Before you begin

Before you can run the Pentaho Upgrade Installer, you must perform the following tasks:

• Verify that your system components are current. Your system components, such as web browsers or repository databases, must be up to date. To verify the system requirements, see Components Reference.

• When upgrading your environment, stop the server before performing backups and installation. For instructions on stopping the server, see Stop and start the Pentaho Server and repository.

• Review your customizations.

  • For an archive installation, reviewing customization files helps you know which items to specify for inclusion in the post-install report that the upgrade installer generates. You can reference the post-install report while merging customization files back into your installation after upgrading your Pentaho products.

  • For a manual installation, reviewing customizations helps you know which backup files to compare to post-upgrade files so that you can manually merge customization files back into your installation.

• If you are upgrading a manual installation, back up the following files and folders in the <root installation directory>/Pentaho__Installation folder of your manual installation:

  • pentaho.war

  • pentaho-style.war

  • Content and folders inside the pentaho-server/pentaho-solutions folder

• If you are using Hadoop clusters with your Pentaho products, review and back up your site.xml files.

  Note: The upgrade process does not retain the drivers for your Hadoop clusters. You must re-install your drivers after completing the upgrade process. For instructions on installing Hadoop clusters, see Install drivers for your Hadoop clusters.

• If you are using plugins with your Pentaho products, review and back up your plugins to a separate directory structure. The upgrade process does not retain your plugins. You must re-apply your plugins after completing the upgrade process. For instructions on applying plugins, see Apply your plugins.

• Verify that no users are logged on to the server. As a best practice, plan to perform the upgrade process of the Pentaho Server during off-business hours to minimize the impact on your day-to-day operations.

• Before installing the Pentaho Upgrade Installer, verify that you have the most recent version of Java installed and that the JAVA_HOME environment variable is set to that version of Java. To verify Java version requirements, see Components Reference.