Poppy - Release Notes (Now Published to Main Page)

Affected app or module

What has been changed or added that should be noted for this release

What challenges may arise related to this change or addition

When can the action be taken (before, during or after upgrade)?

If applicable, detail what action(s) must be taken here

Is this action required for the next release?

Name of user leaving comment: comment on what you encountered or ask a question @mention Contact person

User name of person that can provide additional detail.
Include issue link for bug fix, story or feature that applies

Consortia manager

Added mod-consortia and ui-consortia-settings

Please review the following documentation Steps to setup Consortia env. This will instruct you as to how and why you would enable this functionality.

 Configuration takes place after the upgrade

Applicable only for multi-tenant FOLIO customers. If site is not multi-tenant the are no actions required to disable these functions.

@Serhii_Nosko @Dennis Bridges 

Login

Changes made to mod-consortia, mod-login, mod-users, mod-authtoken. Username is unique across member tenants

If the cluster has existing users - all they should be processed by the consortium pipeline: Steps to setup Consortia env.  The process of adding tenants to the consortium will take care about migration of existing users that have a type that does not equal to 'patron' or 'dcb'.

For Forgot email/Forgot password functionality make sure that config entries for module 'USERSBL' like: 'FOLIO_HOST', 'RESET_PASSWORD_UI_PATH' populated for each tenant in the consortium. So no new params added, just make sure that all existing ones are populated for each tenant.

For mod-authtoken to be able to do cross tenant requests for ECS based envs need to populate system property: 'allow.cross.tenant.requests=true' 

Make sure that the DB schema for the central tenant is located in the DB cluster as schemas for all other tenants in the consortium.

@Serhii_Nosko 

Consortia manager

In an environment that has consortia functionality enabled (see above) There is now an area in settings where consortia membership can be edited.

Membership can only be edited in the UI. To add or remove members you must use APIs (see above for more info)

After migration

@Dennis Bridges @Serhii_Nosko 

Consortia manager

(ONLY valid in central tenant) Settings areas that can be manipulated via the consortia manager now have a "source" field with a possible value of "consortium" OR "local"

No action is required but users should be aware they can only edit settings with source "local" unless they're in Consortium Manager.

N/A

@Dennis Bridges 

Export manager

migrated mod-data-export-spring to quartz implementation

No longer need to re-enable modules. Just install and enable once

This would be a consideration for after the upgrade

More than one mod-data-export-spring can now be run in parallel.

@Serhii_Nosko 

Invoices

Invoices can now be assigned to previous fiscal years. When processed all transactions will be made against the corresponding fiscal year.

 Users will need specific permissions to perform this action (see below). 

No action required

If ignored invoices will continue to apply to the current fiscal year.

@Dennis Bridges 

Users

(ONLY applicable if consortia enabled) User type is a required field. For non-consortia environments it is optional but can be used if desired through the UI.

In a consortia environment, users must be given a type of "patron" OR "staff". There is also a type of "system" and "shadow", "dcb" that is used by FOLIO to manage user accounts and access across members.

@Dennis Bridges 

mod-consortia

Backend module that enables workflow collaboration between FOLIO tenants

Not included in FOLIO platform complete

@Dennis Bridges 

ui-consortia-settings

UI module that surfaces workflow collaboration functionality in FOLIO systems with mod-consortia enabled

Not included in FOLIO platform complete

@Dennis Bridges 

Invoice

Invoice: Pay invoices in a different fiscal year

Consortia manager

Consortium manager: Can view existing settings

Consortium manager: Can create, edit and remove settings

Consortium manager: Can share settings to all members

Consortia: View affiliations

Consortia: Assign and unassign affiliations

Settings (Consortia): Can view consortia membership

Settings (Consortia): Can view and edit consortia membership

@Joseph Reimers 

Organization Settings

Settings (Organizations): View settings

Acquisition units Settings

Settings (acquisition units): View acquisition units

Finance Settings

Settings (Finance): View settings

Settings (Finance): Export fund and expense class codes