Previous Upgrade: February 2013
Contents
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" on the Tuesday 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.
- The update will stay in place on the backup server for the Tuesday, Wednesday and Thursday of the update week.
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 Thursday at 12:00pm.
WebEx
- There will be a Pre-Release WebEx session the week prior to each upgrade that will provide technical details on how to implement and use the new features and enhancements.
- Topic: SmartSimple October Upgrade
- Date: Tuesday, September 28, 2010
- Time: 2:00 pm, EST
- Meeting Number: 577 761 264
- Meeting Password: Tech38
- We have arranged a toll-free teleconference using the following numbers:
- 416-343-4997 (Local dial-in)
- 1-866-440-4486 (Toll free dial-in)
- 800-2355-0000 (Global dial-in)
• Teleconference ID: 8914632 • Webex Link: https://smartsimple.webex.com
Next Upgrade: April 2011
The next upgrade is tentatively scheduled for April 2011.
Specific details will be provided nearer to the date of the upgrade.
The following is a partial list of the features that are scheduled to be included.
- Note: this list is subject to revision.
Security
- Persistent Login
This upgrade will provide a number of additional security enhancements which will be announced when the Technical Journal is sent out.
UTA Enhancements
- Level 1 template can be restricted to a set of branches, rather than just one.
- Quick entry feature to create multiple Level 2 records at the same time
- When displaying Level 2 records on the contact calender, which records are shown can be controlled by Status.
- Ability to set which Statuses are available to each Level 2 or Level 3 "Type".
- Search panel can search for empty fields using "Is Empty".
Misc
Advanced Logic
- A global autonumber field can be specified as a System Variable.
- GlobalAvanced Logic to control who is permitted to edit contact/user profiles.
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.