Preparing to upgrade
Do the following:
Download the product files from the BMC Electronic Product Distribution (EPD) site. For more information, see Downloading the installation files
- Review the system requirements for TrueSight Smart Reporting - Platform.
- If you have custom certificates, ensure that your files are not overwritten by the upgrade process.
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.
- Close all the files and folders opened in the current sessions. Also, close other user sessions on the server before starting the upgrade.
- 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.