This section covers all the tasks required for upgrading Digital Commerce to the latest version from the previous two releases.

If you do not have Digital Commerce installed, you can contact Apttus Support to request an installation link, then perform the standard installation as described in Installing Apttus E-Commerce Package.

Preparing for Upgrade

Before you upgrade to Digital Commerce on Salesforce Summer 2020 Patch 1, you must ensure the following:

  • You go through Digital Commerce on Salesforce Feature by Release to know about the new features, enhancements, and deprecated features in Digital Commerce since your existing release. After you upgrade Digital Commerce to Summer 2020 Patch 1, you cannot roll back to any previous release.
  • You have supported platforms and system requirements
  • You have access to the Install Center on the Apttus Community Portal for Digital Commerce managed package and dependent packages.
  • You have access to the npm-release repository for Digital Commerce SDK.
  • You have administrator privileges to your Salesforce org.
  • You need not back up your configurations. All configurations you performed since you installed your existing release will remain intact after the upgrade.

Upgrading to Digital Commerce on Salesforce Summer 2020 Patch 1

This section describes step-by-step instructions to upgrade from Spring 2020 and Winter 2019 to Summer 2020 Patch 1.

Upgrading Digital Commerce Spring 2020 to Summer 2020 Patch 1

  1. Go to Setup > Installed Packages and ensure that your Salesforce org has the following Spring 2020 packages installed.

    OrderProduct

    Version Name | Version Number

    1Apttus Contract Management 9.3.0432.5 | 9.432.5
    2

    Apttus E-Commerce

    4.0.52 | 4.52

    Spring 2020

    3Apttus Digital Commerce SDK 2001.0.125 (2001)
    4

    Apttus Proposal Management

    9.2.0206 | 9.206
    5

    Apttus Base Library

    (Pre-requisite for Installing Apttus Configuration & Pricing)

    1.0.36 | 1.36
    6Apttus Configuration & Pricing 12.0.1715 | 12.1715
    7Apttus Quote/Proposal Configuration Integration11.2.0312 | 11.312
    8Apttus CPQ Admin 11.1.39 | 11.39
    9Apttus CPQ API 11.2.0099 | 11.99
    10

    Apttus Promotion Management

    (Required if you are using Promotions)

    1.0.0000 | 1.0
    11

    Apttus Quote/Proposal-Asset Integration

    (Required if you are using Assets Based Ordering)

    6.5.0014 | 6.14
    12Apttus Order Management1.0.0000 | 1.0
    13Apttus Billing Management5.1.0158 | 5.158
  2. Ensure that you have the following packages and dependent packages to upgrade to Summer 2020 Patch 1. These packages are required to utilize the new features and enhancements of Summer 2020 Patch 1. 

    OrderProduct

    Version Name | Version Number

    1Apttus Contract Management11.1.0547 | 11.547
    2

    Apttus E-Commerce

    4.1.85.2 | 4.85.2

    Summer 2020 Patch 1

    3Apttus Digital Commerce SDK2002.1.3 (2002)
    4

    Apttus Proposal Management

    10.1.0221 | 10.221
    5

    Apttus Base Library

    (Pre-requisite for Installing Apttus Configuration & Pricing)

    1.1.93 | 1.93
    6Apttus Configuration & Pricing 12.1.1787 | 12.1787
    7Apttus Quote/Proposal-Configuration Integration 12.0.0332 | 12.332
    8Apttus CPQ Admin 12.1.61 | 12.61
    9Apttus CPQ API 12.1.0104 | 12.104
    10

    Apttus Promotion Management

    (Required if you are using Promotions)

    1.0.0000 | 1.0
    11

    Apttus Quote/Proposal-Asset Integration

    (Required if you are using Assets Based Ordering)

    6.5.0014 | 6.14
    12Apttus Order Management1.0.0000 | 1.0
    13Apttus Billing Management6.2.238 | 6.238
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. Install the required managed package in the same order as mentioned in the table above. For detailed information on installing managed packages, see Installing Apttus E-Commerce Package.
  4. After the upgrade is complete, perform the post-upgrade tasks.

Upgrading Digital Commerce Winter 2019 to Summer 2020 Patch 1

  1. Go to Setup > Installed Packages and ensure that your Salesforce org has the following Winter 2019 packages installed.

    OrderProduct

    Version Name | Version Number

    1Apttus Contract Management 9.3.0432.5 | 9.432.5
    2

    Apttus E-Commerce

    3.25 | 3.25

    Winter 2019

    3Apttus Digital Commerce SDK 1903.0.0 (1903)
    4

    Apttus Proposal Management

    9.1.0197 | 9.197
    5Apttus Configuration & Pricing 11.2.1675 | 11.1675
    6Apttus Quote/Proposal Configuration Integration11.2.0310 | 11.310
    7Apttus CPQ Admin 11.1.39 | 11.39
    8Apttus CPQ API 11.2.0096 | 11.96
    9

    Apttus Promotion Management

    (Required if you are using Promotions)

    1.0.0000 | 1.0
    10

    Apttus Quote/Proposal-Asset Integration

    (Required if you are using Assets Based Ordering)

    6.5.0014 | 6.14
    11Apttus Order Management1.0.0000 | 1.0
    12Apttus Billing Management5.1.158 | 5.158
  2. Ensure that you have the following packages and dependent packages to upgrade to Summer 2020 Patch 1. These packages are required to utilize the new features and enhancements of Summer 2020 Patch 1.

    OrderProduct

    Version Name | Version Number

    1Apttus Contract Management11.1.0547 | 11.547
    2

    Apttus E-Commerce

    4.1.85.2 | 4.85.2

    Summer 2020 Patch 1

    3Apttus Digital Commerce SDK2002.1.3 (2002)
    4

    Apttus Proposal Management

    10.1.0221 | 10.221
    5

    Apttus Base Library

    (Pre-requisite for Installing Apttus Configuration & Pricing)

    1.1.93 | 1.93
    6Apttus Configuration & Pricing 12.1.1787 | 12.1787
    7Apttus Quote/Proposal-Configuration Integration 12.0.0332 | 12.332
    8Apttus CPQ Admin 12.1.61 | 12.61
    9Apttus CPQ API 12.1.0104 | 12.104
    10

    Apttus Promotion Management

    (Required if you are using Promotions)

    1.0.0000 | 1.0
    11

    Apttus Quote/Proposal-Asset Integration

    (Required if you are using Assets Based Ordering)

    6.5.0014 | 6.14
    12Apttus Order Management1.0.0000 | 1.0
    13Apttus Billing Management6.2.238 | 6.238
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. Install the required managed package in the same order as mentioned in the table above. For detailed information on installing managed packages, see Installing Apttus E-Commerce Package.
  4. After the upgrade is complete, perform the post-upgrade tasks.

Upgrading Digital Commerce SDK

This section lists the process of migrating your E-Commerce application to the Summer 2020 Patch 1 release.

To upgrade Digital Commerce SDK from Spring 2020 to Summer 2020 Patch 1

Refer to the Digital Commerce on Salesforce Summer 2020 SDK, and go to Upgrade Information > Upgrade ecommerce template from spring v2001 to summer v2002.1.3. Perform the following tasks:

  1. Update the Apttus Libraries

  2. Remove ConstraintSideMenuModule

  3. Replace ProductConfigurationSummaryModule with ConfigurationSummaryModule and Removing CmsModule & ConstraintAlertModule

  4. Remove CMS Related Code From the Summary Component

  5. Remove the CMS Code from the Product-detail Component

To upgrade Digital Commerce SDK from Winter 2019 to Summer 2020 Patch 1

Refer to the Digital Commerce on Salesforce Summer 2020 SDK, and go to Upgrade Information > Upgrade ecommerce template from winter v1903 to summer v2002.1.3. Perform the following tasks:

  1. Update Apttus Libraries
  2. Replace ConstraintIconModule and ConstraintSideMenuModule with ConstraintRuleModule
  3. Import BsModalRef from 'ngx-bootstrap/modal'
  4. Replace apt-cr-side-menu with apt-constraint-rule-sidebar
  5. Replace ProductConfigurationSummaryModule with ConfigurationSummaryModule
  6. Update the Cart Model
  7. Remove detailPageAlert from apt-cr-constraint-alert
  8. Fix the Cart List Component
  9. Pass the aboEnabled Flag to the add-to-cart component from product-detail.component.ts
  10. Update the Quote Model

Performing the Post Upgrade Tasks

After you upgrade to this Digital Commerce release, consider the following options and requirements:

The upgrade procedure above is tested against basic set up and not custom code or trigger.