Ubuntu Upgrade Guide: Step-by-Step Without Headaches | Real User Tips

So you're thinking about upgrading Ubuntu? Smart move. I've upgraded my main machine six times over the years - sometimes smoothly, other times with fireworks. Last year's upgrade left my WiFi dead for three hours (more on that later). But when it works? Oh boy, the new features make it worth the sweat. Let's cut through the tech jargon and talk real-world upgrading.

Why Bother With Ubuntu Upgrades Anyway?

Look, I get it. Upgrading feels like fixing something that ain't broke. But remember that security patch from last month? The one that took fifteen minutes to install? Imagine two years of those stacking up. Not pretty.

Fresh Ubuntu releases bring more than security though. The performance boost on my 2018 laptop after upgrading to 22.04 was ridiculous - like giving an old car a new engine. Animations smoothed out, apps launched faster, even battery life improved slightly. And the new dark mode? Chef's kiss.

But here's the ugly truth nobody tells you: skip too many upgrades and you'll hit the point-of-no-return. When Canonical stops supporting your version (like they did with 18.04 recently), you become hacker bait. I learned this the hard way when my cousin's unpatched server got crypto-locked.

The Nasty Surprises Waiting If You Skip Upgrades

Old Version End of Life Date Current Risks
Ubuntu 18.04 LTS April 2023 Zero security updates, critical vulnerabilities
Ubuntu 20.04 LTS April 2025 Limited software compatibility
Ubuntu 21.10 July 2022 Package repositories offline

See that bottom row? That's why my friend Dave lost access to his Python development tools last summer. Had to do an emergency upgrade at midnight. Don't be Dave.

Your Pre-Upgrade Survival Checklist

This isn't like updating your phone. Screw up and you might lose family photos or work documents. I learned this when my external backup drive decided to fail during an upgrade. Here's how to bulletproof your system:

  • Backup EVERYTHING: Use Deja Dup (built into Ubuntu) or just copy your home folder to an external drive. Don't skip hidden files!
  • Power check: Laptop plugged in? Good. Desktop on UPS? Even better. Power outages during upgrades create zombie systems.
  • Clean house: Run sudo apt autoremove to ditch old kernels eating up space
  • Third-party repo audit: Open Software & Updates > Other Software. Disable anything not official. PPAs break upgrades constantly.

Fun fact: That WiFi disaster I mentioned? Caused by a forgotten Broadcom driver PPA. Took me half a Saturday to untangle. Check your repos twice.

The Two Main Roads to Upgrade Ubuntu

Here's where most guides gloss over the reality. I've done both methods across five machines. Your choice depends entirely on your setup:

Method Best For Time Required Risk Level My Personal Success Rate
Graphical Upgrade Most desktop users 45-90 minutes Medium 18/20 successes
Terminal Upgrade Servers, minimal installs 30-60 minutes Low (if done right) 24/25 successes

Surprised the terminal method wins? Me too. But it gives clearer error messages when things go sideways. That said, for most folks clicking through the GUI is perfectly fine.

Step-by-Step: Upgrading Ubuntu GUI Style

This is how I upgraded my mom's computer last month. She literally made tea while it ran. Ideal for non-techies:

  1. Open Software Updater (not Software Center!)
  2. When it finds the new release, click Upgrade...
  3. Read the release notes - seriously, they mention known hardware issues
  4. Disconnect unnecessary peripherals (I've seen USB hubs cause freezes)
  5. Click Install → Enter password → Grab snacks

During the process, you'll see:

  • A progress bar with cryptic messages (don't panic)
  • Several reboots (don't interrupt!)
  • A login screen that looks slightly different (good sign!)

Total downtime? On my Ryzen 5 desktop: 47 minutes. On my 2015 Core i3 laptop: 1 hour 22 minutes. Go walk your dog.

Terminal Method: The Sysadmin's Choice

When I upgrade my home server, this is how I do it. Faster and more transparent:

# First, make sure current system is updated
sudo apt update && sudo apt upgrade -y

# Install the update manager core if missing
sudo apt install update-manager-core

# Launch the upgrade process
sudo do-release-upgrade

Pro tip: Add -d to upgrade to development releases (not for production!). Watch for prompts about config file changes. Unless you've customized things, just hit Enter to keep maintainer versions.

Why I prefer this for servers? Last year during an upgrade, the terminal showed a PHP package conflict before it became catastrophic. The GUI would've barreled ahead blindly.

Upgrade Horror Story: That WiFi nightmare? Happened because I didn't purge old drivers first. Now I always run sudo apt autoremove --purge before upgrading. Learn from my pain.

Post-Upgrade: Don't Celebrate Yet

Login screen looks slick? Great. Now the real work begins. Every Ubuntu upgrade leaves behind some quirks:

The First-Hour Checklist

  1. Check graphics: Open Firefox → YouTube → Play 4K video. Choppy? Might need new drivers.
  2. Test printing: Seriously, CUPS breaks more often than my coffee mug.
  3. Third-party apps: Launch Steam? VirtualBox? Spotify? Check them all.
  4. Mount network drives: Samba shares especially love to break.

Found issues? Don't panic. Most have simple fixes:

Problem Likely Cause Quick Fix
WiFi not working Proprietary driver missing sudo ubuntu-drivers autoinstall
External monitor black Graphics driver reset Reinstall GPU drivers
Printers offline CUPS service stopped sudo systemctl restart cups

Cleaning Up the Upgrade Mess

After upgrading Ubuntu, your system becomes a digital hoarder. Let's declutter:

# Remove obsolete packages
sudo apt autoremove

# Delete old kernel versions (keep at least 1 backup!)
sudo purge-old-kernels

# Clear the package cache 
sudo apt clean

This recovered nearly 5GB on my main machine last upgrade cycle. That's like finding cash in old jeans.

Personal Trick: I create a snapshot with Timeshift BEFORE cleaning. If removing old kernels breaks something (happened once!), I can rewind in minutes.

When Upgrades Go Nuclear: Troubleshooting

Alright, let's talk about the scary stuff. Because sometimes upgrading Ubuntu feels like defusing a bomb.

The Frozen Upgrade Rescue

You're midway through and... everything stops. Screen frozen, progress bar dead. Time for emergency triage:

  1. Wait 20 minutes (seriously, some phases look frozen)
  2. Press Ctrl+Alt+F2 to switch to terminal
  3. Log in → Run top → Look for "dpkg" or "apt" processes
  4. If stuck, kill the process ID with sudo kill -9 PID
  5. Run sudo dpkg --configure -a to resume

This saved me during the 20.04 → 22.04 jump. The GUI installer choked on a corrupted Firefox package. Finished via terminal.

Boot Failures: That Heart-Dropping Moment

Reboot after upgrading and... blinking cursor. Nothing else. Time to break out the big guns:

  • Reboot → Hold Shift for GRUB menu
  • Choose "Advanced options" → Pick previous kernel
  • If boots: sudo apt install --reinstall ubuntu-desktop
  • If not: Use live USB → chroot → repair packages

Got a dedicated GPU? That's usually the culprit. Removing proprietary drivers before upgrading is smarter. Trust me.

Your Burning Ubuntu Upgrade Questions Answered

How often should I upgrade Ubuntu?

For most people: Every LTS release (every 2 years). Why? Because non-LTS releases (like 23.10) only get 9 months of support. I made the mistake of installing 21.04 on my media PC - spent Christmas Eve upgrading instead of watching movies.

Can I skip versions when upgrading?

Technically yes, but please don't. Jumping from 20.04 directly to 22.04? Possible via do-release-upgrade -d. But I've seen this corrupt more systems than a ransomware attack. Upgrade incrementally: 20.04 → 20.10 → 21.04 → etc.

Why is my upgrade option missing?

Three usual suspects:

  1. You disabled "Notify me of new Ubuntu versions" in Software & Updates
  2. No internet connection during update check (happens more than you'd think)
  3. Using a point release that isn't eligible yet (new LTS upgrades open ~3 months post-release)

Should I upgrade via USB instead?

Fresh installs have pros and cons:

Method Pros Cons
In-Place Upgrade Keeps apps/settings, faster Potential for leftover junk
Fresh Install Cleanest system, no upgrade artifacts Reinstall all apps, reconfigure everything

Personally? I only fresh install when changing desktop environments. Otherwise, upgrading Ubuntu in-place saves hours.

Controversial Opinion: The "Ubuntu upgrade is riskier than fresh install" meme is outdated. Since 20.04, Canonical's upgrade process has been rock solid for me. But I still keep backups!

The Hidden Costs Nobody Warns You About

Beyond disk space and time, upgrading Ubuntu has invisible penalties:

  • Learning curve: That fancy new GNOME feature? Might require retraining muscle memory
  • Compatibility gaps: Your favorite app might need reconfiguration (looking at you, Docker)
  • Driver purgatory: Printers, graphics tablets, and niche hardware often need reinstalls

On my audio production PC, upgrading broke my MIDI controller for three days. Had to downgrade ALSA drivers. But the performance gains? Worth every gray hair.

When You Should Delay Your Upgrade

Despite what fanboys say, sometimes waiting is smart:

  • Mission-critical systems (wait 1-2 months after release)
  • Specialized hardware (check Ubuntu forums for your device)
  • During important projects (upgrade after deadline!)

My rule? Check Ubuntu's release announcements for known issues. If your GPU/model is listed? Wait for point release.

Advanced Tactics for Power Users

Once you've mastered basic Ubuntu upgrading, try these pro moves:

Dist-Upgrade vs Full-Upgrade

See these commands floating around? They're not for upgrading Ubuntu versions! Common misunderstanding:

  • sudo apt full-upgrade: Updates packages within your current release
  • sudo apt dist-upgrade: Handles dependency changes during updates
  • Neither does OS version upgrades! That requires do-release-upgrade

Creating Your Own Upgrade Safety Net

After my upgrade disasters, I now do this religiously:

  1. Install Timeshift: sudo apt install timeshift
  2. Configure RSYNC snapshots to external drive
  3. Take manual snapshot labeled "Pre-Upgrade"
  4. Verify snapshot restores GRUB menu

This saved me when a botched upgrade corrupted my display manager. Restored in 15 minutes flat. Worth setting up even if you never need it.

Edge Case: Upgrading Ubuntu with Proprietary Drivers

Graphics cards and WiFi dongles love to break. Here's my bulletproof sequence:

# Remove third-party drivers BEFORE upgrade
sudo ubuntu-drivers uninstall nvidia-driver-xxx

# Perform the upgrade
sudo do-release-upgrade

# Reinstall drivers AFTER upgrade
sudo ubuntu-drivers autoinstall

Yes, you'll have temporary garbage graphics. Yes, it beats driver conflicts. Temporary pain for long-term gain.

Final Reality Check

After helping hundreds of people upgrade Ubuntu, here's the raw truth: Modern Ubuntu upgrades succeed about 95% of the time when following best practices. The horror stories usually involve skipped preparation steps or exotic hardware.

Will you hit snags? Possibly. My last three upgrades went perfectly. The one before that required fixing Plymouth themes. Before that? A GRUB rescue disk adventure. But each upgrade taught me something valuable.

Remember why you're doing this: Security patches, performance boosts, and that sweet new GNOME shine. Take the backups, follow the steps, and embrace the occasional hiccup as tuition for your Linux admin degree. Now go upgrade that system - I'll be over here drinking coffee, ready for your panic emails.

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