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 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.

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Current Upgrade Package: March 2013

The following server will be upgraded on Tuesday, March 12, 2013 at 10pm EST.

• smartsimple3.biz

The following servers will be upgraded on Thursday, March 14, 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

The upgrade will be applied to the associated backup servers on Thursday, one week prior to the date scheduled for your production server, 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 February 14th.

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

List Views

• Enhanced the current saved search filters to also include your currently selected template/type and status options as well.
• Enhanced the ability to create multiple system list views per user role (previously limited to one system list view per user role).
• New ability to attach a saved search filter to system list views so they can be pre-filtered.
• New ability to manifest a list view as a menu tab. This can be used to update the UTA menu in addition to the current tabs for all Level 1 and all Level 2 objects.

Workflows

• Enhanced the routing ability of workflow tasks to be able to set the owner of an object (i.e. owner of a Level 1 or Level 2).

Standard and Custom Fields

• New ability to retain options within Select One – Combo Box/Select Many – Check Boxes options that have been retired and are no longer available, but need to be retained for historical value.
• New ability to sort Select Many – Check Boxes options vertically as well as horizontally.

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

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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.