Considerations

Before you upgrade your ambient components, review the following limitations and recommendations.

Revision and canary upgrade limitations

The upgrade guides in this documentation show you how to perform in-place upgrades for your Istio components, which is the recommended upgrade strategy.

CNI upgrades

In an ambient installation, the istio-cni pods are enhanced for safe in-place upgrades. When istio-cni is scheduled for removal, it determines whether an upgrade is in process by checking the value of AGENT_UPGRADE_ID in the istio-cni ConfigMap against its internal upgrade ID. If the removal is due to an upgrade, istio-cni creates a “stub” CNI plug-in in its place on the node. This stub CNI plug-in stalls any newly scheduled pods on that node, and does not allow the pods to spin up until the replacement istio-cni is up and running.

ztunnel upgrades

As Kubernetes dynamically upgrades the ztunnel deployment by restarting the old ztunnel pods, all long-lived connections on the node are dropped. You can influence the duration of the downtime with the termination grace period of the ztunnel pod, which determines the drain period. Any TCP connections that are longer than the grace period are dropped. Alternatively, you might cordon nodes and use blue/green node pools to limit the number of active pods that are in the process of upgrading.

Version and license requirements

  1. Verify that the minor version of the Solo distribution of Istio that you want to upgrade to is tested and supported for your Gloo Mesh version. To find the available patch versions, you can get the minor version repo URL from the Istio images built by Solo.io support article, and check the patch version builds in that repo.

  2. Check the Istio release notes for the upgrade version to prepare for any breaking changes.

  3. Be sure to review the following known Istio version restrictions.

    • Single cluster setups:
      • In Gloo Mesh version 2.6 and later, ambient mode requires the Solo distribution of Istio version 1.22.3 or later (1.22.3-solo).
      • In Istio 1.22.0-1.22.3, the ISTIO_DELTA_XDS environment variable must be set to false. For more information, see this upstream Istio issue. Note that this issue is resolved in Istio 1.22.4.
    • Multicluster setups:
      • In Gloo Mesh version 2.7 and later, multicluster setups require the Solo distribution of Istio version 1.24.3 or later (1.24.3-solo), including the Solo distribution of istioctl.
      • This feature requires your mesh to be installed with the Solo distribution of Istio and an Enterprise-level license for Gloo Mesh. Contact your account representative to obtain a valid license.

Single cluster

Upgrade istioctl

  1. Save the details for the version of the Solo distribution of Istio that you want to upgrade to.
  2. Upgrade your istioctl CLI client to the new version.

      curl -L https://istio.io/downloadIstio | ISTIO_VERSION=${ISTIO_VERSION} sh -
    cd istio-${ISTIO_VERSION}
    export PATH=$PWD/bin:$PATH
      

Upgrade CRDs and istiod

  1. Upgrade the custom resources of the Kubernetes Gateway API to the latest supported version, 1.2.1.

      kubectl apply -f https://github.com/kubernetes-sigs/gateway-api/releases/download/v1.2.1/standard-install.yaml
      
  2. Upgrade the Istio CRDs to the new version.

      helm get values istio-base -n istio-system -o yaml > istio-base.yaml
    helm upgrade istio-base oci://${HELM_REPO}/base \
    --namespace istio-system \
    --version ${ISTIO_IMAGE} \
    -f istio-base.yaml
      
  3. Get the current values for the istiod Helm release in your cluster.

      helm get values istiod -n istio-system -o yaml > istiod.yaml
    open istiod.yaml
      
  4. Make edits to the istiod Helm values, and save the file. If you update the Istio minor version, such as in the global.tag field, be sure to also update the value of the hub field to the repo for the correct version of the Solo distribution of Istio.

  5. Upgrade your Helm release with the updated values.

      helm upgrade istiod oci://${HELM_REPO}/istiod \
    -n istio-system \
    --version ${ISTIO_IMAGE} \
    -f istiod.yaml
      
  6. Verify that the istiod pods are successfully restarted. Note that it might take a few seconds for the pods to become available.

      kubectl get pods -n istio-system | grep istiod
      

    Example output:

      istiod-b84c55cff-tllfr   1/1     Running   0          58s
      

Upgrade the CNI and ztunnel

  1. For the component that you want to update, get the current values for its Helm release in your cluster.

  2. Make edits to the Helm values of the components that you want to upgrade, and save the files. If you update the Istio minor version, such as in tag fields, be sure to also update the value of the hub field to the repo for the correct version of the Solo distribution of Istio.

  3. Upgrade your Helm releases with the updated values.

  4. Verify that the ztunnel and Istio CNI pods are successfully restarted. Note that it might take a few seconds for the pods to become available.

    Example output:

      istiod-85c4dfd97f-mncj5            1/1     Running   0             42s
    istio-cni-node-pr5rl               1/1     Running   0             42s
    istio-cni-node-pvmx2               1/1     Running   0             42s
    istio-cni-node-lcrcd               1/1     Running   0             42s
    ztunnel-tvtzn                      1/1     Running   0             40s
    ztunnel-vtpjm                      1/1     Running   0             40s
    ztunnel-hllxg                      1/1     Running   0             40s
      

Multicluster

Upgrade the multicluster ambient mesh in your multicluster setup.

Upgrade istioctl

  1. Save the details for the version of the Solo distribution of Istio that you want to upgrade to.

  2. Upgrade your istioctl CLI client to the new version.

    1. Get the OS and architecture that you use on your machine.

        OS=$(uname | tr '[:upper:]' '[:lower:]' | sed -E 's/darwin/osx/')
      ARCH=$(uname -m | sed -E 's/aarch/arm/; s/x86_64/amd64/; s/armv7l/armv7/')
      echo $OS
      echo $ARCH
        
    2. Download the Solo distribution of Istio binary and install istioctl.

        mkdir -p ~/.istioctl/bin
      curl -sSL https://storage.googleapis.com/istio-binaries-$REPO_KEY/$ISTIO_IMAGE/istioctl-$ISTIO_IMAGE-$OS-$ARCH.tar.gz | tar xzf - -C ~/.istioctl/bin
      chmod +x ~/.istioctl/bin/istioctl
      
      export PATH=${HOME}/.istioctl/bin:${PATH}
        
    3. Verify that the istioctl client is upgraded.

        istioctl version --remote=false
        

      Example output:

        client version: 1.25.2-solo
        

Upgrade CRDs and istiod

  1. Save the name and kubeconfig context of a cluster where you want to upgrade Istio in the following environment variables. Each time you repeat the steps in this guide, you change these variables to the next workload cluster’s name and context.

      export CLUSTER_NAME=<cluster-name>
    export CLUSTER_CONTEXT=<cluster-context>
      
  2. Upgrade the custom resources of the Kubernetes Gateway API to the latest supported version, 1.2.1.

      kubectl apply -f https://github.com/kubernetes-sigs/gateway-api/releases/download/v1.2.1/standard-install.yaml
      
  3. Upgrade the Istio CRDs to the new version.

      helm get values --kube-context ${CLUSTER_CONTEXT} istio-base -n istio-system -o yaml > istio-base.yaml
    helm upgrade istio-base oci://${HELM_REPO}/base \
    --namespace istio-system \
    --kube-context ${CLUSTER_CONTEXT} \
    --version ${ISTIO_IMAGE} \
    -f istio-base.yaml
      
  4. Get the current values for the istiod Helm release in your cluster.

      helm get values --kube-context ${CLUSTER_CONTEXT} istiod -n istio-system -o yaml > istiod.yaml
    open istiod.yaml
      
  5. Make edits to the istiod Helm values, and save the file. If you update the Istio minor version, such as in the global.tag field, be sure to also update the value of the hub field to the repo for the correct version of the Solo distribution of Istio.

  6. Upgrade your Helm release with the updated values.

      helm upgrade istiod oci://${HELM_REPO}/istiod \
    -n istio-system \
    --version ${ISTIO_IMAGE} \
    --kube-context ${CLUSTER_CONTEXT} \
    -f istiod.yaml
      
  7. Verify that the istiod pods are successfully restarted. Note that it might take a few seconds for the pods to become available.

      kubectl get pods --context ${CLUSTER_CONTEXT} -n istio-system | grep istiod
      

    Example output:

      istiod-b84c55cff-tllfr   1/1     Running   0          58s
      

Upgrade the CNI and ztunnel

  1. For the component that you want to update, get the current values for its Helm release in your cluster.

    • Kubernetes:
        helm get values istio-cni --kube-context ${CLUSTER_CONTEXT} -n istio-system -o yaml > cni.yaml
      open cni.yaml
      
      helm get values ztunnel --kube-context ${CLUSTER_CONTEXT} -n istio-system -o yaml > ztunnel.yaml
      open ztunnel.yaml
        
    • OpenShift:
        helm get values istio-cni --kube-context ${CLUSTER_CONTEXT} -n kube-system -o yaml > cni.yaml
      open cni.yaml
      
      helm get values ztunnel --kube-context ${CLUSTER_CONTEXT} -n kube-system -o yaml > ztunnel.yaml
      open ztunnel.yaml
        
  2. Make edits to the Helm values of the components that you want to upgrade, and save the files. If you update the Istio minor version, such as in tag fields, be sure to also update the value of the hub field to the repo for the correct version of the Solo distribution of Istio.

  3. Upgrade your Helm releases with the updated values.

    • Kubernetes:
        helm upgrade istio-cni oci://${HELM_REPO}/cni --kube-context ${CLUSTER_CONTEXT} -n istio-system --version ${ISTIO_IMAGE} -f cni.yaml
      
      helm upgrade ztunnel oci://${HELM_REPO}/ztunnel --kube-context ${CLUSTER_CONTEXT} -n istio-system --version ${ISTIO_IMAGE} -f ztunnel.yaml
        
    • OpenShift:
        helm upgrade istio-cni oci://${HELM_REPO}/cni --kube-context ${CLUSTER_CONTEXT} -n kube-system --version ${ISTIO_IMAGE} -f cni.yaml
      
      helm upgrade ztunnel oci://${HELM_REPO}/ztunnel --kube-context ${CLUSTER_CONTEXT} -n kube-system --version ${ISTIO_IMAGE} -f ztunnel.yaml
        
  4. Verify that the ztunnel and Istio CNI pods are successfully restarted. Note that it might take a few seconds for the pods to become available.

    Example output:

      istiod-85c4dfd97f-mncj5            1/1     Running   0             42s
    istio-cni-node-pr5rl               1/1     Running   0             42s
    istio-cni-node-pvmx2               1/1     Running   0             42s
    istio-cni-node-lcrcd               1/1     Running   0             42s
    ztunnel-tvtzn                      1/1     Running   0             40s
    ztunnel-vtpjm                      1/1     Running   0             40s
    ztunnel-hllxg                      1/1     Running   0             40s
      

Repeat for each cluster

Repeat Upgrade CRDs and istiod and Upgrade the CNI and ztunnel for each cluster in your setup. Note that no multicluster components, such as the east-west gateway or global service entries, require upgrades when you update the version of your other control and data plane components.