Changes

'''==Upcoming Upgrades are released on a monthly basis.'''Schedule=={{Upgrade Schedule}}

The benefits We regularly update the list of this approach are as follows: :* The upgrades will be performed in smaller batches.:* New upgrade features will come and schedule for both the backup and production environments on-stream faster, as we can fast track key enhancements into early updatesthis page.

We This page will provide a list general overview of updates and schedule for both each upgrade, with links to the Wiki articles describing the backup new or updated features and production servers on this Wiki pagehow to use them.

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 More information around the [[:Category:Newsletter Archives#About_the_System_Upgrade_Process|Technical Journal]] that is sent out prior to each system upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Pageprocess]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here])can be found below.

==System Current Upgrade Process=Package={{March2024Upgrade}}

=About the System Upgrade Process=The objective of the '''System Upgrade Process''' 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 upgradewithout compromising the integrity of their production system. In order to take advantage of this , you will need to know how to access your backup instance of SmartSimpleCloud. If you need assistance with this , either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.

===Backup For clients on a Private Cloud environment, please review the [[SmartSimple Upgrade Process – Dedicated Server Update===]] page.

===Upgrade Schedule Details==={{Upgrade Schedule Details}} ===Backup Environment Update===* Each [[Backup Server and Testing Instances|backup serverenvironment]] 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 serverenvironment]] and test the changes against your most current data and configuration.* Internal staff will also be using these servers environments to perform instance specific testing.

* Subject to satisfactory testing on both the pre-production server environments and the production backup serversenvironments, the goGo/no go No-Go decision will be made on the Wednesday at 12:00pmprior to an upgrade release.

  -------- =Current ==Upgrade Package: May 2013= The following server will be upgraded on Tuesday, May 7, 2013 at 10pm EST.:* smartsimple3.biz The following servers will be upgraded on Thursday, May 9, 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 Feedback 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''' May 9. The following features will be implemented as part of the upgrade cycle commencing in May 2013:===[[Administration Interface|Interface]]Questions===* The format of the Report list view in the [[Report Management window]] has been upgraded to show icons in place of buttons as follows:{{ReportIcons}}<!--20226 - report list reformatting-->* The format of the [[SmartFolders]] list interface has been updated. The {{InternetEnabledIcon}} icon will display to indicate that the SmartFolder is Internet Enabled.<!--20224 - SmartFolder folder list cleanup-->* A new sample template for the login page is available in Global Settings > Login Screen Content.<!--10598 - New Login Page Template-->* '''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 If you have questions or 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]]:** Internet Explorer [http://windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 and higher<br />** Firefox [http://www.mozilla.org/ download] <br />** Chrome [http://www.google.com/chrome/ download] <br /><!--18861 - HTML5 File upload--> ===Contacts===* 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.<!--19461 - Need an email duplicate check on contact profile-->===Company/Contact Sign-Up Pages===* '''Duplicate-Prevention Enhancement for Contact/Company sign-up pages''': When the "Do not update profile for matching contact (assistance 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.<!--20017 - Block sign-up of duplicate contact/company-->===Standard/Custom Fields===* '''New Field Type Added''': Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator want 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.<!--11099 - New Field Type:Ajax Lookup-->* New links added share your thoughts 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.<!--20211 - Global user and company custom fields-->* 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 upgrade contact and company records. <!our support team toll--19501 - multiple address enhancements2--> ===Universal Tracking Application===* '''Level 1 Templates''' – [[Level 1 Templates]] have been enhanced to include the ability to set “Access Roles” and “Creation Roles.” <!--10816 - Access Roles feature for L1 Statuses and Types. -->* '''Filter Owner Based on Organization''' – A new setting has been added free 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 organization866.<!--20113 - Filter Owner Based on Organization--> <!--===Variable Processor===* '''New setting: Fields Retrieval''' – 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. :A new [[variable]], @objectfields@, 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 user239.:Selecting “Default” 0991 or “Only Include in Retrieval Syntax” will include the custom field in the email support@objectfields@ variable, which can be included in Web Page View fields to reference the selected custom fields. “Only Include in Retrieval Syntax” will also hide the field from normal viewing. “Exclude from Retrieval Syntax” will prevent the field from being included in the @objectfields@ variable.--><!--11510 - Enhance WPV to use as Print Preview functionality--> ===Miscellaneous===* '''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::{{AreYouSureDialog}}<BR>:This setting applies to the following types of records::* Company profiles;:* Contact profiles;:* Transactions;:* Level One, Two and Three Objects;:* XML pages; and:* any "Tabs" on those objects.<!--20294 - Warning when navigate away without saving [s_editobjcustomfields.jsp ]-->* [[Notes]] can now be enabled for invoice records.<!--19908 - Notes on Invoices--><!--Not included in Upgrade details; however, specific Wiki articles will be updated where appropriate:19931 - Submit Buttons on transactions19759 - No tool tip available for Store Value System Variable20224 - SmartFolder folder list cleanup19973 - display order setting for status submit buttons18426 - autoloader FTP settings 19136 - Setting default status with the URL 20280 - system error log [Note: I don’t see this setting on the http://grants.smartsimplebk.us instance. Did it make the upgrade?--> <!-- 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]  ----

Click on See 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: April 2013Upgrades]]======[[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]]===page for a list of previously-implemented upgrade features.

[[Category:Upgrades| ]]