Upgrading DataStage from Version 4.7 to Version 5.0

An instance administrator can upgrade DataStage from Cloud Pak for Data Version 4.7 to Version 5.0.

Who needs to complete this task?

Instance administrator To upgrade DataStage, you must be an instance administrator. An instance administrator has permission to manage software in the following projects:

The operators project for the instance

The operators for this instance of DataStage are installed in the operators project. In the upgrade commands, the ${PROJECT_CPD_INST_OPERATORS} environment variable refers to the operators project.

The operands project for the instance

The custom resources for the control plane and DataStage are installed in the operands project. In the upgrade commands, the ${PROJECT_CPD_INST_OPERANDS} environment variable refers to the operands project.

When do you need to complete this task?

Review the following options to determine whether you need to complete this task:

  • If you want to upgrade the control plane and one or more services at the same time, follow the process in Upgrading an instance of Cloud Pak for Data instead.
  • If you didn't upgrade DataStage when you upgraded the control plane, complete this task to upgrade DataStage.

    Repeat as needed If you are responsible for multiple instances of Cloud Pak for Data, you can repeat this task to upgrade more instances of DataStage on the cluster.

Information you need to complete this task

Review the following information before you upgrade DataStage:

Version requirements

All the components that are associated with an instance of Cloud Pak for Data must be installed at the same release. For example, if the Cloud Pak for Data control plane is at Version 5.0.3, you must upgrade DataStage to Version 5.0.3.

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, run:
    source ./cpd_vars.sh
Common core services
DataStage requires the Cloud Pak for Data common core services.

If the common core services are not at the correct version in the operands project for the instance, the common core services are automatically upgraded when you upgrade DataStage. The common core services upgrade increases the amount of time the upgrade takes to complete.

Storage requirements
Specify the storage that you use in your existing installation. You cannot change the storage that is associated with DataStage during an upgrade. Ensure that the environment variables point to the correct storage classes for your environment.

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 DataStage. If this task is not complete, see System requirements.
The workstation from which you will run the upgrade is set up as a client workstation and has the following command-line interfaces:
  • Cloud Pak for Data CLI: cpd-cli
  • OpenShift® CLI: oc
If this task is not complete, see Updating client workstations.
The Cloud Pak for Data control plane is upgraded. If this task is not complete, see Upgrading an instance of Cloud Pak for Data.
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.
For environments that use a private container registry, such as air-gapped environments, the cpd-cli is configured to pull the olm-utils-v3 image from the private container registry. If this task is not complete, see Pulling the olm-utils-v3 image from the private container registry.

Procedure

Complete the following tasks to upgrade DataStage:

  1. Specifying your DataStage edition
  2. Upgrading the service
  3. Validating the upgrade
  4. Upgrading existing service instances
  5. What to do next

Specifying your DataStage edition

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

Upgrading the service

Important: The Operator Lifecycle Manager (OLM) objects for DataStage were updated when you upgraded the Cloud Pak for Data platform. The cpd-cli manage apply-olm updates all of the OLM objects in the operators project at the same time.

To upgrade DataStage:

  1. Log the cpd-cli in to the Red Hat® OpenShift Container Platform cluster:
    ${CPDM_OC_LOGIN}
    Remember: CPDM_OC_LOGIN is an alias for the cpd-cli manage login-to-ocp command.
  2. Update 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=${PROJECT_CPD_INST_OPERANDS} \
    --block_storage_class=${STG_CLASS_BLOCK} \
    --file_storage_class=${STG_CLASS_FILE} \
    --license_acceptance=true \
    --upgrade=true

    IBM Storage Fusion 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=${PROJECT_CPD_INST_OPERANDS} \
    --block_storage_class=${STG_CLASS_BLOCK} \
    --file_storage_class=${STG_CLASS_FILE} \
    --license_acceptance=true \
    --upgrade=true

    IBM Storage Scale Container Native storage
    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.

    Run the following command to create the custom resource.

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

    Portworx 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_INST_OPERANDS} \
    --storage_vendor=portworx \
    --license_acceptance=true \
    --upgrade=true

    NFS storage
    Remember: When you use NFS storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically managed-nfs-storage.

    Run the following command to create the custom resource.

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

    AWS with EFS storage only
    Remember: When you use EFS storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically efs-nfs-client.

    Run the following command to create the custom resource.

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

    NetApp Trident
    Remember: When you use NetApp Trident storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class.

    Run the following command to create the custom resource.

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

Validating the upgrade

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

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

Upgrading existing service instances

If you are upgrading from IBM Cloud Pak for Data Version 4.7.0 or Version 4.7.1 to Version 5.0.0, you must manually upgrade your DataStage instances.
  1. Update the PXRuntime custom resources to add the upgrade_force flag.
    oc -n ${PROJECT_CPD_INST_OPERANDS} get pxruntime \
    | awk 'NR>1 { print $1 }' \
    | xargs -I % oc -n ${PROJECT_CPD_INST_OPERANDS} patch pxruntime % --type=merge -p '{"spec":{"upgrade_force": true}}'
  2. Check the status of the custom resources.
    oc -n ${PROJECT_CPD_INST_OPERANDS} get pxruntime
    Confirm that the status is Completed and that the values of VERSION and RECONCILED are the same. For example:
    NAME            VERSION   RECONCILED   STATUS       AGE
    ds-px-default   5.0.0     5.0.0       Completed     2d14h
  3. After the upgrade is complete, remove the added field.
    oc -n ${PROJECT_CPD_INST_OPERANDS} get pxruntime \
    | awk 'NR>1 { print $1 }' \
    | xargs -I % oc -n ${PROJECT_CPD_INST_OPERANDS} patch pxruntime % --type='json' -p='[{"op": "remove", "path": "/spec/upgrade_force"}]'

If you are upgrading from IBM Cloud Pak for Data Version 4.7.2 or later, or if you are upgrading to Version 5.0.1 or later, the service instances are automatically upgraded when you upgrade DataStage.

What to do next

The service is ready to use. See Transforming data.