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Prerequisites

  • Have access to the cluster as a user with admin privileges. See Using RBAC to define and apply permissions.

  • Have a recent etcd backup in case your update fails and you must restore your cluster to a previous state.

  • Support for Fedora7 workers is removed in OKD 4. You must replace Fedora7 workers with Fedora8 or FCOS workers before upgrading to OKD 4. Red Hat does not support in-place Fedora7 to Fedora8 upgrades for Fedora workers; those hosts must be replaced with a clean operating system install.

  • Ensure all Operators previously installed through Operator Lifecycle Manager (OLM) are updated to their latest version in their latest channel. Updating the Operators ensures they have a valid update path when the default OperatorHub catalogs switch from the current minor version to the next during a cluster update. See Upgrading installed Operators for more information.

  • Ensure that all machine config pools (MCPs) are running and not paused. Nodes associated with a paused MCP are skipped during the update process. You can pause the MCPs if you are performing a canary rollout update strategy.

  • If your cluster uses manually maintained credentials, ensure that the Cloud Credential Operator (CCO) is in an upgradeable state. For more information, see Upgrading clusters with manually maintained credentials.

  • If your cluster uses manually maintained credentials with the AWS Secure Token Service (STS), obtain a copy of the ccoctl utility from the release image being updated to and use it to process any updated credentials. For more information, see Upgrading an OpenShift Container Platform cluster configured for manual mode with STS.

  • Ensure that you address all Upgradeable=False conditions so the cluster allows an update to the next minor version. An alert displays at the top of the Cluster Settings page when you have one or more cluster Operators that cannot be upgraded. You can still update to the next available patch update for the minor release you are currently on.

  • When an update is failing to complete, the Cluster Version Operator (CVO) reports the status of any blocking components while attempting to reconcile the update. Rolling your cluster back to a previous version is not supported. If your update is failing to complete, contact Red Hat support.

  • Using the unsupportedConfigOverrides section to modify the configuration of an Operator is unsupported and might block cluster upgrades. You must remove this setting before you can upgrade your cluster.

Upgrading clusters with manually maintained credentials

The Cloud Credential Operator (CCO) Upgradable status for a cluster with manually maintained credentials is False by default.

  • For minor releases, for example, from 4.9 to 4.10, this status prevents you from upgrading until you have addressed any updated permissions and annotated the CloudCredential resource to indicate that the permissions are updated as needed for the next version. This annotation changes the Upgradable status to True.

  • For z-stream releases, for example, from 4.10.0 to 4.10.1, no permissions are added or changed, so the upgrade is not blocked.

Before upgrading a cluster with manually maintained credentials, you must create any new credentials for the release image that you are upgrading to. Additionally, you must review the required permissions for existing credentials and accommodate any new permissions requirements in the new release for those components.

Procedure
  1. Extract and examine the CredentialsRequest custom resource for the new release.

    The "Manually creating IAM" section of the installation content for your cloud provider explains how to obtain and use the credentials required for your cloud.

  2. Update the manually maintained credentials on your cluster:

    • Create new secrets for any CredentialsRequest custom resources that are added by the new release image.

    • If the CredentialsRequest custom resources for any existing credentials that are stored in secrets have changed their permissions requirements, update the permissions as required.

  3. When all of the secrets are correct for the new release, indicate that the cluster is ready to upgrade:

    1. Log in to the OKD CLI as a user with the cluster-admin role.

    2. Edit the CloudCredential resource to add an upgradeable-to annotation within the metadata field:

      $ oc edit cloudcredential cluster
      Text to add
      ...
        metadata:
          annotations:
            cloudcredential.openshift.io/upgradeable-to: <version_number>
      ...

      Where <version_number> is the version you are upgrading to, in the format x.y.z. For example, 4.8.2 for OKD 4.8.2.

      It may take several minutes after adding the annotation for the upgradeable status to change.

Verification
  1. In the Administrator perspective of the web console, navigate to AdministrationCluster Settings.

  2. To view the CCO status details, click cloud-credential in the Cluster Operators list.

    1. If the Upgradeable status in the Conditions section is False, verify that the upgradeable-to annotation is free of typographical errors. When the Upgradeable status in the Conditions section is True, you can begin the OKD upgrade.

Pausing a MachineHealthCheck resource

During the upgrade process, nodes in the cluster might become temporarily unavailable. In the case of worker nodes, the machine health check might identify such nodes as unhealthy and reboot them. To avoid rebooting such nodes, pause all the MachineHealthCheck resources before updating the cluster.

Prerequisites
  • Install the OpenShift CLI (oc).

Procedure
  1. To list all the available MachineHealthCheck resources that you want to pause, run the following command:

    $ oc get machinehealthcheck -n openshift-machine-api
  2. To pause the machine health checks, add the cluster.x-k8s.io/paused="" annotation to the MachineHealthCheck resource. Run the following command:

    $ oc -n openshift-machine-api annotate mhc <mhc-name> cluster.x-k8s.io/paused=""

    The annotated MachineHealthCheck resource resembles the following YAML file:

    apiVersion: machine.openshift.io/v1beta1
    kind: MachineHealthCheck
    metadata:
      name: example
      namespace: openshift-machine-api
      annotations:
        cluster.x-k8s.io/paused: ""
    spec:
      selector:
        matchLabels:
          role: worker
      unhealthyConditions:
      - type:    "Ready"
        status:  "Unknown"
        timeout: "300s"
      - type:    "Ready"
        status:  "False"
        timeout: "300s"
      maxUnhealthy: "40%"
    status:
      currentHealthy: 5
      expectedMachines: 5

    Resume the machine health checks after updating the cluster. To resume the check, remove the pause annotation from the MachineHealthCheck resource by running the following command:

    $ oc -n openshift-machine-api annotate mhc <mhc-name> cluster.x-k8s.io/paused-

About updating single node OKD

You can update, or upgrade, a single-node OKD cluster by using either the console or CLI.

However, note the following limitations:

  • The prerequisite to pause the MachineHealthCheck resources is not required because there is no other node to perform the health check.

  • Restoring a single-node OKD cluster using an etcd backup is not officially supported. However, it is good practice to perform the etcd backup in case your upgrade fails. If your control plane is healthy, you might be able to restore your cluster to a previous state by using the backup.

  • Updating a single-node OKD cluster requires downtime and can include an automatic reboot. The amount of downtime depends on the update payload, as described in the following scenarios:

    • If the update payload contains an operating system update, which requires a reboot, the downtime is significant and impacts cluster management and user workloads.

    • If the update contains machine configuration changes that do not require a reboot, the downtime is less, and the impact on the cluster management and user workloads is lessened. In this case, the node draining step is skipped with single-node OKD because there is no other node in the cluster to reschedule the workloads to.

    • If the update payload does not contain an operating system update or machine configuration changes, a short API outage occurs and resolves quickly.

There are conditions, such as bugs in an updated package, that can cause the single node to not restart after a reboot. In this case, the update does not rollback automatically.

Additional resources

Updating a cluster by using the CLI

If updates are available, you can update your cluster by using the OpenShift CLI (oc).

You can find information about available OKD advisories and updates in the errata section of the Customer Portal.

Prerequisites
  • Install the OpenShift CLI (oc) that matches the version for your updated version.

  • Log in to the cluster as user with cluster-admin privileges.

  • Install the jq package.

  • Pause all MachineHealthCheck resources.

Procedure
  1. Ensure that your cluster is available:

    $ oc get clusterversion
    Example output
    NAME      VERSION   AVAILABLE   PROGRESSING   SINCE   STATUS
    version   4.9.23     True        False         158m    Cluster version is 4.9.23
  2. Review the current update channel information and confirm that your channel is set to stable-4.10:

    $ oc get clusterversion -o json|jq ".items[0].spec"
    Example output
    {
      "channel": "stable-4.10",
      "clusterID": "990f7ab8-109b-4c95-8480-2bd1deec55ff"
    }

    For production clusters, you must subscribe to a stable-* or fast-* channel.

  3. View the available updates and note the version number of the update that you want to apply:

    $ oc adm upgrade
    Example output
    Cluster version is 4.9.23
    
    Updates:
    
    VERSION IMAGE
    4.10.0  quay.io/openshift-release-dev/ocp-release@sha256:9c5f0df8b192a0d7b46cd5f6a4da2289c155fd5302dec7954f8f06c878160b8b
  4. Apply an update:

    • To update to the latest version:

      $ oc adm upgrade --to-latest=true (1)
    • To update to a specific version:

      $ oc adm upgrade --to=<version> (1)
      1 <version> is the update version that you obtained from the output of the previous command.
  5. Review the status of the Cluster Version Operator:

    $ oc get clusterversion -o json|jq ".items[0].spec"
    Example output
    {
      "channel": "stable-4.10",
      "clusterID": "990f7ab8-109b-4c95-8480-2bd1deec55ff",
      "desiredUpdate": {
        "force": false,
        "image": "quay.io/openshift-release-dev/ocp-release@sha256:9c5f0df8b192a0d7b46cd5f6a4da2289c155fd5302dec7954f8f06c878160b8b",
        "version": "4.10.0" (1)
      }
    }
    1 If the version number in the desiredUpdate stanza matches the value that you specified, the update is in progress.
  6. Review the cluster version status history to monitor the status of the update. It might take some time for all the objects to finish updating.

    $ oc get clusterversion -o json|jq ".items[0].status.history"
    Example output
    [
      {
        "completionTime": null,
        "image": "quay.io/openshift-release-dev/ocp-release@sha256:b8fa13e09d869089fc5957c32b02b7d3792a0b6f36693432acc0409615ab23b7",
        "startedTime": "2021-01-28T20:30:50Z",
        "state": "Partial",
        "verified": true,
        "version": "4.10.0"
      },
      {
        "completionTime": "2021-01-28T20:30:50Z",
        "image": "quay.io/openshift-release-dev/ocp-release@sha256:b8fa13e09d869089fc5957c32b02b7d3792a0b6f36693432acc0409615ab23b7",
        "startedTime": "2021-01-28T17:38:10Z",
        "state": "Completed",
        "verified": false,
        "version": "4.8.13"
      }
    ]

    The history contains a list of the most recent versions applied to the cluster. This value is updated when the CVO applies an update. The list is ordered by date, where the newest update is first in the list. Updates in the history have state Completed if the rollout completed and Partial if the update failed or did not complete.

  7. After the update completes, you can confirm that the cluster version has updated to the new version:

    $ oc get clusterversion
    Example output
    NAME      VERSION     AVAILABLE   PROGRESSING   SINCE     STATUS
    version   4.10.0      True        False         2m        Cluster version is 4.10.0
  8. If you are upgrading your cluster to the next minor version, like version 4.y to 4.(y+1), it is recommended to confirm your nodes are upgraded before deploying workloads that rely on a new feature:

    $ oc get nodes
    Example output
    NAME                           STATUS   ROLES    AGE   VERSION
    ip-10-0-168-251.ec2.internal   Ready    master   82m   v1.23.0
    ip-10-0-170-223.ec2.internal   Ready    master   82m   v1.23.0
    ip-10-0-179-95.ec2.internal    Ready    worker   70m   v1.23.0
    ip-10-0-182-134.ec2.internal   Ready    worker   70m   v1.23.0
    ip-10-0-211-16.ec2.internal    Ready    master   82m   v1.23.0
    ip-10-0-250-100.ec2.internal   Ready    worker   69m   v1.23.0

Updating along a conditional upgrade path

You can update along a recommended conditional upgrade path using the web console or the OpenShift CLI (oc). When a conditional update is not recommended for your cluster, you can update along a conditional upgrade path using the OpenShift CLI (oc) 4.10 or later.

Procedure
  1. To view the description of the update when it is not recommended because a risk might apply, run the following command:

    $ oc adm upgrade --include-not-recommended
  2. If the cluster administrator evaluates the potential known risks and decides it is acceptable for the current cluster, then the administrator can waive the safety guards and proceed the update by running the following command:

    $ oc adm upgrade --allow-not-recommended --to <version> (1)
    1 <version> is the supported but not recommended update version that you obtained from the output of the previous command.
Additional resources

Changing the update server by using the CLI

Changing the update server is optional. If you have an OpenShift Update Service (OSUS) installed and configured locally, you must set the URL for the server as the upstream to use the local server during updates. The default value for upstream is https://api.openshift.com/api/upgrades_info/v1/graph.

Procedure
  • Change the upstream parameter value in the cluster version:

    $ oc patch clusterversion/version --patch '{"spec":{"upstream":"<update-server-url>"}}' --type=merge

    The <update-server-url> variable specifies the URL for the update server.

    Example output
    clusterversion.config.openshift.io/version patched