9.2 Upgrade Guide

Before upgrading STEP and its add-on components, there are certain system changes that customers need to be aware of when moving to 9.2 from an earlier version. This list may not be all-inclusive; however, along with the full release note set, it provides a starting point for upgrade evaluation.

As with every release, some components are deprecated, removed, desupported, or not backwards compatible for various reasons. Customers should also read the Platform and Software Support Changes release note (here) and each individual release note for items that may not be listed below and to see future updates and software end-of-life notifications.

• Support for STEP 8.1 is ending as of 1-Nov-2019, and STEP 8.2 support ends effective 1-Jun-2020.
• Internet Explorer 11 will no longer be supported with 9.3. Customers should ensure that they are on a modern supported browser to prepare for this change. For more details, see the Platform and Software Support Changes topic here.
• 32-bit platforms for the workbench are no longer supported.
• Quicksheets are no longer supported, and all Quicksheet functionality is removed with this release. Customers are encouraged to use Smartsheets instead. Contact your Stibo Systems representative for more information.
• With the removal of Quicksheet functionality, the following action buttons are no longer available in Web UI: QuickSheet Action, Excel Export Action, and Excel Export All Action. These were previously withdrawn, meaning that if configured on your system, they could still be used. Now, they will not appear in any 9.2 system.
• FAB-DIS users should be aware of a new property that was originally announced / introduced in 9.1-MP4. A property must be added to the sharedconfig.properties file upon upgrade of the FAB-DIS component. See the Data Exchange Enhancements and Changes release note for details here.
• The Children of Type screen is superseded with the Children of Types screen and will be removed with the next feature release. Users should transition to the Children of Types screen so functionality is not lost with future upgrades.
• Prior to transitioning, if using the Children of Type screen, users should note that the 'New Item Object Type' parameter is deprecated. The parameter is nonfunctional.
• Any Function metrics created prior to 9.2 are not backwards compatible with the new data profiling functionality introduced in 9.2. See the Data Profiling Enhancements release note for important information here.
• With 9.2, the XML-based REST API V1 is considered deprecated and no enhancements will be made and no new features added. Customers are advised to start using REST API V2 instead.
• A new 'Hide All Leaves' parameter has been added to the Tree Navigator component (on Stack Panels and Primary Navigation Panels). This parameter is disabled by default, allowing all leaf objects to display in a Tree Navigator component. This is a change in default behavior, and users should validate that the behavior of leaf objects works as expected post-upgrade.
• Entity and Collection Summary components have been replaced with Entity and Collection Summary Card components. Those with Entity and Collection Summary components already configured will see no changes when updating to 9.2. However, when adding new summary components, both Entity and Collection Summaries will display in the component list as superseded.
• The look and feel of the Smartsheet controls are changing. For full details, see the Smartsheet Enhancements release note here.
• In the original 9.1-MP3 release notes, it was stated that the behavior for calculated attributes would change with 9.2 so that data, in the domain layer, would be accessed observing standard privileges. 9.2 does not include this change.
• Various branding updates have been done so that users may notice slight changes to their Start Page header and the 'Updated release notes' message that displays when entering workbench after a feature release. Although customers should do upgrades and updates using the spot --upgrade command, it is important to note that the baseline installation recipe format has also been updated: to:step/platform/[baseline].spr.

Additional items to note for Web UI:

• New warnings (orphan attribute values) and pop-up behaviors have changed.
• The Node Picker dialog that displays when initiating a Move Action now shows both the name and the ID of the objects contained in the displayed hierarchy.
• The Workflow State component (now, the Workflow States component) has been redesigned for improved configurability and ease of use.

Customers cannot revert to previous behavior for these types of changes. See the Web UI Enhancements release note for details and to read about additional behavior improvements to Web UI here.