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Configuring the OpenShift API for Data Protection with IBM Cloud

Configuring the COS instance

You create an IBM Cloud Object Storage (COS) instance to store the OADP backup data. After you create the COS instance, configure the HMAC service credentials.

Prerequisites

  • You have an IBM Cloud Platform account.

  • You installed the IBM Cloud CLI.

  • You are logged in to IBM Cloud.

Procedure

  1. Install the IBM Cloud Object Storage (COS) plugin by running the following command:

    $ ibmcloud plugin install cos -f

  2. Set a bucket name by running the following command:

    $ BUCKET=<bucket_name>

  3. Set a bucket region by running the following command:

    $ REGION=<bucket_region> (1)
    1 Specify the bucket region, for example, eu-gb.

  4. Create a resource group by running the following command:

    $ ibmcloud resource group-create <resource_group_name>

  5. Set the target resource group by running the following command:

    $ ibmcloud target -g <resource_group_name>

  6. Verify that the target resource group is correctly set by running the following command:

    $ ibmcloud target
    Example output
    API endpoint:     https://cloud.ibm.com
Region:
User:             test-user
Account:          Test Account (fb6......e95) <-> 2...122
Resource group:   Default

    In the example output, the resource group is set to Default.

  7. Set a resource group name by running the following command:

    $ RESOURCE_GROUP=<resource_group> (1)
    1 Specify the resource group name, for example, "default".

  8. Create an IBM Cloud service-instance resource by running the following command:

    $ ibmcloud resource service-instance-create \
<service_instance_name> \(1)
<service_name> \(2)
<service_plan> \(3)
<region_name> (4)
    1 Specify a name for the service-instance resource.
    2 Specify the service name. Alternatively, you can specify a service ID.
    3 Specify the service plan for your IBM Cloud account.
    4 Specify the region name.
    Example command
    $ ibmcloud resource service-instance-create test-service-instance cloud-object-storage \ (1)
standard \
global \
-d premium-global-deployment (2)
    1 The service name is cloud-object-storage.
    2 The -d flag specifies the deployment name.

  9. Extract the service instance ID by running the following command:

    $ SERVICE_INSTANCE_ID=$(ibmcloud resource service-instance test-service-instance --output json | jq -r '.[0].id')

  10. Create a COS bucket by running the following command:

    $ ibmcloud cos bucket-create \//
--bucket $BUCKET \//
--ibm-service-instance-id $SERVICE_INSTANCE_ID \//
--region $REGION

    Variables such as $BUCKET, $SERVICE_INSTANCE_ID, and $REGION are replaced by the values you set previously.

  11. Create HMAC credentials by running the following command.

    $ ibmcloud resource service-key-create test-key Writer --instance-name test-service-instance --parameters {\"HMAC\":true}

  12. Extract the access key ID and the secret access key from the HMAC credentials and save them in the credentials-velero file. You can use the credentials-velero file to create a secret for the backup storage location. Run the following command:

    $ cat > credentials-velero << __EOF__
[default]
aws_access_key_id=$(ibmcloud resource service-key test-key -o json  | jq -r '.[0].credentials.cos_hmac_keys.access_key_id')
aws_secret_access_key=$(ibmcloud resource service-key test-key -o json  | jq -r '.[0].credentials.cos_hmac_keys.secret_access_key')
__EOF__

Creating a default Secret

You create a default Secret if your backup and snapshot locations use the same credentials or if you do not require a snapshot location.

The DataProtectionApplication custom resource (CR) requires a default Secret. Otherwise, the installation will fail. If the name of the backup location Secret is not specified, the default name is used.

If you do not want to use the backup location credentials during the installation, you can create a Secret with the default name by using an empty credentials-velero file.
Prerequisites

  • Your object storage and cloud storage, if any, 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.

Creating secrets for different credentials

If your backup and snapshot locations use different credentials, you must create two Secret objects:

  • Backup location Secret with a custom name. The custom name is specified in the spec.backupLocations block of the DataProtectionApplication custom resource (CR).

  • Snapshot location Secret with the default name, cloud-credentials. This Secret is not specified in the DataProtectionApplication CR.

Procedure

  1. Create a credentials-velero file for the snapshot location in the appropriate format for your cloud provider.

  2. 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

  3. Create a credentials-velero file for the backup location in the appropriate format for your object storage.

  4. 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

  5. Add the Secret with the custom name 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:
    - velero:
        provider: <provider>
        default: true
        credential:
          key: cloud
          name: <custom_secret> (1)
        objectStorage:
          bucket: <bucket_name>
          prefix: <prefix>
    1 Backup location Secret with custom name.

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 you do not want to specify backup or snapshot locations during the installation, you can create a default Secret with an empty credentials-velero file. If there is no default Secret, the installation will fail.
Procedure

  1. Click Operators → Installed Operators and select the OADP Operator.

  2. Under Provided APIs, click Create instance in the DataProtectionApplication box.

  3. Click YAML View and update the parameters of the DataProtectionApplication manifest:

    apiVersion: oadp.openshift.io/v1alpha1
kind: DataProtectionApplication
metadata:
  namespace: openshift-adp
  name: <dpa_name>
spec:
  configuration:
    velero:
      defaultPlugins:
      - openshift
      - aws
      - csi
  backupLocations:
    - velero:
        provider: aws (1)
        default: true
        objectStorage:
          bucket: <bucket_name> (2)
          prefix: velero
        config:
          insecureSkipTLSVerify: 'true'
          profile: default
          region: <region_name> (3)
          s3ForcePathStyle: 'true'
          s3Url: <s3_url> (4)
        credential:
          key: cloud
          name: cloud-credentials (5)
    1 The provider is aws when you use IBM Cloud as a backup storage location.
    2 Specify the IBM Cloud Object Storage (COS) bucket name.
    3 Specify the COS region name, for example, eu-gb.
    4 Specify the S3 URL of the COS bucket. For example, http://s3.eu-gb.cloud-object-storage.appdomain.cloud. Here, eu-gb is the region name. Replace the region name according to your bucket region.
    5 Defines the name of the secret you created by using the access key and the secret access key from the HMAC credentials.

  4. Click Create.

Verification

  1. Verify the installation by viewing the OpenShift API for Data Protection (OADP) resources by running the following command:

    $ 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/node-agent-9cq4q                                     1/1     Running   0          94s
pod/node-agent-m4lts                                     1/1     Running   0          94s
pod/node-agent-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/openshift-adp-velero-metrics-svc                   ClusterIP   172.30.10.0      <none>        8085/TCP   8h

NAME                        DESIRED   CURRENT   READY   UP-TO-DATE   AVAILABLE   NODE SELECTOR   AGE
daemonset.apps/node-agent    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/velero                              1/1     1            1           96s

NAME                                                           DESIRED   CURRENT   READY   AGE
replicaset.apps/oadp-operator-controller-manager-67d9494d47    1         1         1       2m9s
replicaset.apps/velero-588db7f655                              1         1         1       96s

  2. Verify that the DataProtectionApplication (DPA) is reconciled by running the following command:

    $ oc get dpa dpa-sample -n openshift-adp -o jsonpath='{.status}'
    Example output
    {"conditions":[{"lastTransitionTime":"2023-10-27T01:23:57Z","message":"Reconcile complete","reason":"Complete","status":"True","type":"Reconciled"}]}

  3. Verify the type is set to Reconciled.

  4. Verify the backup storage location and confirm that the PHASE is Available by running the following command:

    $ oc get backupStorageLocation -n openshift-adp
    Example output
    NAME           PHASE       LAST VALIDATED   AGE     DEFAULT
dpa-sample-1   Available   1s               3d16h   true

  5. Verify that the PHASE is in Available.

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 the DataProtectionApplication CR manifest, as in the following example:

    apiVersion: oadp.openshift.io/v1alpha1
kind: DataProtectionApplication
metadata:
  name: <dpa_sample>
spec:
# ...
  configuration:
    velero:
      podConfig:
        nodeSelector: <node_selector> (1)
        resourceAllocations: (2)
          limits:
            cpu: "1"
            memory: 1024Mi
          requests:
            cpu: 200m
            memory: 256Mi
    1 Specify the node selector to be supplied to Velero podSpec.
    2 The resourceAllocations listed are for average usage.

Kopia is an option in OADP 1.3 and later releases. You can use Kopia for file system backups, and Kopia is your only option for Data Mover cases with the built-in Data Mover.

Kopia is more resource intensive than Restic, and you might need to adjust the CPU and memory requirements accordingly.

Configuring node agents and node labels

The DPA of OADP uses the nodeSelector field to select which nodes can run the node agent. The nodeSelector field is the simplest recommended form of node selection constraint.

Any label specified must match the labels on each node.

The correct way to run the node agent on any node you choose is for you to label the nodes with a custom label:

$ oc label node/<node_name> node-role.kubernetes.io/nodeAgent=""

Use the same custom label in the DPA.spec.configuration.nodeAgent.podConfig.nodeSelector, which you used for labeling nodes. For example:

configuration:
  nodeAgent:
    enable: true
    podConfig:
      nodeSelector:
        node-role.kubernetes.io/nodeAgent: ""

The following example is an anti-pattern of nodeSelector and does not work unless both labels, 'node-role.kubernetes.io/infra: ""' and 'node-role.kubernetes.io/worker: ""', are on the node:

    configuration:
      nodeAgent:
        enable: true
        podConfig:
          nodeSelector:
            node-role.kubernetes.io/infra: ""
            node-role.kubernetes.io/worker: ""

Configuring the DPA with client burst and QPS settings

The burst setting determines how many requests can be sent to the velero server before the limit is applied. After the burst limit is reached, the queries per second (QPS) setting determines how many additional requests can be sent per second.

You can set the burst and QPS values of the velero server by configuring the Data Protection Application (DPA) with the burst and QPS values. You can use the dpa.configuration.velero.client-burst and dpa.configuration.velero.client-qps fields of the DPA to set the burst and QPS values.

Prerequisites

  • You have installed the OADP Operator.

Procedure

  • Configure the client-burst and the client-qps fields in the DPA as shown in the following example:

    Example Data Protection Application
    apiVersion: oadp.openshift.io/v1alpha1
kind: DataProtectionApplication
metadata:
  name: test-dpa
  namespace: openshift-adp
spec:
  backupLocations:
    - name: default
      velero:
        config:
          insecureSkipTLSVerify: "true"
          profile: "default"
          region: <bucket_region>
          s3ForcePathStyle: "true"
          s3Url: <bucket_url>
        credential:
          key: cloud
          name: cloud-credentials
        default: true
        objectStorage:
          bucket: <bucket_name>
          prefix: velero
        provider: aws
  configuration:
    nodeAgent:
      enable: true
      uploaderType: restic
    velero:
      client-burst: 500 (1)
      client-qps: 300 (2)
      defaultPlugins:
        - openshift
        - aws
        - kubevirt
    1 Specify the client-burst value. In this example, the client-burst field is set to 500.
    2 Specify the client-qps value. In this example, the client-qps field is set to 300.

Configuring the DPA with more than one BSL

You can configure the DPA with more than one BSL and specify the credentials provided by the cloud provider.

Prerequisites

  • You must install the OADP Operator.

  • You must create the secrets by using the credentials provided by the cloud provider.

Procedure

  1. Configure the DPA with more than one BSL. See the following example.

    Example DPA
    apiVersion: oadp.openshift.io/v1alpha1
kind: DataProtectionApplication
#...
backupLocations:
  - name: aws (1)
    velero:
      provider: aws
      default: true (2)
      objectStorage:
        bucket: <bucket_name> (3)
        prefix: <prefix> (4)
      config:
        region: <region_name> (5)
        profile: "default"
      credential:
        key: cloud
        name: cloud-credentials (6)
  - name: odf (7)
    velero:
      provider: aws
      default: false
      objectStorage:
        bucket: <bucket_name>
        prefix: <prefix>
      config:
        profile: "default"
        region: <region_name>
        s3Url: <url> (8)
        insecureSkipTLSVerify: "true"
        s3ForcePathStyle: "true"
      credential:
        key: cloud
        name: <custom_secret_name_odf> (9)
#...
    1 Specify a name for the first BSL.
    2 This parameter indicates that this BSL is the default BSL. If a BSL is not set in the Backup CR, the default BSL is used. You can set only one BSL as the default.
    3 Specify the bucket name.
    4 Specify a prefix for Velero backups; for example, velero.
    5 Specify the AWS region for the bucket.
    6 Specify the name of the default Secret object that you created.
    7 Specify a name for the second BSL.
    8 Specify the URL of the S3 endpoint.
    9 Specify the correct name for the Secret; for example, custom_secret_name_odf. If you do not specify a Secret name, the default name is used.

  2. Specify the BSL to be used in the backup CR. See the following example.

    Example backup CR
    apiVersion: velero.io/v1
kind: Backup
# ...
spec:
  includedNamespaces:
  - <namespace> (1)
  storageLocation: <backup_storage_location> (2)
  defaultVolumesToFsBackup: true
    1 Specify the namespace to back up.
    2 Specify the storage location.

Disabling the node agent in DataProtectionApplication

If you are not using Restic, Kopia, or DataMover for your backups, you can disable the nodeAgent field in the DataProtectionApplication custom resource (CR). Before you disable nodeAgent, ensure the OADP Operator is idle and not running any backups.

Procedure

  1. To disable the nodeAgent, set the enable flag to false. See the following example:

    Example DataProtectionApplication CR
    # ...
configuration:
  nodeAgent:
    enable: false  (1)
    uploaderType: kopia
# ...
    1 Disables the node agent.

  2. To enable the nodeAgent, set the enable flag to true. See the following example:

    Example DataProtectionApplication CR
    # ...
configuration:
  nodeAgent:
    enable: true  (1)
    uploaderType: kopia
# ...
    1 Enables the node agent.

You can set up a job to enable and disable the nodeAgent field in the DataProtectionApplication CR. For more information, see "Running tasks in pods using jobs".