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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.

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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.

Installing the OADP Operator

You install the OpenShift API for Data Protection (OADP) Operator on OKD 4.8 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

  1. In the OKD web console, click Operators → OperatorHub.

  2. Use the Filter by keyword field to find the OADP Operator.

  3. Select the OADP Operator and click Install.

  4. Click Install to install the Operator in the openshift-adp project.

  5. Click Operators → Installed Operators to verify the installation.

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

  1. Create an AWS S3 bucket:

    $ aws s3api create-bucket \
    --bucket <bucket> \ (1)
    --region <bucket_region> (2)
    1 Specify your S3 bucket name.
    2 Specify your S3 bucket region, for example, us-east-1.

  2. Create the IAM user velero:

    $ aws iam create-user --user-name velero

  3. 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

  4. 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>" (1)
            ]
        }
    ]
}
EOF
    1 To grant access to a single S3 bucket, specify the bucket name. To grant access to all AWS S3 buckets, specify * instead of a bucket name as in the following example:
    Example output
    "Resource": [
    "arn:aws:s3:::*"

  5. 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

  6. 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

  7. 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> (1)
    }
}

  8. 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 a Secret object for AWS before you install the Data Protection Application.

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.

    The DataProtectionApplication custom resource (CR) requires a Secret for installation. If no spec.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 empty credentials-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.

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

  1. 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>

  2. Create a Secret object with the credentials-velero file:

    $ oc create secret generic cloud-credentials -n openshift-adp --from-file cloud=credentials-velero (1)

  3. 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"

Configuring the Data Protection Application

You can configure Velero resource allocations and enable self-signed CA certificates.

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:
        resourceAllocations:
          limits:
            cpu: "1" (1)
            memory: 512Mi (2)
          requests:
            cpu: 500m (3)
            memory: 256Mi (4)
    1 Specify the value in millicpus or CPU units. Default value is 500m or 1 CPU unit.
    2 Default value is 512Mi.
    3 Default value is 500m or 1 CPU unit.
    4 Default value is 256Mi.

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 and spec.backupLocations.velero.config parameters of the DataProtectionApplication 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)
...
    1 Specify the Base46-encoded CA certificate string.
    2 Must be false to disable SSL/TLS security.

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.

    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:
  name: <dpa_sample>
  namespace: openshift-adp
spec:
  configuration:
    velero:
      defaultPlugins:
        - openshift (1)
        - aws
    restic:
      enable: true (2)
  backupLocations:
    - name: default
      velero:
        provider: aws
        default: true
        objectStorage:
          bucket: <bucket_name> (3)
          prefix: <prefix> (4)
        config:
          region: <region>
          profile: "default"
        credential:
          key: cloud
          name: cloud-credentials (5)
  snapshotLocations: (6)
    - name: default
      velero:
        provider: aws
        config:
          region: <region> (7)
          profile: "default"
    1 The openshift plugin is mandatory in order to back up and restore namespaces on an OKD cluster.
    2 Set to false if you want to disable the Restic installation. Restic deploys a daemon set, which means that each worker node has Restic pods running. You configure Restic for backups by adding spec.defaultVolumesToRestic: true to the Backup CR.
    3 Specify a bucket as the backup storage location. If the bucket is not a dedicated bucket for Velero backups, you must specify a prefix.
    4 Specify a prefix for Velero backups, for example, velero, if the bucket is used for multiple purposes.
    5 Specify the name of the Secret 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.
    6 You do not need to specify a snapshot location if you use CSI snapshots or Restic to back up PVs.
    7 The snapshot location must be in the same region as the PVs.

  4. Click Create.

  5. 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

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)
    1 Add the csi default plugin.
    2 Add the EnableCSI feature flag.