Upgrd

Upgrade Guide

Version: 9.0
Document Number: 09320900

Ninth Edition, March 2009, version 9.0
To ensure that you are using the documentation that corresponds to the software you are licensed to use, compare this version number
with the software version shown in “About MicroStrategy...” in the Help menu of your software.

Document number: 09320900

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This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050,
6,263,051, 6,269,393, 6,279,033, 6,501,832, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316,
6,697,808, 6,704,723, 6,707,889, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,792,086, 6,798,867, 6,801,910, 6,820,073, 6,829,334,
6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,888,929, 6,895,084, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512,
7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,993, 7,181,417, 7,127,403, 7,174,349, 7,194,457, 7,197,461, 7,228,303, 7,260,577,
7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898, 7,457,397, and
7,486,780. Other patent applications are pending.

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Actuate® Formula One. Copyright © 1993-2009 Actuate Corporation. All rights reserved.
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CONTENTS

Description of Guide .................................................................. ix
About this book ...............................................................................x
How to find business scenarios and examples .........................x
Prerequisites ............................................................................xi
Who should use this guide.......................................................xi
Resources......................................................................................xi
Documentation.........................................................................xi
Education .............................................................................. xvii
Consulting ............................................................................ xviii
International support ............................................................ xviii
Technical Support .................................................................. xix
Feedback ................................................................................... xxiv

1. Impact of the Upgrade Introduction.................................................................................. 1
and Upgrade
Impact of the upgrade.................................................................... 2
Checklist
The upgrade process checklist ...................................................... 5
Upgrade best practices.................................................................. 7
Reference materials....................................................................... 8

2. Preparing for the Introduction.................................................................................. 9
Upgrade
Reviewing installation prerequisites............................................. 10
Installation prerequisites for Windows ................................... 10
Installation prerequisites on UNIX and Linux ......................... 11
Checking for supported data types .............................................. 12
Backing up the metadata ............................................................. 13

© 2009 MicroStrategy, Inc. v

Contents Upgrade Guide

Metadata compatibility ........................................................... 13
Upgrading Web customizations ................................................... 14
Where to find best practices and upgrade considerations ..... 14

3. Upgrading Introduction................................................................................ 17
MicroStrategy on
Upgrading MicroStrategy on Windows ........................................ 18
Windows, UNIX, or
Linux Uninstall the previous version of MicroStrategy..................... 19
Install and configure MicroStrategy Intelligence Server
and Desktop 9.0 on a test server ........................................... 21
Add new tables to the metadata ............................................ 23
Update the production metadata ........................................... 24
Perform basic stability testing ................................................ 33
Install and configure Intelligence Server 9.0 in the production
environment ........................................................................... 34
Install remaining MicroStrategy products in the production
environment ........................................................................... 34
Run tests representing day-to-day usage .............................. 38
Upgrading an Enterprise Manager environment .................... 40
Upgrading MicroStrategy on UNIX and Linux.............................. 41
Installing MicroStrategy Universal products
on UNIX and Linux................................................................. 42
Adding tables to the metadata on a Unix or Linux machine... 45
Updating the metadata .......................................................... 46
Upgrading in a clustered environment ......................................... 47
Web server clustering ............................................................ 48

4. After the Upgrade Introduction................................................................................ 49
Using License Manager to verify licensing .................................. 50
Using Service Manager to check Intelligence Server .................. 50
Testing product functionality ........................................................ 51
MicroStrategy Intelligence Serverand
MicroStrategy Desktop........................................................... 51
MicroStrategy Web ................................................................ 53
MicroStrategy administrative tools ......................................... 54
Checking and assigning privileges .............................................. 55
Updating privileges for Administrators ................................... 56
Updating privileges using the Find and Replace Privileges
dialog box .............................................................................. 57
Updating the metadata after the upgrade .................................... 58
Merging pre-existing translations into a single project................. 60

vi © 2009 MicroStrategy, Inc.

Upgrade Guide Contents

Tuning your MicroStrategy system .............................................. 60
Migrating Intelligence Server from Windows
to UNIX or Linux .................................................................... 61
Accessing MicroStrategy documentation..................................... 63
Troubleshooting the upgrade....................................................... 63

Index ........................................................................................... 65

© 2009 MicroStrategy, Inc. vii

Contents Upgrade Guide

viii © 2009 MicroStrategy, Inc.

PREFACE

Description of Guide

This guide contains information and procedures for
migrating to MicroStrategy 9.0.

The information covers the upgrade process: preparing a
MicroStrategy system for an upgrade, upgrading to
MicroStrategy 9.0 from different environments, and
performing important post-upgrade tasks.

Before upgrading, review Chapter 1, Impact of the Upgrade
and Upgrade Checklist for important information related to
the specific version upgrade you intend to perform.

Specifically, this guide provides the following information:

• Chapter 1, Impact of the Upgrade and Upgrade Checklist
provides a checklist of the major steps involved in
upgrading a MicroStrategy system, upgrade tips,
compatibility and interoperability information, and the
impact of specific version upgrades.

• Chapter 2, Preparing for the Upgrade lists the
prerequisites of upgrading to MicroStrategy 9.0 and how
to prepare your MicroStrategy system and projects for the
upgrade.

• Chapter 3, Upgrading MicroStrategy on Windows,
UNIX, or Linux walks you through the process of
upgrading a MicroStrategy system to MicroStrategy 9.0 in
a Windows, UNIX, or Linux environment.

© 2009 MicroStrategy, Inc. ix

Preface Upgrade Guide

• Chapter 4, After the Upgrade provides information about
the post-upgrade tasks you must perform once the
upgrade process is complete.

About this book
This book is divided into chapters that begin with a brief
overview of the chapter’s content.

The following sections provide the location of additional
examples, list prerequisites for using this book, and describe
the user roles the information in this book was designed for.

Dates in the MicroStrategy Tutorial project are
updated to reflect the current year. The sample
documents and images in this guide, as well as the
procedures, were created with dates that may no
longer be available in the Tutorial project. Replace
them with the first year of data in your Tutorial
project.

How to find business scenarios and examples
Within this guide, many of the concepts discussed are
accompanied by business scenarios or other descriptive
examples.

For examples of reporting functionality, see the
MicroStrategy Tutorial, which is MicroStrategy’s sample
warehouse, metadata, and project. Information about the
MicroStrategy Tutorial may be found in the MicroStrategy
Basic Reporting Guide.

Detailed examples of advanced reporting functionality can be
found in the MicroStrategy Advanced Reporting Guide.

Business scenarios can be found in the Analytics Modules,
which include a set of precreated sample reports, each from a
different business area. Sample reports present data for
analysis in such business areas as financial reporting, human
resources, and customer analysis.

x About this book © 2009 MicroStrategy, Inc.

Upgrade Guide Preface

Prerequisites
Before using this document, you should be familiar with

• The MicroStrategy product suite and architecture,
specifically ODBC connectivity and metadata

• The basic structure of the MicroStrategy system from
which you are upgrading

• The installation and configuration information provided
in the MicroStrategy Installation and Configuration
Guide

Who should use this guide
This document is designed for system administrators and
managers who intend to perform one or more of the following
upgrades:

• MicroStrategy 7.5.x to MicroStrategy 9.0



Resources

Documentation
MicroStrategy provides both manuals and online help; these
two information sources provide different types of
information, as described below.

Manuals: MicroStrategy manuals provide
• introductory information

• concepts

• checklists

© 2009 MicroStrategy, Inc. Resources xi


• examples

• high-level procedures to get started

Online help: MicroStrategy online help provides

• detailed steps to perform procedures

• descriptions of each option on every software screen

Manuals

The following manuals are available from your MicroStrategy
disk or the machine where MicroStrategy was installed. The
procedure to access them is below.

Adobe Acrobat Reader is required to view these
documents. If you do not have Acrobat Reader
installed on your computer, you can download it from
www.adobe.com/products/acrobat/readstep2
_allversions.html.

The best place for all users to begin is with the MicroStrategy
Basic Reporting Guide.

MicroStrategy Overview
• Introduction to MicroStrategy: Evaluation Guide

Instructions for installing, configuring, and using the
MicroStrategy Evaluation Edition of the software.
• MicroStrategy Quick Start Guide

Overview of the installation and evaluation process, and
additional resources.

Manuals for Query, Reporting, and Analysis
• MicroStrategy Installation and Configuration Guide
Information to install and configure MicroStrategy
products on Windows, UNIX, Linux, and HP platforms, as
well as basic maintenance guidelines.

xii Resources © 2009 MicroStrategy, Inc.


• MicroStrategy Upgrade Guide

Instructions to upgrade existing MicroStrategy products.

• MicroStrategy Project Design Guide

Information to create and modify MicroStrategy projects,
and understand facts, attributes, hierarchies,
transformations, advanced schemas, and project
optimization.

• MicroStrategy Basic Reporting Guide

Instructions to get started with MicroStrategy Desktop
and MicroStrategy Web, and how to analyze data in a
report. Includes the basics for creating reports, metrics,
filters, and prompts.

• MicroStrategy Advanced Reporting Guide

Instructions for advanced topics in the MicroStrategy
system, building on information in the Basic Reporting
Guide. Topics include reports, Freeform SQL reports,
Query Builder reports, OLAP Cube reports, filters,
metrics, Data Mining Services, custom groups,
consolidations, and prompts.

• MicroStrategy Report Services Document Creation
Guide

Instructions to design and create Report Services
documents, building on information in the Basic
Reporting Guide and Advanced Reporting Guide.
• MicroStrategy OLAP Services Guide

Information on MicroStrategy OLAP Services, which is an
extension of MicroStrategy Intelligence Server. OLAP
Services features include Intelligent Cubes, derived
metrics, derived elements, dynamic aggregation, view
filters, and dynamic sourcing.
• MicroStrategy Office User Guide

Instructions for using MicroStrategy Office to work with
MicroStrategy reports and documents in Microsoft®
Excel, PowerPoint, Word, and Outlook, to analyze,
format, and distribute business data.

© 2009 MicroStrategy, Inc. Resources xiii


• MicroStrategy Mobile User Guide

Instructions for using MicroStrategy Mobile to view and
analyze data, and perform other business tasks with
MicroStrategy reports and documents on a mobile device.
Covers installation and configuration of MicroStrategy
Mobile and how a designer working in MicroStrategy
Desktop or MicroStrategy Web can create effective
reports and documents for use with MicroStrategy
Mobile.

• MicroStrategy System Administration Guide

Concepts and high-level steps to implement, deploy,
maintain, tune, and troubleshoot a MicroStrategy
business intelligence system.

• MicroStrategy Functions Reference

Function syntax and formula components; instructions to
use functions in metrics, filters, attribute forms; examples
of functions in business scenarios.

• MicroStrategy MDX Cube Reporting Guide

Information to integrate MicroStrategy with OLAP cube
sources. You can integrate data from OLAP cube sources
such as SAP BI, Microsoft Analysis Services, and
Hyperion Essbase into your MicroStrategy projects and
applications.

• MicroStrategy Web Services Administration Guide
Concepts and tasks to install, configure, tune, and
troubleshoot MicroStrategy Web Services.

Manuals for Analytics Modules
• Analytics Modules Installation and Porting Guide

• Customer Analysis Module Reference

• Sales Force Analysis Module Reference

• Financial Reporting Analysis Module Reference

• Sales and Distribution Analysis Module Reference

• Human Resources Analysis Module Reference

xiv Resources © 2009 MicroStrategy, Inc.


Manuals for Information Delivery and Alerting Products
• MicroStrategy Narrowcast Server Getting Started Guide

Instructions to work with the tutorial to learn Narrowcast
Server interfaces and features.

• MicroStrategy Narrowcast Server Installation and
Configuration Guide

Information to install and configure Narrowcast Server.

• MicroStrategy Narrowcast Server Application Designer
Guide

Fundamentals of designing Narrowcast Server
applications.

• MicroStrategy Narrowcast Server System
Administrator Guide

Concepts and high-level steps to implement, maintain,
tune, and troubleshoot Narrowcast Server.

• MicroStrategy Narrowcast Server Upgrade Guide

Instructions to upgrade an existing Narrowcast Server.

Software Development Kits
• MicroStrategy Developer Library (MSDL)
Information to understand the MicroStrategy SDK,
including details about architecture, object models,
customization scenarios, code samples, and so on.

• MicroStrategy Web SDK

The Web SDK is available in the MicroStrategy
Developer Library, which is sold as part of the
MicroStrategy SDK.
• Narrowcast Server SDK Guide

Instructions to customize Narrowcast Server
functionality, integrate Narrowcast Server with other
systems, and embed Narrowcast Server functionality

© 2009 MicroStrategy, Inc. Resources xv


within other applications. Documents the Narrowcast
Server Delivery Engine and Subscription Portal APIs, and
the Narrowcast Server SPI.

To access installed online documentation

1 From the Windows Start menu, choose Programs,
MicroStrategy, then Product Manuals. A Web page
opens with a list of available manuals in PDF format.

2 Click the link for the desired manual.

3 The Narrowcast Server SDK Guide must be downloaded.
When you select this guide, the File Download dialog box
opens. Select Open this file from its current location,
and click OK.

If bookmarks are not visible on the left side of an
Acrobat (PDF) document, from the View menu click
Bookmarks and Page. These steps may vary slightly
depending on your version of Adobe Acrobat Reader.

Online help

MicroStrategy provides several ways to access online help:

• Help button: Use the Help button at the bottom of most
software screens to see context-sensitive help.
• Help menu: Select Contents and Index to see the main
table of contents for the help system.

• F1 key: Press F1 to see context-sensitive help addressing
the function or task you are currently performing.

Documentation standards

MicroStrategy online help and PDF manuals (available both
online and in printed format) use standards to help you
identify certain types of content. The following table lists
these standards.

xvi Resources © 2009 MicroStrategy, Inc.


These standards may differ depending on the language of this
manual; some languages have rules that supersede the table
below.

Type Indicates

bold • button names, check boxes, dialog boxes, options, lists, and menus that are the
focus of actions or part of a list of such GUI elements and their definitions
• text to be entered by the user
Example: Click Select
Warehouse.
Example: Type cmdmgr -f scriptfile.scp and press ENTER.

italic • new terms defined within the text and in the glossary
• names of other product manuals
• when part of a command syntax, indicates variable information to be replaced by the
user
Example: The aggregation level is the level of calculation for the metric.
Example: Type copy c:filename d:foldernamefilename
Courier • calculations
font • code samples
• registry keys
• path and file names
• URLs
• messages displayed in the screen
Example:
Sum(revenue)/number of months.
UPPERCASE • keyboard command key (such as ENTER)
• shortcut key (such as CTRL+V)
Example: To bold the selected text, press CTRL+B.

+ A keyboard command that calls for the use of more than one key (for example,
SHIFT+F1)

A note icon indicates helpful information for specific situations.

A warning icon alerts you to important information such as potential security risks; these
should be read before continuing.

Education
MicroStrategy Education Services provides a comprehensive
curriculum and highly skilled education consultants. Many
customers and partners from over 800 different
organizations have benefited from MicroStrategy instruction.
For a detailed description of education offerings and course
curriculums, visit www.microstrategy.com/Education.

© 2009 MicroStrategy, Inc. Resources xvii


Consulting
MicroStrategy Consulting Services provides proven methods
for delivering leading-edge technology solutions. Offerings
include complex security architecture designs, performance
and tuning, project and testing strategies and
recommendations, strategic planning, and more. For a
detailed description of consulting offerings, visit
www.microstrategy.com/Consulting.

International support
MicroStrategy supports several locales. Support for a locale
typically includes native database and operating system
support, support for date formats, numeric formats, currency
symbols etc. and availability of translated interfaces and
documentation. The level of support is defined in terms of the
components of a MicroStrategy Business Intelligence
environment. A MicroStrategy Business Intelligence
environment consists of the following components,
collectively known as a configuration:

• warehouse, metadata, and statistics databases

• MicroStrategy Intelligence Server

• MicroStrategy Web Server

• MicroStrategy Desktop client
• Web browser

MicroStrategy is certified in homogeneous configurations
(where all the components lie in the same locale) in the
following languages—English (US), French, German, Italian,
Japanese, Korean, Portuguese (Brazilian), Spanish, Chinese
(Simplified), Chinese (Traditional), Danish, and Swedish.

For information on the exact languages, see the
Readme file.

MicroStrategy also provides limited support for
heterogeneous configurations (where some of the
components may lie in different locales). Please contact
MicroStrategy Technical Support for more details.

xviii Resources © 2009 MicroStrategy, Inc.


A translated user interface is available in each of the above
languages. In addition, translated versions of the online help
files and product documentation are available in several of
the above languages.

Technical Support
If you have questions about a specific MicroStrategy product,
you should:

1 Consult the product guides, Help, and readme files.
Locations to access each are described above.

2 Consult the MicroStrategy Knowledge Base online at
http://www.microstrategy.com/support/
k_base/index.asp

A technical administrator in your organization may
be able to help you resolve your issues
immediately.

3 If the resources listed in the steps above do not provide a
solution, contact MicroStrategy Technical Support
directly. To ensure the most effective and productive
relationship with MicroStrategy Technical Support,
review the Policies and Procedures document posted at
http://www.microstrategy.com/
Support/Policies. Refer to the terms of your
purchase agreement to determine the type of support
available to you.

MicroStrategy Technical Support can be contacted by your
company’s Support Liaison. A Support Liaison is a person
whom your company has designated as a point-of-contact
with MicroStrategy’s support personnel. All customer
inquiries and case communications must come through these
named individuals. Your company may designate two
employees to serve as their Support Liaisons, and can request
to change their Support Liaisons two times per year with
prior written notice to MicroStrategy Technical Support.

It is recommended that you designate Support Liaisons who
have MicroStrategy Administrator privileges. This can
eliminate security conflicts and improve case resolution time.

© 2009 MicroStrategy, Inc. Resources xix


When troubleshooting and researching issues, MicroStrategy
Technical Support personnel may make recommendations
that require administrative privileges within MicroStrategy,
or that assume that the designated Support Liaison has a
security level that permits them to fully manipulate the
MicroStrategy projects and has access to potentially sensitive
project data such as security filter definitions.

Ensure issues are resolved quickly

Before logging a case with MicroStrategy Technical Support,
the Support Liaison may follow the steps below to ensure that
issues are resolved quickly:

1 Verify that the issue is with MicroStrategy software and
not a third party software.

2 Verify that the system is using a currently supported
version of MicroStrategy software by checking the
Product Support Expiration Schedule at
http://www.microstrategy.com/Support/
Expiration.asp.

3 Attempt to reproduce the issue and determine whether it
occurs consistently.

4 Minimize the complexity of the system or project object
definition to isolate the cause.

5 Determine whether the issue occurs on a local machine or
on multiple machines in the customer environment.

6 Discuss the issue with other users by posting a question
about the issue on the MicroStrategy Customer Forum at
https://forums.microstrategy.com.

The following table shows where, when, and how to contact
MicroStrategy Technical Support. If your Support Liaison is
unable to reach MicroStrategy Technical Support by phone
during the hours of operation, they can leave a voicemail
message, send email or fax, or log a case using the Online
Support Interface. The individual Technical Support Centers
are closed on certain public holidays.

xx Resources © 2009 MicroStrategy, Inc.


North America E-mail: support@microstrategy.com
Web: https://support.microstrategy.com
Fax: (703) 842–8709
Phone: (703) 848–8700
Hours: 9:00 A.M.–7:00 P.M. Eastern Time, Monday–Friday except holidays

EMEA: E-mail: eurosupp@microstrategy.com
Europe Web: https://support.microstrategy.com
The Middle East Fax: +44 (0) 208 711 2525
The European Technical Support Centre is closed on national public holidays in each country.
Africa
Phone:
• Belgium: + 32 2792 0436
• France: +33 17 099 4737
• Germany: +49 22 16501 0609
• Ireland: +353 1436 0916
• Italy: +39 023626 9668
• Poland: +48 22 321 8680
• Scandinavia & Finland: +46 8505 20421
• Spain: +34 91788 9852
• The Netherlands: +31 20 794 8425
• UK: +44 (0) 208 396 0085
• International distributors: +44 (0) 208 396 0080
Hours:
• United Kingdom: 9:00 A.M.–6:00 P.M. GMT, Monday-Friday except holidays
• EMEA (except UK): 9:00 A.M.–6:00 P.M. CET, Monday-Friday except holidays

Asia Pacific E-mail: apsupport@microstrategy.com
Phone:
• Korea: +82 2 560 6565 Fax: +82 2 560 6555
• Japan: +81 3 3511 6720 Fax: +81 3 3511 6740
• Asia Pacific (except Japan and Korea): +65 6303 8969 Fax: +65 6303 8999
Hours:
• Japan and Korea: 9:00 A.M.–6:00 P.M. JST (Tokyo), Monday-Friday except holidays
• Asia Pacific (except Japan and Korea): 8 A.M.-6 P.M. (Singapore) Monday-Friday except
holidays

Latin America E-mail: latamsupport@microstrategy.com
Phone:
• LATAM (except Brazil & Argentina): +54 11 5222 9360 Fax: +54 11 5222 9355
• Argentina: 0 800 444 MSTR Fax: +54 11 5222 9355
• Brazil: +55 11 3054 1010 Fax: +55 11 3044 4088
Hours: 9:00 A.M.–7:00 P.M. BST (São Paulo), Monday–Friday except holidays

Support Liaisons should contact the Technical Support
Center from which they obtained their MicroStrategy
software licenses or the Technical Support Center to which
they have been designated.

© 2009 MicroStrategy, Inc. Resources xxi


Required information when calling

When contacting MicroStrategy Technical Support, please
provide the following information:

• Personal information:

Name (first and last)

Company and customer site (if different from
company)

Contact information (phone and fax numbers, e-mail
addresses)

• Case details:

Configuration information, including MicroStrategy
software product(s) and versions

Full description of the case including symptoms, error
messages(s), and steps taken to troubleshoot the case
thus far

• Business/system impact

If this is the Support Liaison’s first call, they should also be
prepared to provide the following:
• Street address

• Phone number
• Fax number

• Email address

To help the Technical Support representative resolve the
problem promptly and effectively, be prepared to provide the
following additional information:

• Case number: Please keep a record of the number
assigned to each case logged with MicroStrategy Technical
Support, and be ready to provide it when inquiring about
an existing case

• Software version and product registration numbers of the
MicroStrategy software products you are using

• Case description:

xxii Resources © 2009 MicroStrategy, Inc.


What causes the condition to occur?

Does the condition occur sporadically or each time a
certain action is performed?

Does the condition occur on all machines or just on
one?

When did the condition first occur?

What events took place immediately prior to the first
occurrence of the condition (for example, a major
database load, a database move, or a software
upgrade)?

If there was an error message, what was its exact
wording?

What steps have you taken to isolate and resolve the
issue? What were the results?

• System configuration (the information needed depends
on the nature of the problem; not all items listed below
may be necessary):

computer hardware specifications (processor speed,
RAM, disk space, and so on)

network protocol used

ODBC driver manufacturer and version

database gateway software version

(for MicroStrategy Web-related problems) browser
manufacturer and version

(for MicroStrategy Web-related problems) Web server
manufacturer and version

If the issue requires additional investigation or testing, the
Support Liaison and the MicroStrategy Technical Support
representative should agree on certain action items to be
performed. The Support Liaison should perform any
agreed-upon actions before contacting MicroStrategy
Technical Support again regarding the issue. If the Technical
Support representative is responsible for an action item, the
Support Liaison may call MicroStrategy Technical Support at
any time to inquire about the status of the issue.

© 2009 MicroStrategy, Inc. Resources xxiii


Feedback
Send any comments or suggestions about user
documentation for MicroStrategy products to:

documentationfeedback@microstrategy.com

Send suggestions for product enhancements to:

support@microstrategy.com

When you provide feedback to us, include the name and
version of the products you are currently using. Your
feedback is important to us as we prepare for future releases.

xxiv Feedback © 2009 MicroStrategy, Inc.

1
1. IMPACT OF THE UPGRADE AND
UPGRADE CHECKLIST

Introduction

This chapter provides a checklist for the upgrade process and
provides a list of possible impacts of the upgrade, as well as
best practices for upgrading to guide you as you upgrade
MicroStrategy. It is strongly recommended that you carefully
review and follow the upgrade procedure outlined in this
chapter.

This chapter has the following sections:

• Impact of the upgrade, page 2

• The upgrade process checklist, page 5

• Upgrade best practices, page 7

• Reference materials, page 8

© 2009 MicroStrategy, Inc. 1

1 Impact of the Upgrade and Upgrade Checklist Upgrade Guide

Impact of the upgrade
MicroStrategy 9.0 features significant new products and
major architectural extensions to the MicroStrategy Business
Intelligence Platform. Therefore, MicroStrategy 9.0 is not
interoperable with pre-9.0 releases. In addition, all pre-9.0
MicroStrategy products must be uninstalled prior to
upgrading to MicroStrategy 9.0. For more information about
the upgrade process, see The upgrade process checklist,
page 5.

MicroStrategy 9.0’s expanded features have the following
impact on the MicroStrategy

• After installing MicroStrategy 9.0, you have a grace period
of 30 calendar days to activate your installation. If you do
not complete the activation before the grace period
expires, your MicroStrategy product stops functioning
until you activate it. For more information about
MicroStrategy activation, see the MicroStrategy
Installation and Configuration Guide and installation
online help. For information about License Manager, see
the License Manager online help.

• MicroStrategy Integrity Manager is an automated report
comparison tool available with MicroStrategy 9.0, which
can aid in upgrading your MicroStrategy environment.
Report SQL, report data, and graphs can be executed and
compared to help customers verify the upgraded
environment. For more information about Integrity
Manager, the Managing your Projects chapter in the
MicroStrategy System Administration Guide.
• SQL generation is more optimized in MicroStrategy 9.0
than in pre-9.0 versions of MicroStrategy. SQL
optimization is controlled by the SQL Global Optimization
VLDB property, and determines the level by which SQL
queries in reports are improved by combining certain SQL
passes and eliminating unnecessary temporary tables.

Because of this change in the SQL generated by reports,
MicroStrategy Integrity Manager returns “Not Matched”
results for some reports and documents after the
metadata update. The reports and documents still return
the same results after the upgrade, but the SQL that is
generated is different. For more information about SQL

2 Impact of the upgrade © 2009 MicroStrategy, Inc.

Upgrade Guide Impact of the Upgrade and Upgrade Checklist 1

Global Optimization, see the SQL Generation and Data
Processing: VLDB Properties appendix in the
MicroStrategy System Administration Guide.

• When a project created in a prior release is opened using
MicroStrategy Desktop 9.0, you are prompted to update
the metadata to the new version.

• Web customizations can be migrated following best
practices for previous MicroStrategy releases (see
Upgrading Web customizations, page 14).

• MicroStrategy 9.0 introduces a number of enhancements
for MDX cube reporting. These new enhancements, along
with other information regarding MDX cubes, are
discussed in detail in the new MDX Cube Reporting
Guide.

• All of the MicroStrategy widgets that were previously only
available on the widgets download website are now
included with the MicroStrategy software.

• Support for multi-lingual environments has been greatly
expanded, allowing a single project to support multiple
languages. For more information, see the Creating a
Multi-Lingual Environment chapter of the System
Administration Guide.

• The MicroStrategy Cache Administration Utility is not
installed or supported in MicroStrategy 9.0 and later
versions. MicroStrategy recommends the use of
MicroStrategy Command Manager and the MicroStrategy
Software Developers Kit (SDK) to perform the
functionality previously available with this utility. For
more information regarding Command Manager, see the
MicroStrategy System Administration Guide. For more
information about the MicroStrategy SDK, refer to the
MicroStrategy Developer Library.
Using the MicroStrategy Cache Administration
Utility if you use pre-9.0 MicroStrategy client
products with 9.0 or later MicroStrategy server
products is not supported.

© 2009 MicroStrategy, Inc. Impact of the upgrade 3


• MicroStrategy Control Center is not installed or
supported in MicroStrategy 9.0 or later versions. The
tools previously contained within MicroStrategy Control
Center are still included in MicroStrategy 9.0, and can be
found in the following locations:

Service Manager: From the Windows Start menu,
point to Programs, then MicroStrategy, then Tools,
then choose Service Manager.

DB Query Tool (formerly ODBC Test Tool): From the
Windows Start menu, point to Programs, then
MicroStrategy, then Tools, then choose DB Query
Tool.

License Manager: From the Windows Start menu,
point to Programs, then MicroStrategy, then choose
License Manager.

Diagnostics and Performance Logging tool: In
MicroStrategy Desktop, from the Tools menu, select
Diagnostics.

If the Diagnostics menu option does not appear
on the Tools menu, it has not yet been enabled.
To enable this option, from the Tools menu,
select Desktop Preferences. In the Desktop
category, in the Advanced Preferences
subcategory, select the Show Diagnostics
Menu Option check box and click OK.

Configuration Wizard: From the Windows Start
menu, point to Programs, then MicroStrategy, then
choose Configuration Wizard.
• The MicroStrategy Command Manager command
CREATE SCHEDULERELATION has been removed from
MicroStrategy 9.0. MicroStrategy Distribution Services, a
new component for MicroStrategy 9.0, allows users to
create subscriptions that serve the same purpose as the
CREATE SCHEDULERELATION command. The
command DELETE SCHEDULERELATION still functions
as it did in pre-9.0 versions of MicroStrategy.

• MicroStrategy Distribution Services now manages all
MicroStrategy subscriptions for History List, Mobile, and
cache updates. Existing subscriptions and their
supporting objects can easily be migrated to Distribution

4 Impact of the upgrade © 2009 MicroStrategy, Inc.


services if they were created on the pre-9.0 Narrowcast
Server. For more information about migrating your
subscriptions, see Migrate web delivery subscriptions
from MicroStrategy Narrowcast Server to
MicroStrategy Distribution Services, page 38.

• MicroStrategy Portlets are now included with
MicroStrategy 9.0. Portlets allow you to integrate
MicroStrategy content and functionality into your portal
using one of the out-of-the-box MicroStrategy portlets,
currently available for BEA WebLogic, IBM WebSphere,
Microsoft SharePoint, or SAP Enterprise Portal.
MicroStrategy portlets can embed folders, reports,
documents, user History Lists, and a search page into the
portals through easy-to-configure screens.

• A variety of new privileges have been introduced in
MicroStrategy 9.0. In some cases, single privileges in
pre-9.0 now require multiple privileges in 9.0. To ensure
that your users are granted the correct privileges,
MicroStrategy 9.0 has added Find and Replace privileges
functionality. For more information, see the
MicroStrategy Desktop OLH.

The upgrade process checklist
The upgrade process described in the rest of this guide
involves the following high-level steps. To help ensure a
successful upgrade, follow these steps in the order they are
presented in this guide.

1 Prepare MicroStrategy system and projects for upgrade

Preparing a MicroStrategy system for an upgrade involves
reviewing information specific to your version upgrade,
pre-upgrade information and prerequisites, checking for
supported warehouse data types, backing up the production
metadata, understanding how to successfully migrate your
customizations, and uninstalling existing MicroStrategy
applications.

This is covered in this chapter and Chapter 2, Preparing for
the Upgrade.

© 2009 MicroStrategy, Inc. The upgrade process checklist 5


2 Install and configure Intelligence Server and Desktop 9.0
on a test server

In this step, you install and configure MicroStrategy
Intelligence Server 9.0 and MicroStrategy Desktop 9.0 on a
test server and then establish a connection to your
production metadata.

This is covered in Install and configure MicroStrategy
Intelligence Server and Desktop 9.0 on a test server, page 21
in Chapter 3, Upgrading MicroStrategy on Windows, UNIX,
or Linux.

3 Update the production metadata

In this step, you update the metadata version of your
production projects using the test server environment.

This is covered in Update the production metadata, page 24
in Chapter 3, Upgrading MicroStrategy on Windows, UNIX,
or Linux.

4 Perform basic stability testing

In this step, you perform basic testing to ensure the stability
and efficiency of Intelligence Server and your updated
projects.

This is covered in Perform basic stability testing, page 33 in
Chapter 3, Upgrading MicroStrategy on Windows, UNIX,
or Linux.

5 Install and configure Intelligence Server 9.0 in the
production environment

Once you are satisfied with the status of the Intelligence
Server and updated projects in your test environment, you
install Intelligence Server in the production environment.

This is covered in Install and configure Intelligence Server
9.0 in the production environment, page 34 in Chapter 3,
Upgrading MicroStrategy on Windows, UNIX, or Linux.

6 Install remaining MicroStrategy products in the

6 The upgrade process checklist © 2009 MicroStrategy, Inc.


With Intelligence Server 9.0 installed in your production
environment, you now install and configure the remaining
MicroStrategy 9.0 products in your production environment.

This is covered in Install remaining MicroStrategy products
in the production environment, page 34 in Chapter 3,
Upgrading MicroStrategy on Windows, UNIX, or Linux.

7 Run tests simulating day-to-day system usage

Before implementing your newly configured MicroStrategy
9.0 system, you perform system tests that simulate the kind
of day-to-day usage you require. These tests can involve
running reports and documents, checking report caches, and
monitoring the status of Intelligence Server.

This is covered in Run tests representing day-to-day usage,
page 38 in Chapter 3, Upgrading MicroStrategy on
Windows, UNIX, or Linux.

8 Perform post-upgrade tasks

After upgrading to MicroStrategy 9.0, you perform several
post-upgrade tasks such as checking system licensing and
functionality, managing user privileges, and optimizing your
MicroStrategy system.

This is covered in Chapter 4, After the Upgrade.

Upgrade best practices
Review the following recommendations to help ensure the
success and stability of your MicroStrategy system and
projects after an upgrade to MicroStrategy 9.0.
• Follow the upgrade order and recommendations outlined
in this guide.

• Always upgrade MicroStrategy Intelligence Server prior to
upgrading client applications such as MicroStrategy
Desktop and MicroStrategy Web.

• Do not downgrade products or components on a machine
if you have already installed MicroStrategy Desktop 9.0.

© 2009 MicroStrategy, Inc. Upgrade best practices 7


• Do not install MicroStrategy 9.0 products on a machine
on which pre-9.0 MicroStrategy products reside. If you
upgrade a MicroStrategy product on a machine you must
upgrade all MicroStrategy products to the same version.

• Avoid installing MicroStrategy products using services
such as Windows Terminal Services, which create a
virtual session on the host machine. Always install
MicroStrategy directly on the server machine’s physical
interface, or by using a remote connection tool (such as
Microsoft Netmeeting or Virtual Private Network) that
takes full control of the server machine’s interface.

Reference materials
Some detailed information about installing and configuring
MicroStrategy products is beyond the scope of this guide and
can be found in the MicroStrategy Installation and
Configuration Guide. The MicroStrategy Installation and
Configuration Guide provides detailed procedures on
installing and configuring MicroStrategy 9.0. It also includes
important information about installing, deploying, and
configuring MicroStrategy 9.0 Universal products.

Refer to the MicroStrategy Installation and Configuration
Guide if you require additional information about installing
and configuring MicroStrategy 9.0.

8 Reference materials © 2009 MicroStrategy, Inc.

2
2. PREPARING FOR THE
UPGRADE

Introduction

Taking the time to prepare a MicroStrategy system for an
upgrade to MicroStrategy 9.0 helps ensure both the success
of the upgrade and the safe migration of your MicroStrategy
projects. This chapter provides information about important
upgrade prerequisites and the necessary steps you must take
before upgrading to MicroStrategy 9.0.

• Reviewing installation prerequisites, page 10
• Checking for supported data types, page 12

• Backing up the metadata, page 13

• Upgrading Web customizations, page 14


2 Preparing for the Upgrade Upgrade Guide

Depending on the type of upgrade you are performing,
upgrading to MicroStrategy 9.0 can have a significant
effect on your current Web customizations. The
MicroStrategy SDK is a valuable resource that
provides information about customizations and how to
upgrade these customizations in your MicroStrategy
environment. If you do not currently own a
MicroStrategy SDK license, contact your Account
Executive.

Reviewing installation prerequisites
The following sections provide information about installation
prerequisites for different platforms.

Installation prerequisites for Windows
Before installing MicroStrategy on a Windows platform,
review the corresponding system prerequisites outlined in
the Planning Your Installation chapter of the MicroStrategy
Installation and Configuration Guide.

Database and driver requirements

Refer to Certified and Supported Configurations in the
MicroStrategy General Information Readme for updated
information about specific database and driver combinations
certified by MicroStrategy.

System sizing guidelines

There are several factors to consider when you initially set up
your MicroStrategy system. These factors include the number
of users that will access the system, report complexity, and
whether or not you should employ caches. You should
periodically re-evaluate your system and update it based on
actual system performance and use.

10 Reviewing installation prerequisites © 2009 MicroStrategy, Inc.

Upgrade Guide Preparing for the Upgrade 2

A complete discussion of system sizing guidelines is beyond
the scope of this guide. Refer to the Planning Your
Installation chapter of the MicroStrategy Installation and
Configuration Guide for more complete details about sizing
your system.

Privileges and access

Before upgrading, ensure you have the following:

• MicroStrategy Intelligence Server installation files. You
can access the installation files from a disk or from a
network location.

• Windows login account with administrative privileges for
the domain or target machine.

• Write permissions in the installation directory; otherwise
the installation/upgrade process fails.
• License key from MicroStrategy.

Before you begin upgrading any MicroStrategy
systems, contact MicroStrategy to obtain a new license
key for the version of software you are installing.

Installation prerequisites on UNIX and Linux
Before installing MicroStrategy Intelligence Server Universal,
MicroStrategy Web Universal, or MicroStrategy SDK on a
UNIX or Linux platform, review the corresponding system
prerequisites outlined in the Planning Your Installation
chapter of the MicroStrategy Installation and Configuration
Guide.

Database and driver requirements

Refer to Certified and Supported Configurations of the
MicroStrategy General Information Readme for information
about specific database and driver combinations certified by
MicroStrategy.

© 2009 MicroStrategy, Inc. Reviewing installation prerequisites 11


Privileges and access

Before you upgrade, ensure you have the following:

• MicroStrategy Intelligence Server installation files. You
can access the installation files from a disk or from a
network location.

• Write permissions in the installation directory; otherwise
the installation/upgrade process fails. You need root
access permissions for installation if you have purchased
the CPU-based MicroStrategy license.

• Installation location for MicroStrategy Intelligence
Server.

• License key from MicroStrategy.

Before you begin upgrading any MicroStrategy
systems, contact MicroStrategy to obtain a new license
key for the version of software you are installing.

Checking for supported data types
MicroStrategy 9.0 supports a wide variety of data types for
each supported warehouse database. However, some pre-9.0
projects may contain data types not supported in
MicroStrategy 9.0. If a project containing columns with
unsupported data types is upgraded, the data types for those
columns are assigned as “reserved,” and proper data types
are not assigned in temporary tables. This affects report
execution.

Before proceeding with the upgrade, you must ensure that all
data types assigned in the pre-9.0 project are supported in
MicroStrategy 9.0.

See the MicroStrategy Project Design Guide for a listing of
the supported data types for each database type and
additional information about changing to supported data
types.

12 Checking for supported data types © 2009 MicroStrategy, Inc.


Backing up the metadata
Although the MicroStrategy installation process itself does
not affect your project’s metadata, it is recommended that
you back up your metadata before any significant installation
or upgrade. In most major MicroStrategy upgrades, a
metadata update is required for all the pre-existing projects
in your metadata. Once you update your metadata project,
you cannot revert that metadata to a previous version.
Therefore, it is strongly recommended that you perform a full
database backup of your original metadata.

It is also strongly recommended that you tape backup,
image, or ghost the production server before
upgrading.

If you want to keep an old MicroStrategy Tutorial metadata
repository and warehouse from a previous MicroStrategy
version, rename the Microsoft Access files or move them to
another location; otherwise, they are overwritten during the
installation process. The Access files are installed by default
in the MicroStrategyTutorial Reporting folder.

Metadata compatibility
The following applies to upgrading and downgrading
metadata and provides information about which metadata
versions are supported in MicroStrategy Desktop 9.0.

Updating metadata projects

You can use MicroStrategy Desktop 9.0 to update any
metadata project created in a pre-9.0 version of
MicroStrategy to the latest version.

Although updating projects through an Intelligence Server
connection (3-tier) is supported, it is recommended you
upgrade your project using a direct ODBC connection (2-tier
connection). Upgrading your project in a 2-tier environment
ensures that the metadata update is not interrupted by any
issues that may arise in a 3-tier environment.

© 2009 MicroStrategy, Inc. Backing up the metadata 13


However, if MicroStrategy Desktop is connected to an
Intelligence Server running on a UNIX or Linux platform,
you must perform the metadata update in 3-tier mode.

If you do not upgrade the metadata to the 9.0 version, certain
9.0 features will not work as expected. For example, if
MicroStrategy Web 9.0 connects to a pre-9.0 metadata
through a 9.0 server, Change Journaling, Distribution
Services, and some Report Services enhancements will not be
available.

Downgrading metadata projects

Downgrading a MicroStrategy Desktop project to any pre-9.0
product version is not supported. Once you update the
pre-9.0 project, you cannot downgrade to earlier product
versions. Therefore, backing up the metadata is an essential
step in the upgrade process as it allows you to revert to a
backup version of the metadata to obtain pre-update versions
of the projects it contains.

Upgrading Web customizations
The Customization Upgrade Wizard allows to upgrade
customizations from an 8.x version of MicroStrategy Web to
the current version of MicroStrategy Web. The Customization
Upgrade Wizard upgrades your customizations to plug-ins
that work with the plug-in architecture (the
Plug-in_Architecture.htm file in the default MSDL
directory).

It is recommended that you review the information
and procedures referenced below to best support an
upgrade of your MicroStrategy Web customizations.

Where to find best practices and upgrade considerations
Before using the Web Customization Upgrade Utility to
initiate an upgrade to 9.0, you must prepare your new
application to be upgraded. The MSDL includes information

14 Upgrading Web customizations © 2009 MicroStrategy, Inc.


which can be helpful when upgrading your MicroStrategy
Web customizations (to access the MSDL, see To open the
MicroStrategy Developer Library, page 15).

The MSDL is provided with the MicroStrategy SDK. To
purchase MicroStrategy SDK, contact your account
executive for more information.

To open the MicroStrategy Developer Library

• From Windows: From the Start menu, select Programs,
then MicroStrategy, then SDK, and then Developer
Library.

• From UNIX or Linux: Navigate to SDK/docs and open
DeveloperLibrary.htm.

Information on MicroStrategy Web customizations is within
the Web SDK section of the MSDL. After reviewing this
content, you are ready to upgrade your MicroStrategy Web
customizations with the Web Customization Upgrade Utility.
Refer to the MSDL for more information on using this utility.

© 2009 MicroStrategy, Inc. Upgrading Web customizations 15

3
3. UPGRADING MICROSTRATEGY
ON WINDOWS, UNIX, OR
LINUX

Introduction

This chapter provides information about the steps you must
take to successfully upgrade your MicroStrategy system in a
Windows, UNIX, and Linux environment.

Follow the prerequisite and pre-upgrade information in
Chapter 1, Impact of the Upgrade and Upgrade Checklist
and Chapter 2, Preparing for the Upgrade before proceeding
in this chapter.

This chapter has the following sections:

• Upgrading MicroStrategy on Windows, page 18

This section is broken up into the upgrade steps listed
below. To help ensure a successful upgrade to 9.0, follow
these steps in order.

Uninstall the previous version of MicroStrategy

Install and configure MicroStrategy Intelligence
Server and Desktop 9.0 on a test server


3 Upgrading MicroStrategy on Windows, UNIX, or Linux Upgrade Guide

Update the production metadata

Perform basic stability testing

Install and configure Intelligence Server 9.0 in the

Add new tables to the metadata, page 23

Install remaining MicroStrategy products in the

Run tests representing day-to-day usage

Upgrading an Enterprise Manager environment

This step is only necessary if you have a pre-9.0
Enterprise Manager environment you intend to
upgrade.

• Upgrading MicroStrategy on UNIX and Linux, page 41

• Upgrading in a clustered environment, page 47

Upgrading MicroStrategy on Windows
This section provides installation and project update
procedures to upgrade MicroStrategy to 9.0 in a Windows
environment.
While the installation process does not affect your
project’s metadata, it is strongly recommended you
perform a full database backup of your production
metadata in case you later need to restore a copy of
your original metadata. Before upgrading to
MicroStrategy 9.0, see Backing up the metadata,
page 13 in Chapter 2, Preparing for the Upgrade.

If you use clustered Intelligence Servers in MicroStrategy, see
Upgrading in a clustered environment, page 47 before
proceeding with the upgrade.

18 Upgrading MicroStrategy on Windows © 2009 MicroStrategy, Inc.

Upgrade Guide Upgrading MicroStrategy on Windows, UNIX, or Linux 3

Uninstall the previous version of MicroStrategy
MicroStrategy 9.0 features significant new products and
major architectural extensions to the MicroStrategy Business
Intelligence Platform. Therefore, MicroStrategy 9.0 is not
interoperable with pre-9.0 releases. In addition, all pre-9.0
MicroStrategy products must be uninstalled prior to
upgrading to MicroStrategy 9.0.

When you begin your upgrade by running the MicroStrategy
Installation Wizard (included on the MicroStrategy
installation disk, and also available on the MicroStrategy
download site), the following dialog box opens:

There are two different ways to uninstall the previous
MicroStrategy components from your machine. Selecting Yes
generates a batch file that is used to remove the files.
Selecting No allows you to remove existing files using
Add/Remove Programs.

To uninstall previous MicroStrategy components using the
batch file

1 Start the MicroStrategy Installation Wizard.

For details about the MicroStrategy Installation
Wizard, see the MicroStrategy Installation and
Configuration Guide.

© 2009 MicroStrategy, Inc. Upgrading MicroStrategy on Windows 19

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