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Upgrade process from 4.0.x to 7.0.x#863

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Upgrade process from 4.0.x to 7.0.x#863
Heiko-Pohl wants to merge 13 commits into
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upgrade-process-from-4.x-to-7.x

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@Heiko-Pohl

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Upgrading process from 4.0.x to 7.0.x

docker compose logs -f
```

## Watch for migration messages and ensure no errors occur

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I guess we should at least mention here, where to look for those migration messages.

The description in opencloud-eu/opencloud#2760 (comment) has some details about that. You might want to include those here.

If you have questions, I can assist you with that.

Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
## Before starting the upgrade

- Ensure you have OpenCloud 4.0.7 installed
- Create a complete backup of your configuration and data.

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link to the backup docs

Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated

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should line 152 to 159 not be in the bash part?

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cd /etc/opencloud need to be in the next line

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note, that id and secret changes

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does the opencloud now work? I think exit the container and start the container again

@Heiko-Pohl

Heiko-Pohl commented Jun 8, 2026

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@rhafer @aduffeck @dragonchaser Which version of OpenCloud must be installed to upgrade to 7.x.x

Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
- Bind Mounts

:::note
The migration search index updates is related ONLY people who uses opensearch

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Suggested change
The migration search index updates is related ONLY people who uses opensearch
The migration search index updates are only relevant for instances that use opensearch

Comment thread docs/admin/maintenance/upgrade/upgrade-7.0.x.md Outdated
```yaml
service_account:
service_account_id: example_id
service_account_secret: example_secret

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do we have best practices for secrets? if so a link here might be helpful.


## Before starting the upgrade

- Ensure you have OpenCloud 6.x for rolling or 4.x for stable installed.

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Suggested change
- Ensure you have OpenCloud 6.x for rolling or 4.x for stable installed.
- Ensure you have OpenCloud 6.x (rolling) or 4.x (stable) installed.

@rhafer

rhafer commented Jun 8, 2026

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@rhafer @aduffeck @dragonchaser Which version of OpenCloud must be installed to upgrade to 7.x.x

stable-4.0.7 or the latest rolling-6.x release (just repeating it here to avoid double work)

@Svanvith

Svanvith commented Jun 9, 2026

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@ScharfViktor @micbar could you please have a look again?

@ScharfViktor

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@ScharfViktor @micbar could you please have a look again?

it looks good 👍

@Svanvith Svanvith left a comment

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Looks good for me now

```bash
docker compose up -d
```

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The OpenSearch Part is missing now.

@rhafer rhafer left a comment

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We still don't mention the migration progress logs anywhere. (See my initial review)

Is that on purpose, or was it just forgotten?


## Before You Start

- Make sure your current OpenCloud deployment runs OpenCloud 6.x rolling or OpenCloud 4.x stable.

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Suggested change
- Make sure your current OpenCloud deployment runs OpenCloud 6.x rolling or OpenCloud 4.x stable.
- Make sure your current deployment is running on OpenCloud 6.x (rolling) or OpenCloud 4.x (stable).


:::important

Always create a backup before upgrading to prevent data loss.

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You already wrote this in line 26

<Tabs>
<TabItem value="bind-mounts" label="Using Bind Mounts">

If your configuration and data are stored in host directories, create a copy of these directories.

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what are host directories?


## Update the `opencloud-compose` Checkout

If you use the `opencloud-compose` repository, update your local checkout before pulling the new container image.

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Suggested change
If you use the `opencloud-compose` repository, update your local checkout before pulling the new container image.
If you use the `opencloud-compose` repository, update your local copy of the repository.

git pull
```

Skip this step if you run OpenCloud with plain Docker.

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IMHO obsolete since this is obvious.

docker pull opencloudeu/opencloud:7.x.x
```

Replace `7.x.x` with the exact OpenCloud version you want to upgrade to.

@dragonchaser dragonchaser Jun 10, 2026

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Might need a description of the differences between the tags :7 and :7.x or 7.x.x

docker run --rm -it --entrypoint /bin/sh -v "<opencloud-config-volume>:/etc/opencloud" opencloudeu/opencloud:7.x.x
```

Replace `<opencloud-config-volume>` with the Docker volume that contains your OpenCloud configuration.

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this might not necessarily be a docker volume, this could also be a bind mount....

@dragonchaser

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@rhafer @aduffeck @dragonchaser Which version of OpenCloud must be installed to upgrade to 7.x.x

afaik every major should work from 4.0 but we should run test-scenarios for that....


#### Background

OpenCloud 7.x.x includes an updated Share Manager migration. Due to an issue in OpenCloud 7.0.0, some disabled Spaces were not fully processed during the initial migration. To ensure all existing Space memberships are migrated correctly, the migration task is executed again during the first startup after upgrading.

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Please use a text from the 7.0.0 release notes as a guidiance (https://github.com/opencloud-eu/opencloud/releases/tag/v7.0.0).

The current text seems to be based on the 7.1.0 release notes. People upgrading from 4.0.7 to the next stable release won't be affected by that issue. For them the stuff that is written in the 7.0.0 release notes about the spacemember migration is most relevant.

OpenCloud 7.0.0 introduced a new backend mechanism for managing Space memberships. When upgrading from an earlier release, the `sharing` service automatically migrates existing memberships to the new format.

Depending on the size of your installation, this process may take several minutes to complete.
In OpenCloud 7.1.0, the migration process was updated to address an issue where some disabled Spaces were not fully processed during the initial migration. To ensure all existing Space memberships are migrated correctly, the migration task is executed again during the first startup after upgrading.

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You can leave out this paragraph. People updating from 4.0.x to the next stable release are not affected by this. This was purely an issue for people that were on 7.0.0 at some point.

#### Background

OpenCloud 7.x.x includes an updated Share Manager migration. Due to an issue in OpenCloud 7.0.0, some disabled Spaces were not fully processed during the initial migration. To ensure all existing Space memberships are migrated correctly, the migration task is executed again during the first startup after upgrading.
OpenCloud 7.0.0 introduced a new backend mechanism for managing Space memberships. When upgrading from an earlier release, the `sharing` service automatically migrates existing memberships to the new format.

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I am not sure we should mention 7.0.0 here. People that just follow the stable releases won't even know that 7.0.0 ever existed. Maybe just leave it at 7.x

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