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Why Upgrade?

v7.0.1 contains new features that improve usability and makes designing forms easier. Here are a few of the top reasons to upgrade:

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 v7.0.1. was released on 8/5/2016 for in-house customers.

Configure Snapshot Isolation for SQL Server Databases

If you are using SQL Server as your Live Forms database, it is highly recommended that you turn on the READ COMMITTED SNAPSHOT setting in the database.

You do not have to do this if you are using MySQL or Oracle databases because the READ SUBMITTED SNAPSHOT is turned on by default.

There are two ways to turn on the option:

  1. Using DDL ( Data Definition Language) - Run the commands listed below

    Code Block
    ALTER DATABASE <your frevvo database schema> - replace <your frevvo database schema> with the name of your frevvo database schema 
SET READ_COMMITTED_SNAPSHOT ON
  2. Using SQL Server Management Studio:
  • Turn on the “Is Read Committed Snapshot On” Option under database properties.

Filesystem Connector

The Filesystem connector has a new wizard to simplify the configuration and generation of metadata. Post migration  forms and flows that use the Doc Action Post to the Filesystem connector v1.0 will continue to work. If you want to use the Filesystem Connector wizard going forward, you must upgrade to the Filesystem Connector v1.0.1.

SAML Tenant backdoor admin user

When you create a new tenant you are prompted to set up a tenant admin user id and password. If you are using a SAML IDP, this tenant admin does not authenticate via your SAML IDP. It only exists in . If you experience an issue with your SAML configuration such that you can't login as a SAML authenticated user, this account provides a backdoor you can use to login to your tenant as a tenant admin in order to fix your SAML configuration issue. Only one backdoor tenant admin account is supported.

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If your tenant originally used the Default Security Manager and then you changed to the SAML Security Manager, this tenant admin account has already been setup. If you have forgotten the password, you can change it by :

  • Using the Forgot Password? feature for the tenant admin account.
  • Logging in as a SAML authenticated tenant admin and changing the password via Manage Users.

Info

What if you do not remember the userid of your original tenant admin? Follow these steps:

  1. Login as your authenticated SAML tenant admin
  2. Click Manage Users and click the edit admin icon.

It is recommended that you review the tenant admin information so you will have it available BEFORE a crisis situation arises.

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It may be necessary to increase heap size for the Insight server, when reporting on/indexing a large number of submissions. Refer to the memory configuration topic for the details.

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 Windows:

  1. Open a command prompt. Navigate to <frevvo-home>\solr-5.4.1.Type bin\solr.cmd start to run the Insight server in the background, listening on the default port 8983.

    You will see this message:
  2. Browse http;<your server:your port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change <your server>  to the server name and <your port> to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>. You will see the Insight server (Solr) dashboard with the current status:

Warning

If you close the Insight server (Solr) startup window, the server will stop running. Leave the window open or set up Live Forms and the Insight Server to run as Windows services.

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Linux:

  1. Ensure that the scripts are executable: chmod 755 <frevvo-home>/tomcat/bin/*.sh
  2. Navigate to <frevvo-home>/solr-5.4.1/bin. Run this command to make the solr startup file executable:
    chmod +x solr
  3. Navigate back to the solr-5.4.1 directory.
    cd ..
  4. Start the Insight server by typing:
    bin/solr start - this starts the Insight server in the background, listening on the default port 8983.
  5. Browse http;<your server:your port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change <your server>  to the server name and <your port> to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>. You will see the Insight server (Solr) dashboard with the current status:

 

      You do not have to restart the Insight server every time you restart

Update the jdbc driver for Oracle 12c for the Reporting Feature

If you are using Oracle12c as your database, the jdbc driver must be version 7 ojdbc.jar for the Insight Data batch process to function properly.

Insight Data Batch Job

The Insight Data Batch job is run as part of the upgrade to  v7.0.1. This is the only time that it will run automatically. Once your upgrade is complete, your existing submissions will be available for the Report feature. If the batch job needs to run again, the superuser admin can run it manually.

You may notice....

You may notice the following changes in the form/flow designers. These changes do not require any action on your part as they have been handled by the upgrade process.  

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