Installing Data Replication

An instance administrator can install Data Replication on IBM Cloud Pak® for Data Version 4.7.

Who needs to complete this task?

Instance administrator To install Data Replication, 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 an instance of Cloud Pak for Data instead.
  • If you didn't install Data Replication when you installed the Cloud Pak for Data control plane, complete this task to add Data Replication 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 Data Replication on the cluster.

Information you need to complete this task

Review the following information before you install Data Replication:

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 Data Replication 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

Data Replication 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

Data Replication 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 Data Replication. 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 Data Replication. 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.

* indicates that the storage class is used only if common core services needs to be installed.

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-rwx-gp3-sc *

    (Equivalent to portworx-shared-gp3 in older installations)

  • Block storage:
    • portworx-couchdb-sc *
    • portworx-elastic-sc *
    • portworx-gp3-sc
NFS When you install the service, specify the same storage class for both file storage and block storage.
  • File storage: managed-nfs-storage *
  • Block storage: managed-nfs-storage
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

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 Data Replication. 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 an instance of Cloud Pak for Data.
For environments that use a private container registry, such as air-gapped environments, the Data Replication 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.

Procedure

Complete the following tasks to install Data Replication:

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

Specifying installation options

If you plan to install Data Replication, you must specify the following installation option in a file named install-options.yml in the work directory.

The parameter is required.

Replace <license> with the appropriate value for your environment. 

################################################################################
# Data Replication parameters
################################################################################
replication_license_type: <license>
Parameter Description
replication_license_type Specify the license that you purchased.
Valid values:
IDRC
Specify this option if you purchased the IBM Data Replication Cartridge for IBM Cloud Pak for Data (L-MVQH-PRYPMJ).
IIDRC
Specify this option if you purchased the IBM InfoSphere Data Replication Cartridge for IBM Cloud Pak for Data (L-ABEV-TSNPF4).
IDRM
Specify this option if you purchased IBM Data Replication Modernization (L-LCRM-JMHEEA).
IIDRM
Specify this option if you purchased IBM InfoSphere Data Replication Modernization (L-QYFR-MBJXAV).
If you want to see links to the licenses before installing Data Replication using the cpd-cli command, run the following command:
cpd-cli manage get-license \
--release=${VERSION} \
--components=replication \
--license-type=<license>
Replace <license> with the Replication license type you want information about.

Installing the service

To install Data Replication:

  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=${OCP_URL}
    Tip: The login-to-ocp command takes the same input as the oc login command. Run oc login --help for details.
  2. Run the following command to create the required OLM objects for Data Replication in the operators project for the instance:
    cpd-cli manage apply-olm \
--release=${VERSION} \
--cpd_operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--components=replication
    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 Data Replication.

    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=replication \
--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=replication \
--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 Global Data Platform storage
    Remember: When you use IBM Storage Fusion Global Data Platform 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=replication \
--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=replication \
--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=replication \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--storage_vendor=portworx \
--param-file=/tmp/work/install-options.yml \
--license_acceptance=true
    NFS storage
    Remember: When you use NFS storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically managed-nfs-storage.

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
--components=replication \
--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
    AWS with EFS storage only
    Remember: When you use EFS storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically efs-nfs-client.

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
--components=replication \
--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
    AWS with EFS and EBS storage

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
--components=replication \
--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=replication \
--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

Data Replication 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:

What to do next

After you install Data Replication, one replication instance is made available for the admin user. If you have credentials for the admin user, you can log in, and start replicating data using the provided instance.

Complete the tasks in Post-installation for Data Replication.

In addition, you can administer instances, provide access for other users, and create service instances.

You can also start administering the service when Data Replication is provisioned and configured.