Upgrading to Pentaho Business Analytics 4.8 This Document Is Copyright © 2012 Pentaho Corporation
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Upgrading to Pentaho Business Analytics 4.8 This document is copyright © 2012 Pentaho Corporation. No part may be reprinted without written permission from Pentaho Corporation. All trademarks are the property of their respective owners. Help and Support Resources If you have questions that are not covered in this guide, or if you would like to report errors in the documentation, please contact your Pentaho technical support representative. Support-related questions should be submitted through the Pentaho Customer Support Portal at http://support.pentaho.com. For information about how to purchase support or enable an additional named support contact, please contact your sales representative, or send an email to [email protected]. For information about instructor-led training on the topics covered in this guide, visit http://www.pentaho.com/training. 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Rather than list the names and entities that own the trademarks or insert a trademark symbol with each mention of the trademarked name, Pentaho states that it is using the names for editorial purposes only and to the benefit of the trademark owner, with no intention of infringing upon that trademark. Company Information Pentaho Corporation Citadel International, Suite 340 5950 Hazeltine National Drive Orlando, FL 32822 Phone: +1 407 812-OPEN (6736) Fax: +1 407 517-4575 http://www.pentaho.com E-mail: [email protected] Sales Inquiries: [email protected] Documentation Suggestions: [email protected] Sign-up for our newsletter: http://community.pentaho.com/newsletter/ | TOC | 3 Contents Introduction................................................................................................................................5 New Features in 4.8...................................................................................................................6 Introducing Pentaho Mobile..........................................................................................................................6 Introducing Instaview....................................................................................................................................6 New Features in Big Data.............................................................................................................................6 New Features in Pentaho Data Integration...................................................................................................7 New Features in Analyzer, Dashboards, and Interactive Reporting............................................................. 8 New Features in Information Assets.............................................................................................................9 Best Practices for Production Upgrades..................................................................................10 Prerequisites............................................................................................................................11 Backing Up.............................................................................................................................. 12 Stopping the Solution Database Service on Windows................................................................................12 Renaming Your Old Pentaho Installation.................................................................................13 How to Check Your Java Version............................................................................................14 Upgrading the BA Server.........................................................................................................15 Manual WAR Deployment.......................................................................................................................... 15 Manual Deployment Upgrade Checklist...........................................................................................15 Obtaining the Pentaho BA Server Build Materials........................................................................... 17 Changes to the Solution Database.................................................................................................. 17 The Solution Database: Upgrading the Quartz Schema..................................................................17 Removing the Xalan JAR for JBoss Deployments...........................................................................17 Copying the Oracle Quartz JAR Pre-Build.......................................................................................18 Installing the Analysis Enterprise Edition Plugin.............................................................................. 18 Building New WAR Files.................................................................................................................. 19 Rebuilding the Solutions Directory...................................................................................................21 Adding Linux and OS X Support for Printing Analyzer Geo Maps................................................... 21 Adding Windows Support for Printing Analyzer Geo Maps..............................................................22 Installing Pentaho User Console Plugins.........................................................................................22 Archive-Based Deployment........................................................................................................................ 23 Archive Deployment Upgrade Checklist.......................................................................................... 23 Obtaining the Installation Materials..................................................................................................24 Deploying the BA Server..................................................................................................................25 Business Analytics Graphical Installer Deployment....................................................................................32 Graphical Installer Deployment Upgrade Checklist......................................................................... 32 Obtaining the Installation Materials..................................................................................................33 Deploying the BA Server..................................................................................................................34 Migrating Your Solutions..........................................................................................................42 Merging Your BA Server Configuration Files...........................................................................43 Updating pentahoObjects.spring.xml..........................................................................................................43 Updating applicationContext-spring-security.xml........................................................................................44 Updating web.xml....................................................................................................................................... 44 Upgrading Your Single-Sign On Configuration...........................................................................................45 CAS Property Reference................................................................................................................. 45 Upgrading the Pentaho Enterprise Console............................................................................ 47 Moving JDBC Drivers.............................................................................................................. 48 Testing Your New BA Server...................................................................................................49 Upgrading the Pentaho Client Tools........................................................................................50 Post-Upgrade Configuration.................................................................................................... 51 Cleanup................................................................................................................................... 52 Compatibility Matrix: Supported Components......................................................................... 53 JDBC Drivers..............................................................................................................................................57 Troubleshooting.......................................................................................................................76 | TOC | 4 File Names and Paths...............................................................................................................................