Business Intelligence

Upgrade : Business Intelligence

Business Intelligence

If you are using Business Intelligence, you need to upgrade Orchestra Central, see “Orchestra Central” , before you upgrade Business Intelligence (unless you are running Business Intelligence standalone).

There are a couple of things to consider, before going ahead with a Business Intelligence upgrade:

•

Upgrade directly from Orchestra 5.4 is not supported. You need to upgrade to Orchestra 6.x before upgrading to Orchestra 7.

• If you want to upgrade Business Intelligence on a separate server, see “Orchestra Business Intelligence on a Separate Server” .

•

Please note that the Upgrade wizard will run all necessary scripts etc for you. There is no need to run any scripts manually, unless specifically stated!

After the upgrade, you may need to edit the QMATIC data source in the following way:

a) Select the QMATIC data source and click the cog wheel icon,

, then Edit. Existing parameters of the QMATIC data source will be shown.

b) Click on the plus icon,

, and add the following new parameter:

Name: DynamicSchemaProcessor

Value: mondrian.i18n.LocalizingDynamicSchemaProcessor

Prerequisite:

• Orchestra Central upgrade has been successfully completed.

Business Intelligence Upgrade Wizard

Follow the steps in the Business Intelligence Installation Wizard:

	1. Click Start to start the upgrade.
	2. Select Upgrade.
	3. Make sure that you have closed all open applications (except Orchestra) before proceeding.
	4. Enter the path to where your current Business Intelligence system is installed.
	5. Enter your Orchestra URL, including port, and Business Intelligence URL, including port.
	6. Enter the credentials for user superadmin.
	7. In this Upgrade Summary page, you have the possibility to go back and change your settings before proceeding. Also, you can save the configuration file. 8. When the upgrade has completed successfully, click Finish. If upgrading from Orchestra 6.x, please follow the instructions in “Updates to shiro.ini - Implementing Single Sign Off” .

Updates to shiro.ini - Implementing Single Sign Off

To enable single sign off for Business Intelligence (closing both the Orchestra and the Business Intelligence session at the same time, via the Logout option in the Orchestra top bar), you need to manually update the shiro.ini file on the Orchestra server, located in <orchestra_install_dir>\conf\ in the following ways:

• Add the Business Intelligence logout URL to the orchestratedLogout.logoutUrls section, as in the following example:

#orchestratedLogout.logoutUrls = http://<custom-oauth2-client-server>/custom-oauth2-client/Logout

orchestratedLogout.logoutUrls = https://t167.qmaticcloud.com:8444/businessintelligence/Logout

Note that Logout must be written with a capital L!

Updates to shiro.ini - Adding the Business Intelligence Server IP

• Add the Business Intelligence Server IP to the following section:

/qsystem/rest/security/account/** = oauth2, noSessionCreation, ipFilter[127.0.0.1,0:0:0:0:0:0:0:1]

Example - How to Prevent Faulty Entry:

Update the section above to this:

/qsystem/rest/security/account/** = oauth2, noSessionCreation, ipFilter[127.0.0.1,192.168.22.50,got-antwin-005]

For the changes to take place, a restart of Orchestra is needed.

Business Intelligence Upgrade - Linux

1. Make sure that Business Intelligence is stopped before you proceed.

2. Transfer the QP_BusinessIntelligence_linux64-<version>.tgz file to the server, preferably to a tmp directory. Use for example scp.

3. Change to a user with superuser rights.

4. Stop Business Intelligence:

/etc/init.d/bi stop

5. Switch to qmatic user:

sudo su - qmatic

6. Unpack Business Intelligence tgz file in a tmp directory:

% cd <directory where file is stored>

% tar zxvf QP_BusinessIntelligence_linux64-<version>.tgz

7. When running the installation script, it is recommended to tail the log file, this is done in a separate window:

% cd /<new_version_install_dir>/logs

% tail -f qp_server.log

8. Run the Installation Wizard, install.sh and select the Upgrade option.

For information about the steps of the installation wizard, please see “Business Intelligence Upgrade Wizard” .

% cd /<install_dir>/install.sh

If you are running the Installation Wizard on Linux Server, without a graphical interface, then you must first edit the following values in the install.properties file:

• operation = upgrade

• install.path = <your orchestra install dir>

Then, execute the following command:

% ./install.sh -s

9. Wait until the upgrade has finished.

$ exit

Orchestra Business Intelligence on a Separate Server

If you, in Orchestra 6.x, installed Business Intelligence on a Separate Server and now want to upgrade to Orchestra 7.x, there are a few steps you need to repeat after Orchestra has been upgraded. This is due to the fact that certain files are overwritten, during the upgrade process.

The needed steps are described below:

1. In the file [install dir]/pentaho-solutions/system/security.properties, change central.orchestra.url to the url where Orchestra central is running. This requires restart of the Business Intelligence server to take effect.

2. Change how the Business Intelligence server auth system looks up authorizations for authenticated users. Open the following file in a text editor:

[install dir]/pentaho-solutions/system/applicationContext-pentaho-security-shiro.xml

Find the <bean id="shiroClient"> element and uncomment the bold “name” property by removing the enclosing <!- and -> brackets.

<!- <property name="url" value="${security.central.orchestra.url}" /> ->

</bean>

This change enables authorization lookup to a separate server, in this case the value of the security.central.orchestra.url property defined above in the security.properties file.

If you have performed an Update, with Business Intelligence on a separate server, you will need to manually add the Data Sources for Business Intelligence again. This procedure is described in the Administrator’s Guide, found on Qmatic World.

Orchestra Business Intelligence Standalone

When upgrading Business Intelligence that is run on a separate machine, run the upgrade in silent mode, using the command install.bat -s for Windows, or install.sh -s for Linux.

If upgrading from Orchestra 6.x, after the upgrade, you need to manually stop and disable the Qmatic Platform service, since it is not used.