Upgrade Experience Analytics

Custom segments

If you have any custom filters or any segments that use these custom filters, you must update these filters manually and redeploy the segments.

The Rule Set Editor has been updated and the rules that it contains have also been changed.

You must therefore:

• Reconfigure any filters that use these custom segments and then redeploy the custom segments.
• Rebuild any custom filters that you have created so that they are compatible with the new subsystems.

For more information about editing filters, see the topic Update a custom filter to use new rules.

Custom reports

In Sitecore XP 9.0.0 or later, you can collect specific metrics for each dimension. If you created any custom reports or dashboards, you must update these manually, change the dimension/segment that it uses, and select the new version of the metrics that you want to use in the reports or dashboards.

For more information about adding a parameter to a report, see the topic Experience Analytics.

Upgrade the Path Analyzer

In the Path Analyzer, you must reconfigure any custom maps that you have created and redeploy all the Path Analyzer maps.

• Update custom maps

  The filter rules have changed. As a result, if you have created any custom maps, you must map these to the new filter rules.

• Redeploy the Path Analyzer Maps

  In Sitecore XP 9.0 or later, the deployed Path Analyzer maps are stored in a different format. You must therefore redeploy the Path Analyzer maps.

To redeploy the Path Analyzer maps:

1. In SQL Server Management Studio, in the Reporting database, to remove all the data from the TreeDefinitions table, run the following command:

   Delete from TreeDefinitions

2. In Sitecore XP, open the Path Analyzer admin page – /sitecore/admin/pathanalyzer.aspx.

3. In the Maps Manager section, click Deploy all maps that are not deployed.