The Jiffy Automate 4.9.X server versions can do a direct upgrade to version 4.10.1.

Artifact list

Containers List

Upgrade Prerequisites

1. Make sure td-agent conf is compatible with opensearch, since elasticsearch is changed to opensearch.
2. Create new index patterns in opensearch as below:
   jiffy.alice*
   jiffy.cluster*
   jiffy.nginxaccess*
   jiffy.nginxerror*
   jiffy.bot_log*
   jiffy.jpipe_log*
   jiffy.bot_task_logs*

1. Stop Jiffy application
   1. Log in to the core server shell
   2. Switch to the jiffy application user
   3. Stop the application

      application stop all

2. Backup the Postgresql, and MongoDB databases.
   1. For Jiffy and GUS postgres backups (Commands will prompt for DB password):

      1. pg_dump -h {DB hostname} -p 5432 {jiffy-schema-name} -U {username} | gzip > {filename.gz}
      2. pg_dump -h {DB hostname} -p 5432 {gus-schema-name} -U {username} | gzip > {filename.gz}

   2. For MongoDB backup
      1. Self Hosted
         1. Connect to the MongoDB server.
         2. Switch to the jiffy application user.
         3. Use the following command to prompt the DB admin password.

            mongodump –ssl –host {MongoDB hostname} –port 27017 –sslPEMKeyFile {Keyfile the certificate is a combination of ca+cert} –sslAllowInvalidCertificates –authenticationDatabase admin -u admin –out {filename.dump}

            
            

Pre-Upgrade Steps

1. Connect to the core server.
2. Switch to the jiffy application user.
3. Download the artifact files:
   1. Download helm charts

      1. export JIFFY_INSTALL=“/tmp/jiffy-install/4.10.1/”
      2. mkdir -p $JIFFY_INSTALL/helm/
      3. cd $JIFFY_INSTALL/helm/
      4. wget –user {username} –ask-password downloads.jiffy.ai/4.10.1/Upgrade/jiffy-helms-v4.10.1.zip

   2. Extract the helm charts in jiffy core server

      unzip jiffy-helms-v4.10.1.zip

   3. Download ansible-playbook and upgrade artifact.

      1. cd $JIFFY_INSTALL
      2. wget –user {username} –ask-password downloads.jiffy.ai/4.10.1/Upgrade/jiffy-playbook.tar.gz
      3. wget –user {username} –ask-password downloads.jiffy.ai/4.10.1/Upgrade/jiffy-upgrade.tar.gz

   4. Extract ansible-playbook and upgrade artifact.

      1. tar -xf jiffy-playbook.tar.gz
      2. tar -xf jiffy-upgrade.tar.gz -C $JIFFY_INSTALL/upgrade/

4. Fill in the inventory file and variable.yml file as per requirement (use the existing files or parameters from the previous/last installation as reference).
   1. The inventory file will have all the details of the servers, authentication methods, etc.
   2. variable.yml file contains all the parameters such as the username, custom application parameters, mount point, etc.

Backup

Optional for saas environments.

This step will cover code backup, in case of rollback to a previously installed version.

1. Switch to root user in the core server.
2. Activate the ansible python virtual environment Applicable only, if Ansible is installed under python virtual environment

   source /opt/jiffy3rdparty/ansibleEnv/bin/activate

3. Start backup process

   1. export JIFFY_INSTALL=“/tmp/jiffy-install/4.10.1/”
   2. cd $JIFFY_INSTALL
   3. ansible-playbook pre-upgrade/root.yml -i inventory -e @variable.yml

   For debug mode:

   ansible-playbook pre-upgrade/root.yml -i inventory -e @variable.yml -v

   For detailed debug mode:

   ansible-playbook pre-upgrade/root.yml -i inventory -e @variable.yml -vvvv

4. Change ownership of /tmp/jiffy-install to jiffy application user:

   chown -R {jiffyapp linux user}:{jiffyapp linux user group} /tmp/jiffy-install

5. Switch to the jiffy application user
6. Activate the ansible python virtual environment
7. Applicable only, if ansible is installed under python virtual environment

   source /opt/jiffy3rdparty/ansibleEnv/bin/activate

8. Run the non-root installer : (Sample variable and inventory file below) 1.

   ansible-playbook pre-upgrade/non-root.yml -i inventory -e @variable.yml

   For debug mode:

   1. ansible-playbook pre-upgrade/non-root.yml -i inventory -e @variable.yml -v

      For detailed debug mode:

   2. ansible-playbook pre-upgrade/non-root.yml -i inventory -e @variable.yml -vvvv

      
      

Upgrade Procedure

1. Switch to the jiffy application user
2. Activate the ansible python virtual environment Applicable only, if Ansible is installed under python virtual environment

   source /opt/jiffy3rdparty/ansibleEnv/bin/activate

3. Run the non-root installer : (Sample variable and inventory file below)

   1. export JIFFY_INSTALL=“/tmp/jiffy-install/4.10.1/”
   2. cd $JIFFY_INSTALL
   3. ansible-playbook pre-req-mail.yml -l core -e @variable.yml

   For debug mode:

   ansible-playbook pre-req-mail.yml -l core -e @variable.yml -v

   For detailed debug mode:

   ansible-playbook pre-req-mail.yml -l core -e @variable.yml -vvvv

   
   

Core Upgrade

1. Switch to root user in the core server
2. Activate the ansible python virtual environment Applicable only, if Ansible is installed under python virtual environment

   source /opt/jiffy3rdparty/ansibleEnv/bin/activate

3. Execute the playbook to begin the upgrade.

   1. export JIFFY_INSTALL=“/tmp/jiffy-install/4.10.1/”
   2. cd $JIFFY_INSTALL
   3. ansible-playbook upgrade/root.yml -i inventory -l core -e @variable.yml

   For debug mode:

   ansible-playbook upgrade/root.yml -i inventory -l core -e @variable.yml -v

   For detailed debug mode:

   ansible-playbook upgrade/root.yml -i inventory -l core -e @variable.yml -vvvv

4. For sudo and ssh password prompt add -kK options along with run command

   ansible-playbook upgrade/root.yml -i inventory -l core -e @variable.yml -kK

5. Change ownership of /tmp/jiffy-install to jiffy application user

   chown -R {jiffyapp linux user}:{jiffyapp linux user group} /tmp/jiffy-install

6. Switch to the jiffy application user
7. Activate the ansible python virtual environment Applicable only, if Ansible is installed under python virtual environment

   source /opt/jiffy3rdparty/ansibleEnv/bin/activate

   The Crotab of Jiffy application user is updated on each upgrade and therefore all custom cron jobs must be scheduled outside of the Jiffy application user’s crontab file.

8. Run the non-root installer : (Sample variable and inventory file below)

   1. export JIFFY_INSTALL=“/tmp/jiffy-install/4.10.1/”
   2. cd $JIFFY_INSTALL
   3. ansible-playbook upgrade/non-root.yml -i inventory -l core -e @variable.yml

   For debug mode:

   ansible-playbook upgrade/non-root.yml -i inventory -l core -e @variable.yml -v

   For detailed debug mode:

   ansible-playbook upgrade/non-root.yml -i inventory -l core -e @variable.yml -vvvv

9. Execute the below ansible command to update application configuration changes.
   with masterkey prompt:

   ansible-playbook jiffyconfiguration.yml -l core -e @variable.yml

   without masterkey prompt:

   ansible-playbook jiffyconfiguration.yml -l core -e masterKey=’<replaceme>’ -e @variable.yml

Kubernetes Upgrade

1. Connect to the Core server
   1. Execute the below commands:

      
      export JIFFY_INSTALL=“/tmp/jiffy-install/4.10.1/”
      cd $JIFFY_INSTALL/helm/
      chmod 777 k8s-upgrade.sh
      For upgrading opendistro elastic search and kibana
      Update opendistro-es/values.yml with hostname values
      Line no 94 and 436
      helm upgrade –install opendistro opendistro-es -n jiffy-cognitive
      Skip the below section if you have done already as part of 4.8.6 upgrade.
      kubectl create namespace logging
      Check the Services
      kubectl get svc
      Based on the requirement, we can modify the values.yaml file.
      Depend on the environment may changes in namespace, elasticsearch endpoint and credentials.
      Update fluent-bit/values.yml with application namespace value
      Line no 15 and line no 18
      helm install -n logging fluent-bit fluent-bit -f fluent-bit/values-fluentbit.yaml

2. Switch to the jiffy application user
3. Execute the script for the Kubernetes upgrade.

   Default values for the ks8-upgrade script.

   • namespace(n)=jiffy-cognitive
   • replicacount®=1
   • mountpoint(m)=/opt

   ./k8s-upgrade.sh -k ‘{masterkey|mandatory}’ -n {namespace} -c {clusterDNS|mandatory} -r {replicacount} -m {mountpoint}

Testing & Verification

Verification

1. Connect to the core server
2. Switch to the jiffy application user
   1. Verify the jiffy version by running the following command in the core server. Version should be {4.10.1}

      cat $JIFFY_HOME/productversion.txt

   2. Verify the jiffy client version by running the following command in the core server. Version should be {4.10.0.210}

      cat $JIFFY_HOME/data/client/setup/version.txt

3. Verify configuration in the application properties file.
   1. anthill.properties ($JIFFY_HOME/properties/)
   2. mangrove.properties ($JIFFY_HOME/properties/)
   3. coral.properties ($JIFFY_HOME/properties/)
   4. application.properties ($GUS_HOME/)
   5. app.properties ($JIFFY_HOME/)
4. Check uptime and status of jiffy core application processes

   supervisorctl status

5. Check pod status

   kubectl get pods -n {namespace}

6. Check Vault status

   vault status

Smoke test

1. Upgrade Installation
   1. Connect to Bot Machine
   2. Right-click on the Bot Manager bottom right and Press Check for updates
   3. Upgrade bot machine by clicking check for updates
2. Connect to jiffy application URL
3. Login to tenant
   1. Run the below tasks (if available)
      1. Doc node
      2. Web node
      3. Excel node
      4. Add new secrets to the vault and verify vault status
      5. Add dataset

Roll-Back

1. Switch to the jiffy application user

application stop all

Database Restore

1. Restore gus,jiffy Postgres schemas from backup
2. Restore mongo dB from backup

Code Restore

1. Code backup is stored in $JIFFY_HOME/uploads/backup folder. There will be backup folders for each component.
   1. Anthill
   2. Mangrove
   3. Coral
   4. Zeus
   5. jiffy-web
   6. fileserver
   7. gusbe
   8. gusfe
   9. data-client-engine
   10. connectors
   11. docube-web
   12. jiffy-commons
   13. Sentry
2. Restore these backup folders to the original location.
3. Restore properties from backup folder
4. Start application

   application start all