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You install the OpenShift API for Data Protection (OADP) with Amazon Web Services (AWS) by installing the OADP Operator. The Operator installs Velero 1.7.

You configure AWS for Velero, create a default Secret, and then install the Data Protection Application.

To install the OADP Operator in a restricted network environment, you must first disable the default OperatorHub sources and mirror the Operator catalog. See Using Operator Lifecycle Manager on restricted networks for details.

Installing the OADP Operator

You install the OpenShift API for Data Protection (OADP) Operator on OpenShift Container Platform 4.10 by using Operator Lifecycle Manager (OLM).

The OADP Operator installs Velero 1.7.

Prerequisites
  • You must be logged in as a user with cluster-admin privileges.

Procedure
  1. In the OpenShift Container Platform web console, click OperatorsOperatorHub.

  2. Use the Filter by keyword field to find the OADP Operator.

  3. Select the OADP Operator and click Install.

  4. Click Install to install the Operator in the openshift-adp project.

  5. Click OperatorsInstalled Operators to verify the installation.

Configuring Amazon Web Services

You configure Amazon Web Services (AWS) for the OpenShift API for Data Protection (OADP).

Prerequisites
  • You must have the AWS CLI installed.

Procedure
  1. Set the BUCKET variable:

    $ BUCKET=<your_bucket>
  2. Set the REGION variable:

    $ REGION=<your_region>
  3. Create an AWS S3 bucket:

    $ aws s3api create-bucket \
        --bucket $BUCKET \
        --region $REGION \
        --create-bucket-configuration LocationConstraint=$REGION (1)
    1 us-east-1 does not support a LocationConstraint. If your region is us-east-1, omit --create-bucket-configuration LocationConstraint=$REGION.
  4. Create an IAM user:

    $ aws iam create-user --user-name velero (1)
    1 If you want to use Velero to back up multiple clusters with multiple S3 buckets, create a unique user name for each cluster.
  5. Create a velero-policy.json file:

    $ cat > velero-policy.json <<EOF
    {
        "Version": "2012-10-17",
        "Statement": [
            {
                "Effect": "Allow",
                "Action": [
                    "ec2:DescribeVolumes",
                    "ec2:DescribeSnapshots",
                    "ec2:CreateTags",
                    "ec2:CreateVolume",
                    "ec2:CreateSnapshot",
                    "ec2:DeleteSnapshot"
                ],
                "Resource": "*"
            },
            {
                "Effect": "Allow",
                "Action": [
                    "s3:GetObject",
                    "s3:DeleteObject",
                    "s3:PutObject",
                    "s3:AbortMultipartUpload",
                    "s3:ListMultipartUploadParts"
                ],
                "Resource": [
                    "arn:aws:s3:::${BUCKET}/*"
                ]
            },
            {
                "Effect": "Allow",
                "Action": [
                    "s3:ListBucket"
                ],
                "Resource": [
                    "arn:aws:s3:::${BUCKET}"
                ]
            }
        ]
    }
    EOF
  6. Attach the policies to give the velero user the necessary permissions:

    $ aws iam put-user-policy \
      --user-name velero \
      --policy-name velero \
      --policy-document file://velero-policy.json
  7. Create an access key for the velero user:

    $ aws iam create-access-key --user-name velero
    Example output
    {
      "AccessKey": {
            "UserName": "velero",
            "Status": "Active",
            "CreateDate": "2017-07-31T22:24:41.576Z",
            "SecretAccessKey": <AWS_SECRET_ACCESS_KEY>,
            "AccessKeyId": <AWS_ACCESS_KEY_ID>
      }
    }
  8. Create a credentials-velero file:

    $ cat << EOF > ./credentials-velero
    [default]
    aws_access_key_id=<AWS_ACCESS_KEY_ID>
    aws_secret_access_key=<AWS_SECRET_ACCESS_KEY>
    EOF

    You use the credentials-velero file to create a Secret object for AWS before you install the Data Protection Application.

About backup and snapshot locations and their secrets

You specify backup and snapshot locations and their secrets in the DataProtectionApplication custom resource (CR).

Backup locations

You specify S3-compatible object storage, such as Multicloud Object Gateway, Noobaa, or Minio, as a backup location.

Velero backs up OpenShift Container Platform resources, Kubernetes objects, and internal images as an archive file on object storage.

Snapshot locations

If you use your cloud provider’s native snapshot API to back up persistent volumes, you must specify the cloud provider as the snapshot location.

If you use Container Storage Interface (CSI) snapshots, you do not need to specify a snapshot location because you will create a VolumeSnapshotClass CR to register the CSI driver.

If you use Restic, you do not need to specify a snapshot location because Restic backs up the file system on object storage.

Secrets

If the backup and snapshot locations use the same credentials or if you do not require a snapshot location, you create a default Secret.

If the backup and snapshot locations use different credentials, you create two secret objects:

  • Custom Secret for the backup location, which you specify in the DataProtectionApplication CR.

  • Default Secret for the snapshot location, which is not referenced in the DataProtectionApplication CR.

The Data Protection Application requires a default Secret. Otherwise, the installation will fail.

If you do not want to specify backup or snapshot locations during the installation, you can create a default Secret with an empty credentials-velero file.

Creating a default Secret

You create a default Secret if your backup and snapshot locations use the same credentials or if you do not require a snapshot location.

The default name of the Secret is cloud-credentials.

The DataProtectionApplication custom resource (CR) requires a default Secret. Otherwise, the installation will fail. If the name of the backup location Secret is not specified, the default name is used.

If you do not want to use the backup location credentials during the installation, you can create a Secret with the default name by using an empty credentials-velero file.

Prerequisites
  • Your object storage and cloud storage, if any, must use the same credentials.

  • You must configure object storage for Velero.

  • You must create a credentials-velero file for the object storage in the appropriate format.

Procedure
  • Create a Secret with the default name:

    $ oc create secret generic cloud-credentials -n openshift-adp --from-file cloud=credentials-velero

The Secret is referenced in the spec.backupLocations.credential block of the DataProtectionApplication CR when you install the Data Protection Application.

Creating profiles for different credentials

If your backup and snapshot locations use different credentials, you create separate profiles in the credentials-velero file.

Then, you create a Secret object and specify the profiles in the DataProtectionApplication custom resource (CR).

Procedure
  1. Create a credentials-velero file with separate profiles for the backup and snapshot locations, as in the following example:

    [backupStorage]
    aws_access_key_id=<AWS_ACCESS_KEY_ID>
    aws_secret_access_key=<AWS_SECRET_ACCESS_KEY>
    
    [volumeSnapshot]
    aws_access_key_id=<AWS_ACCESS_KEY_ID>
    aws_secret_access_key=<AWS_SECRET_ACCESS_KEY>
  2. Create a Secret object with the credentials-velero file:

    $ oc create secret generic cloud-credentials -n openshift-adp --from-file cloud=credentials-velero (1)
  3. Add the profiles to the DataProtectionApplication CR, as in the following example:

    apiVersion: oadp.openshift.io/v1alpha1
    kind: DataProtectionApplication
    metadata:
      name: <dpa_sample>
      namespace: openshift-adp
    spec:
    ...
      backupLocations:
        - name: default
          velero:
            provider: aws
            default: true
            objectStorage:
              bucket: <bucket_name>
              prefix: <prefix>
            config:
              region: us-east-1
              profile: "backupStorage"
            credential:
              key: cloud
              name: cloud-credentials
      snapshotLocations:
        - name: default
          velero:
            provider: aws
            config:
              region: us-west-2
              profile: "volumeSnapshot"

Configuring the Data Protection Application

You can configure the Data Protection Application by setting Velero resource allocations or enabling self-signed CA certificates.

Setting Velero CPU and memory resource allocations

You set the CPU and memory resource allocations for the Velero pod by editing the DataProtectionApplication custom resource (CR) manifest.

Prerequisites
  • You must have the OpenShift API for Data Protection (OADP) Operator installed.

Procedure
  • Edit the values in the spec.configuration.velero.podConfig.ResourceAllocations block of the DataProtectionApplication CR manifest, as in the following example:

    apiVersion: oadp.openshift.io/v1alpha1
    kind: DataProtectionApplication
    metadata:
      name: <dpa_sample>
    spec:
    ...
      configuration:
        velero:
          podConfig:
            resourceAllocations:
              limits:
                cpu: "1" (1)
                memory: 512Mi (2)
              requests:
                cpu: 500m (3)
                memory: 256Mi (4)
    1 Specify the value in millicpus or CPU units. Default value is 500m or 1 CPU unit.
    2 Default value is 512Mi.
    3 Default value is 500m or 1 CPU unit.
    4 Default value is 256Mi.

Enabling self-signed CA certificates

You must enable a self-signed CA certificate for object storage by editing the DataProtectionApplication custom resource (CR) manifest to prevent a certificate signed by unknown authority error.

Prerequisites
  • You must have the OpenShift API for Data Protection (OADP) Operator installed.

Procedure
  • Edit the spec.backupLocations.velero.objectStorage.caCert parameter and spec.backupLocations.velero.config parameters of the DataProtectionApplication CR manifest:

    apiVersion: oadp.openshift.io/v1alpha1
    kind: DataProtectionApplication
    metadata:
      name: <dpa_sample>
    spec:
    ...
      backupLocations:
        - name: default
          velero:
            provider: aws
            default: true
            objectStorage:
              bucket: <bucket>
              prefix: <prefix>
              caCert: <base64_encoded_cert_string> (1)
            config:
              insecureSkipTLSVerify: "false" (2)
    ...
    1 Specify the Base46-encoded CA certificate string.
    2 Must be false to disable SSL/TLS security.

Installing the Data Protection Application

You install the Data Protection Application (DPA) by creating an instance of the DataProtectionApplication API.

Prerequisites
  • You must install the OADP Operator.

  • You must configure object storage as a backup location.

  • If you use snapshots to back up PVs, your cloud provider must support either a native snapshot API or Container Storage Interface (CSI) snapshots.

  • If the backup and snapshot locations use the same credentials, you must create a Secret with the default name, cloud-credentials.

  • If the backup and snapshot locations use different credentials, you must create a Secret with the default name, cloud-credentials, which contains separate profiles for the backup and snapshot location credentials.

    If you do not want to specify backup or snapshot locations during the installation, you can create a default Secret with an empty credentials-velero file. If there is no default Secret, the installation will fail.

Procedure
  1. Click OperatorsInstalled Operators and select the OADP Operator.

  2. Under Provided APIs, click Create instance in the DataProtectionApplication box.

  3. Click YAML View and update the parameters of the DataProtectionApplication manifest:

    apiVersion: oadp.openshift.io/v1alpha1
    kind: DataProtectionApplication
    metadata:
      name: <dpa_sample>
      namespace: openshift-adp
    spec:
      configuration:
        velero:
          defaultPlugins:
            - openshift (1)
            - aws
        restic:
          enable: true (2)
      backupLocations:
        - name: default
          velero:
            provider: aws
            default: true
            objectStorage:
              bucket: <bucket_name> (3)
              prefix: <prefix> (4)
            config:
              region: <region>
              profile: "default"
            credential:
              key: cloud
              name: cloud-credentials (5)
      snapshotLocations: (6)
        - name: default
          velero:
            provider: aws
            config:
              region: <region> (7)
              profile: "default"
    1 The openshift plug-in is mandatory.
    2 Set to false if you want to disable the Restic installation. Restic deploys a daemon set, which means that each worker node has Restic pods running. You configure Restic for backups by adding spec.defaultVolumesToRestic: true to the Backup CR.
    3 Specify a bucket as the backup storage location. If the bucket is not a dedicated bucket for Velero backups, you must specify a prefix.
    4 Specify a prefix for Velero backups, for example, velero, if the bucket is used for multiple purposes.
    5 Specify the name of the Secret object that you created. If you do not specify this value, the default name, cloud-credentials, is used. If you specify a custom name, the custom name is used for the backup location.
    6 You do not need to specify a snapshot location if you use CSI snapshots or Restic to back up PVs.
    7 The snapshot location must be in the same region as the PVs.
  4. Click Create.

  5. Verify the installation by viewing the OADP resources:

    $ oc get all -n openshift-adp
    Example output
    NAME                                                     READY   STATUS    RESTARTS   AGE
    pod/oadp-operator-controller-manager-67d9494d47-6l8z8    2/2     Running   0          2m8s
    pod/oadp-velero-sample-1-aws-registry-5d6968cbdd-d5w9k   1/1     Running   0          95s
    pod/restic-9cq4q                                         1/1     Running   0          94s
    pod/restic-m4lts                                         1/1     Running   0          94s
    pod/restic-pv4kr                                         1/1     Running   0          95s
    pod/velero-588db7f655-n842v                              1/1     Running   0          95s
    
    NAME                                                       TYPE        CLUSTER-IP       EXTERNAL-IP   PORT(S)    AGE
    service/oadp-operator-controller-manager-metrics-service   ClusterIP   172.30.70.140    <none>        8443/TCP   2m8s
    service/oadp-velero-sample-1-aws-registry-svc              ClusterIP   172.30.130.230   <none>        5000/TCP   95s
    
    NAME                    DESIRED   CURRENT   READY   UP-TO-DATE   AVAILABLE   NODE SELECTOR   AGE
    daemonset.apps/restic   3         3         3       3            3           <none>          96s
    
    NAME                                                READY   UP-TO-DATE   AVAILABLE   AGE
    deployment.apps/oadp-operator-controller-manager    1/1     1            1           2m9s
    deployment.apps/oadp-velero-sample-1-aws-registry   1/1     1            1           96s
    deployment.apps/velero                              1/1     1            1           96s
    
    NAME                                                           DESIRED   CURRENT   READY   AGE
    replicaset.apps/oadp-operator-controller-manager-67d9494d47    1         1         1       2m9s
    replicaset.apps/oadp-velero-sample-1-aws-registry-5d6968cbdd   1         1         1       96s
    replicaset.apps/velero-588db7f655                              1         1         1       96s

Enabling CSI in the DataProtectionApplication CR

You enable the Container Storage Interface (CSI) in the DataProtectionApplication custom resource (CR) in order to back up persistent volumes with CSI snapshots.

Prerequisites
  • The cloud provider must support CSI snapshots.

Procedure
  • Edit the DataProtectionApplication CR, as in the following example:

    apiVersion: oadp.openshift.io/v1alpha1
    kind: DataProtectionApplication
    ...
    spec:
      configuration:
        velero:
          defaultPlugins:
          - openshift
          - csi (1)
        featureFlags:
        - EnableCSI (2)
    1 Add the csi default plug-in.
    2 Add the EnableCSI feature flag.