Unify 21.1 Release Information

Categories: Unify, 2021.1

The release of Unify 21.1 introduces the following features and product improvements:

New: System Configuration Menu

Located within the Super User menu, the System Configuration menu allows administrators to manage Unify's Password, ETL and Environment Settings at the system's front end.

System Configuration Menu

New: XML Import/Export of Fields

New Import/Export options have been added to the following menus to allow data to be imported/exported from/to an XML file.

User List - Enables copying of a User Record to a separate Unify instance

How Do I Manage my Unify User List?
Profile Administration - Enables copying of a Profile Record to a separate Unify instance

How Do I Import/Export a Person Profile?
Transaction Classes - Enables copying of Transaction Classes to a separate Unify instance

How Do I Import/Export Transaction Classes?

Update: Engage Connector

The Engage Connector within Unify now includes dropdown options for transactional data

Update: ETL File Set Module

The 2021.1 release includes multiple updates to File Set Management, including:

Revised UI that provides users with options to flag errors and continue processing the rest of the file, manage duplicate files, and set a cut-off point for receiving files so that the file set can run to a schedule without the template
A File Set Process Order table that allows the file set manager to check the status of linked file sets before starting the next file set in the load order
An option to optimise data loading by running file sets according to a Process Schedule
The ability to restart failed file sets in the Data Import Queue
File set notifications can be configured to email a recipient list in the event of a data supply failure

Update: ETL

The 2021.1 release includes multiple updates to ETL functionality, including:

Expandable sections for Process Rules for easier identification of rule sets
An option to Infer Gender that will autocomplete an empty gender field based on name and title
An option to apply Strict Column Names to column headers when matching
An additional tickbox that allows blank or null values to overwrite database values (by default, blank and null fields do not overwrite existing data)

Update: GDPR Audit Recording

Under the Source tab on a Person Record, there is now a number in the the grid that represents the SourceFileID