openstack-ansible/doc/source/upgrade-guide/manual-upgrade.rst
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Manual upgrades

Deployers can run the upgrade steps manually. Manual execution is useful for scoping the changes in the upgrade process (For example, in very large deployments with strict SLA requirements), or for inclusion into other orchestration for upgrade automation beyond what OpenStack-Ansible provides.

The steps detailed here match those performed by the run-upgrade.sh script. Any of these steps can safely be run multiple times.

Check out the Newton release

Ensure your OpenStack-Ansible code is on the latest Newton release tag ().

# git checkout stable/newton
# LATEST_TAG=$(git describe --abbrev=0 --tags)
# git checkout ${LATEST_TAG}

Prepare the shell variables

Note

This step is optional, since these environment variables are simply shortcuts. Files can be referenced directly.

From the openstack-ansible root directory, run the following commands:

# export MAIN_PATH="$(pwd)"
# export SCRIPTS_PATH="${MAIN_PATH}/scripts"
# export UPGRADE_PLAYBOOKS="${SCRIPTS_PATH}/upgrade-utilities/playbooks"

These variables reduce typing when running the remaining upgrade tasks.

Re-bootstrap Ansible for Newton

Bootstrapping Ansible again ensures that all OpenStack-Ansible role dependencies are in place before running playbooks from the Newton release.

# ${SCRIPTS_PATH}/bootstrap-ansible.sh

Change to playbooks directory

Change to the playbooks directory so that the OpenStack-Ansible dynamic inventory is found automatically.

# cd playbooks

Pre-flight checks

Before starting with the new version, you should do pre-flight checks to ensure everything is fine. If any of those check fail, the upgrade should stop to let the deployer chose what to do.

Making sure LBaaS v1 isn't in the way

Because LBaaS was deprecated, this playbook checks if it was previously deployed, and fails if this is the case.

See lbaas-version-check for more details.

# openstack-ansible "${UPGRADE_PLAYBOOKS}/lbaas-version-check.yml"

Cleanup old facts

Some configuration changed, and old facts should be purged before the upgrade.

See fact-cleanup-playbook for more details.

# openstack-ansible "${UPGRADE_PLAYBOOKS}/ansible_fact_cleanup.yml"

Update configuration and environment files

The user configuration files in /etc/openstack_deploy/ and the environment layout in /etc/openstack_deploy/env.d have new name values added in Newton.

See config-change-playbook for more details.

# openstack-ansible "${UPGRADE_PLAYBOOKS}/deploy-config-changes.yml"

Update user secrets file

Newton introduces new user secrets to the stack. These are populated automatically with the following playbook.

See user-secrets-playbook for more details.

# openstack-ansible "${UPGRADE_PLAYBOOKS}/user-secrets-adjustment.yml"

Update database collations

The default database collation has been changed to utf8_general_ci. This play performs a conversion on existing databases and tables.

# openstack-ansible "${UPGRADE_PLAYBOOKS}/db-collation-alter.yml"

Upgrade hosts

Before installing the infrastructure and OpenStack, update the host machines.

# openstack-ansible setup-hosts.yml --limit '!galera_all[0]'

This command is the same as doing host setups on a new install. The first member of the galera_all host group is excluded to prevent simultaneous restarts of all Galera containers.

Update Galera LXC container configuration

Update the first Galera container's configuration independently.

# openstack-ansible lxc-containers-create.yml --limit galera_all[0]

This command is a subset of the host setup playbook, limited to the first member of the galera_all host group so that its container is restarted only after other Galera containers have been restarted in the previous step.

Cleanup pip.conf file in the repo_servers

If a pip.conf file exists within the repository server infrastructure, it can cause build failures when upgrading to Newton. This play removes the pip.conf file from the repository servers.

See repo-server-pip-conf-removal for more details.

# openstack-ansible "${UPGRADE_PLAYBOOKS}/repo-server-pip-conf-removal.yml"

Ensure hostname aliases are created for non-RFC1034/35 hostnames

Ensure an alias is created for non-RFC1034/35 hostnames.

See old-hostname-compatibility for details.

# openstack-ansible "${UPGRADE_PLAYBOOKS}/old-hostname-compatibility.yml"

Upgrade infrastructure

Running the standard OpenStack-Ansible infrastructure playbook applies the relevant Newton settings and packages. This upgrade is required for the Newton release of OpenStack-Ansible.

For certain versions of Mitaka, you must upgrade the RabbitMQ service.

See setup-infra-playbook for details.

# openstack-ansible setup-infrastructure.yml -e 'galera_upgrade=true' \
-e 'rabbitmq_upgrade=true'

Flush Memcached cache

See memcached-flush for details.

# openstack-ansible "${UPGRADE_PLAYBOOKS}/memcached-flush.yml"

Stop and remove aodh-api service

See aodh-api-init-delete for details.

# openstack-ansible "${UPGRADE_PLAYBOOKS}/aodh-api-init-delete.yml"

Upgrade OpenStack

Upgrade the OpenStack components with the same installation playbook, without any additional options.

# openstack-ansible setup-openstack.yml