88 lines
3.8 KiB
Markdown
88 lines
3.8 KiB
Markdown
---
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layout: "guides"
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page_title: "Upgrading Vault - Guides"
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sidebar_current: "guides-upgrading"
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description: |-
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These are general upgrade instructions for Vault for both non-HA and HA
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setups. Please ensure that you also read the version-specific upgrade notes.
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---
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# Upgrading Vault
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These are general upgrade instructions for Vault for both non-HA and HA setups.
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_Please ensure that you also read any version-specific upgrade notes which can be
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found in the sidebar._
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**Always** back up your data before upgrading! Vault does not make
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backwards-compatibility guarantees for its data store. If you need to roll back
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to a previous version of Vault, it is always a good idea to roll back your data
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store as well.
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## Non-HA Installations
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Upgrading non-HA installations of Vault is as simple as replacing the Vault
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binary with the new version and restarting Vault. Any upgrade tasks that can be
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performed for you will be taken care of when Vault is unsealed.
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Always use `SIGINT` or `SIGTERM` to properly shut down Vault.
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Be sure to also read and follow any instructions in the version-specific
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upgrade notes.
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## HA Installations
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This is our recommended upgrade procedure, and the procedure we use internally
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at HashiCorp. However, you should consider how to apply these steps to your
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particular setup since HA setups can differ on whether a load balancer is in
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use, what addresses clients are being given to connect to Vault (standby +
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leader, leader-only, or discovered via service discovery), etc.
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Whatever method you use, you should ensure that you never fail over from a
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newer version of Vault to an older version. Our suggested procedure is designed
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to prevent this.
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Please note that Vault does not support true zero-downtime upgrades, but with
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proper upgrade procedure the downtime should be very short (a few hundred
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milliseconds to a second depending on how the speed of access to the storage
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backend).
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Perform these steps on each standby:
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1. Properly shut down Vault on the standby node via `SIGINT` or `SIGTERM`
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2. Replace the Vault binary with the new version
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3. Start the standby node
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4. Unseal the standby node
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At this point all standby nodes will be upgraded and ready to take over. The
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upgrade will not be complete until one of the upgraded standby nodes takes over
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active duty. To do this:
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1. Properly shut down the remaining (active) node. Note: it is _**very
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important**_ that you shut the node down properly. This causes the HA lock to
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be released, allowing a standby node to take over with a very short delay.
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If you kill Vault without letting it release the lock, a standby node will
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not be able to take over until the lock's timeout period has expired. This
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is backend-specific but could be ten seconds or more.
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2. Replace the Vault binary with the new version; ensure that `mlock()` capability is added to the new binary with [setcap](https://www.vaultproject.io/docs/configuration/index.html#disable_mlock)
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3. Start the node
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4. Unseal the node (it will now be a standby)
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Internal upgrade tasks will happen after one of the upgraded standby nodes
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takes over active duty.
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Be sure to also read and follow any instructions in the version-specific
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upgrade notes.
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## Replication Installations
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-> **Note:** Prior to any upgrade, be sure to also read and follow any instructions in the version-specific
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upgrade notes which are found in the navigation menu for this documentation.
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Upgrading installations of Vault which participate in [Enterprise Replication](/docs/enterprise/replication/index.html) requires the following basic order of operations:
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- **Upgrade the replication secondary instances first** using appropriate guidance from the previous sections depending on whether each secondary instance is Non-HA or HA
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- Verify functionality of each secondary instance after upgrading
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- When satisfied with functionality of upgraded secondary instances, upgrade the primary instance
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