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Upgrading an Existing Installation

The VBA module, Lime Bootstrap apps and the Actionpads must always be manually upgraded. Everything else (backend, web components) is upgraded automatically when you bump the version of the dependency to addon-acd.

Upgrading to 8.x

  • Create user acd@lime in Lisa with at least Read, Write and Update permissions for the configured company limetype.
  • In Lisa add a text field acd_errormessage (with a length of 512 and invisible and readonly for the desktop client) to the configured company limetype and select that field as property for the saving error in Lime Admin.

If Proff is used as data provider:

  • Add application config to enable automatic updates.
  • Configure in Lime Admin whether the manual update button should be shown.
  • In Lime Admin switch on the code editor and check for last_checked_for_updates. Proff API only serves changes for the last 30 days. If the shown date is older than that, you'll miss out on changes if you don't manual update these companies. Therefore, go to the company table-view and filter on acd_lastupdated older than 30 days and manually update every company.
  • on-prem: restart the Task Handler and Task Scheduler service.

Upgrading to 7.x

If Bisnode is used as data provider:

The provider Bisnode has been renamed to Dun & Bradstreet Business Contacts. Follow these steps to upgrade:

  • Rename bisnode to dnbbc in the application configuration.
  • The LBS apps needs to be replaced with the new ones.

Upgrading to 6.x

If Creditsafe is used as data provider:

  • The old LBS apps do not work at all with this new major version, they must be replaced.
  • The configuration in Lime Admin needs to be updated accordingly:
    1. countriesFallback key under creditsafe node should be removed.
    2. countries key under creditsafe node is now required. You should add the countries that ACD should search in as default. The countries that is set must be active in the agreement with Creditsafe.

Upgrading to 5.x

  • The old LBS apps do not work at all with this new major version, they must be replaced.
  • Provider authentication credentials must be moved from runtime configuration to application configuration. See Configuration for how to add the credentials to application configuration.

Upgrading to 4.x

The old LBS apps do not work at all with this new major version, they must be replaced.

Upgrading to 3.x

The major difference from 2.x is support for the new object card in the Lime CRM web client. A migration script will automatically try to move the configuration for ACD's web component. See Configuration for how to manually add ACD's web component if it does not show up after an upgrade.