Difference between revisions of "Bxp Release 10 SER 2 prerelease notes"

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Planned updates moved from SER1 to SER2
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bxp Release 10 Service Enhancement Release 1 has no set date for release yet.  Cooperation and collaboration with clients is currently in progress.
  
= Existing Module Updates =
 
  
== Communications Centre ==
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Planned updates moved from SER1 to SER2
  
=== Attachments ===
 
 
 
The bxp email engine is to be expanded to facilitate the sending of attachments with emails.  This change will require file management capabilities to be added to the module.
 
 
 
The primary attachments will allow files from the Report Library module to be added to the emails.  Delivery rates will be reduced but the facility is sought by numerous clients.
 
 
 
This facility will also provide the basis for outcomes in a form being able to attach documents directly.
 
 
 
=== Mail Merge issues ===
 
 
 
The engine of bxp had a direct integrated link with Word. Create.Object(“Word.Application”)
 
 
 
This used Microsoft Office XP which is no longer supported by Microsoft.  As a result the engine has been disabled for security reasons.
 
 
 
An alternate using RTF is being investigated and applied and will be available in this release.
 
 
 
== Form Management ==
 
 
=== Cross Linked report repair ===
 
 
 
This is identified as a bug that the reports are not working as posted in the Wixi.  This will be fixed for the release.
 
 
 
=== Create template from form ===
 
 
 
This engine will construct a blank Excel template of a form using the field mapping fields, which will match perfectly, for data to be filled into them.
 
This should allow mass copying of data into an Excel sheet which will perfectly match and load easily into bxp.
 
 
 
 
=== Word to form fix ===
 
 
 
Identified as not working with some outputs, a number of fixes are going to be applied to the creation of a form using the text based data input process.  These are fixes based off hamsters and reported incorrect logical outputs.
 
 
 
 
=== Access on Pass ===
 
 
 
This is an outcome extension that allows security permissions, specifically a UAM function and content security permissions application can occur on successful passing of an exam.
 
 
 
A reporting showing the linking is also to be developed, to make management easier.
 
 
 
This process means that career pathing is easier to implement.
 
 
 
 
=== Outcome Exception Cost ===
 
 
 
This processing engine will allow exception costs to be added by the outcome rather than through AJAX.
 
 
 
Exception costs are discussed in Projects section
 
 
 
 
=== Record deletion audit log fix ===
 
 
 
Currently grouped record deletion requires a reason to be provided.  It has been highlighted that these reasons are not instantly available to users to review.  This fix will see the comments and the record Ids being properly logged into the system audit trail for review through System Access Management.
 
 
 
 
=== Access by Security Groups ===
 
 
 
Currently the limiting security engine for messages is based off access to forms.  This engine is to be changed to use Security Groups from the Organogram instead.
 
 
 
For historical messages, the security will be maintained but going forward Security Groups will only be available.
 
 
 
For limited access user sends, the user can only send to security groups they are in.
 
 
 
 
== System Access Management ==
 
 
=== UAM “function” support engine ===
 
 
 
Since the launch of UAM it’s speed, accuracy and popularity amongst clients and security specialists has shown that a UAM approach is far more effective for administrators to manage a business.
 
https://www.bxpsoftware.com/wixi/index.php/UAM_-_User_Access_Management
 
 
 
A system setting flagging “Using UAM” will be added to system settings.
 
 
 
When turned on in a system,  add and edit a user will only provide a list of UAM buttons.  The buttons will self-generate based on accounts flagged as templates.
 
 
 
UAM template users will have flags available allowing them to be easily managed, using the new enhanced layout above.
 
 
 
Any modifications of the UAM accounts will be logged in the audit trails.
 
 
 
The user management console will be moved to prominently appear in the user administration section of SAM.
 
 
 
Each user account if based on a UAM will now have a flag listing on which UAM template user account it is based.  This will help reporting and group user updates.
 
 
 
 
=== UAM and SAM wixis ===
 
 
 
After all these changes a significant amount of wixi material will need to be updated to reflect the new user interfaces.
 
  
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= Existing Module Updates =
  
This documentation will see a gap between go live and testing where documentation may exist on the wixi before the functionality is in place.
 
  
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{| class="wikitable"
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! Module
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! Icon
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! Total Changes
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! Link
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|-
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| Communications Manager || [[File:006.png]] || 3 Changes || [[Bxp_R10SER2_-_Communications_Centre]]
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|-
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| Form Management || [[File:038.png]] || 7 Changes || [[Bxp_R10SER2_-_Form_Management]]
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|-
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| System Access Management || [[File:016.png]] || 2 Changes || [[Bxp_R10SER2_-_System_Access_Management]]
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|-
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|}
  
  

Revision as of 11:54, 21 February 2018

bxp Release 10 Service Enhancement Release 1 has no set date for release yet. Cooperation and collaboration with clients is currently in progress.


Planned updates moved from SER1 to SER2


1 Existing Module Updates

Module Icon Total Changes Link
Communications Manager 006.png 3 Changes Bxp_R10SER2_-_Communications_Centre
Form Management 038.png 7 Changes Bxp_R10SER2_-_Form_Management
System Access Management 016.png 2 Changes Bxp_R10SER2_-_System_Access_Management


2 Items Planned

2.1 Data Profiling

2.1.1 Analytics using R

R is a free statistical computing tool available from https://www.r-project.org/


bxp will generate data in a format compatible with R to facilitate the implementation of a number of data mining algorithms.


Algorithms currently considered

  • kMeans Clustering algorithm
  • k Nearest Neighbour algorithm
  • Apriori algorithm
  • CART 4.5 algorithm


2.2 Time Tracker enhancements

2.2.1 Scheduling

The output of the scheduling engine will manifest that the hours in Time Tracker will be prefilled with a user having the ability to edit as their day progresses.


Actual scheduling will be done by a new module called Scheduler and the interaction of the output will be supported by Time Tracker.


3 New Modules

3.1 Expenses Management

The Expenses module in bxp jargon is the logging of costs incurred as part of the delivery or a project. An expense is logged to an individual and requires that individual to be reimbursed by the business.


Expenses are associated with a project.


Expense items include entries such as mileage, subsistence and operational day to day costs of smaller one off purchases for the business.


Expenses will also support an administrator approval engine

Module_-_Expenses_Management


3.2 PO Module

The Purchase Order (PO) Management module allows for the management of Purchase Order requests, approvals and tracking. Where significant purchases are to be made by a business a purchase order management approach allows for sense checking of purchases by management.


Module_-_Purchase_Order



3.3 Scheduler

The scheduler module will deliver in conjunction with Time Tacker and Appointment Manager the ability to plan staff hours and allocate them in advance.


The module is in concept stage and is being worked through with a client to deliver specific requirements.


The primary challenge in the development of this module is the development and application of the resource allocation algorithms


As bxp moves towards being able to offer ERP solutions, the schedule features as a key stepping stone in this development https://en.wikipedia.org/wiki/Enterprise_resource_planning


Module Icon Total Changes Link
Project Manager 050.png 8 Changes Bxp_R10SER1_-_Project_Manager
Time Tracker 000.png 2 Changes Bxp_R10SER1_-_Time_Tracker
KeyStats 036.png 5 Changes Bxp_R10SER1_-_KeyStats


4 General

4.1 Scheduled reports plan

Scheduled reporting will be moved to W3 and Db2 to reduce operational load on W1, W2 and Db1


4.2 API Tester Engine

Currently testing the API engine requires an external solution to poll the bxp servers. To make testing the interface more controlled and generate consistent repeatable results, an API testing interface will be developed.


This interface will be developed using PHP and live on the www.bxpsoftware.com public webserver. The interface will be available to all to use and provide sample code.

4.3 API Hamster Report (Moss and others)

To make API support easier hamsters generated by the API engine will be interrogate-able and searchable. This interface will initially only be available to internal All n One staff with the interface on refinement being rolled out the System Access Management module.


A new section for API support will be provided in the System Access Management module.


4.4 System Wipe function

This tool will purge all data and accounts from the ww5 or live environments as required. The tool will require a special code only supplied by All n One staff to allow a client enact the removal of all their data.


This tool also will help to reset testing environments where experimentation or training is required.


4.5 Big reports plan

Where are a report is identified as working on a very large data set, e.g. > 10,000 CDA records, the report will be generated on W3 and Db2 in a scheduled fashion. When the report has generated it will be available in the Report Library module for collection. An email notification will also be sent to the user that the report is ready to collect.



4.6 System notification emails

A number of email and reports from bxp come from a variety of email addresses currently. These are to be unified under the bxpsoftware.com domain.

  • security@bxpsoftware.com
  • hamsters@bxpsoftware.com
  • notification@bxpsoftware.com
  • alerts@bxpsoftware.com
  • compliance@bxpsoftware.com