{"id":1904,"date":"2019-06-24T18:11:58","date_gmt":"2019-06-24T12:41:58","guid":{"rendered":"http:\/\/blog.tenthplanet.in\/?p=1904"},"modified":"2026-03-03T10:14:11","modified_gmt":"2026-03-03T10:14:11","slug":"steps-to-upgrade-pentaho-from-lower-version-to-higher-version","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/blogs\/steps-to-upgrade-pentaho-from-lower-version-to-higher-version\/","title":{"rendered":"Steps to upgrade Pentaho+ from lower version to higher version"},"content":{"rendered":"

The Pentaho+ upgrade process involves utility and installation files that must be download from the Pentaho+ Customer Support Portal.<\/p>\n

Perform the following steps to download these files:<\/h3>\n
    \n
  1. On the Customer Portal home page, sign in using the Pentaho+ support user name and password provided in your Pentaho+ Welcome Packet.<\/li>\n
  2. Click Downloads, then click Pentaho+ 8.2 GA Release in the 8.x list.<\/li>\n
  3. On the bottom of the Pentaho+ 8.2 GA Release page, browse the folders in the Box widget to find the files you need, including the pentaho-server-ee-upgrade-8.2.x.yy file in the Utilities and Tools folder.<\/li>\n<\/ol>\n

    Perform the following steps to unzip the downloaded files:<\/h3>\n
      \n
    1. If needed, move the downloaded files to a temporary location on your current server.<\/li>\n
    2. Unzip each downloaded file.<\/li>\n<\/ol>\n

      The following steps will guide you through the 8.2 Pentaho Plus Server upgrade process:<\/h3>\n
        \n
      1. Back up Your Pentaho+ Server Configuration and Solutions Files<\/li>\n
      2. Install the 8.2 Pentaho+ Server and Plugins<\/li>\n
      3. Restore Your Server Configuration and Solutions Files<\/li>\n
      4. Consider Previous Version Upgrades and Customizations<\/li>\n
      5. Start and Test the Pentaho+ Server<\/li>\n<\/ol>\n

        Step 1: Back up Your Pentaho+ Server Configuration and Solutions Files<\/h3>\n

        The backup utility copies your Pentaho+ configuration and solutions files, then stores the created .zip files in your user’s home directory.<\/p>\n

        Complete the following steps to back up your configuration and solutions files:<\/p>\n

          \n
        1. Stop the Pentaho Plus Server.<\/li>\n
        2. Open a command line terminal and navigate to the unzipped directory of the pentaho-upgrade-utility-8.2.x.yy-pentaho.<\/li>\n
        3. At the prompt, run the correct PentahoServerConfigAndSolutionsBackup utility for your operating system as shown in the following examples:<\/li>\n<\/ol>\n
          .\/PentahoServerConfigAndSolutionsBackup.sh <path to your 8.x pentaho server><\/pre>\n
          Step 2: Install the 8.2 Pentaho Plus Server and Plugins<\/h3>\n
          After completing Step 1, you are ready to install the 8.2 Pentaho Plus Server and related plugins.<\/p>\n
            \n
          1. Perform the following steps to install the 8.2 version of the Pentaho+ Server:<\/li>\n
          2. Verify Java 8 is installed on the server machine. If you need to install Java 8, you can download a supported version of JRE or JDK.<\/li>\n
          3. Verify the PENTAHO_JAVA_HOME environment variable is set to the path of your Java installation.<\/li>\n
          4. If you need to set this variable, use the SET command in Windows or the export command in Linux.<\/li>\n
          5. If you are using a JRE, verify the JRE_HOME environment variable is also set to the correct location.<\/li>\n
          6. Browse to the location where you unzipped the pentaho-server-ee-8.2.x.yy-dist file in the Available Update Files section.<\/li>\n
          7. Execute the supplied install.bat or install.sh file.<\/li>\n
          8. Agree to the end-user license agreement.<\/li>\n
          9. Select the pentaho\/server\/pentaho-server directory as the location to store the extracted files.<\/li>\n<\/ol>\n
            Plugin Installation<\/h3>\n
            The following -dist files mentioned in the Available Update Files section pertain to the Analyzer, Interactive Reports, and Dashboard Designer plugins:<\/p>\n
            paz\u2010plugin\u2010ee\u20108.2.x.yy-dist\npir\u2010plugin\u2010ee\u20108.2.x.yy-dist\npdd\u2010plugin\u2010ee\u20108.2.x.yy-dist<\/pre>\n
            If you use any of these plugins, browse to the location where you unzipped these distributions and perform the following steps for each file:<\/p>\n
              \n
            1. Execute the supplied install.bat or install.sh file.<\/li>\n
            2. Agree to the end-user license agreement.<\/li>\n
            3. Select the pentaho\/server\/pentaho-server\/pentaho-solutions\/system directory as the location to store the extracted files.<\/li>\n<\/ol>\n
              Step 3: Restore Your Server Configuration and Solutions Files<\/h3>\n
              After you have unpacked your Pentaho+ 8.2 bundle, restore your Pentaho+ files to your 8.2 instance with the restore utility.<\/p>\n
              Perform the following steps to apply the PentahoServerConfigAndSolutionsRestore utility:<\/p>\n
                \n
              1. Delete the content in the Pentaho+ Server 8.2 pentaho-solutions\/system\/default-content directory.<\/li>\n
              2. Open a command line terminal and navigate to the unzipped directory of the pentaho-upgrade-utility-8.2.x.yy-pentaho.<\/li>\n
              3. In the prompt, run the PentahoServerConfigAndSolutionsRestore utility to restore your data from the .zip files located in your user home directory as shown in the following examples:<\/li>\n<\/ol>\n
                .\/PentahoServerConfigAndSolutionsRestore.sh <path to 8.2 pentaho server><\/pre>\n
                Step 4: Consider Previous Version Upgrades and Customizations<\/h3>\n
                This section includes version specific and configuration changes to consider.<\/p>\n
                If you are upgrading from Pentaho Plus version 7.x, perform the following steps:<\/p>\n
                  \n
                1. Ensure the database connection information in the jackrabbit\/repository.xml file is properly carried over from the 7.x version of this file to the 8.2 version. If the 8.2 version differs from 7.x, you must match these files manually.<\/li>\n
                2. Update the path to the pentaho.log file in the tomcat\/webapps\/pentaho\/WEB-INF\/classes\/log4j.xml file.<\/li>\n
                3. Remove the following directories and their contents. These plugins are not available in version 8.2.
                  \nPlugin Path<\/li>\n<\/ol>\n
                  Mobile pentaho\/server\/pentaho-server\/pentaho-solutions\/system\/pentaho-mobile-plugin\nSparkl pentaho\/server\/pentaho-server\/pentaho-solutions\/system\/sparkl<\/pre>\n
                  The default URL of the online Pentaho documentation changes with each release. When upgrading, this URL parameter may need to be updated in the pentaho.xml file.<\/p>\n
                    \n
                  1. Navigate to the pentaho\/server\/pentaho-server\/pentaho-solutions\/system directory and open the pentaho.xml file with any text editor.<\/li>\n
                  2. Modify the following <documentation-url> line and replace the previous documentation value with the current documentation value:<\/li>\n
                  3. \n
                    <documentation-url>https:\/\/help.pentaho.com\/Documentation\/8.2\/Products\/User_Console&lt;\/documentation-url><\/pre>\n<\/li>\n
                  4. Save and close the file.<\/li>\n<\/ol>\n
                    CORS – Embedding CTools<\/h3>\n
                      \n
                    1. If your Pentaho+ deployment requires the ability to embed CTools, you can modify the following settings.<\/li>\n
                    2. Navigate to the pentaho\/server\/pentaho-server\/pentaho-solutions\/system directory and open the pentaho.xml file with any text editor.<\/li>\n
                    3. Modify or add the following CORS lines:<\/li>\n
                    4. \n
                      <!--\ncors-requests-allowed:\nFlag indicating if cross-origin requests are allowed or not.\naccepted values are: true | false\n-->\n<cors-requests-allowed>false<\/cors-requests-allowed>\n<!--\ncors-requests-allowed-domains:\nComma separated list of domains allowed to do cross-origin requests to the server.\nExample:\nhttp:\/\/domainA.com, http:\/\/localhost:1337\n-->\n<cors-requests-allowed-domains><!-- allowed domains here --><\/cors-requests-allowed-domains><\/pre>\n<\/li>\n
                    5. Save and close the file.<\/li>\n<\/ol>\n
                      Previously Customized Files<\/h3>\n
                      If you have previously customized any of the following items, verify that your customizations have been carried forward:<\/p>\n
                        \n
                      1. server.xml<\/li>\n
                      2. startup and shutdown scripts<\/li>\n
                      3. system listeners<\/li>\n
                      4. security configuration files<\/li>\n
                      5. If your previous customizations have not been merged, incorporate them into their 8.2 files.<\/li>\n<\/ol>\n
                        Step 5: Start and Test the Pentaho+ Server<\/h3>\n
                        You are now ready to Start your 8.2 Pentaho Plus Server. Test Your Server<\/p>\n
                        You can use the following actions to ensure your content has been restored to the 8.2 Pentaho+ Server:<\/p>\n
                          \n
                        1. Clear your web browser cache and history.<\/li>\n
                        2. Navigate to your Pentaho+ URL (the default URL is http:\/\/localhost:8080\/pentaho) and ensure the login screen appears.<\/li>\n
                        3. Log on to PUC and try to run your existing content.<\/li>\n
                        4. Verify your schedules exist and are working properly.<\/li>\n
                        5. Ensure your Pentaho+ plugins are installed and functional by performing the following tasks:<\/li>\n
                        6. Open a report that requires no user prompts or parameters.<\/li>\n
                        7. Create a test report for Interactive Reporting and a test report for Analyzer.<\/li>\n
                        8. Open a dashboard in Dashboard Designer.<\/li>\n
                        9. Examine the application server logs for any errors:<\/li>\n
                        10. Check your Catalina and Pentaho Plus logs in the server\/pentaho-server\/tomcat\/logs directory.<\/li>\n
                        11. Log on and try to access the kettle\/status page.<\/li>\n<\/ol>\n
                          Update Your Design Tools<\/h3>\n
                          After completing the server upgrade to 8.2, perform the following steps to upgrade your Pentaho+ design tools on your workstations. Exit any of the design tools, if any are currently running.<\/p>\n
                            \n
                          1. Back up and rename all the 7.x or 8.x existing directories in a separate, temporary directory.<\/li>\n
                          2. Browse to the location where you downloaded the following -dist files in the Available Update Files section:<\/li>\n
                          3. \n
                            pdi-ee-client-8.2.x.yy-dist\nprd-ee-8.2.x.yy-dist\npme-ee-8.2.x.yy-dist\npsw-ee-8.2.x.yy-dist\npad-ee-8.2.x.yy-dist<\/pre>\n<\/li>\n
                          4. \u00a0If you have not already done so, unzip all the new design tools directories and install them into a pentaho\/design-tools directory.<\/li>\n
                          5. Start your new design tools to verify they were upgraded to 8.2.<\/li>\n
                          6. Test the functionality of the design tools.<\/li>\n<\/ol>\n
                            You have now completed your Pentaho+ upgrade from 7.x or 8.x to 8.2.<\/p>\n","protected":false},"excerpt":{"rendered":"
                            Steps to upgrade Pentaho from lower version to higher version <\/p>\n","protected":false},"author":23,"featured_media":1952,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[424],"tags":[546,501],"class_list":["post-1904","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pentaho","tag-backup-and-restore","tag-pentaho-upgrade"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/1904","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/comments?post=1904"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/1904\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media\/1952"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media?parent=1904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/categories?post=1904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/tags?post=1904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}