Use the Installation Manager in the Student Success Hub app to add unmanaged metadata to your org.
The Installation Manager on the SSH Settings page lets you deploy optional, unmanaged metadata, such as permission sets and sample reports, to your org. Use it as a starting point for your implementation and customize it for your institution.
-
In the Student Success Hub app, click
, and then search for and select SSH Settings. -
On the SSH Settings page, select the Installation Manager tab.
The first time that you use the Installation Manager, it asks for information about your org and requests access to it.
-
If prompted, select K-12 or Higher Education, click Continue, and then click Authorize.
-
Expand a plan name.
For more information about the plans, see Student Success Hub K-12 Installation Reference or Student Success Hub Higher Ed Installation Reference.
-
Select an option:
- Validate and Install
- Checks whether the org meets the configuration requirements for the plan to install successfully. If it does, then the installer deploys the metadata in the plan. If not, the check returns a list of errors. Resolve the errors and then try again.
- Validate
- Checks whether the org meets the configuration requirements for the plan to install successfully. If it does, then you can install the plan. If not, the check returns a list of errors. Resolve the errors and then try again.
- Install
- Deploys the metadata in the plan. You can run the installation only after passing the validation check.
- Review Changes
- See the changes that the installer applies when it deploys the metadata. You can review changes before or after installing a plan.