Pivotal CRM Blog

CDC software has just informed about the development of work at making Pivotal CRM 5.9 platform compatible with Internet Explorer 7 web browser. Unfortunately, the compatibility is not assured yet.

Below you can find a text of the statement:

This product bulletin is an update to the maintenance releases designed to deliver compatibility between Pivotal CRM and the following products:

• Microsoft Internet Explorer 7 (IE7)
• Microsoft Windows Vista (Business Edition, Ultimate Edition and Enterprise Edition)
• Microsoft Office 2007 (Word, Excel, Outlook, and web components)
• Microsoft Exchange 2007
• Microsoft SQL Server 2005 SP2 - provides compatibility with Microsoft Vista
• Crystal Reports XI (CRXI r2 SP2) - Business Objects has elected not to provide CRX compatibility with Microsoft Vista

CDC Software was initially targeting the Q2 timeframe for general availability. However, due to the complexity of adapting Pivotal CRM to a number of fundamental application and platform changes introduced by Microsoft the releases have been delayed.

A Change in Approach

Like many Enterprise software vendors, CDC Software is encountering a number of issues creating compatibility with the latest release of Microsoft’s flagship products.

As reported in a June 2007 Pivotal CRM Product Bulletin, CDC Software continues to work closely with Microsoft to resolve compatibility issues between IE7 and Pivotal Rich Client introduced by Microsoft’s move to conform more closely to World Wide Web Consortium (W3C) standards.

In order to speed delivery, CDC Software will deliver the compatibility releases in two separate vehicles:

• A maintenance release covering IE7, Vista, Exchange 2007, SQL Server 2005 SP2 and CRXI compatibility targeted for delivery in early Q407
• A maintenance release covering Office 2007 compatibility to be created following the completion of the above-listed release.

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In last few days there were released some new sets of adjustments for Pivotal CRM platform. 
Below, you can find their list:

 
 Pivotal SyncStream 5.9 SP3 HF01
 Pivotal Applications/CMS 5.9 HF05
 Financial Services 4.1 HF06
 Financial Services 5.9 HF01
 Pivotal Lifecycle/Business Server 5.7 SP01 HF02
 Pivotal Handheld 5.10 Hot Fix 01
 Pivotal MarketFirst 5.10 HF01

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Two brand new hotfix’s have been published and are available for download from Pivotal Customer/Partner Portal website.

The adjustments are dedicated for Pivotal Web Services Generator 5.9 and Pivotal Financial Services 5.9 .

Below, you can find an index of the developed adjustments:

Pivotal Web Services Generator - Resolved issue where access errors occurred while deploying the generated Web Services on an IIS box
without a local installation of Pivotal Lifecycle Server.

Pivotal FS 5.9 - MMD 2007 r2.0 is not compatible with Financial Services r5.9.

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During a recent Pivotal Customer Summit 2007 conference, CDC has presented schemes of development Pivotal MarketFirst application. Below you can find a specification of available information on what is supposed to be found in succesive versions of the tool.

In May, 2007, a 5.10 version has been released. Its main aim was to improve the area of integration of Pivotal MarketFirst and other Pivotal CRM applications.
It is planned to release in the first quarter of 2008 a MarketFirst version with a code name “vNext”. The main aims of this version are:

• Improving user’s interface
• Improving a process of administration and of solving the problems
• Improving “system robustness”

The next version in roadmap is Pivotal MarketFirst vN+1, which principle aim will be to deliver new functionalities. The main schemed development areas are:

• Pivotal MarketFirst adaptation to Web 2.0 technology
• Marketing Resources Management
• Refreshment of architecture
• New analityc tools
• Integration with the tools of web analytics class
• Integration with the tools of content management class
• Introduction of GIS/Mapping functionality

CDC promises a strict cooperation with customers during the works on the new versions, which will enable the acquisition of a return information on any possible level.

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CDC Software has published a Service Pack for Pivotal Sync Stream 5.9.

Service Pack adds number of functionalities to Outlook Synchronization Manager tool, as well as corrects several reported mistakes.

Service Pack’s installation is necessary for a proper functioning of
LinkPoint for Pivotal CRM, which enables an integration of e-mail with Lotus Notes server and Novell GroupWise.
Below you can find a detailed list of changes introduced by the Service Pack.

Additional Features Added in Service Pack 3

64270
The Outlook Synchronization Manager (OSM) now sends an e-mail notification if it shuts down due to a database connection failure.
The recipient address is specified by the following registry key:
Key: HKEY_LOCAL_MACHINE\SOFTWARE\Pivotal\SyncStream\OSM
Name: NotificationAddress
String Value: <Email address of user to be alerted>

64208
The OSM now archives old logs. By default, the OSM starts a new log once the current log is either 1 day old or 10 MB in size. The OSM archives old logs by renaming them to OSMLog YYYY-MM-DD hh.mm.ss.txt. By default, archived logs are deleted after 90 days.

64368
Improved the speed of the OSM startup scan.

64395
Added log statistics for the Outlook scan about the number of the items deleted, modified or not synchronizing.

64474
The OSM now attempts to restart if it loses connection to the Active Notification Manager (ANM).

Issues Addressed in Service Pack 3

64207
Resolved issue where the OSM did not restart if the computer restarted while OSM was running.

64273
Resolved issue where OSM Log reported issues of certain activity records that did not pass the filter.

64274
Resolved issue where the OSM did not restart after an Upgrade From Offline System (UFO) process was completed.

64282
Resolved issue where accented characters were not converted correctly during a System Restore on Oracle.

64283
Resolved issue where the OSM did not attempt to reconnect to the system if the database connection was lost.

64303
Resolved issue where, if a Resync Databases operation was running under a user other than the DSM user, the DSM would not restart after the Resync completed.

64243
Resolved issue where the This is the mailing address check box on the Contact form was not set properly.

64290
Resolved issue where the contact synchronization record was not updated with the Outlook timestamp.

64367
Resolved issue where the OSM did not delete a synchronization record after the corresponding task or appointment was deleted.

64393
Resolved issue where the OSM shut down after deleting contacts in Outlook.

64413
Resolved issue where the OSM did not process additions from Lifecycle Server. The OSM now retries three times if the record is not found.

64426
Resolved issue where the satellite DSM shut down during the UFO.

64212
Resolved issue where the OSM repeatedly updated the same record.

64445
Resolved issue where on a mobile configuration, in case of any error at the startup of the transport (by HttpSyncstat), the number of the transport worker threads would grow indefinitely.

64440
Resolved issue where, on mobile configurations, in some cases, the shutdown process took a very long time because of the DSM.

64449
Resolved issue where the PivotalTraceClient did not have a recycling mechanism for the generated logs

64453
Resolved issue where the Sender section of the transport failed to recover transitory chunks.

64484
Resolved issue where the results of an Audit Synchronization were displayed in the wrong instance of eRelationship Enterprise Manager if more than one eRelationship Enterprise Manager instances were open and connected to the same system.

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