Release Update

Welcome to the Knowledgebase Release Notes page.

Please find the current month’s release notes below, as well as links to the historical release notes for each year below.

February 2025 Releases

Accessibility and User Interface Improvements

·       Alt image descriptions and titles have been added in the CAM Administration, Overview, Controls Center, Content Mover, Data Sync, Directory, Downloads, Jobs tab, Metadata, Request Workflow, Source System Configuration, and Users and Groups for accessibility screen readers and other purposes.

·       The Source Systems panel has a new look and filtering capability to make it easier to see your source systems and find the ones you need to look at. Many firms will have quite a few source systems and maintaining them will be easier.

Metadata Disabling

·       Metadata in Provisioning can be disabled via CSV by appending ?false onto the column.

Notification Caching and Checks

·       Caching for Background Job email notifications is added to prevent duplicate email notifications from being sent out at once. This runs every 5 minutes and checks if a duplicate email is already in the queue.

·       Additionally, if an authentication error appears 10 times within 20 minutes, authentication failure emails will be sent after that time. This eliminates issues with clients being ‘spammed’ with multiple emails each couple of minutes or multiple emails for the same error.

Linked Workspace Improvements

·       Link Workspace jobs are now treated as background jobs, and this panel is enhanced to handle the logging and management of these jobs.

·       Changes to Template Editor behavior for the deletions of templates and linked workspaces have been made. Read here for details.

Provisioning Validations for Workspace Creations

·       Whenever the iManager indexer gets overloaded, CAM does a validation if it cannot locate a workspace using the unique ID, it then searches using the workspace ID. This eliminates issues where CAM would potentially duplicate the workspace since the indexer could not find the workspace.

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/2049900545

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/2081062913

January 2025 Release

• Advanced Options for Custom Folders include features like enabling and defining a global prefix or suffix using metadata tags, allowing end users to easily add these to their folder names. Additionally, users can set default security settings and manage specific access lists to control who can access their folders.

Open

• iManage Move Operation rules​ – to assist in the completion of Workspace moves, admins will be able to define a default User in the scenario where the Author or Operator from the source database is missing in the target.​

Open

• Numerous accessibility UI changes have been made to CAM’s External Systems tab, Jobs tab, and Workspaces tab including:

  • Changing text to higher contrast ratios that meet or exceed the required text contrast minimum of 4.5:1.

  • Changing non-textual backgrounds to higher contrast ratios that meet or exceed the required image contrast minimum of 3:1.

  • Changing the focus of controls or elements when selected to have a background or change in focus so users can use the tab key or other methods to focus on a control button.

• When a user deletes a template, a new warning will appear if a linked workspace (active or deleted) is linked to the template, and will display those workspaces to remove the linkage if desired or to export, or cancel the operation.

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/2014216193

December 2024 Releases

Updates for CAM Commands

• The Manage Folder and Move Workspace commands have been enhanced with some requested features to make it easier to use without causing additional work for the user.

• CAM will show a success message when iManage takes a longer than normal time to process Manage Folder command data. If any timeouts or other issues occur, those will still be logged accordingly.

• If a target workspace exists when performing a Move Workspace, CAM now will merge the two together. This eliminates issues with duplicates or failed jobs because of the target existing already.

• Three options from the Move command are hidden when a user moves a document or folder within the same database or cabinet to remove confusion from users as these options are not used in the dialog. If the document or folder is moved to another database or cabinet, then the options are still displayed.

  • Retain Document Numbers field

  • Copy history of documents field

  • Handling source after move field

• New permissions are added to the Move command to allow firms to control which users can see and move security, or metadata.

Dashboards Improvements

Modifications were performed on the dashboards entities panel to make it easier for customers to use dashboards, by making entities fully out of the box, and prevention of those entities so users cannot accidentally add/delete or modify them.

External System Notifications

• If a problem occurs with an External System authentication or the system is found to be unhealthy, a new email notification will go out to the CAM admins registered for the client’s tenant to notify them of the issue(s) immediately. This addresses the lack of prior communication when an external system loses connection and errors out. Read about this functionality here.

• CAM now supports Entra ID for configuring SharePoint sites in the Office365 External System Panel. Enable the setting as described here and enter the appropriate fields that display. A benefit of this change is that firms don’t need to re-register the app after a year as they had done before with Azure ACS.

Permissions and Settings updates

• For NetDocuments, a new permission is added to control user access of freezing the Security ACL on workspaces, folders and documents. By default, this permission is not enabled.

• The Administration->Settings-> Service Desk Panel is redesigned to be easier to navigate and use.

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/1974763521

https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/1941962753

Older Releases can be found here under each Year and Month.

Known Issues can be found here and the list is consistently updated.