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Upgrading to QAD BI Portal 3.4 from 3.3.x
Preparation
1
Shut down Tomcat.
2
Back up the BI Portal database.
Note: QAD BI Portal version 3.4 requires WhereScape RED or QAD BI DWD version 6.1 or later.
Upgrade Steps for QAD BI Portal
1
Move TOMCAT_HOME\webapps\your_bi_appname to TOMCAT_HOME\your_bi_appname.save33.
2
Unzip the new data.zip file into TOMCAT_HOME\webapps\your_bi_appname.
3
In TOMCAT_HOME\webapps\your_bi_appname\WEB-INF\config, copy the server-config.xml.default file to server-config.xml. Edit the file and set the connection information as it was set in your server configuration file, TOMCAT_HOME\your_bi_appname.save33\WEB-INF\config\server-config.xml file. Do not simply copy over your old file; there is a new section in the server-config.xml to support different languages that must be present. If you do not want to make all the languages available in the Add/Edit User dialog, you can remove the unnecessary ones from the list. However, at least one language must exist in the localeConfig section of the configuration file.
4
As there were no changes in BI Portal 3.4 to the LoggerConfig.properties file, you may either copy over the default and set up your log path; or just copy your old TOMCAT_HOME\your_bi_appname.save33\WEB- INF\config\LoggerConfig.properties file to TOMCAT_HOME\webapps\your_bi_appname\WEB-INF\config.
5
Copy over from your saved BI 3.3.x webapp directory any folders and documents containing content that you want to continue to access, such as:
m
The documentation directory (if you had installed the Analytical Module documentation that comes with the metadata).
n
The published directory (if you had installed the Excel spreadsheets for accessing cubes that comes with the metadata).
o
Any images in the images directory.
p
If you had customized a logo image for use in reports, copy that to the new TOMCAT_HOME\webapps\your_bi_appname\WEB-INF\classes\images directory.
6
Run the 3.3.x to 3.4 Portal upgrade script in your Portal database. Make sure that there are no errors in the output.
a
In SQL Server Management Studio, choose File -> Open -> File. Navigate to your new TOMCAT_HOME\webapps\your_bi_appname\install\sqlserver directory and choose the v33tov34.sql script.
b
Make sure the BI Portal database is selected as the target database.
c
Click on Execute.
7
Start Tomcat.
Note on Password Encryption in the BI Portal
With this release of BI Portal, you can now encrypt the SQL Server password in both the server-config.xml file (which contains the connection information for the BI Portal database) and in the aw_sys_config table (which contains the connection information for the BI Data Warehouse). The encryption uses the Blowfish algorithm.
A command-line tool to encrypt the password named encpwd.bat is located in TOMCAT_HOME\webapps\your_bi_appname\cmdline. To run this, open a DOS window, change to the cmdline directory, and run:
encpwd.bat mypassword
The encrypted password will be printed on the screen. Copy this value and use it in the server-config.xml file as the value for the pwd. Also make sure that pwdEncrypted=true. (If you change back to using an unencrypted password value, make sure you set pwdEncrypted=false.)
Similarly, if you want to encrypt the password used by the Portal to connect to the Data Warehouse, use the encpwd.bat script to generate the encrypted password, then edit the value for the jdbcPassword in the aw_sys_config table, the DATASERVICE row, and set it to then encrypted value; make sure you add pwdEncrypted=true.
If you change either password, you must stop and restart Tomcat for the change to take effect.
Verification
Connect to your BI Portal. Click on the About link on the login screen and verify that the Version is 3.4 and the Build Number is BI3-TRUNK-JOB1-972.