The following lists changes that have occured in Emerald. Each minor release includes its own section. ************************************************* PLEASE SEE THE EMERALD 4.5 SECTION FOR DETAILED INFORMATION ON LICENSING AND UPGRADING TO EMERALD 4.5 FROM EMERALD 4.2 OR LOWER. ************************************************* Emerald 4.5.12 (Currently in development) -------------- * Fixed all outgoing https sessions for transaction processing are now limited to TLSv1 while previously SSLv2 was used for compatibility reasons. * Added workaround for IE caching problem which sometimes caused images to be loaded from the server on every access. * Fixed 'error creating thread' error after the Emerald task scheduler has been running for a period of time on the Linux platform. * Fixed Call Date does not appear in call search report for accounting stop records not reporting call duration via Acct-Session-Time. * Fixed when modifying an EFT transaction having a service type of 'Checking' the service type was defaulted back to 'Savings'. * Added IMail support for versions 8.14 to EmerAuth with automatic version detection and database performance improvements. * Added check to verify when a failed card or ACH transaction is retried from the failed transactions menu the transaction has not already been retried or voided by another operator. * Fixed error in support for the encrypted password meta rule. This feature allows Emerald fields to be one-way encrypted using the {crypt} method. * Fixed popup calendar date picker may not default to the current month/year when opened depending on the date format selected by the operator. * Fixed when creating a manual card payment you may encounter a message stating the card has expired while it is still current. * Fixed when sending invoices or statements via email and the enter key is used on the email input box to submit the form (Instead of clicking 'Send') the selected message format is ignored. * When adding a service a javascript error may be displayed and the setup charge field may not default to the pay period defined setting. * Changed 'Call Date' has been replaced with 'Call Start' while searching call records. 'Call Start' reflects when the session was started while 'Call Date' showed when the session was terminated. Emerald 4.5.10 -------------- * Fixed non-admin operators with only global group access could not create statements. (4.5.8) * Fixed SQL errors while running automatic database update against MSSQL 2005. * Fixed when exporting card transactions using 'First Name' and a Sybase database the first name field is always sent with an empty value. * Added support for Authorize.Net AIM realtime processing. Similar to Authorize.Net realtime however transaction key is sent as password instead of account password. * Fixed transaction import error using customized multi-line card import formats which consecutively reference similiar columns on multiple lines. * Fixed manual invoice creation should not be allowed while the MBRs pay method is Custom or Other. * Fixed Online list now matches username when accountid is not avaliable and the operator has limited group access. * Fixed database error while applying payments to invoices or statements via Sybase. (4.5.8) * Fixed error while searching for free services (4.5.8) * Fixed Address field in MBR search was not being saved in the search form for the next search. * Fixed Address search returns more records than expected (4.5.8) Emerald 4.5.8 (Beta release) ------------- * Default invoice report was updated to show the total invoice amount as 'New Charges' where previously it was labled 'Amount Due' which is not correct. Only statements reflect the accounts current standing. * Fixed query error while editing a 'Service Type' using sybase and a RadiusNT/X v5 license key in conjunction with Emerald. * Added the ability to view and optionally void card transactions currently awaiting import from the 'Batch' / 'External' menu. * Fixed statement aging outstanding invoice display may have shown items that have been paid or reflect an incorrect unpaid amount. * Added support for Propel and SlipStream RADIUS vendor attributes. * Statements may now be created when there are only unapplied intrim invoices, the last statement balance was 0 or less and a statement has not been created within a months time. * Fixed a problem where while voiding a POS invoice Emerald would reflect a credit twice for the voided amount in the current balance display until being automatically corrected by the accounts next statement. * Added feature to global SMTP options to specify weather to fill in the Incident email field with the email address of the selected incident type by default. * When creating a new incident Emerald no longer tries to send an email if the email field is left blank. * Fixed poor search performance on large databases when searching by email and the search is limited to a specific billing group. * Fixed sending email would fail when the address contains the persons name as well as their address. for example: Neil Armstrong * Improved SMTP client compatibility for mail systems which strictly interpret RFC822. * POS line items are now allowed to have 0 dollar amounts. * Negative sort order hideing for Charge Types has been implemented in the pos menu. * Allow the setting of invoice comments. * Incident actions now retain more of their initial formatting making them much easier to read in some instances. * For performance reasons if FTS indexing of Incidents is enabled, a scheduled task was added to do an incremental rebuild of the FTS index every 1/4 of a day instead of each time a new incident is created. If you are currently using FTS, enable the Incidents FTS task from the Emerald task scheduler. * Fixed a problem with the default security check not aborting script processing when the check fails. In some cases this can cause operators to view account information of billing groups the operator does not have access to. * Increased text input size of incidents and actions. * Fixed a problem when running custom crystal reports having a date+time parameter type the parameter values entered by the user were not being set when the report was executed. As a workaround use date or time parameter fields instead. * Account status in the customer login interface now takes unapplied charges and POS invoices into concideration when showing the current balance. This matches the behavior of the current balance displayed for operators in the MBR detail. * FTS search syntax has been enchanced to allow multiple word matching and better handling of keywords. * Scheduled tasks having no start date now run at midnight instead of midnight GMT. * Fixed a problem when editing a discount with a static cost, the amount fields is changed to 1 in the edit display instead of its current value. * Fixed the description field was not included in the MBR history for unapplied charges where the services login field is blank. * Fixed a problem when customers make payments through the customer interface and Emerald is configured to do realtime credit card processing the customer payment is not processed in realtime. * Added credit card batch in/out support for Vital POS-partner 5.2. * Fixed viewing the failed transaction listing in the batch menu of Emerald may not show transactions for all accounts the operator has access to. Also fixed is a problem where the transaction listing may take several minutes to display for non-admin operators. * Added a workaround for a Sybase ASE ODBC driver bug that may cause 'Invalid cursor state' messages when loading rate data or emailing invoices or statements. * Fixed invoices having a credit adjustment may show paid from the MBRs invoice listing while not all items in the invoice have actually been paid. * Fixed if the Address1 field is blank when printing MBR & Service information (account.rpt) the remaining address field, city, state and zip are also not displayed. * Fixed Billing Group global options setting was being ignored for service service types, pay periods and discounts. * Fixed when deleting a RADIUS server in Emerald all associated Server History and Server Access entries are also removed. Previously if server history or access entries existed the delete would fail with database contraint errors. * When creating a new invoice, payment is now automatically applied as the invoice is created provided a credit balance is avaliable in the MBR. * Creating a zero dollar payment is now allowed. Doing this forces recalculation of Paid Amounts and updates account expirations as appropriate. * Added new options to global web configuration to allow custom html files to be included while editing and saving MBRs and Services. * The service type default for Pay Period now takes precedence over the MBR defined Pay Period default. Service type Pay Period defaults now allow you to select the MBR default as the pay period default. * While adding a service, defaults for the first Service Type and PayPeriod may not be properly set. * Fixed a problem with the RADIUS IP pooling system where addresses may be allocated from the wrong IP Group. * Improved the IP Group admin interface to show current IP pool utilization and allow the manual clearing of reserved addresses. * Added account related information to the web browsers title display for easier navigation. * Added the ability to use the last ten characters of Caller-ID or Acct-Session-ID instead of of NASPort to allow NASes which do not provide port information to be tracked in the 'whos online' display. * Added provisioning support for Merak Mail Pro server. * Additional concurrency checking for CC/EFT export and import. * Added expired services now have the warning color (Red) background in the MBR listing and show the number of days of Temporary + Permanent extension. * Added MBR level incidents display. * Fixed RadiusNT/X v5 Professional and Enterprise license keys now enable Emerald with express (No Billing) functionality. * Fixed service revenu report (serv_rev.rpt) was showing figures for the wrong period. * Added new billing cycle type 'Anniversary (Period Aligned)' allowing new service proration to align with the billed thru dates of existing services having the same pay period. * Added new option 'Invoice Current' from the Invocies menu in the MBR. It operates the same as creating invoices from the batch menu except invoice creation is limited to the current account. If it is not time for new invoices to be created, the 'Invoice Current' option does nothing. * Fixed a problem when 'If not expired' time banking option is used and at time of payment the account currently has a zero dollar or credit balance the time bank is not updated upon payment creation. * Added the ability to automatically distribute recurring charges that have credit amounts to charge items in the same invoice. * Added new option to enable or disable concurrent logon checking on a per NAS basis. * Added statement option to allow new statements to be previewed and created manually within individual MBRs. Manual statement creation is unconditional and can be run as often as needed. * Added ability to mark individual statements as sent from from the statement detail display. * Added a scheduled task to automatically re-adjust the MBRs bill day where appropriate when it does not match the BilledThru date of services within an MBR. * Added the ability to configure taxes amounting to less than one percent. * When configuring RADIUS attributes, removed the option to set attribute values if the data type is not of type integer. * Added the ability to configure RADIUS attributes of type IPv6. (RadiusNT/X v5 is required) * Added MBR and service custom data fields now provide a hyperlink reference if the data field contains a URL. * Added support for limiting the results of custom reports to only show information for those billing groups the operator has access. To enable this feature the report must provide a numeric parameter field labled 'GroupID' allowing multiple discrete values. * Added custom reports included with Emerald have been updated to restrict display to only those group(s) the operator has access. * Fixed statement creation is now limited only to those billing groups the operator has invoice access. * Added DNIS and CallerID to the time online display. * Added option to make adjustments automatically when switching service types in a service. * Fixed aging display in the reports menu now limits the display of aging information to only those billing groups the operator has access. * Fixed calls search in the reports menu now limits the display to only those billing groups the operator has access. * Fixed CC and ACH preview in the External batch menu now limits the display to only those billing groups the operator has access. * Fixed emerald and audit logs in the reports menu now limits the display to only those billing groups the operator has access. * Fixed Non admin operators with global group access are now allowed to view users online who do not have class information. * Fixed unmatched accounts are not displayed in the RADIUS logs for operators without global group access. * Fixed balance displayed via the quickpay option does not reflect unapplied charges or POS invoices. * Added Mass Email group list is now limited to only those billing groups the operator has access. * Added support for purchasing additional blocks of time from Emerald and the customer interface. This feature is configured from the 'Time Charges' option in the accounting section of Emerald Admin. When a POS invoice line item or charge is paid in full the acccounts remaining time is incremented per the 'Time Charge' configuration. * Fixed incorrect current balance displayed in the customer interface when viewing billing history or adding a CC payment. * Fixed default information from credit card rather than MBR when creating a CC payment from the customer interface. * Added support for including custom header and link files to the customer interface. * Improved formatting of time remaining displayed on the customer status screen. * Added new accounts entered via the signup server are automatically invoiced, an initial statement created and batched out immediately to the card processor if realtime credit card processing is used. * Fixed when voiding a POS invoice already applied to a statement the current balance (Pending Debit) did not change to reflect voiding the invoice. This was only a display problem and is automatically corrected the next time a statement is created. * Added support for specifying deny rules for server port access. NOTE: RadiusNT/X 4.0.59 or 5.0.35 are required to support this feature. When a default allow rule is enabled for a Server, any Server Access rules are now also included for concideration. Emerald 4.5.7 (UNIX only release) ------------- * Fixed calls summary was calculating calls falling within a minute after midnight twice. * Fixed update time-left if expired option was in some cases not correctly setting the last set date to match the start of the previous billing cycle. * Statement creation was updated to allow statements to be created for new accounts having only interim invoices. * Fixed initial billed thru date while opening a service should be based upon the current date rather than the accounts start date if the accounts start date has passed. * Emerald now displays a list of any unapplied adjustments having a date ending in the future prior to closing a service. * Fixed if a database connectivity error occurs while processing credit cards it may take quite a while before the connection is reestablished. * Fixed aging report should not include accounts with a zero dollar balance and updated current aging figures to reflect unapplied charges. * Date Of Birth field for Authorize.net EFT transactions now sent as YYYY/MM/DD, previously the field was sent as YYYYMMDD. * Fixed credit card processing 'DoPayInvoice' not found error on UNIX versions of Emerald. * Fixed scheduler restart after processing email receipts on UNIX versions of Emerald. * Fixed summary processing would show a failure with an error status of -3 in the scheduler log when no error had actually occurred, this message indicated no data records were avaliable to summarize. * Added support for automated emailing of invoices from the Emerald task scheduler. * Fixed scheduler AV on the windows platform when the second task to generate a crystal report is executed. * Emerald now allows customer site logins greater than 16 characters. Emerald 4.5.6 ------------- * Added five new reports: Expired Accounts w/Auth Attempts, Payments Report (with definable dates), New Users Last Month by Group, Users By Group/Service Type and Daily error summary. * Time on-line now displays correctly in the Customer Care Center. * Customers can not view billing if payment option is not enabled. * When looking at a service's time online, the Time column is now displayed in hours, rather than minutes. * Editing MBR or Service Data will not give an error anymore. * Viewing of logs will not restrict to only those customers the operator has access to or entries that do not have a customer assigned to it. * Updated Report Security. You can now define reports as type custom or system. Those of type custom are displayed when an operator clicks on reports. System reports are used to assign access rights to reports like invoices, statements, etc. You will need to add any report you want operators to print in the reports list now. * For Operators not in the Admin group, they will only be able to see users online in a billing group they have access to. Users in other billing groups or proxy/unknown (without an AccountID) will not show up. * When adding an MBR from a limited operator, only groups the operator has access to are now displayed. * Updated Report Engine connection parameters to allow for successfull connections in some cases. * Fixed reports may display intermittently or not at all when viewed through some proxy servers. * HTML report exports have improved look/alignment. * Statements are not generated for an MBR while there are pending CC/EFT transactions or there are no unapplied invoices and a new recurring charge will be created within 15 days. * New global option 'Minimum new statement interval' controls the minimum possible number of days before allowing the creation of a new statement. The default value is 15 days. Note: normally statements are generated once a month. In some situations new payment or invoice activity may prompt more than one statement to be generated during a given month. This new option allows you to override that behavior. * New send method charges are not applied if the previous statement has not been sent. * Scheduler clears all active tasks from 'current status' display at startup. * Scheduler tasks would sometimes not run if the start date is too far out from the current time and the run interval is set high enough. * Scheduler improved time of day runtime alignment for tasks with long run intervals. * Added 'Time Left monthly update' global accouting option to control if Emerald should manage an accounts time left field. There is now an option not to replenish a services time left field if the account has expired. After a payment is made the time left field is replenished. Also resolves side effects caused by running the time left update more or less than once per day. * RadiusNT/X v5 feature support for Alternate auth failure profiles and attribute filtering. RadiusNT/X v5 keys are now accepted by Emerald. When used alone they enable express functionality, when used in conjunction with an existing Emerald key they enable support for new RadiusNT/X v5 specific features. * EFT exports were producing several duplicate records that would appear in in the failed transactions list as having to be confirmed. * Accounting operators no longer have access to a limitied set of system configuration options in the admin menu. Emerald 4.5 does not have the necessary security features to properly delegate administrative tasks to non-admin operators. * Customer Care center billing history can now be hidden from view. * When run with Emerald Express or RadiusNT/X v5 license keys billing related menu options are hidden from view. * Improved SMTP client compatibility for mail systems which strictly interpret RFC822. * While making a payment to the MBR a notice is displayed if any unpaid POS invoices exist. * New global option to automatically mark recurring invoices as sent if the current MBR + invoice amount does not reflect a balance. * An accounts service search was ignoring service specific search terms. * 'Service Type' search field was added to the service search menu. * Invoices may incorrectly get marked as paid in full while applying a payment if there are unpaid POS invoices within the MBR. Note: This did not effect the accounts actual balance. * While viewing incident detail as a non-admin operator you may receive a security error. * 'CreditCardGetTrans commit failed' error no longer occurs with UNIX versions of Emerald. * Database errors while creating pro-rate charges when using Sybase ASE have been resolved. * Improved accuracy of aging report. * Auto credit card retry for declined transactions may occur much sooner than the configured retry interval. * Incorrect summary rollup when summarizing individual data records with over 4gb of traffic. * Reversal calculations when closing a service with pro-rated charges was incorrectly calculating the daily cost based on a 30 day interval instead of the period covered by the pro-rate. * When re-opening a service or MBR you are now prompted whether to create a setup charge. * Support for Authorize.net wells fargo secure source accounts is now included with Emerald. * Invoice payment housekeeping has been improved to make incremental corrections during any Payment or Adjustment. * When closing an MBR, pro-rated amounts were incorrectly carried into the future. * While opening an MBR, service charges were created for inactive services. * Invoice void was not including pro-rated items during reversal of billed thru and expiration dates. * All reports on the UNIX operating system have improved look and instances of missing reports and figures being off in these reports have been resolved. Its now possible to set a custom logo in most reports by replacing report_logo.gif from the /user/local/emerald/web/images folder. Emerald 4.5.5 ------------- * CC/ACH realtime processing improvements * Fixed duplicate entries displayed in search results when security is enabled. * RADIUS alias attribute list would not reflect the selected vendor while editing RADIUS attributes. * Add Release Notes to distributrion. * Added option in Admin to allow Pay Method Change in the customer service area. * Added option to change the label of the Customer service area. * Removed "one-time" pay link if Payments were not allowed in customer service area. * Fixed Javascript problem in Call Search clear button. * You can now re-print a receipt from either the history list (for payments applied to a Statement) or from the Payment edit screen. * Fixed a Problem where the database upgrade would fail if running MS SQL Server 7. * If a RADIUS Vendor did not have atleast one attribute with the type set to both, the Vendor would not be listed when assigned attributes. * Fixed several screen in the service edit area that did not use the global set screen colors (they were always light blue). * Updating Secondary Service information (forwards, aliases, etc) now changed the LastModifyDate of the service for correct syncing with LDAP and other modules. * When creating an All Port for Server Access, the entry was not being created correctly, so RadiusNT/X was using it. * The Check/ignore security option for a server was not being used and security was always required. Now if you set a server to ignore, no security will be enforced for that server. * Editing an Operator Group Access Entry from the Detail edit would fail. * The license key manager in the Emerald Admin now shows more details about each license key, including the Edition of the license key. * The user's online list will now only shows accounts the operator has access to and accounts that are not associated to an MBR (roaming, no AccountID, etc). * Searching based on a phone number would cause a large result which could create performance problems. * Statement creation now uses an internal cache to reduce the possibility of locks and lower the processing of the database. * The RateHistory charge process now uses a stored procedure to collect which entries need to be processed. * Removed "No invoices to process" lines that would sometimes appear when doing a Statement batch. * Add additional function in payment routine to handle problems with the database when making a payment. * Service time on list does not round down minutes anymore and does not add a day to the end date. This should make the service time on list match the Call History list more accurately. * Added an option for Default Send Receipts for manual payments. You can now default send receipts for ach/cc/auto payments and not default send receipts for manual payments now. * Fixed a problem that would cause Mozilla and newer Netscape browsers to not show printed reports. * Using a * for IP Security for any group besides all would cause the entry to be ignored. * is now allowed for specific groups. * Many updates to allow Emerald to work better with Sybase. * Added ability to specify date format per-operator and a system default. Emerald 4.5.4 ------------- * Fixed problem where Emerdap profiles were unavaliable on the windows platform. * Security updates for the tech and accounting operator groups. * Updated Syslog Server to prevent it from stopping when the database configuration was not setup correctly. * MSDE service pack 3 is now included in the embedded database distribution of Emerald. * When editing an MBR, the taxable flag is no longer changed to match the region tax setting. * A blank expire and blank credit limit is now allowed for mail, FTP, and News external systems. * Express licensing should not enforce MBR limits. * Linux platform installs now use the runlevel editor for controlling service startup and shutdown after system boot. If you have been starting emerald/radius services from a startup script (such as rc.local) you will need to disable the script after installing the update. * UNIX platforms running Emerald services without the "-debug" flag cause them to run in detached background mode. * Cancelling an MBR with services having less than one credit month would sometimes not create credits for those days. * Added a service re-open/activate option similar to the MBR option. * Response buffering to improve web performance over slow links and prevent hardware problems with small network packets. * The maximum password length that can entered for a service is now 32. Before the maximum length was 16. * Updated the interface between the Emerald Web server and Crystal Reports to better handle reporting queuing and printing. Multiple report requests can now be made (they will be handled in the order received) without causing the print engine or the web server to fail. The "Always Close Report Engine" option is no longer applicable or required. * The logging process for standard Emerald logs was truncating the LogMsg field to 63 characters prior to inserting the new record into the Logs table. So it was not giving the whole error message as tracked by Emerald. It has been expanded to 255 characters, the same size as what is already allocated in the database for the LogMsg field. * On the Call History for service page, it will now also display the Rate History (the summarized records for previous periods). * The Unique Login check now has three settings which can be set in the Global Administartion settings. They are: No - No checking to be done Per Domain - Check for a unique Login per domain System Wide - Check for a unique Login throughout the whole system * In adding or editing a new service, it will now check the Login for uniqueness when leaving the Login field prior to creating or updating the service. * Enabled the automatic generation of random passwords for when entering a Login in a new service that is being added. The Random Password Length in the Global Administration settings is set to five (5) by default. To turn off this feature, set the Random Password Length to zero (0). * Service Type sort orders higer than 254 in Service Add/Edit drop down menu and now visibile. Service Types with a sort order less than zero will not be displayed. If there were Service Types which had sort orders of 255, these should be changed to -1 so that they do not display. * Most pick lists (Charge Types, Incident Types, etc) can now have their sort order set to 0 to hide that option from the pick list. This can be used where existing services are using that item, but you wish to hide it from new services. * EmerAuth was updated to correctly handle AccountIDs for loggin FTP transfers. * FTP Log display will now show the logs for a user. The username must match exactly, rather than a partial match as well. * Accounts configured with a Send Method Charge would fail to create statements when running Emerald against a Sybase server. * For when editing a Radius attribute within a service, the Value field will now allow up to 255 characters. * The Date of Birth field in the External Funds Transfer screen will now allow a date preceeding 1/1/1970. It also includes a calender pop-up to help enter data into the field, which is enabled by the calender button next to the field. * Updated the conversion to better handle the strings table update. It could fail if you upgraded a database without first disabling/removing replication. * In the Batch screen and after you select in the Billing table the following: Type: Statements Action: Create Preview: Checked Then click the Process button, a statement preview was created and if there was a payment it would show up with a link to a Payment Detail web page that did not exist. This link has been fixed now to go to the proper page. Emerald 4.5.3 ------------- * Fixed a problem where the CC duplicate configuration option in the Emerald Admin was missing. * CC Payments from the Customer Care center would not allow a credit card with a month less than 10. * Fixed a problem with the summary where unknown AccountIDs from the calls table could cause an endless loop when processing the daily summary. Summary (non-preview) will also give more details as to the progress when ran in interactive mode via the web interface. * When editing an MBR, the operator field was being set to the current operator. The operator field should always show who created the MBR whereas the LastModifyUser shows the last to edit it. * The Invoice Next Option when listing all invoices for a customer was displaying the print button rather than the next button. * The statement and estatement reports have been updated to include the service information in the line item detail display. Emerald 4.5.2 ------------- * Added CC/EFT duplicate transaction detection. If an auto or manual payment is made from the same account within a configurable length of time it's marked in the bad transaction list and must be manually confirmed by an operator. (The 'CC/EFT Dupe payment protection' option in Global/Accounting section of Emerald Administrator). There is also a new option in PayPeriods to allow all automatic CC/EFT payments to be validated by the operator. * Online list allows for restricting searches based on NAS-Identifier and or Username. * Emerald Web Server - fixed several SSL/Certificate problems having to do with accepting cert chains from some CA's and pushing them to the remote client. * Syslog server - fixed crash/memory leak problem * Emerdap - Profile updates for qmail, added MDaemon and CommuniGate pro syncs. Faster shutdown while a sync is in progress and fixed a problem handling LDAP server connection drops during a partial sync. * CC Export format update for Cybercash * Added ability to VOID a Etrans from the CC/ACH Preview and the MBR history list. * Added a Save button to the top of the MBR and SA Edit forms. * Added delete option to the MBR and SA custom service types * Added the ability to insert an HTML file in the MBR and SA headers. You can enable these in the Admin, Global, web section. * Voiding an Invoice now creates a reversale invoice with the exact same line items, but with the opposite amounts. This allows for more accurate revenue reporting, since all Account Type and GL information is also included on the reversal invoice. There is no longer an adjustment made for the void. * Modifying or deleting a payment now correctly updates the current balance display. * Group Filtering of Regions and Billing Cycles now works correctly when editing an MBR. * If the customers Current Balance (statement balance + pending credit) is 0 or a credit, a CC transaction is not made, regardless of whether the last statement status. * A scheduled task was added to Inactivate canceled MBRs. There is also a configuration option under Admin, Global, Accounting, to allow only inactivating MBRs with a zero balance, or all canceled MBRs. * A scheduled task was added to do server history summaries. This creates the data for the TS Online server reports. * An option was added under reporting to allow closing the report engine after each print. If you are running NT 4.0 and having problems with the report engine stopping (after a while you just get blank screens and have to restart the web server for printing to work again), enabling this option may keep the report engine from stopping. * Manual Payments made on a Credit Card with an expiration date of the current month is now allowed (it was being rejected). * A new scheduled task was created to update the server history information. This task is inactive by default. If you enable this task, it will populate the data you need to use the TS Graph, Server History section (wait a couple of hours before trying it, though, as the task only runs once an hour). * The Email Address defined for each Incident Type was not being defaulted when you selected the incident. When you selected an incident type, the EMail address defined will be filled in. The Default admin Email is used when there is not an Email address defined for an incident type. * The Reply Type pick list when editing attributes had reply and check backwards. When assigning attributes to a servcice or service type, not all attributes were not being listed as well. There is also a new Accounting Reply Type that prevents an attribute from being listed in the Service/Default pick list. Emerald 4.5 ----------- Emerald 4.5 is a maintenance release that includes new features and enhancements. All customers who purchased Emerald on or after 5/5/2002 can use/upgrade to Emerald 4.5 w/out any additional requirements. Those customers who have a current support contract can contact sales to receive a free 4.5 key to enable 4.5 to work with thier existing keys and MBRs. All other customers should contact sales to purchase a maintenance key before upgrading to Emerald 4.5. Without an Emerald 4.5 maintenance key, you will not be able to change any data if you upgrade your installation. ------------------------------------------------------------------- | If you have replication enabled on your primary Emerald DB | then you MUST remove all replication and publications PLEASE | associated to the Emerald database and all objects within NOTE: | the Emerald database before running the upgrade. If you do | not, the database updates for Emerald 4.5 will fail and your | Emerald 4.5 installation will not work correctly. | | After you install Emerald 4.5 on an existing Emerald 4.x | system, it is highly recommended that you initially run the | web server in debug mode to verify the upgrade completes | w/out an error. To do this, open a command prompt and change | to your Emerald directory. Then run the following command: | | emerwebsrv -debug | | You should see a lot of lines scroll by (the update). When | it finishes scrolling you should see the last line containing | ... Emerald Database Upgrade completed sucessfully. | | If you do not see that as your last line (ie, you received an | error, please copy the last screen and paste it in an email to | support@iea-software.com. Once the upgrade is complete, press | control-c to stop the debug mode and restart the services. ------------------------------------------------------------------- * Two distributions are now available. For new installations that do not have Microsoft SQL Server or Sybase ASE, you can download the Emerald DB version, which includes an embedded MS SQL compatable database. * Introduction of new Edition: Express. Emerald Express does not have billing abilities and can be used by those looking for just a user management system (without billing) or a UI frontend for RADIUS users. * Added ability to search both MBR and Service custom data fields. * Added sort order for both MBR and Service customer data fields display. * RadLogs now allows search on Login, Server and port as well. * Added native SSL support to Emerald Web server. SSLtunnel is no longer needed and IP access restrictions work on the SSL port as well. * Added ability to preview CC and ACH transactions before processing them. * Added ability to search calls table for Login, IP Address, Start, Stop, Caller ID, and DNIS fields. * Added abilities to Automatically Email Statements via the scheduler. * Created a new Customer Login page different from the operator login page. * Added ability to specify whether a report has parameters or not. Reports with parameters will have an interim screen prompting you for values for each of the parameters. * Added RADIUS group concurrency support. You can specify concurrency limits per group or per service type within a group. * New Database management interface in admin allows for running queries, performing a backup, and see the current status of connections to the database. * Updated history Procedure to give more details on CC/ACH states. * Added Primary Keys to all tables to allow for easier replication. * The Email functions now give more information about status and failures of emails sent. All emails should be logged as well. * Added server and port to the service Call summary display. * Added ability to delete/edit a payment. * There is now an option to specify a sales person for each service. * Added several new reports, including two commision reports, proxy summary, region summary and service type summary. Emerald 4.2 ------------- * The "Close MBR" button has been relabeled to "Cancel MBR" to alleviate any confusion on using that button to close the window. * When you cancel an MBR, you can now specify where the prorated amount is prorated down to the day or not. A new configuration option under Global, Accounting called "Prorate days on Cancel" has been added to allow you to enable prorating days. * Adding a payment to an MBR w/out CC information will default the MBR name and address in the CC information area. * When you cancel an account, you can specify whether to give a credit and what day to cancel on. Emerald 4.1.7 ------------- * Most Pick lists in the MBR add and edit forms may be missing options that should be avaliable to non administrative users. * Printing and Emailing of Invoices and Statements from the Batch screen was mistakenly including Invoices and Statements for MBR's that had PayMethods of ACH and Credit Card. * Fix where void invoice looses a db connection each time causing the db pool to run out eventually. * Update to aging stored proc to base it on current date and put credits in the current column no matter what. * Update to the ExternalTransImport to only CC batch the last statement (end balance) and no others. * Bringing the account to a zero balance would not move the accounts that had not had their expiration date moved yet. * Fix to allow email addresses having the '_' character in the user portion of the address. * The Conversion now sets the paid amount correctly WRT period on converted invoice items. * The calls trigger has been updated to fix rare problems where processing for several Call records at once can cause the trigger to fail. Current Emerald users will need to replaces theirs from the trig_ms.sql file, as its not done automatically. * Fixed Missing Point of Sale link. Emerald 4.1.6 ------------- * MBR Temp Extend is now available in both the MBR Add and MBR Edit screens. The Temp extend is set but the "Setup Expire Grace Period" in the Admin, Global, Accounting section. * Added an option in Admin, Global, Reports to specify whether to print statements that have a balance of 0 or a credit. If set to no, the statements will be marked as sent when they are created, if the end balance is 0 or a credit. * Making a payment was not reseting the MBR temp extend. * Voiding an invoice was not updating the LastModifyDate, so the history would show the create date as the void date, rather than the correct date the invoice was voided. If the invoice was the last invoice for the MBR, the LastModifyDate was not updated on the service either. * On-line list can be sorted by clicking on the header of each column. * MBR Close allows for specifying a cancel date. Prorates are made with respect to that date. If left blank, the cancel date is the current date. * MBR Close does not inactivate an mbr. This allows for final billing and account reconciliation. Services will not be billed past the cancel date (and will be pro-rated if not a full cycle). * You can create a "point of sale" type invoice on an account. The POS items will show up on the customers statement as well. * Invoices show their paid status in the details and summary. * Added Authorize.Net and Concord realtime credit card authorization.