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Upgrade Guide: 4.2 to 4.3


Note: Upgrades are only supported from one release to the release immediately following it. Do not skip releases.

It is highly recommended that you read through and fully understand this process before attempting it. If you are doing it on a critical or physically remote machine, it is recommended that you test this process on an identical, local system to verify its success before attempting on a critical or remote computer.

Upgrading is a convenient way to bring your OpenBSD system up to the most recent version. However, the results are not intended to precisely match the results of a wipe-and-reload installation. Old library files in particular are not removed in the upgrade process, as they may be required by older applications that may or may not be upgraded at this time. If you REALLY wish to get rid of all these old files, you are probably better off reinstalling from scratch.

Table of Contents:


Before upgrading: things to think about and be aware of

This is not a complete list of the changes that took place between 4.2 and 4.3, but rather some of the important things that will impact a large number of users in the upgrade process. For a more complete list of changes, see plus43.html and the CVS change logs.


The upgrade process

Upgrading by install kernel

If you have access to the system's console, the easiest and safest way to upgrade is to boot from install media or bsd.rd and follow the upgrade steps, which are very similar to the install process. Afterwards, complete the upgrade by following the final steps as detailed below.

One easy way to boot from the install kernel is to place the 4.3 version of bsd.rd in the root of your boot drive, then instruct the boot loader to boot using this new bsd.rd file. On amd64 and i386, you do this by entering "boot bsd.rd" at the initial boot> prompt.

Upgrading without install kernel

This is NOT the recommended process. Use the install kernel method if at all possible!

Sometimes, one needs to do an upgrade of a machine when one can't easily use the normal upgrade process. The most common case is when the machine is in a remote location and you don't have easy access to the system console. One can usually do this by carefully following this process:

During this process, sendmail(8) may produce some error messages like the following:
    Nov 1 12:47:05 puffy sm-mta[16733]: filesys_update failed: No such file or dire
    ctory, fs=., avail=-1, blocksize=380204
These messages can be safely ignored for the moment, or you may wish to halt sendmail(8) during the upgrade process. Note that sendmail is not working properly at this point, and will need to be restarted (as part of the reboot) before mail is expected to be handled properly.


Final steps

Whether you upgrade by using an install kernel and doing a formal "upgrade" process, or do a "in-place" binary upgrade, there are certain manual steps that have to be performed.

1. New and changed Users and Groups

New users are needed for ospf6d, and snmpd. Create those users and groups using useradd(8)
useradd -u90 -g=uid -c"OSPF6 Daemon" -d/var/empty -s/sbin/nologin _ospf6d
useradd -u91 -g=uid -c"SNMP Daemon" -d/var/empty -s/sbin/nologin _snmpd
You also need to use vipw(8) to edit the password files and your favorite editor to change the /etc/group file, changing _hoststated to _relayd in each, and changing the description in vipw(8) from "HostState Daemon" to "Relay Daemon". Leave the rest of each line unchanged.

2. Upgrading /etc

You will want to extract the etc43.tgz files to a temporary location:

tar -C /tmp -xzphf ${RELEASEPATH}/etc43.tgz
Files that can probably be copied from etc43.tgz "as is":
etc/mail/README
etc/moduli
etc/mtree/4.4BSD.dist
etc/mtree/BSD.local.dist
etc/mtree/special
etc/netstart
etc/ospf6d.conf
etc/rc
etc/rc.conf
etc/relayd.conf
etc/security
etc/snmpd.conf
var/named/etc/root.hint
Note that it IS possible to locally modify these files, if this has been done, manual merging will be needed. Pay special attention to mail/* if you are using something other than the default Sendmail(8) configuration. Here are copy/paste lines for copying these files, assuming you unpacked etc43.tgz in the above recommended place:
cd /tmp/etc
cp moduli netstart ospf6d.conf rc rc.conf relayd.conf security snmpd.conf /etc
cp mtree/* /etc/mtree/
cp mail/README /etc/mail
cp ../var/named/etc/root.hint /var/named/etc

These files likely have local changes, but should be updated for 4.3. IF you have not altered these files, you can copy over the new version, otherwise the changes must be merged with your files:

etc/changelist
etc/chio.conf
etc/ftpusers
etc/mail/aliases
etc/ssh/sshd_config
etc/sudoers
etc/sysctl.conf
var/named/etc/named-dual.conf
var/named/etc/named-simple.conf
var/named/etc/named.conf
var/www/conf/httpd.conf
var/www/conf/mime.types
var/www/htdocs/manual/mod/core.html
var/www/htdocs/manual/server-wide.html
The changes to these files are in this patch file. You can attempt to use this by executing the following as root:
cd /
patch -C -p0 < upgrade43.patch
This will test the patch to see how well it will apply to YOUR system, to actually apply it, leave off the "-C" option. Note that it is likely that if you have customized files or not kept them closely updated, or are upgrading from a snapshot of 4.2, they may not accept the patch cleanly. In those cases, you will need to manually apply the changes. Please test this process before relying on it for a machine you can not easily get to.

/etc/ttys has been made more consistent across platforms, but this makes updating more exciting for this file. It is recommended that you copy over this new file, and manually merge any changes back to the new one:

mv /etc/ttys /etc/ttys.orig
cp /tmp/etc/ttys /etc

The following files have had changes which should be looked at, but it is unlikely they should be directly copied or merged (i.e., if you are using pf.conf, look at the suggested change of strategy, and decide if it is appropriate for your use).

/etc/pf.conf

There are a couple files that can be deleted that are no longer used in 4.3:

rm /etc/hoststated.conf /var/named/standard/root.hint
Finally, use newaliases(8) to update the aliases database, mtree(8) to create any new directories, and change the ownership and access to /etc/chio.conf:
newaliases
mtree -qdef /etc/mtree/4.4BSD.dist -p / -u
chown root:operator /etc/chio.conf
chmod 644 /etc/chio.conf

3. Checking the kernel

Note: most people can skip this step!

If you followed the instructions for the upgrade process without install kernel, you have already completed this step. However, if you used the install kernel, and if you had a modified kernel in 4.2, it is likely you will need to modify the stock kernel of 4.3. This can be as simple as modifying a specific device using config(8), or it can involve a recompilation if the option you need is not included in the GENERIC kernel. Please consult FAQ 5 - Building the system from source before considering to recompile your kernel.

4. Upgrading packages

If you installed any packages on your system, you should upgrade them after completing the upgrade of the base system. Be aware, however, many packages will require further setup before and/or after upgrading the package. Check with the application's upgrade guide for details.

The package tools support in-place updating using pkg_add -u. For instance, to update all your packages, make sure PKG_PATH is pointing to the 4.3 packages directory on your CD or nearest FTP mirror, and use something like

# pkg_add -ui -F update -F updatedepends
where the -u indicates update mode, and -i specifies interactive mode, so pkg_add will prompt you for input when it encounters some ambiguity. Read the pkg_add(1) manual page and the package management chapter of the FAQ for more information.

5. Removing xbase42.tgz

If you installed xbase42.tgz to get libexpat installed for packages that needed it, you no longer need it for 4.3. You can either remove it or install xbase43.tgz.

If you wish to remove it, you can use the following commands:

# mv /usr/X11R6/lib/libexpat.so.* /usr/lib
# rm -r /usr/X11R6 /etc/X11 /etc/fonts

If you wish to install xbase43.tgz, then you must clean the old libexpat files:

# mv /usr/X11R6/lib/libexpat.so.* /usr/lib
# rm /usr/X11R6/lib/libexpat*
# rm /usr/X11R6/include/expat*

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$OpenBSD: upgrade43.html,v 1.20 2015/07/02 05:49:04 bentley Exp $