Installing the Migration Toolkit for Containers

You can install the Migration Toolkit for Containers (MTC) on OKD 4.

After you manually install the legacy Migration Toolkit for Containers Operator on the OKD 4 source cluster, you install the Migration Toolkit for Containers Operator on the OKD 4.6 target cluster by using the Operator Lifecycle Manager.

By default, the MTC web console and the Migration Controller pod run on the target cluster. You can configure the Migration Controller custom resource manifest to run the MTC web console and the Migration Controller pod on a remote cluster.

After you have installed MTC, you must configure an object storage to use as a replication repository.

Compatibility guidelines

You must install the Migration Toolkit for Containers (MTC) version that is compatible with your OKD version.

You cannot install MTC 1.6.x on OKD versions 3.7 to 4.5 because the custom resource definition API versions are incompatible.

You can migrate workloads from a source cluster with MTC 1.5.1 to a target cluster with MTC 1.6.x as long as the MigrationController custom resource and the MTC web console are running on the target cluster.

Table 1. OKD and MTC compatibility
OKD versionMTC versionMigration Toolkit for Containers Operator

3.7

1.5.1

Legacy Migration Toolkit for Containers Operator.

Installed manually with the operator-3.7.yml file.

3.9 to 4.5

1.5.1

Legacy Migration Toolkit for Containers Operator.

Installed manually with the operator.yml file.

4.6 and later

1.6.x[1]

Migration Toolkit for Containers Operator.

Installed with the Operator Lifecycle Manager.

1 Latest z-stream release.

Installing the legacy Migration Toolkit for Containers Operator on OKD 4.2 to 4.5

You can install the legacy Migration Toolkit for Containers Operator manually on OKD versions 4.2 to 4.5.

Prerequisites

  • You must be logged in as a user with cluster-admin privileges on all clusters.

  • You must have access to registry.redhat.io.

  • You must have podman installed.

Procedure

  1. Log in to registry.redhat.io with your Red Hat Customer Portal credentials:

    1. $ sudo podman login registry.redhat.io

  2. Download the operator.yml file:

    1. $ sudo podman cp $(sudo podman create \
    2.   registry.redhat.io/rhmtc/openshift-migration-legacy-rhel8-operator:v1.5.1):/operator.yml ./

  3. Download the controller.yml file:

    1. $ sudo podman cp $(sudo podman create \
    2.   registry.redhat.io/rhmtc/openshift-migration-legacy-rhel8-operator:v1.5.1):/controller.yml ./

  4. Log in to your OKD 3 cluster.

  5. Verify that the cluster can authenticate with registry.redhat.io:

    1. $ oc run test --image registry.redhat.io/ubi8 --command sleep infinity

  6. Create the Migration Toolkit for Containers Operator object:

    1. $ oc create -f operator.yml

    Example output

    1. namespace/openshift-migration created
    2. rolebinding.rbac.authorization.k8s.io/system:deployers created
    3. serviceaccount/migration-operator created
    4. customresourcedefinition.apiextensions.k8s.io/migrationcontrollers.migration.openshift.io created
    5. role.rbac.authorization.k8s.io/migration-operator created
    6. rolebinding.rbac.authorization.k8s.io/migration-operator created
    7. clusterrolebinding.rbac.authorization.k8s.io/migration-operator created
    8. deployment.apps/migration-operator created
    9. Error from server (AlreadyExists): error when creating "./operator.yml":
    10. rolebindings.rbac.authorization.k8s.io "system:image-builders" already exists (1)
    11. Error from server (AlreadyExists): error when creating "./operator.yml":
    12. rolebindings.rbac.authorization.k8s.io "system:image-pullers" already exists
    1You can ignore Error from server (AlreadyExists) messages. They are caused by the Migration Toolkit for Containers Operator creating resources for earlier versions of OKD 3 that are provided in later releases.

  7. Create the MigrationController object:

    1. $ oc create -f controller.yml

  8. Verify that the MTC pods are running:

    1. $ oc get pods -n openshift-migration

Installing the Migration Toolkit for Containers Operator on OKD 4.6

You install the Migration Toolkit for Containers Operator on OKD 4.6 by using the Operator Lifecycle Manager.

Prerequisites

  • You must be logged in as a user with cluster-admin privileges on all clusters.

Procedure

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

  2. Use the Filter by keyword field to find the Migration Toolkit for Containers Operator.

  3. Select the Migration Toolkit for Containers Operator and click Install.

  4. Click Install.

    On the Installed Operators page, the Migration Toolkit for Containers Operator appears in the openshift-migration project with the status Succeeded.

  5. Click Migration Toolkit for Containers Operator.

  6. Under Provided APIs, locate the Migration Controller tile, and click Create Instance.

  7. Click Create.

  8. Click Workloads → Pods to verify that the MTC pods are running.

Configuring proxies

For OKD 4.1 and earlier versions, you must configure proxies in the MigrationController custom resource (CR) manifest after you install the Migration Toolkit for Containers Operator because these versions do not support a cluster-wide proxy object.

For OKD 4.2 to 4.6, the Migration Toolkit for Containers (MTC) inherits the cluster-wide proxy settings. You can change the proxy parameters if you want to override the cluster-wide proxy settings.

You must configure the proxies to allow the SPDY protocol and to forward the Upgrade HTTP header to the API server. Otherwise, an Upgrade request required error is displayed. The MigrationController CR uses SPDY to run commands within remote pods. The Upgrade HTTP header is required in order to open a websocket connection with the API server.

Direct volume migration

If you are performing a direct volume migration (DVM) from a source cluster behind a proxy, you must configure an Stunnel proxy. Stunnel creates a transparent tunnel between the source and target clusters for the TCP connection without changing the certificates.

DVM supports only one proxy. The source cluster cannot access the route of the target cluster if the target cluster is also behind a proxy.

Prerequisites

  • You must be logged in as a user with cluster-admin privileges on all clusters.

Procedure

  1. Get the MigrationController CR manifest:

    1. $ oc get migrationcontroller <migration_controller> -n openshift-migration

  2. Update the proxy parameters:

    1. apiVersion: migration.openshift.io/v1alpha1
    2. kind: MigrationController
    3. metadata:
    4.   name: <migration_controller>
    5.   namespace: openshift-migration
    6. ...
    7. spec:
    8.   stunnel_tcp_proxy: http://<username>:<password>@<ip>:<port> (1)
    9.   httpProxy: http://<username>:<password>@<ip>:<port> (2)
    10.   httpsProxy: http://<username>:<password>@<ip>:<port> (3)
    11.   noProxy: example.com (4)
    1Stunnel proxy URL for direct volume migration.
    2Proxy URL for creating HTTP connections outside the cluster. The URL scheme must be http.
    3Proxy URL for creating HTTPS connections outside the cluster. If this is not specified, then httpProxy is used for both HTTP and HTTPS connections.
    4Comma-separated list of destination domain names, domains, IP addresses, or other network CIDRs to exclude proxying.

    Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass proxy for all destinations. If you scale up workers that are not included in the network defined by the networking.machineNetwork[].cidr field from the installation configuration, you must add them to this list to prevent connection issues.

    This field is ignored if neither the httpProxy nor the httpsProxy field is set.

  3. Save the manifest as migration-controller.yaml.

  4. Apply the updated manifest:

    1. $ oc replace -f migration-controller.yaml -n openshift-migration

For more information, see Configuring the cluster-wide proxy.

Configuring a replication repository

You must configure an object storage to use as a replication repository. The Migration Toolkit for Containers (MTC) copies data from the source cluster to the replication repository, and then from the replication repository to the target cluster.

MTC supports the file system and snapshot data copy methods for migrating data from the source cluster to the target cluster. Select a method that is suited for your environment and is supported by your storage provider.

MTC supports the following storage providers:

Prerequisites

  • All clusters must have uninterrupted network access to the replication repository.

  • If you use a proxy server with an internally hosted replication repository, you must ensure that the proxy allows access to the replication repository.

Configuring the Multicloud Object Gateway

You can configure the Multicloud Object Gateway (MCG) as a replication repository for the Migration Toolkit for Containers (MTC). MCG is a component of OpenShift Container Storage.

Prerequisites

  • Ensure that you have downloaded the pull secret from the Red Hat OpenShift Cluster Manager site as shown in Obtaining the installation program in the installation documentation for your platform.

    If you have the pull secret, add the redhat-operators catalog to the OperatorHub custom resource (CR) as shown in Configuring OKD to use Red Hat Operators.

Procedure

  1. Deploy OpenShift Container Storage by using the appropriate OpenShift Container Storage deployment guide.

  2. Obtain the S3 endpoint, AWS_ACCESS_KEY_ID, and AWS_SECRET_ACCESS_KEY by running the describe command on the NooBaa custom resource.

    These values are required in order to add MCG as a replication repository to the MTC web console.

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:

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

  2. Create the IAM user velero:

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

  3. Create an EC2 EBS snapshot policy:

    1. $ cat > velero-ec2-snapshot-policy.json <<EOF
    2. {
    3.     "Version": "2012-10-17",
    4.     "Statement": [
    5.         {
    6.             "Effect": "Allow",
    7.             "Action": [
    8.                 "ec2:DescribeVolumes",
    9.                 "ec2:DescribeSnapshots",
    10.                 "ec2:CreateTags",
    11.                 "ec2:CreateVolume",
    12.                 "ec2:CreateSnapshot",
    13.                 "ec2:DeleteSnapshot"
    14.             ],
    15.             "Resource": "*"
    16.         }
    17.     ]
    18. }
    19. EOF

  4. Create an AWS S3 access policy for one or for all S3 buckets:

    1. $ cat > velero-s3-policy.json <<EOF
    2. {
    3.     "Version": "2012-10-17",
    4.     "Statement": [
    5.         {
    6.             "Effect": "Allow",
    7.             "Action": [
    8.                 "s3:GetObject",
    9.                 "s3:DeleteObject",
    10.                 "s3:PutObject",
    11.                 "s3:AbortMultipartUpload",
    12.                 "s3:ListMultipartUploadParts"
    13.             ],
    14.             "Resource": [
    15.                 "arn:aws:s3:::<bucket>/*" (1)
    16.             ]
    17.         },
    18.         {
    19.             "Effect": "Allow",
    20.             "Action": [
    21.                 "s3:ListBucket",
    22.                 "s3:GetBucketLocation",
    23.                 "s3:ListBucketMultipartUploads"
    24.             ],
    25.             "Resource": [
    26.                 "arn:aws:s3:::<bucket>" (1)
    27.             ]
    28.         }
    29.     ]
    30. }
    31. EOF
    1To 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

    1. "Resource": [
    2.     "arn:aws:s3:::*"

  5. Attach the EC2 EBS policy to velero:

    1. $ aws iam put-user-policy \
    2.   --user-name velero \
    3.   --policy-name velero-ebs \
    4.   --policy-document file://velero-ec2-snapshot-policy.json

  6. Attach the AWS S3 policy to velero:

    1. $ aws iam put-user-policy \
    2.   --user-name velero \
    3.   --policy-name velero-s3 \
    4.   --policy-document file://velero-s3-policy.json

  7. Create an access key for velero:

    1. $ aws iam create-access-key --user-name velero
    2. {
    3.   "AccessKey": {
    4.         "UserName": "velero",
    5.         "Status": "Active",
    6.         "CreateDate": "2017-07-31T22:24:41.576Z",
    7.         "SecretAccessKey": <AWS_SECRET_ACCESS_KEY>, (1)
    8.         "AccessKeyId": <AWS_ACCESS_KEY_ID> (1)
    9.     }
    10. }
    1Record the AWS_SECRET_ACCESS_KEY and the AWS_ACCESS_KEY_ID for adding the AWS repository to the MTC web console.

Configuring Google Cloud Platform

You can configure a Google Cloud Platform (GCP) storage bucket as a replication repository for the Migration Toolkit for Containers (MTC).

Prerequisites

  • The GCP storage bucket must be accessible to the source and target clusters.

  • You must have gsutil installed.

  • If you are using the snapshot copy method:

    • 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. Log in to gsutil:

    1. $ gsutil init

    Example output

    1. Welcome! This command will take you through the configuration of gcloud.
    3. Your current configuration has been set to: [default]
    5. To continue, you must login. Would you like to login (Y/n)?

  2. Set the BUCKET variable:

    1. $ BUCKET=<bucket> (1)
    1Specify your bucket name.

  3. Create a storage bucket:

    1. $ gsutil mb gs://$BUCKET/

  4. Set the PROJECT_ID variable to your active project:

    1. $ PROJECT_ID=`gcloud config get-value project`

  5. Create a velero IAM service account:

    1. $ gcloud iam service-accounts create velero \
    2.     --display-name "Velero Storage"

  6. Create the SERVICE_ACCOUNT_EMAIL variable:

    1. $ SERVICE_ACCOUNT_EMAIL=`gcloud iam service-accounts list \
    2.   --filter="displayName:Velero Storage" \
    3.   --format 'value(email)'`

  7. Create the ROLE_PERMISSIONS variable:

    1. $ ROLE_PERMISSIONS=(
    2.     compute.disks.get
    3.     compute.disks.create
    4.     compute.disks.createSnapshot
    5.     compute.snapshots.get
    6.     compute.snapshots.create
    7.     compute.snapshots.useReadOnly
    8.     compute.snapshots.delete
    9.     compute.zones.get
    10. )

  8. Create the velero.server custom role:

    1. $ gcloud iam roles create velero.server \
    2.     --project $PROJECT_ID \
    3.     --title "Velero Server" \
    4.     --permissions "$(IFS=","; echo "${ROLE_PERMISSIONS[*]}")"

  9. Add IAM policy binding to the project:

    1. $ gcloud projects add-iam-policy-binding $PROJECT_ID \
    2.     --member serviceAccount:$SERVICE_ACCOUNT_EMAIL \
    3.     --role projects/$PROJECT_ID/roles/velero.server

  10. Update the IAM service account:

    1. $ gsutil iam ch serviceAccount:$SERVICE_ACCOUNT_EMAIL:objectAdmin gs://${BUCKET}

  11. Save the IAM service account keys to the credentials-velero file in the current directory:

    1. $ gcloud iam service-accounts keys create credentials-velero \
    2.  --iam-account $SERVICE_ACCOUNT_EMAIL

Configuring Microsoft Azure Blob

You can configure a Microsoft Azure Blob storage container as a replication repository for the Migration Toolkit for Containers (MTC).

Prerequisites

  • You must have an Azure storage account.

  • You must have the Azure CLI installed.

  • The Azure Blob storage container must be accessible to the source and target clusters.

  • If you are using the snapshot copy method:

    • 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. Set the AZURE_RESOURCE_GROUP variable:

    1. $ AZURE_RESOURCE_GROUP=Velero_Backups

  2. Create an Azure resource group:

    1. $ az group create -n $AZURE_RESOURCE_GROUP --location <CentralUS> (1)
    1Specify your location.

  3. Set the AZURE_STORAGE_ACCOUNT_ID variable:

    1. $ AZURE_STORAGE_ACCOUNT_ID=velerobackups

  4. Create an Azure storage account:

    1. $ az storage account create \
    2.   --name $AZURE_STORAGE_ACCOUNT_ID \
    3.   --resource-group $AZURE_RESOURCE_GROUP \
    4.   --sku Standard_GRS \
    5.   --encryption-services blob \
    6.   --https-only true \
    7.   --kind BlobStorage \
    8.   --access-tier Hot

  5. Set the BLOB_CONTAINER variable:

    1. $ BLOB_CONTAINER=velero

  6. Create an Azure Blob storage container:

    1. $ az storage container create \
    2.   -n $BLOB_CONTAINER \
    3.   --public-access off \
    4.   --account-name $AZURE_STORAGE_ACCOUNT_ID

  7. Create a service principal and credentials for velero:

    1. $ AZURE_SUBSCRIPTION_ID=`az account list --query '[?isDefault].id' -o tsv` \
    2.   AZURE_TENANT_ID=`az account list --query '[?isDefault].tenantId' -o tsv` \
    3.   AZURE_CLIENT_SECRET=`az ad sp create-for-rbac --name "velero" --role "Contributor" --query 'password' -o tsv` \
    4.   AZURE_CLIENT_ID=`az ad sp list --display-name "velero" --query '[0].appId' -o tsv`

  8. Save the service principal credentials in the credentials-velero file:

    1. $ cat << EOF  > ./credentials-velero
    2. AZURE_SUBSCRIPTION_ID=${AZURE_SUBSCRIPTION_ID}
    3. AZURE_TENANT_ID=${AZURE_TENANT_ID}
    4. AZURE_CLIENT_ID=${AZURE_CLIENT_ID}
    5. AZURE_CLIENT_SECRET=${AZURE_CLIENT_SECRET}
    6. AZURE_RESOURCE_GROUP=${AZURE_RESOURCE_GROUP}
    7. AZURE_CLOUD_NAME=AzurePublicCloud
    8. EOF

Additional resources for configuring a replication repository