What's new

Enhanced EntraID Administration. Xtraction administrators can now set up Xtraction to automatically include Active Directory (AD) users in roles and features upon their initial login. EntraID authentication support (introduced in version 2023.4) has been extended to match AD authentication, specifically in automatic role and feature membership allocation. For details, see Authenticating with Microsoft Entra ID or Okta in the Install and upgrade guide.

Ability to copy components from Dashboard Designer & Document Designer to an Exportable component. You can now copy a component from the Dashboard Designer or Document Designer to an Exportable component. For details, see Copying components from Dashboard/Document Designer to Exportable component for Dashboard Designer and Document Designer in the User Guide.

Enhanced timer options for scheduled export tasks for Exportable. The new Monthly Offset option allows you to run a task on a specific day of the week and month. You can use the With Offset option to execute the task a certain number of days before or after the day set under the Monthly Offset schedule. Additionally, the Check All option enables you to select all the listed months of the year. For details, see Exporting components to 3rd-party applications in the User Guide.

Implementing the functionality to add new roles & features to the Xtraction setting Windows application. The Xtraction Settings Windows application now includes two additional default roles and features: Component Scheduler and Exportables. These additions are accessible under the Features tab, expanding the application's functionality and options for users. For details, see Optional Xtraction Settings in the Install and upgrade guide.

Enhanced Active Directory authentication now supports roles and features specific to Exportable components. Earlier, the Windows Active Directory did not include roles and features related to Exportable Components. Now, users can seamlessly integrate these functionalities by assigning the following numbers in their Web.Config file: Role 9 for Component Scheduler and Feature 4 for Exportable. For details, see Integrating with Active Directory in Install and upgrade guide.

Support for exporting components to 3rd-party applications. You can schedule exports of single components to 3rd-party applications. Exportable components are restricted to group, time, and pivot components. For details, see Exporting components to 3rd-party applications in the User Guide.

There are no new features for this release. See the Xtraction community landing page to view the 2023.3 release notes.

Support for authenticating with Okta or Microsoft Entra ID. When logging into Xtraction, end users can authenticate with their Okta or Entra ID credentials. For details, see Authenticating with Microsoft Entra ID or Okta.

Ability to add parameters to dashboards. You can add parameters to dashboards in exactly the same way you add them to documents, which enables end users to view the data with specific values. For details, see Adding parameters to dashboards and documents in the User Guide.

There are no new features for this release. See Xtraction 2022.4 Release Notes.

Ability to integrate with Ivanti Identity Broker. You have the option of integrating Xtraction with the Identity Broker web application that is part of the Ivanti Identity Director installer. Integrating with Identity Broker enables you to tie your Xtraction user accounts to the corresponding user accounts of external systems such as Entra ID and Okta. Identity Broker acts as a "broker" to process authentication requests between Xtraction and those external systems. For details, see Integrating with Ivanti Identity Broker.

Ability to copy components between dashboards and documents. You can copy individual components from one dashboard or document to another, making it easy to design new dashboards or documents that are composites of components from older designs. Only dashboards and documents in design mode can have a component copied to them, but components in view mode can be copied. For details, see Dashboard Designer or Document Designer in the User Guide.

Updated connectors. Ivanti frequently updates its Xtraction connectors for third-party products and other Ivanti products. For details about downloading the connectors you need, see the Pre-installation checklist in the Installation help topic.

Capability to execute actions on external MobileIron data. Xtraction has long been used for reporting on data from external data sources, but it hasn't been possible to directly manipulate the records being reported on from within Xtraction. With this release, you can now configure, as part of the data model, API calls specifically for use with the MobileIron connector. These actions display in the Xtraction web interface and are available for executing from record lists. Upon selecting an action, an in-context message will display the results of the call, whether successful or not.

For instructions on how to configure the MobileIron connector, see the Data Model Editor User Guide (PDF).

Continued enhancements to highlight rules. From the Highlight Rules tab in the List Component properties dialog, it's now possible to add conditions to datetime fields that are included as columns in a record list. Furthermore, the highlight rules for rows and individual cells are now separated so it’s easier to see the order in which the rules will be executed. For details, see List (record) components in the User Guide.

Ability to export editable-layout dashboards. You can now export these dashboards as individual components or to a template. For details, see Dashboard Designer in the User Guide.

Installation and upgrade updates. Some installation and upgrade processes have changed for this release:

•The installer must be run from a local drive, not a network share. Installations run from a network share will fail.

•Automatic licensing now gives you much more flexibility over which licensable features are consumed by the given Xtraction server.

•Modifications made to the web.config file prior to version 2021.3 will not remain in the file after an upgrade to 2021.4 or later. The modifications are retained in a copy of the file made at the start of the upgrade process at [InstallDir]\Xtraction\Data\ConfigTemp. You can manually re-apply the needed values by copying and pasting from the old web.config file into the new one. Do not copy the old file over the new one. This will result in Xtraction no longer working correctly.

Ability to connect to cloud data sources. You can now create and add connectors to cloud data sources. These connectors work over API, can be used to model data just like a standard database connection, and do not require direct database access. To take advantage of this feature, you must purchase a one-time site license that enables the functionality within the Data Model Editor tool.

To set up a cloud connection, you’ll notice a new Auto rest option in the Data Model Editor > Data Source dialog > Database drop-down list. After selecting this option, also provide these details: DSN, user ID, password, and any additional information.

Given that obtaining data over the Internet is inherently slower than direct queries to a local database, expect that dashboards and documents featuring many components will load slower than those from local data sources.

Ability to export to CSV files. You can now export dashboards, documents, and reports to Comma Separated Value (CSV) files. Components are exported as separate CSV files and contained in a single downloaded ZIP file. For details, see Dashboard Designer or Document Designer in the User Guide.

Improved HTML exports. HTML exports of dashboards, documents, and reports now download as a single HTML file instead of a ZIP file containing several files. For details, see Dashboard Designer or Document Designer in the User Guide.

Conditional formatting for individual cells in record lists. You can now define highlight rules that target individual cells, similar to the highlight rules that affect entire rows in a record list. The rules are applied in a top-down hierarchy; the first rule that is matched is applied. For details, see List (record) components in the User Guide.

Custom time periods for dynamic date filters. You have much more flexibility over the time periods specified for dynamic date filter conditions—options include year, half year, quarter, month, week, day, hour, or minute or a combination of those. For details, see Filters in the User Guide.

Ability to copy a parameter value into the URL of a document. For documents that include parameters, you can copy a parameter value directly into the document URL. This enables you to share exactly what your target viewers want to see, so that they're not required to manually add filters to view the results relevant to them. For details, see Document Designer in the User Guide.

Ability to convert a fixed-layout dashboard to an editable one. Following up on the 2021.2 feature that enables you to create dashboards with editable layouts, this release adds the ability to convert a saved, fixed-layout dashboard to an editable one by using a new Tools > Convert to Resizable menu. For details, see Dashboard Designer in the User Guide.

Conditional formatting for record lists. It's now possible to set rules that change the background and/or text color of rows in a record list. For example, you can make every row red where the record has a Priority of 1. You can set conditional formatting by using a new Highlight Rules tab in the List Component properties dialog. For details, see List (record) components in the User Guide.

Improvements to the template designer. When you export a dashboard or document to a Word template, Xtraction now uses image placeholders instead of tables, much like it did in past versions. For details, see Dashboard Designer or Document Designer in the User Guide.

Ability to design your own dashboard layout. You can adjust predefined dashboard layouts to suit your needs or create a custom layout from a blank canvas. You can save and reuse your layout design with different dashboards. For details, see Dashboard properties, alerts, and defaults in the User Guide.

Enhancements for advanced filters. You can now save advanced filters and load the settings across sessions. You can also merge a newly created advanced filter with a previously saved standard filter, then save the combined settings as an advanced filter. For details, see Filters in the User Guide.

Integration with the Identity Broker feature of Ivanti Identity Director. To preview how Identity Broker integrates with Xtraction, contact your Ivanti representative for details.

Enhancements to scheduled reports. When users schedule a task to send a report via email, it's now possible to specify more properties of the email, including Cc and Bcc recipients, a subject line, and body text (with full HTML editing options). For details, see Scheduled exports in the User Guide.

Ability to have paging in lists. Administrators can enable paging for list components per user account. Users can then toggle paging on or off as needed by clicking the icon in the component header. For details about enabling paging for an account, see User accounts in the Administrator Guide.

Also, when users add or edit list component properties on a dashboard or document, it's now possible to specify how many records are displayed per page. For details, see List (record) components in the User Guide.

Ability to display the folders of inactive users. Administrators can enable an option to display the folders of inactive users in the folder lists on the Home page and on the Dashboard Designer and Document Designer menus for Save and Tools > Folders. These folders display with the icon. For details, see User accounts in the Administrator Guide.

New installations (not upgrades) to use secure bindings by default. This means that post-installation, administrators must replace the self-signed certificate with one from a Trusted Certificate Authority, which will prevent users from seeing an error message during login. For details, see Installation in the Install and Upgrade Guide.