Release Notes

Metastorm BPM
Version 9.0 SR1

Release Notes
April 2010
Metastorm Inc.
email: inquiries@metastorm.com
http://www.metastorm.com
Metastorm BPM Version 9.0 SR1
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Page ii April 2010 © Metastorm Inc., 2010

Contents
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The information in this document is subject to change without notice.
Metastorm Inc.
email: inquiries@metastorm.com
http://www.metastorm.com
Metastorm BPM Version 9.0 SR1 April 2010 Page iii


Release Notes
Table of Contents
1 Introduction .......................................................................................................................................... 1
2 New Features ....................................................................................................................................... 2
2.1 Navigation Pane ............................................................................................................................................. 2
2.2 Custom Lists .................................................................................................................................................. 2
2.3 Enhanced Process Model Customization ..................................................................................................... 3
2.4 Enhanced Web Services Connections .......................................................................................................... 3
2.5 Simple Generation of Web Services for Process Integration ...................................................................... 3
2.6 Report Hyperlinks and Drilldown................................................................................................................. 3
2.7 Process Debugging ........................................................................................................................................ 3
2.8 Side-By-Side Compatibility .......................................................................................................................... 4
2.9 Support for Firefox ........................................................................................................................................ 4
2.10 Additional Client-Side Scripting Control ..................................................................................................... 4
2.11 Customizable Intellisense for Expressions ................................................................................................... 4
3 Installation Information ...................................................................................................................... 5
3.1 Installation Pre-requisites .............................................................................................................................. 5
3.1.1 AppSight............................................................................................................................................. 5
3.2 Installation ...................................................................................................................................................... 6
3.3 Post Installation .............................................................................................................................................. 7
3.4 Supported Environments ............................................................................................................................... 7
4 Process Migration ............................................................................................................................... 9
4.1 Formula Language Evaluation Support ........................................................................................................ 9
4.1.1 eFolder table query access ................................................................................................................. 9
4.1.2 %ServerName .................................................................................................................................... 9
4.1.3 %User.Input and %User.Input[n] ...................................................................................................... 9
5 Feature Changes ............................................................................................................................... 10
6 Known Limitations ............................................................................................................................ 11
6.1 Current Limitations...................................................................................................................................... 11
7 Resolved Issues ................................................................................................................................ 12
7.1 ASP.NET Web Parts ................................................................................................................................... 12
7.2 Designer ....................................................................................................................................................... 12
7.3 Deployment .................................................................................................................................................. 13
7.4 Documentation ............................................................................................................................................. 14
7.5 Engine........................................................................................................................................................... 14
7.6 MEMP .......................................................................................................................................................... 15
7.7 Migration ...................................................................................................................................................... 15
7.8 Reporting ...................................................................................................................................................... 15
7.9 Web Client ................................................................................................................................................... 15
8 Known Issues .................................................................................................................................... 17
8.1 Issues ............................................................................................................................................................ 17
8.2 Related Non-Metastorm Issues ................................................................................................................... 21
Page iv April 2010 © Metastorm Inc., 2010

Release Notes
1 INTRODUCTION
This document provides release notes for Metastorm BPM version 9.0 SR1.
The following topics are covered:
• New Features
• Installation Information
• Process Migration
• Known Limitations
• Known Issues
Metastorm BPM Version 9.0 SR1 April 2010 Page 1

2 NEW FEATURES
2.1 Navigation Pane

Service Release 1 includes a new navigational style in addition to the traditional task pane oriented
approach within the Designer environment. This new Navigation Pane improves ease of use for non-
technical users and familiarity for users of Metastorm ProVision. This may be enabled via Designer
Options - > Display -> Task Panes.
2.2 Custom Lists

Custom Lists provide a simple mechanism for creating customized role specific task or work lists. In
previous versions of Metastorm BPM, Custom Lists were defined via Administrative Forms and could
only be accessed via the Metastorm SharePoint Web Parts. Version 9 Service Release 1 includes many
enhancements to the Metastorm’s Custom List capability including:
• Faster Implementation - Custom Lists are now included as a standard capability within the
Designer which makes the design and deployment much easier and faster.
• Broader Participation – Custom Lists are now utilized by all clients including the standard
Web Client.
• Enhanced Filtering – Custom Lists now include enhanced filter capabilities allowing end
users even greater control over their task or work lists.
Page 2 April 2010 © Metastorm Inc., 2010

Release Notes
2.3 Enhanced Process Model Customization

Service Release 1 further enhances the customization capabilities of the BPM Process Model with the
ability to either hide or show the icons for Stages, Actions, and their events. This new capability allows
customers to create a more simplified process model view that is in better alignment with and more
appropriate for users of Metastorm ProVision.
2.4 Enhanced Web Services Connections

Service Release 1 provides faster and easier integration into web services with enhancements to the
Web Service Connection. When connecting to a web service, a new layer of proxy code is now created
removing the need to write code to access web services. In addition, the Web Service Connection
definition includes a new tab “Methods and Parameters” which allows the process designer to
automatically indicate which service methods should be displayed as custom formulae in the
Expression Builder or activities within the Visual Scripting environment.
2.5 Simple Generation of Web Services for Process

Integration
Originally contained within the Process Orchestrator for Web Services, the Process Activator for
Version 9 is within the core platform and is distributed as part of Service Release 1. The Process
Activator enables process specific web services to be generated using the ECL for Web Services for
easy integration from other processes or 3rd party applications.
2.6 Report Hyperlinks and Drilldown

Service Release 1 includes new functionality for the Metastorm Reports capability to allow for the
inclusion of dynamic data driven hyperlinks and inter-report navigation.
Reports now include a new Hyperlink field type. Hyperlinks can be used to initiate new processes,
open existing folders, open other reports, and open custom web pages.
When Hyperlink fields are used to call another report, data may be passed from the calling report in
order to pre-populate the report filters of the new report. Any report opened from another will
automatically include a breadcrumb link at the top of the report to allow the user to easily navigate back
to the calling report.
2.7 Process Debugging

Service Release 1 includes new integration to Visual Studio 2008. When Visual Studio is installed on
the same machine as the Designer and Process Engine a new button titled “Debug” will be available on
the “Home” ribbon. This will deploy the process and open all deployed code within Visual Studio
enabling process designers to use Visual Studios debugging capability to debug any process logic
including processes, forms, expressions, process and form event visual scripts, and server-side script
code.

2.8 Side-By-Side Compatibility

Service Release 1 introduces the new Side-by-Side compatibility for v7.6 and v9.x. This new capability
provides additional flexibility for customers with a large number of deployed processes to choose when
and how they migrate. Using this new capability, v7.6 and v9 environments can be effectively merged
to provide end users with a single user interface displaying processes and work items from both
systems. With this, customers can set up a v9 environment in parallel to their existing v7.6 one and can
begin new development in v9 while maintaining or planning migrations of processes in v7.6.
2.9 Support for Firefox

Metastorm BPM now supports the Firefox browser Version 3.5 and higher.
2.10 Additional Client-Side Scripting Control

Client-side scripting functionality has been extended with three new functions to provide additional
control and support to developing custom form behavior. The additional functions are:
• submitForm
• cancelForm
• buttonClick
2.11 Customizable Intellisense for Expressions

Intellisense is used for expressions to assist process designers in the creation of data expressions. By
default, in version 9.0, this list was restricted to provide a simple interface showing only formulae
provided by Metastorm or promoted from user defined Server-Side Scripts. Service Release 1 includes
a new option to disable this filtering allowing any .NET framework class or method to be used in
addition to the standard Metastorm core formulae.

Release Notes
3 INSTALLATION INFORMATION
3.1 Installation Pre-requisites
This installation has the following pre-requisites:
• .NET 3.5 SP1 (available in the installation Redist folder)

• .NET 3.5 SP1 ASP.NET Virtual Path Provider hotfix. This patch can be found in the
following folder:
• Redist\Microsoft .Net\V3.5 SP1\Hotfixes\KB957661.
• Visual C++ 2008 Redistributable (available in the installation Redist folder)
• AppSight (see the following section for more information)
For more information, refer to the Installation_Prerequisites.pdf
3.1.1 AppSight
The Metastorm BPM diagnostics utility (AppSight Black Box Service) is required to be installed
for the BPM Engine and Web Client. Two versions are available with version 9.0 SR1 under the
Redist\AppSight folder:
• 7.1 for Windows Server 2003 and earlier (Redist\AppSight\7.1\AppSight Black Box Service)
• 7.5.1 for Windows Server 2008 and later (Redist\AppSight\7.5.1\AppSight Black Box
Service)

Installing AppSight Black Box Service
You cannot run InstallAppSight.bat from a network location.

World Wide Web Publishing service should be stopped before installation of AppSight 7.1
version. Otherwise, the AppSight installation will not be successful.
1. To install AppSight, navigate to the appropriate folder specified above.
2. To run the silent installation, execute the ‘InstallAppSight.bat’.

Please note: For UAC enabled systems, right-click the batch file and select ‘Run as
Administrator’.
3. The installation will commence and a log file is created in the user’s %temp% folder.
Locate the InstallLog.txt and see that the install was successful, ‘ResultCode=0’.
[ResponseResult]
ResultCode=0
4. Once installed proceed to install Release 9.0 SR1.
Uninstalling AppSight Black Box Service
1. To uninstall AppSight, navigate to the appropriate folder specified above.
2. To run the silent uninstallation, execute the ‘UninstallAppSight.bat’.
For UAC enabled systems, right-click the batch file and select ‘Run as Administrator’.
3. The uninstallation will commence and a log file is created in the user’s %temp% folder.
Locate the UninstallLog.txt and see that the install was successful, ‘ResultCode=0’.
[ResponseResult]
ResultCode=0
3.2 Installation
1. Double-click the installer package MetastormBPM9.0SR1Update.exe
A Welcome to the Metastorm BPM Version 9.0 SR1 Update screen is displayed.
2. Click the Update button.
Metastorm BPM 9.0 SR1 update is installed and a Setup Wizard Completed screen is
displayed when the update is complete.
3. Click Finish to complete the upgrade.
BPMResources.resx is updated and any custom modifications made to this file need to be re-applied.
Please see Installation guide for details.

Release Notes
The Metastorm database must be updated by running the database script files. Please see
Installation guide for details.
3.3 Post Installation

• After upgrading to SR1, new Metastorm BPM components are available via Add/Remove
Programs Æ Metastorm BPM Æ Modify. These includes both the Process MetaData
Service and the Debugging Service.
• Before starting the Engine and Deployment Service after an upgrade, it is important to re-
run the SQL scripts (please note that the eActiveEngine table must be empty before
attempting this):
• For SQL Server:
• eWorkProcedures.sql
• AdminToolsProcedures.sql
• ProcessMetaDataProcedures.sql (if required)
• For Oracle:
• eWorkTypes.sql
• eWorkPackage.sql
• eWorkProcedures.sql
• ProcessMetaDataPackage.sql (if required)
• ProcessMetaDataProcedures.sql (if required)
• MBPM_ADMIN_PKG.sql
• MBPM_ADMIN_BODY.sql
• MBPM_ADMIN_SP.sql
The scripts marked ‘if required’ in the above list need to be run if you choose to install
the Process MetaData Service component, which is required for both the Office Activator
and the Process Activator.
• All previously deployed solutions will need to be redeployed. Until this is done, the
Blank Forms, Admin Forms, and Reports lists will display an error message when
accessing them from the Web Client.
3.4 Supported Environments

The supported environment for version 9.0 SR1 is similar to version 9.0 with the addition of the
following:
• Windows 7 x86 and x64
• Windows Server 2008 Standard R2 x64
• Windows Server 2008 Enterprise R2 x64

Installations running on 64-bit operating systems must use the x 86 .NET frameworks.
The following additional web browsers are supported:
• Firefox 3.5 or higher
The following additional web servers are supported:
• IIS 7.5
For more information, refer to the Supported_Environments.pdf

Release Notes
4 PROCESS MIGRATION
Metastorm BPM version 9.0 ships with a File Migration Assistant that has been developed to allow
procedures built in version 7 Designers to be converted for use in a version 9.0 Designer. During testing
the following points have been noted (Please also refer to the Migration Guide).
4.1 Formula Language Evaluation Support
4.1.1 eFolder table query access

Database queries against the eFolder table using the %Script() syntax may fail.
For example, the formula displayed below fails when used to populate a dropdown options field
within the v7 News sample procedure:
%GetData(,eFolder,\" (eMapName = \'News\') AND (eArchived <>

1)\", eCategory)
This problem only affects legacy database interaction through procedures like %GetData. In order
to correct this, the syntax should be converted into v9 syntax.
4.1.2 %ServerName
The %ServerName is always empty on v9 Engine.
4.1.3 %User.Input and %User.Input[n]

%User.Input and %User.Input[n] behavior has changed in v9. When selecting a row in a grid
field, the data returned by %User.Input contains all data from the Business Object that is bound to
the grid. In v7, only data from columns displayed in the grid is returned. Similarly, the index in
%User.Input[n] refers to the column index in the Business Object, not the visible grid control.

5 FEATURE CHANGES
The following are the feature changes to note since the Version 9 General Availability Release
(GA):
• The 'Max length' property on text fields was not being validated correctly in version 9.0.
This validation has been corrected for 9 SR1 and therefore may cause some old solutions
to fail validation. The user simply needs to adjust the value of the properties failing
validation.
• In version 9.0 the eEntryTime in the eEvent table was being recorded incorrectly for new
folders. As a result reports for folders created prior to v9 SR1 may be wrong.
• To better align with the Metastorm ProVision product, the Solution Explorer is now
known as the Inventory, the Services Explorer is now known as the Repository, and the
Business Object Explorer is know known as Data Access.
• When referencing fields on Form Segments in a client script, it is no longer necessary to

include the Form Segment name and reference. The user now just uses the field name as
in version 7.6. This change means that all fields on a Form now have to be uniquely named.
This may cause validation of existing solutions to fail.

• In version 9.0 SR1, there is a change in the library code generation implementation. As a
result, library code is now generated in the ‘Metastorm.Runtime.Models.Library1'
namespace, where ‘Library1’ is the name of the corresponding library. In version 9.0,
library code was generated in a 'Metastorm.Runtime.Models.Project1.Library1'
namespace, where ‘Project1’ is the name of the project that references the library.
Existing library script namespaces will need to be updated as well as any code
referencing the library namespaces for existing solutions to validate and deploy
successfully.
• Web Service connections built in version 9.0 did not contain some of the properties
required within the 9.0.1 release. To obtain these properties, the web service needs to be
reactivated by clicking on the "Locate" button.

Release Notes
6 KNOWN LIMITATIONS
The following is a list of known limitations within the current build.
6.1 Current Limitations

The following features are not supported:
• Data Access
o While using Oracle as the database, only standard ASCII characters are
supported in table and column names. These names should only be in upper case.
Extended characters, double quotes, or spaces in table or column names are also
not supported.
o Business Objects do not support tables or queries to Oracle database systems

with columns containing spaces.
• External Forms
o Support for External Forms in not included with version 9.0 SR1. This will be
enhanced and included with a later release.

7 RESOLVED ISSUES
The following table lists the issues resolved in Metastorm BPM Release 9.0 SR1.
7.1 ASP.NET Web Parts
Help Desk# / Component Issue

Metastorm#
SR‐11162009‐0009
ASP.NET Web Parts Time Zone adjustment is not applied to ToDo list.
DEF10819
7.2 Designer

Metastorm#
SR‐12302009‐0012
BPM Designer Weekday units not available.
DEF10707
Code compilation fails when referencing a Library
DEF10708 BPM Designer
with server script using Visual Script activity.
SR‐01042010‐0006
BPM Designer Assignment activity hint does not update.
DEF10709
SR‐02092010‐0006 Default maximum length property for Grid column
BPM Designer
DEF10766 with Column Editor is not correctly set.
Event code is created with the same name as an
existing event code.
Swimlanes order is not saved after re‐opening of
solution.

Release Notes

Metastorm#
SR‐12112009‐0001 Problems with editing property values using arrow
BPM Designer
DEF10452 keys.
DEF11098 BPM Designer Search does not find text in client scripts.
Using Save As for a solution that uses MLP throws
exception on re‐open
SR‐02162010‐0001
BPM Designer ODBC driver warning message is not clear.
DEF11103
Standard system roles from Library take
precedence over default roles in a Project.
A form template that references a form segment
template cannot be deployed.
Field width increases automatically when caption
DEF11394 BPM Designer size is longer than the field and alignment is set to
Top.
DEF5983 BPM Designer Controls can be dragged off the edge of the form.
GetAttachment Path description should mention
DEF11700 BPM Designer file name with extension to be included in the
path.
When deleting a Business Object, which is
SR‐03102010‐0003
BPM Designer assigned to a variable, the message shown has
DEF11828
GUID instead of variable name.
DEF12016 BPM Designer Polish characters are being lost from Server Script.
7.3 Deployment
Metastorm# Component Issue
Changing the variable name of the Business Object
DEF11002 Deployment
column results in run time error.
Action fails if the target stage has a Timed Action
DEF10998 Deployment
with a null date.
SR‐01182010‐0009 Code generation fails if Project contains Library
Deployment
DEF11283 with promoted scripts.
DEF11432 Deployment Validation error message are not helpful.
SR‐03102010‐0001 Validation fails if sub procedure and main process
Deployment
DEF11573 have comments in the process.
Complete validation not happening on Library
DEF10931 Deployment
deployment.
SR‐01182010‐0009 Code generation failed if Project contains Library
Deployment
DEF10727 with promoted scripts.
SR‐11192009‐0022
Deployment Error message missing parameters.
DEF10226
Using the 2008 Native Client driver at runtime
DEF7156 Deployment
causes error on grids.

SR‐03102010‐0002 A validation fails to flag warning/error even though
Deployment
DEF11936 referenced Business Object is deleted.
7.4 Documentation
SR‐03032010‐0016 When action started for flagged action mentioned
Documentation
DEF11445 but it does not exist.
SR‐01272010‐0009 Installation Guide.pdf does not mention how to
Documentation
DEF11492 add eUser.js when DB is created.
Library code namespace was changed and should
DEF11225 Documentation
be documented.
SR‐02112010‐0013 Designer documentation should include *.PNG in
Documentation
DEF11121 supported image formats.
SR‐12282009‐0005 Migrated solution does not deploy due to type
Documentation
DEF10646 mismatch error.
SR‐06302009‐0013
Documentation Numbering is not in the right order.
DEF10598
SR‐12282009‐0006
Documentation What MLP stands for is not mentioned.
DEF10600
SR‐11132009‐0013 Deployment of migrated procedure fails to start in
Documentation
DEF10489 Blank Form.
Exceptions thrown if custom assembly is not
DEF12187 Documentation
strongly named.
SR‐04212010‐0005 Remote access of the Web Client is not possible
Documentation
DEF12040 when using split deployed SSO.
SR‐03252010‐0013 We need a note in the Support Environments.pdf
Documentation
DEF11730 stating that any DB driver used must support DTC.
SR‐03112010‐0026
Documentation No way to set group separator to empty.
DEF11670
VERSION 9 Designer guide documentation should
SR‐03032010‐0012
Documentation not mention external forms as this feature was not
DEF11899
implemented.
SR‐02082010‐0006 Information shared with respect to alert generator
Documentation
DEF11903 in InstallConfig.chm is not clear.
7.5 Engine
SR‐04082010‐0003 “Object reference not set” error on inserting to
Engine
DEF12157 table when action completed.
Stages within a Sub‐Process do not show the Form
DEF10903 Engine
specified in the Sub‐Process stage.

Release Notes
SR‐01052010‐0021
Engine Error when raising flag using eRaiseFlag.exe
DEF10689
SR‐11122009‐0014 Alerts are getting locked if same static/dynamic
Engine
DEF10641 roles assigned to ToDo & Watch.
SR‐11302009‐0023 In certain instances, the Metastorm BPM Engine
Engine
DEF11277 does not respond.
DEF11580 Engine Folder priority should not be restricted to 0 to 9.
7.6 MEMP
SR‐03122010‐0022 Behavior of Rule is incorrect during moving of
MEMP
DEF11256 control on front and back (z‐order).
Transparent color should not be available for
DEF4377 MEMP
Form.
7.7 Migration
SR‐02112010‐0003 Version 7 procedures with icons fail to migrate to
Migration ‐ Files
DEF11092 version 9.
7.8 Reporting
SR‐01192010‐0016 Page orientation in reports is incorrect when
Reporting
DEF10944 exported.
SR‐01182010‐0002 Percentages in pie chart display in decimal format
Reporting
DEF10737 only.
7.9 Web Client
Referencing Client Side Scripting with Form
SR‐01222010‐0002
Web Client Segment Objects using eworkSetField does not
DEF10954
work.
SR‐12212009‐0012 Web Client displays a blank page when the locales
Web Client
DEF10589 are modified.
SR‐03112010‐0026
Web Client No way to set group separator to empty.
DEF11542
Not possible to type multiple letters in a dropdown
DEF11392 Web Client
field to narrow down the search.

SR‐02152010‐0004 Commit button with required field on the form is
Web Client
DEF11264 getting disabled.
SR‐04212010‐0015 Column sort order is lost on grids when field is
Web Client
DEF12180 dependent.
SR‐04092010‐0014 When changed property is not setting dropdown
Web Client
DEF12177 to empty.
SR‐04192010‐0013 Client Script is not getting committed when
Web Client
DEF12258 clicking on Commit button.
Not possible to submit a form with required grid
DEF11945 Web Client
even if no row has been added.

Release Notes
8 KNOWN ISSUES
8.1 Issues
The following is a list of known issues of which we feel you should be most aware:
Metastorm # Component/Area Issue

DEF4357 Business Objects Not possible to have the parameter name the same as the
column name.
DEF6415 Business Objects Spaces in Oracle column names will cause forms to fail to open
when a field uses a Business Object referencing that column.
DEF7105 Business Objects SQL Server DateTime2 data types display as Memos unless the
SQL Native Client driver is used.
DEF7230 Business Objects LDAP Business Objects returning date/time data will throw an
error when accessed during process execution.
DEF10056 Business Objects Trying to open a form containing a grid that references process
data Business Objects or local Business Objects on Oracle will
throw an error.
DEF8780 Business Objects Trying to use an equal/does not equal filter against a memo
column will cause an error message, "The data types ntext and
nvarchar are incompatible in the equal to operator".
DEDF12181 Custom Lists Filtering on float columns can sometimes give incorrect results
due to rounding.
DEF11814 Custom Lists SQL comments in a query used by a Custom List may cause an
error when viewed in the Web Client. The error displayed is
“multiple step OLEDB operation”.


DEF4629/DEF Deployment Projects with large images or many images may timeout while
4628 deploying.
DEF12084 Deployment Trying to deploy sample solutions fail with validation error
messages.
DEF10415 Designer Width property is not available when more than one form
control is selected.
DEF12211 Designer Importing a Form that is missing a Form Segment into a new
Project and then validating causes Designer to crash.
Workaround is to delete the reference to missing form segment
before validating or to re‐link the Form Segment.
DEF10852 Designer Adding stages to lanes on the Process design surface does not
immediately set the role. Workaround is to move the stage
within the lane.
DEF12198 Designer Tooltips are wrong for the Inventory and Data Access items on
the View ribbon.
DEF11996 Designer There is currently no validation of Custom Lists formed in an
unsupported way – i.e. queries with duplicated columns.
DEF11915 Designer It is possible to select Reports from the Forms list on stages.
Doing so will cause a deployment failure.
DEF11828/ Designer When deleting a Business Object that is assigned to a field, the
DEF11708 warning message shows a GUID rather than the name. Same
problem when deleting a Business Object from a Custom List.
DEF11459 Designer Roles in a referenced Library are not read‐only.
DEF11432 Designer Validation error messages do not always provide the location of
the error.
DEF11018 Designer The export graphic feature does not correctly display lanes on a
Process. The lanes do not extend to the full size of the Process.
DEF12271 Designer Copying and pasting fields from one form to another results in all
the names and captions changing.
DEF12296 Designer When working with solutions out of source control, solution
backups can sometimes be read‐only. Saving the solution then
throws an error on trying to overwrite the read‐only files. The
workaround is to switch off the backup system via the Designer
options.
DEF11888 DMS It is not possible to tab through the DMS browser window in the
Web Client.
DEF11784 DMS DMS folder icons are not consistently displayed as open in the
Web Client.
DEF11408 DMS Unauthorized windows appear behind the DMS blank form.
DEF12321 DMS Assignment Expressions cannot be used for form fields
dependant on DMS Multi clip selected rows.
DEF12320 DMS DMS Multi clip displays Remove and Delete options when set to
Edit Mode.
DEF12323 DMS DMS Multi clip SelectRow dictionary items are not in upper case
for Oracle.

Release Notes

DEF12325 DMS Files are displayed in alphabetical order in a DMS Multi clip if
using SelectedRow.
DEF12326 DMS Last file added to a DMS Multi clip is not given focus if
SelectedRow event is used.
DEF8906 Expression Builder When building a SelectSQL function containing ‘@’ parameters
against Oracle, the Expression Builder does not show the
parameter fields correctly. Workaround is to remove the quotes
from around the parameter in the SQL.
DEF11488 Installation The wrong Oracle driver is currently included in the main install’s
Redist folder. Please see Supported Environments document for
the correct ones to use.
DEF11169 Installation Configuration files are not created if the user selects a physical
path rather than a URL path to the Engine and Deployment
Service configuration files.
DEF12178 Installation The ActivateCallerID Engine registry key is getting reset on some
operating systems after upgrading to SR1. This will affect SSO
configuration.
DEF11978 Installation When Deployment Service account is set to a local admin
account on Server 2008, the upgrade from version 9.0 to SR1
may roll back. Workaround is to change the Deployment Service
account before the upgrade and then revert afterwards.
DEF12192 Installation Deployment and Engine services do not auto start on Server
2003 when SQL Server is installed to the same machine.
Workaround is to start the services manually.
DEF10295 Migration If an action name is changed during the migration process, any
chained action properties that reference the action will not be
updated. These can be manually updated afterwards.
DEF10384 Migration Forms that contained spaces in field names prior to migration will
throw validation errors post migration with regards to invalid
fields. Workaround is to reselect the form fields for each action
that references the forms.
DEF6606 MLP Grid column captions are not previewed when switching
language.
DEF11914 Reports Spaces in Business Object columns cause data to fail to appear in
a Report. Workaround is to create a query like “SELECT [My
Column] AS [NoSpaceName] ...”.
DEF11171 Side by Side Auto refresh does not work for 7.6 processes in the Version 9
Web Client.
DEF9420/ Validation Double clicking a validation message returns a message
DEF11329 “Associated item was removed from view” when the error
relates to a field event such as “When changed”.
DEF10319 Web Client Clip fields can only open the current folder’s attachment. Even if
the clip fields references a variable from another process data
Business Object it will use the current folder’s folder ID to
retrieve the attachment.


DEF9635 Web Client Dropdown controls placed at the bottom of a form can result in
the list appearing at the top of the form on clicking the
dropdown.
DEF9680 Web Client Dropdown controls can display their list in the wrong position on
a form when used in an Arabic or any RTL locale.
DEF8945 Web Client Using web help link on locales other than English, German,
French and Spanish will cause an invalid URL error.
DEF12209 Web Client Trying to sort on Memo/Hyperlink/Folder columns in Custom
Lists will give an error. This is not a supported operation and
needs to be disabled.
DEF12089 Web Client Multi‐clip controls show all previous attachments after deleting
them and then adding a new one.
DEF11998 Web Client Not possible to narrow down a search on items in a list field by
typing multiple characters.
DEF11943/ Web Client Edit Grids: clicking the Delete row button when no rows are
DEF11497 present will throw a script error.
DEF11901 Web Client GetField client extension fails for empty Date/Time fields.
DEF11695 Web Client It is not possible to sort on Folder or Hyperlink columns in
Custom Lists.
DEF11736 Web Client Values cannot be entered into dropdowns in grids using the
keyboard on Firefox.
DEF8941 Web Client When selecting an item from Recent Content dropdown in the
Web Client, before the item is opened and dropdown display is
closed, the item name is displayed twice in the dropdown.
However, when you click again on the dropdown to select an
item, the items in the list are displayed correctly without any
duplicates.
DEF12265 Web Client In some case after an upgrade from version 9.0 to version 9.0
SR1, the Web Client shows an error on first load similar to the
following:

Line 121:</bpm:AdminFormListPart>
Line 122:
Line 123:<bpm:CustomListPart
Line 124: runat="server"
Line 125: AlternatingRowCssClass="altGridRow"
GridHeaderCssClass="gridHeader" ScrollBars="Auto"

To fix this issue, reset/restart the IIS.

Release Notes
8.2 Related Non-Metastorm Issues

When using the Send E-mail activity it may be first necessary to register Microsoft’s
CDONTS.DLL file. Please see the link below for further information:
http://support.microsoft.com/kb/324649

Release Notes

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Metastorm BPM

Version 9.0 SR1

Page ii April 2010 © Metastorm Inc., 2010

Metastorm BPM Version 9.0 SR1 April 2010 Page iii

Metastorm BPM Version 9.0 SR1

Page iv April 2010 © Metastorm Inc., 2010

The following topics are covered:

Metastorm BPM Version 9.0 SR1 April 2010 Page 1

2.1 Navigation Pane

2.2 Custom Lists

Page 2 April 2010 © Metastorm Inc., 2010

2.3 Enhanced Process Model Customization

2.4 Enhanced Web Services Connections

2.5 Simple Generation of Web Services for Process

2.6 Report Hyperlinks and Drilldown

2.7 Process Debugging

Metastorm BPM Version 9.0 SR1 April 2010 Page 3

2.8 Side-By-Side Compatibility

2.9 Support for Firefox

2.10 Additional Client-Side Scripting Control

2.11 Customizable Intellisense for Expressions

Page 4 April 2010 © Metastorm Inc., 2010

3.1 Installation Pre-requisites

This installation has the following pre-requisites:

• .NET 3.5 SP1 (available in the installation Redist folder)

For more information, refer to the Installation_Prerequisites.pdf

Metastorm BPM Version 9.0 SR1 April 2010 Page 5

Installing AppSight Black Box Service

You cannot run InstallAppSight.bat from a network location.

1. To install AppSight, navigate to the appropriate folder specified above.

2. To run the silent installation, execute the ‘InstallAppSight.bat’.

Uninstalling AppSight Black Box Service

1. To uninstall AppSight, navigate to the appropriate folder specified above.

2. To run the silent uninstallation, execute the ‘UninstallAppSight.bat’.

1. Double-click the installer package MetastormBPM9.0SR1Update.exe

2. Click the Update button.

3. Click Finish to complete the upgrade.

Page 6 April 2010 © Metastorm Inc., 2010

3.3 Post Installation

• For SQL Server:

3.4 Supported Environments

• Windows 7 x86 and x64

• Windows Server 2008 Standard R2 x64

• Windows Server 2008 Enterprise R2 x64

Metastorm BPM Version 9.0 SR1 April 2010 Page 7

The following additional web browsers are supported:

• Firefox 3.5 or higher

The following additional web servers are supported:

For more information, refer to the Supported_Environments.pdf

Page 8 April 2010 © Metastorm Inc., 2010

4.1 Formula Language Evaluation Support

4.1.1 eFolder table query access

%GetData(,eFolder,\" (eMapName = \'News\') AND (eArchived <>

4.1.3 %User.Input and %User.Input[n]

Metastorm BPM Version 9.0 SR1 April 2010 Page 9

• When referencing fields on Form Segments in a client script, it is no longer necessary to

Page 10 April 2010 © Metastorm Inc., 2010

The following is a list of known limitations within the current build.

6.1 Current Limitations

o Business Objects do not support tables or queries to Oracle database systems

Metastorm BPM Version 9.0 SR1 April 2010 Page 11

7.1 ASP.NET Web Parts

Help Desk# / Component Issue

Help Desk# / Component Issue