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Migration Considerations for Cloud and In-house Customers  

Frevvoproduct
v7.1.0 was released on TBD for in-house customers.

New Submissions View

The New Submissions View provides the ability to search submissions by fields in your form/flow, metadata fields or logical expressions that you create. The UI makes it very easy to specify search criteria. The Legacy Submissions view is also available in this release but....

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Forms/Flows Home Page

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Shared Items tab on the Application Home Page

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Shared Items from a Live Forms space

Export to a CSV file for Submissions

The export of submissions to Excel has been replaced by an export to a csv (comma separated values) file. The csv file is easily opened in Excel. Customers currently using the

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Warning

The Export to Excel feature will be removed along with the legacy submission view in the next major release. Users are encouraged to begin using the redesigned submissions view and the Submisisions Export to a CSV file as soon as possible.

Searchable Fields

Saved and Key fields have been replaced by Searchable Fields.

Migration Considerations for Live Forms In-house Customers

In-house customers can turn off the Legacy Submissions View by configuring the

 

Just a Reminder for 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 

Frevvoproduct
v7.1.0 when upgrading. 

Warning

v7 License Key Required if you are upgrading from a version prior to Live Forms v7.0.x

Request a v7 license by emailing support@frevvo.com BEFORE you begin the upgrade. v5 and v6 licenses will not work. 

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

Frevvoproduct
and the Insight server.



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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

Frevvoproduct
 requires Insight software for the Reporting feature. The Insight software is included in the tomcat bundle. The Insight server MUST be started BEFORE starting 
Frevvoproduct
. 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.

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    You will see this message:

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  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

Frevvoproduct
.

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