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ccmMercury Version History
ccmMercury Version 5.0
1. Application Templates
1.1 Introduction
The objective was to increase ccmMercury’s flexibility and to expand its area of applications by being able to support more complex “business process challenges” based on the parent/children paradigm, regardless of the number of children and their relationship with the parent. The following upgrades have been introduced in ccmMercury V.5.0:
1.2 ccmMercury
- There is no limited to the number of children that can be displayed within the tree.
- Comments can now be added to any master or child entry.
- Events can be defined for any child.
- All children listed in the tree can now support a hierarchical structure (previously this was only supported by the Routing child).
- Headers and children can be located anywhere within the tree.
- The order in which children are displayed can now be decided by the business requirement.
- Children can now be named to more accurately describe the activity.
- The database schema representing the master record and its children can now support unlimited child entries in the tree.
- The order in which the master records are displayed is now decided by the Client.
- Short-cuts used for different child operations such as Add/ Navigate/Delete can now be defined by the Client.
- The tree view node’s name identifying the child and the icons use by the child in the tree view can be selected and/or changed by the Client.
1.3 CCM Account Manager
CCM Account Manager function restrictions, record restrictions, event definitions and templates and reports all support these new additions.
1.4 External DLL’s
Application-specific business rules no longer need to be implemented in ccmMercury core functionality, they can be delivered in separate DLLs. Examples include advanced calculation fields and specific and/or complex rules between children or within the Master Record.
2. Keyword Search
This functionality allows ccmMercury users to perform full-text searches on a set of fields defined in the CCM Account Manager Keyword Search Set and can be used with any other search criteria. The search result is presented in an easily identifiable manner to the users.
3. URLs can now be attached
URLs can now be saved and attached in the ccmMercury Tree for ease of reference.
4. Extended Copy/Paste functionality
The existing Copy/Paste functionality was extended to allow Copy/Paste for all child nodes. A copied node can be pasted into the same record, into another record from the same view or into another record from a different view. A copied node can also be pasted multiple times. A comment node can be copied from one child to another: a master comment can be copied/paste to a routing and vice versa.
5. Support for Grouped/Multi-Valued Pick Lists
This software release has the ability to store, retrieve and search for grouped/multi-valued fields (checkboxes, radio buttons, etc), which are mapped over sections of an electronic form managed by the WorkDynamics E-Form server.
6. Primary Contact
This feature enhances ccmMercury to give users the ability to set and visually identify a primary contact for a given master record.
7. Enable Maximum Number of Records
This new CCM Account Manager function restriction will display a warning each time the current search returns more than a specified number of records. The user can choose to proceed with the current number of records or to cancel the operation and refine the search.
8. Directory Services Integration
ccmMercury V5.0 offers integration with Windows Active Directory, Lightweight Directory Access Protocol (LDAP) or Novell Directory Services (NDS).
9. Additional Enhancements
9.1 Audit Trail
The new Audit mechanism records all ccmMercury user actions that affect a ccmMercury master record and/or any of its children, including login attempts, database changes, attachments affected and notifications sent.
9.2 Formatting Template Fields
New tags were introduced in templates to format the database string fields. Supports better customized templates.
9.3 Install Changes
Both Server and Client Install have the following two options:
- Typical - installs without dialog all features except ccmWorkFlowService, ccmWorkFlowDesigner, ccmActiveDirectory, ccmConversion
- Custom – starts a dialogue allowing the user to select the features to be installed.
10. Third-Party Products
ccmMercury has been upgraded/certified with Crystal Reports V11, Outside-In-Viewer V8.1, PDF Viewer V8.0, Oracle V10g R2, SQL Server 2005, Outlook 2007, Internet Explorer V7.0, IBM Lotus Notes V7 and Novell Group Wise V7.
ccmMercury.WEB Version 4.0
ccmMercury Version 4.0
The primary objective of the 4.0 release was to bring ccmMercury.WEB to the same level of functionality as the client version of ccmMercury.
ccmEnterprise Functionality Merged: ccmEnterprise is no longer a separate product – users with ccmEnterprise accounts obtain access through ccmMercury.WEB.
Attachment Tab: ccmMercury.WEB now includes an Attachment tab for viewing files attached to a record.
Attachment Full-Text Searching: Attachments can now be searched from ccmMercury.WEB, as well as from ccmMercury client.
Crystal Reports via Reports Tab: Customer-defined reports using Crystal Reports are now accessible through the Reports tab in ccmMercury.WEB.
Query Functionality Added: Searches can now be saved as Queries for later use.
Cross-Database Searches: ccmMercury.WEB can perform searches across grouped databases (as defined by the ccmMercury administrator).
Workflow Service: Provides server-side notification that automatically sends email notifications that are triggered by certain events within the application.
Email Address Book Integration: ccmMercury.WEB can pull addresses directly from your Email address book.
Integration with Hummingbird DM5: ccmMercury.WEB can now search the DM5 repository to attach links to documents.
Integration with Foremost: ccmMercury.WEB can now save templates and reports within a Foremost repository. The Foremost repository can also be searched to attach links to documents.
Crystal Version 11 Integration: ccmMercury supports Crystal Reports Version 8.5, 10 or 11.
Outside In Viewer v8.0: Upgraded viewer to display Attachments, Templates and Reports.
Adobe Acrobat Reader v7.0: Upgraded viewer to display Attachments in PDF format.
ccmMercury Version 3.5
ccmMercury.WEB Version 3.5
Attachment Full-Text Searching: (ccmMercury only) Allows full-text searching in any attachment, once attachment server is configured for IIS indexing.
Rule-based Routing: (ccmMercury only) Customers can now visually design workflow processes by directly manipulating workflow components on a designer form. Users can easily design both simple sequential processes or complex workflows that involve distributions, combining of rules with AND/OR conditions and conditional logic through IF statements.
Workflow Service: (ccmMercury only) Service sends automatic email notifications when triggered by specified events.
Predefined Process Enhancements: Upon creating a pre-defined routing template, any field added to the Routing record can be included. When the predefined process is selected and applied, users have the option of assigning the first one, all, or none. Adding routings can be restricted within the predefined process grouping and other restrictions can still be applied to routings that are part of a predefined process.
Changes to Logins and Passwords: System administrators can prevent users from changing ccmMercury passwords and can set a threshold for invalid login attempts, after which the ccmMercury account is locked out.
Hummingbird DM/RDIMS Integration: Users can attach links to files located in the Hummingbird DM repository. All DOCS Open integration features (drag and drop, field mapping, etc.) is now available with Humminbird DM5.
ccmMercury Version 3.2
ccmMercury.WEB Version 3.2
Attachment Version Control: Allows you to manage multiple versions of a single attachment and display these versions in the ccmMercury sub tree.
Drag and Drop Files or Outlook E-mails Into DMS: Allows users to drag-and-drop files or e-mails into ccmMercury and profile them in the Document Management System at the same time.
Notification via Outlook Tasks: As an alternative to receiving an e-mail, a ccmMercury user can be notified of an outstanding task via the task list in Microsoft Outlook.
Enhanced Query Maintenance: A new Function Restriction setting allow users to delete their own Queries without deleting those saved for all users. It's also possible to change the Recall Query view to include all Queries to facilitate maintenance of the list for those with full rights to delete queries.
Spell Check: (ccmMercury only) Users are able to highlight text in any ccmMercury field and invoke Microsoft Word's spell check utility.
New Function Restrictions:
Enable ForeMost
Enable Viewing All Queries
Enable Version Control
Enable Forced Version Control
Enable Query Maintenance Global
ccmMercury Version 3.0
ccmMercury.WEB Version 3.0
Global Modify and Global Route: New options for Power Users:
- Global Modify: On the core information section only, an authorized user can edit one record and have ALL of the changes applied to all records in the result set.
- Global Route: Similarly, a routing added to one record can be applied to all records in the result set, adding the routing as the final routing on each record.
E-forms Functionality: If this option has been configured and enabled, members of your organization can create records in ccmMercury by completing an electronic form. The resulting ccmMercury record contains both the data and the actual form, and also includes a predefined routing process for the workflow required related to that type of form.
If permitted, you'll be able to view the form and update it, which creates a read-only version of the initial form and adds an editable version to allow for further revisions. Each new version will be added to the E-Form section of the tree, located under the Attachments section of the screen, and will become a read-only version. Depending on your rights, the last version in the tree will be available for editing if further changes are required.
Additional Template Tags and New Ad-hoc Selected Routing Feature: New tags have been added to allow for more flexibility in designing Templates and Reports:
- <CCM_ROUTING_START_LASTOPEN> allows you to have only the last open routing display on your template or report. It must be accompanied by the tag <CCM_ROUTING_END>.
- <CCM_ROUTING_START_OPEN> allows you to just have all of the open routings display on your template or report, cutting out returned or unassigned routings. It must be accompanied by the tag <CCM_ROUTING_END>.
- <CCM_DATE_ENGLISH> will make all dates on your template or report display in full English format: January 19, 2003.
- <CCM_DATE_FRENCH> will make all dates on your template or report display in full French format: le 19 janvier 2003.
Additionally, when manually creating a Template, you can now select a particular routing (one only) to have input into the Template you select. This will override any routing tags set within the Template.
Extended Attachment Path: A new option allows the extending of attachment paths a level lower (based on a month) than previously, by checking the "Use extended Paths" checkbox within each Attachment Path Set definition form.
Pick List Form Enhancements: (ccmMercury only) The Pick List form can now be positioned anywhere on the screen, the OK button selects an entry, and the CANCEL button will close the form.
Routing Performance Enhancements: (ccmMercury only) The speed of adding, inserting and deleting routings has been significantly improved.
ccmMercury Version 2.5
Contact Usability Improvements:
- When adding a contact, there is now a CLEAR button at the top right of the Contact form.
- The Contact List can now be sorted on any field by clicking on the field heading (similar to the Summary screen).
- When users add or edit contacts, warning messages can be displayed to ensure better quality contact information is supplied.
- Filling in the First Name and Last Name fields can now force the launch of the Contacts List.
General Usability Improvements: A new option (under Search in the Edit menu) adds a new button allowing your Default Query to be run in Search mode (if enabled for you). The Save Query and Recall Query options have been moved from the Tools menu to the Edit menu. Pressing Ctrl+P will add a Return Process and pressing Ctrl+U will add a Routing and Routing Comment.
Default Query: Instead of a blank screen with no records selected, users can now set their initial view to be the result of any saved query. In addition, if a Default Query has been set, then clicking the RECALL DEFAULT QUERY button on the main toolbar while in a blank Search screen will quickly recall the results of the default query.
OR Searching: Selecting multiple values in pick lists will now perform OR searching within the field.
Drag and Drop Files and Emails: Dragging files from Windows Explorer and dropping them onto the Attachment header in ccmMercury will automatically attach a copy of the selected file(s) to the current record. Similarly users of Microsoft Outlook 2000 (or later versions), can add copies of emails to records by dragging them onto the ccmMercury Attachment header.
Dropping Multiple Records from Summary Tab: The Summary Tab now includes checkboxes in front of each record, allowing users to select multiple records that can then be dropped from the result set by pressing F12.
ccmMercury.WEB Version 2.5
Contact Changes: A new Set has been added allowing ccmMercury administrators to configure the Contact List screen used to add Contacts. This new set must be configured and hooked into all Database Access Groups prior to releasing the new version to users.
Linking Fields to FOREMOST: Screen fields can be linked to the ForeMost records management software by specifying @FOREMOST in a Data Entry Restriction.
New Account Fields: New fields in the Account table allow the definition of additional field defaults and restrictions that are based on the values set in your Account.
New Function Restrictions:
- Enable Default Queries
- Enable Contact Messages
- Enable Auto Launch of Contacts List
- Restrict DOCS Open Copy
New E-mail Notification Functionality: Automatic e-mail notifications can now be sent to individuals other than the Assigned To person by either hard coding the e-mail address into a rule or by having the value in a master field resolve to an e-mail address.
ccmMercury Version 2.41
Integration with Adobe Acrobat PDF Viewer: An improved new viewer can be used to view PDF attachments. Its use is completely transparent to users – double clicking on a PDF attachment opens the new PDF viewer in the Attachments Tab. If a different file type is clicked, the original viewer is used. The PDF viewer option is enabled via the Function Restriction Set.
ccmMercury.WEB Version 2.41
Perform Calculations in Default Values: Specifying @CALCULATE as a Default Value Rule (within Data Entry Rules) will perform simple calculations. See the Examples of Data Entry Rules topic in the Help file for more information.
ccmMercury Version 2.4
Integration with Crystal Reports: Crystal Reports can now be run through ccmMercury. ccmMercury ships with sample Crystal Reports, but you can create additional reports using any functionality of Crystal Reports and link them into ccmMercury. These reports are run from the Reports tab, along with the standard ccmMercury reports (created in RTF format). You can have any combination of standard or Crystal Reports.
Expanded DOCS Open Integration: The RDIMS integration announced in version 2.3 has been expanded to include any implementation of the DOCS Open document management product, whether stand alone or as part of RDIMS. In addition, Reports and In Box attachments can now be save to DOCS Open.
Navigation Shortcuts: New shortcut keys allow you to quickly move around ccmMercury screens. These same options are also available on the Navigation menu.
Ctrl+F1 Move to Contacts.
Ctrl+F2 Move to Comments.
Ctrl+F3 Move to Routings.
Ctrl+F4 Move to Attachments.
Ctrl+F5 Move to Core Information.
Ctrl+F6 Previous in Tree: Navigate up to the previous tree item of the same type.
Ctrl+F7 Next in Tree: Navigate down to the next tree item of the same type.
ccmMercury.WEB Version 2.4
Integration with Crystal Reports: Crystal Reports can now be run through ccmMercury.WEB, allowing you to create additional reports using any functionality of Crystal Reports. This option is enabled through the Function Restriction Set, and the Crystal Reports to be used must be linked through the Template Set. It is also now possible to disable standard ccmMercury RTF Reports via the Function Restriction Set.
Summary Set Enhancements: Field display length and the field display position can now be defined for the Summary Set. These values must be defined in your Summary Sets using ccmAccountManager before you will be able to view the Summary screen.
New Automatic Notification Code &ndash @SELECT: Specifying @SELECT in the automatic notification rules in the Data Entry Rule Set will trigger your e-mail package to open a “new message” window allowing you to enter the email address(es) of your choice. This option can be used in combination with @CONFIRM and even with one of the @ASGN, @ALLASGN or @ALLROUTING codes. If with the latter, if the E-mail Value exists for the routing that triggered the notification then the automatic notification proceeds in the background with no intervention required. If the E-mail Value does not exist for the Assigned To in question, then the e-mail message window will open ready for input.
ccmMercury Version 2.33
Enhanced Date Formats: Date format validation has been improved to ensure that manually-entered dates are acceptable. The following valid date formats will work with the following language settings: English (Canadian), English (US) and French (Canadian):
YYYY/MM/DD DD/MM/YYYY MM/DD/YYYY
YYYY/M/D D/M/YYYY M/D/YYYY
If using a French operating system, use
AAAA/MM/JJ JJ/MM/AAAA MM/JJ/AAAA
AAAA/M/J J/M/AAAA M/J/AAAA
You can use any date separator except the backslash (\). Note that if you use Regional Setting in the Windows Control Panel to select a date separator or a format other than those specified above, you will not be able to access ccmMercury.
ccmMercury.WEB Version 2.33
Enhanced Automatic Notification: The automatic notification rules defined in the Data Entry Sets (using @ASGN, @ALLASGN and @ALLROUTING) are triggered only when the appropriate Assigned To code exists in the E-mail Values list. If no E-mail Value is specified, no automatic notification is sent. Automatic e-mail codes need only be defined for those who wish to receive e-mails – dummy E-mail Values are no longer needed for people not wanting automatic notifications.
ccmMercury Version 2.31
ccmMercury.WEB Version 2.31
Bulk Mail: New functionality allows printing or e-mailing template items in bulk. Specific fields (columns) must exist in the database, special templates must be created and the function must be enabled (in Function Restrictions) in order to use this capability.
Upgraded Attachments Tab Viewer: An upgraded version of the Outside In viewer technology is provided.
Consistent Handling of Error Logs: All error logs are now written to the appropriate "windows temp" directory, regardless of version of the Windows operating system. Previously, error logs were written to file on Windows 95 and Windows 98, and to the Event Viewer on Windows NT and Windows 2000 systems.
ccmMercury Version 2.3
ccmMercury.WEB Version 2.3
Barcode Functionality: If configured, when a user scans a barcode that was created using ccmMercury, the record is automatically displayed. Depending on the rules which have been set, a Contact or Routing entry could be automatically added (presumably to indicate who had accessed the record).
Automatic Add of Contact or Routing: Contact or Routing entries can be automatically added when triggered by scanning a barcode or by adding a new record. This functionality is configured by the administrator within ccmAccountManager, using a new Data Entry Rule scope called Default Child Entry. The new @ADD and @SCAN values can also trigger the automatic add of a Contact or Routing.
RDIMS Integration: RDIMS users can attach already-profiled RDIMS files to ccmMercury records as copies or references to the DOCS Open file. This integration also allows users to create ccmMercury templates and save them to DOCS Open.
Accepted Date Formats: The following valid date formats will work with any of English (Canadian), English (US) and French (Canadian) language settings:
YYYY/MM/DD DD/MM/YYYY MM/DD/YYYY
If using a French operating system, use
AAAA/MM/JJ JJ/MM/AAAA MM/JJ/AAAA
If any other format is set, you will not be able to access ccmMercury until an accepted format is selected.
ADO Technology: ccmMercury now uses ADO technology instead of ODBC. This results in minor modifications to the Log On screen and the Database Connection Set, removing references to DSN and adding fields for Server Name and OLE Database Provider. If using NT Authentication (SQL databases only), the data in the Username and Password fields in your Database Connection Sets and in the configwiz.ini files must be blank in order to enable NT Authentication.