Considerations for upgrading from an operating system not supported in IBM Storage Scale 5.1.x.x

In IBM Storage Scale 5.1.0.x, there are several changes in the operating system support matrix. Therefore, note the considerations that might apply to your environment and then plan the upgrade.

Note: The IBM Storage Scale upgrade procedures and the guidance for the operating system upgrades remain largely unchanged and they can be used as before.

Use the installation toolkit for upgrading to IBM Storage Scale 5.1.x.x. You can also use the manual upgrade procedure, but it requires more steps to be done that the installation toolkit does automatically.

If you are upgrading from a release earlier than IBM Storage Scale 5.0.0, you can either use the offline upgrade procedure that requires complete cluster shutdown or do the upgrade in two hops.

For more information, see the following topics:

The following considerations apply if you are upgrading from an operating system that is not supported in IBM Storage Scale 5.1.x.x:

  • After you upgrade to the new operating system, you might need to reinstall packages specific to the new operating system for some components such as performance monitoring, NFS, SMB, or GUI.
  • The object protocol is not supported on Ubuntu and Red Hat Enterprise Linux 7.x on IBM Storage Scale 5.1.x.x. If you want to continue to use the object protocol on Ubuntu or Red Hat Enterprise Linux 7.x operating systems, it is advised to continue on IBM Storage Scale 5.0.x. System upgrade paths are as follows:
    Ubuntu 16.0.4 or 18.04
    1. Disable the object.
    2. Upgrade to Ubuntu 20.04.
    3. Upgrade to IBM Storage Scale 5.1.x.x.
    Note: Object services will not be available after the upgrade.
    Red Hat Enterprise Linux 7.6 or earlier 7.x
    1. Stop object services.
    2. Clean up object packages. For more information, see Instructions for removing object protocol packages when upgrading protocol nodes to Red Hat Enterprise Linux 8.x.
    3. Upgrade protocol nodes to Red Hat Enterprise Linux 8.1 or later by using the Red Hat Leapp utility.
    4. Upgrade to IBM Storage Scale 5.1.x.x.
  • If you have NFS or SMB enabled on SLES 12 nodes, you must disable NFS and SMB before you upgrade the operating system to SLES 15 and then you upgrade to IBM Storage Scale 5.1.x.x. You can enable SMB and NFS after these tasks are completed.
  • If you have NFS or SMB enabled on Ubuntu 16.04 or 18.04 nodes, you must disable NFS and SMB before you upgrade the operating system to Ubuntu 20.04 and then you upgrade to IBM Storage Scale 5.1.x.x. You can enable SMB and NFS after these tasks are completed.
Table 1. Upgrade paths if upgrade from OS not supported in IBM Storage Scale 5.1.x.x
Current IBM Storage Scale version Current operating system version to target operating system version Recommended course of action for upgrade
Version 5.0.0.0 or later

SLES 12 to SLES 15

  1. Upgrade the operating system.
  2. Upgrade to IBM Storage Scale 5.1.x.x by using the installation toolkit.

Ubuntu 16.04 or 18.04 to Ubuntu 20.04
  1. Upgrade the operating system.
  2. Upgrade to IBM Storage Scale 5.1.x.x by using the installation toolkit.
Red Hat Enterprise Linux 7.x (earlier than 7.6) to Red Hat Enterprise Linux 7.7 or later
  1. Upgrade the operating system.
  2. Upgrade to IBM Storage Scale 5.1.x.x by using the installation toolkit.
Version 4.2.3.x or earlier (4.2.0.x or later)

SLES 12 to SLES 15

  1. Upgrade to IBM Storage Scale 5.0.x.x by using the installation toolkit.
  2. Upgrade the operating system.
  3. Upgrade to IBM Storage Scale 5.1.x.x by using the installation toolkit.

You can also use the offline upgrade procedure to directly upgrade to 5.1.x.x after the operating system upgrade is done.

Ubuntu 16.04 to Ubuntu 20.04

This upgrade path requires offline upgrade.

  1. Bring the cluster offline.
  2. Upgrade the operating system.
  3. Upgrade to IBM Storage Scale 5.1.x.x by using the installation toolkit.
  4. Bring the cluster online.
Red Hat Enterprise Linux 6.x or 7.x (version 7.6 or earlier) to Red Hat Enterprise Linux 7.7 or later
  1. Upgrade to IBM Storage Scale 5.0.x.x by using the installation toolkit.
  2. Upgrade the operating system.
  3. Upgrade to IBM Storage Scale 5.1.x.x by using the installation toolkit.

You can also use the offline upgrade procedure to directly upgrade to 5.1.x.x after you upgrade the operating system.