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75:releasenotes [2020/05/19 03:34] emr75:releasenotes [2024/02/15 00:00] (current) – external edit 127.0.0.1
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 ====== Release Notes for Stages 7.5 ====== ====== Release Notes for Stages 7.5 ======
  
-Product development is getting more complex and so are the respective processes. Stages version 7.5 adds new capabilities to provide an even better understanding of complex processes than before.+Product development is getting more complex and so are the respective processes. Stages version 7.5 adds new capabilities that allow end users an even better understanding of complex processes than before.
  
 In addition, the new version contains a set of new features to support large and heterogeneous organizations on a single Stages instance and reduce manual administration efforts for those setups. In addition, the new version contains a set of new features to support large and heterogeneous organizations on a single Stages instance and reduce manual administration efforts for those setups.
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 ===== Scroll and Zoom for Visualizations ===== ===== Scroll and Zoom for Visualizations =====
  
-One highlight of the new 7.5 release is the new handling of larger process visualizations. Very similar to popular products like Google Maps or Mapquest, users can now zoom into visualizations, use the mouse to scroll the diagrams via "drag and drop", and snap it to the whole screen size.+One highlight of the new 7.5 release is the new handling of larger process visualizations. Very similar to popular products like Google Maps or Mapquest, users can now zoom into detailed visualizations, use mouse or fingers to scroll through the diagrams via "drag", and snap it to the whole screen size.
  
 {{youtube>2w2nLBqN4cU?large&rel=0}} {{youtube>2w2nLBqN4cU?large&rel=0}}
  
-Check out the above video to see it in action.+Check out the above video to see it in action. Turn on HD for best results.
  
 ===== Process Details* ===== ===== Process Details* =====
  
-Engineering processes typically contain a lot of activities like "Review and Approve Work Product", "Baseline Work Product" or "Verify Work Product". With the new Process Details feature, the review, baseline, or verification process can now be modeled as a separate workflow and associated with the respective activity. When a user views this activity in swimlane view, the detail workflow is directly shown as a second swimlane diagram.+Engineering processes typically contain a lot of activities like "Review and Approve Work Product", "Baseline Work Product" or "Verify Work Product". With the new Process Details feature, the review, baseline, or verification process can now be modeled as a separate workflow and associated with the respective activites. When a user views these activities in swimlane view, the detail workflow is directly shown as a second swimlane diagram.
  
 [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=c77b0c&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/processdetails_1.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/processdetails_1.png?direct&800x481  }}]] [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=c77b0c&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/processdetails_1.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/processdetails_1.png?direct&800x481  }}]]
  
-Of course, the detail diagram is also clickable and the user can navigate through the detail process.+Of course, the detail diagram is also clickable and lets the user navigate through the detail process.
  
-The new feature can also generally be used to cross-reference other workflows from across whole process landscape.+The new feature can also be generally used to reference other workflows all across the whole process landscape.
  
 ===== Value Streams* ===== ===== Value Streams* =====
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 [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=7b3187&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/valuestream_1.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/valuestream_1.png?direct&650x400  }}]] [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=7b3187&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/valuestream_1.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/valuestream_1.png?direct&650x400  }}]]
  
-Value stream mapping itself has been around for quite some time, especially in manufacturing and supply chain management. With the recent desire to use agile development methods at large scale, it is more and more also used in product, systems, and software development. Please [[pmr@methodpark.com?subject=Value Streams with Stages|contact us]] to learn more about how to use it with Stages.+Value stream mapping has been used for quite some time, especially in manufacturing and supply chain management. With the recent desire to use agile development methods at large scale, it becomes more and more popular also used in product, systems, and software development. 
 + 
 +Please [[pmr@methodpark.com?subject=Value Streams with Stages|contact us]] to learn more about how to use it with Stages.
  
 ===== Enhanced Visualizations* ===== ===== Enhanced Visualizations* =====
  
 To provide more insight into the process models several visualizations were enhanced. To provide more insight into the process models several visualizations were enhanced.
 +
 +[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=3ad5d7&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/statechart.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/statechart.png?direct&800x239  }}]]
  
 A new States diagram for work products shows a state chart which contains all states of a work products, the activities performing the state transitions, and the responsible roles for those activities. A new States diagram for work products shows a state chart which contains all states of a work products, the activities performing the state transitions, and the responsible roles for those activities.
  
-[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=3ad5d7&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/statechart.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/statechart.png?direct&800x239  }}]]+[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=be90bf&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/sipocwroles.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/sipocwroles.png?direct&700x352  }}]]
  
-The activities in the role diagram can now be grouped by their respective workflowwhich is useful if the diagram contains many activitiesA new "Phases" switch was added to lay out the activities by phase, which provides more insight into the timing perspective.+The SIPOC table diagram has been enhanced with a new switch that shows all involved roles for each activity. All roles are marked with (R)(S), etc.to show the type of involvement in RASIC style.
  
-The workflow grid diagram can now be grouped by responsible role.+A new "Phases" switch in the role visualization can be used to layout the activities by phase, which provides more insight into the timing perspective of each role.
  
-Various other improvements have been made to the standard configuratione.g. a standard duration attribute for activities, which can be used in the export for project planning.+Finallythe activities in the workflow grid diagram can now also be grouped by responsible role via the new "Grouping" switch.
  
 ===== Support for Multiple Organizations on one Instance ===== ===== Support for Multiple Organizations on one Instance =====
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 ==== Role Group Support ==== ==== Role Group Support ====
  
-TODO+Large organizations typically use a large workspace tree that requires many permission groups for a proper access model. As many of those groups have the same set of permissions and only differ in the impacted workspaces, a new role-group assignment mechanism has been added to make the management of those situations more efficient. 
 + 
 +[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=4cac53&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/user-role-group-permission-workspace.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/user-role-group-permission-workspace.png?direct&600x295  }}]]With the new assignment, which is marked in blue in the above diagram, users can retrieve their permissions through the user-role-group-permission chain. The workspace of the role overrides the workspace of the permissions in this case, if the permission has the special "inherit from role" scope set. 
 + 
 +This is especially useful to efficiently manage access to a large number of project processes by defining special groups like "Project Manager" and "Project Member" and assigning the process roles to those groups. 
 + 
 +[[:75:users_groups_permissions|See here for more details]] on how to best use it.
  
 ==== License Pools ==== ==== License Pools ====
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 Each organization can now have its own pool of licenses. Each pool is configured in a separate license file. Users can then be assigned to one of the configured pools. Each organization can now have its own pool of licenses. Each pool is configured in a separate license file. Users can then be assigned to one of the configured pools.
  
-To automatically assign users to their respective license pools via SAML attributes, they can now be calculated via JavaScript expressions.+To automatically assign users to their respective license pools via SAML attributes, these can now be calculated via JavaScript expressions.
  
 [[:75:integration:saml#configuring-stages-attributes-in-default-matcher-section-with-javascript|See here]] for more info. [[:75:integration:saml#configuring-stages-attributes-in-default-matcher-section-with-javascript|See here]] for more info.
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   * PTC Integrity Lifecycle Manager   * PTC Integrity Lifecycle Manager
-  * IBM Rational Team Concert+  * IBM Engineering Lifecycle Management (formerly know as Rational Team Concert)
   * Jira Cloud   * Jira Cloud
   * Redmine   * Redmine
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 [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=030086&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/admin-usersessions.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/admin-usersessions.png?direct&600x329  }}]] [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=030086&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/admin-usersessions.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/admin-usersessions.png?direct&600x329  }}]]
  
-Two new graphs show the average number and length of the user sessions and how many individual users have logged into Stages per day. The numbers can be shown for a the last 30 days, three months, or one year. The second chart shows the growth of the overall user base. It is most useful when SAML or LDAP On Demand authentication is being used, because then user accounts are only created upon first login.+Two new graphs show the average number and length of the user sessions and how many individual users have logged into Stages per day. The numbers can be shown for a the last 30 days, three months, or one year. The second chart shows the growth of the overall user base by displaying the trend of all active users.
  
 In addition, Stages administrators are now able to see the time of the last login and the number of overall logins for every user. In addition, Stages administrators are now able to see the time of the last login and the number of overall logins for every user.
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 ''stages.getAllUsers()''  returns an array of all users. ''stages.getAllUsers()''  returns an array of all users.
  
-A new entity descriptor ''user.getEntities("containsUserGroup@SYSTEM")''  returns all groups of a specific user and ''group.getEntities("containsUserGroup@SYSTEM")''  returns all users that are members of a specific group. Every group has ''Id'', ''Name'' , and ''Guid''  attributes.+A new entity descriptor ''user.getEntities("containsUserGroup@SYSTEM")''  returns all groups of a specific user and ''group.getEntities("containsUserGroup@SYSTEM")''  returns all users that are members of a specific group. Every group has ''Id'', ''Name''  , and ''Guid''  attributes.
  
 ===== Support for Latest Oracle and MySQL Versions ===== ===== Support for Latest Oracle and MySQL Versions =====
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 Please note that you need to download and install new JDBC drivers to connect with these database versions. Please note that you need to download and install new JDBC drivers to connect with these database versions.
 +
 +===== Administrative Changes =====
 +
 +Custom URL rewrite rules can be added to the ''rewrite.config''  by editing ''…/conf/rewrite-customer.config''  and executing ''update.bat''  or ''update.sh''. The custom rules will be added to the end of the generated ''rewrite.config''. If custom rules are needed at the beginning of the rewrite configuration, create a file named ''rewrite-prefix-customer.config''  in the conf directory.
 +
 +The secure mode is enabled by default now. This means that certain security-relevant headers will be set in HTTP responses and the HTML plugin in the editor will not be shown. If you need to deactivate the secure mode, you can do this by adding the property ''global.secureMode.enabled''  with value "false" to config.xml. If you want the secure mode to be activated, but still want to use the HTML plugin, set the ''global.secureMode.allowHTMLPlugin''  property to "true".
 +
 +The new ''mergeUserGroups''  commandline script merges user groups with identical permissions. Execute the script with -d option in order to perform a dry-run and use -h to show all other available options.
 +
 +Displaying the last login and login count of each user can be disabled via the ''administration.users.showLastLogin''  configuration property (default: true).
 +
 +Search for users within a user group is now available and various other improvements were made in the user-group-permission management.
  
 ===== Mandatory Manual Actions ===== ===== Mandatory Manual Actions =====
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   * The search index folder ''…/stages/elasticsearch/data/node/0''  needs to be deleted. It will be automatically recreated after the restart.   * The search index folder ''…/stages/elasticsearch/data/node/0''  needs to be deleted. It will be automatically recreated after the restart.
   * Adjust the ''Resources''  section in ''server.xml''.   * Adjust the ''Resources''  section in ''server.xml''.
-  * To use Stages with MySQL 8, a new JDBC driver needs to be downloaded, installed, and configured.+  * If Oracle 19c or MySQL 8 are being usedthe JDBC drivers need to be updated.
   * Other smaller changes for specific configurations.   * Other smaller changes for specific configurations.
  
 [[:75:mandatory_manual_upgrade_steps_for_version_75|See here]] for full details. [[:75:mandatory_manual_upgrade_steps_for_version_75|See here]] for full details.
 +
 +Also, if you have customized readiness checks (a.k.a. validators) in your metamodel, those might need to be recompiled for 7.5. If you use the Unified Configuration metamodel ask your product consultant for the newest version.
  
 ===== Notes ===== ===== Notes =====
  
-For topics marked with <font 24px/inherit;;inherit;;inherit>*</font>: please contact your product consultant or the customer care team for more info on how to integrate those enhancements into your configuration.+For topics marked with *: please contact your product consultant or the customer care team for more info on how to integrate those enhancements into your configuration.