NetLoan - Production Bundle Upgrade Preferences

Overview

This article outlines how to select how often your production bundle is upgraded for minor and major releases. Major releases occur semi-annually in the spring and fall. Minor releases occur every 3 weeks throughout the year. Trailing preferences provide you with an opportunity to test major releases in your sandbox upon release prior to upgrading your production account 4 weeks later.

STEP BY STEP PROCESS

1. Navigate to NetLoan > NetLoan Setup > System Setup.
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2. Select the "Manage Bundle" tab.
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3. Select your upgrade preferences from the "Upgrade Preference" dropdown.
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4. These are the available options:
   
   

   Preference	Description
   Accept All	Accept all major and minor releases as they are made available.
   Semi-Annual Upgrades - Leading	Accept semi-annual major releases as they are made available in March and September.
   Semi-Annual Upgrades - Trailing	Accept semi-annual major releases 4 weeks after they are made available in March and September.
   Annual Upgrade Spring - Leading	Only accept spring major releases as they are made available in March.
   Annual Upgrade Spring - Trailing	Only accept spring major releases 4 weeks after they are made available in March.
   Annual Upgrade Fall - Leading	Only accept fall major releases as they are made available in September.
   Annual Upgrade Fall - Trailing	Only accept fall major releases 4 weeks after they are made available in September.
   Custom	Upgrade the bundle only on a specific date selected in the "Next Upgrade Date" field. This date is required to be at least within one year of the most recent upgrade.

   
   
   
5. Click the Save button once you have selected your desired upgrade preference.
   
   
6. If you would like to receive release notes via email, please follow the instructions in this article.