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crminthefield: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 14
Источник: http://blogs.msdn.com/b/crminthefiel...rollup-14.aspx
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We're proud to announce that all packages for Microsoft Dynamics CRM 2011 Update Rollup 14 were released on Thursday, July 11th, 2013 to the Microsoft Download Center! The Update Rollup 14 packages should appear on Microsoft Update on or about July 23rd, 2013.
Update Rollup 14 Build number:
5.0.9690.3557
Update Rollup 14 Microsoft Download Center page
Here's the "Master" Microsoft Dynamics Knowledge Base article for Update Rollup 14: (KB 2849744). Going forward, the plan is for the Master Knowledge Base article for CRM 2011 Update Rollups to be published a bit in advance of release to aid planning.
On Friday, July 12th, 2013 Greg Nichols and Ryan Anderson from the Microsoft Premier Field Engineering will provide information about:
- The release of Update Rollup 14 for Microsoft Dynamics CRM 2011
- New fixes made available In Update Rollup 14
at 9 AM Pacific time on BlogTalkRadio during their Microsoft Dynamics CRM 2011 Update Rollup 14 Podcast.
Note regarding Podcasts: You can make our CRM Premier Field Engineering podcasts available on Zune by using the RSS feed below. In the Zune software, go to Collection -> Podcasts and click on the Add a Podcast button on the lower left, then enter the url for the RSS feed: http://www.blogtalkradio.com/pfedynamics.rss. After that, you can adjust the series settings like any other podcast, so you can sync with your smartphone or Zune.
Update Rollup 14 news!
Unlike some earlier Update Rollup releases like Update Rollup 6 and 12, Update Rollup 14 does not add major functionality changes. It is a collection of fixes for issues reported by customers or found by Microsoft's Engineering Team, plus changes to provide support for related technology components. No new support for the technology stack that CRM 2011 relies upon was added via Update Rollup 14, but as per the Microsoft Dynamics CRM Compatibility List Update Rollup 13 provided support for:
Note: to install Microsoft Dynamics CRM on a server running Windows Server 2012, you must install the latest SHS (Self-Healing Setup) package hosted on the Microsoft Update site when you are prompted to "update install files" during CRM setup. This SHS package is also needed for upgrading a Windows Server to Windows Server 2013 when CRM 2011 is already installed. For more details on the last scenario, see:
How to upgrade a Microsoft Dynamics CRM Server application to Windows Server 2012
Update Rollup 12 news that you need to know because Update Rollups are cumulative, so these significant changes are also in Update Rollup 14!
- UR12 includes the "Microsoft Dynamics CRM December 2012 Service Update" See:
- Additional cross-browser compatibility provided
- The December 2012 Service Update component of Microsoft Dynamics CRM 2011 Update Rollup 12 introduces additional browser compatibility for Firefox, Chrome, and Safari
- Indexes added to support the Update Rollup 10 Quick Find Optimizations
- Update Rollup 12 includes new indexes for the following entities in the Quick Find Search Optimization feature. To fully reap the benefits of the platform changes included in Update Rollup 10, indexing is needed. The indexes created are listed below:
- Cases
- Opportunities
- Competitors
- Contact (the Phone Number fields)
- Business Unit
- Connection
- Connection Role
- KB Article
- Lead
- Product
- Sales Literature
- These indexes are created during the Update Rollup 12 installation and you may notice that part of the installation will take longer to complete. The reason for this is that the indexes need to be populated and based on the size of your dataset the completion time will vary
- Enhancements to Activity Feeds
- The enhancements made to the activity feeds include a new feature called Like/Unlike
- With this feature, you can express your immediate feedback about a post
- For more information, see Like/Unlike
- Updated User Experience for Sales and Customer Service and Product Update Functionality for Microsoft Dynamics CRM Online
- The Microsoft Dynamics CRM December 2012 Service Update introduces a variety of new features and functionality, including an updated user experience. For Sales and Customer Service users, the updated user experience provides a new process flow visualization, which appears at the top of the forms, such as the Opportunity , Lead or Case form. The process flow guides users through the various phases of the sales and customer service processes
- For trials and subscriptions initiated after December 2012, the updated Sales and Customer Service user experience is included by default. Existing Microsoft Dynamics CRM Online customers have an option of adding the updated user experience to the Opportunity , Lead and Case forms by installing the Product Updates. This lets Administrators install selected feature updates based upon the specific needs of their organizations. The Product Updates are installed by using the Microsoft Dynamics CRM web application; they cannot be installed programmatically
- For more details, see What's New for Developers for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online
- Custom Workflow Activities for Microsoft Dynamics CRM Online
- Developer Toolkit Support for Microsoft Visual Studio 2012
- The Developer Toolkit for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online now supports Microsoft Visual Studio 2012. The installer can be found in the SDK download in the sdk\tools\developertoolkit\ folder
- Microsoft Dynamics CRM 2011 Software Development Kit (SDK) updated for Update Rollup 12 (version 5.0.13)
- Bulk Data Load performance enhancements
- To support bulk data load scenarios, this release introduces the ExecuteMultipleRequest message. This message supports the execution of multiple message requests using a single web method call. ExecuteMultipleRequest accepts an input collection of message requests, executes each of the message requests in the order they appear in the input collection, and optionally returns a collection of responses containing each message’s response or the error that occurred. Processing requests in bulk results in lower network traffic and higher message processing throughput
- For more information, see Use ExecuteMultiple to Improve Performance for Bulk Data Load
- Activity Feeds changes
- Microsoft Dynamics CRM Activity Feeds provide real-time notifications and quick sharing of information through short updates. These updates appear on your personal wall in the What's New area of the Workplace . Activity Feeds enable you to follow and learn about important activities that take place around people, accounts, contacts, leads, and anything else that you care about
- Updates can be posted manually by you, or automatically based on predefined system rules through a workflow. Activity Feeds can also be posted to by external applications through the Microsoft Dynamics CRM web services API. Activity Feeds expose Microsoft Lync real-time presence functionality so that you can initiate communication activities such as IM, phone calls, and emails. For more information, see Activity Feeds Entities
- More performance and stability-related fixes, including fixes to the CRM Client for Microsoft Outlook
- Contains all hotfixes / updates released in earlier Update Rollups
- Quick Find performance optimizations and EnableRetrieveMultipleOptimization SQL query performance optimizations (originally released in Update Rollup 10)
For Microsoft Dynamics CRM business solutions that include an entity with a large dataset, record retrieval and grid rendering performance can be negatively impacted for users that do not have global access to all records associated with that entity. Code changes to mitigate this behavior first appeared in Microsoft Dynamics CRM 4.0, and have been fine-tuned since then.
With Microsoft Dynamics CRM 2011 Update Rollup 10 and later, big advancements have been made to optimize the performance of queries against large datasets by adjusting specific “statistical” settings to address the issue. Should this fail to achieve desired levels of performance, adjust the value associated with EnableRetrieveMultipleOptimization (ERMO) setting. You may have heard these changes described at this year's Convergence.
A first step in efforts to optimize the performance of queries against large data sets is to make adjustments to the “statistical” settings that affect the behavior of RetrieveMultiple queries. Although you can configure these settings by modifying the Windows Registry (under HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM) on the each of the Web servers that is used in a deployment, we recommend that these settings be configured by using the OrgDbOrgSettings, which will ensure that the configuration applies to a specific organization. For additional information about configuring these settings by using the OrgDbOrgSettings, and to download the tool that makes the OrgDbOrgSettings changes you desire, see the Microsoft Knowledge Base article titled "OrgDBOrgSettings Tool for Microsoft Dynamics CRM 2011" (KB 2691237)
If making adjustments to these settings does not yield satisfactory levels of performance, then consider adjusting the value of the EnableRetrieveMultipleOptimization (ERMO) setting. The ERMO setting is commonly used to limit the duration of certain long running queries; specifically, to overcome issues related to local or deep business unit access within Microsoft Dynamics CRM 2011 security roles.
Many more details describing appropriate scenarios for the available settings are already available via the Microsoft Download Center in a revised version of the whitepaper "Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure", in the sections “Optimizing the Performance of Queries against Large Datasets” and “Optimizing the Performance of Quick Find Queries”. The details will appear in the MSDN version of this whitepaper as quickly as possible.
NEW RELEASE REGARDING OrgDbOrgSettings!
You're probably familiar with the OrgDbOrgSettings command line tool (mentioned above) released by the CRM Product Group in the "Tools" package that is updated and released with each set of Update Rollup packages. With it, you configure some .xml and call your .xml with the command line utility described in KB 2691237. However, you may be daunted by configuring this .xml, to the point that you may not use the tool, or use it minimally - not exploring the many options outlined in KB 2691237 that may be of use to you. Well, the Microsoft Dynamics PFE team now has another option for you! By popular demand, our esteemed CRM PFE colleague Sean McNellis has developed a tool - a CRM 2011 managed solution - that provides you with an easy-to-use GUI with which you can configure all of the options outlined in the Knowledge Base on a per-tenant basis. Feel free to download it, install it, and check it out... I sure use it!
This is a FREE downloadable tool - the "Dynamics CRM 2011 Organization Settings Editor". Check it out; the download page has screenshots and information that will help you make good use of the tool. Sean has also published a Premier Field Engineering blog: "Azure Mobile + JavaScript + WebResources = Easy Editing of OrgDBOrgSettings in Dynamics CRM 2011!" to share more details on the tool.
Thanks, Sean!
General Update Rollup Notes:
- Testing Update Rollups: Best Practices
- Premier Field Engineering recommends treating Update Rollup 12 testing like to a new, major CRM release because of the introduction of new functionality introduced with the December 2012 Service Release. Do all the standard testing like you generally do for all UR’s, but then also all the functional and performance testing that you would do with a new major release
- The “general rule of thumb” for test plans for Update Rollup installs are:
- Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
- Consider using the Performance Toolkit for Microsoft Dynamics CRM 2011 to simulate your production user load in your testing environment, to shake out any performance-related issues early
- Test using the permissions your end-user roles (most restrictive) have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
- Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB functionality or customizations done from within the UI
- Microsoft Dynamics CRM 2011 Custom Code Validation Tool
- Consider familiarizing yourselves with this tool… though the download page mentions Update Rollup 9, it hasn’t had much utility until now since the UR9 changes mentioned in the summary below were never released until UR12:
- Microsoft Dynamics CRM 2011 Custom Code Validation Tool
- Use the Microsoft Dynamics CRM 2011 Custom Code Validation Tool to identify potential issues with custom JavaScript in JavaScript libraries and HTML web resources. The Microsoft Dynamics CRM Online Q2 2012 Service Update and Microsoft Dynamics CRM 2011 Update Rollup 9 include significant changes in the web application in order to be able to support a variety of browsers such as Safari, Chrome, and Firefox. When using JavaScript code in Dynamics CRM, it is possible that some code will stop working or cause an error when you upgrade. The Microsoft Dynamics CRM 2011 Custom Code Validation Tool helps identify potential problems so that a developer can fix them
- Update Rollup 12+ require Microsoft .NET Framework 4
- Update Rollup 6 established a new servicing baseline. This will enable uninstalls of some future CRM 2011 Update Rollups, but this also means that Update Rollup 6 is prerequisite for installation of all future Microsoft CRM 2011 Update Rollups starting with Update Rollup 7
- A database created with Microsoft Dynamics CRM 2011 Update Rollup 6 or a higher version cannot be imported to a deployment of Microsoft Dynamics CRM 2011 Update Rollup 5 or an earlier version. This scenario is not supported. Best practice is to import databases or customizations between environments that are at the same Update Rollup level
- As Update Rollup 14 is cumulative, containing all changes released in earlier Update Rollup releases, it also contains the Dynamics CRM Q4 Service Update features released via Update Rollup 6. Some of these features include:
- Outlook Client Updates:
- Dialog Enhancements
- Data Visualization Enhancements:
- Chart Designer Enhancements
- New Chart Types
- Data Management Enhancements to:
- Auditing
- Duplicate Detection
- Activity Feeds
- Listening in on important activities in Social Media that take place around the people, accounts, contacts, leads or opportunities that you care about, including a Windows 7.5 phone application: "Business Hub"
- Update Rollup 5 does not install Activity Feeds:
For more information about the Dynamics CRM Q4 2011 Service Update features, consult:
Update Rollup 14 packages are available for download via:
- The Update Rollup 14 Microsoft Download Center page (released July 11th, 2013)
- The Microsoft Update Catalog - all packages have a planned release date of July 23rd, 2013
- The Microsoft Update detection / installation process
- Note: Microsoft Dynamics CRM 2011 Updates will be pushed via Microsoft Update as Important updates
- Client packages installed manually by downloading the packages and running install will require local administrator privileges. If the client packages are installed via Microsoft Update or SCCM (System Center Configuration Manager), they will not require local administrator privileges
- Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally. WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
- For help with installation please see the Installation Information section of the Update Rollup 14 "master" Microsoft Knowledge Base article
- Please review my teammate Shawn Dieken's superb (and recently updated) blog posting "How to install Microsoft Dynamics CRM 2011 without an Internet Connection" which provides details on how to set up an install on a machine without access to the Internet
- Please review my former teammate Jon Strand's equally superb blog posting "CRM 2011: Silently Installing Update Rollups" which provides details on installing CRM Outlook client update rollups "silently" in order to limit end-user interruption
for these CRM components:
NOTE: On Jan. 20th, 2012 these installation files were updated to include CRM 2011 Update Rollup 6 (Build 05.00.9690.1992)
Microsoft Dynamics CRM 2011 Update Rollup 14 Prerequisites:
- Essentially the prerequisites listed in the Microsoft Dynamics CRM 2011 Implementation Guide download or online versions for the various CRM components serviced
- You must have Microsoft Dynamics CRM 2011 Update Rollup 6 installed (build 5.0.9690.1992) to apply this Update Rollup
Note regarding Microsoft Dynamics CRM Stack Technology Compatibility:
Do you want to know if certain Service Packs or versions of a Microsoft product are supported with Dynamics CRM? Now we have all of this in one “living" Knowledge Base article: the Microsoft Dynamics CRM Compatibility List. For example, you can use this KB article to determine the latest Microsoft SQL Server major version and Service Pack that is supported. Microsoft lists new products like Internet Explorer 10, Microsoft Windows 8, and Microsoft Office 2013 Preview as TBD until testing is complete; generally near General Availability (GA) of that product.
Issues resolved via Microsoft Dynamics CRM 2011 Update Rollup 14:
Microsoft Dynamics CRM 2011 Update Rollup 14 is the thirteenth (considering that Update Rollup 9 was not released publicly) of a series of cumulative Update Rollups that include fixes for the issues that are or will be documented in the "Master Knowledge Base Articles" for CRM 2011 Update Rollups. As they are cumulative, Update Rollup 14 contains all fixes shipped via Update Rollups 1-14, including fixes that were never publicly released via Update Rollup 9.
Hotfixes and updates that were released as individual fixes before the Update Rollup 14 release:
The following issues were fixed and delivered to requesting customers prior to Update Rollup 14 release as Critical On Demand (COD) fixes and are included in Update Rollup 14:
- When you add recipients to an activity record, the record is unexpectedly shared to all the recipients
- When you create a telephone call, the From value is not updated by a pre-operation plug-in
- A stack overflow occurs at the zero line in a Microsoft Dynamics CRM 2011 Outlook client
- When you import text data, a "SecLib::CheckPrivilege" error occurs
- Replies and forwards of a tracked email message are tracked unexpectedly in Microsoft Dynamics CRM
- Assume that you run the Set Regarding function on an item in a Microsoft Dynamics CRM 2011 Outlook client. After you cancel the Set Regarding wizard, the item is tracked unexpectedly
- After you import a managed solution in Microsoft Dynamics CRM, labels on the form for the solution display incorrect information
- Assume that a data import operation fails for some records in a nondefault organization. When you try to export the failure history, you receive an error message that states that the record is unavailable
- The web service definition language (WSDL) information for the Organization.svc file is unexpectedly returned with secure sockets layer (SSL) offloading
- When you change properties in a "send email" or "create email" step in a workflow, an exception error occurs
- A "Should never reach this point" exception error occurs during the BackgroundSendEmail process
- After you propose a new time for a recurring appointment, the recurring appointment is converted to a nonrecurring appointment
- When events in a Wait Until condition are met, the condition is not triggered
- When you start to track a contact that was tracked previously in Outlook, a Duplicate Record dialog box appears
Other fixes released via CRM 2011 Update Rollup 14:
- Better performance around User and Team caching
- For example, a user is a member of 15,000 teams. You login as this user and it takes a long time to cache all the data
- If you login as another user, you see the same problem due to clearing the cache
- "Show Selected Views" does not work in CRM Dashboard
- Description field in activity views shows HTML style information
- Description field and notes are not displayed correctly during Print Preview after Update Rollup 12
- When you perform a Quick Find search in Outlook, the columns shown in the view are the intersection of the columns from the previous view that was shown in Outlook and the Quick Find view definition
- This differs from what you see when you do a search in the web client
- After the search is run, no columns are displayed because the specific column is not included in the Quick Find view
- WRPC token is missing when you use SharePoint Integration
- Adding a mail template in CRM after Update Rollup 12 causes errors
- Rich Text Editor errors occur when you paste content during creation of mail merge templates in CRM 2011 online
- My Team Members' Activities view displays incorrect results through CRM for Outlook client
- AddressBookMaterializedViewsEnabled triggers a crash if entity does not have an email address
- Outlook folders are filtered only per the user’s security, and does not take into account the security of the team the user is a part of
- SQL CE connections in 32-bit versions of the Microsoft Dynamics CRM 2011 Client for Outlook are not being released
- Memory errors in 32-bit CRM for Outlook when you go offline
- Templates are applied to distributed campaign email messages despite being deselected
- Formatting exceptions occur during data import
- Microsoft Dynamics CRM Reporting Extensions Data connector platform traces are not written when SSRS is on a separate computer from CRM
- Double quotation marks are changed to single quotation marks in KB articles
- When OverrideTrackInCrmBehaviour is enabled, you can't untrack email in CRM Outlook Client
- "Show only my records" in lookup dialog box doesn't always show just my records
- When you click View existing record in CRM in the Outlook client, nothing happens
- Errors occur when you send direct email in CRM outlook client while you're offline
- Sum of currency type field displays an incorrect currency symbol
- Outlook Quick Find displays Filter Criteria incorrectly after Update Rollup 12 is installed
- User can publish articles without the Publish article permission
- Email router stops processing email messages after it encounters a message that does not have a From field value
- Printer prompts for 8.3" x 11" paper when you print a report that was created in the report wizard
- Deleting entity triggers System.Array.Copy throws ArrayTypeMismatchException
- Base64 attributes are returned as MemoAttributeMetadata instead of as StringAttributeMetadata
- Excel sheet name isn't shown correctly on Update Rollup 12 when Advanced Find results are exported to Excel
- Lync presence icon is missing from Grid View/Form controls
- Microsoft CRM ribbon disappears in Outlook 2007 clients
- Process with condition on email recipient fails if recipient is unresolved
- Tasks tab is blank in the Synchronizing dialog box when you go offline
- Updating individual occurrences of a Recurrence Meeting breaks recurrence
- Outlook client crashes when you try to add email activity to order from the Outlook Client
- "Error in LoadSiteWideSettings" error when you start Deployment Manager
Hotfixes and updates that you have to enable or configure manually
Occasionally, updates released via Update Rollups require manual configuration to enable them. Microsoft Dynamics CRM Update Rollups are always cumulative; for example, Update Rollup 14 contains all fixes previously released via Update Rollups 1-13 as well as fixes newly released via Update Rollup 14. So if you install Update Rollup 14 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-14:
- Update Rollup 1: no updates requiring manual configuration
- Update Rollup 2 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
- 2535245 RetrieveMultiple optimization for basic depth needed for local and deep depth read privileges in Microsoft Dynamics CRM 2011
- NOTE: see comments near the beginning of this blog regarding significant rework to EnableRetrieveMultipleOptimization released in Update Rollup 10
- Update Rollup 3: no updates requiring manual configuration
- Update Rollup 4: no updates requiring manual configuration
- Update Rollup 5: no updates requiring manual configuration
- Update Rollup 6 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
- 2664150 Steps to clean up the PrincipalObjectAccess table in Microsoft Dynamics CRM 2011 after Update Rollup 6 is applied
- Update Rollup 7: no updates requiring manual configuration
- Update Rollup 8: no updates requiring manual configuration
- Update Rollup 10 (includes hotfix components of Update Rollup 9): no updates requiring manual configuration to enable, but
- Note my above comments regarding ERMO (EnableRetrieveMultipleOptimization) option configuration via registry keys or (preferred) OrgDbOrgSettings updates
- This information supercedes the information in KB 2535245, which discusses EnableRetrieveMultipleOptimization enhancements shipped in CRM 2011 Update Rollup 2
- Update Rollup 11 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
- 2820838 Microsoft Dynamics CRM E-mail Router Rule Deployment Wizard does not work in an Exchange 2003 and Exchange 2010 mixed environment
- Update Rollup 12 for Microsoft Dynamics CRM 2011 contains the following update that you must enable or configure manually - details on enabling or configuring can be found in this Microsoft Knowledge Base article:
- 2820835 Sync the private property from Outlook appointments to Microsoft Dynamics CRM 2011 with Update Rollup 12
- Update Rollup 13: no updates requiring manual configuration
- Update Rollup 14: no updates requiring manual configuration
Mismatched Update Rollup versions within a Microsoft Dynamics CRM deployment
In a scenario where you may be running many client workstations with Microsoft Dynamics CRM 2011 for Microsoft Office Outlook, a common question is whether it is supported to run mismatched versions. For example, where Update Rollup 5 has been installed on the CRM Server but the Outlook clients are still on Update Rollup 1, or where Update Rollup 1 is on the CRM server but due to updates available to the Outlook client you have decided to install Update Rollup 6 on the clients without installing Update Rollup 4 on the server.
The general rule of thumb is to try to keep the versions in sync as much as possible, and we recommend that you avoid deltas of more than one version between client and server. So ideally, you would be running Update Rollup 14 server with Update Rollup 13 or 14 on your Outlook client. However, it is permissible (though not recommended as a long-term solution) to run mismatched Update Rollup versions on Outlook client and server, as Microsoft does do some testing of such combinations.
However, regarding the other Update Rollups (for example Rollups for the Microsoft Dynamics CRM 2011 Email Router or Microsoft Dynamics CRM 2011 Reporting Extensions), it is not supported nor recommended to run mismatched versions. A best practice is to update these components at the same time you update your CRM Server. Do the best you can to keep these Update Rollup versions in sync.
For more information, see the blog posting "User experience while accessing CRM 2011 application servers while Update Rollups are being applied"
Internet Explorer 10, Windows 8, Office 2013, and Windows Server 2012 Compatibility
The Microsoft Dynamics CRM Engineering team consistently Microsoft Dynamics CRM 2011 against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft releases enhancements via future Microsoft Dynamics CRM 2011 Update Rollups or new major version releases to assure compatibility with future releases of these products.
Greg Nichols
Premier Field Engineering
Microsoft Corporation
    
Источник: http://blogs.msdn.com/b/crminthefiel...rollup-14.aspx
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12.07.2013, 07:13
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