Upgrade Guide

Upgrade From PEX to Binary #

Why Upgrade? #

To ensure security and stability, the development team of the User Sync Tool does not support older versions of the Sync Tool. We encourage every user of the tool check for new releases regularly and keep their User Sync Tool up-to-date.

Any User Sync Tool release prior to 2.6.0 is packaged as a pex file, which requires an external Python interpreter to run. To maximize compatibility, builds were targeted to Python 2.7 and Python 3.6 (or below). Starting with 2.6.0, the sync tool is built and distributed as a self-contained binary executable. This executable embeds its own Python environment, removing the requirement of an external Python interpreter.

This build model also makes it possible for the UST to be built with newer versions of Python. The executable build currently runs with Python 3.9 (as of version 2.6.5). Older versions of Python are either no longer maintained, or are nearing end-of-life.

The User Sync Tool also has many new features unavailable in older versions.

  • Instant access to documentation - ./user-sync docs
  • Security key generation - ./user-sync certgen
  • Private key encryption and decryption - ./user-sync encrypt and ./user-sync decrypt
  • Template config generation - ./user-sync example-config
  • LDAP Kerberos Support
  • Admin Console identity connector
  • Adobe Sign Sync capability
  • See the changelog for more details

Compatibility #

The binary build of the UST has been tested on the supported versions of our targeted platforms (Windows, CentOS and Ubuntu). It is compatible with most major versions except for older Ubuntu LTS releases.

The UST development team generally targets the environments supported by Github Actions.

https://github.com/actions/runner-images

With the exception of macOS, which currently isn’t supported, and CentOS, which is supported for certain versions.

Newer Ubuntu builds of the tool are unlikely to be combatible with older releases due to system library changes. It may be possible to upgrade libc and other system packages to get the tool running, but the UST development team will not be able to provide support.

The tool can also be built from source to run on unsupported platforms. See the build instructions in the readme. Note that Python 3.9 is required to build the tool, which may need to be installed on the system (or built from source).

PlatformCompatible?Notes
Windows Server 2012R2?We can’t guarantee 2012R2 compatibility. Use at your own risk.
Windows Server 2016?The sync tool should likely work with 2016, but we can’t guarantee it.
Windows Server 2019Y
Windows Server 2022Y
CentOS/RedHat Enterprise Linux 7Y
CentOS/RedHat Enterprise Linux 8Y
Ubuntu Trusty 12.04N
Ubuntu Xenial 16.04N
Ubuntu Bionic 18.04NBionic is no longer supported as of v2.9.0
Ubuntu Focal 20.04YUse ubuntu-focal build
Ubuntu Jammy 22.04YUse ubuntu-jammy build

Basic Procedure #

Note: If you run multiple sync processes (perhaps to sync from different identity sources), we recommend repeating this procedure for each sync config. You will not need to repeat steps 1 and 2 if each sync is run from the same root directory.

  1. Download the latest release for your platform.

  2. Extract the release archive and copy the user-sync (or user-sync.exe) binary to the system’s sync tool directory.

  3. Run the sync tool in test mode.

    1. Open command-line terminal

    2. cd /path/to/ust

    3. Run the command you would use to make a live sync, but running the UST executable and appending the -t command-line option

      This is the command you would run from the cron job/scheduled task, or the associated shell script/batch file

      Linux example – if the command to run the tool in live mode is python user-sync.pex --process-groups --users mapped then the command to test the new binary version is ./user-sync --process-groups --users mapped -t

      Windows example – using the pex-based command in the Linux example, the command to test the Windows EXE is .\user-sync.exe --process-groups --users mapped -t

  4. Compare log output from test run to log output from previous live run.

    There isn’t an exact procedure we can outline here – each UST installation is different. In general, look at the counts in the sync summary and make sure they aren’t radically different. Look at the log messages for any errors or anomalous behavior.

    Note that log messages in the test run may be worded differently or may appear in a different order.

    If you need help, please reach out.

  5. IF the test logs look good, update the sync command in the cron job/scheduled task or associated script.

    Use the same command you used to test the file with the test mode flag (-t) removed.

    Check the UST logs after the next time it runs to ensure it behaves as expected.

Getting Help #

Please create an issue if you need help with the upgrade process.

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