Revision as of 08:09, 30 March 2012

General Information

The SmartSimple platform is upgraded with new features and enhancements approximately every 2 to 3 months.

This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also subscribe to the Technical Journal that is sent out prior to each upgrade on the Newsletter Signup Page. (Unsubscribe here).

System Upgrade Process

The objective of the System Upgrade Process is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the Backup Server and Testing Instances Wiki article, or contact the SmartSimple support desk.

Backup Server Update

• Each backup server will be updated to the "release candidate" one week prior to the upgrade date.
• This update will provide for instance specific testing of release candidate, as you can log into your respective backup server and test the the changes against your most current data and configuration.
• Internal staff will also be using these servers to perform instance specific testing.

Update Go/No-Go

• Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.

Next Upgrade: May 2012

The following server will be upgraded on Thursday 17 May, 2012 at 10pm EST:

• smartsimple3.biz

The backup server (*.smartsimple3bk.biz) will be upgraded on Thursday May 10th for testing.

The following servers will be upgraded on Thursday 24 May, 2012 at 10pm EST.

• smartsimple.com
• smartsimple2.biz
• smartsimple4.biz

The associated backup servers will be upgraded on Thursday May 17th for testing.

The following servers will be upgraded on Thursday 31 May 2012 at 10pm EST.

• smartsimple.ca
• smartsimple.us
• smartsimple.biz
• smartsimple.ie (after 10pm GMT)
• factorial.ca

The associated backup servers will be upgraded on Thursday May 24th for testing.

Important: The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. Backup Server and Testing Instances

If your organization has a dedicated SmartSimple server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server after June 1st.

We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may subscribe here

The following is a tentative list of the features included in the upgrade.

Security

• Enforce from address in password e-mail: When a user clicks Send Password by default is uses their e-mail address as the from address in the system e-mail. With the from address used will always be the one defined on the User Email Templates page.

Company/Contact

• The List View for Associates/Associations can be customized via the Global Settings page.

Transactions

• Transaction Template Formula
• Transaction Template Page

Workflows

• Update Custom Field task type will be available on Company and Contact workflows
• Company and Contact Workflow connectors can be delayed to trigger on a date stored in a Custom Field on the Company/Contact record
• The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For Notes created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.

Previous Upgrades

Click on the links below to find detailed information on previous upgrades.

• The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.

Previous Upgrade: November 2011

Previous Upgrade: May 19th 2011

Previous Upgrade: October 1st 2010

Previous Upgrade: May 13th 2010

Previous Upgrade: October 1st 2009

Previous Upgrade: July 30th 2009

Previous Upgrade: May 28th 2009