|
|
| (645 intermediate revisions by 7 users not shown) |
| Line 1: |
Line 1: |
| − | =General Information=
| + | The following features were implemented as part of the upgrade cycle commencing in February 2013: |
| | | | |
| − | The [[SmartSimple]] platform is upgraded with new features and enhancements approximately every 6 to 8 weeks.
| + | ===Universal Tracking Application=== |
| | + | * 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--> |
| | + | <!--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 [[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. |
| | + | * 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. |
| | + | * Enhanced the UTA [[Batch Update|batch update]] feature with the ability to update multiple contacts/group for UTA Level 1. |
| | | | |
| − | This page will provide a general overview of each upgrade, with links to the Wiki articles describing the specific 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 at [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]
| + | ===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--> |
| | | | |
| − | ==System Upgrade Process== | + | ===Standard and Custom Fields=== |
| | + | * Enhanced the account [[list view]] within a [[UTA]] with the ability to list the account [[owner]] as a column. |
| | + | * 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). |
| | | | |
| − | The objective of this process is to ensure that every customer that needs to review how their applications and information will work with the upgrade has a chance to review, without compromising the integrity of their production system. In order to take advantage of the new procedures you will need to know how to access your backup instance of SmartSimple. If you need assistance either refer to the [[Backup and Testing Instance]] Wiki article, or call the help desk for assistance.
| + | ===Transactions=== |
| | + | * Enhanced [[:Category:Transactions|transactions]] with the ability to enable [[Record Lock|record locking]]. |
| | | | |
| − | ===Backup Server Update=== | + | ===Integration=== |
| | + | * Enhanced PubMed service with the additional ability to search on publication date. |
| | + | * Introduced [[integration]] with GuideStar service and ability to search their database. |
| | | | |
| − | * Each [[Backup and Testing Instance|backup server]] will be updated to the "release candidate" on the Tuesday of the update week.
| |
| − | * This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup and Testing Instance|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 and Testing Instance|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 12:00.
| |
| | | | |
| − | ===WebEx===
| + | [[Category:Upgrades| 2013-02]] |
| − | * 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. <br>
| |
| − | * Details of each WebEx session will be posted on this page once it is scheduled.
| |
| − | | |
| − | | |
| − | | |
| − | =Upcoming Upgrade: April 2nd 2009=
| |
| − | | |
| − | <u>'''WebEx Session for April 2nd 2009 Upgrade'''</u>:<br>
| |
| − | Tuesday, March 31st, 2009 at 10:00 a.m. EST.<br>
| |
| − | You can join the meeting by going to https://meetmenow.webex.com and entering the meeting number - 945 394 679, Meeting Password: upgrade.
| |
| − | | |
| − | <pre>If your organisation has a dedicated SmartSimple server, or if you host in-house, the support team
| |
| − | will be in contact with your system administrator to schedule the server upgrade.</pre>
| |
| − | | |
| − | ''Click on any heading to go to the associated Wiki article for detailed information''
| |
| − | | |
| − | ==Security Enhancements==
| |
| − | We have enhanced the password security features to bring them in line with current corporate standards.
| |
| − | | |
| − | ===[[Login & Security Settings#New Password Settings|Password Expiration]]===
| |
| − | * You can now set a system-wide password expiration number of days. Each user will be forced to change their password once that number of days has passed.
| |
| − | | |
| − | ===[[Login & Security Settings#New Password Settings|Password History]]===
| |
| − | * You can set the number of previous passwords (to a maximum of 32) that the system will remember for each user. When changing their password, users will not be permitted to re-use a previous password until the specified number of unique passwords has been used.
| |
| − | | |
| − | | |
| − | ==Document Management==
| |
| − | Document Management is of high interest to our client community and though we do not position SmartSimple as a Document Management System we continue to enhance the system's abilities to create, store and manage documents. This month we are adding the ability to create and populate MS Word documents dynamically as well as significant enhancements to the current PDF document management features.
| |
| − | | |
| − | ===[[Custom Field Type: MS Word Merge|MS Word Merge Custom Field]]===
| |
| − | * This new [[Custom Fields|Custom Field]] type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.
| |
| − | * The MS Word document can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.
| |
| − | * The [[Installing SmartDoc|SmartDoc Template]] also allows you to easily upload the resulting MS Word document back to SmartSimple to be stored in a specified [[Custom Field Type (33): Link – Single File|Single]] or [[Custom Field Type (80): Link – Multiple Files|Multiple]] file field.
| |
| − | | |
| − | ===[[Custom Field Type (80): Link – Multiple Files#PDF Document Options|Allow Merging of PDF Documents]]===
| |
| − | * If you are using a Multiple File field to store PDF documents then you can enable a "Merge" button.
| |
| − | * Clicking the Merge button displays a list of all the PDFs document stored in the [[Custom Field Type (80): Link – Multiple Files|Multiple File]] field and you select which documents you wish to merge into a single PDF document.
| |
| − | * The resultant document will also be stored in the Multiple File field. The original documents will not be changed.
| |
| − | * This feature will provide for easier printing of "sets" of documents.
| |
| − | | |
| − | ===[[Display Additional File Attributes for PDF Documents|Multiple File Field: Display Additional File Attributes for PDF Documents]]===
| |
| − | * This feature allows you to display extra information (called Meta Data) extracted from each PDF file stored in a [[Custom Field Type (80): Link – Multiple Files|Multiple File]] field, and display it as extra columns in the list view.
| |
| − | * The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.
| |
| − | * Only PDF files stored in the [[Custom Field Type (80): Link – Multiple Files|Multiple File]] field will display this information. The added columns will be blank for all other document types.
| |
| − | | |
| − | ===[[Display Additional File Attributes for PDF Documents|Single File Field: Display Additional File Attributes for PDF Documents]]===
| |
| − | * This feature allows you to extract extra information (called Meta Data) from a PDF stored in a [[Custom Field Type (33): Link – Single File|Single File]] field and store it in a [[Custom Field Type (109): Read Only – System Variables|Read Only - System Variables]] field.
| |
| − | * The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.
| |
| − | * Only PDF files stored in a [[Custom Field Type (33): Link – Single File|Single File]] field will display this information.
| |
| − | | |
| − | | |
| − | ==UTA Enhancements==
| |
| − | | |
| − | ===[[Standard Field Settings#Visibility Condition|Standard Field Visibility Control]]===
| |
| − | * You can now set visibility logic on standard fields at all levels in the same manner that you set these conditions on custom fields.
| |
| − | * To set the visibility logic, navigate to the appropriate tandard field screen and enter the condition into the Visibility Condition column.
| |
| − | | |
| − | ===Level 1: Contact and Account Filters===
| |
| − | *You can define who can see which contacts and accounts (companies) at Level 1 based on role membership. To implement these features, navigate to Settings > Application Configuration and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and Enable UTA Account Filter.
| |
| − | * Once the feature has been enabled for either Contacts or Accounts, the UTA Contact Filters and/or UTA Account filters hyperlinks are available under the UTA's Settings tab - Settings panel.
| |
| − | * You can now configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles.
| |
| − | | |
| − | ===[[Relating Contacts to the Universal Tracking Application#Tabs for Contact and Account Lists|Level 1: Tabs for Contact and Account Lists]]===
| |
| − | *If you associate a large number of contacts or accounts (companies) with Level 1 items, you can now display different users based on roles on different tabs (and different accounts based on account roles on different tabs).
| |
| − | * You can access the feature within the UTA Settings tab - Contact Tabs and Account Tabs hyperlinks in the Level 1 Settings section. You can associate as many tab names to roles as required. Tabs can also be deleted through the same screen.
| |
| − | | |
| − | ===Disabling Specific Transaction Types by Template===
| |
| − | * You can now restrict the types of transactions available for each Level 1 template type.
| |
| − | * If Level 1 Transactions are in use, within the Settings tab > Application Configuration, when you select one of the Level 1 templates, the Disabled Transaction Type section of check boxes will appear. One or many Transaction Types can be disabled per Level 1 Template.
| |
| − | | |
| − | ===Contact Restrictions===
| |
| − | You can now restrict the number of contacts belonging to a given role that can be associated with a Level 1 record. To access this feature, click on the Contact Restrictions hyperlink on the UTA Settings tab.
| |
| − | | |
| − | ===Multiple Contacts at Level 2===
| |
| − | If you enable the Use Multiple Contact List checkbox on the Settings > Application Configuration screen you will be able to associate and control contact associations in a similar manner to Level 1 contacts.
| |
| − | | |
| − | ===Multiple Accounts at Level 2===
| |
| − | If you enable the Use Multiple Account List checkbox on the Settings > Application Configuration screen you will be able to associate and control account associations in a similar manner to Level 1 accounts.
| |
| − | | |
| − | ===Level 2 Role Filtering===
| |
| − | You can restrict the selection of contacts associated with Level 2 items by role. Previously you could only restrict by specified named contacts. An additional lookup text area has been added the bottom of the Level 2 Types Settings page to specify the roles.
| |
| − | | |
| − | ===Level 3 Template Formulas===
| |
| − | You can now associate template formulas with Level 3 items in the same manner as Level 2 and Level 1 items.
| |
| − | | |
| − | ----
| |
| − | | |
| − | =See Also=
| |
| − | * [[SmartSimple Technical Journal Issue - 32]] (February 2009 Upgrade)
| |
| − | * [[SmartSimple Technical Journal Issue - 33]] (April 2009 Upgrade)
| |
| − | | |
| − | | |
| − | [[Category:Upgrades]]
| |
The following features were implemented as part of the upgrade cycle commencing in February 2013:
