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Corporater BMP - 4.2.0.4 - Release Notes

New and Changed Functionality

This version only supports upgrading from version 4.1.1.5 and later. This means that if you are upgrading form a version older than 4.1.1.5 you must first upgrade to version 4.1.1.5.  

Java 8 required to run version 4.2.0.x.

New functionality: Model Page. The main goal of the the Model Page is to support more and different models than the traditional Balanced Scorecard model. The Model Page is similar to the Scorecard in that it is a top level object that may be added to organizations in order to create pages that contain other objects. The Model page itself cannot show status, but the objects on it can. Therefore, even though most EPM objects may be added to a Model page, Perspectives, Strategic objectives and KPIs may not be used in Model pages. This new structure is useful in organizations that want to make use of several different types of measurements and frequencies.

New objects: Indicator list and Indicator. Use an Indicator list to create a list of Indicators without using the normal scorecard structure. You can create a hierarchy of Indicators by adding an Indicator under another Indicator as a sub-element. Other objects may also be added to Indicators. Indicator lists and Indicators may be used in Model Page and Scorecard structures.

Model Page, including Indicator List and Indicator are licensed separately from the Scorecard model. Please contact your Corporater office for more information

Improved property management:

  • Property settings – a central library of property templates containing all the custom and system properties that can be linked to objects. Property settings are linked in: 
  • Type management - a new model for the properties. All properties in Type management are links to properties in Property settings.

See “Property settings” and “Type management” in the User documentation for more information.

Some System properties have been removed:

  • For Scorecard: Mission, Vision, and Main Goal have been removed
  • For KPI: Intention, Data source, Type, and Frequency have been removed

Tips: Use a Text property and add your own custom properties to replace any of these properties you may require.

If any of these System properties exist in your system, they will be converted to Custom properties during the upgrade procedure. 

Known issue with this change: since these properties are no longer system properties they are no longer internationalized, i.e. they will only be available in the language in which they are created. Existing customers will experience that these properties only use one language as the display language, even when they change to a different language, as in all custom properties.

New Custom properties:

  • Token property: is similar to Text property but can also use Reporter tags, so it can refer to other properties
  • URL property: to create fields for adding URLs. The URL property is shown as a URL icon in tables on the web, and when the user clicks the icon he/she will be taken to the corresponding page

See “Custom and Historical properties” in the User documentation for more information.

New property on Custom properties: ‘Overridden column name in table’. When this property is visible in a table, if it has a value, it will use that value as the header instead of the property name. This allows shorter table header name e.g. for Boolean properties.

Improved Visibility rule functionality: now includes filtering on user as well as properties, and improved selection of operations. You can choose to apply Visibility rules to any combination of editing in Configuration Studio, Web pages, and/or Tables (web).

Note that new Custom properties are created and linked to an object, their default setting in ‘Column Configuration’ in Filtered lists is “Not available”. When migrating to this version some tables will have their ‘Column configuration’ set to this new default automatically, while some will keep their “Hidden” value. E.g. if ‘Column configuration’ has been edited, it might been saved with “Hidden” instead of “Not available”. Any ‘Column configuration’ that is already saved will remain as it is. If you are adding a table that exists in defaults then ‘Column configuration’ might already have been set there.

Global time and organization context available in Configuration Studio making it possible to set period and organization context. A new ‘Context’ panel next to the Tool bar in Configuration Studio where you can set the period and date context. This panel replaces the ‘Context’ panel in ‘Advanced search’ and the ‘Preview’ panel. Configuration dialogs and ‘Properties’ panels are also connected to this Context selector, so it is possible to edit historical properties such as ‘Start date’, ‘End date’, ‘Progress’, and ‘Status’ in Configuration Studio. Note that it is not possible to edit historical properties in the Template model - historical properties are not available for that model.

New Global context makes it possible to search in all models, e.g. Expressions.

The organization last selected in the Organization tree, or the ancestor organization of currently selected object, will be used as the organization context, e.g. when previewing of Template objects.

See “Context” in the User documentation for more information.

Improved configuration of sorting in tables. A button has been added next to the Sort column text box in Configuration Studio. It opens a new pop up containing the column names. When the user selects one of the names, it is converted to a column number which is set as the sort column to display in the text box and the ‘Properties’ panel.

It is still possible to write the number manually in the text box, so that if you know which column you want you can enter it directly, and it is easy to correct the number in the text box if the table changes.

Sorting by row has not changed.

 

Approval: New process making it possible for specific users to approve or reject objects before they are made available for all users. A reuseable Approval setup can be centrally configured and assigned to one or more Approval objects. Approval objects may be added to any object that has its own page, including default objects. Object approvers can see objects they are to approve in ‘My Approvals’ in ‘My Responsibilities’. Approvers will have access to the object independent of Access Control. When the object has been approved by all approvers, it will become available to all users in compliance with the access defined in Access Control.

See “Approval” and “Approval setup” in the User documentation for more information.

New functionality for setting 'Remember period type' when navigating to different objects on the web. Click the icon and the currently selected period type will be remembered when you navigate through the system. If you navigate to an object with a specific period set, the pin will unpin itself if pinned.  

  • - indicates that the period type will be remembered
  • - indicates that the period type is not remembered

The ‘Width’ property has been reinstated in Boxes that are used in Custom Top bars. The ‘Width’ property was removed in version 4.1.2.0.

New ‘Scale to fit’ property on Spreadsheet view. When selected the view will automatically scale to fit the available space.

Forms: New property ‘Page validation’ on Periodic and Scheduled forms. If the box is checked, all questions on the page will be validated and it will not be possible to move to the next page before all errors are corrected; if not checked validation will be performed on the whole form when ‘Submit’ is clicked.

Forms: New property ‘Save temporarily’ on Periodic and Scheduled forms. If the box is checked the ‘Save temporarily’ button will be visible on the web and users can save their answers and submit the form later.

Forms: It is no longer possible to enter a comment on a question without also entering a value. Validation has been added to Numeric Question, Radio Button Question, List Question, and Date Question when the form is submitted.

Reports are now available in . docx, .odt, and .pdf formats only.

Reporter: the ‘Edit’ option has been removed and replaced with ‘Export’ / ‘Import’. Templates are created and edited in your editor and imported into Reporter.

Reporter: New statement in Presentations: #noCopy. As a consequence of the rewrite of presentations, #removeSlide has been removed and replaced with #noCopy. The slide containing #nocopy will not be copied to the result presentation. This statement may be placed anywhere on the slide.

Note that this change will require a manual upgrade pass of existing presentations that use the #insertSlide command.

Reporter: Presentations containing animations are not supported by the Aspose library; animations will be cleared when presentations are processed.

Reporter: Better handling of presentations written using Aspose. When presentations are created, content that is to be included is now moved from the template to a new document. The new algorithm will only copy over paragraphs and content that will actually be visible in the end report. This change results in greatly reduced memory use.

Transformer: New Distribution List Target, used to import and maintain preexisting Distribution lists in the Forms module using any source.

See “Distribution list target” in the User documentation for more information.

Transformer: ${this.bop.iso} is now readable in the String date conversion process.

Transformer: Surveyor source has been removed from Transformer. This source was for use with Surveyor version 1.x and is no longer in use.

New Workflow object: Action group is a grouping of Workflow actions that should be performed together.

See “Action group” in the User documentation for more information.

Transformer and Workflow: New object, Action button, previously Transformer button, to start Workflow events as well as Transformer projects on web

See “Action button” in the User documentation for more information.

Workflow: ‘Run’, new menu action in Configuration Studio, making it possible to run Workflow projects from the right click menu, instead of creating and activating a Schedule.

Workflow: New properties ‘Property’ and ‘Value’ have been added to the Update object property configuration with support for Reporter tokens, to make them dynamic.

Workflow: Full support for Reporter tags added to ‘Send e-mail’, ‘Run report’, and ‘Save file on shared host’ actions.

The ‘Message property (previously ‘Content’) now has access to the Reporter token tags, in addition to the custom tags for Workflow:

            ${repeat}

            ${endRepeat}

            and

            ${url}

The ‘Run report’ and ‘Send e-mail’ actions can now send rich text e-mails.

Please note that some tags in a Send e-mail action are changed during upgrading, so some configurations may no longer work. Some examples:

Tag:                                      may be changed to:

${organizationName}               ${repeat}${this.organisation.name}${endRepeat}

${name}                                  ${repeat}${this.object.name}${endRepeat}

${description}                          ${repeat}${this.object.description}${endRepeat}

 

Some tags in the Send e-mail configuration may not be included inside the repeat loop and won't work after upgrade. This will require a manual step after upgrading.

Error Corrections and Improvements

Fixed an issue that could cause corrupt indexes in large databases using SQL server. The workspace is reindexed if the index has been compromised.

YTD is now correctly remembered when navigating using the Organization tree and Breadcrumb.

Error on web that sometimes happened when changing tabs in IE10 has been fixed.

Fixed an issue that caused web pages to have incorrect width and scrollbar after resizing

Improvements to Block (blue and white) layout when used with Arabic language

Text in a text box inside strategy map is now drawn in the correct orientation based on language used. E.g. if the text is English it will start on the left, and if it is Arabic it will start on the right.

Files Generated from Report or exported as Excel from system in Arabic language now have the expected name and can be opened as expected. Files downloaded from system in Arabic language didn’t have a name, and could not always be opened again when saved because it had no name. This was happening for all types of files in report list.

Navigating between periods using the Period Selector is working as expected, also when period is week.

Reintroduced loading panel indicator (spinner) on web child widgets. This was incorrectly removed in a previous version.

Improved behavior of out of scope objects on the web. If the system encounters an object that is out of scope, it traverses up to the first visible object and then down again to the first visible object at the same level as the one that is out of scope.

     Examples:

  • If a user tries to look at a KPI that is out of scope, he/she will be taken to the first visible sibling KPI
  • If a user tries to look at an KPI and its perspective is out of scope, he/she will be taken to the first visible perspective on the same scorecard

Error no longer occurs when navigating to drill on a function that has % in its name.

Values in drills are displayed using the same format as is used in the function. The formatting of the function is now correctly reflected in the drill when expressions are used.

Fixed issue where drill detail table gave results for objects other than those in the drill.

Custom ‘Number properties’ show the correct number of decimals in all types of tables, including Filtered lists.

Functions in Query functions are scaled to determine number of decimal places and make a formatted number accordingly. In previous versions Query tables always returned two decimals.

Sorting in tables, including Filtered lists and Initiative tables, now only shows visible columns. In previous versions, sorting was not consistent in the various table types.

Sorting of columns in Strategic objective tables is now working as expected based on the selected column and direction.

Sorting in a Filtered list by a Reference property is now working correctly and doesn’t cause errors. 

Objects appear in the correct column even when a scroll bar appears on the page. In some previous versions, when a scroll bar appeared, objects were forced to the left (first) column until the screen was resized.

Adding objects by clicking the +Add button now shows the correct name of the object instead of the classname.

Displaying a Task list or Initiative table as Gantt chart by clicking ‘Show as Gantt chart’ on web is working as expected, without errors occurring.

Foreground transparency in charts is now working as expected. 0 is completely transparent and 1 is completely opaque.

Improved when charts are refreshed on object changes. Now charts only refresh if the object being changed is of the same type as the objects in the chart.

Filtered list with rule sets using Consequence and Probability for Risk factor now work as expected, instead of showing an empty table.

Risk chart: The correct context is used so that references to custom properties are correct, e.g. ${this.object.xx}.

Probability and Consequence are correctly converted to the highest limit selected when risk chart dimensions are changed. When converting the Risk chart dimensions from 8x8 to smaller (or vice versa), Probability and Consequence were not correctly converted.

Tooltips that appear on Risk charts have been improved to make them more readable.

PDF View in the web now works correctly when linked to a PowerPoint presentation, without causing errors.

Property column containing a Date property is no longer empty when the language is changed. Date properties now use the numerical ID instead of the text “Date property” when used in a Property column.

Benchmarking filters now work even when charts are maximized, so it is possible to change Views in maximized charts.

In Configuration Studio, when previewing Ranking tables any results where the path to the organization contains an object that is out of scope are now removed instead of giving an error.

‘Limit values’ in Status elements is again showing the limit values in the ‘Edit’ dialog and the ‘Properties’ panel, instead of the number of sets of limits that have been entered.

Removing organizations from functions in the ‘Select organization’ panel in the Calculation wizard now works as expected and no Java error occurs.

The filter for previewing data from Data Records in Configuration Studio is no longer reset each time a scheduler is run. The filter is only refreshed if data is added to the node in the filter.

A Reference property with ‘Root reference’ set to “templateCategory” no longer has a link to the Template object on the web. If the object is from the Template model, an attempt is made to resolve it to a model object. If that is not possible, the name of the Template object is displayed but without a link that the user can press for navigation. The web context is not resolved, meaning that numbers etc. are NA.

Better error handling in connection with invalid configurations.

Charts with YTD are displayed correctly in ‘Preview’ in Configuration Studio and in reports.

Categories in Template can be expanded without error. Error could in some special cases occur when expanding a Category in Template.

Template scorecards no longer look for profiles when checking access control. Template scorecards cannot have a profile, so when checking access for template scorecards only access control is checked. This error prevented users with full access from seeing a status gauge/bullet which was linked to template.

Fixed an issue that could cause status calculations to behave differently depending on the user’s access. All users should see the statuses in the same way, no matter what access they have, and even if they don’t have access to any or some of the objects the calculations  consist of.

Visibility rules now work correctly when function expressions and token expressions are used (Function properties). Function expressions and token expressions were not resolved for Visibility rules.

Please note that Configuration Studio will still not resolve the Function expressions in Visibility rules. Functions and token expressions will always be resolved to "empty" in Configuration Studio.

 ‘Single answer per organization’ is working as expected when Referred respondents are used in an EPM Form.

EPM Form: Overriden number format is now correct when used in Question table. ‘Locale for number format’ correctly overrides ‘Default locale’ when ‘Override number format’ is checked in ‘Locale options’ in Configuration Studio.

Forms: In Scheduled forms, notification tags for user now work as expected. ‘this.user’ is correctly set to the recipient of the message instead of the user sending the e-mail. This also affects the other notification objects.

Forms: EPM no longer freezes when the schedule in a scheduled form contains incorrect settings.

Forms: When E-mail reminders are sent from ‘Monitored Forms’ on the web the formatting is now the same as when they are sent from Configuration Studio.

Forms: Fixed an issue with period resolution of custom periods that could cause high CPU usage.

Forms: Notification e-mails are correctly aligned when the default text is used with Arabic language.

Reporter: Formatting of Comments is now displayed as it is set, and colors and fonts are as expected.

Reporter: Rich text is now represented with correct formatting in Excel reports, without html tags.

Reports generated to Resource no longer fail and terminate if an organization’s ‘End date’ is in the past. Reporter scheduler checks that the model object to be reported is in scope before trying to generate the report. No reports will be generated for objects when the Report schedule context is out of scope for the model object. A messagge will be added to the Reporter logs when an model object is out of scope.

Reporter: better handling of column widths in Expandable tables. If the template table has the same number of columns as the data table, the same column widths as the template table will be used in the resulting table. If the template table has fewer columns than the data table, the table will be automatically fitted to the page width.

Reporter: improved how Reporter handles formatting of numbers. Resolution of some types of numbers was not processed in a way that caused the format to be overridden when #set(global.decimalPlaces,'n') was used. Now more types of number representations are formatted by the overridden formatter when running reports.

Reporter: Improved alignment of table header and body in Spreadsheet reports.

Reporter: Fixed context issue when generating charts based on template. Charts from template did not show any data, because of missing context information being passed when generating chart for template object.

Transformer: An error that could cause Object target to update objects with the same ID but of different type than the one specified in ‘Type’ configuration has been fixed. An error message will appear in the log.

Transformer: a Java error no longer occurs if an incorrect column is selected in an Organization or Node mapping process.

Transformer: fixed an error that made it impossible to edit SQL Source that uses custom driver SQL Connection. An exception occurred that stopped everything when trying to resolve port that is not relevant for custom SQL sources. Instead of throwing exception when port is not resolvable, it is set to default value 0.

Transformer: String date conversion process now converts Week numbers for 2016 correctly; week 1 2016 correctly starts on Jan. 3rd or 4th, depending on the country used.

Transformer: If two users click the Action (Transformer) button at approx the same time, data is no longer imported twice instead of overwrit ing. But Starting a Transformer job while a long running Transformer job is already running may cause the new job to take extra long time to complete as it has to wait before it can start.

Transformer: the DB2 database driver has been updated to support Java 8.

Transformer: better error handling in Object target when trying to add an object to an organization where it is not allowed.

Web Transformer: if the user does not have access to the Transformer job the Action (Transformer) button does not appear, instead of giving an error.

A Workflow without any action or follow-up action can't be activated. If all actions are deleted from a valid Workflow that is activate, the Workflow is automatically deactivated.

Workflow: Follow-up rule with Follow-up schedule is now working as expected, and actions are performed as expected. Please note, however, that the follow-up ‘Add object’ will be added to the object found in the Event rule and NOT the Follow-up rule. Both objects are created on the first run of the event rule.

Ipad/Iphone: Shortcut list names are now correctly displayed in the app for Ipad/Iphone. Note that Sections and Pages are not displayed in the app, and Shortcuts with internal links to My pages are ignored instead of causing the rest of the objects on the page to not be displayed.

Ipad/Iphone. Spreadsheet view and Reports list are now displaying the files correctly in the app . Note that the Spreadsheet will always scale to fit in the app, regardless of whether the checkbox for this is checked or not.

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  1. Hans Erik Hovland

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