Pre-Upgrade Steps

Pre-Upgrade Steps

   KB 20722        Last updated on 07/11/2015  




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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: 07/11/2015



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