> For the complete documentation index, see [llms.txt](https://docs.collibra.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.collibra.com/data-quality-self-hosted/installation/upgrade-data-quality-observability-self-hosted/prepare-your-environment-for-an-upgrade.md).

# Prepare your environment for an upgrade

{% hint style="warning" %}
Data Quality & Observability (self-hosted) 2026.07 and newer require Java 21 and Spark 4.1.0. Data Quality & Observability (self-hosted) 2026.02 through 2026.06 require Java 17 and Spark 4.1.0. For Data Quality & Observability (self-hosted) versions 2025.08 through 2026.01, you must upgrade to Java 17 and Spark 3.5.6. For more information about version compatibility, click "Java and Spark compatibility matrix" below.

<details>

<summary>Java and Spark compatibility matrix</summary>

| Data Quality & Observability (self-hosted) version | Java 11                                                                                                                                                                                                                                           | Java 17                                                                                                                                                                                                                                           | Java 21                                                                                                                                                                                                                                         | Spark versions | Additional notes                                                                                      |
| -------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------- | ----------------------------------------------------------------------------------------------------- |
| 2025.08                                            | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-de45f34193ae06a2b093c2dfb8fb80cfda945166%2Fclose-large%402x.png?alt=media" alt="" data-size="line"> No | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-d06dd40622fc7d030e21f7c0303a90eb28d229fc%2Fok-large%402x.png?alt=media" alt="" data-size="line"> Yes   | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-d06dd40622fc7d030e21f7c0303a90eb28d229fc%2Fok-large%402x.png?alt=media" alt="" data-size="line"> Yes | 3.5.6 only     | Fixes for Java 8 and 11 build profiles will be available only for critical and high-priority defects. |
| 2025.09 through 2026.01                            | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-de45f34193ae06a2b093c2dfb8fb80cfda945166%2Fclose-large%402x.png?alt=media" alt="" data-size="line"> No | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-d06dd40622fc7d030e21f7c0303a90eb28d229fc%2Fok-large%402x.png?alt=media" alt="" data-size="line"> Yes   | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-d06dd40622fc7d030e21f7c0303a90eb28d229fc%2Fok-large%402x.png?alt=media" alt="" data-size="line"> Yes | 3.5.6 only     |                                                                                                       |
| 2026.02 through 2026.06                            | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-de45f34193ae06a2b093c2dfb8fb80cfda945166%2Fclose-large%402x.png?alt=media" alt="" data-size="line"> No | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-d06dd40622fc7d030e21f7c0303a90eb28d229fc%2Fok-large%402x.png?alt=media" alt="" data-size="line"> Yes   | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-d06dd40622fc7d030e21f7c0303a90eb28d229fc%2Fok-large%402x.png?alt=media" alt="" data-size="line"> Yes | 4.1.0 only     |                                                                                                       |
| 2026.07 and newer                                  | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-de45f34193ae06a2b093c2dfb8fb80cfda945166%2Fclose-large%402x.png?alt=media" alt="" data-size="line"> No | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-de45f34193ae06a2b093c2dfb8fb80cfda945166%2Fclose-large%402x.png?alt=media" alt="" data-size="line"> No | <img src="https://4121921244-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWCrP7Albs8DfJjIQxUxw%2Fuploads%2Fgit-blob-d06dd40622fc7d030e21f7c0303a90eb28d229fc%2Fok-large%402x.png?alt=media" alt="" data-size="line"> Yes | 4.1.0 only     |                                                                                                       |

</details>
{% endhint %}

## General preparation

* [Review all release notes](/data-quality-self-hosted/release-notes.md) after the version from which you are upgrading for any changes to critical areas, including:
  * Helm Charts
  * Security updates
  * Property configurations
  * Driver updates
  * API updates
* You have [met the requirements](/data-quality-self-hosted/installation/upgrade-data-quality-observability-self-hosted/upgrade-requirements.md) specific to your deployment type.
* [Create a backup](/data-quality-self-hosted/installation/upgrade-data-quality-observability-self-hosted/prepare-your-environment-for-an-upgrade/create-and-restore-a-backup.md) of your DQ Metastore.

## Gather the artifacts

* [Review the Builds page](/data-quality-self-hosted/builds.md) for any optional drivers you may need (for Cloud Native deployments only).
* Obtain the Helm Charts (for Cloud Native deployments only).

## What's next

* [Create and restore a backup](/data-quality-self-hosted/installation/upgrade-data-quality-observability-self-hosted/prepare-your-environment-for-an-upgrade/create-and-restore-a-backup.md) of your DQ Metastore
* [Upgrade Collibra Data Quality & Observability](/data-quality-self-hosted/installation/upgrade-data-quality-observability-self-hosted/upgrade-collibra-data-quality-observability.md)