Portal Release Notes

Please view the release notes for the latest version of CloudM Portal below. 

 

CloudM Portal UI v1.1.5 (Release date: February 27th 2025)

Enhancements Description Links to article(s) in Knowledge Base

 

Create CloudM module license pools [previously it was just for Migrate].

 

The ability to create a license pool for all CloudM modules. This allows a partner to call-off orders against their bulk purchase license pool.

License pool details

Order via license pool

License pool status indicator

Status indicator text and dot added to the license pool details page.

License pool details

Modal message 'banner' design

Applied consistent modal behaviour to some messaging banners.

N/A

HMRC VAT Checker

Updated to new API

N/A

 

 

CloudM Portal UI 1.1.4 (Release date: January 23rd 2025)

Enhancements Description Links to article(s) in Knowledge Base

Added quality of life improvement note to the Domains/User page to clarify what the user access is for.

 

 

The Domains/User access page is only used to show and manage the users that have access to the domain within the Self Service portal itself.


The added text is as follows:

Please note: Users listed on this page can view and edit the domain test.thecloudmigrator.com in the CloudM Portal. It does not mean that they have access to CloudM Migrate. To enable access to CloudM Migrate, please launch CloudM Migrate and click Administrate on the navigation menu. For more information and detailed guides, visit our knowledge base here.

 

View a domain / User access section 

Added quality of life message on free trials page to explain a minimum of one has to be selected.

Text added within the user view under the heading Please confirm which modules you would like to trial

Additional text: Please select a minimum of one product

 

Start a free trial

Added quality of life message for contacting sales where required when placing free trials.

Text added to the top of the Free Trials page:

Additional text: Please do not hesitate to contact us should you have any questions about free trials.

 

Start a free trial

Added an automated license pool email notification based on volume remaining and expiry date period remaining.

Emails will be sent to the license pool owner when the following conditions are met:

  • When license pool expiry is equal to or less than 90 days remaining.
  • When the license pool usage is equal to or less than 80%
License pool details

Fixed a small formatting error in the Migration Calculator view.

Corrected the environment scan calculation.

Migration calculator

Fixed several order form errors in the view.

Grey box present in some cases when adding the platform details.

Copy billing data from customer data button not always appearing.

Added spacing between Select payment method and Billing details.

Placing an order/add license

 

CloudM Portal 3.1 (Release date: September 26th 2024)

Enhancements Description Links to article(s) in Knowledge Base

Ability to purchase and start a trial of all modules (Automate, Backup, Archive and Email signatures).


Update order information pages to incorporate Saas/Module license orders.

Purchase of all CloudM Modules is now possible through the standard order workflow which can be initiated from:
  • Add new domain
  • Start a free trial
  • Place an order/add license
  • Manage domains: within the domain module tabs

 

 

Migration calculator user confirmation that the estimate can be inaccurate.


Present the customer with a confirmation that the Migration calculator is an estimate and to accept before using the tool.

 

 
Additional Backup usage statistics.

Present the customer with a confirmation that the Migration calculator is an estimate and to accept before using the tool.

 

Display of usage statistics from Backup product are now displayed in the domain’s Backup tab.

 

Backup statistics

 

Total users with an active backup policy

Total backed up users

- with a mail backup

- with a successful initial mail backup

- with a failed initial mail backup

- with a completed initial mail backup with errors

- with a drive backup

- with a successful initial drive backup

- with a failed initial drive backup

- with a completed initial drive backup with errors

Total shared drives with an active backup policy

Total backed up shared drives

Total shared drives with a successful initial backup

Total shared drives with a failed initial backup

Total shared drives with a completed initial backup with errors

The Backup statistics are visible

on the View a domain KB page

 

Improvements/Bug Fixes: 

  • Pricing card sales email address made into a link.
  • Updates to "Edit Course Learners".
  • Hide the license keys tab if user does not have permission.
  • Domain page migrate order link fixed.
  • Domain page product default tab is now first active product.
  • Permission check when user is adding a domain user.
  • Domain info only requesting migrate data when necessary.
  • Setting default tab based on active products.

 

 

CloudM Portal 3.0.1 - 2024-07-04

Added

  • Pendo initialization script added.
  • Dynamic enums added to the API.

Updated

  • Fix added to order invoices as they weren't showing in internal order pages.
  • Updated admin listings to show the correct UI for other elements.
  • Updated the license pool admin form to make it clearer how the expiry date works.
  • "Lite" versions of elements now return an "actions" array in the API responses.

System Updates

  • Updated Craft CMS to version 4.10.4

 

CloudM Portal 3.0.0.4 - 2024-06-27

Updated

  • Fix added to Date Range lookups to clean the timestamps sent via the API.

 

CloudM Portal 3.0.0.3 - 2024-06-26

Updated

  • Patched the use of actionUrl().

 

CloudM Portal 3.0.0.2 - 2024-06-26

Updated

  • Fixed the order links for the internal emails on customer pending card payment orders.
  • Fixed the dynamic migrate download links.

CloudM Portal 3.0.0.1 - 2024-06-25

Updated

  • Updated some error messages to be more user-friendly.
  • When creating a new Partner, we now redirect to that partner on success.
  • Bumped/updated some npm packages for security.

 

CloudM Portal 3.0 (June 25th 2024)

CloudM Portal 3.0 - 2023-06-25

This release includes an overhaul of the CloudM Portal for partners and customers, with a new design and improved functionality.

 

The system has been split into three separate "sites" behind the scenes to keep all frontend concerns separated but runs from a functionally single codebase. 

 

We now have the default system, the internal system and the Google reps system;

  • The default system loads the new bundled front end and is powered by the new API layer 3.0 introduced.
  • The internal site is to be hosted on a new url internal.portal.cloudm.io and it runs the same codebase but with the "old" frontend and is only accessed by internal CloudM users.
  • The Google reps site is hosted on the same URL as before (portal.cloudm.io/google-reps/) but it runs as a separate template and is only accessed by the allowed/whitelisted Google rep accounts.

Added

  • API for consumption by the new UI
  • Domain User management/permissions
  • Domain Partner management for internal staff
  • User impersonation for internal staff
  • Internal "site" added (internal.portal.cloudm.io)
  • Google Reps "site" added (portal.cloudm.io/google-reps/)
  • Notice entries (rather than simple banners)
  • User Type Permission look up (in the admin)

Updated

  • Moved to a module/platform structure for domains
  • "License Pool Users" are now called "License Pool Keys" across the system for consistency
  • Firmed up permissions across the system.
  • Refactored and future-proofed (tech debt)
  • Bugfix for License Pool history not being calculated correctly

Removed

  • From Partners
    • "Account Managers" have been removed from the system as were not being used effectively and aren't in the new UI
    • "Partner support tier" pages have been removed as they're not being used and aren't in the new UI
    • The "Partner can manage the end date of CloudM Automate Licenses?" has been removed in anticipation of the new SaaS modules
  • Filters from the Content Hub/Sales Assets as they're no longer being used
  • From Admin -> Globals :
    • Simple notification banners (replaced by the new "Notices" system)
    • Dynamic "Partner Rate card content" (as configured in the new UI)
    • Dynamic "Additional Services" labels (as configured in the new UI)
    • Notices (replaced with the new entry system allowing html etc.)

System Updates

  • Updated Craft CMS to version 4.10.2
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