Deprecate legacy installer #1014
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nfx
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Mar 6, 2024
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✅ 109/109 passed, 2 flaky, 14 skipped, 2h41m41s total Flaky tests:
Running from acceptance #1431 |
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* Added AWS S3 support for `migrate-locations` command ([#1009](#1009)). In this release, the open-source library has been enhanced with AWS S3 support for the `migrate-locations` command, enabling efficient and secure management of S3 data. The new functionality includes the identification of missing S3 prefixes and the creation of corresponding roles and policies through the addition of methods `_identify_missing_paths`, `_get_existing_credentials_dict`, and `create_external_locations`. The library now also includes new classes `AwsIamRole`, `ExternalLocationInfo`, and `StorageCredentialInfo` for better handling of AWS-related functionality. Additionally, two new tests, `test_create_external_locations` and `test_create_external_locations_skip_existing`, have been added to ensure the correct behavior of the new AWS-related functionality. The new test function `test_migrate_locations_aws` checks the AWS-specific implementation of the `migrate-locations` command, while `test_missing_aws_cli` verifies the correct error message is displayed when the AWS CLI is not found in the system path. These changes enhance the library's capabilities, improving data security, privacy, and overall performance for users working with AWS S3. * Added `databricks labs ucx create-uber-principal` command to create Azure Service Principal for migration ([#976](#976)). The new CLI command, `databricks labs ucx create-uber-principal`, has been introduced to create an Azure Service Principal (SPN) and grant it STORAGE BLOB READER access on all the storage accounts used by the tables in the workspace. The SPN information is then stored in the UCX cluster policy. A new class, AzureApiClient, has been added to isolate Azure API calls, and unit and integration tests have been included to verify the functionality. This development enhances migration capabilities for Azure workspaces, providing a more streamlined and automated way to create and manage Service Principals, and improves the functionality and usability of the UCX tool. The changes are well-documented and follow the project's coding standards. * Added `migrate-locations` command ([#1016](#1016)). In this release, we've added a new CLI command, `migrate_locations`, to create Unity Catalog (UC) external locations. This command extracts candidates for location creation from the `guess_external_locations` assessment task and checks if corresponding UC Storage Credentials exist before creating the locations. Currently, the command only supports Azure, with plans to add support for AWS and GCP in the future. The `migrate_locations` function is marked with the `ucx.command` decorator and is available as a command-line interface (CLI) command. The pull request also includes unit tests for this new command, which check the environment (Azure, AWS, or GCP) before executing the migration and log a message if the environment is AWS or GCP, indicating that the migration is not yet supported on those platforms. No changes have been made to existing workflows, commands, or tables. * Added handling for widget delete on upgrade platform bug ([#1011](#1011)). In this release, the `_install_dashboard` method in `dashboards.py` has been updated to handle a platform bug that occurred during the deletion of dashboard widgets during an upgrade process (issue [#1011](#1011)). Previously, the method attempted to delete each widget using the `self._ws.dashboard_widgets.delete(widget.id)` command, which resulted in a `TypeError` when attempting to delete a widget. The updated method now includes a try/except block that catches this `TypeError` and logs a warning message, while also tracking the issue under bug ES-1061370. The rest of the method remains unchanged, creating a dashboard with the given name, role, and parent folder ID if no widgets are present. This enhancement improves the robustness of the `_install_dashboard` method by adding error handling for the SDK API response when deleting dashboard widgets, ensuring a smoother upgrade process. * Create UC external locations in Azure based on migrated storage credentials ([#992](#992)). The `locations.py` file in the `databricks.labs.ucx.azure` package has been updated to include a new class `ExternalLocationsMigration`, which creates UC external locations in Azure based on migrated storage credentials. This class takes various arguments, including `WorkspaceClient`, `HiveMetastoreLocations`, `AzureResourcePermissions`, and `AzureResources`. It has a `run()` method that lists any missing external locations in UC, extracts their location URLs, and attempts to create a UC external location with a mapped storage credential name if the missing external location is in the mapping. The class also includes helper methods for generating credential name mappings. Additionally, the `resources.py` file in the same package has been modified to include a new method `managed_identity_client_id`, which retrieves the client ID of a managed identity associated with a given access connector. Test functions for the `ExternalLocationsMigration` class and Azure external locations functionality have been added in the new file `test_locations.py`. The `test_resources.py` file has been updated to include tests for the `managed_identity_client_id` method. A new `mappings.json` file has also been added for tests related to Azure external location mappings based on migrated storage credentials. * Deprecate legacy installer ([#1014](#1014)). In this release, we have deprecated the legacy installer for the UCX project, which was previously implemented as a bash script. A warning message has been added to inform users about the deprecation and direct them to the UCX installation instructions. The functionality of the script remains unchanged, and it still performs tasks such as installing Python dependencies and building Python bindings. The script will eventually be replaced with the `databricks labs install ucx` command. This change is part of issue [#1014](#1014) and is intended to streamline the installation process and improve the overall user experience. We recommend that users update their installation process to the new recommended method as soon as possible to avoid any issues with the legacy installer in the future. * Prompt user if Terraform utilised for deploying infrastructure ([#1004](#1004)). In this update, the `config.py` file has been modified to include a new attribute, `is_terraform_used`, in the `WorkspaceConfig` class. This boolean flag indicates whether Terraform has been used for deploying certain entities in the workspace. Issue [#393](#393) has been addressed with this change. The `WorkspaceInstaller` configuration has also been updated to take advantage of this new attribute, allowing developers to determine if Terraform was used for infrastructure deployment, thereby increasing visibility into the deployment process. Additionally, a new prompt has been added to the `warehouse_type` function to ascertain if Terraform is being utilized for infrastructure deployment, setting the `is_terraform_used` variable to True if it is. This improvement is intended for software engineers adopting this open-source library. * Updated CONTRIBUTING.md ([#1005](#1005)). In this contribution to the open-source library, the CONTRIBUTING.md file has been significantly updated with clearer instructions on how to effectively contibute to the project. The previous command to print the Python path has been removed, as the IDE is now advised to be configured to use the Python interpreter from the virtual environment. A new step has been added, recommending the use of a consistent styleguide and formatting of the code before every commit. Moreover, it is now encouraged to run tests before committing to minimize potential issues during the review process. The steps on how to make a Fork from the ucx repo and create a PR have been updated with links to official documentation. Lastly, the commit now includes information on handling dependency errors that may occur after `git pull`. * Updated databricks-labs-blueprint requirement from ~=0.2.4 to ~=0.3.0 ([#1001](#1001)). In this pull request update, the requirements file, pyproject.toml, has been modified to upgrade the databricks-labs-blueprint package from version ~0.2.4 to ~0.3.0. This update integrates the latest features and bug fixes of the package, including an automated upgrade framework, a brute-forcing approach for handling SerdeError, and enhancements for running nightly integration tests with service principals. These improvements increase the testability and functionality of the software, ensuring its stable operation with service principals during nightly integration tests. Furthermore, the reliability of the test for detecting existing installations has been reinforced by adding a new test function that checks for the correct detection of existing installations and retries the test for up to 15 seconds if they are not. Dependency updates: * Updated databricks-labs-blueprint requirement from ~=0.2.4 to ~=0.3.0 ([#1001](#1001)).
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* Added AWS S3 support for `migrate-locations` command ([#1009](#1009)). In this release, the open-source library has been enhanced with AWS S3 support for the `migrate-locations` command, enabling efficient and secure management of S3 data. The new functionality includes the identification of missing S3 prefixes and the creation of corresponding roles and policies through the addition of methods `_identify_missing_paths`, `_get_existing_credentials_dict`, and `create_external_locations`. The library now also includes new classes `AwsIamRole`, `ExternalLocationInfo`, and `StorageCredentialInfo` for better handling of AWS-related functionality. Additionally, two new tests, `test_create_external_locations` and `test_create_external_locations_skip_existing`, have been added to ensure the correct behavior of the new AWS-related functionality. The new test function `test_migrate_locations_aws` checks the AWS-specific implementation of the `migrate-locations` command, while `test_missing_aws_cli` verifies the correct error message is displayed when the AWS CLI is not found in the system path. These changes enhance the library's capabilities, improving data security, privacy, and overall performance for users working with AWS S3. * Added `databricks labs ucx create-uber-principal` command to create Azure Service Principal for migration ([#976](#976)). The new CLI command, `databricks labs ucx create-uber-principal`, has been introduced to create an Azure Service Principal (SPN) and grant it STORAGE BLOB READER access on all the storage accounts used by the tables in the workspace. The SPN information is then stored in the UCX cluster policy. A new class, AzureApiClient, has been added to isolate Azure API calls, and unit and integration tests have been included to verify the functionality. This development enhances migration capabilities for Azure workspaces, providing a more streamlined and automated way to create and manage Service Principals, and improves the functionality and usability of the UCX tool. The changes are well-documented and follow the project's coding standards. * Added `migrate-locations` command ([#1016](#1016)). In this release, we've added a new CLI command, `migrate_locations`, to create Unity Catalog (UC) external locations. This command extracts candidates for location creation from the `guess_external_locations` assessment task and checks if corresponding UC Storage Credentials exist before creating the locations. Currently, the command only supports Azure, with plans to add support for AWS and GCP in the future. The `migrate_locations` function is marked with the `ucx.command` decorator and is available as a command-line interface (CLI) command. The pull request also includes unit tests for this new command, which check the environment (Azure, AWS, or GCP) before executing the migration and log a message if the environment is AWS or GCP, indicating that the migration is not yet supported on those platforms. No changes have been made to existing workflows, commands, or tables. * Added handling for widget delete on upgrade platform bug ([#1011](#1011)). In this release, the `_install_dashboard` method in `dashboards.py` has been updated to handle a platform bug that occurred during the deletion of dashboard widgets during an upgrade process (issue [#1011](#1011)). Previously, the method attempted to delete each widget using the `self._ws.dashboard_widgets.delete(widget.id)` command, which resulted in a `TypeError` when attempting to delete a widget. The updated method now includes a try/except block that catches this `TypeError` and logs a warning message, while also tracking the issue under bug ES-1061370. The rest of the method remains unchanged, creating a dashboard with the given name, role, and parent folder ID if no widgets are present. This enhancement improves the robustness of the `_install_dashboard` method by adding error handling for the SDK API response when deleting dashboard widgets, ensuring a smoother upgrade process. * Create UC external locations in Azure based on migrated storage credentials ([#992](#992)). The `locations.py` file in the `databricks.labs.ucx.azure` package has been updated to include a new class `ExternalLocationsMigration`, which creates UC external locations in Azure based on migrated storage credentials. This class takes various arguments, including `WorkspaceClient`, `HiveMetastoreLocations`, `AzureResourcePermissions`, and `AzureResources`. It has a `run()` method that lists any missing external locations in UC, extracts their location URLs, and attempts to create a UC external location with a mapped storage credential name if the missing external location is in the mapping. The class also includes helper methods for generating credential name mappings. Additionally, the `resources.py` file in the same package has been modified to include a new method `managed_identity_client_id`, which retrieves the client ID of a managed identity associated with a given access connector. Test functions for the `ExternalLocationsMigration` class and Azure external locations functionality have been added in the new file `test_locations.py`. The `test_resources.py` file has been updated to include tests for the `managed_identity_client_id` method. A new `mappings.json` file has also been added for tests related to Azure external location mappings based on migrated storage credentials. * Deprecate legacy installer ([#1014](#1014)). In this release, we have deprecated the legacy installer for the UCX project, which was previously implemented as a bash script. A warning message has been added to inform users about the deprecation and direct them to the UCX installation instructions. The functionality of the script remains unchanged, and it still performs tasks such as installing Python dependencies and building Python bindings. The script will eventually be replaced with the `databricks labs install ucx` command. This change is part of issue [#1014](#1014) and is intended to streamline the installation process and improve the overall user experience. We recommend that users update their installation process to the new recommended method as soon as possible to avoid any issues with the legacy installer in the future. * Prompt user if Terraform utilised for deploying infrastructure ([#1004](#1004)). In this update, the `config.py` file has been modified to include a new attribute, `is_terraform_used`, in the `WorkspaceConfig` class. This boolean flag indicates whether Terraform has been used for deploying certain entities in the workspace. Issue [#393](#393) has been addressed with this change. The `WorkspaceInstaller` configuration has also been updated to take advantage of this new attribute, allowing developers to determine if Terraform was used for infrastructure deployment, thereby increasing visibility into the deployment process. Additionally, a new prompt has been added to the `warehouse_type` function to ascertain if Terraform is being utilized for infrastructure deployment, setting the `is_terraform_used` variable to True if it is. This improvement is intended for software engineers adopting this open-source library. * Updated CONTRIBUTING.md ([#1005](#1005)). In this contribution to the open-source library, the CONTRIBUTING.md file has been significantly updated with clearer instructions on how to effectively contibute to the project. The previous command to print the Python path has been removed, as the IDE is now advised to be configured to use the Python interpreter from the virtual environment. A new step has been added, recommending the use of a consistent styleguide and formatting of the code before every commit. Moreover, it is now encouraged to run tests before committing to minimize potential issues during the review process. The steps on how to make a Fork from the ucx repo and create a PR have been updated with links to official documentation. Lastly, the commit now includes information on handling dependency errors that may occur after `git pull`. * Updated databricks-labs-blueprint requirement from ~=0.2.4 to ~=0.3.0 ([#1001](#1001)). In this pull request update, the requirements file, pyproject.toml, has been modified to upgrade the databricks-labs-blueprint package from version ~0.2.4 to ~0.3.0. This update integrates the latest features and bug fixes of the package, including an automated upgrade framework, a brute-forcing approach for handling SerdeError, and enhancements for running nightly integration tests with service principals. These improvements increase the testability and functionality of the software, ensuring its stable operation with service principals during nightly integration tests. Furthermore, the reliability of the test for detecting existing installations has been reinforced by adding a new test function that checks for the correct detection of existing installations and retries the test for up to 15 seconds if they are not. Dependency updates: * Updated databricks-labs-blueprint requirement from ~=0.2.4 to ~=0.3.0 ([#1001](#1001)).
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author Vuong <vuong.nguyen@databricks.com> 1709738765 +0000 committer Vuong <vuong.nguyen@databricks.com> 1709812255 +0000 parent 7735a71 author Vuong <vuong.nguyen@databricks.com> 1709738765 +0000 committer Vuong <vuong.nguyen@databricks.com> 1709812237 +0000 parent 7735a71 author Vuong <vuong.nguyen@databricks.com> 1709738765 +0000 committer Vuong <vuong.nguyen@databricks.com> 1709812227 +0000 parent 7735a71 author Vuong <vuong.nguyen@databricks.com> 1709738765 +0000 committer Vuong <vuong.nguyen@databricks.com> 1709812214 +0000 parent 7735a71 author Vuong <vuong.nguyen@databricks.com> 1709738765 +0000 committer Vuong <vuong.nguyen@databricks.com> 1709812198 +0000 make fmt Added `upgraded_from_workspace_id` property to migrated tables to indicated the source workspace. (#987) Added table parameter `upgraded_from_ws` to migrated tables. The parameters contains the sources workspace id. Resolves #899 - [ ] added relevant user documentation - [ ] added new CLI command - [ ] modified existing command: `databricks labs ucx ...` - [ ] added a new workflow - [ ] modified existing workflow: `...` - [ ] added a new table - [ ] modified existing table: `...` <!-- How is this tested? Please see the checklist below and also describe any other relevant tests --> - [x] manually tested - [x] added unit tests - [x] added integration tests - [x] verified on staging environment (screenshot attached) Added group members difference to the output of `validate-groups-membership` cli command (#995) The `validate-groups-membership` command has been updated to include a comparison of group memberships at both the account and workspace levels, displaying the difference in members between the two levels in a new column. This enhancement allows for a more detailed analysis of group memberships, with the added functionality implemented in the `validate_group_membership` function in the `groups.py` file located in the `databricks/labs/ucx/workspace_access` directory. A new output field, "group\_members\_difference," has been added to represent the difference in the number of members between a workspace group and an associated account group. The corresponding unit test file, "test\_groups.py," has been updated to include a new test case that verifies the calculation of the "group\_members\_difference" value. This change provides users with a more comprehensive view of their group memberships and allows them to easily identify any discrepancies between the account and workspace levels. The functionality of the other commands remains unchanged. Improved installation integration test flakiness (#998) - improved `_infer_error_from_job_run` and `_infer_error_from_task_run` to also catch `KeyError` and `ValueError` - removed retries for `Unknown` errors for installation tests Expanded end-user documentation with detailed descriptions for workflows and commands (#999) The Databricks Labs UCX project has been updated with several new features to assist in upgrading to Unity Catalog. These include various workflows and command-line utilities, such as an assessment workflow that generates a detailed compatibility report for workspace entities and a group migration workflow to upgrade all Databricks workspace assets. Additionally, new utility commands have been added for managing cross-workspace installations, and users can now view deployed workflows' status and repair failed workflows. A new end-user documentation has also been introduced, featuring comprehensive descriptions of workflows, commands, and an assessment report image. The Assessment Report, generated from UCX tools, now includes a more detailed summary of the assessment findings, table counts, database summaries, and external locations. Improved documentation for external Hive Metastore integration and a new debugging notebook are also included in this release. Lastly, the workspace group migration feature has been expanded to handle potential conflicts when migrating multiple workspaces with locally scoped group names. Release v0.14.0 (#1000) * Added `upgraded_from_workspace_id` property to migrated tables to indicated the source workspace ([#987](#987)). In this release, updates have been made to the `_migrate_external_table`, `_migrate_dbfs_root_table`, and `_migrate_view` methods in the `table_migrate.py` file to include a new parameter `upgraded_from_ws` in the SQL commands used to alter tables, views, or managed tables. This parameter is used to store the source workspace ID in the migrated tables, indicating the migration origin. A new utility method `sql_alter_from` has been added to the `Table` class in `tables.py` to generate the SQL command with the new parameter. Additionally, a new class-level attribute `UPGRADED_FROM_WS_PARAM` has been added to the `Table` class in `tables.py` to indicate the source workspace. A new property `upgraded_from_workspace_id` has been added to migrated tables to store the source workspace ID. These changes resolve issue [#899](#899) and are tested through manual testing, unit tests, and integration tests. No new CLI commands, workflows, or tables have been added or modified, and there are no changes to user documentation. * Added a command to create account level groups if they do not exist ([#763](#763)). This commit introduces a new feature that enables the creation of account-level groups if they do not already exist in the account. A new command, `create-account-groups`, has been added to the `databricks labs ucx` tool, which crawls all workspaces in the account and creates account-level groups if a corresponding workspace-local group is not found. The feature supports various scenarios, including creating account-level groups that exist in some workspaces but not in others, and creating multiple account-level groups with the same name but different members. Several new methods have been added to the `account.py` file to support the new feature, and the `test_account.py` file has been updated with new tests to ensure the correct behavior of the `create_account_level_groups` method. Additionally, the `cli.py` file has been updated to include the new `create-account-groups` command. With these changes, users can easily manage account-level groups and ensure that they are consistent across all workspaces in the account, improving the overall user experience. * Added assessment for the incompatible `RunSubmit` API usages ([#849](#849)). In this release, the assessment functionality for incompatible `RunSubmit` API usages has been significantly enhanced through various changes. The 'clusters.py' file has seen improvements in clarity and consistency with the renaming of private methods `check_spark_conf` to `_check_spark_conf` and `check_cluster_failures` to `_check_cluster_failures`. The `_assess_clusters` method has been updated to call the renamed `_check_cluster_failures` method for thorough checks of cluster configurations, resulting in better assessment functionality. A new `SubmitRunsCrawler` class has been added to the `databricks.labs.ucx.assessment.jobs` module, implementing `CrawlerBase`, `JobsMixin`, and `CheckClusterMixin` classes. This class crawls and assesses job runs based on their submitted runs, ensuring compatibility and identifying failure issues. Additionally, a new configuration attribute, `num_days_submit_runs_history`, has been introduced in the `WorkspaceConfig` class of the `config.py` module, controlling the number of days for which submission history of `RunSubmit` API calls is retained. Lastly, various new JSON files have been added for unit testing, assessing the `RunSubmit` API usages related to different scenarios like dbt task runs, Git source-based job runs, JAR file runs, and more. These tests will aid in identifying and addressing potential compatibility issues with the `RunSubmit` API. * Added group members difference to the output of `validate-groups-membership` cli command ([#995](#995)). The `validate-groups-membership` command has been updated to include a comparison of group memberships at both the account and workspace levels. This enhancement is implemented through the `validate_group_membership` function, which has been updated to calculate the difference in members between the two levels and display it in a new `group_members_difference` column. This allows for a more detailed analysis of group memberships and easily identifies any discrepancies between the account and workspace levels. The corresponding unit test file, "test_groups.py," has been updated to include a new test case that verifies the calculation of the `group_members_difference` value. The functionality of the other commands remains unchanged. The new `group_members_difference` value is calculated as the difference in the number of members in the workspace group and the account group, with a positive value indicating more members in the workspace group and a negative value indicating more members in the account group. The table template in the labs.yml file has also been updated to include the new column for the group membership difference. * Added handling for empty `directory_id` if managed identity encountered during the crawling of StoragePermissionMapping ([#986](#986)). This PR adds a `type` field to the `StoragePermissionMapping` and `Principal` dataclasses to differentiate between service principals and managed identities, allowing `None` for the `directory_id` field if the principal is not a service principal. During the migration to UC storage credentials, managed identities are currently ignored. These changes improve handling of managed identities during the crawling of `StoragePermissionMapping`, prevent errors when creating storage credentials with managed identities, and address issue [#339](#339). The changes are tested through unit tests, manual testing, and integration tests, and only affect the `StoragePermissionMapping` class and related methods, without introducing new commands, workflows, or tables. * Added migration for Azure Service Principals with secrets stored in Databricks Secret to UC Storage Credentials ([#874](#874)). In this release, we have made significant updates to migrate Azure Service Principals with their secrets stored in Databricks Secret to UC Storage Credentials, enhancing security and management of storage access. The changes include: Addition of a new `migrate_credentials` command in the `labs.yml` file to migrate credentials for storage access to UC storage credential. Modification of `secrets.py` to handle the case where a secret has been removed from the backend and to log warning messages for secrets with invalid Base64 bytes. Introduction of the `StorageCredentialManager` and `ServicePrincipalMigration` classes in `credentials.py` to manage Azure Service Principals and their associated client secrets, and to migrate them to UC Storage Credentials. Addition of a new `directory_id` attribute in the `Principal` class and its associated dataclass in `resources.py` to store the directory ID for creating UC storage credentials using a service principal. Creation of a new pytest fixture, `make_storage_credential_spn`, in `fixtures.py` to simplify writing tests requiring Databricks Storage Credentials with Azure Service Principal auth. Addition of a new test file for the Azure integration of the project, including new classes, methods, and test cases for testing the migration of Azure Service Principals to UC Storage Credentials. These improvements will ensure better security and management of storage access using Azure Service Principals, while providing more efficient and robust testing capabilities. * Added permission migration support for feature tables and the root permissions for models and feature tables ([#997](#997)). This commit introduces support for migration of permissions related to feature tables and sets root permissions for models and feature tables. New functions such as `feature_store_listing`, `feature_tables_root_page`, `models_root_page`, and `tokens_and_passwords` have been added to facilitate population of a workspace access page with necessary permissions information. The `factory` function in `manager.py` has been updated to include new listings for models' root page, feature tables' root page, and the feature store for enhanced management and access control of models and feature tables. New classes and methods have been implemented to handle permissions for these resources, utilizing `GenericPermissionsSupport`, `AccessControlRequest`, and `MigratedGroup` classes. Additionally, new test methods have been included to verify feature tables listing functionality and root page listing functionality for feature tables and registered models. The test manager method has been updated to include `feature-tables` in the list of items to be checked for permissions, ensuring comprehensive testing of permission functionality related to these new feature tables. * Added support for serving endpoints ([#990](#990)). In this release, we have made significant enhancements to support serving endpoints in our open-source library. The `fixtures.py` file in the `databricks.labs.ucx.mixins` module has been updated with new classes and functions to create and manage serving endpoints, accompanied by integration tests to verify their functionality. We have added a new listing for serving endpoints in the assessment's permissions crawling, using the `ws.serving_endpoints.list` function and the `serving-endpoints` category. A new integration test, "test_endpoints," has been added to verify that assessments now crawl permissions for serving endpoints. This test demonstrates the ability to migrate permissions from one group to another. The test suite has been updated to ensure the proper functioning of the new feature and improve the assessment of permissions for serving endpoints, ensuring compatibility with the updated `test_manager.py` file. * Expanded end-user documentation with detailed descriptions for workflows and commands ([#999](#999)). The Databricks Labs UCX project has been updated with several new features to assist in upgrading to Unity Catalog, including an assessment workflow that generates a detailed compatibility report for workspace entities, a group migration workflow for upgrading all Databricks workspace assets, and utility commands for managing cross-workspace installations. The Assessment Report now includes a more detailed summary of the assessment findings, table counts, database summaries, and external locations. Additional improvements include expanded workspace group migration to handle potential conflicts with locally scoped group names, enhanced documentation for external Hive Metastore integration, a new debugging notebook, and detailed descriptions of table upgrade considerations, data access permissions, external storage, and table crawler. * Fixed `config.yml` upgrade from very old versions ([#984](#984)). In this release, we've introduced enhancements to the configuration upgrading process for `config.yml` in our open-source library. We've replaced the previous `v1_migrate` class method with a new implementation that specifically handles migration from version 1. The new method retrieves the `groups` field, extracts the `selected` value, and assigns it to the `include_group_names` key in the configuration. The `backup_group_prefix` value from the `groups` field is assigned to the `renamed_group_prefix` key, and the `groups` field is removed, with the version number updated to 2. These changes simplify the code and improve readability, enabling users to upgrade smoothly from version 1 of the configuration. Furthermore, we've added new unit tests to the `test_config.py` file to ensure backward compatibility. Two new tests, `test_v1_migrate_zeroconf` and `test_v1_migrate_some_conf`, have been added, utilizing the `MockInstallation` class and loading the configuration using `WorkspaceConfig`. These tests enhance the robustness and reliability of the migration process for `config.yml`. * Renamed columns in assessment SQL queries to use actual names, not aliases ([#983](#983)). In this update, we have resolved an issue where aliases used for column references in SQL queries caused errors in certain setups by renaming them to use actual names. Specifically, for assessment SQL queries, we have modified the definition of the `is_delta` column to use the actual `table_format` name instead of the alias `format`. This change improves compatibility and enhances the reliability of query execution. As a software engineer, you will appreciate that this modification ensures consistent interpretation of column references across various setups, thereby avoiding potential errors caused by aliases. This change does not introduce any new methods, but instead modifies existing functionality to use actual column names, ensuring a more reliable and consistent SQL query for the `05_0_all_tables` assessment. * Updated groups permissions validation to use Table ACL cluster ([#979](#979)). In this update, the `validate_groups_permissions` task has been modified to utilize the Table ACL cluster, as indicated by the inclusion of `job_cluster="tacl"`. This task is responsible for ensuring that all crawled permissions are accurately applied to the destination groups by calling the `permission_manager.apply_group_permissions` method during the migration state. This modification enhances the validation of group permissions by performing it on the Table ACL cluster, potentially improving performance or functionality. If you are implementing this project, it is crucial to comprehend the consequences of this change on your permissions validation process and adjust your workflows appropriately. Run integration tests only for pull requests ready for review (#1002) Tested on https://github.com/databrickslabs/blueprint Reducing flakiness of create account groups (#1003) Prompt user if Terraform utilised for deploying infrastructure (#1004) Added prompt is_terraform_used and updated the same in the config of WorkspaceInstaller Resolves #393 --------- Co-authored-by: Serge Smertin <259697+nfx@users.noreply.github.com> Update CONTRIBUTING.md (#1005) Closes #850 Fix gitguardian warning caused by "hello world" secret used in unit test (#1010) Replace the plain encoded string by base64.b64encode to mitigate the gitguardian warning. <!-- DOC: Link issue with a keyword: close, closes, closed, fix, fixes, fixed, resolve, resolves, resolved. See https://docs.github.com/en/issues/tracking-your-work-with-issues/linking-a-pull-request-to-an-issue#linking-a-pull-request-to-an-issue-using-a-keyword --> Resolves #.. - [ ] added relevant user documentation - [ ] added new CLI command - [ ] modified existing command: `databricks labs ucx ...` - [ ] added a new workflow - [ ] modified existing workflow: `...` - [ ] added a new table - [ ] modified existing table: `...` <!-- How is this tested? Please see the checklist below and also describe any other relevant tests --> - [ ] manually tested - [ ] added unit tests - [ ] added integration tests - [ ] verified on staging environment (screenshot attached) Create UC external locations in Azure based on migrated storage credentials (#992) Handle widget delete on upgrade platform bug (#1011) Deprecate legacy installer (#1014) <img width="799" alt="image" src="https://github.com/databrickslabs/ucx/assets/259697/2aa5fed6-5734-44c2-87bc-39fbc214d5fa"> Automatically upgrade existing installations to avoid breaking changes (#985) This PR incorporates the work from databrickslabs/blueprint#50, which enables smoother cross-version upgrades. Fix #471 Added missing documentation for `create-uber-principal` command (#1015) Add `migrate-locations` command (#1016) Add cli command `migrate_locations` to create UC external location. <!-- DOC: Link issue with a keyword: close, closes, closed, fix, fixes, fixed, resolve, resolves, resolved. See https://docs.github.com/en/issues/tracking-your-work-with-issues/linking-a-pull-request-to-an-issue#linking-a-pull-request-to-an-issue-using-a-keyword --> - [ ] added relevant user documentation - [ ] added new CLI command - [ ] modified existing command: `databricks labs ucx ...` - [ ] added a new workflow - [ ] modified existing workflow: `...` - [ ] added a new table - [ ] modified existing table: `...` <!-- How is this tested? Please see the checklist below and also describe any other relevant tests --> - [ ] manually tested - [ ] added unit tests - [ ] added integration tests - [ ] verified on staging environment (screenshot attached) Fix document for `migrate-locations` command (#1017) <!-- Summary of your changes that are easy to understand. Add screenshots when necessary --> <!-- DOC: Link issue with a keyword: close, closes, closed, fix, fixes, fixed, resolve, resolves, resolved. See https://docs.github.com/en/issues/tracking-your-work-with-issues/linking-a-pull-request-to-an-issue#linking-a-pull-request-to-an-issue-using-a-keyword --> - [ ] added relevant user documentation - [ ] added new CLI command - [ ] modified existing command: `databricks labs ucx ...` - [ ] added a new workflow - [ ] modified existing workflow: `...` - [ ] added a new table - [ ] modified existing table: `...` <!-- How is this tested? Please see the checklist below and also describe any other relevant tests --> - [ ] manually tested - [ ] added unit tests - [ ] added integration tests - [ ] verified on staging environment (screenshot attached) Make code more readable by enforcing `max-nested-blocks = 3` with `pylint` (#1018) No logic changes, just for readability and to spare code reviewer's sanity. Added AWS S3 support for `migrate-locations` command (#1009) Release v0.15.0 (#1020) * Added AWS S3 support for `migrate-locations` command ([#1009](#1009)). In this release, the open-source library has been enhanced with AWS S3 support for the `migrate-locations` command, enabling efficient and secure management of S3 data. The new functionality includes the identification of missing S3 prefixes and the creation of corresponding roles and policies through the addition of methods `_identify_missing_paths`, `_get_existing_credentials_dict`, and `create_external_locations`. The library now also includes new classes `AwsIamRole`, `ExternalLocationInfo`, and `StorageCredentialInfo` for better handling of AWS-related functionality. Additionally, two new tests, `test_create_external_locations` and `test_create_external_locations_skip_existing`, have been added to ensure the correct behavior of the new AWS-related functionality. The new test function `test_migrate_locations_aws` checks the AWS-specific implementation of the `migrate-locations` command, while `test_missing_aws_cli` verifies the correct error message is displayed when the AWS CLI is not found in the system path. These changes enhance the library's capabilities, improving data security, privacy, and overall performance for users working with AWS S3. * Added `databricks labs ucx create-uber-principal` command to create Azure Service Principal for migration ([#976](#976)). The new CLI command, `databricks labs ucx create-uber-principal`, has been introduced to create an Azure Service Principal (SPN) and grant it STORAGE BLOB READER access on all the storage accounts used by the tables in the workspace. The SPN information is then stored in the UCX cluster policy. A new class, AzureApiClient, has been added to isolate Azure API calls, and unit and integration tests have been included to verify the functionality. This development enhances migration capabilities for Azure workspaces, providing a more streamlined and automated way to create and manage Service Principals, and improves the functionality and usability of the UCX tool. The changes are well-documented and follow the project's coding standards. * Added `migrate-locations` command ([#1016](#1016)). In this release, we've added a new CLI command, `migrate_locations`, to create Unity Catalog (UC) external locations. This command extracts candidates for location creation from the `guess_external_locations` assessment task and checks if corresponding UC Storage Credentials exist before creating the locations. Currently, the command only supports Azure, with plans to add support for AWS and GCP in the future. The `migrate_locations` function is marked with the `ucx.command` decorator and is available as a command-line interface (CLI) command. The pull request also includes unit tests for this new command, which check the environment (Azure, AWS, or GCP) before executing the migration and log a message if the environment is AWS or GCP, indicating that the migration is not yet supported on those platforms. No changes have been made to existing workflows, commands, or tables. * Added handling for widget delete on upgrade platform bug ([#1011](#1011)). In this release, the `_install_dashboard` method in `dashboards.py` has been updated to handle a platform bug that occurred during the deletion of dashboard widgets during an upgrade process (issue [#1011](#1011)). Previously, the method attempted to delete each widget using the `self._ws.dashboard_widgets.delete(widget.id)` command, which resulted in a `TypeError` when attempting to delete a widget. The updated method now includes a try/except block that catches this `TypeError` and logs a warning message, while also tracking the issue under bug ES-1061370. The rest of the method remains unchanged, creating a dashboard with the given name, role, and parent folder ID if no widgets are present. This enhancement improves the robustness of the `_install_dashboard` method by adding error handling for the SDK API response when deleting dashboard widgets, ensuring a smoother upgrade process. * Create UC external locations in Azure based on migrated storage credentials ([#992](#992)). The `locations.py` file in the `databricks.labs.ucx.azure` package has been updated to include a new class `ExternalLocationsMigration`, which creates UC external locations in Azure based on migrated storage credentials. This class takes various arguments, including `WorkspaceClient`, `HiveMetastoreLocations`, `AzureResourcePermissions`, and `AzureResources`. It has a `run()` method that lists any missing external locations in UC, extracts their location URLs, and attempts to create a UC external location with a mapped storage credential name if the missing external location is in the mapping. The class also includes helper methods for generating credential name mappings. Additionally, the `resources.py` file in the same package has been modified to include a new method `managed_identity_client_id`, which retrieves the client ID of a managed identity associated with a given access connector. Test functions for the `ExternalLocationsMigration` class and Azure external locations functionality have been added in the new file `test_locations.py`. The `test_resources.py` file has been updated to include tests for the `managed_identity_client_id` method. A new `mappings.json` file has also been added for tests related to Azure external location mappings based on migrated storage credentials. * Deprecate legacy installer ([#1014](#1014)). In this release, we have deprecated the legacy installer for the UCX project, which was previously implemented as a bash script. A warning message has been added to inform users about the deprecation and direct them to the UCX installation instructions. The functionality of the script remains unchanged, and it still performs tasks such as installing Python dependencies and building Python bindings. The script will eventually be replaced with the `databricks labs install ucx` command. This change is part of issue [#1014](#1014) and is intended to streamline the installation process and improve the overall user experience. We recommend that users update their installation process to the new recommended method as soon as possible to avoid any issues with the legacy installer in the future. * Prompt user if Terraform utilised for deploying infrastructure ([#1004](#1004)). In this update, the `config.py` file has been modified to include a new attribute, `is_terraform_used`, in the `WorkspaceConfig` class. This boolean flag indicates whether Terraform has been used for deploying certain entities in the workspace. Issue [#393](#393) has been addressed with this change. The `WorkspaceInstaller` configuration has also been updated to take advantage of this new attribute, allowing developers to determine if Terraform was used for infrastructure deployment, thereby increasing visibility into the deployment process. Additionally, a new prompt has been added to the `warehouse_type` function to ascertain if Terraform is being utilized for infrastructure deployment, setting the `is_terraform_used` variable to True if it is. This improvement is intended for software engineers adopting this open-source library. * Updated CONTRIBUTING.md ([#1005](#1005)). In this contribution to the open-source library, the CONTRIBUTING.md file has been significantly updated with clearer instructions on how to effectively contibute to the project. The previous command to print the Python path has been removed, as the IDE is now advised to be configured to use the Python interpreter from the virtual environment. A new step has been added, recommending the use of a consistent styleguide and formatting of the code before every commit. Moreover, it is now encouraged to run tests before committing to minimize potential issues during the review process. The steps on how to make a Fork from the ucx repo and create a PR have been updated with links to official documentation. Lastly, the commit now includes information on handling dependency errors that may occur after `git pull`. * Updated databricks-labs-blueprint requirement from ~=0.2.4 to ~=0.3.0 ([#1001](#1001)). In this pull request update, the requirements file, pyproject.toml, has been modified to upgrade the databricks-labs-blueprint package from version ~0.2.4 to ~0.3.0. This update integrates the latest features and bug fixes of the package, including an automated upgrade framework, a brute-forcing approach for handling SerdeError, and enhancements for running nightly integration tests with service principals. These improvements increase the testability and functionality of the software, ensuring its stable operation with service principals during nightly integration tests. Furthermore, the reliability of the test for detecting existing installations has been reinforced by adding a new test function that checks for the correct detection of existing installations and retries the test for up to 15 seconds if they are not. Dependency updates: * Updated databricks-labs-blueprint requirement from ~=0.2.4 to ~=0.3.0 ([#1001](#1001)).
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* Added AWS S3 support for `migrate-locations` command ([#1009](#1009)). In this release, the open-source library has been enhanced with AWS S3 support for the `migrate-locations` command, enabling efficient and secure management of S3 data. The new functionality includes the identification of missing S3 prefixes and the creation of corresponding roles and policies through the addition of methods `_identify_missing_paths`, `_get_existing_credentials_dict`, and `create_external_locations`. The library now also includes new classes `AwsIamRole`, `ExternalLocationInfo`, and `StorageCredentialInfo` for better handling of AWS-related functionality. Additionally, two new tests, `test_create_external_locations` and `test_create_external_locations_skip_existing`, have been added to ensure the correct behavior of the new AWS-related functionality. The new test function `test_migrate_locations_aws` checks the AWS-specific implementation of the `migrate-locations` command, while `test_missing_aws_cli` verifies the correct error message is displayed when the AWS CLI is not found in the system path. These changes enhance the library's capabilities, improving data security, privacy, and overall performance for users working with AWS S3. * Added `databricks labs ucx create-uber-principal` command to create Azure Service Principal for migration ([#976](#976)). The new CLI command, `databricks labs ucx create-uber-principal`, has been introduced to create an Azure Service Principal (SPN) and grant it STORAGE BLOB READER access on all the storage accounts used by the tables in the workspace. The SPN information is then stored in the UCX cluster policy. A new class, AzureApiClient, has been added to isolate Azure API calls, and unit and integration tests have been included to verify the functionality. This development enhances migration capabilities for Azure workspaces, providing a more streamlined and automated way to create and manage Service Principals, and improves the functionality and usability of the UCX tool. The changes are well-documented and follow the project's coding standards. * Added `migrate-locations` command ([#1016](#1016)). In this release, we've added a new CLI command, `migrate_locations`, to create Unity Catalog (UC) external locations. This command extracts candidates for location creation from the `guess_external_locations` assessment task and checks if corresponding UC Storage Credentials exist before creating the locations. Currently, the command only supports Azure, with plans to add support for AWS and GCP in the future. The `migrate_locations` function is marked with the `ucx.command` decorator and is available as a command-line interface (CLI) command. The pull request also includes unit tests for this new command, which check the environment (Azure, AWS, or GCP) before executing the migration and log a message if the environment is AWS or GCP, indicating that the migration is not yet supported on those platforms. No changes have been made to existing workflows, commands, or tables. * Added handling for widget delete on upgrade platform bug ([#1011](#1011)). In this release, the `_install_dashboard` method in `dashboards.py` has been updated to handle a platform bug that occurred during the deletion of dashboard widgets during an upgrade process (issue [#1011](#1011)). Previously, the method attempted to delete each widget using the `self._ws.dashboard_widgets.delete(widget.id)` command, which resulted in a `TypeError` when attempting to delete a widget. The updated method now includes a try/except block that catches this `TypeError` and logs a warning message, while also tracking the issue under bug ES-1061370. The rest of the method remains unchanged, creating a dashboard with the given name, role, and parent folder ID if no widgets are present. This enhancement improves the robustness of the `_install_dashboard` method by adding error handling for the SDK API response when deleting dashboard widgets, ensuring a smoother upgrade process. * Create UC external locations in Azure based on migrated storage credentials ([#992](#992)). The `locations.py` file in the `databricks.labs.ucx.azure` package has been updated to include a new class `ExternalLocationsMigration`, which creates UC external locations in Azure based on migrated storage credentials. This class takes various arguments, including `WorkspaceClient`, `HiveMetastoreLocations`, `AzureResourcePermissions`, and `AzureResources`. It has a `run()` method that lists any missing external locations in UC, extracts their location URLs, and attempts to create a UC external location with a mapped storage credential name if the missing external location is in the mapping. The class also includes helper methods for generating credential name mappings. Additionally, the `resources.py` file in the same package has been modified to include a new method `managed_identity_client_id`, which retrieves the client ID of a managed identity associated with a given access connector. Test functions for the `ExternalLocationsMigration` class and Azure external locations functionality have been added in the new file `test_locations.py`. The `test_resources.py` file has been updated to include tests for the `managed_identity_client_id` method. A new `mappings.json` file has also been added for tests related to Azure external location mappings based on migrated storage credentials. * Deprecate legacy installer ([#1014](#1014)). In this release, we have deprecated the legacy installer for the UCX project, which was previously implemented as a bash script. A warning message has been added to inform users about the deprecation and direct them to the UCX installation instructions. The functionality of the script remains unchanged, and it still performs tasks such as installing Python dependencies and building Python bindings. The script will eventually be replaced with the `databricks labs install ucx` command. This change is part of issue [#1014](#1014) and is intended to streamline the installation process and improve the overall user experience. We recommend that users update their installation process to the new recommended method as soon as possible to avoid any issues with the legacy installer in the future. * Prompt user if Terraform utilised for deploying infrastructure ([#1004](#1004)). In this update, the `config.py` file has been modified to include a new attribute, `is_terraform_used`, in the `WorkspaceConfig` class. This boolean flag indicates whether Terraform has been used for deploying certain entities in the workspace. Issue [#393](#393) has been addressed with this change. The `WorkspaceInstaller` configuration has also been updated to take advantage of this new attribute, allowing developers to determine if Terraform was used for infrastructure deployment, thereby increasing visibility into the deployment process. Additionally, a new prompt has been added to the `warehouse_type` function to ascertain if Terraform is being utilized for infrastructure deployment, setting the `is_terraform_used` variable to True if it is. This improvement is intended for software engineers adopting this open-source library. * Updated CONTRIBUTING.md ([#1005](#1005)). In this contribution to the open-source library, the CONTRIBUTING.md file has been significantly updated with clearer instructions on how to effectively contibute to the project. The previous command to print the Python path has been removed, as the IDE is now advised to be configured to use the Python interpreter from the virtual environment. A new step has been added, recommending the use of a consistent styleguide and formatting of the code before every commit. Moreover, it is now encouraged to run tests before committing to minimize potential issues during the review process. The steps on how to make a Fork from the ucx repo and create a PR have been updated with links to official documentation. Lastly, the commit now includes information on handling dependency errors that may occur after `git pull`. * Updated databricks-labs-blueprint requirement from ~=0.2.4 to ~=0.3.0 ([#1001](#1001)). In this pull request update, the requirements file, pyproject.toml, has been modified to upgrade the databricks-labs-blueprint package from version ~0.2.4 to ~0.3.0. This update integrates the latest features and bug fixes of the package, including an automated upgrade framework, a brute-forcing approach for handling SerdeError, and enhancements for running nightly integration tests with service principals. These improvements increase the testability and functionality of the software, ensuring its stable operation with service principals during nightly integration tests. Furthermore, the reliability of the test for detecting existing installations has been reinforced by adding a new test function that checks for the correct detection of existing installations and retries the test for up to 15 seconds if they are not. Dependency updates: * Updated databricks-labs-blueprint requirement from ~=0.2.4 to ~=0.3.0 ([#1001](#1001)).
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