Recommendations before upgrading

Before you start the upgrade process:

• Read the MarkLogic documentation for details on upgrading MarkLogic.

• Have the latest version of Helm installed.

• Avoid using the --reuse-values option with the Helm upgrade to ensure the changes in the new values.yaml are merged into your release.

• Always use the values.yaml file using the -f option and avoid using the --set option while installing and upgrading the chart. This ensures your release has all the new values.

• Upgrade the bootstrap host in the MarkLogic StatefulSet before any other node in the cluster. Because of this, the OnDelete upgrade strategy is recommended over the RollingUpgrade strategy. See Update Strategies for more information on upgrade strategies.

• It is important to have a database backup in case of upgrade failure. See Backing Up and Restoring a Database.