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## Performing a Rolling Upgrade of a Cluster

The following table lists the tasks to upgrade to Oracle Solaris Cluster 4.1 software or to a 4.1 SRU. By default, all Oracle Solaris packages are automatically upgraded.

Table 4-1 Task Map: Performing a Rolling Upgrade to Oracle Solaris Cluster 4.1 Software

Task | Instructions
--- | ---
1. Read the upgrade requirements and restrictions. | Upgrade Requirements and Software Support Guidelines
2. If failover zones of brand type `solaris` are configured in the cluster, upgrade the failover zones. | Upgrading Failover Zones
3. If a quorum server is used, upgrade the Quorum Server software. | How to Upgrade Quorum Server Software
4. On one node of the cluster, move resource groups and device groups to another cluster node, and ensure that shared data and system disks are backed up. | How to Prepare a Cluster Node for Upgrade (Rolling Upgrade)
5. Upgrade the cluster node Oracle Solaris Cluster 4.1 framework, data service, and Geographic Edition software. If necessary, upgrade applications that support alternate boot environments. | How to Upgrade the Software (Rolling Upgrade)
6. Repeat Tasks 3 through 4 on each remaining node to upgrade. |
7. Use the `scversions` command to commit the cluster to the upgrade. | How to Commit the Upgraded Cluster
8. Verify successful completion of upgrade to Oracle Solaris Cluster 4.1 software. | How to Verify the Upgrade
9. Enable resources and bring resource groups online. Migrate existing resources to new resource types. If necessary, upgrade applications that do not support alternate boot environments. | How to Finish the Upgrade

## How to Upgrade Quorum Server Software

If the cluster uses a quorum server, upgrade the Quorum Server software on the quorum server before you upgrade the cluster.

Note - If more than one cluster uses the quorum server, perform these steps for each of those clusters.

Perform all steps as the `root` role on the cluster and on the quorum server.

1. If the cluster has two nodes and the quorum server is the cluster's only quorum device, temporarily add a second quorum device.

   See Adding a Quorum Device in Oracle Solaris Cluster System Administration Guide.

   If you add another quorum server as a temporary quorum device, the quorum server can run the same software version as the quorum server that you are upgrading, or it can run the 4.1 version of Quorum Server software.

2. Unconfigure the quorum server from each cluster that uses the quorum server.

       phys-schost# clquorum remove quorumserver

3. From the quorum server to upgrade, verify that the quorum server no longer serves any cluster.

       quorumserver# clquorumserver show +

   If the output shows any cluster is still served by the quorum server, unconfigure the quorum server from that cluster. Then repeat this step to confirm that the quorum server is no longer configured with any cluster.

   Note - If you have unconfigured the quorum server from a cluster but the `clquorumserver show` command still reports that the quorum server is serving that cluster, the command might be reporting stale configuration information. See Cleaning Up Stale Quorum Server Cluster Information in Oracle Solaris Cluster System Administration Guide.

4. From the quorum server to upgrade, halt all quorum server instances.

       quorumserver# clquorumserver stop +

5. Uninstall the Quorum Server software from the quorum server to upgrade.

       quorumserver# pkg uninstall ha-cluster/*

6. (Optional) Clean up or remove the quorum server directories.

   By default, this directory is `/var/scqsd`.

7. Install the Oracle Solaris Cluster 4.1 Quorum Server software, reconfigure the quorum server, and start the quorum server daemon.

   Follow the steps in How to Install and Configure Oracle Solaris Cluster Quorum Server Software in Oracle Solaris Cluster Software Installation Guide for installing the Quorum Server software.

8. From a cluster node, configure the upgraded quorum server as a quorum device.

   Follow the steps in How to Configure Quorum Devices in Oracle Solaris Cluster Software Installation Guide.

9. If you configured a temporary quorum device, unconfigure it.

       phys-schost# clquorum remove tempquorum

## How to Prepare a Cluster Node for Upgrade (Rolling Upgrade)

Perform this procedure on one node at a time. You will take the upgraded node out of the cluster while the remaining nodes continue to function as active cluster members.

Before You Begin

Perform the following tasks:

- Ensure that the configuration meets requirements for upgrade. See Upgrade Requirements and Software Support Guidelines.

- Have available the installation media, documentation, and upgrades for all the software products that you are upgrading, including the following software:

  - Oracle Solaris OS

  - Oracle Solaris Cluster

  - Applications that are managed by Oracle Solaris Cluster 4.1 data service agents

  - Any other third-party applications to upgrade

  For instructions on updating single or multiple packages, see Chapter 11, Updating Your Software, in Oracle Solaris Cluster System Administration Guide.

1. Ensure that the cluster is functioning normally.
   1. View the current status of the cluster by running the following command from any node.

          phys-schost% cluster status

      See the `cluster`(1CL) man page for more information.

   2. Search the `/var/adm/messages` log on the same node for unresolved error messages or warning messages.
   3. Check the volume-manager status.
2. If necessary, notify users that cluster services might be temporarily interrupted during the upgrade.

   Service interruption will be approximately the amount of time that your cluster normally takes to switch services to another node.

3. Assume the `root` role on a node of the cluster.
4. Move all resource groups and device groups that are running on the node to upgrade.

       phys-schost# clnode evacuate node-to-evacuate

   See the `clnode`(1CL) man page for more information.

5. Move any resource groups that are running in a zone-cluster node that is on the node to upgrade.

       phys-schost# clresourcegroup evacuate -n zone-cluster-node \
       -Z zone-cluster-name resource-group

6. Verify that the move was completed successfully.

       phys-schost# cluster status -t devicegroup,resourcegroup

7. Ensure that the system disk, applications, and all data are backed up.

Next Steps

Go to How to Upgrade the Software (Rolling Upgrade).

## How to Upgrade the Software (Rolling Upgrade)

Perform this procedure to upgrade to Oracle Solaris Cluster 4.1 software or to an Oracle Solaris Cluster 4.1 SRU while the remaining cluster nodes are in cluster mode.

Note - Oracle Solaris 11.2 software requires Oracle Solaris Cluster 4.1 SRU 8.

Note - Until all nodes of the cluster are upgraded and the upgrade is committed, new features that are introduced by the new release might not be available.

Before You Begin

If you have failover zones of brand type `solaris` configured on the cluster, you must perform additional steps. Follow the instructions in How to Upgrade a Failover Zone before you begin this procedure. If you have a `solaris10` brand zone in a zone cluster, follow the instructions in Upgrading a `solaris10` Brand Zone in a Zone Cluster.

1. Assume the `root` role or assume a role that provides `solaris.cluster.admin` RBAC authorization on the node of the cluster you want to upgrade.
2. Subscribe to the `ha-cluster` publisher that contains the software you want to upgrade to.

       # pkg set-publisher -G '*' -g URL_for_ha-cluster_publisher ha-cluster

3. Ensure that the `solaris` publisher is valid.

       # pkg publisher
       PUBLISHER                           TYPE     STATUS   URI
       solaris                             origin   online   solaris-repository

   For information about setting the `solaris` publisher, see Adding and Updating Oracle Solaris 11.1 Software Packages.

4. Run the upgrade on the node you want to upgrade.

   If you are upgrading a failover zone, follow the instructions in How to Upgrade a Failover Zone.

   - To use the command line, perform the following:

         # scinstall -u update [-b bename]

     You can choose to specify a name for the new boot environment with the `-b bename` option.

   - To use the interactive `scinstall` utility, perform the following:

     Note - The cluster nodes must be installed with at least 4.0 SRU 2.

     1. Start the `scinstall` utility.

            phys-schost# scinstall

        The `scinstall` Main Menu is displayed.

     2. Choose the Upgrade This Cluster menu item.

        The Upgrade Menu is displayed.

     3. If you are upgrading a global-cluster node, follow the menu prompts to upgrade the cluster framework, data service agents, or underlying OS.

        If you are upgrading a zone cluster node, follow the menu prompts to upgrade the cluster framework, data service agents, or Oracle RAC for this node.

        Upgrade processing is finished when the system displays the message `Completed Oracle Solaris Cluster framework upgrade` and prompts you to press Enter to continue.

     4. Quit the `scinstall` utility.
5. As needed, upgrade other applications that support alternate boot environments.
6. Boot the node into the new boot environment.
   - If you need to upgrade any applications that do not support alternate boot environments, boot into the new boot environment in noncluster mode.

     Add the `-x` option to the boot command to boot into noncluster mode.

   - Otherwise, follow the prompts to boot the node into the new boot environment.
7. Repeat these steps on each remaining node, one at a time, that you want to upgrade.

Next Steps

When all nodes in the cluster are upgraded, go to Chapter 5, Completing the Upgrade.

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