Difference between revisions of "Upgrades"

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(→‎Previous Upgrades)
(→‎Current Upgrade Package: May 2013)
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=Current Upgrade Package: May 2013=
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=Current Upgrade Package: June 2013=
  
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Watch this video to get an '''general overview''' of the new features in our May 2013 upgrade.
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The following server will be upgraded on Tuesday, June 11, 2013 at 10pm EST.
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{{#ev:youtube|s5dn3khvhwQ}}
 
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The following server will be upgraded on Tuesday, May 7, 2013 at 10pm EST.
 
 
:* smartsimple3.biz
 
:* smartsimple3.biz
  
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The following servers will be upgraded on Thursday, May 9, 2013 at 10pm EST.
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The following servers will be upgraded on Thursday, June 13, 2013 at 10pm EST.
 
:* smartsimple.com
 
:* smartsimple.com
 
:* smartsimple2.biz
 
:* smartsimple2.biz
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  '''Important:''' The upgrade will be applied to your [[Backup Server and Testing Instances|backup server]] one week prior to the scheduled upgrade date for your production server.
 
  '''Important:''' The upgrade will be applied to your [[Backup Server and Testing Instances|backup server]] one 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.  
 
  You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration.  
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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''' May 9.  
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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''' June 13.  
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The following features will be implemented as part of the upgrade cycle commencing in May 2013:
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The following features will be implemented as part of the upgrade cycle commencing in June 2013:
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===[[Administration Interface|Interface]]===
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===[[Timeout Alert|Session Timeout Alert]]===
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* '''Report Interface''' - The format of the Report list view in the [[Report Management window]] has been upgraded to show icons in place of buttons as follows:
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The [[Session Timeout]] feature automatically logs out any [[user]] when their session remains inactive for the defined number of minutes. With this upgrade, a [[Timeout Alert]] will be displayed 30 seconds before the session expires to alert the user to the fact that they will be logged out of the system. This feature can be disabled by selecting the "Disable Session Timeout Alert" option under [[Login & Security Settings]] on the [[Global Settings]] page.
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{{ReportIcons}}
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[[Image:Sessiontimeoutwarning.jpg|link=|250px|center]]
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<!--20226 - report list reformatting-->
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<!--19929 - Session Timeout Warning-->
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* '''SmartFolders Interface''' - The format of the [[SmartFolders]] list interface has been updated. The {{InternetEnabledIcon}} icon will display to indicate that the SmartFolder is Internet Enabled.
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===[[User/Contact Security Audit]]===
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<!--20224 - SmartFolder folder list cleanup-->
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This new feature allows the System Administrator to enable, through [[Manager Permissions]], a security audit log that tracks changes in user roles, [[Enabling_User_Access#Setting_the_Access_Level|user access levels]], [[Enabling_User_Access#Administrator_User_Types|user types]] and password resets. The audit log tracks the date/time the change was made as well as the user that made the change.  
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* '''New Sample Login Page Template''' - A new sample template for the login page is available in Global Settings > Login Screen Content.
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<!--11826 - User security audit enhancement-->
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<!--10598 - New Login Page Template-->
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===Upgrades to [[Custom Field Type: Special - XML Data|XML Data Field]]===
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* '''New File Upload Format''' – A new HTML 5 format for the file upload feature on [[Custom Field Type: Link – Multiple Files|multiple file]] fields has been implemented. The new uploader obviates the need for a Java applet plug-in; end users are no longer required to install anything in order to upload multiple files. Note that HTML 5 is available on the following [[browsers]]:
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*It is now possible to enable the [[Track Changes]] option for XML fields.
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** Internet Explorer [http://windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 and higher<br />
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<!--21240 - Add Track Changes to XML Data custom field-->
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** Firefox [http://www.mozilla.org/ download] <br />
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*XML fields now allow for tabbed sections. Example:
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** Chrome [http://www.google.com/chrome/ download] <br />
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[[Image: TabbedXMLfield.png|link=]]
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<!--18861 - HTML5 File upload-->
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<!--21470 - Tabbing Divs on XML field-->
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===Upgrade to [[:Category:Data Exchange|Data Exchange]]===
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===Contacts===
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*The Data Exchange feature now includes an exchange history for [[Level 2 Entity|Tracking Activities]]. The Data Exchange feature is primarily used by our [http://www.smartsimple.com/medical-claims-management-software.html Medical Claims Management] clients to track Assessments conducted pursuant to Insurance claims. Now, the details of a particular exchange of Assessment data between an Insurer and an Independent Medical Examiner are easily accessible.
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* '''No Duplicate Email''' - New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with the same email address.” When selected, this setting will prevent a contact from updating an email address to an email address matching one already saved in the system.
 
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<!--19461 - Need an email duplicate check on contact profile-->
 
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===Company/Contact Sign-Up Pages===
 
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* '''Duplicate-Prevention Enhancement for Contact/Company sign-up pages''': When the "Do not update profile for matching contact (or company)" option is selected, an additional setting on the Contact/Company Sign Up Page configuration screen will appear. This setting is captioned "Update Restriction Message" and the text entered in this setting will be presented in a Javascript alert box if details matching an existing contact/company are entered into the Contact/Company Sign Up page.
 
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<!--20017 - Block sign-up of duplicate contact/company-->
 
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===Standard/Custom Fields===
 
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* '''New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be set with “store values” and “display values” using the same syntax as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.
 
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<!--11099 - New Field Type:Ajax Lookup-->
 
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* '''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.
 
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<!--20211 - Global user and company custom fields-->
 
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* '''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records.  
 
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<!--19501 - multiple address enhancements2-->
 
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===List Views===
 
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* '''[[Exporting List View Results to Microsoft Word|Export List View to MS Word]]''' - A new setting has been added to [[List View|list views]] which allows the user to export the results of a list view to Microsoft Word, using the Mail Merge functionality of Word. This new feature works in conjunction with the [[Custom Field Type: Special - MS Word Merge|Special - MS Word Merge]] field type.
 
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<!--19825 - List View MS Word export never implemented -->
 
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===Universal Tracking Application===
 
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* '''Level 1 Templates''' – [[Level 1 Templates]] have been enhanced to include the ability to set “Access Roles” and “Creation Roles.”
 
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<!--10816 - Access Roles feature for L1 Statuses and Types. -->
 
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* '''Filter Owner Based on Organization''' – A new setting has been added at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organization.
 
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<!--20113 - Filter Owner Based on Organization-->
 
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===Variable Processor===
 
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* '''New setting: [[SmartField View]]''' – This new feature within the custom field configuration page has been added to facilitate the building of [[Custom Field Type: Display Only – Web Page View|Web Page Views]] and for user-defined printable data summaries.  
 
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:A new [[variable]], @SmartFields@, will return [[custom fields]] formatted as they are in view mode. This variable can simplify the configuration of printable Web Page View pages and applies existing security rules to all the custom fields—showing only those fields that are permissible—thus simulating the current view mode of the object contexted to the current user.
 
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:Selecting “Include” or “Only display for SmartField View” will include the custom field in the @SmartFields@ [[variable]], which can be included in Web Page View fields to reference the selected custom fields. “Only display for SmartField View” will also hide the field from normal viewing. Choosing “Exclude” will prevent the field from being included in the @SmartFields@ variable.
 
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<!--11510 - Enhance WPV to use as Print Preview functionality-->
 
  
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===Miscellaneous===
 
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* '''Alert message for unsaved forms''' – In order to mitigate against users navigating away from certain forms without having saved their changes, a setting has been added under Global Settings > Business & System Configuration, which is captioned “Enable warning upon navigation from unsaved forms.” When selected, the user will be presented with a dialog box upon navigating away from an edited, unsaved form asking for confirmation for leaving the page.
 
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:This setting applies to the following types of records:
 
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:* Company profiles;
 
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:* Contact profiles;
 
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:* Transactions;
 
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:* Level One, Two and Three Objects;
 
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:* XML pages; and
 
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:* any "Tabs" on those objects.
 
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<!--20294 - Warning when navigate away without saving  [s_editobjcustomfields.jsp ]-->
 
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* '''Notes on Invoices''' - [[Notes]] can now be enabled for invoice records.
 
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<!--19908 - Notes on Invoices-->
 
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<!--Not included in Upgrade details; however, specific Wiki articles will be updated where appropriate:
 
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19931 - Submit Buttons on transactions
 
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19759 - No tool tip available for Store Value System Variable
 
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20224 - SmartFolder folder list cleanup
 
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19973 - display order setting for status submit buttons
 
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18426 - autoloader FTP settings
 
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19136 - Setting default status with the URL
 
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20280 - system error log [Note: I don’t see this setting on the http://grants.smartsimplebk.us instance. Did it make the upgrade?
 
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-->
 
  
 
<!-- 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]
 
<!-- 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]

Revision as of 09:30, 6 June 2013

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 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.


Current Upgrade Package: June 2013

The following server will be upgraded on Tuesday, June 11, 2013 at 10pm EST.

  • smartsimple3.biz

The following servers will be upgraded on Thursday, June 13, 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
Important: The upgrade will be applied to your backup server one 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.

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 June 13. The following features will be implemented as part of the upgrade cycle commencing in June 2013:

Session Timeout Alert

The Session Timeout feature automatically logs out any user when their session remains inactive for the defined number of minutes. With this upgrade, a Timeout Alert will be displayed 30 seconds before the session expires to alert the user to the fact that they will be logged out of the system. This feature can be disabled by selecting the "Disable Session Timeout Alert" option under Login & Security Settings on the Global Settings page.

Sessiontimeoutwarning.jpg

User/Contact Security Audit

This new feature allows the System Administrator to enable, through Manager Permissions, a security audit log that tracks changes in user roles, user access levels, user types and password resets. The audit log tracks the date/time the change was made as well as the user that made the change.

Upgrades to XML Data Field

  • It is now possible to enable the Track Changes option for XML fields.
  • XML fields now allow for tabbed sections. Example:

TabbedXMLfield.png

Upgrade to Data Exchange

  • The Data Exchange feature now includes an exchange history for Tracking Activities. The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims. Now, the details of a particular exchange of Assessment data between an Insurer and an Independent Medical Examiner are easily accessible.


If you would like to receive the Technical Journal you may 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: May 2013

Previous Upgrade: April 2013

Previous Upgrade: March 2013

Previous Upgrade: February 2013

Previous Upgrade: January 2013

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

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