What's New and Resolved Issues

Multiple mapping plans can be deleted at one time from the ADE Import Tool.

Prior to this release, mapping plans could only be deleted one at a time.

Initium Software's Instant Address assists users in entering and updating address information. It provides real time address autocompletion functionality and mailing address verification in accordance with "postal authority data". Instant Address is integrated into Millennium forms that contain mailing address information. These include the pending data review forms in the Advanced Data Examiner for addresses, and for the credit card and bank draft forms that are linked to gifts, dues, and event registration fees, and event guest.

You will receive a URL from Initium Software when you purchase Instant Address. Enter this URL into System Options (Tools > System Upkeep > System Options > Initium Software). Then, users who access insert and update forms that contain mailing address fields will see the Envelope button to the right of the address's first line field to indicate that Instant Address is available.

See Instant Address.

Pending data rows can be cleared directly from the Advanced Data Examiner Data Summary Page.

Every pending data rows imported by a specific source can be deleted from the pending tables (and therefore from the ADE) without having to manually review each pending data row separately.

Initium Software's Instant Address assists users in entering and updating address information. It provides real time address autocompletion functionality and mailing address verification in accordance with "postal authority data". Instant Address is integrated into Millennium forms that contain mailing address information. These include the following forms: event, express registration, event guest, event activity, event and activity speaker, and credit cards and bank drafts linked to event registration fees.

You will receive a URL from Initium Software when you purchase Instant Address. Enter this URL into System Options (Tools > System Upkeep > System Options > Initium Software). Then, users who access insert and update forms that contain mailing address fields will see the Envelope button to the right of the address's first line field to indicate that Instant Address is available.

See Instant Address.

Community Brands introduces Millennium Drive!

Millennium Drive is an easy-to-use and interactive way for users to explore information about their active prospects and about other constituents, about their tasks, and about their portfolio of major gift proposals. Millennium Drive provides an improved user experience for viewing Millennium data. Data is gathered from Biographical, Giving, Prospect Management, and from the Events world, and presented for viewing and analysis in a variety of ways.

The Millennium Drive installation is delivered with the Millennium Web Server and Reporting Server installations. It will need to be installed on the Web Server (IIS) computer. However, you must first install Millennium 2014.1 before you install and configure Millennium Drive.

Organizations must have a valid SSL certificate in order to use Millennium Drive. The Wildcard certificate for the Millennium web site (if you have one) can be used. We strongly recommend not using a self-signed certificate.

A user will use his or her Millennium user name and password to sign in to Millennium Drive. The user name must be linked to a constituent ID number in order to successfully sign in.

Several enhancements and changes to the Millennium software are made in this release to support Millennium Drive:

• New columns in several lookup tables.
• New standard memory name codes and values.
• A new standard report group code and value.
• New standard Summary Utility Definitions
• A standard Years Utility definition
• Four new standard financial reports to run the Summaries utility or the Years utility to create records in the Summaries data table.

Review the Reporting, Tools, and Database Changes sections of these release notes for more information.

Download instructions for installing Millennium Drive at abila.com/solutions/millenniumhttp://kb.abila.com.

Access the Millennium Drive User's Guide from a link on the installation program Documentation tab, Or, after you install Millennium 2014.1 you can access it from within Millennium by using Millennium Explorer, Help > Millennium Drive.

Blue has been set as the new default Display Theme Type.

• The upgrade will automatically switch Users to the Blue theme only if they currently use the Green theme.
• Users currently using the Blue theme will notice that the system now uses a different shade of Blue.
• Users who want to continue to use the Green theme will need to reset their Theme Type back to Green after the upgrade.

Prior to this release, Green was the default Display Theme Type.

The system is set up to warn users when (during data entry) the constituent for whom they are inserting or updating a name record will have no preferred name or will have multiple preferred names after that name record is inserted or updated.

• Organizations can turn this system-wide warning off by accessing the System Options page (Tools > System Upkeep > System Options)
• This feature is applicable only when name records are inserted and updated by using the Name insert and update forms (standard data entry).

See System Options, Check Preferred Names.

Initium Software's Instant Address assists users in entering and updating address information. It provides real time address autocompletion functionality and mailing address verification in accordance with "postal authority data". Instant Address is integrated into Millennium forms that contain mailing address information. These include the following forms: address, contact info, and credit cards and bank drafts linked to gifts and dues.

You will receive a URL from Initium Software when you purchase Instant Address. Enter this URL into System Options (Tools > System Upkeep > System Options > Initium Software). Then, users who access insert and update forms that contain mailing address fields will see the Envelope button to the right of the address's first line field to indicate that Instant Address is available.

See Instant Address.

There is a new system option to display Death with Basic Data. When this option is set to Yes:

• The Death item is removed from the Millennium Explorer. If a constituent has a Death record, it will be displayed with Basic Data.
• The Death section header will not display if a constituent does not have a Death record.
• Insert a Death record by using the Link > Death or the Link > Death via Default menu item from the Edit Button located to the left of the constituent's Basic Data record.

Additional search options have been added to the Search Reports page.

• Users can to search for reports, Edit/Run reports and View published reports based on the date the criteria was last run. Users can specify a single date or a date range.
• Users can also search for and Edit/Run reports that have never been run.

See Search Reports.

Report Administrators and Millennium system administrators can locate multiple reports at one time, and delete them en masse, by using the Search Reports page.

Users who are not administrators will only be able to delete the reports that they own, one at a time, from the Edit Criteria and View Reports Millennium Explorer items located within the Reporting World.

See Search Reports.

A new standard lookup table code and value has been added to the Report Groups (report_groups) lookup table. The new code is 'driv' and its value is 'Drive'. The system uses the new code to determine what published reports can be viewed in Millennium Drive. Organizations can add extra Drive report group entries if they follow the 'drivX' or 'drivXX' coding scheme. Reports that is saved to a report group with a code of 'driv', 'drivX', or 'drivXX' and published in PDF or HTML format can be viewed in Millennium Drive.

crystal_crufl_mill_install.exe is now located in the inetpub/wwwroot/mill/tools directory on the IIS Server computer.

Prior to this release, it could only be accessed from the Millennium installation image.

Background: CRUFL_mil.dll is an Millennium component used by Crystal Reports to decrypt and encrypt social security numbers and bank account numbers on report formats. CRUFL_mil.dll is installed in the QUEUE directory on Reporting Server computers. crystal_crufl_mill_install.exe is a stand-alone installation program that is used to install CRUFL_mil.dll on s computer that does not function as a reporting server. (a report developer's computer, for example).

Use the newly designed Express Report form to run Express Reports. The new form replaces the Java Fas Tabs control. On the new form, the Fas Tab displays for Intro, Options, Query, Totals, and Format are represented by different sections.

Additional changes:

• When a user reruns an express report and chooses the option to use an existing worktable (the Static Results option), the Load Table form displays to allow the user to select the name of the existing worktable. Previously, a user had to type the existing worktable name into a free-text box .
• When a user exports report results, he or she no longer needs to add the extension (for example .XLS) to the name of the export file.

See Express Reports.

The system triggers will blank out (set to Null) the gifthonrid/dueshonrid field in the original (primary) giving or dues transaction once the linked honor transaction is inserted into the database. In the linked honor transaction, the gifthonrid/dueshonrid field will continue to hold the id number of the constituent who owns the original (primary) transaction.

The 2014.1 database conversion program will blank out (set to Null) the gifthonrid/dueshonrid field in every existing original (primary) transaction to which an honor transaction is linked.

What impact does this behavior have on reporting?

Organizations that maintain custom report formats that use the gifthonrid/dueshonrid field in original (primary) giving/dues transactions to link to data about the constituents who own the linked honor transactions will need to edit the formats. Use the gifthnrkey/dueshnrkey in the original (primary) giving/dues transactions to link to the honor transactions, and then use the giftid/duesid from the honor transactions to link to data about the constituents who own the honor transactions.

Data maintenance forms have data checking routines in place to insure that you enter data that conforms to database and common sense rules. If you enter data that does not pass a data checking routine, an error message is displayed. Close the message and make the needed corrections.

Caution! Firefox may show a Prevent this page from creating additional dialogs check box on the error message. If this check box is on the error message,do not select it! You could be by-passing important data checking routines and suppressing legitimate error messages. This may result in either generating SQL errors as the form attempts to enter invalid data into your database, or entering nonsense data into your database!

Three new standard numeric Summary utility definitions and a standard Years utility definition are added to the system. These definitions will be used when running the new Financial reports that support displaying giving information in Millennium Drive. Largest Gift Abila3, Total Giving Abila1, and Total Giving Year to Date Abila4 are the names of the new standard numeric Summary definitions.

Review the ReportingReporting section of these release notes for information about the new Financial reports.

Launch the Assign Summaries utility (X:\inetpub\wwwroot\mill\tools\AssignSummaryDefinition.exe) to review the details about the new memory definitions. Launch the Set Years Parameter utility (X:\inetpub\wwwroot\mill\tools\SetYearsParameters.exe) to review the details about the standard Years Utility definition.

As part of this enhancement, new codes and values are added to the Memory Names (memory_names) lookup table. These are:

Do not change these codes. But you may want to change these values, especially if you already use the same values for different codes in your Memory Names lookup table. Note that the abila2 - Consecutive Years Giving memory name is designed to be used with the Years utility.

As part of the enhancement described above, new codes and values are added to the Memory Names (memory_names) lookup table. These are:

Do not change these codes. But you may want to change these values, especially if you already use the same values for different codes in your Memory Names lookup table. Note that the abila2 - Consecutive Years Giving memory name is designed to be used with the Years utility.

Configure Java to allow it to keep temporary files on the workstation computers. Access the Java Control Panel by using Start > Control Panel > Java. On the General tab, in the Temporary Internet Files section, click Settings. Select the Keep temporary files on my computer check box, and click Apply. After you have completed the Java configuration steps, be sure to close all open browser windows.

Background:

When Millennium uses a Java applet, Java shows a security warning, and users have the choice to allow Millennium to use the applet or to block it. The Java security warning has an option to turn off the warning for the Millennium application and web site. If Java cannot keep temporary files on the computer, then the application ( Millennium) will be UNKNOWN every time it attempts to use a Java applet. This means that the warning will not be turned off.

Prior to this release, we recommended to organizations that they do not allow Java to keep temporary files on workstation computers.

Custom columns have been added to the memories data table. (The memories table holds Summary records). The following columns have been added:

• 20 date columns
• 20 currency columns
• 10 numeric columns
• 10 Yes/No columns
• 5 text columns

The new columns are not available on the Summaries Utility or on the Years Utility. You can use a SQL or Oracle database query tool to assign values to these columns.

The table_ordr column has been added to the Address Utilizations lookup table. It is reserved for future use.

A new column is added to the Address Utilizations lookup table. The Major Gift Display (table_ordr) column is used by the system to indicate that an address, phone, email or web address record will or will not display in Millennium Drive. It also determines the order in which the records will display. If the value of the Major Gift Display column is greater than 0, then a record with that Utilization will display in Millennium Drive. If the value is equal to 0, then that record will not display. A record with a Utilization whose Major Gift Display is equal to 1 will display first, a record with a Utilization whose Major Gift Display value is equal to 2 will display second, and so forth.

This field has no impact on how address, phone, and internet address records will display in the standard Millennium data displays.

To support Millennium Drive, a Major Gift Display (table_mgo) column has been added to several lookup tables. In some of the lookup tables, this column is reserved for future use. In others, the system will use the value in this column to determine what data records to display on the Millennium Drive Touch Points page.

Touch Points is a Constituents page in Millennium Drive. It is a timeline graph and listing of a constituent's interactions with your organization (touches) and of his or her major life events. The information that displays on the Touch Points page is pulled from different data tables. The system determines what data records to display based on the value of a Major Gift Display field in lookup tables.

The following chart shows what lookup tables have the new column and if the column is reserved for future use or is in use at this time.

Data records will display on the Touch Points page only if they are assigned to a lookup table entry where the Major Gift Display is equal to Y. The Major Gift Display value has no impact on how data records will display in the standard Millennium data displays.

Example: A task displays on the Touch Points page only if Major Gift Display the Tasks Type assigned to the task is set to Y.

Background:

Relationships records will display on Touch Points only when the following four conditions are met:

• The Major Gift flag = 'Y' for the Is a Relationship. (relisa.table_mgo = Y)
• The Major Gift flag = 'Y' for the Is a Group. (relisagrp.table_mgo = Y)
• The Major Gift flag = 'Y' for the Whose Relationship. (relwhose.table_mgo = Y)
• The Major Gift flag = 'Y' for the Whose Group. (relwhogrp.table_mgo = Y)

This field has no impact on how Relationship records will display in Millennium.