Before upgrading your OpenMetadata version we strongly recommend backing up the metadata.
The source of truth is stored in the underlying database (MySQL and Postgres supported). During each version upgrade there
is a database migration process that needs to run. It will directly attack your database and update the shape of the
data to the newest OpenMetadata release.
It is important that we backup the data because if we face any unexpected issues during the upgrade process,
you will be able to get back to the previous version without any loss.
{% note %}
You can learn more about how the migration process works [here](/deployment/upgrade/how-does-it-work).
{% /note %}
- To run the backup and restore commands, please make sure that you are always in the latest `openmetadata-ingestion` version to have all the improvements shipped in the CLI.
- Also, make sure you have connectivity between your database (MySQL / PostgreSQL) and the host machine where you will be running the below commands.
**1. Create a Virtual Environment and Install the Backup CLI**
Before running the migrations, it is important to update these parameters to ensure there are no runtime errors.
A safe value would be setting them to 20MB.
**If using MySQL**
You can update it via SQL (note that it will reset after the server restarts):
```sql
SET GLOBAL sort_buffer_size = 20971520
```
To make the configuration persistent, you'd need to navigate to your MySQL Server install directory and update the
`my.ini` or `my.cnf` [files](https://dev.mysql.com/doc/refman/8.0/en/option-files.html) with `sort_buffer_size = 20971520`.
If using RDS, you will need to update your instance's [Parameter Group](https://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/USER_WorkingWithParamGroups.html)
to include the above change.
**If using Postgres**
You can update it via SQL (not that it will reset after the server restarts):
```sql
SET work_mem = '20MB';
```
To make the configuration persistent, you'll need to update the `postgresql.conf` [file](https://www.postgresql.org/docs/9.3/config-setting.html)
with `work_mem = 20MB`.
If using RDS, you will need to update your instance's [Parameter Group](https://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/USER_WorkingWithParamGroups.html)
to include the above change.
Note that this value would depend on the size of your `query_entity` table. If you still see `Out of Sort Memory Error`s
during the migration after bumping this value, you can increase them further.
After the migration is finished, you can revert this changes.
This change removes the traditional way of providing **Custom URL** logos configurations as part of OpenMetadata Configurations
file and migrate this to be driven and configured right from UI from `Settings` > `OpenMetadata` > `Custom Logo`.
The same applies to the **Login Configuration**, which can now be configured under `Settings` > `OpenMetadata` > `Login Configuration`.
Note that these environment variables will now have no effect. If you are deploying on Bare Metal, make sure to use the latest `openmetadata.yaml` file.
### OpenMetadata Helm Chart Dependencies Migrate from ElasticSearch to OpenSearch Charts
As part of `1.2.1`, we migrated the base dependencies for OpenMetadata Helm Chart to use OpenSearch version `2.7` instead of ElasticSearch `8.X`. This is a reactive change done as community driven [ElasticSearch Helm Chart](https://github.com/elastic/helm-charts) project has been deprecated in the favor of Elastic Stack Operator which cannot be added as an helm chart dependency.
For new users, this is an unnoticeable change who will be installing the OpenMetadata dependencies using quickstart guides.
For existing users, who have their proof-of-concept environments using the OpenMetadata Dependencies and are looking to upgrade to newer helm release -
- The default OpenMetadata helm values for `openmetadata.config.elasticsearch.*` has been updated to connect to OpenSearch from OpenMetadata Dependencies Helm Chart. Please refer to the [helm values](/deployment/kubernetes/helm-values) and update your custom installation accordingly.
- Post upgrade, you will need to follow the steps here to [rebuild and reindex your search indexing](/deployment/upgrade#reindex).
With 1.2.X, the environment variable `DB_USE_SSL` is deprecated in favour of `DB_PARAMS`.
For Bare Metal and Docker Deployment, Add / Update the variable `DB_PARAMS` to `allowPublicKeyRetrieval=true&useSSL=true&serverTimezone=UTC` to enable ssl security to connect to database.
For Kubernetes Deployment, `openmetadata.config.database.dbParams` is available to pass the above values as helm values.
In 1.2.0 we have reorganized the internals of our Workflow handling to centralize status & exception management. This
will simplify how you need to take care of status and exceptions on your Custom Connectors code, while helping developers
to make decisions on those errors that need to be shared in the Workflow.
{% note %}
If you want to take a look at an updated Custom Connector and its changes, you can review the demo [PR](https://github.com/open-metadata/openmetadata-demo/pull/34/files).
{% /note %}
Let's list the changes down:
1. You don't need to handle the `SourceStatus` anymore. The new basic Workflow class will take care of things for you. Therefore, this import
`from metadata.ingestion.api.source import SourceStatus` is deprecated.
2. The `Source` class is now imported from `from metadata.ingestion.api.steps import Source` (instead of `from metadata.ingestion.api.source import Source`)
3. We are now initializing the `OpenMetadata` object at the Workflow level (to share it better in each step). Therefore,
the source `__init__` method signature is now `def __init__(self, config: WorkflowSource, metadata: OpenMetadata):`. Make sure to store the `self.metadata` object
during the `__init__` and don't forget to call `super().__init__()`.
4. We are updating how the status & exception management happens in the connectors. Now each `yield` result is wrapped by
an `Either` (imported from `from metadata.ingestion.api.models import Either`). Your correct data will be `yield`ed in a `right`, while
the errors are tracked in a `left`. Read more about the Workflow management [here](https://github.com/open-metadata/OpenMetadata/blob/main/ingestion/src/metadata/workflow/README.md).
