This article summarizes the steps required to upgrade from the victoria release to the wallaby release of openstack.

Prerequisites:

• This documents expects that your cloud is deployed with a recent victoria tag of the ntnuopenstack repository.
• You have a recent mysql backup in case things go south.
• If you want to do a rolling upgrade, the following key should be set in hiera long enough in advance that all hosts have had an puppet-run to apply it:

  • nova::upgrade_level_compute: '5.12'

  • When the upgrade is finished - set this key to '6.0'
  • These version-numbers can be correlated to release-name in the file /usr/lib/python3/dist-packages/nova/compute/rpcapi.py

The recommended order to upgrade the services are listed below:

Keystone

This is the zero downtime approach

Before you begin

• Login to a mysql node, start the mysql CLI, and run set global log_bin_trust_function_creators=1;

Upgrade-steps (start with a single node):

1. Set apache::service_ensure: 'stopped' in hiera for the node that you are upgrading
2. Run puppet with the wallaby modules/tags, run apt-get dist-upgrade, and run puppet again
3. Run keystone-manage doctor and ensure nothing is wrong
4. Run keystone-manage db_sync --expand
   1. Returns nothing
5. Run keystone-manage db_sync --migrate
   1. Returns nothing
6. At this point, you may restart apache2 on this node
   1. Remove the  apache::service_ensure: 'stopped' previously set in hiera.
7. Upgrade keystone on the other nodes, one at a time
   1. Basically run step 1, 2 and 6 on the other nodes
8. When all nodes are upgraded, perform the final DB sync
   1. keystone-manage db_sync --contract

Glance

To upgrade glance without any downtime you would need to follow the following procedure:

1. Select which glance-server to upgrade first.
   1. In the node-specific hiera for this host you should set: glance::api::enabled: false 
2. Run puppet with the wallaby modules/tags, run apt-get dist-upgrade, and run puppet again
3. Run glance-manage db expand
4. Run glance-manage db migrate
5. Remove the glance::api::enable: false from the node-specific hiera, and run puppet again. This would re-start the glance api-server on this host.
   1. Test that this api-server works.
6. Upgrade the rest of the glance hosts (ie; step 2 for each of the remaining glance hosts)
7. Run glance-manage db contract on one of the glance-nodes.

Cinder

To upgrade cinder without any downtime, follow this procedure

1. Add the following three lines to the node-file of the first node you would like to upgrade:
   

   1. apache::service_ensure: 'stopped'

   2. cinder::scheduler::enabled: false

   3. cinder::volume::enabled: false

2. Run puppet with the wallaby modules/tags, run apt-get dist-upgrade, and run puppet again
3. Run cinder-manage db sync && cinder-manage db online_data_migrations
4. Remove the lines added at step 1, re-run puppet, and test that the upgraded cinder version works.
5. Perfom step 2 for the rest of the cinder nodes
6. Delete cinderv2-resources from keystone

   1. openstack endpoint delete $(openstack endpoint list --service cinderv2 -f value -c ID)

   2. openstack service list, and delete the services cinder and cinderv2

Neutron

API-nodes

1. Pick the first node, and run puppet with the wallaby modules/tags, Run apt-get autoremove && apt-get dist-upgrade && apt-get autoremove

2. Run neutron-db-manage upgrade --expand
3. Restart neutron-server.service and rerun puppet
4. Upgrade the rest of the API-nodes (repeating step 1, and 3)
5. Stop all neutron-server processes for a moment, and run:
   
   1. neutron-db-manage upgrade --contract
6. Re-start the neutron-server processes

BGP-agents

Either you simply reinstall the node with wallaby modules/tags; or you follow the following list:

1. Run puppet with the wallaby modules/tags
2. Run apt dist-upgrade
3. Rerun puppet and restart the service
   1. systemctl restart neutron-bgp-dragent.service

   2. or simply reboot

Network-nodes

Either you simply reinstall the node with wallaby modules/tags; or you follow the following list:

1. Run puppet with the wallaby modules/tags
2. Run apt dist-upgrade
3. Rerun puppet and restart the service (or simply reboot the host).
   1. systemctl restart ovsdb-server
   2. systemctl restart neutron-dhcp-agent.service neutron-l3-agent.service neutron-metadata-agent.service neutron-openvswitch-agent.service neutron-ovs-cleanup.service
4. Verify that routers on the node actually work.

Placement

1. Install the first node; either by resintaling it with the wallaby modules/tags, or follow this list:
   1. Run puppet with wallaby modules/tags

   2. Run systemctl stop puppet apache2

   3. Run apt-get purge placement-api placement-common python3-placement && apt-get autoremove && apt-get dist-upgrade
   4. Run puppet again
2. Run placement-manage db sync; placement-manage db online_data_migrations on the new node.
3. upgrade the rest of the nodes, skipping step 2.

Nova

To upgrade nova without any downtime, follow this procedure

Preperations

Before the upgrades can be started it is important that all data from previous nova-releases are migrated to victorias release. This is done like so:

• Run nova-manage db online_data_migrations on an API node. Ensure that it reports that nothing more needs to be done.
• Add nova db-settings to hiera:
  • nova::db::api_database_connection: "mysql+pymysql://nova_api:%{lookup('ntnuopenstack::nova::mysql::password')}@%{lookup('ntnuopenstack::nova::mysql::ip')}/nova_api"
  • nova::db::database_connection: "mysql+pymysql://nova:%{lookup('ntnuopenstack::nova::mysql::password')}@%{lookup('ntnuopenstack::nova::mysql::ip')}/nova"

Nova API

1. In the node-specific hiera, disable the services at the first node you would like to upgrade with the keys

   1. apache::service_ensure: 'stopped'

2. Do one of:
   1. Run puppet with the wallaby modules/tags, Run apt dist-upgrade && apt-get autoremove
   2. Reinstall the node with wallaby modules/tags
3. Run nova-manage api_db sync
4. Run nova-manage db sync
5. Re-enable placement API on the upgraded node:
   
   1. Remove apache::service_ensure: 'stopped' from the upgraded node's hiera file
6. Upgrade the rest of the nodes (basically run step 2)

Nova-services

1. Run puppet with the wallaby modules/tags
2. Run apt dist-upgrade && apt-get autoremove
3. Run puppet and restart services

Heat

The rolling upgrade procedure for heat includes a step where you are supposed to create a new rabbit vhost. I don't want that. Therefore, this is the cold upgrade steps.

1. Set heat::api::enabled: false and heat::engine::enabled: false and heat::api_cfn::enabled: false in hiera to stop all services
2. Do one of:
   1. Run puppet with wallaby modules/tags, Run apt-get update && apt-get dist-upgrade && apt-get autoremove
   2. Reinstall the nodes with wallaby modules/tags
3. Run heat-manage db_sync on one of the api-nodes.

4. Remove the hiera keys that disabled the services and re-run puppet

Barbican

Barbican must be stopped for upgrades, and can thus be performed on all barbican hosts at the same time. It might be an idea to keep one set of hosts stopped at old code in case of the need for a sudden roll-back.

1. Stop all barbican-services by adding the following keys to node-specific hiera, and then make sure to run puppet on the barbican hosts:

   1. barbican::worker::enabled: false

   2. apache::service_ensure: 'stopped'

2. Run puppet with the wallaby modules/tags

3. Run apt dist-upgrade && apt-get autoremove

4. Run barbican-db-manage upgrade

5. Remove barbican::api::max_allowed_secret_in_bytes: 20000 and barbican::api::max_allowed_request_size_in_bytes: 25000 from hiera. The defaults in W is OK, and this is no longer needed.

6. Re-start barbican services by removing the keys added in step 1 and re-run puppet.

Magnum

Magnum must be stopped for upgrades, and can thus be performed on all magnum-hosts at the same time. It might be an idea to keep one set of hosts stopped at old code in case of the need for a sudden roll-back.

1. Stop all magnum-services by adding the following keys to node-specific hiera, and then make sure to run puppet on the magnum hosts:

   1. magnum::conductor::enabled: false

   2. apache::service_ensure: 'stopped'

2. Run puppet with the wallaby modules/tags

3. Run dnf upgrade

4. Run su -s /bin/sh -c "magnum-db-manage upgrade" magnum

5. Re-start magnum services by removing the keys added in step 1 and re-run puppet.

6. Check if a new Fedora CoreOS image is required, and if new public cluster templates should be deployed. I.e to support a newer k8s version

Octavia

Octavia must be stopped for upgrades, and can thus be performed on all octavia-hosts at the same time. It might be an idea to keep one set of hosts stopped at old code in case of the need for a sudden roll-back.

1. Stop all octavia-services by adding the following keys to hiera, and then make sure to run puppet on the octavia hosts:

   1. octavia::housekeeping::enabled: false

   2. octavia::health_manager::enabled: false

   3. octavia::api::enabled: false

   4. octavia::worker::enabled: false

2. Do one of:

   1. Reinstall the node with wallaby modules/tags

   2. Run puppet with the wallaby modules/tags, Run apt-get dist-upgrade && apt-get autoremove, Run puppet

3. Run octavia-db-manage upgrade head


4. Re-start octavia services by removing the keys added in step 1 and re-run puppet.

5. Build a wallaby-based octavia-image and upload to glance. Tag it and make octavia start to replace the amphora.

Horizon

1. Run puppet with the wallaby modules/tags
2. run dnf upgrade

3. Yes this is weird: Login to all memcached servers, and run systemctl restart memcached
   1. This is only necessary when upgrading the first horizon server
4. Run puppet again
5. restart httpd

Compute-nodes

When all APIs etc. are upgraded, it is time to do the same on the compute-nodes. Compute nodes are simple to upgrade:

1. Do one of:
   1. Reinstall the node with wallaby modules/tags
   2. Run puppet with the wallaby modules/tags, Run apt dist-upgrade && apt-get autoremove
2. Reboot the compute-node
   1. When it comes up, see that the storage-interface is up. It it isnt, run a manual puppet-run to fix it.

GPU-nodes

1. Run puppet with the wallaby modules/tags
2. Run apt dist-upgrade && apt autoremove
3. Run puppet again
4. Restart openstack services and openvswitch-services

Finalizing

• Run nova-manage db online_data_migrations on a nova API node. Ensure that it reports that nothing more needs to be done.
• Rotate octavia images.

• Update hiera with nova::upgrade_level_compute: '6.0'