Back up your existing Pentaho products and install Pentaho 9.3

Perform the following steps in the Pentaho Upgrade Installer to back up your existing installation and apply the new Pentaho 9.3 installation:

1. After you verify the items in the CSV file if you have any customizations, return to the Pentaho Upgrade installer and click Next to back up your existing Pentaho installation.

   Note: Contact customer support if your expected Pentaho products do not appear in the list. The Pentaho Upgrade Installer backs up your existing versions of the Pentaho products if you decide to restore the earlier version after upgrading to version 9.3. If you decide to restore the backup, see Restoring a Pentaho Upgrade Installer backup for instructions.

2. After the backup completes to 100% in the Backup window, click Next.

   The Pre-Installation Summary window appears, as shown in the following example:

   

   Pre-Installation Summary in Pentaho Upgrade Installer

   Note: If you cancel the upgrade process after the backup of your environment is created but before the 9.3 installation, this backup will not be used by the Pentaho Upgrade Installer in any future upgrade process. To remove this backup ZIP file, navigate to the ~/.pentaho/backup directory and delete the ZIP file related to the date when the backup was performed.

3. Verify the information in the pre-installation summary, then click Install.

   If the summary information is not what you expected, click Previous to modify any previous settings.

4. After the installation and configuration updates complete in the Installing Pentaho window, click Next.

   If errors occur, examine the log files for details about how to resolve the error. Depending on the error, you may need to contact customer support for help. The default location of the log files is <root installation directory>/Pentaho__Installation/logs.

   After the installation part of the upgrade process, a post-install report is generated to specify which files may have been modified from the default Pentaho setup for customizations.

5. In the Install Complete window, click Done to exit the Pentaho Upgrade Installer.

6. Apply the version 9.3 licenses to your upgraded Pentaho products.

   See the Administer Pentaho Data Integration and Analytics document for instructions on managing licenses.

7. (Optional) If you have modified any items from the default Pentaho setup for customizations, use the post-install report to determine which items need to be merged.

   Seen the Apply customizations post-upgrade task for instructions.

8. If you are upgrading your Pentaho Server, restart the Pentaho Server.

After you upgrade your Pentaho products, complete these Post-upgrade tasks to verify that your Pentaho configuration is ready to use.