February 17, 2019 – Patch

Bug Fixes and Enhancements

  • Fixed issue where cloned API Factory jobs may require a purge and re-enablement to take effect
  • Fixed issue where Job Attributes pop-up clears the task configuration upon exiting when there are more than 100 unused attributes in the job
  • Fixed issue where Marketo exports may encounter UTF-8 encoding issues
  • Fixed issue where simultaneous exports may result in bot / job status of “Job did not trigger or was lost during an unexpected internal clean up” even after successfully exporting
  • Fixed issue where Contact Information Parsing task does not allow returning the sub-premise (suite or apt numbers) attribute when using Google Places
  • Fixed issue where RDS MySQL credentials are invalidated erroneously

February 10, 2019 – Patch

Bug Fixes and Enhancements

  • Fixed issue where Salesforce imports where fields that are no longer available in Salesforce but configured in Openprise are causing import failures
  • Fixed issue where Infer Value task template may fail when the match criteria is matching whole numbers or real numbers
  • Fixed issue where D&B enrichment may fail if there are 20 consecutive records that did not find a match in D&B based on the criteria sent
  • Fixed issue where import fails when importing exponential formatted numbers (ie 1.92E+04) when configured to use whole numbers

February 8, 2019 – Openprise 2019 Release 1

New Features and Enhancements

  • Beta Release of Virtual Data Integrator
    • Virtual Data Integrator (VDI) is a chrome browser extension that works with the API Factory to enable a user to interact with any browser based application. Here are 2 primary use cases:
      • Display in the VDI data from other parts of the application or other systems in context of the application page being viewed. For example, while viewing a Lead record in Salesforce, display the SFDC account matched to the lead record, account owner, current opportunities, as well as other data from the help desk or financial system that are matched to the Lead or the associated Account, all without having those data being persisted in SFDC
      • Dynamically fetch enrichment or validation from any Data Marketplace service and return the data to a web hook or to automatically populate the form. For example, while editing a Salesforce Account record, the VDI can perform a match against Dun & Bradstreet to display matched companies and even automatically insert the D&B data into the form
  • GDPR Data Deletion
    • Given a list of emails, this feature allows you to remove any record in Openprise that has the email in the record even if the email is not in the email field itself
  • New Salesforce Objects Support
    • Support for the Salesforce Case, Account Contact Role, Opportunity Contact Role, and Campaign Influence objects has been added
  • New Task Templates
    • SFDC Manage Account Contact Role task template to enable creating, updating, or removing account contact roles in Salesforce
    • SFDC Manage Opportunity Contact Role task template to enable creating, updating or removing opportunity contact roles in Salesforce
    • Date calculation task to enable calculating elapse time between 2 date fields or calculate a new date based on an existing date field and a offset
    • Simple math task to enable simple math calculations (e.g. addition, subtraction, multiplication and division) between 2 whole number or real number fields
  • API Factory Enhancements
    • API-enabled Jobs can now process multiple requests at the same time instead of being restricted to 1 request at any given time
    • Additional task templates are now allowed in an API-enabled Job
  • New UI Elements
    • Openprise UI is updated page by page – for a preview of what the future would look like, check out the Admin pages.
  • Other Enhancements Worth Mentioning
    • CSV data sources can now import CSV files 1 at a time
    • Data sources can now push attributes to Jobs in bulk from the map screen – particularly useful when adding new attributes to a data source used by many jobs as the input data source
    • You can set access expiration dates for any user in the system – particularly for the Support Administrator user
    • Support for Percona databases and MySQL databases (only AWS RDS MySQL servers was supported before)
    • New and improved UI for managing job attributes
    • CSV data sources can now choose the delimiter – particularly useful for tab separated values or pipe character separated values
    • Text translation task now returns the detected language if the auto-detect was selected for the source language

Bug Fixes

  • Fixed issue with import when some records have fields that have too much data in them such as notes or description fields
  • Fixed issue with Search and Replace task where the search string cannot have leading or trailing spaces
  • Fixed issue with Eloqua export when only updating email address field
  • Fixed issue with Job run reports where the report is not showing the start time of the job while it is still running
  • Fixed issue with Concatenate task when using fields that have special characters in their field names
  • Fixed issue with Pie chart analytics where some charts show a pie slice with label of 0

December 17, 2018 – Patch

Bug Fixes and Enhancements

  • Fixed issue with Lead-to-Account Matching and Extract Domain task when the domain input attribute has a value with the pattern of @acme.com or @acme.com/test?q=1234

December 16, 2018 – Patch

Bug Fixes and Enhancements

  • Fixed issue with Redshift data exports where the AWS region is specifically us-east-1
  • Fixed issue with RDS MySQL data export where boolean and date attributes are not formatted correctly when there are more than 50 attributes exported
  • Fixed issue where the user preferences for number of rows to view is not used in the analytics data table and filter data tables
  • Enhanced Company Cleanup task to allow removing
  • Enhanced Email Cleanup task to blank out obvious undeliverable emails such as emails without user identification (ie @acme.com)

November 18, 2018 – Patch

Bug Fixes and Enhancements

  • Fixed issue with RDS MySQL data source connector when importing from a database schema with a hyphen character
  • Fixed issue in Export: Add/Update task for Marketo data targets where records to export are not first validated under certain circumstances
  • Enhanced ZoomInfo data service to allow choosing the attributes to retrieve from ZoomInfo
  • Published new Australian Metro Areas Open Data as well as updates to many other Open Data sources

October 28, 2018 – Patch

Bug Fixes and Enhancements

  • Added compatibility for D&B initiative for TLSv1.2 only API connections
  • Fixed issue with Upload File task when uploading to SFTP data target
  • Fixed issue where some special characters are not honored in Remove Junk task
  • Fixed issue where Search and Replace task is not matching on whole words
  • Enhanced Search and Replace task to allow replacing with spaces using Replace with text option
  • Enhanced API Factory feature to support receiving null values and also better format translation of date and boolean attributes

October 13, 2018 – Patch

Bug Fixes and Enhancements

  • Regular maintenance of system databases and servers

September 30, 2018 – Patch

Bug Fixes and Enhancements

  • Added additional dedicated resources for imports/exports, along with routing logic to coordinate these additional resources.  This should improve the overall import/export experience.

September 26, 2018 – Patch

Bug Fixes

  • Fixed issue with import / export server that reduce its resource consumption and the rate of retries with some target systems.

September 22, 2018 – Patch

New Features and Enhancements

  • Enhanced Bots to enable Purge with Filter functionality to purge select records from Data Sources in a scheduled manner.
  • Enhanced Bots Detail UI to provide more room to the actual steps configuration.
  • Enhanced ZoomInfo data service to return additional attributes such as local address.
  • Enhanced Contact Information Parsing task to optimize Google Places API calls based on the new Google Places API pricing.
  • Enhanced Heat map analytics chart to enable custom scales.
  • Enhanced analytics charts that is date based to use any date in the data source instead of only the primary timestamp. For example, a time series chart based on Updated date instead of only Created Date.
  • Enhanced Simple Normalization and Append task templates to support additional match methods.
  • Enhanced Orb Intelligence data service to support the new match and fetch APIs with fuzzy matching provided by Orb Intelligence.
  • New Concatenate Attributes task template that can concatenate attributes and text literals as the value of a new or existing attribute.
  • New Acxiom data service available in the Data Marketplace.

Bug Fixes

  • Fixed issue where ZoomInfo data service’s authentication credentials expire during job execution and is not refreshed.
  • Fixed issue where users cannot pick and choose the Visitor Activity Types in Pardot Visitor Activity data source configuration.
  • Fixed Change Text Capitalization task to always keep the word capitalized after a hyphen even in camel case specifically. For example, Mary-Jane will continue to be Mary-Jane instead of Mary-jane after using camel casing.
  • Fixed issue where Deduplication and merge task treats deduplication criteria of exact match with 0 (zero) in whole number attributes as ignored and do not find duplicates.
  • Fixed issue where Date attributes are not exported correctly to SFDC when more than 50 attributes are mapped in the export task.
  • Added internal import retries for Marketo when encountering ECONNRESET errors from network peers.
  • Increased SFDC import polling time for SFDC systems with slower responses. For example, sandboxes or systems with lots of attributes or massive data in attributes.

August 25, 2018 – Patch

New Features and Enhancements

  • Enhanced Bots to enable retry of Bots from any failed data source import step.
  • Enhanced Data Source imports for SFDC and Marketo to include internal retries when encountering connection resets and other recoverable failures.
  • Enhanced platform to provide additional storage and processing scalability.
  • New published Open data “Reference – Europe Metro Areas” that contains the metro area categorization for 12 countries.

Bug Fixes

  • Fixed issue where De-duplication and merge task’s record survival logic cannot save criteria using relative time comparisons.
  • Fixed issue where ZoomInfo data service’s authentication credentials expire due to invalidation after job execution.
  • Fixed issue where subsequent imports on RDS MySQL Connector is appending new records only instead of updating records based on unique identifier attribute.
  • Fixed issue where Marketo import fails when there are large gaps in Marketo activities (typically in sandbox environments).
  • Fixed issue where exporting date/time attributes to Marketo result in truncation of the time elements.
  • Fixed issue where Eloqua data assessment reports may not be generated.
  • Fixed issue where NPPES (NPI Registry) Open Data has transposed attribute values such that values are in the wrong fields.

August 5, 2018 – Patch

New Features and Enhancements

  • Enhanced Amazon RDS MySQL import to ensure large imports do not timeout.
  • Enhanced performance of API Factory’s processing time.

Bug Fixes

  • Fixed issue where jobs that are API enabled cannot be exported correctly.
  • Fixed issue where some newly created phone normalization task consistently fail and stops the job and bots from executing.
  • Fixed issue where Eloqua credentials in data sources expires too frequently.

July 22, 2018 – Patch

New Features and Enhancements

  • Brazilian postal code, state, and city data are now available as an Open Data source.

Bug Fixes

  • Fixed issue that was causing intermittent issues during imports.

July 15, 2018 – Patch

Bug Fixes

  • Fixed issue that was preventing exports to Dynamics CRM
  • Fixed issue where some Bots were getting stuck during exports
  • Updated D&B connector to adjust for updates to the D&B API
  • Fixed issue where adding a date field to an existing data source failed

June 26, 2018 – Patch

Bug Fixes

  • Fixed issue that intermittently caused imports from Google Drive, Box, and FTPS sources to fail
  • Fixed issue where API factory fails on certain job configurations

June 22, 2018 – Openprise 2018 Release 2

Announcements

Openprise is proud to announce many new and exciting features in 2018 Release 2, including Timeline charts, Dynamics connector improvements, Data Marketplace integrations, and more complete data assessments for Eloqua users.

Additionally, in keeping Openprise system terminology relevant and easily understandable, some of the terminology used within Openprise will change:

  • Workflows will be called Bots
  • Pipelines will be called Jobs
  • Rules will be called Tasks

New Features and Enhancements

  • Timeline charts
    • Now available as an analytics chart type
    • Allows users to easily examine the chronology of an event series, such as a lead lifecycle
  • Dynamics 365 Online enhancements
    • Lead/contact/account merge functionality
    • Picklist and Lookup field support for lead and contact records
    • Openprise now validates the URL format provided when authenticating against a MS Dynamics data source or target
  • New Data Marketplace Integrations and Improvements:
    • Lead/Contact enrichment via the new People Data Labs connector
    • Dun & Bradstreet connector improvements
      • now allows multiple query options: match only, match and retrieve, and direct retrieval via DUNS number.
  • Eloqua enhancements
    • Data assessment functionality now available for Contact and Account Objects
    • Support for campaigns and custom objects
  • Salesforce Enhancements
    • Support for Salesforce Queues
  • Stronger record export control
    • Users can configure upper bound on the number of records exported to Salesforce and Eloqua
  • To maintain system efficiency, pipelines that have not been run for the past 30 days will now automatically be purged of the output data from their last run

Bug Fixes

  • Internal improvements to file import logic from Box, Dropbox, and FTP data sources
  • Resolved delays experienced when saving a rule after new attribute creation
  • Fixed issue where newly created pipeline attributes are not available for selection in pick lists
  • Fixed connection issue with Synthio connector
  • Fixed issue writing merged records to a manual data source
  • Fixed issue where adding interim rules in a pipeline caused the incorrect output store to appear in the rule
  • Fixed erroneous message reporting duplicate pipeline attributes
  • Ensured pipelines only have 1 single output data source when switching from debug mode to production mode

June 3, 2018 – Patch

Enhancements

  • Force password change on next login

Bug fixes

  • Fixed issue where user could not select SFDC ID and type flag attributes for import in some Marketo data sources
  • Fixed timeout issue during long running Marketo exports
  • Fixed issue where last run timestamp for internal data sources of a pipeline is missing
  • Fixed issue where some imports were not getting processed

May 20, 2018 – Patch

Enhancements

  • Enhanced heat map analytics chart such that reordering of axis values can be done in UI
  • Enhanced Dun & Bradstreet marketplace data service to support advanced matching which returns reliability score

Bug fixes

  • Fixed issue where adding a boolean attribute to an existing CSV based data source may cause errors in pipelines
  • Fixed issue where Microsoft Dynamics export may timeout due to batch size being too high
  • Fixed issue where de-duplication and merge rule does not show correct merge options for boolean attributes
  • Fixed issue where My Cataglog’s data set configuration may fail if data ownership filter rules are configured

May 11, 2018 – Patch

Bug fixes

  • Fixed issue where the GDPR Filter in the configuration screen shows up as enabled when it is actually not
  • Fixed issue where a CSV related data source import may never complete if the source system have no new updates
  • Fixed issue where some production mode pipelines’ output shows unexpected data.  This happens rarely.

April 28, 2018 – Patch

Enhancements

  • Enhanced infer value rule to allow inferring input value to reference value and also reference value to input value such that you can infer where “input value contains reference value” and “reference value contains input value”
  • Enhanced diagnostic mode conversion to production mode such that the operation completes faster, but the pipeline will be purged as the result
  • Enhanced export: add / update rule with advanced configuration to limit number of records to export

Bug fixes

  • Fixed issue where permute rule may not work in API enabled pipelines
  • Fixed issue where some pipelines can encounter cloning failures
  • Fixed issue where import may encounter issues when too many attributes are selected for import in Dynamics data sources
  • Fixed issue where the UI might jump from one rule to another when saving a rule within a pipeline

April 13, 2018 – Patch

Enhancements

  • Support for API version 8.2 of Microsoft Dynamics 365 (cloud version)

Bug fixes

  • Fixed issue where some rules fail to delete especially in pipelines with upload file rules.
  • Fixed issue where some data source have missing attribute field orders and causes some field to not import data from their respective system

April 7, 2018 – Patch

Enhancements

  • Updated open data for Reference – Phone Area Codes to add the primary local and country code with area code columns. Also, the reference data now includes Malaysia and Indonesia area codes.

Bug fixes

  • Fixed issue where the Google Translate data service may not be visible in the Translate Text rule
  • Fixed issue where some data source have missing attribute field orders and causes some field to not import data from their respective system
  • Fixed issue where downloaded data in Openprise may be missing header rows
  • Fixed issue where some pipeline runs have records dropped without any filters in the rules

March 31, 2018 – Openprise 2018 Release 1

Announcements:

Openprise is proud to announce many exciting new features in Openprise 2018 Release 1, including GDPR Privacy Controls, Microsoft Dynamics 365 Connector, and Openprise API Factory.

New Features:

  • Microsoft Dynamics 365 (cloud version) Connector
    • Import and Export Accounts, Leads, and Contacts objects for Microsoft Dynamics 365, cloud version
  • Improved Oracle Eloqua Connector
    • Eloqua custom entities are now supported for import
  • Improved Google Drive Connector
    • Google Drive v3 API version is now the supported version
  • New Openprise Data Marketplace Integrations
    • Foursquare
    • Oceanos
    • KickFire
  • Multiple Export Type Rules within One Pipeline
    • Users are no longer limited to one export type rule within a pipeline
    • Users can now further process the results of an export with other rules
  • Production vs Diagnostic Mode
    • Pipelines can now operate in Production mode, which reduces the number of outputs in the pipeline, which in turn potentially speeds up pipeline processing
  • Tag Managements and User Preferences
    • Data Sources, Data Targets, Pipelines and Workflows now support Tags, which can be used to filter in their respective UI screens
    • User preferences allow users to set up the default Tags to apply when viewing a particular UI screen and also allow users to specify the number of records to view in the Search UI
  • Pipeline Level Attribute Controls
    • Attributes are now controlled at the pipeline level and users can now remove extraneous attributes that are not used within the pipeline
    • Ability to view attribute usage within a pipeline
    • Convenient button to remove any unused attributes from the pipeline
  • GDPR Privacy Controls
    • New global controls over records that can flow out of Openprise to data vendors, target systems, and even downloads
    • Detailed control on how to identify if a record is possibly a GDPR-related record based on attributes and its values
    • Fine controls on whether certain data vendors or target systems (i.e., DPA signed with 3rd party) are exempt from GDPR controls
    • Filters in rules, search UI and analytics can now use a GDPR Filter that can differentiate EU records, Non-EU records, and Non-Deterministic records based on the GDPR Privacy Control configurations
  • New Pipelines List UI
    • Streamlined the UI to show more pipelines with more information, such as the type of input data sources and output data sources
    • Expandable pipelines to show all rules without scrolling
  • Improved Workflow Run Function
    • Workflows can now be run starting from a particular step instead of rerunning from step 1
  • Improved Pipeline and Workflow Run Report History
    • Run report history is no longer limited to 10 previous runs
    • Purge action is now listed in the run report history as well
    • Ability to dive into the rule outputs and edit rules from the pipeline run report history
  • Updated “Reference – States, Provinces, and Regions” with New Fields
  • Improved Upload File Rule
    • Advanced configuration for uploading large amounts of records into multiple files with a maximum number of records per file
  • Improved Downloads
    • Advanced configuration for downloading large amount of records into multiple files with a maximum number of records per file

Beta Features:

We are excited to release the following Beta features and we’d like your help to try them out! Please contact us if you’re interested in these Beta features as they will need to be enabled for your environment.

  • API Factory
    • Any pipeline in Openprise can now be made into a REST API that allows users to call from Marketo (as webhooks), SFDC (as triggers), product code, or any system that can make REST API calls such that the results of the pipeline run can be returned to these system based on the input data passed in the call.
    • API Documentation that shows sample request and response is available for any API enabled pipelines
    • Example use case:
      • For any new Marketo leads coming from a form fill, a Marketo webhook to Openprise can be part of the flow action that cleanses and enriches the form data at the time the record is added into Marketo.
  • Chrome Extension
    • An Openprise extension that allows web form interaction with API Factory enabled pipelines.
    • Example use case:
      • A salesperson looking at an SFDC lead and wants to cleanse, enrich, and map to existing accounts can do so by opening the extension on his / her browser, and in a click of a button, have the cleansed, enriched, and mapped values populated back to the lead.

February 16, 2018 – Patch

Announcements

  • Openprise is upgrading its Google Drive integration from API v2 to API v3 in the next major release, targeted at the end of Q1 2018. As a condition to the upgrade, Openprise is required by Google to obtain an additional access privilege to manage Google Drive with the same read and write capability. Actions are required to ensure Openprise operations with Google Drive continue without disruption. Please follow the instructions detailed in this page. URL: https://www.openprisetech.com/documentation/update-gdrive-access/

Bug fixes

  • Fixed issue where Lead to account mapping rule may set values in the wrong attribute type when copying attributes of boolean and date types

February 02, 2018 – Patch

Announcements

  • We have officially retired the old open data “Reference – Countries v1.0 (Do not use)”.  Please use “Reference – Countries – Multilingual” if you have any rules using the retired open data.

Enhancements

  • Search and replace rule now allows for replacing with “new line” character in addition to user entered text or “blank”
  • Updated “Reference – Countries – Multilingual” with new fields to help with efforts to identify EU records
    • Membership – blank, G20, or EU to help identify the countries that are part of EU and G20
    • Top Level Domain (TLD) – all the top level domains such as .uk to help identify countries using email domains
  • Updated “Reference – States, Provinces, and Regions” with new timezone fields

Bug fixes

  • Fixed issue where rule filters that use the “Use case sensitive search” option is not saved properly causing only case insensitive searches in rule execution
  • Fixed issue where Upload File rule sometimes do not auto-refresh access token to the target system and causes upload error

January 19, 2018 – Patch

Announcements

  • We are retiring the old open data “Reference – Countries v1.0 (Do not use)” at the end of January 2018. This open data has been in deprecation status for the last 6 months and we will be removing it at the end of the month.

Enhancements

  • Renewed the web server certificate to ensure secured connection between client browser and Openprise platform

Bug fixes

  • Fixed issue where there Upload File rule sometimes fail when uploading to Google Drive when the Google access token expires
  • Fixed issue where Get search results rule infrequently encounters “Not that kind of map” error

January 7, 2018 – Patch

Announcements

  • We are retiring the old open data “Reference – Countries v1.0 (Do not use)” at the end of January 2018. This open data has been in deprecation status for the last 6 months and we will be removing it officially now.

Enhancements

  • New open data available that lists all time zones around the world
  • Workflow cards now refresh when its execution finishes to show the latest status without a browser level hard refresh
  • Get Search Result rule now has tracking attributes in the output data source to better show status

Bug fixes

  • Fixed issue where updating records in Marketo via Export: Add/Update rule may create empty records if there are many merged records in the database
  • Fixed issue where workflows may be saved without a recurring frequency in the schedule
  • Fixed issue where data source import sometimes report error when importing Eloqua objects
  • Fixed issue where pipelines show input busy when the input data source is importing

December 10, 2017 – Patch

Enhancements

  • Under the Data navigation menu, Open Data and My Catalog are now separated into their own categories making the Data Set feature under My Catalog more accessible

Bug fixes

  • Fixed issue where Remove Junk rule may not save correctly when both these conditions are true: 1) more than 1 action is in the rule and 2) if a reference table is used to remove junk in the second action or later actions
  • Fixed issue where Append Rule does not append attributes that are new attributes in the reference data source
  • Fixed issue where the last import date on Google CSV or Google Sheets data sources is not reflecting the latest import date (even though the data is in fact imported)

November 19, 2017 – Patch

Enhancements

  • Open data updated – Countries multi-lingual now has membership data to indicate if the country is “EU” or “G20”
  • Updated a particular error message for clearer information when authenticating to data sources or data targets
  • OS level updates for production servers

Bug fixes

  • Fixed issue where text translation rule does not properly create new attributes

November 5, 2017 – Patch

Enhancements

  • Open data updated – Canada Cities and Postal Code now has County data

Bug fixes

  • Fixed issue where infer rule and simple replacement / normalization rule are not warning users when writing multiple outputs to a single-value text attribute
  • Fixed issue where pipeline runs sometime report “Error while running pipeline Read timed out” at export type rules (Marketo merge, Export: Add / Update, etc…). This occurs when internal Openprise modules’ communication result in a timeout even though the communication was successful and work was actually done.

October 23, 2017 – Patch

General

  • In-context documentation is now available for rules via the “Need Help?” link. Additional documentation at the page level will be coming soon as well.
  • Quick start guide is also now available

Enhancements

  • Total quota option available for Data Services in the Data Marketplace in addition to the refreshable quota
  • Workflows option to email administrators and cancel recurrence if failures occur during the workflow execution
  • Infer rule option to assign values in a evenly distributed (round robin equivalent) fashion
  • Cloud drive data sources now shows the filename of the file where each record is imported
  • Exporting data to Marketo will no longer be retried if 604 Request Timed Out status is received
  • Dun & Bradstreet data service is now expanded to support multiple D&B packages

Bug fixes

  • Fixed issue where special control characters causes import to bring in partial data
  • Fixed issue where word parsing rule does not parse correctly if delimiter is a special character
  • Fixed issue where de-duplication and merge rule errors if the minimum length for fuzzy matching option is changed from its default
  • Fixed issue where de-duplication and merge rule errors if an input filter results in no records to process
  • Fixed issue where change attribute type rule is not converting whole numbers or real numbers to string values properly
  • Fixed issue where certain filter options are not observed for export type rules