NetLoan - Updating the Bundle
Overview
Netgain will continue to identify, develop, test, and deploy enhancements to NetLoan through regular bundle updates. As a managed bundle, updates are pushed to production environments by Netgain, while users have the flexibility to update NetLoan in sandbox environments as needed.
Users will be able to dictate how frequently they have bundle updates pushed out. For more information regarding how to make this determination as well as additional information regarding managed bundles, please refer to the Managed Bundles FAQs article.
When significant updates are available, your designated contact will receive a notification email containing the following details:
- A summary of key updates in the new version of NetLoan.
- Any required actions or setup steps to configure the updated bundle and enable its new functionality.
- An overview of upcoming enhancements and prioritized items on the development roadmap.
While updates will be automatically pushed based on your Managed Bundles preferences, administrators can also manually check for available updates at any time by navigating to the Installed Bundle Listing at Customization > SuiteBundler > Search & Install Bundles > List:
Regardless of Managed Bundle preferences, users can update the bundle at any time. The process varies depending on whether the update is for a Sandbox or Production environment. The step-by-step guide below outlines the process for each scenario.
Step by Step Process
Production
- To submit a bundle update request, please contact support@netgain.tech. Be sure to include the organization's name, the product(s) requiring the update, and the NetSuite ID of the instance that needs updating.
- The Netgain support team will notify the requester once the update has been deployed. Please note that the installation typically takes 10-15 minutes to complete after the update is pushed.
- To monitor the progress, navigate to Customization > SuiteBundler > Search & Install Bundles > List, scroll down to "Netgain | NetLoan," and check the "Status" column (refresh the page as needed):
Sandbox
- Go to Customization > SuiteBundler > Search & Install Bundles > List.
- Scroll down to "Netgain | NetLoan," hover over the green icon in the "Action" column (on the far left), and click Update:
- On the "Preview Bundle Update" page that follows, click the Update Bundle button:
- After the bundle update is initiated, progress can be monitored by scrolling down to "Netgain | NetLoan" and checking the "Status" column (refresh the page as needed). Please note that the installation typically takes 10-15 minutes to complete after the update is commenced:
Considerations
Depending on the update, once the process is complete, it may be necessary to adjust the NetLoan Loan form to hide unnecessary new fields or reorganize them according to preferences. To do this, click the Customize link in the top right corner while editing a NetLoan Loan record to modify the form layout as needed.