Online upgrade of IBM Cloud Pak for AIOps (console method)

Use these instructions to upgrade an online deployment of IBM Cloud Pak® for AIOps 4.8.0 or later to 4.9.0.

Overview

This procedure is for deployments of IBM Cloud Pak for AIOps on Red Hat® OpenShift® Container Platform. This procedure can be used on an online deployment of IBM Cloud Pak for AIOps 4.8.0 or later, and can still be used if the deployment has had hotfixes applied.

You cannot use these instructions to upgrade deployments of IBM Cloud Pak for AIOps 4.7.1 or earlier. For more information, see Upgrade paths.

If you have an offline deployment of IBM Cloud Pak for AIOps on Red Hat OpenShift, follow the instructions in Upgrading IBM Cloud Pak for AIOps (offline).

If you have a deployment of IBM Cloud Pak for AIOps on Linux, follow the instructions in Online upgrade of IBM Cloud Pak for AIOps on Linux.

Important: If IBM® Netcool® Operations Insight® is deployed on the same cluster as IBM Cloud Pak for AIOps, ensure that Netcool Operations Insight is at version 1.6.13 or later before you upgrade IBM Cloud Pak for AIOps. Failure to do so may result in a broken Netcool Operations Insight deployment, as the IBM Cloud Pak for AIOps upgrade process updates a shared component that is used by both applications.

Before you begin

Notes:

Ensure that you are on a version of Red Hat OpenShift that your current and target versions of IBM Cloud Pak for AIOps both support. If you already have a qualifying version of Red Hat OpenShift but you want to upgrade it, then complete the IBM Cloud Pak for AIOps upgrade first. For more information, see Guidance for upgrades that require an Red Hat OpenShift upgrade.
Some steps must still be performed with the Red Hat® OpenShift® Container Platform command line interface (CLI). Ensure that you are logged in to your Red Hat OpenShift Container Platform cluster with oc login for any steps that use the OpenShift command-line interface (CLI).
Red Hat OpenShift Container Platform requires a user with cluster-admin privileges for the following operations:
- Create the catalog
- Update the operator subscription

Warnings:

Custom patches, labels, and manual adjustments to IBM Cloud Pak for AIOps resources are lost when IBM Cloud Pak for AIOps is upgraded, and must be manually reapplied after upgrade. For more information, see Manual adjustments are not persisted.
The upgrade cannot be removed or rolled back.
If you previously increased the size of a PVC directly, then you must follow the correct procedure that is supplied in Scaling up storage to ensure that the size is updated by the operator. Failure to do so before upgrading IBM Cloud Pak for AIOps causes the operator to attempt to restore a lower default value for the PVC, and causes an error in your IBM Cloud Pak for AIOps deployment.

Upgrade procedure

Follow these steps to upgrade your online IBM Cloud Pak for AIOps deployment.

Ensure cluster readiness
Create the catalog
Update the operator subscription
Verify the deployment
Post upgrade actions

1. Ensure cluster readiness

Recommended: Take a backup before upgrading. For more information, see Backup and restore.

Ensure that your cluster still meets all of the prerequisites for deployment. For more information, see Planning.

Run the prerequisite checker script to ensure that your Red Hat OpenShift Container Platform cluster is correctly set up for an IBM Cloud Pak for AIOps upgrade.

Download the prerequisite checker script from github.com/IBM Opens in a new tab , and run it with the following command:

./prereq.sh -n <project> --ignore-allocated

Where <project> is the project that your IBM Cloud Pak for AIOps installation is deployed in.

Important: If you are installing on a multi-zone cluster, then also specify the -m flag to assess whether there are sufficient resources to withstand a zone outage.

Example output:

./prereq.sh -n cp4aiops --ignore-allocated

[INFO] Starting IBM Cloud Pak for AIOps prerequisite checker v4.9...

CLI: oc
The file '/var/folders/rk/fhqh_50x6vn77pg72xn18pm80000gn/T/tmp.jl8yNKnB9h' has been created.

[INFO] =================================Platform Version Check=================================
[INFO] Checking Platform Type....
[INFO] You are using Openshift Container Platform
[INFO] OCP version 4.17.9 is compatible but only nodes with x86_64 (amd64) architectures are supported at this time.
[INFO] =================================Platform Version Check=================================

[INFO] =================================Storage Provider=================================
[INFO] Checking storage providers
[INFO] No IBM Storage Fusion Found... Skipping configuration check.
[INFO] No IBM Storage Fusion HCI System... Skipping configuration check.

[INFO] No Portworx StorageClusters found with "Running" or "Online" status. Skipping configuration check for Portworx.
[INFO] Openshift Data Foundation found.
[INFO] No IBM Cloud Storage found... Skipping configuration check for IBM Cloud Storage Check.

Checking Openshift Data Foundation Configuration...
Verifying if Red Hat Openshift Data Foundation pods are in "Running" or "Completed" status
[INFO] Pods in openshift-storage project are "Running" or "Completed"
[INFO] ocs-storagecluster-ceph-rbd exists.
[INFO] ocs-storagecluster-cephfs exists.
[INFO] No warnings or failures found when checking for Storage Providers.
[INFO] =================================Storage Provider=================================

[INFO] =================================Cert Manager Check=================================
[INFO] Checking for Cert Manager operator

[INFO] Successfully functioning cert-manager found.

CLUSTERSERVICEVERSION              NAMESPACE
ibm-cert-manager-operator.v4.2.11  ibm-cert-manager

[INFO] =================================Cert Manager Check=================================

[INFO] =================================Licensing Service Operator Check=================================
[INFO] Checking for Licensing Service operator

[INFO] Successfully functioning licensing service operator found.

CLUSTERSERVICEVERSION           NAMESPACE
ibm-licensing-operator.v4.2.11  ibm-licensing

[INFO] =================================Licensing Service Operator Check=================================

[INFO] =================================Production Install Resources=================================
[INFO] Checking for cluster resources

[INFO] ==================================Resource Summary=====================================================
[INFO]                                                                  vCPU               |          Memory(GB)      
[INFO] Production (HA) Base (available/required)                      [  288 / 136 ]              [  578 / 310 ]
[INFO]     (+ Log Anomaly Detection & Ticket Analysis)                [  288 / 162 ]              [  578 / 368 ]
[INFO] ==================================Resource Summary=====================================================
[INFO] Maximum instances of Base Production(HA): 1
[INFO] Maximum instances of Extended Production(HA): 1
[INFO] =================================Production Install Resources=================================

[INFO] =================================ResourceQuota Check=================================
[INFO] No CPU or Memory limits found in any ResourceQuota. Assuming no restrictions.
[INFO] =================================ResourceQuota Check=================================


[INFO] =================================Prerequisite Checker Tool Summary=================================
      [  PASS  ] Platform Version Check 
      [  PASS  ] Storage Provider
      [  PASS  ] Production (HA) Base Install Resources
      [  PASS  ] ResourceQuota Check
      [  PASS  ] Cert Manager Operator Installed
      [  PASS  ] Licensing Service Operator Installed
[INFO] =================================Prerequisite Checker Tool Summary=================================

Storing results of prereq in configmap/aiops-prereq
configmap/aiops-prereq configured

Note: The prerequisite checker script might show inadequate resources in the Resource Summary because the script does not account for resources already being in use by the upgrading deployment. This can be ignored, as can the following message: [ FAIL ] Small or Large Profile Install Resources.

Delete any evicted connector-orchestrator pods.
1. From the Project list, select the project (namespace) that IBM Cloud Pak for AIOps is deployed in if your deployment is namespace scoped, or openshift-operators if your deployment has a cluster-wide scope.
2. From the left menu, select Workloads > Pods, and search for connector-orchestrator.
3. If there are any connector-orchestrator pods with a STATUS of Evicted, then select Delete Pod from the three dots menu at the end of the row.

2. Create the catalog

Create a new ibm-aiops-catalog that uses the new v4.9.0 digest, and which has the other changes that are required for IBM Cloud Pak for AIOps 4.9.0.

Log in to your Red Hat OpenShift cluster's console. Click the plus icon in the upper right to open the Import YAML dialog box, paste in the following YAML, and then click Create.

You must substitute the value of <project> with the name of the project that your IBM Cloud Pak for AIOps installation is deployed in..

apiVersion: operators.coreos.com/v1alpha1
kind: CatalogSource
metadata:
  name: ibm-aiops-catalog
  namespace: <project>
spec:
  displayName: ibm-aiops-catalog
  publisher: IBM Content
  sourceType: grpc
  image: icr.io/cpopen/ibm-aiops-catalog@sha256:1652f745216637eed1f25eddab55181d8b55538c56f5c427a7122d61d467b23e
  grpcPodConfig:
    securityContextConfig: restricted

Where <project> is the project that your IBM Cloud Pak for AIOps installation is deployed in.

Go to Administration > Cluster Settings. Under Configuration > OperatorHub > Sources, verify that the ibm-aiops-catalog, ibm-cert-manager-catalog and ibm-licensing-catalog CatalogSource objects are present, and that the image for ibm-aiops-catalog is icr.io/cpopen/ibm-aiops-catalog@sha256:1652f745216637eed1f25eddab55181d8b55538c56f5c427a7122d61d467b23e.

Note: During the upgrade of Cloud Pak for AIOps, Kubernetes jobs might fail and re-run. If a job succeeds on the second or third attempt, there can be one or two pods in Error state and one pod in the Completed state. If the job fails repeatedly, the attempt is abandoned, and the logs from failed pods are used to determine the cause of the failure. When you determine the cause for the failure, you can delete the job, and the operator can recreate it to reattempt the operations.

3. Update the operator subscription

Use the following steps to update the spec.channel value of the IBM Cloud Pak for AIOps subscription to v4.9.

Log in to your OpenShift cluster's console.
Select Home > Search.
From the Project list, select the project (namespace) that your IBM Cloud Pak for AIOps subscription is deployed in. This is your IBM Cloud Pak for AIOps project if your deployment is namespace scoped, or openshift-operators if your deployment has a cluster wide scope.
In the Resources list, select SUB Subscription. A list of subscriptions is displayed.
Click the subscription that has a Name of ibm-aiops-orchestrator. A new window with the subscription details for ibm-aiops-orchestrator is displayed.
Click Actions and then Edit Subscription in the drop-down menu. A new window to edit the Subscription panel is displayed.
Under the spec: section, make the following edits and then save your changes.
- change channel: v4.8 to channel: v4.9
- change sourceNamespace: openshift-marketplace to sourceNamespace: <project> , where <project> is the project that your IBM Cloud Pak for AIOps installation is deployed in.

If you are installing with a cluster wide scope (AllNamespaces mode), use the following steps to refresh the connectors' secret:

For more information about installation modes, see Operator installation mode.
1. Select Home > Search.
2. In the Resources list, select Secret. A list of secrets is displayed.
3. Click the three dots at the end of the row that has a name of cp4waiops-connectors-deploy-cert-secret, and click Delete Secret.

4. Verify the deployment

Use the following procedure to check the status of your upgraded IBM Cloud Pak for AIOps deployment. It takes around 60-90 minutes for the upgrade to complete (subject to the speed with which images can be pulled).

Log in to your OpenShift cluster's console.
Click Operators > Installed Operators.
From the Project list, select the project (namespace) that IBM Cloud Pak for AIOps is deployed in if your deployment is namespace scoped, or openshift-operators if your deployment has a cluster-wide scope.
Locate IBM Cloud Pak for AIOps in the list, and verify that the annotation underneath it shows 4.9.0.
Select IBM Cloud Pak for AIOps and then click the IBM Cloud Pak for AIOps tab.
Under Installations, look for the entry with the name that you specified for your IBM Cloud Pak for AIOps instance, and verify that it has a Status of Phase: Running, which means that your deployment is complete and successful.

(Optional): If you want to see more detail about the status of your deployment's components, select the entry with the name that you specified for your IBM Cloud Pak for AIOps instance, and then switch to the YAML view. Scroll down to the Status section near the end of the YAML. A component's installation is complete and successful when the component has a value of Ready.

Example YAML:
```
status:
  size: small
  customProfileConfigmap: aiops-custom-size-profile
  customProfileValidationStatus: >-
    Custom profile configmap not found, continue installation process without
    customization
  storageclasslargeblock: rook-ceph-rbd
  componentstatus:
    issueresolutioncore: Ready
    kafka: Ready
    aiopsanalyticsorchestrator: Ready
    aiopsedge: Ready
    tunnel: Ready
    lifecycleservice: Ready
    zenservice: Ready
    flinkcluster: Ready
    cluster: Ready
    elasticsearchcluster: Ready
    aiopsui: Ready
    redissentinel: Ready
    <...>
```
(Optional) You can also download and run a status checker script to see information about the status of your deployment. For more information about how to download and run the script, see github.com/IBM.

If the upgrade fails, or is not complete and is not progressing, then see Troubleshooting installation and upgrade and Known Issues to help you identify any installation problems.

Important: Wait for the deployment to enter a Running phase before continuing to the next step.

5. Post upgrade actions

Run the following command from the command line to remove the obsolete catalog.

oc delete catalogsources.operators.coreos.com ibm-aiops-catalog -n openshift-marketplace

If you previously set up backup or restore on your deployment, then you must follow the instructions in Upgrading IBM Cloud Pak for AIOps backup and restore artifacts.
If the EXPIRY_SECONDS environment variable was set for configuring log anomaly alerts, the environment variable was not retained in the upgrade. After the upgrade is completed, set the environment variable again. For more information about setting the variable, see Configuring expiry time for log anomaly alerts.
If you have an IBM Db2 integration configured to enable Visualizing dashboards and reports with IBM Cognos® Analytics, then you must use the following steps to update your existing IBM® Db2® schema.

Note: It is recommended that you backup your IBM Db2 database before upgrading. For more information, see Backing up and restoring Db2 in the IBM Db2 documentation.
1. Connect to your IBM Db2 database with the credentials that you configured in Creating an IBM Db2 integration.
```
db2 CONNECT TO <dbname> USER <user> USING <password>
```
  Where
  - <dbname> is the name of your IBM Cognos Analytics IBM Db2 database
  - <user> and <password> are the database username and password for your IBM Cognos Analytics IBM Db2 database
2. Download the IBM Db2 schema upgrade script upgrade.sql from github.com/IBM to a directory of your choice, and run it with the following command:
```
db2 -t -vf <path>/upgrade.sql
```
  Where <path> is the directory that you downloaded the upgrade script to.
3. Verify that the database tables are updated so that UUID is not an auto-generated field in the database table definition.
```
db2 describe table ALERTS_REPORTER_STATUS;
db2 describe table INCIDENTS_REPORTER_STATUS;
```
  Expected output for the UUID column:
```
Column name Data type schema  Data type name Column Length Scale Nulls
----------- ----------------  -------------- ------------- ----- ------
UUID        SYSIBM             VARCHAR       255           0     No
```
  If the database tables are not updated, then try the following steps:
  1. Rerun the IBM Db2 schema upgrade script upgrade.sql:
```
db2 -t -vf <path>/upgrade.sql
```
    Where <path> is the directory that you downloaded the upgrade script to.
  2. Save the IBM Db2 integration again.
    
    Follow the instructions in Editing an IBM Db2 integration, and update the description with a text of your choice.
4. Edit the dashboard policy to add a new entry into the mapping, and then save your changes.
  1. Click the navigation icon in the upper-left of the screen to go to the main navigation menu.
  2. In the main navigation menu, click Operate > Automations.
  3. Click the hamburger icon next to the dashboard policy, and select to edit it.
  4. Select Database connection, and then follow steps 10 and 11 in Populate an external database to add one of the following mappings, and then save your changes.
    
    Add the first line for an alert trigger entity, or add the second line for an incident trigger entity
```
"UUID": $join(["cfd95b7e-3bc7-4006-a4a8-a73a79c71255", alert.id], "_")
"UUID": $join(["cfd95b7e-3bc7-4006-a4a8-a73a79c71255", incident.id], "_")
```
    Important: You must re-save the policy to persist your changes. To enable the policy's Save button, update the description with a text of your choice.