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

    1. Upgrade to the latest SCS 1.5version.

    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.