Upgrading Automation Suite

Important:

Upgrading Automation Suite enables maintenance mode on the cluster, which causes downtime for the entire upgrade duration.

If your Automation Suite cluster was ever on 2021.10.3 or 2021.10.4, you must take additional steps to downgrade the Ceph objectstore version before upgrading to a newer Automation Suite version. For instructions, see Downgrading Ceph from 16.2.6 to 15.2.9

Important:

If Automation Suite is configured with AD integration, when upgrading to either 2021.10.1 or 2021.10.2, the Kerberos configuration is lost from ArgoCD settings, and the values need to be set again after upgrade. Make sure to save the values before starting the upgrade, or follow the instructions again to set up Kerberos.

Deployment mode	Upgrade instructions
Online single-node evaluation	Online single-node evaluation mode Preparation Execution Rollback on error
Offline single-node evaluation	Offline single-node evaluation mode Preparation Execution Rollback on error
Online multi-node HA-ready production	Online multi-node HA-ready production mode Preparation Execution Rollback on error
Offline multi-node HA-ready production	Offline multi-node HA-ready production mode Preparation Execution Rollback on error
All	(Optional) Migrating a Longhorn physical disk to LVM This step is optional but highly recommended when upgrading Automation Suite.

Important:

For instructions on how to download the installation packages required during upgrade, see Downloading installation packages.

Automation Suite upgrade paths

The following matrix shows the available upgrade paths for Automation Suite versions:

✅ - a direct in-place upgrade path between major versions is available;

- an intermediate in-place upgrade between your initial and targeted major versions is needed.

Note:

We strongly advise upgrading to the most recent minor version of Automation Suite. This allows you to take advantage of the latest enhancements and guarantees the seamless operation of all internal components.

Initial version	Targeted version
	2021.10.x	2022.4.x	2022.10.x	2023.4.x	2023.10.x
2021.10.x	✅	✅ 2021.10.x -> 2022.4.7-2022.4.10 -> 2022.4.11 or later	✅ 2021.10.x -> 2022.10.9 -> 2022.10.10 -> 2022.10.11 or later	2021.10.x -> 2022.10.9 -> 2023.4.5 -> 2023.4.6 or later	2021.10.x -> 2022.10.9 -> 2023.10.2 -> 2023.10.3 or later
2022.4.x	N/A	✅	✅ 2022.4.0-2022.4.6 -> 2022.10.9 -> 2022.10.10 -> 2022.10.11 or later 2022.4.7 or later -> 2022.10.10 -> 2022.10.11 or later	2022.4.0-2022.4.6 -> 2022.10.9 -> 2023.4.5 -> 2023.4.6 or later 2022.4.7-2022.4.11 -> 2022.10.10 -> 2023.4.5 or later 2022.4.12 or later -> 2022.10.12 -> 2023.4.7	✅ Requires 2022.4.7 minimum with Ceph on raw devices, and completion of Cilium migration before initiating the upgrade. 2022.4.7-2022.4.11 -> 2023.10.3 -> 2023.10.4 or later 2022.4.12-2022.4.13 -> 2023.10.4 or later
2022.10.x	N/A	N/A	✅ 2022.10.0-2022.10.9 -> 2022.10.10 -> 2022.10.11 or later 2022.10.10 or later -> 2022.10.11 or later	✅ 2022.10.0-2022.10.9 -> 2023.4.5 -> 2023.4.6 or later 2022.10.10-2022.10.11 -> 2023.4.6 or later 2022.10.12 -> 2023.4.7	✅ 2022.10.0-2022.10.9 -> 2023.10.2 -> 2023.10.3 or later 2022.10.10-2022.10.11 -> 2023.10.3 or later 2022.10.12 -> 2023.10.4 or later
2023.4.x	N/A	N/A	N/A	✅ 2023.4.0-2023.4.4 -> 2023.4.5 -> 2023.4.6 or later 2023.4.5-2023.4.6 -> 2023.4.7	✅ 2023.4.0-2023.4.4 -> 2023.10.2 -> 2023.10.3 or later 2023.4.5-2023.4.6 -> 2023.10.3 or later 2023.4.7 -> 2023.10.4
2023.10.x	N/A	N/A	N/A	N/A	✅

Note:

• In some cases, upgrading Automation Suite requires transitioning through an intermediate version or skiping some versions entirely to maintain the smooth functioning of the internal components. Not following the upgrade guidelines in the previous table may lead to an internal component downgrade or an unsuccessful internal component upgrade, thereby causing the Automation Suite upgrade to fail.
• If you plan to upgrade from Automation Suite 2022.10 or earlier, and Process Mining is enabled, you must migrate process apps to the new process graph layout before starting the upgrade.
• If you use Active Directory (AD) and are planning on upgrading to 2023.4.0, we highly recommend that you skip straight to the 2023.4.3 version, as 2023.4.0, 2023.4.1 and 2023.4.2 are impacted by an AD issue.
• Only upgrades to Automation Suite 2023.10 and later leverage the simplified upgrade process.