Upgrade Data Privacy

This procedure guides you through a Data Privacy upgrade.

Warning If you have purchased both CCPA and GDPR modules, you need to complete this procedure for one of the modules, and then complete it again for the other.

Steps

  1. Create a full Console export file for your Collibra Platform environment.
  2. Sign in to Collibra using an account with Sysadmin privileges.
  3. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  4. In the tab pane, click Migration → Import.
    The Migration Import page opens.
  5. Upload the CMA file.
    Collibra validates the file and automatically downloads an import simulation report to your computer. It might take a few minutes to generate and download the report.
  6. Select Please confirm that a current backup containing data and history was made, and then click Import.
    Collibra imports the CMA file and automatically downloads an import report.
  7. Click Done.
  8. If necessary, edit the wf_configuration_stAssetTypes configuration variable in the Review Request handler workflow.
    Note The configuration variable value must refer to gdprTechnologyWizard.
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.
    2. Click Workflows → Definitions.
    3. Click the Review Request handler workflow.
    4. In the Variables section, find the wf_configuration_stAssetTypes configuration variable. It might refer, for example, to gdprProposeTechnologyWizard. Ensure that it correctly refers to gdprTechnologyWizard, as shown in the following image.
      • If it does, there is nothing more to do.
      • If it does not, you must edit it.
    5. Click to edit the value of the configuration variable.
    6. Change every instance of the old workflow reference to gdprTechnologyWizard.
      Tip Copy the entire configuration variable value into a text editor, replace every instance of the old string by gdprTechnologyWizard, and then paste the new value into the value field.
    7. Click Save.

What's next?

If you have purchased both CCPA and GDPR modules, complete this procedure again for the module that you have not yet installed.

Installation of out-of-the-box resources

During installation, the installer searches for all resources (for example, communities, domains, assets, relations, asset types, resource roles, and workflows) by UUID in the default location. If a particular resource is not found, it is created during the installation. If the newly created resource has the same name as an existing resource, the name of the existing resource is amended with the following suffix: _migration_timestamp.

Tip After installation is complete, we recommend searching for the word migration in Collibra to see which, if any, resources have been renamed, and to reconcile any conflicts that could arise due to the name change.