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Version 9.21

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Upgrade Steps

Upgrading to version 9.21 requires, at a minimum:

  • Reading prior version release notes back to the version you are currently using. All releases are cumulative, so you get everything since the last release. The following changes have been made to Theatre Manager since version 9.20
  • Selecting a quiet time or a dark day to update.
  • Install TM on all workstations. This is a walk around install.
  • There are 7 web page changes - 3 are needed to correct an issue in print at home tickets with the second generation theatre manager server and others fix some other small display issues and should be installed.
  • Read the suggestions for 'Things a venue may need to do' at the bottom of each release.
All feature changes, enhancements are optional and this version could be implemented at any future time.

Key Changes in Version 9.21.00

  1. The postgres database server installer has been updated to 9.2.4 in response to the latest update from the Postgres software foundation. It addresses a possible denial of service/data corruption issue if a hacker sends a specific malicious command to the server. Since all venues are behind a firewall, such an attack could only come from an internal employee - which is highly unlikely. We suggest updating to 9.2.4 (or 9.1.9, or 9.0.13) at your earliest convenience - independently of updating theatre manager. Upgrading postgres is NOT mandatory for this version of Theatre Manager, so you can update Theatre Manager without updating Postgres database server.
  2. There is a new version of the Second Generation TM Server to accompany Theatre Manager 9.21. If you are using the second generation server, you must also update it if you update Theatre Manager.
  3. The mechanism to aggregate volunteer hours onto the marketing record has changed to improve accuracy in the totals. They will be recalculated on update. In addition future hours are tracked

Point Release Version History

Point releases are minor version fixes and small enhancements to any particular version.

  • 9.21.00 - April 7, 2013
  • 9.21.02 - April 14, 2013 (needs TMServer 0.32.4 or later)
  • 9.21.03 - April 15, 2013 (needs TMServer 0.33.0)
  • 9.21.04 - April 18, 2013 (TMServer 0.33.2)
  • 9.21.05 - April 24, 2013
  • 9.21.06 - April 29, 2013
  • 9.21.07 - May 1, 2013 (TMServer 0.33.4)
  • 9.21.08 - May 6, 2013
  • 9.21.09 - May 9, 2013
  • 9.21.10 - May 22, 2013 (TMServer 0.33.11)

Facility Management and Hour Tracking

  • Added two new fields to track hours allocated to tasks in future years. This makes hour tracking the same as future year donations and can be searched in the marketing and activity records. It also resolves a display issue where future year totals were getting displayed as hours that were over 6 years ago. This would be a rare situation and would only occur if a venue schedules staff/volunteers that are for the next fiscal year.
  • The marketing and volunteer activity windows now show the 'future' hours scheduled for a volunteer
  • To-Do's can now be part of a duplicated project.
  • If changing a billing field is disallowed, then the button that would allow breakdown of those hours is also disallowed
  • Add help links to windows where inventory tracking of a resource can be enabled and disabled (9.21.02)
  • Fix a possible out of balance situation where some resource transactions (REF, RET) were being create before the original sale had been posted. (9.21.04)
  • Fix a situation where the order balance was not always update if the resource amounts changed on a task. (9.21.04)
  • When a resource is duplicated, the resource inventory is now reset on the duplicated item (9.21.04)
  • The Unit of measure code table is now available across all outlets (9.21.04)
  • Fix a small display issue on a number of windows turning a series of tasks in a list into a project. It no longer displays the project in the list of tasks (9.21.05)
  • Fix the display of events on large monitors for those events on a monthly calendar that runs over many months. The ghost of the event is now fully filled with the proper colours (9.21.07 - must walk around install on workstation to get this feature)
  • Fix the security setting on the project date fields (9.21.07)
  • Fix to printing a calendar (9.21.08)
  • On the volunteer history window, the Cancel button on the toolbar and the cancel button at the bottom of the screen now perform exactly the same action (9.21.07)
  • On the volunteer history window, changed the warning message for length of task from 6 months to 13 months as there are a number of tasks that are a year or so long (9.21.09)
  • On the volunteer history window, improve setting dates and times to default the time to 12am and 11:59pm if nothing supplied by the user on the from and to dates. (9.21.09)

Reports

  • Add Patron number and Phone Number to the pledge reminder report
  • Fix to show all transactions on the transaction history reports. In certain cases, a donation or fee based transaction might not appear if the actual donation or fee was deleted (9.21.02)
  • Fix for exporting reports to Excel or Text files where in some cases the column titles may have been exported as empty/blank. (9.21.04)

Second Generation TM Server

The second generation web servers will eventually replace the current web listeners to provide faster service. A number of venues already have the initial release as of version 9.20. This release of Theatre Manager also has an update to the second generation server that does the following additional functions (instead of having the classic listeners do them)

  • Forgotten Password Window
  • Find best seats for reserved and general admission
  • Historical Cart List and detail windows
  • Future ticket window and print future tickets
  • Pre access coupon support
  • Auto-add coupon to cart
  • Manually add a coupon to the cart
  • Small improvements to email sending using SSL servers like google email server
  • Create carts in a more judicious manner so that there are less empty ones
      The following enhancements have been made since 9.20 was released:
    • Implements login by patron number at the login window which the classic listeners have had for a long time (9.21.03)
    • Properly rounds and shows prices set to 3 digits (9.21.03)
    • The second generation server now handles the releasing of tickets from abandoned carts. It will release tickets at cart timeout instead of waiting extra time. The means that the cart time out is really the cart timeout (9.21.03)
    • The second generation server now releases future dated holds assigned to a patron that have come due (9.21.04)
    • Fix and issue where browsing anonymously with items in your cart and then logging in did not apply the 'order' plug at the login process. (9.21.04)
    • Enhance coupon pre-access codes to support the Param='AltBtn=btnGetEventList' feature so you can then redirect patrons to any web page you want after they enter the coupon code on the event window (9.21.07)
    • Fix a condition with sales promotions. If you had one scheduled to expire on a specific day, it expired the day before. It now expires on the day entered (9.21.07)
    • Add a governor to limit overall access to the new TM server when there are conditions of really high load. Really high is ... really high (9.21.07)
This is in addition to the features implemented in the 9.20 version that are:
  • Login
  • List of events
  • Adding or removing from a mail list
  • Handling all sending of emails in the background
  • Home screen
  • Initial donation window
  • Initial Gift Certificate window

Packages

  • Context menus can now be used to enable and disable the selected lines in a package more efficiently.
  • Double clicking on a performance in the package window will now open the performance detail window.

Season Subscriptions

  • A customized suggested donation specific to each patron is now displayed on season renewal notices properly (9.21.06)
  • Subscription control houses can now be excluded from invoices even if the tickets are being summarized on one of the summary fields (9.21.07)
  • Fix an issue that could prevent renewal notices from printing (9.21.10)

Mail Lists

  • You can now create mail lists with random patrons that are based on other mail lists. There are a number of uses for this such as random participation in marketing surveys or for lottery based onsales when used in conjunction with presales access codes. (9.21.08)

Web Sales

  • Fix an incorrect message when a ticket trove icon was missing on an event and the user was trying to push it up to the FTP server. TM now says that 'no icone was move' instead of 'picture is not a jpeg'
  • Emailing now places the long name of the company on any email sent to a patron (9.21.02)
  • Fix an issue where the secondary patron in a household that has a unique email address could not ask for their password to be sent to them (9.21.02)
  • Add an error message for the case when a user is required to enter the reason that they heard about the event and one was not provided (9.21.03)
  • Fix an error where 'X' (capital X) was not allowed as a password character. This could be created as part of the random password for an email address for patron and might prevent adding the patron to the database. (9.21.08)
  • Confirmation of change of patron information now merges patron data from after replacing it in the database instead of before. This means is a patron changes their name, they'll see the new name in the confirmation instead of the previous values. (9.21.09)
  • Add more features to the links behind a picture that is part of an eblast (9.21.09)

Sales Processing

  • Post dated payments that are for credit cards are now automatically set in a state so that they do not appear on a till balance report as there is no real need to do so.
  • Fix an open transaction condition that might occur if a user tried to renew a subscription from the open order window
  • The patron window has a small enhancement - the list of patrons in the household on the left side of the patron window now shows the same icons and colours as all others lists containing patrons (9.21.07)
  • The list of donations on the donor tab on the lower part of the patron window has been enhanced to now include patron notes in the list (9.21.07)
  • Fix the behaviour of ticket printing in before event sales. It seems that if tickets were printed once during before event sales process, then the 'accept payment' button would also start printing tickets for each order. Now only the 'print tickets' button will accept the payment and print tickets and the 'accept payment' button will only accept the payment. (9.21.07)
  • All web transaction logs for a web cart are now displayed in the web log tab for a specific cart. Previously, it seems that only some might show (9.21.07)

Miscellaneous

  • Show any seat notes on the map tooltip when constructing a map (9.21.02)
  • Add support for importing some additional chart of account and resource fields. (9.21.04)
  • Fix the connection that checks the update server. It will require port 6181 to be opened for outgoing traffic instead of 6116 (9.21.05)
  • Prevent a very rare case of a hang on some versions of Windows XP in some network situations where an email address that was entered or changed could not be verified as valid because access to an MX lookup server was denied for some reason (9.21.07)
  • Improve performance of creating transactions where the IP address could not be reliably determined. (9.21.07)
  • The list of letters/emails under form letters->Letter usage now contains the email address that the item was sent to (9.21.07)
  • The list of people in a mail list now has the preferred donation publication name in it (9.21.07)
  • Fix an issue with importing patron data (9.21.09)
  • Change the way that the JPEG's for the price map list are created to make it faster in cases where there are a lot of pricing maps (9.21.10)

Things a venue may need to do

  • Read all prior release notes back to the version you upgraded from and follow any instructions for each version under the subject 'Things a venue may need to do'.
  • If you have specific outgoing ports enabled for workstations, you may wish to close port 6116 and open port 6181 to www2.artsman.com to enable update checking.
  • You will need to adjust the web pages as below, especially if you are using the second generation web server.
  • With each point release of Theatre Manager (and if you are using the second generation server), we recommend that you also downloading and install the latest second generation server version just to make sure you have all the latest features.
  • Remember to set your classic web listeners to auto log in

Changes to Web Pages

Please download the latest web page updates and compare the web pages to your existing pages. (If you have already implemented the 'tmCustom' folder, you can simply replace the pages below).

The following itemizes the changes made to web pages:

In the 3rd Column are 3 flags.

  • R=Required Page Change - must be made
  • M=Mandatory. Only make the page changes if you want one of the new features.
  • O=Optional. Mainly cosmetic or only make the change if it is needed because you want to implement the feature that the description column speaks about. Existing web pages should still work with this version of Theatre Manager - so this change can be deferred to later.

Files in the main WebPagesEN directory
TMcheckoutConfirmation.html Replaced two id= tags with value= tags on SCH_SEQ and C_SEQ for viewing the historical cart detail from the checkout confirmation screen. Also changed the Print Tickets from a submit to a type of button. R
Files in the TMtemplates directory
rowFutureTicketPrintCourse.html Replaced the html code for '&nbsp;' to be ' ' so that it works with the second generation server. Also fixed a missing < on a </field> tag. R
rowFutureTicketPrintFestival.html Replaced the html code for '&nbsp;' to be ' ' so that it works with the second generation server. Also fixed a missing < on a </field> tag. R
rowFutureTicketPrintReserved.html Replaced the html code for '&nbsp;' to be ' ' so that it works with the second generation server. R
rowCartDonation.html Added a missing </field> tag to correct issue with displaying data. R
rowOldCartMailFee.html Remove the extraneous <td>&nbsp;</td> in the last column so that all rows in historical carts have the same number of columns. This just fixes a minor display issue. O
Files in the tmPackages directory
tmPackageDefault.html Fixed the value field for the PKG_SEQ hidden input field. This must be fixed if you want to use the package of event list for selling general admission tickets and have it go back to the package window if the customer selects no quantities. R
Files in the tmMaps directory
TMticketsPrice_MapDefault.html Revised code around 'Next Best Seats' so that the button shows properly if you are using the second generation server. If the cnage is not made, you will see a little cosmetic code on the window. R
TMsubscriptionPriceMapDefault.html same as above R
TMsubscriptionsPriceMapDefault.html same as above R