Commit a4f4261e authored by Mike Hibler's avatar Mike Hibler
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Preliminary instructions for upgrading 10.3 -> 11.1.

parent 0ff3c1b7
Upgrading Emulab servers from FreeBSD 10.3 to 11.1.
These are fairly specific, but not always exact instructions for the process.
They are also oriented toward the CloudLab family of clusters, hence the
references to mothership, Clemson, Wisconsin, Apt, etc.
Start with the boss node, and then you will repeat the instructions for ops.
Note that there are a couple of steps below that you only do on the boss or
the ops node, so pay attention!
[XXX these would benefit from breaking ops out from boss as they are different
enough that describing them with a lather-rinse-repeat process is confusing...]
BEFORE YOU START: Backup if you can!
If your boss and ops are VM on Xen, you can create shadows of the disks
that you can roll back to. Really only need to backup the root disk which
has all the FreeBSD stuff. Login to the control node and:
# apt
sudo lvcreate -s -L 33g -n boss.backup xen-vg/boss
sudo lvcreate -s -L 33g -n ops.backup xen-vg/ops
# cloudlab utah/clemson
sudo lvcreate -s -L 17g -n boss.backup xen-vg/boss
sudo lvcreate -s -L 17g -n ops.backup xen-vg/ops
This will seriously degrade the performance of the upgrade process due
to the inefficiencies of disk writes when shadows are present, but it is
worth it to avoid a total screw up.
A. Updating the base FreeBSD system with freebsd-update
-1.Things you can do in advance.
* The "fetch" part of freebsd-update (A2 and A4)
* Build any custom kernel (A3)
* Stash state about ports/packages (B0)
0. If you are on the boss node, shutdown the testbed and mysqld right off
the bat. The ports upgrade is going to replace mysql and testbed daemons
will wig out if running when this happens. On ops, you just need to
shutdown mysqld:
sudo /usr/testbed/sbin/testbed-control shutdown
sudo /usr/local/etc/rc.d/ stop
sudo /usr/local/etc/rc.d/capture stop
sudo /usr/local/etc/rc.d/apache22 stop
sudo /usr/local/etc/rc.d/ stop
sudo /usr/local/etc/rc.d/apache22 stop
1. Before installing the new binaries/libraries/etc., you might want
to back up the files that have Emulab changes just in case. Those files
/etc/ntp.conf # if you have customized it
/etc/ttys # if you have configured a serial console
The easiest thing to do is just:
sudo cp -rp /etc /Oetc
NOTE: if you built and installed your system from sources originally,
you may also get some conflicts with other files that record their origin
in comments. Sendmail files are one example. Use the 11.1 versions of
those to avoid future conflicts.
2. I generally don't want to update /usr/src (if it exists at all I keep
it up to date with svn) or the kernel (if you have a custom kernel).
So you will want to modify /etc/freebsd-update.conf and change the
"Components" line to either:
Components world kernel # don't update src
Components world # don't update src or kernel
However, because you are changing major releases, rebuilding your
custom kernel (next step) will require rebuilding the entire world first,
which takes a long time and pretty much elimiates the advantages of
using the binary update system. So, you might reconsider why you have a
custom kernel and move back to the default kernel instead. If you opt
for the default GENERIC kernel, make sure to leave "kernel" in the
components above.
3. (Optional) Upgrade your custom kernel
If you have a custom kernel config, then you should build and install
a new kernel first. As mentioned in the last step, this will take a long
time because you must build (but not install) the entire world before
building the kernel. Clone the FreeBSD 11.1 source repo:
cd /usr
sudo mv src Osrc
sudo svn checkout -q svn:// src
<copy over your custom config file from Osrc/sys/amd64/conf/CUSTOM>
cd src
sudo make -j 8 buildworld
sudo make -j 8 buildkernel KERNCONF=CUSTOM
# XXX I wait to install the custom kernel til after doing the
# freebsd-update, since it will want to patch /boot/kernel files...
#sudo make installkernel KERNCONF=CUSTOM
4. Now upgrade the base system:
sudo freebsd-update -r 11.1-RELEASE upgrade
or, if you want a real editor:
sudo -E EDITOR=emacs freebsd-update -r 11.1-RELEASE upgrade
It will crunch for a long time and then probably want you to merge
some conflicts. Here are a couple to take note of:
* /etc/ssh/sshd_config: make sure Protocol does not include 1,
otherwise it will spit out constant warnings to the console.
* /etc/ttys: for Xen VMs make sure the getty on ttyu0 is "off"
and not "onifconsole". Otherwise you will have competing gettys
on /dev/console.
It will then show you a long, long list of files that it will be adding,
deleting, etc. You can 'q' out of those.
5. Install the new system binaries/libraries/etc:
sudo /usr/sbin/freebsd-update install
After a while it will want you to reboot the new kernel. Before you reboot,
install any custom kernel:
cd /usr/src
sudo make installkernel KERNCONF=CUSTOM
When I did the custom kernel install, I saw errors of the form:
kldxref /boot/kernel
kldxref: unknown metadata record 4 in file atacard.ko
kldxref: unknown metadata record 4 in file atp.ko
They did not seem to affect the following boot.
NOTE: I have noticed a couple of times on VM-based elabinelab boss/ops
upgrades that the root filesystem has some issues after the upgrade,
so it is good to run an fsck. I prefer to do this while shutting down.
Before you do this, make sure you first have access to the console!
sudo shutdown now
umount -at nfs
umount -at ufs
accton # turn off accounting that has a file open on /
mount -o ro -u /
fsck -y /
NOTE: when rebooting boss, mysqlcheck might take awhile when rebooting.
When it comes back up, you should login and shutdown services that
restarted, including some that won't work right.
sudo /usr/local/etc/rc.d/apache22 stop
sudo /usr/local/etc/rc.d/ stop
sudo /usr/local/etc/rc.d/ stop
sudo /usr/local/etc/rc.d/capture stop
sudo /usr/local/etc/rc.d/apache22 stop
sudo /usr/local/etc/rc.d/ stop
and then again run freebsd-update to finish:
sudo /usr/sbin/freebsd-update install
NOTE that it will tell you to rebuild all third-party packages and
run freebsd-update again. We do this later below, so don't worry.
Now you can compare against the files you saved to make sure all the
Emulab changes were propagated; e.g.:
sudo diff -r /Oetc /etc
Of course, this will show you every change made by the update as well,
so you might just want to focus on the files above. When you are happy:
sudo rm -rf /Oetc
6. The mothership may need some additional local hacks to some standard
utilities, in particular "mountd" and "pw". Both should have a patch
in the Emulab source tree patches subdir.
7. How did that work out for ya?
If all went well, skip to B (Updating ports/packages).
If that didn't work, see ~mike/upgrade-from-10.0.txt and follow steps
A1 - A10. Return here for upgrading your ports.
B. Updating ports/packages
Updating the core ports from 10.3 to 11.1 is pretty easy. However, if
you installed extra ports that will require a bit more work.
0. Figure out the extra ports you have installed so that you can update
them later. First make a list of everything installed:
pkg query "%n-%v %R" > boss.pkg.list
This is mostly to keep track of any ports you may have installed locally.
One way to determine local installs is to see which ports did NOT come
from the Emulab repository:
grep -v 'Emulab$' boss.pkg.list | awk '{ print $1; }' > boss.pkg.local
This will give you the list of packages that you may need to reinstall.
You may want to list the dependencies of each to see what the top-level
packages are and just install those.
pkg query -x "%n %v usedby=%#r" `cat boss.pkg.local` | \
grep 'usedby=0' | awk '{ print $1; }' > boss.pkg.reinstall
IMPORTANT NOTE: for those with Moonshot chassis, you cannot use an
ipmitool port newer than 1.8.15 due to issues with "double bridged"
requests. Either ipmitool or HPE got it wrong and it doesn't behave
like ipmitool expects as of commit 6dec83ff on Sat Jul 25 13:15:41 2015.
Anyway, you may want to "pkg lock" that package in this case as the
FreeBSD 11.1 ports have a newer version.
For ops, those commands are:
pkg query "%n-%v %R" > ops.pkg.list
grep -v 'Emulab$' ops.pkg.list | awk '{ print $1; }' > ops.pkg.local
pkg query -x "%n %v usedby=%#r" `cat ops.pkg.local` | \
grep 'usedby=0' | awk '{ print $1; }' > ops.pkg.reinstall
1. Modify your /etc/pkg/Emulab.conf file, replacing "10.3" with "11.1" in
the "url" line:
sudo sed -i .bak -e 's;/10.3/;/11.1/;' /etc/pkg/Emulab.conf
2. Unlock the pkg tool and install new packages:
sudo pkg unlock pkg
sudo -E ASSUME_ALWAYS_YES=true pkg upgrade -r Emulab
3. Fix perl/python paths.
REALLY, REALLY IMPORTANT: the latest perl port does not install the
/usr/bin/perl link which we use heavily in Emulab scripts. Ditto for
python and the /usr/local/bin/python link. Make sure those two symlinks
exist, e.g.:
ls -la /usr/bin/perl /usr/local/bin/python
If not, get them back with:
ln -sf /usr/local/bin/perl5 /usr/bin/perl
ln -sf /usr/local/bin/python2 /usr/local/bin/python
REALLY, REALLY IMPORTANT PART 2: Because perl changed, you will need
to make sure that the event library SWIG-generated perl module is rebuilt,
and then all the event clients. Otherwise you will get bus errors when
they all try to start. So do not skip step D2 below!
4. Fix apache setup.
We upgraded from apache 2.2 to apache 2.4 this go round, so you will have
to tweak your /etc/rc.conf file and change any instances of "apache22" to
sudo sed -i .bak -e 's;apache22;apache24;g' /etc/rc.conf
5. Reinstall local ports.
To find ports that are installed but that are not part of the Emulab
pkg query "%t %n-%v %R" `cat boss.pkg.reinstall` |\
grep -v Emulab | sort -n
These will be sorted by install time. You can see ones that are old
and attempt to reinstall them with "pkg install". Note that just because
they are old that doesn't mean they need to be reinstalled.
6. Update your /etc/make.conf file in the event that you need to build a
port from source in the future. Make sure your DEFAULT_VERSION line(s)
look like:
DEFAULT_VERSIONS=perl5=5.26 python=2.7 php=5.6 mysql=5.7 apache=2.4 tcltk=8.6
C. Repeat steps A and B for ops.
D. Update Emulab software
1. Make sure your Emulab sources are up to date.
You must use the emulab-devel repository at this point as only it has
the necessary changes to support FreeBSD 11.1. If you don't already
have an emulab-devel repo, clone it with:
git clone git://
git clone
Make sure to copy over your existing defs-* file to the new source
2. Reconfigure, rebuild, and reinstall the software.
You want everything to be built against the new ports and libraries
anyway though, so just rebuild and install everything.
For this upgrade, you will also need to reinstall apache config files
and move over the certs.
In your build tree, look at config.log to see how it was configured
and then:
# on both (in different build trees!)
cd <builddir>
head config.log # see what the configure line is
sudo rm -rf *
<run the configure line>
# on ops -- do this first
sudo gmake opsfs-install
cd apache ; sudo gmake control-install
sudo cp -r /usr/local/etc/apache2{2,4}/ssl.crt
sudo cp -r /usr/local/etc/apache2{2,4}/ssl.key
# on boss -- do this after ops
sudo gmake all boss-install
cd apache ; sudo gmake install
sudo cp -r /usr/local/etc/apache2{2,4}/ssl.crt
sudo cp -r /usr/local/etc/apache2{2,4}/ssl.key
The reason for the ops install is that, while boss-install updates
most of the ops binaries/libraries via NFS, there are some that it
doesn't. So by doing a separate build/install on ops, you are
guaranteed to catch everything.
If the boss install tells you that there are updates to install,
run the command like it says:
sudo gmake update-testbed
This will actually turn the testbed back on at the end so you will
not have to do #3 below. Note also that this command may take awhile
and provide no feedback.
3. Re-run the freebsd-update again to remove old shared libraries.
Now that everything has been rebuilt:
sudo freebsd-update install
4. Re-enable Emulab services on boss and make sure nothing obvious blows up:
sudo /usr/local/etc/rc.d/ start
sudo /usr/local/etc/rc.d/ start
sudo /usr/local/etc/rc.d/apache22 start
sudo /usr/testbed/sbin/testbed-control boot
5. Reboot boss and ops again!
NOTE: if you reboot ops after boss, you may need to restart all the
event schedulers from boss:
sudo /usr/testbed/sbin/eventsys_start
E. Update the MFSes
This is not strictly part of updating the OS, but it would be good to
do this if you have not for awhile. See the instructions in
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