Difference between revisions of "Previous Upgrade: February 2013"
From SmartWiki
| Line 83: | Line 83: | ||
==UTA Enhancements== | ==UTA Enhancements== | ||
* Level 1 graphical Status life cycle indicator | * Level 1 graphical Status life cycle indicator | ||
| + | * '''—Select Role—''' can be set as the default role in the Level 1 Contacts section to ensure a role is selected deliberately and not left at the first role listed inadvertently. | ||
* Level 1 template can be restricted to a set of branches, rather than just one. | * 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 | * Quick entry feature to create multiple Level 2 records at the same time | ||
: * Includes the ability to assign a '''Group Identifier''' to all. | : * Includes the ability to assign a '''Group Identifier''' to all. | ||
| − | * | + | * The column heading used in the [[List View]]s can be specified. |
| − | + | * Search panel can search for empty fields using "Is Empty" at Level 1, Level 2 and Level 3. | |
| − | * Search panel can search for empty fields using "Is Empty" | ||
| − | |||
* '''Lock on Type''' at Level 2 and Level 3 to prevent changing the type once the record has been created | * '''Lock on Type''' at Level 2 and Level 3 to prevent changing the type once the record has been created | ||
* Level 2 and Level 3 '''Creation Roles''' to define which user roles are permitted to create each type. | * Level 2 and Level 3 '''Creation Roles''' to define which user roles are permitted to create each type. | ||
* Level 2 and Level 3 '''Available Statuses''' to define which statuses are available to each type. | * Level 2 and Level 3 '''Available Statuses''' to define which statuses are available to each type. | ||
| − | * | + | * Recurring activities can be scheduled weekly on multiple days |
| − | + | * When displaying Level 2 records on the contact calendar, which records are shown can be controlled by Status. | |
| − | |||
| − | |||
* Batch Update for invoice statuses | * Batch Update for invoice statuses | ||
* '''Void Invoice''' button (controlled by role using Advanced Logic) | * '''Void Invoice''' button (controlled by role using Advanced Logic) | ||
| − | * UTA Custom Fields at Level 1 and Level 2 as well as Association can be defined to appear for all | + | * UTA Role Custom Fields at Level 1 and Level 2 as well as Association can be defined to appear for all user roles. |
* Contacts can be assigned by Group at Level 2 and Level 3, in the same manner as Level 1. Additionally an Advanced Logic setting to hide the Group assign option at each level if it's not required. | * Contacts can be assigned by Group at Level 2 and Level 3, in the same manner as Level 1. Additionally an Advanced Logic setting to hide the Group assign option at each level if it's not required. | ||
| − | * | + | * If the Level 2 multiple contact or account lists are enabled they can now be re-positioned below the custom fields, in the same relative location as they appear at Level 1. |
| − | + | ||
| − | + | * UTA Connection [[List View]] (Consumer/Provider) can be customized | |
| − | * | ||
* Data Exchange: Preserve Template, Preserve Type, reject new Template, reject new Type (Level 2 and Level 3) | * Data Exchange: Preserve Template, Preserve Type, reject new Template, reject new Type (Level 2 and Level 3) | ||
* Data Exchange: Setting to prevent exchange of new Level 2 records. | * Data Exchange: Setting to prevent exchange of new Level 2 records. | ||
| + | * Aggregation UTA: Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA. | ||
| − | + | ==Workflows | |
| − | + | * Create Activity Workflow Task available at Level 2 to create Level 3 records. | |
| − | * | + | * Workflow request for comment/approval at Level 2 and Level 3: can define whether the record appears in view or edit mode. |
| − | * | ||
* Reports: Display Charts using Flash animation | * Reports: Display Charts using Flash animation | ||
* Reports: New dashboard layouts: 1x7, 1x8, 1x9 and 1x10 | * Reports: New dashboard layouts: 1x7, 1x8, 1x9 and 1x10 | ||
| − | + | ||
| − | + | ==Variables== | |
* Variable processor currency formatting (''@format(FIELD NAME,currency,CURRENCYCODE)@'') | * Variable processor currency formatting (''@format(FIELD NAME,currency,CURRENCYCODE)@'') | ||
* System Library to provide central access to commonly used option lists, script functions and other components. | * System Library to provide central access to commonly used option lists, script functions and other components. | ||
* System variable pre-processing (''@system2.@variable name@@'') as well as support for system variables appearing within system variables | * System variable pre-processing (''@system2.@variable name@@'') as well as support for system variables appearing within system variables | ||
| + | * A global autonumber field can be specified as a [[System Variable]]. This will allow sequential numbers to be provided across different objects in different UTAs | ||
| + | |||
| + | ==Misc== | ||
| + | * Global [[Advanced Logic]] to control who is permitted to edit contact/user profiles. | ||
| + | * Fields searched and displayed when using the Ajax Lookup can be customized for Contacts and Accounts. The column headings can also be customised. | ||
| + | * Global auto-number option | ||
* Manager Permission to provide read-only access to the Message Queue, controlled by user role. | * Manager Permission to provide read-only access to the Message Queue, controlled by user role. | ||
| − | * Manager Permission to restrict use of the Multiple File Upload Applet | + | * Manager Permission to restrict use of the Multiple File Upload Applet |
| − | * | + | * The [[List View]] column headings can be customised for Contacts and Accounts. |
Revision as of 21:13, 26 April 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: 5 May and 19 May 2011
The next upgrade cycle will commence on the 5th of May, 2011.
The following server will be upgraded on Thursday 5 May, 2011 at 10pm EST:
- smartsimple.biz
The backup server (*.smartsimplebk.biz) will be upgraded on Thursday April 28th for testing.
The following servers will be upgraded on Thursday 19 May, 2011 at 10pm EST.
- smartsimple.com
- smartsimple.ca
- smartsimple.ie
- smartsimple2.biz
- smartsimple3.biz
The associated backup servers will be upgraded on Thursday 12th 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 to schedule the upgrade of your server after May 24th.
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
- Hierarchical password policy
- A new setting available to restrict access to backup server
- Ability to restrict which user roles are permitted to send e-mails through SmartSimple
- This upgrade will provide a number of additional security enhancements which will be announced when the Technical Journal is sent out.
Standard and Custom Fields
- Standard Fields - Edit condition to control which user roles are permitted to edit each standard field.
- Language translation integration within the custom fields settings.
- Proxy friendly multiple file upload applet
- New Custom Field Type: Special - Hand Drawing (Pain Diagram)
- Display Only Image field: Enable "Camera Snapshot" and "Auto Capture" settings
- Multiple Files field: Document console to allow preview of files without opening them and facilitate printing.
UTA Enhancements
- Level 1 graphical Status life cycle indicator
- —Select Role— can be set as the default role in the Level 1 Contacts section to ensure a role is selected deliberately and not left at the first role listed inadvertently.
- 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.
- The column heading used in the List Views can be specified.
- Search panel can search for empty fields using "Is Empty" at Level 1, Level 2 and Level 3.
- Lock on Type at Level 2 and Level 3 to prevent changing the type once the record has been created
- Level 2 and Level 3 Creation Roles to define which user roles are permitted to create each type.
- Level 2 and Level 3 Available Statuses to define which statuses are available to each type.
- Recurring activities can be scheduled weekly on multiple days
- When displaying Level 2 records on the contact calendar, which records are shown can be controlled by Status.
- Batch Update for invoice statuses
- Void Invoice button (controlled by role using Advanced Logic)
- UTA Role Custom Fields at Level 1 and Level 2 as well as Association can be defined to appear for all user roles.
- Contacts can be assigned by Group at Level 2 and Level 3, in the same manner as Level 1. Additionally an Advanced Logic setting to hide the Group assign option at each level if it's not required.
- If the Level 2 multiple contact or account lists are enabled they can now be re-positioned below the custom fields, in the same relative location as they appear at Level 1.
- UTA Connection List View (Consumer/Provider) can be customized
- Data Exchange: Preserve Template, Preserve Type, reject new Template, reject new Type (Level 2 and Level 3)
- Data Exchange: Setting to prevent exchange of new Level 2 records.
- Aggregation UTA: Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.
==Workflows
- Create Activity Workflow Task available at Level 2 to create Level 3 records.
- Workflow request for comment/approval at Level 2 and Level 3: can define whether the record appears in view or edit mode.
- Reports: Display Charts using Flash animation
- Reports: New dashboard layouts: 1x7, 1x8, 1x9 and 1x10
Variables
- Variable processor currency formatting (@format(FIELD NAME,currency,CURRENCYCODE)@)
- System Library to provide central access to commonly used option lists, script functions and other components.
- System variable pre-processing (@system2.@variable name@@) as well as support for system variables appearing within system variables
- A global autonumber field can be specified as a System Variable. This will allow sequential numbers to be provided across different objects in different UTAs
Misc
- Global Advanced Logic to control who is permitted to edit contact/user profiles.
- Fields searched and displayed when using the Ajax Lookup can be customized for Contacts and Accounts. The column headings can also be customised.
- Global auto-number option
- Manager Permission to provide read-only access to the Message Queue, controlled by user role.
- Manager Permission to restrict use of the Multiple File Upload Applet
- The List View column headings can be customised for Contacts and Accounts.
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.
