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Table of Contents

Get Products and Docs

  1. Go to the Downloads section on the DataCore Support Portal..
  2. Scroll down and open the Swarm toggle
    • Whenever a new component version is available (such as a new release of Content Gateway), these bundles are updated and the ZIP file name changes to reflect the release date for the bundle.
  3. From the Documentation Archive page, download the PDF specific to your bundle. 

    • The comprehensive PDF that matches all of the components at those versions is uploaded to the Documentation Archive using a filename that includes that same release date for its matching bundle.

    • The Swarm online documentation is continually updated to the current release; because the PDF is a snapshot that is tied to a bundle release, consider it the definitive source for that bundle.
    • Our Support team's searchable Knowledge Base contains both technical articles and the very latest documentation, which might be newer than your installed version. 
  4. Expand your software bundle. In the top-level directory of the bundle, locate and read the README.txt for the version guidance on using the bundle.
  5. Open the PDF you downloaded for your bundle and see the Release Notes for each component, which include upgrade instructions as well as changes and watch items.

...

CSNNo CSN
  1. Run settings checker and review upgrade impacts
  2. Review and address report with Support
  3. Download the CSN Swarm bundle from the Downloads section on the DataCore Support Portal
  4. Upgrade the Storage RPM or run the script (see flowchart)
  5. Select the new Storage version and reboot the cluster to activate it
  6. Standalone Gateway: 
    1. Upgrade Gateway (with Swarm UI, Content UI)
  7. Standalone Elasticsearch: 
    1. Verify that Swarm 12 14 is working (no downgrading after ES goes to 7)
    2. On ES 6, first install the Search and Metrics RPMs.
    3. Run the config script provided, which installs and configures ES 7:
      configure_elasticsearch_with_swarm_search.py
  1. Run settings checker and review upgrade impacts
  2. Review and address report with Support
  3. Download the Swarm bundle from the Downloads section on the DataCore Support Portal
  4. Upgrade Storage (fsimage/kernel files via USB key or PXE server)
  5. Complete required cluster reboot
  6. Standalone Gateway: 
    1. Upgrade Gateway (with Swarm UI, Content UI)
  7. Standalone Elasticsearch: 
    1. Verify that Swarm 12 14 is working (no downgrading after ES goes to 7)
    2. On ES 6, first install the Search and Metrics RPMs.
    3. Run the config script provided, which installs and configures ES 7:
      configure_elasticsearch_with_swarm_search.py

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Upgrading from Unsupported Elasticsearch

...


Swarm 9.6

Gateway 5.4

Elasticsearch 2.3.3

Migration to ES 6.8.6 required
(new cluster and new Search feed)

Swarm 11.3


Gateway 5.4.1

Elasticsearch 2.3.3

Gateway 7.0

Elasticsearch 5.6.12

Elasticsearch 6.8.6

Swarm 1214.0

Gateway 7.1

Elasticsearch 6.8.6

Upgrade in-place to ES 7.5.2
Elasticsearch 7.5.2Upgrade in-place to future ES version

Your high-level upgrade sequence is as follows:

  1. Swarm 11 bundle:

    1. Upgrade Swarm to 11.3, as guided by Support and the Settings Checker report.

    2. Upgrade to Gateway 5.4.1 (if you are using ES 5.6.12, you can upgrade to 7.0, following Upgrading from Gateway 5.x).

    3. Add an Elasticsearch 6 cluster and start a search feed, leaving your old feed as primary (see Migrating from Older Elasticsearch).

    4. When the feed completes, make it primary.
  2. Swarm 12 bundle14 bundle:
    • Follow the appropriate column in Upgrade Paths, above.
      This is the general order:
      1. Upgrade to Swarm 1214.
      2. Upgrade to Gateway 7.1 (from version 5.4.1, follow Upgrading from Gateway 5.x)
      3. Verify Swarm operations (this would be the time to downgrade).
      4. Run the ES config script to upgrade in-place to Elasticsearch 7.