Pivotal CRM Blog

Service Pack dla Pivotal Sync Stream 5.9 został opublikowany przez CDC Software. 

Service Pack dodaje kilka nowych funkcjonalności do narzędzia Outlook Synchronization Manager, jak również naprawia szereg zgłoszonych usterek.

Instalacja Service Pack’a niezbędna jest dla poprawnego funkcjonowania produktu LinkPoint for Pivotal CRM, umożliwiającego integrację e-mail z serwerem Lotus Notes i Novell GroupWise.
 
Poniżej szczegółowa lista zmian wprowadzanych przez 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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Ciekawe narzędzie do monitotowania aktywności użytkowników - Pivotal Data Analysis Tool można pobrać z serwera ftp firmy CDC Software.
 
Aplikacja przeznaczona jest dla administratorów systemu Pivotal CRM, i umożliwia zbadanie aktywności użytkowników systemu w poszczególnych tabelach.
Po uruchomieniu narzędzie dokonuje wyliczeń jacy użytkownicy zapisywali ile informacji w poszczególnych obiektach biznesowych. Po wykonaniu obliczeń informacje przedstawiane są w formie tabelarycznej, a wyniki można prosto wyeksportować do MS Excel.
 
Zaletą aplikacji jest jej prostota i przyjazny interfejs użytkownika. Aplikacja nie dokonuje żadnych wpisów do rejestrów, ani do systemu Pivotal, dzięki czemu można ją odinstalowąć przez skasowanie.
 
Aplikację można pobrać z serwera FTP po zalogowaniu się na następującego użytkownika:
Server: ftp.pivotal.com
Login: dropbox
Password: Lock4DAT#
 
Aplikacja wymaga uprzedniego zainstalowania pakietu .NET w wersji 1.1
Narzędzie nie jest wspierane przez Pivotal Global Technical Support.

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27 czerwca firma CDC Software wraz firmą Bull, organizuje internetowe seminarium “7 golden rules to successfully set up your CRM”.
 
Tematyka seminarium obejmuje:
- 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.

Seminarium jest darmowe, a zarejestrować można się pod adresem: https://bull.webex.com/mw0302l/mywebex/default.do?siteurl=bull-en&service=6&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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Ciekawy wywiad z Jason’em Rushforth’em (global vice president of Financial Services for CDC Software) został opublikowany w magazynie internetowym “Windows in Financial Services”.
 
Wywiad “Smart Strategies for Competing in a Global Economy” dostępny jest po adresem: http://www.windowsfs.com/TheMag/tabid/54/articleType/ArticleView/articleId/1983/Default.aspx

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Opóźnia się poprawka umożliwiająca właściwą współpracę systemu Pivotal CRM v. 5.9 z przeglądarką Internet Explorer 7.  Z tego powodu CDC poinformowała w swoim elektronicznym biuletynie o powodach takiego stanu rzeczy. Okazuje się iż w nowej wersji przeglądarki zaimplementowano nowe zasady interpretacji obiektów DOM, które uniemożliwiają prawidłowe funkcjonowanie aplikacji Pivotal CRM.

Poniżej treść oświadczenia na temat komptybilności Pivotal CRM z IE 7. 

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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