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<title>SDP Legacy Upgrade Guide (for Unix)</title>
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<body class="book">
<div id="header">
<h1>SDP Legacy Upgrade Guide (for Unix)</h1>
<div class="details">
<span id="author" class="author">Perforce Professional Services</span><br>
<span id="email" class="email"><a href="mailto:consulting@perforce.com">consulting@perforce.com</a></span><br>
<span id="revnumber">version v2020.1,</span>
<span id="revdate">2021-01-29</span>
</div>
<div id="toc" class="toc">
<div id="toctitle">Table of Contents</div>
<ul class="sectlevel1">
<li><a href="#_preface">Preface</a></li>
<li><a href="#_overview">1. Overview</a>
<ul class="sectlevel2">
<li><a href="#_upgrade_order_sdp_first_then_helix_p4d">1.1. Upgrade Order: SDP first, then Helix P4D</a></li>
<li><a href="#_upgrading_helix_p4d_and_other_software">1.2. Upgrading Helix P4D and Other Software</a></li>
<li><a href="#_sdp_and_p4d_version_compatibility">1.3. SDP and P4D Version Compatibility</a></li>
<li><a href="#_sdp_upgrade_methods">1.4. SDP Upgrade Methods</a></li>
</ul>
</li>
<li><a href="#_planning">2. Planning</a>
<ul class="sectlevel2">
<li><a href="#_mount_point_names">2.1. Mount Point Names</a></li>
<li><a href="#_operating_system_user">2.2. Operating System User</a></li>
</ul>
</li>
<li><a href="#_upgrade_procedure">3. Upgrade Procedure</a>
<ul class="sectlevel2">
<li><a href="#_preparation">3.1. Preparation</a>
<ul class="sectlevel3">
<li><a href="#_acquire_downloads">3.1.1. Acquire Downloads</a></li>
<li><a href="#_deploy_new_sdp_common_files">3.1.2. Deploy new SDP common files</a></li>
<li><a href="#_generate_new_sdp_config_files">3.1.3. Generate new SDP config files</a></li>
<li><a href="#_configure_new_sdp_instance_bin_files_and_symlinks">3.1.4. Configure new SDP instance bin files and symlinks.</a></li>
<li><a href="#_determine_your_metadata_symlink_type_fixed_or_variable">3.1.5. Determine Your Metadata Symlink Type (Fixed or Variable)</a></li>
<li><a href="#_upgrade_init_scripts">3.1.6. Upgrade *_init scripts</a></li>
<li><a href="#_review_systemd_service_files">3.1.7. Review systemd service files</a></li>
<li><a href="#_account_for_customization_and_additions_if_any">3.1.8. Account for customization and additions (if any)</a></li>
</ul>
</li>
<li><a href="#_execution">3.2. Execution</a>
<ul class="sectlevel3">
<li><a href="#_stop_services">3.2.1. Stop Services</a></li>
<li><a href="#_move_old_sdp_aside">3.2.2. Move old SDP Aside</a></li>
<li><a href="#_upgrade_physical_structure">3.2.3. Upgrade Physical Structure</a></li>
<li><a href="#_replace_instance_symlink_with_directory">3.2.4. Replace Instance Symlink with Directory</a></li>
<li><a href="#_convert_fixed_to_variable_metadata_symlinks">3.2.5. Convert Fixed to Variable Metadata Symlinks</a></li>
<li><a href="#_replace_instance_symlink_with_directory_2">3.2.6. Replace Instance Symlink with Directory</a></li>
<li><a href="#_put_new_sdp_common_files_in_place">3.2.7. Put new SDP common files in place.</a></li>
<li><a href="#_put_new_sdp_instance_bin_files_in_place">3.2.8. Put new SDP instance bin files in place.</a></li>
<li><a href="#_upgrade_systemd_service_files">3.2.9. Upgrade systemd service files</a></li>
</ul>
</li>
<li><a href="#_post_operation_steps">3.3. Post Operation Steps</a>
<ul class="sectlevel3">
<li><a href="#_cleanup">3.3.1. Cleanup</a></li>
</ul>
</li>
<li><a href="#_custom_hms_managed_installations">Appendix A: Custom HMS Managed Installations</a></li>
</ul>
</li>
</ul>
</div>
</div>
<div id="content">
<div class="sect1">
<h2 id="_preface">Preface</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This document provides an overview of the process to upgrade the Perforce Helix Server Deployment Package (SDP) from any older version (dating back to 2007) to the SDP 2020.1 (aka "r20.1") release.</p>
</div>
<div class="paragraph">
<p>If your SDP version is 2020.1 or newer, refer to the <a href="SDP_Guide.Unix.html">SDP Guide (Unix)</a> for instructions on how to upgrade from SDP 2020.1 to any later version. Starting from SDP 2020.1, the upgrade procedure for the SDP is aided by automated and incremental upgrade mechanism similar to p4d itself, capable of upgrade SDP from the current release to any future version so long as the current release is SDP 2020.1 or newer.</p>
</div>
<div class="paragraph">
<p>This document describes the process of upgrading to SDP r20.1.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_overview">1. Overview</h2>
<div class="sectionbody">
<div class="paragraph">
<p>The SDP software package, just like the Helix Core software it manages, evolves over time and requires occasional upgrades to remain supported. Further, patches may be released over time.</p>
</div>
<div class="paragraph">
<p>This document discusses how to upgrade the SDP, and when in relationship to Helix Core itself.</p>
</div>
<div class="sect2">
<h3 id="_upgrade_order_sdp_first_then_helix_p4d">1.1. Upgrade Order: SDP first, then Helix P4D</h3>
<div class="paragraph">
<p>The SDP should be upgraded prior to the upgrade of Helix Core (P4D). If you are planning to P4D to or beyond P4D 2019.1 from a prior version of P4D, you <em>must</em> upgrade the SDP first. If you run multiple instances of P4D on a given machine (potentially each running different versions of P4D), upgrade the SDP first before upgrading any of the instances.</p>
</div>
<div class="paragraph">
<p>The SDP should also be upgraded before upgrading other Helix software on machines using the SDP, including p4d, p4p, p4broker, and p4 (the command line client on the server machine). Even if not strictly required, upgrading the SDP first is <strong>strongly</strong> recommended, as SDP keeps pace with changes in the p4d upgrade process, and can ensure a smooth upgrade.</p>
</div>
</div>
<div class="sect2">
<h3 id="_upgrading_helix_p4d_and_other_software">1.2. Upgrading Helix P4D and Other Software</h3>
<div class="paragraph">
<p>See the <a href="SDP_Guide.Unix.html">SDP Guide (Unix)</a> for instructions on how to upgrade Helix binaries in the SDP structure after the SDP has been upgraded to 2020.1 or later.</p>
</div>
</div>
<div class="sect2">
<h3 id="_sdp_and_p4d_version_compatibility">1.3. SDP and P4D Version Compatibility</h3>
<div class="paragraph">
<p>The SDP is often forward- and backward-compatible with P4D versions. However, for best results they should be kept in sync by upgrading SDP before P4D. This is partly becuase the SDP contains logic to upgrade P4D, which can change as P4D evolves.</p>
</div>
<div class="paragraph">
<p>The SDP is aware of the P4D version(s) it manages, and has backward-compatibility logic to support older versions of P4D. This is guaranteed for supported versions of P4D. Backward compatiblity of SDP with older versions of P4D may extend farther back, though without the "offically supported" guarantee.</p>
</div>
</div>
<div class="sect2">
<h3 id="_sdp_upgrade_methods">1.4. SDP Upgrade Methods</h3>
<div class="paragraph">
<p>There are several methods for upgrading to a new version of the SDP:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><strong>In-Place, Manual</strong>: Manual upgrades of the SDP must be peformed to upgrade from versions older than r20.1 in-place on existing machines. This document provides details on how to do this.</p>
</li>
<li>
<p><strong>In-Place, Automated</strong>: Automated in-place upgrades can be done if your current SDP version is r20.1 or later. Refer to documentation in <a href="SDP_Guide.Unix.html">SDP Guide (Unix)</a> for upgrading from SDP r20.1 onward.</p>
</li>
<li>
<p><strong>Migration-Style</strong>: A migration-style upgrade is one in which the existing server machines (virtual or physical) are left in place, and brand new "green field" machines are installed fresh using the <a href="https://swarm.workshop.perforce.com/projects/perforce_software-helix-installer">Helix Installer</a> (which installs the latest SDP on a "green field" baseline machien with only the operating system installed). Then the Helix Core data is migrated from the existing hardware to the new hardware. This approach is especially appealing when upgrading other aspects of the infrastructure at the same time as the SDP, such as the hardware and/or operating system.</p>
</li>
<li>
<p><strong>Custom with HMS</strong>: The <a href="https://swarm.workshop.perforce.com/projects/perforce_software-hms">Helix Management System</a> is used by some customers. See <a href="#_custom_hms_managed_installations">Appendix 3.A, <em>Custom HMS Managed Installations</em></a></p>
</li>
</ul>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_planning">2. Planning</h2>
<div class="sectionbody">
<div class="paragraph">
<p>Legacy SDP upgrades require some familiarization that should be done prior to scheduling an upgrade.</p>
</div>
<div class="paragraph">
<p>Key questions to answer during planning are:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Will p4d need to be taken down?</p>
</li>
<li>
<p>If so, how long?</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Most upgrades to SDP to r20.1 will require downtime for the Helix Core server, even if p4d is not being upgraded. The only exception to requiring downtime is your current SDP is r2019.1 or later AND your SDP is not conifgured to use <code>systemd</code>, i.e. does not have <code>/etc/systemd/system/p4_*.service</code> files.</p>
</div>
<div class="paragraph">
<p>If the current SDP version is r2019.1 or later, the downtime can be brief. The scripts can be upgraded while the server is live, stopping p4d only to change the <code>systemd *.service</code> files with new ones.</p>
</div>
<div class="paragraph">
<p>If your SDP is older, mount point names and other changes may be needed, which will extend the downtime for p4d needed to upgrade the SDP. Read on to get a sense for what steps are requried.</p>
</div>
<div class="sect2">
<h3 id="_mount_point_names">2.1. Mount Point Names</h3>
<div class="paragraph">
<p>You will need to be aware of your moint point names. While referred to as mount point names in this document, in any given installation any or all of the three SDP "mount points" may be simple directories on the root volume or some other volume. In some installations, creative liberties were taken to use fewer than three volumes, and in some cases the operating system root volume was used as one of the volumes. Investiage and be aware of how your installation was configured.</p>
</div>
<div class="paragraph">
<p>In the examples below, the modern SDP mount point names are used:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>/hxdepots</code> - Volume for versioned files and rotated/numbered metadata journals.</p>
</li>
<li>
<p><code>/hxmetadata</code>- Volume for active and offline metadata</p>
</li>
<li>
<p><code>/hxlogs</code> - Volume for active journal and various logs.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Depending on the version of the SDP, the above values may be used, or earlier defaults such as, <code>/depotdata</code>, <code>/metadata</code>, and <code>logs</code>. However, often customer sites changed from the defaults to custom values, such as <code>/depots</code>, <code>/p4db</code>, <code>/p4journal</code>, and others.</p>
</div>
<div class="paragraph">
<p>In the sample steps in this document, adapt the steps to use your local values for mount point names to the new values.</p>
</div>
<div class="paragraph">
<p>If your site uses two volumes for metadata, <code>/hxmetadata1</code> and <code>/hxmetadata2</code>, continue using the same names below.</p>
</div>
</div>
<div class="sect2">
<h3 id="_operating_system_user">2.2. Operating System User</h3>
<div class="paragraph">
<p>You will need to be aware of your operating system user that <code>p4d</code> runs as in your environment.</p>
</div>
<div class="paragraph">
<p>The sample steps below assume that Perforce runs as the <code>peforce</code> operating system user, which is typical. Adapt if your user is something else, such as <code>p4admin</code> or <code>p4super</code>.</p>
</div>
<div class="paragraph">
<p>In modern installations, the default home directory is <code>/home/perforce</code>, though in some installations the home directory is <code>/p4</code>. In either case, this does not need to be changed during the upgrade process.</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_upgrade_procedure">3. Upgrade Procedure</h2>
<div class="sectionbody">
<div class="paragraph">
<p>After <a href="#_planning">Chapter 2, <em>Planning</em></a>, the SDP procedure can be planned in detail.</p>
</div>
<div class="paragraph">
<p>The procedure is broken into 3 phases, Preparation, Execution, and PostOp. Preparation steps can be done in a non-disruptive manner on a production server ahead of the Execution. Execution steps are generally performed in a scheduled maintenance window. PostOp steps are done some time after the upgrade is complete, perhaps days or weeks later.</p>
</div>
<div class="sect2">
<h3 id="_preparation">3.1. Preparation</h3>
<div class="paragraph">
<p>Preparation steps are:</p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Acquire Downloads.</p>
</li>
<li>
<p>Deploy new SDP common files.</p>
</li>
<li>
<p>Generate new SDP config files.</p>
</li>
<li>
<p>Configure new SDP instance bin files and symlinks.</p>
</li>
<li>
<p>Determine Metadata Symlink Type (Fixed or Variable)</p>
</li>
<li>
<p>Account for customization (if any)</p>
</li>
</ol>
</div>
<div class="sect3">
<h4 id="_acquire_downloads">3.1.1. Acquire Downloads</h4>
<div class="paragraph">
<p>Download the latest SDP tarball release from this link: <a href="https://swarm.workshop.perforce.com/projects/perforce-software-sdp/download/downloads/sdp.Unix.tgz" class="bare">https://swarm.workshop.perforce.com/projects/perforce-software-sdp/download/downloads/sdp.Unix.tgz</a>.</p>
</div>
<div class="paragraph">
<p>Copy the downloaded tarball to the machine and put it in <code>/hxdepots/sdp.Unix.tgz</code>. (If a file with the same name exists from a previous upgrade, move it aside first.)</p>
</div>
</div>
<div class="sect3">
<h4 id="_deploy_new_sdp_common_files">3.1.2. Deploy new SDP common files</h4>
<div class="literalblock">
<div class="content">
<pre>mkdir /hxdepots/new
cd /hxdepots/new
tar -xzf /hxdepots/sdp.Unix.tgz
cat sdp/Version</pre>
</div>
</div>
<div class="paragraph">
<p>Verify that the contents of the <code>Version</code> file are as expected.</p>
</div>
</div>
<div class="sect3">
<h4 id="_generate_new_sdp_config_files">3.1.3. Generate new SDP config files</h4>
<div class="paragraph">
<p>The following SDP config files are generated and should be reviewed, comparing new files generated with a <code>*.new</code> extension with the files in the existing installation (without the <code>.new</code> suffix).</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>/p4/common/bin/p4_vars.new</code> - The main SDP shell environment file.</p>
</li>
<li>
<p><code>/p4/common/config/p4_N.vars.new</code> - Instance-specific files, one per instance.</p>
</li>
<li>
<p><code>/p4/common/config/p4_N.review.cfg.new</code> (if used, often Swarm configured with <code>honor_p4_reviews</code> makes them better)</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Broker config files, <code>p4_N.broker.cfg</code>, may also exist in <code>/p4/common/config</code>. These do not need to change due to an SDP upgrade, and can be ignored.</p>
</div>
<div class="paragraph">
<p>The following templates are available:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>/p4/sdp/Server/Unix/p4/common/config/p4_vars.template</code> - Template from which to create <code>/p4/common/bin/p4_vars.new</code>.</p>
</li>
<li>
<p><code>/p4/sdp/Server/Unix/p4/common/config/instance_vars.template</code> - Template from which to create <code>/p4/common/config/p4_N.vars.new</code>.</p>
</li>
<li>
<p><code>/p4/sdp/Server/Unix/p4/common/config/p4review.cfg.template</code> - Optional template from which to create <code>/p4/common/config/p4_N.review.cfg.new</code>.</p>
</li>
</ul>
</div>
<div class="admonitionblock warning">
<table>
<tr>
<td class="icon">
<i class="fa icon-warning" title="Warning"></i>
</td>
<td class="content">
The SDP config files sometimes contain local custom modifications made by administrators. Often the need for customization goes away with new SDP versions. However, when generating new config files, be sure to review old files for any custom values.
</td>
</tr>
</table>
</div>
</div>
<div class="sect3">
<h4 id="_configure_new_sdp_instance_bin_files_and_symlinks">3.1.4. Configure new SDP instance bin files and symlinks.</h4>
<div class="paragraph">
<p>If the current SDP is 2018.1 or newer, skip this section.</p>
</div>
<div class="paragraph">
<p>Examine the <code>p4d_N_init</code> script in the 'instance bin' folder, <code>/p4/N/bin</code>.</p>
</div>
<div class="paragraph">
<p>Does the actual code look like this sample (with comments and the "shebang" <code>#!/bin/bash</code> line removed)?</p>
</div>
<div class="literalblock">
<div class="content">
<pre>export SDP_INSTANCE=N
/p4/common/bin/p4d_base $SDP_INSTANCE $@</pre>
</div>
</div>
<div class="paragraph">
<p>If the p4d_N_init script already looks like this, then the 'instance bin' folder does not need to be touched during the upgrade process.</p>
</div>
<div class="paragraph">
<p>If, however, the *_init script has more code, then all the <code>p4*_init</code> scripts will need to be upgraded during the upgrade execution. Templates are available in <code>/p4/common/etc/init.d</code>. The templates contains a few values that will need to be replaced.</p>
</div>
</div>
<div class="sect3">
<h4 id="_determine_your_metadata_symlink_type_fixed_or_variable">3.1.5. Determine Your Metadata Symlink Type (Fixed or Variable)</h4>
<div class="paragraph">
<p>Login as the <code>perforce</code> operating system user, and run this command:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">ls -l /p4/1/root /p4/1/offline_db</code></pre>
</div>
</div>
<div class="paragraph">
<p>The <code>root</code> and <code>offline_db</code> will be symlinks.</p>
</div>
<div class="paragraph">
<p>Depending on how old the SDP is, the structure will either be <em>fixed</em> or <em>variable</em> metadata symlinks. Determine which you have.</p>
</div>
<div class="paragraph">
<p><strong>Variable Metadata Symlink References</strong></p>
</div>
<div class="paragraph">
<p>If one of the symlinks points to a directory ending in <code>db1</code>, and the other in <code>db2</code> (it doesn’t matter which is pointing to which), you have <strong>variable metadata symlinks</strong>.</p>
</div>
<div class="paragraph">
<p><strong>Fixed Metadata Symlink References</strong></p>
</div>
<div class="paragraph">
<p>If the target of the <code>root</code> and <code>offline_db</code> symlinks points to directories ending in the same names, i.e. <code>root</code> and <code>offline_db</code>, then you have <strong>fixed metadata symlinks.</strong></p>
</div>
</div>
<div class="sect3">
<h4 id="_upgrade_init_scripts">3.1.6. Upgrade *_init scripts</h4>
<div class="paragraph">
<p>The format of SDP init scripts may have changed since your legacy version. Check them to see if they need to be modified.</p>
</div>
<div class="paragraph">
<p>For each instance, look in the <code>/p4/N/bin</code> folder, and review the scripts. Compare them to templates in <code>/p4/common/etc/init.d</code>. For example, compare <code>/p4/1/bin/p4d_1_init</code> with <code>/p4/common/etc/init.d/p4d_instance_init.template</code>.</p>
</div>
<div class="paragraph">
<p>If your current init scripts look <em>exactly</em> like the templates, except for subsitutions of any <code>REPL_*</code> strings from the template, then they do not need to be updated. Older SDP versions had more complex <code>*_init</code> scripts.</p>
</div>
<div class="paragraph">
<p>If they need to be replaced, plan to do so during your upgrade with steps like these samples:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /p4/N/bin
mkdir OLD_DELETE_ME_LATER
mv p4d_N_bin OLD_DELETE_ME_LATER/.
sed s:REPL_SDP_INSTANCE:N:g /p4/common/etc/init.d/p4d_instance_init.template > p4d_N_init
chmod +x p4d_N_init</pre>
</div>
</div>
<div class="paragraph">
<p>If there are <code>p4broker_N_init</code>, <code>p4d_N_init</code>, and/or <code>p4dtg_N_init</code> scripts, follow the same procedure for those, generating new init scripts from the templates.</p>
</div>
<div class="paragraph">
<p>These steps can only be executed after the <code>/p4/common</code> folder has been updated.</p>
</div>
</div>
<div class="sect3">
<h4 id="_review_systemd_service_files">3.1.7. Review systemd service files</h4>
<div class="paragraph">
<p>The format of Systemd service files (sometimes referred to as 'Unit' files) changed with the SDP 2020.1 release. As part of planning, it is helpful to identify if systemd is already in use, and which Perforce Helix services are managing with systemd.</p>
</div>
<div class="paragraph">
<p>You can get a list of such services with:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>ls -ld /etc/systemd/system
ls -lrt /etc/systemd/system/p4*.service</pre>
</div>
</div>
<div class="paragraph">
<p>If the <code>/etc/systemd/system</code> directory exists, then the Systemd init mechanism is available. On systems that use the Systemd init mechanism, we recommend using it. Once systemd is configured for any given service, the SDP requires using the systemd mechanism (i.e. the <code>systemctl</code> command) to start/stop Perfore Helix services (for safety and consistency of management). Depending on your SDP version and how it was installed, there may or may not already be <code>p4*.service</code> files.</p>
</div>
<div class="paragraph">
<p>In any case, in the Execution phase below, new systemd <code>p4*.service</code> files will be put in place, which may be new or replace existing files.</p>
</div>
</div>
<div class="sect3">
<h4 id="_account_for_customization_and_additions_if_any">3.1.8. Account for customization and additions (if any)</h4>
<div class="paragraph">
<p>If the SDP has been customized in your environment, custom upgrade procedures may be required. An understanding of what was customized and why will be useful in determining if custom ugprade procedures are required.</p>
</div>
<div class="paragraph">
<p>In typical deployments, the SDP is not customized, or only customized in some way that is no longer needed due to improvements in the "stock" SDP.</p>
</div>
<div class="paragraph">
<p>In many cases, customers have added custom trigger scripts into the SDP structure. In this case, the script files may be moved around in the SDP structure during the uprade process, but should not need to be changed.</p>
</div>
<div class="paragraph">
<p>If you need help determining if and how the SDP was customized in your environment, Perforce Consulting may be of assistance. Note that customizations are not supported.</p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_execution">3.2. Execution</h3>
<div class="paragraph">
<p>This section outlines sample steps for executing an actual upgrade after <a href="#_planning">Chapter 2, <em>Planning</em></a> and <a href="#_preparation">Section 3.1, “Preparation”</a> have been completed. The following is typically performed in a scheduled maintenance window.</p>
</div>
<div class="paragraph">
<p>Execution steps are:</p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Stop Services</p>
</li>
<li>
<p>Move Old SDP aside.</p>
</li>
<li>
<p>Upgrade Physical Structure</p>
</li>
<li>
<p>Put new SDP common files in place.</p>
</li>
<li>
<p>Put new SDP config files in place.</p>
</li>
<li>
<p>Put new SDP instance bin files in place.</p>
</li>
</ol>
</div>
<div class="sect3">
<h4 id="_stop_services">3.2.1. Stop Services</h4>
<div class="paragraph">
<p>Stop the <code>p4d</code> service for all instances on this machine. Also stop all p4broker services running on this machine (if any).</p>
</div>
<div class="paragraph">
<p>For this short maintenance, the broker cannot be left running (e.g. to broadcast a "Down For Maintenance (DFM)" message) because the structure change cannot be started until <em>all</em> processes launched from the SDP directory structure have stopped.</p>
</div>
<div class="paragraph">
<p>Sample commands:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">p4d_1_init status
p4d_1_init stop
p4d_1_init status
p4broker_1_init status
p4broker_1_init stop
p4broker_1_init status</code></pre>
</div>
</div>
<div class="paragraph">
<p>The extra <code>status</code> commands before and after the start/stop commands are for situational awareness. These are not strictly necessary.</p>
</div>
</div>
<div class="sect3">
<h4 id="_move_old_sdp_aside">3.2.2. Move old SDP Aside</h4>
<div class="paragraph">
<p>First, move the old SDP common files aside, like so:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">cd /hxdepots/p4
mv common OLD.common.$(date +'%Y-%m-%d')</code></pre>
</div>
</div>
<div class="paragraph">
<p>Next, move the old SDP instance-specific files aside.</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">cd /p4/1
mv 1 OLD.1.$(date +'%Y-%m-%d')</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_upgrade_physical_structure">3.2.3. Upgrade Physical Structure</h4>
<div class="paragraph">
<p>In this step, the physical structure of the upgrade is done for pre-2019.1 SDP.</p>
</div>
<div class="paragraph">
<p>The structure of the SDP changed in the 2019.1 release, to increase performance and reduce complexit in post-failover operations. The following notes describe how to do an in-place conversion to the new structure.</p>
</div>
<div class="paragraph">
<p>First, become familar with the Pre-2019.1 and 2019.1+ structures.</p>
</div>
<div class="paragraph">
<p><strong>SDP Pre-2019.1 Structure:</strong></p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>/p4</code> is a directory on the operating system root voume, <code>/</code>.</p>
</li>
<li>
<p><code>/p4/<em>N</em></code> is a symlink to a directory is typically the mount point for a storage volume (<code>/hxdepots</code> by default).</p>
</li>
<li>
<p><code>/p4/<em>N</em></code> contains symlinks for <code>/hxdepots</code>, <code>/hxmetadata</code>, and <code>hxlogs</code>, as well as tickets and trust files.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p><strong>SDP 2019.1+ Structure:</strong></p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>/p4</code> is a directory on the operating system root volume, <code>/</code>, (same as Pre-2019.1 Structure).</p>
</li>
<li>
<p><code>/p4/<em>N</em></code> is local directory on the operating system root volume,</p>
</li>
<li>
<p><code>/p4/<em>N</em></code> contains symlinks for <code>/hxdepots</code>, <code>/hxmetadata</code>, and <code>hxlogs</code>, as well as tickets and trust files (same as the Pre-2019.1 structure)</p>
</li>
<li>
<p><code>/p4/<em>N</em>/bin</code> is local directory on the operating system root volume. The <code>bin</code> directory is the only actual directory in <code>/p4/<em>N</em></code>; other items are files or symlinks to directories.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>The <code>verify_sdp.sh</code> script (included in the SDP starting with SDP 2019.1) give errors if the 2019.1+ SDP structure is not in place.</p>
</div>
<div class="paragraph">
<p>Converting the SDP structure in-place to the new style requires downtime on the edge/replica of interest. While the downtime can be brief if only the SDP structure is changed, commonly the P4D is upgraded in the same maintenance window. If the P4D is pre-2019.1, a longer maintenance window will be required, depending on duration of checkpoints.</p>
</div>
<div class="paragraph">
<p>Following is the procedure to upgrade the structure in-place on a machine.</p>
</div>
<div class="admonitionblock warning">
<table>
<tr>
<td class="icon">
<i class="fa icon-warning" title="Warning"></i>
</td>
<td class="content">
In the following sample procedure, the default SDP instance name of <code>1</code> is used, and default mount point names are used. Adapt this to your environment by applying this procedure to each instance on any given machine. If you have multiple instances, apply this procedure for each instance, one at a time.
</td>
</tr>
</table>
</div>
</div>
<div class="sect3">
<h4 id="_replace_instance_symlink_with_directory">3.2.4. Replace Instance Symlink with Directory</h4>
<div class="paragraph">
<p>Move the instance symlink aside, and replace it with a regular directory. Then copy the <code>.p4*</code> files (e.g. <code>.p4tickets</code> and <code>.p4trust</code>) into the new directory.
Sample commands:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">cd /p4
mv 1 1.old_symlink
mkdir 1
cd 1
cp -p /p4/1.old_symlink/.p4t* .</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_convert_fixed_to_variable_metadata_symlinks">3.2.5. Convert Fixed to Variable Metadata Symlinks</h4>
<div class="paragraph">
<p>If you have Fixed Metadata Symlinks, first convert them to to Variable Metadata Symlinks. If you already have Varialbe Metadata Symlinks, proceed to <a href="#_replace_instance_symlink_with_directory">Section 3.2.4, “Replace Instance Symlink with Directory”</a></p>
</div>
<div class="paragraph">
<p>In this step, move the underlying directories that will be pointed to by the <code>root</code> and <code>offline_db</code> sylmink names, and move them to their <code>db1</code> and <code>db2</code> names.</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">mv /hxmetadata/p4/1/root /hxmetadata/p4/1/db1
mv /hxmetadata/p4/1/offline_db /hxmetadata/p4/1/db2</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_replace_instance_symlink_with_directory_2">3.2.6. Replace Instance Symlink with Directory</h4>
<div class="paragraph">
<p>Next, recreate the same symlinks you see reported by the <code>ls</code> command:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">ls -l /p4/1.old_symlink/*
cd /p4/1
ln -s /hxmetadata/p4/1/db1 root
ln -s /hxmetadata/p4/1/db2 offline_db</code></pre>
</div>
</div>
<div class="admonitionblock warning">
<table>
<tr>
<td class="icon">
<i class="fa icon-warning" title="Warning"></i>
</td>
<td class="content">
Do not just copy the sample commands above. Pay close attention to the <code>ls</code> output, and make sure the <code>root</code> points to whatever it was pointing to before, either a directory ending in <code>db1</code> or <code>db2</code> (unless you just converted from Fixed Metadata Symlinks in STEP 4). Also confirm that <code>offline_db</code> and <code>root</code> aren’t both pointing to the same directory; one should be pointing to <code>db1</code> and the other to <code>db2</code>.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>Then, create additional symlinks akin to whatever else is in <code>/p4/1.old_symlink</code></p>
</div>
<div class="paragraph">
<p>That should look something like this:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">cd /p4/1
ln -s /hxdepots/p4/1/depots
ln -s /hxdepots/p4/1/checkpoints
ln -s /hxdepots/p4/1/checkpoints.YourEdgeServerID
ln -s /hxlogs/p4/1/logs
ln -s /hxlogs/p4/1/tmp
ls -l</code></pre>
</div>
</div>
<div class="paragraph">
<p>Next, create the <code>bin</code> directory, as a local directory and copy files to it:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">mkdir bin
cd bin
cp /p4/1.old_symlink/bin/p4d_1_init .
cp /p4/1.old_symlink/bin/p4broker_1_init .
ln -s /p4/common/bin/p4broker_1_bin p4broker_1
ln -s /p4/common/bin/p4_bin p4_1</code></pre>
</div>
</div>
<div class="paragraph">
<p>Last, take a look at <code>/p4/1.old_symlink/bin/p4d_1</code> - that <code>p4d_1</code> will be either a tiny script or a symlink (depending on whether your p4d is case sensitive or not). If you server is case sensitive, it will be a symlink. If your server is case-insensitive, it will be a tiny script.</p>
</div>
<div class="paragraph">
<p>If your server is case sensitive, create the symlink like this:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">ln -s /p4/common/bin/p4d_1_bin p4d_1</code></pre>
</div>
</div>
<div class="paragraph">
<p>OR, if your server is case-sensitive, that p4d_1 will be a tiny script, so just copy it:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">cp /p4/1.old_symlink/bin/p4d_1 .</code></pre>
</div>
</div>
<div class="paragraph">
<p>Then, start your server again, and run the <code>verify_sdp.sh</code> script and confirm that it’s happy now.</p>
</div>
</div>
<div class="sect3">
<h4 id="_put_new_sdp_common_files_in_place">3.2.7. Put new SDP common files in place.</h4>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">rsync /p4/sdp/Server/Unix/p4/common/ /hxdepots/p4/common</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_put_new_sdp_instance_bin_files_in_place">3.2.8. Put new SDP instance bin files in place.</h4>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code class="language-bash" data-lang="bash">cd /p4/1/bin
sed s:REPL_SDP_INSTANCE:1:g /p4/common/etc/init.d/p4d_instance_init.template > p4d_1_init
chmod +x p4d_1_init
sed s:REPL_SDP_INSTANCE:1:g /p4/common/etc/init.d/p4broker_instance_init.template > p4broker_1_init
chmod +x p4broker_1_init</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_upgrade_systemd_service_files">3.2.9. Upgrade systemd service files</h4>
<div class="paragraph">
<p>The format of systemd unit files changed with the SDP 2020.1 release.</p>
</div>
<div class="paragraph">
<p>The service must be down when these until files are added, or existing ones.</p>
</div>
<div class="paragraph">
<p>The SDP r20.1 release includes templates for System unit files in <code>/p4/common/etc/systemd/system</code>. These should be deployed on each machine that uses SDP, and for each Helix service (e.g. <code>p4d</code>, <code>p4broker</code>, <code>p4p</code>) within each SDP instance.</p>
</div>
<div class="paragraph">
<p>For example, the following installs or replaces system Unit files for <code>p4d</code> and <code>p4broker</code> for SDP instance 1. These must be executed as <code>root</code></p>
</div>
<div class="paragraph">
<p>First, stop the services if they are running.</p>
</div>
<div class="literalblock">
<div class="content">
<pre>systemctl stop p4d_1 p4broker_1
/p4/1/bin/p4d_1_init stop
/p4/1/bin/p4broker_1_init stop</pre>
</div>
</div>
<div class="paragraph">
<p>Next, add/replace the *.service files:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /etc/systemd/system</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre>sed -e s:__INSTANCE__:1:g -e s:__OSUSER__:perforce:g /p4/common/etc/systemd/system/p4d_N.service.t > p4d_1.service</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre>sed -e s:__INSTANCE__:1:g -e s:__OSUSER__:perforce:g /p4/common/etc/systemd/system/p4broker_N.service.t > p4broker_1.service</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre>systemctl daemon-reload</pre>
</div>
</div>
<div class="paragraph">
<p>Enable and start the services.</p>
</div>
<div class="literalblock">
<div class="content">
<pre>systemctl enable p4d_1 p4broker_1
systemctl start p4d_1 p4broker_1</pre>
</div>
</div>
<div class="paragraph">
<p>Confirm that they are happy:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>systemctl status p4d_1 p4broker_1</pre>
</div>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_post_operation_steps">3.3. Post Operation Steps</h3>
<div class="paragraph">
<p>Cleanup steps can occur after the upgrade. In some cases cleanup is done immediately following the upgrade; in other cases it may be deferred by days or weeks.</p>
</div>
<div class="sect3">
<h4 id="_cleanup">3.3.1. Cleanup</h4>
<div class="paragraph">
<p>Temporary directories with DELETE_ME created durnig the upgrade procedure can now be deleted.</p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_custom_hms_managed_installations">Appendix A: Custom HMS Managed Installations</h3>
<div class="paragraph">
<p>If the Helix Management System (HMS) is used to manage this installation, you should have custom site-specific documentation for upgrading the SDP that supercedes this documentation. If the file <code>/p4/common/bin/hms</code> exists at your site, you have an HMS-managed site. Conact <a href="mailto:consulting@perforce.com">Perforce Consulting</a> for more information.</p>
</div>
<div class="paragraph">
<p>Note that HMS solutions are inherently custom and not officially supported, but can be fully automated for global Helix Core topologies.</p>
</div>
</div>
</div>
</div>
</div>
<div id="footer">
<div id="footer-text">
Version v2020.1<br>
Last updated 2021-01-29 19:49:58 -0500
</div>
</div>
</body>
</html> | # | Change | User | Description | Committed | |
|---|---|---|---|---|---|
| #19 | 30915 | C. Thomas Tyler |
Released SDP 2024.1.30913 (2024/11/20). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #18 | 30455 | C. Thomas Tyler |
Hot patch to SDP docs to avoid URLs with Swarm 'projects' tags that have Apache redirects that are not working reliably (and are there for legacy reasons anyway). |
||
| #17 | 30388 | C. Thomas Tyler |
Released SDP 2024.1.30385 (2024/06/11). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #16 | 30297 | C. Thomas Tyler |
Released SDP 2023.2.30295 (2024/05/08). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #15 | 30043 | C. Thomas Tyler |
Released SDP 2023.2.30041 (2023/12/22). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #14 | 29701 | C. Thomas Tyler |
Released SDP 2023.1.29699 (2023/07/11). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #13 | 29612 | C. Thomas Tyler |
Released SDP 2023.1.29610 (2023/05/25). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #12 | 29252 | C. Thomas Tyler |
Released SDP 2022.2.29250 (2022/12/08). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #11 | 28989 | C. Thomas Tyler |
Released SDP 2022.1.28987 (2022/08/25). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #10 | 28858 | C. Thomas Tyler |
Released SDP 2022.1.28855 (2022/05/27). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #9 | 28412 | C. Thomas Tyler |
Released SDP 2021.2.28410 (2021/11/24). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #8 | 28240 | C. Thomas Tyler |
Released SDP 2021.1.28238 (2021/11/12). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #7 | 27921 | C. Thomas Tyler |
Released SDP 2020.1.27919 (2021/07/19). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #6 | 27822 | C. Thomas Tyler |
Released SDP 2020.1.27820 (2021/06/19). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #5 | 27765 | C. Thomas Tyler |
Released SDP 2020.1.27763 (2021/05/07). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #4 | 27761 | C. Thomas Tyler |
Released SDP 2020.1.27759 (2021/05/07). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #3 | 27541 | C. Thomas Tyler |
Released SDP 2020.1.27536 (2021/02/28). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #2 | 27527 | C. Thomas Tyler |
Released SDP 2020.1.27524 (2021/02/26). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| #1 | 27331 | C. Thomas Tyler |
Released SDP 2020.1.27325 (2021/01/29). Copy Up using 'p4 copy -r -b perforce_software-sdp-dev'. |
||
| //guest/perforce_software/sdp/dev/doc/SDP_Legacy_Upgrades.Unix.html | |||||
| #3 | 27322 | C. Thomas Tyler | Updated AsciiDoc-generated files. | ||
| #2 | 27253 | C. Thomas Tyler | Updated generated docs. | ||
| #1 | 27096 | C. Thomas Tyler |
Refactored SDP Legacy Upgrade content into a separate doc. The SDP Guide will be remain comprehensive and cover how to upgrade the SDP itself forwardm from the current version (2020.1) using the new, p4d-like incremental upgrade mechanism. The content for manual upgrade procedures needed to get older SDP installations to 2020.1 is only useful until sites are on 2020.1. This content is extensive, narrowly focused, and of value only once per installation, and thus the legacy upgrade content is separated into its own document. Regenerated work-in-progress HTML files for easier review. |
||