Upgrading

Table of Contents

This guide documents our recommendation on how to upgrade an existing installation of CFEngine Enterprise to 3.12. Community users can use these instructions as a guide skipping the parts that are not relevant.

In short, the steps are:

  1. Backup
  2. Masterfiles Policy Framework upgrade
  3. Enterprise Hub binary upgrade
  4. Agent binary upgrade

Notes:

Backup

Take a full backup from your policy hub before making any changes so that you can recover if anything goes wrong.

  1. Stop the CFEngine services.

    For systemd managed systems:

    root@hub:~# systemctl stop cfengine3
    

    For SysVinit:

    root@hub:~# service cfengine3 stop
    
  2. Create an archive containing all cfengine information.

    Ensure you have enough disk space where your backup archive will be created.

    root@hub:~# tar -czf /tmp/$(date +%Y-%m-%d)-cfengine-full-backup.tar.gz /var/cfengine /opt/cfengine
    

    See Also: Hub administration backup and restore

  3. Copy the archive to a safe location.

  4. Start the CFEngine services.

    For systemd managed systems:

    root@hub:~# systemctl start cfengine3
    

    For SysVinit:

    root@hub:~# service cfengine3 start
    

Masterfiles Policy Framework upgrade

The Masterfiles Policy Framework is available in the hub package, separately on the download page, or directly from the masterfiles repository on github.

Normally most files can be replaced with new ones, files that typically contain user modifications include promises.cf, controls/*.cf, and services/main.cf.

Once the Masterfiles Policy Framework has been qualified and distributed to all agents you are ready to begin binary upgrades.

Enterprise Hub binary upgrade

  1. Ensure the CFEngine services are running

    For systemd managed systems:

    root@hub:~# systemctl start cfengine3
    

    For SysVinit:

    root@hub:~# service cfengine3 start
    
  2. Install the new Enterprise Hub package (you may need to adjust the package name based on CFEngine edition, version and distribution).

    Red Hat/CentOS:

    root@hub:~# rpm -U cfengine-nova-hub-3.12.1-1.el6.x86_64.rpm
    

    Debian/Ubuntu:

    root@hub:~# dpkg --install cfengine-nova-hub_3.12.1-1_amd64-deb7.deb
    

    Community does not have a hub specific package.

  3. Check /var/log/CFEngineHub-Install.log for errors.

  4. Run the policy on the hub several times or wait for the system to converge.

    root@hub:~# for i in 1 2 3; do /var/cfengine/bin/cf-agent -KIf update.cf; /var/cfengine/bin/cf-agent -KI; done
    

Agent binary upgrade

  1. Publish binary packages under /var/cfengine/master_software_updates/$(sys.flavor)_$(sys.arch)/ on the policy server. To automatically download packages for all supported platforms execute the self upgrade policy with the cfengine_master_software_content_state_present class defined.

    For example:

    root@hub:~# cf-agent -KIf standalone_self_upgrade.cf --define cfengine_master_software_content_state_present
    
  2. Define the trigger_upgrade class to allow hosts to attempt self upgrade. In this example hosts with IPv4 addresses in 192.0.2.0/24 or 203.0.113.0/24 network range, or hosts running cfengine 3.10.x except for cfengine 3.10.2. It's recommended to start with a small scope, and gradually increase until all hosts are upgraded.

    {
      "classes": {
       "trigger_upgrade": [
         "ipv4_192_0_2",
         "ipv4_203_0_13",
         "cfengine_3_10_(?!2$)\d+"
       ]
      }
    }
    

    Note: The negative look ahead regular expression is useful because it automatically turns off on hosts after they reach the target version.

  3. Verify that the selected hosts are upgrading successfully.

  • Mission Portal Inventory reporting interface Inventory Management

  • Inventory API

     root@hub:~# curl -k \
     --user <admin>:<password> \
     -X POST \
     https://hub.localdomain/api/inventory  \
     -H 'content-type: application/json' \
     -d '{
           "sort":"Host name",
           "filter":{
              "CFEngine version":{
                 "not_match":"3.12.0"
              }
           },
           "select":[
              "Host name",
              "CFEngine version"
            ]
         }'
    

    Once all hosts have been upgraded ensure the trigger_upgrade class is no longer defined so that agents stop trying to self upgrade.