Upgrading OpenPages from Version 5.3 to Version 5.4

An instance administrator can upgrade OpenPages from Version 5.3 to Version 5.4.

Who needs to complete this task?

Instance administrator To upgrade OpenPages, 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 OpenPages 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 OpenPages are installed in the operands project. In the upgrade commands, the ${PROJECT_CPD_INST_OPERANDS} environment variable refers to the operands project.

The tethered projects for the instance
If any projects are tethered to the operands project, you have permission to manage the software in the tethered projects.
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 IBM Software Hub control plane and one or more services at the same time, follow the process in Upgrading an instance of IBM Software Hub instead.
  • If you didn't upgrade OpenPages when you upgraded the IBM Software Hub control plane, complete this task to upgrade OpenPages.

    Repeat as needed If you are responsible for multiple instances of IBM Software Hub, you can repeat this task to upgrade more instances of OpenPages on the cluster.

Information you need to complete this task

Review the following information before you upgrade OpenPages:

Version requirements

All the components that are associated with an instance of IBM Software Hub must be installed at the same release. For example, if the IBM Software Hub control plane is at Version 5.4.0, you must upgrade OpenPages to Version 5.4.0.

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

Before you begin

This task assumes that the following prerequisites are met:

System requirements
This task assumes that the cluster meets the minimum requirements for OpenPages.
Where to find more information
If this task is not complete, see System requirements.
Workstation
This task assumes that the workstation from which you will run the upgrade is set up as a client workstation and has the following command-line interfaces:
  • IBM Software Hub CLI: cpd-cli
  • OpenShift® CLI: oc
  • Helm CLI: helm
Where to find more information
If this task is not complete, see Updating client workstations.
Control plane
This task assumes that the IBM Software Hub control plane is upgraded.
Where to find more information
If this task is not complete, see Upgrading an instance of IBM Software Hub.
Private container registry
If your environment uses a private container registry (for example, your cluster is air-gapped), this task assumes that the following tasks are complete:
  1. The OpenPages software images are mirrored to the private container registry.
    Where to find more information
    If this task is not complete, see Mirroring images to a private container registry.
  2. The cpd-cli is configured to pull the olm-utils-v4 image from the private container registry.
    Where to find more information
    If this task is not complete, see Pulling the olm-utils-v4 image from the private container registry.
Cluster-scoped resources
This task assumes that the cluster-scoped resources, such as custom resource definitions, cluster roles, and cluster role bindings, were updated.
Where to find more information
If this task is not complete, see Updating the cluster-scoped resources for the platform and services.

Procedure

Complete the following tasks to upgrade OpenPages:

  1. Upgrading the service
  2. Validating the upgrade
  3. Upgrading existing service instances
  4. What to do next

Upgrading the service

To upgrade OpenPages:

  1. Log the cpd-cli in to the Red Hat® OpenShift Container Platform cluster:
    ${CPDM_OC_LOGIN}
    Remember: CPDM_OC_LOGIN is an alias for the cpd-cli manage login-to-ocp command.
  2. Update the operator and custom resource for OpenPages.
    cpd-cli manage install-components \
    --license_acceptance=true \
    --components=openpages \
    --release=${VERSION} \
    --patch_id=${PATCH_ID} \
    --operator_ns=${PROJECT_CPD_INST_OPERATORS} \
    --instance_ns=${PROJECT_CPD_INST_OPERANDS} \
    --image_pull_prefix=${IMAGE_PULL_PREFIX} \
    --image_pull_secret=${IMAGE_PULL_SECRET} \
    --upgrade=true
Note: If the OpenPages service is installed in a tethered project, add the following parameter to these commands:
--tethered_instance_ns=${PROJECT_CPD_INSTANCE_TETHERED}

Validating the upgrade

OpenPages is upgraded when the install-components command returns:
[SUCCESS]... The install-components 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:

cpd-cli manage get-cr-status \
--cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--components=openpages

Upgrading existing service instances

After you upgrade OpenPages, you must upgrade any service instances that are associated with OpenPages.

When you upgrade an OpenPages instance, it shuts down and then restarts. This can take approximately 2 hours during which it is unavailable to users. Perform the instance upgrade when users are not logged in.

When you upgrade an OpenPages instance that uses an internal database, the Db2 as a service CR is upgraded to the latest version.

Important: If you're using a database that is outside of IBM Software Hub and you're using Db2 12.1.1.x, verify that you're using Special Build 55652 or later.
Before you begin

Create a profile on the workstation from which you will upgrade the service instances.

The profile must be associated with a IBM Software Hub user who has either the following permissions:

  • Create service instances (can_provision)
  • Manage service instances (manage_service_instances)

For more information, see Creating a profile to use the cpd-cli management commands.

Procedure

To upgrade the service instances:

  1. Get the list of OpenPages service instances:
    cpd-cli service-instance list \
    --service-type=openpages \
    --profile=${CPD_PROFILE_NAME}
  2. Set the INSTANCE_NAME environment variable to the name of the service instance that you want to upgrade:
    export INSTANCE_NAME="<instance-name>"
  3. Run the following command to check whether your OpenPages service instances is in running state:
    cpd-cli service-instance status ${INSTANCE_NAME} \ 
    --profile=${CPD_PROFILE_NAME} \ 
    --service-type=openpages
  4. Upgrade the service instance:
    cpd-cli service-instance upgrade \
    --service-type=openpages \
    --instance-name=${INSTANCE_NAME} \
    --force-version-upgrade=true \
    --profile=${CPD_PROFILE_NAME}
  5. Repeat the preceding steps to upgrade each service instance associated with this instance of IBM Software Hub.
Note:
If you're using Db2, verify that you're using the following database configuration parameters:
  • auto_ai_maint OFF
  • auto_reorg OFF
  • auto_del_rec_obj OFF

What to do next

If you have not enabled Global Search yet, follow the steps in Enabling Global Search. Then complete the task in Importing reports and generating the framework.

After you complete the preceding steps, OpenPages is ready to use. For next steps, see Post-installation setup for OpenPages.