Upgrade the Databases

This section describes how to upgrade in-use instances of the Alteryx® databases for a working deployment of the Designer Cloud Powered by Trifacta platform.

• When you upgrade to a new release of the platform, the underlying databases and their structures are automatically migrated to the new format. However, the database releases are not touched. 

In this example, Postgres 9.3 is upgraded to Postgres 9.6.

Pre-requisites

• The installing user must have write permissions to the directory from which the commands are executed.
• The installing user must have sudo privileges.
• Verify that you know the host and port number for each database.

Backup

Before you begin, please verify that you have a valid backup of each Alteryx database. See Backup and Recovery.

Acquire Distribution and Port Information

Before you begin, you must:

• Acquire the port information for the current database. Typically, this value is 5432.
• Acquire the latest distribution for the database software.

For more information, see Install the Databases.

Upgrade for PostgreSQL

This procedure describes the process for upgrading the PostgreSQL version in use by the Alteryx databases. This procedure assumes the following:

• Source version: PostgreSQL 9.3
• Upgrade version: PostgreSQL 9.6
• All current databases are co-located with the software on the Alteryx node.
• Some downtime of the databases during the upgrade process is ok.

Before You Begin

• If you haven't already, please back up each database and all PostgreSQL configuration files. See Backup and Recovery.
• Login to the node where the databases are hosted.

Upgrade for CentOS/RHEL

1. Install the upgraded version. Below, PostgreSQL 9.6 is installed.

   1. For CentOS 6.x:

      wget https://download.postgresql.org/pub/repos/yum/9.6/redhat/rhel-6-x86_64/pgdg-centos96-9.6-3.noarch.rpm
      sudo yum -y install pgdg-centos96-9.6-3.noarch.rpm

   2. For CentOS 7.x:

      wget https://download.postgresql.org/pub/repos/yum/9.6/redhat/rhel-7-x86_64/pgdg-centos96-9.6-3.noarch.rpm
      sudo yum -y install pgdg-centos96-9.6-3.noarch.rpm

   3. For Red Hat Enterprise Linux 6.x:

      wget https://download.postgresql.org/pub/repos/yum/9.6/redhat/rhel-6-x86_64/pgdg-centos96-9.6-3.noarch.rpm
      sudo yum -y install pgdg-redhat96-9.6-3.noarch.rpm

   4. For Red Hat Enterprise Linux 7.x:

      wget https://download.postgresql.org/pub/repos/yum/9.6/redhat/rhel-7-x86_64/pgdg-centos96-9.6-3.noarch.rpm
      sudo yum -y install pgdg-redhat96-9.6-3.noarch.rpm

2. Create a new data directory for the new database version:

   1. For CentOS 7.x:

      sudo /usr/pgsql-9.6/bin/postgresql96-setup initdb

   2. For CentOS 6.x, RHEL 6.x:

      sudo service postgresql-9.6 initdb

   3. For RHEL 7.x:

      sudo /usr/pgsql-9.6/bin/postgresql96-setup initdb

3. Use the following commands to verify that the upgrade is possible:

   su postgres
   cd ~
   /usr/pgsql-9.6/bin/pg_upgrade --old-bindir=/usr/pgsql-9.3/bin/ --new-bindir=/usr/pgsql-9.6/bin/ --old-datadir=/var/lib/pgsql/9.3/data/ --new-datadir=/var/lib/pgsql/9.6/data/ --check 

   If all is well, you should see a Clusters are compatible message.

4. Stop the old version of the database service as the root user:

   1. CentOS/RHEL:

      sudo service postgresql-9.3 stop

5. Run the upgrade as the postgres user:
   

   1. CentOS/RHEL:

      su postgres
      /usr/pgsql-9.6/bin/pg_upgrade --old-bindir=/usr/pgsql-9.3/bin/ --new-bindir=/usr/pgsql-9.6/bin/ --old-datadir=/var/lib/pgsql/9.3/data/ --new-datadir=/var/lib/pgsql/9.6/data/

Upgrade for Ubuntu

For more information on upgrading PostgreSQL on Ubuntu, please contact Alteryx Support.

Transfer Settings

1. Transfer settings from the configuration files for your old database version to the new one. Please review the old and new versions of these files:

   NOTE: It is risky to perform a straight copy of these configuration files. Settings may change. New ones may be introduced. Setting values specific to to the installation may be overwritten in a copy. Please retain a backup of both versions of each file before migrating settings.

   Path to PostgreSQL 9.3 file	Path to PostgreSQL 9.6 file
   /var/lib/pgsql/9.3/data/pg_hba.conf	/var/lib/pgsql/9.6/data/pg_hba.conf
   /var/lib/pgsql/9.3/data/postgresql.conf	/var/lib/pgsql/9.6/data/postgresql.conf

2. Start the service:

   1. CentOS/RHEL:

      sudo service postgresql-9.6 start

   2. Ubuntu:

      sudo service postgresql start

   3. When the service restarts, you can check the cluster status using the following script:

      ./analyze_new_cluster.sh

3. After you have completed the database installation, you must review the port number of the newly installed database, which may have changed between versions of the database software. That new port number must be applied through the Alteryx software. For more information, see Change Database Port.

4. If all is well, restart the platform. See Start and Stop the Platform. 

Verify and Cleanup

1. Verify operations on all four database:
   1. Login to the application. See Login.
   2. Load a dataset from Flow View. See Flow View Page.
   3. Run a job. See Run Job Page.
   4. Schedule a job and execute it. See Add Schedule Dialog.

2. If all of the above tests pass, you can use the following script to delete the old PostgreSQL version and its data directory:

   ./delete_old_cluster.sh

3. Restart the Designer Cloud Powered by Trifacta platform. See Start and Stop the Platform.

Upgrade for MySQL

Upgrading the databases for MySQL is not supported in this release. Please start with a clean install of the databases on MySQL.