Overview

This article details the features found in BI360 Private Host (version 5.2.2). The new features, enhancements and bug fixes list here are a comparison to customers who are upgrading from BI360 Private Host (version 5.0). 

 

There are a couple notes

• Upgrades should be performed by Solver. Please contact pmo@solverglobal.com
• This upgrade requires the installation of .net Framework 4.7.2 on the Web and Services server. This installation requires a reboot of the server.
  • Customers should install this software prior to doing the upgrade/installation of BI360 Private Host v5.2.2. 

 

Required Changes

Integration Package Update Required

Upgrading to this version of BI360 requires an update of the integration package. To do this, after upgrading the application, as an administrator navigate to:

1. Settings - Administration
2. At the tenant level, click Overview.
3. Click the update option for all integrations

This is required and reports may not run if this is not performed after upgrade.

Service Fabric

Customers must reinstall Service Fabric, pointing Service Fabric to a new database called BI360_Scheduler.

• Integrations and jobs will not run if this is not done.

Please reference the installation guide for details on installing BI360 Private Host.

Database Schema Changes

The following database changes are part of this is upgrade. While these changes should not affect external, data load processes please review any data load processes that have been incorporated into the BI360 database, ensuring that they are not dependent on these tables. Integrations built using BI360’s Integration feature are not affected by this change.

1. Addition of Depth column, datatype integer, to the Tree_Structure_

Sample query:

IF NOT EXISTS(SELECT COLUMN_NAME FROM INFORMATION_SCHEMA.COLUMNS WHERE TABLE_NAME = 'Tree_Structure_Account' and COLUMN_NAME = 'Depth')

BEGIN

ALTER TABLE Tree_Structure_Account

ADD Depth int

END

GO

2. Migrating tables related to BI360 Private Host integration jobs from the BI360DW database to a new database called BI360_Scheduler. The following are tables found in the BI360DW that will be moved to a new database as part of this upgrade.
   1. Job
   2. QRTZ_BLOB_TRIGGERS
   3. QRTZ_CALENDARS
   4. QRTZ_CRON_TRIGGERS
   5. QRTZ_FIRED_TRIGGERS
   6. QRTZ_JOB_DETAILS
   7. QRTZ_LOCKS
   8. QRTZ_PAUSED_TRIGGER_GRPS
   9. QRTZ_SCHEDULER_STATE
   10. QRTZ_SIMPLE_TRIGGERS
   11. QRTZ_SIMPROP_TRIGGERS
   12. QRTZ_TRIGGERS
   13. ScheduleData

These tables are then deleted from the BI360DW database.

 

 

Portal

Highlighted in this section are new features, enhancements and bug fixes that are found in the versions. Additionally, at the end of each section is a list of all new features, enhancements and bugs.

New Features and Enhancements

The following are new features and enhancements that can be found in this version.

1. Language support for various countries
2. Expanded notification features
3. Ability to download reports and packages to PDF.
4. Ability to import Extension Files

Language Support for Various Countries

Users will find that in this upgrade, many screens can now be translated to a local language as shown below.

Currently, the supported languages are

• English
• French
• German
• Spanish
• Italian
• Norwegian
• Portuguese
• Swedish
• Russian

 

We are working to provide more language options in future versions.

 

Expanded Notification Options

Users will find expanded notification options, allowing for better control of what notifications they would like to receive.

Ability to Download Reports and Report Packages to PDF

We have added the ability to download Reports and Report Packages to PDF. To do so, in a report or report package, under the Export to Excel option is a dropdown box, allowing users to export to Excel.

Ability to Import Extension Files

For customers using Extensions in BI360 4x and migrating to BI360 Private Host, they may now export their Extensions from 4x and import them into BI360 Private Host. Once exported from BI360 4x, for users with Administrator permissions, navigate to

1. Settings - Administrations
2. At the tenant level, click Overview level there is an Extensions option, which allows the user to import the extension.
   1. Only one extension is supported.

 

Additional Bug Fixes and Enhancements

The following is a list of all bug fixes and enhancements found in this version. Technical enhancements have been omitted.

1.       Performance issues in Firefox

2.       Flickering form in Portal when collapsing panels

3.       Dimension name not displaying correctly in Access filter dialog

4.       Live Reporting license should give access to Assignment if budget license exists

5.       In licensing tab the tenant and customer columns should be grouped to the right and a tenant row should not be able to alter the number in tenant column

6.       Performance problems with the INDEX Excel formula in Portal

7.       Warn customer administrator if he is about to remove himself

8.       Support model extensions in on-premise

9.       Report Service can crash with stack overflow on period function filters

10.   License check when adding companies on-premise is incorrect

11.   Create new connection dialog should not be pre-filled with login information

12.   String concatenation with cell references issue

13.   Settings/Administration: exception when clicking on breadcrumb

14.   Download reports and packages as PDF

 

 

 

Reporting

New Features and Enhancements

The following are new features and enhancements found in this version:

1. Report rendering maximum cell count
2. Remove limitation on report filter requirements

 

Report Rendering Maximum Cell Count

Users can enable report rendering maximum cell count to prevent “rogue” reports from bogging down the Report Rendering Service. It was found that in cases were a user creates a large report, it could use the entire Report Rendering Service and prevent other reports from running. This feature helps organizations ensure that BI360 is always available.

This is a custom setting, please contact Solver Support for assistance

Remove Limitation on Report Filter Requirements

In Private Host 5.0, there was a limitation on the number of filters that could be added to a report. This limitation has been removed.

 

Additional Bug Fixes and Enhancements

The following is a list of all bug fixes and enhancements found in this version. Technical enhancements have been omitted.

1.       Tree Structure fields does not display friendly name in access management.

2.       Text in Period lookup causes error

3.       Trees should be sorted alphabetically, not by entry date

4.       Error when dimension is not associated with a module.

5.       Remove the content of a range of cells in a budget template

6.       When creating a new report from the portal, after creating it, the focus should be set on it

7.       Playlist column width adjustment

8.       Allow optional attributes in budgeting mapping

9.       Allow dismissing the large green tooltip for when there are new templates

10.   Feature request: have an option to minimize the menu on top of input forms

11.   AX Virtual Companies

12.   Fix LID paste bug

13.   Auto-refresh of reports in Live Reporting Player

14.   Improve message when password is incorrect

15.   Support workbooks with macros in Excel

16.   expand ignore syntax feature to support budgeting to unbudgeted accounts

17.   Border at the bottom of notification settings is going ABOVE the last row

18.   Current user field in meta seems to be pulling in the wrong user

19.   Error clicking in Period lookup in Designer

20.   GP: segment lookup when storing GLBudgetTransactions

21.   If clicking fast on delete-icon in roleUsers in administration, the user is added twice to the autocomplete search source

22.   After uploading a report in Live Reporting, user cannot download another report

23.   Comments are lost if navigating away without saving

24.   Make publishing jobs table expand horizontally

25.   UI error on unchecking and checking 'Inherit this parameter' in Workflow AssignmentDefinition dialog

26.   Script error when editing a workflow user when there are no parameters

27.   Instances in budgetAssignments are added to sidebar before run has returned success

28.   Inherited From/To date is not showing in assignmentDefinition

29.   Remove digest errors caused by scope apply

30.   Drilldown crashes in Report Designer

31.   Check that file has correct file type when uploading a file in budget and Live Reporting

32.   Multiple row groups fail with 'Index was outside the bounds of the array'

33.   Parameter lookup shows wrong values

34.   Ignore store always

35.   To many rows were read from database when unreleated dimension were used

36.   The reset password link is always valid

37.   Comparable data range needs measure field

38.   Expanding filter menu while running budget breaks lid resize

39.   Problem with resize of LID when minimizing report parameters

40.   Add information message about objects being deleted when unmarking companies in system connection

41.   AddFilter fails in ReportDesigner

42.   Publisher – Scheduling to day 7 missing

43.   Suppress Open in Excel for packages

44.   Double-quotes in Excel formula

45.   Dimension trees should be sorted alphabetically

 

 

 

Web Budgeting

New Features and Enhancemets

There are no new features or enhancements to Web Budgeting found in this version. Below is a list of bug fixes.

Additional Bug Fixes and Enhancements

The following is a list of all bug fixes and enhancements found in this version. Technical enhancements have been omitted.

1.       Resolve problem with BI360 budget and null values

2.       "Based on Excel range" in Budget comparable data does not work

3.       Resize bug on budget assignment

4.       No scrollbar in budget flow form

5.       Creating budget assignment does not refresh parameter values on changing company

6.       If StoreAlways is set on a cell without a mapping

7.       Copy of cells in Budget does not work in IE

8.       Budgeting - Spreading lists weird distribution rules

9.       Distribution rules don't appear in spread dialog

 

 

Data Warehouse

New Features and Enhancements

The following are new features and enhancements found in this version

1. Support multi-tenant data warehouse configuration.
2. Improve user experience of Currency, Data Explorer, Period Configuration menu
3. Improve user experience of Data Explorer
4. Improve user experience of Period Configuration
5. Cannot modify monthly rates
6. Support all parameter types for rules

Support Multiple Tenants with One Service Fabric Installation

In Private Host 5.0,  Service Fabric (SF) could only point to one database per installation. We have made changes to support multiple database per single Private Host installation.

It is required to reinstall Service Fabric as part of the BI360 Private Host 5.2.

 

Improve User Experience

In order to drive users in the right direction in terms of entering or viewing data properly, users can expected significant, improved functionality of the Currency, Data Explorer and Period Configuration pages to improve the ease of use.

Support All Parameter Types for Rules

We have expanded our parameter support for business rules, allowing for existing rules to work properly in BI360 Private Host along with new rules being created. For full information on creating a business rule, please see the private host user guide.

  

Additional Bug Fixes and Enhancements

The following is a list of all bug fixes and enhancements found in this version. Technical enhancements have been omitted.

1.       Enable Tooltip hover over for Module and Dimension table names.

2.       Deleting more than one dimension may cause inconsistent behavior.

3.       Sorting the dimension codes caused an error when adding a new dimension code.

4.       Alphanumeric sort order on module schema page

5.       Ability to create a job without a schedule.

6.       Fixed missing parameter description on jobs page

7.       Fixed alphanumeric sort order in job tasks dropdown.

8.       Parameter lookup on the jobs page now sort alphanumerically.

9.       Fixed when creating multiple integrations, field information was cached and used in subsequent integrations.

10.   Event type filter does not filter correctly.

11.   Default sort has been changed to last run

12.   Improved parameter filtering capabilities.

13.   Rules should not require a parameter

14.   Fixed sum lined did not align correctly.

15.   Added pagination to control data flow of large data sets

16.   Localization of formats within the DW screens

17.   Integrations: Freeze header bar frontend fix

18.   Improved error messages when deleting dimensions

19.   Minor interface improvements and smaller bug fix

20.   Jobs using the wrong format, switched to UTC

21.   Quarter labels are not showing the correct quarter

22.   Jobs are not using the parameter to limit the query

23.   Improved experience entering and deleting rates from the monthly rates table

24.   Increase transaction limit for CSV file imports. Tested to 1,000,000 records

25.   Add default selection to Task Type

26.   Jobs fail when changing schedule from daily to monthly

27.   Event Log displays UTC time instead of users local time

28.   Event Log displays a default end time before the job has ended

29.   Updating a job should not automatically start running the job.

30.   Importing monthly currency rates fails to load data

31.   Business Rules parameter and filter mismatch causes error running rule

32.   Data Explorer amount field should be right aligned

33.   Import batching large CSV files for improved performance and stability

34.   Period configuration is going back one day for international time-zones

35.   Scheduled integration job still runs after deleting the schedule

36.   Business rules are not working when multiple selections are made within one parameter