Update Content Using Change Management

Note: This process is to be used for upgrading installations from Calyx RIM for Analytics 6.1 CHF 4 to 6.2 for Analytics 6.2 only. The system must already be setup with Calyx RIM for Analytics 6.1 CHF 4. All provided reports and synonyms will be updated with this process. If any of these are customized, the customizations will need to be reapplied. Existing user created reports will be unaffected.
  1. Stop the WebFOCUS Express 80 Application Server service on the 6.2 for Analytics Server.
  2. Extract the contents of WFConfig.zip. Copy the extracted WebFOCUS_Express80 folder to <install location> merging copied folder with the existing WebFOCUS_Express80 folder.
    This will overwrite several files used for branding and customization.
  3. Start the WebFOCUS Express 80 Application Server service on the 6.2 for Analytics Server.
  4. Unzip the InSightForAnalytics-migration-6.1.0.4-to-6.2.0.0.zip from the install media and copy the contents to the <install location>\WebFOCUS_Express80\WebFOCUS\cm\import directory.
  5. Navigate to Change Management > Import > analytics-reports-6104-to-6200-migration.
    1. Right-click the folder.
    2. Select Import option.
  6. In the Change Management import window, under Content Resources, select Update Existing Resources.
  7. Under Security Resources, select Add/Replace option for the Roles, Groups, Users, and Import Rules On Resources.
    1. Click OK.
  8. On the Import Successful window, click OK.
  9. Right-click on the Express node and select Refresh.
  10. Ensure that reports are visible.
  11. Verify that the only folders that are not hidden under Express are Dashboard, Guided ad hoc, Reports, and My Reports. Right-click on every folder and select Hide from the pop-up menu for the folders not listed.