Zoomdata Version

Upgrade Instructions (for RPM and Ubuntu)

This article covers the upgrade of Zoomdata v2.2 to the current v2.3 release. Prior to starting the upgrade, review the README: Preparations to Upgrade Zoomdata to v2.3 article to learn about the architectural changes with the Zoomdata environment and the activities that will be taken in the upgrade process. Understanding these changes will help you complete the Zoomdata upgrade as efficiently as possible.

Back Up MongoDB

Zoomdata highly recommends that you create a backup of the metadata contained in the MongoDB database before beginning the upgrade process.

Run the following command:

sudo mongodump

The dump of the metadata content results in two folders being created: (1) zoom and (2) zoom-scheduler.

  • The 'zoom' folder contains the metadata and data profile store for the Zoomdata visualization activities.
  • The 'zoom-scheduler' folder contains information related to activities pretaining to the Zoomdata Scheduler tool (connections that were refreshed and the time periods for those refreshes, among other details).

If you need to access the backup file to restore the MondoDB data, navigate to the directory where the dump folders are stored and run the following commands:

mongorestore -d zoom zoom
mongorestore -d zoom-scheduler zoom-scheduler

PREREQUISITES

The Zoomdata upgrade uses an automated installer script, which works for the following environments:

  • Centos v6 and v7
  • Ubuntu v14.04 and 16.04

The target server for the Zoomdata program should meet the following conditions:

  • Server is connected to the Internet*
  • The server does not have PostgreSQL already installed
  • The zoomdata property files (located in main /etc/zoomdata directory) is moved to a backup directory (guidance provided in the Upgrade Steps below)
  • The user installing Zoomdata is able to use the 'sudo' command in the server
  • *If you do not have internet connection on the server that Zoomdata is being installed, you have the option to run the installer script locally. You will need to either download or otherwise receive the Zoomdata installation package and load into the target server. Once this is done, you can set up the installer script to execute using a command line that specifies the location of the installation package on the server. Refer to the Alternative Installation Options for instructions to do this.
  • If the server where Zoomdata will be installed do not meet all of the conditions, refer to the Alternative Installation Options.

If you are installing Zoomdata in a server running either CentOS v6 or Ubuntu v14, then you need to Configure Max Open Processes and Open Files to Support Zoomdata Runtime . Be sure to complete this prerequisite setup before installing Zoomdata. If your server is running either CentOS v7 or Ubuntu v16, then you may skip this prerequisite step.

In addition, there are configuration options that you may consider adjusting prior to installing Zoomdata. Access the article Installation Configuration Options to review them. Once you have made any needed adjustments to the configurations, return to this article to continue the installation process.

Upgrade Steps

The steps below will walk you through the upgrade process.

  1. Stop the Zoomdata service and move the Zoomdata property files to a backup directory by running the following commands (choose your Linux OS for the correct command lines):
    For CentOS v6, run:
    sudo service zoomdata stop
    sudo yum remove zoomdata
    sudo mv /opt/zoomdata /opt/zd_backup_v #-#
    sudo mv /etc/zoomdata /etc/zd_backup_v #-#
    For CentOS v7, run:
    sudo systemctl stop zoomdata.service
    sudo yum remove zoomdata
    sudo mv /opt/zoomdata /opt/zd_backup_v #-#
    sudo mv /etc/zoomdata /etc/zd_backup_v #-#
    For Ubuntu v14, run:
    sudo service zoomdata stop
    sudo apt-get remove zoomdata
    sudo mv /opt/zoomdata /opt/zd_backup_v #-#
    sudo mv /etc/zoomdata /etc/zd_backup_v #-#
    For Ubuntu v16, run:
    sudo systemctl stop zoomdata.service
    sudo apt-get remove zoomdata
    sudo mv /opt/zoomdata /opt/zd_backup_v #-#
    sudo mv /etc/zoomdata /etc/zd_backup_v #-#

  2. Run the Zoomdata v2.3 installation script.
    In order to begin the installation process, you first need to receive the installation instructions from Zoomdata Support. This email contains the installation script that you will use to run in the server where the Zoomdata environment will reside.
    If you have not received the installation instructions, please select the green 'Support' button in the lower right corner of this article to open a ticket with Zoomdata Support.
    Once you have received the installation instructions, enter the command installation command into your target server to start the automated installation process. The following Zoomdata components will download to your target server:
    • Database for metadata store (using PostgreSQL v9.5)
    • The Zoomdata Server
    • Scheduler service
    • Spark proxy service
    • Connector services
    Installation_script_provided_by_Zoomdata_Support

  3. Stop the Zoomdata service:
    For CentOS v6 and Ubuntu v14, run:
    sudo service zoomdata stop
    sudo service zoomdata-scheduler stop
    For CentOS v7 and Ubuntu v16, run:
    sudo systemctl stop zoomdata
    sudo systemctl stop zoomdata-scheduler
    Now you are ready to run the migration tool.
  4. Create the configuration file for the migration tool:
    sudo vi /opt/zoomdata/migration.properties

  5. Add the following parameters into the configuration file:
    ###############################################
    # Zoomdata parameters
    ###############################################
    # source mongo
    zoomdata.mongo.host= YourMongoHost :27017
    zoomdata.mongo.db.name=zoom
    zoomdata.mongo.user=anadmin
    zoomdata.mongo.password=
    # target postgres
    zoomdata.postgres.url=jdbc:postgresql:// YourPostgreSQLHost :5432/zoomdata
    zoomdata.postgres.user=zoomdata
    zoomdata.postgres.password= YourPostgreSQLPassword

    ###############################################
    # Scheduler parameters
    ###############################################
    # source mongo
    scheduler.mongo.host= YourMongoHost :27017
    scheduler.mongo.db.name=zoom-scheduler
    scheduler.mongo.user=zoom-scheduler
    scheduler.mongo.password=
    # target postgres
    scheduler.postgres.url=jdbc:postgresql:// YourPostgreSQLHost :5432/zoomdata-scheduler
    scheduler.postgres.user=zoomdata
    scheduler.postgres.password= YourPostgreSQLPassword
    • Be sure to replace the placeholder information, including host and credential details.
    • You can find the generated value for zoomdata.postgres.password by looking in the /etc/zoomdata/zoomdata.properties file
    • You can find the generated value for scheduler.postgres.password by looking in the /etc/zoomdata/scheduler.properties file

  6. Run the Migration Tool:

    sudo /opt/zoomdata/bin/zoomdata-migration --config.location /opt/zoomdata/migration.properties
    Recall in Step 2 above that you moved the Zoomdata v2.2 configuration folder ( /etc/zoomdata ) to a backup location. Zoomdata v2.3 installation process created the same folder with new configuration files (containing configurations specific to v2.3). You may copy any configuration parameters from the v2.2 property files that you want to keep to the corresponding property files just created in v2.3 . Specifically, parameters for v2.2 zoomdata.properties and zoomdata-scheduler.properties may be copied over to the new v2.3 property files. Use a file editor (vim, cat) to copy the parameters, but be careful not to overwrite existing content.

  7. Start all Zoomdata services:
    You need to manually activate the following Zoomdata services: (1) the Zoomdata Server and (2) the Zoomdata Scheduler service.
    For CentOS v6 and Ubuntu v14, run:

    sudo service zoomdata-scheduler start
    sudo service zoomdata start
    For CentOS v7 and Ubuntu v16, run:
    sudo systemctl start zoomdata-scheduler
    sudo systemctl start zoomdata

After you have activated the Zoomdata services, you will need to take the following actions:

When you are ready to access the Zoomdata Client, refer to the article Access Zoomdata from Your Web Browser .