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Upgrade on AWS

doc/user/content/self-managed-deployments/upgrading/upgrade-on-aws.md

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The following tutorial upgrades your Materialize deployment running on AWS Elastic Kubernetes Service (EKS). The tutorial assumes you have installed the example on Install on AWS.

Upgrade guidelines

{{% include-from-yaml data="self_managed/upgrades" name="upgrades-general-rules" %}}

{{< note >}} {{< include-from-yaml data="self_managed/upgrades" name="upgrade-major-version-restriction" >}} {{< /note >}}

{{< note >}} {{< include-from-yaml data="self_managed/upgrades" name="downgrade-restriction" >}} {{< /note >}}

Prerequisites

Required Tools

Upgrade process

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The following procedure performs a rolling upgrade, where both the old and new Materialize instances are running before the old instances are removed. When performing a rolling upgrade, ensure you have enough resources to support having both the old and new Materialize instances running.

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Step 1: Set up

  1. Open a Terminal window.

  2. Configure AWS CLI with your AWS credentials. For details, see the AWS documentation.

  3. Go to the Terraform directory for your Materialize deployment. For example, if you deployed from the aws/examples/simple directory:

    bash
    cd materialize-terraform-self-managed/aws/examples/simple
    
  4. Ensure your AWS CLI is configured with the appropriate profile, substitute <your-aws-profile> with the profile to use:

    bash
    # Set your AWS profile for the session
    export AWS_PROFILE=<your-aws-profile>
    
  5. Configure kubectl to connect to your EKS cluster, replacing:

    • <your-eks-cluster-name> with the your cluster name; i.e., the eks_cluster_name in the Terraform output. For the sample example, your cluster name has the form {prefix_name}-eks; e.g., simple-demo-eks.

    • <your-region> with the region of your cluster. Your region can be found in your terraform.tfvars file; e.g., us-east-1.

    bash
    # aws eks update-kubeconfig --name <your-eks-cluster-name> --region <your-region>
    aws eks update-kubeconfig --name $(terraform output -raw eks_cluster_name) --region <your-region>
    

    To verify that you have configured correctly, run the following command:

    bash
    kubectl get nodes
    

    For help with kubectl commands, see kubectl Quick reference.

Step 2: Update the Helm Chart

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{{% include-from-yaml data="self_managed/upgrades" name="upgrade-order-rule" %}}

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{{% include-from-yaml data="self_managed/upgrades" name="upgrade-update-helm-chart" %}}

Step 3: Upgrade the Materialize Operator

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{{% include-from-yaml data="self_managed/upgrades" name="upgrade-order-rule" %}}

{{</ important >}}

{{% include-from-yaml data="self_managed/upgrades" name="upgrade-materialize-operator" %}}

Step 4: Upgrading Materialize Instances

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{{% include-from-yaml data="self_managed/upgrades" name="upgrade-order-rule" %}}

{{</ important >}}

{{% include-from-yaml data="self_managed/upgrades" name="upgrade-materialize-instance" %}}

See also