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Upgrade Paths

This document describes extra steps and considerations that might need to be made when upgrading S-Drive.

It it important to stay up to date with S-Drive in order to take advantage of the latest features and have the latest bug fixes.

We highly recommend upgrading S-Drive in a sandbox and testing it for your use cases before upgrading production. This will allow you to become familiar with the steps needed to upgrade, which will allow for a smooth upgrade of your production org and avoid unnecessary disruptions to your S-Drive service.

Please test your sandbox as thoroughly as possible. Test the things you normally do in S-Drive, making sure to test with non-Admin users and external users if you have them.

BASIC UPGRADE PROCESS OVERVIEW

To upgrade S-Drive, you’ll need to download the latest release from AppExchange. You may also need your AWS Access Key and Secret Key.

To upgrade S-Drive:

  1. Choose a sandbox to upgrade first. This will allow you to become familiar with the upgrade steps and test your functionality.

  2. Go to S-Drive on AppExchange and click Get it Now. Install in a sandbox

  3. In your Salesforce org, once the installation is complete, go to the S-Drive App from the app launcher and click on the S-Drive Configuration Tab

  4. Depending on the release you’re upgrading from, you may taken through steps to configure your bucket. If so, complete those steps.

  5. Check the table below to see what additional steps may be needed.

Profile Permissions

When installing or upgrading S-Drive from AppExchange, choosing Install for All Users will only update the System Administrator profile and internal custom profiles.

Standard profiles and External profiles will not be updated. There may be new permissions these profiles need. See Apex Classes, Visualforce Pages, Custom Setting Definitions for how to check and update these profiles.

UPGRADE PATHS

When upgrading S-Drive, there may be steps you need to take depending on what version you are upgrading from. The table below outlines steps to take.

  • Find the Release you are upgrading from in the left-hand column.

  • If you have custom S-Drive file objects, check the Required New Fields column to see what fields need to be added to those objects. Out-of-the-box file objects (Account File, Contact File, Opportunity File, Case File, and Lead File) will have all necessary fields and no action is required.

  • The Required Steps column tells you things that must be newly configured for your upgrade to work.

  • Finally, look at Configuration Considerations to see if there are situations that apply to your org, and follow the links to see what needs to be done.

Release upgrading from

Required New Fields that must be added to custom file objects

Required steps

Configuration considerations

2.24

None

Public Share

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

  • https://s3.region.amazonaws.com

  • https://bucketname.s3.region.amazonaws.com

  • https://bucketname.s3.amazonaws.com

  • https://s3.amazonaws.com (should already exist)

  • For the url https://zip.cyangate.com (which should already exist) be sure that the frame-src box is checked as well as the others.

 

2.23

None

Public Share

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

If you want to use the S-Drive Download Jobs feature, be sure to set sharing and profile permissions for the new object SDrive Jobs.

In prior releases S-Drive upload was not working if Lightning Web Security was enabled. It can now be enabled if desired.

2.22

None

Public Share

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

None

2.21

None

Public Share

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

None

2.20

None

Public Share

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.19

None

Public Share

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add new CSP Trusted Sites.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.17

Refer to File Object Fields for a full list of fields needed on custom file object.

  • Field Label: Bucket Id
    Data Type: Text (255)

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

If you use a version enabled bucket or Transfer Acceleration you will need to re-enable these in S-Drive configuration. (You do not need to do anything in AWS.) See Managing Your Buckets.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.10-2.16

Refer to File Object Fields for a full list of fields needed on custom file object.

  • Field Label: Bucket Id
    Data Type: Text (255)

Public Share

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

If you use a version enabled bucket or Transfer Acceleration you will need to re-enable these in S-Drive configuration. (You do not need to do anything in AWS.) See Managing Your Buckets.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.9

Refer to File Object Fields for a full list of fields needed on custom file object.

  • Field Label: Bucket Id
    Data Type: Text (255)

Public Share

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

If you use a version enabled bucket or Transfer Acceleration you will need to re-enable these in S-Drive configuration. (You do not need to do anything in AWS.) See Managing Your Buckets.

Duplicate filenames were not allowed, but can now be configured to be allowed.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.7-2.8

Refer to File Object Fields for a full list of fields needed on custom file object.

  • Field Label: Bucket Id
    Data Type: Text (255)

Public Share

If using Public Share/Surl (short url) setup (not Legacy):

Update your surl Site:

  • Go to Setup->Digital Experiences-> All Sites

  • Find the site you use for Surl

  • Click Builder

  • On the main page, click into the Visualforce component

  • Change the Record Id field to {!sid}

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

If you use a version enabled bucket or Transfer Acceleration you will need to re-enable these in S-Drive configuration. (You do not need to do anything in AWS.) See Managing Your Buckets.

Duplicate filenames were not allowed, but can now be configured to be allowed.

Retention Policy was not skipping over folders, but now automatically skips folders. Check your retention policies to see if you are exempting folders. You no longer need to.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.6

Refer to File Object Fields for a full list of fields needed on custom file object.

  • Field Label: Checked Out By
    Data Type: Text (255)

  • Field Label: Lock State
    Data Type: Picklist (Multi-Select)
    Values: checkedOut, legalHold, onlineEditing

  • Field Label: Bucket Id
    Data Type: Text (255)

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

If you use a version enabled bucket or Transfer Acceleration you will need to re-enable these in S-Drive configuration. (You do not need to do anything in AWS.) See Managing Your Buckets.

Duplicate filenames were not allowed, but can now be configured to be allowed.

Retention Policy was not skipping over folders, but now automatically skips folders. Check your retention policies to see if you are exempting folders. You no longer need to.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.5

Refer to File Object Fields for a full list of fields needed on custom file object.

  • Field Label: Tags
    Data Type: Long Text Area(4096)

  • Field Label: Checked Out By
    Data Type: Text (255)

  • Field Label: Lock State
    Data Type: Picklist (Multi-Select)
    Values: checkedOut, legalHold, onlineEditing

  • Field Label: Bucket Id
    Data Type: Text (255)

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

If you use a version enabled bucket or Transfer Acceleration you will need to re-enable these in S-Drive configuration. (You do not need to do anything in AWS.) See Managing Your Buckets.

Uploading of duplicate files was allowed. However it is no longer allowed by default. You must now configure each file object to allow duplicate filenames.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.3.8 and earlier

Refer to File Object Fields for a full list of fields needed on custom file object.

  • Field Label: Shortcut
    Data Type: Text (255)

  • Field Label: Tags
    Data Type: Long Text Area(4096)

  • Field Label: Checked Out By
    Data Type: Text (255)

  • Field Label: Lock State
    Data Type: Picklist (Multi-Select)
    Values: checkedOut, legalHold, onlineEditing

  • Field Label: Bucket Id
    Data Type: Text (255)

  • Field Label: Is Deleted
    Data Type: Checkbox

  • Field Label: Is Parent Deleted
    Data Type: Checkbox

  • Field Label: Page Count
    Data Type: Number (18,0)

  • Field Label: Sync Id
    Data Type: Text (255)

  • On File Size field, change the formula to

IF(!(ISBLANK(Shortcut__c )), RIGHT(Shortcut__c, (LEN(Shortcut__c) - FIND(':', Shortcut__c))),
IF(File_Size_in_Bytes__c > 1024,
IF(File_Size_in_Bytes__c > 1048576,
IF(File_Size_in_Bytes__c > 1073741824,
TEXT(ROUND((File_Size_in_Bytes__c /1073741824),2)) & " GB",
TEXT(ROUND((File_Size_in_Bytes__c /1048576),2)) & " MB"),
TEXT(ROUND((File_Size_in_Bytes__c /1024),2)) & " KB"),
TEXT(File_Size_in_Bytes__c) & " bytes"))

Trusted URLS

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

If you use a version enabled bucket or Transfer Acceleration you will need to re-enable these in S-Drive configuration. (You do not need to do anything in AWS.) See Managing Your Buckets.

Uploading of duplicate files was allowed. However it is no longer allowed by default. You must now configure each file object to allow duplicate filenames.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

1.x

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