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Fixes #615 - Add documentation for update procedure#616

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qcjames53 wants to merge 1 commit into
theforeman:masterfrom
qcjames53:upgrade-document
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Fixes #615 - Add documentation for update procedure#616
qcjames53 wants to merge 1 commit into
theforeman:masterfrom
qcjames53:upgrade-document

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@qcjames53

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Why are you introducing these changes? (Problem description, related links)

#615

What are the changes introduced in this pull request?

  • Introduce user documentation to cover the manual update process for connected RPM, disconnected RPM, and from-source installs.

Note: this pull request has a few TODOs which are open questions that need to be answered by the foremanctl team. Please feel free to push to this branch to address these issues (no AI fluff please). I'll try to keep an eye on this during my paternity leave if I have any time 🤞

How to test this pull request

  • Attempt the upgrade procedure from source and the portions of the RPM procedures which can be currently attempted.
  • Validate the document for accuracy. Ensure it is concise, useful, and well organized.

Checklist

  • Tests added/updated (if applicable)
  • Documentation updated (if applicable)

@ehelms

ehelms commented Jul 3, 2026

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@qcjames53 General note -- if you are planning to open a PR, a github issue is not required to track the PR. I would file issues if you want to report or request something that won't be implemented for a while or if multiple PRs will be required to achieve it.

Comment thread docs/user/upgrade.md

- 1.2.z+ -> Foreman 3.17
- 2.0.z -> Foreman 3.18
- 2.2.z+ -> Foreman 3.19

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I'm not sure we should try and state this here. As this might be true right now, but it also might change and then we have to come update this file.

Comment thread docs/user/upgrade.md
- 2.0.z -> Foreman 3.18
- 2.2.z+ -> Foreman 3.19

TODO: This table needs an explanation for the Y stream schema. Ask Evgeni or Ewoud about this. Add a resource where users can match a Foreman version to a foremanctl version.

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This assumes we intend users to use it from git for production rather than the RPM. That's a design question we haven't tried to answer.

Comment thread docs/user/upgrade.md
3. Begin the upgrade by stopping all Foreman processes with `systemctl stop foreman.target`.
4. Upgrade foremanctl using dnf:
- Upgrade to latest version (or latest allowed by versionlock): `dnf upgrade foremanctl`
- Upgrade to specific version: `dnf upgrade foremanctl-X.Y.Z`

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I don' think we should call this out.

Comment thread docs/user/upgrade.md
- `dnf versionlock add 'foremanctl-X.Y.*'` - Lock upgrades to a certain Y-stream (replace with exact X.Y version).
- `dnf versionlock delete foremanctl` - Remove any foremanctl versionlock.
2. We recommend a full foremanctl backup before all upgrade operations. Run `foremanctl backup <filepath for backup>`. Please see [Backup](backup.md) for more information on this process.
3. Begin the upgrade by stopping all Foreman processes with `systemctl stop foreman.target`.

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Should the user run health check before this?

Comment thread docs/user/upgrade.md



## Upgrading from source

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For now, I would put this in the developer documentation and not "user".

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2 participants