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docs: updated the upgrade documentation (#498)
* docs: updated the upgrade documentation Signed-off-by: Bala Harish <[email protected]> * docs: modified the note as per the comments Signed-off-by: Bala Harish <[email protected]> * docs: modified the docs Signed-off-by: Bala Harish <[email protected]> * docs: updated the docs Signed-off-by: Bala Harish <[email protected]> --------- Signed-off-by: Bala Harish <[email protected]>
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docs/main/user-guides/upgrades.md

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@@ -9,7 +9,7 @@ description: Upgrade to the latest OpenEBS version.
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---
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:::important
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Upgrade from OpenEBS 3.x to OpenEBS 4.1.1 is only supported for the below storages installed from OpenEBS 3.x.
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The upgrade from OpenEBS 3.x to OpenEBS 4.x is supported only for the following storages installed from OpenEBS 3.x.
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- Local PV Hostpath
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- Local PV LVM
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## Overview
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This upgrade flow allows the users to upgrade to the latest OpenEBS version 4.1.1 which is a unified installer for three Local Storages (a.k.a Local Engines):
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This upgrade process allows you to upgrade to the latest OpenEBS version 4.2 which is a unified installer for three Local Storages (a.k.a Local Engines):
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- Local PV HostPath
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- Local PV LVM
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- Local PV ZFS
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and one Replicated Storage (a.k.a Replicated Engine):
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- Replicated PV Mayastor
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As a part of upgrade to OpenEBS 4.1.1, the helm chart would install all four engines irrespective of the engine the user was using prior to the upgrade.
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As a part of the upgrade to OpenEBS 4.2, the helm chart will install all four engines irrespective of the engine you used before the upgrade.
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:::info
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During the upgrade, advanced users who are only interested in Local PV Storage, can disable the Replicated PV Mayastor by setting the below option:
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During the upgrade, if you are only interested in Local PV Storage, you can disable Replicated PV Mayastor by setting the below option:
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```
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--set engines.replicated.mayastor.enabled=false
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```
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:::note
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If you are using a custom helm chart to use OpenEBS, compare your set of helm values against the new helm values and the values of the dependency helm charts, [here](https://github.com/openebs/openebs/blob/HEAD/charts/values.yaml).
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If you are using a custom helm chart to use OpenEBS, compare your set of helm values against the new helm values and the values of the dependency helm charts. Refer [values.yaml](https://github.com/openebs/openebs/blob/HEAD/charts/values.yaml) for more details.
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For users who have used helm v3.13 or above to install their chart, and not used helm's `--set` and/or `-f` options to configure their chart values, using the `-a` option with your `helm get values` command will let you capture your configuration values.
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If you have used helm v3.13 or above to install their chart, and not used helm's `--set` and/or `-f` options to configure their chart values, using the `-a` option with your `helm get values` command will let you capture your configuration values.
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Feel free to reach out via our communication channels.
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Feel free to reach out via our [communication channels](../community.md).
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:::
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## Local Storage Upgrade
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## Local Storage
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The upgrade process for Local PV Hostpath, Local PV LVM, and Local PV ZFS are largely identical, with a few changes in helm values depending on the Local PV Storage variant we are upgrading from.
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This section describes the Local Storage upgrade from OpenEBS chart 3.x to OpenEBS 4.1.1. The upgrade process for Local PV Hostpath, Local PV LVM, and Local PV ZFS are largely identical, with a few changes in helm values depending on the Local PV Storage variant we are upgrading from.
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:::note
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Downgrades are not supported.
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:::
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### From 3.x to 4.2
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This section describes the Local Storage upgrade from OpenEBS chart 3.x to OpenEBS 4.2.
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1. Execute the 4.1.1 upgrade command.
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1. Execute the 4.2 upgrade command.
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```
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helm upgrade openebs openebs/openebs -n openebs -f old-values.yaml --version 4.1.1
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helm upgrade openebs openebs/openebs -n openebs -f old-values.yaml --version 4.2
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```
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:::note
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If the upgrade is from Local PV LVM or Local PV ZFS storage solution, additional helm values must be specified with the above command to prevent upgrade process conflicts. The installed CRDs in 3.x would be in conflict with the CRDs in 4.1.1 as the chart structure has changed. Hence, they must be disabled.
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If upgrading from Local PV LVM or Local PV ZFS storage solution, additional helm values must be specified with the above command to prevent upgrade process conflicts. The installed CRDs in 3.x would conflict with the CRDs in 4.2 as the chart structure has changed. Hence, they must be disabled.
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- For Upgrade from Local PV LVM, use
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Add both of these options, if your chart has both of these enabled.
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:::
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3. Verify that the CRDs, Volumes, Snapshots and StoragePools are unaffected by the upgrade process.
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2. Verify that the CRDs, Volumes, Snapshots, and StoragePools are not affected by the upgrade process.
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## Replicated Storage
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### From 4.x to 4.2
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This section describes the Replicated Storage upgrade from OpenEBS Umbrella chart 3.x to OpenEBS 4.1.1.
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This section describes the Local Storage upgrade from OpenEBS chart 4.x to OpenEBS 4.2.
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1. Start the helm upgrade process with the new chart, i.e. 4.1.1 by using the below command:
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1. Execute the 4.2 upgrade command.
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:::caution
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Upgrades from 3.x to 4.x require the option `--set mayastor.agents.core.rebuild.partial.enabled=false` in the **helm upgrade** command to ensure data consistency during upgrade. Upgrades from 4.x onwards to newer version do not require it.
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```
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helm upgrade openebs openebs/openebs -n openebs -f old-values.yaml --version 4.2
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```
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2. Verify that the CRDs, Volumes, Snapshots, and StoragePools are not affected by the upgrade process.
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## Replicated Storage Upgrade
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:::note
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Downgrades are not supported.
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:::
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This applies to the **kubectl mayastor upgrade** command as well, if you're using the `mayastor/mayastor` chart and not the `openebs/openebs` chart: `kubectl mayastor upgrade --set agents.core.rebuild.partial.enabled=false`
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### From 3.x to 4.2
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This section describes the Replicated Storage upgrade from OpenEBS Umbrella chart 3.x to OpenEBS 4.2.
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1. Start the helm upgrade process with the new chart, i.e. 4.2 by using the below command:
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:::caution
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Upgrades from 3.x to 4.x require the option `--set mayastor.agents.core.rebuild.partial.enabled=false` in the **helm upgrade** command to ensure data consistency during the upgrade. Upgrades from 4.x onwards to newer versions do not require it.
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:::
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```
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# Add the option --set mayastor.agents.core.rebuild.partial.enabled=false if
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# the source version is a 3.x release.
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helm upgrade openebs openebs/openebs -n openebs -f old-values.yaml --version 4.1.1 \
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helm upgrade openebs openebs/openebs -n openebs -f old-values.yaml --version 4.2 \
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--set openebs-crds.csi.volumeSnapshots.enabled=false
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```
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2. Verify that the CRDs, Volumes, Snapshots and StoragePools are unaffected by the upgrade process.
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:::important
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The `--reuse-values` option should not be used with `helm upgrade`, as it may cause the pre-upgrade images to be used instead of the new images. Instead the `--reset-then-reuse-values` option is recommended.
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:::
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2. Verify that the CRDs, Volumes, Snapshots, and StoragePools are not affected by the upgrade process.
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3. Start the Replicated Storage upgrade process by using the kubectl mayastor plugin v2.7.1.
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openebs-upgrade-v2-7-1-s58xl 0/1 Completed 0 7m4s
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```
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4. Once the upgrade process completes, all the volumes and pools should be online.
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4. Once the upgrade process is completed, all the volumes and pools should be online.
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5. If you have disabled the partial rebuild during the upgrade, re-enable it by adding the value `--set mayastor.agents.core.rebuild.partial.enabled=true` in the upgrade command.
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```
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helm upgrade openebs openebs/openebs -n openebs --reuse-values --version 4.1.1 \
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helm upgrade openebs openebs/openebs -n openebs --reuse-values --version 4.2 \
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--set mayastor.agents.core.rebuild.partial.enabled=true
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### From 4.x to 4.2
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This section describes the Replicated Storage upgrade from OpenEBS Umbrella chart 4.x to OpenEBS 4.2.
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1. Start the helm upgrade process with the new chart, i.e. 4.2 by using the below command:
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```
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helm upgrade openebs openebs/openebs -n openebs -f old-values.yaml --version 4.2
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```
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2. Verify that the CRDs, Volumes, Snapshots and StoragePools are unaffected by the upgrade process.
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3. Start the Replicated Storage upgrade process by using the kubectl mayastor plugin v2.7.1.
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```
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kubectl mayastor upgrade -n openebs
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```
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- This deploys an upgrade process of K8s resource type Job.
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```
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kubectl get jobs -n openebs
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NAME COMPLETIONS DURATION AGE
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openebs-upgrade-v2-7-1 1/1 4m49s 6m11s
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```
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- Wait for the upgrade job to complete.
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```
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kubectl get pods -n openebs
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openebs-upgrade-v2-7-1-s58xl 0/1 Completed 0 7m4s
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```
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4. Once the upgrade process is completed, all the volumes and pools should be online.
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## See Also
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- [Release Notes](../releases.md)
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- [Troubleshooting](../troubleshooting/troubleshooting-local-storage.md)
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- [Join our Community](../community.md)
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- [Join our Community](../community.md)

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