> ## Documentation Index > Fetch the complete documentation index at: https://docs.activeviam.com/llms.txt > Use this file to discover all available pages before exploring further. # Migration notes from 5.1 pre-releases export const uiProductName = "Atoti UI"; export const productName = "Atoti FRTB"; export const coreProductName = "Atoti Server"; This page explains the changes since 5.1.0-beta, plus any changes required to migrate from 5.1.0-beta to the stated version of {productName}. ## Changes since 5.1.0-beta ### Added | Issue Key | Details | | -------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | [FRTB-2833](https://activeviam.atlassian.net/browse/FRTB-2833) | Added Underlying field to SASensitivities store. | | [FRTB-2781](https://activeviam.atlassian.net/browse/FRTB-2781) | DirectQuery data nodes are compatible with in-memory data nodes with sign-off enabled. | | [FRTB-2747](https://activeviam.atlassian.net/browse/FRTB-2747) | All REST services are now listed in the versions endpoint. | | [FRTB-2716](https://activeviam.atlassian.net/browse/FRTB-2716) | Added [directQueryDatesToIncludeFilter](../../../dev-direct-query/customization-and-internals/dates-filter-bean) bean to customize which dates to include in your DirectQuery data node. | | [FRTB-2567](https://activeviam.atlassian.net/browse/FRTB-2567) | Improved support for remote content server. | ### Changed | Issue Key | Details | | -------------------------------------------------------------- | ------------------------------------------------------------------------------------------ | | [FRTB-2763](https://activeviam.atlassian.net/browse/FRTB-2763) | Tighten security for default configuration of Spring boot actuator and require admin role. | | [FRTB-2740](https://activeviam.atlassian.net/browse/FRTB-2740) | Moved DirectQuery code out of `preview` package. | | [FRTB-2698](https://activeviam.atlassian.net/browse/FRTB-2698) | Similar to ACR, calculate “Portfolio Risk Charge” independently for IRT and non-IRT desks. | | [FRTB-2575](https://activeviam.atlassian.net/browse/FRTB-2575) | Make SA compatible with summary data. | | [FRTB-1890](https://activeviam.atlassian.net/browse/FRTB-1890) | Update default parameter values to match ISDA unit tests. | ### Removed None ### Fixed | Issue Key | Details | | -------------------------------------------------------------- | -------------------------------------------------------------------------- | | [FRTB-2835](https://activeviam.atlassian.net/browse/FRTB-2835) | For Scenario FX rates, log error and return NaN when missing base FX rate. | | [FRTB-2830](https://activeviam.atlassian.net/browse/FRTB-2830) | Improve performance of ETL. | | [FRTB-2820](https://activeviam.atlassian.net/browse/FRTB-2820) | Improved memory use. | | [FRTB-2734](https://activeviam.atlassian.net/browse/FRTB-2734) | Fixed Exception when invoking drillin REST endpoint. | ### Fixed issues introduced in 5.1.0-beta | Issue Key | Details | | -------------------------------------------------------------- | ------------------------------------------ | | [FRTB-2844](https://activeviam.atlassian.net/browse/FRTB-2844) | Removed unwanted stacktraces at startup. | | [FRTB-2823](https://activeviam.atlassian.net/browse/FRTB-2823) | Fixed websockets issue. | | [FRTB-2813](https://activeviam.atlassian.net/browse/FRTB-2813) | IMA scaling adjustment now scales base PV. | ## Migrate to 5.1.0 Upgrading from version 5.1.0-beta, see [{productName} 5.1 Release Notes](../../release-notes#510). {productName} uses {coreProductName} 6.0.5 and {uiProductName} 5.1.x. For new features and fixes included in these releases, please see the [{uiProductName} documentation](https://docs.activeviam.com/products/atoti/ui/5.1/) and [{uiProductName} Migration Notes](https://docs.activeviam.com/products/atoti/ui/5.1/docs/changelog), and the [release notes for {coreProductName}](https://docs.activeviam.com/products/atoti/server/6.0.5/docs/release/changelog/index.). For clients licensed to use ActiveMonitor, a skeleton module based on version 6.0.5 is included with the {productName} 5.1.0 release. ### Breaking Changes None ### Summary #### DirectQuery * **New AsOfDate Filter Configuration Bean**: The newly added [directQueryDatesToIncludeFilter](../../../dev-direct-query/customization-and-internals/dates-filter-bean) bean allows for custom configuration of which dates to include in your DirectQuery data node. * **Removed "preview" package**: The `preview` package has been removed from the frtb-directquery module. All child packages or classes have been moved to the parent `frtb` package. * **DirectQuery nodes work with in-memory Sign-off enabled nodes**: A DirectQuery data node can now be connected to nodes with Sign-off enabled. The `enable-signoff` spring profile must be active on all nodes (in-memory and DirectQuery). #### Other Changes * **Parameter Adjustments**: Updated parameters to match ISDA requirements in all data sets. * **Actuator Endpoint**: Tightened security in default configuration for Spring boot actuator and now require admin role. ### Configuration files #### Files Modified ##### [frtb.properties](../../../../configuration/startup-properties) New properties: | Property Name | Value | Comment | | ---------------------------------------- | ----- | ---------------------------------------------------------------------------------------------------------------------- | | contentServer.root.user | pivot | The root user of the content server, used by `RemoteContentServiceConfig`. | | contentServer.remote.max-connection-time | PT5M | The max time to wait for Remote Content Service (in seconds or duration string), used by `RemoteContentServiceConfig`. | Deleted properties: | Property Name | Comment | | ----------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | contentServer.context-values.ignore | This property was used for a workaround for performance issues when using a remote content server. The original issue was due to cache for entitlements being set in milliseconds instead of seconds. | ##### [application.yaml](../../../../configuration/startup-properties) New properties: | Property Name | Default Value | Details | | ------------------------------------------------------------------------------------------------------------------------------- | --------------------------- | ----------------------------------------------------------------------------------- | | [`directquery.clustering.enabled`](../../../dev-direct-query/configuration-getting-started/configuration-properties) | `true` | Indicates if clustering by database fields is enabled. | | [`directquery.clustering.clusteringPerTable`](../../../dev-direct-query/configuration-getting-started/configuration-properties) | `SASensitivities: AsOfDate` | Defines the clustering fields per database table. | | [`directquery.database.snowflake.role`](../../../dev-direct-query/configuration-getting-started/configuration-properties) | `null` | The Snowflake user role for Atoti FRTB to use when running queries on the database. | | `management.endpoints.web.exposure.exclude` | `env,beans` | Endpoints to exclude from Spring boot actuator | | `management.endpoint.env.additional-keys-to-sanitize` | `activeviam.jwt.key.*` | Exclude JWT keys from actuator `env` endpoint (if enabled) | Updated properties: | Property Name | New Value | Old Value | Comment | | ------------------------------------------- | --------- | --------- | ----------------------------------------- | | `management.endpoints.web.exposure.include` | `health` | `*` | Only expose `health` endpoint in actuator | ### Datastores #### Modified stores | Modification | Store | Field | Type | Description | | ------------ | ------------------------------------------------------------------------------------ | ---------- | ------ | --------------------------------------------------- | | Added | [SaSensitivities](../../../../datastore/standardisedapproach/sa-sensitivities) | Underlying | String | Added Underlying field, files can remain untouched. | | Modified | [RiskFactorDescription](../../../../datastore/standardisedapproach/risk-factor-desc) | Underlying | String | Made Underlying a key field. | | Added | [SaSensitivities](../../../../datastore/standardisedapproach/sa-sensitivities) | TradeKey | String | Added TradeKey field, files can remain untouched. | | Modified | [TradeMapping](../../../../datastore/global/trademapping) | TradeID | String | TradeID field renamed to TradeKey. | #### Partitioning The partitioning has been modified as per [migration notes](./migrate-5.1). ### Databases #### Modified Tables | Modification | Table | Field(s) | Type | Description | | ------------ | ------------------------------------------------------- | ------------ | ------ | -------------------------------------- | | Added | [SaSensitivities](../../../../database/sasensitivities) | `UNDERLYING` | String | Added Underlying field. | | Added | [SaSensitivities](../../../../database/sasensitivities) | `TRADE_KEY` | String | Added TradeKey field. | | Modified | [TradeMapping](../../../../database/trade_mapping) | `TRADE_KEY` | String | TRADE\_ID field renamed to TRADE\_KEY. | ### Measures #### Added | Cube | Measure | Details | | -------------------- | ------------------------- | ----------------------------------------------------------------------------------------------------- | | StandardisedApproach | [SA](../../../../cube/sa) | The Portfolio Risk Charge measure evaluated independently for the IRT and non-IRT desks, then summed. |