High-Level Steps to Configure an Upgrade Test Environment

To ensure that your tests accurately reflect the upgrade experience, the upgrade test environment should reflect the production environment as closely as possible.

To Configure a Test Environment

1. Set up the hardware for the environment. MicroStrategy recommends that this hardware duplicate the configuration of the production environment as closely as possible.
2. Install your current version of MicroStrategy in the test environment.
3. Using the Project Duplication Wizard, duplicate the production metadata into the test environment. For instructions on using the Project Duplication Wizard, see the Managing Your Projects chapter of the System Administration Help, or see the Project Duplication Wizard Help.
4. Make sure that your test environment Intelligence Server is connected to your test environment metadata, and not your production metadata.
5. Using the Project Duplication Wizard, duplicate the production metadata into the test environment.

   For instructions on using the Project Duplication Wizard, see the Managing Your Projects chapter of the System Administration Help, or see the Project Duplication Wizard Help.

6. Ensure your test environment Intelligence Server is connected to your test environment metadata.
7. If you do not intend to execute your tests against a production warehouse, duplicate the production warehouse, and ensure that the test environment points to the duplicate warehouse and not the production warehouse.
8. Upgrade the test environment, following the procedures laid out in Performing a Parallel Upgrade on a Windows Deployment
9. Test the upgrade, following the guidelines laid out in Validating the Upgrade.