MicroStrategy ONE

Pre-Upgrade Administrative Tasks

Before you begin upgrading any MicroStrategy systems ensure the following actions have been taken.

System Preparation

  • All necessary hardware (if applicable) for your new environment has been procured.
  • All necessary information from all hardware has been collected and is available, including:

    • Fully Qualified Domain Names and IP Addresses

    • Machine credentials

    • Network Firewalls

    • Installation paths that will be used

    • Server type (.NET or J2EE)

  • Review the Readme for your new version of MicroStrategy to ensure that all minimum system requirements are met.
  • If you are planning to upgrade Enterprise Manager, use Command Manager to run an Enterprise Manager data load before you upgrade Intelligence Server or you may lose access to some statistics data. Make sure the Close orphan sessions option is selected.

  • If you are planning to upgrade your SAML infrastructure, see the following topics:

Backup Repositories and Stores

Upgrading to a new feature release or platform release of MicroStrategy will require the metadata to be updated, and additionally may require updating other repositories and stores including:

  • Collaboration Store
  • Platform Analytics Repository
  • Statistics Repository
  • History List Repository

MicroStrategy recommends that administrators back up metadatas, stores, and repositories before they begin the actual production migration for fallback support.

Backup Configuration Files

Automatic Backup During Upgrades

Starting with MicroStrategy 2021 Update 9, a new feature was added to the installer that enables you to automatically backup integral configuration files that previously required manual updates. This feature is the beginning of a series of enhancements. Therefore, users should ensure that any previous backup customizations or changes are merged post-upgrade. If you are using a MicroStrategy version prior to 2021 Update 9 or if you want to manually backup your configuration files, see Manual Backup.

Due to size limitations and possible mounts, no directories (images or plugins and so on) will be backed up

Windows

The backup location for the files in Windows is C:\Program Files (x86)\Common Files\MicroStrategy\Backup.<version>.

Linux

The backup location for the files in Linux is <install_Path>/_uninstall/backup.<version>.

Web, Library, Mobile, Web Services, and Community Connector files are only backed up for IIS and Tomcat if Tomcat is installed using the MicroStrategy Platform installer. This feature will not backup files from application servers that are hosted by customers.

Manual Backup

If you are using a MicroStrategy version prior to 2021 Update 9, you must backup your configuration files manually. If you are using MicroStrategy 2021 Update 9 or later and want to backup your configuration file automatically, see Automatic Backup During Upgrades for more information.

MicroStrategy Web

Backup any changed MicroStrategy Web configuration files:

  • ../WEB-INF/xml/config/mapConfig.xml

  • ../WEB-INF/xml/sys_defaults.properties
  • ../WEB-INF/xml/sys_defaults.xml

    See the Upgrade scenario section of KB485196 to resolve an issue that may occur after restoring sys_defaults.xml.

  • ../WEB-INF/web.xml
  • ../WEB-INF/xml/AdminServers.xml
  • ../WEB-INF/xml/sys_defaults_IntelligenceServerName.properties
  • ../WEB-INF/xml/sys_defaults_IntelligenceServerName$Project.properties
  • ../plugins/
  • ../images/

MicroStrategy Mobile

Backup any changed MicroStrategy Mobile configuration files:

  • /WEB-INF/xml/sys_defaults.properties

  • ../WEB-INF/xml/sys_defaults.xml

    See the Upgrade scenario section of KB485196 to resolve an issue that may occur after restoring sys_defaults.xml.

  • /WEB-INF/web.xml
  • ../WEB-INF/xml/AdminServers.xml
  • ../WEB-INF/xml/sys_defaults_IntelligenceServerName.properties
  • ../ WEB-INF/xml/sys_defaults_IntelligenceServerName$Project.properties

  • ../plugins/

Backup any mobile device configurations or saved any images from the MicroStrategy Photo Uploader widget, manually back them up before proceeding with your upgrade.

  • /WEB-INF/xml/mobile
  • /WEB-INF/SavedImages

If you secure your MicroStrategy Mobile connections through Certificate Server, you must upgrade your Certificate Server to support MicroStrategy ONE Mobile applications.

MicroStrategy Library

Backup any MicroStrategy Library Configuration Files:

  • /webapps/MicroStrategyLibrary/images/
  • /webapps/MicroStrategyLibrary/plugins/
  • /webapps/MicroStrategyLibrary/WEB-INF/classes/auth/
  • /webapps/MicroStrategyLibrary/WEB-INF/classes/config/configOverride.properties
  • Any other customizations including SSL configurations

MicroStrategy Collaboration

Back up the Collaboration Server notification files in the following directory:

 <INSTALL_PATH>\MicroStrategy\Collaboration Server\node_modules\mstr-collab-svc\pluginConfig\dossier

List of files:

  • config.json
  • email-Invite.template
  • email-Mention.template