Upgrading to a newer version of MicroStrategy

When you upgrade to a newer version of MicroStrategy Library, you need to follow certain practices to preserve customizations you have already made in the current version.

• Upgrading rebranding customizations
• Upgrading custom fonts
• Upgrading authentication customizations

In addition, you should always check What's New in the version you are upgrading to. You should check to see whether there are any new ways to customize Library that you can take advantage of and whether any previous customizations are now available out-of-the-box. For example, check to see if any new URL API parameters have been added, or there are any new ways to rebrand your Library application.

Upgrading rebranding customizations

If you have rebranded your Library application using our best practices, your customizations should all be in plug-ins under the plugins folder of your Library installation directory. To apply these customizations to your new version of Library:

1. Before you upgrade, make a backup copy of the plugins folder in your current Library installation.
2. Upgrade your MicroStrategy Library installation.
3. Copy the backup plugins folder to your new Library installation.
4. Test your rebranding customizations in the new version of Library to confirm that they are working properly.

Upgrading custom fonts

If you have used our best practices to add a custom font that is used in Library, your customization is included in a plug-in. To continue using this custom font in Library when you upgrade, you need to do the following:

1. Before you upgrade, make a backup copy of the custom font plug-in in the plugins folder in your current Library installation.
2. Upgrade your MicroStrategy Library installation.
3. Copy the backup copy of the custom font plug-in to the plugins folder of your upgraded Library installation.
4. Copy the backup copy of the custom font plug-in to the plugins folder of the upgraded MicroStrategy products where you want to apply it to a document or dashboard—MicroStrategy Web, Desktop, or Workstation.
5. Test your custom font in the new version of Library to confirm that it is working properly.

Upgrading authentication customizations

If you have customized authentication for your Library application using our best practices, your customizations should all be in files or folders under either WEB-INF/classes/auth/custom or WEB-INF/classes/com/microstrategy/custom/auth in your Library installation directory. To apply these customizations to your new version of Library:

1. Before you upgrade, make a backup copy of both custom folders in your current Library installation.
2. Upgrade your MicroStrategy Library installation.
3. Copy the backup custom folders to your new Library installation.
4. Test your authentication customization in the new version of Library to confirm that it is working properly.