Managing Bold BI Versions in Production Environments

When updating Bold BI versions in a production environment, it is crucial to minimize downtime and ensure that the transition is smooth and error-free. Here are the steps to manage and update Bold BI versions effectively:

1. Maintain a Test Environment: Before implementing any changes in the production environment, it is essential to have a test environment. This allows you to verify the changes and ensure that they do not negatively impact your dashboards or reports.

2. Replicate the Production Environment: Set up a replica of your production environment for testing purposes. This can be done by creating sample dashboards using dummy data that closely mimic your production dashboards. For guidance on setting up a replica, refer to this article on replicating production environments.

3. Update Test Environment First: Always apply the updated version to your test or staging environment before the production environment. This step is critical to catch any potential issues that could arise from the update.

4. Verify Functionality: In the test environment, thoroughly check that all dashboard reports and frequently used functionalities work as expected. Pay special attention to any customizations or integrations that your organization uses.

5. Plan the Production Update: Once you have ensured that everything is functioning correctly in the test environment, you can schedule the update for the production server. It is advisable to plan this update during off-peak hours to minimize the impact on end-users.

6. Follow Secure Update Guidelines: To upgrade the production environment, follow this guidance provided for a secure and efficient update process. This includes backing up your data, following the recommended update steps, and verifying the integrity of the update once completed.

By following these steps, you can manage Bold BI versions in your production environment with confidence, ensuring that your business intelligence tools remain reliable and up-to-date.

Additional References

1. Replicating Production Environments
2. Upgrade Guide