Release Notes and Announcements

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Jama Connect Self-Hosted Release Notes

By Kristina King posted 04-26-2016 21:14

  


NOTE: We recommend performing incremental upgrades to each major version change before proceeding to our latest release:
Incremental Step Upgrade Path for 8.x and Beyond


Supported Versions



Unsupported Versions




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Jama Connect 8.74.1 - Self-Hosted


Release Date All: 2022/06/16


 

License Administration

The Admin License page has been redesigned and enhanced for ease of use and readability. 

  • The page filter drop-down menu now includes all license types -- you are no longer limited to a portion of your license usage. You can also now select All to group overall license usage into a single view.
  • The bar chart has been updated to an area chart to display grouped license types with more clarity.
  • When viewing the area chart as a date range, you can click on a single day to view the hourly breakdown. You can also click on a single hour to view a new minute-by-minute breakdown for better real-time analysis.
  • The page data is now displayed in your local time zone (converted from UTC). 
  • A newly-added statistic represents when a user tries to log in with a creator (float) license but is then downgraded to a reviewer (float) license due to lack of availability.
  • A new CSV export helps you analyze license usage trends within Excel (the exported data represents a UTC time zone). 

  

Project Dashboard Updates

New dashboard views use visual storytelling to improve comprehension.

For line, bar, and pie chart widgets, the new Data Table View provides a detailed breakdown of the filtered segments, presented in an easy-to-read table format.

If you need this information elsewhere, you can download individual bar, line, or pie chart data directly from an individual widget in three (3) formats: 

  • PNG
  • CSV
  • SVG


The new Full Screen View creates greater visibility and clarity for seeing a broad view, guiding focus to the screen and into the data. 


The legends in dynamic dashboard widgets help you to drill down, focus, and compare the widget information you need while deselecting and selecting legend segments.

 

SCIM Provisioning for User Management

A new System for Cross-Identity Management (SCIM) workflow allows your organization to automatically provision users from Okta into Jama Connect. To assist with enablement and to ensure successful implementation, please contact Jama Support.

SCIM provides the ability to:

  • Create new users (initial license management occurs during creation) 
  • Read existing users
  • Update user information
  • Deactivate users

 

    Project Access in Categories 

    Organization admins can now manage a category’s visibility in one, many, or all projects.

    Category Permission Visibility Types 

    • Unassigned AccessNot visible in any projects.

    • Project AccessVisible in one or more defined projects.

    • Global AccessVisible in all defined organization projects.

    As projects are added to the organization, visibility is automatically applied. Note: Newly added categories are “unassigned” by default, meaning they’re not visible in any projects.

     

    Unassigned Categories

    Unassigned categories don't appear in your projects, including in these project views:

    • Project 
    • List View
    • Reading View
    • Single Item View
    • Tree
    • Manage Categories window

    By default, users don't have access to categories that have just been added, allowing organization admins time to configure them without disrupting or revealing them to the organization. 

     

    Organization admins can configure unassigned categories at any time.  

    Here's how:

    • Global Access: Enable to make category visible to all projects. 
    • Manage Access: Configure the specific projects where the category should be visible. 

    Global vs. Project Access

    Global access allows all projects to access a category, while project access means a category will only be visible to specified projects.

    The global access option can be enabled or disabled at any time with the Global access checkbox. When enabled, all active organization projects have visibility to that category. The Manage access option is disabled because the category is set as visible to all projects.

    If the user disables global access, the category is then converted to a “Project access” category and all projects will still have access to it. The user can then manage which projects should maintain access to the category.  

    Project access categories can only be seen and used in the projects specified by their organization admin. The organization admin can then choose to manage access and make any needed changes.

     

    Manage Project Access

    Project access can only be managed on one non-global category at a time. When the Manage access button is clicked, the Manage access window is displayed, where organization admins can hide or show any active projects in the organization. 

    Note: Access can only be edited on top-level parent categories; all child categories inherit the top-level (parent) access. This also affects all move, copy, and merge actions.

      
    • Hidden projects are listed in the left panel.
    • Visible projects are listed in the right panel.
    • Projects are displayed with the project name, followed by the project key.
    • Projects can be moved from either pane. 
    • Impact counts display the staged actions at the bottom of the window.
    • Clicking Save applies the staged access options to the selected category.
    • Access activities are posted and displayed in the Admin activity history.

      If a category has been applied to items in a project, that project can no longer be removed from the Visible projects list. All applied categories must be unapplied from all items in the selected projects before removing the category from the project. This restriction also applies to all move, copy, and merge actions.

      Managing access has an impact on cross-project use of categories. When a user, working with a cross-project List View or Reading View, selects Manage categories, the visible categories are limited to Global categories and categories that intersect with the selected projects.

      Additional Callouts

      • If a deleted item is restored, any associated categories aren't restored.
      • If a project is archived and later restored, the categories aren't restored.
      • When a user, in a cross-project List View or Reading View, selects Manage categories across the list, they see only categories that are global and that intersect with the current project.

      Baseline Updates

      Once an organization admin creates and configures a baseline-specific pick list, they can enable the baseline status for users to be able to select the pick list. The baseline status pick list can't be edited after it's configured. 


      Once the pick list is enabled, users can apply this option when they edit a baseline. The pick list values appear in the headers for Baselines List View and View details page.  


      The View details page now includes the Rich Text Editor, along with the new baseline pick list. When editing a baseline, you can now update the pick list and add Rich Text as needed. When the baseline pick list is updated, the activity is captured in the baseline and project activity streams.

       

         

        Improvements from Community User Feedback 

        The Relationship widget window now includes the ability to multi-select and clear multiple Suspect Links in Single Item View. 

        You can now:

        • Use control (command+shift on Mac) to select the links you want to clear.
        • Select Clear Suspect Links from the Edit drop-down menu.
        • Clear links in batches of 1–50.

        To add comments to this popular use case, see Add ability to clear all suspect links on a given item.

        Additional updates:

        • Context-sensitive Velocity reports now include the option to add the List Source ID parameter, which allows you to identify the source of the information for your report. 
        • Attachments in Review Center now appear in the item only when the user has the correct read permissions to view the attachment.
        • When you delete a custom field from an item type, that data is now automatically removed, avoiding issues in calculations and item updates when the unique field name is reused later.  

        Note: To submit or vote on ideas for product enhancements, go to the Ideation module in the Jama Software User Community. Registration is required. 


         

        Usability Updates 

        Admin

        • Improved language and updated instructions when adding notification emails to the System Health Report settings page.
        • Updated inline alert to the new library component on the Categories admin page to match Jama Software design standards, providing more consistency to the application.

        Projects

        • Updated highlight, hover, and selected colors to match Jama Software design standards, providing more consistency to the application.

        Reviews

        • Added a new Go to item link as an option in the drop-down menu on the Reviews left sidebar, providing easier access to items in projects.
        • Added clarifying icons to the Add moderator and Add participants buttons in the Reviews header.
        • When a user comments on a review, the content of the comment is now maintained when switching from Reply to Resolve. The user no longer has to re-enter the content.
        • Improved language for user messages when they can't publish a new review revision because the filter that was used to create the review has been deleted.
        • On the Review Details page, users can now resize the "Find item" and "Filter items by" panels.
        • A new “View in tree” option has been added to both menus in reviews, which allows you to open the Find item panel and view the item in the review hierarchy.
        • The window used to add @mentions and #hashtags has been adjusted so that the text is displayed regardless of screen size or position.
        • Language in the Review Center Actions menu and window has been updated to reflect the same pattern as the Project workflow. When you select multiple items for batch update, the text now displays as Edit instead of as Update.

        Reviews Index

        • IMPORTANT: The default view on the Reviews index page is now the Table View instead of the Grid View.
        • Updated the navigation tabs, buttons, spinners, and other UI elements to newer components that match Jama Software design standards and provide consistency to the application.
        • Adjusted the Reviews index page view preference (Grid or Table) to persist throughout the user's Jama Connect session.
        • Updated the filters on the Reviews index page to keep selections throughout the user’s review session, and to apply them on initial selection from the drop-down menu.
        • Expanded table column data and sort functionality in the Reviews index table view. You can now sort by Review Status, Role, Revision, Moderators, End date, and My progress.
        • The Reviews tab count now reflects the total and filtered counts for both “My” and “All” reviews simultaneously.
        • Removed unnecessary back-end calls when review and count data are loaded, improving navigation performance on the Reviews index page. 

           

          API Updates 

          This release introduces the following updates to REST API: 

          • PATCH /items now updates multiple items as an asynchronous request
          • PUT /items/{treeLocation} now sets item location by indicating parent and location of a peer
          • GET /baselines/{baselineId}/reviewlink now returns the connected Review ID of the baseline it was derived from
          • *GET /baselines endpoint now returns the baseline pick list option 
          • *GET /baselines/{baselineId} endpoint now returns the baseline pick list option
          • *PUT /baselines/{baselineId} endpoint now updates the baseline pick list option

          * Baseline-specific pick list must be enabled. 

          This release also introduces the following new Labs API Endpoints:

          • POST /baselines/folders
            Adds a baseline folder
          • GET /baselines/folders
            Returns results for the baseline folder by key or name
          • PUT /baselinetree/{projectId}/move
            Moves a baseline source to a folder 

           

          Notes for System Administrators 

          For MySQL Customers Only

          Before upgrading Jama Connect, MySQL must be upgraded to version 8 to optimize performance. For more information, see "Performance improvements" in these release notes. Known issues in earlier versions of MySQL with Jama Connect 8.74.1 may cause significant issues.      

           

          Introducing Replicated Kubernetes Off-The-Shelf (KOTS) 

          Our partner, Replicated, is a leader in deploying cloud-ready infrastructure into self-hosted environments, including Airgap and customer-managed cloud environments. Replicated developed KOTS, which preserves the previous versions' options for simple installation, monitoring, and updating, but is updated to leverage Kubernetes. Kubernetes is an open-source system for automating deployment, scaling, and management of containerized applications.

          This update is part of Jama Software's focus on continual improvements to enterprise tooling. You can transition to a KOTS deployment when you upgrade to Jama Connect 8.74.1.   

          Incremental Step Upgrade and New Database Schemas

          If you haven't yet upgraded to Jama Connect 8.62.x or later -- 

          • Before you install or upgrade to Jama Connect 8.74.1, you must first create two new database schemas to support the new options for SAML and OAuth authentication (introduced in Jama Connect 8.62.0 and revised in Jama Connect 8.62.4). 
          • For the upgrade to succeed, organizations using Microsoft SQL Server must enter database users in Replicated -- without these entries, the installation or upgrade will fail. 

          For more information, see Incremental Step Upgrade and Jama Connect 8.62.4 Release Notes.

           

          Supported Software

          For this current release, and for all self-hosted releases, we encourage system administrators to review the Supported Software information on the Jama Software User Community before upgrading.  

          Container Artifacts

          Replicated Release Number 2.53.0
          Java Version (JDK_UPDATE) 11.0.9.1+1
          NGINX_VERSION 1.18.0-2.el7.ngx
          TOMCAT_VERSION 8.5.63

          We regression tested using Replicated 2.53.2, and recommend the use of the following script for the initial installation of Jama Connect -- this will install Replicated 2.53.2: 

          curl -sSL "https://get.replicated.com/docker?replicated_tag=2.53.2&replicated_ui_tag=2.53.2&replicated_operator_tag=2.53.2" | sudo bash -s no-auto

           

          Airgap Environments

          Airgap customers can download the required version of Replicated via https://s3.amazonaws.com/replicated-airgap-work/stable/replicated-2.53.2%2B2.53.2%2B2.53.2.tar.gz before installing the 8.74.1 Airgap file available in your portal. 

            


          Resolved Issues

          ID Description
          SOS-DEF-406

          Reviews can now be sorted by Status, Role, Revision, Moderator, End date, or Progress.

          SOS-DEF-505

          When workflow is enabled, previous versions of an item that have been converted to a different item type can now be transitioned to Current.

          SOS-DEF-541

          Reviews that are created at the same time now have different review numbers.

          SOS-DEF-1259

          In the Test Center, when the unique ID of a test case is long, the full ID can now be viewed in a title tag when you hover over the ID link.

          SOS-DEF-1825

          Items are no longer locked when they are edited in List View.

          SOS-DEF-2050

          When you edit an item in a review, existing tags are now visible.

          SOS-DEF-2108

          Selecting two different sets of items before the first tab opens no longer causes issues.

          SOS-DEF-2376

          Using REST API POST /projects/{projectId}/attachments with required field settings no longer produces an error.

          SOS-DEF-2588

          CSV exports from Trace View now show quotation marks (") correctly.

          SOS-DEF-3073

          When you insert an image into a shape from the Diagram Editor, those changes are now saved and displayed correctly.

          SOS-DEF-4014

          Now, when you move sets of items to a new project, workflow settings are aligned with the new project.

          SOS-DEF-4217

          In Review Center Single Item View, related item links are now displayed correctly for all items. 

          SOS-DEF-4814

          Review comments are now saved when a session is renewed or refreshed.

          SOS-DEF-5077

          From the Jama Connect API, a locked parent item still allows sub-items to be edited.

          SOS-DEF-5310

          If items in a workflow where converted to a folder, you can now use the option Replace with baseline.

          SOS-DEF-5372

          If the "subscribe others" setting is disabled and you try to subscribe a user, then click OK when prompted, Jama Connect is no longer stuck in a loop.

          SOS-DEF-5442

          In the Review Center table view, when you sort by project, the results are now sorted in alphabetical order.

          SOS-DEF-5631

          Text for Review Center comments now wraps correctly and is no longer truncated.  

          SOS-DEF-5694

          Review Center settings are now saved when you click Save Settings in review templates.  

          SOS-DEF-5703

          When you compare versions of an item, contents in tables now accurately reflects any changes. 

          SOS-DEF-5729

          Project settings are now saved when a customer's database includes a specific property value. 

          SOS-DEF-5733

          When a review comment includes an @mention and is edited or deleted, the count is now updated to reflect that change. 

          SOS-DEF-5734

          If a reviewer is tagged with @mention in the top level of the comment box, and isn't attached to items, the total now appears in My Mentions.

          SOS-DEF-5745

          Enabled categories no longer appear as disabled (OFF) when they're actually enabled (ON). 

          SOS-DEF-5746

          Comments in private reviews are no longer visible to non-participants. 

          SOS-DEF-5751

          When a user is assigned to many user groups, their project screen now loads more quickly. 

          SOS-DEF-5758

          Related items in reviews are now visible after you publish a new revision. 

          SOS-DEF-5760

          Review activities now displays the correct designation of a new version compared to a new review. 

          SOS-DEF-5798

          The test cycle start and end dates are now visible in the Reading View of a review. 

          SOS-DEF-5804

          Now, if an item is converted to a new item type without a defined workflow, you can assign workflow settings at a later date. 

          SOS-DEF-5816

          When moving your cursor over a review, images in the description are no longer downloaded from the server, causing performance issues. 

          SOS-DEF-5842

          An error no longer appears when you save an item with tags twice. 

          SOS-DEF-5860

          When disabled, the option Allow users to change their username now behaves as expected.

          SOS-DEF-5862

          The option to reset a forgotten password is no longer available to IdP (SAML) users.

          SOS-DEF-5887

          When you delete a custom field from an item type that data is now automatically removed, avoiding issues in calculations and item updates when the unique field name is reused later.

          SOS-DEF-6477

          In a review, when a comment is resolved by a moderator, that comment is now saved correctly and the item content is not impacted. 


           

          Known Issues

          ID Description
          SOS-DEF-6483

          The Collaborator license that appears on the Admin and Root license pages incorrectly displays zero instead of the correct amount. The error only occurs in the UI. Users are still able to log in if licenses are available.




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          Jama Connect 8.71.2 - Self-Hosted


          Release date US/AU/EU: 2022/05/05


          Velocity Report PDF Error

          This release resolves an issue where users receive a "License Being Loaded Is Expired" error when running a Velocity report to PDF. This resulted from an issue updating the license of a third-party component used for rendering PDFs.

          No other updates are included in this hotfix release.


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          Jama Connect 8.71.1 - Self-Hosted

          Release date EU/US: 2022/03/16

          Release date AU: 2022/03/17

           

          Performance Improvements 

          This release features performance and scale improvements in our continuous efforts to align usability and capability in Jama Connect with our customers' growing adoption and usage. 

          Experience significant improvements when you:

          • Open an existing review in Review Center -- while users will experience appreciable improvements in reviews of any size, larger reviews of 250+ items will see remarkable improvements in load times  
          • Batch update or batch workflow transition multiple items
          • Enable workflow at the organization or project level

           

          Introducing the Categories Feature

          We are excited to introduce the first iteration of the cross-project feature Categories. Use the Categories feature to organize and view items based on classifications like configurations, allocations, releases, or features. This feature offers a view into how items and components can build a final product. 

          Use the Categories Feature To:

          • Allocate requirements to a hierarchy of items in a system of systems context where the items might exist in multiple projects
          • Manage releases for multiple items that live in multiple projects
          • Identify variants of products
          • Organize and view items in a cross-project hierarchy

            The Categories Feature is Available in These Areas of Jama Connect:

            • Admin
            • Single Item View, List View, and Reading View
            • Categories tab, when enabled, in the Explorer Tree
            • Labs API:
              • Associate categories with an item
              • Retrieve categories that are associated with an item

            In Future Releases, Categories Will Be Supported in These Features: 

            • Trace View
            • Filters
            • Exports
              • Word/PDF
            • Velocity reports
            • Baselines
            • Review Center
            • Item version history
            • Item activity
            • Project activity stream
            • Imports

            Enabling the Categories Option

            The Categories option is disabled by default. The organization admin must enable it for the option to appear in Jama Connect and be available for users.

            When enabled, users with read/write permissions can interact with:

             
            1. Categories tab in the Explorer Tree
            2. Categories table in Single Item View
            3. Manage categories button in Single Item View, Reading View, and List View 

            When enabled, organization admins can interact with: 

              

            1. Categories admin tree

            2. Selected category path option 

            3. Variations of selected category option
             

              Roles for the Categories Feature  

              Your role determines which tasks you can perform when you use the Categories feature. 

               Role 

               Responsibilities and Actions 

               User with Read/Write   Permissions 

              • Organize your requirements across projects

              • Apply a category to items from Single Item View, List View, or Reading View 

              • View categorized items in the Category tree

              • See a list of cross-project items

              • View Category paths

              • View Category path IDs

               Organization Admin 

              • Control and manage the Category tree: 

                • Add, move, copy, and merge categories 

                • Edit, remove and delete a category

              • See category details like description, when it was created, and the last time it was used

              • View Category paths

              • View Category path IDs

              • View Category IDs

               

              Categories in List View, Reading View, and Coverage Explorer 

              List View

               

              Reading View 

               

              Coverage Explorer


               



              Redesigned Relationship Settings 

              This release introduces a new design, which now clearly indicates the direction of the relationship created between two items. 



              @mention Feature in Review Comments

              In a review, you can now use the @mention feature to direct comments to a specific reviewer. This is useful when you have several reviewers and need to direct a question to a specific subject matter expert.

              • Only users participating in the review appear in the list of possible reviewers who can be tagged with @mention
              • Anyone participating in the review can use the @mention feature to tag other participants
              • Comments that include @mention are highlighted by color. Light yellow = comment for you. Light blue = comment for another reviewer. 

              To Use the @mention Feature:

              1. In a review, select the comment icon and type @ followed by the name of the reviewer. 

              2. Type your message, then click Comment.
              3. (Optional) To display only items where you are mentioned, select Filters > My mentions

              Do you have feedback on the @mention feature? Join our Community where you can comment on this Ideation card.


                

              Admin-Configurable Infotips for Field Labels and Pick List Values

              Admins can now configure infotips for field labels and pick list values.

              Because field labels and pick list values are concise by design, infotips can provide clarity on their meaning. This can reduce time to train new users and time spent by occasional users looking at help docs and wiki pages. It also reduces the risk of users misinterpreting field labels and pick list values.  

              Infotips:

              • Are an optional configuration — Off by default when no text is present in the infotip; on automatically when text is present.
              • Can be configured by organization admins for both field labels (while configuring fields in item types) and pick list values (while configuring values in pick lists).
              • Are visible to any user with project access when they hover their mouse over a field label or pick list value, or when expanding a pick list selector.
                



              Extended Capability for Calculated Fields for Risk Scoring

              Admins can now use a calculated field as input to another calculated field within the same item (not across related items).

              When you are configuring a calculate field, additional calculated fields only appear as an input option if they haven't already been used in any other calculations. Once a calculated field is used in another calculated field, it is automatically filtered out of future calculated input options. 

              For example:

              If field 3 = [field 1 * field 2], then field 5 can = [field 3 * field 4], so long as field 4 is not also a calculated field.

              Additionally:

              If field 5 = [field 3 * field 4] then field 7 can't = [field 3 * field 6] because field 3 was already used in another calculated field and won't show up as a calculation input option while you configure field 7. 

              This feature is generically available for all calculated fields, but the intention is to better support our customers using Jama Connect for risk scoring activities. Having the ability to extend calculations means likelihood and probability scoring calculations can function as an input into overall risk and severity scoring calculations. 

              In the future we will expand our support for formatted and logic-based results for calculated fields, adding methods to automate translation of risk scoring for end user. Watch for more improvements in future releases.
               

              Remove and Recover Items From a Review 

              With this release, review moderators can remove and recover items from active reviews without altering the project source.  

              • When you pair these actions with the Approval workflow, those items remain in their original state and aren't updated when the review is finalized. 
              • When an item is removed from the review and the review is republished, the item in the corresponding baseline is also removed. 

              When items are removed, you can't:

              • Access Single Item View from the review
              • Approve, reject, or add comments
              • Edit the item 


              To Remove Items From a Review:
               

              1. In the review, select the triangle drop-down menu next to the items you want to remove, then select Remove.

                   The "Tagged for removal label" appears.  


              2. Publish a new revision to remove the items from the review.

              A label appears with the version the item was removed in. 

                 


                To Recover Items in a Review:
                 

                1. In the review, select Recover to recover the item you removed. 

                       The "Tagged for recovery" label appears. 

                2. Click Publish new revision to recover the item. 


                 

                New Report Role for Admins

                For self-hosted customers, this release introduces a new report administrator role. Users who are assigned this role can configure reports from the Reports page in the Admin area of Jama Connect.

                Note: Users must be a project administrator to modify project-specific reports on this page.

                Report administrators can also share uploaded report templates with particular projects or the whole organization from here: Export > View All Templates > Upload a Template.


                To assign the report administrator role to a user or group, select Report from the list of administrator options in the Edit permissions window. 




                New Performance and Usability Guidance 

                With this release, several new guidance messages have been added throughout Jama Connect. These messages are informational only and won't prevent you from completing the intended action. Additional messages will be added in a future release of Jama Connect. 

                These messages are designed to:

                • Notify you when an action might have an unintended performance or usability impact
                • Provide insights into how the application can be used more efficiently

                These messages now appear when you:

                • Create a review with more than 500 items
                • Send a review to more than 30 recipients
                • Copy a project with more than 10,000 items
                • Create a baseline with more than 1,000 items
                • Delete more than 500 items at a time
                • Send a notification to a large group of recipients

                 




                Updates From Customer Feedback 

                New Option for Exporting Velocity Reports to Excel

                As a root user, you can configure settings that allow users to export a Velocity report to Excel in XLSX format.

                Users can now export directly to Excel rather than using the legacy format. 

                  
                • In some cases, custom reports written in support of XLS format (legacy), might require minor formatting corrections.
                • This new option is available only for Velocity reports; for other report types, the XLS format (legacy) option is still available. 
                • This option is not enabled by default. You must manually configure this option for each report. 


                 

                New Community Report: "Baseline Diff One Column" Report

                This release adds a new Visual Comparison Report. You can use a visually enhanced version of the Baseline Comparison Report to measure progress in your requirements from baseline to baseline. Similar to a Jama Connect version comparison view, you can configure, run, and export this new report.

                You can also analyze requirement changes by looking for these indicators: 

                • Additions to text — Green text with green dotted underline
                • Deletions to text — Red text with red highlight
                • Deleted images — Border highlighted in red
                • Resized Images — Dotted-line border highlighted in blue
                • New images — Border highlighted in green
                • Changes to relationships — Appear the same as the original Baseline Compare report 
                  

                You will be able to access the reports to install from here: Baseline to Baseline Diff Community Reports GitHub repo


                Do you have feedback? Join our Community where you can comment on this Idea card in our Customer Ideation Community.

                 


                New Quick-Add Option

                You Can Now Access the Quick-Add Option From a Subset of Items: 

                • From Single Item View, select Sub-item widget > Arrow icon > Quick add
                  



                "Restore Defaults" Button Now Available in List View and in Reading View

                You can now quickly reset your project List View and Reading View to the original administrator defaults in the Show/hide fields configuration panel. Enabled only for lists with single item types.  

                  


                Do you have feedback on this "Restore defaults" button? Join the conversation in this Jama Community Ideation card.


                  

                Report Type Identifier Added to Report Detail View

                Report type is revealed in a newly added Report Detail area in the Run Reports module. 

                 



                Test Center Customization Options

                For the Test Run Item Type, You Can Now Use Editor Templates in Custom Rich Text Fields:

                • Organization admins can configure the default Editor Templates for the Test Run item type in the Admin panel
                • Templates can be edited in the Test Execution window
                • To export the Editor Template information for a Test Run item: From Single Item View, select Export > View all templates > All Item Details, then click Run

                 

                Additional Updates

                • The Diagram Editor was upgraded to enhance usability and provide further support for character diagram rendering, including for Chinese, Japanese, and Korean characters. 
                • With this release, exporting using Velocity PDFs now supports additional languages. Prior to this release, if users authored content in Jama Connect in Japanese, Chinese, and/or Korean, it was not exportable to Velocity PDF. The following languages are now verified as supported: Chinese, Albanian, Polish, Hindi, Portuguese, Punjabi, Armenian, Azerbaijani, Russian, Igbo, Serbian, Japanese, Korean, Kurdish, Latvian, Lithuanian, Macedonian, Thai, Vietnamese, Georgian, Marathi, Greek, and Norwegian.

                       *Velocity PDF exports cannot translate languages.

                 


                Usability Improvements

                • Updates to the Select items to baseline window, the Duplicate projects window, and the List View last saved information in the main header to make the data more consistent with current Jama Connect UI standards.

                • New slide-over panels are now enabled by default system-wide. Updated slide-over panels include Baselines item previewTrace view item previewAdmin activity historyAttachments preview, and Links preview. Enhancements include a more consistent UI, all slide-overs are now resizable, and linked items in other projects now open in a new browser tab.

                • The Export drop-down menu and window references "Export options" to be more accurate when referencing export types. Test runs and the Items with attachments widget now have updated UI and language on their Export drop-down menus. 

                • The inactive Collapse button has been removed from the tree’s temporary preview panel display.

                 
                • Category type, project count, and item count have been added to the Selected category path header in the organization admin area of Jama Connect.
                • The Export drop-down menu has a new design and language pattern.
                • The Add drop-down menu now includes a plus icon. 
                 
                • In List View or Reading View, the text for the "number of selected items" has been updated. 
                • Tooltips now appear when you expand and collapse the Explorer Tree. 
                 
                • Item type names with more than 30 characters are now shortened to avoid text wrapping in the header. 
                • The Details option is now displayed at the top of the organization admin navigation panel.
                • In List View, Reading View, and Single Item View, labels on the action buttons now display the icon only (depending on the size of your screen).
                 
                • The Admin panel is now resizable.

                 


                Updates to the Admin Workflow

                • A warning message now appears when you enable or disable the workflow for your organization.
                 
                • A warning message now appears when a project manager enables or disables the project workflow override option for a project.
                 

                • Drop-down menus are now searchable.
                • Workflow page layout has been updated for a better user experience. 

                 


                Additional Usability Improvements

                • Comments no longer allow "blank spaces only" in Reviews, Stream, and Single Item View comment streams.
                • You can now select a location with reused items and hover over an item with multiple permission restrictions.
                • You can now expand images in a review. 
                • In Reading View, certain fonts are no longer reduced in size. 
                • When a user with read-only permissions selects an item from List View or Reading View, they no longer see the Reuse button. 
                • When you reopen a saved and released Trace View, previously selected items are now saved. 

                 


                Notes for System Administrators

                For MySQL Customers Only

                Before upgrading Jama Connect, MySQL must be upgraded to version 8 to optimize performance. For more information, see "Performance Improvements" in these release notes. Known issues in earlier versions of MySQL with Jama Connect 8.71.1 might produce significant issues.      

                Coming Soon - New Replicated Kubernetes Based Tooling - KOTS

                Our partner Replicated is a leader in deploying cloud-ready infrastructure into self-hosted environments, including Airgap and customer-managed clouds. In keeping pace with best practices in tooling, Replicated has developed KOTS (Kubernetes Off-The-Shelf), which retains the simple installation, monitoring and updating options provided in previous Replicated versions, but updated to leverage Kubernetes. Kubernetes is an open-source system for automating deployment, scaling, and management of containerized applications.

                As part of their Jama Connect 8.71.1 upgrade, early-adopter customers will transition to KOTS. This functionality will be available to all self-hosted customers with the Jama Connect 8.74 release. More information will be available as we approach the June 2022 target release date for Jama Connect 8.74.

                 

                Incremental Step Upgrade and New Database Schemas

                If You Haven't Yet Upgraded to Jama Connect 8.62.x or Later

                • Before you install or upgrade to Jama Connect 8.71.1, you must first create two new database schemas to support the new options for SAML and OAuth authentication introduced in Jama Connect 8.62.0 and revised in Jama Connect 8.62.3. 
                • For the upgrade to succeed, organizations using Microsoft SQL Server must enter database users in Replicated. Without these entries, the installation or upgrade will fail. 

                For more information, see Incremental Step Upgrade and Jama Connect 8.62.3 Release Notes.

                 

                Supported Software

                For this current release (and for all self-hosted releases), we encourage system administrators to review the Supported Software information on the Jama Software User Community before upgrading.  

                  

                Container Artifacts

                Replicated Release Number 2.53.0
                Java Version (JDK_UPDATE) 11.0.9.1+1
                NGINX_VERSION 1.18.0-2.el7.ngx
                TOMCAT_VERSION 8.5.63

                We regression-tested using Replicated 2.53.2 and recommend the use of the following script for the initial installation of Jama Connect. This will install Replicated 2.53.2: 
                 

                curl -sSL "https://get.replicated.com/docker?replicated_tag=2.53.2&replicated_ui_tag=2.53.2&replicated_operator_tag=2.53.2" | sudo bash -s no-auto

                 

                Airgap Environments

                Airgap customers can download the required version of Replicated via https://s3.amazonaws.com/replicated-airgap-work/stable/replicated-2.53.2%2B2.53.2%2B2.53.2.tar.gz before installing the 8.71.1 Airgap file available in your portal. 

                 

                Resolved Issues

                ID Description
                SOS-DEF-515 When you rename a test cycle, the new name now appears immediately when it's exported.
                SOS-DEF-694 Now when you re-create a field with the same name as a field that was deleted, the name is saved as written.
                SOS-DEF-1450 In List View and Reading View, unlocked items no longer display a user’s name in the Locked By field. 
                SOS-DEF-2966 HTML tags no longer appear in the Activity Stream after you delete a comment from an item.
                SOS-DEF-4175 HTML tags no longer appear in the Details Preview Panel when you add a relationship.
                SOS-DEF-4519 Setting review page view to 250 items no longer results in significant delay in item load times.
                SOS-DEF-4760 Relationships from deleted items now appear in Velocity baseline reports.
                SOS-DEF-4800 In Single Item View, the Workflow field no longer switches between values when a corresponding item,  created by the Jama Connect API, uses a non-default value for that field.
                SOS-DEF-4820 HTML tags no longer appear in the Activity Stream after you delate related items.
                SOS-DEF-5069 When using the Diagram Editor, Japanese and Chinese characters are now saved and rendered correctly.
                SOS-DEF-5085 Images resize and maintain their aspect ratio when exporting Baseline Comparison Report to PDF.
                SOS-DEF-5089 The compare item view in the Review Center now shows heading numbers.
                SOS-DEF-5099 Users can now relate a Test Case to a Test Plan without an error.
                SOS-DEF-5204 The Item Path field is no longer displayed as a search filter option.
                SOS-DEF-5243 As root admin, you can now edit an organization admin's username and license information.
                SOS-DEF-5279 The # of Attachments field is no longer displayed as a search filter option.
                SOS-DEF-5403 When you select a filter or test plan, the interface no longer switches to the Explorer Tree.
                SOS-DEF-5422 In the "Update moderators/Add review/Request review delegation" windows, the placeholder text in the  search field is now cleared when you enter text.
                SOS-DEF-5447 In the Participant progress tab of a review, the Time Spent column no longer appears when Enable time  tracking is not selected.
                SOS-DEF-5499 A tooltip now appears when you hover over the Project Selector icon (<<) and space was added between  the divider for Modify | Remove.
                SOS-DEF-5508 In List View or Reading View, you can now select more than 50 items and send them for review or select  Relate to existing.
                SOS-DEF-5545 You can now lock items for test plans and test runs.
                SOS-DEF-5548 When you hover over a test plan, the author's name now appears.
                SOS-DEF-5562 When you select the Test Case widget for a test run in Single Item View, and the test case is downstream of a test run, an error message no longer appears.
                SOS-DEF-5564 When using the Quick-add option, items are no longer duplicated if you click Save more than once.
                SOS-DEF-5566 When you perform a sync with Crowd, large sets of users are now successfully removed.
                SOS-DEF-5570 Associated test cases are now included when you send a review from a test plan.
                SOS-DEF-5576 The second publish confirmation modal is no longer blocked by a continuous creating revision spinner.
                SOS-DEF-5578 When you select View Moved Items in the Activity Stream, API IDs are no longer displayed in the content  header.
                SOS-DEF-5582 The View details link no longer appears in the post-reuse content header.
                SOS-DEF-5588 Exporting a Review that includes a Test Run with a rich text field does not show HTML markup.
                SOS-DEF-5589 Licenses are now updated for users who are removed then re-enabled with Crowd sync.
                SOS-DEF-5600 After adding HTML to the accepted attachments formats, Velocity reports are downloaded from the reports history page and opened in a new browser tab.
                SOS-DEF-5604 When 'Allow multiple items with the same Global ID in a single project" is disabled, restoring an item will only generate a new Global ID when another active item has the original Global ID.
                SOS-DEF-5624 Performance improvement related to View all locked items count.
                SOS-DEF-5644 Editing and saving a review under specific conditions no longer results in a marshalling data error.
                SOS-DEF-5648 Review names are now limited to 250 characters to match other text entry fields in Jama Connect.
                SOS-DEF-5649 You can now create a category name with a pipe character (|), and when you select a category from the project Category Tree and its name includes a hashtag (#), an error message no longer appears.
                SOS-DEF-5654 Updating Test Steps on a Test Case with the REST API no longer results in an error when attempting to view the Test Case.
                SOS-DEF-5661 Number of relationships field shows correct values in Review Center reading view.
                SOS-DEF-5669 In Review Center, the totals for Important and Open comments are now accurate.
                SOS-DEF-5670 Moderator's abilities are no longer impacted when editing a review that is approved and finalized.
                SOS-DEF-5677 In the header of the project activity stream messages, the inactive links to a baseline source have been converted to labels because routing to a baseline source isn't possible.
                SOS-DEF-5680 The Review Center tab in the My Profile window has been updated to reflect the language change from "Follow" to "Subscribe." This change is consistent with the recently updated language in reviews.
                SOS-DEF-5683 If a connection to the SAML or OAuth database is lost, the database connection is recovered.
                SOS-DEF-5688 When you click on an item link from the Filters list, the "Find me" action now works correctly.
                SOS-DEF-5702 Advanced filters now return results and are saved when using sub-queries, such as "has downstream items matching a filter" in a large data set.
                SOS-DEF-5704 When all items are removed from a review, they are now correctly displayed when the option Show removed items is enabled.
                SOS-DEF-5707 To prevent an error, you can no longer enter data in the Batch transition field. Instead, you must select a field.
                SOS-DEF-5709 Custom date fields now show the correct date.
                SOS-DEF-5719 You can now configure core fields in the "Items assigned to me" section of the projects dashboard.
                SOS-DEF-5744 Users no longer receive a "TypeError" when reloading or opening a review.
                SOS-DEF-5765 Batch edits on items of one type no longer result in those items adopting the Field ID value of a separate, unrelated item custom field.
                SOS-DEF-5787 When you use a calculated field as input with another calculated field in the same item, you can now reuse and sync the item.
                SOS-DEF-5788 Reviews created from Test Cycles now open when the Test Plan field is configured to display in the review's Reading View.
                SOS-DEF-5791 An error message no longer appears when the Test Run's Field link is selected by an organization admin.
                SOS-DEF-5793 When you batch-update multiple items, the Modified Date and Last Activity Date are now updated correctly.

                Known Issues

                 ID  Description
                SOS-DEF-5728 If the tree hasn't been refreshed when trying to move a category that was already removed, the error does not display the correct message.
                SOS-DEF-5733 "My mentions" quick filter in Review Center: When established Review Center comment @mention is edited or deleted, the count doesn't reflect the reduction.
                SOS-DEF-5734 "My mentions" quick filter in Review Center: If a reviewer is tagged with @mention in the top level of the comment box (not attached to any item) in the feedback area, that count is reflected but now shows in the "Filter items by" results because it is not attached to any item.
                SOS-DEF-5746 If Review Center comments are set to be visible form the project and the review is set to be private, users receive an error prompt "You don't have permission to perform the action." Selecting OK will allow the user to continue their work and view the Review Center comments. 


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                Jama Connect 8.66.2 - Self-Hosted


                Release date US/AU/EU: 2022/05/05


                Velocity Report PDF Error

                This release resolves an issue where users receive a "License Being Loaded Is Expired" error when running a Velocity report to PDF. This resulted from an issue updating the license of a third-party component used for rendering PDFs.

                No other updates are included in this hotfix release.




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                Jama Connect 8.66.1 - Self-Hosted

                Release date: 2021/11/29

                 
                This hotfix release includes general performance and security improvements, along with the following resolved issues:

                • A resolved performance issue related to the "View all locked items" count in the content header
                • A new option to enable/disable the PDF output when exporting a Velocity report. Previously, PDF outputs were automatically included with any HTML and/or Word export of Velocity reports.

                Resolved Issues

                ID Resolution
                SOS-DEF-5624 Performance improvement related to View all locked items count.  





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                Jama Connect 8.66 - Self-Hosted

                Release date AU/EU/US: 2021/10/27

                Add Multiple Items with "Quick Add"

                When brainstorming with your team, you may want to quickly capture the flow of ideas. In Jama Connect, the "Quick add" option lets you easily add multiple items using only the Name and Description fields. After you create the item, you can edit it to add more fields.



                The "Quick add" option allows you to:

                • Add up to 50 rows at a time. Each row represents a single item that can be added to a set of like items. 
                • Use the tab key to quickly move across the table. 

                Note: "Quick add" respects item-type configurations of the Description field (read-only, required field).


                The Jama Connect Header Gets a New Look

                This release continues the introduction of a new interface design for the Jama Connect content headers. For a consistent and organized user experience, we created a standardized design pattern to make actions and views more visible. Buttons replace drop-down menus and interactive links (breadcrumb navigation) now indicate the location in your project hierarchy. 

                The header is divided into two sections:

                • Views — Information and actions that relate to the presentation of your data. 
                • Actions — The things you can do with the currently displayed content. 

                 

                Single Item View, List View, and Reading View



                Review Center


                Trace View





                Integrating OSLC Model Connector with Jama Connect

                With this release, you can now integrate the Open Services for Lifecycle Collaboration (OSLC) model connector with Jama Connect through Smartfacts. This integration provides clear visibility to model artifacts in real time, further enhancing your Model-Based Systems Engineering (MBSE) approach.

                Important: Contact your Jama Software Account Manager to set up access to the OSLC Model Connector and MID Smartfacts. For more information, see Jama Connect OSLC Model Connector Datasheet

                In Single Item View, you can configure specific item types for the OSLC Model Connector using the OSLC Artifacts widget.



                Support for WIRIS MathType Floating License

                This release removes support for the WIRIS MathType named license. Jama Connect now supports the WIRIS MathType floating license. 

                End of life for WIRIS MathType named license support

                The MathType column was removed from the Admin Permissions table. 

                For organizations that managed WIRIS MathType named licenses in the Admin Permission table, we recommend that you remove individual users to keep things organized.   

                Jama Connect now supports the WIRIS MathType floating license

                The WIRIS MathType Equations Editor requires a separate license. 

                Contact your Jama Software Account Manager to:  

                • Inquire about purchasing a license. 
                • Convert existing WIRIS MathType named licenses to floating licenses. Self-hosted and Airgap environments with named licenses must complete this conversion before upgrading to Jama Connect 8.66.

                Note: In Cloud environments, WIRIS MathType availability isn't impacted by this change.    

                MathType and ChemType buttons are now visible to all creator users from any Rich Text Editor. 

                • Depending on license availability, creator users obtain a license by opening the equation editor. 
                • To release the license back to the floating license pool, close the equation editor. 

                 

                Usability Improvements

                • You can now resize review comment windows.
                • When you enable or disable workflow options in the Admin area, a confirmation window now appears.
                • From the item preview menu in Review Center, a "Go to item" link now appears in a new browser tab. 
                • Trace View filters now support multiple choices. 
                • On the Jama Connect homepage, you can now bookmark projects, components, sets, or folders so they appear under Bookmarks and remain in the Recently viewed sections. Having them appear in both places allows you to keep track of recently viewed items even if you remove the bookmark. 
                • When you try to delete a filter that was used to create a review, a warning now appears. 
                • In Single Item View, a refresh button has been added to the content header. 
                • The "View all locked items" button was moved to the actions area of the content header. 
                • In Single Item View, you can no longer unlock an item while you edit.


                Updates from Customer Feedback

                • In List View, you can now remove tags when you bulk edit items 

                • Project Admins can now unlock user-locked items in Single Item View.
                • Organizational Admins now have the ability to relate two locked items.

                • Test runs now remain open when a session has timed out. 
                • In the Reports tab of root admin, the "Restrict to Group" options are now listed in alphabetical order. 
                • New improved library to support PDF exports of Velocity reports.
                • You can now use "Find me" to locate a folder in a folder. 

                Notes for Self-Hosted Administrators

                Elasticsearch Upgrade and Migration 

                This release upgrades Elasticsearch to 7.10.2. For licensing reasons, Jama Connect was upgraded to AWS Open Distro for Elasticsearch 1.13.2. After you upgrade, admins must re-index their instance. 

                 

                Incremental Step Upgrade and New Database Schemas

                If you haven't yet upgraded to Jama Connect 8.62.x:

                • Before you install or upgrade to Jama Connect 8.66, we recommend that you first create two new database schemas to support the new options for SAML and Oauth authentication, where were introduced in 8.62.0 and revised in 8.62.3. 
                • For the upgrade to succeed, organizations using Microsoft SQL Server must enter database users in Replicated. Without these entries, the installation or upgrade will fail. 

                For more information, see Incremental Step Upgrade and Jama Connect 8.62.3 Release Notes.

                 

                Container Artifacts

                Replicated release number 2.53.0
                Java version (JDK_UPDATE) 11.0.9.1+1
                NGINX_VERSION 1.18.0-2.el7.ngx
                TOMCAT_VERSION 8.5.63

                We regression tested using Replicated 2.53 and recommend the use of the following script for the initial installation of Jama Connect. This will install Replicated 2.53: 
                 

                curl -sSL "https://get.replicated.com/docker?replicated_tag=2.53.0&replicated_ui_tag=2.53.0&replicated_operator_tag=2.53.0" | sudo bash -s no-auto

                Airgap Environments

                Airgap customers can download the required version of Replicated via https://s3.amazonaws.com/replicated-airgap-work/stable/replicated-2.53.0%2B2.53.0%2B2.53.0.tar.gz before installing the 8.66 Airgap file available in your portal. 

                 

                Resolved Issues

                ID Description
                SOS-DEF-344 When a new flag field is added to pre-existing items, a null value is now treated as 'false' in filter results.
                SOS-DEF-1730 You can now generate a Trace View when items are added to a release that's open in List View.
                SOS-DEF-1751 When "Include Unexecuted Test Runs in Status Calculations" is set to "No", calculations are now  displayed correctly.
                SOS-DEF-2637  Locked items can be unlocked by a project admin with the appropriate permissions. 
                SOS-DEF-4625 Users with create/edit permissions can now assign a test case to a test group from the API using POST /testplans/{id}/testgroups/{testGroupId}/testcases.
                SOS-DEF-4847 API "GET users" is no longer case sensitive when you search by email.
                SOS-DEF-4861 PowerPoint file attachments are now indexed consistently.
                SOS-DEF-5044 When you batch edit items from filter results, you can no longer update release and tag values from another project.
                SOS-DEF-5138 When the rich text editor is maximized, the formatting bar and header are now correctly displayed.
                SOS-DEF-5153 You can now save and add another item from Single Item View.
                SOS-DEF-5302 You can now delete your reports from the Reports History. 
                SOS-DEF-5314 After you change the workflow setting for an item type on the Project Admin page, the "Current Workflow State" option is now correctly displayed in Single Item View. 
                SOS-DEF-5334 Project admins can now unlock single items in their assigned projects.
                SOS-DEF-5358 When you export a Word document from a review, numbered lists are now displayed in sequential order. 
                SOS-DEF-5364 When you send items for review, a notification now appears in the activity stream. 
                SOS-DEF-5408 You can no longer create duplicate relationships from reuse and the option "Add relationship to original item."
                SOS-DEF-5413 When the "Relate items" window is open, the "View all locked items" and "Send for review" buttons are now properly aligned. 
                SOS-DEF-5423 The "Unlock item" tooltip now reflects the date and time format that was configured by the organization admin. 
                SOS-DEF-5431 In the item set name of the breadcrumb link in Single Item View, special characters &, ", <, > are now displayed correctly. 
                SOS-DEF-5449 Admin users can override workflow at the project level.  
                SOS-DEF-5458 In List View, when you selected the option "Add Sub Attachment," an error occurred. This option was removed in this release.  
                SOS-DEF-5476 You can now batch edit items from a smart filter list without receiving an error. 
                SOS-DEF-5481 When you hover over an advanced filter, the name of the author now appears. 

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                Jama Connect 8.62.4 - Self-Hosted


                Release date: 2021/11/03


                This patch release resolves an issue where some customers experienced slow or stalled re-indexing after they upgraded to Jama Connect 8.62.3. To resolve this issue, the search service packaged with this release was updated to version 4.1.5.  

                 

                Notes for Self-Hosted Administrators

                New Database Schemas Are Required For This Release

                Before you can install or upgrade to the Jama Connect 8.62.4 release you must first create two new database schemas to support the new SAML and OAuth authentication options.

                For the upgrade to complete, organizations using Microsoft SQL Server must enter database users in Replicated. Without these entries, the installation or upgrade will fail. If you are in MySQL and have already implemented these databases in 8.62, you have the new option to keep the same user for all the databases or dedicate different users for each, see second scenario below.

                Organizations that do not create the new schema will successfully install/upgrade: however, the system will continue to attempt to connect to the database and produce log failures. After you create the database schemas, you must restart Jama Connect 

                To create the database schemas, use the script for your database and your upgrade or installation scenario:

                *The available configurable database names, users and passwords are highlighted below in bold.


                MySQL Install

                CREATE DATABASE jama character set utf8;

                CREATE DATABASE saml;

                CREATE DATABASE oauth;

                CREATE USER 'jamauser'@'%' IDENTIFIED BY 'password';
                CREATE USER 'oauthuser'@'%' IDENTIFIED BY 'password';
                CREATE USER 'samluser'@'%' IDENTIFIED BY 'password';

                GRANT ALL PRIVILEGES ON jama.* TO 'jamauser'@'%';

                GRANT ALL PRIVILEGES ON oauth.* TO 'oauthuser'@'%';

                GRANT ALL PRIVILEGES ON saml.* TO 'samluser'@'%';


                MySQL Upgrade to 8.62.4 From 8.62 (this is optional, the installer can keep the same user for all databases)

                CREATE USER 'oauthuser'@'%' IDENTIFIED BY 'password';
                CREATE USER 'samluser'@'%' IDENTIFIED BY 'password';

                GRANT ALL PRIVILEGES ON oauth.* TO 'oauthuser'@'%';

                GRANT ALL PRIVILEGES ON saml.* TO 'samluser'@'%';

                 

                MySQL Upgrade to 8.62.4 From 8.56 or 8.49

                CREATE DATABASE saml;

                CREATE DATABASE oauth;
                CREATE USER 'oauthuser'@'%' IDENTIFIED BY 'password';
                CREATE USER 'samluser'@'%' IDENTIFIED BY 'password';

                GRANT ALL PRIVILEGES ON oauth.* TO 'oauthuser'@'%';

                GRANT ALL PRIVILEGES ON saml.* TO 'samluser'@'%';

                Microsoft SQL Server Install

                USE master;

                CREATE LOGIN jamauser with password = 'password';

                CREATE LOGIN samluser with password = 'password';

                CREATE LOGIN oauthuser with password = 'password';

                GO

                 

                USE master;

                CREATE DATABASE jama;

                GO

                ALTER DATABASE jama SET READ_COMMITTED_SNAPSHOT ON WITH ROLLBACK IMMEDIATE

                GO

                 

                USE jama;

                EXEC ('CREATE SCHEMA oauth');

                EXEC ('CREATE SCHEMA saml');

                GO

                 

                USE jama;

                CREATE USER jamauser for LOGIN jamauser;

                CREATE USER samluser for LOGIN samluser with DEFAULT_SCHEMA=saml;

                CREATE USER oauthuser for LOGIN oauthuser with DEFAULT_SCHEMA=oauth;

                GO

                 

                EXEC sp_addrolemember N'db_owner', jamauser;

                EXEC sp_addrolemember N'db_owner', samluser;

                EXEC sp_addrolemember N'db_owner', oauthuser;

                GO

                 

                Microsoft SQL Server Upgrade to 8.62.4 

                USE master;

                CREATE LOGIN samluser with password = 'password';

                CREATE LOGIN oauthuser with password = 'password';

                GO

                 

                USE jama;

                EXEC ('CREATE SCHEMA oauth');

                EXEC ('CREATE SCHEMA saml');

                GO

                 

                USE jama;

                CREATE USER samluser for LOGIN samluser with DEFAULT_SCHEMA=saml;

                CREATE USER oauthuser for LOGIN oauthuser with DEFAULT_SCHEMA=oauth;

                GO

                 

                EXEC sp_addrolemember N'db_owner', samluser;

                EXEC sp_addrolemember N'db_owner', oauthuser;

                GO


                Resolved Issues

                ID Resolution
                SOS-DEF-5638

                After you upgrade Jama Connect, re-indexing now succeeds for large data sets. 


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                Jama Connect 8.62.3 - Self-Hosted

                 Release date AU/EMEA/US: 2021/08/27
                 

                Customize SAML/OAuth Database Configurations

                Added capability for the configuration for the two database schemas required to support the new SAML and OAuth authentication options and the installation the 8.62 Self-Hosted release. You can now determine the usernames, password and database schema names for both the SAML and OAuth services in both MySQL and Microsoft SQL Server.

                 

                Notes for Self-Hosted Administrators

                New Database Schemas are Required for This Release
                Before you can install or upgrade to the Jama Connect 8.62.3 release you must first create two new database schemas to support the new SAML and OAuth authentication options.

                For the upgrade to complete, organizations using Microsoft SQL Server must enter database users in Replicated. Without these entries, the installation or upgrade will fail. If you are in MySQL and have already implemented these databases in 8.62, you have the new option to keep the same user for all the databases or dedicate different users for each, see second scenario below.

                Organizations that do not create the new schema will successfully install/upgrade: however, the system will continue to attempt to connect to the database and product log failures. After you create the database schemas, you must restart Jama connect


                To create the database schemas, use the script for your database and your upgrade or installation scenario:
                *The available configurable database names, users and passwords are highlighted below in bold.

                 

                MySQL Install

                CREATE DATABASE jama character set utf8;
                CREATE DATABASE saml;
                CREATE DATABASE oauth;

                CREATE USER 'jamauser'@'%' IDENTIFIED BY 'password';
                CREATE USER 'oauthuser'@'%' IDENTIFIED BY 'password';
                CREATE USER 'samluser'@'%' IDENTIFIED BY 'password';

                GRANT ALL PRIVILEGES ON jama.* TO 'jamauser'@'%';
                GRANT ALL PRIVILEGES ON oauth.* TO 'oauthuser'@'%';
                GRANT ALL PRIVILEGES ON saml.* TO 'samluser'@'%';

                  

                MySQL Upgrade to 8.62.3 from 8.62 (this is optional, the installer can keep the same user for all databases)

                CREATE USER 'oauthuser'@'%' IDENTIFIED BY 'password';
                CREATE USER 'samluser'@'%' IDENTIFIED BY 'password';

                GRANT ALL PRIVILEGES ON oauth.* TO 'oauthuser'@'%';
                GRANT ALL PRIVILEGES ON saml.* TO 'samluser'@'%';

                 

                MySQL Upgrade to 8.62.3 from 8.56 or 8.49

                CREATE DATABASE saml;
                CREATE DATABASE oauth;

                CREATE USER 'oauthuser'@'%' IDENTIFIED BY 'password';
                CREATE USER 'samluser'@'%' IDENTIFIED BY 'password';

                GRANT ALL PRIVILEGES ON oauth.* TO 'oauthuser'@'%';
                GRANT ALL PRIVILEGES ON saml.* TO 'samluser'@'%';

                  

                Microsoft SQL Server Install

                USE master;
                CREATE LOGIN jamauser with password = 'password';
                CREATE LOGIN samluser with password = 'password';
                CREATE LOGIN oauthuser with password = 'password';
                GO

                USE master;
                CREATE DATABASE jama;
                GO
                ALTER DATABASE jama SET READ_COMMITTED_SNAPSHOT ON WITH ROLLBACK IMMEDIATE
                GO

                USE jama;
                EXEC ('CREATE SCHEMA oauth');
                EXEC ('CREATE SCHEMA saml');
                GO

                USE jama;
                CREATE USER jamauser for LOGIN jamauser;
                CREATE USER samluser for LOGIN samluser with DEFAULT_SCHEMA=saml;
                CREATE USER oauthuser for LOGIN oauthuser with DEFAULT_SCHEMA=oauth;
                GO

                EXEC sp_addrolemember N'db_owner', jamauser;
                EXEC sp_addrolemember N'db_owner', samluser;
                EXEC sp_addrolemember N'db_owner', oauthuser;
                GO

                  

                Microsoft SQL Server Upgrade to 8.62.3

                USE master;
                CREATE LOGIN samluser with password = 'password';
                CREATE LOGIN oauthuser with password = 'password';
                GO

                USE jama;
                EXEC ('CREATE SCHEMA oauth');
                EXEC ('CREATE SCHEMA saml');
                GO
                 
                USE jama;
                CREATE USER samluser for LOGIN samluser with DEFAULT_SCHEMA=saml;
                CREATE USER oauthuser for LOGIN oauthuser with DEFAULT_SCHEMA=oauth;
                GO

                EXEC sp_addrolemember N'db_owner', samluser;
                EXEC sp_addrolemember N'db_owner', oauthuser;
                GO

                 

                Resolved Issues

                ID Resolution
                SOS-DEF-5434 Safari browser users no longer receive a "Invalid Cors request" error when logging in via SAML.  


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                Jama Connect 8.62.2 - Self-Hosted

                Release date AU/EMEA/US: 2021/06/28

                This patch release resolves an issue where select items were not viewable due to a workflow-related data exception and customers were receiving an "Unknown error" message. 

                Resolved Issues

                ID Resolution
                SOS-DEF-5365 Items are now viewable and do not display an "Unknown error" message.  


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                Jama Connect 8.62 Self-Hosted


                Release date US: 2021/06/04

                Release date AU/EU: 2021/06/04


                Coming Soon — Internet Explorer Support Ending Fall 2021

                Microsoft is ending support for Internet Explorer and Edge. Microsoft Edge Chromium will be the supported browser going forward.

                We recommend that you access Jama Connect from these browsers:

                • Chrome
                • Firefox
                • Safari
                • Edge Chromium

                If you have questions or comments, submit a ticket at support.jamasoftware.com

                 

                Review Center and Workflow Enhancements

                Optional Versioning 

                This release introduces an option that controls the items you version during a workflow transition. Previously, all transitions created a new version of the item, but now an organization administrator can configure an item type so the version doesn't change. The audit history is preserved because the transition is recorded in the version history and that activity is added to the stream.

                17f77342-3927-4e43-8271-633c1ca14c59

                This update also addresses compliance concerns because an item can be marked "Approved" or "Complete" and locked without changing the version that was reviewed. By default, items are versioned during a workflow transition.

                 

                Approval and Peer Review Templates

                The Review Center now includes templates for Approval and Peer reviews. By adding templates, we streamline the review configuration workflow to ensure reviews are compliant.

                  

                Approval Workflow

                Transitioning a workflow depends on the moderator's decision after receiving participant's feedback. After receiving participant feedback, the moderator finalizes the review, which triggers the workflow transition for all items that have workflow enabled.

                The Add review status workflow option has been replaced with Approval and Peer review templates

                e74d0c06-12c9-4a41-9923-da236441c7f4

                To use this feature, organization administrators must enable an Approval review in Review Center settings. 

                abb54146-80ff-412d-985e-16c7342b7858
                Once enabled, select Organization > Workflow, then select the items you want to transition when finalizing an Approval review.

                d37cd26e-a5b7-48cb-9cd2-18bd969a0de8

                Redesign of Reviews and Stream Commenting 

                This release introduces a new interface design and layout when you make comments in Reviews and the Stream.

                Updates to Stream

                • New user avatar design in all commenting views
                • Better user experience for resolving comments with open actions
                • Introduces a new "agree" interaction, so you can agree or like Stream comments by selecting the thumbs up icon. 
                • Displays a new interface layout and updated color scheme. 

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                Updates to Reviews

                • Streamlined process for moderators to resolve comment threads using a consistent resolve button and interaction. 
                • Changes to the "agree" or like interaction allow users to re-select the thumbs icon if they no longer agree with a comment. 
                • Displays a new interface design and layout. 

                494c58d6-b936-4aa4-b955-b788c05c1a08



                Administration Updates

                New Administration Roles

                We're excited to announce the release of the new Jama Connect administration roles: user admin, process admin, and add project. The new roles help alleviate the challenges that sometimes occur for organization admins working in an enterprise environment. Managing users and configurations can be an overwhelming task, potentially introducing risk if the organization admin role is assigned to a lot of users. 

                User Administrator

                The user administrator role manages licenses, users, and groups. This role can be assigned to an individual or a group. The user admin must also be a project admin to set permission for users and groups. 

                Process Administrator

                The process administrator role focuses on configuring content and connections in Jama Connect. The process admin must also be a project admin or user admin to access projects, users, groups, and permissions.

                Add Project

                The add project role is a new role that allows lets users add projects outside of the organization admin role. Users/groups will also have the ability to duplicate projects where they are a project admin.

                For more information, see New Administration Roles and User Visibility Controls.

                 

                User and Group Visibility Updates

                Improved Filtering for Users and Groups

                Users and groups associated with items, comments, and notifications are now only visible to those with project access. Controlled by permissions, users no longer receive assignments or notifications for content they can't access. 

                New Settings

                Allow Project Administrators Access to All Users and Organization Groups

                In project groups or permissions, organization admins can give project admins the ability to add users outside of their project. You can find the new setting here: Admin > Organization > Details.


                Enable New Comments in Global Stream

                Creating new comments from the global Stream page (accessed from the Jama Connect header) is disabled by default. Most organizations prefer to limit access to all users and groups in Jama Connect. Users can continue to reply to comments in the global Stream, but @mention is now filtered by the project associated with the original comment. You can find the new setting here: Admin > Organization > Stream.


                REST API — New Permissions for GET/users and GET/usergroups

                To reduce the exposure of users and user groups, additional permissions are applied to limit these calls to organization and user admins. A new project ID parameter now provides access for project admins.

                • Access to GET/users and GET/usergroups will require organization or user admin roles. The user admin role is new in Jama Connect 8.61. Project admins can continue to use these endpoints, but will be required to provide a project ID where they are a project admin.
                • Access to GET/users/{userId} and GET/usergroups/{id} will now perform a permissions check, ensuring the requesting user has access to the same project as the requested user or user group.

                 

                Admin Activity History Improvements

                Archiving Pick List Values

                Managing historical data has just gotten easier. Individual pick list options can now be archived, preserving previously selected entries. However, archived entries are no longer a valid selection for items going forward.

                508f9e27-1151-497a-af33-d2c32ecaf982

                These entries can be filtered. We recommend adding a character or word to the beginning of the file name to indicate it has been archived. For example, *Information. 

                 

                Ability to Track Project Management for Organization Administrators

                Organization administrators can now see basic create and delete activities at the project level, such as adding a project or project folder; deleting a project or project folder, and archiving and unarchiving a project. 

                Additional Audit Activities for Organization Administrators

                Organization administrators can now view audit activities for these areas: 

                • Review Center  
                • License Update activity from Root Admin panel 
                • Reporting activities from the Root Admin panel 
                • Risk Management  
                • System Health Report  
                • Editor Template activities 
                • Stream  
                • Plug-ins
                • Org Details page, Java Date Time formatting 

                62f2d1e3-14b1-40c9-818c-0b5716b0093b

                New Audit Activities Available at Project Level

                 The Project admin panel now includes added administrative activities filtered by project.

                46e47fa1-24b8-44c0-8b90-469b89789761


                The Project admin activity stream includes actions from these tabs: 

                Tab Available Information
                Settings Changes in version items; maximum number of items displayed in the Explorer Tree; where to save test run defects. 
                Item Types Item types that transition from visible to hidden and from hidden to visible. 
                Release List What was added, edited, deleted, archived, and unarchived in a project release. 
                Project Permissions Modifications to inherited permissions; added and removed permissions at the project level. 
                Workflow Overriden items and who overrode them; removed and configured workflows per item type in a project. 
                Attachments Attachments added from the Attachments tab of the Project admin panel. 
                Tag Management What was added, deleted, and edited to a tag in a project. 
                Index When a project level index was initiated. 
                Clean Up When project cleanup and project baselines cleanup are initiated. 

                  

                Introducing Multi-Mode Authentication 

                The combination of Basic and SAML creates multi-mode authentication, which gives you the ability to separate your company's users from your partners, vendors, and contractors. Multi-mode authentication provides an extra layer of protection for those users so they can be part of the requirement, approval, and tracking process in Jama Connect.

                You must configure multi-mode authentication before you can begin using it. Work with your system admin to Configure Multi-Mode Authentication

                 

                44d5e2fd-d1f8-4c68-b6db-e928519eaf77



                Introducing Support for SAML and OAuth

                You can now use SAML authentication for users while also using OAuth in the Jama Connect REST API for scripts and integrations. 

                   

                SAML and Multi-Mode Authentication: New Option That Controls User Provisioning

                You can now control the auto-provisioning of new SAML users in both single SAML and multi-mode. If your users are set up as a user in SAML but not yet added to your user table, this option allows you to control whether users can auto-provision in Jama Connect.

                • New option, Disable the auto-generation of new SAML users, was added to the root admin authentication properties. 

                84da4534-5c64-4079-9642-80cbfa6fb81a

                • When this checkbox is selected and properties are saved, your SAML users (SAML and multi-mode) can't sign in to Jama Connect until you add them to the user table. A message tells them to finish the authentication process with their administrator. 
                • This option is selected by default after you upgrade to 8.62.
                • De-selecting this would option would allow new SAML users to appear in your instance before they are actually set up (with the correct Permissions, Licenses, User Groups) in the Jama User Table.


                  Baseline Updates


                  Baseline View Improvements

                  You can now resize the slide-out preview panel in the baseline List View and Reading View. 

                  75e5a4e5-5c2a-4ff8-86cf-d534fe15941b
                  A link is now added in the baseline header when a baseline is created from a review or a new revision of a review. Use the link to navigate to a specific review quickly.  

                  0762e317-6194-44dd-852b-500fdd775d00

                  • A long baseline name is now shortened with an ellipsis (...). 
                  • If you hover over an icon in the baseline tree, you see hover text describing the contents of the item. 
                  • If you hover over a name in the baseline tree, you see hover text describing the name of the folder, source, or baseline.

                   

                  Baseline REST API Updates

                  • The baseline model now includes the baseline key, source key, source ID, and source name, which can be accessed from the Jama Connect Public REST API. 
                  • We continue to add more baseline options from the Jama Connect Public REST API. For example, from the new endpoint in the Labs API, you can now create a baseline from an existing source. 
                  • You can now edit the name and description of a baseline from the Jama Connect Public REST API.

                   

                  Date and Time Updates

                  Configurable Date Formats 

                  Organization administrators can now configure the date format from the Organization Details page. The default setting is month/day/year, but can be changed to year/month/day or day/month/year as needed.

                  8d8c83a3-c339-4f3a-9018-cae35ccac90a

                  Tooltip for UTC Time

                  You can now hover over date and time fields to view the Coordinated Universal Time (UTC). The offset time value depends on your database time setting.

                  6ffd3f42-8b86-4df6-b660-92b326003444



                  Date and Time Up
                  dates to REST

                  A new header option "x-jama-date-fields-with-time" has been introduced to the REST API for serializing dates in the fields as ISO-8601. This will help eliminate confusion around dates that may be affected by UTC.

                  When the header is not used or set to false the system will continue include the field values as dates. When the value is set to true, the values will be a complete datetime.

                  eb0e48fd-2be6-4623-85bf-9d3674becb85


                  0e7fd9a3-6f92-4fa5-b783-ceb529af7ed3



                  Updates From Customer Feedback

                    • You can now send items for review directly from List View. In List View, select the items you want reviewed, then select Actions > Send for review.

                    64d541c3-7bfe-48bc-907a-8f97a9d8075d

                    • You can now see attachment and link details in List View. When configured to appear in List View, the # of Links and # of Attachments columns display a link with the total count. Select the number to open a panel with more details.  

                    ca435e4d-f88d-4c20-9c88-53aef24b3cf4
                    fa7c43c9-aa6f-453a-b6bc-57949ee190f1

                    • You can now include the tags column in exports from the Trace View. 
                    • Organization and Project administrators will no longer be able to Override or Modify users or groups assigned the Organization Admin role. The Organization Admin is a role that has access to all projects and items and the appearance of overriding access has resulted in confusion and difficultly in navigating permission settings.

                    38a154c3-8e1f-458a-b088-9e22183232df

                    • When opening an item, the Explorer Tree now loads the item's location (same functionality as Actions > Find me).

                    0a75812a-17d6-41d5-8a1c-d8c1ce89fe8c

                    • In Single Item View, organization administrators can now unlock an item from its Actions menu. Previously, this button worked only for the person who originally locked the item.

                    8f9d02c6-5815-43e5-9481-528cc0e9912b

                    • The width of the Test Center's Cycle menu now allows for longer titles without having to resize the menu.

                    7a54bedd-16eb-4e84-b957-495e0f7f63c2

                    • A PDF-compatible version of the Baseline Comparison report is now available.

                    d7ac21c1-cf6f-4196-a01f-9da69b845d2c

                    • You can now generate a Trace View from the Product Progress roll-up field link for a single item. 
                      1. Select the roll-up field link. 

                    2d4be5fb-3d2f-4e3a-b8c8-25d79c5a26d5
                         2. Select Trace View.

                    2690061a-8c57-462f-8bb8-3b6e0f04cb42

                    • You can now edit tags inline in List View. 

                    08cb45ee-b041-47da-ac19-f1fe45e70bbf

                    • A new reports history page lists previously generated reports with the option to download them. Available from Reports in the Jama Connect header, reports now run in the background so your screen isn't blocked when you run them.


                    eb09e133-b8ba-486c-a069-923f8d26be8d

                    • You can now edit a Test Cycle's name, description, and date fields without updating its content.

                    0e60ab45-4d90-4297-a4c7-5cb98f6ae831

                    • In List View, project admins can now batch unlock items manually. In a previous release, only organization admins could do this.

                    2f18ff44-cb24-4df0-948d-4d2dc47bcc86

                    • When you click x to close the Test Execution window, the test run is no longer locked. 
                    • The HTML clean-up process no longer runs when you generate a non-PDF report, allowing for more control over the output.
                    • We have replaced the icon and label used for filters and reports. Instead of the star icon you now see the bookmark icon and instead of the "Favorites" label you now see "Bookmarks."

                    96d72604-ab01-4304-b31f-3e4561712bc3

                    Additional Updates and Usability Improvements

                    • Resize the columns in the test step table when executing a test. 
                    • Export the number of links, attachments, and item path in compatible reports.