Installing Deloitte Frameworks

Create Admin User (if doesn't exist yet)

First Name: Admin

Last Name: User

email: david.browaeys-ext@syensqo.com     please confirm email with Dina Mendez for production

username: admin.user@syensqo.com<sandbox_suffix>

Profile: System Administrator

Complete account verification. 

ALL schedule jobs must be running as the admin user. so execute all the below as admin user. 

Install pkg-core   for System Admin Only: 
Deploy to PROD 
Deploy to Sandbox 


Post Installation

1. Trigger Activation Settings

Once the package is installed, you must configure the TRG_TriggerActivationSettings__c. To do so, you must go to Setup | Develop | Custom Settings | Manage TRG Trigger Activation Settings.

2.  Log Messages

Setup the Apex Batch to delete log:

If you want to automatically delete the logs after a certain number of days, follow the below steps.

In order to do so follow the following steps:

• Navigate in Setup -> Apex Classes
• Click on Schedule Apex
• Provide the following info:
  • Job Name: LOG – Logs Cleansing
  • Apex Class: LOG_DeleteLogMessagesScheduler
  • Select the schedule frequency and time which fits best your project (once a week at night) 
  • Save

You can see your scheduled job in Monitoring | Scheduled Jobs

Once the package is installed, you must configure the LOG_LogMessageSettings. To do so, you must go to Setup | Develop | Custom Settings | Manage LOG_LogMessageSettings. 

Then click on New and Enter as follow 

 3. Unit of Work

Once the package is installed, you must configure the UTL_UnitOfWorkSettings. To do so, you must go to Setup | Develop | Custom Settings | Manage UTL_UnitOfWorkSettings. 

Click on New and Save directly

Install Job Engine for System Admin Only: 

Deploy to PROD 
Deploy to Sandbox 

Post Installation Steps: 

Navigate to the JOB_JobEngineSettings__c  hierarchical custom setting and be sure to create an instance for your organization.

Click on new for the organization and fill up as follow

In order to initiate the Job Engine, access to the Job Engine application and click on the Job Engine Setup tab.

If the Job Engine is already scheduled, you will see when is the next scheduled time at the screen and no further action is needed. If the batch is not scheduled, simply click on the Schedule Job button.

In order to apply the retention policy defined in the custom settings (see section 2), the cleansing job must be scheduled on a daily basis.

In order to do so follow the following steps:

• Navigate in Setup -> Apex Classes
• Click on Schedule Apex
• Provide the following info:
  • Job Name: JOB – Jobs Cleansing
  • Apex Class: JOB_Jobs_Deletion_Scheduler
  • Select the schedule frequency and time which fits best your project (daily at night) 
  • Save

Install Transformation Engine for Admin only

Deploy to PROD 
Deploy to Sandbox 

Setup the Custom Settings

Once the package is installed, you must configure the TRG_TriggerActivationSettings__c. To do so, you must go to Setup | Develop | Custom Settings | Manage TRG Trigger Activation Settings.

Assign Mapping Node Record Types & Page Layout

The Mapping Node object has several record type. However record type access and page layout assignment are managed at the Profile Level. So once the unlock package is deployed, there is a high chance that assignment is not setup correctly.

1. Assign Mapping Node Record Types to Admin Profiles

For each admin profiles (that will have to setup and configure the transformation engine configurations), be sure to add the access to all the record types:

• Go to the Record Type Settings Section
• Search for the Mapping Node object
• Add access the following Record Types:
  • Custom Apex
  • Object Lookup
  • List
  • Primitive Data Type
• Remove access to the Master Record Type

1. Assign Mapping Node Record Types Page Layout Assignment for all Profiles

Assign to each Mapping Node record type, its corresponding page layout.

• Navigate to Object Manager
• Search for Mapping Node
• Click Page Layouts
• Click Page Layout Assignment

Assign for each record type, its associated page layout. Do it for all the profiles,