=General Information=The following features were implemented as part of the upgrade cycle commencing in February 2013:
===New Monthly UpgradesUniversal Tracking Application===The pace * New [[caption]] setting introduced for the configuration of [[Template|type]]/[[status]] of business objects, allowing you to change has increased since we started 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--><!--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.* New [[SmartSimpleField 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 2002bulk. One * Enhanced the UTA [[Batch Update|batch update]] feature to open directly off your current list view results instead of our service that has not kept pace has been directing to a separate search page.* Enhanced the UTA [[Batch Update|batch update]] feature with the application of upgradesability to update multiple contacts/group for UTA Level 1.
===Variable Processor===* New [[Variable List|variable]] @sstimezone@ allows you to retrieve the user'''So, effective October 2012, we will s timezone setting which can then be releasing upgrades used to calculate their relative date/time.<!--17466 - Would like to have timezone variable that runs on a monthly basis.'''the report builder--><!--Variable List page updated-->
The benefits of this approach are as follows: ===Standard and Custom Fields===:* The upgrades will be performed in smaller batchesEnhanced the account [[list view]] within a [[UTA]] with the ability to list the account [[owner]] as a column.:* New features will come on-stream faster, as we can fast track key enhancements into early updatesability 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).
The overall upgrade process is not changing. We will provide a list of updates ===Transactions===* Enhanced [[:Category:Transactions|transactions]] with the ability 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 smallerenable [[Record Lock|record locking]].
This page will provide a general overview of each upgrade, ===Integration===* Enhanced PubMed service with links to the Wiki articles describing the new or updated features and how additional ability to use themsearch on publication date. You can also * Introduced [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journalintegration]] that is sent out prior with GuideStar service and ability 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])search their database.
==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 12Category:00pm. -------- =Current Upgrade Package: January 2013= The following servers will be upgraded on Thursday January 10, 2013 at 9pm EST.:* smartsimple.com:* smartsimple2.biz:* smartsimple3.biz:* smartsimple4.biz:* smartsimple.ca:* smartsimple.us:* smartsimple.biz:* smartsimple.ie (after 9pm Local Time):* smartsimple.ca.za (after 9pm Local Time):* factorial.ca:* frontdeskinc.net The associated [[Backup Server and Testing InstancesUpgrades|backup servers]] were upgraded on Wednesday, January 2, 2013 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''' January 10th. The following feature was implemented as part of the upgrade cycle which commenced in January 2013: ===Workflows===* New Workflow Task Type: Update Standard Field Value. A new workflow task type has been added to allow workflows to update the values of standard fields on Level 1, Level 2, company, contact and transaction records. <!-- We e-mail our Technical Journal in advance of all upgrades. -->If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ 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. ==[[Previous Upgrade: November 2012]]====[[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| 02]]