2018 November Release

Fabasoft Cloud 2018 June ReleasePermanent link for this heading

Find out more about new features and improvements in the Fabasoft Cloud 2018 June Release.

Information on Personal DataPermanent link for this heading

You can generate an excerpt that contains only your personal data (contact data) stored in the user administration of the Fabasoft Cloud. Please note that Fabasoft Cloud organizations manage their data themselves (user data) and that further personal data may appear in it. Personal data in user data cannot be contained in this information.

To do so, click “My Personal Data” in the account menu (your user name). Switch to the “Data Protection” tab and click the “Generate Personal Data Information” button.

Preview Images in Encrypted TeamroomsPermanent link for this heading

Preview images can be displayed for Microsoft Office documents and PDF documents in encrypted Teamrooms, if the corresponding options are enabled in the Fabasoft Cloud Client (on the “Contents” tab in the Encrypted Documents field). In addition, Microsoft Office and GPL Ghostscript must be installed on the client. End-to-end encryption is also guaranteed for the preview images.

Common ImprovementsPermanent link for this heading

  • You can specify whether annotations can be added to PDF documents of a Teamroom on the “Content Settings” tab in the Allow Comments field.
  • The Business Value field is additionally available for Scrum stories.
  • Rooms with user data can be stored directly on Home and can also be defined as standard Teamrooms.
  • The Open or Download Content on the Workstation policy is also considered in the Fabasoft Cloud Client.

Organization ManagementPermanent link for this heading

The following new features will assist you in managing your organization.

Membership AdministrationPermanent link for this heading

The membership administration of your cloud organization has been completely revised and simplified. Especially in organizations with a large number of members, you benefit from more efficient administrative processes.

Unified Administration

The administration of members, external members, teams, organizational units and external organizations follows a uniform scheme. This allows you to quickly find your way around all areas of membership administration.

Lists in the Membership Administration

Lists provide an easy way to perform operations on multiple users simultaneously.

  • The columns displayed by default have been consolidated in all lists.
  • You can cut, copy or paste users and thus efficiently define the organizational structures. For example, you can use Ctrl + X to remove the selected users from a team.
  • When you navigate in a team or an external organization, the list of members is displayed directly. You can now find the standard Teamrooms and exclusions in the properties.

Context Menu Commands

The context menu commands for user administration are not only available in organization management, but in every list of users (for example, team tool of a Teamroom). This allows you to make the desired changes without detours.

Actions

The available actions are even more specifically adapted to the respective context.

Properties

The properties of users have been grouped thematically to provide an improved overview.

Add Members

In the “Add Members” dialog, existing users can be added or new users can be created. An assignment to teams or organizational units is also possible in one step.

In addition, an edition and apps can be assigned directly to new users and an invitation can be sent.

State Information

The users provide following state information:

  • State
    Users can be owner, member or external member of the organization. If the state must be confirmed by the user and the confirmation is still pending, the “Confirmation Required” state is displayed.
  • Invited
    Shows whether the user has been invited by e-mail. The value can also be manually changed to “Yes”, if the user should no longer be considered in the “Invite Members” dialog, for example.
  • Registered
    Shows whether the user has already registered and can therefore log into the Fabasoft Cloud.

Invite Members

Members can be invited by e-mail. The following predefined recipient groups enable the efficient selection of recipients:

  • Not invited members
  • Not registered members
  • Members with open confirmation

Exclude Members

The “Exclude Member” context menu command can be used to terminate the membership for several members together and define a successor.

External Members

In the “Add external members” dialog, existing users can be added or new users can be created. An assignment to external organizations or teams is also possible in one step.

The import, invitation and termination of the external membership work in the same way as the use cases for members.

Teams

When you create a team, you can add existing users or create new users in one step. If the e-mail domain of the new user matches that of the organization, the user becomes an organization member or, otherwise, an external member. You can also assign an edition and send an invitation.

Organizational Structure

The dialog for creating organizational units has been revised. Only hierarchy levels that can be used in the current context are displayed. The head and members of the organizational unit can be defined directly (new users can also be created). The corresponding positions are created implicitly.

License AdministrationPermanent link for this heading

Like the membership management, the license management has been optimized, particularly with regard to organizations with a large number of members.

Dashboard

The “License Administration” dashboard provides an overview of available or used licenses and storage quotas.

Editions and Apps

The editions and apps available in your organization are displayed as a list. The Assignment column displays the type of assignment:

  • “Manually (Default Edition)” and “Manually (Default App)”
    Default editions or apps are automatically assigned to new members. Organizational administrators can also subsequently assign or change the editions or apps.
  • Manual
    Manual assigned editions or apps must be explicitly assigned to a member by an organization administrator.
  • Configured
    These apps offer various configuration options and roles and are therefore managed using a separate configuration. You cannot change the assignment type.
  • Free
    Free apps provide following assignment types:
    • Free (Disabled)
      The app is not available to anyone.
    • Free (Default App)
      The app is automatically assigned to new members.
    • Free (Manually)
      The app must be explicitly assigned by an organization administrator.

You can change the type of assignment using the “Use as Default”, “Do not Use as Default”, “Enable” and “Disable” context menu commands.

Navigate in the edition or app to view the list of licensed members. You can use the “Add Members” action to specify the members who are to have a license. You can use the “Remove License” context menu command to revoke the license.

Assign Editions and Apps

For members, you can use the “Assign Editions and Apps” context menu command to define the manually assignable licenses. If you select several members, you can make the assignment together.

Additional Data RequiredPermanent link for this heading

If your cloud organization does not have all the necessary data stored, a message is shown in the welcome screen to enter the corresponding data.

  • Invoice address
    The organization's contact information must include a complete invoice address.
  • Information regarding data protection
    Specify a person to be notified if personal data protection is violated.

In addition, you have the option of entering a URL for Data Protection Information on the “Data Protection” tab of the organization's properties. This URL is displayed on the registration form for invited users.

Automatic Synchronization of the Organizational StructurePermanent link for this heading

The automatic synchronization of the organizational structure or an automatic import of organization members can be carried out using an inbox and a CSV file.

To do so, create an inbox and specify in the rule the “Import Data (Asynchronous)” action. Select the target for the import and the type of import (e.g. members or organizational structure). You can download templates for the CSV files via the respective manual actions (e.g. “Import members” action of an organization).

The CSV files can be regularly placed in the inbox using WebDAV, for example.