Terraform upgrade to version 1.2.5

Hi,

Just a quick one - I’m currently working through some upgrades from version 0.13 to version 1.2.5.

I’m following the documentation by moving to 0.14.11 first. Once I’ve got to this point (usually it just involves me changing the required terraform version in the code, pretty much) I then run an init and a plan.

If this comes back clean with no changes, do I need to run an apply or can I just progress straight up to 1.2.5? I wasn’t 100% sure if running an apply would make some background format changes or similar to the state or whether the step to 0.14 inbetween was just intended to catch issues if they were presented during the plan.

Thanks

Hi @dal30011,

I would suggest still running an apply to ensure that any changes to the state have been saved before moving on to the next version.

OK, thanks.

Just to confirm, even after upgrading and running a plan, nothing has changed at that point and I could revert to the previous version if needed?

Running a plan never changes the saved state, so you can switch the version as needed.

The release notes do claim you need to go from 0.13 → 0.14 → 1.x, but I’m pretty sure, having studied the changelog, that actually there’s nothing in 0.14 that requires this.

I suspect it may have been left in from previous versions release notes without being revalidated, or just left in out of abundance of caution, without any real need.

Certainly, when I had to upgrade a bunch of workspaces from even older versions, I decided I was sufficiently convinced that I could jump directly from 0.13 → 1.x - and it worked just fine.

There were a number of subtle state related changes made for 0.14 which could eliminate certain edge cases after upgrading. While it may work most of the time, it is still advised to apply the 0.14 state before continuing.

Thanks.

So these changes just happen in the background and aren’t highlighted during the plan?

The kind of annoying thing for us in this is that our pipeline jobs are set to skip the apply if there are no resource changes highlighted by the plan. In this case it sounds like we need to set it up for the purposes of upgrading to run an apply anyway regardless?

Many of these changes have no way to show in a plan, often because they happen during the refresh of the individual resources. The upgrade path to v1.0 requires some manual checks and application, but was intended to be a one-time process for each version. Past v1.0 all state changes are made in a backwards compatible manner so that this manual upgrade process is no longer required.

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Thanks for clarifying, all understood. I just wanted to get this clear before I started our upgrades so I wasn’t performing some of the steps if there wasn’t any benefit :slight_smile:

Do you happen to remember any more details, just to indulge my curiosity? I did spend some time looking fairly carefully at the code for anything to justify the intermediate upgrade to 0.14, and I wonder what I missed.

It is a common issue - a common workaround is to add a null_resource instance to trigger the apply, and then remove it again in the next upgrade hop to 1.x.

It’s been quite a while since I worked on that, so I don’t have any specific examples off the top of my head. Things like the calculated dependencies or status of create_before_destroy may have changed in core, and need to be updated in the state, even though there weren’t any corresponding changes to the state structures themselves.

Like I said above, it’s going to work most of the time (probably nearly all the time), but without fully evaluating all possible combinations of state and versions I can’t say one could always skip that step. Saving the state which was already generated from a successful plan just avoids some possible problems.