Date: Thu, 3 Aug 2000 15:22:32 +0200 From: Ralf S. Engelschall <rse@engelschall.com> To: freebsd-stable@freebsd.org Subject: [PROCEDURE] Successful 3.5-S to 4.1-S upgrade
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This week we've moved all of our 3.5-STABLE boxes to 4.1-STABLE. As others
already determined, the steps in /usr/src/UPDATING are not sufficient for a
successful and smooth upgrade. While we upgraded machine after machine this
week, we had to adjust and enhance our upgrade procedure many times. Now that
all of our machines were successfully upgraded, I want to share our
experiences with you by forwarding you our last version of the procedure.
I'm sure some steps can be simplified or perhaps even left out, but I did not
care very much about optimizations or speedups. For us it was just important
that the upgrade worked correctly. And that's the case with the above steps.
I hope this procedure can help you a little bit in upgrading your boxes, too.
Yours,
Ralf S. Engelschall
rse@engelschall.com
www.engelschall.com
Upgrading from FreeBSD 3.5-STABLE to FreeBSD 4.1-STABLE
Ralf S. Engelschall <rse@engelschall.com>, August 2000
=======================================================
o boot the old FreeBSD 3.x in multi-user mode
o provide a particular build environment
$ vi /etc/make.conf
NOPERL=true # else Perl would fail to build under 3.x initially
NOPROFILE=true # to speed up building
MAKE_RSAINTL=YES # for non-US
USA_RESIDENT=NO # dito.
CFLAGS=-O -pipe # standard optimization
COPTFLAGS=-O -pipe # dito.
COMPAT1X=yes # install compatibility libraries
COMPAT20=yes # dito.
COMPAT21=yes # dito.
COMPAT22=yes # dito.
COMPAT3X=yes # dito.
o provide boot-strapping run-time environment
$ mkdir -p /usr/obj/usr/src/lib/libc
$ ldconfig -R /usr/obj/usr/src/lib/libc
o build the world initially (still under FreeBSD 3.x run-time)
$ cd /usr/obj
$ chflags -R noschg *
$ rm -rf *
$ cd /usr/src
$ make buildworld
o build and install new GENERIC kernel+modules
$ make buildkernel KERNEL=GENERIC
$ make installkernel KERNEL=GENERIC
$ chflags noschg /kernel.GENERIC /GENERIC
$ mv /kernel.GENERIC /kernel.GENERIC.3
$ mv /GENERIC /kernel.GENERIC
$ chflags schg /kernel.GENERIC
o upgrade FOO kernel config from 3.x to 4.x
$ vi /sys/i386/conf/FOO
- remove "config kernel ...", "bio", "tty", "net", "conflicts"
- remove unnecessary quotations
- remove "pnp" device
- remove "acd0" device
- remove obsolete options (check output of "config FOO")
- replace some "xxx0" with "xxx" (compare LINT for details)
- replace "controller" & "disk" with "device"
- replace "wdc0" with "ata0" plus more "ata*" from GENERIC
- replace "bpfilter" with "bpf"
- replace "isa?" with "atkbdc?" for "atkbd0" and "psm0" device
o build and install new FOO kernel+modules
$ make buildkernel KERNEL=FOO
$ make installkernel KERNEL=FOO
$ chflags noschg /kernel /FOO
$ mv /kernel /kernel.3
$ mv /FOO /kernel
$ chflags schg /kernel
o upgrade devices
$ cd /usr/src/sbin/mknod && make install
$ cp /usr/src/etc/MAKEDEV* /dev
$ cd /dev
$ sh MAKEDEV all
- make sure really all devices for disks exists:
for N in the list of disks
sh MAKEDEV N # eg ad0
for M in the list of slices
sh MAKEDEV NsMa # eg ad0s1a
- edit /etc/fstab and replace "wd0" with "ad0"
o upgrade boot blocks and loader
$ cd /sys/boot && make install
o boot FreeBSD 4.x kernel (still with 3.x user-land) in single-user mode
$ shutdown -r now
> boot -s
$ mount -a
o install the world
$ cd /usr/src/gnu/usr.bin/texinfo/install-info
$ make install
$ ldconfig -R /usr/obj/usr/src/lib/libc
$ cd /usr/src
$ make installworld
$ cd /usr/src/release/sysinstall && make all install
o upgrade /etc
$ cp -rp /etc /etc.old
$ mergemaster -v -s
o final adjustments for new FreeBSD 4.x user-land
$ touch /var/log/security
$ touch /var/log/cron
$ rm /var/cron/log*
o switch to new shipped OpenSSH [OPTIONAL!]
$ ssh-keygen -f /etc/ssh/ssh_host_key
$ ssh-keygen -d -f /etc/ssh/ssh_host_dsa_key
$ vi /etc/rc.conf
sshd_enable="YES"
$ pkg_delete ssh-1.2.27
o boot FreeBSD 4.x kernel and user-land in multi-user mode
$ shutdown -r now
o rebuild some criticial programs to avoid spurious segfaults
under the forthcoming final "buildworld/installworld" step
$ vi /etc/make.conf
#NOPERL=true
$ cd /usr/src/gnu/usr.bin/perl
$ (cd libperl && make all install)
$ (cd perl && make all install)
$ make clean all install
$ cd /usr/src/usr.bin/lex && make clean all install
$ cd /usr/src/usr.bin/yacc && make clean all install
$ cd /usr/src/gnu/usr.bin/as && make clean all install
$ cd /usr/src/gnu/usr.bin/cc && make clean all install
$ cd /usr/src/gnu/lib/libgcc && make clean all install
o build and install the world finally from scratch (under FreeBSD 4.x run-time)
$ cd /usr/obj
$ chflags -R noschg *
$ rm -rf *
$ cd /usr/src
$ make buildworld
$ make installworld
o rebuild the kernel with the final tools
$ cd /sys/i386/conf
$ config FOO
$ cd /sys/compile/FOO
$ make depend all
$ make install
o reboot to switch to the final FreeBSD 4.x system
$ shutdown -r now
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