Difference between revisions of "Pre-Upgrade Steps"

 
(10 intermediate revisions by 3 users not shown)
Line 1: Line 1:
{{Article Infobox|{{admin}}||{{ZCS 8.0}}|{{ZCS 7.0}}|}}
+
{{BC|Certified}}
 +
__FORCETOC__
 +
<div class="col-md-12 ibox-content">
 +
=Pre-Upgrade Steps=
 +
{{KB|{{ZC}}|{{ZCS 8.0}}|{{ZCS 7.0}}|}}
 +
{{WIP}}
  
 
Before upgrading your Zimbra platform, we would strongly recommend the following pre-upgrade steps:
 
Before upgrading your Zimbra platform, we would strongly recommend the following pre-upgrade steps:
  
'''0. Prepare'''
+
= Prepare =
  
 
Always read (in full) the Release Notes for the version to which you are upgrading. The Release Notes are available for every release:
 
Always read (in full) the Release Notes for the version to which you are upgrading. The Release Notes are available for every release:
Line 9: Line 14:
 
http://www.zimbra.com/downloads/ne-downloads.html  
 
http://www.zimbra.com/downloads/ne-downloads.html  
  
'''1. Check your database integrity'''
+
= Test =
 +
 
 +
Always always always test the upgrade first in a test lab and/or VM. This means using the same versions as your production versions, including any customizations or other modifications you have, and then running the upgrade to the same target version. Even better is to snap or clone your production system(s) into the Test Lab for doing a full upgrade test that mirrors production. Major Upgrades (e.g., ZCS7 to ZCS8) do often make changes to schema and tables that can vary based on database variations.
 +
 
 +
= Check your database integrity =
  
 
http://wiki.zimbra.com/wiki/Zmdbintegrityreport
 
http://wiki.zimbra.com/wiki/Zmdbintegrityreport
  
  /opt/zimbra/libexec/zmdbintegrityreport -v
+
  $ /opt/zimbra/libexec/zmdbintegrityreport -v
  
'''2. Backup your system'''
+
= Backup your system =
  
 
There are multiple ways to perform backups. Since upgrading permanently alters your system, it is mandatory to backup your system before you upgrade. The only recovery from a failed upgrade may be to restore from backups:
 
There are multiple ways to perform backups. Since upgrading permanently alters your system, it is mandatory to backup your system before you upgrade. The only recovery from a failed upgrade may be to restore from backups:
  
'''a. zmbackup your entire system'''
+
== zmbackup your entire system ==
  
 
https://wiki.zimbra.com/wiki/CLI_-_zmbackup_Network_Edition_Only
 
https://wiki.zimbra.com/wiki/CLI_-_zmbackup_Network_Edition_Only
Line 25: Line 34:
 
Note: this may take multiple hours, be sure to plan in advance:
 
Note: this may take multiple hours, be sure to plan in advance:
  
  zmbackup -f
+
  $ zmbackup -f
  
'''b. Backup your LDAP data'''
+
== Backup your LDAP data ==
  
 
http://wiki.zimbra.com/wiki/LDAP_data_import_export
 
http://wiki.zimbra.com/wiki/LDAP_data_import_export
Line 33: Line 42:
 
LDAP Main database:
 
LDAP Main database:
  
  /opt/zimbra/libexec/zmslapcat /var/tmp
+
  $ /opt/zimbra/libexec/zmslapcat /var/tmp
  
 
LDAP Config database:
 
LDAP Config database:
  
  /opt/zimbra/libexec/zmslapcat -c /tmp
+
  $ /opt/zimbra/libexec/zmslapcat -c /tmp
  
 
LDAP Accesslog database (on LDAP Master only):
 
LDAP Accesslog database (on LDAP Master only):
  
  /opt/zimbra/libexec/zmslapcat -a /tmp
+
  $ /opt/zimbra/libexec/zmslapcat -a /tmp
  
'''c. Backup your MySQL data'''
+
== Backup your MySQL data ==
  
 
https://wiki.zimbra.com/wiki/MySQL_Backup_and_Restore  
 
https://wiki.zimbra.com/wiki/MySQL_Backup_and_Restore  
Line 61: Line 70:
 
   --all-databases --single-transaction --flush-logs > {dump-file}.sql
 
   --all-databases --single-transaction --flush-logs > {dump-file}.sql
  
'''3. Confirm that your SSL certs are all valid and not-expired'''
+
== Snapshot Your Data ==
 +
 
 +
If using a hypervisor or storage that can perform snapshots, it is a great idea to take a snapshot immediately prior to your upgrade. In the case of a critical problem, this may be the DR recovery method that saves you significant time and effort.
 +
 
 +
If using vSphere/ESXi, be sure to merge your snapshots back into main after the successful upgrade, because snapshots left around can consume significant data volume.
 +
 
 +
= Confirm that your SSL certs are all valid and not-expired =
  
 
http://wiki.zimbra.com/wiki/Administration_Console_and_CLI_Certificate_Tools
 
http://wiki.zimbra.com/wiki/Administration_Console_and_CLI_Certificate_Tools
  
  /opt/zimbra/bin/zmcertmgr viewdeployedcrt all
+
  # /opt/zimbra/bin/zmcertmgr viewdeployedcrt all
  
 
+
= Conclusion =
== Summary ==
 
  
 
If any of the above steps fail in any way, DO NOT UPGRADE. They must all succeed before you continue.
 
If any of the above steps fail in any way, DO NOT UPGRADE. They must all succeed before you continue.
Line 75: Line 89:
 
{{Article Footer|ZCS 8.0 ZCS 7.0 |01/15/2014}}
 
{{Article Footer|ZCS 8.0 ZCS 7.0 |01/15/2014}}
  
 
+
[[Category:Certified]]
 
[[Category: Certificates]]
 
[[Category: Certificates]]
 +
[[Category:Backup and Restore]]
 +
[[Category:Disaster Recovery]]
 
[[Category: ZCS 8.0]]
 
[[Category: ZCS 8.0]]
 
[[Category: ZCS 7.0]]
 
[[Category: ZCS 7.0]]

Latest revision as of 01:10, 11 July 2015

Pre-Upgrade Steps

   KB 20722        Last updated on 2015-07-11  




0.00
(0 votes)


Before upgrading your Zimbra platform, we would strongly recommend the following pre-upgrade steps:

Prepare

Always read (in full) the Release Notes for the version to which you are upgrading. The Release Notes are available for every release:

http://www.zimbra.com/downloads/ne-downloads.html

Test

Always always always test the upgrade first in a test lab and/or VM. This means using the same versions as your production versions, including any customizations or other modifications you have, and then running the upgrade to the same target version. Even better is to snap or clone your production system(s) into the Test Lab for doing a full upgrade test that mirrors production. Major Upgrades (e.g., ZCS7 to ZCS8) do often make changes to schema and tables that can vary based on database variations.

Check your database integrity

http://wiki.zimbra.com/wiki/Zmdbintegrityreport

$ /opt/zimbra/libexec/zmdbintegrityreport -v

Backup your system

There are multiple ways to perform backups. Since upgrading permanently alters your system, it is mandatory to backup your system before you upgrade. The only recovery from a failed upgrade may be to restore from backups:

zmbackup your entire system

https://wiki.zimbra.com/wiki/CLI_-_zmbackup_Network_Edition_Only

Note: this may take multiple hours, be sure to plan in advance:

$ zmbackup -f

Backup your LDAP data

http://wiki.zimbra.com/wiki/LDAP_data_import_export

LDAP Main database:

$ /opt/zimbra/libexec/zmslapcat /var/tmp

LDAP Config database:

$ /opt/zimbra/libexec/zmslapcat -c /tmp

LDAP Accesslog database (on LDAP Master only):

$ /opt/zimbra/libexec/zmslapcat -a /tmp

Backup your MySQL data

https://wiki.zimbra.com/wiki/MySQL_Backup_and_Restore

# su - zimbra
$ source ~/bin/zmshutil
$ zmsetvars

If using binary logging, the dump is run like the following:

$ /opt/zimbra/mysql/bin/mysqldump --user=root --password=$mysql_root_password --socket=$mysql_socket \
 --all-databases --single-transaction --master-data --flush-logs > {dump-file}.sql

If not using binary logging, the dump is run like the following:

$ /opt/zimbra/mysql/bin/mysqldump --user=root --password=$mysql_root_password --socket=$mysql_socket \
 --all-databases --single-transaction --flush-logs > {dump-file}.sql

Snapshot Your Data

If using a hypervisor or storage that can perform snapshots, it is a great idea to take a snapshot immediately prior to your upgrade. In the case of a critical problem, this may be the DR recovery method that saves you significant time and effort.

If using vSphere/ESXi, be sure to merge your snapshots back into main after the successful upgrade, because snapshots left around can consume significant data volume.

Confirm that your SSL certs are all valid and not-expired

http://wiki.zimbra.com/wiki/Administration_Console_and_CLI_Certificate_Tools

# /opt/zimbra/bin/zmcertmgr viewdeployedcrt all

Conclusion

If any of the above steps fail in any way, DO NOT UPGRADE. They must all succeed before you continue.


Verified Against: ZCS 8.0 ZCS 7.0 Date Created: 01/15/2014
Article ID: https://wiki.zimbra.com/index.php?title=Pre-Upgrade_Steps Date Modified: 2015-07-11



Try Zimbra

Try Zimbra Collaboration with a 60-day free trial.
Get it now »

Want to get involved?

You can contribute in the Community, Wiki, Code, or development of Zimlets.
Find out more. »

Looking for a Video?

Visit our YouTube channel to get the latest webinars, technology news, product overviews, and so much more.
Go to the YouTube channel »

Jump to: navigation, search