Release Notes (6.0 On-Premises)
New Features
All components in the Gimmal Records 6.0 on-premises release have had a user interface refresh with updated branding. Installers have been updated to match the latest functionality, and all elements have been modernized to include optimizations for performance.
Core
User Interface Refresh
The look and feel of Gimmal Records has been updated to modernize the solution and facilitate integration with the Gimmal product suite. Changes include:
Choice of Theme: Dark (blue) or Light
Updated interface with streamlined menu and navigation options
Collapsible left menu with modernized navigation icons
Inbox Improvements
Users navigating the Gimmal Records Inbox will find a number of added usability enhancements. Updates include:
Improved Inbox Action performance
New operators for filtering (e.g., ‘Contains', 'Starts with’, etc.) have been added to text fields
Support for multi-column sorts
Separate views for Case-Based records and Administrative records
Lifecycle Processing Service (LPS) Improvements
Enhancements have been added to improve the performance and functionality of the lifecycle processing service (LPS). This includes the introduction of a new job queueing framework for Life Cycle Processing to improve scalability and reliability.
Local message tracking via a database table to monitor job status and ensure completion.
Support for automatic retries of failed messages to enhance fault tolerance.
Notification Scheduling Improvements
Additional options now allow for fine-tuning schedules to pinpoint sending notifications.
Improved Password Security
To keep Gimmal Records current with security standards, any new non-SSO passwords will need to meet a minimum of 12 characters in length.
Note: Existing passwords will not be affected.
Configurable Expiration Dates in Inbox
The number of expired items available to be viewed in the Inbox can now be adjusted by selecting the default number of days before expiration.
Alert for Lifecycle without Approval
When saving a new or modified Lifecycle, an alert will inform the user if the Lifecycle contains phases that have ‘Require Approvals’ unselected.
Configure Session Timeout
Administrators can now configure session timeouts applicable to all users. This functionality is found in the Global Preferences.
New Operators
"Is Blank" and "Is Not Blank" operators added to Classification and Trigger Rules.
Batch Disposition*
A new method for approving records for disposition has been introduced to Gimmal Records. This optional feature gives administrators the ability to group records ready for disposition into batches created at scheduled intervals. This functionality allows more granular control of approvals and reporting.
*Note:
Features marked with an asterisk (*) belong to optional add-on modules, which are not included in the standard deployment.
SharePoint Online Connector (SPOC)
A new SharePoint token called @sp.modified has been added to the property bag. The @sp.modified value will return the value for the SharePoint Modified property (SPBuiltInFieldId.Modified) for SharePoint records. Note: A full crawl will populate this value for existing records. Any newly modified file will be updated in an incremental crawl.
Service Improvements
Enhancements have been added to improve the performance and functionality of the SPOC processing service, including:
o Optimized memory management
o Improved performance of the incremental classification jobs
Improved Logging
Validation errors are better handled by increasing the number of characters for Title fields to 800 and adding more details for any further validation errors.
'Title' value change
Responding to customer feedback indicating the default ‘Title’ value was not helpful for identifying SharePoint files in a list, the value used for the clickable ‘Title’ column in the user interface will be the DisplayName property, if available.
Universal File Share Connector (UFSC)
The core assemblies of the Universal File Share Connector have been updated to support the most recent LTS version of Microsoft .NET.
Box Connector
Optimizations have been added to make the custom and incremental classifications more robust and performant.
Resolved Bugs & Issues
ID | Component | Description | Ticket # |
|---|---|---|---|
85936 | Core | Local Group added as an Approver for a Record Class Don't Receive Email Notifications | |
90111 | Core | Destruction Certificates are not generated in certain situations | |
91306, 94611 | Core | Error saving the Inbox view with a large number of properties | 00020821 |
91883 | Core | A large number of inbox properties prevent the opening of the ‘Submit Approvals’ dialog | |
99925 | Core | OData database connection doesn’t use the SQL Timeout setting | |
100534 | Core | Occasional locking issues due to LPS blocks running in the incorrect order | 00024969 |
95642 | Core | Refactor Inbox Action Code to Use Single SPROC | 00024985 |
97089 | Core | Values were missing from the audit when a Case File was paused or un-paused | |
103096 | Core | Record filter (permission group) in the inbox causes slowness | 00024969 |
103144 | Core | Reports occasionally get stuck on the loading page | 00024985 |
104081 | Core | Memory errors when running reports |
|
104664 | Core | Sibling record classes to have their current phase reset when the child class is changed in certain circumstances. ((104675) New Child Record Class, (104676) Reverting Child Record Class) | 00022446 |
104653 | Core | No audit entries were created when it inherits from or reverts to the parent lifecycle | 00022446 |
98113 | Core | Manual classification was not always locking records | 00023726 |
91107 | Core | Recordizer update changes record class | 00020621, 00022061 & 00023511 |
92553 | Core | Incorrect/Missing destruction certificates (in certain circumstances) | 0002109, 00022218, 00024175, 00024423 |
97511 | Core | Update out-of-date components [jQuery] and [ASP.NET MVC] | 00022307 |
95626 | SPOC | Handle folder changes efficiently for incremental jobs | |
96348 | SPOC | Failed Recordizer batches are ignored when classifying a list or web | |
99439 | SPOC | Handle invalid user errors when loading list items | |
106984 | SPOC | FieldUrlValue Properties don't get sent properly to Records | |
104814 | UFSC | Reconciliation error handling issues | 00024391 |
96389 | UFSC | Only the first cluster is crawled/processed by UFSC. Any other clusters are ignored. | 00022519 |
93615 | UFSC | Crawl failures can stop the classification job from running | 00021884 |
105016 | Box | Incremental Job stops when with events > a year | 00025586 |
92956, 102868,102867, 102205 | Box | Incremental job issues | 00020300 |
92049, 102206 | Box | Custom Classification crawl stops due to various errors | 00020300 |
Known Issues
These issues may have been previously listed in Cloud Release Notes
ID | Component | Description |
|---|---|---|
106996/106933 | Core | Multiple audit entries are created when certain actions (Paused/Skip Action) are performed |
103382/105213 | Core | UI changes made to a Record Class or child record class may not immediately be reflected in the UI |
103928 | Core | Records are not being marked as 'Declare' if the record class field 'Vital Rule' is set to 'Always' Workaround: Manually 'Declare Vital' for a record; it behaves correctly. |
104881 | Core | Formatting issues with the SharePoint Online badge in the UI table |
104152 | Core | Pages of 'User Report' may fail to load. |
104180 | Core | Incorrect File name for some exported/downloaded reports |
104479 | Core | When creating a new rule set, the drop-down of existing rule sets may erroneously be visible. |
102397 | Core | Removed account may retain File Plan Editor Create/Edit permissions for Batch Definitions |
104501 | Core | Unable to delete the first phase of a lifecycle |
97976 | Core | Case files fail to leave the page when the 'Approve & Submit' menu is selected by a Record Manager or a Global Record Manager Workarounds: As a Global Record Manager or a Record Manager:
|
101993 | Core | After approval, the column sort order may not be persisted in the Inbox |
101854 | Core | Audit entry may be missing for 'Manual Completion' if the 'Complete' button is clicked in certain circumstances. Workaround The audit entry is created if the user selects 'Complete' from the drop-down menu. |
97830 | Core | Notifications Not Using Record Filters |
97889, 97285, 97088, 94957, 95016, 95017, 95021, 94957 | Core | Issues with Case-based Records (Approvals, Audits, UI, etc.) |
96698 | Core | Expired records (expiration=yesterday) are removed from the Inbox page when 'Days from Expiration' is 0 |
94613 | Core | In-Use users are able to be deleted |
101154 | SPOC | Renamed files may create duplicate Gimmal Records entries |
Changes of Note
Gimmal is now testing SharePoint Server with SharePoint Server Subscription Edition as part of our standard QA process.
The format of the on-premises Release Notes is now consistent with the Cloud version.
The Migration Utility installation files have been removed from the Gimmal installer. Please see this article for more details.
Please note: The Migration Utility is intended to be used in conjunction with Gimmal professional services.The Telerik Standalone Report Designer has been moved out of the installer and is now available for download on the Customer Software Downloads site.
Documentation for versions 5.2.2 and below has been removed from the website. PDF files for the older version documentation will be made available on the download site upon request.
FileNet Connector has been deprecated.
Search Connector has been deprecated.
Upgrade Notes
The Gimmal Records 6.0 can only be upgraded from versions 5.x and above. Any prior versions can and must first be upgraded to version 5.0.
Stop all connectors before upgrading the core service.
End-of-Life Update
Gimmal Records versions 5.2.3 and older are officially out of support.
The end-of-life date for versions 5.2.4 and 5.2.5 has been set to 3/24/2027.
For details of Gimmal’s End-of-Life policy, see Gimmal Software End-of-Life Policy. For the full list of EOL dates, please see our End-of-Life Notification Page.
General Availability
The 6.0 version of the Core, SPOC, and UFSC components were released on September 24, 2025
The 6.0 version of the Box Connector was released on October 20, 2025.
The release of version 6.0 of the remaining components is scheduled for Q4, 2025.