Solaris Express Installation Guide: Solaris Live Upgrade and Upgrade Planning

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 Solaris Flash:

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 procedures about creating a boot environment with mirrored file systems, see 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 9, Upgrading the Solaris OS on a System With Non-Global Zones Installed.
Rather than upgrading, if you have created a Solaris 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 Solaris Flash Archives on a Boot Environment.

Upgrading a System With Packages or Patches

You can use Solaris Live Upgrade to add patches and packages to a system. Solaris 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 Solaris 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, Solaris Live Upgrade requires packages or patches that comply with the SVR4 advanced packaging guidelines. While Sun packages conform to these guidelines, Sun 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 B, Additional SVR4 Packaging Requirements (Reference).

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


Type of Installation	Description	For More Information
Adding patches to a boot environment.	Create a new boot environment and use the `luupgrade` command with the `-t` option.	To Add Patches to a Network Installation Image on a Boot Environment
Adding packages to a boot environment.	Use the `luupgrade` command with the `-p` option.	To Add Packages to a Network Installation Image on a Boot Environment

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 To Upgrade a Network Installation Image From Multiple CDs.

Install the Solaris 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 To Install Solaris Live Upgrade With the pkgadd Command.

Become superuser or assume an equivalent role.

Roles contain authorizations and privileged commands. For more information about roles, see Configuring RBAC (Task Map) in System Administration Guide: Security Services.

Indicate the boot environment to upgrade and the path to the installation software by typing:
# 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 Solaris Live Upgrade packages from the release you are upgrading to.

# pkgadd -d /server/packages SUNWlucfg SUNWlur SUNWluu
# luupgrade -u -n second_disk -s /media/cdrom/s0

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 Solaris 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_11/OS_image

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.

Install the Solaris 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 To Install Solaris Live Upgrade With the pkgadd Command.

Become superuser or assume an equivalent role.

Roles contain authorizations and privileged commands. For more information about roles, see Configuring RBAC (Task Map) in System Administration Guide: Security Services.

Indicate the boot environment to upgrade and the path to the installation software by typing:
# 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

When the installer is finished with the contents of the first CD, insert the second CD.

This step is identical to the previous step, but the -u option is replaced by the -i option. Also, choose to run the installer on the second CD with menus or with text.
- This command runs the installer on the second CD with menus.
  # luupgrade -i -n BE_name -s os_image_path
- This command runs 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.

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

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

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 Solaris Software - 1 and the 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: If you do not use the -O option with the -nodisplay and -noconsole options, the character user interface (CUI) is displayed. Sun no longer recommends using the (CUI) to do Solaris Live Upgrade tasks.

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

# pkgadd -d /server/packages SUNWlucfg SUNWlur SUNWluu

Insert the Solaris Software - 1 CD and type:

For SPARC based systems:

# luupgrade -u -n second_disk -s /media/cdrom/s0

For x86 based systems:

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

Insert the Solaris Software - 2 CD and type the following.

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

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

To Add Packages to a Network Installation Image on a Boot Environment

In the following procedure, packages are removed from and added to a new boot environment.

Caution –

When you are upgrading. adding and removing packages or patches, Solaris Live Upgrade requires packages or patches that comply with the SVR4 advanced packaging guidelines. While Sun packages conform to these guidelines, Sun 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 B, Additional SVR4 Packaging Requirements (Reference).

Become superuser or assume an equivalent role.

Roles contain authorizations and privileged commands. For more information about roles, see Configuring RBAC (Task Map) in System Administration Guide: Security Services.

To remove a package or set of packages from a new boot environment, type:
# luupgrade -P -n second_disk 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, type:
# luupgrade -p -n second_disk -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 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

To Add Patches to a Network Installation Image on a Boot Environment

In the following procedure, patches are removed from and added to a new boot environment.

Caution –

When you are adding and removing packages or patches, Solaris Live Upgrade requires packages or patches that comply with the SVR4 advanced packaging guidelines. While Sun packages conform to these guidelines, Sun 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.

Become superuser or assume an equivalent role.

Roles contain authorizations and privileged commands. For more information about roles, see Configuring RBAC (Task Map) in System Administration Guide: Security Services.

To remove a patch or set of patches from a new boot environment, type:
# luupgrade -T -n second_disk 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, type the following command.
# luupgrade -t -n second_disk -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

To Obtain Information on Packages Installed on a Boot Environment

The follow procedure checks the integrity of the packages installed on the new boot environment.

Become superuser or assume an equivalent role.

Roles contain authorizations and privileged commands. For more information about roles, see Configuring RBAC (Task Map) in System Administration Guide: Security Services.

To check the integrity of the newly installed packages on the new boot environment, type:
# luupgrade -C -n second_disk -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 Solaris Live Upgrade. If you are familiar with the custom JumpStart program, this is the same profile that custom JumpStart uses. 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 Solaris OS with a Solaris Flash archive, the archive and the installation media must contain identical OS versions. For example, if the archive is the Solaris 10 operating system and you are using DVD media, then you must use 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 -s, -a, -j, and -J options

For more information see the following:

To Create a Profile to be Used by Solaris Live Upgrade

This procedure shows you how to create a profile for use with Solaris 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 To Upgrade With a Profile by Using Solaris Live Upgrade.
For a Solaris Flash installation with a profile, see To Install a Solaris Flash Archive With a Profile.

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 Solaris software on a system. For example, you might name this profile upgrade_Solaris_11.

Add profile keywords and values to the profile.

Only the upgrade keywords in the following tables can be used in a Solaris Live Upgrade profile.

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

Keywords for an Initial Archive Creation	Description	Reference
(Required) `Install_type`	Defines whether to upgrade the existing Solaris environment on a system or install a Solaris Flash archive on the system. Use the following values with this keyword: `upgrade` for an upgrade `flash_install` for a Solaris Flash installation `flash_update` for a Solaris Flash differential installation	For a description of all the values for this keyword, see install_type Profile Keyword in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.
(Required for a Solaris Flash archive) `archive_location`	Retrieves a Solaris Flash archive from a designated location.	For a list of values that can be used with this keyword, see archive_location Keyword in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.
(Optional) `cluster` (adding or deleting clusters)	Designates whether a cluster is to be added or deleted from the software group that is to be installed on the system.	For a list of values that can be used with this keyword, see cluster Profile Keyword (Adding Software Groups) in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.
(Optional) `geo`	Designates the regional locale or locales that you want to install on a system or to add when upgrading a system.	For a list of values that can be used with this keyword, see geo Profile Keyword in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.
(Optional) `local_customization`	Before you install a Solaris Flash archive on a clone system, you can create custom scripts to preserve local configurations on the clone system. The `local_customization` keyword designates the directory where you have stored these scripts. The value is the path to the script on the clone system.	For information about predeployment and postdeployment scripts, see Creating Customization Scripts in Solaris Express Installation Guide: Solaris Flash Archives (Creation and Installation).
(Optional) `locale`	Designates the locale packages you want to install or add when upgrading.	For a list of values that can be used with this keyword, see locale Profile Keyword in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.
(Optional) `package`	Designates whether a package is to be added to or deleted from the software group that is to be installed on the system.	For a list of values that can be used with this keyword, see package Profile Keyword in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.

The following table lists the keywords you can use with the Install_type keyword value flash_update.

Keywords for a Differential Archive Creation	Description	Reference
(Required) `Install_type`	Defines the installation to install a Solaris Flash archive on the system. The value for a differential archive is `flash_update`.	For a description of all the values for this keyword, see install_type Profile Keyword in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.
(Required) `archive_location`	Retrieves a Solaris Flash archive from a designated location.	For a list of values that can be used with this keyword, see archive_location Keyword in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.
(Optional) `forced_deployment`	Forces the installation of a Solaris Flash differential archive onto a clone system that is different than the software expects. If you use `forced_deployment`, all new files are deleted to bring the clone system to the expected state. If you are not certain that you want files to be deleted, use the default, which protects new files by stopping the installation.	For more information about this keyword, see forced_deployment Profile Keyword (Installing Solaris Flash Differential Archives) in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.
(Optional) `local_customization`	Before you install a Solaris Flash archive on a clone system, you can create custom scripts to preserve local configurations on the clone system. The `local_customization` keyword designates the directory where you have stored these scripts. The value is the path to the script on the clone system.	For information about predeployment and postdeployment scripts, see Creating Customization Scripts in Solaris Express Installation Guide: Solaris Flash Archives (Creation and Installation).
(Optional) `no_content_check`	When installing a clone system with a Solaris Flash differential archive, you can use the `no_content_check` keyword to ignore file-by-file validation. File-by-file validation ensures that the clone system is a duplicate of the master system. Avoid using this keyword unless you are sure the clone system is a duplicate of the original master system.	For more information about this keyword, see no_content_check Profile Keyword (Installing Solaris Flash Archives) in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.
(Optional) `no_master_check`	When installing a clone system with a Solaris Flash differential archive, you can use the `no_master_check` keyword to ignore a check of files. Clone system files are not checked. A check would ensure the clone was built from the original master system. Avoid using this keyword unless you are sure the clone system is a duplicate of the original master system.	For more information about this keyword, see no_master_check Profile Keyword (Installing Solaris Flash Archives) in Solaris Express Installation Guide: Custom JumpStart and Advanced Installations.

Save the profile in a directory on the local system.

Ensure that root owns the profile and that the permissions are set to 644.

Test the profile (optional).

For a procedure to test the profile, see To Test a Profile to Be Used by Solaris Live Upgrade.

Example 5–7 Creating a Solaris 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 Solaris 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 Solaris Live Upgrade Profile to Install a Differential Archive

The following example of a profile is to be used by Solaris 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 Solaris 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 Solaris 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

To use the luupgrade command to install the differential archive, see To Install a Solaris Flash Archive With a Profile.

To Test a Profile to Be Used by Solaris 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.

Become superuser or assume an equivalent role.

Roles contain authorizations and privileged commands. For more information about roles, see Configuring RBAC (Task Map) in System Administration Guide: Security Services.

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

luupgrade command 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 Solaris 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.

To Upgrade With a Profile by Using Solaris Live Upgrade

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

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

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

Caution –

archive_location keyword in a profile
luupgrade command with -s, -a, -j, and -J options

Install the Solaris 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 To Install Solaris Live Upgrade With the pkgadd Command.

Become superuser or assume an equivalent role.

Roles contain authorizations and privileged commands. For more information about roles, see Configuring RBAC (Task Map) in System Administration Guide: Security Services.

Create a profile.

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

Type:
# 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 To Create a Profile to be Used by Solaris 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. To create a profile, see To Create a Profile to be Used by Solaris Live Upgrade. The pkgadd command adds the Solaris 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

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