Upgrading from IBM Cloud Pak for Data Version 4.7.x to a later 4.7 refresh

A Red Hat® OpenShift® Container Platform cluster administrator and instance administrator can work together to upgrade IBM Cloud Pak for Data from Version 4.7.x to a later 4.7 refresh.

Before you begin

Before you upgrade Cloud Pak for Data:
  1. Review the information in the Planning section.

    Specifically, ensure that you review the System requirements. Your cluster must have sufficient resources.

  2. Ensure that you have a copy of script that defines the installation environment variables for your deployment.

    The script enables you to run most of the installation and upgrade commands without modifying them.

  3. Best practice Backup your Cloud Pak for Data installation before you upgrade.

    In the event of an unrecoverable failure, you can use the backup to recover your existing installation. For details, see Backing up and restoring Cloud Pak for Data.

Upgrade overview

The upgrade is broken up into the following phases:

1. Updating client workstations

Before you upgrade to a later 4.7 refresh, you must ensure that the workstation has the latest version of the cpd-cli and the olm-utils-v2 image.

User icon All administrators When icon Repeat as needed

What to do
  1. Complete Updating client workstations (Upgrading from Version 4.7.x to a later 4.7 refresh).
  2. Go to 2. Collecting required information.

2. Collecting required information

To successfully upgrade from IBM Cloud Pak for Data Version 4.7.x to a later 4.7 refresh, you have specific information about your environment.

User icon Cloud Pak for Data operations team When icon Repeat as needed

What to do
  1. Complete Determining which components to upgrade (Upgrading from Version 4.7.x to a later 4.7 refresh).
  2. Complete Updating your environment variables script (Upgrading from Version 4.7.x to a later 4.7 refresh).
  3. Go to the appropriate section based on your environment:

3. Preparing to run upgrades from a private container registry

User icon Different users need to complete the appropriate tasks.

When icon Some of these tasks can be completed once, but some of the tasks must be repeated for each user involved in the installation.

If you use a private container registry to host the IBM Cloud Pak for Data software images, you must mirror the updated images from the IBM Entitled Registry to the private container registry.

a. Is your registry in a restricted network?
If your registry in a restricted network, you must ensure that the latest version of the olm-utils-v2 image is on the client workstation from which you will mirror the images.

User icon Registry administrator When icon One-time setup

Options What to do
Your registry is not in a restricted network
  1. Go to b. Mirroring images to the private container registry.
Your registry is in a restricted network
  1. Complete Preparing to run cpd-cli manage commands in a restricted network (Upgrading from Version 4.7.x to a later 4.7 refresh).
  2. Go to b. Mirroring images to the private container registry
b. Mirroring images to the private container registry

If you mirrored the images for IBM Cloud Pak for Data Version 4.7.x to a private container registry, you must mirror the images for the 4.7 refresh that you want to install to the private container registry before you upgrade your installation.

User icon Registry administrator When icon Repeat as needed

What to do
  1. Complete the appropriate task for your environment in Mirroring images to a private container registry (Upgrading from Version 4.7.x to a later 4.7 refresh).
  2. Go to c. Do users need to pull the olm-utils-v2 image from the private container registry?.
c. Do users need to pull the olm-utils-v2 image from the private container registry?

If the olm-utils-v2 image is available in the private container registry, you must update the cpd-cli to pull the image from the private container registry.

User icon All administrators When icon Repeat as needed

Options What to do
Your cluster is not in a restricted network and users can pull the image from the IBM Entitled Registry
  1. Go to 4. Upgrading shared cluster components.
Your cluster is not in a restricted network, but you want users to pull the image from the private container registry
  1. Complete Pulling the olm-utils-v2 image from the private container registry (Upgrading from Version 4.7.x to a later 4.7 refresh).
  2. Go to 4. Upgrading shared cluster components.
Your cluster is in a restricted network
  1. Complete Pulling the olm-utils-v2 image from the private container registry (Upgrading from Version 4.7.x to a later 4.7 refresh).
  2. Go to 4. Upgrading shared cluster components.

4. Upgrading shared cluster components

Before you upgrade IBM Cloud Pak for Data, you must upgrade the Certificate manager, License Service, and scheduling service.

User icon Cluster administrator When icon Repeat as needed

What to do
  1. Complete Upgrading shared cluster components (Upgrading from Version 4.7.x to a later 4.7 refresh).
  2. Go to 5. Upgrading an instance of Cloud Pak for Data.

5. Upgrading an instance of Cloud Pak for Data

To upgrade an instance of IBM Cloud Pak for Data, you must update the operators and operands (custom resources) that are associated with the instance.

User icon Instance administrator When icon Repeat as needed

a. Upgrading the IBM Cloud Pak foundational services for the instance

Before you can upgrade IBM Cloud Pak for Data, you must upgrade the IBM Cloud Pak foundational services that Cloud Pak for Data requires. Each instance of Cloud Pak for Data has its own instance of the IBM Cloud Pak foundational services.

What to do
  1. Complete Upgrading the IBM Cloud Pak foundational services (Upgrading from Version 4.7.x to a later 4.7 refresh).
  2. Go to b. Upgrading Cloud Pak for Data.
b. Upgrading Cloud Pak for Data

After you upgrade the IBM Cloud Pak foundational services for the instance, you can upgrade the IBM Cloud Pak for Data control plane and services.

What to do
  1. Complete Upgrading IBM Cloud Pak for Data (Upgrading from Version 4.7.x to a later 4.7 refresh).
  2. Go to 6. Completing post-upgrade tasks.

6. Completing post-upgrade tasks

After you upgrade Cloud Pak for Data, determine whether there are any additional tasks that you should complete to configure your Cloud Pak for Data cluster.

User icon Instance administrator When icon Repeat as needed

Options What to do
You upgraded the services when you upgraded the platform
  1. Complete the appropriate tasks for your environment in Setting up services after install or upgrade.
  2. If you have an older version of IBM Storage Fusion and you want to use IBM Storage Fusion for backup and recovery, you must upgrade to IBM Storage Fusion to Version 2.6, for more information, see Upgrading IBM Storage Fusion in the IBM Storage Fusion documentation.
  3. If you want to use the resource specification injection (RSI) for the instance, complete Installing or updating the resource specification injection webhook for an instance of Cloud Pak for Data.
You didn't upgrade the services when you upgraded the platform
  1. Upgrade the services in the instance. For more information, see Services.
  2. Complete the appropriate tasks for your environment in Setting up services after install or upgrade.
  3. If you have an older version of IBM Storage Fusion and you want to use IBM Storage Fusion for backup and recovery, you must upgrade to IBM Storage Fusion to Version 2.6, for more information, see Upgrading IBM Storage Fusion in the IBM Storage Fusion documentation.
  4. If you want to use the resource specification injection (RSI) for the instance, complete Installing or updating the resource specification injection webhook for an instance of Cloud Pak for Data.