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:

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:

• DocGenAP1 - https://ap1.docgen.nintex.io
• DocGenEU1 - https://eu1.docgen.nintex.io
• DocGenNA1 - https://na1.docgen.nintex.io
• DocGenNA2 - https://na2.docgen.nintex.io
• DocGenNA3 - https://na3.docgen.nintex.io
• DocGenPrevious - https://previous.docgen.nintex.io
• DocGenProduction - https://api.docgen.nintex.io
• DocGenReleaseCandidate - https://rc.docgen.nintex.io

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.

• Metrics - https://metrics-nds.docgen.nintex.io
• MetricsContent - https://content.metrics-nds.docgen.nintex.io
• MetricsData - https://data.metrics-nds.docgen.nintex.io

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.

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.