Upgrade an instance

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1. Overview

This article shows you how to upgrade an existing Dundas BI instance using the Deployment application.

2. Review the release notes

Before upgrading, review the release notes as they may contain important information about changes in functionality with the latest release.

3. Review licensing

You may need a new license which can be applied during or after you run the upgrade procedure. Review the licensing rules below:

  • When upgrading between minor versions or revisions of Dundas BI (e.g., from version 2.5 to 2.5.1 where the first two digits are the same), you do not require a new license file. The upgraded Dundas BI instance should work the same as it did before with respect to licensing.
  • If you are upgrading between major versions (e.g., from 2.5.1 to 2.6 where the first two digits are different), then you do require a new retail license which you can obtain from your Dundas Account Executive. See Add a license for details on applying new licenses.

If you do require a new license, make sure you have obtained it from Dundas before starting the upgrade so you can apply it during the upgrade or immediately after the upgrade.

4. Download the latest version

To upgrade an existing instance of Dundas BI, you must first download the latest Dundas.BI.Setup program from the Dundas BI Support Site.

Go to My Account | My Downloads to see the list of available products.

5. Run the new Setup program

The Dundas.BI.Setup program which you downloaded from Dundas contains the new version of Dundas BI. You can verify that you have the correct version by opening the Properties dialog in Windows for this setup executable and viewing the Details tab.

When you run the setup program, it may ask you to upgrade the existing Dundas BI Deployment application that is already installed. Click Upgrade when you see this screen.

This is just a setup upgrade - your Dundas BI instance will be upgraded in a later step.

Dundas BI Setup Upgrade
Dundas BI Setup Upgrade

After the setup upgrade is complete, click Launch to open the Dundas BI Deployment application.

Click Launch
Click Launch

6. Upgrading an instance

You're now running the latest Dundas BI Deployment application.

In the main screen, click Deployments on the left. Then click Upgrade an instance.

Upgrade an instance
Upgrade an instance

6.1. Prerequisites

The upgrade installation requires a number of prerequisites to be installed before it can proceed further. If your system has all of the prerequisites, simply click Next to continue.

If your system is missing some of the prerequisites, install the missing prerequisites. Then return to this screen and review the Prerequisite details again. Once all of the checks have passed, click Next to continue.

Prerequisites
Prerequisites

6.2. License Agreement

You must agree to the terms of the Dundas BI License Agreement before proceeding. If you agree with the terms, select the given checkbox and then click Next to continue.

6.3. Select the instance for upgrade

In the Select an instance step, select the existing Dundas BI instance you want to upgrade.

Select an instance to upgrade
Select an instance to upgrade

Click Next to continue.

6.4. Upgrade Database Connection

In this step, you must decide whether to use the existing database connection settings for the Dundas BI application and warehouse databases, or enter different connection settings.

It is recommended to keep the existing settings but if you want to apply new settings, select that option and click Next. You will be allowed to enter the new settings exactly as if you were installing a new instance. See Installing Dundas BI for more details on setting up the Application Database and Warehouse Database.

Make sure the option to backup databases before upgrade is selected.

Upgrade Database Connection
Upgrade Database Connection

Click Next to continue.

6.5. License Configuration

The License Configuration step only appears if you are upgrading to a different major version, find more details in the article Dundas BI Versioning

In this case, indicate whether you want to use the Dundas BI evaluation license, or apply an actual license file obtained from Dundas.

Note that you can always apply a retail license after you've upgraded the instance (by going to the Admin screen). See Add a license for more details.

License Configuration
License Configuration

Paste the contents of the license file or browse for it
Paste the contents of the license file or browse for it

Click Next to continue.

6.6. Upgrade Existing Extensions

Select existing extensions to upgrade, such as the Export Extension.

Upgrade Existing Extensions
Upgrade Existing Extensions

Click Next to continue.

6.7. Review upgrade details

Review all of the options you selected one more time before proceeding with the upgrade installation.

You can also print the list of upgrade details from this screen.

Review upgrade details before proceeding
Review upgrade details before proceeding

If everything looks fine, click Upgrade to begin the upgrade installation.

Upgrade progress screen
Upgrade progress screen

6.8. Upgrading instance has Succeeded

When the upgrade installation completes, click the provided website link to begin using Dundas BI. This should be the same link as before.

You can also review the upgrade installation logs from this screen.

Upgrading instance has Succeeded
Upgrading instance has Succeeded

Click Finish to return to the Dundas BI Deployment application main screen.

7. Next steps

If you have a new Dundas BI retail license but did not apply it during the upgrade, log on to the upgraded Dundas BI instance as an administrator and apply the new license. See Add a license for more details.

8. See also

 

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri