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release_handler - Unpacking and Installation of Release Packages

Application Upgrade/Downgrade

       The following functions can be used to test upgrade and downgrade  of  single  applications  (instead  of
       upgrading/downgrading an entire release). A script corresponding to the instructions in the relup file is
       created  on-the-fly,  based on the .appup file for the application, and evaluated exactly in the same way
       as release_handler does.

   Warning:
       These functions are primarily intended for simplified testing of .appup files. They are  not  run  within
       the  context  of  the  release_handler  process.  They  must therefore not be used together with calls to
       install_release/1,2, as this causes the release_handler to end up in an inconsistent state.

       No persistent information is updated, so these functions can be used on any Erlang node, embedded or not.
       Also, using these functions does not affect which code is loaded if there is a reboot.

       If the upgrade or downgrade fails, the application can end up in an inconsistent state.

Description

       The  releasehandler process belongs to the SASL application, which is responsible for releasehandling,
       that is, unpacking, installation, and removal of release packages.

       An introduction to release handling and an example  is  provided  in  OTP  Design  Principles  in  SystemDocumentation.

       A releasepackage is a compressed tar file containing code for a certain version of a release, created by
       calling  systools:make_tar/1,2.  The  release package is to be located in the $ROOT/releases directory of
       the previous version of the release, where $ROOT is the  installation  root  directory,  code:root_dir().
       Another releases directory can be specified using the SASL configuration parameter releases_dir or the OS
       environment  variable RELDIR. The release handler must have write access to this directory to install the
       new release. The persistent state of the release handler is stored there in a file called RELEASES.

       A release package is always to contain:

         * A release resource file, Name.rel

         * A boot script, Name.boot

       The .rel file contains information about the release: its name, version, and which ERTS  and  application
       versions it uses.

       A release package can also contain:

         * A release upgrade file, relup

         * A system configuration file, sys.config

         * A system configuration source file, sys.config.src

       The  relup  file  contains  instructions  for  how  to upgrade to, or downgrade from, this version of the
       release.

       The release package can be unpacked, which extracts the files. An unpacked release can be installed.  The
       currently  used  version  of  the  release  is  then  upgraded  or downgraded to the specified version by
       evaluating the instructions in the relup file. An installed release  can  be  made  permanent.  Only  one
       permanent  release  can  exist  in  the  system,  and this release is used if the system is restarted. An
       installed release, except the permanent one, can be  removed.  When  a  release  is  removed,  all  files
       belonging to that release only are deleted.

       Each release version has a status, which can be unpacked, current, permanent, or old. There is always one
       latest  release,  which either has status permanent (normal case) or current (installed, but not yet made
       permanent). The meaning of the status values are illustrated in the following table:

               Status     Action                NextStatus
               -------------------------------------------
               -          unpack                unpacked
               unpacked   install               current
                          remove                -
               current    make_permanent        permanent
                          install other         old
                          remove                -
               permanent  make other permanent  old
                          install               permanent
               old        reboot_old            permanent
                          install               current
                          remove                -

       The release handler process is a locally registered process on each node. When a release is installed  in
       a  distributed  system,  the release handler on each node must be called. The release installation can be
       synchronized between nodes. From an operator view, it can be unsatisfactory to specify each node. The aim
       is to install one release package in the system, no matter how many nodes there are.  It  is  recommended
       that  software  management functions are written that take care of this problem. Such a function can have
       knowledge of the system architecture, so it can contact each individual release handler  to  install  the
       package.

       For  release handling to work properly, the runtime system must know which release it is running. It must
       also be able to change (in runtime) which boot script and system configuration file are to be used if the
       system is restarted. This is taken care of automatically if Erlang is started as an embedded system. Read
       about this in Embedded System in SystemDocumentation.  In  this  case,  the  system  configuration  file
       sys.config is mandatory.

       The  installation  of a new release can restart the system. Which program to use is specified by the SASL
       configuration parameter start_prg, which defaults to $ROOT/bin/start.

       The emulator restart on Windows NT expects that the system is started using  the  erlsrv  program  (as  a
       service).  Furthermore,  the  release  handler  expects that the service is named NodeName_Release, where
       NodeName is the first part of the Erlang node name (up to, but not including the "@") and Release is  the
       current  release  version.  The  release handler furthermore expects that a program like start_erl.exe is
       specified as "machine" to erlsrv. During upgrading with restart, a new service is registered and started.
       The new service is set to automatic and the  old  service  is  removed  when  the  new  release  is  made
       permanent.

       The  release  handler  at  a node running on a diskless machine, or with a read-only file system, must be
       configured accordingly using the following SASL configuration parameters (for details, see sasl(7)):

         masters:
           This node uses some master nodes to store and fetch release information. All  master  nodes  must  be
           operational whenever release information is written by this node.

         client_directory:
           The client_directory in the directory structure of the master nodes must be specified.

         static_emulator:
           This  parameter  specifies  if the Erlang emulator is statically installed at the client node. A node
           with a static emulator cannot dynamically switch to a new  emulator,  as  the  executable  files  are
           statically written into memory.

       The release handler can also be used to unpack and install release packages when not running Erlang as an
       embedded  system.  However,  in  this  case  the  user  must somehow ensure that correct boot scripts and
       configuration files are used if the system must be restarted.

       Functions are provided for using another  file  structure  than  the  structure  defined  in  OTP.  These
       functions can be used to test a release upgrade locally.

Exports

upgrade_app(App,Dir)->{ok,Unpurged}|restart_emulator|{error,Reason}

              Types:

                 App = atom()
                 Dir = string()
                 Unpurged = [Module]
                  Module = atom()
                 Reason = term()

              Upgrades an application App from the current version to a new version located in Dir according  to
              the .appup file.

              App  is  the  name  of the application, which must be started. Dir is the new library directory of
              App. The corresponding modules as well as the .app and  .appup  files  are  to  be  located  under
              Dir/ebin.

              The function looks in the .appup file and tries to find an upgrade script from the current version
              of  the  application  using  upgrade_script/2. This script is evaluated using eval_appup_script/4,
              exactly in the same way as install_release/1,2 does.

              Returns one of the following:

                * {ok,Unpurged} if evaluating the script is successful, where Unpurged is a  list  of  unpurged
                  modules

                * restart_emulator if this instruction is encountered in the script

                * {error,Reason} if an error occurred when finding or evaluating the script

              If   the   restart_new_emulator   instruction  is  found  in  the  script,  upgrade_app/2  returns
              {error,restart_new_emulator}. This because restart_new_emulator requires  a  new  version  of  the
              emulator  to  be started before the rest of the upgrade instructions can be executed, and this can
              only be done by install_release/1,2.

       downgrade_app(App,Dir)->downgrade_app(App,OldVsn,Dir)->{ok,Unpurged}|restart_emulator|{error,Reason}

              Types:

                 App = atom()
                 Dir = OldVsn = string()
                 Unpurged = [Module]
                  Module = atom()
                 Reason = term()

              Downgrades an application App from the current version to a previous version OldVsn located in Dir
              according to the .appup file.

              App is the name of the application, which must be started.  OldVsn  is  the  previous  application
              version  and  can be omitted if Dir is of the format "App-OldVsn". Dir is the library directory of
              the previous version of App. The corresponding modules and the old .app file  are  to  be  located
              under  Dir/ebin.  The  .appup  file  is to be located in the ebin directory of the current library
              directory of the application (code:lib_dir(App)).

              The function looks in the .appup file and tries to find a downgrade script to the previous version
              of the application using downgrade_script/3. This script is evaluated  using  eval_appup_script/4,
              exactly in the same way as install_release/1,2 does.

              Returns one of the following:

                * {ok,Unpurged}  if  evaluating the script is successful, where Unpurged is a list of unpurged
                  modules

                * restart_emulator if this instruction is encountered in the script

                * {error,Reason} if an error occurred when finding or evaluating the script

       upgrade_script(App,Dir)->{ok,NewVsn,Script}

              Types:

                 App = atom()
                 Dir = string()
                 NewVsn = string()
                 Script = Instructions

              Tries to find an application upgrade script for App from the current  version  to  a  new  version
              located in Dir.

              The  upgrade  script  can  then  be  evaluated using eval_appup_script/4. It is recommended to use
              upgrade_app/2 instead, but this function (upgrade_script) is useful to inspect the contents of the
              script.

              App is the name of the application, which must be started. Dir is the  new  library  directory  of
              App.  The  corresponding  modules  as  well  as  the .app and .appup files are to be located under
              Dir/ebin.

              The function looks in the .appup file and tries  to  find  an  upgrade  script  from  the  current
              application  version.  High-level  instructions  are  translated  to  low-level  instructions. The
              instructions are sorted in the same manner as when generating a relup file.

              Returns {ok,NewVsn,Script} if successful, where NewVsn  is  the  new  application  version.  For
              details about Script, see appup(5).

              Failure: If a script cannot be found, the function fails with an appropriate error reason.

       downgrade_script(App,OldVsn,Dir)->{ok,Script}

              Types:

                 App = atom()
                 OldVsn = Dir = string()
                 Script = Instructions

              Tries  to  find  an  application  downgrade  script for App from the current version to a previous
              version OldVsn located in Dir.

              The downgrade script can then be evaluated using eval_appup_script/4. It  is  recommended  to  use
              downgrade_app/2,3  instead, but this function (downgrade_script) is useful to inspect the contents
              of the script.

              App is the name of the application, which must be started. Dir is the previous  library  directory
              of  App.  The  corresponding  modules  and the old .app file are to be located under Dir/ebin. The
              .appup file is to be located in the ebin  directory  of  the  current  library  directory  of  the
              application (code:lib_dir(App)).

              The  function  looks  in  the  .appup  file  and tries to find a downgrade script from the current
              application version.  High-level  instructions  are  translated  to  low-level  instructions.  The
              instructions are sorted in the same manner as when generating a relup file.

              Returns {ok,Script} if successful. For details about Script, see appup(5).

              Failure: If a script cannot be found, the function fails with an appropriate error reason.

       eval_appup_script(App,ToVsn,ToDir,Script)->{ok,Unpurged}|restart_emulator|{error,Reason}

              Types:

                 App = atom()
                 ToVsn = ToDir = string()
                 Script
                   See upgrade_script/2, downgrade_script/3
                 Unpurged = [Module]
                  Module = atom()
                 Reason = term()

              Evaluates   an   application   upgrade  or  downgrade  script  Script,  the  result  from  calling
              upgrade_script/2 or downgrade_script/3, exactly in the same way as install_release/1,2 does.

              App is the name  of  the  application,  which  must  be  started.  ToVsn  is  the  version  to  be
              upgraded/downgraded  to,  and  ToDir  is  the library directory of this version. The corresponding
              modules as well as the .app and .appup files are to be located under Dir/ebin.

              Returns one of the following:

                * {ok,Unpurged} if evaluating the script is successful, where Unpurged is a  list  of  unpurged
                  modules

                * restart_emulator if this instruction is encountered in the script

                * {error,Reason} if an error occurred when finding or evaluating the script

              If  the  restart_new_emulator  instruction  is  found  in  the script, eval_appup_script/4 returns
              {error,restart_new_emulator}. This because restart_new_emulator requires  a  new  version  of  the
              emulator  to  be started before the rest of the upgrade instructions can be executed, and this can
              only be done by install_release/1,2.

Name

       release_handler - Unpacking and Installation of Release Packages

See Also

       OTP Design Principles, config(5), rel(5), relup(5), script(5), sys(3erl), systools(3erl)

Ericsson AB                                        sasl 4.1.1                              release_handler(3erl)

Typical Error Reasons

{bad_masters,Masters}:
           The master nodes Masters are not alive.

         {bad_rel_file,File}:
           Specified .rel file File cannot be read or does not contain a single term.

         {bad_rel_data,Data}:
           Specified .rel file does not contain a recognized release specification, but another term Data.

         {bad_relup_file,File}:
           Specified relup file Relup contains bad data.

         {cannot_extract_file,Name,Reason}:
           Problems when extracting from a tar file, erl_tar:extract/2 returned {error,{Name,Reason}}.

         {existing_release,Vsn}:
           Specified release version Vsn is already in use.

         {Master,Reason,When}:
           Some operation, indicated by the term When, failed on the master node Master with the specified error
           reason Reason.

         {no_matching_relup,Vsn,CurrentVsn}:
           Cannot find a script for upgrading/downgrading between CurrentVsn and Vsn.

         {no_such_directory,Path}:
           The directory Pathdoes not exist.

         {no_such_file,Path}:
           The path Path (file or directory) does not exist.

         {no_such_file,{Master,Path}}:
           The path Path (file or directory) does not exist at the master node Master.

         {no_such_release,Vsn}:
           The specified release version Vsn does not exist.

         {not_a_directory,Path}:
           Path exists but is not a directory.

         {Posix,File}:
           Some file operation failed for File. Posix is an atom named from  the  Posix  error  codes,  such  as
           enoent, eacces, or eisdir. See file(3erl) in Kernel.

         Posix:
           Some file operation failed, as for the previous item in the list.

See Also