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Major upgrades

This guide provides information about the upgrade process from Xena to Yoga for OpenStack-Ansible.


You can only upgrade between sequential releases.


For upgrades between major versions, the OpenStack-Ansible repository provides playbooks and scripts to upgrade an environment. The run-upgrade.sh script runs each upgrade playbook in the correct order, or playbooks can be run individually if necessary. Alternatively, a deployer can upgrade manually.

For more information about the major upgrade process, see Upgrading by using a script and Upgrading manually.


The upgrade is always under active development. Test this on a development environment first.

Upgrading by using a script

The Yoga release series of OpenStack-Ansible contains the code for migrating from Xena to Yoga.

Running the upgrade script

To upgrade from Xena to Yoga by using the upgrade script, perform the following steps in the openstack-ansible directory:

  1. Change directory to the repository clone root directory:

    # cd /opt/openstack-ansible
  2. Run the following commands:

    # git checkout 25.4.0
    # ./scripts/run-upgrade.sh

For more information about the steps performed by the script, see Upgrading manually.

Upgrading manually

Manual upgrades are useful for scoping the changes in the upgrade process (for example, in very large deployments with strict SLA requirements), or performing other upgrade automation beyond that provided by OpenStack-Ansible.

The steps detailed here match those performed by the run-upgrade.sh script. You can safely run these steps multiple times.

Preflight checks

Before starting with the upgrade, perform preflight health checks to ensure your environment is stable. If any of those checks fail, ensure that the issue is resolved before continuing.

Check out the Yoga release

Ensure that your OpenStack-Ansible code is on the latest Yoga tagged release.

# git checkout 25.4.0

Prepare the shell variables

Define these variables to reduce typing when running the remaining upgrade tasks. Because these environments variables are shortcuts, this step is optional. If you prefer, you can reference the files directly during the upgrade.

# cd /opt/openstack-ansible
# export MAIN_PATH="$(pwd)"
# export SCRIPTS_PATH="${MAIN_PATH}/scripts"

Backup the existing OpenStack-Ansible configuration

Make a backup of the configuration of the environment:

# source_series_backup_file="/openstack/backup-openstack-ansible-xena.tar.gz"
# tar zcf ${source_series_backup_file} /etc/openstack_deploy /etc/ansible/ /usr/local/bin/openstack-ansible.rc

Bootstrap the new Ansible and OSA roles

To ensure that there is no currently set ANSIBLE_INVENTORY to override the default inventory location, we unset the environment variable.


Bootstrap Ansible again to ensure that all OpenStack-Ansible role dependencies are in place before you run playbooks from the Yoga release.

# ${SCRIPTS_PATH}/bootstrap-ansible.sh

Change to the playbooks directory

Change to the playbooks directory to simplify the CLI commands from here on in the procedure, given that most playbooks executed are in this directory.

# cd playbooks

Implement changes to OSA configuration

If there have been any OSA variable name changes or environment/inventory changes, there is a playbook to handle those changes to ensure service continuity in the environment when the new playbooks run. The playbook is tagged to ensure that any part of it can be executed on its own or skipped. Please review the contents of the playbook for more information.

# openstack-ansible "${SCRIPTS_PATH}/upgrade-utilities/deploy-config-changes.yml"

Update user_variables to set overrides for the location of any existing Ocatavia certificates.

# openstack-ansible "${SCRIPTS_PATH}/upgrade-utilities/define-octavia-certificate-vars.yml"

Upgrade hosts

Before installing the infrastructure and OpenStack, update the host machines.


Usage of non-trusted certificates for RabbitMQ is not possible due to requirements of newer amqp versions.

The SSH certificate authority must be updated for the upgraded release version. SSH certificates are used for nova live migration and keystone credential synchonrisation in the new release. This step ensures that the required CA is generated and available for other playbooks.

# openstack-ansible certificate-ssh-authority.yml

Once CA is generated, we can proceed with standard OpenStack upgrade steps:

# openstack-ansible setup-hosts.yml --limit '!galera_all:!rabbitmq_all' -e package_state=latest

This command is the same setting up hosts on a new installation. The galera_all and rabbitmq_all host groups are excluded to prevent reconfiguration and restarting of any of those containers as they need to be updated, but not restarted.

Once that is complete, upgrade the final host groups with the flag to prevent container restarts.

# openstack-ansible setup-hosts.yml -e 'lxc_container_allow_restarts=false' --limit 'galera_all:rabbitmq_all'

Upgrade infrastructure

We can now go ahead with the upgrade of all the infrastructure components. To ensure that rabbitmq and mariadb are upgraded, we pass the appropriate flags.

# openstack-ansible setup-infrastructure.yml -e 'galera_upgrade=true' -e 'rabbitmq_upgrade=true' -e package_state=latest

With this complete, we can now restart the mariadb containers one at a time, ensuring that each is started, responding, and synchronized with the other nodes in the cluster before moving on to the next steps. This step allows the LXC container configuration that you applied earlier to take effect, ensuring that the containers are restarted in a controlled fashion.

# openstack-ansible "${SCRIPTS_PATH}/upgrade-utilities/galera-cluster-rolling-restart.yml"

Upgrade OpenStack

We can now go ahead with the upgrade of all the OpenStack components.

# openstack-ansible setup-openstack.yml -e package_state=latest