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Add section for RHEL8to9 in-place upgrade using LEAPPwq
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Adding information about the process to upgrade the underlying OS from EL8to9. Repurposed the older RHEL7to8 LEAPP module from 3.1 for 8to9 LEAPP upgrade.
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Akshay Gadhave committed Jun 7, 2024
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[id="upgrading-{project-context}-or-proxy-in-place-using-leapp_{context}"]
= Upgrading {Project} or {SmartProxy} to {EL} 9 In-Place Using Leapp

Use this procedure to upgrade your {Project} or {SmartProxy} installation from {EL} 8 to {EL} 9.

.Prerequisites
* {Project} {ProjectVersion} or {SmartProxy} {ProjectVersion} running on {EL} 8.
ifdef::satellite[]
* Review Known Issues before you begin an upgrade.
For more information, see {ReleaseNotesDocURL}ref_known-issues_assembly_introducing-red-hat-satellite[Known Issues in {ProjectName} {ProjectVersion}].
endif::[]
ifndef::satellite[]
* Access to available repositories or a local mirror of repositories.
endif::[]

ifeval::["{mode}" == "disconnected"]
.Prerequisites for Disconnected Environment
If you run {Project} in a disconnected environment, ensure it also meets the following prerequisites:

* You require access to {RHEL} and {Project} packages.
Obtain the ISO files for {RHEL} 9 and {Project}.
For more information, see {UpgradingDisconnectedDocURL}Upgrading_satellite_upgrading-disconnected[Upgrading Red Hat Satellite] in _{UpgradingDisconnectedDocTitle}_.
* For more information on customizing the Leapp upgrade for your environment, see https://access.redhat.com/articles/4977891[Customizing your {RHEL} in-place upgrade].
* Since Leapp completes part of the upgrade in a container that has no access to additional ISO mounts, the repositories cannot be served from a locally mounted ISO but must be delivered over the network from a different machine.
* For more information, see https://access.redhat.com/solutions/7030156[How to in-place upgrade an offline / disconnected RHEL 8 machine to RHEL 9 with Leapp?]
endif::[]

ifdef::satellite[]
[NOTE]
====
* {Project} supports DEFAULT and FIPS crypto-policies.
The FUTURE crypto-policy is not supported for {Project} and {SmartProxy} installations.
====
endif::[]

.Procedure
. Configure the repositories to obtain Leapp.
ifdef::foreman-el,katello[]
+
On CentOS, configure the https://copr.fedorainfracloud.org/coprs/g/theforeman/leapp/[@theforeman/leapp COPR Repository], which contains Leapp packages with patches to support {Project} or {SmartProxy} upgrades:
+
----
# curl -o /etc/yum.repos.d/theforeman-leapp.repo https://copr.fedorainfracloud.org/coprs/g/theforeman/leapp/repo/epel-8/group_theforeman-leapp-epel-8.repo
----
endif::[]

. Install required packages:
[options="nowrap", subs="+quotes,verbatim,attributes"]
+
----
# {project-package-install} leapp leapp-upgrade-el8toel9
----
ifdef::satellite[]

ifeval::["{mode}" == "disconnected"]
. Set up the following repositories to perform the upgrade in a disconnected environment:
.. `/etc/yum.repos.d/rhel9.repo`:
+
[options="nowrap", subs="+quotes,verbatim,attributes"]
----
[BaseOS]
name={RepoRHEL9BaseOS}
baseurl=http://_server.example.com_/rhel9/BaseOS/
[AppStream]
name={RepoRHEL9AppStream}
baseurl=http://_server.example.com_/rhel9/AppStream/
----
.. `/etc/yum.repos.d/{project-context}.repo:`
+
[options="nowrap", subs="+quotes,verbatim,attributes"]
----
[{RepoRHEL9ServerSatelliteServerProjectVersion}]
name={RepoRHEL9ServerSatelliteServerProjectVersion}
baseurl=http://_server.example.com_/sat6/Satellite/
[{RepoRHEL9ServerSatelliteMaintenanceProjectVersion}]
name={RepoRHEL9ServerSatelliteMaintenanceProjectVersion}
baseurl=http://_server.example.com_/sat6/Maintenance/
----
endif::[]
endif::[]

ifdef::foreman-el,katello[]
. Install additional OS specific packages (`leapp-data-almalinux` for AlmaLinux, `leapp-data-centos` for CentOS Stream, or `leapp-data-rocky` for Rocky Linux).
Note that this is not required for {RHEL} based installations.
+
----
# yum install leapp-data-centos
----
+
. Add {Project} specific repositories to `/etc/leapp/files/leapp_upgrade_repositories.repo`:
+
[options="nowrap", subs="+quotes,verbatim,attributes"]
----
[leapp-foreman]
name=Foreman {ProjectVersion}
baseurl=https://yum.theforeman.org/releases/{ProjectVersion}/el8/$basearch
gpgkey=file:///etc/pki/rpm-gpg/RPM-GPG-KEY-foreman
enabled=1
gpgcheck=1
module_hotfixes=1
ifdef::katello[]
[leapp-katello]
name=Katello {KatelloVersion}
baseurl=https://yum.theforeman.org/katello/{KatelloVersion}/katello/el8/$basearch/
gpgkey=file:///etc/pki/rpm-gpg/RPM-GPG-KEY-foreman
enabled=1
gpgcheck=1
module_hotfixes=1
[leapp-katello-candlepin]
name=Candlepin: an open source entitlement management system.
baseurl=https://yum.theforeman.org/katello/{KatelloVersion}/candlepin/el8/$basearch/
gpgkey=file:///etc/pki/rpm-gpg/RPM-GPG-KEY-foreman
enabled=1
gpgcheck=1
module_hotfixes=1
[leapp-pulpcore]
name=pulpcore: Fetch, Upload, Organize, and Distribute Software Packages.
baseurl=https://yum.theforeman.org/pulpcore/{PulpcoreVersion}/el8/$basearch/
gpgkey=https://yum.theforeman.org/pulpcore/{PulpcoreVersion}/GPG-RPM-KEY-pulpcore
enabled=1
gpgcheck=1
module_hotfixes=1
endif::[]
[leapp-foreman-plugins]
name=Foreman plugins {ProjectVersion}
baseurl=https://yum.theforeman.org/plugins/{ProjectVersion}/el8/$basearch
enabled=1
gpgcheck=0
gpgkey=file:///etc/pki/rpm-gpg/RPM-GPG-KEY-foreman
module_hotfixes=1
[leapp-foreman-client]
name=Foreman client {ProjectVersion}
baseurl=https://yum.theforeman.org/client/{ProjectVersion}/el8/$basearch
enabled=1
gpgcheck=1
gpgkey=file:///etc/pki/rpm-gpg/RPM-GPG-KEY-foreman-client
[leapp-puppet7]
name=Puppet 7 Repository el 8 - $basearch
baseurl=http://yum.puppetlabs.com/puppet7/el/8/$basearch
gpgkey=file:///etc/pki/rpm-gpg/RPM-GPG-KEY-puppet7-release
file:///etc/pki/rpm-gpg/RPM-GPG-KEY-2025-04-06-puppet7-release
enabled=1
gpgcheck=1
----

* You need a Puppet repository for the Puppet agent that the installer is using.

. We do not support {EL} 9 installations with EPEL 9 enabled, so remove `epel-release`:
+
----
# yum remove epel-release
----

. Let Leapp analyze your system:
+
----
# leapp preupgrade
----
ifdef::satellite[]
+
ifeval::["{mode}" == "disconnected"]
Add the `--no-rhsm` and `--enablerepo` parameters:
endif::[]
+
[options="nowrap", subs="+quotes,verbatim,attributes"]
----
# leapp preupgrade \
--no-rhsm \
--enablerepo BaseOS \
--enablerepo AppStream \
--enablerepo {RepoRHEL9ServerSatelliteServerProjectVersion} \
--enablerepo {RepoRHEL9ServerSatelliteMaintenanceProjectVersion}
----
endif::[]

+
The first run is expected to fail but report issues and inhibit the upgrade.
Examine the report in the `/var/log/leapp/leapp-report.txt` file, answer all questions (using `leapp answer`), and manually resolve the other reported problems.
+

. Ensure `leapp preupgrade` has no issues.

. Run:
+
----
# leapp upgrade
----

ifdef::satellite[]
+
If you run {Project} in a disconnected environment, add the `--no-rhsm` and `--enablerepo` parameters:
+
[options="nowrap", subs="+quotes,verbatim,attributes"]
----
# leapp upgrade \
--no-rhsm \
--enablerepo BaseOS \
--enablerepo AppStream \
--enablerepo {RepoRHEL9ServerSatelliteServerProjectVersion} \
--enablerepo {RepoRHEL9ServerSatelliteMaintenanceProjectVersion}
----
endif::[]

. Reboot the system.
+
After the system reboots, a live system conducts the upgrade, reboots to fix SELinux labels, then reboots into the final {EL} 8 system.

. Leapp finishes the upgrade, watch it with:
+
----
# journalctl -u leapp_resume -f
----

ifdef::satellite[]
. Complete these procedures in _Upgrading from RHEL 8 to RHEL 9_:
.. Unlock packages:
+
[options="nowrap" subs="+quotes,attributes"]
----
# {foreman-maintain} packages unlock
----
.. https://access.redhat.com/documentation/en-us/red_hat_enterprise_linux/8/html/upgrading_from_rhel_7_to_rhel_8/verifying-the-post-upgrade-state-of-the-rhel-8-system_upgrading-from-rhel-7-to-rhel-8[Verifying the post-upgrade state of the RHEL 8 system]
.. https://access.redhat.com/documentation/en-us/red_hat_enterprise_linux/8/html/upgrading_from_rhel_7_to_rhel_8/performing-post-upgrade-tasks-rhel-7-to-rhel-8_upgrading-from-rhel-7-to-rhel-8[Performing post-upgrade tasks]
.. Lock packages:
+
[options="nowrap" subs="+quotes,attributes"]
----
# {foreman-maintain} packages lock
----
endif::[]
ifdef::satellite[]
. Complete the steps for changing SELinux to enforcing mode described in https://access.redhat.com/documentation/en-us/red_hat_enterprise_linux/8/html/upgrading_from_rhel_7_to_rhel_8/applying-security-policies_upgrading-from-rhel-7-to-rhel-8#changing-selinux-mode-to-enforcing_applying-security-policies[Changing SELinux mode to enforcing] in the _Upgrading from RHEL 7 to RHEL 8_ guide.
. Unset the `subscription-manager` release:
+
[options="nowrap" subs="+quotes,attributes"]
----
# subscription-manager release --unset
----
endif::[]

ifndef::satellite[]
[NOTE]
====
If you install the system and need to use `--disable-system-checks`, the last step of the upgrade is going to fail, and you need to call `{foreman-installer} --disable-system-checks` manually once the system reboots.
====
endif::[]
3 changes: 3 additions & 0 deletions guides/doc-Upgrading_Project/master.adoc
Original file line number Diff line number Diff line change
Expand Up @@ -53,4 +53,7 @@ ifdef::foreman-el,katello,satellite,orcharhino[]
// Upgrading the External database
include::common/modules/proc_upgrading-the-external-database.adoc[leveloffset=+2]
endif::[]

// Upgarding Project and Smart Proxy RHEL8to9 Using LEAPP
include::common/modules/proc_upgrading-project-or-proxy-in-place-using-leapp.adoc[leveloffset=+1]
endif::[]
3 changes: 3 additions & 0 deletions guides/doc-Upgrading_Project_Disconnected/master.adoc
Original file line number Diff line number Diff line change
Expand Up @@ -46,4 +46,7 @@ ifdef::foreman-el,katello,satellite,orcharhino[]
// Upgrading the External database
include::common/modules/proc_upgrading-the-external-database.adoc[leveloffset=+2]
endif::[]

// Upgarding Project and Smart Proxy RHEL8to9 Using LEAPP
include::common/modules/proc_upgrading-project-or-proxy-in-place-using-leapp.adoc[leveloffset=+1]
endif::[]

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