Upgrade OpenShift with Portworx on OCP on bare metal

Previously, Portworx came packaged with its own Prometheus deployment. With new versions of OpenShift, Portworx uses the OpenShift Prometheus deployment instead.

To upgrade your OpenShift in a manner that is compatible with Portworx, you must follow a specific process:

Perform upgrade tasks

Perform the following upgrade tasks on your OpenShift cluster:

1. Disable the Portworx Prometheus deployment in the Portworx StorageCluster spec:

spec:
  monitoring:
    prometheus:
      enabled: false
      exportMetrics: true
      alertManager:
        enabled: false

note

When you disable the Portworx Prometheus deployment, Autopilot rules stop functioning due to the absence of the Prometheus endpoints. You will need to manually perform pool or volume resizing operations until the OpenShift upgrade process is complete.

2. Upgrade your Portworx Operator to 23.10.3 or newer.

3. Upgrade your OpenShift cluster to 4.12 or newer.

Configure the OpenShift Prometheus deployment and fetch its Thanos host

After upgrading your OpenShift cluster, follow these steps to integrate OpenShift’s Prometheus deployment with Portworx:

1. Create a cluster-monitoring-config ConfigMap in the openshift-monitoring namespace to integrate OpenShift’s monitoring and alerting system with Portworx:

   apiVersion: v1
   kind: ConfigMap
   metadata:
     name: cluster-monitoring-config
     namespace: openshift-monitoring
   data:
     config.yaml: |
       enableUserWorkload: true

   The enableUserWorkload parameter enables monitoring for user-defined projects in the OpenShift cluster. This action creates a prometheus-operated service in the openshift-user-workload-monitoring namespace.

2. Fetch the Thanos host, which is part of the OpenShift monitoring stack:

   oc get route thanos-querier -n openshift-monitoring -o json | jq -r '.spec.host'

   thanos-querier-openshift-monitoring.tp-nextpx-iks-catalog-pl-80e1e1cd66534115bf44691bf8f01a6b-0000.us-south.containers.appdomain.cloud

   Configure Autopilot using the above route host to enable its access to Prometheus's statistics

Configure Autopilot

Edit the Autopilot spec within the Portworx manifest to include the Thanos Querier host URL you retrieved in the previous step. Replace <THANOS-QUERIER-HOST> with the actual host URL:

spec:
  autopilot:
    enabled: true
    image: <autopilot-image>
    providers:
    - name: default
      params:
        url: https://<THANOS-QUERIER-HOST>
      type: prometheus           

This configuration tells Autopilot to use the OpenShift Prometheus deployment (via Thanos Querier) for metrics and monitoring.

Configure Grafana

You can connect to Prometheus using Grafana to visualize your data. Grafana is a multi-platform open source analytics and interactive visualization web application. It provides charts, graphs, and alerts.

1. Enter the following commands to download the Grafana dashboard and datasource configuration files:

curl -O https://docs.portworx.com/samples/portworx-enterprise/k8s/pxc/grafana-dashboard-config.yaml

% Total    % Received % Xferd  Average Speed   Time    Time     Time  Current
                                Dload  Upload   Total   Spent    Left  Speed
100   211  100   211    0     0    596      0 --:--:-- --:--:-- --:--:--   596

curl -O https://docs.portworx.com/samples/portworx-enterprise/k8s/pxc/grafana-datasource-ocp.yaml

% Total    % Received % Xferd  Average Speed   Time    Time     Time  Current
                                Dload  Upload   Total   Spent    Left  Speed
100  1625  100  1625    0     0   4456      0 --:--:-- --:--:-- --:--:--  4464

2. Create the grafana service account:

oc apply -f https://docs.portworx.com/samples/portworx-enterprise/k8s/pxc/grafana-service-account.yaml

3. The grafana service account was created alongside the Grafana instance. Grant it the cluster-monitoring-view cluster role:

oc -n kube-system adm policy add-cluster-role-to-user cluster-monitoring-view -z grafana

4. The bearer token for this service account is used to authenticate access to OpenShift Prometheus. Create a service account token secret:

oc -n kube-system create token grafana --duration=8760h

5. Modify the grafana-datasource-ocp.yaml file:

   • On the url: https://<THANOS_QUERIER_HOST> line, replace <THANOS_QUERIER_HOST> with the URL you retrieved in the Fetch the Thanos Querier route host section:

   • On the httpHeaderValue1: 'Bearer <BEARER_TOKEN>' line, replace <BEARER_TOKEN> with the bearer token value you created in the step above.

6. Create a configmap for the dashboard and data source:

oc -n kube-system create configmap grafana-dashboard-config --from-file=grafana-dashboard-config.yaml

oc -n kube-system create configmap grafana-source-config --from-file=grafana-datasource-ocp.yaml

7. Download and install Grafana dashboards using the following commands:

curl "https://docs.portworx.com/samples/portworx-enterprise/k8s/pxc/portworx-cluster-dashboard.json" -o portworx-cluster-dashboard.json && \
curl "https://docs.portworx.com/samples/portworx-enterprise/k8s/pxc/portworx-node-dashboard.json" -o portworx-node-dashboard.json && \
curl "https://docs.portworx.com/samples/portworx-enterprise/k8s/pxc/portworx-volume-dashboard.json" -o portworx-volume-dashboard.json && \
curl "https://docs.portworx.com/samples/portworx-enterprise/k8s/pxc/portworx-performance-dashboard.json" -o portworx-performance-dashboard.json && \
curl "https://docs.portworx.com/samples/portworx-enterprise/k8s/pxc/portworx-etcd-dashboard.json" -o portworx-etcd-dashboard.json

oc -n kube-system create configmap grafana-dashboards \
--from-file=portworx-cluster-dashboard.json \
--from-file=portworx-performance-dashboard.json \
--from-file=portworx-node-dashboard.json \
--from-file=portworx-volume-dashboard.json \
--from-file=portworx-etcd-dashboard.json 

8. Enter the following command to download and install the Grafana YAML file:

oc apply -f https://docs.portworx.com/samples/portworx-enterprise/k8s/pxc/grafana-ocp.yaml

9. Verify if the Grafana pod is running using the following command:

oc -n kube-system get pods | grep -i grafana

grafana-7d789d5cf9-bklf2                   1/1     Running   0              3m12s

10. Access Grafana by setting up port forwarding and browsing to the specified port. In this example, port forwarding is provided for ease of access to the Grafana service from your local machine using the port 3000:

oc -n kube-system port-forward service/grafana 3000:3000

11. Navigate to Grafana by browsing to http://localhost:3000.

12. Enter the default credentials to log in.

• login: admin
• password: admin