Poppy - Release Notes (Now Published to Main Page)

Changes and Required Actions

Functional Area	Change or Addition	Considerations	Action timing, Action required	Comments	Contact person, Related JIRAs
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

New Apps

App	Description	Comments/notes	Product Owner
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

Permissions Updates

App	New Permissions	Product Owner
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