Choosing an upgrade or refresh method

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The upgrade or refresh procedure you use depends on the platform model, scope of the upgrade, and type of MetroCluster configuration.

There are different types of upgrade and refresh procedures.

  • Upgrade procedures apply only to the controller modules. The controllers are replaced with a new controller model.

    The storage shelf models are not upgraded.

    • In switchover and switchback procedures, the MetroCluster switchover operation is used to provide nondisruptive service to clients while the controller modules on the partner cluster are upgraded.

    • In an ARL-based controller upgrade procedure, the aggregate relocation operations are used to nondisruptively move data from the old configuration to the new, upgraded configuration.

  • Refresh procedures apply to the controllers and the storage shelves.

    In the refresh procedures, new controllers and shelves are added to the MetroCluster configuration, creating a second DR group, and then data is nondisruptively migrated to the new nodes.

    The original controllers are then retired.

Choosing a procedure that does not use aggregate relocation

Type of upgrade or refresh MetroCluster type First ONTAP version support Procedure
  • Scope: Platform (controller modules) only

  • Method: Switchover/switchback

FC

9.8

  • Scope: Platform (controller modules) only

  • Method: Switchover/switchback

IP

9.8

  • Scope: Platform (controller modules) and storage shelves

  • Method: Expand the MetroCluster configuration and then remove the old nodes

FC

9.6 and later

  • Scope: Platform (controller modules) and storage shelves

  • Method: Expand the MetroCluster configuration and then remove the old nodes

IP

9.8

Choosing a procedure using aggregate relocation

Aggregate relocation procedure MetroCluster type First ONTAP version support Procedure

Using system controller replace commands

FC

9.8 and later

Using system controller replace commands

FC

9.5 through 9.7

Using manual ARL commands

FC

9.8

Using manual ARL commands

FC

9.7 and earlier