Customer updates

The customer updates are automatically deployed for every release. Through customer updates, you can evaluate predefined data conditions for each post-upgrade action. You can run actions to update data that is used for a new feature or to correct out-of-sync data conditions.

After correcting customer update errors, you can run customer updates manually.

You can run customer updates to all organizations.

You can view customer update results and errors from a replication set separately.

Configuring email notifications for customer updates

Administrators can receive email notifications for each upgrade action that runs during a customer update. They can configure email notifications for the first time or update existing email notifications for customer updates.

  1. Select System Administration > Utilities.
  2. In the Primary pane, click Customer Updates.
  3. Select All > ... > Update Notification Configuration.
  4. Specify this information:
    To
    Specify the email address of the person that are notified of the customer updates.
    To specify multiple email addresses, separate each email address with a comma and a space. For example, manager@company.com, admin@company.com.
    From
    Specify the sender's email address.
    The default email address is NO-REPLY@company.com.
    Send Post Upgrade Actions Email
    Select this check box to send post-upgrade actions by email.
    Notification Actor
    Optionally, specify the actor that receives error notifications during upgrade processes.
    Use Myself
    Optionally, select this check box to reset the current actor to your actor.
  5. Click Submit.

Reviewing customer updates as a system administrator

After you run the customer update in the system, you must review the processed actions and verify errors.

  1. Select System Administration > Utilities.
  2. In the Primary pane, click Customer Updates.
  3. Click All.
    The updated dates for processed actions are displayed in the Last Run Date column.

Checking for customer update errors as an administrator

If your async environment is clean before the customer update, these actions happen automatically:
  • Loading the delivered content
  • Transferring the data from the delivered content business class to another business class

An Infor representative monitors the async queue for MT customers. Other customers must have administrator access to monitor the async queue.

If the content is not loaded into the DeliveredContent business class, clear the errors in the HCM Customer Updates Default queue on the Queue page.

If the content is loaded into the DeliveredContent business class but is not transferred to another business class, run the customer update again.

If any of the customer update errors are displayed, contact Infor Customer Portal for assistance.

If delivered content fails, you cannot use the content or the feature.

See Loading delivered content.

  1. Select Async Administrator > All Queues.
  2. Check the customer update errors:
    1. Specify HCM Customer Updates Default Queue in the Description column.
    2. Press Enter.
    3. Select HCM Customer Updates Default Queue.
    The processes, status, and errors are displayed in the Triggers pane.

Running customer updates manually

After you upgrade the system to a new release, customer updates run automatically.

You can run customer updates manually in these scenarios:
  • Rerun an action after correcting any errors in the queue
  • Rerun an action that was unsuccessful
  • Evaluate the predefined data conditions for each delivered post upgrade action

Run a post-upgrade action to update data for use in a new feature or to correct out-of-sync data conditions.

  1. Select System Administration > Utilities.
  2. In the Primary pane, click Customer Updates.
  3. On the Available For Update tab, click Check For Updates.
  4. Click Submit.
    When you run a customer update for each available update and a Action will be available from Data Maintenance menu, continue? message is displayed, the customer update continues as a Data Maintenance action.
    You must review the run history of the data maintenance action.
  5. To review the last run date for a customer update, click All tab.
  6. Check the customer update errors.

Reviewing utility details and run history

You can review the run history for all customer updates and data maintenance utilities.

  1. Select System Administration > Utilities.
  2. In the Primary pane, click Customer Updates.
  3. Click All.
  4. Double-click a utility.
  5. To review the full details of the utility, click Details.
  6. To review the run history of the utility, click Run History.

    For existing scheduled processes, the last run date is filled after you reschedule and run the process again.

Managing customer update and rebuild maintenance queues

The Check For Updates action that runs from the customer updates process creates these predefined queues:
  • HCM Customer Updates Default Queue for customer updates
  • HCM Data Maintenance And Rebuild Default Queue for rebuild maintenance utilities
  • HCM Rebuild Keywords Default Queue for Text Search actions
  • HCM Concurrent Default Queue

You can override the predefined queues.

  1. Select Async Administrator > All Queues.
  2. In the Priority column, select the priority class for the queue.
  3. In the Save History column, select Yes to review the actions in the queues after the actions are completed.
  4. In the Suspended column, select Yes to suspend the queue.
  5. In the Use Queue Name As Binding Key column, select Yes to use the name of the queue as a binding key.
  6. Click Save.

Viewing customer update results and errors from a replication set

  1. Select System Administration > Utilities.
  2. In the Primary pane, click Data Creation Results.
  3. Double-click a data creation result.
  4. To view all the customer updates errors from a replication set, click Errors.
  5. To view all the replication set that is delivered regardless of status, click All.

Viewing replication set delivery errors

This works only if the current actor is configured to receive error notifications.
  1. Sign in as an administrator.
  2. Select Notifications.
  3. Double-click a replication set delivery error.
  4. To view all the customer updates errors from a replication set, click Errors.
  5. To view all the replication set that is delivered regardless of status, click All.