2019 Default Data Changelogs

December

2019.12The effective date for Expere EZ Config Default Data within the scope of this document for this release is January 2020 and is included in the 2020.1 release.

Updated Copy Functionality to Allow Copy of Organizations and Policies to Different Content Source Alias/Line of Business
Summary: This release includes the ability to now copy organization and policy records to a different content source alias/line of business.
Last Updated By Column
  • Type: Enhancement
  • Reference: PBI 583159
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes a update to the Last Updated By column that now allows the column to be sorted.
Enhanced More... Option
  • Type: Enhancement
  • Reference: PBI 541283
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: With this release, the More... option on the Organization, Policy, and Product list pages has been modified to ensure that all options display and that the menu remains with the record when scrolling.
Content Source Alias Formats Updated
Summary: With this release, we have also enhanced the supported formatting for the content source alias so that the following formatting options may be used:
  • expere://testalias/(.*)
  • expere://testalias\.(.*)
Account Dropdown Field
  • Type: Enhancement
  • Reference: PBI 584612
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes an update to the Account dropdown field to accommodate scenarios where users have access to a large number of accounts. Previously, all accounts were listed, but the field ran off the page and not all accounts were visible. We have modified the field so that 15 accounts load at a time, and provided a More button, which loads the next 15 accounts when clicked. A scrollbar allows you to then scroll through the list to locate the desired account.
Retaining Metadata
  • Type: Defect
  • Reference: PBI 520000
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes an update that ensures metadata is stored as expected. Previously, in a specific circumstance, adding and removing documents with metadata to and from a package resulted in metadata failing to be retained.
Logo Height and Width Fields
  • Type: Defect
  • Reference: PBI 581498
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes a change to the Height and Width fields on the Logo popup page. Previously the value of NaN displayed in the field whenever an entered valued started with a decimal (such as .75) rather than a numeral (such as 0.75). With this update, the Height and Width fields now accept the decimal value being entered.
Spinner and Save Function on Details Pages
  • Type: Defect
  • Reference: PBI 536807
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes updates to the Organization, Policy, and Product Detail pages to ensure that the Save functionality is not available until the data collection section is loaded. Previously, if users attempted to Save prior to the data collection section being fully loaded, the operation would cause the cursor to spin endlessly.

November

2019.11The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2019.

Logo Configuration
Summary: Logo configuration functionality was previously released for both Packages and Packets and Default Data, which allowed you to configure logos for your organization. With this release, the correlating functionality is now also available within the document generation process, which is necessary to fully integrate the logo functionality for your organization. Refer to the associated information within the Logo section of the EDS Changelog for more information, including links to the specific, updated APIs within the Web Services Guide.
Last Updated and Last Updated By Columns Added to Org, Policy, and Product List Pages
Summary: The Organization List, Policy List, and Product List pages within the Default Data application have been updated to include Last Updated (date and time) and Last Updated By (first and last name) columns to help you more easily locate items within the list pages.
Last Updated and Last Updated By Fields Added to Org, Policy, and Product Detail Pages
  • Type: Enhancement
  • Reference: PBI 576176
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: The Organization, Policy, and Product Details pages within the Default Data application have been updated to include Last Updated (date and time) and Last Updated By (first and last name) fields.
Saving Data Across Applications Simultaneously
  • Type: Defect
  • Reference: PBI 579576
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes an update that allows users to save data within the application while working in both EZ Config Packages and Packets and EZ Config Default Data simultaneously (such as when logged into the same browser but on different tabs).

October

2019.10The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2019 and is included in the 2019.11 release.

Logo Configuration
Summary: The Default Data application has been updated to now support the ability to configure logos by organization. Within Default Data, you can upload logos and define various logo settings. Default Data supports the ability to define one logo per organization.

When logo data has been defined within an organization, that logo data is included when copying organization data and also when copying default data between content releases.

Several new APIs have been added to support this new logo functionality:

The process of implementing logo functionality and the ability to include logo data within documents requires integrating to the correlating functionality available within the document generation process. Refer to the associated information within the Logo section of the DGS Changelog for more information, including links to the specific, updated APIs within the Web Services Guide.

Copy Default Data Functionality Now Available
Summary: The Expere EZ Config Default Data application now supports the ability to copy default data. This functionality is used when there is updated content available with a different content source alias. Copying default data saves time as it allows you to simply review and make adjustments as needed.

To access the copy functionality, click the Copy icon in the left navigation panel.

Checkboxes and +/X Buttons on Initial Policy Creation
  • Type: Defect
  • Reference: PBI 577002, 549893
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: The Default Data application has been updated to include the following changes:
  • Checkboxes no longer appear in a locked state when creating a new policy. Users are no longer required to save, close, and then reopen the policy in order to access the checkboxes.
  • The + and X buttons are no longer inoperable when initially creating a policy record. Similarly, users are no longer required to save, close, and then reopen the policy in order to access these buttons.

September

2019.9The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2019 and is included in the 2019.11 release.

Logo Configuration
Summary: The Default Data application has been updated to now support the ability to configure logos by organization. Within Default Data, you can upload logos and define various logo settings. Default Data supports the ability to define one logo per organization.

Note this functionality is not fully available. Full functionality will be delivered in an upcoming release.

System Requirements: .NET Core and .NET Framework Updates
Summary: The Default Data application has been updated to run on the following versions:
  • .NET Core 2.2.6
  • .NET Framework 4.7.2

Upgrade to these versions prior to installing the 2019.9 version of Expere EZ Config Default Data.

Selected Record Now Highlights on List Pages
  • Type: Enhancement
  • Reference: PBI 568889
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes an enhancement to all list pages in the program that allows the selected record to remain highlighted behind the Delete Confirmation and Copy popup windows.

August

2019.8The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2019 and is included in the 2019.11 release.

General Updates
  • Type: Enhancement
  • Reference: PBI 564773
  • 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.

July

2019.7The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2019 and is included in the 2019.11 release.

Policy List Card on Product Details Page
Summary: This release includes an update to how the Policy List card on the Product Details page functions. Now, when you click a policy on the card, the system navigates to the Policy Detail page for the selected policy.
Product List Card on Policy Details Page
Summary: This release includes an update to how the Product List card on the Policy Details page functions. Now, when you click a product name on the card, the system navigates to the Product Detail page for the selected product.
Extended Policy Name Tooltip on Assign Policies
  • Type: Enhancement
  • Reference: PBI 558099
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes an update to the format of the tooltip that displays the policy name on the Assign Policies page. The size of the tooltip has been extended to accommodate longer policy names.
Long Names on Dropdown Fields
  • Type: Enhancement
  • Reference: PBI 541618 and 558322
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes additional updates to the dropdown fields to improve how long names display. Long names that extend beyond the size of the dropdown now display with an ellipsis to indicate additional characters. When you hover over the name, the full value displays within hover text. This enhancement is reflected in the following areas of the program:
  • Copy Policy
  • Copy Product
  • Copy Organization

Additional enhancements were made to long names in the following areas of the program:

  • Add Policy
  • Add Product
  • Add Organization

June

2019.6The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2019 and is included in the 2019.11 release.

New Update Transaction by Name API
Summary: A new Update Transactions by Name API has been added. This API processes in the same manner as the Update Transaction API but uses different parameters to support using names instead of IDs.
Updated Organizations for Account API
Summary: The Organizations for Account API has been updated to include two new parameters: alias and line of business.
Updated Products for Account API
Summary: The Products for Account API has been updated to include two new parameters: alias and line of business.
Long Names on Dropdown Fields
  • Type: Enhancement
  • Reference: PBI 554700
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes additional updates to the dropdown fields to improve how long names display. Long names that extend beyond the size of the dropdown now display with an ellipsis to indicate additional characters. When you hover over the name, the full value displays within hover text. This enhancement is reflected in the following areas of the program:
  • Assign Policies Card on the Product Details Page
  • Add Policy
  • Add Product
  • Add Organization

May

2019.5The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2019 and is included in the 2019.11 release.

Long Policy Names on Assign Policy Card
  • Type: Enhancement
  • Reference: PBI 551007
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes an update to the size of the drop-down fields on the Assign Policy card to now allow long policy names to fully display within the field.
Long Policy Name on Applied Policy Card
  • Type: Enhancement
  • Reference: PBI 551009
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes an update to how long policy names display on the Applied Policy card. Policy names that exceed the display length available now display with an ellipses, and the full policy name will display when hovered over.

April

2019.4The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2019 and is included in the 2019.11 release.

Sign In After Timeout
  • Type: Defect
  • Reference: PBI 545889
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: None
Summary: This release includes an update to ensure that the Login page displays after users have timed out and clicked Sign In to log back in to the program.

March

Expere EZ Config Default Data Application and Web Services Updates
Note: If you have previously created any Organizations, Products, or Policies, you MUST reopen them and resave them prior to generating documents using this release of the Expere EZ Config Default Data application.
Summary: Since the previous release in February 2019, Wolters Kluwer has implemented the following additional changes to the EZ Config Default Data application:
  • Policy Functionality
    • Duplicate name validation
  • Organization Functionality
    • Duplicate name validation
    • List sorting
  • Product Functionality
    • Duplicate name validation
    • Update Transaction API updated to include Policies assigned to Products
  • Save/Failure Notifications

2019.3

Expere EZ Config Default Data Application and Web Services Updates
Note: If you have created any Organizations, Products, or Policies prior to installing this release, you MUST reopen them and resave them prior to generating documents using the Expere EZ Config Default Data application.
Summary: Since the previous release to partners in December 2018, Wolters Kluwer has implemented the following additional changes to the EZ Config Default Data application:
  • Policy Functionality
    • Create
    • Update/Edit
    • Delete
    • Copy within same content source alias/line of business combination
    • Checks for unsaved changes when user tries to navigate to other pages without saving
    • Duplicate name validation
    • List sorting
  • Organization Functionality
    • Delete
    • Copy within same content source alias/line of business combination
    • Checks for unsaved changes when user tries to navigate to other pages without saving
    • Duplication name validation
    • List sorting
  • Product Functionality
    • Delete
    • Assigning Policies to Products
    • Copy within same content source alias/line of business combination
    • Checks for unsaved changes when user tries to navigate to other pages without saving
    • Duplicate name validation
    • List sorting
    • Update Transaction API updated to include Policies assigned to Products
  • Added a ‘Healthcheck’ Page
  • Token/Session Expiration messaging
  • Not Authorized to Use application messaging
  • Save/Failure Notifications
  • Addition of Expere EZ Config Default Data Upgrade Guide to documentation suite

February

Expere EZ Config Default Data Application and Web Services Available
Summary: Wolters Kluwer introduces a new application, Expere EZ Config Default Data. This application allows users to define organization, policy, and product information and to designate default data for policy and product definitions. Expere EZ Config Default Data integrates with Expere Document Services, which is leveraged to process requests for document generation. This release is available to partners to build out their integration workflows to leverage Expere EZ Config Default Data Application and Web Services.
Implementation Notes: This feature is available in the February 2019 release of Expere Document Services.

2018.1The effective date for Expere EZ Config Default Data within the scope of this document for this release is December 2018.

Expere EZ Config Default Data Application and Web Services Available
Summary: Wolters Kluwer introduces a new application, Expere EZ Config Default Data. This application allows users to define organization, policy, and product information and to designate default data for policy and product definitions. Expere EZ Config Default Data integrates with Document Generation Services, which is leveraged to process requests for document generation. This release is available to partners to build out their integration workflows to leverage Expere EZ Config Default Data Application and Web Services.
Implementation Notes: This feature is available in the 2018.3 release of Document Generation Services.