Issue
When clicking the login button during the migration of Document Packages to a new environment, an error occurs.
Resolution
- In Salesforce Setup > Network Access, add these IP ranges in both Orgs:
UPDATED IPs:
- The Target Org User has been given a "DocGen Admin" permission set and DocGen license.
- In Setup > Session Settings, ensure "Lock sessions to the IP address from which they originated" and "Lock sessions to the domain in which they were first used" are unchecked.
- Ensure that the user account does NOT have a "Single sign-On" permission enabled for either Orgs.
- Setup > Connected Apps > Nintex DocGen for Salesforce > Permitted Users: Admin approved users are pre-authorized. Under Manage Profiles, add the applicable Profiles. IP Relaxation: Relax IP Restrictions
- Ensure that the source org doesn't have a newer version of DocGen than the destination org.
- Ensure that Orgs are not on the same Salesforce Instance. This can be found in Setup > Company Information --- there is a field called 'Instance'
- If migrating a large amount of DocGen Packages, please try 1 first, and then smaller groups of 10 or 20 to isolate if there is an issue with a specific DocGen Package
Additional Information
- If on an older version of the product, please perform this step if able: Click the "Authorize IP Ranges" button on the DDP Admin page from both Orgs.
- If you are on an older version of the product, click the "Disable Connected App" button on the DocGen Admin > Configuration > Settings page from both Orgs.
- Ensure that the following critical update is deactivated (may not be applicable) "Remove Instance Names From URLs for Visualforce, Community Builder, Site.com Studio, and Content Files"
