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DocGen Engine Upgrade - What you need to know

  • 30 March 2019
  • 5 replies
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Hello DocGen Admins,



 



With the DocGen Engine upgrade coming in the next few months, we want to make sure you are prepared for the upcoming changes. Please find details below regarding the upgrade process, timing including Sandbox switches, recommended steps to prepare, and any applicable action steps.



 



Upgrade Process



The process for the DocGen Engine will involve one or more the following steps:





  1. Upgrade of Nintex Drawloop DocGen for Salesforce to version 15.5.


  2. Switch to the new DocGen Engine.


  3. Activation new Remote Site Settings


  4. Activate new CSP Trusted Site


  5. IP address Whitelisting*




* IP Address whitelisting is required if the security policy to your Salesforce Org or other external systems requires it. See the IP Address Whitelisting section below for more details.



 



The following table outlines what is steps apply determined by the version of Nintex Drawloop DocGen installed:















































Version of Nintex Drawloop DocGen





Applicable Steps





15.1 to 15.4







  • Upgrade of Nintex Drawloop DocGen to version 15.5


  • Switch to new DocGen Engine


  • IP Address Whitelisting






14.11 to 15.0







  • Upgrade of Nintex Drawloop DocGen to version 15.5


  • Switch to new DocGen Engine


  • Activate Remote Site Settings


  • Activate CSP Trusted Site


  • IP Address Whitelisting






14.10 or lower







  • Switch to new DocGen Engine


  • IP Address Whitelisting






 



Upgrade of Nintex Drawloop DocGen



The latest version of Nintex Drawloop DocGen will be deployed to your org, no action is required by DocGen Admin for this step.



 



Switch to DocGen Engine



No action is required for this step, the switch is behind the scenes changes that will be enable your Salesforce Org to use the New DocGen Engine.



 



Remote Site Settings



Important: If your Salesforce Org is on version 14.11 to 15.0 when the upgrade of Nintex Drawloop DocGen is performed, to continue using the document generation service you will be required to activate Remote Site URLs on the Remote Site Settings found in Setup. Following is a list of the remote sites to activate in your org following the upgrade of Nintex Drawloop DocGen:





To activate the Remote Sites:





  1. Navigate to Setup in your Salesforce org,


  2. Quick Search for “Remote Site Settings” , or go to Administer > Security Controls > Remote Site Settings


  3. Click the Edit link for each of the sites listed above


  4. Toggle the Active checkbox such that is enabled


  5. Click Save




IP Address Whitelisting



If your company utilizes IP restrictions when connecting to your Salesforce org or any external systems as part of the DocGen process, such as SMTP email gateways or FTP/SFTP servers, you will want to add the following IP addresses to your current whitelist rules. 





  • 13.64.26.45


  • 13.64.28.37


  • 20.185.101.231


  • 20.185.105.142


  • 13.64.30.23


  • 40.67.186.248


  • 52.142.119.43


  • 40.81.58.156




 



CSP Trust Sites



Three (3) CSP Trust Sites will be included as part of the upgrade for Nintex Drawloop DocGen that will require activation.





To enable the CSP Trusted site:





  1. Navigate to Setup in your Salesforce org,


  2. Quick Search for “CSP Trusted Sites” , or go to Administer > Security Controls > CSP Trusted Sites


  3. Click the Edit link for each of the sites listed above


  4. Toggle the Active checkbox such that is enabled


  5. Click Save




Timing



Below you will find the dates for when upgrades and switches are scheduled, determined by Salesforce Org type (Sandbox vs Production) and the Nintex Drawloop DocGen for Salesforce application version installed.







































































































































Date





Salesforce Org Type





Nintex Drawloop DocGen
version installed





Action





Apr 3



9a PT





Sandbox





15.1 to 15.4





Upgrade of Nintex Drawloop DocGen
application





Apr 5



9a PT





Sandbox





15.1 to 15.5





Switch to new DocGen Engine





April 8



9a PT





Sandbox





14.11 to 15.0





Upgrade of Nintex Drawloop DocGen
application





April 10



9a PT





Sandbox





14.11 to 15.0





Switch to new DocGen Engine





April 19



6p PT





Production





15.1 to 15.4





Upgrade of Nintex Drawloop DocGen
application





April 26



6p PT





Production





14.11 to 15.0





Upgrade of Nintex Drawloop DocGen
application





May 10



6p PT





Production





15.1 to 15.5





Switch to new DocGen Engine





May 17



6p PT





Production





14.11 to 15.0





Switch to new DocGen Engine





June 8



6p PT





Production and Sandboxes





All remaining customers on
a version below 14.11





Switch to new DocGen Engine





 



Frequently Asked Questions



 



Are FedRAMP customers impacted?



No, FedRAMP customers will not be upgraded or switched the new DocGen Engine, they use their own dedicated Engine



 



Can I use the new DocGen Engine earlier than planned?



Yes, you can upgrade the package in your Salesforce org to the latest, and you will be able to take advantage of the new DocGen Engine before those on an older version of Nintex Drawloop DocGen.



 



For any other questions, please open a case for your account in the Nintex Customer Portal.

icon

Best answer by hans_vanmil 9 April 2019, 13:00

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5 replies

Hi,

In an email I received other IP Addresses.
Which ones are the correct ones?

IP Address Whitelisting
If your company utilizes IP restrictions when connecting to your Salesforce org or any external systems as part of the DocGen process, such as SMTP email gateways or FTP/SFTP servers, you will want to add the following IP addresses to your current whitelist rules:

  • 13.64.26.45
  • 13.64.28.37
  • 20.185.101.231
  • 20.185.105.142
  • 13.64.30.23
  • 40.67.186.248
  • 52.142.119.43
  • 40.81.58.156

Are there any new/updated/improved capabilities to docgen for salesforce with the New DocGen Engine? 

Hi hans_vanmil, 



 



The IP addresses listed in the email or on this page should match, and are the ones you would need to whitelist if required by any company access policies. Apologies for any confusion, when this post was first published we missed adding the full IP addresses, but was corrected soon after. 



 



Please let us know if you have any other questions. 

@doc - unfortunately we do not have a list of all the new or currently support capabilities for the DocGen Engine. The DocGen Engine itself is what processes your template files, the biggest improvements you will see are support for modern Microsoft Office features, such as PowerPoint templates found in Office 2016 but not previous versions, or spreadsheet functions from Excel 2016. Due to the number of features in Microsoft Office itself, as well as the number of combinations in using them (think font decorations with mutliple other ways to format or layout your content in a Word file), it's difficult for us to document everything we can support.



We're also making some behind the scenes upgrades such that the processing and generating your documents will be more performant. 

The company's IP address cannot be entered to DocGen Engine Upgrade, How do I do it



 



fnaf

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