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.

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    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
  	14
  	16
  Oracle	12cR2
  	18c
  	19c
  	21c
  SQL Server	2016
  	2017
  	2019
  	2022

• 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.