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Add an OpenVox 8 to 9 upgrade guide to the 9.x docs - #461

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Add an OpenVox 8 to 9 upgrade guide to the 9.x docs#461
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@miharp miharp commented Aug 27, 2026

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Adds an upgrade-planning page to the 9.x collection, "Upgrading from OpenVox 8 to OpenVox 9", covering what to review before moving a production deployment, alongside the existing package-mechanics page (upgrade_minor). Modeled on the shape of Puppet Core's 8-to-9 guide, with every claim checked against the OpenVox 9 prerelease sources rather than copied.

Part of #456. Draft until #457, #458, and #459 merge: the page links to the server 9.x, OpenVoxDB 9.x, and OpenFact 6.x release notes and to the server 9.x auth.conf page, which those PRs add. Everything else on the page resolves on master today.

What the page covers

  • Component table: Ruby 3.2 to 4.0, OpenSSL 3.0 to 3.5, OpenFact 5 to 6, JRuby 9.4 to 10.1, Java 21 or 25 (17 dropped), with a link to the component-versions page for exact versions.
  • Before-you-upgrade checklist: latest 8.x first, per-component release notes, platform coverage (Debian 11/12 dropped for server and OpenVoxDB, Amazon Linux 2 for server), backups.
  • Ruby 4.0 review guidance for custom facts, functions, types, providers, and agent- or server-installed gems, including the Kernel#open pipe removal.
  • OpenFact 6 changes that affect fact code (Ruby 3.0+, exec/which deprecations, time_limit/limit aliases, ldapname removal, /opt/puppetlabs/bin search path).
  • Behavior changes verified in the prerelease sources: deferred functions preprocessed by default again (openvox#462), report storage opt-in (openvox#583), and the server setting fallback (openvox#536). On the last one the page documents what the code does in beta2: root agents still fall back with a deprecation warning, non-root runs fail. That is more precise than the core 9.x install_pre page, which says the fallback is gone; worth aligning the two before GA.
  • Removed settings (configprint, pluginsync, data_binding_terminus, environment_data_provider) and other removals (regsubst encoding argument, pe_serverversion, zone_core, Java keystores, legacy PAL APIs).
  • Server and OpenVoxDB changes: Java 21/25, the filebucket read-authorization change (openvox-server#549), Jetty 12 with the OpenVoxDB bootstrap.cfg jetty10-service pitfall for upgrades from 8.14.0 or earlier, PostgreSQL 14 minimum, and the server package's dependency on agent 9.
  • Test-then-upgrade checklist and upgrade order.

Also adds the nav entry (before "Upgrading OpenVox 9") and cross-links the page from the breaking-changes callout in upgrade_minor.

File Change
upgrade_major.md New page
upgrade_minor.md Callout now links to the new page
openvox_9x.yml Nav entry

Checks

@miharp
miharp force-pushed the docs/openvox8-to-9-upgrade branch from 9baee48 to 25bf2e7 Compare August 27, 2026 21:53
Add an upgrade-planning page to the 9.x collection covering what to
review before moving a production deployment from OpenVox 8 to 9,
alongside the existing package-mechanics page (upgrade_minor):

- Component version table: Ruby 3.2 -> 4.0, OpenSSL 3.0 -> 3.5,
  OpenFact 5.x -> 6.x, JRuby 9.4 -> 10.1, Java 21/25 (17 dropped)
- Ruby 4.0 review guidance for custom facts, functions, types,
  providers, and agent/server-installed gems
- Behavior changes verified against the 9.0.0 prerelease sources:
  deferred functions preprocessed by default again (openvox#462),
  reports default store -> none (openvox#583), and the server
  setting fallback deprecation (openvox#536 - root agents still
  fall back with a warning, non-root runs fail; the code keeps the
  root fallback in beta2, so the page documents the deprecation
  rather than a hard removal)
- Removed settings (configprint, pluginsync, data_binding_terminus,
  environment_data_provider) and other removals (regsubst encoding
  argument, pe_serverversion fact, zone_core module, Java keystores,
  legacy PAL APIs)
- Server/OpenVoxDB notes: Java 17 dropped, Jetty 12, OpenVoxDB
  Debian 11/12 packages discontinued, openvox-server 9 requires
  openvox-agent 9 on the same host
- Test-then-upgrade checklist and upgrade order

Also add the nav entry and cross-link the page from the breaking-
changes callout in upgrade_minor.

Updated after the server, OpenVoxDB, and OpenFact 6 preview cutovers
(OpenVoxProject#457, OpenVoxProject#458, OpenVoxProject#459): per-component release-notes links, OpenVox Server 9
also dropping Debian 11/12 and Amazon Linux 2, the OpenVox Server 9
filebucket read-authorization change (openvox-server#549), the OpenVoxDB
bootstrap.cfg jetty10-service pitfall for upgrades from 8.14.0 or
earlier, the PostgreSQL 14 minimum, and the concrete OpenFact 6 changes
that affect fact code.

Part of OpenVoxProject#456

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Michael Harp <mike@mikeharp.com>
@miharp
miharp force-pushed the docs/openvox8-to-9-upgrade branch from 25bf2e7 to 3934834 Compare September 3, 2026 14:07
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