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Insight Upgrades - Best Practices

Article # 3025052 - Page views: 395

3025052

Question / Problem: 

What are some best practices to consider before upgrading Insight?

Answer / Solution: 

There are many factors to take into account when planning for an Insight upgrade. Here are some high-level areas to review:


Check Kofax Analytics Product Documentation:

Check documentation for Kofax Analytics Products (KAFC, KAFTA, etc.) to ensure those products support the Insight version you are planning to upgrade to.  Check those respective documentation's Technical Specification before upgrading, if you use them:

https://knowledge.kofax.com/Business...n__User_Guides

 

Hardware and License Sizing:

If you're anticipating an increase in data volume, users, implementing new features such as high-availability or multi-tenant, etc., review your existing hardware against the recommended systems for Insight. Review Insight's Technical Specification document for that information. Also consider reviewing your license requirements with your business users and your Kofax Account / Sales representative and review what options you have for maximizing your solution. Existing v5.x licenses will work with Insight v6.x.

Note Changes in Product Behavior / Fixes / New Features:


These are all documented in our Release Notes for each version. Changes to Insight can impact your dashboards by requiring changes to custom queries used in metrics, records, etc. New features may require you to add additional testing time to review resolved issues that will help keep your Insight implementation in optimal working order. Carefully review all Release Notes for versions between your existing and planned version upgrade for Insight. Below are the links to each version's Release Notes.

  • v6.0.0.0
  • v6.1.0.0
    • If you have any projects that use _IsValidValue column, an internal field used in Insight, that has been deprecated and removed in 6.1.
      • For each project, right-click Data DB source and select Usages. That will identify all objects in your project where that db is used. From there, review the SQL statements for any references to this column. Alternatively, you can review InsightServer_WinApp.log for this column to also identify any queries that may be using this.
  • v6.2.0.0
  • v6.2.1.0
  • v6.3.0.0
  • v6.4.0.0
  • v6.5.0.0

And the link to all version documentation:

https://knowledge.kofax.com/Business..._Documentation

As always, take appropriate backups of databases and machine images prior to upgrading to facilitate any recovery should that be needed.

Explanation of Insight components that are upgraded:

https://knowledge.kofax.com/Business...ade_Components

Applies to:  

Product Version
Insight 5.x, 6.x

 

 

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