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Upgrade PGO 4.X to 4.2.3 (Bash)

Postgres Operator Bash Upgrade Procedure from 4.X to 4.2.3

This procedure will give instructions on how to upgrade to version 4.2.3 of the Crunchy Postgres Operator using the Bash installation method. This version of the Postgres Operator has several fundamental changes to the existing PGCluster structure and deployment model. Most notably, all PGClusters use the new Crunchy Postgres HA container in place of the previous Crunchy Postgres containers. The use of this new container is a breaking change from previous versions of the Operator.

Crunchy Postgres High Availability Containers

Using the PostgreSQL Operator 4.2.3 requires replacing your crunchy-postgres and crunchy-postgres-gis containers with the crunchy-postgres-ha and crunchy-postgres-gis-ha containers respectively. The underlying PostgreSQL installations in the container remain the same but are now optimized for Kubernetes environments to provide the new high-availability functionality.

A major change to this container is that the PostgreSQL process is now managed by Patroni. This allows a PostgreSQL cluster that is deployed by the PostgreSQL Operator to manage its own uptime and availability, to elect a new leader in the event of a downtime scenario, and to automatically heal after a failover event.

When creating your new clusters using version 4.2.3 of the Postgres Operator, the pgo create cluster command will automatically use the new crunchy-postgres-ha image if the image is unspecified. If you are creating a PostGIS enabled cluster, please be sure to use the updated image name, as with the command:

pgo create cluster mygiscluster --ccp-image=crunchy-postgres-gis-ha
As with any upgrade, please ensure you have taken recent backups of all relevant data!
Prerequisites.

You will need the following items to complete the upgrade:

  • The latest 4.2.3 code for the Postgres Operator available
  • The latest 4.2.3 PGO client binary

Finally, these instructions assume you are executing from $PGOROOT in a terminal window and that your user has admin privileges in your Kubernetes or Openshift environment.

Step 0

You will most likely want to run:

pgo show config -n <any watched namespace>

Save this output to compare once the procedure has been completed to ensure none of the current configuration changes are missing.

Step 1

For the cluster(s) you wish to upgrade, scale down any replicas, if necessary (see pgo scaledown --help for more information on command usage) page for more information), then delete the cluster

pgo delete cluster <clustername>
Please note the name of each cluster, the namespace used, and be sure not to delete the associated PVCs or CRDs!
Step 2

Delete the 4.X version of the Operator by executing:

$PGOROOT/deploy/cleanup.sh
$PGOROOT/deploy/remove-crd.sh
$PGOROOT/deploy/cleanup-rbac.sh
Step 3

Update environment variables in the bashrc:

export PGO_VERSION=4.2.3

If you are pulling your images from the same registry as before this should be the only update to the existing 4.X environment variables.

Operator 4.0

If you are upgrading from Postgres Operator 4.0.1, you will need the following new environment variables:

# PGO_INSTALLATION_NAME is the unique name given to this Operator install
# this supports multi-deployments of the Operator on the same Kubernetes cluster
export PGO_INSTALLATION_NAME=devtest

# for setting the pgo apiserver port, disabling TLS or not verifying TLS
# if TLS is disabled, ensure setip() function port is updated and http is used in place of https
export PGO_APISERVER_PORT=8443          # Defaults: 8443 for TLS enabled, 8080 for TLS disabled
export DISABLE_TLS=false
export TLS_NO_VERIFY=false
export TLS_CA_TRUST=""
export ADD_OS_TRUSTSTORE=false
export NOAUTH_ROUTES=""

# for disabling the Operator eventing
export DISABLE_EVENTING=false

There is a new eventing feature in 4.2.3, so if you want an alias to look at the eventing logs you can add the following:

elog () {
$PGO_CMD  -n "$PGO_OPERATOR_NAMESPACE" logs `$PGO_CMD  -n "$PGO_OPERATOR_NAMESPACE" get pod --selector=name=postgres-operator -o jsonpath="{.items[0].metadata.name}"` -c event
}
Operator 4.1

If you are upgrading from Postgres Operator 4.1.0 or 4.1.1, you will only need the following subset of the environment variables listed above:

export TLS_CA_TRUST=""
export ADD_OS_TRUSTSTORE=false
export NOAUTH_ROUTES=""

Finally source the updated bash file:

source ~/.bashrc
Step 4

Ensure you have checked out the latest 4.2.3 version of the source code and update the pgo.yaml file in $PGOROOT/conf/postgres-operator/pgo.yaml

You will want to use the 4.2.3 pgo.yaml file and update custom settings such as image locations, storage, and resource configs.

Step 5

Create an initial Operator Admin user account. You will need to edit the $PGOROOT/deploy/install-bootstrap-creds.sh file to configure the username and password that you want for the Admin account. The default values are:

export PGOADMIN_USERNAME=pgoadmin
export PGOADMIN_PASSWORD=examplepassword

You will need to update the $HOME/.pgouserfile to match the values you set in order to use the Operator. Additional accounts can be created later following the steps described in the ‘Operator Security’ section of the main Bash Installation Guide. Once these accounts are created, you can change this file to login in via the PGO CLI as that user.

Step 6

Install the 4.2.3 Operator:

Setup the configured namespaces:

make setupnamespaces

Install the RBAC configurations:

make installrbac

Deploy the Postgres Operator:

make deployoperator

Verify the Operator is running:

kubectl get pod -n <operator namespace>
Step 7

Next, update the PGO client binary to 4.2.3 by replacing the existing 4.X binary with the latest 4.2.3 binary available.

You can run:

which pgo

to ensure you are replacing the current binary.

Step 8

You will want to make sure that any and all configuration changes have been updated. You can run:

pgo show config -n <any watched namespace>

This will print out the current configuration that the Operator will be using.

To ensure that you made any required configuration changes, you can compare with Step 0 to make sure you did not miss anything. If you happened to miss a setting, update the pgo.yaml file and rerun:

make deployoperator
Step 9

The Operator is now upgraded to 4.2.3 and all users and roles have been recreated. Verify this by running:

pgo version
Step 10

Once the Operator is installed and functional, create a new 4.2.3 cluster with the same name and using the same major PostgreSQL version as was used previously. This will allow the new cluster to utilize the existing PVCs.

pgo create cluster <clustername> -n <namespace>
Step 11

To verify cluster status, run

    pgo test <clustername> -n <namespace>

Output should be similar to:

cluster : mycluster
        Services
                primary (10.106.70.238:5432): UP
        Instances
                primary (mycluster-7d49d98665-7zxzd): UP
Step 12

Scale up to the required number of replicas, as needed.

It is also recommended to take full backups of each pgcluster once the upgrade is completed due to version differences between the old and new clusters.