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Pandera’s Proven MicroStrategy 10 Upgrade Process

Thank you to all of you who attended the North Carolina User Group Meeting on September 30, 2015. As some of you know, we had a very collaborative session during which we talked about the rigorous upgrade testing and actual upgrade process/timeline that we followed in one of our most thoroughly tested and effectively implemented projects. As some of you veterans might recall years ago, MicroStrategy releases a Major Upgrade approximately every 4-5 years. These major upgrades typically come with significant change, and with significant change, thorough testing and validation is required. The version 9.x to 10.x upgrade introduces substantial changes, not only in the analytical engine, but also through new tools, processes, and of course the actual user interface. By designing and following an upgrade plan, including test cases and mock upgrades, you are more likely to experience a successful and stream-lined upgrade process.


To help in your upgrade, we have created a semi-detailed breakdown of the process we followed during our upgrade, after rigorous and repetitive upgrades to iron out any bugs or misalignment to the intended process. This upgrade checklist assumes existing non-clustered windows-based servers are being upgraded, with SQL Server 2014 database back ends.

The MicroStrategy 10 upgrade checklist can be downloaded here.

At Pandera, we understand everyone’s environments are unique, with differing infrastructure strategies and implemented processes. This checklist is intended to be used as a supplement while creating your own upgrade, not a replacement for one. If further assistance is needed or questions arise, please don’t hesitate to reach out to us. We are passionate about leveraging the emerging technologies of v10, and would love to assist with your upgrade process.

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