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- [[PageOutline]]
-
-= Upgrading the Cryptech Alpha HSM =
-
-This page explains how to upgrade the Cryptech Alpha firmware, bootloader,
-and FPGA bitstream (as needed).
-
-All of the operations here use the Alpha's "management" (MGMT) port,
-so that cable must be connected to your Linux or OSX host machine.
-
-== Upgrading from the stock firmware (Berlin workshop or !CrowdSupply) ==
-
-The main feature of the 3.0 firmware release is a completely new HSM
-keystore implementation, which makes better use of the Alpha's keystore
-flash, allows a much larger number of keys, and removes the need for an
-SQL database on the host. (See ReleaseNotes.)
-
-We did not attempt to provide any sort of backwards compatability to the
-original minimalistic keystore implementation, so this upgrade process
-will wipe your keystore. Sorry. More importantly (from the limited
-viewpoint of the upgrade process), it will change how the HSM stores its
-PINs, which complicates the upgrade process.
-
-Because we use the bootloader to upgrade the firmware, and the firmware to
-upgrade the bootloader, both use the PINs stored in the keystore to login,
-so both need to understand the new keystore, so both need to be upgraded.
-
-Because of the tricky nature of this particular upgrade, you must
-perform these steps, in the specified order:
-
-* Install the new host software package using APT or Homebrew.
-* Wipe the HSM keystore to reset PINs back to the "factory" state.
-* Upgrade the main HSM firmware.
-* Upgrade the HSM bootloader.
-* Log in to upgraded HSM to set PINs, etc.
-
-**Upgrading the bootloader before the main firmware will brick your
-Alpha.**  So don't do that.
-
-If something goes horribly wrong and you do somehow manage to brick
-your Alpha, see DisasterRecovery.
-
-== Upgrading from 'ksng' ==
-
-A few intrepid users are already testing the 'ksng' development branch,
-using the instructions at [wiki:UpgradeToKSNG]. In this case, and with future
-upgrades, it it not necessary to either wipe the keystore or upgrade the
-bootloader.
-
-* Install the new host software package using APT or Homebrew.
-* Upgrade the main HSM firmware.
-
-== Install the cryptech-alpha package ==
-
-=== using apt-get on Debian or Ubuntu Linux ===
-
-{{{
-$ sudo apt-get update
-$ sudo apt-get install cryptech-alpha
-}}}
-
-Yes, you have to install it even if you already had it installed, because
-APT wants permission before accepting the new package dependencies.
-
-Or you could instead run:
-
-{{{
-$ sudo apt-get upgrade --with-new-pkgs
-}}}
-
-but that might upgrade unrelated stuff.
-
-If you had the '-ksng' package installed, you might then want to run:
-
-{{{
-$ sudo apt-get remove cryptech-alpha-ksng
-$ sudo apt-get autoclean
-}}}
-
-but nothing terrible is likely to happen if you omit those steps.
-
-If you're running on Debian Jessie, you may need to enable [https://backports.debian.org/Instructions/ `jessie-backports`] and make sure you're getting the `python-serial` and `python-tornado` dependencies from the backports (the versions of those packages in the base Debian Jessie distribution are too old).
-
-=== using Homebrew on OSX ===
-
-If you're upgrading from the original firmware (have not installed the `-ksng` package), a normal Homebrew upgrade cycle
-should suffice:
-
-{{{
-$ brew update
-$ brew upgrade
-}}}
-
-If you have the `-ksng` package installed, you need to tell Homebrew that you want to switch back:
-
-{{{
-$ brew update
-$ brew migrate cryptech-alpha-ksng
-$ brew update
-}}}
-
-In either case, you might then want to do something like:
-
-{{{
-$ brew cleanup
-}}}
-
-but nothing terrible is likely to happen if you omit that step.
-
-If you've tried doing this and nothing happens, you might be hitting a known old bug in Homebrew itself.  Make sure your copy of Homebrew is up to date, and if that still doesn't work, try deinstalling whichever `cryptech-alpha*` package you have installed and reinstalling `cryptech-alpha`.
-
-== Set usual CRYPTECH_* environment variables ==
-
-The upgrade process uses the `CRYPTECH_CTY_CLIENT_SERIAL_DEVICE`
-environment variable.  The easiest way to set it is by using the
-`cryptech_probe` script, just as you would for other usage of the
-Alpha.
-
-{{{
-$ eval `cryptech_probe`
-}}}
-
-(Note: you can use the new `cryptech_muxd` and `cryptech_console`, but
-these instructions assume you are familiar with `cryptech_miniterm`. Or
-you could be using `picocom` or `kermit` or something else. Doesn't matter
-to us.)
-
-== Clear the keystore flash ==
-
-If you are upgrading from the original firmware, you will need to wipe the
-keystore, to avoid confusing the new keystore code.
-
-The good news is that we have a utility to back up and restore the new
-keystore. The bad news is that we don't	have a way to back up the old
-keystore.
-
-{{{
-$ cryptech_miniterm
-
-Username: wheel
-Password: <your-wheel-pin-goes-here>
-
-cryptech> keystore erase YesIAmSure
-
-^]
-}}}
-
-== Upgrade the main HSM firmware ==
-
-{{{
-$ cryptech_upload --firmware --user wheel
-PIN: YouReallyNeedToChangeThisPINRightNowWeAreNotKidding
-}}}
-
-== Upgrade the bootloader ==
-
-{{{
-$ cryptech_upload --bootloader --user wheel --simon-says-whack-my-bootloader
-PIN: YouReallyNeedToChangeThisPINRightNowWeAreNotKidding
-}}}
-
-== (Optional) Upgrade the FPGA bitstream ==
-
-This upgrade includes an experimental ECDSA point multiplier in hardware,
-which the firmware will use if present.
-
-{{{
-$ cryptech_upload --fpga --user wheel
-PIN: YouReallyNeedToChangeThisPINRightNowWeAreNotKidding
-}}}
-
-== Log in and set PINs, masterkey, etcetera ==
-
-{{{
-$ cryptech_miniterm
-
-Username: wheel
-PIN: YouReallyNeedToChangeThisPINRightNowWeAreNotKidding
-
-cryptech> keystore set pin wheel fnord
-cryptech> keystore set pin so    fnord
-cryptech> keystore set pin user  fnord
-cryptech> masterkey set
-
-^]
-}}}