Installing Watson Assistant

Important: IBM Cloud Pak® for Data Version 4.7 will reach end of support (EOS) on 31 July, 2025. For more information, see the Discontinuance of service announcement for IBM Cloud Pak for Data Version 4.X.

Upgrade to IBM Software Hub Version 5.1 before IBM Cloud Pak for Data Version 4.7 reaches end of support. For more information, see Upgrading IBM Software Hub in the IBM Software Hub Version 5.1 documentation.

An instance administrator can install Watson Assistant on IBM Cloud Pak for Data Version 4.7.

Who needs to complete this task?

Instance administrator To install Watson Assistant, you must be an instance administrator. An instance administrator has permission to install software in the following projects:

The operators project for the instance

The operators for this instance of Cloud Pak for Data are installed in the operators project.

In the installation commands, the ${PROJECT_CPD_INST_OPERATORS} environment variable refers to the operators project.

The operands project for the instance

The Cloud Pak for Data control plane and the services for this instance of Cloud Pak for Data are installed in the operands project.

In the installation commands, the ${PROJECT_CPD_INST_OPERANDS} environment variable refers to the operands project.

When do you need to complete this task?

Review the following options to determine whether you need to complete this task:

  • If you want to install the Cloud Pak for Data control plane and one or more services at the same time, follow the process in Installing the platform and services instead.
  • If you didn't install Watson Assistant when you installed the Cloud Pak for Data control plane, complete this task to add Watson Assistant to your environment.

    Repeat as needed If you are responsible for multiple instances of Cloud Pak for Data, you can repeat this task to install more instances of Watson Assistant on the cluster.

Information you need to complete this task

Review the following information before you install Watson Assistant:

Version requirements

All of the components that are associated with an instance of Cloud Pak for Data must be installed at the same release. For example, if the Cloud Pak for Data control plane is installed at Version 4.7.4, you must install Watson Assistant at Version 4.7.4.

Environment variables

The commands in this task use environment variables so that you can run the commands exactly as written.

  • If you don't have the script that defines the environment variables, see Setting up installation environment variables.
  • To use the environment variables from the script, you must source the environment variables before you run the commands in this task. For example, run:
    source ./cpd_vars.sh
Security context constraint

Watson Assistant works with the default Red Hat® OpenShift® Container Platform security context constraint:

  • On Version 4.10, the default SCC is restricted.
  • On Version 4.12, the default SCC is restricted-v2
Common core services

Watson Assistant requires the Cloud Pak for Data common core services.

If the common core services are not installed in the operands project for the instance, the common core services are automatically installed when you install Watson Assistant. The common core services installation increases the amount of time the installation takes to complete.

Storage requirements
You must specify storage classes when you install Watson Assistant. The following storage classes are recommended. However, if you don't use these storage classes on your cluster, ensure that you specify a storage class with an equivalent definition.
Storage Notes Storage classes
OpenShift Data Foundation When you install the service, specify file storage and block storage.
  • File storage: ocs-storagecluster-cephfs
  • Block storage: ocs-storagecluster-ceph-rbd
IBM® Storage Fusion Data Foundation When you install the service, specify file storage and block storage.
  • File storage: ocs-storagecluster-cephfs
  • Block storage: ocs-storagecluster-ceph-rbd
IBM Storage Fusion Global Data Platform When you install the service, specify the same storage class for both file storage and block storage.
  • File storage: ibm-spectrum-scale-sc
  • Block storage: ibm-spectrum-scale-sc
IBM Storage Scale Container Native When you install the service, specify the same storage class for both file storage and block storage.
  • File storage: ibm-spectrum-scale-sc
  • Block storage: ibm-spectrum-scale-sc
Portworx When you install the service, the --storage_vendor=portworx option ensures that the service uses the correct storage classes.
  • File storage: portworx-shared-gp3
  • Block storage: portworx-watson-assistant-sc
NFS Not supported. Not applicable.
Amazon Elastic storage When you install the service, specify file storage and block storage.

File storage is provided by Amazon Elastic File System. Block storage is provided by Amazon Elastic Block Store.

  • File storage: efs-nfs-client
  • Block storage: gp2-csi or gp3-csi
NetApp Trident When you install the service, specify the same storage class for both file storage and block storage.
  • File storage: ontap-nas
  • Block storage: ontap-nas
Restriction: This service does not support the backup and restore methods provided by the underlying storage. For example, if you use IBM Storage Fusion for storage, the service cannot use IBM Spectrum® Protect Plus for backups. For information on backing up this service, see Services that support backup and restore.

Before you begin

This task assumes that the following prerequisites are met:

Prerequisite Where to find more information
The cluster meets the minimum requirements for installing Watson Assistant. If this task is not complete, see System requirements.
The workstation from which you will run the installation is set up as a client workstation and includes the following command-line interfaces:
  • Cloud Pak for Data CLI: cpd-cli
  • OpenShift CLI: oc
If this task is not complete, see Setting up a client workstation.
The Cloud Pak for Data control plane is installed. If this task is not complete, see Installing the platform and services.
For environments that use a private container registry, such as air-gapped environments, the Watson Assistant software images are mirrored to the private container registry. If this task is not complete, see Mirroring images to a private container registry.
For environments that use a private container registry, such as air-gapped environments, the cpd-cli is configured to pull the olm-utils-v2 image from the private container registry. If this task is not complete, see Pulling the olm-utils-v2 image from the private container registry.
Multicloud Object Gateway is installed and configured. If this task is not complete, see Installing Multicloud Object Gateway.
The secrets that enable Watson Assistant to connect to Multicloud Object Gateway exist. If this task is not complete, see Creating secrets for services that use Multicloud Object Gateway.
Watson Assistant requires that the following configuration settings be applied when you install Cloud Pak for Data:
  • The service supports single-zone OpenShift® deployments; it does not support multi-zone deployments.
  • Watson Assistant uses the following foundational services:
    • Certificate Manager
    • EDB Cloud Native PostgreSQL Database
    • Events
    • License Service

Procedure

Complete the following tasks to install Watson Assistant:

  1. Specifying additional installation options
  2. Installing the service
  3. Validating the installation
  4. What to do next

Specifying installation options

Watson Assistant supports numerous installation options.

The most common installation options are:
  • watson_assistant_size: Use this option to change the size of your deployment. By default, the deployment size is Production. If you want to specify a different size, you can specify Starter or large based on your needs.
  • watson_assistant_languages: Deprecated option to add support for languages other than English. All languages are now installed by default.
  • watson_assistant_bigpv: Set this option to true to create larger Physical Volumes (PV) and get improved IOPS performance for your databases. Use this option if your storage class IOPS performance depends on the size of PV. You do not need to use this option if you are using one of the following storage classes: OpenShift Data Foundation, IBM Storage Fusion, Portworx, or IBM Cloud Block Storage.
  • watson_assistant_analytics_enabled: Use this option to set the status of analytics. Set this option to false to not collect analytics.

To specify one or more of these installation options:

  1. Create a file called install-options.yml in the work directory (cpd-cli-workspace/olm-utils-workspace/work).
  2. Edit the YAML file to include the installation options that you want to specify:
    watson_assistant_size: Starter     # Choose your deployment size. The options are Starter, Production, or large.
    watson_assistant_languages:
    - en     # Do not remove or comment out English
    - es     # Add support for Spanish
    #- fr
    #- pt-br
    #- it
    #- ja
    #- de
    #- ko
    #- ar
    #- nl
    #- zh-tw
    #- zh-cn  
    #- cs
    watson_assistant_bigpv: true
    watson_assistant_analytics_enabled: false     # Set false to disable Analytics or true to enable Analytics
    Tip: You can use the same file to provide input for multiple components. Each setting name is prefixed with the component name.

When you install Watson Assistant, include the --param-file=/tmp/work/install-options.yml option in your install command.

Installing the service

To install Watson Assistant:

  1. Run the cpd-cli manage login-to-ocp command to log in to the cluster as a user with sufficient permissions to complete this task. For example:
    cpd-cli manage login-to-ocp \
    --username=${OCP_USERNAME} \
    --password=${OCP_PASSWORD} \
    --server=${OCP_URL}
    Tip: The login-to-ocp command takes the same input as the oc login command. Run oc login --help for details.
  2. Run the following command to create the required OLM objects for Watson Assistant in the operators project for the instance:
    cpd-cli manage apply-olm \
    --release=${VERSION} \
    --cpd_operator_ns=${PROJECT_CPD_INST_OPERATORS} \
    --components=watson_assistant
    Wait for the cpd-cli to return the following message before you proceed to the next step:
    [SUCCESS]... The apply-olm command ran successfully

    If the apply-olm fails, see Troubleshooting the apply-olm command during installation or upgrade.

  3. Create the custom resource for Watson Assistant.

    The command that you run depends on the storage on your cluster.


    Red Hat OpenShift Data Foundation storage

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
    --components=watson_assistant \
    --release=${VERSION} \
    --cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
    --block_storage_class=${STG_CLASS_BLOCK} \
    --file_storage_class=${STG_CLASS_FILE} \
    --param-file=/tmp/work/install-options.yml \
    --license_acceptance=true

    IBM Storage Fusion Data Foundation storage

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
    --components=watson_assistant \
    --release=${VERSION} \
    --cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
    --block_storage_class=${STG_CLASS_BLOCK} \
    --file_storage_class=${STG_CLASS_FILE} \
    --param-file=/tmp/work/install-options.yml \
    --license_acceptance=true

    IBM Storage Scale Container Native storage
    Remember: When you use IBM Storage Scale Container Native storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically ibm-spectrum-scale-sc.

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
    --components=watson_assistant \
    --release=${VERSION} \
    --cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
    --block_storage_class=${STG_CLASS_BLOCK} \
    --file_storage_class=${STG_CLASS_FILE} \
    --param-file=/tmp/work/install-options.yml \
    --license_acceptance=true

    Portworx storage

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
    --components=watson_assistant \
    --release=${VERSION} \
    --cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
    --storage_vendor=portworx \
    --param-file=/tmp/work/install-options.yml \
    --license_acceptance=true

    AWS with EFS and EBS storage

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
    --components=watson_assistant \
    --release=${VERSION} \
    --cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
    --block_storage_class=${STG_CLASS_BLOCK} \
    --file_storage_class=${STG_CLASS_FILE} \
    --param-file=/tmp/work/install-options.yml \
    --license_acceptance=true

    NetApp Trident
    Remember: When you use NetApp Trident storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically ontap-nas.

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
    --components=watson_assistant \
    --release=${VERSION} \
    --cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
    --block_storage_class=${STG_CLASS_BLOCK} \
    --file_storage_class=${STG_CLASS_FILE} \
    --param-file=/tmp/work/install-options.yml \
    --license_acceptance=true

Validating the installation

Watson Assistant is installed when the apply-cr command returns:
[SUCCESS]... The apply-cr command ran successfully

If you want to confirm that the custom resource status is Completed, you can run the cpd-cli manage get-cr-status command:

cpd-cli manage get-cr-status \
--cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--components=watson_assistant

What to do next

You must complete the steps in Creating a service instance for Watson Assistant from the web client before you can access Watson Assistant.