1        System Requirements

 

To install CSM 4.0, you must be running TeamConnect 4.0.

 

Use the Available Updates section of the About page to install. For more information about how to install, refer to Viewing Information About Available Updates.

 

Important: Do not customize the object definitions that comprise CSM (CSM Settings,         Timekeeper, Vendor, Budget Request, and Rate Request) in any way. Customized versions of CSM are not eligible for support.

 

2        Upgrade Considerations

 

This section provides upgrade requirements and considerations for CSM 4.0 Update 1.

 

Details about the compatibility requirements for CSM and TeamConnect, and the related upgrade procedures, are available in the TeamConnect 4.0 Installation Help.

 

When all requirements are met, perform the upgrade from the Available Updates block on the

 

About page in TeamConnect. Upgrade paths are only available for users with CSM versions up to CSM 3.4 SP1 U5.

 

CSM 4.0 has the following upgrade requirements:

 

If you are using the Oracle 10g JDBC driver, you must include the following setting in the JVM argument on the server on which TeamConnect is deployed:

 

-Doracle.jdbc.V8Compatible=true

 

 

3        Resolved Issues

 

CSM 4.0 Update 1 includes multiple resolved issues. For a description of each issue fixed, see below:

 

Issue: Vendors did not properly map to contacts.

Tracking code: SUPPORTPRI-5885

Case number: 2014-0408-95906        

 

Issue: Invoice currency value caused rejection when VAT entered as expense line.

Tracking code: SUPPORTPRI-6331

Case number: 2014-0606-101541        

 

Issue: Budget requests in Collaborati changed to Error.

Tracking code: SUPPORTPRI-6602

Case number: 2014-0717-104811        

 

Issue: Invoices displayed as “Approved” that should be set as “Paid.”

Tracking code: SUPPORTPRI-6701

Case number: 2014-0729-105817        

 

Issue: Users could not add involved parties to disputes with AFA settings enabled.

Tracking code: SUPPORTPRI-7086

Case number: 2014-0924-111772        

 

Issue: CSM sync failed when there were more than 2 vendors with the same vendor and number.

Tracking code: SUPPORTPRI-7336

Case number: 2014-1020-114242

 

Issue: Job titles did not show up on Contact Cards after mapping.

Tracking code: SUPPORTPRI-7169

Case number: 2014-1105-115881, 2014-1006-112657, 2014-0922-111467

 

Issue: Error thrown when users attempted to add a milestone-based Fixed Fee AFA.

Tracking code: SUPPORTPRI-7253

Case number: 2014-1013-113484        

 

Issue: Changing AFA type from milestone-based generated error message.

Tracking code: SUPPORTPRI-7254

Case number: 2014-1013-113489        

 

Issue: Milestones were unable to be deleted from records.

Tracking code: SUPPORTPRI-7255

Case number: 2014-1013-113491        

 

Issue: Errors thrown when AFA milestone type added to second involved party on matter.

Tracking code: SUPPORTPRI-7526

Case number: 2014-1029-115201

 

Issue: Matters did not sync correctly as set in e-billing roles.

Tracking code: SUPPORTPRI-7166

Case number: 2014-1002-112498        

 

Issue: Matters did not consistently sync to Collaborati.

Tracking code: SUPPORTPRI-7331

Case number: 2014-1020-114230        

 

Issue: HTTPSession Invalid Issue thrown after login.

Tracking code: SUPPORTPRI-7685

 

 

Issue: Budget Sharing timed out.

Tracking code: SUPPORTPRI-6715

Case number: 2014-0731-106353        

 

Issue: Budget Sharing timed out.

Tracking code: SUPPORTPRI-6715

Case number: 2014-0731-106353

 

Issue: CSM Sync failed after changing timekeeper records.

Tracking code: SUPPORTPRI-5795

Case number: 2014-0324-94432

Originally fixed in: CSM 3.4 SP1 U3 Patch 1