Directory Manager. Version History. Identity Management for Healthcare

Transcription

1 Directory Manager Version History Identity Management for Healthcare

2 Version Content New Functionality: - Web Portal Improvements: o Addition of Terms and Conditions options to Add User page o Addition of linked drop-down fields to Add User page o When searching for Managers or Assistants in the Add and Amend User pages, role information is now displayed to aid selection of the correct employee o Mouse tool-tip feature in Pending Transactions pages made more useful - Fixed issue that was displaying incorrect number of failed transactions New Functionality: - Addition of secondary ID check. Primary link between Directory Manager and Active Directory remains (EmployeeID) but option added to check a second unique id. When configured, if a record is assessed as new, a check will be made to see if the second unique ID exists. If so, the primary ID is updated and the transaction re-assessed. Added to overcome scenarios where the primary unique ID can change. - Option to have date picker fields in the web portal Add and Amend User pages - Overhaul of the automated processing engine. Ensured that any transactions matching a rule or ruleset that do not require approval are processed. Audit record also added per transaction indicating automated processing. - The check for leavers process now checks date value only, removing the check on the time value that occasionally caused leavers to be listed repeatedly - Ensured that Exchange load balancing can be achieved by not supplying a mailstore value in the Exchange configuration/rules - Ensured that when logging off the web portal all open details pages are also logged off - Improved the group management reporting to ensure that failed groups are named and that the overall success is Fail. - Fixed an issue that occurred when trying to freeze transactions without a department value - Fixed an issue where a transaction could be approved twice - Amend Search now finds users if a downsynch is in progress - Profile folders now created if they are the only folder type being created - Fixed the issue introduced in v2.6.0 were an error would be logged if a transaction is assessed as type 16 - Added better SQL locking within the web portal - Fixed issue where SQL databases tables were not being managed correctly (tblinterim, tblinputmatch) - Updated BDS branding in web portal New Functionality: Page 2 of 8

3 - Rename now a separate Transaction Type. Rename transactions now have their own rules, configuration and improved reporting - The "Approval All", "Approval All Pages" and "Suspend All" buttons can now be hidden - When using other formatted values in the Display Name, the Display Name is updated when the value changes - Missing Audit results in the web portal corrected - Issue with "Approval All" option approving renames as well as Changes resolved - Failed Rename transactions listed under failed Change corrected - The Amend Page now displays all details for an existing user - The "MinDaysFutureDate" option in the web.config now works as expected New Functionality: - Review of SQL Server and Host server configuration and suggested configuration documented. - Now possible to use space characters within name values (Surname, Display Name, Logon names) - Resolution of department value not being saved to database when using the Add User feature in v XML data no longer saved for Existing data types New Functionality: - Ordering of account processing changed, New and Changes processed before Existing - Pick-lists in the web portal are now derived from SQL views - When selecting Managers and Assistants in the web portal Add User page, the EmployeeID value can now be optionally hidden Changes where the Active Directory field is blank were not being detected - When selecting Managers and Assistants in the web portal Add User page, users without an EmployeeID value are no longer listed - Occasional issue when setting password on new user account - Repeated alerts sent to managers with an apostrophe in their surname New Functionality: - Ability to approve all transactions in the web portal (not just by page) - Ability to export web reports directly from the index page - Minor improvements to the EPS configuration and rules engine - Minor improvements in the Configuration Client - Web Portal fixes to ensure all mandatory fields are highlighted - Removal of the redundant Crystal Reports tab in the Configuration Client Page 3 of 8

4 2.4.0 New Functionality: - Web Portal Improvements o Overhauled and improved the Add and Amend pages o Moved reporting to web portal so reports can be viewed/exported as required o Improvement in the end user data captured from the Add and Amend pages - Configuration Client updates o Process Results searchable by name o Process Results now scrollable and copy-able o Able to send reports through the client o Changes to watchers and notifications are auto-saved o Redundant "Export Functionality" removed - Logging of "Existing" transaction updates improved - New field added to provide far better control of NHSmail submission content - Logging of sent alerts and notifications improved - Removed limitation where previous transactions would prevent further updates from processing - Recent files list now managed to remove historic entries - Suspended records no longer included in assessment - Irrelevant fields can now be removed from changes and audit view - Processing of manager field improved to avoid problem scenarios with managers that do not exist - Fixed scenario where "Existing" transaction updates were removing Amend records - Web portal SQL queries improved New Functionality: - Logging added to aid resolution of reported problems - Identical logon names now guaranteed when creating both logon values - Issues with the process of suspending, freezing and un-freezing records - WhenModified data presented correctly - Time no longer taken into consideration when identifying leavers New Functionality: - Minor Web Portal additions o Requestor "Domain" information recorded in Add User page o Select All option added to Pending Transaction pages o Transaction approver now displayed in Audit pages - Investigation into reported service crashes effecting some users - Verification that Directory Manager continues to use a mailbox database when moved in an Exchange Distributed Availability Group - Issue with invalid manager data causing user update not to complete Page 4 of 8

5 2.3.1 New Functionality: - Ability to prevent fields being updated for New transactions (previously only existed for Change transactions) - Ability to configure fields displayed on web portal Directory Search User page - Can now use the <Enter> key on web portal search pages to trigger a search - Amended Directory Search to not include records that no longer exist - Issue with text wrapping on web portal Directory Search User page - Issues experienced when adding apostrophes in the web portal User Update page - Issue with setting manager field when the New user account exists in a different domain to the manager New Functionality: - Refresh of the web portal Transaction Management pages, including: o exposure of Rename transactions o direct links to specific Department/Transaction Type pages o exposure of Transaction Type totals o addition of Suspended Search page o other minor improvements - Improvements to the web portal Add User page, including: o exposure of mandatory fields o better use of department, personal title and fields o Separation of Add User and Amend User configuration allowing different configurations o Addition of memo field - Support for ESR GOI2 files - Further indexes added to SQL tables to improve performance - Management of Leavers overhauled, far better detection of leavers and control of the leaver approval process - Suspended records that are approved no longer get "stuck" - Existing transactions are now processed immediately - Processing of apostrophes in names no longer causes problems - Timeout errors experienced when using web portal - Authentication issues when using Update Own Details page - Network traffic utilisation by Data Input Service vastly reduced New Functionality: - Ability to encrypt unique ID value used by Directory Manager Use of ampersands in web portal - Issue with freezing records resolved - On Add User page, limited manager list to current context Page 5 of 8

6 Rights occasionally applied to root folder of home folder structure - Rename fails gracefully when unable to rename folder - Resolution to the service cast errors that prevented normal service operation - Transactions remain greyed out and not processed after approval in web portal - Manager ID not displaying correctly when selected in the Add User web portal page - Resolution to the Year, Month, and Day parameters describe an unrepresentable DateTime error logged at end of each month - Add User and Edit User layout improved - User photo placeholder improved - Error that prevented tblnputexpirationassess being populated corrected - Manager value now saved correctly when adding/editing a user through the web portal New Functionality: - New service "Extended Provisioning Service" added, creating the ability to call external scripts and Powershell scripts/commands when user provisioning through Directory Manager - Ability to hide web portal menu options for non-administrators - Ability to add a minimum length when adding Expiry Dates to manually created users - Ability to configure the size of the generated unique key for manually added records - The "Remove" option in Suspended Transactions has been replaced with "Freeze" enabling records to be unfrozen using the Configuration Client. - Hover text fixed on the Rename and Suspend web portal pages - Group rule result handling improved - Stopped user accounts that have had the unique ID value removed from being marked as leavers - Web portal paging improved New Functionality: - Can now add and update records directly through the web portal to be processed onto Active Directory - Ability to set administrators of single departments - Ability to save ESR data in completely raw format in the SQL database - Process results now lists by user as well as by file - Application of security rights to created home, profile and WTS folders now logged - Can now change fields used by and displayed in the web portal directory search - We portal page links re-ordered to a more logical sequence - Completion of one data source import can trigger a second data source - Addition of extra fields to the schema employeetype and POBox - Updates to web portal add user functions Page 6 of 8

7 - All web portal searching now consistently uses wildcard search option - Report notifications last date sent now recorded - Fix for user self-update functionality - Fix for creation of records on AD-LDS and Active Directory simultaneously - Setting manager value ESR reference stored in a different field corrected - generation on rename in Exchange 2010 fixed - Fix for un-freezing records through the configuration client - Fix for multiple s sent when no data in report - Fix for s not sending when one report has no content New Functionality: - Ability to store input data in its raw form separately in the database - FTP tool for retrieving ESR GOI files from McKesson FTP hub - Check for leavers moved to separate cycle to improve processing times - List-type notifications now send an when there is no data - Fix for statistics displayed for View data types - Fix for records that became "orphaned" after approval - "HideFromAddressBook" setting now takes effect correctly on Exchange 2007 and New Functionality: - New COS file function "NotEqual" added - Correction to the management of the "Hide From Address Book" setting - Records now excluded from all rules if matching an AD/ADAM exclusion rule - Other issue resolution New Functionality: - Read data from SQL views - Data Watchers switched to polling rather than triggered by events - Support for multiple data sources - Support for management of AD LDS (ADAM) - Ability to send CSV file reporting by - Ability to have approvals per department - Web portal user self-update added - Web portal directory search features added - Web portal manual creation of records added - Web portal details of service activity posted - Web portal ability to define views of pending transactions - Web portal changes shown in mouse hover text - Web portal addition of pending transaction search - Web portal addition of web-based reports - Addition of database clean-up routine (removal of logs older than 180 days) - Global release version added and made visible in Web portal - Manager field can be managed from NI Number Page 7 of 8

8 - "Sequence Contains No Elements" errors logged in database - GUI issues when adding notifications - Active Directory OU and group browse collection now cached - Occasional "cast" error in web client - Termination date adds an extra day to prevent locking at the start of the day of leaving New Functionality: - WTS folder support - Support for Exchange "object error not found" error logged in database - Data input Service operation - Notification Service memory usage - Calling Powershell v2 when working with Windows Server Updating second domains - Reporting on disabled accounts no longer logged as Fail - Logon and pre-windows 2000 logon names now issued with the same incrementor - Exchange technology no longer called when Exchange not being managed - Logon names greater than 20 characters now handled correctly New Functionality: - New COS file function "MidTrim" added - Data Input Service closing unexpectedly when monitoring watched folder - Leavers can be disabled in situ if required - "Select * from eventfilereceived" errors in database resolved New Functionality: - Ability to use last initial in Name Format Initial Release - Automatic export not working - Erroneous folder created under Program Files - Manager field not set - Blank lines on import effect COS processing - Questions over management service operation - Users not disabled by Change rule - AND value not respected in rules - Apostrophe in department causes problem in web client - Error in web client when approving changes Page 8 of 8