CSM 10.4.0 Enhancements List

Installation and Upgrade

CSM-56877 Installer: Removed deprecated DevExpress components. This change requires customers who are upgrading from a version earlier than CSM 5.x to first upgrade to CSM 10.2.x before upgrading to CSM 10.4.0.
CSM-62548 Command Line Install: This change requires a new structure for the commands that are used to install CSM services.
CSM-62768 Installer: The WiX installer introduces the ability to sign the packaged DLLs and EXEs, as well as the MSI installer, and EXE bootstrapper. This allows administrators to verify the legitimacy of the installer.
CSM-62857 Auto-Deploy: Now, Auto-Deploy requires Microsoft .NET Framework 4.8. Before installation, Auto-Deploy verifies that Microsoft .NET Framework 4.8 exists on the client machine. If it does not exist, Auto-Deploy downloads and installs it.
CSM-63129 Installer UI: With the introduction of the installer, the launcher includes updates to the user interface.
CSM-71752 Auto Update Service: An option has been added to the Trusted Agent installer to enable the Auto Update Service. If this option is selected, the Auto Update Service periodically checks for new versions of the Trusted Agent server. Customers can opt out of the Auto Update Service feature.
CSM-72121 Auto Update Service: The Auto Update Service is now part of the Server Manager.
CSM-72541 Installer Technology Refresh: Installers may be copied/run as standalone if desired. The required files are embedded in the installer. There is no longer any need to have the czar, dcat or Client MSI file altogether for the Server or Browser app installer to function. On the supplied media, we have removed the .dcat and rabbitmq and erlang packages. We have kept the czar files there for easy reference.
CSM-74161 Installer: The installer now includes an Overwatch Windows service installation.
CSM-74176 Installer: Cherwell Web-Forms have been removed from CSM and will no longer be available during installation or upgrade.

Security

CSM-75722 Security: The Security Settings dialog now has a new File Access tab that allows administrators to add folders, files, and extensions to a global allowed list that determines access to these locations. You can toggle this feature on/off using a checkbox.

Business Object Design Elements

CSM-53934 Fields: Added a check for Number fields to ensure that the number of decimal places match when validated against another Business Object field. This ensures users are able to select values at runtime.
CSM-56620 Themes: Added support for universal theme associations in the CSM Portal.
CSM-57399 Themes: Updated several controls that had hidden or difficult-to-read text when dark theme is used.
CSM-63499 Dashboards: Users can now set a default dashboard in the CSM Browser Client.
CSM-67194 Themes: Implemented a user theme selection dialog which supports classic themes in the CSM Desktop client. Also added an indicator to the CSM Administrator default dashboard settings to indicate that these only support classic themes.
CSM-68743 Business Objects: When deleting a Business Object from the Default view all occurrences of that object in any other view are now automatically deleted. Additional information text has been added to the Delete Confirmation dialog to alert the user.
CSM-68891 Themes: Added the word "Classic" to the Bulk Apply Theme to View dialog, the theme ComboBox label, and the toolbar/tooltip to open the dialog to clarify that this operation only supports classic themes.
CSM-69870 Themes: Added support for universal themes to the User Theme Preferences dialog and the Dashboard Tools > Options dialog.
CSM-69871 Themes: Updated the Browser Client User Theme selection control to display a dialog containing a drop-down with all available themes to choose from.
CSM-70310 Widgets: Added a Type column to the Widget Manager so users can see the type of widget in the grid.
CSM-71628 Themes: Added improved accessibility to Universal Theme Editor. Shortcut keys added for Add Color, Add Association, Delete Association, and Add Font Type. Also, added the ability to close or save changes in popups using the Escape and Enter keys.
CSM-71629 Themes: Enabled color palettes and associations in universal themes to be translated when changing culture.
CSM-71364 Grids: Added an aggregate count to grouped search results in CSM Browser Client grids.
CSM-73709 Themes: Updated the Universal Theme Editor to use WebView2 to render Portal and Action Catalog previews by default.
CSM-74446 Activity Pane: User mentions are now available in the Activity tab of the Browser Client. Both the user mentions and email notifications can be turned off in the CSM Administrator.
CSM-75626 Themes: Button styling values will now persist to the universal theme, allowing the theme button styling settings to be saved and reloaded within the Theme Editor.
CSM-76078 Themes: Added a Disabled Link State option to the State Override section of the Universal Theme Editor. This enables users to customize the disabled colors of their linked labels separately to other controls.
DR 44726 Business Objects: Added a column for "Internal Name" to the field grid in the Business Object Editor.

One-Step Actions

CSM-71464 One-Step Actions: SaaS customers are now required to have Trusted Agents configured for certain One-Step Actions that interact with a hosted environment. Use the SaaS One-Step Action Health Check rule to determine which One-Step Actions need to be modified. To support this change, file contents can now be ready remotely via Trusted Agent by using the File Contents token inside of a One-Step Action.

Administration

CSM-40957 System Settings: Added the ability to globally set additional connection information in the title bar in CSM Administrator and the CSM Desktop Client. The pre-existing user-defined setting in the CSM Desktop Client overrides the global setting.
CSM-60895 CLC: Added a CLC command that allows Cherwell to configure Service Host Leaders that consolidates existing Service Host Leader arguments and supports logging options for individual Leaders. The new command is /servicehost /configureleaders.
CSM-60929 Overwatch: This enhancement allows Overwatch to handle configuration of CSM servers and services in a single location. Using Overwatch as an external configuration service allows more control over scaling and improved service health monitoring.
CSM-65334 Content Manager: New feature for gathering content for a business process. The Content Manager provides you with a comprehensive view of all your system's contents in a single area, as well as being able to see what changes have been made prior to creating a mApp Solution or Blueprint.
CSM-68377 Performance: Added a performance speed optimization for .csv imports performed over a 3-tier connection.
CSM-69183 CLC: This change added a new /exportsettings command that allows Cherwell to migrate existing SaaS customers to a hosted environment that uses Overwatch. This command exports a file system's settings and imports them into Overwatch.
CSM-69259 Delegates: Toggling the Hide Expired Records check box found within the Manage Delegates pages, for both CSM Desktop and Browser clients, no longer clears the selected values within the controls.
CSM-69740 Automation Processes: Changes have been made to the Automation Process workflow so that when opening an Automation Process using the Automation Process Blueprint, the user is shown the Properties dialog before they're taken to the Workflow Editor. In the Properties dialog, Save and Save As have been changed to OK and Cancel.
CSM-70169 Lifecycle: Added support for Business Object lifecycle stages in grids. Also added support for lifecycle properties in the CSM Browser Client and CSM Desktop Client column selector.
CSM-70865 Trusted Agents: This change introduces a service to update Trusted Agents. Trusted Agents will be updated without manually configuring each agent individually. The update service is delivered through the installer and can be configured in the same way as the Trusted Agent Server.
CSM-71690 Server Manager: The Server Manager now manages settings from Overwatch and the trebuchet.settings file.
CSM-72122 CLC: Added CLC support for starting and stopping the Auto Update Service.
CSM-72526 Performance: Added a Group Member Orphans health check rule to scan for group member records that do not have an associated definition.
CSM-72590 CLC: Added CLC support for downloading files.
CSM-73499 CLC: Added CLC support for Auto Update Service configuration logging settings.
CSM-73958 Commands: A new command has been added to the Action Chooser Lister dialog under Commands>System>View. The new command is "Web link". This allows a user to create a button or hyperlink control that will open the specified URL in their browser.
CSM-73996 Lifecycle: The Business Object lifecycle Status and Stage fields are now populated with Status and Stage values, which can be used to filter grid results. In the Browser Client, users can also free-type Status or Stage names for filtering.
CSM-74502 Administration: The ability for CSM to create an RSS is no longer supported because it required the Cherwell Web Service, which is now deprecated. The RSS Feeds option was removed from the Browser Settings options in CSM Administrator.
CSM-75734 CLC: You can now edit Web Application settings via the Command-Line Configure tool.
DR 50886 Google Analytics: System Settings in CSM Administrator now accepts Google Analytics v4 G-XXXXXX Measurement ID in addition to older versions.

Miscellaneous

CSM-57784 Modifiers: Added a JSON encoding modifier to encode text as JSON (escaping slashes, newlines, quotes).
CSM-58575 Accessibility: Implemented keyboard navigation for the Manager dialog folder structure and detail item List. Navigation is performed by the Tab key to move between controls, and the Arrow keys when navigating within a list. Spacebar/Enter key is used to select an item from a list.
CSM-61723 HTML Editor: Added the Source Code Editing button to the Jodit Editor.
CSM-64996 Tokens: Improved the process for renaming variables used in the Update Stored Values and Variables One-Step Action to make it less likely to create excess tokens.
CSM-67412 Tokens: Removed unused file content, file name, and stored value tokens.
CSM-67865 Lifecycle: Added support for displaying lifecycle status in a grid.
CSM-71339 CMDB: Expanded the default size of the Configuration Item selector in the CMDB. Also updated the tool tip to contain both the display name and the description.
CSM-71487 CMDB: Updates to enable a CMDB record to be opened in a new window using a context menu.
CSM-71489 CMDB: Opening dialogs that have a search box embedded now focuses the cursor in the search box by default.
CSM-71491 CMDB: Added a new Security Right under Configuration Management called Configuration Management Database. This, alongside the original Business Object rights for a Configuration Item, now determine if a user has access to the CMDB. View rights are needed for both. If one right is missing the menu item is disabled.
CSM-71609 CMDB: Introduced new functionality to the Report Designer to allow the user to select a nested relationship from a group member when designing a report.
CSM-71612 CMDB: Related Item Picker Properties dialog has been updated within CSM Administrator to allow users to select a specific Business Object grid to display, when viewing the Related Item Picker within a Business Object form. If the default grid is selected the display behavior remains as it was in prior CSM versions (example: Within the CMDB Related Item Picker), the default grid for each individual group object will display when the respective object is selected from the "Configuration Items to show" drop-down list. Note: If a relationship points to a group leader then users can only select grids associated with the leader and not from any member objects.
CSM-73087 CMDB: The cursor position now defaults to the search input, if present, on dialogs that open through the Related Item Picker. The cursor position also defaults to the search input within the CMDB, Table Management and Contact Manager pages, as well as the Email Address Book Dialog.
CSM-73356 CMBD: New and existing security rights for viewing CMDB have been updated to control access to the CMDB in the following places in the CSM Browser Client and Desktop Client: Tools > Visualization > Config Visualization and Business Object form > CI field > CMDB Related Item Picker.
CSM-74062 Approvals: The user is now prompted before deleting approvals for a Business Object.
CSM-72043 Lifecycle: Added lifecycle stage and status into the grid column selector. This only affects the CSM Browser Client as the Desktop Client doesn't support this functionality within grids.
CSM-71233 Expressions: Added the ability to calculate a total countdown duration from an expression.
CSM-70130 Database: Updated full-text index stored commands to supported SQL commands.