IBM ATLAS POLICY SUITE V6.0.3 FIX PACK 4 README. Release Date: December 05, 2016

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1 IBM ATLAS POLICY SUITE V6.0.3 FIX PACK 4 README Release Date: December 05, 2016

2 Contents 1. SYSTEM REQUIREMENTS INSTALLATION INSTRUCTIONS Upgrade Atlas Database Deploying Atlas in JBoss 6.4 EAP Deploying Atlas in WebSphere Known Issues WHAT S NEW IN THIS RELEASE Software Currency Added Support Additional steps required for Atlas / Oracle 12c configuration Removed Support Enhancements to the My Holds page Display custom links/text Color code for indicating statuses of sent notices Symbol for notices for which GHR is sent APAR HE APAR HE APAR HE APAR HE APAR HE FIXES INCLUDED IN THIS RELEASE... 8 NOTICES, COPYRIGHT LICENSE AND TRADEMARKS IBM ATLAS README P a g e 2

3 1. SYSTEM REQUIREMENTS Please refer to System Requirements documented on the IBM Support Portal See Section 3.1 Software Currency to see additions and removals for Atlas Fix Pack 4 2. INSTALLATION INSTRUCTIONS Please refer to IBM Knowledge Center Atlas ediscovery Process Management Installing and upgrading IBM Atlas Policy Suite URL: 01.ibm.com/support/knowledgecenter/SS5JP8_6.0.3/KC_ditamaps/atlas603_eDisProcMgmt.htm 2.1 Upgrade Atlas Database Please refer IBM Knowledge Center Atlas ediscovery Process Management Installing and Upgrading IBM Atlas Policy Suite section. If you have Atlas Extensions deployed, please follow upgrade instructions in Section Atlas Extension Upgrade Instructions for Custom Field Additions. Note: For Who is on Hold Report Legacy/Optimized views update, please upgrade the required DB steps as per sections 3.1.1, 3.1.2, and before installing the IBM Atlas Policy Suite applications. 2.2 Deploying Atlas in JBoss 6.4 EAP JBoss 6.4 EAP requires explicit encoding setting to support umlaut characters. Solution: Add the following setting in standalone.xml after <extensions> settings: <system-properties> <property name="org.apache.catalina.connector.uri_encoding" value="utf-8"/> </system-properties> 2.3 Deploying Atlas in WebSphere If you are running PolicyAtlas and AtlasReports on the same WebSphere profile the following versions of WebSphere are required at a minimum: WAS WAS WAS WAS IBM ATLAS README P a g e 3

4 2.4 Known Issues This section lists known limitations around installation. If upgrading from to , the installation of IBM Atlas Policy Suite will backup User is NOT required to run the Uninstaller for version If upgrading from to , the uninstallation of will remove the files as well. Instead manually remove the files and run the installation again if uninstall is required. To verify the Retention and ediscovery Installed versions, refer to the greatest.swtag or.fxtag file inside <Installed Directory> Properties Version. The control panel versions do not reflect the exact versions. In previous releases there was a JBoss 6 EAP-specific.ear file, AtlasExtensions_jboss6eap.ear, for Atlas Extensions - this is no longer the case. Please use the AtlasExtensions.ear. Known Documentation Issues with corrections can be found here 3. WHAT S NEW IN THIS RELEASE The IBM Atlas Policy Suite Fix Pack 4 consists of the following new features. 3.1 Software Currency Added Support IBM Atlas Policy Suite Fix Pack 4 supports the following software versions: Java 8 Microsoft Windows 10 Microsoft Edge Browser Microsoft Office Additional steps required for Atlas / Oracle 12c configuration Please ensure the following are applied during Oracle Installation Character Set = AL32UTF8 Please un-check the default option of setting Oracle DB as a Container DB Removed Support JBoss v5 and JBoss v6 Community Editions are no longer supported. IBM ATLAS README P a g e 4

5 3.2 Enhancements to the My Holds page Display custom links/text A new feature has been added to the Global Holds Reminder and Current Notices tabs on My Holds page. You can set the properties in appstrings.properties file to display the links/text of your choice. For example, to display a link to access your Gmail account you can set the property named itportal.communications.reminderresponseinstructions for Global Holds Reminder tab and itportal.communications.currentnoticesinstructions for Current Notice tab in appstrings.properties file Color code for indicating statuses of sent notices A new feature has been added to the Current Notices tab to visually indicate the sent notices. The status for notices that have been replied to and confirmed appears in green. The notices with a status Sent and Sent, No Reply, and those that have encountered a transmission error appear in black. The notices with a status Replied, non-conformance appear in red Symbol for notices for which GHR is sent A new feature has been added to visually indicate the notices for which GHR has been sent. Those notices for which GHR is sent are denoted with a green checkmark. 3.3 APAR HE12517 In the Attachments tab of collection or preservation plan, the Add button is disabled by default for a Published collection and preservation plan. When you change the "Enable Adding or Deleting of Attachments" parameter of ATTACH- MENTS_PRESERVATION_COLL_PUBLISHED_PLAN component from False to True, the Add button is enabled for a Published collection and preservation plan. 3.4 APAR HE12442 In the Collections details page, clicking on Reopen button shows the following two options: Reopen - Set to 'Not Executed' state for all the Custodians. Selecting this option changes the status to "Not Executed". This is the default and existing behaviour. Reopen - Keep the current status for all the Custodians. Selecting this option keeps the current status for all the custodians. It does not change the status for all custodians. IBM ATLAS README P a g e 5

6 3.5 APAR HE12425 When modifying appstrings.properties file for the labels, refer to the following guidelines. # means the original values have been commented No # means the original values have been modified For example: #matterdetailattorneylabel=attorney #matterdetaillegalassistantlabel=paralegal matterdetailattorneylabel=ediscovery DS matterdetaillegalassistantlabel=ediscovery Paralegal [original] [original] [Modified] [Modified] #mattereditattorneylabel=attorney #mattereditlegalassistantlabel=paralegal mattereditattorneylabel=ediscovery DS mattereditlegalassistantlabel=ediscovery Paralegal noticeeditexceptionalertall=all #noticeeditexceptionalertattorney=attorney noticeeditexceptionalertattorney=ediscovery DS noticeeditexceptionalertdnd=do Not Alert #noticeeditexceptionalertparalegal=paralegal noticeeditexceptionalertparalegal=ediscovery Paralegal Previously, when you created a hold notice and selected On Exception Alert ediscovery Paralegal, on saving it showed a default value "Legal Assistant". Now, when you select "ediscovery DS", it shows the correct label. IBM ATLAS README P a g e 6

7 3.6 APAR HE12505 Earlier, it was not possible to correctly identify the attorneys or paralegals if two or more of them had the same first name and last name. Now, the system displays the login ID along with the names. Since the login ID is unique, it is possible to correctly identify attorneys or paralegals with the same first name and last name. The following pages and reports have been updated for this change. 1. Active Matter Summary 2. Who Is On Hold 3. Virtual Interview Details Report 4. Notice Details 5. Notices As Sent 6. Collection Details 7. Hold Activity Report 8. Matter Advanced Search - Result Page. 3.7 APAR HE12524 Earlier the Atlas Extensions threw an exception with a CUSTOMFIELD15": invalid identifier error This issue can be fixed by performing the updated instructions in the following DCF technote: The following content: 3. Run (Replace PSSAPL, PSSAPLPWD & DBName to match your environment) has been changed to: Run (Replace PSSAPL, PSSAPLPWD & DBName to match your environment) And, for the DB2, the content has been changed to: Run clpplus (Replace PSSAPL, PSSAPLPWD & DBName to match your environment) IBM ATLAS README P a g e 7

8 4. FIXES INCLUDED IN THIS RELEASE The IBM Atlas Policy Suite Fix Pack 4 consists of the following defect fixes. APAR HE12426 Description CSV export of notice details report shows incorrect number instead of date in MS Excel HE12572 Vulnerability is found in commons-fileupload jar bundled with Atlas HE12425 Hold notice on exception alert defaults to legal assistant even after changing the label HE12435 No "save prompt" when browsing away from attachments tab on plans HE12442 Reopening a collection plan resets custodian status from completed" to "not executed" HE12493 Atlas extended person map interface does not render umlaut correctly HE12496 Clicking on page numbers greater than one lists the results in a random order in interview results page HE12501 Copying content into a hold notice content causes garbled characters, especially in lists (bullets) HE12503 Information type values not displayed correctly when viewing classification library class HE12505 Unable to distinguish an attorney or paralegal by name on several atlas pages and reports HE12509 Data in target column in a collection log disappears when viewing the next page HE12512 Insufficient encryption logic and Weak Password Policy found in Atlas Admin - Web Services configuration. HE12517 Unable to add or delete attachments to published collection or preservation plans. IBM ATLAS README P a g e 8

9 APAR HE12518 Description Unable to search for special characters (hyphen, for example) from matters > advanced search. HE12524 Document the steps to run the Upgrade Scripts for Atlas Extensions in Atlas HE12528 Date filters on the hold notice activity report not always working correctly. HE12543 Unable to create a collection plan after upgrading to atlas interim fix1 HE12565 Change notice subject line length in atlas UI does not match with specified database column length. IBM ATLAS README P a g e 9

10 NOTICES, COPYRIGHT LICENSE AND TRADEMARKS Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-ibm product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY U.S.A. For license inquiries regarding double-byte character set (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to: Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan Ltd , Nihonbashi-Hakozakicho, Chuo-ku Tokyo , Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact: IBM Deutschland GmbH Department M358 IBM-Allee Ehningen Germany Such information may be available, subject to appropriate terms and conditions, including in some cases, payment of a fee. IBM ATLAS README P a g e 10

11 The licensed program described in this information and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement or any equivalent agreement between us. Any performance data contained herein was determined in a controlled environment. Therefore, the results obtained in other operating environments may vary significantly. Some measurements may have been made on developmentlevel systems and there is no guarantee that these measurements will be the same on generally available systems. Furthermore, some measurement may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment. Information concerning non-ibm products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-ibm products. Questions on the capabilities of non-ibm products should be addressed to the suppliers of those products. All statements regarding IBM's future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only. All IBM prices shown are IBM's suggested retail prices, are current and are subject to change without notice. Dealer prices may vary. This information is for planning purposes only. The information herein is subject to change before the products described become available. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. Copyright License This information contains sample application programs in source language, which illustrates programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. If you are viewing this information softcopy, the photographs and color illustrations may not appear. Trademarks IBM, the IBM logo, and ibm.com are trademarks of International Business Machines Corporation, registered in many jurisdictions worldwide. A current list of IBM trademarks is available on the web at "Copyright and trademark information" at Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle and/or its affiliates. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. UNIX is a registered trademark of The Open Group in the United States and other countries. The Oracle Outside In Technology included herein is subject to a restricted use license and can only be used in conjunction with this application. Other product and service names might be trademarks of IBM or other companies. End of Document IBM ATLAS README P a g e 11

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