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Why Upgrade?

v7.3 contains new features that improve usability and makes designing forms easier. Here are a few of the top reasons to upgrade:

New Features:

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Static Checkbox, Radio and Dropdown selection control options can be typed into the Options property in the form/flow designers. You can now populate Dynamic Options for Dropdowns, Radios, Checboxes and the ComboBox from a REST web service such as the frevvo Database Connector using control properties. The frevvo Database Connectorextract the values returned from the service 

The Dynamic Options feature is now available to configure these selection controls to pull values from a Rest Web Service and dynamically populate the options without the need to write a business rule.The designer need only provide the:

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If the Options URL was empty in the previous release, the upgrade code defaults it to frevvoUsers.

Check this with Nancy- 20988 - Completely removed the userRoleTenant from comboBox control (type) and removed it from the design time ui. Internally, the url for frevvo users/roles is constructed with the template {form.tenant.id} so that it is dynamically determined as the current tenant at runtime. Because of this, any forms/flow previously built using 7.3 will not pick up this change unless the combobox options src property is changed and the form re-saved.

{{task.perform .url} template is the new default for Task Notification Emails

The {task.list.url} has been replaced as the default template by the {task.perform .url} template in Task Notification emails. The task.list.url template generates a clickable link in the email that takes the user to their Task List. The task.perform.url

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The {task.list.url} has been replaced as the default template by template generates a clickable link in the email that bypasses the Task List and takes the user to the specific task. 

Only new workflows will have the {task.perform.url} special template in the Task Notification emails. The message. Existing flows with the task.list.url template generates a clickable link in the email that takes the user to their Task List. The will NOT change after upgrade. Designers must manually change the special template if you prefer the {task.perform .url template generates a clickable link in the email that bypasses the Task List and takes the user to the specific task.  Only new workflows will have the {task.perform.url} special template in the Task Notification message. Existing flows with the task.list.url template will NOT change after upgrade. Designers must manually change the special template if you prefer the {task.perform .url} template.
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New version of the Database Connector

A new version (v2.5.2) of the Database Connector is included in the v7.3 frevvo tomcat bundle. It is also available } template.

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New version of the Database Connector

A new version (v2.5.3) of the Database Connector is no longer included in the v7.3 frevvo tomcat bundle. It is available in a separate download. You can download it here.  The database.war does not extract after startup. You will not see a database subfolder in the <frevvo-home>\tomcat\webapps directory if you are using the tomcat bundle as in previous releases.
 If you are running the Database Connector on your in-house server, customers must upgrade to v7.3  to use the Database Connector

The Database Connector v2.5.2. There are 2 options:

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3 requires v7.3.2 . The v2.5.

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3+ database connector datasources are now defined in the new <frevvo-home>\tomcat\conf\frevvo-config.properties files. The v2.4.* database connector datasources were defined directly in configuration.xml. This upgrade requires you to move your datasource configuration out of configuration.xml and into a configuration properties file.

  1. Read the documentation for new configuration instructions to take advantage of the new features.

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The Database, Google and SharePoint connectors now generate their own logs in the <frevvo-home>\tomcat\logs directory in the tomcat bundle. The Standalone version of the Database Connector creates the logs C:<dbconnector-home><dbhome>\\Dbconnectordatabaseconnector-2.5.3-SNAPSHOT\logs\logs. The log files are named  <connector name>.YYYY-MM-DDDD. Generating separate logfiles make it much easier to search for errors when troubleshooting connector issues.


Although the connectors will function with configuration files from previous versions, they frevvo Connectors are now designed to use the frevvo-config.properties file. This file contains global properties that apply to frevvo connectors including the frevvo.war. Creating this file is the recommended approach going forward.These changes are already in place in the frevvo Cloud.

In-house customers should refer to Tomcat Logfiles topic for information about turning on DEBUG for the frevvo log and to the Connector Logging topic for more details.for more details.

Info

frevvo only supports/certifies frevvo connectors running in the Apache Tomcat container. Refer to our  Supported Platforms for the list of Application Servers and databases supported/certified by frevvo

 

Document Action Failure Emails

In v7.3.1+, any users with the tenant admin role now receive email notification if a Document or Activity Document action fails to reach the intended destination. If a workflow has flow admins configured then they will receive the email instead of the tenant admin(s).

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Tomcat 8.5 doesn't allow curly braces in URLs since they are not valid URL chars and deemed a security vulnerability. currently supports parenthesis as well as curly braces. However, if you are embedding forms, flows or the Task List in your website, change the markup to use parenthesis (). Support for curly braces {} will be dropped in a future release. Excerpthiddentrue

Embed script change

Embed code for forms/flows now contains container=false by default. This change should not affect existing embedded forms which have container parameter set to true. If you need the container value to be set to "true", the designer must change this setting manually for  newly embedded forms/flows going forward.

Tips for Embedded Forms/Flows viewed on Mobile Devices

Form/Flows embedded in mobile pages may not display properly when rendered on mobile devices. frevvo offers these tips to resolve the issue. Note the default behavior for showLink is now set to false which will show the form in a frame. A true value will show the form/flow as a linkis now set to false which will show the form in a frame. A true value will show the form/flow as a link.

Captcha

Live Forms 7.3.6+ incorporates Invisible reCAPTCHA for the Live Forms Captcha feature required because Google is shutting down the reCAPTCHA v1 API used in previous releases.

Migration Considerations for Live Forms In-house Customers  

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Java 1.7 is no longer supported. In-house customers should upgrade to Java 8 before upgrading to v7.3+.  Please review Supported Platforms for a complete list. 

You must install the Oracle Java Development Kit (JDK) or the Java Runtime Environment (JRE) before installing Live Forms. Although Live Forms will run with either JAVA package, the Insight Server requires the JAVA_HOME environment variable so set it to the installation directory for the Java package that you install. Refer to  JDK or JRE Prerequisite for configuration details. 

Tomcat version Upgraded

The version of tomcat used in the frevvo bundle has been upgraded to now uses Tomcat  8.5.16. Tomcat 7 is not supported for 7.3.0.

Override _data properties in Configuration Files

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JMX Monitoring Enabled in the frevvo tomcat bundle 

JMX (Java Management ExtensonsExtensions) is enabled by default in the v7.3 tomcat bundle. Information can be accessed with jConsole, or a similar tool.

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 Changing string name/value pairs in the default file found in the <frevvo-home>\tomcat\webapps\ frevvo.war displays the new English version of the string on the UI. This is mainly for OEM partners and resellers, but it will work for any  in-house customer. Modifications to the strings in this file can be used to change the labels in the Form Designer e.g. change Palette to Palette Controls or change the text of a message such as "Access denied. Authentication required" to something more user friendly. To access the default file, the frevvo.war must be unzipped, then rezipped after the changes are made. Refer to the Customizing Runtime Messages and Labels in the Designers topic for the step by step instructions.
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Geolocation

New in-house installations now require a Google Map API key if you want to embed a Google map in your forms/flows. See the Geolocation topic for instructions to obtain the key. This change does not apply to Cloud customers.

You May Notice...

A New SharePoint Connector

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Visual Guided Tours and Page Help are available for Cloud customers. When you install a Template Application, a Guided Tour is automatically launched if one is available. Guided Tours and Page Help can be invoked on–demand by clicking the appropriate button. In-house customers can configure Guided Tours and Page Help by enabling the appcues.enabled parameter in the frevvo.xml file.



Note

You may notice that the correct elements are not highlighted or scrolling is not working properly when participating in a Guided Tour using the IE 11 browser. This is a known APPCUES issue.

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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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Email Configuration and custom configuration parameters are still configured in the frevvo.xml file.  Excerpt

Start the Insight server before Live Forms

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 requires Insight software for the Reporting and Submissions View feature. The Insight software is included in the tomcat bundle. The Insight server MUST be started BEFORE starting . Instructions for Windows and Linux operating systems are listed here:

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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.
  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 .

 

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