Upgrading ChartBuilder
Version 4.0 and higher for ChartBuilder employ a MySQL database of
your choice to store your chart configurations, rather than the
charts.xml file in previous versions. As a result, when upgrading
from an earlier version you will need to decide on a database to
store the configuration, and at the end run a migration script one
time.
Step 1: Download and extract the newest version
Download the new version from the OpenGate
customer
portal.
Step 2a (optional): Test in a Sandbox
Copy your existing ChartBuilder directory to a new directory on
your server to function as an upgrade sandbox. Replace all the
files in your ChartBuilder directory with the files in the latest
ChartBuilder download, except
databases.php and charts.xml. Test that ChartBuilder is working as
expected before upgrading your production folder in step 2b.
Step 2b: Replace files in your ChartBuilder Directory
Replace all the files in your ChartBuilder directory with the
files in the latest ChartBuilder download,
except databases.php
and charts.xml. Leave these two files "as-is" to
ensure you don't lose any of your work.
One-Time Steps for Upgrading to Version 4.0 or higher
Step 3: Define a MySQL configuration database.
If you are upgrading from ChartBuilder 3.8 or earlier, open
databases.php and add the following line:
define("ConfigDB",
"ChartBuilderAdmin");
Change "ChartBuilderAdmin" in the line to the display name of
one of your database connections where you want to include the
six ChartBuilder configuration tables. This can be one of your existing databases you use for analysis, or a separate database that doesn't store chart data.
Step 4: Migrate Chart Definitions
Open yoursiteurl/ogs/migrate.php to create the MySQL configuration tables
and migrate your chart definitions from the xml file to the MySQL
tables. This is a one-time activity. Once complete, your existing and new chart definitions will exist in the MySQL config database.