EZ Gateway 2020 Changelog

December

2020.12The effective date for Expere EZ Gateway within the scope of this document for this release is December 2020.

General Updates
Type: Enhancement Reference: PBI 654632 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to the user.

November

2020.11The effective date for Expere EZ Gateway within the scope of this document for this release is November 2020.

Install Updates
Type: Enhancement Reference: PBI 628334 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes an update to the installation process to remove the requirement to manually provide permissions to the private keys for the STS client certificate used by the application.

Updates to Support DGS Management Redirect Changes
Type: Enhancement Reference: PBI 629708 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes updates to support a redirect of DGS Management that was implemented to better suit a large number of accounts.

.NET Core Runtime
Type: Enhancement Reference: PBI 645065 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Gateway Installation Instructions Expere EZ Gateway OD Installation Instructions
Summary: This release includes updates to the deployment process that have eliminated the need for the .NET Core Runtime to be installed on the server.

General Updates
Type: Enhancement Reference: PBI 645065 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to users.

October

2020.10The effective date for Expere EZ Gateway within the scope of this document for this release is October 2020.

General Updates
Type: Enhancement Reference: PBI 639880 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to the user.

System Requirements: .NET Core Updates
Type: Enhancement Reference: PBI 641901 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Gateway Installation Guide
Summary: The Expere EZ Gateway application has been updated to run on the following: .NET Core 3.1.8 If you have older versions of .NET Core already installed, do not replace them with this version, as there are other dependent components that may require older versions. You may have multiple versions installed simultaneously.

System Requirements: .NET Core Updates

Type: Enhancement
Reference: PBI 641901
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts:
- Expere EZ Gateway Installation Guide

Summary: The Expere EZ Gateway application has been updated to run on the following:

.NET Core 3.1.8

If you have older versions of .NET Core already installed, do not replace them with this version, as there are other dependent components that may require older versions. You may have multiple versions installed simultaneously.

September

2020.9The effective date for Expere EZ Gateway within the scope of this document for this release is October 2020.

EZ Service: OD Variable Update
Type: Defect Reference: PBI 632353 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: EZ Service OD Documentation
Summary: The Expere EZ Gateway Octopus Deploy documentation has been updated to reflect an update to the IntegratedSecurity variable. The default for this variable is now set to true.

System Requirements: .NET Core Updates
Type: Enhancement Reference: PBI 624292 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Gateway Installation Guide
Summary: The Expere EZ Gateway application has been updated to run on the following: .NET Core 3.1 Upgrade to this version prior to installing the 2020.9 version of Expere EZ Gateway.

System Requirements: .NET Core Updates

Type: Enhancement
Reference: PBI 624292
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts: Expere EZ Gateway Installation Guide

Summary: The Expere EZ Gateway application has been updated to run on the following:

.NET Core 3.1

Upgrade to this version prior to installing the 2020.9 version of Expere EZ Gateway.

General Updates
Type: Enhancement Reference: PBI 634164, 633607 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to the user.

August

2020.8The effective date for Expere EZ Gateway within the scope of this document for this release is August 2020.

General Updates
Type: Enhancement Reference: PBI 625203, 626057, 625563, 628990 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to the user.

Octopus Deploy Variable
Type: Defect Reference: PBI 626057 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes changes to the Octopus Deploy to ensure that the variable EzConfigServiceConnectionType variable is set to True.

July

2020.7The effective date for Expere EZ Config Gateway within the scope of this document for this release is July 2020.

Expere EZ Gateway Component and Web Services Available
Type: Product Release Reference: NA Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Gateway Web Services Guide EZ Gateway Installation Guide
Summary: Wolters Kluwer introduces a new component, Expere EZ Gateway. This component integrates with Expere EZ Config Default Data, Expere EZ Config Packages and Packets, and with Expere Document Services, and will be used to process requests for document generation.

EZ Config Service Component Now Available
Type: Feature Reference: PBI 600832, 602053 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: EZ Gateway Installation Guide Expere EZ Config Packages and Packets User Guide Expere EZ Config Default Data User Guide
Summary: This release introduces the EZ Config Service Component to the EZ Gateway and EZ Config suite of products. The EZ Config Service is intended to assist with the queuing of repost requests from DGS Management. This component integrates with both EZ Config Packages and Packets and EZ Config Default Data; refer to those product user guides for additional information on how the EZ Config Service works within those applications. Instructions for installing this component are provided with the EZ Gateway Installation Guide.

EZ Config Service Component Now Available

Type: Feature
Reference: PBI 600832, 602053
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts:

Summary: This release introduces the EZ Config Service Component to the EZ Gateway and EZ Config suite of products. The EZ Config Service is intended to assist with the queuing of repost requests from DGS Management. This component integrates with both EZ Config Packages and Packets and EZ Config Default Data; refer to those product user guides for additional information on how the EZ Config Service works within those applications. Instructions for installing this component are provided with the EZ Gateway Installation Guide.

EZ Config Service and EZ Gateway Changes
Type: Enhancement Reference: PBI 621636, 623812 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes modifications to the EZ Config Service and EZ Gateway functionality. These changes are not visible to users.

June

EZ Config Service Changes
Type: Enhancement Reference: PBI 609606 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes modifications to the EZ Config Service functionality. These changes are not visible to users.

Repost Service Renamed to EZ Config Service
Type: Feature Reference: PBI 617594 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: The Repost Service has been renamed to EZ Config Service.

Update-Transaction and Update-Transaction by Name APIs
Type: Enhancement Reference: PBI 615518 and 615560 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config EZ Gateway Web Services Guide
Summary: In this release we have duplicated the Update Transaction API and Update Transaction by Name API from the Default Data web services to the EZ Gateway web services. The APIs available within EZ Gateway have been enhanced to support multiple account scenarios for deposit lines of business. These APIs within Default Data will be deprecated from the Default Data web service, and you should instead use the APIs available within the EZ Gateway web service.

Update-Transaction and Update-Transaction by Name APIs

Type: Enhancement
Reference: PBI 615518 and 615560
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts: Expere EZ Config EZ Gateway Web Services Guide

Summary: In this release we have duplicated the Update Transaction API and Update Transaction by Name API from the Default Data web services to the EZ Gateway web services. The APIs available within EZ Gateway have been enhanced to support multiple account scenarios for deposit lines of business. These APIs within Default Data will be deprecated from the Default Data web service, and you should instead use the APIs available within the EZ Gateway web service.

General Updates
Type: Enhancement Reference: PBI 618611 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to the user.

May

Repost Activity
Type: Feature Reference: PBI 600832, 602053 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide Expere EZ Config Packages and Packets User Guide
Summary: This release includes the addition of repost activity reporting, which allows you to see when your content source alias has been redirected to a different library. We have added a Repost icon to the left navigation panel in the program. Click this icon to open the Repost Activity page. When working with newly released content and keeping the same source alias, the tool managing the content will trigger the Repost. Users are able to view the details of the repost with the pages added for this functionality. No Copy is required for the Organizations, Products, and Policies or the Packages and Packets associated to this content. If using a new content source alias with the newly released content, then a Copy function would be required.

Repost Activity

Type: Feature
Reference: PBI 600832, 602053
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts:
- Expere EZ Config Default Data User Guide
- Expere EZ Config Packages and Packets User Guide

Summary: This release includes the addition of repost activity reporting, which allows you to see when your content source alias has been redirected to a different library. We have added a Repost icon to the left navigation panel in the program. Click this icon to open the Repost Activity page.

When working with newly released content and keeping the same source alias, the tool managing the content will trigger the Repost. Users are able to view the details of the repost with the pages added for this functionality. No Copy is required for the Organizations, Products, and Policies or the Packages and Packets associated to this content. If using a new content source alias with the newly released content, then a Copy function would be required.

April

EZ Config Service
Type: Feature Reference: PBI 600832, 602053 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: With this release, we are working on developing the Repost Activity functionality. While some of the changes have been implemented to accommodate this functionality, the feature is not yet fully functional.

March

Improved Packet and Package Processing Time for Documents with Logos
Type: Enhancement Reference: PBI 602514, 605142 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: We have implemented changes to improve the time it takes for document generation for packages and packets with large numbers of documents containing logos. This change affects only how the document processing occurs; no user interface or workflow changes were made.

February

Expere EZ Gateway Component and Web Services Available
Type: Product Release Reference: NA Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Gateway Web Services Guide
Summary: Wolters Kluwer introduces a new component, Expere EZ Gateway. This component integrates with Expere EZ Config Default Data, Expere EZ Config Packages and Packets, and with Expere Document Services, and will be used to process requests for document generation.