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Upgrade with the operator

Contributors juliantap
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You can easily upgrade an existing Astra Trident installation using the operator.

Before you begin

To upgrade using the operator, the following conditions should be met:

  • You must have a CSI-based Astra Trident installation. All releases from 19.07 on are CSI-based. You can examine the pods in your Trident namespace to verify.

    • Pod naming in versions earlier than 23.01 follows a trident-csi-* convention.

    • Pod naming in 23.01 and later uses: trident-controller-<generated id> for the controller pod; trident-node-<operating system>-<generated id> for the node pods; trident-operator-<generated id> for the operator pod.

  • If you have uninstalled CSI Trident and the metadata from the installation persists, you can upgrade by using the operator.

  • Only one Astra Trident installation should exist across all the namespaces in a given Kubernetes cluster.

  • You should be using a Kubernetes cluster running a supported Kubernetes version.

  • If alpha snapshot CRDs are present, you should remove them with tridentctl obliviate alpha-snapshot-crd. This deletes the CRDs for the alpha snapshot spec. For existing snapshots that should be deleted/migrated, see this blog.

Warning

  • When upgrading Trident using the operator on OpenShift Container Platform, you should upgrade to Trident 21.01.1 or later. The Trident operator released with 21.01.0 contains a known issue that has been fixed in 21.01.1. For more details, see the issue details on GitHub.

  • Do not use the operator to upgrade Trident if you are using an etcd-based Trident release (19.04 or earlier).

Upgrade a cluster-scoped Trident operator installation

Follow these steps to upgrade a cluster-scoped Trident operator installation. All Astra Trident versions 21.01 and above use a cluster-scoped operator.

Steps

  1. Verify your Astra Trident version:

    ./tridentctl -n trident version

  2. Delete the Trident operator that was used to install the current Astra Trident instance. For example, if you are upgrading from 22.01, run the following command:

    kubectl delete -f 22.01/trident-installer/deploy/bundle.yaml -n trident

  3. If you customized your initial installation using TridentOrchestrator attributes, you can edit the TridentOrchestrator object to modify the installation parameters. This might include changes made to specify mirrored Trident and CSI image registries for offline mode, enable debug logs, or specify image pull secrets.

  4. Install Astra Trident using the correct bundle YAML file for your environment and Astra Trident version. For example, if you are installing Astra Trident 23.01 for Kubernetes 1.26, run the following command:

    kubectl create -f 23.01.1/trident-installer/deploy/bundle_post_1_25.yaml -n trident
    Note

    Trident provides a bundle file that can be used to install the operator and create associated objects for your Kubernetes version.
Results

The Trident operator will identify an existing Astra Trident installation and upgrade it to the same version as the operator.

Upgrade a namespace-scoped operator installation

Follow these steps to upgrade from an instance of Astra Trident installed using the namespace-scoped operator (versions 20.07 through 20.10).

Steps

  1. Verify the status of the existing Trident installation. To do this, check the Status of TridentProvisioner. The status should be Installed.

    kubectl describe tprov trident -n trident | grep Message: -A 3
Message:  Trident installed
Status:   Installed
Version:  v20.10.1
    Note If status shows Updating, ensure you resolve it before proceeding. For a list of possible status values, see here.

  2. Create the TridentOrchestrator CRD by using the manifest provided with the Trident installer.

    # Download the release required [23.01.1]
mkdir 23.01.1
cd 23.01.1
wget https://github.com/NetApp/trident/releases/download/v23.01.1/trident-installer-23.01.1.tar.gz
tar -xf trident-installer-23.01.1.tar.gz
cd trident-installer
kubectl create -f deploy/crds/trident.netapp.io_tridentorchestrators_crd_post1.16.yaml

  3. Delete the namespace-scoped operator by using its manifest. To complete this step, you need the bundle YAML file used to deploy the namespace-scoped operator from https://github.com/NetApp/trident/tree/stable/vXX.XX/deploy/BUNDLE.YAML where vXX.XX is the version number and BUNDLE.YAML is the bundle YAML file name.

    Note You should make the necessary changes to the Trident install parameters (for example, changing the values for tridentImage, autosupportImage, private image repository, and providing imagePullSecrets) after deleting the namespace-scoped operator and before installing the cluster-scoped operator. For a complete list of parameters that can be updated, refer to the configuration options. 
    #Ensure you are in the right directory
pwd
/root/20.10.1/trident-installer

#Delete the namespace-scoped operator
kubectl delete -f deploy/<BUNDLE.YAML> -n trident
serviceaccount "trident-operator" deleted
clusterrole.rbac.authorization.k8s.io "trident-operator" deleted
clusterrolebinding.rbac.authorization.k8s.io "trident-operator" deleted
deployment.apps "trident-operator" deleted
podsecuritypolicy.policy "tridentoperatorpods" deleted

#Confirm the Trident operator was removed
kubectl get all -n trident
NAME                               READY   STATUS    RESTARTS   AGE
pod/trident-csi-68d979fb85-dsrmn   6/6     Running   12         99d
pod/trident-csi-8jfhf              2/2     Running   6          105d
pod/trident-csi-jtnjz              2/2     Running   6          105d
pod/trident-csi-lcxvh              2/2     Running   8          105d

NAME                  TYPE        CLUSTER-IP       EXTERNAL-IP   PORT(S)              AGE
service/trident-csi   ClusterIP   10.108.174.125   <none>        34571/TCP,9220/TCP   105d

NAME                         DESIRED   CURRENT   READY   UP-TO-DATE   AVAILABLE   NODE SELECTOR                                     AGE
daemonset.apps/trident-csi   3         3         3       3            3           kubernetes.io/arch=amd64,kubernetes.io/os=linux   105d

NAME                          READY   UP-TO-DATE   AVAILABLE   AGE
deployment.apps/trident-csi   1/1     1            1           105d

NAME                                     DESIRED   CURRENT   READY   AGE
replicaset.apps/trident-csi-68d979fb85   1         1         1       105d

    At this stage, the trident-operator-xxxxxxxxxx-xxxxx pod is deleted.

  4. (Optional) If the install parameters need to be modified, update the TridentProvisioner spec. These could be changes such as modifying the private image registry to pull container images from, enabling debug logs, or specifying image pull secrets.

    kubectl patch tprov <trident-provisioner-name> -n <trident-namespace> --type=merge -p '{"spec":{"debug":true}}'

  5. Install the Trident operator.

    Note Installing the cluster-scoped operator initiates the migration of TridentProvisioner objects to TridentOrchestrator objects, deletes TridentProvisioner objects and the tridentprovisioner CRD, and upgrades Astra Trident to the version of the cluster-scoped operator being used. In the example that follows, Trident is upgraded to 23.01.1.
    Important Upgrading Astra Trident using the Trident operator results in the migration of tridentProvisioner to a tridentOrchestrator object with the same name. This is automatically handled by the operator. The upgrade will also have Astra Trident installed in the same namespace as before. 
    #Ensure you are in the correct directory
pwd
/root/23.01.1/trident-installer

#Install the cluster-scoped operator in the **same namespace**
kubectl create -f deploy/<BUNDLE.YAML>
serviceaccount/trident-operator created
clusterrole.rbac.authorization.k8s.io/trident-operator created
clusterrolebinding.rbac.authorization.k8s.io/trident-operator created
deployment.apps/trident-operator created
podsecuritypolicy.policy/tridentoperatorpods created

#All tridentProvisioners will be removed, including the CRD itself
kubectl get tprov -n trident
Error from server (NotFound): Unable to list "trident.netapp.io/v1, Resource=tridentprovisioners": the server could not find the requested resource (get tridentprovisioners.trident.netapp.io)

#tridentProvisioners are replaced by tridentOrchestrator
kubectl get torc
NAME      AGE
trident   13s

#Examine Trident pods in the namespace
kubectl get pods -n trident
NAME                                     READY   STATUS    RESTARTS   AGE
trident-controller-79df798bdc-m79dc      6/6     Running   0          1m41s
trident-node-linux-xrst8                 2/2     Running   0          1m41s
trident-operator-5574dbbc68-nthjv        1/1     Running   0          1m52s

#Confirm Trident has been updated to the desired version
kubectl describe torc trident | grep Message -A 3
Message:                Trident installed
Namespace:              trident
Status:                 Installed
Version:                v23.01.1
    Note The trident-controller and pod names reflect the naming convention introduced in 23.01.

Upgrade a Helm-based operator installation

Perform the following steps to upgrade a Helm-based operator installation.

Warning When upgrading a Kubernetes cluster from 1.24 to 1.25 or later that has Astra Trident installed, you must update values.yaml to set excludePodSecurityPolicy to true or add --set excludePodSecurityPolicy=true to the helm upgrade command before you can upgrade the cluster.
Steps

  1. Download the latest Astra Trident release.

  2. Use the helm upgrade command where trident-operator-23.01.1.tgz reflects the version that you want to upgrade to.

    helm upgrade <name> trident-operator-23.01.1.tgz
    Note

    If you set any non-default options during the initial installation (such as specifying private, mirrored registries for Trident and CSI images), use --set to ensure those options are included in the upgrade command, otherwise the values will reset to default.

    For example, to change the default value of tridentDebug, run the following command:

    helm upgrade <name> trident-operator-23.01.1-custom.tgz --set tridentDebug=true

  3. Run helm list to verify that the chart and app version have both been upgraded. Run tridentctl logs to review any debug messages.

Results

The Trident operator will identify an existing Astra Trident installation and upgrade it to the same version as the operator.

Upgrade from a non-operator installation

You can upgrade to the latest release of the Trident operator from a tridentctl installation.

Steps

  1. Download the latest Astra Trident release.

    # Download the release required [23.01.1]
mkdir 23.01.1
cd 23.01.1
wget https://github.com/NetApp/trident/releases/download/v22.01.1/trident-installer-23.01.1.tar.gz
tar -xf trident-installer-23.01.1.tar.gz
cd trident-installer

  2. Create the tridentorchestrator CRD from the manifest.

    kubectl create -f deploy/crds/trident.netapp.io_tridentorchestrators_crd_post1.16.yaml

  3. Deploy the operator.

    #Install the cluster-scoped operator in the **same namespace**
kubectl create -f deploy/<BUNDLE.YAML>
serviceaccount/trident-operator created
clusterrole.rbac.authorization.k8s.io/trident-operator created
clusterrolebinding.rbac.authorization.k8s.io/trident-operator created
deployment.apps/trident-operator created
podsecuritypolicy.policy/tridentoperatorpods created

#Examine the pods in the Trident namespace
NAME                                  READY   STATUS    RESTARTS   AGE
trident-controller-79df798bdc-m79dc   6/6     Running   0          150d
trident-node-linux-xrst8              2/2     Running   0          150d
trident-operator-5574dbbc68-nthjv     1/1     Running   0          1m30s

  4. Create a TridentOrchestrator CR for installing Astra Trident.

    #Create a tridentOrchestrator to initiate a Trident install
cat deploy/crds/tridentorchestrator_cr.yaml
apiVersion: trident.netapp.io/v1
kind: TridentOrchestrator
metadata:
  name: trident
spec:
  debug: true
  namespace: trident

kubectl create -f deploy/crds/tridentorchestrator_cr.yaml

#Examine the pods in the Trident namespace
NAME                                READY   STATUS    RESTARTS   AGE
trident-csi-79df798bdc-m79dc        6/6     Running   0          1m
trident-csi-xrst8                   2/2     Running   0          1m
trident-operator-5574dbbc68-nthjv   1/1     Running   0          5m41s

#Confirm Trident was upgraded to the desired version
kubectl describe torc trident | grep Message -A 3
Message:                Trident installed
Namespace:              trident
Status:                 Installed
Version:                v23.01.1
Results

The existing backends and PVCs are automatically available.