Testing Your Upgrade

After you have upgraded your staging environment or your production environment, Sisense recommends you test the following to verify that your upgrade was a success:

  1. If you have implemented SSL, access the Sisense server from an external network, using SSL, and ensure the dashboards load as expected.

  2. If you have implemented SSO, log in to Sisense using SSO, and make sure that a user can see all of their dashboards.

  3. If you use any plugins or add-ons, load dashboards using plugins, and make sure they are loaded correctly.

  4. If you have rebranded Sisense, check the following:

    • Rebranded emails are sent and are displayed as expected
    • Homepage and logo are displayed as expected
    • Dashboards that are embedded into your site and application are working as expected

  5. If you have implemented active directory, log in to Sisense using an account from active direcotry and make sure your user can log in and see all of their dashboards.

  6. Create a new ElastiCube and import a data source (Excel or CSV file, or any other).

  7. If you have dashboards or widgets using custom scripts, load the dashboard or the widget to make sure they’re loaded correctly.

  8. Run a build of an existing ElastiCube successfully.

  9. Create a new dashboard, and add a Table or Pivot widget. Ensure the widget loads data.

  10. If you collected information about your environment, including how many ElastiCubes, dashboards, users, and groups you have, verify that the number of assets in the upgraded deployment is correct.

  11. Export a widget to Excel. Ensure the file is downloaded and has the relevant data.

  12. Export a dashboard to PDF. Ensure the PDF is created and opened successfully.

  13. Send a PDF report of a dashboard through Sisense and ensure it’s received.

If you have a multi-node deployment, in addition to the list above, test the following as well:

  • Shut down one of the query nodes and verify that dashboards return the correct result.
  • Verify that ElastiCube distribution works and that the Last Build time in the Data Source section of the Admin page changes.

Next Steps

.r.