ITAS Release 8.5.1.479
24th January 2016
Trader Desktop
New Features
Reporting Exports Admin Screens
Until now the export schedule, which extracts data from the Heritage tables and sends it to the Reporting Database, had to be set up as a background job. In this release, new screens have been introduced which will enable Admins to:
- Set automated exports for one or more TE’s over one or more days per week at specified times.
- Create manual exports for one or more TE’s that will be kicked off immediately.
- View all the exports in the export activity screen for the current day including their status.
- This screen updates in real time. You can kick off a manual export and watch it move from pending to in progress and then to complete or fail. This ‘state progression’ feature also works for automatic exports that are set to run that day.
- Exports that are created together will be grouped together in the Export screen.
- To Edit a group just select those trading entities and create a new release schedule.
- To remove a trading entity from a group, or to cancel an export (as long as it has not started) go to either the Auto or Manual screens and delete or cancel that schedule.
- History screen for all complete/failed exports. Completed exports in both screens show when they were run, by who (manual only), state and the elapsed time. A Job ID has been added to aid investigation of any failed jobs.
Updates to Existing Features
User Preference Update
Users can now decide exactly how many alerts they want to see in the Smart Panel and in the Alert Notification area. Options include: 10, 25, 50, 100 & 200 alerts, or 1, 3, 7 or 14 days. Default is 100.
User Filters Added To Heritage Alerts
Previously they were only available for ‘data change’ and ‘new item’ alerts but now users can apply filters to any alert that is associated with a Trading Entity. Take a look in Alerts > My alerts then either Risk Alerts, Trading Notifictionsor Admin Alerts. Some Alerts will have an Edit Filters link which can be used to filter alerts to specific TE’s, contracts, departments, traders etc.
New Screen for Operational Alerts
Previously all Operational alerts were always available to users, now ITAS Administrators can decide which alerts will be made available to users. This screen is found in Alerts Admin > Operational Alerts
Bug Fixes
- User filters now applied to Email alerts.
- Alerts not showing in Notification Area when user has hundreds of un-read alerts.
- Wrapper hides status bar on resize.
- Smart Panel forgets the last opened tab.
- User filter preview button now pre-selects filters for that Trading Entity.
- Alert notification panel only shows unread messages.
- Menu Item buttons not showing on message details screen.
- Alert Details Screen takes a long time to load when a large number of alerts are in the history.
- User cannot interact with UI when a large number of alerts are being downloaded.
- Cancel button does nothing on Alerts Admin >New Item screen.
Known Bugs
- Export fail message does not show the Trading Entity and has squashed text.
- When removing an automated export for a single day by unticking that day, the message to the reporting server is not sent. The schedule is deleted locally but the export continues because it has not been removed from the server. Workaround: use the delete button. Using the delete button will also remove a n export that is 'stuck' on the server because a user used the untick method.
- Exports created today, before the current hour, show in the export activity screen as 'pending' and will not be run until next week.
- Export jobs created at different points in time but scheduled for the same time are not grouped together.'In progress' should trump 'success' in the Export Activity, Status field.
Web Services
Updates to Existing Services
- PUT finance/client/{tradingEntity}/{partCode} - update business logic to heck for 1 character suffix.
- Add ITAS Error Codes to endpoint responses.
- Add useful descriptions to endpoint help site.