Understanding the Practifi Upgrade Experience

Learning Team

Overview

Upgrading to the latest version of Practifi means your firm has access to the latest features and enhancements as the platform continues to evolve. The installation process occurs entirely behind the scenes with no administrator intervention necessary, minimizing disruption to your firm's day-to-day operations. Administrators can view the results of an upgrade from the Releases page in the Settings app. This article outlines the upgrade process and explains how to investigate any potential errors.

The Hands-Free Upgrade Experience
Viewing the Results of an Upgrade
Practifi Updates Job Deletion and Recreation

The Hands-Free Upgrade Experience

Practifi handles the upgrade process automatically, ensuring your firm stays current without requiring manual coordination or scheduled downtime. The process works as follows:

A scheduled job called Practifi Updates Job runs daily in your Practifi instance, checking for a new Practifi version in the Release object.
If a new version is detected, the unpackaged metadata required by that version will be installed automatically.
The release record shows a summary of the upgrade's outcome, including any error messages, which are sent back to Practifi.
Existing client organizations will need the scheduled job to be set up manually; future updates will be automatic once this occurs. New client organizations will have the Practifi Updates Job enabled by default.

Viewing the Results of an Upgrade

System Administrators can view the details of a release in the Settings app. If any errors occur during the upgrade, we'll attach an error log file to the Release page in the Settings app so your team and Practifi Support can investigate and resolve any issues.

To access release details in the Settings app, do the following:

Click the App Launcher located in the upper left-hand corner of Practifi.
Select the Settings app from the drop-down menu of apps available.
- Please note: Depending on the number of apps assigned to your profile, the Settings app may not display by default. If this app is not displayed, use the Search apps and items... search bar in the App Launcher to find and select the Settings app.
Click the caret icon beside the Navigation Menu to open the drop-down menu of settings pages.
From the drop-down menu, select Releases.
Click the Release's name from the left-hand list to open the release's details page.
On the Release page, click the Results subtab.
If any errors occur during the upgrade, an error log will be attached to the Files section. A total tally of errors is visible within the Details field.

Practifi Updates Job Deletion and Recreation

As of the Graciano release, if the System Administrator or Support user associated with the Practifi Updates Scheduled Job is deactivated, the job will be automatically reassigned to the deactivating user.

If you would prefer that the job be reassigned to a different user than the deactivating user, you can delete and recreate it by following the steps below.

Delete Scheduled Updates Jobs

To delete a scheduled job, do the following:

Navigate to Salesforce Setup by clicking the cog icon in the upper right-hand corner and selecting Setup from the drop-down menu.
In Salesforce Setup, use the Quick Find search bar to search for and select the Scheduled Jobs page under Environments > Jobs.
Click Delete to remove the Practifi Updates Jobs associated with the deactivated user.

Recreate Scheduled Updates Jobs

To recreate the Practifi Updates scheduled jobs, you'll need to create two scheduled jobs: one to run at 10 PM and the other to run at 3 AM. Do the following:

From Salesforce Setup, use the Quick Find search bar to search for and select Apex Classes under the Custom Code header.
Click the Schedule Apex button.
On the Schedule Apex screen, enter the following details:

Job Name: Practifi Updates Job - 10 pm

Apex Class: PractifiUpdatesScheduler

Frequency: Weekly (All days)

Start: Current date

End: Change the year to 2099

Preferred Start Time: 10 PM
Click Save.
Click Schedule Apex again, then enter the following details:

Job Name: Practifi Updates Job - 3 am

Apex Class: PractifiUpdatesScheduler

Frequency: Weekly (All days)

Start: Current date

End: Change the year to 2099

Preferred Start Time: 3 AM

Recreate Scheduled Rollup Job

The Scheduled Rollup Job must be recreated so it is no longer assigned to the deactivated System Administrator account. Do the following:

In Salesforce Setup, click the cog icon in the upper right-hand corner and select Developer Console from the drop-down menu.
In the Developer Console window, click the Debug header and then select Open Execute Anonymous Window from the drop-down menu.
Delete any information within the Enter Apex window and copy and paste the following:

integer intervalMinutes = 5;
integer runsPerHour = (60 /intervalMinutes );
integer currentRun = 0;
for(integer i = 0; i < runsPerHour; i++) {
String sch = '0 '+ currentRun + ' * * * ?';
currentRun += intervalMinutes;

practifi.RollupJob o = new practifi.RollupJob();
system.schedule('Practifi Job Schedule Rollups Every Hour Plus ' + string.valueOf(currentRun - intervalMinutes) + ' min', sch, o);
}
Once entered, click the Execute button to schedule the job.

Recreate Archive Notification Posts Job

To recreate the Archive Notification Posts Job, do the following:

In Salesforce Setup, click the cog icon in the upper right-hand corner and select Developer Console from the drop-down menu.
In the Developer Console window, click the Debug header and then select Open Execute Anonymous Window from the drop-down menu.

Delete any information within the Enter Apex window and copy and paste the following:

String jobName = 'Archive Notification Posts';
List<CronTrigger> cronJobs = [ SELECT Id FROM CronTrigger WHERE CronJobDetail.Name = :jobName ];
if(cronJobs.isEmpty()) {
System.schedule(jobName, '0 0 3 * * ?', new practifi.NoticeboardArchiveSchedulableJob());
}

Once entered, click the Execute button to schedule the job.