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Applies to: (tick) Kyvos Enterprise  (tick) Kyvos Cloud (SaaS on AWS) (error) Kyvos AWS Marketplace

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Note

Before proceeding with the Kyvos upgrade, Upgrade the Kyvos Manager to a compatible version.

To upgrade your Kyvos version from the current version to a newer version using the Kyvos Manager portal, perform the following steps.

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NOTE: For AWS, upgrade the latest IAM role with the required permissions when upgrading the Kyvos cluster to the latest release. 

  1. On the Kyvos Manager, click Update Kyvos Version > Upgrade.

  2. The Kyvos Upgrade page is displayed with the details of the current Kyvos bundle and the Kyvos option is selected for the Upgrade field.

  3. Click the Select Bundle link to choose the Kyvos bundle from a list of compatible versions. Or, click the Upload New Bundle link to provide your bundle.

  4. To view upgrade options, click the Show Upgrade Options link, and configure the following options as needed.

Parameter/Field

Description

Create cube data backup

Select this option to create a backup of the existing cube data in your Kyvos environment. This may slow down the deployment for taking the backup of cube data.

Create logs backup

Select this option to create a backup of the existing logs of your Kyvos environment

Backup Path

Shows the backup path. The backup path should be consistent across all the available systems. To edit the path, use the Modify Backup Path option from the use three-dots menu

Configuration

Use these options to preserve or override the existing configurations (cluster's property files or connections).

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix.

Template

Use these options to preserve or override the existing templates in your Kyvos environment.

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix

Repository Data

Use these options to preserve or override the existing Repository Data in your Kyvos environment.

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix

License

Use these options to preserve or override the existing Kyvos license.

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix

  1. Click the Upgrade Now button on the top-right of the page.

  2. On the displayed confirmation message box, select the Start Kyvos Service checkbox to start the service automatically after the upgrade.

  3. Enter your Kyvos Manager Password to confirm upgrade deployment.

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Important

  • You need to manually restore the files uploaded from the Configuration Files page (if any), after upgrading Kyvos.

  • Before the upgrade, a backup will be created and saved at /data/kyvos/app/ location automatically.

  • Before applying the Kyvos upgrade ensure that the IAM role attached to the Kyvos Manager node has the lambda:UpdateFunctionCode permission required for updating Lambda.

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For Azure, if you have created a deployment using the Deploy with Enhanced Security option, provide the managed identity permission Microsoft.Network/virtualNetworks/subnets/joinViaServiceEndpoint/action on the virtual network. 

You can easily upgrade both Kyvos and Kyvos Manager applications to a newer version by simply selecting the required version from the Kyvos Manager portal.

To upgrade Kyvos and Kyvos Manager, perform the following steps. 

  1. On the navigation bar, click Application Update > Upgrade. 

  2. The Upgrade page is displayed with the current version details of Kyvos and Kyvos Manager. 

  3. Select the one of the following components from the Upgrade list to which you want to upgrade.

    1. Kyvos Manager and Kyvos: To upgrade both Kyvos Manager and Kyvos.

    2. Kyvos: To upgrade only Kyvos.

    3. Kyvos Manager: To upgrade only Kyvos Manager.   

  4. In the Locate Bundle By list, select one of the following:

    1. Path: Provide the Kyvos bundle path on the node on which Kyvos Manager is running.

    2. File: Click the Select Bundle link to choose the Kyvos bundle from a list of compatible versions. Or, click the Upload New Bundle link to provide your bundle.

    3. Version: Provide Client Secret key and click Fetch Versions. All the compatible versions for upgrade is displayed in the Version list.

  5. To view upgrade options, click the  Show Upgrade Options  link, and configure the following options as needed.

Parameter/Field

Description

Overwrite

Select this option to override the existing templates in your Kyvos environment.
NOTE

  • If the option is selected, a template will be generated.

  • If the option is not selected, the old template will be copied with _backup as a suffix.

Backup Path

Shows the backup path. The backup path should be consistent across all the available systems. To edit the path, use the Modify Backup Path option from the use three-dots menu

Backup 

  • Semantic Model:  Select this option to create a backup of the existing semantic model data in your Kyvos environment. This may slow down the deployment for taking the backup of semantic model data.

  • Log:  Select this option to create a backup of the existing logs of your Kyvos environment. 

  1. Click the Upgrade Now button on the top-right of the page.

  2. On the displayed confirmation message box, select the Start Kyvos Service checkbox to start the service automatically after the upgrade.

  3. Enter your Kyvos Manager Password to confirm upgrade deployment.

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Important

  • You need to manually restore the files uploaded from the Configuration Files page (if any), after upgrading Kyvos.

  • Before the upgrade, a backup will be created and saved at /data/kyvos/app/ location automatically.

  • Before applying the Kyvos upgrade ensure that the Service account attached to the Kyvos Manager node has the permission required for updating Functions.

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Note

Following steps are applicable when migrating from Single Server to Flexible Server.

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  1. On the Kyvos Manager, click Update Kyvos Version > Upgrade.

  2. The Kyvos Upgrade page is displayed with the details of the current Kyvos bundle and the Kyvos option is selected for the Upgrade field.

  3. Click the Select Bundle link to choose the Kyvos bundle from a list of compatible versions. Or, click the Upload New Bundle link to provide your bundle.

  4. To view upgrade options, click the Show Upgrade Options link, and configure the following options as needed.

Parameter/Field

Description

Create cube data backup

Select this option to create a backup of the existing cube data in your Kyvos environment. This may slow down the deployment for taking the backup of cube data.

Create logs backup

Select this option to create a backup of the existing logs of your Kyvos environment

Backup Path

Shows the backup path. The backup path should be consistent across all the available systems. To edit the path, use the Modify Backup Path option from the use three-dots menu

Configuration

Use these options to preserve or override the existing configurations (cluster's property files or connections).

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix.

Template

Use these options to preserve or override the existing templates in your Kyvos environment.

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix

Repository Data

Use these options to preserve or override the existing Repository Data in your Kyvos environment.

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix

License

Use these options to preserve or override the existing Kyvos license.

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix

  1. Click the Upgrade Now button on the top-right of the page.

  2. On the displayed confirmation message box, select the Start Kyvos Service checkbox to start the service automatically after the upgrade.

  3. Enter your Kyvos Manager Password to confirm upgrade deployment.

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Important

  • You need to manually restore the files uploaded from the Configuration Files page (if any), after upgrading Kyvos.

  • Before the upgrade, a backup will be created and saved at /data/kyvos/app/ location automatically.

  • Before applying the Kyvos upgrade ensure that the Service account attached to the Kyvos Manager node has Cloudfunctions.functions.update permission required for updating Functions.

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  1. On the Kyvos Manager, click Update Kyvos Version > Upgrade.

  2. The Kyvos Upgrade page is displayed with the details of the current Kyvos bundle and the Kyvos option is selected for the Upgrade field.

  3. Click the Select Bundle link to choose the Kyvos bundle from a list of compatible versions. Or, click the Upload New Bundle link to provide your bundle.

  4. To view upgrade options, click the Show Upgrade Options link, and configure the following options as needed.

Parameter/Field

Description

Create cube data backup

Select this option to create a backup of the existing cube data in your Kyvos environment. This may slow down the deployment for taking the backup of cube data.

Create logs backup

Select this option to create a backup of the existing logs of your Kyvos environment

Backup Path

Shows the backup path. The backup path should be consistent across all the available systems. To edit the path, use the Modify Backup Path option from the use three-dots menu

Configuration

Use these options to preserve or override the existing configurations (cluster's property files or connections).

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix.

Template

Use these options to preserve or override the existing templates in your Kyvos environment.

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix

Repository Data

Use these options to preserve or override the existing Repository Data in your Kyvos environment.

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix

License

Use these options to preserve or override the existing Kyvos license.

  • Keep existing: Preserve the old configuration from the old state. The new configuration will be renamed with _setup as a suffix.

  • Replace: Generates new configuration. The old configuration will be copied with _backup as a suffix

  1. Click the Upgrade Now button on the top-right of the page.

  2. On the displayed confirmation message box, select the Start Kyvos Service checkbox to start the service automatically after the upgrade.

  3. Enter your Kyvos Manager Password to confirm upgrade deployment.

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Important

  • You need to manually restore the files uploaded from the Configuration Files page (if any), after upgrading Kyvos.

  • Before the upgrade, a backup will be created and saved at /data/hdisk1/app/ location automatically.

Post-upgrade steps

Post upgrade steps for upgrading to 2023.2 from 2023.1.x

Deploying Zookeeper

If you have upgraded to Kyvos 2023.2, you must redeploy the Zookeeper using the Zookeeper configuration page in Kyvos Manager to switch to the latest version of Zookeeper.  This is necessary for cloud deployments (AWS, GCP, and Azure) and on-prem deployments to remove the previous version of Zookeeper.

To upgrade to the latest version, switching to managed Zookeeper is mandatory.

If you are upgrading both Kyvos Manager and Kyvos using either the single click upgrade or the All components upgrade, you must redeploy Zookeeper after upgrading Kyvos Manager.

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You must restart  Kyvos services once the redeployment of Zookeeper has been completed.

Upgrade Graviton JRE for AWS cluster 

To upgrade Kyvos, perform the following post-upgrade steps. 

  1. Navigate to the following Kyvos path: 
    /data/kyvos/installs/kyvosmanager_war/kyvosmanagerdata/server/repo

  2. Execute the following command to download JRE 8.372.07.1 
    curl -o manual_node_creation_graviton_prereq.tar.gz https://s3.amazonaws.com/us-east-1.kyvos/2023.2/latest/prereq/manual_node_creation_graviton_prereq.tar.gz

  3. Untar the  Kyvos2023.2_Build000x_ux64.tar.gz  tar file at the above location. The  kyvos  folder is extracted. 

  4. Navigate to the  kyvos  folder and delete the existing  jre  folder, and copy the downloaded JRE (refer to step 2). 

  5. Rename the  Kyvos2023.2_Build000x_ux64.tar.gz  tar file to  Kyvos2023.2_Build000x_ux64_old.tar.gz

  6. Create a new tar in the  kyvos  folder by executing the following command: 
    tar -cvzf Kyvos2023.2_Build000x_ux64.tar.gz kyvos/

  7. Go to Kyvos Manager, navigate to the Upgrade page, and then upgrade Kyvos.

Post upgrade IAM policies to use resource scaling

Case 1
To upgrade from Kyvos 2023.1.1 to Kyvos 2023.5, perform the following steps.

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  1. To increase or decrease BI Server or Query Engine nodes, following permissions need to be added in IAM roles:

    Code Block
    {
    "Sid": "LaunchTemplateAndTerminateInstances",
    "Effect": "Allow",
    "Action": [
    "ec2:GetLaunchTemplateData",
    "ec2:TerminateInstances" ],
    "Resource": "*",
    "Condition": {
    "StringEqualsIgnoreCase": {
    "ec2:ResourceTag/UsedBy": "Kyvos"
    }
    }
    },
    {
    "Sid": "CreateLaunchTemplate",
    "Effect": "Allow",
    "Action": [
    "ec2:RunInstances",
    "ec2:CreateLaunchTemplate",
    "ec2:DeleteLaunchTemplate"
    ],
    "Resource": "*"
    }
  2. The ‘CreateTags’ permission needs to be removed. Hence, to create a separate policy for creating tags. Replace the following existing policy.

    Code Block
    {
    "Condition":
    { "StringEqualsIgnoreCase":
    { "ec2:ResourceTag/UsedBy": "Kyvos" } },
     "Action": [ "ec2:DeleteTags", "ec2:CreateTags",
    "ec2:DescribeInstanceStatus" ],
    "Resource": "*",
    "Effect": "Allow",
    "Sid": "Ec2tagsPermissionKM" }, 
  3. After replacing the policy mentioned in Step-2, update the following policy.

    Code Block
    {
    "Sid": "Ec2tagsPermissionKM",
    "Effect": "Allow",
    "Action": [
    "ec2:DeleteTags",
    "ec2:DescribeInstanceStatus"
    ],
    "Resource": "*",
    "Condition": {
    "StringEqualsIgnoreCase": {
    "ec2:ResourceTag/UsedBy": "Kyvos"
    }
    }
    },
    {
    "Sid": "Ec2tagsPermissionKM2",
    "Effect": "Allow",
    "Action": [
    "ec2:CreateTags"
    ],
    "Resource": "*"
    }
  4. Add a tag on all Query Engine and BI Server as cloudformation:stack-name and its value must be the stack name you provide.

  5. Remove the following existing policy for a condition.

    Code Block
     {
                      "Sid": "Ec2StartStopKyvos",
                      "Effect": "Allow",
                      "Action": [
                        "ec2:StopInstances",
                        "ec2:StartInstances",
                        "ec2:DescribeInstanceStatus"
                      ],
                      "Resource": "*",
                    "Condition": {
                        "StringEqualsIgnoreCase": {
                          "ec2:ResourceTag/aws:cloudformation:stack-name": {
                            "Fn::Sub": "${AWS::StackName}"
                          }
                        }
                      }
                    },
  6. After removing the policy mentioned in step-5 (as mentioned above) for a condition, update the following policy.

    Code Block
    {
                      "Sid": "Ec2StartStopKyvos",
                      "Effect": "Allow",
                      "Action": [
                        "ec2:StopInstances",
                        "ec2:StartInstances",
                        "ec2:DescribeInstanceStatus"
                      ],
                      "Resource": "*",
                      "Condition": {
                        "StringEqualsIgnoreCase": {
                          "ec2:ResourceTag/cloudformation:stack-name": {
                            "Fn::Sub": "${AWS::StackName}"
                          }
                        }
                      }
                    },
    

Kyvos rollback

You can roll back patches or upgrade deployments to previously installed versions through the Kyvos Manager portal. 

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Important

  • From Kyvos 2023.2 onwards, for AWS, the restoration process for the external repository RDS has been automated, eliminating the need for manual intervention.

  • From Kyvos 2023.2 onwards, for AWS, if Kyvos is using an external repository RDS as its repository, before initiating a Kyvos rollback, ensure that the 'UsedBy' tag with a value of 'Kyvos' is added to the RDS subnet/security group used for creating the database instance, if it has not already been added.

  • In case of a Rollback, the previous state of Kyvos is restored. In case you made any entity-specific modifications like changes to the semantic model design, registered files, users, etc., Kyvos recommends the designers/Admins create a cab as a backup before rollback and import the cab file to the rolled-back version.

  • Process operations cannot be persisted.

  • From Kyvos 2023.1 release onwards, if you roll back to a Kyvos Manager process that supports Derby as its repository, any operations, such as audits, events, or other activities (like users add, import, delete, and update) performed using Kyvos Manager build 2023.1 and onwards will NOT be available when you rollback to a Kyvos Manager release previous to 2023.1.

  • The rollback operation will take some time to initiate.

  • If you roll back the 2023.2 Kyvos Manager build to a version prior to 2023.2, a warning message will display, indicating that the spark distribution update has failed. The spark distribution bundle is only available in the Kyvos 2023.2 release and cannot be accessed in any previous versions.

  • Kyvos rollback to earlier releases not supporting Flexible server:

    • Post Kyvos rollback, configure the single server in Kyvos through the switch repository of Kyvos Manager. The application automatically handles the single server being configured. It must have the same compatible state of the database with the Kyvos release to which rollback is performed.

    • A change in the user name will be required while configuring a single server in the system as it requires appending the server name to the username.

...

  1. Create a manual backup of your existing cluster using the steps explained in the Upgrading Kyvos Manager and Kyvos section.

  2. On the navigation pane, click Application Update > Rollback.
    The Rollback page is displayed. 

  3. Click the Select rollback state link. From the displayed dialog box, choose the state to which you want to roll back. You can use the search box to Search for a specific version, or view Operation Details using the corresponding link.

  4. The Backup Path path shows the path used for creating/restoring a backup of Kyvos states in case of Deploy Upgrade and Deploy Patch/Rollback operations. The backup path should be consistent across all the available systems. You can edit this path using the Modify Backup Path option from the three-dots menu. A ny backup created prior to changing the path remains unaffected and will continue to be available at the same location.
    Click the Rollback Now button from the top-right of the page.

  5. On the displayed confirmation message box, select the Start Kyvos Service checkbox to start the service automatically after rollback.

  6. Enter your Kyvos Manager Password to confirm the rollback. Kyvos takes you to the  Operations page  followed by the  Rollback Logs  details page.

...

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Info

  • After you have performed the Kyvos rollback operation, downgrade the Kyvos Manager to a compatible version of Kyvos.

  • Before starting the compatible version of Kyvos Manager, ensure that the Kyvos Manager repo folder specific to that version is being pointed.
    For example, if you performed roll back from Kyvos Manager version 2022.1 (using repo folder) to version 2021.3 (which was renamed as repo_2021.3 at the time of upgrade), then you must ensure that the report folder from the 2021.3 version is being used.

Deleting Kyvos upgrade and patch bundles 

From Kyvos 2023.3 onwards, during Kyvos upgrade and patch processes, the oldest backup bundle will be deleted automatically to retain the newest bundles within the specified limit. Suppose you choose to preserve 6 bundles out of 10 available. In this case, only the 6 most recent bundles will be saved, and the remaining 4 bundles will be deleted. The oldest of these 4 bundles, based on the date they were created, will be deleted first.

To delete a previous state of rollback, use the Manage Backup Bundles option from the three-dots menu.

...

In the Preserve Backup Bundles list, set the count to retain the bundles. 

Points to know

  • If the number of bundles present exceeds the preserved count, the remaining bundle will be automatically selected, indicating that it will be deleted.

  • If the number of bundles equals the retention count, no bundles will be deleted.

  • Bundles can only be deleted by changing the preserve count. Selecting them for deletion is disabled and unsupported. 

  • If the latest backup bundle is a Patch, then the most recent Kyvos bundle will also be preserved.

  • The backup bundles which are created for failed Kyvos upgrade or failed Patch operations will also be there in the list to delete.

Restoring to Derby State of Kyvos Manager or Kyvos

You can restore the Derby-compatible version of Kyvos, or the Kyvos Manager process that is prior to Kyvos 2023.1. 

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Info

If you restore a previous version of Kyvos Manager or Kyvos, any data that was added or performed in Kyvos Manager after switching to Postgres (starting with Kyvos 2023.1) - such as audits, operations, users, and alerts - will be lost.


You must perform the following manual steps to perform a Kyvos, or Kyvos Manager process rollback: 

  1. Change the JDBC URL in the jdbc.properties to a Derby-specific URL. To do this, you must rename the existing jdbc.properties (using Postgres as a repository) to the jdbc.properties.postgres and then rename the existing jdbc.properties.derby to jdbc. properties.
    NOTE: The files are located at:  kyvosmanagerdata/server/db/

  2. In addition, if the bundled Postgres is used as the Kyvos Manager repository, it is necessary to move the Postgres folder inside Kyvos on each node of the cluster from its current location parallel to Kyvos.

  3. To switch back to the old Derby-compatible version of Kyvos Manager, first stop the current Postgres, which is supported as the Kyvos Manager process repository.

  4. If a Kyvos rollback is also required, then perform it using the Derby-compatible Kyvos Manager only. Also, ensure that you perform Step 3.

Deploy Patch

To deploy a patch on an existing Kyvos version, perform the following steps.

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