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docs: improve upgrade path guidance
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jkirschner-hashicorp committed Apr 7, 2023
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80 changes: 38 additions & 42 deletions website/content/docs/upgrading/instructions/index.mdx
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This document is intended to help users who find themselves many versions behind to upgrade safely.

## Upgrade Path

Our recommended upgrade path is to move through the following sequence of versions:

- 0.8.5 (final 0.8.x)
- 1.2.4 (final 1.2.x)
- 1.6.10 (final 1.6.x)
- 1.8.19 (final 1.8.x)
- 1.10.12 (final 1.10.x)
- Latest 1.12.x
- Latest 1.13.x ([at least 1.13.1](/consul/docs/upgrading/upgrade-specific#service-mesh-compatibility))
- Latest 1.14.x

## Getting Started

To get instructions for your upgrade, follow the instructions given below for
your _currently installed_ release series until you are on the latest current version.
The upgrade guides will mention notable changes and link to relevant changelogs –
we recommend reviewing the changelog for versions between the one you are on and the
one you are upgrading to at each step to familiarize yourself with changes.

Select your _currently installed_ release series:
- 1.13.x: work upwards from [1.14 upgrade notes](/consul/docs/upgrading/upgrade-specific#consul-1-14-x)
- 1.12.x: work upwards from [1.13 upgrade notes](/consul/docs/upgrading/upgrade-specific#consul-1-13-x)
- 1.11.x: work upwards from [1.12 upgrade notes](/consul/docs/upgrading/upgrade-specific#consul-1-12-0)
- 1.10.x: work upwards from [1.11 upgrade notes](/consul/docs/upgrading/upgrade-specific#consul-1-11-0)
- [1.9.x](/consul/docs/upgrading/instructions/upgrade-to-1-10-x)
- [1.8.x](/consul/docs/upgrading/instructions/upgrade-to-1-10-x)
- [1.7.x](/consul/docs/upgrading/instructions/upgrade-to-1-8-x)
- [1.6.x](/consul/docs/upgrading/instructions/upgrade-to-1-8-x)
- [1.5.x](/consul/docs/upgrading/instructions/upgrade-to-1-6-x)
- [1.4.x](/consul/docs/upgrading/instructions/upgrade-to-1-6-x)
- [1.3.x](/consul/docs/upgrading/instructions/upgrade-to-1-6-x)
- [1.2.x](/consul/docs/upgrading/instructions/upgrade-to-1-6-x)
- [1.1.x](/consul/docs/upgrading/instructions/upgrade-to-1-2-x)
- [1.0.x](/consul/docs/upgrading/instructions/upgrade-to-1-2-x)
- [0.9.x](/consul/docs/upgrading/instructions/upgrade-to-1-2-x)
- [0.8.x](/consul/docs/upgrading/instructions/upgrade-to-1-2-x)

If you are using <= 0.7.x, please contact support for assistance:
- OSS users without paid support plans can request help in our [Community Forum](https://discuss.hashicorp.com/c/consul/29)
- Enterprise and OSS users with paid support plans can contact [HashiCorp Support](https://support.hashicorp.com/)
## General Upgrade Path

Each upgrade should jump at most 2 major versions,
except where dedicated instructions are provided for a larger jump between specific versions.
If your upgrade path has no applicable dedicated instructions,
review the [version-specific upgrade details](/consul/docs/upgrading/upgrade-specific)
to plan your upgrade, starting from the next version and working
upwards to your target version.

For example, to upgrade from Consul 1.12 to Consul 1.15:
1. Upgrade to Consul 1.14 as an intermediate step.
To plan, review the upgrade details for
[1.13](/consul/docs/upgrading/upgrade-specific#consul-1-13-x) and
[1.14](/consul/docs/upgrading/upgrade-specific#consul-1-14-x).
2. Upgrade to Consul 1.15.
To plan, review the upgrade details for
[1.15](/consul/docs/upgrading/upgrade-specific#consul-1-15-x).

## Dedicated Instructions for Specific Upgrade Paths

The following table provides links to dedicated instructions
for directly upgrading from a version in the starting range
to a destination version.

| Starting Version Range | Destination Version | Upgrade Instructions |
| ---------------------- | ------------------- | -------------------- |
| 1.8.0 - 1.9.17 | 1.10.12 | Follow the [instructions for upgrading to final 1.10.x](/consul/docs/upgrading/instructions/upgrade-to-1-10-x) |
| 1.6.9 - 1.8.18 | 1.8.19 | Follow the [instructions for upgrading to final 1.8.x](/consul/docs/upgrading/instructions/upgrade-to-1-8-x) |
| 1.2.4 - 1.6.9 | 1.6.10 | Follow the [instructions for upgrading to final 1.6.x](/consul/docs/upgrading/instructions/upgrade-to-1-6-x) |
| 0.8.5 - 1.2.3 | 1.2.4 | Follow the [instructions for upgrading to final 1.2.x](/consul/docs/upgrading/instructions/upgrade-to-1-2-x) |

For example, to upgrade from Consul 1.3.1 to latest 1.12:
1. Upgrade to Consul 1.6.10 using the dedicated instructions
1. Upgrade to Consul 1.8.19 using the dedicated instructions
1. Upgrade to Consul 1.10.12 using the dedicated instructions
1. Upgrade to latest Consul 1.12.x after consulting the
[version-specific upgrade details](/consul/docs/upgrading/upgrade-specific)
for 1.11 and 1.12.
5 changes: 5 additions & 0 deletions website/content/docs/upgrading/upgrade-specific.mdx
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Expand Up @@ -515,6 +515,11 @@ to Consul 1.11.11 or later to avoid the breaking nature of that change.

### Licensing Changes <EnterpriseAlert inline />

You can only upgrade to Consul Enterprise 1.10 from a version of
Consul Enterprise 1.8 >= 1.8.13 or 1.9 >= 1.9.7. Other versions of
Consul Enterprise are not forward compatible with v1.10 and will
cause issues during the upgrade that could result in agents failing to start due to [changes in the way we manage licenses](/consul/docs/enterprise/license/faq).

Consul Enterprise 1.10 has removed temporary licensing capabilities from the binaries
found on https://releases.hashicorp.com. Servers will no longer load a license previously
set through the CLI or API. Instead the license must be present in the server's configuration
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