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Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
How to Upgrade Your Applications From 9.X to 10Jacek PapuckiSupport Specialist, Premium EMEA
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
• Top upgrade challenges
• Typical upgrade workflow – The six phases
• Documents, Flash and 10.x
• Integrity Manager, Command Manager
• Performance, Cubes
• Web Customizations upgrade
• MicroStrategy upgrade tips
• Differences between “Feature” and “Platform” release
Agenda
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
What defines a successful upgrade?
•Equal or better performance
•Meaningful introduction of new features
•User guidance
•Sufficient Tests
•Seamless migration
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Top Upgrade ChallengesUpgrade in a big picture
Underestimating the real effort and duration
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Top Upgrade Challenges
5
• Underestimating the scope and breadth of the upgrade
SCOPE
• Experience with new version, potential typical upgrade issues and environment
EXPERIENCE
• Knowing best practices and understanding when “the plan” is complete
KNOWLEDGE
• Regression testing cycles and best practices
TESTING
• Knowing how to manage Customization (SDK) updates
CUSTOMIZATIONS
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Big Picture
• New Server OS• New Hardware• New Warehouse and/or Metadata Platform• Authentication Mode Change• Application Security Changes
• Business schedules• BI Project releases• Holiday Freeze• IT Freeze • Allowable downtime• Code Freeze and Promotions• Time committed for testing• Tools – Integrity Manager/Config Wizard• Failover Plan, Backups
6
Common Planning Issue: Underestimating the Real Effort and Duration
Environment Considerations: Schedules/SLAs
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Typical Upgrade WorkflowThe six phases 6 phases of success and sandbox
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Standard Upgrade Phases
8
Typical upgrade workflow
Review Plan Dry Run Upgrade Test Release
Upgrade Monitoring
6 phases…
…all necessary for success.
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Phase 1: System Review
Mobilization• Software and License Keys• Identify Key Resources• Review Big Picture impacts• Assign Responsibilities
Gather Key Inputs• BI Project Inventory• BI Architecture• Current MSTR Deployment
Details• Certified and Supported
configurations
Recommendations• Ancillary software upgrades
needed• Hardware purchases to support
upgrade• Major delays to Plan
Review Plan Upgrade Test Release
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Phase 2: Upgrade Planning
Determine Upgrade Approach• Simple or Incremental• Customizations• Change Management
Determine Upgrade Approach**• Upgrade Execution
Plan - Milestones• Testing Plan• System Availability
Plan
Resource Model• Roles and
Responsibilities• Technical Support• Customer Resources• 3rd-party Application
Support
Pre-Requisites• Procure hardware /
virtual environments• Stand-up
Test/Upgrade Environment
• Network Connectivity and System Access
Review Plan Upgrade Test Release
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Small to medium MicroStrategy infrastructure Typical Upgrade Plan
WeeksbeforeProductionUpgrade-9 -8 -7 -6 -5 -4 -3 -2 -1 UpgradeWeek 1 2
Reviewenvironments,PlanSetupSandbox
TestsonSandboxDevelopandapplychanges
RefreshSandboxTestsonSandbox
UpgradepreparationActualUpgrade
Monitoring
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Phase 3: Dry Run Upgrade
Upgrade Server Components• Intelligence Servers• Mobile Server**• Web Servers• App Servers• Configuration Wizard
Upgrade Repositories & Customizations• Metadata• Enterprise Manager• History and Stats• Web and Mobile Customizations• Log all upgrade times
Upgrade User Tools• Integrity Manager• Desktop Developer• Command Manager
**NOTE: Mobile client upgrade has special considerations depending on Enterprise or App Store client
Review Plan Upgrade Test Release
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Phase 4 : Test and Fix
Test Preparation• Align resources and responsibilities• Confirm availability of key
resources (Business and Technical)• Issue resolution process/policy
Test Execution• User Testing• Regression and Data Integrity• Customizations• 3rd party integrations
Verification• Review Test results• Apply environment
upgrades as needed• “Go/No Go” decision for
Production release
Review Plan Upgrade Test Release
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Non-Prod Upgrades• Execute step-by-step upgrade plan• Server Components• Repositories• Ancillary applications (Mobile,
Narrowcast)
Prod Upgrade• Execute step-by-step upgrade plan• Server Components• Repositories• Ancillary applications (Mobile,
Narrowcast)• Release Test Users (critical)• Go / No-Go Decision
Release and Monitor• Open System for Users• Monitor (including DSS Errors)• Use Sandbox to test any
anomalies• Review upgrade project
Phases 5 and 6: Upgrade Release and Monitor
Review Plan Upgrade Test Release
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• Disconnected from live system
• Copy of your Production MD
• Verify System Settings/Drivers
• Compare Current PROD to 10.x
• Most time spent in this stage
• Intensive User Testing
• Timeline creation for final upgrades
• Source for creating documentation
• Creation and test of automated scripts
• Integrity Manager tests
• Relieves stress
Why a Sandbox?
Test new version with no interference!
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Documents, Flash and 10.xUpgrading existing Flash documents
Replacing Flash Widgets
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Flash
HTML5 is replacing Flash starting with MicroStrategy 10
HTML5
Documents, Flash and 10.x
• Flash is owned by Adobe and has fewer upgrades
• Adobe Flash Player must be installed
• Flash can run slowly on some platforms
• Flash is not supported on iOS
• HTML5 is controlled by a standards committee - World Wide Web Consortium (W3C) and can be developed by several developers.
• Flash Mode, Interactive Mode, and Express Mode have been depreciated in v10.x. Presentation Mode and Editable Mode are used to run the document
• Export to Flash has been depreciated in v10.x – unless an existing Flash document prior to v10.x has been run
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Upgrading existing Flash documentsDocuments, Flash and 10.x
• 9.X Flash Documents will still open in 10.x but users will see the mouse over “deprecated”
• Flash and Interactive Run modes will still be the default “unless” saved as Presentation or Editable
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
• Dashboard visualizations are built with HTML5 and provide a more modern look and feel than graphs available in documents
• Documents provide more breadth of visualizations and more powerful design capabilities
Flash Widgets are still available in v10.x under the Insert menu. However MicroStrategy strongly encourages users to use HTML5 based alternatives
Replacing Flash Widgets
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Integrity Manager, Command Manager
Example of a Data mismatch
Command Manager
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
• IM is designed to greatly expedite the time it takes to compare two different versions of the same project
• Ideal when test users are not available or time limited
• Great for Document testing/PDF compare
• Run Integrity Manager from your 10.x system
Integrity Manager
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Results summary XML will look like this and identify issues. Formatting issue:Integrity Manager
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Example of a Data mismatch Integrity Manager
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Integrity ManagerReal world insight
• IM files can be large so save them locally to compare
• PDF and data comparisons are very CPU intensive especially when run on a workstation
• Remember to set Desktop User permissions on Source and Target
• Be cognizant of firewall rules
• Saving static versions of the report/document saves time
• Use the Default Prompt answer for hierarchy/element prompts
• MSTR Version 9.4.x and later: The Data Engine in 10.x has changed, which in some cases can generate differences in your existing data. Running integrity manager will identify if you have any affected documents. You can resolve the issue for affected documents by recreating them. - clarification
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .25
Configure Enterprise Manager data loads
Use to make bulk changes
Use to make bulk changes
Command Manager
• Enterprise Manager 10.2 is not dependent on Operations Manager and Health Center and can be controlled through MicroStrategy Command Manager
• TN273206: Best practices for configuration of MicroStrategy Enterprise Manager 10.x
• Perform various administrative and application development tasks by using text commands that can be saved as scripts. Add, delete, or update enterprise-level MicroStrategy data associated with large numbers of users and user groups
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Upgrading your 9.x Cubes to PRIME
PRIME - Parallel Relational In-Memory Engine
Automatic Partition Attribute for MTDI Cubes
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PRIME - Parallel Relational In-Memory Engine
Flexible schema and partitioned data
Linear scalability to 1,000s of CPUs Tightly-coupled
interactive exploration
PARALLEL RELATIONAL ENGINE
3x to 10x faster7x to 20x more users
IN-MEMORY
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• Advanced options
• Multi-table Data Import
• Parallel loading
• Improved Dataset Join Behavior
PRIME Cubes
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Automatic Partition Attribute for MTDI Cubes
• The automatic partition feature allows the Analytical Engine to select the partition attribute for the user• The Analytical Engine will choose the partition attribute that is a best fit for the loaded data
No Partition
Manually picked partition attribute
(which in this case is not ideal)
Automatically Selected Partition Attribute
% Improvement when selectingthe right partition attribute
1. Aggregation (Lowest Level) 285.88 274.41 83.53 29.22%2. Average Aggregation 205.09 820.94 60.76 29.63%3. Count on Attribute 199.57 815.7 59.65 29.89%4. Partition parent 50% 135.88 706.977 38.96 28.67%5. Partition parent 90% 251.23 1288.93 71.01 28.26%6. Metric Qualification (No Aggregation) 17.89 17.38 4.83 27.00%7. Non Aggregation Metric 218.94 1025.52 62.97 28.76%
An example of the benefits of using the automatic partition attribute feature:
Notes:The test runs against a 30 GB Cube with 180 Million Rows (TPCH Benchmark Cube).
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iServer hardware:16-vCPU hardware
• RH Enterprise 6.3• 2 x Intel Xeon X5560 @ 2.8GHz• 144GB RAM• 248 SPECint_rate 2006
MSTR 10 vs. 9.4.1 – In Memory Analytics (Linux)
In Memory Analytics which involves typical reports.Designed specifically to replicate the cube query characteristics typical among MicroStrategy’s enterprise BI customers based on customer feedback through tech support.
The Kilocycles represent the query load (1 Kilocycle = 1000 user executions per hour)
0
1
2
3
4
5
60 5 10 15 20 25 30 35 40
Aver
age
Res
pons
e Ti
me
(sec
)
Power Rating (KiloCycles)
MSTR10 cube 8-partition MSTR10 cube non-partition
941 OLAP cube
Analytic complexity• Cube returns data 50 million rows and 45 columns• 57 view reports returned data:
• Range: 1 to 2,901,706 rows• Average: 56,257 rows
Data size:• Cube (8.25GB)
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Web Customizations Upgrade Plug-in Architecture andthings to consider
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Plug-in Architecture
Framework for plugging in customizations as modular piece of software into MicroStrategy web
Advantages• More extensible and customizable Web• Offers transparency in customization code• Facilitates portability of customization• Minimize impact on upgrades
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Pre-requisites Upgrade Tools
Things to consider
Upgrading environment with customization needs a few basic things
• 10.x environment with similar objects as 9.x• Common integration points as 9.x (LDAP/SSO, BPM engine, etc.)• Web applications hosted on a common web environment• Effective regression test plan
• Eclipse with relevant JRE• MicroStrategy 10.x customization editor• WinMerge (for windows) or FileMerge (for Mac)
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1. Obtain/Install vanilla copy of MicroStrategy 10.x web
2. Connect to MicroStrategy 10.x I-Server
3. Ensure OOTB reports/dashboard interaction is ok
4. Copy existing 9.x customizations under the plugin folder
5. Recompile Java code from source in plugins
6. Adjust customizations/plugins based on 10.x features
7. Test. Test. Test.
Things to considerCommon Upgrade Steps
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Differences between “Feature” and “Platform” release
Agile releases
Which suits you best?
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Agile Releases
36
A release every 3 months
Agile Releases ensures instant access to new features and functionality
• Improved means to incorporate feedback from customers
• Time-boxed schedules for features to be released frequently
• Ensures predictability in releases
• Instant access to latest features
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Platform release
Which will suits you best?
Feature release
37
Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved .
Platform release
Which suits you best?
Feature release
Platform versus Feature Release
• Widely adopted for most of our customers
• Do not anticipate adding new features to a Platform Release
• We will continue to issues patches and hotfixes for three years after the designation
• Expect Platform Releases to be made generally available about every 18 months
• Intend to make Feature Releases available about every 3 months
• Include new features and functionalities from the prior release
• Intended for customers that are willing to upgrade more frequently to receive our latest features and functionally
• Deliver enhancements to existing features, and defect corrections
• Incorporate all applicable defect corrections made in prior releases, hotfixes, and patches
• Feature release will be supported for 6 months after release
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MicroStrategy Upgrade Tips Time Saving Tips
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• Use Configuration Wizard!
• In LINUX increase “vm.max_map_count=5242880” (5.24MB)(see Install and Config Guide p.50)
• Use Silent Installation Script. “Options.txt” Slight change per environment
10 Upgrade Time Saving Tips
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• Don’t forget to upgrade your drivers to 64-bit
• Can’t set the Server Definition without doing this first
10 Upgrade Time Saving Tips
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• Use Command Manager to script any changes that have to be added to the new environment
• It is not necessary to perform the “Lean Objects Migration” if you do not have time
• Check “Update the Remaining Projects”
• 2 new upgrades for Cubes
10 Upgrade Time Saving Tips
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Questions or Comments?Contact: [email protected]
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Thank You