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Chapter 6. Assessing system-upgrade readiness with the pre-upgrade analysis task

The pre-upgrade analysis task can run on any RHEL 8 system that is connected to Red Hat Insights using the remote host configuration (rhc) solution. The task is a component of the in-place upgrade capability for Red Hat Enterprise Linux, also referred to as the Leapp tool.

For more information about the Leapp tool and using it to check upgrade readiness manually, see Upgrading from RHEL 8 to RHEL 9, Instructions for an in-place upgrade from Red Hat Enterprise Linux 8 to Red Hat Enterprise Linux 9.

You can verify that your system is connected to Insights by finding it in System > Inventory.

If not in the inventory, see Remote Host Configuration and Management to learn how to connect systems to Red Hat Insights.

The pre-upgrade analysis task checks the readiness of systems for upgrade from Red Hat Enterprise Linux (RHEL) 8 to RHEL 9. If Red Hat Insights detects upgrade-blocking issues, you can see more information about the issues, including steps to resolve them.

You can also run the Leapp utility manually on systems. When an Insights-connected system has a Leapp report in its archive, you can see results from the report in Insights, regardless of whether the utility ran manually or as a task that ran from within Insights.

Important

The steps in this procedure assume that you have read and understood the following information before you attempt to do any upgrade-related actions by using Red Hat Insights:

Prerequisites

Before you run the pre-upgrade analysis task, ensure the following prerequisites are met:

  • Your systems are eligible for an in-place upgrade. For more information, see the in-place upgrade documentation for system requirements and limitations.

  • Your RHEL systems are connected to Insights by using the remote host configuration solution to run tasks and remediation plans from within the Insights UI.

  • You are logged in to the Red Hat Hybrid Cloud Console as a user with the Tasks administrator role assigned.
Note

All members of the Default admin access group have Tasks administrator access. If you are not a member of a User Access group with this role, you will not be permitted to see tasks on the Tasks page. For more information about User Access, including how to request more access to Insights features, see User Access Configuration Guide for Role-based Access Control (RBAC)].

6.1. Running the pre-upgrade analysis task
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Red Hat Insights provides built-in task playbooks to help you prepare your Red Hat Enterprise Linux systems for upgrades. Tasks are available to analyze selected Red Hat Enterprise Linux systems in your organization and identify required actions that must be completed before you start to upgrade those systems.

Use the following procedure to run the pre-upgrade analysis task to check the readiness of your systems for upgrading from RHEL version 8 to 9.

Prerequisites

  • You are logged in to the Red Hat Hybrid Cloud Console.
  • You are a member of a User Access group with the Tasks administrator role.

Procedure

  1. Navigate to Automation Toolkit > Tasks.
  2. In the list of available tasks presented, find the task titled Pre-upgrade analysis for in-place upgrade from RHEL 8, and click the name to open the details.

  3. Review the task-specific prerequisites shown in the brief description of the task, and take the required actions to ensure they are met.

    Tip

    You can view further details of the pre-upgrade analysis utility task by clicking Download preview of playbook.

  4. Eligible systems are listed on the task details page. Select the systems you want to run the task on.
  5. Click Run task. The task runs on the selected systems.

Result

A pop-up message confirms the task’s success or failure. Click View progress to go to the task activity details page, where you can see how the task is progressing on each of your selected systems and alerts requiring attention.

Important

A status of Completed indicates that the task ran successfully, but does not necessarily mean that the task achieved its intended goal.

Verification

Use the following steps to check the progress of the task and to verify that it ran successfully:

  1. If you missed the pop-up message with the View progress link, navigate to Automation Toolkit > Tasks > Activity to see the status of all the tasks you have run, including those in progress.
  2. Tasks are in chronological order, ordered by the most recent run date and time. Use the search, filter, and sort features to find the task you just ran.
  3. Click the task to open the activity details.

  4. Review the Status column to check whether there are any alerts or messages to resolve for your systems.

    • To see the full details of a message or alert, click the Show more caret icon beside the system name, as outlined in the following screen capture:

A screen capture showing how to expand the caret icon to view the full status message of the task that ran on the selected system.

6.2. Reviewing the pre-upgrade analysis task report
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After running the pre-upgrade analysis task on your systems, review the detailed results and take the required actions that Red Hat Insights recommends.

Prerequisites

  • You are logged in to the Red Hat Hybrid Cloud Console.
  • You are a member of a User Access group that has the Tasks administrator role.

Procedure

  1. Navigate to Automation Toolkit > Tasks > Activity to see the status of all the tasks you have run, including those in progress.
  2. Tasks are in chronological order, by the most recent run date and time. Use the search, filter, and sort features to find the pre-upgrade analysis task you just ran.
  3. Click the task name to open the activity details.

  4. Review the Status column to check whether there are any alerts or messages to resolve for your systems.

    • Alerts are indicated in the table by the red High risk tag.
    • Warnings are indicated in the table by the orange-coloured Low risk tag.

    • Informational messages are indicated in the table by the blue-coloured Info tag.

      Important

      Some alerts are classified as official inhibitors, and you cannot proceed with the upgrade until these are remediated. Some items in the table are lower in severity and are informative messages that do not require remediation for the upgrade to proceed.

  5. Expand the full details of a message or alert by clicking the Show more caret icon beside the system name, as outlined in the following screen capture:

    A screen capture showing the activity of a task with upgrade-inhibiting issues in the task report

  6. If the activity report has high-risk upgrade-inhibiting alerts, take the required actions to resolve them on your systems, and then re-run the pre-upgrade task to assess the impact of your remediation efforts.
  7. Review the rest of the report thoroughly and take the required actions.

6.3. Viewing upgrade-inhibiting recommendations
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After running the pre-upgrade analysis task or manually running the Leapp tool on individual systems, you can view a list of recommendations for upgrade-inhibiting issues in your RHEL infrastructure.

For pre-upgrade recommendations, Red Hat Insights provides the following information:

  • Recommendation details
  • Affected-system information
  • Total risk and impact insights
  • Risk to system availability during resolution actions

Prerequisites

You are logged in to the Red Hat Hybrid Cloud Console.

Note

By default, all Insights users can view the list of in-place upgrade recommendations.

Procedure

  1. Go to Red Hat Insights > Operations > Advisor > Topics > In-place upgrade to view recommendations affecting the success of in-place upgrades.

    Note

    The in-place upgrade recommendations list only shows recommendations that Red Hat Insights has identified as upgrade inhibitors. You can see all in-place upgrade recommendations, including non-inhibitors, in the detailed view of each executed task.

6.4. Remediating upgrade-inhibiting recommendations
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You can use the in-place upgrade recommendations list as a basis for remediating upgrade-inhibiting issues on systems in your infrastructure.

Some recommendations have a playbook available for automating the execution of remediations directly from the Insights for Red Hat Enterprise Linux UI. However, some recommendations require manual resolutions, the steps of which are customized for the system and recommendation pair, and are provided with the recommendation. You can tell which recommendations have playbooks available by viewing the Remediation type column in the recommendations table.

  • To find the recommendations that have playbooks available to execute, use the filter and sort options at the top of the table to narrow down the list.

    • Filter: Use the search bar or select a specific item from the dropdown menu.
    • Sort: Click the Remediation type column header to sort the recommendations by Manual or Playbook types.

For more information about Insights remediations, see the Red Hat Insights Remediations Guide.

Automate the remediation of upgrade-inhibiting recommendations by creating a remediation plan in Red Hat Insights. Insights generates an Ansible Playbook to execute the necessary actions on selected systems.

Use the following procedure to locate inhibitor issues and select recommendations and systems for remediation.

Prerequisites

  • You are logged in to the Red Hat Hybrid Cloud Console.
  • You are a member of a User Access group with the Tasks administrator role.

Procedure

  1. Navigate to Operations > Advisor > Topics > In-place upgrade. A table lists the recommended remediations affecting in-place upgrades.

  2. Narrow the recommendations list using the table’s filter and sort options:

    1. Filter: Use the search bar or select an item from the dropdown menu.
    2. Sort: Click column headers, for example, Name, Remediation type, Systems, or Total risk.

  3. Choose a recommendation with a Remediation type of Playbook.

    Note

    Recommendations with playbooks are identified by the Remediation type column.

  4. For each recommendation with an available playbook:

    1. Click the recommendation to view details and affected systems.
    2. Check the box next to each system you want to add to the playbook, and then click Plan remediation.
    3. In the pop-up, select Create a new playbook and enter a name, then click Next.
    4. Optional: Alternatively, select the option to add the resolution for the selected systems to an existing playbook in your organization.
    5. Review the included systems and click Next.

    6. Review the included recommendation. You can click the caret next to the recommendation name to see included systems.

      Important

      If the issue or risk requires a reboot, all systems in the remediation plan will automatically reboot. To manually reboot after plan execution, toggle the Auto-reboot button.

    7. Click Submit. The final pop-up view confirms that the playbook was created successfully. You can select to return to the application or open the playbook.
  5. Find and open the playbook in Automation Toolkit > Remediation Plans.
  6. The playbook includes a list of actions. Select the actions to execute by checking the box next to each one.
  7. Click Execute playbook to run the playbook on the specified systems.
  8. When prompted, click Execute playbook on systems. The playbook runs on those systems.

Some issues cannot be addressed by creating and executing a remediation plan in Insights. Instead, they require manual actions or intervention. For example, you can remediate upgrade-inhibiting recommendations by manually applying resolution steps on affected systems.

The following procedure outlines how to determine the resolution steps for a system that Insights recommends you manually remediate.

Prerequisites

  • You are logged into the Red Hat Hybrid Cloud Console.

Procedure

  1. Navigate to Operations > Advisor > Topics > In-place upgrade to view recommendations affecting the success of in-place upgrades.
  2. Use the search and filtering function in the table to sort the items by Remediation type.
  3. Choose a recommendation with the word "Manual" in the Remediation type column, which indicates that the issue requires manual remediation.
  4. Click the recommendation name. The full details of the recommendation are displayed, along with a list of impacted systems on the lower part of the page.

  5. For each impacted system:

    1. Expand the caret icon to view the steps to resolve the recommendation.
    2. Complete the recommended actions directly on the system.
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