Installation & Updates

Installation User Guide

Go to page Installation & Pricelist for instructions on how to install Reporter

Bundle Update

If you already have the bundle installed and you want to update it with the latest version, do the following:

  1. As administrator (or other custom role with administrator access), navigate to Customization > SuiteBundler > Search & Install Bundles > List.

  2. In the list of installed bundles, find bundle "378442".

  3. On the green icon on the left, click on the Update option.

  4. Preview the bundle contents and click on Update Bundle. (Read section Bundle Preference Settings on how to set the preferences before running the update).

  5. From the Installed Bundles list you can view the status of the update in the Status column. Use the Refresh button to update the page.

  6. When the update is finished the status column will display a green check mark.

Bundle Preference Settings

Before clicking on update, make sure that the preference settings are configured as below.

Lists

  • Reporter Deployment Event (Replace Data)

  • Reporter Dataset Type (Replace Data)

  • SC License Type (Merge Data)

  • Reporter Deployment Status (Replace Data)

  • SC Process Type (Merge Data)

  • SC Process Status (Merge Data)

  • Reporter Luminosity (Replace Data)

  • Reporter Hue (Replace Data)

Records

  • Reporter Macro Information (Merge Data)

  • Reporter TestValues (Replace Data)

  • Reporter Template (Replace Data)

  • Reporter Color Set (Merge Data)

  • Reporter Color (Merge Data)

  • Reporter Field Type (Replace Data)

  • SC Application (Merge Data)

  • Reporter Operator (Replace Data)

  • Reporter Graph Type (Replace Data)

Dashboards

  • Reporter Admin Dashboard (Update Users)

SuiteScripts

  • All scripts (Update Deployments)

After Installation

When the installation is done you can now start using the app. If you want to use the included Reporter administrator role and make your own customizations to the role in terms of permission settings, make sure to first copy the role and assign the copied role.


How to copy a role:

  1. As Administrator, navigate to Setup > Users/Roles > Manage Roles.

  2. Find the Reporter Administrator role in the list and click on customise.

  3. Assign the role a new and a role ID before saving.

  4. Make your permission settings and save the role.

  5. The role is now ready to use and is safe in terms of new bundle updates.