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Added some text to clarify the procedure (it now reads more like a step-by-step guide to upgrading).
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.. _upgrade-guidelines:
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==============
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How to Upgrade
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==============
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If you're doing an upgrade install (rather than a fresh install),
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there's two suggested approaches: either install Bro using the same
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installation prefix directory as before, or pick a new prefix and copy
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local customizations over.
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In the following we summarize general guidelines for upgrading, see
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the :ref:`release-notes` for version-specific information.
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Reusing Previous Install Prefix
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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If you choose to configure and install Bro with the same prefix
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directory as before, first stop all running Bro instances in your
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cluster (if using BroControl, issue the "broctl stop" command on the
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manager host). Next, make a backup of the Bro install prefix directory.
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During the upgrade, any file in the install prefix may be
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overwritten or removed, except for local customization of
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files in the ``$prefix/share/bro/site`` and ``$prefix/etc``
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directories (``$prefix`` indicating the root
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of where Bro was installed). Also, logs generated at run-time
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won't be touched by the upgrade.
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After upgrading, remember to check the ``$prefix/share/bro/site`` and
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``$prefix/etc`` directories for files with a file extension of ``.example``,
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which indicate that the distribution's version of the file differs from the
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local one, and therefore, may include local changes. Review the
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differences and make adjustments as necessary. Use the new version
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for differences that aren't a result of a local change.
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Finally, if using BroControl, then issue the "broctl deploy" command. This
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command will check for any policy script errors, install the new version
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of Bro to all machines in your cluster, and then it will start Bro.
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Using a New Install Prefix
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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To install the newer version in a different prefix directory than before,
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first stop all running Bro instances in your cluster (if using BroControl,
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then issue a "broctl stop" command on the manager host). Next,
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install the new version of Bro in a new directory.
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Next, copy local customization and configuration files
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from the ``$prefix/share/bro/site`` and ``$prefix/etc`` directories to the
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new location (``$prefix`` indicating the root of where Bro was originally
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installed). Review the files for differences
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before copying and make adjustments as necessary (use the new version for
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differences that aren't a result of a local change). Of particular note,
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the copied version of ``$prefix/etc/broctl.cfg`` is likely to need changes
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to any settings that specify a pathname.
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Finally, if using BroControl, then issue the "broctl deploy" command. This
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command will check for any policy script errors, install the new version
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of Bro to all machines in your cluster, and then it will start Bro.
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