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How to access OfficeClip from outside your firewall

by SK Dutta 4. January 2018 15:39

If you have installed OfficeClip on your local server and want to access it from outside your LAN you have the following options:

  1. Setup port forwarding on your router to the OfficeClip Server IP address
  2. Use the router supported dynamic DNS to automatically forward incoming OfficeClip request the OfficeClip server
  3. Use third-party reverse IP services like ngrok to access OfficeClip without doing any change in your router

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OfficeClip Tips

How to share documents with your customers

by SK Dutta 16. November 2017 14:13

When you are working on a project inside OfficeClip, and you need to share a document or a folder with your customers you can do it directly from within the OfficeClip Sharing Application.

You can share the documents in two ways:

  1. Web Link: In this mode, the system generates an email that contains a link. On clicking, it provides a way to download the document to the user's computer. This form of sharing can be password protected, and you can also put an expiration date.

    The password is usually not sent in the same email as the link.

  2. Secured Link: In this mode, you first create a login account for your customer. Then you share the document in the same manner as in public sharing, but the customer will have to log in to his/her portal account to see the share.


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OfficeClip Tips

Patch 3 Released for OfficeClip 10.4.27

by SK Dutta 20. February 2017 18:38

Today we have released a new patch that solves some of our customer's issues. Following are the changes in this patch:

  1. PatchGeneral: Google Sync was failing in some cases   PE1141 (Support Tickets)
  2. PatchTimesheet: Could see attachments inside Submitted/Approved Timesheet   AC1138 (Support Tickets)
  3. PatchContacts: Mandatory List Fields were not checked for validation   AC1137 (Support Tickets)
  4. PatchProjects: Unable to scroll the Accounts List screen   AC1136 (Support Tickets)
If you have the installed version of OfficeClip, you can go to the OfficeClip download page to read instructions and download the patch. If you are using OfficeClip online at our website they are automatically applied to the site.

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OfficeClip News

New Release 10.4.22

by SK Dutta 4. November 2016 14:20

We have made a service release 10.4.22. This fixes some of the recently reported issues.

  1. Enhancement: Notes: In the issue tracker text areas hyperlink buttons are there try to add a hyperlink and unlink observe the functionality working or not and check the spell check button is before the hyperlink
  2. Bug Fix: Issue Tracker: Note was not formatted correctly for extranet users
  3. Bug Fix: Settings: Deleting an organization with some demo data was throwing an exception NR1538(10x)
  4. Bug Fix: Time Off: Time Off → Admin → Select a time off category → History → was showing the wrong history KP1094(Support Tickets)
  5. Bug Fix: Time Off: Time Off rejection mails are not coming to the user BK1544(10x)
  6. Bug Fix: Time Off: Timeoff > my requests & archived lists > delete was not asking for permisssion DK1531(10x)
  7. Bug Fix: Timesheet: Timesheet Profile change email was not sending emails correctly (the link was showing up as empty) IK1543(10x)
  8. Bug Fix: Timesheet: User was not able to navigate to the timesheet page from the email link that is sent when the timesheet is approved NK1525(10x)
You can download and install the new release from here. It you are using the cloud edition, it has been upgraded already.

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OfficeClip News

New Release 10.4.20

by SK Dutta 5. October 2016 15:46

Welcome to the new release of OfficeClip. In this release we bring you a few enhancements and many bug fixes:

Document Viewer


Before downloading a document, you can now review it using the in built viewer. Current supported files are office documents (docx, pptx, xlsx), html, pdf, xml, js and text files.

Windows Live OAuth2

If you have a windows live account, you can use that to login to OfficeClip instead of your OfficeClip login and password.

See full release notes

Download Link (for users who have the installed version)


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OfficeClip News

How to control access of OfficeClip Reports

by SK Dutta 29. July 2016 16:30

After getting a query from one of our customers, I decided to do this quick video on how to:

  1. Provide OfficeClip Report Access to certain members (or roles) of your team.
  2. Manage Access at the Reports level. For example, do not allow some reports to be shown to an employee.
Note: Make sure you exercise caution when you expose your reports to non-administrators of your organization. Depending on their access they may be able to see some information that you may not want them to see!



Please reply with your questions or comments

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OfficeClip Tips

New! OfficeClip Release 10.4

by SK Dutta 13. February 2016 19:22

This is a major release after about 5 months. We fixed more than 150 issues and made lots of enhancements to OfficeClip. This article discusses the enhancements we made in various applications of OfficeClip:

More...

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OfficeClip News

How to create a staging server for OfficeClip

by SK Dutta 7. March 2014 12:03
Staging servers are needed when you do not want to put a new release directly into the production environment. You may want to make sure if some new feature needs some training, or your team may feel comfortable testing the new release before putting it in production.

This article provides a step-by-step walk-through of creating a staging server. It also explains how you can use a pre-configured amazon ec2 instance as staging server.



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Developer Resources

How to use Amazon Ec2 Free-Tier with OfficeClip

by Narsimha 21. February 2014 08:41

Note: If you are using OfficeClip from AWS Marketplace, you *DO NOT* need to follow the instructions given below. Your initial password of the created instance is abcd1234@ which must be changed before using the software.


Amazon provides a free-tier for its EC2 (Elastic Cloud) on their smallest server (called micro-instance) for one year as long as you are within their limits of access (for limits see http://aws.amazon.com/ec2/pricing/). In most cases you will not have to pay for it in the first year. After the first year you will pay around $15 to $20 per month if you prepay for one or three years. Please visit http://aws.amazon.com/free and the amazon AWS site at http://aws.amazon.com to get more details.

We have created an Amazon Machine for you with OfficeClip already installed. The basic version of OfficeClip is free for 10 users. So essentially you can run OfficeClip dedicated server free for one year.

Let's see how this compares with installing OfficeClip at your own machine:

  • Pros: You have a dedicated machine but do not have the hassle of software installation and maintenence
  • Pros: OfficeClip is pre-installed for you, so all you have to do is start the machine
  • Pros: Amazon currently provides a free-tier for one year
  • Pros: You can dynamically scale processing power, memory and disk space while keeping the information intact.
  • Cons: Amazon Free Tier Micro Instance is a small machine and OfficeClip may run slow. We have tested it ourselves. While most operations are fast, sometimes you may have to wait for a few seconds delay.
  • Cons: Amazon charges for the bandwidth, so you have to be careful. If your machine is compromised by some spyware, it can run up your bills quite a bit. Amazon has alarms to guard against it but most people do not set those.
  • Cons: It is more expensive to host your machine at amazon compared to hosting it on premise if you do not consider human labor cost of installation and maintenence.

Installation Steps

More...


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OfficeClip Tips

New OfficeClip Release 10.1.37

by SK Dutta 5. November 2013 18:11

This release comes after a long time with many enhancements and bug fixes. I am listing a few of them here:

  1. Enhancement: It is now possible to make copies of Reports
  2. Enhancement: In timesheet comments box (and in CRM) when typing any characters, the remaining characters are now shown
  3. Bug Fix: When we open the daily call list page yellow screen error is coming(Divide by zero encountered error)
  4. Bug Fix: From homepage, if we click on the edit note, yellow screen is coming
  5. Bug Fix : Issue Id IK0191 of 10.x Release (Title : New Extranet user creation is sending Organization New User email instead of extranet email)
  6. Bug Fix: Issue Id NR0197 of 10.x Release Announcement is not getting saved for Free users)
  7. Bug Fix : Issue Id NR0192 of 10.x Release (Extranet - Login credentials are not working when sent via email)
  8. Bug Fix : Issue Id NR0198 of 10.x Release (Some wrong Subscription notifications are going from officeclip.com)
  9. Bug Fix : Issue Id NR0164 of 10.x Release ( Select a user (Who is in current org only) in timesheet proxy >> and change organization which is also proxy elabled >> then Yellow Screen is coming)
  10. Bug Fix : Issue Id NR0102 of 10.x Release (TimeOff emails are not going from dot com)
  11. Bug Fix : Issue Id NR0174 of 10.x Release (Account >> Admin >> Rules >>  Access Rules >> after creating rule if we run the rule, it is not updating the existing accounts)

Photo thanks to Flickr (Globalism Pictures) creative commons attribution

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OfficeClip Products

Use notes to share your ideas in OfficeClip

by SK Dutta 17. October 2013 15:29

You can use OfficeClip to share your ideas and notes with your colleagues. In OfficeClip Desktop, click on the Notes application from the left application bar. A list of notes are shown. From here you will be able to create new notes or share them with your team.

Each note can be created using the html editor provided and then can be made private or sharable with the organization.

Notes, in OfficeClip, can be used to keep track of variety of things. For example, we use it to keep track of our weekly status and plans. You can also use it to store project notes.

 

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OfficeClip Tips

OfficeClip New Release (10.1.28)

by imran 31. July 2013 09:50

We have created a new release of OfficeClip (10.1.28). In this release we made OfficeClip more robust by fixing some of the issues that we have been in the previous release.

 

  • Bug Fix: Fixed issues with the notes expand and collapse feature
  • Bug Fix: Incorrect reports getting created for organizational employees
  • Bug Fix: Campaign Design: In the Image editor, the images are not showing properly
  • Bug Fix: Contact Manager: Call List: Actions once selected were not getting selected again
  • Bug Fix: Opportunities: View Screen: Documents - Upload - Busy icon remains fixed
Click here to see the complete release notes

If you are using OfficeClip Hosted, it is already updated in the OfficeClip.com. If you want to download and install OfficeClip on your machine or private cloud, you can get it from here

 

 

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OfficeClip News

How to short circuit the officeclip login page

by Admin 30. July 2012 14:44

Some of our users have asked us to create a way so that they can put the officeclip login page on their website. Due to security reasons, so far we have restricted people to login from the OfficeClip website.

We have now added a small program (starting version 9.3.10) that will do the following:

1. Allow administrators to add login html code snippet to their website and submit directly to OfficeClip

2. Automatically send the login and password information using http form post to enter into OfficeClip

Please note that use of https or an interanet implementation of OfficeClip is suggested while using these modes:

Use the following html input fields:

  • shortLogin: contains the login email address
  • shortPassword: contains the user password
  • Http post these information to http://<your-officeclip-application>/ShortCircuit.aspx (if you are using hosted version, it will be https://officeclip.com/ShortCircuit.aspx
If everything goes alright, it will log you in to OfficeClip, if not you will get a message saying Login Incorrect.

 

 

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OfficeClip Tips

Last month $50 amazon certificate winners

by SK Dutta 16. July 2012 21:15

Last month (Jun 16, 2012 to Jul 15, 2012) we solicited feedback from you and you have given us some great feedbacks. The $50 amazon certificate winner are:

    Michael Monica from Greznet
    Melissa Bartels from Sailfish Boats
    Mike Morgan from ROS
    Noelani Berkholtz from BookIt.com

We would take this opportunity to thank everyone else who has given any feedback during this period.

Next month (between July 16 - Aug 15) will give out 4 amazon.com certificate for $50 for your feedback.

You can send feedback via Email or via LinkedIn Group

Thank you for your feedback. You make OfficeClip better!

 

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Other

New OfficeClip Release (9.2.5) with lots of new features

by SK Dutta 10. December 2011 21:23

We have now released the newest version of OfficeClip 9.2.5, that incorporates, in addition to numerous bug fixes, implementation of many feedback that you had been giving us in the past few months. Thank you for all your feedback and suggestions for improvements.

To explain all the features will make this newsletter long, so I have decided to highlight the salient points here. I am planning to offer a webinar next week to go through all these features, check your email for the invitation.

More...

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OfficeClip News

How to Track Relationships in CRM

by imran 29. October 2011 14:52

In most CRM you can relate Contacts with other entities like Accounts or Opportunities. What if you wanted to relate a contact with another instance of contact? Why this is important? 

These kinds of relationships can come handy in many business situations where you need to keep track of relationships. Suppose you are a real estate agent and you want to track a buyer (Contact), his agent(Contact), the broker(An Account) and the sale(an opportunity).

 

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OfficeClip Tips

Data security when working with a partner organization

by SK Dutta 2. September 2011 07:57

 

Yesterday one of our customers wanted to know how he can invite the employees of a new outsourcing company (he is working with) to OfficeClip but keep them from seeing internal information of the company. 

Sometimes people have to go extra mile to hide their information. For example, if you want to give access to somebody to your personal computer, you may want to make sure that they do not have access to folders or files on the hard drive.

More...

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OfficeClip Tips

How to run OfficeClip Instance on the Amazon EC2 Cloud

by SK Dutta 9. March 2011 17:51

Many of our customers have requested to host their installed version of OfficeClip outside their company. In this article we present a simple way to host OfficeClip on the Amazon EC2 cloud. OfficeClip uses Windows 2008 Datacenter OS and Sql Express 2008 image on the Amazon EC2 cloud. Running OfficeClip on the amazon EC2 cloud will provide you with the following benefits:

  • You can run the installed version of OfficeClip on a dedicated server.
  • There is no need to install OfficeClip, the installation is already done for you and you can just configure and run it.
  • You have the flexibility to increase or decrease the machine resources based on your needs.
  • It is cheaper than many dedicated or virtual servers you can find in the market.

More...

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Small Business Tips

Create Campaigns and Newsletter using the Contact Manager

by vasantha 15. February 2011 22:45

In the past we have received many questions about how to use the Campaign feature of OfficeClip and I thought that this blog, along with the video, will give a good idea. In short the campaign manager can do a few things:

  • Send Html or text emails to some or all your contacts
  • Ability to send campaigns made using Microsoft Word via the campaign manager (as html email)
  • Use mailmerge to merge contact information with the print campaigns made with Microsoft Word.

More...

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OfficeClip Tips

Security of the Microsoft IIS 7.5 SMTP Server...

by SK Dutta 17. December 2010 15:11

This week our IIS SMTP (Internet Information Server, Simple Mail Transfer Protocol) server was compromised and spammers were able to get control of it and started sending spams from all over the world. When the server started running low we found that there are around 100,000 spam mails in the SMTP queue (and similar numbers in the Bad Mail folder). Some of our customers did not get some of their mail delivered. We have since corrected the problem. Some of our customers are using SMTP in IIS to send their emails via OfficeClip Installed Version. I will relate some precautions to be taken in such a situation.

  • Always enable the SMTP log in the IIS
  • Create an alarm if the SMTP log is becoming too big, too fast
  • Set the SMTP port to some higher port number instead of 25
  • Make sure that you put the correct IP addresses of the machines in the SMTP Relay settings
  • If the SMTP server gets compromised, check all the blacklists and work with your SMTP to get removed from the list.

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