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This guide steps through the requirements and process for upgrading 

D s product
product awsm r true

 through the AWS Marketplace. 

Upgrade

Process preview

Warning
Upgrading to the latest version of

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D s product product awsm via the AWS Marketplace will terminate your existing instance and bring up a new instance with the latest software in its place

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. Please follow the instructions here carefully.

Your Trifacta instance

D s item
item instance

is deployed as part of a Cloudformation Stack, when . When you upgrade this Stackstack, Cloudformation will tell informs you what of the resources it plans on modifying and then manage manages the modifications. If there is any problem doing these modifications it will roll back it's changes, your existing instance will not be , Cloudformation rolls back its changes. Your existing instance is not deleted until the new one has been brought up successfully.

Here's what we'll be doing:

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Upgrade flow:

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1. Upgrade prep: Review some items that you should know before upgrading

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1. D s product
   product awsm

   .
2. Backup: Before performing the Cloudformation Stack upgrade

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1. , you perform two different backups.

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1. Upgrade: You perform the Cloudformation Stack upgrade which

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1. also makes the required changes to your environment, including bringing up a new instance which has the latest version of

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1. the software.

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1. Restore: You restore your backups onto

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1. the new version of

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1. the software.

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1. Post-Upgrade Fixes: You make any changes necessary to get up and

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1. running again.

Supported paths

This upgrade process supports upgrade for the following versions:

Warning
If you are upgrading from a version that is earlier than the supported Source Version listed above for this upgrade process, please use the links below to acquire the AMI(s) and documentation to upgrade to the earliest supported Source Version. Then, return to these instructions to complete the process.

 

Upgrade

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Prep

• This process

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• requires broad permissions on your AWS account. If you do not have Administrator access, you may encounter errors when Cloudformation tries to

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• modify AWS objects, like IAM or Security Groups.
• If you have made additional tweaks to the default installation, these changes

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• are likely to be lost.

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• Please review and note any changes, so you can replicate them if necessary.
  • IAM role or policy changes
  • Changes on the

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• • d-s-server

    OS itself
  • SSL certificates and configuration
  • The IP address of your

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• • D s server

    is changing. This change requires a DNS update after the upgrade is complete.

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Backup

We'll make two backups: one of the Trifacta software

D s item
item software

and one of the entire EC2 Instance.

1. SSH to your current Marketplace instance. Example:

   Code Block
   ssh -i MyKey.pem centos@TrifactaServer.MyCompany.net

   
   

2. Become Switch to Root user on the server:

   Code Block
   sudo su

   
   

3. Stop the 

   D s platform

    on your current Marketplace instance:

   Code Block
   service trifacta stop

   
   

4. Run the Trifacta

   D s item
   item backup script

   :

   Code Block
   /opt/trifacta/bin/setup-utils/trifacta-backup-config-and-db.sh

    

   1. When the script is complete, the output identifies the location of the backup. Example:

      Code Block
      /opt/trifacta-backups/trifacta-backup-5.0+126.20171217124021.a8ed455-20180514213601.tgz

      
      

5. Store the backup in a safe location. We recommend You should copy it to either S3 or copying it to your local computer via SCP.

   1. To copy the backup to the S3 bucket used by your installation, you can use this example:

      Code Block
      aws s3 cp /opt/trifacta-backups/trifacta-backup-5.0+126.20171217124021.a8ed455-20180514213601.tgz s3://<my-trifacta-s3-bucket>/trifacta-backups/

      
      

   2. If you choose to use SCP, please note that the AMI does not allow root login, you . You must copy the files you want to the Centos CentOS user's home directory and make modify any permissions changes necessary to allow the Centos CentOS user to read them. Once you've done that you Then, you can use SCP to copy the files, for example. Example:

      Code Block
      scp -i <my-key.pem> centos@<my-server-ip>:./example-file.txt ./

      
      

6. We recommend that you You should also take a snapshot of the EBS volume backing your EC2 instance.
   1. This will step is not be necessary needed to restore Trifacta the product, but it can be useful if you find that you had have additional files or configurations that you need to replicate once to your new Trifacta instance is running

      D s item
      item instance

      .

Perform the Cloudformation Stack upgrade

In this section, you will upgrade the Cloudformation Stack which will bring up . This upgrade launches the latest copy of Trifacta as well as perform version of the

D s item
item software

and performs any necessary adjustments to your existing resources.

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1. Upgrade the Cloudformation Stack.

2. Visit the Trifacta Marketplace listing page for your product.

3. Scroll down to under "Under View Usage Instructions"Expand , expand the "View CloudFormation Template" section.
4. Right-click the " Download CloudFormation Template " link and copy it's its URL.
5. Go to CloudFormation in In your AWS Console, go to CloudFormation.
6. Click your Trifacta StackSelect your

   D s item
   item Stack

   .
7. Click "Update".
8. Select "Replace Current Template".

9. Select "Amazon S3 URL" , and paste the link to the template in the text boxtextbox.

10. Click next Next and review the parameters, they which should be inherited from your existing Stack.

11. Wait until the CloudFormation Stack indicates it's upgradedNow try to access the Trifacta software that the upgrade is finished.
12. Access the

    D s item
    item software

    via the URL in the " Outputs " tab of CloudFormation.
13. When it brings you to a login you reach the the Login page, the software has started, and we you can continue with the following sections.

Restore your backup onto the new instance

1. Connect to your new Trifacta instance

   D s item
   item instance

   via SSH.
   Note that the

   
   
   

   Info
   NOTE: The IP address has changed.

   
   

2. Become Switch to Root user on the Trifacta instance

   D s item
   item instance

   .

   Code Block
   sudo su cd

   
   

3. The Trifacta software will start

   D s item
   item software

   starts automatically on boot. Stop it before continuing:

   Code Block
   service trifacta stop

   
   

4. Download the latest copy of the restore script to pick up additional fixes that have been made.note: this

   Info
   NOTE: This step is required.

   
   

   Code Block

   curl --output trifacta-restore-from-backup.sh https://raw.githubusercontent.com/trifacta/trifacta-utils/release/6.0/trifacta-restore-from-backup.sh mv trifacta-restore-from-backup.sh /opt/trifacta/bin/setup-utils/trifacta-restore-from-backup.sh chown trifacta:trifacta /opt/trifacta/bin/setup-utils/trifacta-restore-from-backup.sh chmod 775 /opt/trifacta/bin/setup-utils/trifacta-restore-from-backup.sh

   
   

5. Download the backup from your storage location and extract its contents. Example:

   Code Block
   mkdir -p /root/trifacta-restore-files cd /root/trifacta-restore-files aws s3 cp s3://<my-trifacta-s3-bucket>/trifacta-backups/<my-backup-file.tgz> . tar xzf <my-backup-file.tgz>

   
   

6. Execute the restore script. Pass in the path to your unzipped backup as a parameter. Example:

   Code Block
   /opt/trifacta/bin/setup-utils/trifacta-restore-from-backup.sh -r /root/trifacta-restore-files/trifacta-backup-5.1+126.20171217124021.a8ed455-20180514213601

   
   

7. Start up the product:

   Code Block
   service trifacta start

   
   

8. Verify that the product is working as expected by running jobs.

Appendix

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- Post-Upgrade Fixups

Upgrade from Release 5.1 or earlier

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1. D s config
   method t

2. Locate the  data-service.classpath setting. Change the class path value to point to the correct directory:

   Code Block
   /opt/trifacta/conf/data-service

   
   

3. Locate the webapp.connectivity.kerberosDelegateConfigPath setting. If you are enabling Kerberos-based SSO for relational connections, please add the following value to the path:

   Code Block
   "%(topOfTree)s/services/data-service/build/conf/kerberosdelegate.config"

   For more information, see see Enable SSO for Relational Connections.

4. Save the file.

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Some properties related to the reverse proxy must be updated. Please complete the following:

Steps:

1. Login to the 

   d-s-item
   item
   node

   .

2. Edit the following file:

   Code Block
   /opt/trifacta/pkg3p/src/tripache/conf/conf.d/trifacta.conf

   
   

3. Add the following rule for the /unauthorized path:
   Image Removed Image Added

4. Modify the redirection for /sign-out from / to /unauthorized. Remove the rewrite rule:
   Image Removed Image Added
5. Save the file and restart the platform.

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• The email address with the highest Id value in the People table is assumed to be the original user account.

• The format for email addresses is: 

  Code Block
  <orig_userId>_duplicate_<row_id>

  where <row_id> is the row in the table where the duplicate was detected.

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