Upgrades

General Information

Monthly Upgrades

Upgrades are released on a monthly basis.

The benefits of this approach are as follows:

• The upgrades will be performed in smaller batches.
• New features will come on-stream faster, as we can fast track key enhancements into early updates.

We will provide a list of updates and schedule for both the backup and production servers on this Wiki page.

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" 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 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.

---

---

Current Upgrade Package: June 2013

Watch this video to get a general overview of the new features in our May 2013 upgrade.

To watch these videos full screen, click on the YouTube link

The following server will be upgraded on Tuesday, June 11, 2013 at 10pm EST.

• smartsimple3.biz

The following servers will be upgraded on Thursday, June 13, 2013 at 10pm EST.

• smartsimple.com
• smartsimple2.biz
• smartsimple4.biz
• smartsimple.ca
• smartsimple.us
• smartsimple.biz
• smartsimple.ie (after 10pm Local Time)
• smartsimple.co.za (after 10pm Local Time)
• factorial.ca
• frontdeskinc.net

Important: The upgrade will be applied to your backup server one 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. 

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 13. The following features will be implemented as part of the upgrade cycle commencing in June 2013:

Global System Upgrades

The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to your server:

Session Timeout Alert

The Session Timeout feature automatically logs out any user when their session remains inactive for the defined number of minutes. With this upgrade, a Timeout Alert will be displayed 30 seconds before the session expires to alert the user to the fact that they will be logged out of the system. This feature can be disabled by selecting the "Disable Session Timeout Alert" option under Login & Security Settings on the Global Settings page.

If a user's session has expired, they will have the option to re-enter their username and password to save any unsaved changes.

Upgrade to Data Exchange

The Data Exchange feature now includes an exchange history for Tracking Activities. The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims. Now, the details of a particular exchange of Assessment data between an Insurer and an Independent Medical Examiner are easily accessible.

On-Demand System Upgrades

The following features will also be made available immediately with the application of the upgrade, but must first be enabled by a System Administrator:

User/Contact Security Audit

This new feature allows the System Administrator to enable, through Manager Permissions, a security audit log that tracks changes in user roles, user access levels, user types and password resets. The audit log displays the date/time the change was made, the user that made the change, the old value and the new value.

Mexican States

A list of the Mexican states will be automatically made available as a dropdown list from the State/Province standard field when "Mexico" is selected as the country on a company profile.
(the "Enable State / Province Combo-box" option must also be selected on the Company & Account Settings page.)

Upgrades to XML Data Field

• It is now possible to enable the Track Changes option for XML fields.
• XML fields now allow for tabbed sections. Example:

If you would like to receive the Technical Journal you may subscribe here

---

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.