My office is a week or so post-upgrade to ImageRight 5.4 from version 5.2. While this version integrates some post-5.2 hotfixes to resolve some annotation and image display issues, it comes with it’s own post-5.4 hotfixes that need to be installed after the primary installation. If you deploy the desktop client with Group Policy, you’ll need to create an MSI file and a third policy to fully deploy the software and hotfixes automatically.
While the desktop client hasn’t changed much from a user standpoint, there were some security additions and tweaks that are important to know about.
- Alphabetizing Lists and Annotations – In previous versions, many of the lists that users interacted with were sorted by creation date. This was less than ideal when selecting from a long list of private annotations or selecting from the document type tree drop-down. Those list displays are now alphabetized.
- Read/Write permissions added to File Notes – while this is a great addition as a security feature, it’s turned on by default post-upgrade with the result being that users can’t see or add any file notes. I needed to make a support call to find the odd place that permission change was located. (The Security properties of the “Storage Types” container in the EMC.)
- Annotations Limited to Specific File Types – There is a feature in version 5 where you can filter or limit on what file types an annotation is available for use. When migrating from version 4 to 5.2 the system defaulted all the private annotations to be available on all file types (which was the behavior in previous version), but didn’t automatically check the “include all file types” option box. In version 5.4, the check box status is enforced, which may make private annotations seem to disappear for the end users.
- New Permissions for “Desktop – Modify Document Date” – also defaulted to not having any permission set in 5.4, users will need this permission added to change a document date. Also new is some functionality to track the date and time a document is received (“Desktop – Modify Receive Date and Time”), you may or may not want to let users change that.
Also, if you do any automated processes where you are using the FUP tool for updating file information, it’s not working correctly. Hopefully, that one is resolved quickly. We don’t use it often, but when we do we tend to have a lot of files that need a change and a manual process would be tedious.
Overall, ImageRight 5.4 brought several new features and welcome changes to the document management product, with a relatively easy upgrade process from 5.2.