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Podcast and Overview: Microsoft Dynamics CRM 2015 Update 0.1 (Update Rollup 1)

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We're proud to announce that all packages for Microsoft Dynamics CRM 2015 Update 0.1 (Update Rollup 1) were released on April 14th, 2015 to the Microsoft Download Center!  These packages should appear on Microsoft Update in Q2 2015.

Note the naming convention change!  Post-RTM Updates used to be called Update Rollups, now they're just called Updates with the version number:

Was: Microsoft Dynamics CRM Update Rollup 1 or 2

Is now: Microsoft Dynamics CRM Update 0.1 or 0.2

For more details, see the Dynamics CRM Product Group blog "New naming conventions for Microsoft Dynamics CRM updates"

Microsoft Dynamics CRM 2015 Update 0.1 Build number:

 7.0.1.129

Microsoft Dynamics CRM 2015 Update 0.1 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2015 Update 0.1: (KB 3010990). Going forward, the plan is to continue publishing Master Knowledge Base articles for CRM Updates a bit in advance of release to aid planning.

Podcast

On April 15th 2015, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:

  • The release of Microsoft Dynamics CRM 2015 Update 0.1
  • New fixes made available In Microsoft Dynamics CRM 2015 Update 0.1

during their Microsoft Dynamics CRM 2015 Update 0.1 Podcast

Note regarding Podcasts: We've recently changed the location of where we are hosting and distributing our podcasts.  See PFE Dynamics Podcast Update for more information.

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The "CRM Update Rollup Collateral Page"

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all supported Microsoft Dynamics CRM Update Rollups and Service Packs, visit the "CRM Update Rollup and Service Pack Collateral Page"

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Important note:

An updated Unified Service Desk (Build 06.01.0001.0132) for CRM 2013 Service Pack 1 and CRM 2015 has been released as part of Update Rollup 1 for Microsoft Dynamics CRM 2013 SP1. See the following Microsoft Download Center webpage for download details:

Unified Service Desk for Microsoft Dynamics CRM 2013 / 2015

General Upgrade Rollup and Service Pack Notes:

  • Testing CRM Update Rollups: Best Practices
    • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Updates, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
    • The “general rule of thumb” for test plans for Update Rollup installs are:
      • Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
      • Consider using the Performance Toolkit for Microsoft Dynamics CRM to simulate your production user load in your testing environment, to shake out any performance-related issues early. The CRM 2011 version is currently being evaluated against CRM 2013 and CRM 2015, but CRM Premier Field Engineering can help you use the CRM Performance Toolkit with either CRM 2013 or CRM 2015
      • Test using the permissions your most restrictive end-user roles have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
      • Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB functionality or customizations done from within the UI

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Microsoft Dynamics CRM 2015 Update 0.1 packages are available for download via: 

  • The Microsoft Dynamics CRM 2015 Update 0.1 Microsoft Download Center page - released April 14th, 2015
  • The Microsoft Update Catalog  (packages scheduled for release in Q2, 2015)
  • The Microsoft Update detection / installation process
    • Note: Microsoft Dynamics CRM 2015 Updates will be pushed via Microsoft Update as Important updates
    • Client packages installed manually by downloading the packages and running install will require local administrator privileges. If the client packages are installed via Microsoft Update or SCCM (System Center Configuration Manager), they will not require local administrator privileges
    • Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally.  WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
    • For help with installation please see the Installation Information section of the Microsoft Dynamics CRM 2015 Update 0.1 "master" Microsoft Knowledge Base article
    • Please review Jon Strand's blog posting "CRM 2011: Silently Installing Update Rollups" which provides details on installing CRM Outlook client update rollups "silently" in order to limit end-user interruption, which also applies to CRM 2013 and CRM 2015 Updatesollups and Service Packs

for these CRM components:

Microsoft Dynamics CRM Server 2015

Microsoft Dynamics CRM 2015 for Microsoft Office Outlook (Outlook Client)

Unified Service Desk for Microsoft Dynamics CRM 2015

Provides a configuration-based framework for quickly building agent applications for call centers. You can aggregate customer information from different areas in Microsoft Dynamics CRM into a single desktop and get a 360° view of customer interactions

Microsoft Dynamics CRM 2015 Email Router

Microsoft Dynamics CRM 2015 SSRS (SQL Server Reporting Services) Data Connector

The SSRS Data Connector is not available as an individual download.  It is included in the Microsoft Dynamics CRM Server 2015 download. When you extract the Server package (CRM2015-Server-ENU-amd64.exe /extract:path: extracts the content of the package to the path folder), you’ll find the Data Connector in the SrsDataConnector folder

Microsoft Dynamics CRM 2015 Language Packs

Microsoft Dynamics CRM 2015 for Windows 8 (“MoCA” – the Mobile Client Application available via the Windows Store)

Microsoft Dynamics CRM for iPad (in iTunes)

Microsoft Dynamics CRM 2015 Report Authoring Extension (with SQL Server Data Tools support)

Microsoft Dynamics CRM 2015 List Component Microsoft Dynamics CRM 2015 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)

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Microsoft Dynamics CRM 2015 Update 0.1 Prerequisites:

  • Essentially the prerequisites listed in the Microsoft Dynamics CRM 2015 Implementation Guide download or specific TechNet content for the various CRM components serviced

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Issues resolved via Microsoft Dynamics CRM 2015 Update 0.1: 

Microsoft Dynamics CRM 2015 Update 0.1 contains fixes for issues reported by customers or discovered via internal testing.

Fixes released via Microsoft Dynamics CRM 2015 Update 0.1:

  • Appointment tile only shows the end time of appointment in the CRM for Tablets
  • Cannot use backspace key to delete value from fields with iOS7 in Safari on iPad
  • 1: N lookup fields are not populated when using mobile devices
  • A JavaScript error occurs switching between forms for Facilities/Equipment
  • A script error occurs when closing a DateTime control in CRM for Tablets
  • Using the OrgDbOrgSetting tool to set the boolean value SkipGettingRecordCountForPaging to True causes paging to be removed from subgrids
  • After upgrading to CRM 2015 the fields DeliveryPriorityCode and DeliveryLastAttemptedOn do not appear on all Out of Box Activity Entities
  • Business Process Flows are not displayed on the Account entity for the System Administrator role
  • Business Rules do not fire when comparing a decimal field value equal to 0
  • Cannot Save or Delete Connections when Team Templates are removed
  • Charts containing option sets ignore the order that is specified
  • Command bar Enable rules do not work when detecting if an attribute exists in the CRM Client for Outlook
  • Dependency calculation error occurs when importing a queue item view with an attribute from a custom relationship
  • The Activities tab in the Social Pane will not display Email Activities containing an invalid HTML format
  • Ellipses are disappearing when the command bar labels have long names
  • Extra white space appears between form controls when scrolling in Safari on iOS7
  • When assigning Team membership via a custom plugin, users receive an error message when attempting to open records owned by the assigned Team
  • Executing a ApplyRoutingRuleRequest message in code will execute without error but the rule is not applied
    Removing or inserting line breaks in response to an HTML email using the web client will cause email font to be lost in some parts of the email body
  • Incorrect messaging for Marketing Campaigns when using Russian language pack
  • Incorrect time is displayed when using custom time formats on Activity entities
  • Loading a child record from a parent can cause parent activities to load on child activity wall
  • Merging records with same Team as the owner creates unnecessary POA records
  • CRM for Tablets will not configure for some time zones
  • On Quote, Order, and Invoice the associated entity navigation bar is not updating with the correct navigation tiles
  • Outlook crashes when viewing another users items in the calendar, contacts folder, or task folder
  • Outlook hangs after startup when CRM for Outlook is configured
  • Parent Account is not populated for Phone Call activites if creating the activity from a subgrid on the Account entity Information form
  • Quick Find does not work on Articles when added to a Dashboard as a subgrid
  • Quick View form shows incorrect status reason values when displaying the data on a different entity form
  • Rendering issues with SharePoint integration when using managed metadata columns in SharePoint
  • A script error occurs when deactivating a CRM record after viewing the Documents area for SharePoint integration
  • Resizing a chart pane that contains multiple X Axis categories, one of which is a Boolean field, causes category values to be removed
  • Resolved Case settings in Case Creation rules are not processing as expected
  • Resources tile is not present under related navigation for the Site entity
  • Using the Save and Close button when creating multiple Appointments on the Sales Calendar causes an error to occur
  • Scroll bar does not appear on Edit Properties and View Properties dialog windows for SharePoint documents
  • Scrolling appears jittery and does not react to touch in Safari on iOS7 on iPad3
  • Sent Emails are not promoted to CRM when using Track all Email messages and Server Side Sync
  • Using XrmPageuisetFormNotification to set a notification does not work when triggered from a Quick Create form
  • Solution import fails with error that the LocalizedLabel is required by another solution
  • Error messages generated when working with Appointment activities appear in a language different than the default selected for the CRM organization
  • Related navigation tiles are missing from entity forms
  • Tiles for sub-menu items are missing from horizontal navigation bars
  • Updating an email address value for a recipient that contains multiple email addresses in CRM causes replies to a previously received email to be sent to the newly updated email address instead of the original email address
  • The DisplayRules for command bar buttons are not reevaluated after a case record has been reassigned
  • Regarding information is missing for email activities when going offline
  • The Reading Pane for Phone Call records are not displayed in CRM for Outlook
  • The sample currency format that is displayed in the Personal Settings Format tab is displayed incorrectly
  • Users with Administrative Access Mode are unable to import a solution containing Reports
  • Attempting to update a Connection entity record that does not have a Connection Role defined results in an error
  • Asynchronous Plugins that generate a COM Exception enter a failed state instead of being temporarily suspended and cannot be retried
  • Custom web resources inserted in an iframe on an entity form are not rendered correctly when viewed in the Safari browser on iPad
  • When adding data to the CRM Fields form in the Microsoft Dynamics CRM 2013 Client for Outlook, that data is not being persisted to the record if the user does not click away from the field to lose focus
  • When Creating Custom System Views, users may notice that if they leave the Primary Name Attribute on the view, it may not display in the CRM for Outlook Client
  • Exporting a solutiong containing an SLA record will add a new SLA workflow process to the customizations.xml file each time the solution is exported
  • Datetime fields with a format setting of Date Only will continue to display time values when viewed in CRM for Tablets
  • Attempting to filter a lookup using a 1:N relationship results in an error when clicking on the lookup icon if the related field is not already populated
  • When inserting a template into the body of an email using Internet Explorer, the template is inserted at the top of the email body instead of at the expected cursor location
  • Trace logging for the CRM Unzip Service refers to the SharePoint Async Service when it should instead mention the CRM Unzip Service
  • Poor performance is observed when attempting to use the Find Available Times feature for Resource Scheduling for the first time
  • Microsoft Dynamics CRM SDK calls will not work as expected if the Security Token Service used for Claims Based Authentication does not produce an Asymetric Security Token response
  • You are unable to create records for custom Activity entities when the RegardingObjectId is set
  • Clicking the dropdown arrow to the right of the Activities menu does not display Recently Viewed Items
  • An error occurs when creating a new E-mail template: "An error has occurred, please return to the home page and try again"
  • Email fields do not resolve properly even after manually resolving to a Contact
  • Phone Call activity created from a contact record does not auto populate the field Call To
  • An error occurs when creating a second Appointment record from the Dashboard Navigation: "Try again"
  • When an .exe file is attached to a Note in a Case, it throws an error and the Note is not saved
  • Script error occurs when clicking front and back arrows in the Help dialog
  • Duplicate sequence numbers occur for Opportunity, Quote, Order and Invoice details
  • A script error occurs when opening an entity on an Android 4.4 device
  • Forms are not refreshed when assigning Accounts to other users
  • ClientGlobalContext.js.aspx changes causing Silverlight controls to fail
  • Tabbing does not work in Safari 8 on OS X 10.10
  • Using the Stage.getCategory() function for the Process Flow API does not work properly
  • Branch fields are not being reset when changing stage in the Process Flow in Safari 8 on OS X 10.10
  • A blank page is added when exporting a report created from Report Wizard
  • A script error occurs when removing all branches from a branching Business Process Flow
  • An error occurs when trying to set dynamic fields in a workflow for the Account entity
  • Saving a Business Process Flow without providing details in the "value" field throws an Invalid Argument error
  • Opening an activated Business Process Flow and closing without making changes asks if user is sure they want to leave the page
  • Business Rules do not execute after meeting conditions in CRM for Tablets
  • Process Rules are not triggered when setting custom Two Option field with an existing field
  • Required fields in CRM for Tablets are set and uneditable for Opportunities
  • Stages in Business Process Flows are missing when using nested branches
  • Going backwards in a Business Process Flow marks all items as Complete instead of clearing them
  • Clicking on the Audit History tab of a workflow causes an "Unexpected Error" to occur
  • Script errors occur when using Business Process Flow APIs such as setActiveStage
  • Unable to import a managed solution containing Business Process Flows from Microsoft Dynamics CRM 2013
  • Marketplace solutions links do not function
  • Unable to create a Competitor and an error occurs when saving the Competitor form
  • A script error occurs when closing a record from Bulk Deletion window
  • Clicking Save and Close in the Hierarchy Security Configuration window without any changes throw an "Invalid Argument" error
  • Daylight Savings Time changes for Chile and Mexico
  • Hierarchy Security Configuration window does not appear in Chrome
  • When adding users through Multiple Users window, it does not find valid Active Directory users
  • Removing a security role from a team takes a very long time
  • Performance on the Product entity has decreased
  • Hierarchy rules are broken when a User's Business Unit is changed that is part of a user-manager hierarchy
  • Error deleting Connections when using Azure plugins or Workflows
  • Solution Imports fail when Workflows containing dynamic URLs are included
  • Complex calculated fields on related entities cannot be defined
  • Activity Feeds are not working in an Internet Facing Deployment upgraded to Microsoft Dynamics CRM 2015
  • CRM for Outlook Pivot Table and dynamic export to Excel options fail to export
  • Incorrect text is displayed when clicking on Add Condition for Calculated fields with the System Customizer role
  • Unable to connect to an organization with more than 1000 users
  • Event campaigns with "Publish to Web" checked are not being listed in the Event Calendar page
  • When you have a plugin registered on Create of a Contact, the Contact fails to be created
  • Actual revenue field, when edited with alphanumeric values, is getting reset with the previous numeric value present when using the CRM for Tablets
  • Blank space displayed when scrolling through the associated records on Android 4.4 devices
  • Script error occurs when a user navigates to an entity grid from a record after reconnecting a CRM for Tablets device to a network
  • Unable to configure the Microsoft Dynamics CRM 2015 CRM for Tablets application with OAuth while on an internal LAN
  • Black background is seen when scrolling records in 'Opportunity Product Inline' associated simple list of the Opportunity form in iOS8
  • Notes quick create form is not dismissed on clicking System back button and application is closed on Android 4.4
  • "All Day Event" within Appointment is not functioning as expected on Android 4.4
  • Lookup bar leaves white space at right end while scrolling on Android 4.4
  • List controls in search results are not populated with additional records on Android devices
  • Tiles disappear when navigating to and from the dashboard on Android devices
  • Dropdown values are not displaying properly the first time opened on Android devices
  • A horizontal gray line appears on users lookup bar when using Android 4.4
  • When "Prevent click-to-call" is unchecked under Policy set. Control policy error is displayed when user clicks on contact card when using CRM for Tablets
  • Script error occurs when opening any record from an activity grid after using record set navigation on the CRM for Tablets
  • Fields that are meant to be Date only should not show Date and Time controls in CRM for Tablets
  • Receiving Invalid Parameter Error in CRM for Tablets for sub-grid views with Related Entity columns
  • Changes made to the Email Server Profile record during the loading period persists
  • A confusing error message occurs when the CRM for Outlook client cannot logon to the MAPI store in Outlook
  • CRM 2015 Client for Outlook ADAL library is not FIPS compliant
  • Appointment record is not created in CRM when tracked by invitee from the CRM for Outlook client
  • An OAuth Error occurs when selecting CRM Online and "Connect automatically with my current credentials" is left checked when configuring the CRM for Outlook client
  • Not able to send the direct mail for selected account record in outlook offline mode of CRM for Outlook client
  • Unable to change the settings of Address Book, for the "Entity record type being Synced to Address Book" in the CRM for Outlook client
  • Outlook crashes when configured with the CRM for Outlook client if it loses network connectivity
  • Icons are not displaying for Opportunity Products and Opportunity relationships in the navigation bar
  • Opportunity Product list does not show name for Write-In products
  • Suggested Product is added more than once if we click on ADD button on the suggestion fly out more than once
  • Business Closure URL allows for XSS security vulnerability
  • Resolve stage in Case form is empty when using CRM for Tablets
  • Incorrect solution customization for ContractTemplate and KbArticleTemplate
  • Action Calls to navigate to a webpage is appending the org url when called through routing rule during session creation
  • Show Tab functionality from a sub-button does not work properly
  • Unable to set a timer on the Task Editor form
  • Email a link option is not functioning on KB Article template
  • Unable to use custom Views in Products subgrids
  • Stakeholders and Competitors cannot be added in the Lead or Opportunity forms using a subgrid
  • Incorrect dialog is displayed when selecting "Set Work hours" from the Customer Service Schedule
  • When a custom entity has a primary name attribute set as optional and a record is created without a value for the primary name field, you are unable to select this record through a lookup to this entity
  • Unable to create a new View using Chrome because of dialog stating "You must provide basic information about this view before using this form."
  • If a user does not have the Read permission for the Campaign entity an error will occur while reading, or creating an Account, Contact, or Lead
  • After opening an Account record from the hierarchy view into a new window using left arrow pop up button the Account form appears. When that Account form is closed the home page is displayed instead of displaying hierarchy view
  • Multi-line field headers are not a tab stop
  • Script errors occur when changing Start Times on Service Restrictions
  • Clicking On Associate child Cases and SetParent Relationship Dialog causes a JavaScript error
  • Unable to open the Quick Find entities selection when in System Settings using Chrome
  • Unable to use Lookup Field that will be filtered by N:1 relationship
  • A JavaScript error occurs when clicking the OK button after checking checkboxes for Global Audit Settings
  • Users are unable to select elements from a dropdown list using the keyboard
  • Icons do not load properly on Safari 8 browser for OS X 10.10
  • An error message occurs when trying to edit filter criteria of a System View
  • Users are unable to unfollow or follow multiple records from an entity grid
  • Duplicate tabs appear for Work Hours and Service Restrictions
  • Unable to add columns in Reports wizard page for Sales reports
  • Users are unable to enter First Name and Last Name in the Lead form on iOS8 devices
  • Users are unable to enter First Name and Last Name in the Lead form on Android 4.4.2 devices
  • Email Templates and Email tabs are not visible in Settings menu
  • Buttons are hidden behind scroll bar and are not displayed appropriately on ribbon for Connection roles
  • Form Assistant on Scheduling dialog does not show the Resources tree for the selected Service
  • Double Click does not open properties dialog in Chrome
  • Clicking OK or Cancel in the Recurring Appointment fly out does not work in Chrome
  • A script error occurs when clicking delete on a Service Restriction
  • The "OK" button does not respond in the Email Configuration form from the CRM for Outlook client
  • Navigation arrows and item numbers disappear when browsing subgrid items
  • You are unable to add components to an existing solution
  • An error occurs when adding a custom filter in the CRM Client for Outlook
  • The "OK" button does not respond in the Service Configuration Settings
  • An error occurs when editing the Bing Map control
  • Adding a step to a workflow causes a script error in Internet Explorer and causes Chrome to stop responding
  • Service Schedule Work Hours are not being saved for "Are the same each day" and "var by day" options
  • Activity status is truncated in the Activity record
  • Field Security Profiles do not save
  • The Save As dialog throws a script error when clicking the OK button
  • Unable to see menu controls on the Menu Bar in Safari 8 on Mini Mac OS
  • The Entitlements subgrid moves when scrolling and overlaps column names
  • A script error occurs when clicking the "X" on the Service Scheduling dialog
  • Unable to add multiple components to a Solution at one time
  • Unable to share an Account record from the Advanced Find window
  • Field Security permissions changes are not automatically reflected on form

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Full Text indexing now provided for CRM On-premise customers with Update 0.1!

By default, Microsoft Dynamics CRM 2015 with Update 0.1 installed uses the same search functionality that was available in previous releases, which is based mostly on string matches. Now, with CRM 2015 Update 0.1, CRM system administrators have the option to use full-text indexing for Quick Find.

We recommend that you consider enabling full-text indexing for Quick Find because it can provide a better search experience by improving query performance. Full-text search also uses more sophisticated indexing methods that includes support for linguistic-based searches and superior relevance ranking. While the previous search method (standard indexing) returns results based on literal matches, full-text indexing returns linguistic-based matches. For example, the term "service" can return similar words like servicing and serviced.

Note to CRM Administrators: When you enable full-text indexing for a database with a large number of columns, the size of the transaction log of the organization database may increase. So as always when configuring Quick Find, consider the implications by reviewing the full TechNet documentation for this feature addition: Configure Quick Find options for the organization

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Support for new technologies provided by CRM 2015 Update 0.1:

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM and associated CRM Updates against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft releases enhancements via future Microsoft Dynamics CRM Updates or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List.

Microsoft Dynamics CRM 2015 Update 0.1 provides support for:

Hotfixes and updates that you have to enable or configure manually

Occasionally, updates released via Microsoft Dynamics CRM Updates require manual configuration to enable them. Microsoft Dynamics CRM Updates are always cumulative; for example, Update 0.2 will contain all fixes previously released via Update 0.1 as well as fixes newly released via Update 0.2. So if you install Update 0.2 on a machine upon which you previously installed no Updates, you will need to manually enable any desired fixes for Update Rollups 0.1-0.2:

  • Microsoft Dynamics CRM 2015 Update 0.1: no updates requiring manual configuration

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Microsoft Dynamics CRM compatibility with technology stack components: Internet Explorer, Windows Client and Server, Office, .NET Framework, and more

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 2015 Update Rollups against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft will release enhancements via future Microsoft Dynamics CRM Update Rollups, Service Packs, or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List.

Greg Nichols
Dynamics CRM Senior Premier Field Engineer
Microsoft Corporation

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