Installing DataStage

A project administrator can install DataStage on IBM Cloud Pak® for Data.

What permissions do you need to complete this task?
The permissions that you need depend on which tasks you must complete:
  • To install the DataStage operators, you must have the appropriate permissions to create operators and you must be an administrator of the project where the Cloud Pak for Data operators are installed. This project is identified by the ${PROJECT_CPD_OPS} environment variable.
  • To install DataStage, you must be an administrator of the project where you will install DataStage. This project is identified by the ${PROJECT_CPD_INSTANCE} environment variable.
When do you need to complete this task?
If you didn't install DataStage when you installed the platform, you can complete this task to add DataStage to your environment.

If you want to install all of the Cloud Pak for Data components at the same time, follow the process in Installing the platform and services instead.

Important: All of the Cloud Pak for Data components in a deployment must be installed at the same release.

Information you need to complete this task

Review the following information before you install DataStage:

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:
    source ./cpd_vars.sh
Security context constraint requirements
DataStage uses the restricted security context constraint (SCC).
Installation location
DataStage must be installed in the same project (namespace) as the Cloud Pak for Data control plane. This project is identified by the ${PROJECT_CPD_INSTANCE} environment variable.
Common core services
DataStage requires the Cloud Pak for Data common core services.

If the common core services are not installed in the project where you plan to install DataStage, the common core services are automatically installed when you install DataStage. This increases the amount of time the installation takes to complete.

Storage requirements
You must tell DataStage what storage to use. 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 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, you can specify:
  • File storage only
  • File storage and block storage (recommended)

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 *
IBM Cloud storage
When you install the service, you can specify:
  • File storage only
  • File storage and block storage (recommended)

File storage is provided by IBM Cloud File Storage. Block storage is provided by IBM Cloud Block Storage.
  • File storage: ibmc-file-gold-gid or ibm-file-custom-gold-gid
  • Block storage: ibmc-block-gold *
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 DataStage. 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 DataStage software images are mirrored to the private container registry. If this task is not complete, see Mirroring images to a private container registry.

Procedure

Complete the following tasks to install DataStage:

  1. Logging in to the cluster
  2. Specifying which edition to install
  3. Installing the operator
  4. Installing the service
  5. Validating the installation
  6. What to do next

Logging in to the cluster

To run cpd-cli manage commands, you must log in to the cluster.

To log in to the cluster:

  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.

Specifying which edition to install

DataStage is available in two different editions: DataStage Enterprise and DataStage Enterprise Plus. You must specify which edition to install.

Set the ${DATASTAGE_TYPE} variable to the edition of DataStage that you want to install:
  • For DataStage Enterprise, run 
    export DATASTAGE_TYPE=datastage_ent
  • For DataStage Enterprise Plus, run 
    export DATASTAGE_TYPE=datastage_ent_plus

Installing the operator

The DataStage operator simplifies the process of managing the DataStage service on Red Hat® OpenShift Container Platform.

To install DataStage, you must install the DataStage operator and create the Operator Lifecycle Manager (OLM) objects, such as the catalog source and subscription, for the operator.

Who needs to complete this task?
You must be a cluster administrator (or a user with the appropriate permissions to install operators) to create the OLM objects.
When do you need to complete this task?
Complete this task if the DataStage operator and other OLM artifacts have not been created for the current release.

If you complete this task and the OLM artifacts already exist on the cluster, the cpd-cli detects that you already have the OLM objects for the components at the specified release, the cpd-cli does not attempt to create the OLM objects again.

To install the operator:

  1. Create the OLM objects for DataStage:
    cpd-cli manage apply-olm \
--release=${VERSION} \
--cpd_operator_ns=${PROJECT_CPD_OPS} \
--components=${DATASTAGE_TYPE}
    • If the command succeeds, it returns [SUCCESS]... The apply-olm command ran successfully.
    • If the command fails, it returns [ERROR] and includes information about the cause of the failure.

What to do next: Install the DataStage service.

Installing the service

After the DataStage operator is installed, you can install DataStage.

Who needs to complete this task?
You must be an administrator of the project where you will install DataStage.
When do you need to complete this task?
Complete this task if you want to add DataStage to your environment.

To install the service:

  1. Create the custom resource for DataStage.

    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=${DATASTAGE_TYPE} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--license_acceptance=true
    IBM Storage Scale Container Native storage

    Run the following command to create the custom resource.

    Remember: When you use IBM Storage Scale Container Native storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically ibm-spectrum-scale-sc.
    cpd-cli manage apply-cr \
--components=${DATASTAGE_TYPE} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--license_acceptance=true
    Portworx storage 
    cpd-cli manage apply-cr \
--components=${DATASTAGE_TYPE} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--storage_vendor=portworx \
--license_acceptance=true
    NFS storage

    Run the following command to create the custom resource.

    Remember: When you use NFS storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically managed-nfs-storage.
    cpd-cli manage apply-cr \
--components=${DATASTAGE_TYPE} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--license_acceptance=true
    AWS with EFS storage only

    Run the following command to create the custom resource.

    Remember: When you use EFS storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same RWX storage class.
    cpd-cli manage apply-cr \
--components=${DATASTAGE_TYPE} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--license_acceptance=true
    AWS with EFS and EBS storage

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
--components=${DATASTAGE_TYPE} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--license_acceptance=true
    IBM Cloud with IBM Cloud File Storage only

    Run the following command to create the custom resource.

    Remember: When you use IBM Cloud File Storage storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically ibmc-file-gold-gid or ibm-file-custom-gold-gid.
    cpd-cli manage apply-cr \
--components=${DATASTAGE_TYPE} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--license_acceptance=true
    IBM Cloud with IBM Cloud File Storage and IBM Cloud Block Storage

    Run the following command to create the custom resource.

    cpd-cli manage apply-cr \
--components=${DATASTAGE_TYPE} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--license_acceptance=true
    NetApp Trident

    Run the following command to create the custom resource.

    Remember: When you use NetApp Trident storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class.
    cpd-cli manage apply-cr \
--components=${DATASTAGE_TYPE} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--license_acceptance=true

Validating the installation

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

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

cpd-cli manage get-cr-status \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--components=${DATASTAGE_TYPE}

What to do next

The service is ready to use. For details, see Transforming data (DataStage).