Installation > Installing the WebFOCUS Client > Upgrading Content From Release 8.1.x or 8.0.x to Release 8.2 Version 03

Upgrading Content From Release 8.1.x or 8.0.x to Release 8.2 Version 03

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How to:

The following procedure describes how to upgrade content and applications from WebFOCUS Release 8.1.x or 8.0.x to WebFOCUS Release 8.2 Version 03.

Procedure: How to Upgrade Content From Release 8.1.x or 8.0.x to Release 8.2 Version 03

  1. Important: Make a backup of your database repository, following your corporate best practices.
  2. Ensure the collation of the database, including all tables and columns, is case sensitive.
  3. Ensure the database is running.
  4. Perform a new full installation of WebFOCUS Release 8.2 Version 03.

    Note: During the installation, you will point to the existing 8.1.x or 8.0.x database repository that you plan to use with WebFOCUS Release 8.2 Version 03.

  5. During the installation of WebFOCUS Release 8.2 Version 03, specify the type of database repository, as well as the database repository information for the earlier database repository that you are using. Specifically, in the Select Components to install dialog box, under Configure pre-existing Database, select the type of database repository that you are using, such as Microsoft SQL Server or Oracle, as shown in the following image. In addition, ensure the Create WebFOCUS Repository option is not selected.
  6. In the Database Configuration dialog box, type the database repository name, connection, and configuration information. An example of this information is shown in the following image.

    Note: The credentials you provide need privileges to create and edit database tables.

    Once completed, the new installation of WebFOCUS Release 8.2 Version 03 is available in the drive:\ibi\WebFOCUS82 directory.

  7. Stop your application server, for example, Apache Tomcat.
  8. Ensure that your database repository, for example Microsoft SQL Server, where your WebFOCUS 8.0.x or 8.1.x database repository is stored, is running.
  9. Important: Rename the drive:\ibi\WebFOCUS82\utilities\lib\versions\8200\IBFSCommands.jar file.
  10. Run the configuration file migration utility, as described in Migrating Configuration Files from Release 8.1 Version 05M to Release 8.2 Version 03.
  11. Run the drive:\ibi\WebFOCUS82\utilities\dbupdate\db_inplace_update utility.

    Note:

    • You will be prompted for database credentials. Ensure the user name provided is allowed to create and edit database tables.
    • Important: You will be prompted for the location of the IBFSCommands.jar file. Point to the IBFSCommands.jar file used in the release in which the WebFOCUS repository was created. For example, if you are using 8.1.x, point to the drive:\ibi\WebFOCUS81\utilities\lib\ folder.

      Note: If you install WebFOCUS Release 8.2 Version 03 on a different machine, that does not have access to the earlier version of WebFOCUS, you must copy the IBFSCommands.jar file from the earlier version of WebFOCUS to the machine with WebFOCUS Release 8.2 Version 03 in location drive:\ibi\WebFOCUS82\utilities\lib\versions\8200\.

    • After the script completes, you should receive an Update process SUCCEEDED message.
  12. If you are updating an 8.0.x database for use with Release 8.2 Version 03, you need to run the following utilities after db_inplace_update:

    drive:\ibi\WebFOCUS82\utilities\bip\portalconversion.bat

    drive:\ibi\WebFOCUS82\utilities\bip\favoritesmigration.bat

  13. After a successful database update, clear the application server cache and then start the application server.
  14. Confirm that the connection to WebFOCUS is functional and that the content is correct.
  15. Run the following utility to load new roles and BI Portal page templates into the WebFOCUS repository:

    drive:\ibi\WebFOCUS82\utilities\WFReposUtil\update_repos.bat

    You will be prompted to provide WebFOCUS administrator credentials.

    This utility imports the following Change Management packages:

    • drive:\ibi\WebFOCUS82\features\bip\managers_group_and_rules.zip
    • drive:\ibi\WebFOCUS82\features\bip\bip_page_templates_Vnn.zip, where nn is the version of the package.
    • drive:\ibi\WebFOCUS82\features\bip\pgx_page_templates_Vnn.zip, where nn is the version of the package.
    • drive:\ibi\WebFOCUS82\features\bip\themes_Vnn.zip, where nn is the version of the package.
    • drive:\ibi\WebFOCUS82\features\roles\roles.zip.

    Logs are created in the drive:\ibi\WebFOCUS82\logs folder under the following names:

    • cm_import_bip_page_templates_<date_time>.log
    • cm_import_managers_group_and_rules_<date_time>.log
    • cm_import_themes_Vnn<date_time>.log
    • cm_import_pgx_page_templates_Vnn<date_time>.log
    • cm_import_roles_<date_time>.log
    • cm_import_managers_group_and_rules_<date_time>.log
  16. Use the Role Update Utility available in the WebFOCUS Administration Console to update repository roles and privileges. The utility enables you to identify differences between roles and privileges available in your existing repository and the new roles and privileges provided with the new installation.

    It is recommended that you replace your repository with new roles and privileges to use new functionality and features.

    The following is an example using a WebFOCUS Release 8.2 Version 01M repository and upgrading to Release 8.2 Version 03. The Run Procedures with Insight and Designer privileges are required to use new functionality, run Insight content, and access WebFOCUS Designer.

    1. Sign in to WebFOCUS as an administrator.
    2. Click the User menu, point to Administration, and then click Administration Console.
    3. In the Configuration panel, click Role Update Utility.

      At the top of the table, you will see a message that identifies new roles and high-level differences between your existing roles.

    4. Examine the differences between the Repository and Packaged roles and privileges and apply the new roles and privileges to enable new functionality and features.
  17. Clear the application server cache.
  18. Restart the application server.
  19. Connect to WebFOCUS and ensure the database is working properly.

Note: If you did not specify the configuration information for your existing database repository during the installation, you must edit the install.cfg file. The install.cfg file is located in the WebFOCUS82\config\ directory. Open the file and provide the necessary path information, host name, port, and database name for the JDBC driver connection string and the credentials for the database repository. The database user password is encrypted once the application server is restarted. Database credentials must allow database table creation and table edits.

Proceed with steps 7 through 18.

Troubleshooting

Review the following section if you encounter issues while performing your upgrade.

Issue 1: The database repository update fails immediately.

Solution: If the database repository update fails, ensure that the database repository is running, and the database owner is allowed to update the database repository. Meaning, the database owner can create and edit tables.

Note: The user ID must have db_owner rights to the repository database.

Issue 2: The application server fails to start.

Solution: Run the db_check_version.bat utility, which is available in the WebFOCUS82\utilities\dbupdate folder, to verify whether the database repository was updated, or needs to be updated.

Issue 3: The application server fails to start or the database repository update fails.

Solution: Use the WebFOCUS web application to review the application server logs and WebFOCUS logs, such as event.log, for errors. These logs are located in the following folders:

  • WebFOCUS logs are created in the WebFOCUS82\logs folder.
  • Log names for the dbupdate and db check utilities are named db_inplace_update_<timestamp>.log and db_check_version_<timestamp>.log.

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