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DOC-2024 - Management Appliance Upgrade Steps (#7804)
* docs: Management Appliance Upgrade Journey * docs: upgrade journey progress * docs: finalise upgrade steps draft * docs: additional upgrade steps and tuning * docs: missed props.version inclusion * docs: move upgrade guidance to new pages * docs: Vale suggestions * Optimised images with calibre/image-actions * docs: missed admonition * Optimised images with calibre/image-actions * Optimised images with calibre/image-actions * Optimised images with calibre/image-actions * Optimised images with calibre/image-actions * Optimised images with calibre/image-actions * Optimised images with calibre/image-actions * Optimised images with calibre/image-actions * Optimised images with calibre/image-actions * docs: Apply suggestions from code review Co-authored-by: Amanda Churi Filanowski <[email protected]> * docs: final code review comments * docs: fix tab groups --------- Co-authored-by: vault-token-factory-spectrocloud[bot] <133815545+vault-token-factory-spectrocloud[bot]@users.noreply.github.com> Co-authored-by: Amanda Churi Filanowski <[email protected]>
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_partials/self-hosted/management-appliance/_upgrade-palette-enablement.mdx

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---
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partial_category: self-hosted
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partial_name: upgrade-palette-prereqs
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---
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- A healthy {props.version} management cluster where you can access the Local UI of the leader node.
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- Verify that your local machine can access the Local UI, as airgapped environments may have strict network policies preventing direct access.
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- If using an external registry, ensure your local machine has access to the external registry server and you have the necessary permissions to push images to the registry.
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- (Optional) The Palette CLI installed on your local machine if you would like to use it to upload content to your external registry. Refer to the <VersionedLink text="Palette CLI" url="/automation/palette-cli"/> guide for installation instructions.
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- Access to the [Artifact Studio](https://artifact-studio.spectrocloud.com/) to download the content bundle for {props.version}.
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- Check that your upgrade path is supported by referring to the <PaletteVertexUrlMapper edition={props.edition} text="Supported Upgrade Paths" url="/upgrade#supported-upgrade-paths"/>.
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---
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partial_category: self-hosted
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partial_name: upgrade-palette-validate
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---
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1. Log in to the Local UI of the leader host of the {props.version} management cluster. By default, Local UI is accessible at `https://<node-ip>:5080`. Replace `<node-ip>` with the IP address of the leader host.
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2. From the left main menu, click **Cluster**.
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3. Check that the `palette-mgmt-plane` pack displays the upgraded version number and is in a **Running** status.
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4. Verify that you can log in to the {props.version} system console and no warning message is displayed.
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5. If you have configured a tenant, log in to the tenant console and verify that Palette displays the correct version number.
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![Palette version in tenant console](/enterprise-version_install-palette_palette-management-appliance_palette-tenant-version.webp)

_partials/self-hosted/management-appliance/_upload-packs-enablement.mdx

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<TabItem value="internal-zot-registry" label="Internal Zot Registry">
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<Tabs>
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<Tabs groupId="upload-method">
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<TabItem label="Local UI Method" value="local-ui-method">
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The upload process starts automatically once the files are selected. You can monitor the upload progress in
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the **Upload Content** dialog.
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Wait for the **Upload Successful** confirmation message to appear.
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Wait for the **File(s) uploaded successfully** confirmation message or the green check mark to appear next to the upload progress bar.
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8. Log in to the {props.version} system console.
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6. Upload the pack bundles to the internal Zot registry using the Palette CLI. Replace `<pack-zst>` with your downloaded pack bundle file and `<management-vip>` with the VIP address of the {props.version} management cluster. If you have changed the default port or the base content path for the Zot registry, replace `30003` with the correct port number and `spectro-content` with the correct content path.
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If you are using custom TLS certificates or choosing to skip TLS, use the appropriate flags as shown below.
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If you are using custom TLS certificates or choosing to skip TLS, use the appropriate flags as shown in the following examples.
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<Tabs>
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<Tabs groupId="tls-palette-cli">
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<TabItem label="Custom TLS Certificate" value="custom-tls-certificate">
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5. Authenticate with your external registry using the command line or a GUI tool of your choice. The following examples
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demonstrate how to authenticate with an OCI registry using the [`oras`](https://oras.land/docs/) CLI tool and the Palette CLI.
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<Tabs>
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<Tabs groupId="external-registry-type">
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<TabItem label="Harbor" value="harbor">
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Use `oras` to log in to your OCI registry. Replace the values below with your environment configuration values.
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If you are using a Harbor registry with a self-signed certificate, add the `--insecure` flag to the
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`oras` command.
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<Tabs>
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<Tabs groupId="tls-harbor">
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<TabItem label="Regular Certificate" value="regular-certificate">
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[AWS ECR Authentication](https://docs.aws.amazon.com/AmazonECR/latest/userguide/getting-started-cli.html#cli-authenticate-registry)
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documentation for more information.
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<Tabs>
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<Tabs groupId="ecr-type">
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<TabItem label="Private ECR" value="private-ecr">
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6. Upload the pack bundles to the OCI registry. The following example commands upload a pack bundle to the OCI registry in the `spectro-content` base path. Replace the values below with your environment configuration values.
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<Tabs>
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<Tabs groupId="external-registry-type">
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<TabItem label="Harbor" value="harbor-upload">
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<TabItem label="Harbor" value="harbor">
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<Tabs>
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<Tabs groupId="tls-harbor">
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<TabItem label="Regular Certificate" value="regular-certificate">
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</TabItem>
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<TabItem label="AWS ECR" value="aws-ecr-upload">
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<TabItem label="AWS ECR" value="aws-ecr">
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```shell
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oras push <aws-ecr-url>/spectro-content/<repository-name>:<tag> --file <path-to-pack-bundle-zst>
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Upload the pack bundles to your external registry using the Palette CLI. Replace `<pack-zst>` with your downloaded pack bundle file, `<registry-dns-or-ip>` with the DNS/IP address of your registry, and `<registry-port>` with the port number of your registry. If you have changed the base content path from the default, replace `spectro-content` with the correct content path.
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If you are using custom TLS certificates or choosing to skip TLS, use the appropriate flags as shown below.
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If you are using custom TLS certificates or choosing to skip TLS, use the appropriate flags as shown in the following examples.
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<Tabs>
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<Tabs groupId="tls-palette-cli">
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<TabItem label="Custom TLS Certificate" value="custom-tls-certificate">
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_partials/self-hosted/management-appliance/_upload-packs-validate.mdx

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1. Use the following example `oras` commands to list the repositories in the OCI registry under the `spectro-content` base path. If you have changed the base content path from the default, replace `spectro-content` with the correct content path. Replace the remaining templated values with your environment configuration values.
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<Tabs>
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<Tabs groupId="external-registry-type">
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<TabItem label="Harbor" value="harbor-list">
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<TabItem label="Harbor" value="harbor">
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<Tabs>
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<Tabs groupId="tls-harbor">
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<TabItem label="Regular Certificate" value="regular-certificate">
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</TabItem>
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<TabItem label="AWS ECR" value="aws-ecr-list">
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<TabItem label="AWS ECR" value="aws-ecr">
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```shell
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oras repo ls <aws-ecr-url>/spectro-content

_partials/self-hosted/management-appliance/_upload-third-party-packs-enablement.mdx

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<TabItem value="internal-zot-registry" label="Internal Zot Registry">
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<Tabs groupId="upload-method">
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<TabItem label="Local UI Method" value="local-ui-method">
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The upload process starts automatically once the files are selected. You can monitor the upload progress in
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the **Upload Content** dialog.
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Wait for the **Upload Successful** confirmation message to appear.
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Wait for the **File(s) uploaded successfully** confirmation message or the green check mark to appear next to the upload progress bar.
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10. Log in to the {props.version} system console.
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6. Upload the packs to the internal Zot registry using the Palette CLI. Replace `<third-party-zst>` and `<third-party-conformance-zst>` with your downloaded Third Party pack ZST files and `<management-vip>` with the VIP address of the {props.version} management cluster. If you have changed the default port or the base content path for the Zot registry, replace `30003` with the correct port number and `spectro-content` with the correct content path.
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If you are using custom TLS certificates or choosing to skip TLS, use the appropriate flags as shown below.
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If you are using custom TLS certificates or choosing to skip TLS, use the appropriate flags as shown in the following examples.
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<Tabs groupId="tls-palette-cli">
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7. Authenticate with your external registry using the command line or a GUI tool of your choice. The following examples
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demonstrate how to authenticate with an OCI registry using the [`oras`](https://oras.land/docs/) CLI tool and the Palette CLI.
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<Tabs groupId="external-registry-type">
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<TabItem label="Harbor" value="harbor">
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Use `oras` to log in to your OCI registry. Replace the values below with your environment configuration values.
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If you are using a Harbor registry with a self-signed certificate, add the `--insecure` flag to the
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`oras` command.
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<Tabs groupId="tls-harbor">
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[AWS ECR Authentication](https://docs.aws.amazon.com/AmazonECR/latest/userguide/getting-started-cli.html#cli-authenticate-registry)
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documentation for more information.
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<Tabs groupId="ecr-type">
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<TabItem label="Private ECR" value="private-ecr">
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8. Upload the packs to the OCI registry. The following example commands upload the packs to the OCI registry in the `spectro-content` base path. Replace the values below with your environment configuration values.
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<Tabs groupId="external-registry-type">
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<TabItem label="Harbor" value="harbor-upload">
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<TabItem label="Harbor" value="harbor">
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<TabItem label="AWS ECR" value="aws-ecr">
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```shell title="Upload Third Party Pack to AWS ECR"
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Upload the packs to your external registry using the Palette CLI. Replace `<third-party-zst>` and `<third-party-conformance-zst>` with your downloaded pack bundle files, `<registry-dns-or-ip>` with the DNS/IP address of your registry, and `<registry-port>` with the port number of your registry. If you have changed the base content path from the default, replace `spectro-content` with the correct content path.
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_partials/self-hosted/management-appliance/_upload-third-party-packs-validate.mdx

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docs/docs-content/enterprise-version/install-palette/palette-management-appliance.md

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external registry. These pack bundles are used to create your cluster profiles. You will then be able to deploy clusters
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## Third Party Packs
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There is an additional option to download and install the Third Party packs that provide complementary functionality to
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Palette. These packs are not required for Palette to function, but they do provide additional features and capabilities
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as described in the following table.
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[cluster profiles](../../profiles/cluster-profiles/cluster-profiles.md) and deploy workload clusters in your
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:::info
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If you are intending to upgrade Palette using a content bundle, you must upload the bundle to the internal Zot registry
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using Local UI. This is regardless of whether you are using an external registry or the internal Zot registry for your
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pack bundles.
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:::
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### Prerequisites
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<PartialsComponent
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---
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title: "Upgrade Palette Management Appliance"
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sidebar_label: "Palette Management Appliance"
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description: "Learn how to upgrade the Palette Management Appliance"
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hide_table_of_contents: false
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# sidebar_custom_props:
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# icon: "chart-diagram"
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tags: ["palette management appliance", "self-hosted", "enterprise"]
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sidebar_position: 20
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---
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:::preview
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This is a Tech Preview feature and is subject to change. Upgrades from a Tech Preview deployment may not be available.
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Do not use this feature in production workloads.
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:::
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Follow the instructions to upgrade the
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[Palette Management Appliance](../install-palette/palette-management-appliance.md) using a content bundle. The content
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bundle is used to upgrade the Palette instance to a chosen target version.
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:::info
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The upgrade process will incur downtime for the Palette management cluster, but your workload clusters will remain
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operational.
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:::
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## Prerequisites
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<PartialsComponent
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category="self-hosted"
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name="upgrade-palette-prereqs"
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edition="Palette"
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version="Palette"
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iso="Palette Enterprise"
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app="Palette Management Appliance"
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/>
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## Upgrade Palette
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<PartialsComponent
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category="self-hosted"
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name="upgrade-palette-enablement"
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edition="Palette"
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version="Palette"
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iso="Palette Enterprise"
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app="Palette Management Appliance"
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/>
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## Validate
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<PartialsComponent
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category="self-hosted"
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name="upgrade-palette-validate"
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edition="Palette"
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version="Palette"
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iso="Palette Enterprise"
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app="Palette Management Appliance"
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/>

docs/docs-content/enterprise-version/upgrade/upgrade.md

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- [Airgap VMware](upgrade-vmware/airgap.md)
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- [Airgap Kubernetes](upgrade-k8s/airgap.md)
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- [Palette Management Appliance](palette-management-appliance.md)

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