Vtiger CRM 5.0.4 RC - Release Notes
From vtiger.com
Contents |
[edit] 5.0.4 RC Overview
5.0.4RC is mainly a bug fix release. The main highlight of the release is UTF-8 support in most of the product, except in Inventory PDF, Reports-Export to Excel, and Some parts of Dashboard.
Over 660 bug fixes, 50 patches and few minor feature enhancments have been incorporated in this release.
[edit] MySQL Configuration
If you are using an existing MySQL database (instead of the one bundled in the EXE/bin downloads), please make sure that UTF=8 support is enabled in MySQL.
The MySQL database that has been bundled in the EXE and bin files has already been pre-configured for UTF-8 support. So, if you are using the bundled database then no changes are necessary.
[edit] Features & Enhancements
Following feature enhancement requests have been addressed in 5.0.4RC. Please click the ticket id for additional details.
1510 Contacts, leads - always drops back to first page of list
3230 Multiple Attachments not supported
4107 provide delete option for related to field(contact) in calendar.
4109 Accounts -vs- Contacts and saving emails sent?
4131 HTML Based E-mail Templates
4175 Email notification when User is added
3907 Firefox : Small note description
4075 Ability to change default mysite page
3013 Allow multiple attachments when sending emails.
4118 Order filter name alphabetically
4183 & 4382 Import/Export functionalities for Trouble Tickets & Vendors module
38557 Accounts > Mailer Export : Exports contacts (depending on search criteira) from the Accounts from a previous search into a CSV.
2607 Selective Export : Export the selected records.
4131 HTML Based E-mail Templates
- StandardUser configuration in installation : During Vtiger installation, we now provide a feature to set the configuration for StandardUser also, similar to the Admin user.
- Role based PickList : Picklist values can now be defined based on roles. So different set of picklist values can be assigned, for all the modules, based on User roles.
- Firefox plug-in dynamic Role based PickList for Trouble Tickets : Picklist values for Trouble tickets can be defined based on roles.
[edit] Bug Fixes
We have fixed about 660+ issues in the 5.0.4RC release. Here are the Top 10 bug fixes:
2051 Always problem with accents
2107 Huge security hole
2196 Inconsitency in charset (UTF-8)
3952 migration problem from 5.03RC2 to latest SVN
4050 Error on lead conversion
4201 Version need to be changed
2214 i18n issue with picklists
2590 saved picklist value not remained when edit
2620 UTF-8 support for Notifications and report folder name
3728 webmail -->attachment img not forwad to another mails
For more, please see this Trac report of issues fixed in 5.0.4RC.
[edit] Integrated Patches
We have integrated around 50 patches in 5.0.4RC release. Here are a few of them:
3283 i18n issue at calendar (all events and tasks)
2279 Role assignment upon user creation broken
2318 RTF document merge instead of word merge
2346 Calendar Week View Action button displays improperly
2350 Navigation dropdown problem in IE (and Safari?)
2404 Problem with HTML Tags in AltBody(Text) on Email, (umlaute)
2730 Problem in Search and Tag Search when modules are disabled for a profile
3004 patches to log entries for php 5.2
3719 Error causing blank screen problem - fix
3832 picklist encoding problem
For more, please see this Trac report of patches integrated in 5.0.4RC.
[edit] Known Issues
We have about 30 issues to be fixed. For complete details, please see this Trac report of Open issues in 5.0.4RC.
- Some of the UTF-8 character will not be supported in Outlook (English/US Installation) , So that some values may get disturbed.
- Some of the UTF-8 character will not be supported in Office Plugin (English/US Installation), So that some values may get disturbed.
- In Mail merge the values with tags or in symbol "<>" will not merge properly.
- Inventry PDF will not work with UTF-8 characters.
- Some Special chars not getting displayed correctly dashboard issue.
- Office & Outlook plugins will not work properly with office 2007 and outlook 2007.
[edit] Limitations
- Limitation Inventory PDF field level security is not applied.
- Chat :- Chat does not work during the heavy load in the server
- In future release, week view UI will be changed, so all the events are displayed at start time of the event.
- If events start time is lesser than the Calendar start time, it will not be displayed in the calendar view.
[edit] Migration Steps
[edit] To Migrate from 5.x versions
Step 1 : Download the patch and unzip it in the vtiger CRM home directory.
Step 2 : Please do the following changes in config.inc.php before starting migration
Set the value of $default_charset as 'UTF-8'.
ie., $default_charset = 'UTF-8';
and add the following lines at the end of the file.
// trim descriptions, titles in listviews to this value
$listview_max_textlength = 40;
Step 3 : Go to Smarty/templates_c and remove all the cached files which ends with ".tpl.php". If not you may not get the ui changes properly.
Step 4 : Login as admin user
Step 5 : Click on the Settings tab
Step 6 : Go to Migration Wizard.
Step 7 : Use the option 'Upgrade my vtiger 5.x version to Current Version (5.0.4)'
Step 8 : Click on Migrate.
Step 9 : Once you are done with migration, Go to your browser options and clear the cache.
[edit] To Migrate from 4.2.x versions
Step 1 : Take the dump of your database.
mysqldump <database_name> [ -u username -p ] > dump_file.sql
Step 2 : Create an empty database
mysql> create database <new_database>;
Step 3 : Import the data into new database from the dump file.
mysql> use database <new_database>;
mysql> source <complete_path>\dump_file.sql
Step 4 : Install vtiger 5.0.4 (during installation give a different database name <dummy_database>)
Step 5 : Login as admin user
Step 6 : Click on the Settings tab
Step 7 : Go to Migration Wizard.
Step 8 : Use the option 'Migration from vtiger 4.2.x (4.2Patch2/4.2.3/4.2.4) to Current Version (5.0.4)'
Step 9 : Select Source -> Select 'I have a new database with 4.2.3 Data'
Step 10 : Give proper database connection parameters and provide the name of the newly created database ( <mew_database>) into which the dump file is imported.
Step 11 : Click on Migrate.
[edit] Modified Tables after 5.0.3
| Table Name |
Changes Done |
| vtiger_users |
1.Increased user_name field size from 20 to 100 2.Added tagcloud_view column |
| vtiger_sharedcalendar |
1.Updated type into InnoDB |
| vtiger_blocks |
1.Updated type into InnoDB |
| vtiger_portalinfo |
1.Updated type into InnoDB |
| vtiger_customerdetails |
1.Updated type into InnoDB |
| vtiger_potential |
1.Increased Amount field size from 10.2 to 14.2 |
| vtiger_activity |
1.Added recuringtype column |
| vtiger_attachments |
1.Increased name field size from 100 to 255 2.Changed path field type from varchar to TEXT. |
| vtiger_products |
1.Changed 'qtyinstock' field from Integer(11) to
Decimal(25,3) |
| vtiger_manufacturer |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_users2group |
1.Updated type into InnoDB |
| vtiger_group2grouprel |
1.Updated type into InnoDB |
| vtiger_group2rs |
1.Updated type into InnoDB |
| vtiger_cntactivityrel |
1.Added an Index 'cntactivityrel_activityid_idx' |
| vtiger_troubletickets |
1.Removed description column |
| vtiger_headers |
1.Updated type into InnoDB |
| vtiger_import_maps |
1.Updated type into InnoDB |
| vtiger_systems |
1.Updated type into InnoDB |
| vtiger_currency_info |
1.Updated type into InnoDB |
| vtiger_defaultcv |
1.Updated type into InnoDB |
| vtiger_emailtemplates |
1.Updated type into InnoDB |
| vtiger_files |
1.Updated type into InnoDB |
| vtiger_loginhistory |
1.Updated type into InnoDB |
| vtiger_ticketstracktime |
1.Updated type into InnoDB |
| vtiger_users_last_import |
1.Updated type into InnoDB |
| vtiger_wordtemplates |
1.Updated type into InnoDB |
| vtiger_accounttype |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_leadsource |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_opportunity_type |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_leadstatus |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_eventstatus |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_industry |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_salutationtype |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_taskpriority |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_taskstatus |
1.Removed sortorderid column 2.Added picklist_valueid column 3.Updated type into InnoDB |
| vtiger_sales_stage |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_faqcategories |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_faqstatus |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_rating |
1.Removed sortorderid column 2.Added picklist_valueid column 3.Updated type into InnoDB |
| vtiger_ticketcategories |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid 3.Updated type into InnoDB |
| vtiger_ticketpriorities |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid 3.Updated type into InnoDB |
| vtiger_ticketseverities |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid 3.Updated type into InnoDB |
| vtiger_ticketstatus |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid 3.Updated type into InnoDB |
| vtiger_activsubtype |
1.Updated type into InnoDB |
| vtiger_durationhrs |
1.Updated type into InnoDB |
| vtiger_durationmins |
1.Updated type into InnoDB |
| vtiger_profile2tab |
1.Updated type into InnoDB |
| vtiger_profile2standardpermissi<wbr>ons |
1.Updated type into InnoDB |
| vtiger_profile2field |
1.Updated type into InnoDB |
| vtiger_role2profile |
1.Updated type into InnoDB |
| vtiger_org_share_action_mapping |
1.Updated type into InnoDB |
| vtiger_def_org_field |
1.Updated type into InnoDB |
| vtiger_profile2utility |
1.Updated type into InnoDB |
| vtiger_productcategory |
1.Removed sortorderid column 2.Added picklist_valueid column |
| vtiger_notificationscheduler |
1.Added column TYPE |
| vtiger_relatedlists |
1.Updated type into InnoDB |
| vtiger_rss |
1.Updated type into InnoDB |
| vtiger_mail_accounts |
1.column mail_password size changed from 20 to
250 |
| vtiger_quotes |
1.Column team is removed |
| vtiger_activity_reminder |
1.Updated type into InnoDB |
| vtiger_usageunit |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_glacct |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_quotestage |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_invoicestatus |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_postatus |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_sostatus |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_carrier |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_recurringevents |
Contraint fk1 is added |
| vtiger_inventory_tandc |
1.Updated type into InnoDB |
| vtiger_campaigntype |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_campaignstatus |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_expectedresponse |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_picklist |
New |
| vtiger_role2picklist |
New |
| vtiger_picklistvalues_seq |
New |
| vtiger_portal |
1.Added column setdefault |
| vtiger_soapservice |
New |
| vtiger_freetags |
1.Updated type into InnoDB |
| vtiger_emaildetails |
1.Updated type into InnoDB |
| vtiger_invitees |
1.Updated type into InnoDB |
| vtiger_status |
1.column SORTORDERID changed into PRESENCE 2.column PRESENCE changed into picklist_valueid |
| vtiger_inventoryproductrel |
1.Quantity changed from Interger(19) to Decimal(25,3) |
| vtiger_version |
1.Updated type into InnoDB |