Migrating CoPilot Data

About Migrating CoPilot Data

Starting with CoPilot release 2.0.3, you can migrate data from one (source) CoPilot instance to another (destination) CoPilot instance.

Data migration is supported across regions, availability zones, and VPCs/VNets within the same CSP (migration is not supported across CSPs).

The data migrated includes the indexes shown in Settings > Index Management. The indexes are migrated from the data disk (volume) of the source instance to the data disk (volume) of the destination instance. Configuration data for CoPilot functions are also migrated, including but not limited to data for notifications, alerts, network behavior analytics configurations, threat IP configurations, and GeoBlocking configurations.

You would migrate CoPilot data when uptaking a new CoPilot image release version. After launching a new CoPilot instance based on the new image release version, you would migrate data from the old instance to the new instance. You would also migrate CoPilot data any time you want to deploy a new instance of CoPilot and retain your data from the old instance. You can launch the new instance through the same CSP marketplace portal as your existing instance, by using the controller UI (starting from Controller 6.7.1185 for AWS Cloud only), or by using Terraform scripts.

For instructions on migrating CoPilot data from a source to a destination instance, see Migrate data from one CoPilot instance to another.

Supported CoPilot Data Migration Paths

CoPilot supports the following data migration Paths:

Data Migration Flow for CoPilot Instance(s)

Migrate Data from One CoPilot Instance to Another

Data will be migrated from the old CoPilot data disk to the new CoPilot data disk.

Migrate Data from a Single CoPilot Instance to a CoPilot Clustered Deployment

Data will be migrated from the old CoPilot data disk to the data nodes of the new CoPilot cluster.

Migrate Data from a CoPilot Clustered Deployment to a CoPilot Clustered Deployment

Data will be migrated from the data nodes of the old CoPilot to the data nodes of the new CoPilot.

CoPilot Data Migration Preparations

These instructions for migrating CoPilot data apply to the migration paths that are listed in Supported Migration Types.

The following terms are used in these instructions:

  • old copilot — Refers to your current (source) CoPilot instance that you want to migrate data from.

  • new copilot — Refers to your newly deployed (destination) CoPilot instance that you want to migrate data to. If migrating data to a clustered deployment, this is the main CoPilot Server instance.

Notes about Data Migration Process

Please consider the following points about the data migration process in the current release:

  • A backup and restore solution for CoPilot data is currently not available.

  • Migration of CoPilot data is not supported across CSPs. Data migration is supported across regions, availability zones, and VPCs/VNets of the same CSP.

  • Aviatrix has tested data migration for infrastructures with up to a total of 500 GB of data. If you have a much larger infrastructure, please contact Aviatrix Support for more information about how to migrate your data.

  • If data migration fails and you want to retry the migration, please contact Aviatrix Support for assistance.

  • If the data migration utility fails to migrate all indexes, you cannot revert the migration but the data remains intact on the old copilot.

  • During the migration process, you cannot make configuration changes to the old copilot.

  • Upon starting the data migration, the netflow and syslog data sent by your Aviatrix gateways is automatically switched to be sent to your new copilot. If the migration fails, and you decide to terminate your new copilot, the netflow and syslog data that was directed to the new copilot during migration will be lost.

  • You can pick or customize the restore time period. However, we will restore the available data if the chosen time period does not have data.

  • If data migration fails and you decide to cancel the data migration, you can terminate your new copilot and continue to use your old copilot (by following the instructions indicated in the procedure).

CoPilot data may take a few hours for small environments and a few days for large environments. Environments with 500 GB of data may take 3 to 4 days to complete data migration.

The migration process will not cause down-time in your data plane but your CoPilot will not be available to receive new data for about 10 minutes after migration begins and 5 minutes after migration succeeds or fails. It is best practice to plan the migration during a maintenance window.

You can perform prerequisite tasks outside your maintenance window to save valuable time during the maintenance window. Please note that while you can use your old copilot during the migration process, any changes you make during the migration will NOT be reflected on the new copilot.

Perform Prerequisite Tasks for Migrating CoPilot Data

Before you begin the data migration process, perform the following tasks. Prerequisite tasks can be performed outside your maintenance window. When logging in to CoPilot, use a controller user account that has full admin permissions. To confirm that the user account has full admin permissions, log in to your Controller, go to Accounts > Account Users, and verify the "Permissions Groups" column is set to admin for the account in question.

Obtain the Required Information

Obtain the following information:

  • The IP address of your Aviatrix Controller.

  • The IP address of your old copilot. The old copilot IP address can be the private IP, public IP, or Elastic IP address (EIP) used for reachability of the instance.

  • The amount of storage used on your old copilot for the data volume containing CoPilot data. To look up the storage used, navigate to CoPilot > Settings > Resources and refer to the Used column of the volume. If your CoPilot is based on CoPilot image release version 1.5.1, you will see a cpltLV volume listed on the Resources page. In that case, refer to the Used column of the cpltLV volume to take note of the storage used.

Launch Your New Copilot

Make sure your new CoPilot meets the following:

  • The size of the disk/volume you specify for the Instance is the same size or larger than the storage used in your old copilot. If you deploy in AWS using the controller UI deploy process, you specify the size in the "Data Disk" column for the instance.

  • Take note of your new copilot IP address. The new copilot IP address can be the private IP, public IP, or Elastic IP address (EIP) used for reachability of the instance. It is highly recommended that a persistent IP is used such as an EIP or statically assigned private IP.

  • After launch, your new copilot will take about an hour to automatically update to the latest software release version. Your new copilot and old copilot must be the same software version before starting data migration. You will verify this later when following the data migration procedure.

Open Required Ports on Each CoPilot Instance

At the applicable CSP portal, on the new copilot VM:

  • Note: After initial deployment, your new copilot ports 31283 and 5000 will be open for any IP (0.0.0.0/0) . It is strongly recommended to remove the 0.0.0.0 entry from the inbound access rules for these ports and add entries for all your gateway IP addresses.

  • Open port 443 to receive TCP traffic from the old copilot (old copilot IP address).

  • Open port 31283 to receive UDP traffic from each of your Aviatrix gateways.

  • Open port 5000 to receive UDP traffic from each of your Aviatrix gateways. For private mode, you open TCP port 5000.

If you launched your new copilot from the Controller UI starting from Controller release 6.8, the above security group configurations will be automatically applied.

At the applicable CSP portal, on the old copilot VM:

  • Open port 9200 to receive TCP traffic from the new copilot(new copilot IP address).

  • Open port 443 to receive TCP traffic from the new copilot(new copilot IP address).

Verify the aviatrix-app-policy Permission has been Added to Your Access Account

  1. Verify that your Controller instance (Access Account) has the IAM role aviatrix-role-ec2 attached to it. Make sure the aviatrix-app-policy policy has been added to the aviatrix-role-ec2 role. See details about IAM roles in documentation:accounts-and-users:iam-role.adoc.

  2. If the aviatrix-app-policy policy has not been added yet, perform the following steps:

    1. Go to your Controller UI.

    2. From Access Accounts, choose your account name.

    3. Click the EDIT button.

    4. On the editing page, click the LAUNCH CLOUDFORMATION SCRIPT button to create the aviatrix-app-policy.

It is important to note that the "aviatrix-app-policy" policy is a critical component in order to ensure that you will be able to migrate your CoPilot data. See more detail about IAM policies in documentation:accounts-and-users:iam-role.adoc.

CoPilot Data Migration Procedure

The data migration steps listed below apply to the migration paths that are listed in Supported CoPilot Data Migration Paths.

To migrate CoPilot data from your old copilot to your new copilot:

  1. Verify you have performed all prerequisite tasks, including launching your new CoPilot and opening required ports as described in Perform Prerequisite Tasks for Migrating CoPilot Data>

  2. Open the new copilot application in your web browser:

    https://<copilot_ip>;

    • where <copilot_ip> is the IP address of your new copilot instance. For AWS clouds, this would be your Elastic IP (EIP) address. If the new CoPilot is a clustered deployment, it is the IP address of the main CoPilot server.

  3. Go through the initial setup process to enter information about your new copilot when prompted (see "Initial Setup of CoPilot" for information about each prompt). When prompted to enter the IP address of your controller, make sure you enter the IP address of the same controller your old copilot is pointing to.

  4. Verify the software version of your new copilot and old copilot are the same (they should both be software version 2.0.3 or later).

  5. Verify the Performance feature version on your new copilot and old copilot are the same (they should both use Performance v2 or v1).

    It is likely your old copilot is already using Performance v2 (the Switch to v2 option in the Performance page was activated). In this case, on your new copilot, select the Performance sidebar option, and when prompted, click Switch to v2. If your old copilot is using Performance v1 and your new copilot is using v2, click Switch to v2 on your old copilot.

  6. Go to the new copilot UI. From Settings, click Migration.

  7. Enter the IP address of your old copilot for the Old CoPilot IP field.

    • Where the IP address is the main CoPilot server of the old_copilot if the old CoPilot is a clustered deployment.

  8. Pick a time period for the data that you want to migrate from your old copilot to your new copilot.

    • You can choose All Available Data to restore all available data. Alternatively, you can choose a specific period from the drop-down list of the Time Period field.

    • You can also provide a custom time period for the migration data. However, if the custom time period does not exist, we use the available data under the available time period for data migration.

  9. Check the estimated size and estimated time of the data that you want to restore.

  10. Click Migrate.

    Migrating CoPilot data may take a few hours for small environments and a few days for large environments. Environments with 500 GB of data may take 3 to 4 days to complete data migration. If you use your old copilot during the migration process, changes you make during migration will NOT be reflected in the new copilot. Upon starting the data migration, the netflow and syslog data sent by your Aviatrix gateways is automatically switched to be sent to your new copilot.

  11. If data migration succeeds (Migration Complete):

    If all data indices migrate successfully, you will get a Migration Complete message. See these sections to Verify the Data Migration and Post CoPilot Migration Tasks.

  12. If data migration fails (Error: Failed to migrate. Please check the log below.*), see Troubleshoot CoPilot Data Migration

Verify the Data Migration

To verify the data are migrated on the new copilot:

  • Go to Settings > Index Management. Verify all indexes are visible.

  • Navigate to the CoPilot functional screens and verify you can see your configuration data for notifications, alerts, anomalies, threat IPs, GeoBlocking, and other configurations.

Post CoPilot Migration Tasks

After your new copilot is running with your migrated data intact, you can perform the following tasks:

  • On your new copilot, if you use your own SSL certificate (rather than the CoPilot self signed certificate), update the DNS servers associated with your certificate in Settings > Configuration.

  • Remove your old copilot and associated cloud resources:

    • EIP

    • Access/security groups

    • Disks/Volumes

    • VM/Instance

  • On your Aviatrix Controller, verify that the CoPilot association (Controller > Settings > CoPilot) is pointing to your new copilot IP. If you used the controller UI to launch your new copilot, this was automatically done for you. Additionally, verify that the Remote Syslog and Netflow Agent (Controller > Settings > Logging) are pointing to your new copilot IP.

Troubleshoot CoPilot Data Migration

If one or more data indices do not migrate, you will get an Error: Failed to migrate. message followed by a list of failed indices in the error message. Try the following methods to troubleshoot.

  • Retry the migration at least once by doing the following:

    1. Click the Clear Migration button. This clears the indexes in the status page of the user interface. It does not delete migrated indices.

    2. In the Migrate Data from Old CoPilot dialog, re-enter the IP address of your old copilot and tick the checkbox for acknowledging prerequisites.

    3. Click Migrate. The migration process will continue to migrate data from where it left off.

  • If the migration process continues to fail, you have the following options:

    • If you decide you want to continue to retry the data migration, please contact Aviatrix Support.

    • If you decide the indices that failed to migrate are not important (for example, they are very old records you no longer need), you can choose to use the new copilot. In this case, go to Verify Data Migration to verify the important data you want is indeed in your new copilot before deleting your old copilot.

Cancel CoPilot Data Migration

If you decide to cancel the data migration and continue to use your old copilot, do the following:

  1. At the applicable CSP portal for the new copilot, stop the instance/virtual machine.

  2. Turn on the Task Server on your old copilot (CoPilot > Settings > Services > Task Server).

  3. Configure your controller to send netflow data to your old copilot (Controller > Settings > Logging > Netflow Agent. See "Enable Netflow for CoPilot FlowIQ Data" for details.)

  4. Configure your controller to send syslog data to your old copilot(Controller > Settings > Logging > Remote Syslog. See "Enable Syslog for CoPilot Security Audit Data" for details.)

  5. At the applicable CSP portal for the old copilot VM, you can remove the access rules that were added to open TCP ports 9200 and 443 from the new copilot source IP.

  6. Remove your new copilot and its associated cloud resources.