DMF 8.9 Release Notes – MacroView

MacroView DMF and MacroView Message enable the creation of document management solutions with the features offered by a traditional document management system and the added functionality and cost effectiveness of Microsoft SharePoint.

Key features

Intuitive tree-view navigation
Convenient, familiar right-click menus
Save documents and emails directly from Outlook and other Office applications
Search for files directly from Office applications, including custom search panels
SharePoint 2013, 2016, 2019 and SharePoint Online (Office 365) support
Works across multiple on-premises SharePoint servers and SharePoint online tenancies
Deploy settings with provided Group Policy templates

New in version 8.9

MacroView DMF 8.9 and MacroView Message 8.9 introduce a number of features including:

Personal Views. See more...
Advanced settings tab on Option dialog. See more...
Adobe 2020 and 64bit Adobe DC Reader and Acrobat support.
Tree View Quick Search. See more...
Corporate Email Filing (CEF) support for matching multiple rules. See more...
Set email alerts on folders and files. See more...
Apply and update retention labels in SharePoint online See more...
Deploy User options via the Resource Library See more...
Move To function supported on files. See more...
Refresh Indicator support added to SharePoint online servers See more...
Added support for OneNote files in SharePoint. See more...
Collapse all the tree view nodes from the tree view right click menu. See more...
Breadcrumb navigation. See more...
Save to multiple locations with a single MacroView Corporate Email Filing rule. See more...
Corporate Email Filing rule type to save to any location with a unique identifier. See more...
Support of drag and drop of files from DMF file list to other web applications. See more...
Option to not include the save location category on saved emails. See more...
Emails can be saved as PDFs to SharePoint See more...
Microsoft Authentication Library (MSAL) support See more...
Allow configuration of message classes that trigger save prompt when Save on Send is switched on See more....
Click here for a list of key features included in previous DMF / Message versions.

If you are an existing user of MacroView DMF or Message, please read this important notice

Download DMF Download Message Support and Tutorials

Release history

8.9.1468/1469/8.9.1475 Client / DMF Server 8.9.02 Release – Sept 2022

Personal views are now prioritised when using the 'folder name default views' setting. See more...
Configuration files are now removed from a user's %AppData%\MacroView DMF area when the path is removed. See more…
Improved performance of expanding Tree nodes.
Create Site Collection' extension now handles different signed in accounts in the same Office 365 tenant.
Updated the profiling dialog for choice, taxonomy, and Person/group fields. See more...
Added support for adding Terms to an open Term store in the updated profiling dialog.
Bug fixes (see attached release note for more information)

8.9.1343 Client / DMF Server 8.9.02 Release – June 2022

Mapping custom email columns part of DMF installation See more....
Email standardisers can now use custom email field mappings See more...
Allow configuration of message classes that trigger save prompt when Save on Send is switched on See more....
Removed unnecessary Outlook connect checks to DMF
Save on Send' and 'Send and Save' automatically no longer prompt the user if there is a personal or CEF outgoing rule
Added Central Configuration Location setting tool-tip
Cache updates correctly when removing a library
Added 'SentItemsProcessPeriod' value setting to the Advanced options See more...
DMF now uses SharePoint Online preview for MSG and EML files
First Run now includes MSAL authentication
Updated Manage Accounts authentication interface
Copy/move when selecting multiple files from different subfolders in a recursive view now disabled
Central configuration file location now validates the URL
Update First Run to include the latest release of MVSP
Bug fixes (see attached release note for more information)

8.9.1209 Client / DMF Server 8.9.02 Release – May 2022

Right click standardise now supports DMF email formatting See more...
Folders in file lists can now be toggled with a settings See more...
Map Folder Name To Field Value updated to restrict matching taxonomy fields See more...
CEF no longer has a 500 item search result limit
CEF unique identifier rules can now be extended to work with sites See more...
Show Site in Hubs' enabled when new servers are added
Update of 3rd party notices
Bug fixes (see attached release note for more information)

8.9.1086 Client / DMF Server 8.9.02 Release – April 2022

Save emails as PDFs See more...
Microsoft Authentication Library (MSAL) support See more...
Access and managed accounts from the DMF local service system try icon
Map Folder Name To Field Value extension in DMF+ and Message+ can map field names based on the parent folder/document set name See more...
Mailboxes are not monitored when no rules are enabled
Update to End User License Agreement and 3rd party notices
Support for proxies that require manual authentication
Create Document Set extension in DMF+ and Message+ updated to handle List View Threshold (LVT) situations in the associated SharePoint list.
Option added to enable/disable authentication broker. See more...
Bug fixes (see attached release note for more information)

8.9.910 Client / DMF Server 8.9.02 Release – March 2022

Support of drag and drop of files from DMF file list to other web applications. See more...
Option to not include the save location category on saved emails. See more...
Updated DMF handles LVT folders in the tree view.
Updated way DMF refreshes tree nodes.
Bug fixes (see attached release note for more information)

8.9.784/8.9.787/8.9.788 Client / DMF Server 8.9.02 Release – February 2022

Breadcrumb navigation. See more...
Refresh indicator for SharePoint online when renaming folders/document sets. See more...
Save to multiple locations with a single MacroView Corporate Email Filing rule. See more...
Corporate Email Filing rule type to save to any location with a unique identifier. See more...
Tree filter search context can now select the node or the entire tenant location. See more…
Setting to show/hide 'Link' and content types on the 'New' button. See more...
Improved the way DMF handles Restricted/Shared locations when Navigating to a URL.
More file types supported by preview on SharePoint Online.
Changing folder and document set content types when editing properties.
Tree View item sort order updated to be case insensitive.
Bug fixes (see attached release note for more information)

8.9.645/8.9.646/8.9.651 -December 2021/January 2022

EDS Enhanced Document security-now has a setting to display unique permissions in the file list. See more...
Added support for Site collection defined Result sources as DMF server entries.
DMF now handles multiple users saving emails with auto filed at the same time.
Updated the way File lists are loaded for SharePoint on premises servers to function the same way as lite servers.
Added "Filter on this term and all terms" for Managed metadata navigation for SharePoint online
servers.
MVSP configuration files are now included in the Central location file refresh mechanism.
Updated 'Refresh Indicator' to tracks changes more efficiently.
Updated the 'Create Document Set' Extension to support multiple library configurations where the library name is not specified in the xml file.
New Library' Extension to support the SharePoint 'Document content type'.
Outlook 'Save message' will now allow the user to rename single emails before saving.
DMF now ensures sites(with an associated hub) are not added into the "Sites" node.
Bug fixes (see attached release note for more information)

8.9.491 -November 2021

Refresh Indicator support added to SharePoint online servers See more...
OneNote files support in SharePoint See more...
Tree view nodes can be collapsed with a right click option See more...
Added right click copy/cut/paste options in profiling dialog fields See more...
Added support for moving multiple folders at a time See more...
Search Site Tree selected options are now maintained the registry of a user See more...
Added support for 'Open in File Explorer' to Folders and Document Sets See more…
Bug fixes (see attached release note for more information)

8.9.349 - October 2021

Apply and update retention labels in SharePoint Online See more...
Deploy User options via the Resource Library See more...
Move To function supported on files. See more...
New navigation selection pane in Outlook. See more...
Files under 'Shared with me' in Favourites mode can be sorted. See more...
[Me] placeholder supported on any check box control on search panels. See more...
Option to prevent saving of files to the root of a Teams document library. See more...
Open in File Explorer right click option on tree view nodes. See more...
Optional Content Approval right-click function included in client installation. See more...
Optional Merge Files right-click function included in client installation. See more...
Favourites mode available in condensed tree navigation dialog. See more...
Bug fixes (see attached release note for more information)

8.9.173/193 - September 2021

Tree View Quick Search. Search and navigate to locations directly from the tree view. See more...
Set email alerts on folders and files. See more...
Adobe 2020 and 64bit Adobe DC Reader and Acrobat support.
Corporate Email Filing (CEF) support for matching multiple rules. See more...
Filter file list items by Content Type. See more...
Email Standardizer function. See more...
Map Folder to Field support for document set and custom folder content types. See more...
Optional New Site Collection, New Site and New Library extensions for use with custom solutions
Optional PDF Pack extensions included in the DMF installation. See more...
Separate About and Extensions tabs on the Options dialog. See more...
Bug fixes (see attached release note for more information)

8.9.15/16 Release / Server 8.9.02 - August 2021

Personal Views can now be created, edited and removed. As well as columns in view can now be updated to support the creating of Personal views. See more...
Added an Advanced tab in User Options for additional registry settings that were previously accessed via registry or Group Policy . See more...
Added support for a custom color choice when enabling Highlighting. See more...
Added support for 64bit versions of Adobe DC Reader and Acrobat.
Bug fixes (see attached release note for more information)

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