diff --git a/docs/dataclassification/5.7/dashboards.md b/docs/dataclassification/5.7/dashboards.md index ae74a18879..93e33e84c6 100644 --- a/docs/dataclassification/5.7/dashboards.md +++ b/docs/dataclassification/5.7/dashboards.md @@ -12,8 +12,9 @@ The Dashboard administration area provides a selection of tools to review applic The default screen shows a high-level overview of Netwrix Data Classification statistics, displaying the last active times of each service (with inactive services shown in red). Select the "i" icon -next to each date to view the name of the active server as well as batch processing statistics. You -will also view the processing throughput. +next to each date to view the name of the active server as well as batch processing statistics. +If you have Distributed Query Server enabled, any instances that are missing their encryption key +will also be displayed. You will also view the processing throughput. The following statistics are available for each thread type: diff --git a/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/dqsmode.md b/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/dqsmode.md index 7a4f11bb91..8733ba5c6b 100644 --- a/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/dqsmode.md +++ b/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/dqsmode.md @@ -1,88 +1,82 @@ --- title: "NDC Server Cluster" -description: "Configuring NDC Servers Cluster and Load Balancing with DQS Mode" +description: "Configuring an NDC Server Cluster and Load Balancing with DQS Mode" sidebar_position: 10 --- -# Configuring NDC Servers Cluster and Load Balancing with DQS Mode +# Configuring an NDC Server Cluster and Load Balancing with DQS Mode -The Distributed Query Server (DQS) mode allows you to balance the load between multiple Netwrix Data -Classification Servers (NDC Servers) while data collection, indexing and classification. This -approach is strongly recommended if you need to process large data volumes, for example: +The Distributed Query Server (DQS) mode allows you to balance the processing load of data collection, +indexing and classification over multiple Netwrix Data Classification Servers (NDC Servers) with a single shared database. +This approach is strongly recommended if you need to process large data volumes, for example: -- File Servers—Up to 64 m objects per cluster of 4 servers. -- SharePoint—Up to 32 m objects per cluster of 4 servers. +- File Servers — recommended if processing over 16m objects, +supports up to 64 m objects per cluster of 4 servers. +- SharePoint — Recommended if processing over 8m objects, +supports up to 32 m objects per cluster of 4 servers. -To apply Distributed Query Server mode, you need to arrange your NDC Servers in a 'cluster' for load -distribution, as described below. Each clustered NDC Server will store its own set of .CSE files — -that is, **NDC Index** will be a distributed index. To assemble and combine data required for the +To make use of Distributed Query Server mode, you need to arrange your NDC Servers in a 'cluster' for load +distribution as described below. Each clustered NDC Server will store its own set of .CSE index files, +thus distributing the index over the clustered servers. To assemble and combine data required for the search results, each NDC Server will automatically communicate with the other clustered servers. :::note All NDC Servers in the cluster will share a single NDC SQL database. ::: +This functionality is implemented through the _Query Server_ functionality of NDC Server. -This functionality is implemented through the _QueryServer_ application installed together with NDC -Server. +## Configuring DQS Mode -## Applying DQS Mode +DQS mode is configured via the administrative web console and, from version 5.7.10 onwards, the installer. -DQS mode can be configured via the administrative web console. +### Preparation -If you want to implement DQS configuration for your NDC deployment, consider the following: +- This action cannot easily be undone so, before applying the DQS mode, take a full backup of your + NDC deployment. Also, read the DQS documentation sections thoroughly before you start. +- Make sure all servers you plan to add to the DQS cluster have a network connection and are + visible to each other across the network. Adjust your firewall settings if necessary. -- This action cannot easily be undone, so before applying the DQS mode, take a full backup of your - NDC deployment. Also, read the related documentation sections thoroughly before you start. -- Make sure all servers you plan to add to the DQS cluster have proper network connection and are - visible to each other across the network. Adjust firewall settings if necessary. -- Initially, all existing documents will be ‘allocated’ to the first server in the 'cluster' and - then re-distributed across all configured servers. +DQS mode can only be configured by a user whose account has the **Superuser** role. -To be able to configure the DQS mode, current account requires a **Superuser** role. + :::note + Once DQS mode is enabled, you cannot roll back your configuration. Netwrix + strongly recommends ensuring that you have taken a full backup of your environment prior to enabling DQS. + ::: -To arrange NDC Servers cluster and apply DQS mode +### Enabling DQS Mode (5.7.9 and earlier versions) 1. Install and configure the first Netwrix Data Classification Server as described in the [Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section. -2. Open administrative web console. -3. Navigate to Settings → Utilities → DQS. +2. Open the administrative web console. +3. Navigate to Settings → Config → Utilities → DQS. 4. Select Enable DQS. - - :::note - Once the DQS mode is enabled, you cannot roll back your configuration. Netwrix - strongly recommends to ensure that you have taken a full backup of your environment. If ready, - confirm the DOS enablement operation when prompted. - ::: - - -5. On the DQS tab, click Add to add servers you prepared, one by one. +5. On the DQS tab, click Add to open the DQS addition menu, and input the details for the first additional NDC server. ![dqs_mode_page_thumb_0_0](/images/dataclassification/5.7/requirements/dqs_mode_page_thumb_0_0.webp) - Complete the following fields: + Fill in the following fields: | Setting | Value | | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | - | Server | Provide the NDC Server name or IP address (name format is case-insensitive). | - | QS Path | Path to the solution component responsible for DQS mode, residing on the server being added. Filled in automatically; leave the default value. | - | Active | Select to enable clustering for the instance being added. | - | Alternate Server | Netwrix recommends using default values. | - | Alternate QS Path | Netwrix recommends using default values. | - -6. Click **Save** to close the dialog. -7. Prepare to install other Netwrix Data Classification Server instances, assuming each server - requires a dedicated machine. Make sure they meet the + | Server | The NDC Server name or IP address (name format is case-insensitive). | + | QS Path | The path to the solution component responsible for DQS mode, residing on the server being added. This is filled in automatically when filling in the server name; leave the default value. | | + | Alternate Server | Optional, Netwrix recommends using default values. | + | Alternate QS Path | Optional, Netwrix recommends using default values. | + +6. Click **Save** to close the dialog. Repeat steps 5 and 6 for each server you intend to add. +7. Prepare to install the other Netwrix Data Classification Server instances on their dedicated servers. To make best use of resources, each NDC server + requires a dedicated machine. Make sure each server meets the [Hardware Requirements](/docs/dataclassification/5.7/introduction/requirements/hardwarerequirements.md) and general [Software Requirements](/docs/dataclassification/5.7/introduction/requirements/softwarerequirements.md) 8. On each server, follow the installation steps as described in the - [Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section until SQL Database - configuration. + [Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section up to the SQL Database + configuration step. 9. On the SQL Database step, provide the name of the SQL Server instance that hosts NDC SQL database you configured for the first NDC Server. :::note -Ignore the confirmation dialog on the existing schema in the selected SQL database. +Ignore the confirmation dialog informing you of the existing schema in the selected SQL database. ::: @@ -92,14 +86,63 @@ Ignore the confirmation dialog on the existing schema in the selected SQL databa ![dqs_servers_list_thumb_0_0](/images/dataclassification/5.7/requirements/dqs_servers_list_thumb_0_0.webp) -12. If you were configuring the DQS mode for the existing NDC deployment, you will be prompted to - re-collect data from the data sources —in order to re-distribute the content index across all - NDC Servers in the cluster. +### Enabling DQS Mode (5.7.10 and later versions) -:::note -To force re-distribution when necessary, you can use the Re-Collect command available -after clicking **Run Cleaner** button on the **Settings > Core > Collector** tab. -::: +1. Install and configure the first Netwrix Data Classification Server as described in the + [Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section. +2. Open the administrative web console. +3. Navigate to Settings → Config → Utilities → DQS. +4. Select Enable DQS. +5. Prepare to install other Netwrix Data Classification Server instances. Make sure each NDC server meets the + [Hardware Requirements](/docs/dataclassification/5.7/introduction/requirements/hardwarerequirements.md) and general + [Software Requirements](/docs/dataclassification/5.7/introduction/requirements/softwarerequirements.md) +6. On each server, follow the installation steps as described in the + [Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section up to the SQL Database + configuration step. +7. On the SQL Database step, provide the details of the SQL Server instance that hosts the NDC SQL database + you configured for the first NDC Server. +8. When you click next, a message box should appear stating that an NDC configuration was detected and + that the new install will be added to the existing DQS environment - click OK. + + :::note + When upgrading an existing NDC instance the installer will attempt to resynchronise the DQS instances in the + background and, if successful, will skip the DQS Synchronisation step. You can then skip ahead to step 13. The DQS Synchronisation + step will only display for an upgrade if this process fails - this is not an issue, simply follow the steps below + to resynchronise the NDC instance with the primary NDC server. + ::: + +9. The Primary NDC Server Url field should have the server url of the primary NDC server (i.e. the first row in the DQS table) + automatically inserted. If it is not present or is incorrect, enter the address from the QS Path column of the first row of + the DQS table. Then click Connect to connect the installer to that server. +10. Once the installer has successfully connected to the primary NDC server, it will generate an authentication + code and display it in the Authentication Code field. Click Sync to open the NDC DQS settings page in a web browser. +11. On the web page, click on Register/Resync. This will open the authentication code entry tab - the authentication code generated by the installer + should be present in the input field. Click Submit to submit the authentication code. + + :::note + If the authentication code is not autofilled, click on the Authentication Code field in the installer to copy the + value to your clipboard, then paste it in the authentication code field in the NDC UI. + ::: + +12. The Register/Resync tab should now display an 8-digit verification code. Copy this, paste it into + the Verification Code field in the installer, then click Join. The NDC installer will then perform + the resynchronisation. +13. Complete the installation. +14. Repeat steps 6 - 13 for each other new NDC Server, then review the list of servers to make sure all new + servers have been successfully added. + +![dqs_servers_list_thumb_0_0](/images/dataclassification/5.7/requirements/dqs_servers_list_thumb_0_0.webp) + + +If you were configuring the DQS mode for an existing NDC deployment, you will be prompted to + re-collect data from the data sources in order to re-distribute the content index across all + NDC Servers in the cluster. This will result in all data sources being recollected, which may + take a significant amount of time. + + :::note + To force re-distribution when necessary, you can use the Re-Collect command available + after clicking **Run Cleaner** button on the **Settings > Core > Collector** tab. + ::: To review system health and check your configuration, use the product dashboards. diff --git a/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/ndcserverandclient.md b/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/ndcserverandclient.md index 34c3f1220f..2a21e8b42e 100644 --- a/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/ndcserverandclient.md +++ b/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/ndcserverandclient.md @@ -6,14 +6,15 @@ sidebar_position: 10 # NDC Server -Netwrix Data Classification **Server** can be deployed on a physical server or on a virtual machine -in the virtualized environment on VMware or Microsoft Hyper-V platform. +Netwrix Data Classification **Server** can be deployed on a physical server or on a virtual machine via software such as +VMware or the Microsoft Hyper-V platform. -When planning for NDC Server, consider a significant CPU load during data processing. Thus, -installing NDC Server on a highly-loaded production machine is not recommended. For more -information, refer to [Hardware Requirements](/docs/dataclassification/5.7/introduction/requirements/hardwarerequirements.md). +Installing NDC Server on a highly-loaded production machine is not recommended - NDC data +processing is highly resource intensive, and sharing resources with other programs and +processes will decrease the performance of both NDC and the other processes. For more information, +refer to [Hardware Requirements](/docs/dataclassification/5.7/introduction/requirements/hardwarerequirements.md). -**Web-based client** (management console) is always installed together with the NDC Server, so the +A **web-based client** (management console) is always installed together with the NDC Server, so the IIS server role must be enabled on the target machine. For more information, refer to [Software Requirements](/docs/dataclassification/5.7/introduction/requirements/softwarerequirements.md). @@ -24,12 +25,11 @@ machine image with pre-installed Netwrix Data Classification on Generalized Wind [Requirements to Deploy Virtual Appliance](/docs/dataclassification/5.7/introduction/virtualappliance/systemrequirements.md). ::: - Remember that for production environments, your NDC Server and database server must meet the -[Requirements to Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/requirements/overview.md). Virtual -appliance configuration is insufficient for production and is not recommended for that purpose. +[Requirements to Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/requirements/overview.md). The virtual appliance configuration is insufficient +for production and is not recommended for that purpose. -To balance the load while indexing and classifying data in the large-size and extra-large -environments (i.e. with over ≥ 16 mln objects to process), it is strongly recommended to deploy -several NDC Servers and configure **Distributed Query Server** mode for them. +To balance processing load while collecting indexing and classifying data in large-size and extra-large +environments (i.e. 16m+ objects to process), it is strongly recommended to deploy +multiple NDC Servers and configure **Distributed Query Server** mode for them. [See Configuring NDC Servers Cluster and Load Balancing with DQS Mode for more information.](/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/dqsmode.md) diff --git a/docs/dataclassification/5.7/introduction/initialconfiguration/healthalert.md b/docs/dataclassification/5.7/introduction/initialconfiguration/healthalert.md index a7090cd834..fffb04c277 100644 --- a/docs/dataclassification/5.7/introduction/initialconfiguration/healthalert.md +++ b/docs/dataclassification/5.7/introduction/initialconfiguration/healthalert.md @@ -6,7 +6,7 @@ sidebar_position: 50 # Configure Health Alerting -On this step, you will be prompted to email settings for health reporting and select immediate +On this step, you will be prompted to set email settings for health reporting and select immediate health alerts. ![initial_config_health](/images/dataclassification/5.7/install/initialconfiguration/initial_config_health.webp) @@ -16,6 +16,6 @@ Complete the following fields: | Setting | Description | | --------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Would you like to configure Health Reporting? | Select Setup now if you want to receive health alerts. You can do it later in the communication settings area. [See System Health for more information.](/docs/dataclassification/5.7/dashboards.md) | -| Who should the email be sent from? | Select a user registered in Netwrix Data Classificationadministrative web console in the field or go to the Specific recipients below and specify one or more email addresses outside your organization. | -| What sort of immediate alerts should be sent? | Select the appropriate alerting level: do not receive any alerts at all, receive errors only, or get both: emails for errors and warnings. [See System Health for more information.](/docs/dataclassification/5.7/dashboards.md) | -| Should a daily health summary be sent? | Select whether you want to receive daily summary on the product health. | +| Who should the email be sent from? | Select a user registered in Netwrix Data Classification administrative web console in the field or go to the Specific recipients below and specify one or more email addresses outside your organization. | +| What sort of immediate alerts should be sent? | Select the appropriate alert level for the emails you wish to receive: do not receive any alerts at all, only receive alerts for errors, or get emails for both errors and warnings. [See System Health for more information.](/docs/dataclassification/5.7/dashboards.md) | +| Should a daily health summary be sent? | Select whether you want to receive daily summary on the current health status of NDC. | diff --git a/docs/dataclassification/5.7/introduction/initialconfiguration/overview.md b/docs/dataclassification/5.7/introduction/initialconfiguration/overview.md index ee70446c8d..13b8252744 100644 --- a/docs/dataclassification/5.7/introduction/initialconfiguration/overview.md +++ b/docs/dataclassification/5.7/introduction/initialconfiguration/overview.md @@ -9,7 +9,7 @@ sidebar_position: 80 The Product Configuration Wizard allows you quickly configure basic Netwrix Data Classification settings such as processing mode, taxonomies, etc. -In your web browser, navigate to the following URL: http://hostname/conceptQS where hostname is the +In your web browser, navigate to the following URL: http://hostname/NDC where hostname is the name or IP address of the computer where Netwrix Data Classification is installed and perform initial configuration steps. diff --git a/docs/dataclassification/5.7/introduction/install/ndcsqldatabase.md b/docs/dataclassification/5.7/introduction/install/ndcsqldatabase.md index 2637b035ef..39df3b38fe 100644 --- a/docs/dataclassification/5.7/introduction/install/ndcsqldatabase.md +++ b/docs/dataclassification/5.7/introduction/install/ndcsqldatabase.md @@ -15,8 +15,8 @@ instructions on how to create a new database: [Create a Database](https://docs.microsoft.com/en-us/sql/relational-databases/databases/create-a-database). :::note -For performance purposes, Netwrix strongly recommends to separate NDC and SQL Server -machine. +For performance purposes, Netwrix strongly recommends to install NDC and the SQL Server hosting +the NDC database on separate servers. ::: @@ -47,5 +47,5 @@ role. :::note Netwrix recommends that you do not change the recovery model to avoid log files growth. - + ::: diff --git a/docs/dataclassification/5.7/introduction/install/overview.md b/docs/dataclassification/5.7/introduction/install/overview.md index a1ca0e4278..135ec39c59 100644 --- a/docs/dataclassification/5.7/introduction/install/overview.md +++ b/docs/dataclassification/5.7/introduction/install/overview.md @@ -7,23 +7,26 @@ sidebar_position: 40 # Install Netwrix Data Classification 1. Run Netwrix_Data_Classification.exe. -2. Review minimum system requirements and then read the License Agreement. Click Next. +2. Review the minimum system requirements, then read the License Agreement. Click Next. 3. Follow the instructions of the setup wizard. When prompted, accept the license agreement. -4. On the Product Settings step, specify path to install Netwrix Data Classification. For example, +4. On the Product Settings step, specify the path to install Netwrix Data Classification to. For example, _D:\Data\NDC\Index._ -5. On the Configuration step, specify the directory where Index files reside. For example, +5. On the Configuration step, specify the directory in which the Index files will be stored. For example, _C:\Program Files\NDC\Index_. -6. On the SQL Database step, provide SQL Server database connection details. +6. On the SQL Database step, provide the SQL Server database connection details. Complete the following fields: | Option | Description | | --------------------- | ------------------------------------------------------------------------------------------------------------------------ | - | Server Name | Provide the name of the SQL Server instance that hosts your NDC SQL database. For example, _"WORKSTATIONSQL\SQLSERVER"_. | - | Authentication Method | Select Windows or SQL Server authentication method. | + | Server Name | Provide the name of the SQL Server instance that hosts or will host your NDC SQL database. For example, _"WORKSTATIONSQL\SQLSERVER"_. | + | Authentication Method | Select either the Windows or SQL Server authentication method. | | Username | Specify the account name. | - | Password | Provide your password. | - | Database Name | Enter the name of the SQL Server database. Netwrix recommends using NDC_database name. | + | Password | Provide the account password. | + | Database Name | Enter the name of the NDC database. Netwrix recommends using NDC as the database name. | + + If the database does not yet exist, you'll need to click Create SQL Database before moving to the next step - this will automatically create the NDC database with the given name and provided configuration. + :::note The database is created automatically in basic configuration mode. For recommended @@ -31,23 +34,31 @@ sidebar_position: 40 to [Configure NDC SQL database](/docs/dataclassification/5.7/introduction/install/ndcsqldatabase.md) section. ::: +7. If you are installing a secondary NDC instance to an [NDC Distributed Query Server](/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/dqsmode.md), +you will be shown the DQS registration step. Complete the following steps: + a. Confirm that the Primary NDC Server URL displayed matches the QS Path of the primary NDC instance (the first entry in the DQS table in the administrative web console) and click Connect to connect the installer to the primary instance. + b. When the connection succeeds, an Authentication code will be generated and displayed in the Authentication Code textbox. Click Register - this will copy the Authentication code to the clipboard and open the administration console DQS configuration page in a browser window. + c. Click Register/Resync. The authentication code should automatically be inserted into the input box, paste the code if it hasn't been then click Submit. + d. Copy the verification code displayed and input it into the Verification code input box in the installer, then click Join. + e. Once the NDC instance has been successfully joined to the DQS configuration, you can click Next to move to the next installation step. + -7. On the Licensing step, add license. You can add license as follows: +8. On the Licensing step, add your license. You can add the license as follows: - Click the Import button and browse for your license file _OR_ - - Open your license file with any text editor, e.g., Notepad and paste the license text to the + - Open your license file with any text editor, e.g. Notepad, and paste the license text into the License field. -8. On the Administration Web Application step, review default IIS configuration. -9. On the Services step, configure Netwrix Data Classification services: +9. On the Administration Web Application step, review the default IIS configuration. If you select to run the Administration Web Application as a local or domain user, you will need to input the credentials for that user. +10. On the Services step, configure Netwrix Data Classification services: - Select all services to be installed. - - File System Path—Use default path or provide a custom one to store Netwrix Data + - File System Path—Use the default path or provide a custom one to store Netwrix Data Classification's Services files. For example, _C:\Program Files\NDC Services._ - - Provide user name and password for the product services service account. + - Provide credentials for the product services service account. :::note This account is granted the Logon as a service privilege automatically on the @@ -57,7 +68,7 @@ sidebar_position: 40 - Select additional service options, if necessary. -10. On the Pre-Installation Tasks and Checks step, review your configuration and select Install. -11. When the installation completes, open a web browser and navigate to the following URL: - _http://localhost/conceptQS_ where localhost is the name or IP address of the computer where - Netwrix Data Classification is installed. For example, _http://workstationndc/conceptQS_. +11. On the Pre-Installation Tasks and Checks step, review your configuration and select Install. +12. Once the installation completes, open a web browser and navigate to the following URL: + _http://SITENAME/NDC_ where SITENAME is the name or IP address of the computer where + Netwrix Data Classification is installed. For example, _http://workstationndc/NDC_. diff --git a/docs/dataclassification/5.7/introduction/introduction.md b/docs/dataclassification/5.7/introduction/introduction.md index f30ca850aa..985466eff1 100644 --- a/docs/dataclassification/5.7/introduction/introduction.md +++ b/docs/dataclassification/5.7/introduction/introduction.md @@ -6,7 +6,7 @@ sidebar_position: 20 # Deployment -This section lists all information to flawlessly install Netwrix Data Classification. +This section provides instructions for installing Netwrix Data Classification and setting up data sources. Review the following for additional information: diff --git a/docs/dataclassification/5.7/introduction/upgrade.md b/docs/dataclassification/5.7/introduction/upgrade.md index ce048ff9fd..504ef2640c 100644 --- a/docs/dataclassification/5.7/introduction/upgrade.md +++ b/docs/dataclassification/5.7/introduction/upgrade.md @@ -4,10 +4,10 @@ description: "Upgrade to the Latest Version" sidebar_position: 50 --- -# Upgrade to the Latest Version +# Upgrade to the Latest Version (5.7.10) Netwrix recommends that you upgrade from the older versions of Netwrix Data Classification to the -latest version available in order to take advantage of the new features. +latest version available in order to take advantage of new features and fixes. ## Upgrade Prerequisites @@ -28,22 +28,35 @@ Classification resides. If not, download it from Microsoft website: - 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 (default location is _C:\Program - Files\ConceptSearching\ConceptDB_) and back it up. +- Locate the folder containing index files (the default location is _C:\Program + Files\Netwrix\Data Classification\Index_ for 5.7, and _C:\Program + Files\ConceptSearching\ConceptDB_ for 5.6) and back it up. -**Step 4 –** Confirm that the NDC services and IIS Application pool are running as the same service -account on all NDC servers. That account also needs to be a domain account. +**Step 4 –** For versions of 5.7 prior to 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 -Seamless upgrade to Netwrix Data Classification 5.7 is supported for versions 5.5 and newer. +It is only possible to upgrade directly to Netwrix Data Classification 5.7 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 up and running. -If you need to upgrade from an earlier version, you should perform a staged upgrade, first upgrade +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 utilises the **Distributed Query Server** functionality, the primary server +should be upgraded first before upgrading the secondary instance(s). + +If you are upgrading to 5.7.10 or later from an earlier version of 5.7, you should if at all possible +run the installer as the NDC service account. If this is not done, you will need to perform a DQS +resynchronisation when upgrading secondary DQS instances. For further details on this process, +see the [DQS Instructions](/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/dqsmode.md) page. + ## After the Upgrade During the seamless upgrade from previous versions, Netwrix Data Classification preserves its diff --git a/docs/dataclassification/5.7/systemconfigurationoverview/configuration/texthandling.md b/docs/dataclassification/5.7/systemconfigurationoverview/configuration/texthandling.md index 7e7e5c6538..46c53be00e 100644 --- a/docs/dataclassification/5.7/systemconfigurationoverview/configuration/texthandling.md +++ b/docs/dataclassification/5.7/systemconfigurationoverview/configuration/texthandling.md @@ -81,6 +81,7 @@ clue – or a search term. The OCR language mapping configuration screen can be used if you wish to OCR non-English images via Tesseract. File paths (including parts of paths) can be mapped to specific Tesseract language packs. +The Page Segmentation Mode used by the Tika OCR can also be overridden here for a given file path. ![configocrlanguagemapping](/images/dataclassification/5.7/configuration/configocrlanguagemapping.webp)