Pivotal CRM Blog

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

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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>

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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.

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Improved the speed of the OSM startup scan.

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

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

Issues Addressed in Service Pack 3

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

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

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

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

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

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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.

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

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

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

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

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

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

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Resolved issue where the OSM repeatedly updated the same record.

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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.

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

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

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

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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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An interesting tool for monitoring users’ activity - Pivotal Data Analysis Tool - is available for download from CDC Software enterprise’s ftp server.

An application is dedicated for Pivotal CRM system’s administrators and enables a research of system’s users activity in individual tables.
After running, the tool makes calculations about the amount of information saved by users in each business object. After finishing the  calculation, information is presented in a form of the table, and the results can be exported straight to MS Excel.

The advantages of the application are its easiness and a friendly user’s interface. The application does not make any entry neither to registers, nor to Pivotal system. Thanks to that, it can be easily uninstalled by deleting.

The application can be downloaded from FTP server after logging as the upcoming user:
Server: ftp.pivotal.com
Login: dropbox
Password: Lock4DAT#

The application needs a previous installation of .NET package v. 1.1
The tool is not supported by Pivotal Global Technical Support.

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On June 27th, CDC Software enterprise, together with Bull, organizes an inetrnet seminar “7 golden rules to successfully set up your CRM”.

A subject matter of the seminary includes:

- The golden rules to successfully set up a CRM that can also scale and change as your company grows.
- Customer case studies.
- The benefits of a flexible & customizable CRM.

A seminary is free, to perticipate in it you need only register yourself at

https://bull.webex.com/mw0302l/mywebex/default.do?siteurl=bull-en&amp;service=6&amp;main_url=%2Fec0507l%2Feventcenter%2Fmainframe.do%3Fmainurl%3Dhttps%253A%252F%252Fbull.webex.com%252Fec0507l%252Feventcenter%252Fevent%252FeventAction.do%253FtheAction%253Ddetail%2526confViewID%253D352617841%2526siteurl%253Dbull-en%26siteurl%3Dbull-en

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An interesting interview with Jason Rushforth (global vice president of Financial Services for CDC Software) has been published in an internet magazine “Windows in Financial Services”.

The interview “Smart Strategies for Competing in a Global Economy” is available at http://www.windowsfs.com/TheMag/tabid/54/articleType/ArticleView/articleId/1983/Default.aspx

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 The adjustment which would enable a proper cooperation of Pivotal CRM system v. 5.9 with Internet Explorer 7 is in retard. That is why, in its electronic bulletin, CDC has informed about reasons that caused this state of affairs. It turned out that in a new version of browser new rules of interpretation of DOM objects have been implemented, which prevent Pivotal CRM application from proper functioning.

Below you can find content of a statement dealing with a Pivotal CRM and IE 7 compatibility

Pivotal and IE7 Compatibility

CDC Software is continuing to work closely with Microsoft to resolve compatibility issues between Microsoft Internet Explorer 7 (IE7) and Pivotal Rich Client. Although CDC Software has already released a hot fix that addressed compatibility issues with Pivotal Rich Client 5.7, recent investigations have revealed new issues.

This email is intended to provide you with an update on the progress being made toward resolving the outstanding compatibility issues.

IE7 DOM Changes

With the release of Internet Explorer 7, Microsoft introduced fundamental changes to the way in which the IE platform works. Applications like Pivotal Rich Client that host or rely on the IE platform have been negatively affected by these changes.

CDC Software QA has been diligently working at resolving compatibility issues arising from the IE platform changes. However, since resolving some initial compatibility issues, we have discovered a change in the IE7 DOM event model. Specifically, there has been a change in the order of DOM events being fired on text fields when comparing IE6 versus IE7:

• With IE6, after editing a text field and tabbing away from it the DOM events fire properly: OnChange followed by OnAfterUpdate.
• With IE7, the DOM events fire in reverse order: OnAfterUpdate followed by OnChange.

The impact of this change is that Client Scripts written to hook in to the OnAfterUpdate event do not have access to the data in the text field. This can result in client-side business logic executing incorrectly.

Next Steps

Following Pivotal’s escalation, MSFT has acknowledged the DOM issue, recognized it as a problem, and understands that this issue is a major impediment to our customers’ ability to upgrade to Microsoft Vista. Microsoft is investigating the creation of a hot fix initially targeted for Pivotal customers with a generally available version.

Until Microsoft issues the hot fix, CDC Software recommends that customers not install IE7 or Microsoft Vista (since Vista requires IE7). Further, it is recommended that customers who have installed IE7 should roll back to IE6. For more information on uninstalling IE7, please refer to Microsoft’s Uninstalling IE7 FAQ.

For More Information

For more information on compatibility issues with IE7, please contact Pivotal Global Technical Support.

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