Preparations for Upgrade

Owned by David Sjölin
Last updated: Sept 05, 2024 by Wei Siong Siow
3 min read

Preparations

Before doing anything to the running installation, the config file for the new installation should be prepared by following these steps:

  1. Retrieve the values.yaml file that you have used previously, or if you want to start from scratch, you extract it from the installation by running these commands:

    helm -n <namespace> get all <helm name> E.g: helm -n uepe get all uepe

    Where uepe is the helm name you have selected for your installation. You will see list similar to the one below.

    helm list NAME NAMESPACE REVISION UPDATED STATUS CHART APP VERSION external-dns uepe 1 2024-05-08 15:27:48.258978207 +0200 CEST deployed external-dns-7.2.0 0.14.1 ingress-nginx uepe 1 2024-05-08 16:18:43.919980224 +0200 CEST deployed ingress-nginx-4.10.0 1.10.0 uepe uepe 3 2024-05-10 14:16:17.724426589 +0200 CEST deployed usage-engine-private-edition-4.0.0 4.0.0

  2. Extract the values manually from the output. Copy the lines below “USER-SUPPLIED VALUES:” and stop at the blank line. Save the copied content to the config file valuesFromSystem.yaml.

  3. Update helm repository to get the latest helm chart versions by running the following command.

    helm repo list helm repo update

  4. Retrieve the new version from the repository by running the following command. Refer to Release Information for the Helm Chart version.

    For example:

  5. Next, check the file CHANGELOG.md inside the created folder to find out what may have changed in the new version when it comes to the values-file.
    If you are uncertain about how to interpret the content of the file, see below for some examples of keys and how to interpret them:

    means that in the values file they should be entered as:

    Each part of the key does not necessarily follow directly after the previous one, but always before any other “parent” on the same level. So in this example of a values.yaml file:

    an example of a key could be debug.log.level.jetty.

  6. Make any necessary updates based on changed field you may be using in the valuesFromSystem.yaml file you got from the existing installation so it matches the new version.

  7. Take note of any fields that have been deprecated or removed since the last version so any configuration of those fields can be replaced.

  8. When you have updated the valuesFromSystem.yaml file you can test it by running this command:

Backup and Database Upgrade

When all the running batch workflows have stopped you should make a backup so that the system can be restored in case of any issues during the upgrade.

Note!

Before proceeding with the backup you must shut down the platform. This is very important since otherwise the backup of the database may become corrupt.

The platform can be shut down in various ways, see examples below.

Examples - Shutting Down the Platform

Option 1

Reduce the number of replicas (under “spec”) to 0 by running the following command:

where uepe is the namespace used.

Option 2

Run this command:

and then this command:

And ensure that the pod platform-0 is no longer present

Rollback

Rollback procedure only be carried out in case user wants to rollback to the previous version. The following steps are performed in rollback.

  1. Restore database backup

  2. Restore file system snapshot

  3. Rollback Usage Engine Private Edition to pre-upgrade version

Rollback Usage Engine Private Edition to pre-upgrade version

To rollback to pre-upgrade version, check the history to see the revision numbers

Rollback to pre-upgrade version with revision <pre-upgrade-revision-number>