|
|
| (43 intermediate revisions by 5 users not shown) |
| Line 1: |
Line 1: |
| − | =General Information=
| + | The following features were implemented as part of the upgrade cycle commencing in February 2013: |
| | | | |
| − | ===New Monthly Upgrades=== | + | ===Universal Tracking Application=== |
| − | The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.
| + | * New [[caption]] setting introduced for the configuration of [[Template|type]]/[[status]] of objects, allowing you to change the default display name of a type/status. New [[Variable List|variables]] @statuscaption@ and @typecaption@ have been introduced to retrieve these captions. |
| − | | + | <!--17980 - Captions in English--> |
| − | '''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''
| + | <!--Variable List page updated--> |
| − | | + | * New language translation setting introduced for the configuration of types and statuses for the UTA at Level 1, Level 2, and Level 3. New [[Variable List|variables]] @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the current user. |
| − | The benefits of this approach are as follows:
| + | * New [[Field Permission Matrix|field visibility matrix]] introduced allowing you to configure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk. |
| − | :* The upgrades will be performed in smaller batches.
| + | * Enhanced the UTA [[Batch Update|batch update]] feature to open directly off your current list view results instead of directing to a separate search page. |
| − | :* New features will come on-stream faster, as we can fast track key enhancements into early updates.
| + | * Enhanced the UTA [[Batch Update|batch update]] feature with the ability to update multiple contacts/group for UTA Level 1. |
| − | | |
| − | The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller.
| |
| − | | |
| − | 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 [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ 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 and Testing Instances|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 Testing Instances|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. | |
| | | | |
| − | | + | ===Variable Processor=== |
| − | | + | * New [[Variable List|variable]] @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time. |
| − | ----
| + | <!--17466 - Would like to have timezone variable that runs on the report builder--> |
| − | ----
| + | <!--Variable List page updated--> |
| − | | |
| − | =Next Upgrade: November 2012= | |
| − | | |
| − | The following server will be upgraded on Tuesday November 27, 2012 at 10pm EST:
| |
| − | :* smartsimple3.biz
| |
| − | The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday November 22th for testing.
| |
| − | | |
| − | | |
| − | | |
| − | The following servers will be upgraded on Thursday November 29, 2012 at 10pm EST.
| |
| − | :* smartsimple.com
| |
| − | :* smartsimple2.biz
| |
| − | :* smartsimple4.biz
| |
| − | :* smartsimple.ca
| |
| − | :* smartsimple.us
| |
| − | :* smartsimple.biz
| |
| − | :* smartsimple.ie (after 10pm Local Time)
| |
| − | :* smartsimple.ca.za (after 10pm Local Time)
| |
| − | :* factorial.ca
| |
| − | :* frontdeskinc.net
| |
| − | | |
| − | The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday November 22nd 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''' November 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 [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]
| |
| − | | |
| − | | |
| − | | |
| − | The following is a '''tentative''' list of the features included in the upgrade.
| |
| − | | |
| − | ==New / Updated Features==
| |
| − | ===Universal Tracking Application===
| |
| − | * New Duplicate Check Settings tab added on Level 1 templates.
| |
| − | <!-- 14692 - duplicate check across L1 --> | |
| − | * New ability added to configure multiple submit buttons on Level 1 with varying visibility conditions that move the Level 1 to various statuses.
| |
| − | <!-- 10591 --> | |
| | | | |
| | ===Standard and Custom Fields=== | | ===Standard and Custom Fields=== |
| − | * The Level 1 '''Branch''' standard field can be configured to allow external companies as well as internal companies. | + | * Enhanced the account [[list view]] within a [[UTA]] with the ability to list the account [[owner]] as a column. |
| − | <!-- 16829 - Enable External Company for Branch -->
| + | * New ability to update the [[display order]] of only a selected group of [[custom fields]] within [[Batch Update|batch update]] (previously forced to update display order of all custom fields). |
| − | * A new '''Middle Name''' standard field on contacts.
| |
| − | <!-- 16981 - Middle Name contact standard field -->
| |
| − | * [[Custom Field Type: Dynamic Data – Dynamic Control Field|Dynamic Data]] and [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] custom fields can now be manifested as radio buttons.
| |
| − | <!-- 15324 - Dynamic Control Field - Checkboxes -->
| |
| − | * Prefix/Suffix standard fields on Contacts can now be customized as drop-down boxes.
| |
| − | <!-- 11217 – prefix/suffix standard fields on contacts can now be customized as drop-down boxes. -->
| |
| − | | |
| − | ===Reports===
| |
| − | * System variables can now be used on report criteria.
| |
| − | <!-- 15368 - System variable on report criteria -->
| |
| − | * New report added to Usage Statistics category: Maximum Concurrent External Users (shows maximum amount of users logged in per month) - (can be added on demand).
| |
| − | <!-- 13339 - Concurrent Connections Report -->
| |
| − | * New "Enable Translation" feature added to Advanced Report Settings to allow report headers to use translation options in language library.
| |
| − | <!-- 12919 - Translate report column headings -->
| |
| − | | |
| − | ===Communication===
| |
| − | * The "From" address in workflow emails can now be configured using variables.
| |
| − | <!-- 16880 - Variables in E-Mail From Address -->
| |
| − | | |
| − | ===Autoloader===
| |
| − | * The autoloader is being enhanced substantially as part of this upgrade, including features such as:
| |
| − | :* Strict CSV - ability to autoload data that contains line breaks within the content.
| |
| − | :* Pre-processing files - ability to combine multiple columns into a single field value.
| |
| − | :* Retrieval from external sources - ability to schedule automated workflows to retrieve data from external sources via Web Services, FTP, SFTP, HTTP file access.
| |
| − | :* Workflow triggering – ability to trigger user or company workflows on every record upon autoloading.
| |
| − | <!-- 16233 - Autoloader - option to run Workflow against all records -->
| |
| − | | |
| − | ===Miscellaneous===
| |
| − | * A Manager Permission has been added to enable a "Save Draft" button on company and contact records.
| |
| − | <!-- 11582 - Need a Save Draft button on contacts and accounts -->
| |
| − | * Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.
| |
| − | <!-- 16315 - Record Count on Global Setting Page -->
| |
| − | * Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.
| |
| − | <!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->
| |
| − | * New Timezone option to replace "Time Distance in Hour" offset in Personal Settings page.
| |
| − | <!-- 16356 - Timezone settings to replace offset -->
| |
| − | * Basic search allows for searches based on type.
| |
| − | * Loading a list view now defaults to last set of search criteria used.
| |
| − | <!-- 16751 – basic search allows you to search based on type now, also loading the list view automatically runs the last search you used. -->
| |
| − | | |
| − | | |
| | | | |
| − | ----
| + | ===Transactions=== |
| | + | * Enhanced [[:Category:Transactions|transactions]] with the ability to enable [[Record Lock|record locking]]. |
| | | | |
| − | =Previous Upgrades= | + | ===Integration=== |
| − | Click on the links below to find detailed information on previous upgrades.
| + | * Enhanced PubMed service with the additional ability to search on publication date. |
| − | * The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date. | + | * Introduced [[integration]] with GuideStar service and ability to search their database. |
| | | | |
| − | ==[[Previous Upgrade: October 2012]]==
| |
| − | ==[[Previous Upgrade: May 2012]]==
| |
| − | ==[[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]]==
| |
| | | | |
| | | | |
| − | [[Category:Upgrades| ]] | + | [[Category:Upgrades| 2013-02]] |
The following features were implemented as part of the upgrade cycle commencing in February 2013:
