freebsd-dev/release/doc/en_US.ISO8859-1/installation/common/upgrade.sgml
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<!--
$FreeBSD$
This section contains the contents of the old UPGRADE.TXT
file.
-->
<sect1 id="upgrading">
<title>Upgrading &os;</title>
<para>These instructions describe a procedure for doing a binary
upgrade from an older version of &os;.</para>
<warning>
<para>While the &os; upgrade procedure does its best to
safeguard against accidental loss of data, it is still more than
possible to <emphasis>wipe out your entire disk</emphasis> with
this installation! Please do not accept the final confirmation
request unless you have adequately backed up any important data
files.</para>
</warning>
<important>
<para>These notes assume that you are using the version of
&man.sysinstall.8; supplied with the version of &os; to which you
intend to upgrade. Using a mismatched version of &man.sysinstall.8; is
almost guaranteed to cause problems and has been known to leave
systems in an unusable state. The most commonly made mistake in
this regard is the use of an old copy of &man.sysinstall.8; from
an existing installation to upgrade to a newer version of
&os;. This is <emphasis>not</emphasis> recommended.</para>
<para>Furthermore, if you are upgrading from &os; 2.2.5 or
earlier, see <xref linkend="fstab"> for important details regarding changes
to the <filename>/etc/fstab</filename> file required during the upgrade procedure.</para>
</important>
<sect2>
<title>Introduction</title>
<para>The upgrade procedure replaces distributions selected by the
user with those corresponding to the new &os; release. It
preserves standard system configuration data, as well as user
data, installed packages and other software.</para>
<para>Administrators contemplating an upgrade are encouraged to
study this section in its entirety before commencing an upgrade.
Failure to do so may result in a failed upgrade or loss of data.</para>
<sect3>
<title>Upgrade Overview</title>
<para>Upgrading of a distribution is performed by extracting the
new version of the component over the top of the previous
version. Files belonging to the old distribution are not
deleted.</para>
<para>System configuration is preserved by retaining and
restoring the previous version of the following files:</para>
<para><filename>Xaccel.ini</filename>,
<filename>adduser.conf</filename>,
<filename>aliases</filename>,
<filename>aliases.db</filename>,
<filename>amd.map</filename>,
<filename>crontab</filename>,
<filename>csh.cshrc</filename>,
<filename>csh.login</filename>,
<filename>csh.logout</filename>,
<filename>daily</filename>,
<filename>disktab</filename>,
<filename>dm.conf</filename>,
<filename>exports</filename>,
<filename>fbtab</filename>,
<filename>fstab</filename>,
<filename>ftpusers</filename>,
<filename>gettytab</filename>,
<filename>gnats</filename>,
<filename>group</filename>,
<filename>hosts</filename>,
<filename>hosts.equiv</filename>,
<filename>hosts.lpd</filename>,
<filename>inetd.conf</filename>,
<filename>kerberosIV</filename>,
<filename>localtime</filename>,
<filename>login.access</filename>,
<filename>mail.rc</filename>,
<filename>make.conf</filename>,
<filename>manpath.config</filename>,
<filename>master.passwd</filename>,
<filename>mib.txt</filename>,
<filename>modems</filename>,
<filename>monthly</filename>,
<filename>motd</filename>,
<filename>namedb</filename>,
<filename>networks</filename>,
<filename>nsswitch.conf</filename>,
<filename>passwd</filename>,
<filename>phones</filename>,
<filename>ppp</filename>,
<filename>printcap</filename>,
<filename>profile</filename>,
<filename>protocols</filename>,
<filename>pwd.db</filename>,
<filename>rc</filename>,
<filename>rc.firewall</filename>,
<filename>rc.i386</filename>,
<filename>rc.local</filename>,
<filename>rc.network</filename>,
<filename>rc.conf</filename>,
<filename>remote</filename>,
<filename>resolv.conf</filename>,
<filename>rmt</filename>,
<filename>security</filename>,
<filename>sendmail.cf</filename>,
<filename>services</filename>,
<filename>shells</filename>,
<filename>skeykeys</filename>,
<filename>spwd.db</filename>,
<filename>supfile,</filename>
<filename>syslog.conf</filename>,
<filename>termcap</filename>,
<filename>ttys</filename>,
<filename>uucp</filename>,
<filename>weekly</filename></para>
<para>The versions of these files which correspond to the new
version are moved to <filename>/etc/upgrade/</filename>. The
system administrator may peruse these new versions and merge
components as desired. Note that many of these files are
interdependent, and the best merge procedure is to copy all
site-specific data from the current files into the new.</para>
<para>During the upgrade procedure, the administrator is
prompted for a location into which all files from
<filename>/etc/</filename> are saved. In the event that local
modifications have been made to other files, they may be
subsequently retrieved from this location.</para>
</sect3>
</sect2>
<sect2>
<title>Procedure</title>
<para>This section details the upgrade procedure. Particular
attention is given to items which substantially differ from a
normal installation.</para>
<sect3>
<title>Backup</title>
<para>User data and system configuration should be backed up
before upgrading. While the upgrade procedure does its best
to prevent accidental mistakes, it is possible to partially or
completely destroy data and configuration information.</para>
</sect3>
<sect3>
<title>Mount Filesystems</title>
<para>The disklabel editor is entered with the nominated disk's
filesystem devices listed. Prior to commencing the upgrade, the
administrator should make a note of the device names and
corresponding mountpoints. These mountpoints should be entered
here. <emphasis>Do not</emphasis>set the <quote>newfs
flag</quote> for any filesystems, as this will cause data
loss.</para>
</sect3>
<sect3>
<title>Select Distributions</title>
<para>When selecting distributions, there are no constraints
on which must be selected. As a general rule, the <literal>bin</literal>
distribution should be selected for an update, and the <literal>man</literal>
distribution if manpages are already installed. Other
distributions may be selected beyond those originally
installed if the administrator wishes to add additional
functionality.</para>
</sect3>
<sect3 id="fstab">
<title>After Installation</title>
<para>Once the installation procedure has completed, the
administrator is prompted to examine the new configuration
files. At this point, checks should be made to ensure that the
system configuration is valid. In particular, the
<filename>/etc/rc.conf</filename> and
<filename>/etc/fstab</filename> files should be checked.</para>
<para>Read the following, but <emphasis>do not</emphasis> update
<filename>/etc/fstab</filename> as described below until the new
system has booted correctly. The upgrade procedure replaces the
previous &os; kernel with a <filename>GENERIC</filename> kernel,
and a custom kernel may need to be generated to suit the local
system configuration.</para>
<important>
<para>&os; 2.2.6 introduced a change in the naming of the
device from which the root filesystem is mounted. This
change affects all systems, however user intervention is
only required for systems undergoing an upgrade installation
from a version prior to &os; 2.2.6.</para>
<para>Previously, the root filesystem was always mounted from
the compatibility slice, while other partitions on the same
disk were mounted from their true slice. This might, for
example, have resulted in an <filename>/etc/fstab</filename>
file like:</para>
<screen># Device Mountpoint FStype Options Dump Pass#
/dev/wd0s2b none swap sw 0 0
/dev/wd0a / ufs rw 1 1
/dev/wd0s2f /local0 ufs rw 1 1
/dev/wd0s2e /usr ufs rw 1 1</screen>
<para>For &os; 2.2.6 and later, this format changes so that
the device for <filename>/</filename> is consistent with
others. Also, the driver for the ATA-drives has changed from
&man.wd.4; to &man.ad.4;, so the new file could look something
like:</para>
<screen># Device Mountpoint FStype Options Dump Pass#
/dev/ad0s2b none swap sw 0 0
/dev/ad0s2a / ufs rw 1 1
/dev/ad0s2f /local0 ufs rw 1 1
/dev/ad0s2e /usr ufs rw 1 1</screen>
<para>If <filename>/etc/fstab</filename> is not updated
manually in this case, the system will issue a warning message
whenever <filename>/</filename> is mounted (normally at
startup) indicating the change that must be made. In
addition, trouble may be experienced if the root filesystem is
not correctly unmounted, whereby the root filesystem will not
be marked clean at the next reboot.</para>
<para>This change should be made as soon as the upgraded
system has been successfully rebooted.</para>
</important>
</sect3>
</sect2>
<sect2>
<title>Alternative Upgrade Techniques</title>
<para>Those interested in an upgrade method that allows more
flexibility and sophistication should take a look at the
<quote>Upgrading FreeBSD from source</quote> tutorial found at
http://www.freebsd.org/docs.html. This method requires reliable
network connectivity, extra disk space and spare time, but has
advantages for networks and other more complex
installations.</para>
</sect2>
</sect1>