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Upgrading the Traceable Platform

This guide covers the two methods available for upgrading the Traceable Platform.

Upgrade Methods

We have two options to upgrade the platform:

  1. ClusterMgr (Recommended)
  2. UI

This option will upgrade both the Traceable Installer (TI) and the platform in a single operation.

1. Download the Latest ClusterMgr

Download the latest clustermgr from the downloads portal:

https://downloads.traceable.ai/#platform/installer/clustermgr/linux-amd64/

2. Trigger the Upgrade

Run the below command to upgrade both TI and the Platform:

./clustermgr upgrade --ti-set cluster.triggerUpgrade=true \
  --ti-set cluster.version=${WORKFLOW_VERSION}

Parameters:

  • WORKFLOW_VERSION: Will be the same as clustermgr version unless you want to install a different version
  • cluster.triggerUpgrade: Set to false if you want to manually trigger the upgrade from the UI

3. Monitor the Upgrade

The upgrade process will automatically:

  1. Update the Traceable Installer
  2. Roll out platform services sequentially
  3. Verify service health after each rollout

UI Method

The UI method provides more granular control over the upgrade process.

Prerequisites

Before using the UI method, ensure:

  • The workflow bundle for the target version is available
  • Generate it locally if you have docker/podman running (see instructions)
  • Or contact Traceable support team to provide the workflow file

1. Login to Traceable Operator

Navigate to the Traceable Operator URL and log in with your username and password.

2. Upload Workflow Package

This section describes how to upload the workflow bundle and upgrade the cluster state with the new version.

Steps:

  1. Select Upgrade Cluster menu item from the traceable installer
  2. Click on Upload Cluster Version button and upload the workflow version
  3. Select the uploaded version in the dropdown and click Next
  4. Review the changes and click on Apply button

This updates the configurations within the traceable installer. The actual service rollout will be done in the next steps.

Upload Workflow

3. Global Variables

3.1 Existing Variables

The global variables list the initialization variables that were set at the time of installation.

Important: Generally, these variables shouldn't be modified as a part of the upgrade process unless instructed by Traceable.

3.2 New Variables

Depending on the current version and the new version of the Traceable platform, there could be some new variables added that should be updated.

Action Required: Please consult with Traceable for information about new variables specific to your upgrade path.

Click on the button Next: Global Helm Values to navigate to the next section.

4. Global Helm Values

Generally, no changes are needed in this section for the upgrade scenario.

Note: Please consult with the Traceable team if any values should be added to this section.

Click on the Workflow button to proceed to the Install Workflow Section.

5. Select and Review Install Workflow Services

Install workflow lists the services that are a part of the Traceable Installation. The upgrade process will roll out these services sequentially until all services have been completed.

Steps:

  1. Depending on the current version and the new version, the Traceable team will instruct you to Skip or Install certain services
  2. After selecting the services to be installed, click on Save & Next
  3. Review Workflow params (if any) and then click on Save & Next (Review)

6. Trigger Install

Click on the Start Install button to trigger the sequential execution of the workflow.

Start Install


Monitoring the Upgrade

1. Workflow Progress

Monitor the progress from the Install Workflow Page:

  • Each service will be rolled out sequentially
  • Any failure will cause the workflow execution to abort and require manual intervention
  • Green checkmarks indicate successful completion

2. Pod Status

Open the Traceable Pods link in a new tab:

  1. Enable auto-refresh on the page
  2. Watch the status of pods being upgraded
  3. Verify pods transition to Running state after upgrade

Expected Behavior:

  • Pods will restart with new images
  • Old pods will terminate gracefully
  • New pods will start and become ready

Pod Status


Troubleshooting the Upgrade

1. Workflow Failures

If the workflow execution fails, check the following:

1.1 Pod Logs

kubectl logs <pod-name> -n <traceable-namespace>

1.2 Describe Pod

kubectl describe pod <pod-name> -n <traceable-namespace>

1.3 Kubernetes Events

kubectl get events -n <traceable-namespace> --sort-by='.lastTimestamp'

1.4 Restart Workflow

In most cases, restarting the workflow will resolve the issue:

  • Click on the Restart button next to the failed workflow item

2. Pod Errors

In most cases, pod errors will be automatically recovered.

Monitoring:

  • Keep an eye on the workflow execution
  • If errors are not recoverable, the workflow itself will fail
  • Check pod logs for specific error messages

3. Cancelling the Upgrade

If you need to cancel the upgrade:

  1. Click on the Request Cancel button at the bottom of the page
  2. Wait for the current service rollout to complete
  3. The workflow will stop before the next service

Note: Cancelling mid-upgrade may leave the system in a partially upgraded state. Consider rollback procedures if needed.


Post-Upgrade Verification

After the upgrade completes:

  1. Verify all pods are running:
kubectl get pods -n <traceable-namespace>
  1. Check service versions:
kubectl get pods -n <traceable-namespace> -o jsonpath='{range .items[*]}{.metadata.name}{"\t"}{.spec.containers[0].image}{"\n"}{end}'
  1. Login to UI and verify:

    • Spans are flowing
    • Dashboards are accessible
    • No error messages
  2. Check platform version:

    • Navigate to Settings or About page in UI
    • Verify version matches the target version

Next Steps

  • If upgrade is successful, document the new version
  • If issues occur, refer to Rollback Procedures
  • Update monitoring and alerting for the new version

Support

For upgrade assistance or issues, contact: support@harness.io