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Update instructions for index upgrade in SolrCloud mode#4424

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rahulgoswami merged 2 commits into
apache:mainfrom
rahulgoswami:steps-for-solrcloud-indexupgrade
May 14, 2026
Merged

Update instructions for index upgrade in SolrCloud mode#4424
rahulgoswami merged 2 commits into
apache:mainfrom
rahulgoswami:steps-for-solrcloud-indexupgrade

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@rahulgoswami rahulgoswami commented May 13, 2026

https://issues.apache.org/jira/browse/SOLR-XXXXX

Description

UPGRADEINDEX CoreAdmin API briefly mentions a way to achieve the same goal (of index upgrade) in SolrCloud mode. This PR elaborates on an optimized way to do the same so that progress is preserved across restarts, without blocking external writes, just like with the API.

@rahulgoswami rahulgoswami requested a review from dsmiley May 13, 2026 07:15
@github-actions github-actions Bot added the documentation Improvements or additions to documentation label May 13, 2026
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@dsmiley Would appreciate a review here. If this looks good, would also like to cherry-pick to branch_9_11. Thanks!

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coreadmin-api.html

Attaching the corresponding asciidoctor generated html for reference

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Looks good; thanks.

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Thanks @dsmiley. Do you think a note about the UPGRADEINDEX API also belongs in https://github.com/apache/solr/blob/main/solr/solr-ref-guide/modules/upgrade-notes/pages/major-changes-in-solr-9.adoc ?

@rahulgoswami rahulgoswami merged commit 3039f30 into apache:main May 14, 2026
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dsmiley commented May 14, 2026

No because it's not specific to the upgrade to Solr 9.whatever.

upgrading-a-solr-cluster.adoc is linked from the parent of these per-version page. It's title suggests it's absolutely the place for referring to this information. It's current content, maybe not, but it's scope could be expanded.

rahulgoswami added a commit that referenced this pull request May 14, 2026
The UPGRADEINDEX API is currently only available in standalone mode as a CoreAdmin API. However, it is possible to achieve the same goal (i.e. upgrade the index in-place for future Solr major version upgrade) in SolrCloud with the recently introduced LatestVersionMergePolicyFactory. This commit details the steps for the same.

(cherry picked from commit 3039f30)
rahulgoswami added a commit that referenced this pull request May 14, 2026
The UPGRADEINDEX API is currently only available in standalone mode as a CoreAdmin API. However, it is possible to achieve the same goal (i.e. upgrade the index in-place for future Solr major version upgrade) in SolrCloud with the recently introduced LatestVersionMergePolicyFactory. This commit details the steps for the same.

(cherry picked from commit 3039f30)
rahulgoswami added a commit that referenced this pull request May 14, 2026
The UPGRADEINDEX API is currently only available in standalone mode as a CoreAdmin API. However, it is possible to achieve the same goal (i.e. upgrade the index in-place for future Solr major version upgrade) in SolrCloud with the recently introduced LatestVersionMergePolicyFactory. This commit details the steps for the same.

(cherry picked from commit 3039f30)
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upgrading-a-solr-cluster.adoc is linked from the parent of these per-version page. It's title suggests it's absolutely the place for referring to this information. It's current content, maybe not, but it's scope could be expanded.

I agree. I also see some outdated/incomplete information wrt Lucene's IndexUpgraderTool there. Will try to revisit this. Thanks.

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