Upgrade notes
Schema changes for 23.11
Schema-level changes
New tables
No new tables have been created.
Renamed tables
No tables have been renamed.
Dropped and recreated tables
No tables need to be dropped and recreated.
Removed tables
No tables were removed.
Table-level changes
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
NJUserGroup | system | |||||||
NJUserGroup | customized |
Environment file changes for 23.11
- New properties have been added for the Global Search feature:
- meta.es.url
- es.tenant_name
- es.syncConfig
The es.synConfig property can be defined using the following template:
es.syncConfig={"Entity":{"attributes":["lastName^5","firstName^4","classCode"],"auditAttributes":["createTime","editTime"],"caption":"ui.search.subj.Entity","dateAttributes":["birthTime"],"fullTextAttributes":["notes"],"icon":"icon:\uE7FD","navEvent":"sysNavigate","navPaths":["Contacts","refPersonBio"],"ordinal":1,"resultSummary":["firstName","lastName"],"syncAttributes":["deleted"],"syncPageSize":100,"typePrivilege":{"HOU":"mda:HouseholdsEnabled"}},"Act":{"attributes":["title^3","classCode"],"auditAttributes":["createTime","editTime"],"caption":"ui.search.subj.Act","dateAttributes":["endTime","startTime"],"fullTextAttributes":["text","textNotesNoHTML"],"icon":"icon:\uE8DF","ordinal":2,"resultSummary":["title"],"syncAttributes":["deleted"],"syncPageSize":100},"$rolloverConfig":{"min_size":"30gb","tenant_name":""},"$viewConfig":{"datePattern":"date.m.f","enabled":true,"maxLen":400}}
- doNotContactEnabled (This property must always be set to
false
. If it does not exist in your environment file, it must be added to it and then set tofalse
.)
Data source connections
No changes to the data sources were made in the release.
Channel connections
A new HTTP channel has been created for the Global Search feature with the following settings:
<HTTPConnection
authentication="${meta.es.authentication:basic}"
certificate="${meta.es.certificate}"
channel="es:Elasticsearch"
condition="meta.es.url"
directive="ifdef"
password="${meta.es.password:admin}"
readTimeout="30000"
trust="${meta.es.trust}"
url="${meta.es.url}"
user="${meta.es.user:admin}"/>
The channel's properties have been updated to include the following variables:
- meta.es.authentication
- meta.es.certificate
- meta.es.password
- meta.es.trust
- meta.es.url
- meta.es.user
Mixins
The following mixin has been added for the Global Search feature:
- nexj:model:es
Schema changes for 23.08
Schema-level changes
New tables
No new tables have been created.
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
There are no tables affected by DML Upgrade SQL scripts.
Table-level changes:
There are no table-level changes.
Environment file changes for 23.08
The following flags have been added to the environment file for this release.
- doNotContactEnabled
- This property must always be set to
false
.
- This property must always be set to
Data source connections
No changes to the data sources were made in the release.
Channel connections
No channel connection changes were made in the release.
Mixins
No new mixins were added.
Schema changes for 23.05
Schema-level changes
New tables
- NJLeadEntityStatus
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
- RPTReportSettings
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
NJLeadEntityStatus | LeadEntityStatus.FK_Entity | |||||||
NJLeadEntityStatus | LeadEntityStatus.FK_Lead | |||||||
RPTReportSettings | showAllAssociationResults | |||||||
RPTReportSettings | csvIncludeCurrencySymbol | |||||||
RPTFilter | unit |
Environment file changes for 23.05
No environment file changes were made in the release.
Data source connections:
No changes to the data sources were made in the release.
Channel connections:
No channel connection changes were made in the release.
Mixins:
No new mixins were added.
Schema changes for 23.02
Schema-level changes
New tables
- NJIBM_IAMToken
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
- OQObjectQueue
Table-level changes:
There are no table-level changes.
Environment file changes for 23.02
The following flags have been added to the environment file for this release.
- biSyncEnabled
- attachment.storage.mode
- Valid values are "FPA", "DAV" and "S3".
- If this property is not set in a properties file, the default storage for attachment is the database
ibm.cloud.storage.apiBucketName
ibm.cloud.storage.apiEndPoint
ibm.cloud.storage.apiKey
Data source connections:
No changes to the data sources were made in the release.
Channel connections:
- ibm:IAMTokenChannel
Mixins:
No new mixins were added.
Schema changes for 22.11
Schema-level changes
New tables
- QueuedProcessSR
- QueuedProcessCP
- RPTFilterXParent
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
There are no tables affected by DML Upgrade SQL scripts.
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
ServiceLevel | system | |||||||
ServiceLevel | customized | |||||||
TouchType | system | |||||||
TouchType | customized | |||||||
Interval | system | |||||||
Interval | customized | |||||||
TierServiceLevel | system | |||||||
TierServiceLevel | customized | |||||||
SLTouchTypeInt | system | |||||||
SLTouchTypeInt | customized | |||||||
TouchTypeInterval | system | |||||||
TouchTypeInterval | customized | |||||||
RPTFilter | isGroup | |||||||
RPTReport | advancedFilterExpression | |||||||
NJEntity | rpt_fullName | |||||||
NJLead | rpt_fullName |
Environment file changes for 22.11
No environment file changes were made in the release.
Data source connections:
No changes to the data sources were made in the release.
Channel connections:
No channel connection changes were made in the release.
Mixins:
No new mixins were added.
Schema changes for 22.09
Schema-level changes
New tables
- NJQueuedProcessSR
- NJQueuedProcessCP
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
There are no tables affected by DML Upgrade SQL scripts.
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
RPTFilter | logicalOperator | |||||||
RPTFilter | ordinal | |||||||
RPTFilter | notOperator | |||||||
RPTReport | isUnlisted | |||||||
RPTReportSettings | currency | |||||||
RPTScheduledReport | serializedError |
Environment file changes for 22.09
No environment file changes were made in the release.
Data source connections:
No changes to the data sources were made in the release.
Channel connections:
No channel connection changes were made in the release.
Mixins:
No new mixins were added.
Schema changes for 22.06
Schema-level changes
New tables
No new tables were provided.
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
There are no tables affected by DML Upgrade SQL scripts.
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
ImportProcess | name |
Environment file changes for 22.06
No new flags were added to the environment file.
Data source connections:
No changes to the data sources were made in the release.
Channel connections:
No channel connection changes were made in the release.
Mixins:
Added | Removed | Updated minimum version |
nexj:ui:engage (0.14.0) |
Schema changes for 22.04
Schema-level changes
New tables
- NJIdentification
- RPTReportSettings
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
There are no tables affected by DML Upgrade SQL scripts.
Table-level changes:
There are no table-level changes.
Environment file changes for 22.04
No environment file changes were made in the release.
Data source connections:
No changes to the data sources were made in the release.
Channel connections:
No channel connection changes were made in the release.
Mixins:
No new mixins were added.
Schema changes for 22.03
Schema-level changes
New tables
No new tables were provided.
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
- NJCmpgnParticipationStatus
Existing tables affected by DML Upgrade SQL scripts
- NJEnumCode
- NJEnumDisplay
- NJSystemPreference
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
IFInterest | relatedObjectId | |||||||
IFSentArticle | relatedObjectId | |||||||
RPTScheduledReport | endTime | |||||||
CFWFAction | assgnModelId | CPWFAction.FK_AssgnModel | ||||||
CPWFAction | assgnModelRoleId | CPWFAction.FK_AssgnModelRole | ||||||
CPWTAction | assgnModelId | CPWTAction.FK_AssgnModel | ||||||
CPWTAction | assgnModelRoleId | CPWTAction.FK_AssgnModelRole |
Environment file changes for 22.03
The following flags were added to the Environment file:
crm.document.richTextEnabled
hideErrorValveReport
hideErrorValveServerInfo
multiplier
- engage.admin.docs.url
- Default value: https://documentation.nexj.com/clus/engage#Engage-Nudgetypes
- engage.admin.features.enableNudgeRuleCreate
- Default value: True
Data source connections:
No changes to the data sources were made in the release.
Channel connections:
No channel connection changes were made in the release.
Mixins:
Added | Removed | Updated minimum version |
nexj:ui:engage (0.11.0) |
Schema changes for 22.01
Schema-level changes
New tables
No new tables were provided.
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
- NJSampleData
Existing tables affected by DML Upgrade SQL scripts
- NJCPWFTemplate
- NJCPWorkflow
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
NJCPWFTemplate | planningStatus | CPWFTemplate.EK_PlanStatus | ||||||
NJCPWFTemplate | progressedStatus | CPWFTemplate.EK_ProgStatus | ||||||
NJCPWorkflow | planningStatus | CPWorkflow.EK_PlanStatus | ||||||
NJCPWorkflow | progressedStatus | CPWorkflow.EK_ProgStatus |
Environment file changes for 22.01
No environment file changes were made in the release.
Data source connections:
No changes to the data sources were made in the release.
Channel connections:
No channel connection changes were made in the release.
Mixins:
No new mixins were added.
Schema changes for 21.12
Schema-level changes
New tables
- NJSampleData
- NJCPWTAction
- NJCPWTAUser
- NJCPWTATMRole
- NJCPWTActText
- IFLOCKING
- IFTenant
- IFSubscription
- IFFeed
- IFArticle
- IFArticleXContent
- IFTag
- IFArticleTag
- IFPublisher
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
- NJCPWFTemplate
- NJActTemplate
- NJEnumCode
- NJEnumDisplay
- NJEnumType
- NJEnumTypeDisplay
- IFInterest
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
NJAsgnModelRole | AsgnModelRole.AK1 | |||||||
NJCPWorkflow | isTemplateUpdated | |||||||
NJCampaign | Campaign.FK_Type | |||||||
NJCampaign | Campaign.FK_Region | |||||||
NJCampaign | typeCode | |||||||
NJCampaign | regionCode | |||||||
IFInterest | locking | |||||||
IFInterest | Interest.AK | |||||||
IFInterest | type | |||||||
IFSentArticle | locking |
Environment file changes for 21.12
The following flags were added to the Environment file:
applicationType (For more information, see "Exporting and importing application settings using JSON" in technical documentation.)
b2bLeadsEnabled
advstrm.batch.period
- advstrm.newsfeed.apikey
- advstrm.newsfeed.url
The following flag was removed from the Environment file and replaced by applicationType:
- jsonConfig
Data source connections:
Added:
- inform:DB
Removed:
- inform:Inform
Channel connections:
The following connections were added and removed:
Added | Removed |
inform:article:search HTTPConnection | inform:ArticleSearch HTTPConnection |
inform:article:view HTTPConnection | |
inform:advstrm:article HTTPConnection | |
inform:gv6:Article HTTPConnection |
Mixins:
The linter mixin is required to be explicitly set in the environment file for applicable clients.
Schema changes for 9.8
Schema-level changes
New tables
- NJCampaignTeamMember
- NJCPWFTemplate
- NJCPWTPStatusLink
- NJCPWTPStatus
- NJCPWFStatusLink
- NJCPWFStatus
- NJCPWorkflow
- NJCPWFAction
- NJCPWFActText
- NJCPWFATMRole
- NJCPWFAUser
- NJEntityXLead
- NJCPPartTimer
- NJCPWFADoc
NJLoggingConfig
NJNodeXLogging
NJNodeLogRemoval
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
- NJImportProcessStage
- NJFilter
- NJActTemplate
- NJUserGroupPrivilegeLink
- NJCampaignTeamMember
- NJCPWTPStatusLink
- NJCPWTPStatus
- NJCPWFTemplate
- NJSystemPreference
- NJUserGroupLink
- NJEntity
- NJUserPerson
- NJUser
- NJPrincipal
- NJLocalUser
- NJUserBase
- NJTypeLocalization
- NJAct
- NJTaskEntity
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
NJFilter | Filter.OK1 | |||||||
NJCampaignParticipation | status | |||||||
NJCampaignParticipation | statusUpdateTime | |||||||
NJCampaign | stageCode | |||||||
NJCampaign | Campaign.FK_Stage | |||||||
NJActX01 | ActX01.FK_Folder | |||||||
NJLead | expiryDate | |||||||
NJCPWFAction | assignedUserId | |||||||
NJCPWFAction | CPWFAction.FK_AssignedUser | |||||||
NJEntity | doNotContactFlag | |||||||
NJCPWFAction | emailFrom | |||||||
NJCPWTPStatus | CPWTPStatus.AK |
Environment file changes for 9.8
The legacyLeadsEnabled flag was added to the environment file. For more information about legacyLeadsEnabled, see the "Updates for version 9.8" section of the "Upgrading to NexJ CRM version 23.11" topic in technical documentation.
Data source connections:
No data source connections were added or removed.
Channel connections:
No channel connections were added or removed.
Mixins:
The sso mixin is required to be explicitly set in the environment file for applicable clients. For more information, see the "Updates for version 9.8" section of the "Upgrading to NexJ CRM version 23.11" topic in technical documentation.
Schema changes for 9.6
Schema-level changes
New tables
No new tables were provided.
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
- NJExchangeServer
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
RPTExecutedReport (for Reporting only) | isScheduled | |||||||
RPTReport (for Reporting only) | subjectAreaCaption | |||||||
RPTScheduledReport (for Reporting only) | classCode | |||||||
RPTExecutedFiles (for Reporting only) | isScheduled | |||||||
OpportunityStageTemplate | active | |||||||
NJExchangeServer | maxErrorCount |
Environment file changes for 9.6
No new flags were added to the environment file.
Data source connections:
No data source connections were added or removed.
Channel connections:
No channel connections were added or removed.
Mixins:
Added | Removed | Updated minimum version |
nexj:model:afl | ||
nexj:model:afl-mda | ||
nexj:model:portal | ||
nexj:model:highcharts |
Schema changes for 9.4
Schema-level changes
New tables
- NJAccountPlan
- NJAccountPlanXOverview
- NJAccountPlanEntity
- NJAccountPlanOpportunity
- NJAttachmentXAccountPlan
- NJAccountPlanCov
- NJRisk
- NJCompetitor
- IFInterest
- IFVersion
Renamed tables
No tables have been renamed.
Dropped & recreated tables
No tables need to be dropped & recreated.
Removed tables
No tables were removed.
Existing tables affected by DML Upgrade SQL scripts
- NJUserField
- NJEnumDisplay
- NJEnumCode
Table-level changes:
Modified Table | New Column | Modified Column | Renamed Column | Removed Column | New Index | Renamed Index | Dropped & Recreated Index | Removed Index |
NJUserField | userFieldTypeId | UserField.FK_Type | ||||||
NJAct | accountPlanId | Act.FK_AccountPlan | ||||||
NJAct | accountPlanModified | |||||||
NJActSeries | accountPlanId | ActSeries.FK_AccountPlan | ||||||
NJActSeries | accountPlanModified |
Environment file changes for 9.4
- The following flags were added to the Environment file:
- rest.configMetadata
- rest.schemaBase
- rest.version
- rest.defaultPageSize
- Removed SQLHook "nexj.core.persistence.sql.ObjectQueueHook" from the Environment file and moved it to ObjectQueueDatabase.datasource
Data source connections:
Added | Removed |
inform:Inform RelationalDatabaseConnection |
Channel connections:
Added | Removed |
inform:ArticleSearch HTTPConnection | |
rest:OpenAPI HTTPConnection | |
rest:REST HTTPConnection | |
rest:SelectionOptions HTTPConnection | |
inform:RelatedObject HTTPConnection |
Mixins:
Added | Removed | Updated minimum version |
nexj:model:restapi | ||
nexj:model:inform | ||
nexj:model:afl | ||
nexj:model:afl-mda | ||
nexj:model:portal |