We recommend that you read the information below before you begin.
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 :
If you have any questions, please email firstname.lastname@example.org.
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.
v7.0.1. was released on 8/5/2016 for in-house customers.
The Post migration to simplify the configuration and generation of metadata.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.
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 :
What if you do not remember the userid of your original tenant admin? Follow these steps:
It is recommended that you review the tenant admin information so you will have it available BEFORE a crisis situation arises.
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.
v7 License Key Required
A v7 license key is required for this version of . Request a v7 license by emailing email@example.com BEFORE you begin the upgrade. v5 and v6 licenses will not work.
The minimum recommended hardware configuration for your Live Forms server is:
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.
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.
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.
When you configure your database, make the changes in the v7.0.1 server.xml file. Do not replace configured sections from a frevvo.xml from a previous release into the v7.0.1. server.xml. file.
Configuring the database has not changed. The difference is that it is now done in the server.xml file and not frevvo.xml as in previous releases.
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.
If you are upgrading from a Live Forms version prior to v6.1 or if you migrated from v5.3.x to v6.1.x in the past and are now upgrading to v7.0, there are additional steps that need to be performed involving the users schema before beginning the upgrade. The location of the configuration parameters that must be changed in this situation are still located in the <frevvo-home>\tomcat\conf\catalina\localhost\frevvo.xml file. Follow the instructions in the Upgrade Guide to configure the frevvo.xml file for migration from v5.3.x to v7.0.1.
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:
You do not have to restart the Insight server every time you restart
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.
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 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.
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.
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.