BO XI 3.1 and Service Pack 7 Upgrade

[Former Member]

Hi Folks,

Hope you have a wonderful day.

Question: 1

In my company still we are using BO XI 3.1 and Service Pack 3.2.

Now, We are planned to upgrade Service pack 7. Even though deadline come to close my company decided to go through Service 7.

Please suggest me what are all the steps I need to do before going to upgrade.

Question: 2

In my org, we are maintaining separate servers for Webi, Crystal, CMC and etc.

Now, I need to merge Crystal,Webi,CMC in to one server and upgrade with service pack 7.

Please suggest me what are all the steps need to follow before and after installation.

[CdnConnection · Accepted solution]

Ram,

    Since you are running an much older SP2 you will need to do it in stages due to major changes.

First - Suggest upgrading to SP4 &/or SP5 ( Suggest SP5)

Second - Final upgrade to SP7

Regards,

Ajay

[Former Member · Accepted solution]

Hi Ajay,

Thank you.

Can you please suggest me step by step process. Bcz, I'm totally new to Admin part.

[CdnConnection · Accepted solution]

Ram,

   You should first test the risks in DEV first.

Suggest:

• Dev take full back-up of your BOE XI 3.1 w/ SP2 server
• Upgrade to SP5, then test key WebI / Crystal / DeskI / .... Objects
• If all good.... Take another back-up
• Upgrade to SP7, then do final test of all Objects
• If all works with No Risk then you can do in PROD Cluster.

PROD

• Take full back-up of Cluster Servers
• Upgrade to SP5, first CMS ( DO NOT STOP / RESTART SERVER )
• Then Second CMS, cluster , . ..  ( DO NOT STOP / RESTART SERVER )
• When all servers within cluster done, do end-to-end test
• Take full back-up of Cluster Servers
• Finally Upgrade to SP7, first CMS ( DO NOT STOP / RESTART SERVER )
• Then Second CMS, cluster , . ..  ( DO NOT STOP / RESTART SERVER )
• When all servers within cluster done, do end-to-end test
• You are now LIVE

Do you have a DEV / QA / SANDBOX environment to test first !!!

Ajay

[Former Member]

This message was moderated.

[Former Member]

Ajay,

Thank you so much for your help.

[CdnConnection]

Ram,

    You mark the wrong part of the blog correct.   Please UN-correct with your name and correct beside the solution with my name

Ajay

[Former Member]

Hi Ajay,

Thank you so much. Can you please send me how we can do through infoview.

If you have steps that would be great help.

[CdnConnection]

Ram,

     Here is just a quick example of what you can do?

Crystal

- View / Refresh / Print / Schedule / Publish

WebI

- View / Refresh / Edit / Create / Print / Schedule / Publish

DeskI

- View / Refresh / Print / Schedule / Schedule / Publish

Xcelius / Dashboards

- View / Refresh / Print

- How long have been using BOE XI 3.1.7 ?

- What kind of reports are you using ?

You can also install Mobile Add-On for FREE on the server and view content using Tablet / Smart Phone.

Regards,

Ajay

PS: If the information provided was helpful in resolving your issues, please mark the block resolved (correct).

[Former Member]

Means, If I do install patch 5 and then 7 on client machine it will effect only to me right. how we can install on servers?

Can you please explain me how to do in Dev, QA, Prod.

Ex: I need to install fresh copy of 3.1 w sp3 and update with sp5 finally 7. This is correct..?

This will apply same steps for all the servers right. ?

I'm sorry, can you please explain me the procedure to upgrade Servers and Tools. 

[CdnConnection]

Ram,

   That is CORRECT.  You need FIRST update all the SERVER components and using InfoView.  Then you would upgrade the CLIENT tools another end-to-end test using the client tools.

This way if you have issues after the SERVERS are upgraded using InfoView then you can restore from back-up.

Regards,

Ajay

[Former Member]

Jawahar,

I need one more help,  If I do update Client Tools with SP 7. Is there any effect to Servers as well.

Please let me know.

[former_member185603]

You can update in your client machine with SP7, It will not affect servers. It is not recommnded.

but you will see issues, if both server and client tools are not in same pacth level.

[Former Member]

Also, Is there any way to find the Version and Service packs installed in existing system Client Tools. I'm not sure what are the exact SP are installed in my current system.

[former_member185603]

You can go to control panel and add remove programs, you can check which version is installed.

[CdnConnection]

Ram,

    You can always download 90-day trial copy on Windows 2003 &/0r 2008 for testing purpose.  If you launch the client tool and look for about, you should build #

See below

BOE XI 3.1       [ RTM - Sept 26th 2008 ]              12.1.0.882

BOE XI 3.1 w/ SP2 [ RTM - July 23rd 2009 ]          12.2.0.290

BOE XI 3.1 w/ SP3 [ RTM - May 25th 2010 ]         12.3.0.601

BOE XI 3.1 w/ SP4 [ RTM - June 1st 2011 ]           12.4.0.966

BOE XI 3.1 w/ SP5 [ RTM - Dec 8th 2011 ]            12.5.0.1190

BOE XI 3.1 w/ SP6 [ RTM - Feb 14th 2013 ]          12.6.0.1596

BOE XI 3.1 w/ SP7 [ RTM - Mar 28th 2014 ]          12.7.0.1983

Ajay

[Former Member]

Is there any issue with installation XI 3.2 sp 3 in W7.?

If I wan to create a sandbox in same server having DEV is there any issues and I guess port number have some concerns while installing right..?

[former_member185603]

Sever install need to be done on server, not client OS.

You cannot install same version of BO in the same server, you can install BO 3.1 and 4.1 in same server for testing purpose, but not 3.1 SP3 and 3.1 SP7

[Former Member]

Jawahar,

How to create a Sandbox Server First. Is there any steps to follow.

[former_member185603]

Follow above Ajay's suggestions.

Build a complete new server. migrate some sample reports to test on a new server. Verify the upgrade.

Or if you want to replicate current existing environment, use below links.

[former_member185603]

You cannot apply SP7 directly on top of SP3. First you need to go to SP5 and SP7. Test in a sand box first and apply in production.

Q#2: I amo not sure different servers webi, crystal and CMC? Did you have clustered environment where webi servers in one , crystal in one and CMS server in one?

[Former Member]

Hi Jawahar,

Thanks for your help.

Yes, Its been maintained Cluster and its distributed all tools with multiple servers. 

[former_member185603]

Why do you want to combine it to one? That was done for specific reason. if all the servers are in one server, it may not perform as expected depending on your usage.

[Former Member]

You right, Due to reducing server cost company need to make it under one Server.