Upgrade > Upgrade the platform components > Upgrade Smart Analytics > Upgrade to Service Manager 9.50 Smart Analytics on Windows

Upgrade to Service Manager 9.50 Smart Analytics on Windows

If you have installed an earlier version of Smart Analytics, follow the instructions in this section to upgrade your Smart Analytics to SM 9.50 Smart Analytics.

To upgrade your Smart Analytics, follow these steps:

  1. Before you upgrade your Smart Analytics, complete these tasks:

    1. Make sure that all the index tasks are finished.
    2. Stop and then delete all the Smart Analytics services.

      Note To delete a service, run sc delete "SERVICE_NAME" in the command window.

    3. Back up all the Smart Analytics files.
  2. Obtain the Smart Analytics installer for Windows.

  3. Unpack the .zip file and then double-click the setup application (setupSmartAnalyticsWindowsX64.exe).

  4. Read the introduction, and then click Next.
  5. Read the License Agreement. To continue the installation, select I accept the terms of the License Agreement, and then click Next.
  6. Select Upgrade, and then click Next.
  7. Review the message on the Preparation for Upgrade dialog box, and then click Next.
  8. Specify the version of Smart Analytics installed by selecting either of the following options, and then click Next:

    • Smart Analytics 9.40 or earlier
    • Smart Analytics 9.41
  9. Continue with prompted upgrade steps, which vary based on the Smart Analytics version you selected in Step 8.

  10. Wait for the upgrade to complete, and then click Done.

Post-upgrade actions

Perform the following actions after you upgrade your Smart Analytics:

  • When the installation is complete, check the Start.bat and Stop.bat files under the <Smart Analytics Installation>/Scripts folder for any commands that start or stop services not on your local machine. Delete or comment out such commands and then add sc start "[Service Name of your previous content]" or sc stop "[Service Name of your previous content]" as needed.

  • If you upgrade from Service Manager 9.41 to Service Manager 9.50, you need to do full re-index of Catalog_Library after you upgrade to Smart Analytics 9.50.

  • If you upgraded from Smart Analytics 9.40 or earlier versions to Smart Analytics 9.50, then during the upgrade process, the existing configuration files would be renamed to <component name>-old.cfg. After you finish the upgrade, compare it with the new configuration file. If there is any customized change made in the previous .cfg file and it is still valid, manually add it back to the new .cfg file.

  • If you upgraded from Smart Analytics 9.40 or earlier versions to Smart Analytics 9.50, you need to re-index the Hot Topic Analytics data. However, do not start a training for Smart Ticket.
  • If you upgraded from a distributed Smart Analytics to Smart Analytics 9.50, add the following lines before the [actions] section in the <Smart Analytics Installation>/Content#/Content#.cfg file for the system to clean up expired documents:

    //--------------------------- Schedules ----------------------//
    //expire and compact data everyday
    [Schedule]
    Expire=TRUE
    ExpireTime=23:00
    ExpireInterval=24:00

    Note With this configured, the system automatically deletes all the expired documents at 23:00 every day. By default, the expiration date for documents is set to 365 days.

  • If you upgraded from a standalone Smart Analytics with version 9.34 to Smart Analytics 9.50, comment out the [License] section in the <ImageServer1>/imageserver1.cfg file, and then add the following:

    [Modules]

    Enable=ocr

  • If you upgraded a distributed Smart Analytics proxy server with version 9.40 or earlier to Smart Analytics 9.50, the previous configuration files would be renamed to <component name>-old.cfg, and you need to manually modify the following configurations in the <SmartAnalytics>/IDOL/IDOLServer.cfg file:

    Configurations after upgrade Configurations in your previous file (<component name>-old.cfg) You need to modify the value to
    VirtualDatabases=1 VirtualDatabases=<x> VirtualDatabases=<x>

    [vdb0]

    dbname=Users

    type=combinator

    mapsto=0:Users

    [VDB0]

    DbName=News

    Type=Combinator

    MapsTo=0:News

    Do not change

     

    [VDB<x>]

    DbName=my_database

    Type=Combinator

    MapsTo=<y>:my_database

    Note The number of x starts from 1.

    [VDB<x>]

    DbName=my_database

    Type=Combinator

    MapsTo=<y+1>:my_database

    • You must add the VDB configurations by their number sequence.
    • There may be other content between two VDB configuration sections.
    • Make sure the total number of the VDB configuration sections equals to the number specified in the VirtualDatabases parameter.
    • There is no difference if you use the upper or lower case for the section name of [VDB<x>].
    [DistributionIDOLServers] Number=2 [DistributionIDOLServers] Number=<x> [DistributionIDOLServers] Number=<x+1>

    [IDOLServer0]

    Name=SmartSearch

    Host=127.0.0.1

    Port=20010

    DistributeByFieldsValues=GlobalSearch

      Do not change

    [IDOLServer1]

    Name=Content1

    Host=127.0.0.1

    Port=

    DistributeByFieldsValues=CONTENT1

    [IDOLServer<x>]

    Host=12.3.4.56

    Port=20010

    DistributeByFieldsValues=CONTENT<x>

    Note The number of x starts from 0.

    [IDOLServer<x+1>]

    Name=Content<x+1>

    Host=12.3.4.56

    Port=20010

    DistributeByFieldsValues=CONTENT<x+1>

    Note  

    • You must add the IDOL server configurations by their number sequence.
    • Make sure the total number of the IDOL server configuration sections equals to the number specified in the [DistributionIDOLServers] Number parameter.
  • If you upgrade from Smart Analytics 9.41 to Smart Analytics 9.50, you need to manually modify the following configuration sections:

    In the <SmartAnalytics>/IDOL/IDOLServer.cfg file:

    Existing configurations You need modify the configuration to
    [IndexQueue]
    IndexQueueInitialSize=10240
    IndexQueueMaxHistorySize=500
    IndexQueueMaxPendingItems=10240
    
    [SetDateFields]
    // Fields containing the document date
    Property=DateFields
    PropertyFieldCSVs==*/DREDATE,*/DREDATE_*,*/DATE,*/DATE_*,*/*_DATE,*/*_TIME
    
    [Logging]
    LogExpireAction=compress
    LogOldAction=move
    LogMaxSizeKBs=20480
    
    [IndexQueue]
    IndexQueueInitialSize=10240
    IndexQueueMaxHistorySize=10240
    IndexQueueMaxPendingItems=0
    
    [SetDateFields]
    // Fields containing the document date
    Property=DateFields
    PropertyFieldCSVs=*/DREDATE,*/DREDATE_*,*/DATE,*/DATE_*,*/*_DATE,*/*_TIME,*/MODIFIED_EPOCH,*/LASTMODIFIED
    
    [Logging]
    LogExpireAction=Day
    LogMaxOldFiles=7
    LogOldAction=delete
    LogMaxSizeKBs=102400
    

    In the <SmartAnalytics>/Level2proxy/IDOLServer.cfg file:

    Existing configurations You need modify the configuration to
    [Server]
    
    
    
    
    
    
    
    [IndexQueue]
    IndexQueueInitialSize=10240
    IndexQueueMaxHistorySize=500
    IndexQueueMaxPendingItems=10240
    
    [Logging]
    LogExpireAction=compress
    LogOldAction=move
    LogMaxSizeKBs=20480
    
    [Server]
    //store index data on disk only when the index cache is full or when the MaxSyncDelay(120 seconds by default) is reached.
    DelayedSync=TRUE
    
    [IndexCache]
    IndexCacheMaxSize=102400
    
    
    [IndexQueue]
    IndexQueueInitialSize=10240
    IndexQueueMaxHistorySize=10240
    IndexQueueMaxPendingItems=0
    
    [Logging]
    LogExpireAction=Day
    LogMaxOldFiles=7
    LogOldAction=delete
    LogMaxSizeKBs=102400
    

    In the <SmartAnalytics>/Content<x>/Content<x>.cfg file:

    Existing configurations You need modify the configuration to
    [IndexQueue]
    IndexQueueInitialSize=10240
    IndexQueueMaxHistorySize=500
    IndexQueueMaxPendingItems=10240
    
    [SetDateFields]
    // Fields containing the document date
    Property=DateFields
    PropertyFieldCSVs=*/DREDATE,*/DREDATE_*,*/DATE,*/DATE_*,*/*_DATE,*/*_TIME
    
    [SetMatchFields]
    PropertyFieldCSVs=*/*_MATCH,*/EDK_*,*/*_MATCH_INDEX, */*_MATCH_WEIGHT*,*/*_BOOLEAN
    
    [Logging]
    LogExpireAction=compress
    LogOldAction=move
    LogMaxSizeKBs=20480
    
    
    [LanguageTypes]
    GenericTransliteration=TRUE
    Transliteration=false
    
    //The amount of memory to allocate to store the most commonly occurring terms. (using 500MB as term cache here, recommended range is 10240 to 2048000. ) 
    [TermCache]
    TermCachePersistentKB=512000 
    
    //--------------------------- Schedules ----------------------//
    //expire and compact data everyday
    [Schedule]
    Expire=TRUE
    ExpireTime=23:00
    ExpireInterval=24:00
    
    [IndexQueue]
    IndexQueueInitialSize=10240
    IndexQueueMaxHistorySize=10240
    IndexQueueMaxPendingItems=0
    
    [SetDateFields]
    // Fields containing the document date
    Property=DateFields
    PropertyFieldCSVs=*/DREDATE,*/DREDATE_*,*/DATE,*/DATE_*,*/*_DATE,*/*_TIME,*/MODIFIED_EPOCH,*/LASTMODIFIED
    
    [SetMatchFields]
    PropertyFieldCSVs=*/*_MATCH,*/EDK_*,*/*_MATCH_INDEX, */*_MATCH_WEIGHT*,*/*_BOOLEAN,*/IMPORTMAGICEXTENSION
    
    [Logging]
    LogExpireAction=Day
    LogMaxOldFiles=7
    LogOldAction=delete
    LogMaxSizeKBs=102400
    
    [LanguageTypes]
    GenericTransliteration=TRUE
    Transliteration=true
    
    

    After you modify the configurations, restart all related Smart Analytics components of which such configuration are modified. Then, on the machine where level2proxy is located, reload updated configuration files dynamically and regenerate match index by visiting the following URLs :

    • Reload updated configuration files dynamically:

      http://localhost:20011/DRERESET

    • Regenerate the match fields:

      http://localhost:20011/DREREGENERATE?Type=Match

      Wait for a few minutes for the regeneration to complete.