This article contains guidelines on upgrading the Pentaho suite. We walk you through the upgrade steps, including information on what to have ready before you begin, what you'll need to back up and restore, updating design tools, and starting and testing your new version of Pentaho.
Our intended audience is Pentaho administrators.
The Components Reference in Pentaho Documentation has a complete list of supported software and hardware.
Before You Begin
This document assumes that you know specifics of your Pentaho installation and usage, including what environments you have configured (development, test, production, and so on), your server’s operating system and version, the user information for the user running Pentaho processes, any customizations, and other details.
There are checklists included in the attached Upgrade document, providing more details and a way for you to keep track of your progress.
We encourage you to view our recent webinar, Guidelines for Upgrading Pentaho 8.2. It has useful tips for upgrading regardless of version.
Best Practices for Upgrading - Step By Step
The process of upgrading to Pentaho 9.0 involves a few steps, but it does not have to be difficult. You will need to have all the necessary information and software available to you, and then it will be a simple matter of following your upgrade path from beginning to end. If you have custom configurations, contact your CSM, and then Support, and let them know before upgrading.
Figure 1: Upgrading to Pentaho 9.0
You can find details on these topics in the following sections:
- Determine Upgrade Path
- Check System Environment
- Perform Incremental Upgrade (if necessary)
- Perform Pentaho 9.0 Upgrade
- Update Pentaho Design Tools
- Start and Test Pentaho
Determine Upgrade Path
The first thing you’ll need to do when you are tasked with upgrading is to figure out which upgrade path to take. Your upgrade path is dependent on a few things, mainly your current version of Pentaho and which version you want to upgrade to.
If you don’t see your current version listed in this document, please check here and/or contact Support for assistance.
What Version Am I Currently On?
To find out which version of Pentaho you have installed, open the PDI Client (Spoon) or the Pentaho User Console (PUC), and click on Help, and then About.
If you need release notes for any Pentaho version, check the Pentaho Customer Portal.
What's New in Pentaho Documentation
- What's New in Pentaho 9.0
- What's New in Pentaho 8.3
- What's New in Pentaho 8.2
- What’s New in Pentaho 8.1
- What’s New in Pentaho 8.0
Check System Environment
To upgrade as smoothly as possible, you will need to know all the relevant details about your Pentaho installation and environment(s). The Pentaho Upgrade Checklists (at the end of the linked PDF) will help you with these details.
Once you have all this information, make sure that your current specifications meet the requirements for your new version of Pentaho. The Components Reference for Pentaho 9.0 has a complete list of specifications.
If you have custom configurations, contact your CSM, then Support, and let them know before upgrading.
Which Path Will Get Me to 9.0?
If you are currently running Pentaho version 7.1 or greater, your process will be straightforward. You will be able to upgrade directly to Pentaho 9.0 from your current version, so you can skip to that section.
If you are running a version prior to 7.1, you will need to perform an incremental upgrade by installing an interim version of Pentaho before upgrading to 9.0. Here is your path:
- If you are running version 7.0, you will need to upgrade first to 8.3, and from there to 9.0.
- If you are running version 6.1, you will need to upgrade first to 8.1, and from there to 9.0.
- If you are running version 6.0, you will need to upgrade first to 7.1, and from there to 9.0.
Figure 2: Upgrading to 9.0 from 6.0 - 8.3
Perform Incremental Upgrade (if necessary)
If you are running a version of Pentaho prior to 7.1 and need to do an incremental upgrade to get to 9.0, you will need to follow some detailed instructions including backing up and restoring your configuration and solutions files and upgrading to your interim Pentaho version. Then you will be able to move on to the instructions for installing 9.0.
- Upgrading 6.0 to 8.1: Follow these instructions to upgrade to 8.1. Once you have completed all the instructions there, move on to Perform Pentaho 9.0 Upgrade.
- Upgrading 6.1 to 7.1: Follow these instructions to upgrade to 7.1. Once you have completed all the instructions there, move on to Perform Pentaho 9.0 Upgrade.
- Upgrading 7.0 to 8.3: If you are using Pentaho 7.0 that was previously upgraded to the DI server only, follow the DI Server instructions. Otherwise, follow the 8.3 Pentaho Upgrade instructions. Once you have completed the 8.3 installation, move on to Perform Pentaho 9.0 Upgrade.
Perform Pentaho 9.0 Upgrade
After your installation folder and repository databases are backed up, and you are running Pentaho 7.1+, you are ready to install Pentaho 9.0.
We recommend that you use the archive method for installing Pentaho.
The Upgrade the Pentaho Server documentation shows how to install Pentaho 9.0.
Update Pentaho Design Tools
The Pentaho Design Tools, also known as Pentaho Client Tools, are available for reinstallation either with the Pentaho Business Analytics Installation Wizard or manually.
Installation of the Pentaho Design Tools walks you through this process.
Start and Test Pentaho
Once you have upgraded your software and updated your Pentaho Design Tools, all that remains is to start and test your new Pentaho server software.
- Begin with Starting the Pentaho Server after an Archive Installation.
- Once you have successfully restarted your Pentaho Server, move on to the Post-Upgrade Tasks.
For troubleshooting, refer to Installation and Upgrade Issues.
Here are some links to information that you may find helpful while using this best practices document:
- Import and Export PDI Content
- Installation and Upgrade Issues
- Installation of the Pentaho Design Tools
- Pentaho Components Reference
- Pentaho Customer Portal
- Pentaho Training Courses
- Starting the Pentaho Server after an Archive Installation
- Upload and Download from the Pentaho Repository
- What’s New in Pentaho