Upgrading High Availability Installation
Before upgrading the PBX HA, please consult with PortSIP support to ensure the versions are compatible.
Follow the steps below to upgrade your existing PortSIP PBX High Availability (HA) deployment.
Back Up Data
Before performing an upgrade, it is recommended to create a snapshot of the EBS volume used by the PortSIP PBX HA cluster. This snapshot provides a rollback point in case you need to restore the system to its previous state.
Create an EBS Snapshot
Follow these steps to create a snapshot:
Sign in to the Amazon EC2 Console.
In the navigation pane, choose Elastic Block Store > Volumes.
Locate the EBS volume used by the PBX HA cluster and select its checkbox.
Choose Actions > Create snapshot.
In the Description field, enter: pbx-ha-volumes-backup
Click Create snapshot to start the snapshot process.
❗ Important Ensure the snapshot is created successfully before proceeding with the upgrade. The snapshot allows you to roll back PBX data, including databases, recordings, and logs—if any issues occur during the upgrade process.
Upgrading PortSIP PBX v22.x HA to the Latest Version
If you are currently running PortSIP PBX v22.x in a High Availability (HA) deployment, follow the steps below to upgrade to the latest v22.x release.
General Notes
❗ Important All upgrade commands must be executed only on the EC2 instance with the private IP address
172.31.16.133, even if this node is not currently the active (master) node.
Step 1: Download and Update HA Resources
First, download and update the latest HA resource package.
Run the following commands only on EC2 instance 172.31.16.133:
This step refreshes the HA scripts and configuration files required for the upgrade.
Step 2: Update the PBX Application
Next, update the PortSIP PBX service using the new PBX Docker image.
Run the following command only on EC2 instance 172.31.16.133:
❗ Important Do not interrupt the update process. Do not reboot, stop services, or shut down any EC2 instances while the update is in progress.
After the Upgrade
Once the update completes:
The HA cluster will continue running with the latest PortSIP PBX v22.x version
Existing configuration and data are preserved
No additional manual steps are required
It is recommended to verify:
HA cluster status
PBX access via the Elastic IP
Call handling and failover behavior
Upgrading PortSIP PBX HA v16.x to v22.x
If you are currently running PortSIP PBX v16.x with High Availability (HA), follow the steps below to upgrade to the latest PortSIP PBX v22.x release.
Before proceeding, ensure that you have backed up all PBX data as described in the previous backup section.
PortSIP PBX v22.x HA only supports Ubuntu 24.04 LTS. To complete the upgrade, you must rebuild the PBX HA nodes with a new operating system and redeploy the HA cluster.
Upgrade Steps
Step 1: Rebuild the PBX Nodes
Destroy the existing three PBX HA EC2 instances running Ubuntu 20.04, and recreate them using: Ubuntu 24.04 LTS (64-bit)
❗ Important Do not delete the EBS volume used by the existing v16.x HA deployment. This volume contains all PBX data and is required for the upgrade.
Step 2: Install PortSIP PBX v22.x HA
Install PortSIP PBX v22.x HA by following the guide: High Availability Installation on AWS
During the installation process, ensure you mount the EBS volume that was used with v16.x with new HA.
❗ Important You must mount the EBS volume from the v16.x PBX HA deployment to the new EC2 instances. Failing to do so will result in data loss and prevent the upgrade from completing.
Data Upgrade Process
Once the v22.x HA cluster starts:
The PortSIP PBX application automatically detects the existing data
All PBX data is upgraded automatically during the startup process
No manual data migration steps are required
This includes:
PBX configuration data
Tenants and extensions
Call records and recordings
Logs and media files
Post-Upgrade Notes
Always access the PBX using the Virtual IP (VIP) after the upgrade
Verify:
HA status
Call processing
Extensions and trunks
Related services
Keep the v16.x backup until the v22.x environment is fully validated
Post-Upgrade Service Installation and Upgrade Guidance
After upgrading your PortSIP PBX environment, follow the appropriate guides below based on your upgrade path and source version.
If You Upgraded from v16.x to the Latest v22.x
After completing the PBX upgrade, you must install both the IM Service and the Data Flow Service by following these guides:
If You Upgraded from v22.x Earlier Than v22.3.0
If your previous version was earlier than v22.3.0, only the Data Flow Service needs to be installed. Follow this guide:
If You Upgraded Within v22.x from v22.3.0 or Later
If your upgrade source version was v22.3.0 or higher, both services already exist and only need to be upgraded. Follow these guides:
Following the correct guide for your upgrade scenario ensures service compatibility, data integrity, and optimal performance in your PortSIP PBX High Availability environment.
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