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Release Notes

2.4​

Cortex Archive For Cherwell​

  • Added the ability to save & edit searches that contain full-text search terms
  • Added the ability to rename and delete Cortex saved searches
  • Added admin-only button for displaying the database query used for any Cherwell results grid, to aid in troubleshooting query issues
  • Added a new page under the Structure menu for viewing Cherwell Security Group configurations (Also contains a UI for visualizing additional security group filters for various business objects)
  • Adds a configurable setting for whether SAML authentication redirect should occur automatically
  • Added the ability to (optionally) configure License details directly within the Cortex UI. License keys can be imported as a file via the settings UI as well.
  • Added the ability to (optionally) configure Authentication details within Cortex
  • Added a warning to the home screen when full-text search is not installed in the database & now prevents the user from attempting to run a full-text search while it’s not installed
  • Fixed: Editing a search doesn’t set the business object selector to the right business object for the search
  • Fixed: Users unable to load “Unassociated” OneSteps
  • Fixed: Error when sending email via IMAP for mailboxes with usernames in domain\username format
  • Fixed: Error when a user tries following a direct link to a ticket that they don’t have permissions to view

Cortex Automate​

  • Data Sources
    • Added support for MySQL and MariaDb databases
    • Added a new integration with InvGate ITSM
    • Updated custom API data source option with ability to map custom API endpoints as tables that can be acted on in Cortex
    • Updated Halo integration with support for Users and CIs/Asset tables, improved field ID mapping for running Cortex Actions
    • Added ability to Export & Import Data Source configurations from a file
    • Added ability to run Export Data / Migration actions in the background
    • Added Ivanti Neurons Data Source / Integration
  • Cortex Actions & Automation
    • Added Query LLM Action type for integrating Large Language Models into Cortex Actions
    • Added new Cortex API methods for calling Cortex Actions via the API
    • Added Expression operators for Contains, Empty, Not Empty, and Doesn’t Contain operators for condition expressions
    • Added Data Source-specific Actions, a new capability for data sources to provide built-in, pre-built actions and integrations that can be called with parameters
    • Added support for storing and referencing Stored Values, persistent values stored in the database, across Cortex Actions and mail monitoring actions
    • Added ability to select various special system functions for Current Login ID, Current Date Time, Current Date, Current Time, Current Record As JSON
    • Added Modifier for “JSON Node”, which gets the value of a specified key from a JSON object
    • Added Modifier for “JSON Array Ops”, which expects a JSON array as input and provides sub-operators for selecting an item in the array. Current options are ‘First’, ‘Last’, ‘Where Key Has Value’ (Select the item that contains a property with a specific value), ‘GetItemFromDictionary’ (Select an item as a value from a dictionary where the item has a matching key)
    • Added a new “Stop Processing” action type that will stop all processing on a group of records, or trigger the ‘On Failure’ action if run from an email monitor.
  • Miscellaneous
    • Added the ability to create and edit multiple Cortex dashboards

Common User Interface & Experience Improvements​

  • Enhanced visibility and display of various system settings checkboxes, making them easier to see on low-contrast and high resolution displays
  • Updated logging functionality to allow enabling/disabling the option to store Cortex Log messages in the database, without requiring an app restart
  • Added a “Health Check” page under the Utilities menu that can measure database latency for the Cherwell, Cortex, and externally connected databases
  • Added a new Security Group / permissioning system for Cortex-specific features

2.3​

Cortex Archive for Cherwell​

  • Created an embed UI for showing historical Cortex data in GLPI, Halo, and ServiceNow (licensed separately)
  • (Experimental) Support for rendering basic Cherwell dashboards used for navigation (not all widget types currently supported)
  • Fixed: Banners and text didn't support left/right text alignments
  • Fixed: Ownership clauses within Cherwell security group business object rights filters caused certain searches to display an error.

Cortex Automate/Integrate (including Email Monitor)​

  • Email Monitor
    • Trust SSL Certificate option for IMAP connections
    • Various backend improvements to email matching logic
    • Added support for uploading Attachments when creating tickets in Halo and GLPI via the Cortex Email Monitor
    • Added HTML email body to the View Mail Message screen (in addition to the plain text body)
    • Fixed: HTML content was not always being recognized in incoming emails, resulting in only plaintext content being sent for the created ticket in external systems
  • Data Sources
    • Created a Data Source connector for GLPI
    • Added the ability for end-users to browse the data within various tables of connected Data Sources
    • Added support for viewing attachments on a Halo or GLPI record when viewing them via the Quick View screen when browsing data sources
    • Added the ability to define and execute a custom search with filters against a connected data source (i.e Halo, GLPI, etc)
    • Added a read-only LDAP data source connector (Experimental)
    • Added support for Users and Assets in the Halo Data Source connector
  • Actions
    • Added a new Cortex Action type for manually refreshing a Data Source's auth token
    • Added 'Remove' (matching text) modifier when entering data in Cortex Actions, anywhere where Modifiers are supported
    • "Create a Record" Cortex Actions now save the created record's ID as a variable for use in subsequent steps
    • Fixed: "Log Output" actions would not always evaluate variables
  • Miscellaneous
    • Initial implementation to support Dashboard Widgets that query for data from a Data Source using a search and display a count or bar chart (full feature coming soon!)
    • Fixed: Cortex would not start properly on blank or Platform-only SQLite databases

Common​

  • Fixed: Some older licenses did not work with certain versions of Cortex
  • General Security Enhancements
  • General Stability and Performance Improvements

2.2​

Cortex for Cherwell​

  • Ability to select Related Items' Fields from search filters (e.g. Specifics when searching Incidents)
  • Include related items marked as enabled for search when doing full text search
  • Update language around "Include Supporting Business Objects" when choosing object to search
  • Implement missing System Functions: “CurrentLoginID” and “ServerDateTime”
  • Additional troubleshooting tools for Relationships and Form Arrangements (Cherwell)
  • Organize One-Step Viewer similar to Cherwell "Manager" UI
  • Fixed: Attachments menu doesn't populate when browsing to record by PublicID
  • Fixed: When using Windows Auth, user to security group mapping does not pull email from UserInfo
  • Fixed: References to fields on group members not on group leader can't be found
  • Fixed: Completely New Users Unable To Open Export Data Dialog

Cortex Mail Monitor / Integration Platform​

  • Mail Processing
    • Email message (conversation) threading
  • Data Sources
    • Import CSV into a table
    • Use Halo API's paging parameters to get all data
    • Update Platform data source wrapper to convert HTML values to plaintext if no plaintext value sent
    • MS SQL Server Data Source
    • Ability To Treat Mailboxes As Data Sources
    • Quick View for Datasource records
  • Cortex Actions
    • Add Cortex Action for Call a Web Service
    • Run a Cortex Action for the current record
    • Option to re-run a cortex action multiple times
    • Support "pre" and "post" steps that run once before and after all records are processed by a Cortex Action
    • Cortex Actions: Output Results To Log
    • Cortex Actions: General UI/UX Improvements (2.2)
    • Fixed: URL Parameters for API Data Source / web service actions do not appear to get honored
    • Fixed: Variables with blank values do not get replaced in Actions
    • Fixed: Certain variables are not correctly replaced in Cortex Actions
  • Platform Business Objects
    • “New" link at top of Platform Business Object Form To Create New Record
    • Create a new platform table with the schema from another data source
    • Show a multiline text control for long text fields on Platform Business Objects
    • Automatically generate a Grid or Form for Platform Business Objects (when needed) if none is defined.
    • Cortex Grid > Order By field selection
    • Allow a field to use a simple dropdown of values

General​

  • Custom Unhandled Exception Error Popup
  • Fixed: Some links in Nav Menu don't work when hosted in IIS

2.1​

Cortex for Cherwell​

  • Added a viewer for Email and Event Monitor configurations
  • Added a "Rich Text Zoom" button next to rich text fields (like Cherwell had)
  • Added a utility that will export all attachments from a Cherwell database
  • Added support for the “AssociatedFieldValue” function
  • Added a popup for Related Item Pickers to show the related record
  • Added support for many user-related system functions
  • Changed forma arrangement grids to show related items in a popup rather than navigating
  • Fixed issue where related items with security group filters would fail to load
  • Fixed issue where SAML authentication wasn’t redirecting properly
  • Fixed issue where certain plain text fields wouldn’t show line breaks

Integration Platform / Mail Monitor​

  • Added Modifier: Line Containing x
  • Added support for saving data locally
  • Added HTML support for certain data sources and fields
  • Added support for running mail monitor actions against data source records
  • Added support for updating existing records (e.g. Halo tickets) from actions
  • Added support for matching ticket by one of several keywords
  • Translate full-html emails into plaintext for keyword checks
  • Improved home page when run in Mail Monitor mode

Common​

  • Added support for Windows Authentication under IIS
  • Fixed issue where navigation menu items couldn’t be collapsed

2.0​

1.7​

1.6​