Maximizer Exchange 8

• Column Setup Settings Not Synchronizing Properly When a MaxExchange Remote selected certain column setups and then synchronized with the central (Microsoft SQL) Address Book, Maximizer Enterprise workstations opening the central (Microsoft SQL) Address Book may experience the following:
  • Some Maximizer windows may not have opened
  • Some User drop-down lists may have appeared incomplete



• Opportunities Not Synchronizing Properly Under certain circumstances, when a MaxExchange Remote added a new opportunity and modified the selected team, the opportunity may not have synchronized properly to the central (Microsoft SQL) Address Book.

Key Value Generation Issue
• An issue may result regarding key value generation when creating new distribution sites and teams from MaxExchange Site Manager. These entries may not be saved to the SQL database. In addition, some types of entries such as OrderDesk, macros, column setups, and strategies may not be synchronized properly from a Pervasive.SQL database to a SQL database.

• Maximizer Enterprise 8 Service Release 3 - Series 1444
• MaxExchange 8 Service Release 3 - Series 1444
• Maximizer Enterprise 8 Service Release 4 - Series 1512

1. When using the Email transport method, the HDR filenames that are created from incoming emails would always start from 0 or 1 (e.g., EDI00000.HDR or EDI00001.HDR), regardless of the real packet number.

2. On the MaxExchange Server, packet generation would start processing as normal, but once it reached "Moving Transaction Records" or "Moving Refresh Library Records" or "Moving Refresh Resource Records", an application error, Access Violation in SPDM.EXE would occur.

3. Under some circumstances, updating Address Book entries for opportunities would cause MaxExchange Server to terminate unexpectedly while processing packets.

4. Under some circumstances, after processing incoming packets for a SQL database, some Address Book entries would not show up.

Maximizer issues resolved by this service release

1. Custom reports and Maximizer reports created in Maximizer Crystal Reports Embedded Designer and Viewer could not be generated properly in Maximizer for an Address Book other than the Address Book in which the report was created.

2. Values of the Category, Do Not Solicit By, Email address, and Website fields could not be modified.

3. Performance degradation in the User-Defined Field tab and following window occurred when user-defined fields containing a large number of items existed for an Address Book entry.

4. A General Protection Fault error occurred when corrupt user-defined field records were present in the Address Book. The problem was a result of the user-defined fields' Type_ID being the same as the Code_ID.

5. Specific non-English characters were not displayed correctly in the Calendar and My Work Day windows.

6. When using modified interface settings to display accented characters, errors occurred when using popup calendar windows.

7. When attempting to view a custom report using objects stored in the Crystal Repository with the Crystal Reports Embedded Designer and Viewer, users received a message informing them the functionality was not supported by Maximizer.

8. Searches using wildcard masks at the beginning and end of the search string (e.g., *abc*) failed to return the correct search results.

9. Reports and labels would not print proper non-English characters when characters were not translated in the DSN.

10. Some email messages between Microsoft Exchange Server user accounts were not delivered due to a display name-formatting problem.

11. If the Customer Service window had not been opened, Maximizer would terminate unexpectedly when adding a case from the Address Book window.

12. When a Close Date was entered for an opportunity in the Opportunity following window, the Projected Close Date was updated with the value, rather than the Close Date.

13. When printing a Case Detailed Report, the currency symbol appeared incorrectly as a dollar sign regardless of the computer's regional settings.

14. In the Maximizer Word Processor with a multiple-page document open in the print preview window, the editor would shut down when the Page Down key was pressed.

15. OrderDesk orders were incorrectly grouped under the wrong Address Book entry in a Sales Report by Customer. This issue applies to Pervasive only.

Portal issues resolved by this service release

1. When a user account was enabled for Portal login and disabled for Maximizer login, the user was unable to open Reporter from Employee Portal.

2. Logins would fail for Customer and Partner Portal installations using firewall products with address translation enabled.

3. In Employee Portal, attempting to save an entry without values for mandatory user-defined fields removed the Save button from the dialog box.

4. The Main and Back buttons were missing from the Opportunities search result screen in Employee Portal for Wireless PDAs.

Reinstalling Service Release 4A Patch

If you have to reinstall the Maximizer Enterprise 8 Service Release 4A Patch, you must first fully uninstall the patch before it can be applied again. Use the Add/Remove Programs option in the Windows Control Panel to uninstall the patch.

Notes:

• MaxExchange Synchronization Server Updates: This patch updates MaxExchange Synchronization Server Service Release 3 to MaxExchange Synchronization Server 8 Service Release 4A.

• This Service Release is combined with Maximizer Enterprise 8 Service Release 4A. If you have already applied Maximizer Enterprise 8 Service Release 4A this service release is not necessary.

• This Service Release is a combination of MaxExchange Synchronization Server 8 Service Release 4 and Maximizer Enterprise 8 Hot Fix 3. If you have already applied MaxExchange Synchronization Server 8 Service Release 4 and Maximizer Enterprise 8 Hot Fix 3, this service release is not necessary but can be applied.

• When using the Email transport method, the HDR filenames that are created from incoming emails would always start from 0 or 1 (e.g., EDI00000.HDR or EDI00001.HDR), regardless of the real packet number.

• On the MaxExchange Server, packet generation would start processing as normal, but once it reached "Moving Transaction Records" or "Moving Refresh Library Records" or "Moving Refresh Resource Records", an application error, Access Violation in SPDM.EXE would occur.

• Under some circumstances, updating Address Book entries for opportunities would cause MaxExchange Server to terminate unexpectedly while processing packets.

• Under some circumstances, after processing incoming packets for a SQL database, some Address Book entries would not show up.

This patch also includes the following fixes to Maximizer Enterprise 8
Service Release 3:

• Values of the Category, Do Not Solicit By, Email address, and Website fields could not be modified.

• Performance degradation in the User-Defined Field tab and following window occurred when user-defined fields containing a large number of items existed for an Address Book entry.

• A General Protection Fault error occurred when corrupt user-defined field records were present in the Address Book. The problem was a result of the user-defined fields' Type_ID being the same as the Code_ID.

• Specific non-English characters were not displayed correctly in the Calendar and My Work Day windows.

• When using modified interface settings to display accented characters, errors occurred when using popup calendar windows.

• When attempting to view a custom report using objects stored in the Crystal Repository with the Crystal Reports Embedded Designer and Viewer, users received a message informing them the functionality was not supported by Maximizer.

• Searches using wildcard masks at the beginning and end of the search string (e.g., *abc*) failed to return the correct search results.

• Reports and labels would not print proper non-English characters when characters were not translated in the DSN.

• Some email messages between Microsoft Exchange Server user accounts were not delivered due to a display name formatting problem.

• If the Customer Service window had not been opened, Maximizer would terminate unexpectedly when adding a case from the Address Book window.

• When a Close Date was entered for an opportunity in the Opportunity following window, the Projected Close Date was updated with the value, rather than the Close Date.

• When printing a Case Detailed Report, the currency symbol appeared incorrectly as a dollar sign regardless of the computer's regional settings.

• In the Maximizer Word Processor with a multiple-page document open in the print preview window, the editor would shut down when the Page Down key was pressed.

• OrderDesk orders were incorrectly grouped under the wrong Address Book entry in a Sales Report by Customer. This issue applies to Pervasive only.

In addition to the issues listed previously, this patch includes the following fixes to the eCRM SQL version of Maximizer Enterprise 8 Service Release 3:

• When a user account was enabled for Portal login and disabled for Maximizer login, the user was unable to open Reporter from Employee Portal.

• Logins would fail for Customer and Partner Portal installations using firewall products with address translation enabled.

• In Employee Portal, attempting to save an entry without values for mandatory user-defined fields removed the Save button from the dialog box.

• The Main and Back buttons were missing from the Opportunities search result screen in Employee Portal for Wireless PDAs.

Notes:

• Maximizer Enterprise 8 Service Release 3 - Series 1444 must be installed BEFORE installing this patch. Do not uninstall Service Release 3 before installing the patch.

• Install the patch on the Maximizer Enterprise Server first, and then on all Maximizer Enterprise workstations. Also install the patch on all MaxExchange Synchronization Servers and MaxExchange Remote Synchronization Servers (if applicable).

• Reinstalling the Service Release 4 Patch: If you have to reinstall the Maximizer Enterprise 8 Service Release 4 Patch, you must uninstall the patch before it can be applied again. Use the Add/Remove Programs option in the Windows Control Panel to uninstall the patch.

• MaxExchange Synchronization Server Updates: This patch updates MaxExchange Synchronization Server Service Release 3 to MaxExchange Synchronization Server Service Release 4.

• Running the Service Release 4 in Mixed Modes: Maximizer Enterprise 8 Service Release 4 has no database changes and can be used safely in a mixed mode of servers and workstations, as well as MaxExchange Synchronization remote servers and remote workstations, running a combination of the Maximizer Enterprise 8 Service Release 3 or 2 and Maximizer Enterprise 8
  Service Release 4.

• Remote Terminates Unexpectedly When TIME Command is Mishandled by Firewall: If a MaxExchange Server was behind a firewall and the firewall didn't support the TIME synchronization command, then when the Remote would process its first received refresh it would terminate unexpectedly, regardless of whether the Remote was synchronizing its clock with the server or not.

• C++ Runtime Error in MaxExchange Server: When running MaxExchange Server as a service, a C++ runtime error may have occurred while processing packets.

This patch also includes the following fixes to Maximizer Enterprise 8 Service
Release 2:

• Search by All Fields Returns No Records When the Last Modified Date Range is One Day: Search by All Fields would return no records if the search used Last Modified Date as a search criterion and the date range was less than one day.

• Opportunities Window Scrolls Slowly When the Column Setup Contains Many UDFs: If the column setup being used in the Opportunities window contained multiple user-defined fields, the window would scroll very slowly. Scrolling performance has been improved.

• Problem Updating a Customer Service Case User-Defined Field Value using the SetCustomerServiceFieldValue OLE Function: Updating or inserting a user-defined field value for a customer service case by using the SetCustomerServiceFieldValue OLE function would not correctly update the value in Maximizer.

• Memory Issue: Performing multiple searches that returned large numbers of records would sometimes cause the computer to run out of memory.

• Problems Updating Some User-Defined Field Values: Under rare circumstances, changing a value of a user-defined field would sometimes cause other values in the user-defined field to be cleared.

• EMAILUSER Not Included in the Creator Drop-Down List: EMAILUSER was not listed in the Creator drop-down list in the Search by Notes dialog box or Custom Notes Filter Criteria dialog box.

• Maximizer/Outlook Calendar Synchronization Not Working with Some Outlook Profiles that Contain Corrupted Appointments.

• Incorrect Information in Appointment Notification Emails:

  • After modifying an appointment to be a personal appointment, the appointment details in the notification email would show the appointment to be with an Address Book entry instead of as a personal appointment.

  • Appointment notification emails would show resources as added or removed even though no change took place.

  • Appointment notification emails would always include the message, "The following attendees do not have email addresses and have not received this notification", even when all attendees did have email addresses and did receive the notification.

• Incorrect Margins When Printing an Appointment Details Report to a Printer: When printing an appointment details report directly to a printer, the left and top margins would have to be increased in the report preferences.

• Phone Descriptions for Contacts Not Included in the Name/Address/Telephone Report: The phone descriptions for contacts would be omitted from the Name/Address/Telephone report when printing the report for Companies or Individuals and selecting "Print contacts".

• Phone Numbers Omitted from Some Reports: The Name/Address/Telephone report, as well as other reports that include name, address, and telephone details would sometimes omit some phone numbers from the report.

• Customer Service Column Report Prints Incorrectly: When printing a column report from the Customer Service following window, the report used the column headings from the Customer Service main window and column content from the Customer Service following window, resulting in mismatched column headings and content.

• Weekly Calendar Report Prints the Wrong Appointment Time: Printing a calendar report from the weekly view would print all appointments two hours ahead of the scheduled time.

• Unable to Use User-Defined Field Views in Crystal Reports: User-defined field views could not be used in Crystal Reports.

• Printing Appointments from the Calendar Prints the Current Date in the Title: When printing the daily calendar report for a day other than the current day, the report still had the current date in the title.

• Address Book Verification Utility Changes Document Creator to be Owner: If a document is owned by a group, the Address Book Verification utility would detect the document as being misplaced and would set the document creator to be the document owner.

• Problem Synchronizing Alternate Address Created by MaAccess: When creating a new contact with a new alternate address and selecting that address using MaAccess, subsequent synchronization with a MaxExchange Server would cause the contact's alternate address to become unselected on the remote.

In addition to the issues listed previously, this patch includes the following fixes to the eCRM SQL version of Maximizer Enterprise 8 Service Release 2:

• Customer, Partner, and Employee Portal Dialog Box Display Problems on Windows XP SP2: On computers running Windows XP Service Pack 2, portal dialog boxes would display a status bar that overlapped the bottom of the dialog box.

• Address Book Note Categories Appearing in the Customer Service Note Category List in Employee Portal: When editing a note for a customer service case in Employee Portal, the Category drop-down list contained Address Book note categories rather than customer service case note categories.

• Knowledge Base Article Number Not Updated in Maximizer: When resolving a customer service case in Employee Portal by selecting the "Create a draft knowledge base article from these details" option, the Article # field in the Case Resolution dialog box would not get updated in Maximizer.

• Appointment Day and Month Transposed in Employee Portal: In some situations, Employee Portal would not use the date format specified by the server, which resulted in the day and month of appointments being transposed. For example, November 4 would be interpreted as April 11.

• Dollar Currency Symbol in Employee Portal: Employee Portal would always display the dollar symbol regardless of the computer's regional settings.

• Scheduling Future Recurring Appointments in Employee Portal:

  • Scheduling a recurring appointment for the future would display a conflicting appointment dialog box if another appointment was scheduled for the same time on the current date, even though no conflict existed.

  • Scheduling a group recurring appointment for the future, when the appointment included locations or resources, the recurring appointment would not display the locations, resources, or attendees.

• Unable to Navigate Beyond First Page of Search Results in Employee Portal for Wireless PDAs: When a search in Employee Portal for Wireless PDAs returned more than one page of results, there was no way to navigate beyond the first page.

• Default Selections in the Search by Last Name Dialog Box in Employee Portal for Wireless PDAs: In the Search by Last Name dialog box in Employee Portal for Wireless PDAs, the Last Name, Company, Individual, and Show Phone Number checkboxes are now selected by default.

Notes:

• MaxExchange Synchronization Server Updates: This patch updates MaxExchange Synchronization Server Service Release 2 to MaxExchange Synchronization Server Service Release 3.

• MaxExchange Synchronization Server 8 Service Release 2 - Series 1433 and Maximizer Enterprise 8 Service Release 2 - Series 1433 must be installed BEFORE installing this patch. Do not uninstall Service Release 2 before installing the patch.

• Reinstalling the Service Release 3 Patch: If you have to reinstall the Maximizer Enterprise 8 Service Release 3 Patch, you must uninstall the patch before it can be applied again. Use the Add/Remove Programs option in the Windows Control Panel to uninstall the patch.

• Employee Portal Web.Config File: This patch replaces the Web.config file for Employee Portal and Employee Portal for Wireless PDAs. A backup file of the existing Web.config file will be created. This backup file will be called Web.config.SR2.bak and will reside in the same folder as the original Web.config file.

• The Process Refreshes Only command caused transactions to not appear at the MaxExchange Remote Server: If a user turned on Process Refreshes Only at a MaxExchange Remote Server and then processed changes made at the MaxExchange Remote Server or at the MaxExchange Server, the transactions above were not sent in the next processing session. The transactions were deleted.

• SQL Address Book size: If a MaxExchange Server or MaxExchange Remote Server received a packet that contained a large amount of user-defined fields and less than 10 KB of notes, the size of the SQL database file was expanded to more than 20 times its original size.

• MaxExchange Synchronization Server Supports Extended MAPI: MaxExchange Synchronization Server running as a service now supports extended MAPI. This means that the Email Preferences dialog has separate options for Microsoft Outlook and Outlook Express email clients. Extended MAPI also enables the use of the MaxExchange Synchronization Server with Microsoft Outlook versions that incorporate the Microsoft Security Patch

• Column Setups and Macros Synchronized for Each Database: MaxExchange Server synchronizes column setups and macros for each Address Book on the server.

• MaxExchange Server Error Alert Email Notifications: New email notifications for events originating from MaxExchange services. The set of events that trigger alerts includes:
  • MIA packet
  • Early packet
  • Low disk space
  • Inefficient Pervasive gateway
  • Transaction journaling off
  • Recovery after a crash
  • Refresh received (Remote Synchronization Servers only)
  • Database in use upon refresh (Remote Synchronization Servers only)
  • Transport errors such as 'FTP Password' (Remote Synchronization Servers only)
  • A Remote site has not synchronized in x days

• MaxExchange Server Monitors Exact Processing Status: MaxExchange is able to keep track of its exact transaction processing status in order to be able to recover from interruptions caused by such occurrences as accidental/intentional server shut downs or lost connections to the database.

• MaxExchange Server Pause/Resume Option: When MaxExchange Synchronization Server is running as either an application or a service the MaxExchange Synchronization Server user is able to pause and resume a synchronization process.

• MaxExchange Server Runs as an Application or a Service: At installation, an Administrator configures MaxExchange Synchronization Server to run as an application (as in previous versions), or as a service. As a service, MaxExchange automatically starts synchronizing as soon as the server starts, without requiring a user to login.

• MaxExchange SQL Performance Improved

• New Transaction 'Owner' Column: The new Transaction 'Owner' column in the MaxExchange Transaction table indicates which application or method has inserted any given transaction.

• Remote Access to MaxExchange Server Enabled: An Administrator can perform MaxExchange Synchronization Server administration from a PC other than that on which the MaxExchange Synchronization Server is installed.

• Site and Team Changes on Remote Servers Enabled: Site and team changes can be done on remote servers using MaxExchange Site Manager.

• Start the Site Manager From MaxExchange Server Application: The new File menu item Open Site Manager launches the Site Manager from within MaxExchange Synchronization Server.

• All of the following new reports are available for both MaxExchange Synchronization Servers and MaxExchange Remote Synchronization Servers. Only Masters are able to print these reports.
  • Distribution List Report - The report is a list containing the name of each Remote site.
  • MaxExchange Server Settings Report - The report contains the following details: Server Settings - FTP Address, Port #, Network Address, Email Address; Warnings - List checked condition, Display the ... in x days; Rebuilds - List checked condition; Number of MaxExchange Licenses
  • MaxExchange Transaction Report - The user is able to print the report of all transaction details for one, some, or all remote sites when in non-tree view. When in Tree mode, the user is only able to print this report for the currently selected site.
  • Sales/Marketing Team Membership Report - The report is a list of each of the available Sales and Marketing Teams and their members.