Customer Service Alerts (CSA) iParts

Latest version as of 2021-06-11

How to install RSM iParts: link

CSA iPart releases

Version Release Tested with iMIS versions Release notes
1.2303 2023-01-18 2017 (20.2.66) Many updates, will update description later.
1.0.16086 2021-06-11 20.2, Q4-2015, 2017
  • CHANGE: Update McGladrey.Library. Log filenames will be of the form RSM.yyyyMM.log instead of McGladrey.yyyyMM.log
  • CHANGE: Restructure ActionQueue and AlertUsage tables to store long URLs and Commands in a child table to reduce duplication and database space requirements.
  • NEW: Add maintenance feature that runs on regular intervals (default 4 hours, configurable) to groom temp tables.
    • Purge the Actions generated for a specific instance of a page a number of days after it was created or last used (configurable, default 30)
    • Purge unused CommandText (shared by any number of page instances) a number of days after they are created or last used (configurable, default 365)
  • FIX: ASI's method "GetLoggedInUser" returns an ID, not a username, which broke components of CSA that expect a username.
  • CHANGE: Maximum command text for an action reduced from 4000 to 1000 characters.
1.0.16030 2021-05-18 20.2, Q4-2015, 2017
  • CHANGE: Significantly reduce the number of log entries from release builds.
  • CHANGE: SQL actions now use the configurable timeout.
1.0.15460 2020-09-21 20.2, Q4-2015, 2017
  • FIX: Syntax error in install script.
  • NEW: Disable all display while being published
  • CHANGE: Set TextAlert-noText on the entire iPart instead of just the text control
  • FIX: Correct a syntax error in the cached-page detection, and add an option compatible with more browsers.
1.0.15308 2020-07-29 20.2, Q4-2015, 2017
  • CHANGE: Add page headers and JavaScript events to force a page reload when Volatile Alerts is enabled and iMIS loads the page from cache anyway.
1.0.15291 2020-07-23 20.2, Q4-2015, 2017
  • FIX: Correct a problem that could lead to CSS classes being applied more than once.
  • FIX: Use web server time for both the start and end times in the alert usage log.
  • NEW: Enable Alert Usage logging for TextAlert
1.0.15239 2020-07-02 20.2, Q4-2015, 2017
  • FIX: TextAlert should not add CSS classes over and over when page refreshes
  • NEW: Including a URL parameter of "CSADebug" (no value required) will cause non-sensitive details of the generated alerts to be added to the data-csa-debug attribute of the Shell div.
1.0.15183 2020-06-10 20.2, Q4-2015, 2017
  • CHANGE: Add TextAlert-noText CSS class when the TextAlert returns only blank text.
  • NEW: In table mode, the TextAlert procedure can output HEADER_COLUMNS to indicate how many columns from the left edge should be rendered as <th> instead of <td>.
  • CHANGE: Handle AllowMarkup setting consistently across text mode and table mode
1.0.15021 2020-04-02 20.2, Q4-2015, 2017
  • FIX: Don't display action buttons when not needed.
1.0.15002 2020-03-24 20.2, Q4-2015, 2017
  • FIX: JavaScript changes to remain compatible with Internet Explorer a little while longer.
  • NEW: Origin and Rank of alert output are captured in data- attributes in HTML markup
  • CHANGE: CPU and memory improvements
1.0.14970 2020-03-18 20.2, Q4-2015, 2017
  • NEW: Disable action, zoom, and loading of scripts when in iMIS Design Mode, and display text in design mode as a reminder.
  • NEW: When an alert loads scripts using IncludeScript, it will also get a CSS class HasScript.
  • FIX: When Confirm was used with Choices, the selected choice could not be found and sent to the server.
  • NEW: TextAlert now supports CUSTOM_CSS in table mode. The class is applied to the table row <tr>.
1.0.14930 2020-03-05 20.2, Q4-2015, 2017
  • NEW: TextAlert now supports CUSTOM_CSS in text mode
  • NEW: When CSA produces no alerts, the entire iPart will have a class CSA-noAlerts
  • CHANGE: Edit out whitespace between icon and text on action and zoom buttons
  • FIX: Correct some pathing on how jQuery finds the correct reveal window for Zoom and Confirm popups.
  • CHANGE: Update testing examples to demonstrate Choices
  • CHANGE: Alert Rules can now output ICON_ALT and ZOOM_ICON_ALT, which provide alt text for the icon in the regular display and the Zoom window. All images now include an alt text attribute, even if blank.
  • CHANGE: Choices will not be enabled unless CHOICES_LEGEND is provided.
1.0.14653 2019-12-13 20.1, 20.2, Q4-2015, 2017
  • CHANGE: Rename some alert rule output fields for consistency: ACTION_BUTTON_ALT_TEXT -> ACTION_BUTTON_ALT, CHOICE_LEGEND -> CHOICES_LEGEND
  • FIX: A JavaScript bug prevented Action button from being enabled after making a choice.
  • FIX: Reload and Redirect behaviors after an Action would not work if the target was the current page and included #
  • CHANGE: Update documentation to include all available outputs for Alert Rules, and explain how they work.
  • CHANGE: Minor updates to default styles.
1.0.14599 2019-11-27 20.1, 20.2, Q4-2015, 2017
  • CHANGE: Zoom and Confirm windows appear at the same height as the alert instead of relative to the visible window, and use Fade effect instead of Fade And Pop.
  • CHANGE: Allow Markup setting now includes button text and Choices options.
  • FIX: Allow Markup would sometimes allow unescaped markup to display anyway.
  • NEW: Alert rules can now specify CHOICE_LEGEND to control the legend for the fieldgroup. Markup changed to improve accessibility.
1.0.14541 2019-11-20 20.1, 20.2, Q4-2015, 2017
  • FIX: Displaying an image on an Action or Zoom button would replace any text
  • FIX: Clicking the Action button on a Choices alert should not disable across the entire page.
1.0.14467 2019-11-11 20.1, 20.2, Q4-2015, 2017
  • CHANGE: When using Choices, the alert has a CSS class .HasChoice and default styles to prevent the radio buttons from appearing side by side
  • CHANGE: Action/Zoom buttons no longer assume 16px by 16px size
  • CHANGE: IncludeScript can now include multiple scripts separated by pipe character
  • FIX: Problem executing TextAlert procedures in some cases
1.0.14455 2019-11-07 20.1, 20.2, Q4-2015, 2017
  • FIX: Choices would not accept clicks
  • NEW: Enabling choices automatically sets ActionDisabled and AlertClickBehavior
  • NEW: When choices are showing, Action button is disabled until they choose one
  • FIX: Zoom button would not appear in some combinations of icon or text or both
  • NEW: CSA alert rules and TextAlert procedures can now also receive @appRoot to aid in constructing image and script links.
1.0.14416 2019-10-31 20.1, 20.2, Q4-2015, 2017
  • NEW: action type JavaScript
  • NEW: present a list of choices as radio buttons, choice is passed to action.
  • NEW: alert can request multiple JavaScript files to be included into the page
  • NEW: control text on Action and Zoom buttons
  • NEW: optionally display a confirmation before performing the action. See CONFIRM_TITLE, CONFIRM_BODY, CONFIRM_YES, CONFIRM_NO.
  • CHANGE: KEYWORD deprecated in favor of TITLE and ZOOM_TITLE, DESCRIPTION deprecated in favor of BODY and ZOOM_BODY.
  • CHANGE: ACTION_TEXT deprecated in favor of ACTION_COMMAND
  • CHANGE: ACTION_DESCRIPTION deprecated in favor of ACTION_BUTTON_ALT_TEXT
  • CHANGE: Replace H2 and H5 tags with divs and CSS styles
  • NEW: Column ACTION_DISABLED causes Action buttons to be disabled by default. Assumes JavaScript on the page will enable it when needed.
1.0.13941 2019-07-19 20.1, 20.2, Q4-2015, 2017
  • Requires .NET Framework 4.5.2 (was 4.5)
  • Correct a problem that would prevent auto-actions from running.
  • Correct a problem that would prevent certain values in alert output from being interpreted as true/false
  • Correct a problem retrieving rules
  • Add setting to enable collection of usage statistics, summarized by rulegroup.
1.0.13637 2019-04-19 20.1, 20.2, Q4-2015, 2017
  • Correct a security issue in McGladrey.Library
1.0.13318 2019-01-22 20.1, 20.2, Q4-2015, 2017
  • Correct a performance problem on databases with tens of thousands of users.
1.0.12969 2018-08-06 20.1, 20.2, Q4-2015, 2017
  • Improve accessibility of the Action and Zoom buttons for screen readers and keyboard navigation.
1.0.12761 2018-04-25 20.1, 20.2, Q4-2015, 2017
  • Update McGladrey.Library for compatibility with wvSuite 1.0.12764 and other RSM packages created since April 2018.
1.0.12612 2018-03-02 20.1, 20.2, Q4-2015, 2017
  • CHANGE: HTML escaping can now be controlled with a global setting, a per-iPart setting which overrides the default, and the alert rule can output column MARKUP_IN_OUTPUT (bit) which overrides both.
1.0.12380 2017-11-15 20.1, 20.2, Q4-2015, 2017
  • CHANGE: Requires .NET 4.5, and therefore dropping support for iMIS 15.2 and 20.0
  • NEW: "Allow HTML in output" setting. When disabled (the default), all text output will be HTML escaped for safety.
1.0.12307 2017-09-28 15.2, 20.0, 20.1, 20.2, Q4 2015, 2017
  • NEW: Remove support for {ID} and {USER} substitution in CRITERIA. Desktop still supports these.
  • CHANGE: Remove TITLE_TEXT, never used
  • CHANGE: Execute as stored procedure where appropriate to reduce SQL injection options
  • CHANGE: McGladrey.Library.dll version 1.0.12256, enables log4net logging
  • CHANGE: Update styles, drop support for very old browsers
1.0.11411 2016-11-05 15.2, 20.0, 20.1, 20.2, Q4 2015
  • NEW: Alert rules can be IQA queries.
  • NEW: Documentation on creating alerts and actions.
  • FIX: Improve display compatibility with Internet Explorer 8.
  • CHANGE: Action queue history is not automatically cleared. Schedule dbo.pcsa_Internal_GroomActions or see docs.
  • FIX: Compatibility fix to support a change in iMIS 20.2.46
1.0.11028 2016-05-13 15.2, 20.0, 20.1, 20.2, Q4 2015
  • CHANGE: Keyword was displayed as <h5><span>, now just <h5>.
  • FIX: Auto-actions should not run at design time.
1.0.10684 2016-02-09 15.2, 20.0, 20.1, 20.2, Q4 2015
  • NEW: iPart configuration "Volatile alerts" indicates that alerts must be recalculated on every page view. This prevents the browser from caching the entire page.
  • CHANGE: Keywords were rendered as <h5><span>, now as <h5>
  • CHANGE: Launch actions are logged in McGladrey.[YYYYMM].log.
  • CHANGE: Updated to latest versions of jgrowl and reveal, and related CSS
  • FIX: CSS class name not applied correctly to Keyword
  • FIX: Syntax error in the internal install script
1.0.9618 2015-06-09 15.2, 20.0, 20.1, 20.2
  • NEW: CSA and TextAlert each display their configuration details in Content Designer
  • NEW: SQL Actions which output a column named 'Message' will display a notification. Those without will not.
  • NEW: SQL Actions which output a column named 'Reload' will cause the page to be reloaded.
  • NEW: Every alert with an Action will have a CSS class of HasAction added.
  • CHANGE: CSA now waits until later in the page creation process to include changes from other iParts on the same page.
  • CHANGE: Default click behavior can now be None as well as Zoom or Action
  • CHANGE: If an Action has both a Link and a Message, or Reload and Message, CSA will wait for the notification message to disappear before redirecting.
  • CHANGE: Updated to more recent version of jgrowl for better browser support
  • FIX: Prevent the user from clicking a second Action until the first is complete.
  • FIX: Version information on config page was wrapping inappropriately on wide screens
  • FIX: Prevent an extra redirect on execution of a SQL Action
  • CHANGE: Update to McGladrey.Library version 1.0.9471
  • CHANGE: Internal refactoring in support of the future ability for CSA to refresh itself without reloading the page.
  • NEW: Experimental - if another iPart is connected to the Object output of CSA and requests data, CSA will cause a page refresh.
  • NEW: Experimental - CSA will attempt to resolve Link URLs specified in iMIS content format @/path/to/my/ContentPage
1.0.9164 2015-02-11 15.2, 20.0, 20.1, 20.2
  • FIX: A log message tried to access a property before it was available, causing an error when adding CSA to a page.
  • NEW: Content creators can specify an additional CSS class to be added to every alert. This class is added the same place as CSS_CLASS, allowing fine-tuning style changes without touching the SQL alert rules.
1.0.9107 2015-02-03 15.2, 20.0, 20.1, 20.2
  • FIX: The first time CSA was displayed on the site, it would fail to read its license key and appear blank.
  • FIX: Correct the URL to the configuration help files.
  • FIX: Auto-actions should not execute in design mode.
  • FIX: Stopped CSA from producing a warning about missing RANK field if the result set had no rows.
  • NEW: pr_csa_ExportAlertRules can be used to export alert rules from one database for import to another.
  • NEW: SQL actions can now return a column named "Redirect" to cause an immediate link action. The URL may begin with ~ to be application-relative.
  • CHANGE: Updated configuration help.
  • CHANGE: TextAlert procedure now receives ID, User and also URL as parameters.
  • CHANGE: The {ID} and {USER} strings are no longer expanded at the time of running an action. The alert rule that created the action should define these ahead of time.
  • CHANGE: Log entries now indicate RuleGroup to aid in debugging.
1.0.8493 2014-09-26 15.2, 20.0, 20.1
  • FIX: Multiple outputs from an alert rule was incorrectly limited to two.
  • NEW: Updated to the latest McGladrey.Library (8344).
  • FIX: Clicking on an alert would result in action being processed multiple times.
  • FIX: Off-by-one error when enforcing MaxAlerts
  • NEW: Max Alerts now defaults to zero (no limit)
  • NEW: Alert output that does not include a RANK column is ignored.
  • FIX: Zoom icon would show a broken image when not provided.
1.0.8272 2014-07-06 15.2, 20.0, 20.1
  • Alert rules may now produce more than one result set (I.E. use SELECT more than once). In complex alert rules, this reduces the need for temp tables.
  • Updated to the latest McGladrey.Library (8253).
  • Minor CSS browser compatibility improvements.
1.0.8175 2014-06-17 15.2, 20.0, 20.1
  • Clicking the alert can now be either Zoom or Action, controlled by the Alert Rule with a default chosen by the person creating content.
  • Zoom and Action icons are now configurable and must be provided by the alert rule.
  • Auto Action feature now supported. All automatic actions are run before the alerts are displayed, then the alerts are regenerated.
  • Alert Rules that contain @url, @sUrl or @psUrl will receive the complete URL to the current page. (Not compatible with desktop)
  • Experimental: TextAlert can be configured to generate an HTML table from the results instead of a simple block of text.
1.0.7862 2014-02-07 15.2, 20.0, 20.1
  • Correct one more problem with the install script.
1.0.7840 2014-01-29 15.2, 20.0, 20.1
  • Correct a problem with TaskCentre actions on iMIS 20.
  • Correct a problem in the install script when upgrading from pre-iPart CSA
1.0.7502 2013-08-13 15.2 and 20.0
  • Correct a problem with submitting Actions
  • Refactor Actions to avoid encrypting and sending details to the browser
  • Display versions on configuration pages, and embed in comments of user controls.
  • Known issue: TaskCentre actions may receive a PK violation error on iMIS 20. SQL fix available by request.
1.0.7412 2013-07-10 15.2 and 20.0
  • Load CSS and Javascript automatically without copying to App_Themes.
1.0.7337 2013-06-11 15.2 and 20.0
  • Updated for 20.0
  • Eliminate some manual steps from installation via PackageInstaller features
1.0.7323 2013-06-07 15.2
  • Initial release