Open Retention Manager 3.1 Released

Open Retention Manager 3.1 Released

Submitted by FontisAdmin on Thu, 12/06/2012 - 03:07 in

We are pleased to annouce ORM 3.1 has been released. In this version we have addressed some performance and scaling issues in our software to prepare for further enterprise integration capabilities and a substantially enhanced records inventory capability. Quite a number of small enhancements, many based on customer feedback, where implemented. Ongoing efforts to fix minor defects and improve overall product quality continued. A summary of changes is listed below. See the release notes section of our knowledge base located on the Fontis Support site for a complete listing of changes.

Classification Codes
  • A system prefix has been added to classification codes throughout ORM. This was done to support duplicate codes in different object types. For example, previously you could not have a Retention Rule and Legal Source with the same code. With the new manual coding feature, this became a problem. Now each object type has its own system prefix to prevent to potential conflict.
  • There is an administrative setting you can use to show or hide these new prefixes throughout ORM.
UI & Web Forms
  • Multiple enhancements to error message handling, details in the treegrid displays and the sizes of many of the pop-up windows have been increased for easier viewing and sizing is now automatically set based on your browser window size.
Filters
  • Mapping Type filters have been added to all of the treegrid pages that display mappings. Now you can choose which mappings you want show or hide.
  • Multiple new filters to the Record Class Taxonomy, Legal Source Library and Rules Library have been added.
Mapping Pop-up Window
  • Will now only display “Enabled” objects in bottom grid. If an object is disabled, the intent is that this object is not available to be mapped.
  • You can now drop your cursor into any justification text cell (bottom/new and top/existing) to edit the justification text within the grid.
Retention Objects
  • Meta data fields on the "view" tab of the object pop-up window are now displayed with the same grouping labels that are used on the edit form.
  • "Min Period Rational" and "Min Period Rational Units" fields were added to Retention Rules.
  • A "Preservation Order" field was added to the Data Source.
Data Uploader
  • Multiple enhancements to support all content types and an improved method for uploading mappings using an external ID.
Notifications
  • Multiple enhancements to fully support data map objects.
  • Permissions bug fixed when sending notifications.
Maintenance Dashboard
  • Legal Source updates are now grouped by LDS code (many versions under one parent).
  • Multiple enhancements and bug fixes to delivery and caching of Legal Data Sources and Legal Index nodes.
Taxonomies
  • There is a New Legal Index page located under the Taxonomy menu. This is a read-only view of the Legal Index that is delivered as part of the Fontis Legal Data Service (LDS).