Known Issues - SI5.2

Canadian Taxes

Purchase Tax Code

SI5.2 mistakenly adds GST and PST taxes based on the cost of items when the Purchase Tax Code field is set. Click here for complete information.

New Zealand Taxes

When using New Zealand taxes, new projects are assigned a different tax rate on labor, based on the value that appears in the Labor Sales Tax rate field in Navigator > Setup > Taxes. Click here for complete information and an easy fix.

OrderTools

  When upgrading from 5.1 to 5.2, OrderTools users will need to perform a manual hotfix in order to run Purchase Order reports. Click here for more information and instructions.

VPN Name Resolution

Clients operating over a VPN connection to the server may be unable to connect to the server due to lack of host name resolution. Click here for more information and instructions.

LANSync server

Occasionally, when the LANSync server machine is restarted or updated, desktop users will not be able to find the server and log in. This happens when the "D-Tools v5 Lansync Server" service does not start.

Click here to see how to restart the service.

Installation

  Do not use Windows explorer to manage the files in your project directory. The Navigator has functions for importing, renaming, and archiving your project files which should be used for this. Using Windows explorer to perform these tasks may cause instability and loss of data.

  Do not store project files (*.dtl) directly in the default project folder. This will cause instability. Each project should be stored in its own subfolder.

Registration

Internet Connection Needed Once Every 30 Days

You must connect to the internet at least once every 30 days to update your software license. You will see a message reminding you when you have 5 or fewer days remaining.

Database Backup

Use a Standard Database Backup Tool To Backup Server Databases

While SI5 does provide a server backup tool via the Admin Console, it is recommended to use existing third-party applications designed for this purpose. We recommend SQL Server Management Studio Express, which can be downloaded for free at the following address:

http://www.microsoft.com/downloads/details.aspx?FamilyId=C243A5AE-4BD1-4E3D-94B8-5A0F62BF7796&displaylang=en

Sample Projects and Reports

Sample Projects are available for download by clicking on the following link: http://downloads.d-tools.com/si5/documents/download_projects.html

New and Updated Reports are available for download by clicking on the following link: http://downloads.d-tools.com/si5/documents/download_reports.html

AutoCAD

D-Tools AutoCAD Menu is Hidden if Adobe Acrobat is Installed

To get the D-Tools menu back, type ‘dtshowmenu’ at the command line from within AutoCAD. If you get the message that this is an unknown command, the D-Tools SI5 AutoCAD interface did not get installed. Try Modifying your installation via the control panel, or contact D-Tools support for assistance.

AutoCAD Sheet Sets Not Available

SI5 does not use sheet sets to manage project files. Use the Navigator for this.

MMPD

MMPD Export Converts Model Numbers to Dates in Excel

When exporting product data from MMPD to Excel, values that appear similar to dates (e.g. 5-17) will be imported as a date (e.g. May 17, 2007). This is a known Excel 2003 issue.

Product Grid Slow When Many Products Selected

The MMPD product grid will run slowly when more than 300 products are selected. Try selecting fewer than 300 rows at a time for best performance.

Format Active Field Only Works When Admin Settings are Set to “None”

The Format Active Field function in the Product Properties dialog will only work if the formatting settings for this field are set to “None”. Go to MMPD > Admin > Formatting to set this for individual data fields.

Navigator

Limit of 4 Staff Types

There are a fixed number of four staff types in SI5. These can be renamed but not deleted or added to.

Owner Field Not Available via Navigator

The owner field of a project is not accessible via the Navigator. You must open the project in Text, Visio, or AutoCAD to access this field. This will be fixed in a future release.

Global Markup Setting Not Available

There is no global setting for price markup like there is for margin. Markup can be set by product and/or phase.

Reporting Center and Reports

Save Project Prior to Running Reports

Projects must be saved in order to run reports on the latest version. You will be prompted to do this if you have not already.

Reporting Center Project Grid Does Not Update Automatically

If you have the Reporting Center open and add or modify a project in the Navigator, hit the ‘Refresh Projects’ button to update the project grid.

Export to Rich Text Format Causes Images to Size Irregularly

When using the export to rich text feature in the Reporting Center, images may scale irregularly when opened in MS Word.

Export to Rich Text Format Causes Large File Size

Files exported to rich text format tend to be very large, which may cause them to open slowly.

Text/PDM

Product Explorer Does Not Update Automatically

If you are working in a project and add or modify your product database using MMPD, hit the Refresh button to see the new products in the Product Explorer.

Assigned To Field Not Available in Projects

The Assigned To field of a project is not available from within Text, Visio, or AutoCAD. Use the View Project Information feature in the Navigator to access this field. Will be corrected in a future release.

Export to HTML Runs Very Slowly

The Export to HTML feature runs very slowly at this time. Be patient as it will finish eventually. We are looking at improving this for a future release.

SDK

Address 2 Field Not Included in SDK

The client address 2 field is not exported via the Software Developers Kit.

SI4 to SI5 Conversion

SI5 Does Not Allow Duplicate Wire Connections

When converting SI4 projects to SI5, you may be prompted to choose which wire connection you wish to keep. This is because SI5 only allows an individual wire to be connected to one input and one output. SI4 did not have this restriction, so if you have connected the same wire to different I/O’s you will see this prompt on project conversion.

SI4 Projects Only Import Current Revision

When importing an SI4 project, only the current revision will be imported. Revision information from SI4 is not imported.

Can’t Open SI4 and SI5 Visio (or AutoCAD) at the same time

It is not possible to open an SI4 Visio file at the same time as an SI5 Visio file. The same applies to AutoCAD. This is because SI4 and SI5 load different menus and commands, and only one can be present at a time.

Projects Can Be Reassigned On Import

When importing SI4 projects, the importing user can reassign the creator of the project. This may prevent other users who do not have the Edit All Projects permission from opening the project, even if they were the creator in SI4.

No Sales And Work Order Reminders Within Projects

Products that are included in Sales and/or Work Orders no longer show notification of this when viewed from within Text, Visio, or AutoCAD. This may be added back in a future release.

Zone name cannot be changed in SI5

In SI4, you could change the name of the “Zone” field to be anything you want. This capability is no longer available in SI5. If you copy over your SI4 Master Table at install, your SI4 setting will persist. Otherwise you can edit this directly in your MasterTable.mdb file. Contact D-Tools support for assistance with this.