Version 2021 R2

Web Client Build Number: 10.2.0.52515

DataSync Build Number: 10.2.0.51787

November 08, 2021

Breaking Changes

  • As of this release (2021 R2), Nectari WebClient, DataSync and Web Central Point Configurator will no longer support Internet Explorer 11. For an optimal user experience, we strongly recommend using our products in conjunction with a supported browser such as Google Chrome or Microsoft Edge.

  • Users using SAML2 as Single Sign-On will now have to update their returnUrlattribute from https://yourserver:81 to https://yourserver:81/Account/SSO (for more info, see Azure Single Sign-On for Web Client).
    In addition, we have now changed the auto-sign in for SAML2, users will now see the WebClient login page when they will sign in.

Important

Upgrade to 2021 R2 should be done from version 8.2 at least.

If your version is lower than 8.2, you will need to do an intermediary upgrade to V9 or 2021 R1.1, and then upgrade to 2021 R2.

Note  

As there were many changes made to the Login functionalities, we strongly advise to Clear Browser Cache before doing an upgrade of Web Client. After the upgrade, with the improvements made to the Security, we strongly recommend to advise all of the Web Client users to change their passwords.

Highlights

Support of OAuth 2.0 for SSO

You now have the possibility to use OAuth 2.0 providers within the Web Client for Single Sign On. The user-friendly interface makes it easy for anyone to set up any provider of their choice.

To configure OAuth, see OAuth 2.0.

Optimized Caching in Excel Add-in

New caching optimizer that provides workbook analysis and statistics, and optimization recommendations for caching.

Increased Performance using Olap Column Store

  • Less disk space usage for SQL warehouses (up to 10x lower).

  • Faster query execution.

Optimized OLAP cubes

Optimized load times for OLAP cubes (up to 3x faster).

UDM, Sales Forecast and Financial Budget Enhancement

New Universal Data Model module for financial budgets.

New Template

Sage 200 Evolution

Improvements

Web Client

  • When activating the license, the EULA needs to be accepted.

  • Duplicator, Reporting Tree Node Selector and Reporting Tree Duplicator authorization has been added for the Viewer license.

  • For Single-Sign On, you now have the possibility to easily configure OAuth 2.0 providers within the Administration section in Web Client.
  • Better overall security with the enhancement of user creation and password reset flows. Because of these changes, we recommend that all Web Client users reset their password.
  • In Users, a new button is added to expire existing users which will enforce them to reset their password.

  • In a worksheet, missing values can be forced to be displayed in a pivot.

  • In Reporting Tree, characters length has been restricted for Reporting Tree Description, Node Description and Tab Name to avoid issues when using Reporting Tree in Excel Add-in.
  • In Reporting Tree, a validation has been added to avoid duplicated Tab Name.

  • In Reporting Tree, a Comment column has been added in the grid of Manage Nodes.

  • The field for Reporting Tree Node filter values has been increased from 200 to 2000 characters.

OLAP Manager

  • In the OLAP Manager, we improved the performance of the Load All action. Additional to that, within the Environment & Data Sources, a new checkbox Columnstore Indexes has been added for OLAP Data Source to enable Column Store for SQL Server 2016 (and up) that will reduce the disk space used by Cubes and loading time for views.

  • In OLAP Cube Details, a new checkbox No null in sources has been added to improve the performance on the Refresh action for Oracle Datawarehouse.

Excel Add-in

  • The new button Caching Optimizer has been added to provide recommendations to optimize the cache.

  • Duplicator, Reporting Tree Node Selector and Reporting Tree Duplicator authorization has been added for the Viewer license.

  • Option Duplicate on children only has been added to the Reporting Tree Duplicator.

DataSync

  • Under Extraction Tables, Post Execution Script has been added to allow users to execute their own SQL script at the end of each table Synchronization and Consolidation.
  • In DataSync Flat File connectors, an External Source connection has been added.
  • In DataSync Flat File connectors, you can now customize the Format Definition.

Web Client Templates

Universal Data Model
  • Added a new Budget Module.

  • View UDM_FINANCE_SUMMARIZED was changed to use a slice of Finance Staging to avoid the strain on the tempdb and allow faster performance.

  • Cube UDM Finance, new Ledger Type logic, added a Data Source for OLAP Summarized if not changing the Fiscal Calendar and only using the currency conversion to have better performances when the Fiscal Calendar stays the same.

Sage 200 UK

  • Cube UDM DimTime: changed table to view and removed related trackings and info pages.

  • Changed Opening.

Sage 300

  • For AR and AP Staging, changes were made to balances in the rare scenario when the Posting Date is before the Document Date in the ERP.

Sage 200 Evolution

  • Sage 200 Evolution is now an available data source in UDM.

Sage 100 North America Template
  • Added Info with a Stored Procedure to refresh all views. When using SELECT * in a view, if the administrator customizes or updates the ERP and some table structure changes, the meta data of those views are not updated automatically. Running this Info Page fixes this issue.

Sage 200 UK Template
  • Added Info with a Stored Procedure to refresh all views. When using SELECT * in a view, if the administrator customizes or updates the ERP and some table structure changes, the meta data of those views are not updated automatically. Running this Info Page fixes this issue.

  • Added Table Extraction of DS_OPENING_BALANCE for Opening Balances to make sure tables NLNominalAccount, NLAccountYearValue, and NLAccountPeriodValue are in sync when calculating the opening balances.

Sage 300 Template
  • For AR and AP Aging, changes were made to balances in the rare scenario when the Posting Date is before the Document Date in the ERP.

  • Optional Field ETL now supports different collations between and within database.

  • Optional Field ETL improvements:

    • Ability to drop table and re-create.

    • If table exists and there is no rows, resets the Previous Update Time in case a TRUNCATE TABLE was ran.

    • If one or more new optional Fields was mapped, a logic was added to take the lowest audit datetime of the rows containing those optional fields to do incremental load properly in case the sync Stored Procedure was ran before the Mapping Stored Procedure.

    • Added Special Logic for Consolidated Databases where the logs will record the max audit datetime of the table instead of the day the Stored Procedure was ran for tables where CPYID is detected. This way, even if the Sync Stored Procedure is ran before the incremental load in DataSync, the next Sync will be done properly.

Fixes

Web Client

  • When renaming a view, a duplicate with same ID was sometimes created in the Command Center.

  • Best Slice logic did not take Specific Join into account.

  • Least Join logic did not take Specific Join into account.

  • When the field was attached to the specific operators (<>, <, >), an issue occurred in the Best Slice detection.

  • When deleting a Reporting Tree, nodes were not deleted in the database and some dependencies were still present within Reports and Distribution.

  • Since version 9.2, Left and Right positions were not available for the Chart Legend.

  • Users with Administrator flag (no Data Model or environment authorization) could not perform data entry on Multi-Tenant environment.

  • The Data Model could not be copied when the user's username was exceeding 20 characters.

Distribution

  • In a distribution job, sometimes users were not able to add a new view.

Excel Add-in

  • When using Reporting Tree and a value in filter, the WHERE clause was added twice when generating the SQL query.

  • The X button at the top-right corner did not completely close the Duplicator and Reporting Tree Duplicator windows.

  • An InvalidCastException error could occur on formulas when Excel Addin for Sage was also enabled at the same time.

  • An issue occurred in Formula caching when opening 2 files that contained the same Reference name.

DataSync

  • In Sage Intacct connector, some operators (NOT IN, <>, !=) were not working when using filters within an Extraction.

  • In HTTPS, trying to cancel an ongoing job had no effect (SQL Server, Sage Intacct, etc.).

Web Client Templates

Universal Data Model
  • For Sage 200 UK, Sage 300, Sage Intacct, Sage X3, and Sage Acumatica:

    In Cube UDM Finance Staging, Total Budget wasn't configured properly: Period was meant to be hardcoded to 1.

Sage 200 UK Template
  • Changed Opening Balance Logic in Nominal Ledger to match the ERP's.

  • In DataSync, Collation Transformation was removed from Extraction.

Sage 300 Template
  • In DataSync, Collation Transformation was removed from Extraction.

Sage Intacct Template
  • Changed GL Data Models to use GLDETAIL instead of GLENTRY to have access to the BOOKID.

  • In DataSync, Collation Transformation was removed from Extraction.

  • In DataSync, the Primary Key wasn't set properly for table Journal and Inventorytotaldetail.

Sage X3 Template
  • In DataSync, Collation Transformation was removed from Extraction.
  • In DataSync, the Primary key wasn't set properly for tables: AGRPFCY, CMARKETING, PREQUISD, MFCWST, PRECEIPTD, PJMFINOVRRPT.

Acumatica Template
  • In DataSync, Collation Transformation was removed from Extraction.