Rollbase 5.3 Private Cloud Release Highlights
With latest features and enhancements to platform development capabilities, Rollbase 5.3 offers the advantage of vastly improving the user experience of a citizen developer.
Here’s a quick overview of the enhanced features and documentation in the Rollbase 5.3
Enhanced Loop Section in Custom reports
The drag-n-drop user interface of the Loop Section in Custom reports empowers the citizen developers to quickly and easily design multi-layered custom reports without the need to code. The drag-n-drop user interface comprises predefined data rendering patterns such as Table, Bullet and Number list. You can easily configure the loop section with any object or related object field(s) to design complex, multi-layered custom reports.
For detailed information of this feature, refer Custom Reports.
Record Validation on Multi-tabbed pages
Validation errors are highlighted for tabs with an error icon and is brought into focus automatically. This enables the end users to identify which field(s) on a multi-tabbed page has error(s).
For detailed information of this feature, refer Record Validation.
Related Object support for Expression Fields
The expression fields now aid an automatic evaluation of the field value on any related-object field update. This triggers the expression field update on selecting the related-object fields as configured by the admin. This offers a better command over the expression fields.
- Apart from the automatic evaluation, an admin can also force-update the expression field value from the field definition page.
- The expression fields are now in feature parity with formula fields. Hence, they can also be converted into formula fields and vice-versa.
- Expression fields can also be used in the View Filters and Color Code View.
For detailed information of this feature, refer Expression Field.
SFTP Support for Batch jobs
With the new Secure FTP support, you can highly secure the file transfers by configuring batch jobs. While defining, you can also configure the batch jobs by providing the SFTP server location with credentials. Rollbase currently supports the following types of batch jobs with SFTP configuration:
- FTP Data Snapshot
- Scheduled FTP Import
Introducing new APIs for Date and Date/Time Fields
The newly introduced APIs can get the Date and Date/Time field values in specific (ISO or User) formats. This provides better administration of the returned values.
The APIs targeted to enhance the Date & Date/Time fields are listed below based on homogeneity.
- Support for ISO Date and Date/Time formats in Client-side AJAX API using useISODateFormat parameter in options.
- Support the ISO Date and Date/Time formats in the response of REST API requests with Shared Properties UseISODateFormatInRESTJSON and UseISODateFormatInRESTXMLQuery
- The following are the utility methods under the Client-side AJAX API for Date and Date/Time format interconversion between User format and ISO format.
- The following are the utility methods under the Server-side API for Date and Date/Time format interconversion between User format and ISO format.
- Support for moment.js library included in the all the pages from Client-Side APIs can be invoked
- Support for useLegacyDateFormat in REST APIs has been discontinued.
Rollbase 5.3 includes the following minor enhancements in this release:
- New Shared Property SessionInfoLogEnabled (Default value: off) to log session creation and session deletion to the servlet context log.
- New Shared Property BootStrapVersion (Default value: 4.1.1) to act as a fallback value if no value is specified as per application level.
- New Shared Property ShowAttachButtonForGridControl (Default value: On) to toggle the visibility of the Attach button in a grid control.
- Optimized data translation cache and number of queries around RB_TRANSLATION for improved performance
- Optimized relationship cardinality checks during app install for improved performance
- Calculation of storage size per customer no longer includes log or backup directory size
- New field maxSystemBackups added to the customer object definition. This value overrides instance level value for MaxSystemBackup.
- Upgraded Bootstrap version 4.1.1 & latest Kendo versions.
- Added support for filter options to Text Area fields.
- Fixed sort clause to work with OESO objects.
- Composite primary key introduced on RB_RELATIONSHIP & RB_TRANSLATION table.
- Server API is now an admin role.
Rollbase 5.2 Private Cloud Release Highlights
While the set of new and enhanced features are designed to keep you attuned to Rollbase 5.2, the cool UI themes and navigational options aim at keeping you engaged with simpler and intuitive functionality. You can also look forward for an improved meaning while performing certain administrative tasks that are essential for your business.
Creating a new role from the existing roles
This new feature enables you to quickly create a new role by selecting multiple existing roles. When a new role is created in this way, it offers the benefit of acting as a super-set of the existing roles. This enables the new role to perform multiple functions because the new role inherits pages and a union of permissions from the selected roles. The admin creating this role can do this quickly without the hassle of losing time in detailed consideration of the required attributes.
For information on how to use this feature, see Creating and editing user roles.
As the name indicates, the PDF Annotator equips you with the ability to annotate a PDF file with greater flexibility in terms of performing the following vital operations from a Grid view page, Record details page, and Record edit pages:
- Inserting a new page at the end of the file
- Appending pages or another PDF file at the end of the current file
- Moving a selected page to the desired location in the file by changing the page number
- Removing selected page(s)
- Quickly navigating between previous /next pages
- Highlighting text
- Dragging or removing an added shape
- Adding text and format it (viz., bold, italic, font size, font family, font color)
- Adding your signature to the PDF and relocating it using the drag tool
- Deleting the page corresponding to selected thumbnail
- Saving the file
This feature is currently enabled only through a shared property IsPDFAnnotationEnabled=true, which is off by default.
Creating users without welcome emails
This enhancement empowers the Rollbase administrator to create users with specific roles and perform the required configuration for newly created users. An admin can test user configurations before sending the welcome email to the actual user. Send welcome email is available as a checkbox in Create/Edit user pages to disable/enable welcome email for the user account. Also, the mass-update option is available for the admin role, should they have the need to activate users and send the welcome email in bulk.
For more information, see Viewing and editing an object definition.
Grid Control enhancements
Grid control now offers added capabilities such as attaching existing records, option to choose to display field level help, and an edit icon for the added records.
Attaching records: A user can now attach a record from the Grid control on record edit and create pages. The attached record can also be updated during the attach flow.
See Revised Grid control
and Using a Grid control
Field-level help/tool tip: This is a new field level help setting. When enabled, the field-level help tool tips appear in both tabular and responsive grid controls. If this setting is disabled, the UI is rendered without the tool tips.
Note: This setting will be enabled in the grid control configuration only if it is enabled in the app settings.
- Grid data: The Actions column now has an edit icon, which is always visible for a record. A similar change has been made for the Card view page as well.
Delightful Apps - UI Enhancements
Rollbase continuously strives for user interface improvements to enrich the end user experience. In this release, significant changes have been made to the Rollbase user interface. These changes are focused around better use of available real state, UI consistency, logical flow and grouping of links / buttons / menu and so on from a uscability perspective.
To achieve a greater intuitiveness, the App selector is now positioned more appropriately next to the Application name similar to the Traditional Blueprint for consistency.
Page Title Menu
A new icon for the Page Title menu launcher has been added for improved consistency. Here’s the screenshot:
The Record view page overflow menu icons and style has been made consistent in line with other menu options across the Rollbase platform.
LDF Tree Action
The LDF tree list is now available along with the Edit and Delete action buttons instead of in a menu. Each LDF record now has an Edit icon to edit an LDF record. To delete an LDF record, the user must select the row by clicking on the record. When performing this action, the "Delete" button in the toolbar is enabled. To delete the LDF records, the user must click the delete button and confirm the delete action.
Record View Page
The Record View page has been updated in the Modern Blueprint for a greater appeal. A button toolbar is now available to update the record flag status. When an object is enabled for flagging, the user can update the flag status from the Record view page.
As shown below, the Record View page design in mobile devices has been updated for improved usability.
Card Sort Dialog
The Card sorting dialog now contains fields from both the cards and the selected view. This helps the users to apply sorting for fields that are not part of card to quickly sort the cards in the mobile devices.
The Report link icon has been updated to make it appear consistent across the Rollbase pages.
Page Tool Menu
The Page Title menu has been enhanced with an option to display the relevant runtime context of the Tab. The “Object Definition” for the admin roles are moved and grouped under the Page Tool menu. The “Tab Definition” options for app developer users are moved and grouped under the Page Title menu. The Page tool menu is replaced with a simple button instead of icons.
For more information, see Viewing and editing an object definition
& The Tab Options menu
Live Preview has been renamed as App Preview and this functionality is now available as a menu item only under the Application Switcher. App Preview popup option too has been rearranged and logically grouped.
For more information, see Using the Application Switcher
and App Preview
Font Color configuration for Charts
A new property is now available to configure the base font color of the Fusion charts. This value must be chosen based on the chart background such that the text is clearly visible on the rendered chart.
Bootstrap Version Configuration
A new property has been added to the application settings to specify the bootstrap version that needs to be used at newui runtime for an application. Administrators can change this setting from the app edit page. All the supported versions are available for selection.
- If v3.3.7 is selected, the corresponding Bootstrap v3.3.7 CSS and JS files are loaded in the newui.
- If v4.x is selected, the corresponding Bootstrap v4.x CSS and JS files are loaded in the newui.
- If an app is imported from a previous version of Rollbase release, by default, the v4.x option is selected in the app after the import is completed.
A new property has been added to the portal settings to specify the Bootstrap version to be used at newui runtime for a portal page. Administrators can change this setting from the portal edit page. The supported bootstrap versions for portal pages are: v2.3.1, v3.3.7 & v4.0.0
- If an existing portal had "Use Boostrap v3" checked, then to preserve that option, the newly introduced property will be set to v3.3.7. If "Use Bootstrap v3" is unchecked, the newly introduced drop down will have v2.3.1 selected.
- While creating a new portal, by default "v2.3.1" will be selected for the "Bootstrap Version" property.
- This property is honored in the app import/export and CDN scenarios.
Rollbase 5.1 Private Cloud Release Highlights
Rollbase announces exciting new features and enhancements with its new release, that aim at delivering value and enriching the user journey. These new features propel the overall experience of the system functionality to promote greater value-add and ease of use. This section summarizes the new Rollbase 5.1 features with pointers to detailed information.
Support for Multiple Authentication
The new Rollbase 5.1, enables a single Tenant administrator to support more than one identity management system for a given application or solution and provide access to different users on that application. With this feature, your application users can now be from different identity provider(s) and have a seamless Single Sign-On experience.
Support for multiple authentication is applicable per tenant authentication only. In case of global authentication, the settings configured in the Control Panel will be considered for authentication.
Rollbase authenticates all roles with the default authentication profile. The default authentication profile is the existing authentication for any specific customer prior to Rollbase 5.1. If any of the UI or API authentication for a specific role is selected as NONE then, the users under that role will not be able to login with that specific authentication profile. Kerberos and Custom authentication profiles are available only if the master tenant configures these.
For detailed information of this feature, refer Supported Methods to Authenticate Users and Control Panel.
Creating Multi-Layered Tabular Reports
The newly enhanced Tabular Reports help you to easily configure multi-layered reports and export the multi-levels as a flat list without the hassle of duplicating records and data. The data export layers limit is controlled by the shared property TabularReportLayeringLimit and is applicable for export to XLS, XLSX and CSV formats.
Each level is limited to the maximum number of records as specified by the shared property MaxExportRows. Also providing export options to define export format as shown in below screenshot.
Refer Creating Tabular Reports to understand more about this functionality.
Enhanced Custom Reports
Enhancements to the existing Custom Reports functionality enables Rollbase engineers to design reports across multiple objects with greater options to choose for different sections within a report. This provides you with greater control and flexibility via the Point-and-Click & Drag-and-Drop approaches. Custom reports can also be record specific to generate report in the context of a record.
For detailed information about applying this functionality refer About Custom Reports.
New Built-in Parser for PDF and Word
Rollbase now includes a built-in parser as an alternative to Aspose PDF and DOCX. The built-in parser will remain as the default choice. Rollbase continues to support Aspose PDF/Word with newly introduced configurable shared properties and customer preference.
However, support has been deprecated for DOC and RTF files in document templates and reports. Already existing ones will work if you have Aspose parsers enabled but the new RTF and DOC templates cannot be uploaded.
For specific information on how to enable or configure Apache POI or Aspose, refer Working with Customer Records, and the Add/Remove Features under Shared Properties.
Rollbase 5.0 Private Cloud Release Highlights
Rollbase strives to continually delight its customers with a set of new and improved enterprise business features. The Rollbase 5.0 release revolves around empowering users with high availability, auto scalability, greater effectiveness and a simpler, more intuitive UI. All of these enhancements and features work together to promote greater efficiency.
Visual Workflow Designer
The Visual Workflow Designer provides a powerful drag-and-drop interface that enables you to visually build your workflow processes to achieve better work outcomes. The new intuitive interface offers greater clarity around how you want to map your process steps using statuses, actions and triggers through visual representation like flowcharts and enables you to define your workflow processes with ease.
The new Visual Workflow Designer is fully compatible with workflows from prior Rollbase releases. So, you can continue to manage all your existing workflows as usual and design them in the new Visual Workflow designer.
See Visual Workflow Introduction Video
and Working with the Workflow Designer
for more information.
High Availability and Auto Scalability with Cluster Manager
With its Active-Active High-Availability, Rollbase 5.0 now offers your business applications maximum uptime and better fault tolerance in a cost-effective manner. All Rollbase components can now be configured for high availability so you can manage your server usage on AWS in a more efficient and cost-effective manner.
Rollbase 5.0 also enables your business applications to respond to varying load requirements by configuring your own rules and policies through the use of tools like Elastic Load Balancing and Auto Scaling. You can automate the infrastructure to ensure that risks related to potential loss of readership, sales or the attrition of customers are mitigated with servers that can be spun up as network traffic increases and scaled down when traffic decreases.
See Configuring High Availability
for more information.
Rollbase System Console
Rollbase offers an enhanced System Console dashboard. From there, you can easily view, configure and manage all the Rollbase system components, servers, databases, customer load, shared properties, control panel and monitoring jobs. This does away with the hassle of working in the backend to perform tasks such as manual configuration of shared properties and waiting for system restart. With the System Console dashboard, tedious tasks like system configuration and load balancing become a swift and easy experience.
See System Console Interface
for more information.
Dynamic Request Routing with Nginx
With bigger sites, you will need multiple node instances to scale quickly and manage greater volumes of traffic. To effectively handle your traffic, Rollbase enables you to configure Nginx. Nginx decides where to route a request with Active/Active clustering, supporting greater throughput without a single point of failure and maintaining isolation of tenant cache. Nginx follows an asynchronous event-driven model for handling requests.
When configuring Nginx in the private cloud, update the default Nginx pages such as index.html, 404.html, 50x.html (for all 500 series error codes) and favicon. Rollbase ships these pages under the “…/nginx/html” folder.
See Configuring Nginx for more information.
Distributed Cache to Support Seamless Horizontal Scalability & Resiliency
With distributed cache, Rollbase has seamless horizontal scalability and resiliency to serve one customer from multiple nodes and enables in-memory access to frequently used data as it pools resources from several servers. This provides the benefit of all nodes sharing the load of responding to requests while limiting the interruption to routine Rollbase operations during optimization and maintenance activities. In turn, this helps to increase performance with minimal disruption.
Improved Job Resiliency
Rollbase supports job resiliency so that all background operations for your business applications are executed seamlessly regardless of node failures or other external error conditions. Rollbase supports the below job pools for resiliency:
- Delayed Trigger jobs
- Batch jobs
- Import jobs
- Large jobs
- Mail jobs
See Components - > Running Jobs for more information
High Available Search
Large-scale, online production systems need to be highly available without downtime despite any issues that may be encountered. Rollbase ensures that the search re-indexing jobs of such systems are not lost or processed twice and are not prone to corruption in the event of failure or problematic issues.
The Auto-Number field behavior has been enhanced to provide a consistent user experience across UI and API for better ease of use. We have also enhanced the Auto-Number functionality to be better managed for change in the auto-number sequence, concurrency and bulk operation through API or import Jobs.
See Auto-Number Functional Changes
for more information.
Client-side REST API Invocation
This feature introduces a powerful client side AJAX API rbf_sendHttpRequest in Rollbase platform to enhance the customization capability of Rollbase applications. This AJAX API enables developers to invoke REST APIs from Rollbase pages and Portal pages using custom script components.
With Rollbase 5.0, we focused on improving usability and the end user experience through new app configurations that enhance different UI elements.
Configuring UI Blueprint for Desktop & Mobile
Rollbase 5.0 enables you to offer distinct experiences to users based on the type of device they use to access the application. This is done by managing application-level configuration to define different Blueprints for mobile and desktop.
Click to Call
Rollbase now provides the “Click to Call” feature for Rollbase applications on your desktop and mobile devices. Any phone number will automatically appear as a clickable link, enabling users to quick dial the number from the UI.
Enhanced Configurable Position of Notifications
You can now better configure Rollbase notification messages to appear in different screen locations based on the context of your application. With Rollbase 5.0, notification messages can be set to display at the center, top corner or bottom corner.
Mobile-friendly Grid Control
The new Rollbase grid control provides visual consistency between layouts. It also enables you to configure as per application requirements, which improves the experience for mobile users. The new responsive grid control provides larger clickable areas that enable you to collapse or expand each row inside individually.
To augment the transport network and improve the performance and scalability of various deployments, Rollbase provides Content Delivery Network (CDN) support. CDN Support provides the following benefits:
- Improving client-side performance and faster page loading by caching static files
- Increased server -side scalability by serving static files from Tomcat/Nginx
See CDN Support for more information.
HTTP/FTP Request Retry
Rollbase provides support for applications to handle transient failures by retrying failed operations. This can improve the stability of the application. To achieve this, Rollbase has added retry parameters for HTTP trigger types and FTP batch jobs by enabling and configuring status codes, number of retries and retry interval parameters.
See HTTP Triggers for more information.
Improved Client-Side Performance
Rollbase 5.0 delivers key performance enhancements to theUI, business layer and data layer interactions, which improve the chart rendering performance by better use of the cache and limiting unnecessary database queries. This will also improve the performance of ListView, lookup fields and grid controls.
Visual REST API Mapper
In Rollbase 4.5, we provide a REST Service trigger type that enables developers to map Rollbase fields with REST service fields and access REST end points with zero coding. This feature supports GET, POST, and PUT operations. Just by configuring the required authentication, header, URL Builder, and Query parameter, developers can generate the code and build their custom logic.
Concurrency for Batch Jobs and Import Jobs
Starting this release, Rollbase enhances runtime performance for batch jobs and import jobs by introducing multi-threading for different customers. These jobs will no longer run sequentially in a platform. Each customer’s jobs will be run simultaneously reducing the wait time. This enables individual customers to have their own queue for batch jobs and import jobs.
Conditional formula support for Custom Buttons
Rollbase developers will now have the capability to decide the visibility of custom buttons. Also, this feature focuses on a low-code customization capability that lets the developer control buttons by writing custom business logic in a formula field that gets evaluated at runtime.
Ability to tailor generated document file names
Now, record tokens can be used to dynamically generate document templates and reports file names. This provides users the flexibility to name documents based on the context and business requirements.
Improved Charts & Gauges
The ability to provide more flexibility for branding and customization of charts and gauges has been introduced. You can now use custom backgrounds, organization Logos, and can modify the range and colors of charts and gauges.
Improved Corticon Visual Mapper
Corticon Visual Mapper, a feature to invoke Corticon decision services in Rollbase, is enhanced to have capabilities such as previewing only mapped fields and other usability enhancements.
New Password Change Flow
Password communication and change flow is more secure now. The temporary password functionality has been retired and an email with a password reset link will be sent. This feature is applicable for every New Registration / Change Password / Reset Password actions.
Overall following are the key changes related to Authentication & Password Reset:
- Knowledge Factor Token for User Authentication - Adds an additional security check for users.
- User Initiated Password Reset - Sends a notification email after a user has updated their password.
- Changing the Password Reset Link - Changes the password reset link, and does not send a temporary password.
Get Paged Data APIs
Additional APIs to get paged data for specified views in applications has been introduced. This helps in getting view specific data with customized filters and user permissions for a page. For this, we have introduced the following two APIs:
- getViewPage() : Gets data for a specific view id with specified filters and languages in an asynchronous AJAX mechanism.
- getViewCount(): Gets the count of records of a view id and optionally dependent records with specified filters on a result set.
Workflow is merged into Storage Component
Platform architecture updated for merging lightweight components storage & workflow to one component as “storage component”. To support this, change an update to component.xml configuration file will be required.
To learn more about Rollbase 4.5, explore the product Documentation
Rollbase 4.4 Release Highlights
Bringing on Business Rules
Rollbase is the first low-code platform with an enterprise-class rules engine
Codeless Integration with Progress Corticon Rules Engine
In Rollbase 4.4, we provide a native Corticon decision service Rollbase trigger type, along with a visual data mapper. This reduces the time to integrate a Corticon decision service from about one hour to about one minute.
Smart Images automatically serve the optimal image to each end user, based on device type and resolution. Specify a maximum size in the Image Upload field properties and Rollbase automatically resizes images when users upload them. Specify a dynamic image preference and Rollbase automatically duplicates images into four widths—992px, 768px, 480px, and 50px—and renders the optimal image for each end user.
Global Private Cloud User
Private Cloud instances now support allowing a single user to access multiple tenants if global authentication is enabled (SAML/ADFS or custom authentication). The option to switch tenants is available from the profile menu for users who have accounts on multiple tenants.
Improved Password Security
Private Cloud administrators who use password authentication can now configure Rollbase to store up to ten previous passwords for each user, and to prevent use of previous passwords.
Support Ends for Java 7 and Tomcat 7
Starting with this release, Java 7 and Tomcat 7 are no longer supported. Please upgrade to Java 8 and Tomcat 8.