IMS Release Notes

• Rich Help Text in Records: We now allow rich help text to be specified at an attribute, group, page or Record Type level. This is displayed whenever editing or viewing a record and will be shown directly in the page next to the attribute, group or page, or in the case of Record Type help, in the record Overview page.
• Global Help Link: It is now possible to configure a "Global Help Link" via the "Look and Feel" section of the System Administration - Options page. When a URL is provided, it will be shown as a help link in the top right of every page in the IMS Web Client. This link can be used to provide business-specific help and guidance to all users.

IMS v6.1 - Active Directory Integration.pdf

IMS v6.1 - Attribute Rules User Guide.pdf

IMS v6.1 - Business Unit Configuration.pdf

IMS v6.1 - Data Sheet.pdf

IMS v6.1 - DR & HA.pdf

IMS v6.1 - ESM and ADM Integration.pdf

IMS v6.1 - Installation Guide.pdf

IMS v6.1 - OSS Licenses.pdf

IMS v6.1 - Security Configuration.pdf

IMS v6.1 - Theme Customization.pdf

IMS v6.1 - Workflow and Tasks.pdf

• Deeper Integration between ESM and IMS - Bringing summary information, risk, and sign off into IMS to make it a one-stop portal for working on change control.
• Enhancements to Audit History Export - Enabling users to easily review and better understand audit history related to extended time periods or to analyze a single field changing over time.
• Task Export: Ability to export the grid of open tasks
• Support for SQL Server 2022 - Allowing clients to keep up to date with the latest version from Microsoft.

IMS v6.0 - Active Directory Integration.pdf

IMS v6.0 - Attribute Rules User Guide.pdf

IMS v6.0 - Business Unit Configuration.pdf

IMS v6.0 - Data Sheet.pdf

IMS v6.0 - DR & HA.pdf

IMS v6.0 - ESM and ADM Integration.pdf

IMS v6.0 - Installation Guide.pdf

IMS v6.0 - OSS Licenses.pdf

IMS v6.0 - Security Configuration.pdf

IMS v6.0 - Workflow and Tasks.pdf

IMS v6 - Webhook Feature Possibilities.pdf

IMS v6.0 - QFEs

• Multi-select Dropdown Attributes: Multi-select dropdown attributes are now available throughout IMS. This new datatype behaves similarly to
  standard restricted value dropdowns, with the addition that a user may select multiple options from the list rather than just one. This type of attribute is available to use in records, workflows, views, bulk operations, rules and generally everywhere where record attributes are used.
• Copy Record: A new "<Record Type> Copier" role permits a user to create a copy of a record. The user can choose whether to copy everything, or to omit record documents or links. The new copy is created within the same folder as the original, with only the security role assignments inherited from this location. If the user requires any attributes in the new copy to be reset automatically to some value, this can be automated via a workflow initiated on record creation.
• New JavaScript Rules Engine: The engine that runs JavaScript rules on the IMS server has been replaced. Existing rules will work as they
  do in IMS 5.1, unless they use the lodash or moment utility libraries, which are no longer supported. The new engine improves on security and performance, as well as allowing rules to be written using newer
  JavaScript language features.

IMS v5.2 - Active Directory Integration.pdf

IMS v5.2 - Attribute Rules User Guide.pdf

IMS v5.2 - Business Unit Configuration.pdf

IMS v5.2 - Data Sheet.pdf

IMS v5.2 - DR & HA.pdf

IMS v5.2 - ESM and ADM Integration.pdf

IMS v5.2 - Installation Guide.pdf

IMS v5.2 - OSS Licenses.pdf

IMS v5.2 - Security Configuration.pdf

IMS v5.2 - Workflow and Tasks.pdf

1. Audit History Improvements: The Audit History user experience has been greatly improved. Users can now see the full history in one place and can also sort and filter the data by user, date and time, particular attributes being changed, and more. If a more complex analysis is needed, users can now also export the full audit history into Excel format for further processing.
2. Multiline String Attribute Values: String Attribute Values throughout the application now support multiple lines of text. Users can type or paste multi-line text and new lines and any indentations will be preserved.

3. Email Notification Digest: Workflows can notify users via email when a task is created or assigned, and when a notification activity is executed. This is very useful but in the case of scheduled workflows that run on all records at once, a single user may receive a large number of emails in a short time which can be overwhelming.

   With this enhancement, these emails can now be configured to send in a scheduled batch. Notifications in a batch are collected daily and grouped as one email per notification type for each workflow definition. This can drastically reduce the number of emails being received by users.

IMS v5.1 - Active Directory Integration.pdf

IMS v5.1 - Attribute Rules User Guide.pdf

IMS v5.1 - Business Unit Configuration.pdf

IMS v5.1 - Data Sheet.pdf

IMS v5.1 - DR & HA.pdf

IMS v5.1 - ESM and ADM Integration.pdf

IMS v5.1 - Installation Guide.pdf

IMS v5.1 - OSS Licenses.pdf

IMS v5.1 - Security Configuration.pdf

IMS v5.1 - Workflow and Tasks.pdf

• Configuration via UI: the following items can now be configured in the UI:
  • Record Type definitions
  • View Group administration
  • Security Roles
  • Business Units
  • ADM/ESM integration mappings
  • Security Mappings
• Case insensitive parameter access in rules: a new parameter has been added which is not case sensitive and will fail the rule if the parameter cannot be found, helping admins to spot broken rules more quickly.
• General UI Improvements: A range of components around the IMS website have been rewritten to be more responsive and to look more in-line with other ClusterSeven and Microsoft products.