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Upgrading 6.3 to 6.4

Follow these steps to upgrade to Data Workbench v6.4.

Upgrade Requirements and Recommendations

Follow these requirements and recommendations when upgrading to Data Workbench 6.4.
It is recommended that you use the newly installed default configuration files and customize them, rather than moving files from a previous installation—with these exceptions:
  • Add Excluded Processes for MS System Center Endpoint Protection in Windows 2012 Servers for the following executables:
    • InsightServer64.exe
    • ReportServer.exe
    • ExportIntegration.exe
    This will allow "white list" rights for these interfacing executables.
  • Update the Trust_ca_cert.pem certificate on the servers .
  • Reorganization of Attribution Profiles .
    • The Attribution folder was renamed to Attribution - Premium (found in the default installation at Profiles *Attribution - Premium*).
    • The Premium profile was removed and the workspace moved to the new Attribution - Premium folder.
  • Update Attribution-Premium settings . If you have customized profiles with parameter settings that override the default Adobe SC profile, then you need to update the custom fields in these configuration files:
    • Decoding Instructions.cfg
    • SC Fields.cfg
  • Because of this reorganization, you will want to remove the old Attribution and Premium folders from your server installation.
    Change these settings
    Profile = profileInfo:  
      Active = bool: true 
      Directories = vector: 6 items 
        0 = string: Base\\ 
        1 = string: Geography\\ 
        2 = string: Predictive Analytics\\ 
        3 = string: Adobe SC\\ 
    
    
    
4 = string: Attribution\\ 5 = string: Premium\\
to these settings:


Profile = profileInfo: Active = bool: true Directories = vector: 5 items 0 = string: Base\\ 1 = string: Geography\\ 2 = string: Predictive Analytics\\ 3 = string: Adobe SC\\
4 = string: Attribution - Premium\\
* **Update custom Meta.cfg files** (if necessary).

The **[!DNL Meta.cfg]** files in **[!DNL Base\Context and AdobeSC\Context]** folders have been updated in this release.

If you override the **meta.cfg** file during installation, then your profile copy needs to be updated with this these parameters and the **metadata vector** appropriately entered:


94 = meta: path = string: SegmentExport:CRS Configuration/CRS Attributes acceptable children = vector: 1 items 0 = Template: name = string: CRS Attributes value = CRSAttributeConfiguration: Attribute Name = string: Attribute Type(int,string) = string: Field Name = string:
95 = meta: path = string: SegmentExportQuery:CRS Configuration/Report Suite acceptable children = vector: 1 items 0 = Template name = string: Add Report Suite value = string:
* **Set Report Server permissions** to generate Microsoft Excel reports On Windows 2012 servers.

  1. Set permission of the root folder (**[!DNL E:\ReportServer\]**) to *Everyone = full control*. 
  
  1. Create the following folders with appropriate permissions:     
  
     ```    
     C:\Windows\SysWOW64\config\systemprofile\AppData\Local\Microsoft\Windows\INetCac‌he 
     C:\Windows\System32\config\systemprofile\AppData\Local\Microsoft\Windows\INetCac‌he 
     C:\Windows\System32\config\systemprofile\Desktop 
     C:\Windows\SysWOW64\config\systemprofile\Desktop
     ```

     >[!NOTE]
     >
     >If you are running Report Server on Windows Server 2012, you need to have Windows Server 2012 R2 installed.

  1. Assign "SYSTEM" as the owner for these folders.

* **Add fonts to the Report Server.** In the **[!DNL ReportServer.cfg]**file, add these fonts (for all languages): 


Fonts = vector: 3 items 0 = string: Arial 1 = string: SimSun 2 = string: MS Mincho
* **Update your version of Microsoft Excel **(if necessary).

With the release of Data Workbench 6.4, support for Excel 2007 has been discontinued. Also because Data Workbench only runs on Microsoft Windows for 64-bit architecture, it is recommended that you also install a 64-bit version of Microsoft Excel. 

* **64-bit architecture** required for Workstation (Client) installation. 
* **Run the Workstation Setup Wizard**.

Install the new version of the workstation (client) by downloading and launching ***InsightSetup.exe*** and stepping through the setup instructions. The setup wizard will install your files to a new location by default:

Program files are now saved by default to: 


C:\Program Files\Adobe\Adobe Analytics\Data Workbench
Data Files (profiles, certificates, trace logs, and user files) are now saved by default to: 


C:\Users\<username>\AppData\Local\Adobe\Adobe Analytics\Data Workbench\
* **Add fonts to the Workstation**.

In the **[!DNL Insight.cfg]** file, add these fonts (for all languages):


Fonts = vector: 3 items 0 = string: Arial 1 = string: SimSun 2 = string: MS Mincho