Backup, restore, and disaster recovery for hosted control planes

If you need to back up and restore etcd on a hosted cluster or provide disaster recovery for a hosted cluster, see the following procedures.

Backing up and restoring etcd on a hosted cluster

If you use hosted control planes on OKD, the process to back up and restore etcd is different from the usual etcd backup process.

Taking a snapshot of etcd on a hosted cluster

As part of the process to back up etcd for a hosted cluster, you take a snapshot of etcd. After you take the snapshot, you can restore it, for example, as part of a disaster recovery operation.

Procedure

1. Pause reconciliation of the hosted cluster by entering this command:

   $ oc patch -n clusters hostedclusters/${CLUSTER_NAME} -p '{"spec":{"pausedUntil":"'${PAUSED_UNTIL}'"}}' --type=merge

2. Stop all etcd-writer deployments by entering this command:

   $ oc scale deployment -n ${HOSTED_CLUSTER_NAMESPACE} --replicas=0 kube-apiserver openshift-apiserver openshift-oauth-apiserver

3. Take an etcd snapshot by using the exec command in each etcd container:

   $ oc exec -it etcd-0 -n ${HOSTED_CLUSTER_NAMESPACE} -- env ETCDCTL_API=3 /usr/bin/etcdctl --cacert /etc/etcd/tls/client/etcd-client-ca.crt --cert /etc/etcd/tls/client/etcd-client.crt --key /etc/etcd/tls/client/etcd-client.key --endpoints=localhost:2379 snapshot save /var/lib/data/snapshot.db
   $ oc exec -it etcd-0 -n ${HOSTED_CLUSTER_NAMESPACE} -- env ETCDCTL_API=3 /usr/bin/etcdctl -w table snapshot status /var/lib/data/snapshot.db

4. Copy the snapshot data to a location where you can retrieve it later, such as an S3 bucket, as shown in the following example.

   The following example uses signature version 2. If you are in a region that supports signature version 4, such as the us-east-2 region, use signature version 4. Otherwise, if you use signature version 2 to copy the snapshot to an S3 bucket, the upload fails and signature version 2 is deprecated.

   Example

   BUCKET_NAME=somebucket
   FILEPATH="/${BUCKET_NAME}/${CLUSTER_NAME}-snapshot.db"
   CONTENT_TYPE="application/x-compressed-tar"
   DATE_VALUE=`date -R`
   SIGNATURE_STRING="PUT\n\n${CONTENT_TYPE}\n${DATE_VALUE}\n${FILEPATH}"
   ACCESS_KEY=accesskey
   SECRET_KEY=secret
   SIGNATURE_HASH=`echo -en ${SIGNATURE_STRING} | openssl sha1 -hmac ${SECRET_KEY} -binary | base64`
   oc exec -it etcd-0 -n ${HOSTED_CLUSTER_NAMESPACE} -- curl -X PUT -T "/var/lib/data/snapshot.db" \
     -H "Host: ${BUCKET_NAME}.s3.amazonaws.com" \
     -H "Date: ${DATE_VALUE}" \
     -H "Content-Type: ${CONTENT_TYPE}" \
     -H "Authorization: AWS ${ACCESS_KEY}:${SIGNATURE_HASH}" \
     https://${BUCKET_NAME}.s3.amazonaws.com/${CLUSTER_NAME}-snapshot.db

5. If you want to be able to restore the snapshot on a new cluster later, save the encryption secret that the hosted cluster references, as shown in this example:

   Example

   oc get hostedcluster $CLUSTER_NAME -o=jsonpath='{.spec.secretEncryption.aescbc}'
   {"activeKey":{"name":"CLUSTER_NAME-etcd-encryption-key"}}
   # Save this secret, or the key it contains so the etcd data can later be decrypted
   oc get secret ${CLUSTER_NAME}-etcd-encryption-key -o=jsonpath='{.data.key}'

Next steps

Restore the etcd snapshot.

Restoring an etcd snapshot on a hosted cluster

If you have a snapshot of etcd from your hosted cluster, you can restore it. Currently, you can restore an etcd snapshot only during cluster creation.

To restore an etcd snapshot, you modify the output from the create cluster --render command and define a restoreSnapshotURL value in the etcd section of the HostedCluster specification.

Prerequisites

You took an etcd snapshot on a hosted cluster.

Procedure

1. On the aws command-line interface (CLI), create a pre-signed URL so that you can download your etcd snapshot from S3 without passing credentials to the etcd deployment:

   ETCD_SNAPSHOT=${ETCD_SNAPSHOT:-"s3://${BUCKET_NAME}/${CLUSTER_NAME}-snapshot.db"}
   ETCD_SNAPSHOT_URL=$(aws s3 presign ${ETCD_SNAPSHOT})

2. Modify the HostedCluster specification to refer to the URL:

   spec:
     etcd:
       managed:
         storage:
           persistentVolume:
             size: 4Gi
           type: PersistentVolume
           restoreSnapshotURL:
           - "${ETCD_SNAPSHOT_URL}"
       managementType: Managed

3. Ensure that the secret that you referenced from the spec.secretEncryption.aescbc value contains the same AES key that you saved in the previous steps.

Disaster recovery for a hosted cluster within an AWS region

In a situation where you need disaster recovery (DR) for a hosted cluster, you can recover a hosted cluster to the same region within AWS. For example, you need DR when the upgrade of a management cluster fails and the hosted cluster is in a read-only state.

The DR process involves three main steps:

1. Backing up the hosted cluster on the source management cluster

2. Restoring the hosted cluster on a destination management cluster

3. Deleting the hosted cluster from the source management cluster

Your workloads remain running during the process. The Cluster API might be unavailable for a period, but that will not affect the services that are running on the worker nodes.

—external-dns-provider=aws \
—external-dns-credentials=<AWS Credentials location> \
—external-dns-domain-filter=<DNS Base Domain>

Example environment and context

Consider an scenario where you have three clusters to restore. Two are management clusters, and one is a hosted cluster. You can restore either the control plane only or the control plane and the nodes. Before you begin, you need the following information:

• Source MGMT Namespace: The source management namespace

• Source MGMT ClusterName: The source management cluster name

• Source MGMT Kubeconfig: The source management kubeconfig file

• Destination MGMT Kubeconfig: The destination management kubeconfig file

• HC Kubeconfig: The hosted cluster kubeconfig file

• SSH key file: The SSH public key

• Pull secret: The pull secret file to access the release images

• AWS credentials

• AWS region

• Base domain: The DNS base domain to use as an external DNS

• S3 bucket name: The bucket in the AWS region where you plan to upload the etcd backup

This information is shown in the following example environment variables.

Example environment variables

SSH_KEY_FILE=${HOME}/.ssh/id_rsa.pub
BASE_PATH=${HOME}/hypershift
BASE_DOMAIN="aws.sample.com"
PULL_SECRET_FILE="${HOME}/pull_secret.json"
AWS_CREDS="${HOME}/.aws/credentials"
AWS_ZONE_ID="Z02718293M33QHDEQBROL"
CONTROL_PLANE_AVAILABILITY_POLICY=SingleReplica
HYPERSHIFT_PATH=${BASE_PATH}/src/hypershift
HYPERSHIFT_CLI=${HYPERSHIFT_PATH}/bin/hypershift
HYPERSHIFT_IMAGE=${HYPERSHIFT_IMAGE:-"quay.io/${USER}/hypershift:latest"}
NODE_POOL_REPLICAS=${NODE_POOL_REPLICAS:-2}
# MGMT Context
MGMT_REGION=us-west-1
MGMT_CLUSTER_NAME="${USER}-dev"
MGMT_CLUSTER_NS=${USER}
MGMT_CLUSTER_DIR="${BASE_PATH}/hosted_clusters/${MGMT_CLUSTER_NS}-${MGMT_CLUSTER_NAME}"
MGMT_KUBECONFIG="${MGMT_CLUSTER_DIR}/kubeconfig"
# MGMT2 Context
MGMT2_CLUSTER_NAME="${USER}-dest"
MGMT2_CLUSTER_NS=${USER}
MGMT2_CLUSTER_DIR="${BASE_PATH}/hosted_clusters/${MGMT2_CLUSTER_NS}-${MGMT2_CLUSTER_NAME}"
MGMT2_KUBECONFIG="${MGMT2_CLUSTER_DIR}/kubeconfig"
# Hosted Cluster Context
HC_CLUSTER_NS=clusters
HC_REGION=us-west-1
HC_CLUSTER_NAME="${USER}-hosted"
HC_CLUSTER_DIR="${BASE_PATH}/hosted_clusters/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}"
HC_KUBECONFIG="${HC_CLUSTER_DIR}/kubeconfig"
BACKUP_DIR=${HC_CLUSTER_DIR}/backup
BUCKET_NAME="${USER}-hosted-${MGMT_REGION}"
# DNS
AWS_ZONE_ID="Z07342811SH9AA102K1AC"
EXTERNAL_DNS_DOMAIN="hc.jpdv.aws.kerbeross.com"

Overview of the backup and restore process

The backup and restore process works as follows:

1. On management cluster 1, which you can think of as the source management cluster, the control plane and workers interact by using the external DNS API. The external DNS API is accessible, and a load balancer sits between the management clusters.

   

2. You take a snapshot of the hosted cluster, which includes etcd, the control plane, and the worker nodes. During this process, the worker nodes continue to try to access the external DNS API even if it is not accessible, the workloads are running, the control plane is saved in a local manifest file, and etcd is backed up to an S3 bucket. The data plane is active and the control plane is paused.

   

3. On management cluster 2, which you can think of as the destination management cluster, you restore etcd from the S3 bucket and restore the control plane from the local manifest file. During this process, the external DNS API is stopped, the hosted cluster API becomes inaccessible, and any workers that use the API are unable to update their manifest files, but the workloads are still running.

   

4. The external DNS API is accessible again, and the worker nodes use it to move to management cluster 2. The external DNS API can access the load balancer that points to the control plane.

   

5. On management cluster 2, the control plane and worker nodes interact by using the external DNS API. The resources are deleted from management cluster 1, except for the S3 backup of etcd. If you try to set up the hosted cluster again on mangagement cluster 1, it will not work.

   

You can manually back up and restore your hosted cluster, or you can run a script to complete the process. For more information about the script, see “Running a script to back up and restore a hosted cluster”.

Backing up a hosted cluster

To recover your hosted cluster in your target management cluster, you first need to back up all of the relevant data.

Procedure

1. Create a configmap file to declare the source management cluster by entering this command:

   $ oc create configmap mgmt-parent-cluster -n default --from-literal=from=${MGMT_CLUSTER_NAME}

2. Shut down the reconciliation in the hosted cluster and in the node pools by entering these commands:

   PAUSED_UNTIL="true"
   oc patch -n ${HC_CLUSTER_NS} hostedclusters/${HC_CLUSTER_NAME} -p '{"spec":{"pausedUntil":"'${PAUSED_UNTIL}'"}}' --type=merge
   oc scale deployment -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} --replicas=0 kube-apiserver openshift-apiserver openshift-oauth-apiserver control-plane-operator

   PAUSED_UNTIL="true"
   oc patch -n ${HC_CLUSTER_NS} hostedclusters/${HC_CLUSTER_NAME} -p '{"spec":{"pausedUntil":"'${PAUSED_UNTIL}'"}}' --type=merge
   oc patch -n ${HC_CLUSTER_NS} nodepools/${NODEPOOLS} -p '{"spec":{"pausedUntil":"'${PAUSED_UNTIL}'"}}' --type=merge
   oc scale deployment -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} --replicas=0 kube-apiserver openshift-apiserver openshift-oauth-apiserver control-plane-operator

3. Back up etcd and upload the data to an S3 bucket by running this bash script:

   Wrap this script in a function and call it from the main function.

   # ETCD Backup
   ETCD_PODS="etcd-0"
   if [ "${CONTROL_PLANE_AVAILABILITY_POLICY}" = "HighlyAvailable" ]; then
     ETCD_PODS="etcd-0 etcd-1 etcd-2"
   fi
   for POD in ${ETCD_PODS}; do
     # Create an etcd snapshot
     oc exec -it ${POD} -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -- env ETCDCTL_API=3 /usr/bin/etcdctl --cacert /etc/etcd/tls/client/etcd-client-ca.crt --cert /etc/etcd/tls/client/etcd-client.crt --key /etc/etcd/tls/client/etcd-client.key --endpoints=localhost:2379 snapshot save /var/lib/data/snapshot.db
     oc exec -it ${POD} -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -- env ETCDCTL_API=3 /usr/bin/etcdctl -w table snapshot status /var/lib/data/snapshot.db
     FILEPATH="/${BUCKET_NAME}/${HC_CLUSTER_NAME}-${POD}-snapshot.db"
     CONTENT_TYPE="application/x-compressed-tar"
     DATE_VALUE=`date -R`
     SIGNATURE_STRING="PUT\n\n${CONTENT_TYPE}\n${DATE_VALUE}\n${FILEPATH}"
     set +x
     ACCESS_KEY=$(grep aws_access_key_id ${AWS_CREDS} | head -n1 | cut -d= -f2 | sed "s/ //g")
     SECRET_KEY=$(grep aws_secret_access_key ${AWS_CREDS} | head -n1 | cut -d= -f2 | sed "s/ //g")
     SIGNATURE_HASH=$(echo -en ${SIGNATURE_STRING} | openssl sha1 -hmac "${SECRET_KEY}" -binary | base64)
     set -x
     # FIXME: this is pushing to the OIDC bucket
     oc exec -it etcd-0 -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -- curl -X PUT -T "/var/lib/data/snapshot.db" \
       -H "Host: ${BUCKET_NAME}.s3.amazonaws.com" \
       -H "Date: ${DATE_VALUE}" \
       -H "Content-Type: ${CONTENT_TYPE}" \
       -H "Authorization: AWS ${ACCESS_KEY}:${SIGNATURE_HASH}" \
       https://${BUCKET_NAME}.s3.amazonaws.com/${HC_CLUSTER_NAME}-${POD}-snapshot.db
   done

   For more information about backing up etcd, see “Backing up and restoring etcd on a hosted cluster”.

4. Back up Kubernetes and OKD objects by entering the following commands. You need to back up the following objects:

   • HostedCluster and NodePool objects from the HostedCluster namespace

   • HostedCluster secrets from the HostedCluster namespace

   • HostedControlPlane from the Hosted Control Plane namespace

   • Cluster from the Hosted Control Plane namespace

   • AWSCluster, AWSMachineTemplate, and AWSMachine from the Hosted Control Plane namespace

   • MachineDeployments, MachineSets, and Machines from the Hosted Control Plane namespace

   • ControlPlane secrets from the Hosted Control Plane namespace

     mkdir -p ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS} ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}
     chmod 700 ${BACKUP_DIR}/namespaces/
     # HostedCluster
     echo "Backing Up HostedCluster Objects:"
     oc get hc ${HC_CLUSTER_NAME} -n ${HC_CLUSTER_NS} -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/hc-${HC_CLUSTER_NAME}.yaml
     echo "--> HostedCluster"
     sed -i '' -e '/^status:$/,$d' ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/hc-${HC_CLUSTER_NAME}.yaml
     # NodePool
     oc get np ${NODEPOOLS} -n ${HC_CLUSTER_NS} -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/np-${NODEPOOLS}.yaml
     echo "--> NodePool"
     sed -i '' -e '/^status:$/,$ d' ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/np-${NODEPOOLS}.yaml
     # Secrets in the HC Namespace
     echo "--> HostedCluster Secrets:"
     for s in $(oc get secret -n ${HC_CLUSTER_NS} | grep "^${HC_CLUSTER_NAME}" | awk '{print $1}'); do
         oc get secret -n ${HC_CLUSTER_NS} $s -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/secret-${s}.yaml
     done
     # Secrets in the HC Control Plane Namespace
     echo "--> HostedCluster ControlPlane Secrets:"
     for s in $(oc get secret -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} | egrep -v "docker|service-account-token|oauth-openshift|NAME|token-${HC_CLUSTER_NAME}" | awk '{print $1}'); do
         oc get secret -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} $s -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/secret-${s}.yaml
     done
     # Hosted Control Plane
     echo "--> HostedControlPlane:"
     oc get hcp ${HC_CLUSTER_NAME} -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/hcp-${HC_CLUSTER_NAME}.yaml
     # Cluster
     echo "--> Cluster:"
     CL_NAME=$(oc get hcp ${HC_CLUSTER_NAME} -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o jsonpath={.metadata.labels.\*} | grep ${HC_CLUSTER_NAME})
     oc get cluster ${CL_NAME} -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/cl-${HC_CLUSTER_NAME}.yaml
     # AWS Cluster
     echo "--> AWS Cluster:"
     oc get awscluster ${HC_CLUSTER_NAME} -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/awscl-${HC_CLUSTER_NAME}.yaml
     # AWS MachineTemplate
     echo "--> AWS Machine Template:"
     oc get awsmachinetemplate ${NODEPOOLS} -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/awsmt-${HC_CLUSTER_NAME}.yaml
     # AWS Machines
     echo "--> AWS Machine:"
     CL_NAME=$(oc get hcp ${HC_CLUSTER_NAME} -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o jsonpath={.metadata.labels.\*} | grep ${HC_CLUSTER_NAME})
     for s in $(oc get awsmachines -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} --no-headers | grep ${CL_NAME} | cut -f1 -d\ ); do
         oc get -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} awsmachines $s -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/awsm-${s}.yaml
     done
     # MachineDeployments
     echo "--> HostedCluster MachineDeployments:"
     for s in $(oc get machinedeployment -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o name); do
         mdp_name=$(echo ${s} | cut -f 2 -d /)
         oc get -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} $s -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/machinedeployment-${mdp_name}.yaml
     done
     # MachineSets
     echo "--> HostedCluster MachineSets:"
     for s in $(oc get machineset -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o name); do
         ms_name=$(echo ${s} | cut -f 2 -d /)
         oc get -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} $s -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/machineset-${ms_name}.yaml
     done
     # Machines
     echo "--> HostedCluster Machine:"
     for s in $(oc get machine -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o name); do
         m_name=$(echo ${s} | cut -f 2 -d /)
         oc get -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} $s -o yaml > ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/machine-${m_name}.yaml
     done

5. Clean up the ControlPlane routes by entering this command:

   $ oc delete routes -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} --all

   By entering that command, you enable the ExternalDNS Operator to delete the Route53 entries.

6. Verify that the Route53 entries are clean by running this script:

   function clean_routes() {
       if [[ -z "${1}" ]];then
           echo "Give me the NS where to clean the routes"
           exit 1
       fi
       # Constants
       if [[ -z "${2}" ]];then
           echo "Give me the Route53 zone ID"
           exit 1
       fi
       ZONE_ID=${2}
       ROUTES=10
       timeout=40
       count=0
       # This allows us to remove the ownership in the AWS for the API route
       oc delete route -n ${1} --all
       while [ ${ROUTES} -gt 2 ]
       do
           echo "Waiting for ExternalDNS Operator to clean the DNS Records in AWS Route53 where the zone id is: ${ZONE_ID}..."
           echo "Try: (${count}/${timeout})"
           sleep 10
           if [[ $count -eq timeout ]];then
               echo "Timeout waiting for cleaning the Route53 DNS records"
               exit 1
           fi
           count=$((count+1))
           ROUTES=$(aws route53 list-resource-record-sets --hosted-zone-id ${ZONE_ID} --max-items 10000 --output json | grep -c ${EXTERNAL_DNS_DOMAIN})
       done
   }
   # SAMPLE: clean_routes "<HC ControlPlane Namespace>" "<AWS_ZONE_ID>"
   clean_routes "${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}" "${AWS_ZONE_ID}"

Verification

Check all of the OKD objects and the S3 bucket to verify that everything looks as expected.

Next steps

Restore your hosted cluster.

Restoring a hosted cluster

Gather all of the objects that you backed up and restore them in your destination management cluster.

Prerequisites

You backed up the data from your source management cluster.

Procedure

1. Verify that the new management cluster does not contain any namespaces from the cluster that you are restoring by entering these commands:

   # Just in case
   export KUBECONFIG=${MGMT2_KUBECONFIG}
   BACKUP_DIR=${HC_CLUSTER_DIR}/backup
   # Namespace deletion in the destination Management cluster
   $ oc delete ns ${HC_CLUSTER_NS} || true
   $ oc delete ns ${HC_CLUSTER_NS}-{HC_CLUSTER_NAME} || true

2. Re-create the deleted namespaces by entering these commands:

   # Namespace creation
   $ oc new-project ${HC_CLUSTER_NS}
   $ oc new-project ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}

3. Restore the secrets in the HC namespace by entering this command:

   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/secret-*

4. Restore the objects in the HostedCluster control plane namespace by entering these commands:

   # Secrets
   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/secret-*
   # Cluster
   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/hcp-*
   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/cl-*

5. If you are recovering the nodes and the node pool to reuse AWS instances, restore the objects in the HC control plane namespace by entering these commands:

   # AWS
   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/awscl-*
   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/awsmt-*
   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/awsm-*
   # Machines
   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/machinedeployment-*
   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/machineset-*
   $ oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}/machine-*

6. Restore the etcd data and the hosted cluster by running this bash script:

   ETCD_PODS="etcd-0"
   if [ "${CONTROL_PLANE_AVAILABILITY_POLICY}" = "HighlyAvailable" ]; then
     ETCD_PODS="etcd-0 etcd-1 etcd-2"
   fi
   HC_RESTORE_FILE=${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/hc-${HC_CLUSTER_NAME}-restore.yaml
   HC_BACKUP_FILE=${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/hc-${HC_CLUSTER_NAME}.yaml
   HC_NEW_FILE=${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/hc-${HC_CLUSTER_NAME}-new.yaml
   cat ${HC_BACKUP_FILE} > ${HC_NEW_FILE}
   cat > ${HC_RESTORE_FILE} <<EOF
       restoreSnapshotURL:
   EOF
   for POD in ${ETCD_PODS}; do
     # Create a pre-signed URL for the etcd snapshot
     ETCD_SNAPSHOT="s3://${BUCKET_NAME}/${HC_CLUSTER_NAME}-${POD}-snapshot.db"
     ETCD_SNAPSHOT_URL=$(AWS_DEFAULT_REGION=${MGMT2_REGION} aws s3 presign ${ETCD_SNAPSHOT})
     # FIXME no CLI support for restoreSnapshotURL yet
     cat >> ${HC_RESTORE_FILE} <<EOF
       - "${ETCD_SNAPSHOT_URL}"
   EOF
   done
   cat ${HC_RESTORE_FILE}
   if ! grep ${HC_CLUSTER_NAME}-snapshot.db ${HC_NEW_FILE}; then
     sed -i '' -e "/type: PersistentVolume/r ${HC_RESTORE_FILE}" ${HC_NEW_FILE}
     sed -i '' -e '/pausedUntil:/d' ${HC_NEW_FILE}
   fi
   HC=$(oc get hc -n ${HC_CLUSTER_NS} ${HC_CLUSTER_NAME} -o name || true)
   if [[ ${HC} == "" ]];then
       echo "Deploying HC Cluster: ${HC_CLUSTER_NAME} in ${HC_CLUSTER_NS} namespace"
       oc apply -f ${HC_NEW_FILE}
   else
       echo "HC Cluster ${HC_CLUSTER_NAME} already exists, avoiding step"
   fi

7. If you are recovering the nodes and the node pool to reuse AWS instances, restore the node pool by entering this command:

   oc apply -f ${BACKUP_DIR}/namespaces/${HC_CLUSTER_NS}/np-*

Verification

• To verify that the nodes are fully restored, use this function:

  timeout=40
  count=0
  NODE_STATUS=$(oc get nodes --kubeconfig=${HC_KUBECONFIG} | grep -v NotReady | grep -c "worker") || NODE_STATUS=0
  while [ ${NODE_POOL_REPLICAS} != ${NODE_STATUS} ]
  do
      echo "Waiting for Nodes to be Ready in the destination MGMT Cluster: ${MGMT2_CLUSTER_NAME}"
      echo "Try: (${count}/${timeout})"
      sleep 30
      if [[ $count -eq timeout ]];then
          echo "Timeout waiting for Nodes in the destination MGMT Cluster"
          exit 1
      fi
      count=$((count+1))
      NODE_STATUS=$(oc get nodes --kubeconfig=${HC_KUBECONFIG} | grep -v NotReady | grep -c "worker") || NODE_STATUS=0
  done

Next steps

Shut down and delete your cluster.

Deleting a hosted cluster from your source management cluster

After you back up your hosted cluster and restore it to your destination management cluster, you shut down and delete the hosted cluster on your source management cluster.

Prerequisites

You backed up your data and restored it to your source management cluster.

Procedure

1. Scale the deployment and statefulset objects by entering these commands:

   # Just in case
   export KUBECONFIG=${MGMT_KUBECONFIG}
   # Scale down deployments
   oc scale deployment -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} --replicas=0 --all
   oc scale statefulset.apps -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} --replicas=0 --all
   sleep 15

2. Delete the NodePool objects by entering these commands:

   NODEPOOLS=$(oc get nodepools -n ${HC_CLUSTER_NS} -o=jsonpath='{.items[?(@.spec.clusterName=="'${HC_CLUSTER_NAME}'")].metadata.name}')
   if [[ ! -z "${NODEPOOLS}" ]];then
       oc patch -n "${HC_CLUSTER_NS}" nodepool ${NODEPOOLS} --type=json --patch='[ { "op":"remove", "path": "/metadata/finalizers" }]'
       oc delete np -n ${HC_CLUSTER_NS} ${NODEPOOLS}
   fi

3. Delete the machine and machineset objects by entering these commands:

   # Machines
   for m in $(oc get machines -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o name); do
       oc patch -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} ${m} --type=json --patch='[ { "op":"remove", "path": "/metadata/finalizers" }]' || true
       oc delete -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} ${m} || true
   done
   oc delete machineset -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} --all || true

4. Delete the cluster object by entering these commands:

   # Cluster
   C_NAME=$(oc get cluster -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o name)
   oc patch -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} ${C_NAME} --type=json --patch='[ { "op":"remove", "path": "/metadata/finalizers" }]'
   oc delete cluster.cluster.x-k8s.io -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} --all

5. Delete the AWS machines (Kubernetes objects) by entering these commands. Do not worry about deleting the real AWS machines. The cloud instances will not be affected.

   # AWS Machines
   for m in $(oc get awsmachine.infrastructure.cluster.x-k8s.io -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} -o name)
   do
       oc patch -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} ${m} --type=json --patch='[ { "op":"remove", "path": "/metadata/finalizers" }]' || true
       oc delete -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} ${m} || true
   done

6. Delete the HostedControlPlane and ControlPlane HC namespace objects by entering these commands:

   # Delete HCP and ControlPlane HC NS
   oc patch -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} hostedcontrolplane.hypershift.openshift.io ${HC_CLUSTER_NAME} --type=json --patch='[ { "op":"remove", "path": "/metadata/finalizers" }]'
   oc delete hostedcontrolplane.hypershift.openshift.io -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} --all
   oc delete ns ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME} || true

7. Delete the HostedCluster and HC namespace objects by entering these commands:

   # Delete HC and HC Namespace
   oc -n ${HC_CLUSTER_NS} patch hostedclusters ${HC_CLUSTER_NAME} -p '{"metadata":{"finalizers":null}}' --type merge || true
   oc delete hc -n ${HC_CLUSTER_NS} ${HC_CLUSTER_NAME}  || true
   oc delete ns ${HC_CLUSTER_NS} || true

Verification

• To verify that everything works, enter these commands:

  # Validations
  export KUBECONFIG=${MGMT2_KUBECONFIG}
  oc get hc -n ${HC_CLUSTER_NS}
  oc get np -n ${HC_CLUSTER_NS}
  oc get pod -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}
  oc get machines -n ${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}
  # Inside the HostedCluster
  export KUBECONFIG=${HC_KUBECONFIG}
  oc get clusterversion
  oc get nodes

Next steps

Delete the OVN pods in the hosted cluster so that you can connect to the new OVN control plane that runs in the new management cluster:

1. Load the KUBECONFIG environment variable with the hosted cluster’s kubeconfig path.

2. Enter this command:

   $ oc delete pod -n openshift-ovn-kubernetes --all

Running a script to back up and restore a hosted cluster

To expedite the process to back up a hosted cluster and restore it within the same region on AWS, you can modify and run a script.

Procedure

1. Replace the variables in the following script with your information:

   # Fill the Common variables to fit your environment, this is just a sample
   SSH_KEY_FILE=${HOME}/.ssh/id_rsa.pub
   BASE_PATH=${HOME}/hypershift
   BASE_DOMAIN="aws.sample.com"
   PULL_SECRET_FILE="${HOME}/pull_secret.json"
   AWS_CREDS="${HOME}/.aws/credentials"
   CONTROL_PLANE_AVAILABILITY_POLICY=SingleReplica
   HYPERSHIFT_PATH=${BASE_PATH}/src/hypershift
   HYPERSHIFT_CLI=${HYPERSHIFT_PATH}/bin/hypershift
   HYPERSHIFT_IMAGE=${HYPERSHIFT_IMAGE:-"quay.io/${USER}/hypershift:latest"}
   NODE_POOL_REPLICAS=${NODE_POOL_REPLICAS:-2}
   # MGMT Context
   MGMT_REGION=us-west-1
   MGMT_CLUSTER_NAME="${USER}-dev"
   MGMT_CLUSTER_NS=${USER}
   MGMT_CLUSTER_DIR="${BASE_PATH}/hosted_clusters/${MGMT_CLUSTER_NS}-${MGMT_CLUSTER_NAME}"
   MGMT_KUBECONFIG="${MGMT_CLUSTER_DIR}/kubeconfig"
   # MGMT2 Context
   MGMT2_CLUSTER_NAME="${USER}-dest"
   MGMT2_CLUSTER_NS=${USER}
   MGMT2_CLUSTER_DIR="${BASE_PATH}/hosted_clusters/${MGMT2_CLUSTER_NS}-${MGMT2_CLUSTER_NAME}"
   MGMT2_KUBECONFIG="${MGMT2_CLUSTER_DIR}/kubeconfig"
   # Hosted Cluster Context
   HC_CLUSTER_NS=clusters
   HC_REGION=us-west-1
   HC_CLUSTER_NAME="${USER}-hosted"
   HC_CLUSTER_DIR="${BASE_PATH}/hosted_clusters/${HC_CLUSTER_NS}-${HC_CLUSTER_NAME}"
   HC_KUBECONFIG="${HC_CLUSTER_DIR}/kubeconfig"
   BACKUP_DIR=${HC_CLUSTER_DIR}/backup
   BUCKET_NAME="${USER}-hosted-${MGMT_REGION}"
   # DNS
   AWS_ZONE_ID="Z026552815SS3YPH9H6MG"
   EXTERNAL_DNS_DOMAIN="guest.jpdv.aws.kerbeross.com"

2. Save the script to your local file system.

3. Run the script by entering the following command:

   source <env_file>

   where: env_file is the name of the file where you saved the script.