Revision as of 16:31, 3 July 2013

1 General Information
- 1.1 Monthly Upgrades
- 1.2 System Upgrade Process
  - 1.2.1 Backup Server Update
  - 1.2.2 Update Go/No-Go
2 Current Upgrade Package: July 2013
- 2.1 Global System Upgrades
  - 2.1.1 Assign Multiple Contacts
  - 2.1.2 Upgrade to Data Exchange
- 2.2 On-Demand System Upgrades
3 Previous Upgrades

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: July 2013

The following server will be upgraded on Tuesday, July 9, 2013 at 10pm EST.

smartsimple3.biz

The following servers will be upgraded on Thursday, July 11, 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 July 11. The following features will be implemented as part of the upgrade cycle commencing in July 2013:

Global System Upgrades

The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users when your server is upgraded:

Assign Multiple Contacts

When using the Lookup button () to select contacts to be assigned to a UTA record, you can now search by the values of custom fields on the contact records. In this way, groups of contacts that meet a certain criteria can be added as contacts on a UTA record more efficiently.

Upgrade to Data Exchange

Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims. The Data Exchange feature includes an exchange history for Tracking Activities. There is now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of when a specific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity.

On-Demand System Upgrades

The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:

New Feature: Quick Edit

This new feature allows users to edit fields on a record directly from the list view. The system administrator determines which fields display in the Quick Edit pop-up from the list view configuration page.

The Quick Edit pop-up adheres to the edit permissions set on each custom field and in the application's security matrix. The data validation configured in each individual custom field is also performed when changes are made to field values from the Quick Edit screen.

The system administrator can also configure where the Edit button appears on the list view record, and the label of the button.

Since Quick Edit is configured on the list views, which can be made available only to certain roles, you can restrict the ability to use Quick Edit to certain roles.

Assign Organization Upgrade

When you assign an organization to the Organization standard field using the Lookup button, the organization details shown in the list view can now be configured by System Administrators.

Lists of UTA Objects on Contact/Organization Profiles

Previously, the ability to display a contact or organization's associated UTA records on a tab on the contact or organization's profile page could be enabled or disabled by a system administrator on the UTA Settings Page. This configuration option has been enhanced to allow for the UTA record tab on contact/organization profiles to only be visible for users in a given role.

Multiple Address Enhancements

Contact records in SmartSimple can possess multiple addresses (i.e., home address, work address, etc.). With the July upgrade, the multiple addresses can be updated using an import wizard. There are also new SmartSimple variables that can be used to return address information on a contact:

@addressbook@ will return the address block you see in the user profile "view mode"
@primaryaddress@ will return only the primary address in the styles you see in "view mode"

Manager Permissions Page Redesign

The Manager Permissions page has been re-designed in order to streamline system administration. The different categories of Manager Permissions (system-wide, on-demand application-specific, UTA-specific, Arcadia) have been broken out into separate tabs.

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.

@@ Line 31: / Line 31: @@
 ----
-=Current Upgrade Package: June 2013=
+=Current Upgrade Package: July 2013=
-Watch this video to get a '''general overview''' of the new features in our May 2013 upgrade.
+The following server will be upgraded on Tuesday, July 9, 2013 at 10pm EST.
-{{#ev:youtube|wpU5DD-jou0}}
-''To watch these videos full screen, click on the YouTube link''
-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.
+The following servers will be upgraded on Thursday, July 11, 2013 at 10pm EST.
 :* smartsimple.com
 :* smartsimple2.biz
@@ Line 57: / Line 50: @@
   '''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.
-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.
+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''' July 11.
-The following features will be implemented as part of the upgrade cycle commencing in June 2013:
+The following features will be implemented as part of the upgrade cycle commencing in July 2013:
 ==Global System Upgrades==
-The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to your server:
+The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users when your server is upgraded:
-===[[Timeout Alert|Session Timeout Alert]]===
+===Assign Multiple Contacts===
-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.
+When using the Lookup button ({{LookupButton}}) to select contacts to be assigned to a [[UTA]] record, you can now search by the values of [[custom fields]] on the contact records. In this way, groups of contacts that meet a certain criteria can be added as contacts on a UTA record more efficiently.
-[[Image:Sessiontimeoutwarning.jpg|link=|250px|center]]
-If a user's session has expired, they will have the option to re-enter their username and password to save any unsaved changes.
-[[Image:SessionExpiredPopUp.jpg|link=|250px|center]]
-<!--19929 - Session Timeout Warning-->
 ===Upgrade to [[:Category:Data Exchange|Data Exchange]]===
-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.
+''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.''
+The Data Exchange feature includes an exchange history for [[Level 2 Entity|Tracking Activities]]. There is now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of when a specific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity.
 ==On-Demand System Upgrades==
-The following features will also be made available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
+The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
+===New Feature: Quick Edit===
+This new feature allows users to edit fields on a record directly from the [[list view]]. The [[system administrator]] determines which fields display in the Quick Edit pop-up from the list view [[Configuring List Views|configuration page]].
+The Quick Edit pop-up adheres to the [[Role Field Permissions|edit permissions]] set on each custom field and in the application's [[security matrix]]. The data [[validation]] configured in each individual custom field is also performed when changes are made to field values from the Quick Edit screen.
+The system administrator can also configure where the Edit button appears on the list view record, and the label of the button.
+Since Quick Edit is configured on the list views, which can be made available only to certain roles, you can restrict the ability to use Quick Edit to certain roles.
-===[[User/Contact Security Audit]]===
+===Assign Organization Upgrade===
-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 displays the date/time the change was made, the user that made the change, the old value and the new value.
+When you assign an organization to the Organization [[standard field]] using the Lookup button, the organization details shown in the list view can now be configured by System Administrators.
-<!--11826 - User security audit enhancement-->
-===Mexican States===
+===Lists of UTA Objects on Contact/Organization Profiles===
-A list of the Mexican states will be automatically made available as a dropdown list from the State/Province standard field when "Mexico" is selected as the country on a company profile.<br>
+Previously, the ability to display a contact or organization's associated UTA records on a tab on the contact or organization's profile page could be enabled or disabled by a system administrator on the [[UTA Settings - Miscellaneous|UTA Settings Page]]. This configuration option has been enhanced to allow for the UTA record tab on contact/organization [[profile]]s to only be visible for users in a given [[role]].
-(the "Enable State / Province Combo-box" option must also be selected on the [[Company & Account Settings]] page.)
-===Upgrades to [[Custom Field Type: Special - XML Data|XML Data Field]]===
+===Multiple Address Enhancements===
-*It is now possible to enable the [[Track Changes]] option for XML fields.
+[[Contact]] records in SmartSimple can possess multiple addresses (i.e., home address, work address, etc.). With the July upgrade, the multiple addresses can be updated using an import wizard. There are also new SmartSimple [[variables]] that can be used to return address information on a contact:
-<!--21240 - Add Track Changes to XML Data custom field-->
+*@addressbook@ will return the address block you see in the user profile "view mode"
-*XML fields now allow for tabbed sections. Example:
+*@primaryaddress@ will return only the primary address in the styles you see in "view mode"
-[[Image: TabbedXMLfield.png|link=|550px|center]]
-<!--21470 - Tabbing Divs on XML field-->
+===Manager Permissions Page Redesign===
+The [[Manager Permissions]] page has been re-designed in order to streamline system administration. The different categories of Manager Permissions (system-wide, on-demand application-specific, [[UTA]]-specific, [[Arcadia]]) have been broken out into separate tabs.
 <!-- 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]

Difference between revisions of "Upgrades"