The upgrade process consists of 3 steps:
- Backup required files and folders
- Un-install previous version of Cluster
- Install and start new version of Cluster
Note that you must take full backup of Intellicus Cluster installation folder and of the Intellicus repository database before starting step 2. Intellicus repository database stores all the reports, query objects and other user preference information.
Uninstall process retains few files, and does not delete them unless specifically mentioned in respective install document.
Ensure that newly installed Intellicus Cluster points to the same old repository database as its repository. During its first boot up, the new version of Intellicus report server automatically upgrades the repository schema and also upgrades all the objects to makes them compatible with new Intellicus Cluster. This is a non-reversible action. In case you decide to go back to previous version you must use the backed up repository database.
Backup System Files
License
Intellicus license is placed at
<installation folder>\IntellicusCluster\ClusterReportEngine\bin\
When you upgrade to new major you will need to upgrade your license too. You may need to send your old license to your Intellicus sales representative to request a new upgraded license file.
Connection Configurations
Intellicus connection configurations file encr_reportengine.dat is placed at
<installation folder>\IntellicusShared\ReportEngine\Config\
Do not over write this file during installation or restore from your backup. Using the old file report server will connect to all the databases that were configured earlier.
In case this file reportengine.dat file (apart from encr_reportengine.dat) exists in the same folder you must delete and destroy reportengine.dat for data security purposes.
Backup Folders and Files
The following folders and files should be backed up for any case of recovery. Each folder location and purpose of the files is mentioned below. There are no changes in these folders unless specified.
RPG
Purpose: Retains all saved report snapshots
Path: <installation folder>\IntellicusShared\ReportEngine\rpg
DATA
Purpose: Retains H2 database content. In case repository is set to HSQLDB or H2, then this folder contains all your repository content including reports and query object definitions.
Path: <installation folder>\IntellicusShared\ReportEngine\data
MAILS
Purpose: Stores mailer templates
Path: <installation folder>\IntellicusShared\ReportEngine\mails
ADHOC TEMPLATES
Purpose: Stores Ad hoc template files
Path: <installation folder>\IntellicusShared\ReportEngine\templates\adhoc
REPORT ENGINE PROPERTY FILE
Purpose: Stores Report Server Boot Up
Configurations
Path: <installationfolder>\IntellicusShared\ReportEngine\config\reportengine.properties
Method: Take a backup of previous version reportengine.properties. Installing new Intellicus Cluster allows it to overwrite this file.
Merge the property values of which you have made any changes specifically in your installation.
LANGUAGE BUNDLES
Path: IntellicusPortal\Jakarta\webapps\intellicus\client\lang
File: You may need to merge your customized en_US.xls entries into the newly installed file.
CONFIGURATION FILES
Purpose: Configuring behaviour of respective areas
Extended Input Validation configuration
Path: <installation folder>\IntellicusShared\ReportEngine\config
Backup these files, if exists, in case you have customized this file
File: exin_validations.xls
Formatting
Path: <installation folder>\IntellicusShared\ReportEngine\config
Backup these files, if exists, in case you have customized this file
File: formatmapping.xls
Database mapping
Path: <installation folder>\IntellicusShared\ReportEngine\config
Uninstall Intellicus Cluster 5.x
Windows
Here are the steps to uninstall Intellicus Cluster 5.x installed on Windows:
Stop Intellicus Cluster services
Stop Cluster Report Server and Web Portal from All Programs > Intellicus> IntellicusCluster.
Next click Uninstall Cluster Report Server.
You also need to uninstall Shared Report Server from Control Panel > Programs and Features.
Delete files and folders
Files
Uninstall program may not delete some of the files and folders. Delete following files:
For Windows XP / Windows 2003:
- C:\WINDOWS\system32\IntellicusEngineService.exe
- C:\WINDOWS\system32\IntellicusEngineService.ini
For Windows 2000:
- C:\WINNT\system32\IntellicusEngineService.exe
- C:\WINNT\system32\IntellicusEngineService.ini
Folders
- IntellicusPortal\Jakarta folder contains old compiled class files and old tomcat server. If this folder is not removed, Intellicus may continue using old files to give un-expected results or errors.
Delete IntellicusPortal\Jakarta folder. Path of this folder is:
<installation folder>\IntellicusPortal\Jakarta\
- IntellicusPortal\jre folder contains java runtime. If this folder is not removed, Intellicus may continue using old files to give un -expected results or errors.
Delete IntellicusPortal\jre folder, if exists. Path of this folder is:
<installation folder>\IntellicusPortal\jre\
- IntellicusCluster\ReportEngine folder contains old log files and other property files. If this folder is not removed, Intellicus may give un-expected results or errors.
Delete IntellicusCluster\ReportEngine folder. Path of this folder is:
<installation folder>\IntellicusCluster\ClusterReportEngine\bin\
Install Intellicus Cluster 7.x
Steps to Install Intellicus Cluster are provided in this document under section “Installation and Configuration”.
Restore 5.x configurations
After installing Intellicus Cluster 7.x, take these steps to re-apply old Intellicus Cluster custom configurations.
Note: Please stop Cluster Report Server and Web Portal before restoring the configuration.
Restoration points and Restore types
| Configuration/Files | Type of restoring |
| Encr_reportengine.dat | Restore old file |
| RPG folder | Restore old folder |
| Data folder | Restore old folder (See warnings below) |
| Mails | Restore old folder |
| Template files | Merge custom changes into newly installed templates
(See warnings below) |
| Resource bundler files | Merge custom changes into newly installed bundler files
(See warnings below) |
| ReportEngine.properties | Merge custom changes into newly installed report engine properties file |
| CategoryPropertiesInfo.xml | Ensure Newly installed file prevails |
| QOPropertiesInfo.xml | Ensure Newly installed file prevails |
| ReportPropertiesInfo.xml | Ensure Newly installed file prevails |
| exin_validations.xls | Merge custom changes into newly installed validations file |
| FormatMapping.xls | Merge custom changes into newly installed format mapping File |
| databasemapping.xls | Merge custom changes into newly installed database mapping file |
| ReportClient.properties | Merge custom changes into newly installed report client properties file |
Replace the contents of “data” folder
Place the backed up contents of “data” folder at path:
Windows
<installation folder>\IntellicusShared\ReportEngine\data
Replace the modified template files
Templates files are available at path (on server):
Windows
<installation folder>\IntellicusShared\ReportEngine\templates\adhoc
Restoring resource bundles
Restore the resource bundles folder at following location:
Windows
This folder is placed at path:
<installation folder>\IntellicusShared\ReportEngine\
Restoring en_US.xls
If you have modified “en_US.xls‟ language bundler file then you need to merge those changes in latest language bundler file present at path:
Windows
This folder is placed at path:
IntellicusPortal\Jakarta\webapps\intellicus\client\lang
Start new Intellicus Cluster
Windows
To start Cluster Report Server, click Start > All Programs > Intellicus > IntellicusCluster and then click respective shortcut.
To start Web Portal, click Start > All Programs > Intellicus > IntellicusPortal and then click respective shortcut.