180 lines
8.3 KiB
Markdown
180 lines
8.3 KiB
Markdown
---
|
|
stage: Enablement
|
|
group: Distribution
|
|
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
|
|
---
|
|
|
|
# Create a GitLab upgrade plan **(FREE SELF)**
|
|
|
|
This document serves as a guide to create a strong plan to upgrade a self-managed
|
|
GitLab instance.
|
|
|
|
General notes:
|
|
|
|
- If possible, we recommend you test out the upgrade in a test environment before
|
|
updating your production instance. Ideally, your test environment should mimic
|
|
your production environment as closely as possible.
|
|
- If [working with Support](https://about.gitlab.com/support/scheduling-live-upgrade-assistance.html)
|
|
to create your plan, share details of your architecture, including:
|
|
- How is GitLab installed?
|
|
- What is the operating system of the node?
|
|
(check [OS versions that are no longer supported](../administration/package_information/supported_os.md#os-versions-that-are-no-longer-supported) to confirm that later updates are available).
|
|
- Is it a single-node or a multi-node setup? If multi-node, share any architectural details about each node with us.
|
|
- Are you using [GitLab Geo](../administration/geo/index.md)? If so, share any architectural details about each secondary node.
|
|
- What else might be unique or interesting in your setup that might be important for us to understand?
|
|
- Are you running into any known issues with your current version of GitLab?
|
|
|
|
## Pre-upgrade and post-upgrade checks
|
|
|
|
Immediately before and after the upgrade, perform the pre-upgrade and post-upgrade checks
|
|
to ensure the major components of GitLab are working:
|
|
|
|
1. [Check the general configuration](../administration/raketasks/maintenance.md#check-gitlab-configuration):
|
|
|
|
```shell
|
|
sudo gitlab-rake gitlab:check
|
|
```
|
|
|
|
1. Confirm that encrypted database values [can be decrypted](../administration/raketasks/doctor.md#verify-database-values-can-be-decrypted-using-the-current-secrets):
|
|
|
|
```shell
|
|
sudo gitlab-rake gitlab:doctor:secrets
|
|
```
|
|
|
|
1. In GitLab UI, check that:
|
|
- Users can log in.
|
|
- The project list is visible.
|
|
- Project issues and merge requests are accessible.
|
|
- Users can clone repositories from GitLab.
|
|
- Users can push commits to GitLab.
|
|
|
|
1. For GitLab CI/CD, check that:
|
|
- Runners pick up jobs.
|
|
- Docker images can be pushed and pulled from the registry.
|
|
|
|
1. If using Geo, run the relevant checks on the primary and each secondary:
|
|
|
|
```shell
|
|
sudo gitlab-rake gitlab:geo:check
|
|
```
|
|
|
|
1. If using Elasticsearch, verify that searches are successful.
|
|
|
|
If in any case something goes wrong, see [how to troubleshoot](#troubleshooting).
|
|
|
|
## Rollback plan
|
|
|
|
It's possible that something may go wrong during an upgrade, so it's critical
|
|
that a rollback plan be present for that scenario. A proper rollback plan
|
|
creates a clear path to bring the instance back to its last working state. It is
|
|
comprised of a way to back up the instance and a way to restore it.
|
|
|
|
### Back up GitLab
|
|
|
|
Create a backup of GitLab and all its data (database, repos, uploads, builds,
|
|
artifacts, LFS objects, registry, pages). This is vital for making it possible
|
|
to roll back GitLab to a working state if there's a problem with the upgrade:
|
|
|
|
- Create a [GitLab backup](../raketasks/backup_restore.md).
|
|
Make sure to follow the instructions based on your installation method.
|
|
Don't forget to back up the [secrets and configuration files](../raketasks/backup_restore.md#storing-configuration-files).
|
|
- Alternatively, create a snapshot of your instance. If this is a multi-node
|
|
installation, you must snapshot every node.
|
|
**This process is out of scope for GitLab Support.**
|
|
|
|
### Restore GitLab
|
|
|
|
To restore your GitLab backup:
|
|
|
|
- Before restoring, make sure to read about the
|
|
[prerequisites](../raketasks/backup_restore.md#restore-gitlab), most importantly,
|
|
the versions of the backed up and the new GitLab instance must be the same.
|
|
- [Restore GitLab](../raketasks/backup_restore.md#restore-gitlab).
|
|
Make sure to follow the instructions based on your installation method.
|
|
Confirm that the [secrets and configuration files](../raketasks/backup_restore.md#storing-configuration-files) are also restored.
|
|
- If restoring from a snapshot, know the steps to do this.
|
|
**This process is out of scope for GitLab Support.**
|
|
|
|
## Upgrade plan
|
|
|
|
For the upgrade plan, start by creating an outline of a plan that best applies
|
|
to your instance and then upgrade it for any relevant features you're using.
|
|
|
|
- Generate an upgrade plan by reading and understanding the relevant documentation:
|
|
- upgrade based on the installation method:
|
|
- [Linux package (Omnibus)](index.md#linux-packages-omnibus-gitlab)
|
|
- [Compiled from source](index.md#installation-from-source)
|
|
- [Docker](index.md#installation-using-docker)
|
|
- [Helm Charts](index.md#installation-using-helm)
|
|
- [Zero-downtime upgrades](zero_downtime.md) (if possible and desired)
|
|
- [Convert from GitLab Community Edition to Enterprise Edition](package/convert_to_ee.md)
|
|
- What version should you upgrade to:
|
|
- [Determine what upgrade path](index.md#upgrade-paths) to follow.
|
|
- Account for any [version-specific update instructions](index.md#version-specific-upgrading-instructions).
|
|
- Account for any [version-specific changes](package/index.md#version-specific-changes).
|
|
- Check the [OS compatibility with the target GitLab version](../administration/package_information/supported_os.md).
|
|
- Due to background migrations, plan to pause any further upgrades after upgrading
|
|
to a new major version.
|
|
[All migrations must finish running](index.md#checking-for-background-migrations-before-upgrading)
|
|
before the next upgrade.
|
|
- If available in your starting version, consider
|
|
[turning on maintenance mode](../administration/maintenance_mode/) during the
|
|
upgrade.
|
|
- About PostgreSQL:
|
|
- On the top bar, select **Menu > Admin**, and look for the version of
|
|
PostgreSQL you are using.
|
|
If [a PostgreSQL upgrade is needed](../administration/package_information/postgresql_versions.md),
|
|
account for the relevant
|
|
[packaged](https://docs.gitlab.com/omnibus/settings/database.html#upgrade-packaged-postgresql-server)
|
|
or [non-packaged](https://docs.gitlab.com/omnibus/settings/database.html#upgrade-a-non-packaged-postgresql-database) steps.
|
|
|
|
### Additional features
|
|
|
|
Apart from all the generic information above, you may have enabled some features
|
|
that require special planning.
|
|
|
|
Feel free to ignore sections about features that are inapplicable to your setup,
|
|
such as Geo, external Gitaly, or Elasticsearch.
|
|
|
|
#### External Gitaly
|
|
|
|
If you're using an external Gitaly server, it must be upgraded to the newer
|
|
version prior to upgrading the application server.
|
|
|
|
#### Geo
|
|
|
|
If you're using Geo:
|
|
|
|
- Review [Geo upgrade documentation](../administration/geo/replication/updating_the_geo_nodes.md).
|
|
- Read about the [Geo version-specific update instructions](../administration/geo/replication/version_specific_updates.md).
|
|
- Review Geo-specific steps when [updating the database](https://docs.gitlab.com/omnibus/settings/database.html#upgrading-a-geo-instance).
|
|
- Create an upgrade and rollback plan for _each_ Geo node (primary and each secondary).
|
|
|
|
#### Runners
|
|
|
|
After updating GitLab, upgrade your runners to match
|
|
[your new GitLab version](https://docs.gitlab.com/runner/#gitlab-runner-versions).
|
|
|
|
#### Elasticsearch
|
|
|
|
After updating GitLab, you may have to upgrade
|
|
[Elasticsearch if the new version breaks compatibility](../integration/elasticsearch.md#version-requirements).
|
|
Updating Elasticsearch is **out of scope for GitLab Support**.
|
|
|
|
## Troubleshooting
|
|
|
|
If anything doesn't go as planned:
|
|
|
|
- If time is of the essence, copy any errors and gather any logs to later analyze,
|
|
and then [roll back to the last working version](#rollback-plan). You can use
|
|
the following tools to help you gather data:
|
|
- [`gitlabsos`](https://gitlab.com/gitlab-com/support/toolbox/gitlabsos) if
|
|
you installed GitLab using the Linux package or Docker.
|
|
- [`kubesos`](https://gitlab.com/gitlab-com/support/toolbox/kubesos/) if
|
|
you installed GitLab using the Helm Charts.
|
|
- For support:
|
|
- [Contact GitLab Support](https://support.gitlab.com/hc) and,
|
|
if you have one, your Technical Account Manager.
|
|
- If [the situation qualifies](https://about.gitlab.com/support/#definitions-of-support-impact)
|
|
and [your plan includes emergency support](https://about.gitlab.com/support/#priority-support),
|
|
create an emergency ticket.
|