Narrowcast Server Upgrade Guide

Transcription

1 Narrowcast Server Upgrade Guide Version: 10.11

2 10.11, February 2018 Copyright 2018 by MicroStrategy Incorporated. All rights reserved. Trademark Information The following are either trademarks or registered trademarks of MicroStrategy Incorporated or its affiliates in the United States and certain other countries: MicroStrategy, MicroStrategy 10, MicroStrategy 10 Secure Enterprise, MicroStrategy 9, MicroStrategy 9s, MicroStrategy Analytics, MicroStrategy Analytics Platform, MicroStrategy Desktop, MicroStrategy Library, MicroStrategy Operations Manager, MicroStrategy Analytics Enterprise, MicroStrategy Evaluation Edition, MicroStrategy Secure Enterprise, MicroStrategy Web, MicroStrategy Mobile, MicroStrategy Server, MicroStrategy Parallel Relational In-Memory Engine (MicroStrategy PRIME), MicroStrategy MultiSource, MicroStrategy OLAP Services, MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal, MicroStrategy Distribution Services, MicroStrategy Report Services, MicroStrategy Transaction Services, MicroStrategy Visual Insight, MicroStrategy Web Reporter, MicroStrategy Web Analyst, MicroStrategy Office, MicroStrategy Data Mining Services, MicroStrategy Narrowcast Server, MicroStrategy Health Center, MicroStrategy Analyst, MicroStrategy Developer, MicroStrategy Web Professional, MicroStrategy Architect, MicroStrategy SDK, MicroStrategy Command Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Integrity Manager, MicroStrategy System Manager, MicroStrategy Analytics App, MicroStrategy Mobile App, MicroStrategy Tech Support App, MicroStrategy Mobile App Platform, MicroStrategy Cloud, MicroStrategy R Integration, Dossier, Usher, MicroStrategy Usher, Usher Badge, Usher Security, Usher Security Server, Usher Mobile, Usher Analytics, Usher Network Manager, Usher Professional, MicroStrategy Services, MicroStrategy Professional Services, MicroStrategy Consulting, MicroStrategy Customer Services, MicroStrategy Education, MicroStrategy University, MicroStrategy Managed Services, BI QuickStrike, Mobile QuickStrike, Transaction Services QuickStrike Perennial Education Pass, MicroStrategy Web Based Training (WBT), MicroStrategy World, Best in Business Intelligence, Pixel Perfect, Global Delivery Center, Direct Connect, Enterprise Grade Security For Every Business, Build Your Own Business Apps, Code-Free, Welcome to Ideal, The World s Most Comprehensive Analytics Platform, The World s Most Comprehensive Analytics Platform. Period. Other product and company names mentioned herein may be the trademarks of their respective owners. Specifications subject to change without notice. MicroStrategy is not responsible for errors or omissions. MicroStrategy makes no warranties or commitments concerning the availability of future products or versions that may be planned or under development. Patent Information 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, 6,567,796, 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, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 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, 6,940,953, 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, 7,127,403, 7,174,349, 7,181,417, 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, 7,486,780, 7,509,671, 7,516,181, 7,559,048, 7,574,376, 7,617,201, 7,725,811, 7,801,967, 7,836,178, 7,861,161, 7,861,253, 7,881,443, 7,925,616, 7,945,584, 7,970,782, 8,005,870, 8,051,168, 8,051,369, 8,094,788, 8,130,918, 8,296,287, 8,321,411, 8,452,755, 8,521,733, 8,522,192, 8,577,902, 8,606,813, 8,607,138, 8,645,313, 8,761,659, 8,775,807, 8,782,083, 8,812,490, 8,832,588, 8,943,044, 8,943,187. 8,958,537, 8,966,597, 8,983,440, 8,984,274, 8,984,288, 8,995,628, 9,027,099, 9,027,105, 9,037, 577, 9,038,152, 9,076,006, 9,086,837, 9,116,954, 9,124,630, 9,154,303, 9,154,486, 9,160,727, 9,166,986, 9,171,073, 9,172,699, 9,173,101, 9,183, 317, 9,195,814, 9,208,213, 9,208,444, 9,262,481, 9,264,415, 9,264,480, 9,269,358, 9,275,127, 9,292,571, 9,300,646, 9,311,683 9,313,206, 9,330,174, 9,338,157, 9,361,392, 9,378,386, 9,386,416, 9,391,782, 9,397,838, 9,397,980, 9,405,804, 9,413,710, 9,413,794, 9,430,629, 9,432,808, 9,438,597, 9,444,805, 9,450,942, 9,450,958, 9,454,594, 9,507,755, 9,513,770, 9,516,018, 9,529,850, 9,563,761, 9,565,175, 9,608,970, 9,640,001, 9,646,165, 9,680,908, 9,697,146, 9,697,350, 9,742,764, 9,742,781, 9,743,235, 9,762,564, 9,794,245, 9,801,053, and 9,807,074. Other patent applications are pending.

3 1 CONTENTS Book Overview and Additional Resources 5 About this book 5 Resources 6 Feedback New Features in Narrowcast Server 20 New features in Narrowcast Server New features in Narrowcast Server New features in Narrowcast Server New features in Narrowcast Server Upgrading the Test Environment 22 Best practices 22 Prerequisites 23 Copying Narrowcast Server repositories using the Repository Copy Tool 23 Registering the copied version of your Narrowcast Server system 26 Upgrading the copied Narrowcast Server system 27 Registering the upgraded Narrowcast Server system 28 Configuring the upgraded system to assign new machines 28 Configuring the Subscription Portal 28 Finalizing the upgrade process Testing the Upgrade 30 Modifying the configuration of the target system 30 Testing functional areas 32 Testing service execution behavior 35 Testing Subscription Portal behavior , MicroStrategy Inc. 3

4 4. Upgrading the Production Environment 37 Shutting down the existing version of the production system 37 Installing the later version of Narrowcast Server on production machines 38 Preparing to upgrade 38 Upgrading the older version on the production system 39 Modifying the upgraded production system to use production machines 40 Merging changes from the testing system 40 Restarting the production system 40 Index , MicroStrategy Inc.

5 1 BOOK OVERVIEW AND ADDITIONAL RESOURCES The MicroStrategy Narrowcast Server Upgrade Guide describes the procedure for upgrading to later versions of MicroStrategy Narrowcast Server. It offers important recommendations that guide you during the upgrade process. It also covers the new features and enhancements available within the new MicroStrategy Narrowcast Server version that you wish to install. It is highly recommended that you review and follow the upgrade procedure outlined in Chapter 2, Upgrading the Test Environment. This guide does not include instructions on installing MicroStrategy Narrowcast Server. Refer to the Narrowcast Server Installation and Configuration Guide for information on installing and configuring Narrowcast Server. Specifically, this guide provides the following information: Chapter 1, New Features in Narrowcast Server Chapter 2, Upgrading the Test Environment Chapter 3, Testing the Upgrade Chapter 4, Upgrading the Production Environment Detailed steps for all functionality and interfaces in the MicroStrategy system are available in the online help. About this book The following sections list prerequisites for using this book and describe the user roles the information in this book was designed for. 2018, MicroStrategy Inc. 5

6 What s new in this guide MicroStrategy 9.5 (MicroStrategy 9s) MicroStrategy 9.5 integrates the MicroStrategy Analytics Platform with MicroStrategy Usher. MicroStrategy Usher is a mobile identity platform for enterprise security. Usher enables users to electronically validate their identity using the Usher app and mobile badge on their smartphone, instead of entering a password, displaying a physical ID card, or using a physical key. MicroStrategy 9.5 supports Usher as a primary authentication method for logging into a project through MicroStrategy Mobile and MicroStrategy Web. Using QR code generation in MicroStrategy, users can scan the code with Usher on their smartphones and gain access to the MicroStrategy project. Usher is also supported for two-factor authentication in Web. MicroStrategy 9.5 also provides support for biometric security, location-based access restrictions, and time-based access restrictions. To configure your MicroStrategy 9.5 installation, see the help page for MicroStrategy 9.5. Analytics Enterprise The name of MicroStrategy Desktop has been changed to MicroStrategy Developer. Who should use this guide This guide is for MicroStrategy Narrowcast Server users who want to upgrade to a later version of MicroStrategy Narrowcast Server. The following assumptions are made: You understand common Narrowcast Server concepts and terminology such as services, schedules, logins, publications, documents, information objects, question objects, information sources, information transmitters, devices, users, addresses, groups, and so on. You have a working knowledge of MicroStrategy Intelligence Server and Developer products. For an introduction to Narrowcast Server and the terminology above, refer to the Narrowcast Server Getting Started Guide. For an introduction to MicroStrategy Intelligence Server and Developer products, refer to the Introduction to MicroStrategy: Evaluation Guide. Resources This section provides details on how to access books, online help, MicroStrategy Education and Consulting resources, and how to contact MicroStrategy Technical Support , MicroStrategy Inc.

7 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 and concepts Examples and images Checklists and high-level procedures to get started The steps to access the manuals are described in Accessing manuals and other documentation sources, page 12. Most of these manuals are also available printed in a bound, soft cover format. To purchase printed manuals, contact your MicroStrategy Account Executive with a purchase order number. Help: MicroStrategy online help provides: Detailed steps to perform procedures Descriptions of each option on every software screen Additional formats MicroStrategy manuals are available as electronic publications, downloadable on the Apple ibooks Store or Google Play, and can be read on your ios or Android device respectively. To download a book, search for the book s title in the ibookstore or Google Play. To view a list of manuals that are currently available, scan the following QR codes using your device s camera: For ios devices, scan the following QR code: For Android devices, scan the following QR code: 2018, MicroStrategy Inc. 7

8 For new MicroStrategy releases, it may take several days for the latest manuals to be available on the ibookstore or Google Play. Translations For the most up-to-date translations of MicroStrategy documentation, refer to the MicroStrategy Knowledge Base. Due to translation time, manuals in languages other than English may contain information that is one or more releases behind. You can see the version number on the title page of each manual. Finding information You can search all MicroStrategy books and Help for a word or phrase, with a simple Google search at For example, type MicroStrategy derived metric or MicroStrategy logical table into a Google search. As described above, books typically describe general concepts and examples; Help typically provides detailed steps and screen options. To limit your search to MicroStrategy books, on Google s main page you can click More, then select Books. Manuals for MicroStrategy overview and evaluation Introduction to MicroStrategy: Evaluation Guide Instructions for installing, configuring, and using the MicroStrategy Evaluation Edition of the software. This guide includes a walkthrough of MicroStrategy features so you can perform reporting with the MicroStrategy Tutorial project and its sample business data. MicroStrategy Evaluation Edition Quick Start Guide Overview of the installation and evaluation process, and additional resources. Resources for security Usher Help Steps to perform mobile identity validation using the Usher mobile security network to issue electronic badges for identifying users , MicroStrategy Inc.

9 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, and basic maintenance guidelines. MicroStrategy Upgrade Guide Steps to upgrade existing MicroStrategy products. MicroStrategy Project Design Guide Information to create and modify MicroStrategy projects, and create the objects that present your organization s data, such as facts, attributes, hierarchies, transformations, advanced schemas, and project optimization. MicroStrategy Basic Reporting Guide Steps to get started with MicroStrategy Web, and how to analyze and format data in a report. Includes the basics for creating reports, metrics, filters, and prompts. MicroStrategy Advanced Reporting Guide: Enhancing Your Business Intelligence Application Steps to create Freeform SQL reports, Query Builder reports, complex filters and metrics, use Data Mining Services, and create custom groups, consolidations, and complex prompts. Document and Dashboard Analysis Guide Steps to execute, analyze, and format a dashboard in MicroStrategy Web. MicroStrategy Report Services Document Creation Guide: Creating Boardroom Quality Documents Steps to create Report Services documents, add objects, and format the document and its objects. MicroStrategy Dashboards and Widgets Creation Guide: Creating Interactive Dashboards for Your Data Steps to create MicroStrategy Report Services dashboards and add interactive visualizations. MicroStrategy In-memory Analytics Guide Information to use MicroStrategy OLAP Services features, including Intelligent Cubes, derived metrics, derived elements, dynamic aggregation, view filters, and dynamic sourcing. MicroStrategy Office User Guide Instructions to use MicroStrategy Office to work with MicroStrategy reports and documents in Microsoft Excel, PowerPoint, and Word, to analyze, format, and distribute business data. 2018, MicroStrategy Inc. 9

10 MicroStrategy Mobile Analysis Guide: Analyzing Data with MicroStrategy Mobile Steps to use MicroStrategy Mobile to view and analyze data, and perform other business tasks with MicroStrategy reports and documents on a mobile device. MicroStrategy Mobile Design and Administration Guide: A Platform for Mobile Intelligence Information and instructions to install and configure MicroStrategy Mobile, as well as steps for a designer working in MicroStrategy Developer or MicroStrategy Web to create effective reports and documents for use with MicroStrategy Mobile. MicroStrategy System Administration Guide: Tuning, Monitoring, and Troubleshooting Your MicroStrategy Business Intelligence System Steps to implement, deploy, maintain, tune, and troubleshoot a MicroStrategy business intelligence system. MicroStrategy Supplemental Reference for System Administration: VLDB Properties, Internationalization, User Privileges, and other Supplemental Information for Administrators Steps for administrative tasks such as configuring VLDB properties and defining data and metadata internationalization, and reference material for other administrative tasks. 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 MDX cube sources. You can integrate data from MDX cube sources into your MicroStrategy projects and applications. MicroStrategy Operations Manager Guide Instructions for managing, monitoring, and setting alerts for all of your MicroStrategy systems from one console. This guide also includes instructions for setting up and using Enterprise Manager to analyze your MicroStrategy system usage. Manual for the Human Resources Analytics Module Human Resources Analytics Module Reference 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 , MicroStrategy Inc.

11 The Web SDK is available in the MicroStrategy Developer Library, which is part of the MicroStrategy SDK. Documentation for MicroStrategy Portlets Enterprise Portal Integration Help Information to help you implement and deploy MicroStrategy BI within your enterprise portal, including instructions for installing and configuring out-of-the-box MicroStrategy Portlets for several major enterprise portal servers. This resource is available from Documentation for MicroStrategy GIS Connectors GIS Integration Help Information to help you integrate MicroStrategy with Geospatial Information Systems (GIS), including specific examples for integrating with various third-party mapping services. This resource is available from Help Each MicroStrategy product includes an integrated help system to complement the various interfaces of the product as well as the tasks that can be accomplished using the product. Some of the MicroStrategy help systems require a web browser to be viewed. For supported web browsers, see the MicroStrategy Readme. MicroStrategy provides several ways to access help: Help button: Use the Help button or? (question mark) icon on most software windows to see help for that window. Help menu: From the Help menu or link at the top of any screen, select MicroStrategy Help to see the table of contents, the Search field, and the index for the help system. F1 key: Press F1 to see context-sensitive help that describes each option in the software window you are currently viewing. For MicroStrategy Web, MicroStrategy Web Administrator, and MicroStrategy Mobile Server, pressing the F1 key opens the context-sensitive help for the web browser you are using to access these MicroStrategy interfaces. Use the Help menu or? (question mark) icon to access help for these MicroStrategy interfaces. 2018, MicroStrategy Inc. 11

12 Accessing manuals and other documentation sources The manuals are available from as well as from your MicroStrategy disk or the machine where MicroStrategy was installed. Adobe Reader is required to view these manuals. If you do not have Adobe Reader installed on your computer, you can download it from The best place for all users to begin is with the MicroStrategy Basic Reporting Guide. To access the installed manuals and other documentation sources, see the following procedures: To access documentation resources from any location, page 12 To access documentation resources on Windows, page 12 To access documentation resources on UNIX and Linux, page 12 To access documentation resources from any location 1 Visit To access documentation resources on Windows 1 From the Windows Start menu, choose Programs (or All Programs), MicroStrategy Documentation, then Product Manuals. A page opens in your browser showing a list of available manuals in PDF format and other documentation sources. 2 Click the link for the desired manual or other documentation source. If bookmarks are not visible on the left side of a product manual, from the View menu click Bookmarks and Page. This step varies slightly depending on your version of Adobe Reader. To access documentation resources on UNIX and Linux 1 Within your UNIX or Linux machine, navigate to the directory where you installed MicroStrategy. The default location is /opt/microstrategy, or $HOME/MicroStrategy/install if you do not have write access to /opt/microstrategy. 2 From the MicroStrategy installation directory, open the Help folder. 3 Open the Product_Manuals.htm file in a web browser. A page opens in your browser showing a list of available manuals in PDF format and other documentation sources. 4 Click the link for the desired manual or other documentation source , MicroStrategy Inc.

13 If bookmarks are not visible on the left side of a product manual, from the View menu click Bookmarks and Page. This step varies slightly depending on your version of Adobe Reader. 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. 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, options, lists, and menus that are the focus of actions or part of a list of such GUI elements and their definitions Example: Click Select Warehouse. italic Names of other product manuals and documentation resources Courier font When part of a command syntax, indicates variable information to be replaced by the user Example: Type copy c:\filename d:\foldername\filename Calculations Code samples Registry keys Path and file names URLs Messages displayed in the screen Text to be entered by the user Example: Sum(revenue)/number of months. Example: Type cmdmgr -f scriptfile.scp and press Enter. + 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. 2018, MicroStrategy Inc. 13

14 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 the most up-to-date and detailed description of education offerings and course curricula, visit 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 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, and availability of translated interfaces and certain documentation. 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. A translated user interface is available in each of the above languages. For information on specific languages supported by individual MicroStrategy system components, see the MicroStrategy readme. 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. 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 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 productive relationship with MicroStrategy Technical Support, review the Policies and Procedures document in your language, posted at Refer to the terms of your purchase agreement to determine the type of support available to you , MicroStrategy Inc.

15 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. 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 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 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 voic message, send or fax, or log a case using the Online Support Interface. The individual Technical Support Centers are closed on certain public holidays. North America support@microstrategy.com Web: Fax: (703) Phone: (703) Hours: 9:00 A.M. 7:00 P.M. Eastern Time, Monday Friday except holidays 2018, MicroStrategy Inc. 15

16 EMEA: Europe The Middle East Africa Asia Pacific Web: Fax: +44 (0) The European Technical Support Centre is closed on national public holidays in each country. Phone: Belgium: France: Germany: Ireland: Italy: Poland: Scandinavia & Finland: Spain: The Netherlands: UK: +44 (0) International distributors: +44 (0) 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 apsupport@microstrategy.com Web: Phone: Australia: Korea: Fax: Japan: Fax: Singapore: Fax: Asia Pacific (except Australia, Japan, Korea, and Singapore): Fax: Hours: Japan and Korea: 9:00 A.M. 6:00 P.M. JST (Tokyo), Monday-Friday except holidays Asia Pacific (except Japan and Korea): 7 A.M.-6 P.M. (Singapore) Monday- Friday except holidays , MicroStrategy Inc.

17 Latin America Web: Phone: LATAM (except Brazil and Argentina): Fax: Argentina: MSTR Fax: Brazil: Fax: Hours: Latin America (except Brazil): 9:00 A.M. 7:00 P.M. (Buenos Aires), Monday- Friday except holidays Brazil: 9 A.M. - 6 P.M. (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. 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, 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 address To help the Technical Support representative resolve the problem promptly and effectively, be prepared to provide the following additional information: 2018, MicroStrategy Inc. 17

18 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: 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. Feedback Please send any comments or suggestions about user documentation for MicroStrategy products to: documentationfeedback@microstrategy.com Send suggestions for product enhancements to: support@microstrategy.com , MicroStrategy Inc.

19 When you provide feedback to us, please include the name and version of the products you are currently using. Your feedback is important to us as we prepare for future releases. 2018, MicroStrategy Inc. 19

20 1 NEW FEATURES IN NARROWCAST SERVER This chapter provides information about the new features introduced in Narrowcast Server for the past several releases. (For details on older updates, see previous Upgrade Guides on the MicroStrategy Knowledge Base.) When you perform a Narrowcast Server upgrade, the metadata repository version number is changed. The system administrator should carry out an upgrade for the existing systems using the Upgrade Narrowcast Server System option from the Tools menu. For steps to upgrade Narrowcast Server, see Chapter 2, Upgrading the Test Environment. The new features for the version you are upgrading to are described below. New features in Narrowcast Server 10.1 Narrowcast Server 10.1 is not interoperable with MicroStrategy 9.5 software or prior versions. It is recommended that you upgrade Narrowcast Server to version 10.1 ensure proper functionality. For a list of new features in MicroStrategy 10.1, see the MicroStrategy Readme. New features in Narrowcast Server 9.4 Narrowcast Server is interoperable with MicroStrategy 9.4 software. Additionally, pre- 9.3.x versions of MicroStrategy Narrowcast Server are not interoperable with MicroStrategy 9.3.x and 9.4 software and its subsequent versions. It is recommended to upgrade the pre- 9.3.x versions of Narrowcast Server to ensure proper functionality. For a list of new features in MicroStrategy 9.4, see the MicroStrategy Readme for that release. New features in Narrowcast Server Narrowcast Server 9.3 is interoperable with MicroStrategy software. Additionally, pre- 9.3.x versions of MicroStrategy Narrowcast Server are not interoperable with MicroStrategy 9.3.x and its subsequent versions. It is recommended to upgrade the pre-9.3.x versions of 2018, MicroStrategy Inc. 20

21 Narrowcast Server to ensure proper functionality. For a list of new features in MicroStrategy 9.3.1, see the MicroStrategy Readme for that release. New features in Narrowcast Server 9.3 Narrowcast Server 9.2.1m is not interoperable with MicroStrategy 9.3.x software and its subsequent versions. It is recommended to upgrade the pre-9.3.x versions of Narrowcast Server to ensure proper functionality. For a list of new features in MicroStrategy 9.3, see the MicroStrategy Readme for that release , MicroStrategy Inc.

22 2 UPGRADING THE TEST ENVIRONMENT This chapter lists in detail the steps to copy the Narrowcast Server repositories and then to upgrade those copies of the Narrowcast Server system to a later version. You can then use subsequent chapters to test the upgrade, and then upgrade your production system. The high level steps to upgrade the Narrowcast Server system are listed below: 1 Copying Narrowcast Server repositories using the Repository Copy Tool, page 23 2 Registering the copied version of your Narrowcast Server system, page 26 3 Upgrading the copied Narrowcast Server system, page 27 4 Registering the upgraded Narrowcast Server system, page 28 5 Configuring the upgraded system to assign new machines, page 28 6 Configuring the Subscription Portal, page 28 Best practices Review the following recommendations to help ensure the successful upgrade of Narrowcast Server to the latest version. Migrate MicroStrategy Web deliveries to MicroStrategy Distribution Services when upgrading to Narrowcast Server 9.x. For detailed steps to migrate Web deliveries, see the MicroStrategy Developer Help. When creating Data Source Names (DSNs), use the MicroStrategy Connectivity Wizard. Perform the upgrade on the copied repositories, and not on the production repositories. The upgrade steps in this section follow this recommended practice. While copying the repositories, the source and the target system prefix should be different. 2018, MicroStrategy Inc. 22

23 Prerequisites Before you begin upgrading the Narrowcast Server system, perform the following important steps: Create a backup of the Narrowcast Server repositories. Ensure that sufficient space is available to copy all Narrowcast Server tables to the Object Repository (OR), Subscription Book Repository (SBR), and Portal Repository. See the administration documentation of your database for information on how to increase the database size, if necessary. Data Source Names (DSNs) should be created to the repositories of the existing system (the system that is being copied), and to the location where the existing repositories will be copied. Copying Narrowcast Server repositories using the Repository Copy Tool Narrowcast Server contains a Repository Copy Tool to copy the Narrowcast Server Object Repository (OR) and Subscription Book Repository (SBR). This tool also ensures that no changes are made to the existing Narrowcast Server system while the repositories are being copied. Using the Repository Copy Tool also ensures that references to Distribution Managers (DM) and Execution Engines (EE) are removed from the copied repositories. Note the following when you use the Repository Copy Tool: Microsoft Access databases can be copied to any other database server, but non- Access databases can only be copied to other non-access database servers. The source and target system names should be different. The source and target prefixes should be different if the repositories are copied to the same database. If you are using a different database to copy the repositories, the source and target prefixes can be the same. The process of copying the repositories can take time to complete, depending on the size and number of objects in the OR and SBR. It is recommended that you start the repository copying process when activity on the source system is minimal. This minimizes the possibility of differences between the existing Narrowcast Server system and the copied repositories, in terms of the subscriptions that may be created after the repositories are copied. The following procedure assumes that you are using the Repository Copy Tool on the earlier version of Narrowcast, which is the version you are upgrading from , MicroStrategy Inc.

24 To copy the Narrowcast Server OR and SBR 1 On the earlier version of Narrowcast, from the Start menu, select Programs, then MicroStrategy Tools, then Narrowcast Administrator. MicroStrategy Narrowcast Administrator opens. 2 From the Tools menu, select Copy Repository. The Repository Copy dialog box opens. 3 Select Copy Object Repository to copy the OR from the source folder. The following options are enabled: Copy Subscription Book Repository used by the source: Select this check box to copy the SBR used by the source. It is recommended that the SBR and OR should be copied at the same time. Link the target Subscription Book Repository to the target Object Repository: Select this check box to link the target SBR to the target OR. It is recommended to preserve the link between the target repository and the Object Repository, so that the copied SBR and OR are connected and existing services are triggered after the upgrade. Copy Subscription Book Repository: Select this option only if you want the tool to copy the SBR without maintaining a link to the source OR. 4 Click Next. The Repository Copy - Object Repository page opens. The source and target information of the OR is displayed. 2018, MicroStrategy Inc. 24

25 5 Verify the information presented. The Prefix is the repository prefix. Leave it blank if no prefix exists. Then click Next. The Repository Copy - Subscription Book Repository page opens. 6 By default, users and user addresses are copied. The copy options that you can select are: User preferences: Select this check box to copy the user preferences. Authentication and security: Select this check box to copy authentication details and security objects. Subscriptions: Select this check box to copy the subscriptions , MicroStrategy Inc.

26 The Subscriptions check box is enabled only when the User preferences and Authentication and security options are selected. 7 Click Next. The Repository Copy - Summary page opens. Verify the information and click Finish. The repository information is copied. The copied repositories are completely independent of your existing Narrowcast Server system. Once the repositories are copied, you need to register the copied system and upgrade the copied system. Steps to do this are below. Registering the copied version of your Narrowcast Server system You must register the copied version of your Narrowcast Server system on the earlier version of Narrowcast Server, before upgrading the system. You must register the system so that you can see it in the Narrowcast Administrator s console. To register the copied version, navigate to the System menu and select Register Existing System. The System Configuration Wizard opens. For more information about using the System Configuration Wizard, see the Narrowcast Server Installation and Configuration Guide. Once the copied version of your Narrowcast Server system is registered, you must change the Intelligence Server references so that your system does not connect to the production Intelligence Server. For each Information Source Module, specify the name of the Intelligence Server machine, using the steps below. To update Intelligence Server references 1 In Narrowcast Server Administrator, expand Administration, then expand Information Source Modules. 2 Expand MicroStrategy. The Information Source Modules are displayed. 3 Right-click the required Information Source Module and select Edit. The Information Source dialog box opens. 4 Click Define. The Information Source Wizard Intelligence Server opens. 5 In the Intelligence Server Machine Name field, type the name of the Intelligence Server machine with the newer version of Intelligence Server. Alternatively, you can browse to select the required machine. The Browse for Computer dialog box opens. Select the machine and click OK. 6 Click Next. On the Summary page, verify the information and click Finish to remove the existing Intelligence Server from the Information Source. Note the following: 2018, MicroStrategy Inc. 26

27 Once the system is registered, verify your credentials for login and authentication. If you are using Intelligence Server clustering, edit the corresponding information in the Intelligence Server Properties dialog box of Narrowcast s Information Source Wizard. Upgrading the copied Narrowcast Server system The upgrade is performed on the copied version of Narrowcast Server. After registering the Information System, perform the following steps to upgrade. To upgrade the copied Narrowcast system 1 Create Data Source Names (DSN) to the copied OR and SBR on the machine where the later version of Narrowcast Server is installed. The DSN for the later version of the OR can be different, but the DSN for the SBR needs to be retained. You can provide the DSN of the OR, and the DSN information for the SBR is automatically chosen from the OR. 2 In the later version of the Narrowcast Server application, select Upgrade Narrowcast Server System from the Tools menu. The Narrowcast Server Upgrade dialog box opens. Because the system is registered, the prefix, database type, data source name, user name, password, and database information are automatically generated. By default, the Commit changes incrementally check box is selected. Selecting the Commit changes incrementally option reduces the memory consumption of the machine that is being used for the upgrade. The copied Narrowcast Server system is incrementally upgraded. For example, if you are upgrading from to 9.0.2, the upgrade proceeds from to 9.0 to to You are prompted after each version upgrade is finished. 3 Click Upgrade. The MicroStrategy Upgrade dialog box opens. 4 Click OK to continue with the upgrade. Canceling retains Web deliveries objects in the Narrowcast Server repositories and disables the Web deliveries services, but allows the upgrade process to continue. Retained objects can later be migrated to Distribution Services from upgraded Narrowcast Server repositories. However, this migration is possible only if the upgraded Narrowcast Server repositories were either your production repositories or a database copy of the repositories. If you are upgrading the repository copies created using the Repository Copy Tool, it is strongly recommended that you click OK and continue with the upgrade. Retained objects inside such repositories cannot be migrated later , MicroStrategy Inc.

28 Registering the upgraded Narrowcast Server system The upgraded system should be registered. To register the system, navigate to the System menu and select Register Existing System. The System Configuration Wizard opens. For more information about the System Configuration Wizard, see the Narrowcast Server Installation and Configuration Guide. Configuring the upgraded system to assign new machines When the repositories are copied, references to Distribution Manager and Execution Engine are removed. To assign new machines for DM and EE, you need to configure the upgraded system as follows. To configure the upgraded system to assign new machines to DM and EE 1 From the System menu, select Configure New System. The System Configuration Wizard opens. 2 On the Clustering page, specify the appropriate information for the new machines. 3 Click OK. Configuring the Subscription Portal From the earlier version of the Narrowcast Server system, copy the Subscription Portal and DBDriver property files located by default at Program Files\Common Files\MicroStrategy\Config to the location where the newer version of Narrowcast Server is installed. You can also configure the Subscription Portal using the System Configuration page in the Portal Administrator of the newer version of the Narrowcast Server system. Selecting the Create a Subscription Portal Site check box creates a new portal repository at the same location. However, since the Portal Repository from the existing version of Narrowcast Server is available, creating a new portal site is not required. 2018, MicroStrategy Inc. 28

29 Finalizing the upgrade process Once the repositories are copied and the copied system is upgraded, you must review and confirm the following points to ensure that the upgrade is complete: Review pre-/post-sql statements Because the Narrowcast Server system has inherited all the subscription sets from the existing Narrowcast Server system, all the pre-/post-sql instructions are available in the subscription sets. Review the pre-/post-sql statements and the database locations where the statements are executed. Reviewing these statements ensures that the service executions of the upgraded Narrowcast Server system do not interfere with the pre-/post-sql executions of the existing system. Check reconfiguration for custom modules Check whether reconfigurations are necessary in any of the custom modules, such as Information Sources and Transmitters, that you may have integrated into Narrowcast Server. After the upgrade, you must test whether the upgrade was successful. For information on testing the upgraded system, see Chapter 3, Testing the Upgrade , MicroStrategy Inc.

30 3 TESTING THE UPGRADE This chapter shows you how to test the upgraded Narrowcast Server system in your test environment. It assumes that you have already upgraded the Narrowcast Server system as described in Chapter 2, Upgrading the Test Environment. The high level steps to test the upgraded Narrowcast Server system are: 1 Modifying the configuration of the target system, page 30 2 Testing functional areas, page 32 3 Testing service execution behavior, page 35 4 Testing Subscription Portal behavior, page 36 The detailed steps for the procedures listed above are in this chapter. Modifying the configuration of the target system Before testing the upgraded Narrowcast Server system, you need to modify the configuration to prevent message delivery and data changes. The steps to modify the configuration of the Narrowcast Server system include modifying , file, print, SMS, portal delivery, and data warehouse. Start the Narrowcast Server system and modify the following functionality, using the steps that follow. delivery Modify the message output for the (SMTP) Information Transmitters to transmit messages to a test folder using the following steps. To modify delivery configuration 1 In Narrowcast Server Administrator, expand Administration, expand Information Transmitters, right-click (SMTP), and select Edit. The Information Transmitter - (SMTP) dialog box opens. 2018, MicroStrategy Inc. 30

31 2 Select the Show Advanced Properties check box to display the additional tabs. 3 On the Message Output tab, select the Save to File option to save the generated message files. The files are saved at the location specified in the Save to folder field. 4 Click OK. File delivery Modify the Device Editor General properties for a file to specify a test file location using the following steps. To modify file delivery configuration 1 In Narrowcast Server Administrator, expand Administration, expand Devices, and select File System. 2 Right-click the file device and select Edit. The Device Editor: Saved File for File dialog box opens. 3 Modify the file delivery path in the File location field. You can click Browse to navigate to and select a test location for file delivery. 4 Click OK. Print delivery Modify the Device Editor General properties for print delivery to specify a test printer location using the following steps. To modify print delivery configuration 1 In Narrowcast Server Administrator, expand Administration, expand Devices, and select Printer. 2 Right-click the print device and select Edit. The Device Editor: Default Printer for Print dialog box opens. 3 Modify the printer path by selecting a test printer from the Printer Location dropdown list. For information on adding a test printer, see the Narrowcast Server System Administrator Guide. 4 Click OK. SMS delivery Modify the SMSC IP address so that it no longer points to a valid destination, using the following steps. For example, you can use a test IP address to point to the test machine , MicroStrategy Inc.