Before You Begin

• Before upgrading, be sure to read about the latest Incompatible Changes and Known Issues and Workarounds in the CDH 4 Release Notes.
• Read the Cloudera Manager 5 Release Notes.
• Ensure that the Cloudera Manager minor version is equal to or greater than the CDH minor version. For example:

  Target CDH Version	Minimum Cloudera Manager Version
  5.0.5	5.0.x
  5.1.4	5.1.x
  5.4.1	5.4.x

• Run the Host Inspector and fix every issue.
• If using security, run the The Security Inspector.
• Whenever upgrading Impala, whether in CDH or a standalone parcel or package, check your SQL against the newest reserved words listed in incompatible changes. If upgrading across multiple versions or in case of any problems, check against the full list of Impala keywords.
• Run hdfs fsck / and hdfs dfsadmin -report and fix every issue.
• Run hbase hbck.
• Review the upgrade procedure and reserve a maintenance window with enough time allotted to perform all steps. For production clusters, Cloudera recommends allocating up to a full day maintenance window to perform the upgrade, depending on the number of hosts, the amount of experience you have with Hadoop and Linux, and the particular hardware you are using.
• To avoid lots of alerts during the upgrade process, you can enable maintenance mode on your cluster before you start the upgrade. This will stop email alerts and SNMP traps from being sent, but will not stop checks and configuration validations from being made. Be sure to exit maintenance mode when you have finished the upgrade to re-enable Cloudera Manager alerts.

Upgrade Unmanaged Components

Upgrading unmanaged components is a process that is separate from upgrading managed components. Upgrade the unmanaged components before proceeding to upgrade managed components. Components that you might have installed that are not managed by Cloudera Manager include:

• Pig
• Whirr
• Mahout

For information on upgrading these unmanaged components, see CDH 4 Installation Guide.

Upgrade Managed Components

Use one of the following strategies to upgrade CDH 4:

• Use your operating system's package management tools to update all packages to the latest version using standard repositories. This approach works well because it minimizes the amount of configuration required and uses the simplest commands. Be aware that this can take a considerable amount of time if you have not upgraded the system recently. To update all packages on your system, use the following command:

  Operating System	Command
  RHEL	$ sudo yum update
  SLES	$ sudo zypper up
  Ubuntu or Debian	$ sudo apt-get upgrade

• Use the cloudera.com repository that is added during a typical installation, only updating Cloudera components. This limits the scope of updates to be completed, so the process takes less time, however this process will not work if you created and used a custom repository. To install the new version, you can upgrade from the Cloudera repository by adding an entry to your operating system's package management configuration file. The repository location varies by operating system:

  Operating System	Configuration File Repository Entry
  Red Hat	https://archive.cloudera.com/cdh4/redhat/6/x86_64/cdh/4/
  SLES	https://archive.cloudera.com/cdh4/sles/11/x86_64/cdh/4/
  Debian Squeeze	[arch=amd64] https://archive.cloudera.com/cdh4/debian/squeeze squeeze-cdh4 contrib
  Ubuntu Lucid	[arch=amd64] https://archive.cloudera.com/cdh4/ubuntu/lucid/amd64/cdh lucid-cdh4 contrib
  Ubuntu Precise	[arch=amd64] https://archive.cloudera.com/cdh4/ubuntu/precise/amd64/cdh precise-cdh4 contrib

  For example, under Red Hat, to upgrade from the Cloudera repository you can run commands such as the following on the CDH host to update only CDH:

  $ sudo yum clean all
  $ sudo yum update 'cloudera-*'  

    Note:

  • cloudera-cdh4 is the name of the repository on your system; the name is usually in square brackets on the first line of the repo file, in this example /etc/yum.repos.d/cloudera-cdh4.repo:

    [chris@ca727 yum.repos.d]$ more cloudera-cdh4.repo
    [cloudera-cdh4]
    ...

  • yum clean all cleans up yum's cache directories, ensuring that you download and install the latest versions of the packages. – If your system is not up to date, and any underlying system components need to be upgraded before this yum update can succeed, yum will tell you what those are.

  On a SLES system, use commands like this to clean cached repository information and then update only the CDH components. For example:

  $ sudo zypper clean --all
  $ sudo zypper up -r https://archive.cloudera.com/cdh4/sles/11/x86_64/cdh/4

  To verify the URL, open the Cloudera repo file in /etc/zypp/repos.d on your system (for example /etc/zypp/repos.d/cloudera-cdh4.repo) and look at the line beginning

  baseurl=

  Use that URL in your sudo zypper up -r command.

  On a Debian/Ubuntu system, use commands like this to clean cached repository information and then update only the CDH components. First:

  $ sudo apt-get clean

  After cleaning the cache, use one of the following upgrade commands to upgrade CDH.

  Precise:

  $ sudo apt-get upgrade -t precise-cdh4

  Lucid:

  $ sudo apt-get upgrade -t lucid-cdh4

  Squeeze:

  $ sudo apt-get upgrade -t squeeze-cdh4

• Use a custom repository. This process can be more complicated, but enables updating CDH components for hosts that are not connected to the Internet. You can create your own repository, as described in Understanding Custom Installation Solutions. Creating your own repository is necessary if you are upgrading a cluster that does not have access to the Internet.

  If you used a custom repository to complete the installation of your current files and now you want to update using a custom repository, the details of the steps to complete the process are variable. In general, begin by updating any existing custom repository that you will use with the installation files you want to use. This can be completed in a variety of ways. For example, you might use wget to copy the necessary installation files. Once the installation files have been updated, use the custom repository you established for the initial installation to update CDH.

  OS	Command
  RHEL	Ensure you have a custom repo that is configured to use your internal repository. For example, if you could have custom repo file in /etc/yum.conf.d/ called cdh_custom.repo in which you specified a local repository. In such a case, you might use the following commands: $ sudo yum clean all $ sudo yum update 'cloudera-*'
  SLES	Use commands such as the following to clean cached repository information and then update only the CDH components: $ sudo zypper clean --all $ sudo zypper up -r http://internalserver.example.com/path_to_cdh_repo
  Ubuntu or Debian	Use a command that targets upgrade of your CDH distribution using the custom repository specified in your apt configuration files. These files are typically either the /etc/apt/apt.conf file or in various files in the /etc/apt/apt.conf.d/ directory. Information about your custom repository must be included in the repo files. The general form of entries in Debian/Ubuntu is: deb http://server.example.com/directory/ dist-name pool For example, the entry for the default repo is: deb http://us.archive.ubuntu.com/ubuntu/ precise universe On a Debian/Ubuntu system, use commands such as the following to clean cached repository information and then update only the CDH components: $ sudo apt-get clean $ sudo apt-get upgrade -t your_cdh_repo

Upgrade the Hive Metastore Database

Required if you are upgrading from an earlier version of CDH 4 to CDH 4.2 or higher.

1. Go to the Hive service.
2. Select Actions > Stop and click Stop to confirm.
3. Select Actions > Upgrade Hive Metastore Database Schema and click Upgrade Hive Metastore Database Schema to confirm.
4. If you have multiple instances of Hive, perform the upgrade on each metastore database.

Upgrade the Oozie ShareLib

1. Go to the Oozie service.
2. Select Actions > Start and click Start to confirm.
3. Select Actions > Install Oozie ShareLib and click Install Oozie ShareLib to confirm.

Upgrade Sqoop

1. Go to the Sqoop service.
2. Select Actions > Stop and click Stop to confirm.
3. Select Actions > Upgrade Sqoop and click Upgrade Sqoop to confirm.

Restart the Services

1. On the Home > Status tab, click to the right of the cluster name and select Restart.
2. Click the Restart button in the confirmation pop-up that appears. The Command Details window shows the progress of starting services.

Configure Cluster CDH Version for Package Installs

If you have installed CDH as a package, after an installation or upgrade, make sure that the cluster CDH version matches the package CDH version, using the procedure in Configuring the CDH Version of a Cluster. If the cluster CDH version does not match the package CDH version, Cloudera Manager incorrectly enables and disables service features based on the cluster's configured CDH version.

Deploy Client Configuration Files

1. On the Home > Status tab, click to the right of the cluster name and select Deploy Client Configuration.
2. Click the Deploy Client Configuration button in the confirmation pop-up that appears.