Create! Upgrade Notes

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Create!email 2.5.10 Upgrade Notes

Filename: Create!email 2-5-10 Upgrade Notes.pdf Page 1 of 7

Create!email 2.5.10 Upgrade Notes

1. Overview

Create!email version 2.5.10 combines fixes that were released in a number of patches and includes a number of new fixes and enhancements. For a full list of enhancements and fixes, for this and all other releases, refer to the Enhancements and Fixes section.

1.1. Version

Compatibility

These upgrade notes apply to upgrades from version 1.0, 2.3 and 2.5. You must upgrade from version 2.3 if you use any of the following products:

• Create!form server for JDE OneWorld version 2.0 or higher • Create!archive server version 2.5 or higher

• Create!form folder monitor version 2.5 or higher

1.2. Prerequisites

• You must pause production printing prior to upgrading.

• It is recommended that the Create!email User Guide is available for reference.

1.3. Time

Required

To upgrade Create!email on your system will require approximately 10 minutes.

2. Upgrading from 2.5

Upgrading from version 2.5 involves the following steps: 1. Pause production printing.

2. Insert the Create!email installation CD.

3. The Create!email setup installation menu should automatically start.

If it does not, double-click on the Cemail.exe file in the root directory of the CD. 4. From the installation menu, click Install Products, then choose Create!email. The

Create!email setup program will be started.

5. When prompted, select Repair – Reinstall all program components. 6. Follow the prompts until the installation is complete.

7. Resume production printing.

For additional details on configuring and working with Create!email, refer to the Create!email User Guide.

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Create!email 2.5.10 Upgrade Notes

3. Upgrading from 2.3

Upgrading from 2.3 is a three step process:

3.1. Step 1: Install Create!email 2.5.10

1. Pause production printing.

3.2. Step 2: Confirm License Key and Windows Identity

All Create!email settings and license keys will still be valid after the upgrade but it is recommended you confirm these settings are still correct.

1. From the Create!email Main menu, select Administration!License Keys… 2. Confirm license keys are still present and valid.

3. Click Exit to continue.

4. If you are using a Windows Identity to run the Create!email server while the machine is logged off, check the correct user account is still present by selecting

Administration!Windows Identity… from the Main menu.

5. Click OK to continue.

3.3. Step 3: Configure Create!email Transport Protocols (if required)

Only do this if you are selecting a different transport protocol.

1. From the Create!email Main menu, select Administration!Configure email… 2. In the Email transport section, select the email protocol you will use for sending

e-mails generated by Create!email. For further information on choosing a protocol, refer to the Create!email User Guide.

3. Click the Configure button and modify the transport protocol settings.

If you are using the MAPI transport protocol to work with Microsoft Outlook or Outlook Express, refer to Appendix B in the Create!email User Guide.

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Create!email 2.5.10 Upgrade Notes

4. Upgrading from 1.0

Upgrading from 1.0 is a four step process:

4.1. Step 1: Install Create!email 2.5.10

1. Pause production printing.

4.2. Step 2: Enter License Key

1. From the Create!email Main menu, select Administration!License Keys… and click

Create.

2. Enter the License Key you have been given and click OK.

4.3. Step 3: Enter a Windows Identity (if required)

Create!email version 2.5.10 runs as a service, enabling the e-forms server to be logged off without affecting production printing. If you require this feature you will need to enter a Windows Identity.

1. From the Create!email Main menu, select Administration!Windows Identity... 2. Enter a valid user account name, domain and password to run the service. 3. Click OK to continue.

For more information about Windows identities, refer to the Create!email User Guide.

4.4. Step 4: Configure Create!email Transport Protocols (if required)

You must do this if you are selecting a different transport protocol.

1. From the Create!email Main menu, select Administration!Configure email. 2. In the Email transport section, select the email protocol you will use for sending

e-mails generated by Create!email. For further information on choosing a protocol, refer to the Create!email User Guide.

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Create!email 2.5.10 Upgrade Notes

3. Click the Configure button and modify the transport protocol settings.

If you are using the MAPI transport protocol to work with Microsoft Outlook or Outlook Express, refer to Appendix B in the Create!email User Guide.

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Create!email 2.5.10 Upgrade Notes

5. Enhancements and Fixes for version 2.5.10

1. Enhancements

1.1. The server can now be disabled and enabled manually from the Server menu option. This does not effect any other products utilizing the CfService. The server can also be disabled

automatically if critical errors are repeatedly encountered, once again, leaving the CfService running for other applications to continue processing.

1.2. Logging is now confined to just the trace log and the service log, (previously there was an email success log, email failure log and the service log).

1.3. Create!email now calls on Create!form log viewer to display the log files.

1.4. The Create!email GUI has been updated with a number of enhancements to make it easy to use and to accommodate some of the new enhancements and fixes mentioned. Changes should not impact on day to day processing. Enhancements include extra options in the menu, gridlines and iconic representation in the processing window.

2. Fixes

2.1. Outlook and Outlook Express would not work without CfService being logged on as a specific user.

2.2. Apostrophes in email addresses would fail.

2.3. The first email would fail when due to the connection not being fully initialised. 2.4. When UNC path names were used to define where files are copied when using the

%cpEmailCopyTo: parameter, they would fail.

2.5. Directory structures specified in the %cpEmailCopyTo: parameter could not be created if they did not already exist.

2.6. Email configuration settings were not being saved to the registry correctly.

6. Enhancements and Fixes for version 2.5

1. Enhancements

1.1. A summary table of all %cpEmail parameters has been included in the manual. 1.2. Log file settings can now be viewed and changed without having to stop the service. 1.3. CfService no longer responsible for logging - CfMessage service logs all activity of the

CfService and Email server.

2. Fixes

2.1. The %cpEmail –S parameter now correctly handles <<placeholders>> 2.2. Log file creation, management and deletion now works correctly. 2.3. Shared License files are now installed with the Create!email install.

2.4. Loading and unloading of third party .dlls has been fixed so that timeout will not occur during processing and will only occur after the specified period of inactivity. This change in cfservice effects products which have a configurable time out setting namely, Create!email and

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Create!email 2.5.10 Upgrade Notes

2.5. If connection to the SMTP server fails, Create!email will fail and will not try to resestablish a connection. This avoids the occurrence of Create!email entering an “infinite loop” waiting for the connection to comeback.

2.6. Extra exception handling has been put in place to help avoid errors returned from VIM, crashing the service. Create!email will where possible log the occurrence of the error and attempt to fail the email gracefully.

2.7. Create!email now looks for files with the file extension .cpemailtemplate and if not found then looks for files ending in .tpl. If no matching file is found then the email job will fail.

7. Enhancements and Fixes for version 2.3

1. Enhancements

1.1. Create!email now supports logon authentication on SMTP email servers. 1.2. Create!email now supports delivery status notification for SMTP email.

1.3. New header parameters. Consult the User Guide for the full list and description of each. 1.4. New SIGNATURE parameter provides the ability to specify a signature in the header or the

template file which will be appended to the body text of the email.

1.5. Ability to specify a set of one or more delimiters with the DELIMITER parameter, used to break multiple email addresses into single addresses. Specifically needed for Lotus Notes support but works for all email transports.

1.6. The email parser now accepts multi-line text in body.

1.7. The email parser supports copying of the spool file (file attached after the header) to a network location using the COPYTO parameter, and inserting a HTML link to the location into the email body text. Support includes automatic renaming of the file if the target filename already exists. 1.8. The email parser now recognizes a special tag in the body (or signature) text (<<InsertSpool>>).

This tag will be replaced by the spool file as text. The spool file will not appear as an attachment.

1.9. In conjunction with Create!form server 2.3, Create!email 2.3 now supports security settings on PDF attachments.

1.10. Create!email now runs as a service.

2. Fixes

2.1. CC and BCC now work correctly for SMTP email.

8. Enhancements and Fixes for version 1.1

1. Enhancements

1.1. MAPI, VIM, and SMTP protocols supported. 1.2. Support for return to sender.

Create! Upgrade Notes

Create!email 2.5.10 Upgrade Notes

Contents

Create!email 2.5.10 Upgrade Notes

1. Overview

1.1. Version

Compatibility

1.2. Prerequisites

1.3. Time

Required

2.

Upgrading from 2.5

Create!email 2.5.10 Upgrade Notes

3.

Upgrading from 2.3

3.1.

Step 1: Install Create!email 2.5.10

3.2.

Step 2: Confirm License Key and Windows Identity

3.3.

Step 3: Configure Create!email Transport Protocols (if required)

Create!email 2.5.10 Upgrade Notes

4.

Upgrading from 1.0

4.1.

Step 1: Install Create!email 2.5.10

4.2.

Step 2: Enter License Key

4.3.

Step 3: Enter a Windows Identity (if required)

4.4.

Step 4: Configure Create!email Transport Protocols (if required)

Create!email 2.5.10 Upgrade Notes

Create!email 2.5.10 Upgrade Notes

5.

Enhancements and Fixes for version 2.5.10

6.

Enhancements and Fixes for version 2.5

Create!email 2.5.10 Upgrade Notes

7.

Enhancements and Fixes for version 2.3

8.

Enhancements and Fixes for version 1.1