Create! Upgrade Notes

Transcription

1 Contents 1. Overview Version Compatibility Prerequisites Time Required Upgrading from Upgrading from Step 1: Install Create! Step 2: Confirm License Key and Windows Identity Step 3: Configure Create! Transport Protocols (if required) Upgrading from Step 1: Install Create! Step 2: Enter License Key Step 3: Enter a Windows Identity (if required) Step 4: Configure Create! Transport Protocols (if required) Enhancements and Fixes for version Enhancements and Fixes for version Enhancements and Fixes for version Enhancements and Fixes for version Filename: Create! Upgrade Notes.pdf Page 1 of 7

2 1. Overview Create! version combines fixes that were released in a number of patches and includes a number of new fixes and enhancements. For a full list of enhancements and fixes, for this and all other releases, refer to the Enhancements and Fixes section Version Compatibility These upgrade notes apply to upgrades from version 1.0, 2.3 and 2.5. You must upgrade from version 2.3 if you use any of the following products: Create!form server for JDE OneWorld version 2.0 or higher Create!archive server version 2.5 or higher Create!form folder monitor version 2.5 or higher 1.2. Prerequisites You must pause production printing prior to upgrading. It is recommended that the Create! User Guide is available for reference Time Required To upgrade Create! on your system will require approximately 10 minutes. 2. Upgrading from 2.5 Upgrading from version 2.5 involves the following steps: 1. Pause production printing. 2. Insert the Create! installation CD. 3. The Create! setup installation menu should automatically start. If it does not, double-click on the C .exe file in the root directory of the CD. 4. From the installation menu, click Install Products, then choose Create! . The Create! setup program will be started. 5. When prompted, select Repair Reinstall all program components. 6. Follow the prompts until the installation is complete. 7. Resume production printing. For additional details on configuring and working with Create! , refer to the Create! User Guide. Filename: Create! Upgrade Notes.pdf Page 2 of 7

3 3. Upgrading from 2.3 Upgrading from 2.3 is a three step process: 3.1. Step 1: Install Create! Pause production printing. 2. Insert the Create! installation CD. 3. The Create! setup installation menu should automatically start. If it does not, double-click on the C .exe file in the root directory of the CD. 4. From the installation menu, click Install Products, then choose Create! . The Create! setup program will be started. 5. When prompted, select Repair Reinstall all program components. 6. Follow the prompts until the installation is complete Step 2: Confirm License Key and Windows Identity All Create! settings and license keys will still be valid after the upgrade but it is recommended you confirm these settings are still correct. 1. From the Create! Main menu, select Administration!License Keys 2. Confirm license keys are still present and valid. 3. Click Exit to continue. 4. If you are using a Windows Identity to run the Create! server while the machine is logged off, check the correct user account is still present by selecting Administration!Windows Identity from the Main menu. 5. Click OK to continue Step 3: Configure Create! Transport Protocols (if required) Only do this if you are selecting a different transport protocol. 1. From the Create! Main menu, select Administration!Configure 2. In the transport section, select the protocol you will use for sending s generated by Create! . For further information on choosing a protocol, refer to the Create! User Guide. 3. Click the Configure button and modify the transport protocol settings. If you are using the MAPI transport protocol to work with Microsoft Outlook or Outlook Express, refer to Appendix B in the Create! User Guide. After you have completed these tasks, you can re-start production printing. Filename: Create! Upgrade Notes.pdf Page 3 of 7

4 4. Upgrading from 1.0 Upgrading from 1.0 is a four step process: 4.1. Step 1: Install Create! Pause production printing. 2. Insert the Create! installation CD. 3. The Create! setup installation menu should automatically start. If it does not, double-click on the C .exe file in the root directory of the CD. 4. From the installation menu, click Install Products, then choose Create! . The Create! setup program will be started. 5. When prompted, select Repair Reinstall all program components. 6. Follow the prompts until the installation is complete Step 2: Enter License Key 1. From the Create! Main menu, select Administration!License Keys and click Create. 2. Enter the License Key you have been given and click OK Step 3: Enter a Windows Identity (if required) Create! version runs as a service, enabling the e-forms server to be logged off without affecting production printing. If you require this feature you will need to enter a Windows Identity. 1. From the Create! Main menu, select Administration!Windows Identity Enter a valid user account name, domain and password to run the service. 3. Click OK to continue. For more information about Windows identities, refer to the Create! User Guide Step 4: Configure Create! Transport Protocols (if required) You must do this if you are selecting a different transport protocol. 1. From the Create! Main menu, select Administration!Configure In the transport section, select the protocol you will use for sending s generated by Create! . For further information on choosing a protocol, refer to the Create! User Guide. Filename: Create! Upgrade Notes.pdf Page 4 of 7

5 3. Click the Configure button and modify the transport protocol settings. If you are using the MAPI transport protocol to work with Microsoft Outlook or Outlook Express, refer to Appendix B in the Create! User Guide. After you have completed these tasks, you can re-start production printing. Filename: Create! Upgrade Notes.pdf Page 5 of 7

6 5. Enhancements and Fixes for version The server can now be disabled and enabled manually from the Server menu option. This does not effect any other products utilizing the CfService. The server can also be disabled automatically if critical errors are repeatedly encountered, once again, leaving the CfService running for other applications to continue processing Logging is now confined to just the trace log and the service log, (previously there was an success log, failure log and the service log) Create! now calls on Create!form log viewer to display the log files The Create! GUI has been updated with a number of enhancements to make it easy to use and to accommodate some of the new enhancements and fixes mentioned. Changes should not impact on day to day processing. Enhancements include extra options in the menu, gridlines and iconic representation in the processing window. 2. Fixes 2.1. Outlook and Outlook Express would not work without CfService being logged on as a specific user Apostrophes in addresses would fail The first would fail when due to the connection not being fully initialised When UNC path names were used to define where files are copied when using the %cp copyto: parameter, they would fail Directory structures specified in the %cp copyto: parameter could not be created if they did not already exist configuration settings were not being saved to the registry correctly. 6. Enhancements and Fixes for version A summary table of all %cp parameters has been included in the manual Log file settings can now be viewed and changed without having to stop the service CfService no longer responsible for logging - CfMessage service logs all activity of the CfService and server. 2. Fixes 2.1. The %cp S parameter now correctly handles <<placeholders>> 2.2. Log file creation, management and deletion now works correctly Shared License files are now installed with the Create! install Loading and unloading of third party.dlls has been fixed so that timeout will not occur during processing and will only occur after the specified period of inactivity. This change in cfservice effects products which have a configurable time out setting namely, Create! and Create!form server for JDE One World. Filename: Create! Upgrade Notes.pdf Page 6 of 7

7 2.5. If connection to the SMTP server fails, Create! will fail and will not try to resestablish a connection. This avoids the occurrence of Create! entering an infinite loop waiting for the connection to comeback Extra exception handling has been put in place to help avoid errors returned from VIM, crashing the service. Create! will where possible log the occurrence of the error and attempt to fail the gracefully Create! now looks for files with the file extension.cp template and if not found then looks for files ending in.tpl. If no matching file is found then the job will fail. 7. Enhancements and Fixes for version Create! now supports logon authentication on SMTP servers Create! now supports delivery status notification for SMTP New header parameters. Consult the User Guide for the full list and description of each New SIGNATURE parameter provides the ability to specify a signature in the header or the template file which will be appended to the body text of the Ability to specify a set of one or more delimiters with the DELIMITER parameter, used to break multiple addresses into single addresses. Specifically needed for Lotus Notes support but works for all transports The parser now accepts multi-line text in body The parser supports copying of the spool file (file attached after the header) to a network location using the COPYTO parameter, and inserting a HTML link to the location into the body text. Support includes automatic renaming of the file if the target filename already exists The parser now recognizes a special tag in the body (or signature) text (<<InsertSpool>>). This tag will be replaced by the spool file as text. The spool file will not appear as an attachment In conjunction with Create!form server 2.3, Create! 2.3 now supports security settings on PDF attachments Create! now runs as a service. 2. Fixes 2.1. CC and BCC now work correctly for SMTP Enhancements and Fixes for version MAPI, VIM, and SMTP protocols supported Support for return to sender. Filename: Create! Upgrade Notes.pdf Page 7 of 7