Upgrade on Linux nodes

Use these tables to access documentation for IBM Spectrum Scale™ upgrade on Linux nodes.

Note: The list of topics in the following table for upgrade on Linux nodes is not exhaustive. The high-level process of upgrade is included here with corresponding links to respective documentation topics. For detailed information, see Upgrading.

Table 1. Understand product features, planning considerations, and prerequisites
Upgrade task	Documentation
1 Go through the IBM Spectrum Scale product overview to understand the available features including support for protocols.	Product overview
2 Review the planning considerations for IBM Spectrum Scale including protocols.	Planning for GPFS Planning for protocols
3 Review the hardware requirements, software requirements, and additional prerequisites including those for protocols.	Hardware requirements Software requirements Installation prerequisites For the latest prerequisites information including supported Linux distributions and minimum kernel level, see the IBM Spectrum Scale FAQ on IBM® Knowledge Center.

Table 2. Prepare for upgrade
Upgrade task	Documentation
1 Understand the available upgrade options and supported upgrade paths, and choose one of the two upgrade options. Upgrade manually Upgrade using installation toolkit	Upgrading IBM Spectrum Scale supported upgrade paths Online upgrade support for protocols and performance monitoring IBM Spectrum Scale installation toolkit - upgrade process flow Performing offline upgrade or excluding nodes from upgrade using installation toolkit
2 Review considerations for upgrade including coexistence considerations and compatibility considerations.	Coexistence considerations Compatibility considerations Considerations for IBM Spectrum Protect for Space Management GUI user role considerations

Table 3. Perform manual upgrade
Upgrade task	Documentation
1 Upgrade core GPFS using one of these procedures depending on your source and target version.	Upgrading to IBM Spectrum Scale 5.0.x from IBM Spectrum Scale 4.2.y or later Upgrading to IBM Spectrum Scale 4.2.y from IBM Spectrum Scale 4.1.x Upgrading to IBM Spectrum Scale 4.1.1.x from GPFS V4.1.0.x Upgrading from GPFS 3.5
2 Upgrade protocols.	Upgrading object packages Upgrading NFS packages Upgrading SMB packages
3 Upgrade performance monitoring.	Manually upgrading the performance monitoring tool Manually upgrading pmswift
4 Upgrade management GUI.	Manually upgrading the IBM Spectrum Scale management GUI
5 Upgrade call home.	Upgrading call home
6 Upgrade file audit logging.	Upgrading file audit logging authentication
7 Upgrade Cloud services.	Upgrading Cloud services
8 Complete the upgrade.	Completing the upgrade to a new level of IBM Spectrum Scale
Optional Revert to the previous level, if needed.	Reverting to the previous level of IBM Spectrum Scale
Optional Change the product edition, if needed.	Changing the IBM Spectrum Scale product edition

Table 4. Perform upgrade using the installation toolkit
Upgrade task	Documentation
1 Ensure that preparatory tasks for using the installation toolkit are complete.	Preparing to use the installation toolkit
2 Review the considerations for doing upgrade with the installation toolkit and do the upgrade steps.	Upgrading IBM Spectrum Scale components with the installation toolkit
3 Complete the upgrade.	Completing the upgrade to a new level of IBM Spectrum Scale
Optional Perform offline upgrade.	Performing offline upgrade or excluding nodes from upgrade using installation toolkit
Optional Rerun upgrade after an upgrade failure.	Upgrade rerun after an upgrade failure
Optional Upgrade IBM Spectrum Scale on IBM Spectrum Archive™ Enterprise Edition (EE) nodes.	Upgrading IBM Spectrum Scale on IBM Spectrum Archive Enterprise Edition (EE) nodes using the installation toolkit