Upgrade a Splunk SOAR (On-premises) instance

Follow these steps to upgrade your unprivileged Splunk SOAR (On-premises) instance, or to convert and upgrade your existing, privileged Splunk SOAR (On-premises) instance to an unprivileged instance. Use these steps even if your unprivileged Splunk SOAR (On-premises) instance has limited access to the internet. The installation TAR file contains everything needed to complete this upgrade.

CAUTION: The same TAR file is used for install and upgrade processes. The file detects the presence of SOAR and installs or upgrades accordingly.

Note: If you have already downloaded and extracted the installer package to migrate your privileged instance to unprivileged, you can move straight to step 10 and run the install script.

Read Splunk SOAR (On-premises) upgrade overview and prerequisites.
Prepare your system for upgrade. See Prepare your Splunk SOAR (On-premises) deployment for upgrade.
Restart the operating system if you did not recently restart it as part of the preparations in Step 2.
This step is required to ensure that the upgrade completes successfully and efficiently.
As the root user:
```
reboot
```
Conditional: If you plan to add IPv6 support for Splunk SOAR (On-premises) verify that your operating system has IPv6 active.
As the root user:
```
sysctl net.ipv6.conf.all.disable_ipv6
```
If this command returns anything other than 0 IPv6 support is not enabled on your system.
After the system restarts, log in to the operating system as the user that owns Splunk SOAR (On-premises). Do not perform the upgrade as the root user.
Download the unprivileged installer from the Splunk SOAR site. The unprivileged installer prepackages its dependencies and can be installed on systems that cannot reach out to the internet.
The unprivileged installer is named in the format splunk_soar-unpriv-<major>.<minor>.<patch>.<build>-<commit_short_sha>-<os>-x86_64.tgz.
Conditional: If you have previously upgraded this instance of Splunk SOAR (On-premises), you may still have a directory at <$PHANTOM_HOME>/splunk-soar. If that is true, remove that directory.
```
rm -rf <$PHANTOM_HOME>/splunk-soar
```
Extract the TAR file you downloaded into the Splunk SOAR (On-premises) installation directory.
```
tar -xvf <installer>.tgz -C <$PHANTOM_HOME>
```
Make sure that that your current installation of Splunk SOAR (On-premises) is running.
```
<$PHANTOM_HOME>/bin/start_phantom.sh
```
Change directory to the <$PHANTOM_HOME>/splunk-soar directory.
```
cd <$PHANTOM_HOME>/splunk-soar
```
Conditional: If you are adding IPv6 support during your upgrade, you must run the soar-prepare-system script before you upgrade to activate port forwarding for IPv6.
```
./soar-prepare-system --port-forward
```
The installer package you extracted creates a file called soar-install in the <$PHANTOM_HOME>/splunk-soar directory. Run that script.
```
./soar-install --upgrade --with-apps
```
- Conditional: If you extracted the installation TAR file to a different directory than <$PHANTOM_HOME>/splunk-soar, you must supply the path to your Splunk SOAR (On-premises) installation to the installation script.
```
<path/to/extracted/TAR file>/soar-install --splunk-soar-home <path/to/$PHANTOM_HOME> --upgrade --with-apps
```
  Note: You can see the full list of arguments for the soar-install script by using the --help option.
Verify that upgrade is complete by logging in to the Splunk SOAR (On-premises)'s web-based user interface.
Note: If your Splunk SOAR (On-premises) deployment uses an external PostgreSQL database, skip the following steps. When you upgrade to the 6.2.0 or higher release Splunk SOAR (On-premises)'s local PostgreSQL is upgraded from 11.19 to 15.3. Additional manual steps are required to make sure the local PostgreSQL database runs with the best performance. These steps may add significant time to your upgrade.
Remove the PostgreSQL 11 database from Splunk SOAR (On-premises). You may move them to long term storage or delete them.
```
rm -rf <$PHANTOM_HOME>/data/db.old
```
Optimize Splunk SOAR (On-premises)'s PostgresSQL 15 database so that it gives the best possible performance.
1. Open a database management shell.
```
phenv python -m manage dbshell 
```
2. Run this pgsql query.
```
VACUUM (VERBOSE, ANALYZE); 
```
3. Once the query is complete, close the database management shell.
```
\q
```
After your Splunk SOAR (On-premises) upgrade is complete, remove installation package by deleting the <$PHANTOM_HOME>/splunk-soar directory.
```
rm -rf <$PHANTOM_HOME>/splunk-soar
```

Documentation

Upgrade a Splunk SOAR (On-premises) instance