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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 October 26th, 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
  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.


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


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Component

Description

Type

Incident(s)

Documentation

API

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


Services API Calls

Billing

Added Expense Management

  • Invoice Reconciliation
  • Current Charges Discrepancy
  • Missing Invoiced Item


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

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



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.

IN-2843

Pairs/Strands

Cable

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



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. 
      • Expired Requests show up in a collapsible section at the bottom of the cart page. 
      • Expired Requests cannot be submitted.
  • Added the Service Reference field to Change Actions in the Cart.


The Cart

CustomerCenter Parameters

Cart Redesign Requirements

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. 



CustomerCenter Administration

User Defined Fields Associations

Adding Videos to CustomerCenter

Customizable Content Requirements

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



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. 

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.

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.

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.  


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

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.


CustomerCenter Administration

Redesigned Receipt Page (Submitted Request Summary)


Submitted Request Summary

Redesigned Change Menu Options in CustomerCenter.


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



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



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



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.



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



CustomerCenter no longer supports Internet Explorer (IE).


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


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.



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

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



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

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

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.)

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



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.

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



The Account Details Widget is no longer available for customers who have not purchased the Accounts Receivable module.



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.



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

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



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



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



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.


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. 


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



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.


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.


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.


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.


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.The Import now properly uses the value defined by the GLA_IMPORT_CONCATENATOR configuration option when looking up the GLA defined in the Import.


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.

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.


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.



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.



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.


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.



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. 

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.

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

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.


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. 

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_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

...