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Home > DupeBlocker Installation > Upgrading to a Newer Version (2.X to 2.X) Upgrading to a Newer Version (2.X to 2.X) DupeBlocker 2.X can be upgraded to a newer version without having to uninstall the previous version. Upgrading vs. uninstall/reinstall will keep customizations intact including updates to page layouts, DupeBlocker Settings, Scenario updates etc. Additionally, outstanding Warnings will not be deleted, and DupeBlocker keys will not need to be rebuilt.If a beta version had previously been installed, this version will need to be uninstalled and then a fresh install will need to be done with the current production version. Uninstalling the old version WILL require all customizations to be redone and all existing Warnings will be deleted. In addition the DupeBlocker Keys will need to be rebuilt. After selecting/downloading the appropriate version from the Force.com AppExchange, begin the upgrade process as follows: Step 1: Review Package Upgrade Details  Click "Continue". The following box will appear authorizing the addition of https://auth.dupeblocker.com to "Remote Site Settings" in Salesforce. This is required to authenticate your DupeBlocker License.  Check "Yes" and "Continue". Note: After completing the upgrade there will be two entries in Remote Site Settings for DupeBlocker (the new one just created by the managed package and the one entered manually when the application was originally installed). Having duplicate entries does NOT cause any problems with DupeBlocker, but if desired the original manual entry can be deleted. Step 2 (Salesforce Step 1): Approve Package API Access  Click "Next". Step 3 (Salesforce Step 2): Choose Security Level  Click "Next". Note: When initially installing DupeBlocker, Select security settings is recommended, but when upgrading leave as Admin access to prevent overriding any customizations previously made to non-admin profile security settings. Step 4 (Salesforce Step 3): Install Package Check the box for "Ignore Apex test....." to avoid potential install problems due to required field settings in Salesforce that will not be detected during the installation tests (i.e. if the default setup for required fields in Salesforce have been altered).  Click "Install". The upgrade is now installed. Note: A message may be generated from Salesforce that the package is being installed, and that an email will be sent when complete. See also |
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