| Repstor affinity/assist Release Notes 3.7.8 | |
| Known Issue with Recent Office 2016 builds | |
| New Features in 3.7.8 | |
| Bug Fixes in 3.7.8 | |
| New Features in 3.7.7 | |
| Bug Fixes in 3.7.7 | |
| New Features in 3.7.6 | |
| Bug Fixes in 3.7.6 | |
| New Features in 3.7.5 | |
| Bug Fixes in 3.7.5 | |
| New Features in 3.7.4 | |
| Bug Fixes in 3.7.4 | |
| New Features in 3.7.3 | |
| Bug Fixes in 3.7.3 | |
| Bug Fixes in 3.7.2 | |
| New Features in 3.7.1 | |
| Bug Fixes in 3.7.1 | |
| Bug Fixes in 3.6.9 | |
| Outstanding Issues | |
| Known Issue with Recent Office 2016 builds | |
| #13580 | We recently discovered an important issue with the latest Monthly Channel release of Outlook (Office 365 Only) Release 1806.XXXX. This issue affects all recent versions of Repstor affinity. Contact support@repstor.com for more information.
Updated 2018-06-13 After raising this ticket with Microsoft they resolved the issue in the latest Monthly Channel (Targeted Release) - version 1806 (Build 10228.20051). Please update to this version if you are on the Monthly Channel (Targeted Release). Problem: Outlook crashes instantly after upgrading to Build 1806 and opening any Repstor repository with the preview pane enabled. Status: Repstor has reported this to Microsoft (Ticket #118060818348254) and is currently working closely with Microsoft to investigate and resolve the problem in a new Office release or find any other workarounds. Workaround: If you have not yet updated to build 1806, we recommend temporary disabling automatic updates (Outlook --> Options --> Office Account --> Update Options) in order to avoid the problem. If you have already updated to build 1806, you can downgrade by running the following command from a command prompt: "C:Program Files\Common Files\microsoft shared\ClickToRun\OfficeC2RClient.exe" /update user updatetoversion=16.0.9330.2087 |
| New Features in 3.7.8 | |
| General | |
| #13923 | A new feature in Repstor affinity allows interim versions to be saved to SharePoint and DM while continuing to edit the document in Word, Excel and PowerPoint. When available the new "Save and Sync" and "Publish as Major Version" buttons in Office will save the current document content as an interim version and sync it in the background when available. When clicking Publish as Major Version the user is prompted for a version comment to include. If offline, multiple interim versions can be created with different content and these will be sync'd when the user is online again. |
| #13550 | Repstor affinity now supports constraining multiple SharePoint choice fields in the Properties dialog so that the value in one field restricts the available values in a different drop down. The choice in the second field can then constrain a third field etc. The static allowed field combinations are defined in a SharePoint list. Changes to this list will be synchronised and update the constraint rules. |
| #13941 | Repstor affinity will now mark Inbox emails as filed when they were filed by another person and downloaded as a header by the current person. This feature is supported for SharePoint and DM repositories and requires an additional messageid field to be created in the target server. |
| #13369 | Changes to matter names in Custodian will now be reflected in Repstor affinity without requiring the matter to be re-pinned. |
| #14002 | Repstor affinity can now be configured so that Edit Document for modern Office formats in SharePoint are launched in Co-Authoring mode rather than a local edit to be sync'd. Note that Co-Authored documents will require a folder sync, before the new contents are reflected in Repstor affinity. Documents Opened in Co-Authoring mode will not present the Repstor 'edit' buttons, such as "Publish as New Major Version", or "Send Document Link". Only 'modern' Office documents support Co-Authoring mode. Older document formats, such as .doc, or .xls, will continue to open in Repstor affinity's standard Edit mode instead. |
| #14109 | By default Repstor affinity will now for better performance limit luggage tag processing of new Inbox emails to the primary Exchange mailbox. |
| #13942 | The Repstor affinity "Download full items" button / menu can now be limited to number of recent items in the folder. A warning message that allows users to cancel the action can also be configured when this option is used. |
| #13929 | Recent documents that have changed location or had their repository re-added can now be tracked by document ID so that they will now reappear in the Recent Documents search folder. The number of recent documents that will be tracked in this way is limited to 100 by default. This limit does not affect the number of documents that can appear in the Recent Documents search folder. |
| #13803 | Quick File Online and Document searches in the Quick File dialog the time before running the search is now configurable. Using the enter key will run the search immediately. |
| #13962 | When filing items with Quick File Online the parent folders that the temporary repositories are created under can now be configured. Set the ROAM.QuickFileOnlineParentFolders string to define one or more parent folders. By default these repositories are created under an "Uploading" parent folder. |
| #13916 | When using the Make Available Offline menu option, a custom warning can be displayed to inform users of the consequences of this action. When a custom warning is displayed the user must click "I Agree" to continue. An example warning in the AvailableOfflineWarningMessage registry setting: "You have opted to download a large number of files.\nPlease note that you are responsible for any documents that you have chosen to download.\nIf you agree to this, press 'I Agree' to proceed". |
| #13551 | Repstor affinity now supports Quick Filing an email with attachments to the same SharePoint location as the email without attachments and the independent attachment documents. Two properties tie these independent SharePoint items together each item gets a "registration number" guid and each has a "parent registration number" which is the registration number of the parent email msg file. |
| #14103 | Repstor affinity can now be configured to prevent filing of encrypted messages. |
| Doc ID Searches | |
| #13918 | Repstor Doc Id Search repositories can now be configured so that repositories that haven't been used recently are automatically removed when closing Outlook. A setting indicates the maximum number of Doc Id search repositories to keep. |
| #13993 | Doc ID Searches can now be given the name of the document that is found by the search. This change will take effect for any new Doc ID searches, and can be configured through the DocIdSearch.NameFormat registry setting. use the tag #docname# to substitute the document's name (on top of the existing #docid# for the document's ID). |
| #13953 | The "DocID Search" button text can be customised using the ROAM.DocIdSearchLabel (string) setting. |
| Repstor affinity for DM | |
| #13552 | In Repstor affinity for eDOCS an existing eDOCS file can now be copied to a new eDOCS folder which will add a shortcut to the existing item in the second location. |
| Repstor affinity for M-Files | |
| #13938 | Repstor affinity for M-Files now supports folders configured to show recent items. A right click on the parent folder will show an M-Files menu and allow selecting one of the sub items through a search dialog. |
| Extensions | |
| #14033 | A new extension is provided which runs just after an item has been uploaded to a repository. By default this runs only when the item is a document, and is being filed to an unpinned repository. See extensibility guide for more information. |
| #14035 | A new extension support function has been added to allow you to list a document id in the recent documents list. This will mean future synchronizations of that document will automatically add it to the recent documents search folder. |
| Bug Fixes in 3.7.8 | |
| General | |
| #14092 | Importing repositories into Repstor affinity will now deduce if a repository already exists before making any API calls, reducing network traffic and improving import speed when many imported repositories already exist. |
| #13882 | Repstor affinity was optimised to process many emails that have been Send and Filed when Outlook is started while keeping Outlook responsive. |
| #13988 | An issue was resolved when saving from Word/PowerPoint/Excel directly to a Repstor Drive folder that prevented the document syncing correctly. |
| #13438 | Repstor affinity will now display a progress dialog that can be cancelled when clicking Sync Now on a parent folder with a large number of child folders. |
| #14041 | Extensions that appear in a document context menu will now work for repository documents in a Repstor affinity search folder. |
| #14054 | An issue was resolved which prevented Publish as Major Version from working if Outlook was restarted while the Office document was still being edited. |
| #14025 | ROAM.ExtensionScriptPath will now correctly work with alternate directories for extensions as well as individual extension scripts |
| #14052 | An issue with Repstor affinity for Box was resolved which prevent folders syncing when they contained bookmarks. |
| Repstor affinity for DM | |
| #14059 | A Repstor affinity for DM issue was resolved which caused Office applications to lose focus when syncing the DM document. |
| #13965 | Quick File Online for DM now only returns the maximum number of configured results which defaults to 40. |
| #13702 | An issue was resolved which caused manually added DM repositories with lowercase library names to fail to sync correctly. |
| Repstor affinity for M-Files | |
| #13661 | An issue was resolved which caused M-Files Properties windows to appear behind the Outlook window. |
| #13667 | An issue was resolved in Repstor affinity for M-Files which caused Save As New Repstor affinity document to fail. |
| #14104 | An issue for Repstor affinity for MFiles was resolved which caused filed items with required metadata to be applied through the metadata card, Repstor affinity would leave the item checked out. |
| New Features in 3.7.7 | |
| General | |
| #12918 | Repstor affinity now provides a Property Search dialog to do targeted searching for documents and emails against SharePoint property values. When a set of SharePoint fields to search against are configured the new opens appear when viewing a Repstor affinity folder. The Property Search dialog will present the available fields for the current folder in the requested order. After supplying values the current folders items can be restricted to those with matching properties. When searching the results can be limited to the current folder or can include items in sub folders also. When viewing a set of filtered results Property Search buttons are available to reopen the previous dialog to amend the criteria or reset the search to go back to the original folder view. The Property Search dialog is especially useful when the standard Outlook search is not available to search Repstor affinity for example in certain Citrix environments. It can also be useful to provide a quick way to filter items by a limited set of key SharePoint fields even when the Outlook search option is available. |
| #13540 | Repstor affinity can now be configured to prompt for additional property fields when Quick Filing. An extension must be provided to give the extra properties and to allow them to be stored. See Repstor extensibility guide for more details. |
| #13563 | Repstor affinity now includes a new option when saving documents to SharePoint or eDOCS folders in Repstor affinity from Word that will populate a DocId value in the documents header or footer. When enabled the new document will be synchronised skipping some of the usual syncing operations to add it to the server while the document is still being edited. Once a DocId has been obtained the value will be set on the Word document's Title property and any Title fields in the header or footer will be automatically updated. Repstor will aim to make the method of syncing this DocId value more flexible in the future. |
| #13727 | Repstor affinity's incremental search option has been changed to avoid increasing gaps between syncs during non-office hours - this is controlled by configuration. |
| #13728 | Repstor affinity now includes a way to include a random element to the time between synchronisations to avoid spikes in syncs activity for large sets of folders or Repstor affinity users. By default the time between background syncs is one hour per folder. Enabling this configuration adds a random time up to 25% of the hour between sync. |
| Custodian | |
| #13558 | The term used for removing a Custodian matter from Repstor affinity can be customised now. For example to 'Unpin' or 'Remove' instead of the default 'Unsubscribe'. |
| #13559 | For custodian hierarchies, there is now an option to show the whole file. i.e. allow users to get a complete view of the documents in the entire matter or project etc. This will provide a right click menu Show Whole File which when selected will show all the documents for the workspace in a single list. |
| eDOCS | |
| #13552 | In Repstor affinity for eDOCS an existing eDOCS file can now be copied to a new eDOCS folder which will add a shortcut to the existing item in the second location. |
| #13554 | With Repstor affinity for eDOCS, opening an eDOCS DRF file will now sync the document and automatically open it for editing once the file has been synced. It will be opened for viewing if the person doesn't have edit permission on the document. |
| #13562 | Repstor affinity for eDOCS now includes an option to view the History of eDOCS documents via the eDOCS context menu. |
| #13713 | In Repstor for eDOCS documents can be removed from eDOCS DM folders by right clicking on the document and choosing "Delete From Folder". |
| #13566 | With Repstor affinity for eDOCS a "Folder Properties" menu item now appears in the Repstor Affinity context menu to allow you to change the folder name/client/matter id etc. |
| #13567 | Repstor affinity for eDOCS now has configuration to match custom matter ids which don't fit the usual pattern. eg 1.1 or New.New. |
| Misc | |
| #13709 | Repstor affinity for Meridio will now display the name of the user who has checked out a document when the user chooses to edit a document which is already checked out. |
| #13490 | When using Repstor affinity with M-Files vault, if email fields are configured, Repstor affinity will map email fields to the appropriate M-Files fields. Repstor will also default to the M-Files email class if it is configured. |
| Bug Fixes in 3.7.7 | |
| #12104 | An issue was resolved with Repstor CRM which caused replies to tracked emails to also appear as tracked automatically. |
| #13711 | Double clicking a Repstor affinity document will now open the document for viewing if the person doesn't have permission to edit it. |
| #13755 | An issue was resolved when Repstor affinity was configured to auto file replies to tagged emails and the setting to not prompt when an email contains a luggage tag which caused no prompts to be shown for any email replies. |
| New Features in 3.7.6 | |
| General | |
| #13339 | Repstor Affinity can now be configured to display a list of recently edited documents. The search folder shows documents which have been edited this month and last month can be enabled via the ROAM.EnableRecentDocSearchFolder (DWORD) setting. Enabling the ROAM.RecordReadOnlyOpenDate (DWORD) setting will cause the search folder to include recently viewed documents as well as recently edited. Users can right click on a document in the recent documents search folder and select "Remove from Recent Documents" to remove it from the list. |
| #13495 | Repstor affinity now includes a option to allow the Repstor properties window to be displayed for a filed email by selecting the inbox equivalent email and clicking the Properties button. Create ROAM.AllowPropertiesOnFiledInboxEmails (DWORD) = 1 to enable this feature. |
| #12608 | Repstor affinity can now be configured to automatically create named custom views in Outlook. The views can have specific columns displayed, columns can be renamed and custom grouping / sorting can be automatically configured. Repstor affinity can also be configured to automatically apply a named Outlook view when it first syncs based on the name of the folder or search folder using regular expressions. A default view can be configured if no regular expression matches the folder name. These two features can be used together or independently eg the standard SharePoint view syncing could be used with configuration to automatically apply different SharePoint views based on the folders name. |
| #13157 | Repstor affinity now includes a new Make Available Offline dialog to ensure a section of Repstor affinity is up to date and all headers have been downloaded. Selecting a folder and opening the dialog provides an option to keep the content available for the next 7 days by default. Within the time period all syncs will be as full downloads rather than headers and expiry will not apply to this section of Repstor affinity. Once the time period has been exceeded future syncs will use the normal header setting and expiry will apply to the section. ROAM.OfflineAvailabilityDlg (DWORD) - defaults to 0, set to 1 to make the dialog available via a right click menu on Repstor affinity folders. ROAM.MakeAvailableDays (DWORD) - number of days to make content available for, defaults to 7. |
| #13105 | This release adds a beta version of Repstor affinity for Box. This version supports creating a Box search scope to search for Box folders to add as repositories, creating folders, adding emails and documents, editing documents, using Quick File online to file to new Box folders and configuring luggage tags to work with Box folders to automatically file email replies to the correct folder. Contact support for steps to configure Repstor affinity for Box and also steps to configure your Box environment to support syncing email header metadata. |
| #12990 | Now when double clicking on documents in a repository, it will launch the document for editing by default. Through configuration you can switch to launching document as a view. |
| #12587 | Repstor affinity will now displays the most recently used 20 folder locations by default in the Quick File and Jump to Folder dialogs. This number is configurable using the DWORD FolderIndex.MaxRecentLocations. |
| #13015 | Repstor affinity can now be configured to display the time that a folder sync starts in the Sync Log dialog. Set ROAM.ShowSyncLogStartTime (DWORD) to 1 to enable. |
| #12994 | Repstor affinity will now match sent and received copies of the same email as duplicates by default. This can be disabled by organisations that need to preserve the sent and received copies individually. |
| #13090 | Repstor assist incoming email attachment suggestions are now limited to emails that are under a certain size in order to prevent Outlook slowdown. Categorisation checks are also no longer performed for users that have not forwarded any Repstor affinity documents. |
| Quick File | |
| #13384 | Repstor affinity will now display parent folders within a document search in the Quick File dialog. |
| #13385 | When Quick Filing attachments or opening a document via the Open from dialog in Office it is now possible to right click a folder to search below that folder for a specific document. |
| #13217 | Repstor affinity now displays a Remove Tag button for draft emails when luggage tags are configured and a luggage tag was detected in the email draft subject. |
| #13448 | Repstor affinity can now be configured to exclude Repstor folders from the folder index based on the folder name. |
| SharePoint | |
| #12916 | When syncing Repstor affinity headers for SharePoint by default only a core set of metadata is retrieved. A new setting SharePointSync.AllPropsWithHeaderDownload (DWORD) can be enabled to make multiple batched header requests when syncing a folder so that all header metadata is retrieved for use in searching or to display in Outlook columns. |
| #12681 | Added the option ROAM.AlwaysUseEmailContentType (DWORD) which when enabled will always use a configured Email content type even when it is hidden from the SharePoint new document menu. This allows email files to be assigned the correct content type without making it visible to users. |
| #13155 | When Quick Filing online document attachments a custom SharePoint search can now be used. Contact support for details to configure this custom search. |
| eDocs | |
| #12986 | Repstor affinity for eDOCS will now retrieve folders, allow docs to be added to folders and allow new folders to be added to pinned matters. |
| #13344 | When retrieving matters, eDOCS will now display only the top folder for the primary library directly under the matter search. If the matter contains folders from other libraries then they will also be retrieved, whether they are top or sub folders. |
| #13158 | eDocs search scopes now allow searches based on client id, matter id, client name or matter name. |
| #12984 | Documents can not be created as secure documents in Repstor affinity for eDOCS. |
| Office integration | |
| #13225 | Repstor affinity now includes an Insert Document Link in Microsoft Word, Excel and PowerPoint which allows the user to select a document in Repstor affinity and will insert the document link in the current document. |
| #13014 | When a Repstor affinity document is opened in Microsoft Word, Excel and PowerPoint there is now a Send Link button which will open an email draft with a link to the current document. |
| Meridio | |
| #12964 | Meridio folder creation can be blocked by setting HPRMSync.CanAddFolders (DWORD) to 0 instead of the default 1 value. |
| #13508 | When searching for Meridio folders to add as a repository the path to the folder will be displayed. |
| Misc | |
| #13287 | Repstor affinity can now be configured to send html links for documents when Send Link is clicked rather than the default attachment for repository types that support it. eg DM and HPE CM. |
| #13327 | When using WorkSite a new option will enable folders to be moved within a WorkSite database. A independent option is also now available to prevent regular folder creation in WorkSite. |
| #13249 | A new option is available to automatically attempt to compact the Repstor affinity store when the Expiry disk threshold is exceeded. |
| #12641 | When syncing FileShare repositories an option is now available to show the preview pane toolbar for the documents. Set ROAM.ShowPreviewToolbarForFileShare (DWORD) to 1 to enable. |
| #12967 | Repstor affinity will now populate CM additional fields with email metadata on upload. Repstor affinity will use a standard set of additional fields which can be changed via configuration. Note this feature requires a change to the HPE CM Service API configuration to prevent some data from being blocked. Contact support for steps to enable email metadata capture to CM. |
| #12965 | When adding HPE CM repositories by searching a search scope they will now default to the short classification name instead of the classification title which can be much longer. |
| Bug Fixes in 3.7.6 | |
| Office integration | |
| #13097 | The Repstor affinity ribbon buttons in the Office applications will now reflect the custom message store name when one is configured. |
| #12690 | Repstor affinity sections and tabs within the File menu in Office 2010+ applications are now hidden when the ROAM.SaveAsRepstorButton setting is disabled. |
| Quick File | |
| #13183 | An issue was resolved related to Send and File that could cause duplicate items to be filed in Repstor affinity. |
| #13397 | Performance improvements were made when processing many incoming emails with luggage tags and when filing many emails with large SharePoint managed metadata term sets. |
| #13092 | An issue was resolved which prevented a document from being Quick Filed to be a new version of a document in a read only folder. |
| #13445 | An issue was resolved when using Quick File online to file to a location not already in Repstor affinity which could cause warnings about the folder index being out of date after restarting Outlook. |
| #13159 | Previously luggage tag functionality could match on some entries which included the characters of the organization, but not necessarily at the start of the tag. Now the organization must match at the start only. |
| #13407 | Performance was improved when using Quick File online to file to a DM location that isn't already in Repstor affinity. |
| Misc | |
| #13168 | After an Office 365 update the authentication responses changes which caused some customers to see Access Denied errors. Repstor affinity was updated to correctly handle the new authentication responses. |
| #13012 | Users will now be informed when a document fails to attach to a draft email via Repstor's Attach Item button |
| #13261 | An issue was resolved which could cause uploading new SharePoint documents to fail if a date field had a default value with a date variable like [Today]. |
| #13492 | An issue was resolved which could cause authentication issues when using Office 365 with specific new authentication options enabled. |
| #13482 | An issue was resolved which could cause the document preview pane to display an unable to preview file error under certain circumstances. |
| #12966 | An issue was resolved for Repstor affinity for Meridio which caused Meridio date columns to be displayed with the wrong timezone adjustment. |
| #12993 | If a Repstor affinity for eDocs document has no content on the eDocs server Repstor affinity will not consider failing to download the document as an error. |
| #13509 | An issue was resolved which could cause the incorrect label to be displayed in the Search Scope tab when a scope is removed. |
| #7647 | When unsent emails are now stored in Repstor affinity they are displayed as unsent and can be edited within affinity repositories. |
| #8386 | A number of "Show Add-in user interface errors" issues were resolved in this release. |
| #13340 | Repstor affinity will now check for updates before forwarding files, and require users to update them if they are outdated. |
| #13332 | Fixed incompatibility with old Custodian versions that would cause repositories to appear and disappear. |
| #13422 | Repstor affinity for eDOCS will now default to retrieving the first 2500 results for a matter search. This is to avoid stability issues when retrieving very large numbers of results. |
| New Features in 3.7.5 | |
| Quick File Document Searching / DocId | |
| #12635 | Within the QuickFile dialogs when attaching items to an outgoing message, filing an incoming attachment, or opening or saving a document within an Office application, it is now possible to search for a document using the document title, last editor, or document id. A new dropdown will appear in the dialog to allow "Searching for Documents". The field that appears can be searched using free text values (for document id, file name or modifying user) - you can also search specific fields with the appropriate prefix - from:<from user> for modifying user, docid:<docid> for the document id. Document ID property defaults to Document ID Value, but can be configured through the string property DocIdProperty. |
| #12636 | Repstor affinity now provides a right click option to compare the currently selected document with another in Repstor affinity. The second document is found via the Quick File based browse dialog which can also find documents by their properties such as filename or DocId. |
| #12603 | When using Quick File to view the contents of folder custom columns can be added to the contents view such as DocId. Contact support for steps to configure these custom columns. |
| #12933 | Repstor affinity now provides a right click menu option to copy a Document Id to the clipboard. A Document Id has to be present on the selected document - the default document id property is "Document ID Value" which is present for Document Ids on SharePoint. It will be necessary to use an extension to copy Document Ids for other repository types. The property can be changed by configuring DocIdProperty to the name of the property. |
| #12628 | It is now possible through configuration to append the Document Id to the title of a document link. Create a DWORD ROAM.AppendDocIdToLinkName to 1 to enable. |
| Custom Views | |
| #12608 | Repstor affinity can now be configured to automatically create named custom views in Outlook. The views can have specific columns displayed, columns can be renamed and custom grouping / sorting can be automatically configured. Repstor affinity can also be configured to automatically apply a named Outlook view when it first syncs based on the name of the folder or search folder using regular expressions. A default view can be configured if no regular expression matches the folder name. These two features can be used together or independently eg the standard SharePoint view syncing could be used with configuration to automatically apply different SharePoint views based on the folders name. |
| #12799 | Repstor affinity can be configured to automatically display SharePoint email metadata such as To, From, CC, and From as Outlook displays this information in the users mailbox rather than the full captured values in SharePoint. Create a DWORD SharePointSync.DecodeRecipientValues = 1 to enable this feature. |
| Performance | |
| #12901 | This version changes the handling of the FiledMessagesShowOthers setting. Now affinity will only mark items that have been received within a certain number of days - configurable by the MarkFiledItemsByOthersDays (DWORD) which defaults to 60. Others emails received within this number of days will be marked as filed. This avoids issues on initial download, where a huge backlog of items for marking is set. |
| #12607 | When "headers, then full items" is used as a download mechanism, it is now possible to configure a number of days where the full items will be queued and downloaded. When downloading, the received date / modified date of items will be used to determine whether an item falls within this set of days or not. Create a DWORD FullItemDownloadDays to set the number of days. |
| #12843 | There is now a configuration setting to allow the explicit setting of header settings based on a new repositories name or folder name. ROAM.FolderHeaderSettings has the format <folder regex>=<header download type> |<folder regex2>=<header download type> Full Items = 1, Headers Only = 2, Headers then full items = 3, Inherited (from repository or options) = 4, No Downloads= 5, Online =6, Headers (and single folder only) = 7 An example of the folder regex could just be the name of a matching folder "archive folder" |
| eDocs Enhancements | |
| #12610 | Repstor affinity for eDocs will now limit duplicate detection to the current matter when adding items to a matter. This allows items to be copied between matters such as template documents. Items added to a search folder will be detected as duplicates if they exist anywhere in the same library. |
| #12841 | Repstor affinity now supports copy link for edocs filter. Copy link will provide a pcdocs:// formatted link |
| #12368 | Repstor affinity for eDocs will handle DRF reference files so that when they are opened the documents are displayed within Repstor affinity. This feature is available for DRF references pointing to any version or the latest version. Other DRF references will continue to be handled by eDocs directly. |
| #12777 | When setting up a Search Scope for eDOCS you can now use {PRIMARYLIB} instead of an actual library name. |
| Misc | |
| #12681 | Added the option to use email content types even when they are hidden in SharePoint. This allows email files to be assigned the correct content type without making it visible to users. |
| #12162 | Repstor assist will now automatically generate categorisation rules the first time without requiring the user to manually start the first training process. |
| #13017 | When using Repstor affinity to Quick File to an online location and Quick File was configured to display extra columns SharePoint document library results don't have custom properties and so the extra columns are blank. Now a regular expression (ROAM.SPSSearchExtraColumnsMissingPattern) can be used to populate the missing values if they are included in the locations URL. eg "Clients/(\w+)/(\d+)" would extract ACME and 1234 from the location http://server/site/Clients/ACME/1234/. |
| #13007 | When using Repstor affinity to Quick File to an online location an option is now available to disable the general Query Text clause and instead pass the users search text to a custom content class filter clause. This can be useful when Quick File online needs to restrict the use of the search text to very specific properties. Contact support for more details. |
| Bug Fixes in 3.7.5 | |
| #12761 | Improvements were made when syncing SharePoint repositories that exceed the list view threshold with other header status settings. |
| #12098 | When a document from one Custodian matter is edited and then saved to another Custodian matter the new document will use the new locations default metadata. |
| #12164 | An issue was resolved which prevented the Quick File drop down from being changed to Copy or Move if syncing a large set of folders in the background. |
| #12195 | A Repstor for CRM issue was resolved which prevented emails from being sent after being selected in the Outbox. |
| #12568 | An issue was resolved that could cause an Office application to report a permission error when editing a Repstor affinity document and the document was closed. |
| #12372 | An issue was resolved which prevented luggage tagged replies from being automatically filed if they had been read on a mobile device before starting Outlook. |
| #12657 | Temporary repositories added via Quick File online are now automatically removed from the Quick File Recent Locations list when they are removed after Outlook is restarted. |
| #12655 | Repstor affinity for eDocs can now be configured to return additional properties like client / matter when Quick Filing online. Contact support for steps to configure this feature |
| #12936 | To avoid slowness in Outlook Repstor affinity's features to Send and File emails and Mark emails as Filed are now limited to primary Exchange mailboxes by default. |
| #12716 | When using Repstor affinity for eDOCS to add a document to a search folder that does not match the doc added (e.g. adding a non pleadings document to a pleadings search folder) the document is now immediately removed from the search folder after it is uploaded to the server. It will be accessible through any matter search that matches the added doc e.g Whole File (All). |
| #12795 | For both eDOCS and Worksite Repstor affinity will now always check before editing a document whether the doc has changed on the server when sync is enabled. |
| #7515 | An issue was resolved which prevent the Properties button from working in the Preview pane under certain conditions. |
| #7580 | Changes were made to resolve inconsistencies in the Quick File and Jump to Folder results. |
| #7790 | Forwarding an email after Quick Filing it will no longer remove the applied category. |
| #12108 | The ROAM.LimitFileType setting will now correctly filter out OneNote documents. |
| #12407 | For HPE CM, if no suitable folder record type is available when adding a new folder a permission denied error is displayed and the new folder is removed from Outlook. |
| #12844 | An issue was resolved when attaching links to a draft email which caused the Subject to be reset. |
| #12847 | An issue was resolved which could cause Repstor affinity's Unified Groups to fail to authenticate with Office 365 under certain conditions. |
| #12842 | When incoming attachments are matched against documents which have been Forward and Tracked, Repstor affinity used to indicate the % confidence on the match. Since this is a confidence level for the document matching all possible documents you have sent out, the percentage is no longer displayed. |
| New Features in 3.7.4 | |
| #12352 | Repstor affinity now includes a way to quickly search for eDocs documents by DocId and have them added to Repstor affinity in a new repository that will only sync those documents. Contact support for steps to configure this feature. |
| #12353 | Repstor affinity's marking emails as filed has been optimised to more quickly process the emails. Emails just filed by the current user will also be prioritised before other users emails. |
| #12365 | When searching for new eDocs repositories to add to Repstor affinity the search will now run the query as "MatterNumber" or "ClientNumber.MatterNumber". |
| #12378 | When a reply is made to an email with a luggage tag, and automatic filing is configured, existing configuration allows for automatic filing of the replies to the luggage tag location. If the luggage tag location does not exist, or has not been subscribed to, the user will be prompted for a location. A new configuration setting "NoSendAndFilePromptIfLuggageTagFolderNotFound" stops the prompt if the location is not subscribed to by the user. |
| #12374 | Repstor affinity can now be configured to display additional information in the filename when viewing or editing documents. Also when comparing with previous eDocs versions the version number is now shown on the latest version. To enable support configure a suitable property for the repository type. eg ExtractVersionSuffix.SharePoint = ows--UIVersionString ExtractVersionSuffix.eDOCS = eDOCS-VERSION |
| #12700 | When setting HPE CM assignee fields via Repstor affinity a couple of new settings can be used. HPRMSync.LocationSearchProps - can be used to define the location properties to search against. For example "login" can be used to search against the associated network login name. HPRMSync.PrefixToLoginName - if set will be prefixed to any assignee values e.g. "domainname\". HPRMSync.DefaultAssigneeToLoginName(DWORD) - if set to 1 then on adding a new item the assignee value will default to the current users login name without the domain prefix. |
| #12509 | Repstor affinity now supports adding a repository which syncs a specific eDocs document. This functionality is used as part of the new DocId Search feature available for eDocs and SharePoint. |
| #12371 | Sending a link to an eDOCS file from a search folder will now send a drf file that links to the selected file. |
| Bug Fixes in 3.7.4 | |
| #12348 | Improvements have been made to central repository list (Custodian) subscribe and unsubscribe performance. Performance will be improved for repository locations which are adding groups of locations (e.g. SharePoint sites). Set RecheckSiteContentsForCRL to 0 to configure this setting. If you set this setting, after the initial synchronization of a location group - if a new item is added to the group it will not automatically appear. For example, adding a new document library to a sharepoint site - that document library would not show up for users who had the site already subscribed. They could pin and re-pin if the site was driven by custodian. |
| #12585 | An issue was resolved which prevented Send and File from working with secondary Exchange mailboxes with the default Repstor affinity configuration. |
| #7499 | All the standard Respond group actions (Forward, Reply etc) are now available when selecting an email in Repstor or opening it in a new window or when selecting a Repstor affinity document. |
| #7578 | Repstor custodian precedent documents are now listed in alphabetical order when creating a new document in Repstor affinity. |
| #7646 | Email attachments can now be Quick Filed to standard Outlook folders such as the inbox. |
| #12346 | An issue was resolved which could prevent Repstor affinity documents from syncing if they weren't closed correctly from the editing Office application. |
| #12693 | Previously when updating an existing document (through Quick File Attachments, Save as New Repstor document, or other mechanisms), a check was not made on whether the document was changed in the repository, or whether the documents were already checked out by other users. Now an error will be displayed in these cases. |
| #12375 | An issue was resolved when forwarding Repstor affinity documents that caused the From field in the draft to be incorrectly populated from the From value on the original Repstor affinity document. |
| #12479 | Editing an existing document in HPE CM will no longer result in an incorrect error message being displayed. |
| #12514 | When using Repstor affinity to add a new HPE CM document with invalid metadata the document will no longer be added multiple times. |
| #12349 | If a MFiles or eDocs document had not sync'd yet and the Properties were opened a blank Properties dialog was displayed. A warning message will now be displayed indicating the properties will be available after the item syncs. |
| #12118 | An issue was resolved which prevented Repstor affinity documents with uppercase extensions from being previewed correctly in the reading pane. |
| #12428 | An issue was resolved which in rare cases could prevent a recently uploaded item's Properties from being viewed. |
| #12170 | When folder indexing is out of date, users are now directed to the Options button to reindex folders. |
| New Features in 3.7.3 | |
| SYN-2650 | HPE CM support has been enhanced to allow a Properties dialog to be displayed when adding documents or folders. This can be used to select a Record Type and provide appropriate field values before creating the item. |
| SYN-2692 | Send and File will now copy rather than move email by default to the Repstor affinity folder. |
| SYN-2675 | An option was added to Repstor-Config to pass an argument to the Quick File dialog that will be displayed. The argument will be used as the search query. Examples are Repstor-Config.exe /files /search:ACC-123 file1.txt file2.txt and Repstor-Config.exe /files /search:"John Smith" file1.txt file2.txt |
| SYN-2695 | An option is now available in Repstor affinity to prevent users from Editing Documents when it is already checked out. |
| SYN-2658 | Extensions can now open the search filter dialog with restrictions to a specific search scope. |
| SYN-2647 | Extension scripts can now update details of a new repository being added. |
| SYN-2645 | An option is now available to prompt for an additional property value when scripting the Quick File dialog from an extension. |
| Bug Fixes in 3.7.3 | |
| SYN-2677 | A rare issue was resolved in Repstor affinity when syncing via a Central Repository Lists and Minimise Local Storage is enabled. |
| SYN-2710 | An issue was resolved which prevented emails from being sent when using Microsoft Outlook for Mac to send emails and the same mailbox was open in Outlook for Windows with Repstor affinity. |
| SYN-2711 | When Repstor assist automatically updates its rules while the machine is idle it will now stop the training process if the machine is no longer idle. |
| SYN-2687 | An issue was resolved in Repstor assist which caused repositories added via a SharePoint Team Site location to not be automatically included in training. |
| SYN-2678 | An issue was resolved that prevented certain Repstor affinity settings from being defined using environment variables such as the local AppData path and the log directory. |
| SYN-2050 | An issue was resolved when saving files directly from web browsers to Repstor Drive. |
| SYN-2689 | When using Quick File to replace an existing document make it a major version if the repository supports it. |
| SYN-2661 | Repstor Launch addin was updated to display the browser window in a modeless dialog. It was also updated to correctly pass accelerator keys like Ctrl-C to the embedded browser. |
| SYN-2726 | SharePoint 365 now allows additional characters in document filenames. An issue was resolved when downloading content using these new characters. Full support for working with filenames containing these new characters will be added in a future release. |
| SYN-2649 | An issue was resolved which caused co-authored documents that had no changes made to them to continue to be marked as being co-authored. |
| SYN-2693 | Performance improvements were made when syncing a SharePoint site to pull in the child document libraries and lists. |
| SYN-2691 | An issue was resolved when saving a Word document over an existing Repstor affinity header document. |
| SYN-2690 | Repstor affinity will now warn the user if they click Publish as Major Version twice. |
| Bug Fixes in 3.7.2 | |
| General | |
| SYN-2651 | Repstor affinity was updated to better support SharePoint record restrictions. SharePoint records in Repstor affinity can now be edited or deleted when SharePoint is configured to allow it. |
| SYN-2538 | An issue was resolved that caused Repstor Drive to be unavailable after Repstor affinity was initially activated until Outlook was restarted. |
| SYN-2632 | An issue was resolved that notifications were displayed when adding or removing repositories based on a central repository list when the notification level was set to not show any notifications. |
| SYN-2643 | A rare issue was resolved which could cause Repstor affinity to stop syncing until Outlook was restarted. |
| SYN-2633 | An issue was resolved which could in some cases cause templating search folders with the [USER] syntax to fail. |
| Repstor CRM Link | |
| CRM-140 SYN-2639 | Repstor CRM Link will now correctly update tracked items when they are downloaded as headers. To enable this functionality add a new multiline plain text field to the email content type called "InternetMessageId". |
| CRM-141 | An issue was resolved in Repstor CRM Link that could cause the Outlook window for a tracked email to automatically close shortly after it was opened. |
| New Features in 3.7.1 | |
| Editing Documents | |
| SYN-2445 | Repstor affinity has a new "Open from Repstor affinity" button in Word, Excel and PowerPoint to open existing documents from Repstor affinity. |
| SYN-2574 | Repstor affinity now provides an option to make the currently edited Word, Excel or PowerPoint document a major SharePoint version. The user will be prompted for a major version comment to use. Enabled by setting ROAM.SetMajorVersionComment = 1. |
| SYN-2504 | Repstor affinity now provides an option (DWORD Sync.AllowManualCheckOut = 1) to manually check out a number of documents in a single action. These documents will be downloaded if they are currently headers and will be checked out on the server for repositories which support check outs. Checked out documents won't be sync'd to the server until they are marked as finished. |
| SYN-2608 | When a document version is updated from Quick File Attachments, or assist file returned document, Repstor will now save the file as a major version for repositories that support major versions. This can be changed by setting configuration ROAM.NewVersionReplacementCreatesMajorVersion DWORD 32 to 0. The comment used in the checkin can be configured by setting string configuration ROAM.ReplacementVersionMajorComment. |
| SYN-2459 | The Edit Document and View Document buttons are now available when a Repstor document was opened in a new Outlook window. |
| SYN-1625 | Repstor affinity Word, Excel and PowerPoint documents can now be converted to PDF. |
| SYN-2591 | Office apps can now be set to always open in the edit view when opened for viewing, as opposed to the standard reading view. Enabled by setting the DWORD registry setting ROAM.DisableReadingLayout = 1. |
| SYN-2607 | The SharePoint Document ID field is now available when updating placeholders in a templated document. |
| SYN-2629 | Repstor affinity can now be configured to extract Office properties from the Word, Excel or PowerPoint document currently being edited to use for properties values when saving to Repstor affinity. |
| Quick File | |
| SYN-2449 | In the Repstor affinity Quick File and Jump to Folder dialogs double clicking a folder will now select it and do the action. |
| SYN-2473 | With luggage tags configured, users are now given the option to send an email with a luggage tag (Send And Tag) or without (Send And File). This is provided as a split button choice within the Send And File dialog. This can be turned off with Assist.SendAndTagEnabled. However, the default will send and tag if the luggage tags are configured. Set Assist.SendAndTagDefault to true to make this the default choice. The user's last selected choice will be used if they change the setting. |
| SYN-2474 | Repstor affinity can now be configured to automatically file emails when a user replies to an email with a luggage tag in the subject. This can be configured by setting configuration Assist.AutoFileReplies. |
| SharePoint | |
| SYN-2517 | Repstor affinity now provides a menu to launch the online versions of SharePoint documents so that they can be co-authored with other people simultaneously. |
| SYN-2472 | Repstor affinity will now correctly sync SharePoint view filters which include [Me]. |
| SYN-2470 | There is now an option when viewing the Home tab for a Repstor folder to display the Views drop down to make switching SharePoint views within Repstor affinity more discoverable. |
| SYN-2496 | An option was added when syncing SharePoint to only use columns from the SharePoint view and not include any standard Outlook columns such as From, Subject etc. |
| Extensions | |
| SYN-2479 | A new extension script option was added to detect when a user cancels a dialog prompt. |
| SYN-2494 | A new extension script option was provided to prompt the user for one of a list of options. |
| SYN-2622 | A new extension is available which is called when the user add one or more new items to Repstor affinity. For example this could be used to prompt for additional information. |
| SYN-2606 | Additional fields added via extension scripts can now be added into the Advanced search drop down. |
| Miscellaneous | |
| SYN-2519 | Repstor affinity now provides an option to Unsubscribe from Custodian matters by right clicking on the folder and choosing Unsubscribe. |
| SYN-2564 | License activations can now be deleted in bulk via a Repstor-Config dialog. Run this command to show the new dialog. Repstor-Config.exe /deleteChildActivationsUI <optional_parent_license> |
| SYN-2509 | Folders can now automatically be added to a user's favourites pane through two new registry settings: ROAM.SearchFolderFavourites takes a tab-separated list of search folder names. ROAM.FavouriteFolderPaths takes the full folder paths of repository folders in a tab-separated list |
| SYN-2510 | Repstor affinity will now detect incompatible versions of the installed Repstor components. A warning is displayed when incompatible versions are found and incompatible Repstor assist and repository filters will fail to run to avoid stability issues that can occur due to version mismatches. |
| SYN-2573 | Added the ability to
automatically sync your personal one drive directory into outlook. Use the
following registry settings: PersonalDriveProfileSite - String, Points to the SharePoint site that contains the user profile (e.g. https://example.sharepoint.com) ROAM.SyncUserPersonalDrive - DWORD, set to 1 to enable this feature ROAM.PersonalDriveName - String, the name of the repository once synced (defaults to 'My Personal Drive') ROAM.PersonalDriveSyncType - DWORD, The sync type of the created repository (defaults to inherited) |
| SYN-2317 | Repstor affinity and assist now require Outlook 2010 and later to align with Microsoft's Lifecycle Policy for Office. https://support.microsoft.com/en-gb/help/3198497/office-2007-approaching-end-of-extended-support |
| SYN-2533 | Repstor affinity via configuration can be prevented from adding Enterprise Vault emails as these may not be captured correctly. |
| SYN-2438 | Repstor affinity added support for eDocs DM repositories. |
| SYN-1941 | Repstor affinity now
provides a way to automatically configure custom search folders via a
configuration "ROAM.AdditionalSearchFolderQueries". [USER] will be
replaced with the users display name and [USEREMAIL] will be replaced with
the users primary email address. For example:
("http://schemas.microsoft.com/mapi/proptag/0x001a001e" LIKE '%IPM.Post.ROAM.doc%' AND %last7days("DAV:getlastmodified")% AND ("http://schemas.microsoft.com/mapi/proptag/0x0c1a001f" LIKE '%[USER]%' OR "http://schemas.microsoft.com/mapi/proptag/0x0c1a001f" LIKE '%[USEREMAIL]%'));Recent Documents |
| SYN-2476 | Specially constructed links
can sync a single document into Repstor affinity. An example where this is
useful is providing a link next to Enterprise Search results like the
SharePoint portal search which allows a user to quickly pull the single
document into Repstor affinity. To add an item for individual syncing, run a windows command with the format: stssync://roam/add=:::SharePoint:::https://example.sharepoint.com/example/doclib#filter:_dlc_DocId|REPST-0000000000-000:::REPST-0000000000-000::: where REPST-0000000000-000 is the id of the item to be synced. This will create a repository containing the item if it is not already synced. |
| SYN-2477 | In the Repstor affinity Properties forms, read only values can now be selected and copied so they can be used elsewhere. |
| SYN-2544 | The preview pane can now be disabled for certain file types via the registry setting 'ROAM.ExtensionsPreviewBlacklist'. This setting is a tab-separated list of extensions, such as .docx, for which the preview pane will be disabled. |
| SYN-2584 | A Repstor affinity option is now available to show a notification when syncing a folder for the first time. This is intended for repositories which can take a long to return results when a location is sync'd for the first time. |
| SYN-2625 | Repstor affinity can be configured to detect when a VPN connection is in use so that network traffic is reduced by preferring to use headers rather than full downloads when syncing. |
| SYN-2626 | By default Repstor affinity will display a notification when syncing Custodian subscriptions and there are repositories to add or remove from Repstor affinity. |
| Bug Fixes in 3.7.1 | |
| SYN-2512 | Improvements were made to handle syncing SharePoint locations which exceed the list view threshold. |
| SYN-2491 | An issue was resolved when viewing SharePoint lookup values in the Properties form that caused them to be incorrectly sorted. |
| SYN-2547 | When storing emails in SharePoint the Has Attachments property will no longer be set to Yes when there are only inline pictures. |
| SYN-2417 | An issue was resolved which prevented the Assigned To field being downloaded when using headers. |
| SYN-2535 | An issue was resolved which displayed an error when successfully deactivating child licenses for a specific user. |
| SYN-2565 | A change was made to optimise the steps to retrieve SharePoint default values per location. |
| SYN-2566 | An issue was resolved when syncing 1000's of SharePoint locations as individual repositories. |
| SYN-2586 | An issue was resolved with Outlook 2010 that caused the ribbon to change to the Task Tools view when clicking the Custodian web view buttons. |
| SYN-2600 | An issue with the Extension support object was resolved that could cause some variables to not be passed correctly. |
| Bug Fixes in 3.6.9 | |
| SYN-2598 | An issue was discovered that prevented emails from being sent when using Microsoft Outlook for Mac to send emails and the same mailbox was open in Outlook for Windows with Repstor. A workaround for this Microsoft Outlook for Mac issue is available now by disabling the Send and File feature. Contact support@repstor.com for more information. |
| SYN-2599 | An issue was resolved when renaming emails in SharePoint that caused the email to revert to the default content type and the Subject property to be reset. |
| SYN-2604 | When copying the Repstor affinity OfflineStore.db file between environments the cfg file no longer needs to be updated to reflect the destination directory path. |
| SYN-2605 | An option was added when renaming emails to automatically rename the emails subject. |