DMFOLDERS
FOR OPENTEXT eDOCS
©
2014 – Wertheim Global Solutions LLC
Version Dated November 17, 2014
Contents:
===============================================================================
IMPORTANT
NOTICES
- LAST UPDATED August 8, 2008
GENERAL:
(8/18/08) If you were previously using a version of DMFolders dated
earlier than August 18, 2008, you must re-install triggers to fully support the
drag-and-drop functionality.
(12/17/07) In order to use DMFolders with WincArchive, you must use
the WincArchive triggers contained in versions dated December 17, 2007 or later.
(10/15/07) In order to use Wertheim Global’s
products with Microsoft SQL 2005, the SQL Server MUST be set to compatibility
mode 80 or lower using stored procedure sp_dbcmptlevel. This is because of the way SQL 2005
handles table joins in SQL.
(8/2/07) An issue has been identified where DMFolders and the
add-on modules will fail to start. This issue occurs if the DCOM settings are
incorrect. In the Default Properties, set the Default Authentication Level to
"None" and Default Impersonation Level to "Identify" as
follows:
Microsoft Windows 2000:
1. Select Start>Run, type DCOMCNFG, and press Enter.
2. Click the Default Properties tab.
3. Click the "Default Authentication Level" drop-down menu and select
"None."
4. Click the "Default Impersonation Level" drop-down menu and select
"Identify."
5. Exit and reboot the workstation.
Microsoft Windows XP:
1. Select Start>Run, type DCOMCNFG, and press Enter.
2. Expand Component Services>Computers>My Computer.
3. Right-click My Computer and select Properties.
4. Click the Default Properties tab.
5. Click the "Default Authentication Level" drop-down menu and select
"None."
6. Click the "Default Impersonation Level" drop-down menu and select
"Identify."
7. Exit and reboot the workstation.
Because many DMFolders functions need to be able to retrieve large
amounts of data, it is strongly recommended that the DM Server be configured
with the following values: In the Results tab, set the Maximum Size (KB) value
to 100,000KB, and set the Maximum Total Size (KB) value to 2,000,000KB.
(4/11/07)
Only DM5.1.0.5 SR5 MR3, or DM5.1.0.5 SR6 MR2 or later are now supported with
DMFolders (4/11/07). DM5.1.0.5 SR4 is NOT supported. (4/11/07)
When running DMFolders versions dated April 11 or later, you must
make sure that both the Maintenance and Autobuilder modules are updated to
these more recent versions. (4/11/07).
The computer running Wertheim Global applications must login to the
same domain as the DM Server, otherwise, SQL Passthru will generate an error (4/11/07)
DMFolders will not work in libraries that do not allow Duplicate
Document Names (4/11/07)
DMFolders performance can be improved if unnecessary and unused
columns are removed from profile forms. DMFolders will not work properly if the
same column exists multiple times in profile forms (4/11/07).
In
order to use WincMonitor 2.0 with versions of DMFolders dated 1/26/06 or later,
existing installations will require two columns added to the needs_foldering table. These columns must be added using
DESIGNER. The two columns are LOCK_TIME (a DateTime
column) and MACHINE_NAME (a Varchar column of 64
characters) (1/26/06).
Versions
dated 12/15/05 and later include a new function to allow users to permanently
unsubscribe to a folder. This new function includes a new table called
WINC_SUBSCRIPTION that must be created by running the Initial Setup – Setup a
Library menu option. Note that running this function on a system that already
has DMFolders installed will not affect any of the other DMFolders tables.
(12/15/05)
The
maximum size of rule parameters and templates is 762 characters. (11/30/05)
Do
not install Dynamic Folders (DVDP) on the same computer running any DMFolders
modules except Subscription (8/26/05).
When
updating an existing version of an Wertheim Global
application, please make sure to copy both the program's executable AND the
WincClasses.dll to the program directory. (8/11/04)
DMFolders
requires Profile Level Security be set to Y (Yes) for the library AND every
group (7/14/05).
If
you are running MSSQL 2000, you must install Service Pack 3 or later in order
to resolve issues handling text strings greater than 8000 bytes when the SQL
code pages for different databases are not the same (6/11/04).
You
must enable the system parameter to allow SQL passthrough
in order to run DMFolders (6/11/04).
In
certain instances users have reported problems starting our Fusion/DM5
applications and connecting to a library. In many of these cases, the issue is
with the SQL Passthrough configuration of the
workstation. If this is the case, please run the following statement from the
command-line to register the SQL Passthrough DLL:
For
PowerDOCS:
REGSVR32 c:\program
files\hummingbird\docsfusion\Pcdserverifps.dll
For
DM5.x:
REGSVR32 c:\program
files\hummingbird\dm extensions\dm api\Pcdserverifps.dll
Note
that these are the default locations for the pcdserverifps.dll; the location of
this file on your system may be different.
-------------------------------------------------------------------------------
Due
to known issues running process-intensive Fusion-based applications on
computers running Windows 2000 Workstation, we do not certify Windows 2000
Workstation as a platform for WINC products in a DM5.x environment. Therefore,
we recommend and support the use of Windows XP (any version).
-------------------------------------------------------------------------------
If
you are running DM5 or later with MSSQL, you MUST run the following SQL
statement on EACH database before using DMFolders for the first time:
SP_DBOPTION databasename,
'QUOTED IDENTIFIER', 'ON'
-------------------------------------------------------------------------------
If
you are running TBLCOMP to upgrade to DM5, you MUST remove or disable the
PROFILE_NEEDS_FOLDERING trigger before the upgrade, and then re-install or
enable the trigger after the upgrade is complete.
-------------------------------------------------------------------------------
Disabling
virus scanning software on a computer that is running DMFolders may improve
performance up to four-fold, especially if you have Verbose Logging enabled.
===============================================================================
You
are allowed to use DMFolders for evaluation purposes for a period of 60 days
from the program date, or 30 days from the date of installation, or a total of
15 times, whichever comes first. Unless you purchase and register this program,
DMFolders will cease to function after the expiration of the evaluation period.
===============================================================================
11/17/2014
Assorted
performance improvements.
5/20/2014
Enhanced error checking to resolve issue with
saving remote folder items.
10/19/2012
Added additional checking for the existence
of the parent folder in the PROFILE table to eliminate duplicates from being
created when an item exists in the FOLDER_ITEM table but was deleted from the
PROFILE table.
6/22/2012
Removed the hard-coding of the TYPE_ID of
FOLDER, which was originally put in place because of issues with the column
name in forms.
5/9/2012
Added
additional checking for folder existence when a part of the template does not
exist and is blank in the folder name
11/25/2011
Resolved
issues in removing duplicate folders when not all libraries that contain
folders or content are connected.
3/2/2011
Added
options to add documents to the needs_foldering queue
by Author and Typist.
9/8/2010
Resolved
issue with iProfile objects manifesting when
synchronizing columns between a folder item and a newly created folder.
6/21/2010
Resolved issue creating duplicate workspace
items when a user drags a DMFolders folder into the workspace and then
DMFolders searches to see if that folder already exists in the workspace.
6/29/09
Resolved
general AddFolderItem function failure in code where
setting profile object resulted in unexpected exit to error handler.
6/10/09
Resolved
issue with workspace items, when two folders with the same name, each in a
different library, needed to be in the same workspace. Prior to the resolution,
if a folder in Library A was in the workspace, but a folder with the same name
in Library B needed to be added, DMFolders would not add the second folder.
Resolved
issue when a folder in a workspace had a truncated version of a folder name and
duplicate copies of the same folder were being added into the workspace.
2/16/09
Added
menu option File – Lock Workstation on Go, which locks the keyboard while
DMFolders is processing.
Added
command line switches /L (loop continuously), /NL (don’t loop continuously), /V
(verbose logging), /NV (no verbose logging), /W (Lock Workstation on Go), /NW
(don’t lock workstation on Go).
1/22/09
Updated
Autobuilder – after running a rule, you can go into
the Library tab, select a rule, press F5 and display the SQL statement for that
rule. You can change the SQL statement and save it.
All
runtime options for Autobuilder are now available
from an Options tab.
There
is a new Autobuilder option, Re-use Existing SQL
Statements. If a rule’s SQL was modified and saved (see above), checking this
option will use the user-modified SQL statement; unchecking the option will
build the SQL statement each time the rule is run (as before).
Added an initial check of a document’s status
in Maintenance.
This will help avoid issues saving email attachments when a document is being
processed by DMFolders at the same time that a user is trying to save an email
attachment to that document.
12/8/08
Resolved
issue removing items from folders using profile object .Removedocument.
Added
log message when processing folder items if Reprofile
on item move is not enabled in the rules.
Resolved
issue with multi-value fields – now if an item in a template is multi-value,
and more than one value is entered in a document profile, a folder for each of
the multi-values is created and the document is placed into each. NOTE that for this
to work, the rule option ‘Move documents from other folders’ must not be
checked, otherwise, the last multi-value folder item will be the only one where
the document resides.
10/25/08
Multiple bug fixes.
Added new General Rule Options – (1) People
Column to Determine Workspace, and (2) Value for Above Column. These two options
allow you to identify a column in the people table that you can use to
determine whether or not that user should have DMFolders place folders on the
user’s workspace. If you select a column from the People Column to Determine
Workspace dropdown list, then in the Value for Above Column, enter the value(s)
that DMFolders should check for the user.
As
an example, if you have a column in the People table called FOLDERAUTOMATION,
that you wish to use for determining whether a user should get folders into
their workspace(s), and either a blank or value ‘Y’ should be present, then in
the Value for Above Column you should enter NULL, Y Separate multiple
values with commas.
Note
that the word NULL in the Value for Above Column field represents an empty
value in the field.
8/18/08
Added functionality to handle user dragging
and dropping folder items properly, including dragging and dropping an item
from a folder in one library to a folder in another. NOTE: you MUST
re-install triggers to take full advantage of this functionality.
Updated the Workspace Sort function to handle
SQL exceptions that could cause folder items to not appear in a user’s
workspace.
Updated
the Cleanup Workspaces function so that it only processes workspace items added
by DMFolders, and includes the updated Workspace Sort function so that it
solves problems in previous versions regarding folder items not appearing in a
user’s workspace.
7/17/08
Enhanced
checking in Maintenance and Autobuilder for invalid
column data, to eliminate situations where folders failed to save profile
information when the data was invalid or there was a mismatch between column
names in the document library and the folder library, or the document’s profile
form and the folder’s profile form.
7/12/08
Updated
Maintenance and Autobuilder for WincWall – when
WincWall is installed and a folder is created, and the security template is not
blank, the folder is removed from NEEDS_SECURING. That allows the two application to co-exist when a folder would have a wall
around it which supercedes the rule’s security.
Added a new configuration option for
Maintenance – ‘Process Documents with StorageType of
Delete’.
When unchecked, DMFolders will skip those documents.
Added a new configuration option for
Maintenance – ‘Warn on Creating Top-Level Folders’. When checked,
DMFolders will issue a message whenever it wants to create a top-level folder.
6/20/08
Updated the Maintenance and Autobuilder module to properly handle folder names longer
than 128 characters (when the folder has a parent) and 240 characters (for
top-level folders).
6/2/08
Updated the Maintenance module to resolve an
issue with setting Multi-value columns.
Modified
the Maintenance module so that when processing a drag and drop of an item from
one DMFolder to another, only items within the same
library will be moved and not items in another library.
3/28/08
Resolved many Oracle issues in DMFolders Maintenance, Autobuilder
and Subscription related to workspaces.
Added
ability to generate a folder based upon a document profile itself – for
instance, instead of setting folder template values based upon profile
metadata, use values within the profile itself such as Abstract.
2/28/08
Resolved many Oracle issues in DMFolders
Maintenance rule setup – gathering profile forms for selection; DMFolders
Autobuilder; and DMFolders Subscription – running a Search.
Added new option to DMFolders Maintenance
rule setup – Autobuilder tab - Override Rule
Parameters.
Selecting this will bypass the rule parameters in Autobuilder
if there is information in the Autobuilder text.
2/18/08
Fixed a problem with rule template string parsing, where
the search text is blank but gets stored as a zero. The way the program
was working the zero would be treated as a search character and if a zero
exists in the folder name it would search up to and including that zero.
1/23/08
Updated Folder_Item
trigger and folder_item processing to run correctly
in tandem.
Resolved
issue when a bottom level folder already existed, DMFolders would still attempt to add
all documents in the queue that belonged in that folder. This should only
happen when a bottom-level folder is first created.
10/19/07
Added a new option to the main DMFolders form
– Process Folder Items. When this option is not selected, only items added by
the Profile trigger will be processed. Select this option if you also want
DMFolders Maintenance to process items added by the Folder_Item trigger.
Resolved issue when a checked-out document
was processed successfully but remained in the NEEDS_UPDATING table.
10/15/07
Resolved
issue with rules not recognizing the Maximum Items to Sort value.
10/2/07
Resolved
two issues related to identifying whether a folder exists = (1) when the parsed
folder name had duplicate spaces, and (2) the parse characters were not being
picked up.
9/30/07
Updated the Toggle Trigger function to
include the new FOLDER_ITEM_NEEDS_FOLDERING trigger.
9/23/07
Resolved
duplicate folder issue when the folder template is longer than the DISPLAYNAME
column in the FOLDER_ITEM table (128 characters) or the DOCNAME column in the
PROFILE table (240 characters).
Resolved duplicate folder issue when a
top-level folder is not created by DMFolders, or has the same name as a folder
not created by DMFolders.
Added a workaround to a DM Extensions API bug
with SQL passthrough when columns in tables have more
than 254 characters, SQL SELECT statements only return the first 254
characters.
This bug had apparently been fixed with DM5105 SR5 MR3 but has resurfaced in
SR6 MR3 and MR4.
8/31/07
In
Autobuilder, added a checkbox option in the Library tab that allows you to tell
Autobuilder whether or not the process is an initial population of folders or
not. When it is an initial population, and you select this option, the SQL
syntax is different and will tend to generate many less folders than if you do
not select this option. Under normal circumstances, after initially populating
a folder rule, make sure NOT to select this option as it will slow down
performance.
In
Rules Configuration, you can now specify whether a rule is to be used by
Autobuilder, Maintenance, or both. The selection will determine which rules
will be displayed and available to each application.
DMFolders
Maintenance now identifies whether a column in a template is a multi-value
field, although with this version it does not actually create and populate
multiple folders (a later version will include that capability). In this version,
it only creates and populates the first multi-value found in the list.
In
Maintenance, the ability to include custom information in a template level is
now supported. Similar to the custom information entered into the Autobuilder
tab, but in maintenance it allows you to enter custom unrelated information
into a folder name in one of two ways. This information must be contained
within the %< >% identifiers.
First,
you can simply enter in a SQL statement exactly as you want it to appear, and
if the information in some way relates to the document, make sure your WHERE
clause has DOCNUMBER = %DOCNUMBER% so the information will be able to be
extracted.
The
other way to use this function is by entering information in three sections,
each separated by a pipe character (|).
As
an example, say you wish to identify a folder name by a column in a table
linked to other tables related to the profile. Say this table is called DTPG
and it contains three columns: DT_SID, PG_SID, and DISPLAY_NAME. The DT_SID is
a foreign key to the Documenttypes table, and the PG_SID is a foreign key to
the Practice table, which is itself related to the Matter table via a column in
the matter table called PRACTICE_ID. The syntax of this section of the template
would be as follows:
The
example using the SQL statement:
%<SELECT DISTINCT DTPG.DISPLAY_NAME FROM DOCSADM.DTPG,
DOCSADM.MATTER, DOCSADM.PRACTICE, DOCSADM.PROFILE WHERE
DOCSADM.PROFILE.DOCUMENTTYPE = DOCSADM.DTPG.DT_SID AND DOCSADM.PROFILE.MATTER =
DOCSADM.MATTER.SYSTEM_ID AND DOCSADM.MATTER.PRACTICE_ID = DTPG.PG_SID AND DOCSADM.PROFILE,DOCNUMBER = %DOCNUMBER%
>%
The
example using the pipe character method:
%<DTPG.DISPLAY_NAME | DOCSADM.DTPG, DOCSADM.MATTER,
DOCSADM.PRACTICE | DOCSADM.PROFILE.DOCUMENTTYPE = DOCSADM.DTPG.DT_SID AND
DOCSADM.PROFILE.MATTER = DOCSADM.MATTER.SYSTEM_ID AND
DOCSADM.MATTER.PRACTICE_ID = DTPG.PG_SID AND DOCSADM.PROFILE.DOCNUMBER =
%DOCNUMBER% >%
Note that a rule
containing this custom information should NOT be used by Autobuilder, which may
not identify how this syntax should be used. For Autobuilder, continue to use
the custom Autobuilder section for this purpose.
Added a new General configuration option –
Re-profile on User Move. This option, together with a new trigger installed on the
FOLDER_ITEM table, will track when items are moved from one DMFolders-managed
folder to another and update the moved item’s profile to match the folder
metadata in the new location. At the same time, it will remove that item from
any other folders in which it no longer belongs (based upon the change to its
profile metadata).
Note
that in order to use this new feature, you must re-install triggers in order to
create the FOLDER_ITEM_NEEDS_FOLDERING trigger and to alter the NEEDS_FOLDERING
table to add a new column called TABLE_NAME. This column identifies whether the
item to process was based upon a new or modified profile or a dragged folder
item. If you do not want to support this
capability, do not install the trigger, or, if it does exist, disable or drop
it.
6/6/07
Changed splash screens to reflect OpenText
Livelink ECM – eDOCS instead of Hummingbird DM.
Updated
the process used to add folder items in different libraries than the folders
themselves.
Enhanced
the Sort and Fix Folders function to display status, allow canceling, and
adding the ability to just sort and fix folders that have content in other
libraries.
Enhanced
the Remove Empty and Duplicate Folders function to properly replace workspace
items when removed during the merge process and to speed up the process
slightly. Also now removes duplicate workspace items in remote libraries, and
allows the selection of a ‘search character’ to match duplicate folders for
merging.
Added two new Tools functions – Cleanup
workspaces (to set the workspace link information) and Remove Duplicate
Workspaces.
Faster workspace sorting than previous
versions.
5/17/07
Added a new rule option for Profile Author
Source.
Selecting Typist will set the profile’s author to the profile’s typist. This
assists in a rule that processes dragged and dropped items such as emails.
5/16/07
Updated the Remove Duplicate and Empty
folders to perform much faster.
5/15/07
Expanded the Pending Documents Report to
include additional information about each item.
5/11/07
Updated the Sort and Fix function to properly
sort ALL folders in a library.
5/4/07
Resolved
issue introduced in 4/29/07 version related to documents processed by multiple
rules.
4/29/07
Resolved
issue when a document was added to a folder, and DMFolders checked to see if
other documents also belonged in the same folder, those other documents were
not being processed by other rules that may have applied to them.
4/23/07
Added
a date range option for the Add All Documents To Queue
function.
4/17/07
Updated
the sorting of the FOLDER_ITEMS table when only one folder item exists for a
folder, to ensure that the ISFIRST and NEXT values are set correctly to Y and
0, respectively.
4/11/07
Assorted
bug fixes introduced since previous release including the Folder Cleanup
portion(s).
Resolved
issue where items in NEEDS_FOLDERING may be removed prior to processing when a
document in NEEDS_FOLDERING matches the folder specifications of a document
being processed.
Improved performance of processing
NEEDS_FOLDERING items that match the folder specifications of a document being
processed.
Updated the SortFolders
function to include folder items in remote libraries.
Added
Sort and Fix function to sort and fix sort orders of all folders in a library.
1/26/07
Added
a new rule configuration option to enable folder name matching on the leftmost
or rightmost ‘x’ number of characters or up to a certain character such as a
right-bracket (]). This assists in reducing duplicate folders for the same item
such as a matter, when the matter name is part of the folder name and the
matter name changes.
12/27/06
Added a new rule configuration function that
will allow you to specify the number of characters to match a folder name. For instance, if you
have client folders in the format “Number – Name”, and the client Number is
always 6 digits, you can have DMFolders search for a match on the first six
digits, so that if the name changes after the folder is initially created,
DMFolders will not create a duplicate folder for that client.
12/18/06
Added new configuration option (rules) to
specify the maximum number of folder items that should exist in a folder in
order for a folder’s contents to be sorted. If you do not want
folder items to ever be sorted, set the value to one (1). The default is zero
(0), in which folders will always be sorted regardless of the amount of items
the folder contains.
Modified the Clear Folders from Library
function to just remove folders that were created by DMFolders, rather than all
folders.
10/4/06
Resolved
issue with moving items out of folders when the document library did not match
the folder library.
9/25/06
Added a new rule option for Workspaces,
Include Last_Edited_By User, to have a folder added to that user’s workspace as
well as the profile author and profile typist.
8/28/06
Expanded the form override functions. Previous versions
only had one form override that applied to both newly-created folders and
documents. This version now allows you to designate a separate override folder form,
and a document override folder form.
8/16/06
Workspaces
processed by DMFolders are now sorted alphabetically. Previously when an item
was added, it was added to the end of the workspace.
Subscription
now uses a new method for displaying Search columns that is based either upon
the user’s primary groups’ Search form or a Search form designated using
DMFolders Maintenance (see next item)
DMFolders
Maintenance now includes a new Tools menu item, Set Subscription Forms. This
allows you to set a Group-Form relationship, and the specific columns in that
form to display to users.
Added
additional SQL query to check for the existence of a folder before it is
created, due to potential issue with DM Extensions API SQL Passthru
from a DM Server in a different physical location than the SQL server, which manifests
itself with the Select query returning no rows.
New
rule option for Workspaces – ‘Add entries on Local Folders’, which, when
checked, will add folders in the user’s primary library to his/her
workspace(s). This allows flexibility in workspacing
only remote folders for users.
7/15/06
New
rule option for Workspaces – ‘Add entries on PeopleGroup links’, which, when
checked, will add the relevant workspace entry for users and/or groups linked
to tables that are included in a rule. For instance, when there is a link from
the matter table to the people table (such as, “Responsible Attorney”), that
linked user will get the matter-level folder added to his/her workspace
whenever the rule specifies that the Author should have the folder added.
New
rule option for Workspaces – ‘Add entries on Remote Folders’, which, when
checked, will add folders not in the user’s primary library to his/her
workspace(s). This allows flexibility in workspacing
only local folders for users.
Workspace
population will now also add workspace items for the Last_Edited_User
when the Typist receives the workspace item.
7/6/06
Resolved
issue moving items out of folders. The problem was that the FOLDER_ITEM
HAS_PROPS column is a one-character column, the code was expecting the column
to be an Integer. As such, items were not being marked properly for moving.
From this point forward, items will be properly marked as movable.
6/30/06
Resolved
issue with importing rules – extra comma at end of sql
statement’s column list.
Resolved
issue with assigning a form to folders in a rule – if the original folder had
no parent, the wrong form was assigned to that profile and all of that folder’s
children.
5/11/06
Revised the CreateFolder
process.
Originally used the .GETSUBPROJECTS function to identify whether a folder
existed in its parent, but the API was so incredibly slow that it has been
revised to use SQL now to determine its existence.
5/3/06
Resolved
issue running the remove duplicate and empty folders function when a folder
name contained a single-quote character (‘)
4/27/06
Resolved
issue running the remove duplicate and empty folders function when an Empty or
Duplicate folder had no parent.
4/7/06
Added a rule template variable option
%LIBRARY_DESC% which substitutes the library’s description.
Addressing
an issue when different DM Databases have different owners. SQL Statements that
were being generated in one library, but were executed in another library, had
the wrong database owner identified. This change is applied to all add-on
modules dated April 6 or later.
4/1/06
Modified library connection process to
properly identify the database owner in REMOTE_LIBRARIES. Note that if a value
is found in the OWNER column, it will be used when changing from one library to
another, rather than the default DOCSADM owner account. This change is applied to all add-on modules
dated April 1 or later.
3/28/06
Added
counters to display status of the Remove Empty and Duplicate Folders function.
Added a new Pause tab that allows for
configuration of the days of the week that the pause timer should take effect. Moved
original Pause information from the General tab to this new Pause tab.
This change was applied to Autobuilder as well.
3/23/06
Resolved
minor issue with removal of ‘Empty’ folders using ‘Remove Empty and Duplicate
Folders’
3/16/0006
Split
original Setup menu into two menus, Setup and Tools.
Merged
the “Remove Invalid Folder Items” and “Remove Empty and Duplicate Folders” into
a single function in the Tools menu.
Added
Setup option “Create Folder_Item Indexes” which creates a unique index on
Parent, DocNumber, Library and Parent_Library.
This will help eliminate duplicate folder items. Note that this function can
only run successfully if there are no duplicate folder_items
at the time this function is run.
3/9/06
Updated the connection method of all modules
to support DM5105 sr5 connection enhancements.
3/6/06
Update
the Remove Duplicate folder function to properly handle folder items in
different libraries than the folders, and folder names with apostrophe
characters.
2/28/06
Resolved Oracle issues – determining status
of PROFILE_NEEDS_FOLDERING trigger; selecting substrings from WINC_SETTINGS
table; retrieving list of profile forms using LIKE operator.
2/17/06
Resolved
issue with workspace name variables when workspace name template started with
one of these variables.
Reversed
order of process date and workspace date in message when document was not ‘workspaced’ because it’s date was
earlier.
2/16/05
Added
‘CheckFusion’ function within the code to continually
monitor that the DM connection is maintained.
Resolved
workspace creation/population issue when the last character in the workspace
item name was an apostrophe (‘).
Added
workspace name variables %AUTHOR%, %TYPIST%, %AUTHOR.PRIMARY_GROUP% and
%TYPIST.PRIMARY_GROUP%
2/14/06
Resolved
issue with removing duplicate and Empty folders
including the part of the program that stripped duplicate spaces.
2/10/06
Added
support for new version of WincMonitor which checks status of NEEDS_FOLDERING
table. New menu option Setup – WincMonitor – DOCSADM Information, where the
DOCSADM password will be entered and stored in the WINC_SETTINGS table for each
library in order to facilitate checking the status of NEEDS_FOLDERING.
1/26/06
Resolved Batch Size issue with MSSQL by
modifying the SQL statement to use TOP x rather than SET ROWCOUNT.
Resolved issue exporting rules with non-blank
values in the DATE_VAL column in Registry table.
Resolved
issue when a document’s profile metadata changed and the change was not
recognized by DMFolders if DMFolders had previously processed that document.
Modification to rule syntax for LIKE and NOT
LIKE operators.
Previously, one of these operators would look for the string within the value
(for instance, %AUTHOR.USER_ID% NOT LIKE ‘JONES’ would search for the string
JONES anywhere in the Author’s USER_ID value); now, you can use asterisks to
determine exactly how the LIKE and NOT LIKE operator will function. Examples: %AUTHOR.USER_ID%
LIKE JONES* will check if the value starts with JONES; %AUTHOR.USER_ID%
LIKE *JONES will check if the value ends with JONES; %AUTHOR.USER_ID%
LIKE *JONES* will search for the string JONES anywhere in the value; and %AUTHOR.USER_ID%
LIKE JONES will look for an exact match.
Added
two new columns to the NEEDS_FOLDERING table – LOCK_TIME and MACHINE_NAME. When
these columns exist, they will be set when a document is being processed, so
that an updated version of WINCMONITOR can determine whether the DM connection
has been lost during processing. See important notices for additional
information.
12/28/05
Resolved
issues with Remove Duplicate and Empty Folders function.
Add
new feature to set a rule’s Master Folder library to a document Author or
Typist’s primary library. Note that if set, this value is ignored when using
Autobuilder.
Added new feature to set the email address
for folders when using the Addressable Email Folder function of eDOCS.
Added
new rule option Allow these items to be moved. Selecting this option will allow
DMFolders to move documents out of this rule’s folders when another rule is set
to move documents.
12/16/05
Added
a new function to DMFolders Subscription that allows a user to permanently
unsubscribe to a folder that was added to their workspace by DMFolders (see
Important Notice dated 12/15/05 for further information).
Moved
the Master Folder Library setting from the General tab to the Rules-Options
tab. Master Folders can now be specified on a rule basis.
Removed the Rule Root Folder option. Since a ‘root folder’
can be specified as the top level of a folder template, and that top level can
be specified as Public, this option was no longer needed.
Added new rule setting ‘Quicksearch Date
Range’, which will allow for setting a date range qualifier on newly created quicksearches.
Reorganized
the Rules and Settings configuration form, adding a Workspace and an
Autobuilder tab to the rules section.
Updated
the ‘’Remove Empty and Duplicate folders to remove folders that have ‘[Empty’
in the name.
Resolved
issue with rule order not being maintained, but rather being set
alphabetically.
12/6/05
Added
new General setting ‘Continue on item move’ will continue to process a document
even after a rule has moved the document.
Added
a new rule setting ‘Filter Quicksearches on’ can add a filter on DMFolders Quicksearches
on either the Author or the Typist who will have that quicksearch added to
their search workspace.
12/4/05
Modified
rule saving procedure – when a rule is deleted it no longer appears in the main
form’s list of rules.
Expanded
folder creation/population function – now, when a folder is created, all
documents belonging in that folder are added. Previously, only documents that
were in the Needs_Foldering table belonging in that
folder were added.
Added
the rule qualifiers IN, NOT IN, LIKE and NOT LIKE. Note that when using a rule
to generate folders with Autobuilder, the LIKE and NOT LIKE qualifiers cannot
be used in that rule, and the syntax of the IN and NOT IN qualifiers must be
properly formatted for use with SQL. For instance, IN (‘ABC’, ‘DEF’).
11/30/05
Modified
rule saving procedure – more information on what is and isn’t saved when the OK
button is pressed from the configuration form; the Library and Rule checkbox
values in the configuration form are no longer the default values when running
the application; when a library is deselected, none of its rules are processed
regardless whether they are checked or not.
11/14/05
Resolved
issue creating a new rule.
10/28/05
Added
new rule options to automatically create quicksearches
for items contained in a folder, and add the quicksearches
to workspaces for the author and/or typist.
10/27/05
Added
new rule option to Create [Empty…] Folders. Previously, if a rule template
parsed to empty values, such as %MATTER.MATTER_NAME% being blank, DMFolders
would create a folder called [Empty Matter_Name];
setting (checking) this new rule will not create these folders.
Changed
WincMonitor interval from 60 seconds to 300 seconds (5 minutes).
10/25/05
Changed
maximum length of a folder rule parameter and folder security template from 255
to 1024 characters.
10/20/05
Resolved
issue exporting rules when the value exceeded 255 characters.
Resolved
issue when a rule specified an override form – new folders were created with
this form, but the originating document’s profile was not being changed.
Changed
workspace functions that are included for Author – now, if DMFolders finds that
there is a link from any table included in a rule’s template to either the
People or Groups table, the linked user or group members get the appropriate
folder added to their workspace as well as the Author.
Changed
workspace functions that are included for Typist – now, any user who creates,
edits, checks in, checks out, or creates a new version of a document will get
the document’s folder added to the appropriate workspace as well as the Typist.
Added
a new rule option to enable specifying the Workspace Name for each rule.
Added
a new rule option to specify a Group to associate with the rule, so that
members of that group automatically get new folders from the rule into their
workspace.
Added
a new rule option to designate the source of the DocumentType – either Default,
Parent, or Profile.
Added
a new option under the File menu to display or hide the Timing form.
10/1/05
Added
a new function, Check for Duplicate Folders, which will remove duplicate folder
items (same document or folder under a folder).
9/21/05
Resolved
issue with Workspace Subscriptions – when there was a root folder specified,
the wrong folder level was being placed into the user’s workspace.
Enhanced
functionality in the Subscription module. New features include:
·
Menu
option to Create a new folder
·
Menu
option to Create a new document in a folder (Front-end profiling)
·
Menu
option to Delete a folder and its contents
·
Menu
option to Delete a folder but not its contents
·
Pressing
the delete key with a document or folder selected will allow for deleting the selected
item.
·
When
selecting a document or folder from the workspace tree, when the Search tab is
visible, the selected item’s profile is displayed in the Search form.
·
Pressing
the F7 key with a document or folder selected will place a Reference to the selected
item on the user’s desktop
9/15/05
Resolved
issue placing subscriptions into correct workspaces when more than one
workspace exists for a user.
Added
function to send an email to a user when a folder is added to their
subscription. A new Configuration option, Email Server, designates the email
server (such as SMTP.YOURNAME.COM) to use. Note that this option works with
MAPI and/or SMTP, and requires an entry in the user’s EMAIL_ADDRESS column in
the people table.
9/1/05
Added
a taskbar item when DMFolders is running to show the average processing time
per profile and the average processing time per folder.
Added
a display item to show how many needs_foldering rows
have been removed while DMFolders is processing, since this number is usually
different than the actual number of documents that have been processed.
8/27/05
Code
change on (a) method used to retrieve an item's parent folders, (b) number of
SQL statements necessary to get rules and templates, (c) number of SQL
statements necessary to sort folders, and (d) number of SQL statements
necessary to add workspace entries, all
to improve performance.
8/22/05
Modified
processing so that only the document and folder libraries are set to SearchByDefault.
8/18/05
Fixed
problem with Setup Library when the library setting exceeded the number of
libraries previously setup.
Added
a Pause timer which can be used to set a time to pause the processing, for
backup or other times when the server(s) will be brought down.
8/17/05
Added
a new Rule option to identify a document age for workspacing
folders, to allow you to exclude adding folders to workspaces when the document
triggering the folder creation is older than the age specified.
8/2/05
Additional
logging for data synchronization function to identify what is being applied to
the 'parent' and what is being applied to the 'child'.
Resolved
issue when a rule in the library tab was deselected or re-selected, the setting
was being applied only to the rule in the current library and not the library
in which the rule was specified.
7/27/05
Added
additional error checking to the Add Documents to Queue function.
7/18/05
Fixed
issue selecting documents from queue to add to Needs_Foldering,
where an extra comma was added to the selection list.
7/14/05
Attempt
to resolve an issue with duplicate folder names when the Profile ParentProject object doesn't correctly report that a folder
item already exists.
Resolved
issue when there was a percent sign (%) in a string value returned from rule
template.
Added
Cleanup Folders function, which removes duplicate folder entries into the same
folder and removes duplicate folders.
7/8/05
Added
trigger toggle enable/disable from Setup menu.
Resolved
issue with creating workspaces when an entry is not all uppercase (affected
with certain SQL character sets only).
7/6/05
Added
some forgiveness to rule parameters and templates, by identifying variables
that end in a space rather than a percent sign (%) and continuing processing of
these values.
7/5/05
Removed
a duplicate security entry for groups with UNIV_ACCESS = 255 from being
inserted for documents during CreateFolder, when no
other security had been applied to the folder based upon the Rule Inheritence, and when the rule's security template was
blank.
For
Autobuilder - increased size of the RULE_NAME column in the WINC_AUTOBUILDER
table from 32 characters to 256. Note that if you have installed and used a
version of Autobuilder prior to July 5, 2005, you should contact Winc Technical
support for assistance in increasing the size of the existing column.
6/30/05
Added
WincMonitor support.
6/27/05
Added
DMFolders configuration of Folder Template information to include link
information used by Autobuilder to reference other tables not directly (or
indirectly) linked to the Profile. This link information would be contained
within the strings '%<' and '>%'.
Added
new larger form for entering folder rule template information. By
double-clicking on an item in the template, the larger form will be displayed.
For
instance, if you wish to build folders for DocumentTypes
for each PracticeGroup and have a table called DTPG
that references the system id of the DocumentType table and the system id of a PracticeGroup table, you would imbed the following
information into the Folder Template at the appropriate location:
%<DOCUMENTTYPES.TYPE_ID |
DOCSADM.DOCUMENTTYPES, DOCSADM.DTPG |
DOCSADM.DTPG.PG_SYSID =*
DOCSADM.MATTER.PRACTICE_ID AND
DOCSADM.DTPG.DT_SYSID =*
DOCSADM.DOCUMENTTYPES.SYSTEM_ID>%
Notes:
The
entry starts with Percent - Less Than (%<) and ends with Greater Than -
Percent (>%)
The
pipe character (|) separates each of 3 required sections - the first section is
the Column name to include in the resulting folder, the second section is the
list of additional Tables to use, and the third section shows how the
'external' Table (DTPG) is linked to other tables already defined.
If
there are any tables already included in the rule template, you do not need to
redefine them in the table section.
6/23/05
Resolved
issue saving rules where the rule would only be saved to the original library.
Added
option from within DMFolders Maintenance - Configuration to set additional SQL
parameters to use in Autobuilder, for qualifying items to select. For instance,
to select only matters that have profiles edited since June 1, 2005, you would
use the following string:
WHERE DOCSADM.MATTER.SYSTEM ID IN (SELECT
MATTER FROM DOCSADM.PROFILE
WHERE LAST_EDIT_DATE >= '2005/06/01')
6/9/05
Updates
to Maintenance, Subscription and Migration modules to support DM5.1.0.5 SR5.
6/5/05
Revised
the Configuration form - added tabs for setting rules, expanded the size of the
Parameters, Template and Security entry boxes.
5/23/05
Modified
rule saving - all Save processes are now logged, whether or not Verbose Logging
is enabled.
5/12/05
Modified
rule saving - if the Library is deselected, none of its rules or settings will
be saved. And, all rules and settings will automatically be saved to the
'working' library.
5/4/05
Resolved
issue saving rules repeatedly, particularly with Adding/Removing/Renaming
rules.
4/28/05
Added
more error reporting during folder and profile creation.
Resolved
some drag and drop issues with dragging columns from the column list to the
rule template.
Added
color-coding for column list entries.
Resolved
Subscription issue retrieving documents in Master Folder Library.
4/15/05
Resolved
issue where false errors returned by the API were causing some folders to fail
during creation or during addition of documents into folders.
4/5/05
Resolved
issue saving folders to Master Folder Library when that library was not a
default search library.
Added
new functionality to support AutoBuilder - for each
rule, you can now specify the level to auto create. For instance if you have a
3-level rule (client / matter / doctype), specifying AutoBuilder level 2 would only create the first two levels
(client / matter) with Autobuilder.
Added
above functionality to AutoBuilder, plus added
ability to select multiple rules and libraries for autobuilder
to process.
3/28/05
Resolved
issue saving rules to multiple libraries.
3/25/05
Added
function to export rule settings to an .asc file, and
a function to import rule settings from a previously exported .asc file (useful for copying rules from a test environment
to production).
3/11/05
Added
function to allow for moving a rule up or down in the rule processing list.
Added
a Rule option to use or not use the Master Folder library for each rule.
3/6/05
Added
a Help menu option for all Winc modules to display the user's settings.
2/28/05
Resolved
issue with Configuration listing Root Folders when a master library is set.
Added
function to clear all rows from the queue, which will remove all rows locked to
the current user or not locked to any user. Note that to remove rows that are
locked to a different user, you would need to list the queue contents and then
select them individually.
2/15/05
Tested
with DM5.1.0.5 sr4 with MR update.
2/7/05
Changed
filter in rule configuration for profile form drop-down list to only include
profile forms, and sort the list alphabetically.
1/21/05
Resolved
issue with Parent Folder not being reset in the configuration when it is
selected and saved.
Changed
program to no longer allow setting a master Parent Folder for all rules, as
this caused much conflict among users who were also setting a parent folder for
individual rules.
1/19/05
Resolved
issue checking for tables and creating tables and data dictionary information
in Sybase.
12/30/04
Added
trustee check in order to identify situations where DM API is adding trustees
to the document when it is added to a folder, even if inherit security is not
checked. Modified for checking unsecured documents.
12/29/04
Modified
DMFolders Remove function to remove WINC_PROXY table if WincWall is not
installed in the same library.
12/3/04
Modified
the document processing function to improve performance.
10/27/04
Resolved
issue processing workspaces when Rule count was lower than the workspace level.
10/22/04
Resolved
issue when the Rule Values or Template were greater than 254 characters. This
is a workaround to a problem with DM5 SQL Passthrough
only returning the first 254 characters of a column.
Resolved
issue when adding to workspaces when the level was incorrectly selected.
Enhanced
drag-and-drop to the Rule Template to properly place the dropped item and
locate the cursor, also removing the semicolon in the rule box.
10/8/04
Resolved
issue when carriage-returns were inserted into the Rule which interfered with
parsing the AND / OR logic.
Added
>= and <= qualifiers to rule template.
10/7/04
Added
Proxying ability in Subscription module for users who
are members of DOCS_SUPERVISORS to proxy for any user.
Modified
Migration utility to allow selection of groups (in addition to Users).
Modified
Migration utility to add migrated folders for all trustees of the (iconized)
project, rather than just the selected user.
Modified
naming of Catchall folders (for empty template items) to [Empty 'item'], i.e.,
[Empty DocType] when the document's documenttype is missing or invalid.
10/4/04
Added
Subscription proxying to DMFolders
Maintenance and DMFolders Subscription. A new table, called WINC_PROXY (which
is shared with WincWall) allows you to set a proxy relationship for one user to
manage subscriptions for another. Maintenance of the proxy relationship is
handled thru a new option in DMFolders Maintenance. Proxy rights can be either
Add, or Add and Remove.
In
DMFolders Maintenance, the WINC_PROXY table can be added to an existing
DMFolders installation by selecting the Setup menu option to Setup a library.
If the other DMFolders table exist in the library, the WINC_PROXY table is
added and the other tables remain unchanged.
In
DMFolders Subscriptions, right-mouse clicking on the User label (bottom right
of form) brings up a list of all users for whom the user is allowed to manage
subscriptions.
9/30/04
Added
Rule option to identify the source for a folder's author - either the user's
profile default, the folder's parent, or the document (profile) that is being
placed into the folder.
Added
Rule option to set the Root Folder for the rule from a drop-down list rather
than by inserting it into the Folder template.
Added
option to disable caching on the computer running DMFolders. The program asks
if you wish to disable caching, and whether to continue to remind you of this
option.
Added
Rule Template menu option to Insert Item Above the selected item, and renamed the
opposite option to Insert Item Below.
Added
a message when changing/saving rules if a rule template is blank.
Removed
the (disabled) rule option 'Inherit Profile Metadata'
Resolved
issue(s) setting security - DOCS_USERS getting added incorrectly to folders.
Resolved
issue(s) parsing rules with <> qualifier with AND logic.
9/10/04
Performance
Improvements in the Maintenance and Migration modules; removed some erroneous
errors from logging.
8/25/04
Modified
the processing of top-level folders; previously if a top-level folder existed
anywhere in the 'tree', it would be used, which caused documents to be
improperly placed when a sub-folder had the same name as a top-level folder. Now,
processing properly identifies a top-level folder as one that is not an item in
any higher-level folders.
8/19/04
Added
ability to select the folder level (from the rule template) to add to the
author and/ or typist workspace for each rule.
Resolved
an issue with Root Folders, where creating a Root Folder from within DMFolders
configuration would set that as the root folder even if the user then
unselected that folder.
Improvements
to the metadata inheritence process, as follows:
(1)
Only the top-level folder inherits metadata from the user's Profile Defaults;
(2)
All other folders will inherit their metadata from the document that is the
source of the folders' creation;
(3)
The lowest-level folder 'over' the document now inherits the document type of
the document, all other folders above that one are assigned the document type
'FOLDER';
(4)
If the Profile Default specifies a different Author, that author will become
the author for subsequent folders;
(5)
If no Author is specified in Profile Defaults, the folder author will default
to the DMFolders user.
Modification
to the subscription module to make the Search button the default button when
the Search tab is displayed. Renamed the document number column to 'Doc. #' to match
the naming convention of DM Extensions.
Clarification
to the subscription module: the ''Personal' folder on the folder tree (right
side) lists any folders that the user has rights to, that are not contained
within any public folders.
8/12/04
Resolved
issue when saving rules to multiple libraries - correct options were not being
retained in original library unless it was the first library processed.
Added
functionality to identify the current version of DM5 extensions, which adds a
new DLL (WincSettings.dll) to the installation.
7/31/04
Enhanced
the rule setup for security by adding lookup buttons for the available groups,
people and variables and then prompting the user to enter in the appropriate
access rights to assign to each.
Added
a checkbox to display error messages.
Added
ability to set the batch size for transactions.
7/28/04
Resolved
issue creating NEEDS_FOLDERING trigger in Oracle.
7/25/04
Added
check for Duplicate Document Name setting, and a warning message if this option
is not enabled (so that duplicate document names are not allowed).
7/19/04
eDOCS 5.1.0.5 SR1 stored the value '5.1.0.5'
in the Version column of the DOCSPARMS table, but SR2 stores the value '5.1.0'.
The code originally checked this value to determine whether the EMAIL_SENT and
EMAIL_RECEIVED columns existed in the profile table, but given the change
introduced in SR2, the method has been changed.
7/18/04
Resolved
issue creating WINC_SETTINGS table in Oracle.
7/9/04
Additional
changes to metadata inheritence so when there are
profile defaults specified for the user running DMFolders, the defaults get
applied only to the root folder and the applicable document profile
information, such as deal, client, etc. get inherited from the document and
does not flow down from the root folder.
7/7/04
Changed
metadata inheritence so when there is a Root Folder
specified, metadata is not inherited from the Root Folder to the folders
created directly underneath.
7/1/04
Resolved
issue setting Default Workspace when a workspace already exists for a user.
Added
a Progress Bar to the main form, to display progress of the folder processing.
6/30/04
Added
feature to define a 'Default Workspace' Name for when folders are automatically
added to workspaces and the user has not workspaces defined. This function also
runs in the Subscription module, when a user first starts up the module, it
creates a workspace with this name if no workspaces exist for the user.
6/29/04
Major
update to Maintenance Module includes support of a MASTER FOLDER LIBRARY.
Modified
summary list - remove option runs faster due to modification in sorting during
removal of line items from the list.
Resolved
issue purging log file.
Resolved
issue where document is removed from Recent Edit List of the user running
DMFolders. Note that in prior versions, all activitylog entries related to
DMFolders processing was removed at the end of processing, which caused the
document to be removed from Recent Edits; now, with Verbose Logging enabled,
the Activitylog entries are not removed (to allow for debugging). With Verbose
Logging
disabled, DMFolders removes all related Activitylog entries.
Modification
to the results list Status display: (1) Status of processed items now displays
'Filed' when a document is added to a folder, and 'Finished' if it is not added
to a folder; (2) The library column does not appear when there is only one
library.
Modification
to subscription module - search list now only appears when the search tab is
selected, the folder list expands when the folder tab is selected.
6/17/04
Resolved
issue with quotes in folder names (ie, O'Brien would
be saved as O''Brien)
Resolved
matter lookup issue in Subscription module.
6/16/04
Added
Form to display contents of NEEDS_FOLDERING table, and ability to remove row(s)
from NEEDS_FOLDERING.
Resolved
Oracle issue with sorting on Registry's Data column (LONG datatype).
Resolved
issue retaining the Root Folder for a library when other changes were made to
the configuration.
Resolved
issues with the AND/OR logic for rules.
Resolved
issue saving the Root Folder setting to multiple libraries.
Updated
functionality for Inherit Metadata. Originally, only the folder directly over the
profiled document would be checked for inheritence of
missing metadata; now DMFolders will apply inheritence to all folders in the path.
Updated
functionality for Inherit Security and Append Trustees. With the Append
Trustees option selected, the trustee template will be assigned to newly
created folders only, not the documents, unless the Inherit Security option is
also selected.
Modified
the in-process display so that if Verbose Logging is checked, only the current
document and documents that had errors will be retained in the display.
Resolved
issue saving configuration settings when there is only one library.
Modified
entry form for setting the rule template - now, the template is displayed as a
tree view rather than as a flat list of folders. New options include the use of
the Insert and Delete keys to add or remove a folder level; ability to
re-arrange folder levels using drag and drop; and ability to assign root
folders to each individual rule.
Added
error checking for saving rules to each library. Users without rights to work
with folders in a library cannot save settings to that library.
6/2/04
Modification
to Library Connection method for MSSQL, to identify the SQL database name
rather than using the library name to determine the Quoted Identifier setting.
5/26/04
Resolved
issues completing values in folder profile form and default values for
DM5.1.0.5 columns EMAIL_SENT and EMAIL_RECEIVED.
Resolved
issues saving folders as private vs. public.
5/24/04
Modified
all DMFolders modules to handle more than 26 foreign links to a table.
Modified
Inherit Metadata option so a folder will inherit missing information from it's
child document as well as the document inheriting missing information from it's
folder.
5/19/04
Added
Rule options to automatically add folders to workspaces for a document's author
and/or typist.
5/14/04
Resolved
issues with multiple rules.
Added
ability (from library selection list) to enable/disable specific rules.
Resolved
issue in Rule determination when the value of the compared item is blank.
5/6/04
All
options originally set at the library level are now set-able for each rule.
New
rule option, 'MOVE INTO', will move a foldered document into the folder and
remove from all other folders in the same library.
General
performance and reliability improvements across all modules.
4/8/04
Fixes
to various issues related to displaying non-public folders and searching for
documents.
3/3/04
Release
of the first version of DMFolders.
===============================================================================
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