Manually Updating ClickDimensions

Manually updating ClickDimensions is going to be very similar to deploying it. This article will detail the whole process, but if you’ve deployed ClickDimensions, please note that there are just a few extra steps that you should be aware of.

System Requirements: For on-premises deployments of CRM 2011, Update Rollup 12 or newer is required on the CRM server.
Note: You must be a System Administrator in order to manually update.

NOTE: It is always a good idea to backup your CRM database and/or customizations prior to importing or updating any managed solution from a third-party like ClickDimensions into your CRM.

NOTE: This note applies to 2016+ solutions only. When you complete an import in CRM 2016, you will see the following pop-up screen that asks for your region, Account Key, and Token. You will only need to fill out this information if any of these details have changed in the solution. If you do not need to change anything, just close this pop-up.

2016-wrong-org-pop-up

This occurs to help prevent connectivity issues caused by installing a solution intended for a different environment,  and the requested information can be found in the email you receive for the new solution file as well as within ClickDimensions Settings in CRM.

When installing the solution, you will see the following pop-up:

manual update overwrite customizations

VERY IMPORTANT: Be sure to uncheck “Stage for Upgrade” and select “Overwrite Customizations”. We do not support holding patches that will be created if “Stage for Upgrade” is selected, and this solution cannot be updated or uninstalled.

NOTE: Have you added custom fields to ClickDimensions entity forms or views? Read this article about best practices for your own custom fields.

NOTE: ClickDimensions is only able to generate the most recent available version of the solution file. If you think you will need to install an older version at a later date please be sure to download it while it is available and save it. The last version available for CRM 2011 is 8.2.1

First you’ll download the ClickDimensions package by clicking the Download button in the Auto Update window, which can be accessed at Settings > ClickDimensions > ClickDimensions Settings > Auto Update.

manual download button

Next, you’ll need to navigate to Settings > Process Center > Processes and view all your Active Processes. Please look for these five ClickDimensions Processes:

  • ClickDimensions Execute Send
  • ClickDimensions Execute Text Message Send
  • ClickDimensions Form Auto Responder
  • ClickDimensions Subscription Auto Response
  • ClickDimensions Survey Auto Responder

Once you’ve located these records you’ll need to assign them to yourself.

Activated Processes

Next, go to Settings > Customization > Solutions and click the Import button.

navigate-to-customizations

Solution Option

Solution Import


Once you’ve located these records you’ll need to assign them to yourself.

CDProcessesA

Next, go to Settings > Customization > Solutions and click the Import button.

Import

Browse to locate the .zip file you saved to your computer.

Select File

Click next and you will see an overview screen.

Next Screen

Click Next. On the following dialog select Overwrite customizations. Also be sure and check the Activate any processes… box below. This will enable CRM workflow processes used by our solution.

NOTE: This is necessary to ensure that all of our new features are enabled when your ClickDimensions solution is updated. However, if you have made customizations to entities that are included in the ClickDimensions solution, your customizations may be overwritten.

OverwriteCustomizations

Next you will see a progress bar as the solution is imported. If the background screen shows a connection error, disregard it. This is a harmless CRM bug that will not adversely affect the import.

Importing Solution

When the import is completed, go back to Settings > Process Center > Processes and you can reassign the five ClickDimensions workflows back that we assigned to your User earlier.

Want more information? Check out the Auto-Update FAQs.