Smartstaff
2,091
edits
Changes
m
===Bi-Monthly Upgrades===Global Release Date: '''March 28 2024'''<br />Global Backup Release Date: '''March 14 2024'''
'''==Upcoming Upgrades are released on a bi-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.
A list This page will provide a general overview of planned each upgrade dates is available here: [[Future Upgrades]], with links to the Wiki articles describing the new or updated features and how to use them.
We regularly update More information around the list of [[#About_the_System_Upgrade_Process|system upgrade features and schedule for both the backup and production servers on this Wiki pageprocess]] can be found below.
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 the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?tokenCurrent Upgrade Package=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).{{March2024Upgrade}}
The objective of the System Upgrade Process is to ensure that customers have For clients on a chance to Private Cloud environment, please 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 SmartSimple Upgrade Process – Dedicated Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support deskpage.
For clients on a Dedicated Server, please review the [[SmartSimple ===Upgrade Process – Dedicated Server]] page.Schedule Details==={{Upgrade Schedule Details}}
* 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: January 2014= <!--Watch this video prior to get a '''general overview''' of the new features in our October 2013 an upgraderelease.
''To watch this video in full screen, please click on the '''YouTube link''', then the '''full screen button''' on the bottom right.'' {{#ev:youtube|3oc-8ZgPvl8}}--> The following server will be upgraded on Tuesday, January 14th, 2014 at 10pm EST.:* smartsimple3.biz The following servers will be upgraded on Thursday, January 16th, 2014 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''' January 16th. ==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 January 2014 upgrade to your server: ===New Feature - PDF AnnotationQuestions===*SmartSimple now allows If you have questions or need assistance or want to add annotations to uploaded PDF documents share your thoughts on the fly. When the "Enable Annotation" option is selected on a multipleupgrade contact our support team toll-file upload field, PDF documents uploaded to that field can be commented and marked upfree at 866. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required239.<!--24791 - PDF annotation--> ===Simplified Auditing of Contact/Company Records===*Two new [[standard field]]s, "Created By" and "Created Date," have been added to [[contact]] and company records. Now system administrators can more easily configure their system to stamp a contact 0991 or company record with the creator and creation date of the recordemail support@smartsimple.<!--25990 - created timestamp for users and companies--> ===Simplified Owner Assignment Configuration===*The ability to restrict the assignment of contacts to the {{l2}} "Owner" [[standard field]] to a given set of roles has been added to the system. <!--25029 - Level 2 owner lookup roles--> ===Now Able to Translate Prefix/Suffix Options===*System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages.<!--25192 - How to translate prefix/suffix combo box options--> ===Simplification of Settings Pages===*The [[Global Settings]] page and [[UTA Settings page]]s have been streamlined by reorganizing certain settings options to the standard field configuration pages. Retired the following settings and moved them to Standard Field based properties (/Apps/app_editapp.jsp)1. "Default Contact Lookups based on Level One Company"2. "Default Company Lookup Category"3. "Contact Assignment Role Settings"4. "Company Assignment Role Settings"5. "Standard Contact Lookup Role Settings"6. "Level one Company Lookup Category Settings"7. "Enable External Owners"(/Apps/app_settings.jsp)8. "Filter People Based on Company"9. "Filter Owner Based on Company"10. "Enable Branch Lookup" (removed, L1 Branch will now be Ajax Lookup all the time)11. "Enable External company for Level 1 Branch Standard Field" New settings added to Standard Field Properties are: (/Apps/app_editappcontrol.jsp, show/hide based on different Standard Field)- Filter Lookup Results by L1 Company (equivalent to 1, 8, 9)- Lookup Scope (equivalent to 7, 11)- Lookup Roles/Categories (equivalent to 5, 6)- Assignment Roles (equivalent to 3, 4)- Default Lookup Category (equivalent to 2) <!--25029 - Level 2 owner lookup roles-->com
=Future Upgrades=
Click [[Future Upgrades|here]] for a listing of future upgrade dates.
→Current Upgrade Dates
=General Information=
==Current Upgrade Dates==
Key Release Date: '''March 14 2024'''<br />
Key Backup Release Date: '''February 29 2024'''
==About the System Upgrade Process==The objective of the system upgrade process is to ensure that customers have a chance to review how their applications and information will work following the upgrade without 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 SmartSimple Cloud. 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 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.
===Update Go/No-Go===
=Previous Upgrades=
See the [[Previous Upgrades]] page for a list of previously-implemented upgrade features.
[[Category:Upgrades]]