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Upgrading

This is a guide for upgrading the Mender Server in production environments. In general updating is only supported between connected minor versions, and latest minor to next major version, and this guide reflects this. Both the Open Source and Enterprise editions can be upgraded using this guide, but both the old and the new version must be the same type of server, either both Open Source, or both Enterprise.

If you are looking to upgrade from Open Source to Enterprise, please visit the section on upgrading from Open Source to Enterprise.

The upgrade procedure involves some downtime.

Prerequisites

It is assumed that the installation was performed following the steps in the Production installation guide. That means that you currently have:

  • a local git repository based on mender-integration
  • a branch with your production overrides
  • all configuration overrides committed to your production branch

As a good engineering practice, it is advisable to perform the upgrade on a staging environment first. This will allow you to discover potential problems and allow to exercise the procedure in a safe manner.

Production installation is largely based on using git and Mender integration repository. This is the reason why the upgrade procedure follows a regular git workflow with branching, pulling remote changes and merging locally.

Backing up existing data

Before upgrading it is advisable to backup existing data and volumes. Consult the MongoDB and Docker manuals for the necessary steps.

The Backup and restore chapter provides examples and introduces example tools provided in Mender integration repository.

Cleaning up the deviceauth database after device decommissioning.

Before upgrading it is advisable to clean up any leftover devices from the deviceauth database. These can sometimes happen due to device decommissioning. You can find instructions on how to clean up the deviceauth database in the Troubleshooting chapter.

Updating your local repository

The first step is to upgrade your local repository by pulling changes from the Mender integration repository. This can be achieved by running git remote update origin.

git fetch origin --tags
Fetching origin  
remote: Counting objects: 367, done.  
remote: Compressing objects: 100% (31/31), done.  
remote: Total 367 (delta 134), reused 122 (delta 122), pack-reused 214  
Receiving objects: 100% (367/367), 83.55 KiB | 0 bytes/s, done.  
Resolving deltas: 100% (214/214), completed with 42 local objects.  
From https://github.com/mendersoftware/integration  
   02cd118..75b7831  2.0.x      -> origin/2.0.x
   06f3212..e9e5df4  master     -> origin/master  

For each release there will be a corresponding release branch. For example, the branch named 2.0.x provides the 2.0 release setup. Stable releases are tagged, e.g. 2.0.1.

Recall from the production installation guide that our local setup was introduced in a branch that was created from given release version. You can use git commands such as git log and git diff to review the changes introduced in upstream branch. For example:

# to list differences between current HEAD and remote branch
git log HEAD..origin/2.0.x
# to list differences between current HEAD and stable tag
git log HEAD..master

The most important thing to review is the diff between our production template version and the version present in the repository. For a patch release there should be none, or just some minor changes. However, when there is a minor/major release, one can expect the diff to be larger. Example:

# while at the root of repository
user@local$ git diff HEAD..master -- template

Upgrading our local production branch is performed by issuing a git merge command, like this:

git merge master
Merge made by the 'recursive' strategy.
 .travis.yml            | 16 ++++++++++++++++
 tests/run.sh           |  4 ++--
 update                 |  1 -
 verify-docker-versions | 29 ++++++++++++++++++++---------
 4 files changed, 38 insertions(+), 12 deletions(-)

Since your local changes are kept in git, it is possible to tag your production version or branch to create pre-merge branches that can be tested in a staging environment.

Starting upgraded environment

Once the changes are merged, you can recreate the containers.

First, pull in new container images:

./run pull
Pulling mender-mongo (mongo:3.4)...  
3.4: Pulling from library/mongo  
Digest: sha256:e5a4f6caf4fb6773e41292b56308ed427692add67ffd7c655fdf11a78a72df4e  
Status: Image is up to date for mongo:3.4  
Pulling minio (mendersoftware/minio:RELEASE.2016-12-13T17-19-42Z)...  
RELEASE.2016-12-13T17-19-42Z: Pulling from mendersoftware/minio  
Digest: sha256:0ded6733900e6e09760cd9a7c79ba4981dea6f6b142352719f7a4157b4a3352d  
Status: Image is up to date for mendersoftware/minio:RELEASE.2016-12-13T17-19-42Z  
...  
Pulling mender-device-auth (mendersoftware/deviceauth:master)...  
master: Pulling from mendersoftware/deviceauth  
Digest: sha256:07ed10f6fdee40df1de8e10efc3115cb64b0c190bcf5bcd194b9f34086396058  
Status: Image is up to date for mendersoftware/deviceauth:master  
Pulling mender-gui (mendersoftware/gui:master)...  
master: Pulling from mendersoftware/gui  
Digest: sha256:af2d2349f27dd96ca21940672aa3a91335b17153f8c7ef2ca865a9a7fdf2fd22  
Status: Image is up to date for mendersoftware/gui:master  
Pulling mender-api-gateway (mendersoftware/api-gateway:master)...  
master: Pulling from mendersoftware/api-gateway  
Digest: sha256:0a2033a57f88afc38253a45301c83484e532047d75858df95d46c12b48f1f2f8  
Status: Image is up to date for mendersoftware/api-gateway:master````  

Then stop and remove existing containers:

Stopping the containers will make the Mender Server temporarily unavailable to devices and users.

./run stop
Stopping menderproduction_mender-api-gateway_1 ... done
Stopping menderproduction_mender-inventory_1 ... done
Stopping menderproduction_mender-deployments_1 ... done
Stopping menderproduction_mender-device-auth_1 ... done
Stopping menderproduction_mender-useradm_1 ... done
Stopping menderproduction_storage-proxy_1 ... done
Stopping menderproduction_mender-mongo_1 ... done
Stopping menderproduction_mender-gui_1 ... done
Stopping menderproduction_minio_1 ... done

All system data is kept in named Docker volumes. Removing containers does not affect volumes.

./run rm
Going to remove menderproduction_mender-api-gateway_1, ...
Are you sure? [yN] y
Removing menderproduction_mender-api-gateway_1 ... done
Removing menderproduction_mender-inventory_1 ... done
Removing menderproduction_mender-deployments_1 ... done
Removing menderproduction_mender-device-auth_1 ... done
Removing menderproduction_mender-useradm_1 ... done
Removing menderproduction_storage-proxy_1 ... done
Removing menderproduction_mender-mongo_1 ... done
Removing menderproduction_mender-gui_1 ... done
Removing menderproduction_minio_1 ... done

Start the new environment:

./run up -d
Creating menderproduction_mender-mongo_1
Creating menderproduction_minio_1
Creating menderproduction_mender-gui_1
Creating menderproduction_mender-useradm_1
Creating menderproduction_mender-deployments_1
Creating menderproduction_storage-proxy_1
Creating menderproduction_mender-device-auth_1
Creating menderproduction_mender-inventory_1
Creating menderproduction_mender-api-gateway_1

Upgrading Mender Clients

The Mender Client binary is built into the root file system, so it can be upgraded by fetching the sources when building a Yocto Project image.

Older Mender clients do not support newer versions of the Mender Artifact format; they will abort the deployment. You can build older versions of the Mender Artifact format to upgrade older Mender clients. See Write a new Artifact for an introduction how to do this.

Closing notes

Since the production repository is versioned in git, it is possible to use git tools and apply typical git workflows, such as pushing, pulling, branching, etc.

Pushing and pulling to/from a company hosted git repository is a great way to share configuration between staging and production environments. A configuration can be validated in a staging environment as relevant changes are committed and pushed to the repository. Once they are validated, a production environment can pull the changes and apply them locally.