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Upgrade to the Latest Version

Netwrix recommends that you upgrade from the older versions of Netwrix Data Classification to the latest version available to take advantage of new features and fixes.

Upgrade Prerequisites​

Before you start the upgrade, Netwrix strongly recommends taking the following steps:

Step 1 – Ensure you have .NET Framework 4.7.2 installed on the computer where Netwrix Data Classification resides. If not, download it from Microsoft website: Download .NET Framework 4.7.2.

Step 2 – Back up NDC SQL database. Netwrix recommends the following:

  • Start Microsoft SQL Server Management Studio and connect to SQL Server instance hosting this database.
  • In the Object Explorer, right-click the database and select Tasks > Back Up.
  • Wait for the process to complete.

Step 3 – Back up the Index files. Netwrix recommends the following:

  • On the computer where Netwrix Data Classification is installed, start the Netwrix Data Classification Service Viewer tool. Select Stop next to each service.
  • Locate the folder containing index files (the default location is C:\Program Files\Netwrix\Data Classification\Index) and back it up.
note

For versions of 5.7 before 5.7.10, it was necessary to have all NDC services and the NDC IIS Application Pool running as the same service account. For 5.7.10 onwards this is no longer necessary, but if upgrading from an earlier version of 5.7 you should complete the upgrade to 5.7.10 before changing the service account to prevent any possible issues with the upgrade process.

Upgrade Process​

You can upgrade directly to Netwrix Data Classification 5.7 only from versions 5.5 and newer.

To upgrade your deployment, after taking the preparatory steps described above, run the product setup and follow the wizard steps. When finished, all solution components will be running.

If you need to upgrade from an earlier version, you will need to perform a staged upgrade: first upgrade to version 5.5, then perform a second upgrade to version 5.7.

Upgrading a DQS Environment​

When upgrading an NDC environment which uses the Distributed Query Server functionality to 5.7.10 or later, the primary server must be upgraded before upgrading the secondary instances. Secondary instances will attempt to resynchronize with the primary instance during the upgrade process, which will fail if the primary instance has not been upgraded.

When upgrading to 5.7.10 or later from an earlier version of 5.7, you should run the installer as the NDC service account if possible so that the installer can synchronize the DQS instances automatically. If this isn't done, you will need to perform a DQS resynchronization when upgrading each secondary DQS instance. For further details on this process, see the Configuring NDC Servers Cluster and Load Balancing with DQS Mode page.

After the Upgrade​

During the upgrade from previous versions, Netwrix Data Classification preserves its configuration, so you can classify your data right after finishing the upgrade. However, there are several steps you may need to take after upgrading.

To update taxonomies manually:

Step 1 – In administrative web console, navigate to Taxonomies > Global Settings.

Step 2 – Click Update in the right corner next to each taxonomy.

update_taxonomy

The upgrade is now complete.