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Post-Install Steps for Omnistudio Document Generation Winter '23
To complete the installation of Omnistudio Document Generation, complete these tasks.
Before you start, be sure to install or upgrade Omnistudio and complete the post-installation or post-upgrade tasks. See Omnistudio Release Summary for Installation and Upgrade.
Many of the tasks require that you understand permission set combinations. There are three Permission Set combinations for Omnistudio Document Generation and Omnistudio non-Community users.
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DocGen Designer and Omnistudio Admin — Users can create document templates, create or import Omniscripts, and generate documents.
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DocGen Designer and Omnistudio User — Users can only generate and view documents. They can't create or view document templates.
Note You can set up a DocGen Standard User permission set using the DocGen Designer license by creating and assigning custom permissions set to a custom user profile.
- Create the Docgen Designer Standard User Permission Set for Omnistudio Document Generation
To create the Docgen Designer Standard User Permission Set, run one Apex command in the Developer Console. - Add DocGen Permission Sets to the Omnistudio Designer Permission Set Group for Omnistudio Document Generation Winter '23
In this procedure you add DocGen Permission Sets to the Permission Set Group for Omnistudio Designer users that you created. DocGen Designer permission set allows you to design document templates and generate documents. - Assign Permission Set Groups to Users for Omnistudio Document Generation Winter '23
This task applies to new users that need Omnistudio Permission Set Groups with DocGen Permission Sets assigned to them. - Create the Docgen Document Template Library for Omnistudio Document Generation Winter '23
Create the Docgen Document Template Library that stores the Document Templates you create. - Create the Document Generation Setting for Omnistudio Document Generation Winter '23
The Document Generation Setting you create determines the default mechanism for document generation, either Client-Side or Server-Side. - Create the Main Font Resources for Omnistudio Document Generation Winter '23
The font resources store the fonts your generated documents use. - Create RollbackDRChanges Setting for Omnistudio Document Generation Winter '23
If the Omnistudio Perm is enabled in your org, then you need to configure the RollbackDRChanges setting. - Import the Omniscript DataPacks for Omnistudio Document Generation Winter '23
The sample Omniscripts are provided as Static Resources, which you download and then import. - Activate the Latest Document Generation Omniscripts for Omnistudio Document Generation Winter '23
You activate the latest Document Generation Omniscripts by deactivating and then reactivating them.
