2022 Packages and Packets Changelogs

December

2022.11The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is December 2022.

Specify Package Name
  • Type: Feature
  • Reference: PBI 534391
Summary: This release includes the ability to specify the package name rather than the EZ Config package ID when using the Expere EZ Config Packages and Packets component to configure packages. A number of changes were made to the program to accommodate this functionality; specifically a number of APIs have been removed and other APIs have been added to EZ Gateway to support this functionality.

Supporting changes have also been made to DGS and/or EDS for this feature. Refer to the Document Generation Services changelog WK Hosted Expere changelog for specific details.

Removed Unused APIs
Summary: We have removed a number of unused APIs from the program. These APIs were decommissioned within a previous release, and with this release have been completely removed from the program. These changes were made in support of the Package Name feature.
The following APIs are no longer available:
  • Package API https://<hostname>/api/v1/integration/accounts/{accountId}/package/{packageId}
  • Package with Logo Data by Organization ID https://<hostname>/api/v1/integration/accounts/{accountId}/packages/{packageId}/organizations/{organizationId}
  • Package with Logo Data by Organization Name https://<hostname>/api/v1/integration/accounts/{accountId}/packages/{packageId}/logo? alias={alias}&lineOfBusiness={lineOfBusiness}&organizationName={organizationName}
More current APIs are available for use within Expere EZ Gateway. Refer to the Expere EZ Gateway Web Services Guide for more information.

Additionally, the following property is no longer used by the program. New installations no longer use this property; in existing installations, this property is now ignored by the program.

Property Id="PKGPKT.DefaultData.HostUrl"
Import Popup Window Updates
  • Type: Enhancement
  • Reference: PBI 745591
Summary: This release includes the following minor interface changes to Import popup window:
  • A red 'Required Field' message now displays for the Browse file.
  • Font changes to match other areas of the program.
.
General Updates
  • Type: Enhancement
  • Reference: PBI 746740, 717671, 748344
Summary: This release includes general updates not visible to the user.

November

2022.10The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is November 2022.

Upcoming Feature: Package Name
  • Type: Feature
  • Reference: PBI 736938, 736934, 736942, 731327
Summary: This release includes changes to support the upcoming ability to specific package name rather than package ID when integrating with DGS and/or EDS.
Important: While some changes are available within this release, this functionality is not yet fully available until the supporting changes are available within DGS and/or EDS.
Content URI Report
Summary: The Content URI Report has been updated to include an additional column to display the Content URI using the Packages and Packets Package Name. This enhancement was made in support of the upcoming Package Name functionality.
Important: While this Content URI Report change is available within this release, this entire feature functionality is not yet fully available until the supporting changes are available within DGS and/or EDS.
APIs Removed
  • Type: Enhancement
  • Reference: PBI 742687
Summary: Several APIs have been decommissioned, including the following documented APIs. Where applicable, other behind-the-scenes/undocumented APIs have also been removed. More current APIs are available for use within Expere EZ Gateway. Refer to the Expere EZ Gateway Web Services Guide for more information.
  • Package API https://<hostname>/api/v1/integration/accounts/{accountId}/package/{packageId}
  • Package with Logo Data by Organization ID https://<hostname>/api/v1/integration/accounts/{accountId}/packages/{packageId}/organizations/{organizationId}
  • Package with Logo Data by Organization Name https://<hostname>/api/v1/integration/accounts/{accountId}/packages/{packageId}/logo? alias={alias}&lineOfBusiness={lineOfBusiness}&organizationName={organizationName}
QR Barcodes Available
Summary: This release includes changes to support the ability to use QR Barcodes. The QR Barcode has the same options available and same pattern as all other barcode types.

The QR Code (Quick Response Code) is a matrix, or 2D, barcode that features fast readability and greater storage capacity in comparison with standard UPC barcodes.

General Updates
  • Type: Enhancement
  • Reference: PBI 740825, 743179
Summary: This release includes general updates not visible to the user.

October

2022.9The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is October 2022.

APIs to be Disabled
  • Type: Enhancement
  • Reference: PBI 742697
Summary: The following APIs will be removed in the November release. More current APIs are available for use within Expere EZ Gateway. Refer to the Expere EZ Gateway Web Services Guide for more information.
  • Package API https://<hostname>/api/v1/integration/accounts/{accountId}/package/{packageId}
  • Package with Logo Data by Organization ID https://<hostname>/api/v1/integration/accounts/{accountId}/packages/{packageId}/organizations/{organizationId}
  • Package with Logo Data by Organization Name https://<hostname>/api/v1/integration/accounts/{accountId}/packages/{packageId}/logo? alias={alias}&lineOfBusiness={lineOfBusiness}&organizationName={organizationName}
Support for Embedded PDF REQ Type
  • Type: Enhancement
  • Reference: PBI 739028
Summary: This release includes updates to support content containing embedded PDF REQ files. No user interface changes were made. All updates to handle the embedded PDF REQ are behind-the-scenes. This update supports the Expere Engine and Authoring Tools efforts to support WCAG 2.0.
QR Barcodes Available
  • Type: Enhancement
  • Reference: PBI 737337
Summary: This release includes changes to support the ability to use QR Barcodes.
Important: While you will see changes available in the program, this functionality is not yet fully available until the supporting changes are available within DGS and/or EDS.
The QR Barcode has the same options available and same pattern as all other barcode types.
General Updates
  • Type: Enhancement
  • Reference: PBI 737830, 731381, 739471
Summary: This release includes general updates not visible to the user.

September

2022.8The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is September 2022.

New STS Permissions
Summary: This release includes changes to the STS Permissions for Expere EZ Config Packages and Packets users.
Note: These new permissions allow you to segregate duties more easily within EZ Config Packages and Packets.

The following additional permissions are now available:

View Packages and Packets: Allows a user to access and view information within Expere EZ Config Packages and Packets. User cannot perform copy, edit, import, or export functions.

Bulk Copy Packages and Packets: Allows a user to perform a bulk copy in Expere EZ Config Packages and Packets and to view all information. Users with this permission are able to access and view all information within Expere EZ Config Packages and Packets.

Edit Packages and Packets: Allows a user to make changes within Expere EZ Config Packages and Packets with the exception of performing import, export, or bulk copy tasks. Users with this permission are able to access and view all information within Expere EZ Config Packages and Packets.

Export Packages and Packets: Allows a user to access export functionality within Expere EZ Config Packages and Packets and to view all information. Users with this permission are able to access and view all information within Expere EZ Config Packages and Packets.

The new permissions are not part of any predefined roles. In order to use these permissions, you should create a new role and assign one or more permissions according to how you wish to segregate job functions or duties.
AppPool Identity User Parameter
Summary: This release includes the addition of a new transform variables to provide a way to set the identity of the AppPool user to something other than Network User. If you wish to continue to use Network Services, you do not need to change this variable.

If the UseAppPoolUser is set to true, the AppPoolUserName, AppPoolUserDomain, and AppPoolUserPassword should also be specified.

If the UseAppPoolUser is set to false, or if this variable does not exist, the default Network Service user will be used.

<Property Id="PKGPKT.UseAppPoolUser" Value="true"/>
    <Property Id="PKGPKT.AppPoolUserName" Value="name_not_set"/>
    <Property Id="PKGPKT.AppPoolUserDomain" Value="na"/>
    <Property Id="PKGPKT.AppPoolUserPassword" Value="not_set"/>
General Updates
  • Type: Enhancement
  • Reference: PBI 716520, 731376, 731345, 731379, 735620
Summary: This release includes general updates not visible to the user.

August

2022.7The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is August 2022.

New Permissions Shown in STS
  • Type: Enhancement
  • Reference: PBI 711073
Summary: As stated previously, a number of permissions within STS have recently been added for the Expere EZ Config Packages and Packets product. These permissions are intended to support upcoming features within EZ Config Packages and Packets. Therefore, while these permissions are visible, they are not yet supported within the application. Additional information will be available at a later date once these permissions are fully supported.
.NET 6
  • Type: Enhancement
  • Reference: PBI 716520
  • Documentation Impacts: DGS Installation Guide
Summary: With this release, .NET 6 is now required for installation for EZ Config Packages and Packets.
General Updates
  • Type: Enhancement
  • Reference: PBI 722886, 727460, 716520, 730219
Summary: This release includes general updates not visible to the user.

July

2022.6The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is July 2022.

New Permissions Shown in STS
  • Type: Enhancement
  • Reference: PBI 711073
Summary: As stated previously, a number of permissions within STS have recently been added for the Expere EZ Config Packages and Packets product. These permissions are intended to support upcoming features within EZ Config Packages and Packets. Therefore, while these permissions are visible, they are not yet supported within the application. Additional information will be available at a later date once these permissions are fully supported.
General Updates
  • Type: Enhancement
  • Reference: PBI 720742, 723275, 714335, 725182, 726797
Summary: This release includes general updates not visible to the user.

June

2022.5The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is July 2022.

The Expere EZ Config Packages and Packets product does not include a June 2022 release.

New Permissions Shown in STS
  • Type: Enhancement
  • Reference: PBI 711073
Summary: As stated previously, a number of permissions within STS have recently been added for the Expere EZ Config Packages and Packets product. These permissions are intended to support upcoming features within EZ Config Packages and Packets. Therefore, while these permissions are visible, they are not yet supported within the application. Additional information will be available at a later date once these permissions are fully supported.

May

2022.5The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is May 2022.

Bulk Repost
  • Type: Feature
  • Reference: PBI 715331
Summary: This release includes behind the scenes changes in preparation for upcoming enhancements to the Repost functionality.
Support for Internet Explorer (IE 11) Discontinued
Summary: Internet Explorer 11 will enter End of Life on June 15, 2022. Microsoft will no longer provide security updates or bug fixes for this software after the End-of-Life date.

As a result, Wolters Kluwer is moving forward with plans to end operational support for Internet Explorer 11 when using the following hosted applications:

  • DocViewer
  • Expere Document Services
  • Document Generation Services
  • EZ Config Default Data
  • EZ Config Packages and Packets
  • Expere Document Portal
  • Fulfillment Manager

Our product team has tested and certified the aforementioned products on Microsoft Edge and Google Chrome. If you have not done so, please utilize either Microsoft Edge or Google Chrome starting with the June production deployments of these applications.

Increased Timeout Period
  • Type: Enhancement
  • Reference: PBI 717184
Summary: This release includes changes to the program to increase the timeout period in order to reduce the likelihood of timeouts occurring when processing larger packages.
Reports File Name Field Changes
  • Type: Enhancement
  • Reference: PBI 713743, 713802
Summary: This release includes the following changes to filename field in the Reports section of the program:
  • Extended the length of the filename field to allow you to see more of the filename when it is long.
  • Added character validation to ensure that when manually changing filenames, the program provides a warning if you attempt to use any of the following unsupported special characters: \ / : * ? " < > |
Updated Output Descriptions for Detail Reports
Summary: This release includes the clarifications to the output descriptions in the Detail Report within the program. The following Output Format values have been changed:
Previous Name Updated Name
RTF RTF - Commercial Only
MergedCopyPDF Individual and Merged
PdfMerge Merged PDF
IndividualPDFs Individual PDFs
New Permissions Shown in STS
  • Type: Enhancement
  • Reference: PBI 711073
Summary: This release includes the addition of a number of permissions within STS for the Expere EZ Config Packages and Packets product. These permissions are intended to support upcoming features within EZ Config Packages and Packets. Therefore, while these permissions are visible, they are not yet supported within the application. Additional information will be available at a later date once these permissions are fully supported.
General Updates
  • Type: Enhancement
  • Reference: PBI 716494, 717460, 717831
Summary: This release includes general updates not visible to the user.

April

2022.4The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is April 2022.

Reporting: Line of Business and Alias Field Changes
  • Type: Enhancement
  • Reference: PBI 712719, 713804
Summary: This release includes a couple of changes to the Line of Business and Alias fields on the Generate Report page:
  • When using an Alias that has only one line of business, that line of business name now defaults into the Line of Business field.
  • The program now displays only Alias(es) or Line(s) of Business in which packages exist.
Updated User Interface Items
  • Type: Enhancement
  • Reference: PBI 683360, 683349, 714123
Summary: This release includes the following user interface modifications:
  • Cursors throughout the program have been made more consistent; the program now displays the text selection cursor to indicate when text can be selected and copied.
  • Title spacing is now applied more consistently across the program.
  • All documents in the Selected Documents popup window now display the <, >, # , x symbols to allow you to change the position or remove any document from the list.
Reports Page: Cleared Values
  • Type: Defect Correction
  • Reference: PBI 713742
Summary: This release includes a change to the Reports page to ensure that any selected values are cleared when leaving the page. Previously, the program retained those values and displayed them when returning to the page.
New Permissions Shown in STS
  • Type: Enhancement
  • Reference: PBI 711073
Summary: This release includes the addition of a number of permissions within STS for the Expere EZ Config Packages and Packets product. These permissions are intended to support upcoming features within EZ Config Packages and Packets. Therefore, while these permissions are visible, they are not yet supported within the application. Additional information will be available at a later date once these permissions are fully supported.
General Updates
  • Type: Enhancement
  • Reference: PBI 712660, 712662
Summary: This release includes general updates not visible to the user.

March

2022.3The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is March 2022.

New Feature: Package Setup Report
Summary: This release includes a Package Setup Report, which is intended to provide information about all the packages set up within Packages and Packets and to assist with troubleshooting and support.

The reports are generated as .CSV (comma-separated values) files and can be opened in a spreadsheet and take advantage of spreadsheet functionality, including filtering, sorting, etc.

Generate Report Page

To access the Report function, click More in the left-hand navigation panel and select the Report icon to open the Generate Report page. Use the Generate Report page to generate the Package Setup Reports.

  1. Select a Report Type (required): Content URI Report, Print Order Report, or Details Report.
  2. Select an Alias (required), then select one or more Line(s) of Business (required).
  3. Enter a File Name for the report (required).
  4. Click Download.
The following reports are available:
  • Content URI Report: Returns a list of Package IDs and the Content URI for each of the packages.
  • Print Order Report: Returns a list of all the documents in the packets for each package for a selected Alias and Line(s) of Business.
  • Details Report: Returns a list of all the details of the package, including barcode information, metadata, and full packet details (such as copies, print order, etc.).
New Permissions Shown in STS
  • Type: Enhancement
  • Reference: PBI 711073
Summary: This release includes the addition of a number of permissions within STS for the Expere EZ Config Packages and Packets product. These permissions are intended to support upcoming features within EZ Config Packages and Packets. Therefore, while these permissions are visible, they are not yet supported within the application. Additional information will be available at a later date once these permissions are fully supported.
Document List: Drag and Drop Functionality Added
  • Type: Enhancement
  • Reference: PBI 61780
Summary: This release includes the addition of drag and drop functionality with the packet document list. This functionality allows you to easily change the order of documents within a packet by dragging a document to its desired location within the list.
Updated User Interface Items
  • Type: Enhancement
  • Reference: PBI 683360, 683345, 683348, 683349
Summary: This release includes the following user interface modifications:
  • Text displaying within popup windows now aligns more consistently.
  • Navigation breadcrumbs at the top of the page now display after clicking the Export record.
General Updates
  • Type: Enhancement
  • Reference: PBI 702010, 709870, 707572, 700458, 710219
Summary: This release includes general updates not visible to the user.

February

2022.2The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is February 2022.

General Updates
  • Type: Enhancement
  • Reference: PBI 706896, 707517
Summary: This release includes general updates not visible to the user.

January

2022.1The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is January 2022.

General Updates
  • Type: Enhancement
  • Reference: PBI 700461, 700460, 700459, 703440, 704490
Summary: This release includes general updates not visible to the user.