Post-upgrade setup for watsonx BI

If you upgrade to IBM® Software Hub version 5.4 from IBM Software Hub version 5.2.x, you must complete the post-upgrade setup for watsonx BI.

Before you begin

You need to complete this post upgrade setup only one time, when you first upgrade from IBM Software Hub version 5.2.x. Make sure that any users that you want to add to your watsonx BI community are in your identity provider and that your identity provider is configured in IBM Software Hub.

About this task

If you upgrade directly from IBM Software Hub version 5.2.x to version 5.4, you must assign the platform role of Business Intelligence Administrator to only one user. After the Business Intelligence Administrator accesses the watsonx BI service, the account upgrade begins. During the account upgrade, users who were previously members of your watsonx BI community are automatically assigned to new service-level roles that correspond to their roles in version 5.4.

If users in your community are not automatically assigned to new roles, as the Business Intelligence Administrator, you can manually edit their roles.
Note: Use only the existing roles in the BI community. Do not create any new roles for your users or groups.
Table 1. Roles in IBM Software Hub version 5.2 and their equivalent in IBM Software Hub version 5.4.
Role in IBM Software Hub version 5.2.x Role in IBM Software Hub version 5.4 and later
Administrator Business Intelligence Administrator
Data Steward Business Intelligence Analyst
User Business Intelligence Consumer

Complete the following steps only if users in your BI community were not automatically assigned to new roles.

Procedure

  1. In the Business Intelligence perspective, click the Settings icon > Configuration and settings to open the Manage BI community tab.
  2. Click the name of the user or group whose role you want to change > Role and assign the new role.

What to do next

You are now ready to use watsonx BI.