Prerequisites 

Before upgrading, we suggest that you review the release notes to ensure you understand what has changed. You can access the release notes here.

If you are upgrading to Version 9 for the first time, we encourage you to review the Version 9 Change Management document which you can find here.

You can download the latest patch installer for your platform from the Yellowfin Releases section on the Support Portal – note a login to the Support Portal is required to access patch installers.

Preparation

Before running the patch installer, please perform the following steps:

1. Take a backup of the Yellowfin configuration database.

2. Shutdown the Yellowfin Server.

   1. If you are running Yellowfin as a Windows service, stop the service.

   2. If you are running Yellowfin from the Windows Start Menu, please select "Stop Yellowfin Server" from the Start Menu.

   3. If you are running Yellowfin as a Linux command link, please run Yellowfin/appserver/bin/shutdown.sh.

Run the patch installer

Welcome Screen

In the welcome screen, click the arrow to start installation or it will automatically continue after 15 seconds.

Open

Language

Select the language, the default language will be displayed based on the user’s machine settings, click Next.

Open

License Agreement

Accept the Software License Agreement. The Yellowfin end-user software agreement is available here.

Open

Installation Path

Search and select the location of the Yellowfin installation that you want to upgrade. 

Apache Tomcat is installed by default when you first install Yellowfin. From Yellowfin 9.16, an option exists when upgrading Yellowfin, to also upgrade the version of Tomcat. This helps you stay current and protect against security vulnerabilities with older versions of Tomcat.

To upgrade Tomcat, simply check the “Update Tomcat Concurrently” checkbox.

Once you confirm the installation location, click Update to start the upgrade.

Open

Note: if you select to Update Tomcat, Yellowfin performs a check to see if the default Tomcat configuration has been changed. If it has, a Warning message is displayed.

Open

You can still choose to continue with the Tomcat upgrade by checking the checkbox. In most cases the upgrade should not damage the installation, but in rare cases where complex configuration changes have been made, proceeding with the upgrade may render your installation unusable. Be sure to follow Yellowfin’s recommendations in terms of backing up environments prior to commencing the upgrade.

Open

Update

The bar shows the progress of the installation, once completed, click Finish to conclude the upgrade process.

Open

Installation Completion

This screen shows the details of how to start the upgraded Yellowfin installation, based on your chosen platform. Click Close to exit the patch installer.

Open