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Cloud Release - August 2024

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Release Notes

RELEASE August 2024


DF-NET480-2024.8.0.35; DocBatch-2024.8.0.40;

Features

Preserve DataField SmartPart markers
In the Template Designer, we now allow the preserving of content control markers for DataField SmartParts to perform further processing of DOCX documents downstream. This allows for scenarios where a document can be generated with the intent of further populating it manually before converting it to PDF and sending it for signature.
New DocFusion Stats Engine
We have completely overhauled the Stats Engine with a new unified stats database, new APIs and self-service UIs to aggregate stats for document generations and generation error codes. 

The new engine supports configuring an organizational structure used to roll up stats under various segments within your business. The org structure is fully customizable, allowing you to set up a multi-level hierarchy such as Countries, Cost Centres, Divisions, etc.


Stats are aggregated against the org structure by passing the associated org structure node's code into the source field on generation requests.

This update includes changes to stats APIs now available under DataBroker API controller. New methods for searching stats, error stats and managing org structure are now available.
Workbench now has a new org structure editor and Stats searching interface.
Users can be assigned to a new "Stats Viewer" role that will give them access to these features.
Error code stats are restricted to certain error codes relating to document generation failure only so some errors like error code 30 is excluded at the moment.


Note: Stats will be written to the new DB going forward. For cloud customers, historic stats from the start of 2024 will be migrated to the new database under the “Default” organizational structure node. For self-hosted customers, the old stats database will still be available for querying, but you must update your integrations/reports to be compatible with the new stats database. We provide a stats migration tool, so if you would like to migrate your old stats into the new DB, please contact us for assistance. 


Enhancements

Batch Generation Routing on Elastic Generation
New enhancement to our elastic generation engine that now supports detecting batch transactions and routing to dedicated Batch pools. This allows for improved scaling and isolation of batch workloads during peak periods.
Major Enterprise Batch Engine Enhancements
Improvements in Stability and Performance. This update includes changes to the internal queuing system, improved resource usage and database optimizations to help improve stability and performance under extreme load conditions. This update also includes improvements in telemetry and reporting to leverage the newly upgraded DocFusion Stats Engine. 
Upgraded to .NET8.0
We have upgraded our .NET Core services to .NET8.0. This does not include services that are still planned to be migrated to .NET Core.
Added IDS API method for self-service management of clients
We implemented a new API method on IDS for creating and updating client details to enable self-service client secret management.


Fixes

Fixed a minor issue with Workbench notifications
We resolved a minor issue where a user would see incorrect notifications when accessing a newly created Business Unit (BU). They would still only see notifications meant for them but unfiltered by BU. 
Fixed a DB collation issue on stats aggregation
We resolved an issue with DB collation preventing stats aggregation resulting in increased database sizes.
Fixed issue with tenant creation via workbench
Resolved an issue where the creation of a new BU/Tenant would fail.