Version 2021
1. MicroStrategy Backup Preparations
Before you begin the upgrade with MicroStrategy Backup, take care of the following items:
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Intelligence server must run on a supported operating system. See Platform Certifications for more information.
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If you intend to restore an archive onto MicroStrategy Cloud Platform for AWS or MicroStrategy Cloud Platform for Azure:
- Projects must be unlocked.
By default, projects are unlocked. To unlock a project:
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.
- From the folder list, select a project name.
- In the menu bar, click Administration > Locking > Unlock.
- Scheduler must be turned on.
Steps to enable Scheduler:
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.
- Right-click a project source and select Configure MicroStrategy Intelligence Server.
- Under Server Definition, select Advanced.
- 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, or SQL server. See Platform Certifications for a list of supported databases.
- 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.
Once you have the above settings and installations, you can begin installing MicroStrategy Backup.