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Comment: PUBDEV-34

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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 16.1

Gateway 7.7.1-2 with
Storage UI 3.4.1

Elasticsearch 6.8.6

Upgrade in-place to ES 7.5.2

Elasticsearch 7.5.2

Upgrade in-place to future ES version

Swarm 16.1

Gateway 8.0 with
Storage UI 3.5.0

Elasticsearch 7.5.2, 7.17.9

Upgrade in-place to future ES version

Note

Downgrading, even to minor versions, is not supported with Elasticsearch 7.17. But, the earlier versions of Swarm storage, e.g. Swarm 15+ and Gateway 7.8+, will work with Elasticsearch 7.17.9.

The high-level upgrade sequence when upgrading from Swarm 11 or earlier is as follows:

  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 1516 bundle:
    Follow the appropriate column in Upgrade Paths above. The general sequence is:

    1. Upgrade to SCS 1.5.

    2. Upgrade to Swarm Storage 16.1.

    3. Gateway 7.7 is required if upgrading from Elasticsearch 6. Ask support for the RPM. Upgrade to Elasticsearch 7.5.2 temporarily (configure_elasticsearch_with_swarm_search.py --esversion 7.5.2) and then upgrade to the latest Gateway 8.0.2 as Gateway 7.7 is not compatible with Elasticsearch 7.17.

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

    5. Run the latest ES configuration script for an in-place upgrade to the latest Elasticsearch 7.

    6. Upgrade to the latest Gateway 8.0.2. See Upgrading Gateway for upgrading the gateway.

    7. Upgrade to the latest SCS version. See Upgrading to the Latest SCS Version for upgrading SCS.