Upgrading IBM Storage Fusion services

From the IBM Storage Fusion user interface, upgrade the IBM Storage Fusion services, namely Data Foundation, Global Data Platform, Backup & Restore, and Data Cataloging.

Before you begin

Important: It is recommended to upgrade the services to the latest version after a IBM Storage Fusion upgrade to avoid compatibility issues between IBM Storage Fusion and its installed services.

About this task

View the availability of an upgrade

You can view the availability of an upgrade in the following user interface pages:

In OpenShift® Container Platform web management console, go to Overview page and check the Activity section.
In the IBM Storage Fusion user interface:
- Check the notification banner on the Quick start page.
- Click the bell icon and view notifications in System notifications.
- Check the notification banner on the Services page.

Pre-checks: When you initiate upgrade, the Upgrade <service name> window gets displayed. The IBM Storage Fusion HCI System runs common pre-checks on the OpenShiftLifeCycleManagementPodStatus, CatalogSourceStatus, FusionOperatorStatus, DNSResolution, and RegistryAccessibility. Wait for a moment to see the precheck status in the IBM Storage Fusion user interface.; If all the checks pass or there are some conditions in warning state, you can proceed with the upgrade. Whenever critical errors are found in prechecks, you cannot proceed with upgrade instead you must fix the issue to continue with upgrade. To know more about critical errors or warnings, click View report link. The IBM Storage Fusion HCI System user interface takes you to the Services page wherein a Upgrade precheck report window displays all the Must fix and Optional warnings. You can click on the corresponding BMYxxxxxx code to know more about how to fix the issue. In the Upgrade precheck report window, if you find error resources in the Resources section, you can click the resource link to know more details about it.

Upgrade Fusion Data Foundation service

About this task

Data Foundation service can be set to auto update or manual update. You can set this value during the installation and change after installation. If Enable automatic updates is selected during installation, you can ignore the rest of the upgrade steps.

If Disable automatic updates is set and a new Data Foundation service version is available, then a message prompts you to upgrade. For example, Service upgrade available, Version 4.15 is available for Data Foundation service. Do the following steps to manually upgrade the service:

Procedure

Log in to IBM Storage Fusion user interface.
Click Services menu to go to the Services page.
In the Installed section, click Upgrade link for the Data Foundation service. Alternatively, from the (ellipsis overflow menu) of Data Foundation, click Upgrade.
You can see the Upgrade option only when an upgrade is available for the service.
The upgrade starts and you can see the upgrade status. The IBM Storage Fusion runs common pre-checks during upgrade. You can easily monitor each step, with a clear understanding of what is in progress. If anything gets stuck, a new guided workflow shows you what needs your attention and guides you with the resolution. To know more about the pre-checks, see Pre-checks in the About the tasks section.
Wait for a minute or more to see the upgrade status in the IBM Storage Fusion user interface.
After the upgrade completes, a success notification gets displayed.
Note: If you see Service upgrade has failed message, then wait for the upgrade to retry automatically. If issues do not exist in your setup, then upgrade completes successfully.
To change the auto update setting after installation, do the following steps:
1. In the Installed section of the Services page, click the ellipsis menu of Data Foundation service.
2. Click Enable automatic updates or Disable automatic updates option. If you enable automatic updates, then Disable automatic updates option is available in the ellipsis overflow menu.

Upgrade Global Data Platform

Before you begin

Make sure no Backup & Restore jobs are running.
Run the mmhealth command to check the scale common health status of the storage scale cluster.

About this task

If you want to continue to use Global Data Platform 5.2.0.0, then the OpenShift Container Platform version must be higher than 4.13.
If you want to continue to use Global Data Platform 5.1.9.x, then you can upgrade IBM Storage Fusion to 2.8.0 but must not upgrade OpenShift Container Platform from version 4.12. Ensure you do not upgrade Global Data Platform without upgrading OpenShift Container Platform first.
If you installed the hotfix in 2.8.0, the upgrade to Global Data Platform 5.2.0.1 is not available as it is already at that level.

If you want to upgrade to Global Data Platform 5.2.0.0 for IBM Storage Fusion 2.8.0 or upgrade to Global Data Platform 5.2.0.1 for IBM Storage Fusion 2.8.1, do the following steps:

Procedure

In the Installed section, click Upgrade in Global data platform. Alternatively, click Upgrade in the ellipsis menu of Global data platform.
Only if an upgrade is available for Global data platform, the Upgrade option is displayed.
The Upgrade global data platform window gets displayed. It displays the upgrade version and approximate time to complete the upgrade.
In Upgrade global data platform window, click Upgrade.
The upgrade starts and you can see the upgrade status. The upgrade starts and you can see the upgrade status. The IBM Storage Fusion runs common pre-checks during upgrade. You can easily monitor each step, with a clear understanding of what is in progress. If anything gets stuck, a new guided workflow shows you what needs your attention and guides you with the resolution. After the completion of upgrade, a success notification gets displayed. To know more about the pre-checks, see Pre-checks in the About the tasks section.
Note: Wait for a minute or more to see the upgrade status in the IBM Storage Fusion user interface.

If you see the "Scale is in critical state" error message on the screen, ignore it as IBM Storage Scale goes back to healthy state after the upgrade completes successfully.
If you see “Service upgrade has failed” message, then wait for the upgrade to retry automatically. If issues do not exist in your setup, then upgrade completes successfully.
Run the following commands to delete the resources that are deprecated in the IBM Storage Scale 5.2.0. For more information, see Remove deprecated resources.
```
 oc delete ClusterRoleBinding ibm-spectrum-scale-dns
    oc delete ClusterRole ibm-spectrum-scale-dns
```

What to do next

Important: Apply the mandatory IBM Storage Fusion 2.8.0 hotfix on top of 2.8.0 version. For more information about how to download the hotfix and the scope of issues covered in the hotfix, see Hotfixes. If you are in IBM Storage Fusion 2.8.1, then you do not have to install the hotfix.

Upgrade Backup & Restore

Follow this procedure to upgrade the Backup & Restore version.

Before you begin

Go through the known issues and troubleshooting in Backup & Restore upgrade. See Backup & Restore service installation and upgrade issues.

About this task

If the previous version of Backup & Restore service has only Hub and you want Spoke as well post upgrade, then you need to do a Spoke installation.
When you upgrade the Hub to 2.8, the AMQ streams operator does not get upgraded to the version that is normally installed by a new 2.8 installation. It is because at least one spoke is at a version less than 2.8. This down-level version of AMQ remains on the hub until, at least, you do the next 2.8 upgrade on the Hub.
When you add new Spokes, ensure that they are at the same upgraded version level as the Hub.
After you upgrade IBM Storage Fusion HCI System from 2.7.x to 2.8 or 2.8.1, the Backup & Restore service goes to a Unknown state. Upgrade Backup & Restore service for the state to change to Healthy.

Procedure

Log in to IBM Storage Fusion user interface.
Click Services menu to go to the Services page.
In the Installed section, click Upgrade link for the Backup & Restore service. Alternatively, from the (ellipsis overflow menu) of Backup & Restore, click Upgrade.
You can see the Upgrade option only when an upgrade is available for the service.
The IBM Storage Fusion runs common pre-checks during upgrade. You can easily monitor each step, with a clear understanding of what is in progress. If anything gets stuck, a new guided workflow shows you what needs your attention and guides you with the resolution. To know more about the pre-checks, see Pre-checks in the About the tasks section. After the completion of upgrade, a success notification gets displayed.

Upgrade Data cataloging

About this task

Sometimes, the Data Cataloging service upgrade may not be available after you upgrade IBM Storage Fusion. To know more about such issues and its resolutions, see Troubleshooting Data Cataloging service upgrade issues.

Important: You cannot enable Data Cataloging service in an upgraded IBM Storage Fusion 2.8 with Red Hat OpenShift Container Platform 4.15.

Procedure

Upgrade Data Cataloging service as follows:

In the Installed section, click Upgrade in the ellipsis overflow menu of Data Cataloging.
In the Upgrade service window, click Upgrade.
The upgrade starts and you can see the upgrade status. The IBM Storage Fusion runs common pre-checks during upgrade. You can easily monitor each step, with a clear understanding of what is in progress. If anything gets stuck, a new guided workflow shows you what needs your attention and guides you with the resolution. To know more about the pre-checks, see Pre-checks in the About the tasks section. After the completion of upgrade, a success notification gets displayed.
Note: Wait for a minute or more to see the upgrade status in the IBM Storage Fusion user interface.