1. MicroStrategy Backup Preparations

Before you begin the upgrade with MicroStrategy Backup, take care of the following items:

• Intelligence Server must run on a supported operating system:

  Linux	Windows
  Linux RHEL 7.X+	Windows Server 2012 R2
  SUSE Enterprise Linux 15.x	Windows Server 2016
  CentOS 7.x+	Windows Server 2019
  Amazon Linux 2	Windows Server 2022
  Amazon Linux 2023

• If you intend to restore an archive onto MicroStrategy Cloud Platform for AWS or MicroStrategy Cloud Platform for Azure:

  • Scheduler must be turned on.

    Steps to enable Scheduler:

    1. Open Developer.

       If you are running MicroStrategy Developer on Windows for the first time, run it as an administrator.

       Right‑click the program icon and select Run as Administrator.

       This is necessary in order to properly set the Windows registry keys. For more information, see KB43491.

    2. Right-click a project source and select Configure MicroStrategy Intelligence Server.
    3. Under Server Definition, select Advanced.
    4. Select the Use MicroStrategy Scheduler check box.

  • Windows only: LDAP must be re-configured in the new destination environment.

  • Windows only: wget and tar commands must be installed on the Windows machine.
  • Switching from an Enterprise environment to a Team or Department environment only allows you to choose a maximum of two nodes to back up cubes and caches. Be aware of the differences in RAM usage when moving from a different environment.
  • Ensure you have an S3 bucket or Azure Storage Account (with Standard Performance Type) set up.
  • Remove any metadata password complexity restrictions. For more information regarding password complexity restrictions, see KB34105.

Be aware of the restrictions of MicroStrategy Backup:

• MicroStrategy metadata can be on a MySQL, PostgreSQL, Oracle, and SQL Server.

  The following lists the supported database versions:

  Database	Supported Version
  MySQL	8.0
  	5.7
  PostgreSQL	9.6
  	10
  	11
  	12
  	13
  Oracle	12cR2
  	18c
  	19c
  SQL Server	2016
  	2017
  	2019

• Asymmetric clustering is backed up based on the node you choose and requires your discretion on the configurations.
• Additional flat files will be restored to a single directory. After restoring, you can find those files in the default path: /opt/mstr/mstrbak/additional_files.
• You can only back up a maximum of four nodes in a cluster.

• Restore to MicroStrategy AWS and Azure supports a maximum of four nodes.

• You cannot back up OS configurations, such as timezone and heap size.

• MicroStrategy Backup and Restore unlocks all projects that were previously locked after the restore process.

• Ensure no cube publication occurs during the backup process as this can lead to corrupt cubes.

Once you have the above settings and installations, you can begin installing MicroStrategy Backup.