This article will help you upgrade FineBI smoothly from the version 5.X to 6.0.
This upgrade tool can only upgrade to version 6.0.5. You can contact technical support for assistance in upgrading to at least version 6.0.7 before using.
Preview and learn FineBI 6.0 from the following materials.
Documents
Content Summary
Target Audience
100 FAQ for Beginners
It explains common questions encountered by new users of FineBI 6.0.
Users
Getting Familiar with FineBI in Five Minutes
Get started quickly with FineBI 6.0 through a simple analysis case.
Getting Started with FineBI 6.0
A complete BI introductory course based on FineBI 6.0
FineBI 6.0 Demo
You can try the 6.0 version online.
Users and Admins
Comparison Video Between Version 5 and 6
Highlight the new features of version 6.0 by explaining the differences between version 5 and 6.
Resource Management Recommendations
Resource management plans after upgrading
The changes from version 5 to version 6.0
Admins
Q: How to upgrade from version 5 to version 6?
A: You need to use the upgrade tool. The process usually takes about 2 hours, generally no more than 5 hours.
Q: Can FRBI integrated engineering use this upgrade tool?
A: Yes, the upgrade tool supports FRBI integrated engineering, and FR will be upgraded to FR11.
Q: What are the improvements in version 6 compared to version 5?
A: For details, see 6.0 Update Log.
Q: Where can I experience the version 6.0?
A: We provide an online demo for experience: DEMO Experience.
1. Reading the Compatibility Instruction
For details, see 6.0 Compatibility Instruction.
2. Business Issues
Before the upgrade, you need to negotiate business issues with the corresponding sales.
If the environment uses an official lic, that is, an authorization with a registration period of 100 years, you need to disable it before the upgrade. (Note: Annual membership clients do not need to disable it.)
The Complete Process of Disabling Lic
Step 1: Authorization migration
a. Confirm whether the server is officially authorized. Log in as an admins to FanRuan Decision-Making Platform, click Manage > Registration > Version Information to confirm the expiration time. If it expires in 100 years, the server is officially authorized. Take a screenshot and send it to the upgrade group to confirm.
b. Find out the FanRuan. lic file in the installation directory of the BI Server (for example: tomcat\webapps\webroot\WEB- INF\resources), and send the file to the upgrade group.
c. Contact the corresponding personnel for upgrade, and obtain the authorization migration plugin. The plugin will automatically disable the authorization for the past BI project, and generate a registration lic for the new BI project. For details, see Authorization Migration Plugin.
d. After disabling it, refresh the page and click Manage > Registration > Version Information again to revisit the registration information. Confirm the registration status, and send a screenshot to the upgrade group.
Step 2: Official authorization to apply operation after upgrading
Upon successful upgrade, you will obtain a temporary authorization first. According to the upgrade team's requirements, you can obtain the license by sending an email to the business team.
Use the email address specified in the contract to send the registration information to FineBI business team(business@fanruan.com). The email format is as follows:
List
Content
Notes
Priority Contact
Contact FanRuan businessmen in advance to confirm relevant matters and sign the contract.
/
Sender
Use the email specified in the contract.
If you do not use the email specified in the contract to send registration information, the registration will not be allowed.
Recipient
business@fanruan.com
Title
Document of XXX Company's Registration for FineBI Official Authorization
If you do not mark the company name in the email, the registration will not be allowed.
Body
Company name: XXX Company
Project name: XXX Project
Contract signing date: YYYY/MM/DD
Registration method: local machine information authentication
Concurrency, user number, and other information will be registered according to the signed contract.
Attachment
The aforementioned exported rif files
Do not open generated RegistrationInformation.rif file. It will corrupt the files. If you send them to FanRuan business team, the registration will not be allowed.
3. Risk Detection
Detect risks through the risk detection plugin before the upgrade.
For details about installing risk detection plugin, see Detection before Upgrading.
Check the risks detected carefully and make modifications according to tips before upgrading.
1. Backup, upgrade, and restore instructions.
For details about backup and restore, see 5.1-6.0 Backup Upgrade Rollback Methods.
2. Get the upgrade tool with the help of FanRuan staff. For details about the upgrade process, see 6.0 Upgrade. (Note: Quit BI project during the upgrade.)
l A report will be generated after the upgrade. The admins should check the report after the upgrade. For details, see Checking Upgrade Report after Upgrading.
l A tool to quickly check whether the project template is normal: FineBI Checking Tool
If you need rollback after upgrading, you can operate according to the backup file before upgrading. FineBI will revert back to the status before upgrading. Anything created after upgrading can not be retained.
Version 6.0 greatly optimizes the analysis path. Users of version 5.0 need to adapt to it. We provide the following information to help you to quickly adapt to version 6.0.
1. Comparison video between the new and old versions
You can learn the differences between version 5 and 6 through the link.
2. Resource management after upgrading
We also suggest the admins to study the above content and sort the resources after upgrading according to the actual situation to help users to adapt quickly.
Note: This method can also be used to solve the problem that there is no data in the analysis theme of upgraded dashboard.
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