The instructions provided in this section relate to upgrades from Motivate Version 2.0 to Version 3.0 and the Base app from Version 6 Release 4 (v6.47.x) to Version 7 Release 1 (v7.0).
Installations on any version below base app v6.46, must first upgrade to the latest v6 point release (see Note below for specific version details)before starting the upgrade process. Failure to do so may result in an incomplete or incorrectly configured installation. Please contact NewVoiceMedia if you would like any advice or assistance with this process.
The majority of the upgrade process is automated and instructions on how to initiate this process are included on the Automated Upgrade page. Once the automated upgrade process has successfully completed you should follow the Post-Upgrade Steps that need to be performed in order complete the upgrade process.
Upgradeable Environments
Within Sandbox environments, the upgrade process will vary for Sandbox types that do not copy Production content. The Motivate base application is comprised of code, metadata and content (specific data records that are essential for Motivate to function correctly). Certain Sandbox types do not copy any content (i.e. Developer and Developer Pro Sandboxes) and those environments will, therefore, contain an incomplete Motivate application configuration which is unsuitable for testing as it will not be fully functional and cannot be upgraded. A Partial Copy Sandbox could be templated to include the necessary Motivate base app content that would then enable it to be tested and upgraded. However, if this has not been configured, then a Partial Copy Sandbox should be treated the same as Developer Sandboxes (described below).
Within Developer and Developer Pro Sandboxes the Motivate application and the base application will need to be uninstalled and re-installed (following the standard Installation process) before continuing; this is to populate the content that is omitted by the standard Salesforce.com Sandbox copy process. This will have no bearing on the final Motivate base app version that will be installed. Please review the Salesforce Sandbox information pages or contact Salesforce.com if you require any further information on the Sandbox types available for the force.com platform.
Full Sandbox environments do copy metadata and all data (content) and, as a consequence, the Motivate environment will be fully functional and upgradeable in those orgs.