Backup and restore
Backing up and restoring your OpenShift Container Platform cluster
Abstract
Chapter 1. Backup and restore
1.1. Overview of backup and restore operations in OpenShift Container Platform
As a cluster administrator, you might need to stop an OpenShift Container Platform cluster for a period and restart it later. Some reasons for restarting a cluster are that you need to perform maintenance on a cluster or want to reduce resource costs. In OpenShift Container Platform, you can perform a graceful shutdown of a cluster so that you can easily restart the cluster later.
You must back up etcd data before shutting down a cluster; etcd is the key-value store for OpenShift Container Platform, which persists the state of all resource objects. An etcd backup plays a crucial role in disaster recovery. In OpenShift Container Platform, you can also replace an unhealthy etcd member.
When you want to get your cluster running again, restart the cluster gracefully.
A cluster’s certificates expire one year after the installation date. You can shut down a cluster and expect it to restart gracefully while the certificates are still valid. Although the cluster automatically retrieves the expired control plane certificates, you must still approve the certificate signing requests (CSRs).
You might run into several situations where OpenShift Container Platform does not work as expected, such as:
- You have a cluster that is not functional after the restart because of unexpected conditions, such as node failure, or network connectivity issues.
- You have deleted something critical in the cluster by mistake.
- You have lost the majority of your control plane hosts, leading to etcd quorum loss.
You can always recover from a disaster situation by restoring your cluster to its previous state using the saved etcd snapshots.
1.2. Application backup and restore operations
As a cluster administrator, you can back up and restore applications running on OpenShift Container Platform by using the OpenShift API for Data Protection (OADP).
OADP backs up and restores Kubernetes resources and internal images, at the granularity of a namespace, by using Velero 1.7. OADP backs up and restores persistent volumes (PVs) by using snapshots or Restic. For details, see OADP features.
1.2.1. OADP requirements
OADP has the following requirements:
-
You must be logged in as a user with a
cluster-admin
role. You must have object storage for storing backups, such as one of the following storage types:
- Amazon Web Services
- Microsoft Azure
- Google Cloud Platform
- Multicloud Object Gateway
- S3-compatible object storage, such as Noobaa or Minio
The CloudStorage
API for S3 storage is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.
For more information about the support scope of Red Hat Technology Preview features, see https://access.redhat.com/support/offerings/techpreview/.
To back up PVs with snapshots, you must have cloud storage that has a native snapshot API or supports Container Storage Interface (CSI) snapshots, such as the following providers:
- Amazon Web Services
- Microsoft Azure
- Google Cloud Platform
- CSI snapshot-enabled cloud storage, such as Ceph RBD or Ceph FS
If you do not want to back up PVs by using snapshots, you can use Restic, which is installed by the OADP Operator by default.
1.2.2. Backing up and restoring applications
You back up applications by creating a Backup
custom resource (CR). You can configure the following backup options:
- Backup hooks to run commands before or after the backup operation
- Scheduled backups
- Restic backups
You restore applications by creating a Restore
CR. You can configure restore hooks to run commands in init containers or in the application container during the restore operation.
Chapter 2. Shutting down the cluster gracefully
This document describes the process to gracefully shut down your cluster. You might need to temporarily shut down your cluster for maintenance reasons, or to save on resource costs.
2.1. Prerequisites
- Take an etcd backup prior to shutting down the cluster.
2.2. Shutting down the cluster
You can shut down your cluster in a graceful manner so that it can be restarted at a later date.
You can shut down a cluster until a year from the installation date and expect it to restart gracefully. After a year from the installation date, the cluster certificates expire.
Prerequisites
-
You have access to the cluster as a user with the
cluster-admin
role. You have taken an etcd backup.
ImportantIt is important to take an etcd backup before performing this procedure so that your cluster can be restored if you encounter any issues when restarting the cluster.
Procedure
If you are shutting the cluster down for an extended period, determine the date on which certificates expire.
$ oc -n openshift-kube-apiserver-operator get secret kube-apiserver-to-kubelet-signer -o jsonpath='{.metadata.annotations.auth\.openshift\.io/certificate-not-after}'
Example output
2022-08-05T14:37:50Zuser@user:~ $ 1
- 1
- To ensure that the cluster can restart gracefully, plan to restart it on or before the specified date. As the cluster restarts, the process might require you to manually approve the pending certificate signing requests (CSRs) to recover kubelet certificates.
Shut down all of the nodes in the cluster. You can do this from your cloud provider’s web console, or run the following loop:
$ for node in $(oc get nodes -o jsonpath='{.items[*].metadata.name}'); do oc debug node/${node} -- chroot /host shutdown -h 1; done 1
- 1
-h 1
indicates how long, in minutes, this process lasts before the control-plane nodes are shut down. For large-scale clusters with 10 nodes or more, set to 10 minutes or longer to make sure all the compute nodes have time to shut down first.
Example output
Starting pod/ip-10-0-130-169us-east-2computeinternal-debug ... To use host binaries, run `chroot /host` Shutdown scheduled for Mon 2021-09-13 09:36:17 UTC, use 'shutdown -c' to cancel. Removing debug pod ... Starting pod/ip-10-0-150-116us-east-2computeinternal-debug ... To use host binaries, run `chroot /host` Shutdown scheduled for Mon 2021-09-13 09:36:29 UTC, use 'shutdown -c' to cancel.
Shutting down the nodes using one of these methods allows pods to terminate gracefully, which reduces the chance for data corruption.
NoteAdjust the shut down time to be longer for large-scale clusters:
$ for node in $(oc get nodes -o jsonpath='{.items[*].metadata.name}'); do oc debug node/${node} -- chroot /host shutdown -h 10; done
NoteIt is not necessary to drain control plane nodes (also known as the master nodes) of the standard pods that ship with OpenShift Container Platform prior to shutdown.
Cluster administrators are responsible for ensuring a clean restart of their own workloads after the cluster is restarted. If you drained control plane nodes prior to shutdown because of custom workloads, you must mark the control plane nodes as schedulable before the cluster will be functional again after restart.
- Shut off any cluster dependencies that are no longer needed, such as external storage or an LDAP server. Be sure to consult your vendor’s documentation before doing so.
Additional resources
Chapter 3. Restarting the cluster gracefully
This document describes the process to restart your cluster after a graceful shutdown.
Even though the cluster is expected to be functional after the restart, the cluster might not recover due to unexpected conditions, for example:
- etcd data corruption during shutdown
- Node failure due to hardware
- Network connectivity issues
If your cluster fails to recover, follow the steps to restore to a previous cluster state.
3.1. Prerequisites
- You have gracefully shut down your cluster.
3.2. Restarting the cluster
You can restart your cluster after it has been shut down gracefully.
Prerequisites
-
You have access to the cluster as a user with the
cluster-admin
role. - This procedure assumes that you gracefully shut down the cluster.
Procedure
- Power on any cluster dependencies, such as external storage or an LDAP server.
Start all cluster machines.
Use the appropriate method for your cloud environment to start the machines, for example, from your cloud provider’s web console.
Wait approximately 10 minutes before continuing to check the status of control plane nodes (also known as the master nodes).
Verify that all control plane nodes are ready.
$ oc get nodes -l node-role.kubernetes.io/master
The control plane nodes are ready if the status is
Ready
, as shown in the following output:NAME STATUS ROLES AGE VERSION ip-10-0-168-251.ec2.internal Ready master 75m v1.19.0 ip-10-0-170-223.ec2.internal Ready master 75m v1.19.0 ip-10-0-211-16.ec2.internal Ready master 75m v1.19.0
If the control plane nodes are not ready, then check whether there are any pending certificate signing requests (CSRs) that must be approved.
Get the list of current CSRs:
$ oc get csr
Review the details of a CSR to verify that it is valid:
$ oc describe csr <csr_name> 1
- 1
<csr_name>
is the name of a CSR from the list of current CSRs.
Approve each valid CSR:
$ oc adm certificate approve <csr_name>
After the control plane nodes are ready, verify that all worker nodes are ready.
$ oc get nodes -l node-role.kubernetes.io/worker
The worker nodes are ready if the status is
Ready
, as shown in the following output:NAME STATUS ROLES AGE VERSION ip-10-0-179-95.ec2.internal Ready worker 64m v1.19.0 ip-10-0-182-134.ec2.internal Ready worker 64m v1.19.0 ip-10-0-250-100.ec2.internal Ready worker 64m v1.19.0
If the worker nodes are not ready, then check whether there are any pending certificate signing requests (CSRs) that must be approved.
Get the list of current CSRs:
$ oc get csr
Review the details of a CSR to verify that it is valid:
$ oc describe csr <csr_name> 1
- 1
<csr_name>
is the name of a CSR from the list of current CSRs.
Approve each valid CSR:
$ oc adm certificate approve <csr_name>
Verify that the cluster started properly.
Check that there are no degraded cluster Operators.
$ oc get clusteroperators
Check that there are no cluster Operators with the
DEGRADED
condition set toTrue
.NAME VERSION AVAILABLE PROGRESSING DEGRADED SINCE authentication 4.6.0 True False False 59m cloud-credential 4.6.0 True False False 85m cluster-autoscaler 4.6.0 True False False 73m config-operator 4.6.0 True False False 73m console 4.6.0 True False False 62m csi-snapshot-controller 4.6.0 True False False 66m dns 4.6.0 True False False 76m etcd 4.6.0 True False False 76m ...
Check that all nodes are in the
Ready
state:$ oc get nodes
Check that the status for all nodes is
Ready
.NAME STATUS ROLES AGE VERSION ip-10-0-168-251.ec2.internal Ready master 82m v1.19.0 ip-10-0-170-223.ec2.internal Ready master 82m v1.19.0 ip-10-0-179-95.ec2.internal Ready worker 70m v1.19.0 ip-10-0-182-134.ec2.internal Ready worker 70m v1.19.0 ip-10-0-211-16.ec2.internal Ready master 82m v1.19.0 ip-10-0-250-100.ec2.internal Ready worker 69m v1.19.0
If the cluster did not start properly, you might need to restore your cluster using an etcd backup.
Additional resources
- See Restoring to a previous cluster state for how to use an etcd backup to restore if your cluster failed to recover after restarting.
Chapter 4. Application backup and restore
4.1. OADP features and plug-ins
OpenShift API for Data Protection (OADP) features provide options for backing up and restoring applications.
The default plug-ins enable Velero to integrate with certain cloud providers and to back up and restore OpenShift Container Platform resources.
4.1.1. OADP features
OpenShift API for Data Protection (OADP) supports the following features:
- Backup
You can back up all resources in your cluster or you can filter the resources by type, namespace, or label.
OADP backs up Kubernetes objects and internal images by saving them as an archive file on object storage. OADP backs up persistent volumes (PVs) by creating snapshots with the native cloud snapshot API or with the Container Storage Interface (CSI). For cloud providers that do not support snapshots, OADP backs up resources and PV data with Restic.
- Restore
- You can restore resources and PVs from a backup. You can restore all objects in a backup or filter the restored objects by namespace, PV, or label.
- Schedule
- You can schedule backups at specified intervals.
- Hooks
-
You can use hooks to run commands in a container on a pod, for example,
fsfreeze
to freeze a file system. You can configure a hook to run before or after a backup or restore. Restore hooks can run in an init container or in the application container.
4.1.2. OADP plug-ins
The OpenShift API for Data Protection (OADP) provides default Velero plug-ins that are integrated with storage providers to support backup and snapshot operations. You can create custom plug-ins based on the Velero plug-ins.
OADP also provides plug-ins for OpenShift Container Platform resource backups and Container Storage Interface (CSI) snapshots.
OADP plug-in | Function | Storage location |
---|---|---|
| Backs up and restores Kubernetes objects by using object store. | AWS S3 |
Backs up and restores volumes by using snapshots. | AWS EBS | |
| Backs up and restores Kubernetes objects by using object store. | Microsoft Azure Blob storage |
Backs up and restores volumes by using snapshots. | Microsoft Azure Managed Disks | |
| Backs up and restores Kubernetes objects by using object store. | Google Cloud Storage |
Backs up and restores volumes by using snapshots. | Google Compute Engine Disks | |
| Backs up and restores OpenShift Container Platform resources by using object store. [1] | Object store |
| Backs up and restores volumes by using CSI snapshots. [2] | Cloud storage that supports CSI snapshots |
- Mandatory.
-
The
csi
plug-in uses the Velero CSI beta snapshot API.
4.1.3. About OADP Velero plug-ins
You can configure two types of plug-ins when you install Velero:
- Default cloud provider plug-ins
- Custom plug-ins
Both types of plug-in are optional, but most users configure at least one cloud provider plug-in.
4.1.3.1. Default Velero cloud provider plug-ins
You can install any of the following default Velero cloud provider plug-ins when you configure the oadp_v1alpha1_dpa.yaml
file during deployment:
-
aws
(Amazon Web Services) -
gcp
(Google Cloud Platform) -
azure
(Microsoft Azure) -
openshift
(OpenShift Velero plug-in) -
csi
(Container Storage Interface) -
kubevirt
(KubeVirt)
You specify the desired default plug-ins in the oadp_v1alpha1_dpa.yaml
file during deployment.
Example file
The following .yaml
file installs the openshift
, aws
, azure
, and gcp
plug-ins:
apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: dpa-sample spec: configuration: velero: defaultPlugins: - openshift - aws - azure - gcp
4.1.3.2. Custom Velero plug-ins
You can install a custom Velero plug-in by specifying the plug-in image
and name
when you configure the oadp_v1alpha1_dpa.yaml
file during deployment.
You specify the desired custom plug-ins in the oadp_v1alpha1_dpa.yaml
file during deployment.
Example file
The following .yaml
file installs the default openshift
, azure
, and gcp
plug-ins and a custom plug-in that has the name custom-plugin-example
and the image quay.io/example-repo/custom-velero-plugin
:
apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: dpa-sample spec: configuration: velero: defaultPlugins: - openshift - azure - gcp customPlugins: - name: custom-plugin-example image: quay.io/example-repo/custom-velero-plugin
4.2. Installing and configuring OADP
4.2.1. About installing OADP
As a cluster administrator, you install the OpenShift API for Data Protection (OADP) by installing the OADP Operator. The OADP Operator installs Velero 1.7.
To back up Kubernetes resources and internal images, you must have object storage as a backup location, such as one of the following storage types:
- Amazon Web Services
- Microsoft Azure
- Google Cloud Platform
- Multicloud Object Gateway
- S3-compatible object storage, such as Noobaa or Minio
The CloudStorage
API for S3 storage is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.
For more information about the support scope of Red Hat Technology Preview features, see https://access.redhat.com/support/offerings/techpreview/.
You can back up persistent volumes (PVs) by using snapshots or Restic.
To back up PVs with snapshots, you must have a cloud provider that supports either a native snapshot API or Container Storage Interface (CSI) snapshots, such as one of the following cloud providers:
- Amazon Web Services
- Microsoft Azure
- Google Cloud Platform
- CSI snapshot-enabled cloud provider, such as OpenShift Container Storage
If your cloud provider does not support snapshots or if your storage is NFS, you can back up applications with Restic.
You create a Secret
object for your storage provider credentials and then you install the Data Protection Application.
Additional resources
- Overview of backup locations and snapshot locations in the Velero documentation.
4.2.2. Installing and configuring the OpenShift API for Data Protection with Amazon Web Services
You install the OpenShift API for Data Protection (OADP) with Amazon Web Services (AWS) by installing the OADP Operator, configuring AWS for Velero, and then installing the Data Protection Application.
The CloudStorage
API for S3 storage is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.
For more information about the support scope of Red Hat Technology Preview features, see https://access.redhat.com/support/offerings/techpreview/.
To install the OADP Operator in a restricted network environment, you must first disable the default OperatorHub sources and mirror the Operator catalog. See Using Operator Lifecycle Manager on restricted networks for details.
4.2.2.1. Installing the OADP Operator
You install the OpenShift API for Data Protection (OADP) Operator on OpenShift Container Platform 4.6 by using Operator Lifecycle Manager (OLM).
The OADP Operator installs Velero 1.7.
Prerequisites
-
You must be logged in as a user with
cluster-admin
privileges.
Procedure
- In the OpenShift Container Platform web console, click Operators → OperatorHub.
- Use the Filter by keyword field to find the OADP Operator.
- Select the OADP Operator and click Install.
-
Click Install to install the Operator in the
openshift-adp
project. - Click Operators → Installed Operators to verify the installation.
4.2.2.2. Configuring Amazon Web Services S3
You can configure an Amazon Web Services (AWS) S3 storage bucket as a replication repository for the Migration Toolkit for Containers (MTC).
Prerequisites
- The AWS S3 storage bucket must be accessible to the source and target clusters.
- You must have the AWS CLI installed.
If you are using the snapshot copy method:
- You must have access to EC2 Elastic Block Storage (EBS).
- The source and target clusters must be in the same region.
- The source and target clusters must have the same storage class.
- The storage class must be compatible with snapshots.
Procedure
Create an AWS S3 bucket:
$ aws s3api create-bucket \ --bucket <bucket> \ 1 --region <bucket_region> 2
Create the IAM user
velero
:$ aws iam create-user --user-name velero
Create an EC2 EBS snapshot policy:
$ cat > velero-ec2-snapshot-policy.json <<EOF { "Version": "2012-10-17", "Statement": [ { "Effect": "Allow", "Action": [ "ec2:DescribeVolumes", "ec2:DescribeSnapshots", "ec2:CreateTags", "ec2:CreateVolume", "ec2:CreateSnapshot", "ec2:DeleteSnapshot" ], "Resource": "*" } ] } EOF
Create an AWS S3 access policy for one or for all S3 buckets:
$ cat > velero-s3-policy.json <<EOF { "Version": "2012-10-17", "Statement": [ { "Effect": "Allow", "Action": [ "s3:GetObject", "s3:DeleteObject", "s3:PutObject", "s3:AbortMultipartUpload", "s3:ListMultipartUploadParts" ], "Resource": [ "arn:aws:s3:::<bucket>/*" 1 ] }, { "Effect": "Allow", "Action": [ "s3:ListBucket", "s3:GetBucketLocation", "s3:ListBucketMultipartUploads" ], "Resource": [ "arn:aws:s3:::<bucket>" 2 ] } ] } EOF
Example output
"Resource": [ "arn:aws:s3:::*"
Attach the EC2 EBS policy to
velero
:$ aws iam put-user-policy \ --user-name velero \ --policy-name velero-ebs \ --policy-document file://velero-ec2-snapshot-policy.json
Attach the AWS S3 policy to
velero
:$ aws iam put-user-policy \ --user-name velero \ --policy-name velero-s3 \ --policy-document file://velero-s3-policy.json
Create an access key for
velero
:$ aws iam create-access-key --user-name velero { "AccessKey": { "UserName": "velero", "Status": "Active", "CreateDate": "2017-07-31T22:24:41.576Z", "SecretAccessKey": <AWS_SECRET_ACCESS_KEY>, 1 "AccessKeyId": <AWS_ACCESS_KEY_ID> 2 } }
Create a
credentials-velero
file:$ cat << EOF > ./credentials-velero [default] aws_access_key_id=<AWS_ACCESS_KEY_ID> aws_secret_access_key=<AWS_SECRET_ACCESS_KEY> EOF
You use the
credentials-velero
file to create aSecret
object for AWS before you install the Data Protection Application.
4.2.2.3. Creating a secret for backup and snapshot locations
You create a Secret
object for the backup and snapshot locations if they use the same credentials.
The default name of the Secret
is cloud-credentials
.
Prerequisites
- Your object storage and cloud storage must use the same credentials.
- You must configure object storage for Velero.
You must create a
credentials-velero
file for the object storage in the appropriate format.NoteThe
DataProtectionApplication
custom resource (CR) requires aSecret
for installation. If nospec.backupLocations.credential.name
value is specified, the default name is used.If you do not want to specify the backup locations or the snapshot locations, you must create a
Secret
with the default name by using an emptycredentials-velero
file.
Procedure
Create a
Secret
with the default name:$ oc create secret generic cloud-credentials -n openshift-adp --from-file cloud=credentials-velero
The Secret
is referenced in the spec.backupLocations.credential
block of the DataProtectionApplication
CR when you install the Data Protection Application.
4.2.2.3.1. Configuring secrets for different backup and snapshot location credentials
If your backup and snapshot locations use different credentials, you create separate profiles in the credentials-velero
file.
Then, you create a Secret
object and specify the profiles in the DataProtectionApplication
custom resource (CR).
Procedure
Create a
credentials-velero
file with separate profiles for the backup and snapshot locations, as in the following example:[backupStorage] aws_access_key_id=<AWS_ACCESS_KEY_ID> aws_secret_access_key=<AWS_SECRET_ACCESS_KEY> [volumeSnapshot] aws_access_key_id=<AWS_ACCESS_KEY_ID> aws_secret_access_key=<AWS_SECRET_ACCESS_KEY>
Create a
Secret
object with thecredentials-velero
file:$ oc create secret generic cloud-credentials -n openshift-adp --from-file cloud=credentials-velero 1
Add the profiles to the
DataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: ... backupLocations: - name: default velero: provider: aws default: true objectStorage: bucket: <bucket_name> prefix: <prefix> config: region: us-east-1 profile: "backupStorage" credential: key: cloud name: cloud-credentials snapshotLocations: - name: default velero: provider: aws config: region: us-west-2 profile: "volumeSnapshot"
4.2.2.4. Configuring the Data Protection Application
You can configure Velero resource allocations and enable self-signed CA certificates.
4.2.2.4.1. Setting Velero CPU and memory resource allocations
You set the CPU and memory resource allocations for the Velero
pod by editing the DataProtectionApplication
custom resource (CR) manifest.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the values in the
spec.configuration.velero.podConfig.ResourceAllocations
block of theDataProtectionApplication
CR manifest, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... configuration: velero: podConfig: resourceAllocations: limits: cpu: "1" 1 memory: 512Mi 2 requests: cpu: 500m 3 memory: 256Mi 4
4.2.2.4.2. Enabling self-signed CA certificates
You must enable a self-signed CA certificate for object storage by editing the DataProtectionApplication
custom resource (CR) manifest to prevent a certificate signed by unknown authority
error.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the
spec.backupLocations.velero.objectStorage.caCert
parameter andspec.backupLocations.velero.config
parameters of theDataProtectionApplication
CR manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... backupLocations: - name: default velero: provider: aws default: true objectStorage: bucket: <bucket> prefix: <prefix> caCert: <base64_encoded_cert_string> 1 config: insecureSkipTLSVerify: "false" 2 ...
4.2.2.5. Installing the Data Protection Application
You install the Data Protection Application (DPA) by creating an instance of the DataProtectionApplication
API.
Prerequisites
- You must install the OADP Operator.
- You must configure object storage as a backup location.
- If you use snapshots to back up PVs, your cloud provider must support either a native snapshot API or Container Storage Interface (CSI) snapshots.
-
If the backup and snapshot locations use the same credentials, you must create a
Secret
with the default name,cloud-credentials
. If the backup and snapshot locations use different credentials, you must create a
Secret
with the default name,cloud-credentials
, which contains separate profiles for the backup and snapshot location credentials.NoteIf you do not want to specify backup or snapshot locations during the installation, you can create a default
Secret
with an emptycredentials-velero
file. If there is no defaultSecret
, the installation will fail.
Procedure
- Click Operators → Installed Operators and select the OADP Operator.
- Under Provided APIs, click Create instance in the DataProtectionApplication box.
Click YAML View and update the parameters of the
DataProtectionApplication
manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: configuration: velero: defaultPlugins: - openshift <.> - aws restic: enable: true <.> backupLocations: - name: default velero: provider: aws default: true objectStorage: bucket: <bucket_name> <.> prefix: <prefix> <.> config: region: <region> profile: "default" credential: key: cloud name: cloud-credentials <.> snapshotLocations: <.> - name: default velero: provider: aws config: region: <region> <.> profile: "default"
<.> The
openshift
plug-in is mandatory in order to back up and restore namespaces on an OpenShift Container Platform cluster. <.> Set tofalse
if you want to disable the Restic installation. Restic deploys a daemon set, which means that each worker node hasRestic
pods running. You configure Restic for backups by addingspec.defaultVolumesToRestic: true
to theBackup
CR. <.> Specify a bucket as the backup storage location. If the bucket is not a dedicated bucket for Velero backups, you must specify a prefix. <.> Specify a prefix for Velero backups, for example,velero
, if the bucket is used for multiple purposes. <.> Specify the name of theSecret
object that you created. If you do not specify this value, the default name,cloud-credentials
, is used. If you specify a custom name, the custom name is used for the backup location. <.> You do not need to specify a snapshot location if you use CSI snapshots or Restic to back up PVs. <.> The snapshot location must be in the same region as the PVs.- Click Create.
Verify the installation by viewing the OADP resources:
$ oc get all -n openshift-adp
Example output
NAME READY STATUS RESTARTS AGE pod/oadp-operator-controller-manager-67d9494d47-6l8z8 2/2 Running 0 2m8s pod/oadp-velero-sample-1-aws-registry-5d6968cbdd-d5w9k 1/1 Running 0 95s pod/restic-9cq4q 1/1 Running 0 94s pod/restic-m4lts 1/1 Running 0 94s pod/restic-pv4kr 1/1 Running 0 95s pod/velero-588db7f655-n842v 1/1 Running 0 95s NAME TYPE CLUSTER-IP EXTERNAL-IP PORT(S) AGE service/oadp-operator-controller-manager-metrics-service ClusterIP 172.30.70.140 <none> 8443/TCP 2m8s service/oadp-velero-sample-1-aws-registry-svc ClusterIP 172.30.130.230 <none> 5000/TCP 95s NAME DESIRED CURRENT READY UP-TO-DATE AVAILABLE NODE SELECTOR AGE daemonset.apps/restic 3 3 3 3 3 <none> 96s NAME READY UP-TO-DATE AVAILABLE AGE deployment.apps/oadp-operator-controller-manager 1/1 1 1 2m9s deployment.apps/oadp-velero-sample-1-aws-registry 1/1 1 1 96s deployment.apps/velero 1/1 1 1 96s NAME DESIRED CURRENT READY AGE replicaset.apps/oadp-operator-controller-manager-67d9494d47 1 1 1 2m9s replicaset.apps/oadp-velero-sample-1-aws-registry-5d6968cbdd 1 1 1 96s replicaset.apps/velero-588db7f655 1 1 1 96s
4.2.2.5.1. Enabling CSI in the DataProtectionApplication CR
You enable the Container Storage Interface (CSI) in the DataProtectionApplication
custom resource (CR) in order to back up persistent volumes with CSI snapshots.
Prerequisites
- The cloud provider must support CSI snapshots.
Procedure
Edit the
DataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication ... spec: configuration: velero: defaultPlugins: - openshift - csi 1 featureFlags: - EnableCSI 2
4.2.3. Installing and configuring the OpenShift API for Data Protection with Microsoft Azure
You install the OpenShift API for Data Protection (OADP) with Microsoft Azure by installing the OADP Operator, configuring Azure for Velero, and then installing the Data Protection Application.
The CloudStorage
API for S3 storage is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.
For more information about the support scope of Red Hat Technology Preview features, see https://access.redhat.com/support/offerings/techpreview/.
To install the OADP Operator in a restricted network environment, you must first disable the default OperatorHub sources and mirror the Operator catalog. See Using Operator Lifecycle Manager on restricted networks for details.
4.2.3.1. Installing the OADP Operator
You install the OpenShift API for Data Protection (OADP) Operator on OpenShift Container Platform 4.6 by using Operator Lifecycle Manager (OLM).
The OADP Operator installs Velero 1.7.
Prerequisites
-
You must be logged in as a user with
cluster-admin
privileges.
Procedure
- In the OpenShift Container Platform web console, click Operators → OperatorHub.
- Use the Filter by keyword field to find the OADP Operator.
- Select the OADP Operator and click Install.
-
Click Install to install the Operator in the
openshift-adp
project. - Click Operators → Installed Operators to verify the installation.
4.2.3.2. Configuring Microsoft Azure Blob
You can configure a Microsoft Azure Blob storage container as a replication repository for the Migration Toolkit for Containers (MTC).
Prerequisites
- You must have an Azure storage account.
- You must have the Azure CLI installed.
- The Azure Blob storage container must be accessible to the source and target clusters.
If you are using the snapshot copy method:
- The source and target clusters must be in the same region.
- The source and target clusters must have the same storage class.
- The storage class must be compatible with snapshots.
Procedure
Set the
AZURE_RESOURCE_GROUP
variable:$ AZURE_RESOURCE_GROUP=Velero_Backups
Create an Azure resource group:
$ az group create -n $AZURE_RESOURCE_GROUP --location <CentralUS> 1
- 1
- Specify your location.
Set the
AZURE_STORAGE_ACCOUNT_ID
variable:$ AZURE_STORAGE_ACCOUNT_ID=velerobackups
Create an Azure storage account:
$ az storage account create \ --name $AZURE_STORAGE_ACCOUNT_ID \ --resource-group $AZURE_RESOURCE_GROUP \ --sku Standard_GRS \ --encryption-services blob \ --https-only true \ --kind BlobStorage \ --access-tier Hot
Set the
BLOB_CONTAINER
variable:$ BLOB_CONTAINER=velero
Create an Azure Blob storage container:
$ az storage container create \ -n $BLOB_CONTAINER \ --public-access off \ --account-name $AZURE_STORAGE_ACCOUNT_ID
Obtain the storage account access key:
$ AZURE_STORAGE_ACCOUNT_ACCESS_KEY=`az storage account keys list \ --account-name $AZURE_STORAGE_ACCOUNT_ID \ --query "[?keyName == 'key1'].value" -o tsv`
Create a
credentials-velero
file:$ cat << EOF > ./credentials-velero AZURE_SUBSCRIPTION_ID=${AZURE_SUBSCRIPTION_ID} AZURE_TENANT_ID=${AZURE_TENANT_ID} AZURE_CLIENT_ID=${AZURE_CLIENT_ID} AZURE_CLIENT_SECRET=${AZURE_CLIENT_SECRET} AZURE_RESOURCE_GROUP=${AZURE_RESOURCE_GROUP} AZURE_STORAGE_ACCOUNT_ACCESS_KEY=${AZURE_STORAGE_ACCOUNT_ACCESS_KEY} 1 AZURE_CLOUD_NAME=AzurePublicCloud EOF
- 1
- Mandatory. You cannot back up internal images if the
credentials-velero
file contains only the service principal credentials.
You use the
credentials-velero
file to create aSecret
object for Azure before you install the Data Protection Application.
4.2.3.3. Creating a secret for backup and snapshot locations
You create a Secret
object for the backup and snapshot locations if they use the same credentials.
The default name of the Secret
is cloud-credentials-azure
.
Prerequisites
- Your object storage and cloud storage must use the same credentials.
- You must configure object storage for Velero.
You must create a
credentials-velero
file for the object storage in the appropriate format.NoteThe
DataProtectionApplication
custom resource (CR) requires aSecret
for installation. If nospec.backupLocations.credential.name
value is specified, the default name is used.If you do not want to specify the backup locations or the snapshot locations, you must create a
Secret
with the default name by using an emptycredentials-velero
file.
Procedure
Create a
Secret
with the default name:$ oc create secret generic cloud-credentials-azure -n openshift-adp --from-file cloud=credentials-velero
The Secret
is referenced in the spec.backupLocations.credential
block of the DataProtectionApplication
CR when you install the Data Protection Application.
4.2.3.3.1. Configuring secrets for different backup and snapshot location credentials
If your backup and snapshot locations use different credentials, you create two Secret
objects:
-
Backup location
Secret
with a custom name. The custom name is specified in thespec.backupLocations
block of theDataProtectionApplication
custom resource (CR). -
Snapshot location
Secret
with the default name,cloud-credentials-azure
. ThisSecret
is not specified in theDataProtectionApplication
CR.
Procedure
-
Create a
credentials-velero
file for the snapshot location in the appropriate format for your cloud provider. Create a
Secret
for the snapshot location with the default name:$ oc create secret generic cloud-credentials-azure -n openshift-adp --from-file cloud=credentials-velero
-
Create a
credentials-velero
file for the backup location in the appropriate format for your object storage. Create a
Secret
for the backup location with a custom name:$ oc create secret generic <custom_secret> -n openshift-adp --from-file cloud=credentials-velero
Add the
Secret
with the custom name to theDataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: ... backupLocations: - velero: config: resourceGroup: <azure_resource_group> storageAccount: <azure_storage_account_id> subscriptionId: <azure_subscription_id> storageAccountKeyEnvVar: AZURE_STORAGE_ACCOUNT_ACCESS_KEY credential: key: cloud name: <custom_secret> 1 provider: azure default: true objectStorage: bucket: <bucket_name> prefix: <prefix> snapshotLocations: - velero: config: resourceGroup: <azure_resource_group> subscriptionId: <azure_subscription_id> incremental: "true" name: default provider: azure
- 1
- Backup location
Secret
with custom name.
4.2.3.4. Configuring the Data Protection Application
You can configure Velero resource allocations and enable self-signed CA certificates.
4.2.3.4.1. Setting Velero CPU and memory resource allocations
You set the CPU and memory resource allocations for the Velero
pod by editing the DataProtectionApplication
custom resource (CR) manifest.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the values in the
spec.configuration.velero.podConfig.ResourceAllocations
block of theDataProtectionApplication
CR manifest, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... configuration: velero: podConfig: resourceAllocations: limits: cpu: "1" 1 memory: 512Mi 2 requests: cpu: 500m 3 memory: 256Mi 4
4.2.3.4.2. Enabling self-signed CA certificates
You must enable a self-signed CA certificate for object storage by editing the DataProtectionApplication
custom resource (CR) manifest to prevent a certificate signed by unknown authority
error.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the
spec.backupLocations.velero.objectStorage.caCert
parameter andspec.backupLocations.velero.config
parameters of theDataProtectionApplication
CR manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... backupLocations: - name: default velero: provider: aws default: true objectStorage: bucket: <bucket> prefix: <prefix> caCert: <base64_encoded_cert_string> 1 config: insecureSkipTLSVerify: "false" 2 ...
4.2.3.5. Installing the Data Protection Application
You install the Data Protection Application (DPA) by creating an instance of the DataProtectionApplication
API.
Prerequisites
- You must install the OADP Operator.
- You must configure object storage as a backup location.
- If you use snapshots to back up PVs, your cloud provider must support either a native snapshot API or Container Storage Interface (CSI) snapshots.
-
If the backup and snapshot locations use the same credentials, you must create a
Secret
with the default name,cloud-credentials-azure
. If the backup and snapshot locations use different credentials, you must create two
Secrets
:-
Secret
with a custom name for the backup location. You add thisSecret
to theDataProtectionApplication
CR. Secret
with the default name,cloud-credentials-azure
, for the snapshot location. ThisSecret
is not referenced in theDataProtectionApplication
CR.NoteIf you do not want to specify backup or snapshot locations during the installation, you can create a default
Secret
with an emptycredentials-velero
file. If there is no defaultSecret
, the installation will fail.
-
Procedure
- Click Operators → Installed Operators and select the OADP Operator.
- Under Provided APIs, click Create instance in the DataProtectionApplication box.
Click YAML View and update the parameters of the
DataProtectionApplication
manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: configuration: velero: defaultPlugins: - azure - openshift <.> restic: enable: true <.> backupLocations: - velero: config: resourceGroup: <azure_resource_group> <.> storageAccount: <azure_storage_account_id> <.> subscriptionId: <azure_subscription_id> <.> storageAccountKeyEnvVar: AZURE_STORAGE_ACCOUNT_ACCESS_KEY credential: key: cloud name: cloud-credentials-azure <.> provider: azure default: true objectStorage: bucket: <bucket_name> <.> prefix: <prefix> <.> snapshotLocations: <.> - velero: config: resourceGroup: <azure_resource_group> subscriptionId: <azure_subscription_id> incremental: "true" name: default provider: azure
<.> The
openshift
plug-in is mandatory in order to back up and restore namespaces on an OpenShift Container Platform cluster. <.> Set tofalse
if you want to disable the Restic installation. Restic deploys a daemon set, which means that each worker node hasRestic
pods running. You configure Restic for backups by addingspec.defaultVolumesToRestic: true
to theBackup
CR. <.> Specify the Azure resource group. <.> Specify the Azure storage account ID. <.> Specify the Azure subscription ID. <.> If you do not specify this value, the default name,cloud-credentials-azure
, is used. If you specify a custom name, the custom name is used for the backup location. <.> Specify a bucket as the backup storage location. If the bucket is not a dedicated bucket for Velero backups, you must specify a prefix. <.> Specify a prefix for Velero backups, for example,velero
, if the bucket is used for multiple purposes. <.> You do not need to specify a snapshot location if you use CSI snapshots or Restic to back up PVs.- Click Create.
Verify the installation by viewing the OADP resources:
$ oc get all -n openshift-adp
Example output
NAME READY STATUS RESTARTS AGE pod/oadp-operator-controller-manager-67d9494d47-6l8z8 2/2 Running 0 2m8s pod/oadp-velero-sample-1-aws-registry-5d6968cbdd-d5w9k 1/1 Running 0 95s pod/restic-9cq4q 1/1 Running 0 94s pod/restic-m4lts 1/1 Running 0 94s pod/restic-pv4kr 1/1 Running 0 95s pod/velero-588db7f655-n842v 1/1 Running 0 95s NAME TYPE CLUSTER-IP EXTERNAL-IP PORT(S) AGE service/oadp-operator-controller-manager-metrics-service ClusterIP 172.30.70.140 <none> 8443/TCP 2m8s service/oadp-velero-sample-1-aws-registry-svc ClusterIP 172.30.130.230 <none> 5000/TCP 95s NAME DESIRED CURRENT READY UP-TO-DATE AVAILABLE NODE SELECTOR AGE daemonset.apps/restic 3 3 3 3 3 <none> 96s NAME READY UP-TO-DATE AVAILABLE AGE deployment.apps/oadp-operator-controller-manager 1/1 1 1 2m9s deployment.apps/oadp-velero-sample-1-aws-registry 1/1 1 1 96s deployment.apps/velero 1/1 1 1 96s NAME DESIRED CURRENT READY AGE replicaset.apps/oadp-operator-controller-manager-67d9494d47 1 1 1 2m9s replicaset.apps/oadp-velero-sample-1-aws-registry-5d6968cbdd 1 1 1 96s replicaset.apps/velero-588db7f655 1 1 1 96s
4.2.3.5.1. Enabling CSI in the DataProtectionApplication CR
You enable the Container Storage Interface (CSI) in the DataProtectionApplication
custom resource (CR) in order to back up persistent volumes with CSI snapshots.
Prerequisites
- The cloud provider must support CSI snapshots.
Procedure
Edit the
DataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication ... spec: configuration: velero: defaultPlugins: - openshift - csi 1 featureFlags: - EnableCSI 2
4.2.4. Installing and configuring the OpenShift API for Data Protection with Google Cloud Platform
You install the OpenShift API for Data Protection (OADP) with Google Cloud Platform (GCP) by installing the OADP Operator, configuring GCP for Velero, and then installing the Data Protection Application.
The CloudStorage
API for S3 storage is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.
For more information about the support scope of Red Hat Technology Preview features, see https://access.redhat.com/support/offerings/techpreview/.
To install the OADP Operator in a restricted network environment, you must first disable the default OperatorHub sources and mirror the Operator catalog. See Using Operator Lifecycle Manager on restricted networks for details.
4.2.4.1. Installing the OADP Operator
You install the OpenShift API for Data Protection (OADP) Operator on OpenShift Container Platform 4.6 by using Operator Lifecycle Manager (OLM).
The OADP Operator installs Velero 1.7.
Prerequisites
-
You must be logged in as a user with
cluster-admin
privileges.
Procedure
- In the OpenShift Container Platform web console, click Operators → OperatorHub.
- Use the Filter by keyword field to find the OADP Operator.
- Select the OADP Operator and click Install.
-
Click Install to install the Operator in the
openshift-adp
project. - Click Operators → Installed Operators to verify the installation.
4.2.4.2. Configuring Google Cloud Platform
You can configure a Google Cloud Platform (GCP) storage bucket as a replication repository for the Migration Toolkit for Containers (MTC).
Prerequisites
- The GCP storage bucket must be accessible to the source and target clusters.
-
You must have
gsutil
installed. If you are using the snapshot copy method:
- The source and target clusters must be in the same region.
- The source and target clusters must have the same storage class.
- The storage class must be compatible with snapshots.
Procedure
Log in to
gsutil
:$ gsutil init
Example output
Welcome! This command will take you through the configuration of gcloud. Your current configuration has been set to: [default] To continue, you must login. Would you like to login (Y/n)?
Set the
BUCKET
variable:$ BUCKET=<bucket> 1
- 1
- Specify your bucket name.
Create a storage bucket:
$ gsutil mb gs://$BUCKET/
Set the
PROJECT_ID
variable to your active project:$ PROJECT_ID=`gcloud config get-value project`
Create a
velero
IAM service account:$ gcloud iam service-accounts create velero \ --display-name "Velero Storage"
Create the
SERVICE_ACCOUNT_EMAIL
variable:$ SERVICE_ACCOUNT_EMAIL=`gcloud iam service-accounts list \ --filter="displayName:Velero Storage" \ --format 'value(email)'`
Create the
ROLE_PERMISSIONS
variable:$ ROLE_PERMISSIONS=( compute.disks.get compute.disks.create compute.disks.createSnapshot compute.snapshots.get compute.snapshots.create compute.snapshots.useReadOnly compute.snapshots.delete compute.zones.get )
Create the
velero.server
custom role:$ gcloud iam roles create velero.server \ --project $PROJECT_ID \ --title "Velero Server" \ --permissions "$(IFS=","; echo "${ROLE_PERMISSIONS[*]}")"
Add IAM policy binding to the project:
$ gcloud projects add-iam-policy-binding $PROJECT_ID \ --member serviceAccount:$SERVICE_ACCOUNT_EMAIL \ --role projects/$PROJECT_ID/roles/velero.server
Update the IAM service account:
$ gsutil iam ch serviceAccount:$SERVICE_ACCOUNT_EMAIL:objectAdmin gs://${BUCKET}
Save the IAM service account keys to the
credentials-velero
file in the current directory:$ gcloud iam service-accounts keys create credentials-velero \ --iam-account $SERVICE_ACCOUNT_EMAIL
You use the
credentials-velero
file to create aSecret
object for GCP before you install the Data Protection Application.
4.2.4.3. Creating a secret for backup and snapshot locations
You create a Secret
object for the backup and snapshot locations if they use the same credentials.
The default name of the Secret
is cloud-credentials-gcp
.
Prerequisites
- Your object storage and cloud storage must use the same credentials.
- You must configure object storage for Velero.
-
You must create a
credentials-velero
file for the object storage in the appropriate format.
Procedure
Create a
Secret
with the default name:$ oc create secret generic cloud-credentials-gcp -n openshift-adp --from-file cloud=credentials-velero
The Secret
is referenced in the spec.backupLocations.credential
block of the DataProtectionApplication
CR when you install the Data Protection Application.
4.2.4.3.1. Configuring secrets for different backup and snapshot location credentials
If your backup and snapshot locations use different credentials, you create two Secret
objects:
-
Backup location
Secret
with a custom name. The custom name is specified in thespec.backupLocations
block of theDataProtectionApplication
custom resource (CR). -
Snapshot location
Secret
with the default name,cloud-credentials-gcp
. ThisSecret
is not specified in theDataProtectionApplication
CR.
Procedure
-
Create a
credentials-velero
file for the snapshot location in the appropriate format for your cloud provider. Create a
Secret
for the snapshot location with the default name:$ oc create secret generic cloud-credentials-gcp -n openshift-adp --from-file cloud=credentials-velero
-
Create a
credentials-velero
file for the backup location in the appropriate format for your object storage. Create a
Secret
for the backup location with a custom name:$ oc create secret generic <custom_secret> -n openshift-adp --from-file cloud=credentials-velero
Add the
Secret
with the custom name to theDataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: ... backupLocations: - velero: provider: gcp default: true credential: key: cloud name: <custom_secret> 1 objectStorage: bucket: <bucket_name> prefix: <prefix> snapshotLocations: - velero: provider: gcp default: true config: project: <project> snapshotLocation: us-west1
- 1
- Backup location
Secret
with custom name.
4.2.4.4. Configuring the Data Protection Application
You can configure Velero resource allocations and enable self-signed CA certificates.
4.2.4.4.1. Setting Velero CPU and memory resource allocations
You set the CPU and memory resource allocations for the Velero
pod by editing the DataProtectionApplication
custom resource (CR) manifest.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the values in the
spec.configuration.velero.podConfig.ResourceAllocations
block of theDataProtectionApplication
CR manifest, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... configuration: velero: podConfig: resourceAllocations: limits: cpu: "1" 1 memory: 512Mi 2 requests: cpu: 500m 3 memory: 256Mi 4
4.2.4.4.2. Enabling self-signed CA certificates
You must enable a self-signed CA certificate for object storage by editing the DataProtectionApplication
custom resource (CR) manifest to prevent a certificate signed by unknown authority
error.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the
spec.backupLocations.velero.objectStorage.caCert
parameter andspec.backupLocations.velero.config
parameters of theDataProtectionApplication
CR manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... backupLocations: - name: default velero: provider: aws default: true objectStorage: bucket: <bucket> prefix: <prefix> caCert: <base64_encoded_cert_string> 1 config: insecureSkipTLSVerify: "false" 2 ...
4.2.4.5. Installing the Data Protection Application
You install the Data Protection Application (DPA) by creating an instance of the DataProtectionApplication
API.
Prerequisites
- You must install the OADP Operator.
- You must configure object storage as a backup location.
- If you use snapshots to back up PVs, your cloud provider must support either a native snapshot API or Container Storage Interface (CSI) snapshots.
-
If the backup and snapshot locations use the same credentials, you must create a
Secret
with the default name,cloud-credentials-gcp
. If the backup and snapshot locations use different credentials, you must create two
Secrets
:-
Secret
with a custom name for the backup location. You add thisSecret
to theDataProtectionApplication
CR. Secret
with the default name,cloud-credentials-gcp
, for the snapshot location. ThisSecret
is not referenced in theDataProtectionApplication
CR.NoteIf you do not want to specify backup or snapshot locations during the installation, you can create a default
Secret
with an emptycredentials-velero
file. If there is no defaultSecret
, the installation will fail.
-
Procedure
- Click Operators → Installed Operators and select the OADP Operator.
- Under Provided APIs, click Create instance in the DataProtectionApplication box.
Click YAML View and update the parameters of the
DataProtectionApplication
manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: configuration: velero: defaultPlugins: - gcp - openshift <.> restic: enable: true <.> backupLocations: - velero: provider: gcp default: true credential: key: cloud name: cloud-credentials-gcp <.> objectStorage: bucket: <bucket_name> <.> prefix: <prefix> <.> snapshotLocations: <.> - velero: provider: gcp default: true config: project: <project> snapshotLocation: us-west1 <.>
<.> The
openshift
plug-in is mandatory in order to back up and restore namespaces on an OpenShift Container Platform cluster. <.> Set tofalse
if you want to disable the Restic installation. Restic deploys a daemon set, which means that each worker node hasRestic
pods running. You configure Restic for backups by addingspec.defaultVolumesToRestic: true
to theBackup
CR. <.> If you do not specify this value, the default name,cloud-credentials-gcp
, is used. If you specify a custom name, the custom name is used for the backup location. <.> Specify a bucket as the backup storage location. If the bucket is not a dedicated bucket for Velero backups, you must specify a prefix. <.> Specify a prefix for Velero backups, for example,velero
, if the bucket is used for multiple purposes. <.> You do not need to specify a snapshot location if you use CSI snapshots or Restic to back up PVs. <.> The snapshot location must be in the same region as the PVs.- Click Create.
Verify the installation by viewing the OADP resources:
$ oc get all -n openshift-adp
Example output
NAME READY STATUS RESTARTS AGE pod/oadp-operator-controller-manager-67d9494d47-6l8z8 2/2 Running 0 2m8s pod/oadp-velero-sample-1-aws-registry-5d6968cbdd-d5w9k 1/1 Running 0 95s pod/restic-9cq4q 1/1 Running 0 94s pod/restic-m4lts 1/1 Running 0 94s pod/restic-pv4kr 1/1 Running 0 95s pod/velero-588db7f655-n842v 1/1 Running 0 95s NAME TYPE CLUSTER-IP EXTERNAL-IP PORT(S) AGE service/oadp-operator-controller-manager-metrics-service ClusterIP 172.30.70.140 <none> 8443/TCP 2m8s service/oadp-velero-sample-1-aws-registry-svc ClusterIP 172.30.130.230 <none> 5000/TCP 95s NAME DESIRED CURRENT READY UP-TO-DATE AVAILABLE NODE SELECTOR AGE daemonset.apps/restic 3 3 3 3 3 <none> 96s NAME READY UP-TO-DATE AVAILABLE AGE deployment.apps/oadp-operator-controller-manager 1/1 1 1 2m9s deployment.apps/oadp-velero-sample-1-aws-registry 1/1 1 1 96s deployment.apps/velero 1/1 1 1 96s NAME DESIRED CURRENT READY AGE replicaset.apps/oadp-operator-controller-manager-67d9494d47 1 1 1 2m9s replicaset.apps/oadp-velero-sample-1-aws-registry-5d6968cbdd 1 1 1 96s replicaset.apps/velero-588db7f655 1 1 1 96s
4.2.4.5.1. Enabling CSI in the DataProtectionApplication CR
You enable the Container Storage Interface (CSI) in the DataProtectionApplication
custom resource (CR) in order to back up persistent volumes with CSI snapshots.
Prerequisites
- The cloud provider must support CSI snapshots.
Procedure
Edit the
DataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication ... spec: configuration: velero: defaultPlugins: - openshift - csi 1 featureFlags: - EnableCSI 2
4.2.5. Installing and configuring the OpenShift API for Data Protection with Multicloud Object Gateway
You install the OpenShift API for Data Protection (OADP) with Multicloud Object Gateway (MCG) by installing the OADP Operator, creating a Secret
object, and then installing the Data Protection Application.
MCG is a component of OpenShift Container Storage (OCS). You configure MCG as a backup location in the DataProtectionApplication
custom resource (CR).
The CloudStorage
API for S3 storage is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.
For more information about the support scope of Red Hat Technology Preview features, see https://access.redhat.com/support/offerings/techpreview/.
If your cloud provider has a native snapshot API, configure a snapshot location. If your cloud provider does not support snapshots or if your storage is NFS, you can create backups with Restic.
You do not need to specify a snapshot location in the DataProtectionApplication
CR for Restic or Container Storage Interface (CSI) snapshots.
To install the OADP Operator in a restricted network environment, you must first disable the default OperatorHub sources and mirror the Operator catalog. For details, see Using Operator Lifecycle Manager on restricted networks.
4.2.5.1. Installing the OADP Operator
You install the OpenShift API for Data Protection (OADP) Operator on OpenShift Container Platform 4.6 by using Operator Lifecycle Manager (OLM).
The OADP Operator installs Velero 1.7.
Prerequisites
-
You must be logged in as a user with
cluster-admin
privileges.
Procedure
- In the OpenShift Container Platform web console, click Operators → OperatorHub.
- Use the Filter by keyword field to find the OADP Operator.
- Select the OADP Operator and click Install.
-
Click Install to install the Operator in the
openshift-adp
project. - Click Operators → Installed Operators to verify the installation.
4.2.5.2. Configuring the Multicloud Object Gateway
You can configure the Multicloud Object Gateway (MCG) as a replication repository for the Migration Toolkit for Containers (MTC). MCG is a component of OpenShift Container Storage.
Procedure
- Deploy OpenShift Container Storage by using the appropriate OpenShift Container Storage deployment guide.
Obtain the S3 endpoint,
AWS_ACCESS_KEY_ID
, andAWS_SECRET_ACCESS_KEY
by running thedescribe
command on theNooBaa
custom resource.These values are required in order to add MCG as a replication repository to the MTC web console.
4.2.5.3. Creating a secret for backup and snapshot locations
You create a Secret
object for the backup and snapshot locations if they use the same credentials.
The default name of the Secret
is cloud-credentials
.
Prerequisites
- Your object storage and cloud storage must use the same credentials.
- You must configure object storage for Velero.
-
You must create a
credentials-velero
file for the object storage in the appropriate format.
Procedure
Create a
Secret
with the default name:$ oc create secret generic cloud-credentials -n openshift-adp --from-file cloud=credentials-velero
The Secret
is referenced in the spec.backupLocations.credential
block of the DataProtectionApplication
CR when you install the Data Protection Application.
4.2.5.3.1. Configuring secrets for different backup and snapshot location credentials
If your backup and snapshot locations use different credentials, you create two Secret
objects:
-
Backup location
Secret
with a custom name. The custom name is specified in thespec.backupLocations
block of theDataProtectionApplication
custom resource (CR). -
Snapshot location
Secret
with the default name,cloud-credentials
. ThisSecret
is not specified in theDataProtectionApplication
CR.
Procedure
-
Create a
credentials-velero
file for the snapshot location in the appropriate format for your cloud provider. Create a
Secret
for the snapshot location with the default name:$ oc create secret generic cloud-credentials -n openshift-adp --from-file cloud=credentials-velero
-
Create a
credentials-velero
file for the backup location in the appropriate format for your object storage. Create a
Secret
for the backup location with a custom name:$ oc create secret generic <custom_secret> -n openshift-adp --from-file cloud=credentials-velero
Add the
Secret
with the custom name to theDataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: configuration: velero: defaultPlugins: - aws - openshift restic: enable: true backupLocations: - velero: config: profile: "default" region: minio s3Url: <url> insecureSkipTLSVerify: "true" s3ForcePathStyle: "true" provider: aws default: true credential: key: cloud name: <custom_secret> 1 objectStorage: bucket: <bucket_name> prefix: <prefix>
- 1
- Backup location
Secret
with custom name.
4.2.5.4. Configuring the Data Protection Application
You can configure Velero resource allocations and enable self-signed CA certificates.
4.2.5.4.1. Setting Velero CPU and memory resource allocations
You set the CPU and memory resource allocations for the Velero
pod by editing the DataProtectionApplication
custom resource (CR) manifest.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the values in the
spec.configuration.velero.podConfig.ResourceAllocations
block of theDataProtectionApplication
CR manifest, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... configuration: velero: podConfig: resourceAllocations: limits: cpu: "1" 1 memory: 512Mi 2 requests: cpu: 500m 3 memory: 256Mi 4
4.2.5.4.2. Enabling self-signed CA certificates
You must enable a self-signed CA certificate for object storage by editing the DataProtectionApplication
custom resource (CR) manifest to prevent a certificate signed by unknown authority
error.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the
spec.backupLocations.velero.objectStorage.caCert
parameter andspec.backupLocations.velero.config
parameters of theDataProtectionApplication
CR manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... backupLocations: - name: default velero: provider: aws default: true objectStorage: bucket: <bucket> prefix: <prefix> caCert: <base64_encoded_cert_string> 1 config: insecureSkipTLSVerify: "false" 2 ...
4.2.5.5. Installing the Data Protection Application
You install the Data Protection Application (DPA) by creating an instance of the DataProtectionApplication
API.
Prerequisites
- You must install the OADP Operator.
- You must configure object storage as a backup location.
- If you use snapshots to back up PVs, your cloud provider must support either a native snapshot API or Container Storage Interface (CSI) snapshots.
-
If the backup and snapshot locations use the same credentials, you must create a
Secret
with the default name,cloud-credentials
. If the backup and snapshot locations use different credentials, you must create two
Secrets
:-
Secret
with a custom name for the backup location. You add thisSecret
to theDataProtectionApplication
CR. Secret
with the default name,cloud-credentials
, for the snapshot location. ThisSecret
is not referenced in theDataProtectionApplication
CR.NoteIf you do not want to specify backup or snapshot locations during the installation, you can create a default
Secret
with an emptycredentials-velero
file. If there is no defaultSecret
, the installation will fail.
-
Procedure
- Click Operators → Installed Operators and select the OADP Operator.
- Under Provided APIs, click Create instance in the DataProtectionApplication box.
Click YAML View and update the parameters of the
DataProtectionApplication
manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: configuration: velero: defaultPlugins: - aws - openshift <.> restic: enable: true <.> backupLocations: - velero: config: profile: "default" region: minio s3Url: <url> <.> insecureSkipTLSVerify: "true" s3ForcePathStyle: "true" provider: aws default: true credential: key: cloud name: cloud-credentials <.> objectStorage: bucket: <bucket_name> <.> prefix: <prefix> <.>
<.> The
openshift
plug-in is mandatory in order to back up and restore namespaces on an OpenShift Container Platform cluster. <.> Set tofalse
if you want to disable the Restic installation. Restic deploys a daemon set, which means that each worker node hasRestic
pods running. You configure Restic for backups by addingspec.defaultVolumesToRestic: true
to theBackup
CR. <.> Specify the URL of the S3 endpoint. <.> If you do not specify this value, the default name,cloud-credentials
, is used. If you specify a custom name, the custom name is used for the backup location. <.> Specify a bucket as the backup storage location. If the bucket is not a dedicated bucket for Velero backups, you must specify a prefix. <.> Specify a prefix for Velero backups, for example,velero
, if the bucket is used for multiple purposes.- Click Create.
Verify the installation by viewing the OADP resources:
$ oc get all -n openshift-adp
Example output
NAME READY STATUS RESTARTS AGE pod/oadp-operator-controller-manager-67d9494d47-6l8z8 2/2 Running 0 2m8s pod/oadp-velero-sample-1-aws-registry-5d6968cbdd-d5w9k 1/1 Running 0 95s pod/restic-9cq4q 1/1 Running 0 94s pod/restic-m4lts 1/1 Running 0 94s pod/restic-pv4kr 1/1 Running 0 95s pod/velero-588db7f655-n842v 1/1 Running 0 95s NAME TYPE CLUSTER-IP EXTERNAL-IP PORT(S) AGE service/oadp-operator-controller-manager-metrics-service ClusterIP 172.30.70.140 <none> 8443/TCP 2m8s service/oadp-velero-sample-1-aws-registry-svc ClusterIP 172.30.130.230 <none> 5000/TCP 95s NAME DESIRED CURRENT READY UP-TO-DATE AVAILABLE NODE SELECTOR AGE daemonset.apps/restic 3 3 3 3 3 <none> 96s NAME READY UP-TO-DATE AVAILABLE AGE deployment.apps/oadp-operator-controller-manager 1/1 1 1 2m9s deployment.apps/oadp-velero-sample-1-aws-registry 1/1 1 1 96s deployment.apps/velero 1/1 1 1 96s NAME DESIRED CURRENT READY AGE replicaset.apps/oadp-operator-controller-manager-67d9494d47 1 1 1 2m9s replicaset.apps/oadp-velero-sample-1-aws-registry-5d6968cbdd 1 1 1 96s replicaset.apps/velero-588db7f655 1 1 1 96s
4.2.5.5.1. Enabling CSI in the DataProtectionApplication CR
You enable the Container Storage Interface (CSI) in the DataProtectionApplication
custom resource (CR) in order to back up persistent volumes with CSI snapshots.
Prerequisites
- The cloud provider must support CSI snapshots.
Procedure
Edit the
DataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication ... spec: configuration: velero: defaultPlugins: - openshift - csi 1 featureFlags: - EnableCSI 2
4.2.6. Installing and configuring the OpenShift API for Data Protection with OpenShift Container Storage
You install the OpenShift API for Data Protection (OADP) with OpenShift Container Storage (OCS) by installing the OADP Operator and configuring a backup location and a snapshot location. Then, you install the Data Protection Application.
You can configure Multicloud Object Gateway or any S3-compatible object storage as a backup location in the DataProtectionApplication
custom resource (CR).
The CloudStorage
API for S3 storage is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.
For more information about the support scope of Red Hat Technology Preview features, see https://access.redhat.com/support/offerings/techpreview/.
If the cloud provider has a native snapshot API, you can configure cloud storage as a snapshot location in the DataProtectionApplication
CR. You do not need to specify a snapshot location for Restic or Container Storage Interface (CSI) snapshots.
To install the OADP Operator in a restricted network environment, you must first disable the default OperatorHub sources and mirror the Operator catalog. For details, see Using Operator Lifecycle Manager on restricted networks.
4.2.6.1. Installing the OADP Operator
You install the OpenShift API for Data Protection (OADP) Operator on OpenShift Container Platform 4.6 by using Operator Lifecycle Manager (OLM).
The OADP Operator installs Velero 1.7.
Prerequisites
-
You must be logged in as a user with
cluster-admin
privileges.
Procedure
- In the OpenShift Container Platform web console, click Operators → OperatorHub.
- Use the Filter by keyword field to find the OADP Operator.
- Select the OADP Operator and click Install.
-
Click Install to install the Operator in the
openshift-adp
project. - Click Operators → Installed Operators to verify the installation.
After you install the OADP Operator, you configure object storage as a backup location and cloud storage as a snapshot location, if the cloud provider supports a native snapshot API.
If the cloud provider does not support snapshots or if your storage is NFS, you can create backups with Restic. Restic does not require a snapshot location.
4.2.6.2. Creating a secret for backup and snapshot locations
You create a Secret
object for the backup and snapshot locations if they use the same credentials.
The default name of the Secret
is cloud-credentials
, unless you specify a default plug-in for the backup storage provider.
Prerequisites
- Your object storage and cloud storage must use the same credentials.
- You must configure object storage for Velero.
-
You must create a
credentials-velero
file for the object storage in the appropriate format.
Procedure
Create a
Secret
with the default name:$ oc create secret generic cloud-credentials -n openshift-adp --from-file cloud=credentials-velero
The Secret
is referenced in the spec.backupLocations.credential
block of the DataProtectionApplication
CR when you install the Data Protection Application.
4.2.6.2.1. Configuring secrets for different backup and snapshot location credentials
If your backup and snapshot locations use different credentials, you create two Secret
objects:
-
Backup location
Secret
with a custom name. The custom name is specified in thespec.backupLocations
block of theDataProtectionApplication
custom resource (CR). -
Snapshot location
Secret
with the default name,cloud-credentials
. ThisSecret
is not specified in theDataProtectionApplication
CR.
Procedure
-
Create a
credentials-velero
file for the snapshot location in the appropriate format for your cloud provider. Create a
Secret
for the snapshot location with the default name:$ oc create secret generic cloud-credentials -n openshift-adp --from-file cloud=credentials-velero
-
Create a
credentials-velero
file for the backup location in the appropriate format for your object storage. Create a
Secret
for the backup location with a custom name:$ oc create secret generic <custom_secret> -n openshift-adp --from-file cloud=credentials-velero
Add the
Secret
with the custom name to theDataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: configuration: velero: defaultPlugins: - csi - openshift featureFlags: - EnableCSI restic: enable: true backupLocations: - velero: provider: gcp default: true credential: key: cloud name: <custom_secret> 1 objectStorage: bucket: <bucket_name> prefix: <prefix>
- 1
- Backup location
Secret
with custom name.
4.2.6.3. Configuring the Data Protection Application
You can configure Velero resource allocations and enable self-signed CA certificates.
4.2.6.3.1. Setting Velero CPU and memory resource allocations
You set the CPU and memory resource allocations for the Velero
pod by editing the DataProtectionApplication
custom resource (CR) manifest.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the values in the
spec.configuration.velero.podConfig.ResourceAllocations
block of theDataProtectionApplication
CR manifest, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... configuration: velero: podConfig: resourceAllocations: limits: cpu: "1" 1 memory: 512Mi 2 requests: cpu: 500m 3 memory: 256Mi 4
4.2.6.3.2. Enabling self-signed CA certificates
You must enable a self-signed CA certificate for object storage by editing the DataProtectionApplication
custom resource (CR) manifest to prevent a certificate signed by unknown authority
error.
Prerequisites
- You must have the OpenShift API for Data Protection (OADP) Operator installed.
Procedure
Edit the
spec.backupLocations.velero.objectStorage.caCert
parameter andspec.backupLocations.velero.config
parameters of theDataProtectionApplication
CR manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> spec: ... backupLocations: - name: default velero: provider: aws default: true objectStorage: bucket: <bucket> prefix: <prefix> caCert: <base64_encoded_cert_string> 1 config: insecureSkipTLSVerify: "false" 2 ...
4.2.6.4. Installing the Data Protection Application
You install the Data Protection Application (DPA) by creating an instance of the DataProtectionApplication
API.
Prerequisites
- You must install the OADP Operator.
- You must configure object storage as a backup location.
- If you use snapshots to back up PVs, your cloud provider must support either a native snapshot API or Container Storage Interface (CSI) snapshots.
-
If the backup and snapshot locations use the same credentials, you must create a
Secret
with the default name,cloud-credentials
. If the backup and snapshot locations use different credentials, you must create two
Secrets
:-
Secret
with a custom name for the backup location. You add thisSecret
to theDataProtectionApplication
CR. Secret
with the default name,cloud-credentials
, for the snapshot location. ThisSecret
is not referenced in theDataProtectionApplication
CR.NoteIf you do not want to specify backup or snapshot locations during the installation, you can create a default
Secret
with an emptycredentials-velero
file. If there is no defaultSecret
, the installation will fail.
-
Procedure
- Click Operators → Installed Operators and select the OADP Operator.
- Under Provided APIs, click Create instance in the DataProtectionApplication box.
Click YAML View and update the parameters of the
DataProtectionApplication
manifest:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: <dpa_sample> namespace: openshift-adp spec: configuration: velero: defaultPlugins: - gcp <.> - csi <.> - openshift <.> restic: enable: true <.> backupLocations: - velero: provider: gcp <.> default: true credential: key: cloud name: <default_secret> <.> objectStorage: bucket: <bucket_name> <.> prefix: <prefix> <.>
<.> Specify the default plug-in for the backup provider, for example,
gcp
, if appropriate. <.> Specify thecsi
default plug-in if you use CSI snapshots to back up PVs. Thecsi
plug-in uses the Velero CSI beta snapshot APIs. You do not need to configure a snapshot location. <.> Theopenshift
plug-in is mandatory in order to back up and restore namespaces on an OpenShift Container Platform cluster. <.> Set tofalse
if you want to disable the Restic installation. Restic deploys a daemon set, which means that each worker node hasRestic
pods running. You configure Restic for backups by addingspec.defaultVolumesToRestic: true
to theBackup
CR. <.> Specify the backup provider. <.> If you use a default plug-in for the backup provider, you must specify the correct default name for theSecret
, for example,cloud-credentials-gcp
. If you specify a custom name, the custom name is used for the backup location. If you do not specify aSecret
name, the default name is used. <.> Specify a bucket as the backup storage location. If the bucket is not a dedicated bucket for Velero backups, you must specify a prefix. <.> Specify a prefix for Velero backups, for example,velero
, if the bucket is used for multiple purposes.- Click Create.
Verify the installation by viewing the OADP resources:
$ oc get all -n openshift-adp
Example output
NAME READY STATUS RESTARTS AGE pod/oadp-operator-controller-manager-67d9494d47-6l8z8 2/2 Running 0 2m8s pod/oadp-velero-sample-1-aws-registry-5d6968cbdd-d5w9k 1/1 Running 0 95s pod/restic-9cq4q 1/1 Running 0 94s pod/restic-m4lts 1/1 Running 0 94s pod/restic-pv4kr 1/1 Running 0 95s pod/velero-588db7f655-n842v 1/1 Running 0 95s NAME TYPE CLUSTER-IP EXTERNAL-IP PORT(S) AGE service/oadp-operator-controller-manager-metrics-service ClusterIP 172.30.70.140 <none> 8443/TCP 2m8s service/oadp-velero-sample-1-aws-registry-svc ClusterIP 172.30.130.230 <none> 5000/TCP 95s NAME DESIRED CURRENT READY UP-TO-DATE AVAILABLE NODE SELECTOR AGE daemonset.apps/restic 3 3 3 3 3 <none> 96s NAME READY UP-TO-DATE AVAILABLE AGE deployment.apps/oadp-operator-controller-manager 1/1 1 1 2m9s deployment.apps/oadp-velero-sample-1-aws-registry 1/1 1 1 96s deployment.apps/velero 1/1 1 1 96s NAME DESIRED CURRENT READY AGE replicaset.apps/oadp-operator-controller-manager-67d9494d47 1 1 1 2m9s replicaset.apps/oadp-velero-sample-1-aws-registry-5d6968cbdd 1 1 1 96s replicaset.apps/velero-588db7f655 1 1 1 96s
4.2.6.4.1. Enabling CSI in the DataProtectionApplication CR
You enable the Container Storage Interface (CSI) in the DataProtectionApplication
custom resource (CR) in order to back up persistent volumes with CSI snapshots.
Prerequisites
- The cloud provider must support CSI snapshots.
Procedure
Edit the
DataProtectionApplication
CR, as in the following example:apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication ... spec: configuration: velero: defaultPlugins: - openshift - csi 1 featureFlags: - EnableCSI 2
4.2.7. Uninstalling the OpenShift API for Data Protection
You uninstall the OpenShift API for Data Protection (OADP) by deleting the OADP Operator. See Deleting Operators from a cluster for details.
4.3. Backing up and restoring
4.3.1. Backing up applications
You back up applications by creating a Backup
custom resource (CR).
The Backup
CR creates backup files for Kubernetes resources and internal images, on S3 object storage, and snapshots for persistent volumes (PVs), if the cloud provider uses a native snapshot API or the Container Storage Interface (CSI) to create snapshots, such as OpenShift Container Storage 4. For more information, see CSI volume snapshots.
The CloudStorage
API for S3 storage is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.
For more information about the support scope of Red Hat Technology Preview features, see https://access.redhat.com/support/offerings/techpreview/.
If your cloud provider has a native snapshot API or supports Container Storage Interface (CSI) snapshots, the Backup
CR backs up persistent volumes by creating snapshots. For more information, see the Overview of CSI volume snapshots in the OpenShift Container Platform documentation.
If your cloud provider does not support snapshots or if your applications are on NFS data volumes, you can create backups by using Restic.
You can create backup hooks to run commands before or after the backup operation.
You can schedule backups by creating a Schedule
CR instead of a Backup
CR.
4.3.1.1. Creating a Backup CR
You back up Kubernetes images, internal images, and persistent volumes (PVs) by creating a Backup
custom resource (CR).
Prerequisites
- You must install the OpenShift API for Data Protection (OADP) Operator.
-
The
DataProtectionApplication
CR must be in aReady
state. Backup location prerequisites:
- You must have S3 object storage configured for Velero.
-
You must have a backup location configured in the
DataProtectionApplication
CR.
Snapshot location prerequisites:
- Your cloud provider must have a native snapshot API or support Container Storage Interface (CSI) snapshots.
-
For CSI snapshots, you must create a
VolumeSnapshotClass
CR to register the CSI driver. -
You must have a volume location configured in the
DataProtectionApplication
CR.
Procedure
Retrieve the
backupStorageLocations
CRs:$ oc get backupStorageLocations
Example output
NAME PHASE LAST VALIDATED AGE DEFAULT velero-sample-1 Available 11s 31m
Create a
Backup
CR, as in the following example:apiVersion: velero.io/v1 kind: Backup metadata: name: <backup> labels: velero.io/storage-location: default namespace: openshift-adp spec: hooks: {} includedNamespaces: - <namespace> 1 storageLocation: <velero-sample-1> 2 ttl: 720h0m0s
Verify that the status of the
Backup
CR isCompleted
:$ oc get backup -n openshift-adp <backup> -o jsonpath='{.status.phase}'
4.3.1.2. Backing up persistent volumes with CSI snapshots
You back up persistent volumes with Container Storage Interface (CSI) snapshots by creating a VolumeSnapshotClass
custom resource (CR) to register the CSI driver before you create the Backup
CR.
Prerequisites
- The cloud provider must support CSI snapshots.
-
You must enable CSI in the
DataProtectionApplication
CR.
Procedure
Create a
VolumeSnapshotClass
CR, as in the following examples:Ceph RBD
apiVersion: snapshot.storage.k8s.io/v1 kind: VolumeSnapshotClass deletionPolicy: Retain metadata: name: <volume_snapshot_class_name> labels: velero.io/csi-volumesnapshot-class: "true" snapshotter: openshift-storage.rbd.csi.ceph.com driver: openshift-storage.rbd.csi.ceph.com parameters: clusterID: openshift-storage csi.storage.k8s.io/snapshotter-secret-name: rook-csi-rbd-provisioner csi.storage.k8s.io/snapshotter-secret-namespace: openshift-storage
Ceph FS
apiVersion: snapshot.storage.k8s.io/v1 kind: VolumeSnapshotClass metadata: name: <volume_snapshot_class_name> labels: velero.io/csi-volumesnapshot-class: "true" driver: openshift-storage.cephfs.csi.ceph.com deletionPolicy: Retain parameters: clusterID: openshift-storage csi.storage.k8s.io/snapshotter-secret-name: rook-csi-cephfs-provisioner csi.storage.k8s.io/snapshotter-secret-namespace: openshift-storage
Other cloud providers
apiVersion: snapshot.storage.k8s.io/v1 kind: VolumeSnapshotClass metadata: name: <volume_snapshot_class_name> labels: velero.io/csi-volumesnapshot-class: "true" driver: <csi_driver> deletionPolicy: Retain
You can now create a Backup
CR.
4.3.1.3. Backing up applications with Restic
You back up Kubernetes resources, internal images, and persistent volumes with Restic by editing the Backup
custom resource (CR).
You do not need to specify a snapshot location in the DataProtectionApplication
CR.
Prerequisites
- You must install the OpenShift API for Data Protection (OADP) Operator.
-
You must not disable the default Restic installation by setting
spec.configuration.restic.enable
tofalse
in theDataProtectionApplication
CR. -
The
DataProtectionApplication
CR must be in aReady
state.
Procedure
Edit the
Backup
CR, as in the following example:apiVersion: velero.io/v1 kind: Backup metadata: name: <backup> labels: velero.io/storage-location: default namespace: openshift-adp spec: defaultVolumesToRestic: true 1 ...
- 1
- Add
defaultVolumesToRestic: true
to thespec
block.
4.3.1.4. Creating backup hooks
You create backup hooks to run commands in a container in a pod by editing the Backup
custom resource (CR).
Pre hooks run before the pod is backed up. Post hooks run after the backup.
Procedure
Add a hook to the
spec.hooks
block of theBackup
CR, as in the following example:apiVersion: velero.io/v1 kind: Backup metadata: name: <backup> namespace: openshift-adp spec: hooks: resources: - name: <hook_name> includedNamespaces: - <namespace> 1 excludedNamespaces: - <namespace> includedResources: - pods 2 excludedResources: [] labelSelector: 3 matchLabels: app: velero component: server pre: 4 - exec: container: <container> 5 command: - /bin/uname 6 - -a onError: Fail 7 timeout: 30s 8 post: 9 ...
- 1
- Array of namespaces to which the hook applies. If this value is not specified, the hook applies to all namespaces.
- 2
- Currently, pods are the only supported resource.
- 3
- Optional: This hook only applies to objects matching the label selector.
- 4
- Array of hooks to run before the backup.
- 5
- Optional: If the container is not specified, the command runs in the first container in the pod.
- 6
- Array of commands that the hook runs.
- 7
- Allowed values for error handling are
Fail
andContinue
. The default isFail
. - 8
- Optional: How long to wait for the commands to run. The default is
30s
. - 9
- This block defines an array of hooks to run after the backup, with the same parameters as the pre-backup hooks.
4.3.1.5. Scheduling backups
You schedule backups by creating a Schedule
custom resource (CR) instead of a Backup
CR.
Leave enough time in your backup schedule for a backup to finish before another backup is created.
For example, if a backup of a namespace typically takes 10 minutes, do not schedule backups more frequently than every 15 minutes.
Prerequisites
- You must install the OpenShift API for Data Protection (OADP) Operator.
-
The
DataProtectionApplication
CR must be in aReady
state.
Procedure
Retrieve the
backupStorageLocations
CRs:$ oc get backupStorageLocations
Example output
NAME PHASE LAST VALIDATED AGE DEFAULT velero-sample-1 Available 11s 31m
Create a
Schedule
CR, as in the following example:$ cat << EOF | oc apply -f - apiVersion: velero.io/v1 kind: Schedule metadata: name: <schedule> namespace: openshift-adp spec: schedule: 0 7 * * * 1 template: hooks: {} includedNamespaces: - <namespace> 2 storageLocation: <velero-sample-1> 3 defaultVolumesToRestic: true 4 ttl: 720h0m0s EOF
Verify that the status of the
Schedule
CR isCompleted
after the scheduled backup runs:$ oc get schedule -n openshift-adp <schedule> -o jsonpath='{.status.phase}'
4.3.2. Restoring applications
You restore application backups by creating a Restore
custom resources (CRs).
You can create restore hooks to run commands in init containers, before the application container starts, or in the application container itself.
4.3.2.1. Creating a Restore CR
You restore a Backup
custom resource (CR) by creating a Restore
CR.
Prerequisites
- You must install the OpenShift API for Data Protection (OADP) Operator.
-
The
DataProtectionApplication
CR must be in aReady
state. -
You must have a Velero
Backup
CR. - Adjust the requested size so the persistent volume (PV) capacity matches the requested size at backup time.
Procedure
Create a
Restore
CR, as in the following example:apiVersion: velero.io/v1 kind: Restore metadata: name: <restore> namespace: openshift-adp spec: backupName: <backup> 1 excludedResources: - nodes - events - events.events.k8s.io - backups.velero.io - restores.velero.io - resticrepositories.velero.io restorePVs: true
- 1
- Name of the
Backup
CR.
Verify that the status of the
Restore
CR isCompleted
:$ oc get restore -n openshift-adp <restore> -o jsonpath='{.status.phase}'
Verify that the backup resources have been restored:
$ oc get all -n <namespace> 1
- 1
- Namespace that you backed up.
4.3.2.2. Creating restore hooks
You create restore hooks to run commands in a container in a pod while restoring your application by editing the Restore
custom resource (CR).
You can create two types of restore hooks:
An
init
hook adds an init container to a pod to perform setup tasks before the application container starts.If you restore a Restic backup, the
restic-wait
init container is added before the restore hook init container.-
An
exec
hook runs commands or scripts in a container of a restored pod.
Procedure
Add a hook to the
spec.hooks
block of theRestore
CR, as in the following example:apiVersion: velero.io/v1 kind: Restore metadata: name: <restore> namespace: openshift-adp spec: hooks: resources: - name: <hook_name> includedNamespaces: - <namespace> 1 excludedNamespaces: - <namespace> includedResources: - pods 2 excludedResources: [] labelSelector: 3 matchLabels: app: velero component: server postHooks: - init: initContainers: - name: restore-hook-init image: alpine:latest volumeMounts: - mountPath: /restores/pvc1-vm name: pvc1-vm command: - /bin/ash - -c - exec: container: <container> 4 command: - /bin/bash 5 - -c - "psql < /backup/backup.sql" waitTimeout: 5m 6 execTimeout: 1m 7 onError: Continue 8
- 1
- Optional: Array of namespaces to which the hook applies. If this value is not specified, the hook applies to all namespaces.
- 2
- Currently, pods are the only supported resource.
- 3
- Optional: This hook only applies to objects matching the label selector.
- 4
- Optional: If the container is not specified, the command runs in the first container in the pod.
- 5
- Array of commands that the hook runs.
- 6
- Optional: If the
waitTimeout
is not specified, the restore waits indefinitely. You can specify how long to wait for a container to start and for preceding hooks in the container to complete. The wait timeout starts when the container is restored and might require time for the container to pull the image and mount the volumes. - 7
- Optional: How long to wait for the commands to run. The default is
30s
. - 8
- Allowed values for error handling are
Fail
andContinue
:-
Continue
: Only command failures are logged. -
Fail
: No more restore hooks run in any container in any pod. The status of theRestore
CR will bePartiallyFailed
.
-
4.4. Troubleshooting
You can debug Velero custom resources (CRs) by using the OpenShift CLI tool or the Velero CLI tool. The Velero CLI tool provides more detailed logs and information.
You can check installation issues, backup and restore CR issues, and Restic issues.
You can collect logs, CR information, and Prometheus metric data by using the must-gather
tool.
You can obtain the Velero CLI tool by:
- Downloading the Velero CLI tool
- Accessing the Velero binary in the Velero deployment in the cluster
4.4.1. Downloading the Velero CLI tool
You can download and install the Velero CLI tool by following the instructions on the Velero documentation page.
The page includes instructions for:
- macOS by using Homebrew
- GitHub
- Windows by using Chocolatey
Prerequisites
- You have access to a Kubernetes cluster, v1.16 or later, with DNS and container networking enabled.
-
You have installed
kubectl
locally.
Procedure
- Open a browser and navigate to "Install the CLI" on the Verleo website.
- Follow the appropriate procedure for macOS, GitHub, or Windows.
Download the Velero version appropriate for your version of OADP, according to the table that follows:
Table 4.2. OADP-Velero version relationship OADP version Velero version 0.2.6
1.6.0
0.5.5
1.7.1
1.0.0
1.7.1
1.0.1
1.7.1
1.0.2
1.7.1
1.0.3
1.7.1
4.4.2. Accessing the Velero binary in the Velero deployment in the cluster
You can use a shell command to access the Velero binary in the Velero deployment in the cluster.
Prerequisites
-
Your
DataProtectionApplication
custom resource has a status ofReconcile complete
.
Procedure
Enter the following command to set the needed alias:
$ alias velero='oc -n openshift-adp exec deployment/velero -c velero -it -- ./velero'
4.4.3. Debugging Velero resources with the OpenShift CLI tool
You can debug a failed backup or restore by checking Velero custom resources (CRs) and the Velero
pod log with the OpenShift CLI tool.
Velero CRs
Use the oc describe
command to retrieve a summary of warnings and errors associated with a Backup
or Restore
CR:
$ oc describe <velero_cr> <cr_name>
Velero pod logs
Use the oc logs
command to retrieve the Velero
pod logs:
$ oc logs pod/<velero>
Velero pod debug logs
You can specify the Velero log level in the DataProtectionApplication
resource as shown in the following example.
This option is available starting from OADP 1.0.3.
apiVersion: oadp.openshift.io/v1alpha1 kind: DataProtectionApplication metadata: name: velero-sample spec: configuration: velero: logLevel: warning
The following logLevel
values are available:
-
trace
-
debug
-
info
-
warning
-
error
-
fatal
-
panic
It is recommended to use debug
for most logs.
4.4.4. Debugging Velero resources with the Velero CLI tool
You can debug Backup
and Restore
custom resources (CRs) and retrieve logs with the Velero CLI tool.
The Velero CLI tool provides more detailed information than the OpenShift CLI tool.
Syntax
Use the oc exec
command to run a Velero CLI command:
$ oc -n openshift-adp exec deployment/velero -c velero -- ./velero \ <backup_restore_cr> <command> <cr_name>
Example
$ oc -n openshift-adp exec deployment/velero -c velero -- ./velero \ backup describe 0e44ae00-5dc3-11eb-9ca8-df7e5254778b-2d8ql
Help option
Use the velero --help
option to list all Velero CLI commands:
$ oc -n openshift-adp exec deployment/velero -c velero -- ./velero \ --help
Describe command
Use the velero describe
command to retrieve a summary of warnings and errors associated with a Backup
or Restore
CR:
$ oc -n openshift-adp exec deployment/velero -c velero -- ./velero \ <backup_restore_cr> describe <cr_name>
Example
$ oc -n openshift-adp exec deployment/velero -c velero -- ./velero \ backup describe 0e44ae00-5dc3-11eb-9ca8-df7e5254778b-2d8ql
Logs command
Use the velero logs
command to retrieve the logs of a Backup
or Restore
CR:
$ oc -n openshift-adp exec deployment/velero -c velero -- ./velero \ <backup_restore_cr> logs <cr_name>
Example
$ oc -n openshift-adp exec deployment/velero -c velero -- ./velero \ restore logs ccc7c2d0-6017-11eb-afab-85d0007f5a19-x4lbf
4.4.5. Installation issues
You might encounter issues caused by using invalid directories or incorrect credentials when you install the Data Protection Application.
4.4.5.1. Backup storage contains invalid directories
The Velero
pod log displays the error message, Backup storage contains invalid top-level directories
.
Cause
The object storage contains top-level directories that are not Velero directories.
Solution
If the object storage is not dedicated to Velero, you must specify a prefix for the bucket by setting the spec.backupLocations.velero.objectStorage.prefix
parameter in the DataProtectionApplication
manifest.
4.4.5.2. Incorrect AWS credentials
The oadp-aws-registry
pod log displays the error message, InvalidAccessKeyId: The AWS Access Key Id you provided does not exist in our records.
The Velero
pod log displays the error message, NoCredentialProviders: no valid providers in chain
.
Cause
The credentials-velero
file used to create the Secret
object is incorrectly formatted.
Solution
Ensure that the credentials-velero
file is correctly formatted, as in the following example:
Example credentials-velero
file
[default] 1 aws_access_key_id=AKIAIOSFODNN7EXAMPLE 2 aws_secret_access_key=wJalrXUtnFEMI/K7MDENG/bPxRfiCYEXAMPLEKEY
4.4.6. Backup and Restore CR issues
You might encounter these common issues with Backup
and Restore
custom resources (CRs).
4.4.6.1. Backup CR cannot retrieve volume
The Backup
CR displays the error message, InvalidVolume.NotFound: The volume ‘vol-xxxx’ does not exist
.
Cause
The persistent volume (PV) and the snapshot locations are in different regions.
Solution
-
Edit the value of the
spec.snapshotLocations.velero.config.region
key in theDataProtectionApplication
manifest so that the snapshot location is in the same region as the PV. -
Create a new
Backup
CR.
4.4.6.2. Backup CR status remains in progress
The status of a Backup
CR remains in the InProgress
phase and does not complete.
Cause
If a backup is interrupted, it cannot be resumed.
Solution
Retrieve the details of the
Backup
CR:$ oc -n {namespace} exec deployment/velero -c velero -- ./velero \ backup describe <backup>
Delete the
Backup
CR:$ oc delete backup <backup> -n openshift-adp
You do not need to clean up the backup location because a
Backup
CR in progress has not uploaded files to object storage.-
Create a new
Backup
CR.
4.4.7. Restic issues
You might encounter these issues when you back up applications with Restic.
4.4.7.1. Restic permission error for NFS data volumes with root_squash enabled
The Restic
pod log displays the error message, controller=pod-volume-backup error="fork/exec/usr/bin/restic: permission denied"
.
Cause
If your NFS data volumes have root_squash
enabled, Restic
maps to nfsnobody
and does not have permission to create backups.
Solution
You can resolve this issue by creating a supplemental group for Restic
and adding the group ID to the DataProtectionApplication
manifest:
-
Create a supplemental group for
Restic
on the NFS data volume. -
Set the
setgid
bit on the NFS directories so that group ownership is inherited. Add the
spec.configuration.restic.supplementalGroups
parameter and the group ID to theDataProtectionApplication
manifest, as in the following example:spec: configuration: restic: enable: true supplementalGroups: - <group_id> 1
- 1
- Specify the supplemental group ID.
-
Wait for the
Restic
pods to restart so that the changes are applied.
4.4.7.2. Restore CR of Restic backup is "PartiallyFailed", "Failed", or remains "InProgress"
The Restore
CR of a Restic backup completes with a PartiallyFailed
or Failed
status or it remains InProgress
and does not complete.
If the status is PartiallyFailed
or Failed
, the Velero
pod log displays the error message, level=error msg="unable to successfully complete restic restores of pod’s volumes"
.
If the status is InProgress
, the Restore
CR logs are unavailable and no errors appear in the Restic
pod logs.
Cause
The DeploymentConfig
object redeploys the Restore
pod, causing the Restore
CR to fail.
Solution
Create a
Restore
CR that excludes theReplicationController
,DeploymentConfig
, andTemplateInstances
resources:$ velero restore create --from-backup=<backup> -n openshift-adp \ 1 --include-namespaces <namespace> \ 2 --exclude-resources replicationcontroller,deploymentconfig,templateinstances.template.openshift.io \ --restore-volumes=true
Verify that the status of the
Restore
CR isCompleted
:$ oc get restore -n openshift-adp <restore> -o jsonpath='{.status.phase}'
Create a
Restore
CR that includes theReplicationController
andDeploymentConfig
resources:$ velero restore create --from-backup=<backup> -n openshift-adp \ --include-namespaces <namespace> \ --include-resources replicationcontroller,deploymentconfig \ --restore-volumes=true
Verify that the status of the
Restore
CR isCompleted
:$ oc get restore -n openshift-adp <restore> -o jsonpath='{.status.phase}'
Verify that the backup resources have been restored:
$ oc get all -n <namespace>
4.4.7.3. Restic Backup CR cannot be recreated after bucket is emptied
If you create a Restic Backup
CR for a namespace, empty the S3 bucket, and then recreate the Backup
CR for the same namespace, the recreated Backup
CR fails.
The velero
pod log displays the error message, msg="Error checking repository for stale locks"
.
Cause
Velero does not create the Restic repository from the ResticRepository
manifest if the Restic directories are deleted on object storage. See (Velero issue 4421) for details.
4.4.8. Using the must-gather tool
You can collect logs, metrics, and information about OADP custom resources by using the must-gather
tool.
The must-gather
data must be attached to all customer cases.
You can run the must-gather
tool with the following data collection options:
-
Full
must-gather
data collection collects Prometheus metrics, pod logs, and Velero CR information for all namespaces where the OADP Operator is installed. -
Essential
must-gather
data collection collects pod logs and Velero CR information for a specific duration of time, for example, one hour or 24 hours. Prometheus metrics and duplicate logs are not included. -
must-gather
data collection with timeout. Data collection can take a long time if there are many failedBackup
CRs. You can improve performance by setting a timeout value. - Prometheus metrics data dump downloads an archive file containing the metrics data collected by Prometheus.
Prerequisites
-
You must be logged in to the OpenShift Container Platform cluster as a user with the
cluster-admin
role. - You must have the OpenShift CLI installed.
Procedure
-
Navigate to the directory where you want to store the
must-gather
data. Run the
oc adm must-gather
command for one of the following data collection options:Full
must-gather
data collection, including Prometheus metrics:$ oc adm must-gather --image=registry.redhat.io/oadp/oadp-mustgather-rhel8:v1.0
The data is saved as
must-gather/must-gather.tar.gz
. You can upload this file to a support case on the Red Hat Customer Portal.Essential
must-gather
data collection, without Prometheus metrics, for a specific time duration:$ oc adm must-gather --image=registry.redhat.io/oadp/oadp-mustgather-rhel8:v1.0 \ -- /usr/bin/gather_<time>_essential 1
- 1
- Specify the time in hours. Allowed values are
1h
,6h
,24h
,72h
, orall
, for example,gather_1h_essential
orgather_all_essential
.
must-gather
data collection with timeout:$ oc adm must-gather --image=registry.redhat.io/oadp/oadp-mustgather-rhel8:v1.0 \ -- /usr/bin/gather_with_timeout <timeout> 1
- 1
- Specify a timeout value in seconds.
Prometheus metrics data dump:
$ oc adm must-gather --image=registry.redhat.io/oadp/oadp-mustgather-rhel8:v1.0 \ -- /usr/bin/gather_metrics_dump
This operation can take a long time. The data is saved as
must-gather/metrics/prom_data.tar.gz
.
Viewing metrics data with the Prometheus console
You can view the metrics data with the Prometheus console.
Procedure
Decompress the
prom_data.tar.gz
file:$ tar -xvzf must-gather/metrics/prom_data.tar.gz
Create a local Prometheus instance:
$ make prometheus-run
The command outputs the Prometheus URL.
Output
Started Prometheus on http://localhost:9090
- Launch a web browser and navigate to the URL to view the data by using the Prometheus web console.
After you have viewed the data, delete the Prometheus instance and data:
$ make prometheus-cleanup
Chapter 5. Control plane backup and restore
5.1. Backing up etcd
etcd is the key-value store for OpenShift Container Platform, which persists the state of all resource objects.
Back up your cluster’s etcd data regularly and store in a secure location ideally outside the OpenShift Container Platform environment. Do not take an etcd backup before the first certificate rotation completes, which occurs 24 hours after installation, otherwise the backup will contain expired certificates. It is also recommended to take etcd backups during non-peak usage hours because the etcd snapshot has a high I/O cost.
Be sure to take an etcd backup after you upgrade your cluster. This is important because when you restore your cluster, you must use an etcd backup that was taken from the same z-stream release. For example, an OpenShift Container Platform 4.6.2 cluster must use an etcd backup that was taken from 4.6.2.
Back up your cluster’s etcd data by performing a single invocation of the backup script on a control plane host (also known as the master host). Do not take a backup for each control plane host.
After you have an etcd backup, you can restore to a previous cluster state.
5.1.1. Backing up etcd data
Follow these steps to back up etcd data by creating an etcd snapshot and backing up the resources for the static pods. This backup can be saved and used at a later time if you need to restore etcd.
Only save a backup from a single control plane host (also known as the master host). Do not take a backup from each control plane host in the cluster.
Prerequisites
-
You have access to the cluster as a user with the
cluster-admin
role. You have checked whether the cluster-wide proxy is enabled.
TipYou can check whether the proxy is enabled by reviewing the output of
oc get proxy cluster -o yaml
. The proxy is enabled if thehttpProxy
,httpsProxy
, andnoProxy
fields have values set.
Procedure
Start a debug session for a control plane node:
$ oc debug node/<node_name>
Change your root directory to the host:
sh-4.2# chroot /host
-
If the cluster-wide proxy is enabled, be sure that you have exported the
NO_PROXY
,HTTP_PROXY
, andHTTPS_PROXY
environment variables. Run the
cluster-backup.sh
script and pass in the location to save the backup to.TipThe
cluster-backup.sh
script is maintained as a component of the etcd Cluster Operator and is a wrapper around theetcdctl snapshot save
command.sh-4.4# /usr/local/bin/cluster-backup.sh /home/core/assets/backup
Example script output
found latest kube-apiserver: /etc/kubernetes/static-pod-resources/kube-apiserver-pod-6 found latest kube-controller-manager: /etc/kubernetes/static-pod-resources/kube-controller-manager-pod-7 found latest kube-scheduler: /etc/kubernetes/static-pod-resources/kube-scheduler-pod-6 found latest etcd: /etc/kubernetes/static-pod-resources/etcd-pod-3 ede95fe6b88b87ba86a03c15e669fb4aa5bf0991c180d3c6895ce72eaade54a1 etcdctl version: 3.4.14 API version: 3.4 {"level":"info","ts":1624647639.0188997,"caller":"snapshot/v3_snapshot.go:119","msg":"created temporary db file","path":"/home/core/assets/backup/snapshot_2021-06-25_190035.db.part"} {"level":"info","ts":"2021-06-25T19:00:39.030Z","caller":"clientv3/maintenance.go:200","msg":"opened snapshot stream; downloading"} {"level":"info","ts":1624647639.0301006,"caller":"snapshot/v3_snapshot.go:127","msg":"fetching snapshot","endpoint":"https://10.0.0.5:2379"} {"level":"info","ts":"2021-06-25T19:00:40.215Z","caller":"clientv3/maintenance.go:208","msg":"completed snapshot read; closing"} {"level":"info","ts":1624647640.6032252,"caller":"snapshot/v3_snapshot.go:142","msg":"fetched snapshot","endpoint":"https://10.0.0.5:2379","size":"114 MB","took":1.584090459} {"level":"info","ts":1624647640.6047094,"caller":"snapshot/v3_snapshot.go:152","msg":"saved","path":"/home/core/assets/backup/snapshot_2021-06-25_190035.db"} Snapshot saved at /home/core/assets/backup/snapshot_2021-06-25_190035.db {"hash":3866667823,"revision":31407,"totalKey":12828,"totalSize":114446336} snapshot db and kube resources are successfully saved to /home/core/assets/backup
In this example, two files are created in the
/home/core/assets/backup/
directory on the control plane host:-
snapshot_<datetimestamp>.db
: This file is the etcd snapshot. Thecluster-backup.sh
script confirms its validity. static_kuberesources_<datetimestamp>.tar.gz
: This file contains the resources for the static pods. If etcd encryption is enabled, it also contains the encryption keys for the etcd snapshot.NoteIf etcd encryption is enabled, it is recommended to store this second file separately from the etcd snapshot for security reasons. However, this file is required in order to restore from the etcd snapshot.
Keep in mind that etcd encryption only encrypts values, not keys. This means that resource types, namespaces, and object names are unencrypted.
-
5.2. Replacing an unhealthy etcd member
This document describes the process to replace a single unhealthy etcd member.
This process depends on whether the etcd member is unhealthy because the machine is not running or the node is not ready, or whether it is unhealthy because the etcd pod is crashlooping.
If you have lost the majority of your control plane hosts, leading to etcd quorum loss, then you must follow the disaster recovery procedure to restore to a previous cluster state instead of this procedure.
If the control plane certificates are not valid on the member being replaced, then you must follow the procedure to recover from expired control plane certificates instead of this procedure.
If a control plane node is lost and a new one is created, the etcd cluster Operator handles generating the new TLS certificates and adding the node as an etcd member.
5.2.1. Prerequisites
- Take an etcd backup prior to replacing an unhealthy etcd member.
5.2.2. Identifying an unhealthy etcd member
You can identify if your cluster has an unhealthy etcd member.
Prerequisites
-
Access to the cluster as a user with the
cluster-admin
role.
Procedure
Check the status of the
EtcdMembersAvailable
status condition using the following command:$ oc get etcd -o=jsonpath='{range .items[0].status.conditions[?(@.type=="EtcdMembersAvailable")]}{.message}{"\n"}'
Review the output:
2 of 3 members are available, ip-10-0-131-183.ec2.internal is unhealthy
This example output shows that the
ip-10-0-131-183.ec2.internal
etcd member is unhealthy.
5.2.3. Determining the state of the unhealthy etcd member
The steps to replace an unhealthy etcd member depend on which of the following states your etcd member is in:
- The machine is not running or the node is not ready
- The etcd pod is crashlooping
This procedure determines which state your etcd member is in. This enables you to know which procedure to follow to replace the unhealthy etcd member.
If you are aware that the machine is not running or the node is not ready, but you expect it to return to a healthy state soon, then you do not need to perform a procedure to replace the etcd member. The etcd cluster Operator will automatically sync when the machine or node returns to a healthy state.
Prerequisites
-
You have access to the cluster as a user with the
cluster-admin
role. - You have identified an unhealthy etcd member.
Procedure
Determine if the machine is not running:
$ oc get machines -A -ojsonpath='{range .items[*]}{@.status.nodeRef.name}{"\t"}{@.status.providerStatus.instanceState}{"\n"}' | grep -v running
Example output
ip-10-0-131-183.ec2.internal stopped 1
- 1
- This output lists the node and the status of the node’s machine. If the status is anything other than
running
, then the machine is not running.
If the machine is not running, then follow the Replacing an unhealthy etcd member whose machine is not running or whose node is not ready procedure.
Determine if the node is not ready.
If either of the following scenarios are true, then the node is not ready.
If the machine is running, then check whether the node is unreachable:
$ oc get nodes -o jsonpath='{range .items[*]}{"\n"}{.metadata.name}{"\t"}{range .spec.taints[*]}{.key}{" "}' | grep unreachable
Example output
ip-10-0-131-183.ec2.internal node-role.kubernetes.io/master node.kubernetes.io/unreachable node.kubernetes.io/unreachable 1
- 1
- If the node is listed with an
unreachable
taint, then the node is not ready.
If the node is still reachable, then check whether the node is listed as
NotReady
:$ oc get nodes -l node-role.kubernetes.io/master | grep "NotReady"
Example output
ip-10-0-131-183.ec2.internal NotReady master 122m v1.19.0 1
- 1
- If the node is listed as
NotReady
, then the node is not ready.
If the node is not ready, then follow the Replacing an unhealthy etcd member whose machine is not running or whose node is not ready procedure.
Determine if the etcd pod is crashlooping.
If the machine is running and the node is ready, then check whether the etcd pod is crashlooping.
Verify that all control plane nodes (also known as the master nodes) are listed as
Ready
:$ oc get nodes -l node-role.kubernetes.io/master
Example output
NAME STATUS ROLES AGE VERSION ip-10-0-131-183.ec2.internal Ready master 6h13m v1.19.0 ip-10-0-164-97.ec2.internal Ready master 6h13m v1.19.0 ip-10-0-154-204.ec2.internal Ready master 6h13m v1.19.0
Check whether the status of an etcd pod is either
Error
orCrashloopBackoff
:$ oc get pods -n openshift-etcd | grep -v etcd-quorum-guard | grep etcd
Example output
etcd-ip-10-0-131-183.ec2.internal 2/3 Error 7 6h9m 1 etcd-ip-10-0-164-97.ec2.internal 3/3 Running 0 6h6m etcd-ip-10-0-154-204.ec2.internal 3/3 Running 0 6h6m
- 1
- Since this status of this pod is
Error
, then the etcd pod is crashlooping.
If the etcd pod is crashlooping, then follow the Replacing an unhealthy etcd member whose etcd pod is crashlooping procedure.
5.2.4. Replacing the unhealthy etcd member
Depending on the state of your unhealthy etcd member, use one of the following procedures:
5.2.4.1. Replacing an unhealthy etcd member whose machine is not running or whose node is not ready
This procedure details the steps to replace an etcd member that is unhealthy either because the machine is not running or because the node is not ready.
Prerequisites
- You have identified the unhealthy etcd member.
- You have verified that either the machine is not running or the node is not ready.
-
You have access to the cluster as a user with the
cluster-admin
role. You have taken an etcd backup.
ImportantIt is important to take an etcd backup before performing this procedure so that your cluster can be restored if you encounter any issues.
Procedure
Remove the unhealthy member.
Choose a pod that is not on the affected node:
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc get pods -n openshift-etcd | grep -v etcd-quorum-guard | grep etcd
Example output
etcd-ip-10-0-131-183.ec2.internal 3/3 Running 0 123m etcd-ip-10-0-164-97.ec2.internal 3/3 Running 0 123m etcd-ip-10-0-154-204.ec2.internal 3/3 Running 0 124m
Connect to the running etcd container, passing in the name of a pod that is not on the affected node:
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc rsh -n openshift-etcd etcd-ip-10-0-154-204.ec2.internal
View the member list:
sh-4.2# etcdctl member list -w table
Example output
+------------------+---------+------------------------------+---------------------------+---------------------------+ | ID | STATUS | NAME | PEER ADDRS | CLIENT ADDRS | +------------------+---------+------------------------------+---------------------------+---------------------------+ | 6fc1e7c9db35841d | started | ip-10-0-131-183.ec2.internal | https://10.0.131.183:2380 | https://10.0.131.183:2379 | | 757b6793e2408b6c | started | ip-10-0-164-97.ec2.internal | https://10.0.164.97:2380 | https://10.0.164.97:2379 | | ca8c2990a0aa29d1 | started | ip-10-0-154-204.ec2.internal | https://10.0.154.204:2380 | https://10.0.154.204:2379 | +------------------+---------+------------------------------+---------------------------+---------------------------+
Take note of the ID and the name of the unhealthy etcd member, because these values are needed later in the procedure. The
$ etcdctl endpoint health
command will list the removed member until the procedure of replacement is finished and a new member is added.Remove the unhealthy etcd member by providing the ID to the
etcdctl member remove
command:sh-4.2# etcdctl member remove 6fc1e7c9db35841d
Example output
Member 6fc1e7c9db35841d removed from cluster ead669ce1fbfb346
View the member list again and verify that the member was removed:
sh-4.2# etcdctl member list -w table
Example output
+------------------+---------+------------------------------+---------------------------+---------------------------+ | ID | STATUS | NAME | PEER ADDRS | CLIENT ADDRS | +------------------+---------+------------------------------+---------------------------+---------------------------+ | 757b6793e2408b6c | started | ip-10-0-164-97.ec2.internal | https://10.0.164.97:2380 | https://10.0.164.97:2379 | | ca8c2990a0aa29d1 | started | ip-10-0-154-204.ec2.internal | https://10.0.154.204:2380 | https://10.0.154.204:2379 | +------------------+---------+------------------------------+---------------------------+---------------------------+
You can now exit the node shell.
ImportantAfter you remove the member, the cluster might be unreachable for a short time while the remaining etcd instances reboot.
Remove the old secrets for the unhealthy etcd member that was removed.
List the secrets for the unhealthy etcd member that was removed.
$ oc get secrets -n openshift-etcd | grep ip-10-0-131-183.ec2.internal 1
- 1
- Pass in the name of the unhealthy etcd member that you took note of earlier in this procedure.
There is a peer, serving, and metrics secret as shown in the following output:
Example output
etcd-peer-ip-10-0-131-183.ec2.internal kubernetes.io/tls 2 47m etcd-serving-ip-10-0-131-183.ec2.internal kubernetes.io/tls 2 47m etcd-serving-metrics-ip-10-0-131-183.ec2.internal kubernetes.io/tls 2 47m
Delete the secrets for the unhealthy etcd member that was removed.
Delete the peer secret:
$ oc delete secret -n openshift-etcd etcd-peer-ip-10-0-131-183.ec2.internal
Delete the serving secret:
$ oc delete secret -n openshift-etcd etcd-serving-ip-10-0-131-183.ec2.internal
Delete the metrics secret:
$ oc delete secret -n openshift-etcd etcd-serving-metrics-ip-10-0-131-183.ec2.internal
Delete and recreate the control plane machine (also known as the master machine). After this machine is recreated, a new revision is forced and etcd scales up automatically.
If you are running installer-provisioned infrastructure, or you used the Machine API to create your machines, follow these steps. Otherwise, you must create the new master using the same method that was used to originally create it.
Obtain the machine for the unhealthy member.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc get machines -n openshift-machine-api -o wide
Example output
NAME PHASE TYPE REGION ZONE AGE NODE PROVIDERID STATE clustername-8qw5l-master-0 Running m4.xlarge us-east-1 us-east-1a 3h37m ip-10-0-131-183.ec2.internal aws:///us-east-1a/i-0ec2782f8287dfb7e stopped 1 clustername-8qw5l-master-1 Running m4.xlarge us-east-1 us-east-1b 3h37m ip-10-0-154-204.ec2.internal aws:///us-east-1b/i-096c349b700a19631 running clustername-8qw5l-master-2 Running m4.xlarge us-east-1 us-east-1c 3h37m ip-10-0-164-97.ec2.internal aws:///us-east-1c/i-02626f1dba9ed5bba running clustername-8qw5l-worker-us-east-1a-wbtgd Running m4.large us-east-1 us-east-1a 3h28m ip-10-0-129-226.ec2.internal aws:///us-east-1a/i-010ef6279b4662ced running clustername-8qw5l-worker-us-east-1b-lrdxb Running m4.large us-east-1 us-east-1b 3h28m ip-10-0-144-248.ec2.internal aws:///us-east-1b/i-0cb45ac45a166173b running clustername-8qw5l-worker-us-east-1c-pkg26 Running m4.large us-east-1 us-east-1c 3h28m ip-10-0-170-181.ec2.internal aws:///us-east-1c/i-06861c00007751b0a running
- 1
- This is the control plane machine for the unhealthy node,
ip-10-0-131-183.ec2.internal
.
Save the machine configuration to a file on your file system:
$ oc get machine clustername-8qw5l-master-0 \ 1 -n openshift-machine-api \ -o yaml \ > new-master-machine.yaml
- 1
- Specify the name of the control plane machine for the unhealthy node.
Edit the
new-master-machine.yaml
file that was created in the previous step to assign a new name and remove unnecessary fields.Remove the entire
status
section:status: addresses: - address: 10.0.131.183 type: InternalIP - address: ip-10-0-131-183.ec2.internal type: InternalDNS - address: ip-10-0-131-183.ec2.internal type: Hostname lastUpdated: "2020-04-20T17:44:29Z" nodeRef: kind: Node name: ip-10-0-131-183.ec2.internal uid: acca4411-af0d-4387-b73e-52b2484295ad phase: Running providerStatus: apiVersion: awsproviderconfig.openshift.io/v1beta1 conditions: - lastProbeTime: "2020-04-20T16:53:50Z" lastTransitionTime: "2020-04-20T16:53:50Z" message: machine successfully created reason: MachineCreationSucceeded status: "True" type: MachineCreation instanceId: i-0fdb85790d76d0c3f instanceState: stopped kind: AWSMachineProviderStatus
Change the
metadata.name
field to a new name.It is recommended to keep the same base name as the old machine and change the ending number to the next available number. In this example,
clustername-8qw5l-master-0
is changed toclustername-8qw5l-master-3
.For example:
apiVersion: machine.openshift.io/v1beta1 kind: Machine metadata: ... name: clustername-8qw5l-master-3 ...
Update the
metadata.selfLink
field to use the new machine name from the previous step.apiVersion: machine.openshift.io/v1beta1 kind: Machine metadata: ... selfLink: /apis/machine.openshift.io/v1beta1/namespaces/openshift-machine-api/machines/clustername-8qw5l-master-3 ...
Remove the
spec.providerID
field:providerID: aws:///us-east-1a/i-0fdb85790d76d0c3f
Remove the
metadata.annotations
andmetadata.generation
fields:annotations: machine.openshift.io/instance-state: running ... generation: 2
Remove the
metadata.resourceVersion
andmetadata.uid
fields:resourceVersion: "13291" uid: a282eb70-40a2-4e89-8009-d05dd420d31a
Delete the machine of the unhealthy member:
$ oc delete machine -n openshift-machine-api clustername-8qw5l-master-0 1
- 1
- Specify the name of the control plane machine for the unhealthy node.
Verify that the machine was deleted:
$ oc get machines -n openshift-machine-api -o wide
Example output
NAME PHASE TYPE REGION ZONE AGE NODE PROVIDERID STATE clustername-8qw5l-master-1 Running m4.xlarge us-east-1 us-east-1b 3h37m ip-10-0-154-204.ec2.internal aws:///us-east-1b/i-096c349b700a19631 running clustername-8qw5l-master-2 Running m4.xlarge us-east-1 us-east-1c 3h37m ip-10-0-164-97.ec2.internal aws:///us-east-1c/i-02626f1dba9ed5bba running clustername-8qw5l-worker-us-east-1a-wbtgd Running m4.large us-east-1 us-east-1a 3h28m ip-10-0-129-226.ec2.internal aws:///us-east-1a/i-010ef6279b4662ced running clustername-8qw5l-worker-us-east-1b-lrdxb Running m4.large us-east-1 us-east-1b 3h28m ip-10-0-144-248.ec2.internal aws:///us-east-1b/i-0cb45ac45a166173b running clustername-8qw5l-worker-us-east-1c-pkg26 Running m4.large us-east-1 us-east-1c 3h28m ip-10-0-170-181.ec2.internal aws:///us-east-1c/i-06861c00007751b0a running
Create the new machine using the
new-master-machine.yaml
file:$ oc apply -f new-master-machine.yaml
Verify that the new machine has been created:
$ oc get machines -n openshift-machine-api -o wide
Example output
NAME PHASE TYPE REGION ZONE AGE NODE PROVIDERID STATE clustername-8qw5l-master-1 Running m4.xlarge us-east-1 us-east-1b 3h37m ip-10-0-154-204.ec2.internal aws:///us-east-1b/i-096c349b700a19631 running clustername-8qw5l-master-2 Running m4.xlarge us-east-1 us-east-1c 3h37m ip-10-0-164-97.ec2.internal aws:///us-east-1c/i-02626f1dba9ed5bba running clustername-8qw5l-master-3 Provisioning m4.xlarge us-east-1 us-east-1a 85s ip-10-0-133-53.ec2.internal aws:///us-east-1a/i-015b0888fe17bc2c8 running 1 clustername-8qw5l-worker-us-east-1a-wbtgd Running m4.large us-east-1 us-east-1a 3h28m ip-10-0-129-226.ec2.internal aws:///us-east-1a/i-010ef6279b4662ced running clustername-8qw5l-worker-us-east-1b-lrdxb Running m4.large us-east-1 us-east-1b 3h28m ip-10-0-144-248.ec2.internal aws:///us-east-1b/i-0cb45ac45a166173b running clustername-8qw5l-worker-us-east-1c-pkg26 Running m4.large us-east-1 us-east-1c 3h28m ip-10-0-170-181.ec2.internal aws:///us-east-1c/i-06861c00007751b0a running
- 1
- The new machine,
clustername-8qw5l-master-3
is being created and is ready once the phase changes fromProvisioning
toRunning
.
It might take a few minutes for the new machine to be created. The etcd cluster Operator will automatically sync when the machine or node returns to a healthy state.
Verification
Verify that all etcd pods are running properly.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc get pods -n openshift-etcd | grep -v etcd-quorum-guard | grep etcd
Example output
etcd-ip-10-0-133-53.ec2.internal 3/3 Running 0 7m49s etcd-ip-10-0-164-97.ec2.internal 3/3 Running 0 123m etcd-ip-10-0-154-204.ec2.internal 3/3 Running 0 124m
If the output from the previous command only lists two pods, you can manually force an etcd redeployment. In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc patch etcd cluster -p='{"spec": {"forceRedeploymentReason": "recovery-'"$( date --rfc-3339=ns )"'"}}' --type=merge 1
- 1
- The
forceRedeploymentReason
value must be unique, which is why a timestamp is appended.
Verify that there are exactly three etcd members.
Connect to the running etcd container, passing in the name of a pod that was not on the affected node:
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc rsh -n openshift-etcd etcd-ip-10-0-154-204.ec2.internal
View the member list:
sh-4.2# etcdctl member list -w table
Example output
+------------------+---------+------------------------------+---------------------------+---------------------------+ | ID | STATUS | NAME | PEER ADDRS | CLIENT ADDRS | +------------------+---------+------------------------------+---------------------------+---------------------------+ | 5eb0d6b8ca24730c | started | ip-10-0-133-53.ec2.internal | https://10.0.133.53:2380 | https://10.0.133.53:2379 | | 757b6793e2408b6c | started | ip-10-0-164-97.ec2.internal | https://10.0.164.97:2380 | https://10.0.164.97:2379 | | ca8c2990a0aa29d1 | started | ip-10-0-154-204.ec2.internal | https://10.0.154.204:2380 | https://10.0.154.204:2379 | +------------------+---------+------------------------------+---------------------------+---------------------------+
If the output from the previous command lists more than three etcd members, you must carefully remove the unwanted member.
WarningBe sure to remove the correct etcd member; removing a good etcd member might lead to quorum loss.
5.2.4.2. Replacing an unhealthy etcd member whose etcd pod is crashlooping
This procedure details the steps to replace an etcd member that is unhealthy because the etcd pod is crashlooping.
Prerequisites
- You have identified the unhealthy etcd member.
- You have verified that the etcd pod is crashlooping.
-
You have access to the cluster as a user with the
cluster-admin
role. You have taken an etcd backup.
ImportantIt is important to take an etcd backup before performing this procedure so that your cluster can be restored if you encounter any issues.
Procedure
Stop the crashlooping etcd pod.
Debug the node that is crashlooping.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc debug node/ip-10-0-131-183.ec2.internal 1
- 1
- Replace this with the name of the unhealthy node.
Change your root directory to the host:
sh-4.2# chroot /host
Move the existing etcd pod file out of the kubelet manifest directory:
sh-4.2# mkdir /var/lib/etcd-backup
sh-4.2# mv /etc/kubernetes/manifests/etcd-pod.yaml /var/lib/etcd-backup/
Move the etcd data directory to a different location:
sh-4.2# mv /var/lib/etcd/ /tmp
You can now exit the node shell.
Remove the unhealthy member.
Choose a pod that is not on the affected node.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc get pods -n openshift-etcd | grep -v etcd-quorum-guard | grep etcd
Example output
etcd-ip-10-0-131-183.ec2.internal 2/3 Error 7 6h9m etcd-ip-10-0-164-97.ec2.internal 3/3 Running 0 6h6m etcd-ip-10-0-154-204.ec2.internal 3/3 Running 0 6h6m
Connect to the running etcd container, passing in the name of a pod that is not on the affected node.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc rsh -n openshift-etcd etcd-ip-10-0-154-204.ec2.internal
View the member list:
sh-4.2# etcdctl member list -w table
Example output
+------------------+---------+------------------------------+---------------------------+---------------------------+ | ID | STATUS | NAME | PEER ADDRS | CLIENT ADDRS | +------------------+---------+------------------------------+---------------------------+---------------------------+ | 62bcf33650a7170a | started | ip-10-0-131-183.ec2.internal | https://10.0.131.183:2380 | https://10.0.131.183:2379 | | b78e2856655bc2eb | started | ip-10-0-164-97.ec2.internal | https://10.0.164.97:2380 | https://10.0.164.97:2379 | | d022e10b498760d5 | started | ip-10-0-154-204.ec2.internal | https://10.0.154.204:2380 | https://10.0.154.204:2379 | +------------------+---------+------------------------------+---------------------------+---------------------------+
Take note of the ID and the name of the unhealthy etcd member, because these values are needed later in the procedure.
Remove the unhealthy etcd member by providing the ID to the
etcdctl member remove
command:sh-4.2# etcdctl member remove 62bcf33650a7170a
Example output
Member 62bcf33650a7170a removed from cluster ead669ce1fbfb346
View the member list again and verify that the member was removed:
sh-4.2# etcdctl member list -w table
Example output
+------------------+---------+------------------------------+---------------------------+---------------------------+ | ID | STATUS | NAME | PEER ADDRS | CLIENT ADDRS | +------------------+---------+------------------------------+---------------------------+---------------------------+ | b78e2856655bc2eb | started | ip-10-0-164-97.ec2.internal | https://10.0.164.97:2380 | https://10.0.164.97:2379 | | d022e10b498760d5 | started | ip-10-0-154-204.ec2.internal | https://10.0.154.204:2380 | https://10.0.154.204:2379 | +------------------+---------+------------------------------+---------------------------+---------------------------+
You can now exit the node shell.
Remove the old secrets for the unhealthy etcd member that was removed.
List the secrets for the unhealthy etcd member that was removed.
$ oc get secrets -n openshift-etcd | grep ip-10-0-131-183.ec2.internal 1
- 1
- Pass in the name of the unhealthy etcd member that you took note of earlier in this procedure.
There is a peer, serving, and metrics secret as shown in the following output:
Example output
etcd-peer-ip-10-0-131-183.ec2.internal kubernetes.io/tls 2 47m etcd-serving-ip-10-0-131-183.ec2.internal kubernetes.io/tls 2 47m etcd-serving-metrics-ip-10-0-131-183.ec2.internal kubernetes.io/tls 2 47m
Delete the secrets for the unhealthy etcd member that was removed.
Delete the peer secret:
$ oc delete secret -n openshift-etcd etcd-peer-ip-10-0-131-183.ec2.internal
Delete the serving secret:
$ oc delete secret -n openshift-etcd etcd-serving-ip-10-0-131-183.ec2.internal
Delete the metrics secret:
$ oc delete secret -n openshift-etcd etcd-serving-metrics-ip-10-0-131-183.ec2.internal
Force etcd redeployment.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc patch etcd cluster -p='{"spec": {"forceRedeploymentReason": "single-master-recovery-'"$( date --rfc-3339=ns )"'"}}' --type=merge 1
- 1
- The
forceRedeploymentReason
value must be unique, which is why a timestamp is appended.
When the etcd cluster Operator performs a redeployment, it ensures that all control plane nodes (also known as the master nodes) have a functioning etcd pod.
Verification
Verify that the new member is available and healthy.
Connect to the running etcd container again.
In a terminal that has access to the cluster as a cluster-admin user, run the following command:
$ oc rsh -n openshift-etcd etcd-ip-10-0-154-204.ec2.internal
Verify that all members are healthy:
sh-4.2# etcdctl endpoint health --cluster
Example output
https://10.0.131.183:2379 is healthy: successfully committed proposal: took = 16.671434ms https://10.0.154.204:2379 is healthy: successfully committed proposal: took = 16.698331ms https://10.0.164.97:2379 is healthy: successfully committed proposal: took = 16.621645ms
5.3. Disaster recovery
5.3.1. About disaster recovery
The disaster recovery documentation provides information for administrators on how to recover from several disaster situations that might occur with their OpenShift Container Platform cluster. As an administrator, you might need to follow one or more of the following procedures in order to return your cluster to a working state.
Disaster recovery requires you to have at least one healthy control plane host (also known as the master host).
- Restoring to a previous cluster state
This solution handles situations where you want to restore your cluster to a previous state, for example, if an administrator deletes something critical. This also includes situations where you have lost the majority of your control plane hosts, leading to etcd quorum loss and the cluster going offline. As long as you have taken an etcd backup, you can follow this procedure to restore your cluster to a previous state.
If applicable, you might also need to recover from expired control plane certificates.
WarningRestoring to a previous cluster state is a destructive and destablizing action to take on a running cluster. This procedure should only be used as a last resort.
Prior to performing a restore, see About restoring cluster state for more information on the impact to the cluster.
NoteIf you have a majority of your masters still available and have an etcd quorum, then follow the procedure to replace a single unhealthy etcd member.
- Recovering from expired control plane certificates
- This solution handles situations where your control plane certificates have expired. For example, if you shut down your cluster before the first certificate rotation, which occurs 24 hours after installation, your certificates will not be rotated and will expire. You can follow this procedure to recover from expired control plane certificates.
5.3.2. Restoring to a previous cluster state
To restore the cluster to a previous state, you must have previously backed up etcd data by creating a snapshot. You will use this snapshot to restore the cluster state.
5.3.2.1. About restoring cluster state
You can use an etcd backup to restore your cluster to a previous state. This can be used to recover from the following situations:
- The cluster has lost the majority of control plane hosts (quorum loss).
- An administrator has deleted something critical and must restore to recover the cluster.
Restoring to a previous cluster state is a destructive and destablizing action to take on a running cluster. This should only be used as a last resort.
If you are able to retrieve data using the Kubernetes API server, then etcd is available and you should not restore using an etcd backup.
Restoring etcd effectively takes a cluster back in time and all clients will experience a conflicting, parallel history. This can impact the behavior of watching components like kubelets, Kubernetes controller managers, SDN controllers, and persistent volume controllers.
It can cause Operator churn when the content in etcd does not match the actual content on disk, causing Operators for the Kubernetes API server, Kubernetes controller manager, Kubernetes scheduler, and etcd to get stuck when files on disk conflict with content in etcd. This can require manual actions to resolve the issues.
In extreme cases, the cluster can lose track of persistent volumes, delete critical workloads that no longer exist, reimage machines, and rewrite CA bundles with expired certificates.
5.3.2.2. Restoring to a previous cluster state
You can use a saved etcd backup to restore a previous cluster state or restore a cluster that has lost the majority of control plane hosts (also known as the master hosts).
When you restore your cluster, you must use an etcd backup that was taken from the same z-stream release. For example, an OpenShift Container Platform 4.6.2 cluster must use an etcd backup that was taken from 4.6.2.
Prerequisites
-
Access to the cluster as a user with the
cluster-admin
role. - A healthy control plane host to use as the recovery host.
- SSH access to control plane hosts.
-
A backup directory containing both the etcd snapshot and the resources for the static pods, which were from the same backup. The file names in the directory must be in the following formats:
snapshot_<datetimestamp>.db
andstatic_kuberesources_<datetimestamp>.tar.gz
.
For non-recovery control plane nodes, it is not required to establish SSH connectivity or to stop the static pods. You can delete and recreate other non-recovery, control plane machines, one by one.
Procedure
- Select a control plane host to use as the recovery host. This is the host that you will run the restore operation on.
Establish SSH connectivity to each of the control plane nodes, including the recovery host.
The Kubernetes API server becomes inaccessible after the restore process starts, so you cannot access the control plane nodes. For this reason, it is recommended to establish SSH connectivity to each control plane host in a separate terminal.
ImportantIf you do not complete this step, you will not be able to access the control plane hosts to complete the restore procedure, and you will be unable to recover your cluster from this state.
Copy the etcd backup directory to the recovery control plane host.
This procedure assumes that you copied the
backup
directory containing the etcd snapshot and the resources for the static pods to the/home/core/
directory of your recovery control plane host.Stop the static pods on any other control plane nodes.
NoteIt is not required to manually stop the pods on the recovery host. The recovery script will stop the pods on the recovery host.
- Access a control plane host that is not the recovery host.
Move the existing etcd pod file out of the kubelet manifest directory:
$ sudo mv /etc/kubernetes/manifests/etcd-pod.yaml /tmp
Verify that the etcd pods are stopped.
$ sudo crictl ps | grep etcd | grep -v operator
The output of this command should be empty. If it is not empty, wait a few minutes and check again.
Move the existing Kubernetes API server pod file out of the kubelet manifest directory:
$ sudo mv /etc/kubernetes/manifests/kube-apiserver-pod.yaml /tmp
Verify that the Kubernetes API server pods are stopped.
$ sudo crictl ps | grep kube-apiserver | grep -v operator
The output of this command should be empty. If it is not empty, wait a few minutes and check again.
Move the etcd data directory to a different location:
$ sudo mv /var/lib/etcd/ /tmp
- Repeat this step on each of the other control plane hosts that is not the recovery host.
- Access the recovery control plane host.
If the cluster-wide proxy is enabled, be sure that you have exported the
NO_PROXY
,HTTP_PROXY
, andHTTPS_PROXY
environment variables.TipYou can check whether the proxy is enabled by reviewing the output of
oc get proxy cluster -o yaml
. The proxy is enabled if thehttpProxy
,httpsProxy
, andnoProxy
fields have values set.Run the restore script on the recovery control plane host and pass in the path to the etcd backup directory:
$ sudo -E /usr/local/bin/cluster-restore.sh /home/core/backup
Example script output
...stopping kube-scheduler-pod.yaml ...stopping kube-controller-manager-pod.yaml ...stopping etcd-pod.yaml ...stopping kube-apiserver-pod.yaml Waiting for container etcd to stop .complete Waiting for container etcdctl to stop .............................complete Waiting for container etcd-metrics to stop complete Waiting for container kube-controller-manager to stop complete Waiting for container kube-apiserver to stop ..........................................................................................complete Waiting for container kube-scheduler to stop complete Moving etcd data-dir /var/lib/etcd/member to /var/lib/etcd-backup starting restore-etcd static pod starting kube-apiserver-pod.yaml static-pod-resources/kube-apiserver-pod-7/kube-apiserver-pod.yaml starting kube-controller-manager-pod.yaml static-pod-resources/kube-controller-manager-pod-7/kube-controller-manager-pod.yaml starting kube-scheduler-pod.yaml static-pod-resources/kube-scheduler-pod-8/kube-scheduler-pod.yaml
NoteThe restore process can cause nodes to enter the
NotReady
state if the node certificates were updated after the last etcd backup.Check the nodes to ensure they are in the
Ready
state.Run the following command:
$ oc get nodes -w
Sample output
NAME STATUS ROLES AGE VERSION host-172-25-75-28 Ready master 3d20h v1.23.3+e419edf host-172-25-75-38 Ready infra,worker 3d20h v1.23.3+e419edf host-172-25-75-40 Ready master 3d20h v1.23.3+e419edf host-172-25-75-65 Ready master 3d20h v1.23.3+e419edf host-172-25-75-74 Ready infra,worker 3d20h v1.23.3+e419edf host-172-25-75-79 Ready worker 3d20h v1.23.3+e419edf host-172-25-75-86 Ready worker 3d20h v1.23.3+e419edf host-172-25-75-98 Ready infra,worker 3d20h v1.23.3+e419edf
It can take several minutes for all nodes to report their state.
If any nodes are in the
NotReady
state, log in to the nodes and remove all of the PEM files from the/var/lib/kubelet/pki
directory on each node. You can SSH into the nodes or use the terminal window in the web console.$ ssh -i <ssh-key-path> core@<master-hostname>
Sample
pki
directorysh-4.4# pwd /var/lib/kubelet/pki sh-4.4# ls kubelet-client-2022-04-28-11-24-09.pem kubelet-server-2022-04-28-11-24-15.pem kubelet-client-current.pem kubelet-server-current.pem
Restart the kubelet service on all control plane hosts.
From the recovery host, run the following command:
$ sudo systemctl restart kubelet.service
- Repeat this step on all other control plane hosts.
Approve the pending CSRs:
Get the list of current CSRs:
$ oc get csr
Example output
NAME AGE SIGNERNAME REQUESTOR CONDITION csr-2s94x 8m3s kubernetes.io/kubelet-serving system:node:<node_name> Pending 1 csr-4bd6t 8m3s kubernetes.io/kubelet-serving system:node:<node_name> Pending 2 csr-4hl85 13m kubernetes.io/kube-apiserver-client-kubelet system:serviceaccount:openshift-machine-config-operator:node-bootstrapper Pending 3 csr-zhhhp 3m8s kubernetes.io/kube-apiserver-client-kubelet system:serviceaccount:openshift-machine-config-operator:node-bootstrapper Pending 4 ...
Review the details of a CSR to verify that it is valid:
$ oc describe csr <csr_name> 1
- 1
<csr_name>
is the name of a CSR from the list of current CSRs.
Approve each valid
node-bootstrapper
CSR:$ oc adm certificate approve <csr_name>
For user-provisioned installations, approve each valid kubelet service CSR:
$ oc adm certificate approve <csr_name>
Verify that the single member control plane has started successfully.
From the recovery host, verify that the etcd container is running.
$ sudo crictl ps | grep etcd | grep -v operator
Example output
3ad41b7908e32 36f86e2eeaaffe662df0d21041eb22b8198e0e58abeeae8c743c3e6e977e8009 About a minute ago Running etcd 0 7c05f8af362f0
From the recovery host, verify that the etcd pod is running.
$ oc get pods -n openshift-etcd | grep -v etcd-quorum-guard | grep etcd
NoteIf you attempt to run
oc login
prior to running this command and receive the following error, wait a few moments for the authentication controllers to start and try again.Unable to connect to the server: EOF
Example output
NAME READY STATUS RESTARTS AGE etcd-ip-10-0-143-125.ec2.internal 1/1 Running 1 2m47s
If the status is
Pending
, or the output lists more than one running etcd pod, wait a few minutes and check again.
Force etcd redeployment.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc patch etcd cluster -p='{"spec": {"forceRedeploymentReason": "recovery-'"$( date --rfc-3339=ns )"'"}}' --type=merge 1
- 1
- The
forceRedeploymentReason
value must be unique, which is why a timestamp is appended.
When the etcd cluster Operator performs a redeployment, the existing nodes are started with new pods similar to the initial bootstrap scale up.
Verify all nodes are updated to the latest revision.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc get etcd -o=jsonpath='{range .items[0].status.conditions[?(@.type=="NodeInstallerProgressing")]}{.reason}{"\n"}{.message}{"\n"}'
Review the
NodeInstallerProgressing
status condition for etcd to verify that all nodes are at the latest revision. The output showsAllNodesAtLatestRevision
upon successful update:AllNodesAtLatestRevision 3 nodes are at revision 7 1
- 1
- In this example, the latest revision number is
7
.
If the output includes multiple revision numbers, such as
2 nodes are at revision 6; 1 nodes are at revision 7
, this means that the update is still in progress. Wait a few minutes and try again.After etcd is redeployed, force new rollouts for the control plane. The Kubernetes API server will reinstall itself on the other nodes because the kubelet is connected to API servers using an internal load balancer.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following commands.Force a new rollout for the Kubernetes API server:
$ oc patch kubeapiserver cluster -p='{"spec": {"forceRedeploymentReason": "recovery-'"$( date --rfc-3339=ns )"'"}}' --type=merge
Verify all nodes are updated to the latest revision.
$ oc get kubeapiserver -o=jsonpath='{range .items[0].status.conditions[?(@.type=="NodeInstallerProgressing")]}{.reason}{"\n"}{.message}{"\n"}'
Review the
NodeInstallerProgressing
status condition to verify that all nodes are at the latest revision. The output showsAllNodesAtLatestRevision
upon successful update:AllNodesAtLatestRevision 3 nodes are at revision 7 1
- 1
- In this example, the latest revision number is
7
.
If the output includes multiple revision numbers, such as
2 nodes are at revision 6; 1 nodes are at revision 7
, this means that the update is still in progress. Wait a few minutes and try again.Force a new rollout for the Kubernetes controller manager:
$ oc patch kubecontrollermanager cluster -p='{"spec": {"forceRedeploymentReason": "recovery-'"$( date --rfc-3339=ns )"'"}}' --type=merge
Verify all nodes are updated to the latest revision.
$ oc get kubecontrollermanager -o=jsonpath='{range .items[0].status.conditions[?(@.type=="NodeInstallerProgressing")]}{.reason}{"\n"}{.message}{"\n"}'
Review the
NodeInstallerProgressing
status condition to verify that all nodes are at the latest revision. The output showsAllNodesAtLatestRevision
upon successful update:AllNodesAtLatestRevision 3 nodes are at revision 7 1
- 1
- In this example, the latest revision number is
7
.
If the output includes multiple revision numbers, such as
2 nodes are at revision 6; 1 nodes are at revision 7
, this means that the update is still in progress. Wait a few minutes and try again.Force a new rollout for the Kubernetes scheduler:
$ oc patch kubescheduler cluster -p='{"spec": {"forceRedeploymentReason": "recovery-'"$( date --rfc-3339=ns )"'"}}' --type=merge
Verify all nodes are updated to the latest revision.
$ oc get kubescheduler -o=jsonpath='{range .items[0].status.conditions[?(@.type=="NodeInstallerProgressing")]}{.reason}{"\n"}{.message}{"\n"}'
Review the
NodeInstallerProgressing
status condition to verify that all nodes are at the latest revision. The output showsAllNodesAtLatestRevision
upon successful update:AllNodesAtLatestRevision 3 nodes are at revision 7 1
- 1
- In this example, the latest revision number is
7
.
If the output includes multiple revision numbers, such as
2 nodes are at revision 6; 1 nodes are at revision 7
, this means that the update is still in progress. Wait a few minutes and try again.
Verify that all control plane hosts have started and joined the cluster.
In a terminal that has access to the cluster as a
cluster-admin
user, run the following command:$ oc get pods -n openshift-etcd | grep -v etcd-quorum-guard | grep etcd
Example output
etcd-ip-10-0-143-125.ec2.internal 2/2 Running 0 9h etcd-ip-10-0-154-194.ec2.internal 2/2 Running 0 9h etcd-ip-10-0-173-171.ec2.internal 2/2 Running 0 9h
To ensure that all workloads return to normal operation following a recovery procedure, restart each pod that stores Kubernetes API information. This includes OpenShift Container Platform components such as routers, Operators, and third-party components.
Note that it might take several minutes after completing this procedure for all services to be restored. For example, authentication by using oc login
might not immediately work until the OAuth server pods are restarted.
5.3.2.3. Issues and workarounds for restoring a persistent storage state
If your OpenShift Container Platform cluster uses persistent storage of any form, a state of the cluster is typically stored outside etcd. It might be an Elasticsearch cluster running in a pod or a database running in a StatefulSet
object. When you restore from an etcd backup, the status of the workloads in OpenShift Container Platform is also restored. However, if the etcd snapshot is old, the status might be invalid or outdated.
The contents of persistent volumes (PVs) are never part of the etcd snapshot. When you restore an OpenShift Container Platform cluster from an etcd snapshot, non-critical workloads might gain access to critical data, or vice-versa.
The following are some example scenarios that produce an out-of-date status:
- MySQL database is running in a pod backed up by a PV object. Restoring OpenShift Container Platform from an etcd snapshot does not bring back the volume on the storage provider, and does not produce a running MySQL pod, despite the pod repeatedly attempting to start. You must manually restore this pod by restoring the volume on the storage provider, and then editing the PV to point to the new volume.
- Pod P1 is using volume A, which is attached to node X. If the etcd snapshot is taken while another pod uses the same volume on node Y, then when the etcd restore is performed, pod P1 might not be able to start correctly due to the volume still being attached to node Y. OpenShift Container Platform is not aware of the attachment, and does not automatically detach it. When this occurs, the volume must be manually detached from node Y so that the volume can attach on node X, and then pod P1 can start.
- Cloud provider or storage provider credentials were updated after the etcd snapshot was taken. This causes any CSI drivers or Operators that depend on the those credentials to not work. You might have to manually update the credentials required by those drivers or Operators.
A device is removed or renamed from OpenShift Container Platform nodes after the etcd snapshot is taken. The Local Storage Operator creates symlinks for each PV that it manages from
/dev/disk/by-id
or/dev
directories. This situation might cause the local PVs to refer to devices that no longer exist.To fix this problem, an administrator must:
- Manually remove the PVs with invalid devices.
- Remove symlinks from respective nodes.
-
Delete
LocalVolume
orLocalVolumeSet
objects (see Storage → Configuring persistent storage → Persistent storage using local volumes → Deleting the Local Storage Operator Resources).
Additional resources
- See Accessing the hosts for how to create a bastion host to access OpenShift Container Platform instances and the control plane nodes with SSH.
5.3.3. Recovering from expired control plane certificates
5.3.3.1. Recovering from expired control plane certificates
The cluster can automatically recover from expired control plane certificates.
However, you must manually approve the pending node-bootstrapper
certificate signing requests (CSRs) to recover kubelet certificates. For user-provisioned installations, you might also need to approve pending kubelet serving CSRs.
Use the following steps to approve the pending CSRs:
Procedure
Get the list of current CSRs:
$ oc get csr
Example output
NAME AGE SIGNERNAME REQUESTOR CONDITION csr-2s94x 8m3s kubernetes.io/kubelet-serving system:node:<node_name> Pending 1 csr-4bd6t 8m3s kubernetes.io/kubelet-serving system:node:<node_name> Pending 2 csr-4hl85 13m kubernetes.io/kube-apiserver-client-kubelet system:serviceaccount:openshift-machine-config-operator:node-bootstrapper Pending 3 csr-zhhhp 3m8s kubernetes.io/kube-apiserver-client-kubelet system:serviceaccount:openshift-machine-config-operator:node-bootstrapper Pending 4 ...
Review the details of a CSR to verify that it is valid:
$ oc describe csr <csr_name> 1
- 1
<csr_name>
is the name of a CSR from the list of current CSRs.
Approve each valid
node-bootstrapper
CSR:$ oc adm certificate approve <csr_name>
For user-provisioned installations, approve each valid kubelet serving CSR:
$ oc adm certificate approve <csr_name>
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