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Upgrd
1.
Upgrade Guide
Version: 9.0 Document Number: 09320900
2.
Ninth Edition, March
2009, version 9.0 To ensure that you are using the documentation that corresponds to the software you are licensed to use, compare this version number with the software version shown in “About MicroStrategy...” in the Help menu of your software. Document number: 09320900 Copyright © 2009 by MicroStrategy Incorporated. All rights reserved. If you have not executed a written or electronic agreement with MicroStrategy or any authorized MicroStrategy distributor, the following terms apply: This software and documentation are the proprietary and confidential information of MicroStrategy Incorporated and may not be provided to any other person. Copyright © 2001-2009 by MicroStrategy Incorporated. All rights reserved. THIS SOFTWARE AND DOCUMENTATION ARE PROVIDED “AS IS” AND WITHOUT EXPRESS OR LIMITED WARRANTY OF ANY KIND BY EITHER MICROSTRATEGY INCORPORATED OR ANYONE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DISTRIBUTION OF THE SOFTWARE OR DOCUMENTATION, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, GOOD TITLE AND NONINFRINGMENT, QUALITY OR ACCURACY. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE AND DOCUMENTATION IS WITH YOU. SHOULD THE SOFTWARE OR DOCUMENTATION PROVE DEFECTIVE, YOU (AND NOT MICROSTRATEGY, INC. OR ANYONE ELSE WHO HAS BEEN INVOLVED WITH THE CREATION, PRODUCTION, OR DISTRIBUTION OF THE SOFTWARE OR DOCUMENTATION) ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING, REPAIR, OR CORRECTION. SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU. In no event will MicroStrategy, Inc. or any other person involved with the creation, production, or distribution of the Software be liable to you on account of any claim for damage, including any lost profits, lost savings, or other special, incidental, consequential, or exemplary damages, including but not limited to any damages assessed against or paid by you to any third party, arising from the use, inability to use, quality, or performance of such Software and Documentation, even if MicroStrategy, Inc. or any such other person or entity has been advised of the possibility of such damages, or for the claim by any other party. In addition, MicroStrategy, Inc. or any other person involved in the creation, production, or distribution of the Software shall not be liable for any claim by you or any other party for damages arising from the use, inability to use, quality, or performance of such Software and Documentation, based upon principles of contract warranty, negligence, strict liability for the negligence of indemnity or contribution, the failure of any remedy to achieve its essential purpose, or otherwise. The entire liability of MicroStrategy, Inc. and your exclusive remedy shall not exceed, at the option of MicroStrategy, Inc., either a full refund of the price paid, or replacement of the Software. No oral or written information given out expands the liability of MicroStrategy, Inc. beyond that specified in the above limitation of liability. Some states do not allow the limitation or exclusion of liability for incidental or consequential damages, so the above limitation may not apply to you. The information contained in this manual (the Documentation) and the Software are copyrighted and all rights are reserved by MicroStrategy, Inc. MicroStrategy, Inc. reserves the right to make periodic modifications to the Software or the Documentation without obligation to notify any person or entity of such revision. Copying, duplicating, selling, or otherwise distributing any part of the Software or Documentation without prior written consent of an authorized representative of MicroStrategy, Inc. are prohibited. U.S. Government Restricted Rights. It is acknowledged that the Software and Documentation were developed at private expense, that no part is public domain, and that the Software and Documentation are Commercial Computer Software provided with RESTRICTED RIGHTS under Federal Acquisition Regulations and agency supplements to them. Use, duplication, or disclosure by the U.S. Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFAR 252.227-7013 et. seq. or subparagraphs (c)(1) and (2) of the Commercial Computer Software—Restricted Rights at FAR 52.227-19, as applicable. Contractor is MicroStrategy, Inc., 1861 International Drive, McLean, Virginia 22102. Rights are reserved under copyright laws of the United States with respect to unpublished portions of the Software. The following are either trademarks or registered trademarks of MicroStrategy Incorporated in the United States and certain other countries: MicroStrategy, MicroStrategy 6, MicroStrategy 7, MicroStrategy 7i, MicroStrategy 7i Evaluation Edition, MicroStrategy 7i Olap Services, MicroStrategy 8, MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Consumer, MicroStrategy Email Delivery, MicroStrategy BI Author, MicroStrategy BI Modeler, MicroStrategy Evaluation Edition, MicroStrategy Administrator, MicroStrategy Agent, MicroStrategy Architect, MicroStrategy BI Developer Kit, MicroStrategy Broadcast Server, MicroStrategy Broadcaster, MicroStrategy Broadcaster Server, MicroStrategy Business Intelligence Platform, MicroStrategy Consulting, MicroStrategy CRM Applications, MicroStrategy Customer Analyzer, MicroStrategy Desktop, MicroStrategy Desktop Analyst, MicroStrategy Desktop Designer, MicroStrategy eCRM 7, MicroStrategy Education, MicroStrategy eTrainer, MicroStrategy Executive, MicroStrategy Infocenter, MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal Edition, MicroStrategy MDX Adapter, MicroStrategy Narrowcast Server, MicroStrategy Objects, MicroStrategy OLAP Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web, MicroStrategy Web Business Analyzer, MicroStrategy World, Alarm, Alarm.com, Alert.com, Angel, Angel.com, Application Development and Sophisticated Analysis, Best In Business Intelligence, Centralized Application Management, Changing The Way Government Looks At Information, DSSArchitect, DSS Broadcaster, DSS Broadcaster Server, DSS Office, DSSServer, DSS Subscriber, DSS Telecaster, DSSWeb, eBroadcaster, eCaster, eStrategy, eTelecaster, Information Like Water, Insight Is Everything, Intelligence Through Every Phone, Your Telephone Just Got Smarter, Intelligence To Every Decision Maker, Intelligent E-Business, IWAPU, Personal Intelligence Network, Personalized Intelligence Portal, Query Tone, Quickstrike, Rapid Application Development, Strategy.com, Telepath, Telepath Intelligence, Telepath Intelligence (and Design), MicroStrategy Intelligent Cubes, The E-Business Intelligence Platform, The Foundation For Intelligent E-Business, The Integrated Business Intelligence Platform Built For The Enterprise, The Intelligence Company, The Platform For Intelligent E-Business, The Power Of Intelligent eBusiness, The Power Of Intelligent E-Business, The Scalable Business Intelligence Platform Built For The Internet, Industrial-Strength Business Intelligence, Office Intelligence, MicroStrategy Office, MicroStrategy Report Services, MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, MicroStrategy Mobile, MicroStrategy Integrity Manager and MicroStrategy Data Mining Services are all registered trademarks or trademarks of MicroStrategy Incorporated. Patent Information This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,501,832, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,707,889, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,792,086, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,888,929, 6,895,084, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,993, 7,181,417, 7,127,403, 7,174,349, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898, 7,457,397, and 7,486,780. Other patent applications are pending.
3.
Various MicroStrategy products
contain the copyrighted technology of third parties. This product may contain one or more of the following copyrighted technologies: Graph Generation Engine Copyright © 1998-2009. Three D Graphics, Inc. All rights reserved. Actuate® Formula One. Copyright © 1993-2009 Actuate Corporation. All rights reserved. XML parser Copyright © 2003-2009 Microsoft Corporation. All rights reserved. Xalan XSLT processor. Copyright © 1999-2009. The Apache Software Foundation. All rights reserved. Xerces XML parser. Copyright © 1999-2009. The Apache Software Foundation. All rights reserved. FOP XSL formatting objects. Copyright © 2004-2009. The Apache Software Foundation. All rights reserved. Portions of Intelligence Server memory management Copyright 1991-2009 Compuware Corporation. All rights reserved. International Components for Unicode Copyright © 1999-2009 Compaq Computer Corporation Copyright © 1999-2009 Hewlett-Packard Company Copyright © 1999-2009 IBM Corporation Copyright © 1999-2009 Hummingbird Communications Ltd. Copyright © 1999-2009 Silicon Graphics, Inc. Copyright © 1999-2009 Sun Microsystems, Inc. Copyright © 1999-2009 The Open Group All rights reserved. Real Player and RealJukebox are included under license from Real Networks, Inc. Copyright © 1999-2009. All rights reserved.
4.
5.
CONTENTS
Description of Guide .................................................................. ix About this book ...............................................................................x How to find business scenarios and examples .........................x Prerequisites ............................................................................xi Who should use this guide.......................................................xi Resources......................................................................................xi Documentation.........................................................................xi Education .............................................................................. xvii Consulting ............................................................................ xviii International support ............................................................ xviii Technical Support .................................................................. xix Feedback ................................................................................... xxiv 1. Impact of the Upgrade Introduction.................................................................................. 1 and Upgrade Impact of the upgrade.................................................................... 2 Checklist The upgrade process checklist ...................................................... 5 Upgrade best practices.................................................................. 7 Reference materials....................................................................... 8 2. Preparing for the Introduction.................................................................................. 9 Upgrade Reviewing installation prerequisites............................................. 10 Installation prerequisites for Windows ................................... 10 Installation prerequisites on UNIX and Linux ......................... 11 Checking for supported data types .............................................. 12 Backing up the metadata ............................................................. 13 © 2009 MicroStrategy, Inc. v
6.
Contents
Upgrade Guide Metadata compatibility ........................................................... 13 Upgrading Web customizations ................................................... 14 Where to find best practices and upgrade considerations ..... 14 3. Upgrading Introduction................................................................................ 17 MicroStrategy on Upgrading MicroStrategy on Windows ........................................ 18 Windows, UNIX, or Linux Uninstall the previous version of MicroStrategy..................... 19 Install and configure MicroStrategy Intelligence Server and Desktop 9.0 on a test server ........................................... 21 Add new tables to the metadata ............................................ 23 Update the production metadata ........................................... 24 Perform basic stability testing ................................................ 33 Install and configure Intelligence Server 9.0 in the production environment ........................................................................... 34 Install remaining MicroStrategy products in the production environment ........................................................................... 34 Run tests representing day-to-day usage .............................. 38 Upgrading an Enterprise Manager environment .................... 40 Upgrading MicroStrategy on UNIX and Linux.............................. 41 Installing MicroStrategy Universal products on UNIX and Linux................................................................. 42 Adding tables to the metadata on a Unix or Linux machine... 45 Updating the metadata .......................................................... 46 Upgrading in a clustered environment ......................................... 47 Web server clustering ............................................................ 48 4. After the Upgrade Introduction................................................................................ 49 Using License Manager to verify licensing .................................. 50 Using Service Manager to check Intelligence Server .................. 50 Testing product functionality ........................................................ 51 MicroStrategy Intelligence Serverand MicroStrategy Desktop........................................................... 51 MicroStrategy Web ................................................................ 53 MicroStrategy administrative tools ......................................... 54 Checking and assigning privileges .............................................. 55 Updating privileges for Administrators ................................... 56 Updating privileges using the Find and Replace Privileges dialog box .............................................................................. 57 Updating the metadata after the upgrade .................................... 58 Merging pre-existing translations into a single project................. 60 vi © 2009 MicroStrategy, Inc.
7.
Upgrade Guide
Contents Tuning your MicroStrategy system .............................................. 60 Migrating Intelligence Server from Windows to UNIX or Linux .................................................................... 61 Accessing MicroStrategy documentation..................................... 63 Troubleshooting the upgrade....................................................... 63 Index ........................................................................................... 65 © 2009 MicroStrategy, Inc. vii
8.
Contents
Upgrade Guide viii © 2009 MicroStrategy, Inc.
9.
PREFACE
Description of Guide This guide contains information and procedures for migrating to MicroStrategy 9.0. The information covers the upgrade process: preparing a MicroStrategy system for an upgrade, upgrading to MicroStrategy 9.0 from different environments, and performing important post-upgrade tasks. Before upgrading, review Chapter 1, Impact of the Upgrade and Upgrade Checklist for important information related to the specific version upgrade you intend to perform. Specifically, this guide provides the following information: • Chapter 1, Impact of the Upgrade and Upgrade Checklist provides a checklist of the major steps involved in upgrading a MicroStrategy system, upgrade tips, compatibility and interoperability information, and the impact of specific version upgrades. • Chapter 2, Preparing for the Upgrade lists the prerequisites of upgrading to MicroStrategy 9.0 and how to prepare your MicroStrategy system and projects for the upgrade. • Chapter 3, Upgrading MicroStrategy on Windows, UNIX, or Linux walks you through the process of upgrading a MicroStrategy system to MicroStrategy 9.0 in a Windows, UNIX, or Linux environment. © 2009 MicroStrategy, Inc. ix
10.
Preface
Upgrade Guide • Chapter 4, After the Upgrade provides information about the post-upgrade tasks you must perform once the upgrade process is complete. About this book This book is divided into chapters that begin with a brief overview of the chapter’s content. The following sections provide the location of additional examples, list prerequisites for using this book, and describe the user roles the information in this book was designed for. Dates in the MicroStrategy Tutorial project are updated to reflect the current year. The sample documents and images in this guide, as well as the procedures, were created with dates that may no longer be available in the Tutorial project. Replace them with the first year of data in your Tutorial project. How to find business scenarios and examples Within this guide, many of the concepts discussed are accompanied by business scenarios or other descriptive examples. For examples of reporting functionality, see the MicroStrategy Tutorial, which is MicroStrategy’s sample warehouse, metadata, and project. Information about the MicroStrategy Tutorial may be found in the MicroStrategy Basic Reporting Guide. Detailed examples of advanced reporting functionality can be found in the MicroStrategy Advanced Reporting Guide. Business scenarios can be found in the Analytics Modules, which include a set of precreated sample reports, each from a different business area. Sample reports present data for analysis in such business areas as financial reporting, human resources, and customer analysis. x About this book © 2009 MicroStrategy, Inc.
11.
Upgrade Guide
Preface Prerequisites Before using this document, you should be familiar with • The MicroStrategy product suite and architecture, specifically ODBC connectivity and metadata • The basic structure of the MicroStrategy system from which you are upgrading • The installation and configuration information provided in the MicroStrategy Installation and Configuration Guide Who should use this guide This document is designed for system administrators and managers who intend to perform one or more of the following upgrades: • MicroStrategy 7.5.x to MicroStrategy 9.0 • MicroStrategy 8.0.x to MicroStrategy 9.0 • MicroStrategy 8.1.x to MicroStrategy 9.0 Resources Documentation MicroStrategy provides both manuals and online help; these two information sources provide different types of information, as described below. Manuals: MicroStrategy manuals provide • introductory information • concepts • checklists © 2009 MicroStrategy, Inc. Resources xi
12.
Preface
Upgrade Guide • examples • high-level procedures to get started Online help: MicroStrategy online help provides • detailed steps to perform procedures • descriptions of each option on every software screen Manuals The following manuals are available from your MicroStrategy disk or the machine where MicroStrategy was installed. The procedure to access them is below. Adobe Acrobat Reader is required to view these documents. If you do not have Acrobat Reader installed on your computer, you can download it from www.adobe.com/products/acrobat/readstep2 _allversions.html. The best place for all users to begin is with the MicroStrategy Basic Reporting Guide. MicroStrategy Overview • Introduction to MicroStrategy: Evaluation Guide Instructions for installing, configuring, and using the MicroStrategy Evaluation Edition of the software. • MicroStrategy Quick Start Guide Overview of the installation and evaluation process, and additional resources. Manuals for Query, Reporting, and Analysis • MicroStrategy Installation and Configuration Guide Information to install and configure MicroStrategy products on Windows, UNIX, Linux, and HP platforms, as well as basic maintenance guidelines. xii Resources © 2009 MicroStrategy, Inc.
13.
Upgrade Guide
Preface • MicroStrategy Upgrade Guide Instructions to upgrade existing MicroStrategy products. • MicroStrategy Project Design Guide Information to create and modify MicroStrategy projects, and understand facts, attributes, hierarchies, transformations, advanced schemas, and project optimization. • MicroStrategy Basic Reporting Guide Instructions to get started with MicroStrategy Desktop and MicroStrategy Web, and how to analyze data in a report. Includes the basics for creating reports, metrics, filters, and prompts. • MicroStrategy Advanced Reporting Guide Instructions for advanced topics in the MicroStrategy system, building on information in the Basic Reporting Guide. Topics include reports, Freeform SQL reports, Query Builder reports, OLAP Cube reports, filters, metrics, Data Mining Services, custom groups, consolidations, and prompts. • MicroStrategy Report Services Document Creation Guide Instructions to design and create Report Services documents, building on information in the Basic Reporting Guide and Advanced Reporting Guide. • MicroStrategy OLAP Services Guide Information on MicroStrategy OLAP Services, which is an extension of MicroStrategy Intelligence Server. OLAP Services features include Intelligent Cubes, derived metrics, derived elements, dynamic aggregation, view filters, and dynamic sourcing. • MicroStrategy Office User Guide Instructions for using MicroStrategy Office to work with MicroStrategy reports and documents in Microsoft® Excel, PowerPoint, Word, and Outlook, to analyze, format, and distribute business data. © 2009 MicroStrategy, Inc. Resources xiii
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Upgrade Guide • MicroStrategy Mobile User Guide Instructions for using MicroStrategy Mobile to view and analyze data, and perform other business tasks with MicroStrategy reports and documents on a mobile device. Covers installation and configuration of MicroStrategy Mobile and how a designer working in MicroStrategy Desktop or MicroStrategy Web can create effective reports and documents for use with MicroStrategy Mobile. • MicroStrategy System Administration Guide Concepts and high-level steps to implement, deploy, maintain, tune, and troubleshoot a MicroStrategy business intelligence system. • MicroStrategy Functions Reference Function syntax and formula components; instructions to use functions in metrics, filters, attribute forms; examples of functions in business scenarios. • MicroStrategy MDX Cube Reporting Guide Information to integrate MicroStrategy with OLAP cube sources. You can integrate data from OLAP cube sources such as SAP BI, Microsoft Analysis Services, and Hyperion Essbase into your MicroStrategy projects and applications. • MicroStrategy Web Services Administration Guide Concepts and tasks to install, configure, tune, and troubleshoot MicroStrategy Web Services. Manuals for Analytics Modules • Analytics Modules Installation and Porting Guide • Customer Analysis Module Reference • Sales Force Analysis Module Reference • Financial Reporting Analysis Module Reference • Sales and Distribution Analysis Module Reference • Human Resources Analysis Module Reference xiv Resources © 2009 MicroStrategy, Inc.
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Preface Manuals for Information Delivery and Alerting Products • MicroStrategy Narrowcast Server Getting Started Guide Instructions to work with the tutorial to learn Narrowcast Server interfaces and features. • MicroStrategy Narrowcast Server Installation and Configuration Guide Information to install and configure Narrowcast Server. • MicroStrategy Narrowcast Server Application Designer Guide Fundamentals of designing Narrowcast Server applications. • MicroStrategy Narrowcast Server System Administrator Guide Concepts and high-level steps to implement, maintain, tune, and troubleshoot Narrowcast Server. • MicroStrategy Narrowcast Server Upgrade Guide Instructions to upgrade an existing Narrowcast Server. Software Development Kits • MicroStrategy Developer Library (MSDL) Information to understand the MicroStrategy SDK, including details about architecture, object models, customization scenarios, code samples, and so on. • MicroStrategy Web SDK The Web SDK is available in the MicroStrategy Developer Library, which is sold as part of the MicroStrategy SDK. • Narrowcast Server SDK Guide Instructions to customize Narrowcast Server functionality, integrate Narrowcast Server with other systems, and embed Narrowcast Server functionality © 2009 MicroStrategy, Inc. Resources xv
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Upgrade Guide within other applications. Documents the Narrowcast Server Delivery Engine and Subscription Portal APIs, and the Narrowcast Server SPI. To access installed online documentation 1 From the Windows Start menu, choose Programs, MicroStrategy, then Product Manuals. A Web page opens with a list of available manuals in PDF format. 2 Click the link for the desired manual. 3 The Narrowcast Server SDK Guide must be downloaded. When you select this guide, the File Download dialog box opens. Select Open this file from its current location, and click OK. If bookmarks are not visible on the left side of an Acrobat (PDF) document, from the View menu click Bookmarks and Page. These steps may vary slightly depending on your version of Adobe Acrobat Reader. Online help MicroStrategy provides several ways to access online help: • Help button: Use the Help button at the bottom of most software screens to see context-sensitive help. • Help menu: Select Contents and Index to see the main table of contents for the help system. • F1 key: Press F1 to see context-sensitive help addressing the function or task you are currently performing. Documentation standards MicroStrategy online help and PDF manuals (available both online and in printed format) use standards to help you identify certain types of content. The following table lists these standards. xvi Resources © 2009 MicroStrategy, Inc.
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Preface These standards may differ depending on the language of this manual; some languages have rules that supersede the table below. Type Indicates bold • button names, check boxes, dialog boxes, options, lists, and menus that are the focus of actions or part of a list of such GUI elements and their definitions • text to be entered by the user Example: Click Select Warehouse. Example: Type cmdmgr -f scriptfile.scp and press ENTER. italic • new terms defined within the text and in the glossary • names of other product manuals • when part of a command syntax, indicates variable information to be replaced by the user Example: The aggregation level is the level of calculation for the metric. Example: Type copy c:filename d:foldernamefilename Courier • calculations font • code samples • registry keys • path and file names • URLs • messages displayed in the screen Example: Sum(revenue)/number of months. UPPERCASE • keyboard command key (such as ENTER) • shortcut key (such as CTRL+V) Example: To bold the selected text, press CTRL+B. + A keyboard command that calls for the use of more than one key (for example, SHIFT+F1) A note icon indicates helpful information for specific situations. A warning icon alerts you to important information such as potential security risks; these should be read before continuing. Education MicroStrategy Education Services provides a comprehensive curriculum and highly skilled education consultants. Many customers and partners from over 800 different organizations have benefited from MicroStrategy instruction. For a detailed description of education offerings and course curriculums, visit www.microstrategy.com/Education. © 2009 MicroStrategy, Inc. Resources xvii
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Upgrade Guide Consulting MicroStrategy Consulting Services provides proven methods for delivering leading-edge technology solutions. Offerings include complex security architecture designs, performance and tuning, project and testing strategies and recommendations, strategic planning, and more. For a detailed description of consulting offerings, visit www.microstrategy.com/Consulting. International support MicroStrategy supports several locales. Support for a locale typically includes native database and operating system support, support for date formats, numeric formats, currency symbols etc. and availability of translated interfaces and documentation. The level of support is defined in terms of the components of a MicroStrategy Business Intelligence environment. A MicroStrategy Business Intelligence environment consists of the following components, collectively known as a configuration: • warehouse, metadata, and statistics databases • MicroStrategy Intelligence Server • MicroStrategy Web Server • MicroStrategy Desktop client • Web browser MicroStrategy is certified in homogeneous configurations (where all the components lie in the same locale) in the following languages—English (US), French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Spanish, Chinese (Simplified), Chinese (Traditional), Danish, and Swedish. For information on the exact languages, see the Readme file. MicroStrategy also provides limited support for heterogeneous configurations (where some of the components may lie in different locales). Please contact MicroStrategy Technical Support for more details. xviii Resources © 2009 MicroStrategy, Inc.
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Preface A translated user interface is available in each of the above languages. In addition, translated versions of the online help files and product documentation are available in several of the above languages. Technical Support If you have questions about a specific MicroStrategy product, you should: 1 Consult the product guides, Help, and readme files. Locations to access each are described above. 2 Consult the MicroStrategy Knowledge Base online at http://www.microstrategy.com/support/ k_base/index.asp A technical administrator in your organization may be able to help you resolve your issues immediately. 3 If the resources listed in the steps above do not provide a solution, contact MicroStrategy Technical Support directly. To ensure the most effective and productive relationship with MicroStrategy Technical Support, review the Policies and Procedures document posted at http://www.microstrategy.com/ Support/Policies. Refer to the terms of your purchase agreement to determine the type of support available to you. MicroStrategy Technical Support can be contacted by your company’s Support Liaison. A Support Liaison is a person whom your company has designated as a point-of-contact with MicroStrategy’s support personnel. All customer inquiries and case communications must come through these named individuals. Your company may designate two employees to serve as their Support Liaisons, and can request to change their Support Liaisons two times per year with prior written notice to MicroStrategy Technical Support. It is recommended that you designate Support Liaisons who have MicroStrategy Administrator privileges. This can eliminate security conflicts and improve case resolution time. © 2009 MicroStrategy, Inc. Resources xix
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Upgrade Guide When troubleshooting and researching issues, MicroStrategy Technical Support personnel may make recommendations that require administrative privileges within MicroStrategy, or that assume that the designated Support Liaison has a security level that permits them to fully manipulate the MicroStrategy projects and has access to potentially sensitive project data such as security filter definitions. Ensure issues are resolved quickly Before logging a case with MicroStrategy Technical Support, the Support Liaison may follow the steps below to ensure that issues are resolved quickly: 1 Verify that the issue is with MicroStrategy software and not a third party software. 2 Verify that the system is using a currently supported version of MicroStrategy software by checking the Product Support Expiration Schedule at http://www.microstrategy.com/Support/ Expiration.asp. 3 Attempt to reproduce the issue and determine whether it occurs consistently. 4 Minimize the complexity of the system or project object definition to isolate the cause. 5 Determine whether the issue occurs on a local machine or on multiple machines in the customer environment. 6 Discuss the issue with other users by posting a question about the issue on the MicroStrategy Customer Forum at https://forums.microstrategy.com. The following table shows where, when, and how to contact MicroStrategy Technical Support. If your Support Liaison is unable to reach MicroStrategy Technical Support by phone during the hours of operation, they can leave a voicemail message, send email or fax, or log a case using the Online Support Interface. The individual Technical Support Centers are closed on certain public holidays. xx Resources © 2009 MicroStrategy, Inc.
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Preface North America E-mail: support@microstrategy.com Web: https://support.microstrategy.com Fax: (703) 842–8709 Phone: (703) 848–8700 Hours: 9:00 A.M.–7:00 P.M. Eastern Time, Monday–Friday except holidays EMEA: E-mail: eurosupp@microstrategy.com Europe Web: https://support.microstrategy.com The Middle East Fax: +44 (0) 208 711 2525 The European Technical Support Centre is closed on national public holidays in each country. Africa Phone: • Belgium: + 32 2792 0436 • France: +33 17 099 4737 • Germany: +49 22 16501 0609 • Ireland: +353 1436 0916 • Italy: +39 023626 9668 • Poland: +48 22 321 8680 • Scandinavia & Finland: +46 8505 20421 • Spain: +34 91788 9852 • The Netherlands: +31 20 794 8425 • UK: +44 (0) 208 396 0085 • International distributors: +44 (0) 208 396 0080 Hours: • United Kingdom: 9:00 A.M.–6:00 P.M. GMT, Monday-Friday except holidays • EMEA (except UK): 9:00 A.M.–6:00 P.M. CET, Monday-Friday except holidays Asia Pacific E-mail: apsupport@microstrategy.com Web: https://support.microstrategy.com Phone: • Korea: +82 2 560 6565 Fax: +82 2 560 6555 • Japan: +81 3 3511 6720 Fax: +81 3 3511 6740 • Asia Pacific (except Japan and Korea): +65 6303 8969 Fax: +65 6303 8999 Hours: • Japan and Korea: 9:00 A.M.–6:00 P.M. JST (Tokyo), Monday-Friday except holidays • Asia Pacific (except Japan and Korea): 8 A.M.-6 P.M. (Singapore) Monday-Friday except holidays Latin America E-mail: latamsupport@microstrategy.com Web: https://support.microstrategy.com Phone: • LATAM (except Brazil & Argentina): +54 11 5222 9360 Fax: +54 11 5222 9355 • Argentina: 0 800 444 MSTR Fax: +54 11 5222 9355 • Brazil: +55 11 3054 1010 Fax: +55 11 3044 4088 Hours: 9:00 A.M.–7:00 P.M. BST (São Paulo), Monday–Friday except holidays Support Liaisons should contact the Technical Support Center from which they obtained their MicroStrategy software licenses or the Technical Support Center to which they have been designated. © 2009 MicroStrategy, Inc. Resources xxi
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Upgrade Guide Required information when calling When contacting MicroStrategy Technical Support, please provide the following information: • Personal information: Name (first and last) Company and customer site (if different from company) Contact information (phone and fax numbers, e-mail addresses) • Case details: Configuration information, including MicroStrategy software product(s) and versions Full description of the case including symptoms, error messages(s), and steps taken to troubleshoot the case thus far • Business/system impact If this is the Support Liaison’s first call, they should also be prepared to provide the following: • Street address • Phone number • Fax number • Email address To help the Technical Support representative resolve the problem promptly and effectively, be prepared to provide the following additional information: • Case number: Please keep a record of the number assigned to each case logged with MicroStrategy Technical Support, and be ready to provide it when inquiring about an existing case • Software version and product registration numbers of the MicroStrategy software products you are using • Case description: xxii Resources © 2009 MicroStrategy, Inc.
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Preface What causes the condition to occur? Does the condition occur sporadically or each time a certain action is performed? Does the condition occur on all machines or just on one? When did the condition first occur? What events took place immediately prior to the first occurrence of the condition (for example, a major database load, a database move, or a software upgrade)? If there was an error message, what was its exact wording? What steps have you taken to isolate and resolve the issue? What were the results? • System configuration (the information needed depends on the nature of the problem; not all items listed below may be necessary): computer hardware specifications (processor speed, RAM, disk space, and so on) network protocol used ODBC driver manufacturer and version database gateway software version (for MicroStrategy Web-related problems) browser manufacturer and version (for MicroStrategy Web-related problems) Web server manufacturer and version If the issue requires additional investigation or testing, the Support Liaison and the MicroStrategy Technical Support representative should agree on certain action items to be performed. The Support Liaison should perform any agreed-upon actions before contacting MicroStrategy Technical Support again regarding the issue. If the Technical Support representative is responsible for an action item, the Support Liaison may call MicroStrategy Technical Support at any time to inquire about the status of the issue. © 2009 MicroStrategy, Inc. Resources xxiii
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Upgrade Guide Feedback Send any comments or suggestions about user documentation for MicroStrategy products to: documentationfeedback@microstrategy.com Send suggestions for product enhancements to: support@microstrategy.com When you provide feedback to us, include the name and version of the products you are currently using. Your feedback is important to us as we prepare for future releases. xxiv Feedback © 2009 MicroStrategy, Inc.
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IMPACT OF THE UPGRADE AND UPGRADE CHECKLIST Introduction This chapter provides a checklist for the upgrade process and provides a list of possible impacts of the upgrade, as well as best practices for upgrading to guide you as you upgrade MicroStrategy. It is strongly recommended that you carefully review and follow the upgrade procedure outlined in this chapter. This chapter has the following sections: • Impact of the upgrade, page 2 • The upgrade process checklist, page 5 • Upgrade best practices, page 7 • Reference materials, page 8 © 2009 MicroStrategy, Inc. 1
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Impact of the Upgrade and Upgrade Checklist Upgrade Guide Impact of the upgrade MicroStrategy 9.0 features significant new products and major architectural extensions to the MicroStrategy Business Intelligence Platform. Therefore, MicroStrategy 9.0 is not interoperable with pre-9.0 releases. In addition, all pre-9.0 MicroStrategy products must be uninstalled prior to upgrading to MicroStrategy 9.0. For more information about the upgrade process, see The upgrade process checklist, page 5. MicroStrategy 9.0’s expanded features have the following impact on the MicroStrategy • After installing MicroStrategy 9.0, you have a grace period of 30 calendar days to activate your installation. If you do not complete the activation before the grace period expires, your MicroStrategy product stops functioning until you activate it. For more information about MicroStrategy activation, see the MicroStrategy Installation and Configuration Guide and installation online help. For information about License Manager, see the License Manager online help. • MicroStrategy Integrity Manager is an automated report comparison tool available with MicroStrategy 9.0, which can aid in upgrading your MicroStrategy environment. Report SQL, report data, and graphs can be executed and compared to help customers verify the upgraded environment. For more information about Integrity Manager, the Managing your Projects chapter in the MicroStrategy System Administration Guide. • SQL generation is more optimized in MicroStrategy 9.0 than in pre-9.0 versions of MicroStrategy. SQL optimization is controlled by the SQL Global Optimization VLDB property, and determines the level by which SQL queries in reports are improved by combining certain SQL passes and eliminating unnecessary temporary tables. Because of this change in the SQL generated by reports, MicroStrategy Integrity Manager returns “Not Matched” results for some reports and documents after the metadata update. The reports and documents still return the same results after the upgrade, but the SQL that is generated is different. For more information about SQL 2 Impact of the upgrade © 2009 MicroStrategy, Inc.
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Impact of the Upgrade and Upgrade Checklist 1 Global Optimization, see the SQL Generation and Data Processing: VLDB Properties appendix in the MicroStrategy System Administration Guide. • When a project created in a prior release is opened using MicroStrategy Desktop 9.0, you are prompted to update the metadata to the new version. • Web customizations can be migrated following best practices for previous MicroStrategy releases (see Upgrading Web customizations, page 14). • MicroStrategy 9.0 introduces a number of enhancements for MDX cube reporting. These new enhancements, along with other information regarding MDX cubes, are discussed in detail in the new MDX Cube Reporting Guide. • All of the MicroStrategy widgets that were previously only available on the widgets download website are now included with the MicroStrategy software. • Support for multi-lingual environments has been greatly expanded, allowing a single project to support multiple languages. For more information, see the Creating a Multi-Lingual Environment chapter of the System Administration Guide. • The MicroStrategy Cache Administration Utility is not installed or supported in MicroStrategy 9.0 and later versions. MicroStrategy recommends the use of MicroStrategy Command Manager and the MicroStrategy Software Developers Kit (SDK) to perform the functionality previously available with this utility. For more information regarding Command Manager, see the MicroStrategy System Administration Guide. For more information about the MicroStrategy SDK, refer to the MicroStrategy Developer Library. Using the MicroStrategy Cache Administration Utility if you use pre-9.0 MicroStrategy client products with 9.0 or later MicroStrategy server products is not supported. © 2009 MicroStrategy, Inc. Impact of the upgrade 3
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Impact of the Upgrade and Upgrade Checklist Upgrade Guide • MicroStrategy Control Center is not installed or supported in MicroStrategy 9.0 or later versions. The tools previously contained within MicroStrategy Control Center are still included in MicroStrategy 9.0, and can be found in the following locations: Service Manager: From the Windows Start menu, point to Programs, then MicroStrategy, then Tools, then choose Service Manager. DB Query Tool (formerly ODBC Test Tool): From the Windows Start menu, point to Programs, then MicroStrategy, then Tools, then choose DB Query Tool. License Manager: From the Windows Start menu, point to Programs, then MicroStrategy, then choose License Manager. Diagnostics and Performance Logging tool: In MicroStrategy Desktop, from the Tools menu, select Diagnostics. If the Diagnostics menu option does not appear on the Tools menu, it has not yet been enabled. To enable this option, from the Tools menu, select Desktop Preferences. In the Desktop category, in the Advanced Preferences subcategory, select the Show Diagnostics Menu Option check box and click OK. Configuration Wizard: From the Windows Start menu, point to Programs, then MicroStrategy, then choose Configuration Wizard. • The MicroStrategy Command Manager command CREATE SCHEDULERELATION has been removed from MicroStrategy 9.0. MicroStrategy Distribution Services, a new component for MicroStrategy 9.0, allows users to create subscriptions that serve the same purpose as the CREATE SCHEDULERELATION command. The command DELETE SCHEDULERELATION still functions as it did in pre-9.0 versions of MicroStrategy. • MicroStrategy Distribution Services now manages all MicroStrategy subscriptions for History List, Mobile, and cache updates. Existing subscriptions and their supporting objects can easily be migrated to Distribution 4 Impact of the upgrade © 2009 MicroStrategy, Inc.
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Impact of the Upgrade and Upgrade Checklist 1 services if they were created on the pre-9.0 Narrowcast Server. For more information about migrating your subscriptions, see Migrate web delivery subscriptions from MicroStrategy Narrowcast Server to MicroStrategy Distribution Services, page 38. • MicroStrategy Portlets are now included with MicroStrategy 9.0. Portlets allow you to integrate MicroStrategy content and functionality into your portal using one of the out-of-the-box MicroStrategy portlets, currently available for BEA WebLogic, IBM WebSphere, Microsoft SharePoint, or SAP Enterprise Portal. MicroStrategy portlets can embed folders, reports, documents, user History Lists, and a search page into the portals through easy-to-configure screens. • A variety of new privileges have been introduced in MicroStrategy 9.0. In some cases, single privileges in pre-9.0 now require multiple privileges in 9.0. To ensure that your users are granted the correct privileges, MicroStrategy 9.0 has added Find and Replace privileges functionality. For more information, see the MicroStrategy Desktop OLH. The upgrade process checklist The upgrade process described in the rest of this guide involves the following high-level steps. To help ensure a successful upgrade, follow these steps in the order they are presented in this guide. 1 Prepare MicroStrategy system and projects for upgrade Preparing a MicroStrategy system for an upgrade involves reviewing information specific to your version upgrade, pre-upgrade information and prerequisites, checking for supported warehouse data types, backing up the production metadata, understanding how to successfully migrate your customizations, and uninstalling existing MicroStrategy applications. This is covered in this chapter and Chapter 2, Preparing for the Upgrade. © 2009 MicroStrategy, Inc. The upgrade process checklist 5
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Impact of the Upgrade and Upgrade Checklist Upgrade Guide 2 Install and configure Intelligence Server and Desktop 9.0 on a test server In this step, you install and configure MicroStrategy Intelligence Server 9.0 and MicroStrategy Desktop 9.0 on a test server and then establish a connection to your production metadata. This is covered in Install and configure MicroStrategy Intelligence Server and Desktop 9.0 on a test server, page 21 in Chapter 3, Upgrading MicroStrategy on Windows, UNIX, or Linux. 3 Update the production metadata In this step, you update the metadata version of your production projects using the test server environment. This is covered in Update the production metadata, page 24 in Chapter 3, Upgrading MicroStrategy on Windows, UNIX, or Linux. 4 Perform basic stability testing In this step, you perform basic testing to ensure the stability and efficiency of Intelligence Server and your updated projects. This is covered in Perform basic stability testing, page 33 in Chapter 3, Upgrading MicroStrategy on Windows, UNIX, or Linux. 5 Install and configure Intelligence Server 9.0 in the production environment Once you are satisfied with the status of the Intelligence Server and updated projects in your test environment, you install Intelligence Server in the production environment. This is covered in Install and configure Intelligence Server 9.0 in the production environment, page 34 in Chapter 3, Upgrading MicroStrategy on Windows, UNIX, or Linux. 6 Install remaining MicroStrategy products in the production environment 6 The upgrade process checklist © 2009 MicroStrategy, Inc.
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Impact of the Upgrade and Upgrade Checklist 1 With Intelligence Server 9.0 installed in your production environment, you now install and configure the remaining MicroStrategy 9.0 products in your production environment. This is covered in Install remaining MicroStrategy products in the production environment, page 34 in Chapter 3, Upgrading MicroStrategy on Windows, UNIX, or Linux. 7 Run tests simulating day-to-day system usage Before implementing your newly configured MicroStrategy 9.0 system, you perform system tests that simulate the kind of day-to-day usage you require. These tests can involve running reports and documents, checking report caches, and monitoring the status of Intelligence Server. This is covered in Run tests representing day-to-day usage, page 38 in Chapter 3, Upgrading MicroStrategy on Windows, UNIX, or Linux. 8 Perform post-upgrade tasks After upgrading to MicroStrategy 9.0, you perform several post-upgrade tasks such as checking system licensing and functionality, managing user privileges, and optimizing your MicroStrategy system. This is covered in Chapter 4, After the Upgrade. Upgrade best practices Review the following recommendations to help ensure the success and stability of your MicroStrategy system and projects after an upgrade to MicroStrategy 9.0. • Follow the upgrade order and recommendations outlined in this guide. • Always upgrade MicroStrategy Intelligence Server prior to upgrading client applications such as MicroStrategy Desktop and MicroStrategy Web. • Do not downgrade products or components on a machine if you have already installed MicroStrategy Desktop 9.0. © 2009 MicroStrategy, Inc. Upgrade best practices 7
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Impact of the Upgrade and Upgrade Checklist Upgrade Guide • Do not install MicroStrategy 9.0 products on a machine on which pre-9.0 MicroStrategy products reside. If you upgrade a MicroStrategy product on a machine you must upgrade all MicroStrategy products to the same version. • Avoid installing MicroStrategy products using services such as Windows Terminal Services, which create a virtual session on the host machine. Always install MicroStrategy directly on the server machine’s physical interface, or by using a remote connection tool (such as Microsoft Netmeeting or Virtual Private Network) that takes full control of the server machine’s interface. Reference materials Some detailed information about installing and configuring MicroStrategy products is beyond the scope of this guide and can be found in the MicroStrategy Installation and Configuration Guide. The MicroStrategy Installation and Configuration Guide provides detailed procedures on installing and configuring MicroStrategy 9.0. It also includes important information about installing, deploying, and configuring MicroStrategy 9.0 Universal products. Refer to the MicroStrategy Installation and Configuration Guide if you require additional information about installing and configuring MicroStrategy 9.0. 8 Reference materials © 2009 MicroStrategy, Inc.
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PREPARING FOR THE UPGRADE Introduction Taking the time to prepare a MicroStrategy system for an upgrade to MicroStrategy 9.0 helps ensure both the success of the upgrade and the safe migration of your MicroStrategy projects. This chapter provides information about important upgrade prerequisites and the necessary steps you must take before upgrading to MicroStrategy 9.0. • Reviewing installation prerequisites, page 10 • Checking for supported data types, page 12 • Backing up the metadata, page 13 • Upgrading Web customizations, page 14 © 2009 MicroStrategy, Inc. 9
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Preparing for the Upgrade Upgrade Guide Depending on the type of upgrade you are performing, upgrading to MicroStrategy 9.0 can have a significant effect on your current Web customizations. The MicroStrategy SDK is a valuable resource that provides information about customizations and how to upgrade these customizations in your MicroStrategy environment. If you do not currently own a MicroStrategy SDK license, contact your Account Executive. Reviewing installation prerequisites The following sections provide information about installation prerequisites for different platforms. Installation prerequisites for Windows Before installing MicroStrategy on a Windows platform, review the corresponding system prerequisites outlined in the Planning Your Installation chapter of the MicroStrategy Installation and Configuration Guide. Database and driver requirements Refer to Certified and Supported Configurations in the MicroStrategy General Information Readme for updated information about specific database and driver combinations certified by MicroStrategy. System sizing guidelines There are several factors to consider when you initially set up your MicroStrategy system. These factors include the number of users that will access the system, report complexity, and whether or not you should employ caches. You should periodically re-evaluate your system and update it based on actual system performance and use. 10 Reviewing installation prerequisites © 2009 MicroStrategy, Inc.
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Preparing for the Upgrade 2 A complete discussion of system sizing guidelines is beyond the scope of this guide. Refer to the Planning Your Installation chapter of the MicroStrategy Installation and Configuration Guide for more complete details about sizing your system. Privileges and access Before upgrading, ensure you have the following: • MicroStrategy Intelligence Server installation files. You can access the installation files from a disk or from a network location. • Windows login account with administrative privileges for the domain or target machine. • Write permissions in the installation directory; otherwise the installation/upgrade process fails. • License key from MicroStrategy. Before you begin upgrading any MicroStrategy systems, contact MicroStrategy to obtain a new license key for the version of software you are installing. Installation prerequisites on UNIX and Linux Before installing MicroStrategy Intelligence Server Universal, MicroStrategy Web Universal, or MicroStrategy SDK on a UNIX or Linux platform, review the corresponding system prerequisites outlined in the Planning Your Installation chapter of the MicroStrategy Installation and Configuration Guide. Database and driver requirements Refer to Certified and Supported Configurations of the MicroStrategy General Information Readme for information about specific database and driver combinations certified by MicroStrategy. © 2009 MicroStrategy, Inc. Reviewing installation prerequisites 11
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Preparing for the Upgrade Upgrade Guide Privileges and access Before you upgrade, ensure you have the following: • MicroStrategy Intelligence Server installation files. You can access the installation files from a disk or from a network location. • Write permissions in the installation directory; otherwise the installation/upgrade process fails. You need root access permissions for installation if you have purchased the CPU-based MicroStrategy license. • Installation location for MicroStrategy Intelligence Server. • License key from MicroStrategy. Before you begin upgrading any MicroStrategy systems, contact MicroStrategy to obtain a new license key for the version of software you are installing. Checking for supported data types MicroStrategy 9.0 supports a wide variety of data types for each supported warehouse database. However, some pre-9.0 projects may contain data types not supported in MicroStrategy 9.0. If a project containing columns with unsupported data types is upgraded, the data types for those columns are assigned as “reserved,” and proper data types are not assigned in temporary tables. This affects report execution. Before proceeding with the upgrade, you must ensure that all data types assigned in the pre-9.0 project are supported in MicroStrategy 9.0. See the MicroStrategy Project Design Guide for a listing of the supported data types for each database type and additional information about changing to supported data types. 12 Checking for supported data types © 2009 MicroStrategy, Inc.
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Preparing for the Upgrade 2 Backing up the metadata Although the MicroStrategy installation process itself does not affect your project’s metadata, it is recommended that you back up your metadata before any significant installation or upgrade. In most major MicroStrategy upgrades, a metadata update is required for all the pre-existing projects in your metadata. Once you update your metadata project, you cannot revert that metadata to a previous version. Therefore, it is strongly recommended that you perform a full database backup of your original metadata. It is also strongly recommended that you tape backup, image, or ghost the production server before upgrading. If you want to keep an old MicroStrategy Tutorial metadata repository and warehouse from a previous MicroStrategy version, rename the Microsoft Access files or move them to another location; otherwise, they are overwritten during the installation process. The Access files are installed by default in the MicroStrategyTutorial Reporting folder. Metadata compatibility The following applies to upgrading and downgrading metadata and provides information about which metadata versions are supported in MicroStrategy Desktop 9.0. Updating metadata projects You can use MicroStrategy Desktop 9.0 to update any metadata project created in a pre-9.0 version of MicroStrategy to the latest version. Although updating projects through an Intelligence Server connection (3-tier) is supported, it is recommended you upgrade your project using a direct ODBC connection (2-tier connection). Upgrading your project in a 2-tier environment ensures that the metadata update is not interrupted by any issues that may arise in a 3-tier environment. © 2009 MicroStrategy, Inc. Backing up the metadata 13
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Preparing for the Upgrade Upgrade Guide However, if MicroStrategy Desktop is connected to an Intelligence Server running on a UNIX or Linux platform, you must perform the metadata update in 3-tier mode. If you do not upgrade the metadata to the 9.0 version, certain 9.0 features will not work as expected. For example, if MicroStrategy Web 9.0 connects to a pre-9.0 metadata through a 9.0 server, Change Journaling, Distribution Services, and some Report Services enhancements will not be available. Downgrading metadata projects Downgrading a MicroStrategy Desktop project to any pre-9.0 product version is not supported. Once you update the pre-9.0 project, you cannot downgrade to earlier product versions. Therefore, backing up the metadata is an essential step in the upgrade process as it allows you to revert to a backup version of the metadata to obtain pre-update versions of the projects it contains. Upgrading Web customizations The Customization Upgrade Wizard allows to upgrade customizations from an 8.x version of MicroStrategy Web to the current version of MicroStrategy Web. The Customization Upgrade Wizard upgrades your customizations to plug-ins that work with the plug-in architecture (the Plug-in_Architecture.htm file in the default MSDL directory). It is recommended that you review the information and procedures referenced below to best support an upgrade of your MicroStrategy Web customizations. Where to find best practices and upgrade considerations Before using the Web Customization Upgrade Utility to initiate an upgrade to 9.0, you must prepare your new application to be upgraded. The MSDL includes information 14 Upgrading Web customizations © 2009 MicroStrategy, Inc.
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Preparing for the Upgrade 2 which can be helpful when upgrading your MicroStrategy Web customizations (to access the MSDL, see To open the MicroStrategy Developer Library, page 15). The MSDL is provided with the MicroStrategy SDK. To purchase MicroStrategy SDK, contact your account executive for more information. To open the MicroStrategy Developer Library • From Windows: From the Start menu, select Programs, then MicroStrategy, then SDK, and then Developer Library. • From UNIX or Linux: Navigate to SDK/docs and open DeveloperLibrary.htm. Information on MicroStrategy Web customizations is within the Web SDK section of the MSDL. After reviewing this content, you are ready to upgrade your MicroStrategy Web customizations with the Web Customization Upgrade Utility. Refer to the MSDL for more information on using this utility. © 2009 MicroStrategy, Inc. Upgrading Web customizations 15
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Preparing for the Upgrade Upgrade Guide 16 Upgrading Web customizations © 2009 MicroStrategy, Inc.
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UPGRADING MICROSTRATEGY ON WINDOWS, UNIX, OR LINUX Introduction This chapter provides information about the steps you must take to successfully upgrade your MicroStrategy system in a Windows, UNIX, and Linux environment. Follow the prerequisite and pre-upgrade information in Chapter 1, Impact of the Upgrade and Upgrade Checklist and Chapter 2, Preparing for the Upgrade before proceeding in this chapter. This chapter has the following sections: • Upgrading MicroStrategy on Windows, page 18 This section is broken up into the upgrade steps listed below. To help ensure a successful upgrade to 9.0, follow these steps in order. Uninstall the previous version of MicroStrategy Install and configure MicroStrategy Intelligence Server and Desktop 9.0 on a test server © 2009 MicroStrategy, Inc. 17
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Upgrading MicroStrategy on Windows, UNIX, or Linux Upgrade Guide Update the production metadata Perform basic stability testing Install and configure Intelligence Server 9.0 in the production environment Add new tables to the metadata, page 23 Install remaining MicroStrategy products in the production environment Run tests representing day-to-day usage Upgrading an Enterprise Manager environment This step is only necessary if you have a pre-9.0 Enterprise Manager environment you intend to upgrade. • Upgrading MicroStrategy on UNIX and Linux, page 41 • Upgrading in a clustered environment, page 47 Upgrading MicroStrategy on Windows This section provides installation and project update procedures to upgrade MicroStrategy to 9.0 in a Windows environment. While the installation process does not affect your project’s metadata, it is strongly recommended you perform a full database backup of your production metadata in case you later need to restore a copy of your original metadata. Before upgrading to MicroStrategy 9.0, see Backing up the metadata, page 13 in Chapter 2, Preparing for the Upgrade. If you use clustered Intelligence Servers in MicroStrategy, see Upgrading in a clustered environment, page 47 before proceeding with the upgrade. 18 Upgrading MicroStrategy on Windows © 2009 MicroStrategy, Inc.
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Upgrading MicroStrategy on Windows, UNIX, or Linux 3 Uninstall the previous version of MicroStrategy MicroStrategy 9.0 features significant new products and major architectural extensions to the MicroStrategy Business Intelligence Platform. Therefore, MicroStrategy 9.0 is not interoperable with pre-9.0 releases. In addition, all pre-9.0 MicroStrategy products must be uninstalled prior to upgrading to MicroStrategy 9.0. When you begin your upgrade by running the MicroStrategy Installation Wizard (included on the MicroStrategy installation disk, and also available on the MicroStrategy download site), the following dialog box opens: There are two different ways to uninstall the previous MicroStrategy components from your machine. Selecting Yes generates a batch file that is used to remove the files. Selecting No allows you to remove existing files using Add/Remove Programs. To uninstall previous MicroStrategy components using the batch file 1 Start the MicroStrategy Installation Wizard. For details about the MicroStrategy Installation Wizard, see the MicroStrategy Installation and Configuration Guide. © 2009 MicroStrategy, Inc. Upgrading MicroStrategy on Windows 19
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