Upgrade SSRS OCF Connector to Version 1.3.5

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

After upgrading the SSRS OCF Connector to version 1.3.5 or later, you will have the option to enable the UI option: Enable unique ID handling for shared SSRS objects.

If this UI option is enabled and you have existing curation data for shared datasets, datasources, and their fields, you must run the migration script highlighted below to retain the curation information.

This migration step is essential to ensure that all curated metadata and catalog page information associated with SSRS objects from your previous connector version are accurately migrated and preserved in version 1.3.5 of the SSRS OCF Connector.

Note

  1. If you are installing the SSRS connector for the first time and choose to use the connector version 1.3.5 or higher, you needn’t perform this migration. The script is only required if you are upgrading the connector from a previous version.

  2. If you don’t have existing curation metadata can skip the migration steps.

Scope of Migration

This migration will ensure that the following catalog metadata is preserved after the connector upgrade:

  • Built-in and custom fields

    • Object Sets and People Sets—For example, Stewards

    • Rich text fields

    • Descriptions

  • Trust Flags (Endorse, Warn, and Deprecate)

  • Tags

  • Stars

  • Article and conversation mentions

Migrate Curated Data

Perform the following steps to migrate the curated data of a cataloged SSRS objects:

Important

Before you run metadata extraction, ensure that you enable:

  • The alation.bi_metadata.enable_soft_delete feature flag is set to true (the default value). If it was changed to false, set it back to true. See Soft Delete & Hard Delete for more information.

  • The Remove Projects that are not captured by the list above UI option on the General Settings tab in the connector settings page.

  • Alation will execute the migration script after the first MDE run, once you upgrade the connector and enable the Enable unique ID handling for shared SSRS objects UI option. Reach out to the support team to run the migration script.

  • If curated metadata does not appear after some time following the upgrade and completion of the MDE run, raise a support ticket requesting execution of the curation migration script.

Troubleshooting

  • Permissions error: Ensure that you are running the script as the user alation

  • Django imports errors or issues: Ensure that you run the script from the directory /opt/alation/django/rosemeta/one_off_scripts/

  • For any other issues, contact Alation Support with the following log file attached to the Support ticket: /tmp/ssrs(Old)_to_ssrs(New)_migration-debug.log