CCCNA17 CloudStack upgrade best practices
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This document outlines best practices for upgrading CloudStack-based cloud infrastructure. It recommends proper planning to prevent issues, upgrading components in stages, extensive testing of upgrades in labs before production, and having rollback strategies. It also provides an overview of upgrading CloudStack management servers and databases using a parallel build approach to simplify rollbacks.
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- 1. The Cloud Specialists CloudStack Upgrades Best Practices Dag Sonstebo Cloud Architect [email protected] Twitter: @dagsonstebo
- 2. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue A b o u t M e • Cloud Architect @ ShapeBlue • Background: • Cloud and virtualization architect with 19 years experience from the service provider, financial and manufacturing industries. • Specialize in: • Cloud infrastructure architecture and engineering. • Virtualization - VMware vSphere, Citrix XenServer, KVM. • Automation and configuration management. • Involved with CloudStack since version 2.1.
- 3. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue “ShapeBlue are expert builders of public & private clouds. They are the leading global CloudStack services company.” A b o u t S h a p e B l u e
- 4. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue S h a p e B l u e c u s t o m e r s
- 5. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue S h a p e B l u e c u s t o m e r s
- 6. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue S h a p e B l u e c u s t o m e r s
- 7. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Upgrading CloudStack
- 8. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Upgrades - general advice • 5p’s – proper planning prevents poor performance. • Divide and conquer – don’t plan too many changes at the same time. • Do as much work as possible in advance: • Prepare all builds. • Upgrade hypervisors if required. • Ensure system VM templates are uploaded. • RTFM! • Ensure infrastructure is healthy. • Keep your users informed – and disable their access until upgraded systems healthy.
- 9. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Planning - customer impact • CloudStack GUI and API will be offline during the upgrade. • All VMs continue to run. • Virtual Routers • Will continue to function post upgrade, but can not be changed… • To upgrade these they need to be restarted • System VMs: are offline with the GUI, also need restarted.
- 10. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Lab Upgrade Testing • Production equivalent lab upgrade test – try to match: • Hardware • OS and S/W versions • Storage – at least protocol • Prepare: • VMs with production type workloads • Guest VMs with similar networking models utilised and disks attached. • Post upgrade tests: • Functional, regression and user acceptance tests. • User actions • VM, network and storage lifecycle actions • Don’t forget your integrated systems! • Rinse and repeat….
- 11. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Production DB upgrade test • Warning: carry out in a network isolated location! • Single upgraded CS server with MySQL installed. • Import production DB, then: • Cloudstack-setup-databases • Cloudstack-setup-management • Troubleshoot and fix MySQL upgrade problems, document for production run.
- 12. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Strategy – parallel builds • Standard in-place upgrade works well, but: • Doesn’t allow for technology refresh. • Rollbacks are trickier and involves snapshots, backup restores as well as loss of logs. • Overall higher risk. • Building a parallel upgrade infrastructure has some benefits: • Old CS management servers can simply be disabled. • Upgrade done on brand new VMs / servers built in advance. • Rollbacks are much simpler – switch off new servers, switch old ones back on. • The cost of this is minimal, but it does mean a few extra steps.
- 13. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Strategy – parallel build overview • New management server builds • Just RPM install • Do not seed system VM template • Do not carry out cloudstack-setup-databases • Do not run cloudstack-setup-management • Don’t start services • New MySQL servers • Ensure all permissions used in your existing MySQL servers is replicated on the new ones. • Create new empty databases • Configure master-slave and ensure the empty databases are replicated.
- 14. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Agent upgrades • VMware: • Minor – but watch out for password updates. • XenServer: • Minor - watch out for changes to vhd-utils and scripts. • KVM: • Only hypervisor which requires agent update. • If large number of nodes – automate! • Test automation well in advance. • Remember to automate backup, upgrade and rollback! • Use e.g. Ansible, Puppet or Chef.
- 15. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Sacrificial infrastructure • Optional - plan and prepare sacrificial infrastructure: • For any hypervisor where agent upgrade is required , i.e. KVM. It is easier to roll back a subset of KVM hosts rather than your whole infrastructure. • Create test cases which won’t impact end users: • Accounts • VMs • Networks – with every service offering you may use. • These can be used for the initial testing before decision is made to especially do VR restarts for all end users.
- 16. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue U p g r a d e P r o c e s s u s i n g p a r a l l e l b u i l d sStep0 RTFM! Build parallel upgrade infrastructure Upload System VM templates Step1 Confirm system VM templates in place Step2 Stop and disable existing CloudStack management services Step3 Back up all your existing databases. Disable MySQL on the original DB servers Step4 Copy and import the databases to the new MySQL master server. Step5 Update the "host" global setting Step6 Upgrade hypervisor s Step7 Configure and start first managem ent server Step8 Monitor startup Ensure all HV check in – esp. KVM! Step9 Restart CPVM then SSVM. Restart VRs Step10 Configure and start additional mgmt servers
- 17. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Rollback • Only roll back when all other options exhausted! • All changes since upgrade will be lost – take timing and customer access into account. Step1 Disable new CS mgmt servers Disable new DB servers Step2On hypervisor infrastructure remove all VMs created since upgrade Step3 Enable and start the original MySQL servers Enable and start the original CloudStack mgmt. servers Step4 Restart system VMs and VRs if they don't auto start
- 18. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Questions?
- 19. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Some references • This talk is based on the blog post in http://www.shapeblue.com/cloudstack- upgrades-best-practices/ - this has more technical detail. • CloudStack upgrades – reference the release notes – e.g. http://docs.cloudstack.apache.org/projects/cloudstack-release- notes/en/4.9.2.0/upgrade/upgrade-4.7.html
- 20. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue M o r e i n f o r m a t i o n • Slide deck: http://www.slideshare.net/shapeblue • Blog: http://shapeblue.com/blog http://dsonstebo.wordpress.com • Email: [email protected] • Twitter: @dagsonstebo • Web: http://shapeblue.com
- 21. The Cloud Specialists CloudStack Upgrades Best Practices Dag Sonstebo Cloud Architect [email protected] Twitter: @dagsonstebo