Migrating analysis from older version of OpenI to OpenI2 beta

There is some difference on the older 1.x version of project.xml and application.xml with the new OpenI 2.0 beta version fo these files. So, directly pointing PROJECTS_DIR to older version of openi-projects doesn’t work.  Here are the things you need to change to make your older analysis run on OpenI 2.0

First setup OpenI 2.0 on your machine, please follow installation instructions at http://wiki.openi.org/installation  to set up OpenI on your machine. Once you successfully set up OpenI 2.0 on your machine, you will see ‘openi-projects’ folder in your home directory (or other location depending on your system, installation document contains more information on this).  At this point, you need to create an “empty” project under OpenI 2.0, which will create a “project shell” under the “openi-projects” folder, and then you need to copy the necessary files from your OpenI 1.x project.

 

To do so, please follow the steps below:

  • If sever is not started start the server and point your browser to openi (http://localhost:8080/openi  if you are in localhost)
  • Login with admin user
  • Go to ‘Preferences’ > ‘Create New Project’
  • Fill all the fields with appropriate values

  • When you click on ‘Create’,  new project will be created.
  • Copy all your old analysis files to the new created project folder. For example:
    <<provide a real example that has the full directory path and real file names, something like – your old 1.x instance was under c:\tomcat\webapps\...., and you have 3 analysis files abc.analysis, def.analysis, and xyz.analysis – copy these 3 files over to c:\documents and settings\your folder\openi-projects\project…
  • Now you should define the data source on OpenI 2.0 to make the old analyses work.
  • Go to ‘Preferences’ > ‘Data Sources’
  • Go to menu ‘Add new’ > ‘XMLA’ to add new xmla Data source



  • When you click on the XMLA you will see the following screen,  fill appropriate values on the fields and click ‘save’


    Note : for old analysis compatibility make sure that ‘dataSourceName’ in the .analysis file for your old analyses and the value for ‘Name’ field on XMLA (Screen above) matches, otherwise your old analysis will not work, as OpenI 2.0 supports multiple Data Sources creating different Data Sources with diff name will not be problem, so by this you can create multiple analysis with different data Source names



    Now you are ready to go, Go to ‘Reports’ > ‘Folders’, and browse you analysis it will work


Migrating your Dashboards,

The way dashboard files are managed in OpenI 2.0  is completely different from the previous 1.x releases. So, we recommend you to create new dashboards from OpenI web interface, since creating new dashboards is easy. However, you can migrate old dashboards to new one, but it might require significant amount of manual work. In OpenI 1.X, dashboards are located on the project.xml itself, so if you open project.xml you can see something like this

<entry>
      <string>New Dashboard</string>
      <org.openi.project.Overview>
        <links class="linked-list">
          <string>public/Samples/MSAS_old/HR_Employees.analysis</string>
          <string>public/Samples/MSAS_old/HR_Org_Salary.analysis</string>
          <string>public/Samples/MSAS_old/Most_Profitable_Promotions.analysis</string>
          <string>public/Samples/MSAS_old/Org_Salary_by_Store_Type.analysis</string>
        </links>
        <columns>2</columns>
        <thumbnailWidth>320</thumbnailWidth>
        <thumbnailHeight>240</thumbnailHeight>
      </org.openi.project.Overview>
</entry>



This is definition for one dashboard, that will be displayed by name’ New Dashboard’ but in OpenI 2.0 , each dashboard is saved as a separate file. In OpenI 2.0, there are three types of dashboards:

  1. the default dashboard that everyone sees by default, which only app_admin can edit them other users can just read them,
  2. common dashboard common dashboard are located on <PROJECT_NAME>/contents/dashboard  Common dashboards can be read by all the users but only app_admin and proj_admin can edit delete them
  3. user private dashboard,  are created on user specific directory, private dashboard can be accessed by the particular user only
You can migrate dashboards from 1.x versions of OpenI and put them on common folder that is <PROJECT_NAME>/contents/dashboard

Dashboards are saved as XML files. So, while manually creating new dashboard, you can copy and paste existing dashboard and make appropriate changes or you can created new XML file and enter details. While naming the dashboard XML file we follow the convention that it should end with ‘-dashboard.xml’. Suppose you want to name your dashboard as ‘MYDASHBOARD’ then you should name it as ‘MYDASHBOARD-dashboard.xml’

 

Below is the example of dashboard that contains only one item,


<org.openi.dashboard.Dashboard>

   <dashboardItems>

       <org.openi.dashboard.DashboardItem>

          <link>/foodmart/public/Samples/MSAS/HR_Employees.analysis</link>

          <title>HR Employees</title>

          <source></source>

          <sourcePath>/foodmart/public/Samples/MSAS/HR_Employees.analysis</sourcePath>

          <sourceType>image</sourceType>

         <lastModified>0</lastModified>

     </org.openi.dashboard.DashboardItem

   </dashboardItems>

  <defaultItemWidth>320</defaultItemWidth>

  <defaultItemHeight>240</defaultItemHeight>

  <colunnCount>3</colunnCount>

  <dashboardTitle></dashboardTitle>

</org.openi.dashboard.Dashboard>


You can copy source path from old Dashboard to this new one, now to add multiple items on this dashboard just repeat the following part with appropriate values

<org.openi.dashboard.DashboardItem>
          <link>/foodmart/public/Samples/MSAS/HR_Employees_New.analysis</link>
          <title>HR Employees New</title>
          <source></source>
          <sourcePath>/foodmart/public/Samples/MSAS/HR_Employees_New.analysis</sourcePath>
          <sourceType>image</sourceType>
         <lastModified>0</lastModified>
</org.openi.dashboard.DashboardItem>

If you want to edit (add/remove dashboard items) these files later you can do it from OpenI web interface as well.

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