Working version 25.11 25.08 25.05 25.02 24.11 23.11 Cloud Enterprise
Working version 25.11 25.08 25.05 25.02 24.11 23.11 Cloud Enterprise
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Upgrade notes

This section includes the descriptions of schema changes, environment changes, and other information needed for upgrading for the most recent releases. For upgrade notes for previous releases, refer to online documentation for version 23.11 at Upgrade notes.

Schema changes for 26.08

Schema-level changes

New tables

  • GraphAPIQueuedSnapshot

Renamed tables

No tables have been renamed.

Removed tables

  • ActRelationship

  • AFGDG_CACHE

  • ASSETFLOWGEN

  • ClientKYCAccount

  • DateTypeTouchType

  • MessageEntity

  • MessageInteraction

  • Sector_Swap

  • SystemEnum

Table-level changes

Default

Modified Table

New Column

Modified Column

Renamed Column

Removed Column

New Index

Renamed Index

Dropped and Recreated Index

Removed Index

GraphAPIServer

clientId, tenantId, clientSecret, internalTenantId








GraphAPIFolder

authState, authVerifier, requiresReauth, tokenExpiredTime

folderId







bireport mixin

Modified Table

New Column

Modified Column

Renamed Column

Removed Column

New Index

Renamed Index

Dropped and Recreated Index

Removed Index

ReportSettings



report → reportId, user → userId, dashboard → dashboardId




ReportSettings.FK_report, ReportSettings.FK_user, ReportSettings.FK_dash


Filter

useDateFormat








Environment changes for 26.08

New environment attributes

  • graphAPI.clientSecret.salt = ${graphAPI.clientSecret.salt:graphAPIClientSecretSalt} (default)

  • lintModeOverride = allFiles (financereport mixin)

Removed environment attributes

  • graphBroker.tenantId (default)

  • lintModeOverride (bireport mixin)

Changed environment attributes

No environment attributes were changed in this release.

New datasource connections

No new datasource connections were added in this release.

Removed datasource connections

No datasource connections were removed in this release.

Changed datasource connections

No datasource connections were changed in this release.

New channel connections

  • GraphAPIAuthReceiver (default)

Removed channel connections

No channel connections were removed in this release.

Changed channel connections

No channel connections were changed in this release.

Mixin changes for 26.08

The following mixins should be updated to match the version and checksum listed below:

  • nexj-meta-soa-8.2.0.0-14.183.55.soabase-a5b759b3.jar

  • nexj-meta-messaging-8.2.0.0-8-6ed827f6.jar

  • nexj-meta-datamatchservice-8.2.0.0-4.183.55-f8a7676c.jar

  • nexj-meta-cpm-9.4.0.0-12-4ca979a3.jar

  • nexj-meta-restapi-1-1-65213c09.jar

  • nexj-meta-portal-43-43-730d9465.jar

  • nexj-meta-libphonenum-9.0.33-9.0.33-2b3085ca.jar

  • nexj-meta-finance-md-0.0-3-3e26f3ab.jar

  • nexj-meta-sso-9.9.0.0-3-b4151bb.jar

  • nexj-meta-financereport-2.7.0.0-0.0.50-49d16553.jar

  • nexj-meta-dm-0.0.1.0-11-1a1a037b.jar

  • nexj-meta-bireport-2.7.0.0-0.1.73-d90038b.jar

Security changes for 26.08

The following new privileges were added:

  • ClientSecretView
    This privilege controls who can read the value of the attribute clientSecret, which is the secret key Microsoft generates to authenticate with Graph API.

  • EnableGraphAPITaskSync

The gAdminFunction privilege group was updated to include the new ClientSecretView privilege.

No .security files were added or removed.

Environment changes for 26.05

New environment attributes

The following attributes were added to env/Development.environment:

  • meta.nia.api.baseURL="${nia.api.baseURL}" — base URL for the new Nia API integration.

  • nia.api.key="${nia.api.key}" — API key for the new Nia API integration.

Neither attribute has a default fallback, so the corresponding property values must be supplied per deployment environment.

These attributes are currently used for testing and development only.

Mixin changes

  • http://www.nexj.com/ns/sso version 3 — checksum refreshed (ddc5f755 → 463e2d3f). Re-pull the latest mixin.

  • nexj:model:dai:financereport version 0.0.49 — checksum refreshed (b3ff64f5 → 989d6f2d). Re-pull the latest mixin.

Property file changes

The following NIA configuration block was appended to three property files to provide default values for the new nia.api.baseURL and nia.api.key variables:

  • env/Unittest.properties

  • env/WealthManagement.properties

  • env/IntegratedWealthManagement.properties

Block contents:

  • nia.api.baseURL=http://localhost:3000/api/v1

  • nia.api.key=<default UUID key>

Security changes for 26.05

Privilege additions

The following privilege was added to meta/security/rpt/Reporting.security:

  • ReportAdminServiceLevelView — Ability to read all user SLM data.

No .security files were added or removed in this release. No other .security files were modified.

Metadata changes for 26.05

The following changes were made to meta/.metadata:

  • Application metadata version bumped: 1345.1307.183.55 → 1347.1307.183.55.

  • Application revision bumped: 26.02.1.0 → 26.05.0.0.

  • Mixin checksum refreshes (same versions, rebuilt contents) — re-pull these mixins on upgrade:

    • http://www.nexj.com/ns/soa v14.183.55.soabase

    • http://www.nexjsystems.com/ns/messaging v8

    • http://www.nexjsystems.com/ns/datamatchservice v4.183.55

    • nexj:model:cpm v12

    • nexj:model:restapi v1

    • nexj:model:portal v43

    • nexj:model:finance-md v3

  • New conditional module: mcp (Model Context Protocol). Loaded when meta.nia.api.baseURL is defined; backs the new NIA API integration described under Environment changes.

Schema changes for 26.02

Schema-level changes

New tables

  • GraphAPIBrokerStats

  • GraphAPIProspect

  • GraphAPISyncLock

Renamed tables

No tables have been renamed.

Removed tables

No tables have been removed.

Table-level changes

Modified Table

New Column

Modified Column

Renamed Column

Removed Column

New Index

Renamed Index

Dropped and Recreated Index

Removed Index

SyncObject


externalId







SyncGroup


groupId







ChildSyncObject


externalId







StagingSyncObject


externalId







GraphAPISubscription

expiry (timestamp)








Environment file changes for 26.02

Properties

New Properties

  • meta.nia.api.baseURL

  • nia.api.key

Modified Properties

No properties were modified

Removed Properties

No properties were removed

Data source connections

No data source connection information has been changed.

Channel connections

No channel connection information has been changed.

Mixins

No new mixins were added to the environment file.


Additional upgrade notes for 26.02

The following privilege has been removed:

  • AdHocReportsEnabled

Schema changes for 25.11

Schema-level changes

New tables

  • NJGraphAPIBatchJobLock

  • NJGraphAPISubscription

Renamed tables

No tables have been renamed.

Dropped and recreated tables

The BISync feature was deprecated in this release and all related tables have been removed. However, if this feature is still enabled in your environment, these tables may still exist in your database.

  • ReportDefinitionResult

  • ReportFilter

  • ReportDefHierAttr

  • ReportBIAttribute

  • ReportDefnStep

  • ReportDefnSection

  • ReportDefinitionNotes

  • ReportDefinition

  • QueryBuilderFilterForm

  • QueryBuilderItem

  • FilterForm

  • BIClassRelBIClass

  • BIClassRelAttrMapping

  • BIClassRelAggr

  • BIClassRelationship

  • BIClassFilter

  • BIAttributeAssoc

  • BIAttribute

  • BIClass

  • BIContext

  • BISyncTargetLock

  • BISyncFinancial

  • BIServer

Removed tables

No tables have been removed.

Table-level changes

Modified Table

New Column

Modified Column

Renamed Column

Removed Column

New Index

Renamed Index

Dropped & Recreated Index

Removed Index

NJGraphAPIFolder

subscriptionId




GraphAPIFolder.FK_sub




NJImportEntity

selectedPotentialMatchId




ImportEntity.FK_SlMatch





NJEntity







Entity.OK_CntWksp


Environment file changes for 25.11

Properties

  • The obsolete biSyncEnabled property has been removed.

  • The new graphBroker.tenantId property has been added to support the Beta version of the Graph API feature included in this release.

Data source connections

  • BI_1_BI_Database has been removed.

Channel connections

  • The new GraphAPINotificationReceiver channel connection has been added to support the Beta version of the Graph API feature included in this release.

  • The following obsolete channel connections have been removed:

    • JasperReportData

    • JasperServer

Mixins

No new mixins were added to the environment file.


Schema changes for 25.08

Schema-level changes

New tables

  • NJTypeLocalizationXCFT

  • NJActOpportunity

  • NJActSeriesOppty.PK

Renamed tables

No tables have been renamed.

Dropped and recreated tables

No tables need to be dropped and recreated.

Removed tables

The following table was removed:

  • NJActXOpportunityStage

The following two data sources have been removed in this release: inform:DB and insights:Insight. If these data sources were deployed as separate databases in your deployment, both of these databases can now be dropped. Otherwise, the following tables can now be dropped from the databases in which they were included:

  • CISentArticleLog

  • CIVersion

  • IFArticle

  • IFArticleTag

  • IFArticleXContent

  • IFFeed

  • IFInterest

  • IFPublisher

  • IFSentArticle

  • IFSubscription

  • IFTag

  • IFTenant

  • IFVersion

Table-level changes

Modified Table

New Column

Modified Column

Renamed Column

Removed Column

New Index

Renamed Index

Dropped & Recreated Index

Removed Index








TaskEntity.FK_Entity


NJBatchJob

batchSize








NJFilter

rpt_caption_tmp








NJTouchType

rpt_caption_tmp








NJPeriod

rpt_caption_tmp








NJTypeLocation

reciprocalCaption








NJAct








Act.FK_Oppt

NJAct








Act.OK_Opp

NJActSeries








ActSeries.FK_Oppt

NJAct




opportunityId





NJActSeries




opportunityId





Environment file changes for 25.08

Properties

The following new property has been added:

  • AuthAudit

It is used to enable the user tracking subject area on the Reporting workspace.

Data source connections

The following data sources have been removed:

  • inform:DB

  • insights:Insights

Channel connections

No new channels have been added to the environment file.

Mixins

No new mixins were added to the environment file.

Additional upgrade notes for 25.08

Any existing ad hoc reports on the Reporting workspace that include information about relationships between opportunities and activities may need to be updated.

  • For any reports in the Activities, Call Records, Documents, Schedule Items, and Tasks subject areas that currently include the Related Opportunity field, this field needs to be replaced with the new Related Opportunities field.

  • For any reports in the Opportunities and Deals subject areas that currently include the Related Activities [Deprecated] field, this field needs to be replaced with the new Related Activities field.

Schema changes for 25.05

Schema-level changes

New tables

  • NJGraphAPIServer

  • NJGraphAPIMailbox

  • NJGraphAPIFolder

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

addressee









Environment file changes for 25.05

The following properties have been added to the environment file.

  • These two properties are related to a feature that is currently in development. Do not set or change any related values.

    • graphAPI.enabled

    • graphBroker.tenantId

Data source connections

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

Channel connections

The following channel has been added to the environment file.

  • GraphAPISender

    • This channel is related to a feature that is currently in development. Do not set or change any related values.

Mixins

No new mixins were added to the environment file.

Additional upgrade notes for 25.05

Enabling TLS1.3

  1. Ensure OpenSSL is installed locally.

  2. Acquire Tomcat Native.

  3. Configure environment to use tcnative.

    • (Windows) If tcnative has not been distributed through the plugin, move the tcnative.dll file to a folder accessible to Tomcat, such as within java.library.path.

    • (Linux) Add the link to tcnative to your LD_LIBRARY_PATH:

      export LD_LIBRARY_PATH=$LD_LIBRARY_PATH:/usr/local/apr/lib

  4. Set application properties to use tcnative with TLS1.3.

    • To use only TLS1.3:

      -Dhttps.protocols=TLSv1.3
-Dhttp.connector.SSLProtocol=TLSv1.3
-Dpush.connector.SSLProtocol=TLSv1.3
-Dajp.connector.SSLProtocol=TLSv1.3

    • To use TLSv1.2 and 1.3 simultaneously:

      -Dhttps.protocols=TLSv1.2,TLSv1.3
-Dhttp.connector.SSLProtocol=+TLSv1.2,+TLSv1.3
-Dpush.connector.SSLProtocol=+TLSv1.2,+TLSv1.3
-Dajp.connector.SSLProtocol=+TLSv1.2,+TLSv1.3

  5. To validate that TLS1.3 is enabled, look for log entries similar to the following on startup:

    Loaded Apache Tomcat Native library [2.0.8] using APR version [1.7.4].
APR/OpenSSL configuration: useAprConnector [false], useOpenSSL [true]
OpenSSL successfully initialized [OpenSSL 3.0.14 4 Jun 2024]
Starting ProtocolHandler ["https-openssl-nio-7080"]

If you do not include these properties, the system will fallback to JSSE, which has non-compliant client certificate authentication.

You must use the plus sign (+) in the SSLProtocol properties to ensure the protocol is included. (You can also use the minus sign (-) to explicitly remove a protocol from inclusion. Failing to use the + or - syntax will default to inclusion, and cause warnings in the logs.

Schema changes for 25.02

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

NJProcess





Process.OK2




NJLatestActivityAct







LatestActivityAct.AK_StrtTm



Environment file changes for 25.02

No new properties were added to the environment file.

Data source connections

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

Channel connections

The following property has been added to the ExchangeEWSSender7 channel

  • maxSenders

Mixins

No new mixins were added to the environment file.


Additional upgrade notes for 25.02

  • You must update pgAdmin to the latest version, because the lc_collate parameter is not recognized for PostgreSQL 16.

  • The following values must be changed in the environment setup for PostgreSQL:

    • max_prepared_transaction = 1000

    • max_connections = 250


Schema changes for 24.11

Schema-level changes

New tables

  • NJLatestActivityAct

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

customEntityStatusCode




Entity.OK_Custom





Environment file changes for 24.11

The following properties have been added to the environment file:

  • crm.act.latestActivityPastDays

    • To disable the Latest Activities feature, set the value to 0 (default).

    • When set to a value other than 0, enables the Latest Activities feature and specifies how many days in the past should be displayed. The recommended value is 30 days.

    • This feature is currently only supported in Cloud deployments.

Data source connections

  • dm:StagingImportDatabase

    • Supports the optional Data Migration feature

Channel connections

  • dm:DMFileChannel

    • Supports the optional Data Migration feature. Used to specify the location where the CSV files used for data migration are stored.

  • dm:DMReportChannel

    • Supports the optional Data Migration feature. Used to specify the location where the reports regarding Data Migration results are stored.

Mixins

The following mixin has been added for the optional Data Migration feature:

  • nexj:meta:dm

    • The version required for CRM 24.11 is nexj-meta-dm-0.0.1.0-10-3c94615d.jar


Schema changes for 24.08

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

NJCustomFieldTYpe

isAnnual








NJActivityPlanStep

stepScheduleDuration








Environment file changes for 24.08

New properties have been added:

  • organizationTimeZone - This property is used by the NexJ Schedule Synchronization feature.

  • supportEmail - This property is used to specify the email address that should be used on the About NexJ CRM dialog when users click the Email Support button.

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.

Additional upgrade notes for 24.08

You must configure the following Tomcat connector properties when upgrading your application to 24.08. If these changes are not completed, you may experience errors related to passwords and security.

  1. In the environment file, remove the secretRequired property.

  2. In the environment file, add the ajp.connector.secret property and set the value to the strong password you want to use.

  3. In the environment file, ensure that the ajp.connector.address property exists and that the value is set to "0.0.0.0".

  4. In the mod_jk configuration file, for each existing node, add the worker.<name>.secret property and set the value to the strong password specified in the ajp.connector.secret property in the environment file.

  5. For deployments using Windows authentication: In the environment file, set the ajp.connector.tomcatAuthentication property to false.

Schema changes for 24.05

Schema-level changes

New tables

  • NJUSERSYNC

Renamed tables

No tables have been renamed.

Dropped and recreated tables

  • NJUser

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_Deceased




NJEntity





Entity.OK_CntWksp




NJEntityXAudit





EntityXAudit.OK_EditTime




NJActXAudit







ActXAudit.OK_EditTime


Environment file changes for 24.05

New properties have been added for enhanced Keycloak support:

  • keycloak.adminPassword

  • keycloak.adminUser

  • keycloak.defaultNewPassword

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 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.