1.49

Release: November 27, 2023

New project management design and features have been implemented for project admins, accessed via the “View All Projects” button on the project selection dropdown in the header. Click here to navigate to documentation. New features include the following:

1) The new project management interface includes tabs for Active, Archived, and Deleted projects. The data table format is now integrated, including column selection, filtering, sorting and paging functionality.

2) One column for project status will appear on the table. Projects in the “Active” tab will show statuses of Data Mining or Notification and these statuses can be switched by the admin as needed. Projects set to Notification status are read-only and all features for processing, adding entities, running detection and consolidation are inaccessible. Projects in the “Archive” tab will show statuses of Archiving, Archived, Archive Error, Restoring, or Restoration Error. Projects in the “Delete” tab will show statuses of Deleting, Deleted, Certifying Deletion, or Deletion Certified.

3) Active project status will default to Data Mining, replacing the statuses “active”, “review”, “analysis”, “complete”, and “closed.” These statuses have been removed from the Project Settings interface.

4) Active projects can be changed to “Archive” status and subsequently accessed via the “Archive” tab. Archived projects can be restored to either Data Mining or Notification status and accessed via the “Active” tab when restoration is complete.

5) Active projects can be deleted and, following deletion, will be found in the “Deleted” tab. Users can certify project deletion and download a deletion certificate from the Actions column.

6) Project management actions will be reflected in the Event Log. The project management event log can be accessed by clicking on the Events icon in the Actions column for each tab.

Phase 1 improvements to the Bulk Search and Tagging interface include the following:

1. The “Unique Hits” field has been removed and will be replaced with the option to “calculate unique documents per query” in Phase II.

2. Notifications have been added at the beginning and end of a completed tagging set.

3. An aggregated report is now included in Activity History.

4. All actions now can be scoped by selected rows.

Document ID numbers will now be prefixed with “ID:” when exporting document or entity metadata.

Leading zeros will be preserved in CSV files to accurately identify corresponding PII elements, such as SSNs.

The File Size field will be exported as bytes.

The typo “Native” has been corrected to “Natives” in exported metadata “Native File Path” column.

We have optimized our handling of database conflicts while performing bulk tagging. Now, when database conflicts arise, we save the records that do not have conflicts and retry saving the records that have conflicts. This solution reduces both the volume of data and the number of retries, resulting in faster processing time.

Now, after a user logs in, the last active date and time is recorded every five minutes while the user’s browser session is active. The user’s session duration is defined as the time between the login date and time and the last active date and time recorded. This solution handles cases where the user has not logged out but the user shuts down their computer, closes the browser, or the computer goes into sleep mode. We have also implemented a fix to the log that predates the project fix for “DBR-6660 Review Metrics Report Not Showing Hours.”

The browser was freezing when opening large documents with multiple tags. To eliminate this issue, pagination has been added to the tagging panel on the Documents page and an API has been implemented for searching tags.

Canopyco.io domain users will be excluded from third-party user reports.