3.16.0

This page has high-level Release notes for the major 3.16.0 Release

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Product Information contained within this document, including technical information and functional specifications, is subject to change without notice. Naviga reserves the right to make any changes to the information in this document at any time without notice. Naviga makes no warranty, representation, or guarantee regarding the suitability of its products and services for any particular purpose.

Please note that this is a complete document. The last changes made Sep 21st 2022.

The major 3.16.0 Release introduces several new features like new In Grace subscription status (NCS only), Restarts of stopped subscriptions for Matrix and CircPro circulation systems, import/export of selected Offer Group(s) in Solicitor Concierge etc. The Release also contains security and password improvements and search improvements. Several more use cases are now supported for upgrade/downgrade for NCS circ: upgrade/downgrade from Digital to Print with address update and upgrade/downgrade with opting in/out of ezpay.

Please note that due to the critical issues found we can not guarantee upgrade/downgrade from Digital to Print with address update and upgrade/downgrade with opting in/out of ezpay working correctly. We recommend waiting for the next version and apologize for any inconvenience Note added Jul 5th 2022

Please note that upgrades to this version are no longer available since the Amazon S3 bucket now requires a minimum of TLS 1.2 security protocol, which is not supported by this version.

Note added on June 20th, 2023.

Starting from 3.16.0 Release PurchaseAPI must be used for all new starts instead of SubscriptionsAPI

IF you're currently using our SubscriptionsAPI, please input a Salesforce case requesting a new token for the PurchaseAPI

General Subscribe

Feature	Description	Notes
"In Grace" Subscription Status	New Subscription status In Grace is now supported in Subscribe. Subscription is assigned status In Grace when its balance becomes negative, but it is not considered as expired and can be used for the duration of grace period. Whether Grace is supported or not and the amount of grace days are set up in NCS Circ	NCS circ only
New phone for the Occupant	During the creation of a new Occupant or updating an Occupant without any phone, the collected phone is saved as a Primary phone. If a new phone is collected for the same Occupant (based on Email + FirstName + LastName + AddressID) then it is saved as Other. Please check public documentation for details Note added Jul 5th 2022	NCS circ only
Password and security improvements for Client Users	Minimum password length is 8 characters. Must include at least one lower alpha, 1 upper alpha, 1 digit, 1 special character Ability to manage password settings (length, special characters, max password age, password history etc) was introduced in Landing app. Every time the password is reset the link is forced to the users to update their passwords Report functionality was added to export the list of users with their Role and last activity date. Reports are available in One CSR Portal, Solicitor Concierge, CMS and Landing applications Ability to manually lock/unlock users is introduced in Landing app. For example Client Admin can now manually unlock the user that was locked automatically due to multiple failed attempts to login Ability to disable/enable users is introduced in Landing app to prevent access on users that are no longer relevant (e.g. retired) but keep their access record. Disabled users are not able to login and refresh tokens For the information about Landing app please check our guide Note added Jul 5th 2022
Storing dates in UTC	All the dates used across One CSR Portal and Solicitor Concierge applications are now stored in database in UTC format. The dates are converted to local client date during GET requests
Restarts enhancement	In previous releases we expected some problems with retrieving rates for permanently stopped or inactive subscriptions. Starting from the 3.16.0 Release we're starting to consume new stable MicroAPI solution. More info about Restarts can be found here	Requires minimum 2020.4 version of NCS CIrc
Real-time Occupant lookup during new start	Database occupant lookup was replaced by real-time occupant lookup in NCS circ as a part of async flow during the New Start. There are two types of lookup: standard and email only (default one). For more details please see the PurchaseAPI section. Note added Jul 5th 2022	NSC Circ only
PurchaseAPI for DSI circulation system	All flavours of new starts are now supported for DSI circulation system in PurchaseAPI. More information can be found in our public documentation about API involved in new starts and events reprocessing Please note that starting from this Release the Trial subscription functionality was renamed to Comp	DSI circulation system only
PurchaseAPI inApp	Ability to select between PurchaseAPI and SubscriptionAPI during inApp subscription purchase was added. The new setting isFlow.Purchase.InApp.Redirect
PayPal Auto-Renew Payments not authorizing fixed	The issue of auto-renew payments with PayPal being not authorized in PurchaseAPI was fixed by sending the correct Billing Agreement ID = B for auto-renew payments into Circ. The issue was caused due to the wrong value Billing Agreement ID being sent: EC, for one-time transactions Note added Sep 21st 2022

One CSR Portal a.k.a. SubCon Admin

Feature	Description	Notes
Upgrade Digital to Print with Address update	Upgrade subscription to a Print/Hybrid product is now supported for those subscriptions without billing address. Delivery schedule update (i.e. Upgrade) and Billing/Delivery address update are processed in one API call. More information can be found in feature description and CSR user guide Please note that due to the critical issues found we can not guarantee this feature working correctly. We recommend waiting for the next version. Note added Jul 5th 2022	Requires minimum 2020.2.1 version of NCS CIrc
Upgrade/downgrade with opting in/out from EZpay	Upgrade/downgrade from ezpay to non ezpay offer and vice versa is now supported. More information can be found in feature description and CSR user guide Please note that due to the critical issues found we can not guarantee this feature working correctly. We recommend waiting for the next version. Note added Jul 5th 2022	NCS circ only
Search improvements	Search criteria was updated. The following fields are required to perform search: Email only OR Account number only OR Phone number only OR a combination of minimum three other fields. Also the toggle was introduced to specify if the search should be done against delivery or billing address. The changes were applied both to Subscription search section and search when linking a subscription under User accounts section.
Restarts for Matrix	Restarts of stopped subscriptions from One CSR Portal are now supported for Matrix circulation system	Requires minimum 38.0.34 version of Matrix
Restarts in CircPro	Restarts of stopped subscriptions from One CSR Portal are now supported for CircPro circulation system	Requires minimum version 2021-3 version of CircPro

Solicitor Concierge

Feature	Description	Notes
Import/Export of Selected Offer Group(s) only	During Export it is now possible to select offer groups you want to export. The offer group(s) selected will be exported will all the related entities required. Exported file can be successfully imported.
Offer Group is not allowed to have more than One Base product	Additional validation added to the Offer Group: Offer Group is not allowed to have more than One Base product. Please find more information about Offer Group creation in Solicitor userguide
Trial renamed to Comp	To keep our applications consistent for all the circ systems Trial checkbox and Trial payment method were renamed to Comp. Please find more details about setup in our Complimentary starts setup guide	DSI circulation system, CircPro circulation systems

Subscription Panel

Feature	Description	Notes
GooglePay for Braintree+NCS	GooglePay payment method is now supported for Braintree payment processor under NCS Circ. More information can be found in our public documentation	Requires minimum 2020.2.1 version of NCS CIrc
PayPal for frictionless ZIP only starts	PayPal payment option is now supported for ZIP only subscription purchase during the frictionless checkout flow. For more information please see our public documentation about ZIP-only starts and frictionless starts	NCS circ only
Gifting in NCS	Subscribe now allows end-users to purchase gifts for friends, family or self. The gift purchaser can send a gift immediately or on a certain date, e.g. to send on someone’s birthday. The person receiving gift should be able to redeem by clicking on the link in the gift email or manually entering the code. Clients would need to work with their email management team to send gifts on a specific date. The gift flow issues have now been resolved for NCS Circ clients. Available for NCS Circ version: 2020.2 Plus SP1 and above. Please find more details in our private and public documentation. Note updated on July 6th, 2023	Available for NCS Circ version: 2020.2 Plus SP1 and above.
iFrame in liveMode for Authorize.Net	LiveMode for the iFrame in Authorize.Net was enabled in all environments for all the clients instead of testMode Note added Jul 5th 2022	Authorize.Net
Seamless theme updated	The following changes have been made to the Subscription panel's payment checkout page interface: Seamless Presentation Title Text The title text of a Seamless presentation can now be defined in CMS through the Sticky Notes V3 component. Seamless Presentation Password Input Floating Label: The issue with the floating label of the Password input box being distorted when focused has been resolved. Note updated on June 29th, 2023.
Updated PayPal Button Style in the payment checkout page	The PayPal button's default style has been set to responsive from the Subscription Panel. As a result, the button's size will automatically change and adapt to various screen sizes and devices. Note updated on June 29th, 2023.

Account Management a.k.a. SubCon Site

Feature	Description	Notes
Upgrade/downgrade with opting in/out from EZpay	Upgrade/downgrade from ezpay to non ezpay offer and vice versa is now supported. More information can be found in feature description	NCS circ only
Cancellation options	Similar to One CSR Portal, three cancellation options are now supported: Immediate cancellation, Next billing cycle, Future date Note added Aug 15th 2022	For this feature to work correctly we recommend to upgrade to 3.16.0.1 patch or 3.16.1 version