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Unauthorized use, duplication, or modification of this document in whole or in part without the written consent of Verint Systems Inc. is strictly prohibited. By providing this document, Verint Systems Inc. is not making any representations regarding the correctness or completeness of its contents and reserves the right to alter this document at any time without notice. Features listed in this document are subject to change. Please contact Verint for current product features and specifications. All marks referenced herein with the ® or TM symbol are registered trademarks or trademarks of Verint Systems Inc. or its subsidiaries. All rights reserved. All other marks are trademarks of their respective owners. © 2015 Verint Systems Inc. All rights reserved worldwide. Page 1 of 15 Last Updated: 8/18/2015 In September of 2015 Verint will release version 15.1 of the Enterprise Feedback Management (EFM) solution. Verint hosted SaaS customers will receive this update as part of their regularly scheduled maintenance window, and no further action is required. Customers with special release maintenance criteria will be assigned separate upgrade dates based on mutual agreement with their Verint Account Managers. Customers with the application installed on premise will receive a separate email notifying them that the release is available according to the terms of the maintenance agreement. VERINT EFM 15.1 Release Overview

Transcript of VERINT EFM 15 - efmhelp.netefmhelp.net/.../projects/EFMHelp/Release_Overview_EFM_15_1.pdf · VERINT...

Page 1: VERINT EFM 15 - efmhelp.netefmhelp.net/.../projects/EFMHelp/Release_Overview_EFM_15_1.pdf · VERINT EFM 15.1 . Page 2 of 15 ... EFM 15.1 Features make it easier to manage users who

Unauthorized use, duplication, or modification of this document in whole or in part without the written consent of Verint Systems Inc. is strictly prohibited.

By providing this document, Verint Systems Inc. is not making any representations regarding the correctness or completeness of its contents and

reserves the right to alter this document at any time without notice.

Features listed in this document are subject to change. Please contact Verint for current product features and specifications.

All marks referenced herein with the ® or TM symbol are registered trademarks or trademarks of Verint Systems Inc. or its subsidiaries. All rights

reserved. All other marks are trademarks of their respective owners.

© 2015 Verint Systems Inc. All rights reserved worldwide.

Page 1 of 15 Last Updated: 8/18/2015

In September of 2015 Verint will release version 15.1 of the Enterprise Feedback Management (EFM) solution.

Verint hosted SaaS customers will receive this update as part of their regularly scheduled maintenance window,

and no further action is required. Customers with special release maintenance criteria will be assigned separate

upgrade dates based on mutual agreement with their Verint Account Managers. Customers with the application

installed on premise will receive a separate email notifying them that the release is available according to the

terms of the maintenance agreement.

VERINT

EFM 15.1 Release Overview

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Table of Contents

SURVEY DESIGN IMPROVEMENTS 3

Improved Management of Pages and Blocks 3

Blocks of Blocks 4

Report & Export Values Management 5

Other Survey Design Enhancements 6

FEEDBACK INTELLIGENCE USER MANAGEMENT 7

PHOTO FEEDBACK 8

Image Upload Question 8

Image Slideshow 8

Image Manager 9

OTHER 10

Performance 10

System Requirements 11

Servers (premise deployments) 11

Browser for Survey Participants 11

Browsers for EFM Users 11

Feedback Intelligence Users 11

RESOLVED ISSUES 12

KNOWN ISSUES 14

Verint. Powering Actionable Intelligence.® Verint

® (NASDAQ: VRNT) is a global leader in Actionable Intelligence

® solutions and value-added services. More than

10,000 organizations in over 150 countries use our solutions to improve enterprise performance and make the world a

safer place. Verint is a member of the U.S. broad-market Russell 3000 Index. For more information about Verint, visit

www.verint.com.

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Survey Design Improvements Version 15.1 represents another step forward in enabling simpler creation and management surveys that are both

engaging for the survey participants and deliver actionable insights for business. Design of sophisticated question

flows and rules that ensure the correct content is presented to each participant is now more intuitive and efficient.

Survey Authors and Reviewers will be more productive, more creative and able to genereate better feedback

experiences and insights.

Improved Management of Pages and Blocks

In version 15.1 a completely overhauled and expanded Pages View section is introduced to make managing the

overall layout of survey Blocks, Pages and Questions easier and more efficient for the survey designer. Capabilities

in the new Pages View section include:

Setting Block, Page and Question options for rotation, randomization, visibility and branching

Re-arranging Blocks, Pages and Questions with simple Drag and Drop controls

Drag and Drop questions, pages, blocks

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Blocks of Blocks

The Blocks of Blocks concept makes it possible to place blocks into existing blocks. It provides greater flexibility in

organizing pages into groups or topics and allows control of how and when those topics are presented to

participants. Blocks of Blocks supports EFM advanced visibility and ordering configuration options:

Present Randomly (with all or up to N presented)

Present Rotated

Conditionally Visible

Block of Blocks with order and visibility rules applied

The survey designer enforces limitations on configuration of blocks to ensure only valid surveys are created. A top

level block can contain either additional blocks or pages, but not both. (In other words, pages can be children of

blocks, never siblings.) Additionally, a second level block can contain only pages.

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Report & Export Values Management

Report Options is a new interface to enable a survey author to View and Manage Report Values, Export Values and

Coded values across all questions from one place. Now it’s much easier and faster to set these values and confirm

they’re set correctly for the entire survey.

For Modern Rendering Report Values and Export Values can now be used in design interfaces in a variety of ways

including Piping, Display in the question design (Report Values only), and in Conditional Expressions.

Report Options screen can be accessed from Survey Designer, Actions > Report Options

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Other Survey Design Enhancements

In the 15.1 version of EFM, in addition to all already mentioned Survey design improvements, several other useful

design enhancements are included:

o Hierarchical Questions improvements

Translations support

Hide steps with less than 2 choices option (i.e. survey respondent do not have to make manual

action to select the only available choice)

Easier setup

o Conditionally Preselected Answers

o Dedicated Instruction Lines for Questions (e.g. “Select at least 2 options”)

o Support of Logic based on Count of Responses Across Topics (e.g. show a follow up question only if at

least 2 of 8 topics were rated as “Completely Unsatisfied”)

o Page header is more informative

o Question formatting is improved in Modern rendering to provide more consistent left aligmnet

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Feedback Intelligence User Management EFM 15.1 Features make it easier to manage users who access Feedback Intelligence for Reporting Viewing.

With new version of the application:

o Business Objects users are automatically created when the EFM user is granted access to Feedback

Intelligence which eliminates additional manual steps required in previous releases.

o Assigning Users to Groups is now handled in EFM.

o Granting Group Access to Business Objects Folders is now handled in EFM

Assigning Groups to Folders via EFM | Administration | FI Security

Creating Groups, Assigning to Users to Groups via EFM | Administration | FI Security

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Photo Feedback EFM Surveys now allow a participant to upload a photo in response to a question. This makes the survey

experience more fun, engaging and personal. With photo responses a survey can give much richer insights into the

customer’s overall experience, usage of products, lifestyle and circumstances.

Image Upload Question

A new “Image Upload” question type is introduced in EFM 15.1, and available in Modern Rendering to be added

into survey and managed just like any other question.

Adding Image Upload question

Image Slideshow

To make reporting on Image responses more effective new “Image Slideshow” report element is added. It allows

filtering on other questions responses to show photos from specific sub sets of the survey participants.

Image Slideshow reporting element with “Cover Flow” effect

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Image Manager

To make work with image content convenient and functional, new “Images” section is available on Analyze tab for

the surveys that contains Image Upload questions. This functionality enables the following Photo Management

capabilities:

o Quick Overview – view all photo responses together

o Set Ratings on the photos

o Delete inappropriate or useless images

Image Manager

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Other In addition to key features mentioned above, EFM 15.1 includes many smaller, but still worth mentioning

improvements:

o Copied surveys now have the same weighting as it was defined in the source survey

o Logging is expanded to include deletion of Themes

o Exports to Word now generate the files in the .docx format

o Edge browser is now supported

o Clarabridge 6.3 is now supported

Performance

Application wide performance improvements have been made on background tasks to minimize their impact on a

range of functions that users perform.

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System Requirements

Servers (premise deployments)

Supported Server Operating Systems

Windows 2008 R2 x64 SP1

Windows 2012 R2 x64

Supported Database

MS SQL Server 2008 R2 SP1

MS SQL Server 2012 SP2

Support for Windows Authentication and MS SQL username/password Authentication

Oracle 11.g

Oracle is not supported for installations with Feedback Intelligence

Browser for Survey Participants

IE 6 & 7 are no longer supported

Supported:

IE 8 +

Edge

Firefox (Current and prior version)

Safari (Current and prior version)

Opera (Current and prior version)

Chrome (Current and prior version)

Browsers for EFM Users

Supported:

IE 8 +

Edge

Firefox (Current)

Safari (Current)

Chrome (Current)

Feedback Intelligence Users

Users of the optional Feedback Intelligence Add-on may access features of SAP’s Business Objects 4.1 and require a

browser meeting Business Objects requirements. Browser requirements are summarized here, for full details

consult the Business Objects 4.1 Supported Platforms (PAM) guide.

Supported Browsers:

IE 8 + (32 bit only, restrictions on the desktop OS apply to each browser)

Safari 7 SP03 (64 bit)

Chrome (32 bit only)

Java: A Java Runtime Engine is required. Oracle JRE 7 and 8 are supported.

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Resolved Issues The following is a list of the most significant issues resolved in this release. It is a partial list of all resolved issues.

Area of Application Description of issue Email Triggers Email trigger criteria using advanced criteria does not honor logic in Modern

Rendering

Emails Sheduled mails continue to be sent after survey is moved to recycle bin

Manage Reports Top Box report element: % column bar overlaps the column border if weighting is applied

Manage Reports Some font colors are not exported to the reports if custom theme/appearance is applied

Manage Reports Slow performance of large reports being exported to .doc file

Manage Reports Page without report elements doesn't load in Preview mode

Manage Reports Short Answer question text is not recognized in exported reports for Gap report element

Manage Responses Application error occurs on Validating Record when respondent has responses with drill down piping

Questionnaire Design Rank Order: Inconsistent behavior of 'Respondent Must Rank', 'At Least', and 'At Most # Topics' options

Questionnaire Design Conditional visibility is active for questions and choices on a first page if copy-pasting the question from any other page

Questionnaire Design Branching: Checkpoint question is set incorrectly if Survey contains Page Blocks

Questionnaire Design 'Coded Values' checkboxes are not highlighted in blue color when hovering cursor on them

Questionnaire Design Question Visibility dialog is corrupted after testing the survey

Questionnaire Design Branching footer overlaps inline options pane in question edit section

Questionnaire Design Apply Changes button does not appear after Survey Theme Changes

Reporting Report Designer: Report Error on selecting Data Set for report elemen

Reporting Not all fonts changes appear in exports for Custom Report Themes

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Area of Application Description of issue Reporting N/A & Not Applicable are not exported with the expected font size

Standalone Survey Engine Unnecessary scrollbar is displayed for Scrolling matrix, Matrix, Scale slider, Drag and drop rank order, Rank order on Live results on end page

Survey Engine Coded values are not displayed when only one Choice Group is set

Survey Engine Rows hidden by 'Number of Rows Visible' option are shown on Display Live Results > Respondent Answers pages

Survey Engine Unable to Connect to Survey appears after deleting page block via deleting all pages within page block in Classic rendering

Survey Engine Scrolling matrix, Scale Slider, Drag and Drop rank order, and Rank order don't have 'Response' word in Respondent Answers on end page

Survey Engine Matrix Choose One - Choice Groups - Coded values are not displayed when only one Choice Group is set

Survey Operation Auto Selection and Visibility criteria does not pick at random in event more then one choice has same rank

Web Services API Calls should not allow setting preload data for OP Surveys or in Test Mode

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Known Issues The following is a list of issues known to exist in this release.

Area of Application Description of issue Administration EFM Mobile: My Surveys folder is duplicated in Folders screen using Android

device

Administration Cleanup Files task deletes directory that contains files accessed less than 24 hours ago

Dashboard Dashboard: X axis custom label is not visible on dashboard for Text Analytics report elements

Data Analysis Sets Responses disappear after changing Data Set Name

EFM Offline Mobile - iOS Offline Mobile iOS application crashes after hitting information (i) button next to the ID field of 'About' tab (iOS 7)

EFM Offline Mobile - iOS Odd scroll bar is present for scale slider questions that fits on the screen in Offline Mobile iOS application

Export Questionairre Export to Word of large choose one question fails

Manage Participants On Distribute Dashboard, Pie chart with participants statuses unstoppably refreshes after sending Invites or Reminders

Manage Reports Date Filtering is disabled on Manage Reports if the report contains report elements from other sources

Manage Reports Large-scoped reports fails to be delivered in mails

Manage Reports All Image Slideshow elements slides with clicking pressing keyboard arrows when not focused on the report element

Manage Responses Schedule Export Delivery sends email unexpectedly

Manage Responses HTML code is not stripped in Filter dialog if Question Heading contains tab character

Misc Facebook Panel: Application Error occurs after click on 'View Results' link

Misc Send Now button is changed to Send Again for all Reminders if only 'Initial Invitation' was sent

Mobile HTML Column text of matrix overlaps question content under mobile devices at Live Results end page in Modern rendering

Mobile HTML Long Topic Text for 'Scrolling Matrix' question is cropped in Modern Rendering

Questionnaire Design Progress bar is not shown on surveys with blocks of blocks

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Area of Application Description of issue Questionnaire Design A destination setting may be incorrectly removed from a survey if the parent block

preceeding the target destination is deleted

Questionnaire Design Pages Pane does not show list of blocks and pages for the surveys containing more than 100 pages

Questionnaire Design A ‘Destination Does Not Exist’ warning message may be incorrectly displayed on the Pages tab when a branch is defined with a certain page as a destination and a block before that page in the survey is deleted

Questionnaire Design A user without permissions to edit a specific survey may be able to delete conditional visibility in survey that has been shared with them

Questionnaire Design Matrix questions, Pipe in Columns: choice with 'please specify' option is not recognized in matrix column in preview mode

Questionnaire Design Invalid responses are saved in response manager if returning to page via Back button

Questionnaire Design Images can be pasted into Expanded Editor from the Word document in Internet Explorer 11

Questionnaire Design Warning message doesn't appear if user moves destination block to appear before criteria

Questionnaire Design Piped values are converted to plain text when converting Matrix question with drilldown piping applied

Questionnaire Design Same Page Conditional Visibility does not work if Criteria is based on Choose One - Star Rating layout in Classic Rendering mode

Reporting Weighting for reports is dependent on weighting setting applied for Cross-tab Analysis Report

Scheduling 'Thank You' with a smaller day(s) value than previous Reminder is scheduled without validation

Survey Engine Text in the last choice overlaps the theme border for Scale slider under Modern rendering

Translation Locked Library questions can be translated and thus modified using Export/Import functionality

Translation Participant culture is not memorized after selection has been made on language selection page

User Options Chart Type' values in Report Designer and 'Default Chart' dropdowns in Add/Edit User dialog are not consistent

Web Services SendInvitationEx task initiated via API is duplicated in scheduler

Write Invitations Participants' emails typed into Initial Invitation are not saved when clicking 'Save' on reminder