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Upgrade Astra Trident

Contributors juliantap

Astra Trident follows a quarterly release cadence, delivering four major releases every calendar year. Each new release builds on top of the previous releases, providing new features and performance enhancements as well as bug fixes and improvements. We encourage you to upgrade at least once a year to take advantage of the new features in Astra Trident.

Considerations before upgrading

When upgrading to the latest release of Astra Trident, consider the following:

  • There should be only one Astra Trident instance installed across all the namespaces in a given Kubernetes cluster.

  • Starting with Trident 20.01, only the beta release of volume snapshots is supported. Kubernetes administrators should take care to safely back up or convert the alpha snapshot objects to beta to retain the legacy alpha snapshots.

    • CSI Volume Snapshots is now a feature that is GA, beginning with Kubernetes 1.20. Before upgrading, you should remove alpha snapshot CRDs using tridentctl obliviate alpha-snapshot-crd to delete the CRDs for the alpha snapshot spec.

    • The beta release of volume snapshots introduces a modified set of CRDs and a snapshot controller, both of which should be set up before upgrading Astra Trident.

    • For details, refer to What You Need To Know Before Upgrading Your Kubernetes Cluster.

  • All upgrades from versions 19.04 and earlier require the migration of Astra Trident metadata from it own etcd to CRD objects. Ensure you check the documentation specific to your Astra Trident release to understand how the upgrade works.

  • When upgrading, it is important you provide parameter.fsType in StorageClasses used by Astra Trident. You can delete and re-create StorageClasses without disrupting pre-existing volumes.

Step 1: Select a version

Astra Trident versions follow a date-based YY.MM naming convention, where "YY" is the last two digits of the year and "MM" is the month. Dot releases follow a YY.MM.X convention, where "X" is the patch level. You will select the version to upgrade to based on the version you are upgrading from.

  • You can perform a direct upgrade to any target release that is within a four-release window of your installed version. For example, you can upgrade to 23.04 from 22.04 (including any dot releases, such as 22.04.1) directly.

  • If you have an earlier release, you should perform a multi-step upgrade using the documentation of the respective release for specific instructions. This requires you to first upgrade to the most recent release that fits your four-release window. For example, if you are running 18.07 and want to upgrade to the 20.07 release, then follow the multi-step upgrade process as given below:

    1. First upgrade from 18.07 to 19.07.

    2. Then upgrade from 19.07 to 20.07.

Note When upgrading using the Trident 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.

Step 2: Determine the original installation method

Generally, you should upgrade using the same method you used for the initial installation, however you can move between installation methods.

To determine which version you used to originally install Astra Trident:

  1. Use kubectl get pods - trident to examine the pods.

    • If there is no operator pod, Astra Trident was installed using tridentctl.

    • If there is an operator pod, Astra Trident was installed using the Trident operator either manually or using Helm.

  2. If there is an operator pod, use kubectl describe tproc trident to determine if Astra Trident was installed using Helm.

    • If there is a Helm label, Astra Trident was installed using Helm.

    • If there is no Helm label, Astra Trident was installed manually using the Trident operator.

Step 3: Select an upgrade method

There are two methods to upgrade Astra Trident.

When to upgrade using the operator

You can upgrade using the Trident operator if:

  • You originally installed Astra Trident using the operator or using tridentctl.

  • You uninstalled CSI Trident and the metadata from the installation persists.

  • You 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 your version.

    • Pod naming in versions earlier than 23.01 uses: trident-csi-*

    • 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

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

When to upgrade using tridentctl

You can upgrade using tridentctl if you originally installed Astra Trident using `tridenctl'.

tridentctl is the conventional method of installing Astra Trident and provides the most options for those requiring complex customization. For more details, refer to Choose your installation method.

Changes to the operator

The 21.01 release of Astra Trident introduced architectural changes to the operator:

  • The operator is now cluster-scoped. Previous instances of the Trident operator (versions 20.04 through 20.10) were namespace-scoped. An operator that is cluster-scoped is advantageous for the following reasons:

    • Resource accountability: The operator now manages resources associated with an Astra Trident installation at the cluster level. As part of installing Astra Trident, the operator creates and maintains several resources by using ownerReferences. Maintaining ownerReferences on cluster-scoped resources can throw up errors on certain Kubernetes distributors such as OpenShift. This is mitigated with a cluster-scoped operator. For auto-healing and patching Trident resources, this is an essential requirement.

    • Cleaning up during uninstallation: A complete removal of Astra Trident would require all associated resources to be deleted. A namespace-scoped operator might experience issues with the removal of cluster-scoped resources (such as the clusterRole, ClusterRoleBinding and PodSecurityPolicy) and lead to an incomplete clean-up. A cluster-scoped operator eliminates this issue. Users can completely uninstall Astra Trident and install afresh if needed.

  • TridentProvisioner is now replaced with TridentOrchestrator as the Custom Resource used to install and manage Astra Trident. In addition, a new field is introduced to the TridentOrchestrator spec. Users can specify that the namespace Trident must be installed/upgraded from using the spec.namespace field. You can take a look at an example here.