Upgrade from 7.x or 8.x DI Server to 8.2

Available Update Files

The following files are required to perform a complete Pentaho 8.2 update:

Unzip the Downloaded Files

Perform the following steps to unzip the downloaded files:

1. If needed, move the downloaded files to a temporary location on your current server.
2. Unzip each downloaded file.

You are now prepared to begin your Pentaho 8.2 upgrade.

• Upgrade the DI Server
• Upgrade Your Design Tools

Karaf Customizations

The Pentaho Server installs all the Karaf features upon installation. The system waits for these features to be installed before timing out. The default is to wait two minutes before timing out. If you modified any Karaf feature, you should consider changing the Karaf startup timeout setting.

Password Encoding

Pentaho version 8.0 changed the password encoding from previous versions.

If you are using your own password encoding, this update is not necessary.

If you wish to use this version of password encoding, perform the following steps:

1. Navigate to the pentaho/server/pentaho-server/pentaho-solutions/system directory and open the pentahoObjects.spring.xml file with any text editor.
2. Locate the line that contains: bean id="IPasswordService"
3. Verify or modify the class= value with the following value:

   bean id="IPasswordService" class="org.pentaho.platform.util.KettlePasswordService" scope="singleton"/>

4. Save and close the file.
5. If you modified the class= value in Step 3, you must make the following modification to encrypt the Pentaho Admin password. In the same pentaho/server/pentaho-server/pentaho-solutions/system directory, open the defaultUser.spring.properties.xml file with any text editor.
6. Locate the following lines:

   defaultAdminUserPassword=cGFzc3dvcmQ=
   defaultNonAdminUserPassword=cGFzc3dvcmQ=

7. Replace the values in these lines with the following values:

   defaultAdminUserPassword=Encrypted 2be98afc86aa7f2e4bb18bd63c99dbdde
   defaultNonAdminUserPassword=Encrypted 2be98afc86aa7f2e4bb18bd63c99dbdde

8. Save and close the file.

Documentation Version Link

The default URL of the online Pentaho documentation changes with each release. When upgrading, this URL parameter may need to be updated in the pentaho.xml file.

1. Navigate to the pentaho/server/pentaho-server/pentaho-solutions/system directory and open the pentaho.xml file with any text editor.
2. Modify the following <documentation-url> line and replace the previous documentation value with the current documentation value:

   <documentation-url>https://help.pentaho.com/Documentation/8.2</documentation-url>

3. Save and close the file.

CORS - Embedding CTools

If your Pentaho deployment requires the ability to embed CTools, you can modify the following settings.

1. Navigate to the pentaho/server/pentaho-server/pentaho-solutions/system directory and open the pentaho.xml file with any text editor.
2. Modify or add the following CORS lines:

   <!--
   cors-requests-allowed:
   Flag indicating if cross-origin requests are allowed or not.
   accepted values are: true | false
   -->
   
   
   <cors-requests-allowed>false</cors-requests-allowed>
   
   
   <!--
   cors-requests-allowed-domains:
   Comma separated list of domains allowed to do cross-origin requests to the server.
   Example:
   http://domainA.com, http://localhost:1337
   -->
   
   
   <cors-requests-allowed-domains><!-- allowed domains here --></cors-requests-allowed-domains>

3. If you are embedding CTools, add the following line (as shown above) and set the value to 'true'.

   <cors-requests-allowed>true</cors-requests-allowed>

4. Save and close the file.

Previously Customized Files

Important: If upgrading from version 7.0, follow these additional steps.

If you have previously customized any of the following items, verify that your customizations have been carried forward:

• server.xml
• Startup and shutdown scripts
• System listeners
• Security configuration files

If your previous customizations have not been merged, incorporate them into their 8.2 files.

Test Your Server

You can use the following actions to ensure your content has been restored to the 8.2 Pentaho Server:

1. Clear your web browser cache and history. 
2. Navigate to your Pentaho URL (the default URL is http://localhost:9080/pentaho-di) and ensure the login screen appears.
3. Navigate to the kettle/status page.
4. Log on to Spoon (PDI client) and try to run your existing content.
5. Ensure that a repository connection can be made using Spoon (PDI client).
6. Verify any scheduled items exist and are working properly.
7. Check your application server logs for any errors:

• The Catalina and Pentaho logs are located at server/pentaho-server/tomcat/logs

For troubleshooting issues, refer to the Installation and Upgrade Issues article.