Summary:
This article details the new features, enhancements, and bug fixes found in this version v5.2.41209 of Solver Private Host. This guide documents all changes to the application since the previous version of Private Host (5.2.40514) and is not a comprehensive list of all changes made since the first version of Private Host.
For changes from an earlier version of Private Host to this version, please reference the corresponding release notes for that version.
Article Sections
More Information:
Who Should Read This
This article contains both technical and product feature information. It is recommended that all users of the Solver implementation review this article to understand the new features and changes introduced by this new version of Solver Private Host.
Software Download
Please request a copy of the installer by submitting a ticket via support.solverglobal.com.
System Requirements, Installations, and Upgrades
Please reference the Solver Private Host Installation Guide before installing or upgrading to this version of Private Host. The upgrade involves database changes to the below list of Solver Databases and backups of these databases (names may be different for your implementation) must be taken prior to performing the upgrade.
- Solver_Repository
- SolverDW
- Solver_Scheduler
Additionally,
- This release requires an upgrade to Service Fabric . Please take a snapshot of your Services server prior to performing the Service Fabric upgrade.
- Recommended upgrade of the Report Degner application for all end users. Users will be prompted to install the latest version upon opening a report in Excel.
Upgrades should be done during a planned maintenance period. The time it takes to perform the upgrade, assuming no issues, will be dependent on the infrastructure allocated to the above machines. Please reference our installation guide for information on installing and upgrading your Private Host install.
Solver Support and/or your partner can assist in these installation tasks. Please reach out to Solver (support.solverglobal.com) or your partner for more information.
Data Warehouse
The following are highlighted, new features and enhancements in this version of Private Host.
- Update Data Warehouse menus to display dates in the logged in user’s time zone.
In previous version of Private Host, the Data Warehouse menu showed the UTC datetime instead of the logged in user’s local time.
- Support Rolling Periods in Rules and Jobs.
This version of Private Host allows users to implement rolling periods for integrations and rules in a Job that has a period parameter. These data load steps will now have the option of manually choosing periods (current functionality) or setting a rolling period which will “move” forward as the year progresses based off the defined calculation.- Customers must upgrade their Service Fabric install to get this feature
- Rules require updated syntax on the period dimension, documented here (ref: rollingPeriod).
- Streamline integration “Publish” action.
This version of Private Host introduced an improved Publish Integration action for performance improvements in many situations.
Type |
ID |
Short Description |
Task |
PDWM-1461 |
Front end work to setup batched flat file uploads |
Task |
PDWM-2758 |
The page size of External API should be set by setting so it can be changed as needed. |
Task |
PDWM-2822 |
Email for jobs should use OSR defined settings for from email address and display name |
Task |
PDWM-2839 |
Please Update Academy Link on Home Page to learn.solvertraining.com |
Task |
PDWM-2868 |
Update Error Message When Days in Calendar are missing |
Task |
PDWM-2897 |
Call connector methods asynchronously |
Story |
PDWM-1849 |
Add Freeze Pane to Currency Grid |
Story |
PDWM-1975 |
Integrations are always altering the uniquedim |
Story |
PDWM-2122 |
Change Color of Help Button Next to Value Column in Data Explorer Filter Table |
Story |
PDWM-2239 |
Show an error message when importing a rule that errors and does not import |
Story |
PDWM-2297 |
Implement Dynamic Rolling Periods for Rules Within Jobs |
Story |
PDWM-2743 |
Update job scheduler page with new design changes |
Story |
PDWM-2836 |
Standardize Date and Timestamps formatting from Language Setting |
Bug |
PDWM-1436 |
Unable to import large excel file |
Bug |
PDWM-1817 |
Month Labels on Currency are incorrect with fiscal Calendar |
Bug |
PDWM-1823 |
Event Log Times need the "Z" to adjust for time zone |
Bug |
PDWM-1840 |
Modified By Should Show Username When Importing Rules |
Bug |
PDWM-1984 |
Incorrect message shown: No Data found for Module message shown if data result set does not fill up the page |
Bug |
PDWM-2093 |
Error when setting up a CSV/Flat File integration with "&" in the name |
Bug |
PDWM-2121 |
Incorrect Hint Text in Data Explorer Filter Table |
Bug |
PDWM-2250 |
Job Email - Manual Job Emails Show Time Stamps in UTC Time |
Bug |
PDWM-2265 |
Currency dimension management is showing [object Object] |
Bug |
PDWM-2418 |
Module Schema - Invalid Column Name Error Between GL and GL Detail Module During Edit Configuration |
Bug |
PDWM-2453 |
Space needed in text while flat file is being imported |
Bug |
PDWM-2500 |
Tree Nodes Values imported as 0% ownership instead of 100 |
Bug |
PDWM-2524 |
Rule: Space in the Rule name causes error when trying to delete |
Bug |
PDWM-2558 |
Remove Hover Title in Dimension Overview Page |
Bug |
PDWM-2591 |
External API - Single Quote in Dimension Labels Causes Error |
Bug |
PDWM-2597 |
Dimension Overview - Filtered View Stays After Clicking Clear |
Bug |
PDWM-2604 |
New Portal - Vertical Scroll Inconvenience Across DW Pages |
Bug |
PDWM-2694 |
Date Field Formatting doesn't get exported correctly to Excel |
Bug |
PDWM-2744 |
Integrations - Reset Parameters Step in Integration Copies |
Bug |
PDWM-2745 |
Data Explorer - when filter fail to match any values |
Bug |
PDWM-2760 |
Table Size Does Not Get updated when table is cleared of its data |
Bug |
PDWM-2783 |
Attributes with datatype Boolean requires filtering for "True" |
Bug |
PDWM-2785 |
For Flat File Import file size larger than 250MB |
Bug |
PDWM-2788 |
Dimension Export Bug with foreign characters |
Bug |
PDWM-2820 |
File Import - Task Filtering Preview Not Disabled From 250mb File Upload |
Bug |
PDWM-2824 |
Trees: Switching Trees while in Edit Tree Name State will keep |
Bug |
PDWM-2837 |
Business Rules cannot contain words with 'GO' characters |
Bug |
PDWM-2846 |
Add greater than or less than logic in Date filter |
Bug |
PDWM-2850 |
Job - Period Parameter Displays Blank When Period Label Used |
Bug |
PDWM-2864 |
File Import - Drag and Drop Buggy Behavior |
Bug |
PDWM-2870 |
Rules - Imported Rules Show SQL Date Formatting in Last Modified |
Bug |
PDWM-2877 |
Period Config - Frontend Quarter Prefix Label Resets |
Bug |
PDWM-2892 |
Dimension codes in overview do not return datetime in UTC format |
Bug |
PDWM-2899 |
Changing Language to AU causes decimal points to drop |
Bug |
PDWM-2909 |
Trees - Object Reference Error When Saving Edits to Trees |
Portal
The following are highlighted, new features and enhancements found in this version of Private Host.
- Re-introduce Data Manager
This version re-introduces Data Manager for Private Host clients. This feature was removed in the prior version but is now re-introduced. Access to Data Manager is granted via a permission from the Administration menu
- Address use cases where certain data access operators did not work.
This version of Private Host resolves two specific issues with data access operators.- The <> operator did not work, resulting in you getting no data vs acting as an “anything but” operator.
- Dragging in full access could result in no data access.
Type |
ID |
Short Description |
Story |
URDEV-93 |
Add Sort By options for Report Templates/Archive and Planning menus |
Story |
URDEV-120 |
Download Report option should be available if select item is a report/planning template |
Story |
URDEV-194 |
Hide Upload Report option if user does not have an RD license |
Story |
URDEV-410 |
Update in app System Requirements documentation |
Story |
URDEV-470 |
Reintroduce Data Manager |
Story |
Ensure upgrades work by adding cache busting |
|
Story |
Add loading indicator for publisher page |
|
Bug |
URDEV-494 |
Data access filters show system name instead of label |
Bug |
URDEV-313 |
Parameter option for tree nodes does not work |
Bug |
URDEV-349 |
Adding full access can result in no data access |
Bug |
Data Access filters do not support <> |
|
Bug |
URDEV-320 |
Permission to create data connections is missing |
Reporting
The following are highlighted, new features and enhancements found in this version of Private Host
- Budget Template performance improvement
We are constantly looking to make improvements to our rendering and interaction times within the web. This version of Private Host will introduce a performance improvement specifically with budget templates that had lag time after typing in a value. - Date Parameter goes back one day.
This version of Private Host corrects issues with Date Selector parameter types and the quick selection options (this year, this month…) going back one day when executing a report.
Type |
ID |
Short Description |
Story |
URDEV-346 |
Add the ability to move Report Package items around |
Bug |
URDEV-404 |
Large Expression of Records produce incorrect numbers |
Bug |
URDEV-229 |
Date Parameter options (this year, this month…) go back one day |
Bug |
URDEV-378 |
Date Parameter Type does not pick up language setting for formatting |
Bug |
URDEV-457 |
Unable to delete a report from a report package |
Bug |
URDEV-483 |
“In” operator for Accounts dimension does not always return account codes |
Bug |
URDEV-451 |
Wrap text function does not work correctly |
Bug |
URDEV-483 |
Reports do not return correct filtered data if string ends with a capital N |
Bug |
URDEV-457 |
Delete button is missing on Report packages |
Technical Details
The below table details specific version numbers found in this version of Private Host. Should you see a mismatch in version numbers, you may need to reinstall that component of Solver Private Host.
Feature |
Prior Version # |
Updated |
New Version # |
Portal |
5.2.40514 |
5.2.41209 |
|
Report Designer |
5.2.40312 |
5.2.40917 |
|
Service Fabric – SolverFabricConnection |
1.0.38 |
1.0.41 |
|
Service Fabric – SolverFabric.SignalR |
1.0.45 |
1.0.46 |
|
Service Fabric – SolverFabric.Scheduler |
1.0.83 |
1.0.85 |
|
Service Fabric – SolverFabric.Rule |
1.0.37 |
1.0.39 |
|
Service Fabric – SolverFabric.Notification |
1.0.24 |
1.0.25 |
|
Service Fabric – SolverFabric.JobLogger |
1.0.36 |
1.0.37 |
|
Service Fabric – SolverFabric.JobDispatcher |
1.0.90 |
1.0.92 |
|
Service Fabric – SolverFabric.Integration |
1.0.102 |
1.0.109 |
Properties:
Private Host 5.x