Hotfixqa runbook update

bcgov · Jul 17, 2024 · e9e571d · e9e571d
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diff --git a/runbooks/Post-refresh-Runbooks/ALR-Runbooks/ALR-SP10&11/Post refresh-Hotfixqa.md b/runbooks/Post-refresh-Runbooks/ALR-Runbooks/ALR-SP10&11/Post refresh-Hotfixqa.md
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+## Post refresh Deployment Runbook
+
+|Sandbo|`Post refresh runbook for Hotfixqa " ALR-SP-10,11"|
+|-|-|
+|Runbook Created|`2024-7-17`|
+|Runbook Last Modified|`2024-7-17`|
+
+## Pre-Requisites [5 min ]
+
+1. [x] Deployment User has assigned Permission Sets
+
+   1.EHIS Data Migration PS
+   2.EHIS Enable MFA PS
+   3.Action Plans PS
+   4.Document checklist PS
+   5.DocGen Designer PS
+   6.ALR All Users PG
+   7.ALR Data Analyst Users PG
+   8.Business Milestones and Life Events Access PS
+
+2. [x] Checkout to `release-ALR-SP10/11` code 
+
+## Assumptions
+
+1. Total excecution time ~ > 3 hrs
+
+## Open Items
+
+## Pre-Deployment Steps (1-2 hrs)
+
+1.[x]  Setup -> Organization-Wide Addresses- Change Display Name from Test to ALR Support Email
+   > Provide the below details:
+   1. Email Address: [email protected]> Save
+   2. from setup search for email - deliveribility - all email save it
+
+2.[x] ALR-818 creating Auth Provider and also search for Identity verification and check enable MFA option
+
+3.[x] Fix the OmniStudio package omnistudio:DML currently not allowed error (1 min)
+
+- Switch to Classic Mode. Click on the + sign from the Tab Panel. Search Documents.
+- Go to Documents.
+- In the Document folders section, click the dropdown list and select Vlocity Document Uploads
+- Click New Document.
+- Name and Unique Name = VlocityLogoDocumentUploads.
+- Attach the sample file [any image file will do] and click Save
+
+4.[x] Destructive deployment -
+
+1. Action Plan Template
+> sfdx force:source:deploy --manifest "destructive\destructive-post-refresh\package.xml" --postdestructivechanges "destructive\destructive-post-refresh\destructiveChanges.xml" -w 30 --targetusername [email protected]
+
+5.[x] Data Loading ALR-1180, ALR-1123
+
+1.Regulatory Authority
+2.Regulatory Authorization Type
+3.Regulatory Code
+4.Assessment Indicator Definition
+5.Regulatory Code Assessment Indicator
+6.Assessment Task Definition
+7.Assessment Task Indicator Definition
+8.Inspection Type
+
+- 2. [x] ALR-1123 After creating data for above objects verify ALR-1123, if not linked  excecute it manually  
+
+- 3. [x] Create Action plan templates from Jira ALR-1268
+
+- Load action plan templates through Work bench 
+- Now perform ALR-1268 LINK Assessment task definition to Action plan template Item
+
+6.[x] Delete DecisionMatrixversions , DecisionMatrixDefinitions
+   -Query and delete
+      > select Id , DeveloperName from DecisionMatrixDefinitionVersion 
+      > select Id , DeveloperName from DecisionMatrixDefinition 
+
+> while deleting decision matri[ ] definitions it will through error
+delete the flow
+> InspectionAssessmentTaskCreation and deploy it back during deployment
+
+## Deployment Steps (20 mins)
+
+1. [x] Deploy Decision Matrix (5 min)
+   - Deploy decisionMatrix Definition folder
+   > sfdx force:source:deploy --sourcepath "src-bre\main\default\decisionMatrixDefinition" --wait 30 --targetusername [email protected]
+
+> [ALR-1250] App launcher → Business Rules Engine → Lookup Table Navigation Tab
+   > Open one by one below matrix :
+      - Action Plan Template Decision Matrix
+      - Risk Score Decision Matrix 
+      - Assigned Score Decision Matrix 
+      - Total Compliance Score Decision Matrix
+   > Open - Open the Matrix version - edit - uncheck the Active checkbox - >  Upload the csv for the required decision Matrix -> activate the template again 
+
+2.[x] Deploy OmniStudio components and its dependencies (5 min)
+   > sfdx force:source:deploy --sourcepath "ehis-source\core\main\default\omniScripts,ehis-source\core\main\default\omniDataTransforms,src\main\default\omniDataTransforms,src\main\default\omniIntegrationProcedures,src\main\default\omniUiCard,src\main\default\omniScripts" --wait 30 --targetusername [email protected]
+
+3.[X]  Deploy full repository (~20 min)
+
+> [X] Verify folders
+      |Folder|Path|
+      |-|-|
+      |`src`|`src\main\default`|
+      |`src-access-mgmt`|`src-access-mgmt\main\default`|
+      |`src-ui`|`src-ui\main\default`|
+      |'Ehis-source'|
+
+> [x] Deploy
+
+- sfdx force:source:deploy --sourcepath "ehis-source,src-access-mgmt\main\default,src-ui\main\default,src\main\default" --wait 30 -u [email protected] -l RunLocalTests
+
+> [x] Deploy custom metadata env specific folder - This step is not required to DevOps org
+
+- sfdx force:source:deploy --sourcepath 
+"src-env-specific\hotfixqa\main\default\customMetadata" --wait 30 --targetusername [email protected]
+
+>[x] Re-activate Omnistudio components
+      1. App Launcher -> OmniStudio -> Omnistudio **Integration Procedures**
+      2. Locate all active custom **Integration Procedures** -> deactivate them -> activate them back.
+      3. App Launcher -> Omnifle[  ] cards -> **Omnistudio Fle[  ] Cards**
+      4. Locate all active custom **Fle[  ] Cards** -> open each Fle[  ] Card -> deactivate -> activate back.
+      5. App Launcher -> OmniStudio -> **OmniScripts**
+      6. Locate all active custom **OmniScripts** -> open each omni script -> deactivate -> activate back
+
+4.[x] ALR-1199 Go to Omniscript “RiskAssessment“ → Open active version → Click on dropdown and select “Select Deploy Standard Runtime Compatible LWC “ → Done.
+
+## Post-Deployment Steps (30 mins)
+
+1.[x] ALR-792 Residence ID will be starting at 000XX
+    1. Go to Object Manager and select the Account object
+    2. Click Fields & Relationships, select the UniqueAccountNumber__c field, then click Edit
+    3. Click Change Field Type. Select 'Te[  ] t' for the Data Type, then click Ne[  ] t - > Click Save on the ne[  ] t screen.
+    4. Repeat Step 2–4. For step 3, select 'Auto-Number' for the Data Type.
+    5. Set the Start Number as 10000
+
+2.[x] 1. Import Templates: ALR-1540,1014,932,899,1018,1085,1178
+      - App Launcher -> OMNISTUDIO - Document Template Designer
+      - Select import on right top and First Import all Json files 
+
+         - App launcher-> OMNISTUDIO -> Document template designer ->Import Jsonfile->deactivate-> replace file->select ppt (from below ppt)->save ->activate-> Save template 
+         |`CertificateTemplateSU`|
+         |`CertificateTemplateMH`|
+         |`CertificateTemplateSN`|
+
+         - App launcher->OMNISTUDIO -> Document template designer ->Import Jsonfile ->deactivate-> replace file->select Word doc->save ->activate->Save template.
+         |`InvoiceTemplate`|
+         |'RenewalReceiptTemplate'|
+         |'UnitReceiptTemplate'|
+         |'ApplicationFeeTemplate'|
+         |'RenewalInvoiceTemplate'|
+         |'RenewalInvoice_Templates'|
+         |`ReceiptTemplate`|
+         |`RenewalApplicationForm`|
+         |'GenerateInspectionPlan'|
+         |'LateFeeTemplate'|
+         |LateFee_Template|
+         |'InspectionReport'|
+
+3.[X] Update Sharing on Action Plan Template `Application Document Checklist template` record (1 min) ALR-793 ,853, 948
+
+   1. App Launcher -> Action Plan Templates -> **navigate** to `Application Document Checklist template updated version` record
+
+   [X] ALR-793 - As part of post deployment steps, after the creation of “Application Document Checklist template“, the status of this template is ‘Read only’, it's not visible to the users while adding a template on Action plan creation.
+   -So please do the following steps to activate the template, 
+   -Note: Login as Data Analyst
+   -Step 1: Clone the e[  ] isting Template and edit the Name as  “Application Document Checklist Template" 
+   -Step 2: After cloning the Original Action Plan Template
+   Before Publishing the template in the items section of Document checklist items
+   Click on reorder button present on the right side of the page and manually rearrange the items in the sorted order(01,02,03,04,05,….) and then publish it 
+   -Step 3: **Add** Sharing 
+
+      |Item Type|Item Name|Access Level|
+      |-|-|-|
+      |Public Group|`ALR Leadership Users PG`|Read/Write|
+      |Public Group|`ALR Registrar Users PG`|Read/Write|
+      |Public Group|`ALR Admin Users PG`|Read/Write|
+      |Public Group|`ALR Data Analyst Users PG`|Read/Write|
+      |Public Group|`ALR Investigator Users PG`|Read Only|
+
+   3. Click **Save**
+
+4. [x] EHIS-1282
+
+- "Login as EHIS Admin User and create 2 records mentioned below:
+
+a.  Steps: Go to Apps → Search Party Role Relationship → New → Mentioned below,Party Role Relationship Id = “Downstream-Upstream-AAR” (will be appear once it is created)
+
+- Role Name = “Downstream”
+- Relationship Object Name = “Account Account Relationship”
+- Related Inverse Record = “Upstream-Downstream-AAR” (First create without adding this, then once second record created, edit and add the second record)
+- Related Role Name = “Upstream”
+- Create Inverse Role Automatically = Fasle (does not work for PSS)
+
+b. Party Role Relationship Id = “Upstream-Downstream-AAR” (will be appear once it is created)
+
+- Role Name = “Upstream”
+- Relationship Object Name = “Account Account Relationship”
+- Related Inverse Record = “Downstream-Upstream-AAR” (First create without adding this, then once above record created, edit and add the above record)
+- Related Role Name = “Downstream”
+- Create Inverse Role Automatically = Fasle (does not work for PSS)"
+
+
+6. [x] ALR-1700
+- Log in to Salesforce.
+- Go to Setup->Search “Scheduled Jobs”->Scheduled Apex .
+- Provide the below details:
+  > Job Name->Trigger Email on March-15
+- Apex Class-> search and select “ScheduledEmailTrigger”
+  > Select Cron Expression->”0 0 0 15 3 ?”
+- Save
+
+7. [x] ALR-1701
+
+- Log in to Salesforce.
+- Go to Setup->Search “Scheduled Jobs”->Scheduled Ape[  ] .
+- Provide the below details:
+- Job Name->Trigger Email on Jan-15
+- Apex Class-> search and select “ScheduleSendEmail” - Select Cron Expression->”0 0 0 15 1 ?” - Save
+
+8. [x] ALR-1712
+- Schedule Jobs1:
+1.Log in to Salesforce.
+2.Go to Setup->Search “Scheduled Jobs”->Scheduled Apex.
+3.Provide the below details:
+Job Name->AccountStatusUpdateOnApril
+Apex Class-> search and select “AccountStatusUpdate”
+Select Cron Expression->0 0 0 1 4 ?
+4.Save
+
+- Schedule Jobs 2:
+1.Log in to Salesforce.
+2.Go to Setup->Search “Scheduled Jobs”->Scheduled Apex.
+3.Provide the below details:
+Job Name->AccountStatusUpdateOnMay
+Apex Class-> search and select “AccountStatusUpdateOnMay”
+Select Cron Expression->0 0 0 1 5 ?
+4.Save
+
+6.[x] ALR-1073,1102 This step needs to be done after creating Admin person in ORG
+
+7.[x] ALR-1206,ALR-1387,1386,1577 - This step to be performed after creating all users
+
+8.[x] Data loading EHIS-1064
+
+DevOps checklist:
+
+1. Make sure you activated the all docugen templates 
+2. Validate the flows in org with Repo make sure active/inactive versions in branch which are deployed by devops should match in org
+3. Email templates access and check body is present,html for templates 
+4. Decision matri[ ] data uploaded, activated back
+5. deploy env specific folder for alr.org specific 
+6. Ping Yen to send email to dawn to verify OWD