Upgrading from IBM Cloud Pak for Data Version 4.7 to Version 4.8

Important: IBM Cloud Pak for Data Version 4.8 will reach end of support (EOS) on 31 July, 2025. For more information, see the Discontinuance of service announcement for IBM Cloud Pak for Data Version 4.X.

Upgrade to IBM Software Hub Version 5.1 before IBM Cloud Pak for Data Version 4.8 reaches end of support. For more information, see Upgrading from IBM Cloud Pak for Data Version 4.8 to IBM Software Hub Version 5.1.

A Red Hat® OpenShift® Container Platform cluster administrator and instance administrator can work together to upgrade Cloud Pak for Data from Version 4.7 to Version 4.8.

Important: IBM Cloud Pak for Data Version 4.8 will reach end of support (EOS) on 31 July, 2025. For more information, see the Discontinuance of service announcement for IBM Cloud Pak for Data Version 4.X.

Upgrade to IBM Software Hub Version 5.1 before IBM Cloud Pak for Data Version 4.8 reaches end of support. For more information, see Upgrading from IBM Cloud Pak for Data Version 4.8 to IBM Software Hub Version 5.1.

Services that cannot be upgraded to Version 4.8

Watson Knowledge Studio

The Watson Knowledge Studio service was deprecated in Version 4.7 and removed in Version 4.8.

Migrate your solutions to the Watson Discovery service, which has powerful custom natural language processing capabilities. You can import your existing Watson Knowledge Studio rules-based or machine learning models to Watson Discovery and apply them to your data as custom enrichments. You can also use the entity extractor feature in Watson Discovery to label and train new custom entity models.

For more information about migrating your solutions, see Migrating Knowledge Studio solutions in the Watson Discovery product documentation on IBM® Cloud.

After you migrate your solutions to Watson Discovery, uninstall Watson Knowledge Studio before you upgrade to Version 4.8. For more information, see Uninstalling Watson Knowledge Studio in the Version 4.7 documentation.

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 in the Version 4.7 documentation.

Upgrade overview

The upgrade is broken up into the following phases:

1. Updating your cluster

Before you upgrade IBM Cloud Pak for Data, ensure that your cluster is running a supported version of Red Hat OpenShift Container Platform and a supported version of your persistent storage.

User icon Cluster administrator When icon One-time setup

a. Are you running a supported version of Red Hat OpenShift Container Platform?

Supported versions of Red Hat OpenShift Container Platform

Cloud Pak for Data can be installed on the following versions of Red Hat OpenShift Container Platform:

  • Version 4.12 or later fixes
  • Version 4.14 or later fixes
  • Version 4.15 or later fixes
  • Version 4.16 or later fixes
  • Version 4.17 or later fixes 4.8.9 or later
  • Version 4.18.8 or later fixes 4.8.9 or later

Options What to do
You are running a supported version of OpenShift
  1. Go to b. Are you running a supported version of your persistent storage?
You are running an older version of OpenShift
  1. Complete Upgrading Red Hat OpenShift Container Platform (Upgrading from Version 4.7 to Version 4.8).
  2. Go to b. Are you running a supported version of your persistent storage?
b. Are you running a supported version of your persistent storage?

Supported versions of persistent storage
Storage option Version supported in 4.8 Upgrade notes
OpenShift Data Foundation
  • Version 4.12
  • Version 4.14
  • Version 4.15
  • Version 4.16
  • Version 4.17 4.8.9 or later
  • Version 4.18 4.8.9 or later
Ensure that you are running a version that is compatible with the version of Red Hat OpenShift Container Platform that you are running on your cluster.
IBM Storage Fusion Data Foundation
  • Version 2.6.1 or later fixes
  • Version 2.7.2 with the latest hotfix or later fixes
  • Version 2.8.0 with the latest hotfix or later fixes
Ensure that you are running a version that is compatible with the version of Red Hat OpenShift Container Platform that you are running on your cluster.
IBM Storage Fusion Global Data Platform
  • Version 2.6.1 or later fixes
  • Version 2.7.2 with the latest hotfix or later fixes
  • Version 2.8.0 with the latest hotfix or later fixes
Ensure that you are running a version that is compatible with the version of Red Hat OpenShift Container Platform that you are running on your cluster.
IBM Storage Scale Container Native (with IBM Storage Scale Container Storage Interface) Version 5.1.7 or later fixes, with CSI Version 2.9.0 or later fixes Ensure that you are running a version that is compatible with the version of Red Hat OpenShift Container Platform that you are running on your cluster.
Portworx
  • Version 2.13.3 or later fixes
  • Version 3.0.2 or later fixes
Ensure that you are running a version that is compatible with the version of Red Hat OpenShift Container Platform that you are running on your cluster.
NFS Version 3 or 4 No action is required.
Amazon Elastic Block Store (EBS) Not applicable No action is required.
Amazon Elastic File System (EFS) Not applicable No action is required.
NetApp Trident Version 22.4.0 or later fixes No action is required.

Options What to do
You are running a supported version of your persistent storage
  1. Go to 2. Updating client workstations.
You have an older version of your persistent storage
  1. Complete Upgrading your persistent storage (Upgrading from Version 4.7 to Version 4.8).
  2. Go to 2. Updating client workstations.

2. Updating client workstations

Before you can upgrade Cloud Pak for Data, you must ensure that the workstation has a supported version of the Cloud Pak for Data command-line interface and the OpenShift command-line interface.

User icon All administrators When icon Repeat as needed

What to do
  1. Complete Updating the IBM Cloud Pak for Data command-line interface (Upgrading from Version 4.7 to Version 4.8).
  2. Complete Updating the OpenShift command-line interface (Upgrading from Version 4.7 to Version 4.8).
  3. Go to 3. Collecting required information.

3. Collecting required information

To successfully upgrade from IBM Cloud Pak for Data Version 4.7 to Version 4.8, you must 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 to Version 4.8).
  2. Complete Updating your environment variables script (Upgrading from Version 4.7 to Version 4.8).
  3. Go to the appropriate section based on your environment:

4. Preparing to run upgrades in a restricted network

If you will run the IBM Cloud Pak for Data upgrade commands in a restricted network, you must prepare the client workstations before you move them behind your firewall.

User icon All administrators When icon Repeat as needed

What to do
  1. Complete Obtaining the olm-utils-v2 image before running IBM Cloud Pak for Data installation commands in a restricted network (Upgrading from Version 4.7 to Version 4.8).
  2. Complete Downloading CASE packages before running IBM Cloud Pak for Data upgrade commands in a restricted network (Upgrading from Version 4.7 to Version 4.8).
  3. Go to the appropriate section based on your environment:

5. 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. Mirroring images to the private container registry

If you mirrored the images for IBM Cloud Pak for Data Version 4.7 to a private container registry, you must mirror the images for Version 4.8 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 to Version 4.8).
  2. Go to b. Do users need to pull the olm-utils-v2 image from the private container registry?.
b. 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 6. Installing prerequisite software.
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 to Version 4.8).
  2. Go to 6. Installing prerequisite software.
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 to Version 4.8).
  2. Go to 6. Installing prerequisite software.

6. Installing prerequisite software

Several services have prerequisite software that must be upgraded or installed on the cluster by a cluster administrator.

User icon Cluster administrator When icon One-time setup


Services with a dependency on prerequisite software
Services that have prerequisites Prerequisite software
Watson Discovery
  • Multicloud Object Gateway
Watson Speech services
  • Multicloud Object Gateway
watsonx Assistant
  • Multicloud Object Gateway
  • Red Hat OpenShift Serverless Knative Eventing
watsonx Orchestrate®
  • IBM App Connect in containers

Options What to do
You do not have any services with a dependency on prerequisite software
  1. Go to 7. Upgrading shared cluster components.
You have services with a dependency on Multicloud Object Gateway only
  1. Review Upgrading Multicloud Object Gateway for IBM Cloud Pak for Data (Upgrading from Version 4.7 to Version 4.8) to determine whether you need to upgrade Multicloud Object Gateway.
  2. Go to 7. Upgrading shared cluster components.
You have services with a dependency on Multicloud Object Gateway and Red Hat OpenShift Serverless Knative Eventing
  1. Review Upgrading Multicloud Object Gateway for IBM Cloud Pak for Data (Upgrading from Version 4.7 to Version 4.8) to determine whether you need to upgrade Multicloud Object Gateway.
  2. Complete Installing Red Hat OpenShift Serverless Knative Eventing (Upgrading from Version 4.7 to Version 4.8).
  3. Go to 7. Upgrading shared cluster components.

7. 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 to Version 4.8).
  2. Go to 8. Preparing to upgrade an instance of Cloud Pak for Data.

8. Preparing to upgrade an instance of Cloud Pak for Data

If a user other than the cluster administrator will upgrade IBM Cloud Pak for Data, you must update the permissions on the projects that are associated with this instance of Cloud Pak for Data.

User icon Cluster administrator When icon Repeat as needed

Options What to do
The cluster administrator will upgrade the instance
  1. Go to 9. Upgrading an instance of Cloud Pak for Data.
Another user will upgrade the instance
  1. Complete Preparing to upgrade an instance of IBM Cloud Pak for Data (Upgrading from Version 4.7 to Version 4.8).
  2. Go to 9. Upgrading an instance of Cloud Pak for Data.

9. 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 to Version 4.8).
  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 to Version 4.8).
  2. Go to c. Upgrading the cpdbr service.
c. Upgrading the cpdbr service

If you use the cpdbr service to back up and restore your IBM Cloud Pak for Data deployment on IBM Storage Fusion, you must upgrade the cpdbr service after you upgrade Cloud Pak for Data.

Options What to do
You don't use the cpdbr service
  1. Go to 10. Completing post-upgrade tasks.
You use the cpdbr service
  1. Complete Updating the cpdbr service (Upgrading from Version 4.7 to Version 4.8).
  2. Go to 10. Completing post-upgrade tasks.

10. 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 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.
  3. 4.8.4 or later Starting in Version 4.8.4, JDBC driver upload is disabled by default. If you want to allow authorized users to upload JDBC driver files, you must complete Enabling users to upload JDBC drivers.
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 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.
  4. 4.8.4 or later Starting in Version 4.8.4, JDBC driver upload is disabled by default. If you want to allow authorized users to upload JDBC driver files, you must complete Enabling users to upload JDBC drivers.