Get started with your migration to Rancher v2.x by installing Rancher and configuring your new Rancher environment.

Outline

A. Install Rancher v2.x

The first step in migrating from v1.6 to v2.x is to install the Rancher v2.x Server side-by-side with your v1.6 Server, as you’ll need your old install during the migration process. Due to the architecture changes between v1.6 and v2.x, there is no direct path for upgrade. You’ll have to install v2.x independently and then migrate your v1.6 services to v2.x.

New for v2.x, all communication to Rancher Server is encrypted. The procedures below instruct you not only on installation of Rancher, but also creation and installation of these certificates.

Before installing v2.x, provision one host or more to function as your Rancher Server(s). You can find the requirements for these hosts in Server Requirements.

After provisioning your node(s), install Rancher:

  • Single Node Install

    For development environments, we recommend a single node install. This installation procedure deploys a single Rancher container to your host.

  • High Availability (HA) Install

    For production environments where your user base requires constant access to your cluster, we recommend installing Rancher in a high availability (HA) configuration. This installation procedure provisions a three-node cluster and installs Rancher on each node using a Helm chart.

    Important Difference: Although you could install Rancher v1.6 in an HA configuration using an external database and a Docker command on each node, Rancher v2.x in an HA configuration requires an existing Kubernetes cluster. Review High Availability (HA) Install for full requirements.

B. Configure Authentication

After your Rancher v2.x Server is installed, we recommend configuring external authentication (like Active Directory or GitHub) so that users can log into Rancher using their single sign-on. For a full list of supported authentication providers and instructions on how to configure them, see Authentication.

Rancher v2.x Authentication

Rancher v2.x Authentication

Local Users

Although we recommend using an external authentication provider, Rancher v1.6 and v2.x both offer support for users local to Rancher. However, these users cannot be migrated from Rancher v1.6 to v2.x. If you used local users in Rancher v1.6 and want to continue this practice in v2.x, you’ll need to manually recreate these user accounts and assign them access rights.

As a best practice, you should use a hybrid of external and local authentication. This practice provides access to Rancher should your external authentication experience an interruption, as you can still log in using a local user account. Set up a few local accounts as administrative users of Rancher.

SAML Authentication Providers

In Rancher v1.6, we encouraged our SAML users to use Shibboleth, as it was the only SAML authentication option we offered. However, to better support their minor differences, we’ve added more fully tested SAML providers for v2.x: Ping Identity, Microsoft ADFS, and FreeIPA.

C. Provision a Cluster and Project

Begin work in Rancher v2.x by using it to provision a new Kubernetes cluster, which is similar to an environment in v1.6. This cluster will host your application deployments.

A cluster and project in combined together in Rancher v2.x is equivalent to a v1.6 environment. A cluster is the compute boundary (i.e., your hosts) and a project is an administrative boundary (i.e., a grouping of namespaces used to assign access rights to users).

There’s more basic info on provisioning clusters in the headings below, but for full information, see Provisioning Kubernetes Clusters.

Clusters

In Rancher v1.6, compute nodes were added to an environment. Rancher v2.x eschews the term environment for cluster, as Kubernetes uses this term for a team of computers instead of environment.

Rancher v2.x lets you launch a Kubernetes cluster anywhere. Host your cluster using:

Projects

Additionally, Rancher v2.x introduces projects, which are objects that divide clusters into different application groups that are useful for applying user permissions. This model of clusters and projects allow for multi-tenancy because hosts are owned by the cluster, and the cluster can be further divided into multiple projects where users can manage their apps, but not those of others.

When you create a cluster, two projects are automatically created:

  • The System project, which includes system namespaces where important Kubernetes resources are running (like ingress controllers and cluster dns services)
  • The Default project.

However, for production environments, we recommend creating your own project and giving it a descriptive name.

After provisioning a new cluster and project, you can authorize your users to access and use project resources. Similarly to Rancher v1.6 environments, Rancher v2.x allows you to assign users to projects. By assigning users to projects, you can limit what applications and resources a user can access.

D. Create Stacks

In Rancher v1.6, stacks were used to group together the services that belong to your application. In v2.x, you need to create namespaces, which are the v2.x equivalent of stacks, for the same purpose.

In Rancher v2.x, namespaces are child objects to projects. When you create a project, a default namespace is added to the project, but you can create your own to parallel your stacks from v1.6.

During migration, if you don’t explicitly define which namespace a service should be deployed to, it’s deployed to the default namespace.

Just like v1.6, Rancher v2.x supports service discovery within and across namespaces (we’ll get to service discovery soon).

Next: Migrate Your Services