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Planning your upgrade

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Planning your upgrade

A successful upgrade requires some planning. Before you can upgrade, you must know your upgrade path, that is, you need to know which version you currently have and which version you want to upgrade to. You also need to collect other information about your deployment, the details of which are covered in this guide.

Note: Do not uninstall your current version of Qlik Sense Enterprise on Windows. If you have already uninstalled Qlik Sense, see Upgrading after uninstalling Qlik Sense.

Planning your upgrade path

Not all versions have a direct upgrade path to the latest or newer versions of Qlik Sense.

  • If your deployment is running Qlik Sense Enterprise on Windows 3.1 SR1 or earlier, you must upgrade to June 2017 before upgrading to a later version.

  • If your deployment is running Qlik Sense Enterprise on Windows 3.1 SR2 or later, you can upgrade directly to a newer version.

Considerations about older versions

Some Qlik Sense Enterprise on Windows versions introduced significant changes. The table below lists major changes you should consider when upgrading.

Versions Considerations
Qlik Sense 3.1 SR1 and earlier Must upgrade to June 2017 before upgrading to later versions.
Qlik Sense June 2017 and later Support only the shared persistence model.
Qlik Sense September 2017 and later Do not support configuring centralized logging through the installer.
Qlik Sense November 2017 and later Do not support soft delete records.
Qlik Sense February 2021 and later Support only .NET framework 4.8 or higher.

Considerations about multi-node deployments

A single note site is simpler to upgrade than a multi-node site. If you have more than one node in a site, you must upgrade each node separately.

  • Each node in a multi-node site must run the same version of Qlik Sense.

  • You should upgrade the central node first.

  • All nodes should be offline when you upgrade.

  • Use the same login account for the upgrade as you did with the original installation. If you use a different login account, the node will not find the certificates on the node.

Considerations about logging

If you are upgrading from Qlik Sense June 2017 or earlier to a newer version, the Qlik Sense installer provides the option to configure centralized logging. However, if you are upgrading from Qlik Sense September 2017 or later, there is no option to configure centralized logging during the upgrade. In this case, centralized logging is configured only if it was set up on your existing deployment. If your deployment does not have centralized logging and your are upgrading from Qlik Sense September 2017 or later, the Qlik Logging Service is installed but without a database.

You can configure centralized logging after upgrading by following these instructions: How to set up the Qlik Sense Logging Service.

Note: If you are upgrading to May 2021, see Centralized logging.

Considerations about custom configurations

If your current deployment includes custom configuration files, they will be overwritten during the upgrade process. Before upgrading, you should back up any custom configuration files and restore them after the upgrade.

Here are the most common configuration files and their default locations:

  • %ProgramFiles%\Qlik\Sense\Repository\Repository.exe.config

  • %ProgramFiles%\Qlik\Sense\Proxy\Proxy.exe.config

  • %ProgramFiles%\Qlik\Sense\Scheduler\Scheduler.exe.config

  • %ProgramFiles%\Qlik\Sense\ServiceDispatcher\services.conf

Considerations about your apps

When you upgrade Qlik Sense, all existing apps need to be migrated to ensure compatibility between the versions. An app with an engine version later than 12.0 is migrated on the fly when you open it in the hub. On the apps overview page in the QMC, you can see which apps, if any, require manual migration. Apps that require a manual migration are listed in the Version column and labeled Migration needed. Use the Migrate button to perform manual migration.

Note: The Version is not displayed by default. Use the column selector to display the field.

Consideration about your Qlik Sense Repository Database

In versions of Qlik Sense from June 2017 and later, the Qlik Sense Repository Database uses PostgreSQL version 9.6. When you upgrade from an earlier version, the Qlik Sense Repository Database is upgraded to use PostgreSQL version 9.6. All your data and settings are migrated to the new version. However, if you have custom configurations for your PostgreSQL installation they must be recreated after the upgrade.

Note: If you want to deploy a PostgreSQL database on a dedicated infrastructure, then you can use any supported version of PostgreSQL. Check the System requirements for Qlik Sense Enterprise on Windows to know which versions of PostgreSQL are supported. You can run the instance of PostgreSQL on platforms including Windows, Linux or cloud hosted services, such as Amazon RDS. However, Qlik will only offer configuration support when PostgreSQL is running on Windows. If you use Linux or Amazon RDS, it is your own responsibility to install and configure a running instance of PostgreSQL for Qlik Sense.

Here are some other important things to note regarding your Qlik Sense Repository Database upgrade:

  • The version of PostgreSQL that is included in the Qlik Sense June 2017 or later does not include pgAdmin tools. For information about manually installing the PostgreSQL database, see Installing and configuring PostgreSQL.

  • The Qlik Sense installer cannot use SSL encryption for establishing a connection to PostgreSQL. When SSL encryption is enabled, the installer does not recognize any already installed PostgreSQL databases, as a result, the installation cannot be completed. You should temporarily disable SSL during installation or upgrade.

Note: If you have uninstalled Qlik Sense before upgrading, but you maintained your PostgreSQL database, you must create a database dump file and restore the PostgreSQL database manually. You also need to manually reconfigure any custom parameters. If you have already uninstalled Qlik Sense, see Upgrading after uninstalling Qlik Sense.