InsightUnlimited Upgrades Best Practices July 2014 InsightUnlimited Version: 2012.2 and above Document Version: 1.1 Last Updated: July 29, 2014
Table of Contents Introduction... 4 Overview... 4 Audience... 4 Product Documentation... 4 Repository Backup... 5 Pre-upgrade Repository Maintenance... 7 Checklist... 7 Folder and Report Cleanup... 7 Links... 11 Obsolete Users... 13 Obsolete License Keys... 17 Reusable Inquiry Objects (RIO)... 18 Custom Templates... 20 Install and Test New InsightUnlimited Version... 24 Checklist... 24 Installation... 24 Repository Management... 26 Importing Standard Templates after Upgrading... 28 CustomerPK.xml File... 31 Editing Profiles... 32 Testing... 32 New InsightUnlimited Version in Production Environment... 33 Checklist... 33 Repository and Database Backups... 33 Repository Management... 33 Page 2 of 36
Clean up... 34 Other Affected Products... 35 Further Information... 36 Contacts... 36 Customer Support... 36 Notices and Disclaimer... 36 Page 3 of 36
Introduction Overview The purpose of this guide is share the best practices that we recommend doing as part of an upgrade of your InsightUnlimited product. Optimally, when you upgrade to a new release, you have a clean repository so that you are only upgrading active users, reports, etc. This way you can get your object repository to an optimal state in order to upgrade. So the beginning of this guide focuses on cleaning up your repository. The rest of the guide discusses the actual upgrade process. Certain sections begin with a checklist of items that are described in detail later throughout the section. This way advanced product users who are already familiar with the detailed steps can just use the checklist if desired. Audience This guide is written for InsightUnlimited Administrators. All the maintenance described throughout the guide is done in our Administrator application. As this is a Best Practices Guide, it is not intended to be a guide for your underlying ERP system or for full details on product functionality. Product Documentation For product functionality information beyond this guide, please refer to our user guides. Page 4 of 36
Repository Backup We highly recommend backing up your InsightUnlimited object repository on a regular basis, and especially prior to making any changes to the repository. Remember to save the backup files to a network location that is included with your regular disaster recovery services. To back up your repository: Either select the repository you wish to back up and click Backup on the Ribbon: or right-click on the repository and select Backup: Page 5 of 36
You are then prompted to save the RDF file to the location of your choice. NOTE: It is recommended to put the backup files into a designated backup folder and in the file name include the specific repository information (such as the repository name and current date) so that you can easily identify the backup files. If needed, once a repository is backed up, you can either use the Import function to bring in specific items from the backup, or the Restore function to bring in all items from the backup. Page 6 of 36
Pre-upgrade Repository Maintenance Checklist Folder and report cleanup Fix broken report links Remove obsolete users and user folders Remove obsolete license keys RIO cleanup Custom templates Folder and Report Cleanup Unused Reports We recommend that you identify unused reports and remove them prior to upgrading. In order to identify those reports that are not being used, search within the Documents folder and be sure to include the Accessed field in order to see the date last accessed for each report within the folder. If desired, you can export a list of all the reports within a folder. Detailed steps to do this are as follows. 1. Navigate to the Documents Folder within your repository. 2. Within the Documents Folder, expand the nodes as needed in order to view the desired results in the right panel. Page 7 of 36
3. To display the Accessed field, right-click in the gray bar at the top of the right panel to see all the available fields. Select the Accessed field: You can now see when the selected reports were last accessed: 4. If you wish to export the results in the right panel, right-click anywhere within the right panel. 5. Select Save List. You can then name, save and open the results within any spreadsheet application. Using the Search Functionality In InsightUnlimited Administrator, you can search for folders, templates and inquiries. This is particularly useful when items have been misplaced or incorrectly saved. You can also use the Search functionality to perform functions such as save, rename, delete, and export items, as well as create a spreadsheet with all results returned from the search. Page 8 of 36
To use the Search functionality: 1. Highlight the folder at the level you wish to search (such as everything under the Documents folder). 2. Either right-click and select Search or click the New Search button in the Ribbon. 3. This will open a new tab in the left panel called Search. Within the search panel you can define the search criteria that you wish to use by selecting the value from the Add Criteria drop-down and clicking on the + (add) button: 4. You can remove criteria from a search by clicking on the X (delete) button to the right of the defined field 5. You can also add the same criteria multiple times in order to search for more than one value. This approach will reduce the result set of a search, only showing the results where ALL criteria and values were met. 6. When you have defined your criteria, click the Search button. The results of your search are displayed in the right panel of the Search dialog. 7. To save a search for reuse, click Save. Use the File Save dialog to name and locate where you want to place the search. Page 9 of 36
8. To close the Search Panel, click Close. Alternatively, right-click on the tab header, and select Remove Tab Page: How to Open an Existing Search that has been Saved 1. Navigate to the saved search within the Documents folder on the left panel of InsightUnlimited Administrator. (If the file is not showing, you may need to click the Refresh button.) 2. In the right panel, right-click on your saved search and then select Open. 3. The search will open a new Search tab: 4. You can now use the Search functionality as normal. Same Report Name in Multiple Locations If you have a report saved in multiple locations, or even just the same report name being used for different reports, we recommend cleaning this up so that a report name is unique to a single report. To identify reports using the same name, you can use the Search functionality described above and run it wide open within the Documents folder. Page 10 of 36
Once you click Search and are seeing the results in the right panel, click on the Name column to alphabetize the reports as shown below: Links One of the very useful functionalities within InsightUnlimited products is the ability to link between reports in order to connect one or more reports together. We recommend that you search for any broken links between reports and fix them prior to upgrading to a new release. The Update Links functionality in InsightUnlimited Administrator allows you to quickly analyze multiple inquiries and view links between inquiries. You can view all links, only valid links or only broken links. When viewing broken links, you can uncover instances where links to other inquiries/templates are not functional and then fix them accordingly. To use the Update Links functionality: 1. Right-click on a specific document or folder (even the entire Documents Folder) and select Update Links. 2. This brings up the Update Links dialog: Page 11 of 36
3. Use the drop-down next to Show Links to filter on Broken/Valid/All Links. 4. Click Analyze. 5. The information returned includes the following: Status link status (broken or valid) Link Name name of the link used within the application Source Report the report from which you are linking Source Report Location saved location of the source report Type type of document (template or inquiry) Source Module module to which the source report belongs Links To the report to which you are linking Target Location location of the target/destination report Target Module module to which the target report belongs 6. To change a link, highlight a specific row* and click Change Link. 7. Navigate to the new inquiry to which you wish to link. 8. Click Open. 9. Back in the Update Links dialog, if you click Analyze again you will see the link status has changed. 10. To save the results list in the Update Links dialog, click Save List to save it as a spreadsheet compatible spreadsheet. 11. Click Close to exit the dialog. If you have multiple reports sharing the same link that you are updating, you can fix them at the same time using multi-select. Select all the affected reports by highlighting them and using the Ctrl key, then selecting Change Link. The link that you change will be updated in all the selected reports. Page 12 of 36
Obsolete Users We recommend that you remove the InsightUnlimited user profiles for those that are no longer being used. You can run a report to determine the last login date for all users to help identify those who are no longer using the software. Once you identify any obsolete users, you will need to unassign any license assignments associated with that user. Then you will also want to review that user s saved reports to determine whether they should be removed or moved to a different folder. At that point you can then delete that user s document folders. User Report: Last Login To run a report to find the last login date for the user, follow the below steps: 1. Navigate to the Users and Groups Folder within your repository. 2. Within the Users and Groups Folder, expand the nodes as needed in order to view the desired results in the right panel. 3. To display the Last Login field, right-click in the gray bar at the top of the right panel to see all the available fields. Select the Last Login field: Page 13 of 36
You can now see when users under the selected group last logged into the product: 4. If you wish to export the results in the right panel, right-click anywhere within the right panel. 5. Select Save List. You can then name, save and open the results within any spreadsheet application. Page 14 of 36
License Information / Unassign Licenses To confirm whether a specific user has an InsightUnlimited license assigned to them, go into License Assignments. 1. Navigate to the Users and Groups folder within your repository and expand this node. 2. Select Everyone and click on the Assign Licenses button on the Ribbon (or, alternatively, right-click on Everyone and select License Assignments). 3. You will see the license assignments, by user, in the bottom half of the screen, according to the selected license at the top of the screen: 4. To un-assign any modules, click the checkbox next to ones that are currently marked in order to un-select them. (Note that any checkboxes that are grayed out belong to a different license key than that which is chosen in the Selected License Key field.) 5. If you need to un-assign licenses that were assigned under a different license key, use the drop-down next to Selected License Key to select the appropriate license key. You can then un-assign licenses, as needed, for that key. Page 15 of 36
Remove User 1. Navigate to the Users and Groups folder within your repository and expand this node. 2. Locate the user you wish to permanently remove, whether it is under the Everyone level or in a specific group underneath Everyone. 3. Right-click on the user and select Delete. 4. You will be prompted to confirm whether to permanently delete this user. Click Yes if you wish to do proceed. Remove User Folder Once you have removed a user from with User and Groups in your repository, you will also want to review that user s saved reports and then determine whether they should be removed completely or moved to a different folder. 1. Navigate to the Documents folder within your repository. 2. Expand this node and then expand the User Folders node beneath it. 3. Expand the node belonging to the deleted user and select the My Inquiries folder. 4. Review the folders and inquiries contained in the user s My Inquiries folder, determining whether they should be removed completely or moved to another folder. 5. If the inquiries/folders are moved to another parent folder, be sure to verify that the Permissions are set as needed so that a different InsightUnlimited user can use them. (Keep in mind that permissions on a folder must be set as well as the permissions on the individual inquiries.) 6. Once finished, remove the user folder directly under User Folders by right-clicking on the user s name and selecting Delete: Page 16 of 36
7. You will be prompted to confirm whether you want to permanently delete this folder and all its contents, meaning every folder and inquiry contained within it. Click Yes if you wish to proceed. Obsolete License Keys We recommend removing any obsolete InsightUnlimited license keys so there is no confusion over which key(s) are being used. This would include any license keys that have expired and will not be replaced with another key, such as a temporary license key for a particular module. Before being able to delete an old license key, you must be sure that there are no license assignments for this key. This is done within the License Assignments dialog. 1. Navigate to the Users and Groups folder within your repository and expand this node. 2. Select Everyone and click on the Assign Licenses button on the Ribbon (or, alternatively, right-click on Everyone and select License Assignments). 3. Using the drop-down next to Selected License Key, select the license key you wish to remove. You will see the license assignments, by user, in the bottom half of the screen. Page 17 of 36
4. To un-assign any modules, click the checkbox next to ones that are currently marked in order to un-select them. (Note that any checkboxes that are grayed out belong to a different license key. The license key they have been assigned under must be selected at the top of the screen in order to manage them.) To delete an obsolete license key, go to the Manage Keys dialog. 1. Navigate to the Users and Groups folder within your repository and expand this node. 2. Select Everyone and click on the Manage Keys button on the Ribbon (or, alternatively, right-click on Everyone and select License Keys). 3. Select the license key you wish to delete and select Remove. 4. Because this action cannot be undone, you will be asked to confirm whether you want to permanently remove the license key. Click OK if you wish to proceed. Reusable Inquiry Objects (RIO) Reusable Inquiry Objects, or RIOs, are report objects than can be stored in the repository for re-use on multiple reports. Objects such as Calculations, Time Series, User Defined Captions, Formatting, and Hierarchies can be stored into RIO by a user with a Configurator license. Reusable Inquiry Objects can be saved at the Global or Profile level, Global meaning it can be used across all Profiles, and Profile meaning the items are only available within the specified Profile (e.g. TEST vs PRODUCTION). We recommend that you save objects in Global RIO so that they are available for all Profiles, unless there is a reason to limit the use of the object to a specific Profile. Prior to upgrading, we recommend you review and do the following when needed: Use our recommended RIO folder structure. Review any saved RIO objects to confirm that they are stored at Global level rather than Profile level whenever applicable. If needed, move the RIO objects. Page 18 of 36
Recommended RIO Folder Structure 1. Create a folder for each type of object in RIO, for example: Hierarchies, Calculations, Time Series, User Defined Captions, Formatting, Selectors. 2. Under the Hierarchy folder, create a separate subfolder for each individual hierarchy. When saving a hierarchy into RIO, the associated hierarchy formatting should be saved in RIO into the same folder as the hierarchy itself. Then power users are able to easily check out to their reports the entire hierarchy definition including formatting. 3. Create subfolders to group items into meaningful groups. Following are common subfolder structures: a. Example 1 Calculations: One subfolder per module b. Example 2 Formats: One subfolder for each type of format (except hierarchy formats*) c. Example 3 Hierarchies * : One subfolder per unique hierarchy d. Example 4 User Defined Captions: One subfolder for each type of caption Following is an illustration of the recommended RIO folder structure: Calculations (per module) GL AP AR Formats (by type of format) Conditional Subtitles Subtotals Columns Hierarchies* (per unique hierarchy) Income Statement Balance Sheet Expenses Tax Reporting User Defined Captions (by type of caption) Periods Years Ledgers Category Codes Page 19 of 36
It is recommended that once the RIO folder structure is set, the ability for users to change the structure should be disabled. Future changes to the hierarchy folder structure should be made by a system administrator, not end users. This will keep the RIO folder structure more clean and manageable over time. Moving RIO Objects If you do wish to move a RIO object from the Profile level to the Global level, you would need to do this from within each inquiry that contains that object. Someone with a Configurator license can do this following the below steps: 1. Open an inquiry that is subscribed to the Reusable Inquiry Object. 2. From the Inquiry Objects menu, go to Reusable Inquiry Objects. 3. Move the actual Inquiry Object on the left panel to the Global folder on the right panel (using the recommended RIO folder structure). 4. Unsubscribe to the Profile-specific RIO object in the right panel. 5. For subsequent inquiries containing that object, it now exists as a Global object so you would just need to subscribe to the Global object within the inquiry and unsubscribe to the Profile-specific object. The reason we do not recommend moving a Reusable Inquiry Object between libraries (meaning between a Profile-specific RIO library and the Global library) is that this results in unsubscribing all inquiries from it. So if you have 5 reports that contain the Reusable Inquiry Object, upon moving the object to another library (either through InsightUnlimited Administrator or through InsightUnlimited Reporting), the subscription to that object will be removed and will no longer be part of those reports. Custom Templates Modifying Standard InsightUnlimited Templates We always recommend that if you modify a template, you save it with a different name so that you do not overwrite the standard templates. When the InsightUnlimited application is installed or upgraded, it will overwrite the standard templates that have previously been installed. The overwriting of the templates is now controlled by the Last Modified By field. If this field is set to "InsightSoftware.com", the template will be overwritten by the one in the standardtemplates.rdf. However, if this is set to anything else, the file will not be overwritten. To provide added visibility as to whether a template is custom (created by the customer) or standard (delivered by InsightSoftware.com) we recommend saving the new templates using a different name and using the permissions system to hide access to the original templates. Page 20 of 36
This provides better visibility to your custom templates and helps make sure that they are not overwritten by an upgrade process. Verifying the Standard InsightUnlimitedTemplates Prior to upgrading, we recommend that you verify the standard templates have not been overwritten. In order to identify these reports, search within the Documents > Templates folder and be sure to include the Last Modified By field. You can determine those that have been modified by the user who last modified the template (any template with a user other than InsightSoftware.com indicates a modified template) and last modified date (a date different from that of the other templates indicates a modified template). If desired, you can export a list of all the templates. Detailed steps to do this are as follows. 1. Navigate to the Documents Folder within your repository, expand it, and select the Templates Folder. 2. Within the Templates Folder, expand the nodes as needed in order to view the desired results in the right panel. 3. To display the Last Modified By field, right-click in the gray bar at the top of the right panel to see all the available fields. Select the Last Modified By field: Page 21 of 36
4. You can now see who last modified the selected templates. In this case, the As Of Invoices template has been modified by a user named Demo and will no longer be updated with the upgrade process. 5. If you wish to export the results in the right panel, right-click anywhere within the right panel. 6. Select Save List. You can then name, save and open the results within any spreadsheet application. Page 22 of 36
Renaming Customized Templates If you find that any standard templates have been modified, you will need to rename them before completing the upgrade. Prior to going through the Profile Edit in the upgrade process, rename the modified templates, preferably using our recommended naming convention for custom templates. If the customized templates are renamed prior to going through the Profile Edit, then the standard template will get imported properly during this process. Recommended Naming Convention for Custom Templates Start with company name or company prefix, but maintain the original template name after the prefix. Examples: XYZ-GL Balances or XYZ-GL Transactions, where XYZ represents your company. NOTE: Once you have published a company-specific replacement for an original template, the administrator should hide the original template by denying access via permissions. InsightSoftware.com-created Custom Templates If you have custom templates that InsightSoftware.com specifically created for your company/organization, you have 2 custom files that are in the InsightUnlimited installation path: customdci.dll and custom.xml. When you upgrade to a new InsightUnlimited version, you need to copy and paste these files from the old install path to the new install path. (If you are not sure whether you have these types of files, check the install path of your current version to see if they are there.) Page 23 of 36
Install and Test New InsightUnlimited Version Checklist Installation Repository Management Import Standard Templates CustomerPK.xml File Edit Profiles Testing Installation Our Customer Support Department can provide you with the link to download the new InsightUnlimited version as well as answer other upgrade questions you may have. They will recommend that you clean up your older repository first, as discussed throughout this document, prior to upgrading. Once you have done that, you will be ready to install the new version and test the new version prior to your organization going live on it. Note: Installing on a Citrix Server Upgrades can be completed using InsightUnlimited Administrator on a Citrix server. If the upgrade is done on a Citrix server, it is important for you to first be sure you have the required permissions and available space to do the upgrade there. (We have found that some clients run into an issue with size limitations and permissions when doing the backup and restore on the Citrix server.) Once you have determined you have the space available to do the upgrade, make sure you are on the Citrix server directly and launch Insight Administrator on the server itself to do the upgrade. We do not recommend ever doing the upgrade from a Citrix-published InsightUnlimited Administration application. Page 24 of 36
Release Notes InsightSoftware.com provides Release Notes for each software version. These notes contain very helpful information about the new release such as resolved issues and, for new major release levels, new enhancements to the product. You can find the Release Notes at http://documentation.insightsoftware.com/ or one of our Customer Support Consultants can provide it to you. Database Script Customers using Oracle EBS are required to follow a database script, supplied by our Customer Support Department, which is specific to the InsightUnlimited version being installed. As part of the script, you are required to either enter the Insight schema you are currently using or create an entirely new one. If you are upgrading to a newer major release (e.g. 2012.2 SP3 to 2013.1 SP1), we recommend creating a brand new schema to contain the repository. If you are upgrading between service packs within a major release (e.g. 2012.2 SP1 to 2012.2 SP4), you can use the same schema, just adding a new repository relevant to the version of InsightUnlimited to which you are upgrading. Note that some customers prefer to use a new schema for every upgrade that they perform. A best practice is to name the username/schema after the release name so you can associate the name easily, for example IN2012_2. Unless there are customer processes in place which require any database changes to be first installed on a UAT/DEV/TEST environment, an InsightUnlimited upgrade can be performed directly on the production environment facilitating a live comparison of reports between the relevant versions before being released to the wider InsightUnlimited users. Page 25 of 36
Repository Management New Repository Once you have installed the new version, we recommend that you create a new test repository within the new version. (This repository will just be used for testing and once you go into production with the new version, you will create a new production repository.) Best practice for the naming convention is to include the version name and something to identify it as a test vs production repository, so for example t2012_2sp1 for the test repository for version 2012.2 SP1. NOTE: When upgrading to a new service pack within a major release, we recommend that you create a new repository. (You can still use the same database that is hosting the object repository.) When upgrading to a new major release, such as 2012.1 or 2012.2, we recommend that you create a new repository AND a new database. To create a new repository, follow the below steps: 1. Navigate to your Repository Database Connection, right-click, and select New > Repository. 2. Complete the required information in the New Repository dialog and then click OK. (Note that if you will be restoring from your backup repository file, you do NOT need to enter in your license key.) Page 26 of 36
3. Your new repository now displays under the Repository Database Connection. Restoring your Backup Repository Once you create your new repository, you can then restore your repository file that you saved from your previous InsightUnlimited version. Follow the steps below to do this. 1. Navigate to your new repository, right-click, and select Restore. 2. Navigate to your saved repository file from your previous version and select Open. 3. This will restore all objects that were in this repository file into your new repository. Page 27 of 36
Importing Standard Templates after Upgrading If customized templates are not given a unique name prior to completing the Edit Profile step of the upgrade process, then the standard templates associated with those templates that were modified will not be imported. In this situation, to force the standard templates to be imported after upgrading, follow the detailed steps below. 1. Navigate to the Import/Export Folder within your repository, right-click on it, and select Open File. 2. Navigate to the installation path, select Standard Templates.rdf and select Open. Page 28 of 36
3. Navigate to Import/Export > Documents > Templates. Then select the appropriate folder for the standard templates you wish view in the right panel. In the example below, the Accounts Payable folder is accessed so that the standard templates for that module appear in the right panel. 4. In the right panel, right-click on the standard template(s) you are interested in importing. In the example below, to copy the As Of Invoices template, right-click on As of Invoices and select Copy. Page 29 of 36
4. Navigate to the Documents > Templates folder within your repository. Then select the folder that contains the appropriate templates with which you are working. Right-click on this folder and select Paste. The standard templates should now appear within this folder. 5. Permissions can now be set for the standard template(s) you have imported so that everyone has Read access. Right-click on the desired template or folder and select Permissions. Page 30 of 36
6. Double-click on the appropriate Permissions you would like to allow for this template or folder. In the example below, Everyone is granted Read Permissions. 7. Steps 1-7 will need to be followed for each standard template or folder of templates that need to be imported into your Documents folder if this was not done during the upgrade process. Remember that permissions must be set at the folder level as well as at the template level. CustomerPK.xml File In the install path for your InsightUnlimited application, there is a file called CustomerPk.xml which Designer Express users can use to define your own primary keys (e.g. F55... tables). If changes are made to this file, the file must be copied from the install path of your old version into the install path of the new version. Timing is important on this because it must be done AFTER you have installed the new version, but PRIOR to going through the Profile in InsightUnlimited Administrator of the new version. If it is not done prior to editing the Profile, you will get an error at the end of the Profile wizard. If this happens, you can then copy the file from the install path of the old version to that of the new version, re-launch InsightUnlimited Administrator, and go through the Profile wizard. Page 31 of 36
Editing Profiles In your newly-created repository, you will need to go through the Profile Wizard for each Profile in order to be able to use each one in the new version. To do this, expand the Data Sources node and click on Profiles. Right-click on a profile and select Edit: Continue to walk through the Profile until you get through the entire Wizard and can click Finish. Do this for each Profile. Then they can be used in the new Insight version. Testing We strongly recommend testing your new InsightUnlimited version prior to going live on the version, and as a minimum test your critical reports as part of the testing phase. The reports you test should include important product functionality such as hierarchies, selectors, RIO, calculations, etc. We recommend testing 1 report from each template. Page 32 of 36
New InsightUnlimited Version in Production Environment Once you are ready to put the new version in your production environment, basically you will repeat the steps above, only this time doing it for your new production repository. Checklist Repository and Database Backups Repository Management Cleanup of Prior Repository Other Affected Products: InsightUnlimited Scheduler, InsightUnlimited Budgeting, 3 rd Party Products Repository and Database Backups Object Repository Backups Prior to going into production with your new version, be sure to back up your object repository in both your old version of InsightUnlimited and the new version that you have been testing in. (In the name of the backup repository file, just be sure to appropriately name it so that you know which backup is which; we recommend using the date and version name in the title of the backup file.) The reason you want to back up your repository in your old version is that you want to capture anything that has been changed since the last time that repository was backed up. Database Backup As part of the upgrade process, we recommend that prior to going into production with the new version of InsightUnlimited that the database hosting the Object Repository is included as part of the database backup routine. Repository Management New Repository First you will create a new repository that will be your production repository in the new InsightUnlimited version. Best practice for the naming convention is to include the version name and something to identify it as a test vs production repository, so for example p2012_2sp1 for the production repository version 2012.2 SP1. Page 33 of 36
Restoring Repository Once the new repository is created, you will restore from your prior version s production repository. Then the upgrade steps that were used as part of the test upgrade process should be duplicated in order to then go live on the upgraded version. These steps include: Importing the Standard Templates Editing the Profiles Updating any broken links between templates/inquiries. (This is important to do as templates name could have changed from the last release to the new one. Thus it is important to do this after importing the standard templates in order to include all additions and changes to the templates.) Removing Read Permissions to Profiles. Because you have multiple repositories now (a test repository and a production repository), each with its own Profile, you may want to remove the Read Permissions on those Profiles you do not wish users to access as you are moving them to a new production version of InsightUnlimited. Clean up Deleting the Old Repository We recommend keeping your repository backup file (rdf file) in case it should be needed in the future for any kind of restore or import. However once you are live on your new version, you should delete the old repository from within InsightUnlimited Administrator. To do this, right-click on the old repository (accessed in your previous version of InsightUnlimited Administrator) and click Delete: You will be asked to confirm this action by typing a specific sentence. Once you do this, the repository will be deleted in InsightUnlimited Administrator as well as in the database itself. Page 34 of 36
Uninstall the Previous Version of InsightUnlimited Once you have deleted the repository in your previous version, you can uninstall the previous version of InsightUnlimited. 1. Within the Control Panel wherever the previous version is installed, go to Uninstall or change a program on Windows. 2. Identify the version you wish to delete and uninstall it. 3. In Windows Explorer, navigate to the installation path of that version and delete any files still remaining. 4. Remove the shortcut by going to the Windows button, identifying the shortcut, rightclicking on it, and selecting Remove from this list. Other Affected Products InsightUnlimited Scheduler If you are using InsightUnlimited Scheduler, it is important to know that you cannot install a higher version of the application on top of an existing installation. You must first remove the previous service using Uninstall or change a program on Windows and then you can install the new version. (Once you have installed the new InsightUnlimited version, you can install the new version of InsightUnlimited Scheduler since InsightUnlimited Scheduler must be installed in the same folder as the standard InsightUnlimited release with which it is being used.) InsightUnlimited Budgeting If you are upgrading to a new major release of InsightUnlimited Budgeting, e.g. 2012.1 or 2013.1, you must create a new library/database/schema to hold the budgeting data. The new library/database/schema must be created on same database as your JDE data. Within InsightUnlimited Administrator, point to it in your Profile and make sure the user in the Data Connection has the ability to write to this database and to the F0902Z1 table. Prior to version Summer 2011, you must backup and restore at the database level. After that, it can be done in InsightUnlimited Administrator. 3rd Party Products If you are using InsightUnlimited with a 3 rd party product, such as Q Software, you may need to upgrade that product when you upgrade InsightUnlimited. Our Customer Support Team can offer guidance as to when this is recommended. Page 35 of 36
Upgrades Best Practices Further Information Contacts For more information regarding our products, please contact us at: Email Web info@insightsoftware.com www.insightsoftware.com Customer Support For product support, please create a case with our Customer Support Department. Support Portal http://supportportal.insightsoftware.com/ Notices and Disclaimer InsightUnlimited Reporting, InsightUnlimited Reconciler, InsightUnlimited Scheduler, InsightUnlimited Budgeting, InsightUnlimited Budgeting Lite, InsightUnlimited Designer, InsightUnlimited Console, InsightUnlimited Administrator and InsightUnlimited Personal Edition, are brand names of the InsightSoftware.com Group. InsightSoftware.com is a registered trademark of InsightSoftware.com Limited. Other product and company names mentioned herein may be the trademarks of their respective owners. The InsightSoftware.com Group is the owner or licensee of all intellectual property rights in this document, which are protected by copyright laws around the world. All such rights are reserved. The information contained in this document represents the current view of InsightSoftware.com on the issues discussed as of the date of publication. This document is for informational purposes only. InsightSoftware.com makes no representation, guarantee or warranty, expressed or implied, that the content of this document is accurate, complete or up to date. Page 36 of 36 2014 InsightSoftware.com International. All Rights Reserved.