2022 Changelog Entries - Octopus Deploy delivery

Note: The information presented in each section is deployed on a monthly basis; work with your Professional Services liaison if you wish to consume this release.
Note: The Document Generation Services Changelog uses a dynamic URL to display the changelogs relevant to your version of the program, and as a result, the URL changes from release to release. For best results, always access the Changelog by clicking the hyperlink from the Document Generation Services landing page. If your desire is to bookmark the changelogs, we recommend bookmarking the landing page rather than the Changelog.

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DecemberExternal release date is December.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 22.2.0.4283
  • Expere Engine version: 22.3.0.4737
  • DocViewer version: 22.2.0.842
  • Document Generation Services Core version: 22.3.0.80
  • Document Generation Services Core DocViewer version: 22.3.0.80
  • Security Administration version: 3.1.2.3603
  • Expere Document Services: 22.2.0.1713
  • DocumentServices: 22.2.0.156
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.11.0.2932
    • EZConfig Default Data version: 2022.11.0.220
    • EZ Config Service version: 2022.11.0.409
    • EZ Gateway version: 2022.11.0.547
  • Databases:
    • Document Generation Services Database version: 22.2.0.4283
    • Packages and Packets Database version: 2022.11.0.2932
    • Default Database version: 2022.11.0.220
    • Security Administration Database version: 3.1.2.3603
    • Expere Document Services Database version: 22.2.0.1713

Installation / Upgrade Notes

Note the following installation and upgrade changes in the September release:

  • Transform variable changes:
    • None
  • Octopus variable changes:
    • None
  • Installation and upgrade changes:
    • None
WCAG 2.0: Engine / Document Generation Services enhanced to support Tagged .PDF's - December OD Release
Summary: As a part of our continued effort to create WCAG 2.0 compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG 2.0-related changes in the December release:
  • Barcode cover page functionality enhanced (PBI 742259): Users reported that a barcode cover page was being created inadvertently. This behavior has been enhanced so that a barcode cover page is generated when the following criteria are met:
    • The Form_Barcode field does not exist on any page.
    • The transaction request contains the Ancillary output barcode option with a UseCoverPage="true" element and value.
  • Hosted Expere Integrators: DocumentTypeEnum updated to support Embedded PDF (PBI 746355): in order to support our new Embedded PDF document type, the DocumentTypeEnum parameter in the Expere Document Services DocServices WSDL has been updated to include a new "PDF" enumerated value. This enhancement requires users to update their WSDL's accordingly. 
    <xs:simpleType name="DocumentTypeEnum">
<xs:restriction base="xs:string">
<xs:enumeration value="Dynamic"/>
<xs:enumeration value="Template"/>
<xs:enumeration value="NonGenerated"/>
<xs:enumeration value="PDF"/>
</xs:restriction>
</xs:simpleType>
  • Tagline items appearing in tag tree for Embedded PDF documents (PBI 742712): users reported that items within a document tagline, including a barcode when applicable, were appearing in a Tagged PDF tag tree. This behavior is incorrect for WCAG 2.0 documents. The Expere Engine has been enhanced so that no tagline items will appear in the tag tree and subsequently will not be read by a synthetic screen reader.
  • Engine updated to pass Accessibility Check for Language and Title (PBI 742711): users reported that when generating a Tagged PDF dynamic document with barcodes, those barcodes appeared in the tag tree; this behavior is not correct for WCAG 2.0-related documents. Subsequently when running the Accessibility Checker in Adobe Acrobat, failures occurred for Language and Title. This behavior has been enhanced:
    • Language from the Document Properties > Advance tab is set to English or Spanish as specified in the REQ file.
    • Title from the Document Properties > Initial View tab is set to Show > Document Title.
DGS: Support Package Name in Content URI
Summary: Document Generation Services has been updated to process a request that specifies the EZ Config Packages and Packets' "Package Name" or "Package ID" in the Content URI. For example: BaseLibrary.PKGPKT.160011 or BaseLibrary.PKGPKT.DepositAccountOpening.
The update affects the following methods:
  • SelectSynchronous
  • Generate
  • SelectAndGenerate
  • ListDocuments
Note: Do not use duplicate Package Names wthin a given alias across Lines of Business.
Expere: Assembly errors addressed
  • Type: Enhancement
  • Reference: PBI 745529
  • Documentation Impacts: No documentation impact
Summary: Users reported the following rendering errors:
  • XPath string behavior enhanced (PBI 745529): a user reported an error when passing in a lengthy XPath string value that contained several line breaks. Internal analysis determined that the error occurred because the string value started at the bottom of the page on the resulting PDF, then continued on the next page. Expere has been enhanced so that documents generate when passing in a lengthy XPath string.
Expere: Notary SignatureRequired element set to 'true' but returned as 'false' in response
  • Type: Enhancement
  • Reference: PBI 741401
  • Documentation Impacts: No documentation impact
Summary: Users reported that the Expere Response XML returned for the <SignatureRequired> element and value was set to ‘false’ for a notary <SignatureRequired> element despite the value being set to "true" in the request transaction. The Expere Engine has been enhanced so that the response value for the <SignatureRequired> element matches the <SignatureRequired> value in the transaction.
DocViewer: Data collection behavior enhanced for Representative Entities
  • Type: Enhancement
  • Reference: PBI 747049
  • Documentation Impacts: No documentation impact
Summary: Users reported that RepresentativeEntities XPaths and corresponding child nodes starting at the second level (after the root node) did not appear in DocViewer.

DocViewer has been enhanced to now display all RepresentativeEntities XPath nodes.

NovemberExternal release date is November.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 22.2.0.4240
  • Expere Engine version: 22.3.0.4686
  • DocViewer version: 22.2.0.837
  • Document Generation Services Core version: 22.3.0.80
  • Document Generation Services Core DocViewer version: 22.3.0.80
  • Security Administration version: 3.1.2.3597
  • Expere Document Services: 22.2.0.1701
  • DocumentServices: 22.2.0.145
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.10.0.2923
    • EZConfig Default Data version: 2022.10.0.187
    • EZ Config Service version: 2022.10.0.403
    • EZ Gateway version: 2022.10.0.542
  • Databases:
    • Document Generation Services Database version: 22.2.0.4240
    • Packages and Packets Database version: 2022.10.0.2923
    • Default Database version: 2022.10.0.187
    • Security Administration Database version: 3.1.2.3597
    • Expere Document Services Database version: 22.2.0.1701

Installation / Upgrade Notes

Note the following installation and upgrade changes in the September release:

  • Transform variable changes:
    • DGS sample transforms.xml file: new transform property added; see PBI's 743936 and 733634
    • EDS sample transforms.xml file: new transform property added; see PBI 733644.
    • DocViewer / Expere Document Services: AppPool Identity User parameterized; se PBI 735722.
  • Octopus variable changes:
    • None
  • Installation and upgrade changes:
    • DGSCore updated to .NET version 6.0
    • Document Service updated to .NET version 6.0
Engine / Document Generation Services: QR Barcode functionality implemented - dynamic, static, embedded PDF documents
Summary: The Expere Engine and Document Generation Services have been enhanced to support the use of QR Barcodes as an ancillary output option when generating PDF documents. The QR barcode is .5 x .5 inches in size when generated on documents and depending on the barcode alignment, the central scanning point is equidistant from the surrounding document margins regardless of the barcode size.
Note: This feature applies to dynamic, static, and embedded PDF documents and does not apply to transactional barcodes.
  • Integrators: a new barcodeQR enumerated value has been added to the existing list of available barcode types in the Document Generation Services DocumentService WSDL.
  • Document Generation Services Tool Suite: users may now select a barcodeQR type from the list of available barcodes in the Ancillary Options > Barcodes section.
DGSCore / Document Service: upgrade to .NET 6
Summary: DGSCore and DocumentService have been upgraded to .NET version 6.0.
DGS sample transforms.xml file: new transform property added
Summary: The DGS transforms.xml has been updated:
  • As part of our internal Lumen to Microsoft Azure data migration, the Management Service has been updated to improve file syncing through the creation of the following DGS transform properties (default values listed):
    • <Property Id="DeployLibraryRetryCount" Value="3"/>
    • <Property Id="DeployLibraryRetryIntervalMilliseconds" Value ="60000"/>
    Note: There is no user action required.
  • Users can now hide the Expere EZ Transform option on the DGS Tool Suite > SERVICES page by setting the EZTransformInstalled property in the DGS transform var file to "false".

    For example: EZTransformInstalled="false". Values are "true" and "false."
EDS sample transforms.xml file: new transform property added
Summary: Users can now hide the Expere EZ Transform option on the EDS Tool Suite > SERVICES page by setting the EZTransformInstalled property in the EDS transform var file to "false".

For example: EZTransformInstalled="false". Values are "true" and "false."
DocViewer / Expere Document Services: AppPool Identity User parameterized
Summary: Wolters Kluwer is currently transitioning between hosted application and server providers. As part of this rollout, the DocViewer applications are now configurable to allow Domain accounts to be used as the app pool identity instead of running as a network service. With that said, this change was implemented for internal purposes; there is no external user action required. The examples below for the DocViewer TestWebApp display an initial setting (<Property Id="TestWebApp.RunAppPoolAsUser" Value="false"/> that is set to "false" by default. Users would then set the AppPool User Domain value and subsequent username and password values.
DocViewer
<Property Id="TestWebApp.RunAppPoolAsUser" Value="false"/>
    <Property Id="TestWebApp.AppPoolUserDomain" Value="na"/>
    <Property Id="TestWebApp.AppPoolUserName" Value="none"/>
    <Property Id="TestWebApp.AppPoolUserPassword" Value="none"/>

OctoberExternal release date is October.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 22.2.0.4240
  • Expere Engine version: 22.3.0.4585
  • DocViewer version: 22.2.0.824
  • Document Generation Services Core version: 22.1.0.16
  • Document Generation Services Core DocViewer version: 22.1.0.16
  • Security Administration version: 3.1.2.3581
  • Expere Document Services: 22.2.0.1695
  • DocumentServices: 22.2.0.133
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.9.0.2845
    • EZConfig Default Data version: 2022.9.0.163
    • EZ Config Service version: 2022.9.0.398
    • EZ Gateway version: 2022.9.0.536
  • Databases:
    • Document Generation Services Database version: 22.2.0.4214
    • Packages and Packets Database version: 2022.9.0.2845
    • Default Database version: 2022.9.0.163
    • Security Administration Database version: 3.1.2.3581
    • Expere Document Services Database version: 22.2.0.1695

Installation / Upgrade Notes

Note the following installation and upgrade changes in the September release:

  • Transform variable changes:
    • None
  • Octopus variable changes:
    • None
  • Installation and upgrade changes:
    • None
Tool Suite: field length behavior updated
Summary: The behavior of the following fields have been modified:
  • On all pages that contain the Account Name/Customer Number search field, users can enter up to 255 characters.
  • On all pages that contain the DaysInLongTermStorage search field, the corresponding "Days to Expire" field only allows a numeric value.
  • On alll pages that contain the Callback Username and Password fields, users can enter up to 255 characters.
  • On all pages that contain the Ancillary Options section, the textboxes used with the Watermark Text, ESignature Tooltip, ESignature Initials Tooltip, and the Logo Alternate Text fields allow up to 255 characters.
  • On the GenerateResults and GetSelectResults pages, the Transaction ID field allows up to 36 GUID characters.
  • On the SUPPORT page, the Request ID field allows up to 36 GUID characters.
Management Tool: field length behavior updated
Summary: In order to maintain consistent security protocols, the Document Generation Services Management Tool length and data type validation has been enhanced for the following:
  • When adding an alias to a library, the Original Value and Destination Value fields are limited to 255 characters.
  • The Account Id and New Account Id fields only accepts numeric characters when making updates to the Account Id or New Account Id on the following pages:
    • MANAGE ALIASES > Copy Aliases
    • MANAGE ALIASES > Add an Alias
    • MANAGE ALIASES > Updating a Group of Aliases
Management Tool: performance improvements when deploying libraries
  • Type: Enhancement
  • Reference: PBI 741386
  • Documentation Impacts: No documentation impact
Summary: The Document Generation Services Management Tool has been updated to improve performance time when deploying libraries.

SeptemberExternal release date is September.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 22.2.0.4198
  • Expere Engine version: 22.2.0.4520
  • DocViewer version: 22.2.0.819
  • Document Generation Services Core version: 22.1.0.16
  • Document Generation Services Core DocViewer version: 22.1.0.16
  • Security Administration version: 3.1.2.3547
  • Expere Document Services: 22.2.0.1676
  • DocumentServices: 22.2.0.133
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.8.0.2833
    • EZConfig Default Data version: 2022.8.0.151
    • EZ Config Service version: 2022.8.0.390
    • EZ Gateway version: 2022.8.0.521
  • Databases:
    • Document Generation Services Database version: 22.2.0.4198
    • Packages and Packets Database version: 2022.8.0.2833
    • Default Database version: 2022.8.0.151
    • Security Administration Database version: 3.1.2.3547
    • Expere Document Services Database version: 22.2.0.1676

Installation / Upgrade Notes

Note the following installation and upgrade changes in the September release:

  • Transform variable changes:
    • DGS Core / DGS Core DocViewer; see PBI 733885 below.
    • DGS: New internal-only transform property added <CleanAfterBuild>; see PBI 739222
  • Octopus variable changes:
    • None
  • Installation and upgrade changes:
    • None
DGS Core / DGS Core DocViewer: AppPool Identity User parameterized
Summary: Wolters Kluwer is currently transitioning between hosted application and server providers. As part of this rollout, the DGSCore and DGScore DocViewer applications are now configurable to allow Domain accounts to be used as the app pool identity instead of running as a network service. With that said, this change was implemented for internal purposes; there is no external user action required. The examples below for DGS Core and DGS Core DocViewer display an initial setting (<Property Id="DGSCORE.RunAppPoolAsUser" Value="false"/> and <Property Id="DGSCORE.DocViewer.RunAppPoolAsUser" Value="false"/>) that is set to "false" by default. Users would then set the AppPool User Domain value and subsequent username and password values.
DGS Core
<Property Id="DGSCORE.RunAppPoolAsUser" Value="false"/>        
<Property Id="DGSCORE.AppPoolUserDomain" Value="na"/>        
<Property Id="DGSCORE.AppPoolUserName" Value="none"/>        
<Property Id="DGSCORE.AppPoolUserPassword" Value="none"/>
DGS Core DocViewer
<Property Id="DGSCORE.DocViewer.RunAppPoolAsUser" Value="false"/>    
<Property Id="DGSCORE.DocViewer.AppPoolUserDomain" Value="na"/>    
<Property Id="DGSCORE.DocViewer.AppPoolUserName" Value="none"/>    
<Property Id="DGSCORE.DocViewer.AppPoolUserPassword" Value="none"/>
Integrators: Management Service updated to support longer file names
  • Type: Enhancement
  • Reference: PBI 737511
Summary: As part of the Wolters Kluwer effort to transition beween hosted application and service providers, we identified an issue where MIcrosoft Windows limits filename paths to 260 characters. The new provider filename path is increased beyond 260 characters. In order to accommodate this change, an internal registry change was implemented, yet the new provider does not recognize this registry. As a result, the Document Generation Services Management Services internal library has been updated to optionally use an external tool that handle file paths that exceed the 260 character limit.
Management Service: new CleanAfterBuild transform property added
Summary: We have added a new internal transform property, <CleanAfterBuild> to the DGS transforms.xml file. When set to "true" (default value), it deletes folders and subsequent files within these said folders, that are created when deploying content to the DGS Management Service.
DocViewer: Cross-Origin issue identified and addressed
  • Type: Enhancement
  • Reference: PBI 731168
Summary: Users reported receiving a "401" error when attempting to access DocViewer in the Hosted Expere CT environment. Internal analysis determined that the root cause stemmed from a cross-origin issue (commonly referred to as "CORS") within DocViewer.

As a result, DocViewer was rolled back to a previous version during the July CT deployment.
DocViewer: Sequencing Behavior Enhanced
  • Type: Enhancement
  • Reference: PBI 717419
Summary: DocViewer has been updated to ensure that the number sequencing used within a list continues across separate lists where intended without restarting the numbering at 1.
DocViewer: eNotary information hidden
  • Type: Enhancement
  • Reference: PBI 711640
Summary: DocViewer has been enhanced to no longer display the eNotary section. This enhancement was implemented so that the eNotary display behavior matched that of Signature section.
DocViewer / Embedded .PDF: Fillable Field appearance enhanced
  • Type: Enhancement
  • Reference: PBI 720211
Summary: Users reported that the Product Technical Rule (PTR) from the original authoring document (.REQ) was appearing in fillable fields within an embedded .PDF file in DocViewer. The PTR is considered background information using during the authoring process and should not appear. This behavior has been enhanced; DocViewer has been updated so that the Product Technical Rule does not appear in a fillable field.
DocViewer: Embedded PDF field behavior enhanced
  • Type: Enhancement
  • Reference: PBI 720982
Summary: Users reported that when generating an embedded .PDF file for viewing in DocViewer, some field text was misaligned: overlap occurred in some fields while values appeared in the wrong fields.

This behavior has been enhanced; field text is aligned properly and appears in the correct fields
DocViewer: table rendering behavior enhanced
  • Type: Enhancement
  • Reference: PBI 721811
Summary: DocViewer users reported that document display did not match that of a .PDF output when a file contained tables with a different number of columns defined for different row. As a result, columns had shifted, and a middle column was narrower than expected.

The output of these DocViewer documents now matches that of a .PDF output.

DocViewer: EndSession timeout extended
  • Type: Enhancement
  • Reference: PBI 717771
Summary: Users reported that DocViewer timed out when the following occurred:
  1. calling the EndSession API method
  2. the SupportRequiredData element contained a "true" value
  3. Users did not select the Done button in DocViewer.

This behavior has been enhanced; we have extended our timeout time to five (5) minutes when calling the EndSession API method.

AugustExternal release date is August.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 22.2.0.4134
  • Expere Engine version: 22.2.0.4402
  • DocViewer version: 22.1.0.745
  • Document Generation Services Core version: 22.1.0.16
  • Document Generation Services Core DocViewer version: 22.1.0.16
  • Security Administration version: 3.1.2.3515
  • Expere Document Services: 22.2.0.1676
  • DocumentServices: 22.2.0.0112
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.7.0.2817
    • EZConfig Default Data version: 2022.7.0.111
    • EZ Config Service version: 2022.7.0.0.375
    • EZ Gateway version: 2022.7.0.503
  • Databases:
    • Document Generation Services Database version: 22.2.0.4134
    • Packages and Packets Database version: 2022.7.0.2817
    • Default Database version: 2022.7.0.111
    • Security Administration Database version: 3.1.2.3515
    • Expere Document Services Database version: 22.2.0.1678

Installation / Upgrade Notes

Note the following installation and upgrade changes in the August release:

  • Transform variable changes:
    • None
  • Octopus variable changes:
    • None
  • Installation and upgrade changes:
    • DocumentService updated to version 5.0
DocumentService: EZ Transform - Generate, Generate Synchronous, Select Synchronous calls updated for REST API
Summary: As part of our feature to allow users to test custom transactions without making an API call, we have added a new EZTransformStylesheet schema within the generate,generate-synchronous, and select-synchronous methods. Within this EZTransformStylesheet element, users can select the specific stylesheet (stylesheetName) and version (stylesheetVersion) to use with a transaction. For more information, refer to the link above.
DocumentService: upgrade to .NET 5
Summary: DocumentService has been upgraded to version 5.0.

JulyExternal release date is July.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 22.2.0.4134
  • Expere Engine version: 22.1.0.4359
  • DocViewer version: 22.1.0.745
  • Document Generation Services Core version: 22.1.0.16
  • Document Generation Services Core DocViewer version: 22.1.0.16
  • Security Administration version: 3.1.2.3507
  • Expere Document Services: 22.2.0.1676
  • DocumentServices: 22.2.0.99
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.6.0.2807
    • EZConfig Default Data version: 2022.6.0.92
    • EZ Config Service version: 2022.6.0.366
    • EZ Gateway version: 2022.6.0.496
  • Databases:
    • Document Generation Services Database version: 22.2.0.4134
    • Packages and Packets Database version: 2022.6.0.2807
    • Default Database version: 2022.6.0.92
    • Security Administration Database version: 3.1.2.3507
    • Expere Document Services Database version: 22.2.0.1667

Installation / Upgrade Notes

Note the following installation and upgrade changes in the July release:

  • Transform variable changes:
    • None
  • Octopus variable changes:
    • RabbitMQURL property in the DGSTransformVar transform variable
    • DGSCORE.RabbitMQHost property in the DGSCoreTransformVar transform variable
    • DocumentService.RabbitMqURL property in the DocumentServiceTransformVar transform variable
  • Installation and upgrade changes:
    • None
Management Tool: Bulk Redirect - new Alias List page created
Summary: Document Generation Services Management Tool users may now redirect one or more aliases from the same library. As a result, we have created a new Updating Aliases by Library page that allows users to move aliases between a current and redirected library.
EZ Transform - SelectAndGenerate, Generate, Select, and SelectSynchronous API calls updated
Summary: As part of our feature to allow users to test custom transactions without making an API call, we have added a new EZTransform element within the SelectAndGenerate, Generate, Select, and SelectSynchronous methods. Within this EZTransform element, users can select the specific stylesheet (StylesheetName) and version (Stylesheetversion) to use with a transaction. For more information, refer to the links above.
Engine: SMARTDoc 1.02
  • Type: Feature
  • Reference: PBI 720296, 720730, 720733, 722272, 723511
  • Documentation Impacts: See Features > SMARTDoc 1.02 for more information and links below if applicable.
Summary: Wolters Kluwer enhanced Expere to generate MISMO SMART Doc version 1.02. The work items below encapsulate the changes Wolters Kluwer Expere Engine development implemented for this feature:

Hosted / Self-hosted users:

  • General updates (PBI's 720296, 720730, 720733): these PBI's were used to build the SMARTDoc functionality.
  • Watermarks (PBI 722272): When generating the SMARTDoc through Expere, the PDF created is given a 'Review Copy' watermark.

Self-hosted users:

  • Updates to Expere Testing System (PBI 723511, 726851): the Expere Testing System has been updated to now view SMARTDocs for a generated eNote. See the Expere Testing System User Guide: Using Autoselection and Assembly and Using Assembly for more information. Additionally, the Expere Testing System has been updated so that it can generate SMARTDoc documents properly when using special characters, specifically apostrophes and "&nbsp" (or non-breaking spaces).
  • .NET and Wildfly functionality (PBI 726783): As part of this work item, Expere .NET users can now generate SMARTDocs, while the Wildfly install process was enhanced to accommodate the use of DTD's in the installation path location.
RabbitMQ Support enhanced
Summary: The DocGenServices, DGSCoreManagement, and DocumentService transform.xml files have been updated to allow users to set a URL for the RabbitMQ application using a new RabbitMQURL variable.

In Octopus Deploy, users would set the following property / transform variable names:

  • RabbitMQURL property in the DGSTransformVar transform variable
  • DGSCORE.RabbitMQHost property in the DGSCoreTransformVar transform variable
  • DocumentService.RabbitMqURL property in the DocumentServiceTransformVar transform variable
SelectedPackageId behavior enhanced
  • Type: Enhancement
  • Reference: PBI 721354
Summary: A user reported that during an implementation related to DocViewer, Document Generation Services did not honor the selected package parameter during a BeginSession API call.

This has been resolved; Document Generation Services now honors the selected package parameter during a BeginSession API call.

Management Tool / Management Service: behavior enhanced to only support pre-built libraries
Summary: The Document Generation Services Management Tool now only allows users to upload pre-built content libraries. Internal analysis determined that using pre-built was preferable to using the Management Tool to build content for the following reasons:
  • Performance: content is generally deployed faster as the Management Tool / Service does not need to build the content.
  • Consistency: as it is possible that different versions of the content builder were deployed in different environments, a chance remains that the same content could behave differently based on the environment. Using pre-built content ensures that the same builder was use to create the content in all environments where deployed.
Note: The pre-built content check process looks at the first level of the .ZIP file (Content and ERLContent folders) when performing a library deploy.
Tool Suite: Scrubbed data enhancements
  • Type: Enhancement
  • Reference: PBI 722211, 722496
  • Documentation Impacts: No documentation impact
Summary:

The Document Generation Services Tool Suite contains the ability to scrub certain information from a customer's transaction, such as social security numbers, email addresses, etc. The data that resides in a customer's transaction has been reviewed and updates made for 2022.

  • Internal users of our Document Generation Services Tool Suite who have been provisioned to edit and view all accounts may now download a scrubbed transaction for any account. Previously, these internal users could only download a scrubbed transaction for account for which they were a member.
Tool Suite / Web Services user documentation: additional details related to using the Days To Expire function
  • Type: Enhancement
  • Reference: PBI 726421
  • Documentation Impacts: Document Generation Services Tool Suite User Guide: SETUP page; Document Generation Services Web Services Guide: SelectAndGenerate, Generate
Summary: The Document Generation Services Tool Suite and Web Services guides have been updated to note that when using the DaysToPersistInLongTermStorage parameter (whether making a Select and Generate or Select / Generate call), the default value is "7" (days), and that users may enter a value of "-1" to immediately the transaction from the database.
DocViewer: eNotary information hidden
  • Type: Enhancement
  • Reference: PBI 711640
Summary: DocViewer has been enhanced to no longer display the eNotary section. This enhancement was implemented so that the eNotary display behavior matched that of Signature section.
DocViewer: EndSession timeout extended
  • Type: Enhancement
  • Reference: PBI 717771
Summary: Users reported that DocViewer timed out when the following occurred:
  1. calling the EndSession API method
  2. the SupportRequiredData element contained a "true" value
  3. Users did not select the Done button in DocViewer.

This behavior has been enhanced; we have extended our timeout time to five (5) minutes when calling the EndSession API method.

DocViewer: table rendering behavior enhanced
  • Type: Enhancement
  • Reference: PBI 721811
Summary: DocViewer users reported that document display did not match that of a .PDF output when a file contained tables with a different number of columns defined for different row. As a result, columns had shifted, and a middle column was narrower than expected.

The output of these DocViewer documents now matches that of a .PDF output.

DocumentService: enhance logo height and width behavior
Summary: Users reported that they were required to enter both a height and width value for a logo. This behavior is incorrect; users are only required to enter one value (either for width or height). This behavior has been enhanced; users are once again only required to enter a width or height value when adding a logo.

Additionally, we have enhanced our DGS-related user documentation to provide further information when working with logos.

June

Note: The deployment is June has been canceled; all work items originally slated for June have been moved to the July deployment.

MayExternal release date is May 2022.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 22.2.0.4065
  • Expere Engine version: 22.1.0.4068
  • DocViewer version: 22.1.0.745
  • Document Generation Services Core version: 21.1.0.3588
  • Document Generation Services Core DocViewer version: 21.1.0.3588
  • Security Administration version: 3.1.2.3289
  • Expere Document Services: 21.1.0.1491
  • DocumentServices: 21.4.0.94
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.5.0.2787
    • EZConfig Default Data version: 2022.5.0.58
    • EZ Config Service version: 2022.5.0.339
    • EZ Gateway version: 2022.5.0.467
  • Databases:
    • Document Generation Services Database version: 22.2.0.4065
    • Packages and Packets Database version: 2022.5.0.2787
    • Default Database version: 2022.5.0.58
    • Security Administration Database version: 3.1.2.3289
    • Expere Document Services Database version: 21.1.0.1491

Installation / Upgrade Notes

Note the following installation and upgrade changes in the May release:

  • Transform variable changes:
    • None
  • Octopus variable changes:
    • None
  • Installation and upgrade changes:
    • DGS Core updated to .NET 5.0.16
    • EZ Gateway and EZ Service updated to .NET 6.0.4
      Note: with the release of .NET 5, this product is no longer referred to as ".NET Core" but .NET" only.
Support discontinued for Internet Explorer 11 (IE11)
Summary: As of June 15, 2022, Wolters Kluwer will no longer support Internet Explorer 11. Our recommended browsers for accessing Wolters Kluwers hosted applications will be Google Chrome and Microsoft Edge (Chromium-based, current two versions). Wolters Kluwer does not anticipate prevalent issues for users accessing the application(s) via IE11. However, Wolters Kluwer will no longer remediate problems that are specific to the IE11 browser.
Expere Engine: WildFly updated
  • Type: Enhancement
  • Reference: PBI 715356
Summary: The Expere Engine has been updated to use Wildfly version 26.0.1.
Encryption behavior enhanced
Summary: A user reported an issue with the password functionality in the SetEncryption ancillary output option. When running an Expere Document Services SOAP request utilizing the SetEncryption ancillary output option and user and/or owner passwords, the passwords provided would not open the .PDF file.

Expere has been updated to accept a password provided in the SetEncryption ancillary output > Permissions container. Furthermore, the corresponding user documentation has been updated to provide additional information on using SetEncryption; click the link in Documentation Impacts.
DGS Core: update to .NET 5.0.16
Summary: DGS Core has been updated from version 3.1 to 5.0.16.
UCD element removed from DocumentService WSDL
  • Type: Enhancement
  • Reference: PBI 691950
Summary: As part of a larger effort to remove functionality that is no longer used or supported, UCD has been removed from the DocumentService WSDL. No user action is required.
DocViewer: SignatureField and SignatureDateField display behavior enhanced
  • Type: Enhancement
  • Reference: PBI 717776
Summary: Users reported that DocViewer displayed an error when executing files containing a SignatureField and SignatureDateField. These elements are used to author signatures outside of a SignatureSection; with this change DocViewer was updated to handle these fields appropriately. Users will no longer see an error and the area for the SignatureField and SignatureDateField will function identically to that of a SignatureSection.
DocViewer: eNotary information hidden
  • Type: Enhancement
  • Reference: PBI 711640
Summary: DocViewer has been enhanced to no longer display the eNotary section. This enhancement was implemented so that the eNotary display behavior matched that of Signature fields.
Tool Suite: EZ Transform stylesheet selection option
Summary: As part of our feature to allow users to test custom transactions without making an API call, we have added a new Expere EZ Transform option within the Document Generation Services Tool Suite > SERVICES page. Users can select an account and corresponding stylesheet to use with a transaction. For more information, refer to the link above.

AprilExternal release date is April 2022.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 22.1.0.4021
  • Expere Engine version: 22.1.0.4068
  • DocViewer version: 21.2.0.734
  • Document Generation Services Core version: 21.1.0.3588
  • Document Generation Services Core DocViewer version: 21.1.0.3588
  • Security Administration version: 3.1.2.3041
  • Expere Document Services: 21.1.0.1491
  • DocumentServices: 21.4.0.66
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.4.0.2778
    • EZConfig Default Data version: 2022.4.0.40
    • WoltersKluwerFS.EzService.Service version: 2022.4.0.332
    • EZ Gateway version: 2022.4.0.438
  • Databases:
    • Document Generation Services Database version: 22.1.0.4021
    • Packages and Packets Database version: 2022.4.0.2778
    • Default Database version: 2022.4.0.40
    • Security Administration Database version: 3.1.2.3041
    • Expere Document Services Database version: 21.1.0.1491

Installation / Upgrade Notes

Note the following installation and upgrade changes in the April release:

  • Transform variable changes:
    • None
  • Octopus variable changes:
    • None
  • Installation and upgrade changes:
    • None

Changelog entries

ToolSuite: correct LoanIdentifier displayed on SUPPORT page
  • Type: Enhancement
  • Reference: PBI 711256
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: With this release, when viewing the SUPPORT page in the ToolSuite the Loan Identifier field matches the /Txn/Notes/Note/LoanIdentifier value from the transaction xml.
Implementation Notes: This enhancement correction is available in the April release of Document Generation Services.
Expere: PDFMerge and Barcode Support
  • Type: Defect
  • Reference: PBI 716299
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: It was discovered through internal testing that in certain instances, when generating documents as a Merged PDF with an ancillary output of barcodes, some documents within the Merged PDF were not receiving the barcode. Instead, the barcode area was being reserved with an empty fillable field.
Solution: This issue has been corrected. Barcodes are being created on all applicable documents within the Merged PDF.
Implementation Notes: This defect correction is available in the April release of Hosted Expere / Expere Document Services.
Expere: table display issue resolved
  • Type: Enhancement
  • Reference:: PBI 715595
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: It was reported that the Ownership of the Applicant section and preceding table did not appear on the Borrower Information Form for those users identifed as Guarantors.

The table and Ownership of the Applicant section now appear on the Borrower Information Form.
Implementation Notes: This enhancement is available in the April release of Hosted Expere / Expere Document Services
RTF Output - indent preserved with certain list use cases
  • Type: Enhancement
  • Reference:: PBI 710249
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Users reported that when generating the AmendmentToNote_Interest Rate_Payments_Ream document as an RTF output, lists which were broken up between paragraphs of text were indented improperly; for example: the text for the list item would be indented properly, but the number which accompanied the list item text would NOT be indented. See examples below:

RTF Output



PDF Output



This behavior has been enhanced; Expere has been updated to correctly indent the list item numbers with the subsequent list text on RTF Documents, as it does with PDF.
Implementation Notes: This enhancement is available in the April release of Hosted Expere / Expere Document Services.

MarchExternal release date is March 2022.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 21.1.0.3735
  • Expere Engine version: 22.1.0.4068
  • DocViewer version: 21.2.0.846
  • Document Generation Services Core version: 21.1.0.3588
  • Document Generation Services Core DocViewer version: 21.1.0.3588
  • Security Administration version: 3.1.2.2894
  • Expere Document Services: 21.1.0.1491
  • DocumentServices: 21.4.0.66
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.3.0.2752
    • EZConfig Default Data version: 2022.3.0.1265
    • EZ Config Service version (renamed to WoltersKluwerFS.EzService.Service): 2022.3.0.323
    • EZ Gateway version: 2022.3.0.429
  • Databases:
    • Document Generation Services Database version: 21.1.0.3735
    • Packages and Packets Database version: 2022.3.0.2752
    • Default Database version: 2022.3.0.1265
    • Security Administration Database version: 3.1.2.2894
    • Expere Document Services Database version: 21.4.0.66

Installation / Upgrade Notes

Note the following installation and upgrade changes in the March release:

  • Transform variable changes:
    • None
  • Octopus variable changes:
    • EZ Config Service has been renamed to WoltersKluwerFS.EzService.Service
  • Installation and upgrade changes:
    • None

Changelog entries

Document display issue resolved
  • Type: Enhancement
  • Reference: PBI 710054
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Users reported that static documents did not display in DocViewer due to such factors as the number and size of embedded transactions and the presence of inline graphics.

This behavior has been enhanced; DocViewer has been updated to better handle documents containing inline graphics and embedded transactions.
Implementation Notes: This enhancement is available in the March release of DocViewer.
General Updates
  • Type: Enhancement
  • Reference: PBI 707639, 695419, 708094, 707688, 711798
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: This release includes general updates not visible to the user.

FebruaryExternal release date is February 2022.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 21.1.0.3735
  • Expere Engine version: 22.1.0.4053
  • DocViewer version: 21.2.0.846
  • Document Generation Services Core version: 21.1.0.3588
  • Document Generation Services Core DocViewer version: 21.1.0.3588
  • Security Administration version: 3.1.2.2713
  • Expere Document Services: 21.1.0.1491
  • DocumentServices: 21.4.0.66
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.2.0.2733
    • EZConfig Default Data version: 2022.2.0.1255
    • EZ Config Service version: 2022.2.0.285
    • EZ Gateway version: 2022.2.0.401
  • Databases:
    • Document Generation Services Database version: 21.1.0.3735
    • Packages and Packets Database version: 2022.2.0.2733
    • Default Database version: 2022.2.0.1255
    • Security Administration Database version: 3.1.2.2713
    • Expere Document Services Database version: 21.1.0.1491

Installation / Upgrade Notes

Note the following installation and upgrade changes in the February release:

  • Transform variable changes:
    • None
  • Octopus variable changes:
    • None
  • Installation and upgrade changes:
    • None

Changelog entries

DocViewer: supported added for representative entity beneficiaries
  • Type: Enhancement
  • Reference: PBI 709486
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A user reported that an error occurred in DocViewer when a representative entity element is included as child element of beneficiaries. We have enhanced DocViewer to accommodate this functionality.
Implementation Notes: This enhancement is available in the February release of Document Generation Services.
Support for Embedded PDF
  • Type: Feature
  • Reference: PBI 677951
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Wolters Kluwer has introduced a new authoring format as part of WCAG 2.0 compliance initiative. When authored as a "PDF." (PDF prefix), the Expere Engine now generates documents with an embedded .PDF file of an image. For more information, see the following Expere Authoring and Tools changelog.
Implementation Notes: This feature is available in the Expere Engine 2022 Release One.
FOP 2.6 indicator added to internal application
Summary: As part of our initiative to upgrade the version of FOP used by the Expere engine for document generation from FOP 1.1 to FOP 2.6, we have enhanced our internal Document Generation Services Management Tool to now include a checkbox on the Add an Alias page to indicate the use of FOP 2.6. This functionality allows you to test your documents to ensure functionality works as expected; it also allows you to perform a comparison of documents before ultimately releasing to your end users.
Important: Please note that there is a risk of your documents appearing differently when using FOP 2.6. For example, internal analysis determined that 1.) a minor indentation discrepancy existed for bullets and numeric lists either increasing or decreasing the space from a point; 2.) transaction barcodes do not appear on any FOP 2.6-generated content.

Additionally, you can set the FOP 2.6 value on the main MANAGE ALIASES page in addition to the Add an Alias page.

Implementation Notes: This feature is available in the February release of Document Generation Services.
Engine enhanced to support FOP 1.1 and 2.6
  • Type: Feature
  • Reference: PBI 629931
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: Expere Developer Guide: SelectAndGenerateRequest; GenerateRequest
Summary: As part of our initiative to upgrade the version of FOP used by the Expere engine for document generation from FOP 1.1 to FOP 2.6, we have enhanced Expere to allow the use of both versions. Users may now specify between FOP 1.1 and FOP 2.6 for document rendering using a new FOP26 element at the root of the SelectAndGenerateRequest and Generate API calls.
Important: Note the following:
  • We recognize that users may experience some performance degradation when using FOP 2.6; we are aware of this and are actively working to mitigate these issues before our next self-hosted release.
  • TaggedPDF will always render using FOP 2.6 regardless of FOP26 flag setting. This is in support of WCAG 2.0 compatibility work. Additionally, RTF and RawXML do not use FOP for document rendering, so this value is not applicable for those document formats.
Implementation Notes: This feature is available in the Expere Engine 2022 Release One.
Expere Engine: inline packets now honoring logo details
  • Type: Defect
  • Reference: PBI 704125
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: A user reported receiving an error on a SelectAndGenerate request when using an EZ Config Default Data Org with a logo, with a Packages and Packets package. It was found that Expere only honored the LogoID parameter within a Logo ancillary output if the Logo was the first option when more than one ancillary option existed within a request.
Solution: This issue has been corrected.
Implementation Notes: This defect correction is available in the January release of Document Generation Services.
Expere Engine: Log4j updated
  • Type: Enhancement
  • Reference: PBI 707674
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: It was identified that the Expere Engine was using a version of Log4j that was determined to have a medium security risk (2.17.0). We have corrected the security finding by updating the Expere Engine with Log4j 2.17.1.
User action: For the latest Expere install, which includes an updated Expere Testing System with the Log4j security finding corrected, refer to the Product Download Site (PDS) and download the 2022.1 Engine. Consult your Professional Services representative or the Expere Implementation Guide for installation assistance.
Implementation Notes: This enhancement is available in the January release of Document Generation Services.
Engine: multiple accounts now allowed in a single transaction with the same product
  • Type: Enhancement
  • Reference: PBI 701178
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A user reported that an error occurred when opening multiple accounts in a single transaction when where the same EZ Config (or OPPSA) Product name was used for more than one account in the request. Internal analysis determined that this error occurred because Expere previously only allowed multiple accounts in a single transaction when the product name was different for each account. As a result, this behavior has been enhanced: Expere now supports multiple accounts in a single transaction with the same product name.
Implementation Notes: This enhancement is available in the Expere Engine 2022 Release One.
RTF output: signature line behavior enhanced
  • Type: Enhancement
  • Reference: PBI 703264
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Users reported signature line inconsistencies that necessitated addressing; instead of being a starndard, uniform width, the length of the signature line directly corresponded to the number of the characters in the value of the SignerName element. As a result, the signature line would span across the entire width of the page. This behavior has been enhanced so that the signature line for both RTF and PDF outputs are 3.5" wide.
Implementation Notes: This enhancement is available in the Expere Engine 2022 Release One.
General Updates
  • Type: Enhancement
  • Reference: PBI 592829
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: This release includes general updates not visible to the user.

JanuaryExternal release date is January 2022.

This release utilizes the following Nuget Packages:
  • Document Generation Services version: 21.1.0.3617
  • Expere Engine version: 21.2.0.4024
  • DocViewer version: 21.2.0.814
  • Document Generation Services Core version: 21.1.0.3588
  • Document Generation Services Core DocViewer version: 21.1.0.3588
  • Security Administration version: 3.1.2.2471
  • Expere Document Services: 21.1.0.1486
  • DocumentServices: 21.4.0.66
  • EZ Config:
    • EZConfig Packages and Packets version: 2022.1.0.2713
    • EZConfig Default Data version: 2022.1.0.1216
    • EZ Config Service version: 2022.1.0.269
    • EZ Gateway version: 2022.1.0.394
  • Databases:
    • Document Generation Services Database version: 21.1.0.3617
    • Packages and Packets Database version: 2022.1.0.2713
    • Default Database version: 2022.1.0.1216
    • Security Administration Database version: 3.1.2.2471
    • Expere Document Services Database version: 21.1.0.1486

Installation / Upgrade Notes

Note the following installation and upgrade changes in the January release:

  • Transform variable changes:
    • None
  • Octopus variable changes:
    • None
  • Installation and upgrade changes:
    • None

Changelog entries

Merged PDF and PKGPKT package behavior enhanced
  • Type: Defect
  • Reference: PBI 700531
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: A user reported receiving an error when attempting to generate documents with EZ Config Packages and Packets. Internal analysis revealed that this issue occurred when a transaction was used that did not autoselect any of the documents within a PKGPKT packet and the subsequent attempt to merge nonexistent documents failed. When attempting to merge the documents for this packet, an error occurred due to no documents being selected for the given Packet.
Solution: This issue has been resolved; empty packets are skipped during the merge process. As a result, no error occurs and documents that are autoselected are generated and merged appropriately.
Implementation Notes: This defect correction is available in the January release of Document Generation Services.
General Updates
  • Type: Enhancement
  • Reference: PBI 700177, 703911, 706669, 706305, 705738, 705737
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: This release includes general updates not visible to the user.