BI Portal Upgrade Procedure
Preparation
1 Shut down Tomcat.
2 Back up the BI Portal database.
Upgrade Steps for QAD BI Portal
1 Copy the TOMCAT_HOME\webapps\your_bi_appname directory to TOMCAT_HOME\your_bi_appname.save35 so that you have a backup of your BI 3.5 web application.
2 Unzip the new BI 3.6 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 Start Tomcat.
Verification
1 Connect to your BI Portal. Click the About link on the login screen and verify that the Version is 3.6 and the Build Number is BI3-TRUNK-JOB1-1104.
Note: End users may need to clear their browser cache before reconnecting to the BI Portal in order to ensure that they are running the latest version of the application.
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
Update the metadata documentation:
1 Delete the existing TOMCAT_HOME\webapps\your_bi_appname\documentation \suite directory.
2 Unzip the latest qadbi-documentation.zip (found on the BI 3.6 Modules CD) into your TOMCAT_HOME\webapps\your_bi_appname\documentation directory.
To install the latest BI Portal standard objects, copy the files from the BI 3.6 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
Then, in the BI Portal:
1 Log in as an Administrator.
2 Go to the Administration -> Data Migration screen.
3 Click the Import tab.
4 Check the "Update existing records" box.
5 Click the radio button in front of "File on server".
6 Enter in the box the file name qad_common_dashboards.zip and click "Import".
7 Repeat for any other module reports and dashboards zip files that are required.