yuuvis® RAD 9 Roadmap

The following information as well as the linked information is intended to outline some of our current product developments for our yuuvis® RAD 9.x.

Like everything else in life, the best plans can change over time. The following article describes the current state of work, but it is important to understand that the details are for information purposes only and are not to be understood as binding commitments.

OPTIMAL SYSTEMS reserves the right to make changes in the planning, development and release of products and their features and functions at its sole discretion.

This page provides an overview of the new features provided with the major and upcoming minor releases and the expected preliminary results provided in our minor releases during the continuous delivery process. We reserve the right to not release a certain minor version due to important reasons.

Table of Contents

Release Plan


PhaseStartEndPlanned Release
Feature Freeze07 MAR 2023-
Tests and Bugfixing08 MAR 202329 MAR 2023-
Master Artifact30 MAR 202331 MAR 2023-

Major Release yuuvis® RAD 9.0

30 NOV 2022

03 APR 2023

03 APR 2023
Minor Release 9.205 APR 202302 MAY 202316 MAY 2023
Minor Release 9.403 MAY 202330 MAY 202313 JUN 2023
Minor Release 9.631 MAY 202327 JUN 202311 JUL 2023
Minor Release 9.828 JUN 202325 JUL 2023skipped
Minor Release 9.1026 JUL 202322 AUG 202305 SEP 2023
Minor Release 9.1223 AUG 202319 SEP 202303 OCT 2023
Minor Release 9.1420 SEP 202317 OCT 202331 OCT 2023
Minor Release 9.16 LTS18 OCT 202328 NOV 202315 DEC 2023

The version 9.16 (LTS) is a Long Term Support (LTS) version, no further increments will be released in the previous 9.x. versions and the 8.16 LTS.



Planned Results

The following features are planned to be delivered with the 9.x release.

While developing new features for this upcoming new major version, the following objectives are our guidelines:

  1. Improving system security
  2. Improving user and administrator productivity
  3. Improving no-code/low-code procedures
  4. Improving OEM capabilities

Highlights

  • Starting with customizable dashboards including lists and chart
  • Signing service supporting the DocuSign platform beginning with version 9.6, support of Adobe Sign with version 9.12
  • (warning) Postponed to a later version: Microsoft Teams integration (version 9.16 LTS)
  • (warning) Postponed to version 10: Microsoft O365 integration for viewing and collaborative editing of Microsoft Office files (version 9.16 LTS)
  • (warning) Postponed to version 10.0: license management

Highlights after version 9

  • Systems integration: CMIS, Exchange Online, XRechnung/Factur-X (viewing of XML-formated invoices)
  • Data growth/cloud: Improved hosting (Docker), shared elastic search clusters
  • Automation through AI: Automatic classification and indexing of documents
  • (mobile) data access: Extended customizable dashboards, one-click smart indexing

General

Update of 3rd Party Components

As with every major release, many parts of the system received updates to keep the system on track regarding support and security:

  • Operating system: yuuvis® RAD services now support Windows Server 2022.
  • Wildfly Application Service 27 is supported.
  • Databases: Microsoft SQLServer 2022 and PostgreSQL are is supported.
  • Full-text search: Elasticsearch was updated to 7.17.8 and relevant services were adapted.
  • Service infrastracture: All services are based on JDK17 and Spring Boot 2.7.9.
  • yuuvis® RAD client: Upgraded to Angular 15.

Support of OEM

Step by step, end-user facing components will support partners to deliver yuuvis® RAD with their own labels, logos, and URLs to their custom documentation.

Details

Schema Management

Multiple inheritances: Administrators can model schemata more effectively as object types can now inherit from multiple abstract object types. 

Multi-value fields based on sets: Administrators are supported by a more intuitive way to model multi-value fields for object types. The set type can be used that is currently modeled as a single-column table. Thus, the control of field behavior is improved (as it is separated from tables that have their own set of properties) as well as the comprehensibility of the product/modeling of solutions in general. 

Digit grouping in BPM forms: The digit grouping of BPM number fields is supported as is it for object types (e.g., 3,345.45 for en, 3.345,45 for de, 3'345.45 for de-CH).

yuuvis® RAD mail-archive-service

This new edition of yuuvis® RAD mail-archive-service enables both so-called journaling and simple mailbox archiving in conjunction with exchange online. In journaling, all relevant e-mails are initially stored using a specific object type and are available for audits. Information is stored on who received what information and when. This can be compared to the classic incoming and outgoing mail book in paper form. In contrast to the paper form, its digital counterpart not only registers the incoming or outgoing e-mails, but also stores the entire content of those e-mails in the DMS.
In addition, this journal can also be extended to internal mail communication.
Mailbox archiving gives you the option to directly transfer e-mails from mailboxes to yuuvis® RAD. Based on a list of user groups in exchange online, all associated mailboxes are checked and the e-mails contained are transferred to the DMS according to certain rules. The filing takes place in folders that are assigned to the respective users. E-mails in the mailbox that are also available in the DMS are flagged by a specifically set category.

This service is ready for prototyping. If interested, ask for a live demonstration.

yuuvis® RAD Services

  • The logging of security-relevant events will be extended so that administrators can easily analyze attacks or identify persons who have changed system configurations and which.
  • The search-service will allow users to subscribe for specific searches. Users will receive an e-mail if new or changed objects match the saved search.
  • Additional languages will be supported for full-text search in the standard delivery (current support: de, en, es, fr, it).
  • One of the main topics will be the optimization of messaging, especially in case of unexpected environment shutdowns.
  • The extraction service can be extended using plug-ins. This way, developers are able to write custom code for extracting data from files with a specific format.
  • New: A signature service supports the signing of PDF-formatted files via DocuSign. This service can be extended using plug-ins.

yuuvis® RAD client and yuuvis® RAD agent

Language Support

yuuvis® RAD client offers basic support for languages that are read from right to left (RTL mode) such as Arabic and Hebrew. These languages have to be prepared on the customer side and can be added per configuration.

Workspaces and Widgets

Users will be supported by configurable workspaces with widgets that can be placed and sized individually. These widgets will provide a variety of frequently needed features and information, such as saved searches, object lists or statistical diagrams with data on how many invoices came in the day before.

Content Viewing

Viewer Service

A new service will be in charge of viewing document content. This reduces the code base of yuuvis® RAD client so its loading is shortend.
This viewer service can be extended by further viewing components for specific file formats by plug-ins. Ask for more information if interested.

O365 Integration

In the second half of 2023, we will introduce an O365 intgration to yuuvis® RAD. This will eliminate the need to render Microsoft Office documents because they are going to be rendered by Microsoft O365 features. If users possess an O365 account, they can edit Office documents and save them as new versions.

Subscribtions to Notifications

Users will have the possibility to subscribe to an automatic notification of any changes on documents in a specified folder.

Teams Integration

In the second half of 2023, we will introduce a Microsoft Teams integration to yuuvis® RAD.

UX Optimizations

We will concentrate on customer change requests related to usability and productivity. Thus, e.g., we will introduce the following improvements:

  • All content files of a selected document can be downloaded at once in a ZIP file.
  • The search details are displayed in the result view for users to know the search context when coming back from a short interruption.
  • User can select their own profile picture in the settings menu.

yuuvis® RAD management-studio 10

Step by step, all features of the current yuuvis® RAD management-studio will be migrated to yuuvis® RAD management-studio ng (ng = next generation). yuuvis® RAD management-studio ng will be based on Angular just as yuuvis® RAD client. This way, it can reuse many features of yuuvis® RAD client such as the languages supported, how to extend the application with new languages, how to change the application name, logo, background image, sidebar image, and the documentation URL (OEM aspect). 

As a first feature, the workspaces that are planned for yuuvis® RAD client will also be introduced. The first widget will provide monitoring information as offered in the REST-WS monitoring view.

Breaking Changes

  • The gateway-prod.yml file for the gateway configuration has to be adapted for the use of the new viewer service which is used by the clients for previewing document files. See the details in the documentation of the update steps.
    E-mails will be handled differently but it is possible to let all users use the old viewing mode by configuration until version 10.0.
  • Custom services have to be upgraded to JDK 17.
  • (warning) Postponed to a later 9.x version: Custom clients have to be adapted to accommodate the Angular 15 framework.

Announcement of a Breaking Change with Version 10

  • Implementation of a License Control
    • Starting with version 10.0:
      • Differentiation between named and concurrent user
      • Differentiation between production, test, and trial system
    • Later and step by step: Control of functions like Import/Export (ETL), Signing, OCR, ...

Major Release

9.0 – 03 APR 2023

Please refer to the Release Information 9.0 for detailed information on this major release.

yuuvis® RAD designer

  • (warning) Postponed to version 9.2: Administrators can configure the digit grouping for BPM properties of type number as it is possible for business object properties, so that yuuvis® RAD client shows numbers with a thousands separator, e.g., 3,546,521.56 in Englisch; 3.546.521,56 in German;  3'546'521.56 in Swiss German.  (internal: ERA-9170)

yuuvis® RAD client

  • (warning) Postponed to a later 9.x version: The framework Angular is upgraded from version 12 to 15. Also, all 3rd party libraries that needed to be upgraded received an update. (internal: TUK-1502, TUK-1503, TUK-1504)
    Note: Custom clients have to be checked and additionally used 3rd party libraries have to be updated as well.
  • (warning) Postponed to a later 9.x version: Users will be supported by configurable workspaces with widgets that can be placed and sized individually. These widgets will provide a variety of frequently needed features and information, such as saved searches, object lists or statistical diagrams with data on how many invoices came in the day before. (internal: TUK-1542)
  • (warning) Postponed to version 9.2: Users are informed if they request the deletion of a document that is currently being processed. They are prompted by a dialog to either cancel the deletion or execute it. (internal: TUK-2060ERA-9203)

Minor Releases

9.2 – 16 MAY 2023

yuuvis® RAD Services

  • (warning) Postponed to version 9.4: A new signing service is introduced, so programmers can start to use it for requesting the signing of documents files that were prepared to be signed on the DocuSign platform (internal: TUK-1853)
    • The preparation of the object type and a specific document instance is described in this article: The signing of a document
      Object types that contain documents with a PDF-formatted file to be signed must be derived from a quasi-standard abstract type that contains the necessary properties for the signing process. (internal: TUK-1851)

yuuvis® RAD designer

  • (warning) Postponed to version 9.4: Administrators can configure the digit grouping for BPM properties of type number as it is possible for business object properties, so that yuuvis® RAD client shows numbers with a thousands separator, e.g., 3,546,521.56 in English; 3.546.521,56 in German;  3'546'521.56 in Swiss German. (internal: ERA-9170)

yuuvis® RAD client

  • (warning) Postponed to a later 9.x version: Users will be supported by configurable workspaces with widgets that can be placed and sized individually. These widgets will provide a variety of frequently needed features and information, such as saved searches, object lists or statistical diagrams with data on how many invoices came in the day before. (internal: TUK-1542)
  • (warning) Postponed to version 9.4: Users are informed if they request the deletion of a document that is currently being processed. They are prompted by a dialog to either cancel the deletion or execute it. (internal: TUK-2060ERA-9203)
  • (warning) Postponed to version 9.4: Users are supported by digitally grouped (thousands separation, e.g. 4,711.98 for EN / 4.711,98 for DE / 4'711.98 for DE-CH) data fields in processes. (internal: TUK-1941)

yuuvis® RAD management-studio

  • Discarded: Administrators can enable and disable the signature capability in yuuvis® RAD management-studio (internal: TUK-1947)

9.4 – 13 JUN 2023

yuuvis® RAD core-service

  •  Postponed to version 9.14: The integrity check operation checks a given retention time as well and repairs deviations if requested. (internal: TUK-2498)

yuuvis® RAD management-studio

  • (warning) Discarded: Administrators can enable and disable the signature capability in yuuvis® RAD management-studio (internal: TUK-1947)

9.6 – 11 JUL 2023

yuuvis® RAD core-service

  • (warning) Postponed to version 9.14: The integrity check operation checks a given retention time as well and repairs deviations if requested. (internal: TUK-2498)

yuuvis® RAD designer

  • (warning) Postponed to version 9.8: String fields can be included in context search and saved searches by configuration instead of form scripting. The new Autocomplete URL field can be used to configure a URL to a custom microservice that provides the autocomplete functionality. (internal: ERA-9224, TUK-19)

yuuvis® RAD client

  • (warning) Postponed to version 9.8: Users are supported by optimized labels regarding the classification of file formats. (internal: TUK-2516)
    • File types word, cell, and show form Hancom Office are classified as Word processing (formerly word), Spreadsheet (formerly excel), and Presentation (formerly powerpoint).
    • Files of the mime-types application/x-7z-compressed and application/x-rar-compressed are classified as Archive (formerly zip).
    • Files of the format html are classified as 'Text'.

9.8 – 08 AUG 2023

yuuvis® RAD services

  • On this date, we will be able to decide whether we will be able to offer the integration of Adobe Sign into our signing service as well in one of our 9.x releases.

yuuvis® RAD designer

  • (warning) Postponed to version 9.12: String fields can be included in context search and saved searches by configuration instead of form scripting. The new Autocomplete URL field can be used to configure a URL to a custom microservice that provides the autocomplete functionality. (internal: ERA-9224TUK-19)

yuuvis® RAD client

Remark: The migration of the client with the component version 10.0.0 from Angular 12 to Angular 15 is entering the final phase. Therefore, we decided to freeze the coding of the current client. So no new client features are planned for yuuvis® RAD 9.8.

  • (warning) Postponed to version 9.12: Users are supported by dynamic lists that are based on the new property Custom autocomplete of a string field. (internal: ERA-9224TUK-19)
  • (warning) Postponed to version 9.12: Users are supported by optimized labels regarding the classification of file formats. (internal: TUK-2516)
    • File types word, cell, and show form Hancom Office are classified as Word processing (formerly word), Spreadsheet (formerly excel), and Presentation (formerly powerpoint).
    • Files of the mime-types application/x-zip-compressed, application/x-7z-compressed, and application/x-rar-compressed are classified as Archive (formerly zip).

9.10 – 05 SEP 2023

yuuvis® RAD client

  • (warning) Postponed to version 9.12: The mass editing of the metadata of objects from the same type has been optimized. The object metadata form consists of tabs with grouped fields. When changing objects, the tab that had focus stays the same and does not revert to the first tab. (internal: TUK-3090)

yuuvis® RAD management-studio

  • (warning) Postponed to version 9.12: It is possible to configure that emails sent by the backend are using OAuth2 authentication for Microsoft Office 365. Background: Microsoft has deprecated the use of basic authentication.

9.12 – 03 OCT 2023

yuuvis® RAD client

  • (warning)Postponed to version 9.16: 
    Users are supported by optimized labels regarding the classification of file formats. (internal:TUK-2516)
    • File types word, cell, and show form Hancom Office are classified as Word processing (formerly word), Spreadsheet (formerly excel), and Presentation (formerly powerpoint).
    • Files of the mime-types application/x-zip-compressed, application/x-7z-compressed, and application/x-rar-compressed are classified as Archive (formerly zip).

9.14 – 31 OCT 2023

yuuvis® RAD client

  • (warning) Postponed to version 9.16: It is possible to configure a Chart widget that allows to present specific data in three types of diagrams. It is possible to specify an object type, specific filters, and the property for the aggregation like a catalog. (internal: TUK-3004)

9.16 LTS – 12 DEC 2023

yuuvis® RAD client

  • (warning) Postponed to version 10.0: Users are supported by optimized labels regarding the classification of file formats. (internal: TUK-2516)
    • Files of the application Hancom Office of its type 'word', 'cell', and 'show' are classified as 'Word processing' (formerly 'word'), 'Spreadsheet' (formerly 'excel'), and 'Presentation' (formerly 'powerpoint').
    • Files of the mime-types application/x-zip-compression, application/x-7z-compression, and application/x-rar-compression are classified as 'Archive' (formerly 'zip').
  • (warning)Feature discarded. For power users: The autocomplete field offers a simple takeover of the best matching element in the suggestion list. (internal: TUK-3770)

yuuvis® RAD agent

  • (warning) Postponed to a later versionThe agent retries longer to re-establish a connection when starting up. (internal: TUK-3175)