feat(influxdb3): Core/Enterprise: Upgrade instance or cluster:- Addre… (#6483)

* feat(influxdb3): Core/Enterprise: Upgrade instance or cluster:- Addresses recent internal requests for upgrade steps- Provide examples for Core or Enterprise single node (instance)- Provide steps recommended by Engineering and examples- Link from related pages

* Apply suggestion from @sanderson

Co-authored-by: Scott Anderson <sanderson@users.noreply.github.com>

* Apply suggestion from @sanderson

Co-authored-by: Scott Anderson <sanderson@users.noreply.github.com>

* Apply suggestion from @sanderson

Co-authored-by: Scott Anderson <sanderson@users.noreply.github.com>

* Apply suggestion from @sanderson

Co-authored-by: Scott Anderson <sanderson@users.noreply.github.com>

* Apply suggestion from @sanderson

Co-authored-by: Scott Anderson <sanderson@users.noreply.github.com>

* docs(enterprise): clarify catalog version constraints for v3.3.x to v3.4.x upgrade

- Specify that catalog modification constraint applies when upgrading from v3.3.x (or earlier) to v3.4.x
- Add troubleshooting section noting that different version transitions may have different constraints
- Direct users to check release notes for version-specific upgrade requirements

Resolves review comment from hiltontj about catalog version boundaries.

---------

Co-authored-by: Scott Anderson <sanderson@users.noreply.github.com>
pull/6491/head
Jason Stirnaman 2025-10-25 07:42:53 -05:00 committed by GitHub
parent f9435b0cf8
commit a584807f1f
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---
title: Upgrade InfluxDB
description: >
Learn how to upgrade your {{% product-name %}} instance.
menu:
influxdb3_core:
name: Upgrade InfluxDB
parent: Administer InfluxDB
weight: 205
influxdb3/core/tags: [upgrade, administration, catalog]
related:
- /influxdb3/core/admin/backup-restore/
- /influxdb3/core/install/
- /influxdb3/core/reference/config-options/
- /influxdb3/core/admin/databases/
source: /shared/influxdb3-admin/upgrade.md
---
<!-- //SOURCE - content/shared/influxdb3-admin/upgrade.md -->

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@ -1,5 +1,5 @@
---
title: Install {{< product-name >}}
title: Install InfluxDB 3 Core
description: Download and install {{< product-name >}}.
menu:
influxdb3_core:
@ -9,6 +9,8 @@ influxdb3/core/tags: [install]
source: /shared/influxdb3/install.md
alt_links:
v1: /influxdb/v1/introduction/install/
related:
- /influxdb3/core/admin/upgrade/
---
<!--SOURCE content/shared/influxdb3/install.md -->

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---
title: Upgrade InfluxDB
description: >
Learn how to upgrade your {{% product-name %}} cluster across multiple versions, including
rolling upgrades, catalog version constraints, and recommended upgrade order
for different node modes.
menu:
influxdb3_enterprise:
name: Upgrade InfluxDB
parent: Administer InfluxDB
weight: 205
influxdb3/enterprise/tags: [upgrade, administration, catalog]
related:
- /influxdb3/enterprise/admin/backup-restore/
- /influxdb3/enterprise/install/
- /influxdb3/enterprise/reference/config-options/
- /influxdb3/enterprise/admin/databases/
source: /shared/influxdb3-admin/upgrade.md
---
<!-- //SOURCE - content/shared/influxdb3-admin/upgrade.md -->

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@ -11,6 +11,8 @@ menu:
identifier: gs-multi-node-cluster
weight: 102
influxdb3/enterprise/tags: [cluster, multi-node, multi-server]
related:
- /influxdb3/enterprise/admin/upgrade/
---
Create a multi-node {{% product-name %}} cluster for high availability, performance, and workload isolation.

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@ -1,11 +1,13 @@
---
title: Install {{< product-name >}}
title: Install InfluxDB 3 Enterprise
description: Download and install {{< product-name >}}.
menu:
influxdb3_enterprise:
name: Install InfluxDB 3 Enterprise
weight: 2
influxdb3/enterprise/tags: [install]
related:
- /influxdb3/enterprise/admin/upgrade/
source: /shared/influxdb3/install.md
alt_links:
v1: /influxdb/v1/introduction/install/

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@ -12,5 +12,5 @@ source: /shared/influxdb3-internals-reference/_index.md
<!--
The content for this page is at
// SOURCE /shared/influxdb3-internals-reference/_index.md
// SOURCE content/shared/influxdb3-internals-reference/_index.md
->

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Upgrade your {{% product-name %}} version.
- [Before you upgrade](#before-you-upgrade)
- [Upgrade an InfluxDB 3 instance](#upgrade-an-influxdb-3-instance)
{{% show-in "enterprise" %}}
- [Upgrade a multi-node cluster](#upgrade-a-multi-node-cluster)
- [Multi-node upgrade procedure](#multi-node-upgrade-procedure)
- [Rolling upgrade constraints](#rolling-upgrade-constraints)
- [Troubleshooting cluster upgrades](#troubleshooting-cluster-upgrades)
{{% /show-in %}}
## Before you upgrade
Before upgrading your {{% product-name %}} {{% show-in "core" %}}instance{{% /show-in %}}{{% show-in "enterprise" %}}cluster{{% /show-in %}}, review the [release notes](/influxdb3/enterprise/reference/release-notes/) for compatibility requirements and then plan your upgrade strategy.
### Verify your current version
Before upgrading, verify the {{% product-name %}} version running on each node.
{{< tabs-wrapper >}}
{{% tabs %}}
[CLI](#)
[Docker](#)
{{% /tabs %}}
{{% tab-content %}}
```bash
influxdb3 --version
```
{{% /tab-content %}}
{{% tab-content %}}
```bash { placeholders="CONTAINER_NAME" }
docker exec CONTAINER_NAME influxdb3 --version
```
Replace the following:
- {{% code-placeholder-key %}}`CONTAINER_NAME`{{% /code-placeholder-key %}}: The name of your {{% product-name %}} container
{{% /tab-content %}}
{{< /tabs-wrapper >}}
The command returns version information similar to the following:
<!--pytest-codeblocks:expected-output-->
```
influxdb3 {{% latest-patch %}}
```
> [!Tip]
> ### Verify your InfluxDB version
>
> Before and after upgrading, verify the {{% product-name %}} version running on your instance.
## Upgrade an InfluxDB 3 instance
{{< tabs-wrapper >}}
{{% tabs %}}
[Install script](#)
[systemctl](#)
[Docker](#)
[Docker Compose](#)
[Windows](#)
{{% /tabs %}}
{{% tab-content %}}
```bash
curl -O https://www.influxdata.com/d/install_influxdb3.sh \
&& sh install_influxdb3.sh {{< product-key >}}
```
{{% /tab-content %}}
{{% tab-content %}}
```bash
# 1. Download the new version
curl -L https://dl.influxdata.com/influxdb/releases/influxdb3-{{< product-key >}}-{{< latest-patch >}}_linux_amd64.tar.gz \
-o influxdb3-{{< product-key >}}.tar.gz
# 2. Extract the archive
tar xvzf influxdb3-{{< product-key >}}.tar.gz
# 3. Stop the service
sudo systemctl stop influxdb3
# 4. Install the new binary
sudo cp influxdb3 /usr/local/bin/
# 5. Start the service
sudo systemctl start influxdb3
```
{{% /tab-content %}}
{{% tab-content %}}
```bash { placeholders="CONTAINER_NAME" }
docker stop CONTAINER_NAME
docker pull influxdb:{{< product-key >}}
docker start CONTAINER_NAME
```
Replace the following:
- {{% code-placeholder-key %}}`CONTAINER_NAME`{{% /code-placeholder-key %}}: The name of your {{% product-name %}} container
{{% /tab-content %}}
{{% tab-content %}}
```bash
docker compose down
docker compose pull
docker compose up -d
```
{{% /tab-content %}}
{{% tab-content %}}
```powershell
# Download the latest Windows binary
Invoke-WebRequest `
-Uri "https://dl.influxdata.com/influxdb/releases/influxdb3-{{< product-key >}}-{{< latest-patch >}}-windows_amd64.zip" `
-OutFile "influxdb3-{{< product-key >}}.zip"
# Extract the binary
Expand-Archive -Path influxdb3-{{< product-key >}}.zip -DestinationPath . -Force
# Stop the service, replace the binary, and start the service
Stop-Service influxdb3
Copy-Item -Path "influxdb3.exe" -Destination "C:\Program Files\InfluxData\influxdb3\" -Force
Start-Service influxdb3
```
{{% /tab-content %}}
{{< /tabs-wrapper >}}
{{% show-in "enterprise" %}}
## Upgrade a multi-node cluster
Upgrade {{% product-name %}} instances to newer versions using rolling upgrades to minimize downtime.
When upgrading multi-node clusters, you need to understand catalog version constraints and the recommended upgrade order for different node modes.
- [Upgrade a single {{% product-name %}} instance](#upgrade-a-single--product-name--instance)
- [Upgrade a multi-node cluster](#upgrade-a-multi-node-cluster)
- [Before you upgrade](#before-you-upgrade)
- [Multi-node upgrade procedure](#multi-node-upgrade-procedure)
- [Upgrade constraints](#upgrade-constraints)
- [Troubleshooting](#troubleshooting)
### Catalog version compatibility
{{% product-name %}} uses a catalog to track metadata about tables, tags, and fields.
Some versions introduce catalog version updates that affect how nodes can interoperate during rolling upgrades.
> [!Important]
> #### Important version transitions
>
> - **3.4.x**: Introduced a catalog version update that requires all nodes to upgrade before catalog modifications can resume.
> - **3.2.x to 3.5.x**: Nodes running 3.2.1 can temporarily coexist with nodes running 3.5.0, but catalog modifications are blocked until all nodes complete the upgrade.
During a rolling upgrade across a catalog version boundary, nodes running older versions cannot modify the catalog.
This affects writes that add new tables, tags, or fields, but allows writes to existing tables, tags, and fields.
### Multi-node upgrade procedure
Follow these steps to upgrade your {{% product-name %}} deployment with minimal downtime.
#### Recommended node upgrade order
The order in which you upgrade nodes affects the availability of catalog modifications during the upgrade.
Different node modes have different impacts on catalog updates:
- **Ingest nodes**: Primarily update the catalog when accepting writes that add new tables, tags, or fields via line protocol.
- **Query nodes**: Can accept API requests that update the catalog (for example, `influxdb3 create table`), but less frequently than ingest nodes.
- **Compactor nodes**: Rarely modify the catalog during normal operation.
- **Process nodes**: Process data without modifying the catalog structure.
**Recommended upgrade order:**
1. **Ingest nodes**: Upgrade ingest nodes first to restore catalog modification capability as quickly as possible.
If you have multiple ingest nodes and can route traffic while one is down, upgrade them sequentially.
2. **Query nodes**: Upgrade query nodes after upgrading all ingest nodes.
3. **Compactor nodes**: Upgrade compactor nodes last, as they have minimal impact on catalog modifications.
4. **Process nodes**: Can be upgraded at any time, as they don't modify the catalog.
#### Perform a rolling upgrade
Follow these steps to upgrade each node in your deployment:
{{< tabs-wrapper >}}
{{% tabs %}}
[systemctl](#)
[Docker](#)
[Docker Compose](#)
{{% /tabs %}}
{{% tab-content %}}
```bash
# 1. Stop the service
sudo systemctl stop influxdb3
# 2. Install the new version
# Follow the installation instructions for your platform:
# https://docs.influxdata.com/influxdb3/enterprise/install/
# 3. Start the service
sudo systemctl start influxdb3
# 4. Verify the version
influxdb3 --version
# 5. Check the node's health
influxdb3 query \
--database _internal \
--token ADMIN_TOKEN \
"SELECT * FROM system.queries LIMIT 5"
```
Replace the following:
- {{% code-placeholder-key %}}`ADMIN_TOKEN`{{% /code-placeholder-key %}}: An admin token
{{% /tab-content %}}
{{% tab-content %}}
```bash { placeholders="CONTAINER_NAME|NODE_ID|CLUSTER_ID|OBJECT_STORE_TYPE|ADMIN_TOKEN" }
# 1. Stop the container
docker stop CONTAINER_NAME
# 2. Pull the latest image
docker pull influxdb:enterprise
# 3. Start the container with the new image
# IMPORTANT: Adjust the docker run command to match your existing
# container configuration, including environment variables, volume mounts,
# object store settings, and network settings.
docker run -d \
--name CONTAINER_NAME \
-p 8181:8181 \
-e INFLUXDB3_ENTERPRISE_LICENSE_EMAIL=your-email@example.com \
-v ~/.influxdb3/data:/var/lib/influxdb3/data \
influxdb:enterprise \
influxdb3 serve \
--node-id NODE_ID \
--cluster-id CLUSTER_ID \
--object-store OBJECT_STORE_TYPE \
--data-dir /var/lib/influxdb3/data
# 4. Verify the version
docker exec CONTAINER_NAME influxdb3 --version
# 5. Check the node's health
docker exec CONTAINER_NAME influxdb3 query \
--database _internal \
--token ADMIN_TOKEN \
"SELECT * FROM system.queries LIMIT 5"
```
Replace the following:
- {{% code-placeholder-key %}}`CONTAINER_NAME`{{% /code-placeholder-key %}}: The name of your {{% product-name %}} container
- {{% code-placeholder-key %}}`NODE_ID`{{% /code-placeholder-key %}}: The node identifier for this instance
- {{% code-placeholder-key %}}`CLUSTER_ID`{{% /code-placeholder-key %}}: The cluster identifier for your deployment
- {{% code-placeholder-key %}}`OBJECT_STORE_TYPE`{{% /code-placeholder-key %}}: The object store type (for example, `file`, `s3`, `azure`, or `google`)
- {{% code-placeholder-key %}}`ADMIN_TOKEN`{{% /code-placeholder-key %}}: An admin token
> [!Note]
> #### Use the influxdb:enterprise image tag
>
> The `influxdb:enterprise` tag always points to the latest InfluxDB 3 Enterprise release.
> Use `docker pull influxdb:enterprise` to pull the latest version, or specify a version tag directly (for example, `influxdb:{{< latest-patch >}}-enterprise`) to upgrade to a specific version.
> [!Important]
> If you use a cloud object store (S3, Azure, or Google Cloud), include the appropriate credentials and bucket configuration in the `docker run` command.
{{% /tab-content %}}
{{% tab-content %}}
```bash { placeholders="ADMIN_TOKEN" }
# 1. Stop the services
docker compose down
# 2. Update the image in your compose.yaml file
# Change the image version to: influxdb:enterprise
# 3. Start the services with the new image
docker compose up -d
# 4. Verify the version
docker compose exec influxdb3 influxdb3 --version
# 5. Check the node's health
docker compose exec influxdb3 influxdb3 query \
--database _internal \
--token ADMIN_TOKEN \
"SELECT * FROM system.queries LIMIT 5"
```
Replace the following:
- {{% code-placeholder-key %}}`ADMIN_TOKEN`{{% /code-placeholder-key %}}: An admin token
> [!Note]
> #### Use the influxdb:enterprise image tag
>
> The `influxdb:enterprise` tag always points to the latest InfluxDB 3 Enterprise release.
> Update the `image:` field in your `compose.yaml` to `influxdb:enterprise` to pull the latest version, or specify a version tag directly (for example, `influxdb:{{< latest-patch >}}-enterprise`) to upgrade to a specific version.
{{% /tab-content %}}
{{< /tabs-wrapper >}}
**Repeat these steps** for each remaining node in the recommended order.
### Rolling upgrade constraints
Understand the constraints that apply during rolling upgrades to avoid unexpected write failures.
#### Writes during catalog version transitions
When upgrading from v3.3.x (or earlier) to v3.4.x, nodes running older versions cannot modify the catalog during the rolling upgrade.
**Behavior by write type:**
- **Writes to existing measurements, tags, and fields**: Succeed on all nodes, regardless of version.
- **Writes that add new measurements, tags, or fields**: Fail on nodes running older versions until those nodes are upgraded.
For example, if you're upgrading from 3.2.1 to 3.5.0:
- An ingest node running 3.2.1 can write data to existing measurements.
- An ingest node running 3.2.1 cannot write data that adds new measurements, tags, or fields.
- After upgrading the ingest node to 3.5.0, it can write data that adds new measurements, tags, or fields.
When a node running an older version receives a write that attempts to add a new
measurement, the write fails with an error similar to:
<!--pytest-codeblocks:expected-output-->
```
Error: Catalog modification failed: node is running an older version
```
### Troubleshooting cluster upgrades
#### Writes fail during upgrade
If writes fail during a rolling upgrade, verify that you're not attempting to add new measurements, tags, or fields to nodes running older versions.
1. **Check the write payload** to determine if it adds new measurements, tags, or fields
2. **Verify the node version** that received the write
3. **Route writes to upgraded nodes** or wait until all nodes complete the upgrade before adding new measurements, tags, or fields
#### Upgrade order issues
If you upgrade nodes out of the [recommended order](#recommended-node-upgrade-order), you may experience longer periods where catalog modifications are blocked.
#### Version compatibility problems
If nodes fail to communicate after an upgrade, verify that all nodes are running compatible versions.
1. **Connect to each node** and [verify the version](#verify-your-current-version)
2. Review the [release notes](/influxdb3/enterprise/reference/release-notes/) for your target version to identify any breaking changes or compatibility requirements.
#### Catalog version constraints
Different version transitions may have different catalog version constraints.
The v3.3.x → v3.4.x transition has specific constraints, but other version transitions may differ.
**Before upgrading**, review the [release notes](/influxdb3/enterprise/reference/release-notes/) for your target version to understand:
- Whether the upgrade crosses a catalog version boundary
- How long catalog modifications may be blocked during the upgrade
- Any special upgrade procedures or constraints
{{% /show-in %}}

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{{% show-in "enterprise" %}}
> [!Note]
> #### Multi-node cluster setup
> For information about setting up a multi-node {{% product-name %}} cluster,
> see [Create a multi-node cluster](/influxdb3/enterprise/get-started/multi-server/) in the Get started guide.
>
> For steps to upgrade an existing InfluxDB 3 Enterprise cluster,
> see [Upgrade InfluxDB](/influxdb3/enterprise/admin/upgrade/).
{{% /show-in %}}
## System Requirements