Upgrade to 5.9.2 with a 5.6.5 or newer backup

In this section, we describe the upgrade of an on-premises Collibra Data Governance Center 5.6.5 or newer environment to 5.9.2 by installing a new Collibra DGC 5.9.2 and restoring a 5.6.5 or newer backup.

Tip If you use nodes on which there are already one more services installed, you have to install the new version in a new installation directory, unless the node has never been added to a Collibra Console, then you can overwrite the existing installation.

Diagram of upgrade path to 5.9 by restoring an old backup

Prerequisites

  • Make sure that your environment is at version 5.6.5 or newer.
  • The status of your repository is Green or Orange.

    Warning If the status of the repository is Red, do not start the upgrade procedure but contact Collibra Support.

Steps

  1. Create a full backup of your Collibra DGC 5.6.5 or newer environment.
    1. Open Collibra Console with a user profile that has at least the ADMIN role.
      Collibra Console opens with the Infrastructure page.
    2. In the main menu, click Backups.
      The backups page appears.
    3. In the upper right corner, click Create backup.
    4. Enter the required information.
    5. Click Create backup.
  2. Install a new Collibra DGC 5.9.2 environment on Linux or Windows.
  3. Restore your backup.
    This action automatically updates the database of the backup to the new version.
    1. Open Collibra Console with a user profile that has at least the ADMIN role.
      Collibra Console opens with the Infrastructure page.
    2. Click the name of an environment to show its details.
    3. Click More → Restore from a previous version.

      Previous version

      Substeps

      5.6.5 or newer
      1. Select the Upload backup option:
        • Upload backup: Upload or drop the backup in the Upload backup box.
        • Choose an existing backup: Select the backup that you want to restore from the Backup drop-down menu.
      2. Click Restore backup and upgrade.
      3. Select the options that you want to restore.
      4. Click Restore backup.
        The backup is restored and the upgrade of the repository is automatically started.

    Tip If the environment ends up in Error state, it is most likely because starting the Collibra service takes too much time. See Environment in error state during the upgrade.

  4. Reindex Collibra.

If your environment is configured with SAML and it is no longer functional after the upgrade, consult the troubleshooting section.