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Serena Business Manager 10.1.3 Readme
This readme file contains known issues and other important information for Serena® Business Manager. This file also contains information that might not be available in other SBM documentation. Last updated on 2014-04-09.


About this Release

SBM 10.1.3 is the version that immediately follows SBM All of the features, changes, and fixes that were made in SBM can be found in SBM 10.1.3.

SBM 10.1.3 is available in U.S. English only.

Supported Configurations

The sections below discuss changes in supported software configurations. Detailed information about supported platforms and software configuration is available in the Supported Platform Matrix.

  • .Net Runtime

    Now supported:

    • .Net Framework 4.0

    • .Net Framework 4.5

  • Web Browsers

    Internet Explorer 8 is not supported for Serena Work Center. Internet Explorer 8 is supported for all other SBM Web interfaces.

Web Services

The latest application Web service calls can be found in the sbmappservices72 WSDL. The latest administrative Web service calls can be found in the sbmadminservices72 WSDL. All TeamTrack Web services and earlier SBM Web services (including ttwebservices, aewebservices70, and aewebservices71) are still compatible with this release. However, these WSDLs have been deprecated and will not contain any of the new calls or parameters found in SBM Web services version 7.2. For new Web service implementations, use SBM Web services version 7.2.

Build Numbers

The following component build numbers apply to this version:

  • SBM: Build 564
  • SBM Composer : Build 154
  • SBM Application Administrator: Build 564
  • Application Repository: Build 356

Third-Party Tools

For more information regarding third-party software copyrights and license information, refer to the files under "My Downloads" or "Product News" at http://www.serena.com/support.

What's New

The following features have been added in this release.

New End-user Interface

Serena Work Center provides a modern, intuitive interface that streamlines how users work with items, especially for those who work in multiple applications.

Work Center can be opened using this URL: http://serverName/workcenter.

Highlights include:
  • Global Search

    Work Center provides a single search feature that enables users to find items in any application they can access. Users can search by Item IDs, single words, or phrases. Values in most field types can be searched as well. For example, include a user name in a search to find items the user submitted, owned, updated, or is referenced in any field.

    Result lists or sorted by relevance based on the search criteria. Users can then filter the list by active/inactive, items they submitted or that were submitted by others, and by application and project.

    See global search in action

  • Global Submit

    There is now a single entry point for submitting new items. The + New option allows users to search for any project or service they have access to. If they are unsure of the project they need, they can search for the application first, and then search for projects within that application.

    Once users submit an item into a project, the project is included in a list of recent projects for easy access. Users can set recent projects as "favorites" so they are always available.

    See global submits in action

  • Views

    Views are containers for the various types of information shown in the main content window. Three types of views are available:

    • Dashboard

      Shows reports and external Web pages in "widget" containers. Users can add multiple widgets and arrange them to best suit their information needs.

      Note: For users in upgraded systems, the Home page for existing applications are automatically set as a default Dashboard widget for those applications.

      See dashboards in action

    • Activity

      Shows work items from one or more Activity feeds, enabling users to easily navigate information pertinent to their daily work.

      See Activity views in action

    • Calendar

      Shows Calendar feeds, giving users a date-based view of information in a calendar format.

    Each users can have multiple views for each view type and for their Home page (global), each application, and each application group.

  • Feeds

    Feeds provide a way for users to quickly access information related to their day-to-day work.

    Two types of feeds are available:

    • Activity

      Shows work items based on a set of feed criteria.

    • Calendar

      Shows work items in a calendar format.

    Feeds have two access levels:

    • Private

      Visible only to the user who created the feed.

    • Public

      Visible to users who have privileges to view guest-level reports. Only the author and administrators can modify public feeds.

    Feeds are added to views, which can be opened from the navigation pane.

  • System To-do Lists

    My Activity views are provided for each user's Home page, application, and application group. Two system feeds are added to each view by default: All Items I Own (Primary) and All Items I Own (Primary and Secondary). You can remove these feeds from the system views as needed, as well as add other feeds.

  • Solution and Application Bundling

    Applications can now be bundled so that users can create views related to work items in these applications. Each user can pin application groups to their taskbar.

    For some Serena-provided solutions, such as Release Manager, applications are already bundled, and users can pin them to their taskbar.

  • Improved Form Styles

    Styling has been improved on all forms rendered in Work Center.

  • Improved Report Navigation
    Report navigation has been simplified. Reports are now organized by application or application group, which are pinned to the Work Center toolbar. Three categories of reports are available:
    • My Reports - Lists reports the user authored.
    • All Reports - Lists all reports the user has privileges to run.
    • Scheduled Reports - Lists reports that are scheduled to run at a particular time.

    Once users select a category, they can search for specific reports or filter the list by table, project, author, etc.

  • Scheduled Reports

    Users can now schedule their reports from the Report view rather than their user profile.

  • Notifications View
  • Users can now view their notifications without leaving Work Center. The Notifications page lists notifications users have received based on their subscriptions. Notifications from all applications are listed and sorted by the date they were received.

    Users can search the list by notification name or filter the list by read/unread, application, project, or subscription. They can click the work item link for each notification to view and act on the item, mark one or all notifications as read, or remove one or all notifications from the list.

    Users can specify in their profile how often the Notifications page should be refreshed.

    See real-time notifications in action

  • Notification URLs

    You can choose to open Work Center when users click item links in e-mail notifications. To do so, select the Serena Work Center item link type on the general tab for each notification.

Note: The classic end-user interface, referred to as the SBM User Workspace, is still available.

E-mail Responses

You can now add responses to notification messages. Responses can appear as links or buttons in a notification message, which enable the recipient to transition an item without requiring him or her to log in. For example, you can create a notification that contains customizable "Approve" or "Reject" links that a manager can use to quickly approve or reject a request directly from the notification by clicking one of the response options.

RESTCaller for Orchestrations

You can now call RESTful Web services from orchestration workflows using the new RESTCaller utility service. Once you import the RESTCaller.wsdl file into your orchestration, you can use the orchestration workflow service step to access and configure the RESTCaller service to call a RESTful Web service. For more details, refer to the SBM Orchestration Guide.

Updated Theme in SBM Composer

SBM Composer now uses the Office 2013 theme by default. You can also now change themes, choose to show pane borders, and modify theme colors. You can use the Theme options revert to the Office 2007 Blue (Classic) theme.

Notification Server Performance Improvements

Notification Server processing performance for tables with more than 1,000 fields has improved.

String Modifications for Work Center, Request Center

The Localization feature in Application Administrator enables you to translate or modify text for specific end-user interfaces, such as Work Center and Request Center (version 5.0 and later). Default strings are provided for the English (United States), or en-us, locale.

Additional Changes

The following sections describe additional features that have been changed or added to SBM 10.1.3.

End-user Changes

Multiple File Attachments

Users can now select multiple files when they add attachments to primary or auxiliary items.

Report Changes

Report Title Displayed When Editing a Report

  • The Report Item Type option has been moved to the Content section for most report types.
  • The report title is now displayed when you are modifying a report in SBM User Workspace.

Miscellaneous Changes

Time capture entries can now be in quarter-hour increments.

SBM Composer Changes

  • Work Center Support

    Support for the new end-user interface, SBM User Workspace, has been added to SBM Composer:

    • You can choose to preview custom form in the Work Center or SBM User Workspace.
    • Users are now presented with the correct interface (Serena Work Center or Serena Request Center, for example) when they click item links in embedded reports.
  • Custom Form Maintenance Improvements

    You can now copy forms, images, styles, and form actions across applications.

    See form copies in action

    See form updates in action

  • HTML Editor for End-user Help Text

    You can now easily add, edit, and format end-user help text using an HTML editor. The end-user help editor uses standard formatting controls, including those for text, tables, links, attachments.

  • Improved Process App Recovery

    Backup copies of process apps are now automatically stored on your local machine each time you publish or deploy from SBM Composer. By default, up to 5 backups are stored. You can change this number as needed. You can also disable automatic backups.

  • Expanded Custom Tool Bar Options

    You can now show or hide the Item ID and title and Details/Social toggle on custom forms. You can also choose to hide the entire tool bar on custom forms.

  • Import Values for Single Selection, Multi-selection Fields

    You can now easily manage selection lists by importing them from a .csv file. To ease this process, you can first export selection values to a file, modify the information, and then import the file.

  • Custom Form Indicators

    You can now easily distinguish which states and transitions use custom forms and print forms. Colored icons represent custom forms, including print forms. In addition, a square icon at the upper left corner of an icon indicates that the form is inherited.

  • Removing Publish Restrictions

    You can now unpublish process apps that have been published, enabling you to modify locked elements, such as database and internal names. If you want to deploy a process app that was unpublished into an environment where it was previously deployed, you must first undeploy it.

  • Improved Field Mapping for Transitions

    You can now automatically map all matching fields in Post, Copy, Subtask, and Publish transitions instead of having to manually map fields one at a time. This is convenient when you have a large number of fields to map. On the Post Options tab of the transition Property Editor, select Map Matching Fields to automatically maps field values in the current item to the fields with the same name and type in the new item created by the transition. You can then manually change individual field mappings as needed, or Clear Mappings to start over.

  • Binding Parameters to REST URLs

    You can now add parameters, such as resource IDs, to URLs generated by the REST widget. Endpoints are not generated for modified URLs during deployment; instead, the URL is generated at runtime.

  • Previewing REST Widgets

    You can now preview REST widget results for REST calls that require an SSO token. When you select the SSO option on the REST widget property pane, the SSO token associated with your Application Repository login credentials is passed to the REST call. SSO must be configured for SBM.
  • Template Selection for Embedded Report Widget

    You can now specify a template for all report types added to the Embedded Report widget.

  • Limit Selections for Form Action Lists

    You can now enter text to limit the list of fields, controls, rules, and images that can be selected for form actions. You can also now preview images before adding them to form actions.

  • Business Solution Information

    You can now see information about Serena-provided solutions, such as Serena Release Manager, the process app editor.

  • Guid Column in Lists

    A Guid column can now be enabled for control lists, such as tables, forms, and application variables. This enables you to see the unique identifier for each item in the list and can be used for troubleshooting purposes. To enable the Guid column, right-click a column header to modify the list of columns shown.

  • Demand Widget Deprecated

    The Demand Widget is no longer available.

Web Services Changes

  • GetRoleUsers and GetRoleGroups calls have been added to sbmadminservices72. These calls enable you to returns lists of users and groups given a particular role and the associated project.

Miscellaneous Changes

  • SBM AppScript Changes

    In the URL context, you can now use the script UUID to uniquely identify the script, or you can pass the ScriptSolutionID or ScriptAppInternalName parameters with the ScriptName to unambiguously refer to a script name. Additionally, the $SCRIPT() template tag now attempts to determine which script to run by using the parameters that are passed in to identify a contextual solution, and then it searches for the script name in that solution. This means that if the template is an item view, the solution that is associated with that item is searched for a matching script name.
  • As of SBM 10.1.3, the upgrade process drops the current Common Log database tables and then recreates them. This means your existing Common Log data is deleted as part of the upgrade. Common Log data is typically only used to troubleshoot issues with orchestrations.
    Important: If you need to preserve the data in your Common Log database tables, ensure that you back up the Common Log database before you upgrade to 10.1.3.

Fixed Issues

A list of defects fixed in this version can be found in the Knowledge Base. You must have a Serena.com user account to view items in the Knowledge Base. Register for a free account if you do not have already have one.

Known Issues

For a complete list of known issues and potential workarounds, refer to the Knowledge Base.

Issues for End Users

General Issues

  • Time capture entries can now be captured in 15-minute increments. However, when time captured is distributed across several days, time is distributed in 30-minute increments. Fifteen-minute intervals may be lost. Users can manually adjust the time distribution to add or remove the 15 minutes as needed.

Work Center Issues

  • Users may see an "Error initializing branding" warning when they log in to Work Center. This problem is caused by the Adblock browser plugin. To solve the problem, disable the plugin.