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3.1.0 Release Notes

Cortex 3.1.0 builds on the foundation of 3.0.0 with a refreshed user experience, expanded AI capabilities, major ServiceNow migration improvements, and a more consistent experience across supported archive platforms.


TL;DR

  • Refreshed user experience across most areas of Cortex.
  • Added AI-powered search with support for Bring Your Own Model (BYOM) and OpenAI-compatible providers.
  • Significant ServiceNow performance, migration, and archive improvements.
  • Expanded migration capabilities, including related items, attachments, and value translations.
  • New REST API endpoints for accessing archive data.
  • Unified the search experience across supported archive types.
  • Expanded Cherwell search, administration, and rendering capabilities.
  • Improved security, administration, configuration, and overall platform performance.

The Full Story

User Experience & Platform Improvements

  • Refreshed the user experience across much of Cortex with updates to navigation, layouts, and overall usability.
  • Added the ability to view preserved HTML emails directly from Journal Mail History records.
  • Added a dedicated interface for browsing system emails stored in the Trebuchet Mail table.
  • Added loading indicators when testing Data Source connections.
  • Improved license status refresh behavior after license updates.

Cortex continues expanding its AI capabilities with greater flexibility and a more consistent search experience.

  • Added AI-powered search for Cherwell archives.
  • Replaced the built-in AI backend with a Bring Your Own Model (BYOM) architecture supporting OpenAI-compatible providers.
  • Introduced a new unified search experience that provides a consistent search builder across supported archive types.
  • Added an ‘In List**’** search operator, allowing searches against multiple values simultaneously.
  • Relationship names are now displayed while building searches with related field filters, making related-field selection easier to understand.

ServiceNow Enhancements

ServiceNow archives received significant performance and migration improvements.

  • Improved archive performance and relationship handling.
  • Enhanced form rendering and table selection experience.
  • Added recommendations for generating optimal database indexes.
  • Improved archive synchronization and migration performance.
  • Expanded support for migrating related records, attachments, and data into external systems, including Halo.
  • Improved field validation during Halo migrations.

Migration Improvements

Migration capabilities continue to expand across supported platforms.

  • Added a new ‘Translations’ feature for mapping lookup values between systems during migrations.
  • Added support for migrating related items between systems.
  • Improved attachment migration support.
  • Expanded migration capabilities for ServiceNow archives and external platforms.

Administration & Configuration

Administrators now have greater visibility and control over Cortex configuration and security.

  • Added more granular Cortex administrator permissions for Security Groups.
  • Added REST API endpoints for retrieving archive table and related-item data.
  • Added warnings when editing Data Sources managed through the Installer or Cortex System Manager.
  • Cortex Installer now automatically configures recommended IIS performance settings.
  • Added configuration support for SAML Certificate Validation Mode within Cortex System Manager.

Cherwell Improvements

Cherwell archives received substantial enhancements across search, rendering, administration, and performance.

Search & Navigation

  • Added optional support for Group Business Objects in Search and Browse (off by default).
  • Added configurable banners for Cherwell Home and Search pages.
  • Added the ability to blacklist Business Objects from Browse and Search.
  • Added the ability to hide the Structure navigation section.
  • Added Lifecycle State support in grids, saved searches, and Cortex searches.
  • Updated One Step Viewer to display a View button instead of Run.

Forms & Rendering

  • Added support for Cherwell XML modifiers.
  • Improved form rendering stability and relationship handling.
  • Fixed multiple issues affecting form arrangements, grids, One Steps, and saved searches.

Performance & Administration

  • Improved Cherwell data source and navigation loading performance.
  • Enhanced Relationship Definition details within the Cherwell Database Inspector.
  • Added the ability to override default Security Group assignments for new users.
  • Improved error messaging for corrupted or incomplete database restores.

Reliability & Platform Improvements

  • Fixed an issue where Cortex Actions were not automatically filtered based on the currently selected table for Platform tables.
  • Fixed navigation updates when switching between archive data sources.
  • Improved support for Empty/Not Empty filters in Ivanti Neurons archives.
  • Fixed data access behavior for expired licenses that remained valid for the installed Cortex version.
  • Added numerous performance improvements, stability fixes, and usability enhancements throughout the platform.

Download Cortex 2.7 from: https://releases.synapsesoftware.com/Cortex/v2.7.0