1. Requirements and setup

• You have a global role with the System Administration global permission, for example Sysadmin.
• Install the latest version of the Collibra Command Line Interface (CLI).
• Install Collibra Data Governance Center version 5.7 in a development environment.
• In your development environment, restore a backup from your current production environment.

2. Verify and update your workflow definitions

• In Collibra CLI, run collibra-set to connect it to your development environment.
• In Collibra CLI, run workflow-analyze to generate a report that highlights potential upgrade issues* with your workflow definitions.
• Check the generated report and follow the suggestions to update your workflows accordingly.
• Use Collibra CLI to test the workflows until the report is clean.

3. Migrate the workflows to your production environment

• Deploy the workflows in your production environment.
• In Collibra CLI, run collibra-set to connect it to your production environment.
• In Collibra CLI, run workflow-instance-analyze to generate a report that highlights potential upgrade issues* with your running workflow instances.
• Check the generated report to identify the workflow, current task, the impacted resource (if any) and the assigned user.
• Contact each user to complete their task and let the workflows terminate.

4. Before the upgrade

• In Collibra CLI, run workflow-instance-analyze just before the upgrade.
• In Collibra CLI, run workflow-instance-cancel to cancel all incompatible running workflow instances and prevent them from being migrated to the next generation platform.

Canceling a running workflow instance is irreversible and you should use this function only if it is impossible to complete the remaining open tasks.