Existing A2HA to Automate HA

This page explains migrating the existing A2HA data to the newly deployed Chef Automate HA. This migration involves the following steps:

Prerequisites

• Ability to mount the file system, which was mounted to A2HA Cluster for backup purposes, to Automate HA.
• Configure the A2HA to take backup on a mounted network drive (location example: /mnt/automate_backup).

Capture information about the current A2HA instance

In order to verify the migration is completed successfully we’ll need to capture some information about the current installation. The following script will capture counts of objects in the Chef-Infra Server that we can compare with the server after the migration has been completed.

Create capture_infra_counts.sh and run it using ./capture_infra_counts.sh > pre_migration_infra_counts.log

#!/usr/bin/bash

for i in `chef-server-ctl org-list`; do
    org=https://localhost/organizations/$i
    echo "Orgination: ${i}"
    echo -n "node count: "
    knife node list -s $org | wc -l
    echo -n "client count: "
    knife client list -s $org | wc -l
    echo -n "cookbook count: "
    knife cookbook list -s $org | wc -l
    echo -n "total objects: "
    knife list / -R -s $org | wc -l
    echo "----------------"
done

Migration

1. Run the following commands from any automate instance in A2HA Cluster.

   sudo chef-automate backup create
   sudo chef-automate bootstrap bundle create bootstrap.abb
   

   • The first command will take the backup at the mount file system. You can get the mount path from the file /hab/a2_deploy_workspace/a2ha.rb

   • The second command will create the bootstrap bundle, which is needed to copy all the frontend nodes of Automate HA cluster.

   • Once the backup is completed successfully, save the backup Id. For example: 20210622065515.

   • If you want to use the backup created previously, run the command on Automate node to get the backup id chef-automate backup list

   Backup             State       Age
   20180508201643    completed  8 minutes old
   20210622065515    completed  4 minutes old
   

2. Detach the File system from the old A2HA cluster.

3. Configure the backup at Automate HA cluster. If you have not configured it, please refer to this Doc: Pre Backup Configuration for File System Backup

4. From Step 3, you will get the backup mount path.

5. Stop all the services at frontend nodes in Automate HA Cluster.

6. Get the Automate version from the location /var/tmp/ in Automate instance. Example: frontend-4.x.y.aib.

7. Run the command at the Chef-Automate node of Automate HA cluster to get the applied config:

   sudo chef-automate config show > current_config.toml 
   

   • Run the below command to all the Automate and Chef Infra Server nodes

   sudo chef-automate stop
   

8. To run the restore command, we need the airgap bundle. Get the Automate HA airgap bundle from the location /var/tmp/ in Automate instance. Example: frontend-4.x.y.aib.

   • In case of airgap bundle is not present at /var/tmp, in that case, we can copy the bundle from the bastion node to the Automate node.

9. Run the command at the Chef-Automate node of Automate HA cluster to get the applied config

   sudo chef-automate config show > current_config.toml
   

10. Add the OpenSearch credentials to the applied config.

    • If using Chef Managed OpenSearch, add the config below into current_config.toml (without any changes).

      [global.v1.external.opensearch.auth.basic_auth]
          username = "admin"
          password = "admin"
      

    • In case backup_config = "file_system" had been provided in config.toml of Automate HA deployment, then please patch the below OpenSearch config from bastion before starting the restore.

      • Create a toml (say os_config.toml) file from provision host and copy the following template with the path to the repo. Update the repo path, what you have created at the time of deployment </mnt/automate_backups/elasticsearch>.

      [path]
      repo = "/mnt/automate_backups/elasticsearch"
      

      • Following command will add the configuration to the OpenSearch node.

        chef-automate config patch --opensearch <PATH TO OS_CONFIG.TOML>
        

    • If using AWS Managed services, then add the below config into current_config.toml (change this with your actual credentials)

[global.v1.external.opensearch.auth]
    scheme = "aws_os"
[global.v1.external.opensearch.auth.aws_os]
    username = "THIS YOU GET IT FROM AWS Console"
    password = "THIS YOU GET IT FROM AWS Console"
    access_key = "<YOUR AWS ACCESS KEY>"
    secret_key = "<YOUR AWS SECRET KEY>"

1. Copy the bootstrap.abb bundle to all the Frontend nodes of the Chef Automate HA cluster. Unpack the bundle using the below command on all the Frontend nodes.

   sudo chef-automate bootstrap bundle unpack bootstrap.abb
   

2. Stop the Service in all the frontend nodes with the below command.

   sudo chef-automate stop
   

3. To restore the A2HA backup on Chef Automate HA, run the following command from any Chef Automate instance of the Chef Automate HA cluster:

   sudo chef-automate backup restore /mnt/automate_backups/backups/20210622065515/ --patch-config current_config.toml --airgap-bundle /var/tmp/frontend-4.x.y.aib --skip-preflight
   

4. After successfully executing the restore, you will see the below message:

   Success: Restored backup 20210622065515
   

5. Start the Service in all the frontend nodes with the below command.

   sudo chef-automate start
   

   Warning

   • After the restore command is successfully executed. If we run the chef-automate config show, we can see that both Elasticsearch and OpenSearch config are part of Automate Config. After restoring Automate HA talk to OpenSearch.

   • Remove the elastic search config from all Frontend nodes; to do that, redirect the applied config to the file and set the config again. For example:

   chef-automate config show > applied_config.toml
   

   Remove the below field from the applied_config.toml.

   [global.v1.external]
    [global.v1.external.elasticsearch]
      enable = true
      nodes = [""]
      [global.v1.external.elasticsearch.auth]
      scheme = ""
      [global.v1.external.elasticsearch.auth.basic_auth]
          username = ""
          password = ""
      [global.v1.external.elasticsearch.ssl]
      root_cert = ""
      server_name = ""
   

   Apply this modified config by running below command.

   chef-automate config set applied_config.toml
   

   Executed the steps from the Front end nodes.

Equivalent Commands

In Automate HA there are equivalent command which had been used in A2HA:

Validate successful migration

1. Check the Automate UI of Automate HA. Check whether the data is present in Automate UI for HA.

2. If you are using the embedded chef server, log in to the Chef Server HA node, and run the following script to get a count of objects from the Chef Infra Server, this should match the counts captured at the start of the migration

   Create capture_infra_counts.sh and run it using ./capture_infra_counts.sh > post_migration_infra_counts.log

   #!/usr/bin/bash
   
   for i in `chef-server-ctl org-list`; do
       org=https://localhost/organizations/$i
       echo "Orgination: ${i}"
       echo -n "node count: "
       knife node list -s $org | wc -l
       echo -n "client count: "
       knife client list -s $org | wc -l
       echo -n "cookbook count: "
       knife cookbook list -s $org | wc -l
       echo -n "total objects: "
       knife list / -R -s $org | wc -l
       echo "----------------"
   done
   

   Compare the pre migration to post migration counts diff pre_migration_infra_counts.log post_migration_infra_counts.log

3. Connect Chef-Workstation to the new cluster and use knife to communicate with Automate HA

   1. Open the ~/.chef/config.rb, ~/.chef/knife.rb or ~/.chef/credentials file from a Chef-Workstation and update the chef_server_url with the Automate fqdn.

      Example: chef_server_url "https://<automate-fqdn>/organizations/new_org"

   2. Run knife user list, knife node list, or knife cookbook list and verify the commands complete successfully

Troubleshooting

In case of Restore failure from Elasticsearch to OpenSearch

Error: Failed to restore a snapshot

Get the basepath location from the A2HA Cluster using the curl request below.

REQUEST

curl -XGET http://localhost:10144/_snapshot/_all?pretty -k 

RESPONSE

Look for the location value in the response.

"settings" : {
    "location": "/mnt/automate_backups/automate-elasticsearch-data/chef-automate-es6-compliance-service",
}

location value should be matched with the OpenSearch cluster. In case of location value is different, use the below script to create the snapshot repo.

indices=(
chef-automate-es5-automate-cs-oc-erchef
chef-automate-es5-compliance-service
chef-automate-es5-event-feed-service
chef-automate-es5-ingest-service
chef-automate-es6-automate-cs-oc-erchef
chef-automate-es6-compliance-service
chef-automate-es6-event-feed-service
chef-automate-es6-ingest-service
)

for index in ${indices[@]}; do

curl -XPUT -k -H 'Content-Type: application/json' http://localhost:10144/_snapshot/$index --data-binary @- << EOF
{
  "type": "fs",
  "settings": {
    "location" : "/mnt/automate_backups/automate-elasticsearch-data/$index"
  }
}
EOF
done

chef-automate config show > applied_config.toml

chef-automate config set applied_config.toml