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