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1. Introduction to Virtuoso

1.1. Introduction to Virtuoso


Virtuoso is a method of document retrieval designed to give you quick access to the documents you use most.  Virtuoso organizes Worldox Find Templates through the use of Palettes.  These palettes contain Launcher Buttons which point to a Worldox Find Template.  These Find Templates can contain a special code which reference your CRM.  This enables you to search for documents based on the contact record that you are on in your CRM.

Note: For those using Internet Browser based CRMs --> Virtuoso is currently only compatible with Internet Explorer.

Video: Introduction to Virtuoso

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1.2. Install Virtuoso Workstation Component to a Workstation or Terminal Server

Background

The main Virtuoso installation is done to a shared network folder that all workstations have access to.  The workstation component of Virtuoso is then installed to each workstation and Terminal Server.  These instructions apply to installing the workstation component only, after the network Virtuoso installation has been performed.  If you need to update the full Virtuoso network installation, please refer to Virtuoso Update Instructions.

Procedure

IMPORTANT:  If you use Junxure as your CRM, It's important that you close Junxure prior to installing Virtuoso to your workstation.

  1. Navigate to X:\Trumpet\Virtuoso\Mirror\ (where "X" is the network drive to which your Trumpet applications are installed)
  2. Double click on the Workstation Setup executable in that folder
  3. Accept all defaults to install Virtuoso to the workstation
  4. Select "Yes" when prompted to create a new user
  5. Repeat on all workstations where Virtuoso will be used
  6. Subscribe to the palettes appropriate for the user at each workstation
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1.3. Open & View Virtuoso

To open Virtuoso, double click on the Virtuoso Icon on your desktop:

Virtuoso will "sit" or dock itself by default on the left hand side of your left-most monitor.

To access Virtuoso:

Select and hold the CTRL key on your keyboard while simultaneously sliding your mouse to the far left of your left-most monitor.

Virtuoso will then "slide" out so it's visible.

 

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1.4. Sample Virtuoso Palettes & Launcher Buttons

You may wish to have Palettes that are either Role-Based or User-Based (or a combination of both).

Here are a few "Sample" role-based palette ideas:

Advisor - Launcher buttons that might be included in this palette are:

  • Financial Plan & Review
  • Insurance Documents
  • Legal Documents
  • IPS

Investment - Launcher buttons that might be included in this palette are:

  • Checks
  • Applications & Beneficiary Designations
  • Distributions & Journals
  • IPS
  • Performance Report

Operations -

  • Applications & Beneficiary Designations
  • Checks
  • Account Service Requests

Tax - Launcher buttons that might be included in this palette are:

  • Tax Returns
  • Tax Organizer
  • Supporting Documents
  • 1035 Exchange

Insurance - Launcher buttons that might be included in this palette are:

  • Policies
  • Illustrations
  • Underwriting
  • Account Service Requests

 

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2. Virtuoso Palettes

2.1. Introduction to Virtuoso Palettes

Virtuoso Palettes are customized navigation panels which allow you to organize your Launcher Buttons.    Palettes can be created based on the rolls within your firm (e.g. Advisor), or can be created based on user (e.g. Bill).   Users can subscribe & unsubscribe various palettes based on their needs.

Video: Virtuoso Palettes

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2.2. Create a Palette

Right-click in the gray area of the Virtuoso toolbar and select "Add New Palette"
 
 
The "Edit Palette" window will open:
 
 
Fill in the following fields:
 
Palette Caption - Type a name into the caption field for your new palette.  This will show in the title bar of the Palette in Virtuoso.
 
Palette Description - provide a brief description.  This will show in the subscription screen

Note: Virtuoso will not permit you to create a palette with the same name as an existing palette.

Optional Features:
 
Locked Check Box- Selecting the Locked check box option will prevent users from editing the palette (including yourself).  If  you want to edit the palette, you must right-click in the gray area of the palette, select "Edit Palette" and uncheck the box.
 
Template Check Box - Selecting the Template check box will allow you to set this palette as a default palette.  When a new user launches Virtuoso, by default, they will be subscribed to this palette.  They can unsubscribe to this palette if necessary.
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2.3. Subscribe to a Palette

You can select which palettes you wish to subscribe to.  Subscribing to a palette will place that in the Virtuoso navigation panel for you to select from.  You can subscribe to the palettes that are applicable to the types of documents you wish to access.

To subscribe to a palette:

Right click in the grey area of the Virtuoso toolbar and select "Subscribe to Palettes"

This will open a list of palettes that you can subscribe to.

From this window, check the check box for the palettes you want to use, then select "OK".

The palettes you subscribed to should now appear in Virtuos.

If you subscribed to more than one palette, toggle between them by clicking on the gray title bars

 

 

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2.4. Clone a Palette

You may want to "clone" or create a copy of an existing Palette.  For example, if you are a new employee and want to create a copy of another user's palette then make changes to your copy, you may do so.

To Clone a Palette:

Subscribe to the palette you wish to Clone.

Right click in the gray area of that palette and select "Clone Palette"

The "Edit Palette" window will open prefilled with "Copy of <<Name of Palette>>", and the Palette description.

Palette Caption - Rename appropriately

Palette Description - Rename appropriately

Optional Features:
 
Locked Check Box- Selecting the Locked check box option will prevent users from editing the palette (including yourself).  If  you want to edit the palette, you must right-click in the gray area of the palette, select "Edit Palette" and uncheck the box.
 
Template Check Box - Selecting the Template check box will allow you to set this palette as a default palette.  When a new user launches Virtuoso, by default, they will be subscribed to this palette.  They can unsubscribe to this palette if necessary.
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3. Special Find Template Codes

3.1. Client Codes

If you are using your find template for the purposes of creating a Virtuoso Launcher button, you may want to perform a search based on the contact record you are on in your CRM, if that's the case you must add a special designation to the Client field in the Worldox Find Template.

The designation is:

{!CONTACTCODE!}

Here is an example of a Worldox Find Template that uses this code:

This code must be present to do a search in Virtuoso based on the contact record you are on in your CRM.  If this code is not included, Virtuoso will perform a search in Worldox for all documents based on the other criteria provided in the Find Template.

Note:  This special designation is only designed to work with Virtuoso launcher buttons.

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3.2. Worldox User

You may want to create a find template that will find files that were filed by the Worldox user executing the search.  To do this, you must add a special designation to the Filed By field in the Worldox Find Template.
 
The designation is:

%WDUSER%

Here is an example of a Worldox Find Template that uses this code:

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4. Launcher Buttons

4.1. Introduction to Launcher Buttons

Launcher buttons are one button mouse clicks that reference Worldox Find Templates.  These buttons are placed on Palettes to allow your firm to organize these buttons.  Here is an example of a Launcher Button:

Video: Virtuoso Launcher Buttons

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4.2. Create a Launcher Button

Virtuoso Launcher Buttons are organized on Virtuoso Palettes.  Therefore, in order to create a Virtuoso Launcher Button, you must have created a Virtuoso Palette.  Virtuoso Launcher Buttons can reference either Worldox Find Templates or Web URLs. 

Create a Launcher Button using a Worldox Find Template

These instructions reference a Worldox Find Template.  In order to create launcher buttons using these instructions you must first have created a Worldox Find Template.  For more information on creating a Worldox Find Template visit:  Create a Find Templates

Note:  Worldox Find Templates should be created globally (for everyone) for use particularly with Worldox Enterprise.

Navigate to the palette in which you want to add a Launcher Button

Right click in the grey area and select "Add Launcher Button"

The "Add New Launcher" window will open

Begin at the top of the window:

Palette - This will default to the palette in which you are selected on when you right click and choose "Add Launcher Button"

Caption - This caption will appear under the launcher button, and will help to identify the button

Tool Tip Template - The tool tip template will appear when you hover over a Launcher button.  Most users will simply want to replace the "Documents" with the specific set of documents that you are creating the Launcher Button to find.  If you want to have the tool tip to reference the contact you are on in your CRM, leave the {!CONTACTDESCRIPTION!} in place.

Find Template Name - This field is used to reference a Worldox Find Template you will be using when the button is selected.  To navigate to a list of Find Templates, select the ellipses button next to the field. 

This will open the Choose WD Template window

You will navigate to the Find Template you wish to associate with that button, highlight it, and click "OK"

Search URL - This field is used to reference a web url.  If you are utilizing a Worldox Find Template, the Web URL for the associated Find template will automatically be populated to include the corresponding web url for your search.  You need not change this URL.

Note:  Worldox supports initiating searches using specially formatted hyperlink URLs.  Therefore, if you prefer creating the Web URL rather than relying on a Worldox Find Template, you can do so.  Further instructions for creating these Web URLs can be found here:  Launching searches using Worldox hyperlinks

Icon - Here you can select a meaningful icon for your Launcher Button by clicking on the appropriate icon.

Once you have completed these items, Select "OK".

Your Launcher Button will now appear on the Virtuoso Palette.

Note:  You can associate a particular Column Header with a Worldox Find Template to ensure that your columns align appropriately.  For instructions on saving a column header with a Find Template see the chapter on Column Headers

Create a Launcher Button using a Web URL

These instructions reference creating searches based on utilizing a Website address. 

Navigate to the palette in which you want to add a Launcher Button

Right click in the grey area and select "Add Launcher Button"

The "Add New Launcher" window will open

Begin at the top of the window:

Palette - This will default to the palette in which you are selected on when you right click and choose "Add Launcher Button"

Caption - This caption will appear under the launcher button, and will help to identify the button

Tool Tip Template - The tool tip template will appear when you hover over a Launcher button.  Most users will simply want to replace the "Documents" with the specific set of documents that you are creating the Launcher Button to find.  If you want to have the tool tip to reference the contact you are on in your CRM, leave the {!CONTACTDESCRIPTION!} in place.

Find Template Name - This field is used to reference a Worldox Find Template you will be using when the button is selected.  If you do not wish to utilize a Worldox Find Template, simply leave this field blank.

Search URL - This field is used to reference the particular website you designate.  Simply copy and paste the Website address into the field:

Icon - Here you can select a meaningful icon for your Launcher Button by clicking on the appropriate icon.

Once you have completed these items, Select "OK".

Your Launcher Button will now appear on the Virtuoso Palette.

Note:  You can include the special code designation {!CONTACTCODE!} if your web url needs to reference the contact record from your CRM.

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4.3. Use a Launcher Button

To use a launcher button, you must have Worldox open.

Once Worldox is open, simply click on the button with your mouse one time (no need to even double click - Virtuoso saves you mouse clicks!)

Worldox will perform a search based on the Worldox Find Template associated with the button.

The first time (and only the first time) you select a Launcher Button for a given client in your Contact Management software, Virtuoso will give you a list of client names in Worldox.

This enables you to associate the Worldox Client Code with the Client's Contact record in the Contact Management Software.

Select the client

Verify that you have selected the appropriate client and click

"OK" to permanently associate the client with the contact record

Subsequent times you select a Virtuoso Launcher Button for the same client, you will *not* be prompted to select the client as it has already been associated with the contact record.

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4.4. Edit a Launcher Button

Note:  If you want to edit the search that is performed when selecting the Launcher Button, you will need to edit the Worldox Find Tempalte.  These instructions will cover how to edit the Launcher Button itself.

To edit a launcher button:

Right click on the Launcher Button, and select "Edit Launcher Button"

Make the desired changes to the button (e.g. rename the launcher button, or change the icon associated with the button)

Select "OK"

Note:  The changes you make to the Launcher Buttons will affect all only the Launcher Button on the Virtuoso Palette in which you have made the change.

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4.5. Copy Launcher Buttons to other Palettes

You may want to have a User-Based palette that has buttons from various other palettes included on it.   This is a great example of wanting to "Copy" launcher buttons to another palette.  For example, if you wear many different hats in the firm, but do not want to subscribe to the palettes for all your various roles you can create your own palette and copy launcher buttons from other palettes.

To do this:

Right click on the Launcher Button you want to copy

Select "Copy Launcher Button"

Select the Palette you want the launcher button to be copied "to" in the"Choose Palette to Receive Copy" window

Select "OK"

A copy of the Launcher Button will appear on the Palette you selected.

Note:  Any changes made to the Launcher Button will only affect the button for the given Palette.

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4.6. Move a Launcher Button within the Palette

You may wish to order the Launcher Buttons a certain way.  For example, you may want to have them in the order you need to access them in a certain workflow at your firm.  Alternatively, you might want the buttons you use most frequently to appear at the top of the Palette, or you may want them to be in alphabetical order.

To change the location of a Launcher Button within a Virtuoso Palette:

Right click on the Launcher Button you want to move, and select "Move Up", or "Move Down"

Alternatively, you can drag the button up or down within the Palette

Note:  Changing the order of the Launcher Buttons will only change the order of the buttons within the current Palette.  If you have Cloned this Palette, for example, the Cloned Palette will stay in its current order until you change it.

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4.7. Move a Launcher Button to another Palette

You may inadvertently place a Launcher Button on the wrong Palette and need to move it to another one, or perhaps you want to take several buttons on one Palette, create another one, and move those to another Palette.

To move a Launcher Button to another palette:

Right click on the document launcher button and select "Move to Palette"

Select the Palette you want the Launcher Button to be moved "to" in the "Choose Target Palette" window

Select OK

The Launcher Button will no longer appear on the Palette you moved the button from, and the Launcher Button will now appear only on the Palette you moved the Launcher Button to

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4.8. Delete a Launcher Button

You may no longer need a Launcher Button on a Virtuoso Palette. 

To delete a Launcher Button:

Right click on the Launcher Button you wish to delete and choose "Delete Launcher Button"

Confirm this button is the one you wish to delete in the Delete Confirmation window:

Select Yes

Note:  This will delete the button from this Palette only.  If you have copied this button to other Palettes, it will remain on those Palettes.

 

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4.9. Icons

By default, Virtuoso ships with a set amount of "stock" icons.  If you have other icons on your system (Worldox comes with a boat load of them) you can point Virtuoso to those icons as well.  Here's how:

  • Right-click on a palette and choose "Add a Launcher Button"
  • In the "Icon" area, select the "Browse" button

  • Navigate to the area of the icon
  • Select the icon you wish to use.

Tip:  Worldox also ships with a number of icons that you may wish to use.  These are located at X:\Worldox\Icons (where "X" is the network drive where Worldox is installed on your network).

 

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5. Virtuoso Settings

5.1. Introduction to Virtuoso Settings

There are a handful of settings that will help you customize Virtuoso.  Some of these are global settings (which will affect all users), and others are user-based and will only be applied to the user.

Video: Virtuoso Settings

To access Virtuoso Settings:

Right click on the Virtuoso icon in your System Tray and choose "Settings"

The Virtuoso Settings window will open.  There are two tabs for this setting:

Virtuoso Settings

Global Settings on this tab:

Change License

User Settings on this tab:

Palette Location

Small Icons

Show Palette Bar only if the following keys are pressed

Generate Logs

Contact Management

Global Settings on this tab:

Global Default Contact Manager

User Settings on this tab:

Use a different Contact Manager for this user

Note: For those using Internet Browser based CRMs --> Virtuoso is currently only compatible with Internet Explorer. Meaning, Virtuoso will only "see" your browser based CRM if you are running it in IE.

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5.2. Contact Management Software

Virtuoso references Worldox Find Templates which can contain a special code which references your contact management software.  In order to reference a particular contact management software, Virtuoso must know which CMS to use.

Note: For those using Internet Browser based CRMs --> Virtuoso is currently only compatible with Internet Explorer. Meaning, Virtuoso will only "see" your browser based CRM if you are running it in IE.

Global Contact Management Software

To set the contact management software for all users:

  • Right-click on the Virtuoso icon in your System Tray and select "Settings"
  • In the Virtuoso Settings window, select the Contact Management tab
  • Select the "Change" button
  • The "Choose Contact Manager" window will open
  • Select your contact management software from the drop down menu
  • Select OK
  • Select "Yes" to the confirmation dialog

Note:  This is a global setting and will affect ALL users.  You do not have to change this setting on each user's workstation!

 

If you use Microsoft Dynamics CRM (not Tamarac's Advisor CRM), there is one additional setup step required.  Please visit Configure Virtuoso to Work with Microsoft Dynamics CRM for further instructions.

 

Per-User Contact Management Software

You may have users that do not want to initiate their searches based on the contact they are on in their CRM, or who use a different CRM than the rest of the firm.  Users can opt to have a different contact management software than the global setting.  This setting is set on a per-user basis.

To set the contact management software to be a different CRM from the global setting:

  • Open the Virtuoso Settings window, and select the Contact Management tab
  • Check the "Use a different Contact Manager for this user" check box
  • Select the contact management software you would like to use (if you don't want Virtuoso to link to the CRM at all, choose "None"
  • Select "OK"

Note:  This setting is tied to the Virtuoso user and must be changed on a per user basis, as needed.

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5.3. Change Client Code for Current Contact

You may have inadvertently selected the wrong contact code when selecting a Launcher Button for the first time, or perhaps you need to change the Contact Code that is associated with a particular contact in your CRM due to a name change (marriage, divorce, etc).

View Current Contact

To view the Current Contact from your CRM, from the Virtuoso Settings window, select "View Current Contact info..."

The Adjust Current Contact window will open:

Here you can see the Current Contact information, including the name of the contact and the code.

Adjust Contact Code

To adjust the contact code, you have some options:

Clear Contact Code - This will clear the current contact's code.  The next time you select a Launcher Button when on that client's contact record, you will be prompted to select the code from the table.  You do not need to know the new code to adjust it using this method

Change Code to - This will change the code to whatever value you place in the Change code to field

 

 

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5.4. Change Location of Palette on your Monitor(s)

Some users prefer Virtuoso's Palettes to be located on the right side of their right most monitor, while others prefer the left side of their left most monitor.  This is a per-user setting, and each user can have it configured based on their preference.  By default, Virtuoso's Palettes will be located on the left side of the left-most monitor.

To change this to the right side of the right-most monitor:

In the Virtuoso Settings, Virtuoso tab, select the "Right" radio button

Click OK

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5.5. Always Show the Virtuoso Palettes

Some users prefer Virtuoso's Palettes to always be present on their monitors.  This is a per-user setting, and each user can have it configured based on their preference.  By default, Virtuoso's Palettes will be hidden and can be shown by holding down the CTRL key and sliding the mouse to the left or right (depending on your monitor preference) of your monitor.

To change this to always show the Virtuoso Palettes on your workstation

In the Virtuoso Settings, Virtuoso tab, uncheck the "Hide palette when not in use" checkbox

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5.6. View Small or Large Launcher Buttons

Some users prefer to see smaller Launcher Buttons on their Virtuoso Palettes while others choose to view larger icons.  This is a per-user setting, and each user can have this configured based on their preference.  By default, Virtuoso will show large icons.

Here is an example of Virtuoso with large icons:

Here is an example of Virtuoso with small icons:

As you can see, you can view more Launcher Buttons on a palette if you opt to use small icons, but the icons themselves are more visually appealing if you view them larger.

To view small icons:

From the Virtuoso Settings window's Virtuoso tab, select the check box next to Use Small Icons

Select OK

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5.7. Virtuoso Keys

Some users prefer to use a key other than CTRL to access Virtuoso.  You can use CTRL, ALT, or neither to view your Palettes.  This is a per-user setting, and each user can have this configured based on their preference.  By default, Virtuoso can be accessed using the CTRL key.

To change this setting:

From the Virtuoso Settings window's Virtuoso tab, select or de-select the appropriate check box:

Control - Virtuoso will appear when selecting the CTRL key on your keyboard and sliding your mouse to the left (by default)

Alt - Virtuoso will appear when selecting the ALT key on your keyboard and sliding your mouse to the left (by default)

Neither Selected - Virtuoso will appear when sliding your mouse to the left (by default)

Both Selected - Virtuoso will appear when selecting both the CTRL & ALT keys on your keyboard and sliding your mouse to the left (by default)

 

Select OK

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6. Virtuoso Security

6.1. Locking a Template

Because no documents are actually stored by Virtuoso, security isn't strictly necessary, however, you may wish to have a palette that cannot be edited.   Once a palette is Locked, only the palette owner can unlock the palette.  This will allow others to subscribe to the palette and use it to perform searches or copy buttons from that palette to another, however they will not be able to add, remove or edit the existing buttons on the palette.

To lock a palette, right click and choose "Edit Palette"

Then select the "Locked" checkbox

If the owner of the palette wishes to make changes, they can then uncheck the "Locked" checkbox make the changes, and relock the palette.

 

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6.2. Finding Secured Files in Worldox

Virtuoso honors Worldox security.  Therefore, if you create a launcher button to find documents in Worldox that only certain users have access to, those users will be able to find those documents.  However, if a user does not have access in Worldox to find the documents, Worldox will not perform the search.

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7. Advanced Features

7.1. Using Virtuoso Worldox & Outlook cohesively

In version 1.5.116 and later, Virtuoso can utilize Search URLs to locate documents in Worldox and search the internet as well.  Utilizing Search URLs requires that Virtuoso search directly in the main search interface and cannot search in a File -> Open dialog which is what pops up when you click the paperclip button.  Therefore, if you are used to searching for documents to attach to an email we recommend the following method:

  • Search for the document(s) in Worldox using Virtuoso
  • Drag and drop the documents to the Outlook email message

Alternatively, you can follow this method:

  • Search for the document(s) in Worldox using Virtuoso
  • Select the "Email" button in Worldox

Note:  Using the Alternative Method will not include your signature line from Outlook.

 

 

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7.2. Associating a Save Template with a Junxure mail merge template

Background

This is a very rarely used feature of Virtuoso, but it can be a huge time saver if you are willing to take the small additional effort required to set it up.

Procedure

The process consists of two parts:  1.  Creating the save templates, and 2.  Assigning the save template to the Junxure merge form

Creating the Save Template

  1. Ensure that Worldox is running
  2. Right click on the Virtuoso system tray icon and choose Edit Save Templates
  3. Click the Green plus to add a new template
  4. Specify the name of the template
  5. In the right pane, specify the values for the save template (if the right pane is blank, you didn't have Worldox running when you chose Edit Save Templates)
    Tip: Use the drop down for each field to get access to auto-populated variables like {!CONTACTCODE!}
  6. Click the red X to close the dialog, and choose Yes to save your changes

Assigning the Save Template to a Junxure Merge Form

  1. Open the merge form template for editing in Word (you want to edit the *template*, not the result of a mail merge).
    Note: I have no idea what the procedure is for editing a Junxure mail merge template - if someone wants to provide a step-by-step procedure, I'll add it
  2. In Word, click the Office button, Prepare, Properties
  3. Click the drop down arrow next to 'Document Properties' and click Advanced Properties
  4. Switch to the Custom tab
  5. In the Name field, type "WD_SAVETEMPLATE"
  6. In the Value field, type the exact name of the save template you created
  7. Click the Add button
  8. Click the OK button
  9. Save the Word template
  10. Perform a test mail merge and confirm that the Worldox Save As dialog appears pre-populated per the template you created

 

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7.3. Editing a Virtuoso find template to add or adjust column headers

Background

Column header templates are configured in Worldox, and can be saved in a way that they are associated with a given find template.  The process for modifying column header templates for searches used by Virtuoso is a little tricky because Virtuoso creates an artificial search called 'zVIRTUOSO' when you launch a search.  If you save column header templates in association with the zVIRTUOSO find template, they will not stick.  Editing an existing template is a little complicated - we first have to open the template in Worldox, adjust it so it will actually return some search results, perform the search, adjust the columns as desired, then save the columns.

Procedure

  1. In Worldox, click Find, Start a New Serch
  2. At the bottom of the Find Files dialogclick the Back button
  3. A list of all find templates will be displayed.
  4. Switch to the Public tab, then locate the search you wish to edit, then click the Edit button at the top of the dialog (if the Edit button is grayed out, click the green 'select' checkmark button)
  5. The find template will be displayed
  6. Replace the {!CONTACTCODE!} marker with a valid value (this is to get Worldox to actually return search results)
  7. Click OK to perform the search
  8. Configure your column templates as desired
  9. Right click in the column headers, choose Save Column Template
  10. Set the radio button to 'Associate with this type of list: xxxxxxxx'    (and confirm that the list name is the find template you are actually trying to edit)
  11. Click Everyone (to set the column header for all users)
  12. Click OK to save the column header template

 

When you perform the Virtuoso search associated with that find template, the columns will be adjusted to the template you saved.

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7.4. Configure Virtuoso to Work With Microsoft Dynamics

There is one additional step to configuring Virtuoso to work with Microsoft Dynamics CRM.  Note that this does not apply for Tamarac's Advisor CRM users.

Virtuoso has to "find" the current contact record that a user is on in Microsoft Dynamics.  Because a user could have multiple Internet Explorer browser windows open, Virtuoso has to know which window to look in to read the contact record.  Here are instructions for assigning this window:

  • Right-click on the Virtuoso icon in your System Tray and select "Settings"
  • In the Virtuoso Settings window, select the Contact Management tab
  • After selecting Microsoft Dynamics as the Contact Management Software, select "Settings"
  • Navigate to Microsoft Dynamics in Internet Explorer, and copy and paste the URL into the URL Pattern field
    (NOTE: this URL is unique for each firm, so do not simply use what is displayed here)
  • Click "OK"
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7.5. Installing Virtuoso using install scripts

The Virtuoso Workstation installer can be executed with a /S (that's a capital "S" - case is important).  This will cause the install to happen in silent mode (so that user intervention isn't required).

It is imperative that the command be launched from the network home location for Virtuoso\Mirror, so you should not place a copy of the installer elsewhere on the network.

Note: the installer does require elevation, so if you are running the installer in silent mode, you will need to do that from an elevated process.

Options

The following command line arguments can be used to control the behavior of the installer:

/S - perform the installation in Silent Mode (no user interface prompts).  This flag is case sensitive, so be sure to use a capital S.

/startVirtuosoOnLogin - adds the Virtuoso Workstation shortcut to the All Users Startup folder

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7.6. Install to multiple workstation using silent install options

If you are installing Virtuoso to many workstations, and use a deployment management solution (e.g. PDQ), you can run Virtuoso in "silent mode".

 

To install Virtuoso using a silent mode installer, use the following command line switches:

  • /S - case sensitive - indicates that the installer should be "silent" (not prompt for any settings)
  • /nethome="\\some\path\to\Virtuoso"  - specifies the network home directory of Virtuoso - be sure to use UNC paths.
  • /startVirtuosoOnLogin  - if specified, the installer will add Virtuoso to the workstation's Startup applications.  This behavior is disabled for silent installs if you don't specify this flag

For example:

VirtuosoWorkstationInstall-x.y.z.exe /S /nethome="\\my server\my software\Virtuoso"

or

VirtuosoWorkstationInstall-x.y.z.exe /S /nethome="\\my server\my software\Virtuoso" /startVirtuosoOnLogin

 

 

 

...

7.7. Disabling update checks (per workstaton and globally)

Background

If your site requires elevated permissions to install software to workstations, you may need to use push deployments whenever you update Virtuoso.  In this case, it may be desirable to install the latest update, but not have all users be prompted to install the new version.

Starting in Virtuoso 1.5.189, you can now control the 'check for updates' behavior at the workstation and global level.  If present, the workstation setting overrides the global setting.

Global Configuration

To disable the update check for all workstations, edit the Network\Virtuoso\setup.ini file by adding the following:

[Launch]
noUpdateCheck=Y

If the [Launch] section already exists, add to it (don't create multiple [Launch] sections)

Workstation Configuration

To disable the update check for a given workstation (or to enable the update check even though the check has been disabled globally), edit the Program Files\Trumpet\VirtuosoWorkstation\mirror.ini file by adding the following:

[Launch]
noUpdateCheck=Y

Set the value to N if you wish to enable the update check.

...

7.8. Search URLs to open document(s)

You can use a search URL to open a document outside the Worldox document repository.

In Virtuoso:

  • Right click on the Palette in which you would like to add the launcher button, and choose "Add Launcher Button
  • Leave the "Find Template Name" blank (you won't be utilizing a Worldox Find Template for the search)
  • In the Search URL field, type: 
    virtuoso:"Full path of the document"?
    (e.g. virtuoso:"P:\Templates\Advisory Agreement.pdf"?)
  • Select an icon for the button

This will open the document found at P:\Templates\Advisory Agreement.pdf

You can also add any command line parameters you wish to add to the end of the text.  For example:

virtuoso:"W:\My Folder\MySpreadsheet.xlsm"?/Test

will pass the /Test parameter to the newly opened document.

...

7.9. Launching Virtuoso as a different user

Background

Sometimes, it is helpful to launch Virtuoso as a different user.  For example, when setting up a new user, you may wish to provision the palettes that they are subscribed to (also see Create a Palette, Template Check Box for how to determine the default set of palettes that new users will be automatically subscribed to).

Procedure

Launch Virtuoso with the /u=<username> command line switch.  For example:

virtuoso.exe /u=john

 

Note: You must type in the exact Windows user name of the user.  If you mis-type, Virtuoso will happily create a configuration file for whatever username you specify.

...

8. Troubleshooting Tips and Tricks

8.1. Change Virtuoso to use a different CRM

Virtuoso is set to query a particular CRM.  If you obtain a different CRM, you will need to adjust the settings to reference the new one.  Here's how:

  • Right click on the Virtuoso icon in the system tray by your clock
  • Select Settings
  • In the Contact Management tab of the Settings window, select the "Change" button:
  • In the Choose Contact Manager window, select your CRM from the list
  • Confirm that you wish to change the contact manager for all users by selecting "Yes"

Note:  This is a global setting that will change the CRM referenced for all Virtuoso users.  In addition, the very first time you select a Virtuoso search in the new CRM, you will be prompted to identify which Worldox Code you should like to the record.  

...

8.2. Virtuoso toolbar doesn't appear, even though Virtuoso is running

Symptoms

Virtuoso is running (shows in the system tray, next to the clock), but when the user holds Ctrl down and slides the mouse to the side of the screen, Virtuoso doesn't appear.

Discussion

We have seen a number of cases where some other application prevents the Virtuoso toolbar from being the top most window on your Windows desktop.  This means that when the user places the mouse on the side of the screen, the Virtuoso toolbar does not receive the notification telling it to show itself.

It is also possible that the user has placed the Virtuoso toolbar on the other side of the screen, or is not holding the correct keyboard keys down while sliding the mouse.  These settings can be easily checked by right clicking on the Virtuoso system tray icon, Settings.

Resolution

If the Virtuoso toolbar is no longer the topmost window, right clicking on the Virtuoso system tray icon (next to the clock) is sufficient to bring it to the front.  After right clicking, the user can now slide the mouse to the side of the screen and the Virtuoso toolbar should appear.

...

8.3. Virtuoso Will Not Recognize Redtail \ Leapfrog Client Record

Issue:

There is a known issue with the integration between Redtail and Virtuoso using Internet Explorer version 8.  When the user attempts to execute a Virtuoso search, it does not recognize the contact record in Redtail.  

Resolution:

This is resolved in IE9.  Please upgrade your browser to Internet Explorer version 9.

...

8.4. How to Re-Align a User in Virtuoso

Issue

After a server migration the Windows user name has changed, resulting in the user receiving the following prompt when using Virtuoso: "Login Error: XXXXX is an unknown user - Do you want to create new user with this name?"

Resolution

To resolve, you either need to realign the Trumpet\Virtuoso settings file for the user, or the user can re-subscribe to their palettes.

These are the steps for realigning a user in Virtuoso.

NOTE: In this example, we are changing the user name from JOHN to DOEJ. On your system, you will be changing the affected user from the old username to the new one.

  1. Rename the <user>_settings.xml file to the new user name.
    Old User:
     

    New User:

  2. Open the file in a text editor (notepad is fine), change the <USER ....> value to the user's new name (e.g. in DOEJ_settings.xml, change <JOHN  to <DOEJ .
    •  
  3. Make a corresponding change to the </USER> tag (e.g. change </JOHN> to be </DOEJ>).
  4. Save your changes


...

8.5. A Write Conflict has occured when assigning new codes in Junxure

Symptoms

  1. User assigns a client code to a Junxure contact record
  2. User navigates to a different contact in Junxure
  3. User receives this error:
  4. The next time the user performs a search for the contact, they are prompted to associate the code again

Background

At this point, the root cause of this issue is still unknown.  We believe that it is a bug in Junxure that makes it try to push the user interface state (which does not reflect the newly associated client code) into the database.

Workaround

While we are working through this issue with Junxure, the temporary workaround is to UNcheck the Keep Yours checkbox (indicated with an arrow in the above screen shot), then click the Close button. 

This will permanently associate the code with the contact.  Future searches against that contact will not prompt for the association.

Resolution

Junxure will be making a change in their next release (after 11/28/2012) that will address this issue.

...

8.6. This license is not valid for this operating system error

Symptoms

When installing Virtuoso on a new Windows Vista or higher workstation, the user receives the following dialog:

Background

A Virtuoso upgrade is required to use Virtuoso on a Windows Vista or higher workstation.

Resolution

Send an email to support@trumpetinc.com requesting a license upgrade - our team will respond with pricing information.

...

8.7. Browser Compatability

Issue:

For web-based CRM integration (ie. RedTail, SalesForce, MS Dynamics, Tamarac Advisor CRM), Virtuoso doesn't work with Firefox, Google Chrome or Microsoft Edge.

Resolution:

For web-based CRM integration, Internet Explorer is the only browser supported by Virtuoso.

To resolve any confusion, the "Internet Explorer" icon appears like this and should work nicely:


The Microsoft Edge icon appears like this and won't work with Virtuoso:


...

8.8. Component COMDLG32.OCX or one of its dependencies is not correctly registered

Symptoms

When the user attempts to add or edit a Launcher button, they receive the following dialog:

Background

There are many things that can cause the COMDLG32.OCX file to not be properly registered.  The most common is if UAC is not properly configured on the workstation.  We have also seen situations where version information missing from an older install of COMDLG32.OCX prevents the Virtuoso Workstation installer from updating that library.

Resolution

Check UAC

Make sure UAC is properly configured on the workstation, then re-run Virtuoso Workstation Install.  Please refer to this article for information about UAC configuration.

Check COMDLG32.OCX version information

  1. The COMDLG32.OCX will be located in the following places:
    • 32 bit operating systems: c:\windows\system32\COMDLG32.OCX
    • 64 bit operating systems: c:\windows\syswow64\COMDLG32.OCX
  2. From Windows Explorer, right-click on this file and choose "Properties"
  3. Switch to the Details tab
  4. The version information should be populated - if it is missing, then the file is corrupted and you should continue with this procedure.  If the version information is present, then the issue is something else and will need to be diagnosed by Trumpet.

    Here is what the version properties look like:
  5. If the version information is missing, rename the COMDLG32.OCX file (change it to zzCOMDLG32.OCXzz for example)
  6. Re-run the Virtuoso Workstation Installer and confirm that COMDLG32.OCX is now in the syswow64 or system32 directory, and that the Properties > Details pane shows a version number
  7. Test editing a launcher
...

8.9. Component 'mscomctl.ocx' or one of its dependencies not correctly registered

Symptoms

When the user attempts to add a new palette to Virtuoso, they receive the following dialog:

Background

There are many things that can cause the MSCOMCTL.OCX file to not be properly registered.  The most common is if UAC is not properly configured on the workstation and the users are unable to registered due to UAC issues.

Resolution

Check UAC

Make sure that UAC is properly configured on the workstation, then re-run the Virtuoso Workstation Install.  Please refer to this article: User Account Control (UAC) Information for further information on properly configuring UAC.

Manually Register the .ocx file

  • The MSCOMCTL.OCX will be in one of the following locations:
    • 32 bit Operating Systems:  C:\windows\system32\mscomctl.ocx
    • 64 bit Operating Systems:  C:\Windows\SysWow64\mscomctl.ocx
  • Manually register the file by logging into the workstation as an administrator and typing in the following in a command line prompt:
    • regsvr32 {fullpath/filename} as identified in the above section and without the brackets.
  • Re-run the Virtuoso Workstation Installer
  • Test creating a new palette



...

8.10. Uninstall Virtuoso

It's relatively straightforward to uninstall Virtuoso from your workstations.  Here are instructions:

  • Navigate to C:\Program Files (x86)\Trumpet\VirtuosoWorkstation
  • Double click on the "Uninstall.exe" file 
  • You will be prompted to elevate, please do so
  • Click "Uninstall" in the uninstaller window


...

9. Release Notes

9.1. Virtuoso Update Instructions

Background

The main Virtuoso installation is performed to a shared network directory.  Applying an update involves installing the new version of Virtuoso to the *network* Virtuoso folder.  Workstations will then auto-detect that a new version of Virtuoso Workstation is available, and will prompt users to update the Virtuoso Workstation install.

Note for Terminal Servers:  After performing the Virtuoso network update, you must install the Virtuoso Workstation update on your Terminal Servers while logged on as a user with installation permissions.  It is good practice after applying a Virtuoso update (described below) to immediately log on to your Terminal Server(s) and launch Virtuoso and allow the Virtuoso Workstation update to run.

Procedure

Versions 1.6.0.4 and higher

Note: If you are currently running a versions prior to 1.6.0.4 then refer to our other article: Updating Virtuoso from Versions PRIOR to ver. 1.6.0.4 

The following steps can be done on any PC that has Virtuoso already installed. Be sure that Virtuoso is running.

  1. Download and save the new Virtuoso installer
    1. Right-click on the Virtuoso icon in the system tray by your clock and choose "Settings". If you don't see it, then launch Virtuoso and check again.

    2. Select the "Virtuoso" tab
    3. Select the "Check for Updates" button

    4. Download the installer if one is available.

  2. Double-click the Virtuoso installer
  3. Click "Next"
  4. Leave the installation folder as the root of the *network* folder that contains your Virtuoso installation (if you are updating, this should be pre-filled), then click "Next"
  5. After the installation completes, leave the "Install Virtuoso Workstation" checkbox checked, then click "Finish"
  6. The Virtuoso Workstation installer will now launch (this will install Virtuoso Workstation to this computer)
    Note: if you see a User Account Control dialog, click "Yes"
  7. Click "Next"
  8. Leave the installation folder as the default (this will be installing to the local C drive of the workstation), click "Next"
  9. On the Choose Component page, leave the default settings as is (or adjust as desired), then click "Install"
  10. After the installation finishes, leave the "Start Virtuoso Workstation" checkbox checked, then click "Finish"
  11. The new version of Virtuoso will launch

As other users launch Virtuoso on their workstations (or Terminal Servers), they will receive a prompt to install the update.

Potential Errors

If a user receives an error message about not being able to overwrite the Virtuoso Workstation files, please check that:

  1. No other user is running Virtuoso on that computer, and
  2. The user has permissions to install software to that computer.
...

9.2. Virtuoso Licensing and Updates

Updating your Virtuoso license / software is a two step process, the first, is to update your Virtuoso software, and the second is to update your Virtuoso license.  The following are instructions for doing each of these operations:

Update Virtuoso Software

Background

The main Virtuoso installation is performed to a shared network directory.  Applying an update involves installing the new version of Virtuoso to the *network* Virtuoso folder.  Workstations will then auto-detect that a new version of Virtuoso Workstation is available, and will prompt users to update the Virtuoso Workstation install.

Note for Terminal Servers:  After performing the Virtuoso network update, you must install the Virtuoso Workstation update on your Terminal Servers while logged on as a user with installation permissions.  It is good practice after applying a Virtuoso update (described below) to immediately log on to your Terminal Server(s) and launch Virtuoso and allow the Virtuoso Workstation update to run.

Procedure

Versions 1.6.0.4 and higher

Note: If you are currently running a versions prior to 1.6.0.4 then refer to our other article: Updating Virtuoso from Versions PRIOR to ver. 1.6.0.4 

The following steps can be done on any PC that has Virtuoso already installed. Be sure that Virtuoso is running.

  1. Download and save the new Virtuoso installer
    1. Right-click on the Virtuoso icon in the system tray by your clock and choose "Settings". If you don't see it, then launch Virtuoso and check again.

    2. Select the "Virtuoso" tab
    3. Select the "Check for Updates" button

    4. Download the installer if one is available.

  2. Double-click the Virtuoso installer
  3. Click "Next"
  4. Leave the installation folder as the root of the *network* folder that contains your Virtuoso installation (if you are updating, this should be pre-filled), then click "Next"
  5. After the installation completes, leave the "Install Virtuoso Workstation" checkbox checked, then click "Finish"
  6. The Virtuoso Workstation installer will now launch (this will install Virtuoso Workstation to this computer)
    Note: if you see a User Account Control dialog, click "Yes"
  7. Click "Next"
  8. Leave the installation folder as the default (this will be installing to the local C drive of the workstation), click "Next"
  9. On the Choose Component page, leave the default settings as is (or adjust as desired), then click "Install"
  10. After the installation finishes, leave the "Start Virtuoso Workstation" checkbox checked, then click "Finish"
  11. The new version of Virtuoso will launch

As other users launch Virtuoso on their workstations (or Terminal Servers), they will receive a prompt to install the update.

Potential Errors

If a user receives an error message about not being able to overwrite the Virtuoso Workstation files, please check that:

  1. No other user is running Virtuoso on that computer, and
  2. The user has permissions to install software to that computer.

Update Virtuoso License

  • Right-click on the Virtuoso icon > Settings > Virtuoso tab > Change License

  • Copy and paste the license number from the email providing your license over the current license. Please make sure there are no extra spaces before or after the license.

  • Click OK

This will update the license for ALL users on the network.


Note: If you have Virtuoso installed on a machine that is not connected to a network, then both the update and the license will need to be manually applied to each PC needed.

...

9.3. Virtuoso 1.5

Changes

20200814

1.7.9 — - Updated license agreement to refer to Trumpet, LLC instead of Trumpet, Inc.

20171127


1.7.6 -

- Fix type-o in "There is a Virtuoso Workstation update available" notification dialog
- Bug fix - "This key is already associated with an element of this collection' error when displaying the Worldox find template list on some systems

1.7.4 -

- Strip quotes from keys and values when importing code mapping from CSV
- Bug fix - MS Dynamics mapping was not case sensitive on bulk CSV import, but internals of MS Dynamics mapping were case sensitive

1.7.1 -

- Bug fix - The Import button in the SalesForce configuration screen actually did an export instead of an import

20161209

1.6.34 -

- Bug fix - MS Dynamics and AdvisorCRM integration in Outlook wasn't working under MS Dynamics 11 and up

1.6.33 -

- Bug fix - Palettes created by users with Windows username starting with a number (e.g. '87') failed to save

1.6.32 -

- Bug fix - Windows usernames that started with a number (e.g. '87') failed with DOM error message


1.6.26 -

- Bug fix - On MS Dynamics configuration screen, the Import button triggers an Export operation

1.6.21 -

- Bug fix - some MS Dynamics screens report the underlying entity ID differently (with or without braces) depending on how the user navigates to the entity.  We now force the entity IDs to always have braces, and handle the case where firms have mappings using the non-brace IDs (i.e. backwards compatibility)

1.6.18 -

- Installer bug fix - Create Startup Shortcut, Create Desktop Shortcut and Create QuickLaunch Shortcut options were defaulted to On for new installs - the default is now correctly set to Off.

1.6.17 -

- Added /nethome switch to workstation installer (this allows the workstation installer to be launched from a location other than <nethome>\mirror.  If used, nethome should point to the root of the Virtuoso network home folder - e.g. /nethome=\\\server\software\virtuoso

20160721

1.6.16 -

- Bug fix - When Virtuoso is docked on Windows Vista+ machines that have a non-100% screen scaling factor, the Virtuoso window covered icons on the desktop
- Bug fix - When auto-hide was enabled on Windows 8+ machines, the amount of space reserved on the desktop was the full width of the Virtuoso window instead of the width of the small sliver of the visible frame

1.6.15 -

- Fix issue with tooltip state being 'one contact behind' when Virtuoso is docked
- Made tooltips so they compute their value on hover instead of when showing the palette

1.6.14 - 

- If launcher is unable to find Find Template in cache, force a reload of find templates (this can be slow in WD Cloud environments, and it could be triggered if the find template is truly not defined - so could result in some odd slow launches for incorrect launch urls).  Ref ticket 35010

1.6.13 -

- Adjust build script so it reads from ${user.home}/.m2/deployment.properties instead of hard coding credentials into the build script

1.6.12 -

- Change resource server to http://resources.trumpetinc.com
- Virtuoso now sends a heartbeat whenever the license number is changed

1.6.11 -

- Change heartbeat server to http://heartbeat.trumpetinc.com/heartbeat/sendheartbeat.jsp


20151230

1.6.10 -

- Added bulk import for mapping data to Advisor CRM integration. This allows selection of a CSV file containing two columns. The first column must be the unique ID from Dynamics (must be surrounded by { and }!!). The second column is the Worldox client code. The mapping is then imported into the Dynamics map. Please contact support@trumpetinc.com if you need details.

1.6.9 -

- Added support for Junxure Cloud
- Bug fix - CRM Settings dialog sometimes gets stuck behind the main Settings dialog

20150724

1.6.8 -

- Added support for Trust: entities in Tamarac AdvisorCRM

1.6.7 -

- Added special url handling for url's beginning with virtuoso: - this allows specifying of documents and additional command line parameters. For example:
virtuoso:"W:\My Folder\MySpreadsheet.xlsm"?/Test

1.6.6 -

- Bug fix - 1.6.5 caused Virtuoso Workstation to enter an infinite 'update available' loop (caused by move to 3 digit versions)

1.6.0.4 -

- Bug - settings screen was closing after update check, settings screen not centering properly

1.6.0.3 -

- Added Settings -> Check For Updates button

Summary: 1.5

Version 1.5 brings a new user interface, as well as a number of bug fixes and additional CRM integration points.

  • Virtuoso can now be docked permanently, so that it always appears on the your screen.  Instructions for configuring this can be found here: How to Always Show the Palette
  • You can now add URLs to Virtuoso buttons - meaning, you can create search buttons for web pages and other resources outside of Worldox.  Here's how: Create Launcher Buttons Using a URL  
  • Performance enhancements for docking the Virtuoso palette
  • Several minor bug fixes

1.5.0.201 -

- Further bug fixes related to the fix from 1.5.0.200

1.5.0.200 -

- Bug fix - error about missing find template when initiating launcher against Worldox Cloud when client code wasn't already associated with the current contact in the CRM (impacted all CRMs)

1.5.0.199 -

- Added a timer that pushes our window to TopMost every 60 seconds

1.5.0.197 -

- Tweak to launch process so if external applications are being invoked they will appear visible

1.5.0.196 -

- Bug fixes related to positioning of toolbar & autohide

1.5.195 -

- Bug fix - 'Item already exists in this collection' error when loading find template list (happened if user had find templates named the same as a global find template)
* overhaul of installer architecture - we can now adjust Virtuoso build numbers without recompiling the VB code. Note that this means that the version number embedded in the virtuoso.exe file will no longer have any bearing on the actual version number. Instead, the actual version number is stored in VirtuosoWorkstation\version.ini (still visible through the GUI - but this is where the value gets stored)

1.5.194 -

- Installer bug fix - Junxure Save As integration wasn't getting registered properly, even if that option was enabled when VirtuosoWorkstation was installed.
* Removed Virtuoso Manual.pdf from server install
* Server installer removes .svn folders
* Server installer now uses the Workstation's configured network home directory if the server installer hasn't been run on the current workstation before (should make it a lot safer for users to apply updates from their workstations)

1.5.193 -

- Bug fix - older versions of Worldox didn't return all find templates via API calls, we are going to now retrieve the find template list from the INI files, and only use the API if the INI files aren't available
* Removed debug lines related to sizing issue fixed in 1.5.188

1.5.189 -

- Added ability to turn off update checking with a setting in the network home folder (networkvirtuoso\setup.ini -> [Launch] noUpdateCheck=Y). See http://support.trumpetinc.com/index.php?pg=kb.page&id=1261 for details.

1.5.188 -

- Bug fix - in multi-monitor systems where the monitors have different heights, the Virtuoso window didn't always extend to the bottom of the screen
- Bug fix - dragging the Virtuoso window when in 'docked mode' (i.e. auto-hide turned off) caused strange 'walking' of the application window

1.5.175 -

* Deployment fix - Didn't get the new VirtuosoMap.dll file into the 1.5.174 build

1.5.174 -

- Bug fix - Application hang when retrieving contact code for lookup_*.db based CRMs on certain contacts (hash collision issue)

1.5.173 -

- Bug fix - The SalesForce fix in 1.5.170 didn't work properly, now it is fully tested

1.5.172 -

- Bug fix - "Unable to perform search - Overflow(6)" error continued to happen (fix in 1.5.170 was only a partial fix)

1.5.170 -

- Bug fix - SalesForce entity identifiers stored in the internal Virtuoso map (lookup_salesforce.db) sometimes included ?srPos= in the value. With this change, any records mapped with the ?srPos= data will need to be remapped one time.
- Bug fix - "Unable to perform search - Overflow(6)" error when executing search in some situations

1.5.168 -

* Added defaultsettings.xml to the network Virtuoso folder. If renamed to settings.xml before launching Virtuoso, it will pre-load the configuration with the default Trumpet Resources palette.
* new installs of Virtuoso will now automatically copy the defaultsettings.xml file to settings.xml (i.e. if the settings.xml file doesn't already exist, we will initialize it)
- Bug fix: Virtuoso wasn't moving to the top of the window stack when it was first launched (and thus could be covered by other windows)

1.5.167 -

- Bug fix: Virtuoso doesn't always respond to screen edge mouse-over gesture
- Virtuoso window now 'docks' to the side of the screen, even when auto-hiding. When auto-hiding, a few pixels are docked so we can always respond to the mouse-over.
- New functionality: Virtuoso can now be docked permanently (so it won't hide between uses). This is controlled from the new 'Hide palette when not in use' option in the Settings panel. Default is checked (i.e. palettes are hidden when not in use by default)

1.5.150 -


- Changed the URL setting for Tamarac CRM from "*crm.tamaracinc.com*" to "*.tamaracinc.com*"

1.5.147 -

- Bug fixes to MS Dynamics integration introduced in 1.5.146

1.5.146 -

- Make MS Dynamics integration work with Tamarac's Dynamics 20122 based system
  - added checking of sub-frames for entity ID

1.5.145 -

- Added debug logging - trying to track down Overflow error (ticket 21844)

1.5.144 -

- Bug fix: Select Find Template dialog wasn't selecting the existing find template by default
- Added Settings... button to the alternate CRM
- Made alternate CRM settings take effect immediately (so the View Current Contact Info dialog works more intuitively)

1.5.136 -

- Bug fix - Older versions of Worldox had more issues with API calls not working when loading find templates list (this is a continuation of the issue I thought I'd fixed in 1.5.123).  Now if the getfindtemplatelist API fails for any reason, we drop back to parsing INI files

1.5.134 -

- Bug fix - If Worldox isn't running when the 'migrate launchers' operation (added in 1.5.116) is invoked at launch, it resulted in an error message and the Virtuoso splash screen stayed visible.

1.5.133 -

- Added Import Mapping... button to Microsoft Dynamics Configuration dialog.  This allows selection of a CSV file containing two columns.  The first column must be the unique ID from Dynamics (must be surrounded by { and }!!).  The second column is the Worldox client code.  The mapping is then imported into the Dynamics map. 

1.5.130 -

- Bug fix - Find templates added after the first time the find template was listed did not show up in the list until Virtuoso was restarted
- Add 'Loading find templates...' status message when loading the templates
- Added a setting to the VirtuosoWorkstation\Mirror.ini file - [NetworkInfo] NoUpdateCheck=Y  - if set to 'Y', Virtuoso will skip the check to see if there is an updated installer

1.5.123 -

- Bug fix/workaround - older versions of Worldox didn't return find template info in the API calls.  If that happens, we now drop back to INI reading

1.5.118 -

- Help menu now directs to new knowledge articles

1.5.117 -

- Find templates that have [!...!] format are now adjusted to {!...!} format as the search URLs are constructed (cleanup legacy stuff)
- Find templates that have {!CLIENTCODE!} or [!CLIENTCODE!] are now converted to {!CONTACTCODE!} as the search URLs are constructed (cleanup legacy stuff)
- Bug fix - user wasn't getting prompted for client code if no client code was already set
- Launchers with tooltip templates that have [!...!] are now converted to {!...!}

1.5.116 -

- Each launcher now has a 'Search URL' associated.  If this is set, that URL is used to invoke the search.
- When a find template is selected for a launcher, a default Search URL is created with appropriate overrides based on which fields have {!...!} parameters
- The search that gets invoked in Worldox is now actually the find template (no more zVirtuoso) - this means that it's much simpler to save column headers
- Because we now use the Search URL, if the user accidentally makes changes to a find template and blows away the {!CONTACTCODE!} value, things will still work.  The only downside here is that if the user actually wants to remove the {!CONTACTCODE!} value from the search definition, they'll have to do it be editing the Search URL in the Launcher screen
- When Virtuoso first launches, it will migrate launchers from the old format (based on the find template name) to the new format (using Search URLs).  This migration happens only once (the first user to launch Virtuoso after the update gets hit with it).  During this migration a progress message will appear 'Migrating launchers...'
- Note that you can use this Search URL to launch things outside of Worldox
- Users can no longer move an Only Me find template to Global from within Virtuoso.  It's pretty important that only global find templates be used in Virtuoso buttons

1.5.109 -

- Shift to using WDAPI to retrieve find template list, and invoke searches using wdox URLs (makes Virtuoso work with Enterprise)

1.5.90 -

- Changed forceforeground calls to not use frmTemp (use AppBAr.hwnd instead)

1.5.89 -

- Installer now checks for setup.ini [TrumpetConfig] WarnAboutWorkstationAdmin=Y  - if set to 'Y', a big warning is shown warning that you need to involve the sys admins before applying updates b/c sys admins may be needed to update workstations

1.5.88 -

- Bug fix - if Windows had a Running Object that contained the name of the Access database (mdb file) as *part* of the moniker name, we could sometimes retrieve the wrong object - we now check to make sure the moniker name maps directly to a file on disk before returning it

1.5.87-

- Added WMI CRM (custom)

1.5.84 / 85-

- Bug fix - licenses with expiration date were prompting users to approve continuation of the trial period
- Completely removed trial period handling

1.5.83-

- Added support for new license number format (e.g. VU10-M-xxxx)

1.5.82 -

- Added support for VIRTUOSO5 license type

1.5.80-

- MS Dynamics and Advisor CRM (by Tamarac) integration points now link to Lead records (in addition to Account and Contact records)

1.5.78-

- Bug fix - Client codes selected during search did not save to ProTracker Advantage

1.5.68-

- Internal - Additional debugging lines for screen height troubleshooting
- Bug fix - Virtuoso was not computing it's height properly when running in a MS Published Apps environment

1.5.64-

Checking the Generate Logs checkbox now turns on logging immediately instead of the user having to click OK
Bug fix - changes in 1.5.49 caused the following CRM implementations to fail: SalesForce, IAS, RedTail

1.5.50 -

Added debugging lines to see height information being provided by published apps window manager

1.5.49 -

MS Dynamics and Tamarac (Advisor CRM) integration enhanced to support Outlook version of MS Dynamics
Users can now specify a different CRM to integrate with (including None) - available in Settings->Contact Management

1.5.46 -

Palette selection dialog title (when copying or moving launchers) is now "Choose target palette" instead of "Choose Palette to Receive Copy"

1.5.45 -

Removed Document Management tab from setting dialog

1.5.43 -

Made Virtuoso tab in Settings dialog the default

1.5.42 -

Completely removed WD Autolaunch functionality

1.5.41 -

Added additional error trapping so Virtuoso will still function if Junxure is set as CRM and Junxure has never been installed to the workstation

1.5.39 -

Fix for random blue icon issue

1.5.24

Code lookup now uses the standard Worldox code lookup table, instead of one we created ourselves
Improvement to Junxure serching - if the user has an Action open, Virtuoso will pull the current contact info from the action instead of the current contact.  The only limitation here is that it is not possible to *set* the code from an action (this is a Junxure limitation - not my fault)

1.5.15

Removed "There was an error while checking for auto-logout" error message - we now just silently log the issue and move on

1.5.14 -

Bug Fix: Unable to get current contact info when PDF is showing in another IE window

1.5.13

Fixed bug in GoldMine integration where we were unable to set client code values if the underlying field wasn't in Contact2 table

1.5.11

Added 'template' checkbox to palette definition dialog.  Any palette with this checked will be auto-subscribed to brand new users the first time they launch Virtuoso

1.5.9

Changed behavior when searching Internet Explorer for web based CRM tabs - we now only consider tabs if they are the selected tab in a given IE window

1.5.7

Support for new MS Dynamics CRM interface
Support for new Tamarac CRM interface

1.5.4

Compatibility fix for docking issues in Citrix published apps deployments

1.5.3

Added Morningstar Office integration

1.5.2

Added SalesLogix integration

1.5.1

New application icon
New splash
Disabled Tips dialog
New VirtuosoIcons2.dll - better looking icons for launcher buttons (existing palettes will still use the old icons)

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9.4. Updating Virtuoso from Versions PRIOR to ver. 1.6.0.4

Update Virtuoso Software

Background

The main Virtuoso installation is performed to a shared network directory.  Applying an update involves installing the new version of Virtuoso to the *network* Virtuoso folder.  Workstations will then auto-detect that a new version of Virtuoso Workstation is available, and will prompt users to update the Virtuoso Workstation install.

Note for Terminal Servers:  After performing the Virtuoso network update, you must install the Virtuoso Workstation update on your Terminal Servers while logged on as a user with installation permissions.  It is good practice after applying a Virtuoso update (described below) to immediately log on to your Terminal Server(s) and launch Virtuoso and allow the Virtuoso Workstation update to run.

Procedure

Versions prior to 1.6.0.4

  1. Download and save the new Virtuoso installer (using the "Download" button in your email notification)
  2. Double-click the Virtuoso installer
  3. Click "Next"
  4. Leave the installation folder as the root of the *network* folder that contains your Virtuoso installation (if you are updating, this should be pre-filled), then click "Next"
  5. After the installation completes, leave the "Install Virtuoso Workstation" checkbox checked, then click "Finish"
  6. The Virtuoso Workstation installer will now launch (this will install Virtuoso Workstation to this computer)
    Note: if you see a User Account Control dialog, click "Yes"
  7. Click "Next"
  8. Leave the installation folder as the default (this will be installing to the local C drive of the workstation), click "Next"
  9. On the Choose Component page, leave the default settings as is (or adjust as desired), then click "Install"
  10. After the installation finishes, leave the "Start Virtuoso Workstation" checkbox checked, then click "Finish"
  11. The new version of Virtuoso will launch

As other users launch Virtuoso on their workstations (or Terminal Servers), they will receive a prompt to install the update.


Note: If you already have a version newer than 1.6.0.4 then refer to our other article: Virtuoso Licensing and Updates

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