smart360 Release Notes
Smart360 is the perfect tool to manage your data, track changes and gain insights via filter/query and visualizations. Here you can see the changes that we did to the software to better support you. If you have further questions or enhancement requests, please contact us!
Table of Contents
Multi-Relationship (Multi Lookup) Syncing Steps 20
OnePlan And Smart360 Data Types Mapping 22
Identity As FullText Search Hint 25
Email verification: Verify users by email. 26
My Overview page: Update My last changes and Recent update panel 27
Customize panel Reset button 28
Moved Repository And Viewpoint Permissions From Popup Model To Tab 28
Enable to access pop up model over another pop up model 30
Redesign Repository Overview Change Panel 33
Version 2024-03
Overview Page
- Implemented a new feature to display repositories in the application.
- Users can now view repositories in both tabular and list view formats.
- Users can now easily switch between tabular and list view formats to browse repositories based on their preferences.
- Enhanced the user interface to provide a more intuitive and efficient repository management experience
Step:
- By Clicking on the tabular view icon we see repositories in tabular view
- To toggle Overview Page in list view click on the list view icon.
Role & Permissions Panel
- Created a new Roles & Permissions panel that helps to assign roles to a user and update permissions of a role.
- Create new roles with names and descriptions.
- Assign repository and data permissions to roles from a list of available permissions.
- It helps us to edit role permissions to update access levels as needed.
- Delete roles that are no longer needed.
- In this we can see all roles that are present in the repository.
- In this we can view a list of users along with their assigned roles in the repository for easy management.
- Add, edit and delete repository users directly from the panel.
Steps:
- To view Roles & Permissions panel click on Administration > Roles & Permissions
- Click on Add Role button to create a new role in the repository.
- It will open a popup to create a role inside the repository.
- Add role name and description in input fields.
- Click on the create button to add a role inside the repository.
- Click on the delete button to delete the role from repository
- Click on the edit button to edit the repository and data permissions of the role.
- It redirects to the repository permissions tab in the edit permissions page.
- Select the repository permissions and click on apply button to add repository permissions to role
- Click on the Data Permissions tab to go to data permissions
- Select the table and tab . After that click on apply button to add Data Permissions to the role
- Click on Users options to go to the users panel .
- Click on the Add User button to add a user and assign role to user in repository
- It opens an add user popup .
- Enter user email address and select roles.
- Click on the submit button to add the user in the repository with the role that you selected.
- Click on the edit button to edit the user role.
- It opens an edit user popup .
- Select roles that you want to assign the user.
- Click on the submit button to assign the role selected to the user.
- Click on the delete button to remove the user from the repository.
Organizations Panel
- Add a new organization panel.
- Users can now create organizations within the smart360 to manage their repositories at a broader level. Each organization has its own settings, members, and repositories
- Organization owners/administrators can invite other users to join their organization, enabling collaboration and teamwork.
- Invited users can accept or decline the invitation.Organization Owners can view and manage the members of the organization. They can add new members, remove existing ones, and update member roles and permissions.
- It helps us to handle repositories at organization level.
Create organization (If you don’t have any Organization):
Steps:
- Click on the "ADD REPOSITORY" button, and you will be redirected to a new page.
- Click on add organization button to add new organization
- It opens an add organization popup. Enter organization name and click on the create button to create new organization
organization (If you already have an Organization):
- Click on the Organization dropdown to see a list of existing organizations. Select any existing organization, which will redirect you to the "Overview" tab
- In this tab, you will find a button labeled "ADD ORGANIZATION. Click on the Add Organization button to add the organization.
- It opens an add organization popup. Enter organization name and click on the create button to create new organization
- Click on the Notification button on the side panel to see organizations invitation
- Click on the Accept button to Accept the organization invitation.
- Click on the Reject button to Reject the organization invitation.
- To leave the organization go to that particular organization shown in side panel
- Click on the Leave Organization button to leave a organization
- Click on the Overview tab to see Organization Details
- Click on the Members tab to view organization members
- Click on the Invite User button to invite the member in the organization.
- It opens an invite user popup.
- Enter the user email address with suitable message and click on the Send Invite button to send the invitation
- Click on the remove button to remove the member from organization
- Click on the Delete button to delete the organization member invitation.
Creating a Repository
To create a new repository, follow these steps:
- Navigate to the Overview Page:
- On the overview page, click on the "Add Repository" button.
- Choose a Cloning Method:
- On the "Create Repository" page, you will have two options in Step 1:
- Clone from Template: Select from predefined, well-structured templates.
- Clone from Repository: Choose from repositories that you have access to.
- Create empty repository: Select create empty repository option
- After choosing the desired template or repository to clone, continue to the next step.
- Step 2: Fill in Repository Details:
- Enter all the necessary details for the new repository.
- Select the organization where you want to create the repository.
- If you do not have an organization, you will be prompted to create one before proceeding with Step 1.
- After filling in all the details, continue to Step 3.
- Step 3: Review and Submit:
- In this step, you will be able to review all the details of the repository.
- Once you have verified the information, submit it to create the repository.
Setup Lookup Tables (Enumerations)
- On the Lookup Tables (Enumeration) page, you can manage existing enumerations or create new ones. Additionally, you have the option to assign specific colors to each enumeration option, which will be reflected in visualizations and tabular views.
Step 1: Access the Enumeration Page
- Navigate to the Lookup Tables (Enumeration) page, where you can manage existing enumerations or create new ones.
Step 2: Add a New Enumeration
- Click "Add Enumeration" Button:
- On the page, locate and click the "Add Enumeration" button. This will open a drawer where you can input the details for your new enumeration.
- Fill in Enumeration Details:
- Enumeration Name: Enter the name of the enumeration in the provided field.
- Description (Optional): Add a brief description to provide additional context or notes about the enumeration.
Step 3: Add Options to the Enumeration
- Click "Add" Button:
- To create options within the enumeration, click the "Add" button. Each click will generate a new field for an option.
- Add Multiple Options: You can add as many options as necessary by clicking "Add" repeatedly.
- Customize Colors:
- Each option has a default color. To change it:
- Click the paint icon next to the option field.
- Font Color: Select the desired font color.
- Background Color: Choose the background color that best suits your needs.
- Remove Option Field:
- If you need to remove an option field, click the cross button next to the paint icon. This will delete the option.
Step 4: Review and Save
- After filling in all the details and customizing the options, review your inputs.
- Save the Enumeration: Once satisfied, click the submit button to create your enumeration.
Deleting an Enumeration
- Locate the Enumeration
- On the Lookup Tables (Enumeration) page, find the enumeration you wish to delete.
- Initiate Deletion
- Click the "Delete" button associated with the enumeration. This will open a delete confirmation popup.
- Confirm or Cancel Deletion
- To Confirm Deletion: Click the "Delete" button within the confirmation popup. This action will permanently remove the enumeration.
- To Cancel Deletion: Click the "Cancel" button to abort the deletion process.
Note: Deleting an enumeration is irreversible. Ensure that you no longer need the enumeration before confirming its deletion.
Enumerations Details
Cloning/Duplicating an Enumeration
- Initiate Cloning
- To clone or duplicate an enumeration, click the "Clone/Duplicate" button. This will open a Clone Duplicate Enumeration popup.
- Provide a Unique Name
- In the popup, enter a new, unique name for the cloned enumeration. The name must not duplicate any existing enumeration names.
- Complete the Cloning Process
- Click the "Clone" button. A new enumeration will be created with the same data as the original, but with the new name you provided.
Editing an Enumeration:
- Access the Edit Functionality:
- To edit an existing enumeration, click on the edit icon next to the enumeration you wish to modify.
- Edit the Enumeration Details:
- A popup will appear displaying the current name and description of the selected enumeration.
- You can modify the Name and Description fields as needed.
- Save Changes:
- After making the desired changes, click the Submit button to save the updated enumeration details.
Adding a New Option:
- Open the Add Option Drawer:
- To add a new option to the enumeration, click on the Add Option button. This will open a drawer where you can input the new option details.
- Fill in Option Details:
- Enter the Option Name in the provided field.
- Select a color for the option from the predefined color palette, or use the color picker to choose a custom color.
- Optionally, you can add a Description for the option to provide more context.
- Save the New Option:
- After making the desired changes, click the Submit button to save the updated enumeration details.
Edit Existing Option:
- Open the Edit Option Drawer:
- To edit an option to the enumeration, click on the edit icon button within the option. This will open a drawer with current option details.
- Change in Option Details:
- Edit Option Name in the provided field.
- Edit a color for the option from the predefined color palette, or use the color picker to choose a custom color.
- Optionally, you can edit a Description for the option to provide more context.
- Save Changes:
- After making the desired changes, click the Submit button to save the updated option details.
Deleting an Enumeration Options
- Locate the Enumeration
- On the Lookup Tables (Enumeration) details page, find the option you wish to delete.
- Initiate Deletion
- Click the delete icon button associated with the option. This will open a delete confirmation popup.
- Confirm or Cancel Deletion
- To Confirm Deletion: Click the "Delete" button within the confirmation popup. This action will permanently remove the enumeration option.
Repository Tables
On the Tables page, you can view all existing tables and create new ones. You also have the option to assign table permissions to existing roles.
- Navigating to the Repository Tables Page:
- From the Overview page, click on the "Repository Name".
- In the sidebar menu, select Repository Workspace.
- Click on Tables.
- Creating a New Table:
- Click the "Create Table" button located in the top-right corner.
- Enter the required details for the new table:
- Table Name
- Description (optional)
- Assign table permissions by selecting the appropriate roles.
- Click “Create” to create the table.
- Viewing Table Data:
- Click on the table name to view its data. This action will redirect you to the Smart360 old UI.
Visualizations
On the Visualizations page, you can view and navigate to specific visualizations.
- Navigating to the Visualizations Page:
- From the Overview page, click on the "Repository Name".
- In the sidebar menu, select Repository Workspace.
- Click on Visualizations.
- Viewing a Specific Visualization:
- Click on the visualization name to view it. This will redirect you to the Smart360 old UI.
Version 2023-11
System Columns
- Two new system columns, namely createdBy and recordId, have been introduced in this release.
- Functionality of createdBy:
- The createdBy column will automatically store the name or identifier of the user who created a new record within the system.
- Upon creation of any new record, the system will autonomously populate the createdBy column with the relevant user's details, ensuring easy tracking and accountability.
- Purpose of recordId:
- The recordId column serves as an auto-incrementing identifier for each new entry, providing a unique reference for all records within the database.
- Enhanced Record Management:
- With the addition of createdBy and recordId, users will experience improved record management capabilities and streamlined data tracking.
Improvements & Bug Fixes
- Resolved an issue where enumeration options were not correctly displaying predefined colors. Now, the system accurately reflects predefined color selections within enumeration options, ensuring consistency and proper visualization across the platform.
- Improved spelling/typos
Version 2023-05
OnePlan Integration
- Added oneplan integration that will help to sync data between Smart360 and OnePlan
- It will help you to automate data synchronization between OnePlan and Smart360.
- These data synchronization will help you to use Smart360 visualizations feature to get more detailed and user friendly information about your data.
- Which will directly help you make decisions more effectively and quickly.
Steps:
- To view integration panel click on Administration > Integrations
- Click on Add Integration button to create new integration
- These will redirect you to available integrators in which click on OnePlan panel
- Integration Name: Provide suitable name for integration which will be unique across all integrations
- OnePlan URL: The oneplan API base url which will be https://my.oneplan.ai
- Authentication Key: Auth key to authenticate API. Refer these article to get steps to generate authentication key (https://oneplansupport.zendesk.com/hc/en-us/articles/10998192052749-OnePlan-Integration-settings)
- Data Syncing Type: At which frequency you want to sync data. Whether Hourly, Daily, Weekly, Monthly
- Description: Suitable description about integration.
- Fill the form and click on Next button
- On tables mapping page you have select table of Smart360 and table of OnePlan(Which refer plan type in oneplan) and then click on Sync Now button
- Here it will show selected table from Smart360 columns on left side and on right it will be the columns of selected table from OnePlan
- Select columns from the dropdown which will get mapped to the smart360 table column and click on the Sync Now button.
- After that it will validate the data and will show Successful if data validation went right else will show Warnings and Error message.
- It validation went right click on save which will save data in Smart360
- If you would like to stop the column syncing click on Stop Syncing.
- On the tables mapping panel it will show last syncing time and also the status of syncing. If there are warnings and errors click on them to get more detail information about it.
- Error and Warning messages
Multi-Relationship (Multi Lookup) Syncing Steps
- To sync multi-relationship from oneplan to smart360 we have to create a relationship in smart360
- For example let’s assume we have a relationship in Oneplan between Project and Applications.
- Now create same relationship in smart360
- Sync data in Application table with Application plan type of Oneplan
- Once you sync data from Application plan type to smart360 Application table create new table mapping between Smart360 Project table and Oneplan Project plan type
- In the Column mapping map relationship column which is Applications with Project plan type field which is created as a relationship (Here the field name is Associated Applications).
- Once you click on Sync Columns button it will map the relationship
- As you can see in below image the Applications column contain Application which are related to given Project
OnePlan And Smart360 Data Types Mapping
OnePlan Data Types | Smart360 Data Types |
Text | Single Line Text |
Date | Date & Time |
Number | Number |
Currency | Number |
YesNo | Checkbox |
Choice | Enumeration |
Multi Line Text | Long Text (Fromatted) |
MultiChoice | Enable smart360 column multi-value option |
Lookup | Relationship |
Multi Lookup | Enable relationship multivalue |
Hyperlink | URL |
Free Diagram
- Add new visualization in smart360.
- Now users are able to create free diagrams such as flowcharts, wireframes, UML diagrams, organizational charts, and network diagrams in smart360 by using free diagram.
- It will help users to plan its good quality diagrams.
- It has a rich set of predefined shapes for all sorts of different diagramming needs, allows grouping of shapes, and smart connectors
Steps:
- To view free diagram click on Visualization > Free Diagram
- Click on the Add Create Free Draw button to create new free diagram.
- Create your free diagram click on Save button to save your free diagram.
- Now enter the name and description of your free diagram and click on save button to save your free diagram in smart360.
Improvements & Bug Fixes
- Fix Bookmark repository issue in overview page.
- Fix choose year panel issue in audit history.
- Date selection panel jumbled up issue resolved.
- Enumeration issue resolved.
Version 2023-03
Identity As FullText Search Hint
- We have improved full text search functionality more, that now you will get identity as a fulltext search suggestion.
- If you find the identity which you want to see , then you can click on it which will redirect you to the single element view page.
Email verification: Verify users by email.
- When a user creates a new account then first we send a verification link to user registered email .If user clicks on that link then we verify user email and after email verification we are allowed to sign in.
My Overview page: Update My last changes and Recent update panel
- A better visualization of your last changes on the current repository and also the last changes happened on the current repository by all users who have permission of this repository.
- When we click on the link that is given in right side then we redirect the user to the location where he made changes
Customize panel Reset button
- Added reset button on customize panel so that you can reset the theme to default Smart360 theme.
Moved Repository And Viewpoint Permissions From Popup Model To Tab
- Added repository and viewpoint permissions panel to tab for better way to grant permissions.
Repository Overview Panel
Now in My Overview Page user can see
- Saved visualization of repository.
- Saved reports of repository.
- Subscriptions that user is subscribed to in the table.
- A better visualization of your last changes on the current repository and also the last changes happened on the current repository by all users who have permission of this repository. And on one click we redirect the user to the location where user made changes
Improvements
Enable to access pop up model over another pop up model
- In the single element view when we try to add a new relationship that popup model is unable to access once another popup modal opens over it. But Now we are able to open a pop model over another pop up model without losing the previous pop up model .So we can add values in columns which are popup models.
Improvements & Bug Fixes
- Fixed: Image upload in attachment data type throwing error.
- Fixed: Delete value of MultiValue in tabular view throws error.
- Fixed: File delete error in Attachment data type.
- Fixed: Fix German language.
- Fixed: MultiValue data type edit button hidden issue.
- Fixed: Search box not retrieving result in clone template page.
Version 2023-01
FullText Search Hint
- Added search suggestions in FullText search so that it will give a search suggestion based on your prior searches in FullText search.
- Whenever you type something in FullText search it will retrieve matching suggestions for given input in the search field.
Change Password
- Now you can update your password using password panel
- Click on the Forgot Password button on the LogIn Page that will redirect you to the email verification panel.
- Enter your email address using you have signup in smart360
- You will receive an email that will have OTP for email verification
- Enter a six digit OTP (One Time Password) that you have received on your email address.
- If you did not receive OTP then click on Resend OTP.
- After verification you will get redirected to password update page
- From the username dropdown select username associated with your email address of which password you want to update.
- If you would like to update all your accounts then select All users which will update your all accounts.
Redesign Repository Overview Change Panel
- Redesigned repository overview panel for better understanding.
Improvements & Bug Fixes
- Now audit history panel is loading properly
- Resolved Nesting cluster error when selecting accountability and data flow
Version 2022 and earlier:
We built smart360 to provide you with a foundation in managing your data like in Enterprise Architecture Management via the core features of:
- Flexible Metamodel
- Multi Repositories for testing and blueprinting
- Powerful Queries
- Many adaptable visualizations
- History and Changesets ala GIT
- Easy User Interface with table bulk edits
- Enterprise ready with REST API, Integrations, SSO/SAML as well as Roles and Permissions per repository
Great tool built for your success in various data management areas like Enterprise Architecture Management :)
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