Upgrading a Boot Environment

Use the luupgrade command to upgrade a boot environment. This section provides the procedure for upgrading an inactive boot environment from files that are located on the following media:

• NFS server

• Local file

• Local tape

• Local device, including DVD or CD

Guidelines for Upgrading

When you upgrade a boot environment with the latest OS, you do not affect the active boot environment. The new files merge with the inactive boot environment critical file systems, but shareable file systems are not changed.

You can upgrade when RAID-1 volumes are installed, or if non-global zones are installed, or you can install a flash archive:

• You can upgrade an inactive boot environment that contains any combination of physical disk slices, Solaris Volume Manager volumes, or Veritas Volume Manager volumes. The slice that is chosen for the root (/) file system must be a single-slice concatenation that is included in a RAID–1 volume (mirror). For information about creating a boot environment with mirrored file systems, see How to Create a Boot Environment With RAID-1 Volumes (Mirrors).

  ---

  Note - If VxVM volumes are configured on your current system, the lucreate command can create a new boot environment. When the data is copied to the new boot environment, the Veritas file system configuration is lost and a UFS file system is created on the new boot environment.

  ---

• You can upgrade a system that has non-global zones installed with any installation program. For procedures about upgrading with non-global zones, see Chapter 8, Upgrading the Oracle Solaris OS on a System With Non-Global Zones Installed.

• Rather than upgrading, if you have created a flash archive, you could install the archive on an inactive boot environment. The new files overwrite critical file systems of the inactive boot environment, but shareable file systems are not changed. See Installing Flash Archives on a Boot Environment.

Upgrading a System With Packages or Patches

You can use Live Upgrade to add patches and packages to a system. Live Upgrade creates a copy of the currently running system. This new boot environment can be upgraded or you can add packages or patches. When you use Live Upgrade, the only downtime the system incurs is that of a reboot. You can add patches and packages to a new boot environment with the luupgrade command.

---

Caution - When adding and removing packages or patches, Live Upgrade requires packages or patches that comply with the SVR4 advanced packaging guidelines. While Oracle packages conform to these guidelines, Oracle cannot guarantee the conformance of packages from third-party vendors. If a package violates these guidelines, the package can cause the package-addition software to fail or alter the active boot environment during an upgrade. For more information about packaging requirements, see Appendix C, Additional SVR4 Packaging Requirements (Reference).

---

Table 5-2 Upgrading a Boot Environment With Packages and Patches

How to Upgrade a Network Installation Image on a Boot Environment

To upgrade by using this procedure, you must use a DVD or a network installation image. If the installation requires more than one CD, you must use the procedure How to Upgrade a Network Installation Image From Multiple CDs.

1. Install the Live Upgrade SUNWlucfg, SUNWlur, and SUNWluu packages on your system.

   These packages must be from the release you are upgrading to. For a step-by-step procedure, see How to Install Live Upgrade With the pkgadd Command.

2. Indicate the boot environment to upgrade and the path to the installation software.

   # luupgrade -u -n BE-name -s os-image-path

   -u

   Upgrades a network installation image on a boot environment.

   -n BE-name

   Specifies the name of the boot environment that is to be upgraded.

   -s os-image-path

   Specifies the path name of a directory that contains a network installation image.

Example 5-1 Upgrading a Network Installation Image on a Boot Environment From DVD Media

In this example, the second_disk boot environment is upgraded by using DVD media. The pkgadd command adds the Live Upgrade packages from the release you are upgrading to.

# pkgadd -d /server/packages SUNWlucfg SUNWlur SUNWluu
# luupgrade -u -n second_disk -s /cdrom/cdrom0 

Example 5-2 Upgrading a Network Installation Image on a Boot Environment From a Network Installation Image

In this example, the second_disk boot environment is upgraded. The pkgadd command adds the Live Upgrade packages from the release you are upgrading to.

# pkgadd -d /server/packages SUNWlucfg SUNWlur SUNWluu
# luupgrade -u -n second_disk \ 
-s /net/installmachine/export/Solaris_10/OS_image 

How to Upgrade a Network Installation Image From Multiple CDs

Because the network installation image resides on more than one CD, you must use this upgrade procedure. Use the luupgrade command with the -i option to install any additional CDs.

1. Install the Live Upgrade SUNWlucfg, SUNWlur, and SUNWluu packages on your system.

   These packages must be from the release you are upgrading to. For a step-by-step procedure, see How to Install Live Upgrade With the pkgadd Command.

2. Indicate the boot environment to upgrade and the path to the installation software.

   # luupgrade -u -n BE-name -s os-image-path

   -u

   Upgrades a network installation image on a boot environment.

   -n BE-name

   Specifies the name of the boot environment that is to be upgraded.

   -s os-image-path

   Specifies the path name of a directory that contains a network installation image.

3. When the installer is finished with the contents of the first CD, insert the second CD.
4. Run the installer on the second CD with menus or with text.

   • To run the installer on the second CD with menus:

     # luupgrade -i -n BE-name -s os-image-path

   • To run the installer on the second CD with text and requires no user interaction.

     # luupgrade -i -n BE-name -s os-image-path -O '-nodisplay -noconsole'

   -i

   Installs additional CDs. The software looks for an installation program on the specified medium and runs that program. The installer program is specified with -s.

   -n BE-name

   Specifies the name of the boot environment that is to be upgraded.

   -s os-image-path

   Specifies the path name of a directory that contains an network installation image.

   -O '-nodisplay -noconsole'

   (Optional) Runs the installer on the second CD in text mode and requires no user interaction.

5. Repeat Step 3 and Step 4 for each CD that you want to install.

Example 5-3 SPARC: Upgrading a Network Installation Image From Multiple CDs

In this example, the second_disk boot environment is upgraded and the installation image is on two CDs: the Oracle Solaris Software - 1 and the Oracle Solaris Software - 2 CDs. The -u option determines if sufficient space for all the packages is on the CD set. The -O option with the -nodisplay and -noconsole options prevents the character user interface from displaying after the reading of the second CD. If you use these options, you are not prompted to type information.

Note that if you do not use the -O option with the -nodisplay and -noconsole options, the character user interface (CUI) is displayed. You do not need to use the CUI to perform Oracle Live Upgrade tasks.

1. Install the Live Upgrade packages from the release you are upgrading to.

   # pkgadd -d /server/packages SUNWlucfg SUNWlur SUNWluu

2. Insert the Oracle Solaris Software - 1 CD and type the following command:

   # luupgrade -u -n second_disk -s /cdrom/cdrom0/ 

3. Insert the Oracle Solaris Software - 2 CD and type the following command:

   # luupgrade -i -n second_disk -s /cdrom/cdrom0 -O '-nodisplay \ 
   -noconsole'
   Repeat this step for each CD that you need.

4. Repeat the previous step for each CD that you want to install.

Next Steps

The boot environment is ready to be activated. See Activating a Boot Environment.

Adding Packages to or Removing Packages From a Network Installation Image on a Boot Environment

This section describes how to remove packages from or add packages to a new boot environment.

---

Caution - When you are upgrading. adding and removing packages or patches, Live Upgrade requires packages or patches that comply with the SVR4 advanced packaging guidelines. While Oracle packages conform to these guidelines, Oracle cannot guarantee the conformance of packages from third-party vendors. If a package violates these guidelines, the package can cause the package-addition software to fail or can alter the active boot environment. For more information about packaging requirements, see Appendix C, Additional SVR4 Packaging Requirements (Reference).

---

To remove a package or set of packages from a new boot environment, use the -P option.

#  luupgrade -P -n BE-name package-name

-P

Indicates to remove the named package or packages from the boot environment.

-n BE-name

Specifies the name of the boot environment where the package is to be removed.

package-name

Specifies the names of the packages to be removed. Separate multiple package names with spaces.

To add a package or a set of packages to the new boot environment, use the -P option.

# luupgrade -p -n BE-name -s /path-to-packages package-name

-p

Indicates to add packages to the boot environment.

-n BE-name

Specifies the name of the boot environment where the package is to be added.

-s path-to-packages

Specifies the path to a directory that contains the package or packages that are to be added.

package-name

Specifies the names of the package or packages to be added. Separate multiple package names with a space.

Example 5-4 Adding Packages to a Network Installation Image on a Boot Environment

In this example, packages are removed and then added to the second_disk boot environment.

# luupgrade -P -n second_disk SUNWabc SUNWdef SUNWghi
# luupgrade -p -n second_disk -s /net/installmachine/export/packages \
SUNWijk SUNWlmn SUNWpkr

Adding Patches to or Removing Patches From a Network Installation Image on a Boot Environment

This section describes how to remove patches from or add patches to a new boot environment.

---

Caution - When you are adding and removing packages or patches, Live Upgrade requires packages or patches that comply with the SVR4 advanced packaging guidelines. While Oracle packages conform to these guidelines, Oracle cannot guarantee the conformance of packages from third-party vendors. If a package violates these guidelines, the package can cause the package-addition software to fail or can alter the active boot environment.

---

You cannot use Live Upgrade to patch a Oracle Solaris 10 inactive boot environment when the active boot environment is running the Solaris 8 or Solaris 9 OS. Live Upgrade will invoke the patch utilities on the active boot partition to patch the inactive boot partition. The Solaris 8 and Solaris 9 patch utilities are unaware of Oracle Solaris Zones, Service Management Facility (SMF), and other enhancements in the Oracle Solaris 10 OS. Therefore the patch utilities fail to correctly patch an inactive Oracle Solaris 10 boot environment.

If you are using Live Upgrade to upgrade a system from the Solaris 8 or Solaris 9 OS to the Oracle Solaris 10 OS, you must first activate the Oracle Solaris 10 boot environment before patching. After the Oracle Solaris 10 boot environment is activated, you can either patch the active boot environment directly or set up another inactive boot environment and patch that one by using Live Upgrade. For an example of upgrading and patching from the Solaris 8 to the Oracle Solaris 10 release, see Restrictions for Using Solaris Live Upgrade.

To remove a patch or set of patches from a new boot environment use the -T option.

# luupgrade -T -n BE-name patch_name

-T

Indicates to remove the named patch or patches from the boot environment.

-n BE-name

Specifies the name of the boot environment where the patch or patches are to be removed.

patch-name

Specifies the names of the patches to be removed. Separate multiple patch names with spaces.

To add a patch or a set of patches to the new boot environment, use the -t option.

# luupgrade -t -n BE-name -s /path-to-patches patch-name

-t

Indicates to add patches to the boot environment.

-n BE-name

Specifies the name of the boot environment where the patch is to be added.

-s path-to-patches

Specifies the path to the directory that contains the patches that are to be added.

patch-name

Specifies the names of the patch or patches that are to be added. Separate multiple patch names with a space.

Example 5-5 Adding Patches to a Network Installation Image on a Boot Environment

In this example, patches are removed then added to the second_disk boot environment .

# luupgrade -T -n second_disk 222222-01
# luupgrade -t -n second_disk -s /net/installmachine/export/packages \
333333-01 4444444-01

Checking Packages Installed on a Boot Environment

To check the integrity of the newly installed packages on the new boot environment, invoke the pkgchk command as follows:

#  luupgrade -C -n BE-name -O "-v" package-name

-C

Indicates to run the pkgchk command on the named packages.

-n BE-name

Specifies the name of the boot environment where the check is to be performed.

-O

Passes the options directly to the pkgchk command.

package-name

Specifies the names of the packages to be checked. Separate multiple package names with spaces. If package names are omitted, the check is done on all packages in the specified boot environment.

“-v”

Specifies to run the command in verbose mode.

Example 5-6 Checking the Integrity of Packages on a Boot Environment

In this example, the packages SUNWabc, SUNWdef, and SUNWghi are checked to make sure they were installed properly and are not damaged.

# luupgrade -C -n second_disk SUNWabc SUNWdef SUNWghi

Upgrading by Using a JumpStart Profile

You can create a JumpStart profile to use with Live Upgrade. The following procedures enable you to create a profile, test the profile, and install by using the luupgrade command with the -j option.

---

Caution - When you install the Oracle Solaris OS with a flash archive, the archive and the installation media must contain identical OS versions. For example, if the archive is the Oracle Solaris 10 operating system and you are using DVD media, then you must use Oracle Solaris 10 DVD media to install the archive. If the OS versions do not match, the installation on the target system fails. Identical operating systems are necessary when you use the following keyword or command: archive_location keyword in a profile luupgrade command with the -s, -a, -j, and -J options

---

For more information see the following:

• How to Create a Profile to be Used by Live Upgrade

• How to Test a Profile to Be Used by Live Upgrade

• How to Upgrade With a Profile by Using Live Upgrade

• For creating a JumpStart profile, see Creating a Profile in Oracle Solaris 10 1/13 Installation Guide: JumpStart Installations

How to Create a Profile to be Used by Live Upgrade

This procedure shows you how to create a profile for use with Live Upgrade. You can use this profile to upgrade an inactive boot environment by using the luupgrade command with the -j option.

For procedures to use this profile, see the following sections:

• For an upgrade with a profile, see How to Upgrade With a Profile by Using Live Upgrade.

• For a Flash Archive installation with a profile, see How to Install a Flash Archive With a Profile.

1. Use a text editor to create a text file.

   Name the file descriptively. Ensure that the name of the profile reflects how you intend to use the profile to install the Oracle Solaris software on a system. For example, you might name this profile upgrade_Solaris_10.

2. Add profile keywords and values to the profile.

   Only the upgrade keywords in Table 5-3 and Table 5-4 can be used in a Live Upgrade profile.

   The following table lists the keywords you can use with the Install_type keyword values of upgrade or flash_install.

3. Save the profile in a directory on the local system.
4. Ensure that root owns the profile and that the permissions are set to 644.

Example 5-7 Creating a Live Upgrade Profile

In this example, a profile provides the upgrade parameters. This profile is to be used to upgrade an inactive boot environment with the Live Upgrade luupgrade command and the -u and -j options. This profile adds a package and a cluster. A regional locale and additional locales are also added to the profile. If you add locales to the profile, make sure that you have created a boot environment with additional disk space.

# profile keywords         profile values
# ----------------         -------------------
  install_type             upgrade
  package                  SUNWxwman add
  cluster                  SUNWCacc add
  geo                      C_Europe
  locale                   zh_TW
  locale                   zh_TW.BIG5
  locale                   zh_TW.UTF-8
  locale                   zh_HK.UTF-8
  locale                   zh_HK.BIG5HK
  locale                   zh
  locale                   zh_CN.GB18030
  locale                   zh_CN.GBK
  locale                   zh_CN.UTF-8

Example 5-8 Creating a Live Upgrade Profile to Install a Differential Archive

The following example of a profile is to be used by Live Upgrade to install a differential archive on a clone system. Only files that are specified by the differential archive are added, deleted, or changed. The flash archive is retrieved from an NFS server. Because the image was built by the original master system, the clone system is not checked for a valid system image. This profile is to be used with the Live Upgrade luupgrade command and the -u and -j options.

# profile keywords         profile values
# ----------------         -------------------
 install_type              flash_update
 archive_location          nfs installserver:/export/solaris/archive/solarisarchive
 no_master_check

For information about how to use the luupgrade command to install the differential archive, see How to Install a Flash Archive With a Profile.

Next Steps

If you want to test the profile, see How to Test a Profile to Be Used by Live Upgrade.

How to Test a Profile to Be Used by Live Upgrade

After you create a profile, use the luupgrade command to test the profile. By looking at the installation output that is generated by luupgrade, you can quickly determine if a profile works as you intended.

• Test the profile.

  # luupgrade -u -n BE-name -D -s os-image-path -j profile-path

  -u

  Upgrades an operating system image on a boot environment.

  -n BE-name

  Specifies the name of the boot environment that is to be upgraded.

  -D

  Uses the selected boot environment's disk configuration to test the profile options that are passed with the -j option.

  -s os-image-path

  Specifies the path name of a directory that contains an operating system image. This directory can be on an installation medium, such as a DVD-ROM, CD-ROM, or it can be an NFS or UFS directory.

  -j profile-path

  Path to a profile that is configured for an upgrade. The profile must be in a directory on the local machine.

Example 5-9 Testing a Profile by Using Live Upgrade

In the following example, the profile is named Flash_profile. The profile is successfully tested on the inactive boot environment that is named second_disk.

# luupgrade -u -n u1b08 -D -s /net/installsvr/export/u1/combined.u1wos \
 -j /var/tmp/flash_profile
Validating the contents of the media /net/installsvr/export/u1/combined.u1wos.
The media is a standard Solaris media.
The media contains an operating system upgrade image.
The media contains Solaris version 10.
Locating upgrade profile template to use.
Locating the operating system upgrade program.
Checking for existence of previously scheduled Live Upgrade requests.
Creating upgrade profile for BE second_disk.
Determining packages to install or upgrade for BE second_disk.
Simulating the operating system upgrade of the BE second_disk.
The operating system upgrade simulation is complete.
INFORMATION: var/sadm/system/data/upgrade_cleanup contains a log of the
upgrade operation.
INFORMATION: var/sadm/system/data/upgrade_cleanup contains a log of
cleanup operations required.
The Solaris upgrade of the boot environment second_disk is complete.

You can now use the profile to upgrade an inactive boot environment.

How to Upgrade With a Profile by Using Live Upgrade

This procedure provides step-by-step instructions for upgrading an OS by using a profile.

If you want to install a flash archive by using a profile, see How to Install a Flash Archive With a Profile.

Before You Begin

If you added locales to the profile, make sure that you have created a boot environment with additional disk space.

---

Caution - When you install the Oracle Solaris OS with a flash archive, the archive and the installation media must contain identical OS versions. For example, if the archive is the Oracle Solaris 10 operating system and you are using DVD media, then you must use Oracle Solaris 10 DVD media to install the archive. If the OS versions do not match, the installation on the target system fails. Identical operating systems are necessary when you use the following keyword or command: archive_location keyword in a profile luupgrade command with the -s, -a, -j, and -J options

---

1. Install the Live Upgrade SUNWlucfg, SUNWlur, and SUNWluu packages on your system.

   These packages must be from the release you are upgrading to. For step-by-step procedures, see How to Install Live Upgrade With the pkgadd Command.

2. Create a profile.

   See How to Create a Profile to be Used by Live Upgrade for a list of upgrade keywords that can be used in a Live Upgrade profile.

3. Upgrade the OS by using a profile.

   # luupgrade -u -n BE-name -s os-image-path -j profile-path

   -u

   Upgrades an operating system image on a boot environment.

   -n BE-name

   Specifies the name of the boot environment that is to be upgraded.

   -s os-image-path

   Specifies the path name of a directory that contains an operating system image. This directory can be on an installation medium, such as a DVD-ROM, CD-ROM, or it can be an NFS or UFS directory.

   -j profile-path

   Path to a profile. The profile must be in a directory on the local machine. For information about creating a profile, see How to Create a Profile to be Used by Live Upgrade.

Example 5-10 Upgrading a Boot Environment by Using a Custom JumpStart Profile

In this example, the second_disk boot environment is upgraded by using a profile. The -j option is used to access the profile. The boot environment is then ready to be activated. For information about how to create a profile, see How to Create a Profile to be Used by Live Upgrade. The pkgadd command adds the Live Upgrade packages from the release you are upgrading to.

# pkgadd -d /server/packages SUNWlucfg SUNWlur SUNWluu
# luupgrade -u -n second_disk \ 
-s /net/installmachine/export/solarisX/OS_image \ 
-j /var/tmp/profile 

Next Steps

The boot environment is ready to be activated. See Activating a Boot Environment.

JumpStart Keyword Values

Table 5-3 Keywords for an Initial Archive Creation

Table 5-4 Keywords for a Differential Archive Creation