Upgrading to TIBCO Jaspersoft 7 with The Customer Success Team

Make your application stand out with BI that blends in
Upgrading to TIBCO Jaspersoft 7
with the Customer Success Team
Design easily. Embed immersively.

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Hello from Jaspersoft!
© Copyright 2000-2018 TIBCO Software Inc.
Shane Swiderek
Product Marketing Manager
San Francisco, CA
Gonzalo Moreno
Director of Customer Success
San Francisco, CA

3© Copyright 2000-2018 TIBCO Software Inc.
Why
Upgrade?
What’s the process
for Upgrading?
Who can assist you
in the Upgrade?
What does the
Customer Success
team do?
Q & A

Polling question
Are you currently enrolled in the Jaspersoft Upshift
program? If so, which Upshift tier do you belong to?

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Take advantage of the latest advances in our most current release
Why upgrade?
• Take advantage of the new features and functionality:
○ Additional enhancements around Visualize.js
○ Additional platform support (Tomcat 8.5, Java and Spring
Framework), support for Oracle 12c and WebLogic 12.2.1
○ Security improvements, with protections against clickjacking
• Big improvements with ad hoc performance since version 6.3
• Countless bug and security fixes that make this our most stable
and reliable version of the product

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These are some risks you’re taking by remaining on an older version of the product
Risks of not upgrading
• If you are on version 6.2 or earlier, know that it is no longer
supported.
○ You can still file tickets with Support on issues relating to
6.2, but know that Support will ask you to upgrade to the
current version if the issue you raise has been addressed
since that version.
• If you are on version 6.3.x, support will end in June of 2019. That
day will get here before you know it!
• Support for 6.4.x will run out in May 2020
• Version 7.1 will be supported until sometime around 2021, so
you’ll get the benefit of having a solid, stable platform until then

So can you remind me what’s new in Jaspersoft 7?

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Embedding with Jaspersoft
Not
Integrated
RESTful API iFrame
Integration
Visualize.js
Separate portal for
reporting & analytics
Mass reporting &
administration
Integration as
separate app
Seamless, in-page
analytics
Analytic
s
Applicatio
n
You’ve got options

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Embedding with visualize.js
Reports Dashboards
Ad Hoc Views
NEW!
What’s an Ad Hoc View?
Ad Hoc Views are individual data
visualizations or views of data that are
created in the Jaspersoft web-based drag-
and-drop designer

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An all-new embedded BI workflow
Embed immersively
embed visualizations seamlessly into your
applications with as few as two lines of JavaScript
Design easily
design beautiful data visualizations in seconds
using a drag and drop web designer

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An all-new embedded BI workflow
Embed immersively
CSS inheritance
immersive BI components
New visualization selector
widget
New data API
Infinite & intelligent
scrolling
Dynamic input controls

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Interoperability with TIBCO products
TIBCO Data Virtualization is now a
certified data source.
Spotfire Information Links are officially supported.
Take Spotfire data files and use them to create
reports and visualizations in Jaspersoft.

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The latest in Jaspersoft
Support for TIBCO Data
VirtualizationStreamlined embedded
analytics workflow
Design easily.
Ad Hoc Views
Embed immersively.
Visualize.js
CSS inheritance
Dynamic input controls
New visualization selector
widget
New data API
Infinite & intelligent
scrolling
Time series calculations
Pre-installed
SalesForce driver
Multi-level dashboard
hyperlinking
Support for TIBCO
Spotfire

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What’s new in Jaspersoft 7?
This was just a brief recap
We invite you to join one of our weekly
demos
The PM team also recorded a webinar
introducing this new version - check that
out as well!
www.jaspersoft.com >> On-demand webinars >> Introducing Jaspersoft 7
Jaspersoft 7 release webinar

Why
Upgrade?
for Upgrading?
Who can assist you
in the Upgrade?
What does the
Customer Success
team do?
Q & A

17
How should I tackle my Upgrade?
We’ll talk about upgrade planning
The key steps in the upgrade process
Steps to consider before getting started on
the process

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Two factors will drive your upgrade planning
How should you plan your Upgrade?
The complexity of your upgrade planning is going to depend on two
factors:
• How old is the current version of JRS you’re on?
• How many customizations have you put in place for your
Jaspersoft platform, and how complex are they?
● The older your current version is, the more you’re
likely to have to review your customizations, and the
underlying software stack on which it sits
● If you’re upgrading from a more recent version, then
this risk goes down.
○ For example, if you're upgrading from a version
earlier than 6.0.1, know that we've changed the
way we do our SSOs, and so you'll need to re-
factor them completely.
If you have a lot of customizations, you’ll have to do more
testing and potentially re-factoring. There is also the
possibility that the product has evolved in such a way that
some of your customizations may no longer be needed.
This is especially true when upgrading from much older
versions of the product.

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Another point to consider
● When planning the upgrade, you’ll also want to review our
Supported Platforms data sheet, since it may provide an
opportunity for you to upgrade to later version of your
repository database, application server, or JVM, to name just
three elements.
● Conversely, our latest version of JRS may not support a
particular version of another element in your environment, in
which you’d case you would probably have to consider
upgrading that piece of your infrastructure.

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Success is built one step at a time.
What are the key steps in the process?
• Stand up a new instance of the latest version of JRS
• Export the repository from the old instance
• Import it to the new instance
• Test to make sure it's there on the new instance
• Start applying your customizations to the new instance, one-by-
one
• Test your customizations
• Deploy or do a cutover
Is it really that easy? The
complications may arise in the
customizations you have in place.

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Before getting started ...
● Make a backup of your repository
○ You can use either our export tool for backing up the
repository in a database-agnostic manner, or you can
backup the repository using native database
administration tools.
● Make a backup of the file system where you've deployed
JasperReports Server
○ For example, if you’re working with Tomcat, this means
backing up the entire jasperserver-pro folder located
under Tomcat’s webapps folder.

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The key is to track your customizations
First of all, what are your customizations?
● Keep an inventory of them, as you start having your development
team get familiar with the latest version of JRS
● Ideally you have them documented somewhere, so you can quickly
get a sense of the work ahead of you
● Maybe some of the customizations are now part of the product, so
you could conceivably lighten your load in terms of what you're
responsible for upgrading

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Not all customizations are created equal
Upgrading customizations range from the trivial to full-
blown refactoring projects. Some examples, from simple
to complex:
● Modifying properties and other text-based files (Spring configuration
files, Tomcat properties, JasperReports Library properties, to name a
few)
● JSP file customizations - these are low-to-medium level of complexity,
and should be fairly straightforward to port to a newer version. The risk
goes up the longer you’ve waited to do the upgrade.
● Modifying the Javascript files in the scripts folder - they tend to change
from version to version, so this could be a potential problem if you’ve
changed any of these
● SSOs, custom datasources and other customizations that
extend the functionality of the server - they may need to
reviewed for improvements, but if you’re using existing APIs
you’re more than likely going to be ok
● Customizations that modify how the server behaves - these are
the most delicate; very few of our customers do this, and most
stick to a strategy of extending server functionality.
○ Since they are not going through APIs but instead modifying
the underlying server implementation code, there is the
chance that internal code has changed, which means
completely revisiting that customization

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After validating on a test environment
So what do you after you’ve done the upgrade?
● Do all the usual functional testing you would normally do, just like in any
other software project
● Do load testing - this will help you identify potential bottleneck and may
suggest ways to improve your architecture
○ For example, you may see that you may need to set up a cluster with
a load balancer
● Bonus recommendation: set up an application performance monitoring
tool to take the pulse of your Jaspersoft environment; it will provide
important clues when the application appears slow

Why
Upgrade?
for Upgrading?
Who can assist you
in the Upgrade?
What does the
Customer Success
team do?
Q & A

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Who can help you upgrade?
● If you can do it mostly on your own, the Support team can help you on
specific points during your upgrade.
○ There is a lot to learn when doing an upgrade on your own, so if you
have the inclination to take it on, then by all means, move forward
with that plan. If you don’t have too many customizations, or if they
are not complex in their nature, that would be another indicator to try
on your own first.

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● If instead you prefer a Jaspersoft expert to do it : The
Professional Services team can also step and do the
upgrade for you.
○ One of our PS consultants can show up on-site and do
the upgrade for you, and give you a transfer of
knowledge on the process as well as other items related
to your Jaspersoft installation. They completely dedicate
the time to you and your project.

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● Your third option is to contact the Customer
Success team. The CS team can assist you with:
○ Understanding your current situation
○ Developing your upgrade project plan
○ Specific technical troubleshooting expertise
○ Our focus is more on teaching you how to fish,
passing along our knowledge and experience
on to you. We aim to enable our customers.

Why
Upgrade?
for Upgrading?
Who can assist you
in the Upgrade?
What does the
Customer Success
team do?
Q & A

Why TIBCO Customer Success?
Continuous Improvement
Facilitates tracking and sharing of best
practices and lessons learned to enhance
and replicate success for your future TIBCO
plans.
Clear Plan and Direction
Successful TIBCO journey achieved by
guiding progress towards measurable goals
and success criteria.
Comprehensive Engagement Model
Proactive engagement model helps reduce
risk and achieve success.
Regular reviews keep you and TIBCO
aligned.
Streamlined Communications
Understands your environment, use of
TIBCO products, and business impact.
Coordinates and leverages other TIBCO
resources for your benefit.

Customer Success: Your Voice in TIBCO
Customer
Success
Customer
Technical
Support
Engineering
Product
Management
Professional
Services
Education
Sales &
Renewals

POINT OF CONTACT HOLISTIC APPROACH INTERCONNECTED TEAM OF EXPERTS
Stay in regular and
proactive contact.
Comprehensive and
personalized success
plan with business and
technical focus.
Solve complex issues in
collaboration and get
special attention.
Flexible task force with
different backgrounds.

UpShift: Your Journey to Success
Onboard Engage & Adopt Grow Optimize
✓ Proactive Engagement through
regular checkpoint meetings,
Quick Win progress and business
reviews.
✓ Plan, Align, and Advance:
Ensure transparency and TIBCO
Jaspersoft’s alignment to your
plans.
✓ Track cases and communicate
technical concepts of your
environment to TIBCO Support,
Engineering, and Product
Management to advocate and
accelerate issue resolution and
Escalation Management.
✓ Coordinate enablement sessions
to attain success criteria and
production rollout.
✓ Measure success on TIBCO
journey by assessing tangible
progress and completion of the
measurable goals.
✓ The relationship Customer
Success builds with your team is
a key asset on your journey.
✓ Jaspersoft Customer Success is
the Voice of the Customer within
TIBCO.
✓ Collaborate with Professional
Services, Education, Sales and
Renewals to identify and explore
your needs.
✓ Track and share Best
Practices and Success
Stories to enhance and
replicate success.
✓ Continuous Improvement to
achieve adaptability,
minimized risk, and
maximized return.
✓ Facilitate delivery of TIBCO
product information with Road
Map sessions and TIBCO
product demonstrations.
✓ Kickoff: What is the desired
outcome and what is success?
✓ Introductory Meeting: Meet with
key members of your team to
review initial project scope and
timeline. Confirm process for
Support, Education, Professional
Services, and agree on schedule
for checkpoint meetings.
✓ Success Workshop: Deep dive
into your project, implementation,
use cases & business strategy.
Identify success criteria and risk
factors.
✓ Blueprint for Success:
Comprehensive and personalized
plan to attain measurable goals,
deploy a Quick Win & track a 12-
month plan with recommendations,
Best Practices, and risk
management.

Success Behaviors: Built into UpShift
Regularly log cases for technical incidents. Premium
Support allows you to file an unlimited number of
cases.
Engage with Support
Take advantage of our Online Learning Portal and
take instructor-led product training.
Leverage Training
Use it early! That’s when it’s most valuable to the
success of your project.
Get Professional Services Engage with Customer Success
Technical guidance and advocacy on your behalf to
other TIBCO teams through the UpShift program.

Partnering with You
Business focus. Drives
engagement and relationship with
your team.
Customer Success Manager
Technical focus. Provides guidance
and enablement through technical
sessions with your team.
Customer Success Engineer
The model uses a two person global team of Customer Success Managers and Customer Success
Engineers that join with your team to guide your TIBCO Jaspersoft strategy, plans, and projects.
The Enterprise Customer Success Manager is the single point of contact for our top tier
offering, blending both roles for Technical Account Management.
Business and technical focus. Drives engagement, Provides guidance and enablement through technical sessions
with your team.
Enterprise Customer Success Manager

UpShift Offering
Starter Momentum Impulse Drive Performance
Customer Success Manager hours per year 10 hours 30 hours 30 hours 30 hours
Enterprise Customer Success Manager hours per year 300 hours
Customer Success Engineer hours per year 24 hours 24 hours 24 hours
Professional Services time per year 1 week 2 weeks 4 weeks
Online Learning Portal Training 1 seat 1 seat 1 seat 1 seat Unlimited
Advisory Board Membership ✓
Success Workshop ✓ ✓ ✓ ✓
Premium Support Required ✓ ✓ ✓ ✓ ✓

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Jaspersoft Customer Success
https://www.jaspersoft.com/customer-success

If you’re interested in Customer Success, please
contact your sales rep for more information

Why
Upgrade?
What’s the Process
for Upgrading?
Who can assist you
in the Upgrade?
What does the
Customer Success
team do?
Q & A

40
Jaspersoft 7 resources
Jaspersoft 7 Upgrade Guide
Jaspersoft Customer Success info
Download O’Reilly Book: Data as a Feature
● https://community.jaspersoft.com/wiki/jasperreports-server-performance-reference
Jaspersoft 7 release webinar
www.jaspersoft.com/whats-new
● community.jaspersoft.com >> Docs >> JRS Upgrade Guide
● https://www.jaspersoft.com/customer-success
● jaspersoft.com >> On-Demand Webinars >> Introducing Jaspersoft 7

Upgrading to TIBCO Jaspersoft 7 with The Customer Success Team

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