Install and register the latest FCFL and fcToolkit DLLs.
Add new items to your database schema. They are documented in the agent_schema.sch file. These items are:
1 new relation on table_doc_inst: doc_inst2task
1 new relation on table_task: task2doc_inst
New view: fc_case_view
New view: fc_contract_view
New view: fc_gen_alst
New view: fc_site_part_view
New view: fc_bug_view
New view: fc_acct_ind_view
New view: fc_acct_task_view
New view: fc_acct_opp_view
New view: fc_acct_site_view
New view: fc_acct_notes_view
New view: fc_quote_view
New view: fc_wipelm_task
New view: fc_queelm_task
New table: zipcode
Some of the optional schema items previously included in the FCFL schema file are now included as a mandatory item in the Dovetail Agent schema file. If you have not previously added these items to your schema, you must do so now. These items are:
The relation rc_config2wf_ver on table_rc_config
The new tables: table_web_form, table_wf_ver, table_web_rc_config
If you are using Clarify version 8 or above, add the following items to your database schema. They are documented in the agent_schema.sch file.
New view: fc_acct_phone_view
New view: fc_acct_email_view
If you are using Oracle, update the following field:
Add the SEARCHABLE flag to the query_name field in the ce_query_object table. This will allow the Queries name search to be case-insensitive.
Import the following data files into your system with Dataex or ArchiveManager:
agent_basic_data.dat
agent_sales_data.dat
agent_web_forms.dat
agent_config.dat
agent_colors.dat
If you are using a Clarify version below 8.0, import the following dat files:
agent_num_scheme.dat
Recompile the fc_wip_q_counts stored procedure into your database. This stored procedure changed in order to also count Action Items, so it needs to be recompiled to get the correct item counts for the wipbins and queues. See the Add the fc_wip_q_counts Stored Procedure section for details on this step.
Backup your global.asa and fc.env files.
Copy all of the files under the \pages directory to your system to install the updates and new files included with this release.
If you have modified your global.asa file, merge in any of your custom global.asa changes to the new global.asa file.
Copy your backup fc.env file into the pages directory.