Upgrade apps

Upgrade allows administrators to install a new version of an app to an existing client who has an older version and enable conflict management during the push upgrade. This enables the administrator to select whether each changed entity should be updated in the install or left as it is.

Whereas an upgrade allows administrators to expand an app on their instance, Push updates allow creators to update older versions of an app on multiple instances at once.

Warning: Upgrades are recommended for non-initiated programs, since upgrades can impact live reports.

To upgrade an app:

  1. On the Installed Apps section of the Install Apps screen, click the tile of the app to upgrade.

    Screen capture showing Install Apps screen with list of installed apps

  2. Review the app Details tab for any app-specific pre-installation or installation steps and ensure they have been completed.

    Screen capture of the app Details screen showing the Upgrade button on the top right corner

  3. Click Upgrade.
  4. On Upgrade App, select a newer version of the app to install from the Version dropdown.

    Screen capture of the Upgrade App dialog with the version dropdown list showing all available versions

  5. Click Upgrade.

    Medallia Experience Cloud begins a validation process to ensure the version is safe to install and checks for conflicts between the app and the destination instance. Wait for the instance to validate the new version.

    Screen capture showing Installation tab and validation results

  6. Click Continue to preview app impact or go to the Mappings tab to verify how configuration entities in the newer version are mapped to entities in the older version on your instance.
    1. To perform custom mappings for the app:
      Important: Do not perform an upgrade with custom mappings without assistance from your Medallia expert.

      1. Select the desired entity type to map from the dropdown.

        Screen capture of the Advanced installation dialog with the option to do a custom mapping for the Time Periods entity

      2. Find the entity to map on the list and click on the corresponding Map to entity link.

        Map To shows a search box that lists all existing objects of that type in the instance.

        Highlighted Map to modal window

      3. Find the object to map to using either the search tool or scrolling through the options, and click on it.

      4. Complete these steps for all entities of all types that need to be mapped. Entities that you do not map are installed as they would be with a standard installation.

      5. Alternatively, click Upload mappings and select a file with the desired custom mappings for the upgrade.

      6. Click Save.

      7. Click Continue to preview app impact.

  7. When installing new versions to existing instances with live clients, do not undo the customizations made to older versions of the app. To prevent customizations that have been made from being lost when installing a new version of the app, resolve these conflicts before proceeding with the installation. For more information, see App impact preview.

  8. Once all conflicts have been managed or there are none detected, click Continue.

  9. Details tab updates to show the success or failure of the installation. For successful upgrades, the Installed version field shows the new version, as shown in this image:

    Screen capture of the app Details screen showing the new installed version

    Once the app is successfully installed, review the locales and ensure that those listed as Active prior to install are still active and any new locales added are either Inactive or Active and Condition="false". Correct any that have been changed.

  10. For failed installations, this area includes related error messages and links to download a full report or to see debug information.

  11. Click Close to return to the Install Apps screen.