Release Plan

Planned Results

The following results are planned for the 10.x release:

1. Extended system security and increased automated tests

2. Improved user and administrator productivity, including documentation

3. Improved no-code/low-code procedures

4. Improved OEM capabilities

Breaking Changes / Deprecated Features

Breaking changes and deprecated features are documented in this section.

Planned features/updates for version 10

Highlights

Major highlights

• Extending the customizable dashboards (10.6 - done)

• Microsoft O365 integration for viewing and collaborative editing of Microsoft Office files (10.0 - done)

• The OCR-service supports the use of Tesseract as an alternative for Abbyy Finereader (10.0 - done)

• Systems integration with Insiders smartfix: XRechnung/Factur-X (extraction & viewing)

Other helpful features

• The new object-type right Share can be configured for roles in the designer. The client offers the corresponding object-action Share only to users with this right (10.0 - done).

• The new string property attribute Autocomplete allows the client to fetch catalog values from a custom microservice. This is an alternative to the string property with the attribute Dynamic list which cannot be used for forms in some cases due to required client scripts.

• The search is extended:

  • Placeholders are introduced for date and datetime ranges like Today, Yesterday, This month, etc., as well as with #currentuser# for a user/group property. These placeholders are resolved when using saved searches too.

  • The operator ≠ is introduced for properties of type number, catalog, dynamic list, and auto-complete to search for not the given term.

Highlights after version 10

• Systems integration: CMIS (alternative for SAP^® ArchiveLink for SAP^® S4/HANA), Exchange Online (yuuvis^® RAD MAS)

• One-click smart indexing: A click or touch on a string in the PDF-based preview transfers it to the focused form field.

• Automation through AI: Automatic classification and indexing of documents

• Data growth/cloud: Improved hosting (Docker), shared elastic search clusters

Update of 3rd Party Components

When reaching version 10 LTS, all parts of the system will receive updates to keep the system on track regarding support and security, especially:

• Wildfly Application Service

• Drivers of the supported databases

• Spring Boot for service infrastructure

• Elasticsearch & IntraFind Plugin

O365 Integration

This feature supports users to preview and edit Microsoft Office files that are saved in yuuvis® RAD on the basis of the Microsoft O365 online platform. For editing such a document you need your own account on this Microsoft platform.

Two new microservices are added to the yuuvis® RAD service infrastructure. One is transferring the current file to and from the Microsoft O365 platform. The Dashlet Service offers a previewing interface that is integrated into the client. Collaborative editing is possible as well. The last user leaving the editing session leads the first service to write the file back as a new version.

See Microsoft's Considerations for security and privacy

Open

Architecture

License Control

This new feature is a breaking change in the general use of yuuvis® RAD. In the past, the system did not control its use by any license key. Beginning with version 10.0 the system will control its use checking a license key that has to be brought into the system. So take care having requested your key from your sales contact before updating the system. The concrete procedure will be described here in the near future.

• The license key will contain:

  • The type of use: PROVISIONAL (initial license), PRODUCTION, TEST

  • The number of named and concurrent users as well as the expiration date until the system can be used in case of a subscription or a trial system.

    • A system that just was installed will contain a PROVISIONAL_UPDATE license which has to be exchanged with a PRODUCTION or TEST license.

  • The clusterID of the system is created while the database is set up during the installation.
    Remarks:

    • If the database is set up again, another clusterID is created and a new license file is needed.

    • In all of the following cases, no new license file is needed:

      • Change of the number of CPU

      • Change of the RAM memory

      • Change of the network MAC address

      • Addition/removal of the network card

      • Relocation of the virtual machine to another physical server

• In the management studio, a named user license can be assigned to a user. The default is concurrent. 

• License control

  • When the system starts the first time after installation, a PROVISIONAL license is activated and contains 5 concurrent users, 1 named user for the root user, and a maximum of 5 object types to be used. The expiration date is set to one month after the first start of the system.

    • In case of an update, a PROVISIONAL_UPDATE license is activated and contains 1000 concurrent users, 1 named user for the root user, and a maximum of 200 object types to be used. The expiration date is set to one month after the first start of the system.

  • Before the update of a production system, the license has to be requested by OS upfront to keep the downtime short.
    The license request has to include the clusterId of the system that can be fetched from the REST-WS interface in the view 'System information'. This file must be saved in the config folder of the core-system.

  • When the expiration date is reached, the system can be used for an additional 3 days but users cannot create new objects or edit existing ones. After this time, only the root user can log in.

  • Once all named user licenses have been used up in the management studio, no further users can obtain one.

  • If users log in and the number of logged-in users has reached the limit of concurrent users these users will get the info that they have to wait until another user has logged out. Each revised login is written into the security log so it is possible to get a report from it.

• License management

  • Customer: In the REST-WS interface a new view will show license information, the current license file can be downloaded (the PROVISIONAL license file needs to be handed over to OPTIMAL SYSTEMS to get a PRODUCTION or TEST one), and a new license file can be uploaded and activated.

  • A license file will be generated by a tool that includes specific parameters. This tool will be handled by OPTIMAL SYSTEMS only.

    • After version 10.0: A portal will support maintaining the keys and the installed services can be directly connected.

Next Minor Releases

In the following section, only highlights will be listed.

10.12 – 17 SEP 2024

yuuvis® RAD client

• The language files for Chinese, Japanese, Korean, and Thai are installed with the client.

• When searching, simple range searches can be used in a date field like yesterday, today, tomorrow, this week, last week, next week, this month, last month, next month, this quarter, last quarter, next quarter, this year, last year, and next year. Searches with such ranges can be saved and reused.

• The search form field of the type organization provides the search with the placeholder #currentuser# which can be reused in a shared Saved search.

• The search form field of the type number provides the additional operator ≠ that finds objects not containing the entered term.

• In the Inbox, it is possible to Return all accepted tasks in one step so that other users can work on them and not do this for each task.

• In the Inbox, it is possible to show the preview of a document file that is part of the process file within the task form table edit dialog. Currently, users must close the dialog to see the document in the inbox.

yuuvis® RAD services

• Breaking Change: The repository-manager will be replaced by two new SAP-certified microservices, RMALINK service for SAP ArchiveLink and RMILM service for SAP ILM. Manual configurations are necessary.

10.14 – 15 OCT 2024

License Management

• The license file can contain a parameter for a maintenance expiration date. This parameter is shown as information in the license view of the REST-WS interface.

yuuvis® RAD client

• It is possible to filter the Inbox with a process model.

• The search form field of the type catalog provides the additional operator ≠ that finds objects that do not contain the entered term.

• After the installation, it is possible to set the application language to Chinese, Japanese, Korean, and Thai.

yuuvis® RAD services

• The gateway-service supports the login with a native OAuth2 connection, tested and documented for Microsoft Entra ID and Keycloak.

10.16 – 18 DEC 2024

yuuvis® RAD client

• The search form field of the type dynamic list and auto-complete provides the additional operator ≠ that finds objects that do not contain the entered term.

• To hide the list of object actions that allow the export of a document file like downloading or sending via email, it is possible to configure the client not to offer such depending on the user roles.

• The export of the CSV file for a hit list can be requested to include the link to the object.

• Postponed to a later version:

  • For compliance regulations, it is possible to add a comment when a document is shared.

  • A user with administration rights can share a dashboard configuration with roles.

  • A user can revise a shared search.