NarrowcastUpgrade PDF

Narrowcast Server
Upgrade Guide
Analytics Enterprise
Document Number: 09860941
Twenty-fifth Edition, Analytics Enterprise

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Document number: 09860941
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6,263,051, 6,269,393, 6,279,033, 6,400,265, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,661,340, 6,662,195, 6,671,715, 6,691,100,
6,694,316, 6,697,808, 6,704,723, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537,
6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251,
7,039,165, 7,082,422, 7,113,993, 7,127,403, 7,174,349, 7,181,417, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639,
7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898, 7,486,780, 7,509,671, 7,516,181, 7,559,048,
7,574,376, 7,617,201, 7,725,811, 7,801,967, 7,836,178, 7,861,161, 7,861,253, 7,881,443, 7,925,616, 7,945,584, 7,970,782, 8,005,870, 8,051,168,
8,051,369, 8,094,788, 8,130,918, 8,296,287, 8,321,411, 8,452,755, 8,521,733, and 8,522,192. Other patent applications are pending.
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CONTENTS
Book Overview and
Additional Resources
Description of this Guide ......................................................... xiii

About this book ............................................................................ xiv
Additional formats .................................................................. xiv
Whats new in this guide ........................................................ xiv
Who should use this guide......................................................xv
Resources.....................................................................................xv
Documentation........................................................................xv
Education ............................................................................. xxiv
Consulting ............................................................................ xxiv
International support ............................................................. xxv
Technical Support ................................................................. xxv
Feedback .................................................................................... xxx
1. New Features in
Narrowcast Server
Introduction.................................................................................. 1
New features in Narrowcast Server 9.4 ......................................... 1
New features in Narrowcast Server 9.3.1 ...................................... 2
New features in Narrowcast Server 9.3 ......................................... 2
2. Upgrading the Test

Environment
Introduction.................................................................................. 3
Best practices ................................................................................ 4
Prerequisites.................................................................................. 4
Copying Narrowcast Server repositories using the Repository Copy
Tool................................................................................................ 5
Registering the copied version of your Narrowcast Server system 8
Upgrading the copied Narrowcast Server system ......................... 9
2013 MicroStrategy, Inc.
Contents
Narrowcast Server Upgrade Guide
Registering the upgraded Narrowcast Server system ................. 11

Configuring the upgraded system to assign new machines ........ 11
Configuring the Subscription Portal ............................................. 11
Finalizing the upgrade process.................................................... 12
3. Testing the Upgrade
Introduction................................................................................ 13
Modifying the configuration of the target system ......................... 14
Email delivery ........................................................................ 14
File delivery............................................................................ 14
Print delivery .......................................................................... 15
SMS delivery.......................................................................... 15
Portal delivery ........................................................................ 16
Data warehouse..................................................................... 16
Testing functional areas............................................................... 17
Information objects ................................................................ 17
User Information Source ........................................................ 18
Dynamic subscriptions ........................................................... 18
SMTP information transmitters .............................................. 19
XSL stylesheets ..................................................................... 19
MicroStrategy Logging Server ............................................... 20
Testing service execution behavior ............................................. 20
Testing Subscription Portal behavior ........................................... 21
4. Upgrading the
Production
Environment
Introduction................................................................................ 23
Shutting down the existing version of the production system ...... 24
Installing the later version of Narrowcast Server on production
machines ..................................................................................... 24
Preparing to upgrade ................................................................... 25
Upgrading the older version on the production system ............... 25
Upgrading from MicroStrategy Narrowcast Server 8.x .......... 26
Modifying the upgraded production system to use production
machines ..................................................................................... 27
Merging changes from the testing system ................................... 27
Restarting the production system ................................................ 27
Index........................................................................................................................................... 29
vi
BOOK OVERVIEW AND

ADDITIONAL RESOURCES
Description of this Guide

The MicroStrategy Narrowcast Server Upgrade Guide describes the
procedure for upgrading to later versions of MicroStrategy Narrowcast
Server. It offers important recommendations that guide you during the
upgrade process. It also covers the new features and enhancements available
within the new MicroStrategy Narrowcast Server version that you wish to
install.
It is highly recommended that you review and follow the upgrade procedure
outlined in Chapter 2, Upgrading the Test Environment.
This guide does not include instructions on installing MicroStrategy
Narrowcast Server. Refer to the Narrowcast Server Installation and
Configuration Guide for information on installing and configuring
Narrowcast Server.
Specifically, this guide provides the following information:
Chapter 1, New Features in Narrowcast Server
Chapter 2, Upgrading the Test Environment
xiii
Book Overview and Additional Resources
Chapter 3, Testing the Upgrade
Chapter 4, Upgrading the Production Environment
Detailed steps for all functionality and interfaces in the MicroStrategy system
are available in the online help.
About this book

The following sections list prerequisites for using this book and describe the
user roles the information in this book was designed for.
Additional formats
This book is also available as an electronic publication in the Apple
iBookstore, and can be read on an iPhone or iPad with the iBooks app
installed. To download this book, search for the books title in the iBookstore
search bar, or scan the QR code below using your device's camera.
Whats new in this guide

Analytics Enterprise
The name of MicroStrategy Desktop has been changed to MicroStrategy
Developer.
xiv About this book
Who should use this guide

This guide is for MicroStrategy Narrowcast Server users who want to
upgrade to a later version of MicroStrategy Narrowcast Server. The following
assumptions are made:
You understand common Narrowcast Server concepts and terminology

such as services, schedules, logins, publications, documents, information
objects, question objects, information sources, information transmitters,
devices, users, addresses, groups, and so on.
You have a working knowledge of MicroStrategy Intelligence Server and

Developer products.
For an introduction to Narrowcast Server and the terminology above, refer to

the Narrowcast Server Getting Started Guide. For an introduction to
MicroStrategy Intelligence Server and Developer products, refer to the
Introduction to MicroStrategy: Evaluation Guide.
Resources
Documentation
MicroStrategy provides both manuals and online help; these two information
sources provide different types of information, as described below:
Manuals: In general, MicroStrategy manuals provide:
Introductory information and concepts
Examples and images
Checklists and high-level procedures to get started
The steps to access the manuals are described in Accessing manuals and
other documentation sources, page xxii.
Most of these manuals are also available printed in a bound, soft cover
format. To purchase printed manuals, contact your MicroStrategy
Account Executive with a purchase order number.
Resources
xv
Help: In general, MicroStrategy help provides:
Detailed steps to perform procedures
Descriptions of each option on every software screen
Translations
For the most up-to-date translations of MicroStrategy documentation, refer
to the MicroStrategy Knowledge Base. Due to translation time, manuals in
languages other than English may contain information that is one or more
releases behind. You can see the version number on the title page of each
manual.
Finding information
You can search all MicroStrategy books and Help for a word or phrase, with a
simple Google search at www.google.com. For example, type
MicroStrategy derived metric or MicroStrategy logical table into a Google
search. As described above, books typically describe general concepts and
examples; Help typically provides detailed steps and screen options. To limit
your search to MicroStrategy books, on Googles main page you can click
More, then select Books.
Manuals for MicroStrategy overview and evaluation
Introduction to MicroStrategy: Evaluation Guide

Instructions for installing, configuring, and using the MicroStrategy
Evaluation Edition of the software. This guide also includes a detailed,
step-by-step evaluation process of MicroStrategy features, where you
perform reporting with the MicroStrategy Tutorial project and its sample
business data.
MicroStrategy Evaluation Edition Quick Start Guide

Overview of the installation and evaluation process, and additional
resources.
MicroStrategy Suite: Quick Start Guide

Evaluate MicroStrategy as a departmental solution. Provides detailed
information to download, install, configure, and use the MicroStrategy
Suite.
xvi Resources
Resources for Identity and Loyalty
Alert Commerce Management System (CMS) Guide and Alert API

Reference
Content resources providing steps to deliver and manage marketing and
commerce content through the Alert mobile applications.
Usher Administration Guide

Steps to perform mobile identity validation using the Usher mobile
identity network to issue electronic badges for identifying users.
Manuals for query, reporting, and analysis
MicroStrategy Installation and Configuration Guide

Information to install and configure MicroStrategy products on
Windows, UNIX, Linux, and HP platforms, as well as basic maintenance
guidelines.
MicroStrategy Upgrade Guide

Instructions to upgrade existing MicroStrategy products.
MicroStrategy Project Design Guide

Information to create and modify MicroStrategy projects, and
understand facts, attributes, hierarchies, transformations, advanced
schemas, and project optimization.
MicroStrategy Basic Reporting Guide

Instructions to get started with MicroStrategy Developer and
MicroStrategy Web, and how to analyze data in a report. Includes the
basics for creating reports, metrics, filters, and prompts.
MicroStrategy Advanced Reporting Guide: Enhancing Your Business

Intelligence Application
Instructions for advanced topics in the MicroStrategy system, building on
information in the Basic Reporting Guide. Topics include reports,
Freeform SQL reports, Query Builder reports, filters, metrics, Data
Mining Services, custom groups, consolidations, and prompts.
Document and Dashboard Analysis Guide

Instructions for a business analyst to execute and analyze a document in
MicroStrategy Developer and MicroStrategy Web, building on basic
Resources
xvii
concepts about projects and reports presented in the MicroStrategy

Basic Reporting Guide.
MicroStrategy Report Services Document Creation Guide: Creating

Boardroom Quality Documents
Instructions to design and create Report Services documents, building on
information in the Document and Dashboard Analysis Guide. It is
organized to help guide you through creating a new document, from
creating the document itself, to adding objects to the new document, and
formatting the document and its objects.
MicroStrategy Dashboards and Widgets Creation Guide: Creating

Interactive Dashboards for your Data
Instructions for designing and creating MicroStrategy Report Services
dashboards, a type of document that is optimized for viewing online and
for user interactivity. It builds on the basic concepts about documents
presented in the MicroStrategy Report Services Document Creation
Guide.
MicroStrategy OLAP Services Guide

Information on MicroStrategy OLAP Services, which is an extension of
MicroStrategy Intelligence Server. OLAP Services features include
Intelligent Cubes, derived metrics, derived elements, dynamic
aggregation, view filters, and dynamic sourcing.
MicroStrategy Office User Guide

Instructions for using MicroStrategy Office to work with MicroStrategy
reports and documents in Microsoft Excel, PowerPoint, and Word, to
analyze, format, and distribute business data.
MicroStrategy Mobile Analysis Guide: Analyzing Data with

MicroStrategy Mobile
Information and instructions for using MicroStrategy Mobile to view and
analyze data, and perform other business tasks with MicroStrategy
reports and documents on a mobile device.
MicroStrategy Mobile Design and Administration Guide: A Platform for

Mobile Intelligence
Information and instructions to install and configure MicroStrategy
Mobile, as well as instructions for a designer working in MicroStrategy
Developer or MicroStrategy Web to create effective reports and
documents for use with MicroStrategy Mobile.
xviii Resources
MicroStrategy System Administration Guide: Tuning, Monitoring, and

Troubleshooting your MicroStrategy Business Intelligence System
Concepts and high-level steps to implement, deploy, maintain, tune, and
troubleshoot a MicroStrategy business intelligence system.
MicroStrategy Supplemental Reference for System Administration:

VLDB Properties, Internationalization, User Privileges, and other
Supplemental Information for Administrators
Information and instructions for MicroStrategy administrative tasks such
as configuring VLDB properties and defining data and metadata
internationalization, and reference material for other administrative
tasks.
MicroStrategy Functions Reference

Function syntax and formula components; instructions to use functions
in metrics, filters, attribute forms; examples of functions in business
scenarios.
MicroStrategy MDX Cube Reporting Guide

Information to integrate MicroStrategy with MDX cube sources. You can
integrate data from MDX cube sources into your MicroStrategy projects
and applications.
Manuals for Analytics Modules
Analytics Modules Installation and Porting Guide
Customer Analysis Module Reference
Sales Force Analysis Module Reference
Financial Reporting Analysis Module Reference
Sales and Distribution Analysis Module Reference
Human Resources Analysis Module Reference
Manuals for Narrowcast Services products
MicroStrategy Narrowcast Server Getting Started Guide

Instructions to work with the tutorial to learn Narrowcast Server
interfaces and features.
Resources
xix
MicroStrategy Narrowcast Server Installation and Configuration Guide

Information to install and configure Narrowcast Server.
MicroStrategy Narrowcast Server Application Designer Guide

Fundamentals of designing Narrowcast Server applications.
MicroStrategy Narrowcast Server System Administrator Guide

Concepts and high-level steps to implement, maintain, tune, and
troubleshoot Narrowcast Server.
MicroStrategy Narrowcast Server Upgrade Guide

Instructions to upgrade an existing Narrowcast Server.
Software Development Kits
MicroStrategy Developer Library (MSDL)

Information to understand the MicroStrategy SDK, including details
about architecture, object models, customization scenarios, code
samples, and so on.
MicroStrategy Web SDK

Web SDK is available in the MicroStrategy Developer Library,
The
which is part of the MicroStrategy SDK.
Narrowcast Server SDK Guide

Instructions to customize Narrowcast Server functionality, integrate
Narrowcast Server with other systems, and embed Narrowcast Server
functionality within other applications. Documents the Narrowcast
Server Delivery Engine and Subscription Portal APIs, and the Narrowcast
Server SPI.
Documentation for MicroStrategy Portlets
Enterprise Portal Integration Help

Information to help you implement and deploy MicroStrategy BI within
your enterprise portal, including instructions for installing and
configuring out-of-the-box MicroStrategy Portlets for several major
enterprise portal servers.
xx Resources
This resource can be accessed from the MicroStrategy Product Manuals

page, as described in Accessing manuals and other documentation
sources, page xxii.
Documentation for MicroStrategy GIS Connectors
GIS Integration Help

Information to help you integrate MicroStrategy with Geospatial
Information Systems (GIS), including specific examples for integrating
with various third-party mapping services.
This resource can be accessed from the MicroStrategy Product Manuals
page, as described in Accessing manuals and other documentation
sources, page xxii.
Help
Each MicroStrategy product includes an integrated help system to
complement the various interfaces of the product as well as the tasks that can
be accomplished using the product.
Some of the MicroStrategy help systems require a web browser to be viewed.
For supported web browsers, see the MicroStrategy Readme.
MicroStrategy provides several ways to access help:
Help button: Use the Help button or ? (question mark) icon on most
software windows to see help for that window.
Help menu: From the Help menu or link at the top of any screen, select
MicroStrategy Help to see the table of contents, the Search field, and the
index for the help system.
F1 key: Press F1 to see context-sensitive help that describes each option in

the software window you are currently viewing.
MicroStrategy Web, MicroStrategy Web Administrator, and
For
MicroStrategy Mobile Server, pressing the F1 key opens the
context-sensitive help for the web browser you are using to access
these MicroStrategy interfaces. Use the Help menu or ? (question
mark) icon to access help for these MicroStrategy interfaces.
Resources
xxi
Accessing manuals and other documentation sources

The manuals are available from http://www.microstrategy.com/
producthelp, as well as from your MicroStrategy disk or the machine where
MicroStrategy was installed.
Acrobat Reader is required to view these manuals. If you do not
Adobe
have Acrobat Reader installed on your computer, you can download it
from http://get.adobe.com/reader/.
The best place for all users to begin is with the MicroStrategy Basic
Reporting Guide.
To access the installed manuals and other documentation sources, see the
following procedures:
To access documentation resources from any location, page xxii
To access documentation resources on Windows, page xxii
To access documentation resources on UNIX and Linux, page xxiii
To access documentation resources from any location
1 Visit http://www.microstrategy.com/producthelp.
To access documentation resources on Windows
1 From the Windows Start menu, choose Programs (or All Programs),
MicroStrategy Documentation, then Product Manuals. A page opens in
your browser showing a list of available manuals in PDF format and other
documentation sources.
2 Click the link for the desired manual or other documentation source.
3 If you click the link for the Narrowcast Services SDK Guide, a File
Download dialog box opens. This documentation resource must be
downloaded. Select Open this file from its current location, and click
OK.
bookmarks are not visible on the left side of an Acrobat (PDF)
Ifmanual,
from the View menu click Bookmarks and Page. This step
varies slightly depending on your version of Adobe Acrobat Reader.
xxii Resources
To access documentation resources on UNIX and Linux
1 Within your UNIX or Linux machine, navigate to the directory where you
installed MicroStrategy. The default location is /opt/MicroStrategy,
or $HOME/MicroStrategy/install if you do not have write access to
/opt/MicroStrategy.
2 From the MicroStrategy installation directory, open the Help folder.
3 Open the Product_Manuals.htm file in a web browser. A page opens in
your browser showing a list of available manuals in PDF format and other
documentation sources.
4 Click the link for the desired manual or other documentation source.
5 If you click the link for the Narrowcast Services SDK Guide, a File
Download dialog box opens. This documentation resource must be
downloaded. Select Open this file from its current location, and click
OK.
bookmarks are not visible on the left side of an Acrobat (PDF)
Ifmanual,
from the View menu click Bookmarks and Page. This step
varies slightly depending on your version of Adobe Acrobat Reader.
Documentation standards
MicroStrategy online help and PDF manuals (available both online and in
printed format) use standards to help you identify certain types of content.
The following table lists these standards.
standards may differ depending on the language of this manual;
These
some languages have rules that supersede the table below.
Type
Indicates
bold
Button names, check boxes, options, lists, and menus that are the focus of actions or
part of a list of such GUI elements and their definitions
Example: Click Select Warehouse.
italic
Names of other product manuals and documentation resources

When part of a command syntax, indicates variable information to be replaced by the
user
Example: The aggregation level is the level of calculation for the metric.
Example: Type copy c:\filename d:\foldername\filename
Resources
xxiii
Type
Indicates
Courier
font
Calculations
Code samples
Registry keys
Path and file names
URLs
Messages displayed in the screen
Text to be entered by the user
Example: Sum(revenue)/number of months.

Example: Type cmdmgr -f scriptfile.scp and press Enter.
+
A keyboard command that calls for the use of more than one key (for example,
SHIFT+F1).
A note icon indicates helpful information for specific situations.

A warning icon alerts you to important information such as potential security risks; these
should be read before continuing.
Education
MicroStrategy Education Services provides a comprehensive curriculum and
highly skilled education consultants. Many customers and partners from
over 800 different organizations have benefited from MicroStrategy
instruction.
For the most up-to-date and detailed description of education offerings and
course curricula, visit www.microstrategy.com/Education.
Consulting
MicroStrategy Consulting Services provides proven methods for delivering
leading-edge technology solutions. Offerings include complex security
architecture designs, performance and tuning, project and testing strategies
and recommendations, strategic planning, and more. For a detailed
description of consulting offerings, visit http://www.microstrategy.com/
Services.
xxiv Resources
International support
MicroStrategy supports several locales. Support for a locale typically includes
native database and operating system support, support for date formats,
numeric formats, currency symbols, and availability of translated interfaces
and certain documentation.
MicroStrategy is certified in homogeneous configurations (where all the
components lie in the same locale) in the following languagesEnglish (US),
French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Spanish,
Chinese (Simplified), Chinese (Traditional), Danish, and Swedish. A
translated user interface is available in each of the above languages. For
information on specific languages supported by individual MicroStrategy
system components, see the MicroStrategy readme.
MicroStrategy also provides limited support for heterogeneous
configurations (where some of the components may lie in different locales).
Please contact MicroStrategy Technical Support for more details.
Technical Support
If you have questions about a specific MicroStrategy product, you should:
1 Consult the product guides, Help, and readme files. Locations to access
each are described above.
2 Consult the MicroStrategy Knowledge Base online at https://
resource.microstrategy.com/support.
administrator in your organization may be able to help
Ayoutechnical
resolve your issues immediately.
3 If the resources listed in the steps above do not provide a solution,
contact MicroStrategy Technical Support directly. To ensure the most
productive relationship with MicroStrategy Technical Support, review the
Policies and Procedures document in your language, posted at http://
www.microstrategy.com/Support/Policies. Refer to the terms of your
purchase agreement to determine the type of support available to you.
MicroStrategy Technical Support can be contacted by your companys
Support Liaison. A Support Liaison is a person whom your company has
designated as a point-of-contact with MicroStrategys support personnel. All
customer inquiries and case communications must come through these
named individuals. Your company may designate two employees to serve as
Resources
xxv
their Support Liaisons, and can request to change their Support Liaisons two
times per year with prior written notice to MicroStrategy Technical Support.
It is recommended that you designate Support Liaisons who have
MicroStrategy Administrator privileges. This can eliminate security conflicts
and improve case resolution time. When troubleshooting and researching
issues, MicroStrategy Technical Support personnel may make
recommendations that require administrative privileges within
MicroStrategy, or that assume that the designated Support Liaison has a
security level that permits them to fully manipulate the MicroStrategy
projects and has access to potentially sensitive project data such as security
filter definitions.
Ensure issues are resolved quickly

Before logging a case with MicroStrategy Technical Support, the Support
Liaison may follow the steps below to ensure that issues are resolved quickly:
1 Verify that the issue is with MicroStrategy software and not a third party
software.
2 Verify that the system is using a currently supported version of
MicroStrategy software by checking the Product Support Expiration
Schedule at http://www.microstrategy.com/Support/Expiration.asp.
3 Attempt to reproduce the issue and determine whether it occurs
consistently.
4 Minimize the complexity of the system or project object definition to
isolate the cause.
5 Determine whether the issue occurs on a local machine or on multiple
machines in the customer environment.
6 Discuss the issue with other users by posting a question about the issue
on the MicroStrategy Customer Forum at https://
resource.microstrategy.com/forum/.
The following table shows where, when, and how to contact MicroStrategy
Technical Support. If your Support Liaison is unable to reach MicroStrategy
Technical Support by phone during the hours of operation, they can leave a
voicemail message, send email or fax, or log a case using the Online Support
xxvi Resources
Interface. The individual Technical Support Centers are closed on certain

public holidays.
North America
Email: support@microstrategy.com
Web: https://resource.microstrategy.com/support
Fax: (703) 8428709
Phone: (703) 8488700
Hours: 9:00 A.M.7:00 P.M. Eastern Time, MondayFriday except holidays
EMEA:
Europe
The Middle East
Africa
Email: eurosupp@microstrategy.com
Fax: +44 (0) 208 711 2525
The European Technical Support Centre is closed on national public holidays in each country.
Phone:
Belgium: + 32 2792 0436
France: +33 17 099 4737
Germany: +49 22 16501 0609
Ireland: +353 1436 0916
Italy: +39 023626 9668
Poland: +48 22 459 52 52
Scandinavia & Finland: +46 8505 20421
Spain: +34 91788 9852
The Netherlands: +31 20 794 8425
UK: +44 (0) 208 080 2182
International distributors: +44 (0) 208 080 2183
Hours:
United Kingdom: 9:00 A.M.6:00 P.M. GMT, Monday-Friday except holidays
EMEA (except UK): 9:00 A.M.6:00 P.M. CET, Monday-Friday except holidays
Asia Pacific
Email: apsupport@microstrategy.com
Phone:
Australia: +61 2 9333 6499
Korea: +82 2 560 6565 Fax: +82 2 560 6555
Japan: +81 3 3511 6720 Fax: +81 3 3511 6740
Singapore: +65 6303 8969 Fax: +65 6303 8999
Asia Pacific (except Australia, Japan, Korea, and Singapore): +86 571 8526 8067 Fax: +86
571 8848 0977
Hours:
Japan and Korea: 9:00 A.M.6:00 P.M. JST (Tokyo), Monday-Friday except holidays
Asia Pacific (except Japan and Korea): 7 A.M.-6 P.M. (Singapore) Monday-Friday except
holidays
Latin America
Email: latamsupport@microstrategy.com
Phone:
LATAM (except Brazil and Argentina): +54 11 5222 9360 Fax: +54 11 5222 9355
Argentina: 0 800 444 MSTR Fax: +54 11 5222 9355
Brazil: +55 11 3054 1010 Fax: +55 11 3044 4088
Hours:
Latin America (except Brazil): 9:00 A.M.7:00 P.M. (Buenos Aires), Monday-Friday except
holidays
Brazil: 9 A.M. - 6 P.M. (So Paulo), MondayFriday except holidays
Resources
xxvii
Support Liaisons should contact the Technical Support Center from which
they obtained their MicroStrategy software licenses or the Technical Support
Center to which they have been designated.
Required information when calling

When contacting MicroStrategy Technical Support, please provide the
following information:
Personal information:
Name (first and last)
Company and customer site (if different from company)
Contact information (phone and fax numbers, e-mail addresses)
Case details:
Configuration information, including MicroStrategy software

product(s) and versions
Full description of the case including symptoms, error messages(s),
and steps taken to troubleshoot the case thus far
Business/system impact
If this is the Support Liaisons first call, they should also be prepared to
provide the following:
Street address
Phone number
Fax number
Email address
To help the Technical Support representative resolve the problem promptly

and effectively, be prepared to provide the following additional information:
Case number: Please keep a record of the number assigned to each case
logged with MicroStrategy Technical Support, and be ready to provide it
when inquiring about an existing case
Software version and product registration numbers of the MicroStrategy

software products you are using
xxviii Resources
Case description:
What causes the condition to occur?

Does the condition occur sporadically or each time a certain action is
performed?
Does the condition occur on all machines or just on one?
When did the condition first occur?
What events took place immediately prior to the first occurrence of

the condition (for example, a major database load, a database move,
or a software upgrade)?
If there was an error message, what was its exact wording?
What steps have you taken to isolate and resolve the issue? What were
the results?
System configuration (the information needed depends on the nature of

the problem; not all items listed below may be necessary):
Computer hardware specifications (processor speed, RAM, disk space,

and so on)
Network protocol used
ODBC driver manufacturer and version
Database gateway software version
(For MicroStrategy Web-related problems) browser manufacturer

and version
(For MicroStrategy Web-related problems) Web server manufacturer
and version
If the issue requires additional investigation or testing, the Support Liaison

and the MicroStrategy Technical Support representative should agree on
certain action items to be performed. The Support Liaison should perform
any agreed-upon actions before contacting MicroStrategy Technical Support
again regarding the issue. If the Technical Support representative is
responsible for an action item, the Support Liaison may call MicroStrategy
Technical Support at any time to inquire about the status of the issue.
Resources
xxix
Feedback
Please send any comments or suggestions about user documentation for
MicroStrategy products to:
documentationfeedback@microstrategy.com
Send suggestions for product enhancements to:
support@microstrategy.com
When you provide feedback to us, please include the name and version of the
products you are currently using. Your feedback is important to us as we
prepare for future releases.
xxx Feedback
1
1.
NEW FEATURES IN
NARROWCAST SERVER
Introduction
This chapter provides information about the new features introduced in
Narrowcast Server for the past several releases. (For details on older updates,
see previous Upgrade Guides on the MicroStrategy Knowledge Base.)
When you perform a Narrowcast Server upgrade, the metadata repository
version number is changed. The system administrator should carry out an
upgrade for the existing systems using the Upgrade Narrowcast Server
System option from the Tools menu.
For steps to upgrade Narrowcast Server, see Chapter 2, Upgrading the Test
Environment. The new features for the version you are upgrading to are
described below.
New features in Narrowcast Server 9.4

Narrowcast Server 9.3.1 is interoperable with MicroStrategy 9.4 software.
Additionally, pre-9.3.x versions of MicroStrategy Narrowcast Server are not
interoperable with MicroStrategy 9.3.x and 9.4 software and its subsequent
New Features in Narrowcast Server
versions. It is recommended to upgrade the pre-9.3.x versions of Narrowcast

Server to ensure proper functionality. For a list of new features in
MicroStrategy 9.4, see the MicroStrategy Readme for that release.
New features in Narrowcast Server 9.3.1

Narrowcast Server 9.3 is interoperable with MicroStrategy 9.3.1 software.
Additionally, pre-9.3.x versions of MicroStrategy Narrowcast Server are not
interoperable with MicroStrategy 9.3.x and its subsequent versions. It is
recommended to upgrade the pre-9.3.x versions of Narrowcast Server to
ensure proper functionality. For a list of new features in MicroStrategy 9.3.1,
see the MicroStrategy Readme for that release.

Narrowcast Server 9.2.1m is not interoperable with MicroStrategy 9.3.x
software and its subsequent versions. It is recommended to upgrade the
pre-9.3.x versions of Narrowcast Server to ensure proper functionality. For a
list of new features in MicroStrategy 9.3, see the MicroStrategy Readme for
that release.
2 New features in Narrowcast Server 9.3.1
2
2.
UPGRADING THE TEST

ENVIRONMENT
Introduction
This chapter lists in detail the steps to copy the Narrowcast Server
repositories and then to upgrade those copies of the Narrowcast Server
system to a later version. You can then use subsequent chapters to test the
upgrade, and then upgrade your production system.
The high level steps to upgrade the Narrowcast Server system are listed
below:
1 Copying Narrowcast Server repositories using the Repository Copy
Tool, page 5
2 Registering the copied version of your Narrowcast Server system,
page 8
3 Upgrading the copied Narrowcast Server system, page 9
4 Registering the upgraded Narrowcast Server system, page 11
5 Configuring the upgraded system to assign new machines, page 11
6 Configuring the Subscription Portal, page 11
Upgrading the Test Environment
Best practices
Review the following recommendations to help ensure the successful
upgrade of Narrowcast Server to the latest version.
Migrate MicroStrategy Web deliveries to MicroStrategy Distribution

Services when upgrading to Narrowcast Server 9.x. For detailed steps to
migrate Web deliveries, see the MicroStrategy Developer Help.
When creating Data Source Names (DSNs), use the MicroStrategy

Connectivity Wizard.
Perform the upgrade on the copied repositories, and not on the

production repositories. The upgrade steps in this section follow this
recommended practice.
While copying the repositories, the source and the target system prefix
should be different.
Prerequisites
Before you begin upgrading the Narrowcast Server system, perform the
following important steps:
Create a backup of the Narrowcast Server repositories.
Ensure that sufficient space is available to copy all Narrowcast Server

tables to the Object Repository (OR), Subscription Book Repository
(SBR), and Portal Repository. See the administration documentation of
your database for information on how to increase the database size, if
necessary.
Data Source Names (DSNs) should be created to the repositories of the

existing system (the system that is being copied), and to the location
where the existing repositories will be copied.
4 Best practices
Copying Narrowcast Server repositories using

the Repository Copy Tool
Narrowcast Server contains a Repository Copy Tool to copy the Narrowcast
Server Object Repository (OR) and Subscription Book Repository (SBR).
This tool also ensures that no changes are made to the existing Narrowcast
Server system while the repositories are being copied. Using the Repository
Copy Tool also ensures that references to Distribution Managers (DM) and
Execution Engines (EE) are removed from the copied repositories.
Note the following when you use the Repository Copy Tool:
Microsoft Access databases can be copied to any other database server,

but non-Access databases can only be copied to other non-Access
database servers.
The source and target system names should be different.
The source and target prefixes should be different if the repositories are
copied to the same database. If you are using a different database to copy
the repositories, the source and target prefixes can be the same.
process of copying the repositories can take time to complete,

The
depending on the size and number of objects in the OR and SBR. It is
recommended that you start the repository copying process when
activity on the source system is minimal. This minimizes the
possibility of differences between the existing Narrowcast Server
system and the copied repositories, in terms of the subscriptions that
may be created after the repositories are copied.
The following procedure assumes that you are using the Repository Copy
Tool on the earlier version of Narrowcast, which is the version you are
upgrading from.
To copy the Narrowcast Server OR and SBR
1 On the earlier version of Narrowcast, from the Start menu, select

Programs, then MicroStrategy Tools, then Narrowcast Administrator.
MicroStrategy Narrowcast Administrator opens.
Copying Narrowcast Server repositories using the Repository Copy Tool
2 From the Tools menu, select Copy Repository. The Repository Copy
dialog box opens.
3 Select Copy Object Repository to copy the OR from the source folder.
The following options are enabled:
Copy Subscription Book Repository used by the source: Select this

check box to copy the SBR used by the source. It is recommended that
the SBR and OR should be copied at the same time.
Link the target Subscription Book Repository to the target Object

Repository: Select this check box to link the target SBR to the target
OR. It is recommended to preserve the link between the target
repository and the Object Repository, so that the copied SBR and OR
are connected and existing services are triggered after the upgrade.
Copy Subscription Book Repository: Select this option only if you

want the tool to copy the SBR without maintaining a link to the source
OR.
6 Copying Narrowcast Server repositories using the Repository Copy Tool
4 Click Next. The Repository Copy - Object Repository page opens. The
source and target information of the OR is displayed.
5 Verify the information presented. The Prefix is the repository prefix.

Leave it blank if no prefix exists. Then click Next. The Repository Copy Subscription Book Repository page opens.
Copying Narrowcast Server repositories using the Repository Copy Tool
6 By default, users and user addresses are copied. The copy options that
you can select are:
User preferences: Select this check box to copy the user preferences.
Authentication and security: Select this check box to copy

authentication details and security objects.
Subscriptions: Select this check box to copy the subscriptions.
Subscriptions check box is enabled only when the User

The
preferences and Authentication and security options are selected.
7 Click Next. The Repository Copy - Summary page opens. Verify the
information and click Finish. The repository information is copied.
The copied repositories are completely independent of your existing
Narrowcast Server system. Once the repositories are copied, you need to
register the copied system and upgrade the copied system. Steps to do this
are below.
Registering the copied version of your

Narrowcast Server system
You must register the copied version of your Narrowcast Server system on
the earlier version of Narrowcast Server, before upgrading the system. You
must register the system so that you can see it in the Narrowcast
Administrators console.
To register the copied version, navigate to the System menu and select
Register Existing System. The System Configuration Wizard opens. For
more information about using the System Configuration Wizard, see the
Narrowcast Server Installation and Configuration Guide.
Once the copied version of your Narrowcast Server system is registered, you
must change the Intelligence Server references so that your system does not
connect to the production Intelligence Server. For each Information Source
Module, specify the name of the Intelligence Server machine, using the steps
below.
8 Registering the copied version of your Narrowcast Server system
To update Intelligence Server references
1 In Narrowcast Server Administrator, expand Administration, then

expand Information Source Modules.
2 Expand MicroStrategy. The Information Source Modules are displayed.
3 Right-click the required Information Source Module and select Edit. The
Information Source dialog box opens.
4 Click Define. The Information Source Wizard Intelligence Server
opens.
5 In the Intelligence Server Machine Name field, type the name of the
Intelligence Server machine with the newer version of Intelligence Server.
Alternatively, you can browse to select the required machine. The

Browse for Computer dialog box opens. Select the machine and click
OK.
6 Click Next. On the Summary page, verify the information and click
Finish to remove the existing Intelligence Server from the Information
Source.
Note the following:
Once the system is registered, verify your credentials for login and
authentication.
If you are using Intelligence Server clustering, edit the

corresponding information in the Intelligence Server Properties
dialog box of Narrowcasts Information Source Wizard.
Upgrading the copied Narrowcast Server

system
The upgrade is performed on the copied version of Narrowcast Server. After
registering the Information System, perform the following steps to upgrade.
Upgrading the copied Narrowcast Server system
To upgrade the copied Narrowcast system
1 Create Data Source Names (DSN) to the copied OR and SBR on the
machine where the later version of Narrowcast Server is installed.
DSN for the later version of the OR can be different, but the
The
DSN for the SBR needs to be retained. You can provide the DSN of
the OR, and the DSN information for the SBR is automatically
chosen from the OR.
2 In the later version of the Narrowcast Server application, select Upgrade
Narrowcast Server System from the Tools menu. The Narrowcast
Server Upgrade dialog box opens.
Because the system is registered, the prefix, database type, data source
name, user name, password, and database information are automatically
generated.
default, the Commit changes incrementally check box is
Byselected.
Selecting the Commit changes incrementally option
reduces the memory consumption of the machine that is being
used for the upgrade. The copied Narrowcast Server system is
incrementally upgraded. For example, if you are upgrading from
8.1.2 to 9.0.2, the upgrade proceeds from 8.1.2 to 9.0 to 9.0.1 to
9.0.2. You are prompted after each version upgrade is finished.
3 Click Upgrade. The MicroStrategy Upgrade dialog box opens.
4 Click OK to continue with the upgrade.
retains Web deliveries objects in the Narrowcast Server
Canceling
repositories and disables the Web deliveries services, but allows
the upgrade process to continue. Retained objects can later be
migrated to Distribution Services from upgraded Narrowcast
Server repositories. However, this migration is possible only if the
upgraded Narrowcast Server repositories were either your
production repositories or a database copy of the repositories. If
you are upgrading the repository copies created using the
Repository Copy Tool, it is strongly recommended that you click
OK and continue with the upgrade. Retained objects inside such
repositories cannot be migrated later.
10 Upgrading the copied Narrowcast Server system
Registering the upgraded Narrowcast Server

system
The upgraded system should be registered. To register the system, navigate
to the System menu and select Register Existing System. The System
Configuration Wizard opens. For more information about the System
Configuration Wizard, see the Narrowcast Server Installation and
Configuration Guide.
Configuring the upgraded system to assign

new machines
When the repositories are copied, references to Distribution Manager and
Execution Engine are removed. To assign new machines for DM and EE, you
need to configure the upgraded system as follows.
To configure the upgraded system to assign new machines to DM and EE
1 From the System menu, select Configure New System. The System
Configuration Wizard opens.
2 On the Clustering page, specify the appropriate information for the new
machines.
3 Click OK.
Configuring the Subscription Portal

From the earlier version of the Narrowcast Server system, copy the
Subscription Portal and DBDriver property files located by default at
Program Files\Common Files\MicroStrategy\Config to the
location where the newer version of Narrowcast Server is installed.
Registering the upgraded Narrowcast Server system
11
You can also configure the Subscription Portal using the System
Configuration page in the Portal Administrator of the newer version of the
Narrowcast Server system.
the Create a Subscription Portal Site check box creates a
Selecting
new portal repository at the same location. However, since the Portal
Repository from the existing version of Narrowcast Server is available,
creating a new portal site is not required.
Finalizing the upgrade process

Once the repositories are copied and the copied system is upgraded, you
must review and confirm the following points to ensure that the upgrade is
complete:
Review pre-/post-SQL statements

Because the Narrowcast Server system has inherited all the subscription
sets from the existing Narrowcast Server system, all the pre-/post-SQL
instructions are available in the subscription sets. Review the pre-/
post-SQL statements and the database locations where the statements
are executed. Reviewing these statements ensures that the service
executions of the upgraded Narrowcast Server system do not interfere
with the pre-/post-SQL executions of the existing system.
Check reconfiguration for custom modules

Check whether reconfigurations are necessary in any of the custom
modules, such as Information Sources and Transmitters, that you may
have integrated into Narrowcast Server.
After the upgrade, you must test whether the upgrade was successful. For
information on testing the upgraded system, see Chapter 3, Testing the
Upgrade.
12 Finalizing the upgrade process
3
3.
TESTING THE UPGRADE
Introduction
This chapter shows you how to test the upgraded Narrowcast Server system
in your test environment. It assumes that you have already upgraded the
Narrowcast Server system as described in Chapter 2, Upgrading the Test
Environment.
The high level steps to test the upgraded Narrowcast Server system are:
1 Modifying the configuration of the target system, page 14
2 Testing functional areas, page 17
3 Testing service execution behavior, page 20
4 Testing Subscription Portal behavior, page 21
The detailed steps for the procedures listed above are in this chapter.
13
Testing the Upgrade
Modifying the configuration of the target

system
Before testing the upgraded Narrowcast Server system, you need to modify
the configuration to prevent message delivery and data changes. The steps to
modify the configuration of the Narrowcast Server system include modifying
email, file, print, SMS, portal delivery, and data warehouse.
Start the Narrowcast Server system and modify the following functionality,
using the steps that follow.
Email delivery
Modify the message output for the Email (SMTP) Information Transmitters
to transmit messages to a test folder using the following steps.
To modify email delivery configuration
1 In Narrowcast Server Administrator, expand Administration, expand

Information Transmitters, right-click Email (SMTP), and select Edit.
The Information Transmitter - Email (SMTP) dialog box opens.
2 Select the Show Advanced Properties check box to display the
additional tabs.
3 On the Message Output tab, select the Save to File option to save the
generated email message files. The files are saved at the location specified
in the Save to folder field.
4 Click OK.
File delivery
Modify the Device Editor General properties for a file to specify a test file
location using the following steps.
14 Modifying the configuration of the target system
Testing the Upgrade
To modify file delivery configuration

Devices, and select File System.
2 Right-click the file device and select Edit. The Device Editor: Saved File
for File dialog box opens.
3 Modify the file delivery path in the File location field. You can click
Browse to navigate to and select a test location for file delivery.
4 Click OK.
Print delivery
Modify the Device Editor General properties for print delivery to specify a
test printer location using the following steps.
To modify print delivery configuration

Devices, and select Printer.
2 Right-click the print device and select Edit. The Device Editor: Default
Printer for Print dialog box opens.
3 Modify the printer path by selecting a test printer from the Printer
Location drop-down list. For information on adding a test printer, see
the Narrowcast Server System Administrator Guide.
4 Click OK.
SMS delivery
Modify the SMSC IP address so that it no longer points to a valid destination,
using the following steps. For example, you can use a test IP address to point
to the test machine.
Modifying the configuration of the target system
15
Testing the Upgrade
To modify SMS delivery configuration

Information Transmitters, right-click SMS (SMPP), and select Edit. The
Information Transmitter - SMS (SMPP) dialog box opens.
2 Type the IP address of the test machine in the SMSC IP Address field.
3 Click OK.
Portal delivery
The portal information transmitter transmits the messages to the
Subscription Book Repository database. Therefore it is not necessary to
disable the portal information transmitter.
Data warehouse
If the subscription sets in the application use pre- or post-SQL statements to
modify the contents of a database, you should remove the SQL statements
using the following steps. The SQL statements are removed from the
subscription sets in the target system to avoid accidental data changes.
To modify data warehouse configuration
1 In Narrowcast Server Administrator, expand Applications, expand My

First Application, and select Subscription Sets.
2 Right-click an available subscription set and select Edit. The Subscription
Set Editor - New Subscription Set dialog box opens.
3 From the Edit menu, select Subscription Set Properties. The
Subscription Set Properties dialog box opens.
4 From the Pre-execution SQL and Post-execution SQL Specification tabs,
select the available SQL statements and click Remove. The SQL
statements are removed.
16 Modifying the configuration of the target system
Testing the Upgrade
5 Click OK.
Testing functional areas

Test the following functional areas on the upgraded Narrowcast Server
system:
Information objects, page 17
User Information Source, page 18
Dynamic subscriptions, page 18
SMTP information transmitters, page 19
XSL stylesheets, page 19
MicroStrategy Logging Server, page 20
Information that needs to be tested for each area is listed below.
Information objects
Test whether the subscription information and content information objects
are upgraded to use prompts in the report for segmentation.
Subscription and content information objects

The subscription information object is the original subscription and content
information object, with the role set to subscription only.
The content information object is created as a copy of the subscription and
content information object. The role is set to content, and personalization
mode is set to personalized page execution. This information object is named
Content IO for Sub IO - %%Sub IO Name%% and is saved in the same
folder as the subscription information object.
If the subscription and content information objects have been used in
Narrowcast documents, all documents are modified to use this newly created
content information object.
17
Testing the Upgrade
Content information objects using personalized page

execution
Content information objects executed in personalized page execution mode
that use segmentation are upgraded to content information objects executed
in personalized page execution mode where segmentation is performed using
prompts in the report.
User Information Source

The User Information Source is hidden, along with the corresponding
information objects and question objects.
Test whether you can:
Add information objects to documents. Right-click the document and

select Edit. The Document Editor is displayed. Click Insert and select
New Information Object.
Edit the available user information properties. Select Edit Available

User Properties from the Tools menu in Narrowcast Administrator. For
an introduction to user information properties, see the Narrowcast
Server System Administrator Guide.
Set user information for a new account. To do this, create a new account
in the Subscription Portal. You are prompted for information in the user
information section of Narrowcast Administrator. You can provide user
information through the Subscription Portal or the User Editor dialog
box in Narrowcast Administrator.
Dynamic subscriptions
For the Narrowcast Server system you are upgrading, you can specify
whether information sources should support dynamic subscriptions.
dynamic subscriptions are not supported by an information
When
source, the subscription administrator cannot define subscription
and/or segment information objects for that information source.
When the Narrowcast Server application is upgraded, the information source
is upgraded to support dynamic subscriptions. The information source
definition is modified to include the attribute form used in one of the
subscription objects for the subscription ID. The attribute form is included in
18 Testing functional areas
Testing the Upgrade
the list of available attribute forms in the dynamic subscription setup area of
the Information Source Wizard. The system administrator should also
execute the Information Source Wizard to ensure that the dynamic
subscription properties are correctly set up.
Subscription, content, and segment information objects of information
sources supporting dynamic subscriptions are upgraded. In the upgraded
application, test whether the information objects function as described
below:
Subscription information objects are upgraded to retrieve subscription

information from a selected report, rather than retrieving subscription
information directly from the project based on the information source
definition.
Subscription and content information objects use prompts in the report

for segmentation rather than segmenting the automatically returned
information.
Segment information objects are still used by dynamic subscription sets

to segment the subscription set.
SMTP information transmitters

SMTP information transmitters are upgraded to preserve the existing
information transmitter name and support all devices supported by the older
version of Narrowcast Server.
XSL stylesheets
The Delivery Engine in Narrowcast Server uses an upgraded XML parser and
XSL processor. These components enforce more strict adherence to XSL
stylesheet content and element usage rules and standards.
For example, the copyright symbol is not a legal symbol in XSL stylesheets
unless a character set containing the symbol is explicitly referenced as the
stylesheet character set. Therefore, an XSL stylesheet that includes this
character but does not specify the use of a specific character set causes XSL
transformation to fail. Similarly, XSL stylesheets that violate other parser
rules also cause XSL transformation to fail.
19
Testing the Upgrade
Standard XSL stylesheets

XSL stylesheets that were installed and configured with Narrowcast Server
are automatically modified by the upgrade tool. If you modified one of the
standard XSL stylesheets, you need to update the customized stylesheet file
to adhere to the XSL standards. You must reload the imported XSL
stylesheet file object that uses it.
Custom XSL stylesheets

Custom XSL stylesheets can fail during XSL transformation in the document
element processing phase of service execution. The upgrade tool does not
correct XSL stylesheet errors. You need to test and correct each custom XSL
stylesheet in the upgraded system, as required.
MicroStrategy Logging Server

When the Narrowcast Server application is upgraded, the message format
and the message contents used for messages sent through the MicroStrategy
Logging Server change. Though the changes do not have an impact on
product functionality, you need to modify the custom-built message parsers
and handlers to work correctly with the new message format.
Testing service execution behavior

Use the Narrowcast Administrator application to test the services execution
behavior of the upgraded application on the target system. If you have used a
different machine to upgrade the application, you need to register that
machine by selecting Register Existing System from the System menu.
If your organization has a test procedure available, use the test procedure to
test service execution. You can also test the service execution behavior by
performing the following steps.
To test service execution after upgrading
1 Start the Narrowcast Server application.
20 Testing service execution behavior
Testing the Upgrade
2 From the Tools menu, select View System Messages to view error
information. The error messages are displayed in the System Message
Viewer: Tutorial System dialog box.
3 Expand Administration and select Scheduled Services. Check the
service queue to ensure that the scheduled services are available.
4 Manually run each service with each subscription set it can use, one at a
time. To do this, right-click the service and select Run Immediately.
Check the System Message Viewer for errors during service execution.
5 Create a test subscription set that includes a test subscription for each
supported locale and device in the target system. Then add this
subscription set to every active service. For information on creating a
subscription set, see the Narrowcast Server Application Designer Guide.
have a test subscription set available, you do not
Ifneedyoutoalready
create another one. You can use the existing test
subscription set to test the subscriptions.
6 Manually run each service with the test subscription set. To do this,
right-click the service and select Run Immediately. Check the messages
generated to ensure that the correct content is being delivered.
7 Note and deactivate all the active schedules to disable service execution.
To do this, right-click the schedule and select Activate or Deactivate.
8 Re-enable message delivery via email and SMS. To do this, select the
Send to Recipient via SMTP option from the Information Transmitter
Email (SMTP) dialog box. For more information, see the Narrowcast
Server System Administrator Guide.
Testing Subscription Portal behavior

If your organization has a test procedure available, use that procedure to test
the Subscription Portal behavior. You can also check the following in the
Subscription Portal website to test the Subscription Portal behavior in the
upgraded application:
Authentication behavior of the application when you log on to the

upgraded target system.
Availability and behavior of the locales (languages) on the upgraded

Subscription Portal. To do this, on the User Preferences page, ensure that
Testing Subscription Portal behavior
21
Testing the Upgrade
choosing a different language changes the Subscription Portal interface

text to display the appropriate content.
Availability of devices and whether addresses can be created, modified,

and removed using the devices.
Whether subscriptions to each service can be viewed, created, modified,

and deleted. Check the test services with dynamic subscription set
capabilities.
Whether subscription preferences can be modified.
Whether reports delivered to the Subscription Portal can be viewed.
22 Testing Subscription Portal behavior
4
4.
UPGRADING THE PRODUCTION

ENVIRONMENT
Introduction
This chapter explains the procedure to upgrade your production system. It is
assumed that you have upgraded the Narrowcast Server system in a test
environment and tested the upgraded Narrowcast Server System. For more
information, see Upgrading the Test Environment, page 3 and Testing the
Upgrade, page 13.
Upgrading the production system is the final step in the process of upgrading
your existing Narrowcast Server system. Performing this step changes your
existing Narrowcast Server from its current version to the new version.
upgrading to 9.0, Web deliveries must be migrated to
Before
Distribution Services, as the upgrade process will remove all the Web
deliveries information. Information to perform this important
preparation step is below.
The high-level upgrade tasks include the following:
1 Shutting down the existing version of the production system, page 24.
2 Installing the later version of Narrowcast Server on production
machines, page 24.
23
Upgrading the Production Environment
3 Preparing to upgrade, page 25.

4 Upgrading the older version on the production system, page 25.
5 Modifying the upgraded production system to use production machines,
page 27.
6 Merging changes from the testing system, page 27.
7 Restarting the production system, page 27.
Shutting down the existing version of the

production system
To begin upgrading your production system, you must first shut down your
existing system using the earlier version of Narrowcast Administrator. This
step is necessary to ensure that new subscriptions are not created in your
system and services are not executed until after the upgrade is completed.
Installing the later version of Narrowcast Server

on production machines
1 Before you begin the installation process, append .backup to all files that
have the extension properties in the application folder (Program
Files\MicroStrategy\Narrowcast Server) and its subfolders,
and the common files folder (Common Files\MicroStrategy) and its
subfolders. These files might be overwritten during the installation
process, making it difficult to restore your earlier version configuration in
the event that you need to do so.
2 Refer to the MicroStrategy Readme files to ensure that installation can
be performed on existing hardware. However, if additional hardware is
available for Delivery Engine components, these machines can be used to
reduce production system down time during the installation process.
3 Install the later version of Narrowcast Server on production machines.
Refer to the Narrowcast Server Installation and Configuration Guide
for steps for product installation and configuration.
24 Shutting down the existing version of the production system
Preparing to upgrade
If you are upgrading your production system to machines other than the
ones currently used for production, ensure that data source names are
available pointing to the Object Repository, Subscription Book
Repository, and Portal Repository of the system to be upgraded.
Ensure that sufficient space is available in the Object Repository,

Subscription Book Repository, and Portal Repository databases to copy
all Narrowcast Server tables in these locations. Also, the upgrade process
requires additional working space in these locations for transaction
management. For these reasons, it is advisable to have at least three times
as much space freely available in each of these database locations as is
occupied by the current tables. Refer to your database administration
guide for information on how to increase database size, if necessary.
The upgrade process provided with Narrowcast Server assumes that the
system you want to upgrade is the system registered on the machine
where the Upgrade utility is being used. If this is not the case, you need to
specify the data source name, database, database type, user ID, password,
and table prefix for the database hosting the Object Repository of the
system you want to upgrade. For this reason, it is recommended that you
write down this information before starting the upgrade process. This
information can be retrieved in the System Configuration Wizard.
Upgrading the older version on the production

system
To upgrade the older version of Narrowcast Server on the production system
1 Launch the Narrowcast Server system upgrade utility from Narrowcast

Administrator by selecting Upgrade Narrowcast Server System from
the Tools menu.
The upgrade tool reads the registry for a currently registered system to
upgrade. If a system is found, the prefix, database type, data source name,
login ID, and password are populated automatically by the tool.
If no system is currently registered, or if you wish to upgrade a system
other than the system currently registered, you must type the prefix,
database type, data source name, login ID, password, and database
Preparing to upgrade
25
(optional). This information corresponds to the Object Repository of the

system. The upgrade tool automatically upgrades the Subscription Book
Repository associated with the supplied Object Repository.
2 By default, the Commit changes incrementally check box is selected.
This option reduces the memory consumption of the machine that is
being used for the upgrade.
3 Click Upgrade to begin the upgrade process. The upgraded information
repositories are created and populated in the same database as your
existing version information repositories.
Upgrading from MicroStrategy Narrowcast Server 8.x

The version of JVM that ships with MicroStrategy 9.0 does not support
strong encryption. To enable strong encryption, the JVM on the Narrowcast
Server machine must be updated. The steps below show you how to install a
later version of JVM.
To install a later version of JVM
1 Download the Java Cryptography Extension (JCE) Unlimited Strength

Jurisdiction Policy Files 1.4.2 from http://java.sun.com/j2se/
1.4.2/download.html from the Other Downloads area of the page.
is one of the files that is downloaded with the step
README.txt
above.
2 Follow the instructions in the README.txt file to install the jar files in
Program Files\Common Files\MicroStrategy\JRE\142_06\
lib\security.
3 Upgrade the Narrowcast Server repository. To do this, open the
Configuration Wizard in Narrowcast Administrator. Select the Configure
multiple machines option and then click through the clustering dialog
boxes.
On larger and slower systems, the upgrade process can take four hours or
more. Once the upgrade has started, information appears in the Upgrade
Summary section to outline the different steps being carried out. If an error
is encountered during the process, the changes up to that point are rolled
back to their original state.
26 Upgrading the older version on the production system
If the upgrade process is successful, you are presented with an option to

commit the changes made or to roll back the changes made. These changes
do not impact your existing version 8.x system.
your system is clustered, you must review the setup for the
IfIntelligence
Server cluster in the Information Source Wizard after the
upgrade is complete.
Modifying the upgraded production system to

use production machines
Using the Narrowcast Server Export/Import tools, change the Distribution
Manager, Execution Engine, and MicroStrategy Logging Server.
Merging changes from the testing system

Use Narrowcast Administrators object management capabilities to migrate
any required changes from the upgraded testing system to the production
system.
Restarting the production system

The last step in the process of upgrading your production system is to restart
the system. First, reboot each server to ensure that all configuration changes
take effect. Then, using Narrowcast Administrator, start your system from
the System menu.
Modifying the upgraded production system to use production machines
27
28 Restarting the production system
INDEX
B
best practices 4
file delivery, modifying 14

functional areas, testing 17
C
configuring
Distribution Manager 11
Execution Engine 11
Subscription Portal 11
upgraded system 11
content information object 18
copying a Narrowcast Server repository 5
I
information object
content 18
subscription and content 17
testing 17
installing Narrowcast Server 24
international support xxv
data warehouse, modifying 16

Distribution Manager configuration 11
dynamic subscription, testing 18
Logging Server, testing 20
E
email delivery, modifying 14
Execution Engine configuration 11
M
merging changes from the testing
system 27
modifying
data warehouse 16
email delivery 14
file delivery 14
portal delivery 16
29
Index
print delivery 15
SMS delivery 15
upgraded production system 27
N
Narrowcast Server
configuring 11
installing 24
registering 11
P
portal delivery, modifying 16
prerequisites for upgrading Narrowcast
Sever 4
print delivery, modifying 15
R
registering
copied version of Narrowcast Server 8
Repository Copy Tool 5
restarting the production system 27
S
service execution, testing 20
simple mail transfer protocol for an information transmitter 19
SMS delivery, modifying 15
SMTP information transmitter, testing 19
stylesheet, XSL 19
subscription and content information
objects 17
Subscription Portal
configuring 11
testing 21
support
international xxv
30
support. See technical support.
T
technical support xxv
testing
dynamic subscription 18
functional areas 17
information object 17
Logging Server 20
service execution 20
SMTP information transmitter 19
Subscription Portal 21
upgraded system 13
user information source 18
XSL stylesheet 19
U
upgrade utility 25
upgraded production system,
modifying 27
upgraded system, configuring 11
upgrading
best practices 4
copied Narrowcast Server system 9
earlier version on production
system 25
high level steps 3
preparation 25
prerequisites 4
user information source, testing 18
X
XSL stylesheet, testing 19

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Narrowcast Server

Twenty-fifth Edition, Analytics Enterprise

International Components for Unicode

Description of this Guide ......................................................... xiii

2. Upgrading the Test

2013 MicroStrategy, Inc.

Narrowcast Server Upgrade Guide

Registering the upgraded Narrowcast Server system ................. 11

2013 MicroStrategy, Inc.

BOOK OVERVIEW AND

Description of this Guide

Chapter 1, New Features in Narrowcast Server

Chapter 2, Upgrading the Test Environment

2013 MicroStrategy, Inc.

Book Overview and Additional Resources

Narrowcast Server Upgrade Guide

Chapter 3, Testing the Upgrade

Chapter 4, Upgrading the Production Environment

About this book

Whats new in this guide

xiv About this book

2013 MicroStrategy, Inc.

Narrowcast Server Upgrade Guide

Book Overview and Additional Resources

Who should use this guide

You understand common Narrowcast Server concepts and terminology

You have a working knowledge of MicroStrategy Intelligence Server and

For an introduction to Narrowcast Server and the terminology above, refer to

Manuals: In general, MicroStrategy manuals provide:

Introductory information and concepts

Examples and images

Checklists and high-level procedures to get started

2013 MicroStrategy, Inc.

Book Overview and Additional Resources

Narrowcast Server Upgrade Guide

Help: In general, MicroStrategy help provides:

Detailed steps to perform procedures

Descriptions of each option on every software screen

Manuals for MicroStrategy overview and evaluation

Introduction to MicroStrategy: Evaluation Guide

MicroStrategy Evaluation Edition Quick Start Guide

MicroStrategy Suite: Quick Start Guide

2013 MicroStrategy, Inc.

Narrowcast Server Upgrade Guide

Book Overview and Additional Resources

Resources for Identity and Loyalty

Alert Commerce Management System (CMS) Guide and Alert API

Usher Administration Guide

Manuals for query, reporting, and analysis

MicroStrategy Installation and Configuration Guide

MicroStrategy Upgrade Guide

MicroStrategy Project Design Guide

MicroStrategy Basic Reporting Guide

MicroStrategy Advanced Reporting Guide: Enhancing Your Business

Document and Dashboard Analysis Guide

2013 MicroStrategy, Inc.

Book Overview and Additional Resources

Narrowcast Server Upgrade Guide

concepts about projects and reports presented in the MicroStrategy

MicroStrategy Report Services Document Creation Guide: Creating

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MicroStrategy OLAP Services Guide