Upgrade Dashboards#
-
Save required changes to your current dashboard and close both kdb+ and dashboard processes.
-
Copy the data/dashboards directory and its dashboards from your dashboard installation folder to a separate folder; this folder will be returned once the upgrade is complete.
Optional
demo.q
backupIf you have created custom functions for use in Builder or have added .csv files as part of the html5evalcongroup connection referenced in
demo.q
- renamedemo.q
asdemo.bak
. You will need to copy your changes from thedemo.bak
file back to the newdemo.q
file after installing the update.New
.csv
files in the sample/data directory do not need to be backed up as part of the upgrade as only existing demo.csv
files will be overwritten -
Download the latest version of dashboards from Getting started
-
Extract the zip file, and copy extracted files to your existing Dashboards install directory. Say ‘yes’ to copy-and-replace existing files.
-
Copy the backed up data/dashboards directory from step 2 to your existing data/dashboards directory. If you had previously removed the demo dashboards in your existing data/dashboards directory prior to the upgrade then it may be necessary to delete the contents of this folder before returning the backed-up dashboards.
-
Optional: If you made changes to
demo.q
from step 2, copy back the changes fromdemo.bak
to the replacementdemo.q
file. -
Restart the dashboard and kdb+ processes by running
dash.bat
.
Troubleshooting#
-
Ensure all required
.csv
files are in the sample/data directory. Missing files will show as an error in the kdb+ process dialog. -
If dashboards fail to start and changes were made to the
demo.q
file as part of step 2, replace thedemo.q
file with the extracted zip version - without changes - and restart dashboards. A tool like Winmerge will help copy changes fromdemo.bak
todemo.q
. -
When returning previous dashboards from step 2, ensure they are not part of a subdirectory in data/dashboards otherwise they won't be available in the dashboard dropdown.