New Application/Data Updating Functionality
For all of the new SalesDoc Architect user types that are “network-connected” in some fashion (see “New SalesDoc Architect User Types and Deployment Options” for further information), SalesDoc Architect automates the process of checking for and installing application and data updates.
On occasion, SalesDoc Architect will reach out to the shared network drive to determine if updates are available and, if so, will prompt the user to download and install them. End users no longer need to close SalesDoc Architect to install the updates; they can install them while SalesDoc Architect is still running (although SalesDoc Architect Manager, which the SalesDoc Architect admin uses, must be closed).
The most accurate update checking process occurs for network and combo users who are accessing data from the network drive (whereas stand-alone users with network access only access the update files, not the actual data files). When they check for updates, network and combo users actually compare the data files themselves, rather than just the update files.
Users can also manually check for updates by clicking the SalesDoc Architect button, then Setup, then “Install SalesDoc Architect updates.”
We’ve also made it much easier, faster and more informative for SalesDoc Architect administrators to create the end-user update files. Now there’s a single “Create End-User Update Packages” button in the Setup view of SalesDoc Architect Manager. When clicked, SalesDoc Architect Manager will scan through all of the data files – as well as the data records in the SalesDoc Architect database – to determine if data has been updated since the update files were lasted generated. New update files will only be created if any of the SalesDoc Architect applications or data have changed. In addition, administrators will receive a message telling them exactly which data file and data record were last updated.
Please note that updates are now provided as TWO update files: one for program updates and the other for data updates. Users will need to run both files to apply all updates. We recommend that our clients transition to an approach where all user PCs can automatically find updates on a shared network drive.
Please also note that update files are placed in a NEW location: the “Updates” folder under the SalesDoc Architect installation folder (usually “c:\Program Files\CorsPro\Updates”).