Upgrades

General Information

Monthly Upgrades

Upgrades are released on a monthly basis.

The benefits of this approach are as follows:

• The upgrades will be performed in smaller batches.
• New features will come on-stream faster, as we can fast track key enhancements into early updates.

We will provide a list of updates and schedule for both the backup and production servers on this Wiki page.

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" 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.

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Current Upgrade Package: April 2013

The following server will be upgraded on Tuesday, April 9, 2013 at 10pm EST.

• smartsimple3.biz

The following servers will be upgraded on Thursday, April 11, 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

The upgrade will be applied to the associated backup servers on Thursday, one week prior to the date scheduled for your production server, 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, SmartSimple will be in contact with your system administrator to schedule the upgrade of your server after February 14th.

The following features will be implemented as part of the upgrade cycle commencing in April 2013:

Universal Tracking Application

• An "Available Templates" setting on the level 2 type page has been added. When a new level 2 type is created, this setting allows the user to select the level 1 templates for which the new level 2 type should be available.
• For fields of type “Select Many – Check Boxes” a new “Sort Values To Display Vertically” setting has been added which allows the user to display values of a checkbox field with multiple columns of values in columns.

Unchecked: Checked:

    A B                   A D
    C D                  B E
    E F                   C F

Workflows

• New task type added for Level 3 workflows: Change Status.

User/Company Signup Pages

• A setting has been added to the user and company sign up pages that disables updating the user or company if an existing match is found. A text box has also been added so that that administrators can enter in a customized alert message that displays when a user tries to update an existing user or company.
• The ability to easily configure a hybrid signup page has been enhanced. A drop-down select box has been added to the company sign-up page configuration that allows you to choose an existing contact sign-up page template to use. In the HTML template of the company sign-up page, the @user_form@ SmartSimple variable can be added to retrieve the user sign up form.

Hide Record Lock Person Name Role Settings - Internal People

If you would like to receive the Technical Journal you may subscribe here

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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.