Upgrading components in a specialized installation (Upgrading from Version 3.5 to Version 4.6)

A project administrator can create custom resources to upgrade the IBM Cloud Pak® for Data platform and services in a project (namespace). The custom resources that you create depend on the services that you need to upgrade.

Upgrade phase: Setting up a client workstation; Collecting required information; Preparing your cluster; Upgrading the Cloud Pak for Data platform and services
Who needs to complete this task?: A project administrator must complete this task.
When do you need to complete this task?: You must complete this task at least once to upgrade Cloud Pak for Data.
Complete this task multiple times if you need to upgrade multiple instances Cloud Pak for Data in different projects (namespaces).

Before you begin

Best practice: You can run the commands in this task exactly as written if you set up environment variables. For instructions, see Setting up installation environment variables.

Ensure that you source the environment variables before you run the commands in this task.

About this task

Use the cpd-cli manage apply-cr command to create the custom resources for the specified components.

The instructions assume that you are upgrading all of the components at the same time, which enables you to complete the task in fewer steps. You can always install additional services separately.

If you want to upgrade a service in a tethered project, upgrade the service separately.

Remember: If the cpd-cli detects that you already have a component installed at the specified release, the cpd-cli does not attempt to upgrade the component.

Procedure

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=${OCP_URL}
```
Tip: The login-to-ocp command takes the same input as the oc login command. Run oc login --help for details.
Enable the project (namespace) where the Cloud Pak for Data operators are installed to watch the project where you the Cloud Pak for Data control plane and services are installed.
The following command creates or updates the nss-cpd-operators NamespaceScope object in the project where the Cloud Pak for Data operators are installed. The command adds the name of the project where the Cloud Pak for Data control plane and services are installed to the namespaceMembers list.
```
cpd-cli manage setup-instance-ns \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--cpd_operator_ns=${PROJECT_CPD_OPS}
```
Create the custom resources for the specified components.
The command that you run depends on the storage on your cluster:
Red Hat OpenShift Data Foundation

Create the custom resources for the specified components:
```
cpd-cli manage apply-cr \
--components=${COMPONENTS} \
--release=${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

Create the custom resources for the specified components.

Remember: When you use IBM Storage Scale Container Native storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically ibm-spectrum-scale-sc.
```
cpd-cli manage apply-cr \
--components=${COMPONENTS} \
--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

Create the custom resources for the specified components.
```
cpd-cli manage apply-cr \
--components=${COMPONENTS} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--storage_vendor=portworx \
--license_acceptance=true
```
NFS storage

Create the custom resources for the specified components.

Remember: When you use NFS storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically managed-nfs-storage.
```
cpd-cli manage apply-cr \
--components=${COMPONENTS} \
--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

Create the custom resources for the specified components.

Remember: When you use only IBM Cloud File Storage storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically ibmc-file-gold-gid or ibm-file-custom-gold-gid.
```
cpd-cli manage apply-cr \
--components=${COMPONENTS} \
--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

Create the custom resources for the specified components:
```
cpd-cli manage apply-cr \
--components=${COMPONENTS} \
--release=${VERSION} \
--cpd_instance_ns=${PROJECT_CPD_INSTANCE} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--license_acceptance=true
```
Important: If you installed IBM Cloud Pak foundational services in a project other than ibm-common-services, add the following line to your command after the --release option:
```
--cs_ns=${PROJECT_CPFS_OPS} \
```
Tip: If you want to preview the oc commands that the cpd-cli manage apply-cr will issue on your behalf, you can run the command with --preview=true.
The oc commands are saved to the preview.sh file in the cpd-cli-workspace/olm-utils-workspace/work directory.

Results

The specified components in the ${PROJECT_CPD_INSTANCE} project are upgraded.

The software is upgraded 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 to get the status of the components that are installed in the specified project (namespace):

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

For details about the values that are returned by the command, see Getting the status of installed components.

What to do next

Now that you've upgraded the Cloud Pak for Data software, review Post-installation setup (Day 1 operations) to determine whether there are any additional configurations that you want to make to your environment.