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 12:00pm.   -------- =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 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''' 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 ({{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. ===Upgrade to [[:Category:Data Exchange|Data Exchange]]===''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.''<BR>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 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|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 fields|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 - 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]]. <!--===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. <!-- 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_signuprelease.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]

===Upgrade Feedback and Questions===If you have questions or need assistance or want to share your thoughts on the upgrade contact our support team toll----free at 866.239.0991 or email support@smartsimple.com

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: June 2013Upgrades]]======[[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]]===page for a list of previously-implemented upgrade features.

[[Category:Upgrades| ]]