3_3:kb0000020

KB0000020 Technical Changes in STE/EE 3.3

Reporting

The main change in this version is an improvement in reading data from spreadsheets. Previously data tables could be read from spreadsheets, but this was limited to raw data types. Rich formatting could be applied through special codes inserted into individual cells, which required a lot of work in each spreadsheet.

In 3.3 you can now read much of the cell formatting information information directly from the spreadsheets cells themselves: e.g. text colour, backgroud colour, borders etc. You can override these with special codes, and choose to ignore the cell formats if required, but the default is to bring cell formats through to reports. So in 3.3 it is much simpler to set up your reporting data in a spreadsheet and include it into a report with the same look and feel.

This article contains more detail on this subject: KB0000390 Spreadsheet Table Reporting Reference

Charts and Images in Reports

In 3.3 you can bring images through from the spreadsheets. In Excel, images can be live copies of charts, so that you can now bring Excel charts, with all their rich formatting, directly into PROJECT in a box reports.

New Task Form in Hub

There is a new 'Task Form' in the Enterprise Hub browser application. This allows you to click on a task and see the full detail. Also, the email notifications now include URL links to open the task for on each individual, also there is a URL link to open the hub with the project in to view in the browser.

Working with Outlook 2010

The previous 'PROJECT in a box Outlook Toolbar' has been replaced with a new 'Drag and Drop' mechanism for email included in the PIAB client itself. In 3.3 you can drag an email directly from Outlook onto a new 'My Files' form, which will pick up the attachment, plus the meta-data included in the email (i.e. where it came from, returned description).

Also, you can now drag emails directly out and drop them into PIAB to include complete emails as .msg attachments. Alternatively, you can drag email attachments e.g. an attached Word file into PIAB to add files to project documents.

New 'My Files' form

The new 'My Files' form is a central location to review your checked-out files and files waiting to be checked back in from email. From here you can manage multiple files on a project without having to navigate to the original project process from where each one was checked out.

You can of course still check-in individual files from the process locations using the 'Explorer' form.

Recycle Bin

The client 'Explorer' form now includes a recycle-bin feature. Previously, if you deleted a file in error then you had to contact your system administrator to restore them on the system. Now, deleting files is a two-step process - first to move them to recycle bin and only then secondly to delete them.

You can recycle a complete folder including its contents, but you cannot fully delete a folder unless it is empty.

Moving Files

You can now move files from one document to another, as well as moving Specialist folders with the Specialist Product area.

New Client Deployment Options

Previously the downloadable 'Deployment Client' was available in three versions: install-and-run, run-once and portable. Because these were 'Files-Only' deployments, the install-and-run client didn't carry out the full setup operations (e.g. making shortcuts available to all users, adding an uninstaller etc.). In 3.3 we have replaced the install-and-run client with a full, conventional client setup.exe installer that does carry out these operations.

To make it more customisable, you can include a .ini file side-by-side with the installer, and also a custom client config file 'piabpe.cfg' which can contain a complete set of client customisations for your site. For advanced users, this set of files can further be packaged into a downloadable self-executing .exe file.

See KB0000060 Client Deployment Overview for more details.

Other Fixes and Improvements

  • Team users in the hub can now 'Undo-Checkout' files they have checked-out.
  • Users are now shown by their 'Display Name' throughout the client, which defaults to the 'Login Name' if no Display Name is set. Login names optionally can be shown side-by-side.
3_3/kb0000020.txt · Last modified: 2017/06/22 13:13 (external edit)

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