Sage SalesLogix

Sage SalesLogixWhat’s New in Sawgrass

Data Safeguarding

Data Safeguarding Remotes

Sage Proprietary & Confidential – Content Subject to Change

• 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.

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


Manage SpeedSearch Indexes

• Secures each index


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


Password Security for Web


LAN LFL Password options are enforced

Application Architect

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


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


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


Application ArchitectAction Editor


Application ArchitectForm Designer RMB Menu• Contextually

manage actions• Contextually

manage controls and rules


Application Architect C# Snippet Action Item


Application Architect Multiple portal types• Service (SData), Mobile, Lead Capture, …• Reduces what gets deployed - just minified pieces


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


Application ArchitectConfigurable Context Menu• Configure group tab context menu from App Architect


Application ArchitectContact List Context Menu• Configure contact list menu


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


Platform

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


Platform Long Running Job Manager

• Resolve issues with Timeouts• Solve for Scheduled services Issues• Start of Application Server


Platform Mashup• SQL transformers – scenario for mobile to integrate


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


Platform SpeedSearch Improvements• Add more OOtB indexes – ACO, other entities• Add UNC path for indexes for NAS• Updated UX for search results


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


Sage SalesLogix

Documents

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