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.

⚠️ IMPORTANT All commands in this section must be executed on the pbx01 node, even if pbx01 is not the current active (master) node.

Back Up PBX Data

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Step 1: Stop the PBX Service

On pbx01, stop the PBX service under HA control:

cd /opt/portsip-pbx-ha-guide && sudo /bin/bash ha_ctl.sh stop -s pbx

This ensures that no new data is written during the backup process.

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Step 2: Identify the Current Master Node

On pbx01, determine which node is currently acting as the master:

cd /opt/portsip-pbx-ha-guide && sudo /bin/bash ha_ctl.sh master

Example Output

The above output indicates that pbx01 is the current master node.

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Step 3: Back Up PBX Data on the Master Node

Log in to the current master node and back up the PBX data directory:

/var/lib/portsip

Ensure the backup is stored in a secure location with sufficient disk space, and verify that the backup completes successfully before proceeding with the upgrade.

Backing up PBX data is a critical safety step and must not be skipped. Once the backup is confirmed, you can safely continue with the remaining upgrade procedures.

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Upgrading PortSIP PBX v22.x High Availability to the Latest Version

If you are currently running PortSIP PBX v22.x with High Availability (HA), follow the steps below to upgrade to the latest available v22.x release.

⚠️ IMPORTANT All commands in this guide must be executed on the pbx01 node, even if pbx01 is not the current active (master) node.

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Step 1: Download and Update HA Resources

First, download the latest HA resource package and update the local deployment scripts.

Run the following command on pbx01:

cd /opt && sudo rm -rf portsip-pbx-ha-guide-22-online.tar.gz && \
sudo wget -N \
https://www.portsip.com/downloads/ha/v22/portsip-pbx-ha-guide-22-online.tar.gz \
&& sudo tar xf portsip-pbx-ha-guide-22-online.tar.gz

This ensures that the HA deployment scripts and configuration files are updated to the latest version.

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Step 2: Upgrade the PortSIP PBX Image

To upgrade the PBX itself, you must use the new PortSIP PBX Docker image corresponding to the latest release.

Once you have the new image name, run the following command on pbx01:

cd /opt/portsip-pbx-ha-guide/ && /bin/bash update.sh portsip/pbx:22

The upgrade process will:

• Pull the specified PBX image

• Update the PBX service under HA control

• Restart the PBX services as required

Allow the process to complete without interruption.

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Post-Upgrade Recommendations

After the upgrade completes:

• Verify the HA status:

  cd /opt/portsip-pbx-ha-guide && sudo /bin/bash ha_ctl.sh status

• Verify:

  • HA status

  • Call processing

  • Extensions and trunks

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Upgrading PortSIP PBX High Availability from 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 PortSIP PBX v22.x.

⚠️ IMPORTANT Before proceeding, ensure that you have successfully backed up the PBX data directory:

/var/lib/portsip

Refer to the Back Up PBX Data section earlier in this guide.

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Step 1: Install PortSIP PBX v22.x HA

PortSIP PBX v22.x HA only supports Ubuntu 24.04 (64-bit). As a result, all PBX HA nodes must be rebuilt before upgrading.

Choose one of the following methods based on your operational requirements.

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Method 1: Deploy New Servers (Recommended)

1. Prepare three new servers running Ubuntu 24.04.

2. Ensure the new servers use:

   • The same hardware specifications

   • The same IP addresses

   • The same hostnames as the existing v16.x HA nodes.

3. Install PortSIP PBX v22.x HA by following the guide: High Availability Installation on Ubuntu.

This method minimizes risk and allows rollback by keeping the v16.x environment intact.

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Method 2: Rebuild Existing Servers

1. Destroy the existing Ubuntu 20.04 installations on the three PBX HA nodes.

2. Reinstall Ubuntu 24.04 on all three servers.

3. Install PortSIP PBX v22.x HA by following the guide: High Availability Installation on Ubuntu.

Choose the method that best fits your maintenance window and infrastructure strategy.

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Step 2: Stop the PortSIP PBX v22.x HA Services

Before migrating data, stop the PBX service in the newly installed v22.x HA environment.

⚠️ IMPORTANT All commands in this step must be executed on pbx01, even if it is not the current active (master) node.

Stop the PBX Service

cd /opt/portsip-pbx-ha-guide && sudo /bin/bash ha_ctl.sh stop -s pbx

Verify the Current Master Node

cd /opt/portsip-pbx-ha-guide && sudo /bin/bash ha_ctl.sh master

This confirms the HA state before data migration.

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Step 3: Migrate PBX Data

1. Log in to the current master node of your PortSIP PBX v16.x HA environment.

2. Copy the backed-up PBX data to the v22.x HA installation:

/var/lib/portsip

Ensure that:

• File ownership and permissions are preserved

• The copy process completes successfully

• No PBX services are running during the migration

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Step 4: Start PortSIP PBX v22.x HA

Start the upgraded PBX system by running the following command on pbx01 (even if it is not the current active node):

cd /opt/portsip-pbx-ha-guide && sudo /bin/bash ha_ctl.sh start -s pbx

During startup:

• The PortSIP PBX application will automatically upgrade the migrated data

• Database schemas and internal data structures will be updated as required

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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

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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.

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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:

• Scaling IM Server On-Premise for High Availability

• Scaling Data Flow Server On-Premise for High Availability

• Upgrading the SBC Server

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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:

• Scaling Data Flow Server On-Premise for High Availability

• Upgrading the IM Server

• Upgrading the SBC Server

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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:

• Upgrading the IM Server

• Upgrading the Data Flow Server

• Upgrading the SBC Server

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Following the correct guide for your upgrade scenario ensures service compatibility, data integrity, and optimal performance in your PortSIP PBX High Availability environment.