AgentOffice v10 Release Notes

Overview of New Look-n-feel Changes

New AgentOffice Logo

Below are the new AgentOffice.

Customize Background

AgentOffice v10 provides capabilities to define the program background color and image. By default the generic program will use the new AgentOffice logo. Users may change background image to desired images such as company logo or personal images if they choose. Functionality is similar to defining “wallpaper” for the operating system.

To Customize Background

Below are the steps to customize AgentOffice background:

1. With all modules closed, select Tools > Setup Options.

2. Double clicks Customization Settings and the following customization screen displays:

3. The user selects the Browse button and selects desired background image. Once the user selects the background image, the user may select Image Position. Then selects desired background color. For example, the default AgentOffice install will default with a centered AgentOffice logo and with the background color of white.

New Toolbar Button Images

Below lists the new toolbar button images, the old button images and a quick action description of the buttons.

New Activity Oriented Images

This section outlines the new activity oriented images along with screen shots displaying the new activity images.

AgentOffice Activity Images Outline

Below lists the new activity oriented images, the old activity oriented images and a quick description of the images.

New AgentOffice Scheduler Screen Shot

New AgentOffice Desktop Screen Shot

New AgentOffice Plan Manager Screen Shot

New AgentOffice Old Business Screen Shot

Miscellaneous Look-n-Feel Updates

·    Removed all Boolean button images from AgentOffice.

Applied Technical Updates

Installation Information

·    Default installation installs program files to C:\Program Files\AgentOffice

·    The installation defaults for the following items to  ….\Documents and Settings\All Users\Application Data\AgentOffice\ (exact path may vary depending on OS)

o        Data

o        Graphics

o        RetsPhoto

o        Olagnt32.ini

o        Hspell.hse

o        Hspell.hue

·    Install no longer requires a reboot.

Upgrading Information

·    Upgrade rules and processes defined below are true on all compatible operating systems.

·    Upgrade no longer requires a reboot.

·    If active “data” is not located in the Program Files directory, the AgentOffice upgrade will not move the AgentOffice data. The data will remain in original location.

o        Example 1 – if program is c:\ols and data is c:\ols\data, upgrade will leave data in original location.

o        Example 2 – if networked and upgrade a workstation, the upgrade will not move the data on a workstation.

·    If active “data” is on the local machine and located in program files, the system will automatically move the data to the ….\Documents and Settings\All Users\Application Data\AgentOffice\ (exact path may vary depending on OS) and display the following message when upgrading.

·    In a multi-user environment, the server has been upgraded with a data move and when upgrading the workstation the upgrade cannot locate the data, the system will display the following message (for more detailed multi-user upgrade information, refer to the Getting Started Guide) (If data hasn’t been moved, upgrade will proceed without the prompts below.):

o        Recommended the user shares the new data location on server and maps drive on workstation prior to running upgrades on workstations.

(Same screens also displayed on repair and uninstall functions when data cannot be located.)

·    Upgrade will move the following items to the  ….\Documents and Settings\All Users\Application Data\AgentOffice\ (exact path may vary depending on OS)

o        Graphics

o        RetsPhoto

o        Olagnt32.ini

o        Hspell.hse

o        Hspell.hue

Backup/Restore Updates

The backup and restore program has been overhauled and the following are items of note:

·    Updated look with tab driven functionality.

·    The backup file by default includes time stamping in the file name, “olsback_timestamp.zip”. A user may continue backup to the same location and not have to delete or rename prior backups. With time stamping, each file has its own unique file name. (User may disable file time stamping in the backup settings if they desire.)

·    The restore no longer restores to the location the data was when the backup was performed. The data now looks to the ini file for data path and restores to active data location.

General Information

·    The olagnt32.ini defaults to the ….\Documents and Settings\All Users\Application Data\AgentOffice\, but may be stored in any “writeable” location on machine. The AgentOffice product now looks to the registry for olagnt32.ini location.

o        First looks to the registry string HKEY_Current_User\Software\FNRES\AgentOffice “iniFile” for olagnt32.ini location.

o        Then looks in HKEY_Local_Machine\Software\FNRES\AgentOffice “iniFile” for olagnt32.ini location.

·    Document Manage now has Drag-n-Drop functionality.

o        For example, you may have the Documents tab open on a contact record. The user can drag a document from a Windows Explorer folder to the documents tab.

·    The Scheduler has updated controls and because of this the “legend” functionality or steps have changed. To use the “legend” function, with the Month view, select the date, hold down “Shift” and select the end date and the Legend dialog appears.

New Download Option

With the v10 release, AgentOffice will provide options to download AgentOffice v10 (along with standard CD shipping).

·    The AgentOffice download will be publicly available on the realestate.fnf.com site, accessed thru AgentOffice . (http://realestate.fnf.com/Products/AgentOfficeDownload.aspx)

·    When users order AgentOffice new or upgrade thru website (regardless CD or just download), they will receive an e-mail with there SN, Install Code and link to download page to download file.

·    The download package is approximately 210 MB. Total required space to download/install is 600 MB to support extracted install package and exe file.

·    The download package is a self extracting executable and when selected extracts information by default to the C:\Downloads\AgentOffice Install folder and run launch.exe.

o        The directory structure of extracted files is identical to the CD structure and can be burned to a CD to run on other machines.

o        The install contents do not remove once the install is completed and if desired needs to be manually deleted.

System Requirements