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6 changes: 6 additions & 0 deletions content/en/docs/2024.7/Guides/upgrade-observability/_index.md
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---
title: "Upgrade Observability"
linkTitle: "Upgrade Observability"
description: "Information about upgrading your observability platform for {{% ctx %}}."
weight: 1000
---
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---
title: "Cloud"
linkTitle: "Cloud"
description: "Information about upgrading a cloud-hosted observability platform for {{% ctx %}}."
weight: 500
---
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---
title: "Grafana"
linkTitle: "Grafana"
description: "Information about upgrading a cloud-hosted Grafana platform for {{% ctx %}}."
weight: 1000
---
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---
title: "Prerequisites"
linkTitle: "Prerequisites"
description: "The prerequisites required before performing the observability upgrade."
weight: 1
---

# {{% param title %}}

## Verify Old Version

1. Navigate to your Grafana website e.g. `https://{Team URL}.grafana.net`
1. Login to Grafana.
1. Open the *Dashboards* page via the menu on the left sidebar.
1. Select the folder that hosts the Cortex Dashboards, e.g. *Cortex*
1. Click the *Flow Execution Requests* dashboard to open it.
1. Change the time period to be *Last 90 days* and confirm data is present.
1. Make a note of values returned in the Overview tiles, or alternatively take a screenshot of the dashboard, to use later to verify the upgrade.

## Make Artefacts Available

1. Download the required artefacts to a folder on your machine:

* [Promtail 3.0.0][] archive.
* [Promtail Install][] archive.

1. Extract the downloaded `promtail-windows-amd64.exe` archive to a folder with the same name.
1. Extract the downloaded `Promtail.Install` archive to a folder with the same name.

## Backup Old Files

On each Application Server that Promtail is installed on:

1. Create a folder called `Observability Backups` in a known location.
1. Open File Explorer and navigate to the location where Promtail is running from, e.g. `C:\Promtail`.
1. Copy the `promtail-local-config.yaml` file and save it to the `Observability Backups` folder created at step 1.

## Next Steps?

1. [Upgrade Promtail][]

[Promtail 3.0.0]: {{< url path="Grafana.SelfManaged.Downloads.Promtail.3.0.0.PromtailInstallZip" >}}
[Promtail Install]: {{< url path="GitHub.Cortex.Observability.3.0.0.PromtailInstallZip" >}}
[Upgrade Promtail]: {{< url path="Cortex.Guides.UpgradeObservability.Cloud.Grafana.UpgradePromtail" >}}
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---
title: "Try it out"
linkTitle: "Try it out"
description: "Information about trying out the observability platform after upgrade."
weight: 3
---

# {{% param title %}}

This guide describes how to verify that the upgrade has been successful. Please ensure that [Upgrade Promtail][] has been completed before taking these steps.

## Confirm Dashboards Load

1. Navigate to your Grafana website e.g. `https://{Team URL}.grafana.net`
1. Login to Grafana.
1. Open the *Dashboards* page via the menu on the left sidebar.
1. Select the folder that hosts the Cortex Dashboards, e.g. *Cortex*
1. Click the *Flow Execution Requests* dashboard to open it.
1. Change the time period to be *Last 90 days* and confirm data is present.
1. Confirm the data from the previous step is similar to the data captured when [verifying the old version][].

## Confirm New Data is Processed

{{% alert title="Note" %}}
Any flow can be used that exists on the system and can be executed.
{{% / alert %}}

1. Open a web browser and navigate to your installed {{% ctx %}} Gateway URL, e.g. `https://server.domain.com/gateway`, and log in when prompted.
1. Open a flow that you are able to execute on an ad hoc basis.
1. Start the flow.
1. Once the request has completed, in your web browser, navigate to and log in to your configured Grafana.
1. Open the *Dashboards* page via the menu on the left sidebar.
1. Click the folder name that the dashboards were imported to.
1. Click the *Flow Execution Requests* dashboard to open it.
1. The request made at step 1 should be visible on the dashboard.
{{% alert title="Note" %}}
If other requests have been made then there may be more than one request visible on the dashboard.
{{% / alert %}}
1. Open the *Dashboards* page via the menu on the left sidebar.
1. Click the folder name that the dashboards were imported to.
1. Click the *Platform Health* dashboard to open it.
1. The request made at step 1 should be visible on the dashboard.
{{% alert title="Note" %}}
If other requests have been made then there may be more than one request visible on the dashboard.
{{% / alert %}}

[Upgrade Promtail]: {{< url path="Cortex.Guides.UpgradeObservability.Cloud.Grafana.UpgradePromtail" >}}
[verifying the old version]: {{< url path="Cortex.Guides.UpgradeObservability.Cloud.Grafana.VerifyOldVersion" >}}
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---
title: "Upgrade Promtail"
linkTitle: "Upgrade Promtail"
description: "The steps to upgrade Promtail."
weight: 2
---

# {{% param title %}}

This guide describes how to upgrade the Promtail installation. Please ensure that the [Prerequisites] for upgrading Observability have been completed before starting this upgrade.

## Perform Upgrade

{{% alert title="Note" %}}
These steps will need to be performed on all application servers that host a Promtail service.
{{% / alert %}}

1. Log in to the application server.
1. Run Windows PowerShell as Administrator.
1. Change the directory to the folder where Promtail is running from, e.g. `cd C:\Promtail`.
1. Remove the current Promtail installation by executing the following command:

``` powershell
.\Remove-Promtail.ps1
```

1. Click *Yes* when prompted for confirmation that you wish to remove the service.
1. Click *OK* when the successful removal of the Promtail service is confirmed.
1. Open a File Explorer and navigate to the folder where Promtail was running from, e.g. `C:\Promtail`
1. Delete the following files from the directory:

* Install-Promtail.ps1
* nssm.exe
* Promtail-local-config.yaml
* Promtail-windows-amd64.exe
* Remove-Promtail.ps1
* Start-Promtail.ps1
* Stop-Promtail.ps1

1. In File Explorer, navigate to the extracted `promtail-windows-amd64.exe` folder created as part of [Make Artefacts Available][].
1. Copy the `promtail-windows-amd64.exe` file into the folder that Promtail was previously running from, e.g. `C:\Promtail`.
1. In File Explorer, navigate to the extracted `Promtail.Install` folder created as part of [Make Artefacts Available][].
1. Copy the contents of this location into the folder that Promtail was previously running from, e.g. `C:\Promtail`.
1. Open `promtail-local-config.yaml` in a text editor:

* Update the *filename* property under *positions* to be the value found in the [backed up][] version.
* Update the *url* property under *clients* to be the value found in the [backed up][] version.
* Save the new `promtail-local-config.yaml` file.

1. Run Windows PowerShell as Administrator.
1. Change the directory to the folder where the Promtail files have been copied to, e.g. `cd C:\Promtail`.
1. Install Promtail by executing the following command:

``` powershell
.\Install-Promtail.ps1
```

1. Start the Promtail service by executing the following command:

``` powershell
.\Start-Promtail.ps1
```

1. Check that the Promtail service has installed and started correctly:
* Open Services.msc from the Start menu.
* Locate the *Promtail* service and confirm that it is *Running*.

## Next Steps?

1. [Try it out][]

[backed up]: {{< url path="Cortex.Guides.UpgradeObservability.Cloud.Grafana.BackupOldFiles" >}}
[Make Artefacts Available]: {{< url path="Cortex.Guides.UpgradeObservability.Cloud.Grafana.MakeArtefactsAvailable" >}}
[Prerequisites]: {{< url path="Cortex.Guides.UpgradeObservability.Cloud.Grafana.Prerequisites" >}}
[Try it out]: {{< url path="Cortex.Guides.UpgradeObservability.Cloud.Grafana.TryItOut" >}}
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---
title: "Grafana"
linkTitle: "Grafana"
description: "Information about upgrading the default Grafana dashboards for your observability platform."
weight: 1000
---
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@@ -0,0 +1,36 @@
---
title: "Try it out"
linkTitle: "Try it out"
description: "Information about trying out the observability platform after upgrading the dashboards."
weight: 3
---

# {{% param title %}}

## Confirm New Dashboards Display Data

{{% alert title="Note" %}}
Any flow can be used that exists on the system and can be executed.
{{% / alert %}}

1. Open a web browser and navigate to your installed {{% ctx %}} Gateway URL, e.g. `https://server.domain.com/gateway`, and log in when prompted.
1. Open a flow that you are able to execute on an ad hoc basis.
1. Start the flow.
1. Once the request has completed, in your web browser, navigate to and log in to your configured Grafana.
1. Open the *Dashboards* page via the menu on the left sidebar.
1. Click the folder name that the dashboards were imported to.
1. Click the *Flow Execution Requests* dashboard to open it.
1. The request made at step 1 should be visible on the dashboard.
{{% alert title="Note" %}}
If other requests have been made then there may be more than one request visible on the dashboard.
{{% / alert %}}
1. Open the *Dashboards* page via the menu on the left sidebar.
1. Click the folder name that the dashboards were imported to.
1. Click the *Platform Health* dashboard to open it.
1. The request made at step 1 should be visible on the dashboard.
{{% alert title="Note" %}}
If other requests have been made then there may be more than one request visible on the dashboard.
{{% / alert %}}

[Upgrade Promtail]: {{< url path="Cortex.Guides.UpgradeObservability.Cloud.Grafana.UpgradePromtail" >}}
[verifying the old version]: {{< url path="Cortex.Guides.UpgradeObservability.Cloud.Grafana.VerifyOldVersion" >}}
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---
title: "Upgrade Dashboards"
linkTitle: "Upgrade Dashboards"
description: "Information about upgrading your Grafana dashboards."
weight: 1
---

# {{% param title %}}

This guide describes how to upgrade the default dashboards that are provided for your observability platform.

## Download the Default Dashboards

1. Download [Grafana.Dashboards.zip][] archive containing the {{% ctx %}} Innovation default dashboards.
1. Extract the content of the downloaded archive to a suitable location.

## Import New Dashboards

## Import Dashboards

1. Log in to your configured Grafana with a user that has the *Admin* role.
1. Go to *Dashboards* via the menu on the left sidebar.
1. Click the *New* button and select *Import* from the drop-down menu.
1. Click the *Upload JSON file* button.
1. Locate the `Flow Execution Requests.json` file [extracted][] from the downloaded `Grafana.Dashboards.zip`.
1. Select the file and click *Open*.
{{% alert title="Note" %}}
You will receive warnings that *A dashboard or folder with the same name already exists* and *Dashboard named 'Flow Execution Requests' in folder 'Cortex' has the same UID*. These can be ignored.
{{% / alert %}}

1. Select the folder in Grafana you wish the dashboard to be saved in, e.g. *Cortex*.
1. Select your configured Loki data source from the dropdown menu.
1. Click *Import (Overwrite)*.
1. Repeat steps 2 - 8 for the `Platform Health.json` file.

## Next Steps?

1. [Try it out][]

[extracted]: {{< url path="Cortex.Guides.UpgradeObservability.Dashboards.Grafana.Download" >}}
[Grafana.Dashboards.zip]: {{< url path="GitHub.Cortex.Observability.3.0.0.GrafanaDashboardsZip" >}}
[Try it out]: {{< url path="Cortex.Guides.UpgradeObservability.Dashboards.Grafana.TryItOut" >}}
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---
title: "Dashboards"
linkTitle: "Dashboards"
description: "Information about upgrading the default dashboards provided for your observability platform."
weight: 1000
---
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---
title: "On-Premise"
linkTitle: "On-Premise"
description: "Information about upgrading an on-premise observability platform for {{% ctx %}}."
weight: 1
---
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@@ -0,0 +1,6 @@
---
title: "Grafana"
linkTitle: "Grafana"
description: "Information about upgrading an on-premise Grafana platform for {{% ctx %}}."
weight: 1
---
Original file line number Diff line number Diff line change
@@ -0,0 +1,60 @@
---
title: "Prerequisites"
linkTitle: "Prerequisites"
description: "The prerequisites required before performing the observability upgrade."
weight: 1
---

# {{% param title %}}

## Verify Old Version

1. Navigate to your Grafana website e.g. `https://machinename.domain.com:3000`
1. Make a note of the version number under the login prompt.
1. Login to Grafana.
1. Open the *Dashboards* page via the menu on the left sidebar.
1. Select the folder that hosts the Cortex Dashboards, e.g. *Cortex*
1. Click the *Flow Execution Requests* dashboard to open it.
1. Change the time period to be *Last 90 days* and confirm data is present.
1. Make a note of values returned in the Overview tiles, or alternatively take a screenshot of the dashboard, to use later to verify the upgrade.

## Make Artefacts Available

1. Download the required artefacts to a folder on your machine:

* [Grafana 10.4.1][] Standalone Windows Binaries archive.
* [Grafana Loki 3.0.0][] archive.
* [Grafana Loki Install][] archive.
* [Promtail 3.0.0][] archive.
* [Promtail Install][] archive.

1. Extract the downloaded `grafana-enterprise-10.4.1.windows-amd64` archive to a folder with the same name.
1. Extract the downloaded `loki-windows-amd64.exe` archive to a folder with the same name.
1. Extract the downloaded `Grafana.Loki.Install` archive to a folder with the same name.
1. Extract the downloaded `promtail-windows-amd64.exe` archive to a folder with the same name.
1. Extract the downloaded `Promtail.Install` archive to a folder with the same name.

## Backup Old Files

1. On the server that Grafana and Loki is installed on, create a folder called `Observability Backups` in a known location.
1. Open File Explorer and navigate to the location that Grafana was previously installed to, typically `%SystemDrive%\Program Files\GrafanaLabs\grafana\conf`.
1. Copy the `custom.ini` file and save it to the `Observability Backups` folder created at step 1.
1. Copy the `defaults.ini` file and save it to the `Observability Backups` folder created at step 1.
1. In File Explorer, navigate to the location that Loki is running from, e.g. `C:\Loki\`.
1. Copy the `loki-local-config.yaml` file and save it to the `Observability Backups` folder created at step 1.
1. On each Application Server that Promtail is installed on:

1. Create a folder called `Observability Backups` in a known location.
1. Open File Explorer and navigate to the location that Promtail is running from, e.g. `C:\Promtail`.
1. Copy the `promtail-local-config.yaml` file and save it to the `Observability Backups` folder created at step 7.1.

## Next Steps?

1. [Upgrade Grafana][]

[Grafana 10.4.1]: {{< url path="Grafana.SelfManaged.Downloads.GrafanaWebApp.10.4.1.Windows" >}}
[Grafana Loki 3.0.0]: {{< url path="Grafana.SelfManaged.Downloads.GrafanaLoki.3.0.0.GrafanaLokiInstallZip" >}}
[Grafana Loki Install]: {{< url path="GitHub.Cortex.Observability.3.0.0.GrafanaLokiInstallZip" >}}
[Promtail 3.0.0]: {{< url path="Grafana.SelfManaged.Downloads.Promtail.3.0.0.PromtailInstallZip" >}}
[Promtail Install]: {{< url path="GitHub.Cortex.Observability.3.0.0.PromtailInstallZip" >}}
[Upgrade Grafana]: {{< url path="Cortex.Guides.UpgradeObservability.OnPremise.Grafana.UpgradeGrafana" >}}
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