How to Upgrade the Server OS with EDR Installed.

Products

• Carbon Black EDR

Issue/Introduction

How to upgrade the OS with the EDR application installed. 

Environment

• Carbon Black EDR: All Versions
• RHEL/CentOS: All Supported Versions

Resolution

• No steps need to be performed for in-place upgrade from minor to minor versions. ex. 8.6 to 8.9
  
  
• When upgrading from a new major version the product needs to be uninstalled prior to performing the upgrade and re-installed. ex. 7.6 to 8.9
  1. Stop the EDR services. 

     standalone:
     /usr/share/cb/cbservice cb-enterprise stop
     
     cluster:
     /usr/share/cb/cbcluster stop

  2. Uninstall the EDR Application prior to performing the in-place upgrade. 

     yum remove $(yum list installed | grep CarbonBlack | awk '{ print $1 }')

  3. Perform in the in-place OS upgrade. Documentation can be found from OS support on how to perform these steps.
  4. Reboot the server if this has not been done already. 
  5. Re-install the EDR application. 

     yum install cb-enterprise

  6. Start the services. 

     standalone:
     /usr/share/cb/cbservice cb-enterprise start
     
     cluster:
     /usr/share/cb/cbcluster start

Additional Information

• Failure to uninstall the product prior can lead to errors in the in-place upgrade when it detects the old EL version packages existing on the machine
• EDR services will fail to start if the in-place upgrade is performed successfully and old packages still exist.
• Uninstalling the EDR only uninstalls the application, all configs and data will remain.
• 3rd party libraries and dependency packages are different between major versions. 
• How to migrate the EDR application installed on RHEL/CentOS 7 to a new server with EL 8