January 2017 Release Notes. Agiloft Version 6 R10

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1647 File names are case-insensitive during import Improved file name recognition to be case-insensitive when importing attached files.
The system now checks for variations in capitalization when determining a match between the import file data and the attached file name.

1687 Password related security options Introduced new password security options, which are available in the Options tab of the Password field wizard:

1. Do not allow login and password to be the same. An additional option places a restriction on the password from containing the login string at all.

2. Require user to change their password if it is reset.

3. Control reuse: If Yes, prevents users from reusing previously used passwords when entering a new one, for example when their old password expires.

1696 Email-based ownership name parsing

The options in the Store Sender's Address section of the Inbound Email wizard, located at Setup > Email and SMS > Configure Inbound Email > edit or add new account > Record Mapping tab, now include the ability to store the email address and name in separate fields.

This is especially helpful if ownership in some tables is based on email address and users may have different names used for the same address; for example, "John Smith <john.smith@aaa.com>" and "John G. Smith <john.smith@aaa.com>". Separating the name and email address will prevent errors due to name-sensitive email recognition.

Additionally, when the second option is chosen, the system will parse email record ownership recognition in cases where the recognition is based on the email address, and the address is displayed in both "AAA <aaa@aaa.com>" and "aaa@aaa.com" forms. The system now recognizes that these two forms of email address are synonymous. When the first option is chosen, the system will still expect strong matching of both the name and email parts of the record.

1714 Full-text search for Chinese words Full word search is now available for the Chinese language. By including the Chinese dictionary in the Agiloft installation package and leveraging the Stanford Chinese Segmenter library), full-text search is now possible for entire Chinese words, in addition to the previously supported character search.
1715 Improved conditional content capabilites in print templates

A new formula for print templates now allows large sections of text to be inserted conditionally, based on a formula or field values.

This helps simplify print templates when large sections of static text are only included if some criteria is met.

Below are examples of the applicable scenarios for this feature:

Scenario 1: If the condition is true, <PARAGRAPH1> and <PARAGRAPH2> are inserted; if the condition is false, delete the paragraphs from the print template output.

$endif <TEXT>

Scenario 2: Assume condition1 is false and condition2 is true. The text following condition1 will be removed and the text following condition2 is retained.

$startif(condition1) <TEXT> <TEXT> $endif <MORE TEXT> $startif(condition2) <TEXT>$endif

Scenario 3: Assume condition is true. <MULTIPLE PARAGRAPHS> below will be retained.

$startif (condition )


Scenario 4: Assume condition 1 is false and condition 2 is true. Part of the text following condition 1 will be deleted and text following condition 2 will be retained.

$startif( condition1 ) <TEXT> <TEXT> $endif <MORE TEXT > $startif (condition2 ) <TEXT>



Print templates can still utilize the simple formula $if ($case.priority == ""Critical"" ? ""Important issue"" : ""Normal priority"") to include shorter strings of conditional text. The new formula offers additional flexibility for print templates.

1721 New field in Teams table: Allow emails to be sent to this team

Added a new Allow emails to be sent to this team choice field in the Custom Fields tab of the Team wizard.

Available values are Yes and No. The default value for most existing teams is Yes. Teams which contain customer in the team name have a default value of No.

1722 Currency conversions in formulas fields Added the ability to perform currency conversion in fields. This converted amount can be used as a field's default value formula, as well as during mass edit and in update actions.

The following formulas enable you to perform currency conversion calculations:
  • RateOfExchange(from_currency, to_currency, [date])
  • convertCurrency(from_currency, to_currency, amount, [date])

For example, the formula of a field to convert USD to Euro could look like:

convertCurrency("USD", "EUR", $amount_in_dollars, $payment_date).

This field would take the Amount in dollars field and convert the amount based on the currency conversion rate on the date the payment transaction occurred, based on the Payment Date field. The new field would display the result based on its settings and field type.

It is also possible to leave out the date from the field. If the formula excludes the date, the currency will be converted at the current rate. In the example above, this would look like:

convertCurrency("USD", "EUR", $amount_in_dollars).

Currency conversion formulas use the JSON API fixer.io to obtain exchange rates published by the European Central Bank. These rates are updated daily at approximately 4pm Central European Time (CET).

1725 Systemd Linux support Added full support for systemd-based Linux systems. Although systemd does have legacy support for SysV scripts, the Agiloft installer previously didn't work properly with systemd distributions.
1727 FTS re-indexing optimization Optimized the process of FTS re-indexing on record updates so that unchanged data is not re-indexed. This will reduce the server load during record modification.
1732 DocuSign documents attached with signature certificate DocuSign integration added the ability to create signed documents combined with their signature certificate.
A new Combine with Certificate of Completion Yes/No choice field was added to Docusign Envelope table with a default value of No.

When an Envelope Status update with a status of Completed is received via DocuSign Connect, the Agiloft DocuSign extension checks if this envelope record's Combine with Certificate of Completion value is Yes and retrieves a PDF containing the combined contents of all documents and the certificate in one file.

1735 Optimization of Calculated Fields recalculation Calculated Fields recalculation has been optimized to avoid sending multiple requests for the same record/column after a record is saved. This significantly reduces the system load caused by background processes.
1736 Enhanced support for keyboard shortcuts It is now possible to define shortcuts via Setup > Look and Feel > Shortcuts. KB admins may set shortcuts to navigate to table views, open recent records and searches, etc., and then apply these settings to teams. For complete details, click here.
1737 Variable to define failed email resending

Added two variables which enable users to configure whether, and how often, to re-send failed emails. The variables can be found by navigating to Setup > System > Global Variables > Variables with Default Values.

The new variables are:

  • stop_resend_to_broken_smtp (label: Do not resend old letters) - defines the oldest age of emails in days for messages that should be resent when the SMTP connection is reestablished. The default value is 5.
  • try_resend_to_broken_smtp (label: Period to resend failed letters) - defines the frequency in minutes at which the system should try to resend emails that failed due to a broken SMTP connection. The default value is 30 minutes. 
1738 Sort order for collated records when sending email Changed the sort order of records which are collated on email sending. Records are now sorted by ID in ascending order.
1739 Calculated JMS (Java Message Service) queue optimization Enabled an in-memory duplicate message collector for the calculated fields recalculation requests queue, which uses a smaller disk load and doesn't have a disk space leak. This will reduce the risk of an unresponsive status from the server when performing operations.
1740 Improved ability to mass edit field properties Improved the ability to mass edit field properties in the Table wizard and eliminated instances of unexpected behavior. Please visit the Fields topic for a list of fields and their available mass edit functions.
1745 Improvements to the user interface

Made a number of improvements to the user interface:

  1. In the Icons tab of the Look and Feel wizard, a new setting was added that determines whether table icons are displayed in the Left Pane.
  2. In the Last Opened and My Assigned sections of the Left Pane, summary text is now displayed in full upon mouse over.
  3. In the Pane Body section of the Left Pane tab of the Look and Feel wizard, we added a Padding option.
  4. In the Forms tab of the Look and Feel wizard, added the ability to set the left, right, top and bottom padding, as well as selected and un-selected font and background colors, for action and navigation buttons in their normal, mouse over and active states.
  5. In the Toolbar tab of the Look and Feel wizard, added left/right and top/bottom padding to the Wizard Tabs section. This setting also impacts the Wizard Selected Tab and Wizard Tab Mouseover sections.
  6. Improved the alignment of menu items and padding in the user interface.
1747 Performance improvements in record conversion

Made a number of optimizations to improve the performance of record generation via conversion actions.

1751 Begin a Bomgar support session from Agiloft A new script allows support representatives to launch a Bomgar session to a Jump Client that has been pinned from within Agiloft.

To set up this functionality within a Bomgar-enabled KB:
  1. Create a Short Text field named bomgar_jump_client_search_criteria in either the Support Cases or Helpdesk Cases tables, and add it to the Layout.
  2. Create an Action Button with a Script Action:
    1. In the Before Executing Actions section, select Save Record.
    2. Select Open a URL Provided By and choose Action.
    3. Add a Script Action. The name of the action is LaunchBomgarJumpClientSession.jar. For this to work, the Jar file must be available under the Scripts directory of the KB. To add the file to the directory, contact customer support and ask the representative to upload file attached below to the correct location. The path will be specified in the corresponding Script Action Wizard.
    4. Save the Action and the Action Button and add it to the layout.
    5. Save the Layout.
To open the Jump Client in Agiloft as a Bomgar Support Representative:
  1. Within Bomgar, you can pin a Jump Client in the Representative Console. For more information, see here.
  2. Log in to Agiloft as a Bomgar Representative, and also log into the Bomgar Representative Console.
  3. In the relevant record, enter a search string that matches the Jump Client. This can be a substring of the value in the Name or Comment field in the Bomgar Console.
  4. Click the Action Button.
  5. A script provided by Bomgar will be either downloaded or automatically run by your browser to launch a new Bomgar session. If the script is downloaded, double-click on the script to launch a new Bomgar Session.
1753 Table view performance improvements Table views were redesigned to not use iframes. This has resulted in a faster GUI, lower response times, and reduced in-browser memory usage. This will also improve the loading times of records which contain large numbers of related tables and multi-value linked fields.
1756 File field restrictions on attachment file type

A new configuration script AttachedFileExtensionChecker.jar enables users to control the types of files that can be added to a file field by restricting file extensions. There are three options to configure file type restrictions:

1. In the Admin Notes section of a file field, add a note defining the allowed file extensions, using the following format:

<file_types_allowed>.docx, .jpg, .pdf</file_types_allowed>

This tag can coexist with other note items, and has precedence over the other restriction methods. However, it would need to be added for each file field individually.

2. Create the following new global variables:

  • file_types_allowed - uses a comma-separated list of permitted file types.
  • file_field_names_validate_types - uses a comma-separated list of file fields in which the file_types_allowed items are applied.

3. Leave the script defaults as they are without configuration. The default settings are:

  • Allowed file extensions: .docx, .jpg, .pdf, .jpeg
  • File field name: attach_document
1762 Loop detection for API emails API emails are now given loop protection along with other email types.
1765 New functions "find" and "matches" Two functions were added to the Formula Wizard.  The find and matches functions can be used in Variable Formula fields, print templates, mass edit, field default values, and update fields actions.

Find - finds a sub-sequence of the input sequence that matches the pattern and returns true if, and only if, a sub-sequence of the input string matches the specified pattern.

Syntax: find(pattern, text[,flags])

  • Example 1: find("flour", $ingredients)
    • This formula returns true if the text 'flour' is found in the text field $ingredients.
  • Example 2: find("flour", $ingredients,"im")? "Contains Gluten": "Gluten Free"
    • Returns "Contains Gluten" if 'flour' or 'Flour' is found in the $ingredients field, else it returns "Gluten Free". Multi-line mode is enabled.
Matches - matches character sequences against patterns specified by regular expressions and returns true if and only if the entire text matches the pattern.

Syntax: matches(pattern, text[,flags])

  • Example 3: matches("Sales Department",$linked_department)
    • Returns true if the $linked_department field contains 'Sales Department'.

Flags - Flags string for either function can contain 'i' which enables case-insensitive matching and 'm' which enables multi-line mode.

For example, the expression find("flour", $ingredients, "im") will return 'true' if the sequence 'flour' or Flour' is found, and 'false' if it is not. Case-insensitive matching and multi-line mode are enabled by the optional flags "im".

Note: The find and matches functions accept only strings as arguments.  You can force the system to evaluate some non-string data types as strings by adding an empty string with +"".  For instance, a link to single fields from other table with multiple values enabled (MVE) is not stored as a string. If the 'find' function is used to look for some value such as 'anonymous' in a multi-value linked field (MLF) called External CCs, the formula might look like the following:

find("anonymous", $external_cc+"")

By adding an empty string to the MLF value - using +"" - the MLF value is converted into a string for search purposes.

  • Example 4: find("apples",""+$selected_fruit,"i")
    • Returns true if the multi-value linked field $selected_fruit contains 'apples' or 'Apples'.
  • Example 5: matches("3",$id+"")
    • Returns true if the $id, converted to a string, is 3.
1766 Help Redesign and Customization

The Agiloft help system has been moved to a new, flexible web platform. We've also added the ability to customize the help menu that appears to users from within a knowledgebase.

By default, all help links from within a KB now open to https://wiki.agiloft.com, and all of the contextual link icons open to their relevant topics in the new site. 

The new help is designed to be more attractive and easier to navigate, search and find answers related to high-level Agiloft functionality, as well as offer administrator and developer content. It will also be up-to-date with Agiloft's development and the most current release versions.

For more information, see: Using the Wiki.

In addition, the help can be customized for different business environments. Navigate to Setup > System > Customize Help to open the Help Setup screen. The screen offers the following configuration options:

Primary Help Location - defines the location of the online help. By default this is set to https://docs.agiloft.com. All help links in the system will take the URL base location. For instance, the End User Interface help link will direct to https://wiki.agiloft.com/display/Help/End+User+Interface.

However, this location can be set to a custom help location, such as MyCompanyWiki.agiloft.com, which could redirect the same topic to https://MyCompanyWiki.agiloft.com/End+User+Interface, and all references to Agiloft in the help will be replaced with MyCompany. In addition the look and feel can be somewhat customized including the company logo in the upper left. This customization requires some additional development work to ensure that all of the elements appear correctly and that the new company name and the look and feel are correctly reflected in the help with the new URL. This service is provided to Agiloft resellers only at this time. Please submit a ticket via the Support Portal if you wish to rebrand your Agiloft help system.

In addition it can be set to the Local Server, which will provide the local help files that are distributed with the application, and None which will remove the references to help altogether. Note that the local help files are no longer being updated, so the contents will not reflect the most recent software releases.

Knowledgebase-Specific Documentation - allows you to add a link to any help documentation that relates to your system. By default this is set to None. Adding a URL and Link Text will create the link in the Help drop-down in the upper right.

Product Documentation/Support Login/Upgrade Download Page/About Agiloft - allows you to leave the additional help links or remove them from the Help drop-down in the upper right.

1770 More languages supported

Added support for a number of new languages to the Language tab list in the Teams wizard. Each of these new languages also has a corresponding GUI properties file so that the whole interface may be translated and localized:

  • Hungarian - GUI_hu.properties
  • Urdu - GUI2_ur.properties
  • Arabic - GUI2_ar.properties
  • Chinese (Hong Kong) - GUI2_zh_HK.properties

Please note that interface translations for these languages have not been provided.

1771 ADFS SAML 2.0 support

Added support for Active Directory Federation Services (ADFS) 3.0 in Agiloft SAML single sign-on.

To enable Agiloft SAML for ADFS, the current installer includes the jar files local_policy.jar and US_export_policy.jar, whose sizes are 3035 and 3023 respectively for verification purposes. The jar files are located at [Agiloft_Install_Directory]jre/jre/lib/security.

Follow these steps to integrate ADFS 3.0 and Agiloft SAML SSO:

  1. In your Windows Server instance, open the ADFS Management Console.
  2. Select the Relying Party Trusts folder and add a new Standard Relying Party Trust from the Actions sidebar.
    1. In the Select Data Source screen, select the second option and upload the Agiloft SP Metadata XML file.
    2. On the next screen, enter a Display name - for example, SkyScanner-Agiloft SAML.
    3. On the next screen, select the ADFS FS profile radio button.
    4. On the next screen, ignore the multi-factor authentication - you may setup the multi-factor authentication if required by your authentication policies.
    5. On the next screen, select the "Permit all users to access this relying party" radio button.
    6. On the next two screens, the wizard will display an overview of your settings.
    7. On the final screen click Close to exit and open the Claim Rules editor.
  3. Once the relying party trust has been created, you can create the claim rules and update the RPT with minor changes that aren't set by the wizard. By default the Claim Rule editor opens once the trust has been created.
  4. To create a new rule, click on Add Rule. Create a Send LDAP Attributes as Claims rule.
  5. On the next screen, using Active Directory as your attribute store, do the following:
    1. In the LDAP Attribute column, select E-mail Addresses.
    2. In the Outgoing Claim Type, select E-mail Address.
    3. Click OK to save the new rule.
  6. Create another new rule by clicking Add Rule, this time selecting Transform an Incoming Claim as the template.
  7. On the next screen:
    1. Select E-mail Address as the Incoming Claim Type.
    2. For Outgoing Claim Type, select Name ID.
    3. For Outgoing Name ID Format, select Email.
    4. You need to modify the signing algorithm on your relying party trust. Select Properties from the Actions sidebar while you have the RPT selected.
      1. In the Advanced tab, switch from SHA-256 to SHA-1.
  8. Once the relying party trust has been created, you can create the claim rules and update the RPT with minor changes that aren't set by the wizard. By default the claim rule editor opens once you created the trust.
  9. Confirm the changes by clicking OK on the endpoint and the RPT properties.

At this point, ADFS is fully configured. In Agiloft, check that the user has been added and the email address has been correctly set. 

1772 New data type to create Relationship Diagrams

A new Relationship Diagram field type was added, which allows users to visualize the relationships between linked records as tree diagrams. The possible uses of the Relationship Diagram field are numerous, as it can model a large range of scenarios where there are dependencies and linked relationships between organizational assets, tasks, contracts, and other items.

For instance, a business might support various clients with individual configurations of hardware and software, and the relationship diagrams could enable them to keep track of these setups and the dependencies that they require. As another example, software release versioning could include various functionalities and features, breaking changes, and interdependent components - all of these could be represented in relationship diagrams for a release version number and maintained in future releases.

The example below illustrates a simple relationship diagram showing assets, also called configuration items:

In this case, the company's Slack/Email/Calendaring system Uses a Slack Company Account, and Requires an Exchange Server to run. This Exchange Server uses another set of components, which in turn have their own dependencies.

The diagram is restricted to depicting the selected item's parent and child relationships, with the depth specified in the field wizard, but not siblings. The diagram for related assets looks different depending on which item (record) is selected when the relationship tree opens.

A relationship diagram field was added in the Configuration Items table of our out-of-the-box ITIL KB template. To open the diagram, click the tree icon.

To set up a relationship diagram field, the following items must be present in the table:

  • A linked relationship, such as a linked field set or related table, of upstream relationships.
  • A linked field set or related table linking to downstream items.

In addition, you must choose how to label the item boxes and arrows in the diagram. When configuring the diagram field, select a field to identify and label the items in the diagram. You can also select a field to label the relationship arrows, or use hard-coded text labels such as 'Parent' and 'Child'.

1775 Direct File Edit enhancement to edit Office files and save to URL New options are available for File with Versioning fields that allow users to open MS Office attached field files, edit them locally, and save them back to the Agiloft field. The following field types currently work with direct file editing:

Check back soon for complete documentation in the online help.
1776 Group Permissions Ownership and Saved Search information

In the Tables tab of the Group Permissions wizard, located at Setup > Access > Manage Groups > (edit a group) > Tables tab, the information in the Record Permissions column has been significantly improved.

The Record Permissions column now shows how ownership is defined for the table. This makes it easier for the admin to configure permissions, as they do not need to navigate to the Table setup wizard's Permission tab to view ownership definitions.

In addition, the column now displays the names of any Saved Searches which are applied to the record permissions.

Previously, this column showed only the name of each active permission, for example Edit Own or View Other, for the table.
1780 System choice list options can't be modified during import During record import, it is no longer possible to modify system choices by adding new lines to the choice list, even if the 'Create all missing choice values' option is selected. Users will see the following warning on import:

Problem importing field <Field name>. New choice value <Choice name> can't be added to field <Field name> that uses a
<Choice type> system choice.

This enhancement does not interfere with the ability to add choices during import to user-added choice lists.
1781 Global Variable for default date parsing A new "Default day/month order for date/time strings" variable in the Global Variables wizard, available at Setup > System > Manage Global Variables, was added to improve date parsing from inbound emails. The system will parse date values according to the rules specified in this variable. 

The variable options are:
  • MDY
  • DMY

Examples of the parsing results for each setting are shown below:

MDY (month/date/year)

 Date Value Email Content 
 Jul 20 2016

 --Agiloft Parsed Info;


event_date: 07/20/2016

--Agiloft Parsed Info--

 Dec 11 2016

--Agiloft Parsed Info;


event_date: 12/11/2016

--Agiloft Parsed Info--

 Jul 01 2016

 --Agiloft Parsed Info;


event_date: 07/01/2016

--Agiloft Parsed Info--

 Nov 12 2016

 --Agiloft Parsed Info;


event_date: 11/12/2016

--Agiloft Parsed Info--

DMY (date/month/year)

 Date Value Email Content 
 Dec 11 2016

--Agiloft Parsed Info; en;--

event_date: 11/12/2016

--Agiloft Parsed Info-- 

 Nov 12 2016

--Agiloft Parsed Info; en;--

event_date: 12/11/2016

--Agiloft Parsed Info--

 Nov 25 2016

--Agiloft Parsed Info; en;--

event_date: 25/11/2016

--Agiloft Parsed Info--


If the variable is set to Locale, it will use the system's locale value, unless it has been redefined in the Email Content header. Its value specifies the exact locale to use for parsing. For instance:
  • en_NZ will parse as DMMYY
  • en_US will parse as MMDDYY

The email field header can also contain the locale, which the Locale variable value will use. For instance:

--Agiloft Parsed Info; en;--

uses system locale

--Agiloft Parsed Info; en_NZ;--

uses New Zealand locale

--Agiloft Parsed Info; en_US;--

uses USA locale

1788 Linked Field new columns auto-populate during sync Improved the way that Linked Fields are updated during sync. Now, if a new column is added to the source field, and contains data in the target, the values in the target will update immediately when the sync happens. Previously, the new column would be empty even if it contained data in the target KB.
1790 Ability to update locked records via conversion

Record conversions can now be done even when the record is locked for editing. This will work when two tables have a conversion mapping where an identifying field is mapped for conversion and also marked as the 'Primary field used to display a match'.

As long as the field value matches between the records in the tables, the conversion will update the corresponding records. If a conversion action with these conditions is included in a rule which runs in the background, it will even update locked records in the background. Note that conversion actions should have the 'Silently with no confirmation' option selected.

Conflicts during conversion are resolved automatically, in cases where the same field is updated by the user when locked and also by record conversion. In these cases the value which is set by conversion takes precedence over user changes.  

1791 SAML Name field length increased
The length of the "Value of either Name / FriendlyName Field of Attribute tag" field in the Service Provider Details tab of the SAML Configuration wizard has been increased from 65 to 255 characters. This will prevent errors saving the SAML configuration in cases where the length of the SAML Attribute Name is longer than 65 characters. 
1795 String search for email files with HTML String searches now work for .msg and .eml attached files in cases where the files contain HTML code. Previously, search only worked with plain text for .msg and .eml files.
1796 Encryption of SAML Request / Responses RSA 1.5, SHA-1, SHA-256, SHA-512 are now supported as SAML Assertion Encryption algorithms for Single Sign-On support. For more information, see here.
1802 Warning message when KB import will delete a KB

A warning message is now displayed if a user attempts to import a knowledgebase with the same name as an existing knowledgebase on the same server, since this will cause the existing KB to be deleted and overwritten unless the user changes the imported KB name.

1803 DDL propagation optimization Optimized the Data Definition Language (DDL) propagation process so that the duration of DDL table lock is now shorter in cases where the structure of large tables with links to other tables has been modified.
1808 Workflow editor reworked for cross-browser compatibility The graphic Workflow editor, which can be accessed on the Workflow tab of the Table wizard, no longer runs on a Java applet that is not supported by some browsers. The new graphic editor uses JavaScript libraries such as React to retain all the same features as the previous Workflow editor, and is mostly indistinguishable from the previous editor, and all existing workflow configurations will be retained on upgrade. Users are no longer required to download additional plug-ins or prompted to run Java on Chrome, Firefox, and IE browsers.

In addition, the Workflow Override window is now available as separate tab in the Table setup wizard called WF Overrides, which enables workflow override permissions to be set independently from the Workflow editor. Previously, the Workflow Override window opened as a pop-up window when workflow changes were saved. This tab enables you to define which groups can view workflow actions and override them.

The Workflow editor is described here.

1809 New option 'Update the parent window when conversion is complete' It is now possible to force a refresh of the parent window when conversion actions are launched from a record. This option is available when setting up a Conversion action that shows users the interactive dialog or the confirmation screen.

1812 Encrypted KB backups

In the Admin Console, KB backup files can now be encrypted automatically during the scheduled backup.

In the Admin Console, navigate to Backup > Edit or create new backup > Options tab to see the new Encryption section.

To enable KB backup encryption:

  1. Select the Encrypt Backups check box to add encryption to all backups by default.
  2. Click Generate New Public/Private Key Pair. The public key will appear in the Public Key box.
  3. Click Download private key to save the private key file to your desktop.
  4.  Now when the scheduled backup occurs, the KB will be encrypted with the public/private key pair.

To import the encrypted backup, use EWIMPEX command line with the form: --decrypt [private key path] --file [backup file name].

Note that decryption will now be impossible without the private key, meaning that if a new pair of keys is generated, it will be impossible to decrypt backups that were created with the old key.

In addition, the Options tab of the Backup wizard also contains a new option: "After creating backup execute script". This enables you to add a script for sending new backups to a different location such as an SFTP server. The script must be placed in the /opt/server/Agiloft/data/admins/scripts directory.

1813 NTLM version 2 support Agiloft Single Sign-On now supports NT LAN Manager v2 (NTLMv2). For more information, see here.
1814 Increased character limit for default file name formula field for Print actions

In the Print Action wizard, the character limit for default file name formulas in the 'Define the default file name' input box was increased from 99 characters to 512. Previously, the character limit prevented complex file name formulas with long field names or regular expressions.

1816 DocuSign access reset button added

A Reset Access action button was added to the DocuSign configuration screen, at Setup > Integration > DocuSign > Configure.

When the button is clicked, a confirmation dialog opens.

After confirmation, the button removes any connect ID and OAuth tokens from the KB. This is particularly useful when the admin needs to disable DocuSign in a test copy of a production KB.

The button will only remove DocuSign credentials from the current KB, meaning that if access is removed from a test KB DocuSign can continue to work in production.

1817 Enhanced password reset functions The following enhancements were made to the password reset process:

Users may reset their system password by clicking the password reset link on the login page. On the password retrieval form, the user enters their login or email address, then chooses whether to receive a reset code by email or SMS text message.
  • If email is selected, the user receives an encrypted login link to reset their password.
    • Note: the encrypted link to password reset will expire in 24 hours. 
  • If SMS is selected, the user must have a cell phone account on record. After clicking the SMS reset link, the user is taken to an authentication screen where they must enter the 6-digit access code sent to their cell phone.

Previously, no SMS options were available and users were able to retrieve their original password instead of resetting it. Note that the user's group must have 'Allow Sending Password' set to Yes in the General tab of the Group wizard in order to receive email and text messages to reset passwords.

In addition, the Forgot Password? link has been removed from the default Agiloft GUI2 login screen for improved usability. Customized or KB-specific login pages can still use the Forgot Password? link. 

1821 Modified system login page and added 'Show KB Names' global variable
Improved the security of the default server-wide Agiloft login page, which is available at https://<serveraddress>/gui2, by removing the drop-down box listing the names of the knowledgebases on that server. If a user wants to login via the gui2 page, they will need to type the KB name manually.

For on-premise or in-house installations of Agiloft, this behavior can be controlled in the Admin Console by a new 'Security: Show KB Names' global variable. The default variable value is 'No'; selecting 'Yes' will display a drop-down list of KB names on the server login page at https://<server>/gui2/

1825 New option to control table border visibility To maintain upwards compatibility while improving the Look and Feel options, we added an option in the Look and Feel wizard that determines whether table cell border settings are determined by the user's View or by the look and feel.

Table Borders Visibility
(x) Use view settings
() Override view settings and turn them (x) Off () On
1830 Improved record processing in Time-Based rules
Improved the logic of time-based rules to improve their accuracy, in cases where a time-based rule's start time is delayed due to a previous rule running past the second rule's scheduled start time. This could cause rule failure if the delayed start time caused records to no longer meet the rule's saved search criteria by the time it ran.

Now, the saved search will always run on time so that the list of records found by the rule criteria is ready for the time-based rule to act upon when it comes up in the processing queue. 
1831 Adobe Sign integration Integrated with Adobe Sign to provide e-signature solutions for contract and document management customers. An Adobe Sign account can be added to a knowledgebase, which enables sending documents to Adobe Sign accounts where they can be signed by the account holder and updated automatically in the KB.

Read the full documentation in our wiki.

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1690 Link menu for All Communications table The full Link menu is now available for the All Communication table. It's possible to link and unlink communication records using the following menu items:
  • Link selected items
  • Link selected items and items in search box
  • Unlink selected items
  • Find linked items

1711 IP tracking for 'Login Failed' events Improved IP tracking for 'Login Failed' type Activity Log entries.

The log now displays the correct originating IP instead of, which can enable users to locate the origins of a failed login, for instance after a DDOS attack or a hacker attempt to get into the system. 
1712 Exception on editing groups Fixed an error which occasionally appeared during periods of heavy server load when the user tried to edit a group from the Manage Groups screen.
1717 Error when printing license usage Fixed an exception which occurred when printing license usage. Now license usage records print correctly.
1719 Changed action transfer behavior during sync Changed the logic of action transfer during sync, in cases where both the source and target KBs contain actions with identical names in the same table, but the actions have different UUIDs.

Previously the sync created duplicate actions in such cases, which made cleanup of the target KB complicated. Now, sync still transfers the duplicate action, appended with the suffix 'created by sync'.
1720 Blank pages when saving records with NTLM Resolved an issue where blank screens would appear after clicking the Save or Cancel buttons in a record in cases where NTLM authorization was used.
1726 Temp directory cleanup after running OCR actions Files are now erased from the temp directory after running an OCR action to prevent storing unnecessary files after the OCR process completes.
1730 SAML connection issue due to space in KB name Fixed a SAML connection problem which occurred when a knowledgebase contained a space in its name.
1731 DocuSign signer role change tracking DocuSign integration now tracks when a signer role changes in order to enable users to monitor cases when a signer delegates their responsibility to someone else. 
In that case the original signer's role is changed to CC, and the new signer is added to the DocuSign Recipients table.
1734 SFTP connection issue with special characters Fixed an SFTP connection problem which occurred when the password contained special characters. Export and import actions will now be saved and work correctly when the password part of the URL contains special characters.

In addition, an SFTP import problem was resolved where the action would fail if the user did not have permission to change to the root (/) directory.
1742 Available Icons and Icons in Use display

Resolved an issue where the icons in the Available (unused) icons and Icons already in use as Table Icons sections of the Graphics tab in the table wizard were appearing in the wrong places.

1743 Import timeout now set by global variable

The Timeout: Record Update Time global variable is now used for Import to set a transaction timeout when importing a record. This will prevent import from failing in cases where a timeout caused by background processes on record creation happens, until the time specified by the record_update_timeout value.

1744 Error when importing data from zip files Fixed an error which appeared when attempting to import data from a zip file in cases where the compression method is not supported. The correct error message now appears.
1746 Error on data import Fixed an error which appeared in cases where the user began uploading a file in the Import wizard while an import of the same file was in progress. The import process has been separated from the Import wizard so when a new file is uploaded, the import process can still read the original file.
1748 Improved ESA connection security

Added the ability to require an authorization key when connecting to an external ESA if the Secure API Calls section in the External Sync screen has been enabled in a sync configuration.

The Secure API Calls section enables you to generate a key that must be used when accessing the ESA API.

1750 Record History and Table View performance optimizations
  1. The record history state database writer has been optimized to avoid deadlocks under heavy system load when working with rules for records having adjacent IDs.
  2. Table view rendering of date, date/time, HTML fields and the Email/SMS menu has been optimized and now incurs up to 30% less server load.
1752 Date/time indicator for attachments Fixed a problem with incorrect date/time stamps in attachments which occasionally happened when the server and knowledgebase time zones were different. Now, the date/time stamp in attached files is the same as the corresponding History entry, using KB time.
1754 Error when deleting Teams

Resolved an error which occurred when deleting Teams when the Team had been selected in a chart/report schedule in the "Run every <number of> minutes during working hours of <team name> team'. Now the Team can be deleted, and the schedule in the chart/report will be automatically changed to 'Never'.

1759 Sync improvements

We made the following improvements to the sync engine:

Quick Search field selection list included in sync - The Quick Search field selection list, which can be managed by clicking the Edit Quick Search Fields button in the Indexes tab of the Table wizard, will now be transferred during sync.

Added the ability to sync Alt Text and Notification Icons along with other View attributes. 

Added the ability to transfer the 'Merge PDF Document' and 'Convert Document Format' actions when syncing.

1760 Salesforce data transfer Improved Salesforce sync so that out of memory (OOM) errors do not occur when large numbers of records are transferred from Salesforce, or when there is a large amount of data in separate Salesforce records.
1761 Bomgar integration fixes Fixed the following Bomgar integration issues:
1. If the Bomgar password contained special characters that are used for URLs, the event listener failed.
2. Bomgar Chat summary did not work, due to a change in Bomgar API call behavior.
1764 Conversion actions on versioned files Resolved an issue where, when performing conversion actions on files with older versions, the action would not use the most recent version of the file, resulting in records with empty file fields. The conversion now uses the most recent file version.
1769 Google OAuth hyperlinks Ensured that all keywords used in SAML and Google OAuth hyperlinks are processed in the same way as with regular hyperlinks. Previously, only the first hyperlink keyword was processed and the remainder were ignored.
1773 MSSQL errors when modifying records Resolved errors which appeared occasionally under MSSQL when updating records or clicking action buttons. This error could occur when saving records after selecting many values in a link to selected fields with multiple values enabled and was caused by a truncated HTTP request.
1774 Missing Linked Field settings based on table subtype Resolved an issue where the visibility and requirement settings of Linked fields could be lost when re-importing a KB. This could occur when the conditions were based on the 'Type' field, which denotes a subtable; for instance, if a linked field's visibility in the People table was based on Type=Employee.

Now Linked Field attributes are preserved after a KB export and re-import.
1778 Dialogs not working in Firefox after update Resolved an issue caused by a Firefox upgrade which prevented a number of dialog boxes from opening correctly, including calendar inputs, date/time inputs, and multi-value linked field and choice list lookups.
1782 Twitter integration update
Twitter integration, which can be managed by navigating to Setup > Integration > Twitter, has been updated in line with recent Twitter changes so that users can integrate Twitter accounts into a KB, and can receive and reply to tweets within the KB.

For more information, see: Twitter Integration
1784 DocuSign envelopes for top-level domains Made the following DocuSign improvements: 
1. Updated the Commons Validator library to version 1.51 which includes new top-level domains, such as NYC.
2. Removed top-level domain (TLD) checks when sending DocuSign envelopes so that envelopes can be sent to top-level domains without issue.
1785 Error when printing records with a truncated file Resolved an error which appeared when printing records to a .docx file in cases where an image with a size that was truncated to zero was attached for inclusion. Now the documents print without errors, and the truncated file is included as a plain text file name.
1786 Google Chrome login error Resolved a "Requested action is in progress already" error message which appeared occasionally when the user logged into a KB from Google Chrome and pressed Enter instead of the OK button on the login page.
1789 Error when viewing and editing records Resolved an error which occurred under various circumstances when viewing and editing records, due to a threading conflict with a race condition. 
1792 Currency values export format
Currency field values are no longer converted into scientific notation during export. 
1797 Printing multiple images Image fields which contain more than one image will now correctly print out in Word 2016 templates that reference an image field variable.
1799 Printing HTML content via linked variables Fixed HTML formatting and display of text inserted into print templates as a linked variable chain, for instance $person.support_rep, rather than a local variable from the current record such as $support_rep. Now HTML formatting is kept intact in printed documents when being inserted via a linked variable.
1800 Outlook MSG Attachment Parsing
Resolved an issue where emails with .msg attachments which were sent from Outlook were not correctly parsed. Now attachments with a .msg type are correctly parsed.
1801 Error generating Charts / Reports with action buttons Resolved an error which appeared when creating a Chart / Report in cases where the report view contained action buttons. Reports with action buttons in the views are now displayed correctly in the report view. As before, action buttons can not run actions from a report view.
1804 Web service failure for multi-paged data retrieval Fixed a problem with the web services SOAP method EWSearchTableWithQueryPaginated, which previously raised an error or returned an empty result set under some circumstances.
1815 Group permission to run saved reports

Previously it was impossible to give user groups the permission to run their own saved Reports without giving them access to all Published reports created by other users. The logic and wording of the options have been modified slightly to resolve this inconsistent behavior.

Under Allow creating/editing/deleting Reports?, the middle option now reads: Allow group to modify/delete/run saved reports that they created.

Report permissions are found on the Menu Permissions tab of the Table-specific wizard for group permissions. This is accessed via Setup > Access > Manage Groups > edit a group > Tables tab > Edit a table, then navigate to the Menu Permissions tab.
1819 Email templates using localized field names and values Resolved an issue where, when processing non-English email templates, some fields and choice list items returned in English rather than in the selected language when creating a template in languages other than English. Now, all items are returned in the language selected for the email template when a translation is available. 
1820 Line breaks in file names created by actions now handled for attached files
Resolved a problem where attached files would not be displayed as attachments until the user clicked the Attach/Manage button for a file field. This could occur when file names were generated from the name in the print action if the file name had a line break symbol. Line breaks are now properly handled by the action wizard and ignored on file generation, so that the attached file name does not contain line breaks.  
1823 OCR fixes and improvement

Fixed the following issues related to PDF OCR attachment processing:

  1. Error when uploading a PDF to a File field with OCR enabled, in some cases where the PDF contained TIFFs in a certain format or images with certain compression methods.
  2. Resolved an OCR error which appeared occasionally on Linux installations.
  3. Resolved an error related to the size of attachments with OCR which occurred when attempting to perform OCR on files which contained images in jbig2 or CCITTFax format when converting to PNG.
1824 Sending DocuSign files with long filenames Resolved an error which appeared during a Create & Preview action or when sending DocuSign envelope in cases where filenames exceeded 100 characters. The system now truncates the filename to 100 symbols and leaves the extension unchanged so that DocuSign can properly detect the file format.
1828 Error processing locales in .properties files Resolved an error recognizing the country local for Brazilian Portuguese, _pt_BR, when creating translated properties file in the EUI Templates table for use in the end user interface.
1829 Action Buttons with line breaks in URL In cases where the URL in an action button contains a line break symbol, which previously caused an error, the symbol will now be trimmed so that the URL hyperlink works correctly.