[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-cockroachdb-upgrading-cluster-version":3,"mdc-4mfu29-key":36,"related-repo-cockroachdb-upgrading-cluster-version":2451,"related-org-cockroachdb-upgrading-cluster-version":2546},{"slug":4,"name":4,"fn":5,"description":6,"org":7,"tags":11,"stars":22,"repoUrl":23,"updatedAt":24,"license":25,"forks":26,"topics":27,"repo":31,"sourceUrl":34,"mdContent":35},"upgrading-cluster-version","upgrade CockroachDB cluster versions","Guides CockroachDB version upgrades with tier-appropriate procedures. Self-Hosted covers manual rolling binary replacement with finalization control. Advanced\u002FBYOC covers Console-initiated major upgrades, maintenance windows for patches, and release channel selection. Standard and Basic upgrades are fully automatic with no customer action required. 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Self-Hosted covers manual rolling binary replacement with finalization control. Advanced\u002FBYOC covers Console-initiated major upgrades, maintenance windows for patches, and release channel selection. Standard and Basic upgrades are fully automatic with no customer action required. Use when planning, executing, or monitoring a version upgrade.\ncompatibility: Self-Hosted requires CLI and SQL access with admin role. Advanced\u002FBYOC requires Cloud Console with Cluster Admin role. Standard\u002FBasic upgrades are automatic — SQL access needed only for post-upgrade verification.\nmetadata:\n  author: cockroachdb\n  version: \"2.0\"\n---\n\n# Upgrading Cluster Version\n\nGuides CockroachDB version upgrades end-to-end. Before providing procedures, this skill gathers deployment context to deliver only the steps relevant to the operator's tier.\n\n## When to Use This Skill\n\n- Planning or executing a version upgrade (Self-Hosted)\n- Initiating a major version upgrade via Cloud Console (Advanced, BYOC)\n- Configuring how patches are applied (Advanced, BYOC)\n- Verifying upgrade completion (all tiers)\n- Deciding whether to finalize or roll back (Self-Hosted)\n\n**For pre-upgrade health check:** Use [reviewing-cluster-health](..\u002Freviewing-cluster-health\u002FSKILL.md).\n**For node drain during Self-Hosted upgrade:** Use [performing-cluster-maintenance](..\u002Fperforming-cluster-maintenance\u002FSKILL.md).\n**For maintenance window configuration:** Use [performing-cluster-maintenance](..\u002Fperforming-cluster-maintenance\u002FSKILL.md).\n\n---\n\n## Step 1: Gather Context\n\n### Required Context\n\n| Question | Options | Why It Matters |\n|----------|---------|----------------|\n| **Deployment tier?** | Self-Hosted, Advanced, BYOC, Standard, Basic | Completely different upgrade procedures per tier |\n| **Current version?** | e.g., v24.2.5 | Validates upgrade path and compatibility |\n\n### Additional Context (by tier)\n\n**If Self-Hosted:**\n\n| Question | Options | Why It Matters |\n|----------|---------|----------------|\n| **Upgrade type?** | Major (e.g., 24.2→24.3), Patch (e.g., 24.2.5→24.2.8) | Major requires finalization; patches do not |\n| **Target version?** | e.g., v24.3.1 | Confirms version is available and sequential |\n| **Deployment platform?** | Bare metal, VMs, Kubernetes (Operator\u002FHelm\u002Fmanual) | Changes binary replacement and restart procedure |\n| **Process manager?** | systemd, manual, container orchestrator | Changes stop\u002Fstart commands |\n| **Node count?** | Number | Affects upgrade sequencing |\n\n**If Advanced or BYOC:**\n\n| Question | Options | Why It Matters |\n|----------|---------|----------------|\n| **Upgrade type?** | Major version, Patch | Major requires Console initiation; patches use maintenance windows |\n| **Cloud provider?** (BYOC only) | AWS, GCP, Azure | For infrastructure-level monitoring during upgrade |\n| **Release channel?** | Regular, Innovation | Innovation gives latest features, shorter support window |\n\n**If Standard or Basic:** No additional context needed — upgrades are fully automatic.\n\n### Context-Driven Routing\n\n| Tier | Go To |\n|------|-------|\n| Self-Hosted | [Self-Hosted Upgrade](#self-hosted-upgrade) |\n| Advanced | [Advanced Upgrade](#advanced-upgrade) |\n| BYOC | [BYOC Upgrade](#byoc-upgrade) |\n| Standard | [Standard Upgrade](#standard-upgrade) |\n| Basic | [Basic Upgrade](#basic-upgrade) |\n\n---\n\n## Self-Hosted Upgrade\n\n**Applies when:** Tier = Self-Hosted\n\n### Major vs Patch\n\n| Aspect | Major (e.g., 24.2→24.3) | Patch (e.g., 24.2.5→24.2.8) |\n|--------|--------------------------|------------------------------|\n| Finalization required | Yes | No |\n| Rollback possible | Before finalization | Always (binary swap) |\n| Auto-finalization | Enabled by default (disable recommended) | N\u002FA |\n\n### Pre-Upgrade Validation\n\n```bash\n# All nodes live, version-consistent, fully replicated\ncockroach node status --decommission --certs-dir=\u003Ccerts-dir> --host=\u003Cany-live-node>\n```\n\nIn the output: every node should show `is_live = true`, the `build` column should be a single value, and `ranges_underreplicated` should be `0` everywhere.\n\n```sql\n-- No bulk operations running\nWITH j AS (SHOW JOBS)\nSELECT job_id, job_type, status, now() - created AS running_for FROM j\nWHERE status IN ('running', 'paused')\n  AND job_type IN ('SCHEMA CHANGE', 'BACKUP', 'RESTORE', 'IMPORT', 'NEW SCHEMA CHANGE');\n\n-- No pending finalization from a previous upgrade\nSHOW CLUSTER SETTING cluster.preserve_downgrade_option;\n```\n\n### Disable Auto-Finalization (Major Version — Recommended)\n\n```sql\nSET CLUSTER SETTING cluster.preserve_downgrade_option = '\u003Ccurrent_version>';\n-- Example: SET CLUSTER SETTING cluster.preserve_downgrade_option = '24.2';\n```\n\n### Rolling Node Upgrade (repeat for each node)\n\n**If process manager = systemd:**\n```bash\ncockroach node drain --self --certs-dir=\u003Ccerts-dir> --host=\u003Cnode-address>\nsudo systemctl stop cockroachdb\ncp \u002Fpath\u002Fto\u002Fnew\u002Fcockroach \u002Fusr\u002Flocal\u002Fbin\u002Fcockroach\ncockroach version  # verify new binary\nsudo systemctl start cockroachdb\n```\n\n**If Kubernetes (Operator):**\n```bash\nkubectl patch crdbcluster \u003Cname> --type merge -p '{\"spec\":{\"cockroachDBVersion\":\"\u003Cnew-version>\"}}'\n# Operator handles rolling restart automatically\n```\n\n**If Kubernetes (Helm):**\n```bash\nhelm upgrade cockroachdb cockroachdb\u002Fcockroachdb --set image.tag=\u003Cnew-version>\n```\n\n**If Kubernetes (manual StatefulSet):**\n```bash\nkubectl set image statefulset\u002Fcockroachdb cockroachdb=cockroachdb\u002Fcockroach:\u003Cnew-version>\n```\n\n**Verify each node before proceeding to the next:**\n```bash\ncockroach node status --certs-dir=\u003Ccerts-dir> --host=\u003Cany-live-node> \u003Cupgraded-node-id>\n```\nThe targeted node should show `is_live = true` on the new `build`.\n\n### Monitor Progress\n\n```bash\ncockroach node status --certs-dir=\u003Ccerts-dir> --host=\u003Cany-live-node>\n```\nCompare the `build` column across all rows. Nodes still on the old version are pending; rolling upgrade is complete when every row shows the new version.\n\n### Finalize (Major Version Only — Irreversible)\n\nConfirm via `cockroach node status` that the `build` column has a single value (every node upgraded). Then:\n\n```sql\nRESET CLUSTER SETTING cluster.preserve_downgrade_option;\nSHOW CLUSTER SETTING version;  -- Monitor until updated\n```\n\n### Roll Back (Before Finalization Only)\n\nVerify `cluster.preserve_downgrade_option` still returns the old version, then replace each node's binary with the previous version and restart. After all nodes are back:\n```sql\nRESET CLUSTER SETTING cluster.preserve_downgrade_option;\n```\n\n---\n\n## Advanced Upgrade\n\n**Applies when:** Tier = Advanced\n\nAdvanced clusters are managed by Cockroach Labs. You initiate major upgrades; patches are applied automatically.\n\n### Major Version Upgrade\n\n1. **Cloud Console → Cluster → Settings → Upgrade**\n2. Select target version\n3. CRL performs rolling upgrade across nodes automatically\n4. Monitor progress in Cloud Console\n5. Finalize via Cloud Console when testing is complete\n\n**Verification during upgrade:**\n```bash\ncockroach node status --certs-dir=\u003Ccerts-dir> --host=\u003Cany-live-node>\n```\nTally the `build` column to see how many nodes are on the new version vs the old.\n\n### Patch Upgrades\n\nPatches are applied automatically during the configured maintenance window. See [performing-cluster-maintenance](..\u002Fperforming-cluster-maintenance\u002FSKILL.md) for maintenance window configuration and patch deferral.\n\n### Release Channel\n\n- **Regular:** Stability-focused, longer support windows\n- **Innovation:** Latest features, shorter support, can be skipped\n\nConfigure via Cloud Console → Cluster → Settings → Upgrades.\n\n### Upgrade Before End of Support\n\nYou are responsible for initiating major upgrades before the current version reaches End of Support (EOS). Failure to upgrade before EOS may affect SLA guarantees.\n\n### Cloud API\n\n```bash\n# Check current version\ncurl -s -H \"Authorization: Bearer $COCKROACH_API_KEY\" \\\n  \"https:\u002F\u002Fcockroachlabs.cloud\u002Fapi\u002Fv1\u002Fclusters\u002F\u003Ccluster-id>\" | jq '.cockroach_version'\n```\n\n---\n\n## BYOC Upgrade\n\n**Applies when:** Tier = BYOC\n\nBYOC upgrade procedures are the same as Advanced. Follow all [Advanced Upgrade](#advanced-upgrade) steps.\n\n### Cloud Provider Monitoring During Upgrade\n\nSince BYOC clusters run in your cloud account, you can observe the rolling upgrade in your infrastructure:\n\n**If AWS:** EC2 console shows instance restarts; CloudWatch metrics show brief dips during node cycling.\n\n**If GCP:** Compute Engine console shows VM restarts; Cloud Monitoring shows instance-level events.\n\n**If Azure:** Azure portal shows VM restarts; Azure Monitor captures instance events.\n\n### Additional BYOC Considerations\n\n- Verify PrivateLink\u002FPSC\u002FVPC Peering connections remain healthy during the upgrade\n- Reserved instances and committed use discounts are unaffected (instance types don't change)\n\n---\n\n## Standard Upgrade\n\n**Applies when:** Tier = Standard\n\nStandard is a multi-tenant managed service. There are no nodes or infrastructure for you to manage. All upgrades — both major versions and patches — are applied automatically by Cockroach Labs.\n\n- Only Regular releases (no Innovation channel)\n- No maintenance window configuration\n- No deferral capability\n- No downtime during upgrades\n\n### After an Upgrade\n\n1. Monitor Cloud Console for upgrade notifications\n2. Review release notes for behavior changes\n3. Verify application compatibility:\n   ```sql\n   SELECT version();\n   ```\n\n---\n\n## Basic Upgrade\n\n**Applies when:** Tier = Basic\n\nBasic is a serverless offering. All upgrades are fully managed and transparent. The serverless architecture is designed for zero-downtime upgrades with no customer action required.\n\n### After an Upgrade\n\n1. Review release notes for behavior changes\n2. Verify version if needed: `SELECT version();`\n\n---\n\n## Safety Considerations\n\n| Operation | Tier | Reversible? |\n|-----------|------|-------------|\n| Set preserve_downgrade_option | SH | Yes |\n| Replace node binary | SH | Yes (swap back before finalization) |\n| Finalize upgrade | SH | **No — irreversible** |\n| Initiate Cloud Console upgrade | ADV\u002FBYOC | Contact support to discuss |\n| Automatic upgrade | STD\u002FBAS | N\u002FA (managed by CRL) |\n\n**Critical:**\n- Never skip major versions (SH) — upgrades must be sequential\n- Never finalize before testing (SH) — finalization is irreversible\n- Never change cluster settings during an upgrade (SH, ADV, BYOC)\n\n## Troubleshooting\n\n| Issue | Tier | Fix |\n|-------|------|-----|\n| Cannot set preserve_downgrade_option | SH | Value must match output of `SHOW CLUSTER SETTING version` |\n| Finalization stuck | SH | Decommission dead nodes; ensure all live nodes are upgraded |\n| Auto-finalization triggered early | SH | Cannot undo; test application on new version |\n| Upgrade not available in Console | ADV\u002FBYOC | Check release schedule; contact support |\n| Behavior change after automatic upgrade | STD\u002FBAS | Review release notes; contact support |\n\n## References\n\n**Related skills:**\n- [reviewing-cluster-health](..\u002Freviewing-cluster-health\u002FSKILL.md) — Pre\u002Fpost-upgrade health\n- [performing-cluster-maintenance](..\u002Fperforming-cluster-maintenance\u002FSKILL.md) — Node drain (SH) and maintenance windows (ADV\u002FBYOC)\n- [managing-cluster-settings](..\u002Fmanaging-cluster-settings\u002FSKILL.md) — preserve_downgrade_option\n\n**Official CockroachDB Documentation:**\n- [Upgrade Self-Hosted](https:\u002F\u002Fwww.cockroachlabs.com\u002Fdocs\u002Fstable\u002Fupgrade-cockroach-version)\n- [Upgrade Cloud Cluster](https:\u002F\u002Fwww.cockroachlabs.com\u002Fdocs\u002Fcockroachcloud\u002Fupgrade-cockroach-version)\n- [Cloud Upgrade Policy](https:\u002F\u002Fwww.cockroachlabs.com\u002Fdocs\u002Fcockroachcloud\u002Fupgrade-policy)\n- [Upgrade on Kubernetes](https:\u002F\u002Fwww.cockroachlabs.com\u002Fdocs\u002Fstable\u002Fupgrade-cockroachdb-kubernetes)\n",{"data":37,"body":41},{"name":4,"description":6,"compatibility":38,"metadata":39},"Self-Hosted requires CLI and SQL access with admin role. 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Also use when encountering CockroachDB anti-patterns like missing primary keys, sequential ID hotspots, or incorrect type usage.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2541,2542,2543],{"name":17,"slug":18,"type":15},{"name":2464,"slug":2465,"type":15},{"name":2479,"slug":835,"type":15},"2026-07-25T05:31:22.562808",34,{"items":2547,"total":2665},[2548,2565,2577,2592,2603,2613,2624,2630,2637,2644,2651,2658],{"slug":2549,"name":2549,"fn":2550,"description":2551,"org":2552,"tags":2553,"stars":2562,"repoUrl":2563,"updatedAt":2564},"collecting-cockroachdb-operator-escalation-packet","collect CockroachDB operator escalation packets","Collects a complete CockroachDB Operator escalation packet for TSC\u002FTSE or operator-team handoff, including Helm state, Kubernetes resources, logs, operation-specific evidence, pprof goroutine dumps, metrics, and a customer action timeline. Use when general diagnosis cannot resolve an operator-managed CockroachDB Helm issue or before restarting a stuck operator.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2554,2555,2558,2561],{"name":17,"slug":18,"type":15},{"name":2556,"slug":2557,"type":15},"Incident Response","incident-response",{"name":2559,"slug":2560,"type":15},"Kubernetes","kubernetes",{"name":2461,"slug":2462,"type":15},105,"https:\u002F\u002Fgithub.com\u002Fcockroachdb\u002Fhelm-charts","2026-07-12T07:57:25.288146",{"slug":2566,"name":2566,"fn":2567,"description":2568,"org":2569,"tags":2570,"stars":2562,"repoUrl":2563,"updatedAt":2576},"configuring-cockroachdb-helm-tls","configure TLS for CockroachDB Helm charts","Selects and validates TLS settings for CockroachDB Helm chart deployments, including self-signer, cert-manager, and external certificate modes. Use when a customer needs secure CockroachDB Helm values, certificate secret mapping, cert-manager integration, or TLS install troubleshooting before deploying the chart.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2571,2572,2575],{"name":20,"slug":21,"type":15},{"name":2573,"slug":2574,"type":15},"Encryption","encryption",{"name":2495,"slug":2496,"type":15},"2026-07-12T07:56:37.675396",{"slug":2578,"name":2578,"fn":2579,"description":2580,"org":2581,"tags":2582,"stars":2562,"repoUrl":2563,"updatedAt":2591},"debugging-cockroachdb-operator-migrations","debug CockroachDB Operator migration scenarios","Debugs CockroachDB Operator migration scenarios, including Helm StatefulSet to v1beta1 CrdbNode migration and public operator v1alpha1 to v1beta1 migration. Use when migration labels, migration phases, source StatefulSet ownership, converted CRDs, PVC ownership, or post-migration reconciliation are unclear or stuck.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2583,2584,2587,2588],{"name":17,"slug":18,"type":15},{"name":2585,"slug":2586,"type":15},"Debugging","debugging",{"name":2559,"slug":2560,"type":15},{"name":2589,"slug":2590,"type":15},"Migration","migration","2026-07-12T07:56:48.360871",{"slug":2593,"name":2593,"fn":2594,"description":2595,"org":2596,"tags":2597,"stars":2562,"repoUrl":2563,"updatedAt":2602},"diagnosing-cockroachdb-helm-deployments","diagnose CockroachDB Helm chart deployments","Diagnoses failed or unhealthy CockroachDB Helm chart deployments by checking Helm release state, operator health, CrdbCluster and CrdbNode status, pod readiness, RBAC, webhooks, TLS, upgrades, scaling, PVCs, DNS, and multi-region assumptions. Use when Helm install or upgrade fails, pods are not Ready, or the operator is not reconciling.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2598,2599,2600,2601],{"name":17,"slug":18,"type":15},{"name":2585,"slug":2586,"type":15},{"name":20,"slug":21,"type":15},{"name":2559,"slug":2560,"type":15},"2026-07-12T07:57:24.018818",{"slug":2604,"name":2604,"fn":2605,"description":2606,"org":2607,"tags":2608,"stars":2562,"repoUrl":2563,"updatedAt":2612},"installing-cockroachdb-with-helm","install CockroachDB using Helm","Guides customer-facing installation of CockroachDB on Kubernetes using the CockroachDB split Helm charts and operator-managed v1beta1 resources. Use when installing CockroachDB with Helm, choosing between published and local split charts, verifying a new install, or helping an agent complete first-time Kubernetes onboarding.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2609,2610,2611],{"name":17,"slug":18,"type":15},{"name":20,"slug":21,"type":15},{"name":2559,"slug":2560,"type":15},"2026-07-12T07:56:45.777567",{"slug":2614,"name":2614,"fn":2615,"description":2616,"org":2617,"tags":2618,"stars":2562,"repoUrl":2563,"updatedAt":2623},"validating-cockroachdb-helm-multiregion","validate CockroachDB multi-region Helm deployments","Validates CockroachDB Helm chart values and Kubernetes prerequisites for operator-managed multi-region deployments. Use before adding a region, deploying CockroachDB across multiple Kubernetes clusters, checking region DNS domains, or confirming that all regions share certificate and networking assumptions.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2619,2620,2621,2622],{"name":17,"slug":18,"type":15},{"name":20,"slug":21,"type":15},{"name":2559,"slug":2560,"type":15},{"name":13,"slug":14,"type":15},"2026-07-12T07:56:47.082609",{"slug":2454,"name":2454,"fn":2455,"description":2456,"org":2625,"tags":2626,"stars":22,"repoUrl":23,"updatedAt":2466},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2627,2628,2629],{"name":17,"slug":18,"type":15},{"name":2461,"slug":2462,"type":15},{"name":2464,"slug":2465,"type":15},{"slug":2468,"name":2468,"fn":2469,"description":2470,"org":2631,"tags":2632,"stars":22,"repoUrl":23,"updatedAt":2480},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2633,2634,2635,2636],{"name":2474,"slug":2475,"type":15},{"name":17,"slug":18,"type":15},{"name":2464,"slug":2465,"type":15},{"name":2479,"slug":835,"type":15},{"slug":2482,"name":2482,"fn":2483,"description":2484,"org":2638,"tags":2639,"stars":22,"repoUrl":23,"updatedAt":2497},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2640,2641,2642,2643],{"name":2488,"slug":2489,"type":15},{"name":2491,"slug":2492,"type":15},{"name":17,"slug":18,"type":15},{"name":2495,"slug":2496,"type":15},{"slug":2499,"name":2499,"fn":2500,"description":2501,"org":2645,"tags":2646,"stars":22,"repoUrl":23,"updatedAt":2508},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2647,2648,2649,2650],{"name":2488,"slug":2489,"type":15},{"name":17,"slug":18,"type":15},{"name":13,"slug":14,"type":15},{"name":2495,"slug":2496,"type":15},{"slug":2510,"name":2510,"fn":2511,"description":2512,"org":2652,"tags":2653,"stars":22,"repoUrl":23,"updatedAt":2521},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2654,2655,2656,2657],{"name":2488,"slug":2489,"type":15},{"name":2517,"slug":2518,"type":15},{"name":17,"slug":18,"type":15},{"name":2464,"slug":2465,"type":15},{"slug":2523,"name":2523,"fn":2524,"description":2525,"org":2659,"tags":2660,"stars":22,"repoUrl":23,"updatedAt":2534},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2661,2662,2663,2664],{"name":17,"slug":18,"type":15},{"name":2530,"slug":2531,"type":15},{"name":2464,"slug":2465,"type":15},{"name":2479,"slug":835,"type":15},40]