MIGRATION TO Helical Insight EE version 4.1.1.18666GA

  1. Home
  2. MIGRATION TO Helical Insight EE version 4.1.1.18666GA

Here we will cover the steps about how to migrate your Helical Insight application from an Older version to Helical Insight EE version 4.1.1.18666GA. (released on 24 Aug 2021). With this specific version we have migrated globalConnection.xml to database resulting in better performance and concurrency, pagination at the metadata level and fixing of some other bugs at the Adhoc interface level. You can read in detail on release notes.

Before starting the migration, please take the backup of the following files/folders:

  1. Helical Insight Repository (this contains all reports, dashboard and work related files). Take the backup of entire hi-repository folder except the “System” folder.
    • Path in Windows : 
      “.....\hi\hi-repository”
    • Path in Linux : 
      “...../hi/hi-repository”
  2. Take the backup of globalConnections.xml file. This file consists of all the database connections that we create and save.
    • Path in Windows : : 
      “.....\hi\hi-repository\System\Admin\globalConnections.xml”
    • Path in Linux : 
      “...../hi/hi-repository/System/Admin/globalConnections.xml”
  3. User Role Management migration.
    NOTE : This step is applicable when you migrate from an older versions before 4.0 (i.e. version 3.1 GA onwards and upto version 4.0). From version 4.0 onwards the user role management schema is changed, hence migrating userrole mgmt db from older to this newer will not work as it is.
    • If you have implemented SSO then skip these steps else follow the below steps.
    • These steps are required if you are migrating from version 3.1. This is because the dbschema of user role management of version 4.1 is different from version 3.1.
    • Here we take the back up of user role information from 3.1 and map it to 4.1 , store it over there.
    • Here we are assuming that the user role management is still present on derby. If you have migrated userrole mgmt to some other db, then again these steps are not required. Once you install version 4.1.1.18666GA then directly refer to this blog to shift user role mgmt from derby to the other db of your choice.

    NOTE: If you have migrated from Derby to some other database to store user role management and other information, please take the backup of that accordingly.

    • Download this zip file “Derby-Data-Migration.zip” and extract it.
    • Copy the user role management data present in derby from your current 3.1 instance version of derby folder in the below path into folder “Derby_Data_Migration\derby_3.1”. This is the folder which has just been created as soon as you had extracted the zip on Step a
    • Open command prompt in the current folder and run the “HelicalInsight4.1_DerbyMigration.jar” using the below command in command prompt
    • Java –jar HelicalInsight4.1_DerbyMigration.jar
    • Once the process is done it will show the below text in the console prompt THE PROCESS IS ENDED [Not actionable step-for understanding]. In the folder “Derby_Data_Migration\derby_4.1” now we have the backup of user role management which is compatible with version 4.1
  4. Take the backup of your license file, the name of the file is hdi.license file.
    • Path in Windows : : 
      “..\hi\apache-tomcat-7\webapps\hi-ee\hdi.licence”
    • Path in Linux : 
      “../hi/apache-tomcat-7/webapps/hi-ee/hdi.licence”
  5. Also take the backup of any external jars or Settings you have added, any white labelling files, any custom changes made in charts, any new drivers added, any custom settings in server.xml, any customizations changed in charts.

NOTE: In your case the location may be different based on the Helical Insight Installation directory.

INSTALLATION OF HELICAL INSIGHT 4.1.1 GA:

Please follow below mentioned steps to install Latest Helical Insight version and restore the backup just taken:

Step 1: Uninstall Helical Insight application. Learn here how to uninstall Helical Insight

Step 2: Get the newer Helical insight version 4.1.1 by registering and downloading on company website.

Step 3: Install Helical Insight application by following the blog.

Step 4: Now replace the globalConnections.xml file, hdi.license file, hi-repository folder (OTHER THAN SYSTEMS), hi-ee database at their respective folders. Any other custom changes that have been made, take the backup of those files or folders and replace at their respective locations.

IMP: Please note that do not restore entire hi-repository folder since it has got a system folder also. Restore everything from hi-repository except system folder so that Helical Insight application continues to work.

Step 5: Go to the path 

"....\hi\db\"

. Take a backup of this folder and delete whatever is present in that folder. Copy the db folder from the path “Derby_Data_Migration\derby_4.1” and paste into 4.1.1 server db path 

“............\hi\db\”

.

Note: Helical Insight by default comes with derby database which stores cache and user role information. In case if you might have migrated to db other than derby like MySQL etc …please follow the below steps :

  • Go to the globalConnections.xml file 
    (“……\hi\hi-repository\System\Admin”)

    .

  • In this globalConnections.xml file , check whether connection id “1” points to any database other than derby by going to the datasources page and checking the connectionId. If connection id=1 points to derby only then simply restart the server and skip the below steps. If it points to something else then please open the settings.xml file 
    (“…..\hi\hi-repository\System\Admin”)

    .

  • In settings.xml file , go to the line no:517 , where you find a tag 
    < ForceMigrationDataSource >
  • By default it is 
    < ForceMigrationDataSource > false < ForceMigrationDataSource >.

    Change the value from false to true.

  • Restart the server.
  • Note: after restarting the server please again change it back to false i.e. 
    < ForceMigrationDataSource > false < ForceMigrationDataSource >

Step 6: Any custom changes like white labeling, charts customizations changes, dbfunctions changes, dbdrivers, server.xml etc please compare and restore at their respective paths.

Please reach out to us at support@helicalinsight.com in case of any assistance

You May Also Like

Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered