[next-0.10] Add migration guide for v1.0
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doc/book/working-documents/migration-1.md
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doc/book/working-documents/migration-1.md
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title = "Migrating from 0.9 to 1.0"
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weight = 11
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**This guide explains how to migrate to 1.0 if you have an existing 0.9 cluster.
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We don't recommend trying to migrate to 1.0 directly from 0.8 or older.**
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This migration procedure has been tested on several clusters without issues.
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However, it is still a *critical procedure* that might cause issues.
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**Make sure to back up all your data before attempting it!**
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You might also want to read our [general documentation on upgrading Garage](@/documentation/operations/upgrading.md).
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## Changes introduced in v1.0
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The following are **breaking changes** in Garage v1.0 that require your attention when migrating:
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- The Sled metadata db engine has been **removed**. If your cluster was still
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using Sled, you will need to **use a Garage v0.9.x binary** to convert the
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database using the `garage convert-db` subcommand. See
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[here](@/documentation/reference-manual/configuration/#db_engine) for the
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details of the procedure.
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The following syntax changes have been made to the configuration file:
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- The `replication_mode` parameter has been split into two parameters:
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[`replication_factor`](@/documentation/reference-manual/configuration/#replication_factor)
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and
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[`consistency_mode`](@/documentation/reference-manual/configuration/#consistency_mode).
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The old syntax using `replication_mode` is still supported for legacy
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reasons and can still be used.
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- The parameters `sled_cache_capacity` and `sled_flush_every_ms` have been removed.
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## Migration procedure
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The migration to Garage v1.0 can be done with almost no downtime,
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by restarting all nodes at once in the new version.
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The migration steps are as follows:
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1. Do a `garage repair --all-nodes --yes tables`, check the logs and check that
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all data seems to be synced correctly between nodes. If you have time, do
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additional `garage repair` procedures (`blocks`, `versions`, `block_refs`,
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etc.)
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2. Ensure you have a snapshot of your Garage installation that you can restore
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to in case the upgrade goes wrong:
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- If you are running Garage v0.9.4 or later, use the `garage meta snapshot
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--all` to make a backup snapshot of the metadata directories of your nodes
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for backup purposes, and save a copy of the following files in the
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metadata directories of your nodes: `cluster_layout`, `data_layout`,
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`node_key`, `node_key.pub`.
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- If you are running a filesystem such as ZFS or BTRFS that support
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snapshotting, you can create a filesystem-level snapshot to be used as a
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restoration point if needed.
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- In other cases, make a backup using the old procedure: turn off each node
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individually; back up its metadata folder (for instance, use the following
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command if your metadata directory is `/var/lib/garage/meta`: `cd
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/var/lib/garage ; tar -acf meta-v0.9.tar.zst meta/`); turn it back on
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again. This will allow you to take a backup of all nodes without
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impacting global cluster availability. You can do all nodes of a single
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zone at once as this does not impact the availability of Garage.
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3. Prepare your updated binaries and configuration files for Garage v1.0
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4. Shut down all v0.9 nodes simultaneously, and restart them all simultaneously
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in v1.0. Use your favorite deployment tool (Ansible, Kubernetes, Nomad) to
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achieve this as fast as possible. Garage v1.0 should be in a working state
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as soon as enough nodes have started.
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5. Monitor your cluster in the following hours to see if it works well under
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your production load.
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