Upgrade from sources

Overview

This section provides the steps required for a successful upgrade from Zabbix 3.4.x to Zabbix 4.0.x using official Zabbix sources.

While upgrading Zabbix agents is not mandatory (but recommended), Zabbix server and proxies must be of the same major version. Therefore, in a server-proxy setup, Zabbix server and all proxies have to be stopped and upgraded.

To minimize downtime and data loss during the upgrade, it is recommended to stop and upgrade Zabbix server and then stop, upgrade and start Zabbix proxies one after another. When all proxies are upgraded, start Zabbix server. During the Zabbix server downtime, running proxies will keep collecting and storing data and will pass the data to Zabbix server when the server is up and running. Any notifications for problems during Zabbix server downtime will be generated only after the upgraded server is started.

It is known to be possible to start the upgraded server and have older, yet unupgraded proxies report data to a newer server (the proxies can't refresh their configuration though). This approach, however, is not recommended and not supported by Zabbix and choosing it is entirely at your own risk.

Note that with SQLite database on proxies, history data from proxies before the upgrade will be lost, because SQLite database upgrade is not supported and the SQLite database file has to be manually removed. When proxy is started for the first time and the SQLite database file is missing, proxy creates it automatically.

Depending on database size the database upgrade to version 4.0 may take a long time.

Before the upgrade make sure to read the relevant upgrade notes!

The following upgrade notes are available:

Upgrade from Read full upgrade notes Important notes/changes between versions
3.4.x For 4.0 'libpthread' and 'zlib' libraries now mandatory;
Support for plain text protocol dropped and header is mandatory;
Pre-1.4 version Zabbix agents are no longer supported;
The Server parameter in passive proxy configuration now mandatory
3.2.x Also for 3.4 SQLite support as backend database dropped for Zabbix server/frontend;
Perl Compatible Regular Expressions (PCRE) supported instead of POSIX extended;
'libpcre' and 'libevent' libraries mandatory for Zabbix server;
Exit code checks added for user parameters, remote commands and system.run[] items without the 'nowait' flag as well as Zabbix server executed scripts;
Zabbix Java gateway has to be upgraded to support new functionality
3.0.x Also for 3.2 Database upgrade may be slow, depending on the history table size
2.4.x Also for 3.0 Minimum required PHP version upped from 5.3.0 to 5.4.0
LogFile agent parameter must be specified
2.2.x Also for 2.4 Node-based distributed monitoring removed
2.0.x Also for 2.2 Minimum required PHP version upped from 5.1.6 to 5.3.0;
Case-sensitive MySQL database required for proper server work;
'mysqli' PHP extension required instead of 'mysql'

You may also want to check the requirements for 4.0.

It may be handy to run two parallel SSH sessions during the upgrade, executing the upgrade steps in one and monitoring the server/proxy logs in another. For example, run tail -f zabbix_server.log or tail -f zabbix_proxy.log in the second SSH session showing you the latest log file entries and possible errors in real time. This can be critical for production instances.

Server upgrade process

1 Stop server

Stop Zabbix server to make sure that no new data is inserted into database.

2 Back up the existing Zabbix database

This is a very important step. Make sure that you have a backup of your database. It will help if the upgrade procedure fails (lack of disk space, power off, any unexpected problem).

3 Back up configuration files, PHP files and Zabbix binaries

Make a backup copy of Zabbix binaries, configuration files and the PHP file directory.

4 Install new server binaries

Use these instructions to compile Zabbix server from sources.

5 Review server configuration parameters

See the upgrade notes for details on mandatory changes.

For new optional parameters, see the What's new section.

6 Start new Zabbix binaries

Start new binaries. Check log files to see if the binaries have started successfully.

Zabbix server will automatically upgrade the database. When starting up, Zabbix server reports the current (mandatory and optional) and required database versions. If the current mandatory version is older than the required version, Zabbix server automatically executes the required database upgrade patches. The start and progress level (percentage) of the database upgrade is written to the Zabbix server log file. When the upgrade is completed, a "database upgrade fully completed" message is written to the log file. If any of the upgrade patches fail, Zabbix server will not start. Zabbix server will also not start if the current mandatory database version is newer than the required one. Zabbix server will only start if the current mandatory database version corresponds to the required mandatory version.

8673:20161117:104750.259 current database version (mandatory/optional): 03040000/03040000
       8673:20161117:104750.259 required mandatory version: 03040000

Before you start the server:

  • Make sure the database user has enough permissions (create table, drop table, create index, drop index)
  • Make sure you have enough free disk space.
7 Install new Zabbix web interface

The minimum required PHP version is 5.4.0. Update if needed and follow installation instructions.

8 Clear web browser cookies and cache

After the upgrade you may need to clear web browser cookies and web browser cache for the Zabbix web interface to work properly.

Proxy upgrade process

1 Stop proxy

Stop Zabbix proxy.

2 Back up configuration files and Zabbix proxy binaries

Make a backup copy of the Zabbix proxy binary and configuration file.

3 Install new proxy binaries

Use these instructions to compile Zabbix proxy from sources.

4 Review proxy configuration parameters

There are no mandatory changes in this version to proxy parameters. For new optional parameters, see the What's new section.

5 Start new Zabbix proxy

Start the new Zabbix proxy. Check log files to see if the proxy has started successfully.

Zabbix proxy will automatically upgrade the database. Database upgrade takes place similarly as when starting Zabbix server.

Agent upgrade process

Upgrading agents is not mandatory. You only need to upgrade agents if it is required to access the new functionality.

1 Stop agent

Stop Zabbix agent.

2 Back up configuration files and Zabbix agent binaries

Make a backup copy of the Zabbix agent binary and configuration file.

3 Install new agent binaries

Use these instructions to compile Zabbix agent from sources.

Alternatively, you may download pre-compiled Zabbix agents from the Zabbix download page.

4 Review agent configuration parameters

There are no mandatory changes in this version to agent parameters.

5 Start new Zabbix agent

Start the new Zabbix agent. Check log files to see if the agent has started successfully.

Upgrade between minor versions

When upgrading between minor versions of 4.0.x (for example from 4.0.1 to 4.0.3) it is required to execute the same actions for server/proxy/agent as during the upgrade between major versions. The only difference is that when upgrading between minor versions no changes to the database are made.