Packages

Designer > Global Resources > Packages

Packaging provides the ability to deploy fully-featured solutions with seamless distribution to platform Tenants. (Tenants who have installed such a package are deemed to be Package Subscribers. The user who does the installation is called the Package Installer.)

1 Working with Packages

Publishers can bundle all elements of the AgileApps Cloud platform into custom Packages, which deliver customized business solutions to Package Subscribers.

Tenants can create and publish packages for internal use, or for wider distribution.

How it Works

1. Platform elements and applications are Packaged and Published.
2. They can then be submitted for approval
3. Approved packages become part of the Application Catalog
4. Tenants can then install the published package.

Alternatively:

• A publisher can give tenants a link they can use to install the package, without having to put it into the catalog first.

Users that have the Manage Packages permission can create, modify or delete Packages

2 Create a Package

1. Go to Designer > Global Resources > Packages
2. Click [New Package] and enter the following information:

   Name

   Name of the Package (this name appears in the Catalog)

   Description

   Description of the Package

   Locked

   To Lock the package, click the checkbox icon

   Learn more About Locked Packages

3. Click [Save]

2.1 Add an Item to a Package

1. In the Related Information section, click [Add Item] to select items for the package

2. Choose the Item Type from the list of things you can include

File:Packageitemtype.gif

If Package Data has been configured, that the Data Handlers for configured objects will also appear in this list. (More on that subject in a moment.)

Learn more: About Package Items

3. Click the checkbox icon for each item you want to include in the package

4. Click [Add to Package]

Continue adding until the package contains the desired items.

Note: For any object that has a Workflow, any designated "Specific User" decision makers will be removed from the package, since those users will not exist in the Package Installer's system. Ideally then, ensure that no state in the Workflow has only "Specific User" decision makers. (Use roles instead.) If any states do designate specific users, warn installers that they will need to specify an owner for that state.

2.2 Add a Package Data Item

To add Package Data:

1. Choose Add Item > Item Type, and choose the item that corresponds to the data in that object.
   For example, Zip Map Data.
   A pane appears that lets you specify the data elements to include.
2. When the data-item selection appears, select All at the top left of the pane to add everything, or else select and deselect individual data items.
3. Click [Add to Package]

Note: It is possible for there to be package data that is not part of an object. When object-data is included, it is also possible that the target-object is expected to exist on the Package Installer's system. What happens is up to the Data Handler, so object definitions are not automatically included along with object data.

2.3 About Dependencies

As items are added, the Package Dependencies section is populated with included package items. When an item is added to the package, dependent items are included, for example, if a report is added to a package, the Custom Object for that report is added as a dependency in the package.

Special cases

When the following elements are added to a package, the listed items are added as dependencies:

Opportunity

Price Book and Product are added as dependencies

Product

Price Book is added as dependency

Price Book

Product is added as a dependency

Campaign

List and List member are added as dependencies

Lists

List member is added as a dependency

Data Sharing Policies

Roles and Teams included as dependencies

• If the Include Child Teams checkbox is enabled, the child teams of the selected teams in the Data Sharing Policy are added as dependencies

Objects in a Master-Detail relationship

Note: The "Master-Detail relationship" option on a Lookup field has been deprecated. This section is provided for legacy objects that have a Lookup field for which that option has been selected. Learn more: Master-Detail relationships If a Detail object is added to a Package, the Master object is added (automatically) as a dependent object If a Master object is added to a Package and if that Master object includes any Rollup Summary Fields, then the Detail object is added (automatically) as a dependent object When a Tenant installs a Package, the Rollup Summary Fields limit defined in Manage Tenant Capabilities is honored If the limit is exceeded, the installation process will stop and cannot proceed In order to complete the installation, delete existing Rollup Summary Fields to reduce the total number to within the defined limit After packaging, do not add or remove any Master-Detail relationships; doing so may cause unexpected results and/or loss of data

2.4 Delete an Item from a Package

1. In the Related Information section of a Package, navigate to the item of interest
2. Click the Remove link to delete an item

   When an item is deleted, it is automatically removed from the package along with its dependencies, for example:

   • If the report is deleted, the report and the dependencies are removed from the package as well

3 Publish a Package

Publish

4 Download a Package

A package you create can also be downloaded from the platform to your system as a zip file. Others can then use the file to install the package.

To download a package:

1. Publish the package, if it has not already been published.
   The Installation Details section appears.
2. In the Installation Details section, click [Download Package].
3. Save the file to your system from the browser.

Warning: Do not rename the zip file, once it has been created. During installation, the name of the file is validated against the file's contents.

5 Deploy a Package

Deploying a package automatically upgrades local Package Subscribers (tenants in the same platform instance who have installed the package).

The Mass Deployment of Packages to Tenants option is enabled by your Service Provider. The default single sign-on setting on on-premises installation is Off . The default single sign-on setting on the cloud is Off . (Contact Support to make changes.)

When you deploy a package, you can chose to automatically upgrade:

• All (local) tenants who have installed the package
• Selected (local) tenants who have installed the package

To deploy a Package:

1. Create a Package, and add items to it.
2. Click [Publish]
   The zip file and Installation Link are created.
3. Click [Deploy].
4. Specify which tenants to upgrade.
5. Specify a deployment time, or chose Immediate.
6. Click [Deploy] again to act on your selections.

Learn more: Package Approval or Rejection

6 Distribute a Package to Remote Tenants

When a Package is Published, it can be downloaded from a browser. An Installation Link is automatically created that can be used to distribute the package.

To Give the Download URL to Remote Tenants:

1. Click Designer > Global Resources > Packages
2. Click the link of the package of interest
3. In the Installation Details section, find the Installation Link
4. Copy the Installation Link URL and paste it a web page or send it in an email.

Users with valid accounts can then download the package and install the application by following this procedure, which should be provided in the installation instructions:

1. Paste the Installation Link URL into a web browser to visit the installation page.
2. Click the [Install] button to install the package.
   (A valid user account is required to Login.)

7 Delete a Package

When a Package is deleted, the Teams and Roles are not deleted

• To remove the Teams or Roles from an installed Package, delete the Teams or Roles manually

To delete a package:

1. Click Designer > Global Resources > Packages
2. Click the package name to open the package of interest
3. Click the [Delete] button to delete the package

If a Package is deleted and that package has been installed, or if the package is being used by any other package, then any items or dependent items in the package are retained, and are not deleted.

8 About Package Items

About Package Items

8.1 About Package Installation

During installation, these actions are taken by the platform:

• A list of available package items is displayed
• Names of Custom Objects, System Objects, Fields, Classes, and Pages are validated for uniqueness

• If the Package Subscriber has created an item with the same name as an item in the package, the installation will fail. In order for package installation to succeed, the Package Subscriber must change the name of the Field or Object that is in conflict.

• Role and Team names are not validated for uniqueness

• If the Role/Team names match the Default Roles or My Team (default), then duplicate roles/teams are created; To avoid confusion, it is recommended that the roles/teams be renamed
• If a child team is included in the package, it will be attached to the first top-level team in the installer's instance

8.2 About Locked Packages

In an Unlocked package, objects and data can be modified and deleted by the Package Subscriber.

In a Locked package, in contrast:

• Data can be modified and deleted, but objects (including global picklists) can only be modified to the extent that permission to do so has been granted by their respective Object Packaging Options.
• Any classes, components, data policies, pages, and any other form of executable java code contained in the package cannot be viewed, edited, or deleted by the Package Subscriber.

Exception

• A subscriber to a locked package can still modify Custom Access Criteria. Those settings are retained during an upgrade.

Considerations

• All packages created before the January 2009 release are identified as Unlocked packages
• The Publisher can change an Unlocked package to a Locked package
• A Locked package cannot be changed to an Unlocked package
• The Object Packaging Options apply only to Locked packages

Notes

• Roles control the user's ability to customize the platform
• Consider modifying roles to support best practices

9 Information for Package Installers

Considerations

• When installing a package upgrade, new items are added and existing items are either Merged or Overwritten, based on the Overwrite Previous Package configuration defined by the Publisher
• Package Subscribers can repackage or republish items based on the Package System-Generated Objects configuration

Available actions for Locked Packages

Users cannot Edit or Delete package items, however:

• After installation, Package Subscribers can choose to Enable or Disable the following items, if the publisher has granted that permission in the Object Packaging Options:

• Data Policy
• Validation
• Action
• Workflow
• Print Templates

Available actions for Unlocked Packages

Users can Edit or Delete package items

Considerations

• When an unlocked packages is upgraded by the Publisher, local customizations made by the Package Subscriber may be overwritten.
• To signal that fact, a warning message is displayed before the upgrade: Customizations are over-written with a package upgrade

10 Packaging Sites

Considerations

• Pages used in Sites will be added as dependencies

Learn more: Sites

• When installing a Package that includes Sites, these fields are automatically populated:

• Login As User for Unauthenticated Access field is populated as the user who is logged in
• User Web Adress is BLANK

Note: When a package is reinstalled, these fields retain the values configured by the Package Subscriber.