BI Portal Upgrade Procedure
Preparation
1 Shut down Tomcat.
2 Back up the BI Portal database.
Upgrade Steps for QAD BI Portal
1 Back up your BI 3.8.1 Web application by copying the TOMCAT_HOME\webapps\your_bi_appname directory to TOMCAT_HOME\your_bi_appname.save381.
2 Unzip the new BI 3.9 Portal data.zip file into TOMCAT_HOME\webapps \your_bi_appname, overwriting any existing files with the newer version from the data.zip file. Your configuration files are not overwritten.
3 In SQL Server Management Studio, run the upgrade script against your BI Portal database: TOMCAT_HOME\webapps\your_bi_appname\install\sqlserver\v381tov39.sql
4 Start Tomcat.
Verification
1 Connect to your BI Portal. Click the About link on the login screen and verify that the Version is 3.9.
Note: If necessary, clear the user’s browser cache before reconnecting to the BI Portal to ensure that they are running the latest version of the application. Go to the Portal URL in the browser and click Refresh to make sure that the latest version of the application is loaded.
Update Portal Model
1 Log in to the Portal as an Administrator.
2 Go to the Administration menu and choose Model Administration. Click Rebuild Model.
3 After the model has been rebuilt, if you have any custom data models, open each model and save it to ensure that it picks up changes in the Master model.
Update Portal Documentation and Standard Objects
1 Update the metadata documentation:
a Delete the existing TOMCAT_HOME\webapps\your_bi_appname\documentation \suite directory.
b Unzip the latest qadbi-documentation.zip, on the BI 3.9 Modules CD, into your TOMCAT_HOME\webapps\your_bi_appname\documentation directory.
2 To install the latest BI Portal standard objects, copy the files from the BI 3.9 Modules CD into your TOMCAT_HOME\webapps\your_bi_appname\export directory:
• portal\common\qad_common_dashboards.zip
• For each additional module you have installed, copy the portal\<module>\qad_<module>_reports.zip and qad_<module>_dashboards.zip files
3 In the BI Portal, log in as an Administrator.
4 Go to the Administration|Data Migration screen.
5 Click the Import tab.
6 Select the Update existing records check box.
7 Select the File on Server radio button.
8 Enter qad_common_dashboards.zip file name in the field and click Import.
9 Repeat for any other module reports and dashboards zip files that are required.
Order Management - Scheduled Orders
Scheduled orders are now included the Order Management fact tables. By default, scheduled orders are included in custom BI Portal queries. If you want to exclude scheduled orders, modify the queries to filter on the scheduled order flag or the order type.
If you have custom BI Portal objects that query the Order History file and you do not want to include scheduled orders in your BI Portal dashboards or reports, enable the scheduled_order_flag field in the BI Portal and filter out scheduled orders in queries.