VERINT EFM 15.1 Release Overview

Transcription

1 VERINT EFM 15.1 Release Overview In September of 2015 Verint will release version 15.1 of the Enterprise Feedback Management (EFM) solution. Verint hosted SaaS customers will receive this update as part of their regularly scheduled maintenance window, and no further action is required. Customers with special release maintenance criteria will be assigned separate upgrade dates based on mutual agreement with their Verint Account Managers. Customers with the application installed on premise will receive a separate notifying them that the release is available according to the terms of the maintenance agreement. Unauthorized use, duplication, or modification of this document in whole or in part without the written consent of Verint Systems Inc. is strictly prohibited. By providing this document, Verint Systems Inc. is not making any representations regarding the correctness or completeness of its contents and reserves the right to alter this document at any time without notice. Features listed in this document are subject to change. Please contact Verint for current product features and specifications. All marks referenced herein with the or TM symbol are registered trademarks or trademarks of Verint Systems Inc. or its subsidiaries. All rights reserved. All other marks are trademarks of their respective owners Verint Systems Inc. All rights reserved worldwide. Page 1 of 15 Last Updated: 8/18/2015

2 Table of Contents SURVEY DESIGN IMPROVEMENTS 3 Improved Management of Pages and Blocks 3 Blocks of Blocks 4 Report & Export Values Management 5 Other Survey Design Enhancements 6 FEEDBACK INTELLIGENCE USER MANAGEMENT 7 PHOTO FEEDBACK 8 Image Upload Question 8 Image Slideshow 8 Image Manager 9 OTHER 10 Performance 10 System Requirements 11 Servers (premise deployments) 11 Browser for Survey Participants 11 Browsers for EFM Users 11 Feedback Intelligence Users 11 RESOLVED ISSUES 12 KNOWN ISSUES 14 Verint. Powering Actionable Intelligence. Verint (NASDAQ: VRNT) is a global leader in Actionable Intelligence solutions and value-added services. More than 10,000 organizations in over 150 countries use our solutions to improve enterprise performance and make the world a safer place. Verint is a member of the U.S. broad-market Russell 3000 Index. For more information about Verint, visit Page 2 of 15

3 Survey Design Improvements Version 15.1 represents another step forward in enabling simpler creation and management surveys that are both engaging for the survey participants and deliver actionable insights for business. Design of sophisticated question flows and rules that ensure the correct content is presented to each participant is now more intuitive and efficient. Survey Authors and Reviewers will be more productive, more creative and able to genereate better feedback experiences and insights. Improved Management of Pages and Blocks In version 15.1 a completely overhauled and expanded Pages View section is introduced to make managing the overall layout of survey Blocks, Pages and Questions easier and more efficient for the survey designer. Capabilities in the new Pages View section include: Setting Block, Page and Question options for rotation, randomization, visibility and branching Re-arranging Blocks, Pages and Questions with simple Drag and Drop controls Drag and Drop questions, pages, blocks Page 3 of 15

4 Blocks of Blocks The Blocks of Blocks concept makes it possible to place blocks into existing blocks. It provides greater flexibility in organizing pages into groups or topics and allows control of how and when those topics are presented to participants. Blocks of Blocks supports EFM advanced visibility and ordering configuration options: Present Randomly (with all or up to N presented) Present Rotated Conditionally Visible Block of Blocks with order and visibility rules applied The survey designer enforces limitations on configuration of blocks to ensure only valid surveys are created. A top level block can contain either additional blocks or pages, but not both. (In other words, pages can be children of blocks, never siblings.) Additionally, a second level block can contain only pages. Page 4 of 15

5 Report & Export Values Management Report Options is a new interface to enable a survey author to View and Manage Report Values, Export Values and Coded values across all questions from one place. Now it s much easier and faster to set these values and confirm they re set correctly for the entire survey. For Modern Rendering Report Values and Export Values can now be used in design interfaces in a variety of ways including Piping, Display in the question design (Report Values only), and in Conditional Expressions. Report Options screen can be accessed from Survey Designer, Actions > Report Options Page 5 of 15

6 Other Survey Design Enhancements In the 15.1 version of EFM, in addition to all already mentioned Survey design improvements, several other useful design enhancements are included: o Hierarchical Questions improvements Translations support Hide steps with less than 2 choices option (i.e. survey respondent do not have to make manual action to select the only available choice) Easier setup o Conditionally Preselected Answers o Dedicated Instruction Lines for Questions (e.g. Select at least 2 options ) o Support of Logic based on Count of Responses Across Topics (e.g. show a follow up question only if at least 2 of 8 topics were rated as Completely Unsatisfied ) o Page header is more informative o Question formatting is improved in Modern rendering to provide more consistent left aligmnet Page 6 of 15

7 Feedback Intelligence User Management EFM 15.1 Features make it easier to manage users who access Feedback Intelligence for Reporting Viewing. With new version of the application: o Business Objects users are automatically created when the EFM user is granted access to Feedback Intelligence which eliminates additional manual steps required in previous releases. o Assigning Users to Groups is now handled in EFM. o Granting Group Access to Business Objects Folders is now handled in EFM Assigning Groups to Folders via EFM Administration FI Security Creating Groups, Assigning to Users to Groups via EFM Administration FI Security Page 7 of 15

8 Photo Feedback EFM Surveys now allow a participant to upload a photo in response to a question. This makes the survey experience more fun, engaging and personal. With photo responses a survey can give much richer insights into the customer s overall experience, usage of products, lifestyle and circumstances. Image Upload Question A new Image Upload question type is introduced in EFM 15.1, and available in Modern Rendering to be added into survey and managed just like any other question. Adding Image Upload question Image Slideshow To make reporting on Image responses more effective new Image Slideshow report element is added. It allows filtering on other questions responses to show photos from specific sub sets of the survey participants. Image Slideshow reporting element with Cover Flow effect Page 8 of 15

9 Image Manager To make work with image content convenient and functional, new Images section is available on Analyze tab for the surveys that contains Image Upload questions. This functionality enables the following Photo Management capabilities: o Quick Overview view all photo responses together o Set Ratings on the photos o Delete inappropriate or useless images Image Manager Page 9 of 15

10 Other In addition to key features mentioned above, EFM 15.1 includes many smaller, but still worth mentioning improvements: o Copied surveys now have the same weighting as it was defined in the source survey o Logging is expanded to include deletion of Themes o Exports to Word now generate the files in the.docx format o Edge browser is now supported o Clarabridge 6.3 is now supported Performance Application wide performance improvements have been made on background tasks to minimize their impact on a range of functions that users perform. Page 10 of 15

11 System Requirements Servers (premise deployments) Supported Server Operating Systems Windows 2008 R2 x64 SP1 Windows 2012 R2 x64 Supported Database MS SQL Server 2008 R2 SP1 MS SQL Server 2012 SP2 Support for Windows Authentication and MS SQL username/password Authentication Oracle 11.g Oracle is not supported for installations with Feedback Intelligence Browser for Survey Participants IE 6 & 7 are no longer supported Supported: IE 8 + Edge Firefox (Current and prior version) Safari (Current and prior version) Opera (Current and prior version) Chrome (Current and prior version) Browsers for EFM Users Supported: IE 8 + Edge Firefox (Current) Safari (Current) Chrome (Current) Feedback Intelligence Users Users of the optional Feedback Intelligence Add-on may access features of SAP s Business Objects 4.1 and require a browser meeting Business Objects requirements. Browser requirements are summarized here, for full details consult the Business Objects 4.1 Supported Platforms (PAM) guide. Supported Browsers: IE 8 + (32 bit only, restrictions on the desktop OS apply to each browser) Safari 7 SP03 (64 bit) Chrome (32 bit only) Java: A Java Runtime Engine is required. Oracle JRE 7 and 8 are supported. Page 11 of 15

12 Resolved Issues The following is a list of the most significant issues resolved in this release. It is a partial list of all resolved issues. Area of Application Triggers s Description of issue trigger criteria using advanced criteria does not honor logic in Modern Rendering Sheduled mails continue to be sent after survey is moved to recycle bin Top Box report element: % column bar overlaps the column border if weighting is applied Some font colors are not exported to the reports if custom theme/appearance is applied Slow performance of large reports being exported to.doc file Page without report elements doesn't load in Preview mode Manage Responses Short Answer question text is not recognized in exported reports for Gap report element Application error occurs on Validating Record when respondent has responses with drill down piping Rank Order: Inconsistent behavior of 'Respondent Must Rank', 'At Least', and 'At Most # Topics' options Conditional visibility is active for questions and choices on a first page if copypasting the question from any other page Branching: Checkpoint question is set incorrectly if Survey contains Page Blocks 'Coded Values' checkboxes are not highlighted in blue color when hovering cursor on them Question Visibility dialog is corrupted after testing the survey Branching footer overlaps inline options pane in question edit section Apply Changes button does not appear after Survey Theme Changes Reporting Report Designer: Report Error on selecting Data Set for report elemen Reporting Not all fonts changes appear in exports for Custom Report Themes Page 12 of 15

13 Area of Application Reporting Description of issue N/A & Not Applicable are not exported with the expected font size Standalone Survey Engine Survey Engine Unnecessary scrollbar is displayed for Scrolling matrix, Matrix, Scale slider, Drag and drop rank order, Rank order on Live results on end page Coded values are not displayed when only one Choice Group is set Survey Engine Survey Engine Survey Engine Survey Engine Survey Operation Web Services Rows hidden by 'Number of Rows Visible' option are shown on Display Live Results > Respondent Answers pages Unable to Connect to Survey appears after deleting page block via deleting all pages within page block in Classic rendering Scrolling matrix, Scale Slider, Drag and Drop rank order, and Rank order don't have 'Response' word in Respondent Answers on end page Matrix Choose One - Choice Groups - Coded values are not displayed when only one Choice Group is set Auto Selection and Visibility criteria does not pick at random in event more then one choice has same rank API Calls should not allow setting preload data for OP Surveys or in Test Mode Page 13 of 15

14 Known Issues The following is a list of issues known to exist in this release. Area of Application Administration Administration Dashboard Data Analysis Sets Description of issue EFM Mobile: My Surveys folder is duplicated in Folders screen using Android device Cleanup Files task deletes directory that contains files accessed less than 24 hours ago Dashboard: X axis custom label is not visible on dashboard for Text Analytics report elements Responses disappear after changing Data Set Name EFM Offline Mobile - ios EFM Offline Mobile - ios Export Questionairre Offline Mobile ios application crashes after hitting information (i) button next to the ID field of 'About' tab (ios 7) Odd scroll bar is present for scale slider questions that fits on the screen in Offline Mobile ios application Export to Word of large choose one question fails Manage Participants On Distribute Dashboard, Pie chart with participants statuses unstoppably refreshes after sending Invites or Reminders Date Filtering is disabled on if the report contains report elements from other sources Large-scoped reports fails to be delivered in mails Manage Responses Manage Responses Misc Misc Mobile HTML Mobile HTML All Image Slideshow elements slides with clicking pressing keyboard arrows when not focused on the report element Schedule Export Delivery sends unexpectedly HTML code is not stripped in Filter dialog if Question Heading contains tab character Facebook Panel: Application Error occurs after click on 'View Results' link Send Now button is changed to Send Again for all Reminders if only 'Initial Invitation' was sent Column text of matrix overlaps question content under mobile devices at Live Results end page in Modern rendering Long Topic Text for 'Scrolling Matrix' question is cropped in Modern Rendering Progress bar is not shown on surveys with blocks of blocks Page 14 of 15

15 Area of Application Description of issue A destination setting may be incorrectly removed from a survey if the parent block preceeding the target destination is deleted Pages Pane does not show list of blocks and pages for the surveys containing more than 100 pages A Destination Does Not Exist warning message may be incorrectly displayed on the Pages tab when a branch is defined with a certain page as a destination and a block before that page in the survey is deleted A user without permissions to edit a specific survey may be able to delete conditional visibility in survey that has been shared with them Matrix questions, Pipe in Columns: choice with 'please specify' option is not recognized in matrix column in preview mode Invalid responses are saved in response manager if returning to page via Back button Images can be pasted into Expanded Editor from the Word document in Internet Explorer 11 Warning message doesn't appear if user moves destination block to appear before criteria Piped values are converted to plain text when converting Matrix question with drilldown piping applied Same Page Conditional Visibility does not work if Criteria is based on Choose One - Star Rating layout in Classic Rendering mode Reporting Scheduling Survey Engine Translation Translation User Options Web Services Weighting for reports is dependent on weighting setting applied for Cross-tab Analysis Report 'Thank You' with a smaller day(s) value than previous Reminder is scheduled without validation Text in the last choice overlaps the theme border for Scale slider under Modern rendering Locked Library questions can be translated and thus modified using Export/Import functionality Participant culture is not memorized after selection has been made on language selection page Chart Type' values in Report Designer and 'Default Chart' dropdowns in Add/Edit User dialog are not consistent SendInvitationEx task initiated via API is duplicated in scheduler Write Invitations Participants' s typed into Initial Invitation are not saved when clicking 'Save' on reminder Page 15 of 15