Efficy Overflow Q&A - Recent questions tagged migration

Export to excel on the extranet (migration from 10sp2+ to 12.0)

Fri, 15 Oct 2021 08:59:23 +0000

Hello Everyone,

I need to migrate the function 'export to excel' on the extranet.(10SP2+ to 12.00)

On 10SP2, The function used to generate the excel was :

<%GetDataGrid(queryhandle="%%GetArgument('queryhandle')", xls=true,
 translate=true)%>`

(=>it generates an html page in 12.00)

To migrate to 12.0:

I changed the function to GetExportGrid:
<%GetExportGrid(columndefs="macros/ExportColumns.txt", queryhandle@="queryhandle", maxgridrows=-1, translate=T)%>
I copied the standard ExportColumns.txt content to extranet/macros/ExportColumns.txt.
I send the columns names through url or form/post (as in standard version)

RESULT : an excel file is indeed created . However, header cells are wrongly named ExportColumn0..1..2, and other cells are empty.

I do think that the problem comes from columndefs file which is not found. However, I did try multiple combinations but none worked.

Have you ever implemented that function on the extranet(11.00+), or do you have any idea how I could solve my problem?

Thanks.

Best regards.

Loading form depending on manager attached into an opportunity.

Mon, 16 Aug 2021 15:47:00 +0000

I need to migrate a macro from 11.0 version to 12.0.
Previously the key of the form was loaded by a loadServerJs + RunScript ConsultSectionsForm.Oppo {[<%LoadServerJs("functiontags/userrole")%><%RunScript("getConsultFormOppo")%>]}
The script still working because if it call into an other macro the number is well call back with number.
The problem is that the same call into a 12.0 version return an Efficy error.
TTagGetFormSections - Incorrect Value "<%LoadServerJs("functiontags/userrole")%><%RunScript("getConsultFormOppo")%>" for Argument "FORM"

Call GetFormSections(form=<%LoadServerJs("functiontags/userrole")%><%RunScript("getConsultFormOppo")%>, consulthandle=10, fielddefs=FormFieldsConsult, start=0, end=0, noformbounds=T, nosectiontitle=T, class=main small-12 medium-5 columns)

does any one of you already migrated the kind of custom ?

Corporate 2021 : Migration des graphiques

Fri, 02 Jul 2021 14:08:32 +0000

Une des nouveautés de la v2021 est qu’un graphique peut afficher plusieurs indicateurs en même temps.

Afin que cela soit possible, un nouveau champ multivalué a été créé appelé SdiIndicators.
Et la liste de recherche SNADISPLAY modifiée à cet effet contient un insource com.edeal.frontline.helper.custom.CustomListSnapshotDisplay dont le traitement fait appel à la table MvaSdiIndicators.
Dorénavant,afin d’afficher les anciens graphiques dans la recherche, une migration est nécessaire de SdiSnaID vers SdiIndicators.
Rien de plus simple :
1.Récupérer le SdiID d’un graphique à migrer
2.saisir dans la barre du navigateur : //read_snapshotdisplay.fl?id=********">https:////read_snapshotdisplay.fl?id=********
3.Migration auto

https://overflow.efficy.io/?qa=blob&qa_blobid=12157724768338941439

Efficy 12.0 MacroEditS.txt where is the code of JsScriptsTRW.Cont and JsScriptsTRW.Comp ?

Fri, 14 May 2021 08:00:47 +0000

Dear all,

I was checking custom of a customer to migrate them to Efficy 12.0 and I remarked that the MacroEditS.txt following macros have disappeared :
- JsScriptsTRW.Cont
- JsScriptsTRW.Comp

I search where the code has been moved to (editView/ Commands) but I could not find it.

Can you please point me to the right direction ?

How does Efficy application choose what Oracle client should be used? (10.2 , 11.2 ?)

Fri, 05 Jul 2019 09:50:33 +0000

Hello,

In the scope of migration from Efficy 10.2 to 11.2 I am facing some challanges with the Oracle client upgrade 32bit -> 64bit

Problem : At the client we have 20+ production servers and they have to be updated in rather short time. In case of unforeseen issues with the upgrade the impact on downtime of Efficy PRD is big.

To diminish this impact we thought about the following solution :
- Install 64 bit version server by server before the migration day
- inside the PATH variable specify 32 bit version and not 64
- during the migration day switch PATH from 32 to 64

Questions :
Do you see any flows in the foreseen solution ?
How does exactly Efficy choose what oracle client should be used ?
Is it possible to specify explicitly to Efficy application, what version should be used ?

Thank you in advance,
Best regards,
Vladimir

< # ERROR: T.escapeHtml is not a function # > in Chronos

Thu, 12 Jan 2017 16:33:52 +0000

< # ERROR: T.escapeHtml is not a function # > in Chronos

This error message is coming in every Chronos tab (Companies, contacts, incidents, ..)

Force disable Compatibility view setting for Efficy 10.

Thu, 24 Nov 2016 15:33:40 +0000

We are currently working in a big Efficy 2012 upgrade project.

The client have strong security settings and the most part of Efficy user are nomad (then GPO used is quite complicated).

According that Efficy 2012 require IE compatibility view enable and Efficy 10 require IE compatibility view setting disable, why we don't specify a meta tag to force Compatibility view disable?

Thank's in advance for your response.

What about this in Efficy 10 ????

Tue, 11 Oct 2016 12:47:35 +0000

Geoffrey,

this is not working after uprade to Efficy 10.
What do we need to change to make it work ?

What options are available to add custom icons to Efficy 2014/10

Fri, 22 Jul 2016 12:59:38 +0000

What is the smartest way to import new icons in efficy in order not to have migration issues?

Upgrade to Efficy 10 – Migration guide & Best practices

Tue, 14 Jun 2016 12:53:04 +0000

Hello,

Is there any migration guide or best practices about migrating from Efficy 2012 or 2014 to Efficy 10?

How to add a new profile in Outlook after a migration

Thu, 31 Dec 2015 11:28:54 +0000

How to add a new profile in Outlook after a migration

how to merge a template for multiple contacts ?

Tue, 02 Jun 2015 07:45:35 +0000

Hello,

In a document with 10 contacts, i would used a Template to create a one document with 10 pages (1 per contact)

How a template could be used to generate 1 page per contact :
- options in function MergeTemplate ?
- using a detail table ?
- other ideas?

For information, this feature was standard (and therefore used) in elink.

Empty Agenda after migration to Efficy 2014

Thu, 02 Apr 2015 08:00:31 +0000

Hi,

I have migrated a customer's DB from Efficy 2012 summer to Efficy 2014 and when I open the agenda no appointment appears. Any new one is not displayed either.

But I can see them in the Agenda widget on home page.

An Idea?

Thanks and regards
Anne

Exchange migration from external to Efficy server

Wed, 25 Mar 2015 10:10:57 +0000

Hi,

A prospect has his Exchange mailboxes hosted externally. In a proposal of Efficy implementation I have to evaluate the workload for the transfert to Efficy Exchange server.

My questions are:
- What is the process
- what are the problems that can be faced
- What is the estimated workload per mailbox

Thanks and Regards
Anne

How to Migrate the function BeforeSubmit(ApplyChanges)

Tue, 10 Feb 2015 12:19:53 +0000

Dear All,

I have to Migrate some functionnalities contained in the BeforeSubmit from Efficy 2012 EntityEdit.htm page to Efficy 2014.

I check where I could insert this code and I have 2 possibilities (or more...) :
1- Instert it into MacroEditS.txt : But since I eard that this file will not be used in next version I don't think it is a good idea.

2- I remarked that there was a Macro in MacroEdit.txt that is commented, can I insert the BeforeSubmit function directly in this Macro ?

EditScriptsCustom {[
<%UseScript('demo/Test')%>
<script>
    $(document).ready(function(){
        alert('Loaded !');
    });
</script>
]}

If there is any other way can you please describe it below.

Best Regards,
Stéphane R.

How to apply the modification done on a Development Database to a production Database (Upgrade) ?

Mon, 26 Jan 2015 08:36:50 +0000

Dear all,

I have to do the migration from Efficy 2012 summer to Efficy 2014.

For those that are working with Efficy 2014, I would like to know how to trace the changes in the database in order to redo them when we will go live.

I heard there was a tool for that in 2014 but I don’t which one and how to use it.
Could you please point me in the right direction ?

If you have any other good advice in order to migrate a DB and Custom to 2014 they will be greatly appreciated.

Best Regards,
Stéphane RONCIN