Upgrading IBM® Planning Analytics Workspace Local from version 2.0 to 2.1

Upgrading Planning Analytics Workspace Local from a 2.0 version to a 2.1 version uses the same process as updating from a Planning Analytics Workspace Local 2.0 release to a later 2.0 release.

About this task

Before any Planning Analytics Workspace Local upgrade, perform a backup by running the backup script.

The upgrade process is expected to retain all Planning Analytics Workspacecontent (books, views, workbenches, plans, applications), users and groups, and configuration settings. Running the backup script is advised as a precaution.

Procedure

  1. Unzip the Planning Analytics Workspace 2.1 zip file into a new directory on the same system as the existing Planning Analytics Workspace deployment.
  2. Stop the existing Planning Analytics Workspace deployment.
    • On Windows, run paw.ps1 stop from the <paw_install_location>/scripts directory.
    • On Linux, run paw.sh stop from the <paw_install_location>/scripts directory
  3. Copy the <paw_install_location>/config/paw.ps1 file (Windows) or <paw_install_location>/config/paw.env file (Linux) from your existing installation to the new installation location.
  4. Copy the <paw_install_location>/config/certs directory from your existing installation to the new installation location.
  5. Validate that the variables in the paw.ps1 or paw.env file do not reference files in the existing Planning Analytics Workspace deployment directory. If necessary, update variables to reference the new Planning Analytics Workspace deployment directory.
  6. Run the Start.ps1 (Windows) or Start.sh (Linux) script in the root of the new deployment directory to install Planning Analytics Workspace.
    1. Reply y when prompted to install new images.
    2. Reply y if changes are required in the administration tool. The administration tool is a graphic interface you can use to modify the variables in the <paw_install_location>\config\paw.ps1 file (Windows) or <paw_install_location>/config/paw.env file (Linux). When updating from a previous version it is not necessary to make changes to these files.

What to do next

Planning Analytics Workspace Local includes cleanup scripts in the <paw_install_location>/scripts directory. clean.ps1 is the cleanup script for Windows, clean.sh is the cleanup script for Linux.

After successfully upgrading to Planning Analytics Workspace Local, run the appropriate cleanup script in the previous installation location to remove images from the previous release.