In the below blog we will cover the steps to migrate your Helical Insight application to version 3.0. Before starting the migration, please take the backup of following files/folders.

1. Helical Insight Repository (which contains all reports, dashboard, metadata and other work related files)

Path in Windows: “..\hi\hi-repository”

Path in Linux: “../hi/hi-repository”

2. Take backup of the globalConnections.xml file. Any database connections that we create and save, those details are present in this file.

Path in Windows: “..\hi\hi-repository\System\Admin\globalConnection.xml”

Path in Linux: “../hi/hi-repository/System/Admin/globalConnection.xml”

3. Take the backup of the hiee database. The hiee database is having details of user role management details.

Path in Windows: “..\hi\db\hiee”

Path in Linux: “../hi/db/hiee”

4. Take the backup of your license file, the name of the file is hdi.license file.

Path in Windows: “..\hi\apache-tomcat-7\webapps\hi-ee\hdi.licence”

Path in Linux: “../hi/apache-tomcat-7/webapps/hi-ee/hdi.licence”

5. Also take the backup of any external jars or setting you have added, any white labelling files, any custom changes made.

NOTE: In your case the location may be different based on the Helical Insight Installation directory.

Please follow below mentioned steps to install Latest Helical Insight version and restore the backup just taken.

Step 1: Uninstall Helical Insight application. If you are using Helical Insight 2.1 or or older version merely delete the “hi” folder to uninstall. From version 3.0 onwards there is an uninstaller script which can be used for installation as well. Click here to learn more.

Step 2: Get the Helical insight version 3.0 by registering and downloading on company website.

Step 3: Install Helical Insight application by following the blog.

Step 4: Now replace the globalConnections.xml file, hdi.license file, hi-repository folder, hi-ee database into their respective folders. Any other custom changes which are made that backup should also be taken and restored at its respective location.

Note: Helical Insight comes with derby database which stores cache and user role information. Not being a production ready database you might have migrated that to db like MySQL. If Helical insight database is migrated on the MySql then follow below steps for migrating that data:

Open the application-context.xml file in any text editor and configure the database (MySQL), which the Helical Insight Application (hi-ee) is going to store and retrieve the user credentials i.e the credentials of users who will use this application. The same database will also be used to enhance the application performance to store caching related information.

Location: {TOMCAT_HOME}\webapps\hi-ee\WEB-INF\classes\application-context.xml

Example: “..\Helical Insight\hi\apache-tomcat-7\webapp\WEB-INF\classes\application-context.xml”

Now configure the Bean class of HikariDataSource for driver class name, jdbcURL, username and password.

For Example: I had dumped my helical Insight database in the MySql then the bean class for the dataSource connection is

<bean class="com.zaxxer.hikari.HikariDataSource" destroy-method="close" id="dataSource">
    <property name="driverClassName" value="com.mysql.jdbc.Driver"/>
    <property name="jdbcUrl" value="jdbc:mysql://localhost:3306/hiee"/>
    <property name="username" value="hiuser"/>
    <property name="password" value="hiuser"/>
</bean>

Change the jdbcUrl, username and password of the database as per your configuration.

Now configure the hibernate Dialect for the Data Source, here we are using MySql so we have to provide MySql dialect.

Replace the Derby dialect with Mysql dialect.

<prop key=”hibernate.dialect”>org.hibernate.dialect.MySQLDialect</prop>

Since we are using the MySql database, we have to add the Mysql Connector jar in the Helical Insight lib directory:

Location of the Helical Insight Lib directory: “C:\Program Files\Helical Insight\hi\apache-tomcat-7\webapp\WEB-INF\lib”

Download URL for the Mysql Connector:

Step 5: Add external jars/settings you have taken backup.

Step 6: Restart the Helical Insight application.

Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered