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Upgrade Master Data Services

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Applies to: SQL Server - Windows only

The following are the scenarios for upgrading Microsoft SQL Server Master Data Services.

Important

  • 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 (10.50.x), SQL Server 2012 (11.x), or SQL Server 2014 (12.x) to SQL Server 2016 (13.x).
  • After upgrading Data Quality Services and Master Data Services to the latest version of SQL Server, any earlier version of the Master Data Services Add-In for Excel will no longer work. You can download the SQL Server 2016 (13.x) Master Data Services Add-In for Excel from Master Data Services Add-in for Microsoft Excel.

File Location

  • In SQL Server 2017 (14.x), by default, the files are installed at drive:\Program Files\Microsoft SQL Server\140\Master Data Services.

  • In SQL Server 2016 (13.x), by default, the files are installed at drive:\Program Files\Microsoft SQL Server\130\Master Data Services.

  • In SQL Server 2014 (12.x), by default, the files are installed at drive:\Program Files\Microsoft SQL Server\120\Master Data Services.

  • In SQL Server 2012 (11.x), by default, the files are installed at drive:\Program Files\Microsoft SQL Server\110\Master Data Services.

  • In SQL Server 2008 R2 (10.50.x), by default, the files are installed at drive:\Program Files\Microsoft SQL Server\Master Data Services.

Upgrade without Database Engine Upgrade

In this scenario you continue to use SQL Server 2008 R2 (10.50.x), SQL Server 2012 (11.x), SQL Server 2014 (12.x), or SQL Server 2016 (13.x) to host your MDS database. However, you must upgrade the schema of the MDS database, and then create a current SQL Server web application to access the MDS database. After the upgrade, the MDS database can no longer be accessed by the earlier web application.

You can install the current SQL Server and an earlier version of SQL Server on the same computer. The files are installed in different locations, as shown in File Location.

To upgrade without Database Engine upgrade

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

    1. Open the SQL Server 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. Upgrade the MDS database schema.

    1. Open the current SQL Server Master Data Services Configuration Manager.

      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.

    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 (10.50.x), SQL Server 2012 (11.x), SQL Server 2014 (12.x), or SQL Server 2016 (13.x) 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. Create a web application.

    1. Open the current SQL Server 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

      Your existing MDS web application from an earlier version of SQL Server (SQL Server 2008 R2 (10.50.x), SQL Server 2012 (11.x), SQL Server 2014 (12.x), or SQL Server 2016 (13.x)) is available for selection in the SQL Server version of Master Data Services Configuration Manager. You must not select the existing web application, and instead must create a SQL Server 2016 (13.x) 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 (10.50.x), SQL Server 2012 (11.x), SQL Server 2014 (12.x), or SQL Server 2016 (13.x)) 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 2016 (13.x) 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. 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.

Upgrade with Database Engine Upgrade

In this scenario you will upgrade both the database engine and Master Data Services application from an earlier version to either SQL Server 2016 (13.x) or SQL Server 2017 (14.x).

To upgrade with Database Engine upgrade

  1. For SQL Server 2008 R2 (10.50.x) only: Open Control Panel > Programs and Features and uninstall Microsoft SQL Server 2008 R2 (10.50.x) Master Data Services.

  2. Upgrade the database engine to SQL Server 2016 (13.x) or SQL Server 2017 (14.x). For more information, see Choose a Database Engine Upgrade Method.

  3. Complete all the steps in Upgrade without Database Engine Upgrade .

Upgrade in Two-Computer Scenario

In this scenario you upgrade a system in which SQL Server is installed on two computers: one with SQL Server 2016 (13.x) or SQL Server 2017 (14.x), and the other with an earlier version of SQL Server.

If an earlier version of SQL Server is installed, you continue to use the earlier version to host your MDS database on one computer. However, you must upgrade the schema of the MDS database, and then use the SQL Server 2016 (13.x) or SQL Server 2017 (14.x) web application respectively to access the MDS database. The MDS database can no longer be accessed by the earlier version web application.

To upgrade in two-computer scenario

Upgrade with Restoring a Database from Backup

In this scenario, either SQL Server 2016 (13.x) or SQL Server 2017 (14.x) is installed along with an earlier version on the same computer or two different computers. A database was backed up on a version earlier than the SQL Server 2016 (13.x) or SQL Server 2017 (14.x) release, prior to upgrade, and the database has to be restored.

To upgrade with restoring a database from backup

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

    1. Open the SQL Server 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. Upgrade the MDS database schema, create a web application, and associate the new web application with the upgraded MDS database. For the instructions, see steps 2 - 4 in Upgrade without Database Engine Upgrade

Troubleshooting

Issue: When you open the SQL Server 2008 R2 (10.50.x), SQL Server 2012 (11.x), SQL Server 2014 (12.x), or SQL Server 2016 (13.x) 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 (10.50.x), SQL Server 2012 (11.x), SQL Server 2014 (12.x), or SQL Server 2016 (13.x) Master Data Manager web application tries to access a database that has been upgraded to or SQL Server 2017 (14.x) Master Data Services. You must use a or SQL Server 2017 (14.x) 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.

See Also

Install Master Data Services