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: October 2013=  The following server will be upgraded on Tuesday, October 29th 2013 at 10pm EST.:* smartsimple3.biz The following servers will be upgraded on Thursday, October 31st, 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''' October 31st. ==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 October 2013 upgrade to your server: ===System Errors Log===*System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes. The [[System Errors Log]], available from the [[Business & System Configuration]] section of the [[Global Settings]] page, maintains a log of server-side errors.:[[Image:SystemErrorsLog.png|link=|700px]]<!--20280 - system error log--> ===New Calendar Format===* The style of the SmartSimple [[:Category:Calendars|Calendar]] has been updated and enhanced, allowing new functionality such as the ability to click-and-drag to move events. * The option to revert back to the classic Calendar style is available by enabling the "Use Classic Calendar" setting on the [[Global Settings]] page.<!--24352 - enable new calendar--> ===Google Map / StreetView===* On a company or contact [[profile]], users can directly open a Google Maps/Street View of the company's or contact's street address.<!--22498 - Google Map and StreetView--> ===Recent-Viewed Objects List Now Enabled by Default===* The [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the [[September 2013 Upgrade|last month's an upgrade]]. With this upgrade, this feature has been updated to be auto-enabled for all roles. * For roles which should not have access to the [[Recently Viewed]] panel, this feature can be disabled using [[Manager Permissions]].<!--24356 - auto enable recent list--> ===New Permission Settings===* Restriction settings have been introduced for the [[Quick Messages|Quick Messaging]] feature which can be set by role in the [[Email & Email Broadcast Security]] settings pagerelease. * Permission Settings have been introduced for access to the [[Discussions]] feature which can be set by role in the [[Manager Permissions]] settings page.<!--24095 - new manager restrictions -->

===Remember Me Deprecated===* For security reasons the "Remember Me" setting on the login page has been deprecated Upgrade Feedback and removed. =Questions=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 need assistance or configured by a System Administrator: ===Creating Multiple PDFs with a Single Workflow Task===* The [[Workflow]] task want to create a PDF file from a {{WPV}} field has been enhanced to allow System Administrators to configure share your thoughts on the task to create multiple PDF files from multiple {{WPV}} fields. See the [[Creating Multiple PDFs with a Single Workflow Task]] page for instructions.<!--22494 - generate pdf workflow task ability to create multiple pdfsupgrade contact our support team toll--> ===Improvements to Arcadia List Views===* In SmartSimple's next-generation [[Arcadia]] interface, the column widths of [[list view]]s can be defined. * List view headings can also be made static, or in other words always be visible free at the top of the page when scrolling through a long list of records on a [[list view]].<!--23751 - Add option for enabling static header for Arcadia list views--> ===Sending Emails from {{l2}} Records===*System Administrators can now configure {{UTA}}s to allow end users to send emails directly from a {{l2}} record866. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions239.<!--22522--> ===Update Company Categories with Workflow Tasks===*A new [[Workflow Task Types|Workflow Task Type]] can been created named [[Workflow Task Type: Update Company Category|Update Company Category]] which can automate the action of adding 0991 or removing a [[Client Categories|Organization Category]] from an [[organization]] [[profile]]email support@smartsimple.<!--23763 - create workflow task to update company category-->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: September 2013]]======[[Previous Upgrade: August 2013]]======[[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]]=== =Future Upgrades=Click [[Future Upgrades|here]] page for a listing list of future previously-implemented upgrade datesfeatures.