How to upgrade

Choose the upgrade approach that's best for you. Request an Upgrade Advisory from MicroStrategy Consulting to develop your tailored roadmap to MicroStrategy 2020 or follow our self-service guidelines to upgrade on your own.

Option 1

Request an Upgrade Advisory

Confidently upgrade to MicroStrategy 2020. Take full advantage of our new capabilities and services—leverage MicroStrategy Consulting to simplify your upgrade process.

  • Get a one-week advisory with MicroStrategy Consulting
  • Our experts will provide a custom roadmap to seamlessly upgrade your environment
  • Get up to speed on new features and the latest enhancements
Details on this path
Option 2

Conduct a Self-Service Upgrade

Follow do-it-yourself steps from MicroStrategy Technology and upgrade your implementation at your own pace.

  • Access new and enhanced features and backup your environment
  • Establish and upgrade an ideal configuration for testing
  • Run scripts to validate, upgrade, and promote to production
Details on this path
Option 1

Request an Upgrade Advisory

MicroStrategy Consulting will review your implementation and simplify your upgrade process—ensuring a smooth and successful transition. This team of experts will analyze your system requirements, performance, metadata, and business use cases. They will then develop a custom upgrade roadmap to ensure that your legacy reports and features are intact and enhanced in the new version of MicroStrategy. We conduct a facilitated workshop to heighten your efficiency, data usability, and intelligence with MicroStrategy 2020.

Request an Advisory
Phase One


During this phase, MicroStrategy will:

  • Conduct an upgrade readiness survey
  • Take inventory of the current environment, topology, and development process
  • Assess the application or solution usage
  • Identify top reports and documents
  • Define success criteria and priorities to help ensure alignment with stakeholders
Phase Two


During this phase, MicroStrategy will:

  • Review your business priorities and product roadmap
  • Assess upgrade readiness, pre-requisites, training recommendations, and risk mitigation plans
  • Review existing configurations for your server, development, and administrative tools
  • Develop an upgrade implementation plan, including time estimations, approach methodologies, and resourcing options
Phase Three


During this phase, MicroStrategy will:

  • Replicate your production configuration in a sandbox environment and performs upgrade test-run to uncover potential risks
  • Facilitate testing in a sandbox environment and documents validated test scripts for your use in future upgrades
  • Recommend new governance settings and privileges

About MicroStrategy Consulting

Who we are

We’re a team of over 500 experienced consultants with a proven track record helping large, global organizations solve some of their toughest information challenges—and we’re committed to helping you get the most out of your MicroStrategy investment.

What we do

We don’t just fix short-term problems—we help organizations build a foundation for long-term success.

With every engagement, we seek to boost user and functional adoption, accelerate time-to-value, and arm our customers with the best practice frameworks and skills needed to become truly self-sufficient.

Why We're Different

There are four key differentiators when it comes to setting ourselves apart from the competition:

  • We have skin in the game—our success depends on our customers’ long-term success
  • We work with the engineers who build the MicroStrategy Intelligence Platform—every day
  • Our team is rigorously trained and certified to utilize the latest and greatest MicroStrategy capabilities
  • Our consultants work with the backing and expertise of the entire MicroStrategy engineering, support, and account teams
Learn more about consulting
Option 2

Self-Service Upgrade

Customers upgrading to MicroStrategy 2020 can take advantage of new products and features. To get there, MicroStrategy now provides new and enhanced tools to help validate data, resolve conflicts faster, and ensure improved performance. The Integrity Manager’s data comparison feature now supports all content objects, improves logging to better explain data engine changes, and introduces the MicroStrategy Capacity Testing Tool to verify capacity and performance. Upgrade with confidence with these enhanced, reliable tools.

View the full Upgrade Guide
Phase One

Plan Your Upgrade

Review MicroStrategy 2020 Updates and Changes

The feature releases 10.5 through 11.0 included over 3000 defects and enhancements which can seem daunting. On the Changes and Improvements page, six roles important to upgrading were highlighted along with some of the most important new features, products, and changes to be aware of, all are not listened that may be important to customers. While it may be a daunting task, it’s important to fully understand what MicroStrategy 2020 means to your upgrade.

We recommend reviewing the What’s New online readme section for every new version that has been released between MicroStrategy 2019 and your current deployment. For your convenience, the links for the feature releases after 10.4 are as follows:

Backup Processes

When preparing to upgrade, it is not only the metadata that needs to be considered. Web plugins, custom authentication, Enterprise Manager Statistics & Warehouse tables, and other tools all provide the ability to customize. To ensure that this information is not lost, additional steps need to be taken to safeguard data loss. Review the list of products that need to be considered when backing up information before beginning an upgrade here.

Phase Two

Upgrade Intelligence Architecture

Deploy and configure a testing environment

MicroStrategy recommends whenever possible, to create an upgrade testing environment. In an enterprise deployment, system administrators may have one machine for development, one for UAT/Test, and another for Production, possibly having clustered nodes. These environments should duplicate the hardware and configuration of each environment as closely as possible. While it is recommended to create a test machine for each environment, resources are not always as readily available. If that is the case, MicroStrategy recommends focusing on creating a copy of production to focus testing on. For additional best practices when configuring a test environment, more information can be found here.

Upgrade the testing environment

Once the testing environment machine(s) have been created, download the current version of MicroStrategy being used, and install the Intelligence server along with the other products and services from your enterprise environment that resided on the same machine. After that has been done, configure the Intelligence server to point to the metadata copy that was created while backing up the environment above. Download MicroStrategy 2020 and review here the relevant installation steps for the Operating System being used. If there were additional machines being used for the environment, for example, a separate Web server machine, proceed with installing those other server machines at this time to be used for validation and comparison testing that will be done below.

Phase Three

Validate and Certify

Run Integrity and Performance Comparison Testing

Once a testing environment has been setup, the two most important tasks before upgrading begin: integrity testing using Integrity Manager, and performance testing using the new MicroStrategy Capacity Testing Tool.

Since MicroStrategy 11.0, administrators have the ability in Integrity Manager to perform data comparison testing for all content objects, including reports, Report Services Documents, and dossiers, providing the confidence that values will not changes from the current production environment to the next. In the future, SQL comparison will be available as well, to allow testing without warehouse execution that can save time and enterprise resources. Additionally, enhanced logging along with the Upgrade Analysis Dossier provides administrators the ability to quickly identify intentional engine changes that are causing mismatched results while performing comparison tests.

The MicroStrategy Capacity Testing Tool is not only used for tuning your system but is also essential for ensuring that there is no performance degradation. With its fast and powerful metadata-level searching capability, administrators can quickly execute comparative performance testing with two different versions of MicroStrategy, to ensure that MicroStrategy 2019 will provide better performance with no degradation. Not only will end-users see a faster response time, but administrators can do further capacity testing to take advantage of the additional resources that will be available, which the environment can be tuned for. For more information about capacity testing, read here.

Run application end-user functional testing

For the past eight feature releases, there have been new products including MicroStrategy Library, Platform Analytics, Workstation, and more with a plethora of new functionality to explore and integrate into your day-to-day usage to expand adoption. However, before upgrading it is important to ensure that existing workflows that are used before upgrading have not been broken, and additionally haven’t changed, whether by the user interface, renaming, or any other scenarios that could impact its current implementation. To best test, talk with different business groups to understand their current usage, and work with the architects of that content to ensure a smooth and seamless transition. While things may have changed, they were done for a planned reason.

Certify upgrade and cutover to new upgraded environment

After you have done your due diligence with the steps listed above, it’s time to ask yourself, am I ready to release MicroStrategy 2019 to my users? Questions that should help you make a go/no-go decision include but are not limited to: "Have my integrity and performance tests been positive without any blockers?", "Have my developers and power users signed off with their functional testing?", "Does my support team understand the GUI changes and new options that exist to answer questions that may come in from end-users?", etc. Every environment is unique, and therefore different considerations will be taken for everyone. However, at the very least, MicroStrategy encourages administrators to get sign-off from each of the managers in charge of development, testing, deployment, support, education, and customer experience to ensure that everyone is in alignment to ensure and unified transition. If you have questions or concerns, refer to the Upgrade Guide or contact MicroStrategy Technical Support to speak with an engineer.

Jump start your implementation with an Upgrade Advisory engagement today.


Reach out today to let us quantify the size and scope of your upgrade, recommend a streamlined approach, and deliver a validated upgrade strategy and road-map tailored to your unique intelligence ecosystem.

Our Upgrade Advisory engagement delivers:

  • Custom feature value map that aligns your key uses cases with enhanced HyperIntelligence, Library, and mobility
  • A tailored upgrade plan to facilitate your transition and ensures stable validated requirements for upgrading, testing, and monitoring your system
  • An upgraded sandbox environment that demonstrates production capabilities and facilitates upgrade testing