Vertec Versions: Overview of discontinued and obsolete functionalities (legacy features)

Vertec 6.8

Office Add-ins

The Office add-ins – Outlook add-in, Excel add-in and Word add-in – will be discontinued with version 6.8. They have already been removed from the setup with Vertec Version 6.7 .

Use of self-signed certificates (Vertec On-Premises)

Starting with Vertec 6.8, connections to the cloud server with self-signed certificates are no longer supported.

With self-signed certificates, the data traffic is encrypted, but the other party cannot be identified. This allows so-called man-in-the-middle attacks. Most browsers no longer accept self-signed certificates, even if they have been declared to be trusted via the Windows certificate store. The Vertec Phone App has always only been able to operate with a genuine certificate.

The following options remain for operation:

• Using a genuine certificate
• Web Access , Vertec takes care of certificate handling
• to use Vertec in the Cloud Suite , Vertec takes care of the certificate handling

Unencrypted operation is still possible in environments without access to the internet (LAN, VPN).

Vertec 6.7

Release Notes

Authentication via username and password

With version 6.6, Api tokens were introduced to increase the login security of Web API accesses. The API tokens increase the login security of the Vertec XML extension and the BI API extension.

The old system – authentication via username and password – is no longer supported as of Vertec version 6.7, as announced in the release notes 6.6. The XML Server and the BI API only allow authentication via API token. The endpoint /auth/xml has been removed and calls against this endpoint report an error.

Removed Office Addins from Setup

With version 6.7, the add-ins for Outlook, Excel and Word were removed from the setup and the further development of the add-ins stopped. The replacement for the Outlook add-in is the Outlook app.

Excel reports are removed

The Excel reports that have been discontinued since Vertec 6.6 have also been deleted from existing installations in Vertec 6.7.

Removed obsolete attributes on project

The following persistent attributes have been removed from the project class:

• Umlagerungstyp
• xResourcePlanPhases

These attributes are no longer in use. If they are used anywhere in scripts or list settings, they must be removed, otherwise an error message will appear.

Removed deprecated attribute on report

The attribute DefaultMakeNotiz has been out of use for a long time and has therefore been removed from the report class. If it is used anywhere in scripts or list settings, it must be removed, otherwise an error message will appear.

Vertec DBTool (On-Premises)

The DBTool in the Vertec installation directory no longer exists. Database passwords can be via customer portal encrypted and entered manually in the Vertec.ini file. In the case of Firebird, for example, backups and restores of the databases can be done using the backup program gbak take place.

Swiss payment slip with reference code (ESR) completely removed

Since the Swiss payment slip with reference code (ESR) was finally abolished in September 2022 and payments are no longer possible, ESR codes were removed from all standard accounting reports and all related elements were removed from Vertec.

The following attributes on the invoice have been removed:

• verrESRReferenz27
• verrBESR
• verrESRTeilnehmer
• verrESRPlus
• verrBESRBANK

The following attributes on the payment types have been removed:

• BESR(will now be activated automatically as soon as a customer number is entered)
• BESRBank(see backward compatibility below)
• ESRPlus
• ESRReferenz27
• ESRTeilnehmer(see backward compatibility below)

Adjustments to financial reports

The Reports for invoices have been adjusted as follows:

• The old Swiss payment slips (ESR) and the corresponding declarations in the code have been removed from the accounts.
• For EUR invoices outside Switzerland, the Epc qr code will be shown.

Backward compatibility

To ensure that customized reports that access one of the deleted attributes do not return an error, the following fields are continued as derived attributes (read access only):

• ESRTeilnehmer: Empty string
• BESRBank: Empty string
• VESRKodierzeile: Empty string
• VESRKodierzeileOffen: Empty string

In doing so, we are guided by the attributes that were used in previous standard invoicing reports. If you access one of the other, now deleted attributes in customized reports, list settings, scripts, etc., you would have to change it accordingly, otherwise an error message will appear. The standard Financial Reports are delivered without these attributes and without the payment slip. If you want to expand this from your custom report, we recommend that you remove these attributes from the report code in addition to customizing the report template.

Vertec 6.6

Release Notes 6.6

Renaming of reporting systems

The difference between “Office Reports” and “Advanced Office Reports” repeatedly led to ambiguities. We only propagate the advanced Office Reports: They are high-performance, cloud-ready and available in all full-featured apps. To make this clear in terms of terminology, the reporting systems have been renamed Vertec:

• Office Report becomes Legacy Office Report .
• Advanced Office Report becomes Office Report .

The Report Templates has been adjusted so that only Office reports can be created via the New menu (also for existing customers).

There will be no new Legacy Office reports, no further maintenance of the underlying system, and support will be discontinued (not soon and not to 6.7, but sometime in the future).

Updates no longer possible across multiple versions

Starting with version 6.6, we no longer support updating Vertec across multiple versions. This means that you can no longer upgrade from Vertec 6.3 directly to Vertec 6.6, for example, but that you have to proceed step by step. To update to Vertec 6.6, you need a Vertec version of 6.5.

Excel Reports

Legacy Excel reports will no longer be delivered and the existing ones will be deactivated. These are the following reports:

• Employee Work Record (Excel) – this is now included as an Office report, see Reports for project users .
• Employee absence list (Excel) – this is replaced by a list Overview absences in the HR folder by the Plug-in: overview absences .
• Weekly overview Employees (Excel)
• Project control (Excel)
• Resource table (Excel)
• Resource overview (Excel)
• Resource planning (Excel)

Resource Planning

The new Resource Planning eliminates, among other things, various system settings, Excel reports, link types and classes. These will be deleted with the upgrade to Vertec 6.6 and thus all associated customizing.

For more information on migrating to the new resource planning, see Resource planning: migration to version 6.6

Vertec 6.5

Release Notes 6.5

System setting for conflict check removed

The Plug-in conflict check replaces the previous procedure of conflict search. For new installations, the system setting is Angaben zu Mandatsverflechtungen anzeigen (Konfliktsuche) no longer shown. If the old conflict search was used, it can be set to False in the system settings to hide the corresponding menu items and default fields.

Vertec 6.4

Release Notes Vertec 6.4

Vertec 64-bit

As of version 6.4, Vertec will only be shipped as a 64-bit application. This means:

• Starting with Vertec 6.4, a 64-bit operating system is required for Vertec on the Windows Server.
• Desktop app and cloud app only run on 64-bit operating systems
• The web app can also be used on 32-bit operating systems or a non-Windows system.

For detailed information, see the Vertec 64-bit article.

Benchmarking

The Benchmarking module is replaced by the new Business Intelligence module (BI module) and is no longer available in the previous version.

System setting for document existence check removed

The System Setting General > Check for Existence of Document Files is no longer available as of version 6.4. It will also be removed for existing installations.

Reports without file system (from version 6.4.0.10)

As of version 6.4.0.10, the report templates are no longer located on the file system, but directly in the Vertec database.

The standard reports are supplied by Vertec as resources.

Existing customer-specific report templates are imported from the filesystem into the database during the update. A detailed description of what exactly happens during the changeover can be found in the article Change 6.4.0.10: report templates no longer on the file system described on the filesystem.

This also eliminates the System Settings path system setting for Word reports: scripts that access this system setting must be rewritten accordingly. The exact procedure is also described in the article linked above.

Shadow Attributes (from version 6.4.0.17)

The Shadow Attributes SqlDiscountAmount and SqlValutdatum on the invoice are no longer written and used as of version 6.4.0.17. The shadow attributes, which are used to save values in the database that are actually derived , cause that when certain values are read access then also a write access to the database takes place. The two shadow attributes on the invoice therefore lead to performance losses when loading long invoice lists. Therefore, the two shadow attributes invoice.SqlDiscountAmount and invoice.SqlValuteDate are no longer written and used as of version 6.4.0.17.

The database fields are still there, but will definitely disappear with version 6.5.

Release Notes Vertec 6.3

With Vertec version 6.3, the old reporting systems Internal Reports and Report Designer Reports (Rb-Reports) are deactivated. Therefore, Vertec introduced with version 6.2 the extended Office Reports, which replace these systems.

It is important that you check your reports before Vertec 6.3 and transfer those of the reporting systems mentioned here that you use to the new system.

• The reports are no longer available after the update to Vertec 6.3!

BEFORE upgrading to Vertec 6.3, check your reports and transfer the ones you want to continue using to the new system.

In Settings > Report Templates, all reports that are of the type Report or Internal Report are:

Please go through this list and find out which of these reports you still need after version 6.3.

Vertec 6.2 includes the following extended Office reports. These are stored in the Standard Reports directory and registered in Vertec, but are inactive for existing customers.

In addition, Vertec 6.3 provides the following Vertec reports as extended Office reports:

Vertec 6.3 deletes the up-to-date report registrations and activates the Advanced Office Reports. In the meantime, make sure that any corresponding reports you need are available as Advanced Office Reports.

The default output format for all these reports is PDF. If you want to output the reports as Word files instead, you can change this in the corresponding report registry.

If you have any questions, please contact your Vertec Advisor.

Release Notes Vertec 6.2

With the Vertec version 6.2 the operation of the classic app will be discontinued. Most features, which so far only run in the classic app, will be applied to the new apps at this time. However, the following features will be discontinued:

• Activity Calendar: The activity calendar will no longer be maintained. It will still be possible to synchronize the activities with Outlook, but there will be no longer a graphical interface (“Calendar View”).
• vtcForms Dialogues: Dialogues that use the Python module vtcForms will be set to version 6.2. They will be replaced by the new dialog mechanism introduced in version 6.1, which will also run in cloud clients. To find out if you are using vtcForms dialogues, use the analysis script from the article Preparing for Vertec 6.0.

The system settings listed below are also set, which are only shown in the Classic app as of Vertec 6.0.

With the Classic App, the Classic Web Entry also disappears. This is no longer supported as of version 6.2. Since Vertec 6.0, the Vertec Web App has been available for service entry via an Internet browser.

Please check in advance whether you can handle all processes that you now run with the Classic Web Capture also with the Web App. If this is not the case, please contact your Vertec administrator.

With the Classic app, the iPhone app will also be switched to version 6.2. Vertec will provide the new Phone app for iPhone and Android in advance.

Since Vertec version 6.1.0.10, the XML Server is part of the CloudServer service. The previous XML Server as part of the VertecServer service will be turned off. For more information, see the XML Server article.

Release Notes 6.1

The feature to log in a user based on the up-to-date Windows user name is a security risk and has been removed, as previously announced in the 6.0 release notes and in the Knowledge Base.

The following options are available as alternative solutions:

• Remember me: This feature was introduced with Vertec 6.0, see login / up-to-date user.
• Authentication via LDAP Server: This feature is introduced with this version 6.1 and is described in the article Authentication via LDAP Server.

Starting with Vertec 6.1, users can only log in with the password stored in Vertec (unless authentication via LDAP server is activated). This assumes that users know their passwords. Make sure that users know their passwords before updating to Vertec 6.1, so that they can log in to Vertec again after the update.

Office versions older than Office 2007 are no longer supported by the reporting mechanism and the Office add-ins.

With this version 6.1 the add-in support for the classic app is discontinued. The addins with new dialogs only work in the new apps.

The /SCRIPT parameter can be used to call a script in Vertec. In versions prior to Vertec 6.1, it was possible to specify the path to any script file. This is no longer allowed for security reasons. The /SCRIPT parameter now supports only Python scripts (with the .py extension) and scripts registered in Vertec.

If you have automated operations in Vertec, e.g. via batch file and/or task scheduling, you must ensure that only appropriate script files or Vertec scripts are called.

Release Notes Vertec 6.0

In Vertec 6.0, the following features from 5.8 no longer run:

• Automatic invoicing
• Reports for invoice on the project / case
• Scripts containing the msgbox and inputbox features (these must now be called vertec.msgbox and vertec.inputbox)
• Python scripts containing vtcForms run only in desktop clients and are set in Vertec 6.2

This has been communicated in the release notes for version 5.8. Please refer to the Preparing for Vertec 6.0 article before installing Vertec 6.0.

These system settings are not displayed in the new clients and have no effect. They will no longer be available as of Vertec 6.2 because the Classic app will be retired.

The following system settings are no longer initialized for new databases, but are still available for existing customers until further notice.