I have hit a problem with zones in relation to doing Solaris upgrades - I can’t 
do them currently. I have expended considerable effort in trying to be 
positioned to do upgrades but they do not work for me as currently implemented. 
I’ll provide a summary of my situation and then make suggestions as to what I 
think needs to be done to make upgrades work. Let me know how you see it.

Background:  I have production Solaris 10 Update 1 environments installed on 11 
servers that I want to upgrade to Update 2 (or 3 or …) to get the new zone 
features. It is not feasible to rebuild these servers each time an update with 
a desired new feature or improvement is released so upgrades must be able to be 
done. The number of installed non-global zones per server varies from none to a 
current maximum of 11 (expected to reach around 20 on my five E2900 servers). 
On each server with installed zones, the zone root filesystems are each 
configured on individual SAN LUNs (8 GB for sparse zones, 12 GB for whole root 
zones) to make sure there is enough operational space for /var logs, lightly 
used home directories, required open source software, etc. Zones with heavy 
home directory requirements also have a separately mounted LUN for /export/home 
and each zone has 1-to-n separate LUNs for application filesystems. All of the 
servers have Sun-branded Qlogic HBAs that use the Leadville driver for SAN 
attachment which makes sure the drivers are available in the DVD mini-root. 
MPXIO has been turned on to make sure there are multiple paths to the zone root 
LUNs so that there is redundant access in case of HBA failure. This environment 
works fine operationally and for patching.

The Problem: I have tried unsuccessfully to upgrade one of my lab servers that 
is configured with 2 zones and opened a case with support only to be told that 
because the DVD mini-root does not support MPXIO, upgrades cannot be done and 
that I need to open a RFE to get that fixed; Engineering also noted that a 
future release of Live Upgrade will include MPXIO support and that should 
resolve the issue. Not only did the upgrade not work but it left the server OS 
trashed because it had already done the global upgrade before failing because 
it wasn’t able to find the zone roots to finish the upgrade. The real problem 
is that the upgrade process cannot identify and mount the zone roots to do the 
upgrade and as a result, the upgrade fails. Although it superficially appears 
that this is due to MPXIO not being available in the mini-root, isn’t really an 
MPXIO issue but an issue of the zone roots being implemented on external LUNs. 
The same exact problem would exist if the zone roots are mounted on any 
external drive without MPXIO because the controller address of the mountpoint 
in the vfstab would be unlikely to match the controller address allocated by 
the mini-root, again causing the mounts to fail during an upgrade. Live Upgrade 
is not currently an option nor do I expect it to ever be an option (even with 
MPXIO support) both because of the way my zone roots are mounted and because my 
E2900 servers have only 2 internal drives which are mirrored for high 
availability leaving no place to do a Live Upgrade. 

I think this points to a more basic functional integration problem with doing 
upgrades that hasn’t been considered in the overall zone implementation design. 
The design seems to assume that all zone roots are implemented on an internal 
drive; in that scenario, there is no problem because the zone roots are always 
on a drive available and easily identified when booted from the DVD mini-root. 
That’s great in the lab or if there is a huge internal drive that can truly 
hold all zone roots. It would be great if the marketing myth that all zones can 
be tiny were true. Unfortunately, that doesn’t account for the need to run 
zones operationally with usefully sized space for /var, /export, and /opt. In 
my case, that would mean an internal drive capable of holding at least 200 GB 
for zone roots, plus swap, plus around another 12 GB for the global zone OS and 
/var. Even if that size drive were available, I wouldn’t want to use it because 
of much poorer performance for the zones than for those installed on individual 
drives/LUNs due to the drive latency and head position conflict issues of being 
on one single drive. 

I think of a couple of ways to handle upgrades that would solve my problem.

Fix Option 1: The fix needed for the upgrade process requires that the upgrade 
process be able to discover the location of each of the zone roots whether they 
are on internal or external drives and then mount them as part of the upgrade 
process. If a drive can be seen from the mini-root and zones have been 
implemented, the zone root(s) should be able to be discovered using data from 
the boot disk’s vfstab and some kind of probing procedure. At a minimum, LUNs 
visible from HBAs supported in the Leadville driver should be able to be 
discovered. The upgrade process must also be changed to make sure all of the 
filesystems needed for doing an upgrade are available before actually starting 
the upgrade - if not, the upgrade should be failed; that way the server would 
still be usable if, for example, not all of the zone roots were discovered. In 
addition, if some kind of tag is placed in a zone root to enable the upgrade 
discovery process, there should be a utility created to implement the tag in 
older zones which do not have them; this utility could be a prereq to 
performing an upgrade.  BTW, I think this would break Live Upgrade. 

Fix Option 2:  As an alternative suggestion that might not break Live Upgrade, 
I suggest that the upgrade process for zones be made a separate step that is 
done to each zone on first boot once the global zone is upgraded. In this case, 
it wouldn’t matter where the zone roots were mounted because the upgrade would 
only be done once the zone roots are mounted. I think this would at least 
require a new zone status but might be easier to accomplish than my first 
suggestion.

Thoughts?
 
 
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