- 1 General Information
- 2 Previous Upgrades
- 3 Current Upgrade Package
- 3.1 General Details
- 3.2 Overview
- 3.3 Global System Upgrades
- 3.3.1 Major Updates
- 220.127.116.11 Removed Base API Key for Signority E-Signature Integration
- 18.104.22.168 Deprecated Job Costing Application
- 22.214.171.124 Deprecated Classic-style Calendar
- 126.96.36.199 Deprecated IP Address and Workstation Based Login Restrictions
- 188.8.131.52 Deprecated Personalized Alert Messages
- 184.108.40.206 Updated Interface for Association of Records
- 220.127.116.11 Enhanced Settings Screens for User Menu Permissions
- 18.104.22.168 Extended Group Email Functionality for Associated Companies of UTA Records
- 22.214.171.124 Enhanced Interface of Geomapping List Views
- 126.96.36.199 Updated Interface for Question Set Builder Custom Fields
- 188.8.131.52 Updated Interface Styles of Checkbox and Radio Inputs
- 184.108.40.206 Updated Visibility of Older Log Data
- 220.127.116.11 Updated Interface of UTA Record Copy Action
- 3.3.2 Minor Updates
- 18.104.22.168 Updated Chart-type Portal Sections with Ability to Open Records
- 22.214.171.124 Updated Login Page to Include Language Selection When Not Explicitly Defined
- 126.96.36.199 Added Additional Aggregate Record Count to Activities within Contact and Company Profile
- 188.8.131.52 Added Ability to Export Configuration Error Log
- 184.108.40.206 Updated Search Reference Within Custom Field Configuration to Include Reports
- 220.127.116.11 Added Ability to Disable List View Sticky Search Behaviour
- 3.3.1 Major Updates
- 3.4 On-Demand System Upgrades
- 3.4.1 Major Updates
- 18.104.22.168 New Shopping Cart Feature
- 22.214.171.124 Added Additional Themes and Templates Available to Portal Configuration
- 126.96.36.199 New Integration with ORCID Research Database
- 188.8.131.52 New Ability to Generate Fillable PDF Forms for E-signature
- 184.108.40.206 New Custom Field Type Special - Like Button Rating
- 220.127.116.11 Updated Disbursement Creator Tool Now Available to Non-Admin Users
- 18.104.22.168 New Ability to Restrict Available Consumer Records for Provider Connection Based on Consumer Type and Status
- 22.214.171.124 New Import Templates Now Available to Non-Admin Users
- 3.4.2 Minor Updates
- 126.96.36.199 Extended Bulk File Download Function for use With Consumer Provider List Views
- 188.8.131.52 Added Options for Invitation-type Workflow Task to Create or Send Invitations
- 184.108.40.206 Enhanced Hashtag-enabled Text-type Fields with Additional Options
- 220.127.116.11 Added Support for JSON Format for Report Exports
- 3.4.1 Major Updates
- 3.5 Beta Previews
- 3.6 Notes for Admins
- 3.6.1 Added New Parameters to SmartConnect API for Pagination of Records
- 3.6.2 Added New Criteria Operators to SmartConnect API for Searching of Empty or Non-empty Values
- 3.6.3 Added New Attributes to SmartConnect API to Describe Sub-type of Custom Field Metadata
- 3.6.4 Updated Default Settings for New Instances
Next Upgrade Date
The next upgrade is scheduled for March 11th 2021.
|Upgrade||Planned Production Date|
|March 2021||Thu, March 11 2021|
|July 2021||Thu, July 8 2021|
|November 2021||Thu, November 11 2021|
|March 2022||Thu, March 10 2022|
|July 2022||Thu, July 14 2022|
|November 2022||Thu, November 10 2022|
|March 2023||Thu, March 9 2023|
|July 2023||Thu, July 13 2023|
|November 2023||Thu, November 9 2023|
We regularly update the list of upgrade features and schedule for both the backup and production environments 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.
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.
For clients on a Private Cloud environment, please review the SmartSimple Upgrade Process – Dedicated Server page.
Upgrade Schedule Details
The following tables outline the detailed upgrade release cycle.
If you are subscribed to our Public Cloud offering your SmartSimple system will be automatically upgraded according to the following schedule
|Hosting||Environment||Date||Maintenance Window||Typical Downtime|
|Public Cloud||Production||Second Thursday of an upgrade month||22:00 - 23:59 EST||5 minutes|
|Public Cloud||Backup||Two weeks prior to the production upgrade||22:00 - 23:59 EST||5 minutes|
If you are subscribed to our Private Cloud offering with managed upgrades your SmartSimple system will be automatically upgraded according to the following schedule
|Hosting||Environment||Date||Maintenance Window||Typical Downtime|
|Private Cloud - Managed Upgrades||Production||Fourth Thursday of an upgrade month||22:00 - 23:59 local time||5 minutes|
|Private Cloud - Managed Upgrades||Development/Test||Fourth Thursday of an upgrade month||22:00 - 23:59 local time||5 minutes|
|Private Cloud - Managed Upgrades||Backup||Second Thursday of an upgrade month||22:00 - 23:59 local time||5 minutes|
If you are subscribed to our Private Cloud offering with client-managed upgrades your SmartSimple system is only upgraded manually by your system administrator or by submitting a request to SmartSimple. The upgrade package is made available for you according to the following schedule
|Hosting||Environment||Date||Maintenance Window||Typical Downtime|
|Private Cloud - Client-Managed Upgrades||All||Fourth Thursday of an upgrade month||client-managed||5 minutes|
Backup Environment Update
- Each backup environment 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 environment and test the changes against your most current data and configuration.
- Internal staff will also be using these environments to perform instance specific testing.
- Subject to satisfactory testing on both the pre-production environments and the backup environments, the Go/No-Go decision will be made on the Wednesday prior to an upgrade release.
Upgrade Feedback and Questions
If you have questions or need assistance or want to share your thoughts on the upgrade contact our support team toll-free at 866.239.0991 or email firstname.lastname@example.org
See the Previous Upgrades page for a list of previously-implemented upgrade features.
Current Upgrade Package
Public Cloud Production release date: March 11 2021
Public Cloud Backup release date: February 23 2021
Private Cloud Production (Managed Upgrades) release date: March 25 2021
Private Cloud Backup (Managed Upgrades) release date: March 11 2021
Watch this video to get a general overview of the new features in this release.
To watch this video in full screen, please click on the full screen button on the bottom right.
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 upgrade to their server:
Removed Base API Key for Signority E-Signature Integration
Deprecated the default system API key that is used for Signority e-signature integration services when no authentication credentials are configured. Going forward, in order to use the Signority e-signature integration, you will need to engage our partner vendor Signority in order to obtain a license and API key for use in your SmartSimple Platform3 instance. Clients currently leveraging our Signority integration would have already been contacted by a SmartSimple account manager to coordinate this transition, but if you currently have an integration with Signority enabled but have not transitioned to your own license key, please contact our support team for assistance with this.
Deprecated Job Costing Application
Deprecated the legacy Job Costing application. In ages past, prior to the creation of the fully configurable Universal Tracking Application, several static Tracking Applications were created for out-of-the-box use. As these static Tracking Applications are now no longer in use, they are being removed from various configuration menus and settings pages. We do not anticipate any behaviour change to your system.
Deprecated Classic-style Calendar
Deprecated of the Classic-style Calendar. Previously, we introduced an update to the Calendar interface to update it inline with the latest Arcadia styling and behaviour. We also introduced a setting within the Global Settings -> Classic area to allow you to continue using the previous Classic-styled calendar. However, for maintenance reasons we'll be removing this Classic Calendar option and again update your system to use the latest Calendar interface. If the setting for Classic Calendar within the Global Settings -> Classic Options area is not enabled in your instance, then this change will have no affect on your system.
Deprecated IP Address and Workstation Based Login Restrictions
Deprecated user login restrictions to restrict access based upon IP address, or local computer. These were two options found within the Roles and Access menu within each user account. They were older features that allowed you to restrict user access, one based upon the source IP address of a user's connection, and the other based upon a static cookie file stored on a user's local computer. These are now legacy features that no longer function with the highest security standards that the system can offer.
Deprecated Personalized Alert Messages
Deprecated personalized alert messages. In an attempt to create more friendly, and personal system alerts and experience, we previously modified system alert messages for end users with an opening like "Hey John". Unfortunately, that wasn't quite well received by our entire audience, so we're removing that personal message from system alerts, and replacing it with simple symbols or generic "Alert" text where appropriate.
Updated Interface for Association of Records
Updated the interface and behaviour when searching and adding record associations to other records. This applies to areas such as Contact and Company associations to records, as well as the Special - Linked Record List custom field. An example of the affected area is the multiple contact and multiple company standard field lists within a UTA Level 1 record. The behaviour of adding contact or company record associations has been altered to allow you to perform multiple searches, and review all your selected records in comparison with the current list of contacts and companies before you attach them. A simple search and add function for contacts and companies has been added inline at the top of the list view as well. These changes will now make it faster and more intuitive for users to attach contacts or companies to records.
Enhanced Settings Screens for User Menu Permissions
Enhanced and consolidated the settings screens for configuration of permissions to menus and features. The configuration of access to menus and features can be a little daunting and confusing with settings pages split across multiple areas. We're addressing this by first migrating the settings for menus and features that were previously found under Roles and Security > User Roles > Menu, and consolidating them into the Roles and Security > System Feature Permissions screen. Secondly, while the default behaviour lists each setting and all the user roles that you have configured for each, we'll be introducing a new role-based entry mode. This role-based entry mode will instead allow you to specify all the feature permissions that you'd like to set per role much more easily in one shot.
Extended Group Email Functionality for Associated Companies of UTA Records
Extended Group Email function to be available for contacts within associated companies of a UTA Level 1 record. Previously, the Group Email function could only target contacts directly associated with the Level 1. Now, instead of having to connect contacts directly to the Level 1, you can email various contacts of the companies associated to the Level 1.
Enhanced Interface of Geomapping List Views
Enhanced the interface and behaviour of list views with geo mapping enabled. The map frame will now dynamically re-size accordingly as you adjust the search radius of the search filter. Improved interaction between the list records and the map icons, selecting either will highlight the corresponding list record or map icon to better connect the two.
Updated Interface for Question Set Builder Custom Fields
Updated interface when setting up questions for a Special - Question Set Builder custom field. Previously, every question row listed formatting options such as number type, number precision, and currency. As these formatting options aren't always applicable to every field type, we've changed the default behaviour to instead now have these columns hidden, but provide you the option of showing these columns if you wish, as well as limit the available format options within. You can find this setting to control the format columns within the custom field configuration of a Special - Question Set Builder field.
Updated Interface Styles of Checkbox and Radio Inputs
Updated interface styling for checkbox and radio input elements and increased their size as well as updated styling for their state. This makes it easier for users to select these elements and to determine their current state.
Updated Visibility of Older Log Data
Updated visiblity of older log data to allow you to view log entries older than 2 years ago. In the November 2020 upgrade, we began moving log data older than 2 years ago into a separate archive location in the database. We've now linked these archive locations into the regular system screens, e.g. viewing field change history, where you will once again see these older log data seamlessly once again.
Updated Interface of UTA Record Copy Action
Updated the Copy UTA Level 1 or Level 2 action for simplified and improved user experience. The interim screen when you copy a record has been updated to hide options that are not available for the user to select copy behaviour for. A confirmation has been added whether you wish to remain on the current record that you're copying from, or whether you wish to navigate to the newly created record. Lastly, we've updated the behaviour when copying both a UTA Level 1 and its Level 2s to only create the records at the very end, instead of the current behaviour of creating the new Level 1, and then Level 2 as you step through the option screens.
Updated Chart-type Portal Sections with Ability to Open Records
Updated chart-type sections within a portal to allow you to drill down, and open up individual records. This will now function similar to the table-type sections allowing you to navigate to and open individual records for review.
Updated Login Page to Include Language Selection When Not Explicitly Defined
Updated the display of the login page to include a language selection when you have multiple login pages configured for multiple languages. While you may still navigate to the language specific login pages using the lang parameter in the URL, if the lang parameter is not specified, then a language selection will be presented to the end user on the login page. Upon logging in, the language selection from the login page will carry through the user's login session.
Added Additional Aggregate Record Count to Activities within Contact and Company Profile
Added the aggregate count of associated records within the left menu when viewing contact and company records. Some of the menu tabs representing activities, and UTA Level 2, and UTA Level 3 records associated to contact and company records did not have record counts displayed. These have been updated now to show you a count of these record types per contact or company.
Added Ability to Export Configuration Error Log
Added support for export of Configuration Error Log results, as well as Autoloader Process logs. The output from these two areas may now be exported as a file and more easily reviewed by system administrators.
Updated Search Reference Within Custom Field Configuration to Include Reports
Updated the Search Reference function within a custom field to now also include reports where the custom field is included in. You can now determine if a field has been included within any reports.
Added Ability to Disable List View Sticky Search Behaviour
Added ability to disable the sticky search behaviour of list views. The default behaviour of list views to remember your last search, and display the results of your last search can now be disabled via your personal list view settings and disabling the "Remember Previous Search" option.
On-Demand System Upgrades
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a Global Administrator:
New Shopping Cart Feature
New Shopping Cart feature allows for the tracking as well as processing of payments from users. When this feature is configured, it will allow users to process payments towards organizations, or UTA Level 1 records. This feature was designed with end user donation purposes in mind and will allow you to process payments directly via our integration with our partner Stripe, or through an integration with your own financial system by way of payroll deduction. Users may choose from one-time payments to multiple payment plans. For system administrators, this feature can be enabled in the Global Settings area through settings called Shopping Cart. You can define what system objects are available to for inclusion within an order, and multiple payment forms as well to specify different attributes for different methods of payment. For example, you can include a flat processing fee, and either choose to display or hide this from the user's order summary screen. For end users, when they navigate the records made available for payment towards, they will be presented an option to add to their shopping cart, from which they may check out when done.
Added Additional Themes and Templates Available to Portal Configuration
Added additional themes and templates available for use in portal configurations. Three new themes are now available. Five new templates have been added for use within these new themes. These templates have been tailored for use with audiences in those respective areas and allow you to setup well designed portals in a snap.
New Integration with ORCID Research Database
New integration with ORCID research and funding database. This allows you to integrate your SmartSimple platform with ORCID in order for users to pull down their ORCID profile into your SmartSimple platform, and also to push out funding data from the platform out to ORCID. Your organization will need to sign up for an API or integration key directly with ORCID, to be entered as an Integration Key in the platform. Additionally, individual users will need to each authenticate their user profile with ORCID and authorize the platform to access ORCID data in order to pull down or update their ORCID profile within the platform.
New Ability to Generate Fillable PDF Forms for E-signature
New ability to generate fillable PDF forms for e-signing. Currently, only available for integrations with DocuSign at the moment, you now have the ability to configure Web Page View custom fields with custom content that will generate a fillable PDF.
New Custom Field Type Special - Like Button Rating
New custom field type called Special - Like Button Rating can be used to present a thumbs up and down rating. You can set the permissions and availability for this field just like any, and present your users with the ability to like or dislike a record.
Updated Disbursement Creator Tool Now Available to Non-Admin Users
Updated Disbursement Creator tool to be available for non-admin users. This feature may now be enabled for use by non-admin users via a role permission located in the allocation mapping settings. Enabling this for users will then display the Disbursement option within the Tools menu within a UTA Level 1 record.
New Ability to Restrict Available Consumer Records for Provider Connection Based on Consumer Type and Status
New ability to restrict the type and status of Consumer records that you can choose from the Provider UTA. Within the configuration of Consumer connection within the Provider UTA connectivity settings, you can now more granularly control the availability of which Provider records can be linked with which Consumer records by type and status combinations of both Provider and Consumer.
New Import Templates Now Available to Non-Admin Users
New Import Templates to allow you to configure import wizards for use by non-admin users. This functionality is available for use with UTA Level 1, Level 2, and Level 3 type records. The configuration setting for this can be found within the UTA settings page -> respective level tab -> Import Templates. These templates allow you to create an import profile restricted to specific record types, statuses, and also the fields to import into. You may then permission the templates for use by user role. We've also extended the import wizard functionality to be available now for UTA Level 2, and Level 3 records as well. The interface and behaviour of the import wizard will now allow you to directly copy and paste content for upload in addition to file upload, as well as allow you to specify more options for column delimiter where only comma delimiters were accepted previously. The error detection and data validation has also been improved and will now alert you on any issues encountered at the end of the import. Lastly, you will be able to save your column mapping selection and reload these the next time you use the Import Template for a quicker import experience.
Extended Bulk File Download Function for use With Consumer Provider List Views
Extended bulk file download functionality to be available for Consumer Provider list views. You may now configure Consumer Provider list views with the ability to download file uploads from the records returned in the list.
Added Options for Invitation-type Workflow Task to Create or Send Invitations
Added two new options for the Invitation-type Workflow Task to allow you create or send Draft Invitations. You can now trigger the creation and sending of contact invitations via Workflow Task, and additionally if the Workflow is triggered on a UTA Level 2 record, you will also have the ability to trigger a Level 2 activity Workflow Task that will create or send invitations off the parent Level 1 record.
Enhanced Hashtag-enabled Text-type Fields with Additional Options
Enhanced the Hashtag option for text-type custom fields with some additional options for improved usability. Introduced an option to restrict the ability to create new hashtag values to certain user roles. Introduced an option to categorize multiple fields into similar categories, such that end users entering in any of these fields will be able to search from the collective hashtags across all fields within the same category. Also introduced a new admin page, Hashtag Library, found in the Global Settings that will show you the list of available hashtags, and that also allows you to change the hashtag value and category.
Added Support for JSON Format for Report Exports
Added support for exporting report resultsin JSON format through the File Export feature of reports. Within the File Export configuration menu of a report, you can now specify an export format of JSON.
No features are available for beta preview this upgrade.
Notes for Admins
Added New Parameters to SmartConnect API for Pagination of Records
Added additional parameters to the SmartConnect API to allow for pagination of record sets. For List action API calls, new parameters recordcount, recordstart, and recordend will now be returned to you. New parameters recordsperpage, recordstart, and pageofrecord will be available for you to pass to the calls to page through the result set. You may pass just the recordstart to indicate which record to start from, for example, given a recordsperpage 100, you could pass recordstart 1, 101, and 201 in order to obtain records 1-100, 101-200, 201-300 respectively. Another example, given a recordsperpage 100, you could pass recordstart 1, 1, and 1, in combination with pageofrecord 1, 2, and 3 in order to obtain the same record sets 1-100, 101-200, 201-300 respectively.
Added New Criteria Operators to SmartConnect API for Searching of Empty or Non-empty Values
Added additional operator available to the SmartConnect API for use within criteria to search for records where a field is empty or not. You may now include an operator of isempty, with a corresponding value of either true or false, within a criteria in order to search for records based on either empty or non-empty value.
Added New Attributes to SmartConnect API to Describe Sub-type of Custom Field Metadata
Added additional attribute fieldsubtypeid to the SmartConnect API function for Get Meta. This will allow you to retrieve the subcategory of a custom field. Where you were able to previously retrieve the field type, e.g. Text Box - Single Line, you can now retrieve the subcategory, e.g. Text Box - Date, or Text Box - Number for more granularity. You will be able to retrieve both the type name as well as internal type ID assigned to these types and subtypes.
Updated Default Settings for New Instances
Updated the default settings for any newly created instance to enforce stronger and recommended settings. Some of these default settings involve security settings, such as deprecation of plain text passwords in email reset template, and enforcement of SmartCheck server-side validation, Organization and User Security matrix, CAPTCHA validation, and cookie usage acceptance message. Some of these default settings involve interface settings, such as disabling of Classic-type interface options, enabling of compact header, and title bar navigation pane. Some of these default settings involve enforcement of configuration standards such as restriction of special characters and spaces in field names, and deprecated support for some variable syntax including reportproperty variable syntax in custom field options, as well as list variable syntax within group functions in template formulas.