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Upgrade Master Data Services

There are four scenarios for upgrading to Microsoft SQL Server 2014 CTP2. Choose the scenario that fits your situation.

Important note Important
  • Upgrading from the SQL Server 2014 CTP1 release to the CTP2 release is not supported.

  • Back up your database before performing any upgrade.

  • The upgrade process recreates stored procedures and upgrades tables used by Master Data Services. Any customizations you have made to either of these components may be lost.

  • Model deployment packages can be used only in the edition of SQL Server they were created in. You cannot deploy model deployment packages created in SQL Server 2008 R2/SQL Server 2012 to SQL Server 2014.

  • You can continue using the SQL Server 2012 SP1 version of Master Data Services Add-In for Excel after upgrading Master Data Services and Data Quality Services to SQL Server 2014 CTP2. However, any earlier version of the Master Data Services Add-In for Excel will not work after upgrading to SQL Server 2014 CTP2. You can download the SQL Server 2012 SP1 version of Master Data Services Add-In for Excel from here.

This scenario can be considered a side-by-side installation, because both SQL Server 2008 R2/SQL Server 2012 and SQL Server 2014 are installed in parallel, on either the same computer or separate computers.

In this scenario you continue to use SQL Server 2008 R2 or SQL Server 2012 to host your MDS database. However, you must upgrade the schema of the MDS database, and then create a SQL Server 2014 web application to access the MDS database. The MDS database can no longer be accessed by the SQL Server 2008 R2 or SQL Server 2012 web application.

If you choose to install SQL Server 2014 and an earlier version of SQL Server (SQL Server 2008 R2/SQL Server 2012) on the same computer, you can do so because the files are installed in a different location.

  • In SQL Server 2014, by default, the files are installed at drive:\Program Files\Microsoft SQL Server\120\Master Data Services.

  • In SQL Server 2012, by default, the files are installed at drive:\Program Files\Microsoft SQL Server\110\Master Data Services.

  • In SQL Server 2008 R2, by default, the files are installed at drive:\Program Files\Microsoft SQL Server\Master Data Services.

To perform this task, complete the following steps.

  1. Install Master Data Services and any other features you want.

    1. Open the SQL Server 2014 Setup wizard.

    2. In the left pane, click Installation.

    3. In the right pane, click New SQL Server stand-alone installation or add features to an existing installation.

    4. On the Feature Selection page, select Master Data Services and any other features you want to install.

    5. Complete the wizard.

  2. When the installation is complete, upgrade the MDS database schema.

    1. Open the SQL Server 2014 version of Master Data Services Configuration Manager.

      Important note Important

      To upgrade the MDS database schema, you must be logged in as the Administrator Account that was specified when the MDS database was created. In the MDS database, in mdm.tblUser, this user has the ID value of 1. For information on changing this user, see Change the System Administrator Account (Master Data Services).

    2. In the left pane, click Database Configuration.

    3. In the right pane, click Select Database and specify the information for your SQL Server 2008 R2 or SQL Server 2012 database instance.

    4. Click Upgrade Database to start the Upgrade Database Wizard. For more information, see Upgrade Database Wizard (Master Data Services Configuration Manager).

  3. When the upgrade is complete, create a SQL Server 2014 web application.

    1. Open the SQL Server 2014 version of Master Data Services Configuration Manager.

    2. In the left pane, click Web Configuration.

    3. In the right pane, from the Website list, select one of the following options:

      • Default Web Site, then click Create Application.

      • Create new site. A new web application is automatically created when the website is created.

      Important note Important

      Your existing MDS web application from an earlier version of SQL Server (SQL Server 2008 R2 or SQL Server 2012) is available for selection in the SQL Server 2014 version of Master Data Services Configuration Manager. You must not select the existing web application, and instead must create a SQL Server 2014 web application for MDS. Otherwise, you will receive an error when you try to associate the web application with the upgraded MDS database stating that the requested page cannot be accessed because the related configuration data for the page is invalid.

      If you want to use the same name (alias) for MDS web application as your existing (SQL Server 2008 R2 or SQL Server 2012) web application, you must first delete the web application and the associated application pool from IIS, and then create a web application with the same name using SQL Server 2014 version of Master Data Services Configuration Manager. For information about removing web application and application pools from IIS, see Remove an Application (IIS) and Remove an Application Pool (IIS).

  4. Now associate the new web application with the upgraded MDS database.

    1. In the Associate Application with Database section, click Select.

    2. Select the MDS database.

    3. Click Apply.

In this scenario you will upgrade both the database engine and Master Data Services application from SQL Server 2008 R2 or SQL Server 2012 to SQL Server 2014.

To perform this task, complete the following steps.

  1. For SQL Server 2008 R2 only: Open Control Panel > Programs and Features and uninstall Microsoft SQL Server 2008 R2 Master Data Services.

  2. Upgrade the database engine to SQL Server 2014.

    1. Open the SQL Server 2014 Setup wizard.

    2. In the left pane, click Installation.

    3. In the right pane, click Upgrade from SQL Server 2005, SQL Server 2008, SQL Server 2008 R2 or SQL Server 2012.

    4. Complete the wizard.

  3. For SQL Server 2008 R2 only: When the upgrade is complete, add the Master Data Services feature.

    1. Open the SQL Server 2014 Setup wizard.

    2. In the left pane, click Installation.

    3. In the right pane, click New SQL Server stand-alone installation or add features to an existing installation.

    4. On the Installation Type page of the wizard, select the Add features to an existing instance option, and choose the instance where MDS database is installed.

    5. On the Feature Selection page, under Shared Features, select Master Data Services.

    6. Complete the wizard.

  4. Upgrade the MDS database schema.

    1. Open the SQL Server 2014 version of Master Data Services Configuration Manager.

      Important note Important

      To upgrade the MDS database schema, you must be logged in as the Administrator Account that was specified when the MDS database was created. In the MDS database, in mdm.tblUser, this user has the ID value of 1. For information on changing this user, see Change the System Administrator Account (Master Data Services).

    2. In the left pane, click Database Configuration.

    3. In the right pane, click Select Database and specify the information for your database instance.

    4. Click Upgrade Database to start the Upgrade Database Wizard. For more information, see Upgrade Database Wizard (Master Data Services Configuration Manager).

    5. Click Apply.

  5. When the upgrade is complete, create a SQL Server 2014 web application.

    1. Open the SQL Server 2014 version of Master Data Services Configuration Manager.

    2. In the left pane, click Web Configuration.

    3. In the right pane, from the Website list, select one of the following options:

      • Default Web Site, then click Create Application.

      • Create new site. A new web application is automatically created when the website is created.

      Important note Important

      Your existing MDS web application from an earlier version of SQL Server (SQL Server 2008 R2 or SQL Server 2012) is available for selection in the SQL Server 2014 version of Master Data Services Configuration Manager. You must not select the existing web application, and instead must create a SQL Server 2014 web application for MDS. Otherwise, you will receive an error when you try to associate the web application with the upgraded MDS database stating that the requested page cannot be accessed because the related configuration data for the page is invalid.

      If you want to use the same name (alias) for MDS web application as your existing (SQL Server 2008 R2 or SQL Server 2012) web application, you must first delete the web application and the associated application pool from IIS, and then create a web application with the same name using SQL Server 2014 version of Master Data Services Configuration Manager. For information about removing web application and application pools from IIS, see Remove an Application (IIS) and Remove an Application Pool (IIS).

  6. Now associate the new web application with the upgraded MDS database.

    1. In the Associate Application with Database section, click Select.

    2. Select the MDS database.

    3. Click Apply.

This scenario involves upgrading a system in which SQL Server is installed on two computers: one with SQL Server 2014, and the other with SQL Server 2008 R2 or SQL Server 2012.

If SQL Server 2008 R2 or SQL Server 2012 is installed, you continue to use SQL Server 2008 R2 or SQL Server 2012 respectively to host your MDS database on one computer. However, you must upgrade the schema of the MDS database, and then use the SQL Server 2014 web application to access the MDS database. The MDS database can no longer be accessed by the SQL Server 2008 R2 or SQL Server 2012 web application.

  • In SQL Server 2014, by default, the files are installed at drive:\Program Files\Microsoft SQL Server\120\Master Data Services.

  • In SQL Server 2012, by default, the files are installed at drive:\Program Files\Microsoft SQL Server\110\Master Data Services.

  • In SQL Server 2008 R2, by default, the files are installed at drive:\Program Files\Microsoft SQL Server\Master Data Services.

To perform this task, complete the following steps.

  1. Install Master Data Services and any other features you want.

    1. Open the SQL Server 2014 Setup wizard.

    2. In the left pane, click Installation.

    3. In the right pane, click New SQL Server stand-alone installation or add features to an existing installation.

    4. On the Feature Selection page, select Master Data Services and any other features you want to install.

    5. Complete the wizard.

  2. When the installation is complete, upgrade the MDS database schema.

    1. Open the SQL Server 2014 version of Master Data Services Configuration Manager.

      Important note Important

      To upgrade the MDS database schema, you must be logged in as the Administrator Account that was specified when the MDS database was created. In the MDS database, in mdm.tblUser, this user has the ID value of 1. For information on changing this user, see Change the System Administrator Account (Master Data Services).

    2. In the left pane, click Database Configuration.

    3. In the right pane, click Select Database and specify the information for your SQL Server 2008 R2 or SQL Server 2012 database instance on the other computer, if SQL Server 2008 R2 or SQL Server 2012 is installed on the other computer.

    4. Click Upgrade Database to start the Upgrade Database Wizard. For more information, see Upgrade Database Wizard (Master Data Services Configuration Manager).

  3. When the upgrade is complete, create a SQL Server 2014 web application.

    1. Open the SQL Server 2014 version of Master Data Services Configuration Manager.

    2. In the left pane, click Web Configuration.

    3. In the right pane, from the Website list, select one of the following options:

      • Default Web Site, then click Create Application.

      • Create new site. A new web application is automatically created when the website is created.

      Important note Important

      Your existing MDS web application from an earlier version of SQL Server (SQL Server 2008 R2 or SQL Server 2012) is available for selection in the SQL Server 2014 version of Master Data Services Configuration Manager. You must not select the existing web application, and instead must create a SQL Server 2014 web application for MDS. Otherwise, you will receive an error when you try to associate the web application with the upgraded MDS database stating that the requested page cannot be accessed because the related configuration data for the page is invalid.

      If you want to use the same name (alias) for MDS web application as your existing (SQL Server 2008 R2 or SQL Server 2012) web application, you must first delete the web application and the associated application pool from IIS, and then create a web application with the same name using SQL Server 2014 version of Master Data Services Configuration Manager. For information about removing web application and application pools from IIS, see Remove an Application (IIS) and Remove an Application Pool (IIS).

  4. Now associate the web application with the upgraded MDS database.

    1. In the Associate Application with Database section, click Select.

    2. Select the MDS database.

    3. Click Apply.

In this scenario, SQL Server 2014 is installed along with SQL Server 2008 R2 or SQL Server 2012 on the same computer or two different computers. Also, a database was backed up on a version earlier than the SQL Server 2014 CTP2 release, prior to upgrade, and the database has to be restored.

  • In SQL Server 2014, by default, the files are installed at drive:\Program Files\Microsoft SQL Server\120\Master Data Services.

  • In SQL Server 2012, by default, the files are installed at drive:\Program Files\Microsoft SQL Server\110\Master Data Services.

  • In SQL Server 2008 R2, by default, the files are installed at drive:\Program Files\Microsoft SQL Server\Master Data Services.

To perform this task, complete the following steps.

  1. Install Master Data Services and any other features you want.

    1. Open the SQL Server 2014 Setup wizard.

    2. In the left pane, click Installation.

    3. In the right pane, click New SQL Server stand-alone installation or add features to an existing installation.

    4. On the Feature Selection page, select Master Data Services and any other features you want to install.

    5. Complete the wizard.

  2. Restore the database that was backed up.

  3. When the installation is complete, upgrade the MDS database schema.

    1. Open the SQL Server 2014 version of Master Data Services Configuration Manager.

      Important note Important

      To upgrade the MDS database schema, you must be logged in as the Administrator Account that was specified when the MDS database was created. In the MDS database, in mdm.tblUser, this user has the ID value of 1. For information on changing this user, see Change the System Administrator Account (Master Data Services).

    2. In the left pane, click Database Configuration.

    3. In the right pane, click Select Database and specify the information for your SQL Server 2008 R2 or SQL Server 2012 database instance.

    4. Click Upgrade Database to start the Upgrade Database Wizard. For more information, see Upgrade Database Wizard (Master Data Services Configuration Manager).

  4. When the upgrade is complete, create a SQL Server 2014 web application.

    1. Open the SQL Server 2014 version of Master Data Services Configuration Manager.

    2. In the left pane, click Web Configuration.

    3. In the right pane, from the Website list, select one of the following options:

      • Default Web Site, then click Create Application.

      • Create new site. A new web application is automatically created when the website is created.

      Important note Important

      Your existing MDS web application from an earlier version of SQL Server (SQL Server 2008 R2 or SQL Server 2012) is available for selection in the SQL Server 2014 version of Master Data Services Configuration Manager. You must not select the existing web application, and instead must create a SQL Server 2014 web application for MDS. Otherwise, you will receive an error when you try to associate the web application with the upgraded MDS database stating that the requested page cannot be accessed because the related configuration data for the page is invalid.

      If you want to use the same name (alias) for MDS web application as your existing (SQL Server 2008 R2 or SQL Server 2012) web application, you must first delete the web application and the associated application pool from IIS, and then create a web application with the same name using SQL Server 2014 version of Master Data Services Configuration Manager. For information about removing web application and application pools from IIS, see Remove an Application (IIS) and Remove an Application Pool (IIS).

  5. Now associate the new web application with the upgraded MDS database.

    1. In the Associate Application with Database section, click Select.

    2. Select the MDS database.

    3. Click Apply.

Issue: When you open the SQL Server 2008 R2 or SQL Server 2012 Master Data Manager web application, a “client version is not compatible with the database version” error message is displayed.

Solution: This issue occurs when a SQL Server 2008 R2 or SQL Server 2012 Master Data Manager web application tries to access a database that has been upgraded to SQL Server 2014 Master Data Services. You must use a SQL Server 2014 web application instead.

This issue may also occur if you did not stop and restart the MDS Application Pool in IIS when upgrading the MDS database schema. Restart the MDS Application Pool to correct the issue.

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