BI Query 10,2 Upgrade notes

Migrating queries and reports
Product overview
BI Query is the application providing an end-user query / reporting front end access the WWU data warehouse tables. The data model lays out the tables and joins that represent usable portions of the database. It also contains menus and links to reports. Queries are SQL queries to retrieve data; usually they retrieve data from multiple tables and have parameters for a particular set of data. Query results are displayed in a table form similar to that of an excel spreadsheet. Reports use queries for data and to format the output.

Retrieving and Publishing
The BI Query server stores a copy of the data model along with associated queries, reports, and database connections. The first step when running BI Query is to retrieve the data model from the server. The retrieve then writes the model, queries, and reports to the local hard drive. Any existing files with matching names are overwritten but the folder itself is not cleared out. Therefore, when a model is retrieved from the server there may be queries and reports on the local drive that only exist locally and are not modified.

Within BI Query there is the option to publish. Publishing is a way to store these changes where they can be readily retrieved and are backed up. This will write the contents of the user folders to the server where they are stored and associated with the user's id. A user can make changes to the data model, build new queries and reports. It is also possible for a user to store queries and reports on the local drive structure. Many users store queries and reports in their shared P: drive. (recommended for backup reasons).

Downloaded File Directory Structure
Old XP root location: c:\Program Files/Hummingbird BI/Downloaded Documents
New Windows 7 root location: c:\BI Query

Within these folders there are sub folders for each data model. There is also a sub folder for Connection Documents named ConDocs. Most users will only have a Dataw data model. Under the data model there are two sub folders named Admin and User. The Admin holds the model, queries, and reports that are published to the server by Administrative Computing. The User holds any changes the user makes to the model, any queries saved by the user and any reports saved by the users. If the user saves and publishes any reports they will be retrieved here.

Upgrade changes
In addition with the new downloaded document folder location, there is the rebuilding of the server files requiring that all user published data will need to be re-published. Once a query or report is opened and saved in the new version,  they can no longer be opened in any prior BIQ versions.
Upgrade Steps
Retrieve the current model on the old version 9 machine.

Start BI Query and log in to the server.
Select the Repository Data Model option.
Select the Dataw model on the right side of the Retrieve dialog.
Exit BI Query.
Upgrade to new version of BI Query.

Install scripts currently in X:\Software\BiQuery\BiQuery10.2.1 but will be moved up a level to X:\Software\BiQuery once the new version is live.

There are three possible install scripts depending on whether you are running windows 7-32 bit or windows 7-64 bit or windows XP. You need to right click and run the script as administrator due to permission issues. If there is a problem or the script is not run as administrator there is a repair script that also copies in the patch dll, sets the ini file and sets the download location in the registry.

Retrieve from new version 10 server.
Start BI Query and log in to the server.
Select the Repository Data Model option (you have to click on the icon).
Select the Dataw model on the right side of the Retrieve dialog.
Test Oracle connectivity
Select Host, Connect from the menu.
Log on to Oracle.
If it connects you will see a Setting Oracle Language message that then clears itself.
There is an icon and the location of the connection document in use on the lower right corner of the window.
Migrate user files: BIQuery 9 / XP to BIQuery 10 / Windows 7
NOTE: As you migrate client from XP to Windows 7 you need to migrate queries and reports as described in this section.

Bi Query 9 is not Windows 7 compatible.  The source files are located on an XP machine or on a Windows 7 machine in a VM.

Ask the user if they have published any queries or reports. Also, check the folders listed below for any files.

Copy the queries that are located in the folder:
C:\Program Files\Hummingbird BI\Downloaded Documents\Dataw\User\Queries
to C:\BI Query\Dataw\User\Queries folder on the Windows 7 machine.

Copy any reports that are located in:
C:\Program Files\Hummingbird BI\Downloaded Documents\Dataw\User\Reports
To C:\BI Query\Dataw\User\Reports on the Windows 7 machine.

Ask the user if their queries are to be published. If yes, follow these steps to publish the model to the server.
Select File, publish from the menu.
Check the permissions.
If the user would like to publish reports you need to use the separate BI Query Reports program.
Open BI Query Reports from the start menu.
Run the report using parameters that will retrieve no data.
Publish the report.
Repeat as necessary for any other reports.