November 21, 2020 - Q3 Patch 2
Announcements
- App Factory Beta - Form App Template
- Form app is a new app template that allows administrators to create an app that takes in field entries from a simple form. The submission then executes an Openprise API job or API bot to perform the necessary activities from the form app. Results from the job or bot can be configured to display to the end user in a flexible manner.
- Form apps can be utilized in use cases such as controlled account creation for sales people, deal registration from 3rd party vendors, lead loading for demand generation vendors, or sales issue logging for account executives. If you have more use cases for the form app, we would love to hear it!
New features and enhancements
- New Freshworks 360 data connector for data sources and data targets
- Improved deduplication and merge task with an option to remove any non-surviving records
- Improved security with FTP data sources by restricting port usage to default ports only
- Improved Pardot visit data source to pull in records that has visitor ID but no prospect ID and vice versa
Bug fixes
- Fixed issue where erroneous search results are shown when searching a recipe
- Fixed issue where bots may fail when it purge jobs while an upstream job is already purging
- Fixed issue where upload file task may upload an empty file if all records are filtered out
- Fixed issue for Microsoft Dynamics exports if the "enable custom business logic" option needs to be set as True during export
- Fixed issue when cloning jobs with Aggregate by tasks
- Fixed issue when Infer task may fail when multiple matching criteria are present but reference data is empty
- Fixed issue when merging large number duplicate records into one record in Marketo
- Fixed ability to set default dashboard tab when using the default toggle in the dashboard page
- Fixed many App Factory related usability issues including sorting in the attribute renaming section, displaying multi-values in its own line, and more
- Fixed security issues
October 18, 2020 - Q3 Patch 1
Update on October 24, 2020 : All Openprise tenant pods are now at the same patch level. Openprise SFTP server maintenance also completed.
New features and enhancements
- New dashboard "Instructional Videos" tab showing training videos for Openprise usage
- Improved Bot error emails to include more bot and job details
- Moved usage charts from the landing page to Administration -> Settings -> Usage
Bug fixes
- Fixed dashboard reports issue where the timezone set in the saved report not being observed in the dashboard
- Fixed Operational Dashboard report to allow future date as the time range
- Fixed many App Factory related usability issues including sorting search results, renaming attributes in administrative views and more
- Fixed security issues
September 27, 2020 - Q3, 2020 Release
Announcements
- Release rollout
- Openprise begins roll out of the Q3, 2020 Release starting September 27, 2020 and will slowly roll out to all pods. Please check your environment's announcements for release notification.
- App Factory Beta
- App Factory provides a way for users to create apps serving as a custom interaction layer with Openprise artifacts such as data sources, saved reports, jobs and etc. Access to these App Factory apps can be provided to other teams or 3rd party vendors to provide these users a way to interface with operational data stored in Openprise without providing direct access to the operational system (such as Marketo or SFDC).
- The beta release provides 2 app templates
- Search app: Use this app template to create a search interface on top of any data sources within Openprise
- Chart app: Use this app to create a charts dashboard from any saved reports in Openprise
- If you have not already indicated interest in becoming a beta user, contact your Openprise customer success representative to become a Beta user for Openprise App Factory
- Eloqua App Service Beta
- The Openprise Eloqua App Service provides the ability for our users using Eloqua to install an Eloqua native app that interacts with Openprise API Factory jobs or bots. This enables Eloqua users to access Openprise API Factory as a canvas step in Eloqua campaigns and programs.
- Please contact your Openprise customer success representative to become a Beta user for the Openprise Eloqua App Service.
- API Factory Enhanced Security
- Deprecation of existing API Factory endpoints and invoking method is now extended till January 1, 2021. API Documentation of the API enabled Jobs and Bots will now show new API endpoint as well as required HTTP headers.
New features and enhancements
- Added new Oracle Sales Cloud connector for import / export of leads, contacts and accounts object
- Added Freshworks deals object for import / export
- Added Eloqua list object for import / export including an Eloqua manage list members task to manipulate list membership
- Added Pardot Visitor Page View object for import
- Added new BvD (Bureau van Dijk) data service for account and contact enrichment
- Added ability to resynchronize data sources with their source objects, which would detect deleted records and pull updates and new attributes for all existing records
- Added ability to set priority for Eloqua data targets
- Added ability to stop bots and jobs even during export tasks
- Added ability to view Openprise audit events by looking at the "Openprise Audit Events" data set in "Open Data"
- Added ability to set monthly, quarterly and annual frequencies for bots
- Added new Trim String task template to trim leading and trailing spaces of a string
- Added new Sub-string task template to capture a substring of an input string
- Added new option to view commas in whole or real numbers
- Enhanced Upload File task to enable dynamic file naming of output files using attribute values
- Enhanced SFDC Convert Lead task to allow creation of SFDC opportunity object during conversion
- Modified Infer Value task to set the "Copy unmatched data to output" to false as default
- Renamed Generate Hash task to Data Redaction and Hashing task and added new redaction algorithms to the task template
June 14, 2020 - Patch
Announcements and New features
- Moved to a pod-based architecture that allows Openprise to work towards a minimal downtime or zero-downtime upgrade process. In this release, with the exception of API Factory, there are no perceivable changes to your user experience.
- Added enhanced security and usage tracking to API Factory. The API endpoint and calling method will need to change after a grace period. The changes include 1) adding tenant name and pod designation in the API endpoints' path and 2) change in sending API key as a request header instead of a query parameter. Existing API endpoints using the API key in the query parameter will continue to work until Monday, August 17, 2020.
- IP address whitelisting
- For the customers that whitelist Openprise IP addresses for accessing hosted databases, FTP servers or AWS S3, you will need to whitelist an additional IP address. A separate email with the actual IP address to whitelist will be sent to customers that are affected.
May 31, 2020 - Patch
New features and Enhancements
- Added new Aggregate By task template that allows for operations that span across a set of records such as summing the sales prices for a product category or averaging the quantities of sales orders
- Enhanced input data source selection dropdown such that the job name is shown for any internal data sources
- Enhanced API Docs for API enabled jobs and bots such that the full URL is shown for the API endpoint
Bug fixes
- Fixed issue with search results and filter results table such that 0 for whole number and real number attributes are shown as 0 instead of blank
- Fixed issue with Operational Dashboard where, in rare cases, it shows a blank chart if a bot during that time period is stalled before the first step starts
- Fixed issue with Pardot list members import where some records are not being updated correctly
May 17, 2020 - Patch
New features and Enhancements
- Added new Openprise Operational Dashboard functionality in the dashboard to support better visibility to the Bot health as well as surface errors
- Added notification of potential data source import anomalies and errors for externally connected data sources
- Added Leadspace and Clearbit data service support
- Enhanced SFDC connector to support Dated Conversion Rate, Price Book Entry and Opportunity Line Item objects
- Enhanced Microsoft Dynamics connector to support the Users object
- Enhanced Salesforce Pardot connector to support managing list members
- Enhanced Data Targets and the Export: Add/Update task to show both API and Display names of attributes
- Enhanced Bot execution to support executing at scheduled times only, execute immediately if a schedule is missed, and continuous execution
- Enhanced Bots to allow purging for manual data sources as a step
- Enhanced Jobs list page to allow task icons to show more than 2 rows for the task name
- Enhanced labels to support better visibility by allowing text colors changes as well as text backgrounds
Bug Fixes
- Fixed issue where Marketo merge leads task with the "Merge in CRM" option configured fails when there are more than one duplicate record to merge
- Fixed issue where data service tasks may create duplicate records in rare cases
- Fixed issue where Infer task UI no longer supports picking real numbers for the priority configuration
- Fixed issue where Infer task cannot output more than one attribute from the reference data source when using round robin style matching (write single value using counter)
- Fixed issue where manual data source imports can be initiated before a purge is fully completed
- Fixed issue where Freshworks data sources require configuring UTC as the locale time zone
- Fixed issue where Microsoft Dynamics exports of large number of records can stall or fail
April 5, 2020 - Patch
New Features and Enhancements
- Enhanced task and search filters to allow for relative time comparison down to to seconds (previously minutes was the lowest)
Bug Fixes
- Fixed issue with bots retrying imports when encountering import errors
- Fixed issue where data service tasks may create duplicate records in rare cases
- Fixed issue where import fails when target Eloqua instances that are under load or has too many records and is taking more than 10 minutes to respond
- Fixed issue with date calculation task when calculating elapsed time in measuring units lower than hours
March 21, 2020 - Patch
New Features and Enhancements
- Enhanced API Factory's de-duplication process to increase processing speed and stability
Bug Fixes
- Fixed issue with bots importing data sources using the same credentials at the same time
- Fixed issue for Orb Intelligence and People Data Labs data service and point API endpoints to their most up-to-date endpoints
- Fixed issue where Bots are marked as completed after the last step's export task is completed even when there are more export tasks afterwards
- Fixed issue where exports sometimes stall bots even though exports are completed
March 7, 2020 - Patch
Bug Fixes
- Fixed issue with input filter in the task configuration such that filter can be updated without having search results
- Fixed issue with bots importing data sources using the same credentials at the same time
- Fixed issue where creating downloads fail from searching on a data set in the Search UI or from analytics data table fails in the Analytics UI
February 29, 2020 - Patch
New Fixes and Enhancements
- Added Freshsales CRM connector with support for leads, contacts and accounts as well as API quota support
- Added prevention for purging data sources when there are dependent jobs running and also when added prevention for changing data source configurations while importing
- Added support for the new ZoomInfo API as a new data service type
- Added support for inclusion of phone extensions in E.164 format in the Phone normalization task
- Added support for backoff and retry when Marketo data sources encounter rate limits
- Updated the Search UI to the new UI design and now support column rearrangement in the search result table
- Added support for Pardot page visits child records for the Visits object
- Added prevention of calling API Factory using "https://www.openprisecloud.com" (all API Factory should use the https://api.openprisecloud.com endpoint)
- Added ability to identify an ID attribute for CSV based data sources
- Added support for Amazon S3 bucket as a data source for import and export of CSV files
Bug Fixes
- Fixed issue where data service enrichment tasks run much slower if the option to remove existing values is turned on in the task configuration
- Fixed issue when API Factory jobs use reference data sources from another API job in an Infer task
- Fixed issue where records are not recorded in a task's output data source of API Factory jobs if the record does not fit the task's configured filter criteria
- Fixed issue where SFDC Sandbox data targets cannot be used with transactional API exports in the Export: Add/Update tasks
January 11, 2020 - Patch
New Features and Enhancements
- Added an additional set of industry code attributes that is retrieved from D&B company enrichment and ensure that D&B Standard Industry Codes and NAICS codes are retrieved if present
- Added Microsoft SQL Server data source connector
- Added option for Bots to run only at scheduled times even when schedules are missed
- Added additional information for Eloqua data targets to notify users that Eloqua exports will always blank out mapped fields if the values in the originating field is empty
Bug Fixes
- Fixed issue where having 1000 or more folders in Google CSV or Google Sheets data sources could cause import to fail
- Fixed issue where SFDC Account's data assessment report errors out with specific types of data
- Fixed issue where Upload File tasks in cloned jobs may be corrupted
- Fixed issue where modifying the input data source of a job may cause jobs to fail during runs