Release Notes

SaaS Platform - Version 13

May 6th, 2019

Portal Changes

  • Improvement

    Dashboard load time has been improved and should be faster.

CB Exchange Server Sync Changes

  • New

    Post Processing feature added - when synchronizing you can now remove reminders, make calendar items private, add categories and so much more.

  • New

    Post Processing feature added - when synchronizing you can now remove reminders, make calendar items private, add categories and so much more.

  • Improvement

    The folder synchronization can be done in parallel.

  • Improvement

    Public folder pairs have now their own menu and page.

  • Improvement

    Improved the way pairs are stopped. Now when you press stop pair button you should not see an error message that it was not possible to stop it.

  • Improvement

    Improved performance by starting to use async IO calls which will save CPU time since it does need to wait for result.

  • Fix

    There was some issues with synchronization of folders with subfolders - it is now fixed.

  • Fix

    There was some issues when synchronizing subfolders inside folders and then changing their parent folders, it would give errors and would not sync - it is now fixed.

CB CRM SharePoint Permissions Replicator Changes

  • New

    Implemented handling of "Only one usage of each socket address (protocol/network address/port) is normally permitted...".

  • Improvement

    Removed distinct="true" from loading access team and record access team members to avoid SQL Timeout in some environments.

  • Fix

    Fixed SharePoint throttling - fixed execution of empty request after retrying.

  • Fix

    Fixed "String was not recognized as valid DateTime" during loading of location when system date format was set to 'dd/MM/YYYY..' format (and possibly other formats).

  • Fix

    Fixed possible group cache inconsistency when multiple groups with same name can exist.

  • Fix

    Fixed bug in group recovery when someone deleted group from SharePoint - if discovered during initial load would not discover and recover.

  • Fix

    Fixed looping of CreateUser event when user is marked as Deleted in target SharePoint.

  • Fix

    Fixed Status code changes that are reported as Re-parent when there are lookup fields included in UpdateMessage.

  • Fix

    Fixed multiple CreateUser, DisableUserInTargetSystem being triggered based on team memberships.

  • Fix

    Fixed timing/locking issue with POA record processing during startup.

  • Fix

    Fixed "List does not exist. The page you selected contains a list that does not exist. It may have been deleted by another user."

  • Fix

    Fixed skipping of last loaded location.

  • Fix

    Fixed first AddTeamMember or last RemoveTeamMember - permission via POA could be skipped or not removed.

Document Extractor Built for Salesforce platform™ Changes

  • New

    Custom Download Handler for SalesForce to avoid having to download .url files (allow Open in Browser, or Download).

  • New

    Support for stubbing chatter-attached uploads.

  • New

     Support for Salesforce Custom Objects.

  • New

     Adfs federation settings for SharePoint.

  • New

    Proxy server settings for Salesforce.

  • New

    Clone configuration command.

  • New

    Delete synchronization from Salesforce to SharePoint.

  • New

    "Default Folder Name" and "Use IDs for Folder Names" settings added.

  • Improvement

    Added support for customizing the test object used by Salesforce Apex test suite.

  • Improvement

    Automatically assign permission to all user profiles to view our VisualForce pages when uploading Apex classes.

  • Improvement

    Document Library is now picked from a drop-down list rather than entered directly.

  • Improvement

    Column names for mapping fields are now entered as the visible UI name, not the internal API name.

  • Improvement

    Working Salesforce connection is no longer required to test the SharePoint connection.

  • Improvement

    Test Salesforce Connection now reports an error if we do not have permission to upload Apex classes.

  • Fix

    Fixed bugs with Document Link Integration Plugin.

  • Fix

    No longer attempts to stub Salesforce Content Asset files.

  • Fix

    No longer stubs Salesforce files with public links, or emailed links.

  • Fix

    Fixed bug with email attachments would be opened as text files when using Classic Experience.

  • Fix

    Apex code mismatch no longer prevents the service from running, if we do not have permission to update it.

SaaS Platform - Version 12

November 24th, 2018

Portal Changes

  • Improvement

    Several pages in each service had their layout updated.

  • Improvement

    The Portal is now mobile friendly.

  • Improvement

    Dashboard has been improved. Replicator Service has now its users information being presented.

CB Exchange Server Sync Changes

  • Fix There was an issue when trying to find out the exchange version in the configuration wizard. It is now fixed.

CB Trello with SharePoint Tasks Synchronization Changes

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from configuring Trello and SharePoint to starting the synchonization. You can access it from the Dashboard "Configuration Wizard" button.

CB CRM SharePoint Permissions Replicator Changes

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from configuring SharePoint and Dynamics CRM to starting the replication. You can access it from the Dashboard "Configuration Wizard" button.

CB Sugar to Sharepoint Stubbing Changes

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from configuring Sugar and SharePoint to start stubbing files. You can access it from the Dashboard "Configuration Wizard" button.

Document Extractor Built for Salesforce platform™ Changes

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from configuring Salesforce and SharePoint to starting the synchonization. You can access it from the Dashboard "Configuration Wizard" button.

SaaS Platform - Version 11

August 24th, 2018

Portal Changes

  • New

    Portal has now a Release Notes page so that you can see what has been changed for each version we release.

  • Fix

    Users are now able to watch the CB Sugar to Sharepoint Stubbing videos again.

  • Fix

    Captch validation issues on forms were fixed.

  • Improvement

    All email layouts have been updated.

  • Improvement

    Dashboard has now a quick links section.

  • Improvement

    Dashboard layout was improved. There is a link to the configuration in each of the dashboard service configurations.

CB Exchange Server Sync Changes

  • New

    New clients/users will now enjoy a more streamlined process to have a pair synchroned, starting with their new welcome to CB Exchange Server Sync email.

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from creating a server configuration, to creating a synchronization pair and its folders. You can access it from the Dashboard "Configuration Wizard" button.

  • Fix

    Fixed an issue when trying to test a connection in the 'create server' page, it would not let the user use the button again without having to refresh the page.

  • Fix

    Fixed an issue when trying to create new folder mappings.The error message was not being correctly shown.

CB CRM SharePoint Permissions Replicator Changes

  • New

    Fulltext search in logs implemented.

  • Fix

    "Race condition" was causing an KeyNotFound exception. It is now fixed.

  • Fix

    There was an issue when trying to find "SYSTEM" and "INTERGRATION" CRM users. It is now fixed.

  • Fix

    Some POA records during startup were sometimes skipped. It is now fixed.

  • Fix

    Some users were having trouble when trying to start CB Replicator due to ',' and '=' characters in OptionSet value. It is now fixed.

  • Improvement

    Startup speed was improved when some users are not mapped.

  • Improvement

    Startup speed was improved due faster reading stored permissions while loading the CRM security model.

Document Extractor Built for Salesforce platform™ Changes

  • New First version of the service released.