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[CN-1100]: add notes about helm-to-operator and operator-to-operator …
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…upgrade scenarios (hazelcast#257)

Co-authored-by: Amanda Lindsay <[email protected]>
(cherry picked from commit a867196)
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kutluhanmetin authored and GitHub Actions Bot committed Nov 18, 2024
1 parent 68872b6 commit 999fa2e
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11 changes: 9 additions & 2 deletions docs/modules/ROOT/nav.adoc
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.Get Started
* xref:index.adoc[Overview]
* xref:whats-new.adoc[What's New in 5.13]
* xref:get-started.adoc[Deploy a Cluster]
* xref:ask-ai.adoc[Ask AI]
* xref:release-notes.adoc[Release notes]
* xref:get-support.adoc[Get support]
* xref:migrating-from-helm.adoc[Migrating From Helm Chart]
.Deploy
// Deploy options
* xref:get-started.adoc[Deploy cluster]
* xref:lite-members.adoc[Deploy lite members]
* xref:deploy-management-center.adoc[Deploy Management Center]
* xref:connect-outside-kubernetes.adoc[]
* xref:scheduling-configuration.adoc[Scheduling Hazelcast Pods]
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1 change: 1 addition & 0 deletions docs/modules/ROOT/pages/get-started.adoc
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* The link:https://kubernetes.io/docs/tasks/tools/#kubectl[`kubectl`] or link:https://docs.openshift.com/container-platform/latest/cli_reference/openshift_cli/getting-started-cli.html[`oc`] command-line tools, configured to communicate with your cluster
* link:https://helm.sh/docs/intro/install[`Helm`]

NOTE: If you want to migrate from the Hazelcast Helm Chart, please follow the guidance in xref:migrating-from-helm.adoc[Migrating from Helm] document.

== Step 1. Deploy Hazelcast Platform Operator

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20 changes: 20 additions & 0 deletions docs/modules/ROOT/pages/migrating-from-helm.adoc
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= Migrating From Helm Chart to the Operator

Unfortunately there isn't any way to migrate without re-creating the cluster as the Operator needs to take control of the custom resources which were created by the Helm chart, which it is not possible.

There are two ways to migrate from a cluster that is created by the Hazelcast Helm Chart.

WARNING: For either solution to work, `persistence` must be enabled. You should also set the `cluster-data-recovery-policy` parameter's value to `PARTIAL_RECOVERY_MOST_COMPLETE` to avoid any issues during the restore process.

== Restoring from a Backup

Follow the steps below:

1. Install Management Center. (if you didn't before)
2. Trigger a backup using the Management Center user interface.
3. Uninstall existing cluster. (Don't forget to keep PVCs)
4. Follow the steps explained in the xref:backup-restore#restoring-from-persistent-volumes.adoc[Restoring from Persistent Volumes] section.

== Attaching new Pods to Existing PVCs

You can also restore your data to the cluster that is installed by the Operator without creating a backup. You just need to adjust the newly created Hazelcast CR's name correctly. The name of the new CR must be in the following format: `<name>-hazelcast-persistence`. For example, assuming that the older cluster was installed with `helm install hz hazelcast/hazelcast-enterprise` command, the new CR name must be `hz-hazelcast-enterprise` so that PVCs created by the Helm Chart will attach to the pods created by the Operator correctly.
16 changes: 16 additions & 0 deletions docs/modules/ROOT/pages/scaling-upgrading.adoc
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include::ROOT:example$/hazelcast.yaml[]
----

Each Operator version has been tested and validated to work correctly with a specific Hazelcast version. You can find the test matrix below. We highly recommend you to consider it to avoid issues during Operator installations.

[cols="1,1"options="header"]
|===
| Operator Version | Hazelcast Version
| 5.5 | 5.1.4
| 5.6 | 5.2.1
| 5.7 | 5.2.3
| 5.8 | 5.3.1
| 5.9 | 5.3.2
| 5.10 | 5.3.5
| 5.11 | 5.4.0
| 5.12 | 5.4.0
| 5.13 | 5.5.0
| 5.14 | 5.5.2
|===

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