Perfion Windows Client - Version 5.1

Version: 2022-R2-SR3 (5.1.7)

Release date: 2 March 2023

Highlights

  • Dashboards: Work with multiple and personalized dashboards. Choose between cached and real-time widgets, with an optimized presentation.

  • Translation Management: Perform one-click updates via Google Translate or the DeepL service. Perform fast multi-updates directly in grid.

  • API: Work easier with delta loads or time-controlled queries via the new date operations.

Release presentation: Perfion 5.1 Release Webinar for Perfion Customers - WebinarGeek

See more info in the features presentation (on the front page of the Knowledge Base) or refer to the release notes.

Windows Client

The Perfion Windows Client has to be installed/upgraded for all Perfion users

Related guides:

Windows Client - Installation Guide

Release Notes

2022-R2-SR3 (5.1.7)

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NAV Add-In could fail to authenticate the user when using PerfionID

We have fixed an issue where the NAV add-in could fail to authenticate correctly when configured to use a Perfion username only. An error message would be shown, telling that the Index was out of Bounds, and the Add-in would not show the data as expected.

2022-R2-SR3 (5.1.6)

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Possibility to configure timeout for database maintenance scheduled task

Previously it was not possible to change the default value of 5 minutes for timeout on the database maintenance scheduled tasks for updating statistics and rebuilding indexes. It is now possible to configure the timeout ranging from 0 (no timeout) up to 24 hours. Default value has been changed to one hour.

Bugfix of allowing update of read-only feature in Perfion API

Allow update of read-only features in Perfion API (and Query Analyzer in Windows Client) as specified in the manual.

Bugfix of proper resolve of formula in API when multivalue used is not present in config used

In the API when a formula used a multivalue feature not present in the config the formula was not resolved ok due to multi values filtered away in fetch of data.

This has been fixed by always returning all multivalue features as for single value features.

Linebreaks in reports with Chinese characters

When using Chinese characters in a report, linebreaks could show differently in preview, print and export to PDF resulting in different rendered results. This has now been fixed so that linebreaks are the same.

Bugfix of not possible to deactivate a user

When the maximum number of users was reached, it was not possible to deactivate a user. Furthermore, it was impossible to edit a user without getting an error - an error occurred but pressing ok again saved the change.

This has been fixed.

Bugfix of possible to drag and drop on read-only feature

When drag and drop update is done a fix has been made to always check permissions - part of checking permissions is to check if the feature is read-only and prohibit this.

Cleanup of completed task operations could fail

An issue where the automatic cleanup of completed task operations in the scheduler could fail has been fixed. The issue was caused by an incorrect conversion of datetimes when the database was running in a non-English collation.

Fixes to Table Designer for specific customer problem of rendering report

Table Designer has two fixes for proper rendering of specific customer report. One is a small height alignment fix and another is usage of feature list where feature points to list of features to use - here it is possible to use two data sources in the table designer and have the feature list feature of one data source point to a list of features in another data source ensuring only features having value to be shown.

Fixed issue with showing links longer than 255 chars in grid

We fixed an issue where a link feature would show a red cross in grid if the length of the link was longer than 255 characters. This has now been fixed so links longer than 255 characters are shown correctly.

Bugfix of action command Perfion select to show correct inherited language value

When broken inheritance exists for a localized feature - i.e. a parent inherited value exists for one language and an item-specific value for another language - the proper inherited language value is fetched for action command Perfion select.

Actions - Joins on empty key fields

It is now possible to join on tables with empty cells in the key column

Use of ModifiedDate in Actions could result in an error.

The use and manipulation of an Item's ModifiedDate in Actions could result in an error related to IConvertible. This has now been fixed.

Bugfix of Table Designer not sorting values correctly when variants used

In Table Designer, an error could occur in rendering table if variants used

Fix to Table Designer for specific customer problem of rendering report

Table designer fix for proper row height compared to earlier versions of customer specific report.

Application Server crashed when running the AD Sync system task.

The Perfion Application Server could crash if you tried to run the 'Synchronize inactive Active Directory Users' system task. This has now been fixed.

Not possible to log in if AD integration settings are invalid.

If the AD integration settings were invalid, you could experience not being able to log on to the Windows client with local Perfion accounts. This has now been fixed.

Actions - Empty rows in Actions

An error is fixed, so it is possible to have empty rows in Actions

Dashboards - A bug in "Copy a dashboard" is fixed

It is now possible to copy a dashboard

Sending emails from Actions could fail when sent to multiple recipients.

Sending emails from Actions could fail when sending to multiple recipients, This has now been fixed.

Bugfix of staging compare button to be shown correctly

The staging compare button had disappeared when staging is used - this has been fixed.

Bugfix of disabling late-loading and paging in Query Analyzer

In Query Analyzer the grid result and the XML/JSON output not always was correct due to possible late-loading enabled or paging used as default. This has been fixed so both late-loading and paging have been disabled in the Query Analyzer.

After the disable using 'maxCount' query option now functions in Query Analyzer.

Main grid - Grid is jumping

In some cases, the main grid jumps to a random cell. This is fixed

Actions - Bug in Validate.FailItem()

An “Object reference not set to an instance of an object” Error in Validate.FailItem() is fixed

API update statement

An error in API updates is fixed if the API query selects zero rows

2022-R2-SR2 (5.1.5)

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Multi select in editor

The editor for multi selector keep focus when a Item is selected 

Grid - Select all keep focused cell

When selecting all cells in Grid, the focused cell will not change.

Item Triggers - Performance and log filter 

The Item Triggers Administration has been performance optimized and filters and sorting are added to the log window  

Bugfix of multivalue rich editor not showing correct

When multivalue rich editor was invoked no rich editor browser was shown. This has been fixed.

German translations in Report Designer

An issue with missing German translations in the Report Designer has been fixed.

Actions - Wild card in Select mapping

The wild card mapping in Select should not overwrite mapping created in scripts. 

Bugfix of sub-reports not showing images correct

When Perfion image control is used in a subreport the image is not shown.

This has been fixed so both Windows client view/preview report and Application Server view report functions.

Scheduler task Rebuild Database Indices fixed

The scheduler task Rebuild Database Indices was fixed not to throw the error which it did before the fix. After this fix the task should run correctly.

DateTime when using @@UTCNOW variable was calculated incorrectly

When using the @@UTCNOW variable in Perfion API queries, you could get incorrect results because the date/time was calculated incorrectly. This has been fixed.

Simple feature validation fix for decimal numbers

Simple feature validation was not working correctly when validation request was issued via Perfion API. This issue was fixed.

Actions - Multiple email address

It is now possible to add multiple email addresses in Actions.

Bugfix of Table Designer rendering robust towards unknown variants

In Table Designer when rendering cells and value has an expression it can happen that the expression value and the original feature value variants does not match due to expression value having unknown variant 'Expr'. A fix has been made to make the rendering robust towards this.

API query - Multivalue in an equal where clause

It is now possible to create API query with multivalue like:

<Where> <Clause id="Color" operator="="> <Value>Black</Value> <Value>Grey</Value> </Clause> </Where>

Search and replace

Bug in search and replace has a bug and replace on all items. The bug is fixed.

Issue with running Perfion on Windows 11 with Swedish or Finnish language

An issue with running Perfion on Windows 11 has been fixed. When Windows was set to use e.g Swedish or Finnish languagepack, the Perfion application would not start correctly. This has now been fixed.

2022-R2-SR1 (5.1.4)

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Perfion 5.1.4 now also includes the NAV 2009 add-in

From Perfion 5.1.4 we have re-introduced the NAV 2009 add-in.

2022-R2-SR1 (5.1.3)

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OData connection string updates

OData connection string parser was replaced with a new one which allows handling more complex cases. The old parser did not allow using double quotes in connection string parameter values while the new one allows to do that.

In addition to the new parser there was also an update to OData connection string specifications when using BasicAuth type authentication. In the new version, one can specify the actual basic authentication token directly instead of defining user ID and password.

2022-R2-SR1 (5.1.2)

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Bugfix of Table Designer rendering robust towards variants with mixed case

In Table Designer when rendering cells and value has an expression it can happen that the expression value and the original feature value variants have different cases (e.g. feature value variant is 'en' and expression value variant is 'EN'). A fix has been made to make the rendering robust towards this.

Application Server configuration files updated

The configuration files for Application Server were updated to include necessary runtime dependency bindings which were missing and did not allow the server to run correctly. 

User update related issues fixed

User creation and update had issues where Perfion would show an error related to Perfion license as a reason for error. The issue was related to user's Reader or Editor status handling and it was fixed.

Multi-factor authentication - Email server with without authentication

In the Multi-factor authentication it is now possible to use a mail server without authentication

EC API: FormatMultivalue did not working when , (comma) was used

Using "FormatMultiValue" to output multi values as one separated string failed when , (comma) was used as separator (or begin- or end-value). This has been fixed. 

Actions - Execute Actions on Items

An Action can be executed on chosen Item in the Grid. See the Action manual for more inforamtions.

Report folders are sorted in grid's context menu

In Perfion grid context menu the reports were sorted alphabetically, but not the folders. This update also sorts the report folders alphabetically.

Could not store Tasks if not General-tab was selected

In previous versions of Perfion you could get an error when trying to store a Task without having the "General"-tab selected. This issue has been corrected.

Item Grid - Reports and Publications in right click menu

The reports and Publications are now cached and will only be reloaded is the Reports and Publications changed.

Permits returned in Features-section was wrong

When permits were included in a Perfion API call, the permits returned was wrong. For non-Super Users/Admins the permits were calculated and for Super User/Admins it was not (assuming full access). It should have been the other way around and has now been corrected. Permits returned in data were correct. 

Image fixer tool added to Settings -> Support

There was added a new image fixing tool in Windows client under Settings -> Support. The tool will check all images in Perfion if there are any invalid and will fix them. The invalid image is such image which was uploaded using wrong file extension which does not match the actual image format. The tool will update file extension to match the actual image format and will regenerate image previews.

Action Execute Action list order fixed

Execute Action list order was changed to order actions alphabetically

Bugfix of Item Editor exception on selectable selection when item dependency used

When item dependency is used and special/rare case of item ID matching feature ID of selectable feature also used an exception could occur in Item Editor when the feature was selected.

This has been fixed.

Image conversion from CMYK to RGB

In some cases, the image conversion from CMYK to RGB removed some of the bark colors. A new conversion is used to perform the conversion.

Filter search with multiple values in an IN clause may fail

When doing a right-side search with multiple selected values in an IN clause, you may experience an error saying "_Incorrect syntax near the keyword 'AND'. Incorrect syntax near 'sub'_". This has been fixed.

Default selectable value handling fixed

One can use a selectable item in feature configuration as default value which is then automatically used when creating a new item data in Perfion. However, if selectable item as default value is defined, but later deleted from Perfion, then the default value is still used in Perfion as if it was not deleted. This issue was fixed so that when deleting the selectable items the default value would be automatically deleted as well. 

Actions - Adding external libraries

It is not possible to add external libraries which have dependencies to other sub libraries. In some cases the upload of DLL files excepted.

Feature data import updated to correctly handle binary extensions

Feature data import was incorrectly importing binary file extensions with prefixed dot in the front of extension. The issue was related to binaries which are imported from a remote server when using URLs. This issue was fixed.

Order "left side" items keep focus

Ordering eg. Category at the left side keep focus

Actions - Select.Csv define datatypes

A new parameter @ColumnsType makes it possible to define which data type a column should be and then e.g. keep leading zeros

Bugfix of storing property 'Can Grow' on Multi column Rtf report control

Multi column Rtf report control has property 'Can Grow' which is partially controlled by property 'NumColumns' (when 'NumColumns' = 1 then 'Can Grow’can be true/false and when 'NumColumns' > 1 then 'Can Grow' can only be false).
It is now possible to store the property 'Can Grow' as true if NumColumns = 1.

View selector

Focus handling in the View selector is optimized

Asset Cloud StorageGUIInterface project migrated to .NET 6

The Asset Cloud GUI interface project has been migrated from .NET Core 3.1 to .NET 6. .NET Core 3.1 has end-of-life in december 2022.

Grid view - Focus handling

Focus handling in the Grid view is optimized

Error when saving Asset Cloud settings

When updating Asset Cloud settings in the Perfion Client, you could get a validation error if trying to save an empty value. This is now fixed, so that empty values now are allowed if the storage location is the local database.

Bugfix of pdf document shown in reports for multivalue file features

When a multivalue file feature had more than one pdf file as value no pdf file was shown.

Documentation specifies the first pdf file should be shown.

This has been fixed and requires API service update.

Bugfix of change of language specfic characters not being recognized in update of feature value

When using e.g. the german character eszett ß and changing the letter to the two chars ss then the change would not be recognized and the original character ß would be kept. This has been fixed so proper language specific character handling will be detected.

Item Editor updated to always open base feature

Item Editor could open base feature item for editing, but in some cases it was possible to open item editor item using feature which is inherited feature from the base feature which did not work correctly and would not show all the item data. This issue was fixed so that whenever inherited feature item editing is requested Perfion will open its base feature item instead. 

Performance optimization of stage/compare functionality

Performance of the stage/compare functionality has been improved.

Could not apply Filter on Value if an invalid filter exist

Previously you could not apply a Filter on Value in the grid if an invalid filter existed. This has now been fixed.

Bugfix of index reports in publications getting proper output parameters

When publishing and the publish contains an index report using parameters the publish parameter values were not transferred to the index report - only the reports (superquery) default values were used.

This has been fixed so output parameters are transferred to the index report in same way as normal reports during publish.

2022-R2 (5.1.1)

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Bugfix of Table Designer supporting remote parameters

When using remote features with parameter in table - both in Table Designer and in report - proper parameter usage is now used.

2022-R2 (5.1.0)

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Removing all roles from a user would leave him with default roles

In previous versions of Perfion, if you removed all roles from a user, he/she would get assigned all the default roles. This error has been corrected.

API validation also validated base value

When updating a value for a feature with validation, Perfion would in previous versions also have the base-value validated using the same rule. That error has been fixed so now only the correct feature is validated.

Bugfix of Table Designer to not show empty features in dynamic tables

In Table Designer when using feature list (e.g. @GROUP(...)) an empty feature could be shown when the items in the table did not have values for the feature but the parent did have value. The error occurred if the feature was non-inherited. This has been fixed.

Actions - command Send.Email and method SendEmail

The Email library used in Actions is changed from System.Net.Mail to MailKit to secure future referments for authentications

Actions - SELECT.PERFION.REPORTDATA and Table Designer

The SELECT.PERFION.REPORTDATA did not find all features in the Table Designer if the table designer use Feature List to define the Features to the table design.

Internal cache do not need “View Server State”-rights to the Database

In Perfion 2022-R1-SR2, the Database user required the “View Server State”-rights to access the internal cache. The internal cache is changed and the “View Server State”-rights is not need anymore.

User IDs can now hold up to 26 characters

The unique user id on both users and groups can now hold up to 26 characters instead of the previous maximum of 10 characters. Furthermore it is now only allowed to create user ids using English letters, digits, underbars and dashes. User ids already created using now invalid characters will, however, not be converted and hereby be kept as they were in previous versions of Perfion.

Possible to create a scheduled job for synchronizing inactive users from Active Directory

Previously, it was only possible to sync inactive users when opening settings for Users & Groups.

Now it is possible to add a scheduled job to synchronize inactive users from Active Directory.
It is still possible to do a manual update by going into Users & Groups and pressing the button to sync inactive users from AD

Possible to migrate existing Perfion users to Active Directory users

Before Active Directory would be created even when a Perfion user had the same email.

Now it is possible to migrate all Perfion users with an email to AD users or migrate a single user

Export from grid updated to comment ReadOnly features

Export from grid includes features with enabled ReadOnly data property, but data from such features cannot be imported back to Perfion. Therefore, the handling of export was updated to comment such features by prepending a hash character which means that such features will be ignored when importing data back to Perfion using Feature Data importer.

DevExpress components has been updated

The Perfion software uses the DevExpress component library. This library has been updated to latest version, 22.1

Could not store Tasks if not General-tab was selected

In previous versions of Perfion you could get an error when trying to store a Task without having the "General"-tab selected. This issue has been corrected.

Configuration files for ApplicationServer package has been renamed

The configuration files included in the deployment package for the Perfion Application Server has been renamed to .example to avoid overwriting of existing .config files during upgrades. The administrator, after update of the database connection string, will have to rename the file to have the .config extension.

Views and Filters was not sorted correctly

Views and Filters selectors in the main grid did not sort the items correctly.
This has been resolved.

ECommerce-API: IncludeTiming-parameter did not include embedded binaries

The includetiming-parameter did not include the time it took to fetch and embed binaries in case these were embedded in the result of typically a GetProducts-call. This has been fixed.

Localizable feature filtering in the grid fixed

The filtering in the grid did not work correctly when using localizable features which had empty values. This issue was fixed.

Bugfix when copying item with children having values conflicting with default values

When copying an item in the grid where children exist having values for feature having default value the default value of the parent conflicts with the child values if inheritance used.
It is now not allowed in the feature configurator to both set a default value for a feature and set the feature as copy.

Support for calling translation from action

It is now possible to use a new script method in actions for translating text from one language to another.

DeepL translation available in Windows Client

It is now possible to translate feature values in the grid and in the item editor using DeepL.

Actions - ExecuteActionLoop

Parameters in ExecuteActionLoop was only resolved in the first loop. Parameters is not resolved in every loop.

Bugfix of Perfion API using case sensitive selectable values

In the Perfion API specifying a selectable as a value not using selectable ID now properly uses case insensitive values so e.g. specifying 'black' properly matches 'Black' in the database.

Import of table features possible

It is now possible to import also table features - both as base feature; i.e. add feature data to a table selectable feature and as a feature for another base feature; i.e. set table feature selectable value for a base feature.

Users without permissions to read Action-features would get error executing actions from menu

A user without read permissions to run Actions would get an error saying "No access to 'ActionMapTo'" when trying to execute an action from the "Execute Action"-menu. This has been fixed.

Multi Factor Authentication

It is now possible to setup Multi Factor Authentication at the login process.

New Dashborad version

The new Dashboard include things like, see the documentation for more information:

  • Multiple dashboards

  • User permissions for each Dashboard

  • New layout in the Windows Client

  • Dashboard widgets are organized in sections and rows

Expressions can be used for formula features in Table Designer

It is now possible to use expressions in Table Designer if the element is a formula value. Expressions available for Table Designer formula usage is: @FormatValue, @CaseReplace and @Convert.

Bugfix of Table Designer not sorting correct when feature with expression used for sorting

When Table Designer sorting is used (order attribute set) on column using same feature to sort as column feature and an expression is present for the feature column the sorting is now functioning correct using original value for sorting instead of expression resovled value.

Bugfix of Table Designer expressions not showing three letter language alternative captions/units

In Table Designer when using an expression like @FormatMultiValues(

{CaptionAlternative}

(

{Unit}

)) the alternative captions and units was not shown for language codes constisting of three letters (DAN, NLD, ...). The proper mapping is now done.

Grid/API performance optimizations

Grid and API operations when updating, deleting and inserting data were optimized to perform operations in bulk mode instead of handling data in 1-by-1 basis. These changes affects all operations in grid, but can also have influence in other parts of Perfion, e.g. when using Perfion API.

In Table Designer now possible to clear style setting

Before it was not possible to clear style settings in Table Designer. This is possible now as a default, empty option is available.

Update Tabel Designer documentation to describe sorting better

Due to some confusion regarding usage of Table Designer sorting (order attribute) the Perfion Table Designer manual is updated with better description regarding this.

Google Translate available in Windows client

It is now possible to translate feature values in the grid and in the item editor using Google Translate.

A new context menu item to import data added to categorizer feature items

A new context menu item added to all categorizer features used in sections on the left side. The new menu item allows importing feature data to selected categorizer feature. Before the change the same functionality was only available from Feature and Feature Data sections and with this update it is now available in all sections.

Reporting parameters now supports use of system-date calculations

Date parameters used in reporting now supports use of system date variable calculations. You can now enter expressions like @@DATE-1d which will be converted into a date with the value of today minus one day.

Bugfix of Table Designer expressions showing all language values for a derived value

In Table Designer when using an expression using derived feature values all language values of the derived value was used and not only the specific language used.
Example: @FormatValue(

{PassendesZubehör.Category.Value}

) - here all language values of localized feature Category were returned, now only the language value matching the current language used is returned.

Bugfix of Table Designer showing all localized multi values for specified language of a feature value and not only first value

The Table Designer only showed the first value of specified language of a localized multivalue. This has been corrected to show all values for specified language - as is done for non-localized multi values.

Perfion API now supports use of system date calculations

You can now, in the Perfion API, use system date variable calculations within clauses and update statements. You can now create an where clause like <Clause id='ProductValidUntil' operator='<' value='@@DATE+30d' /> which will find products that have a 'ProductVaildUntil' value less than today plus 30 days.

Better documentation on delete row/column/element in Perfion Table Designer

In Perfion Table Designer the pop-up menu item 'Delete' has been renamed to proper name 'Delete Element' as the command deletes a possible element inside the selected cell.
Furthermore the Perfion Table Designer manual has been updated with better description on Delete Row/Column in order to describe that split rows/columns cannot be deleted before they have been merged using the Merge command.

Proper Perfion table fixed width usage in reports

When a Perfion table is set to use fixed width - AutoWidth set to false - then proper fixed size set in Designer is now used.

Perfion table Url links clickable in reports

When a report contains a Perfion table with a feature value which is a link data type the url link is now clickable.

Bugfix of proper rowcount in API Query result window and Table Designer datasource result window

API Query result window and Table Designer datasource result window now contains rowount.

Bugfix to Table Designer feature list

Table Designer feature list keyword @LIST handling changed to exclude features having no values
Table Designer feature list keyword @FEATURES handling changed to allow list of name/ID in looked up feature value and to exclude features having no values
Table Designer feature list filtering of features having null value fixed to properly handle parent inheritance.

Support for empty multi-value parameters in reports

An multi-value parameter without a value would cause the report generation to fail. This has now been fixed so that values can be removed from the report options dialog and the report be generated correctly.