Persistence

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Persistence
Levels of configuration
Storage for the persistence hierarchy can be configured at multiple levels:
Globally
For each application
The application is referred to with an app name.
For each form definition within an application
The form definition is referred to with a form name.
For each resource type (form definition vs. form data)
The resource type is referred to with an identifier:
form: form definition as XHTML,  with optional associated resources (images, PDF template, and other attachments)
data: form data as XML, with optional associated attachments
This allow you for example to store certain form definition on disk, while storing the associated data, as filled-out by users, in one or more databases.
Persistence layer configuration
Orbeon Forms 4.0 introduces a level of indirection in the persistence layer configuration: you map the parameters app, form, and form definition or data to a provider, and then map that provider to its REST persistence API. This is configured via properties starting with oxf.fr.persistence.provider.
By default, eXist is configured for all apps and forms, including form definitions and form data. This is done by associating the exist provider:
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<property
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    as="xs:string"
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    name="oxf.fr.persistence.provider.*.*.*"
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    value="exist"/>
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In each such provider mapping, there are 3 configurable pieces of information. They represent, in this order:
1.A string to specify the Form Runner application name, like orbeon or acme.
2.A Form Runner form name, like registration or address.
3.Whether the configuration regards form data (data), or the form configuration files (form).
Each of those can be a wildcard (*). Wildcards allow you to setup Orbeon Forms to use different persistence providers for different app, form, and resource type combinations.
The properties are interpreted hierarchically and you may specify the configuration more or less specifically:
Property
Explanation
oxf.fr.persistence.provider.*.*.*
form definitions and form data for all applications
oxf.fr.persistence.provider.*.*.data
form data for all applications
oxf.fr.persistence.provider.*.*.form
form definitions for all applications
oxf.fr.persistence.provider.orbeon.*.form
form definitions for all forms in application "orbeon"
oxf.fr.persistence.provider.orbeon.*.data
form data for all forms in  application "orbeon"
oxf.fr.persistence.provider.orbeon.contact.*
form definitions and data for "orbeon/contact"
oxf.fr.persistence.provider.orbeon.contact.form
form definitions for "orbeon/contact"
oxf.fr.persistence.provider.orbeon.contact.data
form data for "orbeon/contact"
NOTE: This means that you can't name a persistence provider provider.
For example some built-in demo forms as well as Form Builder load their form definitions directly from the Orbeon Forms web application. This is done by using more specific properties (without wildcards):
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<property
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    as="xs:string"
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    name="oxf.fr.persistence.provider.orbeon.builder.form"
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    value="resource"/>
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<property
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    as="xs:string"
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    name="oxf.fr.persistence.provider.orbeon.dmv-14.form"
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    value="resource"/>
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One thing you might notice is that, as far as configuring persistence, you treat Form Builder itself just like another form, with app name orbeon and form name builder.
If you want to change the default provider to Oracle, and since a provider named oracle is predefined, the following configuration will do just that:
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<property
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    as="xs:string"
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    name="oxf.fr.persistence.provider.*.*.*"
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    value="oracle"/>
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Because wildcards are used, this property does not override the configuration for the built-in demo forms as well as Form Builder! This is desirable, because the Form Builder implementation itself is not usually something you want to store somewhere else.
In the case of Oracle, the wildcards also allow you to setup Orbeon Forms to use different schemas for different app, form, and resource type combinations. For instance you could store everything related to an hr app in one Oracle database schema and everything related to another finance app in another Oracle database schema. For more on this, see how to setup the persistence layer for multiple schemas.
Each provider supports standard properties, as follows:
Property
Explanation
​oxf.fr.persistence.[provider].uri​
The location, via HTTP, of the provider implementation.
​oxf.fr.persistence.[provider].active​
Whether the provider is active
​oxf.fr.persistence.[provider].autosave​
Whether autosave is supported.
​oxf.fr.persistence.[provider].permissions​
Whether user/group permissions are supported
​oxf.fr.persistence.[provider].versioning​
Whether versioning is supported
​oxf.fr.persistence.[provider].data-format-version​
The data format version used in the database
​oxf.fr.persistence.[provider].escape-non-ascii-characters​
Whether non-ASCII characters should be escaped
uri property
The uri property specifies the location, via HTTP, of the provider implementation.
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<property
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    as="xs:anyURI"
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    name="oxf.fr.persistence.[provider].uri"
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    value="[URI to reach the provider]"/>
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active property
[SINCE Orbeon Forms 4.4]
The active property specifies whether the provider is active.
This is used as follows (confirmed for Orbeon Forms 4.4 to 4.10):
If active, the Form Runner Home Page queries the persistence implementation to obtain the list of published forms and enable administrative operations.
See issue #2327.
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<property
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    as="xs:boolean"
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    name="oxf.fr.persistence.[provider].active"
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    value="[true|false]"/>
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autosave property
[SINCE Orbeon Forms 4.4]
The autosave property specifies whether autosave is supported.
This is used as follows (confirmed for Orbeon Forms 4.4 to 4.10):
If true, Form Runner enables autosave if the other conditions are met. Otherwise, Form Runner will not attempt to enable autosave.
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<property
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    as="xs:boolean"
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    name="oxf.fr.persistence.[provider].autosave"
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    value="[true|false]"/>
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permissions property
[SINCE Orbeon Forms 4.4]
The permissions property specifies whether user/group permissions are supported.
If true, Form Runner assumes that permissions are supported by the provider implementation.
This is used as follows (confirmed for Orbeon Forms 4.4 to 4.10):
The Summary Page sends a 403 if the user doesn't have access based on role, and the persistence provider is known
not to support permissions.
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<property
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    as="xs:boolean"
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    name="oxf.fr.persistence.[provider].permissions"
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    value="[true|false]"/>
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versioning property
[SINCE Orbeon Forms 4.5]
The versioning property specifies whether versioning is supported.
If true, Form Runner assumes that versioning is supported by the provider implementation.
This is used as follows (confirmed for Orbeon Forms 4.5 to 4.10):
At form publishing time, Form Builder proposes the option to overwrite the existing published form definition, or to create a new version.
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<property
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    as="xs:boolean"
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    name="oxf.fr.persistence.[provider].versioning"
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    value="[true|false]"/>
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See also Limitations.
data-format-version property
[SINCE Orbeon Forms 2017.1]
The data-format-version property specifies which data format version is in the database.
Allowed values:
4.0.0
4.8.0
2019.1.0 [SINCE Orbeon Forms 2019.1]
The values must match exactly.
The default is 4.0.0 for backward compatibility.
This property must be changed very carefully. All form data in the database for a given provider must be in the same format and it is not possible, at this point, to change the value of this property if there is existing data in the database.
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<property
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    as="xs:string"
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    name="oxf.fr.persistence.*.data-format-version"
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    value="4.8.0"/>
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NOTE: Since Orbeon Forms 2017.1, the oxf.fr.detail.new.service.enable property always assumes data in 4.0.0 format even if the property above is set to a different value.
escape-non-ascii-characters property
[SINCE Orbeon Forms 2021.1]
We recommend you set up your database to store text as Unicode, to avoid potential problems when users enter non-ASCII characters, like accents, characters from non-latin languages, or even emojis. In cases when this isn't possible, you can sets the following property to true, to instruct Orbeon Forms to escape all non-ASCII characters in form data before they are sent to the database.
This escaping only applies to form data, and not to indices created based on this data, which means that if you are using the Form Runner summary page, or the search API, and that a field value shown in the summary page or returned by the search API contains a character that your database is unable to store, while your data is still safe, the summary page or the result of the search API might contain an incorrect value.
For instance, say a user enters the character é in a field, and that you have this property enabled, then the form data will contain &#233;, which is the escaped version of é, however, if that field is indexed (because you've enabled Show on Summary page or Show in search in the Control Settings for that field), then the character é will be stored in the index table, which might be a problem if your database encoding cannot accommodate the storage of this character.
Amongst the built-in implementations of the persistence API, this property is supported for all relational databases, but not for eXist.
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<property
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    as="xs:boolean"
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    name="oxf.fr.persistence.*.escape-non-ascii-characters"
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    value="false"/>
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Multiple databases of the same type
Say you have two MySQL databases (or a single MySQL database with different schemas and users configured) and you would like to configure Orbeon Forms to store form definitions and form data to one or the other of the databases. Assume the following JDBC datasources:
mysql_foo
mysql_bar
You associate each datasource with a Form Runner persistence provider with the following properties:
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<property as="xs:anyURI"  name="oxf.fr.persistence.mysql_foo.uri"         value="/fr/service/mysql"/>
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<property as="xs:string"  name="oxf.fr.persistence.mysql_foo.datasource"  value="mysql_foo"/>
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<property as="xs:boolean" name="oxf.fr.persistence.mysql_foo.autosave"    value="true"/>
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<property as="xs:boolean" name="oxf.fr.persistence.mysql_foo.permissions" value="true"/>
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<property as="xs:boolean" name="oxf.fr.persistence.mysql_foo.versioning"  value="true"/>
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<property as="xs:boolean" name="oxf.fr.persistence.mysql_foo.active"      value="true"/>
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​
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<property as="xs:anyURI"  name="oxf.fr.persistence.mysql_bar.uri"         value="/fr/service/mysql"/>
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<property as="xs:string"  name="oxf.fr.persistence.mysql_bar.datasource"  value="mysql_bar"/>
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<property as="xs:boolean" name="oxf.fr.persistence.mysql_bar.autosave"    value="true"/>
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<property as="xs:boolean" name="oxf.fr.persistence.mysql_bar.permissions" value="true"/>
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<property as="xs:boolean" name="oxf.fr.persistence.mysql_bar.versioning"  value="true"/>
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<property as="xs:boolean" name="oxf.fr.persistence.mysql_bar.active"      value="true"/>
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Then if you would like:
form definitions and form data for the Form Runner app foo to go to mysql_foo
form definitions and form data for the Form Runner app bar to go to mysql_bar
Add:
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<property as="xs:string"  name="oxf.fr.persistence.provider.foo.*.*"      value="mysql_foo"/>
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<property as="xs:string"  name="oxf.fr.persistence.provider.bar.*.*"      value="mysql_bar"/>
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Configuration properties for specific persistence providers
Each provider may have specific configuration properties. For the latest settings, see properties-form-runner.xml.
See also
​Form Runner persistence API​