3. Upgrading LOCKSS

This chapter describes how to upgrade an existing LOCKSS 2.0 installation to LOCKSS 2.0-beta2 NOT YET RELEASED from any release of LOCKSS 2.0-alpha5, LOCKSS 2.0-alpha6, LOCKSS 2.0-alpha7, or LOCKSS 2.0-beta1. Please note:

  • If you are installing LOCKSS 2.0-beta2 NOT YET RELEASED from scratch, follow the instructions in Installing LOCKSS instead.

  • If you are upgrading an existing LOCKSS 1.x installation to LOCKSS 2.0-beta2 NOT YET RELEASED, follow the instructions in LOCKSS 1.x to 2.x Migration Guide instead.

Attention

Almost all network ports used in the LOCKSS stack changed in LOCKSS 2.0-beta2 compared to earlier "alpha" and "beta" versions of LOCKSS 2.0, which impacts firewall rules, browser bookmarks, scripts, and more. For example, the port for the Web user interface of the LOCKSS Configuration Service, often used when first logging in to LOCKSS in a browser, has moved from 24621 to 24602. See LOCKSS 2.0-beta2 Port Changes.

To upgrade to LOCKSS 2.0.90-beta2 NOT YET RELEASED, follow these steps:

  1. Before you begin the upgrade process, we recommend you first bring your operating system up to date by applying security updates and upgrading installed packages. Ask your system administrator or see Operating System Updates in the appendix.

  2. Establish a console session as the lockss user.

  3. Navigate to the LOCKSS Installer Directory, symbolically:

    cd <LOCKSS_INSTALLER_DIR>

  4. Stop the LOCKSS stack with this command:

    scripts/stop-lockss
    
  5. Download the latest version of the LOCKSS Installer with the following Curl or Wget command [1]:

    curl -sSfL https://lockss.org/downloader | sh -s - --download-dir=`pwd`
    
    wget -qO- https://lockss.org/downloader | sh -s - --download-dir=`pwd`
    
  6. The next task is to upgrade K3s from 1.21 to 1.31.

    Important

    This task is performed as root, in the LOCKSS Installer Directory (cd <LOCKSS_INSTALLER_DIR>).

    1. First, run (as root):

      scripts/install-lockss --install-k3s
      

      Tip

      This runs the K3s Installer -- the installation script provided by K3s itself. The warning or error messages that may occur while it runs vary. If this step fails, see the suggestions in the equivalent section of the manual for a first-time installation: Section 2.3.8 (Installing K3s).

    2. Then, run (as root):

      scripts/install-lockss --test-k3s
      

      Tip

      If this step fails, see the suggestions in the equivalent section of the manual for a first-time installation: Section 2.3.9 (Testing the K3s Node).

  7. Return to your ongoing lockss console session. Double-check that you are operating as lockss by typing:

    whoami
    

    and verifying that the output is lockss.

  8. Next, you will upgrade LOCKSS from a version 2.0-alpha5 or greater to LOCKSS 2.0.90-beta2 NOT YET RELEASED. Run this command:

    scripts/upgrades/upgrade-to-beta2
    
  9. If upgrade-to-beta2 succeeds, it will direct you to run configure-lockss; run this command:

    scripts/configure-lockss --replay
    

    Tip

    If any configuration question requires input, see a reference of all of configure-lockss in Section 4 (Configuring LOCKSS).

  10. Finally, start the LOCKSS stack with this command:

scripts/start-lockss