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Solution Upgrade Considerations

The following items must be taken into consideration for upgrades:

Access Information Center

  • Should be upgraded at the same time as Access Analyzer.

    NOTE: The Access Analyzer upgrade should be completed first.

See the Upgrade Procedure for Access Analyzer topic in the Netwrix Access Information Center Documentation for instructions.

Sensitive Data Discovery

  • In Access Analyzer 12.0 the Sensitive Data Discovery features are included in the standard installations when your license includes it. If you have the old Sensitive Data Discovery Add-On installed from a previous Access Analyzer version, then you must manually uninstall it from the Access Analyzer Console server, and any File System proxy and SharePoint Agent servers where it is installed, before proceeding with the upgrade.

    CAUTION: The new global settings will overwrite any previously configured criteria. Make a note of any configured Sensitive Data Criteria before upgrading Access Analyzer. Sensitive Data Criteria must be reconfigured after an upgrade.

  • Sensitive Data Criteria selection is configured globally and used by default in all solution sets. See the Configure Global Sensitive Data Settings for additional information.

Active Directory Solution Considerations

  • The Active Directory solution by default upgrades as Upgrade in Place. Do not change this upgrade option. After completing the upgrade, you need to manually add the new Active Directory > 7. Certificate Authority job group from the InstantSolutions directory.
  • For Activity – Ensure the Netwrix Activity Monitor is a compatible version. See the Upgrade Instructions in the Netwrix Activity Monitor Documentation for additional information.

File System Solution Considerations

  • For Proxy Mode as a Service – File System Proxy Service needs to be updated on the proxy servers. See the Upgrade Proxy Service Procedure topic for instructions.
  • For Activity – Ensure the Netwrix Activity Monitor is a compatible version. See the Upgrade Instructions in the Netwrix Activity Monitor Documentation for additional information.

SharePoint Solution Considerations

  • For SharePoint Agent – Access Analyzer SharePoint Agent needs to be updated on the SharePoint server where it was installed. See the Upgrade SharePoint Agent section for instructions.
  • For Activity – Ensure the Stealthbits Activity Monitor is a compatible version. See the Upgrade Instructions in the Netwrix Activity Monitor Documentation for additional information.

The following binary component versions are required for Access Analyzer v12.0:

ComponentVersion
Access Information Center12.0
Netwrix Activity Monitor8.0
File System Proxy Service12.0
Access Analyzer SharePoint Agent12.0

File System Solution Upgrade

After upgrading to Access Analyzer 12.0, run the latest version of the File System > 0.Collection > 0-Create Schema job to migrate the File System Solution to the latest database schema.

This database schema migration should be performed before running other jobs in the File System Solution after upgrading to Access Analyzer 12.0.

See the File System Solution topic for additional information.

Configure Global Sensitive Data Settings

CAUTION: The new global Settings will overwrite any previously configured criteria. Make a note of any configured Sensitive Data Criteria before commencing the upgrade Access Analyzer. Sensitive Data Criteria must be reconfigured after an upgrade.

If Sensitive Data Criteria are configured differently for each solution, re-configure the criteria selection at the solution level. See the topic for the applicable solution for additional information.

If the same Sensitive Data Criteria are used for all solutions, configure the criteria selection at the global Settings > Sensitive Data node, which will then be used by default in all solutions. The Sensitive Data node provides configuration options to manage Sensitive Data Criteria and false positive exclusion filters. See the Sensitive Data topic for additional information.

Follow the steps to configure Sensitive Data Criteria at the global level.

Global Settings Sensitive Data node

Step 1 – If the same Sensitive Data Criteria are used for all solutions, configure the criteria selection at the global Settings level, which will then be used by default in all solution sets. Navigate to the Settings > Sensitive Data node and click Add to open the Select Criteria window.

Sensitive Data Select Criteria window

Step 2 – Select the desired criteria. Use the Search Criteria text field to filter the list using keywords or expand each category to view and select individual Sensitive Data search criteria, then click OK.

By default, Sensitive Data Criteria configured at the global Settings level is inherited down to the applicable solutions.