Perceive 9.0 enhancements include:
Export and Import Capability for Administrator in Reports Interface
An extra level of security has been added to allow Administrators to export report resources from the Reports Interface by right-clicking the required folder and clicking ‘Export’ to export the folder.
They can also import the report resources by selecting the ‘Import’ option (Manage > Server Settings) from the Reports Interface, browsing the required import data file, selecting the import options, and clicking ‘Import’ to import the file.
A Superuser or an Administrator can assign a default dashboard to users or groups. The assigned dashboard will be displayed as the landing screen when the user navigates to the Reports Interface. This provides users multiple options to assign a default landing page for the Reports Interface.
The dashboard set by the user in the User Preference will take precedence over the default dashboard set for that user.
Synchronize Data Entity from Command Line
A Data Entity Admin, Administrator, or Superuser can run the ‘synch’ command line utility to synchronize data entity with the Infogix Perceive target. As a result, it provides increased automation when synchronizing internal and external data.
Embed Reports and Dashboards in External Portal
Perceive reports and dashboards (with or without input parameters) can be embedded into an external portal, allowing for additional flexibility in the data that is displayed.
Stop Button in Processes Screen
‘Stop’ button has been added in the Processes screen to allow Superusers and Administrators to stop a running process. ‘Failed’ is displayed in the Status and Result columns for the stopped process. Since a stopped process is considered a failed process, an email notification will be triggered for the failed extract when configured in the Extract Event. This will allow users to have better control of their processes and provide key notification to stakeholders.
Security Profile Permission Report
A Security Profile Permission Report has been added in the Security Profiles and the Profile Groups screen to display permission information of all the permission sets in the system. The permission information includes the users and groups who are permitted to view and edit the permission sets. This allows users to create reports that are closely aligned to their business audit processes.
Email Notification for Partially Extracted Assure Data
To ensure that the number of extracts out of Assure match Perceive, an Email notification can be sent to users when the total number of extracted records is less than the number of qualified records in Assure. When this happens, ‘Partial’ is displayed in the Result column within the Processes screen for partially extracted Assure data.
Tracking the Report Execution Status
A Report Event can initiate multiple Report Processes, one for each report to monitor end-to-end report execution. The Report Process starts with sending a report execution request to the reporting engine, and then monitors the execution status until it completes. This process helps users to track the report status effectively.
Assure Source System Testing
When testing the connection of an Assure source system, test results will be displayed after the completion of the Assure event test. This will allow users to ensure that the setup has been created successfully.
Extract Threshold Monitoring and Notification
A minimum threshold value can be set at the data entity output level for the Control Entity and Quality Control data entities. The threshold monitoring feature allows email notification to be sent when the actual number of extracted records fails to meet the minimum threshold value. Superusers and Administrators can enable or disable threshold monitoring at the system level and at the extract level.
Threshold monitoring feature is a licensed module in Infogix Perceive. Based on the license, the options related to threshold monitoring are displayed or hidden in the User Interface.
Display Report Output Description
The report description entered when adding a report to the Report Event is displayed in the report output in the Report Repository.
A new optional parameter ‘-desc’ has been added in the ‘runreport’ command line utility to allow users to add description for report outputs.
REST API Protocol for Connecting Studio to Perceive
To improve the performance, v2 REST API protocol has replaced the SOAP API protocol for communication between Studio and Perceive. When establishing a connection between Studio 6.1.0 and Perceive 9.0, users must perform the following steps:
- Change the Perceive connection URL to:
- Clear the checkbox for the ‘Use SOAP protocol only’ option in the Advanced Settings section.
Process Permission in Security Profile
‘Process’ permission has been added to the permission set in Security Profile and Profile Group to allow users to manage the process details in the Processes screen, based on the permission set for the Process in the Security Profile.
Consistent Wildcard Character for Filter Search
To increase user searching capabilities, a ’%’ can be used for text search in the filter at the beginning, middle, or end of a character string in the Data Management Interface.
The following search patterns are supported in the filters:
- a%: Starting with ‘a’
- %a: Ending with ‘a’
- %a%: Containing ‘a’
- a%b: Starting with ‘a’ and ending with ‘b’
Display Default Dashboard Without Logout
The Default Dashboard configured in the User Preferences is displayed as the landing screen when the user navigates to the Reports Interface without logout.
Newly Added Properties
- ENABLE_MANAGE_PROCESS_MENU: It is used to display or hide the ‘Processes’ option from the Manage menu. If it is set to true, the ‘Processes’ option is displayed. If it is set to false, the ‘Processes’ option is hidden. This property is set to false by default in the IV.properties file.
- DISPLAY_DATE_FORMAT: It is used to specify the date format for display in the bottom panel of the Processes screen and in the IGX log files. yyyy-MM-dd HH:mm:ss is the default date format in the IV.properties file.
- DOMAIN_NAME: It is used to specify the domain name where the application is running. It is used for the flex communication between Perceive and Insight.
- PATH_TO_PHANTOM_JS: It is used to specify the location where the PhantomJS application is installed.
Support for HTML Reports
HTML reports created in Studio can be executed in Perceive. This provides an additional report format for users to choose from within Studio.
Support for Additional Data Types
To increase the reporting capabilities of users, the Date, Time, TimeStamp, Long, BigDecimal, and Integer data types are supported in Studio.
Automatic Deletion of Studio Repository Cache During Upgrade
Clearing the Studio repository cache is integrated into the Perceive upgrade process and the additional scripts to do this need not be run separately. This will improve performance when upgrading Perceive.
Display of Process Details in the Processes Screen
To improve the user readability, the display of the process details in the bottom panel of the Processes screen has been enhanced.
Configure the Session Timeout and Warning Time in Properties File
Session timeout and warning time can be specified in the SESSION_TIMEOUT and SESSION_TIMEOUT_WARNING properties in the appserver.properties file. The values of the SESSION_TIMEOUT_WARNING and SESSION_TIMEOUT properties are set to 10 and 30 minutes respectively by default. This will provide users with an increased level of customization when utilizing Perceive for shorter or longer periods of time.
Tracking the Assure Data Extract Status
When an Assure extract is run, the ‘Requested’ and ‘Loading’ options appear in the Result column for each data entity output in the ‘In Process’ Status:
- Requested: sent out extract request to Assure and wait for response
- Loading: parse and load Assure exported data into Perceive Repository from temp data files that reside in data transfer folder
The process details result displays additional information such as the extract initiator (extract name for auto-extract or user name for manual extract) and the time when the request was sent to Assure. This will help users to track the status of Assure data extracts effectively.
New Software Supported
- Oracle® Directory Server 126.96.36.199.0 is supported.
- Microsoft® SQL Server® 2014 is supported.
WildFly 10.1.0 Support
Infogix products now support WildFly 10.1.0 Application Server, formerly known as JBoss Application Server. WildFly is an open source application server licensed under the LGPL 2.1 License.
The following are some of the differences between WildFly 10.1.0 and JBoss 6.1.0:
- WildFly 10.1.0 uses a port offset value to configure a set of ports like the HTTP and HTTPS ports. This is a different numbering system from previous versions of JBoss deployments as shown in the table below.
WildFly PORT_OFFSET HTTP Port HTTPS Port 0 8080 8443 100 8180 8543 200 8280 8643 300 8380 8743 400 8480 8843 500 8580 8943
For more information, see the “Application Server Properties” chapter in the Infogix Properties Guide.
- Users who upgrade from a release that used an earlier JBoss version must use the new port numbers as shown in the table above.
- WildFly has a separate security realm for the administrator that can login into the console. This is different from JBoss 6.1.0 where the administrator was the SECURITY_USER.
- WildFly requires Java 8 and will not work with Java 7.
- WildFly requires that the server is running during deployment.
Java 8 Support
Infogix products now support Java 8.
Both Java 8 and Java 7 are supported for IBM® WebSphere® 8.5.5.x Application Server.
New Browser Support
Infogix products now support the following two new browsers in addition to Internet Explorer® 11.
- Google Chrome™
- Microsoft Edge™
Internet Protocol version 6 (IPv6) Support
IPv4 and IPv6 support is now available for Infogix product deployments. Users can specify IP addresses in IPv6 format for both WildFly and WebSphere application servers.
WildFly installations are configured to use IPv4 by default. To use IPv6, remove the JVM argument “-Djava.net.preferIPv4Stack=true” for the WILDFLY_JAVA_OPTIONS property in the appserver.properties file.
WebSphere Application Server supports IPv6, IPv4, and an IPv4/IPv6 combination called mixed mode. The type of TCP/IP stack is controlled by the “java.net.preferIPv4Stack” and “java.net.preferIPv6Addresses” Java Virtual Machine arguments. To create a WebSphere environment using IPv6 requires that “java.net.preferIPv6Addresses” is set to true for the deployment manager, node manager, and server.
Enhancements to Embedded Directory Deployments
Infogix supports product deployments using Embedded Directory, where the management of users accessing the products is managed within the product.
Several security, audit and reporting enhancements have been added to Embedded Directory deployments in this release.
Show “Superuser” Attribute
Directory Administrators and Superusers can now visually view the users that have Superuser privileges. This capability enables the administrators to easily identify all Superusers for compliance purposes.
Generate Object Permissions Report
Security Administrators and Superusers can now generate a report that contains information about the users assigned permission sets. You can generate this report from the security profiles page for a complete report of all Security Profiles, or for an individual permission set from the Permissions page.
Infogix Administrative Console Improvements
The administrative console enables users to gather and provide information to Infogix Customer Support for use in troubleshooting run-time problems.
Test Email Connectivity
From the Infogix Administrative Console, select “Test Email” link to verify email connectivity.
The top panel displays the email configuration properties specified in the installation properties file for your reference.
In the bottom panel, specify the values for the required fields and click Send to verify that the recipient received the test email.
Delete Thread Dump and Heap Dump Files
In prior releases, users had to rely on an external third party vendor, or a server administrator to delete thread dumps and heap dumps that may have been generated by the application servers. Infogix product owners would have had to open up tickets with their administrators to remove these generated files that often consume significant amount of disk space.
A new Delete button has been added to the Heap Dumps and Thread Dumps page in the Infogix administrative console. Infogix Superusers can delete these dump files to reclaim disk space.
Configure Session Timeout Details
Users can define their own site-specific values to configure session timeout parameters. Two new properties, SESSION_TIMEOUT and SESSION_TIMEOUT_WARNING, have been added to the appserver. properties file to configure session timeout duration.