Live Forms Latest - This documentation is for Live Forms 9.0. Not for you? Earlier documentation is available too.

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Frevvoproduct
v9.0 contains a major new features to get you started designing forms/flows.

New Features:

  • Default Spaces:

    • Ability to select a default space. Task perform links will render in the default space if selected

    • Default Space displays on the View Configuration screen

  • Renaming a flow in production retains the original flow name for the submission in Reports and on the Task List. New submissions will show the updated flow name.
  • Progress indicator for form loading when clicking the Perform icon, the Task List Search Magnifying icon or the Submit button on a Task List search
  • Warning message if the user did not check the Replace checkbox when replacing a form/flow with an id that matches an existing form/flow
  • Operational Reports are now available to non admin users
  • Forms/Flows using the f-submit-error css class and Message controls to warn users about invalid controls are automatically hidden when the form/flow becomes valid
  • Tenant/flow admin email notifications now contain the application form/flow name and error to easily identify the submission that did not reach it's destination
  • Tenant/flow admins no longer receive an email if submissions are created while the Refresh Searchable Fields process is running.
  • New ComboBox property to allow only valid values that match available options
  • "Cc" field added to task notifications, escalation reminders and escalation notifications to specify a list of email addresses

  • Changes to workflow behavior for steps that are routed to a role, user or an email address (Task Boundaries). Tasks are created on the user's Task List if the user is eligible to perform the next step.

  • Task assignment to role sends a single Task Notification email to all users belonging to that role.

  • Unlimited mappable fields in Filesystem Connector wizard

  • Improved template validation. A warning message displays in the designers if a template control was renamed/deleted

  • Requires/Supports Java Open JDK 11

  • Click anywhere in the signature panel for a Signed Section to sign.

  • Custom option to add role and user support for the "Who can start the flow" permission on the Access Control List

  • Label name in the PDF Mapping UI are no longer truncated in the tooltip

  • Updated Error Message on Upload Forms/Flows to reinforce best practices
  • Detect/log warning message when single formtype has more than one _types.xsd 
     

  • Features Removed:

    • The "Close Window" Form Action wizard has been removed from Live Forms

    • The box connector is no longer supported by frevvo 

frevvo is committed to making 

Frevvoproduct
 more intuitive and easier to use. More features/improvements are coming in future releases.

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If a user with the frevvo.Reports role also has frevvo.Publisher or frevvo.ReadOnly roles assigned, the latter will take precedence and they will not see the reports tab.

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Built-in Admin for LDAP Security Manager tenants

In previous releases, the Tenant admin could login directly to Live Forms or login with a user id who has been given tenant admin permissions in your Active Directory. Tenants using the LDAP(s) Security Manager now have the ability to configure a Backdoor built-in Admin account. This was not possible for this Security Manager in previous releases.

When you create a new tenant, you are prompted to set up a tenant admin user id, password and email address. This tenant admin does not authenticate via your LDAP IDP. It only exists in Live Forms. If you experience an issue with your LDAP configuration such that you can't login as an Active Directory authenticated user, this account provides a backdoor built-in you can use to login to your tenant as a tenant admin in order to fix your configuration issue. The Backdoor Admin built-in admin is able to access the

Frevvoproduct
tenant admin functions if your LDAP Server should become inaccessible. Only one backdoor built-in tenant admin account is supported.

Browse this URL to login as the Backdoor Adminbuilt-in admin: <base_URL>/frevvo/web/admin/login. The <base_URL> is typically http(s)://<your servername>:<port>. For cloud customers the <base> is always https://app.frevvo.com.

  • You must use the admin specific URL - <base-url>/frevvo/web/admin/login - to login as the backdoor built-in admin.

  • Non admin users can also login using the admin specific URL.

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  • Logging as your authenticated LDAP tenant admin. Click the Edit Tenant link. The Admin User information is displayed.

  • If logging in as the authenticated LDAP tenant admin is not possible, browse this admin specific URL - <base-url>/frevvo/web/admin/login. Enter the Backdoor Admin built-in admin userId. Click Forgot Password? Once you have changed the password, browse the admin specific URL again and login with the tenant admin user id and the new password. If you need to change the password again, or make changes to your tenant, click the Edit Tenant link. The Backdoor Admin built-in admin password can be changed on this screen.

    Admin User Section on the Edit Tenant screen

    This error message displays if any other user clicks on the Forgot Password? link after browsing the admin specific URL:

Refer to the Configuring the LDAP Security Manager for In-house and  Configuring LDAP Security Manager LDAP(s) for Cloud Tenants topics for more configuration information.

Changes to the

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Built-in Admin for the Azure Security Manager

The Backdoor built-in admin for a tenant configured with the Azure Security Manager has changed. 

  • You must use the admin specific URL - <base-url>/frevvo/web/admin/login - to login as the backdoor built-in admin. The <base_url> is typically http(s)://<your servername>:<port>. For cloud customers the <base_url> is always https://app.frevvo.com.

Changes to the

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Built-in Admin for the SAML Security Manager

The Backdoor built-in admin for a tenant configured with the SAML Security Manager has changed.

  • You must use the admin specific URL - <base-url>/frevvo/web/admin/login - to login as the backdoor built-in admin. The <base_URL> is typically http(s)://<your servername>:<port>. For cloud customers the <base> is always https://app.frevvo.com.

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Additional Information for In-House Customers

The initial release of

Frevvoproduct
version 9.0 will be deployed to the frevvo Cloud on August 10, 2019. Version 9.0 will be released for in-house customers on TBD. 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 
Frevvoproduct
 v9.0.0 when upgrading. 

Enable users to create Strong Passwords (TIP-23488)

  • Option for controlling the passwords used by a frevvo user (TIP-10620)
  • "Change Password on next login" option for password expiration (TIP-11376)
  • CSV Upload option to send an email to create a password if they do not have an existing password (TIP-16333)
  • New user now receives and email with their frevvo id and password when added to tenant via the CSV Upload. Users added manually do not receive this email. (TIP-21170)
  • Enforce strong password policy for frevvo. Policy strength and effective date are configurable properties for in-house environments (TIP-22594)
  • Last used password is not allowed on the next login after you change a password (TIP-24141)
  • New user email to create password (TIP-24834)
  • "Password Strength" meter and helpful suggestions when creating new passwords in Live Forms (TIP-25493, TIP-17456)
v9.0 License
Warning
title v9 License Key Required

A v9 license key is required for this version of 

Frevvoproduct
. Request a v9 license by emailing support@frevvo.com BEFORE you begin the upgrade. v7 licenses will not work. 

v9.0 license required for this release. v7.0 licenses will not work (TIP-22386)

Enable users to create Strong Passwords

Good security is a desirable feature and is becoming mandatory with compliance initiatives like GDPR. This feature applies only to a tenant using the default security manager and to the backdoor built-in admin user for the LDAP, SAML and Azure security manager.

A user creating or resetting their password will be required to meet a password strength of Strong or Very Strong. Password strength is indicated as the user types by a Password Strength Meter visible below the entry. There are no specific length or character requirements, but the meter will detect the strength of the password based on use of uncommon words or phrases and unpredictable use of capitalization, numbers and special characters. Helpful suggestions appear to prompt the user towards a stronger password. Password length is limited to 100 characters and an error message will appear if user attempts to enter more than 100 characters. Users cannot use their old password or a temporary password as the new password.

Tenant Admins can expire passwords by checking Change Password on Next Login on the Edit User page. Tenant Admins can also update current users or add new users by uploading a CSV file. For security, the CSV file does not include a password column.

Setting notifyIfNewUser to TRUE causes 

Frevvoproduct
 to send an email notification to the user prompting them to create a password. The defaults setting for notifyIfNewUser is FALSE, which allows Admins to set up users without passwords initially, and notify them to create passwords later.

  • Set notifyIfNewUser to TRUE to send new users and current users without a password an email to create a password. Current users who already have a password will not receive a notification, even if notifyIfNewUser is set to TRUE.
  • Set notifyIfNewUser to FALSE to not send an email notifications.

Note

Password Reset email links will expire in 6 hours.

Users added manually will not get an automatic email prompt, but can be required to update their password on next login. This is by design to allow Admin users to add users prior to production, and then notify them to update their password later.

 For in-house customers, policy strength and effective date are configurable properties in the <frevvo-home>\tomcat\conf\frevvp-config.properties using following properties.

Code Block
frevvo.password.policy.strength=3 
frevvo.password.policy.effective.on=2019-05-07
To turn off the strong passwords feature, delete the line frevvo.password.policy.strength=<1-4>. To keep the feature but turn off only strength meter set frevvo.password.policy.strength=0.
Info
  • frevvo will send an announcement to all customers notifying them when the strong password policy will go into effect on the frevvo Cloud. Please subscribe to the announcements to ensure you receive notification.
  • The strong passwords policy does not apply to customers using the Confluence delegated security manager. The delegated security manager will take precedence.
JDBC Driver Upgrade

MySQL Connector/J 8.0 is highly recommended for use with MySQL Server 8.0, 5.7, 5.6, and 5.5. Note the difference in the driver classname:

Connector/J 5.1: driverClassName="com.mysql.jdbc.Driver"
Connector/J 8.0: driverClassName="com.mysql.cj.jdbc.Driver"

Batch User Uploads 

Uploading a CSV file to add or edit users normally runs quickly. However, if uploading a file in which the notifyIfNewUser property is TRUE for a large number of rows, this process may slow down on some email servers. Tenant Admins can configure Live Forms to run CSV-file user uploads in batches to improve upload time if needed. To adjust batch load size, configure the following property in <frevvo-home>\tomcat\conf\frevvo-config.properties. 

Code Block
frevvo.userloader.batchSize=25
Tenant/Flow admins no longer receive emails if submissions are created while the Refresh Searchable Fields process is running

The "Could not send submission for <flow name> Flow to insight server. HttpSolrClient.RemoteSolrException: Error from server at http://insight-server:8983/solr/<tenantid> missing required field: instanceid Exception is no longer logged when a submission is delayed because the batch is running at the same time. The tenant/flow admin will no longer receive emails to inform them that there was an issue with a submission. However, if an original submission could not be sent to the Insight server for some reason ( Insight server is not available or there are insufficient connections in the http connection pool), the exception will be logged and the administrators will be notified.

OPenJDK

In-house customers must upgrade to JDK 11 before upgrading to 

Frevvoproduct
 v9.0.

Tomcat and Insight Server version Upgrades

The version of tomcat has been upgraded to 9.0.19 in the Live Forms Cloud. and in the frevvo tomcat bundle for the v9.0 release.

The version of the Insight Server has been upgraded to Solr 7.5.0 in the Live Forms Cloud and in the frevvo tomcat bundle. Server functionality remains the same with the exception of the name of the directory in the tomcat bundle where Solr resides. In-house customers should review the Start the Insight server before Live Forms topic for the changes.

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.

There is a 60-second batch delay when running Refresh Searchable Fields (TIP-25408)

Must be authenticated superuser (instance admin) to download _data.properties file (TIP-21953) 

The SQL Server JDBC Driver (mssql-jdbc-7.2.2.jre11.jar ) is included in the frevvo tomcat bundle in the <frevvo-home>\frevvo\tomcat\lib directory. (TIP-24982) 

Global Logging Level properties corrected to logging.level.root=DEBUG and logging.level.root=WARN. (TIP-25936)

Enable users to create Strong Passwords (TIP-23488)

  • Helpful hints to guide users to ensure they use a strong password when logging into 
    Frevvoproduct
    . (TIP-10620)
  • "Change Password on next login" option for password expiration (TIP-11376)
  • CSV Upload option to send an email to create a password if they do not have an existing password (TIP-16333)
  • New user now receives and email with their frevvo id and password when added to tenant via the CSV Upload. Users added manually do not receive this email. (TIP-21170)
  • Enforce strong password policy for frevvo. Policy strength and effective date are configurable properties for in-house environments (TIP-22594)
  • Last used password is not allowed on the next login after you change a password (TIP-24141)
  • New user email to create password (TIP-24834)
  • "Password Strength" meter and helpful suggestions when creating new passwords in Live Forms (TIP-25493, TIP-17456)

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.

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Windows:

  1. Open a command prompt. Navigate to <frevvo-home>\solr-7.5.0. Type bin\solr.cmd start to run the Insight server in the background, listening on the default port 8983.

    Note

    Use the bin\solr.cmd -all command to stop all instances of the Insight Server. The -p option allows you to specify the port number for the instance you want to stop

    You will see this message: "Started Solr server on port 8983. Happy searching!"
     

  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.

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

Frevvoproduct
.

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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-6.6.2/bin. Run this command to make the solr startup file executable: chmod +x solr
  3. Navigate back to the solr-6.6.2 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

Frevvoproduct
.