Production Release Date: 05 Jun 2023

List of Jira tickets for Deployment: https://sydneyuni.atlassian.net/projects/TAPSS/versions/23027/tab/release-report-all-issues

Pre-Deployment Steps

• Prepare Main package containing the following JIRAs (Ehanced Domain, TAPs, WB/Hogwarts). Here’s the source Bitbucket Branch: release/TAP-May-R2-Release-Package
• Enhanced Domain items: . Contents should include the following items listed here
• Close Batch Interim fix:
• Items c/o Swathi
• TAPSS-222
• TAPSS-260
• TAPSS-906
• TAPSS-912
• TAPSS-1060
• TAPSS-262
• TAPSS-239
• TAPSS-240
• Well Being and Hogwarts items
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• Run validation in Bitbucket
• Merge each branch approved for PROD Deployment to the Release branch for release/TAP-May-R2-Release-Package
• Navigate to the release branch - release/TAP-May-R2-Release-Package and click the Create Pull Request button
• Add the necessary approvers, and click Create Pull Request
• The Validation Pipeline will run in the background. When the pipeline has no errors, it is ready for approval.
• Once approved, merge the pull request. Merging to the Master branch will not trigger auto-deployment. Proceed to the Actual Deployment Steps

Combined Deployment Package / Components in Deployment

TAP May R2 Release Package merge commit ID: https://bitbucket.org/sydneyuni/uos-sfdx/commits/a1486927aa2f70bb0c9d1aaa168aadfb04624dff

TAP R2 Release Package ASR Profile merge commit ID: https://bitbucket.org/sydneyuni/uos-sfdx/commits/655742c5e1928aa9ef6bb0d2d33f834caa639d24

Actual Deployment Steps

• Login to PROD. Go to Setup>Deployment Status. Click Quick deploy on validated package
• Enable Enhanced Domain in PROD. Go to Setup>Company Settings>My Domain. Check the “Use enhanced domains” checkbox

Post Deployment Technical Validation Steps

• For Close Batch Interim fix:
• Verify if the following components are deployed:
• USYD_AQBBatch_Trigger.trigger
• USYD_AQBBatchTriggerHandler.cls
• USYD_AQBBatchTriggerHandlerTest.cls
• USYD_TriggerHandlerBase.cls
• USYD_TriggerHandlerBaseTest.cls
• USYD_Trigger_Setting__mdt
• All_Settings.listView
• After_Delete__c.field
• After_Insert__c.field
• After_Undelete__c.field
• After_Update__c.field
• Before_Delete__c.field
• Before_Insert__c.field
• Before_Update__c.field
• USYD_System_Config__c.object
• Retry_AQB_Smart_Batch_Batch_Size__c.field
• Retry_AQB_Smart_Batch_On_Close_Error__c.field
• Trigger_Handler_Logging__c.field
• AQB__Batch__c.USYD_Batch_Closing_Retried__c.field
• USyd_Application_Log__c.SmartBatch_Retry_Logs.listView
• USYD_Trigger_Setting.USYD_ALL_TRIGGERS.md
• USYD_Trigger_Setting.USYD_AQBBatch_Trigger.md
• USYD_Trigger_Setting.USYD_TestClassConfig_DO_NOT_DELETE.md
• Verify if Create a link to a Third Party Pledge Process Builder is turned OFF
• Verify if USYD System Config custom settings is deployed.
• For Enhanced Domain, verify the following:
• Verify if the items listed here are deployed Enhanced Domain: List of Hard-coded URLs . Check at leaset one email temlate, flow and weblinks to verify if the dynamic formula for URL is there
• Change the hyperlink on 3 Hogwarts Email Template
• email\Spend_Plan_Email_Templates\Delegate_Decision_Changes_Needed.email
• email\Spend_Plan_Email_Templates\General_Purpose_Template.email
• email\Spend_Plan_Email_Templates\Review_Spend_Plan_Request_a_Review.email
• For Swathi’s items, verify the following
• TAPSS-260 - Batch Item has field history enabled now and batch history related list added to all the record type pages
• TAPSS-222 - Two validation rules at Opportunity level “USYD_Email_Required “ & “USYD_Email_Required_ReceiptDeliveryEmail”
• TAPSS-906 - Created new CASE fields:

• Notified of Death by (free form text)

• Corroborated Death Date (date format)

• Date of Death (date format)

• Date of Death Precision (picklist)

• Date of Death Notification (date format)

Field history tracking enabled for the below new fields

• Corroborated Death Date (date format)

• Date of Death (date format)

• Date of Death Precision (picklist)

• TAPSS-912 - New version of the flow with new field and mapping along with URL change as part of enhanced domain hard code URL changes “NewCOA”
• TAPSS-262 - Below are the new components

1. Validation Rule: USYD_ChartOfAccountType_Change_Rule (Opportunity)

2. Flow: USYD_OpportunityBeforeSave (Opportunity)

3. New fields : AQB__OpportunityComponent__c.USYD_ProposedDesignationName__c & Opportunity.USYD_OppCompWithPendingAccount__c

Field access provided to below permissionsets and profile

• Admin (Profile)

• USyd_Opportunity_CRUD (permissionset)

• AQC_Opportunity_to_Gift (permissionset)

• TAPSS-239 - Deactivated picklist value “Advise Opportunity Owner when ready to collect" at Opportunity-AQC_ReceiptDelivery__c field
• TAPSS-240 - New validation rule at Opportunity - “USYD_TypeRequired” & “USYD_SubTypeRequired”
• TAPSS-901 - “Separate Utility” picklist value in the field “Void Notation” picklist should be available for all Record Types in Transaction object.
• TAPSS-1181 - Record Type Gift In Will at Opportunity level should have the value “GIW Tick Box in Error” available in the field Loss_Reason__c
• TAPSS-1185 - Opportunity Approval Process “GiftImplementationHandOver” Approval Step should have below users only

• Duysal Artan

• Genevieve Reeves

• Cate Parsons

• Jane Gordon

• TAPSS-1060 - Three new flows : Usyd_Reopen_an_Alumni_Census_case_when_incoming_message_received, Usyd_Email_message_main_flow, USYD_Subflow_Custom_Case_Inbound_Email_Notification_Flow(WB flow)
• Deactivate Flow: Usyd_Update_case_status_when_closed_case_receives_email
• For WellBeing items, verify the following
• 
• Verify if the Safer Communities Cases list view is deployed
• Sexual Misconduct Cases should not be visible
• 
• Verify if USYD_Subflow_Custom_Case_Inbound_Email_Notification_Flow.flow is deployed
• Verify if WB_New_Email_Notification.notiftype custom notification is deployed
• For Hogwart , verify if the following TASK validation Rules has been updated with filter on Record Type=”Milestone”
• Milestone_RecurrenceFrequency
• Milestone_RecurrenceLessThan2
• Milestone_RecurrenceNumber
• Milestone_Require_Resolution_Date
• Milestone_Require_Resolution_Note
• TAPSS-1083 - verify if new field Inclination can be seen below Interest Type with picklist values as requested in the ticket. Interest group has been moved to the system information.
• TAPSS-1084 - verify if the new version of “USYD_Update_Legal_&_Gift_Recognition_Credit_Percentage” flow is deployed
• TAPSS-1086 - verify if USYD Lightning Organization ASR Layout in Account object is deployed
• TAPSS-1087 - verify if the components are deployed and updated. Pls refer here TAP-1108: MS - Creating a Pledge Payment Status field on Transaction object
• TAPSS-259 - verify if the components are deployed and updated. Pls refer here TAP-1304: MS - Add validation rule
• TAPSS-261 - verify if the components are deployed and updated. Pls refer here TAP-1303: Update Batch Logic