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Upgrades

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Upgrades are applied automatically to Anypoint API Community Manager versions 2.2.0 and later.

Upgrades with new features are applied to sandbox environments four weeks before they are applied to production environments. Upgrades with only bug fixes are applied to sandbox environments two weeks before they are applied to production environments.

To ensure that the community administrator controls how their audience receives community changes, new functionality in upgrades is typically disabled until the community administrator enables it.

Because API Community Manager follows the standard support policy for MuleSoft cloud offerings, only the latest version of API Community Manager 2.x is supported. Additionally, API Community Manager 1.x reached End of Life (EOL) on August 14, 2021.

For information about upgrade notifications, see important notifications.

Upgrading to Version 2.7.0

Instead of using user profiles, API Community Manager now uses the following permission sets to define the visibility and access to external objects and Apex classes.

  • ACM Admin User

  • ACM Guest User

  • ACM Member User

For more information about using permission sets, see Permission Sets.

As part of the API Community Manager package, member user profiles are assigned to permission sets automatically. After the package is installed, a trigger searches for users with a Customer Community Profile and assigns the users to the ACM Member User permission set. For guest users, you must assign the ACM Guest User permission set using the API Community Manager Diagnostics or by manually adding the guest user profile to the permission set.

For custom profiles, you must update to the permission set after each release is installed. To avoid manual updates, assign the permission sets to custom profiles. After the new package is installed, the custom profiles are assigned to the permission sets automatically.

To create a new user, you must use the API Community Diagnostics or manually set the user profile to the corresponding permission set.

Upgrading to Version 2.5.0

After installing the package for version 2.5.0, follow these steps:

  1. Manually update the administrator profile.

    1. Click Setup > Profiles > System Admin > Apex Class Access, add ApiCuratorController to enable Apex Classes, and Save.

    2. Add the new Member Management tab to Api Curator.

    3. Click Interface Setup > User Management Settings > Disable Enhanced Profile User Interface, change the User Management Settings, and disable the Enhanced Profile User.

    4. Click Setup > Profiles > Edit, scroll to Custom Tab Settings > Member Management > Default On, and Save.

    5. Click Interface Setup > User Management Settings > and enable Enhanced Profile User Interface.

  2. In each community, run the diagnostics and click "Fix all" to set permissions on all new objects.

  3. To use the new API discussion forum feeds, enable feed tracking.

    1. In each community, open Setup, in Quick Find search for "Feed Tracking" and select it, select the CommunityApi object, enable the option Enable Feed Tracking, and Save.

    2. In the builder, in the Feed component set Feed Type to Group or Record, and in the Feed Publisher component set Feed Type to Record.

    3. To configure which users are visible to other users in the API discussion forum feeds, optionally enable portal user visibility, site user visibility, or both.

      1. Optionally open Setup > Sharing Settings > Organization-Wide Defaults > Edit and enable Portal User Visibility.

        Portal user availability enables portal users in the same customer or partner portal account to see each other, regardless of the organization-wide defaults.

      2. Optionally open Setup > Sharing Settings > Organization-Wide Defaults > Edit and enable Site User Visibility.

        Site user availability enables site users in the same site to see each other, regardless of the organization-wide defaults.

Upgrading to Version 2

After you install an Anypoint API Community Manager upgrade, it is not possible to undo the installation and revert to a previous version. Therefore, be sure to create safe sandbox environments in which you test each upgrade before installing it in your production environment. For more information, see sandboxes.

Upgrade directly from your current version to the latest version.

To upgrade your API community:

  1. Before performing any steps, read all the steps, including preinstallation and postinstallation.

  2. If necessary, notify your customers and stakeholders of the upgrade, and that APIs, docs, and client app pages may not work during the upgrade during the time after installing the new package and before completing the required configuration changes.

  3. Ensure that your Salesforce organizations have the External Data Change Tracking for OData 4.0 Adapter feature enabled:

    1. Before upgrading the package in your production or sandbox organization, check that your organization has this feature enabled by going to Setup > External Data Source and editing the Exchange data source.

    2. If you don’t see an Eligible for External Change Data Capture checkbox, raise a support case through the MuleSoft support portal and list the IDs of all your Salesforce API Community Manager organizations, including the IDs of all production and sandbox organizations.

      Attempting to upgrade the package without this feature enabled causes the process to fail with errors due to missing objects and fields related to a missing ChangeEvent object.

  4. Open the API Community Manager control panel.

  5. In the same browser session, open the package upgrade installation link provided by your MuleSoft representative.

  6. Verify the version number and name of the release.

  7. If you are upgrading from a package version earlier than 1.26, follow the Preinstallation Steps When Upgrading from a Version Earlier Than 1.26 and then continue with these instructions.

  8. If you are upgrading from a package version earlier than 1.74, follow the Preinstallation Steps When Upgrading from a Version Earlier Than 1.74 and then continue with these instructions.

  9. If you are upgrading from a package version earlier than 1.77, follow the Preinstallation Steps When Upgrading from a Version Earlier Than 1.77 and then continue with these instructions.

  10. Select Install for admins only.

  11. Select Upgrade.

    This starts the installation process.

    When the upgrade finishes, you receive a notification email.

  12. If you are upgrading from package version 1.62 or earlier, follow the Postinstallation Steps When Upgrading from Version 1.62 or Earlier and then continue with these instructions.

  13. If you are upgrading from a package version earlier than 1.69, follow the Postinstallation Steps When Upgrading from a Version Earlier Than 1.69 and then continue with these instructions.

  14. If you are upgrading from a package version earlier than 1.74, follow the Postinstallation Steps When Upgrading from a Version Earlier Than 1.74 and then continue with these instructions.

  15. If you are upgrading from a package version earlier than 1.77, follow the Postinstallation Steps When Upgrading from a Version Earlier Than 1.77 and then continue with these instructions.

  16. If you are upgrading from a package version earlier than 1.79, follow the Postinstallation Steps When Upgrading from a Version Earlier Than 1.79 and then continue with these instructions.

  17. If you are upgrading from a package version earlier than 1.80.1, follow the Postinstallation Steps When Upgrading from a Version Earlier Than 1.80.1 and then continue with these instructions.

  18. If you are upgrading from a package version earlier than 1.82, follow the Postinstallation Steps When Upgrading from a Version Earlier Than 1.82 and then continue with these instructions.

  19. If you are upgrading from a package version earlier than 2.0, follow the Postinstallation Steps When Upgrading from a Version Earlier Than 2.0.

Preinstallation Steps When Upgrading from a Version Earlier Than 1.26

If you are upgrading from a package version earlier than 1.26, follow these steps:

  1. Go to Salesforce Workbench: https://workbench.developerforce.com/

  2. Select Standard.

  3. Enter your username and password.

  4. Click the Login button.

  5. In the Queries menu, click SOQL Query.

  6. In the Object list, select NavigationLinkSet.

  7. In the Fields list, select Id and MasterLabel.

  8. Click the Query button.

  9. The query results are displayed as a list of records.

  10. Find the records with the MasterLabel field set to NTO_Nav0 and acm_template_Nav0.

  11. Click the Id of the record with the MasterLabel field NTO_Nav0.

  12. Click the Delete button.

  13. Click the Confirm delete button.

  14. Click the Id of the record with the MasterLabel field acm_template_Nav0.

  15. Click the Delete button.

  16. Click the Confirm delete button.

  17. Continue with normal package installation.

Return to the main list of upgrade instructions to continue.

Preinstallation Steps When Upgrading from a Version Earlier Than 1.74

If you are upgrading from a package version earlier than 1.74, follow these steps:

  1. Create a new named credential:

    1. Click Setup > Named Credentials.

    2. Copy the configuration information from the named credential anypoint_mulesoft.

    3. Create a new named credential with the name Anypoint and matching configuration.

  2. Update the external data source:

    1. Click Setup > External Data Source > Exchange > Edit.

    2. Set URL to callout:Anypoint/odatabridge/odata.svc/.

    3. Ensure that Eligible for External Change Data Capture is enabled.

    4. Save.

  3. Update the previous named credential:

    1. Click Setup > Named Credentials.

    2. Modify the named credential anypoint_mulesoft.

    3. Set Identity Type to Named Principal.

    4. Set Authentication Protocol to Password Authentication.

    5. Set Username to the placeholder value user.

    6. Set Password to the placeholder value pass.

    7. In the section Callout Options, enable Generate Authorization Header, Allow Merge Fields in HTTP Header, and Allow Merge Fields in HTTP Body.

Return to the main list of upgrade instructions to continue.

Preinstallation Steps When Upgrading from a Version Earlier Than 1.77

If you are upgrading from a package version earlier than 1.77, follow these steps:

  1. Open the Developer Console and open the Query Editor.

  2. Enter SELECT Id, Name, Owner.Name, Owner.IsActive FROM acm_pkg__CommunityApi__c WHERE Owner.IsActive = false and click Execute.

  3. If the query lists any users, change their status to active with the reactivate a user instructions.

Return to the main list of upgrade instructions to continue.

Postinstallation Steps When Upgrading from Version 1.62 or Earlier

If you are upgrading from package version 1.62 or earlier, after installing, ensure both Member and Guest profiles have field-level Read access to the ParentId field in the CommunityAPI object:

  1. Configure the Member profile:

    1. Click Setup > Profiles.

    2. Open the Member profile.

    3. Click Object settings > CommunityAPI.

    4. Ensure the ParentId field has Read access.

    5. Save.

  2. Configure the Guest profile:

    1. Click Community builder > Settings > General.

    2. Open the Guest profile.

    3. Click Object settings > CommunityAPI.

    4. Ensure the ParentId field has Read access.

    5. Save.

Return to the main list of upgrade instructions to continue.

Postinstallation Steps When Upgrading from a Version Earlier Than 1.69

If you are upgrading from a package version earlier than 1.69, update the permissions of the Member and Guest profiles on the SelfRegisterUserRequests object:

  1. Configure the Member profile permissions:

    1. Click Setup > Profiles.

    2. Open the Member profile.

    3. Click Object settings > SelfRegisterUserRequests.

    4. Ensure there are no object level permissions and no field level permissions for this profile on this object.

  2. Configure the Guest profile permissions:

    1. Open the community builder.

    2. Click Settings > General.

    3. Open the Guest profile.

    4. Click Object settings > SelfRegisterUserRequests.

    5. Ensure that object level permissions include only Create and Read.

    6. Ensure that field level permissions for all fields include only Read and Edit.

  3. Check that your permissions match those in the Configure Profiles and Permissions documentation.

Return to the main list of upgrade instructions to continue.

Postinstallation Steps When Upgrading from a Version Earlier Than 1.74

If you are upgrading from a package version earlier than 1.74, follow these steps:

  1. Click Setup > External Data Source > Exchange.

  2. In the section Custom HTTP Headers, set X-Auth-Proto to the value 'JWT', including the single quotes.

  3. Save.

  4. Upgrading to version 1.74 removes the Spec Downloader component from the community API Details page.

    In the community builder, in Pages > CommunityApi > API Detail, add the Spec Downloader component.

Return to the main list of upgrade instructions to continue.

Postinstallation Steps When Upgrading from a Version Earlier Than 1.77

Potential degraded service of your community: Upgrading from a package version earlier than 1.77 requires mandatory configuration updates. When the new package is installed, user access to assets in the community is disabled. When the configuration is complete, user access to assets in the community is enabled.

If you are upgrading from a package version earlier than 1.77, follow these steps:

Configure sharing settings for guests:

  1. In Setup, search for Security using the Quick Find box and click Sharing Settings.

  2. Scroll to the CommunityAssetVersions Sharing Rules section near the bottom of the page and click New.

  3. In the Rule Name section, update Label with [Site Name] Sharing Rule.

  4. In the Select your rule type section, select Guest user access, based on criteria.

  5. In the Select which records to be shared section, add these criteria.

    1. Field: Community Name Operator: equals Value: [Site Name]

    2. Field: Visibility Operator: equals Value: Public

  6. In Select the users to share with, select [Site Name] Site Guest User.

  7. In Select the level of access for the users, select Read Only.

  8. Save.

  9. In the API Community Manager control panel, open Community Builder and click Settings > General.

  10. In the Guest user profile section, click [Site Name] Profile.

  11. For each of the four objects CommunityAssetVersions, AnypointAssetCategories, AnypointAssets, and AnypointAssetVersion, in Object Permissions ensure Read is enabled, and in Field Permissions ensure all fields have Read Access enabled.

  12. For the object CommunityAssetVersions, in Custom Object Permissions ensure Read is enabled.

  13. For the object AnypointApiInstances, in Field Permissions ensure that Version and VersionGroup have Read Access enabled.

  14. In External Object Permissions, ensure each item has Read enabled.

  15. Save.

Configure sharing settings for members:

  1. In Setup, search for Digital Experiences using the Quick Find box, and click Settings.

  2. Scroll to Sharing Sets and click Edit next to the set [Site Name] Sharing Set.

  3. In the Select Objects section, select CommunityAssetVersions from Available Objects and add it to Selected Objects.

  4. In the Configure Access section, select Set Up under the Action column next to CommunityAssetVersions.

  5. In the Access Mapping for *CommunityAssetVersions page enter these values.

    1. Account in the User list.

    2. acm_pkg__Account_c in the Target CommunityAssetVersions list.

    3. Read Only in the Access Level list.

  6. Update.

  7. Save.

  8. In Setup, search for Users using the Quick Find box and click Profiles.

  9. Repeat the following steps for each of the profiles for your users.

    There may be one or more user profiles to configure.

  10. Click the profile.

  11. In the profile page, click Edit.

  12. For each of the four objects CommunityAssetVersions, AnypointAssetCategories, AnypointAssets, and AnypointAssetVersion, in Object Permissions ensure Read is enabled, and in Field Permissions ensure all fields have Read Access enabled.

  13. For the object CommunityAssetVersions, in Custom Object Permissions ensure Read is enabled.

  14. For the object AnypointApiInstances, in Field Permissions ensure that Version and VersionGroup have Read Access enabled.

  15. In External Object Permissions, ensure each item has Read enabled.

  16. Save.

If you ever change the name of your community, be sure to update this configuration.

Return to the main list of upgrade instructions to continue.

Postinstallation Steps When Upgrading from a Version Earlier Than 1.79

If you are upgrading from a package version earlier than 1.79, update the permissions of the Member and Guest profiles on the AnypointClientProviders object:

  1. Configure the Member profile permissions:

    1. Click Setup > Profiles.

    2. Open the Member profile.

    3. Click Object settings > AnypointClientProviders.

    4. Ensure Read is enabled, and in Field Permissions ensure all fields have Read Access enabled.

  2. Configure the Guest profile permissions:

    1. Open the community builder.

    2. Click Settings > General.

    3. Open the Guest profile.

    4. Click Object settings > AnypointClientProviders.

    5. Ensure Read is enabled, and in Field Permissions ensure all fields have Read Access enabled.

  3. Check that your permissions match those in the Configure Profiles and Permissions documentation.

Return to the main list of upgrade instructions to continue.

Postinstallation Steps When Upgrading from a Version Earlier Than 1.80.1

If you are upgrading from a package version earlier than 1.80.1, update the permissions of the Member and Guest profiles on the AnypointGrantTypes object, and ensure both Member and Guest profiles have field-level Read access to the GrantTypes field in the AnypointApplications object:

  1. Configure the Member profile permissions:

    1. Click Setup > Profiles.

    2. Open the Member profile.

    3. Click Object settings > AnypointGrantTypes.

    4. Ensure that Read is enabled and, in Field Permissions, ensure that all fields have Read Access enabled.

    5. Click Object settings > AnypointApplications.

    6. Ensure that the GrantTypes field has Read access.

    7. Save.

  2. Configure the Guest profile permissions:

    1. Open the community builder.

    2. Click Settings > General.

    3. Open the Guest profile.

    4. Click Object settings > AnypointGrantTypes.

    5. Ensure that Read is enabled and, in Field Permissions, ensure that all fields have Read Access enabled.

    6. Click Object settings > AnypointApplications.

    7. Ensure that the GrantTypes field has Read access.

    8. Save.

  3. Verify that your permissions match those in the Configure Profiles and Permissions documentation.

Return to the main list of upgrade instructions to continue.

Postinstallation Steps When Upgrading from a Version Earlier Than 1.82

If you are upgrading from a package version earlier than 1.82, use either the automatic or manual configuration method to update the permissions of the Member and Guest profiles on the AnypointAssetCustomFields and AnypointCustomFields objects, and ensure both Member and Guest profiles have field-level Read access to the AssetVersionId field in the AnypointApiInstances object.

Automatic configuration:

  1. From the Anypoint API Community Manager control panel, open the Salesforce App Launcher and search for API community manager diagnostics.

  2. In the User Access tab, in the section Guest User, click Fix all.

  3. In the User Access tab, in the section Member User, click Fix all.

  4. Verify that your permissions match those in the Configure Profiles and Permissions documentation.

Manual configuration:

  1. Configure the Member profile permissions:

    1. Click Setup > Profiles.

    2. Open the Member profile.

    3. Click Object settings > AnypointAssetCustomFields.

    4. Ensure that Read is enabled and, in Field Permissions, ensure that all fields have Read Access enabled.

    5. Click Object settings > AnypointCustomFields.

    6. Ensure that Read is enabled and, in Field Permissions, ensure that all fields have Read Access enabled.

    7. Click Object settings > AnypointApiInstances.

    8. Ensure that the AssetVersionId field has Read access.

    9. Save.

    10. Click Apex Class Access.

    11. Click Edit.

    12. Select the class acm_pkg.ApiVersionHeader in the list and click Add to make it accessible.

    13. Click Save.

  2. Configure the Guest profile permissions:

    1. Open the community builder.

    2. Click Settings > General.

    3. Open the Guest profile.

    4. Click Object settings > AnypointAssetCustomFields.

    5. Ensure that Read is enabled and, in Field Permissions, ensure that all fields have Read Access enabled.

    6. Click Object settings > AnypointCustomFields.

    7. Ensure that Read is enabled and, in Field Permissions, ensure that all fields have Read Access enabled.

    8. Click Object settings > AnypointApiInstances.

    9. Ensure that the AssetVersionId field has Read access.

    10. Save.

    11. Click Apex Class Access.

    12. Click Edit.

    13. Select the class acm_pkg.ApiVersionHeader in the list and click Add to make it accessible.

    14. Click Save.

  3. Verify that your permissions match those in the Configure Profiles and Permissions documentation.

Return to the main list of upgrade instructions to continue.

Postinstallation Steps When Upgrading from a Version Earlier Than 2.0

If you are upgrading from a package version earlier than 2.0, use either the automatic or manual configuration method to update the permissions of the member and guest profiles. Both profiles require field-level read access to the AssetId field in the AnypointApiInstances object.

Automatic configuration:

  1. From the Anypoint API Community Manager control panel, open the Salesforce App Launcher and search for API community manager diagnostics.

  2. In the User Access tab, in the sections Guest User and Member User, click Fix all.

  3. Verify that your permissions match those in the Configure Profiles and Permissions documentation.

Manual configuration:

  1. Configure the member profile permissions:

    1. Click Setup > Profiles.

    2. Open the Member profile.

    3. Click Object settings > AnypointApiInstances.

    4. Ensure that the AssetId field has Read access.

    5. Save.

  2. Configure the guest profile permissions:

    1. Open the community builder.

    2. Click Settings > General.

    3. Open the Guest profile.

    4. Click Object settings > AnypointApiInstances.

    5. Ensure that the AssetId field has Read access.

    6. Save.

  3. Verify that your permissions match those in the Configure Profiles and Permissions documentation.

See Also