ACTS Version 5.9 Release

ACTS Version 5.9 Release Release Note Last Updated: August 22, 2014 EFC Version: 12.1.1, Country Code: 1 Product Affected: ACTS Version 5.9 Document Author: Lindsey Organ KEY FEATURES AND UPDATES This ACTS release includes several new features. Highlights of the changes include: Added various Security Functions (02/27/2014) Improvement to Agency window (03/02/2014) Updated recalculation on save to ignore designated operation types (03/03/2014) Updated Equipment Detail report (03/03/2014) Added invalid_data_ind value to Operation table (03/09/2014) Updated forms for ACTS Remote (03/09/2014) Added optional logic to Equipment Transfer tool (03/09/2014) Added support for Query Delivery (03/09/2014) Improvement to Portfolio window (03/09/2014) Improvements to Regulation Requirements (03/17/2014) Improvement to the Task window (03/25/2014) Improvement to the Delete Incomplete Tasks window (03/26/2014) Improvement to Projects window (03/30/2014) Improvement to the Regulation window (04/07/2014) Added a Bulk Facility-Person Association tool (04/15/2014) Improvement to Attributes (04/20/2014) Updated Containment Calculations (04/21/2014) Changed Batch Job column labels (05/07/2014) Various improvements to Data Imports and Exports (05/08/2014) Improvement to the Bulk Reassignment tool (05/19/2014) Changed logging level Batch Job, Data Import, and Data Export column labels (05/07/2014) Added Save Data As option to the Data Query tool (05/09/2014) Improvement to the Bulk Reassignment tool (05/19/2014) Divided inspections into levels in the Asset Explorer (05/20/2014) Removed inactive attributes from all Asset Explorer reports (05/21/2014) Allowed saving of duplicate facility-person associations to a Person record (06/03/2014) Added support for "Yes/No/Unknown" radio-button data type equipment attributes used for containment calculations (06/04/2014) Added Frequency options to Batch Jobs, Data Exports, and Data Imports (06/04/2014) Created a Form Delete tool (06/05/2014) Update to the Document Generator tool (06/05/2014) Added Workorder search criteria to the Asset Explorer filter options (06/10/2014) Added active/inactive dates to calculations in Code Maintenance to limit dropdown options for Emission Calculations (06/17/2014) Added Expand All and Collapse All options to all Attribute Tabs. (06/19/2014) Added a Bulk Delete Workorder (Administrative) Tool Bulk to delete a large number of workorders Page 1 ACTS 5.9 Release Notes

at once. (07/02/2014) Added application setting to limit file previews automatically loading in the Asset Explorer, dependent on file size (07/07/2014) Updated Regulation Synchronization association logic (07/08/2014) Updated emission calculations to account for the Equipment Association Active Dates in calculations (07/14/2014) Updated Emission Factor tab data rows to include defaulted Comments text when loading defaults in the Equipment window (07/14/2014) Added option to disable task generation when equipment isn t associated to a requirement (07/14/2014) Fixed inspection search in the Asset Explorer to account for type level (07/15/2014) Updated long text and dropdown fields in Forms (e.g., inspections, audits) (07/17/2014) Increased the Analysis Name textbox in the Analysis window (07/20/2014) Increased the Compound Name textbox in the Compound window (07/20/2014) Added new filter/modifier for emission factors to optionally ignore emission factor constants in emission calculations (07/22/2014) Added the ability to associate file attachments to vendors in the File Attachment window (07/22/2014) Updated logic requirement limit logic, so there may be two limits for the same compound (07/28/2014) Updated the Form Question Code Maintenance table Allow Comments columns (08/09/2014) Added an E&P tank import tool to the Emission Factor tab in the Equipment window (08/13/2014) Updated emission calculations to account for the Equipment Association Active Dates in calculations (07/14/2014) Updated Emission Factor tab data rows to include defaulted Comments text when loading defaults in the Equipment window (07/14/2014) Added option to disable task generation when equipment isn t associated with a requirement (07/14/2014) Fixed inspection search in the Asset Explorer to account for type level (07/15/2014) Updated long text and dropdown fields in Forms (e.g., inspections, audits) (07/17/2014) Increased the Analysis Name textbox in the Analysis window (07/20/2014) Increased the Compound Name textbox in the Compound window (07/20/2014) Added new filter/modifier for emission factors to optionally ignore Emission Factor constants in Emission Calculations (07/22/2014) Added the ability to associate file attachments with vendors in the File Attachment window (07/22/2014) Updated logic requirement limit logic, so there may be two limits for the same compound (07/28/2014) Updated the Form Question Code Maintenance table Allow Comments columns (08/09/2014) Added an E&P tank import tool to the Emission Factor tab in the Equipment window (08/13/2014) Enhancements were added to the Document Generator to support the check box option in Microsoft Word templates (12/2014) Various improvements were made to XML exports (12/2014) An Equipment Type report parameter was created for Ad Hoc Reports (12/2014) Portfolio and Person preferences were added to Dashboard (12/2014) Page 2 ACTS 5.9 Release Notes

FIXED ISSUES Fixed an issue with the Document Generator export to work with FTP exports (02/19/2014) Updated the portfolio sync to ignore locked portfolio data. It was previously not processing any updates if only some of the records were locked and it now will process inserts and whichever deletes to the portfolio it can before giving up. Any records that it cannot process are recorded in the batch job logs. (03/25/2014) Fixed containment recalculation to suppress a duplicate name message. (05/19/2014) Fixed inspection search in the Asset Explorer to account for type level, when searching by Inspection IDs (07/15/2014) Excluded ACTS O&G reports from Report Scheduler, so that errors will not be logged (08/13/2014) Fixed inspection search in the Asset Explorer to account for type level, when searching by Inspection IDs (07/15/2014) Excluded ACTS O&G reports from Report Scheduler, so that errors will not be logged (08/13/2014) Fixed an issue on the Document Generator page that prevented the removal of old keywords when switching Document Types (9/2014) Fixed an issue in Regulation Synchronization that was preventing ACTS from properly inactivating associations (9/2014) INSTALLATION AND UPGRADE NOTES ***The following Installation and Upgrade Notes are only relevant to clients that host ACTS on internal servers.*** The release is two (2) parts in the following sequence: 1. Run Database Script by Oracle Database Administrator. Login to the ACTS database as user "acts" and run the Ecocion-provided database SQL script. (It is very important to use "acts" user credentials to run the script). The script should takes about 5-minutes to run. Spool the results of the process into a file and send it back to Ecocion Database Administrator (support@ecocion.com) for verification. 2. Run Application Installer by Network and/or Citrix Administrator. To update the application on the batch server, run the Ecocion-provided Application Installer on the batch server. This process usually takes about 5-minutes per server. To update the application on the Citrix server(s), run the Ecocion-provided Application Installer on each of the Citrix server(s). This process usually takes about 5-minutes per server. As with any updates, creating a backup of the database before you run the script is advised. Ecocion has Page 3 ACTS 5.9 Release Notes

tested the script against a test database and has found no issues. However, having a backup never hurts! REPORTING ISSUES If you encounter any issues during this update, please contact Ecocion IT immediately. For after hour service, a support ticket can be opened at http://support.ecocion.com. Page 4 ACTS 5.9 Release Notes

DETAILED UPDATE NOTES See below for examples of each New Feature or Update. Agency Added a File Attachment tab to the Agency window; Added an Agency Association tab to the File Attachment window (03/02/2014) Analysis Increased the Analysis Name textbox from 250 characters to 500 characters in the Analysis window (07/20/2014) Asset Explorer Divided inspections into type and year levels in the Asset Explorer (05/20/2014) Page 5 ACTS 5.9 Release Notes

Removed inactive attributes from all Asset Explorer reports (05/21/2014) Added Workorder search criteria to the Asset Explorer filter options (06/10/2014) Page 6 ACTS 5.9 Release Notes

Added an application setting that limits the size of files that will automatically load in the Asset Explorer. If files exceed the limit, they will not load automatically and the user will need to manually choose the View File option from the right-click menu of the file in the Asset Explorer. This first image shows a file attachment preview of a file below the size requirements; the second image shows a file attachment preview of a file above the size requirements. (07/07/2014) To set a file attachment preview size limit, please contact an ACTS Administrator. Page 7 ACTS 5.9 Release Notes

Attributes Added a Read Only column to the Attribute Type Code Maintenance table; this allows the user to view attributes, but not edit them. (04/20/2014) Added Expand All and Collapse All right-click menu options to all Attribute Tabs (06/19/2014) Page 8 ACTS 5.9 Release Notes

Batch Job, Data Import, Data Export Changed "Logging Level" label to "Report Logging Level"; Changed "Log Changes" label to "Log Data Changes" in Batch Job, Data Export, and Data Import (05/07/2014) Added "Every X Months" and "Every X Days" Frequency options to Batch Job, Data Export, and Data Import (06/04/2014) Bulk Delete Workorders Added a Bulk Delete Workorder (Administrative) Tool to delete a large number of workorders at once. (07/02/2014) Please contact an ACTS Administrator to have workorders deleted in bulk. Bulk Facility-Person Associations Added the Bulk Facility-Person Associations tool (Tools Utilities Change Data Records Bulk Facility- Person Association). This is used update associations of a person to all facilities by area, portfolio, or counties. (02/23/2014) Note: A facility_person_default table has also been added to log associations in order to use a batch job to persist associations to newly added facilities. Contact an ACTS Administrator to Page 9 ACTS 5.9 Release Notes

enable storage with this table via an application setting. Updated the facility_person_default table to only write associations (not expirations or deletions). (This is the table used to log associations in order to use batch jobs to persist associations to newly added facilities) (04/15/2014) Updated the Bulk Reassignment Tool to exclude inactive association items from the reassignment list (05/19/2014) Page 10 ACTS 5.9 Release Notes

Compound Increased the Compound Name textbox from 100 characters to 250 characters in the Compound window (07/20/2014) Page 11 ACTS 5.9 Release Notes

Data Imports The following additions have been made to imports: Data Import Analysis Compound Analysis Data Validation Import Document Generator Equipment Equipment Schedule Facility Facility Compound Facility Schedule File Attachment Import File Attachment (Files Only) Import Form Question Operational Data Portfolio Equipment Portfolio Facility Requirement Import Test Data Vendor (and attributes) XML Modification Added support for analysis_compound_comments:compound_id;unit_id and analysis_value_comments:analysis_value_name;unit_id New data import New data import Added support for area_id in Document Generator for Email data import and data export. Added active_date_default option. When no active date is provided for equipment, changed to default to first use facility active date, then the first day of the current year. New data import Added active_date_default option Added new columns New data import Updated to support workorder_id and workorder_ei New data import. Can be used with no mapping file where we want to import all files in a folder New data import Updated to allow changing the active date when an external identifier is given Created support for the 15-Minute datetime_range to set the inactive dates to 14:59 after the active dates New data import Added portfolio_ei to data import New data import Added portfolio_ei to data import Updated to support updating of equipment-requirement links Added test_data_ei New data import Enhanced SplitLargefiles logic to work with XML Adjusted to support XML Record Keywords with attributes Added option to dynamically split large files into smaller ones prior to import, so that a job can be stopped mid-way, without having to restart from the beginning Added File Attachment data export where the filename can be set in the SQL Added various modifiers to ignore data rows in data imports ; added logging for ignore modifiers Page 12 ACTS 5.9 Release Notes

for the Report Logging Level of Everything Added external_identifier to the Outbox table and added support to Email Import Add the ability to set the Document Generator file name in the SQL for export Defaulted the last_start_date and last_end_date to today, so they don t run immediately Added more logging to DocGen data exports to log each file creation (Set to log with level = HIGH) Suppressed DocGen dialog box on exports Data Query Created Data Query tool and Query Delivery (03/09/2014) (Tools Data Query). It functions similarly to Reports, but has a few differences. The chart below highlights the differences: Report Formatted Designed for printing or PDF Good for small result sets Should rarely change once created Query Unformatted (i.e. tabular list of data) Designed for on-screen display or export to Text file or Excel Good for larger result sets Can be used for what if scenarios Page 13 ACTS 5.9 Release Notes

Query Delivery was also added, which functions similarly to Report Delivery. Added Save Data As menu item to the File menu to export query data (05/08/2014) Page 14 ACTS 5.9 Release Notes

Data Validation Added the Data Validation tool (Tools Data Validation). This tool runs SQL queries that may return rows of data meeting (or not meeting) certain conditions (i.e., engines without a horsepower). The user may right-click on the data rows and edit assets from this window. (02/06/2014) Note: Contact an ACTS administrator to add data validation queries. Delete Incomplete Tasks Made the Delete Incomplete Tasks window larger. (3/26/2014) Page 15 ACTS 5.9 Release Notes

Document Generator Changed the Document Generator to not automatically load data when changing the facility/equipment/portfolio dropdown selections. Now, the "Refresh Data" button must be pressed to load the data. (06/05/2014) Page 16 ACTS 5.9 Release Notes

Equipment Adjusted containment calculation to sum equalized tanks for Largest Displacement variable (treats like a single tank, similar to how the Largest Capacity variable works). (04/21/2014) Added support for "Yes/No/Unknown" radio-button data type for Double Walled/Double Bottomed?, Elevated?, and Equalized? tank equipment attributes (previously "Y/N Checkbox") used for containment calculations (06/04/2014) Added Active and Inactive Dates to the Calculation Table (in Code Maintenance), so that only active calculations will be available in the dropdown of the Emission Calculation tab. By default, all existing calculation Active Dates have been set to 01/01/2000 in the Calculation Table. (06/17/2014) Updated recalculation on save to ignore designated operation types. (03/03/2014) Note: Contact an ACTS Administrator to enable an application setting with designated operation_type_ids to exclude. Updated emission calculations to account for the Equipment Association Active Dates in calculations in the Page 17 ACTS 5.9 Release Notes

Equipment window (07/14/2014) Updated Emission Factor tab data rows to include defaulted Comments text when loading defaults in the Equipment window (07/14/2014) Added new filter/modifier for emission factors to optionally ignore emission factor constants (exclude_constants=yes) in emission calculations (07/22/2014) Added an E&P tank import tool to the Emission Factor tab in the Equipment window. When the Tank equipment type is selected in the equipment record, the user may right-click in the Emission Factor tab and select Import Data from E&P Tanks, then select an E&P file for importing emission factors (08/13/2014) Page 18 ACTS 5.9 Release Notes

Equipment Transfer Added option to have the Copy active equipment association checkbox checked by default. (03/09/2014) Note: Contact an ACTS Administrator to enable/disable an application setting to control this default. File Attachment Added the ability to associate file attachment records to vendors, using the Vendor Association tab in the File Attachment window (07/22/2014) Form Added an Available in Remote checkbox to control which forms are synchronized with ACTS Remote. Page 19 ACTS 5.9 Release Notes

(03/09/2014) Updated long text and dropdown fields to expand to full width when no comments are collected in Forms (e.g., inspections, audits) (07/17/2014) Updated the Form Question Code Maintenance table, so that Allow Comments columns are unchecked for new data rows, by default (08/09/2014) Form Delete Created a Form Delete tool to delete forms in bulk (06/05/2014). Please contact an ACTS Administrator to bulk delete forms. Page 20 ACTS 5.9 Release Notes

Operation Added an Invalid Indicator for operational data. This is used to show when data has been imported that does not fit properly into the operation columns (i.e., if the imported data is text instead of a number value). (03/09/2014) Person Allowed saving of duplicate facility-person associations to a Person record (06/03/2014) Portfolio Updated the Value field on the Smart Portfolio tab to allow for up to 4,000 characters, so users can enter larger custom SQL statements to define criteria (03/09/2014) Page 21 ACTS 5.9 Release Notes

Projects Added the Correspondence tab to the Projects window (03/30/2014) Regulation Updated Requirement Limit tab to limit the Requirement dropdown list to only show Limit/Standard, Test, Page 22 ACTS 5.9 Release Notes

and Sampling requirements (requirement_type_id 5, 7, 13) (03/17/2014) Added Facility Requirement Associations. (03/17/2014) Added requirement limit templates. The requirement limit templates may be created in Code Maintenance using the Limit Template Type and Limit Template tables. When the user is in the Requirement Limit tab of the Regulation Window, they may right-click, then select Import Limits from a Template from the context menu.from there, they may select a template type and requirement limits will be loaded into the tab. (04/07/2014) Page 23 ACTS 5.9 Release Notes

Added option to disable task generation when equipment isn t associated to a requirement. Previously, one task was generated for each associated piece of equipment; when equipment was not associated, one task was generated for each associated facility. This option disables task generation to facilities, when equipment associations are not present. (07/14/2014) To enable this regulation requirement setting, please contact an ACTS administrator. Updated requirement limit logic, so there may be two limits for the same compound with the same active date to allow for threshold requirement limit values (07/28/2014) Regulation Synchronization The Regulation Synchronization (RegSync) module uses SQL statements with logical conditions to determine if a piece of equipment is applicable to a list of requirements. If it is applicable to one or more requirements, a right-click context menu may be used to automatically associate the equipment to the list of requirements. Previously, if the association already existed, the RegSync module would create another identical association. Now, ACTS first determines if an active association exists. If it does exist, it won t create another one. Conversely, if the conditions were such that a piece of equipment should not be associated with a requirement, but it was, previously nothing would happen and the association would remain unchanged. Now, if equipment is not supposed to be associated, but it is, RegSync will remove that association. Page 24 ACTS 5.9 Release Notes

(06/24/2014) When adding new associations, the active date will be the current date, unless an association_active_date column exists. Report Updated the Equipment Detail report to include a containment calculations section for equipment_type_id=30 only. Page 25 ACTS 5.9 Release Notes

Security Added the following new security functions (11/08/2013-02/27/2014) Security Function Release Event Edit Release Event - View Release Event - Administration Data Validation Data Query - Administration Data Query Non-Mapped Data Import Analysis Spreadsheet Import Audit Spreadsheet Import Attendance Spreadsheet Import Data-Mapped Spreadsheet Import Description Allows editing of the data in the Release Event window Allows viewing of the data in the Release Event window Allows access to the administrative areas of the Rlease Event screen (i.e. editing someone else s events). Allows ability to view data that does not pass validation. Allows access to the administrative areas of the Data Query window (i.e. open/editing someone else's queries). Allows ability to build and run data queries. Allows ability to import non-mapped data files into ACTS. Allows ability to import analysis spreadsheet files into ACTS. Allows ability to import audit spreadsheet files into ACTS. Allows importing of course attendance spreadsheet files into ACTS. Allows ability to import data-mapped spreadsheet files into ACTS. Task Added the Requirement Category column to the task list for sorting. (03/25/2014) Page 26 ACTS 5.9 Release Notes