What's new

WorkZone 365 changes

The paths to WorkZone 365 manifests have been updated. See Install WorkZone 365.

WorkZone Mobile changes

New Custom filters and Delegated tasks modules can now be enabled and disabled in WorkZone Configurator (under Global > Feature settings > WorkZone Mobile > Task). Ensure that you have enabled all modules your users will need to use. See Feature settings in the Administrator Guide for WorkZone Configurator.

WorkZone Process changes

A new advanced submission process has been added to the Extended process package. See About process packages.

A new STEPSUBMISSION access code has been introduced. It provides access to the new Advanced submission (Extended) process. See Access codes.

WorkZone Process changes

New DBOnly configuration option

A new DBOnly role has been added to the WorkZone Process Configuration Wizard and to command line configuration. Select the DBOnly role, if you only want to configure the database for WorkZone Process.

See Configure WorkZone Process and Command line configuration.

New PackageLoadTimeout parameter

A new optional PackageLoadTimeout parameter has been added to the command line configuration. The PackageLoadTimeout parameter controls the timeout for loading a process package. See Command line configuration.

WorkZone 365 changes

OAuth2 authentication is required for enabling merge functionality for the users.

WorkZone Mobile changes

New Browse module (an experimental feature) can now be enabled and disabled in WorkZone Configurator (under Global > Feature settings > WorkZone Mobile). Ensure that you have enabled all modules your users will need to use. See Feature settings in the Administrator Guide for WorkZone Configurator.

WorkZone is now supported on macOS devices and works in Google Chrome and Safari browsers for macOS. See Overview of supported 3rd party products.

Support for OAuth2 authentication framework

Define OAuth2 settings during installation of WorkZone Content Server

The OAuth2 Authentication framework can be selected as the authentication method for WorkZone users instead of the standard Windows authentication during installation. The framework can be used to authenticate WorkZone users in a cloud-based WorkZone installation.

If OAuth2 authentication is selected, you must define correct OAuth2 parameters to the Azure Active Directory: Tenant ID, Client ID and Client Secret.

The OAuth2 Authentication framework is automatically installed and enabled during installation of WorkZone Content Server, but must be configured correctly in order to be utilized. See Install WorkZone Content Server

WorkZoneActive Directory replication changes

Active Directory replication in an OAuth2/Azure environment requires specific manual set up and configuration in order to enable the continuous replication of the Active Directory structure from an on-site domain controller to the WorkZone Content Server installed in an Azure environment. See Active Directory replication in an OAuth2 setting

WorkZone Process OAuth2 changes

• New OAuth steps in the KMD WorkZone Process Configuration Wizard. See Configure WorkZone Process.
• New OAuthClientSecret parameter and required specification of Exchange configuration parameters in command line configuration. See Command line configuration.
• Updated WorkZone Process post-installation checklist.
• New OAuth specific parameters in the Package Loader used for installing and activating customized process packages. See Install and activate customized process packages.

WorkZone PDF OAuth2 changes

• The CrawlerClientId and CrawlerClientSecret parameters must be defined when installing WorkZone 2020.3.
• Crawler user settings removed from the database configuration. See Perform database configuration and Deploy reports.
• By default, the Crawler user is defined as system. In this case, the WorkZone PDF Crawler service will be executed as a Local System. See Microsoft documentation.
• If you want to upgrade from version 2020.2 or earlier, you must uninstall the old version before installing the new one.

WorkZone for Office OAuth2 changes

If your organization uses OAuth2 for user authentication, you must enable form-based authentication in Microsoft Office 365 apps. See Enable form-based authentication in Microsoft Office 365 apps.

WorkZone Process changes

• The behavior of the SetupDatabase parameter has changed. It set to True by default. See SetupDatabase.

Define OAuth2 settings during installation of WorkZone Content Server(2020.1 Hotfix 1)

The OAuth2 Authentication framework can be selected as the authentication method for WorkZone users instead of the standard Windows authentication during installation. The OAuth2 authentication framework can be used to authenticate WorkZone users in a cloud-based WorkZone installation.

If OAuth2 authentication is selected, you must define correct OAuth2 parameters to the Azure Active Directory: Tenant ID, Client ID and Client Secret.

The OAuth2 Authentication framework is automatically installed and enabled during installation of WorkZone Content Server, but must be configured correctly in order to be utilized.

WorkZone Mass Dispatch

WorkZone Mass Dispatch is now released for production. The changes to the installation procedure are:

• The DP2 service is required.

See Install WorkZone Mass Dispatch.

WorkZone Mobile

WorkZone Mobile Chat, Meeting and Notes modules now can be enabled and disabled under Global > Feature settings in WorkZone Configurator. Ensure that you have enabled all modules your users will need to use. See Feature settings in the Administrator Guide for WorkZone Configurator.

WorkZone for Office

• TLS 1.2 is now supported.

• WorkZone Meeting functionality has been deprecated from WorkZone for Office, so you can no longer install the WorkZone Meeting client and server. We have released this functionality as part of our new WorkZone Office add-in.

WorkZone PDF

• The procedure for updating reports in the same release has been simplified. The Version parameter now includes hotfixes such as builds. See Create the Report JSON file.
• Report progress information is now shown in WorkZone Client. See My reports today list.
• The ActionsOnDocumentBeforeConversion parameter now supports flattening of forms and annotations in PDF documents. See Perform database configuration.

WorkZone Content Server

Be advised that the network TCP port 1200 (configurable) is now required to be open for incoming traffic on the Web server in order to receive chat notifications from the Oracle database to the new Notifications web application. If the Windows firewall is enabled on the Web server, it will be opened automatically when installing WorkZone Content Server using Olympus.

If the port is not open, the chat feature will not receive notifications regarding changes to chats. If another firewall is configured between Oracle and the Web server, the TCP port 1200 (configurable) must be opened there as well.

If another TCP port number is preferred, the port used can be changed in the “appsettings.json” file (section OracleAQNotificationPort) located in “C:\Program Files (x86)\KMD\WorkZone\IIS\WorkZone\Notifications\bin” on all Web servers.

WorkZone Process

• The performance of WorkZone Process Configurator has been improved. Process packages are now only loaded once into the database, which makes configuration faster when you want to configure WorkZone Process on multiple web servers. If you need to reload the process packages, you can use a new command line parameter named ForcePackageLoad.

See Command line configuration.

• Access code changes regarding re-ordering user tasks

Previously, the CONFIGADM access code also granted a user rights to re-order user tasks for other users. Now, only delegates can re-order tasks for other users. Task owners can always re-order their own tasks. See Access codes.

• Access code changes regarding creating delegates for other users

Previously, you could create delegates for other users if you had the CONFIGADM access code. Now, you can add delegates for the other users only if you already are a delegate for that user and have the ADMIN role. See Access codes.

• The SmartPoste-Boks dispatcher now supports Digital Post 2. To use SmartPost with e-Boks using Digital Post 2, you need to install WorkZonee-Boks Push Service.

See Install and configure WorkZone e-Boks Push Service.

WorkZone for Office

• You can use four new registry keys to fine-tune a standard behavior of WorkZone for Office according to your needs.

See Registry keys.

WorkZone 365

• WorkZone 365 for Microsoft Word, Excel, and PowerPoint has been released. This is the experimental version with limited functionality where you can only edit existing documents. Each application (Word, Excel, and PowerPoint) requires own manifest. Moreover, installation and uninstallation processes differ for Office 365.

Word, Excel, and PowerPoint are released not for the production usage. Please install and use them only for testing purposes and sharing your feedback with us. We expect the production version in the 2020.2 release.

See Install WorkZone for Office and Uninstall WorkZone for Office.

WorkZone Mass Dispatch

• Two new access codes MASSDISPATCH and MASSDISPATCHSEND related to WorkZone Mass Dispatch have been introduced in this release.

See Access codes.

• You need to install WorkZone Mass Dispatch as a Windows service manually.

This is not the version to be used in production. Please install and use it only for testing purposes and sharing your feedback with us. We expect the production version in the 2020.2 release.

See Install WorkZone Mass Dispatch.

WorkZone Meeting

• To install WorkZone Meeting Server, you no longer need to specify information on database: database name and user credentials. This information will automatically be updated by WorkZone Content Server.

Active Directory

• When performing Active Directory replication, post codes will not be replicated to user profiles where the country code has not been defined (the country_code field is empty).

WorkZone Explorer

• WorkZone Explorer can now be activated and deactivated from WorkZone Configurator > Global > Feature settings > Client > Explorer.
  • If WorkZone Explorer is activated, the Explore button in the main ribbon in WorkZone Client will be displayed and the WorkZone Explorer feature will be accessible.
  • If WorkZone Explorer is deactivated, the Explore button in the main ribbon in WorkZone Client will not be displayed and the WorkZone Explorer feature will be inaccessible.

WorkZoneCVR Integration

The Co. field for companies is now included in WorkZoneCVR Integration.

USELOGADM and USERADM access code changes

The USERADM access code is now required to access, search and view the Use Log module and the USELOGADM access code is required to start and stop the Use Log. This change affects all methods of accessing the Use Log (either through WorkZone Configurator or the ODATA interface.

• The Monitoring section has been moved to the new WorkZone Operations Guide.
• WorkZone PDF pre-installation checklist has been added to the guide.
• WorkZone PDF and WorkZone for Office post-installation checklists have been added to the guide.

WorkZone PDF

• WorkZone PDF no longer performs the following database configuration:

  • database structure change

  • maintenance of WorkZone registers

  These settings were moved to WorkZone Content Server.

• The ClearConfidentialInformation has been renamed ActionsOnDocumentBeforeConversion.
• The ActionsOnDocumentBeforeConversion parameter can be now fine-tuned for each document type and each review information type. Please revise its settings according to your business needs.
• By default, WorkZone PDF Crawler is now disabled after the installation. You can enable it in WorkZone Configurator.
• Setting of the WorkZone PDF Engine and WorkZone PDF Crawler parameters is no longer available during the database configuration. Please set the parameters in WorkZone Configurator, in the WZPDF_CONFIGURATION table, or in the Web.config file afterward.

WorkZone Process

Doc2Mail is renamed to OneTooX

The name change is implemented in both the user interface and the documentation.

WorkZone Configurator

• The installer now provides Repair option to fix a damaged installation.
• WorkZone Configurator now does not require individual installations on multiple databases: once installed on the web server, it will work on all databases installed on the same web server.

WorkZone for Office

• When you install WorkZone for Office, server's and client's versions are now checked on their compatibility.
• WorkZone for Office now represents items in lists based on their rank.

WorkZone Meeting

New prerequisite has been added: 

• You cannot use both WorkZone Meeting and WorkZone 365. Only one application must be installed to assure the correct work of WorkZone.

Active Directory

The STJERNEADM and MEDARBADM access codes enable a system administrator to grant Global or Departmental access rights to other users. Departmental access rights can only be granted if the organization uses WorkZone Corporate Edition.

USELOGADM and USERADM access code changes

The USERADM access code is required to see the Use Log menu in WorkZone Configuration Management. Both the USERADM and the USELOGADM access code are required for a user to access, search and view the Use Log module as well as start and stop the Use Log.

The USELOGADM access code also grants access to the Use Log through the ODATA interface.

This is the first version of the WorkZone Installation Guide. Installation content from WorkZone product specific installation and administrator guides have been merged in to this guide.

News in this guide:

• Architectural overview of WorkZone.
• Overview of supported 3rd party product releases that WorkZone supports.
• Prerequisites cover all products.
• Overview of access codes and what they are used for.
• A Monitor section that describes tools and log files that can be used for monitoring WorkZone.

WorkZone Content Server

New WorkZone Content Server installer

All WorkZone Content Server features now installed automatically when you install WorkZone Content Server. You still have to manually set up database access during installation. The installed WorkZone Content Server features can be individually activated or deactivated in WorkZone Configurator or WorkZone Configuration Management.

When you install WorkZone Content Server, you must select which program features are to be installed:

• Oracle client: Installs the Oracle client in the path. The Oracle ODBC driver feature is installed by default.
• Web server: Installs all common web services, Microsoft Office services and collaboration services required by WorkZone.
• Agent server: Installs all agents required by WorkZone not included Web server program features.

If you uninstall WorkZone Content Server, all WorkZone Content Server features will also be uninstalled automatically.

Installation of facets

Case facets are now automatically installed during installation of WorkZone Content Server. Additionally, when upgrading your database, facets are automatically selected for upgrade.

CPR/CVR integration

The CPR/CVR integration is now automatically installed during installation of WorkZone Content Server.

WorkZone Client

New WorkZone Client installer

All WorkZone Client features are now installed automatically when you install WorkZone Client. You still have to manually set up database access during installation. The installed WorkZone Client features can be individually activated or deactivated in WorkZone Configurator.

If you uninstall WorkZone Client, all WorkZone Client features will also be uninstalled automatically.

WorkZone for Office

• WorkZone for Office Administrator guide has been fully moved to the Installation guide.
• You can require users to assign access codes when they create new cases, documents, and contacts. To do this, specify relevant access codes in the AccessCodesAffectRequiredFields element and assign them to the users.

WorkZone PDF

• WorkZone PDF Administrator's guide has been partially moved to the Installation guide. In particular, installation, updating, uninstallation, and configuration sections.
• Web application name is now used to get configuration from the database. Target name in Web.config is no longer used for this purpose. This improvement simplifies configuration process.

WorkZone Process

Selection of process packages is now done in WorkZone Configurator

Selection of which packages to use has been moved to WorkZone Configurator from the WorkZone Process Configurator wizard. The Package selection page has been removed from the wizard. All standard process packages are installed but only the Basis process package is by default activated for use. You can activate other packages on the Feature settings page in WorkZone Configurator

See Activate process packages.

You can also display customized process packages.

See Display customized process packages in WorkZone Configurator.

Alignment of Exchange configuration parameters

The configuration of Exchange On-Premises and Exchange Online has been aligned. It is possible to

• Use Autodiscover when using Exchange On-Premises
• Configure the URL manually when using Exchange Online.

The Smartmail page of the WorkZone Process Configurator wizard has been modified to reflect this alignment.

See revised instructions in step 5 in Configure WorkZone Process

If you use command line configuration, two new parameters have been added.

• AutoDiscover
• ExchangeServerVersion

See revised parameter descriptions and examples in Command line configuration.