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Installing and configuring calico-upgrade

Requirements

A host with connectivity to the existing etcdv2 datastore as well as the target etcdv3 cluster. The host must be AMD64 and running one of the following:

  • OS X or macOS
  • Linux
  • Windows

Installing calico-upgrade

  1. Download the calico-upgrade binary appropriate to your operating system.

    Tip: Consider downloading it to a location that’s already in your PATH. For example, /usr/local/bin/. Alternatively, add its location to your PATH. Once it’s in your PATH, you can invoke it without having to prepend its location.

  2. Set the file to be executable.

    chmod +x calico-upgrade
    
  3. Congratulations! You’ve installed calico-upgrade. Continue to Configuring calico-upgrade.

Configuring calico-upgrade

About configuring calico-upgrade

You must configure calico-upgrade so that it can connect to both of the following:

Configuring calico-upgrade to connect to the etcdv2 datastore

You can use either configuration files or environment variables to configure calico-upgrade. It checks these in the following order of precedence.

  1. Configuration file: The file can be in either YAML or JSON format. It must be valid and readable by calico-upgrade. A YAML example follows.

    apiVersion: v1
    kind: calicoApiConfig
    metadata:
    spec:
      datastoreType: "etcdv2"
      etcdEndpoints: "http://etcd1:2379,http://etcd2:2379"
      ...
    
  2. Environment variables: If calico-upgrade cannot locate, read, or access an etcdv2 configuration file, it checks a specific set of environment variables (itemized below).

The full list of possible configuration file options and environment variables follows.

Configuration file option Environment variable Description Schema
datastoreType APIV1_DATASTORE_TYPE Indicates the datastore to use. Default: etcdv2. (optional) etcdv2
etcdEndpoints APIV1_ETCD_ENDPOINTS A comma separated list of etcd endpoints. Example: http://127.0.0.1:2379 (required) string
etcdUsername APIV1_ETCD_USERNAME User name for RBAC. Example: user (optional) string
etcdPassword APIV1_ETCD_PASSWORD Password for the given user name. Example: password (optional) string
etcdKeyFile APIV1_ETCD_KEY_FILE Path to the etcd key file. Example: /etc/calico/key.pem (optional) string
etcdCertFile APIV1_ETCD_CERT_FILE Path to the etcd client certificate, Example: /etc/calico/cert.pem (optional) string
etcdCACertFile APIV1_ETCD_CA_CERT_FILE Path to the etcd Certificate Authority file. Example: /etc/calico/ca.pem (optional) string

Note:

  • If you are running with TLS enabled, ensure your APIV1_ETCD_ENDPOINTS addresses use HTTPS.
  • You can optionally prefix each environment variable with CALICO_. For example: CALICO_APIV1_DATASTORE_TYPE, CALICO_APIV1_ETCD_ENDPOINTS. You may find this useful if the non-prefixed names clash with existing environment variables.

Configuring calico-upgrade to connect to the etcdv3 cluster

You can use either configuration files or environment variables to configure calico-upgrade. It checks these in the following order of precedence.

  1. Configuration file: The file can be in either YAML or JSON format. It must be valid and readable by calico-upgrade. A YAML example follows.

    apiVersion: projectcalico.org/v3
    kind: CalicoAPIConfig
    metadata:
    spec:
      datastoreType: "etcdv3"
      etcdEndpoints: "http://etcd1:2379,http://etcd2:2379"
      ...
    
  2. Environment variables: If calico-upgrade cannot locate, read, or access an etcdv3 configuration file, it checks a specific set of environment variables (itemized below).

The full list of possible configuration file options and environment variables follows.

Configuration file option Environment variable Description Schema
datastoreType DATASTORE_TYPE Indicates the datastore to use. Default: etcdv3. (optional) etcdv3
etcdEndpoints ETCD_ENDPOINTS A comma separated list of etcd endpoints. Example: http://127.0.0.1:2379 (required) string
etcdUsername ETCD_USERNAME User name for RBAC. Example: user (optional) string
etcdPassword ETCD_PASSWORD Password for the given user name. Example: password (optional) string
etcdKeyFile ETCD_KEY_FILE Path to the etcd key file. Example: /etc/calico/key.pem (optional) string
etcdCertFile ETCD_CERT_FILE Path to the etcd client certificate, Example: /etc/calico/cert.pem (optional) string
etcdCACertFile ETCD_CA_CERT_FILE Path to the etcd Certificate Authority file. Example: /etc/calico/ca.pem (optional) string

Note:

  • If you are running with TLS enabled, ensure your ETCD_ENDPOINTS addresses use HTTPS.
  • You can optionally prefix each environment variable with CALICO_. For example: CALICO_DATASTORE_TYPE, CALICO_ETCD_ENDPOINTS. You may find this useful if the non-prefixed names clash with existing environment variables.

Next steps

After configuring calico-upgrade to communicate with the existing etcdv2 instance and the target etcdv3 cluster, continue to Testing the data migration.