Prerequisites 

Before you begin:

• Dashboard owners MUST backup their existing dashboards prior to upgrade. Under normal upgrade processes, dashboard templates will persist and not have to be re-imported. The backup ensures that you do not lose your dashboards in the case that we encounter a unique scenario and the dashboards are deleted.
• Verify that the TeamConnect installer has been run and the TeamConnect database has been updated to version 6.2.4.
• After upgrading TeamConnect to v6.2.4, update the sisense URL(http://localhost:8081) in the TC properties file and restart the TeamConnect before continuing with TCBI upgrade.
• Make sure the user has DBA access on the server machine from which they will be running syncs. To check if the user is already a DBA:
  •  type lusrmgr in the Microsoft Windows search field and open lusrmgr.
  • In the lusrmgr window, click Groups in the navigation pane and then ora_dba to see the list of oracle DBAs on the server.
  • If the user is not in the ora_dba group, click the Add button and add the user.
• Grant the database schema access to create a materialized view by logging into sqlplus as sysdba and typing the command:  
  GRANT CREATE MATERIALIZED VIEW TO <DBUsername>;
  
  where <DBUsername> is the database username for your database. For example:
  GRANT CREATE MATERIALIZED VIEW TO TCTESTCSM;
• For SQL Server, the login that you provide for TCBI's use must have the following roles:
  • public role
  • db_owner role
• During the upgrade process, user can do the schemasync at a time after completion of below one or more activities:
  • Turn ON matter level security
  • Add or Remove objects or custom fields from reporting
  • Turn ON/OFF system fields
• Copy any customization script from the customization folder of the current version into the new version. User can find this customization script files at the below location:

scripts > mssql > install > Customization (or)

scripts > oracle > install > Customization

Overview

This section contains a quick overview of the upgrade process. Each line links to specific instructions on how to perform the process.

To upgrade the Sisense Web Server:

• Replace current homepage and plug-in files with version from the installation media.
• Configure Mitratech branded email templates on web server.

To upgrade the Sisense Build Server:

• Replace the Elasticube build files with released version on build server.
• Perform uninstall followed by schema sync for all Elasticubes using new build files on build server.
• Remap fields if upgrading from a version of TeamConnect Business Intelligence 6.1.2 or earlier.

To configure TeamConnect for the upgrade:

• Replace the Sisense files in Documents with the new released version.
• Include or remove any custom objects from reporting if needed.
• Turn ON/OFF system fields if needed.
• Update any reports that have list fields or default category fields.

Upgrading Sisense

Follow the below procedure to upgrade Sisense from v7.1 to v8.2. 

Note: Ensure that you have enough disk space to run both the Sisense 7.2 and 8.2 installer files.

Steps	Screenshot for reference
1. Run the Sisense 7.2 installer.EXE file provided by Mitratech Holdings, Inc. and click Continue.
2. A new window pop-ups, click Upgrade. Note:  You need to upgrade from v7.1 to v7.2 and then upgrade from v7.2 to v8.2  In some environments, the upgrade from 7.2 to 8.2 may hang or fail to fully complete. If this occurs, restart the installation process in Repair mode.
3. On successful Upgrade, login to Sisense and navigate to User Settings to verify the Sisense version. Note: If SSL was enabled for Sisense v7.1then you need to enable SSL for sisense v8.2 before login to Sisense.

Note: Stop the Sisense services in Task Manager and replace the dll files (Prism.ElastiCubeManager.ApiExtension.dll and Prism.ETL.Client.dll) in the folder path: C:\Program Files\Sisense\Prism

Updating the Sisense Plugin

To update, you must have Administrative privileges on the machine and the ability to install on the C:\ drive. Make sure you have an active account able to upgrade; this account is provided by Mitratech.

Note: Ensure that you run the uninstall.exe file to uninstall the old plugins before starting the Sisense plugin upgrade.

To Upgrade the Sisense Plugin:

Follow the below procedure to upgrade the Sisense plugin:

Steps	Screenshot for Reference
1. Open the Sisense installer .EXE file provided by Mitratech Holdings, Inc. Click on the Installer icon with the Application file type (do not click on the Installer folder).  Note: If you have plugins installed and are using the installer for the first time, you will see a popup as follows, click Yes.
3. The TeamConnect Business Intelligence Setup pop-up will appear. Enter your administrator credentials and the site URL, then click Next.
4. The Choose Install location screen will appear. Click Install if you are satisfied with the location.
5. TeamConnect Business Intelligence will begin installing in the next screen. Once it is finished loading, you will be taken through the Setup screens in order to finish the installation. Click Finish when this screen appears.
6. Once the plugin is successfully installed, an Uninstall option will appear in the same folder as the installation icon. Note: To verify that the plugin was installed navigate through the following folder path: Program files > Sisense > app > plugins > TeamConnect > and verify that the plugin.json file is in the TeamConnect folder. Click here to know how to verify the Installation of Sisense plugin

Updating the Sisense Build Server

Updating the TeamConnect Instance

UPDATE Y_SYSTEM_SETTING SET SETTING_VALUE = 'YES' WHERE SETTING_KEY = 'disableTcbiSecurity';

Adding or Removing Objects and Fields from Reporting

In TCBI 6.2.4, there is now a new column in Setup to make a field reportable for TCBI and a separate column to make a field reportable in the Data Warehouse. For all existing TCBI users, when the upgrade script is run, all fields checked in "Include in Reporting" will be copied to the new column "Include in Tcbi Reporting." Note: any field selected for TCBI should also be included in Reporting BUT fields can be marked YES for "Include in Reporting" but NO in TCBI. You will not see the option to "Include in Tcbi Reporting" until a field is marked YES for "Include in Reporting".

These selections have been separated to optimize cube performance. The TCBI cube should be kept as lean as possible for analytics reporting and should not be required to have all the same fields as the data warehouse. Although the selected fields will be copied over, you may optimize performance of your system by removing any fields you do not need for TCBI-based reports. This is particularly true for larger fields like Comments (CLOB type).

Before:

Now:

Administrators can include or remove entire custom and system objects from TeamConnect Business Intelligence reporting so that reports display the most relevant information and data reloads are faster.

• If an object is reportable, all fields associated to the object are reportable, except fields explicitly designated as removed from reporting.
• If the parent object is included in reporting, the setting does not automatically cascade down; the child/embedded object is not included and needs to be set manually.
• If a child/embedded object is included in reporting, the parent object also needs to be manually included.
• If a parent object is removed from reporting, then all of its child objects or fields are removed from reporting, regardless of the reporting designation for the child or field. If you want to report on a specific child object, the parent object must be included in reporting.

Custom objects are removed from reporting by default except the objects in the following table. Admins can change this setting in the Setup tool. By default, the following objects are reportable:

(Objects that are provided with TeamConnect and its modules are considered “out-of-the-box” (OOTB) custom objects.)

Note:

• On average, adding an additional custom object to be reportable will add ~3 minutes to the schema sync and ~1 minute for each category that the custom object has. The time it takes to loading the data into the ecube depends on the size of the table in the database.
• If you have removed an object from reporting and that object is used in a report widget, the widget will return an error stating that the field no longer exists. Remove the non-reportable field manually by editing the widget.
• If you are upgrading TeamConnect, before any modules are installed, the admin needs to manually make the module’s “out-of-the-box” (OOTB) custom objects reportable or run a specifically provided script in order for the items to be reportable.
• When an object has the Remove from Reporting (Business Intelligence) checkbox selected, the object is only removed from TeamConnect Business Intelligence reports; Legacy reports with Data Warehouse are not changed.

To add or remove an object from reporting:

1. Click Setup and select Object Definitions from the Go to… menu.
2. Select the object and click the General tab.
3. To exclude the object from reporting, select the Remove from Reporting (Business Intelligence) checkbox. To include the object in reporting, clear the Remove from Reporting (Business Intelligence) checkbox.
4. Click OK. After the next schema sync, the object will be included or removed from TeamConnect Business Intelligence reporting but will still be included in Legacy reports using Data Warehouse.

To add or remove a custom field from reporting:

1. Click Setup and select Object Definitions from the Go to… menu.
2. Select the object.
3. On the Custom Fields tab, select the appropriate fields and click Edit Selected. In the Include in Data Warehouse column, select No to remove the field from reporting, or select Yes to have the field included.
4. Click OK. After the next schema sync, the field will be included or removed from both TeamConnect Business Intelligence reporting and Legacy reports using Data Warehouse.

Turn ON/OFF System Fields

Users have the ability to remove the system fields from the ElastiCube by editing the script having the list of system fields to remove, then run the schema sync.

Once the schema sync is successful, the system fields are removed and will not reflect in the dashboard while creating the reports. To add the system fields back to ElastiCube, comment out the code of that particular system field/table and run the schema sync to keep it reportable in the dashboard.

Script location:

User can find the script file named "500_RemoveTablesColumns.sql" in the below folder path:

Go to TeamConnect_BI directory and navigate to either

scripts > mssql > install > Customization (or)

scripts > oracle > install > Customization

Updating Existing Reports  

If you are upgrading from a TeamConnect Business Intelligence 6.0.x version, you will need to update the existing reports.

To update your existing reports: 

1. The following objects have been removed from reporting, so remove these objects from any reports: 
   • Task 
   • Appointment
   • Document
   • Expense
   • History

2. The following tables that contain "List" values have been removed from the ElastiCube to increase performance. Remove any of these "List" fields in existing reports.

   • Category
   • Involved Party
   • Skill
   • Territory
   • Attendee
   • Assignee
   • Resource
   • NonUSTax
   • NonUSTaxCode
   • Matter Cost Center
   • Invoice Cost Center
3. The following Default fields from the tables listed in the previous step have been moved into the main object. If you used these fields in  any of your reports, remap the fields to the new location.
   • Default Category (both leaf and full name; see note below)
   • Default Address
   • Default Phone
   • Default Fax
   • Default Inet Address
   • Default Email
   • Main Assignee

Note: The Default Category fields are divided into Category and Category Full. For example, if a matter has a bankruptcy, Category shows Bankruptcy only; Category Full displays Dispute|Bankruptcy.

The Categories field is still available and doesn’t change. This field displays each category entry on a separate line. If you have one matter with many categories, you can still see all categories, it’s just listed in separate lines. No data is removed.