VERSION 8.0 RELEASE NOTES

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1 VERSION 8.0 RELEASE NOTES ColdFusion Version (required) Intranet Connections Version 8.0 requires the following ColdFusion versions in order to run the new Active Directory Synchronization component. ColdFusion 8.0 ColdFusion (patch to CFMX 7) ColdFusion MX 6.1 To check your ColdFusion version: The ColdFusion Administrator will load. Click on System Information to view the version number. If you are running CFMX 7 and require the updater, you can download it with the following link: win.exe Upgrading Multiple Installations (including Test Sites) Warning! This upgrade script has a file deletion process. If you are running multiple installations of Intranet Connections, or you have a test site on the same server as your production site, ensure the drive path within each site is correct. The upgrade script will use the drive path you have entered for each site for the file deletion process.

2 Open Source Files & Site Design Intranet Connections 8.0 includes enhancements to our Theme Builder tool, allowing for stylesheet control via an interactive point-and-click design interface. The new Themes area is a powerful feature to facilitate more advanced features in your site designs. The stylesheet structure has changed and therefore most files for this upgrade have been affected. If you have made custom changes to 7.5 stylesheets.cfm templates or other open source files (including index.cfm), please take the time now to backup the open source files you customized as they will be overwritten with this upgrade. The stylesheet templates for version 8.0 are no longer open source. We hope that the new Theme Builder tool provides the stylesheet changes you manually applied. Should you need to manually revise styles on the site (outside of the Themes interface) please contact us and we will direct you to where this can be achieved. As with all of the Intranet Connections releases, we have made every effort to ensure backward compatibility to your site, and that no changes are reflected after upgrade, until you enable the new features. If you find that your site design has been altered in any way after running the version 8.0 upgrade, please contact us for assistance. This upgrade has gone through a beta testing phase and no reports were made regarding impact to design or theme structure. Make a Backup! Always make a backup copy of your version 7.5 site prior to running the version 8.0 upgrade (including database) Upgrade Features The Intranet Connections version 8.0 release is an exciting one! The primary goals of this release was to bring you enhanced design options in an easy-to-use interface. Many of you have had the software for years and may be thinking of a site re-design and the new themes area will help to facilitate a new look and feel for your sites. We have added a new Company Store application with built-in inventory and shopping cart capabilities. A new admin site has been created to provide better navigation and to highlight the power and options available to you through the admin site. There are many other enhancements for 8.0, but we have left the best for last. Version 8.0 includes an Active Directory integration component that will provide real-time synchronization of AD data with your User Profiles and Group Profiles. The AD component is optional, but should you choose to enable it the process is very straightforward and simple to implement. The prospect of eliminating the maintenance on duplicate user lists was a top priority for us on this release and we are very proud of the end result. The following pages will feature in detail the changes and enhancements that Intranet Connections Version 8.0 brings to you and your intranet sites. We encourage you to read through the details prior to upgrading to version 8.0.

3 8.0 RELEASE FEATURES Administration Site This release features a new administration site comprised of five main tabs Site Settings Site Design Site Security Applications Tutorials For each screen, navigation boxes will appear with additional options available regarding the area that you are in. Throughout the new admin site, you may find specific words that are linked to help files, expanding on the details for that feature. There are many new features contained within the new admin site: Active Directory Sync (Site Security tab) Enable Content Pagination (Applications tab) Enable 2-column Category View (Applications) Global Sort/Display on User Drop Down Fields (Site Security) Report a Bug Form (available from various admin screens) New Theme Builder (Site Design tab) Apply View Security on External Menu Items & HTML Pages (Site Design) Permissions Reporting (Site Security) Import User Lists (Site Security) Enable/Disable Workflow on Content Approval (Applications) MFU: FireFox compatibility & option to enforce versioning on MFU files (Documents App)

4 Tutorials is a new admin area that features admin related tutorials as well as application tutorials. If you have time, you may want to review some of the admin tutorials. If you are interested in enabling the AD synchronization component, please be sure to read the AD We go into more detail regarding the new admin site features and enhancements further down in these release notes. Active Directory Integration Active Directory (AD) data synchronization (sync) can be enabled to facilitate user and group management. When enabled, the process will seamlessly replicate AD user and group data onto your site. This utility is designed to reduce the administration time associated with maintaining separate employee data and will create and maintain user and group profiles from Active Directory. You may also choose to synchronize user data within the Employee Directory and In/Out Board applications. Any fields you designate to sync with AD data will appear as read-only for both User Profiles and the Employee Directory and In/Out Board applications. That data cannot be changed from the intranet site. It is updated from Active Directory only. For example: if Barbara Smith gets married and becomes Barbara Osgood, Barbara is updated in Active Directory to reflect the new last name and new username. That change will be reflected automatically within Barbara s user profile within Intranet Connections, and any of her Employee Directory or In/OutBoard records. If she is removed from AD, she is automatically removed from the intranet site as well. Once Active Directory sync is enabled, there is no maintenance or management required via the intranet. The process runs behind the scenes and is seamless to your users. AD sync may be enabled or disabled at any time. You may also create external user profiles or group profiles outside if the AD sync.

5 Enabling Active Directory Synchronization Group Profiles may also be synced with AD. If you have an AD group called Systems it will be replicated on your intranet site and created as a group profile. If John Smith belongs to the AD Systems group, he will also belong to the Systems group profile on your site. This helps to facilitate managing group memberships however it should be noted that just the AD groups and their memberships are synced. Security and permissions are still proprietary to the software and are assigned through the Admin Site as before.

6 New Theme Builder Enhanced design options and more stylesheet control were a popular request among our client base. The new themes interface within version 8.0 brings you a dynamic and interactive area to build new designs or update existing ones. A few of the new design options included with the new Theme Builder: Apply color gradients Apply background colors to content tables Select border colors on tables Style fonts Select highlight, info and error font colors Set menu boxes to be transparent Individually style menu boxes Control menu box spacing and padding Control menu item spacing and padding Build different menu designs and graphical interfaces and apply them to themes A tutorial is available under the Tutorials tab. The themes tutorial will provide an overview of how the Theme Builder works but we recommend that you play with the utility to see the type of results that can utilized. The Theme Builder will dynamically preview the changes within the preview pane. You can then choose to save over an existing theme, save as a new theme and/or apply the changes to your site.

7 Several professionally designed themes have been pre-loaded to showcase some of the design concepts that can be achieved. These may be used for your site or deleted.

8 Company Store Application This new application to Intranet Connections features a shopping cart and inventory function to generate a company store for your organization. Highlight items on sale, create a product tour, and customize the store by creating custom information boxes and RSS feeds. Company Store acts as your organization s catalogue and ordering process, allowing users to shop for items and keep an active shopping cart within the application. Inventory levels are automatically adjusted as users shop and check-out their carts. An audit history is provided on all transactions. Automatic notifications are generated for cart managers.

9 By default, the Company Store application is disabled when you upgrade to 8.0. To enable this application for your site:

10 Administration Site New Features & Enhancements Pagination (Applications tab) Enable pagination on application content Handy if you have large volumes of data 2-column Category Display (Applications tab) Option to display your categories within 2 columns instead of the default one column Handy if you have a lot of categories listed and users are having to scroll User Profile Managers (Site Security User Profiles Box Assign Elevated Rights) Ability to restrict User Profile Managers to Group Only status If set to group only, UP Managers can only manage the user profiles within the groups they themselves belong to User Profile Find/Search (Site Security User Profiles Box) New search capabilities for User Profiles Find users belonging to specific Supervisors Find users from AD sync Find external-only users CSV Import User List Utility (Site Security User Profiles Box) For those that do not wish to enable Active Directory Integration (which imports users as part of the process) this utility will import users from a CSV (comma separated value file) into User Profiles and Employee Directory. You can run the import as many times as you wish and no duplicate records will be created. This utility is used primarily when first setting up your site Global Sort/Display on User Profiles (Site Security User Profiles Box) Throughout the site there are numerous form drop down fields to select users from User Profiles. This setting allows you to set a global sort and display on all drop down lists for users. The default when you upgrade will be: Sort by firstname Display by firstname lastname Persistent Login (Site Security Site Login Session Management) By default users may close out of their user session by closing the browser. Persistent Login may be enabled to allow users to remain logged into the site even when the browser is closed.

11 Disable/Enable Workflow on Content Approval (Applications Manage Categories) Currently workflow is automatically enabled for content approval. We have added the option to disable this feature. When workflow is disabled, all content approval managers will receive notification of pending items and any one of the approval managers may approve/decline the content Home Page (Site Design Home Page Options) Set the size of the home page left and right column widths Set custom information and message boxes to be transparent (shows the background color or image within the box) Application New Features & Enhancements Department Pages New Themes interface inserted into Department Pages properties screen Enable/Disable the ability of Department Admins to advertise the New Member box onto the site home page (flagged when assigning department admins) Ability to secure navigation that is linked to a web site or an HTML page (department page - edit navigation item assign user/groups)

12 Training Registration Added a print calendar feature. You can disable this option via the admin site applications select Training select Manage Fields from the right navigation box uncheck the display box for print calendar field The send reminder feature has the subject line client-driven, allowing for sending bulk s to all registrants of any subject, not just a reminder of the course dates Set the default view of the calendar to Monthly, Weekly or Daily Set default start and end time for session dates Allow all users to view registrants. Currently only course contacts and course managers may view course registrants. You may allow all users to view who has registered for a course. Option appears as a checkbox on the publishing forms. To disable this option, turn off the display via the Training Manage Fields Events Calendar Ability to advertise recurring items to What s New. When enabled, recurring items will automatically advertise onto the home page What s New listing on the recurring date Employee Directory View employees by Department or Alphabetically Employee Directory / Anniversary Box When employees are first hired, the anniversary calendar and home page box will display [new hire] instead of [0 years] In/Out Board New icon package applied for the In/Out Board application. These new icons are transparent gifs and are for the use of a content background color through the new themes utility. If you do not wish to use the new icon package, you may revert to the icons by bringing over the contents of your InOutBoard\files folder from your version7.5 backup. If you require assistance, please contact support@intranetconnections.com

13 Employee Directory / In Out Board Users who share records within these two applications will be able to view IOB status through the Employee Directory. If the Employee Directory record has a picture uploaded of the employee, it will appear in the IOB record for that user. The picture will link back to the Employee Directory. This feature may be disabled via the admin site applications tab employee directory manage fields In/Out Board Status (uncheck display) Form Builder Option for anonymous form submissions Support Desk Report the duration between ticket submission and ticket assignments, and from ticket submission to ticket closure Alert technicians via if they are assigned to a form or removed from a form Option to restrict technicians from deleting tickets Job Postings Ability to set a posting date for publication in the future Posting date and closing date populated into short description for What s New advertising Administrators and application owners will see all items listed for future publication Publishers will see just their items listed for future publication Export to Excel option Contacts Export to Excel Moved Business Phone and Business Fax to appear on table view in the order they appear on publishing forms Added new field for Summary that appears on table view beside Company and Picture. Summary field is optional and can be disabled from the table view

14 Add to Outlook The add to outlook feature has been modified to provide a link within the invite. Clicking on the link will bring the user to the details of the calendar item. In previous versions, the description of the event was displayed within the body of the . This has been removed due to complaints regarding Outlook s inability to strip HTML tags from the description text when Outlook is set for text format and not HTML format. We hope that you will enjoy the new features and added functionality that Intranet Connections Version 8.0 provides. Should you have any questions or concerns regarding your upgrade, please do not hesitate to contact support@intranetconnections.com. SQBox Solutions Ltd. Intranet Connections Version Support: support@intranetconnections.com Phone: