Notable Notes about Traverse version 11.2

We are upgrading Traverse Global to version 11.2 to take advantage of new development tools, access new feature sets such as conditional formatting, and resolve limitations with software tools such as Excel. The refresh to technology and other framework components is being made only to the Global edition of Traverse (v11.1) and to the Vertical products and Specialty Solutions that are built on the Global platform.

Some of the changes involve the technology we utilize with Traverse. Some of these new features will be directly accessible to the user. All of this is to help us make Traverse more robust for you.

Technology Changes

  • Architecture
    • .NET Framework updated to 4.x
    • Microsoft Report Viewer updated to 12.0
    • Latest version of DevEx Controls
    • New licensing model
    • Scripting supports updated IronPython 2.x
  • Server
    • The Server Manager now allows individual companies in a multi-tenant environment to have administrative rights to manage their own permissions/settings instead of the administrator of the hosted site.
    • A new internal logging system will register and store any errors or exception messages presented to a user locally in a log file.
  • Design Studio -- Report Designer
    • Report layout now uses DevEx Reports rather than .rdl files.
    • Most reports will be available for formatting/editing in Design Studio.
    • Report data schemas are now stored in the database instead of .xsd files.
    • Form/report layouts support named versions and are saved to the database by default rather than a file.

User-centered Changes

  • Basic User Interface
  • My Work
    • Replaces Favorites.
    • Allows you to create one or more workflow-based menus/profiles for individual users. You can also create templates for My Work.
    • You can define multiple My Work menus—such as daily, weekly, and monthly tasks—and switch between them on the fly.
    • You can copy My Work menus/profiles from other companies.
    • My Work menus can include helpful text and hyperlinks for each menu item.
  • Interactive Views -- Conditional Formatting
    • Similar to Excel’s conditional formatting functionality, it allows you to format information based on multiple rules for at-a-glance review of the data.
    • Expanded filtering options make it easier to find the information you need.
    • A Find panel allows you to search all rows and cells for a particular value.
    • The Sort by Group summary allows you to sort data based on group summary values such as amount sums, row counts, etc.
    • Personalized settings or layouts for lookups, reports, or views are now saved in the database rather than in roaming user profiles. This strategy is better for multi-tenant cloud or hosted deployments. A migration tool allows you to move settings from Traverse v11.1 to Traverse v11.2.
    • You can now export to .xslx files with no row limit.