Offline upgrade of IBM Storage Scale Erasure Code Edition by using the installation toolkit

1. Download IBM Storage Scale Erasure Code Edition self-extracting package from the IBM Storage Scale page on Fix Central.

   The name of IBM Storage Scale Erasure Code Edition self-extracting installation package is similar to Spectrum_Scale_Erasure_Code-5.x.y.z-x86_64-Linux-install.

2. Extract the installation package.

   # ./Spectrum_Scale_Erasure_Code-5.x.y.z-x86_64-Linux-install --silent --textonly

   # ./Spectrum_Scale_Erasure_Code-5.x.y.z-x86_64-Linux-install --textonly

   The installation toolkit gets extracted to the /usr/lpp/mmfs/5.x.y.z/ansible-toolkit/ directory.

   To verify that the extracted package is of IBM Storage Scale Erasure Code Edition, go to the /usr/lpp/mmfs/5.x.y.z/gpfs_rpms directory and check for gpfs.gnr* packages.

3. Change the directory to where the installation toolkit is extracted.

   cd /usr/lpp/mmfs/5.x.y.z/ansible-toolkit

4. Specify the installer node and the setup type in the cluster definition file.
   The setup type must be ece for IBM Storage Scale Erasure Code Edition.

   ./spectrumscale setup -s InstallerNodeIP -st ece

5. Run the config populate command to populate the cluster definition file with the current cluster configuration.

   ./spectrumscale config populate -N ScaleOutNodeIP

   Note: If the config populate command does not work, you can still use the installation toolkit to populate the cluster configuration by using manual commands such as ./spectrumscale node add.
6. Stop the workloads that are running on the nodes that you are upgrading.
7. If there are protocol nodes in the cluster, suspend Cluster Export Services (CES) on the protocol nodes and stop protocol services.

   mmces node suspend -N ProtocolNodeList --stop

   ProtocolNodeList is a list of all protocol nodes in the cluster.

8. Shut down GPFS on all nodes in the cluster.

   mmshutdown -a

9. Designate all nodes in the cluster as offline in the installation toolkit upgrade configuration.

   ./spectrumscale upgrade config offline -N NodeList

   NodeList is a list of all nodes in the cluster.

   You can exclude nodes from the current upgrade process by using the following command:

   ./spectrumscale upgrade config exclude -N NodeName

Perform the installation toolkit upgrade precheck and upgrade operations to upgrade IBM Storage Scale Erasure Code Edition cluster after you run the config populate command.

10. Perform the installation toolkit upgrade precheck before the installation toolkit upgrade.

    ./spectrumscale upgrade precheck

11. Perform the installation toolkit upgrade.

    ./spectrumscale upgrade run

    You can access the installation toolkit upgrade logs from the /usr/lpp/mmfs/5.x.y.z/ansible-toolkit/logs directory.

12. If you are using customized udev rules on your storage nodes, you need to reapply those changes to the new udev rules. The previous rules are saved in the /etc/udev/rules.d/ directory as part of the upgrade. After you apply your changes, activate the changes with the udevadm command.
13. Start GPFS on all nodes in the cluster.

    mmstartup -a

14. If there are protocol nodes in the cluster, resume CES on the protocol nodes and start protocol services.

    mmces node resume -N ProtocolNodeList --start

    ProtocolNodeList is a list of all protocol nodes in the cluster.

15. After the upgrade process is done, complete the upgrade to the new code level to take advantage of the new functions. For more information, see Completing the upgrade to a new level of IBM Spectrum® Scale in IBM Storage Scale: Concepts, Planning, and Installation Guide.
16. After successfully upgrading all ECE nodes to the new release, you must verify and update the configurations on the ECE server with the new release settings. For the detailed steps, see Verifying and updating the configurations.