Collate 2.0 retires the thread-backed collaboration model, replaces the Explore experience, deletes
the legacy agent apps in favor of AI Automations, consolidates LLM and embedding configuration into
one block, and reshapes several API contracts.This section lists every change that can break an existing client, script, deployment, or user
workflow, grouped by component so you only have to read the parts that apply to you.
Take a full database backup before upgrading. The 2.0.0 migration renames thread_entity, adds more
than 15 new tables, deletes the three legacy agent applications, and rewrites application,
service-connection and tag rows in place. There is no automated downgrade.
These are not 2.0 breaking changes, but they change what you should build on now.
Airflow as the internal orchestrator is deprecated and will be removed in a future release. The
native Kubernetes Orchestrator, released in 1.12, is its replacement. Existing Airflow-based
deployments keep working in 2.0 but should plan a migration.
Great Expectations 0.x is no longer supported. 2.0 requires Great Expectations 1.3 or later. See
Ingestion & Connectors.
Search scripts, dashboards, Terraform, and CI jobs for /v1/suggestions, /v1/feed,
/v1/agents/abilities, search_after=, pipelineStatuses and recreateIndex.
2
Port your LLM configuration
The elasticsearch.naturalLanguageSearch.* provider blocks no longer exist. Move them to
llmConfiguration before you upgrade, set LLM_ENABLED/LLM_PROVIDER, and review
hybridSearch.semanticScoreThreshold (default changes to 0.7) — otherwise semantic search
silently degrades to a no-op provider.
3
Update Databricks Pipeline YAML
Change token: dapi... to authType: { token: dapi... } in any external ingestion YAML. Stored
service configurations migrate automatically; YAML files do not.
4
Record your agent app configuration and reissue bot tokens
The Documentation, Tier, and Quality agent apps are deleted during the upgrade — note their
filters and schedules. Reissue any token built against CollateAIApplicationBot,
CollateAIQualityAgentApplicationBot or CollateAITierAgentApplicationBot against
AIAutomationApplicationBot before upgrading.
5
Check entity names for newly invalid characters
>, " and ASCII control characters are rejected by name validation in 2.0.
6
Back up the database and run the upgrade
Expect data migrations for suggestions and thread tasks into the Task entity, system feed threads
into the Activity Stream, and announcements into their own entity.
7
Allow a full search reindex
Reindexing in 2.0 always recreates the index. There is no incremental mode.
8
Re-enable your migrated automations and Slack receivers
Open AI Automations, find the entries suffixed (migrated), review the carried-over filter,
then enable and schedule each one. Legacy webhook-URL Slack receivers are not migrated —
re-enter them in the AI Automations UI.
9
Review AI Dashboard and chart visibility
Every dashboard is set to Public on upgrade to preserve access; restrict the ones that shouldn’t
be org-wide. Review any AI chart split across multiple dashboards.
10
Add cardinality distribution to the profiler if you need it
It’s no longer part of the default profiler agent configuration — add it back explicitly if the
Analytics Agent or other tooling relies on distinct-value data.
11
Audit alerts with an entity name filter
Filter matching is now literal, not regular-expression, and thread events are scoped to the
entity they’re about. Widen or remove filters if an alert goes quiet after upgrading.
12
Allow-list the Chrome plugin's callback URI
Add the full callback URI (https://<extension-id>.chromiumapp.org/auth0) to
additionalTrustedRedirectUris, or the plugin won’t complete login.
13
Rebuild custom ingestion images and connectors
Ingestion moves to Python 3.12. cp310 wheels will not load. Migrate the great-expectations
plugin from 0.x to ~=1.3 if you use it.
14
Remove shell-access steps for Hybrid Runner and AI Platform pods
Both images are now distroless. Move any operational playbook that used kubectl exec to logs,
metrics or kubectl debug.
The 2.0.0 upgrade covers the following version and specification range.
From
Collate 1.13 line (1.13.0–1.13.4)
To
Collate 2.0.0
Platform REST surface
208 endpoints added, 10 removed
Collate REST surface
76 endpoints added, 47 removed
Schema spec
86 new schema files, 107 modified, 3 removed
Where this guide names a file, environment variable, package, or HTTP header, it uses the literal
identifier as it appears in the product, for example openmetadata.yaml, openmetadata-ingestion or
/api/v1/. Those names are unchanged in 2.0.
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