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General

Security

Please note our Statement regarding the Security Improvements here:

https://portrait.atlassian.net/wiki/spaces/PA7/pages/1029117068/Draft+7.0.0+-+Reisalpe#Security-Improvements-Notice

And make adjustments to Permissions for Forms, Actions 2.0, Sections as needed.

Procedure

  1. Please make a backup of your entire configuration this may include the following files. You can download the entire folder directly via <yourInstance.com>/config by rightclick on a folder and select download.

  2. Upload the new icon-badge.png

  3. Shut down the portrait instance via docker-compose down. (stop is not enough)

  4. Update the application-prod.yml - details below

  5. Update the .env file to use the latest version:
    Example: (use the latest 7.x that is available) see https://install.portrait.app/ for all versions

    BACKEND_TAG=7.0.0
    FRONTEND_TAG=7.0.0
    PYTHON_RUNTIME_TAG=7.0.0
  6. Startup the instance via docker-compose up -d

  7. RECOMMENDED: Elasticsearch Index Space Optimization

    1. Go to the sources config in the admin view and DELETE all ELO indexes.

    2. Restart Portrait to rebuild the indexes completely

If you have a larger YML Config you could also upgrade smaller parts by commenting out some parts and go from there.

Upload new Icon

We extended the icon sets for push notifications. A new icon ‘logo-badge.png’ has been added.
Download this file and add it to the icons folder. As this icon requires specific formats (format, transparency, …) in order to be correctly displayed by multiple devices we recommend to use the default one we provide.

File:

Screenshot 2024-08-26 at 12.15.31.png

technical details https://notifications.spec.whatwg.org/#badge-resource

The icon will be shown based on the users os and design. Example on android

Screenshot_20240819_205635_One UI Home.jpg

Application Config Update (application-prod.yml)

These Guide mainly describes the breaking changes and needed updates in order to migrate old instances. For a full list of new features see our full release notes https://portrait.atlassian.net/wiki/pages/resumedraft.action?draftId=1029117068

Section

Actions:

Reference: https://portrait.atlassian.net/wiki/spaces/PA7/pages/edit-v2/1103593474#Migration-Section-Action-to-new-configuration

For Links that were previously build with handlebars in the source. These can now be build with directly in the section. In addition you can specify conditions whenever a link should be displayed for an entry or not.

Details:

Actions

Actions for links:

before

- label: 'Manufacturer Info'
  key: 'CtaManufacturerInfo'
  type: 'action'
  icon: 'info'
  appearance: 'primary'
  showInTableHeader: false
  showInDetailList: true

after

actions:
  - label: 'Manufacturer Info {{Name}}' # Handlebar
    key: 'CtaManufacturerInfo'
    type: 'LINK' # [LINK, FORM ]
    condition:
      - expression: '{{gt Amount 0}}'
    value: 'https://www.google.com?q={{ModelCode}}'
    icon: 'info' # Handlebar

Actions for triggering forms:

before

- label: 'Bearbeiten'
  type: 'form'
  key: 'edit_vacation'
  icon: 'edit'
  showInTableHeader: false
  showInDetailList: true
  options:
    forwardFields:
      - key
      - VACATION_EMAIL
      - VACATION_DATE
      - VACATION_STATUS

after

actions:
  - label: 'Bearbeiten' # Handlebar
    key: 'edit_vacation'
    type: 'FORM' # [LINK, FORM ]
    condition:
      - expression: "{{eq VACATION_EMAIL PORTRAIT_USER_EMAIL}}"
    value: 'edit_vacation'
    icon: 'info' # Handlebar
    forwardFields:
      - key
      - VACATION_EMAIL
      - VACATION_DATE
      - VACATION_STATUS

Inline Image in HTML

If you previously used the indexing of Files to display Images inline via HTML you have to set a flag to store the files in the public directory.

Enable Public cache folder

publicCache: true

full example:

sourceSpecific:
  mask: Application Entry
  files:
    publicCache: true
    nesting: 1
    mask: Application Attachment

Disable File download - optional

In addition you may want to disable the download of these files now:

- name: sectionid
  disableFiles: true

see

https://portrait.atlassian.net/wiki/spaces/PA7/pages/edit-v2/1029117068#ELO-Sources-Files-Indexing

Example disabledFiles: false (default)

Screenshot 2024-08-26 at 11.39.17.png

Example disabledFiles: true

Screenshot 2024-08-26 at 11.38.48.png

Handlebars - Field Processors

ELO GUID

With this version we switch to a more classic approach how ELO uses GUIDS. In ELO the identifier for an SORD is in there form of

https://portrait.atlassian.net/wiki/spaces/PA7/pages/1029117068/Draft+7.0.0+-+Reisalpe#ELO-Sources-IDs

Example

BEFORE

AFTER

value: '{{#if SHARE_PARENT_ELOGUID}}[Open](https://organigram.tuev.at/complete/{{substring SHARE_PARENT_ELOGUID 1 37 }}/hi){{/if}}'
value: '{{#if SHARE_PARENT_ELOGUID}}[Open](https://organigram.tuev.at/complete/{{SHARE_PARENT_ELOGUID}}/hi){{/if}}'

value: 'elodms://({{key}})'

value: 'elodms://{{key}}'

value: '{{substring SHARE_SUBSIDIARY_ELOGUID 1 37 }}'

value: '{{SHARE_SUBSIDIARY_ELOGUID}}'

A practical example where this is needed is the Orgchart view

additional Helper

We added a bunch of new helpers. Check them out and optimize your config as needed.

https://portrait.atlassian.net/wiki/spaces/PA7/pages/1029114243/Field+Processors#In

https://portrait.atlassian.net/wiki/spaces/PA7/pages/1029114243/Field+Processors#Working-with-numbers

https://portrait.atlassian.net/wiki/spaces/PA7/pages/1029114243/Field+Processors#Working-with-boolean

https://portrait.atlassian.net/wiki/spaces/PA7/pages/1029114243/Field+Processors#Mathematics-Operations

Source

ELO Adminbase and Chaosablage

When indexing Elements within the Administrationbase (“Administration” Folder) and “Chaosablage” results are per default now ignored this can be changed with

sourceSpecific:
        blacklistChaosablage: false #default, if not set: true
        blacklistAdministration: false #default, if not set: true

You can also

Details

https://portrait.atlassian.net/wiki/spaces/PA7/pages/edit-v2/1029117068#ELO-Sources-Adminbase-and-Chaosablage-indexing

ELO sources

SQL Sources

The syntax how parameter are set in SQL changed in this version.

Old Format:

- id: updateCompany
  onSubmit:
    type: SQL
    connection: organigram
    query: |
      UPDATE DemoOrganigram 
      SET NAME = '{{name}}', PARENT_LABELS = '{{PARENT_LABELS}}', COUNTRY = '{{COUNTRY}}', REGION = '{{REGION}}', GF = '{{GF}}', SUB_COMPANIES = '{{SUB_COMPANIES}}'
      WHERE ID = '{{ID}}';

New Format

- id: updateCompany
  onSubmit:
    type: SQL
    mode: UPDATE
    source: demo-organigram # used to get access to ORIGIN_ID for improved security
    connection: organigram # the database connection the update statement should run against
    fieldProcessor: # Useful for optional fields which otherwise could not be set in the SQL statement
      - field: NAME
        value: "{{NAME}}"
      - field: PARENT_LABELS
        value: "{{PARENT_LABELS}}"
      - field: COUNTRY
        value: "{{COUNTRY}}"
      - field: REGION
        value: "{{REGION}}"
      - field: GF
        value: "{{GF}}"
      - field: SUB_COMPANIES
        value: "{{SUB_COMPANIES}}"
    query: |
      UPDATE DemoOrganigram 
      SET NAME = :NAME, PARENT_LABELS = :PARENT_LABELS, COUNTRY = :COUNTRY, REGION = :REGION, GF = :GF, SUB_COMPANIES = :SUB_COMPANIES
      WHERE ID = :ORIGIN_ID;

details https://portrait.atlassian.net/wiki/x/pQNXPQ

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