S-Drive 2.2 Upgrade from 2.0

You can follow below instructions to upgrade S-Drive from 2.0 to 2.1:

    • Go to http://get.sdriveapp.com.
    • Click Get It Now button.
    • Select Log in to the AppExchange option.
    • Provide your login credentials and click Log in to Salesforce button.
    • Select Install in production or Install in sandbox based on your organization needs.
    • Review What You Are Installing and Where You Are Installing sections, check I have read and agree to the terms and conditions and click Confirm and Install! button.
    • Login to the installation org (production or sandbox) by providing your login credentials and click Log in to Salesforce button.
    • Select Install for All Users option and click Upgrade button.
    • Wait while S-Drive is being upgraded and make sure you see “Upgrade Complete!” message. Click Done.
    • If you already have custom objects from previous S-Drive version, you should add fields as described in following steps(You can ignore these steps for CaseFiles, AccountFiles, ContactFiles, OpportunityFiles and S3Object):
      • Login to your Salesforce account.
      • Go to Setup -> Create -> Objects -> <Your Custom Object File>
      • Go to Custom Fields & Relationships section.
      • Create following fields one by one by clicking New button and following on-screen instructions.
        Note: In each step you should check Visible checkbox for all Field-Level Security for Profile fields.
      • Is Deleted
        • Field Type: Checkbox
        • Field Label: Is Deleted
        • Field Name: Is_Deleted__c
        • Default Value: Unchecked
    • Open S-Drive Configuration tab, UpdateSDriveObjectsPage will be opened automatically. You can also open this page from S-Drive Configuration Tab –> General Settings Section –> Click Here to Update S-Drive Objects Link.
    • Check all “Set Fields” checkboxes and click “Update” button.

    • For using myDrive folders, there are also some configurations to be made:
      • First is to configure the sharing settings of “MyS3Object” which is the object used in myDrive folders. From Setup > Security > Sharing Settings page, click on Edit button and then edit the settings for MyS3Object as described below:
        • Default Internal Access -> Private
        • Default External Access ->Private
        • Grant Access Using Hierarchies -> Disabled
           Setting an object to Private makes records visible to record owners (and those above them in the role hierarchy, if the Grant Access Using Hierarchies setting is Enabled).
      • Second is to make new S-Drive tab visible in S-Drive package.
        • You need to delete the old S-Drive tab from Setup > User Interface > Tabs. In this page scroll down to Lightning Component Tabs, and delete the S-Drive tab.
        •  Setup > Apps > App Manager. From this page choose S-Drive and click Edit and Choose the Tabs to display.
  • If you would like to use S-Drive Versioning feature, open S-Drive Configuration tab and click Enable Versioning button to activate version upload feature.
    Important Note: If you enable versioning you can’t disable it later.
  • Note that Preview & Thumbnail feature will be auto enabled for S-Drive Folders (S3Object), and for myDrive Folders(MyS3Object), and Preview & Thumbnail will be generated for your future uploads to S-Drive Folders in 2.1. You can disable this feature from S-Drive Configuration Tab. You can also check Preview & Thumbnail conversion pricing here.
  • Now you can create folders, upload files and also use versioning feature with your custom objects using S-Drive 2.1.