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Chapter 16. Upgrading to OpenShift Data Foundation

16.1. Overview of the OpenShift Data Foundation update process

This chapter helps you to upgrade between the minor releases and z-streams for all Red Hat OpenShift Data Foundation deployments (Internal, Internal-Attached and External). The upgrade process remains the same for all deployments.

You can upgrade OpenShift Data Foundation and its components, either between minor releases like 4.9 and 4.10, or between z-stream updates like 4.10.0 and 4.10.1 by enabling automatic updates (if not done so during operator installation) or performing manual updates. When a new z-stream release becomes available, the upgrade process triggers automatically if the update strategy was set to Automatic.

You also need to upgrade the different parts of Red Hat OpenShift Data Foundation in the following order for both internal and external mode deployments:

  1. Update OpenShift Container Platform according to the Updating clusters documentation for OpenShift Container Platform.
  2. Update Red Hat OpenShift Data Foundation.

    1. To prepare a disconnected environment for updates, see Operators guide to using Operator Lifecycle Manager on restricted networks to be able to update OpenShift Data Foundation as well as Local Storage Operator when in use.
    2. For updating between minor releases, see Updating Red Hat OpenShift Data Foundation 4.9 to 4.10.
    3. For updating between z-stream releases, see Updating Red Hat OpenShift Data Foundation 4.10.x to 4.10.y.
    4. For updating external mode deployments, you must also perform the steps from section Updating the Red Hat OpenShift Data Foundation external secret.
    5. If you use local storage, then update the Local Storage operator. See Checking for Local Storage Operator deployments if you are unsure.

Update considerations

Review the following important considerations before you begin.

  • The Red Hat OpenShift Container Platform version is the same as Red Hat OpenShift Data Foundation.

    See the Interoperability Matrix for more information about supported combinations of OpenShift Container Platform and Red Hat OpenShift Data Foundation.

  • The Local Storage Operator is fully supported only when the Local Storage Operator version matches the Red Hat OpenShift Container Platform version.
  • The flexible scaling feature is available only in new deployments of OpenShift Data Foundation. For more information, see Scaling storage guide.

16.2. Updating Red Hat OpenShift Data Foundation 4.9 to 4.10

This chapter helps you to upgrade between the minor releases for all Red Hat OpenShift Data Foundation deployments (Internal, Internal-Attached and External). The upgrade process remains the same for all deployments. The Only difference is what gets upgraded and what’s not.

  • For Internal and Internal-attached deployments, upgrading OpenShift Data Foundation upgrades all OpenShift Data Foundation services including the backend Ceph Storage cluster.
  • For External mode deployments, upgrading OpenShift Data Foundation only upgrades the OpenShift Data Foundation service while the backend Ceph storage cluster remains untouched and needs to be upgraded separately.

    We recommend upgrading RHCS along with OpenShift Data Foundation in order to get new feature support, security fixes, and other bug fixes. Since we do not have a strong dependency on RHCS upgrade, you can upgrade the OpenShift Data Foundation operator first followed by RHCS upgrade or vice-versa. See solution to know more about Red Hat Ceph Storage releases.

Important

Upgrading to 4.10 directly from any version older than 4.9 is unsupported.

Prerequisites

  • Ensure that the OpenShift Container Platform cluster has been updated to the latest stable release of version 4.10.X, see Updating Clusters.
  • Ensure that the OpenShift Data Foundation cluster is healthy and data is resilient.

    • Navigate to Storage → Data Foundation → Storage Systems tab and then click on the storage system name.
    • Check for the green tick on the status card of both Overview - Block and File and Object tabs. Green tick indicates that the storage cluster, object service and data resiliency are all healthy.
  • Ensure that all OpenShift Data Foundation Pods, including the operator pods, are in Running state in the openshift-storage namespace.

    To view the state of the pods, on the OpenShift Web Console, click Workloads → Pods. Select openshift-storage from the Project drop-down list.

    Note

    If the Show default projects option is disabled, use the toggle button to list all the default projects.

  • Ensure that you have sufficient time to complete the OpenShift Data Foundation update process, as the update time varies depending on the number of OSDs that run in the cluster.

Procedure

  1. On the OpenShift Web Console, navigate to Operators → Installed Operators.
  2. Select openshift-storage project.
  3. Click the OpenShift Data Foundation operator name.
  4. Click the Subscription tab and click the link under Update Channel.
  5. Select the Stable-4.10 update channel and Save it.
  6. If the Upgrade status shows requires approval, click on requires approval.

    1. On the Install Plan Details page, click Preview Install Plan.
    2. Review the install plan and click Approve.

      Wait for the Status to change from Unknown to Created.

  7. Navigate to Operators → Installed Operators.
  8. Select the openshift-storage project.

    Wait for the OpenShift Data Foundation Operator Status to change to Up to date.

Verification steps

  • Check the Version below the OpenShift Data Foundation name and check the operator status.

    • Navigate to Operators → Installed Operators and select the openshift-storage project.
    • When the upgrade completes, the version updates to a new version number for OpenShift Data Foundation and status changes to Succeeded with a green tick.
  • Verify that the OpenShift Data Foundation cluster is healthy and data is resilient.

    • Navigate to StorageData FoundationStorage Systems tab and then click on the storage system name.
    • Check for the green tick on the status card of Overview- Block and File and Object tabs. Green tick indicates that the storage cluster, object service and data resiliency is healthy.
  • If verification steps fail, contact Red Hat Support.
Important

After updating external mode deployments, you must also update the external secret. For instructions, see Updating the OpenShift Data Foundation external secret.

Additional Resources

If you face any issues while updating OpenShift Data Foundation, see the Commonly required logs for troubleshooting section in the Troubleshooting guide.

16.3. Updating Red Hat OpenShift Data Foundation 4.10.x to 4.10.y

This chapter helps you to upgrade between the z-stream release for all Red Hat OpenShift Data Foundation deployments (Internal, Internal-Attached and External). The upgrade process remains the same for all deployments. The Only difference is what gets upgraded and what’s not.

  • For Internal and Internal-attached deployments, upgrading OpenShift Data Foundation upgrades all OpenShift Data Foundation services including the backend Ceph Storage cluster.
  • For External mode deployments, upgrading OpenShift Data Foundation only upgrades the OpenShift Data Foundation service while the backend Ceph storage cluster remains untouched and needs to be upgraded separately.

    Hence, we recommend upgrading RHCS along with OpenShift Data Foundation in order to get new feature support, security fixes, and other bug fixes. Since we do not have a strong dependency on RHCS upgrade, you can upgrade the OpenShift Data Foundation operator first followed by RHCS upgrade or vice-versa. See solution to know more about Red Hat Ceph Storage releases.

When a new z-stream release becomes available, the upgrade process triggers automatically if the update strategy was set to Automatic. If the update strategy is set to Manual then use the following procedure.

Prerequisites

  • Ensure that the OpenShift Container Platform cluster has been updated to the latest stable release of version 4.10.X, see Updating Clusters.
  • Ensure that the OpenShift Data Foundation cluster is healthy and data is resilient.

    • Navigate to Storage → Data Foundation → Storage Systems tab and then click on the storage system name.
    • Check for the green tick on the status card of Overview - Block and File and Object tabs. Green tick indicates that the storage cluster, object service and data resiliency is healthy.
  • Ensure that all OpenShift Data Foundation Pods, including the operator pods, are in Running state in the openshift-storage namespace.

    To view the state of the pods, on the OpenShift Web Console, click Workloads → Pods. Select openshift-storage from the Project drop-down list.

    Note

    If the Show default projects option is disabled, use the toggle button to list all the default projects.

  • Ensure that you have sufficient time to complete the OpenShift Data Foundation update process, as the update time varies depending on the number of OSDs that run in the cluster.

Procedure

  1. On the OpenShift Web Console, navigate to Operators → Installed Operators.
  2. Select openshift-storage project.

    Note

    If the Show default projects option is disabled, use the toggle button to list all the default projects.

  3. Click the OpenShift Data Foundation operator name.
  4. Click the Subscription tab.
  5. If the Upgrade Status shows require approval, click on requires approval link.
  6. On the InstallPlan Details page, click Preview Install Plan.
  7. Review the install plan and click Approve.
  8. Wait for the Status to change from Unknown to Created.

Verification steps

  • Check the Version below the OpenShift Data Foundation name and check the operator status.

    • Navigate to Operators → Installed Operators and select the openshift-storage project.
    • When the upgrade completes, the version updates to a new version number for OpenShift Data Foundation and status changes to Succeeded with a green tick.
  • Verify that the OpenShift Data Foundation cluster is healthy and data is resilient.

    • Navigate to Storage → Data Foundation → Storage Systems tab and then click on the storage system name.
    • Check for the green tick on the status card of Overview - Block and File and Object tabs. Green tick indicates that the storage cluster, object service and data resiliency is healthy
  • If verification steps fail, contact Red Hat Support.

16.4. Changing the update approval strategy

To ensure that the storage system gets updated automatically when a new update is available in the same channel, we recommend keeping the update approval strategy to Automatic. Changing the update approval strategy to Manual will need manual approval for each upgrade.

Procedure

  1. Navigate to Operators → Installed Operators.
  2. Select openshift-storage from the Project drop-down list.

    Note

    If the Show default projects option is disabled, use the toggle button to list all the default projects.

  3. Click on OpenShift Data Foundation operator name
  4. Go to the Subscription tab.
  5. Click on the pencil icon for changing the Update approval.
  6. Select the update approval strategy and click Save.

Verification steps

  • Verify that the Update approval shows the newly selected approval strategy below it.