TekPortal V3.00.012 Copyright (c) 2000-2004. Teknowledge Corporation. All Rights Reserved. 9/22/2004 - Updated Release 8/09/2004 - Original Release Overview - TekPortal - ISSUE: Default Custom Categories RESOLUTION: Enhancement - ISSUE: Updated Oracle JDBC Driver (Oracle 9i support) RESOLUTION: Enhancement - ISSUE: TekPortal does not run as services when using JRE 1.4.2_02 RESOLUTION: Enhancement - Aggregation - ISSUE: Updated OpenSSL libraries RESOLUTION: Enhancement - ISSUE: Support for TekWebBrowserMonitor which will monitor the TekWebBrowser component (Unix) RESOLUTION: Enhancement - Notifications - ISSUE: SQL has extra "." between schema name and table name. RESOLUTION: Fixed SQL - ISSUE: International characters in email templates are not displayed properly when the email is received. RESOLUTION: Fixed bug in reading template file. - ISSUE: Change SQLs to support PostgreSQL RESOLUTION: Enhancement - ISSUE: DB schema missing from SQL statements after TekLIMB change for PostgreSQL RESOLUTION: Read DB schema from properties file - ISSUE: Emails sent with duplicate messages for different people RESOLUTION: Removed caching of email templates - templates can refer to notification-specific data, and cannot be cached and reused for a different notification Requirements - TekPortal V3.0 Patch 011 Installation Instructions - Log on to each of the TekPortal Aggregation Server(s) and TekPortfolio Application Server(s) - Solaris - Login as tekp - Bring down TekPortal with TekPortal/bin/StopServices.sh - uncompress -c TekPortal_V3.00.012.tar.Z | (cd /; tar -xvf -) - chown -R tekp:tekp /TekPortal/* - chmod -R 750 /TekPortal/* - Bring up TekPortal with TekPortal/bin/StartServices.sh - Windows NT/2000 - Bring down TekPortal with c:\TekPortal\bin\StopServices.cmd - Run TekPortal_V3.00.012.exe and extract to c:\ - Bring up TekPortal with c:\TekPortal\bin\StartServices.cmd Summary of Changes - Note: The following are the specific files that have changed. If you have made any custom modifications to these files, you will need to reapply those changes to these new versions; or else these versions will overwrite your custom modifications. - TekGateway.jar, TekLIMB.jar, TPClient2.jar - ISSUE: Default Custom Categories RESOLUTION: Enhancement - TekWebBrowser, TekWebBrowser.exe, libgcc_s.so.1.solaris, libgcc_s.so.1, ssleay32.dll, libeay32.dll, libssl.so.0.9.7, lib.crypto.so.0.9.7 - ISSUE: Updated OpenSSL libraries RESOLUTION: Enhancement - TekWebBrowserMonitor.sh, SRun07TekWebBrowser.sh - ISSUE: Support for TekWebBrowserMonitor which will monitor the TekWebBrowser component (Unix) RESOLUTION: Enhancement - classes12.zip - ISSUE: Updated Oracle JDBC Driver (Oracle 9i support) RESOLUTION: Enhancement - *.bat - ISSUE: Add TITLE to the running window RESOLUTION: Enhancement - TekAgentAction.jar - ISSUE: SQL has extra "." between schema name and table name. RESOLUTION: Fixed SQL - ISSUE: International characters in email templates are not displayed properly when the email is received. RESOLUTION: Fixed bug in reading template file. - ISSUE: Change SQLs to support PostgreSQL RESOLUTION: Enhancement - ISSUE: DB schema missing from SQL statements after TekLIMB change for PostgreSQL RESOLUTION: Read DB schema from properties file - ISSUE: Emails sent with duplicate messages for different people RESOLUTION: Removed caching of email templates - templates can refer to notification-specific data, and cannot be cached and reused for a different notification - JavaService.exe, TekPortalServiceCreation_j2re1.4.2_02.bat, TekPortfolioServiceCreation_j2re1.4.2_02.bat, TekEquifaxServiceCreation_j2re1.4.2_02.bat - ISSUE: TekPortal does not run as services when using JRE 1.4.2_02 RESOLUTION: Enhancement ---------------------------------------------------------------------------------------- Default Custom Categories The TekPortal Categories support allows for the following features. - Custom Categories - End users can define their own custom categories - Preselected Categories - Support for preselected categories on a per partner or system level - Default Categories Selection List - Support for default categories to choose from on a per partner or system level Custom Categories. TekPortal supports custom categories on a per end user level. Each end user can define her own categories. For example: "Joe's Paycheck", "Gas Expense", etc. These custom categories are unique to the end user and are not "available" to other end users. These categories would be displayed in the category list, allowing end users to categorize their individual account transactions. Preselected Categories. TekPortal supports preselected categories on a per partner or system level. When an end user is shown the category list to categorize his individual account transactions, the list will be populated with his Custom Categories *and* Preselected Categories. These Preselected Categories can be different on a per partner basis. In addition, TekPortal supports Preselected Categories on a system basis - if there are no partner defined Preselected Categories, then TekPortal will then look to see if there are system defined Preselected Categories. Note: This is mutually exclusive (not combined) - if Preselected Categories exist at the per partner level, only those are used. If none are found on a per partner level, only then will TekPortal look to see if there are any on a system level. Default Categories Selection List. TekPortal supports default categories selection on a per partner or system level. When an end user is shown the Manage Categories page, she can either define her own Custom Category or select from a list - that list is the Default Categories Selection List. The Default Categories Selection List can be different on a per partner basis. In addition, TekPortal supports Default Categories Selection List on a per system basis - if there are no partner defined Default Categories Selection List, then TekPortal will then look to see if there are system defined Default Categories Selection List. Note: This is mutually exclusive (not combined) - if Preselected Categories exist at the per partner level, only those are used. If none are found on a per partner level, only then will TekPortal look to see if there are any on a system level. Custom Categories Creation. Custom Categories will typically be created in the TekPortal UI on the Add Category page. From a database standpoint, the TP_TXN_CATEGORY table contains the Custom Categories. These records will consist of a TP_CUSTOMER_ID<>0, any TP_PARTNER_ID, and a PRESELECTED_FLAG='N'. Preselected Categories Creation. Preselected Categories will typically be imported directly into the database table, via database SQL statements. There are two types of Preselected Categories. The first is "per partner" Preselected Categories; from a database standpoint, the TP_TXN_CATEGORY table contains the Preselected Categories; these records will consist of a TP_CUSTOMER_ID=0, TP_PARTNER_ID=, and a PRESELECTED_FLAG='Y'. The second is "system" Preselected Categories; from a database standpoint, the TP_TXN_CATEGORY table contains the Preselected Categories; these records will consist of a TP_CUSTOMER_ID=0, TP_PARTNER_ID=0, and a PRESELECTED_FLAG='Y'. Default Categories Selection List Creation. Default Categories Selection List will typically be imported directly into the database table, via database SQL statements. There are two types of Default Categories Selection Lists. The first is "per partner" Default Categories Selection List; from a database standpoint, the TP_TXN_CATEGORY table contains the Default Categories Selection List; these records will consist of a TP_CUSTOMER_ID=0, TP_PARTNER_ID=, and a PRESELECTED_FLAG='N'. The second is "system" Default Categories Selection List; from a database standpoint, the TP_TXN_CATEGORY table contains the Default Categories Selection List; these records will consist of a TP_CUSTOMER_ID=0, TP_PARTNER_ID=0, and a PRESELECTED_FLAG='N'. Sample Records TP_CUSTOMER_ID TP_PARTNER_ID PRESELECTED_FLAG -------------- ------------- ---------------- Custom Category 44 3 N Preselected Category (partner) 0 3 Y Preselected Category (system) 0 0 Y Default Cat Sel List (partner) 0 4 N Default Cat Sel List (system) 0 0 N IMPORTANT: Additional combinations of values are "possible" in the table, but they are NOT supported. This support requires TekPortal V2.1 Patch 023, which defines two additional database columns in the TP_TXN_CATEGORY table: TP_PARTNER_ID and PRESELECTED_FLAG. The following TekPortal APIs have been modified to provide this support for customers using the TekPortal APIs: TPAdd_Txn_Category_V3, TPGet_Txn_Category_V3, TPGet_Txn_Categories_V3, TPUpdate_Txn_Category_V3 Upward compatibility: The database upgrade script provides upward compatibility. Specifically, it will do the following. (1) Add the two new database columns (along with the constraints) (2) Migrate the existing customers' categories to this new structure (3) Add the Default Categories Selection List (now in the table, formerly in the JSP)