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    1: # Upgrading NetBSD
    2: 
    3: This chapter describes the binary upgrade of a NetBSD system. There are a
    4: variety of alternatives to perform this procedure, and the following sections
    5: will guide you through them.
    6: 
    7: ## Using sysinst
    8: 
    9: ### Overview
   10: 
   11: To do the upgrade, you must have some form of bootable media (CD-ROM, USB
   12: drive, network, etc.) available and at least the base and kern distribution
   13: sets. Since files already installed on the system are overwritten in place,
   14: you only need additional free space for files which weren't previously
   15: installed or to account for growth of the sets between releases. Usually this
   16: is not more than a few megabytes.
   17: 
   18: ### Note
   19: 
   20: Since upgrading involves replacing the kernel, boot blocks, and most of the
   21: system binaries, it has the potential to cause data loss. Before beginning,
   22: you are strongly advised to back up any important data on the NetBSD partition
   23: or on any other partitions on your disk, most importantly `/etc`.
   24: 
   25: The upgrade procedure is similar to an installation, but without the hard disk
   26: partitioning. sysinst will attempt to merge the settings stored in your `/etc`
   27: directory with the new version of NetBSD. Also, file systems are checked
   28: before unpacking the sets. Fetching the binary sets is done in the same manner
   29: as in the installation procedure.
   30: 
   31: ### The INSTALL document
   32: 
   33: Before doing an upgrade it is essential to read the release information and
   34: upgrading notes in one of the `INSTALL` files: this is the official
   35: description of the upgrade procedure, with platform specific information and
   36: important details. It can be found in the root directory of the NetBSD release
   37: (on the install CD or on the FTP server).
   38: 
   39: It is advisable to print the INSTALL document out. It is available in four
   40: formats: `.txt`, `.ps`, `.more`, and `.html`.
   41: 
   42: ### Performing the upgrade
   43: 
   44: The following section provides an overview of the binary upgrade process. Most
   45: of the following sysinst dialogs are similar to those of the installation
   46: process. More verbose descriptions and explanations of the dialogs are
   47: available in [[Example installation|guide/exinst]].
   48: 
   49: After selecting the installation language and the keyboard type, the main menu
   50: appears. Choosing option `b: Upgrade NetBSD on a hard disk` will start the the
   51: upgrade process.
   52: 
   53: ![Starting the upgrade](/guide/images/upgrading_main.png)
   54: 
   55: **Starting the upgrade*
   56: 
   57: This dialog will request permission to continue with the upgrade. At this point
   58: nothing has been changed yet and the upgrade can still be cancelled. This is a
   59: good time to ask yourself whether you have made a backup, and if you know for
   60: certain that you will be able to restore from it.
   61: 
   62: ![Continuing the upgrade](/guide/images/upgrading_confirm.png)
   63: 
   64: **Continuing the upgrade**
   65: 
   66: After choosing to continue with `Yes`, the next dialog will ask you to specify
   67: the hard disk with the NetBSD system that shall be upgraded. If more than one
   68: disk is available a list of the disks will be displayed.
   69: 
   70: ![Choosing the hard drive](/guide/images/upgrading_select-disc.png)
   71: 
   72: **Choosing the hard drive**
   73: 
   74: The system used for the example has only one hard disk available: `wd0`.
   75: 
   76: The following dialog provides a menu to choose the installation type. The
   77: choices are `Full installation`, `Minimal installation`, or `Custom
   78: installation`.
   79: 
   80: ![Choosing the distribution filesets](/guide/images/install_install-type.png)
   81: 
   82: **Choosing the distribution filesets**
   83: 
   84: At this point, sysinst will perform a check of the file system to ensure its
   85: integrity.
   86: 
   87: ![File system check](/guide/images/upgrading_fsck.png)
   88: 
   89: **File system check**
   90: 
   91: The next step is to choose which type of bootblocks to install.
   92: 
   93: ![Choosing bootblocks](/guide/images/install_bootblocks.png)
   94: 
   95: **Choosing bootblicks**
   96: 
   97: The next dialog will ask how much information should be displayed during the
   98: extraction of the distribution sets.
   99: 
  100: ![Upgrade process - verbosity level](/guide/images/install_verbosity.png)
  101: 
  102: **Upgrade process - verbosity level**
  103: 
  104: The following dialog asks for the install method of choice and provides a list
  105: of possible options. The install medium contains the new NetBSD distribution
  106: sets. You will be prompted for different information depending on which option
  107: you choose. For example, a CD-ROM or DVD install requires you to specify which
  108: device to use and which directory the sets are in, while an FTP install
  109: requires you to configure your network and specify the hostname of an FTP
  110: server. More details can be found in
  111: [[Choosing the installation media|guide/exinst#choosing_the_installation_media]].
  112: 
  113: ![Install medium](/guide/images/install_medium.png)
  114: 
  115: **Install medium**
  116: 
  117: sysinst will now unpack the distribution sets, replacing your old binaries.
  118: After unpacking these sets, it runs the postinstall script to clean up various
  119: things. If no problems occur, you are done. If postinstall produces errors, you
  120: will have to manually resolve the issues it brings up. See postinstall's man
  121: page for more information. You should also read the remarks in `INSTALL` about
  122: upgrading, as specific compatibility issues are documented there.
  123: 
  124: ![Upgrade complete](/guide/images/upgrading_complete.png)
  125: 
  126: **Upgrade complete**
  127: 
  128: When you are back at the main menu, remove the boot medium (if applicable) and
  129: reboot. Have fun with your new version of NetBSD!
  130: 
  131: ## Using sysupgrade
  132: 
  133: The sysupgrade utility (currently found in `pkgsrc/sysutils/sysupgrade`) allows
  134: you to upgrade a running system to a newer binary release.
  135: 
  136: ### Note
  137: 
  138: Please be aware that, as of August 2012, sysupgrade is a farily new tool and is
  139: still undergoing field testing. Use with care. In particular, upgrades across
  140: major binary releases might not work properly yet because of the lack of a
  141: reboot between the kernel installation and the unpacking of the sets. That said,
  142: you may find this tool very convenient to track NetBSD-current or stable NetBSD
  143: branches.
  144: 
  145: One of the benefits of sysupgrade is that it is an integrated and
  146: almost-unattended solution: the tool fetches the new kernel and distribution
  147: sets from remote sites if you desire and performs the upgrade without user
  148: intervention until new changes to the configuration files need to be merged.
  149: 
  150: Let's assume you are running NetBSD/amd64 6.0 and you wish to upgrade to NetBSD
  151: 6.1. The procedure to do so would be to run the following command:
  152: 
  153:     # sysupgrade auto ftp://ftp.NetBSD.org/pub/NetBSD/NetBSD-6.1/amd64
  154:       
  155: 
  156: And that's all that it takes. This will proceed to download the kernel and
  157: sets appropriate for your machine, unpack them and assist you in merging new
  158: configuration changes. Do not forget to reboot afterwards.
  159: 
  160: For more details, please see the included sysupgrade(8) manual page and the
  161: `/usr/pkg/etc/sysupgrade.conf` configuration file.
  162: 

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