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152 changes: 47 additions & 105 deletions modules/understanding-upgrade-channels.adoc
Original file line number Diff line number Diff line change
Expand Up @@ -9,15 +9,7 @@
[id="understanding-upgrade-channels_{context}"]
= {product-title} upgrade channels and releases

In {product-title} 4.1, Red Hat introduced the concept of channels for
recommending the appropriate release versions for cluster upgrade. By controlling
the pace of upgrades, these upgrade channels allow you to choose an upgrade
strategy. Upgrade channels are tied to a minor version of
{product-title}. For instance, {product-title} {product-version}
upgrade channels will never include an upgrade to a 4.7 release. This strategy ensures that
administrators explicitly decide to upgrade to the next minor version of
{product-title}. Upgrade channels control only release selection and do not impact the version of the cluster that you install; the `openshift-install`
binary file for a specific version of {product-title} always installs that version.
In {product-title} 4.1, Red Hat introduced the concept of channels for recommending the appropriate release versions for cluster upgrade. By controlling the pace of upgrades, these upgrade channels allow you to choose an upgrade strategy. Upgrade channels are tied to a minor version of {product-title}. For instance, {product-title} {product-version} upgrade channels will never include an upgrade to a 4.7 release. This strategy ensures that administrators explicitly decide to upgrade to the next minor version of {product-title}. Upgrade channels control only release selection and do not impact the version of the cluster that you install; the `openshift-install` binary file for a specific version of {product-title} always installs that version.

{product-title} {product-version} offers the following upgrade channels:

Expand All @@ -29,26 +21,13 @@ binary file for a specific version of {product-title} always installs that versi
[discrete]
== candidate-{product-version} channel

The `candidate-{product-version}` channel contains candidate builds for a z-stream
({product-version}.z) release.
Release candidates contain all the features of the product but are not supported. Use release candidate versions to test feature acceptance and assist in qualifying the next version
of {product-title}.
A release candidate is any build that is available in the candidate channel, including ones that do not contain link:https://semver.org/spec/v2.0.0.html#spec-item-9[a pre-release version] such as `-rc` in their names.
After a version is available in the candidate channel, it goes through more quality checks. If
it meets the quality standard, it is promoted to the `fast-{product-version}` or `stable-{product-version}` channels.
Because of this strategy, if a specific release is available in both the `candidate-{product-version}` channel and in the `fast-{product-version}`
or `stable-{product-version}` channels, it is a Red Hat supported version.
The `candidate-{product-version}` channel can include release versions from which there are no recommended updates in any channel.
The `candidate-{product-version}` channel contains candidate builds for a z-stream ({product-version}.z) release. Release candidates contain all the features of the product but are not supported. Use release candidate versions to test feature acceptance and assist in qualifying the next version of {product-title}. A release candidate is any build that is available in the candidate channel, including ones that do not contain link:https://semver.org/spec/v2.0.0.html#spec-item-9[a pre-release version] such as `-rc` in their names. After a version is available in the candidate channel, it goes through more quality checks. If it meets the quality standard, it is promoted to the `fast-{product-version}` or `stable-{product-version}` channels. Because of this strategy, if a specific release is available in both the `candidate-{product-version}` channel and in the `fast-{product-version}` or `stable-{product-version}` channels, it is a Red Hat-supported version. The `candidate-{product-version}` channel can include release versions from which there are no recommended updates in any channel.

You can use the `candidate-{product-version}` channel to upgrade from a previous minor version of
{product-title}.
You can use the `candidate-{product-version}` channel to upgrade from a previous minor version of {product-title}.

[NOTE]
====
Release candidates differ from the nightly builds. Nightly
builds are available for early access to features, but updating to or from nightly
builds is neither recommended nor supported. Nightly builds are not available in
any upgrade channel. You can reference the {product-title}
Release candidates differ from the nightly builds. Nightly builds are available for early access to features, but updating to or from nightly builds is neither recommended nor supported. Nightly builds are not available in any upgrade channel. You can reference the {product-title}
ifdef::openshift-origin[]
link:https://origin-release.apps.ci.l2s4.p1.openshiftapps.com/[release statuses]
endif::[]
Expand All @@ -61,119 +40,82 @@ for more build information.
[discrete]
== fast-{product-version} channel

The `fast-{product-version}` channel is updated with new {product-version}
versions as soon as Red Hat declares the given version as a general availability
release. As such, these releases are fully supported, are production quality, and have
performed well while available as a release candidate in the `candidate-{product-version}`
channel from where they were promoted. Some time after a release appears in the
`fast-{product-version}` channel, it is added to the `stable-{product-version}` channel. Releases
never appear in the `stable-{product-version}` channel before they appear in the `fast-{product-version}` channel.
The `fast-{product-version}` channel is updated with new {product-version} versions as soon as Red Hat declares the given version as a general availability release. As such, these releases are fully supported, are production quality, and have performed well while available as a release candidate in the `candidate-{product-version}` channel from where they were promoted. Some time after a release appears in the `fast-{product-version}` channel, it is added to the `stable-{product-version}` channel. Releases never appear in the `stable-{product-version}` channel before they appear in the `fast-{product-version}` channel.

You can use the `fast-{product-version}` channel to upgrade from a previous minor version of
{product-title}.
You can use the `fast-{product-version}` channel to upgrade from a previous minor version of {product-title}.
endif::openshift-origin[]

[discrete]
== stable-{product-version} channel
While the `fast-{product-version}` channel contains releases as soon as their errata are published, releases are added to the `stable-{product-version}` channel after a delay. During this delay, data is collected from Red Hat SRE teams, Red Hat support services, and pre-production and production environments that participate in connected customer program about the stability of the release.

While the `fast-{product-version}` channel contains releases as soon
as their errata are published, releases are added to the `stable-{product-version}` channel
after a delay. During this delay, data is collected from Red Hat SRE teams, Red Hat support services,
and pre-production and production environments that participate in connected customer program about the stability of the release.
You can use the `stable-{product-version}` channel to upgrade from a previous minor version of {product-title}.
endif::openshift-origin[]
ifdef::openshift-origin[]
[discrete]
== stable-4 channel
Releases are added to the `stable-4` channel after passing all tests.

You can use the `stable-{product-version}` channel to upgrade from a previous minor version of
{product-title}.
You can use the `stable-4` channel to upgrade from a previous minor version of {product-title}.
endif::openshift-origin[]

[discrete]
== eus-4.6 channel

In addition to the stable channel, certain minor versions of {product-title} offer an
link:https://access.redhat.com/support/policy/updates/openshift#ocp4_phases[Extended Update Support] (EUS).
These EUS versions extend the maintenance phase for customers with Premium Subscriptions
to 14 months. {product-title} 4.6 is currently the only minor version with EUS.
In addition to the stable channel, certain minor versions of {product-title} offer an link:https://access.redhat.com/support/policy/updates/openshift#ocp4_phases[Extended Update Support] (EUS). These EUS versions extend the maintenance phase for customers with Premium Subscriptions to 14 months. {product-title} 4.6 is currently the only minor version with EUS.

Although there is no difference between stable-4.6 and eus-4.6
channels until {product-title} 4.6 transitions to EUS the phase, you can switch
to the EUS channel as soon as it becomes available. When {product-title} 4.6
transitions to the EUS phase of its lifecycle the stable-4.6 channel will
no longer receive subsequent z-stream updates. After you upgrade to a version that
is exclusive to the EUS channel, that cluster will no longer be eligible for minor
version upgrades until upgrades to the next EUS version become available. The next
planned EUS version is to be 4.10 and the upgrade to that version will require a
serial set of version upgrades, such as from 4.6 to 4.7 to 4.8 to 4.9 to 4.10.
Although there is no difference between stable-4.6 and eus-4.6 channels until {product-title} 4.6 transitions to the EUS phase, you can switch to the EUS channel as soon as it becomes available. When {product-title} 4.6 transitions to the EUS phase of its lifecycle, the stable-4.6 channel will no longer receive subsequent z-stream updates. After you upgrade to a version that is exclusive to the EUS channel, that cluster will no longer be eligible for minor version upgrades until upgrades to the next EUS version become available. The next planned EUS version is to be 4.10 and the upgrade to that version will require a serial set of version upgrades, such as from 4.6 to 4.7 to 4.8 to 4.9 to 4.10.

Additionally, you may only switch to the EUS channel when your cluster is running
a supported version of {product-title} 4.6.
Additionally, you may only switch to the EUS channel when your cluster is running a supported version of {product-title} 4.6.

Finally, if you install of a 4.6 version that is exclusive to EUS, you will
similarly not be able to upgrade to a later minor version until upgrades are provided to 4.10.
Finally, if you install a 4.6 version that is exclusive to EUS, you will similarly not be able to upgrade to a later minor version until upgrades are provided to 4.10.
endif::openshift-origin[]

[discrete]
== Upgrade version paths

{product-title} maintains an upgrade recommendation service that understands the
version of {product-title} you have installed as well as the path to take within
the channel you choose to get you to the next release. You can imagine seeing the
following in the `fast-{product-version}` channel:
{product-title} maintains an upgrade recommendation service that understands the version of {product-title} you have installed as well as the path to take within the channel you choose to get you to the next release.

ifndef::openshift-origin[]
You can imagine seeing the following in the `fast-{product-version}` channel:
endif::openshift-origin[]
ifdef::openshift-origin[]
You can imagine seeing the following in the `stable-4` channel:
endif::openshift-origin[]

* {product-version}.0
* {product-version}.1
* {product-version}.3
* {product-version}.4

The service recommends only upgrades that have been tested and have no serious issues.
If your cluster is on {product-version}.1 and {product-title} suggests
{product-version}.4, then it is safe for you to update from {product-version}.1 to {product-version}.4. Do not rely on consecutive patch numbers. In this example, {product-version}.2 is not, and never was, available in the channel. The update service will not suggest updating to a version of {product-title} that contains known vulnerabilities.

Update stability depends on your channel. The presence of an update recommendation in
the `candidate-{product-version}` channel does not imply that the update is supported.
It means that no serious issues have been found with the update yet, but there might
not be significant traffic through the update to suggest stability. The presence of
an update recommendation in the `fast-{product-version}` or `stable-{product-version}`
channels is a declaration that the update is fully supported while it is in the
channel. While releases will never be removed from a channel, update recommendations
that exhibit serious issues will be removed from all channels. Updates initiated
after the update recommendation has been removed might not be supported.

Red Hat will eventually provide supported update paths from any supported release in the `fast-{product-version}`
or `stable-{product-version}` channels to the latest release in {product-version}.z,
although there can be delays while safe paths away from troubled releases are
constructed and verified.
The service recommends only upgrades that have been tested and have no serious issues. It will not suggest updating to a version of {product-title} that contains known vulnerabilities. For example, if your cluster is on {product-version}.1 and {product-title} suggests {product-version}.4, then it is safe for you to update from {product-version}.1 to {product-version}.4. Do not rely on consecutive patch numbers. In this example, {product-version}.2 is not and never was available in the channel.

ifndef::openshift-origin[]
Update stability depends on your channel. The presence of an update recommendation in the `candidate-{product-version}` channel does not imply that the update is supported. It means that no serious issues have been found with the update yet, but there might not be significant traffic through the update to suggest stability. The presence of an update recommendation in the `fast-{product-version}` or `stable-{product-version}` channels is a declaration that the update is fully supported while it is in the channel. While releases will never be removed from a channel, update recommendations that exhibit serious issues will be removed from all channels. Updates initiated after the update recommendation has been removed might not be supported.

Red Hat will eventually provide supported update paths from any supported release in the `fast-{product-version}` or `stable-{product-version}` channels to the latest release in {product-version}.z, although there can be delays while safe paths away from troubled releases are constructed and verified.
endif::openshift-origin[]

ifdef::openshift-origin[]
The presence of an update recommendation in the `stable-4` channel is a declaration that the update is fully supported while it is in the channel. While releases will never be removed from the channel, update recommendations that exhibit serious issues will be removed from the channel. Updates initiated after the update recommendation has been removed might not be supported.
endif::openshift-origin[]

ifndef::openshift-origin[]
[discrete]
== Fast and stable channel use and strategies

The `fast-{product-version}` and `stable-{product-version}` channels present a choice between receiving
general availability releases as soon as they are available or allowing Red Hat to
control the rollout of those updates. If issues are detected during rollout or at a
later time, upgrades to that version might be blocked in both the `fast-{product-version}` and
`stable-{product-version}` channels, and a new version might be introduced that becomes the new
preferred upgrade target.
The `fast-{product-version}` and `stable-{product-version}` channels present a choice between receiving general availability releases as soon as they are available or allowing Red Hat to control the rollout of those updates. If issues are detected during rollout or at a later time, upgrades to that version might be blocked in both the `fast-{product-version}` and `stable-{product-version}` channels, and a new version might be introduced that becomes the new preferred upgrade target.

Customers can improve this process by configuring pre-production systems on the
`fast-{product-version}` channel, configuring production systems on the `stable-{product-version}` channel,
and participating in Red Hat’s connected customer program. Red
Hat uses this program to observe the impact of updates on your specific hardware and software
configurations. Future releases might improve or alter the pace at which updates move
from the `fast-{product-version}` to the `stable-{product-version}` channel.
Customers can improve this process by configuring pre-production systems on the `fast-{product-version}` channel, configuring production systems on the `stable-{product-version}` channel, and participating in the Red Hat connected customer program. Red Hat uses this program to observe the impact of updates on your specific hardware and software configurations. Future releases might improve or alter the pace at which updates move from the `fast-{product-version}` to the `stable-{product-version}` channel.
endif::openshift-origin[]

[discrete]
== Restricted network clusters

If you manage the container images for your {product-title} clusters yourself, you must consult the Red Hat errata that is associated with product releases and note any comments that impact upgrades.
During upgrade, the user interface might warn you about switching between these versions,
so you must ensure that you selected an appropriate version before you bypass those warnings.
If you manage the container images for your {product-title} clusters yourself, you must consult the Red Hat errata that is associated with product releases and note any comments that impact upgrades. During upgrade, the user interface might warn you about switching between these versions, so you must ensure that you selected an appropriate version before you bypass those warnings.

[discrete]
== Switching between channels

Your cluster is still supported if you change from the `stable-{product-version}` channel to
the `fast-{product-version}` channel. Although you can switch to the
`candidate-{product-version}` channel at any time, some releases in that channel might be unsupported release candidates.
You can switch from the `candidate-{product-version}` channel to the `fast-{product-version}` channel
if your current release is a general availability release. You can always
switch from the `fast-{product-version}` channel to the `stable-{product-version}` channel, although if the current release was recently promoted to
`fast-{product-version}` there can
be a delay of up to a day for the release to be promoted to
`stable-{product-version}`. If you change to a channel that does not include your
current release, an alert displays and no updates can be recommended, but you can
safely change back to your original channel at any point.
Your cluster is still supported if you change from the `stable-{product-version}` channel to the `fast-{product-version}` channel. Although you can switch to the `candidate-{product-version}` channel at any time, some releases in that channel might be unsupported release candidates. You can switch from the `candidate-{product-version}` channel to the `fast-{product-version}` channel if your current release is a general availability release. You can always switch from the `fast-{product-version}` channel to the `stable-{product-version}` channel, although if the current release was recently promoted to `fast-{product-version}` there can be a delay of up to a day for the release to be promoted to `stable-{product-version}`. If you change to a channel that does not include your current release, an alert displays and no updates can be recommended, but you can safely change back to your original channel at any point.
endif::openshift-origin[]