We are excited to announce that Infogix Assure / ER / Insight / Perceive 9.2 is now available!
The release also introduces a number of productivity, usability, and technical improvements.
For additional information on the release, please refer to the release notes:
Infogix Perceive Documentation
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Infogix Assure 9.2
Adobe Flash Dependency Removed
Infogix Assure no longer uses Adobe Flash for any user interface task. The following user interface tasks have been converted to standard HTML interactions, consistent with the rest of the Infogix Assure interface.
Results | Control Data
The menu action to view or modify the control data of applications or control entities remains the same as earlier releases, but shows a standard list of controls in the top panel and tabs for a selected control in the bottom panel to specify general search criteria, field search criteria or display settings. The results of a query are presented in a popup window.
System | More > Data3Sixty Results
This action was previously only available in the “rich client” user interface. This page provides a place for administrators to view the results of sending selected control data, reports or case management data to Data3Sixty.
System | More > Data3Sixty Data Stores
This action was previously only available in the “rich client” user interface. This page provides a place for administrators to review which data stores have been selected in Data3Sixty, and to manually send or re-send data in the case of a failure.
Control Point Execution from Clients
Previously, a control point initiated by either the Infogix Assure client without the “-local” option, or by using the “Test” button in the user interface, performed all server-side control point processing directly upon the invoking client request. For control points that take a significant amount of time to process, this often caused connection breakdowns or even re-submission of the control point execution due to time limits of firewall, load balancer, or application server layers.
Infogix Assure 9.2 will queue these incoming requests for asynchronous execution, and will then poll the server regularly for a result until the control point completes. This greatly reduces or eliminates the need for configuring longer time limits on http(s) connections due to potentially long running control points.
Library Updates
With release 9.2 of Infogix Assure, several third party libraries have been updated. These updates improve the security and reliability of the system. Some of the notable areas of the product that are impacted by these changes include:
• The entire user interface is modified by the change to use the latest Spring Web MVC framework.
• Reading of Microsoft Excel data is modified by a library update. See the release-specific upgrade considerations for a potential change regarding default cell formatting and scientific notation values.
• Communication between the client and server, or between products such as from Infogix Assure to Infogix ER are modified by a library update.
Layout Property Configurability
Layout rules have been enhanced for greater configurability so that the rules do not require changes when promoted from development, to test or production.
Network Credentials
Web Service layout rules and other External Service layouts that contain definable properties for username and password may now use the Network Credentials dialog to specify those properties. This allows the controls developer to use expressions for these properties, including the ability to externalize the values in properties files and look them up with functions like @userprop_t.
Default Channel Properties
Web Service layout rules and any other External Service layouts that contain default channel properties which are text may embed expressions with the text with a sequence ${expression here}. This allows the controls developer to externalize values for properties like the SOAP Endpoint Address of the Web Service layout with functions like @userprop_t.
Data Access Method JMS Message Queue
The Queue Factory value and Path/URL (Queue Name) value may contain embedded expressions with the text sequence ${expression here}. This allows the controls developer to externalize values for the queue and queue factory that will be used by the layout using functions like @userprop_t.
New Function read_layout
A new function is provided for the controls developer, @read_layout. This function performs an open, read and close of the indicated layout rule, filling in the designated work data layout. As an example, this new function allows the controls developer to invoke a Web Service layout and use the result while processing a record in the Extract tab of a capture source.
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Infogix ER 9.2
Auto Notify Rules ID
Auto Notification Rules have a new Rule ID column in the rules table. This field is numeric and
the ID assigned to a rule never changes when rules are added, deleted, or moved, making it
easier to reference and identify rules by ID.
For existing rules, the system automatically assigns Rule IDs; no migration or administrative
intervention is required.
Auto Notify Rules Excel Export
In this release, the Auto Notification Rules can now be exported to a Microsoft Excel file.
This allows business users to more easily communicate with team members and meet audit
requirements.
The Excel column headers are the same as those in the UI table headings, and are given in the
same order.
Display Recipient If Condition in Rules Table
Another addition to the Auto Notification Rules UI is the inclusion of a new column in the rules
table that displays the If Condition for Recipients for each Escalation Level.
In previous versions, the Recipient for each Escalation Level was displayed, but the If Condition
was not shown. This If Condition data is included in Excel exports as well.
Activity Logging for Templates and Rules
Additional activity logging that tracks usage of Email Templates and Auto Notify Rules has
been added in this version.
For manual emails, the Email Template ID has been added to Activity Log details.
For Auto Notification emails, the Email Template, Auto Notify Definition, and Rule IDs have
been added to Activity Log details. Note that Auto Notification emails can be merged
(resulting in the inclusion of multiple Rule IDs).
This enhancement makes it easier for the administrator to audit and report on the usage of
Email Templates and Auto Notify Rules.
Auto Notify Rules Display for Source Mappings
In this release, for each Source Mapping in an Auto Notify Rule, the Source Filter conditions
display in the Rules table. Conditions are also included in Excel exports for Auto Notify Rules.
Enhanced Email Look Up Listing
In the previous release, the email look-up functionality for manual emails returned a list of User
IDs only; this was because the LDAP directory look-up did not return the User Name and Email
attributes.
In this release, an enhancement to the LDAP user listing allows email look-up functionality to
fetch and display the user's Display Name and Email address. This enhancement affects email
auto-completion and the address book. For auto-completion, results now display as User Name
<user_email>; for the address book, the Name and Email Address columns display for
returned data.
Default Recipients for Auto Notify Rules
At times, an Auto Notify Rule may fail to provide a valid email recipient. When this occurred in
previous releases, the rule failed.
In this release, a new system default recipient may be configured in the
AUTONOTIFY_DEFAULT_RECIPIENT parameter, which has been added to the ER.properties
configuration file.
The default recipient receives any email notifications that would have otherwise failed due to
an inability to locate a valid email recipient. In addition, the rule that triggered the default
recipient email is logged, as is the email, and the administrator is notified via email notification
as configured for application process failures.
Configurable Max Length for Manual Email to Address Field
In earlier versions, the To and Cc address fields on manual email forms had a maximum default
input length of 255 characters.
With this release, the maximum length for the To and Cc fields is configurable. Configuration is
done via a new property (EMAIL_RECIPIENT_LIST_MAX_LENGTH), found in the ER.properties
file.
The default value for this property is 255, allowing backward compatibility and no functional
change for customers that do not wish to alter the default.
Configurable Email Body Read Size Limit
To protect the system and end users from encountering resource problems caused by huge
emails that might have been generated by mistake, this release includes a configurable option to limit the reading and display of very large email bodies.
The new configuration parameter, EMAIL_BODY_READING_CHARACTER_LIMIT, sets a limit
on the number of characters that are read and assembled in the email body content.
If the configured limit is set to a number greater than zero, the system sums the total length of
the email body content stored in the database before actually reading it into memory. If the
email body length exceeds the configured limit, the system skips reading / displaying the email
body, instead returning a standard system-generated body content that says "The email body
size exceeded the system limit and will not be displayed."
Line Formatting for Manual Emails and Responses
Line and space formatting in user comments were previously ignored by the browser when
viewing manual emails and response comments. To preserve email line formatting, content has
been formatted for HTML display in this release. This allows users to preserve line breaks in
their response comments and manual emails.
This enhancement only applies to new emails and responses; existing emails and responses are
not changed by this functionality.
Enhanced Error Isolation for Auto Notify Rules
Auto Notification rules are executed with more error isolation in this release.
Failed rules are logged and notification sent to the administrator; however, a failed rule does
not stop execution of other rules, allowing more rules to be completed successfully.
Improve Manual Recon Email Template Evaluation Performance For 1000+ Items
Previously, when the number of selected items for a manual email was very large (1000 items or
more), the manual template evaluation timing was often lengthy. In testing scenarios, timing
varied from 20 seconds to 15 minutes, and depending upon network connection speed and
size of items.
To improve evaluation performance and reduce the total time required, the implementation
was optimized. In subsequent test scenarios, timing improved remarkably and consistently took
under 15 seconds, even for very large data sets (about 2000 items).
User Profiles Management Activity Logging
In this release, the system logs to activity taken on user profiles, including:
- Who, What, When
- Create and Update activities
- Before and After values for User Profile attributes
Validation for Work Owner Display Names
Validations for work owner display names in work owner management UI have been added in
this version.
Validations include a check for unique display names when a work owner is added or updated.
The display name also cannot contain leading or trailing white space or validation will fail.
Invalid display names are rejected and the UI displays an error messages on the cause of
validation failure.
Results Table Calculation
A simple calculator for numeric columns in selected results has been added to this version.
Much like QMatch functionality, the Results Calculator can save end users time in research and
matching activities.
The Results Calculator is enabled by a toggle button; when enabled, recalculations occur
automatically when upon selection change. No additional match / edit / work owner
permissions are required to use the calculator, just item read permissions.
In this release, Results Calculator functionality is developed for only the Item Search and Recon
Entity Search screens. When QMatch is in use, the Results Calculator is disabled. Likewise,
when the Results Calculator is enabled, QMatch is disabled.
When user enables the Results Calculator, they are prompted to make a selection. Available
calculations for the selection include Null, Count, Sum, Min, Max, Mean, and Unique Count.
Results are presented with the same number formatting as input columns and results are
displayed on the status bar at the bottom of screen.
Auto Maximize Data Screens
To save user clicks, a new configurable parameter to specify data screens be opened at
maximum size has been added in this release. This functionality applies to all Search and Detail
screens in the Reconciliation, Adjustment, and Cash Differences components.
The new parameter, RICH_CLIENT_MAXIMIZE_DATA_SCREENS, is located in the ER.properties file and is set to false by default.
Email Format for Text Fields
In many cases, Reconcilers may manually enter one or more email addresses into text fields;
the text fields are then mapped to specific auto notification rules, where email addresses are
used in the recipient list.
Manual entry is tedious and error prone, often leading to Auto Notification processing errors.
To help avoid this, a new email format is now available for text fields.
This new specification allows the system to enable validation and auto completion for text
fields with the email format. This helps reduce email entry error and improves speed for user
entries.
The administrator configures a text fields with the email format in the User Interface definition.
This format is available only in the Reconciliation component.
When a text field with email format is editable, the system provides auto complete list that
looks up emails from LDAP directory based on user character entry, the same as with manual
email auto completion. The system also validates text entered for email syntax, rejecting invalid
entries. Note that the text field with email formatting may be Null or empty.
Email Link in Activity Log View
The email object link is now displayed in the Activity Log, allowing the email object to be
opened from the UI.
Email Listing Performance Optimization
When listing a large number of emails on the screen, the application now avoids retrieving
email body content and attachments for all emails upfront, reducing memory and bandwidth
usages.
GUI Toolkit Upgrades
In this release, some of the third-party GUI toolkits used in the application were updated.
Libraries Upgraded
In this release, several third-party libraries have been updated. These updates increase system
security and reliability.
Rich Client Java 10 Support
The Infogix ER rich client now supports use of Java 10.
Replacement of Struts Web Application Framework
The Struts Web Application Framework was removed and replaced by Spring Web Application
Framework.
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Infogix Insight 9.2
Library Updates
With release 9.2 of Infogix Insight, several third party libraries have been updated. These updates improve the security and reliability of the system. Some of the notable areas of the product that are impacted by these changes include:
- The Infogix Administrative Console user interface is modified by the change to use the latest Spring Web MVC framework.
- Communication between the client and server, or between products such as from Infogix Assure to Infogix Insight are modified by a library update.
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Infogix Perceive 9.2
Library Updates
With release 9.2 of Infogix Perceive, several third party libraries have been updated. These updates improve the security and reliability of the system. Some of the notable areas of the product that are impacted by these changes include:
- The Infogix Administrative Console user interface is modified by the change to use the latest Spring Web MVC framework.
- Communication between the client and server, or between products such as from Infogix Assure to Infogix Perceive are modified by a library update.
Show/Hide Stack Trace Errors
A new property, HIDE_STACK_TRACE, was added to enable / disable the ability to hide or display stack trace errors In Infogix Perceive. Default value is false.
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