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Upgrade guidance updates from VLT-172 (#13327)
* Upgrade guidance updates from VLT-172 Trying to clarify some upgrade questions. Learn update to follow in separate PR. * Apply suggestions from code review Co-authored-by: Nick Cabatoff <ncabatoff@hashicorp.com> Co-authored-by: Nick Cabatoff <ncabatoff@hashicorp.com>
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@@ -340,6 +340,12 @@ docs](#generate-disaster-recovery-operation-token) for more information.
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!> Only one performance primary should be active at a given time. Multiple primaries may
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!> Only one performance primary should be active at a given time. Multiple primaries may
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result in data loss!
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result in data loss!
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~> It is not safe to replicate from a newer version of Vault to an older version.
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When upgrading replicated clusters, ensure that upstream clusters are always
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on older versions of Vault than downstream clusters. See
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[Upgrading Vault](/docs/upgrading#replication-installations) for an example.
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| Method | Path |
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| Method | Path |
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| :----- | :-------------------------------------- |
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| :----- | :-------------------------------------- |
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| `POST` | `/sys/replication/dr/secondary/promote` |
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| `POST` | `/sys/replication/dr/secondary/promote` |
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@@ -144,6 +144,12 @@ Vault Replication for operators.
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# Caveats
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# Caveats
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~> **Mismatched Cluster Versions**: It is not safe to replicate from a newer
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version of Vault to an older version. When upgrading replicated clusters,
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ensure that upstream clusters are always on older version of Vault than
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downstream clusters. See
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[Upgrading Vault](/docs/upgrading#replication-installations) for an example.
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- **Read-After-Write Consistency**: All write requests are forwarded from
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- **Read-After-Write Consistency**: All write requests are forwarded from
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secondaries to the primary cluster in order to avoid potential conflicts.
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secondaries to the primary cluster in order to avoid potential conflicts.
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While replication is near real-time, it is not instantaneous, meaning there
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While replication is near real-time, it is not instantaneous, meaning there
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@@ -20,11 +20,25 @@ structure that make the data incompatible with a downgrade. If you need to roll
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back to a previous version of Vault, you should roll back your data store as
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back to a previous version of Vault, you should roll back your data store as
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well.
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well.
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Vault upgrades are designed such that large jumps (ie 1.3.10 -> 1.7.x) are
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supported. The upgrade notes for each intervening version must be reviewed. The
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upgrade notes may describe additional steps or configuration to update before,
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during, or after the upgrade.
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## Learn
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## Learn
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Refer to the [Vault Upgrade Standard Procedure](https://learn.hashicorp.com/tutorials/vault/sop-upgrade)
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Refer to the [Vault Upgrade Standard Procedure](https://learn.hashicorp.com/tutorials/vault/sop-upgrade)
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guide for step-by-step examples of upgrading Vault Enterprise.
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guide for step-by-step examples of upgrading Vault Enterprise.
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## Agent
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The Vault Agent is an API client of the Vault Server. Vault APIs are almost
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always backwards compatible. When they are not, this is called out in the
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upgrade guide for the new Vault version, and there is a lengthy deprecation
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period. The Vault Agent version can lag behind the Vault Server version, though
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we recommend keeping all Vault instances up to date with the most recent minor Vault version
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to the extent possible.
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## Testing the Upgrade
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## Testing the Upgrade
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It's always a good idea to try to ensure that the upgrade will be successful in
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It's always a good idea to try to ensure that the upgrade will be successful in
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@@ -115,8 +129,11 @@ Upgrading installations of Vault which participate in [Enterprise Replication](/
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- When satisfied with functionality of upgraded secondary instances, upgrade
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- When satisfied with functionality of upgraded secondary instances, upgrade
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the primary instance
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the primary instance
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Upgrades of multiple replicated clusters can be complicated. Here is an
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~> **Note:** It is not safe to replicate from a newer version of Vault to an
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example.
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older version. When upgrading replicated clusters, ensure that upstream clusters
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are always on older versions of Vault than downstream clusters.
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Here is an example of upgrading four Vault replicated Vault clusters:
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