Upgrade SDS

To ensure your SDS-based database connection continues to function correctly, you must upgrade the SDS agent when you upgrade your MCE environment version. Because the SDS agent is deployed on premises, it is your responsibility to keep your SDS version aligned with your MCE version. To update the SDS, see the following.

Strategy (August 2026) adds a seamless upgrade process for SDS that simplifies and automates the process of upgrading your SDS application. This new process minimizes downtime and reduces manual intervention and ensures a smooth transition between versions. For more information, see SDS Seamless Upgrade

Use the following upgrade processes if you are using a version prior to Strategy (August 2026).

Upgrade SDS Using Strategy One (June 2026) and Later

Download the Latest SDS Version

  1. Go to the Strategy Download Site and select Federated Data Connectors from the drop-down menu.

  2. Go to Strategy Secure Data Service and click Linux.

  3. Copy the installer to your target Linux machine where the SDS Agent will be deployed.

Install the Updated SDS Agent

Run the upgrade script from inside the new package. The script handles backups, package replacement, and restarting.

  1. Extract the new SDS agent to any location using the following:

    Copy
    sudo unzip secure-data-service-linux.zip -d /home/admin/secure-data-service-new
  2. Navigate into the new SDS agent folder using the following:

    Copy
    cd /home/admin/secure-data-service-new/mstr
  3. Run the installer script to go from your currently installed version to the updated version using the following:

    Copy
    sudo ./installer.sh upgrade
  4. When prompted, type upgrade to confirm.

  5. Once the upgrade is complete, you can delete the now empty SDS package destination directory using the following:

    Copy
    rm -rf home/admin/secure-data-service-new

Verify Installation

After completing installation, verify your upgraded SDS installation by performing the following verification steps:

  1. To verify the SDS agent is running, run the following command:

    Copy
    .\dgs-sds-container.ps1 status
  2. Access the SDS agent user interface by visiting http://<sds-agent-host>:8080/ or https://<sds-agent-host>:8443/.

  3. Log in using your Strategy credentials and verify the SDS agent is connected to your MCE environment, identified by the link icon under the environment name.

  4. Open Workstation and edit your SDS-based database connection.

  5. Click Test to verify the connection is successful.

  6. After confirming your SDS installation is working correctly, optionally use the following command to remove the backup directory:

    Copy
    .\dgs-sds-container.ps1 status

Upgrade SDS Using Strategy One (May 2026) or Earlier

Uninstall SDS Agent

Stop the SDS Agent service, backup the configuration data, and remove the existing installation to preserve your settings for the upgraded version.

  1. Go to your SDS installation directory and stop the service using the following command:

    Replace /opt/mstr with your actual SDS installation directory. The commands should complete in under one minute.

    Copy
    cd /opt/mstr
    sudo ./dgs-sds-service.sh stop
  2. Create a backup directory and copy the configuration files using the following command:

    Replace /opt/sds-backup with your preferred backup location.

    Copy
    sudo mkdir /opt/sds-backup
    sudo cp -r dgsagent/config dgsagent/data /opt/sds-backup/
  3. Uninstall the service and remove the installation files using the following commands. The commands should complete in under one minute.

    Copy
    sudo ./dgs-sds-service.sh uninstall
    sudo rm -r /opt/mstr

Install the Updated SDS Agent

Download the latest SDS installer, deploy it on your Linux machine, and restore your backed-up configuration data.

  1. Go to the Strategy Download Site and select Federated Data Connectors from the drop-down menu.

  2. Go to Strategy Secure Data Service and click Linux.

  3. Copy the installer to your target Linux machine where the SDS Agent will be deployed.

  4. Extract and install the new SDS agent using the following commands. The commands should complete in under five minutes.

    Copy
    cd /opt
    sudo unzip secure-data-service-linux.zip -d /opt

    cd /opt/mstr
    sudo ./dgs-sds-service.sh install
  5. Copy your backed-up configuration and data to the new installation using the following command:

    Copy
    sudo cp -r /opt/sds-backup/config /opt/sds-backup/data /opt/mstr/dgsagent/
  6. Start the upgraded SDS agent service using the following commands. The commands should complete in under one minute.

    Copy
    sudo ./dgs-sds-service.sh start

Verify Installation

After completing installation, verify your upgraded SDS installation by performing the following verification steps:

  1. To verify the SDS agent is running, run the following command:

    Copy
    .\dgs-sds-container.ps1 status
  2. Access the SDS agent user interface by visiting http://<sds-agent-host>:8080/ or https://<sds-agent-host>:8443/.

  3. Log in using your Strategy credentials and verify the SDS agent is connected to your MCE environment, identified by the link icon under the environment name.

  4. Open Workstation and edit your SDS-based database connection.

  5. Click Test to verify the connection is successful.

  6. After confirming your SDS installation is working correctly, optionally use the following command to remove the backup directory:

    Copy
    .\dgs-sds-container.ps1 status

Upgrade SDS Using Strategy One (June 2026) and Later

Download the Latest SDS Version

  1. Go to the Strategy Download Site and select Federated Data Connectors from the drop-down menu.

  2. Go to Strategy Secure Data Service and click Container.

  3. Copy the container package to your target Linux machine where the SDS agent is currently running.

Install the Updated SDS Agent

Run the upgrade script from inside the new package. The script will handle backups, package replacement, and restart.

  1. Extract the new SDS agent to any accessible location using the following:

    Copy
    sudo unzip secure-data-service-container.zip -d /home/admin/secure-data-service​-new
  2. Navigate into the new SDS agent folder using the following:

    Copy
    cd /home/admin/secure-data-service-new
  3. Run the installer script to go from your currently installed version to the latest using the following:

    Copy
    sudo ./container-installer.sh upgrade​
  4. When prompted, type upgrade to confirm.

  5. After the upgrade is complete, you can delete the empty SDS package destination directory using the following:

    Copy
    cd /home/admin
    rm secure-data-service​-new

Verify Installation

After completing installation, verify your upgraded SDS installation by performing the following verification steps:

  1. To verify the SDS agent is running, run the following command:

    Copy
    .\dgs-sds-container.ps1 status
  2. Access the SDS agent user interface by visiting http://<sds-agent-host>:8080/ or https://<sds-agent-host>:8443/.

  3. Log in using your Strategy credentials and verify the SDS agent is connected to your MCE environment, identified by the link icon under the environment name.

  4. Open Workstation and edit your SDS-based database connection.

  5. Click Test to verify the connection is successful.

  6. After confirming your SDS installation is working correctly, optionally use the following command to remove the backup directory:

    Copy
    .\dgs-sds-container.ps1 status

Upgrade SDS Using Strategy One (May 2026) or Earlier

Uninstall SDS Agent

Stop the SDS agent container and backup your configuration settings to preserve customizations during the upgrade process.

  1. Go to your SDS installation directory and stop the container using the following commands.

    Replace /home/admin/secure-data-service with your actual SDS installation directory. The commands should complete in under one minute.

    Copy
    cd /home/admin/secure-data-service
    ./dgs-sds-container.sh stop
  2. If you customized the docker-compose.yml file, create a backup of your changes using the following commands.

    Replace /home/admin/sds-backup with your preferred backup location.

    Copy
    mkdir -p /home/admin/sds-backup
    cp /home/admin/secure-data-service/docker-compose.yml /home/admin/sds-backup
  3. Remove the current installation directory using the following command:

    Copy
    rm -r /home/admin/secure-data-service

Install the Updated SDS Agent

Download the latest SDS installer, deploy it on your Linux machine, and restore your backed-up configuration data.

  1. Go to the Strategy Download Site and select Federated Data Connectors from the drop-down menu.

  2. Go to Strategy Secure Data Service and click Container.

  3. Copy the container .zip package to your target Linux machine and extract it to the installation directory using the following commands. The commands should complete in under five minutes.

    Copy
    mkdir -p /home/admin/secure-data-service
    unzip secure-data-service-container.zip -d /home/admin/secure-data-service
  4. Review the new docker-compose.yml file and compare it with your backed-up version. Apply your customizations, such as port number modifications, to the new configuration file. See the following example port configuration:

    Copy
        ports:
          - "55555:55555"
          - "26214-26313:26214-26313"
          - "8080:8080"
          - "8443:8443"
  5. Navigate to the installation directory and start the container using the following commands. The commands should complete in under one minute.

    Copy
    cd /home/admin/secure-data-service
    ./dgs-sds-container.sh start

Verify Installation

After completing installation, verify your upgraded SDS installation by performing the following verification steps:

  1. To verify the SDS agent is running, run the following command:

    Copy
    .\dgs-sds-container.ps1 status
  2. Access the SDS agent user interface by visiting http://<sds-agent-host>:8080/ or https://<sds-agent-host>:8443/.

  3. Log in using your Strategy credentials and verify the SDS agent is connected to your MCE environment, identified by the link icon under the environment name.

  4. Open Workstation and edit your SDS-based database connection.

  5. Click Test to verify the connection is successful.

  6. After confirming your SDS installation is working correctly, optionally use the following command to remove the backup directory:

    Copy
    .\dgs-sds-container.ps1 status

Upgrade SDS Using Strategy One (June 2026) and Later

Download the Latest SDS Version

  1. Go to the Strategy Download Site and select Federated Data Connectors from the drop-down menu.

  2. Go to Strategy Secure Data Service and click Container.

  3. Copy the container package to your target Windows machine where the SDS agent is currently running.

Install the Updated SDS Agent

Run the upgrade script from inside the new package. The script will handle backups, package replacement, and restart.

  1. Extract the new SDS agent to any location. For example, C:\secure-data-service-new.

  2. Open Powershell or Terminal as an administrator.

  3. Go to the new SDS agent folder using the following:

    Copy
    cd C:\secure-data-service-new
  4. Run the installer script to go from your currently installed version to the latest version using the following:

    Copy
    .\container-installer.ps1 upgrade​
  5. When prompted, type upgrade to confirm.

  6. After the upgrade is complete, you can delete the empty SDS package destination directory using the following:

    Copy
    rm -Recurse -Force C:\secure-data-service-new

Verify Installation

After completing installation, verify your upgraded SDS installation by performing the following verification steps:

  1. To verify the SDS agent is running, run the following command:

    Copy
    .\dgs-sds-container.ps1 status
  2. Access the SDS agent user interface by visiting http://<sds-agent-host>:8080/ or https://<sds-agent-host>:8443/.

  3. Log in using your Strategy credentials and verify the SDS agent is connected to your MCE environment, identified by the link icon under the environment name.

  4. Open Workstation and edit your SDS-based database connection.

  5. Click Test to verify the connection is successful.

  6. After confirming your SDS installation is working correctly, optionally use the following command to remove the backup directory:

    Copy
    .\dgs-sds-container.ps1 status

Upgrade SDS Using Strategy One (May 2026) or Earlier

Uninstall SDS Agent

Stop the SDS agent container and backup your configuration settings to preserve customizations during the upgrade process.

  1. Go to your SDS installation directory, such as the C:\SDS\ folder, and stop the container using the following command. The command should complete in under one minute.

    Copy
    .\dgs-sds-container.ps1 stop
  2. If you customized the docker-compose.yml file, create a backup of your changes using the following commands.

    Replace C:\SDS_Backup with your preferred backup location.

    Copy
    mkdir C:\SDS_Backup
    copy C:\SDS\docker-compose.yml C:\SDS_Backup\docker-compose.yml
  3. Remove the current installation directory using the following command:

    Copy
    rmdir /s C:\SDS

Install Updated SDS Agent

Download the latest SDS container package and deploy it on your Windows machine with your preserved configuration settings.

  1. Go to the Strategy Download Site and select Federated Data Connectors from the drop-down menu.

  2. Go to Strategy Secure Data Service and click Container.

  3. Copy the container .zip package to your target machine and extract it to the installation directory (for example, C:\SDS). This should complete in under five minutes.

  4. Review the new docker-compose.yml file in the installation directory and compare it with your backed-up version. Apply your customizations, such as port number modifications, to the new configuration file. See the following example port configuration:

    Copy
        ports:
          - "55555:55555"
          - "26214-26313:26214-26313"
          - "8080:8080"
          - "8443:8443"
  5. Navigate to the installation directory and start the container using the following commands. The commands should complete in under one minute.

    Copy
    cd C:\SDS
    .\dgs-sds-container.ps1 start

Verify Installation

After completing installation, verify your upgraded SDS installation by performing the following verification steps:

  1. To verify the SDS agent is running, run the following command:

    Copy
    .\dgs-sds-container.ps1 status
  2. Access the SDS agent user interface by visiting http://<sds-agent-host>:8080/ or https://<sds-agent-host>:8443/.

  3. Log in using your Strategy credentials and verify the SDS agent is connected to your MCE environment, identified by the link icon under the environment name.

  4. Open Workstation and edit your SDS-based database connection.

  5. Click Test to verify the connection is successful.

  6. After confirming your SDS installation is working correctly, optionally use the following command to remove the backup directory:

    Copy
    .\dgs-sds-container.ps1 status