General Notes

Support Ticket information: Tickets with numbers starting '22-' can be accessed in SalesForce; other tickets can be accessed in Freshdesk. When a ticket for the same issue exists in both systems, both numbers are included. (The Freshdesk system was deprecated on 2022-11-07 and it is not updated with new information.)

Upgrading to Planning Space 20.3: See the Planning Space Deployment Guide (Version 20 Upgrade Paths) for the latest information about upgrade paths from version 16.5 to 20.3.

Installation changes - Update 17 and later: Releases since Update 17 use a new installer platform based on the WiX Toolset. This provides a single, unified EXE file for installing any of: Planning Space (IPS) server; Planning Space client application; CX Suite client applications; LP Solver service. For the updated installation instructions see the Deployment Guide. When the WiX-based installer is used for the first time, a complete uninstall of the existing Planning Space installation (i.e., Update 16 or earlier), followed by a machine reboot, will be required. Subsequent Updates can be installed in-place.

Database upgrades for this release

Mandatory database upgrades for IPS Common and Tenant databases are required for this update.

Planning Space (IPS)

New Features

IPS Admin API: Added endpoint 'licenseserver/api/v1/licenseusage' which provides detailed historical data on the usage of licenses.
Security improvements: Added support for HSTS protocol, and improved handling of cookies, to address web vulnerabilities.
OAuth authentication: Added support for PKCE, client registration, and client credentials OAuth protocol flows.

For more information about these changes, see the Planning Space Deployment Guide .

Fixed Defects

Description	Support Ticket
Planning Space login - tenant selection: Fixed an issue so that, if tenant display is enabled, users will only see tenants listed for which they have an active account.	22-00867032

Planning Space Dataflow

New Features

Added a new API endpoint 'PlanningSpaceDataflow/api/v1/report' which can be used to start the generation of reports (Document or Multi-dataset) and to retrieve the report contents.

For more information about these changes, see the Planning Space User Manual .

Fixed Defects

Description	Support Ticket
Workflows: If the IPS Service failed while a workflow was running, it was not possible to check or modify the workflow status in Dataflow; this issue has been fixed so that workflow status is reported correctly in the UI.	22-00848835, 127543
Load from Economics tool - Project Grouping option: If a project has not been calculated with a sensitivity run based on project scenario settings, then all of the grouped variables will be set to value "[None]". This situation was incorrectly triggering import errors. The loader will now continue the import and put warning messages in the log.	22-00846261, 124653
Data Utility: A timeout exception error was happening during node calculations in cases where the parent document had Price Link variables associated, which causes extended lookup times. The timeout period has been extended and the retry logic has been improved.	22-00852078, 128132
Load from Database tool: Fixed a UI bug where the 'Override Data Source' dialog would not open, if the 'Edit Template' dialog had previously been opened and closed without making any changes.	22-00851720, 130505
OData API: Fixed a bug where data values were not being converted from real to nominal when the inflation date was being set in the API request.	22-00851559

Planning Space Economics and Financials

New Features and Fixed Defects apply to both applications, unless otherwise noted.

New Features

Excel Spreadsheets in Regimes: Added the ability to use Excel User Defined Functions (UDF) in spreadsheets.
Manage Hierarchies: The column filters configured in the hierarchies table are now persistent between user sessions.
Reporting: Added Real/Nominal settings for individual linked variables in report templates; report runs can use the setting 'From Template' to apply these individual values, or override them.
Result Sets - Contract Terms Sensitivities: Term Variables Sensitivities are now inherited from the parent node, or overridden, at every node in the calculation hierarchy, in the same way as for the Project Sensitivities and Economic Limit settings. By default, the 'Inherit terms variables from parent node' check boxes are enabled, and the setting for the top-level Corporate Rollup folder will be inherited by all other nodes.
Result Sets 'Copy': The Copy function has been extended to apply to folders in the explorer. This means that entire nested structures of folders and Result Sets can be copied in one step.
Sensitivity Result sets: Added ability to change the decimal precision for variables in report tables and charts.
Dataflow Link: The 'Filter' field in the link configuration can be directly edited instead of using the logic editor dialog; existing Filter definitions can be copied as text strings and pasted into the same or other Filter fields.
Hierarchy 'Copy From': Added options to include the source hierarchy price deck and currency deck in the copy.

For more information about these changes, see the Planning Space User Manual .

Fixed Defects

Description	Support Ticket
Economics API: The '/data/v1/Calculate' API request was creating temporary log files on server disk with no cleanup process to remove them. The code has been revised so that no disk-based files are used; all log information of interest to the user is included in the API response data.	—
Regime templates: Fixed a bug that was that was causing an exception error when a custom named range was used to link a variable in a template.	22-00849804, 128558
Dataflow link - Pivot and Aggregate: Fixed an issue in the aggregation of periodic values from documents with different start dates, which was causing unexpected shifts in dates in the aggregated document.	—
Result Set calculations - unweighted ringfence mode: Fixed an issue with the calculation option 'Align scenarios (unweighted)' which was generating wrong results if a specific project scenario was chosen in the result set runs.	—