Release 5.2 SalesAdvizor

SalesAdvizor™ version 5.2 Release Notes

February 19, 2007

ADVIZOR Solutions, Inc ADVIZOR SalesAdvizor Version 5.2 Copyright 2000 - 2007, ADVIZOR Solutions, Inc. All Rights Reserved

ADVIZOR Solutions is an AppExchange partner. SalesAdvizor is a Windows client application that streams your SalesForce.com® data to a dashboard that runs in client memory. SalesAdvizor has passed all AppExchange reviews and is certified to protect your sales data.

This file (ReleaseNotes_SA_52.htm) contains product information for ADVIZOR SalesAdvizor 5.2 products.

Index

• Features in this Release

• Platform Notes

• Installation Instructions

• Databases Supported

• Known Problems and Hints

• Technical Support

Features in this Release:

1. Features:

   • No Setup There is no set-up time with SalesAdvizor. You simply click on the SalesAdvizor icon on your desktop and start analyzing.

   • Instant Answers SalesAdvizor comes with a preconfigured dashboard for the things that are most important – Timing and Probability, Total Revenue, Expected Revenue, Channels and Influencers, Details, and Rep Performance. Select what you want, and see the answers.

   • Offline freedom Work online or offline. Explore, analyze, create presentations, create historical snapshots - point and click - any time, any where.

   • Easy to Use Get started in minutes. 100% point-and-click, wizard guided. No need to configure reports or fiddle with pre configuring data.

   • Share Results No more late nights trying to get your results into a PowerPoint graph. Do it in two clicks with SalesAdvizor. Easily share dashboards and insights to others via MS Office, PDF and web pages. Quickly zero in on what really matters and export that data to Excel and other data stores.

   • Display Display using our suite of 15 charts. Includes: Bar Chart, Pie Chart, Line Chart, Data Sheet, Summary Sheet, Text Filter, Scatterplot, Heat Map, Histogram, Multiscape, Parabox, Data Constellation, Time Table and Counts.

   • Visual Discovery TM Full visual discovery capability for multi-dimensioned slice & dice analysis. Includes linking of colors across charts, setting of color to any dimension, linking of selection across charts, filtering, animation and interactive brush-up labeling.

   • Analysis Aids Enhance your analysis with ADVIZOR's unique analysis aides. Includes: Bookmarks, Color Workshop, Data Workshop, Expression Builder, Hierarchy Wizard, Filters, Template Library, Date Parser, Chart Property Explorer and Navigation Panes.

   • Not Just Pre-Set Dashboards With SalesAdvizor, you are not limited to a set of pre-set dashboards. You can modify dashboards on the fly or create new dashboards - all point and click.

   • Data Connections Wizard driven access to a variety of data stores. Import one table or many. Use link wizard to link and join data from:

     • Salesforce TM

     • Microsoft Excel

     • Text Files

     • Microsoft Access

Platform Notes

System requirements

Operating Systems

• Microsoft Windows XP SP1

• Microsoft Windows 2000 SP3

• Microsoft Vista

Other Software

• Features interfacing to MS Office applications require Office 2000 or later.

Hardware

• Any current, business-focused PC or laptop.

  • This excludes computers with low-end, entry level processors.

• 512MB of RAM or greater

• Graphics display processor with at least 16MB of video RAM

  • Either shared or dedicated video RAM is acceptable

  • Always use the most recently available drivers for the graphics display processor (contact the vendor to obtain them)

• Video display resolution of 1024 x 768 or greater

• Video display color depth of 16 million colors

• Mouse or compatible pointing device

Installation Instructions

1. Prior to installing ADVIZOR SalesAdvizor, remove prior versions of ADVIZOR Publisher or Analyst Pro using Add/Remove Programs. This is recommended to avoid conflicts between different DLL versions.

2. If installing from a downloaded image, double click on Setup.exe in that image. If installing from CD, insert the CDROM into your CD drive. AutoRun should automatically start the installer. If it doesn't, double click on Setup.exe in the root directory on the CD.

3. If you are instructed to remove a prior version of an ADVIZOR Analyst Edition product, proceed as directed, or use the operating system's "Add/Remove Programs" facility.

4. Holding down the shift key during application startup (while the logo is displayed), will restore the application settings to the "factory default" settings. These setting are sometimes updated when a new release is issued, so its a good practice to do so whenever you have loaded a new version of the software..

5. After installation, confirm the new version is installed by starting SalesAdvizor and looking at menu Help->About Version. Version should be as noted in the following table .

Product	Version Number (Help About...)
ADVIZOR 5.2 SalesAdvizor	5.1.2603.30481

Databases Supported

As of this release, SalesAdvizor supports:

• SalesForce.com

• Text files (see note below)

• MS Excel (see note below)

• MS Access (see note below)

Known Problems and Hints

• Help view doesn't appear to go away right away. This is because the View buttons are designed to have three states: the first displays the associated view, the second brings the associated view into focus if it is not the current view and the third state hides the view. Thus the need to sometimes click a second time to get to the desired Help View state.

• Restored filtered items, after recoloring operations, are uncolored. Restoring excluded items or removing a filter after re-coloring results in the items that were filtered out during the recolor operation to be restored in the uncolored state. This is proper operation.

• Summary sheet turns pink after sequence of "select" and "undo" operations. This is being investigated and should be addressed in a subsequent release. (9903)

• Holding down the shift key during application startup (while the logo is displayed), will restore the application settings to the "factory default" settings. These setting are sometimes updated when a new release is issued, so its a good practice to do so whenever you have loaded a new version of the software.

• As a troubleshooting aid, any logging information may be written to either C:\Program Files\ADVIZOR Analyst Office\error.log or C:\Program Files\Common Files\ADVIZOR Components\exception.log, depending on the nature of the problem. The operating system's "Application Event" log may also provide useful information.

• If you have problems loading textual data directly from a .csv or .txt file, you may need to explicitly specify the formatting of the fields in the data. This may be done using a Schema.ini file. The Schema.ini file is a Microsoft convention for specifying data formats when using Microsoft's JET drivers. Further information is available at:

  http://msdn.microsoft.com/library/default.asp?url=/library/en-us/odbc/htm/odbcjetschema_ini_file.asp

  The following link shows a good example schema.ini file about half way through the article.

  http://support.microsoft.com/default.aspx?scid=kb;en-us;155512
• Loading data using a Schema.ini file: In the Schema.ini file, if you specify that there is no column header in the data file, this will override the ADVIZOR Data Wizard setting for that attribute and will consequently read one less line of data than there actually is. This is a platform software issue beyond our control.

Contacting Technical Support

When submitting a problem to Technical Support, email is the preferred mechanism ([e-mail]). In the email, please provide as many of the following as possible:

• Your company name

• Your name & contact information including phone number

• The name of the product you are using and its version number

• Your license key used to install the product

• A detailed explanation of what you were doing that led up to the problem.

• Screen shot(s) and/or exact text of any error information

• C:\Program Files\ADVIZOR Analyst Office\error.log,

• C:\Program Files\Common Files\ADVIZOR Components\exception.log, if it exists

• Machine's System Information file created from the "System Information" saved as type ".nfo"

• Operating system's Application event log in .evt format so that we get the detailed event descriptions

Important Note: If you encounter an error/exception and are offered the opportunity to forward diagnostic information, please do so. However, note that you can help reduce the time to resolution by also including details of the actions that led to the event. Our ability to rapidly diagnose the problem is significantly enhanced when we know all the details.

If you cannot find answers to your questions using the online help "Table of Contents", "Index" or "Find" tabs, or in this release notes file, have your application license number handy and use one of the following contact methods:

Send email to: [e-mail] (preferred method)

-or-

call the ADVIZOR Solutions, Inc Technical Support line during business hours (8:00 AM - 4:30 PM Central time, Monday - Friday) at +1.630.971.5250