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Preventing Data Loss When Upgrading a Customization Package

You can prevent data loss when upgrading a customization package by notifying your users on how to correctly manage customization packages.

In Oracle CRM On Demand Desktop, each role can have only one active customization package assigned to it. If you did not update the data structure in the customization package, then the customization package is compatible for the upgrade, and no new synchronization is needed.

However, if you did change the data structure in the customization package, then Oracle CRM On Demand Desktop might need to erase all the existing data in Microsoft Outlook, and to perform an initial synchronization. To prevent this, do the following:

1. Alert all Oracle CRM On Demand Desktop users in your company about the scheduled upgrade of the customization package.
2. Confirm the date on which the new package will be active.
3. Request that all Oracle CRM On Demand Desktop users in your company synchronize all changes before the scheduled upgrade date.

   When all users have synchronized, all changes are saved on the Oracle CRM On Demand server.

4. Add an end date to all currently active customization packages. This date must be equal to the scheduled upgrade date.

   You can do this by temporarily unpublishing the active customization packages. It is recommended that you perform this step during company downtime. This step prevents users receiving errors when there is no currently active published customization package. For more information, see Publishing or Unpublishing Customization Packages.

5. Make the new installer available to all the users in the company by uploading the new installer to the required location.
6. When Oracle CRM On Demand Desktop users log in after the scheduled date, the new customization package is available in the new installer which is active and ready for implementation.

   For more information, see Overview of Installing Oracle CRM On Demand Desktop. When Oracle CRM On Demand Desktop users log in, the new customization package is active and ready for use.