Rook Upgrades

This guide will walk through the steps to upgrade the software in a Rook cluster from one version to the next. This guide focuses on updating the Rook version for the management layer, while the Ceph upgrade guide focuses on updating the data layer.

Upgrades for both the operator and for Ceph are entirely automated except where Rook's permissions need to be explicitly updated by an admin or when incompatibilities need to be addressed manually due to customizations.

We welcome feedback and opening issues!

Supported Versions¶

This guide is for upgrading from Rook v1.15.x to Rook v1.16.x.

Please refer to the upgrade guides from previous releases for supported upgrade paths. Rook upgrades are only supported between official releases.

For a guide to upgrade previous versions of Rook, please refer to the version of documentation for those releases.

Important

Rook releases from master are expressly unsupported. It is strongly recommended to use official releases of Rook. Unreleased versions from the master branch are subject to changes and incompatibilities that will not be supported in the official releases. Builds from the master branch can have functionality changed or removed at any time without compatibility support and without prior notice.

Breaking changes in v1.16¶

The minimum supported Kubernetes version is v1.27.
Rook no longer supports Ceph v17 (Quincy) as it is end of life. Rook v1.15 clusters should upgrade Ceph to at least Ceph v18 (Reef) before upgrading Rook to v1.16. Be aware of known Ceph v18.2.4 ARM issues.
Rook fully deprecated CSI "holder" pods in Rook v1.16. Any Rook v1.15 CephCluster with csi-*plugin-holder-* pods present in the Rook operator namespace must follow holder pod removal migration steps outlined in v1.15 documentation.

Considerations¶

With this upgrade guide, there are a few notes to consider:

WARNING: Upgrading a Rook cluster is not without risk. There may be unexpected issues or obstacles that damage the integrity and health the storage cluster, including data loss.
The Rook cluster's storage may be unavailable for short periods during the upgrade process for both Rook operator updates and for Ceph version updates.
Read this document in full before undertaking a Rook cluster upgrade.

Patch Release Upgrades¶

Unless otherwise noted due to extenuating requirements, upgrades from one patch release of Rook to another are as simple as updating the common resources and the image of the Rook operator. For example, when Rook v1.16.1 is released, the process of updating from v1.16.0 is as simple as running the following:

1 2	`git clone --single-branch --depth=1 --branch v1.16.1 https://github.com/rook/rook.git cd rook/deploy/examples`

If the Rook Operator or CephCluster are deployed into a different namespace than rook-ceph, see the Update common resources and CRDs section for instructions on how to change the default namespaces in common.yaml.

Then, apply the latest changes from v1.16, and update the Rook Operator image.

1 2	`kubectl apply -f common.yaml -f crds.yaml kubectl -n rook-ceph set image deploy/rook-ceph-operator rook-ceph-operator=rook/ceph:v1.16.1`

As exemplified above, it is a good practice to update Rook common resources from the example manifests before any update. The common resources and CRDs might not be updated with every release, but Kubernetes will only apply updates to the ones that changed.

Also update optional resources like Prometheus monitoring noted more fully in the upgrade section below.

Helm¶

If Rook is installed via the Helm chart, Helm will handle some details of the upgrade itself. The upgrade steps in this guide will clarify what Helm handles automatically.

The rook-ceph helm chart upgrade performs the Rook upgrade. The rook-ceph-cluster helm chart upgrade performs a Ceph upgrade if the Ceph image is updated. The rook-ceph chart should be upgraded before rook-ceph-cluster, so the latest operator has the opportunity to update custom resources as necessary.

Note

Be sure to update to a supported Helm version

Cluster Health¶

In order to successfully upgrade a Rook cluster, the following prerequisites must be met:

The cluster should be in a healthy state with full functionality. Review the health verification guide in order to verify a CephCluster is in a good starting state.
All pods consuming Rook storage should be created, running, and in a steady state.

Rook Operator Upgrade¶

The examples given in this guide upgrade a live Rook cluster running v1.15.6 to the version v1.16.0. This upgrade should work from any official patch release of Rook v1.15 to any official patch release of v1.16.

Let's get started!

Environment¶

These instructions will work for as long the environment is parameterized correctly. Set the following environment variables, which will be used throughout this document.

# Parameterize the environment
export ROOK_OPERATOR_NAMESPACE=rook-ceph
export ROOK_CLUSTER_NAMESPACE=rook-ceph

1. Update common resources and CRDs¶

Hint

Common resources and CRDs are automatically updated when using Helm charts.

First, apply updates to Rook common resources. This includes modified privileges (RBAC) needed by the Operator. Also update the Custom Resource Definitions (CRDs).

Get the latest common resources manifests that contain the latest changes.

1 2	`git clone --single-branch --depth=1 --branch master https://github.com/rook/rook.git cd rook/deploy/examples`

If the Rook Operator or CephCluster are deployed into a different namespace than rook-ceph, update the common resource manifests to use your ROOK_OPERATOR_NAMESPACE and ROOK_CLUSTER_NAMESPACE using sed.

sed -i.bak \
    -e "s/\(.*\):.*# namespace:operator/\1: $ROOK_OPERATOR_NAMESPACE # namespace:operator/g" \
    -e "s/\(.*\):.*# namespace:cluster/\1: $ROOK_CLUSTER_NAMESPACE # namespace:cluster/g" \
  common.yaml

Apply the resources.

1	`kubectl apply -f common.yaml -f crds.yaml`

Prometheus Updates¶

If Prometheus monitoring is enabled, follow this step to upgrade the Prometheus RBAC resources as well.

1	`kubectl apply -f deploy/examples/monitoring/rbac.yaml`

2. Update the Rook Operator¶

Hint

The operator is automatically updated when using Helm charts.

The largest portion of the upgrade is triggered when the operator's image is updated to v1.16.x. When the operator is updated, it will proceed to update all of the Ceph daemons.

1	`kubectl -n $ROOK_OPERATOR_NAMESPACE set image deploy/rook-ceph-operator rook-ceph-operator=rook/ceph:master`

3. Update Ceph CSI¶

Hint

This is automatically updated if custom CSI image versions are not set.

Update to the latest Ceph-CSI drivers if custom CSI images are specified. See the CSI Custom Images documentation.

Note

If using snapshots, refer to the Upgrade Snapshot API guide.

4. Wait for the upgrade to complete¶

Watch now in amazement as the Ceph mons, mgrs, OSDs, rbd-mirrors, MDSes and RGWs are terminated and replaced with updated versions in sequence. The cluster may be unresponsive very briefly as mons update, and the Ceph Filesystem may fall offline a few times while the MDSes are upgrading. This is normal.

The versions of the components can be viewed as they are updated:

watch --exec kubectl -n $ROOK_CLUSTER_NAMESPACE get deployments -l rook_cluster=$ROOK_CLUSTER_NAMESPACE -o jsonpath='{range .items[*]}{.metadata.name}{"  \treq/upd/avl: "}{.spec.replicas}{"/"}{.status.updatedReplicas}{"/"}{.status.readyReplicas}{"  \trook-version="}{.metadata.labels.rook-version}{"\n"}{end}'

As an example, this cluster is midway through updating the OSDs. When all deployments report 1/1/1 availability and rook-version=v1.16.0, the Ceph cluster's core components are fully updated.

Every 2.0s: kubectl -n rook-ceph get deployment -o j...

rook-ceph-mgr-a         req/upd/avl: 1/1/1      rook-version=v1.16.0
rook-ceph-mon-a         req/upd/avl: 1/1/1      rook-version=v1.16.0
rook-ceph-mon-b         req/upd/avl: 1/1/1      rook-version=v1.16.0
rook-ceph-mon-c         req/upd/avl: 1/1/1      rook-version=v1.16.0
rook-ceph-osd-0         req/upd/avl: 1//        rook-version=v1.16.0
rook-ceph-osd-1         req/upd/avl: 1/1/1      rook-version=v1.15.6
rook-ceph-osd-2         req/upd/avl: 1/1/1      rook-version=v1.15.6

An easy check to see if the upgrade is totally finished is to check that there is only one rook-version reported across the cluster.

# kubectl -n $ROOK_CLUSTER_NAMESPACE get deployment -l rook_cluster=$ROOK_CLUSTER_NAMESPACE -o jsonpath='{range .items[*]}{"rook-version="}{.metadata.labels.rook-version}{"\n"}{end}' | sort | uniq
This cluster is not yet finished:
  rook-version=v1.15.6
  rook-version=v1.16.0
This cluster is finished:
  rook-version=v1.16.0

5. Verify the updated cluster¶

At this point, the Rook operator should be running version rook/ceph:v1.16.0.

Verify the CephCluster health using the health verification doc.