2019 Packages and Packets Changelogs
December
2019.8The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is January 2020 and is included in the 2020.1 release.
| Sortable Last Updated and Last Updated By Columns Added to Package List Page |
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| Summary: The Package List page within the Packages and Packets application has 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. These columns are sortable. |
| Account Dropdown Field |
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| 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. |
| Expere EZ Config Support Permission Added |
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| Summary: This release includes the addition of the Expere EZ Config Support access permission. This permission provides view-only access to all accounts within the system and is intended for support role purposes. This permission provides access to every account within your system; thus, we recommend providing this permission to select users only. Users with this permission have the ability to view (and thus, troubleshoot) all accounts across your system, but are prevented from inadvertantly modifying any data within those accounts. |
November
2019.7The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is October 2019 and is included in the 2019.7 release.
| Saving Data Across Applications Simultaneously |
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| 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
2019.6The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is October 2019 and is included in the 2019.7 release.
| Package-Level and Document-Level Logo Functionality |
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Summary: The Expere EZ Config Packages and Packets application
supports the use of configured logos. These logos are configured within
Expere EZ Config Default Data as part of the organization setup process. At
the package level, you can enable and disable logos that have been defined
within Default Data. At the document level, you can override the package's
logo setting. Several new APIs have been added to support this new logo
functionality: In addition, the Expere EZ Config Packages and Packets Installation Guide and the sample transforms.xml file have been updated to reflect the addition of a transform property, PKGPKT.DefaultData.HostUrl. |
| Set Rule Source Dropdown Filter Now Labeled as "Rule Source" |
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| Summary: The document dropdown filter on the Set Rule Source list has been enhanced with a label of "Rule Source" to more clearly identify the dropdown as a filter. |
September
2019.5The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is October 2019 and is included in the 2019.7 release.
| System Requirements: .NET Core and .NET Framework Updates |
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Summary: The Packages and Packets application has been updated to
run on the following versions:
Upgrade to these versions prior to installing the 2019.5 version of Expere EZ Config Packages and Packets. |
| Package-Level and Document-Level Logo Functionality |
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Summary: The Expere EZ Config Packages and Packets application
supports the use of configured logos. These logos are configured within
Expere EZ Config Default Data as part of the organization setup process. At
the package level, you can enable and disable logos that have been defined
within Default Data. At the document level, you can override the package's
logo setting. Note this functionality is not fully available. Full functionality will be delivered in an upcoming release. |
August
| Summary: No release of Expere EZ Config Packages and Packets occurred in the month of August |
July
2019.4The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is October 2019 and is included in the 2019.7 release.
| Expere EZ Config Packages and Packets Phases(Packages) API Updated |
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| Summary: This release includes updates to the Phases(Packages) API. Specifically, the parameter has been renamed from 'alias' to 'aliasShortName' and the parameter types have been modified to now be query string. As a result, the encoding requirements for special characters have now been removed. |
| All Documents Filter Option When Adding Documents to Package |
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| Summary: This release includes an update to the filter options available when adding documents to a package so that the All Documents filter option no longer intermittently duplicates within the list. |
June
2019.3The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is October 2019 and is included in the 2019.7 release.
| Long Names on Dropdown Fields |
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Summary: This release includes 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:
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| Document In Packet Indicator Added to Package Details |
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| Summary: Documents on the Package Details page now display with a green checkmark In Packet indicator if they are included in any packets. |
| Document Metadata Indicator Added to Package Details |
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| Summary: Documents on the Package Details page now display with a yellow ball indicator whenever any of the document's metadata values are populated. |
| Metadata in Copied Package |
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| Summary: This release includes updates to the metadata values within copied packages. Previously, the metadata values were inadvertently swapped within the metadata names for the copied package. This issue has now been resolved. |
May
2019.2The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is October 2019 and is included in the 2019.7 release.
| Copy Packages Functionality Now Available |
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Summary: The Expere EZ Config Packages and Packets application now
supports the ability to copy packages. This functionality is used when there
is updated content available with a different content source alias. Copying
a package saves setup time as it allows you to simply review and make
adjustments as needed. Packages can be copied only to a different content source alias that has the same Line of Business available and the same Package Name available, and when the Line of Business/Package Name does not already exist for the content source alias you are attempting to copy to. |
| RTF Format Output Type Available for Commercial LOBs |
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Summary: This release includes the addition of RTF-Commercial Only as
an available Output Type setting for Packets, allowing rendered documents to
be produced in RTF format. This format allows rendered documents to undergo
additional editing in word processing software. This format type may only be
used within a commercial Line of Business. Note: When documents are output as
RTF, any watermarks defined for the Packets are ignored, as the Expere
Document Engine is unable to process watermarks for RTF format.
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| Package List Page: Sortable Columns |
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| Summary: The Package List page now allows you to sort on the Line of Business and the Content Source Alias columns in addition to the Name column. |
| APIs Updated to Use Phase Name and PackageID Values |
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| Summary: EZ Config Packages and Packets APIs have been updated to use the Phase Name and PackageID values appropriately. Today, these two elements are authored so the values match in the PHAS.LOB.xml file (with the exception of the PKG. prefix required for PackageID). If these values are authored differently, Packages and Packets now supports both values; the user interface continues to use the Phase Name (user friendly name), and APIs for Expere Document Generation use the PackageID as required. |
| EZ Config Packages and Packets Transform Variable Removed |
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Summary: The PKGPKT.HealthCheck.DgsStatusJson
transform property is no longer configurable within the program and has been
removed from the transforms.xml file. |
March
2019.1The effective date for Expere EZ Config Packages and Packets within the scope of this document for this release is March 2019.
| EZ Config Packages and Packets Phases(Packages) API Updated |
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| Summary: The Expere EZ Config Packages and Packets Phases(Packages) API has been updated to use an aliasShortName parameter instead of the previous alias (destination name) parameter. |
| EZ Config Packages and Packets AliasesForAccount API Retired |
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| Summary: The Expere EZ Config Packages and Packets AliasesForAccount API has been retired. Users should instead use the Document Generation Services Management Services Aliases APIWolters Kluwer Hosted Expere Aliases API. |