Preparing to upgrade

Do the following:

1. Download the product files from the BMC Electronic Product Distribution (EPD) site. For more information, see Downloading the installation files
2. Review the system requirements for TrueSight Smart Reporting - Platform.
3. If you have custom certificates, ensure that your files are not overwritten by the upgrade process.

4. Back up the following:

   • TrueSight Smart Reporting - Platform or Yellowfin database
   • TrueSight Smart Reporting - Platform file system
   • Report content. For more information, see Exporting, importing, and backing up report content.
5. Close all the files and folders opened in the current sessions. Also, close other user sessions on the server before starting the upgrade.
6. Review the performance and scaling recommendations for TrueSight Smart Reporting - Platform.

Further reading

• If the upgrade is unsuccessful and you need to roll it back, see  the Yellowfin documentation  (https://community.yellowfinbi.com/knowledge-base/article/how-do-i-roll-back-yellowfin-to-a-previous-version?_ga=2.114632519.13403643.1572321400-11916554.1557730870).
• To review the system requirements, see  System requirements for TrueSight Smart Reporting - Platform .
• To review the performance and scaling recommendations, see  Performance and scalability recommendations for TrueSight Smart Reporting - Platform .
• To review the instructions for implementing private certificates, see  Implementing private certificates in TrueSight Smart Reporting - Platform .