myInsight for Documentum · Documentum user and can even be someone from outside the organisation. myInsight for Documentum is integrated into Documentum Webtop, Documentum xCP TaskSpace,

myInsight for DocumentumRelease Notes

April-2017 myInsight v6.0 Release Notes v1.1 2 / 20

Contents

1. Version History.................................................................. 3

2. Product Description........................................................... 4

3. Environment and System Requirements........................... 63.1. Webservice Environment and System Requirements......................................... 6

4. What's New....................................................................... 7

5. What's Improved............................................................... 8

6. What's Fixed...................................................................... 9

7. Impact Analyses.............................................................. 107.1. Impacts to Consider Prior to Upgrading......................................................... 107.2. Impacts to Consider After Upgrading.............................................................11

8. Known Imperfections and Limitations............................ 138.1. Imperfections...............................................................................................138.2. Limitations................................................................................................... 14

9. Features and Solved Problems........................................ 15


1. Version History

Date Changes Version number

2-June-2016 Update for myInsight v5.1 Importing andexporting report packages. Web services andmobile application.

1.0

21-April-2017 Update for myInsight v6.0. xCP integration,Arabic right-to-left interface.

1.1

Table 1: myInsight Release Notes version history


2. Product DescriptionWith myInsight for Documentum, end-users can request reports from predefined reportdefinitions. They can see the reports displayed on their computer screen or receivereports automatically in their e-mail or at a specified location inside or outside theDocumentum repository. The preferred format can be chosen by the end-user, withoutthe end-user needing any knowledge about DQL, HTML or XSL.myInsight for Documentum categorizes functionalities according to the user’s role in thereport generator. There are 3 predefined roles:• Users in the Report User role, which supplies predefined reports from the system,

require no knowledge of either DQL or style sheets.• Users in the Report Administrator role can schedule reports so that they are

generated automatically at a predefined time and location.• Users in the Report Builder role can define new report specifications by configuring

the DQL statements, and they can identify and compose the desired style sheets.myInsight for Documentum can be accessed by anyone who has been given one ofthese default roles.myInsight for Documentum can produce output in any format that can be generatedusing XSL style sheets. For example: reports can be presented in PDF, HTML, text file,Microsoft Excel spread sheet or Microsoft Word format. myInsight for Documentum canalso e-mail the output file automatically. In this case the recipient does not need to be aDocumentum user and can even be someone from outside the organisation.myInsight for Documentum is integrated into Documentum Webtop, Documentum xCPTaskSpace, Documentum Administrator, Documentum D2 and Documentum xCP, inline with the corporate philosophy of Documentum. This enables end users to work inan environment that they are already familiar with. Due to its full integration within theDocumentum environment, no additional components need to be installed on the enduser’s local machine.

Figure 1: myInsight integration into the OpenText Documentum platform


As shown in the previous figure, myInsight for Documentum components are locatedon both Repository level as Web Application Level. Both use standard OpenText |Documentum subcomponents for its functionality.In December of 2015 euroscript has been renamed to AMPLEXOR. The producteuroscript Documentum Report Generator has been renamed to myInsight forDocumentum.For the reader's convenience, the abbreviation 'myInsight' will be used in this document,instead of the full product title 'myInsight for Documentum'.


3. Environment and SystemRequirementsAMPLEXOR supports installation of myInsight with the following Documentum products:• Documentum Content Server 6.6, 6.7, 6.7 SP1, 6.7 SP2, 7.0, 7.1, 7.2 and 7.3 *)

• Documentum Webtop 6.6, 6.7, 6.7 SP1, 6.7 SP2 and 6.8 *)

• Documentum xCP TaskSpace 6.6, 6.7 SP1 and 6.7 SP2 *)

• Documentum xCP 2.3• Documentum Administrator 6.6, 6.7, 6.7 SP1, 6.7 SP2, 7.0, 7.1, 7.2 and 7.3 *)

• Documentum D2 4.0 P01, 4.1, 4.2, 4.5 and 4.6. Running with Documentum ContentServer 6.6, 6.7 SP1, 6.7 SP2, 7.0, 7.1 or 7.2 *)

*) These products must be installed following the instructions in the corresponding documentation

AMPLEXOR supports myInsight with the following XSLT processors:• Xalan *)

• Saxon-HE (Saxon-B)• Saxon-PE / Saxon-EE (Saxon-SA) **)

*) This is the default XSLT processor used by the myInsight and is included with Documentum

**) These versions require an additional licence from Saxonica

3.1. Webservice Environment and System RequirementsThe following requirements must be met for an installation which includes the myInsightwebservice.

Important myInsight webservices are not compatible with myInsight 5.0license files (or older)!

Supported Java versions are 7 and 8.Supported Tomcat versions are Tomcat 6, 7 and 8:Supported DFS versions are: 6.6, 6.7, 6.7 SP1, 6.7 SP2, 7.0, 7.1, 7.2 and 7.3


4. What's NewThe ‘What’s New’ chapter describes the new features for this release.

Functionality Description

xCP Added full support for xCP 2.3Language myInsight is now available in Arabic, with right-to-left text

alignment.Report Title Variables can now be used in the report title, for example 'Report

created by + $userName'.Sending Reports Added support for sending reports to a Documentum user or

group. The report can be sent to a users inbox or email addressAlign cell styling New variable is available: 'tableCellStyling'. This is used to align

the values in a cell.Postgres myInsight now supports Postgres databases.hideColumns This fully hides the columns from the settings, actual table and

entire table. These columns can still be used to group, performD2 actions etc. This is meant to hide columns for the end user.


5. What's Improved


Report scheduling Changed the 'Run a Named' user dropdown in the reportschedules to a separate dialog. This improves the performance ofthe report schedule.

jQuery Updated jQuery used by FusionInterface to jQuery-3.1.1.Object variables Object variables will now work on non-syobjects, such as

dm_user objects.Column alignment Values in a column can now be aligned on a per-column basis, by

using a variable called tableCellStyling.Webtop Webtop 6.8.2 is now also supported by myInsight.D2 D2 4.7 is now also supported by myInsight.Date fields Non-ISO datetime XML input based on a date format is now

supported.Documentum Documentum 7.3 is now supported by myInsight.Decimal numbers Numbers are now aligned around the decimal delimiter, even

if the result has more or less digits before or after the decimaldelimiter.


6. What's FixedThe ‘What’s Fixed” chapter describes bugs and issues fixed for this release.


Translation Various translation corrections (e.g. months in date fields andcolumn names).

Dynamic chartcaption

Changed dynamic chart caption to make it easier to read andmore consistent.

Report naming Using an apostrophe in the report name caused issues, this hasbeen fixed.

Report Schedule Fixed an issue where the screen would become unresponsivewhen the a dropdown contains too many users.

Language Fixed various translation errors.conditionalColors Fixed an issue where an unidentified color could be returned.Maximum results Fixed an issue to with dropdown results limit.

Table 2: What's Fixed in myInsight


7. Impact AnalysesThe impact analysis describes the influence of recent changes and additions on existingfunctionality. When for example a piece of new functionality requires reconfiguration ofexisting functionality, it will be stated in this chapter. In some cases impacts have to beconsidered prior to upgrading environments while others mainly influence environmentsafter upgrade.

7.1. Impacts to Consider Prior to UpgradingIf these impacts influence the environment which is about to be upgraded, takeappropriate actions before upgrading the environment.

Impact on myInsight version 6.0

When upgrading to myInsight 6.0, a new license key is required! Old license keyswill not work.


When upgrading to myInsight 5.1, it is no longer possible to query for the field'last_status' on report definition objects. Instead, 2 new fields have been added to themy_usage_report_object: 'status' and 'error_message'.When upgrading to myInsight 5.1, a new license key is required! Old license keyswill not work.


When upgrading to myInsight 5.0, the values that have been saved using 'Saveselected values' (checkbox when running reports) will be lost.Object types have been renamed from 'dlt_/edrg_' to 'my_'. Any queries that referencethe old object types will no longer work.Usage information that has been saved before upgrading to 5.0 will remain in the'edrg_usage..x'. Information captured after the upgrade will be stored in: 'my_usage..x'There are known issues when upgrading on Documentum 6.7 (without service packs).The installation software detects if you are trying to upgrade on 6.7. Please follow theinstructions that the installer software provides. Ignoring these instructions can result inbroken myInsight software.Upgrading will take longer if a substantial amount of reports have been created.


7.2. Impacts to Consider After UpgradingThese impacts influence any upgraded environment. Consider those impacts whichinfluence the upgraded environment carefully. Where possible, configuration advises aregiven how the impact can be handled after upgrade.Also be aware of the impacts listed below.

Functionalitybefore eDRG 3.0release

Impacts on eDRG version 3.0 – 4.2

Setting variablesas mandatory

Impact All existing reports are left unchanged. By default allvariables were mandatory. New reports that have beencreated from this release, have no mandatory variablesby default.

Example For all variables on existing reports the added ‘mandatory’tick box is checked and can be unchecked for thosevariables that aren’t mandatory.

Advise Reconfigure existing reports as needed.

Functionalitybefore eDRG 4.2release

Impacts on eDRG version 4.2

Customstylesheetsreferencing FusionCharts

Impact When custom stylesheets have been created that makeuse of Fusion Charts, these stylesheets have to beadapted for eDRG 4.2

Example After the call to ‘new Fusion()’, and before thecall to ‘drawChart()’, the following should beadded:“Fusion<chartname>.createJSON(null, false, "1",enableExport);”

Advise Change custom stylesheets as needed.Report Definitionsreferencinggraphical reports

Impact The graphical reports have been moved into a subfolderstructure. Any references from report definitions will haveto be updated

ExampleAdvise Change report definitions as needed.


Functionalitybefore myInsightv5.0 release

Impacts on myInsight version 5.0

Custom stylesheetreferencing .WARfile

Impact The .WAR file containing the 'Graphical Reports' has beenrenamed in 5.0.

ExampleAdvice Please delete the existing .WAR file after upgrading.

Custom stylesheets that reference this location needto be manually updated. All widgets that reference'eDRG' should also be manually updated to reference'myInsight'.

Log levelconfiguration

Impact Log level configuration will no longer be done in'dlt_report_generator_configuration.xml' after upgrading.

ExampleAdvice The new configuration can be done in:

'myInsight.properties'. The new file is located in 'web-inf/classes' .


8. Known Imperfections and LimitationsThis chapter identifies imperfections and limitations that may affect the use of myInsight.AMPLEXOR will attempt to solve all flaws within this product. Flaws that are categorizedas limitation cannot be solved due to third party dependence unfortunately.

8.1. ImperfectionsFunctionality Description

FusionChartDrilldown

When drilling down in a chart on a column which name containsa percentage sign (%), the drilldown will not occur.

Postgres reportgeneration

The report 'Extended List View' does not work on postgres.

Installation on EPFM When installing the myInsight on EPFM, the following notificationappears: “Unable to verify the users permissions. Only continue ifyou are sure this user is the installation owner.” Select Continue.

Installation on EPFM When installing the myInsight Generator on EPFM, thenotification will appear that the installation software can’t installthe roles. Installation of the roles needs to be done manually.

myInsight widget D24.0

In the myInsight widget for D2 4.0 a login screen will appear ifthere is no valid D2 session. E.g. when the widget is loaded Xminutes after the user has logged on. X is the standard tickettimeout installed on the Content Server (standard configuration is5 minutes).

Patch installation onweb application

When a patch has been installed on the web application(Webtop/XCP TaskSpace/DA), the file version.propertiescan be overwritten by a file that is not recognized by theinstallation software. Solution: add the following line inthe file with <version> = the version number of the webapplication.version=<version> e.g for Webtop 6.7:version=6.7

Right click option‘run report’

There is no support available for this functionality in Webtop, xCPTaskSpace or D2 4.x.

Demo report‘Documentumtransformationservices’ does notwork.

If there is no registration in the repository of Documentumtransformation servers, this demo report will not workproperly.In this case the following error is presented:“[DM_QUERY2_E_TABLE_NOT_FOUND] error: the database tableor view was not found in the database”



Sending reports bye-mail.

In Documentum 6.6, 6.7 and 7.0 this functionality is not workingproperly and related to known Documentum issue 171094.Aworkaround for this flaw is described below.On the Documentumcontent server, remove the following file from the DocumentumJava method server:• -%DFC_USER_DIR%\jboss?.?.0\server

\DctmServer_MethodServer\deploy\ ServerApps.ear\APP-INF\lib\activation.jar

If available in the system, please also remove the following filefrom the Documentum Java method server:• %DFC_USER_DIR%\jboss?.?.0\server\serviceConfig\MethodServer\lib\activation.jar

Errors on demoreports using SaxonXSLT processor

Using the demo reports or ‘General Presentation’ files with theSaxon XSLT processor installed, will give the error message:“Cannot find a matching 0-argument function named {http://xml.apache.org/xslt/java}java.util.Date.new().....“.This happensbecause these functions are specific to the default Xalan XSLTprocessor and cannot be used with the Saxon XSLT processor.

PDF report widgetbecomes unusableafter opening Helpor refreshing reportwith user input

When a PDF report is shown inline, and the Help function isopened or a report requesting user input is refreshed, the widgetshowing the PDF report becomes unusable.

Table 3: Known imperfections

8.2. LimitationsFunctionality Description

XSL-FO errors notpresented in log filesor to the end-user

XSL-FO is used to create PDF reports. Errors that occur are notpresented to the users and are not reported in the log files ofmyInsight. This is a limitation in the logging method used byApache FOP and Batik. A workaround is available and describedin the document ‘Getting Started Guide’.

Table 4: Known limitations


9. Features and Solved ProblemsThis chapter describes the features and solved problems of previous releases.

Version Category Description

NewFeatures

• Exporting Fusion Interface variables• myInsight webservices• Report Presentation Report presentation can now be

configured for Mobile use.• Importing and exporting of report packages.• myInsight license entry in the UI.• Report Schedule configuration options (end date, nr of

runs)• It's now possible to change license using the User

Interface.• Reports can now also be scheduled with an end date-

time field or a limited amount of runs.

Improved • Fusion Interface: Simplified chart section, export toExcel, improved grouping/sub-grouping behavior,performance improvements.

• Performance of report generation has been improveddue to the use of a new display method from D2 4.5P04.

• When the repository gets updated the custom settingsof the myInsight configuration will not be overwritten.

5.1

Solved • Full export of data did not work with 5.0, this has beenfixed.

• Fixed an issue where importing a Report Definitionwith Fusion Interface variables fails.

• Save Run Mode: this variable wasn't stored properly,when it was set to 'Scheduled Runs', historic data wasstill updated when the report was run manually.

• After performing a full report import, overwrittenreport definitions will no longer lose their existinghistoric data.

• Manage historic data dialog: the button Show Detailscould cause a fatal error, this has been resolved.

5.0 New features • Presentations• Fusion Interface• myInsight report widget



Improved • Support for 64 bit Windows/Linux servers.• Historic data: variable awareness.• Session Management: performance improvement for

bi-directional sessions.• Variables: date variable

Solved • myInsight Open Office report: if format is missing itwill be installed.

• Report generation: license decryption logic used tomuch memory.

• Historic data: fix for historic data tables on non-Oracledatabases.

• Date format: 24 hour notation instead of 12.

New features • Added support for Documentum 7.1• Added ability to hide variables• The users can now save the variable values they

entered• Import/export actions added to import/export the

complete eDRG configuration• Variables on report definitions can now be filled with

values on a report schedule, generating the reportonce for each specified value

• Added presentation sets (complex output documents)• Added Office Excel 2010+, Office Word 2010+,

OpenOffice Calc and OpenOffice Writer presentationfiles

• Added the FusionInterface presentation file• Reports that are displayed inline in the eDRG Widget

can now send events to the eDRG

4.2

Improved • Default values for repeating variables are now usedcorrectly

• Upgraded the underlying framework• Report presentations can be opened by double clicking

them• Checked out presentations now have an checked out

icon• Removed an unimportant error from the content server

installation log file



Solved • PDF reports that are shown inline in the eDRG widgetcan now be closed from the menu bar

• The eDRG Widget now accepts the hh:mm timenotation for the fields “Allow manual run before” and“Allow manual run after” on report definitions

4.1 Solved • Cascading variables were not emptied properly when aparent value changed.

• Cascading variables in WDK clients selected a value inthe dropdown if another was selected previously andthe parent variable was changed.

• Vertical scrollbar for the eDRG Widget didn’t work inChrome using the left mouse button to move or clickon the direction buttons.

• Upgrade of the eDRG removed the link to the historictables for the demo reports.

• The historic chart with the Pie 3D stylesheet didn’twork.

• D2 4.2 error when viewing historic data in graphicalchart.

• Historic data didn’t include last day.• D2 4.2 error when viewing pie chart in historic view.• Creating a new Report Definition within Documentum

Administrator resulted in an error message.• Importing a Report Definition in D2 3.1 SP1 failed.• Closing a report in D2 4.x reloaded the tree view.• eDRG help in D2 didn’t use all of the available space.• eDRG Help in WDK clients didn’t show included

images.

4.0 NewFeatures

• Support for D2 4.2.• Full Report Builder functionality in D2 4.x.• Full Report Administrator functionality in D2 4.x.• Support for Bi-directional inline report widgets, D2

events in D2 4.x.• Installer support 64 bits operating systems and silent

installer.• New reports: Documents Viewed per Folder,

Documents Viewed per Subfolder, Modified Documentsper Folder, Documents per Status and Extended ListView.



3.5 Solved • The run report checkbox on the Run Report screen isonly shown for reports with the Historic Data optionenabled (only D2 2.6, 3.x).

• Optional variables are correctly passed through in D22.6 and 3.x.

• It is not possible anymore to leave the mandatoryDQL, Destination, Presentation or Variable screenempty (exception is the Presentation Destination).

• A scrollbar has been added to the Run Report screen.• Integer variables and D2 will provide an error when

text is used instead of numbers.• The last status value of Report Definitions is now fully

visible within D2.

3.1 NewFeatures

• Support for Documentum 6.7 SP1 and D2 3.1.• Dutch language pack added.• A query can be set as default value of a variable. The

result of this query is used as default value for thisvariable in the running report.

• A variable can be linked to a Report Category. Withthis functionality all the reports in the selectedCategory will contain the linked variable. This way thevalue of a variable only has to be set once, instead ofbeing defined in each Report Definition separately.

• There are two new variable types which can beincluded in Report Definitions: Object and Boolean.

• For D2, an option in the right click menu has beenadded to generate reports on a selected object.

• Historic data can be presented to the end-user bysaving the generated results and presenting them eachtime the report is generated.

• The ability to configure Report Definitions andSchedules.

• The Documentum query language is supplementedwith a new command ‘DRG IF’, and can be used asfollows:

DRGIF($var1$,DRGIF($var2$,then,else),else)3.1.1 Solved • Updated to installation software to set the required

attributes that didn’t exist in the previous version onexisting report definitions.



3.1 Solved • Boolean variables can no longer be set as mandatory.• Fixed an issue where the variables on the run report

screen were not aligned if a Boolean variable was notthe last variable.

• Fixed an issue that historic tables were not alwaysupdated correctly if the DQL query changed.

• Empty the historic table reference when copying areport definition.

• Fixed an issue that if a query was specified as thedefault value for a variable the query would bereplaced by the result after the first run.

• Removed an additional visible column on the DQLSelect screen for D2 2.6.

• Nested DRGIF statements are now resolved correctly• Fixed empty time dropdown boxes for date variables in

D2 2.6.• Fixed an error when clicking on the + button on the

locations tab of the DQL Builder screen.• Fixed an issue where empty fields on for example the

variables screen would be filled with Ã characters.• The user now gets an error message when he doesn’t

enter a DQL, Presentation or Destination for a reportdefinition in D2.

• Mandatory object variables are now validated beforethe report is run in D2.

3.1 Solved • Systems without D2 installed missed a jar file on theMethod Server that is required for the eDRG. This jarfile is now always installed.

3.0.1 Solved • Fixed a problem where reports were not alwaysstored in the historic information tables when therewere multiple reports with this feature enabled in thesystem.

• Fixed a problem in the D2-client where the start andend dates for included historic reports were swappedon the run report screen.

• The start date for including historic reports is now setto 2 January 1753 on the run report screens instead ofthe current day.

Table 5: Features and solved problems


Index

AAMPLEXOR 5

DDocumentum Administrator 6Documentum CS 6Documentum D2 6

EeDRG 5Environment and System Requirements 6, 6EPFM 13euroscript 5

FFeatures and Solved Problems 15Fusion Interface 15

IImpact Analyses 10Impacts to Consider After Upgrading 11Impacts to Consider Prior to Upgrading 10Imperfections 13

KKnown Imperfections and Limitations 13

LLimitations 14

PPresentations 15Product description 4

RRebranding 5Roles 4, 13

SSaxon 6Session Management 16

VVersion history 3

WWebtop 6What's Fixed 9What's New 7

XxCP 2.3 7xCP TaskSpace 6XSLT 6