open-consul/website/pages/docs/upgrading/instructions/general-process.mdx

195 lines
6.2 KiB
Plaintext
Raw Normal View History

---
layout: docs
page_title: General Upgrade Process
sidebar_title: General Process
description: >-
Specific versions of Consul may have additional information about the upgrade
process beyond the standard flow.
---
# General Upgrade Process
## Introduction
This document describes some best practices that you should follow when
upgrading Consul. Some versions also have steps that are specific to that
version, so make sure you also review the [upgrade instructions](/docs/upgrading/instructions)
for the version you are on.
## Download the New Version
First, download the binary for the new version you want.
<Tabs>
<Tab heading="Binary">
All current and past versions of the OSS and Enterprise releases are
available here:
- https://releases.hashicorp.com/consul
</Tab>
<Tab heading="Docker">
Docker containers are available at these locations:
- **OSS:** https://hub.docker.com/_/consul
- **Enterprise:** https://hub.docker.com/r/hashicorp/consul-enterprise
</Tab>
<Tab heading="Kubernetes">
If you are using Kubernetes, then please review our documentation for
[Upgrading Consul on Kubernetes](/docs/k8s/operations/upgrading).
</Tab>
</Tabs>
## Prepare for the Upgrade
**1.** Take a snapshot:
```
consul snapshot save backup.snap
```
You can inspect the snapshot to ensure if was successful with:
```
consul snapshot inspect backup.snap
```
Example output:
```
ID 2-1182-1542056499724
Size 4115
Index 1182
Term 2
Version 1
```
This will ensure you have a safe fallback option in case something goes wrong. Store
this snapshot somewhere safe. More documentation on snapshot usage is available here:
- https://www.consul.io/commands/snapshot
- https://learn.hashicorp.com/tutorials/consul/backup-and-restore
**2.** Temporarily modify your Consul configuration so that its [log_level](/docs/agent/options.html#_log_level)
is set to `debug`. After doing this, issue the following command on your servers to
reload the configuration:
```
consul reload
```
This change will give you more information to work with in the event something goes wrong.
## Perform the Upgrade
**1.** Issue the following command to discover which server is currently the leader:
```
consul operator raft list-peers
```
You should receive output similar to this (exact formatting and content may differ based on version):
```
Node ID Address State Voter RaftProtocol
dc1-node1 ae15858f-7f5f-4dcb-b7d5-710fdcdd2745 10.11.0.2:8300 leader true 3
dc1-node2 20e6be1b-f1cb-4aab-929f-f7d2d43d9a96 10.11.0.3:8300 follower true 3
dc1-node3 658c343b-8769-431f-a71a-236f9dbb17b3 10.11.0.4:8300 follower true 3
```
Take note of which agent is the leader.
**2.** Copy the new `consul` binary onto your servers and replace the existing
binary with the new one.
**3.** The following steps must be done in order on the server agents, leaving the leader
agent for last. First force the server agent to leave the cluster with the following command:
```
consul leave
```
Then, use a service management system (e.g., systemd, upstart, etc.) to restart the Consul service. If
you are not using a service management system, you must restart the agent manually.
To validate that the agent has rejoined the cluster and is in sync with the leader, issue the
following command:
```
consul info
```
Check whether the `commit_index` and `last_log_index` fields have the same value. If done properly,
this should avoid an unexpected leadership election due to loss of quorum.
**4.** Double-check that all servers are showing up in the cluster as expected and are on
the correct version by issuing:
```
consul members
```
You should receive output similar to this:
```
Node Address Status Type Build Protocol DC
dc1-node1 10.11.0.2:8301 alive server 1.8.3 2 dc1
dc1-node2 10.11.0.3:8301 alive server 1.8.3 2 dc1
dc1-node3 10.11.0.4:8301 alive server 1.8.3 2 dc1
```
Also double-check the raft state to make sure there is a leader and sufficient voters:
```
consul operator raft list-peers
```
You should receive output similar to this:
```
Node ID Address State Voter RaftProtocol
dc1-node1 ae15858f-7f5f-4dcb-b7d5-710fdcdd2745 10.11.0.2:8300 leader true 3
dc1-node2 20e6be1b-f1cb-4aab-929f-f7d2d43d9a96 10.11.0.3:8300 follower true 3
dc1-node3 658c343b-8769-431f-a71a-236f9dbb17b3 10.11.0.4:8300 follower true 3
```
**5.** Set your `log_level` back to its original value and issue the following command
on your servers to reload the configuration:
```
consul reload
```
## Troubleshooting
Most problems with upgrading occur due to either failing to upgrade the leader agent last,
or failing to wait for a follower agent to fully rejoin a cluster before moving
on to another server. This can cause a loss of quorum and occasionally can result in
all of your servers attempting to kick off leadership elections endlessly without ever
reaching a quorum and electing a leader.
Most of these problems can be solved by following the steps outlined in our
[Outage Recovery](https://learn.hashicorp.com/tutorials/consul/recovery-outage) document.
If you are still having trouble after trying the recovery steps outlined there,
then the following options for further assistance are available:
- OSS users without paid support plans can request help in our [Community Forum](https://discuss.hashicorp.com/c/consul/29)
- Enterprise and OSS users with paid support plans can contact [HashiCorp Support](https://support.hashicorp.com/)
When contacting Hashicorp Support, please include the following information in your ticket:
- Consul version you were upgrading FROM and TO.
- [Debug level logs](/docs/agent/options.html#_log_level) from all servers in the cluster
that you are having trouble with. These should include logs from prior to the upgrade attempt
up through the current time. If your logs were not set at debug level prior to the
upgrade, please include those logs as well. Also, update your config to use debug logs,
and include logs from after that was done.
- Your Consul config files (please redact any secrets).
- Output from `consul members -detailed` and `consul operator raft list-peers` from each
server in your cluster.