Infinity v1.7 Release Overview:

Software as a Service (SaaS) is a software distribution model in which applications are hosted by a vendor or service provider and made available to customers over a network, typically the Internet.

On-premises software (sometimes abbreviated as "on-prem" software) is installed and run on computers on the premises (in the building) of the person or organisation using the software, rather than at a remote facility, such as at a server farm or cloud somewhere on the Internet.

Enhancement – Middle Tier (SaaS and on premises)

• In Infinity 1.6, the client talked directly to the SQL database

• In Infinity 1.7, the client talks to the middle tier, and the middle tier talks to the SQL database

• When you install the on premises client, you don’t enter the server name and database name, you just type in the server name, and the port number (38000).  This is for the middle tier. (‘Server’ service)

• Port 38000 needs to be open on both clients and server

• The services talk directly to SQL

Client install screenshot, where you type in the name of the server machine.

Enhancement – 9771 Voyager Projects team will send a ‘Welcome to Infinity SaaS’ email (SaaS only)

An example email is shown below

 

Enhancement – 8783 Install the SaaS client via a URL (SaaS only)

1.Click on the hyperlink in the email.

Your web browser will open and you will be asked if you want to run the install.

2.Click ‘Run’

The Welcome screen will appear

3.Click on the ‘license terms’ hyperlink to read the license terms

4.Tick the ‘I agree to the license terms and conditions’ if you agree with the license terms

5.Click Install and the green progress bar will show the install progress.  This may take a few minutes

 6.When the install has finished, you will be told ‘Setup Successful’ and the Voyager Infinity icon will be added to the desktop.

  

7.Click ‘Launch’ to Launch Infinity

 

Enhancement – 9640 The ‘Voyager Instance Code’ will give you access to the database(s) when input it into the SaaS client (SaaS only)

1. When the Voyager SaaS Client is launched for the first time, the ‘Enter Voyager Instance Code’ (VIC) screen will appear
   Copy and paste the ‘Voyager Instance Code’ from the ‘Welcome to Infinity SaaS’ email into the ‘Enter Voyager Instance Code’ window and click ‘Submit’

2.The Infinity Client logon screen will appear, with the Database filled in.

If you have access to more than one database, a drop down list will be available for you to select the database.

3.Enter your ‘User name’ and ‘Password’ and click ‘Submit’ to Logon to Infinity.

On premises works in a similar way

Enhancement – 9733 After 3 attempts at entering a Voyager Instance Code the client locks for 90 seconds (SaaS only)

To prevent users guessing the ‘Voyager Instance Code’ in an attempt to logon to a database, you are only allowed 3 attempts before the client locks for 90 seconds.

• When a user incorrectly enters a Voyager Instance Code for the first time, the following window appears

• When a user incorrectly enters a Voyager Instance Code for the second time, you are told that you have one final opportunity to enter a valid Voyager Instance

• When a user incorrectly enters a Voyager Instance Code for the second time 

 

Enhancement – 9509 Users can change their Voyager Instance Code on the SaaS client (SaaS only)

1.To change the Voyager Instance Code, click the ‘Cloud’ icon

2.Enter the new Voyager Instance Code, and click ‘Submit’

3.You are asked if you wish to continue?

4.The Infinity logon screen then appears

Enhancement – 8914 The SaaS client will automatically request to be upgraded when a new version is available (SaaS only)

The SaaS client will inform you that an update is required, and insist that you update the SaaS client before you logon to Infinity again.  Click ‘Yes’ and follow the instructions as per Enhancement 8783.

The on premises client will inform you that an update is required, and ask you to contact your IT administrator.

 

 

Enhancement – 8938/13574 Session Timeout (SaaS and on premises)

If Infinity has not been used, then the session will timeout and you will be required to input your password again, to continue using Infinity.  This is also true for the outlook connector.

The Session timeout is 30 minutes.

On SaaS you must re-login within 5 hours or your session will be cancelled.  On premises your session will not be cancelled.

On premises screenshot:	SaaS screenshot:

 

Enhancement – 11972 Windows Shutdown/Logout to warn if Infinity is still running (SaaS and on premises)

When a user tries to shutdown windows, the ‘There are x applications still need to close’ window appears.  The user needs to click ‘Cancel’ and log back into Infinity and close it down properly, before closing windows.

This will prevent any unsaved work from being lost.

Enhancement – 12634 SaaS users are limited to 250 records in the find screen (SaaS only)

When your results display more than 250, you are warned.

The first time you run the search you are warned via a pop-up:

 

And also under each results a warning appears in red:

 

The second time you run the find, the pop-up does not re-appear, but you are warned in red

If you are warned that there are too many records, then you will need to change the details added into the find screen (i.e. include a first name as well as a surname), otherwise the record you are looking for may not appear in the list.

On premises users are not restricted in the number of records.

Enhancement – 12321 SaaS users are prevented from using the Find screen when there are no criteria entered. (SaaS only)

SaaS warning message:

 

On premises warning message:

 

Enhancement – 11104 ‘Auto runs’ on the find screen has been restricted to a minimum of 3 characters and are only performed once the user has paused typing (SaaS and on premises),

Auto run, automatically runs the Find when you type.  This has been restricted to a minimum of 3 characters.  The find is only run when the user pauses typing.

The feature may not be on

 

 

Enhancement – 9481 Prevent uploading attachments that exceed a certain size (SaaS and on premises)

All attachments are limited in size.  Attachments can be added to Infinity in various ways

• The SaaS limit is set to 2MB
• The on premises limit is set 10MB

When adding a CV/attachment/photo/notes into Infinity, you are prevented if the file is too big

 

Exchange sync (11688) will log an event stating that the file could not be attached because it was too large:

 

iCapture - Exchange data source – a log is made in the event viewer

iCapture - Outlook Add in – you are prevented from posting to Infinity

 

Broadbean (11695).  When downloading Broadbean results, the following message appears:

 

Enhancement – 12099 Broadbean results must flag applications that have missing attachments due to attachment size restrictions (SaaS and on premises)

The Broadbean Results window flags applications that have oversize attachments

There is a warning triangle against the application with an oversize attachment

 

Hovering over the triangle displays the details:

 

Open the 'txt' file.  The document states the size of the file and the maximum size limit.

 

 

The option to post applicants directly to iCapture ignores results that have oversize attachments

Applications with oversize attachment will not have the iC symbol, as they are not automatically posted to iCapture.

 

 

Enhancement – 9521 Most Services are now multi-tenancy services (They support multiple databases) (SaaS and on premises)

Infinity Services can now support multiple databases, either on SaaS where the services support multiple different customer databases, or on premise where the services support multiple databases for the same customer.

This list of services that are now multi-tenancy services are:

• 9522 - Broadbean
• 9529 - Job posting
• 9537 - Seek
• 9544 –Scheduled Report
• 9553 – iCapture
• 9557 – Exchange Sync
• 9561 – Exchange Processor
• 9565 - SMS
• 9569 - Workflow
• 9576 - Auto search
• 9583 - Indexing

 

Enhancement – 11098 Some Service Settings are greyed out (SaaS only)

Greyed out Service Intervals

As the services are shared by multiple database, there are certain settings that could potentially affect the performance of other Infinity users / databases.  These settings have been greyed out.   These are mostly settings such as service intervals

Greyed out File paths

There are also some settings that are entered as a ‘file path’.  These setting are not relevant in a SaaS environment as SaaS doesn’t have a ‘file path’.  In the case of iCapture, ‘OneDrive’ can be used, instead of the ‘File folder’

Search Options

Administration - Search Options – General Tab

 

Administration - Search Options – Attachment and CV Indexes Tab

 

Administration – Search Options – Mailbox Pools

 

Administration – Search Options – Folder Pools

 

SMS Options

Administration – SMS Manager Options

 

Financial Settings

Administration – Financial Settings

 

Administration – Financial Settings

 

Job Posting - Broadbean

Administration – Job Posting – Broadbean Tab

 

Job Posting – Own Site

Administration – Job Posting – Own Site Tab – Service Options Tab

 

Administration – Job Posting – Own Site Tab – Destinations Tab

The ‘Network folder’ option has been removed from the drop down list.

 

Job Posting – SEEK

Administration – Job Posting – SEEK Tab

 

iCapture

Administration – iCapture Administration – iCapture Schedule

 

Enhancement – 12111 Performance (SaaS and on premises)

Performance has been improved across the entire system

Enhancement – 13599 Password Changes for increased security for SaaS (SaaS and on premises)

As SaaS users are connecting across the internet, it is important that password security is enhanced and enforced

Passwords are also now stored in a way that means its encrypted version is not the same as another user with the same password.

Password options greyed out (SaaS only)

Administration – User Administration – Password Options

 

New Users (SaaS and On Premises)

• When creating a new user, the ‘User must change password at next logon’ option is set
• You must set a temporary password
• The user must logon with the temporary password, and they are then forced to change their password (You are NOT allowed to change it to the temporary password, even if the ‘Password must not be of the last x’ option has NOT been set)
• Blank passwords are NOT allowed

 

When you edit a user, you will see the same 4 check boxes.

 

• The ‘inactive’ check box is now an ‘active’ check box, to be consistent with other screens
• The ‘password never expired’ option, will not require the user to change their password, if password complexity rules are enhanced

User Import Tool (See Enhancement 13619)

The ‘User Import Tool’ also generates random passwords

• The user must logon with the randomly generated password, and they are then forced to change their password (You are NOT allowed to change it to the temporary password, even if the ‘Password must not be of the last x’ option has NOT been set)

 

Enhancement – 11841 SaaS runs Reports as a ‘1 occurrence’ scheduled report (SaaS only)

Due to the nature of SaaS, SaaS reports have been changed so they run as a ‘1 occurrence’ scheduled report

The reports are then run by the service on the server and not by the client, which allows you to continue working while the report is being generated.

‘1 occurrence’ scheduled reports are set to run 2 minutes after they are created, and the reports appear in My Infinity once they have run. (If the time is set in the past, the service automatically schedules it for 2 minutes in the future)

 

If you wish to keep the report, we recommend that you rename it, to prevent multiple reports with the same name appearing in My Infinity.

Some reports have data parameters: Day Before, Current Day, Next Day, Last Week, Current Week, Next Week, Last Month, Current Month, Next Month, Last Quarter, Current Quarter, Next Quarter, Previous 6 Months, Next 6 Months, Last Year, Current Year, Next Year

On completion of the parameter's click on create and a confirmation message will appear:

 

Within your My Infinity panel the report will appear as an entry:

 

Clicking on this will open a dialogue box with the report details:

 

Reports can be removed from My Infinity via the ‘Remove Notification’ button, if you only needed to view the results once and not keep the report.

Alternatively, you may want to keep the report in My Infinity, if you wish to view them at a later date e.g. run the consultant statistics report once a month and keep them, so you can view the stats from previous months.

Note: Reports available from lists are not available in SaaS at this time.

Enhancement – 11971 Adding OneDrive data source to iCapture (SaaS and on premises)

Infinity supports consumer OneDrive, (NOT OneDrive for Business)

This has been developed as an alternative to the ‘File Folder data source’ which is not available for SaaS users.

This type of data source allows you to have CV’s uploaded to iCapture or the database from your OneDrive account.

 

For more information on OneDrive click here to view the website.

Once you have created your OneDrive account you can add it as a data source:

Data Source Name – this will show in iCapture to allow users to know where the CV has come from

Click on ‘Authorise OneDrive’ which will then open the Microsoft login screen, enter your username and password for your OneDrive account:

 

You will need to authorise Voyager Infinity to access to certain areas of your OneDrive account, click Yes

Within the Data Source you will see that the OneDrive account is now showing the name of the account

Within your OneDrive account you will now have a folder called Voyager Infinity, this is the location where you should upload your CV’s to be posted into iCapture or Infinity Database.

Enhancement - 9884 Merging Duplicate Candidate Records (SaaS and on premises)

Although every effort should be made to avoid creating duplicate candidate records, it can be possible to create a duplicate version of the same candidate.

NB: The duplicate facility is run once a day and therefore may not show all duplicates until this service has run.

Duplicate Warning within a Candidate Record

The warning message will appear when you first load the candidate record just below the ribbon bar and a "Has potential duplicates" warning will show next to the Candidate Basic Details:

 

 

"Click to show" or clicking on "Has potential duplicates" link will open the duplicates for that candidate:

 

A green match means a High match, Amber is a Medium match and Red is a Low match.

Click on the expand icon to view key details (Telecoms, Address, DOB) for the candidate records, this should allow you to identify if they are genuine duplicate records, although you can also open the candidate records via the Candidate Code or the Candidate Name:

 

In addition, you can click on the 2^nd expand icon to access the consultants, Last 5 Events and Last 5 Work Histories tabs for each of the records:

 

Using the Duplicate Candidate List

You are able to access a full list of potential duplicate candidates via the application menu.  In here you will see each candidate record that has been identified as a potential duplicate.

You will see 3 columns for High, Medium and Low matches, this relates to the probability of a match in the database. This works on probability of being a duplicate record and uses key details like mobile numbers, DOB, Post Code as well as name (although it doesn't have to match all names). This will assist in identifying obvious matches but also to investigate in more detail the Medium and Low matches.

 

Click on the expand icon to view key details (Telecoms, Address, DOB) for the candidate records, this should allow you to identify if they are genuine duplicate records, although you can also open the candidate records via the Candidate Code or the Candidate Name:

 

In addition, you can click on the 2^nd expand icon to access the consultants, Last 5 Events and Last 5 Work Histories tabs for each of the records:

 

Remove Warning

If you have found that the candidate is not a duplicate record, then you can select the "Remove Candidate from Group" this will ensure the two records will no longer show as duplicates.

 

NB: This is not reversible and therefore the two records will not be available to merge in the future

Permissions

You need the ‘Merge Candidate’ permission to merge candidate records.

By Default, ‘Infinity Administrators’ do have this permission and ‘Infinity Users’ don’t.

You will also need ‘HARDDELETE Candidate’ object permissions, to delete the duplicate record after the merge has completed.

Merging Records Wizard

If you have confirmed the two records are a duplicate on the database then you will need to select both (select one and then hold control and select the other) so both entries are highlighted and then select the merge button, if you have more than two records as a duplicate then you will need to merge two and repeat to merge again

 

This will launch the Candidate Merge Wizard, taking you through the steps of merging the records:

Step 1

Identify which of the two records should be treated as the Primary and Secondary (this will control which of the records will keep the default CV and primary contact details, although if you Show address & telecom choice wizard page you can amend what telecoms will be treated as primary) use the Swap button between the two entries to change which to set as the Primary:

You will receive a verification message if both records are available to merge, this will ensure no other users are editing either of the candidate records

You are prevented from merging if the secondary candidate is linked to a contact or the secondary candidate has placements:

Step 2 (if applicable)

Identifying telecoms and addresses to be set to default and preferred, tick as appropriate:

Step 3

Ready to merge confirmation message. Click on Finish to complete the merge. There is also a facility to delete all other matching candidates in the group although it should only be selected if you are sure you have checked all records and are happy that you will not lose any information from the other records.

Final Confirmation message

Merging process can take a few minutes to complete depending on the amount of data on the records

The records are merged and the ‘primary’ records details are kept. (except for telecoms/addresses which are controlled by the wizard)

Call-back's, attachments, meetings, shortlist entries, interviews and placements are merged together so entries from both candidates appear for the merged candidate

Note: Custom fields are not merged by the candidate merge utility

Event log

An event is logged indicating the code numbers of the two merged candidates:

 

 

Enhancement – 12644 Allow Editing of reference data while other users are logged in

Reference data had been recently changed to only allow editing of reference data if you had exclusive access to the database (i.e. no other users were logged in).  This was done to protect against changes in reference data causing errors.

This has now been changed back to allow editing of reference data (presuming you have permissions) while other users are using the database.

 

Enhancement – 13619 ‘User Import’ is now available to all users with ‘User Administration’ Permissions

The ‘User Import’ tool was released with Infinity 1.5, but was only available to Voyager Support.  This is now available to any user with appropriate permissions.

 

An ‘Import from CSV’ button appears on the ‘User Administration’ tab of the ‘Administration’ screen, if you have ‘User Administration’ permissions

 

This opens the ‘Import Users from CSV’ window, which allows you to browse for the file.

You then click ‘Import Users’ to run the import

If the username and/or short name already exists, it will skip the user and continue

If the user doesn’t already exist, they are added.

 

The csv file has 19 columns.

The first row is the header row, which is ignored by the import, but allows support descriptive column headings.

The PAF column should display either ‘Distance’ or ‘Postcode’

The user level column should display either ‘User’ or ‘Admin’ for the user to be added to the appropriate security role.

The excel spreadsheet has restrictions on the characters you are allowed to input and the format of the data.  This ensures that the ‘user import tool’ works correctly.

 

 

If you too many users are given access to PAF, they will be added to Infinity.

The User Administration screen will display the numbers in Red, to indicate an issue.

 

When the users log in, they are told that too many PAF licenses have been allocated, and PAF is being disabled.

 

Note: There is a known issue #10775 where blank rows in the excel spreadsheet create a user with blank details.  The workaround is to remove all the blank rows before the excel file is saved as a csv file.

Enhancement – 9754 Schedule ‘Excel’ Reports (SaaS and on premises)

In Infinity 1.6, only ‘printer’ reports (Reports designed to be printed) could be scheduled.

Excel reports (Reports that appear in excel) can now also be scheduled

 

Enhancement – 11590 Find Jobs by ‘Client Ref’ (SaaS and on premises)

 

Enhancement – 9506 the help file is now accessed through a Browser (SaaS and on premises)

 

 

Enhancement – 8713 Users email address is automatically added to the internal company (SaaS and on premises)

When adding a new user to the internal company in the User Admin Screen, the user's email address is added to the contact record.

This will allow exchange sync to work

User Admin:

 

Email automatically added to the Internal Company:

Enhancement – 8756 Dashboard to record emails not sent through Infinity (SaaS and on premises)

The Dashboard Records Emails to Candidates / Company Contacts.

Infinity now also records emails sent from outside Infinity that are logged in Infinity by Exchange Sync.

 

 

Enhancement – 8757 Consultant Stats reports to record emails not sent through Infinity (SaaS and on premises)

The consultant stats report (Portrait & Landscape) record Emails to Candidates / Company Contacts

Infinity now also records emails sent from outside Infinity that are logged in Infinity by Exchange Sync.

 

Enhancement – 11786 Set the Exchange server to newer than 2010 (SaaS and on premises)

A 2013 Exchange server can be added to Infinity

 

Enhancement – 9075 Support for SQL 2014 (SaaS and on premises)

Infinity has been tested with SQL 2014 and is now supported

Enhancement – 11904 When Infinity is launched, a ‘Starting up’ screen immediately appears (SaaS and on premises)

 

Enhancement – 12798 Custom fields have an ‘Is Blank’ operator (SaaS and on premises)

 

Enhancement – 12856 Date only fields are now sortable (SaaS and on premises)

To sort dates, click the column header

Enhancement – Sector has been removed from the ‘New Job’ page (SaaS and on premises)

Sectors in their current format are no longer supported and therefore Sector has been removed from the ‘New Job’ page

 

Enhancement – 6338 Adding ‘Insert CV Builder’ to the right click options on a CV and removal from the Voyager Infinity tab (SaaS and on premises)

To improve the stability and speed of the CV Builder process, we have now added it to the options in the candidate record rather than within the Voyager Infinity Word tab.

Right clicking on a CV you will have the option to “Insert CV Builder”

 

The CV Builder Options will then appear, select the appropriate CV Builder from the dropdown list.

 

The CV will then open with the CV Builder inserted.

NB: - you will no longer have the option to insert CV Builder from the Voyager Infinity tab in Word

 

Enhancement – 12982 iResearch now uses a new Web Browser (SaaS and on premises)

The ‘Windows.Forms.WebBrowner’ browser has been replaced with the ‘CefSharp’ browser

This has enabled more stability and also means you can add other iResearch destinations that will enable the download function to deliver straight to iCapture. 

Adding Broadbean as an iResearch Destination

Within the iResearch Destinations section of Administration add Broadbean and the URL:

http://www.adcourier.com/cvsearch/

 

Click Save

Unfortunately, the Keyword field in iResearch will not function due to the structure of the searching within Broadbean, however enter any term you wish, this will open the new search area of Broadbean.  Enter your criteria and search.

Using Broadbean in iResearch

Once you have selected Broadbean, enter any word into the Keyword field, this will open Broadbean’s Search.  Enter criteria as desired.

Once you have identified a candidate, click on download:

 

The File Download dialogue box will open and select Process file through iCapture

Once the CV is loaded into iCapture you can process in the same way as any other CV.

Adding Indeed as an iResearch Destination

Within the iResearch Destinations section of Administration add Broadbean and the URL:

http://www.indeed.com/resumes/{SEARCHTERM}

Click Save

Using Indeed in iResearch

Once you have selected Indeed, enter search words into the Keyword field, this will open Indeed’s Search.  Enter criteria as desired.

Once you have identified a candidate, click on download:

 

The File Download dialogue box will open and select Process file through iCapture

 

Once the CV is loaded into iCapture you can process in the same way as any other CV.

Enhancement – 13915 Searches for ‘current salary’ match a single current employment record (SaaS and on premises)

When a candidate has two current jobs, and you are searching for ‘Current Salary’, the candidate is found if one of the employment entries match the criteria

Candidate page shows two current jobs:

 

Search criteria:

 

Candidate in search results, with correct ‘Current Salary’ displayed:

 

Enhancement – 13802 Quick way to search Candidate/Contact Current Job Title (SaaS and on premises)

It is now possible to quickly search on the ‘Current/Last Employment’ field when searching for Candidates & Contacts (See Candidate examples below)

Previously this was only possible via the ‘Work History (Adv)’, with the ‘current’ flag set.

Candidate page Current Employment:

 

Select the Search field ‘Current / Last Job Title’:

 

The search criteria screen:

 

The equivalent search in Infinity 1.6 (This option is still available in 1.7):

 

Enhancement – 9896 Dubai is now available as a location in Broadbean (SaaS and on premises)

 

Enhancement – 9899 Validate Broadbean credentials in the user admin screen. (SaaS and on premises)

When you edit a user in the ‘User Administration’ screen, the Broadbean ‘Username’ and ‘Password’ now have an  icon, to validate the Credentials.

 

Enhancement – 10003 Filter Broadbean applications by Suitability/Ranking (SaaS and on premises)

The applications on the Broadbean results tab of the Job page in Infinity can now be filtered by ranking and suitability, based on the setting in the ‘Job Posting’ tab on the administration menu.

During an upgrade, if ‘All’ was selected in 1.6, then all 4 options will be ticked in 1.7, and all applications will be shown in the list.

Infinity 1.7 screenshot	Infinity 1.6 Screenshot

 

Enhancement – 10004 Broadbean applications that match the filter criteria will be posted directly to iCapture (SaaS and on premises)

This new option is left un-ticked by default; when ticked, new Broadbean applications will go directly into iCapture providing they comply with the Candidate application filter.

During an upgrade this new field will default to un-ticked

 

Enhancement – 10928 Refresh button added to the Broadbean jobs posted queue. (SaaS and on premises)

This is available from the application menu ‘queues’ option

 

Enhancement – 11528 Multi-select attachments in the comms centre / event logger (SaaS and on premises)

1.Comms Centre

When sending emails, you can add an attachment

 

 2.Event Logger

When logging an event, you can add an attachment

 

You can now multi-select to add the attachments to the candidate page, and click ‘Add Selected’

 

Fixes Included

462 Issues have been fixed.

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