CSM 10.2.2 Documentation

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CSM 10.2.0 Enhancements List

CSM 10.2.0 Release Notes: enhancements include new features and changes in functionality.

Performance Improvements

  • CSM-61233 Health Check: The new Save/Refresh Actions in One-Step Actions rule in the Health Check Tool returns a list of all Save or Refresh Actions in One-Step Actions across the system, as excessive use of them can cause performance issues.
  • CSM-62992 Performance: Improved the performance of the ad-hoc Get Search Results REST API operation. This should result in the operation executing faster.

Installation and Upgrade

  • CSM-61211 Upgrade: CSM now uses Microsoft .NET Framework 4.8. All server and client machines must have .NET 4.8 installed prior to upgrading CSM 10.2.0. During the CSM upgrade process, the Auto-Deploy feature performs a check to confirm that .NET Framework 4.8 is installed on the machine. If the 4.8 version of .NET Framework is not detected, the Auto-Deploy feature installs it before continuing to upgrade CSM 10.2.0.
  • DR 45152 Upgrades: When upgrading a pre 9.6.x system to 9.6.x or later, errors stating that unique index creation failed no longer occur.

Business Object Design Elements

  • CSM-47340 Related Item Navigation: Added the ability to rearrange the Related Item Navigation tabs in CSM Administrator's Form Arrangement Editor by dragging and dropping.
  • CSM-50351 HTML Pages: Replaced the HTML Editor with an open source editor.
  • CSM-53704 DevExpress and Grids: Updated DevExpress Controls 17.2 to 19.2. Added a keyboard shortcut in grids to bring up the filter popup. When you click on a cell in the grid, you can press Ctrl+Shift+F to bring up the filter dialog for the selected column.
  • CSM-54195 Related Item Navigation: Knowledge Sources in Solution Search can now be marked as Solutions, allowing users to run associated One-Step Actions. Users can also now share Knowledge Sources with customers from CSM. Solution Search actions that require a Business Object to be saved are now only available to users with rights to edit the relevant Business Object. Users can now import external sources into the Solution Search results list.
  • CSM-57504 Form Arrangement: Both top and bottom positioning for Form Arrangement tabs are now respected in CSM Browser client.
  • CSM-58774 Grids: Browser Client grids now automatically collapse to a vertical card view on smaller screens or resized browsers. Filters and sorting are not available in this view.
  • CSM-58783 Grids: Added multiselect capability to form grids and search results widget in dashboards in CSM Desktop Client and CSM Browser Client, as well as CSM Desktop Client CMDB, Contact Management, and Table Management Grids, so that One-Step Actions may be run on multiple records at once. When a record is deleted, it is also removed from the multi-select grid. If the item was selected, the selection is cleared.
  • CSM-59299 Lifecycle: A new visual Business Object Lifecycle Editor allows creation of complete business processes or workflows using one tool. It supports Major and Supporting Business Objects and also facilitates the addition of rules and post-transition actions. The Editor is integrated with reports, searches and other CSM features. This feature replaces the legacy lifecycle functionality in previous versions of CSM.
  • CSM-65840 Related Item Navigation: When marking an item as a solution inside Solution Search, administrators can now configure the Knowledge Mapping to create the item as part of a relationship (if linked) between the two Business Objects.
  • CSM-67350 Related Item Navigation: If a Business Object has a new lifecycle configured and a Slack channel created for it through the Related Item Navigation Chat tab, when the Business Object has moved to its final lifecycle stage the Slack channel is now archived.

Searching

  • CSM-39800 Searching: Added an "Is not member of team" operator for Searches and Expressions.

One-Step Actions

  • CSM-53385 One-Step Actions: Added a One-Step Action called "Transition a Business Object". It adds the ability to transition a Business Object record from a One-Step Action. It also forms part of the process for migrating Business Objects from the legacy implementation to the new Business Object Lifecycle Editor.

  • CSM-57355 One-Step Actions: Added two options for the Go to a Record Action in a One-Step Action: The ability to use a search and the ability to continue execution of a One-Step Action if a Go to a Record Action fails. You can save the error message as a variable to use later.
  • CSM-60073 One-Step Actions: Added a new Copy to Clipboard One-Step Action that copies contents to the clipboard. The One-Step Action works on CSM Web Applications and the CSM Desktop Client.
  • CSM-64914 One-Step Actions: Added Trusted Agent support to the HTTP Request One-Step Action.
  • CSM-69050 One Step Actions: Removed the "Execute in Parallel" option from One-Step Action sub-actions and set that property to false for any existing sub-actions in use.

Web Applications

  • CSM-39253 Portal: When using an Action Catalog, you can now use your web browser's back and forward buttons to navigate through your browsing history. When using the Cards with Search style, the displayed Action Catalog breadcrumbs update based on your navigation. Breadcrumbs are not displayed for other search styles..
  • CSM-65252 CSM Web Applications: Implemented a warning message that warns a logged-in user in CSM Browser Client or CSM Portal that their web session is about to expire. Non-logged-in and anonymous users should never see this warning.

Administration

  • CSM-47872 Server Farms: Updated to ensure sessions stored in Redis are not reused after an upgrade.
  • CSM-52657 Server Manager: Added the ability to add comments in the Server Manager.
  • CSM-56100 Blueprint Consolidation: This feature allows an administrator to combine a contiguous range of Blueprints into a single, consolidated Blueprint. When this consolidated Blueprint is applied, it makes all of the changes that the range of Blueprints would make if they were applied separately.
  • CSM-57790 CSM Administrator: When opening the User Manager window, the cursor now starts in the Search Control.
  • CSM-58506 Scheduler: Added an "actual" start time column to the database {{TrebuchetScheduler}} Table, and added a "duration" column to CSM Administrator Client Schedule.
  • CSM-58692 Approvals: Several enhancements to the approvals process have been implemented. Administrators can now define denial thresholds; create approvals for customer workgroups; create approver workgroups and attach approval emails to an originating record. Portal users can now respond to approvals without consuming a Cherwell license.
  • CSM-59111 Content Protection: Protected Content allows mApp Solution authors to protect mApp contents from editing after the mApp has been applied to a CSM system. Users cannot edit or delete protected content which can be identified by a padlock and shield icon. Users can however still add new fields to Business Objects, customize content and then do a "Save As" to save their changes. The areas impacted by this change are: Business Objects, Forms, Managers, Relationships, One-Step Actions, Actions and mApp publication.
  • CSM-59250 Health Check: Added the ability to create a Blueprint from Health Check results containing recommendations based on the results.
  • CSM-59954 mApp Solutions: A user can now convert a single Business Object into a group Business Object within a mApp Solution. When the mApp Solution is applied, the group Business Object then appears correctly within the system.
  • CSM-60216 mApp Solutions: Allows a mApp Solution with a Group object and children to be applied to a system already containing the same group object. Once applied both sets of children from the mApp Solution and target system display correctly under the one group parent.
  • CSM-60217 mApp Solutions: Business Object group conversions in mApp Solutions now have no field conflict issues. They can now be freely applied to the target system, and data record integrity is maintained.
  • CSM-60422 mApp Solutions: When applying a mApp Solution containing a Group Business Object with a merge action of "Merge", the Group Business Object will now be merged correctly into the system.
  • CSM-60501 Automation Processes: Added the following columns to Automation Processes Blueprints and Status list: Execution Priority, Triggering Event Type, and Description.
  • CSM-60890 Trusted Agent: The Trusted Agents Service now logs messages to the Application Server. Detailed logging is available on the Trusted Agent server when enabled. Warning and Above logging for the Trusted Agent Service is also available on the main CSM server if logging is enabled for the main Cherwell Application Server at the Warning and Above level or higher. The log from the Trusted Agent Server will contain the log level, message, TimeStamp, a ThreadName of "Trusted Agent Server", domain, and host information for the Trusted Agent Server sending the log.
  • CSM-61814 Administration: Fixed which tables are included in structure-only .czar exports.
  • CSM-62507 Group Objects: All relevant dependencies of a newly created Group Business Object are now updated with the correct ID after merge so that they can continue working. Important: If you apply a mApp Solution that contains protected content containing a newly created Group Business Object(s), then we strongly recommend that you use Overwrite options in the Add Business Object to mApp Wizard and NOT Merge options. If use merge options with Group Objects, this can result in Blueprint scan errors or unexpected results appearing after the mApp Solution has been applied.
  • CSM-66158 mApp Solutions: The Marketplace for mApp Solutions is now accessible directly from within CSM Administrator. Administrators can search, filter results, and install mApp Solutions downloaded from the Marketplace.
  • CSM-67979 Automation Processes: A Refresh button has been added to the Automation Process Statistics dialog. This eases the process of monitoring individual Automation Processes.
  • DR 50181 Accessibility: Text in the CSM Administrator main menu is now accessible to screen readers.

Cherwell REST API

  • CSM-58710 Logging: Added the Cherwell REST API to the Log Viewer in CSM Administrator.
  • CSM-60837 Cherwell REST API: Added optional "locale" and "lang" parameters to the REST API's Swagger UI, allowing the culture to be supplied for API requests from the Swagger UI.
  • CSM-67208 Cherwell REST API: Operations added to the Cherwell REST API for the Business Object Lifecycle.

Miscellaneous

  • CSM-42158 Health Check: Added the ability to run health check rules from the Command-Line Configure Utility (CLC).
  • CSM-50701 Third-Party Reporting: In the Microsoft Power BI third-party reporting tool, the Power BI Data Connector from Cherwell includes "Cherwell" in its name and displays a Cherwell icon. Furthermore, when installing the Power BI Data Connector from Cherwell, old Data Connectors associated with Cherwell are removed.
  • CSM-57029 Authentication: Throttling of internal authentication requests has been removed. Note that users will still be locked out if they fail to authenticate too many times, as configured in CSM security settings.
  • CSM-58189 Third-Party Reporting: A new stored searches API endpoint (/api/V2/storedsearches) provides greater flexibility for third-party reporting integrations.
  • CSM-60356 Third-Party Reporting: The Power BI Data Connector from Cherwell is now automatically whitelisted for the Microsoft Power BI cloud service. Consequently, you no longer have to manually add a URL to prevent Power BI authentication failing with the Cherwell REST API.
  • CSM-61751 Export: Added a check box to exclude email messages from data exports.
  • CSM-62883 Delegates: A new delegates service has been added to both the CSM Desktop and Browser Clients. This allows users to delegate work to others during a period of absence. Delegates are not approval-specific and can be set for any configured Major and Supporting Business Objects. For example, you can delegate approvals, Incidents, and Change Requests. Delegates can also be managed on behalf of other users and administrators can all see the delegations in a CSM system.
  • CSM-64672 Prompts: User-defined input prompts that use a simple text prompt will now use the same "As You Type" spell checking that is found in Business Object forms. This spell checker will be automatically on for these types of prompts. Users can right-click on an underlined word to see spelling suggestions or add the word to the dictionary. Words added to the dictionary will no longer show as misspelled. To see the custom user dictionary for added words, see: C:\\Users\\User_Folder\\AppData\\Roaming\\Trebuchet\\UserDictionary.txt
  • CSM-67886 Server Farms: Redis clustering is now supported when Redis 5.x is used with CSM.
  • DR 45265 Modifiers: Created a new modifier "JSON Path (array)" to handle the return of multiple values from a JSON Path search. The modifier “JSON Path (value)†is not intended to return a JSON array type, so this new modifier was added to allow the user to do this.

Documentation

  • CSM-64505 Documentation: Expanded use of context-sensitive help for approvals and delegates management in CSM Administrator and the Options dialog in CSM Desktop Client.
  • DR 50438 Documentation: Clarified that column grouping in grids is only available in the CSM Desktop Client.

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