Upgrade notes

Schema changes for 24.02

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

NJEntity





Entity.OK_HousewLock



Entity.FK_House

NJProcess





Process.OK_name




Environment file changes for 24.02

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 23.11

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:

XML
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 to false.)

Data source connections

No changes to the data sources were made in the release.

Channel connections

Scroll conditional content
No channel connection changes were made in the release.

A new HTTP channel has been created for the Global Search feature with the following settings:

XML
<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

Scroll conditional content

No new mixins were added.

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.

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

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:

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

Scroll conditional content
The legacyLeadsEnabled flag was added to the environment file. 
Scroll conditional content
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 24.02" topic in technical documentation.
Scroll conditional content
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 24.02" 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:

Scroll conditional content
The sso mixin is required to be explicitly set in the environment file for applicable clients. 
Scroll conditional content
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 24.02" topic in technical documentation.
Scroll conditional content
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 24.02" 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