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Release 2020.3 is now available; it is a major release that contains many new features, bug fixes, and refinements.

We will begin scheduling 2020.3 updates on customer Test systems starting today, October 14th, 2020.

Notable Changes

  1. Major Changes to CustomerCenter
    1. Redesigned Persistent Cart
    2. Save Incomplete Requests
    3. Updated Submission Process
    4. Completely Redesigned Cart layout
    5. Customizable Widgets
    6. Customizable Menus & Links
    7. Redesigned Attachment Uploader
    8. Redesigned Change Menu options in CustomerCenter
    9. Added Training Videos for the new CustomerCenter features to the PCR-360 Wiki. 
  2. Added PHP 7.4 support
  3. Added Expense Management
  4. Multiple Improvements to MAC Address Support in Service Desk and Inventory
    1. The MAC Address is now a unique value across all Equipment Records and is enforced by a database constraint. 
    2. Note: Before upgrading to 2020.3, you will need to remove any duplicate MAC Addresses. An AdHoc query to find duplicate values has been provided in the AdHoc Library.
  5. Added Service Desk Action User Defined Fields.
  6. Added Documentation to the PCR-360 Wiki for Tracking Non-Traditional Services (e.g. software licenses).


Please review the Database Changes in 2020.3 and make any necessary changes to your AdHoc Grids, Custom Events, and API calls.

Review and Refresh Session(s)

We are planning two Review and Refresh sessions for 2020.3; the first session is scheduled for November 4th at 11:00 AM Eastern, and the second is scheduled for November 5th at 4:00 PM Eastern.

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Bug Fixes

New Features



Changed Features

Improved Performance

Removed Features


Release 2020.3.4 (4-19-2021)


Component

Description

Type

Incident(s)

Documentation

General

Enabled Form Read/Write Permissions on Tree Elements, including the Catalogs tree tools. Users can now set the Catalog tree(s) to Readonly or Permissions Denied.

Image Added

IN-5967

Reports

Emailing a grid report with all rows from the grid, now includes all rows (previously the emailed report only contained the first row).

Image Added

IN-3059

IN-5896


Service Desk

Completing an Upgrade/Downgrade Action once again copies the UDF values to the Service. (This fix was back-ported from 2020.4.2)

Image Added

IN-5983


Release 2020.3.3 (3-19-2021)


Component

Description

Type

Incident(s)

Documentation

Billing

The Call Rate form now allows 5-digit decimal currency values.

Image Modified

IN-5723

General

E911 Changes

This update will update the data in the E911 snapshot and load E911 fields from All addresses in the Database. 

Generating the E911 report now requires using the USE_E911_NENA2_FIELDS configuration option, if the option is not enabled the process will throw an exception.

NOTE: This will likely create a change record for every Service on a Building where the Nena2 fields were previously blank. The change records created by this process would be a one-time change.


The E911 Report will now convert "Court" to the prefix "CT".

IN-5724

Notifications, Escalations, and Events

The Notification Log form no longer throws an error when the CC (email) Field is populated.

Image Modified

IN-5201

Service Desk

Added a new Escalation/Notification Filter Variable, SDWF_ADDNEW,  to Service Desk Workflow events. 

Image Modified

IN-5201

Escalation Criteria

Creating an Escalation

Escalations

The "Add From SDC" button on Workflow no longer triggers two Workflow Start Date Notifications

Image Modified

IN-5201



Release 2020.3.2 (2-10-2021)


Component

Description

Type

Incident(s)

Documentation

API

When creating Upgrade/Downgrade Actions via the API, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the API Request).


Image Modified

IN-4978

IN-4987


Cable

Updating or saving a Cable Path on a Multiple Location Service no longer displays the message "A path may only be added to a Service with a Location."

Image Modified

IN-5670

CustomerCenter

Validation Errors, from Custom Validation messages, will now be sent to Customers who submit an Incident Request in CustomerCenter.

Image Modified

IN-5671

General

The Crystal Reports: Batch Filters Grid should no longer fail to load for Oracle customers.

Image Modified

IN-5622

Imports & Exports

When creating Upgrade/Downgrade Actions via an Import, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the Import File).


Image Modified

IN-4978

IN-4987


The Equipment Import will no longer allow Invalid MAC Address Formats.

Image Modified

IN-5011

Services

Generating a range of non-Phone Service records should no longer fail to create the Service records.

Image Modified

IN-5184

IN-5222

IN-5194


Service Desk

Increased the size of the "From Equipment Catalog" and "To Equipment Catalog" columns for the Service Desk Cable records to prevent data truncation.  The Service Desk Cable Archive table was also updated.

Image Modified

IN-5047
Adding a User-Defined Column (UDC) to the My Service Desk Workgroup or Workflow grids no longer displays an "Oops Error" message.

Image Modified

IN-5189

Service Desk Archiving Fixes

  • The Service Desk Archiving process will now archive Service Desk Items where some data was not defined (such as a NULL value for the USE_QUANTITY column on Service Desk Charge records).
  • When a single Service Desk Item fails to Archive, will no longer get stuck; the process will continue to archive records.

Image Modified


IN-5090

IN-3923


Returning Equipment on a Billed or Completed Action should once again create a credit charge.

Image Modified

IN-5177

When creating Upgrade/Downgrade Actions on a Service Order, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values.


Image Modified

IN-4978

IN-4987



Release 2020.3.1 (12-16-2020)


Component

Description

Type

Incident(s)

Documentation

Billing

Billing Group Pricing now applies to GLA Charges.

Image Modified

IN-5072

Cable

Creating a new Cable Path from the Service form no longer defaults to creating the Path with a status of Left In.

Image Modified

IN-5066

Calls & Rating

The Call Rating process no longer fails if the Service Host cannot be determined.

Image Modified

IN-5057

IN-4321 


CustomerCenter

Expired Requests can no longer be submitted from the new CustomerCenter Cart.

Image Modified



Some AdHoc Grids that failed to export as CSV files previously, will now export from CustomerCenter.

(i.e., AdHoc Grids that use bind variables may now be exported as CSV files from CustomerCenter.)

Image Modified


AdHoc Grids

Imports & Exports

The Call Import no longer triggers "Undefined index AUTH_CODE_FLAG" warning messages that can fill up the Error Log.

Image Modified



GLA Import Fixes

  • The Import no longer creates a blank component record using an empty string rather than a null value.
  • The Import can now find existing GLA records when the last component of the GLA is blank. Previously the Import was not able to look up those GLAs.

Image Modified

IN-4446

IN-5094


Inventory

Staging multiple pieces of Equipment at the same time from the Warehouse Actions grid no longer reuses the same Equipment record multiple times.

Image Modified

IN-4429 

Reporting

Corrected minor formatting issues with PDF reports.

Image Modified

IN-5013

Service Desk

Users can now open the Service Desk Form that corresponds to the Workflow record from the Workflow Grids (i.e. if the Workflow is on an Action, the User may open the Action form or the Workflow form from the Workflow Grids).

Image Modified

 IN-4427

My Service Desk

Workflow

The Service Desk Archive Log retention process now properly cleans up log entries based on the timeframe set by the configuration option ARCHIVE_LOG_RETENTION.

Image Modified


Archive Log
Improved the loading times for the Service Desk Tab on Services & Equipment. For Oracle customers, the grid was either extremely slow or would not load.

Image Modified

IN-4336
The "Type Value" selector on the Escalation Criteria form now lists all Service Desk Types.

Image Modified



Service Desk number formats less than 8 digits now work properly.

Image Modified



Service Desk Items will no longer allow Services and Equipment to be Owned by both a Contact and a Department Owner.

Note: There will be an AdHoc added during the upgrade process to allow customers to find and fix any Services or Equipment that have two Owners defined.

Image Modified

IN-3335

IN-4395

IN-4340


The columns on the Service Desk Archive grids now match the corresponding Service Desk Grids (i.e. the columns on the Service Desk Actions Archive grid now match the Service Desk Actions grid.)

Image Modified

IN-5090

IN-3923


Release 2020.3 (10-14-2020)


Component

Description

Type

Incident(s)

Documentation

API

The API no longer allows the creation of Services without a formatted Service ID value.

Image Modified


Services API Calls

Billing

Added Expense Management

  • Invoice Reconciliation
  • Current Charges Discrepancy
  • Missing Invoiced Item

Image Modified


Expense Management
The Bill process now checks for Equipment Billling Group overrides on Equipment Charges.

Image Modified

IN-4342
The Bill process now checks for Billling Group overrides on GLA Charges.

Image Modified



Cable

Added an "Update Existing Path End Points?" checkbox to allow users to update Path Endpoints when changing the Destination Equipment on a Pair/Strand.

Image Modified

IN-2843

Pairs/Strands

Cable

Deleting a Pair/Strand record on Oracle no longer triggers an "Oops Error." 

Image Modified



CustomerCenter

Redesigned the Shopping Cart

  • Persistent Cart

    • The Cart is saved as items are added. If the user logs out of the system and then back in, the Cart will be restored.
    • The count next to the Cart Icon now indicates how many requests are in the Cart, not the number of individual items in the Cart.
  • Save Incomplete Requests

    • Customers may enter partial requests and save them for later.
    • Each Request is saved automatically, even if the values required to submit the Request (s) are not populated.
  • Updated Submission Process

    • Requests can be submitted individually or in bulk.
    • Customers can submit some or all of the requests from the Cart.
      • Submitted requests must specify all required information.
    • Requests missing required information cannot be submitted.
    • Each Request can have a customizable name, limited to 30 characters.  The default name will be "Request 1", "Request 2", etc.
      • When the requests are submitted, the request name will be saved as a remark on the Request.
  • Completely Redesigned Cart Layout

    • The Cart may contain multiple requests.
    • Each Request has an Icon to indicate whether the Request is "Complete" or requires more information. 
    • Requests are editable from the Cart. 
    • Partial Requests cannot be submitted.
    • One or more requests can be submitted or deleted at a time.

    • Individual Actions and Equipment may be deleted from a request.
    • Requests are validated before submission. 
    • Added a configuration option to allow Pending Requests to Expire. 
      • A button to the top of the cart allows the user to toggle between current and expired Requests.
      • Expired Requests cannot be submitted.
  • Added the Service Reference field to Change Actions in the Cart.

Image Modified


The Cart

CustomerCenter Parameters

Cart Redesign Requirements

Training Videos

Customizable Content

  • Custom Menus

    • The functionality is restricted to PCR-360 Administrators.
    • Customized menus obey set permissions in PCR-360.
    • Customers can manage the Menu to:
      • Rearrange Menu items
      • Add items to the Menu.
      • Delete/Hide items from the Menu
      • Use custom labeling for items on the Main Menu.
      • Allow users to set permissions to show or delete Main Menu items.
  • Widget Customization/Customizable Sections

    • Custom content (widgets) may be added to the following pages:
      • Homepage (as widgets)
        • Multiple custom widgets may be added to the homepage.
        • Custom Widgets and System widgets can be rearranged.
      • View Bill (top of page)
      • Order Tracking (top of page)
      • Cart (top and bottom of page)
    • This functionality is restricted to Administrators.
    • Videos (YouTube, Vimeo, etc.) can now be embedded into a CustomerCenter Widget.
  • Getting Started Widget

    • The "Getting Started" pop-up was replaced with a "Quick Links" widget.
  • Redesigned Alerts in CustomerCenter

    • Alerts can be displayed in the header on CustomerCenter, below the Menu (similar to how Alerts are displayed in PCR-360).
    • Clicking on an Alert displays a pop-up of additional information.
    • Users can set the color on the Alerts, similar to PCR-360 Application Alerts.
  • Custom Questions (Using Action UDFs)

    • The functionality is restricted to Administrators.
    • Questions can be global or unique to a specific Service catalog.
    • Questions may be required or optional.
    • Questions will be presented to the user in the Cart.
    • Questions and Answers will be stored on the Incident/Service Request.
      • Both will be stored on the Action as "Action UDFs."
  • Renamed the Admin page CustomerCenter Theme to CustomerCenter Admin.
  • Note: User Preferences, a Customizable hamburger menu for Change/Remove Requests, and Custom Fonts were not added for this release. 


Image Modified


CustomerCenter Administration

User Defined Fields Associations

Adding Videos to CustomerCenter

Customizable Content Requirements

Training Videos 

Change Requests for Multiple Location Services now allow the user to select which of the Service's Locations will be used for the Request.

Image Modified



Options for easier selection of a Contact or Location

  • Users now have the option to choose an Owner type of "Contact," "Department," or "I can't find" in the Cart.
  • Users now can choose a Location using the "Find Existing Option" or "I can't find" option in the Cart.
  • Note: If "I can't find" is chosen, the user can type in the Contact/Department Name or Location into a text field. This information will become a remark when the Request is submitted. 

Image Modified

Users Group 2019The Cart
Added a Qty selector to the Service Catalog shopping page. Each orderable item (Services and Equipment) now have a quantity selector.

Image Modified

Users Group 2019Shopping
Urgency can now be set on Requests in the new Shopping Cart. The Urgency can be set as Low, Medium, or High.

Image Modified

Users Group 2019The Cart
Added an Owner Selection to the Shopping pages. This allows a coordinator to select an Owner, who they will submit a request on the behalf of, and the available shopping options will be restricted by the Billing Group Permissions.  

Image Modified


Shopping
Added the ability to download/export AdHoc grid data as a CSV file from CustomerCenter. 

Image Modified

IN-2912

We improved the CustomerCenter Theme Manager design.

  • Improved Uploader for the Theme Logo.
  • Improved Theme selector.
  • Replaced the Create New Theme link with a New Theme button for creating a new Theme. 
  • New buttons for Make Active, Copy, Preview, Reset, Deactivate, and Delete Theme options.

Image Modified


CustomerCenter Administration

Redesigned Receipt Page (Submitted Request Summary)

Image Modified


Submitted Request Summary

Redesigned Change Menu Options in CustomerCenter.

Image Modified


Department and Services Widget
Replaced usages of "Order Tracking" with "Request Tracking."

Image Modified



Cart Data in CustomerCenter will be removed by the Service Desk Archiving process when the related Service Desk Items are Archived.

Image Modified



Changed the button labeled "Continue" to "Submit" when submitting General Requests and Incident Requests.

Image Modified



Changed "Report a Problem" to "Report an Issue" in the Main Menu.

Note:  This is a default value in the Menu. With the customization options added to CustomerCenter, users can now change this default setting.

Image Modified



Changed "Incidents / Problems" to "Incidents" on the Request Tracking page.

Image Modified



CustomerCenter no longer supports Internet Explorer (IE).


Supported Browsers
CustomerCenter now checks Billing group Permissions before displaying Services and Equipment available for purchase.

Image Modified


Shopping
Service Order UDFs now show in the new CustomerCenter Shopping Cart. Incident UDFs now show on the "Report a Problem" Incident Request page. Previously, only Service UDFs were displayed in CustomerCenter.

Image Modified



The Service Host is now populated on Change Actions created from CustomerCenter.

Image Modified

Users Group 2019
Services no longer show up twice in the Services/Equipment List when a Service has more than one GLA.

Image Modified



The Requestor is now set when submitting Requests using a General Request

Image Modified

IN-4134
The Service Option Flags are now passed through from CustomerCenter to the Requests (and then to the Service Orders).

Image Modified

IN-2965

IN201833105


Autocomplete/Auto-filtered values on CustomerCenter pickers now let you select a value. (Previously, if you started typing in the picker fields and a drop-down with auto-filtered selections appeared, you could not select a value.)

Image Modified

IN-4126
Task Actions are no longer displayed as Add Actions in the Cart.

Image Modified



Using the "Breadcrumb" navigation at the top of the Equipment Catalog page now takes the user back to the page that was selected, rather than the first page.

Image Modified

IN-3693 
The default sort for the directory page now correctly sorts by Name.

Image Modified



Certain User Defined Fields, such as Currency, no longer cause an error when a Service Request is converted to a Service Order, or when an Incident Request is converted to an Incident.

Image Modified



When a Service Request is created, and there is a matching SDC, the SDC is now applied to the Service Request.

Image Modified

IN-4125
Exporting a CSV from the Department Services and Equipment Widget no longer results in a blank CSV document.

Image Modified



The Contact Picker tooltip no longer randomly shows up in CustomerCenter.

Image Modified



Submitting a package from CustomerCenter, which uses an Equipment type SDC, now adds the Charges from that SDC to the resulting Request.  

Image Modified



General

Added PHP 7.4 Support

Note: PHP 7.4 is not required at this time to upgrade PCR-360, however, a future upgrade will require PHP 7.4, since PHP 7.2 support is ending in December 2020.

Image Modified


PHP 7.4 Upgrade Instructions
Removed Incident Request and Order Request as criteria for the Service Desk Association on User Defined Fields.  Instead, Incident and Order should be used. 

Image Modified


User Defined Fields
Fixed issues with the built-in validator. 

Image Modified



Imports & Exports

Ports/Pins/Lens Import

  • The Import no longer requires the Status value of updates. (It is still required for Adds).
  • The Import now requires a Side to be specified.

Image Modified


Ports/Pins/Lens Import

Equipment Import

  • The Import now validates values for IP Addresses, subnets, gateways (IPv4 and IPv6), and the MAC Address. 
  • The Import no longer crashes (throws an SQL error) when some Equipment Import fields are mapped and no values were provided in the file.
  • The Import no longer fails when the Purchase Price is left blank.
  • The Import now requires the Serial Number for new records if the REQUIRE_SERIAL_NUMBER configuration option is set.
  • The Import can now find existing records by Serial Number, or by the new Equipment RECID field. Note: This is useful when trying to update Equipment where the Equipment ID and Asset Tag are both empty.
    The lookup order for the Import:  Recid, Asset Tag, Equipment ID, then Serial Number.

Image Modified


Equipment Import

Service Order Import

  • The Import now supports the Rating Group Service detail option.
  • The import can now use GLAs where the first or last GLA Component is blank.

Image Modified


Service Order Import

Cable Path Import

  • The Cable Path Import now has a mappable Service RECID field to let you specify a Service that has a blank Service ID.

Image Modified


Cable Path Import

Service Import

  • The Import now reports an error when you try to add Equipment to a Service that is already associated with another Service.
  • The Import now allows users to create an Other Type Service or Custom Type Service that has a blank Service ID.

Image Modified


Service Import

Unified the logic for Service ID lookups in the following Imports to provide a more consistent experience between Imports: Cable Path, Service Charge, Service Order, and Service. The Imports now find the correct Service record if you provide an Alias, a formatted Service ID, or an unformatted Service ID.

Image Modified

IN-3276

Inventory

MAC Address Changes

  • The MAC Address is now a unique value across all Equipment Records and is enforced by a database constraint. Note: Before upgrading to 2020.3, you will need to remove any duplicate MAC Addresses. An AdHoc query to find duplicate values has been provided in the documentation column.
  • Customers will now have a more consistent experience when searching for a MAC Address on the Equipment grid.
  • It is now possible to bulk add Equipment records with the MAC Address.

Image Modified

Image Modified


Inventory: Network Tab 

AdHoc Duplicate Query

AdHoc Library

MAC Address Requirements

Services

If the USE_RATING_GROUP configuration option is turned on, the Rating Group column now displays in the Service Grid.

Image Modified



Service Desk

MAC Address Changes

  • The following information was added to the Service Desk Incidents, Orders, and Actions Printouts.
    • Equipment ID
    • Serial Number
    • MAC Address
  • The MAC Address field on Service Desk Equipment now accepts both formatted and non-formatted MAC Addresses. 
  • The MAC Address field is now enabled on the Incident Equipment Form, just like it is on Service Desk Orders and Actions.

  • The MAC Address and other identifiers (Equipment ID, Asset Tag) will not be updated on the Equipment Record until the Service Desk Equipment is completed.

Image Modified



Warehouse Actions

Service Desk Equipment 

Incidents 

MAC Address Requirements

Added Service Desk Action User Defined Fields.

  • This change renamed the User Defined Fields Tab to Service UDFs on Actions.
  • Action UDFs are displayed on the User Defined Fields Tab on Actions.
  • Action UDFs can also be displayed on CustomerCenter.

Image Modified


User Defined Fields
The Copy to New Form of a Service Order Action will now copy Billable, Essential, and Directory Service Options correctly.

IN-2819

IN-2900

IN-3007


When the USE_RATING_GROUP configuration option is used, users can now assign the Rating Group on Service Desk Actions



Selecting certain SDC values for Upgrade/Downgrade Actions (on Oracle only) no longer throws an error.

Image Modified



Corrected inconsistencies related to when the MAC Address field was displayed for Equipment on Actions. This also fixes cases where the MAC Address was incorrectly or inconsistently saved. 

Image Modified

IN-2919 (IN201936593)

IN-2885


The Add/Edit Button has been restored to the Add New Service Desk Equipment Form; now you can create Equipment from the Service Desk Equipment Form.

Image Modified

IN-3323
The Override GLA is now retained when saving a Service Desk Equipment Record.

Image Modified

IN-2966 (IN201833140)

IN-2966


Completing Unit Equipment that is in a Picked-Up state, no longer displays an erroneous error message that there is no Equipment Available at the chosen Location.


Image Modified

IN-4083

IN-4361

IN-3798


On Service Desk, choosing Consumable Equipment, where only the exact Qty of Units Equipment is available in the Warehouse, no longer prevents Completion. 

Image Modified

IN-4014

IN-4064

IN-4205

IN-3560


...

Table NameChangeTable Changes
CC_THEME_ELEMENTSUpdatedAdded new theme values.
USER_DEFINED_FIELDS_ASSOCUpdated
ADD SECOND_CRITERIA_COLUMN VARCHAR(50)
ADD SECOND_CRITERIA_RECID INT(11)

Updates data in the CRITERIA_VALUE column.

CC_CONTENT_WIDGETSNew
CC_CONTENT_WIDGET_PLCMTSNew
CC_CONTENT_WIDGET_ROLESNew
CC_REQUESTSNew
CC_PACKAGESNew
CC_REQUEST_ACTIONSNew
CC_REQUEST_STANDALONE_EQPNew
PERMISSIONS_MDL_CNTRLLRSUpdated

Updates data in the CONTROLLER_NAME column.

MENUUpdatedUpdates data in the TEXT column.
AGG_VENDORCHRG_CHARGECODESNew
AGG_VENDORCHRG_IMPORTFILENew
AGG_VENDORCHRG_SERVICEIDNew
AUDIT_VENDOR_CHARGESNew
IMPORT_RECORD_FORMATSUpdated
ADD `AUDIT_THRESHOLD_PERCENT` DECIMAL(18,5)  NULL
ADD `AUDIT_THRESHOLD_AMOUNT` DECIMAL(18,5) NULL
ADD `AUDIT_THRESHOLD_STATUSDAYS` INT NULL
ADD `AUDIT_EXPECTED_CHARGES` LONGTEXT NULL
EQUIPMENT
Updated
ADD UNIQUE INDEX EQUIPMENT_12 (`MAC_ADDRESS`)
SERVICE_DESK_CABLING_PIT
UpdatedIncreased the size of columns FROM_EQUIPMENT_CATALOG
and TO_EQUIPMENT_CATALOG columns to 255 characters
SERVICE_DESK_EQP
Updated
ADD COLUMN `EQUIPMENT_ID` VARCHAR(100) NULL
ADD COLUMN `ASSET_TAG` VARCHAR(100) NULL
ADD COLUMN `MAC_ADDRESS` VARCHAR(20) NULL
SDA_SERVICE_DETAILS
Updated
ADD COLUMN `RATING_GROUP_LISTS_RECID` INT NULL


Metadata Schema


Table NameChangeTable Changes
No Changes

...