You must take full backup of Intellicus installation folder and of the Intellicus repository database before starting the upgrade process. Intellicus repository database stores metadata of all the reports, query objects and other user preference information.
System Files
Let us look at some of the system files that may help with the backup during the upgrade process.
License
Intellicus license file is located at:
<installation folder>\Intellicus\ReportEngine\bin\
When you upgrade to the new major version, it is mandatory to upgrade your license too. You may need to send your old license to the Intellicus sales representative to request for a new upgraded license file. You also need to renew Intellicus product support contract; in case it is expired.
Connection Configurations
Intellicus connection configurations file Encr_ReportEngine.dat is placed at:
<installation folder>\Intellicus\ReportEngine\Config\
This file needs to be backed up for report server to connect to all the databases that were configured earlier.
Resource Bundles File
ENGINE – REPORT OUTPUT
Purpose: This is the resource bundler file that contains entries on what the report output should display in a specific language
Path: <installation folder>\Intellicus\ReportEngine\resourcebundles\en_US.xls
PORTAL UI
Purpose: This is the resource bundler file that contains entries on what the portal should display in a specific language
Path: <installation folder>\Intellicus\Jakarta\webapps\intellicus\client\lang\en_US.xls
You need to backup any other bundler file, if exists.
Report Engine Property File
Purpose: Stores Report Engine boot up configurations
Path: <installationfolder>\Intellicus\ReportEngine\config\ReportEngine.properties
Method: Take a backup of previous version report engine properties. While installing the new version, you will get a prompt to restore your files in Windows. However, for Linux and Mac, you need to manually restore this file in the Intellicus folder.
Report Client Property File
Purpose: Stores Report Client (web application) configurations
Path: <installationfolder>\Intellicus\Jakarta\webapps\intellicus\client\config\ReportClient.properties
Method: Take a backup of previous version report client properties. While installing the new version, you will get a prompt to restore your files in Windows. However, for Linux and Mac, you need to manually restore this file in the Intellicus folder.
Configuration Files
The following files should be backed up. Using these backed up files you can re-configure application behavior of respective areas.
EXTENDED INPUT VALIDATION CONFIGURATION
Purpose: Extended input validation prevents “SQL Injection” as well as expands scope of user input validation. Backup these files if you have customized this file
Path: <installation folder>\Intellicus\ReportEngine\config
File: exin_validations.xls
FORMATTING
Purpose: Backup these files if you have customized this file in case of any date formatting changes
Path: <installation folder>\Intellicus\ReportEngine\config
File: formatmapping.xls
DATABASE MAPPING
Purpose: To map date and time fields in Intellicus with their respective database fields
Path: <installation folder>\Intellicus\ReportEngine\config
File: databasemapping.xls
Other 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.
RPG
Purpose: Retains all published reports
Path: <installation folder>\Intellicus\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>\Intellicus\ReportEngine\data
CUBEDATA
Purpose: Retains built cube data
Path: <installation folder>\Intellicus\ReportEngine\cubedata
We recommend rebuilding all cubes in the new version.
MAILS
Purpose: Stores mailer templates for system-generated emails
Path: <installation folder>\Intellicus\ReportEngine\Config\messages\mails
TEMPLATES
Purpose: Stores the template files for ad hoc reports
Path: <installation folder>\Intellicus\ReportEngine\templates
Integration.xml
Purpose: integration.xml contains user synchronization specific configurations in case Intellicus is embedded in your application. In this case, you need to update/replace the same file in newer version of Intellicus.
Path: <installationfolder>\Intellicus\Jakarta\webapps\intellicus\Web-INF\integration.xml
web.xml
Purpose: In case, Intellicus client is part of your application deployed on the same server, you will need to merge new entries of Intellicus in your web.xml file
Path: <installationfolder>\Intellicus\Jakarta\webapps\intellicus\Web-INF\web.xml