October 2022 Dashboard Release Notes

October 2022 Dashboard Release Notes

If you are still using API v1 we recommend not updating to the October 2022 release, please speak with your Customer Success Manager about upgrading your API to v2. Also see API v1 Deprecation

Renderer Dashboard URL environment variable has now moved to the server/Dashboard container, if you use this value you may need to move it to its new location.


Original Release Name - pi.2022-10-12

Patched Release Name - pi.2022-10-12.1

Patched Release Name - pi.2022-10-12.2

Patched Release Name - pi.2022-10-12.3

Original Release Date - Oct 14, 2022

Patched Release Date - Oct 18, 2022

Patched Release Date - Oct 24, 2022

Patched Release Date - Nov 1, 2022


We are pleased to present our latest offering of pi - our October 2022 release! This page helps summarise and familiarise you with the changes we have made and is supported (where applicable) with useful videos to help explain the changes we have delivered.

Before upgrading, we recommend taking a backup. You can find more information here.

 


Patch Release

Schedules failing with null in attachment password (Zendesk#22024)

Scheduling

The October release contained new functionality that allowed users to encrypt scheduled attachments and reports, please see here for more information. Unfortunately, this caused an issue with existing schedules. We addressed this in patch release pi.2022-10-12.1.

 

Vulnerability - Apache Common Text (Zendesk#23318)

Security

The patch release pi.2022-10-12.2 addresses a vulnerability issue with Apache Common Text that was recently identified. You can find more information about this issue here.

 

Unable to change PDF logo in themes (Zendesk#23440)

Themes

An issue with the Panintelligence logo appearing on PDF files when users had specified their own logo in themes has now been resolved in the patched release pi.2022-10-12.3.


Added

Inserting Categories into Reports (Zendesk#9170,12038,12245)

piReports

With effect from this release of the dashboard, you will now be able to insert an entire category into a report

 When you click on the ‘Insert a category as the next page' icon, you will be able to select the category to insert.

  • You will only be able to select categories that contain data i.e. parent categories cannot be selected

  • Before inserting the category into a report, you will be able to preview it in a new browser tab by clicking the ‘Open’ icon (this button can be disabled for embedding solutions, to avoid opening another instance of the dashboard)

  • When selecting a Category, any Category Objects from that Category will not be added to the report. This is because one page in a report is similar to a category and a report could potentially contain multiple categories

A new System Variable, ‘ENABLE_OPENING_DASHBOARD_AS_TAB’, has been added to Dashboard Configuration>Settings. This is a System Variable, so if you need to have different configuration for a specific user, you can override the value by supplying ‘true’ or ‘false’.

Please see this page in piDocumentation for more information.

 

Enabling variables for Object Labels (Zendesk#14093,14405)

Data Connection

Variables can now be used for Object Labels. When a variable is used on an Object Label, the object will display the text derived from the variable.

Please see this page in piDocumentation for more information.

 

Enabling encryption of scheduled attachments and reports (Zendesk#15798,18786)

Reports & Scheduling

It is now possible to encrypt the attachments and reports associated with schedules. This will encrypt attachments sent with emails, as well as any files saved to a directory or S3 bucket.

Encryption is handled at the schedule level, meaning that choosing to encrypt on a given schedule will encrypt all of its attachments in a single zip file. This file will then be attached to the email, and can also be saved to a directory or S3 bucket. The .zip file will have the same name as the provided schedule name.

Directory location and S3 buckets can be defined in the new Encryption tab in the schedule editor of the Dashboard. Encrypted files that are saved to a directory will be saved to the ‘schedule_files’ directory in your ‘Dashboard’ directory, unless an alternative directory name is supplied through the BASE_SCHEDULE_DIRECTORY variable in the global variables tab.

Including an attachment password automatically means that all attached files will be encrypted. Without this, unencrypted individual attachments will be sent/saved to directories and s3 buckets as previously expected.

Please see this page in piDocumentation for more information.

 

Starts with and ends with operators added to chart filters (Zendesk#17628)

Chart Editor

‘Starts with’ and ‘ends with’ operators have been added to our chart filters in the chart editor. These work like the ‘like’ operator, but only match the value if it starts with or ends with the provided string, respectively.

 

Ability to export and import Reports and Scheduled Jobs (Zendesk#19301)

Reporting

Similar to exporting and importing Data Connections, the ability to export and import Reports and Schedules has been added to the system.