Update Guide

Objective

This page takes you through the process of updating your HR for Dynamics system to the newest Rollup Update.

Process

System Admin
Download HR for Dynamics solution installer from Customer Portal
System Admin
Install HR for Dynamics Solution incl. Base Data
System Admin
Download HR for Dynamics Flows from Customer Portal
System Admin
Install HR for Dynamics Flows and make sure they are turned on

Prerequisites

  • Make sure to update the system with the same System Admin user that was initially used to install the solution
  • The System Admin user must have all necessary licenses assigned (including Microsoft licenses, e.g. Dynamics 365 Customer Service Enterprise)
  • The System Admin user must have a mailbox
  • Please note that during the update, functionalities for users may be limited. Therefore, we recommend updating outside of your usual business hours.

Click Through

  • In the Customer Portal, click on Downloads.
  • Click on Download Solution Installer incl. Base Data to start the download.
  • Open the downloaded file (this may take a few seconds).
  • In the pop-up window, choose a destination folder for the software on your computer.
  • Click Install.
  • After a few seconds, the Package Deployer opens. Click on Continue.
  • Fill the necessary fields:
    • Employment Type: Office 365
    • Do not check the checkmark for "Sign in as current user"
    • Check the checkmark for "Display list of available organizations"
    • Check the checkmark for "Show Advanced"
    • Online Region: Select whichever applies to you. If unsure, keep it on "Don't Know".
    • Fill the User Name and Password of your generic admin account.
  • Click on Login.
  • On the next page, select the Environment your HR for Dynamics solution is installed on.
  • Click on Login.
  • Select which version you want to install:
    • HR for Dynamics Installer will install the complete HR for Dynamics solution. Most customers outside of Germany will want to choose this option.
    • HR for Dynamics Installer with Base Data for German Labor office will install the complete HR for Dynamics solution plus the Base data needed if you plan to ever publish Job Advertisements via the German Labor Office.
  • Click Next.
  • Check if the option shown really is the one you want to install.
  • Click Next.
  • Check the organization's Unique Name shown to make sure the solution will be installed in the correct environment. 
    • You can check your organization's Unique Name in your HR for Dynamics system:
    • Starting in HR HUB, navigate to Advanced Settings using the gear wheel icon in the top right 
    • Click the downward arrow next to Settings, then select Customization, then Developer Resources
    • Here, you find the Unique Name of your Environment.
  • Click Next.
  • After the validation process is complete, click Next.
  • The solution is now being installed. This may take a few hours, depending on the size of your system.
  • The installation process will automatically skip entities if they have been customized by your organization.
  • When the installation process is finished, click on Next, then on Finish.

 

  • Once the solution is installed, click on Downloads in the Customer Portal again.
  • Click on Additional Mandatory Download: HR for Dynamics Flows to start the download.
  • Navigate to make.powerapps.com
  • Login with your generic admin account.
  • In the right half of the top bar, select the correct Environment.
  • Click on Solutions on the left.
  • Click Import Solution in the grey top bar.
  • Select the file with the Flows you downloaded.
  • Click Next.
  • Make sure in the Advanced Settings, the checkmark for 'Enable Plugin steps and flows included in the solution' is checked.
  • Click Next.
  • If requested, select a connection/click on + new connection. If there is no request to add connections, you can skip this part.
    • In the window that opens, click on Create.
    • Login with your generic admin account.
    • Go back to the previous browser window and click Refresh.
    • If there are still connections missing, add another new connection and follow the same steps again.
  • Once all connections are set or if there was no request, click on Import.
  • Wait while the Flows are being installed. This may take up to 30 minutes.
  • After the import has finished, open the flow solution in your list.
  • Ensure that your system has no older layers for the imported flows. Learn more about this here.
  • Make sure the flows are switched on. If not:
    • Switch on the Flows in the correct order:
      • Flows with the name "(Deprecated) …" need not be turned on
      • Of all other Flows, switch on the ones with the name "Child flow: …" first
      • Then switch on the Flows with other names
    • To switch on flows, mark them one by one on the left side of the flow list, then click Turn on in the grey top bar.
    • After a few seconds, the button name changes to "Turn off", which tells you the flows are now running.
    • Repeat this step until all flows you need have been turned on.

Hint

  • The Flows named "Copy Vacancy Portal…" need only be turned on if you want to use the Recruiting Portal.
  • The Flows named "Dorma Kaba Integration …" need only be turned on if you want to use Dorma Kaba time clock terminals.
  • The Flows named "OKR …" need only be turned on if you want to use the HR for Dynamics OKR/Leadership module.

Result

After finishing this process, your HR for Dynamics system is running on the newest Rollup Update.
HR