Apply updates by using XenCenter

Apply updates to your XenServer 8 hosts and pools by using the latest version of XenCenter. The latest version of XenCenter is provided on the XenServer product downloads page.

To provide update notifications, XenCenter requires internet access. If your XenCenter is behind a firewall, ensure that it has access to the updates.ops.xenserver.com domain. To receive the updates, your XenServer hosts require internet access. If your hosts are behind a firewall, ensure that they have access to subdomains of ops.xenserver.com. For more information, see Connectivity requirements.

Complete the following steps to be able to update your XenServer pools:

1. Install the latest version of XenCenter.

2. Install or upgrade to XenServer 8.

3. Configure updates for your pool.

4. View available updates for your pool.

5. Apply updates to your pool.

6. Carry out the update tasks.

Configure updates for your pool

Before being able to apply updates to your XenServer hosts and pools, you must configure host updates by subscribing your pool or host to an update channel. These channels control how soon you can access updates that are made available in the content delivery network (CDN).

The two update channels are:

• Early Access - perfect for test environments
• Normal - recommended for production environments

After subscribing your pool to one of the update channels, your pool regularly and automatically synchronizes with the update channel. This action downloads all available updates to the pool coordinator. You can then apply all of the downloaded updates by using XenCenter. We expect you to consume all outstanding updates within six months of their release to remain in support.

Note:

Applying updates is only assured to work when the previous state of the pool is less than six months old. If you haven’t applied updates for more than six months, updating to the latest update level is not tested and might not work.

1. In XenCenter, on the Tools menu, select Configure Updates. Alternatively, go to the Updates section under your pool’s General tab and select Configure Updates or right-click on your pool and select Updates > Configure Updates. The Configure Server Updates window opens.

2. On the XenServer 8 tab, select the pools or hosts that you want to configure.

3. Under Update Channel, specify how soon you want to access updates. Your pool or host can be subscribed to one of the following update channels:

   • Early Access
   • Normal

4. Under Synchronization Schedule, select how often you want your XenServer pool to synchronize with the update channel. This can be daily, or weekly on a certain day of the week.

   Note:

   • After synchronizing, apply the updates to your pool as soon as possible to benefit from the latest updates.

   • If you designate a new pool coordinator after synchronizing but before applying updates to the hosts in the pool, you must synchronize again with the new pool coordinator before you can update the pool.

   • Do not synchronize your XenServer pool while the pool is in the process of being updated.

5. (Optional) Under Proxy Server, specify a proxy to use when synchronizing with the update channel. This proxy server is used for communication between the host and the public CDN.

6. Click Apply to apply the configuration changes to your XenServer pool and then repeat the above steps to configure updates for the rest of your XenServer pools.

7. If you are happy with the configuration changes to your pools, click OK to save your changes and close the Configure Server Updates window. When you first set up your host or pool with an update channel (or if you later change your host or pool to synchronize with a different update channel), you are asked if you want to synchronize your host or pool with the update channel immediately. In the dialog box that opens, select Yes, Synchronize if you want to synchronize your host or pool with the update channel immediately.

   

8. As soon as your pool synchronizes with the update channel, apply the downloaded updates to your pool by using the Install Updates wizard. For more information, see Apply updates to your pool.

After configuring your XenServer pool, you can find information about the update channel that your pool is subscribed to and the last time your pool synchronized with the update channel in the Updates section under your pool’s General tab in XenCenter. You can also find information about the last time your host was updated in the Updates section under your host’s General tab.

View available updates for your pool

XenCenter issues notifications about available updates for your hosts and pools under the Updates tabs in the Notifications view. The Updates tabs are split into XenServer 8 updates and Citrix Hypervisor updates.

The XenServer 8 Updates tab refreshes when your XenServer 8 hosts and pools synchronize with the update channel. The frequency of this refresh depends on the synchronization schedule that you have set up for your pool (either daily, or weekly on a certain day of the week).

To see the latest available updates for your pool, synchronize your XenServer pool with the update channel. You can do this from the following places:

• In the By Server view of the Updates tab, you can choose to Synchronize All to synchronize all pools managed by XenCenter or Synchronize Selected to synchronize the selected pools.
• Alternatively, go to the Updates section under your pool’s General tab and select Synchronize Now or right-click on your pool and select Updates > Synchronize Now.

You can then review all updates available for your XenServer 8 pools. The types of updates are:

• Security fixes
• Bug fixes
• Improvements
• New features
• Preview features

• Foundational changes

  Note:

  Foundational changes are non-customer visible groundwork changes to maintain and improve the product.

In the main panel, use the View option to choose whether the updates are displayed By Server or By Update.

By server

Updates are grouped by host and type of update.

You can filter the update information by server. Select an update and hover over it to view detailed information about the update.

To view this information about your available updates offline, select Export All to export the information as a .md file. The contents of the .md file are grouped by pool and then host. For each host, the file lists the following information:

• Any update tasks for this host or its VMs. For more information about mandatory, recommended, and full effectiveness tasks, see Update tasks.
• Updates grouped by update type
  • The update name
  • A description of the update
• A list of the RPMs to be updated on the host

By update

All updates are listed chronologically in order of release.

You can filter the update information by the server it can be applied to, by the update type, and by any update tasks that apply to it. Select an update and hover over it to view detailed information about the update.

To view this information about your available updates offline, select Export All to export the information as a .csv file. The .csv file contains the following information:

• The update type
• The update name
• The servers that this update can be applied to
• The mandatory, recommended, and full effectiveness tasks

For more information about mandatory, recommended, and full effectiveness tasks, see Update tasks.

• To apply the updates to your hosts or pools, select Install Updates to open the Install Updates wizard. For more information, see the following section Apply updates to your pool.

Apply updates to your pool

The update installation mechanism in XenCenter applies the updates to your hosts and pools using the Install Updates wizard. During the process, XenCenter automatically works out the least impactful action required after applying all available updates. The Install Updates wizard automatically performs these steps:

1. If required, it migrates VMs off each host.
2. If required, it places the host in Maintenance mode.
3. It applies the updates.
4. If required, it runs any necessary update tasks such as rebooting the host, restarting the toolstack, or rebooting the VMs.
5. It migrates the VMs back to the updated host.

Any actions that are taken at the pre-check stage to enable the updates to be applied, such as turning off high availability, are reverted.

Before you start

Before you apply an update to your servers, pay careful attention to the following:

• Back up all your servers
• Ensure that High Availability (HA) is not enabled on any pool where you intend to apply updates.
• Ensure that you are logged in to XenCenter as a Pool Administrator or Pool Operator, or using a local root account.

Install updates

The following section provides step-by-step instructions on applying updates using the Install Updates wizard:

1. From the XenCenter menu, select Tools and then Install Updates.

   

2. In the Install Updates wizard, select XenServer 8 and review the information on the Before You Start page. Click Next to continue.

3. Select Automated updates. Click Next.

4. Select your XenServer pools or hosts that you want to update. Click Next to progress to the next wizard page and begin pre-checks.

5. The wizard performs several pre-checks to verify that the updates can be applied on your host or pool. For example, you must have synchronized your host or pool with the update channel within the past week.

   Follow the on-screen recommendations to resolve any pre-checks that have failed. If you prefer XenCenter to automatically resolve all failed pre-checks, select Resolve All. When the prechecks have been resolved, select Next to continue.

   Notes:

   • If the update process cannot complete for any reason, XenCenter halts the process. This halt allows you to fix the issue and resume the update process by clicking the Retry button.
   • If you select Cancel at this stage, the Install Updates wizard reverts any changes.

6. After updates are applied, some update tasks (such as rebooting your hosts) might be required. On the Update Mode page, select the level of update tasks that you want XenCenter to automatically carry out (such as restarting your hosts) after applying updates to your pool. By default, XenCenter chooses the recommended level of update tasks. Mandatory tasks cannot be deselected and XenCenter performs these tasks automatically.

   The mandatory, recommended, and full effectiveness update tasks are listed under Tasks. If there are no update tasks required, the page displays a note saying No action required. For more information about the different types of update tasks and the guidance levels provided by XenCenter, see Update tasks.

7. Click Install updates for XenCenter to begin installing updates for your host or pool.

8. The Install Updates wizard shows the progress of the update, displaying the major operations that XenCenter performs while updating each host in the pool. Click Finish to complete the updates and close the Install Updates wizard.

Update tasks

Some tasks (such as evacuating or rebooting your hosts) might be required before and after applying updates to your pool. Sometimes, there are no update tasks required.

Guidance categories

XenServer tries to minimize the disruption to your VMs that these update tasks might cause by categorizing the tasks into Mandatory, Recommended, Full-effectiveness, and Live patch. These categorizations enable you to judge whether an update task that might cause downtime or minor disruption for your hosts or VMs is necessary for your environment and risk profile.

Updates can have tasks listed in more than one of these categories. For example, an update might require that you restart the host to get the full-effectiveness of the update, but recommend restarting the toolstack to get most of the benefit of the update with less potential disruption to the pool.

During the update process, you can choose to carry out one of the following three levels of tasks:

1. Mandatory
2. Mandatory + Recommended
3. Mandatory + Recommended + Full-effectiveness

Mandatory

Mandatory tasks must be performed after an update otherwise the system might fail at runtime. These actions are required to enable critical fixes and ensure that your environment is secure and stable. When you apply updates, XenCenter performs these tasks. You cannot opt out of mandatory tasks.

Recommended

Recommended tasks are the tasks that we recommend you perform to get the benefit of the majority of features and fixes delivered in the updates. When you apply updates, these tasks are selected by default in XenCenter, but you can opt out of performing them. If you choose not to perform these tasks now, they are listed in the pending tasks for the applicable pool, host, or VM.

Why perform the recommended tasks:

• These tasks are the ones that ensure a secure, stable XenServer environment.

Why opt out of the recommended tasks:

• After reviewing the detailed information for the updates, you judge that the risk of not fully applying these updates now is acceptable.
• The recommended tasks cause unwanted disruption to your VMs now.

Full-effectiveness

Full effectiveness tasks are required to get the benefit of the related update. The updates that have full-effectiveness tasks associated with them are usually relevant only to users on certain hardware or using specific features.

Review the update information to understand whether these tasks are required for your environment. When you apply updates, these tasks are not selected by default in XenCenter, but you can choose to perform them during the update if you believe the update applies to your environment or configuration. If you choose not to perform these tasks now, they are listed in the pending tasks for the applicable pool, host, or VM.

Why perform the full-effectiveness tasks:

• The updates that have full-effectiveness tasks are relevant to your hardware, environment, or configuration.

Why remain opted out of the full-effectiveness tasks:

• The updates that have full-effectiveness guidance are not relevant to your hardware, environment, or configuration.
• The full-effectiveness tasks cause unwanted disruption to your VMs now.
• You do not need the benefits of these updates right now.

If the full-effectiveness tasks apply to your environment, but you have opted to defer them, plan to complete these tasks during a suitable maintenance window to maintain the stability of your environment.

Live patches

Updates to certain components can include a live patch. Whether a live patch can be applied to your hosts depends on the version of the component that was installed when the hosts were last rebooted. If an update can be applied as a live patch to your hosts, the live patch guidance replaces the recommended guidance.

Example:

You have two pools. Pool A is updated to a recent level. Pool B has not been updated for some time. We release a new update that has the recommended update task “Restart host” and the live patch update task “Restart toolstack”.

In pool A, the live patch can be applied to these more up-to-date hosts. XenCenter recommended guidance shows “Restart toolstack”. The less disruptive task from the live patch guidance overrides the recommended guidance.

In pool B, the live patch cannot be applied to the hosts as they are at an older level. XenCenter recommended guidance shows “Restart host”. The recommended guidance remains applicable. The live patch guidance is irrelevant in this case.

Sometimes only some of the fixes in an update are enabled when the update is applied as a live patch. Review the update details to understand whether you need all fixes in the update or just those fixes enabled by the live patch. You can then use this information to choose whether to perform the recommended tasks. For more information, see View available updates for your pool.

Update tasks

One or more of the following tasks might be required when applying an update. Any type of update task can be listed in any guidance category.

Update tasks for your host

You only ever carry this task out before applying updates and you sometimes carry it out as part of the ‘Reboot host’ task:

• Evacuate server: All VMs must be migrated off the XenServer host or shutdown before applying the update. To complete this task, XenCenter migrates any VMs off the host. While this task is in progress, the XenServer pool is operating at reduced capacity as one host is temporarily unavailable to run VMs.

The following tasks require actions on the updated host:

• Reboot server: The XenServer host must be restarted. To complete this task, XenCenter migrates any VMs off the host and restarts the host. While this task is in progress, the XenServer pool is operating at reduced capacity as one host is temporarily unavailable to run VMs.

• Restart toolstack: The toolstack on the host must be restarted. When XenCenter restarts the toolstack on the pool coordinator, XenCenter loses connection to the pool and automatically attempts to reconnect. On other pool members, there is no visible effect.

Update tasks for your VM

Some updates provide new features for your VMs. These updates might require the following tasks on your VMs:

• Reboot VM: The VM must be restarted. In XenCenter, while the VM is restarting it shows the red stop icon (square on red). When the task is complete, it shows the green play icon. During this time, the VM is unavailable to the end user.

• Restart device model: The device model for VMs on the updated host must be restarted. In XenCenter, while the device model is restarting the VM shows a yellow warning triangle. When the task is complete, it shows the green play icon. During this time you can’t stop, start, or migrate the VM. The end user of the VM might see a slight pause and resume in their session.

  For the restart device model action to be supported on a Windows VM, the VM must have the XenServer VM Tools for Windows installed.

Review update tasks before applying updates

These tasks are listed on the XenServer 8 Updates tab in the Notifications view. For more information, see View available updates for your pool.

View pending tasks

If you choose not to perform all tasks during an update, the pending tasks for each pool, host, or VM is shown in the XenCenter Infrastructure view.

In the General tab for the pool, host, or VM, see the Updates section.

Pool pending tasks

This section shows the pending tasks for all hosts in the pool.

It also shows a checksum that indicates the level that the current pool coordinator has synchronized to and checksums for each host that indicate the level of the updates installed. These checksums can provide useful information if you need to contact Technical Support.

Host pending tasks

This section shows the pending tasks for the XenServer host.

It also shows a checksum that indicates the level of the updates installed. This checksum can provide useful information if you need to contact Technical Support.

VM pending tasks

This section shows the pending tasks for a VM.