sage saleslogix
DESCRIPTION
Sage SalesLogix. What’s New in Sawgrass. Data Safeguarding. Data Safeguarding Remotes. Un-checking this option will mean the data in that table is not synced between host and remote at all. Either Direction (Default) – data syncs from host to remote and remote to host - PowerPoint PPT PresentationTRANSCRIPT
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Sage SalesLogixWhat’s New in Sawgrass
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Data Safeguarding
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Data Safeguarding Remotes
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• Un-checking this option will mean the data in that table is not synced between host and remote at all.
• Either Direction (Default) – data syncs from host to remote and remote to host
• Host to Remote Only – data in that table will only sync from the Host to the remote.
• Remote to Host Only – data for that table will only sync from the remote to the host.
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SpeedSearch Security
• Security has been added SpeedSearch indexes• Account/Seccode security has been added to indexes• Limits result set based on access – no longer sends
back results in the search that you don’t have access to• Two endpoints were added to SData
− Manage the creation or changing of SpeedSearch indexes− Perform a search
• Part of the SData System adapter• Specify if an index is secure or not – if secure it will look
for an account ID or the relationship to an Account ID• Manage SpeedSearch indexes in the SalesLogix
Administrator
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Manage SpeedSearch Indexes
• Secures each index
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OOtB Indexes
New Indexes• Accounts• Contacts• Leads• Opportunities• Products• Sales Orders• Returns/RMA• Contracts
Data Safeguards• Security is applied to all
of them which is why we did expose Accounts and Contacts before
• Applied to all of OOtB indexes except for the ones for de-dupe – you wouldn’t see all the results for the duplicates
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Password Security for Web
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LAN LFL Password options are enforced
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Application Architect
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Application ArchitectBenefit Summary• Introduces toolbar button designer and action designer • Easily discover scripts previously requiring multiple steps
and knowledge of how to navigate the dialogs• Introduces script editor complete with developer tools
such as search and replace, syntax highlighting, and Intellisense
• Contextual RMB menus help to promote UX discovery and keep developer within context of the workspace
• Improved try/test cycle • Simplified management of non-application portals
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Application ArchitectForm Designer Toolbar Editor
• Visually design Quick Form tool bars using Toolbar Editor• Add a controls, scripted actions - list of controls has been
reduced to only toolbar controls• Drag and drop toolbar items, RMB access to code• Quick add of commonly used buttons and business rules such
as Save and Delete
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Application ArchitectAction Designer• Quick access to all scriptable form actions directly form the
Quick Form• Full scripting editor with many developer tools such as
Intellisense & Search and replace• Visual cues provide a way to inspect which controls have
scripted actions
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Application ArchitectAction Editor
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Application ArchitectForm Designer RMB Menu• Contextually
manage actions• Contextually
manage controls and rules
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Application Architect C# Snippet Action Item
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Application Architect Multiple portal types• Service (SData), Mobile, Lead Capture, …• Reduces what gets deployed - just minified pieces
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Application Architect Try/Test improvements• Support for “no build” try/test similar to Web Form
Designer• Improved Build performance
− Less than 1 minute – previously greater than 5 minutes• Work with files system directly – most developers work in
this way
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Application ArchitectConfigurable Context Menu• Configure group tab context menu from App Architect
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Application ArchitectContact List Context Menu• Configure contact list menu
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Application Architect Other AA features• Include client scripts at the form level
− java script – before you had to modify the master template – now you can do it at a smart part level
− Upgrade improvement – localized the change to just the smart part
• Added Silverlight control• Code template improvements• Name spaced code to better protect from customizers
accidently overriding the methods• Allow customizing of the Web client context menus from
AA – group, list view – they were locked down before
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Platform
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Application ArchitectBenefit Summary• Long running job manager simplifies system complexity
through a centrally managed service• Speedsearch has a few improvements to for a better
experience by better leveraging the technology we already have
• Improvements for mashup engine to better support integration of ERP data
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Platform Long Running Job Manager
• Resolve issues with Timeouts• Solve for Scheduled services Issues• Start of Application Server
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Platform Mashup• SQL transformers – scenario for mobile to integrate
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Platform SData• SData Endpoints for Mash-ups, Field Level Security,
Role Management, User Management, and Metadata
• New controls SData, new Lookup
• SData Secured at role level?
• Web Service Breakout− Sdata Services for Key Business Layer Elements
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Platform SpeedSearch Improvements• Add more OOtB indexes – ACO, other entities• Add UNC path for indexes for NAS• Updated UX for search results
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Platform Other Improvements• Simplify Javascript Framework
− Consume 1 Open Source Stack (Dojo)− Remove YUI, EXT
• Security− Close the final Admin stuff – expiring passwords
• Additional Endpoints− Mashups, activities, …
• Warm up process for App• Improve Summary view performance• Friendly display names in Query Builder
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