Continuum Analytics: Documentation

# Updating Anaconda Enterprise Notebooks (AEN 4.0)

## Summary

These instructions are for upgrading Anaconda Enterprise Notebooks Platform 0.10.0 or later. For help updating earlier versions, please contact your enterprise support representative.

NOTE: The Named Service Account functionality of Anaconda Enterprise Notebooks 4.0 is available only via a full installation of Anaconda Enterprise Notebooks. The upgrade process does not add this new functionality. For full installation support, please contact your enterprise support representative.

An update to the Anaconda Enterprise Notebooks Platform requires all instances of the three service categories to be updated individually:

- AEN Server
- AEN Gateway
- AEN Compute

A typical installation of Anaconda Enterprise Notebooks likely consists of several Compute instances running on independent Compute Nodes, and possibly multiple Gateways if there is more than one Data Center tied into Anaconda Enterprise Notebooks. More details can be found in the Overview.

The update process requires that all of Anaconda Enterprise Notebooks service instances be stopped, updated, and then restarted. These instructions describe how to perform this process.

Note: Any commands that call for the `root` user can also be done using `sudo`.

If you encounter any difficulty during the process, please refer to the Troubleshooting Guide which provides guidance on:

- processes
- configuration files
- log files
- ports

In the event you are unable to resolve an installation or upgrade problem please contact your enterprise support representative.

## Pre-Flight Check

IMPORTANT: The upgrade process to v4.0.0 is not reversible. You must have a tested backup of your installation before starting the upgrade.

Prior to updating each service on each host, you should perform the following operations:

1. As the `root` user, check for pre-existing `.condarc` configuration files:

       ls ~root/.condarc
       ls ~wakari/.condarc

   If they exist, inspect these files for any special configuration not related to Anaconda Enterprise Notebooks. These settings need to be transferred to `.condarc` in the root environment (`/opt/wakari/miniconda/.condarc` or `/opt/wakari/anaconda/.condarc`)

   If there is an anaconda.org token string (similar to a UUID) in one of channel entries embedded in the path or URL, make a note of it.

   Once this has been completed, remove the following files:

   - `~root/.condarc`
   - `~wakari/.condarc`

2. The Anaconda (or Miniconda) install’s conda configuration file `.condarc` needs to be verified. This file is in the top level directory of the Anaconda or Miniconda installation. It should exist and have at least the following entries (and possibly others):

       channels:
         - https://conda.anaconda.org/wakari
         - defaults

   The `.condarc` file should not have any other references to specific versions of Anaconda Enterprise Notebooks. If found, remove such entries from the `.condarc` file.

3. Suspend the services on each of the nodes with the appropriate command. For Anaconda Enterprise Notebooks versions 0.10.0 and later:

       sudo service wakari-server stop
       sudo service wakari-gateway stop
       sudo service wakari-compute stop

4. Versions of Anaconda Enterprise Notebooks prior to 0.10.0 used `crontab` entries to restart the services after a reboot. These have been replaced by init scripts. Remove the `crontab` entries from all nodes by running `crontab -e` and removing the `@reboot` lines.

## AEN Server

NOTE: If you are using LDAP-based authentication, you need to backup the configuration file:

`/opt/wakari/wakari-server/etc/wakari/wk-server-config.json`

And then after the Server has been updated, copy it back in place. The current update process will overwrite this file. This is a known issue scheduled to be resolved in an upcoming release.

The following operations are all done on the Server host.

1. To take advantage of the new search capabilities, install ElasticSearch and a Java Runtime Environment (JRE 8).

   - ElasticSearch
   - Oracle JRE 8 for Linux-64

   Stop the ElasticSearch service:

       service elasticsearch stop

   and remove any previous index (if exist) with:

       rm -rf /var/lib/elasticsearch/*

2. Ensure that Anaconda Enterprise Notebooks administrative account `wakari` owns all files in the Server installation, by running the following as `root`

       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/miniconda /opt/wakari/wakari-server

3. Update the Server:

       pushd /tmp
       wget http://j.mp/aen-server-update-4_0_0

       sudo -u $AEN_SRVC_ACCT /opt/wakari/miniconda/bin/conda install \
                        -p /opt/wakari/wakari-server          \
                        --file aen-server-update-4_0_0

       sudo -u $AEN_SRVC_ACCT /opt/wakari/miniconda/bin/conda install \
                        -p /opt/wakari/wakari-server          \
                        --no-deps                             \
                        wakari-enterprise-server-conf-update=2.0.0
       popd

4. Fix file ownership and permissions, by running the following as `root`

       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/miniconda /opt/wakari/wakari-server
       chmod -R a+rX  /opt/wakari/miniconda
       chmod -R o-w   /opt/wakari/miniconda
       chmod -R go+rX /opt/wakari/wakari-server
       chmod -R o-rwx /opt/wakari/wakari-server
       chmod    o+rX  /opt/wakari/wakari-server
       chmod -R o+rX  /opt/wakari/wakari-server/share

5. Start ElasticSearch:

       service elasticsearch start

   Or, if you do not want to use the search features, edit your server’s `config.json`:

       /opt/wakari/wakari-server/etc/wakari/config.json

   adding the line item: `"SEARCH_ENABLED": false`.

6. Start the Server:

       service wakari-server start

7. Check that the Server is running properly:

       service wakari-server status

8. Finally, use your web browser to connect to AEN Server, using the correct protocol (http or https), hostname, and port number.

## AEN Gateway

The following operations are all done on each Gateway host.

1. Ensure that Anaconda Enterprise Notebooks administrative account `wakari` owns all files in the Gateway installation, by running the following as `root`

       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/miniconda /opt/wakari/wakari-gateway

2. Update the Gateway:

       pushd /tmp
       wget http://j.mp/aen-gateway-update-4_0_0

       sudo -u $AEN_SRVC_ACCT /opt/wakari/miniconda/bin/conda install \
                        -p /opt/wakari/wakari-gateway         \
                        --file aen-gateway-update-4_0_0

       sudo -u $AEN_SRVC_ACCT /opt/wakari/miniconda/bin/conda install \
                        -p /opt/wakari/wakari-gateway         \
                        --no-deps                             \
                        wakari-enterprise-gateway-conf-update=2.0.0
       popd

3. Fix file ownership and permissions, by running the following as `root`

       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/miniconda /opt/wakari/wakari-gateway
       chmod -R a+rX /opt/wakari/miniconda
       chmod -R o-w  /opt/wakari/miniconda
       chmod -R go+rX /opt/wakari/wakari-gateway
       chmod -R o-rwx  /opt/wakari/wakari-gateway

4. Start the Gateway:

       service wakari-gateway start

5. Finally, use your web browser to connect to the Gateway, using the correct protocol (http or https), hostname, and port number.

## AEN Compute

The following operations are all done on each host where an AEN Compute service is running.

1. Check if there is any `wakari-indexer` processes running with:

       ps aux | grep indexer

   And terminate any remaining `wakari-indexer` processes, if you find them, with:

       killall wakari-indexer

2. Ensure that the AEN administrative account `wakari` owns all files in the compute installation, by running the following as `root`:

       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/anaconda
       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/wakari-compute/{bin,conda-meta,config,etc}
       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/wakari-compute/{include,lib,lib64,pkgs,share,ssl}

3. Verify the contents of `/opt/wakari/anaconda/.condarc`, as described above. In addition, it should contain the following entries (and possibly others):

       channels:
         - https://conda.anaconda.org/wakari
         - https://conda.anaconda.org/t/<TOKEN>/anaconda-nb-extensions
         - r
         - defaults

       create_default_packages:
         - python
         - ipython-we
         - pip

NOTE: Contact our sales representatives to get your `<TOKEN>` for the Anaconda channel referenced above.

1. Install the `R` dependencies:

       yum groupinstall "X Window System" -y

   Note: The `groupinstall` should be enough to cover all the R needs but in case you have problems with R-based plotting in the notebook, please also run:

       yum install libXrender libXext libSM -y

2. Update the Compute service:

       sudo -u $AEN_SRVC_ACCT /opt/wakari/anaconda/bin/conda install \
                        -p /opt/wakari/anaconda/             \
                        conda=3.19.3 conda-env=2.4.5

       pushd /tmp
       wget http://j.mp/aen-compute-update-4_0_0
       wget http://j.mp/aen-anaconda-update-4_0_0

       sudo -u $AEN_SRVC_ACCT /opt/wakari/anaconda/bin/conda install \
                        -p /opt/wakari/wakari-compute        \
                        --file aen-compute-update-4_0_0

       sudo -u $AEN_SRVC_ACCT /opt/wakari/anaconda/bin/conda install \
                        --no-deps                            \
                        -p /opt/wakari/wakari-compute        \
                        wakari-enterprise-compute-conf-update=2.0.0

       sudo -u $AEN_SRVC_ACCT /opt/wakari/anaconda/bin/conda install \
                        -p /opt/wakari/anaconda              \
                        --file aen-anaconda-update-4_0_0
       popd

3. Fix file ownership and permissions, by running the following as `root`

       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/anaconda
       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/wakari-compute/{bin,conda-meta,config,etc}
       chown -R $AEN_SRVC_ACCT:$AEN_SRVC_GRP /opt/wakari/wakari-compute/{include,lib,lib64,pkgs,share,ssl}
       chmod -R a+rX /opt/wakari/anaconda
       chmod -R o-w  /opt/wakari/anaconda

4. Initialize the root environment to prime the package cache

       sudo -u $AEN_SRVC_ACCT /opt/wakari/anaconda/bin/conda create \
                        -p /opt/wakari/testenv \
                        --clone root

       rm -rf /opt/wakari/testenv

5. Pin conda to version 3.19.3 (and compatible conda-env) to avoid automatic self-updates on the anaconda environment

       sudo echo -e "conda ==3.19.3\nconda-env ==2.4.5" > \
                 /opt/wakari/anaconda/conda-meta/pinned

6. With the latest Anaconda Enterprise Notebooks release (4.0.0) we have introduced new features such as Functional IDs and no root access during normal operations. You must execute the `upgrade\_400.sh` script to make your projects compatible with the new codebase:

       pushd /tmp
       wget http://j.mp/upgrade_400
       chmod a+x upgrade_400.sh
       ./upgrade_400.sh
       popd

7. Start the Compute service:

       service wakari-compute start

8. Verify the Compute service is running properly:

       ps auxef | grep bin/wk-compute
       service wakari-compute status

9. Versions of Anaconda Enterprise Notebooks prior to 0.10.0 used ipython version 2.2.0. If you detect that version with `conda list`, you should:

       sudo -u $AEN_SRVC_ACCT /opt/wakari/anaconda/bin/conda remove ipython
       sudo -u $AEN_SRVC_ACCT /opt/wakari/anaconda/bin/conda install ipython-we --force
       sudo -u $AEN_SRVC_ACCT /opt/wakari/wakari-compute/bin/conda remove ipython
       sudo -u $AEN_SRVC_ACCT /opt/wakari/wakari-compute/bin/conda install ipython-we --force

   NOTE: Existing AEN Projects may have their own Conda environments. If so, those environments are not automatically updated by this process. In this case, updates can be done by the users themselves with the following commands:

       conda remove ipython
       conda install ipython-we --force

   Alternatively, an administrator can update the users conda environments, with the following commands:

       # Update the conda environments for the user $USERNAME working in AEN Project $PROJECTNAME
       source activate /projects/$USERNAME/$PROJECTNAME/envs/default
       sudo -u $USERNAME conda remove ipython
       sudo -u $USERNAME conda install ipython --force
       source deactivate

   If you need `R` in a pre-existing project, use the following command to install the needed `R` packages:

       source activate /projects/$USERNAME/$PROJECTNAME/envs/default
       sudo -u $USERNAME conda install r-base r-essentials -c r
       source deactivate

   NOTE: In order to start using the new jupyter extensions you’ll need to remove the `.jupyter_$USERNAME` and `.ipython_$USERNAME` folders.

10. If you have a customized default environment, you could update it depending of your users needs.

NOTE: Updating the `default` environment at `/opt/wakari/anaconda/envs/default` do not automatically update the `default` environment in the users pre-existing projects. For pre-existing projects the update (if it is rquested) should be done on a per-user basis.

## Project Permissions

Since version 0.10.0 Anaconda Enterprise Notebook uses POSIX.1e access control lists to manage shared content, rather than plain POSIX user groups. If you are upgrading from an AEN version earlier than 0.5.0, please execute the project_permissions.py script on every Compute node:

    /opt/wakari/wakari-compute/bin/python project_permissions.py /projects

NOTE: In some deployments, the project directory may be different from `/projects`.

Then, on the AEN Server host, run repair_team_members.py:

    /opt/wakari/wakari-server/bin/python repair_team_members.py

These scripts will read all the Project and Team information from the AEN database, and re-add individuals to all the Project on all Compute nodes.