Performing an image-based upgrade for single-node OpenShift clusters using GitOps ZTP¶
You can use a single resource on the hub cluster, the ImageBasedGroupUpgrade custom resource (CR), to manage an imaged-based upgrade on a selected group of managed clusters through all stages. Topology Aware Lifecycle Manager (TALM) reconciles the ImageBasedGroupUpgrade CR and creates the underlying resources to complete the defined stage transitions, either in a manually controlled or a fully automated upgrade flow.
For more information about the image-based upgrade, see "Understanding the image-based upgrade for single-node OpenShift clusters".
Additional resources
Managing the image-based upgrade at scale using the ImageBasedGroupUpgrade CR on the hub¶
The ImageBasedGroupUpgrade CR combines the ImageBasedUpgrade and ClusterGroupUpgrade APIs. For example, you can define the cluster selection and rollout strategy with the ImageBasedGroupUpgrade API in the same way as the ClusterGroupUpgrade API. The stage transitions are different from the ImageBasedUpgrade API. You can use the ImageBasedGroupUpgrade API to combine several stage transitions, also called actions, into one step that share one rollout strategy.
Example ImageBasedGroupUpgrade.yaml
apiVersion: lcm.openshift.io/v1alpha1
kind: ImageBasedGroupUpgrade
metadata:
name: <filename>
namespace: default
spec:
clusterLabelSelectors:
- matchExpressions:
- key: name
operator: In
values:
- spoke1
- spoke4
- spoke6
ibuSpec:
seedImageRef:
image: quay.io/seed/image:4.22.0
version: 4.22.0
pullSecretRef:
name: "<seed_pull_secret>"
extraManifests:
- name: example-extra-manifests
namespace: openshift-lifecycle-agent
oadpContent:
- name: oadp-cm
namespace: openshift-adp
plan:
- actions: ["Prep", "Upgrade", "FinalizeUpgrade"]
rolloutStrategy:
maxConcurrency: 200
timeout: 2400
Where:
clusterLabelSelectors: Clusters to upgrade.seedImageRef: Target platform version, the seed image, and the secret required to access the image.
Note
If you add the seed image pull secret in the hub cluster, in the same namespace as the ImageBasedGroupUpgrade resource, the secret is added to the manifest list for the Prep stage. The secret is recreated in each spoke cluster in the openshift-lifecycle-agent namespace.
extraManifests: Optional: Applies additional manifests, which are not in the seed image, to the target cluster. Also appliesConfigMapobjects for custom catalog sources.oadpContent:ConfigMapresources that contain the OADPBackupandRestoreCRs.plan: Upgrade plan details.maxConcurrency: Number of clusters to update in a batch.timeout: Timeout limit to complete the action in minutes.
Supported action combinations¶
Actions are the list of stage transitions that TALM completes in the steps of an upgrade plan for the selected group of clusters. Each action entry in the ImageBasedGroupUpgrade CR is a separate step and a step has one or several actions that share the same rollout strategy. You can achieve more control over the rollout strategy for each action by separating actions into steps.
You can combine these actions differently in your upgrade plan and you can add the next steps later. Wait until the earlier steps either complete or fail before adding a step to your plan. The first action of an added step for clusters that failed a earlier steps must be either Abort or Rollback.
Warning
You cannot remove actions or steps from an ongoing plan.
The following table shows example plans for different levels of control over the rollout strategy:
Example upgrade plans
| Example plan | Description |
|---|---|
plan:
- actions: ["Prep", "Upgrade", "FinalizeUpgrade"]
rolloutStrategy:
maxConcurrency: 200
timeout: 60 |
All actions share the same strategy |
plan:
- actions: ["Prep", "Upgrade"]
rolloutStrategy:
maxConcurrency: 200
timeout: 60
- actions: ["FinalizeUpgrade"]
rolloutStrategy:
maxConcurrency: 500
timeout: 10 |
Some actions share the same strategy |
plan:
- actions: ["Prep"]
rolloutStrategy:
maxConcurrency: 200
timeout: 60
- actions: ["Upgrade"]
rolloutStrategy:
maxConcurrency: 200
timeout: 20
- actions: ["FinalizeUpgrade"]
rolloutStrategy:
maxConcurrency: 500
timeout: 10 |
All actions have different strategies |
Warning
Clusters that fail one of the actions will skip the remaining actions in the same step.
The ImageBasedGroupUpgrade API accepts the following actions:
Prep- Start preparing the upgrade resources by moving to the
Prepstage. Upgrade- Start the upgrade by moving to the
Upgradestage. FinalizeUpgrade- Complete the upgrade on selected clusters that completed the
Upgradeaction by moving to theIdlestage. Rollback- Start a rollback only on successfully upgraded clusters by moving to the
Rollbackstage. FinalizeRollback- Complete the rollback by moving to the
Idlestage. AbortOnFailure- Cancel the upgrade on selected clusters that failed the
PreporUpgradeactions by moving to theIdlestage. Abort- Cancel an ongoing upgrade only on clusters that are not yet upgraded by moving to the
Idlestage.
The following action combinations are supported. A pair of brackets signifies one step in the plan section:
["Prep"],["Abort"]["Prep", "Upgrade", "FinalizeUpgrade"]["Prep"],["AbortOnFailure"],["Upgrade"],["AbortOnFailure"],["FinalizeUpgrade"]["Rollback", "FinalizeRollback"]
Use one of the following combinations when you need to resume or cancel an ongoing upgrade from a completely new ImageBasedGroupUpgrade CR:
["Upgrade","FinalizeUpgrade"]["FinalizeUpgrade"]["FinalizeRollback"]["Abort"]["AbortOnFailure"]
Labeling for cluster selection¶
Use the spec.clusterLabelSelectors field for initial cluster selection. In addition, TALM labels the managed clusters according to the results of their last stage transition.
When a stage completes or fails, TALM marks the relevant clusters with the following labels:
lcm.openshift.io/ibgu-<stage>-completedlcm.openshift.io/ibgu-<stage>-failed
Use these cluster labels to cancel or roll back an upgrade on a group of clusters after troubleshooting the issues.
Warning
If you are using the ImageBasedGroupUpgrade CR to upgrade your clusters, ensure that you update the lcm.openshift.io/ibgu-<stage>-completed or lcm.openshift.io/ibgu-<stage>-failed cluster labels properly after performing troubleshooting or recovery steps on the managed clusters. This ensures that the TALM continues to manage the image-based upgrade for the cluster.
For example, if you want to cancel the upgrade for all managed clusters except for clusters that successfully completed the upgrade, you can add an Abort action to your plan. The Abort action moves back the ImageBasedUpgrade CR to the Idle stage, which cancels the upgrade on clusters that are not yet upgraded. Adding a separate Abort action ensures that the TALM does not perform the Abort action on clusters that have the lcm.openshift.io/ibgu-upgrade-completed label.
The TALM removes the cluster labels after successfully canceling or finalizing the upgrade.
Status monitoring¶
The ImageBasedGroupUpgrade CR ensures a better monitoring experience by aggregating status reporting for all clusters in one place. You can monitor the following actions:
status.clusters.completedActions- Shows all completed actions defined in the
plansection. status.clusters.currentAction- Shows all actions that are currently in progress.
status.clusters.failedActions- Shows all failed actions along with a detailed error message.
Performing an image-based upgrade on managed clusters at scale in several steps¶
For use cases when you need better control of when the upgrade interrupts your service, you can upgrade a set of your managed clusters by using the ImageBasedGroupUpgrade CR. You can use the ImageBasedGroupUpgrade CR to add actions after the earlier step is complete. After evaluating the results of the earlier steps, you can move to the next upgrade stage or troubleshoot any failed steps throughout the procedure.
Warning
Only certain action combinations are supported and listed in Supported action combinations.
Prerequisites
- You have logged in to the hub cluster as a user with
cluster-adminprivileges. - You have created policies and
ConfigMapobjects for resources used in the image-based upgrade. - You have installed the Lifecycle Agent and OADP Operators on all managed clusters through the hub cluster.
Procedure
-
Create a YAML file on the hub cluster that has the
ImageBasedGroupUpgradeCR:apiVersion: lcm.openshift.io/v1alpha1 kind: ImageBasedGroupUpgrade metadata: name: <filename> namespace: default spec: clusterLabelSelectors: - matchExpressions: - key: name operator: In values: - spoke1 - spoke4 - spoke6 ibuSpec: seedImageRef: image: quay.io/seed/image:4.16.0-rc.1 version: 4.16.0-rc.1 pullSecretRef: name: "<seed_pull_secret>" extraManifests: - name: example-extra-manifests namespace: openshift-lifecycle-agent oadpContent: - name: oadp-cm namespace: openshift-adp plan: - actions: ["Prep"] rolloutStrategy: maxConcurrency: 2 timeout: 2400Where:
clusterLabelSelectors: Clusters to upgrade.seedImageRef: Target platform version, the seed image, and the secret required to access the image.
Note
If you add the seed image pull secret in the hub cluster, in the same namespace as the
ImageBasedGroupUpgraderesource, the {lco} adds the secret to the manifest list for thePrepstage. The {lco} recreates the secret in each spoke cluster in theopenshift-lifecycle-agentnamespace.extraManifests: Optional: Applies additional manifests, which are not in the seed image, to the target cluster. Also appliesConfigMapobjects for custom catalog sources.oadpContent: List ofConfigMapresources that contain the OADPBackupandRestoreCRs.plan: Upgrade plan details.
-
Apply the created file by running the following command on the hub cluster:
-
Monitor the status updates by running the following command on the hub cluster:
Example output# ... status: clusters: - completedActions: - action: Prep name: spoke1 - completedActions: - action: Prep name: spoke4 - failedActions: - action: Prep name: spoke6 # ...The earlier output of an example plan starts with the
Prepstage only and you add actions to the plan based on the results of the earlier step. The TALM adds a label to the clusters to mark if the upgrade succeeded or failed. For example, the TALM applies thelcm.openshift.io/ibgu-prep-failedlabel to clusters that failed thePrepstage.After investigating the failure, you can add the
AbortOnFailurestep to your upgrade plan. It moves the clusters labeled withlcm.openshift.io/ibgu-<action>-failedback to theIdlestage. The TALM deletes the resources that are related to the upgrade on the selected clusters. -
Optional: Add the
AbortOnFailureaction to your existingImageBasedGroupUpgradeCR by running the following command:$ oc patch ibgu <filename> --type=json -p \ '[{"op": "add", "path": "/spec/plan/-", "value": {"actions": ["AbortOnFailure"], "rolloutStrategy": {"maxConcurrency": 5, "timeout": 10}}}]'-
Continue monitoring the status updates by running the following command:
-
-
Add the action to your existing
ImageBasedGroupUpgradeCR by running the following command: -
Optional: Add the
AbortOnFailureaction to your existingImageBasedGroupUpgradeCR by running the following command:$ oc patch ibgu <filename> --type=json -p \ '[{"op": "add", "path": "/spec/plan/-", "value": {"actions": ["AbortOnFailure"], "rolloutStrategy": {"maxConcurrency": 5, "timeout": 10}}}]'-
Continue monitoring the status updates by running the following command:
-
-
Add the action to your existing
ImageBasedGroupUpgradeCR by running the following command:
Verification
-
Monitor the status updates by running the following command:
Example output# ... status: clusters: - completedActions: - action: Prep - action: AbortOnFailure failedActions: - action: Upgrade name: spoke1 - completedActions: - action: Prep - action: Upgrade - action: FinalizeUpgrade name: spoke4 - completedActions: - action: AbortOnFailure failedActions: - action: Prep name: spoke6 # ...
Additional resources
- Configuring a shared container partition between ostree stateroots when using GitOps ZTP
- Creating ConfigMap objects for the image-based upgrade with Lifecycle Agent using GitOps ZTP
- About backup and snapshot locations and their secrets
- Creating a Backup CR
- Creating a Restore CR
- Supported action combinations
Performing an image-based upgrade on managed clusters at scale in one step¶
For use cases when service interruption is not a concern, you can upgrade a set of your managed clusters by using the ImageBasedGroupUpgrade custom resource (CR). You can use the ImageBasedGroupUpgrade CR to combine several actions in one step with one rollout strategy. With one rollout strategy, you can reduce the upgrade time but you can only troubleshoot failed clusters after the upgrade plan is complete.
Prerequisites
- You have logged in to the hub cluster as a user with
cluster-adminprivileges. - You have created policies and
ConfigMapobjects for resources used in the image-based upgrade. - You have installed the Lifecycle Agent and OADP Operators on all managed clusters through the hub cluster.
Procedure
-
Create a YAML file on the hub cluster that has the
ImageBasedGroupUpgradeCR:apiVersion: lcm.openshift.io/v1alpha1 kind: ImageBasedGroupUpgrade metadata: name: <filename> namespace: default spec: clusterLabelSelectors: - matchExpressions: - key: name operator: In values: - spoke1 - spoke4 - spoke6 ibuSpec: seedImageRef: image: quay.io/seed/image:4.22.0 version: 4.22.0 pullSecretRef: name: "<seed_pull_secret>" extraManifests: - name: example-extra-manifests namespace: openshift-lifecycle-agent oadpContent: - name: oadp-cm namespace: openshift-adp plan: - actions: ["Prep", "Upgrade", "FinalizeUpgrade"] rolloutStrategy: maxConcurrency: 200 timeout: 2400Where:
clusterLabelSelectors: Clusters to upgrade.seedImageRef: Target platform version, the seed image, and the secret required to access the image.
Note
If you add the seed image pull secret in the hub cluster, in the same namespace as the
ImageBasedGroupUpgraderesource, the secret is added to the manifest list for thePrepstage. The secret is recreated in each spoke cluster in theopenshift-lifecycle-agentnamespace.extraManifests: Optional: Applies additional manifests, which are not in the seed image, to the target cluster. Also appliesConfigMapobjects for custom catalog sources.oadpContent:ConfigMapresources that contain the OADPBackupandRestoreCRs.plan: Upgrade plan details.maxConcurrency: Number of clusters to update in a batch.timeout: Timeout limit to complete the action in minutes.
-
Apply the created file by running the following command on the hub cluster:
Verification
-
Monitor the status updates by running the following command:
Canceling an image-based upgrade on managed clusters at scale¶
You can cancel the upgrade on a set of managed clusters that completed the Prep stage.
Warning
Only certain action combinations are supported and listed in Supported action combinations.
Prerequisites
- You have logged in to the hub cluster as a user with
cluster-adminprivileges.
Procedure
-
Create a separate YAML file on the hub cluster that has the
ImageBasedGroupUpgradeCR:apiVersion: lcm.openshift.io/v1alpha1 kind: ImageBasedGroupUpgrade metadata: name: <filename> namespace: default spec: clusterLabelSelectors: - matchExpressions: - key: name operator: In values: - spoke4 ibuSpec: seedImageRef: image: quay.io/seed/image:4.16.0-rc.1 version: 4.16.0-rc.1 pullSecretRef: name: "<seed_pull_secret>" extraManifests: - name: example-extra-manifests namespace: openshift-lifecycle-agent oadpContent: - name: oadp-cm namespace: openshift-adp plan: - actions: ["Abort"] rolloutStrategy: maxConcurrency: 5 timeout: 10All managed clusters that completed the
Prepstage move back to theIdlestage. -
Apply the created file by running the following command on the hub cluster:
Verification
-
Monitor the status updates by running the following command:
Additional resources
Rolling back an image-based upgrade on managed clusters at scale¶
Roll back the changes on a set of managed clusters if you find unresolvable issues after a successful upgrade. You need to create a separate ImageBasedGroupUpgrade CR and define the set of managed clusters that you want to roll back.
Warning
Only certain action combinations are supported and listed in Supported action combinations.
Prerequisites
- You have logged in to the hub cluster as a user with
cluster-adminprivileges.
Procedure
-
Create a separate YAML file on the hub cluster that has the
ImageBasedGroupUpgradeCR:apiVersion: lcm.openshift.io/v1alpha1 kind: ImageBasedGroupUpgrade metadata: name: <filename> namespace: default spec: clusterLabelSelectors: - matchExpressions: - key: name operator: In values: - spoke4 ibuSpec: seedImageRef: image: quay.io/seed/image:4.22.0-rc.1 version: 4.22.0-rc.1 pullSecretRef: name: "<seed_pull_secret>" extraManifests: - name: example-extra-manifests namespace: openshift-lifecycle-agent oadpContent: - name: oadp-cm namespace: openshift-adp plan: - actions: ["Rollback", "FinalizeRollback"] rolloutStrategy: maxConcurrency: 200 timeout: 2400 -
Apply the created file by running the following command on the hub cluster:
All managed clusters that match the defined labels move back to the
Rollbackand then theIdlestages to complete the rollback.
Verification
-
Monitor the status updates by running the following command:
Additional resources
Troubleshooting image-based upgrades with Lifecycle Agent¶
Perform troubleshooting steps on the managed clusters to resolve any issues.
Warning
If you are using the ImageBasedGroupUpgrade CR to upgrade your clusters, ensure that you update the lcm.openshift.io/ibgu-<stage>-completed or lcm.openshift.io/ibgu-<stage>-failed cluster labels properly after performing troubleshooting or recovery steps on the managed clusters. This ensures that the TALM continues to manage the image-based upgrade for the cluster.
Collecting logs¶
You can use the oc adm must-gather CLI to collect information for debugging and troubleshooting.
To collect data about the Operators, run the following command:
$ oc adm must-gather \
--dest-dir=must-gather/tmp \
--image=$(oc -n openshift-lifecycle-agent get deployment.apps/lifecycle-agent-controller-manager -o jsonpath='{.spec.template.spec.containers[?(@.name == "manager")].image}') \
--image=quay.io/konveyor/oadp-must-gather:latest \//
--image=quay.io/openshift/origin-must-gather:latest
Where:
--image=quay.io/konveyor/oadp-must-gather:latest: Optional: Add this option if you need to gather more information from the OADP Operator.--image=quay.io/openshift/origin-must-gather:latest: Optional: Add this option if you need to gather more information from the SR-IOV Operator.
AbortFailed or FinalizeFailed error¶
- Issue
-
During the finalization stage or when you stop the process at the
Prepstage, Lifecycle Agent cleans up the following resources:- Stateroot that is no longer required
- Precaching resources
- OADP CRs
ImageBasedUpgradeCR
If the Lifecycle Agent fails to clean up these resources, it transitions to the
AbortFailedorFinalizeFailedstates. The condition message and log show the steps that failed, as shown in the following example:Example error message:
- Resolution
-
- Inspect the logs to find the reason for failure.
- To prompt Lifecycle Agent to retry the cleanup, add the
lca.openshift.io/manual-cleanup-doneannotation to theImageBasedUpgradeCR.
After observing this annotation, Lifecycle Agent retries the cleanup and, if it is successful, the
ImageBasedUpgradestage transitions toIdle.If the cleanup fails again, you can manually clean up the resources.
Cleaning up stateroot manually¶
- Issue
- Stopping at the
Prepstage, Lifecycle Agent cleans up the new stateroot. When finalizing after a successful upgrade or a rollback, Lifecycle Agent cleans up the old stateroot. If this step fails, you must inspect the logs to decide why the failure occurred. - Resolution
-
- Check if there are any existing deployments in the stateroot by running the following command:
- If there are any, clean up the existing deployment by running the following command:
- After cleaning up all the deployments of the stateroot, wipe the stateroot directory by running the following commands:
Warning
Ensure that the booted deployment is not in this stateroot.
Cleaning up OADP resources manually¶
- Issue
- Automatic cleanup of OADP resources can fail due to connection issues between Lifecycle Agent and the S3 backend. By restoring the connection and adding the
lca.openshift.io/manual-cleanup-doneannotation, the Lifecycle Agent can successfully cleanup backup resources. - Resolution
-
- Check the backend connectivity by running the following command:
The following example shows successful backend connectivity:
- Remove all backup resources and then add the
lca.openshift.io/manual-cleanup-doneannotation to theImageBasedUpgradeCR.
LVM Storage volume contents not restored¶
When you use LVM Storage to configure dynamic persistent volume storage, LVM Storage might not restore the persistent volume contents if you have configured it incorrectly.
Missing LVM Storage-related fields in Backup CR¶
- Issue
-
Your
BackupCRs might be missing fields that you need to restore your persistent volumes. You can check for events in your application pod to decide if you have this issue by running the following:The following example output shows a pod failing due to missing LVM Storage-related fields in the
BackupCR:Events: Type Reason Age From Message ---- ------ ---- ---- ------- Warning FailedScheduling 58s (x2 over 66s) default-scheduler 0/1 nodes are available: pod has unbound immediate PersistentVolumeClaims. preemption: 0/1 nodes are available: 1 Preemption is not helpful for scheduling.. Normal Scheduled 56s default-scheduler Successfully assigned default/db-1234 to sno1.example.lab Warning FailedMount 24s (x7 over 55s) kubelet MountVolume.SetUp failed for volume "pvc-1234" : rpc error: code = Unknown desc = VolumeID is not found - Resolution
-
You must include
logicalvolumes.topolvm.ioin the applicationBackupCR. Without this resource, the application restores its persistent volume claims and persistent volume manifests correctly, however, thelogicalvolumeassociated with this persistent volume is not restored properly after pivot. The following example shows a correctly configuredBackupCR:apiVersion: velero.io/v1 kind: Backup metadata: labels: velero.io/storage-location: default name: small-app namespace: openshift-adp spec: includedNamespaces: - test includedNamespaceScopedResources: - secrets - persistentvolumeclaims - deployments - statefulsets includedClusterScopedResources: - persistentVolumes - volumesnapshotcontents - logicalvolumes.topolvm.ioTo restore the persistent volumes for your application, you must configure the
includedClusterScopedResourcessection as shown.
Missing LVM Storage-related fields in Restore CR¶
- Issue
- LVM Storage restores the expected resources for the applications but it does not preserve the persistent volume contents after upgrading.
-
List the persistent volumes for you applications by running the following command before pivot:
The following shows the output before pivot:
NAME CAPACITY ACCESS MODES RECLAIM POLICY STATUS CLAIM STORAGECLASS REASON AGE persistentvolume/pvc-1234 1Gi RWO Retain Bound default/pvc-db lvms-vg1 4h45m NAMESPACE NAME STATUS VOLUME CAPACITY ACCESS MODES STORAGECLASS AGE default persistentvolumeclaim/pvc-db Bound pvc-1234 1Gi RWO lvms-vg1 4h45m NAMESPACE NAME AGE logicalvolume.topolvm.io/pvc-1234 4h45m -
List the persistent volumes for you applications by running the following command after pivot:
The following shows the output after pivot:
NAME CAPACITY ACCESS MODES RECLAIM POLICY STATUS CLAIM STORAGECLASS REASON AGE persistentvolume/pvc-1234 1Gi RWO Delete Bound default/pvc-db lvms-vg1 19s NAMESPACE NAME STATUS VOLUME CAPACITY ACCESS MODES STORAGECLASS AGE default persistentvolumeclaim/pvc-db Bound pvc-1234 1Gi RWO lvms-vg1 19s NAMESPACE NAME AGE logicalvolume.topolvm.io/pvc-1234 18s- Resolution
- The reason for this issue is that the
logicalvolumestatus is not preserved in theRestoreCR. This status is important because Velero requires this status to reference the volumes that you must preserve after pivoting. You must include the following fields in the applicationRestoreCR, as shown in the following example:
apiVersion: velero.io/v1 kind: Restore metadata: name: sample-vote-app namespace: openshift-adp labels: velero.io/storage-location: default annotations: lca.openshift.io/apply-wave: "3" spec: backupName: sample-vote-app restorePVs: <restore_pvs> restoreStatus: includedResources: - logicalvolumeswhere:
<restore_pvs>:: To preserve the persistent volumes for your application, you must setrestorePVstotrue.restoreStatus:: To preserve the persistent volumes for your application, you must configure this field as shown.
Debugging failed Backup and Restore CRs¶
- Issue
- The backup or restoration of artifacts failed.
- Resolution
- You can debug
BackupandRestoreCRs and retrieve logs with the OADP CLI. The OADP CLI offers more detailed information than the OpenShift CLI tool.
-
Describe the
BackupCR that has errors by running the following command: -
Describe the
RestoreCR that has errors by running the following command: -
Download the backed up resources to a local directory by running the following command: