Upgrading FICO Xpress Insight

The recommended procedure for upgrading to a new version of Xpress Insight is to uninstall the previous version. The existing database can be retained and upgraded.
Note From version 4.0 of Xpress Insight and later, only one edition of the software is provided. Users upgrading from the Desktop edition of an earlier release and retaining their repository will be prompted for a username and password when accessing version 4.0. Use anonymous/anonymous. We recommend you change this password through User Administration.

You can unlock the features that are disabled in the Community edition by purchasing a full license. Replacing the Community license with a purchased version will enable you to connect via LDAP, administer execution workers, and integrate Insight with Tableau.

If the existing database contains valuable data, we advise you to create a manual backup of the Xpress Insight repository.

If you are upgrading from version 4.8 or below, this can be accomplished using the Export Repository option from the Analyst Client, which was distributed with versions up to and including version 4.8. Select File>Export>Export Repository. This option is available to all users with the necessary authorization. Should a problem occur with the automatic upgrade process, then this repository file can be imported to restore the data using the Analyst Client.

  1. If you are upgrading from version 4.9 or later, you should use the export facility of the insightcmd command line tool to create a backup. This option is available to all users with the necessary authorization. Should a problem occur with the automatic upgrade process, then this repository file can be imported (again via insightcmd ) to restore the data.

Refer to http://www.fico.com/fico-xpress-optimization/docs/latest/insight_admin/index.html for full details of the insightcmd command line tool.

An example of using the tool to export the whole repository is as follows:

insightcmd export -u admin -p admin123 repository /path/to/storage/my_apps.insight

Here, credentials are provided as admin/admin123.

  1. Click Remove.
  2. Prior to Xpress Insight 4.9, when uninstalling an installation that includes the Xpress Insight Server and database, you will be prompted whether to keep the database. Click Yes.
  3. Click Finish.
  4. After the previous version of the Xpress Insight software has been uninstalled, check that the <XPRESSDIR>\insight\db\pgsql\data directory is retained and also <XPRESSDIR>\insight\server\.xpress-insight-key. Delete any residual directories or files except for these under <XPRESSDIR>\insight.
  5. Install the new version of the software. See Installing FICO® Xpress Insight for instructions. As you install the software, the installer detects if there is an existing database and asks whether or not you want to keep this database. Select the Proceed with existing database radio button and click Next.

    The installer now upgrades the database to be compatible with the new version of the Xpress Insight software.

    Follow the prompts and when asked, click Yes to make a copy of the database data files. (As mentioned earlier, it is recommended that you create a backup of the repository - preferably with the insightcmd command line tool as described in http://www.fico.com/fico-xpress-optimization/docs/latest/insight_admin/index.html.)