Updating managed clusters in a disconnected environment with PolicyGenTemplate resources and TALM - Managing cluster policies with PolicyGenTemplate resources | Edge computing

Setting up the disconnected environment
Performing a platform update with PolicyGenTemplate CRs
Performing an Operator update with PolicyGenTemplate CRs
Troubleshooting missed Operator updates with PolicyGenTemplate CRs
Performing a platform and an Operator update together
Removing Performance Addon Operator subscriptions from deployed clusters with PolicyGenTemplate CRs
Pre-caching user-specified images with TALM on single-node OpenShift clusters
- Creating the custom resources for pre-caching
About the auto-created ClusterGroupUpgrade CR for GitOps ZTP

You can use the Topology Aware Lifecycle Manager (TALM) to manage the software lifecycle of managed clusters that you have deployed by using GitOps Zero Touch Provisioning (ZTP) and Topology Aware Lifecycle Manager (TALM). TALM uses Red Hat Advanced Cluster Management (RHACM) PolicyGenTemplate policies to manage and control changes applied to target clusters.

Using PolicyGenTemplate CRs to manage and deploy policies to managed clusters will be deprecated in an upcoming OKD release. Equivalent and improved functionality is available using Red Hat Advanced Cluster Management (RHACM) and PolicyGenerator CRs.

For more information about PolicyGenerator resources, see the RHACM Policy Generator documentation.

Additional resources

Setting up the disconnected environment

TALM can perform both platform and Operator updates.

You must mirror both the platform image and Operator images that you want to update to in your mirror registry before you can use TALM to update your disconnected clusters. Complete the following steps to mirror the images:

For platform updates, you must perform the following steps:
1. Mirror the desired OKD image repository. Ensure that the desired platform image is mirrored by following the "Mirroring the OKD image repository" procedure linked in the Additional resources. Save the contents of the imageContentSources section in the imageContentSources.yaml file:
  Example output
  imageContentSources: - mirrors: - mirror-ocp-registry.ibmcloud.io.cpak:5000/openshift-release-dev/openshift4 source: quay.io/openshift-release-dev/ocp-release - mirrors: - mirror-ocp-registry.ibmcloud.io.cpak:5000/openshift-release-dev/openshift4 source: quay.io/openshift-release-dev/ocp-v4.0-art-dev
2. Save the image signature of the desired platform image that was mirrored. You must add the image signature to the PolicyGenTemplate CR for platform updates. To get the image signature, perform the following steps:
  1. Specify the desired OKD tag by running the following command:
    
    $ OCP_RELEASE_NUMBER=<release_version>
  2. Specify the architecture of the cluster by running the following command:
    
    $ ARCHITECTURE=<cluster_architecture> (1)
    
    1 Specify the architecture of the cluster, such as x86_64, aarch64, s390x, or ppc64le.
  3. Get the release image digest from Quay by running the following command
    
    $ DIGEST="$(oc adm release info quay.io/openshift-release-dev/ocp-release:${OCP_RELEASE_NUMBER}-${ARCHITECTURE} | sed -n 's/Pull From: .*@//p')"
  4. Set the digest algorithm by running the following command:
    
    $ DIGEST_ALGO="${DIGEST%%:*}"
  5. Set the digest signature by running the following command:
    
    $ DIGEST_ENCODED="${DIGEST#*:}"
  6. Get the image signature from the mirror.openshift.com website by running the following command:
    
    $ SIGNATURE_BASE64=$(curl -s "https://mirror.openshift.com/pub/openshift-v4/signatures/openshift/release/${DIGEST_ALGO}=${DIGEST_ENCODED}/signature-1" | base64 -w0 && echo)
  7. Save the image signature to the checksum-<OCP_RELEASE_NUMBER>.yaml file by running the following commands:
    
    $ cat >checksum-${OCP_RELEASE_NUMBER}.yaml <<EOF ${DIGEST_ALGO}-${DIGEST_ENCODED}: ${SIGNATURE_BASE64} EOF
3. Prepare the update graph. You have two options to prepare the update graph:
  1. Use the OpenShift Update Service.
    
    For more information about how to set up the graph on the hub cluster, see Deploy the operator for OpenShift Update Service and Build the graph data init container.
  2. Make a local copy of the upstream graph. Host the update graph on an http or https server in the disconnected environment that has access to the managed cluster. To download the update graph, use the following command:
    
    $ curl -s https://api.openshift.com/api/upgrades_info/v1/graph?channel=stable-4.17 -o ~/upgrade-graph_stable-4.17
For Operator updates, you must perform the following task:
- Mirror the Operator catalogs. Ensure that the desired operator images are mirrored by following the procedure in the "Mirroring Operator catalogs for use with disconnected clusters" section.

Additional resources

Performing a platform update with PolicyGenTemplate CRs

You can perform a platform update with the TALM.

Prerequisites

Install the Topology Aware Lifecycle Manager (TALM).
Update GitOps Zero Touch Provisioning (ZTP) to the latest version.
Provision one or more managed clusters with GitOps ZTP.
Mirror the desired image repository.
Log in as a user with cluster-admin privileges.
Create RHACM policies in the hub cluster.

Procedure

Create a PolicyGenTemplate CR for the platform update:

Save the following PolicyGenTemplate CR in the du-upgrade.yaml file:

Example of PolicyGenTemplate for platform update

apiVersion: ran.openshift.io/v1
kind: PolicyGenTemplate
metadata:
  name: "du-upgrade"
  namespace: "ztp-group-du-sno"
spec:
  bindingRules:
    group-du-sno: ""
  mcp: "master"
  remediationAction: inform
  sourceFiles:
    - fileName: ImageSignature.yaml (1)
      policyName: "platform-upgrade-prep"
      binaryData:
        ${DIGEST_ALGO}-${DIGEST_ENCODED}: ${SIGNATURE_BASE64} (2)
    - fileName: DisconnectedICSP.yaml
      policyName: "platform-upgrade-prep"
      metadata:
        name: disconnected-internal-icsp-for-ocp
      spec:
        repositoryDigestMirrors: (3)
          - mirrors:
            - quay-intern.example.com/ocp4/openshift-release-dev
            source: quay.io/openshift-release-dev/ocp-release
          - mirrors:
            - quay-intern.example.com/ocp4/openshift-release-dev
            source: quay.io/openshift-release-dev/ocp-v4.0-art-dev
    - fileName: ClusterVersion.yaml (4)
      policyName: "platform-upgrade"
      metadata:
        name: version
      spec:
        channel: "stable-4.17"
        upstream: http://upgrade.example.com/images/upgrade-graph_stable-4.17
        desiredUpdate:
          version: 4.17.4
      status:
        history:
          - version: 4.17.4
            state: "Completed"

1	The `ConfigMap` CR contains the signature of the desired release image to update to.
2	Shows the image signature of the desired OKD release. Get the signature from the `checksum-${OCP_RELEASE_NUMBER}.yaml` file you saved when following the procedures in the "Setting up the environment" section.
3	Shows the mirror repository that contains the desired OKD image. Get the mirrors from the `imageContentSources.yaml` file that you saved when following the procedures in the "Setting up the environment" section.
4	Shows the `ClusterVersion` CR to trigger the update. The `channel`, `upstream`, and `desiredVersion` fields are all required for image pre-caching.

The PolicyGenTemplate CR generates two policies:

The du-upgrade-platform-upgrade-prep policy does the preparation work for the platform update. It creates the ConfigMap CR for the desired release image signature, creates the image content source of the mirrored release image repository, and updates the cluster version with the desired update channel and the update graph reachable by the managed cluster in the disconnected environment.
The du-upgrade-platform-upgrade policy is used to perform platform upgrade.

Add the du-upgrade.yaml file contents to the kustomization.yaml file located in the GitOps ZTP Git repository for the PolicyGenTemplate CRs and push the changes to the Git repository.

ArgoCD pulls the changes from the Git repository and generates the policies on the hub cluster.
Check the created policies by running the following command:
```
$ oc get policies -A | grep platform-upgrade
```

Create the ClusterGroupUpdate CR for the platform update with the spec.enable field set to false.
1. Save the content of the platform update ClusterGroupUpdate CR with the du-upgrade-platform-upgrade-prep and the du-upgrade-platform-upgrade policies and the target clusters to the cgu-platform-upgrade.yml file, as shown in the following example:
  apiVersion: ran.openshift.io/v1alpha1 kind: ClusterGroupUpgrade metadata: name: cgu-platform-upgrade namespace: default spec: managedPolicies: - du-upgrade-platform-upgrade-prep - du-upgrade-platform-upgrade preCaching: false clusters: - spoke1 remediationStrategy: maxConcurrency: 1 enable: false
2. Apply the ClusterGroupUpdate CR to the hub cluster by running the following command:
  $ oc apply -f cgu-platform-upgrade.yml
Optional: Pre-cache the images for the platform update.
1. Enable pre-caching in the ClusterGroupUpdate CR by running the following command:
  $ oc --namespace=default patch clustergroupupgrade.ran.openshift.io/cgu-platform-upgrade \ --patch '{"spec":{"preCaching": true}}' --type=merge
2. Monitor the update process and wait for the pre-caching to complete. Check the status of pre-caching by running the following command on the hub cluster:
  $ oc get cgu cgu-platform-upgrade -o jsonpath='{.status.precaching.status}'
Start the platform update:
1. Enable the cgu-platform-upgrade policy and disable pre-caching by running the following command:
  $ oc --namespace=default patch clustergroupupgrade.ran.openshift.io/cgu-platform-upgrade \ --patch '{"spec":{"enable":true, "preCaching": false}}' --type=merge
2. Monitor the process. Upon completion, ensure that the policy is compliant by running the following command:
  $ oc get policies --all-namespaces

Additional resources

Preparing the disconnected environment

Performing an Operator update with PolicyGenTemplate CRs

You can perform an Operator update with the TALM.

Prerequisites

Install the Topology Aware Lifecycle Manager (TALM).
Update GitOps Zero Touch Provisioning (ZTP) to the latest version.
Provision one or more managed clusters with GitOps ZTP.
Mirror the desired index image, bundle images, and all Operator images referenced in the bundle images.
Log in as a user with cluster-admin privileges.
Create RHACM policies in the hub cluster.

Procedure

Update the PolicyGenTemplate CR for the Operator update.

Update the du-upgrade PolicyGenTemplate CR with the following additional contents in the du-upgrade.yaml file:

apiVersion: ran.openshift.io/v1
kind: PolicyGenTemplate
metadata:
  name: "du-upgrade"
  namespace: "ztp-group-du-sno"
spec:
  bindingRules:
    group-du-sno: ""
  mcp: "master"
  remediationAction: inform
  sourceFiles:
    - fileName: DefaultCatsrc.yaml
      remediationAction: inform
      policyName: "operator-catsrc-policy"
      metadata:
        name: redhat-operators-disconnected
      spec:
        displayName: Red Hat Operators Catalog
        image: registry.example.com:5000/olm/redhat-operators-disconnected:v4.17 (1)
        updateStrategy: (2)
          registryPoll:
            interval: 1h
      status:
        connectionState:
            lastObservedState: READY (3)

1	The index image URL contains the desired Operator images. If the index images are always pushed to the same image name and tag, this change is not needed.
2	Set how frequently the Operator Lifecycle Manager (OLM) polls the index image for new Operator versions with the `registryPoll.interval` field. This change is not needed if a new index image tag is always pushed for y-stream and z-stream Operator updates. The `registryPoll.interval` field can be set to a shorter interval to expedite the update, however shorter intervals increase computational load. To counteract this behavior, you can restore `registryPoll.interval` to the default value once the update is complete.
3	Last observed state of the catalog connection. The `READY` value ensures that the `CatalogSource` policy is ready, indicating that the index pod is pulled and is running. This way, TALM upgrades the Operators based on up-to-date policy compliance states.

This update generates one policy, du-upgrade-operator-catsrc-policy, to update the redhat-operators-disconnected catalog source with the new index images that contain the desired Operators images.

If you want to use the image pre-caching for Operators and there are Operators from a different catalog source other than redhat-operators-disconnected, you must perform the following tasks:

Prepare a separate catalog source policy with the new index image or registry poll interval update for the different catalog source.
Prepare a separate subscription policy for the desired Operators that are from the different catalog source.

For example, the desired SRIOV-FEC Operator is available in the certified-operators catalog source. To update the catalog source and the Operator subscription, add the following contents to generate two policies, du-upgrade-fec-catsrc-policy and du-upgrade-subscriptions-fec-policy:

apiVersion: ran.openshift.io/v1
kind: PolicyGenTemplate
metadata:
  name: "du-upgrade"
  namespace: "ztp-group-du-sno"
spec:
  bindingRules:
    group-du-sno: ""
  mcp: "master"
  remediationAction: inform
  sourceFiles:
      # ...
    - fileName: DefaultCatsrc.yaml
      remediationAction: inform
      policyName: "fec-catsrc-policy"
      metadata:
        name: certified-operators
      spec:
        displayName: Intel SRIOV-FEC Operator
        image: registry.example.com:5000/olm/far-edge-sriov-fec:v4.10
        updateStrategy:
          registryPoll:
            interval: 10m
    - fileName: AcceleratorsSubscription.yaml
      policyName: "subscriptions-fec-policy"
      spec:
        channel: "stable"
        source: certified-operators

Remove the specified subscriptions channels in the common PolicyGenTemplate CR, if they exist. The default subscriptions channels from the GitOps ZTP image are used for the update.

The default channel for the Operators applied through GitOps ZTP 4.17 is stable, except for the performance-addon-operator. As of OKD 4.11, the performance-addon-operator functionality was moved to the node-tuning-operator. For the 4.10 release, the default channel for PAO is v4.10. You can also specify the default channels in the common PolicyGenTemplate CR.

Push the PolicyGenTemplate CRs updates to the GitOps ZTP Git repository.

ArgoCD pulls the changes from the Git repository and generates the policies on the hub cluster.

Check the created policies by running the following command:

$ oc get policies -A | grep -E "catsrc-policy|subscription"

Apply the required catalog source updates before starting the Operator update.
1. Save the content of the ClusterGroupUpgrade CR named operator-upgrade-prep with the catalog source policies and the target managed clusters to the cgu-operator-upgrade-prep.yml file:
  apiVersion: ran.openshift.io/v1alpha1 kind: ClusterGroupUpgrade metadata: name: cgu-operator-upgrade-prep namespace: default spec: clusters: - spoke1 enable: true managedPolicies: - du-upgrade-operator-catsrc-policy remediationStrategy: maxConcurrency: 1
2. Apply the policy to the hub cluster by running the following command:
  $ oc apply -f cgu-operator-upgrade-prep.yml
3. Monitor the update process. Upon completion, ensure that the policy is compliant by running the following command:
  $ oc get policies -A | grep -E "catsrc-policy"

Create the ClusterGroupUpgrade CR for the Operator update with the spec.enable field set to false.

Save the content of the Operator update ClusterGroupUpgrade CR with the du-upgrade-operator-catsrc-policy policy and the subscription policies created from the common PolicyGenTemplate and the target clusters to the cgu-operator-upgrade.yml file, as shown in the following example:

apiVersion: ran.openshift.io/v1alpha1
kind: ClusterGroupUpgrade
metadata:
  name: cgu-operator-upgrade
  namespace: default
spec:
  managedPolicies:
  - du-upgrade-operator-catsrc-policy (1)
  - common-subscriptions-policy (2)
  preCaching: false
  clusters:
  - spoke1
  remediationStrategy:
    maxConcurrency: 1
  enable: false

1	The policy is needed by the image pre-caching feature to retrieve the operator images from the catalog source.
2	The policy contains Operator subscriptions. If you have followed the structure and content of the reference `PolicyGenTemplates`, all Operator subscriptions are grouped into the `common-subscriptions-policy` policy.

One ClusterGroupUpgrade CR can only pre-cache the images of the desired Operators defined in the subscription policy from one catalog source included in the ClusterGroupUpgrade CR. If the desired Operators are from different catalog sources, such as in the example of the SRIOV-FEC Operator, another ClusterGroupUpgrade CR must be created with du-upgrade-fec-catsrc-policy and du-upgrade-subscriptions-fec-policy policies for the SRIOV-FEC Operator images pre-caching and update.

Apply the ClusterGroupUpgrade CR to the hub cluster by running the following command:
```
$ oc apply -f cgu-operator-upgrade.yml
```

Optional: Pre-cache the images for the Operator update.

Before starting image pre-caching, verify the subscription policy is NonCompliant at this point by running the following command:

$ oc get policy common-subscriptions-policy -n <policy_namespace>

Example output

NAME                          REMEDIATION ACTION   COMPLIANCE STATE     AGE
common-subscriptions-policy   inform               NonCompliant         27d

Enable pre-caching in the ClusterGroupUpgrade CR by running the following command:

$ oc --namespace=default patch clustergroupupgrade.ran.openshift.io/cgu-operator-upgrade \
--patch '{"spec":{"preCaching": true}}' --type=merge

Monitor the process and wait for the pre-caching to complete. Check the status of pre-caching by running the following command on the managed cluster:
```
$ oc get cgu cgu-operator-upgrade -o jsonpath='{.status.precaching.status}'
```

Check if the pre-caching is completed before starting the update by running the following command:

$ oc get cgu -n default cgu-operator-upgrade -ojsonpath='{.status.conditions}' | jq

Example output

[
    {
      "lastTransitionTime": "2022-03-08T20:49:08.000Z",
      "message": "The ClusterGroupUpgrade CR is not enabled",
      "reason": "UpgradeNotStarted",
      "status": "False",
      "type": "Ready"
    },
    {
      "lastTransitionTime": "2022-03-08T20:55:30.000Z",
      "message": "Precaching is completed",
      "reason": "PrecachingCompleted",
      "status": "True",
      "type": "PrecachingDone"
    }
]

Start the Operator update.
1. Enable the cgu-operator-upgrade ClusterGroupUpgrade CR and disable pre-caching to start the Operator update by running the following command:
  $ oc --namespace=default patch clustergroupupgrade.ran.openshift.io/cgu-operator-upgrade \ --patch '{"spec":{"enable":true, "preCaching": false}}' --type=merge
2. Monitor the process. Upon completion, ensure that the policy is compliant by running the following command:
  $ oc get policies --all-namespaces

Additional resources

Upgrading GitOps ZTP

Troubleshooting missed Operator updates with PolicyGenTemplate CRs

In some scenarios, Topology Aware Lifecycle Manager (TALM) might miss Operator updates due to an out-of-date policy compliance state.

After a catalog source update, it takes time for the Operator Lifecycle Manager (OLM) to update the subscription status. The status of the subscription policy might continue to show as compliant while TALM decides whether remediation is needed. As a result, the Operator specified in the subscription policy does not get upgraded.

To avoid this scenario, add another catalog source configuration to the PolicyGenTemplate and specify this configuration in the subscription for any Operators that require an update.

Procedure

Add a catalog source configuration in the PolicyGenTemplate resource:

- fileName: DefaultCatsrc.yaml
      remediationAction: inform
      policyName: "operator-catsrc-policy"
      metadata:
        name: redhat-operators-disconnected
      spec:
        displayName: Red Hat Operators Catalog
        image: registry.example.com:5000/olm/redhat-operators-disconnected:v{product-version}
        updateStrategy:
          registryPoll:
            interval: 1h
      status:
        connectionState:
            lastObservedState: READY
- fileName: DefaultCatsrc.yaml
      remediationAction: inform
      policyName: "operator-catsrc-policy"
      metadata:
        name: redhat-operators-disconnected-v2 (1)
      spec:
        displayName: Red Hat Operators Catalog v2 (2)
        image: registry.example.com:5000/olm/redhat-operators-disconnected:<version> (3)
        updateStrategy:
          registryPoll:
            interval: 1h
      status:
        connectionState:
            lastObservedState: READY

1	Update the name for the new configuration.
2	Update the display name for the new configuration.
3	Update the index image URL. This `fileName.spec.image` field overrides any configuration in the `DefaultCatsrc.yaml` file.

Update the Subscription resource to point to the new configuration for Operators that require an update:

apiVersion: operators.coreos.com/v1alpha1
kind: Subscription
metadata:
  name: operator-subscription
  namespace: operator-namspace
# ...
spec:
  source: redhat-operators-disconnected-v2 (1)
# ...

1	Enter the name of the additional catalog source configuration that you defined in the `PolicyGenTemplate` resource.

Performing a platform and an Operator update together

You can perform a platform and an Operator update at the same time.

Prerequisites

Install the Topology Aware Lifecycle Manager (TALM).
Update GitOps Zero Touch Provisioning (ZTP) to the latest version.
Provision one or more managed clusters with GitOps ZTP.
Log in as a user with cluster-admin privileges.
Create RHACM policies in the hub cluster.

Procedure

Create the PolicyGenTemplate CR for the updates by following the steps described in the "Performing a platform update" and "Performing an Operator update" sections.
Apply the prep work for the platform and the Operator update.
1. Save the content of the ClusterGroupUpgrade CR with the policies for platform update preparation work, catalog source updates, and target clusters to the cgu-platform-operator-upgrade-prep.yml file, for example:
  apiVersion: ran.openshift.io/v1alpha1 kind: ClusterGroupUpgrade metadata: name: cgu-platform-operator-upgrade-prep namespace: default spec: managedPolicies: - du-upgrade-platform-upgrade-prep - du-upgrade-operator-catsrc-policy clusterSelector: - group-du-sno remediationStrategy: maxConcurrency: 10 enable: true
2. Apply the cgu-platform-operator-upgrade-prep.yml file to the hub cluster by running the following command:
  $ oc apply -f cgu-platform-operator-upgrade-prep.yml
3. Monitor the process. Upon completion, ensure that the policy is compliant by running the following command:
  $ oc get policies --all-namespaces

Create the ClusterGroupUpdate CR for the platform and the Operator update with the spec.enable field set to false.

Save the contents of the platform and Operator update ClusterGroupUpdate CR with the policies and the target clusters to the cgu-platform-operator-upgrade.yml file, as shown in the following example:

apiVersion: ran.openshift.io/v1alpha1
kind: ClusterGroupUpgrade
metadata:
  name: cgu-du-upgrade
  namespace: default
spec:
  managedPolicies:
  - du-upgrade-platform-upgrade (1)
  - du-upgrade-operator-catsrc-policy (2)
  - common-subscriptions-policy (3)
  preCaching: true
  clusterSelector:
  - group-du-sno
  remediationStrategy:
    maxConcurrency: 1
  enable: false

1	This is the platform update policy.
2	This is the policy containing the catalog source information for the Operators to be updated. It is needed for the pre-caching feature to determine which Operator images to download to the managed cluster.
3	This is the policy to update the Operators.

Apply the cgu-platform-operator-upgrade.yml file to the hub cluster by running the following command:
```
$ oc apply -f cgu-platform-operator-upgrade.yml
```

Optional: Pre-cache the images for the platform and the Operator update.
1. Enable pre-caching in the ClusterGroupUpgrade CR by running the following command:
  $ oc --namespace=default patch clustergroupupgrade.ran.openshift.io/cgu-du-upgrade \ --patch '{"spec":{"preCaching": true}}' --type=merge
2. Monitor the update process and wait for the pre-caching to complete. Check the status of pre-caching by running the following command on the managed cluster:
  $ oc get jobs,pods -n openshift-talm-pre-cache
3. Check if the pre-caching is completed before starting the update by running the following command:
  $ oc get cgu cgu-du-upgrade -ojsonpath='{.status.conditions}'

Start the platform and Operator update.

Enable the cgu-du-upgrade ClusterGroupUpgrade CR to start the platform and the Operator update by running the following command:

$ oc --namespace=default patch clustergroupupgrade.ran.openshift.io/cgu-du-upgrade \
--patch '{"spec":{"enable":true, "preCaching": false}}' --type=merge

Monitor the process. Upon completion, ensure that the policy is compliant by running the following command:

$ oc get policies --all-namespaces

The CRs for the platform and Operator updates can be created from the beginning by configuring the setting to spec.enable: true. In this case, the update starts immediately after pre-caching completes and there is no need to manually enable the CR.

Both pre-caching and the update create extra resources, such as policies, placement bindings, placement rules, managed cluster actions, and managed cluster view, to help complete the procedures. Setting the afterCompletion.deleteObjects field to true deletes all these resources after the updates complete.

Removing Performance Addon Operator subscriptions from deployed clusters with PolicyGenTemplate CRs

In earlier versions of OKD, the Performance Addon Operator provided automatic, low latency performance tuning for applications. In OKD 4.11 or later, these functions are part of the Node Tuning Operator.

Do not install the Performance Addon Operator on clusters running OKD 4.11 or later. If you upgrade to OKD 4.11 or later, the Node Tuning Operator automatically removes the Performance Addon Operator.

You need to remove any policies that create Performance Addon Operator subscriptions to prevent a re-installation of the Operator.

The reference DU profile includes the Performance Addon Operator in the PolicyGenTemplate CR common-ranGen.yaml. To remove the subscription from deployed managed clusters, you must update common-ranGen.yaml.

If you install Performance Addon Operator 4.10.3-5 or later on OKD 4.11 or later, the Performance Addon Operator detects the cluster version and automatically hibernates to avoid interfering with the Node Tuning Operator functions. However, to ensure best performance, remove the Performance Addon Operator from your OKD 4.11 clusters.

Prerequisites

Create a Git repository where you manage your custom site configuration data. The repository must be accessible from the hub cluster and be defined as a source repository for ArgoCD.
Update to OKD 4.11 or later.
Log in as a user with cluster-admin privileges.

Procedure

Change the complianceType to mustnothave for the Performance Addon Operator namespace, Operator group, and subscription in the common-ranGen.yaml file.

- fileName: PaoSubscriptionNS.yaml
  policyName: "subscriptions-policy"
  complianceType: mustnothave
- fileName: PaoSubscriptionOperGroup.yaml
  policyName: "subscriptions-policy"
  complianceType: mustnothave
- fileName: PaoSubscription.yaml
  policyName: "subscriptions-policy"
  complianceType: mustnothave

Merge the changes with your custom site repository and wait for the ArgoCD application to synchronize the change to the hub cluster. The status of the common-subscriptions-policy policy changes to Non-Compliant.
Apply the change to your target clusters by using the Topology Aware Lifecycle Manager. For more information about rolling out configuration changes, see the "Additional resources" section.
Monitor the process. When the status of the common-subscriptions-policy policy for a target cluster is Compliant, the Performance Addon Operator has been removed from the cluster. Get the status of the common-subscriptions-policy by running the following command:
```
$ oc get policy -n ztp-common common-subscriptions-policy
```
Delete the Performance Addon Operator namespace, Operator group and subscription CRs from spec.sourceFiles in the common-ranGen.yaml file.
Merge the changes with your custom site repository and wait for the ArgoCD application to synchronize the change to the hub cluster. The policy remains compliant.

Pre-caching user-specified images with TALM on single-node OpenShift clusters

You can pre-cache application-specific workload images on single-node OpenShift clusters before upgrading your applications.

You can specify the configuration options for the pre-caching jobs using the following custom resources (CR):

PreCachingConfig CR
ClusterGroupUpgrade CR

All fields in the PreCachingConfig CR are optional.

Example PreCachingConfig CR

apiVersion: ran.openshift.io/v1alpha1
kind: PreCachingConfig
metadata:
  name: exampleconfig
  namespace: exampleconfig-ns
spec:
  overrides: (1)
    platformImage: quay.io/openshift-release-dev/ocp-release@sha256:3d5800990dee7cd4727d3fe238a97e2d2976d3808fc925ada29c559a47e2e1ef
    operatorsIndexes:
      - registry.example.com:5000/custom-redhat-operators:1.0.0
    operatorsPackagesAndChannels:
      - local-storage-operator: stable
      - ptp-operator: stable
      - sriov-network-operator: stable
  spaceRequired: 30 Gi (2)
  excludePrecachePatterns: (3)
    - aws
    - vsphere
  additionalImages: (4)
    - quay.io/exampleconfig/application1@sha256:3d5800990dee7cd4727d3fe238a97e2d2976d3808fc925ada29c559a47e2e1ef
    - quay.io/exampleconfig/application2@sha256:3d5800123dee7cd4727d3fe238a97e2d2976d3808fc925ada29c559a47adfaef
    - quay.io/exampleconfig/applicationN@sha256:4fe1334adfafadsf987123adfffdaf1243340adfafdedga0991234afdadfsa09

1	By default, TALM automatically populates the `platformImage`, `operatorsIndexes`, and the `operatorsPackagesAndChannels` fields from the policies of the managed clusters. You can specify values to override the default TALM-derived values for these fields.
2	Specifies the minimum required disk space on the cluster. If unspecified, TALM defines a default value for OKD images. The disk space field must include an integer value and the storage unit. For example: `40 GiB`, `200 MB`, `1 TiB`.
3	Specifies the images to exclude from pre-caching based on image name matching.
4	Specifies the list of additional images to pre-cache.

Example ClusterGroupUpgrade CR with PreCachingConfig CR reference

apiVersion: ran.openshift.io/v1alpha1
kind: ClusterGroupUpgrade
metadata:
  name: cgu
spec:
  preCaching: true (1)
  preCachingConfigRef:
    name: exampleconfig (2)
    namespace: exampleconfig-ns (3)

1	The `preCaching` field set to `true` enables the pre-caching job.
2	The `preCachingConfigRef.name` field specifies the `PreCachingConfig` CR that you want to use.
3	The `preCachingConfigRef.namespace` specifies the namespace of the `PreCachingConfig` CR that you want to use.

Creating the custom resources for pre-caching

You must create the PreCachingConfig CR before or concurrently with the ClusterGroupUpgrade CR.

Create the PreCachingConfig CR with the list of additional images you want to pre-cache.

apiVersion: ran.openshift.io/v1alpha1
kind: PreCachingConfig
metadata:
  name: exampleconfig
  namespace: default (1)
spec:
[...]
  spaceRequired: 30Gi (2)
  additionalImages:
    - quay.io/exampleconfig/application1@sha256:3d5800990dee7cd4727d3fe238a97e2d2976d3808fc925ada29c559a47e2e1ef
    - quay.io/exampleconfig/application2@sha256:3d5800123dee7cd4727d3fe238a97e2d2976d3808fc925ada29c559a47adfaef
    - quay.io/exampleconfig/applicationN@sha256:4fe1334adfafadsf987123adfffdaf1243340adfafdedga0991234afdadfsa09

1	The `namespace` must be accessible to the hub cluster.
2	It is recommended to set the minimum disk space required field to ensure that there is sufficient storage space for the pre-cached images.

Create a ClusterGroupUpgrade CR with the preCaching field set to true and specify the PreCachingConfig CR created in the previous step:

apiVersion: ran.openshift.io/v1alpha1
kind: ClusterGroupUpgrade
metadata:
  name: cgu
  namespace: default
spec:
  clusters:
  - sno1
  - sno2
  preCaching: true
  preCachingConfigRef:
  - name: exampleconfig
    namespace: default
  managedPolicies:
    - du-upgrade-platform-upgrade
    - du-upgrade-operator-catsrc-policy
    - common-subscriptions-policy
  remediationStrategy:
    timeout: 240

Once you install the images on the cluster, you cannot change or delete them.

When you want to start pre-caching the images, apply the ClusterGroupUpgrade CR by running the following command:
```
$ oc apply -f cgu.yaml
```

TALM verifies the ClusterGroupUpgrade CR.

From this point, you can continue with the TALM pre-caching workflow.

All sites are pre-cached concurrently.

Verification

Check the pre-caching status on the hub cluster where the ClusterUpgradeGroup CR is applied by running the following command:

$ oc get cgu <cgu_name> -n <cgu_namespace> -oyaml

Example output

  precaching:
    spec:
      platformImage: quay.io/openshift-release-dev/ocp-release@sha256:3d5800990dee7cd4727d3fe238a97e2d2976d3808fc925ada29c559a47e2e1ef
      operatorsIndexes:
        - registry.example.com:5000/custom-redhat-operators:1.0.0
      operatorsPackagesAndChannels:
        - local-storage-operator: stable
        - ptp-operator: stable
        - sriov-network-operator: stable
      excludePrecachePatterns:
        - aws
        - vsphere
      additionalImages:
        - quay.io/exampleconfig/application1@sha256:3d5800990dee7cd4727d3fe238a97e2d2976d3808fc925ada29c559a47e2e1ef
        - quay.io/exampleconfig/application2@sha256:3d5800123dee7cd4727d3fe238a97e2d2976d3808fc925ada29c559a47adfaef
        - quay.io/exampleconfig/applicationN@sha256:4fe1334adfafadsf987123adfffdaf1243340adfafdedga0991234afdadfsa09
      spaceRequired: "30"
    status:
      sno1: Starting
      sno2: Starting

The pre-caching configurations are validated by checking if the managed policies exist. Valid configurations of the ClusterGroupUpgrade and the PreCachingConfig CRs result in the following statuses:

Example output of valid CRs

- lastTransitionTime: "2023-01-01T00:00:01Z"
  message: All selected clusters are valid
  reason: ClusterSelectionCompleted
  status: "True"
  type: ClusterSelected
- lastTransitionTime: "2023-01-01T00:00:02Z"
  message: Completed validation
  reason: ValidationCompleted
  status: "True"
  type: Validated
- lastTransitionTime: "2023-01-01T00:00:03Z"
  message: Precaching spec is valid and consistent
  reason: PrecacheSpecIsWellFormed
  status: "True"
  type: PrecacheSpecValid
- lastTransitionTime: "2023-01-01T00:00:04Z"
  message: Precaching in progress for 1 clusters
  reason: InProgress
  status: "False"
  type: PrecachingSucceeded

Example of an invalid PreCachingConfig CR

Type:    "PrecacheSpecValid"
Status:  False,
Reason:  "PrecacheSpecIncomplete"
Message: "Precaching spec is incomplete: failed to get PreCachingConfig resource due to PreCachingConfig.ran.openshift.io "<pre-caching_cr_name>" not found"

You can find the pre-caching job by running the following command on the managed cluster:

$ oc get jobs -n openshift-talo-pre-cache

Example of pre-caching job in progress

NAME        COMPLETIONS       DURATION      AGE
pre-cache   0/1               1s            1s

You can check the status of the pod created for the pre-caching job by running the following command:

$ oc describe pod pre-cache -n openshift-talo-pre-cache

Example of pre-caching job in progress

Type        Reason              Age    From              Message
Normal      SuccesfulCreate     19s    job-controller    Created pod: pre-cache-abcd1

You can get live updates on the status of the job by running the following command:
```
$ oc logs -f pre-cache-abcd1 -n openshift-talo-pre-cache
```

To verify the pre-cache job is successfully completed, run the following command:

$ oc describe pod pre-cache -n openshift-talo-pre-cache

Example of completed pre-cache job

Type        Reason              Age    From              Message
Normal      SuccesfulCreate     5m19s  job-controller    Created pod: pre-cache-abcd1
Normal      Completed           19s    job-controller    Job completed

To verify that the images are successfully pre-cached on the single-node OpenShift, do the following:
1. Enter into the node in debug mode:
  $ oc debug node/cnfdf00.example.lab
2. Change root to host:
  $ chroot /host/
3. Search for the desired images:
  $ sudo podman images | grep <operator_name>

Additional resources

Using the container image precache feature

About the auto-created ClusterGroupUpgrade CR for GitOps ZTP

TALM has a controller called ManagedClusterForCGU that monitors the Ready state of the ManagedCluster CRs on the hub cluster and creates the ClusterGroupUpgrade CRs for GitOps Zero Touch Provisioning (ZTP).

For any managed cluster in the Ready state without a ztp-done label applied, the ManagedClusterForCGU controller automatically creates a ClusterGroupUpgrade CR in the ztp-install namespace with its associated RHACM policies that are created during the GitOps ZTP process. TALM then remediates the set of configuration policies that are listed in the auto-created ClusterGroupUpgrade CR to push the configuration CRs to the managed cluster.

If there are no policies for the managed cluster at the time when the cluster becomes Ready, a ClusterGroupUpgrade CR with no policies is created. Upon completion of the ClusterGroupUpgrade the managed cluster is labeled as ztp-done. If there are policies that you want to apply for that managed cluster, manually create a ClusterGroupUpgrade as a day-2 operation.

Example of an auto-created ClusterGroupUpgrade CR for GitOps ZTP

apiVersion: ran.openshift.io/v1alpha1
kind: ClusterGroupUpgrade
metadata:
  generation: 1
  name: spoke1
  namespace: ztp-install
  ownerReferences:
  - apiVersion: cluster.open-cluster-management.io/v1
    blockOwnerDeletion: true
    controller: true
    kind: ManagedCluster
    name: spoke1
    uid: 98fdb9b2-51ee-4ee7-8f57-a84f7f35b9d5
  resourceVersion: "46666836"
  uid: b8be9cd2-764f-4a62-87d6-6b767852c7da
spec:
  actions:
    afterCompletion:
      addClusterLabels:
        ztp-done: "" (1)
      deleteClusterLabels:
        ztp-running: ""
      deleteObjects: true
    beforeEnable:
      addClusterLabels:
        ztp-running: "" (2)
  clusters:
  - spoke1
  enable: true
  managedPolicies:
  - common-spoke1-config-policy
  - common-spoke1-subscriptions-policy
  - group-spoke1-config-policy
  - spoke1-config-policy
  - group-spoke1-validator-du-policy
  preCaching: false
  remediationStrategy:
    maxConcurrency: 1
    timeout: 240

1	Applied to the managed cluster when TALM completes the cluster configuration.
2	Applied to the managed cluster when TALM starts deploying the configuration policies.