Developer Guide
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  • Forest Admin
  • Getting Started
    • Quick start
    • Development workflow
  • Reference Guide
    • How it works
      • Environments
      • Developing on Forest Admin
        • Using branches
        • Deploying your changes
        • Forest CLI commands
          • init
          • login
          • branch
          • switch
          • set-origin
          • push
          • environments:reset
          • environments:create
          • deploy
          • schema:diff [beta]
        • Express packages
    • Models
      • Enrich your models
      • Relationships
        • Create a Smart relationship
          • GetIdsFromRequest
        • Smart Relationship Examples
          • Smart hasMany relationship in mongoDB
    • Actions
      • Create and manage Smart Actions
        • Use a Smart Action Form
        • Use a Smart Action Intent
      • Smart Action Examples
        • Calculate the distance between two string addresses
        • Impersonate a user
        • Create a record with a multiselect through a many-to-many relationship
        • Handle enums with alias labels in a smart action
        • Dropdown with list of values in smart action form
        • Custom dynamic dropdown in a form using smart collections
        • Refresh hasMany relationship in smart action
        • Smart segment to restrict access to an action on a record details view
        • BelongsToMany edition through smart collection
        • Upload files to amazon s3
        • Upload several files with the File Picker
        • Retrieve smart field info in a smart action
        • Smart action to create several records from the input of a single smart action form
        • Add many existing records at the same time (hasMany-belongsTo relationship)
        • Call a webhook with record ids
        • Bulk update records
    • Smart Fields
      • Smart Field Examples
        • Add an HTML credit card as a smart field in a summary view
        • Display field with complex info in html format (rich text editor)
        • Generate signed urls to display S3 files in a smart field
        • Print a status object in a single line field
        • Sort by smart field
        • Sort by smart field that includes value from a belongsTo relationship
        • Add fields destined to the create form
        • Add validation to a smart field edition
        • Display smart field as progress bar using rich text editor
        • Update point geometry field using a smart field and algolia api
    • Smart Collections
      • Examples
        • Create a Smart Collection with Amazon S3
        • Smart relationship between model and stripe cards
        • Create records from a Smart collection
        • Searchable smart collection with records fetched from hubspot API
      • Serializing your records
    • Routes
      • Default routes
      • Extend a route
      • Override a route
    • Integrations
      • Stripe
      • Mixpanel
      • Intercom
      • Elasticsearch
        • Interact with your Elasticsearch data
        • Elasticsearch service/utils
        • Another example
      • Zendesk
        • Authentication, Filtering & Sorting
        • Display Zendesk tickets
        • Display Zendesk users
        • View tickets related to a user
        • Bonus: Direct link to Zendesk + change priority of a ticket
      • Dwolla
        • Display Dwolla customers
        • Display Dwolla funding sources
        • Display Dwolla transfers
        • Link users and Dwolla customers
        • Dwolla Service
      • Razorpay
      • Hubspot
        • Create a Hubspot company
        • Display Hubspot companies
      • Twilio
        • Send an SMS with Twilio and Zapier
      • Azure Table Storage
      • Slack
        • Send Smart Action notifications to Slack
      • Algolia
        • Geocode an address with Algolia
    • Smart Views
      • Create a Map view
      • Create a Calendar view
      • Create a Shipping view
      • Create a Gallery view
      • Create a custom tinder-like validation view
      • Create a dynamic calendar view for an event-booking use case
      • Create a custom moderation view
    • Smart Segments
    • Scopes
      • Create a scope more than one level away based on a Smart field
      • Scope on a smart field extracting a json's column attribute
    • Performance
    • Charts
      • Create an API-based Chart
      • Create a Smart Chart
      • Create Charts with AWS Redshift
  • Extra help
    • Setup
      • Install
      • Connecting Forest Admin to Your Database (Forest Cloud)
      • Forest Admin IP white-listing (Forest Cloud)
      • Why HTTPS is necessary even locally
      • Troubleshooting
      • Prevent permission errors at installation
      • Deploy your admin backend to AWS
      • Deploy your admin backend on Heroku
      • Deploy your admin backend to Ubuntu server
      • Deploy your admin backend to Google Cloud Platform
      • Install Forest Admin on a remote machine
      • Use Forest Admin with a read-only database
      • Configuring CORS headers
      • Running Forest Admin on multiple servers
      • Flatten nested fields (MongoDB)
    • Upgrade
      • Upgrade notes (Rails)
        • Upgrade to v9
        • Upgrade to v8
        • Upgrade to v7
        • Upgrade to v6
        • Upgrade to v5
        • Upgrade to v4
        • Upgrade to v3
      • Upgrade notes (SQL, Mongodb)
        • Upgrade to v9
        • Upgrade to v8
        • Upgrade to v7
        • Upgrade to v6
        • Upgrade to v5
        • Upgrade to v4
        • Upgrade to v3
      • Update your models' definition
      • Monitor your Forest's status
      • Manage your Forest Admin environments programmatically
      • Changing your domain name
      • Migrate to the new role system
      • Push your new version to production
    • Databases
      • Use a demo SQL database
      • Use a demo MongoDB database
      • Populate a postgreSQL database on Heroku
      • Connect to a read replica database
      • Plug multiple schemas
      • Add new databases
      • Manage SQL views
    • Settings
      • Customize your /forest folder
      • Disable automatic Forest Admin schema update
      • Include/exclude models
      • Display extensive logs
      • Laravel specific settings
    • Releases Support
    • Other documentations
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On this page
  • Upgrade to v6
  • Upgrading to v6
  • Breaking changes
  • Important Notice

Was this helpful?

  1. Extra help
  2. Upgrade
  3. Upgrade notes (Rails)

Upgrade to v6

The purpose of this note is to help developers to upgrade their agent from v5 to v6. Please read carefully and integrate the following breaking changes to ensure a smooth update.​

PreviousUpgrade to v7NextUpgrade to v5

Last updated 1 year ago

Was this helpful?

Please be sure of your agent type and version and pick the right documentation accordingly.

This is the documentation of the forest-express-sequelize and forest-express-mongoose Node.js agents that will soon reach end-of-support.

forest-express-sequelize v9 and forest-express-mongoose v9 are replaced by v1.

Please check your agent type and version and read on or switch to the right documentation.

This is still the latest Ruby on Rails documentation of the forest_liana agent, you’re at the right place, please read on.

This is the documentation of the django-forestadmin Django agent that will soon reach end-of-support.

If you’re using a Django agent, notice that django-forestadmin v1 is replaced by v1.

If you’re using a Flask agent, go to the v1 documentation.

Please check your agent type and version and read on or switch to the right documentation.

This is the documentation of the forestadmin/laravel-forestadmin Laravel agent that will soon reach end-of-support.

If you’re using a Laravel agent, notice that forestadmin/laravel-forestadmin v1 is replaced by v3.

If you’re using a Symfony agent, go to the v1 documentation.

Please check your agent type and version and read on or switch to the right documentation.

Upgrade to v6

Please be aware that while Forest Admin make every effort to ensure that our platform updates are broadly compatible and offer detailed instructions for upgrading, Forest Admin cannot guarantee that custom code developed by the developers will always be compatible with new versions of our software. This includes any custom modifications or extensions to core functionalities, such as method overrides or custom integrations. It is the responsibility of the developers to review and test their custom code to ensure compatibility with each new version. Our team provides comprehensive upgrade guides to assist in this process, but these cannot encompass the unique customizations that may be present in each customer's environment. Therefore, Forest Admin strongly recommend establishing a thorough testing protocol for your specific customizations to safeguard against potential issues during the upgrade process.

Please follow the recommended procedure to upgrade your agent version by following .

Upgrading to v6

Before upgrading to v5, consider the below breaking changes.

As for any dependency upgrade, it's very important to test this upgrade in your testing environments. Not doing so could result in your admin panel being unusable.

To upgrade to v6, update the version in your Gemfile, then run the following and update your project as shown in the Breaking Changes section below.:

bundle install

In case of a regression introduced in Production after the upgrade, a rollback to your previous agent version 5 is the fastest way to restore your admin panel.

Breaking changes

Easier authentication

The agent version introduces an improved authentication mechanism. The following changes are required:

New environment variable

In your secrets.yml file, set a forest_application_url variable: it must contain your Rails app URL for that environment. Then add the following:

config/initializers/forest_liana.rb
ForestLiana.application_url = Rails.application.secrets.forest_application_url

New CORS condition

Add null_regex = Regexp.new(/\Anull\z/) as a variable and use it in your cors configuration. When using rack cors, it should look like this:

    null_regex = Regexp.new(/\Anull\z/)

    config.middleware.insert_before 0, Rack::Cors do
      allow do
        hostnames = [null_regex, 'localhost:4200', 'app.forestadmin.com', 'localhost:3001']
        hostnames += ENV['CORS_ORIGINS'].split(',') if ENV['CORS_ORIGINS']

        origins hostnames
        resource '*',
          headers: :any,
          methods: :any,
          expose: ['Content-Disposition'],
          credentials: true
      end
    end

Enable caching

You need to enable caching on your environment to be able to authenticate to Forest Admin. You can do it by running the following command:

rails dev:cache

You can either enable caching or setup a static clientId as shown in the next step.

Setup a static clientId

This is required if you're running multiple instances of your agent (with a load balancer for exemple) or if you don't want to enable caching on your environment.

First, you will need to obtain a Client ID for your environment by running the following command:

curl -H "Content-Type: application/json" \
     -H "Authorization: Bearer FOREST_ENV_SECRET" \
     -X POST \
     -d '{"token_endpoint_auth_method": "none", "redirect_uris": ["APPLICATION_URL/forest/authentication/callback"]}' \
     https://api.forestadmin.com/oidc/reg

Then assign the client_id value from the response (it's a JWT) to a forest_client_id variable in your secret.yml file.

Lastly, add the following:

config/initializers/forest_liana.rb
ForestLiana.forest_client_id = Rails.application.secrets.forest_client_id

Important Notice

Changelogs

This release note covers only the major changes. To learn more, please refer to the changelogs in our different repositories:

@forestadmin/agent
forestadmin-agent-django
forestadmin-agent-flask
forestadmin/laravel-forestadmin
forestadmin/symfony-forestadmin
this note
Rails changelog