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You can install the Migration Toolkit for Containers (MTC) on OpenShift Container Platform 4.

You must install the same MTC version on all clusters.

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.

Installing the Migration Toolkit for Containers Operator on OpenShift Container Platform 4

You can install the MTC Operator on OpenShift Container Platform 4 by using the OpenShift Container Platform web console.

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

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

  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.

    Do not change the subscription approval option to Automatic. The Migration Toolkit for Containers version must be the same on the source and the target clusters.

  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. If you do not want to run the MTC web console and the Migration Controller pod on the cluster, update the following parameters in the migration-controller custom resource manifest:

    spec:
    ...
      migration_controller: false
      migration_ui: false
    ...
      deprecated_cors_configuration: true (1)
    1 This parameter is required only for OpenShift Container Platform 4.1.
  8. Click Create.

  9. Click WorkloadsPods to verify that the MTC pods are running.

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. You can select a method that is suited for your environment and is supported by your storage provider.

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.

MTC supports the following storage providers:

  • Multi-Cloud Object Gateway (MCG)

  • Amazon Web Services (AWS) S3

  • Google Cloud Platform (GCP)

  • Microsoft Azure Blob

  • Generic S3 object storage, for example, Minio or Ceph S3

Additional resources

Configuring Multi-Cloud Object Gateway

You can install the OpenShift Container Storage Operator and configure a Multi-Cloud Object Gateway (MCG) storage bucket as a replication repository for the Migration Toolkit for Containers (MTC).

Installing the OpenShift Container Storage Operator

You can install the OpenShift Container Storage Operator from OperatorHub.

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

  2. Use Filter by keyword (in this case, OCS) to find the OpenShift Container Storage Operator.

  3. Select the OpenShift Container Storage Operator and click Install.

  4. Select an Update Channel, Installation Mode, and Approval Strategy.

  5. Click Install.

    On the Installed Operators page, the OpenShift Container Storage Operator appears in the openshift-storage project with the status Succeeded.

Creating the Multi-Cloud Object Gateway storage bucket

You can create the Multi-Cloud Object Gateway (MCG) storage bucket’s custom resources (CRs).

Procedure
  1. Log in to the OpenShift Container Platform cluster:

    $ oc login
  2. Create the NooBaa CR configuration file, noobaa.yml, with the following content:

    apiVersion: noobaa.io/v1alpha1
    kind: NooBaa
    metadata:
      name: <noobaa>
      namespace: openshift-storage
    spec:
     dbResources:
       requests:
         cpu: 0.5 (1)
         memory: 1Gi
     coreResources:
       requests:
         cpu: 0.5 (1)
         memory: 1Gi
    1 For a very small cluster, you can change the value to 0.1.
  3. Create the NooBaa object:

    $ oc create -f noobaa.yml
  4. Create the BackingStore CR configuration file, bs.yml, with the following content:

    apiVersion: noobaa.io/v1alpha1
    kind: BackingStore
    metadata:
      finalizers:
      - noobaa.io/finalizer
      labels:
        app: noobaa
      name: <mcg_backing_store>
      namespace: openshift-storage
    spec:
      pvPool:
        numVolumes: 3 (1)
        resources:
          requests:
            storage: <volume_size> (2)
        storageClass: <storage_class> (3)
      type: pv-pool
    1 Specify the number of volumes in the persistent volume pool.
    2 Specify the size of the volumes, for example, 50Gi.
    3 Specify the storage class, for example, gp2.
  5. Create the BackingStore object:

    $ oc create -f bs.yml
  6. Create the BucketClass CR configuration file, bc.yml, with the following content:

    apiVersion: noobaa.io/v1alpha1
    kind: BucketClass
    metadata:
      labels:
        app: noobaa
      name: <mcg_bucket_class>
      namespace: openshift-storage
    spec:
      placementPolicy:
        tiers:
        - backingStores:
          - <mcg_backing_store>
          placement: Spread
  7. Create the BucketClass object:

    $ oc create -f bc.yml
  8. Create the ObjectBucketClaim CR configuration file, obc.yml, with the following content:

    apiVersion: objectbucket.io/v1alpha1
    kind: ObjectBucketClaim
    metadata:
      name: <bucket>
      namespace: openshift-storage
    spec:
      bucketName: <bucket> (1)
      storageClassName: <storage_class>
      additionalConfig:
        bucketclass: <mcg_bucket_class>
    1 Record the bucket name for adding the replication repository to the MTC web console.
  9. Create the ObjectBucketClaim object:

    $ oc create -f obc.yml
  10. Watch the resource creation process to verify that the ObjectBucketClaim status is Bound:

    $ watch -n 30 'oc get -n openshift-storage objectbucketclaim migstorage -o yaml'

    This process can take five to ten minutes.

  11. Obtain and record the following values, which are required when you add the replication repository to the MTC web console:

    • S3 endpoint:

      $ oc get route -n openshift-storage s3
    • S3 provider access key:

      $ oc get secret -n openshift-storage migstorage \
        -o go-template='{{ .data.AWS_ACCESS_KEY_ID }}' | base64 --decode
    • S3 provider secret access key:

      $ oc get secret -n openshift-storage migstorage \
        -o go-template='{{ .data.AWS_SECRET_ACCESS_KEY }}' | base64 --decode

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:

    $ aws s3api create-bucket \
        --bucket <bucket> \ (1)
        --region <bucket_region> (2)
    
    1 Specify your S3 bucket name.
    2 Specify your S3 bucket region, for example, us-east-1.
  2. Create the IAM user velero:

    $ aws iam create-user --user-name velero
  3. Create an EC2 EBS snapshot policy:

    $ cat > velero-ec2-snapshot-policy.json <<EOF
    {
        "Version": "2012-10-17",
        "Statement": [
            {
                "Effect": "Allow",
                "Action": [
                    "ec2:DescribeVolumes",
                    "ec2:DescribeSnapshots",
                    "ec2:CreateTags",
                    "ec2:CreateVolume",
                    "ec2:CreateSnapshot",
                    "ec2:DeleteSnapshot"
                ],
                "Resource": "*"
            }
        ]
    }
    EOF
  4. Create an AWS S3 access policy for one or for all S3 buckets:

    $ cat > velero-s3-policy.json <<EOF
    {
        "Version": "2012-10-17",
        "Statement": [
            {
                "Effect": "Allow",
                "Action": [
                    "s3:GetObject",
                    "s3:DeleteObject",
                    "s3:PutObject",
                    "s3:AbortMultipartUpload",
                    "s3:ListMultipartUploadParts"
                ],
                "Resource": [
                    "arn:aws:s3:::<bucket>/*" (1)
                ]
            },
            {
                "Effect": "Allow",
                "Action": [
                    "s3:ListBucket",
                    "s3:GetBucketLocation",
                    "s3:ListBucketMultipartUploads"
                ],
                "Resource": [
                    "arn:aws:s3:::<bucket>" (1)
                ]
            }
        ]
    }
    EOF
    1 To 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
    "Resource": [
        "arn:aws:s3:::*"
  5. Attach the EC2 EBS policy to velero:

    $ aws iam put-user-policy \
      --user-name velero \
      --policy-name velero-ebs \
      --policy-document file://velero-ec2-snapshot-policy.json
  6. Attach the AWS S3 policy to velero:

    $ aws iam put-user-policy \
      --user-name velero \
      --policy-name velero-s3 \
      --policy-document file://velero-s3-policy.json
  7. Create an access key for velero:

    $ aws iam create-access-key --user-name velero
    {
      "AccessKey": {
            "UserName": "velero",
            "Status": "Active",
            "CreateDate": "2017-07-31T22:24:41.576Z",
            "SecretAccessKey": <AWS_SECRET_ACCESS_KEY>, (1)
            "AccessKeyId": <AWS_ACCESS_KEY_ID> (1)
        }
    }
    1 Record 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:

    $ gsutil init
    Example output
    Welcome! This command will take you through the configuration of gcloud.
    
    Your current configuration has been set to: [default]
    
    To continue, you must login. Would you like to login (Y/n)?
  2. Set the BUCKET variable:

    $ BUCKET=<bucket> (1)
    1 Specify your bucket name.
  3. Create a storage bucket:

    $ gsutil mb gs://$BUCKET/
  4. Set the PROJECT_ID variable to your active project:

    $ PROJECT_ID=`gcloud config get-value project`
  5. Create a velero IAM service account:

    $ gcloud iam service-accounts create velero \
        --display-name "Velero Storage"
  6. Create the SERVICE_ACCOUNT_EMAIL variable:

    $ SERVICE_ACCOUNT_EMAIL=`gcloud iam service-accounts list \
      --filter="displayName:Velero Storage" \
      --format 'value(email)'`
  7. Create the ROLE_PERMISSIONS variable:

    $ ROLE_PERMISSIONS=(
        compute.disks.get
        compute.disks.create
        compute.disks.createSnapshot
        compute.snapshots.get
        compute.snapshots.create
        compute.snapshots.useReadOnly
        compute.snapshots.delete
        compute.zones.get
    )
  8. Create the velero.server custom role:

    $ gcloud iam roles create velero.server \
        --project $PROJECT_ID \
        --title "Velero Server" \
        --permissions "$(IFS=","; echo "${ROLE_PERMISSIONS[*]}")"
  9. Add IAM policy binding to the project:

    $ gcloud projects add-iam-policy-binding $PROJECT_ID \
        --member serviceAccount:$SERVICE_ACCOUNT_EMAIL \
        --role projects/$PROJECT_ID/roles/velero.server
  10. Update the IAM service account:

    $ 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:

    $ gcloud iam service-accounts keys create credentials-velero \
      --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:

    $ AZURE_RESOURCE_GROUP=Velero_Backups
  2. Create an Azure resource group:

    $ az group create -n $AZURE_RESOURCE_GROUP --location <CentralUS> (1)
    1 Specify your location.
  3. Set the AZURE_STORAGE_ACCOUNT_ID variable:

    $ AZURE_STORAGE_ACCOUNT_ID=velerobackups
  4. Create an Azure storage account:

    $ az storage account create \
      --name $AZURE_STORAGE_ACCOUNT_ID \
      --resource-group $AZURE_RESOURCE_GROUP \
      --sku Standard_GRS \
      --encryption-services blob \
      --https-only true \
      --kind BlobStorage \
      --access-tier Hot
  5. Set the BLOB_CONTAINER variable:

    $ BLOB_CONTAINER=velero
  6. Create an Azure Blob storage container:

    $ az storage container create \
      -n $BLOB_CONTAINER \
      --public-access off \
      --account-name $AZURE_STORAGE_ACCOUNT_ID
  7. Create a service principal and credentials for velero:

    $ AZURE_SUBSCRIPTION_ID=`az account list --query '[?isDefault].id' -o tsv` \
      AZURE_TENANT_ID=`az account list --query '[?isDefault].tenantId' -o tsv` \
      AZURE_CLIENT_SECRET=`az ad sp create-for-rbac --name "velero" --role "Contributor" --query 'password' -o tsv` \
      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:

    $ cat << EOF  > ./credentials-velero
    AZURE_SUBSCRIPTION_ID=${AZURE_SUBSCRIPTION_ID}
    AZURE_TENANT_ID=${AZURE_TENANT_ID}
    AZURE_CLIENT_ID=${AZURE_CLIENT_ID}
    AZURE_CLIENT_SECRET=${AZURE_CLIENT_SECRET}
    AZURE_RESOURCE_GROUP=${AZURE_RESOURCE_GROUP}
    AZURE_CLOUD_NAME=AzurePublicCloud
    EOF