Ensim Unify CRM version 1.0.0 Update 3 Release Notes

Ensim Unify CRM version 1.0.0 Update 3 Release Notes
Introduction:
The release notes provide information about Ensim Unify Hosted CRM 4.0 version 1.0.0 rollup Update 3 resolved issues, prerequisites, and installation instructions.
Resolved issues
This update resolves the following issues. The numbers in parentheses indicate the Ensim problem report (PR) number.
Issue: There is now support for specifying separate reporting server per Unify CRM resource name. Please refer post installation instructions for more details to configure this setting.(61630) (61368)
Issue: While removing CRM organization service, warnings will be not generated.(60897)
Issue: Adding CRM service to user will no longer fail with error "CRM server not available". (61290)
Issue: URL for logging in to CRM application can be customized. Please refer post installation instructions for more details to configure this setting. (60760)
Issue: Organization usage is now getting updated properly. (62057)
Issue: Intermittently CRM database was not getting removed when organization CRM service is removed. Now database is getting removed. Please refer "Guidelines for adding BUILTIN\Administrators as New login in CRM SQL Server" section in troubleshooting document with this release. (60605)
Issue: Appropriate resource status will be displayed in Unify control panel.(60935)
New features

Unable to provision CRM to domains starting with a number(61209)
Problem Description: When CRM service is provisioned to Unify organization then CRM organization name is formed by removing "." from Unify organization domain name. CRM does not support organization name starting with number. So when CRM service is provisioned to Unify organization starting with number then it fails.
Solution: While provisioning CRM service to organization we are providing option to enter unique name of choice. CRM organization will be created at backend with Unique Name entered.
Unify CRM 4.0 is now compatible with Microsoft SQL Server 2008.(61591)

Patch Information:

Rollup update number: 3
Rollup update date: Jan 30, 2009
Applies to: Unify Platform 4.7.0 and Hosted CRM 4.0, update 1 version 1.0.0
Contents: All Unify Hosted CRM 4.0 version 1.0.0 updates released prior to this update. For more information, refer to the Contents of the rollup update section.

Download
ftp://ftp.ensim.com/download/unify/crm/1.0.0/update/3/HostedCRM-1.0.0-update-3.zip
Prerequisites
Before installing this rollup update, ensure that your Ensim Unify system has the following:
Unify Platform requirements

Unify Platform version 4.7.0
Unify Hosted CRM 4.0 version 1.0.0

Time requirements and customer impact
It takes less than 20 minutes to apply the rollup update. During this time, new customers cannot be provisioned, and all Ensim Unify control panels are unavailable. However, existing customers can continue to use services without interruption.
Installing the rollup update
This section explains how to install the rollup update.
Pre-installation instructions
Before installing the rollup update, you need to disable PE server applications. This section describes the pre-installation instructions.

Ensure that all the requirements mentioned in the prerequisites section are satisfied unless they are marked as optional.
Disable the Provisioning Engine and Queue Manager services by performing the following steps on any one of the PE servers:
- Log in to the PE server as domain administrator.
- Unzip the rollup update zip file to a temporary directory.
- Double-click the PreInstall.bat file.
  You can view the log file StartStopServices.log located in the %SystemDrive% to verify that there are no errors reported.
Backup existing Ensim_wvh_Configuration Database.

The pre-installation procedure is complete.
Installation instructions
After performing the steps in the pre-installation section, complete the following steps to install the rollup update.
On Provisioning Engine (PE) servers
Perform the following steps on each PE server:

Log in to the PE server as domain administrator.
Unzip the rollup update zip file to a temporary directory.
Browse to the temporary directory, where you have unzipped the rollup update files.
Double-click the Autorun_PE.bat file.
Click OK to complete the installation.
A log file named Install.log is created in the same directory. Open this log file and verify that there are no errors reported. If there are any errors reported for a update packaged in the rollup update, open and check the Install.log and RegisterHotfix.log files located in the Data\Hotfix<number>\PE directory for detailed information about the errors.
Important: If the rollup update installation fails on a server, you need to manually uninstall the rollup update from all other servers on which you have successfully installed it.
The rollup update installation on the PE server is complete.

On Control Panel (CP) servers
Perform the following steps on each CP server:

Log in to the CP server as domain administrator.
Unzip the rollup update zip file to a temporary directory.
Browse to the temporary directory, where you have unzipped the rollup update files.
Double-click the Autorun_CP.bat file.
Click OK to complete the installation.
A log file named Install.log is created in the same directory. Open this log file and verify that there are no errors reported. If there are any errors reported for a update packaged in the rollup update, open and check the Install.log and RegisterHotfix.log files located in the Data\Hotfix<number>\CP directory for detailed information about the errors.
Important: If the rollup update installation fails on a server, you need to manually uninstall the rollup update from all other servers on which you have successfully installed it.
The rollup update installation on the CP server is complete.

Post-installation instructions
After installing the rollup update as described in the preceding section, perform the following steps to complete the rollup update installation:
Enable the Provisioning Engine and Queue Manager services by performing the following steps on any one of the PE servers:

Log in to the PE server as domain administrator.
Unzip the rollup update zip file to a temporary directory.
Browse to the temporary directory, where you have unzipped the rollup update files.
Double-click the PostInstall.bat file.
View the log file StartStopServices.log located in the %SystemDrive% to verify that there are no errors reported.

Perform the Post-installation instructions mentioned in the release notes of the following updates:

Update 1 release notes
Update 2 release notes

++++++++++++++++
Customizing the language pack
If you have applied any language packs on your Unify setup, you must translate the new strings for each installed language. If the strings are not translated, then the MSGIDs are displayed in the control panel instead of the actual strings. For customizing the language pack, translate the newly added strings and add them to the en.hostedcrm4.strings.po file. For information and instructions about customizing the language pack, refer to the customization section in Ensim Unify 4.7.0 Language Pack Installation Guide.
The newly added strings have the following MSGIDs and are located in the en.hostedcrm4.strings.po file located on each CP Server in the %ProgramFiles%\Ensim\Ensim Unify\cp\resources\en-US folder.
MSGID_CRM4_1B1F0BD1
MSGID_CRM4_1B1F0BD2
MSGID_CRM4_1B1F0BD3
Post-installation instructions (Optional)
To complete the update 3 installation, you need to perform the following instructions manually:
On Provisioning Engine (PE) servers

Perform steps below to support separate reporting server for Unify CRM resource.
Perform these steps on all the PE servers.
Login to PE server as domain administrator
Open windows registry
Add Registry Key "ReportingServer" under
HKEY_LOCAL_MACHINE\SOFTWARE\Ensim\Ensim Unify\serviceComponents\HostedCrm4ServiceComponent\backend\
Add new string under ReportingServer key with value same as CRM resource name registered in Unify control panel. Set its value to IP address or name of the new reporting server that should be used as new reporting server.
Perform above step for Unify CRM resources for which separate reporting server is to be configured.
Perform steps below for updating SRS URL of existing organizations on any one PE server. Ensure that step I is already performed.
- Perform these steps on any one PE server
- Browse to the temporary directory, where you have unzipped the rollup update files.
- Browse to the Data\Hotfix3\PE folder.
- Copy UpdateCRMOrganizationSRSUrl.exe to desired location.
- Open command prompt and run UpdateCRMOrganizationSRSUrl.exe by specifying required input parameters.
- This tool will iterate through all the CRM organizations, retrieve reporting server for corresponding CRM resource from windows registry and set the SRS URL property of organization to new reporting server
- Usage:
  UpdateCRMOrganizationSRSUrl.exe <Unify ISP admin> < Unify ISP admin password> <Unify control panel IP> <SSL Enabled> <CRM Service User> <CRM Service User Password>
  <Unify ISP admin>:                         Unify ISP admin control panel login
  <Unify ISP admin password>:            Unify ISP admin control panel password
  <Unify control panel IP>:                 Unify Control panel IP/FQDN
  <SSL Enabled>:                             true, if control panel URL is SSL enabled false otherwise
  <CRM Service User>:                      CRM service user. The same username used to Install CRM deployment services.
  <CRM Service User Password>:         Password of CRM service user
              For example:
              UpdateCRMOrganizationSRSUrl.exe admin@example.com password 10.70.105.2 false crmservice password
- Execution details will be logged in UpdateCRMOrganizationSRSUrl.log file. UpdateCRMOrganizationSRSUrl.Log file will be created in the same folder.

On Control Panel (CP) servers

Perform steps below to allow changing the login URL for logging in to CRM application.
- Perform these steps on all the CP servers
- Open windows registry.
- Add a string with the name "LoginRedirect" under registry key
- HKEY_LOCAL_MACHINE\SOFTWARE\Ensim\Ensim Unify\serviceComponents\HostedCrm4ServiceComponent
- Set value of LoginRedirect i.e. string added in above step to <ResourceName>,<http://$ORGNAME$.RedirectURL$PORT$>;<ResourceName>,<http://$ORGNAME$.RedirectURL$PORT$>
       Where <ResourceName> value same as Unify CRM resource registered in Unify.
       For example:
       If CRM-Resource1 and CRM-Resource2 are registered CRM resources in Unify and RedirectURL is ensim.com, then set the value of LoginRedirect to CRM-Resource1,http://$ORGNAME$.example.com$PORT$;CRM-Resource2,http://$ORGNAME$.example.com$PORT$
       Where
       $ORGNAME$ is placeholder for CRM organization name which will be replaced with appropriate CRM organization name when user clicks Log in to CRM application link in Unify Control Panel.
       $PORT$ is placeholder for CRM port.

On Hosting Server (HS)

Steps below are given with the assumption that steps mentioned in post installation section of update 2 release notes are being performed. Refer Update 2 release notes for more details.
Log in to the hosting server as domain administrator where ConnectCRMUsersToUnify tool is installed.
Unzip the rollup update zip file to a temporary directory.
Browse to the temporary directory, where you have unzipped the rollup update files.
Browse to the Data\Hotfix3\HS folder.
Replace existing ConnectCRMUsersToUnify.exe with ConnectCRMUsersToUnify.exe from Data\Hotfix3\HS.
The update is now complete.
++++++++++++++++

The rollup update installation is complete.
Removing the rollup update
You can remove (or roll back) the installed rollup update by performing the following steps:
Before you begin, perform step 2 mentioned in the Pre-installation instructions section to disable PE and CP server applications.
Important: If the PE and CP software is installed on the same server, perform the CP-related instructions for removing the rollup update before performing the PE-related instructions.
On Provisioning Engine (PE) servers
Perform the following steps on each PE server.

Log in to the PE server as domain administrator.
Open a command window and change to the temporary directory, where you have unzipped the rollup update files.
Run the following command:
cscript.exe Scripts\RollupScript.vbs RollupConfigPE.xml -u
During the un-installation, if an error occurs, it is displayed in a popup window. Click OK in the popup window to resume the process.
Click OK to complete the un-installation.
A log file named Uninstall.log is created in the same directory. Open this log file and verify that there are no errors reported. If there are any errors reported for a update packaged in the rollup update, open and check the Uninstall.log and RegisterHotfix.log files located in the Data\Hotfix<number>\PE directory for detailed information about the errors.
Remove "ReportingServer" string from windows registry under following registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Ensim\Ensim Unify\serviceComponents\HostedCrm4ServiceComponent\backend\
The rollup update un-installation on the PE server is complete.

On SQL servers – Perform restore operation for Ensim_wvh_Configuration database.
On Control Panel (CP) servers
Perform the following steps on each CP server.

Log in to the CP server as domain administrator.
Open a command window and change to the temporary directory, where you have unzipped the rollup update files.
Run the following command:
cscript.exe Scripts\RollupScript.vbs RollupConfigCP.xml -u
Click OK to complete the un-installation.
A log file named Uninstall.log is created in the same directory. Open this log file and verify that there are no errors reported. If there are any errors reported for a update packaged in the rollup update, open and check the Uninstall.log and RegisterHotfix.log files located in the Data\Hotfix<number>\CP directory for detailed information about the errors.
Remove "LoginRedirect" string from windows registry under following registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Ensim\Ensim Unify\serviceComponents\HostedCrm4ServiceComponent
The rollup update un-installation on the CP server is complete.

On hosting servers

Restore earlier version of ConnectCRMUsersToUnify.exe i.e. ConnectCRMUsersToUnify.exe from update 2
After uninstalling the rollup update from all the servers, perform the step 1 mentioned in the Post-installation_instructions section to complete the rollup update un-installation.
The rollup update rollback is complete.

Known Issues

Information related to new feature of supporting Unify CRM organization domain name starting with number is not included in online help(62106)
History trail is missing at user level for CRM specific link. (62056)
Re-provisioning user with CRM service fails with "Unable to process server request error". (62110)
Organization usage report contains usage for number of organizations. This information can be ignored as it is redundant. (62055)
following online help links are not working. (62076)
http://ControlPanel-FQDN/cp/help/ISPadmin/Services/hostedcrm4service/1.0.0/index.htm?toc.htm?20074.htm
http://ControlPanel-FQDN/cp/help/ISPadmin/Services/hostedcrm4service/1.0.0/20062.htm
The Unify CRM service manager does not support moving CRM organization across resources. Online help contains page related to move CRM organization feature. This page can be ignored. (1089162)
You will get "Object Reference not set" error when following sequence of action is performed in internet explorer. (62066)
Login as ISP admin. Select any organization having CRM service and click autologin.
Click list user and select any user having CRM service and click autologin.
New browser window will be opened when "login in to your CRM application server" link is clicked.
Click logout in the window opened in above step.
Click to any tab/link in original window.

Known limitations

CRM organization creation may take 10-15 minutes. CRM organization creation may fail if concurrently CRM service is provisioned to multiple organizations. Perform organization creation operations with delay in between.(62107)