Copy all of the files under the new $admin/pages directory to your server.
Copy your backup $admin/pages/fc.env file into the pages directory.
If you had previously modified any baseline pages, merge your changes in with the latest baseline version.
Use dataex.exe or diet.exe to import privclass_import.dat from the files directory. It contains the web privclass information that you need for Dovetail Admin.
Edit the admin_password_reset_config.dat located in the files directory. It contains the configuration settings for the User Password Reset functionality. When the file has been updated, use dataex.exe or diet.exe to import it.
Merge in any of your customizations with the new baseline pages. Important note: If you have customized Dovetail Admin or you are planning to customize it in the future, and will be using Microsoft Internet Explorer version higher than 8, you must consider the guidelines explained in Internet Explorer Compatibility Considerations section of Dovetail Agent documentation.
Version 3.6
Enhancements:
Redesigned the way how custom events and custom event creation times are handled on Business Rule page by getting away with customizing of the \pages\biz_rule\inc_lists.asp module:
Added dynamic handling of custom events for business rules.
Added dynamic handling of custom event creation times for business rule actions.
Auto-Destination rules management: Rule Expressions can use OTM relations with conditions.
Bug Fixes:
Manage Queries page - eliminated duplicate view names from the grid of Available Objects.
Auto-Destination rules management:
fixed the object type for bug object (Change Request).
added handling of empty rules and multiple Change Request rules.
fixed delete rule action.
Upgrading to Version 3.6
Install Dovetail SDK version 3.4.0 or higher.
If you have customized the \pages\biz_rule\inc_lists.asp module to include any custom events and/or custom event creation times for business rules and their actions, follow this guide to move these custom items to custom_event_creation_times.dat and custom_events.dat files.
Import the custom_event_creation_times.dat and custom_events.dat files.
Merge in any of your customizations with the new baseline pages. Important note: If you have customized Dovetail Admin or you are planning to customize it in the future, and will be using Microsoft Internet Explorer version higher than 8, you must consider the guidelines explained in Internet Explorer Compatibility Considerations section of Dovetail Agent documentation.
Version 3.5
Enhancements:
Added handling of privclass.trans_mask filelds larger than 255 characters, effectively enabling *unlimited* number of transitions.
Auto-Destination rules management: property path field is editable now to allow adding of conditions.
Business rules now support a new action message type of "Carrier Message". This is primarily used as part of the Dovetail Task Manager module, which is a replacement for Clarify Task Manager. For more information on Dovetail Task Manager, refer to the Dovetail Agent documentation.
Bug Fixes:
Auto-Destination rules management:
Fixed a bug related to incorrect expression operators shown for certain column types.
Fixed property path problem when a condition is present.
Added handling of session expiration situation.
Upgrading to Version 3.5
Install Dovetail SDK version 3.4.0 or higher.
Merge in any of your customizations with the new baseline pages. Important note: If you have customized Dovetail Admin or you are planning to customize it in the future, and will be using Microsoft Internet Explorer version higher than 8, you must consider the guidelines explained in Internet Explorer Compatibility Considerations section of Dovetail Agent documentation.
Version 3.4
Enhancements:
Business Rule Property path can start with focus_obj2... and also contain SQL constraints.
Bug Fixes:
Removed the maxlength property on the Password field on the Login page.
Fixed a bug with restriction table check.
Upgrading to Version 3.4
Install Dovetail SDK version 3.3.7 or higher. Important note: In the web.config file, the specific version of the SDK assemblies is specified. Dovetail SDK 3.3.7 shipped as version 3.3.7.#, and is the default. These assembly bindings will need to be updated if a later version of the SDK is installed.
Merge in any of your customizations with the new baseline pages. Important note: If you have customized Dovetail Admin or you are planning to customize it in the future, and will be using Microsoft Internet Explorer version higher than 8, you must consider the guidelines explained in Internet Explorer Compatibility Considerations section of Dovetail Agent documentation.
Version 3.3
Enhancements:
When creating new users (employees), there is now a configuration option that controls if the user is added as a database user. The default behavior is to add the user to the database, but when Windows Authentication is being used, adding a database user is not necessary. This option can be set in the Configuration Items page, and can be initially set by editing and importing the configuration item named "Use_Database_Logins". It is defined in the admin_config.dat file.
Password validation rules were updated.
If the table_user.x_windows_login_name column exists, then the Create/Edit employee page will show a Windows Login Name field. This is used in conjunction with Dovetail Agent implementations that use Windows Authentication.
When a user (employee) is updated, the modify timestamp for the employee is now updated as well.
Bug Fixes:
When users are added or removed as members of a Workgroup, the queues for the workgroup are now getting updated for the user correctly. This also applies when changing a user's Workgroup assignment from the Users/Employees edit page.
Removed the extra link for the Privilege Class Usage Report.
Fixed the saving of rules in Auto-Destination Rules. The selected Object Type is now set correctly for the path editor.
Fixed selection of the resource config for a Workgroup.
Upgrading to Version 3.3
Install Dovetail SDK version 3.3.6 or higher. Important note: In the web.config file, the specific version of the SDK assemblies is specified. Dovetail SDK 3.3.6 shipped as version 3.3.6.34, and is the default. These assembly bindings will need to be updated if a later version of the SDK is installed.
Edit and Import the admin_config.dat file.
Merge in any of your customizations with the new baseline pages. Important note: If you have customized Dovetail Admin or you are planning to customize it in the future, and will be using Microsoft Internet Explorer version higher than 8, you must consider the guidelines explained in Internet Explorer Compatibility Considerations section of Dovetail Agent documentation.
Version 3.2
Enhancements:
When creating new users (employees), there is now an option to set the user's password for them, or send then an email telling them that their account has been created. This email will contain a link to where they can set their own password. For more information, see User Passwords.
When updating users (employees), there is now an option to send the user an email with instructions on how to reset their own password, as opposed to an administrator setting it for them. For more information, see User Passwords.
Added ability to enforce Password Validation Rules. For more information, see User Passwords.
Auto-Destination will now load rules for both "Bug" and "Change Request" objects.
Added ability to define query paths that end with a relation so that '[does not] exist' type of searches are possible. If the relation is not set, then the related object will not be found.
Added Privilege Class option to allow CR records to be modified by users who do not own the CR.
Bug Fixes:
For the Admin Reports being run in Oracle, the average number of sessions was causing an overflow error. The average number of sessions is now rounded off to two decimal places.
When Part Revisions are being added or updated, then update the x_modify_stmp field if it exists on the mod_level table.
Upgrading to Version 3.2
Edit and import the admin_password_reset_config.dat file.
Import the admin_new_user_account.dat file.
Import the admin_password_reset.dat file.
To install the updates and the new files included with this release, copy all of the files under the \pages directory to the system.
Merge in any of your customizations with the new baseline pages. Important note: if you have customized Dovetail Admin or you are planning to customize it in the future, and will be using Microsoft Internet Explorer version higher than 8, you must consider the guidelines explained in Internet Explorer Compatibility Considerations section of Dovetail Agent documentation.
Version 3.1
Enhancements:
Added support for Microsoft Internet Explorer 10 and 11.
The Multi-level Drop-down List editor now handles special characters.
Queries - Added a feature to designate a workflow object for query objects.
Bug Fixes:
Queries - Fixed an issue with conflicting INNER and OUTER joins on the same property path.
Flashes Anywhere - Fixed an issue where a flash table would be deleted or renamed even if any flashes for it exist.
Status Codes, Application Lists - Fixed a bug which prevented new elements to be added.
Upgrading to Version 3.1
Install the latest version of the Dovetail SDK.
Note: As of this release Dovetail Admin now requires the web application use a .Net 4.0 Application Pool with an "Integrated" Managed Pipeline.
To install the updates and the new files included with this release, copy all of the files under the \pages directory to the system.
Merge in any of your customizations with the new baseline pages. Important note: if you have customized Dovetail Admin or you are planning to customize it in the future, and will be using Microsoft Internet Explorer version higher than 8, you must consider the guidelines explained in Internet Explorer Compatibility Considerations section of Dovetail Agent documentation.
Added Workgroups to manage details for groups of employees
Dovetail Admin is now a hybrid ASP classic and ASP.Net application. This change allows us to provide new functionality in cases where ASP Classic is limited.
User Defined List elements can now be sorted and an element can be moved to the top of the list with one button click.
Bug Fixes:
Cloning a User Defined List element with many descendant elements performs much better.
Upgrading to Version 3.0
Install the latest version of the Dovetail SDK.
Note: As of this release Dovetail Admin now requires the web application use a .Net 4.0 Application Pool with an "Integrated" Managed Pipeline.
To install the updates and the new files included with this release, copy all of the files under the \pages directory to the system.
Merge in any of your customizations with the new baseline pages.
Version 2.11
Enhancements:
Added extensive server-side privilege verification throughout Dovetail Admin to ensure pages can only be processed by authorized users.
Added a Privilege Class Summary, which will display a grid view of all privilege classes, and the enabled privileges for each privilege class. It will also show the allowable Logistics and Quality Transitions for each privilege class. This data can also be exported to Microsoft Excel.
Added new Auto-Destination privilege class to control access to Auto-Destination Rules. Use dataex.exe or diet.exe to import privclass_import.dat from the files directory to add the new privilege class.
Bug Fixes:
Saving a new Privclass was causing an error to be reported: "Error saving Prov Class (20051) The supplied value 'undefined' is not a valid integer". The error was found and fixed in web_privclass2.asp.
Added other object types to Auto-Destination Rule editor, and fixed a few small errors:
added quotes around literal values used in conditions
fixed user/queue selection grid to show more than 20 rows for selection
fixed the path editor where it was not passing the correct table name (Solution, Part Request Detail, etc.)
Upgrading to Version 2.11
Install the latest version of the Dovetail SDK.
Use dataex.exe or diet.exe to import privclass_import.dat from the files directory. It contains the web privclass information that you need for Dovetail Admin.
To install the updates and the new files included with this release, copy all of the files under the \pages directory to the system.
Merge in any of your customizations with the new baseline pages.
Version 2.10
Enhancements:
Added Auto-destination rules editor/tester.
Login - Added better error handling when the user name or password is incorrect. An informative message displays as the login page is reloaded.
Added Privilege Class User management to update the online and offline Privilege Classes for users.
Added ability to copy an existing Privilege Class to a new Privilege Class with its web commands set the same.
Changed styles for queue grids to match the grids used everywhere else.
Changed style on path editor field and relation tables when viewed from the Rule Properties page.
When changing User Passwords in Oracle, added enforcement of the rule that Passwords must start with a letter.
Improved the performance of viewing Queue activity logs (added in Dovetail Admin 2.9) by adding a new index to the act_entry table. This allows the activity entries for each queue to be easily retrieved from the table.
Bug Fixes:
Fixed error detection and handling for countries that are missing states or timezones. This error occurs after adding a new country and refreshing the cache, then trying to add timezones, zipcodes, or states.
Business Rule Conditions that use the IS IN operator now get the list operand wrapped in parentheses.
Added validation and error handling for login attempts, and provide a better error message for failed attempts.
Fixed the Play List feature in User Defined Lists so the overlay does not mask the drop-down controls.
Added filters when querying for part numbers and currency so that database records with objid = -2 are not shown.
Upgrading to Version 2.10
Install the latest version of the Dovetail SDK.
Add the following item to your database schema. The new item is documented in the schema files, found in the \schema directory.
New Index: focus_index on act_entry table (21)
To install the updates and the new files included with this release, copy all of the files under the \pages directory to the system.
Merge in any of your customizations with the new baseline pages.
Version 2.9
Terminology Changes:
fcQuery has been renamed to 'Queries'. However, 'fcQuery Objects' remains in use as a name of the privilege allowing to use the Queries.
New Features:
Managing Queues: Activity Entry records are now created anytime that queues are added, modified, or deleted. Also, Member and Supervisor changes are tracked as activity. There are 7 new activity codes that need to be imported to track the Queue Management activity. Import the admin_config.dat file found under the files folder in the Dovetail Admin installation folder.
Managing Activity Codes: The Activity Codes that are associated with activity entries can now be maintained in Dovetail Admin. Custom Activity Codes can be added, modified, and removed. For baseline Activity Codes, the title can be changed, and the code can be made Active or Inactive.
Queries Management: allows to find a Queries object by name.
Bug Fixes:
Added check on the Part pages that prevents an error where the "abc_code" and "turn_ratio" fields on the "part_stats" table are used when those fields are not present in the database schema.
A new Privilege Class did not have the correct transition mask settings applied. Now the two fields on the privclass record are properly initialized.
Queries objects will not allow FULL OUTER JOINs for Oracle database version 8.x because they are not natively supported in Oracle v.8.x.
Version 2.8
New Features:
Managing Queues has again been made easier by allowing employees to be filtered for selection by first name, last name, and work group - in addition to login name.
Bug Fixes:
Playing user lists could get an error if the element name had special characters, such as "&". Also corrected to only show active and default elements sorted by rank.
Version 2.7
New Features:
Managing Queues has been made easier by allowing multiple selection of employees when adding to (or removing from) the member/supervisor lists.
Bug Fixes:
Very large user lists could get an error when trying to drill down into lower levels. To allow for this, the level processing was changed from GET to POST, which allows for larger data sets to be passed to the server.
Version 2.6
New Features:
User Defined Lists has been upgraded, simplifying the maintenance process and adding the ability to manage extremely large lists.
Managing Queues has been made easier by adding employee first and last names to the membership lists.
Version 2.5
New Features:
Users can now create new privilege classes. See the Add a Privilege Class section for more information.
Users can modify existing privilege class details, such as the Privilege Class Name, Member Type, Description, Password Duration, and Password Expiration Warning.
The styles and usability of the navigation menu has been improved.
The privilege for managing contacts/web users has been renamed from "Contacts" to "Web Users."
Bug Fixes:
The op1_type and op2_type values in table_rule_cond were not being set properly when adding a new condition to a business rule. This has been resolved.
Version 2.3
Dovetail Admin has been enhanced with a number of new useful pages. You may now perform the following actions in Dovetail Admin:
In addition, Dovetail Admin has the following enhancements:
The styles of the user interface have been modified
Dovetail Admin is now privilege class enabled. This means that in order for users to use the features of Dovetail Admin, they must have been granted the privileges to do so. Each feature of Dovetail Admin has a privilege. These privileges can be setup using the Privilege Classes form. Note: The user "sa" is automatically granted full access to Dovetail Admin.
This version of Dovetail Admin ships with a SchemaScript file, allowing database schema changes to be performed using the Dovetail SchemaEditor.
Version 2.2
Dovetail Admin now allows maintenance of flash tables for use with the Flashes Anywhere Dovetail Agent product implementation. For more information, go to the Flash Tables section.
Version 2.1
Version 2.1 of Dovetail Admin adds the following enhancements:
Dovetail SDK Dovetail Admin now supports the use of the Dovetail SDK for Clarify, as well as FCFL.NET and FCFL for the underlying platform. Use of the Dovetail SDK is highly recommended, because it is the most scalable and highest performing infrastructure.
Queries object enhancements Managing Queries objects has three new major enhancements. At the Queries object level, there is now a way to designate a function to be used to open a record from that database object when viewed in the query output results grid. For the columns, output of each column can be passed through an output function to change how the data appears in the query output results grid.
Any Queries object can also have an id field declared, which allows views to be opened from the query output results grid. These new enhancements require schema changes that are provided with Dovetail Agent version 3.7.
Version 2.0
Version 2.0 of Dovetail Admin is a major new release of the product that contains many new enhancements and features, as well as some bug fixes. Additionally, this release is the first release of Dovetail Admin that is shipped as a standalone product. Previously this product was included as part of FCFL. As of this version, the Dovetail Admin product can be run on top of either FCFL or FCFL.NET (in compatibility mode).
IMPORTANT: A new mandatory view field has been added to the schema. Existing Dovetail Admin users MUST add this new view field to their schema. The field is table_trans_view.description, and is described in the FCFL or FCFL.NET schema files.
Dovetail Admin has been enhanced with a number of new useful pages. You may now perform the following actions in Dovetail Admin:
The Resource Configuration page also has been augmented so that it now allows users to add, replace, or delete resource configurations.
The Queues page has been significantly rewritten to provide functionality a little more similar to that found in base Clarify. Please see the Queues section for more details.
The web command Dovetail Admin page has been enhanced to support fcSales-based web commands.
