Upgrade Preparation

The first step towards an upgrade is to backup any mission-critical data that you may need.  Things like your documents, presentations, homework, etc.  I have never had an issue with an installer breaking and losing my data, but its simply just a good idea.  I’d hate to not have done the “just-in-case” and look back in regret.

Back up all your data by copying or archiving everything from /home/username, including those hidden folders.  This will include your personal files and personal configuration and settings.

Upgrade Requirements

It is worth pointing out that two things are required before you’ll be able to cleanly upgrade your machine.

1. Your machine is completely up to date on its current release.
2. You understand that upgrading is only supporting between single releases or LTS to LTS releases.  (ie; 7.04 -> 7.10 -> 8.04 is OK, 6.06 -> 8.04 is OK)

Once you understand these simple requirements you’re ready to begin.

Upgrading Your Machine

I have outlined upgrade steps in the past, which you may want to refer to for further details (a lot of feedback in the comments section), and I’ll also review them here.

No matter the version you are currently using you can be automagically offered an upgrade by using the Update Manager tool.  This tool can be found via “System > Administration > Update Manager” or via launching it by way of the Run Application Dialog:

ALT+F2 "update-manager"

As mentioned above you need to make sure your machine is up to date on its current release before you’ll be offered the new version.  Do this by clicking “Check” to check for any available updates.

Apply all available updates (these should not normally be delayed, very rarely do updates cause any breakages).

Repeat the update process until you are notified that a new release is available.  You’ll see something similar to this:

If you are still on a previous version of Ubuntu the “available release” may vary, of course.

Remember, if you are upgrading from Ubuntu 7.10 you can upgrade directly to the latest release of 8.04.  If you are using anything previous to that you’ll need to repeat these steps for each release until you arrive at 8.04.  Yes, this might take some time if you are very far behind.

If you are using Ubuntu 6.06 you should be notified that 8.04 is available and you can upgrade directly.

I’ve also linked posts from previous releases.  The steps are generally similar enough to give you a good idea.  Feel free to use them as a reference but not pure-gospel.

Upgrade Ubuntu 6.06 or 7.10 to Ubuntu 8.04

Upgrade 7.10 “Gutsy” to Ubuntu 8.04 “Hardy” (ubuntu-tutorials)

Upgrade 6.06 “Dapper” to Ubuntu 8.04 “Hardy” (ubuntu-tutorials)

Upgrade from Ubuntu Release Candidate to Ubuntu 8.04 Final (ubuntu-tutorials)

Upgrade Ubuntu Images to Final with Jigdo (ubuntu-tutorials)

Upgrade Ubuntu 6.06 “Dapper” Server to Ubuntu 8.04 “Hardy” Server (ubuntu-tutorials)

Upgrade Ubuntu 7.10 (Gutsy Gibbon) to Ubuntu 8.04 LTS (Hardy Heron) Beta (ubuntu geek)

Ubuntu Community Wiki Upgrade Notes (community wiki)

Previous Release Steps

How To Upgrade to Ubuntu 7.10 (ubuntu-tutorials)

Upgrade Ubuntu 7.04 Server to Ubuntu 7.10 (ubuntu-tutorials)

Upgrade Problems?  Try A Different Repository Mirror (ubuntu-tutorials)

Caching Upgrade for Multiple Machines with Apt-Cacher

If you plan on upgrading multiple machines on a single network using the above options please, for your sake and for the sake of the interweb tubes, set up something like Apt-Cacher to make your upgrades more bandwidth efficient!  Basically, if you’ve got two or three machines you plan on upgrading, Apt-Cacher will pull down all the required packages for the first machine & then cache them for the remaining machines.  The second and third (and fourth.. and fifth..) will upgrade tremendously faster and you’ll help unclog the interweb tubes for everyone else