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Utopia Windows Desktop Client Update Creation Process

Development Windows Desktop Client

To Create an update to the Utopia Windows Desktop Client, you will do the following steps: Right-click the UtopiaWindowsDesktopClient project in Visual Studio and select Properties. Under the Application tab on the left side, click the "Assembly Informatio...

Update CefSharp to 64 bit (when we want to do it)

Development Windows Desktop Client

When updating the build of this application, you must change the version number in the Assembly Information of the UtopiaDesktopClientApplication AND the UtopiaWindowsDesktopClientSetup version. Most of this should build and run out of the box. However, there...

Client Application Update Process

Development Windows Desktop Client

Agile Discussion Jan 25 2021

Development Agile

Named Roles: Splitting of PO and Scrum Master Product Owner (PO) - similar to Product Manager, prioritize sprint work based off of the product manager. Remove blockers along with the scrum master and work with scrum master/PO from other teams Scrum Master...

Setup/Configurations for Mac Mini

Development Setup and Configurations

Connecting *You will need to be at our office or on the VPN to do this Download VNC Viewer Make sure the Mac you're wanting to connect to is actually plugged in (check the ethernet cable) and turned on The two QA ones are by all the other QA testing ma...

Office Addins Terminal Services Environment

Development Setup and Configurations

With Terminal Services, the Office Add-ins don't always show up, despite being installed for all users.The batch script below imports the registry settings needed into HKEY_CURRENT_USER and can be run for each user to make the Office Add-ins show up. It is dep...

Azure Arc Citus Deployment

Development Archived

How to deploy Azure Arc Basicly, this guide  provides almost all things required for deployment arc in EKS. There are some tips about this cluster creation VariablesTF_VAR_client_id: everywhere in description it is named as "Principal name" and if you wi...

Legacy Desktop to Rubex Private Cloud Migration

Legacy - EFC Desktop

Rubex Update Package Summary The Rubex Update step in legacy desktop Server Wizard App allows users to install Rubex Private Cloud on their machine and migrate all their data to it. During this step, the Server Wizard downloads the **Rubex Update Package whi...

Global Relay

Development RPC

Zonal OCR Initial Install Bug (2021)

Legacy - Zonal OCR

There is a bug w/ Zonal OCR when you initially install it for the first. There is a file missing. You need to place this  file at C:\Users\Public\Documents\ZonalOCR\ZonalOcrDb.sdf before Zonal OCR will work.

Malformed docs.edb Issue

Support Playbooks

Troubleshooting Steps For Technician: Answer the following questions/perform the following actions: Unlock the .edb using the Unprotect tool Open the file in DB Browser for SQLite and run the following under the “Execute SQL” tab: PRAGMA integrity_chec...

Recycle Bin Purge Requests

Support Playbooks

Troubleshooting Steps For Technician: Answer the following questions: Are they getting an error when they attempt to purge their own items?a. If so, what error message?b. Do they have more success when attempting the purge from beta.efilecabinet.net ? Are...

Previewer Down Issues

Support Playbooks

Troubleshooting Steps For Technician: Answer the following questions: Is it all file types or just one?a. If it’s just one, is it just one exact file or are all files with that type that you try affected? Does the issue persist in an incognito window? Do...

Branding Removal

Support Playbooks

Troubleshooting Steps For Technician: Answer the following questions: Are they receiving an error message when they attempt to delete it themselves?a. If so, what error is it? Do they have permissions to modify branding? Do they still have issues with th...

Issues Sharing or Accessing Specific Nodes

Support Playbooks

Troubleshooting Steps For Technician: Answer the following questions: Is it an issue with sharing or an issue with accessing? What error message populates when attempting to access/share? Does the issue persist if they attempt on beta.efilecabinet.net ? ...

User and Guest Addition, Edit, or Deletion Issues

Support Playbooks

Troubleshooting Steps For Technician:Answer the following questions: Are you able to replicate? If yes, provide exact replication steps.a. Have the user try on beta.efilecabinet.net  to see if anything is different/grab the full error message. What error ...

SMTP Issues

Support Playbooks

Troubleshooting Steps For Technician:Answer the following questions: Are they unable to set/update/remove their SMTP settings, or are they just not receiving emails?a. If they’re unable to update them in some way, please provide the error message they are r...

Renewal Issues

Support Playbooks

Troubleshooting Steps For Technician:Answer the following questions: Is the opp showing Closed Won in SalesForce?a If not, their account representative will need to speak with finance to confirm if there is any additional work needed on their end or if ther...

Slowness

Support Playbooks

Troubleshooting Steps For Technician:Answer the following questions: Which product? Are you able to replicate?a. If not, is it limited to one user on their account or everyone?b. If one user, have they tried on another device?c. Have they tried a different...

Workflow Automation (Kicking off)

Support Playbooks

Troubleshooting Steps For Technician: Answer the following questions: Are you able to replicate?a. If yes, is it with all WFs or just a particular WF on your account? If a particular, is there anything special about its configuration? Have there been any ...