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 4.5.11 (Currently in development)
--------------

* 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 <neila@nasa.gov>

* 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.
