Upgrading to IBM Cognos Controller 8.4 from a previous 8.x version

Transcription

1 Guideline Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Prduct(s): Cntrller 8.4.x Area f Interest: Upgrade/Migratin

2 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 2 Cpyright Cpyright 2008 Cgns ULC (frmerly Cgns Incrprated). Cgns ULC is an IBM Cmpany. While every attempt has been made t ensure that the infrmatin in this dcument is accurate and cmplete, sme typgraphical errrs r technical inaccuracies may exist. Cgns des nt accept respnsibility fr any kind f lss resulting frm the use f infrmatin cntained in this dcument. This dcument shws the publicatin date. The infrmatin cntained in this dcument is subject t change withut ntice. Any imprvements r changes t the infrmatin cntained in this dcument will be dcumented in subsequent editins. This dcument cntains prprietary infrmatin f Cgns. All rights are reserved. N part f this dcument may be cpied, phtcpied, reprduced, stred in a retrieval system, transmitted in any frm r by any means, r translated int anther language withut the prir written cnsent f Cgns. Cgns and the Cgns lg are trademarks f Cgns ULC (frmerly Cgns Incrprated) in the United States and/r ther cuntries. IBM and the IBM lg are trademarks f Internatinal Business Machines Crpratin in the United States, r ther cuntries, r bth. All ther names are trademarks r registered trademarks f their respective cmpanies. Infrmatin abut Cgns prducts can be fund at This dcument is maintained by the Best Practices, Prduct and Technlgy team. Yu can send cmments, suggestins, and additins t BestPractices- PrductandTechnlgy@cgns.cm.

3 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 3 Cntents 1 INTRODUCTION PURPOSE APPLICABILITY EXCLUSIONS AND EXCEPTIONS OVERVIEW AND PREREQUISITES SUMMARY DESCRIPTION OF TERMS USED IN THIS DOCUMENT... 6 MAIN PREREQUISITES ADDITIONAL PREREQUISITE - ONLY IF UPGRADING FROM CONTROLLER 8.1.X SERVER UPGRADE UNINSTALL EXISTING VERSION OF CONTROLLER 8.X CLIENT UNINSTALL EXISTING VERSION OF CONTROLLER 8.X SERVER INSTALLATION OF CONTROLLER 8.4 SERVER COGNOS CONFIGURATION CONTROLLER CONFIGURATION UPGRADING APPLICATION DATABASE SCHEMAS CONTROLLER CONFIGURATION UPGRADING DATA MART DATABASE SCHEMAS CONTROLLER CONFIGURATION RE-ENTERING AND RE-APPLYING CONTROLLER SETTINGS OPTIONAL ONLY REQUIRED IF USING ISAPI (NOT THE DEFAULT = CGI) UPGRADING END USER S CONTROLLER CLIENT VERSION OVERVIEW PRE-REQUISITES UPGRADING AN END USER S EXCEL LINK ON A STANDARD DESKTOP PC UPGRADING THE EXCEL LINK ON A CITRIX/TERMINAL SERVER TESTING LOGON OTHER TASKS OPTIMISE DATABASE APPENDICES APPENDIX A - CHECKING THE CONTROLLER INSTALLATION PARAMETERS APPENDIX B CITRIX/TERMINAL SERVICES WHEN USING ROAMING PROFILES... 28

4 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 4 1 Intrductin 1.1 Purpse This dcument is designed t be a simple/basic guide (cmplete with screenshts) fr hw t upgrade standard/basic Cntrller 8.x system t Cntrller Applicability Cntrller Exclusins and Exceptins I) This dcument is based n feedback t IBM Cgns Supprt. II) Official dcumentatin that cmes with the prduct (fr example ctrl_inst.pdf IBM Cgns 8 Cntrller Installatin and Cnfiguratin Guide (English) ) takes precedence ver this Prven Practice dcument III) Althugh this dcument demnstrates prven practices suitable fr mst envirnments, it is nt necessarily perfect fr all envirnments. IV) There are an infinite variety f pssible custmer requirements (different I.T. envirnments, different needs, different cnstraints), which means that there are many different ways t install/cnfigure Cntrller 8.4. Therefre the advice in this dcument may have t be mdified by the reader t fit in with their needs/envirnment. V) Using this dcument is best suited fr simple/standard deplyments, fr example test systems, single-server all-in-ne deplyments, and cnsultant s wn laptps. It is perfectly pssible t use these instructins as a guideline ( aide-memire ) fr upgrading mre cmplicated Cntrller deplyments, but extra care/precautins shuld be taken in these situatins. VI) This dcument is nly intended t be a basic guide. Custmers are recmmended t always emply an experienced Cgns technical cnsultant t perfrm any wrk (fr example an upgrade). Yur cnsultant will ensure that the risk is minimised f unexpected issues arising frm an upgrade. Ntes This dcument is based n Cntrller 8.4 RTM (released 27 th Nvember 2008) This dcument was last updated by the authr December 2 nd 2008.

5 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 5 2 Overview and Prerequisites 2.1 Summary This dcument is designed t be a simple/basic guide (cmplete with screenshts) fr hw t upgrade standard/basic Cntrller 8.x system t Cntrller 8.4. It is mainly based n upgrading an existing 8.2.x r 8.3.x system; hwever it des include infrmatin n the extra steps/tips if yu are upgrading an 8.1.x system. Cntrller is an imprtant prduct/system t its users. Therefre, care shuld be taken ver upgrading a Cntrller system. Therefre: In an ideal wrld, upgrading shuld nly t be dne by experienced IBM Cgns technical cnsultants Hwever, less experienced peple may wish t use this dcument (fr example fr upgrading test systems - r dem VMWare images). Hwever, this dcument may als be used by the I.T. administratrs f IBM Cgns Cntrller 8 custmers t upgrade their live systems, but nly at their wn risk. IMPORTANT: IBM Cgns 100% recmmends that all upgrades are dne n-site by an experienced IBM Cgns technical cnsultant, wh can ensure that the upgrade ges smthly. Hwever, if yu feel cnfident that yu have taken apprpriate safeguards (e.g. have plenty f dwntime, and have made adequate server and database backups) then (against IBM Cgns ideal best practices) custmers can use this dcument t help themselves perfrm the upgrade n their wn. This dcument assumes the fllwing: Yu are currently running a Cntrller 8.x release (nt 2.x) yu can check this by clicking help-abut inside the applicatin Yu wish t upgrade t Cntrller 8.4 RTM This was released in Nvember 2008 This versin is als knwn as versin (in help-abut inside the applicatin) The filename is cntrl_win32_ _ml.tar.gz ) when dwnlading frm IBM Cgns Als, we are assuming: There is nly ne (single) Cntrller 8.x applicatin server Cntrller has been installed in a standard/simple/ default way, with n special custmizatin The nly IBM Cgns applicatin n the APP server is Cntrller Fr example yu have nt gt the full IBM Cgns 8 BI sftware suite installed n it, and/r Cgns Planning etc. Yu have already gt a suitable backup f the server (fr example a full Ghst image), and yu are happy that yu have a fallback plan in place shuld anything unexpected happen during the upgrade This is purely as a precautin, in case f unexpected prblems.

6 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Descriptin f terms used in this dcument This dcument refers t terms such as the fllwing: Cntrller admin user Als knwn as the Cntrller service accunt r system accunt, r ften as the COM+ user. This is a Windws Dmain User accunt (created inside yur Windws NT/AD dmain), fr the purpse f running backgrund services (e.g. COM+) n behalf f Cntrller Cntrller User grup This is the Windws Dmain Grup that cntains all the users, including the Cntrller Admin User itself. Under certain special circumstances, Cntrller can authenticate users via this grup membership. In ther wrds, yu may nt be able t launch Cntrller if yu are nt a member f this grup, even if yu are a dmain administratr! Database/Micrsft SQL server Mst custmers use Micrsft SQL (2000 r 2005) as ppsed t Oracle (9i r 10G) as their database repsitry. This dcument shall therefre generally assume the use f Micrsft SQL. Applicatin Server This is yur Windws 2003 Server, which is running the Cntrller lgic. Assuming that the system has been installed n a single all-in-ne server, this server includes a COM+ service, a Cgns 8 BI Java applicatin and an ASP.NET website. Citrix Server / Micrsft Terminal Server Many custmers decide t deply the Cntrller 8 client via Citrix r Terminal Services (especially t remte/nn-lan users). Inside this dcument, fr the sake f simplicity, we shall refer t Terminal Servers as simply Citrix servers. Installatin directries the drive/flder used when installing Cntrller. This may be different fr each server (e.g. applicatin server and Citrix server). By default, it is: C:\Prgram Files\Cgns\c8 Enhanced Reprting Optimizatin settings als knwn as ERO and Optimise2 fr mst situatins, these settings include: a path t a netwrk share a Windws username/passwrd (fr share access) a subflder (if necessary) These settings are used t temprarily stre files fr bulk inserts int the database NOTE: Optimise2 was nt pssible with Cntrller 8.1; therefre yu will nt have printscreens with this infrmatin available n yur existing 8.1 implementatin. TIP: All f the abve infrmatin will have been given t yu if the system was installed by IBM Cgns, as part f the Custmer Visit Reprt (CVR) that the technical cnsultant prvides after the visit. Hwever, if yu are uncertain f the values, there are methds f duble-checking see Appendix A.

7 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Main Prerequisites Ensure that all users are aware that the Cntrller system will be unavailable. Assuming the upgrade is perfrmed by an efficient and experienced persn, then: the server upgrade prcess shuld take apprximately 1 hur the client upgrade prcess shuld take apprx 5 minutes fr each client Naturally, if yu are inexperienced, then the prcess will take lnger. Check that all yur database(s) (in ther wrds, bth the applicatin databases and the CntentStre database) have been successfully backed-up recently (fr example, the night befre) this upgrade will alter the applicatin database schema and thus render the database unreadable t any earlier versin f Cntrller Therefre, in the unlikely event f an issue with the upgrade, yu wuld need t revert the database back t the versin befre the upgrade. It will als upgrade the CntentStre, and thus render it ptentially unreadable t any earlier versin f Cntrller. Therefre, in the event f an issue with the upgrade, we may need t g back t the ld versin f the database. Vital: In later steps, there is requirement t apply sme settings t the Cgns Cnfiguratin and Cntrller Cnfiguratin prgrams. It is vital that these prgrams are launched befre the upgrade, and yu make a nte f all the settings (which we shall refer t later in the dcument). Therefre, befre prceeding: launch Cgns Cntrller Cnfiguratin frm the Start Menu take print-screens f all the current settings and paste them int a Wrd dcument fr reference purpses. Fr example, here is ne f the screens that yu shuld take a cpy f:

8 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 8 Repeat the abve, taking print-screens f everything, until all infrmatin inside every sectin is captured TIP: In additin t the abve, as an additinal safety precautin, it is wise (see KB ) t exprt the current cnfiguratin t a file. Click "File - Exprt As" When prmpted, chse "yes" t exprt decrypted cntent Chse a new flder (fr example, nt the desktp ) Save the file as cgstartup.xml Keep this file safe. Repeat the abve fr Cgns Cntrller Cnfiguratin Fr example: Repeat the abve print-screen until all infrmatin inside each and every sectin is captured By perfrming the abve, this will allw yu t refer back t yur settings later, when yu are asked t enter the apprpriate values. If the abve cnditins have been met, then please prceed.

9 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 9 IMPORTANT: Cntrller 8.3 uses a different versin f JAVA frm previus versins (8.2 r 8.1). Therefre, befre cntinuing, please mdify the Windws system variable JAVA_HOME The default (ld) setting is C:\Prgram Files\cgns\c8\bin\jre\1.4.2 The default (crrect) setting is C:\Prgram Files\cgns\c8\bin\jre\1.5.0 Afterwards, yu must rebt the Cntrller applicatin server. TIP: Fr mre infrmatin, see KB Cannt start Cgns 8 Service after upgrading t Cntrller 8.3 VITAL: Yu MUST install the Service Pack 1 versin f.net 2.0 ( NetFx20SP1_x86.exe ), *nt* the riginal versin ( dtnetfx.exe ). Service Pack 1 can give huge perfrmance increases sme Cntrller tasks run three times quicker when using.net 2.0 SP1. Therefre, please check t ensure that the applicatin server has.net Framewrk 2.0 Service Pack 1 listed inside Add/Remve Prgrams : If nt, then install the file NetFx20SP1_x86.exe (apprx 24Mb) n the applicatin server It is knwn as Micrsft.NET Framewrk 2.0 Service Pack 1 (x86) As this dcument was written, it was currently dwnladable frm here: TIP: Keep a cpy f this file safe, because we shall use it later (t upgrade each client PC)

10 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Additinal Prerequisite - ONLY if upgrading frm Cntrller 8.1.x TIP: The extra steps inside this sectin are nly necessary if yu are upgrading frm Cntrller 8.1.x. This is because 8.2 and 8.3 use Micrsft.NET Framewrk 2.0 (cmpared with.net Framewrk 1.1 fr Cntrller 8.1.x). 1. Lgn t the Cntrller Applicatin server 2. Install.NET Framewrk 2.0 SP1 client this is the file NetFx20SP1_x86.exe (apprx 24Mb) It is knwn as Micrsft.NET Framewrk 2.0 Service Pack 1 (x86) As this dcument was written, it was currently dwnladable frm here: VITAL: Yu MUST use the Service Pack 1 versin f.net 2.0 ( NetFx20SP1_x86.exe ), *nt* the riginal versin ( dtnetfx.exe ). Service Pack 1 can give huge perfrmance increases sme Cntrller tasks run three times quicker when using.net 2.0 SP1. 3. After installatin, duble-check that ASP.NET v (see belw) Web Service Extensin has crrectly registered itself n yur IIS server, and is set t allwed 4. right-click n the default web site and chse prperties. 5. click n the ASP.NET tab

11 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin change the prperties s that the ASP.NET versin is set t Fr perfrmance increases, it is typically recmmended t disable Caspl internet certificate checking by running the fllwing cmmand: C:\WINDOWS\Micrsft.NET\Framewrk\v \CasPl.exe -e ff 8. Finally, there is a requirement t cnfigure a.net 2.0 trust, s that the applicatin server trust itself. The quickest way t d this is fr is t run the fllwing batch file line. Create a batch file (e.g. Cntrller_NET2.0_caspl_trust.bat ) with the cntents similar t the ff REM Batch file created by Richard.Cllins@Cgns.cm REM last updated - 28th March 2007 REM REM Fllwing lines add a.net 2.0 trust REM REM Make sure that yu change the "servername"... REM...t yur Cntrller applicatin server's name... REM...which may be NETBIOS r FQDN as apprpriate REM REM Mdify "Cntrller_servername" and "Cntrller_descriptin" REM if required (ptinal) c: cd %windir%\micrsft.net\framewrk\v caspl -q -m -ag "All_Cde" -url FullTrust -name "Cntrller_servername" -d "Cntrller_descriptin" Naturally, replace servername with the name f the applicatin server (and, ptinally, the descriptin part). Finally, duble-click n this batch file t implement it (i.e. n the APP server itself).

12 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 12 3 Server Upgrade 3.1 Uninstall existing versin f Cntrller 8.x client 1. Lgn t the applicatin server lcally n the cnsle TIP: Assuming that yur server is running Windws 2003 server, yu can cnnect t the cnsle sessin using the cmmand: mstsc.exe /cnsle Alternatively, physically lgn t the server at its cnsle (e.g. by walking up t it in the server rm) Alternatively, cnnect t the cnsle sessin by using VNC r PCAnywhere 2. Disable new lgns n the server t ensure that n remte users are using the system: - launch a DOS prmpt - change lgn /disable 3. Check n users are running a remte sessin n the server - start run - TSADMIN (see belw) - check that yu are the nly user lgged nt the server (yu will be clred green see belw - lgff any ther users (if necessary) - duble-check that yu are cnnecting t the cnsle sessin (circled belw in red)

13 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Uninstall the ld versin f the Cntrller client frm the server: - On the server, launch Add/Remve Prgrams : - Highlight Cgns 8 Cntrller Link Add-In (This will be named differently, depending n the versin f Cntrller yu have installed) - Click Remve - Cnfirm that yu want t uninstall the sftware - Repeat the abve fr Cgns Cntrller Frms Cnverter (in the unlikely event that this is als installed) Finally, repeat the abve fr each f the Citrix/Terminal servers (i.e. in additin t the applicatin server)

14 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Uninstall existing versin f Cntrller 8.x server Frm the Applicatin Server: Launch Start Prgrams Cgns8 Uninstall Cgns 8 Uninstall Cgns 8 - Click Next - At the fllwing screen, tick the bx next t Cgns Cntrller then next - After a few minutes, it will have uninstalled all (~246) cmpnents - Afterwards, click Finish TIP: At this stage (befre ging any further), please take a backup f the current residual files (thse left behind after the uninstall). Fr example, cpy the flder C:\Prgram Files\Cgns\C8 t a new lcatin (e.g. C:\Prgram Files\Cgns\C8.backup_befre_8.3_upgrade ). This is t make an archive f the ld cnfiguratin files. By ding the abve, it wuld make reverting t the previus Cntrller versin (in the event f issues) much easier.

15 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Installatin f Cntrller 8.4 Server Lgn t the Cntrller Applicatin Server and launch the install rutine frm the CD Fr example, duble-click n cntrl_win32_ _ml.tar\win32\issetup.exe During the install, yu are asked several questins. Assuming that yu nly have ne single applicatin server, then typically chse the fllwing defaults: Next I Accept, Next Next Next Next Next The install will start (typically 330 cmpnents). After it has cmpleted, click Finish. 3.4 Cgns Cnfiguratin Launch Cgns Cnfiguratin frm Start IBM Cgns 8 Cgns Cnfiguratin After this has launched, acknwledge the message t upgrade the cnfiguratin: TIP: If yu get an errr message here, similar t The current cryptgraphic infrmatin is nt cmpatible with the new JRE then see KB#

16 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 16 Click n the save buttn at the tp-left crner, then click OK t upgrade the reprt specificatins : Depending n yur envirnment, yu may receive the fllwing message: Typically, simply click yes Then click the green start buttn (see belw):

17 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Cntrller Cnfiguratin Upgrading applicatin database schemas Launch Cgns Cntrller Cnfiguratin n the Applicatin Server, by clicking n Start Prgrams Cgns 8 Cgns Cntrller Cgns Cntrller Cnfiguratin - Click database cnnectins and then highlight yur default database - Click n the green tick (see abve) and ensure that it says cnnectin succeeded - Click n the green play icn (next t the tick ) - At the fllwing screen, ntice hw the current DB Versin (678) is lwer than the new DB versin (707): IMPORTANT: MAKE SURE THAT YOUR SCREEN ABOVE IS FILLED IN SIMILARLY TO THE ABOVE (i.e. there is a number inside Actual ) BEFORE PROCEEDING (therwise yu culd crrupt yur SQL server) - Click n Run-Steps t update the numbers (i.e. in the case abve, it wuld be frm 678 t 707, but fr Cntrller 8.4 RTM the number will be 737) - Afterwards, nce yu ve seen all prcesses cmpleted click Clse Repeat the abve prcess t upgrade all ther databases

18 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Cntrller Cnfiguratin Upgrading Data Mart database schemas Repeat the instructins in the previus sectin, but this time: Click n the DmCnv tab (instead f the DbCnv tab): Click n Run Steps t ensure that all data mart schemas are upgraded t the latest number (39) Repeat the abve prcess t upgrade the Data Mart (DmCnv) versin fr all ther databases

19 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Cntrller Cnfiguratin Re-entering and re-applying Cntrller settings In this sectin, we shall refer t the series f print-screens that yu have previusly created during the prerequisites sectin. This will give yu the exact values/settings t type in/cnfigure. Firstly, click n COM+ Server, and add the apprpriate infrmatin here, such as: Click n Batch Services and make sure that nly ne batch service is running (see belw):

20 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 20 Click n Reprt Server IMPORTANT: t ensure that the reprt server settings are 100% crrectly saved, please: change the value inside Reprt Server frm t then click SAVE nw change it *back again* (frm t and click save Then click n the green tick, and ensure that Verificatin Succeeded appears in the bttm-left crner Click n save (see abve): Nw ensure that the Enhanced Reprting Optimizatin screen is filled in crrectly fr each cnnectin name (see belw fr an example):

21 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 21 Finally, check yur Client Distributin Server Cnfig settings: then remember t click the save buttn It is vital that all the screens (inside Cgns Cntrller Cnfiguratin) are exactly the same after the new install, as they were befre the upgrade.

22 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Optinal nly required if using ISAPI (nt the default = CGI) When Cntrller was first installed, it is pssible that Cntrller was cnfigured t use ISAPI and nt CGI fr its reprting. This is an ptinal cnfiguratin change that *may* give better perfrmance under certain circumstances. If this was dne, then perfrm/check the fllwing t ensure that ISAPI is re-enabled: launch Cgns Cnfiguratin Lcate Envirnment and then search fr Gateway URI Mdify entry t have cgnsisapi.dll instead f cgns.cgi at the end Click save Restart the Cgns8 BI service In additin, launch the fllwing: Ntepad.exe c:\prgram files\cgns\c8\webcntent\default.htm Mdify the entry frm cgns.cgi t cgnsisapi.dll instead: Repeat the abve fr the file: c:\prgram files\cgns\c8\webcntent\index.htm Finally, change the Reprt Server setting (inside Cntrller Cnfiguratin ) t use cgnsisapi.dll:

23 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 23 4 Upgrading end user s Cntrller client versin 4.1 Overview The Cntrller client cmprises f tw parts: ========================================================== 1) Main Cntrller prgram ( CCR.EXE nrmally launched frm a website) Fr mst custmers, CCR.EXE is launched (frm the client) directly frm the website. i.e. Fr these custmers, there is nthing mre t d. Hwever, there may be a reasn (e.g. fr sme custmers delivering Cntrller via Citrix) where the client (e.g. Citrix server r end user s PC) device has the CCR flder (cntaining CCR.EXE and the ther files) cpied lcally (i.e. nt his/her PC). If this is true, then this flder needs t be updated with the new CCR flder, [which is fund as a subflder f webcntent n the Applicatin server] => typically there is n actin required n the client PC regarding this part. ========================================================== 2) The Excel link (an add-in which is installed frm an.msi file) T upgrade, simply uninstall the ld versin f the Excel link (n each client PC and/r Citrix server). Afterwards, simply re-install the later versin in the same way as it was riginally installed. (Typically this means deplying the file CntrllerClient.MSI fr manual installs, and ClientAdmin.MSI when autmatically deplying via a tl such as Active Directry). ========================================================== 4.2 Pre-requisites The perfrmance f the Cntrller client can imprve dramatically if the Micrsft.NET Framewrk 2.0 is patched t the latest versin (Service Pack 1). Therefre: VITALLY Imprtant: Befre prceeding, yu *must* patch the client PC (and/r Citrix server) by upgrading the.net 2.0 client t SP1. T d this, simply install NetFx20SP1_x86.exe (see earlier in this dcument fr mre details).

24 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin Upgrading an end user s Excel link n a standard Desktp PC TIP: Lgn as an Administratr Open Add/Remve prgrams Highlight the ld Cntrller 8 Excel link Add-In sftware Click Remve Afterwards, install the new Excel link MSI file, by simply duble-clicking n the MSI file (e.g. CntrllerClient.MSI ) There are 3 different types f MSI file, each f which are inside the webcntent\ccr flder (n the applicatin server) IMPORTANT: Use the same type f MSI file as the PC previusly had installed (typically/by default, this is CntrllerClient.MSI) Fr mre infrmatin n the different MSI files, see KB# What is the difference between the different Cntrller 8.2 client MSI packages? 4.4 Upgrading the Excel link n a Citrix/Terminal Server Lgn as an Administratr Ensure n ther users/sessins running n the Citrix server Open Add/Remve prgrams Highlight the ld Cntrller 8 Excel link Add-In sftware Click Remve Nw we shall install the new Excel link MSI file. TIP: There are 3 different types f MSI file, each f which are inside the webcntent\ccr flder (n the applicatin server) IMPORTANT: Use the same type f MSI file as the PC previusly had installed (typically/by default, this is CntrllerClient.MSI) Fr mre infrmatin n the different MSI files, see KB# What is the difference between the different Cntrller 8.2 client MSI packages? T d this: Launch a cmmand prmpt change user /install duble-click n MSI file (fr example CntrllerClient.MSI) change user /execute Typically, this is all that has t be dne n a Citrix/Terminal server. Hwever, see Appendix B fr an extra cnsideratin that yu may need t cnsider, especially if yu are using Windws raming prfiles fr Terminal Services.

25 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 25 5 Testing 5.1 Lgn Launch the main Cntrller client (fr example and lgin. Click Help Abut and check that the versin f Cntrller has upgraded, as expected. Afterwards, launch Excel, and click Cntrller Abut Cntrller Excel link. Check that the versin f Cntrller has upgraded, as expected. Typically, this is all the testing that needs t be perfrmed. 5.2 Other tasks Optimise database Althugh the prgram may nt prmpt yu t d s, it wuld be ideal t run an Optimize (inside the applicatin) fr each database, as sn as yu can after the upgrade.

26 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 26 6 Appendices 6.1 Appendix A - Checking the Cntrller Installatin Parameters Cntrller admin user perfrm the fllwing n the Applicatin Server: Start settings Cntrl Panel Administrative Tls Cmpnent Services Expand the tp rw until yu see CgnsCntrller (see belw) Right-click n CgnsCntrller and chse prperties Click n identity The Cntrller admin user (a service/system accunt) is shwn (see belw) e.g. <yurdmain>\cntrller_admin :-

27 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 27 Cntrller User grup again, perfrm this n Applicatin Server Lcate the COGNOSCONTROLLER COM+ cmpnent (see abve) Expand Rles then FrangUsers (TIP: It may be called CgnsUsers r similar) then Users (see belw) The users grup is nw shwn (in this case, it s called BUILTIN\Users ). Typically, this is the grup everyne. Database/SQL server Perfrm the fllwing n yur Applicatin Server: Launch Cntrller Cnfiguratin Click n Database Cnnectins tab, and highlight ne f yur cnnectins This shws all the database cnnectins available t the users. The default database cnnectin name (i.e. the cnnectin name that the users click n inside Cntrller t cnnect t the live database) shuld be called default (highlighted abve) The actual physical database that this cnnectin name pints t may r may nt be the same as the cnnectin name

28 Upgrading t IBM Cgns Cntrller 8.4 frm a previus 8.x versin 28 Applicatin Server A Windws 2003 Server, which runs that Cntrller lgic, as part f several COM+ services. Citrix Server / Micrsft Terminal Server Fr sme custmers, they chse t deply entirely via Citrix/Terminal Server. Installatin directries the drive/flder used when installing Cntrller. This may be different fr each server Simply lgn t each applicatin/citrix server (and client PC if lcally installed) t find where Cntrller is installed (e.g. right-click and click prperties n Cntrller start menu item). Enhanced Reprting Optimizatin settings On yur applicatin server, launch Cntrller Cnfiguratin. Click n Enhanced Reprting Optimizatin Make a nte f yur settings fr each database cnnectin. After yu have upgraded Cntrller, yu may need t re-enter these settings (previus versins f Cntrller frgt these settings during an upgrade, but mre recent versins remember them). 6.2 Appendix B Citrix/Terminal Services when using Raming Prfiles Fr mst custmers (nt using Terminal Services raming prfiles) can ignre this sectin. Check whether yur dmain/active Directry is set t use Raming Prfiles fr Terminal Service sessins (NB this is a cmpletely separate setting frm Raming Prfiles fr nrmal Windws sessins (e.g. when the user lgs nt his/her Windws XP PC). Cnsider the prblem that wuld be caused if the users had raming prfiles fr multiple Citrix/Terminal servers. Since Cntrller creates/requires an Excel add-in fr their prfile, if the user lgs nt a Terminal Server (r Citrix server) that des nt have Cntrller installed (r has Cntrller installed t a different lcatin) then the user prfile (i.e. registry settings) will be pinting t files that either d nt exist r are in the wrng lcatin. Therefre the user will get errrs. In ther wrds, by default, when the user launches a sessin n a Citrix server with Cntrller installed, and then launches Excel, his/her prfile will try t pen the C:\Prgram Files\Cgns\CCR\CntrllerXL.xll addin. If they lgff, and then lgn t a Citrix server WITHOUT Cntrller installed, it will STILL try t pen this file but the file wuldn t exist, therefre they wuld get an errr! The easiest way t slve this is t remve the Excel add-in frm the default prfile n the Terminal Server, but manually add it as part f a published Excel batch file. T d this, n each Citrix/Terminal Server (whilst n users are lgged n): In a cmmand prmpt, type change user /install Launch Excel Tls add-ins. UNTICK the Cntrller add-in Cgns Cntrller link Exit Excel change user /execute The abve will have remved the autmatic lading f the add-in. Then publish the Cntrller Excel link add-in manually s that it pens the add-in manually: e.g. "C:\Prgram Files\Micrsft Office\Office\EXCEL.EXE" " C:\Prgram Files\Cgns\CCR\CntrllerXL.xll "