Step 1: Getting Started Upgrading a Cluster

Tasks you should perform before starting the upgrade.

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The version of CDH or Cloudera Runtime that you can upgrade to depends on the version of Cloudera Manager that is managing the cluster. You may need to upgrade Cloudera Manager before upgrading your clusters. Upgrades are not supported when using Cloudera Manager 7.0.3.

Before you upgrade a cluster, you need to gather information, review the limitations and release notes and run some checks on the cluster. See the Collect Information section below. Fill in the My Environment form below to customize your upgrade procedures.

Minimum Required Role: Cluster Administrator (also provided by Full Administrator) This feature is not available when using Cloudera Manager to manage Data Hub clusters.

important

If you have any add-on services installed using a CSD (Custom Service Descriptor), you must use Cloudera Manager 7.1.1 or higher to install the CDH 6 version of the CSD before upgrading the cluster to Cloudera Runtime 7.1.1 or higher. During the upgrade, Cloudera Manager will prompt you to also install the Cloudera Runtime 7 version of the CSD. Cloudera Manager version 7.1.4 or higher will prompt you to install any required intermediate versions of the CSD.

To successfully complete the upgrade you must have the CDH 5, CDH 6, and Cloudera Runtime 7 versions of the CSD installed. After the upgrade, you can delete the CDH 5 and CDH 6 versions of the add-on service.

This affects the following Cloudera services: CDSW, Nifi, and Nifi Registry as well as any CSDs created by third parties. See Add-on Services.

Collect Information

Collect the following information about your environment and fill in the form above. This information will be remembered by your browser on all pages in this Upgrade Guide.

Log in to the Cloudera Manager Server host.
```
ssh my_cloudera_manager_server_host
```
Run the following command to find the current version of the Operating System:
```
lsb_release -a
```
Log in to the Cloudera Manager Admin console and find the following:
1. The version of Cloudera Manager used in your cluster. Go to Support > About.
2. The version of the JDK deployed in the cluster. Go to Support > About.
3. Whether High Availability is enabled for HDFS. Go to the HDFS service and click the Actions button. If you see Disable High Availability, the cluster has High Availability enabled.
4. The Install Method and Current cluster version. The cluster version number and Install Method are displayed on the Cloudera Manager Home page, to the right of the cluster name.

Preparing to Upgrade a Cluster

You must have SSH access to the Cloudera Manager server hosts and be able to log in using the root account or an account that has password-less sudo permission to all the hosts.
Review the Requirements and Supported Versions for the new versions you are upgrading to. See: CDP Private Cloud Base 7.1 Requirements and Supported Versions If your hosts require an operating system upgrade, you must perform the upgrade before upgrading the cluster. See Upgrading the Operating System.
Ensure that a supported version of Java is installed on all hosts in the cluster. See the links above. For installation instructions and recommendations, see Upgrading the JDK.
Review the following documents:
- Review the following when upgrading to Cloudera Runtime 7.1 or higher:
  CDP Private Cloud Base 7.1 Requirements and Supported Versions
If your deployment has defined a Compute cluster and an associated Data Context, you will need to delete the Compute cluster and Data context before upgrading the base cluster and then recreate the Compute cluster and Data context after the upgrade.
See Starting, Stopping, Refreshing, and Restarting a Cluster and Virtual Private Clusters and Cloudera SDX.
Review the upgrade procedure and reserve a maintenance window with enough time allotted to perform all steps. For production clusters, Cloudera recommends allocating up to a full day maintenance window to perform the upgrade, depending on the number of hosts, the amount of experience you have with Hadoop and Linux, and the particular hardware you are using.
If the cluster uses Impala, check your SQL against the newest reserved words listed in incompatible changes. If upgrading across multiple versions, or in case of any problems, check against the full list of Impala reserved words.
If the cluster uses Hive, validate the Hive Metastore Schema:
1. In the Cloudera Manager Admin Console, Go to the Hive service.
2. Select Actions > Validate Hive Metastore Schema.
3. Fix any reported errors.
4. Select Actions > Validate Hive Metastore Schema again to ensure that the schema is now valid.
Run the Security Inspector and fix any reported errors.
Go to Administration > Security > Security Inspector.
Log in to any cluster node as the hdfs user, run the following commands, and correct any reported errors:
```
hdfs fsck / -includeSnapshots -showprogress
```
note
The fsck command might take 10 minutes or more to complete, depending on the number of files in your cluster.
```
hdfs dfsadmin -report
```
See HDFS Commands Guide in the Apache Hadoop documentation.
Log in to any DataNode as the hbase user, run the following command, and correct any reported errors:
```
hbase hbck 
```
If your cluster uses HBase, see Checking Apache HBase.
If the cluster uses Kudu, log in to any cluster host and run the ksck command as the kudu user (sudo -u kudu). If the cluster is Kerberized, first kinit as kudu then run the command:
```
kudu cluster ksck <master_addresses>
```
For the full syntax of this command, see Checking Cluster Health with ksck.
If you are upgrading to CDP 7.1.x or higher, and Hue is deployed in the cluster, and Hue is using PostgreSQL as its database, you must manually install psycopg2. See Installing the psycopg2 Python package for PostgreSQL database.
note

If you are using Oracle database with Hue and are upgrading to CDP 7.x from CDH 5 or CDH 6, then deactivate the Oracle instant client parcel, download and install the Oracle instant client separately, and then connect it to Hue. See Configuring the Hue Server to Store Data in the Oracle database .
If your cluster uses Impala and Llama, this role has been deprecated as of CDH 5.9 and you must remove the role from the Impala service before starting the upgrade. If you do not remove this role, the upgrade wizard will halt the upgrade.
To determine if Impala uses Llama:
1. Go to the Impala service.
2. Select the Instances tab.
3. Examine the list of roles in the Role Type column. If Llama appears, the Impala service is using Llama.
To remove the Llama role:
1. Go to the Impala service and select Actions > Disable YARN and Impala Integrated Resource Management.
  The Disable YARN and Impala Integrated Resource Management wizard displays.
2. Click Continue.
  The Disable YARN and Impala Integrated Resource Management Command page displays the progress of the commands to disable the role.
3. When the commands have completed, click Finish.
If your cluster uses the Ozone technical preview, you must stop and delete this service before upgrading the cluster.
If your cluster uses Streams Replication Manager and you configured the Log Format property, you must take note of your configuration. The value set for Log Format is cleared during the upgrade and must be manually reconfigured following the upgrade.
The following services are no longer supported as of CDP Private Cloud Base:
- Accumulo
- Sqoop 2
- MapReduce 1
- Record Service
You must stop and delete these services before upgrading a cluster.
If the cluster you are upgrading has the Hive service and does not have the Hue service, you must add the Hue service to the cluster before starting the upgrade process.
Open the Cloudera Manager Admin console and collect the following information about your environment:
1. The version of Cloudera Manager. Go to Support > About.
2. The version of the JDK deployed. Go to Support > About.
3. The version of CDH or Cloudera Runtime and whether the cluster was installed using parcels or packages. It is displayed next to the cluster name on the Home page.
4. The services enabled in your cluster.
  Go to Clusters > Cluster name.
5. Whether HDFS High Availability is enabled.
  Go to Clusters click HDFS Service, click Actions menu. It is enabled if you see an menu item Disable High Availability.
Back up Cloudera Manager before beginning the upgrade. See Step 2: Backing Up Cloudera Manager 5.