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Upgrading Chef Infra Client

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The following sections describe the upgrade process for Chef Client 12.

Please view the notes for more background on the upgrade process.

Upgrade via Command Line

To upgrade Chef Infra Client on a node via the command line, run the following command on each node to be upgraded:

curl -L https://chef.io/chef/install.sh | sudo bash

Using the knife ssh subcommand is one way to do this.

Upgrade via Cookbook

The chef_client_updater cookbook can be used to install or upgrade Chef Infra Client package on a node.

Considerations

Preparing your Chef Infra Client system before upgrading to Chef Infra Server will enhance your Chef experience. During a Chef Infra Server upgrade, all of the data is extracted, converted to a new format, and then uploaded. A large amount of data (cookbooks, nodes, etc.,) can increase the upgrade process significantly and extend your downtime.

Managing your data prior to upgrading will improve experience upgrading and using Chef Infra Server and client. Following this list of client-based tasks prior to upgrading will expedite the upgrade process and mitigate many common issues.

Install the version of chef client you plan on using after the upgrade on a small number of test nodes and verify:
  • All nodes can authenticate and converge successfully.
  • Custom Ohai plugins still work as expected.
  • Custom Handlers still work as expected.
Ensure that all of the cookbooks used by your organization are correctly located and identified:
  • Do all cookbooks used by your organization exist in source control? Upload any missing cookbooks and dependencies.
  • Do all cookbooks have a metadata.rb or metadata.json file?
  • Delete unused cookbook versions. First, run knife cookbook list to view a list of cookbooks. Next, for each cookbook, run knife cookbook show COOKBOOK_NAME to view its versions. Then, delete each unused version with knife cookbook delete -v VERSION_NAME.
Download all cookbooks and validate the following against each cookbook:
  • Run egrep -L ^name */metadata.rb. Does each have a metadata.rb file?
  • Does the cookbook name in the metadata.rb file match the name in the run-list? (Some older versions of Chef Infra Client used the cookbook name for the run-list based on the directory name of the cookbook and not the cookbook_name in the metadata.rb file.)
Cook as lean as possible:
  • Verify cookbook size and mitigate the size of large cookbooks where possible. Most cookbooks are quite small, under ~200 KB. For any cookbook over 200 KB, consider why they are that large. Are there binary files?
  • Clean up git history for any cookbook found to be excessively large.
Verify nodes and clients that are in use:
  • Are all nodes and/or clients in use? Clean up any extra nodes and clients. Use the knife node list, knife client list, and knife status commands to verify nodes and clients in use.
  • Use the knife client delete` command to remove unused clients. Use theknife node delete`` command to remove unused nodes.

Run the test nodes against the Chef Infra Server. If the server is also being upgraded, first complete the Chef Infra Server upgrade process, and then verify the test nodes against the upgraded Chef Infra Server.