Release Name: openCRX/Core 2.9.1 Release Date: 2012-01-21 --------------------------------------------------------------------- Notes: This software is published under the BSD license as listed below. Copyright (c) 2004-2012, CRIXP Corp., Switzerland All rights reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: * Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. * Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. * Neither the name of CRIXP Corp. nor the names of the contributors to openCRX may be used to endorse or promote products derived from this software without specific prior written permission THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. ------------------ This product includes software developed by the Apache Software Foundation (http://www.apache.org/). This product includes software developed by contributors to openMDX (http://www.openmdx.org/) --------------------------------------------------------------------- 0. SUMMARY * Support for TomEE * Indexer supports XML documents * Improvements LDAP * Wizards: - Customer care - Bulk activity follow up - Bulk activity creation - Schema creation and validation - Database copy * Improvements model / backend: - Addresses support timezone - Support for sub-processes and sub-activities - Contract creators, contract groups - Reminders * RunAs permissions * GUI element-level security * Many Bug-fixes and enhancements For more information see below and http://www.opencrx.org/opencrx/2.9/new.htm ============================================================================== Version 2.9.1 2012-01-21 ============================================================================== 1. NEW FEATURES none 2. CHANGES 2.0. CHANGED FEATURES CR10010458 User-specific pm for triggering reminders. CR10010477 refInitialize() to backend. Move refInitialize() to BasicObjectImpl.openmdxjdoPostConstruct(). It is now optional for client code to call refInitialize() after newInstance(). 2.1. FIXED BUGS CR10010473 Fix Outermost RefPackage mismatch in UserHome.createUserHome() 2.2 REMOVED FEATURES none ============================================================================== Version 2.9.0 2011-12-28 ============================================================================== 1. NEW FEATURES CR10010411 Alerts/Reminders. User-specific reminders which trigger alerts. CR10010308 Support for TomEE. openCRX works on Apache TomEE from version 1.0.0 beta 2 on. Steps for manual installation: Prepare dirs ------------ mkdir $CATALINA_BASE/apps mkdir $CATALINA-BASE/maildir mkdir $CATALINA-BASE/airsyncdir Update EAR ---------- cp opencrx-core-EAR $CATALINA_BASE/apps Update bin ---------- cp openmdx-system.jar $CATALINA_BASE/bin cp setenv.sh $CATALINA_BASE/bin Update lib ---------- cp hsqldb.jar $CATALINA_BASE/lib cp catalina-openmdx.jar $CATALINA_BASE/lib cp openmdx-base.jar $CATALINA_BASE/lib Update conf ----------- Add resources to openejb.xml Add properties to logging.properties Add users to tomcat-users.xml Start Tomcat ------------ cd $CATALINA_BASE/bin ./catalina.sh run openejb.xml ----------- JdbcDriver org.hsqldb.jdbcDriver JdbcUrl jdbc:hsqldb:hsql://127.0.0.1:9001/CRX UserName sa Password manager99 JtaManaged true mail.debug true mail.transport.protocol smtp mail.smtp.user myusername mail.smtp.password mypassword mail.smtp.starttls.enable true mail.smtp.auth true mail.smtp.host myhost mail.smtp.port 25 mail.smtp.user myuseruname mail.from mymailfrom mail.store.protocol pop3s mail.pop3s.host myhost mail.pop3s.port 995 mail.pop3s.auth true mail.pop3s.user myusername mail.pop3s.password mypassword logging-properties.xml ---------------------- .level = WARNING ############################################################ # openMDX Logging Configuration # Add to logging.properties to configure openMDX logger ############################################################ org.openmdx.kernel.log.LoggerFactory.level = WARNING org.openmdx.kernel.log.LoggerFactory.handler = 1localhost.org.apache.juli.FileHandler tomcat-users.xml ---------------- setenv.sh --------- #!/bin/sh # [openCRX] export JAVA_OPTS="$JAVA_OPTS -Xmx800M" export JAVA_OPTS="$JAVA_OPTS -XX:MaxPermSize=256m" export JAVA_OPTS="$JAVA_OPTS -Dtomcat.server.port=8005" export JAVA_OPTS="$JAVA_OPTS -Djava.protocol.handler.pkgs=org.openmdx.kernel.url.protocol" export JAVA_OPTS="$JAVA_OPTS -Dorg.opencrx.maildir=$CATALINA_BASE/maildir" export JAVA_OPTS="$JAVA_OPTS -Dorg.opencrx.airsyncdir=$CATALINA_BASE/airsyncdir" # export JAVA_OPTS="$JAVA_OPTS -Dorg.openmdx.persistence.jdbc.useLikeForOidMatching=false" # export LOGGING_MANAGER="-Djava.util.logging.manager=java.util.logging.LogManager" export CLASSPATH=$CLASSPATH:$CATALINA_BASE/bin/openmdx-system.jar # [openCRX] # [openCRX:CRX] export JAVA_OPTS="$JAVA_OPTS -Dopencrx.CRX.jdbc.driverName=org.hsqldb.jdbcDriver" export JAVA_OPTS="$JAVA_OPTS -Dopencrx.CRX.jdbc.url=jdbc:hsqldb:hsql://127.0.0.1:9001/CRX" export JAVA_OPTS="$JAVA_OPTS -Dopencrx.CRX.jdbc.userName=sa" export JAVA_OPTS="$JAVA_OPTS -Dopencrx.CRX.jdbc.password=manager99" # [openCRX:CRX] echo "Using JAVA_OPTS: $JAVA_OPTS" CR10010390 Addressable has timezone. Allow to set timezone for an Adressable. CR10010243 Indexer supports XML documents. The indexer supports * mimeTypes application/vnd.openxmlformats* * extensions .docx, .xlsx CR10010296 LDAP support for AbstractGroup. The LDAP server supports the following BaseDN formats: * Get contacts by account filter, e.g. "All Accounts": ldapsearch -D "guest@Standard" -w guest -h localhost -p 1389 -b "ou=filter/All Accounts,ou=Persons" -l 100 -z 100 -P 3 "" * Get contacts by account group members, e.g. "MyGroup": ldapsearch -D "guest@Standard" -w guest -h localhost -p 1389 -b "ou=group/MyGroup,ou=Persons" -l 100 -z 100 -P 3 "" CR10010293 CustomerCare Wizard. Wizard which supports the most important use cases for customer care: * Search account * Show activities overview * Create new activity * Perform activity follow up Permissions must be granted by the segment admin for the users to show activities and activity creators: * Grant permission for creator on form 'Search Contact' name=CustomerCareWizard:SEARCH_CONTACT:activityCreator/id action=+show * Grant permission for creator on form 'Contact' name=CustomerCareWizard:CONTACT:activityCreator/id action=+show * Grant permission for process state: name=CustomerCareWizard:activityProcess/id/processState/[:* | id] action=+show The wizard can be launched on: * Activity group: in this case 'Contact.Search' searches within the reporting contacts of the activities of the activity group. * Account: in this case 'Contact.Search' searches within the account members. * User home: in this case 'Contact.Search' searches within all contacts. CR10010286 BulkActivityFollowUp wizard. Wizard to perform bulk follow ups on a set of activities. The wizard is launched on an existing activity which serves as template for selecting the activities to process by - assigned activity groups - process state CR10010285 BulkCreateActivity wizard. Wizard for bulk activity creation based on a "Saved search - Account". A typical use-case for this wizard is to create an activity for each account which is member of a campaign (defined by the "Saved search - Account"). CR10010023 Search criteria for group membership. Search criteria for account group membership: * AddressAccountMembershipFilterProperty * AccountMembershipFilterProperty CR10010245 Accounts: add preDelete and preStore call-backs for accounts and addresses: Accounts.removeAccount(), Accounts.updateAccount(), Accounts.removeAddress(), Accounts.updateAddress(). CR10010021 Reference AccountAddress::authority allows to specify the authority of account addresses. E.g. The authority of an employee's business address is a company. CR10010136 The following classes extend from CrxObject: * ActivityEffortEstimate * ActivityGroupAssignment * ActivityParty * CalendarDay * PriceModifier * ProductConfiguration * ProductConfigurationTypeSet * ProductReference * ResourceAssignment * Vote CR10010113: AccessControl: RunAs-Permissions. The AccessControl plug-in supports runAs permissions. runAs permissions allow to run object access operations (read, update, delete) under a different principal than the requesting principal. Two different formats are supported: * 'object:authority/object path@runAsPrincipal', e.g. 'object:org.opencrx.kernel.activity1/activityTracker/{id}@user1'. The meaning of this permission is: "run the object access operation for the specified object as user1'. - An object permission defined for an activity creator implies runAs permissions for all activities created with this creator. * 'groupMembership:authority/group path@runAsPrincipal', e.g. 'groupMembership:org.opencrx.kernel.activity1/activityTracker/{id}@user1'. The meaning of this permission is: "In case the object is member of the specified group, run the object access operation as user1". Permissions are created as follows: * Login as segment admin * Navigate to Security Policy > Privileges * Create a new privilege and set name to the permission name, e.g. 'object:org.opencrx.kernel.activity1/activityTracker/{id}@user1' * Create a new role or select an existing one * Create a new permission and set the name to the permission name, e.g. 'object:org.opencrx.kernel.activity1/activityTracker/{id}@user1'. Set action to 'runAs'. * Assign to role to a principal The AccessControl plug-in handles runAs permissions as follows: * object: In case the XRI of the accessed object matches the permission's path pattern, the object access operation is run as the principal specified by the permission. * groupMembership: In case the accessed object is member of a group where the XRI of the group matches the permission's path pattern, the object access operation is run as the principal specified by the permission. groupMembership currently only works for activities / activity groups. CR10010141 Portal: GridMoveUpObjectAction, GridMoveDownObjectAction. Add grid actions which allow to move position of values for multi-valued, ordered reference features. CR10010109 GUI: element-level security. Element-level security allows to set show and edit permissions for the following GUI elements: * Fields * Field groups * Menu items / operations * Grids Permissions are defined per role. One or more role can be assigned to a user's principal. The wizard ManageGUIPermissions allows to view and manage (segment administrator only) permissions. Roles are created by the segment administrator in Security policies > Roles. CR10010092 ICAL mapping of attendees. Attribute emailHint added to AbstractActivity party. The hint allows to have multiple activity parties pointing to the same account. The hint serves as e-mail address selector in case the account has multiple e-mail addresses. The ICAL import sets the hint field for each imported ATTENDEE, whereas the ICAL exporter/mapper uses the hint to generate the ATTENDEEs. When importing an ICAL and the e-mail address of an ATTENDEE is unknown, an e-mail address is created and assigned to the segment admin's contact. CR10010069 DbCopy Wizard. The wizard can be invoked as root admin. It allows to copy data from a source database instance to a target instance. It provides the same functionality as the command-line version. CR10010063 DbSchemaWizard. The wizard can be invoked as root admin. It allows to create, validate, upgrade and migrate an openCRX database. The database can either be specified by its JNDI name or by a JDBC connection URL. Validation performs the following checks: * Test existence of tables * Test columns of all tables (missing / extra columns) * Test existence of views * Test existence of indexes * Test existence of sequences * Test existence of preference entries (missing / extra entries) Fix allows to fix the reported issues: * Creation of tables * Creation of missing columns * Creation/replacement of views * Creation of indexes * Creation of sequences * Creation/replacement of preference entries Fix never never drops or removes any database objects or rows. So you never loose data. However, because fix may modify your schema it is recommended to backup before upgrading / fixing a database. It is possible to run fix on an empty database schema. In this case all tables, views, indexes and sequences are created. Known issues: * In some cases the CREATE OR REPLACE VIEW statements may fail for several reasons (table with the same name exists, non-compatible column types, etc.). In this case it is recommended to remove all views and run fix. It recreates all views. CR10010042 PortalExtension: grid actions. Allow to add custom-specific actions to grid menu 'Actions'. Default actions added for openCRX are: * Export --> XML * Export --> XLS which export either the current grid page or the selected objects. CR10010022 Address::moveAddress. Allow to move address to a target account and update address references: - E-Mail sender and recipients - Address group members The operation performs the following steps: - clone source address to target account if it does not already exist - update references - disable source address CR10010001 activity1: sub-activities. SubActivityTransition allows to create sub activities when performing a transition. The sub activity is created using the configured activityCreator. In case useCreatorAsTemplate is set to true, the created activity is assigned to activity groups which are clones of the activity creator's activity groups. The names of the cloned groups are specified by templateNamePattern. The groups are only cloned if they do not already exist (matching creation context and name). Sub activities are linked to their parent activities with: - Activity::creationContext - Activity::LinkTo[linkType=IS_CHILD_OF] CR10008383 contract1: Contract creators / groups. The contract1 model is extended as follows: * Refactoring - SalesContract - GenericContract - Rename AbstractContractPosition to SalesContractPosition *IMPORTANT:* All source code (plugin extensions, wizards, calculation rules, etc.) MUST be migrated as follows: - Replace class AbstractContract by SalesContract - Replace class AbstractContractPosition by SalesContractPosition * SalesContract - Add reference <<0..n>> SalesContract.salesVolumeContract - Remove operations SalesContract.assignSalesVolumeBudgets(), findSalesVolumeBudgets() - Remove operation SalesContractPosition.assignSalesVolumeBudgets() * ContractGroup - Add class ContractGroup - Add class ContractFilterGroup - Add class ContractGroupAssignment * ContractCreator - Add class ContractCreator - Add class SalesContractCreator - Add class ContractType * SalesVolumeContract - Add class SalesVolumeContract - Add class SalesVolumeTarget * SalesVolumeBudget - Remove classes CustomerAssignment, BrokerAssignment, SalesRepAssignment 2. CHANGES 2.0. CHANGED FEATURES CR10010358 Reload codes. Reloaded codes are propagated to GUI and backend without the need to restart the web app. CR10010295 ContactsFeed references AbstractGroup. ContactsFeed references AbstractGroup instead of Group. CR10010160 Enhance VCARD importer. Enhance VCARD (and other importers) so that it accepts mime types and file extensions. Also enhance so that minimalistic VCARDs can also be imported. CR10010131 Deprecate prefs_preference. Move persistence config to * src/jar/opencrx-resources.jar/META-INF/Kernel.properties * src/jar/opencrx-resources.jar/Security.properties The table prefs_preferences is not required anymore. CR10010091 Mapping of e-mail recipients. Unknown E-Mail recipients are currently mapped to the generic e-mail address "UNKNOWN". Instead an e-mail address should be created and assigned to segment admin. The address can be moved with moveAddress() to the proper contact at a later time. CR10009825 SegmentSetup: Security of default activity processes and default activity types. In addition to 'Administrator' the PrincipalGroup 'Users' should also be added to the list of OwningGroups of the Default Activity Processes and Default Activity Types (including all their composites). Furthermore, the access levels of all of the above objects should be set to 3-1-1 (browse, update, delete). 2.1. FIXED BUGS none 2.2 REMOVED FEATURES none ---