This section details how to upgrade a Swarm license and cluster nodes for non-CSN clusters.
For release-specific guidance, see How to Upgrade Swarm and CSN Upgrades.
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Types of
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Upgrades
A single cluster can contain nodes running mixed versions during the upgrade process and no data conversion between versions is necessary unless noted for a release.
Simple
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Upgrade
The simplest upgrade method is to reboot the entire cluster at once after the software on all USB flash drives or the centralized configuration location has been updated.
Shut down all nodes in the cluster.
Upgrade the software.
Reboot the nodes.
Verify all nodes are healthy.
Rolling
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Upgrade
Restart the nodes one at a time with the new version and allow the cluster to continue serving applications during the upgrade process to upgrade the cluster without scheduling an outage or bringing down the cluster. Objects continue to be fully accessible during the upgrade if stored with at least two replicas. Wait at least 10 seconds between each node reboot to verify each node can properly communicate the rebooting state to the rest of the cluster and verify other cluster nodes do not initiate recovery for the rebooting node if using the rolling upgrade approach.
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Errors
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Preparing for the
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Upgrade
To prepare for the upgrade:
Download the upgraded Swarm software from the Downloads section on the DataCore Support Portal.
Important: Review the
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Swarm Release NotesSwarm Administrationfor upgrade instructions specific to the version downloaded.
Important: Run the Storage Settings Checker and resolve any configuration issues with DataCore Support.
Locate the node configuration data, backup configuration files, and license files.
Prepare the node configuration data on new USB flash drives or on a centralized configuration server.
Verify the health of all cluster nodes.
Schedule an off-line window for the cluster down time.
Review the release notes included with the new boot devices prior to starting the cluster upgrade. The release notes contain information about feature changes, operational differences, and any issues affecting how a storage cluster processes and stores data.
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When upgrading a single node in a cluster, include the clusterSettingsUUID parameter value in the node or cluster configuration file prior to rebooting the node so the settings file can be located after the nodes reboot.
Upgrading the
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Nodes
To upgrade the cluster nodes:
Shut down all cluster nodes (or one at a time for a rolling upgrade).
Install the updated USB flash drives on the PXE boot server.
Reboot all nodes.
Verify the cluster is operating normally.
A simultaneous shutdown of all cluster nodes is the first step in the simple upgrade. The nodes can be rebooted one at a time in a rolling upgrade so the cluster remains online if the cluster cannot be shut down during normal business operations, .
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Initiating the disk recovery process is not a concern if all nodes are shut down within several seconds of each other. Suspending volume recovery may also be chosen from the Setting window on the Swarm Admin Console to prevent recovery from kicking off while nodes reboot in to the new software version.
See the Suspend Setting.
Example
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Shutdown Script
This UNIX shell script demonstrates a method of issuing the shutdown command to all cluster nodes. In this example, all nodes in the cluster are defined in the NODES variable.
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