Post-Installation Tasks
Perform the following actions once the installation is complete.
1. Add the Asset 360 Core permission to your user profiles. This step is mandatory to associate the Asset 360 Core permission set with your users.
2. Clone the Asset 360 Core permission set and assign permission to standard objects, as follows:
◦ Work Order - All fields
◦ Return Order - All fields
◦ Asset - Update the following field permissions.
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Field Name
|
Permission Type
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|---|---|
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Account
|
Edit
|
|
Digital Asset Status
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Read-only
|
|
Manufacture Date
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Edit
|
|
Purchase Date
|
Edit
|
|
Reference Number
|
Edit
|
|
Rental End Date
|
Edit
|
|
Rental Start Date
|
Edit
|
|
Service Notes
|
Edit
|
|
Usage End Date
|
Edit
|
|
Warranty Engine Notes
|
Edit
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◦ Expense - All fields
◦ Case - Account Name, Asset Warranty, Asset ID, Entitlement Name, Entitlement process Start Date, Entitlement Process End Date, Service Contract
◦ Warranty Term
 |
Org-wide Defaults (OWD) on Warranty Term can be changed to Public Read-Only or individual Warranty Term records can be shared with required users.
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3. Create the following permission sets for the Authoring Log object and fields. Authoring Log object: Create, Delete, Edit, Read
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Field Name
|
Permission Types
|
|---|---|
|
Log Type
|
Read, Edit
|
|
Message
|
Read, Edit
|
|
Operation Type
|
Read, Edit
|
|
Parent SCON Authoring Log ID
|
Read, Edit
|
|
Status
|
Read, Edit
|
|
Total Batches Completed
|
Read, Edit
|
|
Total Number of Batches
|
Read, Edit
|
|
User ID
|
Read, Edit
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4. Assign permission sets created in steps 1 and 2 to the user. Refer to the Assign Permission Sets section for more details.
5. If you use customized permission set, you must use the Asset 360 Release permission set to enable the users to use the features available in the latest version.
6. Set the Run Flow permission manually to the standard user's profile to get the flows in the Wizard. Refer to the Create Run Flow section for more details.
7. Create the following milestones.
◦ Service Response - A360
◦ Service Completion - A360
◦ Service Closure - A360
Refer to the Create Milestones section for more details.
8. Create the Entitlement process for Case and Work Order objects, and assign milestones created in the above step. Refer to the Create Entitlement Process section for more details.
9. Assign Asset 360-page layout to each of the following objects based on the record types.
Page layouts control the layout and organization of buttons, fields, custom links, and related lists on object record pages. They also help determine which fields are visible, read-only, and required. Use page layouts to customize the content of record pages for your users.
|
Page Layout Name
|
Minimum Permission Required for an Admin
|
Minimum Permission Required for an End User
|
|---|---|---|
|
Asset Layout - A360
|
Read, Write
|
Read
|
|
Asset Warranty Layout - A360
|
Read, Write
|
Read
|
|
Case Layout - A360
|
Read, Write
|
Read
|
|
Contract Line Item Layout - A360
|
Read, Write
|
Read
|
|
Entitlement Layout - A360
|
Read, Write
|
Read
|
|
Location Layout - A360
|
Read, Write
|
Read
|
|
Product Layout - A360
|
Read, Write
|
Read
|
|
Product Consumed Layout - A360
|
Read, Write
|
Read
|
|
Product Item Layout - A360
|
Read, Write
|
Read
|
|
Product Request Layout - A360
|
Read, Write
|
Read
|
|
Product Request Line Item Layout - A360
|
Read, Write
|
Read
|
|
Product Transfer Layout - A360
|
Read, Write
|
Read
|
|
Service Contract Layout - A360
|
Read, Write
|
Read
|
|
Shipment Layout - A360
|
Read, Write
|
Read
|
|
Return Order Layout - A360
|
Read, Write
|
Read
|
|
Return Order Line Item Layout - A360
|
Read, Write
|
Read
|
|
Work Order Layout - A360
|
Read, Write
|
Read
|
|
Work Order Line Item Layout - A360
|
Read, Write
|
Read
|
Refer to the Assign Asset 360 Page Layout section for more details.
10. Assign Asset 360 layout as Primary for each of the following objects.
◦ Assets
◦ Work Order
◦ Work Order Line Item
◦ Return Order
◦ Return Order line Item
Refer to the Assign Asset 360 Layout as Primary section for more details.
11. On the Work Order object, clone A360 - Work Order Record Page and customize it to accommodate Embedded Transactions.
12. Add the picklist values for the objects as listed in the following table.
|
Object Name
|
Field Name
|
New Picklist Value
|
|---|---|---|
|
Asset
|
Status
|
Deinstalled
Manufactured
|
|
Location
|
Location Type
|
Depot
|
|
Product Request
|
Status
|
Canceled
|
|
Product Request
|
Shipment Type
|
Standard
|
|
Product Request Line Item
|
Status
|
Canceled
|
|
Return Order
|
Status
|
Received
Completed
|
|
Return Order Line Item
|
Processing Plan
|
Supplier Warranty
Receive From Supplier
|
Refer to the Add Picklist Values section for more details.
|
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On the Production server refresh, the following servers are affected:
• Devbox server: only the package is refreshed. The post-install script is not executed.
• Partial-copy Sandbox server: the package is refreshed as well as the post-install script is executed.
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