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: September 2013=  The following server will be upgraded on Tuesday, September 10, 2013 at 10pm EST.:* smartsimple3.biz The following servers will be upgraded on Thursday, September 12, 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 an upgrade of your server '''after''' September 12release. The following features will be implemented as part of the upgrade cycle commencing in September 2013:  Watch this video to get a '''general overview''' of the new features in our September 2013 upgrade. {{#ev:youtube|QZ0KnS0ybR0}} ''To watch these videos full screen, click on the YouTube link''  

==Global System Upgrades==The new features listed below are enhancements to the SmartSimple system Upgrade Feedback and will be immediately available to SmartSimple users upon the application of the September 2013 upgrade to your server: ===Consolidation of Submit Logic Failure MessagesQuestions===*In order to assist end users complete forms with multiple [[Submit Logic]] validations, SmartSimple will now display all alert messages configured with [[Submit Logic]] into a consolidated alert window.<!--23325 - Group all failed submit logic into one message--> ===Revisions to User Interface===* Users of SmartSimple's next generation interface - [[Arcadia]] - may notice minor revisions to the user interface, such as new tab bars and changes to the title bars on records.<!--23277 - Minor UI changes - Sept. 2013--><br> ==On-Demand System Upgrades==The following features are also available immediately with the application of the upgrade, but must first be enabled If you have questions or configured by a System Administrator: ===New Feature: Recently-Viewed Objects===*When enabled through [[Manager Permissions]], a new right-hand panel titled "[[Recently Viewed|Recent]]" can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to [[navigation|navigate]] easily through the system. *The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, need assistance or, by default, will close when a recently-viewed record is selected.<!--23152 - Record and display most recently viewed objects--> ===New Feature: [[Scheduled Reports|Scheduling Reports]]===* [[System Administrator]]s can now schedule reports want to be run periodically (daily, weekly, monthly). * Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.* The following types of SmartSimple records can be updated::*[[Organization]] records:*[[Contact]] records:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records* Typical use cases might include::* On a monthly basis, automatically storing the total number of reviews that have been performed by a given user share your thoughts on their contact [[profile]].:* On a weekly basis, automatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple.:* On a daily basis, automatically updating on a company's [[profile]] a summation of the total number of grants for which contacts of that organization has applied.<!--22927 - new scheduled reports--> ===Arcadia - Basing Summary Cross-tab on Standard Fields===* One of the key features of SmartSimple's next-generation [[Arcadia]] interface is its [[Summary Matrix]], which displays a cross-tabbed view of the records in a SmartSimple application. * The default display of the cross-tabbed view is to break out an application's [[status]]es as column headings and its [[templates]] as the row headings:[[Image:ArcadiaL1SummaryView.png|link=|700px]]* The September 2013 upgrade allows system administrators to configure the Arcadia interface to enable the Customer, Branch, Person and Owner standard fields as row headings as alternate methods of displaying data summaries.<!--19468 - Arcadia. Summary cross tab based on standard fields--> ===Setting Alignment of Columns in Report Builder===*Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.<!--13969 - Reporting Enhancements--> ===IRS/CRA/OFAC Automated Checking===*The system can now be configured to perform automated verification of [[contact]] records, as well as [[organization]] records, against the OFAC database.*The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.<!--21591 - IRS/CRA/OFAC Automated Checking-->  <!-- We eour support team toll-mail our Technical Journal in advance of all upgradesfree at 866. -->If you would like to receive the Technical Journal you may [http://smart239.0991 or email support@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: August 2013Upgrades]]======[[Previous Upgrade: July 2013]]======[[Previous Upgrade: June 2013]]======[[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| ]]