TotalAgility™ Release Notes 4.2 Release Notes for Version 5.
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CONTENTS SECTION 1 WELCOME 3 Technology Themes ................................................................................ 3 CHAPTER 2 ENHANCED SECURITY 5 Security Tokens and Roles ....................................................................... 5 CHAPTER 3 STANDARDS COMPLIANCE AND INTEGRATION 7 CMIS Configuration ................................................................................ 7 XPDL Support .........................................................................
Active Directory ................................................................................... 25 Recent Simulations............................................................................... 25 Live Session – Complex Variable Support................................................. 25 Removal of the Technical Builder, Client and Admin Suite ..........................
SECTION 1 WELCOME This document contains release information for TotalAgility™ version 5.0. Technology Themes At v5.0 Singularity has renamed the Singularity Process Platform™ (SPP) as TotalAgility™. We believe that the TotalAgility name more accurately reflects our business goal, encapsulates the current features of our product today and will better reflect evolution of the product. It is Singularity’s business goal to help organisations achieve business agility.
change in response to external market influences or internal business requirements. TotalAgility™ empowers Singularity’s customers to instantly change an in-flight process without professional IT assistance, allowing a new client need to be met, a fast-emerging issue to be resolved or a new business opportunity to be quickly acted upon.
CHAPTER 2 ENHANCED SECURITY The security of customer and internal business data is a business imperative. Building on the current security capabilities of the product, TotalAgility’s new Security Token feature enables administrators to control the security of information by restricting access to individual areas of a form. For example, access to a section containing salary details could be restricted to the Finance team. This protects confidential information from unauthorized access.
Note: this page is available within the Workspace package as a form and must be imported into the solution for which you want to configure security. You must also add a Logon form to your solution. Apply tokens to a control in a form (via the Security Token property of the control). Note: for security to work within a form the Security Tokens property must be enabled.
CHAPTER 3 STANDARDS COMPLIANCE AND INTEGRATION TotalAgility v5.0 delivers enhanced standards compliance. Building on the existing standards compliance within TotalAgility, v5.0 now delivers compliance with the Content Management Interoperability Services (CMIS) standard thus providing interoperability with Enterprise Content Management (ECM) systems. The 5.
use the CMIS Create Folder node to create folders XPDL Support The XML Process Definition Language (XPDL) is a format standardized by the Workflow Management Coalition to interchange business process definitions between different workflow products. TotalAgility now supports the importing of processes in XPDL format, where the XPDL document conforms to the SIMPLE conformance class (version 2.1).
SharePoint Fault Tolerance The 5.0 release enables you to utilise SharePoint fault tolerance by adding MSMQ bindings to the relevant configuration files. The fault tolerance feature provides guaranteed message delivery functionality for configured events raised in SharePoint and sent to TotalAgility. Note: fault tolerance is only provided for SharePoint (origin) to TotalAgility (destination) communication.
CHAPTER 4 ENHANCED USER EXPERIENCE Removing complexity and delivering a simplified user experience is an ongoing focus for Singularity. The experience of the end user has been extensively enhanced in the 5.0 release. Changes include: ^ Properties in the Ribbon Menu ^ Screen Tips Properties in the Ribbon Menu All properties are now available in the ribbon menu via Contextual Tabs.
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CHAPTER 5 GENERAL IMPROVEMENTS As well as the features detailed in the previous sections, we have also refined and made significant improvements to TotalAgility with: ^ Virtual Folders in Solutions ^ Entity Features: Generate an Entity Form Create an Entity Instance Event ^ Job Administration Page ^ Job Clear Down Find Entity Event ^ Case Management Updates: ^ Enhanced Daily Workload Control Send Emails from the Case Inbox ^ Email Node – Send Multiple Emails ^ Process Valid Dates ^
Entity Features To enable you to use entities within your solution, the 5.0 release includes the following entity features: Generate an Entity Form - a new Entity Form enables you to use entities within a form. At run time, you can use this form to create and modify entity instances. This enables you to use already created entities in your form, make changes to it at design time, and deploy it as part of a solution.
Find Entity event – this new event enables you to search for entity instances from within a form based on specified search criteria. You can search for: - A single entity instance – returns the instance ID of the entity matching the search criteria. If there are multiple entity instances matching the search criteria, the search returns the instance ID of the first available record from the database.
Similarly, you could also build a solution to return multiple entity instances. The search returns all the entity instances matching the search criteria along with their key fields and entity instance IDs. Case Management Updates You can now: ^ Send emails from the Case Inbox - enabling you to detail case related information to participants. To facilitate auditing, details of the email such as the sender, recipient, body etc., are displayed as a note associated with the case.
Field Validation By enhancing field validation within the Forms Solution, we enable solution designers to provide a smoother user experience as the user receives a clear indication as to what data they need to correct on the form.
You can also define unique settings for each form, which override the solutionlevel settings.
Lookups Within Drop-Down Lists When creating drop-down lists within forms, you can now use existing lookups to populate the data. Disable Form Event A new Run check box is available for form events which when deselected enables you to disable the event. This enables you to avoid deleting or adding conditional / transactional events around the event to prevent it from being executed at run-time.
Configurable Activity Details Menu Option If your solution includes a Take Activity Workspace form, you can now specify the name and position of the menu option used to view activity details on the page. Default Button You can now specify a default button for a button control in a form or panel when the Enter key is pressed. This aids accessibility if the user does not have access to a mouse.
Exclude a Control from the Tab Order Controls can now be excluded from the tab order. When a control is added to the form, the tab index (for that control) is automatically assigned a value. This value is incremented by 1 sequentially for each control as it is ordered on the form. At run time, whenever the Tab key is pressed, the cursor moves according to the set value. For instance, the cursor moves from a control with tab index 1 to a control with tab index 2 and then to a control with tab index 3, etc.
Enhanced Daily Workload Control Multiple Daily Workload controls can now be added to a form in a dashboard style for a worker group or individual resources within a worker group. This is useful for a supervisor to view their team’s workload at a glance. When adding a Daily Workload control for a worker group or an individual resource within a group, you need to add a SamePage event to be able to map the resource ID to the properties of the control (from a field, form or solution variable).
Job Clear Down You now have the option to clear down job data from the Live Jobs and / or Finished Jobs tables of the TotalAgility database as required. Note: you must have the appropriate access rights and a development licence to access the Job Clear Down option. Email Node – Send Multiple Emails The Email node has been enhanced with the ability to send emails to multiple participants.
Process Valid Dates You can now specify the timeframe a process is active for using the new Active From and Active Until properties. You select the date range for the process - the process remains active only during the specified range and expires as soon as this period is complete (if an Active Until date is specified). This enables you to control how long the process remains active without intervening manually to cancel it.
Import / Export Custom Reports You can import / export custom reports between different installations of TotalAgility, e.g. from a development server onto a production server. If the report has a publication process and linked report associated with it, you can also select whether this should also be exported. Note: you can import a single report or multiple reports. All reports are imported in XML format.
Active Directory You can now synchronise Active Directory groups and get a particular group within an organisational unit. You configure the existing AD_SERVERNAME to specify a group, i.e. use CN to indicate a group, for example, “SERVER_NAME/CN=Group1,OU=Singularity” gets the group “Group1” and all its sub-groups and members that are within in the organisational unit “Singularity.” Recent Simulations You can now access all recent simulations via the Backstage.
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