#2 Upgrade Procedure

[J Gunderson]

When upgrading to a new release there are several considerations:

* Are you using the pre-configured Pentaho bundle or your own Pentaho installation?
* Have you changed ETL processes or dashboards/reports?
* Can you run the initial data load again?

If you are using the pre-configured Pentaho bundle and you have not changed ETL processes or dashboards and you can run the initial data load again, then the best approach is to download the new release, make the modifications per documentation and run the initial data load again. Here's a summary:

1. Download ErpBI-x.x.x and ErpBI-Postbooks-Pentaho-x.x.x.
2. Define your database connections to BI Server. - jdbc.properties and context.xml.
3. On Linux and Mac set Tomcat scripts as executable: sudo chmod 755 –R tomcat/*
4. Set your extract date range in FiscalDates.txt.
5. Use your version of cities.txt (if you have a different set of city geographic data).
6. Start Spoon and edit kettle.properties. The path defined in erpi.dir needs to be updated. Also, note the documentation for any new properties.
7. Run SOInitial and you are set to go!

If you want to use your current Pentaho installation or your current pre-configured Pentaho bundle then you can upgrade by copying ErpBI-x.x.x\pentaho-solutions to [path to biserver-ce]\biserver-ce. If you have changed dashboards/reports you will need to merge the folders. You will also need to publish the new OLAP schema to your BI Server (in ErpBI-x.x.x\OLAP\Schema).

If you have changed ETL procedures you will need to merge your changes witht the new versions in ErpBI-x.x.x\ETL.

If you do not want to run the initial data load again you must determine if there have been significant data mart schema changes since your last installation. In future releases, a list if schema changes will be documented to help you determine to need the run the intial data load.