Manual Upgrade Instructions
ServiceMax supports push upgrades for the Asset 360 managed packages. However, if there is a need to upgrade your Asset 360 package early or due to a sandbox refresh, the following are the steps for that manual upgrade activity.
To upgrade the ServiceMax Asset 360 package to a higher version, you can perform the activity on your own or let the Support Upgrade team handle the task.
Whichever option you choose, you must log an Upgrade case to request some information. If you prefer the Upgrade Team to handle it, details are confirmed after logging the case. It is scheduled at your convenience.
If you like to handle the upgrade on your own, perform the following steps:
1. Log an Upgrade case to request the latest Asset 360 package from ServiceMax.
2. Install the latest Asset 360 package for the relevant profiles. For more information, see Installing the Package.
3. Ensure that the Asset 360 Core permission set is associated with your user profiles. For more information about permission set assignments, see Post Installation Tasks.
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• The first page of the install wizard lists the current version in your org, the version you are about to install, and a list of additional components included in the new version.
• All the latest package flows are in an Active state out-of-the-box to be consumed by the users.
• All the previous package flows are in an Inactive state when the org is upgraded to the latest package. If you want to use the old flows, you can make them Active from Setup > Flows.
• Execute the auto-configurator and push the configuration. This pushes the latest picklist values and other configurations to the latest package. For more information, see Running the Configurator.
• Run the Apex script for Product Service Campaign updates. For more information, see Running the Apex Script for Product Service Campaign Updates.
• Enable Work Plans from Setup > Feature Settings > Service > Field Service > Work Plans.
• Standard Wizard Steps, Transactions, Screens, Mappings, and Expressions are recovered when you upgrade the org. It is not recommended to modify them because they revert back to their original states after upgrade.
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