Chart version: 1.9.10
Api version: v1
App version: 1.9.10
IBM Cloud Transformation Advisor - Deprecated
Chart Type
Set me up:
helm repo add center
Install Chart:
helm install ibm-transadv-dev center/ibm-charts/ibm-transadv-dev
Versions (0)


Useful videos can be found here.


IBM Cloud Transformation Advisor helps you plan, prioritize, and package your on-premises workloads for modernization on IBM Cloud and IBM Cloud Private.

IBM Cloud Transformation Advisor will: - Gather your preferences regarding your current on-premises environment and desired cloud environments - Analyze your existing middleware deployments and upload the results to the IBM Cloud Transformation Advisor UI with a downloaded data collector - Provide recommendations for cloud migration and modernization as well as an estimated effort to migrate to different platforms - Create necessary deployment artifacts to accelerate your migration into IBM Cloud and IBM Cloud Private

IBM Cloud Transformation Advisor can scan and analyze the following on-premises workloads. The list is frequently growing, so check back often for what’s new!

Java EE application servers - WebSphere Application Server v7+ (application-only scanning v6.1+) - Oracle (™) WebLogic v6.x+ - Redhat (™) JBoss v4.x+ - Apache Tomcat v6.x+ - Java applications directly 

Messaging - IBM MQ v7+

Chart Details

The Transformation Advisor is delivered as an interconnected set of pods and kubernetes services. It consists of three pods: server, ui and database.

THIS CHART IS NOW DEPRECATED. No further updates will be provided and the chart will be removed on Aug 25th, 2020 after which the chart will no longer be displayed in the catalog. This will not impact existing deployments of the helm chart. See for alternative IBM Transformation Advisor 2.x deployment options.

Dynamic Provisioning

By default Transformation Advisor is configured to use dynamic provisioning. We strongly recommend that you use this option for your data storage.

Static Provisioning

If you choose not to use dynamic provisioning you can change the default settings for a Persistence Volume (PV), an existing claim (PVC), or no storage at all. Please see below for the different options:

Use following code to create a host path PV (only suitable for single worker systems and should not be used in production)

kind: PersistentVolume
apiVersion: v1
  name: transadv-pv
    type: local
  persistentVolumeReclaimPolicy: Recycle
    storage: 8Gi
    - ReadWriteMany
    path: "/usr/data"

In case NFS PV is used one needs to make sure the path exists on a disk where the data is stored and that it has enough permissions. The path is configurable on install time and defaults to “/opt/couchdb/data”. This is to avoid “permission for changing ownership” error:

mkdir -p /opt/couchdb/data
chmod -R 777 /opt/couchdb/data

In case a group is set up:

chmod -R 770 /opt/couchdb/data
  • Persistent storage using a predefined PersistentVolumeClaim or PersistentVolume setup prior to the deployment of this chart

    • Set global values to:
    • couchdb.persistence.enabled: true (default)
    • couchdb.persistence.useDynamicProvisioning: false (non-default)
    • Specify an existingClaimName per volume or leave the value empty and let the kubernetes binding process select a pre-existing volume based on the accessMode and size.
  • Persistent storage using kubernetes dynamic provisioning. Uses the default storageclass defined by the kubernetes admin or by using a custom storageclass which will override the default.

    • Set global values to:
    • couchdb.persistence.enabled: true (default)
    • couchdb.persistence.useDynamicProvisioning: true (default)
    • Specify a custom storageClassName per volume or leave the value empty to use the default storageClass.
  • No persistent storage (This option is not recommended).

    • You may install Transformation Advisor without using a Persistence Volume, however this has a number of limitations:
    • If the couchDB container is restarted for any reason then all of your data will be lost
    • If the couchDB container is restarted for any reason you will then need to restart the server container to re-initialize the couchDB
    • Enable this mode by setting the global values to:
    • couchdb.persistence.enabled: false (non-default)
    • couchdb.persistence.useDynamicProvisioning: false (non-default)

Resources Required

Minimum Configuration

Subsystem CPU Minimum Memory Minimum (GB) Disk Space Minimum (GB)
CouchDB 1 2 8
Server 1 2
UI 1 2

Install into a non-default namespace

  1. You need to follow the PodSecurityPolicy Requirements section below to create a namespace, service account, pod security policy, a role that has the policy and bind the role to the service account.

  2. After installation, TA with Ingress will not be enabled automatically unless you have registered OIDC client with the same OIDC client id, OIDC client secret, and TA release name.

  3. To enabled TA, you need an Admin to run the script at the bottom of your helm release page. Here is how to go to helm release page: Click the hamburger menu on the left upper corner in the ICP console > Workloads > Helm Releases > Click the TA release name you just created > Notes section is at the bottom of the page

PodSecurityPolicy Requirements

NOTE: ICP 3.1.1+ provides a pre-defined set of PodSecurityPolicies ( ibm-anyuid-psp ): * ibm-restricted-psp (default PSP, most-restrictive) * ibm-anyuid-psp * ibm-anyuid-hostpath-psp * ibm-anyuid-hostaccess-psp * ibm-privileged-psp (least-restrictive)

Select any of those along with the preselected ibm-restricted-psp while creating the namespace for Transformation Advisor. Installation will use default settings. No additional steps are needed.

In case of a custom PSP being required:

  • If you have pod security policy control enabled, you must have a PodSecurityPolicy that supports the following securityContext settings:
    • capabilities:
    • CHOWN
    • FOWNER
    • FSETID
    • KILL
    • SETGID
    • SETUID
    • NET_RAW
    • allowPrivilegeEscalation: true
    • readOnlyRootFilesystem: false
    • runAsNonRoot: false
    • runAsUser: 0
    • privileged: false > We are targeting to reduce the list above in future releases of this helm chart.

Note: If you are deploying to an IBM Cloud Private environment that does not support these security settings by default. Follow these instructions to enable your deployment.

Custom PodSecurityPolicy definition:

kubectl create namespace ta

kubectl create serviceaccount -n ta ta-sa

kubectl -n ta create -f- <<EOF
apiVersion: policy/v1beta1
kind: PodSecurityPolicy
  name: ta-psp
  allowPrivilegeEscalation: true
  readOnlyRootFilesystem: false
  - KILL
    rule: RunAsAny
    rule: RunAsAny
    rule: RunAsAny
    rule: RunAsAny
  - '*'

kubectl -n ta create role psp:unprivileged \
    --verb=use \
    --resource=podsecuritypolicy \

kubectl -n ta create rolebinding ta-sa:psp:unprivileged \
    --role=psp:unprivileged \

## Prerequisites

* If ingress is enabled, access to "services" namespace is required to set up authentication. 
* If persistence is enabled but no dynamic provisioning is used, Persistent Volumes must be created.
### Secret

As of TA 1.8.0, you need to create a secret on ICP. Here are two examples:

#### Create Secret from Command Line

Here is an example command to create a secret:
kubectl -n ta create secret generic transformation-advisor-secret --from-literal=db_username='plain-text-username' --from-literal=secret='plain-text-password'


  1. Please avoid equal sign (i.e. =) in plain text values. Your secret may not start with -hashed- in plain text value.
  2. -n ta refers to the namespace where the secret is to be created. The secret needs to be created in the same namespace as the TA deployment.

Create Secret from UI

In ICP admin console, go to left menu side bar > Configuration > Secrets > Create Secret.

In the Secret, 1. In the “General” section - you need to enter a name, which will be asked in the TA helm installation page. e.g. you can create a name called transformation-advisor-secret 2. In the “General” section - select the namespace to the same one which your TA will be installed to. You may need to create a namespace of your choice first. 3. In the “Data” section - add two entries of data with names called db_username and secret respectively. The value of these values must be base64 encoded, and the raw values must have no space. There are many ways to get base64 encoded. e.g. In bash

$ echo -n 'admin' | base64
# output: YWRtaW4=

echo -n "this-will-be-my-secret-without-space" | base64
# output: dGhpcy13aWxsLWJlLW15LXNlY3JldC13aXRob3V0LXNwYWNl
# Please you user own secret value

Note: You need base64 encoded values if you create the secret from ICP UI.

Installing the Chart

To install the chart via helm with the release name my-release:

helm install --name my-release --set authentication.icp.edgeIp=<edgeIP> --set authentication.icp.secretName=<my-secret> stable/ibm-transadv-dev --tls

The command deploys ibm-transadv-dev on the Kubernetes cluster in the default configuration. The configuration section lists the parameters that can be configured during installation.

Note: Those parameters are required for install authentication.icp.edgeIp, authentication.icp.secretName

Open Transformation Advisor UI

  • From Transformation Advisor release
  • Click “Launch” button
  • Click “release-name”-ui

(If “View In Menu” option is enabled on install)
- From Menu navigate to Tools - Click “Transformation”

Backup and restore data

Please follow instruction in here to backup/restore your data.


The following tables lists the configurable parameters of the Transformation Advisor helm chart and their default values.

Parameter Description Default
arch.amd64 Amd64 worker node scheduler preference in a hybrid cluster 3 - Most preferred
arch.ppc64le Ppc64le worker node scheduler preference in a hybrid cluster 2 - No preference
arch.s390x S390x worker node scheduler preference in a hybrid cluster 2 - No preference
ingress.enabled enable ingress to reach the service true
authentication.icp.edgeIp edge node IP ””
authentication.icp.endpointPort edge node login port 8443 (1)
authentication.icp.secretName The name of the secret in the Configuration in the same namespace of this release to be installed to ””
authentication.oidc.endpointPort                   OIDC authentication endpoint port                         9443                                                
authentication.oidc.clientId.clientId a OIDC registry will be created with this id ca5282946fac07867fbc937548cb35d3ebbace7e
authentication.oidc.clientSecret a OIDC registry will be created with this secret 94b6cbce793d0606c0df9e8d656a159f0c06631b
security.serviceAccountName name of the service account to use default
couchdb.image.repository couchdb image repository ibmcom/transformation-advisor-db
couchdb.image.tag couchdb image tag 1.9.9
couchdb.image.pullPolicy                    couchdb image pull policy         IfNotPresent                            
couchdb.resources.requests.memory requests memory 2Gi
couchdb.resources.requests.cpu requests cpu 1000m
couchdb.resources.limits.memory limits memory 8Gi
couchdb.resources.limits.cpu limits cpu 16000m
couchdb.persistence.enabled persistence enabled true
couchdb.persistence.volumeMountPath volume mount path /opt/couchdb/data
couchdb.persistence.accessMode couchdb access mode ReadWriteMany
couchdb.persistence.size couchdb storage size 8Gi
couchdb.persistence.useDynamicProvisioning use dynamic provisioning true
couchdb.persistence.existingClaim           existing pv claim         ””                                    
couchdb.persistence.storageClassName         couchdb storage class name       ””                                      
transadv.image.repository transadv server image ibmcom/transformation-advisor-server
transadv.image.tag transadv server image tag 1.9.9
transadv.image.pullPolicy image pull policy IfNotPresent
transadv.resources.requests.memory requests memory 2Gi
transadv.resources.requests.cpu requests cpu 1000m
transadv.resources.limits.memory limits memory 4Gi
transadv.resources.limits.cpu limits cpu 16000m
transadv.service.nodePort transadv sevice node port 30111
transadvui.image.repository                   transadv ui image                 ibmcom/transformation-advisor-ui      
transadvui.image.tag transadv ui image tag 1.9.9
transadvui.image.pullPolicy image pull policy IfNotPresent
transadvui.resources.requests.memory requests memory 2Gi
transadvui.resources.requests.cpu requests cpu 1000m
transadvui.resources.limits.memory limits memory 4Gi
transadvui.resources.limits.cpu limits cpu 16000m
transadvui.service.nodePort transadv sevice node port 30222
transadvui.inmenu add to Tools menu true


(1) The edge node login port can be varied when ICP is configured and installed. In ICP 3.1.2 or later, the port information can be found in the left navigation in ICP console UI, Configuration > ConfigMaps; then search for ibmcloud-cluster-info, the edge node login port value is from _cluster_router_httpsport

Requirements for Transformation Advisor Deployments to Liberty on IBM Cloud Private

Transformation Advisor enables you to quickly deploy suitable applications to Liberty on IBM Cloud Private with the push of a button. TA will create the necessary artifacts for a successful deployment to Liberty on IBM Cloud Private. Transformation Advisor uses the Liberty Helm charts for its deployments, and those charts have pre-requisites.

Note: The following instructions are a one time operation per target namespace. So for example, complete the following steps for your first deployment to the default microclimate pipeline namespace (called microclimate-pipeline-deployments) and you do not need to carry out these steps for subsequent deployments to that same namespace.

1. Prerequisites for Libert Helm Charts

The chart requires a PodSecurityPolicy to be bound to the target namespace prior to installation. There are configuration scripts that must be run in order to create this configuration in ICP. The scripts are available in the deployment artifacts that Transformation Advisor produces as part of the the migration plan. Download and unpack the “Helm Charts” item in the migration plan. The scripts can be found in the following location:

#### Configuration scripts can be used to create the required resources

The pre-install instructions are located at ```clusterAdministration/``` for cluster admins to create the PodSecurityPolicy and ClusterRole for all releases of this chart.

The namespace scoped instructions are located at ```namespaceAdministration/``` for team admin/operator to create the RoleBinding for the namespace. This script takes one argument; the name of a pre-existing namespace where the chart will be installed.
        Example usage: ```./ myNamespace```

#### Configuration scripts can be used to clean up resources created

Clean up scripts can be found in this location:
```<unpacked location>/ibm_cloud_pak/pak_extensions//post-delete```

The post-delete instructions are located at ```clusterAdministration/``` for cluster admins to delete the PodSecurityPolicy and ClusterRole for all releases of this chart.

The namespace scoped instructions are located at namespaceAdministration/ for team admin/operator to delete the RoleBinding for the namespace. This script takes one argument; the name of the namespace where the chart was installed.
        Example usage: ```./ myNamespace```

### 2. Image Pull Secret

The target namespace for your deployments need the following image pull secret to be defined: sa-`<target namespace>`. For example, if your target namespace is the default pipeline for microclimate deployments (called ```microclimate-pipeline-deployments```) then you need the following secret to be defined in that namespace: ```sa-microclimate-pipeline-deployments```.

You can define this secret in the following way:

kubectl create secret docker-registry sa-microclimate-pipeline-deployments
–namespace=microclimate-pipeline-deployments “`

Without this secret, you may see an error of that type Failed to pull image ... in the Events for your application pod.


  • Prior to TA 1.8, Transformation Advisor must be deployed in to the default namespace.

  • This chart should only use the default image tags provided with the chart. Different image versions might not be compatible with different versions of this chart.


For more help, or if you are experiencing issues please refer to the FAQ here.


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