Version: 3.0

3.0 Release Notes

Redesigned navigation and home experience for easier access across archive systems
Cortex now supports multiple Cherwell, ServiceNow, Neurons, and Jira archives simultaneously
New installer improvements, including automated SQL Server provisioning and enhanced upgrade handling
Expanded database support, now including Postgres across multiple integrations
Improved user management, security configuration, and SAML/SCIM support
Enhanced search, form rendering, and archive browsing experiences for ServiceNow, Neurons, and Jira
Expanded data migration capabilities across all supported archive systems
Improved system resilience, performance, and error handling

Redesigned navigation menu for improved structure and usability
Cortex now supports connecting to multiple archive systems simultaneously (Cherwell, ServiceNow, Neurons, Jira) without previous limitations
New dynamic home screen experience based on connected systems:
- Guided setup screen when no archives are connected
- Direct archive landing when a single system is connected
- Multi-system card view when multiple archives are available

Added optional automatic SQL provisioning and Cortex database creation during install
Improved support for upgrading custom installation directories and app pool configurations
Added option to use the same SQL Server for Cortex and Archive databases to simplify setup
Improved installer validation, messaging, and troubleshooting:
- Better handling of Windows service account connection tests
- Improved detection of missing WebSockets installation
- Improved antivirus interference messaging
- Warning when database is read-only
Fixed configuration issues where placeholders were omitted from appsettings.json
Enforced password change for default cortex.admin user during first-time setup

Added HMAC authentication support for embedding Cortex in external applications
Added SAML SCIM support and improved SAML configuration UI in Cortex System Manager
Introduced a new dialog for managing user roles and security group assignments across systems
Improved UI for managing data-source-specific permissions within security groups
Enhanced Cortex User Management screen usability
Additional security improvements across authentication and platform components

Added support for connecting to any Postgres database
Expanded ServiceNow archive support with improved rendering and Postgres compatibility
Added full text search support across Neurons, ServiceNow, and Jira archives
Added support for configuring full text search language codes across archive systems
Fixed an intermittent issue affecting search functionality in Jira Data Center archives
Improved database engine handling and resilience to SQL Server connection interruptions

Improved UI for building saved searches across Neurons, Jira, and ServiceNow
Added ability to filter available business objects in search and browse screens
Improved form, grid, and related item rendering across platforms, including Neurons and ServiceNow
Added support for additional Cherwell form controls, including Lifecycle Progress Indicator and Related Item Viewer
Added print-view UI for ServiceNow archives
Improved Neurons-specific UX, including better handling of “No Workspaces Found” scenarios

Expanded migration capabilities to support all connected archive systems (not just Cherwell)
Added support for storing migration configurations across multiple data sources and tables
Improved search and data handling when working with external systems
Improved Halo integration stability

Improved resilience to intermittent SQL Server connection timeouts
Added user-friendly error messaging for database connectivity issues
Added warnings for missing permissions or empty datasets (e.g., no visible tables)
Updated application favicon with the new Cortex logo
Improved platform form editor experience
Fixed an issue where the setting to apply custom login screen ‘help’ text was not being shown

When you upgrade an existing environment to v3.0.0, plan for these one-time admin tasks under Admin → System Settings → Maintenance.

All customers will need to run a maintenance task to migrate existing Cortex saved searches for their connected archive to be stored in a newly created table.
Cherwell Archive users will need to run an action to move any Cherwell-specific system settings to be stored on the Cherwell Data Source record instead of the general system settings table.

Please refer to the documentation at https://docs.synapsesoftware.com for more information regarding these upgrade steps.