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https://issues.apache.org/jira/browse/SOLR-12259?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=16447276#comment-16447276
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Erick Erickson commented on SOLR-12259:
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I should stress that this JIRA will address a subset of the upgrade issues.  
For most schema changes and the like, the information you'd need to "fix" 
things just isn't available. For instance, let's say you index without term 
positions and then decide you need to support phrase queries. The information 
is just _gone_, there's no way Solr, Lucene or an Act of Congress can get it 
back without reindexing from the source. Ditto "oops, we shouldn't have 
included that word in our stopwords". "I need to include term vectors" etc.

The idea here is to support what we can now. So far there are two things:
1> rewrite into the current format
2> add DocValues=true to a field.

UpgradeIndexMergePolicyFactory and UninvertDocValuesMergePolicyFactory seem 
like the building blocks here.

Brainstorming here, all ideas welcome!

> Robustly upgrade indexes
> ------------------------
>
>                 Key: SOLR-12259
>                 URL: https://issues.apache.org/jira/browse/SOLR-12259
>             Project: Solr
>          Issue Type: Improvement
>      Security Level: Public(Default Security Level. Issues are Public) 
>            Reporter: Erick Erickson
>            Assignee: Erick Erickson
>            Priority: Major
>
> The general problem statement is that the current upgrade path is trappy and 
> cumbersome.  It would be a great help "in the field" to make the upgrade 
> process less painful.
> Additionally one of the most common things users want to do is enable 
> docValues, but currently they often have to re-index.
> Issues:
> 1> if I upgrade from 5x to 6x and then 7x, theres no guarantee that when I go 
> to 7x all the segments have been rewritten in 6x format. Say I have a segment 
> at max size that has no deletions. It'll never be rewritten until it has 
> deleted docs. And perhaps 50% deleted docs currently.
> 2> IndexUpgraderTool explicitly does a forcemerge to 1 segment, which is bad.
> 3> in a large distributed system, running IndexUpgraderTool on all the nodes 
> is cumbersome even if <2> is acceptable.
> 4> Users who realize specifying docValues on a field would be A Good Thing 
> have to re-index. We have UninvertDocValuesMergePolicyFactory. Wouldn't it be 
> nice to be able to have this done all at once without forceMerging to one 
> segment.
> Proposal:
> Somehow avoid the above. Currently LUCENE-7976 is a start in that direction. 
> It will make TMP respect max segments size so can avoid forceMerges that 
> result in one segment. What it does _not_ do is rewrite segments with zero 
> (or a small percentage) deleted documents.
> So it  doesn't seem like a huge stretch to be able to specify to TMP the 
> option to rewrite segments that have no deleted documents. Perhaps a new 
> parameter to optimize?
> This would likely require another change to TMP or whatever.
> So upgrading to a new solr would look like
> 1> install the new Solr
> 2> execute 
> "http://node:port/solr/collection_or_core/update?optimize=true&upgradeAllSegments=true";
> What's not clear to me is whether we'd require 
> UninvertDocValuesMergePolicyFactory to be specified and wrap TMP or not.
> Anyway, let's discuss. I'll create yet another LUCENE JIRA for TMP do rewrite 
> all segments that I'll link.
> I'll also link several other JIRAs in here, they're coalescing.



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