Difference between revisions of "Previous Upgrade: February 2013"

From SmartWiki
Jump to: navigation, search
Line 11: Line 11:
 
===Backup Server Update===
 
===Backup Server Update===
  
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" on the Tuesday prior to the upgrade date.
+
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" one week 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 server]] and test the the changes against your most current data and configuration.
 
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.
 
* Internal staff will also be using these servers to perform instance specific testing.
 
* Internal staff will also be using these servers to perform instance specific testing.
* The update will stay in place on the [[Backup Server and Testing Instances|backup server]] for the Tuesday, Wednesday and Thursday of the update week.
 
  
 
===Update Go/No-Go===
 
===Update Go/No-Go===
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Thursday at 12:00pm.
+
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.
  
 
===WebEx===
 
===WebEx===
 
* There will be a Pre-Release WebEx session the week prior to each upgrade that will provide technical details on how to implement and use the new features and enhancements. <br>
 
* There will be a Pre-Release WebEx session the week prior to each upgrade that will provide technical details on how to implement and use the new features and enhancements. <br>
* Topic: SmartSimple October Upgrade
+
* Topic: SmartSimple April 2011 Upgrade
* Date: Tuesday, September 28, 2010
+
* Date: TBC
* Time: 2:00 pm, EST
+
* Time: TBC
* Meeting Number: 577 761 264
+
* Meeting Number: TBC
* Meeting Password: Tech38
+
* Meeting Password: TBC
 
* We have arranged a toll-free teleconference using the following numbers:  
 
* We have arranged a toll-free teleconference using the following numbers:  
 
:* 416-343-4997 (Local dial-in)
 
:* 416-343-4997 (Local dial-in)
Line 31: Line 30:
 
:* 800-2355-0000 (Global dial-in)
 
:* 800-2355-0000 (Global dial-in)
 
   
 
   
• Teleconference ID: 8914632
+
• Teleconference ID: TBC
• Webex Link: [https://smartsimple.webex.com/smartsimple/j.php?ED=155945007&UID=487027137&PW=NYmVhZTJlMmVh&RT=NCMxMQ%3D%3D https://smartsimple.webex.com]
+
• Webex Link: [https://smartsimple.webex.com https://smartsimple.webex.com]
  
  
Line 38: Line 37:
 
----
 
----
  
=Next Upgrade: April 2011=
+
=Next Upgrade: 28 April and 12 May 2011=
 +
The next upgrade cycle will commence on the 28th of April, 2011.
 +
 
 +
The following server will be upgraded on Thursday 28 April, 2011 at 10pm EST:
 +
:* smartsimple.biz
 +
The [[Backup Server and Testing Instances|backup server]] (*.smartsimplebk.biz) will be upgraded on Thursday April 21st for testing.
 +
 
 +
 
 +
The following servers will be upgraded on Thursday 12 May, 2011 at 10pm EST.
 +
:* smartsimple.com
 +
:* smartsimple.ca
 +
:* smartsimple.ie
 +
:* smartsimple2.biz
 +
:* smartsimple3.biz
 +
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday 5th May for testing.
 +
 
 +
 
 +
'''Important:''' The upgrade will be applied to your backup server 1 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. [[Backup Server and Testing Instances]]
 +
 
 +
 
 +
If your organization has a dedicated [[SmartSimple]] server or you host in-house the support team will be in contact with your system administrator '''after''' October 18th to schedule the upgrade of your server.
  
The next upgrade is tentatively scheduled for April 2011.<br />
 
Specific details will be provided nearer to the date of the upgrade.
 
  
 
The following is a partial list of the features that are scheduled to be included.
 
The following is a partial list of the features that are scheduled to be included.

Revision as of 11:32, 24 March 2011

General Information

The SmartSimple platform is upgraded with new features and enhancements approximately every 2 to 3 months.

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 subscribe to the Technical Journal that is sent out prior to each upgrade on the Newsletter Signup Page. (Unsubscribe here).

System Upgrade Process

The objective of the 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 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 Server and Testing Instances Wiki article, or contact the SmartSimple support desk.

Backup Server Update

  • Each backup server will be updated to the "release candidate" one week 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 test the the changes against your most current data and configuration.
  • Internal staff will also be using these servers to perform instance specific testing.

Update Go/No-Go

  • Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.

WebEx

  • There will be a Pre-Release WebEx session the week prior to each upgrade that will provide technical details on how to implement and use the new features and enhancements.
  • Topic: SmartSimple April 2011 Upgrade
  • Date: TBC
  • Time: TBC
  • Meeting Number: TBC
  • Meeting Password: TBC
  • We have arranged a toll-free teleconference using the following numbers:
  • 416-343-4997 (Local dial-in)
  • 1-866-440-4486 (Toll free dial-in)
  • 800-2355-0000 (Global dial-in)

• Teleconference ID: TBC • Webex Link: https://smartsimple.webex.com




Next Upgrade: 28 April and 12 May 2011

The next upgrade cycle will commence on the 28th of April, 2011.

The following server will be upgraded on Thursday 28 April, 2011 at 10pm EST:

  • smartsimple.biz

The backup server (*.smartsimplebk.biz) will be upgraded on Thursday April 21st for testing.


The following servers will be upgraded on Thursday 12 May, 2011 at 10pm EST.

  • smartsimple.com
  • smartsimple.ca
  • smartsimple.ie
  • smartsimple2.biz
  • smartsimple3.biz

The associated backup servers will be upgraded on Thursday 5th May for testing.


Important: The upgrade will be applied to your backup server 1 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. Backup Server and Testing Instances


If your organization has a dedicated SmartSimple server or you host in-house the support team will be in contact with your system administrator after October 18th to schedule the upgrade of your server.


The following is a partial list of the features that are scheduled to be included.

  • Note: this list is subject to revision.

Security

  • Persistent Login
  • ssencrypt command to manually encrypt object ids
  • This upgrade will provide a number of additional security enhancements which will be announced when the Technical Journal is sent out.


UTA Enhancements

  • Level 1 template can be restricted to a set of branches, rather than just one.
  • Quick entry feature to create multiple Level 2 records at the same time
* Includes the ability to assign a Group Identifier to all.
  • When displaying Level 2 records on the contact calendar, which records are shown can be controlled by Status.
  • Restrict which Statuses are available to each Level 2 or Level 3 "Type".
  • Search panel can search for empty fields using "Is Empty".
  • UTA Role custom fields that are available on the UTA Level 1 Role within the Level 1 contacts section for all roles.


Misc

  • A global autonumber field can be specified as a System Variable.
  • Global Advanced Logic to control who is permitted to edit contact/user profiles.





Previous Upgrades

Click on 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: October 1st 2010

Previous Upgrade: May 13th 2010

Previous Upgrade: October 1st 2009

Previous Upgrade: July 30th 2009

Previous Upgrade: May 28th 2009