Installing and configuring Hybrid Manager v1.3.4

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Overview

This guide walks you through planning, configuring, and installing Hybrid Manager (HM) onto your infrastructure.

The process is divided into 6 chronological phases to ensure dependencies are met before deployment proceeds.

Note

Please follow these phases in order. Skipping steps—particularly in Gathering your system requirements or Preparing your environment are the most common cause of installation failure.

Phase 1: Planning your architecture

Role focus: CTO / Architect / Lead Engineer

This initial phase is about designing your deployment architecture.

It concludes with documenting that architecture (Architectural Decision Record (ADR)), which then serves as the blueprint for all subsequent steps.

  • Goal: Define the foundational architecture for Hybrid Manager.

  • Key activities:

    • Review and select the appropriate Kubernetes flavor, topology, and deployment locations.

    • Document architectural decisions (ADR) as inputs for infrastructure requirements and Kubernetes installation (Phases 2 and 3).

  • Documentation: Planning your architecture

Note

You, as the customer, ultimately own your deployment architecture. While EDB's Sales Engineering, Professional Services, Support Team, or documentation can be consulted, the final architectural decisions rest with your team.

Phase 2: Gathering your system requirements

Role focus: Infrastructure engineer / CSP Administrator / Platform Engineer

This phase focuses on identifying, preparing, and verifying the infrastructure needed to support the architecture defined in Phase 1. This is where you begin preparing your configuration.

  • Goal: Fulfill all prerequisites and prepare the inputs for the core configuration file (values.yaml).

  • Key Activities:

    • Identify hardware, networking, storage, DNS requirements, and other system requirements for your chosen architecture.

    • Ensure all prerequisites are met for Kubernetes deployment.

    • Prepare to populate critical entries in the values.yaml file for Hybrid Manager.

  • Documentation: Gathering your system requirements

Note

EDB's Sales Engineering and Professional Services are the primary resources for communicating and clarifying detailed deployment requirements during the sales cycle or via a Statement of Work (SoW). The official documentation also provides comprehensive checklists.

Phase 3: Deploying your Kubernetes cluster

Role focus: Kubernetes engineer / CSP Administrator

This phase executes the deployment of your chosen Kubernetes environment based on the previous planning.

  • Goal: Deploy and provision the operational Kubernetes cluster.

  • Key activities:

    • Deploy Kubernetes according to the defined architecture and infrastructure requirements.

    • Implement necessary abstractions (node pools, storage classes, networking).

    • Validate that infrastructure requirements are met and update critical values.yaml entries.

  • Documentation: Deploying your Kubernetes cluster

Note

EDB support context: Customers own the installation and lifecycle operation of their Kubernetes cluster. Professional Services can be engaged via a Statement of Work (SoW), and Support can offer assistance through knowledge base articles.

Phase 4: Preparing your environment

Role focus: Site reliability engineer (SRE) / Infrastructure Engineer

Final preparations are made here to ensure the cluster is optimally configured to receive and run Hybrid Manager.

  • Goal: Provision necessary security and configuration resources.

  • Key activities:

    • Provision essential secrets and configuration resources as specified in values.yaml.

    • Perform further validation of cluster readiness for Hybrid Manager installation.

  • Documentation: Preparing your environment

Note

EDB Support Context: Final preparation for Hybrid Manager is primarily the customer's responsibility (except for Engineered Systems), as is the cluster's lifecycle operation. Professional Services can be engaged via a Statement of Work (SoW), and Support can offer assistance through knowledge base articles.

Phase 5: Installing Hybrid Manager

Role focus: Site reliability engineer (SRE) / Infrastructure Engineer

This is the final deployment step, where Hybrid Manager is installed into your prepared environment.

  • Goal: Deploy Hybrid Manager and confirm successful operation.

  • Key activities:

    • Final validation of the environment and deployment settings.

    • Deploy Hybrid Manager using customized values.yaml entries.

    • Confirm successful installation and operational readiness.

  • Documentation: See Hybrid Manager Installation

Note

Deployment responsibility: Installation of Hybrid Manager is optimally executed by the customer's SRE team, and the customer owns its lifecycle operation. If you are using an EDB managed service (CX), the EDB CX team executes the HM install. Professional Services and Sales Engineering can also be engaged for assistance, and Support has knowledge base articles available.

Phase 6: Exploring your post-installation options

Role focus: Infrastructure Engineer/Platform Administrator

Once the system is running, this phase covers the "Day 2" configurations required to unlock advanced features like AI workloads, external monitoring, and migration assistance.

  • Goal: Integrate the platform with your wider ecosystem and enable optional modules.

  • Key activities:

    • AI Capabilities: Connect S3 buckets and Fernet keys to enable the GenAI Builder.

    • Observability: Configure notification channels (PagerDuty, Email) and install agents for external database monitoring.

    • Migration: Enable Migration Co-pilot to assist with schema conversion.

  • Documentation: See Post-installation options

Configuring HM

Several detailed configuration SOPS are referenced throughout the installation procedure and are either useful or necessary to consult for specific instructions:

  1. Syncing images
  2. Configuring image discovery
  3. Enabling KMS for TDE

Planning architecture

Plan and document your Hybrid Manager platform architecture.

Gathering requirements

Determine your hardware, software, and external service requirements for a successful Hybrid Manager deployment.

Deploying Kubernetes

Provision and validate the Kubernetes infrastructure required to host Hybrid Manager.

Preparing environment

Step through preparing your environment for Hybrid Manager installation, including: syncing images to your local registry, configuring secrets, setting up any advanced features, and completing your `values.yaml` configuration file .

Installing Hybrid Manager

Run pre-flight checks, execute the Helm installation to deploy the Hybrid Manager, and verify system readiness.

Exploring post-install

Finalize and validate your Hybrid Manager deployment with post-installation configuration and checks.

Configuring

Configure necessary and optional features for your Hybrid manager installation.

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