Upgrade the Cortex XSOAR Server

Upgrading the Cortex XSOAR server including preparation, upgrade and post upgrade steps.
The installer automatically detects the existing configurations and applies them to the upgraded server.
If you are using a server with Elasticsearch for indicators only, you need to migrate all the data to Elasticsearch using the Migration Tool before upgrading.
You can upgrade multi-tenant deployments, including high availability or disaster recovery.
High Availability
) - When upgrading a high availability environment, you must stop the demisto service on all application servers prior to performing the upgrade. Rolling upgrades are not supported.
To purchase content packs or write reviews for content packs in the Marketplace, you need to obtain a new license. For more information, contact Customer Support.
  1. Prepare the Cortex XSOAR server for upgrade.
    1. Take a snapshot of the server.
    2. Back up your content by selecting
      Settings > About > Troubleshooting > Export
    3. Disable any external systems that push incidents to Cortex XSOAR, such as Splunk and Elasticsearch.
    4. Obtain a list of integrations that are in a failed state by running the
      command in the CLI. This is useful to compare after upgrade.
    5. Download the new installer and copy it to all the servers that will be upgraded.
      wget -O demisto.sh "<downloadLink>"
      You can use the original URL that was sent to you when installing Cortex XSOAR by adding
      to the URL. For example, for v6.1, type the following:
      If you do not have the original URL, open a Customer Support ticket and select the
      Download Link
      option. The link is then sent automatically.
      Cortex XSOAR uses the
      folder for installation. If the folder is blocked by policy, you need to specify a new directory or use
      directory by adding the
      argument to installation before any other flag. For example,
      sudo ./demisto.sh -target /var/tmp --multi-tenant
    6. Run the following command to allow the
      file to run as an executable file.
      chmod +x demisto.sh
  2. (
    Disaster Recovery and High Availability only
    ) Stop the Cortex XSOAR server.
    sudo service demisto stop
    If you are using backup servers for Disaster Recovery, first stop the primary server and then any backup servers.
    For High Availability, stop all app servers.
  3. Run the installer file.
    sudo ./demisto.sh
    For Disaster Recovery, run the installer on the secondary (backup) server. Once it is up and running, run the installer on the primary server.
    For High Availability, run the installer file on one app server to trigger the database upgrade. When available, log in to the app server. You can then upgrade any additional app servers.
  4. After the upgrade completes, do the following.
    1. Confirm the Cortex XSOAR server status is active by running the
      systemctl status demisto
      If the server is not active, run the
      systemctl start demisto
      command to start the server.
    2. Confirm the Docker service status is active by running the
      systemctl status docker
    3. Check that all custom content prior to upgrade appears.
    4. Check that all incidents prior to upgrade appear.
    5. Run the
      command to compare the results in step 1.3 and fix any failed instances.
    6. Ensure all integrations that were enabled prior to upgrade are available in the CLI/Playbooks.
    7. Upgrade any existing engines.
    8. Reattach out of the box Incident types (from Content Packs) to receive content updates.
      After upgrading from v6.0 and below, all installed incident types are in a Detached state, which means that updates from Content Packs do not affect the incident type configuration. If you want to receive content updates for detached incident types, reattach the incident type.
      When upgrading from v5.5 to v6.0 and above, migrate your content to content pack format to ensure that you receive content updates.
    9. Enable the external systems you disabled in step 1.2.

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