The expected content of this release is published several days before the release date and is therefore subject to change. Please check back at release time for updates.
Improvements
Now, when you mouse over the bar charts and stacked bar charts (eg: Time Spent per Phase, Priority Graph), some resizing handles will appear so that you can dynamically resize them.
Bug Fixes
The Excel export of some reports was failing (error 500) due to some default filters that were not properly applied. This is now fixed.
Some fields or conditions used/applied in the charts did not work properly or led to some display issues. This is now fixed.
The expected content of this release is published several days before the release date and is therefore subject to change. Please check back at release time for updates.
New features
"Quick create" button: To make you save time, we added a new button that enable you to create the main objects directly from the header :
Improvements
Quick Create from a meeting: It is henceforth possible create Internal Development/R&D Collaboration projects and Out-Licensing projects directly from a meeting.
BIO Meetings Import: We are now importing more information regarding contacts and companies. To be more precise, we added the following fields:
For companies : description, URL, phone number, address, zip, city, country.
For contacts : address, zip, city, country.
To avoid overwriting fields or creating confused situations, this information will be imported only upon creation of a new company/contact and not upon update.
Bug Fixes
List values management: Administrators will now receive a proper warning message (instead of an error message) when trying to delete a contact role that is already used/referenced by some objects.
Dashboards: A technical change made to the 7.3.1 version of the application has unfortunately led to some regressions for the graphs and table related to users activity (number of users logged by week and last connection date). This issue is resolved.
Document Manager: Document name containing Japanese characters are no longer replaced by their Unicode equivalent.
BIO Meetings Import: The values in columns were badly displayed on Internet Explorer 11, preventing users from properly seeing the objects to import. This is fixed.
JPM Meetings Import: In the "Ready to import" tab, in some specific cases, it was not possible to choose another company than the one automatically linked (or create a new one). Now the match is only suggested and can be changed if needed.
EBD Import : The import process for EBD meetings has been aligned with the new Excel export format provided by partneringONE.
JPM Import : The BIO Connector now allows you to import your JPM meetings as well.
All JPM meetings can be imported except those set as "confidential" in Inova One-on-One Partnering System.
For attendees manually added to JPM meetings in One-on-One with only a first name, contacts will be created in Inova with "Unknown" as last name.
Bug Fixes
Notifications : The known issues that affected the 7.2.119 version have been fixed:
Users no longer get an error message when creating new notifications,
Users no longer get an error message when accessing/modifying existing notifications.
BIO Import : When importing a BIO meeting, if the company was automatically matched with a company already existing in Inova but some attendees were new contacts, then those contacts were created without companies during the import. This is now fixed.
Lister Filters : It is now possible to individually delete the filters applied to the listers.
Top right dropdown menu :
This menu automatically expands with a simple mouse over. It automatically closes when mouse over outside the menu.
The "My email" option has been removed from this menu. It can be displayed in the left main menu if needed.
Left main menu : The "Logout" button has been removed from this menu as it now appears in the top right dropdown menu.
Advanced Search :
Users can open search results in a new tab by doing a right-click/open in a new tab or mouse scroll wheel click.
A new “Load more results” button appears when there is more returned results than the value defined for the "Max results" field.
Many users reported that the score associated to each result was not enough explicit. So it has been decided to remove it for the moment.
Bug Fixes
Some minor corrections were made to improve the look and feel of the search bar.
The top bar (i.e the search bar and right dropdown menu) and the content of the workflow tab are now correctly displayed for users whose first / last name contains an apostrophe.
It was no longer possible to skip questions for the participants of a review. It has been fixed.
Users with Readwrite rights on a module no longer get an error message (Access Forbidden) when trying to assign an object to a new owner.
Known issues :
Users get an error message when trying to save a new notification. Nevertheless, the notification is correctly created and sent.
Users get an error message when trying to access/modify an existing notification.
The separator character "|" is now supported. Users will no longer receive an error message when trying to push an email to an object containing a "|" character in its name.
Quick select : When searching for an object, the auto-completion is now started from 3 characters or more.
Quick select : Archived objects no longer appear in the quick select list.
The size of the Quick Push form has been increased to improve the visibility of the object names.
Technical Improvements
Various technical improvements have been implemented to speed up the retrieval of objects and avoid the freezing of the Outlook add-in for huge databases.
Bug fixes
Quick select : The automatic selection was overactive and thus a bit confusing for users. So we removed it and now wait for user validation (Enter key) to select one of the suggested results.
It is now possible to send files that contain a "+" character in their name.
Quick Select: when the auto-completion is launched, we can now display up to 10 suggestions.
The "Connection settings" popup has been simplified. Now, you will just have to enter the URL of your Inova application and the add-in will detect your authentication mode. If you are in SSO, you will be automatically connected. Otherwise, your credentials will be requested.
Bug fixes
Some users were repeatedly prompted throughout the day for credentials or were not able to connect even though the correct credentials were entered. These issues are now fixed.
Quick Select: when clicking on the refresh button, the list is now correctly updated with the newly created objects.
All the main objects types are now available through the menu. More precisely, we added the following objects types : Patent, Out-Licensing, Portal Opportunity, Alliance, Conference, Meeting, Issue Log.
The company is now a mandatory field when creating a new contact through the Outlook Add-in.
For the "Quick select" option, when typing a word, the results are now returning all the objects containing this word (and not only those starting with this word).
The "Connection settings" popup has been simplified to make it easier to understand the different connection modes.
We modified all the menu icons :
Technical Improvements
Centralized Installation : the management of the SSO mode has been improved/simplified.
Bug fixes
When using the "Quick Select" or "Link to..." features, it was no longer possible to load the next results of the list via the "next..." button. This issue is now fixed.
We followed Microsoft's suggestions for improving the Outlook add-in performance metrics (startup, shutdown...) and thus reduce the likelihood of seeing the addin disabled by the add-in disabling feature (resiliency logic).
Despite the improvements we continually make, the add-in can still be disabled in rare cases. Should this happen to you, the first step is to check if the add-in is disabled and/or inactive. Then, if it still does not work, please try to use the .reg file provided here.
Since this is a brand new version, unlike what was usually done, the Add-in will not be automatically updated. So if you want to benefit from this version 2.0 of the Add-in, you will have to uninstall the previous version before installing this one.
Improvements
The settings page has been redesigned to make it easier to understand the different connection modes.
Technical Improvements
The authentication and re-authentication process has been completely rethought and improved to avoid connections issues (multiple pop-up).
The error messages have been enhanced to help users better understand the authentication (SSO) errors as well as the errors related to the attachments.
Bug fixes
When the synchronization between D&A and Partnering Place is activated, we no longer have a timeout issue after a certain period of inactivity in Outlook.
