ÿþ<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns="http://www.w3.org/1999/xhtml"> <head> <meta http-equiv="Content-Type" content="text/html; charset=ISO-8859-1" /> <title>SI5.5 Features</title> <style type="text/css"> <!-- body { background-color: #FFFFFF; } body,td,th { font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; color: #333333; } a:link { color: #FFFF00; } a { font-weight: normal; } .title { font-size: 16pt; color: black; font-family: Tahoma; TEXT-INDENT: 0pt; MARGIN: 0pt 0pt 0pt 0 pt } .fname { font-size: 11pt; color: #000000; font-family: Tahoma; font-weight: bold; TEXT-INDENT: -18pt; MARGIN: 0pt 0pt 0pt 36pt; } .desc { font-size: 10pt; color: black; font-family: Calibri; MARGIN: 3pt 0pt 9pt 38pt; TEXT-INDENT: 0pt; } .fhead { font-size: 12pt; color: #440000; font-famiy: Cambria; MARGIN: 18pt 0pt 12pt; text-align: center; } .shead { font-size: 12pt; color: #440000; font-family: Cambria; MARGIN: 10pt 0pt 0pt; } .bullet { font-size: 12pt; font-family: Symbol; } .bname { font-size: 10pt; color: #000000; font-family: Calibri; TEXT-INDENT: -18pt; MARGIN: 0pt 0pt 0pt 36pt; } .bname2 { font-size: 10pt; color: #000000; font-family: Calibri; TEXT-INDENT: -18pt; MARGIN: 0pt 0pt 0pt 36pt; } --> </style> </head> <body> <table width="661" border="0" align="center" cellpadding="0" cellspacing="1" bgcolor="white" class="MsoNormalTable" style="BACKGROUND: white; WIDTH: 6in"> <!-- Space at top <tr> <td colspan="4" bgcolor="silver" style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; BACKGROUND: silver; PADDING-BOTTOM: 0in; PADDING-TOP: 0in" ><p class="MsoNormal"><font size="3" face="Times New Roman"><span style="FONT-SIZE: 12pt" ><img width="1" height="1" id="_x0000_i1025" src="http://a676.g.akamaitech.net/f/676/773/60m/images.delivery.net/cm50content/1542/090081018066988f/spacer.gif" ></span></font></p></td> </tr>--> <!-- D-Tools logo at top --><tr> <td colspan="4" align="left" valign="top" style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in" ><p class="MsoNormal"><img height="76" src="images/header.jpg" width="576" ></p></td> </tr> <!-- Main Text Area --><tr> <td colspan="4" align="left" valign="bottom" style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in"> <!-- Title --><div> <p class="title" style="padding-top: 6pt; border-top: #4f81bd 1pt solid; text-align: center"><strong><span style="font-size: 22pt"> System Integrator 5.5</span></strong></p> <p class="title" style="padding-bottom: 12pt; border-bottom: #4f81bd 1pt solid; text-align: center;"> <strong><span style="color: #440000">Features and Enhancements</strong> </p> </div> <!-- Subtitle text --><div> <h1 style="MARGIN: 12pt 0pt 0pt; text-align: left;"> <span style="FONT-WEIGHT: normal; FONT-SIZE: 10pt; COLOR: windowtext; LINE-HEIGHT: 115%; FONT-FAMILY: Arial; mso-fareast-font-family: Calibri"><em>Note: Links to additional information/feature videos will be added as they become available.</em></span></h1> <h1 style="MARGIN: 18pt 0pt 0pt"> <span style="FONT-WEIGHT: normal; FONT-SIZE: 12pt; COLOR: windowtext; LINE-HEIGHT: 115%; FONT-FAMILY: Calibri; mso-fareast-font-family: Calibri"> SI5.5 includes all updates in <a href="http://downloads.d-tools.com/si5/documents/5.2/SI5.2_Feature_List.html" target=_blank><font color="#800080">SI5.2</font></a> plus:</span></h1> </div> <!-- Features Header --><div><h1 class=fhead>New Features</h1> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Project Scheduling <a href="http://downloads.d-tools.com/si5/documents/5.5/features/Scheduling1.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a></p> <p class=desc>Create project schedules, assign tasks and manage resources in a Gantt chart. Includes the ability to do job costing based on actual work performed</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Outlook 2007 Integration <!-- <font color="#0000ff" size=2> [LEARN MORE]</font></a>--></p> <p class=desc>Send project tasks via email and import clients and contacts from Outlook 2007</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Remote Networking Support</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Improved support for operating over VPN and RTS connections</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Service Orders <a href="http://downloads.d-tools.com/si5/documents/5.5/features/ServiceOrders1.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a></p> <p class=desc>Create service orders to send technicians out to do work once the project is completed</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Client and Contact Management <a href="http://downloads.d-tools.com/si5/documents/5.5/features/Client_Contact1.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a></p> <p class=desc>Store client and contact information for quick retrieval</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Server Backup and Restore</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Quickly back and restore up your SI5.5 server</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Customize Orders <a href="http://downloads.d-tools.com/si5/documents/5.5/features/CustomizeOrders1.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a></p> <p class=desc>Edit existing or create new Work Order, Sales Order, Service Order, or Scheduling reports</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Enhanced Navigator UI</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Move around easier in the application</p> </div> <!-- Enhancements Header --><div><a id="Enh"></a><h1 class=fhead>Enhancements</h1> <!-- Subheader Text --><div><h3 class=shead>Reporting</h3> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Additional Fields in Reporting XML</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Additional data fields, including item price details and project custom properties make it easier to create custom reports (particularly proposal summaries and subtotals)</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Export Reports to Text</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Export reports to text file. Useful for custom export to accounting system</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Improved Export to Rich Text Format</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Exporting reports to rich text format maintains images and formatting better than ever</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Filter and Sort Items on Orders</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Users can sort and filter items on order reports, for example by price or component ID</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Global Page View Settings</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Set default settings for how many report pages to view when reports are first run</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Reporting Center in Navigator</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>The Reporting Center is now an integrated part of the Navigator interface, providing quicker access to advanced reporting features</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Project Hours - groups by 2 levels</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Project hours report can now be grouped up to 2 levels, providing additional detail</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Pick List - group by Change Type</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Pick list report can be grouped by Change Type, making it useful for change order reports</p> </div> <!-- Subheader Navigator --><div><h3 class=shead>Wiring</h3> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Wire Connection Settings <a href="http://www.d-toolsblog.com/product-view/si55-managing-wire-connections/"><font color="#0000ff" size=2> [LEARN MORE]</font></a></p> <p class=desc>User controls how and when wire connections are checked, and what to do if a conflict is found</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Check Wire Connections</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>User can manually check wire connections on a drawing page to see if there are duplicate connections</p> </div> <div><h3 class=shead>AutoCAD</h3> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>ACAD 2009 compatibility</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>SI5.5 works with AutoCAD 2009 (full version only)</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Change Layer and Color <a href="http://www.d-toolsblog.com/technical-terminal/si55-change-layer-color-avoiding-block-editor/"><font color="#0000ff" size=2> [LEARN MORE]</font></a></p> <p class=desc>Change the layer and/or color of blocks on a drawing page</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Standardize Menus</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>AutoCAD drawing menus updated to match SI5.5 standards</p> </div> <div><h3 class=shead>LinkTools for Quickbooks</h3> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>QB 2009 US and Enterprise 9 compatibility</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>QuickLinks works with QuickBooks 2009 and Enterprise 9 (QB 2009 Canada pending)</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Bulk Transfer of Items</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Faster, more efficient method of getting products from SI5 catalog into QuickBooks - makes getting started much easier</p> </div> <div><h3 class=shead>Other</h3> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Pooled Licensing for Pro Users</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Licenses are no longer bound to specific users, allowing all licenses in an enterprise to be shared on a first-come, first-served basis (does not apply to stand-alone installs)</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Local Company Address and Logo</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Local user can choose to use their own address and logo, or use the company standard stored on server</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>User-defined Schematic Shapes in Visio</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Choose which shape is dropped for each product on the schematic page in Visio</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Updated Project Summary</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Reorganized to show project subtotals better. Also shows labor hours by phase</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Edit Accounting ID and Vendor in MMPD</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>Users with permission can edit the accounting ID and vendor name for individual products directly in MMPD</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Show Price & Cost in Add Product dialog</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>See price and cost of items before adding them to the project</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Show Item Descriptions in Add Package Dialog</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>See item descriptions when adding packages to a project</p> <p class=fname><span class=bullet>·&nbsp;&nbsp;&nbsp;</span>Show Type in Accessories Grid of Product Properties</p> <!--<a href="http://downloads.d-tools.com/si5/videos/5.5features/&.htm"><font color="#0000ff" size=2> [LEARN MORE]</font></a> --> <p class=desc>See accessory type when looking at parent product</p> </div> <!-- end Enhancments --></div> <!-- Bugs --><div><a id="Bugs"></a><h1 class=fhead>Bugs Fixed</h1> <!-- Subheader Crit --><div> <h3 class=shead> Critical/Important</h3> <p class=bname>(4599) Wire connection time slow for large projects</p> <p class=bname>(4463) Canadian Purchase Tax Code included in end user taxes</p> <p class=bname>(4464) OFE not saved when project closed</p> <p class=bname>(4558) License not released when date format not standard</p> <p class=bname>(4598) Check-out/check-in fails</p> <p class=bname>(4492) AutoCAD: When units are set to meters the blocks are rendering in inches</p> <p class=bname>(4591) When wire is replaced by other wire product wire connection is lost</p> <p class=bname>(4602) Memory leak when running reports</p> <p class=bname>(4467) Default accessories not included when using Add Package</p> <p class=bname>(4565) Visio: Unable to drop a product into the drawing page of Line diagram (only for international settings)</p> </div> <!-- Subheader ACAD --><div> <h3 class=shead> AutoCAD</h3> <p class=bname>(4590) AutoCAD/Visio - Block Base Point - When a block is replace to different product the block change its base point location (coordinates x,y).</p> <p class=bname>(4497) AutoCAD - Delete Block - When a block is deleted from DWG page the ACAD icon does not go away from PDM</p> <!-- end subheader --></div> <!-- Subheader LANSync --><div> <h3 class="shead"> LANSync</h3> <p class=bname>(4496) Subfolders of DToolsV5ProductShare do not copy on Sync</p> <p class=bname>(4690) MMPD LANSync Fails when there is empty space before manufacture name</p> <p class=bname>(4759) Visualizations do not transfer on copy up...copy down</p> <p class=bname>(4806) Copy up/copy down does not copy stencils or shape associations</p> <!-- end subheader --></div> <!-- Subheader MMPD --><div> <h3 class="shead"> MMPD</h3> <p class=bname>(4465) Accounting ID is copied when copying product in MMPD</p> <p class=bname>(4577) I/O Studio causes error with duplicate entry(with blank space)</p> <p class=bname>(4482) MMPD: Right click on empty product grid, i/o studio is enabled</p> <p class=bname>(4672) Download EZ Match does not update Model</p> <p class=bname>(4479) Download Search: Able to download stencils when  Add/Edit data permission is denied</p> <!-- end subheader --></div> <!-- Subheader Navigator --><div> <h3 class="shead"> Navigator</h3> <p class=bname>(4559) New Zealand Tax Setup</p> <p class=bname>(4698) Phase ID's are incorrect in new projects</p> <p class=bname>(4680) & symbol causes problem in Project Information</p> <p class=bname>(4480) License Information is partially shown in Vista</p> <!-- end subheader --></div> <!-- Subheader Reports --><div> <h3 class="shead">Reports</h3> <p class=bname>(4462) Export to rtf does not include lines</p> <p class=bname>(4468) PO Request showing wrong unit cost/price</p> <p class=bname>(4470) Wire Label report does not line up with paper</p> <p class=bname>(4573) PO Request report is not aggregating all rough-in wire and the cost and totals are wrong</p> <p class=bname>(4077) Reports run from a Delta always show the revision as "-1"</p> <p class=bname>(4466) Work order warehouse label report does not line up with paper</p> <!-- end subheader --></div> <!-- Subheader Text --><div> <h3 class="shead">Text/PDM</h3> <p class=bname>(4471) OrderTools PO report title is wrong</p> <p class=bname>(4469) PDM filter comes up empty when deleting products</p> <p class=bname>(4670) Component ID does not update from Assign Head End dialog</p> </div> </td> </tr> <tr><!-- Footer graphic --> <td colspan="4" align="left" valign="bottom" style="PADDING-RIGHT: 0in; 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