Reserves 5.18 Release Notes

Quorum Reserves 5.18.0 is now available. Notable changes and improvements in this release include:

• Groups for Hierarchies and Filters
• Update Data Option Control Enhancements
• Character Counter added to Custom Action Dialog
• OData Result Set Scheduler supporting technology change
• Energy Components Integration Phase 1
• Service Accounts added for all Integrations in CCM
• Technical Debt Updates including Azure Service Bus SDK and removal of Oracle dependencies
• Installer Improvements
• Bug fixes and Veracode fixes

Build Numbers

Reserves Build: PL5180_20241031_5.18.0.172525

CCM Build: CCM_20241101_1.0.0.172565

Installer Build: Reserves-Installer.20241031.2

Centralized Configuration Manager (CCM) Farm Upgrades

There is a CCM farm upgrade available to support the new features in petroLook 5.18.0. If manually updating the CCM application, run the UpdateCCM.exe to upgrade your CCM farm.

Database Upgrades

There are no migrations to the database necessary to support the new features in petroLook 5.18.0.

Groups for Hierarchies and Filters

The main Reporting navigation now includes Groups for both Hierarchies and Filters. These are an extension of the Groups in place for Reports and Loaders and are defined under the same Definitions page in Reporting. The supporting Security permissions have also been added as an extension to the Security by Object Privileges for Report and Loader Groups.

Defining Groups

The Group Type list on the Reporting->Definitions->Report and Loader Groups page has been extended to include Hierarchy and Filter Groups:

Applying Groups

Once defined, Groups are available to be selected from the navigation Hierarchy/Version Selection pane:

Update Data Option Control Enhancements

The Updater Option Controls have undergone two major improvements to include default values and an increase in the number of available controls.

Default Values

The Updater Option Control definitions have been extended by two optional values to include support for a Default Value. The Configuration setting is now defined as:

[Attribute Display/Column Name], [Control Type], [Default Value], [Override Existing with Default]

For example:

For Objects without an entry for Completion Date Results in:

Maximum Number of Option Controls

The Maximum Number of Option Controls has been increased from 15 to 30 controls for a single Updater.

Validation of DatePicker control entries

The DatePicker control now has validation logic applied when the Action button is pressed. This will catch invalid entries that have been user typed or pasted into the control. The font colors have also been updated so that a red font indicates an invalid value, and blue font indicates an edit underway.

Character Counter added to Custom Action Dialog

A Character counter has been added to the Custom Action Dialog to help users understand the maximum number of allowed characters the action field will accept.

Defining

In the Configuration->Settings->Settings page and new setting has been added for CommentLength:

Usage

The counter will display the current and maximum number of characters including non-printing characters like spaces and carriage returns:

OData Result Set Scheduler Update

The OData Result Set Scheduler that manages when the Result Set Instance data refreshes happen has had one of its supporting technologies updated. The page now uses the same technology as the Task Scheduler which is the component that runs overnight and offline jobs such as the Cache Cleaner and Job Log Cleaner Processes. Prior to this change, the page was having difficulty sustaining the necessary credentials required to trigger the refreshes through IIS events like Idle time-outs.

Step 1 – Click Edit:

Step 2 – Click Save:

Step 3 – Monitor Job Log to verify the Instance has been refreshed. This will have 2 job logs per instance refresh:

Energy Components Integration Phase 1

A new Integration for Energy Components has been added to pull actual production data into Reserves to aid the current period reconciliation. Phase 1 of the integration covers Connection, Authentication and Variable Mappings like other integration configurations in Reserves. Phase 2 integration will complete the Reserves Loader elements for data retrieval and storage within the configured database staging tables. Timing for Phase 2 is scheduled for the Spring 2025 release of Reserves.

Service Accounts added for all Integrations in CCM

To support the implementation of the different integrations across varied environments, a Service Account has been added for each integration type. If defined in the CCM, the credentials are stored encrypted in the application configuration.

Technical Debt Updates

There have been several updates made to the application for current security and functionality standards. There are two major updates for the 5.18.0 release, as well as number of other updates summarized below.

Azure Service Bus latest SDKs

Microsoft has been updating the Azure Service Bus libraries and is planning to retire a few older versions which no longer conform to their Azure SDK guidelines on Sept 30, 2026. For Reserves version 5.18.0 we have updated the libraries to the latest Azure Service Bus SDK versions and have made code adjustments to accommodate for some of the new Microsoft approaches. There are no actions required by clients with this update, all necessary supporting artifacts are contained in the release. Further information from Microsoft:

https://azure.microsoft.com/en-ca/updates/retirement-notice-update-your-azure-service-bus-sdk-libraries-by-30-september-2026

Removal of Oracle Dependencies

Reserves has reached the end of support for running the core Reserves application on an Oracle database. Oracle assemblies will no longer be contained in the release artifacts, however the native .Net Framework does contain Oracle methods which will support legacy custom Oracle Loaders.

Additional Updates

A number of other updates are summarized below:

• Update System.IdentityModel.Tokens.Jwt and Microsoft.IdentityModel.JsonWebTokens
• Update SharpZipLib
• Update or remove rest sharp nuget
• Update Html Serializer
• Update Newtonsoft to latest version

Installer Improvements

The Installer has had two main additions: the Bootstrapper and Fields for the new CCM VN and EC username and password.

Bootstrapper Migrated to Installer

The legacy standalone Bootstrapper application has several dependencies on deprecated components which will be removed from the application artifacts for the next major release. In preparation for that release, the Bootstrapper functionality has been migrated to the Installer and can be run from the Database tab.

List of Installer Improvements

Numerous improvements have been made to the Installer:

• Reserves Installer:
  • Standalone Agent Install - GUI and label updates
  • Add Fields for new CCM VN and EC username and pwd
  • Standalone Agent Uninstall doesn't stop the Windows Service
  • Standalone Agent GUI Install throws farm error
  • Artifacts tab : disable the Artifacts http(s) request
  • Add a Confirmation to the uninstall
  • Trim whitespace from entry fields
  • xml local License File check
  • Provide a default CCM URL value
• Add warning to UI if ccm name and web app name are the same
• Change path permission error to warning
• Investigate prereq check for .NET Framework 4.8
• Make more descriptive / better default values
• Make Services host url default value same as ccm host url
• Adjustments to the CCM hostname parameters
• Change the CORS optional field to mandatory

Issues Resolved 5.18.0