adding steps to cover debian and tarball install (#10859)

* adding steps to cover debian and tarball install

Signed-off-by: Anton Rubin <[email protected]>

* addressing PR comments and vale errors

Signed-off-by: Anton Rubin <[email protected]>

* Apply suggestions from code review

Signed-off-by: Nathan Bower <[email protected]>

---------

Signed-off-by: Anton Rubin <[email protected]>
Signed-off-by: Nathan Bower <[email protected]>
Co-authored-by: Nathan Bower <[email protected]>

Author: AntonEliatra

_migrate-or-upgrade/rolling-upgrade/index.md

@@ -18,10 +18,9 @@ Rolling upgrades, sometimes referred to as "node replacement upgrades," can be p
 This document serves as a high-level, platform-agnostic overview of the rolling upgrade procedure. For specific examples of commands, scripts, and configuration files, refer to the [Rolling upgrade lab]({{site.url}}{{site.baseurl}}/migrate-or-upgrade/rolling-upgrade/rolling-upgrade-lab/).
 
 ## Preparing to upgrade
+Before making any changes to your OpenSearch cluster, is it highly recommended to back up your configuration files and create a [snapshot]({{site.url}}{{site.baseurl}}/tuning-your-cluster/availability-and-recovery/snapshots/snapshot-restore/) of the cluster state and indexes.
 
-Review [Upgrading OpenSearch]({{site.url}}{{site.baseurl}}/migrate-or-upgrade/rolling-upgrade/) for recommendations about backing up your configuration files and creating a snapshot of the cluster state and indexes before you make any changes to your OpenSearch cluster.
-
-**Important:** OpenSearch nodes cannot be downgraded. If you need to revert the upgrade, then you will need to perform a fresh installation of OpenSearch and restore the cluster from a snapshot. Take a snapshot and store it in a remote repository before beginning the upgrade procedure.
+**Important**: OpenSearch nodes **cannot be downgraded**. If you need to revert the upgrade, then you will need to perform a new installation of OpenSearch and restore the cluster from a snapshot. Take a snapshot and store it in a remote repository before beginning the upgrade procedure. Rolling upgrades are **only supported between major adjacent versions**, for example, from OpenSearch 1.x to 2.x but not 1.x to 3.x.
 {: .important}
 
 ## Performing the upgrade
@@ -90,7 +89,15 @@ Review [Upgrading OpenSearch]({{site.url}}{{site.baseurl}}/migrate-or-upgrade/ro
      }
    }
    ```
-1. Review your cluster and identify the first node to upgrade. Eligible cluster manager nodes should be upgraded last because OpenSearch nodes can join a cluster with manager nodes running an older version, but they cannot join a cluster with all manager nodes running a newer version.
+1. Review your cluster and identify the first node to upgrade. The nodes should be upgraded in the following order:
+
+    1. Data nodes
+    1. Ingest/machine learning (ML)/coordinating nodes
+    1. Cluster manager nodes
+
+    Eligible cluster manager nodes should be upgraded last because OpenSearch nodes can join a cluster with cluster manager nodes running an older version, but they cannot join a cluster with all cluster manager nodes running a newer version.
+    {: .important}
+
 1. Query the `_cat/nodes` endpoint to identify which node was promoted to cluster manager. The following command includes additional query parameters that request only the name, version, node.role, and master headers. Note that OpenSearch 1.x versions use the term "master," which has been deprecated and replaced by "cluster_manager" in OpenSearch 2.x and later.
    ```bash
    GET "/_cat/nodes?v&h=name,version,node.role,master" | column -t
@@ -103,7 +110,7 @@ Review [Upgrading OpenSearch]({{site.url}}{{site.baseurl}}/migrate-or-upgrade/ro
    os-node-03  7.10.2   dimr       -
    os-node-02  7.10.2   dimr       *
    ```
-1. Stop the node you are upgrading. Do not delete the volume associated with the container when you delete the container. The new OpenSearch container will use the existing volume. **Deleting the volume will result in data loss**.
+1. Stop the node you are upgrading. If running this in Docker, do not delete the volume associated with the container when you delete the container. The new OpenSearch container will use the existing volume. **Deleting the volume will result in data loss**.
 1. Confirm that the associated node has been dismissed from the cluster by querying the `_cat/nodes` API endpoint:
    ```bash
    GET "/_cat/nodes?v&h=name,version,node.role,master" | column -t
@@ -116,7 +123,17 @@ Review [Upgrading OpenSearch]({{site.url}}{{site.baseurl}}/migrate-or-upgrade/ro
    os-node-03  7.10.2   dimr       -
    ```
    `os-node-01` is no longer listed because the container has been stopped and deleted.
-1. Deploy a new container running the desired version of OpenSearch and mapped to the same volume as the container you deleted.
+1. Upgrade the node:
+     - If running in Docker, deploy a new container running the desired version of OpenSearch, mapped to the same volume as the container you deleted.
+     - If upgrading using [Debian]({{site.url}}{{site.baseurl}}/install-and-configure/install-opensearch/debian/) or [RPM]({{site.url}}{{site.baseurl}}/install-and-configure/install-opensearch/rpm/) packages, install OpenSearch using `rpm`, `yum`, or `dpkg` and start the service. No further configuration is needed because locations and files are preserved.
+     - If upgrading using [Tarball]({{site.url}}{{site.baseurl}}/install-and-configure/install-opensearch/tar/), the following actions are required:
+        - Back up `jvm.options`, `opensearch.yml`, certificates, and the `data` folder.
+        - Extract the new tarball.
+        - Copy the previous `data` directory to the new `data` directory, **otherwise data will be lost**.
+        - Copy the previous `opensearch.yml` file to the new `config/opensearch.yml` file.
+        - Copy the previous `jvm.options` file to the new `config/jvm.options` file.
+        - Copy the TLS certificates listed in the `opensearch.yml` file to the `./config/` directory.
+        - Start OpenSearch.
 1. Query the `_cat/nodes` endpoint after OpenSearch is running on the new node to confirm that it has joined the cluster:
    ```bash
    GET "/_cat/nodes?v&h=name,version,node.role,master" | column -t