Address customizations with post-upgrade versions

For items listed in the CSV file that you want to keep in the 9.3 upgrade, you must address how your customizations are applied with the 9.3 features available in post-upgrade versions of these items.

Perform the following steps to address your customizations with Pentaho 9.3 versions of items listed in the post-install report:

1. Navigate to the <root installation directory>/Pentaho__Installation directory.

2. Open the postInstallConfigReport.txt file in a text editor.

   This report contains the following sections:

   • These config files need merged

   • These config files were not updated by the upgrade, but were changed pre-upgrade

   • These config files were not found in the upgrade

   • These config files were identical to the upgraded files

3. For each item listed in the These config files need merged section of the post-install report, open both the existing version and the version with the .merge.post_upgrade extension to compare their differences.

4. Verify the differences between the item's two versions and perform one of the following actions:

   1. If the upgrade process changes are minor, such as a single date change, then retain your existing version by deleting the post-upgrade version.

   2. If your existing content and the Pentaho 9.3 changes both apply for your setup, then merge the differences of the two versions into one item with the same name as the existing version.

   3. If your existing content can be overwritten by the upgrade process changes, then replace the existing version with the post-upgrade version.

Your customizations now appear in your 9.3 Pentaho products.