How do I upgrade a Virtual or Hardware Appliance to a later version of Zeus Traffic Manager?

These instructions describe how to upgrade a Zeus Traffic Manager or Zeus Load Balancer appliance (virtual or hardware). For instructions on upgrading Zeus software, please see here.

Upgrading from one revision to another

Upgrading revisions in the same product version (e.g. 4.2r1 to 4.2r2) are performed using the Administration Server. Download the upgrade package from your customer page, go to the System -> Upgrade page, upload the upgrade package, and follow the instructions.

You will need to complete this process for each Appliance in your cluster.

Expected downtime for an upgrade will be a couple of seconds while the Traffic Management software is restarted. Sometimes it will be necessary to reboot the Appliance to complete the upgrade. The user interface will inform you if this is necessary when the upgrade is complete. You should ensure that the Appliance is rebooted at the most appropriate time.

Full Upgrades

Upgrades between minor and major versions (e.g. 4.1 to 4.2 or 5.1 to 6.0) are performed using a commandline script to install the new version into a spare section of the hard disk. This process involves one reboot and the downtime associated with that reboot.
  1. Before upgrading it is prudent to have a backup of your configuration.
  2. Download the ZXTM Install package from customer.zeus.com. This will be a file called something like ZeusTM_60_Appliance-x86_64.zpkg.
  3. Copy the file onto the appliance using an scp or sftp client (e.g. psftp).
  4. Connect to the console of the appliance using a 'ssh' client (putty is a good choice). You can use any username that is in the admin group.
  5. Once connected to the console of the appliance run: upgrade-appliance <filename>:
  6. Confirm that you want to upgrade the appliance.
  7. Once complete the new version will be automatically selected after the next reboot. Any configuration changes made in the existing version (e.g. in 4.1) after the upgrade-appliance script has been run won't be preserved when the new version is started.
  8. It is recommended that you reboot the appliance as soon as possible (using the System -> Reboot button in the UI or using the 'reboot' command).

Intermediate Steps

When skipping versions, you must upgrade to the 'r0' release first and then apply the upgrade to the latest revision as described above. For example if you want to upgrade from 5.0r1 to 6.0r1, you need to take two steps:

5.0r1 -> 6.0 -> 6.0r1

Freeing disk space (Virtual Appliance)

Zeus software is stored on one of two primary partitions, and log files are stored on a separate disk partition. If you need to resize the log partition, please refer to the instructions in the Zeus Traffic Manager getting started guide (Virtual Appliance). When you install a new 'Full' release, it is installed in the unused primary partition, configuration is migrated across and the bootloader updated to point to the new partition. You can edit the bootloader configuration to fall back to the other primary partition if you need to roll back to a previous major release. When you install a 'revision' release, it adds the new installation files to the currently active primary partition. You can use the 'rollback' script to make a previus revision active. If you recieve an 'insufficient disk space' error when installing a 'revision' release, you will need to free up some space by removing unused previous releases.

Installation caveats for earlier releases

Upgrades to version 5.1r2 or earlier

When upgrading a virtual or hardware appliance to version 5.1r2 or earlier, you should not skip version numbers; you must apply the 'r0' upgrade packages for each intervening major and minor version. For example, to upgrade from version 4.2 to version 5.1r2, you should upgrade as follows: 4.2 -> 5.0r0 -> 5.1r0 -> 5.1r2. This caveat does not apply if upgrading from 4.1 (or later) directly to 6.0 (or later). You can upgrade directly to your chosen major release (e.g. 6.0), then directly to the desired 'r' release as described above.

Upgrades from version 4.0

To upgrade a hardware appliance from ZXTM 4.0, you need to follow these instructions instead.

Traffic IP Group issues when upgrading from version 4.1

Note: If you have Traffic IP Groups using the 'keeptogether' flag that contain 'passive' machines, you should mark all machines as active before upgrading from ZXTM 4.1 to ZXTM 4.2 or later. Once the upgrade is complete, set these machines to 'passive' again.

Releases prior to 4.2 don't correctly handle the combination of keeptogether flag and passive machines, so leaving your configuration unchanged while upgrading may cause Traffic IP addresses to appear on multiple ZXTM machines.

More Information

For more detailed information, please refer to the appropriate 'Getting Started' guide in the product documentation.
 
Crispin Flowerday [Zeus Dev Team] 05 July 2007 Bookmark with del.icio.us Post this article to Digg Post this article to reddit Post this article to Facebook Tweet this article  
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