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Minor formatting fixes. (#2928)
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0rnela authored Apr 9, 2024
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Expand Up @@ -10,9 +10,9 @@ The workflow is applicable for {salt} clients only.

Automated update of clients is benefitial when:

- update of a large number of clients is wanted
- the workflow should not be re-done every execution
- a dedicated maintenance window exists
* update of a large number of clients is wanted
* the workflow should not be re-done every execution
* a dedicated maintenance window exists.


== Outcome / Resolution
Expand All @@ -33,7 +33,7 @@ To update a client two steps are required.
A third step is optional but highly recommended to finalize the update process.


.Procedure 1: Creating a recurring action to update {salt} itself
.Procedure 1: Creating a Recurring Action to Update {salt} Itself
[role=procedure]
. As an example, we create the action to update {salt} itself as a recurring action for all systems in the organization.
In the {productname} {webui}, navigate to menu:Home[My Organization > Recurring Actions] and click btn:[Create].
Expand All @@ -50,39 +50,44 @@ A third step is optional but highly recommended to finalize the update process.
.Procedure 2: Creating a Recurring Action to Apply All Available Updates to the Systems
[role=procedure]
. As an example we create the action to apply all updates as a recurring action for a system group called "infra-services".
In the {productname} {webui} go to menu:Systems[System Groups] and click on [literal]``infra-services``.
In the {productname} {webui} go to menu:Systems[System Groups] and click on [literal]``infra-services``.
. Now go to [literal]``Recurring Actions`` and click btn:[Create].
. Select [literal]``Action Type`` **Custom State** and enter a [literal]``Schedule Name`` like [literal]``full-system-update``.
. Select a Schedule.
For example, ** Weekly: Wednesday, 9:30 am **.
Keep enough time between this action and the [literal]``update-salt`` action.
The [literal]``update-salt`` actions must be finished on all systems before this action should be executed.
. Assign the states [literal]``util.syncall``, [literal]``certs``, [literal]``channels`` and [literal]``uptodate` by selecting the checkboxes.
Keep enough time between this action and the [literal]``update-salt`` action.
The [literal]``update-salt`` actions must be finished on all systems before this action should be executed.
. Assign the states [literal]``util.syncall``, [literal]``certs``, [literal]``channels`` and [literal]``uptodate` by selecting the checkboxes.
. Save the action by clicking btn:[Save Changes].
. You can edit the execution order of the states.
The order should be [literal]``util.syncall``, [literal]``certs``, [literal]``channels``, and finally [literal]``uptodate``.
Click btn:[Confirm] to store the order.
Click btn:[Confirm] to store the order.
. Click btn:[Create Schedule] to save the action.

The [literal]``uptodate` also performs a reboot, if an update requests it.
This reboot be prevented if needed.
For example, the systems which use live patching need to prevent the rebooting following the update.
[WARNING]
====
The [literal]``uptodate` also performs a reboot, if an update requests it.
This reboot be prevented if needed.
For example, the systems which use live patching need to prevent the rebooting following the update.
====


Procedure 3: Configuring Systems to Not Reboot After the [literal]``uptodate`` State is Applied
.Procedure 3: Configuring Systems to Not Reboot After the [literal]``uptodate`` State is Applied
[role=procedure]
. In the {productname} [web ui} go to menu:Systems[Custom System Info] and click btn:[Create Key].
. Enter "mgr_reboot_if_needed" as `Key Label` and set as `Description`
'Define if the up2date state should perform a reboot if needed. Set to "false" if this is not wanted'
. Enter "mgr_reboot_if_needed" as `Key Label` and set as `Description`.
Define if the [literal]``uptodate`` state should perform a reboot if needed.
Set to [literal]``False`` if this is not wanted.
. Click btn:[Create Key] to store the new key.
. To assign values to multiple systems, navigate in the {productname} {webui} to menu:Systems[Overview] and select the checkbox for all systems you want to modify.
These system are not in the System Set Manager (SSM).
These system are not in the System Set Manager (SSM).
. Select in the left menu System Set Manager and select menu:Misc[Custom Values] in the tab bar.
. Click [literal]``mgr_reboot_if_needed`` and enter **False** as [literal]``Value``.
. Click btn:[Set Values] to save.


.Procedure 4: Creating a Recurring Action to Run a Highstate After the Update
[role=procedure]
. As an example, we create the action to apply the highstate for the same group which was fully updated before.
In the {productname} {webui}, navigate to menu:Systems[System Groups] and click [literal]``infra-services``.
. Go to `Recurring Actions` and click btn:[Create].
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