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Upgrade Guide: 5.2 to 5.3

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
  • No more updateXX.patch file
  • Radeon X driver changes
  • OpenSMTPD: Ready for use!
  • smtpd.conf syntax change
  • Packet Filter changes
  • sndiod(1) options change
• The upgrade process
• Final steps
  • Merging changed files via sysmerge(8)
  • Files to delete
  • Checking the kernel
  • Upgrading packages

Before upgrading: things to think about and be aware of

• No more updateXX.patch file In the past, an updateXX.patch file was provided to help with the changes in the files in /etc and /var. We now believe that sysmerge(8) is a much better and more accurate tool for most users. For this reason, we will no longer be providing a updateXX.patch file as part of these upgrade instructions.

• Radeon X driver change: The radeon(4) X.Org driver has been updated to version 6.14.6 and is now selected by default when running without an xorg.conf file. To force the use of the radeonold(4) driver, add the following to /etc/X11/xorg.conf:

  
  Section "Device"
      Identifier "Old Radeon Card"
      Driver "radeonold"
  EndSection
  

• OpenSMTPD: Ready for use! OpenSMTPD has received a lot of testing and use, and we now consider it ready for production. OpenSMTPD has a number of benefits over most other mail transfer agents, most notably the simple and concise configuration file. A usable smtpd.conf(5) can be three lines. Sendmail(8) is still there for now, but we encourage you to look at smtpd(8) if you are using sendmail or any other mail transport agent.

• smtpd.conf syntax change: For users of the older versions of OpenSMTPD, the "all" keyword becomes "any". You need to update your config. Be careful to really rewrite rules like:

  	accept from all [...]

  to

  	accept from any [...]

  because the former syntax is still valid, but it behaves completely differently now and it would break your rule set.

• pf enforces 'frags' limit: pfctl(8) will abort and fail to load the rule set if the 'frags' limit in pf.conf is higher than the kern.maxclusters sysctl This is to guard against allowing a system to run out of mbuf clusters. If it is not set, the new default is 25% of kern.maxclusters.

• pf queue assignment is now done using "set queue" instead of just "queue": The new syntax is documented in pf.conf(5)

• sndiod(1) options change: The rate (-r) and the encoding (-e) become per-device settings and as such must precede the device they apply to (-f). Example, rewrite:

  sndiod -frsnd/1 -r44100

  by

  sndiod -r44100 -frsnd/1

  MIDI thru boxes are created dynamically so -M options must be removed. MIDI ports (-q) cannot be connected to the sndiod control port, so an external program must be used for that (eg. aucat(1) or the audio/midish port). For instance, to make rmidi/5 control snd/0 do:

  aucat -M -mmidi -qrmidi/5 -qsnd/0

The upgrade process

Upgrading by install kernel

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 5.3 version 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

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:

• Place install files in a "good" location. Make sure you have sufficient space!

• Become root with ksh(1): While using sudo(8) before each command is generally a good practice, the sudo(8) command will be broken by the last steps, so you should be root before starting this process. Also, the use of the OpenBSD ksh(1) shell is assumed.

• Stop any appropriate applications: During this process, all the userland applications will be replaced but may not be runnable, and strange things may happen as a result. If this is a concern to you, shut down any applications that may be impacted. There may be other applications which you wish to keep from running immediately after the upgrade, stop and disable them as well.

• Disable package daemons and local shutdown commands: The last steps in the upgrade process may result in various commands, especially those which are dynamically linked, being broken. In particular, this may prevent a normal shutdown of daemons listed in pkg_scripts, or additional commands in /etc/rc.shutdown, which may cause the machine to hang at shutdown. Before you proceed with the upgrade, edit /etc/rc.conf.local and comment-out any pkg_scripts lines. Also inspect /etc/rc.shutdown and comment-out any local shutdown commands. These can be reinstated post upgrade.

• Check the kernel: Although most people can skip this step, if you had a modified kernel in 5.2, it is likely you will need to modify the stock kernel of 5.3. Especially when you are performing the upgrade process remotely, now is the time to make sure the new kernel will work upon rebooting the machine. If any changes must be made to the kernel, the safest thing to do is to make those changes on a local 5.3 system. 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 deciding to recompile your kernel.

• Install new kernel(s):
  • If using a single processor kernel:

    export RELEASEPATH=/usr/rel   # where you put the files
    cd ${RELEASEPATH}
    rm /obsd ; ln /bsd /obsd && cp bsd /nbsd && mv /nbsd /bsd
    cp bsd.rd bsd.mp /
    

    (note: you will get a harmless error message if your platform doesn't have a bsd.mp):

  • If you are using the multiprocessor kernel:

    export RELEASEPATH=/usr/rel   # where you put the files
    cd ${RELEASEPATH}
    rm /obsd ; ln /bsd /obsd && cp bsd.mp /nbsd && mv /nbsd /bsd
    cp bsd.rd /
    cp bsd /bsd.sp
    

  Note the extra steps for copying over the primary kernel: those are done to ensure that there is always a valid copy of the kernel on the disk that the system can boot from should there be a really badly timed power outage or system crash.

• Save a copy of reboot(8), install new userland applications. You are still running the old kernel, it is possible the new reboot command will not run on the old kernel, so we will start by saving a copy of the old reboot command. Do NOT install etc53.tgz and xetc53.tgz now, because that will overwrite your current configuration files! Note that we are installing base53.tgz LAST, because it will include a new tar(1) utility, which may or may not run on the old kernel. We reboot immediately, as the system is probably barely runnable after the unpacking of all the new files.

  cp /sbin/reboot /sbin/oreboot
  tar -C / -xzphf xserv53.tgz
  tar -C / -xzphf xfont53.tgz
  tar -C / -xzphf xshare53.tgz
  tar -C / -xzphf xbase53.tgz
  tar -C / -xzphf game53.tgz
  tar -C / -xzphf comp53.tgz
  tar -C / -xzphf man53.tgz
  tar -C / -xzphf base53.tgz # Install last!
  /sbin/oreboot
  

  Not all file sets will need to be installed for all applications, however if you installed a file set originally, you should certainly upgrade it with the new file set now.

  Again, the files in /etc are handled separately below, so etc53.tgz and xetc53.tgz are NOT unpacked here.

• After reboot completes, upgrade /dev. The new MAKEDEV file was copied to /dev by the installation of base53.tgz, so you simply need to do the following:

  cd /dev
  ./MAKEDEV all
  

Final steps

1. Merging changed files via sysmerge(8)

The sysmerge(8) utility will compare the files that are actually on your system with those that would be installed in a fresh install, and assist you in merging the changes into your system. There are no assumptions made about what is actually on your system, so you can use sysmerge(8) to move between more arbitrary points in the development process, such as from an earlier 5.2-current to 5.3-release or from one -current to a later one. Sysmerge(8) compares the current files on your system with the files that would have been installed with a new install, and what would have been there from the last run of sysmerge. Usually, it can figure out what to do to update your files, but if it has difficulty, it will give you the option of keeping the old file, installing the new file, or assisting you in the manual merging of the old and new files, using sdiff.

Please read the sysmerge(8) manual page before using it on your system. You are also advised to read the diff(1), sdiff(1) and even review more(1) manual pages before continuing. A wide terminal window (i.e., significantly more than 80 characters), if available, will make sdiff(1) easier to use.

Assuming the etc53.tgz and xetc53.tgz files exists in your ${RELEASEPATH}, run it with:

sysmerge -s ${RELEASEPATH}/etc53.tgz -x ${RELEASEPATH}/xetc53.tgz

For the files sysmerge(8) can't resolve on its own, it will show you a unified diff(1), run through your favorite $PAGER (i.e., more(1)) and ask you if you wish to:

  Use 'd' to delete the temporary ./var/www/htdocs/index.html
  Use 'i' to install the temporary ./var/www/htdocs/index.html
  Use 'm' to merge the temporary and installed versions
  Use 'v' to view the diff results again

  Default is to leave the temporary file to deal with by hand

If you wish to retain your existing file, delete the temporary file, if you wish to replace your existing file with the new version, install the temporary file. If you wish to merge the two together, choosing 'm' will put you into sdiff(1), where you can manually merge the file. The default is to come back and deal with the file later, manually.

Sysmerge(8) saves all your replaced files into a temporary directory, similar to /var/tmp/sysmerge.24959/backups, so if you accidentally clobber something that was probably not such a good idea, you have a chance to recover it. Note that daily(8) cleans old files from this directory, but it will survive a reboot.

2. Files to delete

rm /usr/bin/pmdb /usr/share/man/man1/pmdb.1
rm -rf /usr/X11R6/lib/X11/config
rm -f /usr/X11R6/bin/{ccmakedep,cleanlinks,imake,makeg,mergelib,mkdirhier,mkhtmlindex,revpath,xmkmf}
rm -f /usr/X11R6/man/man1/{ccmakedep,cleanlinks,imake,makeg,mergelib,mkdirhier,mkhtmlindex,revpath,xmkmf}.1
rm -r /usr/lib/gcc-lib/*-unknown-openbsd5.2

3. Checking the kernel

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 5.2, it is likely you will need to modify the stock kernel of 5.3. 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

The following packages are known to have significant upgrade issues that will impact a large number of users. The fact that a package is not on this list doesn't mean it will have a trivial upgrade. You must do some homework on the applications YOU use.

• PostgresSQL: Major update to 9.2.1. A dump/restore is required.

• Squid: Major update to 3.2.7. Configuration changes may be required. This is not available on arm, hppa, mips64, mips64el and sparc; Squid 2.7 packages are also available for these cases but won't be updated automatically; users of those architectures should remove the old Squid package and reinstall (pkg_delete/pkg_add).

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 5.3 packages directory on your CD or nearest FTP mirror, and use something like

pkg_add -u

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[4.6 -> 4.7] | [4.7 -> 4.8] | [4.8 -> 4.9] | [4.9 -> 5.0] | [5.0 -> 5.1] | [5.1 -> 5.2] |
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