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CSN

No 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 Swarm 14 15 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:

      Code Block
      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 Swarm 14 15 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:

      Code Block
      configure_elasticsearch_with_swarm_search.py
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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 1415.10

Gateway 7.7

Elasticsearch 6.8.6

Upgrade in-place to ES 7.5.2Elasticsearch 7.5.2

Upgrade in-place to future ES version

Swarm 14.1

Gateway 7.9

Elasticsearch 7.5.2

Upgrade in-place to future ES version

Swarm 15.0

Gateway 7.10.1

Elasticsearch 7.5.2

Upgrade in-place to future ES version

...

  1. Swarm 11 bundle:

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

    2. Upgrade to Gateway 5.4.1 if currently running Elasticsearch 2.3.3. Upgrade to Gateway 7.0 if currently running Elasticsearch 5.6.12. Refer to Upgrading from Gateway 5.x.

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

      1. Verify the [storage cluster] managementPassword is set properly in the gateway.cfg file if errors are encountered during feed creation. Correct the value and restart the gateway service if a change is needed.

    4. When the feed completes, make it primary.

    5. Upgrade to Gateway 7.0 if currently running Gateway 5.4.1.

    6. Configure gateway.cfg indexerHosts to point to the new Elasticsearch 6 cluster and restart CloudGateway:

      Code Block
      sudo systemctl restart cloudgateway

  2. Swarm 1415 bundle:
    Follow the appropriate column in Upgrade Paths, above. The general sequence is:

    1. Upgrade to Swarm 14SCS 1.4.

    2. Upgrade to Swarm Storage 15.

    3. Upgrade to Gateway 7.7 , the last Gateway version compatible with Elasticsearch 6.8.6 (from version 5.4.1, follow Upgrading from Gateway 5.x). Ask support if Gateway 7.7 RPM is needed.

    4. Verify Swarm operations (this is the time to downgrade).

    5. Run the ES config script to upgrade in-place to Elasticsearch 7.

    Swarm 15 bundle:
    Follow the appropriate column in Upgrade Paths, above

    1. .

    The general sequence is:

    2. Upgrade to SCS 1.4.

    3. Upgrade to Swarm Storage 15.

    4. Upgrade to Gateway Gateway 7.10.1 (from version 5.4.1, follow Upgrading from Gateway 5.x). Ask support if Gateway 7.7 RPM is needed.

    5. Verify Swarm operations (this is the time to downgrade).

    6. Run the ES config script to upgrade in-place to Elasticsearch 7. See Upgrading Gateway for upgrading gateway.