Upgrading Umbria

Umbria is occasionally upgraded to introduce new features and bug fixes. The instructions below walk you through upgrading Umbria for an incremental update. See Installing Umbria if you have never run Umbria at your firm previously or if Umbria was completely uninstalled first. See Upgrading Umbria License Checklist for that process.

To upgrade the Umbria Web server:

Download the Umbria installer (.MSI version) from support.prosperoware.com to a temporary location.
Navigate to the download location and double-click the installer to start the upgrade process. The Setup Wizard opens.
Click the Next button once it becomes selectable. The End-User License Agreement screen appears.
Select the I accept the terms in the License Agreement checkbox and click Next. The Destination Folder screen appears.
The default installation path appears. Click Change… to choose a different location, then click Next. The Custom Setup screen appears.
Tip: Prosperoware recommends installing Umbria on a separate drive, preferably, but can be installed on the same drive in \Program Files\Prosperoware.Umbria\
Select only the Umbria Web Server to be installed, then click Next. The User Information screen appears.
Note: The Umbria Web server can also host an Agent.
The Full Name and Organization fields are optional.
Click the Browse button and locate the previous license file if not already populated. If the path already is showing in the License Key field, click the Use existing license file checkbox and the Skip IIS Configuration checkbox, and click Next. The User Information for Windows Services screen appears.
Type the domain name, username, and password for the service account, then click Next. The Ready to install Prosperoware Umbria screen appears.
Note: All commands are processed by the IIS application pool.
Click the Install button to begin installing Umbria. A progress bar appears showing the advancement of the installation.
Note: A command prompt pop-up box will appear for a portion of the install resetting the IIS application pool. It closes automatically.
Click the Next button when it becomes selectable. The Completed the Prosperoware Umbria Setup Wizard screen appears when done.
Click the Finish button to complete this part of installation and continue to the next section to upgrade the Umbria Agent.

To upgrade Umbria Agent:

Navigate to the .MSI file used when upgrading the Web server and double-click the installer to start the upgrade process again. The Prosperoware Umbria [build #] Setup Wizard opens.
Refer to the instruction for Installing the Umbria Agent Server here for the rest of the steps.
Click Finish to complete this part of the upgrade and continue to the Upgrade Umbria Scripts section below.

To upgrade Umbria scripts:

This checks the Umbria schema if there are any schema updates since the last build installed, and prompts to update the database. This is to be done after upgrading the Web server (and Agent if applicable).

Go to your browser and type http://<servername>/umbria/install. (<servername>here is the client URL, in use)

Note: On upgrade, run the install page before you log in to ensure no errors occur.

One of the following two scenarios occurs:
1. New scripts are available. Select Make database backup and restore database if upgrade fails, then click Upgrade Now to continue. The home page appears once the script update has completed.
2. Scripts do not need to be updated as there were no changes since Umbria was last installed/upgraded, and you are redirected to the Umbria home page.

Tip: If the tables need to be truncated and data re-imported, see Truncating Tables and Re-Importing Data.

To install Umbria Answers:

Double-click the program to start the Umbria Answers Setup. Click Next to proceed to the End-User License Agreement.
After reading through the license agreement, check I accept the terms in the License Agreement and click Next to advance to the Destination Folder screen.

Tip: You cannot continue past this step if you do not accept the License Agreement.
If you would like to install Umbria Answers somewhere other than the default location of C:\Program Files\Prosperoware.Umbria\Answers, click Change... and navigate to your desired installation folder; otherwise, leave the path unchanged. Click Next to continue.
The User Information for Windows Services screen appears. Click the System User radio button and click Next. The Ready to Install Umbria Answers screen appears.
Click the Install button. The installer proceeds to download needed components.
Once the installer has finished, a Completed the Umbria Answers Setup Wizard dialog appears; click Finish. The Setup Wizard closes.
Umbria Answers is now installed as a service on your local system. You can stop or restart the Umbria Answers service from Windows Services.

Note: Post Umbria Answers installation, review the JDBC URL and the Hibernate settings in the Prosperoware.Umbria\Answers\configs >db. properties file. Refer instructions below.

Configuration settings for Umbria Answers db.properties file

If your Umbria database name includes any special characters such as (''=' ';' ','.' and space), enclose the database name in braces; as a prerequisite for the SQL JDBC driver to support special characters. Review the database name in the JDBC URL and the Hibernate settings.

JDBC URL : The database name in the URL must be enclosed in { } (curly) braces. For e.g. database.url=jdbc:sqlserver: databaseName={Umbria}
Hibernate settings: The database name in the Hibernate settings must be enclosed in [ ] (square) braces. For e.g. hibernate.default_catalog=[Umbria]

Upgrade Umbria

This is a high-level overview of how to upgrade Umbria.

Run the upgrader and then the web-based install/upgrade wizard.
Go into the caliban.config file and find the bottom two connection strings. Enter the data source and initial catalogs for both.
- Caliban.AnalyticsDataSouce refers to the Umbria database containing all the tables that is the same as the first two connection strings.
- Caliban.Analytics refers to the separate Analytics database used just for cube processing.
In your web browser, type /<site path>/install/wizard, then press ENTER.
Skip all the screens except for the Seed Data and the Analytics portions.
- Seed Data- check all the Monthly Exchange Rates (required for several dashboards and to update statistics).
- Analytics- type the Analysis Server Name and Analysis Database Name wanted. These names can be the same name as the Umbria relational database.
When you click Next, Umbria creates the Analytics database.
See the SSAS instructions, using the manual script setup, if the Analytics cube isn’t set up.

Tip: See Database Maintenance Plan Requirements for recommended daily and weekly maintenance.

Upgrading from 2.2 to 3.0

This is a high-level overview of how to upgrade Umbria.

Run the upgrader and then the web-based install/upgrade wizard.
Go into the caliban.config file and find the bottom two connection strings. Enter the data source and initial catalogs for both.
- Caliban.AnalyticsDataSouce refers to the Umbria database containing all the tables that is the same as the first two connection strings.
- Caliban.Analytics refers to the separate Analytics database used just for cube processing.
In your web browser, type /<site path>/install/wizard, then press ENTER.
Skip all the screens except for the Seed Data and the Analytics portions.
- Seed Data- check all the Monthly Exchange Rates (required for several dashboards and to update statistics).
- Analytics- type the Analysis Server Name and Analysis Database Name wanted. These names can be the same name as the Umbria relational database.
When you click Next, Umbria creates the Analytics database.
See the SSAS instructions, using the manual script setup, if the Analytics cube isn’t set up.

Tip: See Database Maintenance Plan Requirements for recommended daily and weekly maintenance.