Versions:

11.80 and 12

Step by Step:

Introduction

Once in every two months releases with update packages of TOTVS Smart Analytics will be published, which will be available on the Customer Portal, and the client will be free to update the product according to its needs. Packages include the latest default project, with graphic modeling, graphs and Scripts MAQL of modeling, apart from Agent and its configuration.

This article mainly intends to instruct the steps that must be followed to update the whole project. To make the process easier, the route is divided in 2 possible scenarios:

• Scenario 1: There is no customization, that is, the customer keeps TOTVS Smart Analytics default project.
• Scenario 2: The customer customized the project, in order to meet its needs. In this case, the project maintenance and update process is of total responsibility of the user. But in this article, some points will be clarified to make this procedure easier.

The first step, for both scenarios, is to download the package with the new version of TOTVS Smart Analytics and the Agent package, save and extract the packages on the same folder where the older projects are kept.

Then, recommendations of good practices are listed, which must be executed before starting the following steps:

• From the start moment of the update process, it must be completed until the end, involving modeling, ETL and Agent. If any step is incomplete, errors may occur.
• It is crucial to remove Schedules (appointments) that are on GoodData, in order to not start a new load execution, before the update is completed, which might generate errors.
• For Scenario 2: The user must remain using its own customized project, and edit it as the updates are added, instead of modifying the default project. It is also recommended to backup the customized project before starting.

Once these actions are completed, the user may continue the update process of TOTVS Smart Analytics. The process must always follow the same sequence: first, the update and release of modeling, followed by the project deploy, and finally, update of Agent configuration files.

1. Conclusion

Finally, the update cycle is completed, and from then on, the Schedule of load execution may be executed again.