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Update the 9.0 APM Upgrade guide #922
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solutions/observability/apps/upgrade-self-installation-of-apm-integration-to-8x.md
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solutions/observability/apps/upgrade-self-installation-of-apm-integration-to-90.md
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--- | ||
navigation_title: "Self-installation APM integration" | ||
mapped_pages: | ||
- https://www.elastic.co/guide/en/observability/current/apm-upgrade-8.0-self-integration.html | ||
--- | ||
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# Upgrade a self-installation of the APM integration to 9.0 [apm-upgrade-9.0-self-integration] | ||
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This upgrade guide is for the Elastic APM integration. Only use this guide if both of the following are true: | ||
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* You have a self-installation of the {{stack}}, i.e. you’re not using {{ecloud}}. | ||
* You have already switched to and are running {{fleet}} and the Elastic APM integration. | ||
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## Prerequisites [_prerequisites_9] | ||
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1. Before you upgrade to version 9.0, you must upgrade {{es}} and {{kib}} to the latest patch version of 8.18. For more details, refer to the [{{stack}} Installation and Upgrade Guide](https://www.elastic.co/guide/en/elastic-stack/8.18/upgrading-elastic-stack.html). | ||
2. Review the [Elastic APM release notes](apm-server://release-notes/index.md) and [Elastic {{observability}} release notes](/release-notes/elastic-observability/index.md). | ||
3. Review the [Elastic APM breaking changes](apm-server://release-notes/breaking-changes.md). | ||
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## Upgrade steps [_upgrade_steps_2] | ||
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1. Upgrade the {{stack}} to version 9.0. | ||
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The {{stack}} ({{es}} and {{kib}}) must be upgraded before {{agent}}. refer to the [{{stack}} Installation and Upgrade Guide](../../../deploy-manage/upgrade/deployment-or-cluster.md) for guidance. | ||
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2. Upgrade {{agent}} to version 9.0 As a part of this process, the APM integration will automatically upgrade to version 9.0. | ||
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1. In {{fleet}}, select **Agents**. | ||
2. Under **Agents**, click **Upgrade available** for a list of agents that you can upgrade. | ||
3. Choose **Upgrade agent** from the **Actions** menu next to the agent you want to upgrade. The **Upgrade agent** option is grayed out when an upgrade is unavailable, or the {{kib}} version is lower than the agent version. | ||
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For more details, or for bulk upgrade instructions, refer to [Upgrade {{agent}}](/reference/fleet/upgrade-elastic-agent.md) | ||
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3. When upgrading from 8.18 to 9.0, if you have 7.x indices, you need to either set the indices to `readonly`, or if reindexing, add [ILM privileges](https://www.elastic.co/guide/en/apm/guide/7.17/privileges-to-setup-beats.html#_set_up_ilm) for `reindexed-v*-apm*` indices. |
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.../observability/apps/upgrade-self-installation-of-apm-server-standalone-to-8x.md
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.../observability/apps/upgrade-self-installation-of-apm-server-standalone-to-90.md
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--- | ||
navigation_title: "Self-installation standalone" | ||
mapped_pages: | ||
- https://www.elastic.co/guide/en/observability/current/apm-upgrade-8.0-self-standalone.html | ||
--- | ||
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# Upgrade a self-installation of APM Server standalone to 9.0 [apm-upgrade-9.0-self-standalone] | ||
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This upgrade guide is for the standalone method of running APM Server. Only use this guide if both of the following are true: | ||
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* You have a self-installation of the {{stack}}, i.e. you’re not using {{ecloud}}. | ||
* You’re running the APM Server binary, i.e. you haven’t switched to the Elastic APM integration. | ||
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## Prerequisites [_prerequisites_8] | ||
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1. Prior to upgrading to version 9.0, {{es}}, {{kib}}, and APM Server must be upgraded to version 8.18. | ||
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* To upgrade {{es}} and {{kib}}, refer to the [{{stack}} Installation and Upgrade Guide](https://www.elastic.co/guide/en/elastic-stack/8.18/upgrading-elastic-stack.html) | ||
* To upgrade APM Server to version 8.18, refer to [upgrade to version 8.18](https://www.elastic.co/guide/en/observability/8.18/apm-upgrading-to-8.x.html). | ||
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2. Review the [Elastic APM release notes](apm-server://release-notes/index.md) and [Elastic {{observability}} release notes](/release-notes/elastic-observability/index.md). | ||
3. Review the [Elastic APM breaking changes](apm-server://release-notes/breaking-changes.md). | ||
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## Upgrade steps [_upgrade_steps] | ||
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1. **Upgrade the {{stack}} to version 9.0** | ||
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The {{stack}} ({{es}} and {{kib}}) must be upgraded before APM Server. Refer to the [{{stack}} Installation and Upgrade Guide](../../../deploy-manage/upgrade/deployment-or-cluster.md) for guidance. | ||
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2. **Install the 9.0 APM Server release** | ||
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Refer to [install](apm-server-binary.md#apm-installing) to find the command that works with your system. | ||
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3. **Review your configuration file** | ||
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Some settings have been removed or changed. You may need to update your `apm-server.yml` configuration file prior to starting the APM Server. Refer to [Installation layout](installation-layout.md) for help in locating this file, and [Configure APM Server](configure-apm-server.md) for a list of all available configuration options. | ||
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4. **Start the APM Server** | ||
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To start the APM Server, run: | ||
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```bash | ||
./apm-server -e | ||
``` | ||
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Additional details are available in [start the APM Server](apm-server-binary.md#apm-server-starting). | ||
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5. When upgrading from 8.18 to 9.0, if you have 7.x indices, you need to either set the indices to `readonly`, or if reindexing, add [ILM privileges](https://www.elastic.co/guide/en/apm/guide/7.17/privileges-to-setup-beats.html#_set_up_ilm) for `reindexed-v*-apm*` indices. | ||
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6. **(Optional) Upgrade to the APM integration** | ||
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Got time for one more upgrade? Refer to [Switch to the Elastic APM integration](switch-to-elastic-apm-integration.md). |
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