We recommend that you read the information below before you begin.

Automatic Upgrade for Live Forms Online (Cloud Hosted) Customers

Live Forms Online cloud hosted customers (SaaS) were automatically upgraded on 7/23/16. The automatic cloud upgrade will be seamless. Cloud customers should review these topics to prepare for the new version of :

• Insight Data Batch Job for the Cloud Upgrade 
• Migration Considerations for Cloud and In-house Customers 
• You May Notice.... 

If you have any questions, please email support@frevvo.com.

Insight Data Batch Job for the Cloud Upgrade

During the cloud upgrade, the Insight Data Batch job was run on ALL production tenants. This was necessary to create Insight documents for all existing submissions. Your submission data is now available for Reports. 

Migration Considerations for Cloud and In-house Customers

 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

   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.

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.
  
  

Migration Considerations for Live Forms In-house Customers

In-house customers should review the topics below, the instructions in the Upgrade Guide and Supported Platforms before migrating. It is recommended that you perform a full installation of  v7.0.1 when upgrading. 

Hardware and Memory Requirements for your Live Forms Server

The minimum recommended hardware configuration for your Live Forms server is:

• 2 gigahertz (GHz) 64-bit (x64) processor with 4 cores
• 5 gigabyte (GB) of system memory
• 100 GB hard drive

However you must size your hardware platform to your specific form usage characteristics. As the number of concurrent users and forms/flows increases so must the system memory. Refer to the memory configuration topic for the details.

Insight Server Memory Requirements

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.

Database Configuration moved to server.xml file

The database configuration that was done in the <frevvo-home>\tomcat\conf\catalina\localhost\frevvo.xml file has been moved to the <frevvo-home>\tomcat\conf\server.xml file. Also, note that the datasource in the server.xml file has been renamed to jdbc/sharedfrevvoDS so that it can be shared by and the Insight server.

Email Configuration is still done in the frevvo.xml file. Custom configuration parameters that were added to the frevvo.xml file in previous releases are still configured in the frevvo.xml file. 

Start the Insight server before Live Forms

 requires Insight software for the Reporting 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:

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.  

Checkbox to Show/Hide the Login/Logout button in a  Space

You can hide the Login/logout link in a  space by unchecking the Login link checkbox on the Properties panel of your space. It is checked by default. Spaces migrated from previous versions will show the login/logout link. This feature may be of interest If logging in/out of a space is handled external to frevvo or you are using SSO.

Form and Doc Action wizards have more options

It is possible to distinguish between xml documents, PDF, PNG,or JPG form snapshot, attachments uploaded to your form/flow and the number of Pixel Perfect PDFs you want to include in a submission or email. You may notice many of the wizards have changed to accommodate this selection. See Form and Doc Action Wizards for the details.