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Incorporate changes from engineering review

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Joel Watson 2020-09-18 15:18:46 -05:00
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10
website/pages/docs/upgrading/index.mdx
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@ -47,11 +47,11 @@ Consul is A, and version B is released.
## Large Version Jumps
Operating a Consul datacenter that is multiple major versions behind the current major version can increase the risk incured during
upgrades. We encourage our customers to remain no more than two major versions behind
(i.e., if 1.8.x is the current release, do not use versions older than 1.6.x).
If you find yourself in a situation
where you are many major versions behind, and need to upgrade, please review our
Operating a Consul datacenter that is multiple major versions behind the current major
version can increase the risk incurred during upgrades. We encourage our users to
remain no more than two major versions behind (i.e., if 1.8.x is the current release,
do not use versions older than 1.6.x). If you find yourself in a situation where you
are many major versions behind, and need to upgrade, please review our
[Upgrade Instructions page](/docs/upgrading/instructions) for information on
how to perform those upgrades.

52
website/pages/docs/upgrading/instructions/general-process.mdx
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@ -76,8 +76,14 @@ this snapshot somewhere safe. More documentation on snapshot usage is available
- 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 `consul reload` command on your servers. This will
give you more information to work with in the event something goes wrong.
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
@ -101,16 +107,25 @@ 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.** Perform a rolling restart of Consul on your servers, leaving the leader agent
for last. Only restart one server at a time. After restarting each server, validate
that it has rejoined the cluster and is in sync with the leader by issuing the `consul info` command,
and checking 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.
**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:
~> It is important to issue a `consul leave` command on each server node when shutting
Consul down. Make sure your service management system (e.g., systemd, upstart, etc.) is
performing that action. If not, make sure you do it manually or you _will_ end up in a
bad cluster state.
```
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:
@ -143,13 +158,17 @@ dc1-node2 20e6be1b-f1cb-4aab-929f-f7d2d43d9a96 10.11.0.3:8300 follower true
dc1-node3 658c343b-8769-431f-a71a-236f9dbb17b3 10.11.0.4:8300 follower true 3
```
**5.** Set your `log_level` back to what you had it at prior to the upgrade and issue
`consul reload` again.
**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 due to failing to wait for a follower agent to fully rejoin a cluster before moving
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.
@ -157,13 +176,12 @@ 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 these options for further assistance are available:
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/)
If you end up contacting support, please make sure you include the following information
in your support ticket:
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

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website/pages/docs/upgrading/instructions/index.mdx
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@ -9,7 +9,7 @@ description: >-
# Upgrade Instructions
This document is intended to help customers who find themselves many versions behind to upgrade safely.
This document is intended to help users who find themselves many versions behind to upgrade safely.
Our recommended upgrade path is moving from version 0.8.5 to 1.2.4 to 1.6.9 to the current version. To get
started, you will want to choose the version you are currently on below and then follow the instructions
until you are on the latest version. The upgrade guides will mention notable changes and link to relevant
@ -31,4 +31,7 @@ To get instructions for your upgrade, please choose the release series you are _
- [1.6.x](/docs/upgrading/instructions/upgrade-to-1-8-x)
- [1.7.x](/docs/upgrading/instructions/upgrade-to-1-8-x)
If you are using <= 0.7.x, please [contact support](https://support.hashicorp.com) for assistance.
If you are using <= 0.7.x, please contact support for assistance:
- 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/)

2
website/pages/docs/upgrading/instructions/upgrade-to-1-6-x.mdx
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@ -56,7 +56,7 @@ Two very notable items are:
## Procedure
**1.** Check replication status in DC1 by issuing the following curl command from a
**1.** Check the replication status of the primary datacenter (DC1) by issuing the following curl command from a
consul server in that DC:
```shell