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Author SHA1 Message Date
Mike Reeves 186bf86e99 soup: require green Elasticsearch cluster before upgrading
Change the pre-flight cluster-health gate to wait_for_status=green instead of
yellow, so soup only proceeds when the cluster is fully green.
2026-07-15 12:14:18 -04:00
Mike Reeves bd70dd53fb soup: add cluster-health and Fleet Server pre-flight checks
Before making any changes, verify the grid is in a good state:
 - check_cluster_health: waits for Elasticsearch to reach at least 'yellow'
   (blocks only on red/unreachable, since yellow is normal), modeled on the
   wait in so-elasticsearch-roles-load.
 - check_fleet_server: confirms the Fleet Server status API returns HTTP 200,
   modeled on the wait_for_so-elastic-fleet state in elasticfleet/enabled.sls.

Both run alongside the existing check_pillar_items (manager pillar render) and
verify_es_version_compatibility, before soup modifies anything, so a failure
exits cleanly with an actionable message and no partial changes. Valid on all
manager roles soup runs on (eval/standalone/manager/managerhype/managersearch/
import), which all run Elasticsearch and the Fleet Server.
2026-07-15 12:00:11 -04:00
Mike Reeves be7d8a2aa7 soup: make partial-upgrade state clear and avoid re-running completed upgrades
After a partial upgrade, /etc/soversion already reads the target version, so
soup's startup line "Found that Security Onion X is currently installed" made
it look finished even as soup resumed. When a resume marker is present and
differs from the installed version, print an explicit NOTE that the grid is only
partially upgraded and this run will resume and complete it.

Also clear any stale resume marker in the already-latest path so a successfully
completed upgrade is never mistaken for a partial one and re-run on a later
invocation (the marker is normally removed at the end of postupgrade_changes;
this is a belt-and-suspenders guard).
2026-07-15 11:35:04 -04:00
Mike Reeves 618712469e soup: clearly report incomplete upgrades on trap exit
When soup fails via the EXIT trap after it has begun modifying the system, print
a prominent UPGRADE INCOMPLETE banner instructing the user to run soup again to
resume and complete the update. Gated on a new SOUP_UPGRADE_STARTED flag set at
the start of the hotfix and upgrade branches, so pre-flight gate failures (ES
compatibility, disk, network) that abort before any changes are made do not show
it.
2026-07-15 09:42:59 -04:00
Mike Reeves 8b488f9226 soup: make failed upgrades and hotfixes resumable
A failed highstate mid-upgrade left /etc/soversion already advanced to the
target version (the highstate stamps it from the pillar via the soversionfile
state), so a re-run of soup saw INSTALLEDVERSION == NEWVERSION and reported
"already running the latest version", stranding the box with post-upgrade
steps never run.

Introduce /etc/sopostversion, a soup-owned marker (no salt state manages it)
that records post-upgrade walk progress. It is seeded from the pre-upgrade
version before the highstate, advanced after each post_to_* step, and removed
on successful completion. upgrade_check treats a leftover marker as "upgrade
not finished" and resumes the remaining post steps instead of bailing.

Also fix the hotfix path: /etc/sohotfix was written before the hotfix
highstate, so a failed hotfix highstate looked already-applied on re-run.
Since no salt state manages /etc/sohotfix, defer its write (update_version)
until after the highstate succeeds so it is an honest completion marker.
2026-07-14 17:30:58 -04:00
+112 -5
View File
@@ -12,7 +12,17 @@
UPDATE_DIR=/tmp/sogh/securityonion
DEFAULT_SALT_DIR=/opt/so/saltstack/default
INSTALLEDVERSION=$(cat /etc/soversion)
POSTVERSION=$INSTALLEDVERSION
# /etc/sopostversion is a soup-owned marker (no salt state manages it) tracking how
# far the post-upgrade walk has progressed. Its presence means a prior upgrade did
# not finish its post-upgrade steps; its contents are the resume point. It is read
# here before preupgrade_changes mutates INSTALLEDVERSION and before any highstate
# stamps /etc/soversion from the pillar.
POSTVERSION_FILE=/etc/sopostversion
if [ -f "$POSTVERSION_FILE" ]; then
POSTVERSION=$(cat "$POSTVERSION_FILE")
else
POSTVERSION=$INSTALLEDVERSION
fi
INSTALLEDSALTVERSION=$(salt --versions-report | grep Salt: | awk '{print $2}')
BATCHSIZE=5
SOUP_LOG=/root/soup.log
@@ -23,6 +33,10 @@ NOTIFYCUSTOMELASTICCONFIG=false
TOPFILE=/opt/so/saltstack/default/salt/top.sls
BACKUPTOPFILE=/opt/so/saltstack/default/salt/top.sls.backup
SALTUPGRADED=false
# Set true once soup begins modifying the system (past the pre-flight checks), so the
# EXIT trap can tell the user the update did not finish and must be re-run. Only the
# pre-flight gates (ES compatibility, disk, network) fail before this is set.
SOUP_UPGRADE_STARTED=false
SALT_CLOUD_INSTALLED=false
SALT_CLOUD_CONFIGURED=false
# Check if salt-cloud is installed
@@ -123,6 +137,28 @@ check_err() {
echo "SOUP XTRACE debug log (if enabled) at $SOUP_DEBUG_LOG. Re-run soup with SOUP_DEBUG=1 to create $SOUP_DEBUG_LOG"
# If soup had already started modifying the system, make it unmistakable that the
# update is incomplete and must be re-run. soup is resumable: a version upgrade
# picks up from the /etc/sopostversion marker, and a hotfix re-applies because
# /etc/sohotfix is only advanced after a successful highstate.
if [[ "$SOUP_UPGRADE_STARTED" == "true" ]]; then
echo ""
echo "=============================================================================="
echo " UPGRADE INCOMPLETE"
echo "=============================================================================="
echo " This soup run did NOT finish. Your Security Onion installation may be in a"
echo " partially-updated state and is not yet fully upgraded."
echo ""
echo " Review the error above and $SOUP_LOG, resolve the underlying problem, then"
echo " run soup again to resume and complete the update:"
echo ""
echo " sudo soup"
echo ""
echo " soup is resumable -- re-running it continues from where this run stopped."
echo "=============================================================================="
echo ""
fi
exit $exit_code
fi
@@ -291,6 +327,30 @@ check_pillar_items() {
fi
}
check_cluster_health() {
echo "Checking Elasticsearch cluster health."
# Require a 'green' cluster before upgrading; anything less (yellow, red, or
# unreachable) blocks. Modeled on the wait used in so-elasticsearch-roles-load.
if so-elasticsearch-query "_cluster/health?wait_for_status=green&timeout=120s" --fail > /dev/null 2>&1; then
printf "\nThe Elasticsearch cluster is healthy (green). We can proceed with SOUP.\n\n"
else
printf "\nThe Elasticsearch cluster is not green. Please resolve the cluster health issue so the cluster is green before running SOUP again.\n\n"
exit 0
fi
}
check_fleet_server() {
echo "Checking that Elastic Fleet Server is responding."
# Modeled on the wait_for_so-elastic-fleet state check in elasticfleet/enabled.sls,
# which waits for HTTP 200 from the Fleet Server status API.
if curl -sk --fail --retry 3 --retry-delay 10 --max-time 30 "https://localhost:8220/api/status" > /dev/null 2>&1; then
printf "\nElastic Fleet Server is responding. We can proceed with SOUP.\n\n"
else
printf "\nElastic Fleet Server is not responding at https://localhost:8220/api/status. Please ensure Elastic Fleet is healthy before running SOUP again.\n\n"
exit 0
fi
}
check_saltmaster_status() {
set +e
echo "Waiting on the Salt Master service to be ready."
@@ -414,6 +474,13 @@ preupgrade_changes() {
true
}
set_postversion() {
# Persist post-upgrade walk progress so an interrupted upgrade can resume the
# remaining steps on the next soup run (see /etc/sopostversion handling).
POSTVERSION="$1"
echo "$POSTVERSION" > "$POSTVERSION_FILE"
}
postupgrade_changes() {
# This function is to add any new pillar items if needed.
echo "Running post upgrade processes."
@@ -421,6 +488,8 @@ postupgrade_changes() {
[[ "$POSTVERSION" =~ ^2\.4\.21[0-9]+$ ]] && post_to_3.0.0
[[ "$POSTVERSION" == "3.0.0" ]] && post_to_3.1.0
[[ "$POSTVERSION" == "3.1.0" ]] && post_to_3.2.0
# All applicable post-upgrade steps completed; clear the resume marker.
rm -f "$POSTVERSION_FILE"
true
}
@@ -513,7 +582,7 @@ post_to_3.0.0() {
# convert yes/no in suricata pillars to true/false
convert_suricata_yes_no
POSTVERSION=3.0.0
set_postversion 3.0.0
}
### 3.0.0 End ###
@@ -776,7 +845,7 @@ post_to_3.1.0() {
# Check for unhealthy / unauthorized integration transform jobs and attempt reauthorizations
check_transform_health_and_reauthorize || true
POSTVERSION=3.1.0
set_postversion 3.1.0
}
### 3.1.0 End ###
@@ -911,7 +980,7 @@ post_to_3.2.0() {
update_kafka_metadata "4.3"
POSTVERSION=3.2.0
set_postversion 3.2.0
}
### 3.2.0 End ###
@@ -1063,8 +1132,20 @@ upgrade_check() {
fi
[[ -f /etc/sohotfix ]] && CURRENTHOTFIX=$(cat /etc/sohotfix)
if [ "$INSTALLEDVERSION" == "$NEWVERSION" ]; then
# A leftover post-version marker means a previous upgrade to this version
# advanced /etc/soversion (the highstate stamps it from the pillar) but did not
# finish its post-upgrade steps. Resume the upgrade instead of reporting "latest".
if [ -f "$POSTVERSION_FILE" ] && [ "$(cat "$POSTVERSION_FILE")" != "$NEWVERSION" ]; then
echo "A previous upgrade to $NEWVERSION did not complete its post-upgrade steps; resuming."
is_hotfix=false
return 0
fi
echo "Checking to see if there are hotfixes needed"
if [ "$HOTFIXVERSION" == "$CURRENTHOTFIX" ]; then
# Reaching here means we are at the target version and NOT resuming (the resume
# check above returned otherwise). Clear any stale resume marker so a completed
# upgrade is never mistaken for a partial one and re-run on a later invocation.
rm -f "$POSTVERSION_FILE"
echo "You are already running the latest version of Security Onion."
exit 0
else
@@ -1760,6 +1841,15 @@ main() {
set_minionid
MINION_ROLE=$(lookup_role)
echo "Found that Security Onion $INSTALLEDVERSION is currently installed."
# /etc/soversion is stamped to the target version before the upgrade fully
# completes, so a lingering resume marker means this grid is only partially
# upgraded even though the line above shows the target version. Make that explicit
# so it is not mistaken for a finished upgrade.
if [ -f "$POSTVERSION_FILE" ] && [ "$(cat "$POSTVERSION_FILE")" != "$INSTALLEDVERSION" ]; then
echo ""
echo "NOTE: A previous upgrade to $INSTALLEDVERSION did not finish. This grid is"
echo " partially upgraded and this soup run will resume and complete it."
fi
echo ""
check_minimum_version
@@ -1788,6 +1878,12 @@ main() {
echo "Verifying Elasticsearch version compatibility across the grid before upgrading."
verify_es_version_compatibility
# Pre-flight health checks: confirm the grid is in a good state before we change
# anything. These run before any modifications, so a failure exits cleanly and the
# operator can fix the issue and re-run soup.
check_cluster_health
check_fleet_server
echo "Checking for Salt Master and Minion updates."
upgrade_check_salt
set -e
@@ -1804,6 +1900,7 @@ main() {
fi
if [ "$is_hotfix" == "true" ]; then
SOUP_UPGRADE_STARTED=true
echo "Applying $HOTFIXVERSION hotfix"
# since we don't run the backup.config_backup state on import we wont snapshot previous version states and pillars
if [[ ! "$MINION_ROLE" == "import" ]]; then
@@ -1814,10 +1911,16 @@ main() {
create_local_directories "/opt/so/saltstack/default"
apply_hotfix
echo "Hotfix applied"
update_version
enable_highstate
highstate
# Record the hotfix only after the highstate succeeds. /etc/sohotfix is written
# solely by soup (no salt state manages it), so deferring the write means a failed
# hotfix highstate leaves the old hotfix value and re-running soup re-applies it,
# rather than reporting "already latest". The soversion/pillar writes in
# update_version are no-ops here since the version is unchanged for a hotfix.
update_version
else
SOUP_UPGRADE_STARTED=true
echo ""
echo "Performing upgrade from Security Onion $INSTALLEDVERSION to Security Onion $NEWVERSION."
echo ""
@@ -1873,6 +1976,10 @@ main() {
copy_new_files
echo ""
create_local_directories "/opt/so/saltstack/default"
# Seed the resume marker before the highstate stamps /etc/soversion to the new
# version, so an interrupted upgrade is detectable as "not finished" on re-run.
# POSTVERSION still holds the pre-upgrade (or prior resume) version here.
[ -f "$POSTVERSION_FILE" ] || echo "$POSTVERSION" > "$POSTVERSION_FILE"
update_version
echo ""