Installing


OpenShift Container Platform 4.10

Installing and configuring OpenShift Container Platform clusters

Red Hat OpenShift Documentation Team

Abstract

This document provides information about installing OpenShift Container Platform and details about some configuration processes.

Chapter 1. OpenShift Container Platform installation overview

1.1. OpenShift Container Platform installation overview

The OpenShift Container Platform installation program offers you flexibility. You can use the installation program to deploy a cluster on infrastructure that the installation program provisions and the cluster maintains or deploy a cluster on infrastructure that you prepare and maintain.

These two basic types of OpenShift Container Platform clusters are frequently called installer-provisioned infrastructure clusters and user-provisioned infrastructure clusters.

Both types of clusters have the following characteristics:

  • Highly available infrastructure with no single points of failure is available by default
  • Administrators maintain control over what updates are applied and when

You use the same installation program to deploy both types of clusters. The main assets generated by the installation program are the Ignition config files for the bootstrap, master, and worker machines. With these three configurations and correctly configured infrastructure, you can start an OpenShift Container Platform cluster.

The OpenShift Container Platform installation program uses a set of targets and dependencies to manage cluster installation. The installation program has a set of targets that it must achieve, and each target has a set of dependencies. Because each target is only concerned with its own dependencies, the installation program can act to achieve multiple targets in parallel. The ultimate target is a running cluster. By meeting dependencies instead of running commands, the installation program is able to recognize and use existing components instead of running the commands to create them again.

The following diagram shows a subset of the installation targets and dependencies:

Figure 1.1. OpenShift Container Platform installation targets and dependencies

OpenShift Container Platform installation targets and dependencies

After installation, each cluster machine uses Red Hat Enterprise Linux CoreOS (RHCOS) as the operating system. RHCOS is the immutable container host version of Red Hat Enterprise Linux (RHEL) and features a RHEL kernel with SELinux enabled by default. It includes the kubelet, which is the Kubernetes node agent, and the CRI-O container runtime, which is optimized for Kubernetes.

Every control plane machine in an OpenShift Container Platform 4.10 cluster must use RHCOS, which includes a critical first-boot provisioning tool called Ignition. This tool enables the cluster to configure the machines. Operating system updates are delivered as an Atomic OSTree repository that is embedded in a container image that is rolled out across the cluster by an Operator. Actual operating system changes are made in-place on each machine as an atomic operation by using rpm-ostree. Together, these technologies enable OpenShift Container Platform to manage the operating system like it manages any other application on the cluster, via in-place upgrades that keep the entire platform up-to-date. These in-place updates can reduce the burden on operations teams.

If you use RHCOS as the operating system for all cluster machines, the cluster manages all aspects of its components and machines, including the operating system. Because of this, only the installation program and the Machine Config Operator can change machines. The installation program uses Ignition config files to set the exact state of each machine, and the Machine Config Operator completes more changes to the machines, such as the application of new certificates or keys, after installation.

1.1.1. Installation process

When you install an OpenShift Container Platform cluster, you download the installation program from the appropriate Infrastructure Provider page on the OpenShift Cluster Manager site. This site manages:

  • REST API for accounts
  • Registry tokens, which are the pull secrets that you use to obtain the required components
  • Cluster registration, which associates the cluster identity to your Red Hat account to facilitate the gathering of usage metrics

In OpenShift Container Platform 4.10, the installation program is a Go binary file that performs a series of file transformations on a set of assets. The way you interact with the installation program differs depending on your installation type.

  • For clusters with installer-provisioned infrastructure, you delegate the infrastructure bootstrapping and provisioning to the installation program instead of doing it yourself. The installation program creates all of the networking, machines, and operating systems that are required to support the cluster.
  • If you provision and manage the infrastructure for your cluster, you must provide all of the cluster infrastructure and resources, including the bootstrap machine, networking, load balancing, storage, and individual cluster machines.

You use three sets of files during installation: an installation configuration file that is named install-config.yaml, Kubernetes manifests, and Ignition config files for your machine types.

Important

It is possible to modify Kubernetes and the Ignition config files that control the underlying RHCOS operating system during installation. However, no validation is available to confirm the suitability of any modifications that you make to these objects. If you modify these objects, you might render your cluster non-functional. Because of this risk, modifying Kubernetes and Ignition config files is not supported unless you are following documented procedures or are instructed to do so by Red Hat support.

The installation configuration file is transformed into Kubernetes manifests, and then the manifests are wrapped into Ignition config files. The installation program uses these Ignition config files to create the cluster.

The installation configuration files are all pruned when you run the installation program, so be sure to back up all configuration files that you want to use again.

Important

You cannot modify the parameters that you set during installation, but you can modify many cluster attributes after installation.

The installation process with installer-provisioned infrastructure

The default installation type uses installer-provisioned infrastructure. By default, the installation program acts as an installation wizard, prompting you for values that it cannot determine on its own and providing reasonable default values for the remaining parameters. You can also customize the installation process to support advanced infrastructure scenarios. The installation program provisions the underlying infrastructure for the cluster.

You can install either a standard cluster or a customized cluster. With a standard cluster, you provide minimum details that are required to install the cluster. With a customized cluster, you can specify more details about the platform, such as the number of machines that the control plane uses, the type of virtual machine that the cluster deploys, or the CIDR range for the Kubernetes service network.

If possible, use this feature to avoid having to provision and maintain the cluster infrastructure. In all other environments, you use the installation program to generate the assets that you require to provision your cluster infrastructure.

With installer-provisioned infrastructure clusters, OpenShift Container Platform manages all aspects of the cluster, including the operating system itself. Each machine boots with a configuration that references resources hosted in the cluster that it joins. This configuration allows the cluster to manage itself as updates are applied.

The installation process with user-provisioned infrastructure

You can also install OpenShift Container Platform on infrastructure that you provide. You use the installation program to generate the assets that you require to provision the cluster infrastructure, create the cluster infrastructure, and then deploy the cluster to the infrastructure that you provided.

If you do not use infrastructure that the installation program provisioned, you must manage and maintain the cluster resources yourself, including:

  • The underlying infrastructure for the control plane and compute machines that make up the cluster
  • Load balancers
  • Cluster networking, including the DNS records and required subnets
  • Storage for the cluster infrastructure and applications

If your cluster uses user-provisioned infrastructure, you have the option of adding RHEL compute machines to your cluster.

Installation process details

Because each machine in the cluster requires information about the cluster when it is provisioned, OpenShift Container Platform uses a temporary bootstrap machine during initial configuration to provide the required information to the permanent control plane. It boots by using an Ignition config file that describes how to create the cluster. The bootstrap machine creates the control plane machines that make up the control plane. The control plane machines then create the compute machines, which are also known as worker machines. The following figure illustrates this process:

Figure 1.2. Creating the bootstrap, control plane, and compute machines

Creating bootstrap

After the cluster machines initialize, the bootstrap machine is destroyed. All clusters use the bootstrap process to initialize the cluster, but if you provision the infrastructure for your cluster, you must complete many of the steps manually.

Important
  • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
  • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

Bootstrapping a cluster involves the following steps:

  1. The bootstrap machine boots and starts hosting the remote resources required for the control plane machines to boot. (Requires manual intervention if you provision the infrastructure)
  2. The bootstrap machine starts a single-node etcd cluster and a temporary Kubernetes control plane.
  3. The control plane machines fetch the remote resources from the bootstrap machine and finish booting. (Requires manual intervention if you provision the infrastructure)
  4. The temporary control plane schedules the production control plane to the production control plane machines.
  5. The Cluster Version Operator (CVO) comes online and installs the etcd Operator. The etcd Operator scales up etcd on all control plane nodes.
  6. The temporary control plane shuts down and passes control to the production control plane.
  7. The bootstrap machine injects OpenShift Container Platform components into the production control plane.
  8. The installation program shuts down the bootstrap machine. (Requires manual intervention if you provision the infrastructure)
  9. The control plane sets up the compute nodes.
  10. The control plane installs additional services in the form of a set of Operators.

The result of this bootstrapping process is a running OpenShift Container Platform cluster. The cluster then downloads and configures remaining components needed for the day-to-day operation, including the creation of compute machines in supported environments.

1.1.2. Verifying node state after installation

The OpenShift Container Platform installation completes when the following installation health checks are successful:

  • The provisioner can access the OpenShift Container Platform web console.
  • All control plane nodes are ready.
  • All cluster Operators are available.
Note

After the installation completes, the specific cluster Operators responsible for the worker nodes continuously attempt to provision all worker nodes. It can take some time before all worker nodes report as READY. For installations on bare metal, wait a minimum of 60 minutes before troubleshooting a worker node. For installations on all other platforms, wait a minimum of 40 minutes before troubleshooting a worker node. A DEGRADED state for the cluster Operators responsible for the worker nodes depends on the Operators' own resources and not on the state of the nodes.

After your installation completes, you can continue to monitor the condition of the nodes in your cluster by using the following steps.

Prerequisites

  • The installation program resolves successfully in the terminal.

Procedure

  1. Show the status of all worker nodes:

    $ oc get nodes

    Example output

    NAME                           STATUS   ROLES    AGE   VERSION
    example-compute1.example.com   Ready    worker   13m   v1.21.6+bb8d50a
    example-compute2.example.com   Ready    worker   13m   v1.21.6+bb8d50a
    example-compute4.example.com   Ready    worker   14m   v1.21.6+bb8d50a
    example-control1.example.com   Ready    master   52m   v1.21.6+bb8d50a
    example-control2.example.com   Ready    master   55m   v1.21.6+bb8d50a
    example-control3.example.com   Ready    master   55m   v1.21.6+bb8d50a

  2. Show the phase of all worker machine nodes:

    $ oc get machines -A

    Example output

    NAMESPACE               NAME                           PHASE         TYPE   REGION   ZONE   AGE
    openshift-machine-api   example-zbbt6-master-0         Running                              95m
    openshift-machine-api   example-zbbt6-master-1         Running                              95m
    openshift-machine-api   example-zbbt6-master-2         Running                              95m
    openshift-machine-api   example-zbbt6-worker-0-25bhp   Running                              49m
    openshift-machine-api   example-zbbt6-worker-0-8b4c2   Running                              49m
    openshift-machine-api   example-zbbt6-worker-0-jkbqt   Running                              49m
    openshift-machine-api   example-zbbt6-worker-0-qrl5b   Running                              49m

Installation scope

The scope of the OpenShift Container Platform installation program is intentionally narrow. It is designed for simplicity and ensured success. You can complete many more configuration tasks after installation completes.

Additional resources

1.1.3. OpenShift Local overview

OpenShift Local supports rapid application development to get started building OpenShift Container Platform clusters. OpenShift Local is designed to run on a local computer to simplify setup and testing, and to emulate the cloud development environment locally with all of the tools needed to develop container-based applications.

Regardless of the programming language you use, OpenShift Local hosts your application and brings a minimal, preconfigured Red Hat OpenShift Container Platform cluster to your local PC without the need for a server-based infrastructure.

On a hosted environment, OpenShift Local can create microservices, convert them into images, and run them in Kubernetes-hosted containers directly on your laptop or desktop running Linux, macOS, or Windows 10 or later.

For more information about OpenShift Local, see Red Hat OpenShift Local Overview.

1.2. Supported platforms for OpenShift Container Platform clusters

In OpenShift Container Platform 4.10, you can install a cluster that uses installer-provisioned infrastructure on the following platforms:

  • Amazon Web Services (AWS)
  • Google Cloud Platform (GCP)
  • Microsoft Azure
  • Microsoft Azure Stack Hub
  • Red Hat OpenStack Platform (RHOSP) versions 16.1 and 16.2

  • IBM Cloud VPC
  • Red Hat Virtualization (RHV)
  • VMware vSphere
  • VMware Cloud (VMC) on AWS
  • Alibaba Cloud
  • Bare metal

For these clusters, all machines, including the computer that you run the installation process on, must have direct internet access to pull images for platform containers and provide telemetry data to Red Hat.

Important

After installation, the following changes are not supported:

  • Mixing cloud provider platforms
  • Mixing cloud provider components, such as using a persistent storage framework from a differing platform than what the cluster is installed on

In OpenShift Container Platform 4.10, you can install a cluster that uses user-provisioned infrastructure on the following platforms:

  • AWS
  • Azure
  • Azure Stack Hub
  • GCP
  • RHOSP versions 16.1 and 16.2
  • RHV
  • VMware vSphere
  • VMware Cloud on AWS
  • Bare metal
  • IBM Z or LinuxONE
  • IBM Power

Depending on the supported cases for the platform, installations on user-provisioned infrastructure allow you to run machines with full internet access, place your cluster behind a proxy, or perform a restricted network installation. In a restricted network installation, you can download the images that are required to install a cluster, place them in a mirror registry, and use that data to install your cluster. While you require internet access to pull images for platform containers, with a restricted network installation on vSphere or bare metal infrastructure, your cluster machines do not require direct internet access.

The OpenShift Container Platform 4.x Tested Integrations page contains details about integration testing for different platforms.

Additional resources

Chapter 2. Selecting a cluster installation method and preparing it for users

Before you install OpenShift Container Platform, decide what kind of installation process to follow and make sure you that you have all of the required resources to prepare the cluster for users.

2.1. Selecting a cluster installation type

Before you install an OpenShift Container Platform cluster, you need to select the best installation instructions to follow. Think about your answers to the following questions to select the best option.

2.1.1. Do you want to install and manage an OpenShift Container Platform cluster yourself?

If you want to install and manage OpenShift Container Platform yourself, you can install it on the following platforms:

  • Alibaba Cloud
  • Amazon Web Services (AWS) on 64-bit x86 instances
  • Amazon Web Services (AWS) on 64-bit ARM instances
  • Microsoft Azure
  • Microsoft Azure Stack Hub
  • Google Cloud Platform (GCP)
  • Red Hat OpenStack Platform (RHOSP)
  • Red Hat Virtualization (RHV)
  • IBM Cloud VPC
  • IBM Z and LinuxONE
  • IBM Z and LinuxONE for Red Hat Enterprise Linux (RHEL) KVM
  • IBM Power
  • VMware vSphere
  • VMware Cloud (VMC) on AWS
  • Bare metal or other platform agnostic infrastructure

You can deploy an OpenShift Container Platform 4 cluster to both on-premise hardware and to cloud hosting services, but all of the machines in a cluster must be in the same datacenter or cloud hosting service.

If you want to use OpenShift Container Platform but do not want to manage the cluster yourself, you have several managed service options. If you want a cluster that is fully managed by Red Hat, you can use OpenShift Dedicated or OpenShift Online. You can also use OpenShift as a managed service on Azure, AWS, IBM Cloud VPC, or Google Cloud. For more information about managed services, see the OpenShift Products page. If you install an OpenShift Container Platform cluster with a cloud virtual machine as a virtual bare metal, the corresponding cloud-based storage is not supported.

2.1.2. Have you used OpenShift Container Platform 3 and want to use OpenShift Container Platform 4?

If you used OpenShift Container Platform 3 and want to try OpenShift Container Platform 4, you need to understand how different OpenShift Container Platform 4 is. OpenShift Container Platform 4 weaves the Operators that package, deploy, and manage Kubernetes applications and the operating system that the platform runs on, Red Hat Enterprise Linux CoreOS (RHCOS), together seamlessly. Instead of deploying machines and configuring their operating systems so that you can install OpenShift Container Platform on them, the RHCOS operating system is an integral part of the OpenShift Container Platform cluster. Deploying the operating system for the cluster machines as part of the installation process for OpenShift Container Platform. See Differences between OpenShift Container Platform 3 and 4.

Because you need to provision machines as part of the OpenShift Container Platform cluster installation process, you cannot upgrade an OpenShift Container Platform 3 cluster to OpenShift Container Platform 4. Instead, you must create a new OpenShift Container Platform 4 cluster and migrate your OpenShift Container Platform 3 workloads to them. For more information about migrating, see Migrating from OpenShift Container Platform 3 to 4 overview. Because you must migrate to OpenShift Container Platform 4, you can use any type of production cluster installation process to create your new cluster.

2.1.3. Do you want to use existing components in your cluster?

Because the operating system is integral to OpenShift Container Platform, it is easier to let the installation program for OpenShift Container Platform stand up all of the infrastructure. These are called installer provisioned infrastructure installations. In this type of installation, you can provide some existing infrastructure to the cluster, but the installation program deploys all of the machines that your cluster initially needs.

You can deploy an installer-provisioned infrastructure cluster without specifying any customizations to the cluster or its underlying machines to Alibaba Cloud, AWS, Azure, Azure Stack Hub, GCP, or VMC on AWS. These installation methods are the fastest way to deploy a production-capable OpenShift Container Platform cluster.

If you need to perform basic configuration for your installer-provisioned infrastructure cluster, such as the instance type for the cluster machines, you can customize an installation for Alibaba Cloud, AWS, Azure, GCP, or VMC on AWS.

For installer-provisioned infrastructure installations, you can use an existing VPC in AWS, vNet in Azure, or VPC in GCP. You can also reuse part of your networking infrastructure so that your cluster in AWS, Azure, GCP, or VMC on AWS can coexist with existing IP address allocations in your environment and integrate with existing MTU and VXLAN configurations. If you have existing accounts and credentials on these clouds, you can re-use them, but you might need to modify the accounts to have the required permissions to install OpenShift Container Platform clusters on them.

You can use the installer-provisioned infrastructure method to create appropriate machine instances on your hardware for RHOSP, RHOSP with Kuryr, RHOSP on SR-IOV, RHV, vSphere, and bare metal. Additionally, for vSphere, VMC on AWS, you can also customize additional network parameters during installation.

If you want to reuse extensive cloud infrastructure, you can complete a user-provisioned infrastructure installation. With these installations, you manually deploy the machines that your cluster requires during the installation process. If you perform a user-provisioned infrastructure installation on AWS, Azure, Azure Stack Hub, GCP, or VMC on AWS, you can use the provided templates to help you stand up all of the required components. You can also reuse a shared VPC on GCP. Otherwise, you can use the provider-agnostic installation method to deploy a cluster into other clouds.

You can also complete a user-provisioned infrastructure installation on your existing hardware. If you use RHOSP, RHOSP on SR-IOV, RHV, IBM Z or LinuxONE, IBM Z or LinuxONE with RHEL KVM, IBM Power, or vSphere, use the specific installation instructions to deploy your cluster. If you use other supported hardware, follow the bare metal installation procedure. For some of these platforms, such as RHOSP, vSphere, VMC on AWS, and bare metal, you can also customize additional network parameters during installation.

2.1.4. Do you need extra security for your cluster?

If you use a user-provisioned installation method, you can configure a proxy for your cluster. The instructions are included in each installation procedure.

If you want to prevent your cluster on a public cloud from exposing endpoints externally, you can deploy a private cluster with installer-provisioned infrastructure on AWS, Azure, or GCP.

If you need to install your cluster that has limited access to the internet, such as a disconnected or restricted network cluster, you can mirror the installation packages and install the cluster from them. Follow detailed instructions for user provisioned infrastructure installations into restricted networks for AWS, GCP, IBM Z or LinuxONE, IBM Z or LinuxONE with RHEL KVM, IBM Power, vSphere, VMC on AWS, or bare metal. You can also install a cluster into a restricted network using installer-provisioned infrastructure by following detailed instructions for AWS, GCP, VMC on AWS, RHOSP, RHV, and vSphere.

If you need to deploy your cluster to an AWS GovCloud region, AWS China region, or Azure government region, you can configure those custom regions during an installer-provisioned infrastructure installation.

You can also configure the cluster machines to use FIPS Validated / Modules in Process cryptographic libraries during installation.

Important

The use of FIPS Validated / Modules in Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

2.2. Preparing your cluster for users after installation

Some configuration is not required to install the cluster but recommended before your users access the cluster. You can customize the cluster itself by customizing the Operators that make up your cluster and integrate you cluster with other required systems, such as an identity provider.

For a production cluster, you must configure the following integrations:

2.3. Preparing your cluster for workloads

Depending on your workload needs, you might need to take extra steps before you begin deploying applications. For example, after you prepare infrastructure to support your application build strategy, you might need to make provisions for low-latency workloads or to protect sensitive workloads. You can also configure monitoring for application workloads.

If you plan to run Windows workloads, you must enable hybrid networking with OVN-Kubernetes during the installation process; hybrid networking cannot be enabled after your cluster is installed.

2.4. Supported installation methods for different platforms

You can perform different types of installations on different platforms.

Note

Not all installation options are supported for all platforms, as shown in the following tables. A checkmark indicates that the option is supported and links to the relevant section.

Table 2.1. Installer-provisioned infrastructure options
 AlibabaAWS (64-bit x86)AWS (64-bit ARM)AzureAzure Stack HubGCPRHOSPRHOSP on SR-IOVRHVBare metalvSphereVMCIBM Cloud VPCIBM ZIBM Power

Default

  

  

Custom

 

  

Network customization

   

  

Restricted network

 

   

 

   

Private clusters

 

 

         

Existing virtual private networks

 

 

         

Government regions

 

 

           

Secret regions

 

             

China regions

 

             
Table 2.2. User-provisioned infrastructure options
 AlibabaAWSAzureAzure Stack HubGCPRHOSPRHOSP on SR-IOVRHVBare metal (64-bit x86)Bare metal (64-bit ARM)vSphereVMCIBM Cloud VPCIBM ZIBM Z with RHEL KVMIBM PowerPlatform agnostic

Custom

 

 

Network customization

     

  

     

Restricted network

 

  

  

 

 

 

Shared VPC hosted outside of cluster project

    

            

Chapter 3. Disconnected installation mirroring

3.1. About disconnected installation mirroring

You can use a mirror registry to ensure that your clusters only use container images that satisfy your organizational controls on external content. Before you install a cluster on infrastructure that you provision in a restricted network, you must mirror the required container images into that environment. To mirror container images, you must have a registry for mirroring.

3.1.1. Creating a mirror registry

If you already have a container image registry, such as Red Hat Quay, you can use it as your mirror registry. If you do not already have a registry, you can create a mirror registry using the mirror registry for Red Hat OpenShift.

3.1.2. Mirroring images for a disconnected installation

You can use one of the following procedures to mirror your OpenShift Container Platform image repository to your mirror registry:

3.2. Creating a mirror registry with mirror registry for Red Hat OpenShift

The mirror registry for Red Hat OpenShift is a small and streamlined container registry that you can use as a target for mirroring the required container images of OpenShift Container Platform for disconnected installations.

If you already have a container image registry, such as Red Hat Quay, you can skip this section and go straight to Mirroring the OpenShift Container Platform image repository.

3.2.1. Prerequisites

  • An OpenShift Container Platform subscription.
  • Red Hat Enterprise Linux (RHEL) 8 and 9 with Podman 3.3 and OpenSSL installed.
  • Fully qualified domain name for the Red Hat Quay service, which must resolve through a DNS server.
  • Key-based SSH connectivity on the target host. SSH keys are automatically generated for local installs. For remote hosts, you must generate your own SSH keys.
  • 2 or more vCPUs.
  • 8 GB of RAM.
  • About 12 GB for OpenShift Container Platform 4.10 release images, or about 358 GB for OpenShift Container Platform 4.10 release images and OpenShift Container Platform 4.10 Red Hat Operator images. Up to 1 TB per stream or more is suggested.

    Important

    These requirements are based on local testing results with only release images and Operator images. Storage requirements can vary based on your organization’s needs. You might require more space, for example, when you mirror multiple z-streams. You can use standard Red Hat Quay functionality or the proper API callout to remove unnecessary images and free up space.

3.2.2. Mirror registry for Red Hat OpenShift introduction

For disconnected deployments of OpenShift Container Platform, a container registry is required to carry out the installation of the clusters. To run a production-grade registry service on such a cluster, you must create a separate registry deployment to install the first cluster. The mirror registry for Red Hat OpenShift addresses this need and is included in every OpenShift subscription. It is available for download on the OpenShift console Downloads page.

The mirror registry for Red Hat OpenShift allows users to install a small-scale version of Red Hat Quay and its required components using the mirror-registry command line interface (CLI) tool. The mirror registry for Red Hat OpenShift is deployed automatically with pre-configured local storage and a local database. It also includes auto-generated user credentials and access permissions with a single set of inputs and no additional configuration choices to get started.

The mirror registry for Red Hat OpenShift provides a pre-determined network configuration and reports deployed component credentials and access URLs upon success. A limited set of optional configuration inputs like fully qualified domain name (FQDN) services, superuser name and password, and custom TLS certificates are also provided. This provides users with a container registry so that they can easily create an offline mirror of all OpenShift Container Platform release content when running OpenShift Container Platform in restricted network environments.

The mirror registry for Red Hat OpenShift is limited to hosting images that are required to install a disconnected OpenShift Container Platform cluster, such as Release images or Red Hat Operator images. It uses local storage on your Red Hat Enterprise Linux (RHEL) machine, and storage supported by RHEL is supported by the mirror registry for Red Hat OpenShift. Content built by customers should not be hosted by the mirror registry for Red Hat OpenShift.

Unlike Red Hat Quay, the mirror registry for Red Hat OpenShift is not a highly-available registry and only local file system storage is supported. Using the mirror registry for Red Hat OpenShift with more than one cluster is discouraged, because multiple clusters can create a single point of failure when updating your cluster fleet. It is advised to leverage the mirror registry for Red Hat OpenShift to install a cluster that can host a production-grade, highly-available registry such as Red Hat Quay, which can serve OpenShift Container Platform content to other clusters.

Use of the mirror registry for Red Hat OpenShift is optional if another container registry is already available in the install environment.

3.2.3. Mirroring on a local host with mirror registry for Red Hat OpenShift

This procedure explains how to install the mirror registry for Red Hat OpenShift on a local host using the mirror-registry installer tool. By doing so, users can create a local host registry running on port 443 for the purpose of storing a mirror of OpenShift Container Platform images.

Note

Installing the mirror registry for Red Hat OpenShift using the mirror-registry CLI tool makes several changes to your machine. After installation, a $HOME/quay-install directory is created, which has installation files, local storage, and the configuration bundle. Trusted SSH keys are generated in case the deployment target is the local host, and systemd files on the host machine are set up to ensure that container runtimes are persistent. Additionally, an initial user named init is created with an automatically generated password. All access credentials are printed at the end of the install routine.

Procedure

  1. Download the mirror-registry.tar.gz package for the latest version of the mirror registry for Red Hat OpenShift found on the OpenShift console Downloads page.
  2. Install the mirror registry for Red Hat OpenShift on your local host with your current user account by using the mirror-registry tool. For a full list of available flags, see "mirror registry for Red Hat OpenShift flags".

    $ ./mirror-registry install \
      --quayHostname <host_example_com> \
      --quayRoot <example_directory_name>
  3. Use the user name and password generated during installation to log into the registry by running the following command:

    $ podman login -u init \
      -p <password> \
      <host_example_com>:8443> \
      --tls-verify=false 1
    1
    You can avoid running --tls-verify=false by configuring your system to trust the generated rootCA certificates. See "Using SSL to protect connections to Red Hat Quay" and "Configuring the system to trust the certificate authority" for more information.
    Note

    You can also log in by accessing the UI at https://<host.example.com>:8443 after installation.

  4. You can mirror OpenShift Container Platform images after logging in. Depending on your needs, see either the "Mirroring the OpenShift Container Platform image repository" or the "Mirroring Operator catalogs for use with disconnected clusters" sections of this document.

    Note

    If there are issues with images stored by the mirror registry for Red Hat OpenShift due to storage layer problems, you can remirror the OpenShift Container Platform images, or reinstall mirror registry on more stable storage.

3.2.4. Updating mirror registry for Red Hat OpenShift from a local host

This procedure explains how to update the mirror registry for Red Hat OpenShift from a local host using the upgrade command. Updating to the latest version ensures new features, bug fixes, and security vulnerability fixes.

Important

When updating, there is intermittent downtime of your mirror registry, as it is restarted during the update process.

Prerequisites

  • You have installed the mirror registry for Red Hat OpenShift on a local host.

Procedure

  • If you are upgrading the mirror registry for Red Hat OpenShift from 1.2.z → 1.3.0, and your installation directory is the default at /etc/quay-install, you can enter the following command:

    $ sudo ./mirror-registry upgrade -v
    Note
    • mirror registry for Red Hat OpenShift migrates Podman volumes for Quay storage, Postgres data, and /etc/quay-install data to the new $HOME/quay-install location. This allows you to use mirror registry for Red Hat OpenShift without the --quayRoot flag during future upgrades.
    • Users who upgrade mirror registry for Red Hat OpenShift with the ./mirror-registry upgrade -v flag must include the same credentials used when creating their mirror registry. For example, if you installed the mirror registry for Red Hat OpenShift with --quayHostname <host_example_com> and --quayRoot <example_directory_name>, you must include that string to properly upgrade the mirror registry.
  • If you are upgrading the mirror registry for Red Hat OpenShift from 1.2.z → 1.3.0 and you used a specified directory in your 1.2.z deployment, you must pass in the new --pgStorage`and `--quayStorage flags. For example:

    $ sudo ./mirror-registry upgrade --quayHostname <host_example_com> --quayRoot <example_directory_name> --pgStorage <example_directory_name>/pg-data --quayStorage <example_directory_name>/quay-storage -v

3.2.5. Mirroring on a remote host with mirror registry for Red Hat OpenShift

This procedure explains how to install the mirror registry for Red Hat OpenShift on a remote host using the mirror-registry tool. By doing so, users can create a registry to hold a mirror of OpenShift Container Platform images.

Note

Installing the mirror registry for Red Hat OpenShift using the mirror-registry CLI tool makes several changes to your machine. After installation, a $HOME/quay-install directory is created, which has installation files, local storage, and the configuration bundle. Trusted SSH keys are generated in case the deployment target is the local host, and systemd files on the host machine are set up to ensure that container runtimes are persistent. Additionally, an initial user named init is created with an automatically generated password. All access credentials are printed at the end of the install routine.

Procedure

  1. Download the mirror-registry.tar.gz package for the latest version of the mirror registry for Red Hat OpenShift found on the OpenShift console Downloads page.
  2. Install the mirror registry for Red Hat OpenShift on your local host with your current user account by using the mirror-registry tool. For a full list of available flags, see "mirror registry for Red Hat OpenShift flags".

    $ ./mirror-registry install -v \
      --targetHostname <host_example_com> \
      --targetUsername <example_user> \
      -k ~/.ssh/my_ssh_key \
      --quayHostname <host_example_com> \
      --quayRoot <example_directory_name>
  3. Use the user name and password generated during installation to log into the mirror registry by running the following command:

    $ podman login -u init \
      -p <password> \
      <host_example_com>:8443> \
      --tls-verify=false 1
    1
    You can avoid running --tls-verify=false by configuring your system to trust the generated rootCA certificates. See "Using SSL to protect connections to Red Hat Quay" and "Configuring the system to trust the certificate authority" for more information.
    Note

    You can also log in by accessing the UI at https://<host.example.com>:8443 after installation.

  4. You can mirror OpenShift Container Platform images after logging in. Depending on your needs, see either the "Mirroring the OpenShift Container Platform image repository" or the "Mirroring Operator catalogs for use with disconnected clusters" sections of this document.

    Note

    If there are issues with images stored by the mirror registry for Red Hat OpenShift due to storage layer problems, you can remirror the OpenShift Container Platform images, or reinstall mirror registry on more stable storage.

3.2.6. Updating mirror registry for Red Hat OpenShift from a remote host

This procedure explains how to update the mirror registry for Red Hat OpenShift from a remote host using the upgrade command. Updating to the latest version ensures bug fixes and security vulnerability fixes.

Important

When updating, there is intermittent downtime of your mirror registry, as it is restarted during the update process.

Prerequisites

  • You have installed the mirror registry for Red Hat OpenShift on a remote host.

Procedure

  • To upgrade the mirror registry for Red Hat OpenShift from a remote host, enter the following command:

    $ ./mirror-registry upgrade -v --targetHostname <remote_host_url> --targetUsername <user_name> -k ~/.ssh/my_ssh_key
    Note

    Users who upgrade the mirror registry for Red Hat OpenShift with the ./mirror-registry upgrade -v flag must include the same credentials used when creating their mirror registry. For example, if you installed the mirror registry for Red Hat OpenShift with --quayHostname <host_example_com> and --quayRoot <example_directory_name>, you must include that string to properly upgrade the mirror registry.

3.2.7. Uninstalling the mirror registry for Red Hat OpenShift

  • You can uninstall the mirror registry for Red Hat OpenShift from your local host by running the following command:

    $ ./mirror-registry uninstall -v \
      --quayRoot <example_directory_name>
    Note
    • Deleting the mirror registry for Red Hat OpenShift will prompt the user before deletion. You can use --autoApprove to skip this prompt.
    • Users who install the mirror registry for Red Hat OpenShift with the --quayRoot flag must include the --quayRoot flag when uninstalling. For example, if you installed the mirror registry for Red Hat OpenShift with --quayRoot example_directory_name, you must include that string to properly uninstall the mirror registry.

3.2.8. Mirror registry for Red Hat OpenShift flags

The following flags are available for the mirror registry for Red Hat OpenShift:

FlagsDescription

--autoApprove

A boolean value that disables interactive prompts. If set to true, the quayRoot directory is automatically deleted when uninstalling the mirror registry. Defaults to false if left unspecified.

--initPassword

The password of the init user created during Quay installation. Must be at least eight characters and contain no whitespace.

--initUser string

Shows the username of the initial user. Defaults to init if left unspecified.

--no-color, -c

Allows users to disable color sequences and propagate that to Ansible when running install, uninstall, and upgrade commands.

--pgStorage

The folder where Postgres persistent storage data is saved. Defaults to the pg-storage Podman volume. Root privileges are required to uninstall.

--quayHostname

The fully-qualified domain name of the mirror registry that clients will use to contact the registry. Equivalent to SERVER_HOSTNAME in the Quay config.yaml. Must resolve by DNS. Defaults to <targetHostname>:8443 if left unspecified. [1]

--quayStorage

The folder where Quay persistent storage data is saved. Defaults to the quay-storage Podman volume. Root privileges are required to uninstall.

--quayRoot, -r

The directory where container image layer and configuration data is saved, including rootCA.key, rootCA.pem, and rootCA.srl certificates. Defaults to $HOME/quay-install if left unspecified.

--ssh-key, -k

The path of your SSH identity key. Defaults to ~/.ssh/quay_installer if left unspecified.

--sslCert

The path to the SSL/TLS public key / certificate. Defaults to {quayRoot}/quay-config and is auto-generated if left unspecified.

--sslCheckSkip

Skips the check for the certificate hostname against the SERVER_HOSTNAME in the config.yaml file. [2]

--sslKey

The path to the SSL/TLS private key used for HTTPS communication. Defaults to {quayRoot}/quay-config and is auto-generated if left unspecified.

--targetHostname, -H

The hostname of the target you want to install Quay to. Defaults to $HOST, for example, a local host, if left unspecified.

--targetUsername, -u

The user on the target host which will be used for SSH. Defaults to $USER, for example, the current user if left unspecified.

--verbose, -v

Shows debug logs and Ansible playbook outputs.

--version

Shows the version for the mirror registry for Red Hat OpenShift.

  1. --quayHostname must be modified if the public DNS name of your system is different from the local hostname. Additionally, the --quayHostname flag does not support installation with an IP address. Installation with a hostname is required.
  2. --sslCheckSkip is used in cases when the mirror registry is set behind a proxy and the exposed hostname is different from the internal Quay hostname. It can also be used when users do not want the certificates to be validated against the provided Quay hostname during installation.

3.2.9. Mirror registry for Red Hat OpenShift release notes

The mirror registry for Red Hat OpenShift is a small and streamlined container registry that you can use as a target for mirroring the required container images of OpenShift Container Platform for disconnected installations.

These release notes track the development of the mirror registry for Red Hat OpenShift in OpenShift Container Platform.

For an overview of the mirror registry for Red Hat OpenShift, see Creating a mirror registry with mirror registry for Red Hat OpenShift.

3.2.9.1. Mirror registry for Red Hat OpenShift 1.3.8

Issued: 2023-08-16

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.8.11.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.2. Mirror registry for Red Hat OpenShift 1.3.7

Issued: 2023-07-19

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.8.10.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.3. Mirror registry for Red Hat OpenShift 1.3.6

Issued: 2023-05-30

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.8.8.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.4. Mirror registry for Red Hat OpenShift 1.3.5

Issued: 2023-05-18

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.8.7.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.5. Mirror registry for Red Hat OpenShift 1.3.4

Issued: 2023-04-25

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.8.6.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.6. Mirror registry for Red Hat OpenShift 1.3.3

Issued: 2023-04-05

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.8.5.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.7. Mirror registry for Red Hat OpenShift 1.3.2

Issued: 2023-03-21

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.8.4.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.8. Mirror registry for Red Hat OpenShift 1.3.1

Issued: 2023-03-7

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.8.3.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.9. Mirror registry for Red Hat OpenShift 1.3.0

Issued: 2023-02-20

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.8.1.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.9.1. New features
  • Mirror registry for Red Hat OpenShift is now supported on Red Hat Enterprise Linux (RHEL) 9 installations.
  • IPv6 support is now available on mirror registry for Red Hat OpenShift local host installations.

    IPv6 is currently unsupported on mirror registry for Red Hat OpenShift remote host installations.

  • A new feature flag, --quayStorage, has been added. With this flag, users with root privileges can manually set the location of their Quay persistent storage.
  • A new feature flag, --pgStorage, has been added. With this flag, users with root privileges can manually set the location of their Postgres persistent storage.
  • Previously, users were required to have root privileges (sudo) to install mirror registry for Red Hat OpenShift. With this update, sudo is no longer required to install mirror registry for Red Hat OpenShift.

    When mirror registry for Red Hat OpenShift was installed with sudo, an /etc/quay-install directory that contained installation files, local storage, and the configuration bundle was created. With the removal of the sudo requirement, installation files and the configuration bundle are now installed to $HOME/quay-install. Local storage, for example Postgres and Quay, are now stored in named volumes automatically created by Podman.

    To override the default directories that these files are stored in, you can use the command line arguments for mirror registry for Red Hat OpenShift. For more information about mirror registry for Red Hat OpenShift command line arguments, see "Mirror registry for Red Hat OpenShift flags".

3.2.9.9.2. Bug fixes
  • Previously, the following error could be returned when attempting to uninstall mirror registry for Red Hat OpenShift: ["Error: no container with name or ID \"quay-postgres\" found: no such container"], "stdout": "", "stdout_lines": []*. With this update, the order that mirror registry for Red Hat OpenShift services are stopped and uninstalled have been changed so that the error no longer occurs when uninstalling mirror registry for Red Hat OpenShift. For more information, see PROJQUAY-4629.
3.2.9.10. Mirror registry for Red Hat OpenShift 1.2.9

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.10.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.11. Mirror registry for Red Hat OpenShift 1.2.8

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.9.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.12. Mirror registry for Red Hat OpenShift 1.2.7

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.8.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.12.1. Bug fixes
  • Previously, getFQDN() relied on the fully-qualified domain name (FQDN) library to determine its FQDN, and the FQDN library tried to read the /etc/hosts folder directly. Consequently, on some Red Hat Enterprise Linux CoreOS (RHCOS) installations with uncommon DNS configurations, the FQDN library would fail to install and abort the installation. With this update, mirror registry for Red Hat OpenShift uses hostname to determine the FQDN. As a result, the FQDN library does not fail to install. (PROJQUAY-4139)
3.2.9.13. Mirror registry for Red Hat OpenShift 1.2.6

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.7.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.13.1. New features

A new feature flag, --no-color (-c) has been added. This feature flag allows users to disable color sequences and propagate that to Ansible when running install, uninstall, and upgrade commands.

3.2.9.14. Mirror registry for Red Hat OpenShift 1.2.5

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.6.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.15. Mirror registry for Red Hat OpenShift 1.2.4

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.5.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.16. Mirror registry for Red Hat OpenShift 1.2.3

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.4.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.17. Mirror registry for Red Hat OpenShift 1.2.2

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.3.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.18. Mirror registry for Red Hat OpenShift 1.2.1

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.2.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.19. Mirror registry for Red Hat OpenShift 1.2.0

Mirror registry for Red Hat OpenShift is now available with Red Hat Quay 3.7.1.

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.19.1. Bug fixes
  • Previously, all components and workers running inside of the Quay pod Operator had log levels set to DEBUG. As a result, large traffic logs were created that consumed unnecessary space. With this update, log levels are set to WARN by default, which reduces traffic information while emphasizing problem scenarios. (PROJQUAY-3504)
3.2.9.20. Mirror registry for Red Hat OpenShift 1.1.0

The following advisory is available for the mirror registry for Red Hat OpenShift:

3.2.9.20.1. New features
  • A new command, mirror-registry upgrade has been added. This command upgrades all container images without interfering with configurations or data.

    Note

    If quayRoot was previously set to something other than default, it must be passed into the upgrade command.

3.2.9.20.2. Bug fixes
  • Previously, the absence of quayHostname or targetHostname did not default to the local hostname. With this update, quayHostname and targetHostname now default to the local hostname if they are missing. (PROJQUAY-3079)
  • Previously, the command ./mirror-registry --version returned an unknown flag error. Now, running ./mirror-registry --version returns the current version of the mirror registry for Red Hat OpenShift. (PROJQUAY-3086)
  • Previously, users could not set a password during installation, for example, when running ./mirror-registry install --initUser <user_name> --initPassword <password> --verbose. With this update, users can set a password during installation. (PROJQUAY-3149)
  • Previously, the mirror registry for Red Hat OpenShift did not recreate pods if they were destroyed. Now, pods are recreated if they are destroyed. (PROJQUAY-3261)

3.2.10. Troubleshooting mirror registry for Red Hat OpenShift

To assist in troubleshooting mirror registry for Red Hat OpenShift, you can gather logs of systemd services installed by the mirror registry. The following services are installed:

  • quay-app.service
  • quay-postgres.service
  • quay-redis.service
  • quay-pod.service

Prerequisites

  • You have installed mirror registry for Red Hat OpenShift.

Procedure

  • If you installed mirror registry for Red Hat OpenShift with root privileges, you can get the status information of its systemd services by entering the following command:

    $ sudo systemctl status <service>
  • If you installed mirror registry for Red Hat OpenShift as a standard user, you can get the status information of its systemd services by entering the following command:

    $ systemctl --user status <service>

3.3. Mirroring images for a disconnected installation

You can ensure your clusters only use container images that satisfy your organizational controls on external content. Before you install a cluster on infrastructure that you provision in a restricted network, you must mirror the required container images into that environment. To mirror container images, you must have a registry for mirroring.

Important

You must have access to the internet to obtain the necessary container images. In this procedure, you place your mirror registry on a mirror host that has access to both your network and the internet. If you do not have access to a mirror host, use the Mirroring Operator catalogs for use with disconnected clusters procedure to copy images to a device you can move across network boundaries with.

3.3.1. Prerequisites

If you have an entitlement to Red Hat Quay, see the documentation on deploying Red Hat Quay for proof-of-concept purposes or by using the Quay Operator. If you need additional assistance selecting and installing a registry, contact your sales representative or Red Hat support.

  • If you do not already have an existing solution for a container image registry, subscribers of OpenShift Container Platform are provided a mirror registry for Red Hat OpenShift. The mirror registry for Red Hat OpenShift is included with your subscription and is a small-scale container registry that can be used to mirror the required container images of OpenShift Container Platform in disconnected installations.

3.3.2. About the mirror registry

You can mirror the images that are required for OpenShift Container Platform installation and subsequent product updates to a container mirror registry such as Red Hat Quay, JFrog Artifactory, Sonatype Nexus Repository, or Harbor. If you do not have access to a large-scale container registry, you can use the mirror registry for Red Hat OpenShift, a small-scale container registry included with OpenShift Container Platform subscriptions.

You can use any container registry that supports Docker v2-2, such as Red Hat Quay, the mirror registry for Red Hat OpenShift, Artifactory, Sonatype Nexus Repository, or Harbor. Regardless of your chosen registry, the procedure to mirror content from Red Hat hosted sites on the internet to an isolated image registry is the same. After you mirror the content, you configure each cluster to retrieve this content from your mirror registry.

Important

The OpenShift image registry cannot be used as the target registry because it does not support pushing without a tag, which is required during the mirroring process.

If choosing a container registry that is not the mirror registry for Red Hat OpenShift, it must be reachable by every machine in the clusters that you provision. If the registry is unreachable, installation, updating, or normal operations such as workload relocation might fail. For that reason, you must run mirror registries in a highly available way, and the mirror registries must at least match the production availability of your OpenShift Container Platform clusters.

When you populate your mirror registry with OpenShift Container Platform images, you can follow two scenarios. If you have a host that can access both the internet and your mirror registry, but not your cluster nodes, you can directly mirror the content from that machine. This process is referred to as connected mirroring. If you have no such host, you must mirror the images to a file system and then bring that host or removable media into your restricted environment. This process is referred to as disconnected mirroring.

For mirrored registries, to view the source of pulled images, you must review the Trying to access log entry in the CRI-O logs. Other methods to view the image pull source, such as using the crictl images command on a node, show the non-mirrored image name, even though the image is pulled from the mirrored location.

Note

Red Hat does not test third party registries with OpenShift Container Platform.

Additional information

For information about viewing the CRI-O logs to view the image source, see Viewing the image pull source.

3.3.3. Preparing your mirror host

Before you perform the mirror procedure, you must prepare the host to retrieve content and push it to the remote location.

3.3.3.1. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

3.3.4. Configuring credentials that allow images to be mirrored

Create a container image registry credentials file that allows mirroring images from Red Hat to your mirror.

Warning

Do not use this image registry credentials file as the pull secret when you install a cluster. If you provide this file when you install cluster, all of the machines in the cluster will have write access to your mirror registry.

Warning

This process requires that you have write access to a container image registry on the mirror registry and adds the credentials to a registry pull secret.

Prerequisites

  • You configured a mirror registry to use in your disconnected environment.
  • You identified an image repository location on your mirror registry to mirror images into.
  • You provisioned a mirror registry account that allows images to be uploaded to that image repository.

Procedure

Complete the following steps on the installation host:

  1. Download your registry.redhat.io pull secret from the Red Hat OpenShift Cluster Manager.
  2. Make a copy of your pull secret in JSON format:

    $ cat ./pull-secret | jq . > <path>/<pull_secret_file_in_json> 1
    1
    Specify the path to the folder to store the pull secret in and a name for the JSON file that you create.

    The contents of the file resemble the following example:

    {
      "auths": {
        "cloud.openshift.com": {
          "auth": "b3BlbnNo...",
          "email": "you@example.com"
        },
        "quay.io": {
          "auth": "b3BlbnNo...",
          "email": "you@example.com"
        },
        "registry.connect.redhat.com": {
          "auth": "NTE3Njg5Nj...",
          "email": "you@example.com"
        },
        "registry.redhat.io": {
          "auth": "NTE3Njg5Nj...",
          "email": "you@example.com"
        }
      }
    }
  3. Generate the base64-encoded user name and password or token for your mirror registry:

    $ echo -n '<user_name>:<password>' | base64 -w0 1
    BGVtbYk3ZHAtqXs=
    1
    For <user_name> and <password>, specify the user name and password that you configured for your registry.
  4. Edit the JSON file and add a section that describes your registry to it:

      "auths": {
        "<mirror_registry>": { 1
          "auth": "<credentials>", 2
          "email": "you@example.com"
        }
      },
    1
    For <mirror_registry>, specify the registry domain name, and optionally the port, that your mirror registry uses to serve content. For example, registry.example.com or registry.example.com:8443
    2
    For <credentials>, specify the base64-encoded user name and password for the mirror registry.

    The file resembles the following example:

    {
      "auths": {
        "registry.example.com": {
          "auth": "BGVtbYk3ZHAtqXs=",
          "email": "you@example.com"
        },
        "cloud.openshift.com": {
          "auth": "b3BlbnNo...",
          "email": "you@example.com"
        },
        "quay.io": {
          "auth": "b3BlbnNo...",
          "email": "you@example.com"
        },
        "registry.connect.redhat.com": {
          "auth": "NTE3Njg5Nj...",
          "email": "you@example.com"
        },
        "registry.redhat.io": {
          "auth": "NTE3Njg5Nj...",
          "email": "you@example.com"
        }
      }
    }

3.3.5. Mirroring the OpenShift Container Platform image repository

Mirror the OpenShift Container Platform image repository to your registry to use during cluster installation or upgrade.

Prerequisites

  • Your mirror host has access to the internet.
  • You configured a mirror registry to use in your restricted network and can access the certificate and credentials that you configured.
  • You downloaded the pull secret from the Red Hat OpenShift Cluster Manager and modified it to include authentication to your mirror repository.
  • If you use self-signed certificates, you have specified a Subject Alternative Name in the certificates.

Procedure

Complete the following steps on the mirror host:

  1. Review the OpenShift Container Platform downloads page to determine the version of OpenShift Container Platform that you want to install and determine the corresponding tag on the Repository Tags page.
  2. Set the required environment variables:

    1. Export the release version:

      $ OCP_RELEASE=<release_version>

      For <release_version>, specify the tag that corresponds to the version of OpenShift Container Platform to install, such as 4.5.4.

    2. Export the local registry name and host port:

      $ LOCAL_REGISTRY='<local_registry_host_name>:<local_registry_host_port>'

      For <local_registry_host_name>, specify the registry domain name for your mirror repository, and for <local_registry_host_port>, specify the port that it serves content on.

    3. Export the local repository name:

      $ LOCAL_REPOSITORY='<local_repository_name>'

      For <local_repository_name>, specify the name of the repository to create in your registry, such as ocp4/openshift4.

    4. Export the name of the repository to mirror:

      $ PRODUCT_REPO='openshift-release-dev'

      For a production release, you must specify openshift-release-dev.

    5. Export the path to your registry pull secret:

      $ LOCAL_SECRET_JSON='<path_to_pull_secret>'

      For <path_to_pull_secret>, specify the absolute path to and file name of the pull secret for your mirror registry that you created.

    6. Export the release mirror:

      $ RELEASE_NAME="ocp-release"

      For a production release, you must specify ocp-release.

    7. Export the type of architecture for your server, such as x86_64:

      $ ARCHITECTURE=<server_architecture>
    8. Export the path to the directory to host the mirrored images:

      $ REMOVABLE_MEDIA_PATH=<path> 1
      1
      Specify the full path, including the initial forward slash (/) character.
  3. Mirror the version images to the mirror registry:

    • If your mirror host does not have internet access, take the following actions:

      1. Connect the removable media to a system that is connected to the internet.
      2. Review the images and configuration manifests to mirror:

        $ oc adm release mirror -a ${LOCAL_SECRET_JSON}  \
             --from=quay.io/${PRODUCT_REPO}/${RELEASE_NAME}:${OCP_RELEASE}-${ARCHITECTURE} \
             --to=${LOCAL_REGISTRY}/${LOCAL_REPOSITORY} \
             --to-release-image=${LOCAL_REGISTRY}/${LOCAL_REPOSITORY}:${OCP_RELEASE}-${ARCHITECTURE} --dry-run
      3. Record the entire imageContentSources section from the output of the previous command. The information about your mirrors is unique to your mirrored repository, and you must add the imageContentSources section to the install-config.yaml file during installation.
      4. Mirror the images to a directory on the removable media:

        $ oc adm release mirror -a ${LOCAL_SECRET_JSON} --to-dir=${REMOVABLE_MEDIA_PATH}/mirror quay.io/${PRODUCT_REPO}/${RELEASE_NAME}:${OCP_RELEASE}-${ARCHITECTURE}
      5. Take the media to the restricted network environment and upload the images to the local container registry.

        $ oc image mirror -a ${LOCAL_SECRET_JSON} --from-dir=${REMOVABLE_MEDIA_PATH}/mirror "file://openshift/release:${OCP_RELEASE}*" ${LOCAL_REGISTRY}/${LOCAL_REPOSITORY} 1
        1
        For REMOVABLE_MEDIA_PATH, you must use the same path that you specified when you mirrored the images.
        Important

        Running oc image mirror might result in the following error: error: unable to retrieve source image. This error occurs when image indexes include references to images that no longer exist on the image registry. Image indexes might retain older references to allow users running those images an upgrade path to newer points on the upgrade graph. As a temporary workaround, you can use the --skip-missing option to bypass the error and continue downloading the image index. For more information, see Service Mesh Operator mirroring failed.

    • If the local container registry is connected to the mirror host, take the following actions:

      1. Directly push the release images to the local registry by using following command:

        $ oc adm release mirror -a ${LOCAL_SECRET_JSON}  \
             --from=quay.io/${PRODUCT_REPO}/${RELEASE_NAME}:${OCP_RELEASE}-${ARCHITECTURE} \
             --to=${LOCAL_REGISTRY}/${LOCAL_REPOSITORY} \
             --to-release-image=${LOCAL_REGISTRY}/${LOCAL_REPOSITORY}:${OCP_RELEASE}-${ARCHITECTURE}

        This command pulls the release information as a digest, and its output includes the imageContentSources data that you require when you install your cluster.

      2. Record the entire imageContentSources section from the output of the previous command. The information about your mirrors is unique to your mirrored repository, and you must add the imageContentSources section to the install-config.yaml file during installation.

        Note

        The image name gets patched to Quay.io during the mirroring process, and the podman images will show Quay.io in the registry on the bootstrap virtual machine.

  4. To create the installation program that is based on the content that you mirrored, extract it and pin it to the release:

    • If your mirror host does not have internet access, run the following command:

      $ oc adm release extract -a ${LOCAL_SECRET_JSON} --icsp-file=<file> \ --command=openshift-install "${LOCAL_REGISTRY}/${LOCAL_REPOSITORY}:${OCP_RELEASE}"
    • If the local container registry is connected to the mirror host, run the following command:

      $ oc adm release extract -a ${LOCAL_SECRET_JSON} --command=openshift-install "${LOCAL_REGISTRY}/${LOCAL_REPOSITORY}:${OCP_RELEASE}-${ARCHITECTURE}"
      Important

      To ensure that you use the correct images for the version of OpenShift Container Platform that you selected, you must extract the installation program from the mirrored content.

      You must perform this step on a machine with an active internet connection.

  5. For clusters using installer-provisioned infrastructure, run the following command:

    $ openshift-install

3.3.6. The Cluster Samples Operator in a disconnected environment

In a disconnected environment, you must take additional steps after you install a cluster to configure the Cluster Samples Operator. Review the following information in preparation.

3.3.6.1. Cluster Samples Operator assistance for mirroring

During installation, OpenShift Container Platform creates a config map named imagestreamtag-to-image in the openshift-cluster-samples-operator namespace. The imagestreamtag-to-image config map contains an entry, the populating image, for each image stream tag.

The format of the key for each entry in the data field in the config map is <image_stream_name>_<image_stream_tag_name>.

During a disconnected installation of OpenShift Container Platform, the status of the Cluster Samples Operator is set to Removed. If you choose to change it to Managed, it installs samples.

Note

The use of samples in a network-restricted or discontinued environment may require access to services external to your network. Some example services include: Github, Maven Central, npm, RubyGems, PyPi and others. There might be additional steps to take that allow the cluster samples operators’s objects to reach the services they require.

You can use this config map as a reference for which images need to be mirrored for your image streams to import.

  • While the Cluster Samples Operator is set to Removed, you can create your mirrored registry, or determine which existing mirrored registry you want to use.
  • Mirror the samples you want to the mirrored registry using the new config map as your guide.
  • Add any of the image streams you did not mirror to the skippedImagestreams list of the Cluster Samples Operator configuration object.
  • Set samplesRegistry of the Cluster Samples Operator configuration object to the mirrored registry.
  • Then set the Cluster Samples Operator to Managed to install the image streams you have mirrored.

3.3.7. Mirroring Operator catalogs for use with disconnected clusters

You can mirror the Operator contents of a Red Hat-provided catalog, or a custom catalog, into a container image registry using the oc adm catalog mirror command. The target registry must support Docker v2-2. For a cluster on a restricted network, this registry can be one that the cluster has network access to, such as a mirror registry created during a restricted network cluster installation.

Important
  • The OpenShift image registry cannot be used as the target registry because it does not support pushing without a tag, which is required during the mirroring process.
  • Running oc adm catalog mirror might result in the following error: error: unable to retrieve source image. This error occurs when image indexes include references to images that no longer exist on the image registry. Image indexes might retain older references to allow users running those images an upgrade path to newer points on the upgrade graph. As a temporary workaround, you can use the --skip-missing option to bypass the error and continue downloading the image index. For more information, see Service Mesh Operator mirroring failed.

The oc adm catalog mirror command also automatically mirrors the index image that is specified during the mirroring process, whether it be a Red Hat-provided index image or your own custom-built index image, to the target registry. You can then use the mirrored index image to create a catalog source that allows Operator Lifecycle Manager (OLM) to load the mirrored catalog onto your OpenShift Container Platform cluster.

3.3.7.1. Prerequisites

Mirroring Operator catalogs for use with disconnected clusters has the following prerequisites:

  • Workstation with unrestricted network access.
  • podman version 1.9.3 or later.
  • If you want to filter, or prune, the default catalog and selectively mirror only a subset of Operators, see the following sections:

  • If you want to mirror a Red Hat-provided catalog, run the following command on your workstation with unrestricted network access to authenticate with registry.redhat.io:

    $ podman login registry.redhat.io
  • Access to a mirror registry that supports Docker v2-2.
  • On your mirror registry, decide which repository, or namespace, to use for storing mirrored Operator content. For example, you might create an olm-mirror repository.
  • If your mirror registry does not have internet access, connect removable media to your workstation with unrestricted network access.
  • If you are working with private registries, including registry.redhat.io, set the REG_CREDS environment variable to the file path of your registry credentials for use in later steps. For example, for the podman CLI:

    $ REG_CREDS=${XDG_RUNTIME_DIR}/containers/auth.json
3.3.7.2. Extracting and mirroring catalog contents

The oc adm catalog mirror command extracts the contents of an index image to generate the manifests required for mirroring. The default behavior of the command generates manifests, then automatically mirrors all of the image content from the index image, as well as the index image itself, to your mirror registry.

Alternatively, if your mirror registry is on a completely disconnected, or airgapped, host, you can first mirror the content to removable media, move the media to the disconnected environment, then mirror the content from the media to the registry.

3.3.7.2.1. Mirroring catalog contents to registries on the same network

If your mirror registry is co-located on the same network as your workstation with unrestricted network access, take the following actions on your workstation.

Procedure

  1. If your mirror registry requires authentication, run the following command to log in to the registry:

    $ podman login <mirror_registry>
  2. Run the following command to extract and mirror the content to the mirror registry:

    $ oc adm catalog mirror \
        <index_image> \ 1
        <mirror_registry>:<port>[/<repository>] \ 2
        [-a ${REG_CREDS}] \ 3
        [--insecure] \ 4
        [--index-filter-by-os='<platform>/<arch>'] \ 5
        [--manifests-only] 6
    1
    Specify the index image for the catalog that you want to mirror. For example, this might be a pruned index image that you created previously, or one of the source index images for the default catalogs, such as registry.redhat.io/redhat/redhat-operator-index:v4.10.
    2
    Specify the fully qualified domain name (FQDN) for the target registry to mirror the Operator contents to. The mirror registry <repository> can be any existing repository, or namespace, on the registry, for example olm-mirror as outlined in the prerequisites. If there is an existing repository found during mirroring, the repository name is added to the resulting image name. If you do not want the image name to include the repository name, omit the <repository> value from this line, for example <mirror_registry>:<port>.
    3
    Optional: If required, specify the location of your registry credentials file. {REG_CREDS} is required for registry.redhat.io.
    4
    Optional: If you do not want to configure trust for the target registry, add the --insecure flag.
    5
    Optional: Specify which platform and architecture of the index image to select when multiple variants are available. Images are passed as '<platform>/<arch>[/<variant>]'. This does not apply to images referenced by the index. Valid values are linux/amd64, linux/ppc64le, linux/s390x, and .*
    6
    Optional: Generate only the manifests required for mirroring, and do not actually mirror the image content to a registry. This option can be useful for reviewing what will be mirrored, and it allows you to make any changes to the mapping list if you require only a subset of packages. You can then use the mapping.txt file with the oc image mirror command to mirror the modified list of images in a later step. This flag is intended for only advanced selective mirroring of content from the catalog; the opm index prune command, if you used it previously to prune the index image, is suitable for most catalog management use cases.

    Example output

    src image has index label for database path: /database/index.db
    using database path mapping: /database/index.db:/tmp/153048078
    wrote database to /tmp/153048078 1
    ...
    wrote mirroring manifests to manifests-redhat-operator-index-1614211642 2

    1
    Directory for the temporary index.db database generated by the command.
    2
    Record the manifests directory name that is generated. This directory is referenced in subsequent procedures.
    Note

    Red Hat Quay does not support nested repositories. As a result, running the oc adm catalog mirror command will fail with a 401 unauthorized error. As a workaround, you can use the --max-components=2 option when running the oc adm catalog mirror command to disable the creation of nested repositories. For more information on this workaround, see the Unauthorized error thrown while using catalog mirror command with Quay registry Knowledgebase Solution.

3.3.7.2.2. Mirroring catalog contents to airgapped registries

If your mirror registry is on a completely disconnected, or airgapped, host, take the following actions.

Procedure

  1. Run the following command on your workstation with unrestricted network access to mirror the content to local files:

    $ oc adm catalog mirror \
        <index_image> \ 1
        file:///local/index \ 2
        -a ${REG_CREDS} \ 3
        --insecure \ 4
        --index-filter-by-os='<platform>/<arch>' 5
    1
    Specify the index image for the catalog that you want to mirror. For example, this might be a pruned index image that you created previously, or one of the source index images for the default catalogs, such as registry.redhat.io/redhat/redhat-operator-index:v4.10.
    2
    Specify the content to mirror to local files in your current directory.
    3
    Optional: If required, specify the location of your registry credentials file.
    4
    Optional: If you do not want to configure trust for the target registry, add the --insecure flag.
    5
    Optional: Specify which platform and architecture of the index image to select when multiple variants are available. Images are specified as '<platform>/<arch>[/<variant>]'. This does not apply to images referenced by the index. Valid values are linux/amd64, linux/ppc64le, linux/s390x, and .*

    Example output

    ...
    info: Mirroring completed in 5.93s (5.915MB/s)
    wrote mirroring manifests to manifests-my-index-1614985528 1
    
    To upload local images to a registry, run:
    
    	oc adm catalog mirror file://local/index/myrepo/my-index:v1 REGISTRY/REPOSITORY 2

    1
    Record the manifests directory name that is generated. This directory is referenced in subsequent procedures.
    2
    Record the expanded file:// path that is based on your provided index image. This path is referenced in a subsequent step.

    This command creates a v2/ directory in your current directory.

  2. Copy the v2/ directory to removable media.
  3. Physically remove the media and attach it to a host in the disconnected environment that has access to the mirror registry.
  4. If your mirror registry requires authentication, run the following command on your host in the disconnected environment to log in to the registry:

    $ podman login <mirror_registry>
  5. Run the following command from the parent directory containing the v2/ directory to upload the images from local files to the mirror registry:

    $ oc adm catalog mirror \
        file://local/index/<repository>/<index_image>:<tag> \ 1
        <mirror_registry>:<port>[/<repository>] \ 2
        -a ${REG_CREDS} \ 3
        --insecure \ 4
        --index-filter-by-os='<platform>/<arch>' 5
    1
    Specify the file:// path from the previous command output.
    2
    Specify the fully qualified domain name (FQDN) for the target registry to mirror the Operator contents to. The mirror registry <repository> can be any existing repository, or namespace, on the registry, for example olm-mirror as outlined in the prerequisites. If there is an existing repository found during mirroring, the repository name is added to the resulting image name. If you do not want the image name to include the repository name, omit the <repository> value from this line, for example <mirror_registry>:<port>.
    3
    Optional: If required, specify the location of your registry credentials file.
    4
    Optional: If you do not want to configure trust for the target registry, add the --insecure flag.
    5
    Optional: Specify which platform and architecture of the index image to select when multiple variants are available. Images are specified as '<platform>/<arch>[/<variant>]'. This does not apply to images referenced by the index. Valid values are linux/amd64, linux/ppc64le, linux/s390x, and .*
    Note

    Red Hat Quay does not support nested repositories. As a result, running the oc adm catalog mirror command will fail with a 401 unauthorized error. As a workaround, you can use the --max-components=2 option when running the oc adm catalog mirror command to disable the creation of nested repositories. For more information on this workaround, see the Unauthorized error thrown while using catalog mirror command with Quay registry Knowledgebase Solution.

  6. Run the oc adm catalog mirror command again. Use the newly mirrored index image as the source and the same mirror registry target used in the previous step:

    $ oc adm catalog mirror \
        <mirror_registry>:<port>/<index_image> \
        <mirror_registry>:<port>[/<repository>] \
        --manifests-only \1
        [-a ${REG_CREDS}] \
        [--insecure]
    1
    The --manifests-only flag is required for this step so that the command does not copy all of the mirrored content again.
    Important

    This step is required because the image mappings in the imageContentSourcePolicy.yaml file generated during the previous step must be updated from local paths to valid mirror locations. Failure to do so will cause errors when you create the ImageContentSourcePolicy object in a later step.

After you mirror the catalog, you can continue with the remainder of your cluster installation. After your cluster installation has finished successfully, you must specify the manifests directory from this procedure to create the ImageContentSourcePolicy and CatalogSource objects. These objects are required to enable installation of Operators from OperatorHub.

3.3.7.3. Generated manifests

After mirroring Operator catalog content to your mirror registry, a manifests directory is generated in your current directory.

If you mirrored content to a registry on the same network, the directory name takes the following pattern:

manifests-<index_image_name>-<random_number>

If you mirrored content to a registry on a disconnected host in the previous section, the directory name takes the following pattern:

manifests-index/<repository>/<index_image_name>-<random_number>
Note

The manifests directory name is referenced in subsequent procedures.

The manifests directory contains the following files, some of which might require further modification:

  • The catalogSource.yaml file is a basic definition for a CatalogSource object that is pre-populated with your index image tag and other relevant metadata. This file can be used as is or modified to add the catalog source to your cluster.

    Important

    If you mirrored the content to local files, you must modify your catalogSource.yaml file to remove any backslash (/) characters from the metadata.name field. Otherwise, when you attempt to create the object, it fails with an "invalid resource name" error.

  • The imageContentSourcePolicy.yaml file defines an ImageContentSourcePolicy object that can configure nodes to translate between the image references stored in Operator manifests and the mirrored registry.

    Note

    If your cluster uses an ImageContentSourcePolicy object to configure repository mirroring, you can use only global pull secrets for mirrored registries. You cannot add a pull secret to a project.

  • The mapping.txt file contains all of the source images and where to map them in the target registry. This file is compatible with the oc image mirror command and can be used to further customize the mirroring configuration.

    Important

    If you used the --manifests-only flag during the mirroring process and want to further trim the subset of packages to mirror, see the steps in the Mirroring a package manifest format catalog image procedure of the OpenShift Container Platform 4.7 documentation about modifying your mapping.txt file and using the file with the oc image mirror command.

3.3.7.4. Post-installation requirements

After you mirror the catalog, you can continue with the remainder of your cluster installation. After your cluster installation has finished successfully, you must specify the manifests directory from this procedure to create the ImageContentSourcePolicy and CatalogSource objects. These objects are required to populate and enable installation of Operators from OperatorHub.

3.3.8. Next steps

3.3.9. Additional resources

3.4. Mirroring images for a disconnected installation using the oc-mirror plugin

You can ensure your clusters only use container images that satisfy your organizational controls on external content. Before you install a cluster on infrastructure that you provision in a restricted network, you must mirror the required container images into that environment. To mirror container images, you must have a registry for mirroring.

You can use the oc-mirror OpenShift CLI (oc) plugin to mirror images to a mirror registry in your fully or partially disconnected environments.

Important

Mirroring images for disconnected environments using the oc-mirror plugin is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.

For more information about the support scope of Red Hat Technology Preview features, see Technology Preview Features Support Scope.

The following steps outline the high-level workflow on how to use the oc-mirror plugin to mirror images to a mirror registry:

  1. Create an image set configuration file.
  2. Mirror the image set to the mirror registry.
  3. Configure your cluster to use the resources generated by the oc-mirror plugin.
  4. Repeat these steps to update your mirror registry as necessary.

3.4.1. About the oc-mirror plugin

You can use the oc-mirror OpenShift CLI (oc) plugin to mirror all required OpenShift Container Platform content and other images to your mirror registry by using a single tool. It provides the following features:

  • Provides a centralized method to mirror OpenShift Container Platform releases, Operators, helm charts, and other images.
  • Maintains update paths for OpenShift Container Platform and Operators.
  • Uses a declarative image set configuration file to include only the OpenShift Container Platform releases, Operators, and images that your cluster needs.
  • Performs incremental mirroring, which reduces the size of future image sets.

When using the oc-mirror plugin, you specify which content to mirror in an image set configuration file. In this YAML file, you can fine-tune the configuration to only include the OpenShift Container Platform releases and Operators that your cluster needs. This reduces the amount of data that you need to download and transfer. The oc-mirror plugin can also mirror arbitrary helm charts and additional container images to assist users in seamlessly synchronizing their workloads onto mirror registries.

The first time you run the oc-mirror plugin, it populates your mirror registry with the required content to perform your disconnected cluster installation. In order for your disconnected cluster to continue receiving updates, you must keep your mirror registry updated. To update your mirror registry, you run the oc-mirror plugin using the same configuration as the first time you ran it. The oc-mirror plugin references the metadata from the storage backend and only downloads what has been released since the last time you ran the tool. This provides update paths for OpenShift Container Platform and Operators and performs dependency resolution as required.

Important

When using the oc-mirror CLI plugin to populate a mirror registry, any further updates to the mirror registry must be made using the oc-mirror tool.

3.4.2. About the mirror registry

You can mirror the images that are required for OpenShift Container Platform installation and subsequent product updates to a container mirror registry that supports Docker v2-2, such as Red Hat Quay. If you do not have access to a large-scale container registry, you can use the mirror registry for Red Hat OpenShift, which is a small-scale container registry included with OpenShift Container Platform subscriptions.

Regardless of your chosen registry, the procedure to mirror content from Red Hat hosted sites on the internet to an isolated image registry is the same. After you mirror the content, you configure each cluster to retrieve this content from your mirror registry.

Important

The OpenShift image registry cannot be used as the target registry because it does not support pushing without a tag, which is required during the mirroring process.

If choosing a container registry that is not the mirror registry for Red Hat OpenShift, it must be reachable by every machine in the clusters that you provision. If the registry is unreachable, installation, updating, or normal operations such as workload relocation might fail. For that reason, you must run mirror registries in a highly available way, and the mirror registries must at least match the production availability of your OpenShift Container Platform clusters.

When you populate your mirror registry with OpenShift Container Platform images, you can follow two scenarios. If you have a host that can access both the internet and your mirror registry, but not your cluster nodes, you can directly mirror the content from that machine. This process is referred to as connected mirroring. If you have no such host, you must mirror the images to a file system and then bring that host or removable media into your restricted environment. This process is referred to as disconnected mirroring.

For mirrored registries, to view the source of pulled images, you must review the Trying to access log entry in the CRI-O logs. Other methods to view the image pull source, such as using the crictl images command on a node, show the non-mirrored image name, even though the image is pulled from the mirrored location.

Note

Red Hat does not test third party registries with OpenShift Container Platform.

Additional resources

3.4.3. Prerequisites

  • You must have a container image registry that supports Docker v2-2 in the location that will host the OpenShift Container Platform cluster, such as Red Hat Quay.

    Note

    If you use Red Hat Quay, you must use version 3.6 or later with the oc-mirror plugin. If you have an entitlement to Red Hat Quay, see the documentation on deploying Red Hat Quay for proof-of-concept purposes or by using the Quay Operator. If you need additional assistance selecting and installing a registry, contact your sales representative or Red Hat Support.

    If you do not already have an existing solution for a container image registry, subscribers of OpenShift Container Platform are provided a mirror registry for Red Hat OpenShift. The mirror registry for Red Hat OpenShift is included with your subscription and is a small-scale container registry that can be used to mirror the required container images of OpenShift Container Platform in disconnected installations.

3.4.4. Preparing your mirror hosts

Before you can use the oc-mirror plugin to mirror images, you must install the plugin and create a container image registry credentials file to allow the mirroring from Red Hat to your mirror.

3.4.4.1. Installing the oc-mirror OpenShift CLI plugin

To use the oc-mirror OpenShift CLI plugin to mirror registry images, you must install the plugin. If you are mirroring image sets in a fully disconnected environment, ensure that you install the oc-mirror plugin on the host with internet access and the host in the disconnected environment with access to the mirror registry.

Prerequisites

  • You have installed the OpenShift CLI (oc).

Procedure

  1. Download the oc-mirror CLI plugin.

    1. Navigate to the Downloads page of the OpenShift Cluster Manager.
    2. Under the OpenShift disconnected installation tools section, click Download for OpenShift Client (oc) mirror plugin and save the file.
  2. Extract the archive:

    $ tar xvzf oc-mirror.tar.gz
  3. If necessary, update the plugin file to be executable:

    $ chmod +x oc-mirror
    Note

    Do not rename the oc-mirror file.

  4. Install the oc-mirror CLI plugin by placing the file in your PATH, for example, /usr/local/bin:

    $ sudo mv oc-mirror /usr/local/bin/.

Verification

  • Run oc mirror help to verify that the plugin was successfully installed:

    $ oc mirror help

Additional resources

3.4.4.2. Configuring credentials that allow images to be mirrored

Create a container image registry credentials file that allows mirroring images from Red Hat to your mirror.

Warning

Do not use this image registry credentials file as the pull secret when you install a cluster. If you provide this file when you install cluster, all of the machines in the cluster will have write access to your mirror registry.

Warning

This process requires that you have write access to a container image registry on the mirror registry and adds the credentials to a registry pull secret.

Prerequisites

  • You configured a mirror registry to use in your disconnected environment.
  • You identified an image repository location on your mirror registry to mirror images into.
  • You provisioned a mirror registry account that allows images to be uploaded to that image repository.

Procedure

Complete the following steps on the installation host:

  1. Download your registry.redhat.io pull secret from the Red Hat OpenShift Cluster Manager.
  2. Make a copy of your pull secret in JSON format:

    $ cat ./pull-secret | jq . > <path>/<pull_secret_file_in_json> 1
    1
    Specify the path to the folder to store the pull secret in and a name for the JSON file that you create.
  3. Save the file either as ~/.docker/config.json or $XDG_RUNTIME_DIR/containers/auth.json.

    The contents of the file resemble the following example:

    {
      "auths": {
        "cloud.openshift.com": {
          "auth": "b3BlbnNo...",
          "email": "you@example.com"
        },
        "quay.io": {
          "auth": "b3BlbnNo...",
          "email": "you@example.com"
        },
        "registry.connect.redhat.com": {
          "auth": "NTE3Njg5Nj...",
          "email": "you@example.com"
        },
        "registry.redhat.io": {
          "auth": "NTE3Njg5Nj...",
          "email": "you@example.com"
        }
      }
    }
  4. Generate the base64-encoded user name and password or token for your mirror registry:

    $ echo -n '<user_name>:<password>' | base64 -w0 1
    BGVtbYk3ZHAtqXs=
    1
    For <user_name> and <password>, specify the user name and password that you configured for your registry.
  5. Edit the JSON file and add a section that describes your registry to it:

      "auths": {
        "<mirror_registry>": { 1
          "auth": "<credentials>", 2
          "email": "you@example.com"
        }
      },
    1
    For <mirror_registry>, specify the registry domain name, and optionally the port, that your mirror registry uses to serve content. For example, registry.example.com or registry.example.com:8443
    2
    For <credentials>, specify the base64-encoded user name and password for the mirror registry.

    The file resembles the following example:

    {
      "auths": {
        "registry.example.com": {
          "auth": "BGVtbYk3ZHAtqXs=",
          "email": "you@example.com"
        },
        "cloud.openshift.com": {
          "auth": "b3BlbnNo...",
          "email": "you@example.com"
        },
        "quay.io": {
          "auth": "b3BlbnNo...",
          "email": "you@example.com"
        },
        "registry.connect.redhat.com": {
          "auth": "NTE3Njg5Nj...",
          "email": "you@example.com"
        },
        "registry.redhat.io": {
          "auth": "NTE3Njg5Nj...",
          "email": "you@example.com"
        }
      }
    }

3.4.5. Creating the image set configuration

Before you can use the oc-mirror plugin to mirror image sets, you must create an image set configuration file. This image set configuration file defines which OpenShift Container Platform releases, Operators, and other images to mirror, along with other configuration settings for the oc-mirror plugin.

You must specify a storage backend in the image set configuration file. This storage backend can be a local directory or a registry that supports Docker v2-2. The oc-mirror plugin stores metadata in this storage backend during image set creation.

Important

Do not delete or modify the metadata that is generated by the oc-mirror plugin. You must use the same storage backend every time you run the oc-mirror plugin for the same mirror registry.

Procedure

  1. Create an ImageSetConfiguration resource that specifies the necessary configuration details:

    Example ImageSetConfiguration file

    apiVersion: mirror.openshift.io/v1alpha1
    kind: ImageSetConfiguration
    archiveSize: 4 1
    mirror:
     ocp:
       channels:
         - name: stable-4.9 2
     operators:
       - catalog: registry.redhat.io/redhat/redhat-operator-index:v4.9 3
    storageConfig: 4
     registry:
       imageURL: example.com/example/oc-mirror 5

    1
    The maximum size, in GiB, of each file within the image set.
    2
    The channel to retrieve the OpenShift Container Platform images from.
    3
    The Operator catalog to retrieve the OpenShift Container Platform images from.
    4
    The back-end location to save the image set metadata to. This location can be a registry or local directory. It is required to specify storageConfig values.
    5
    The registry URL for the storage backend.

    This example pulls images from the stable-4.9 channel for the registry.redhat.io/redhat/redhat-operator-index:v4.9 operator catalog and saves the image set metadata to the example.com/example/oc-mirror registry.

  2. Save the file as imageset-config.yaml. This file is required by the oc mirror command when mirroring content.

3.4.6. Mirroring an image set to a mirror registry

You can use the oc-mirror CLI plugin to mirror images to a mirror registry in a partially disconnected environment or in a fully disconnected environment.

These procedures assume that you already have your mirror registry set up.

3.4.6.1. Mirroring an image set in a partially disconnected environment

In a partially disconnected environment, you can mirror an image set directly to the target mirror registry.

3.4.6.1.1. Mirroring from mirror to mirror

You can use the oc-mirror plugin to mirror an image set directly to a target mirror registry that is accessible during image set creation.

Important

Depending on the configuration specified in the image set configuration file, using oc-mirror to mirror images might download several hundreds of gigabytes of data to disk before mirroring to the destination mirror registry.

The initial image set download when you populate the mirror registry is often the largest. Because you only download the images that changed since the last time you ran the command, when you run the oc-mirror plugin again, the generated image set is often smaller.

You are required to specify a storage backend in the image set configuration file. This storage backend can be a local directory or a Docker v2 registry. The oc-mirror plugin stores metadata in this storage backend during image set creation.

Important

Do not delete or modify the metadata that is generated by the oc-mirror plugin. You must use the same storage backend every time you run the oc-mirror plugin for the same mirror registry.

Prerequisites

  • You have access to the internet to obtain the necessary container images.
  • You have installed the OpenShift CLI (oc).
  • You have installed the oc-mirror CLI plugin.
  • You have created the image set configuration file.

Procedure

  • Run the oc mirror command to mirror the images from the specified image set configuration to a specified registry:

    $ oc mirror --config=./imageset-config.yaml \ 1
      docker://registry.example:5000              2
    1
    Pass in the image set configuration file that was created. This procedure assumes that it is named imageset-config.yaml.
    2
    Specify the registry to mirror the image set file to. The registry must start with docker://. If you specify a top-level namespace for the mirror registry, you must also use this same namespace on subsequent executions.

Verification

  1. Navigate into the oc-mirror-workspace/ directory that was generated.
  2. Navigate into the results directory, for example, results-1639608409/.
  3. Verify that YAML files are present for the ImageContentSourcePolicy and CatalogSource resources.

Next steps

  • Configure your cluster to use the resources generated by oc-mirror.
3.4.6.2. Mirroring an image set in a fully disconnected environment

To mirror an image set in a fully disconnected environment, you must first mirror the image set to disk, then mirror the image set file on disk to a mirror.

3.4.6.2.1. Mirroring from mirror to disk

You can use the oc-mirror plugin to generate an image set and save the contents to disk. The generated image set can then be transferred to the disconnected environment and mirrored to the target registry.

Important

Depending on the configuration specified in the image set configuration file, using oc-mirror to mirror images might download several hundreds of gigabytes of data to disk.

The initial image set download when you populate the mirror registry is often the largest. Because you only download the images that changed since the last time you ran the command, when you run the oc-mirror plugin again, the generated image set is often smaller.

You are required to specify a storage backend in the image set configuration file. This storage backend can be a local directory or a docker v2 registry. The oc-mirror plugin stores metadata in this storage backend during image set creation.

Important

Do not delete or modify the metadata that is generated by the oc-mirror plugin. You must use the same storage backend every time you run the oc-mirror plugin for the same mirror registry.

Prerequisites

  • You have access to the internet to obtain the necessary container images.
  • You have installed the OpenShift CLI (oc).
  • You have installed the oc-mirror CLI plugin.
  • You have created the image set configuration file.

Procedure

  • Run the oc mirror command to mirror the images from the specified image set configuration to disk:

    $ oc mirror --config=./imageset-config.yaml \ 1
      file://<path_to_output_directory>          2
    1
    Pass in the image set configuration file that was created. This procedure assumes that it is named imageset-config.yaml.
    2
    Specify the target directory where you want to output the image set file. The target directory path must start with file://.

Verification

  1. Navigate to your output directory:

    $ cd <path_to_output_directory>
  2. Verify that an image set .tar file was created:

    $ ls

    Example output

    mirror_seq1_000000.tar

Next steps

  • Transfer the image set .tar file to the disconnected environment.
3.4.6.2.2. Mirroring from disk to mirror

You can use the oc-mirror plugin to mirror the contents of a generated image set to the target mirror registry.

Prerequisites

  • You have installed the OpenShift CLI (oc) in the disconnected environment.
  • You have installed the oc-mirror CLI plugin in the disconnected environment.
  • You have generated the image set file by using the oc mirror command.
  • You have transferred the image set file to the disconnected environment.

Procedure

  • Run the oc mirror command to process the image set file on disk and mirror the contents to a target mirror registry:

    $ oc mirror --from=./mirror_seq1_000000.tar \ 1
      docker://registry.example:5000              2
    1
    Pass in the image set .tar file to mirror, named mirror_seq1_000000.tar in this example. If an archiveSize value was specified in the image set configuration file, the image set might be broken up into multiple .tar files. In this situation, you can pass in a directory that contains the image set .tar files.
    2
    Specify the registry to mirror the image set file to. The registry must start with docker://. If you specify a top-level namespace for the mirror registry, you must also use this same namespace on subsequent executions.

    This command updates the mirror registry with the image set and generates the ImageContentSourcePolicy and CatalogSource resources.

Verification

  1. Navigate into the oc-mirror-workspace/ directory that was generated.
  2. Navigate into the results directory, for example, results-1639608409/.
  3. Verify that YAML files are present for the ImageContentSourcePolicy and CatalogSource resources.

Next steps

  • Configure your cluster to use the resources generated by oc-mirror.

3.4.7. Configuring your cluster to use the resources generated by oc-mirror

After you have mirrored your image set to the mirror registry, you must apply the generated ImageContentSourcePolicy, CatalogSource, and release image signature resources into the cluster.

The ImageContentSourcePolicy resource associates the mirror registry with the source registry and redirects image pull requests from the online registries to the mirror registry. The CatalogSource resource is used by Operator Lifecycle Manager (OLM) to retrieve information about the available Operators in the mirror registry. The release image signatures are used to verify the mirrored release images.

Prerequisites

  • You have mirrored the image set to the registry mirror in the disconnected environment.
  • You have access to the cluster as a user with the cluster-admin role.

Procedure

  1. Log in to the OpenShift CLI as a user with the cluster-admin role.
  2. Apply the YAML files from the results directory to the cluster by running the following command:

    $ oc apply -f ./oc-mirror-workspace/results-1639608409/
  3. Apply the release image signatures to the cluster by running the following command:

    $ oc apply -f ./oc-mirror-workspace/results-1639608409/release-signatures/

Verification

  1. Verify that the ImageContentSourcePolicy resources were successfully installed by running the following command:

    $ oc get imagecontentsourcepolicy --all-namespaces
  2. Verify that the CatalogSource resources were successfully installed by running the following command:

    $ oc get catalogsource --all-namespaces

3.4.8. Updating your mirror registry

After you publish a full image set to the mirror registry, you can use the oc-mirror plugin to update the mirror registry with updated images.

When you run the oc-mirror plugin again, it generates an image set that only contains new and updated images since the previous execution.

Note

You must use the same storage backend as the initial execution of oc-mirror for the same mirror registry. Do not delete or modify the metadata that is generated by the oc-mirror plugin.

Because it only pulls in the differences since the previous image set was created, the generated image set is often smaller and faster to process than the initial image set.

Important

Generated image sets are sequential and must be synchronized to the target mirror registry in order.

Prerequisites

  • You have used the oc-mirror plugin to mirror the initial image set to your mirror registry.
  • You have access to the storage backend that was used for the initial execution of the oc-mirror plugin.

Procedure

  1. Follow the same steps that you used to create the initial image set and mirror it to the mirror registry. For instructions, see Mirroring an image set in a partially disconnected environment or Mirroring an image set in a fully disconnected environment.

    Important
    • You must provide the same storage backend so that only a differential image set is created and mirrored.
    • If you specified a top-level namespace for the mirror registry during the initial image set creation, then you must use this same namespace every time you run the oc-mirror plugin for the same mirror registry.
  2. Configure your cluster to use the resources generated by oc-mirror.

3.4.9. Image set configuration parameters

The oc-mirror plugin requires an image set configuration file that defines what images to mirror. The following table lists the available parameters for the ImageSetConfiguration resource.

Table 3.1. ImageSetConfiguration parameters
ParameterDescriptionValues

apiVersion

The API version for the ImageSetConfiguration content.

String. For example: mirror.openshift.io/v1alpha1.

archiveSize

The maximum size, in GiB, of each archive file within the image set.

Integer. For example: 4

mirror

The configuration of the image set.

Object

mirror.additionalImages

The additional images configuration of the image set.

Array of objects. For example:

additionalImages:
  - name: registry.redhat.io/ubi8/ubi:latest

mirror.additionalImages.name

The tag of the image to mirror.

String. For example: registry.redhat.io/ubi8/ubi:latest

mirror.helm

The helm configuration of the image set. Note that the oc-mirror plugin supports only helm charts that do not require user input when rendered.

Object

mirror.helm.local

The local helm charts to mirror.

Array of objects. For example:

local:
  - name: podinfo
    path: /test/podinfo-5.0.0.tar.gz

mirror.helm.local.name

The name of the local helm chart to mirror.

String. For example: podinfo.

mirror.helm.local.path

The path of the local helm chart to mirror.

String. For example: /test/podinfo-5.0.0.tar.gz.

mirror.helm.repos

The remote helm repositories to mirror from.

Array of objects. For example:

repos:
  - name: podinfo
    url: https://example.github.io/podinfo
    charts:
      - name: podinfo
        version: 5.0.0

mirror.helm.repos.name

The name of the helm repository to mirror from.

String. For example: podinfo.

mirror.helm.repos.url

The URL of the helm repository to mirror from.

String. For example: https://example.github.io/podinfo.

mirror.helm.repos.charts

The remote helm charts to mirror.

Array of objects.

mirror.helm.repos.charts.name

The name of the helm chart to mirror.

String. For example: podinfo.

mirror.helm.repos.charts.version

The version of the named helm chart to mirror.

String. For example: 5.0.0.

mirror.ocp

The platform configuration of the image set.

Object

mirror.ocp.channels

The platform channel configuration of the image set.

Array of objects. For example:

channels:
  - name: stable-4.7
  - name: stable-4.6
    versions:
      - '4.6.36'

mirror.ocp.channels.name

The name of the release channel.

String. For example: stable-4.9 or okd.

mirror.ocp.channels.versions

The list of release versions within the named channel.

String. For example: 4.9.6.

mirror.operators

The Operators configuration of the image set.

Array of objects. For example:

operators:
  - catalog: registry.redhat.io/redhat/redhat-operator-index:v4.9
    headsOnly: false
    packages:
      - name: elasticsearch-operator
        startingVersion: '2.4.0'

mirror.operators.catalog

The Operator catalog to include in the image set.

String. For example: registry.redhat.io/redhat/redhat-operator-index:v4.9.

mirror.operators.headsOnly

Toggles between downloading channel HEADs and full channels. Cannot be used in conjunction with mirror.operators.packages.

Boolean

mirror.operators.packages

The Operator packages configuration.

Array of objects. For example:

operators:
  - catalog: registry.redhat.io/redhat/redhat-operator-index:v4.8
    headsOnly: false
    packages:
      - name: elasticsearch-operator
        startingVersion: '5.2.3-31'

mirror.operators.packages.name

The Operator package name to include in the image set

String. For example: elasticsearch-operator.

mirror.operators.packages.startingVersion

The starting version of the Operator package to mirror. All versions of the Operator are mirrored between the value of startingVersion and the HEAD version of each channel that contains the referenced version.

String. For example: 5.2.3-31.

mirror.operators.packages.channels

The Operator package channel configuration.

Object

mirror.operators.packages.channels.name

The Operator channel name, unique within a package, to include in the image set.

String. For example: fast or stable-v4.9.

mirror.operators.packages.channels.startingVersion

The starting version of the Operator channel to mirror. All versions of the Operator are mirrored between the value of startingVersion and the HEAD version of the specified channel.

String. For example: 5.2.3-31

storageConfig

The back-end configuration of the image set.

Object

storageConfig.local

The local back-end configuration of the image set.

Object

storageConfig.local.path

The path of the directory to contain the image set metadata.

String. For example: ./path/to/dir/.

storageConfig.registry

The registry back-end configuration of the image set.

Object

storageConfig.registry.imageURL

The back-end registry URI. Can optionally include a namespace reference in the URI.

String. For example: quay.io/myuser/imageset:metadata.

storageConfig.registry.skipTLS

Optionally skip TLS verification of the referenced back-end registry.

Boolean. The default value is false.

3.4.10. Image set configuration examples

The following ImageSetConfiguration file examples show the configuration for various mirroring use cases.

Use case: Including arbitrary images and helm charts

The following ImageSetConfiguration file uses a registry storage backend and includes helm charts and an additional Red Hat Universal Base Image (UBI).

Example ImageSetConfiguration file

apiVersion: mirror.openshift.io/v1alpha1
kind: ImageSetConfiguration
archiveSize: 4
storageConfig:
 registry:
   imageURL: example.com/example/oc-mirror
   skipTLS: false
mirror:
 ocp:
   channels:
     - name: stable-4.10
 operators:
   - catalog: registry.redhat.io/redhat/redhat-operator-index:v4.10
 helm:
   repos:
     - name: redhat-helm-charts
       url: https://raw.githubusercontent.com/redhat-developer/redhat-helm-charts/master
       charts:
         - name: ibm-mongodb-enterprise-helm
           version: 0.2.0
 additionalImages:
   - name: registry.redhat.io/ubi8/ubi:latest

Use case: Including specific Operator versions

The following ImageSetConfiguration file uses a local storage backend and includes only the Red Hat Advanced Cluster Security for Kubernetes Operator, versions starting at 3.67.0 and later.

Example ImageSetConfiguration file

apiVersion: mirror.openshift.io/v1alpha1
kind: ImageSetConfiguration
storageConfig:
  local:
    path: /home/user/metadata
mirror:
  operators:
    - catalog: registry.redhat.io/redhat/redhat-operator-index:v4.10
      headsOnly: false
      packages:
        - name: rhacs-operator
          channels:
          - name: latest
          startingVersion: 3.67.0

3.4.11. Command reference for oc-mirror

The following tables describe the oc mirror subcommands and flags:

Table 3.2. oc mirror subcommands
SubcommandDescription

completion

Generate the autocompletion script for the specified shell.

describe

Output the contents of an image set.

help

Show help about any subcommand.

list

List available platform and Operator content and their version.

version

Output the oc-mirror version.

Table 3.3. oc mirror flags
FlagDescription

-c, --config <string>

Specify the path to an image set configuration file.

--continue-on-error

If any non image-pull related error occurs, continue and attempt to mirror as much as possible.

--dest-skip-tls

Disable TLS validation for the target registry.

--dest-use-http

Use plain HTTP for the target registry.

--dry-run

Print actions without mirroring images.

--from <string>

Specify the path to an image set archive that was generated by an execution of oc-mirror to load into a target registry.

-h, --help

Show the help.

--log-level <string>

Specify the number for the log level verbosity. Valid values are 0 - 9. The default is 0.

--manifests-only

Generate manifests for ImageContentSourcePolicy objects to configure a cluster to use the mirror registry, but do not actually mirror any images. To use this flag, you must pass in an image set archive with the --from flag.

--skip-cleanup

Skip removal of artifact directories.

--skip-image-pin

Do not replace image tags with digest pins in Operator catalogs.

--skip-missing

If an image is not found, skip it instead of reporting an error and aborting execution. Does not apply to custom images explicitly specified in the image set configuration.

--skip-verification

Skip digest verification.

--source-skip-tls

Disable TLS validation for the source registry.

--source-use-http

Use plain HTTP for the source registry.

Chapter 4. Installing on Alibaba

4.1. Preparing to install on Alibaba Cloud

Important

Alibaba Cloud on OpenShift Container Platform is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.

For more information about the support scope of Red Hat Technology Preview features, see Technology Preview Features Support Scope.

4.1.1. Prerequisites

4.1.2. Requirements for installing OpenShift Container Platform on Alibaba Cloud

Before installing OpenShift Container Platform on Alibaba Cloud, you must configure and register your domain, create a Resource Access Management (RAM) user for the installation, and review the supported Alibaba Cloud data center regions and zones for the installation.

4.1.3. Registering and Configuring Alibaba Cloud Domain

To install OpenShift Container Platform, the Alibaba Cloud account you use must have a dedicated public hosted zone in your account. This zone must be authoritative for the domain. This service provides cluster DNS resolution and name lookup for external connections to the cluster.

Procedure

  1. Identify your domain, or subdomain, and registrar. You can transfer an existing domain and registrar or obtain a new one through Alibaba Cloud or another source.

    Note

    If you purchase a new domain through Alibaba Cloud, it takes time for the relevant DNS changes to propagate. For more information about purchasing domains through Alibaba Cloud, see Alibaba Cloud domains.

  2. If you are using an existing domain and registrar, migrate its DNS to Alibaba Cloud. See Domain name transfer in the Alibaba Cloud documentation.
  3. Configure DNS for your domain. This includes:

  4. If you are using a subdomain, follow the procedures of your company to add its delegation records to the parent domain.

4.1.4. Supported Alibaba regions

You can deploy an OpenShift Container Platform cluster to the regions listed in the Alibaba Regions and zones documentation.

4.1.5. Next steps

4.2. Creating the required Alibaba Cloud resources

Before you install OpenShift Container Platform, you must use the Alibaba Cloud console to create a Resource Access Management (RAM) user that has sufficient permissions to install OpenShift Container Platform into your Alibaba Cloud. This user must also have permissions to create new RAM users. You can also configure and use the ccoctl tool to create new credentials for the OpenShift Container Platform components with the permissions that they require.

Important

Alibaba Cloud on OpenShift Container Platform is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.

For more information about the support scope of Red Hat Technology Preview features, see Technology Preview Features Support Scope.

4.2.1. Creating the required RAM user

You must have a Alibaba Cloud Resource Access Management (RAM) user for the installation that has sufficient privileges. You can use the Alibaba Cloud Resource Access Management console to create a new user or modify an existing user. Later, you create credentials in OpenShift Container Platform based on this user’s permissions.

When you configure the RAM user, be sure to consider the following requirements:

  • The user must have an Alibaba Cloud AccessKey ID and AccessKey secret pair.

    • For a new user, you can select Open API Access for the Access Mode when creating the user. This mode generates the required AccessKey pair.
    • For an existing user, you can add an AccessKey pair or you can obtain the AccessKey pair for that user.

      Note

      When created, the AccessKey secret is displayed only once. You must immediately save the AccessKey pair because the AccessKey pair is required for API calls.

  • Add the AccessKey ID and secret to the ~/.alibabacloud/credentials file on your local computer. Alibaba Cloud automatically creates this file when you log in to the console. The Cloud Credential Operator (CCO) utility, ccoutil, uses these credentials when processing Credential Request objects.

    For example:

    [default]                          # Default client
    type = access_key                  # Certification type: access_key
    access_key_id = LTAI5t8cefXKmt                # Key 1
    access_key_secret = wYx56mszAN4Uunfh            # Secret
    1
    Add your AccessKeyID and AccessKeySecret here.
  • The RAM user must have the AdministratorAccess policy to ensure that the account has sufficient permission to create the OpenShift Container Platform cluster. This policy grants permissions to manage all Alibaba Cloud resources.

    When you attach the AdministratorAccess policy to a RAM user, you grant that user full access to all Alibaba Cloud services and resources. If you do not want to create a user with full access, create a custom policy with the following actions that you can add to your RAM user for installation. These actions are sufficient to install OpenShift Container Platform.

    Tip

    You can copy and paste the following JSON code into the Alibaba Cloud console to create a custom poicy. For information on creating custom policies, see Create a custom policy in the Alibaba Cloud documentation.

    Example 4.1. Example custom policy JSON file

    {
      "Version": "1",
      "Statement": [
        {
          "Action": [
            "tag:ListTagResources",
            "tag:UntagResources"
          ],
          "Resource": "*",
          "Effect": "Allow"
        },
        {
          "Action": [
            "vpc:DescribeVpcs",
            "vpc:DeleteVpc",
            "vpc:DescribeVSwitches",
            "vpc:DeleteVSwitch",
            "vpc:DescribeEipAddresses",
            "vpc:DescribeNatGateways",
            "vpc:ReleaseEipAddress",
            "vpc:DeleteNatGateway",
            "vpc:DescribeSnatTableEntries",
            "vpc:CreateSnatEntry",
            "vpc:AssociateEipAddress",
            "vpc:ListTagResources",
            "vpc:TagResources",
            "vpc:DescribeVSwitchAttributes",
            "vpc:CreateVSwitch",
            "vpc:CreateNatGateway",
            "vpc:DescribeRouteTableList",
            "vpc:CreateVpc",
            "vpc:AllocateEipAddress",
            "vpc:ListEnhanhcedNatGatewayAvailableZones"
          ],
          "Resource": "*",
          "Effect": "Allow"
        },
        {
          "Action": [
            "ecs:ModifyInstanceAttribute",
            "ecs:DescribeSecurityGroups",
            "ecs:DeleteSecurityGroup",
            "ecs:DescribeSecurityGroupReferences",
            "ecs:DescribeSecurityGroupAttribute",
            "ecs:RevokeSecurityGroup",
            "ecs:DescribeInstances",
            "ecs:DeleteInstances",
            "ecs:DescribeNetworkInterfaces",
            "ecs:DescribeInstanceRamRole",
            "ecs:DescribeUserData",
            "ecs:DescribeDisks",
            "ecs:ListTagResources",
            "ecs:AuthorizeSecurityGroup",
            "ecs:RunInstances",
            "ecs:TagResources",
            "ecs:ModifySecurityGroupPolicy",
            "ecs:CreateSecurityGroup",
            "ecs:DescribeAvailableResource",
            "ecs:DescribeRegions",
            "ecs:AttachInstanceRamRole"
          ],
          "Resource": "*",
          "Effect": "Allow"
        },
        {
          "Action": [
            "pvtz:DescribeRegions",
            "pvtz:DescribeZones",
            "pvtz:DeleteZone",
            "pvtz:DeleteZoneRecord",
            "pvtz:BindZoneVpc",
            "pvtz:DescribeZoneRecords",
            "pvtz:AddZoneRecord",
            "pvtz:SetZoneRecordStatus",
            "pvtz:DescribeZoneInfo",
            "pvtz:DescribeSyncEcsHostTask",
            "pvtz:AddZone"
          ],
          "Resource": "*",
          "Effect": "Allow"
        },
        {
          "Action": [
            "slb:DescribeLoadBalancers",
            "slb:SetLoadBalancerDeleteProtection",
            "slb:DeleteLoadBalancer",
            "slb:SetLoadBalancerModificationProtection",
            "slb:DescribeLoadBalancerAttribute",
            "slb:AddBackendServers",
            "slb:DescribeLoadBalancerTCPListenerAttribute",
            "slb:SetLoadBalancerTCPListenerAttribute",
            "slb:StartLoadBalancerListener",
            "slb:CreateLoadBalancerTCPListener",
            "slb:ListTagResources",
            "slb:TagResources",
            "slb:CreateLoadBalancer"
          ],
          "Resource": "*",
          "Effect": "Allow"
        },
        {
          "Action": [
            "ram:ListResourceGroups",
            "ram:DeleteResourceGroup",
            "ram:ListPolicyAttachments",
            "ram:DetachPolicy",
            "ram:GetResourceGroup",
            "ram:CreateResourceGroup",
            "ram:DeleteRole",
            "ram:GetPolicy",
            "ram:DeletePolicy",
            "ram:ListPoliciesForRole",
            "ram:CreateRole",
            "ram:AttachPolicyToRole",
            "ram:GetRole",
            "ram:CreatePolicy",
            "ram:CreateUser",
            "ram:DetachPolicyFromRole",
            "ram:CreatePolicyVersion",
            "ram:DetachPolicyFromUser",
            "ram:ListPoliciesForUser",
            "ram:AttachPolicyToUser",
            "ram:CreateUser",
            "ram:GetUser",
            "ram:DeleteUser",
            "ram:CreateAccessKey",
            "ram:ListAccessKeys",
            "ram:DeleteAccessKey",
            "ram:ListUsers",
            "ram:ListPolicyVersions"
          ],
          "Resource": "*",
          "Effect": "Allow"
        },
        {
          "Action": [
            "oss:DeleteBucket",
            "oss:DeleteBucketTagging",
            "oss:GetBucketTagging",
            "oss:GetBucketCors",
            "oss:GetBucketPolicy",
            "oss:GetBucketLifecycle",
            "oss:GetBucketReferer",
            "oss:GetBucketTransferAcceleration",
            "oss:GetBucketLog",
            "oss:GetBucketWebSite",
            "oss:GetBucketInfo",
            "oss:PutBucketTagging",
            "oss:PutBucket",
            "oss:OpenOssService",
            "oss:ListBuckets",
            "oss:GetService",
            "oss:PutBucketACL",
            "oss:GetBucketLogging",
            "oss:ListObjects",
            "oss:GetObject",
            "oss:PutObject",
            "oss:DeleteObject"
          ],
          "Resource": "*",
          "Effect": "Allow"
        },
        {
          "Action": [
            "alidns:DescribeDomainRecords",
            "alidns:DeleteDomainRecord",
            "alidns:DescribeDomains",
            "alidns:DescribeDomainRecordInfo",
            "alidns:AddDomainRecord",
            "alidns:SetDomainRecordStatus"
          ],
          "Resource": "*",
          "Effect": "Allow"
        },
        {
          "Action": "bssapi:CreateInstance",
          "Resource": "*",
          "Effect": "Allow"
        },
        {
          "Action": "ram:PassRole",
          "Resource": "*",
          "Effect": "Allow",
          "Condition": {
            "StringEquals": {
              "acs:Service": "ecs.aliyuncs.com"
            }
          }
        }
      ]
    }

For more information about creating a RAM user and granting permissions, see Create a RAM user and Grant permissions to a RAM user in the Alibaba Cloud documentation.

4.2.2. Configuring the Cloud Credential Operator utility

To assign RAM users and policies that provide long-lived RAM AccessKeys (AKs) for each in-cluster component, extract and prepare the Cloud Credential Operator (CCO) utility (ccoctl) binary.

Note

The ccoctl utility is a Linux binary that must run in a Linux environment.

Prerequisites

  • You have access to an OpenShift Container Platform account with cluster administrator access.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. Obtain the OpenShift Container Platform release image:

    $ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')
  2. Get the CCO container image from the OpenShift Container Platform release image:

    $ CCO_IMAGE=$(oc adm release info --image-for='cloud-credential-operator' $RELEASE_IMAGE)
    Note

    Ensure that the architecture of the $RELEASE_IMAGE matches the architecture of the environment in which you will use the ccoctl tool.

  3. Extract the ccoctl binary from the CCO container image within the OpenShift Container Platform release image:

    $ oc image extract $CCO_IMAGE --file="/usr/bin/ccoctl" -a ~/.pull-secret
  4. Change the permissions to make ccoctl executable:

    $ chmod 775 ccoctl

Verification

  • To verify that ccoctl is ready to use, display the help file:

    $ ccoctl --help

    Output of ccoctl --help

    OpenShift credentials provisioning tool
    
    Usage:
      ccoctl [command]
    
    Available Commands:
      alibabacloud Manage credentials objects for alibaba cloud
      aws          Manage credentials objects for AWS cloud
      gcp          Manage credentials objects for Google cloud
      help         Help about any command
      ibmcloud     Manage credentials objects for IBM Cloud
    
    Flags:
      -h, --help   help for ccoctl
    
    Use "ccoctl [command] --help" for more information about a command.

4.2.3. Next steps

4.3. Installing a cluster quickly on Alibaba Cloud

In OpenShift Container Platform version 4.10, you can install a cluster on Alibaba Cloud that uses the default configuration options.

Important

Alibaba Cloud on OpenShift Container Platform is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.

For more information about the support scope of Red Hat Technology Preview features, see Technology Preview Features Support Scope.

4.3.1. Prerequisites

4.3.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

4.3.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

4.3.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

4.3.5. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Alibaba Cloud.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select alibabacloud as the platform to target.
      3. Select the region to deploy the cluster to.
      4. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
      5. Provide a descriptive name for your cluster.
      6. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Installing the cluster into Alibaba Cloud requires that the Cloud Credential Operator (CCO) operate in manual mode. Modify the install-config.yaml file to set the credentialsMode parameter to Manual:

    Example install-config.yaml configuration file with credentialsMode set to Manual

    apiVersion: v1
    baseDomain: cluster1.example.com
    credentialsMode: Manual 1
    compute:
    - architecture: amd64
      hyperthreading: Enabled
     ...

    1
    Add this line to set the credentialsMode to Manual.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

4.3.6. Generating the required installation manifests

You must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.

Procedure

  1. Generate the manifests by running the following command from the directory that contains the installation program:

    $ openshift-install create manifests --dir <installation_directory>

    where:

    <installation_directory>
    Specifies the directory in which the installation program creates files.

4.3.7. Creating credentials for OpenShift Container Platform components with the ccoctl tool

You can use the OpenShift Container Platform Cloud Credential Operator (CCO) utility to automate the creation of Alibaba Cloud RAM users and policies for each in-cluster component.

Note

By default, ccoctl creates objects in the directory in which the commands are run. To create the objects in a different directory, use the --output-dir flag. This procedure uses <path_to_ccoctl_output_dir> to refer to this directory.

Prerequisites

You must have:

  • Extracted and prepared the ccoctl binary.
  • Created a RAM user with sufficient permission to create the OpenShift Container Platform cluster.
  • Added the AccessKeyID (access_key_id) and AccessKeySecret (access_key_secret) of that RAM user into the ~/.alibabacloud/credentials file on your local computer.

Procedure

  1. Set the $RELEASE_IMAGE variable by running the following command:

    $ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')
  2. Extract the list of CredentialsRequest objects from the OpenShift Container Platform release image by running the following command:

    $ oc adm release extract \
    --credentials-requests \
    --cloud=alibabacloud \
    --to=<path_to_directory_with_list_of_credentials_requests>/credrequests \ 1
    $RELEASE_IMAGE
    1
    credrequests is the directory where the list of CredentialsRequest objects is stored. This command creates the directory if it does not exist.
    Note

    This command can take a few moments to run.

  3. If your cluster uses cluster capabilities to disable one or more optional components, delete the CredentialsRequest custom resources for any disabled components.

    Example credrequests directory contents for OpenShift Container Platform 4.12 on Alibaba Cloud

    0000_30_machine-api-operator_00_credentials-request.yaml 1
    0000_50_cluster-image-registry-operator_01-registry-credentials-request-alibaba.yaml 2
    0000_50_cluster-ingress-operator_00-ingress-credentials-request.yaml 3
    0000_50_cluster-storage-operator_03_credentials_request_alibaba.yaml 4

    1
    The Machine API Operator CR is required.
    2
    The Image Registry Operator CR is required.
    3
    The Ingress Operator CR is required.
    4
    The Storage Operator CR is an optional component and might be disabled in your cluster.
  4. Use the ccoctl tool to process all CredentialsRequest objects in the credrequests directory:

    1. Run the following command to use the tool:

      $ ccoctl alibabacloud create-ram-users \
      --name <name> \
      --region=<alibaba_region> \
      --credentials-requests-dir=<path_to_directory_with_list_of_credentials_requests>/credrequests \
      --output-dir=<path_to_ccoctl_output_dir>

      where:

      • <name> is the name used to tag any cloud resources that are created for tracking.
      • <alibaba_region> is the Alibaba Cloud region in which cloud resources will be created.
      • <path_to_directory_with_list_of_credentials_requests>/credrequests is the directory containing the files for the component CredentialsRequest objects.
      • <path_to_ccoctl_output_dir> is the directory where the generated component credentials secrets will be placed.
      Note

      If your cluster uses Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set, you must include the --enable-tech-preview parameter.

      Example output

      2022/02/11 16:18:26 Created RAM User: user1-alicloud-openshift-machine-api-alibabacloud-credentials
      2022/02/11 16:18:27 Ready for creating new ram policy user1-alicloud-openshift-machine-api-alibabacloud-credentials-policy-policy
      2022/02/11 16:18:27 RAM policy user1-alicloud-openshift-machine-api-alibabacloud-credentials-policy-policy has created
      2022/02/11 16:18:28 Policy user1-alicloud-openshift-machine-api-alibabacloud-credentials-policy-policy has attached on user user1-alicloud-openshift-machine-api-alibabacloud-credentials
      2022/02/11 16:18:29 Created access keys for RAM User: user1-alicloud-openshift-machine-api-alibabacloud-credentials
      2022/02/11 16:18:29 Saved credentials configuration to: user1-alicloud/manifests/openshift-machine-api-alibabacloud-credentials-credentials.yaml
      ...

      Note

      A RAM user can have up to two AccessKeys at the same time. If you run ccoctl alibabacloud create-ram-users more than twice, the previous generated manifests secret becomes stale and you must reapply the newly generated secrets.

    2. Verify that the OpenShift Container Platform secrets are created:

      $ ls <path_to_ccoctl_output_dir>/manifests

      Example output:

      openshift-cluster-csi-drivers-alibaba-disk-credentials-credentials.yaml
      openshift-image-registry-installer-cloud-credentials-credentials.yaml
      openshift-ingress-operator-cloud-credentials-credentials.yaml
      openshift-machine-api-alibabacloud-credentials-credentials.yaml

      You can verify that the RAM users and policies are created by querying Alibaba Cloud. For more information, refer to Alibaba Cloud documentation on listing RAM users and policies.

  5. Copy the generated credential files to the target manifests directory:

    $ cp ./<path_to_ccoctl_output_dir>/manifests/*credentials.yaml ./<path_to_installation>dir>/manifests/

    where:

    <path_to_ccoctl_output_dir>
    Specifies the directory created by the ccoctl alibabacloud create-ram-users command.
    <path_to_installation_dir>
    Specifies the directory in which the installation program creates files.

4.3.8. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

4.3.9. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

4.3.10. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

4.3.11. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

4.3.12. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

4.3.13. Next steps

4.4. Installing a cluster on Alibaba Cloud with customizations

In OpenShift Container Platform version 4.10, you can install a customized cluster on infrastructure that the installation program provisions on Alibaba Cloud. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

Note

The scope of the OpenShift Container Platform installation configurations is intentionally narrow. It is designed for simplicity and ensured success. You can complete many more OpenShift Container Platform configuration tasks after an installation completes.

Important

Alibaba Cloud on OpenShift Container Platform is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.

For more information about the support scope of Red Hat Technology Preview features, see Technology Preview Features Support Scope.

4.4.1. Prerequisites

4.4.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

4.4.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

4.4.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.
4.4.4.1. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Alibaba Cloud.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select alibabacloud as the platform to target.
      3. Select the region to deploy the cluster to.
      4. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
      5. Provide a descriptive name for your cluster.
      6. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Installing the cluster into Alibaba Cloud requires that the Cloud Credential Operator (CCO) operate in manual mode. Modify the install-config.yaml file to set the credentialsMode parameter to Manual:

    Example install-config.yaml configuration file with credentialsMode set to Manual

    apiVersion: v1
    baseDomain: cluster1.example.com
    credentialsMode: Manual 1
    compute:
    - architecture: amd64
      hyperthreading: Enabled
     ...

    1
    Add this line to set the credentialsMode to Manual.
  3. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  4. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

4.4.4.2. Generating the required installation manifests

You must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.

Procedure

  1. Generate the manifests by running the following command from the directory that contains the installation program:

    $ openshift-install create manifests --dir <installation_directory>

    where:

    <installation_directory>
    Specifies the directory in which the installation program creates files.
4.4.4.3. Creating credentials for OpenShift Container Platform components with the ccoctl tool

You can use the OpenShift Container Platform Cloud Credential Operator (CCO) utility to automate the creation of Alibaba Cloud RAM users and policies for each in-cluster component.

Note

By default, ccoctl creates objects in the directory in which the commands are run. To create the objects in a different directory, use the --output-dir flag. This procedure uses <path_to_ccoctl_output_dir> to refer to this directory.

Prerequisites

You must have:

  • Extracted and prepared the ccoctl binary.
  • Created a RAM user with sufficient permission to create the OpenShift Container Platform cluster.
  • Added the AccessKeyID (access_key_id) and AccessKeySecret (access_key_secret) of that RAM user into the ~/.alibabacloud/credentials file on your local computer.

Procedure

  1. Set the $RELEASE_IMAGE variable by running the following command:

    $ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')
  2. Extract the list of CredentialsRequest objects from the OpenShift Container Platform release image by running the following command:

    $ oc adm release extract \
    --credentials-requests \
    --cloud=alibabacloud \
    --to=<path_to_directory_with_list_of_credentials_requests>/credrequests \ 1
    $RELEASE_IMAGE
    1
    credrequests is the directory where the list of CredentialsRequest objects is stored. This command creates the directory if it does not exist.
    Note

    This command can take a few moments to run.

  3. If your cluster uses cluster capabilities to disable one or more optional components, delete the CredentialsRequest custom resources for any disabled components.

    Example credrequests directory contents for OpenShift Container Platform 4.12 on Alibaba Cloud

    0000_30_machine-api-operator_00_credentials-request.yaml 1
    0000_50_cluster-image-registry-operator_01-registry-credentials-request-alibaba.yaml 2
    0000_50_cluster-ingress-operator_00-ingress-credentials-request.yaml 3
    0000_50_cluster-storage-operator_03_credentials_request_alibaba.yaml 4

    1
    The Machine API Operator CR is required.
    2
    The Image Registry Operator CR is required.
    3
    The Ingress Operator CR is required.
    4
    The Storage Operator CR is an optional component and might be disabled in your cluster.
  4. Use the ccoctl tool to process all CredentialsRequest objects in the credrequests directory:

    1. Run the following command to use the tool:

      $ ccoctl alibabacloud create-ram-users \
      --name <name> \
      --region=<alibaba_region> \
      --credentials-requests-dir=<path_to_directory_with_list_of_credentials_requests>/credrequests \
      --output-dir=<path_to_ccoctl_output_dir>

      where:

      • <name> is the name used to tag any cloud resources that are created for tracking.
      • <alibaba_region> is the Alibaba Cloud region in which cloud resources will be created.
      • <path_to_directory_with_list_of_credentials_requests>/credrequests is the directory containing the files for the component CredentialsRequest objects.
      • <path_to_ccoctl_output_dir> is the directory where the generated component credentials secrets will be placed.
      Note

      If your cluster uses Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set, you must include the --enable-tech-preview parameter.

      Example output

      2022/02/11 16:18:26 Created RAM User: user1-alicloud-openshift-machine-api-alibabacloud-credentials
      2022/02/11 16:18:27 Ready for creating new ram policy user1-alicloud-openshift-machine-api-alibabacloud-credentials-policy-policy
      2022/02/11 16:18:27 RAM policy user1-alicloud-openshift-machine-api-alibabacloud-credentials-policy-policy has created
      2022/02/11 16:18:28 Policy user1-alicloud-openshift-machine-api-alibabacloud-credentials-policy-policy has attached on user user1-alicloud-openshift-machine-api-alibabacloud-credentials
      2022/02/11 16:18:29 Created access keys for RAM User: user1-alicloud-openshift-machine-api-alibabacloud-credentials
      2022/02/11 16:18:29 Saved credentials configuration to: user1-alicloud/manifests/openshift-machine-api-alibabacloud-credentials-credentials.yaml
      ...

      Note

      A RAM user can have up to two AccessKeys at the same time. If you run ccoctl alibabacloud create-ram-users more than twice, the previous generated manifests secret becomes stale and you must reapply the newly generated secrets.

    2. Verify that the OpenShift Container Platform secrets are created:

      $ ls <path_to_ccoctl_output_dir>/manifests

      Example output:

      openshift-cluster-csi-drivers-alibaba-disk-credentials-credentials.yaml
      openshift-image-registry-installer-cloud-credentials-credentials.yaml
      openshift-ingress-operator-cloud-credentials-credentials.yaml
      openshift-machine-api-alibabacloud-credentials-credentials.yaml

      You can verify that the RAM users and policies are created by querying Alibaba Cloud. For more information, refer to Alibaba Cloud documentation on listing RAM users and policies.

  5. Copy the generated credential files to the target manifests directory:

    $ cp ./<path_to_ccoctl_output_dir>/manifests/*credentials.yaml ./<path_to_installation>dir>/manifests/

    where:

    <path_to_ccoctl_output_dir>
    Specifies the directory created by the ccoctl alibabacloud create-ram-users command.
    <path_to_installation_dir>
    Specifies the directory in which the installation program creates files.
4.4.4.4. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

4.4.4.4.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 4.1. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
4.4.4.4.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 4.2. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

4.4.4.4.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 4.3. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. The default value is External.

Setting this field to Internal is not supported on non-cloud platforms and IBM Cloud VPC.

Important

If the value of the field is set to Internal, the cluster will become non-functional. For more information, refer to BZ#1953035.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
4.4.4.4.4. Additional Alibaba Cloud configuration parameters

Additional Alibaba Cloud configuration parameters are described in the following table. The alibabacloud parameters are the configuration used when installing on Alibaba Cloud. The defaultMachinePlatform parameters are the default configuration used when installing on Alibaba Cloud for machine pools that do not define their own platform configuration.

These parameters apply to both compute machines and control plane machines where specified.

Note

If defined, the parameters compute.platform.alibabacloud and controlPlane.platform.alibabacloud will overwrite platform.alibabacloud.defaultMachinePlatform settings for compute machines and control plane machines respectively.

Table 4.4. Optional Alibaba Cloud parameters
ParameterDescriptionValues

compute.platform.alibabacloud.imageID

The imageID used to create the ECS instance. ImageID must belong to the same region as the cluster.

String.

compute.platform.alibabacloud.instanceType

InstanceType defines the ECS instance type. Example: ecs.g6.large

String.

compute.platform.alibabacloud.systemDiskCategory

Defines the category of the system disk. Examples: cloud_efficiency,cloud_essd

String.

compute.platform.alibabacloud.systemDisksize

Defines the size of the system disk in gibibytes (GiB).

Integer.

compute.platform.alibabacloud.zones

The list of availability zones that can be used. Examples: cn-hangzhou-h, cn-hangzhou-j

String list.

controlPlane.platform.alibabacloud.imageID

The imageID used to create the ECS instance. ImageID must belong to the same region as the cluster.

String.

controlPlane.platform.alibabacloud.instanceType

InstanceType defines the ECS instance type. Example: ecs.g6.xlarge

String.

controlPlane.platform.alibabacloud.systemDiskCategory

Defines the category of the system disk. Examples: cloud_efficiency,cloud_essd

String.

controlPlane.platform.alibabacloud.systemDisksize

Defines the size of the system disk in gibibytes (GiB).

Integer.

controlPlane.platform.alibabacloud.zones

The list of availability zones that can be used. Examples: cn-hangzhou-h, cn-hangzhou-j

String list.

platform.alibabacloud.region

Required.The Alibaba Cloud region where the cluster will be created.

String.

platform.alibabacloud.resourceGroupID

The ID of an already existing resource group where the cluster will be installed. If empty, the installer will create a new resource group for the cluster.

String.

platform.alibabacloud.tags

Additional keys and values to apply to all Alibaba Cloud resources created for the cluster.

Object.

platform.alibabacloud.vpcID

The ID of an already existing VPC where the cluster should be installed. If empty, the installer will create a new VPC for the cluster.

String.

platform.alibabacloud.vswitchIDs

The ID list of already existing VSwitches where cluster resources will be created. The existing VSwitches can only be used when also using existing VPC. If empty, the installer will create new VSwitches for the cluster.

String list.

platform.alibabacloud.defaultMachinePlatform.imageID

For both compute machines and control plane machines, the image ID that should be used to create ECS instance. If set, the image ID should belong to the same region as the cluster.

String.

platform.alibabacloud.defaultMachinePlatform.instanceType

For both compute machines and control plane machines, the ECS instance type used to create the ECS instance. Example: ecs.g6.xlarge

String.

platform.alibabacloud.defaultMachinePlatform.systemDiskCategory

For both compute machines and control plane machines, the category of the system disk. Examples: cloud_efficiency, cloud_essd.

String, for example "", cloud_efficiency, cloud_essd.

platform.alibabacloud.defaultMachinePlatform.systemDiskSize

For both compute machines and control plane machines, the size of the system disk in gibibytes (GiB). The minimum is 120.

Integer.

platform.alibabacloud.defaultMachinePlatform.zones

For both compute machines and control plane machines, the list of availability zones that can be used. Examples: cn-hangzhou-h, cn-hangzhou-j

String list.

platform.alibabacloud.privateZoneID

The ID of an existing private zone into which to add DNS records for the cluster’s internal API. An existing private zone can only be used when also using existing VPC. The private zone must be associated with the VPC containing the subnets. Leave the private zone unset to have the installer create the private zone on your behalf.

String.

4.4.4.5. Sample customized install-config.yaml file for Alibaba Cloud

You can customize the installation configuration file (install-config.yaml) to specify more details about your cluster’s platform or modify the values of the required parameters.

apiVersion: v1
baseDomain: alicloud-dev.devcluster.openshift.com
credentialsMode: Manual
compute:
- architecture: amd64
  hyperthreading: Enabled
  name: worker
  platform: {}
  replicas: 3
controlPlane:
  architecture: amd64
  hyperthreading: Enabled
  name: master
  platform: {}
  replicas: 3
metadata:
  creationTimestamp: null
  name: test-cluster 1
 networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN 2
  serviceNetwork:
  - 172.30.0.0/16
platform:
  alibabacloud:
    defaultMachinePlatform: 3
      instanceType: ecs.g6.xlarge
      systemDiskCategory: cloud_efficiency
      systemDiskSize: 200
    region: ap-southeast-1 4
    resourceGroupID: rg-acfnw6j3hyai 5
    vpcID: vpc-0xifdjerdibmaqvtjob2b
    vswitchIDs: 6
    - vsw-0xi8ycgwc8wv5rhviwdq5
    - vsw-0xiy6v3z2tedv009b4pz2
publish: External
pullSecret: '{"auths": {"cloud.openshift.com": {"auth": ... }' 7
sshKey: |
  ssh-rsa AAAA... 8
1
Required. The installation program prompts you for a cluster name.
2
The cluster network plugin to install. The supported values are OVNKubernetes and OpenShiftSDN. The default value is OVNKubernetes.
3
Optional. Specify parameters for machine pools that do not define their own platform configuration.
4
Required. The installation program prompts you for the region to deploy the cluster to.
5
Optional. Specify an existing resource group where the cluster should be installed.
7
Required. The installation program prompts you for the pull secret.
8
Optional. The installation program prompts you for the SSH key value that you use to access the machines in your cluster.
6
Optional. These are example vswitchID values.
4.4.4.6. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

4.4.5. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

4.4.6. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

4.4.7. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

4.4.8. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

4.4.9. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

4.4.10. Next steps

4.5. Installing a cluster on Alibaba Cloud with network customizations

In OpenShift Container Platform 4.10, you can install a cluster on Alibaba Cloud with customized network configuration options. By customizing your network configuration, your cluster can coexist with existing IP address allocations in your environment and integrate with existing MTU and VXLAN configurations.

You must set most of the network configuration parameters during installation, and you can modify only kubeProxy configuration parameters in a running cluster.

Important

Alibaba Cloud on OpenShift Container Platform is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.

For more information about the support scope of Red Hat Technology Preview features, see Technology Preview Features Support Scope.

4.5.1. Prerequisites

4.5.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

4.5.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

4.5.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

4.5.5. Network configuration phases

There are two phases prior to OpenShift Container Platform installation where you can customize the network configuration.

Phase 1

You can customize the following network-related fields in the install-config.yaml file before you create the manifest files:

  • networking.networkType
  • networking.clusterNetwork
  • networking.serviceNetwork
  • networking.machineNetwork

    For more information on these fields, refer to Installation configuration parameters.

    Note

    Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

    Important

    The CIDR range 172.17.0.0/16 is reserved by libVirt. You cannot use this range or any range that overlaps with this range for any networks in your cluster.

Phase 2
After creating the manifest files by running openshift-install create manifests, you can define a customized Cluster Network Operator manifest with only the fields you want to modify. You can use the manifest to specify advanced network configuration.

You cannot override the values specified in phase 1 in the install-config.yaml file during phase 2. However, you can further customize the cluster network provider during phase 2.

4.5.5.1. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Enter a descriptive name for your cluster.
      3. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

4.5.5.2. Generating the required installation manifests

You must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.

Procedure

  1. Generate the manifests by running the following command from the directory that contains the installation program:

    $ openshift-install create manifests --dir <installation_directory>

    where:

    <installation_directory>
    Specifies the directory in which the installation program creates files.
Note

By default, ccoctl creates objects in the directory in which the commands are run. To create the objects in a different directory, use the --output-dir flag. This procedure uses <path_to_ccoctl_output_dir> to refer to this directory.

Prerequisites

You must have:

  • Extracted and prepared the ccoctl binary.

Procedure

  1. Extract the list of CredentialsRequest objects from the OpenShift Container Platform release image by running the following command:

    <1> `credrequests` is the directory where the list of `CredentialsRequest` objects is stored. This command creates the directory if it does not exist.
    Note

    This command can take a few moments to run.

4.5.5.3. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

4.5.5.3.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 4.5. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
4.5.5.3.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 4.6. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

4.5.5.3.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 4.7. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. The default value is External.

Setting this field to Internal is not supported on non-cloud platforms and IBM Cloud VPC.

Important

If the value of the field is set to Internal, the cluster will become non-functional. For more information, refer to BZ#1953035.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
4.5.5.4. Sample customized install-config.yaml file for Alibaba Cloud

You can customize the installation configuration file (install-config.yaml) to specify more details about your cluster’s platform or modify the values of the required parameters.

apiVersion: v1
baseDomain: alicloud-dev.devcluster.openshift.com
credentialsMode: Manual
compute:
- architecture: amd64
  hyperthreading: Enabled
  name: worker
  platform: {}
  replicas: 3
controlPlane:
  architecture: amd64
  hyperthreading: Enabled
  name: master
  platform: {}
  replicas: 3
metadata:
  creationTimestamp: null
  name: test-cluster 1
 networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN 2
  serviceNetwork:
  - 172.30.0.0/16
platform:
  alibabacloud:
    defaultMachinePlatform: 3
      instanceType: ecs.g6.xlarge
      systemDiskCategory: cloud_efficiency
      systemDiskSize: 200
    region: ap-southeast-1 4
    resourceGroupID: rg-acfnw6j3hyai 5
    vpcID: vpc-0xifdjerdibmaqvtjob2b
    vswitchIDs: 6
    - vsw-0xi8ycgwc8wv5rhviwdq5
    - vsw-0xiy6v3z2tedv009b4pz2
publish: External
pullSecret: '{"auths": {"cloud.openshift.com": {"auth": ... }' 7
sshKey: |
  ssh-rsa AAAA... 8
1
Required. The installation program prompts you for a cluster name.
2
The cluster network plugin to install. The supported values are OVNKubernetes and OpenShiftSDN. The default value is OVNKubernetes.
3
Optional. Specify parameters for machine pools that do not define their own platform configuration.
4
Required. The installation program prompts you for the region to deploy the cluster to.
5
Optional. Specify an existing resource group where the cluster should be installed.
7
Required. The installation program prompts you for the pull secret.
8
Optional. The installation program prompts you for the SSH key value that you use to access the machines in your cluster.
6
Optional. These are example vswitchID values.
4.5.5.5. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

4.5.6. Cluster Network Operator configuration

The configuration for the cluster network is specified as part of the Cluster Network Operator (CNO) configuration and stored in a custom resource (CR) object that is named cluster. The CR specifies the fields for the Network API in the operator.openshift.io API group.

The CNO configuration inherits the following fields during cluster installation from the Network API in the Network.config.openshift.io API group and these fields cannot be changed:

clusterNetwork
IP address pools from which pod IP addresses are allocated.
serviceNetwork
IP address pool for services.
defaultNetwork.type
Cluster network provider, such as OpenShift SDN or OVN-Kubernetes.

You can specify the cluster network provider configuration for your cluster by setting the fields for the defaultNetwork object in the CNO object named cluster.

4.5.6.1. Cluster Network Operator configuration object

The fields for the Cluster Network Operator (CNO) are described in the following table:

Table 4.8. Cluster Network Operator configuration object
FieldTypeDescription

metadata.name

string

The name of the CNO object. This name is always cluster.

spec.clusterNetwork

array

A list specifying the blocks of IP addresses from which pod IP addresses are allocated and the subnet prefix length assigned to each individual node in the cluster. For example:

spec:
  clusterNetwork:
  - cidr: 10.128.0.0/19
    hostPrefix: 23
  - cidr: 10.128.32.0/19
    hostPrefix: 23

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.serviceNetwork

array

A block of IP addresses for services. The OpenShift SDN and OVN-Kubernetes Container Network Interface (CNI) network providers support only a single IP address block for the service network. For example:

spec:
  serviceNetwork:
  - 172.30.0.0/14

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.defaultNetwork

object

Configures the Container Network Interface (CNI) cluster network provider for the cluster network.

spec.kubeProxyConfig

object

The fields for this object specify the kube-proxy configuration. If you are using the OVN-Kubernetes cluster network provider, the kube-proxy configuration has no effect.

defaultNetwork object configuration

The values for the defaultNetwork object are defined in the following table:

Table 4.9. defaultNetwork object
FieldTypeDescription

type

string

Either OpenShiftSDN or OVNKubernetes. The cluster network provider is selected during installation. This value cannot be changed after cluster installation.

Note

OpenShift Container Platform uses the OpenShift SDN Container Network Interface (CNI) cluster network provider by default.

openshiftSDNConfig

object

This object is only valid for the OpenShift SDN cluster network provider.

ovnKubernetesConfig

object

This object is only valid for the OVN-Kubernetes cluster network provider.

Configuration for the OpenShift SDN CNI cluster network provider

The following table describes the configuration fields for the OpenShift SDN Container Network Interface (CNI) cluster network provider.

Table 4.10. openshiftSDNConfig object
FieldTypeDescription

mode

string

Configures the network isolation mode for OpenShift SDN. The default value is NetworkPolicy.

The values Multitenant and Subnet are available for backwards compatibility with OpenShift Container Platform 3.x but are not recommended. This value cannot be changed after cluster installation.

mtu

integer

The maximum transmission unit (MTU) for the VXLAN overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 50 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1450.

This value cannot be changed after cluster installation.

vxlanPort

integer

The port to use for all VXLAN packets. The default value is 4789. This value cannot be changed after cluster installation.

If you are running in a virtualized environment with existing nodes that are part of another VXLAN network, then you might be required to change this. For example, when running an OpenShift SDN overlay on top of VMware NSX-T, you must select an alternate port for the VXLAN, because both SDNs use the same default VXLAN port number.

On Amazon Web Services (AWS), you can select an alternate port for the VXLAN between port 9000 and port 9999.

Example OpenShift SDN configuration

defaultNetwork:
  type: OpenShiftSDN
  openshiftSDNConfig:
    mode: NetworkPolicy
    mtu: 1450
    vxlanPort: 4789

Configuration for the OVN-Kubernetes CNI cluster network provider

The following table describes the configuration fields for the OVN-Kubernetes CNI cluster network provider.

Table 4.11. ovnKubernetesConfig object
FieldTypeDescription

mtu

integer

The maximum transmission unit (MTU) for the Geneve (Generic Network Virtualization Encapsulation) overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 100 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1400.

genevePort

integer

The port to use for all Geneve packets. The default value is 6081. This value cannot be changed after cluster installation.

ipsecConfig

object

Specify an empty object to enable IPsec encryption. This value cannot be changed after cluster installation.

policyAuditConfig

object

Specify a configuration object for customizing network policy audit logging. If unset, the defaults audit log settings are used.

gatewayConfig

object

Optional: Specify a configuration object for customizing how egress traffic is sent to the node gateway.

Note
While migrating egress traffic, you can expect some disruption to workloads and service traffic until the Cluster Network Operator (CNO) successfully rolls out the changes.
Table 4.12. policyAuditConfig object
FieldTypeDescription

rateLimit

integer

The maximum number of messages to generate every second per node. The default value is 20 messages per second.

maxFileSize

integer

The maximum size for the audit log in bytes. The default value is 50000000 or 50 MB.

destination

string

One of the following additional audit log targets:

libc
The libc syslog() function of the journald process on the host.
udp:<host>:<port>
A syslog server. Replace <host>:<port> with the host and port of the syslog server.
unix:<file>
A Unix Domain Socket file specified by <file>.
null
Do not send the audit logs to any additional target.

syslogFacility

string

The syslog facility, such as kern, as defined by RFC5424. The default value is local0.

Table 4.13. gatewayConfig object
FieldTypeDescription

routingViaHost

boolean

Set this field to true to send egress traffic from pods to the host networking stack. For highly-specialized installations and applications that rely on manually configured routes in the kernel routing table, you might want to route egress traffic to the host networking stack. By default, egress traffic is processed in OVN to exit the cluster and is not affected by specialized routes in the kernel routing table. The default value is false.

This field has an interaction with the Open vSwitch hardware offloading feature. If you set this field to true, you do not receive the performance benefits of the offloading because egress traffic is processed by the host networking stack.

Example OVN-Kubernetes configuration with IPSec enabled

defaultNetwork:
  type: OVNKubernetes
  ovnKubernetesConfig:
    mtu: 1400
    genevePort: 6081
    ipsecConfig: {}

kubeProxyConfig object configuration

The values for the kubeProxyConfig object are defined in the following table:

Table 4.14. kubeProxyConfig object
FieldTypeDescription

iptablesSyncPeriod

string

The refresh period for iptables rules. The default value is 30s. Valid suffixes include s, m, and h and are described in the Go time package documentation.

Note

Because of performance improvements introduced in OpenShift Container Platform 4.3 and greater, adjusting the iptablesSyncPeriod parameter is no longer necessary.

proxyArguments.iptables-min-sync-period

array

The minimum duration before refreshing iptables rules. This field ensures that the refresh does not happen too frequently. Valid suffixes include s, m, and h and are described in the Go time package. The default value is:

kubeProxyConfig:
  proxyArguments:
    iptables-min-sync-period:
    - 0s

4.5.7. Specifying advanced network configuration

You can use advanced network configuration for your cluster network provider to integrate your cluster into your existing network environment. You can specify advanced network configuration only before you install the cluster.

Important

Customizing your network configuration by modifying the OpenShift Container Platform manifest files created by the installation program is not supported. Applying a manifest file that you create, as in the following procedure, is supported.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    <installation_directory> specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
  3. Specify the advanced network configuration for your cluster in the cluster-network-03-config.yml file, such as in the following examples:

    Specify a different VXLAN port for the OpenShift SDN network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        openshiftSDNConfig:
          vxlanPort: 4800

    Enable IPsec for the OVN-Kubernetes network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          ipsecConfig: {}

  4. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program consumes the manifests/ directory when you create the Ignition config files.

4.5.8. Configuring hybrid networking with OVN-Kubernetes

You can configure your cluster to use hybrid networking with OVN-Kubernetes. This allows a hybrid cluster that supports different node networking configurations. For example, this is necessary to run both Linux and Windows nodes in a cluster.

Important

You must configure hybrid networking with OVN-Kubernetes during the installation of your cluster. You cannot switch to hybrid networking after the installation process.

Prerequisites

  • You defined OVNKubernetes for the networking.networkType parameter in the install-config.yaml file. See the installation documentation for configuring OpenShift Container Platform network customizations on your chosen cloud provider for more information.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory>

    where:

    <installation_directory>
    Specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    $ cat <<EOF > <installation_directory>/manifests/cluster-network-03-config.yml
    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
    EOF

    where:

    <installation_directory>
    Specifies the directory name that contains the manifests/ directory for your cluster.
  3. Open the cluster-network-03-config.yml file in an editor and configure OVN-Kubernetes with hybrid networking, such as in the following example:

    Specify a hybrid networking configuration

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          hybridOverlayConfig:
            hybridClusterNetwork: 1
            - cidr: 10.132.0.0/14
              hostPrefix: 23
            hybridOverlayVXLANPort: 9898 2

    1
    Specify the CIDR configuration used for nodes on the additional overlay network. The hybridClusterNetwork CIDR cannot overlap with the clusterNetwork CIDR.
    2
    Specify a custom VXLAN port for the additional overlay network. This is required for running Windows nodes in a cluster installed on vSphere, and must not be configured for any other cloud provider. The custom port can be any open port excluding the default 4789 port. For more information on this requirement, see the Microsoft documentation on Pod-to-pod connectivity between hosts is broken.
    Note

    Windows Server Long-Term Servicing Channel (LTSC): Windows Server 2019 is not supported on clusters with a custom hybridOverlayVXLANPort value because this Windows server version does not support selecting a custom VXLAN port.

  4. Save the cluster-network-03-config.yml file and quit the text editor.
  5. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program deletes the manifests/ directory when creating the cluster.

4.5.9. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

4.5.10. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

4.5.11. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

4.5.12. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

4.5.13. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

4.5.14. Next steps

4.6. Installing a cluster on Alibaba Cloud into an existing VPC

In OpenShift Container Platform version 4.10, you can install a cluster into an existing Alibaba Virtual Private Cloud (VPC) on Alibaba Cloud Services. The installation program provisions the required infrastructure, which can then be customized. To customize the VPC installation, modify the parameters in the 'install-config.yaml' file before you install the cluster.

Note

The scope of the OpenShift Container Platform installation configurations is intentionally narrow. It is designed for simplicity and ensured success. You can complete many more OpenShift Container Platform configuration tasks after an installation completes.

Important

Alibaba Cloud on OpenShift Container Platform is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.

For more information about the support scope of Red Hat Technology Preview features, see Technology Preview Features Support Scope.

4.6.1. Prerequisites

4.6.2. Using a custom VPC

In OpenShift Container Platform 4.10, you can deploy a cluster into existing subnets in an existing Virtual Private Cloud (VPC) in the Alibaba Cloud Platform. By deploying OpenShift Container Platform into an existing Alibaba VPC, you can avoid limit constraints in new accounts and more easily adhere to your organization’s operational constraints. If you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself, use this installation option. You must configure networking using vSwitches.

4.6.2.1. Requirements for using your VPC

The union of the VPC CIDR block and the machine network CIDR must be non-empty. The vSwitches must be within the machine network.

The installation program does not create the following components:

  • VPC
  • vSwitches
  • Route table
  • NAT gateway
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

4.6.2.2. VPC validation

To ensure that the vSwitches you provide are suitable, the installation program confirms the following data:

  • All the vSwitches that you specify must exist.
  • You have provided one or more vSwitches for control plane machines and compute machines.
  • The vSwitches' CIDRs belong to the machine CIDR that you specified.
4.6.2.3. Division of permissions

Some individuals can create different resources in your cloud than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components, such as VPCs or vSwitches.

4.6.2.4. Isolation between clusters

If you deploy OpenShift Container Platform into an existing network, the isolation of cluster services is reduced in the following ways:

  • You can install multiple OpenShift Container Platform clusters in the same VPC.
  • ICMP ingress is allowed to the entire network.
  • TCP 22 ingress (SSH) is allowed to the entire network.
  • Control plane TCP 6443 ingress (Kubernetes API) is allowed to the entire network.
  • Control plane TCP 22623 ingress (MCS) is allowed to the entire network.

4.6.3. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

4.6.4. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

4.6.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.
4.6.5.1. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Alibaba Cloud.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select alibabacloud as the platform to target.
      3. Select the region to deploy the cluster to.
      4. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
      5. Provide a descriptive name for your cluster.
      6. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Installing the cluster into Alibaba Cloud requires that the Cloud Credential Operator (CCO) operate in manual mode. Modify the install-config.yaml file to set the credentialsMode parameter to Manual:

    Example install-config.yaml configuration file with credentialsMode set to Manual

    apiVersion: v1
    baseDomain: cluster1.example.com
    credentialsMode: Manual 1
    compute:
    - architecture: amd64
      hyperthreading: Enabled
     ...

    1
    Add this line to set the credentialsMode to Manual.
  3. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  4. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

4.6.5.2. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

4.6.5.2.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 4.15. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
4.6.5.2.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 4.16. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

4.6.5.2.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 4.17. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. The default value is External.

Setting this field to Internal is not supported on non-cloud platforms and IBM Cloud VPC.

Important

If the value of the field is set to Internal, the cluster will become non-functional. For more information, refer to BZ#1953035.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
4.6.5.2.4. Additional Alibaba Cloud configuration parameters

Additional Alibaba Cloud configuration parameters are described in the following table. The alibabacloud parameters are the configuration used when installing on Alibaba Cloud. The defaultMachinePlatform parameters are the default configuration used when installing on Alibaba Cloud for machine pools that do not define their own platform configuration.

These parameters apply to both compute machines and control plane machines where specified.

Note

If defined, the parameters compute.platform.alibabacloud and controlPlane.platform.alibabacloud will overwrite platform.alibabacloud.defaultMachinePlatform settings for compute machines and control plane machines respectively.

Table 4.18. Optional Alibaba Cloud parameters
ParameterDescriptionValues

compute.platform.alibabacloud.imageID

The imageID used to create the ECS instance. ImageID must belong to the same region as the cluster.

String.

compute.platform.alibabacloud.instanceType

InstanceType defines the ECS instance type. Example: ecs.g6.large

String.

compute.platform.alibabacloud.systemDiskCategory

Defines the category of the system disk. Examples: cloud_efficiency,cloud_essd

String.

compute.platform.alibabacloud.systemDisksize

Defines the size of the system disk in gibibytes (GiB).

Integer.

compute.platform.alibabacloud.zones

The list of availability zones that can be used. Examples: cn-hangzhou-h, cn-hangzhou-j

String list.

controlPlane.platform.alibabacloud.imageID

The imageID used to create the ECS instance. ImageID must belong to the same region as the cluster.

String.

controlPlane.platform.alibabacloud.instanceType

InstanceType defines the ECS instance type. Example: ecs.g6.xlarge

String.

controlPlane.platform.alibabacloud.systemDiskCategory

Defines the category of the system disk. Examples: cloud_efficiency,cloud_essd

String.

controlPlane.platform.alibabacloud.systemDisksize

Defines the size of the system disk in gibibytes (GiB).

Integer.

controlPlane.platform.alibabacloud.zones

The list of availability zones that can be used. Examples: cn-hangzhou-h, cn-hangzhou-j

String list.

platform.alibabacloud.region

Required.The Alibaba Cloud region where the cluster will be created.

String.

platform.alibabacloud.resourceGroupID

The ID of an already existing resource group where the cluster will be installed. If empty, the installer will create a new resource group for the cluster.

String.

platform.alibabacloud.tags

Additional keys and values to apply to all Alibaba Cloud resources created for the cluster.

Object.

platform.alibabacloud.vpcID

The ID of an already existing VPC where the cluster should be installed. If empty, the installer will create a new VPC for the cluster.

String.

platform.alibabacloud.vswitchIDs

The ID list of already existing VSwitches where cluster resources will be created. The existing VSwitches can only be used when also using existing VPC. If empty, the installer will create new VSwitches for the cluster.

String list.

platform.alibabacloud.defaultMachinePlatform.imageID

For both compute machines and control plane machines, the image ID that should be used to create ECS instance. If set, the image ID should belong to the same region as the cluster.

String.

platform.alibabacloud.defaultMachinePlatform.instanceType

For both compute machines and control plane machines, the ECS instance type used to create the ECS instance. Example: ecs.g6.xlarge

String.

platform.alibabacloud.defaultMachinePlatform.systemDiskCategory

For both compute machines and control plane machines, the category of the system disk. Examples: cloud_efficiency, cloud_essd.

String, for example "", cloud_efficiency, cloud_essd.

platform.alibabacloud.defaultMachinePlatform.systemDiskSize

For both compute machines and control plane machines, the size of the system disk in gibibytes (GiB). The minimum is 120.

Integer.

platform.alibabacloud.defaultMachinePlatform.zones

For both compute machines and control plane machines, the list of availability zones that can be used. Examples: cn-hangzhou-h, cn-hangzhou-j

String list.

platform.alibabacloud.privateZoneID

The ID of an existing private zone into which to add DNS records for the cluster’s internal API. An existing private zone can only be used when also using existing VPC. The private zone must be associated with the VPC containing the subnets. Leave the private zone unset to have the installer create the private zone on your behalf.

String.

4.6.5.3. Sample customized install-config.yaml file for Alibaba Cloud

You can customize the installation configuration file (install-config.yaml) to specify more details about your cluster’s platform or modify the values of the required parameters.

apiVersion: v1
baseDomain: alicloud-dev.devcluster.openshift.com
credentialsMode: Manual
compute:
- architecture: amd64
  hyperthreading: Enabled
  name: worker
  platform: {}
  replicas: 3
controlPlane:
  architecture: amd64
  hyperthreading: Enabled
  name: master
  platform: {}
  replicas: 3
metadata:
  creationTimestamp: null
  name: test-cluster 1
 networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN 2
  serviceNetwork:
  - 172.30.0.0/16
platform:
  alibabacloud:
    defaultMachinePlatform: 3
      instanceType: ecs.g6.xlarge
      systemDiskCategory: cloud_efficiency
      systemDiskSize: 200
    region: ap-southeast-1 4
    resourceGroupID: rg-acfnw6j3hyai 5
    vpcID: vpc-0xifdjerdibmaqvtjob2b
    vswitchIDs: 6
    - vsw-0xi8ycgwc8wv5rhviwdq5
    - vsw-0xiy6v3z2tedv009b4pz2
publish: External
pullSecret: '{"auths": {"cloud.openshift.com": {"auth": ... }' 7
sshKey: |
  ssh-rsa AAAA... 8
1
Required. The installation program prompts you for a cluster name.
2
The cluster network plugin to install. The supported values are OVNKubernetes and OpenShiftSDN. The default value is OVNKubernetes.
3
Optional. Specify parameters for machine pools that do not define their own platform configuration.
4
Required. The installation program prompts you for the region to deploy the cluster to.
5
Optional. Specify an existing resource group where the cluster should be installed.
7
Required. The installation program prompts you for the pull secret.
8
Optional. The installation program prompts you for the SSH key value that you use to access the machines in your cluster.
6
Optional. These are example vswitchID values.
4.6.5.4. Generating the required installation manifests

You must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.

Procedure

  1. Generate the manifests by running the following command from the directory that contains the installation program:

    $ openshift-install create manifests --dir <installation_directory>

    where:

    <installation_directory>
    Specifies the directory in which the installation program creates files.
4.6.5.5. Configuring the Cloud Credential Operator utility

To create and manage cloud credentials from outside of the cluster when the Cloud Credential Operator (CCO) is operating in manual mode, extract and prepare the CCO utility (ccoctl) binary.

Note

The ccoctl utility is a Linux binary that must run in a Linux environment.

Prerequisites

  • You have access to an OpenShift Container Platform account with cluster administrator access.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. Obtain the OpenShift Container Platform release image:

    $ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')
  2. Get the CCO container image from the OpenShift Container Platform release image:

    $ CCO_IMAGE=$(oc adm release info --image-for='cloud-credential-operator' $RELEASE_IMAGE)
    Note

    Ensure that the architecture of the $RELEASE_IMAGE matches the architecture of the environment in which you will use the ccoctl tool.

  3. Extract the ccoctl binary from the CCO container image within the OpenShift Container Platform release image:

    $ oc image extract $CCO_IMAGE --file="/usr/bin/ccoctl" -a ~/.pull-secret
  4. Change the permissions to make ccoctl executable:

    $ chmod 775 ccoctl

Verification

  • To verify that ccoctl is ready to use, display the help file:

    $ ccoctl --help

    Output of ccoctl --help

    OpenShift credentials provisioning tool
    
    Usage:
      ccoctl [command]
    
    Available Commands:
      alibabacloud Manage credentials objects for alibaba cloud
      aws          Manage credentials objects for AWS cloud
      gcp          Manage credentials objects for Google cloud
      help         Help about any command
      ibmcloud     Manage credentials objects for IBM Cloud
    
    Flags:
      -h, --help   help for ccoctl
    
    Use "ccoctl [command] --help" for more information about a command.

4.6.5.6. Creating credentials for OpenShift Container Platform components with the ccoctl tool

You can use the OpenShift Container Platform Cloud Credential Operator (CCO) utility to automate the creation of Alibaba Cloud RAM users and policies for each in-cluster component.

Note

By default, ccoctl creates objects in the directory in which the commands are run. To create the objects in a different directory, use the --output-dir flag. This procedure uses <path_to_ccoctl_output_dir> to refer to this directory.

Prerequisites

You must have:

  • Extracted and prepared the ccoctl binary.
  • Created a RAM user with sufficient permission to create the OpenShift Container Platform cluster.
  • Added the AccessKeyID (access_key_id) and AccessKeySecret (access_key_secret) of that RAM user into the ~/.alibabacloud/credentials file on your local computer.

Procedure

  1. Set the $RELEASE_IMAGE variable by running the following command:

    $ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')
  2. Extract the list of CredentialsRequest objects from the OpenShift Container Platform release image by running the following command:

    $ oc adm release extract \
    --credentials-requests \
    --cloud=alibabacloud \
    --to=<path_to_directory_with_list_of_credentials_requests>/credrequests \ 1
    $RELEASE_IMAGE
    1
    credrequests is the directory where the list of CredentialsRequest objects is stored. This command creates the directory if it does not exist.
    Note

    This command can take a few moments to run.

  3. If your cluster uses cluster capabilities to disable one or more optional components, delete the CredentialsRequest custom resources for any disabled components.

    Example credrequests directory contents for OpenShift Container Platform 4.12 on Alibaba Cloud

    0000_30_machine-api-operator_00_credentials-request.yaml 1
    0000_50_cluster-image-registry-operator_01-registry-credentials-request-alibaba.yaml 2
    0000_50_cluster-ingress-operator_00-ingress-credentials-request.yaml 3
    0000_50_cluster-storage-operator_03_credentials_request_alibaba.yaml 4

    1
    The Machine API Operator CR is required.
    2
    The Image Registry Operator CR is required.
    3
    The Ingress Operator CR is required.
    4
    The Storage Operator CR is an optional component and might be disabled in your cluster.
  4. Use the ccoctl tool to process all CredentialsRequest objects in the credrequests directory:

    1. Run the following command to use the tool:

      $ ccoctl alibabacloud create-ram-users \
      --name <name> \
      --region=<alibaba_region> \
      --credentials-requests-dir=<path_to_directory_with_list_of_credentials_requests>/credrequests \
      --output-dir=<path_to_ccoctl_output_dir>

      where:

      • <name> is the name used to tag any cloud resources that are created for tracking.
      • <alibaba_region> is the Alibaba Cloud region in which cloud resources will be created.
      • <path_to_directory_with_list_of_credentials_requests>/credrequests is the directory containing the files for the component CredentialsRequest objects.
      • <path_to_ccoctl_output_dir> is the directory where the generated component credentials secrets will be placed.
      Note

      If your cluster uses Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set, you must include the --enable-tech-preview parameter.

      Example output

      2022/02/11 16:18:26 Created RAM User: user1-alicloud-openshift-machine-api-alibabacloud-credentials
      2022/02/11 16:18:27 Ready for creating new ram policy user1-alicloud-openshift-machine-api-alibabacloud-credentials-policy-policy
      2022/02/11 16:18:27 RAM policy user1-alicloud-openshift-machine-api-alibabacloud-credentials-policy-policy has created
      2022/02/11 16:18:28 Policy user1-alicloud-openshift-machine-api-alibabacloud-credentials-policy-policy has attached on user user1-alicloud-openshift-machine-api-alibabacloud-credentials
      2022/02/11 16:18:29 Created access keys for RAM User: user1-alicloud-openshift-machine-api-alibabacloud-credentials
      2022/02/11 16:18:29 Saved credentials configuration to: user1-alicloud/manifests/openshift-machine-api-alibabacloud-credentials-credentials.yaml
      ...

      Note

      A RAM user can have up to two AccessKeys at the same time. If you run ccoctl alibabacloud create-ram-users more than twice, the previous generated manifests secret becomes stale and you must reapply the newly generated secrets.

    2. Verify that the OpenShift Container Platform secrets are created:

      $ ls <path_to_ccoctl_output_dir>/manifests

      Example output:

      openshift-cluster-csi-drivers-alibaba-disk-credentials-credentials.yaml
      openshift-image-registry-installer-cloud-credentials-credentials.yaml
      openshift-ingress-operator-cloud-credentials-credentials.yaml
      openshift-machine-api-alibabacloud-credentials-credentials.yaml

      You can verify that the RAM users and policies are created by querying Alibaba Cloud. For more information, refer to Alibaba Cloud documentation on listing RAM users and policies.

  5. Copy the generated credential files to the target manifests directory:

    $ cp ./<path_to_ccoctl_output_dir>/manifests/*credentials.yaml ./<path_to_installation>dir>/manifests/

    where:

    <path_to_ccoctl_output_dir>
    Specifies the directory created by the ccoctl alibabacloud create-ram-users command.
    <path_to_installation_dir>
    Specifies the directory in which the installation program creates files.

4.6.6. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

4.6.7. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

4.6.8. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

4.6.9. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

4.6.10. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

4.6.11. Next steps

4.7. Uninstalling a cluster on Alibaba Cloud

You can remove a cluster that you deployed to Alibaba Cloud.

4.7.1. Removing a cluster that uses installer-provisioned infrastructure

You can remove a cluster that uses installer-provisioned infrastructure from your cloud.

Note

After uninstallation, check your cloud provider for any resources not removed properly, especially with User Provisioned Infrastructure (UPI) clusters. There might be resources that the installer did not create or that the installer is unable to access.

Prerequisites

  • Have a copy of the installation program that you used to deploy the cluster.
  • Have the files that the installation program generated when you created your cluster.

Procedure

  1. From the directory that contains the installation program on the computer that you used to install the cluster, run the following command:

    $ ./openshift-install destroy cluster \
    --dir <installation_directory> --log-level info 1 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different details, specify warn, debug, or error instead of info.
    Note

    You must specify the directory that contains the cluster definition files for your cluster. The installation program requires the metadata.json file in this directory to delete the cluster.

  1. Optional: Delete the <installation_directory> directory and the OpenShift Container Platform installation program.

Chapter 5. Installing on AWS

5.1. Preparing to install on AWS

5.1.1. Prerequisites

5.1.2. Requirements for installing OpenShift Container Platform on AWS

Before installing OpenShift Container Platform on Amazon Web Services (AWS), you must create an AWS account. See Configuring an AWS account for details about configuring an account, account limits, account permissions, IAM user setup, and supported AWS regions.

If the cloud identity and access management (IAM) APIs are not accessible in your environment, or if you do not want to store an administrator-level credential secret in the kube-system namespace, see Manually creating IAM for AWS for other options, including configuring the Cloud Credential Operator (CCO) to use the Amazon Web Services Security Token Service (AWS STS).

5.1.3. Choosing a method to install OpenShift Container Platform on AWS

You can install OpenShift Container Platform on installer-provisioned or user-provisioned infrastructure. The default installation type uses installer-provisioned infrastructure, where the installation program provisions the underlying infrastructure for the cluster. You can also install OpenShift Container Platform on infrastructure that you provision. If you do not use infrastructure that the installation program provisions, you must manage and maintain the cluster resources yourself.

See Installation process for more information about installer-provisioned and user-provisioned installation processes.

5.1.3.1. Installing a cluster on installer-provisioned infrastructure

You can install a cluster on AWS infrastructure that is provisioned by the OpenShift Container Platform installation program, by using one of the following methods:

  • Installing a cluster quickly on AWS: You can install OpenShift Container Platform on AWS infrastructure that is provisioned by the OpenShift Container Platform installation program. You can install a cluster quickly by using the default configuration options.
  • Installing a customized cluster on AWS: You can install a customized cluster on AWS infrastructure that the installation program provisions. The installation program allows for some customization to be applied at the installation stage. Many other customization options are available post-installation.
  • Installing a cluster on AWS with network customizations: You can customize your OpenShift Container Platform network configuration during installation, so that your cluster can coexist with your existing IP address allocations and adhere to your network requirements.
  • Installing a cluster on AWS in a restricted network: You can install OpenShift Container Platform on AWS on installer-provisioned infrastructure by using an internal mirror of the installation release content. You can use this method to install a cluster that does not require an active internet connection to obtain the software components.
  • Installing a cluster on an existing Virtual Private Cloud: You can install OpenShift Container Platform on an existing AWS Virtual Private Cloud (VPC). You can use this installation method if you have constraints set by the guidelines of your company, such as limits when creating new accounts or infrastructure.
  • Installing a private cluster on an existing VPC: You can install a private cluster on an existing AWS VPC. You can use this method to deploy OpenShift Container Platform on an internal network that is not visible to the internet.
  • Installing a cluster on AWS into a government or secret region: OpenShift Container Platform can be deployed into AWS regions that are specifically designed for US government agencies at the federal, state, and local level, as well as contractors, educational institutions, and other US customers that must run sensitive workloads in the cloud.
5.1.3.2. Installing a cluster on user-provisioned infrastructure

You can install a cluster on AWS infrastructure that you provision, by using one of the following methods:

  • Installing a cluster on AWS infrastructure that you provide: You can install OpenShift Container Platform on AWS infrastructure that you provide. You can use the provided CloudFormation templates to create stacks of AWS resources that represent each of the components required for an OpenShift Container Platform installation.
  • Installing a cluster on AWS in a restricted network with user-provisioned infrastructure: You can install OpenShift Container Platform on AWS infrastructure that you provide by using an internal mirror of the installation release content. You can use this method to install a cluster that does not require an active internet connection to obtain the software components. You can also use this installation method to ensure that your clusters only use container images that satisfy your organizational controls on external content. While you can install OpenShift Container Platform by using the mirrored content, your cluster still requires internet access to use the AWS APIs.

5.1.4. Next steps

5.2. Configuring an AWS account

Before you can install OpenShift Container Platform, you must configure an Amazon Web Services (AWS) account.

5.2.1. Configuring Route 53

To install OpenShift Container Platform, the Amazon Web Services (AWS) account you use must have a dedicated public hosted zone in your Route 53 service. This zone must be authoritative for the domain. The Route 53 service provides cluster DNS resolution and name lookup for external connections to the cluster.

Procedure

  1. Identify your domain, or subdomain, and registrar. You can transfer an existing domain and registrar or obtain a new one through AWS or another source.

    Note

    If you purchase a new domain through AWS, it takes time for the relevant DNS changes to propagate. For more information about purchasing domains through AWS, see Registering Domain Names Using Amazon Route 53 in the AWS documentation.

  2. If you are using an existing domain and registrar, migrate its DNS to AWS. See Making Amazon Route 53 the DNS Service for an Existing Domain in the AWS documentation.
  3. Create a public hosted zone for your domain or subdomain. See Creating a Public Hosted Zone in the AWS documentation.

    Use an appropriate root domain, such as openshiftcorp.com, or subdomain, such as clusters.openshiftcorp.com.

  4. Extract the new authoritative name servers from the hosted zone records. See Getting the Name Servers for a Public Hosted Zone in the AWS documentation.
  5. Update the registrar records for the AWS Route 53 name servers that your domain uses. For example, if you registered your domain to a Route 53 service in a different accounts, see the following topic in the AWS documentation: Adding or Changing Name Servers or Glue Records.
  6. If you are using a subdomain, add its delegation records to the parent domain. This gives Amazon Route 53 responsibility for the subdomain. Follow the delegation procedure outlined by the DNS provider of the parent domain. See Creating a subdomain that uses Amazon Route 53 as the DNS service without migrating the parent domain in the AWS documentation for an example high level procedure.
5.2.1.1. Ingress Operator endpoint configuration for AWS Route 53

If you install in either Amazon Web Services (AWS) GovCloud (US) US-West or US-East region, the Ingress Operator uses us-gov-west-1 region for Route53 and tagging API clients.

The Ingress Operator uses https://tagging.us-gov-west-1.amazonaws.com as the tagging API endpoint if a tagging custom endpoint is configured that includes the string 'us-gov-east-1'.

For more information on AWS GovCloud (US) endpoints, see the Service Endpoints in the AWS documentation about GovCloud (US).

Important

Private, disconnected installations are not supported for AWS GovCloud when you install in the us-gov-east-1 region.

Example Route 53 configuration

platform:
  aws:
    region: us-gov-west-1
    serviceEndpoints:
    - name: ec2
      url: https://ec2.us-gov-west-1.amazonaws.com
    - name: elasticloadbalancing
      url: https://elasticloadbalancing.us-gov-west-1.amazonaws.com
    - name: route53
      url: https://route53.us-gov.amazonaws.com 1
    - name: tagging
      url: https://tagging.us-gov-west-1.amazonaws.com 2

1
Route 53 defaults to https://route53.us-gov.amazonaws.com for both AWS GovCloud (US) regions.
2
Only the US-West region has endpoints for tagging. Omit this parameter if your cluster is in another region.

5.2.2. AWS account limits

The OpenShift Container Platform cluster uses a number of Amazon Web Services (AWS) components, and the default Service Limits affect your ability to install OpenShift Container Platform clusters. If you use certain cluster configurations, deploy your cluster in certain AWS regions, or run multiple clusters from your account, you might need to request additional resources for your AWS account.

The following table summarizes the AWS components whose limits can impact your ability to install and run OpenShift Container Platform clusters.

ComponentNumber of clusters available by defaultDefault AWS limitDescription

Instance Limits

Varies

Varies

By default, each cluster creates the following instances:

  • One bootstrap machine, which is removed after installation
  • Three control plane nodes
  • Three worker nodes

These instance type counts are within a new account’s default limit. To deploy more worker nodes, enable autoscaling, deploy large workloads, or use a different instance type, review your account limits to ensure that your cluster can deploy the machines that you need.

In most regions, the worker machines use an m6i.large instance and the bootstrap and control plane machines use m6i.xlarge instances. In some regions, including all regions that do not support these instance types, m5.large and m5.xlarge instances are used instead.

Elastic IPs (EIPs)

0 to 1

5 EIPs per account

To provision the cluster in a highly available configuration, the installation program creates a public and private subnet for each availability zone within a region. Each private subnet requires a NAT Gateway, and each NAT gateway requires a separate elastic IP. Review the AWS region map to determine how many availability zones are in each region. To take advantage of the default high availability, install the cluster in a region with at least three availability zones. To install a cluster in a region with more than five availability zones, you must increase the EIP limit.

Important

To use the us-east-1 region, you must increase the EIP limit for your account.

Virtual Private Clouds (VPCs)

5

5 VPCs per region

Each cluster creates its own VPC.

Elastic Load Balancing (ELB/NLB)

3

20 per region

By default, each cluster creates internal and external network load balancers for the master API server and a single Classic Load Balancer for the router. Deploying more Kubernetes Service objects with type LoadBalancer will create additional load balancers.

NAT Gateways

5

5 per availability zone

The cluster deploys one NAT gateway in each availability zone.

Elastic Network Interfaces (ENIs)

At least 12

350 per region

The default installation creates 21 ENIs and an ENI for each availability zone in your region. For example, the us-east-1 region contains six availability zones, so a cluster that is deployed in that zone uses 27 ENIs. Review the AWS region map to determine how many availability zones are in each region.

Additional ENIs are created for additional machines and ELB load balancers that are created by cluster usage and deployed workloads.

VPC Gateway

20

20 per account

Each cluster creates a single VPC Gateway for S3 access.

S3 buckets

99

100 buckets per account

Because the installation process creates a temporary bucket and the registry component in each cluster creates a bucket, you can create only 99 OpenShift Container Platform clusters per AWS account.

Security Groups

250

2,500 per account

Each cluster creates 10 distinct security groups.

5.2.3. Required AWS permissions for the IAM user

Note

Your IAM user must have the permission tag:GetResources in the region us-east-1 to delete the base cluster resources. As part of the AWS API requirement, the OpenShift Container Platform installation program performs various actions in this region.

When you attach the AdministratorAccess policy to the IAM user that you create in Amazon Web Services (AWS), you grant that user all of the required permissions. To deploy all components of an OpenShift Container Platform cluster, the IAM user requires the following permissions:

Example 5.1. Required EC2 permissions for installation

  • ec2:AuthorizeSecurityGroupEgress
  • ec2:AuthorizeSecurityGroupIngress
  • ec2:CopyImage
  • ec2:CreateNetworkInterface
  • ec2:AttachNetworkInterface
  • ec2:CreateSecurityGroup
  • ec2:CreateTags
  • ec2:CreateVolume
  • ec2:DeleteSecurityGroup
  • ec2:DeleteSnapshot
  • ec2:DeleteTags
  • ec2:DeregisterImage
  • ec2:DescribeAccountAttributes
  • ec2:DescribeAddresses
  • ec2:DescribeAvailabilityZones
  • ec2:DescribeDhcpOptions
  • ec2:DescribeImages
  • ec2:DescribeInstanceAttribute
  • ec2:DescribeInstanceCreditSpecifications
  • ec2:DescribeInstances
  • ec2:DescribeInstanceTypes
  • ec2:DescribeInternetGateways
  • ec2:DescribeKeyPairs
  • ec2:DescribeNatGateways
  • ec2:DescribeNetworkAcls
  • ec2:DescribeNetworkInterfaces
  • ec2:DescribePrefixLists
  • ec2:DescribeRegions
  • ec2:DescribeRouteTables
  • ec2:DescribeSecurityGroups
  • ec2:DescribeSubnets
  • ec2:DescribeTags
  • ec2:DescribeVolumes
  • ec2:DescribeVpcAttribute
  • ec2:DescribeVpcClassicLink
  • ec2:DescribeVpcClassicLinkDnsSupport
  • ec2:DescribeVpcEndpoints
  • ec2:DescribeVpcs
  • ec2:GetEbsDefaultKmsKeyId
  • ec2:ModifyInstanceAttribute
  • ec2:ModifyNetworkInterfaceAttribute
  • ec2:RevokeSecurityGroupEgress
  • ec2:RevokeSecurityGroupIngress
  • ec2:RunInstances
  • ec2:TerminateInstances

Example 5.2. Required permissions for creating network resources during installation

  • ec2:AllocateAddress
  • ec2:AssociateAddress
  • ec2:AssociateDhcpOptions
  • ec2:AssociateRouteTable
  • ec2:AttachInternetGateway
  • ec2:CreateDhcpOptions
  • ec2:CreateInternetGateway
  • ec2:CreateNatGateway
  • ec2:CreateRoute
  • ec2:CreateRouteTable
  • ec2:CreateSubnet
  • ec2:CreateVpc
  • ec2:CreateVpcEndpoint
  • ec2:ModifySubnetAttribute
  • ec2:ModifyVpcAttribute
Note

If you use an existing VPC, your account does not require these permissions for creating network resources.

Example 5.3. Required Elastic Load Balancing permissions (ELB) for installation

  • elasticloadbalancing:AddTags
  • elasticloadbalancing:ApplySecurityGroupsToLoadBalancer
  • elasticloadbalancing:AttachLoadBalancerToSubnets
  • elasticloadbalancing:ConfigureHealthCheck
  • elasticloadbalancing:CreateLoadBalancer
  • elasticloadbalancing:CreateLoadBalancerListeners
  • elasticloadbalancing:DeleteLoadBalancer
  • elasticloadbalancing:DeregisterInstancesFromLoadBalancer
  • elasticloadbalancing:DescribeInstanceHealth
  • elasticloadbalancing:DescribeLoadBalancerAttributes
  • elasticloadbalancing:DescribeLoadBalancers
  • elasticloadbalancing:DescribeTags
  • elasticloadbalancing:ModifyLoadBalancerAttributes
  • elasticloadbalancing:RegisterInstancesWithLoadBalancer
  • elasticloadbalancing:SetLoadBalancerPoliciesOfListener

Example 5.4. Required Elastic Load Balancing permissions (ELBv2) for installation

  • elasticloadbalancing:AddTags
  • elasticloadbalancing:CreateListener
  • elasticloadbalancing:CreateLoadBalancer
  • elasticloadbalancing:CreateTargetGroup
  • elasticloadbalancing:DeleteLoadBalancer
  • elasticloadbalancing:DeregisterTargets
  • elasticloadbalancing:DescribeListeners
  • elasticloadbalancing:DescribeLoadBalancerAttributes
  • elasticloadbalancing:DescribeLoadBalancers
  • elasticloadbalancing:DescribeTargetGroupAttributes
  • elasticloadbalancing:DescribeTargetHealth
  • elasticloadbalancing:ModifyLoadBalancerAttributes
  • elasticloadbalancing:ModifyTargetGroup
  • elasticloadbalancing:ModifyTargetGroupAttributes
  • elasticloadbalancing:RegisterTargets

Example 5.5. Required IAM permissions for installation

  • iam:AddRoleToInstanceProfile
  • iam:CreateInstanceProfile
  • iam:CreateRole
  • iam:DeleteInstanceProfile
  • iam:DeleteRole
  • iam:DeleteRolePolicy
  • iam:GetInstanceProfile
  • iam:GetRole
  • iam:GetRolePolicy
  • iam:GetUser
  • iam:ListInstanceProfilesForRole
  • iam:ListRoles
  • iam:ListUsers
  • iam:PassRole
  • iam:PutRolePolicy
  • iam:RemoveRoleFromInstanceProfile
  • iam:SimulatePrincipalPolicy
  • iam:TagRole
Note

If you have not created an elastic load balancer (ELB) in your AWS account, the IAM user also requires the iam:CreateServiceLinkedRole permission.

Example 5.6. Required Route 53 permissions for installation

  • route53:ChangeResourceRecordSets
  • route53:ChangeTagsForResource
  • route53:CreateHostedZone
  • route53:DeleteHostedZone
  • route53:GetChange
  • route53:GetHostedZone
  • route53:ListHostedZones
  • route53:ListHostedZonesByName
  • route53:ListResourceRecordSets
  • route53:ListTagsForResource
  • route53:UpdateHostedZoneComment

Example 5.7. Required S3 permissions for installation

  • s3:CreateBucket
  • s3:DeleteBucket
  • s3:GetAccelerateConfiguration
  • s3:GetBucketAcl
  • s3:GetBucketCors
  • s3:GetBucketLocation
  • s3:GetBucketLogging
  • s3:GetBucketObjectLockConfiguration
  • s3:GetBucketReplication
  • s3:GetBucketRequestPayment
  • s3:GetBucketTagging
  • s3:GetBucketVersioning
  • s3:GetBucketWebsite
  • s3:GetEncryptionConfiguration
  • s3:GetLifecycleConfiguration
  • s3:GetReplicationConfiguration
  • s3:ListBucket
  • s3:PutBucketAcl
  • s3:PutBucketTagging
  • s3:PutEncryptionConfiguration

Example 5.8. S3 permissions that cluster Operators require

  • s3:DeleteObject
  • s3:GetObject
  • s3:GetObjectAcl
  • s3:GetObjectTagging
  • s3:GetObjectVersion
  • s3:PutObject
  • s3:PutObjectAcl
  • s3:PutObjectTagging

Example 5.9. Required permissions to delete base cluster resources

  • autoscaling:DescribeAutoScalingGroups
  • ec2:DeleteNetworkInterface
  • ec2:DeleteVolume
  • elasticloadbalancing:DeleteTargetGroup
  • elasticloadbalancing:DescribeTargetGroups
  • iam:DeleteAccessKey
  • iam:DeleteUser
  • iam:ListAttachedRolePolicies
  • iam:ListInstanceProfiles
  • iam:ListRolePolicies
  • iam:ListUserPolicies
  • s3:DeleteObject
  • s3:ListBucketVersions
  • tag:GetResources

Example 5.10. Required permissions to delete network resources

  • ec2:DeleteDhcpOptions
  • ec2:DeleteInternetGateway
  • ec2:DeleteNatGateway
  • ec2:DeleteRoute
  • ec2:DeleteRouteTable
  • ec2:DeleteSubnet
  • ec2:DeleteVpc
  • ec2:DeleteVpcEndpoints
  • ec2:DetachInternetGateway
  • ec2:DisassociateRouteTable
  • ec2:ReleaseAddress
  • ec2:ReplaceRouteTableAssociation
Note

If you use an existing VPC, your account does not require these permissions to delete network resources. Instead, your account only requires the tag:UntagResources permission to delete network resources.

Example 5.11. Required permissions to delete a cluster with shared instance roles

  • iam:UntagRole

Example 5.12. Additional IAM and S3 permissions that are required to create manifests

  • iam:DeleteAccessKey
  • iam:DeleteUser
  • iam:DeleteUserPolicy
  • iam:GetUserPolicy
  • iam:ListAccessKeys
  • iam:PutUserPolicy
  • iam:TagUser
  • s3:PutBucketPublicAccessBlock
  • s3:GetBucketPublicAccessBlock
  • s3:PutLifecycleConfiguration
  • s3:HeadBucket
  • s3:ListBucketMultipartUploads
  • s3:AbortMultipartUpload
Note

If you are managing your cloud provider credentials with mint mode, the IAM user also requires the iam:CreateAccessKey and iam:CreateUser permissions.

Example 5.13. Optional permissions for instance and quota checks for installation

  • ec2:DescribeInstanceTypeOfferings
  • servicequotas:ListAWSDefaultServiceQuotas

5.2.4. Creating an IAM user

Each Amazon Web Services (AWS) account contains a root user account that is based on the email address you used to create the account. This is a highly-privileged account, and it is recommended to use it for only initial account and billing configuration, creating an initial set of users, and securing the account.

Before you install OpenShift Container Platform, create a secondary IAM administrative user. As you complete the Creating an IAM User in Your AWS Account procedure in the AWS documentation, set the following options:

Procedure

  1. Specify the IAM user name and select Programmatic access.
  2. Attach the AdministratorAccess policy to ensure that the account has sufficient permission to create the cluster. This policy provides the cluster with the ability to grant credentials to each OpenShift Container Platform component. The cluster grants the components only the credentials that they require.

    Note

    While it is possible to create a policy that grants the all of the required AWS permissions and attach it to the user, this is not the preferred option. The cluster will not have the ability to grant additional credentials to individual components, so the same credentials are used by all components.

  3. Optional: Add metadata to the user by attaching tags.
  4. Confirm that the user name that you specified is granted the AdministratorAccess policy.
  5. Record the access key ID and secret access key values. You must use these values when you configure your local machine to run the installation program.

    Important

    You cannot use a temporary session token that you generated while using a multi-factor authentication device to authenticate to AWS when you deploy a cluster. The cluster continues to use your current AWS credentials to create AWS resources for the entire life of the cluster, so you must use key-based, long-lived credentials.

Additional resources

  • See Manually creating IAM for AWS for steps to set the Cloud Credential Operator (CCO) to manual mode prior to installation. Use this mode in environments where the cloud identity and access management (IAM) APIs are not reachable, or if you prefer not to store an administrator-level credential secret in the cluster kube-system project.

5.2.5. IAM Policies and AWS authentication

By default, the installation program creates instance profiles for the bootstrap, control plane, and compute instances with the necessary permissions for the cluster to operate.

However, you can create your own IAM roles and specify them as part of the installation process. You might need to specify your own roles to deploy the cluster or to manage the cluster after installation. For example:

  • Your organization’s security policies require that you use a more restrictive set of permissions to install the cluster.
  • After the installation, the cluster is configured with an Operator that requires access to additional services.

If you choose to specify your own IAM roles, you can take the following steps:

  • Begin with the default policies and adapt as required. For more information, see "Default permissions for IAM instance profiles".
  • Use the AWS Identity and Access Management Access Analyzer (IAM Access Analyzer) to create a policy template that is based on the cluster’s activity. For more information see, "Using AWS IAM Analyzer to create policy templates".
5.2.5.1. Default permissions for IAM instance profiles

By default, the installation program creates IAM instance profiles for the bootstrap, control plane and worker instances with the necessary permissions for the cluster to operate.

The following lists specify the default permissions for control plane and compute machines:

Example 5.14. Default IAM role permissions for control plane instance profiles

  • ec2:AttachVolume
  • ec2:AuthorizeSecurityGroupIngress
  • ec2:CreateSecurityGroup
  • ec2:CreateTags
  • ec2:CreateVolume
  • ec2:DeleteSecurityGroup
  • ec2:DeleteVolume
  • ec2:Describe*
  • ec2:DetachVolume
  • ec2:ModifyInstanceAttribute
  • ec2:ModifyVolume
  • ec2:RevokeSecurityGroupIngress
  • elasticloadbalancing:AddTags
  • elasticloadbalancing:AttachLoadBalancerToSubnets
  • elasticloadbalancing:ApplySecurityGroupsToLoadBalancer
  • elasticloadbalancing:CreateListener
  • elasticloadbalancing:CreateLoadBalancer
  • elasticloadbalancing:CreateLoadBalancerPolicy
  • elasticloadbalancing:CreateLoadBalancerListeners
  • elasticloadbalancing:CreateTargetGroup
  • elasticloadbalancing:ConfigureHealthCheck
  • elasticloadbalancing:DeleteListener
  • elasticloadbalancing:DeleteLoadBalancer
  • elasticloadbalancing:DeleteLoadBalancerListeners
  • elasticloadbalancing:DeleteTargetGroup
  • elasticloadbalancing:DeregisterInstancesFromLoadBalancer
  • elasticloadbalancing:DeregisterTargets
  • elasticloadbalancing:Describe*
  • elasticloadbalancing:DetachLoadBalancerFromSubnets
  • elasticloadbalancing:ModifyListener
  • elasticloadbalancing:ModifyLoadBalancerAttributes
  • elasticloadbalancing:ModifyTargetGroup
  • elasticloadbalancing:ModifyTargetGroupAttributes
  • elasticloadbalancing:RegisterInstancesWithLoadBalancer
  • elasticloadbalancing:RegisterTargets
  • elasticloadbalancing:SetLoadBalancerPoliciesForBackendServer
  • elasticloadbalancing:SetLoadBalancerPoliciesOfListener
  • kms:DescribeKey

Example 5.15. Default IAM role permissions for compute instance profiles

  • ec2:DescribeInstances
  • ec2:DescribeRegions
5.2.5.2. Specifying an existing IAM role

Instead of allowing the installation program to create IAM instance profiles with the default permissions, you can use the install-config.yaml file to specify an existing IAM role for control plane and compute instances.

Prerequisites

  • You have an existing install-config.yaml file.

Procedure

  1. Update compute.platform.aws.iamRole with an existing role for the control plane machines.

    Sample install-config.yaml file with an IAM role for compute instances

    compute:
    - hyperthreading: Enabled
      name: worker
      platform:
        aws:
          iamRole: ExampleRole

  2. Update controlPlane.platform.aws.iamRole with an existing role for the compute machines.

    Sample install-config.yaml file with an IAM role for control plane instances

    controlPlane:
      hyperthreading: Enabled
      name: master
      platform:
        aws:
          iamRole: ExampleRole

  3. Save the file and reference it when installing the OpenShift Container Platform cluster.

Additional resources

5.2.5.3. Using AWS IAM Analyzer to create policy templates

The minimal set of permissions that the control plane and compute instance profiles require depends on how the cluster is configured for its daily operation.

One way to determine which permissions the cluster instances require is to use the AWS Identity and Access Management Access Analyzer (IAM Access Analyzer) to create a policy template:

  • A policy template contains the permissions the cluster has used over a specified period of time.
  • You can then use the template to create policies with fine-grained permissions.

Procedure

The overall process could be:

  1. Ensure that CloudTrail is enabled. CloudTrail records all of the actions and events in your AWS account, including the API calls that are required to create a policy template. For more information, see the AWS documentation for working with CloudTrail.
  2. Create an instance profile for control plane instances and an instance profile for compute instances. Be sure to assign each role a permissive policy, such as PowerUserAccess. For more information, see the AWS documentation for creating instance profile roles.
  3. Install the cluster in a development environment and configure it as required. Be sure to deploy all of applications the cluster will host in a production environment.
  4. Test the cluster thoroughly. Testing the cluster ensures that all of the required API calls are logged.
  5. Use the IAM Access Analyzer to create a policy template for each instance profile. For more information, see the AWS documentation for generating policies based on the CloudTrail logs.
  6. Create and add a fine-grained policy to each instance profile.
  7. Remove the permissive policy from each instance profile.
  8. Deploy a production cluster using the existing instance profiles with the new policies.
Note

You can add IAM Conditions to your policy to make it more restrictive and compliant with your organization security requirements.

5.2.6. Supported AWS Marketplace regions

Installing an OpenShift Container Platform cluster using an AWS Marketplace image is available to customers who purchase the offer in North America.

While the offer must be purchased in North America, you can deploy the cluster to any of the following supported paritions:

  • Public
  • GovCloud
Note

Deploying a OpenShift Container Platform cluster using an AWS Marketplace image is not supported for the AWS secret regions or China regions.

5.2.7. Supported AWS regions

You can deploy an OpenShift Container Platform cluster to the following regions.

Note

Your IAM user must have the permission tag:GetResources in the region us-east-1 to delete the base cluster resources. As part of the AWS API requirement, the OpenShift Container Platform installation program performs various actions in this region.

5.2.7.1. AWS public regions

The following AWS public regions are supported:

  • af-south-1 (Cape Town)
  • ap-east-1 (Hong Kong)
  • ap-northeast-1 (Tokyo)
  • ap-northeast-2 (Seoul)
  • ap-northeast-3 (Osaka)
  • ap-south-1 (Mumbai)
  • ap-southeast-1 (Singapore)
  • ap-southeast-2 (Sydney)
  • ca-central-1 (Central)
  • eu-central-1 (Frankfurt)
  • eu-north-1 (Stockholm)
  • eu-south-1 (Milan)
  • eu-west-1 (Ireland)
  • eu-west-2 (London)
  • eu-west-3 (Paris)
  • me-south-1 (Bahrain)
  • sa-east-1 (São Paulo)
  • us-east-1 (N. Virginia)
  • us-east-2 (Ohio)
  • us-west-1 (N. California)
  • us-west-2 (Oregon)
5.2.7.2. AWS GovCloud regions

The following AWS GovCloud regions are supported:

  • us-gov-west-1
  • us-gov-east-1
5.2.7.3. AWS C2S Secret region

The us-iso-east-1 region is supported.

5.2.7.4. AWS China regions

The following AWS China regions are supported:

  • cn-north-1 (Beijing)
  • cn-northwest-1 (Ningxia)

5.2.8. Next steps

5.3. Manually creating IAM for AWS

In environments where the cloud identity and access management (IAM) APIs are not reachable, or the administrator prefers not to store an administrator-level credential secret in the cluster kube-system namespace, you can put the Cloud Credential Operator (CCO) into manual mode before you install the cluster.

5.3.1. Alternatives to storing administrator-level secrets in the kube-system project

The Cloud Credential Operator (CCO) manages cloud provider credentials as Kubernetes custom resource definitions (CRDs). You can configure the CCO to suit the security requirements of your organization by setting different values for the credentialsMode parameter in the install-config.yaml file.

If you prefer not to store an administrator-level credential secret in the cluster kube-system project, you can choose one of the following options when installing OpenShift Container Platform:

  • Use the Amazon Web Services Security Token Service:

    You can use the CCO utility (ccoctl) to configure the cluster to use the Amazon Web Services Security Token Service (AWS STS). When the CCO utility is used to configure the cluster for STS, it assigns IAM roles that provide short-term, limited-privilege security credentials to components.

    Note

    This credentials strategy is supported for only new OpenShift Container Platform clusters and must be configured during installation. You cannot reconfigure an existing cluster that uses a different credentials strategy to use this feature.

  • Manage cloud credentials manually:

    You can set the credentialsMode parameter for the CCO to Manual to manage cloud credentials manually. Using manual mode allows each cluster component to have only the permissions it requires, without storing an administrator-level credential in the cluster. You can also use this mode if your environment does not have connectivity to the cloud provider public IAM endpoint. However, you must manually reconcile permissions with new release images for every upgrade. You must also manually supply credentials for every component that requests them.

  • Remove the administrator-level credential secret after installing OpenShift Container Platform with mint mode:

    If you are using the CCO with the credentialsMode parameter set to Mint, you can remove or rotate the administrator-level credential after installing OpenShift Container Platform. Mint mode is the default configuration for the CCO. This option requires the presence of the administrator-level credential during an installation. The administrator-level credential is used during the installation to mint other credentials with some permissions granted. The original credential secret is not stored in the cluster permanently.

Note

Prior to a non z-stream upgrade, you must reinstate the credential secret with the administrator-level credential. If the credential is not present, the upgrade might be blocked.

Additional resources

5.3.2. Manually create IAM

The Cloud Credential Operator (CCO) can be put into manual mode prior to installation in environments where the cloud identity and access management (IAM) APIs are not reachable, or the administrator prefers not to store an administrator-level credential secret in the cluster kube-system namespace.

Procedure

  1. Change to the directory that contains the installation program and create the install-config.yaml file by running the following command:

    $ openshift-install create install-config --dir <installation_directory>

    where <installation_directory> is the directory in which the installation program creates files.

  2. Edit the install-config.yaml configuration file so that it contains the credentialsMode parameter set to Manual.

    Example install-config.yaml configuration file

    apiVersion: v1
    baseDomain: cluster1.example.com
    credentialsMode: Manual 1
    compute:
    - architecture: amd64
      hyperthreading: Enabled
    ...

    1
    This line is added to set the credentialsMode parameter to Manual.
  3. Generate the manifests by running the following command from the directory that contains the installation program:

    $ openshift-install create manifests --dir <installation_directory>

    where <installation_directory> is the directory in which the installation program creates files.

  4. From the directory that contains the installation program, obtain details of the OpenShift Container Platform release image that your openshift-install binary is built to use by running the following command:

    $ openshift-install version

    Example output

    release image quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64

  5. Locate all CredentialsRequest objects in this release image that target the cloud you are deploying on by running the following command:

    $ oc adm release extract quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64 \
      --credentials-requests \
      --cloud=aws

    This command creates a YAML file for each CredentialsRequest object.

    Sample CredentialsRequest object

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AWSProviderSpec
        statementEntries:
        - effect: Allow
          action:
          - iam:GetUser
          - iam:GetUserPolicy
          - iam:ListAccessKeys
          resource: "*"
      ...

  6. Create YAML files for secrets in the openshift-install manifests directory that you generated previously. The secrets must be stored using the namespace and secret name defined in the spec.secretRef for each CredentialsRequest object.

    Sample CredentialsRequest object with secrets

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AWSProviderSpec
        statementEntries:
        - effect: Allow
          action:
          - s3:CreateBucket
          - s3:DeleteBucket
          resource: "*"
          ...
      secretRef:
        name: <component-secret>
        namespace: <component-namespace>
      ...

    Sample Secret object

    apiVersion: v1
    kind: Secret
    metadata:
      name: <component-secret>
      namespace: <component-namespace>
    data:
      aws_access_key_id: <base64_encoded_aws_access_key_id>
      aws_secret_access_key: <base64_encoded_aws_secret_access_key>

    Important

    The release image includes CredentialsRequest objects for Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set. You can identify these objects by their use of the release.openshift.io/feature-gate: TechPreviewNoUpgrade annotation.

    • If you are not using any of these features, do not create secrets for these objects. Creating secrets for Technology Preview features that you are not using can cause the installation to fail.
    • If you are using any of these features, you must create secrets for the corresponding objects.
    • To find CredentialsRequest objects with the TechPreviewNoUpgrade annotation, run the following command:

      $ grep "release.openshift.io/feature-gate" *

      Example output

      0000_30_capi-operator_00_credentials-request.yaml:  release.openshift.io/feature-gate: TechPreviewNoUpgrade

  7. From the directory that contains the installation program, proceed with your cluster creation:

    $ openshift-install create cluster --dir <installation_directory>
    Important

    Before upgrading a cluster that uses manually maintained credentials, you must ensure that the CCO is in an upgradeable state.

5.3.3. Mint mode

Mint mode is the default Cloud Credential Operator (CCO) credentials mode for OpenShift Container Platform on platforms that support it. In this mode, the CCO uses the provided administrator-level cloud credential to run the cluster. Mint mode is supported for AWS and GCP.

In mint mode, the admin credential is stored in the kube-system namespace and then used by the CCO to process the CredentialsRequest objects in the cluster and create users for each with specific permissions.

The benefits of mint mode include:

  • Each cluster component has only the permissions it requires
  • Automatic, on-going reconciliation for cloud credentials, including additional credentials or permissions that might be required for upgrades

One drawback is that mint mode requires admin credential storage in a cluster kube-system secret.

5.3.4. Mint mode with removal or rotation of the administrator-level credential

Currently, this mode is only supported on AWS and GCP.

In this mode, a user installs OpenShift Container Platform with an administrator-level credential just like the normal mint mode. However, this process removes the administrator-level credential secret from the cluster post-installation.

The administrator can have the Cloud Credential Operator make its own request for a read-only credential that allows it to verify if all CredentialsRequest objects have their required permissions, thus the administrator-level credential is not required unless something needs to be changed. After the associated credential is removed, it can be deleted or deactivated on the underlying cloud, if desired.

Note

Prior to a non z-stream upgrade, you must reinstate the credential secret with the administrator-level credential. If the credential is not present, the upgrade might be blocked.

The administrator-level credential is not stored in the cluster permanently.

Following these steps still requires the administrator-level credential in the cluster for brief periods of time. It also requires manually re-instating the secret with administrator-level credentials for each upgrade.

5.3.5. Next steps

5.4. Installing a cluster quickly on AWS

In OpenShift Container Platform version 4.10, you can install a cluster on Amazon Web Services (AWS) that uses the default configuration options.

5.4.1. Prerequisites

5.4.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.4.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

5.4.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

5.4.5. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the directory name to store the files that the installation program creates.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Important

    Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    Provide values at the prompts:

    1. Optional: Select an SSH key to use to access your cluster machines.

      Note

      For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

    2. Select aws as the platform to target.
    3. If you do not have an Amazon Web Services (AWS) profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.

      Note

      The AWS access key ID and secret access key are stored in ~/.aws/credentials in the home directory of the current user on the installation host. You are prompted for the credentials by the installation program if the credentials for the exported profile are not present in the file. Any credentials that you provide to the installation program are stored in the file.

    4. Select the AWS region to deploy the cluster to.
    5. Select the base domain for the Route 53 service that you configured for your cluster.
    6. Enter a descriptive name for your cluster.
    7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    Note

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

Additional resources

5.4.6. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.4.7. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.4.8. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.4.9. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.4.10. Next steps

5.5. Installing a cluster on AWS with customizations

In OpenShift Container Platform version 4.10, you can install a customized cluster on infrastructure that the installation program provisions on Amazon Web Services (AWS). To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

Note

The scope of the OpenShift Container Platform installation configurations is intentionally narrow. It is designed for simplicity and ensured success. You can complete many more OpenShift Container Platform configuration tasks after an installation completes.

5.5.1. Prerequisites

5.5.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.5.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

5.5.4. Obtaining an AWS Marketplace image

If you are deploying an OpenShift Container Platform cluster using an AWS Marketplace image, you must first subscribe through AWS. Subscribing to the offer provides you with the AMI ID that the installation program uses to deploy worker nodes.

Prerequisites

  • You have an AWS account to purchase the offer. This account does not have to be the same account that is used to install the cluster.

Procedure

  1. Complete the OpenShift Container Platform subscription from the AWS Marketplace.
  2. Record the AMI ID for your specific region. As part of the installation process, you must update the install-config.yaml file with this value before deploying the cluster.

Sample install-config.yaml file with AWS Marketplace worker nodes

apiVersion: v1
baseDomain: example.com
compute:
- hyperthreading: Enabled
  name: worker
  platform:
    aws:
      amiID: ami-06c4d345f7c207239 1
      type: m5.4xlarge
  replicas: 3
metadata:
  name: test-cluster
platform:
  aws:
    region: us-east-2 2
sshKey: ssh-ed25519 AAAA...
pullSecret: '{"auths": ...}'

1
The AMI ID from your AWS Marketplace subscription.
2
Your AMI ID is associated with a specific AWS region. When creating the installation configuration file, ensure that you select the same AWS region that you specified when configuring your subscription.

5.5.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

5.5.6. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Amazon Web Services (AWS).

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select AWS as the platform to target.
      3. If you do not have an Amazon Web Services (AWS) profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.
      4. Select the AWS region to deploy the cluster to.
      5. Select the base domain for the Route 53 service that you configured for your cluster.
      6. Enter a descriptive name for your cluster.
      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

5.5.6.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

5.5.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 5.1. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
5.5.6.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 5.2. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

5.5.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 5.3. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. See Supported installation methods for different platforms in Installing documentation for information about instance availability.

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. See Supported installation methods for different platforms in Installing documentation for information about instance availability.

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
5.5.6.1.4. Optional AWS configuration parameters

Optional AWS configuration parameters are described in the following table:

Table 5.4. Optional AWS parameters
ParameterDescriptionValues

compute.platform.aws.amiID

The AWS AMI used to boot compute machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

compute.platform.aws.iamRole

A pre-existing AWS IAM role applied to the compute machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

compute.platform.aws.rootVolume.iops

The Input/Output Operations Per Second (IOPS) that is reserved for the root volume.

Integer, for example 4000.

compute.platform.aws.rootVolume.size

The size in GiB of the root volume.

Integer, for example 500.

compute.platform.aws.rootVolume.type

The type of the root volume.

Valid AWS EBS volume type, such as io1.

compute.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of worker nodes with a specific KMS key.

Valid key ID or the key ARN.

compute.platform.aws.type

The EC2 instance type for the compute machines.

Valid AWS instance type, such as m4.2xlarge. See the Supported AWS machine types table that follows.

compute.platform.aws.zones

The availability zones where the installation program creates machines for the compute machine pool. If you provide your own VPC, you must provide a subnet in that availability zone.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

compute.aws.region

The AWS region that the installation program creates compute resources in.

Any valid AWS region, such as us-east-1.

Important

When running on ARM based AWS instances, ensure that you enter a region where AWS Graviton processors are available. See Global availability map in the AWS documentation.

controlPlane.platform.aws.amiID

The AWS AMI used to boot control plane machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

controlPlane.platform.aws.iamRole

A pre-existing AWS IAM role applied to the control plane machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

controlPlane.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of control plane nodes with a specific KMS key.

Valid key ID and the key ARN.

controlPlane.platform.aws.type

The EC2 instance type for the control plane machines.

Valid AWS instance type, such as m6i.xlarge. See the Supported AWS machine types table that follows.

controlPlane.platform.aws.zones

The availability zones where the installation program creates machines for the control plane machine pool.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

controlPlane.aws.region

The AWS region that the installation program creates control plane resources in.

Valid AWS region, such as us-east-1.

platform.aws.amiID

The AWS AMI used to boot all machines for the cluster. If set, the AMI must belong to the same region as the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

platform.aws.hostedZone

An existing Route 53 private hosted zone for the cluster. You can only use a pre-existing hosted zone when also supplying your own VPC. The hosted zone must already be associated with the user-provided VPC before installation. Also, the domain of the hosted zone must be the cluster domain or a parent of the cluster domain. If undefined, the installation program creates a new hosted zone.

String, for example Z3URY6TWQ91KVV.

platform.aws.serviceEndpoints.name

The AWS service endpoint name. Custom endpoints are only required for cases where alternative AWS endpoints, like FIPS, must be used. Custom API endpoints can be specified for EC2, S3, IAM, Elastic Load Balancing, Tagging, Route 53, and STS AWS services.

Valid AWS service endpoint name.

platform.aws.serviceEndpoints.url

The AWS service endpoint URL. The URL must use the https protocol and the host must trust the certificate.

Valid AWS service endpoint URL.

platform.aws.userTags

A map of keys and values that the installation program adds as tags to all resources that it creates.

Any valid YAML map, such as key value pairs in the <key>: <value> format. For more information about AWS tags, see Tagging Your Amazon EC2 Resources in the AWS documentation.

platform.aws.subnets

If you provide the VPC instead of allowing the installation program to create the VPC for you, specify the subnet for the cluster to use. The subnet must be part of the same machineNetwork[].cidr ranges that you specify. For a standard cluster, specify a public and a private subnet for each availability zone. For a private cluster, specify a private subnet for each availability zone.

Valid subnet IDs.

5.5.6.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 5.5. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

5.5.6.3. Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.16. Machine types based on 64-bit x86 architecture

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
5.5.6.4. Tested instance types for AWS on 64-bit ARM infrastructures

The following Amazon Web Services (AWS) ARM64 instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.17. Machine types based on 64-bit ARM architecture

  • c6g.*
  • m6g.*
5.5.6.5. Sample customized install-config.yaml file for AWS

You can customize the installation configuration file (install-config.yaml) to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Mint 2
controlPlane: 3 4
  hyperthreading: Enabled 5
  name: master
  platform:
    aws:
      zones:
      - us-west-2a
      - us-west-2b
      rootVolume:
        iops: 4000
        size: 500
        type: io1 6
      type: m6i.xlarge
  replicas: 3
compute: 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    aws:
      rootVolume:
        iops: 2000
        size: 500
        type: io1 9
      type: c5.4xlarge
      zones:
      - us-west-2c
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  aws:
    region: us-west-2 11
    userTags:
      adminContact: jdoe
      costCenter: 7536
    amiID: ami-96c6f8f7 12
    serviceEndpoints: 13
      - name: ec2
        url: https://vpce-id.ec2.us-west-2.vpce.amazonaws.com
fips: false 14
sshKey: ssh-ed25519 AAAA... 15
pullSecret: '{"auths": ...}' 16
1 10 11 16
Required. The installation program prompts you for this value.
2
Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode, instead of having the CCO dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the Cloud Credential Operator entry in the Red Hat Operators reference content.
3 7
If you do not provide these parameters and values, the installation program provides the default value.
4
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
5 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as m4.2xlarge or m5.2xlarge, for your machines if you disable simultaneous multithreading.

6 9
To configure faster storage for etcd, especially for larger clusters, set the storage type as io1 and set iops to 2000.
12
The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
13
The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the https protocol and the host must trust the certificate.
14
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

15
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

5.5.6.6. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

  • You have added the ec2.<region>.amazonaws.com, elasticloadbalancing.<region>.amazonaws.com, and s3.<region>.amazonaws.com endpoints to your VPC endpoint. These endpoints are required to complete requests from the nodes to the AWS EC2 API. Because the proxy works on the container level, not the node level, you must route these requests to the AWS EC2 API through the AWS private network. Adding the public IP address of the EC2 API to your allowlist in your proxy server is not sufficient.

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.5.7. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    Note

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

5.5.8. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.5.9. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.5.10. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.5.11. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.5.12. Next steps

5.6. Installing a cluster on AWS with network customizations

In OpenShift Container Platform version 4.10, you can install a cluster on Amazon Web Services (AWS) with customized network configuration options. By customizing your network configuration, your cluster can coexist with existing IP address allocations in your environment and integrate with existing MTU and VXLAN configurations.

You must set most of the network configuration parameters during installation, and you can modify only kubeProxy configuration parameters in a running cluster.

5.6.1. Prerequisites

5.6.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.6.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

5.6.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

5.6.5. Network configuration phases

There are two phases prior to OpenShift Container Platform installation where you can customize the network configuration.

Phase 1

You can customize the following network-related fields in the install-config.yaml file before you create the manifest files:

  • networking.networkType
  • networking.clusterNetwork
  • networking.serviceNetwork
  • networking.machineNetwork

    For more information on these fields, refer to Installation configuration parameters.

    Note

    Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

    Important

    The CIDR range 172.17.0.0/16 is reserved by libVirt. You cannot use this range or any range that overlaps with this range for any networks in your cluster.

Phase 2
After creating the manifest files by running openshift-install create manifests, you can define a customized Cluster Network Operator manifest with only the fields you want to modify. You can use the manifest to specify advanced network configuration.

You cannot override the values specified in phase 1 in the install-config.yaml file during phase 2. However, you can further customize the cluster network provider during phase 2.

5.6.6. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Amazon Web Services (AWS).

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select AWS as the platform to target.
      3. If you do not have an Amazon Web Services (AWS) profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.
      4. Select the AWS region to deploy the cluster to.
      5. Select the base domain for the Route 53 service that you configured for your cluster.
      6. Enter a descriptive name for your cluster.
      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

5.6.6.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

5.6.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 5.6. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
5.6.6.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 5.7. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

5.6.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 5.8. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. See Supported installation methods for different platforms in Installing documentation for information about instance availability.

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. See Supported installation methods for different platforms in Installing documentation for information about instance availability.

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
5.6.6.1.4. Optional AWS configuration parameters

Optional AWS configuration parameters are described in the following table:

Table 5.9. Optional AWS parameters
ParameterDescriptionValues

compute.platform.aws.amiID

The AWS AMI used to boot compute machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

compute.platform.aws.iamRole

A pre-existing AWS IAM role applied to the compute machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

compute.platform.aws.rootVolume.iops

The Input/Output Operations Per Second (IOPS) that is reserved for the root volume.

Integer, for example 4000.

compute.platform.aws.rootVolume.size

The size in GiB of the root volume.

Integer, for example 500.

compute.platform.aws.rootVolume.type

The type of the root volume.

Valid AWS EBS volume type, such as io1.

compute.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of worker nodes with a specific KMS key.

Valid key ID or the key ARN.

compute.platform.aws.type

The EC2 instance type for the compute machines.

Valid AWS instance type, such as m4.2xlarge. See the Supported AWS machine types table that follows.

compute.platform.aws.zones

The availability zones where the installation program creates machines for the compute machine pool. If you provide your own VPC, you must provide a subnet in that availability zone.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

compute.aws.region

The AWS region that the installation program creates compute resources in.

Any valid AWS region, such as us-east-1.

Important

When running on ARM based AWS instances, ensure that you enter a region where AWS Graviton processors are available. See Global availability map in the AWS documentation.

controlPlane.platform.aws.amiID

The AWS AMI used to boot control plane machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

controlPlane.platform.aws.iamRole

A pre-existing AWS IAM role applied to the control plane machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

controlPlane.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of control plane nodes with a specific KMS key.

Valid key ID and the key ARN.

controlPlane.platform.aws.type

The EC2 instance type for the control plane machines.

Valid AWS instance type, such as m6i.xlarge. See the Supported AWS machine types table that follows.

controlPlane.platform.aws.zones

The availability zones where the installation program creates machines for the control plane machine pool.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

controlPlane.aws.region

The AWS region that the installation program creates control plane resources in.

Valid AWS region, such as us-east-1.

platform.aws.amiID

The AWS AMI used to boot all machines for the cluster. If set, the AMI must belong to the same region as the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

platform.aws.hostedZone

An existing Route 53 private hosted zone for the cluster. You can only use a pre-existing hosted zone when also supplying your own VPC. The hosted zone must already be associated with the user-provided VPC before installation. Also, the domain of the hosted zone must be the cluster domain or a parent of the cluster domain. If undefined, the installation program creates a new hosted zone.

String, for example Z3URY6TWQ91KVV.

platform.aws.serviceEndpoints.name

The AWS service endpoint name. Custom endpoints are only required for cases where alternative AWS endpoints, like FIPS, must be used. Custom API endpoints can be specified for EC2, S3, IAM, Elastic Load Balancing, Tagging, Route 53, and STS AWS services.

Valid AWS service endpoint name.

platform.aws.serviceEndpoints.url

The AWS service endpoint URL. The URL must use the https protocol and the host must trust the certificate.

Valid AWS service endpoint URL.

platform.aws.userTags

A map of keys and values that the installation program adds as tags to all resources that it creates.

Any valid YAML map, such as key value pairs in the <key>: <value> format. For more information about AWS tags, see Tagging Your Amazon EC2 Resources in the AWS documentation.

platform.aws.subnets

If you provide the VPC instead of allowing the installation program to create the VPC for you, specify the subnet for the cluster to use. The subnet must be part of the same machineNetwork[].cidr ranges that you specify. For a standard cluster, specify a public and a private subnet for each availability zone. For a private cluster, specify a private subnet for each availability zone.

Valid subnet IDs.

5.6.6.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 5.10. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

5.6.6.3. Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.18. Machine types based on 64-bit x86 architecture

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
5.6.6.4. Tested instance types for AWS on 64-bit ARM infrastructures

The following Amazon Web Services (AWS) ARM64 instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.19. Machine types based on 64-bit ARM architecture

  • c6g.*
  • m6g.*
5.6.6.5. Sample customized install-config.yaml file for AWS

You can customize the installation configuration file (install-config.yaml) to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Mint 2
controlPlane: 3 4
  hyperthreading: Enabled 5
  name: master
  platform:
    aws:
      zones:
      - us-west-2a
      - us-west-2b
      rootVolume:
        iops: 4000
        size: 500
        type: io1 6
      type: m6i.xlarge
  replicas: 3
compute: 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    aws:
      rootVolume:
        iops: 2000
        size: 500
        type: io1 9
      type: c5.4xlarge
      zones:
      - us-west-2c
  replicas: 3
metadata:
  name: test-cluster 10
networking: 11
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  aws:
    region: us-west-2 12
    userTags:
      adminContact: jdoe
      costCenter: 7536
    amiID: ami-96c6f8f7 13
    serviceEndpoints: 14
      - name: ec2
        url: https://vpce-id.ec2.us-west-2.vpce.amazonaws.com
fips: false 15
sshKey: ssh-ed25519 AAAA... 16
pullSecret: '{"auths": ...}' 17
1 10 12 17
Required. The installation program prompts you for this value.
2
Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode, instead of having the CCO dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the Cloud Credential Operator entry in the Red Hat Operators reference content.
3 7 11
If you do not provide these parameters and values, the installation program provides the default value.
4
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
5 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as m4.2xlarge or m5.2xlarge, for your machines if you disable simultaneous multithreading.

6 9
To configure faster storage for etcd, especially for larger clusters, set the storage type as io1 and set iops to 2000.
13
The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
14
The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the https protocol and the host must trust the certificate.
15
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

16
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

5.6.6.6. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

  • You have added the ec2.<region>.amazonaws.com, elasticloadbalancing.<region>.amazonaws.com, and s3.<region>.amazonaws.com endpoints to your VPC endpoint. These endpoints are required to complete requests from the nodes to the AWS EC2 API. Because the proxy works on the container level, not the node level, you must route these requests to the AWS EC2 API through the AWS private network. Adding the public IP address of the EC2 API to your allowlist in your proxy server is not sufficient.

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.6.7. Cluster Network Operator configuration

The configuration for the cluster network is specified as part of the Cluster Network Operator (CNO) configuration and stored in a custom resource (CR) object that is named cluster. The CR specifies the fields for the Network API in the operator.openshift.io API group.

The CNO configuration inherits the following fields during cluster installation from the Network API in the Network.config.openshift.io API group and these fields cannot be changed:

clusterNetwork
IP address pools from which pod IP addresses are allocated.
serviceNetwork
IP address pool for services.
defaultNetwork.type
Cluster network provider, such as OpenShift SDN or OVN-Kubernetes.

You can specify the cluster network provider configuration for your cluster by setting the fields for the defaultNetwork object in the CNO object named cluster.

5.6.7.1. Cluster Network Operator configuration object

The fields for the Cluster Network Operator (CNO) are described in the following table:

Table 5.11. Cluster Network Operator configuration object
FieldTypeDescription

metadata.name

string

The name of the CNO object. This name is always cluster.

spec.clusterNetwork

array

A list specifying the blocks of IP addresses from which pod IP addresses are allocated and the subnet prefix length assigned to each individual node in the cluster. For example:

spec:
  clusterNetwork:
  - cidr: 10.128.0.0/19
    hostPrefix: 23
  - cidr: 10.128.32.0/19
    hostPrefix: 23

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.serviceNetwork

array

A block of IP addresses for services. The OpenShift SDN and OVN-Kubernetes Container Network Interface (CNI) network providers support only a single IP address block for the service network. For example:

spec:
  serviceNetwork:
  - 172.30.0.0/14

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.defaultNetwork

object

Configures the Container Network Interface (CNI) cluster network provider for the cluster network.

spec.kubeProxyConfig

object

The fields for this object specify the kube-proxy configuration. If you are using the OVN-Kubernetes cluster network provider, the kube-proxy configuration has no effect.

defaultNetwork object configuration

The values for the defaultNetwork object are defined in the following table:

Table 5.12. defaultNetwork object
FieldTypeDescription

type

string

Either OpenShiftSDN or OVNKubernetes. The cluster network provider is selected during installation. This value cannot be changed after cluster installation.

Note

OpenShift Container Platform uses the OpenShift SDN Container Network Interface (CNI) cluster network provider by default.

openshiftSDNConfig

object

This object is only valid for the OpenShift SDN cluster network provider.

ovnKubernetesConfig

object

This object is only valid for the OVN-Kubernetes cluster network provider.

Configuration for the OpenShift SDN CNI cluster network provider

The following table describes the configuration fields for the OpenShift SDN Container Network Interface (CNI) cluster network provider.

Table 5.13. openshiftSDNConfig object
FieldTypeDescription

mode

string

Configures the network isolation mode for OpenShift SDN. The default value is NetworkPolicy.

The values Multitenant and Subnet are available for backwards compatibility with OpenShift Container Platform 3.x but are not recommended. This value cannot be changed after cluster installation.

mtu

integer

The maximum transmission unit (MTU) for the VXLAN overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 50 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1450.

This value cannot be changed after cluster installation.

vxlanPort

integer

The port to use for all VXLAN packets. The default value is 4789. This value cannot be changed after cluster installation.

If you are running in a virtualized environment with existing nodes that are part of another VXLAN network, then you might be required to change this. For example, when running an OpenShift SDN overlay on top of VMware NSX-T, you must select an alternate port for the VXLAN, because both SDNs use the same default VXLAN port number.

On Amazon Web Services (AWS), you can select an alternate port for the VXLAN between port 9000 and port 9999.

Example OpenShift SDN configuration

defaultNetwork:
  type: OpenShiftSDN
  openshiftSDNConfig:
    mode: NetworkPolicy
    mtu: 1450
    vxlanPort: 4789

Configuration for the OVN-Kubernetes CNI cluster network provider

The following table describes the configuration fields for the OVN-Kubernetes CNI cluster network provider.

Table 5.14. ovnKubernetesConfig object
FieldTypeDescription

mtu

integer

The maximum transmission unit (MTU) for the Geneve (Generic Network Virtualization Encapsulation) overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 100 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1400.

genevePort

integer

The port to use for all Geneve packets. The default value is 6081. This value cannot be changed after cluster installation.

ipsecConfig

object

Specify an empty object to enable IPsec encryption. This value cannot be changed after cluster installation.

policyAuditConfig

object

Specify a configuration object for customizing network policy audit logging. If unset, the defaults audit log settings are used.

gatewayConfig

object

Optional: Specify a configuration object for customizing how egress traffic is sent to the node gateway.

Note
While migrating egress traffic, you can expect some disruption to workloads and service traffic until the Cluster Network Operator (CNO) successfully rolls out the changes.
Table 5.15. policyAuditConfig object
FieldTypeDescription

rateLimit

integer

The maximum number of messages to generate every second per node. The default value is 20 messages per second.

maxFileSize

integer

The maximum size for the audit log in bytes. The default value is 50000000 or 50 MB.

destination

string

One of the following additional audit log targets:

libc
The libc syslog() function of the journald process on the host.
udp:<host>:<port>
A syslog server. Replace <host>:<port> with the host and port of the syslog server.
unix:<file>
A Unix Domain Socket file specified by <file>.
null
Do not send the audit logs to any additional target.

syslogFacility

string

The syslog facility, such as kern, as defined by RFC5424. The default value is local0.

Table 5.16. gatewayConfig object
FieldTypeDescription

routingViaHost

boolean

Set this field to true to send egress traffic from pods to the host networking stack. For highly-specialized installations and applications that rely on manually configured routes in the kernel routing table, you might want to route egress traffic to the host networking stack. By default, egress traffic is processed in OVN to exit the cluster and is not affected by specialized routes in the kernel routing table. The default value is false.

This field has an interaction with the Open vSwitch hardware offloading feature. If you set this field to true, you do not receive the performance benefits of the offloading because egress traffic is processed by the host networking stack.

Example OVN-Kubernetes configuration with IPSec enabled

defaultNetwork:
  type: OVNKubernetes
  ovnKubernetesConfig:
    mtu: 1400
    genevePort: 6081
    ipsecConfig: {}

kubeProxyConfig object configuration

The values for the kubeProxyConfig object are defined in the following table:

Table 5.17. kubeProxyConfig object
FieldTypeDescription

iptablesSyncPeriod

string

The refresh period for iptables rules. The default value is 30s. Valid suffixes include s, m, and h and are described in the Go time package documentation.

Note

Because of performance improvements introduced in OpenShift Container Platform 4.3 and greater, adjusting the iptablesSyncPeriod parameter is no longer necessary.

proxyArguments.iptables-min-sync-period

array

The minimum duration before refreshing iptables rules. This field ensures that the refresh does not happen too frequently. Valid suffixes include s, m, and h and are described in the Go time package. The default value is:

kubeProxyConfig:
  proxyArguments:
    iptables-min-sync-period:
    - 0s

5.6.8. Specifying advanced network configuration

You can use advanced network configuration for your cluster network provider to integrate your cluster into your existing network environment. You can specify advanced network configuration only before you install the cluster.

Important

Customizing your network configuration by modifying the OpenShift Container Platform manifest files created by the installation program is not supported. Applying a manifest file that you create, as in the following procedure, is supported.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    <installation_directory> specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
  3. Specify the advanced network configuration for your cluster in the cluster-network-03-config.yml file, such as in the following examples:

    Specify a different VXLAN port for the OpenShift SDN network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        openshiftSDNConfig:
          vxlanPort: 4800

    Enable IPsec for the OVN-Kubernetes network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          ipsecConfig: {}

  4. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program consumes the manifests/ directory when you create the Ignition config files.
Note

For more information on using a Network Load Balancer (NLB) on AWS, see Configuring Ingress cluster traffic on AWS using a Network Load Balancer.

5.6.9. Configuring an Ingress Controller Network Load Balancer on a new AWS cluster

You can create an Ingress Controller backed by an AWS Network Load Balancer (NLB) on a new cluster.

Prerequisites

  • Create the install-config.yaml file and complete any modifications to it.

Procedure

Create an Ingress Controller backed by an AWS NLB on a new cluster.

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    For <installation_directory>, specify the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a file that is named cluster-ingress-default-ingresscontroller.yaml in the <installation_directory>/manifests/ directory:

    $ touch <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml 1
    1
    For <installation_directory>, specify the directory name that contains the manifests/ directory for your cluster.

    After creating the file, several network configuration files are in the manifests/ directory, as shown:

    $ ls <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml

    Example output

    cluster-ingress-default-ingresscontroller.yaml

  3. Open the cluster-ingress-default-ingresscontroller.yaml file in an editor and enter a custom resource (CR) that describes the Operator configuration you want:

    apiVersion: operator.openshift.io/v1
    kind: IngressController
    metadata:
      creationTimestamp: null
      name: default
      namespace: openshift-ingress-operator
    spec:
      endpointPublishingStrategy:
        loadBalancer:
          scope: External
          providerParameters:
            type: AWS
            aws:
              type: NLB
        type: LoadBalancerService
  4. Save the cluster-ingress-default-ingresscontroller.yaml file and quit the text editor.
  5. Optional: Back up the manifests/cluster-ingress-default-ingresscontroller.yaml file. The installation program deletes the manifests/ directory when creating the cluster.

5.6.10. Configuring hybrid networking with OVN-Kubernetes

You can configure your cluster to use hybrid networking with OVN-Kubernetes. This allows a hybrid cluster that supports different node networking configurations. For example, this is necessary to run both Linux and Windows nodes in a cluster.

Important

You must configure hybrid networking with OVN-Kubernetes during the installation of your cluster. You cannot switch to hybrid networking after the installation process.

Prerequisites

  • You defined OVNKubernetes for the networking.networkType parameter in the install-config.yaml file. See the installation documentation for configuring OpenShift Container Platform network customizations on your chosen cloud provider for more information.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory>

    where:

    <installation_directory>
    Specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    $ cat <<EOF > <installation_directory>/manifests/cluster-network-03-config.yml
    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
    EOF

    where:

    <installation_directory>
    Specifies the directory name that contains the manifests/ directory for your cluster.
  3. Open the cluster-network-03-config.yml file in an editor and configure OVN-Kubernetes with hybrid networking, such as in the following example:

    Specify a hybrid networking configuration

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          hybridOverlayConfig:
            hybridClusterNetwork: 1
            - cidr: 10.132.0.0/14
              hostPrefix: 23
            hybridOverlayVXLANPort: 9898 2

    1
    Specify the CIDR configuration used for nodes on the additional overlay network. The hybridClusterNetwork CIDR cannot overlap with the clusterNetwork CIDR.
    2
    Specify a custom VXLAN port for the additional overlay network. This is required for running Windows nodes in a cluster installed on vSphere, and must not be configured for any other cloud provider. The custom port can be any open port excluding the default 4789 port. For more information on this requirement, see the Microsoft documentation on Pod-to-pod connectivity between hosts is broken.
    Note

    Windows Server Long-Term Servicing Channel (LTSC): Windows Server 2019 is not supported on clusters with a custom hybridOverlayVXLANPort value because this Windows server version does not support selecting a custom VXLAN port.

  4. Save the cluster-network-03-config.yml file and quit the text editor.
  5. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program deletes the manifests/ directory when creating the cluster.
Note

For more information on using Linux and Windows nodes in the same cluster, see Understanding Windows container workloads.

5.6.11. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    Note

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

5.6.12. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.6.13. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.6.14. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.6.15. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.6.16. Next steps

5.7. Installing a cluster on AWS in a restricted network

In OpenShift Container Platform version 4.10, you can install a cluster on Amazon Web Services (AWS) in a restricted network by creating an internal mirror of the installation release content on an existing Amazon Virtual Private Cloud (VPC).

5.7.1. Prerequisites

  • You reviewed details about the OpenShift Container Platform installation and update processes.
  • You read the documentation on selecting a cluster installation method and preparing it for users.
  • You mirrored the images for a disconnected installation to your registry and obtained the imageContentSources data for your version of OpenShift Container Platform.

    Important

    Because the installation media is on the mirror host, you can use that computer to complete all installation steps.

  • You have an existing VPC in AWS. When installing to a restricted network using installer-provisioned infrastructure, you cannot use the installer-provisioned VPC. You must use a user-provisioned VPC that satisfies one of the following requirements:

    • Contains the mirror registry
    • Has firewall rules or a peering connection to access the mirror registry hosted elsewhere
  • You configured an AWS account to host the cluster.

    Important

    If you have an AWS profile stored on your computer, it must not use a temporary session token that you generated while using a multi-factor authentication device. The cluster continues to use your current AWS credentials to create AWS resources for the entire life of the cluster, so you must use key-based, long-lived credentials. To generate appropriate keys, see Managing Access Keys for IAM Users in the AWS documentation. You can supply the keys when you run the installation program.

  • You downloaded the AWS CLI and installed it on your computer. See Install the AWS CLI Using the Bundled Installer (Linux, macOS, or Unix) in the AWS documentation.
  • If you use a firewall and plan to use the Telemetry service, you configured the firewall to allow the sites that your cluster requires access to.

    Note

    If you are configuring a proxy, be sure to also review this site list.

  • If the cloud identity and access management (IAM) APIs are not accessible in your environment, or if you do not want to store an administrator-level credential secret in the kube-system namespace, you can manually create and maintain IAM credentials.

5.7.2. About installations in restricted networks

In OpenShift Container Platform 4.10, you can perform an installation that does not require an active connection to the internet to obtain software components. Restricted network installations can be completed using installer-provisioned infrastructure or user-provisioned infrastructure, depending on the cloud platform to which you are installing the cluster.

If you choose to perform a restricted network installation on a cloud platform, you still require access to its cloud APIs. Some cloud functions, like Amazon Web Service’s Route 53 DNS and IAM services, require internet access. Depending on your network, you might require less internet access for an installation on bare metal hardware or on VMware vSphere.

To complete a restricted network installation, you must create a registry that mirrors the contents of the OpenShift image registry and contains the installation media. You can create this registry on a mirror host, which can access both the internet and your closed network, or by using other methods that meet your restrictions.

5.7.2.1. Additional limits

Clusters in restricted networks have the following additional limitations and restrictions:

  • The ClusterVersion status includes an Unable to retrieve available updates error.
  • By default, you cannot use the contents of the Developer Catalog because you cannot access the required image stream tags.

5.7.3. About using a custom VPC

In OpenShift Container Platform 4.10, you can deploy a cluster into existing subnets in an existing Amazon Virtual Private Cloud (VPC) in Amazon Web Services (AWS). By deploying OpenShift Container Platform into an existing AWS VPC, you might be able to avoid limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. If you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself, use this installation option.

Because the installation program cannot know what other components are also in your existing subnets, it cannot choose subnet CIDRs and so forth on your behalf. You must configure networking for the subnets that you install your cluster to yourself.

5.7.3.1. Requirements for using your VPC

The installation program no longer creates the following components:

  • Internet gateways
  • NAT gateways
  • Subnets
  • Route tables
  • VPCs
  • VPC DHCP options
  • VPC endpoints
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VPC, you must correctly configure it and its subnets for the installation program and the cluster to use. See Amazon VPC console wizard configurations and Work with VPCs and subnets in the AWS documentation for more information on creating and managing an AWS VPC.

The installation program cannot:

  • Subdivide network ranges for the cluster to use.
  • Set route tables for the subnets.
  • Set VPC options like DHCP.

You must complete these tasks before you install the cluster. See VPC networking components and Route tables for your VPC for more information on configuring networking in an AWS VPC.

Your VPC must meet the following characteristics:

  • The VPC must not use the kubernetes.io/cluster/.*: owned tag.

    The installation program modifies your subnets to add the kubernetes.io/cluster/.*: shared tag, so your subnets must have at least one free tag slot available for it. See Tag Restrictions in the AWS documentation to confirm that the installation program can add a tag to each subnet that you specify.

  • You must enable the enableDnsSupport and enableDnsHostnames attributes in your VPC, so that the cluster can use the Route 53 zones that are attached to the VPC to resolve cluster’s internal DNS records. See DNS Support in Your VPC in the AWS documentation.

    If you prefer to use your own Route 53 hosted private zone, you must associate the existing hosted zone with your VPC prior to installing a cluster. You can define your hosted zone using the platform.aws.hostedZone field in the install-config.yaml file.

If you are working in a disconnected environment, you are unable to reach the public IP addresses for EC2 and ELB endpoints. To resolve this, you must create a VPC endpoint and attach it to the subnet that the clusters are using. The endpoints should be named as follows:

  • ec2.<region>.amazonaws.com
  • elasticloadbalancing.<region>.amazonaws.com
  • s3.<region>.amazonaws.com

Required VPC components

You must provide a suitable VPC and subnets that allow communication to your machines.

ComponentAWS typeDescription

VPC

  • AWS::EC2::VPC
  • AWS::EC2::VPCEndpoint

You must provide a public VPC for the cluster to use. The VPC uses an endpoint that references the route tables for each subnet to improve communication with the registry that is hosted in S3.

Public subnets

  • AWS::EC2::Subnet
  • AWS::EC2::SubnetNetworkAclAssociation

Your VPC must have public subnets for between 1 and 3 availability zones and associate them with appropriate Ingress rules.

Internet gateway

  • AWS::EC2::InternetGateway
  • AWS::EC2::VPCGatewayAttachment
  • AWS::EC2::RouteTable
  • AWS::EC2::Route
  • AWS::EC2::SubnetRouteTableAssociation
  • AWS::EC2::NatGateway
  • AWS::EC2::EIP

You must have a public internet gateway, with public routes, attached to the VPC. In the provided templates, each public subnet has a NAT gateway with an EIP address. These NAT gateways allow cluster resources, like private subnet instances, to reach the internet and are not required for some restricted network or proxy scenarios.

Network access control

  • AWS::EC2::NetworkAcl
  • AWS::EC2::NetworkAclEntry

You must allow the VPC to access the following ports:

Port

Reason

80

Inbound HTTP traffic

443

Inbound HTTPS traffic

22

Inbound SSH traffic

1024 - 65535

Inbound ephemeral traffic

0 - 65535

Outbound ephemeral traffic

Private subnets

  • AWS::EC2::Subnet
  • AWS::EC2::RouteTable
  • AWS::EC2::SubnetRouteTableAssociation

Your VPC can have private subnets. The provided CloudFormation templates can create private subnets for between 1 and 3 availability zones. If you use private subnets, you must provide appropriate routes and tables for them.

5.7.3.2. VPC validation

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the subnets that you specify exist.
  • You provide private subnets.
  • The subnet CIDRs belong to the machine CIDR that you specified.
  • You provide subnets for each availability zone. Each availability zone contains no more than one public and one private subnet. If you use a private cluster, provide only a private subnet for each availability zone. Otherwise, provide exactly one public and private subnet for each availability zone.
  • You provide a public subnet for each private subnet availability zone. Machines are not provisioned in availability zones that you do not provide private subnets for.

If you destroy a cluster that uses an existing VPC, the VPC is not deleted. When you remove the OpenShift Container Platform cluster from a VPC, the kubernetes.io/cluster/.*: shared tag is removed from the subnets that it used.

5.7.3.3. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resource in your clouds than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components such as VPCs, subnets, or ingress rules.

The AWS credentials that you use when you create your cluster do not need the networking permissions that are required to make VPCs and core networking components within the VPC, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as ELBs, security groups, S3 buckets, and nodes.

5.7.3.4. Isolation between clusters

If you deploy OpenShift Container Platform to an existing network, the isolation of cluster services is reduced in the following ways:

  • You can install multiple OpenShift Container Platform clusters in the same VPC.
  • ICMP ingress is allowed from the entire network.
  • TCP 22 ingress (SSH) is allowed to the entire network.
  • Control plane TCP 6443 ingress (Kubernetes API) is allowed to the entire network.
  • Control plane TCP 22623 ingress (MCS) is allowed to the entire network.

5.7.4. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to obtain the images that are necessary to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.7.5. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

5.7.6. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Amazon Web Services (AWS).

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster. For a restricted network installation, these files are on your mirror host.
  • Have the imageContentSources values that were generated during mirror registry creation.
  • Obtain the contents of the certificate for your mirror registry.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select AWS as the platform to target.
      3. If you do not have an Amazon Web Services (AWS) profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.
      4. Select the AWS region to deploy the cluster to.
      5. Select the base domain for the Route 53 service that you configured for your cluster.
      6. Enter a descriptive name for your cluster.
      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Edit the install-config.yaml file to give the additional information that is required for an installation in a restricted network.

    1. Update the pullSecret value to contain the authentication information for your registry:

      pullSecret: '{"auths":{"<mirror_host_name>:5000": {"auth": "<credentials>","email": "you@example.com"}}}'

      For <mirror_host_name>, specify the registry domain name that you specified in the certificate for your mirror registry, and for <credentials>, specify the base64-encoded user name and password for your mirror registry.

    2. Add the additionalTrustBundle parameter and value.

      additionalTrustBundle: |
        -----BEGIN CERTIFICATE-----
        ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
        -----END CERTIFICATE-----

      The value must be the contents of the certificate file that you used for your mirror registry. The certificate file can be an existing, trusted certificate authority, or the self-signed certificate that you generated for the mirror registry.

    3. Define the subnets for the VPC to install the cluster in:

      subnets:
      - subnet-1
      - subnet-2
      - subnet-3
    4. Add the image content resources, which resemble the following YAML excerpt:

      imageContentSources:
      - mirrors:
        - <mirror_host_name>:5000/<repo_name>/release
        source: quay.io/openshift-release-dev/ocp-release
      - mirrors:
        - <mirror_host_name>:5000/<repo_name>/release
        source: registry.redhat.io/ocp/release

      For these values, use the imageContentSources that you recorded during mirror registry creation.

  3. Make any other modifications to the install-config.yaml file that you require. You can find more information about the available parameters in the Installation configuration parameters section.
  4. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

5.7.6.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

5.7.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 5.18. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
5.7.6.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 5.19. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

5.7.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 5.20. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
5.7.6.1.4. Optional AWS configuration parameters

Optional AWS configuration parameters are described in the following table:

Table 5.21. Optional AWS parameters
ParameterDescriptionValues

compute.platform.aws.amiID

The AWS AMI used to boot compute machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

compute.platform.aws.iamRole

A pre-existing AWS IAM role applied to the compute machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

compute.platform.aws.rootVolume.iops

The Input/Output Operations Per Second (IOPS) that is reserved for the root volume.

Integer, for example 4000.

compute.platform.aws.rootVolume.size

The size in GiB of the root volume.

Integer, for example 500.

compute.platform.aws.rootVolume.type

The type of the root volume.

Valid AWS EBS volume type, such as io1.

compute.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of worker nodes with a specific KMS key.

Valid key ID or the key ARN.

compute.platform.aws.type

The EC2 instance type for the compute machines.

Valid AWS instance type, such as m4.2xlarge. See the Supported AWS machine types table that follows.

compute.platform.aws.zones

The availability zones where the installation program creates machines for the compute machine pool. If you provide your own VPC, you must provide a subnet in that availability zone.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

compute.aws.region

The AWS region that the installation program creates compute resources in.

Any valid AWS region, such as us-east-1.

Important

When running on ARM based AWS instances, ensure that you enter a region where AWS Graviton processors are available. See Global availability map in the AWS documentation.

controlPlane.platform.aws.amiID

The AWS AMI used to boot control plane machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

controlPlane.platform.aws.iamRole

A pre-existing AWS IAM role applied to the control plane machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

controlPlane.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of control plane nodes with a specific KMS key.

Valid key ID and the key ARN.

controlPlane.platform.aws.type

The EC2 instance type for the control plane machines.

Valid AWS instance type, such as m6i.xlarge. See the Supported AWS machine types table that follows.

controlPlane.platform.aws.zones

The availability zones where the installation program creates machines for the control plane machine pool.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

controlPlane.aws.region

The AWS region that the installation program creates control plane resources in.

Valid AWS region, such as us-east-1.

platform.aws.amiID

The AWS AMI used to boot all machines for the cluster. If set, the AMI must belong to the same region as the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

platform.aws.hostedZone

An existing Route 53 private hosted zone for the cluster. You can only use a pre-existing hosted zone when also supplying your own VPC. The hosted zone must already be associated with the user-provided VPC before installation. Also, the domain of the hosted zone must be the cluster domain or a parent of the cluster domain. If undefined, the installation program creates a new hosted zone.

String, for example Z3URY6TWQ91KVV.

platform.aws.serviceEndpoints.name

The AWS service endpoint name. Custom endpoints are only required for cases where alternative AWS endpoints, like FIPS, must be used. Custom API endpoints can be specified for EC2, S3, IAM, Elastic Load Balancing, Tagging, Route 53, and STS AWS services.

Valid AWS service endpoint name.

platform.aws.serviceEndpoints.url

The AWS service endpoint URL. The URL must use the https protocol and the host must trust the certificate.

Valid AWS service endpoint URL.

platform.aws.userTags

A map of keys and values that the installation program adds as tags to all resources that it creates.

Any valid YAML map, such as key value pairs in the <key>: <value> format. For more information about AWS tags, see Tagging Your Amazon EC2 Resources in the AWS documentation.

platform.aws.subnets

If you provide the VPC instead of allowing the installation program to create the VPC for you, specify the subnet for the cluster to use. The subnet must be part of the same machineNetwork[].cidr ranges that you specify. For a standard cluster, specify a public and a private subnet for each availability zone. For a private cluster, specify a private subnet for each availability zone.

Valid subnet IDs.

5.7.6.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 5.22. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

5.7.6.3. Sample customized install-config.yaml file for AWS

You can customize the installation configuration file (install-config.yaml) to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Mint 2
controlPlane: 3 4
  hyperthreading: Enabled 5
  name: master
  platform:
    aws:
      zones:
      - us-west-2a
      - us-west-2b
      rootVolume:
        iops: 4000
        size: 500
        type: io1 6
      type: m6i.xlarge
  replicas: 3
compute: 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    aws:
      rootVolume:
        iops: 2000
        size: 500
        type: io1 9
      type: c5.4xlarge
      zones:
      - us-west-2c
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  aws:
    region: us-west-2 11
    userTags:
      adminContact: jdoe
      costCenter: 7536
    subnets: 12
    - subnet-1
    - subnet-2
    - subnet-3
    amiID: ami-96c6f8f7 13
    serviceEndpoints: 14
      - name: ec2
        url: https://vpce-id.ec2.us-west-2.vpce.amazonaws.com
    hostedZone: Z3URY6TWQ91KVV 15
fips: false 16
sshKey: ssh-ed25519 AAAA... 17
pullSecret: '{"auths":{"<local_registry>": {"auth": "<credentials>","email": "you@example.com"}}}' 18
additionalTrustBundle: | 19
    -----BEGIN CERTIFICATE-----
    <MY_TRUSTED_CA_CERT>
    -----END CERTIFICATE-----
imageContentSources: 20
- mirrors:
  - <local_registry>/<local_repository_name>/release
  source: quay.io/openshift-release-dev/ocp-release
- mirrors:
  - <local_registry>/<local_repository_name>/release
  source: quay.io/openshift-release-dev/ocp-v4.0-art-dev
1 10 11
Required. The installation program prompts you for this value.
2
Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode, instead of having the CCO dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the Cloud Credential Operator entry in the Red Hat Operators reference content.
3 7
If you do not provide these parameters and values, the installation program provides the default value.
4
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
5 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as m4.2xlarge or m5.2xlarge, for your machines if you disable simultaneous multithreading.

6 9
To configure faster storage for etcd, especially for larger clusters, set the storage type as io1 and set iops to 2000.
12
If you provide your own VPC, specify subnets for each availability zone that your cluster uses.
13
The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
14
The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the https protocol and the host must trust the certificate.
15
The ID of your existing Route 53 private hosted zone. Providing an existing hosted zone requires that you supply your own VPC and the hosted zone is already associated with the VPC prior to installing your cluster. If undefined, the installation program creates a new hosted zone.
16
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

17
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

18
For <local_registry>, specify the registry domain name, and optionally the port, that your mirror registry uses to serve content. For example registry.example.com or registry.example.com:5000. For <credentials>, specify the base64-encoded user name and password for your mirror registry.
19
Provide the contents of the certificate file that you used for your mirror registry.
20
Provide the imageContentSources section from the output of the command to mirror the repository.
5.7.6.4. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

  • You have added the ec2.<region>.amazonaws.com, elasticloadbalancing.<region>.amazonaws.com, and s3.<region>.amazonaws.com endpoints to your VPC endpoint. These endpoints are required to complete requests from the nodes to the AWS EC2 API. Because the proxy works on the container level, not the node level, you must route these requests to the AWS EC2 API through the AWS private network. Adding the public IP address of the EC2 API to your allowlist in your proxy server is not sufficient.

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.7.7. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    Note

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

5.7.8. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.7.9. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.7.10. Disabling the default OperatorHub sources

Operator catalogs that source content provided by Red Hat and community projects are configured for OperatorHub by default during an OpenShift Container Platform installation. In a restricted network environment, you must disable the default catalogs as a cluster administrator.

Procedure

  • Disable the sources for the default catalogs by adding disableAllDefaultSources: true to the OperatorHub object:

    $ oc patch OperatorHub cluster --type json \
        -p '[{"op": "add", "path": "/spec/disableAllDefaultSources", "value": true}]'
Tip

Alternatively, you can use the web console to manage catalog sources. From the AdministrationCluster SettingsConfigurationOperatorHub page, click the Sources tab, where you can create, delete, disable, and enable individual sources.

5.7.11. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.7.12. Next steps

5.8. Installing a cluster on AWS into an existing VPC

In OpenShift Container Platform version 4.10, you can install a cluster into an existing Amazon Virtual Private Cloud (VPC) on Amazon Web Services (AWS). The installation program provisions the rest of the required infrastructure, which you can further customize. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

5.8.1. Prerequisites

5.8.2. About using a custom VPC

In OpenShift Container Platform 4.10, you can deploy a cluster into existing subnets in an existing Amazon Virtual Private Cloud (VPC) in Amazon Web Services (AWS). By deploying OpenShift Container Platform into an existing AWS VPC, you might be able to avoid limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. If you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself, use this installation option.

Because the installation program cannot know what other components are also in your existing subnets, it cannot choose subnet CIDRs and so forth on your behalf. You must configure networking for the subnets that you install your cluster to yourself.

5.8.2.1. Requirements for using your VPC

The installation program no longer creates the following components:

  • Internet gateways
  • NAT gateways
  • Subnets
  • Route tables
  • VPCs
  • VPC DHCP options
  • VPC endpoints
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VPC, you must correctly configure it and its subnets for the installation program and the cluster to use. See Amazon VPC console wizard configurations and Work with VPCs and subnets in the AWS documentation for more information on creating and managing an AWS VPC.

The installation program cannot:

  • Subdivide network ranges for the cluster to use.
  • Set route tables for the subnets.
  • Set VPC options like DHCP.

You must complete these tasks before you install the cluster. See VPC networking components and Route tables for your VPC for more information on configuring networking in an AWS VPC.

Your VPC must meet the following characteristics:

  • Create a public and private subnet for each availability zone that your cluster uses. Each availability zone can contain no more than one public and one private subnet. For an example of this type of configuration, see VPC with public and private subnets (NAT) in the AWS documentation.

    Record each subnet ID. Completing the installation requires that you enter these values in the platform section of the install-config.yaml file. See Finding a subnet ID in the AWS documentation.

  • The VPC’s CIDR block must contain the Networking.MachineCIDR range, which is the IP address pool for cluster machines. The subnet CIDR blocks must belong to the machine CIDR that you specify.
  • The VPC must have a public internet gateway attached to it. For each availability zone:

    • The public subnet requires a route to the internet gateway.
    • The public subnet requires a NAT gateway with an EIP address.
    • The private subnet requires a route to the NAT gateway in public subnet.
  • The VPC must not use the kubernetes.io/cluster/.*: owned tag.

    The installation program modifies your subnets to add the kubernetes.io/cluster/.*: shared tag, so your subnets must have at least one free tag slot available for it. See Tag Restrictions in the AWS documentation to confirm that the installation program can add a tag to each subnet that you specify.

  • You must enable the enableDnsSupport and enableDnsHostnames attributes in your VPC, so that the cluster can use the Route 53 zones that are attached to the VPC to resolve cluster’s internal DNS records. See DNS Support in Your VPC in the AWS documentation.

    If you prefer to use your own Route 53 hosted private zone, you must associate the existing hosted zone with your VPC prior to installing a cluster. You can define your hosted zone using the platform.aws.hostedZone field in the install-config.yaml file.

If you are working in a disconnected environment, you are unable to reach the public IP addresses for EC2 and ELB endpoints. To resolve this, you must create a VPC endpoint and attach it to the subnet that the clusters are using. The endpoints should be named as follows:

  • ec2.<region>.amazonaws.com
  • elasticloadbalancing.<region>.amazonaws.com
  • s3.<region>.amazonaws.com

Required VPC components

You must provide a suitable VPC and subnets that allow communication to your machines.

ComponentAWS typeDescription

VPC

  • AWS::EC2::VPC
  • AWS::EC2::VPCEndpoint

You must provide a public VPC for the cluster to use. The VPC uses an endpoint that references the route tables for each subnet to improve communication with the registry that is hosted in S3.

Public subnets

  • AWS::EC2::Subnet
  • AWS::EC2::SubnetNetworkAclAssociation

Your VPC must have public subnets for between 1 and 3 availability zones and associate them with appropriate Ingress rules.

Internet gateway

  • AWS::EC2::InternetGateway
  • AWS::EC2::VPCGatewayAttachment
  • AWS::EC2::RouteTable
  • AWS::EC2::Route
  • AWS::EC2::SubnetRouteTableAssociation
  • AWS::EC2::NatGateway
  • AWS::EC2::EIP

You must have a public internet gateway, with public routes, attached to the VPC. In the provided templates, each public subnet has a NAT gateway with an EIP address. These NAT gateways allow cluster resources, like private subnet instances, to reach the internet and are not required for some restricted network or proxy scenarios.

Network access control

  • AWS::EC2::NetworkAcl
  • AWS::EC2::NetworkAclEntry

You must allow the VPC to access the following ports:

Port

Reason

80

Inbound HTTP traffic

443

Inbound HTTPS traffic

22

Inbound SSH traffic

1024 - 65535

Inbound ephemeral traffic

0 - 65535

Outbound ephemeral traffic

Private subnets

  • AWS::EC2::Subnet
  • AWS::EC2::RouteTable
  • AWS::EC2::SubnetRouteTableAssociation

Your VPC can have private subnets. The provided CloudFormation templates can create private subnets for between 1 and 3 availability zones. If you use private subnets, you must provide appropriate routes and tables for them.

5.8.2.2. VPC validation

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the subnets that you specify exist.
  • You provide private subnets.
  • The subnet CIDRs belong to the machine CIDR that you specified.
  • You provide subnets for each availability zone. Each availability zone contains no more than one public and one private subnet. If you use a private cluster, provide only a private subnet for each availability zone. Otherwise, provide exactly one public and private subnet for each availability zone.
  • You provide a public subnet for each private subnet availability zone. Machines are not provisioned in availability zones that you do not provide private subnets for.

If you destroy a cluster that uses an existing VPC, the VPC is not deleted. When you remove the OpenShift Container Platform cluster from a VPC, the kubernetes.io/cluster/.*: shared tag is removed from the subnets that it used.

5.8.2.3. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resource in your clouds than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components such as VPCs, subnets, or ingress rules.

The AWS credentials that you use when you create your cluster do not need the networking permissions that are required to make VPCs and core networking components within the VPC, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as ELBs, security groups, S3 buckets, and nodes.

5.8.2.4. Isolation between clusters

If you deploy OpenShift Container Platform to an existing network, the isolation of cluster services is reduced in the following ways:

  • You can install multiple OpenShift Container Platform clusters in the same VPC.
  • ICMP ingress is allowed from the entire network.
  • TCP 22 ingress (SSH) is allowed to the entire network.
  • Control plane TCP 6443 ingress (Kubernetes API) is allowed to the entire network.
  • Control plane TCP 22623 ingress (MCS) is allowed to the entire network.

5.8.3. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.8.4. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

5.8.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

5.8.6. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Amazon Web Services (AWS).

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select AWS as the platform to target.
      3. If you do not have an Amazon Web Services (AWS) profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.
      4. Select the AWS region to deploy the cluster to.
      5. Select the base domain for the Route 53 service that you configured for your cluster.
      6. Enter a descriptive name for your cluster.
      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

5.8.6.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

5.8.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 5.23. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
5.8.6.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 5.24. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

5.8.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 5.25. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. See Supported installation methods for different platforms in Installing documentation for information about instance availability.

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. See Supported installation methods for different platforms in Installing documentation for information about instance availability.

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
5.8.6.1.4. Optional AWS configuration parameters

Optional AWS configuration parameters are described in the following table:

Table 5.26. Optional AWS parameters
ParameterDescriptionValues

compute.platform.aws.amiID

The AWS AMI used to boot compute machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

compute.platform.aws.iamRole

A pre-existing AWS IAM role applied to the compute machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

compute.platform.aws.rootVolume.iops

The Input/Output Operations Per Second (IOPS) that is reserved for the root volume.

Integer, for example 4000.

compute.platform.aws.rootVolume.size

The size in GiB of the root volume.

Integer, for example 500.

compute.platform.aws.rootVolume.type

The type of the root volume.

Valid AWS EBS volume type, such as io1.

compute.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of worker nodes with a specific KMS key.

Valid key ID or the key ARN.

compute.platform.aws.type

The EC2 instance type for the compute machines.

Valid AWS instance type, such as m4.2xlarge. See the Supported AWS machine types table that follows.

compute.platform.aws.zones

The availability zones where the installation program creates machines for the compute machine pool. If you provide your own VPC, you must provide a subnet in that availability zone.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

compute.aws.region

The AWS region that the installation program creates compute resources in.

Any valid AWS region, such as us-east-1.

Important

When running on ARM based AWS instances, ensure that you enter a region where AWS Graviton processors are available. See Global availability map in the AWS documentation.

controlPlane.platform.aws.amiID

The AWS AMI used to boot control plane machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

controlPlane.platform.aws.iamRole

A pre-existing AWS IAM role applied to the control plane machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

controlPlane.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of control plane nodes with a specific KMS key.

Valid key ID and the key ARN.

controlPlane.platform.aws.type

The EC2 instance type for the control plane machines.

Valid AWS instance type, such as m6i.xlarge. See the Supported AWS machine types table that follows.

controlPlane.platform.aws.zones

The availability zones where the installation program creates machines for the control plane machine pool.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

controlPlane.aws.region

The AWS region that the installation program creates control plane resources in.

Valid AWS region, such as us-east-1.

platform.aws.amiID

The AWS AMI used to boot all machines for the cluster. If set, the AMI must belong to the same region as the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

platform.aws.hostedZone

An existing Route 53 private hosted zone for the cluster. You can only use a pre-existing hosted zone when also supplying your own VPC. The hosted zone must already be associated with the user-provided VPC before installation. Also, the domain of the hosted zone must be the cluster domain or a parent of the cluster domain. If undefined, the installation program creates a new hosted zone.

String, for example Z3URY6TWQ91KVV.

platform.aws.serviceEndpoints.name

The AWS service endpoint name. Custom endpoints are only required for cases where alternative AWS endpoints, like FIPS, must be used. Custom API endpoints can be specified for EC2, S3, IAM, Elastic Load Balancing, Tagging, Route 53, and STS AWS services.

Valid AWS service endpoint name.

platform.aws.serviceEndpoints.url

The AWS service endpoint URL. The URL must use the https protocol and the host must trust the certificate.

Valid AWS service endpoint URL.

platform.aws.userTags

A map of keys and values that the installation program adds as tags to all resources that it creates.

Any valid YAML map, such as key value pairs in the <key>: <value> format. For more information about AWS tags, see Tagging Your Amazon EC2 Resources in the AWS documentation.

platform.aws.subnets

If you provide the VPC instead of allowing the installation program to create the VPC for you, specify the subnet for the cluster to use. The subnet must be part of the same machineNetwork[].cidr ranges that you specify. For a standard cluster, specify a public and a private subnet for each availability zone. For a private cluster, specify a private subnet for each availability zone.

Valid subnet IDs.

5.8.6.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 5.27. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

5.8.6.3. Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.20. Machine types based on 64-bit x86 architecture

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
5.8.6.4. Tested instance types for AWS on 64-bit ARM infrastructures

The following Amazon Web Services (AWS) ARM64 instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.21. Machine types based on 64-bit ARM architecture

  • c6g.*
  • m6g.*
5.8.6.5. Sample customized install-config.yaml file for AWS

You can customize the installation configuration file (install-config.yaml) to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Mint 2
controlPlane: 3 4
  hyperthreading: Enabled 5
  name: master
  platform:
    aws:
      zones:
      - us-west-2a
      - us-west-2b
      rootVolume:
        iops: 4000
        size: 500
        type: io1 6
      type: m6i.xlarge
  replicas: 3
compute: 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    aws:
      rootVolume:
        iops: 2000
        size: 500
        type: io1 9
      type: c5.4xlarge
      zones:
      - us-west-2c
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  aws:
    region: us-west-2 11
    userTags:
      adminContact: jdoe
      costCenter: 7536
    subnets: 12
    - subnet-1
    - subnet-2
    - subnet-3
    amiID: ami-96c6f8f7 13
    serviceEndpoints: 14
      - name: ec2
        url: https://vpce-id.ec2.us-west-2.vpce.amazonaws.com
    hostedZone: Z3URY6TWQ91KVV 15
fips: false 16
sshKey: ssh-ed25519 AAAA... 17
pullSecret: '{"auths": ...}' 18
1 10 11 18
Required. The installation program prompts you for this value.
2
Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode, instead of having the CCO dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the Cloud Credential Operator entry in the Red Hat Operators reference content.
3 7
If you do not provide these parameters and values, the installation program provides the default value.
4
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
5 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as m4.2xlarge or m5.2xlarge, for your machines if you disable simultaneous multithreading.

6 9
To configure faster storage for etcd, especially for larger clusters, set the storage type as io1 and set iops to 2000.
12
If you provide your own VPC, specify subnets for each availability zone that your cluster uses.
13
The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
14
The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the https protocol and the host must trust the certificate.
15
The ID of your existing Route 53 private hosted zone. Providing an existing hosted zone requires that you supply your own VPC and the hosted zone is already associated with the VPC prior to installing your cluster. If undefined, the installation program creates a new hosted zone.
16
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

17
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

5.8.6.6. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

  • You have added the ec2.<region>.amazonaws.com, elasticloadbalancing.<region>.amazonaws.com, and s3.<region>.amazonaws.com endpoints to your VPC endpoint. These endpoints are required to complete requests from the nodes to the AWS EC2 API. Because the proxy works on the container level, not the node level, you must route these requests to the AWS EC2 API through the AWS private network. Adding the public IP address of the EC2 API to your allowlist in your proxy server is not sufficient.

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.8.7. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    Note

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

5.8.8. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.8.9. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.8.10. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.8.11. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.8.12. Next steps

5.9. Installing a private cluster on AWS

In OpenShift Container Platform version 4.10, you can install a private cluster into an existing VPC on Amazon Web Services (AWS). The installation program provisions the rest of the required infrastructure, which you can further customize. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

5.9.1. Prerequisites

5.9.2. Private clusters

You can deploy a private OpenShift Container Platform cluster that does not expose external endpoints. Private clusters are accessible from only an internal network and are not visible to the internet.

By default, OpenShift Container Platform is provisioned to use publicly-accessible DNS and endpoints. A private cluster sets the DNS, Ingress Controller, and API server to private when you deploy your cluster. This means that the cluster resources are only accessible from your internal network and are not visible to the internet.

Important

If the cluster has any public subnets, load balancer services created by administrators might be publicly accessible. To ensure cluster security, verify that these services are explicitly annotated as private.

To deploy a private cluster, you must:

  • Use existing networking that meets your requirements. Your cluster resources might be shared between other clusters on the network.
  • Deploy from a machine that has access to:

    • The API services for the cloud to which you provision.
    • The hosts on the network that you provision.
    • The internet to obtain installation media.

You can use any machine that meets these access requirements and follows your company’s guidelines. For example, this machine can be a bastion host on your cloud network or a machine that has access to the network through a VPN.

5.9.2.1. Private clusters in AWS

To create a private cluster on Amazon Web Services (AWS), you must provide an existing private VPC and subnets to host the cluster. The installation program must also be able to resolve the DNS records that the cluster requires. The installation program configures the Ingress Operator and API server for access from only the private network.

The cluster still requires access to internet to access the AWS APIs.

The following items are not required or created when you install a private cluster:

  • Public subnets
  • Public load balancers, which support public ingress
  • A public Route 53 zone that matches the baseDomain for the cluster

The installation program does use the baseDomain that you specify to create a private Route 53 zone and the required records for the cluster. The cluster is configured so that the Operators do not create public records for the cluster and all cluster machines are placed in the private subnets that you specify.

5.9.2.1.1. Limitations

The ability to add public functionality to a private cluster is limited.

  • You cannot make the Kubernetes API endpoints public after installation without taking additional actions, including creating public subnets in the VPC for each availability zone in use, creating a public load balancer, and configuring the control plane security groups to allow traffic from the internet on 6443 (Kubernetes API port).
  • If you use a public Service type load balancer, you must tag a public subnet in each availability zone with kubernetes.io/cluster/<cluster-infra-id>: shared so that AWS can use them to create public load balancers.

5.9.3. About using a custom VPC

In OpenShift Container Platform 4.10, you can deploy a cluster into existing subnets in an existing Amazon Virtual Private Cloud (VPC) in Amazon Web Services (AWS). By deploying OpenShift Container Platform into an existing AWS VPC, you might be able to avoid limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. If you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself, use this installation option.

Because the installation program cannot know what other components are also in your existing subnets, it cannot choose subnet CIDRs and so forth on your behalf. You must configure networking for the subnets that you install your cluster to yourself.

5.9.3.1. Requirements for using your VPC

The installation program no longer creates the following components:

  • Internet gateways
  • NAT gateways
  • Subnets
  • Route tables
  • VPCs
  • VPC DHCP options
  • VPC endpoints
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VPC, you must correctly configure it and its subnets for the installation program and the cluster to use. See Amazon VPC console wizard configurations and Work with VPCs and subnets in the AWS documentation for more information on creating and managing an AWS VPC.

The installation program cannot:

  • Subdivide network ranges for the cluster to use.
  • Set route tables for the subnets.
  • Set VPC options like DHCP.

You must complete these tasks before you install the cluster. See VPC networking components and Route tables for your VPC for more information on configuring networking in an AWS VPC.

Your VPC must meet the following characteristics:

  • The VPC must not use the kubernetes.io/cluster/.*: owned tag.

    The installation program modifies your subnets to add the kubernetes.io/cluster/.*: shared tag, so your subnets must have at least one free tag slot available for it. See Tag Restrictions in the AWS documentation to confirm that the installation program can add a tag to each subnet that you specify.

  • You must enable the enableDnsSupport and enableDnsHostnames attributes in your VPC, so that the cluster can use the Route 53 zones that are attached to the VPC to resolve cluster’s internal DNS records. See DNS Support in Your VPC in the AWS documentation.

    If you prefer to use your own Route 53 hosted private zone, you must associate the existing hosted zone with your VPC prior to installing a cluster. You can define your hosted zone using the platform.aws.hostedZone field in the install-config.yaml file.

If you are working in a disconnected environment, you are unable to reach the public IP addresses for EC2 and ELB endpoints. To resolve this, you must create a VPC endpoint and attach it to the subnet that the clusters are using. The endpoints should be named as follows:

  • ec2.<region>.amazonaws.com
  • elasticloadbalancing.<region>.amazonaws.com
  • s3.<region>.amazonaws.com

Required VPC components

You must provide a suitable VPC and subnets that allow communication to your machines.

ComponentAWS typeDescription

VPC

  • AWS::EC2::VPC
  • AWS::EC2::VPCEndpoint

You must provide a public VPC for the cluster to use. The VPC uses an endpoint that references the route tables for each subnet to improve communication with the registry that is hosted in S3.

Public subnets

  • AWS::EC2::Subnet
  • AWS::EC2::SubnetNetworkAclAssociation

Your VPC must have public subnets for between 1 and 3 availability zones and associate them with appropriate Ingress rules.

Internet gateway

  • AWS::EC2::InternetGateway
  • AWS::EC2::VPCGatewayAttachment
  • AWS::EC2::RouteTable
  • AWS::EC2::Route
  • AWS::EC2::SubnetRouteTableAssociation
  • AWS::EC2::NatGateway
  • AWS::EC2::EIP

You must have a public internet gateway, with public routes, attached to the VPC. In the provided templates, each public subnet has a NAT gateway with an EIP address. These NAT gateways allow cluster resources, like private subnet instances, to reach the internet and are not required for some restricted network or proxy scenarios.

Network access control

  • AWS::EC2::NetworkAcl
  • AWS::EC2::NetworkAclEntry

You must allow the VPC to access the following ports:

Port

Reason

80

Inbound HTTP traffic

443

Inbound HTTPS traffic

22

Inbound SSH traffic

1024 - 65535

Inbound ephemeral traffic

0 - 65535

Outbound ephemeral traffic

Private subnets

  • AWS::EC2::Subnet
  • AWS::EC2::RouteTable
  • AWS::EC2::SubnetRouteTableAssociation

Your VPC can have private subnets. The provided CloudFormation templates can create private subnets for between 1 and 3 availability zones. If you use private subnets, you must provide appropriate routes and tables for them.

5.9.3.2. VPC validation

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the subnets that you specify exist.
  • You provide private subnets.
  • The subnet CIDRs belong to the machine CIDR that you specified.
  • You provide subnets for each availability zone. Each availability zone contains no more than one public and one private subnet. If you use a private cluster, provide only a private subnet for each availability zone. Otherwise, provide exactly one public and private subnet for each availability zone.
  • You provide a public subnet for each private subnet availability zone. Machines are not provisioned in availability zones that you do not provide private subnets for.

If you destroy a cluster that uses an existing VPC, the VPC is not deleted. When you remove the OpenShift Container Platform cluster from a VPC, the kubernetes.io/cluster/.*: shared tag is removed from the subnets that it used.

5.9.3.3. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resource in your clouds than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components such as VPCs, subnets, or ingress rules.

The AWS credentials that you use when you create your cluster do not need the networking permissions that are required to make VPCs and core networking components within the VPC, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as ELBs, security groups, S3 buckets, and nodes.

5.9.3.4. Isolation between clusters

If you deploy OpenShift Container Platform to an existing network, the isolation of cluster services is reduced in the following ways:

  • You can install multiple OpenShift Container Platform clusters in the same VPC.
  • ICMP ingress is allowed from the entire network.
  • TCP 22 ingress (SSH) is allowed to the entire network.
  • Control plane TCP 6443 ingress (Kubernetes API) is allowed to the entire network.
  • Control plane TCP 22623 ingress (MCS) is allowed to the entire network.

5.9.4. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.9.5. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

5.9.6. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

5.9.7. Manually creating the installation configuration file

For installations of a private OpenShift Container Platform cluster that are only accessible from an internal network and are not visible to the internet, you must manually generate your installation configuration file.

Prerequisites

  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

    Note

    For some platform types, you can alternatively run ./openshift-install create install-config --dir <installation_directory> to generate an install-config.yaml file. You can provide details about your cluster configuration at the prompts.

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

5.9.7.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

5.9.7.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 5.28. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
5.9.7.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 5.29. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

5.9.7.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 5.30. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. See Supported installation methods for different platforms in Installing documentation for information about instance availability.

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. See Supported installation methods for different platforms in Installing documentation for information about instance availability.

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
5.9.7.1.4. Optional AWS configuration parameters

Optional AWS configuration parameters are described in the following table:

Table 5.31. Optional AWS parameters
ParameterDescriptionValues

compute.platform.aws.amiID

The AWS AMI used to boot compute machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

compute.platform.aws.iamRole

A pre-existing AWS IAM role applied to the compute machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

compute.platform.aws.rootVolume.iops

The Input/Output Operations Per Second (IOPS) that is reserved for the root volume.

Integer, for example 4000.

compute.platform.aws.rootVolume.size

The size in GiB of the root volume.

Integer, for example 500.

compute.platform.aws.rootVolume.type

The type of the root volume.

Valid AWS EBS volume type, such as io1.

compute.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of worker nodes with a specific KMS key.

Valid key ID or the key ARN.

compute.platform.aws.type

The EC2 instance type for the compute machines.

Valid AWS instance type, such as m4.2xlarge. See the Supported AWS machine types table that follows.

compute.platform.aws.zones

The availability zones where the installation program creates machines for the compute machine pool. If you provide your own VPC, you must provide a subnet in that availability zone.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

compute.aws.region

The AWS region that the installation program creates compute resources in.

Any valid AWS region, such as us-east-1.

Important

When running on ARM based AWS instances, ensure that you enter a region where AWS Graviton processors are available. See Global availability map in the AWS documentation.

controlPlane.platform.aws.amiID

The AWS AMI used to boot control plane machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

controlPlane.platform.aws.iamRole

A pre-existing AWS IAM role applied to the control plane machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

controlPlane.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of control plane nodes with a specific KMS key.

Valid key ID and the key ARN.

controlPlane.platform.aws.type

The EC2 instance type for the control plane machines.

Valid AWS instance type, such as m6i.xlarge. See the Supported AWS machine types table that follows.

controlPlane.platform.aws.zones

The availability zones where the installation program creates machines for the control plane machine pool.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

controlPlane.aws.region

The AWS region that the installation program creates control plane resources in.

Valid AWS region, such as us-east-1.

platform.aws.amiID

The AWS AMI used to boot all machines for the cluster. If set, the AMI must belong to the same region as the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

platform.aws.hostedZone

An existing Route 53 private hosted zone for the cluster. You can only use a pre-existing hosted zone when also supplying your own VPC. The hosted zone must already be associated with the user-provided VPC before installation. Also, the domain of the hosted zone must be the cluster domain or a parent of the cluster domain. If undefined, the installation program creates a new hosted zone.

String, for example Z3URY6TWQ91KVV.

platform.aws.serviceEndpoints.name

The AWS service endpoint name. Custom endpoints are only required for cases where alternative AWS endpoints, like FIPS, must be used. Custom API endpoints can be specified for EC2, S3, IAM, Elastic Load Balancing, Tagging, Route 53, and STS AWS services.

Valid AWS service endpoint name.

platform.aws.serviceEndpoints.url

The AWS service endpoint URL. The URL must use the https protocol and the host must trust the certificate.

Valid AWS service endpoint URL.

platform.aws.userTags

A map of keys and values that the installation program adds as tags to all resources that it creates.

Any valid YAML map, such as key value pairs in the <key>: <value> format. For more information about AWS tags, see Tagging Your Amazon EC2 Resources in the AWS documentation.

platform.aws.subnets

If you provide the VPC instead of allowing the installation program to create the VPC for you, specify the subnet for the cluster to use. The subnet must be part of the same machineNetwork[].cidr ranges that you specify. For a standard cluster, specify a public and a private subnet for each availability zone. For a private cluster, specify a private subnet for each availability zone.

Valid subnet IDs.

5.9.7.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 5.32. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

5.9.7.3. Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.22. Machine types based on 64-bit x86 architecture

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
5.9.7.4. Tested instance types for AWS on 64-bit ARM infrastructures

The following Amazon Web Services (AWS) ARM64 instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.23. Machine types based on 64-bit ARM architecture

  • c6g.*
  • m6g.*
5.9.7.5. Sample customized install-config.yaml file for AWS

You can customize the installation configuration file (install-config.yaml) to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Mint 2
controlPlane: 3 4
  hyperthreading: Enabled 5
  name: master
  platform:
    aws:
      zones:
      - us-west-2a
      - us-west-2b
      rootVolume:
        iops: 4000
        size: 500
        type: io1 6
      type: m6i.xlarge
  replicas: 3
compute: 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    aws:
      rootVolume:
        iops: 2000
        size: 500
        type: io1 9
      type: c5.4xlarge
      zones:
      - us-west-2c
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  aws:
    region: us-west-2 11
    userTags:
      adminContact: jdoe
      costCenter: 7536
    subnets: 12
    - subnet-1
    - subnet-2
    - subnet-3
    amiID: ami-96c6f8f7 13
    serviceEndpoints: 14
      - name: ec2
        url: https://vpce-id.ec2.us-west-2.vpce.amazonaws.com
    hostedZone: Z3URY6TWQ91KVV 15
fips: false 16
sshKey: ssh-ed25519 AAAA... 17
publish: Internal 18
pullSecret: '{"auths": ...}' 19
1 10 11 19
Required. The installation program prompts you for this value.
2
Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode, instead of having the CCO dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the Cloud Credential Operator entry in the Red Hat Operators reference content.
3 7
If you do not provide these parameters and values, the installation program provides the default value.
4
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
5 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as m4.2xlarge or m5.2xlarge, for your machines if you disable simultaneous multithreading.

6 9
To configure faster storage for etcd, especially for larger clusters, set the storage type as io1 and set iops to 2000.
12
If you provide your own VPC, specify subnets for each availability zone that your cluster uses.
13
The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
14
The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the https protocol and the host must trust the certificate.
15
The ID of your existing Route 53 private hosted zone. Providing an existing hosted zone requires that you supply your own VPC and the hosted zone is already associated with the VPC prior to installing your cluster. If undefined, the installation program creates a new hosted zone.
16
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

17
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

18
How to publish the user-facing endpoints of your cluster. Set publish to Internal to deploy a private cluster, which cannot be accessed from the internet. The default value is External.
5.9.7.6. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

  • You have added the ec2.<region>.amazonaws.com, elasticloadbalancing.<region>.amazonaws.com, and s3.<region>.amazonaws.com endpoints to your VPC endpoint. These endpoints are required to complete requests from the nodes to the AWS EC2 API. Because the proxy works on the container level, not the node level, you must route these requests to the AWS EC2 API through the AWS private network. Adding the public IP address of the EC2 API to your allowlist in your proxy server is not sufficient.

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.9.8. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    Note

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

5.9.9. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.9.10. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.9.11. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.9.12. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.9.13. Next steps

5.10. Installing a cluster on AWS into a government region

In OpenShift Container Platform version 4.10, you can install a cluster on Amazon Web Services (AWS) into a government region. To configure the region, modify parameters in the install-config.yaml file before you install the cluster.

5.10.1. Prerequisites

5.10.2. AWS government regions

OpenShift Container Platform supports deploying a cluster to an AWS GovCloud (US) region.

The following AWS GovCloud partitions are supported:

  • us-gov-east-1
  • us-gov-west-1

5.10.3. Installation requirements

Before you can install the cluster, you must:

  • Provide an existing private AWS VPC and subnets to host the cluster.

    Public zones are not supported in Route 53 in AWS GovCloud. As a result, clusters must be private when you deploy to an AWS government region.

  • Manually create the installation configuration file (install-config.yaml).

5.10.4. Private clusters

You can deploy a private OpenShift Container Platform cluster that does not expose external endpoints. Private clusters are accessible from only an internal network and are not visible to the internet.

Note

Public zones are not supported in Route 53 in an AWS GovCloud Region. Therefore, clusters must be private if they are deployed to an AWS GovCloud Region.

By default, OpenShift Container Platform is provisioned to use publicly-accessible DNS and endpoints. A private cluster sets the DNS, Ingress Controller, and API server to private when you deploy your cluster. This means that the cluster resources are only accessible from your internal network and are not visible to the internet.

Important

If the cluster has any public subnets, load balancer services created by administrators might be publicly accessible. To ensure cluster security, verify that these services are explicitly annotated as private.

To deploy a private cluster, you must:

  • Use existing networking that meets your requirements. Your cluster resources might be shared between other clusters on the network.
  • Deploy from a machine that has access to:

    • The API services for the cloud to which you provision.
    • The hosts on the network that you provision.
    • The internet to obtain installation media.

You can use any machine that meets these access requirements and follows your company’s guidelines. For example, this machine can be a bastion host on your cloud network or a machine that has access to the network through a VPN.

5.10.4.1. Private clusters in AWS

To create a private cluster on Amazon Web Services (AWS), you must provide an existing private VPC and subnets to host the cluster. The installation program must also be able to resolve the DNS records that the cluster requires. The installation program configures the Ingress Operator and API server for access from only the private network.

The cluster still requires access to internet to access the AWS APIs.

The following items are not required or created when you install a private cluster:

  • Public subnets
  • Public load balancers, which support public ingress
  • A public Route 53 zone that matches the baseDomain for the cluster

The installation program does use the baseDomain that you specify to create a private Route 53 zone and the required records for the cluster. The cluster is configured so that the Operators do not create public records for the cluster and all cluster machines are placed in the private subnets that you specify.

5.10.4.1.1. Limitations

The ability to add public functionality to a private cluster is limited.

  • You cannot make the Kubernetes API endpoints public after installation without taking additional actions, including creating public subnets in the VPC for each availability zone in use, creating a public load balancer, and configuring the control plane security groups to allow traffic from the internet on 6443 (Kubernetes API port).
  • If you use a public Service type load balancer, you must tag a public subnet in each availability zone with kubernetes.io/cluster/<cluster-infra-id>: shared so that AWS can use them to create public load balancers.

5.10.5. About using a custom VPC

In OpenShift Container Platform 4.10, you can deploy a cluster into existing subnets in an existing Amazon Virtual Private Cloud (VPC) in Amazon Web Services (AWS). By deploying OpenShift Container Platform into an existing AWS VPC, you might be able to avoid limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. If you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself, use this installation option.

Because the installation program cannot know what other components are also in your existing subnets, it cannot choose subnet CIDRs and so forth on your behalf. You must configure networking for the subnets that you install your cluster to yourself.

5.10.5.1. Requirements for using your VPC

The installation program no longer creates the following components:

  • Internet gateways
  • NAT gateways
  • Subnets
  • Route tables
  • VPCs
  • VPC DHCP options
  • VPC endpoints
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VPC, you must correctly configure it and its subnets for the installation program and the cluster to use. See Amazon VPC console wizard configurations and Work with VPCs and subnets in the AWS documentation for more information on creating and managing an AWS VPC.

The installation program cannot:

  • Subdivide network ranges for the cluster to use.
  • Set route tables for the subnets.
  • Set VPC options like DHCP.

You must complete these tasks before you install the cluster. See VPC networking components and Route tables for your VPC for more information on configuring networking in an AWS VPC.

Your VPC must meet the following characteristics:

  • The VPC must not use the kubernetes.io/cluster/.*: owned tag.

    The installation program modifies your subnets to add the kubernetes.io/cluster/.*: shared tag, so your subnets must have at least one free tag slot available for it. See Tag Restrictions in the AWS documentation to confirm that the installation program can add a tag to each subnet that you specify.

  • You must enable the enableDnsSupport and enableDnsHostnames attributes in your VPC, so that the cluster can use the Route 53 zones that are attached to the VPC to resolve cluster’s internal DNS records. See DNS Support in Your VPC in the AWS documentation.

    If you prefer to use your own Route 53 hosted private zone, you must associate the existing hosted zone with your VPC prior to installing a cluster. You can define your hosted zone using the platform.aws.hostedZone field in the install-config.yaml file.

If you are working in a disconnected environment, you are unable to reach the public IP addresses for EC2 and ELB endpoints. To resolve this, you must create a VPC endpoint and attach it to the subnet that the clusters are using. The endpoints should be named as follows:

  • ec2.<region>.amazonaws.com
  • elasticloadbalancing.<region>.amazonaws.com
  • s3.<region>.amazonaws.com

Required VPC components

You must provide a suitable VPC and subnets that allow communication to your machines.

ComponentAWS typeDescription

VPC

  • AWS::EC2::VPC
  • AWS::EC2::VPCEndpoint

You must provide a public VPC for the cluster to use. The VPC uses an endpoint that references the route tables for each subnet to improve communication with the registry that is hosted in S3.

Public subnets

  • AWS::EC2::Subnet
  • AWS::EC2::SubnetNetworkAclAssociation

Your VPC must have public subnets for between 1 and 3 availability zones and associate them with appropriate Ingress rules.

Internet gateway

  • AWS::EC2::InternetGateway
  • AWS::EC2::VPCGatewayAttachment
  • AWS::EC2::RouteTable
  • AWS::EC2::Route
  • AWS::EC2::SubnetRouteTableAssociation
  • AWS::EC2::NatGateway
  • AWS::EC2::EIP

You must have a public internet gateway, with public routes, attached to the VPC. In the provided templates, each public subnet has a NAT gateway with an EIP address. These NAT gateways allow cluster resources, like private subnet instances, to reach the internet and are not required for some restricted network or proxy scenarios.

Network access control

  • AWS::EC2::NetworkAcl
  • AWS::EC2::NetworkAclEntry

You must allow the VPC to access the following ports:

Port

Reason

80

Inbound HTTP traffic

443

Inbound HTTPS traffic

22

Inbound SSH traffic

1024 - 65535

Inbound ephemeral traffic

0 - 65535

Outbound ephemeral traffic

Private subnets

  • AWS::EC2::Subnet
  • AWS::EC2::RouteTable
  • AWS::EC2::SubnetRouteTableAssociation

Your VPC can have private subnets. The provided CloudFormation templates can create private subnets for between 1 and 3 availability zones. If you use private subnets, you must provide appropriate routes and tables for them.

5.10.5.2. VPC validation

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the subnets that you specify exist.
  • You provide private subnets.
  • The subnet CIDRs belong to the machine CIDR that you specified.
  • You provide subnets for each availability zone. Each availability zone contains no more than one public and one private subnet. If you use a private cluster, provide only a private subnet for each availability zone. Otherwise, provide exactly one public and private subnet for each availability zone.
  • You provide a public subnet for each private subnet availability zone. Machines are not provisioned in availability zones that you do not provide private subnets for.

If you destroy a cluster that uses an existing VPC, the VPC is not deleted. When you remove the OpenShift Container Platform cluster from a VPC, the kubernetes.io/cluster/.*: shared tag is removed from the subnets that it used.

5.10.5.3. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resource in your clouds than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components such as VPCs, subnets, or ingress rules.

The AWS credentials that you use when you create your cluster do not need the networking permissions that are required to make VPCs and core networking components within the VPC, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as ELBs, security groups, S3 buckets, and nodes.

5.10.5.4. Isolation between clusters

If you deploy OpenShift Container Platform to an existing network, the isolation of cluster services is reduced in the following ways:

  • You can install multiple OpenShift Container Platform clusters in the same VPC.
  • ICMP ingress is allowed from the entire network.
  • TCP 22 ingress (SSH) is allowed to the entire network.
  • Control plane TCP 6443 ingress (Kubernetes API) is allowed to the entire network.
  • Control plane TCP 22623 ingress (MCS) is allowed to the entire network.

5.10.6. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.10.7. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

5.10.8. Obtaining an AWS Marketplace image

If you are deploying an OpenShift Container Platform cluster using an AWS Marketplace image, you must first subscribe through AWS. Subscribing to the offer provides you with the AMI ID that the installation program uses to deploy worker nodes.

Prerequisites

  • You have an AWS account to purchase the offer. This account does not have to be the same account that is used to install the cluster.

Procedure

  1. Complete the OpenShift Container Platform subscription from the AWS Marketplace.
  2. Record the AMI ID for your specific region. As part of the installation process, you must update the install-config.yaml file with this value before deploying the cluster.

Sample install-config.yaml file with AWS Marketplace worker nodes

apiVersion: v1
baseDomain: example.com
compute:
- hyperthreading: Enabled
  name: worker
  platform:
    aws:
      amiID: ami-06c4d345f7c207239 1
      type: m5.4xlarge
  replicas: 3
metadata:
  name: test-cluster
platform:
  aws:
    region: us-east-2 2
sshKey: ssh-ed25519 AAAA...
pullSecret: '{"auths": ...}'

1
The AMI ID from your AWS Marketplace subscription.
2
Your AMI ID is associated with a specific AWS region. When creating the installation configuration file, ensure that you select the same AWS region that you specified when configuring your subscription.

5.10.9. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

5.10.10. Manually creating the installation configuration file

Installing the cluster requires that you manually generate the installation configuration file.

Prerequisites

  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

5.10.10.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

5.10.10.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 5.33. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
5.10.10.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 5.34. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

5.10.10.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 5.35. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
5.10.10.1.4. Optional AWS configuration parameters

Optional AWS configuration parameters are described in the following table:

Table 5.36. Optional AWS parameters
ParameterDescriptionValues

compute.platform.aws.amiID

The AWS AMI used to boot compute machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

compute.platform.aws.iamRole

A pre-existing AWS IAM role applied to the compute machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

compute.platform.aws.rootVolume.iops

The Input/Output Operations Per Second (IOPS) that is reserved for the root volume.

Integer, for example 4000.

compute.platform.aws.rootVolume.size

The size in GiB of the root volume.

Integer, for example 500.

compute.platform.aws.rootVolume.type

The type of the root volume.

Valid AWS EBS volume type, such as io1.

compute.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of worker nodes with a specific KMS key.

Valid key ID or the key ARN.

compute.platform.aws.type

The EC2 instance type for the compute machines.

Valid AWS instance type, such as m4.2xlarge. See the Supported AWS machine types table that follows.

compute.platform.aws.zones

The availability zones where the installation program creates machines for the compute machine pool. If you provide your own VPC, you must provide a subnet in that availability zone.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

compute.aws.region

The AWS region that the installation program creates compute resources in.

Any valid AWS region, such as us-east-1.

Important

When running on ARM based AWS instances, ensure that you enter a region where AWS Graviton processors are available. See Global availability map in the AWS documentation.

controlPlane.platform.aws.amiID

The AWS AMI used to boot control plane machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

controlPlane.platform.aws.iamRole

A pre-existing AWS IAM role applied to the control plane machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

controlPlane.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of control plane nodes with a specific KMS key.

Valid key ID and the key ARN.

controlPlane.platform.aws.type

The EC2 instance type for the control plane machines.

Valid AWS instance type, such as m6i.xlarge. See the Supported AWS machine types table that follows.

controlPlane.platform.aws.zones

The availability zones where the installation program creates machines for the control plane machine pool.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

controlPlane.aws.region

The AWS region that the installation program creates control plane resources in.

Valid AWS region, such as us-east-1.

platform.aws.amiID

The AWS AMI used to boot all machines for the cluster. If set, the AMI must belong to the same region as the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

platform.aws.hostedZone

An existing Route 53 private hosted zone for the cluster. You can only use a pre-existing hosted zone when also supplying your own VPC. The hosted zone must already be associated with the user-provided VPC before installation. Also, the domain of the hosted zone must be the cluster domain or a parent of the cluster domain. If undefined, the installation program creates a new hosted zone.

String, for example Z3URY6TWQ91KVV.

platform.aws.serviceEndpoints.name

The AWS service endpoint name. Custom endpoints are only required for cases where alternative AWS endpoints, like FIPS, must be used. Custom API endpoints can be specified for EC2, S3, IAM, Elastic Load Balancing, Tagging, Route 53, and STS AWS services.

Valid AWS service endpoint name.

platform.aws.serviceEndpoints.url

The AWS service endpoint URL. The URL must use the https protocol and the host must trust the certificate.

Valid AWS service endpoint URL.

platform.aws.userTags

A map of keys and values that the installation program adds as tags to all resources that it creates.

Any valid YAML map, such as key value pairs in the <key>: <value> format. For more information about AWS tags, see Tagging Your Amazon EC2 Resources in the AWS documentation.

platform.aws.subnets

If you provide the VPC instead of allowing the installation program to create the VPC for you, specify the subnet for the cluster to use. The subnet must be part of the same machineNetwork[].cidr ranges that you specify. For a standard cluster, specify a public and a private subnet for each availability zone. For a private cluster, specify a private subnet for each availability zone.

Valid subnet IDs.

5.10.10.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 5.37. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

5.10.10.3. Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.24. Machine types based on 64-bit x86 architecture

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
5.10.10.4. Tested instance types for AWS on 64-bit ARM infrastructures

The following Amazon Web Services (AWS) ARM64 instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.25. Machine types based on 64-bit ARM architecture

  • c6g.*
  • m6g.*
5.10.10.5. Sample customized install-config.yaml file for AWS

You can customize the installation configuration file (install-config.yaml) to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. Use it as a resource to enter parameter values into the installation configuration file that you created manually.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Mint 2
controlPlane: 3 4
  hyperthreading: Enabled 5
  name: master
  platform:
    aws:
      zones:
      - us-gov-west-1a
      - us-gov-west-1b
      rootVolume:
        iops: 4000
        size: 500
        type: io1 6
      type: m6i.xlarge
  replicas: 3
compute: 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    aws:
      rootVolume:
        iops: 2000
        size: 500
        type: io1 9
      type: c5.4xlarge
      zones:
      - us-gov-west-1c
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  aws:
    region: us-gov-west-1 11
    userTags:
      adminContact: jdoe
      costCenter: 7536
    subnets: 12
    - subnet-1
    - subnet-2
    - subnet-3
    amiID: ami-96c6f8f7 13
    serviceEndpoints: 14
      - name: ec2
        url: https://vpce-id.ec2.us-west-2.vpce.amazonaws.com
    hostedZone: Z3URY6TWQ91KVV 15
fips: false 16
sshKey: ssh-ed25519 AAAA... 17
publish: Internal 18
pullSecret: '{"auths": ...}' 19
1 10 11 19
Required.
2
Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode, instead of having the CCO dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the Cloud Credential Operator entry in the Red Hat Operators reference content.
3 7
If you do not provide these parameters and values, the installation program provides the default value.
4
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
5 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as m4.2xlarge or m5.2xlarge, for your machines if you disable simultaneous multithreading.

6 9
To configure faster storage for etcd, especially for larger clusters, set the storage type as io1 and set iops to 2000.
12
If you provide your own VPC, specify subnets for each availability zone that your cluster uses.
13
The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
14
The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the https protocol and the host must trust the certificate.
15
The ID of your existing Route 53 private hosted zone. Providing an existing hosted zone requires that you supply your own VPC and the hosted zone is already associated with the VPC prior to installing your cluster. If undefined, the installation program creates a new hosted zone.
16
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

17
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

18
How to publish the user-facing endpoints of your cluster. Set publish to Internal to deploy a private cluster, which cannot be accessed from the internet. The default value is External.
5.10.10.6. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

  • You have added the ec2.<region>.amazonaws.com, elasticloadbalancing.<region>.amazonaws.com, and s3.<region>.amazonaws.com endpoints to your VPC endpoint. These endpoints are required to complete requests from the nodes to the AWS EC2 API. Because the proxy works on the container level, not the node level, you must route these requests to the AWS EC2 API through the AWS private network. Adding the public IP address of the EC2 API to your allowlist in your proxy server is not sufficient.

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.10.11. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    Note

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

5.10.12. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.10.13. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.10.14. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.10.15. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.10.16. Next steps

5.11. Installing a cluster on AWS into a Top Secret Region

In OpenShift Container Platform version 4.10, you can install a cluster on Amazon Web Services (AWS) into a Commercial Cloud Services (C2S) Top Secret Region. To configure the region, modify parameters in the install config.yaml file before you install the cluster.

5.11.1. Prerequisites

5.11.2. AWS Top Secret Region

OpenShift Container Platform supports deploying a cluster to an AWS Commercial Cloud Services (C2S) Top Secret Region.

The C2S Top Secret Region does not have a published Red Hat Enterprise Linux CoreOS (RHCOS) Amazon Machine Images (AMI) to select, so you must upload a custom AMI that belongs to that region.

The following AWS Top Secret Region partition is supported:

  • us-iso-east-1
Note

The maximum supported MTU in an AWS Top Secret Region is not the same as AWS commercial. For more information about configuring MTU during installation, see the Cluster Network Operator configuration object section in Installing a cluster on AWS with network customizations

5.11.3. Installation requirements

Red Hat does not publish a Red Hat Enterprise Linux CoreOS (RHCOS) Amzaon Machine Image for the AWS Top Secret Region.

Before you can install the cluster, you must:

  • Upload a custom RHCOS AMI.
  • Manually create the installation configuration file (install-config.yaml).
  • Specify the AWS region, and the accompanying custom AMI, in the installation configuration file.

You cannot use the OpenShift Container Platform installation program to create the installation configuration file. The installer does not list an AWS region without native support for an RHCOS AMI.

Important

You must also define a custom CA certificate in the additionalTrustBundle field of the install-config.yaml file because the AWS API requires a custom CA trust bundle. To allow the installation program to access the AWS API, the CA certificates must also be defined on the machine that runs the installation program. You must add the CA bundle to the trust store on the machine, use the AWS_CA_BUNDLE environment variable, or define the CA bundle in the ca_bundle field of the AWS config file.

5.11.4. Private clusters

You can deploy a private OpenShift Container Platform cluster that does not expose external endpoints. Private clusters are accessible from only an internal network and are not visible to the internet.

Note

Public zones are not supported in Route 53 in an AWS Top Secret Region. Therefore, clusters must be private if they are deployed to an AWS Top Secret Region.

By default, OpenShift Container Platform is provisioned to use publicly-accessible DNS and endpoints. A private cluster sets the DNS, Ingress Controller, and API server to private when you deploy your cluster. This means that the cluster resources are only accessible from your internal network and are not visible to the internet.

Important

If the cluster has any public subnets, load balancer services created by administrators might be publicly accessible. To ensure cluster security, verify that these services are explicitly annotated as private.

To deploy a private cluster, you must:

  • Use existing networking that meets your requirements. Your cluster resources might be shared between other clusters on the network.
  • Deploy from a machine that has access to:

    • The API services for the cloud to which you provision.
    • The hosts on the network that you provision.
    • The internet to obtain installation media.

You can use any machine that meets these access requirements and follows your company’s guidelines. For example, this machine can be a bastion host on your cloud network or a machine that has access to the network through a VPN.

5.11.4.1. Private clusters in AWS

To create a private cluster on Amazon Web Services (AWS), you must provide an existing private VPC and subnets to host the cluster. The installation program must also be able to resolve the DNS records that the cluster requires. The installation program configures the Ingress Operator and API server for access from only the private network.

The cluster still requires access to internet to access the AWS APIs.

The following items are not required or created when you install a private cluster:

  • Public subnets
  • Public load balancers, which support public ingress
  • A public Route 53 zone that matches the baseDomain for the cluster

The installation program does use the baseDomain that you specify to create a private Route 53 zone and the required records for the cluster. The cluster is configured so that the Operators do not create public records for the cluster and all cluster machines are placed in the private subnets that you specify.

5.11.4.1.1. Limitations

The ability to add public functionality to a private cluster is limited.

  • You cannot make the Kubernetes API endpoints public after installation without taking additional actions, including creating public subnets in the VPC for each availability zone in use, creating a public load balancer, and configuring the control plane security groups to allow traffic from the internet on 6443 (Kubernetes API port).
  • If you use a public Service type load balancer, you must tag a public subnet in each availability zone with kubernetes.io/cluster/<cluster-infra-id>: shared so that AWS can use them to create public load balancers.

5.11.5. About using a custom VPC

In OpenShift Container Platform 4.10, you can deploy a cluster into existing subnets in an existing Amazon Virtual Private Cloud (VPC) in Amazon Web Services (AWS). By deploying OpenShift Container Platform into an existing AWS VPC, you might be able to avoid limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. If you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself, use this installation option.

Because the installation program cannot know what other components are also in your existing subnets, it cannot choose subnet CIDRs and so forth on your behalf. You must configure networking for the subnets that you install your cluster to yourself.

5.11.5.1. Requirements for using your VPC

The installation program no longer creates the following components:

  • Internet gateways
  • NAT gateways
  • Subnets
  • Route tables
  • VPCs
  • VPC DHCP options
  • VPC endpoints
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VPC, you must correctly configure it and its subnets for the installation program and the cluster to use. See Amazon VPC console wizard configurations and Work with VPCs and subnets in the AWS documentation for more information on creating and managing an AWS VPC.

The installation program cannot:

  • Subdivide network ranges for the cluster to use.
  • Set route tables for the subnets.
  • Set VPC options like DHCP.

You must complete these tasks before you install the cluster. See VPC networking components and Route tables for your VPC for more information on configuring networking in an AWS VPC.

Your VPC must meet the following characteristics:

  • The VPC must not use the kubernetes.io/cluster/.*: owned tag.

    The installation program modifies your subnets to add the kubernetes.io/cluster/.*: shared tag, so your subnets must have at least one free tag slot available for it. See Tag Restrictions in the AWS documentation to confirm that the installation program can add a tag to each subnet that you specify.

  • You must enable the enableDnsSupport and enableDnsHostnames attributes in your VPC, so that the cluster can use the Route 53 zones that are attached to the VPC to resolve cluster’s internal DNS records. See DNS Support in Your VPC in the AWS documentation.

    If you prefer to use your own Route 53 hosted private zone, you must associate the existing hosted zone with your VPC prior to installing a cluster. You can define your hosted zone using the platform.aws.hostedZone field in the install-config.yaml file.

  • A cluster in a Top Secret Region is unable to reach the public IP addresses for the EC2 and ELB endpoints. You must create a VPC endpoint and attach it to the subnet that the clusters are using. Name the endpoints as follows:

    • elasticloadbalancing.<region>.c2s.ic.gov
    • ec2.<region>.c2s.ic.gov
    • s3.<region>.c2s.ic.gov

Required VPC components

You must provide a suitable VPC and subnets that allow communication to your machines.

ComponentAWS typeDescription

VPC

  • AWS::EC2::VPC
  • AWS::EC2::VPCEndpoint

You must provide a public VPC for the cluster to use. The VPC uses an endpoint that references the route tables for each subnet to improve communication with the registry that is hosted in S3.

Public subnets

  • AWS::EC2::Subnet
  • AWS::EC2::SubnetNetworkAclAssociation

Your VPC must have public subnets for between 1 and 3 availability zones and associate them with appropriate Ingress rules.

Internet gateway

  • AWS::EC2::InternetGateway
  • AWS::EC2::VPCGatewayAttachment
  • AWS::EC2::RouteTable
  • AWS::EC2::Route
  • AWS::EC2::SubnetRouteTableAssociation
  • AWS::EC2::NatGateway
  • AWS::EC2::EIP

You must have a public internet gateway, with public routes, attached to the VPC. In the provided templates, each public subnet has a NAT gateway with an EIP address. These NAT gateways allow cluster resources, like private subnet instances, to reach the internet and are not required for some restricted network or proxy scenarios.

Network access control

  • AWS::EC2::NetworkAcl
  • AWS::EC2::NetworkAclEntry

You must allow the VPC to access the following ports:

Port

Reason

80

Inbound HTTP traffic

443

Inbound HTTPS traffic

22

Inbound SSH traffic

1024 - 65535

Inbound ephemeral traffic

0 - 65535

Outbound ephemeral traffic

Private subnets

  • AWS::EC2::Subnet
  • AWS::EC2::RouteTable
  • AWS::EC2::SubnetRouteTableAssociation

Your VPC can have private subnets. The provided CloudFormation templates can create private subnets for between 1 and 3 availability zones. If you use private subnets, you must provide appropriate routes and tables for them.

5.11.5.2. VPC validation

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the subnets that you specify exist.
  • You provide private subnets.
  • The subnet CIDRs belong to the machine CIDR that you specified.
  • You provide subnets for each availability zone. Each availability zone contains no more than one public and one private subnet. If you use a private cluster, provide only a private subnet for each availability zone. Otherwise, provide exactly one public and private subnet for each availability zone.
  • You provide a public subnet for each private subnet availability zone. Machines are not provisioned in availability zones that you do not provide private subnets for.

If you destroy a cluster that uses an existing VPC, the VPC is not deleted. When you remove the OpenShift Container Platform cluster from a VPC, the kubernetes.io/cluster/.*: shared tag is removed from the subnets that it used.

5.11.5.3. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resource in your clouds than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components such as VPCs, subnets, or ingress rules.

The AWS credentials that you use when you create your cluster do not need the networking permissions that are required to make VPCs and core networking components within the VPC, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as ELBs, security groups, S3 buckets, and nodes.

5.11.5.4. Isolation between clusters

If you deploy OpenShift Container Platform to an existing network, the isolation of cluster services is reduced in the following ways:

  • You can install multiple OpenShift Container Platform clusters in the same VPC.
  • ICMP ingress is allowed from the entire network.
  • TCP 22 ingress (SSH) is allowed to the entire network.
  • Control plane TCP 6443 ingress (Kubernetes API) is allowed to the entire network.
  • Control plane TCP 22623 ingress (MCS) is allowed to the entire network.

5.11.6. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.11.7. Uploading a custom RHCOS AMI in AWS

If you are deploying to a custom Amazon Web Services (AWS) region, you must upload a custom Red Hat Enterprise Linux CoreOS (RHCOS) Amazon Machine Image (AMI) that belongs to that region.

Prerequisites

  • You configured an AWS account.
  • You created an Amazon S3 bucket with the required IAM service role.
  • You uploaded your RHCOS VMDK file to Amazon S3. The RHCOS VMDK file must be the highest version that is less than or equal to the OpenShift Container Platform version you are installing.
  • You downloaded the AWS CLI and installed it on your computer. See Install the AWS CLI Using the Bundled Installer.

Procedure

  1. Export your AWS profile as an environment variable:

    $ export AWS_PROFILE=<aws_profile> 1
  2. Export the region to associate with your custom AMI as an environment variable:

    $ export AWS_DEFAULT_REGION=<aws_region> 1
  3. Export the version of RHCOS you uploaded to Amazon S3 as an environment variable:

    $ export RHCOS_VERSION=<version> 1
    1 1 1
    The RHCOS VMDK version, like 4.10.0.
  4. Export the Amazon S3 bucket name as an environment variable:

    $ export VMIMPORT_BUCKET_NAME=<s3_bucket_name>
  5. Create the containers.json file and define your RHCOS VMDK file:

    $ cat <<EOF > containers.json
    {
       "Description": "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64",
       "Format": "vmdk",
       "UserBucket": {
          "S3Bucket": "${VMIMPORT_BUCKET_NAME}",
          "S3Key": "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64.vmdk"
       }
    }
    EOF
  6. Import the RHCOS disk as an Amazon EBS snapshot:

    $ aws ec2 import-snapshot --region ${AWS_DEFAULT_REGION} \
         --description "<description>" \ 1
         --disk-container "file://<file_path>/containers.json" 2
    1
    The description of your RHCOS disk being imported, like rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64.
    2
    The file path to the JSON file describing your RHCOS disk. The JSON file should contain your Amazon S3 bucket name and key.
  7. Check the status of the image import:

    $ watch -n 5 aws ec2 describe-import-snapshot-tasks --region ${AWS_DEFAULT_REGION}

    Example output

    {
        "ImportSnapshotTasks": [
            {
                "Description": "rhcos-4.7.0-x86_64-aws.x86_64",
                "ImportTaskId": "import-snap-fh6i8uil",
                "SnapshotTaskDetail": {
                    "Description": "rhcos-4.7.0-x86_64-aws.x86_64",
                    "DiskImageSize": 819056640.0,
                    "Format": "VMDK",
                    "SnapshotId": "snap-06331325870076318",
                    "Status": "completed",
                    "UserBucket": {
                        "S3Bucket": "external-images",
                        "S3Key": "rhcos-4.7.0-x86_64-aws.x86_64.vmdk"
                    }
                }
            }
        ]
    }

    Copy the SnapshotId to register the image.

  8. Create a custom RHCOS AMI from the RHCOS snapshot:

    $ aws ec2 register-image \
       --region ${AWS_DEFAULT_REGION} \
       --architecture x86_64 \ 1
       --description "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64" \ 2
       --ena-support \
       --name "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64" \ 3
       --virtualization-type hvm \
       --root-device-name '/dev/xvda' \
       --block-device-mappings 'DeviceName=/dev/xvda,Ebs={DeleteOnTermination=true,SnapshotId=<snapshot_ID>}' 4
    1
    The RHCOS VMDK architecture type, like x86_64, s390x, or ppc64le.
    2
    The Description from the imported snapshot.
    3
    The name of the RHCOS AMI.
    4
    The SnapshotID from the imported snapshot.

To learn more about these APIs, see the AWS documentation for importing snapshots and creating EBS-backed AMIs.

5.11.8. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

5.11.9. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

5.11.10. Manually creating the installation configuration file

Installing the cluster requires that you manually generate the installation configuration file.

Prerequisites

  • You have uploaded a custom RHCOS AMI.
  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

5.11.10.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

5.11.10.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 5.38. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
5.11.10.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 5.39. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

5.11.10.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 5.40. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
5.11.10.1.4. Optional AWS configuration parameters

Optional AWS configuration parameters are described in the following table:

Table 5.41. Optional AWS parameters
ParameterDescriptionValues

compute.platform.aws.amiID

The AWS AMI used to boot compute machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

compute.platform.aws.iamRole

A pre-existing AWS IAM role applied to the compute machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

compute.platform.aws.rootVolume.iops

The Input/Output Operations Per Second (IOPS) that is reserved for the root volume.

Integer, for example 4000.

compute.platform.aws.rootVolume.size

The size in GiB of the root volume.

Integer, for example 500.

compute.platform.aws.rootVolume.type

The type of the root volume.

Valid AWS EBS volume type, such as io1.

compute.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of worker nodes with a specific KMS key.

Valid key ID or the key ARN.

compute.platform.aws.type

The EC2 instance type for the compute machines.

Valid AWS instance type, such as m4.2xlarge. See the Supported AWS machine types table that follows.

compute.platform.aws.zones

The availability zones where the installation program creates machines for the compute machine pool. If you provide your own VPC, you must provide a subnet in that availability zone.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

compute.aws.region

The AWS region that the installation program creates compute resources in.

Any valid AWS region, such as us-east-1.

Important

When running on ARM based AWS instances, ensure that you enter a region where AWS Graviton processors are available. See Global availability map in the AWS documentation.

controlPlane.platform.aws.amiID

The AWS AMI used to boot control plane machines for the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

controlPlane.platform.aws.iamRole

A pre-existing AWS IAM role applied to the control plane machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role.

The name of a valid AWS IAM role.

controlPlane.platform.aws.rootVolume.kmsKeyARN

The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt OS volumes of control plane nodes with a specific KMS key.

Valid key ID and the key ARN.

controlPlane.platform.aws.type

The EC2 instance type for the control plane machines.

Valid AWS instance type, such as m6i.xlarge. See the Supported AWS machine types table that follows.

controlPlane.platform.aws.zones

The availability zones where the installation program creates machines for the control plane machine pool.

A list of valid AWS availability zones, such as us-east-1c, in a YAML sequence.

controlPlane.aws.region

The AWS region that the installation program creates control plane resources in.

Valid AWS region, such as us-east-1.

platform.aws.amiID

The AWS AMI used to boot all machines for the cluster. If set, the AMI must belong to the same region as the cluster. This is required for regions that require a custom RHCOS AMI.

Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs.

platform.aws.hostedZone

An existing Route 53 private hosted zone for the cluster. You can only use a pre-existing hosted zone when also supplying your own VPC. The hosted zone must already be associated with the user-provided VPC before installation. Also, the domain of the hosted zone must be the cluster domain or a parent of the cluster domain. If undefined, the installation program creates a new hosted zone.

String, for example Z3URY6TWQ91KVV.

platform.aws.serviceEndpoints.name

The AWS service endpoint name. Custom endpoints are only required for cases where alternative AWS endpoints, like FIPS, must be used. Custom API endpoints can be specified for EC2, S3, IAM, Elastic Load Balancing, Tagging, Route 53, and STS AWS services.

Valid AWS service endpoint name.

platform.aws.serviceEndpoints.url

The AWS service endpoint URL. The URL must use the https protocol and the host must trust the certificate.

Valid AWS service endpoint URL.

platform.aws.userTags

A map of keys and values that the installation program adds as tags to all resources that it creates.

Any valid YAML map, such as key value pairs in the <key>: <value> format. For more information about AWS tags, see Tagging Your Amazon EC2 Resources in the AWS documentation.

platform.aws.subnets

If you provide the VPC instead of allowing the installation program to create the VPC for you, specify the subnet for the cluster to use. The subnet must be part of the same machineNetwork[].cidr ranges that you specify. For a standard cluster, specify a public and a private subnet for each availability zone. For a private cluster, specify a private subnet for each availability zone.

Valid subnet IDs.

5.11.10.2. Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.26. Machine types based on 64-bit x86 architecture for secret regions

  • c4.*
  • c5.*
  • i3.*
  • m4.*
  • m5.*
  • r4.*
  • r5.*
  • t3.*
5.11.10.3. Sample customized install-config.yaml file for AWS

You can customize the installation configuration file (install-config.yaml) to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. Use it as a resource to enter parameter values into the installation configuration file that you created manually.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Mint 2
controlPlane: 3 4
  hyperthreading: Enabled 5
  name: master
  platform:
    aws:
      zones:
      - us-iso-east-1a
      - us-iso-east-1b
      rootVolume:
        iops: 4000
        size: 500
        type: io1 6
      type: m6i.xlarge
  replicas: 3
compute: 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    aws:
      rootVolume:
        iops: 2000
        size: 500
        type: io1 9
      type: c5.4xlarge
      zones:
      - us-iso-east-1a
      - us-iso-east-1b
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  aws:
    region: us-iso-east-1 11
    userTags:
      adminContact: jdoe
      costCenter: 7536
    subnets: 12
    - subnet-1
    - subnet-2
    - subnet-3
    amiID: ami-96c6f8f7 13 14
    serviceEndpoints: 15
      - name: ec2
        url: https://vpce-id.ec2.us-west-2.vpce.amazonaws.com
    hostedZone: Z3URY6TWQ91KVV 16
fips: false 17
sshKey: ssh-ed25519 AAAA... 18
publish: Internal 19
pullSecret: '{"auths": ...}' 20
additionalTrustBundle: | 21
    -----BEGIN CERTIFICATE-----
    <MY_TRUSTED_CA_CERT>
    -----END CERTIFICATE-----
1 10 11 13 20
Required.
2
Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode, instead of having the CCO dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the Cloud Credential Operator entry in the Red Hat Operators reference content.
3 7
If you do not provide these parameters and values, the installation program provides the default value.
4
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
5 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as m4.2xlarge or m5.2xlarge, for your machines if you disable simultaneous multithreading.

6 9
To configure faster storage for etcd, especially for larger clusters, set the storage type as io1 and set iops to 2000.
12
If you provide your own VPC, specify subnets for each availability zone that your cluster uses.
14
The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
15
The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the https protocol and the host must trust the certificate.
16
The ID of your existing Route 53 private hosted zone. Providing an existing hosted zone requires that you supply your own VPC and the hosted zone is already associated with the VPC prior to installing your cluster. If undefined, the installation program creates a new hosted zone.
17
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

18
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

19
How to publish the user-facing endpoints of your cluster. Set publish to Internal to deploy a private cluster, which cannot be accessed from the internet. The default value is External.
21
The custom CA certificate. This is required when deploying to the AWS C2S Top Secret Region because the AWS API requires a custom CA trust bundle.
5.11.10.4. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.11.11. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    Note

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

5.11.12. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.11.13. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.11.14. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.11.15. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.11.16. Next steps

5.12. Installing a cluster on AWS China

In OpenShift Container Platform version 4.10, you can install a cluster to the following Amazon Web Services (AWS) China regions:

  • cn-north-1 (Beijing)
  • cn-northwest-1 (Ningxia)

5.12.1. Prerequisites

Important

If you have an AWS profile stored on your computer, it must not use a temporary session token that you generated while using a multi-factor authentication device. The cluster continues to use your current AWS credentials to create AWS resources for the entire life of the cluster, so you must use long-lived credentials. To generate appropriate keys, see Managing Access Keys for IAM Users in the AWS documentation. You can supply the keys when you run the installation program.

5.12.2. Installation requirements

Red Hat does not publish a Red Hat Enterprise Linux CoreOS (RHCOS) Amazon Machine Image (AMI) for the AWS China regions.

Before you can install the cluster, you must:

  • Upload a custom RHCOS AMI.
  • Manually create the installation configuration file (install-config.yaml).
  • Specify the AWS region, and the accompanying custom AMI, in the installation configuration file.

You cannot use the OpenShift Container Platform installation program to create the installation configuration file. The installer does not list an AWS region without native support for an RHCOS AMI.

5.12.3. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.12.4. Private clusters

You can deploy a private OpenShift Container Platform cluster that does not expose external endpoints. Private clusters are accessible from only an internal network and are not visible to the internet.

By default, OpenShift Container Platform is provisioned to use publicly-accessible DNS and endpoints. A private cluster sets the DNS, Ingress Controller, and API server to private when you deploy your cluster. This means that the cluster resources are only accessible from your internal network and are not visible to the internet.

Important

If the cluster has any public subnets, load balancer services created by administrators might be publicly accessible. To ensure cluster security, verify that these services are explicitly annotated as private.

To deploy a private cluster, you must:

  • Use existing networking that meets your requirements. Your cluster resources might be shared between other clusters on the network.
  • Deploy from a machine that has access to:

    • The API services for the cloud to which you provision.
    • The hosts on the network that you provision.
    • The internet to obtain installation media.

You can use any machine that meets these access requirements and follows your company’s guidelines. For example, this machine can be a bastion host on your cloud network.

Note

AWS China does not support a VPN connection between the VPC and your network. For more information about the Amazon VPC service in the Beijing and Ningxia regions, see Amazon Virtual Private Cloud in the AWS China documentation.

5.12.4.1. Private clusters in AWS

To create a private cluster on Amazon Web Services (AWS), you must provide an existing private VPC and subnets to host the cluster. The installation program must also be able to resolve the DNS records that the cluster requires. The installation program configures the Ingress Operator and API server for access from only the private network.

The cluster still requires access to internet to access the AWS APIs.

The following items are not required or created when you install a private cluster:

  • Public subnets
  • Public load balancers, which support public ingress
  • A public Route 53 zone that matches the baseDomain for the cluster

The installation program does use the baseDomain that you specify to create a private Route 53 zone and the required records for the cluster. The cluster is configured so that the Operators do not create public records for the cluster and all cluster machines are placed in the private subnets that you specify.

5.12.4.1.1. Limitations

The ability to add public functionality to a private cluster is limited.

  • You cannot make the Kubernetes API endpoints public after installation without taking additional actions, including creating public subnets in the VPC for each availability zone in use, creating a public load balancer, and configuring the control plane security groups to allow traffic from the internet on 6443 (Kubernetes API port).
  • If you use a public Service type load balancer, you must tag a public subnet in each availability zone with kubernetes.io/cluster/<cluster-infra-id>: shared so that AWS can use them to create public load balancers.

5.12.5. About using a custom VPC

In OpenShift Container Platform 4.10, you can deploy a cluster into existing subnets in an existing Amazon Virtual Private Cloud (VPC) in Amazon Web Services (AWS). By deploying OpenShift Container Platform into an existing AWS VPC, you might be able to avoid limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. If you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself, use this installation option.

Because the installation program cannot know what other components are also in your existing subnets, it cannot choose subnet CIDRs and so forth on your behalf. You must configure networking for the subnets that you install your cluster to yourself.

5.12.5.1. Requirements for using your VPC

The installation program no longer creates the following components:

  • Internet gateways
  • NAT gateways
  • Subnets
  • Route tables
  • VPCs
  • VPC DHCP options
  • VPC endpoints
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VPC, you must correctly configure it and its subnets for the installation program and the cluster to use. See Amazon VPC console wizard configurations and Work with VPCs and subnets in the AWS documentation for more information on creating and managing an AWS VPC.

The installation program cannot:

  • Subdivide network ranges for the cluster to use.
  • Set route tables for the subnets.
  • Set VPC options like DHCP.

You must complete these tasks before you install the cluster. See VPC networking components and Route tables for your VPC for more information on configuring networking in an AWS VPC.

Your VPC must meet the following characteristics:

  • The VPC must not use the kubernetes.io/cluster/.*: owned tag.

    The installation program modifies your subnets to add the kubernetes.io/cluster/.*: shared tag, so your subnets must have at least one free tag slot available for it. See Tag Restrictions in the AWS documentation to confirm that the installation program can add a tag to each subnet that you specify.

  • You must enable the enableDnsSupport and enableDnsHostnames attributes in your VPC, so that the cluster can use the Route 53 zones that are attached to the VPC to resolve cluster’s internal DNS records. See DNS Support in Your VPC in the AWS documentation.

    If you prefer to use your own Route 53 hosted private zone, you must associate the existing hosted zone with your VPC prior to installing a cluster. You can define your hosted zone using the platform.aws.hostedZone field in the install-config.yaml file.

If you are working in a disconnected environment, you are unable to reach the public IP addresses for EC2 and ELB endpoints. To resolve this, you must create a VPC endpoint and attach it to the subnet that the clusters are using. The endpoints should be named as follows:

  • ec2.<region>.amazonaws.com.cn
  • elasticloadbalancing.<region>.amazonaws.com
  • s3.<region>.amazonaws.com

Required VPC components

You must provide a suitable VPC and subnets that allow communication to your machines.

ComponentAWS typeDescription

VPC

  • AWS::EC2::VPC
  • AWS::EC2::VPCEndpoint

You must provide a public VPC for the cluster to use. The VPC uses an endpoint that references the route tables for each subnet to improve communication with the registry that is hosted in S3.

Public subnets

  • AWS::EC2::Subnet
  • AWS::EC2::SubnetNetworkAclAssociation

Your VPC must have public subnets for between 1 and 3 availability zones and associate them with appropriate Ingress rules.

Internet gateway

  • AWS::EC2::InternetGateway
  • AWS::EC2::VPCGatewayAttachment
  • AWS::EC2::RouteTable
  • AWS::EC2::Route
  • AWS::EC2::SubnetRouteTableAssociation
  • AWS::EC2::NatGateway
  • AWS::EC2::EIP

You must have a public internet gateway, with public routes, attached to the VPC. In the provided templates, each public subnet has a NAT gateway with an EIP address. These NAT gateways allow cluster resources, like private subnet instances, to reach the internet and are not required for some restricted network or proxy scenarios.

Network access control

  • AWS::EC2::NetworkAcl
  • AWS::EC2::NetworkAclEntry

You must allow the VPC to access the following ports:

Port

Reason

80

Inbound HTTP traffic

443

Inbound HTTPS traffic

22

Inbound SSH traffic

1024 - 65535

Inbound ephemeral traffic

0 - 65535

Outbound ephemeral traffic

Private subnets

  • AWS::EC2::Subnet
  • AWS::EC2::RouteTable
  • AWS::EC2::SubnetRouteTableAssociation

Your VPC can have private subnets. The provided CloudFormation templates can create private subnets for between 1 and 3 availability zones. If you use private subnets, you must provide appropriate routes and tables for them.

5.12.5.2. VPC validation

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the subnets that you specify exist.
  • You provide private subnets.
  • The subnet CIDRs belong to the machine CIDR that you specified.
  • You provide subnets for each availability zone. Each availability zone contains no more than one public and one private subnet. If you use a private cluster, provide only a private subnet for each availability zone. Otherwise, provide exactly one public and private subnet for each availability zone.
  • You provide a public subnet for each private subnet availability zone. Machines are not provisioned in availability zones that you do not provide private subnets for.

If you destroy a cluster that uses an existing VPC, the VPC is not deleted. When you remove the OpenShift Container Platform cluster from a VPC, the kubernetes.io/cluster/.*: shared tag is removed from the subnets that it used.

5.12.5.3. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resource in your clouds than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components such as VPCs, subnets, or ingress rules.

The AWS credentials that you use when you create your cluster do not need the networking permissions that are required to make VPCs and core networking components within the VPC, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as ELBs, security groups, S3 buckets, and nodes.

5.12.5.4. Isolation between clusters

If you deploy OpenShift Container Platform to an existing network, the isolation of cluster services is reduced in the following ways:

  • You can install multiple OpenShift Container Platform clusters in the same VPC.
  • ICMP ingress is allowed from the entire network.
  • TCP 22 ingress (SSH) is allowed to the entire network.
  • Control plane TCP 6443 ingress (Kubernetes API) is allowed to the entire network.
  • Control plane TCP 22623 ingress (MCS) is allowed to the entire network.

5.12.6. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

5.12.7. Uploading a custom RHCOS AMI in AWS

If you are deploying to a custom Amazon Web Services (AWS) region, you must upload a custom Red Hat Enterprise Linux CoreOS (RHCOS) Amazon Machine Image (AMI) that belongs to that region.

Prerequisites

  • You configured an AWS account.
  • You created an Amazon S3 bucket with the required IAM service role.
  • You uploaded your RHCOS VMDK file to Amazon S3. The RHCOS VMDK file must be the highest version that is less than or equal to the OpenShift Container Platform version you are installing.
  • You downloaded the AWS CLI and installed it on your computer. See Install the AWS CLI Using the Bundled Installer.

Procedure

  1. Export your AWS profile as an environment variable:

    $ export AWS_PROFILE=<aws_profile> 1
    1
    The AWS profile name that holds your AWS credentials, like beijingadmin.
  2. Export the region to associate with your custom AMI as an environment variable:

    $ export AWS_DEFAULT_REGION=<aws_region> 1
    1
    The AWS region, like cn-north-1.
  3. Export the version of RHCOS you uploaded to Amazon S3 as an environment variable:

    $ export RHCOS_VERSION=<version> 1
    1
    The RHCOS VMDK version, like 4.10.0.
  4. Export the Amazon S3 bucket name as an environment variable:

    $ export VMIMPORT_BUCKET_NAME=<s3_bucket_name>
  5. Create the containers.json file and define your RHCOS VMDK file:

    $ cat <<EOF > containers.json
    {
       "Description": "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64",
       "Format": "vmdk",
       "UserBucket": {
          "S3Bucket": "${VMIMPORT_BUCKET_NAME}",
          "S3Key": "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64.vmdk"
       }
    }
    EOF
  6. Import the RHCOS disk as an Amazon EBS snapshot:

    $ aws ec2 import-snapshot --region ${AWS_DEFAULT_REGION} \
         --description "<description>" \ 1
         --disk-container "file://<file_path>/containers.json" 2
    1
    The description of your RHCOS disk being imported, like rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64.
    2
    The file path to the JSON file describing your RHCOS disk. The JSON file should contain your Amazon S3 bucket name and key.
  7. Check the status of the image import:

    $ watch -n 5 aws ec2 describe-import-snapshot-tasks --region ${AWS_DEFAULT_REGION}

    Example output

    {
        "ImportSnapshotTasks": [
            {
                "Description": "rhcos-4.7.0-x86_64-aws.x86_64",
                "ImportTaskId": "import-snap-fh6i8uil",
                "SnapshotTaskDetail": {
                    "Description": "rhcos-4.7.0-x86_64-aws.x86_64",
                    "DiskImageSize": 819056640.0,
                    "Format": "VMDK",
                    "SnapshotId": "snap-06331325870076318",
                    "Status": "completed",
                    "UserBucket": {
                        "S3Bucket": "external-images",
                        "S3Key": "rhcos-4.7.0-x86_64-aws.x86_64.vmdk"
                    }
                }
            }
        ]
    }

    Copy the SnapshotId to register the image.

  8. Create a custom RHCOS AMI from the RHCOS snapshot:

    $ aws ec2 register-image \
       --region ${AWS_DEFAULT_REGION} \
       --architecture x86_64 \ 1
       --description "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64" \ 2
       --ena-support \
       --name "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64" \ 3
       --virtualization-type hvm \
       --root-device-name '/dev/xvda' \
       --block-device-mappings 'DeviceName=/dev/xvda,Ebs={DeleteOnTermination=true,SnapshotId=<snapshot_ID>}' 4
    1
    The RHCOS VMDK architecture type, like x86_64, s390x, or ppc64le.
    2
    The Description from the imported snapshot.
    3
    The name of the RHCOS AMI.
    4
    The SnapshotID from the imported snapshot.

To learn more about these APIs, see the AWS documentation for importing snapshots and creating EBS-backed AMIs.

5.12.8. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

5.12.9. Manually creating the installation configuration file

Installing the cluster requires that you manually generate the installation configuration file.

Prerequisites

  • You have uploaded a custom RHCOS AMI.
  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

5.12.9.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

5.12.9.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 5.42. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
5.12.9.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 5.43. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

5.12.9.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 5.44. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. The default value is External.

Setting this field to Internal is not supported on non-cloud platforms and IBM Cloud VPC.

Important

If the value of the field is set to Internal, the cluster will become non-functional. For more information, refer to BZ#1953035.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
5.12.9.2. Sample customized install-config.yaml file for AWS

You can customize the installation configuration file (install-config.yaml) to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. Use it as a resource to enter parameter values into the installation configuration file that you created manually.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Mint 2
controlPlane: 3 4
  hyperthreading: Enabled 5
  name: master
  platform:
    aws:
      zones:
      - cn-north-1a
      - cn-north-1b
      rootVolume:
        iops: 4000
        size: 500
        type: io1 6
      type: m6i.xlarge
  replicas: 3
compute: 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    aws:
      rootVolume:
        iops: 2000
        size: 500
        type: io1 9
      type: c5.4xlarge
      zones:
      - cn-north-1a
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  aws:
    region: cn-north-1 11
    userTags:
      adminContact: jdoe
      costCenter: 7536
    subnets: 12
    - subnet-1
    - subnet-2
    - subnet-3
    amiID: ami-96c6f8f7 13 14
    serviceEndpoints: 15
      - name: ec2
        url: https://vpce-id.ec2.cn-north-1.vpce.amazonaws.com.cn
    hostedZone: Z3URY6TWQ91KVV 16
fips: false 17
sshKey: ssh-ed25519 AAAA... 18
publish: Internal 19
pullSecret: '{"auths": ...}' 20
1 10 11 13 20
Required.
2
Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode, instead of having the CCO dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the Cloud Credential Operator entry in the Red Hat Operators reference content.
3 7
If you do not provide these parameters and values, the installation program provides the default value.
4
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
5 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as m4.2xlarge or m5.2xlarge, for your machines if you disable simultaneous multithreading.

6 9
To configure faster storage for etcd, especially for larger clusters, set the storage type as io1 and set iops to 2000.
12
If you provide your own VPC, specify subnets for each availability zone that your cluster uses.
14
The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
15
The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the https protocol and the host must trust the certificate.
16
The ID of your existing Route 53 private hosted zone. Providing an existing hosted zone requires that you supply your own VPC and the hosted zone is already associated with the VPC prior to installing your cluster. If undefined, the installation program creates a new hosted zone.
17
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

18
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

19
How to publish the user-facing endpoints of your cluster. Set publish to Internal to deploy a private cluster, which cannot be accessed from the internet. The default value is External.
5.12.9.3. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 5.45. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

5.12.9.4. Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.27. Machine types based on 64-bit x86 architecture

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
5.12.9.5. Tested instance types for AWS on 64-bit ARM infrastructures

The following Amazon Web Services (AWS) ARM64 instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.28. Machine types based on 64-bit ARM architecture

  • c6g.*
  • m6g.*
5.12.9.6. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

  • You have added the ec2.<region>.amazonaws.com.cn, elasticloadbalancing.<region>.amazonaws.com, and s3.<region>.amazonaws.com endpoints to your VPC endpoint. These endpoints are required to complete requests from the nodes to the AWS EC2 API. Because the proxy works on the container level, not the node level, you must route these requests to the AWS EC2 API through the AWS private network. Adding the public IP address of the EC2 API to your allowlist in your proxy server is not sufficient.

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.12.10. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    Note

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

5.12.11. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.12.12. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.12.13. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

5.12.14. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.12.15. Next steps

5.13. Installing a cluster on user-provisioned infrastructure in AWS by using CloudFormation templates

In OpenShift Container Platform version 4.10, you can install a cluster on Amazon Web Services (AWS) that uses infrastructure that you provide.

One way to create this infrastructure is to use the provided CloudFormation templates. You can modify the templates to customize your infrastructure or use the information that they contain to create AWS objects according to your company’s policies.

Important

The steps for performing a user-provisioned infrastructure installation are provided as an example only. Installing a cluster with infrastructure you provide requires knowledge of the cloud provider and the installation process of OpenShift Container Platform. Several CloudFormation templates are provided to assist in completing these steps or to help model your own. You are also free to create the required resources through other methods; the templates are just an example.

5.13.1. Prerequisites

5.13.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.13.3. Requirements for a cluster with user-provisioned infrastructure

For a cluster that contains user-provisioned infrastructure, you must deploy all of the required machines.

This section describes the requirements for deploying OpenShift Container Platform on user-provisioned infrastructure.

5.13.3.1. Required machines for cluster installation

The smallest OpenShift Container Platform clusters require the following hosts:

Table 5.46. Minimum required hosts
HostsDescription

One temporary bootstrap machine

The cluster requires the bootstrap machine to deploy the OpenShift Container Platform cluster on the three control plane machines. You can remove the bootstrap machine after you install the cluster.

Three control plane machines

The control plane machines run the Kubernetes and OpenShift Container Platform services that form the control plane.

At least two compute machines, which are also known as worker machines.

The workloads requested by OpenShift Container Platform users run on the compute machines.

Important

To maintain high availability of your cluster, use separate physical hosts for these cluster machines.

The bootstrap and control plane machines must use Red Hat Enterprise Linux CoreOS (RHCOS) as the operating system. However, the compute machines can choose between Red Hat Enterprise Linux CoreOS (RHCOS), Red Hat Enterprise Linux (RHEL) 8.4, or RHEL 8.5.

Note that RHCOS is based on Red Hat Enterprise Linux (RHEL) 8 and inherits all of its hardware certifications and requirements. See Red Hat Enterprise Linux technology capabilities and limits.

5.13.3.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 5.47. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

5.13.3.3. Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.29. Machine types based on 64-bit x86 architecture

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
5.13.3.4. Tested instance types for AWS on 64-bit ARM infrastructures

The following Amazon Web Services (AWS) ARM64 instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.30. Machine types based on 64-bit ARM architecture

  • c6g.*
  • m6g.*
5.13.3.5. Certificate signing requests management

Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager only approves the kubelet client CSRs. The machine-approver cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.

5.13.4. Required AWS infrastructure components

To install OpenShift Container Platform on user-provisioned infrastructure in Amazon Web Services (AWS), you must manually create both the machines and their supporting infrastructure.

For more information about the integration testing for different platforms, see the OpenShift Container Platform 4.x Tested Integrations page.

By using the provided CloudFormation templates, you can create stacks of AWS resources that represent the following components:

  • An AWS Virtual Private Cloud (VPC)
  • Networking and load balancing components
  • Security groups and roles
  • An OpenShift Container Platform bootstrap node
  • OpenShift Container Platform control plane nodes
  • An OpenShift Container Platform compute node

Alternatively, you can manually create the components or you can reuse existing infrastructure that meets the cluster requirements. Review the CloudFormation templates for more details about how the components interrelate.

5.13.4.1. Other infrastructure components
  • A VPC
  • DNS entries
  • Load balancers (classic or network) and listeners
  • A public and a private Route 53 zone
  • Security groups
  • IAM roles
  • S3 buckets

If you are working in a disconnected environment or use a proxy, you cannot reach the public IP addresses for EC2 and ELB endpoints. To reach these endpoints, you must create a VPC endpoint and attach it to the subnet that the clusters are using. Create the following endpoints:

  • ec2.<region>.amazonaws.com
  • elasticloadbalancing.<region>.amazonaws.com
  • s3.<region>.amazonaws.com

Required VPC components

You must provide a suitable VPC and subnets that allow communication to your machines.

ComponentAWS typeDescription

VPC

  • AWS::EC2::VPC
  • AWS::EC2::VPCEndpoint

You must provide a public VPC for the cluster to use. The VPC uses an endpoint that references the route tables for each subnet to improve communication with the registry that is hosted in S3.

Public subnets

  • AWS::EC2::Subnet
  • AWS::EC2::SubnetNetworkAclAssociation

Your VPC must have public subnets for between 1 and 3 availability zones and associate them with appropriate Ingress rules.

Internet gateway

  • AWS::EC2::InternetGateway
  • AWS::EC2::VPCGatewayAttachment
  • AWS::EC2::RouteTable
  • AWS::EC2::Route
  • AWS::EC2::SubnetRouteTableAssociation
  • AWS::EC2::NatGateway
  • AWS::EC2::EIP

You must have a public internet gateway, with public routes, attached to the VPC. In the provided templates, each public subnet has a NAT gateway with an EIP address. These NAT gateways allow cluster resources, like private subnet instances, to reach the internet and are not required for some restricted network or proxy scenarios.

Network access control

  • AWS::EC2::NetworkAcl
  • AWS::EC2::NetworkAclEntry

You must allow the VPC to access the following ports:

Port

Reason

80

Inbound HTTP traffic

443

Inbound HTTPS traffic

22

Inbound SSH traffic

1024 - 65535

Inbound ephemeral traffic

0 - 65535

Outbound ephemeral traffic

Private subnets

  • AWS::EC2::Subnet
  • AWS::EC2::RouteTable
  • AWS::EC2::SubnetRouteTableAssociation

Your VPC can have private subnets. The provided CloudFormation templates can create private subnets for between 1 and 3 availability zones. If you use private subnets, you must provide appropriate routes and tables for them.

Required DNS and load balancing components

Your DNS and load balancer configuration needs to use a public hosted zone and can use a private hosted zone similar to the one that the installation program uses if it provisions the cluster’s infrastructure. You must create a DNS entry that resolves to your load balancer. An entry for api.<cluster_name>.<domain> must point to the external load balancer, and an entry for api-int.<cluster_name>.<domain> must point to the internal load balancer.

The cluster also requires load balancers and listeners for port 6443, which are required for the Kubernetes API and its extensions, and port 22623, which are required for the Ignition config files for new machines. The targets will be the control plane nodes. Port 6443 must be accessible to both clients external to the cluster and nodes within the cluster. Port 22623 must be accessible to nodes within the cluster.

ComponentAWS typeDescription

DNS

AWS::Route53::HostedZone

The hosted zone for your internal DNS.

etcd record sets

AWS::Route53::RecordSet

The registration records for etcd for your control plane machines.

Public load balancer

AWS::ElasticLoadBalancingV2::LoadBalancer

The load balancer for your public subnets.

External API server record

AWS::Route53::RecordSetGroup

Alias records for the external API server.

External listener

AWS::ElasticLoadBalancingV2::Listener

A listener on port 6443 for the external load balancer.

External target group

AWS::ElasticLoadBalancingV2::TargetGroup

The target group for the external load balancer.

Private load balancer

AWS::ElasticLoadBalancingV2::LoadBalancer

The load balancer for your private subnets.

Internal API server record

AWS::Route53::RecordSetGroup

Alias records for the internal API server.

Internal listener

AWS::ElasticLoadBalancingV2::Listener

A listener on port 22623 for the internal load balancer.

Internal target group

AWS::ElasticLoadBalancingV2::TargetGroup

The target group for the internal load balancer.

Internal listener

AWS::ElasticLoadBalancingV2::Listener

A listener on port 6443 for the internal load balancer.

Internal target group

AWS::ElasticLoadBalancingV2::TargetGroup

The target group for the internal load balancer.

Security groups

The control plane and worker machines require access to the following ports:

GroupTypeIP ProtocolPort range

MasterSecurityGroup

AWS::EC2::SecurityGroup

icmp

0

tcp

22

tcp

6443

tcp

22623

WorkerSecurityGroup

AWS::EC2::SecurityGroup

icmp

0

tcp

22

BootstrapSecurityGroup

AWS::EC2::SecurityGroup

tcp

22

tcp

19531

Control plane Ingress

The control plane machines require the following Ingress groups. Each Ingress group is a AWS::EC2::SecurityGroupIngress resource.

Ingress groupDescriptionIP protocolPort range

MasterIngressEtcd

etcd

tcp

2379- 2380

MasterIngressVxlan

Vxlan packets

udp

4789

MasterIngressWorkerVxlan

Vxlan packets

udp

4789

MasterIngressInternal

Internal cluster communication and Kubernetes proxy metrics

tcp

9000 - 9999

MasterIngressWorkerInternal

Internal cluster communication

tcp

9000 - 9999

MasterIngressKube

Kubernetes kubelet, scheduler and controller manager

tcp

10250 - 10259

MasterIngressWorkerKube

Kubernetes kubelet, scheduler and controller manager

tcp

10250 - 10259

MasterIngressIngressServices

Kubernetes Ingress services

tcp

30000 - 32767

MasterIngressWorkerIngressServices

Kubernetes Ingress services

tcp

30000 - 32767

MasterIngressGeneve

Geneve packets

udp

6081

MasterIngressWorkerGeneve

Geneve packets

udp

6081

MasterIngressIpsecIke

IPsec IKE packets

udp

500

MasterIngressWorkerIpsecIke

IPsec IKE packets

udp

500

MasterIngressIpsecNat

IPsec NAT-T packets

udp

4500

MasterIngressWorkerIpsecNat

IPsec NAT-T packets

udp

4500

MasterIngressIpsecEsp

IPsec ESP packets

50

All

MasterIngressWorkerIpsecEsp

IPsec ESP packets

50

All

MasterIngressInternalUDP

Internal cluster communication

udp

9000 - 9999

MasterIngressWorkerInternalUDP

Internal cluster communication

udp

9000 - 9999

MasterIngressIngressServicesUDP

Kubernetes Ingress services

udp

30000 - 32767

MasterIngressWorkerIngressServicesUDP

Kubernetes Ingress services

udp

30000 - 32767

Worker Ingress

The worker machines require the following Ingress groups. Each Ingress group is a AWS::EC2::SecurityGroupIngress resource.

Ingress groupDescriptionIP protocolPort range

WorkerIngressVxlan

Vxlan packets

udp

4789

WorkerIngressWorkerVxlan

Vxlan packets

udp

4789

WorkerIngressInternal

Internal cluster communication

tcp

9000 - 9999

WorkerIngressWorkerInternal

Internal cluster communication

tcp

9000 - 9999

WorkerIngressKube

Kubernetes kubelet, scheduler, and controller manager

tcp

10250

WorkerIngressWorkerKube

Kubernetes kubelet, scheduler, and controller manager

tcp

10250

WorkerIngressIngressServices

Kubernetes Ingress services

tcp

30000 - 32767

WorkerIngressWorkerIngressServices

Kubernetes Ingress services

tcp

30000 - 32767

WorkerIngressGeneve

Geneve packets

udp

6081

WorkerIngressMasterGeneve

Geneve packets

udp

6081

WorkerIngressIpsecIke

IPsec IKE packets

udp

500

WorkerIngressMasterIpsecIke

IPsec IKE packets

udp

500

WorkerIngressIpsecNat

IPsec NAT-T packets

udp

4500

WorkerIngressMasterIpsecNat

IPsec NAT-T packets

udp

4500

WorkerIngressIpsecEsp

IPsec ESP packets

50

All

WorkerIngressMasterIpsecEsp

IPsec ESP packets

50

All

WorkerIngressInternalUDP

Internal cluster communication

udp

9000 - 9999

WorkerIngressMasterInternalUDP

Internal cluster communication

udp

9000 - 9999

WorkerIngressIngressServicesUDP

Kubernetes Ingress services

udp

30000 - 32767

WorkerIngressMasterIngressServicesUDP

Kubernetes Ingress services

udp

30000 - 32767

Roles and instance profiles

You must grant the machines permissions in AWS. The provided CloudFormation templates grant the machines Allow permissions for the following AWS::IAM::Role objects and provide a AWS::IAM::InstanceProfile for each set of roles. If you do not use the templates, you can grant the machines the following broad permissions or the following individual permissions.

RoleEffectActionResource

Master

Allow

ec2:*

*

Allow

elasticloadbalancing:*

*

Allow

iam:PassRole

*

Allow

s3:GetObject

*

Worker

Allow

ec2:Describe*

*

Bootstrap

Allow

ec2:Describe*

*

Allow

ec2:AttachVolume

*

Allow

ec2:DetachVolume

*

5.13.4.2. Cluster machines

You need AWS::EC2::Instance objects for the following machines:

  • A bootstrap machine. This machine is required during installation, but you can remove it after your cluster deploys.
  • Three control plane machines. The control plane machines are not governed by a machine set.
  • Compute machines. You must create at least two compute machines, which are also known as worker machines, during installation. These machines are not governed by a machine set.
5.13.4.3. Required AWS permissions for the IAM user
Note

Your IAM user must have the permission tag:GetResources in the region us-east-1 to delete the base cluster resources. As part of the AWS API requirement, the OpenShift Container Platform installation program performs various actions in this region.

When you attach the AdministratorAccess policy to the IAM user that you create in Amazon Web Services (AWS), you grant that user all of the required permissions. To deploy all components of an OpenShift Container Platform cluster, the IAM user requires the following permissions:

Example 5.31. Required EC2 permissions for installation

  • ec2:AuthorizeSecurityGroupEgress
  • ec2:AuthorizeSecurityGroupIngress
  • ec2:CopyImage
  • ec2:CreateNetworkInterface
  • ec2:AttachNetworkInterface
  • ec2:CreateSecurityGroup
  • ec2:CreateTags
  • ec2:CreateVolume
  • ec2:DeleteSecurityGroup
  • ec2:DeleteSnapshot
  • ec2:DeleteTags
  • ec2:DeregisterImage
  • ec2:DescribeAccountAttributes
  • ec2:DescribeAddresses
  • ec2:DescribeAvailabilityZones
  • ec2:DescribeDhcpOptions
  • ec2:DescribeImages
  • ec2:DescribeInstanceAttribute
  • ec2:DescribeInstanceCreditSpecifications
  • ec2:DescribeInstances
  • ec2:DescribeInstanceTypes
  • ec2:DescribeInternetGateways
  • ec2:DescribeKeyPairs
  • ec2:DescribeNatGateways
  • ec2:DescribeNetworkAcls
  • ec2:DescribeNetworkInterfaces
  • ec2:DescribePrefixLists
  • ec2:DescribeRegions
  • ec2:DescribeRouteTables
  • ec2:DescribeSecurityGroups
  • ec2:DescribeSubnets
  • ec2:DescribeTags
  • ec2:DescribeVolumes
  • ec2:DescribeVpcAttribute
  • ec2:DescribeVpcClassicLink
  • ec2:DescribeVpcClassicLinkDnsSupport
  • ec2:DescribeVpcEndpoints
  • ec2:DescribeVpcs
  • ec2:GetEbsDefaultKmsKeyId
  • ec2:ModifyInstanceAttribute
  • ec2:ModifyNetworkInterfaceAttribute
  • ec2:RevokeSecurityGroupEgress
  • ec2:RevokeSecurityGroupIngress
  • ec2:RunInstances
  • ec2:TerminateInstances

Example 5.32. Required permissions for creating network resources during installation

  • ec2:AllocateAddress
  • ec2:AssociateAddress
  • ec2:AssociateDhcpOptions
  • ec2:AssociateRouteTable
  • ec2:AttachInternetGateway
  • ec2:CreateDhcpOptions
  • ec2:CreateInternetGateway
  • ec2:CreateNatGateway
  • ec2:CreateRoute
  • ec2:CreateRouteTable
  • ec2:CreateSubnet
  • ec2:CreateVpc
  • ec2:CreateVpcEndpoint
  • ec2:ModifySubnetAttribute
  • ec2:ModifyVpcAttribute
Note

If you use an existing VPC, your account does not require these permissions for creating network resources.

Example 5.33. Required Elastic Load Balancing permissions (ELB) for installation

  • elasticloadbalancing:AddTags
  • elasticloadbalancing:ApplySecurityGroupsToLoadBalancer
  • elasticloadbalancing:AttachLoadBalancerToSubnets
  • elasticloadbalancing:ConfigureHealthCheck
  • elasticloadbalancing:CreateLoadBalancer
  • elasticloadbalancing:CreateLoadBalancerListeners
  • elasticloadbalancing:DeleteLoadBalancer
  • elasticloadbalancing:DeregisterInstancesFromLoadBalancer
  • elasticloadbalancing:DescribeInstanceHealth
  • elasticloadbalancing:DescribeLoadBalancerAttributes
  • elasticloadbalancing:DescribeLoadBalancers
  • elasticloadbalancing:DescribeTags
  • elasticloadbalancing:ModifyLoadBalancerAttributes
  • elasticloadbalancing:RegisterInstancesWithLoadBalancer
  • elasticloadbalancing:SetLoadBalancerPoliciesOfListener

Example 5.34. Required Elastic Load Balancing permissions (ELBv2) for installation

  • elasticloadbalancing:AddTags
  • elasticloadbalancing:CreateListener
  • elasticloadbalancing:CreateLoadBalancer
  • elasticloadbalancing:CreateTargetGroup
  • elasticloadbalancing:DeleteLoadBalancer
  • elasticloadbalancing:DeregisterTargets
  • elasticloadbalancing:DescribeListeners
  • elasticloadbalancing:DescribeLoadBalancerAttributes
  • elasticloadbalancing:DescribeLoadBalancers
  • elasticloadbalancing:DescribeTargetGroupAttributes
  • elasticloadbalancing:DescribeTargetHealth
  • elasticloadbalancing:ModifyLoadBalancerAttributes
  • elasticloadbalancing:ModifyTargetGroup
  • elasticloadbalancing:ModifyTargetGroupAttributes
  • elasticloadbalancing:RegisterTargets

Example 5.35. Required IAM permissions for installation

  • iam:AddRoleToInstanceProfile
  • iam:CreateInstanceProfile
  • iam:CreateRole
  • iam:DeleteInstanceProfile
  • iam:DeleteRole
  • iam:DeleteRolePolicy
  • iam:GetInstanceProfile
  • iam:GetRole
  • iam:GetRolePolicy
  • iam:GetUser
  • iam:ListInstanceProfilesForRole
  • iam:ListRoles
  • iam:ListUsers
  • iam:PassRole
  • iam:PutRolePolicy
  • iam:RemoveRoleFromInstanceProfile
  • iam:SimulatePrincipalPolicy
  • iam:TagRole
Note

If you have not created an elastic load balancer (ELB) in your AWS account, the IAM user also requires the iam:CreateServiceLinkedRole permission.

Example 5.36. Required Route 53 permissions for installation

  • route53:ChangeResourceRecordSets
  • route53:ChangeTagsForResource
  • route53:CreateHostedZone
  • route53:DeleteHostedZone
  • route53:GetChange
  • route53:GetHostedZone
  • route53:ListHostedZones
  • route53:ListHostedZonesByName
  • route53:ListResourceRecordSets
  • route53:ListTagsForResource
  • route53:UpdateHostedZoneComment

Example 5.37. Required S3 permissions for installation

  • s3:CreateBucket
  • s3:DeleteBucket
  • s3:GetAccelerateConfiguration
  • s3:GetBucketAcl
  • s3:GetBucketCors
  • s3:GetBucketLocation
  • s3:GetBucketLogging
  • s3:GetBucketObjectLockConfiguration
  • s3:GetBucketReplication
  • s3:GetBucketRequestPayment
  • s3:GetBucketTagging
  • s3:GetBucketVersioning
  • s3:GetBucketWebsite
  • s3:GetEncryptionConfiguration
  • s3:GetLifecycleConfiguration
  • s3:GetReplicationConfiguration
  • s3:ListBucket
  • s3:PutBucketAcl
  • s3:PutBucketTagging
  • s3:PutEncryptionConfiguration

Example 5.38. S3 permissions that cluster Operators require

  • s3:DeleteObject
  • s3:GetObject
  • s3:GetObjectAcl
  • s3:GetObjectTagging
  • s3:GetObjectVersion
  • s3:PutObject
  • s3:PutObjectAcl
  • s3:PutObjectTagging

Example 5.39. Required permissions to delete base cluster resources

  • autoscaling:DescribeAutoScalingGroups
  • ec2:DeleteNetworkInterface
  • ec2:DeleteVolume
  • elasticloadbalancing:DeleteTargetGroup
  • elasticloadbalancing:DescribeTargetGroups
  • iam:DeleteAccessKey
  • iam:DeleteUser
  • iam:ListAttachedRolePolicies
  • iam:ListInstanceProfiles
  • iam:ListRolePolicies
  • iam:ListUserPolicies
  • s3:DeleteObject
  • s3:ListBucketVersions
  • tag:GetResources

Example 5.40. Required permissions to delete network resources

  • ec2:DeleteDhcpOptions
  • ec2:DeleteInternetGateway
  • ec2:DeleteNatGateway
  • ec2:DeleteRoute
  • ec2:DeleteRouteTable
  • ec2:DeleteSubnet
  • ec2:DeleteVpc
  • ec2:DeleteVpcEndpoints
  • ec2:DetachInternetGateway
  • ec2:DisassociateRouteTable
  • ec2:ReleaseAddress
  • ec2:ReplaceRouteTableAssociation
Note

If you use an existing VPC, your account does not require these permissions to delete network resources. Instead, your account only requires the tag:UntagResources permission to delete network resources.

Example 5.41. Required permissions to delete a cluster with shared instance roles

  • iam:UntagRole

Example 5.42. Additional IAM and S3 permissions that are required to create manifests

  • iam:DeleteAccessKey
  • iam:DeleteUser
  • iam:DeleteUserPolicy
  • iam:GetUserPolicy
  • iam:ListAccessKeys
  • iam:PutUserPolicy
  • iam:TagUser
  • s3:PutBucketPublicAccessBlock
  • s3:GetBucketPublicAccessBlock
  • s3:PutLifecycleConfiguration
  • s3:HeadBucket
  • s3:ListBucketMultipartUploads
  • s3:AbortMultipartUpload
Note

If you are managing your cloud provider credentials with mint mode, the IAM user also requires the iam:CreateAccessKey and iam:CreateUser permissions.

Example 5.43. Optional permissions for instance and quota checks for installation

  • ec2:DescribeInstanceTypeOfferings
  • servicequotas:ListAWSDefaultServiceQuotas

5.13.5. Obtaining an AWS Marketplace image

If you are deploying an OpenShift Container Platform cluster using an AWS Marketplace image, you must first subscribe through AWS. Subscribing to the offer provides you with the AMI ID that the installation program uses to deploy worker nodes.

Prerequisites

  • You have an AWS account to purchase the offer. This account does not have to be the same account that is used to install the cluster.

Procedure

  1. Complete the OpenShift Container Platform subscription from the AWS Marketplace.
  2. Record the AMI ID for your specific region. If you use the CloudFormation template to deploy your worker nodes, you must update the worker0.type.properties.ImageID parameter with this value.

5.13.6. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

5.13.7. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program. If you install a cluster on infrastructure that you provision, you must provide the key to the installation program.

5.13.8. Creating the installation files for AWS

To install OpenShift Container Platform on Amazon Web Services (AWS) using user-provisioned infrastructure, you must generate the files that the installation program needs to deploy your cluster and modify them so that the cluster creates only the machines that it will use. You generate and customize the install-config.yaml file, Kubernetes manifests, and Ignition config files. You also have the option to first set up a separate var partition during the preparation phases of installation.

5.13.8.1. Optional: Creating a separate /var partition

It is recommended that disk partitioning for OpenShift Container Platform be left to the installer. However, there are cases where you might want to create separate partitions in a part of the filesystem that you expect to grow.

OpenShift Container Platform supports the addition of a single partition to attach storage to either the /var partition or a subdirectory of /var. For example:

  • /var/lib/containers: Holds container-related content that can grow as more images and containers are added to a system.
  • /var/lib/etcd: Holds data that you might want to keep separate for purposes such as performance optimization of etcd storage.
  • /var: Holds data that you might want to keep separate for purposes such as auditing.

Storing the contents of a /var directory separately makes it easier to grow storage for those areas as needed and reinstall OpenShift Container Platform at a later date and keep that data intact. With this method, you will not have to pull all your containers again, nor will you have to copy massive log files when you update systems.

Because /var must be in place before a fresh installation of Red Hat Enterprise Linux CoreOS (RHCOS), the following procedure sets up the separate /var partition by creating a machine config manifest that is inserted during the openshift-install preparation phases of an OpenShift Container Platform installation.

Important

If you follow the steps to create a separate /var partition in this procedure, it is not necessary to create the Kubernetes manifest and Ignition config files again as described later in this section.

Procedure

  1. Create a directory to hold the OpenShift Container Platform installation files:

    $ mkdir $HOME/clusterconfig
  2. Run openshift-install to create a set of files in the manifest and openshift subdirectories. Answer the system questions as you are prompted:

    $ openshift-install create manifests --dir $HOME/clusterconfig

    Example output

    ? SSH Public Key ...
    INFO Credentials loaded from the "myprofile" profile in file "/home/myuser/.aws/credentials"
    INFO Consuming Install Config from target directory
    INFO Manifests created in: $HOME/clusterconfig/manifests and $HOME/clusterconfig/openshift

  3. Optional: Confirm that the installation program created manifests in the clusterconfig/openshift directory:

    $ ls $HOME/clusterconfig/openshift/

    Example output

    99_kubeadmin-password-secret.yaml
    99_openshift-cluster-api_master-machines-0.yaml
    99_openshift-cluster-api_master-machines-1.yaml
    99_openshift-cluster-api_master-machines-2.yaml
    ...

  4. Create a Butane config that configures the additional partition. For example, name the file $HOME/clusterconfig/98-var-partition.bu, change the disk device name to the name of the storage device on the worker systems, and set the storage size as appropriate. This example places the /var directory on a separate partition:

    variant: openshift
    version: 4.10.0
    metadata:
      labels:
        machineconfiguration.openshift.io/role: worker
      name: 98-var-partition
    storage:
      disks:
      - device: /dev/<device_name> 1
        partitions:
        - label: var
          start_mib: <partition_start_offset> 2
          size_mib: <partition_size> 3
      filesystems:
        - device: /dev/disk/by-partlabel/var
          path: /var
          format: xfs
          mount_options: [defaults, prjquota] 4
          with_mount_unit: true
    1
    The storage device name of the disk that you want to partition.
    2
    When adding a data partition to the boot disk, a minimum value of 25000 MiB (Mebibytes) is recommended. The root file system is automatically resized to fill all available space up to the specified offset. If no value is specified, or if the specified value is smaller than the recommended minimum, the resulting root file system will be too small, and future reinstalls of RHCOS might overwrite the beginning of the data partition.
    3
    The size of the data partition in mebibytes.
    4
    The prjquota mount option must be enabled for filesystems used for container storage.
    Note

    When creating a separate /var partition, you cannot use different instance types for worker nodes, if the different instance types do not have the same device name.

  5. Create a manifest from the Butane config and save it to the clusterconfig/openshift directory. For example, run the following command:

    $ butane $HOME/clusterconfig/98-var-partition.bu -o $HOME/clusterconfig/openshift/98-var-partition.yaml
  6. Run openshift-install again to create Ignition configs from a set of files in the manifest and openshift subdirectories:

    $ openshift-install create ignition-configs --dir $HOME/clusterconfig
    $ ls $HOME/clusterconfig/
    auth  bootstrap.ign  master.ign  metadata.json  worker.ign

Now you can use the Ignition config files as input to the installation procedures to install Red Hat Enterprise Linux CoreOS (RHCOS) systems.

5.13.8.2. Creating the installation configuration file

Generate and customize the installation configuration file that the installation program needs to deploy your cluster.

Prerequisites

  • You obtained the OpenShift Container Platform installation program for user-provisioned infrastructure and the pull secret for your cluster.
  • You checked that you are deploying your cluster to a region with an accompanying Red Hat Enterprise Linux CoreOS (RHCOS) AMI published by Red Hat. If you are deploying to a region that requires a custom AMI, such as an AWS GovCloud region, you must create the install-config.yaml file manually.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select aws as the platform to target.
      3. If you do not have an AWS profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.

        Note

        The AWS access key ID and secret access key are stored in ~/.aws/credentials in the home directory of the current user on the installation host. You are prompted for the credentials by the installation program if the credentials for the exported profile are not present in the file. Any credentials that you provide to the installation program are stored in the file.

      4. Select the AWS region to deploy the cluster to.
      5. Select the base domain for the Route 53 service that you configured for your cluster.
      6. Enter a descriptive name for your cluster.
      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Optional: Back up the install-config.yaml file.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

Additional resources

5.13.8.3. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

  • You have added the ec2.<region>.amazonaws.com, elasticloadbalancing.<region>.amazonaws.com, and s3.<region>.amazonaws.com endpoints to your VPC endpoint. These endpoints are required to complete requests from the nodes to the AWS EC2 API. Because the proxy works on the container level, not the node level, you must route these requests to the AWS EC2 API through the AWS private network. Adding the public IP address of the EC2 API to your allowlist in your proxy server is not sufficient.

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.13.8.4. Creating the Kubernetes manifest and Ignition config files

Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.

The installation configuration file transforms into the Kubernetes manifests. The manifests wrap into the Ignition configuration files, which are later used to configure the cluster machines.

Important
  • The Ignition config files that the OpenShift Container Platform installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
  • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

Prerequisites

  • You obtained the OpenShift Container Platform installation program.
  • You created the install-config.yaml installation configuration file.

Procedure

  1. Change to the directory that contains the OpenShift Container Platform installation program and generate the Kubernetes manifests for the cluster:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    For <installation_directory>, specify the installation directory that contains the install-config.yaml file you created.
  2. Remove the Kubernetes manifest files that define the control plane machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_master-machines-*.yaml

    By removing these files, you prevent the cluster from automatically generating control plane machines.

  3. Remove the Kubernetes manifest files that define the worker machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_worker-machineset-*.yaml

    Because you create and manage the worker machines yourself, you do not need to initialize these machines.

  4. Check that the mastersSchedulable parameter in the <installation_directory>/manifests/cluster-scheduler-02-config.yml Kubernetes manifest file is set to false. This setting prevents pods from being scheduled on the control plane machines:

    1. Open the <installation_directory>/manifests/cluster-scheduler-02-config.yml file.
    2. Locate the mastersSchedulable parameter and ensure that it is set to false.
    3. Save and exit the file.
  5. Optional: If you do not want the Ingress Operator to create DNS records on your behalf, remove the privateZone and publicZone sections from the <installation_directory>/manifests/cluster-dns-02-config.yml DNS configuration file:

    apiVersion: config.openshift.io/v1
    kind: DNS
    metadata:
      creationTimestamp: null
      name: cluster
    spec:
      baseDomain: example.openshift.com
      privateZone: 1
        id: mycluster-100419-private-zone
      publicZone: 2
        id: example.openshift.com
    status: {}
    1 2
    Remove this section completely.

    If you do so, you must add ingress DNS records manually in a later step.

  6. To create the Ignition configuration files, run the following command from the directory that contains the installation program:

    $ ./openshift-install create ignition-configs --dir <installation_directory> 1
    1
    For <installation_directory>, specify the same installation directory.

    Ignition config files are created for the bootstrap, control plane, and compute nodes in the installation directory. The kubeadmin-password and kubeconfig files are created in the ./<installation_directory>/auth directory:

    .
    ├── auth
    │   ├── kubeadmin-password
    │   └── kubeconfig
    ├── bootstrap.ign
    ├── master.ign
    ├── metadata.json
    └── worker.ign

5.13.9. Extracting the infrastructure name

The Ignition config files contain a unique cluster identifier that you can use to uniquely identify your cluster in Amazon Web Services (AWS). The infrastructure name is also used to locate the appropriate AWS resources during an OpenShift Container Platform installation. The provided CloudFormation templates contain references to this infrastructure name, so you must extract it.

Prerequisites

  • You obtained the OpenShift Container Platform installation program and the pull secret for your cluster.
  • You generated the Ignition config files for your cluster.
  • You installed the jq package.

Procedure

  • To extract and view the infrastructure name from the Ignition config file metadata, run the following command:

    $ jq -r .infraID <installation_directory>/metadata.json 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

    openshift-vw9j6 1

    1
    The output of this command is your cluster name and a random string.

5.13.10. Creating a VPC in AWS

You must create a Virtual Private Cloud (VPC) in Amazon Web Services (AWS) for your OpenShift Container Platform cluster to use. You can customize the VPC to meet your requirements, including VPN and route tables.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources that represent the VPC.

Note

If you do not use the provided CloudFormation template to create your AWS infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.

Procedure

  1. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "VpcCidr", 1
        "ParameterValue": "10.0.0.0/16" 2
      },
      {
        "ParameterKey": "AvailabilityZoneCount", 3
        "ParameterValue": "1" 4
      },
      {
        "ParameterKey": "SubnetBits", 5
        "ParameterValue": "12" 6
      }
    ]
    1
    The CIDR block for the VPC.
    2
    Specify a CIDR block in the format x.x.x.x/16-24.
    3
    The number of availability zones to deploy the VPC in.
    4
    Specify an integer between 1 and 3.
    5
    The size of each subnet in each availability zone.
    6
    Specify an integer between 5 and 13, where 5 is /27 and 13 is /19.
  2. Copy the template from the CloudFormation template for the VPC section of this topic and save it as a YAML file on your computer. This template describes the VPC that your cluster requires.
  3. Launch the CloudFormation template to create a stack of AWS resources that represent the VPC:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
    1
    <name> is the name for the CloudFormation stack, such as cluster-vpc. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-vpc/dbedae40-2fd3-11eb-820e-12a48460849f

  4. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>

    After the StackStatus displays CREATE_COMPLETE, the output displays values for the following parameters. You must provide these parameter values to the other CloudFormation templates that you run to create your cluster:

    VpcId

    The ID of your VPC.

    PublicSubnetIds

    The IDs of the new public subnets.

    PrivateSubnetIds

    The IDs of the new private subnets.

5.13.10.1. CloudFormation template for the VPC

You can use the following CloudFormation template to deploy the VPC that you need for your OpenShift Container Platform cluster.

Example 5.44. CloudFormation template for the VPC

AWSTemplateFormatVersion: 2010-09-09
Description: Template for Best Practice VPC with 1-3 AZs

Parameters:
  VpcCidr:
    AllowedPattern: ^(([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])\.){3}([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])(\/(1[6-9]|2[0-4]))$
    ConstraintDescription: CIDR block parameter must be in the form x.x.x.x/16-24.
    Default: 10.0.0.0/16
    Description: CIDR block for VPC.
    Type: String
  AvailabilityZoneCount:
    ConstraintDescription: "The number of availability zones. (Min: 1, Max: 3)"
    MinValue: 1
    MaxValue: 3
    Default: 1
    Description: "How many AZs to create VPC subnets for. (Min: 1, Max: 3)"
    Type: Number
  SubnetBits:
    ConstraintDescription: CIDR block parameter must be in the form x.x.x.x/19-27.
    MinValue: 5
    MaxValue: 13
    Default: 12
    Description: "Size of each subnet to create within the availability zones. (Min: 5 = /27, Max: 13 = /19)"
    Type: Number

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcCidr
      - SubnetBits
    - Label:
        default: "Availability Zones"
      Parameters:
      - AvailabilityZoneCount
    ParameterLabels:
      AvailabilityZoneCount:
        default: "Availability Zone Count"
      VpcCidr:
        default: "VPC CIDR"
      SubnetBits:
        default: "Bits Per Subnet"

Conditions:
  DoAz3: !Equals [3, !Ref AvailabilityZoneCount]
  DoAz2: !Or [!Equals [2, !Ref AvailabilityZoneCount], Condition: DoAz3]

Resources:
  VPC:
    Type: "AWS::EC2::VPC"
    Properties:
      EnableDnsSupport: "true"
      EnableDnsHostnames: "true"
      CidrBlock: !Ref VpcCidr
  PublicSubnet:
    Type: "AWS::EC2::Subnet"
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [0, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 0
      - Fn::GetAZs: !Ref "AWS::Region"
  PublicSubnet2:
    Type: "AWS::EC2::Subnet"
    Condition: DoAz2
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [1, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 1
      - Fn::GetAZs: !Ref "AWS::Region"
  PublicSubnet3:
    Type: "AWS::EC2::Subnet"
    Condition: DoAz3
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [2, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 2
      - Fn::GetAZs: !Ref "AWS::Region"
  InternetGateway:
    Type: "AWS::EC2::InternetGateway"
  GatewayToInternet:
    Type: "AWS::EC2::VPCGatewayAttachment"
    Properties:
      VpcId: !Ref VPC
      InternetGatewayId: !Ref InternetGateway
  PublicRouteTable:
    Type: "AWS::EC2::RouteTable"
    Properties:
      VpcId: !Ref VPC
  PublicRoute:
    Type: "AWS::EC2::Route"
    DependsOn: GatewayToInternet
    Properties:
      RouteTableId: !Ref PublicRouteTable
      DestinationCidrBlock: 0.0.0.0/0
      GatewayId: !Ref InternetGateway
  PublicSubnetRouteTableAssociation:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Properties:
      SubnetId: !Ref PublicSubnet
      RouteTableId: !Ref PublicRouteTable
  PublicSubnetRouteTableAssociation2:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Condition: DoAz2
    Properties:
      SubnetId: !Ref PublicSubnet2
      RouteTableId: !Ref PublicRouteTable
  PublicSubnetRouteTableAssociation3:
    Condition: DoAz3
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Properties:
      SubnetId: !Ref PublicSubnet3
      RouteTableId: !Ref PublicRouteTable
  PrivateSubnet:
    Type: "AWS::EC2::Subnet"
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [3, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 0
      - Fn::GetAZs: !Ref "AWS::Region"
  PrivateRouteTable:
    Type: "AWS::EC2::RouteTable"
    Properties:
      VpcId: !Ref VPC
  PrivateSubnetRouteTableAssociation:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Properties:
      SubnetId: !Ref PrivateSubnet
      RouteTableId: !Ref PrivateRouteTable
  NAT:
    DependsOn:
    - GatewayToInternet
    Type: "AWS::EC2::NatGateway"
    Properties:
      AllocationId:
        "Fn::GetAtt":
        - EIP
        - AllocationId
      SubnetId: !Ref PublicSubnet
  EIP:
    Type: "AWS::EC2::EIP"
    Properties:
      Domain: vpc
  Route:
    Type: "AWS::EC2::Route"
    Properties:
      RouteTableId:
        Ref: PrivateRouteTable
      DestinationCidrBlock: 0.0.0.0/0
      NatGatewayId:
        Ref: NAT
  PrivateSubnet2:
    Type: "AWS::EC2::Subnet"
    Condition: DoAz2
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [4, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 1
      - Fn::GetAZs: !Ref "AWS::Region"
  PrivateRouteTable2:
    Type: "AWS::EC2::RouteTable"
    Condition: DoAz2
    Properties:
      VpcId: !Ref VPC
  PrivateSubnetRouteTableAssociation2:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Condition: DoAz2
    Properties:
      SubnetId: !Ref PrivateSubnet2
      RouteTableId: !Ref PrivateRouteTable2
  NAT2:
    DependsOn:
    - GatewayToInternet
    Type: "AWS::EC2::NatGateway"
    Condition: DoAz2
    Properties:
      AllocationId:
        "Fn::GetAtt":
        - EIP2
        - AllocationId
      SubnetId: !Ref PublicSubnet2
  EIP2:
    Type: "AWS::EC2::EIP"
    Condition: DoAz2
    Properties:
      Domain: vpc
  Route2:
    Type: "AWS::EC2::Route"
    Condition: DoAz2
    Properties:
      RouteTableId:
        Ref: PrivateRouteTable2
      DestinationCidrBlock: 0.0.0.0/0
      NatGatewayId:
        Ref: NAT2
  PrivateSubnet3:
    Type: "AWS::EC2::Subnet"
    Condition: DoAz3
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [5, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 2
      - Fn::GetAZs: !Ref "AWS::Region"
  PrivateRouteTable3:
    Type: "AWS::EC2::RouteTable"
    Condition: DoAz3
    Properties:
      VpcId: !Ref VPC
  PrivateSubnetRouteTableAssociation3:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Condition: DoAz3
    Properties:
      SubnetId: !Ref PrivateSubnet3
      RouteTableId: !Ref PrivateRouteTable3
  NAT3:
    DependsOn:
    - GatewayToInternet
    Type: "AWS::EC2::NatGateway"
    Condition: DoAz3
    Properties:
      AllocationId:
        "Fn::GetAtt":
        - EIP3
        - AllocationId
      SubnetId: !Ref PublicSubnet3
  EIP3:
    Type: "AWS::EC2::EIP"
    Condition: DoAz3
    Properties:
      Domain: vpc
  Route3:
    Type: "AWS::EC2::Route"
    Condition: DoAz3
    Properties:
      RouteTableId:
        Ref: PrivateRouteTable3
      DestinationCidrBlock: 0.0.0.0/0
      NatGatewayId:
        Ref: NAT3
  S3Endpoint:
    Type: AWS::EC2::VPCEndpoint
    Properties:
      PolicyDocument:
        Version: 2012-10-17
        Statement:
        - Effect: Allow
          Principal: '*'
          Action:
          - '*'
          Resource:
          - '*'
      RouteTableIds:
      - !Ref PublicRouteTable
      - !Ref PrivateRouteTable
      - !If [DoAz2, !Ref PrivateRouteTable2, !Ref "AWS::NoValue"]
      - !If [DoAz3, !Ref PrivateRouteTable3, !Ref "AWS::NoValue"]
      ServiceName: !Join
      - ''
      - - com.amazonaws.
        - !Ref 'AWS::Region'
        - .s3
      VpcId: !Ref VPC

Outputs:
  VpcId:
    Description: ID of the new VPC.
    Value: !Ref VPC
  PublicSubnetIds:
    Description: Subnet IDs of the public subnets.
    Value:
      !Join [
        ",",
        [!Ref PublicSubnet, !If [DoAz2, !Ref PublicSubnet2, !Ref "AWS::NoValue"], !If [DoAz3, !Ref PublicSubnet3, !Ref "AWS::NoValue"]]
      ]
  PrivateSubnetIds:
    Description: Subnet IDs of the private subnets.
    Value:
      !Join [
        ",",
        [!Ref PrivateSubnet, !If [DoAz2, !Ref PrivateSubnet2, !Ref "AWS::NoValue"], !If [DoAz3, !Ref PrivateSubnet3, !Ref "AWS::NoValue"]]
      ]

Additional resources

5.13.11. Creating networking and load balancing components in AWS

You must configure networking and classic or network load balancing in Amazon Web Services (AWS) that your OpenShift Container Platform cluster can use.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources. The stack represents the networking and load balancing components that your OpenShift Container Platform cluster requires. The template also creates a hosted zone and subnet tags.

You can run the template multiple times within a single Virtual Private Cloud (VPC).

Note

If you do not use the provided CloudFormation template to create your AWS infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.

Procedure

  1. Obtain the hosted zone ID for the Route 53 base domain that you specified in the install-config.yaml file for your cluster. You can obtain details about your hosted zone by running the following command:

    $ aws route53 list-hosted-zones-by-name --dns-name <route53_domain> 1
    1
    For the <route53_domain>, specify the Route 53 base domain that you used when you generated the install-config.yaml file for the cluster.

    Example output

    mycluster.example.com.	False	100
    HOSTEDZONES	65F8F38E-2268-B835-E15C-AB55336FCBFA	/hostedzone/Z21IXYZABCZ2A4	mycluster.example.com.	10

    In the example output, the hosted zone ID is Z21IXYZABCZ2A4.

  2. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "ClusterName", 1
        "ParameterValue": "mycluster" 2
      },
      {
        "ParameterKey": "InfrastructureName", 3
        "ParameterValue": "mycluster-<random_string>" 4
      },
      {
        "ParameterKey": "HostedZoneId", 5
        "ParameterValue": "<random_string>" 6
      },
      {
        "ParameterKey": "HostedZoneName", 7
        "ParameterValue": "example.com" 8
      },
      {
        "ParameterKey": "PublicSubnets", 9
        "ParameterValue": "subnet-<random_string>" 10
      },
      {
        "ParameterKey": "PrivateSubnets", 11
        "ParameterValue": "subnet-<random_string>" 12
      },
      {
        "ParameterKey": "VpcId", 13
        "ParameterValue": "vpc-<random_string>" 14
      }
    ]
    1
    A short, representative cluster name to use for hostnames, etc.
    2
    Specify the cluster name that you used when you generated the install-config.yaml file for the cluster.
    3
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    4
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    5
    The Route 53 public zone ID to register the targets with.
    6
    Specify the Route 53 public zone ID, which as a format similar to Z21IXYZABCZ2A4. You can obtain this value from the AWS console.
    7
    The Route 53 zone to register the targets with.
    8
    Specify the Route 53 base domain that you used when you generated the install-config.yaml file for the cluster. Do not include the trailing period (.) that is displayed in the AWS console.
    9
    The public subnets that you created for your VPC.
    10
    Specify the PublicSubnetIds value from the output of the CloudFormation template for the VPC.
    11
    The private subnets that you created for your VPC.
    12
    Specify the PrivateSubnetIds value from the output of the CloudFormation template for the VPC.
    13
    The VPC that you created for the cluster.
    14
    Specify the VpcId value from the output of the CloudFormation template for the VPC.
  3. Copy the template from the CloudFormation template for the network and load balancers section of this topic and save it as a YAML file on your computer. This template describes the networking and load balancing objects that your cluster requires.

    Important

    If you are deploying your cluster to an AWS government or secret region, you must update the InternalApiServerRecord in the CloudFormation template to use CNAME records. Records of type ALIAS are not supported for AWS government regions.

  4. Launch the CloudFormation template to create a stack of AWS resources that provide the networking and load balancing components:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
         --capabilities CAPABILITY_NAMED_IAM 4
    1
    <name> is the name for the CloudFormation stack, such as cluster-dns. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.
    4
    You must explicitly declare the CAPABILITY_NAMED_IAM capability because the provided template creates some AWS::IAM::Role resources.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-dns/cd3e5de0-2fd4-11eb-5cf0-12be5c33a183

  5. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>

    After the StackStatus displays CREATE_COMPLETE, the output displays values for the following parameters. You must provide these parameter values to the other CloudFormation templates that you run to create your cluster:

    PrivateHostedZoneId

    Hosted zone ID for the private DNS.

    ExternalApiLoadBalancerName

    Full name of the external API load balancer.

    InternalApiLoadBalancerName

    Full name of the internal API load balancer.

    ApiServerDnsName

    Full hostname of the API server.

    RegisterNlbIpTargetsLambda

    Lambda ARN useful to help register/deregister IP targets for these load balancers.

    ExternalApiTargetGroupArn

    ARN of external API target group.

    InternalApiTargetGroupArn

    ARN of internal API target group.

    InternalServiceTargetGroupArn

    ARN of internal service target group.

5.13.11.1. CloudFormation template for the network and load balancers

You can use the following CloudFormation template to deploy the networking objects and load balancers that you need for your OpenShift Container Platform cluster.

Example 5.45. CloudFormation template for the network and load balancers

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Network Elements (Route53 & LBs)

Parameters:
  ClusterName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Cluster name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, representative cluster name to use for host names and other identifying names.
    Type: String
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag cloud resources and identify items owned or used by the cluster.
    Type: String
  HostedZoneId:
    Description: The Route53 public zone ID to register the targets with, such as Z21IXYZABCZ2A4.
    Type: String
  HostedZoneName:
    Description: The Route53 zone to register the targets with, such as example.com. Omit the trailing period.
    Type: String
    Default: "example.com"
  PublicSubnets:
    Description: The internet-facing subnets.
    Type: List<AWS::EC2::Subnet::Id>
  PrivateSubnets:
    Description: The internal subnets.
    Type: List<AWS::EC2::Subnet::Id>
  VpcId:
    Description: The VPC-scoped resources will belong to this VPC.
    Type: AWS::EC2::VPC::Id

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - ClusterName
      - InfrastructureName
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcId
      - PublicSubnets
      - PrivateSubnets
    - Label:
        default: "DNS"
      Parameters:
      - HostedZoneName
      - HostedZoneId
    ParameterLabels:
      ClusterName:
        default: "Cluster Name"
      InfrastructureName:
        default: "Infrastructure Name"
      VpcId:
        default: "VPC ID"
      PublicSubnets:
        default: "Public Subnets"
      PrivateSubnets:
        default: "Private Subnets"
      HostedZoneName:
        default: "Public Hosted Zone Name"
      HostedZoneId:
        default: "Public Hosted Zone ID"

Resources:
  ExtApiElb:
    Type: AWS::ElasticLoadBalancingV2::LoadBalancer
    Properties:
      Name: !Join ["-", [!Ref InfrastructureName, "ext"]]
      IpAddressType: ipv4
      Subnets: !Ref PublicSubnets
      Type: network

  IntApiElb:
    Type: AWS::ElasticLoadBalancingV2::LoadBalancer
    Properties:
      Name: !Join ["-", [!Ref InfrastructureName, "int"]]
      Scheme: internal
      IpAddressType: ipv4
      Subnets: !Ref PrivateSubnets
      Type: network

  IntDns:
    Type: "AWS::Route53::HostedZone"
    Properties:
      HostedZoneConfig:
        Comment: "Managed by CloudFormation"
      Name: !Join [".", [!Ref ClusterName, !Ref HostedZoneName]]
      HostedZoneTags:
      - Key: Name
        Value: !Join ["-", [!Ref InfrastructureName, "int"]]
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "owned"
      VPCs:
      - VPCId: !Ref VpcId
        VPCRegion: !Ref "AWS::Region"

  ExternalApiServerRecord:
    Type: AWS::Route53::RecordSetGroup
    Properties:
      Comment: Alias record for the API server
      HostedZoneId: !Ref HostedZoneId
      RecordSets:
      - Name:
          !Join [
            ".",
            ["api", !Ref ClusterName, !Join ["", [!Ref HostedZoneName, "."]]],
          ]
        Type: A
        AliasTarget:
          HostedZoneId: !GetAtt ExtApiElb.CanonicalHostedZoneID
          DNSName: !GetAtt ExtApiElb.DNSName

  InternalApiServerRecord:
    Type: AWS::Route53::RecordSetGroup
    Properties:
      Comment: Alias record for the API server
      HostedZoneId: !Ref IntDns
      RecordSets:
      - Name:
          !Join [
            ".",
            ["api", !Ref ClusterName, !Join ["", [!Ref HostedZoneName, "."]]],
          ]
        Type: A
        AliasTarget:
          HostedZoneId: !GetAtt IntApiElb.CanonicalHostedZoneID
          DNSName: !GetAtt IntApiElb.DNSName
      - Name:
          !Join [
            ".",
            ["api-int", !Ref ClusterName, !Join ["", [!Ref HostedZoneName, "."]]],
          ]
        Type: A
        AliasTarget:
          HostedZoneId: !GetAtt IntApiElb.CanonicalHostedZoneID
          DNSName: !GetAtt IntApiElb.DNSName

  ExternalApiListener:
    Type: AWS::ElasticLoadBalancingV2::Listener
    Properties:
      DefaultActions:
      - Type: forward
        TargetGroupArn:
          Ref: ExternalApiTargetGroup
      LoadBalancerArn:
        Ref: ExtApiElb
      Port: 6443
      Protocol: TCP

  ExternalApiTargetGroup:
    Type: AWS::ElasticLoadBalancingV2::TargetGroup
    Properties:
      HealthCheckIntervalSeconds: 10
      HealthCheckPath: "/readyz"
      HealthCheckPort: 6443
      HealthCheckProtocol: HTTPS
      HealthyThresholdCount: 2
      UnhealthyThresholdCount: 2
      Port: 6443
      Protocol: TCP
      TargetType: ip
      VpcId:
        Ref: VpcId
      TargetGroupAttributes:
      - Key: deregistration_delay.timeout_seconds
        Value: 60

  InternalApiListener:
    Type: AWS::ElasticLoadBalancingV2::Listener
    Properties:
      DefaultActions:
      - Type: forward
        TargetGroupArn:
          Ref: InternalApiTargetGroup
      LoadBalancerArn:
        Ref: IntApiElb
      Port: 6443
      Protocol: TCP

  InternalApiTargetGroup:
    Type: AWS::ElasticLoadBalancingV2::TargetGroup
    Properties:
      HealthCheckIntervalSeconds: 10
      HealthCheckPath: "/readyz"
      HealthCheckPort: 6443
      HealthCheckProtocol: HTTPS
      HealthyThresholdCount: 2
      UnhealthyThresholdCount: 2
      Port: 6443
      Protocol: TCP
      TargetType: ip
      VpcId:
        Ref: VpcId
      TargetGroupAttributes:
      - Key: deregistration_delay.timeout_seconds
        Value: 60

  InternalServiceInternalListener:
    Type: AWS::ElasticLoadBalancingV2::Listener
    Properties:
      DefaultActions:
      - Type: forward
        TargetGroupArn:
          Ref: InternalServiceTargetGroup
      LoadBalancerArn:
        Ref: IntApiElb
      Port: 22623
      Protocol: TCP

  InternalServiceTargetGroup:
    Type: AWS::ElasticLoadBalancingV2::TargetGroup
    Properties:
      HealthCheckIntervalSeconds: 10
      HealthCheckPath: "/healthz"
      HealthCheckPort: 22623
      HealthCheckProtocol: HTTPS
      HealthyThresholdCount: 2
      UnhealthyThresholdCount: 2
      Port: 22623
      Protocol: TCP
      TargetType: ip
      VpcId:
        Ref: VpcId
      TargetGroupAttributes:
      - Key: deregistration_delay.timeout_seconds
        Value: 60

  RegisterTargetLambdaIamRole:
    Type: AWS::IAM::Role
    Properties:
      RoleName: !Join ["-", [!Ref InfrastructureName, "nlb", "lambda", "role"]]
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "lambda.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Path: "/"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "master", "policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action:
              [
                "elasticloadbalancing:RegisterTargets",
                "elasticloadbalancing:DeregisterTargets",
              ]
            Resource: !Ref InternalApiTargetGroup
          - Effect: "Allow"
            Action:
              [
                "elasticloadbalancing:RegisterTargets",
                "elasticloadbalancing:DeregisterTargets",
              ]
            Resource: !Ref InternalServiceTargetGroup
          - Effect: "Allow"
            Action:
              [
                "elasticloadbalancing:RegisterTargets",
                "elasticloadbalancing:DeregisterTargets",
              ]
            Resource: !Ref ExternalApiTargetGroup

  RegisterNlbIpTargets:
    Type: "AWS::Lambda::Function"
    Properties:
      Handler: "index.handler"
      Role:
        Fn::GetAtt:
        - "RegisterTargetLambdaIamRole"
        - "Arn"
      Code:
        ZipFile: |
          import json
          import boto3
          import cfnresponse
          def handler(event, context):
            elb = boto3.client('elbv2')
            if event['RequestType'] == 'Delete':
              elb.deregister_targets(TargetGroupArn=event['ResourceProperties']['TargetArn'],Targets=[{'Id': event['ResourceProperties']['TargetIp']}])
            elif event['RequestType'] == 'Create':
              elb.register_targets(TargetGroupArn=event['ResourceProperties']['TargetArn'],Targets=[{'Id': event['ResourceProperties']['TargetIp']}])
            responseData = {}
            cfnresponse.send(event, context, cfnresponse.SUCCESS, responseData, event['ResourceProperties']['TargetArn']+event['ResourceProperties']['TargetIp'])
      Runtime: "python3.7"
      Timeout: 120

  RegisterSubnetTagsLambdaIamRole:
    Type: AWS::IAM::Role
    Properties:
      RoleName: !Join ["-", [!Ref InfrastructureName, "subnet-tags-lambda-role"]]
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "lambda.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Path: "/"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "subnet-tagging-policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action:
              [
                "ec2:DeleteTags",
                "ec2:CreateTags"
              ]
            Resource: "arn:aws:ec2:*:*:subnet/*"
          - Effect: "Allow"
            Action:
              [
                "ec2:DescribeSubnets",
                "ec2:DescribeTags"
              ]
            Resource: "*"

  RegisterSubnetTags:
    Type: "AWS::Lambda::Function"
    Properties:
      Handler: "index.handler"
      Role:
        Fn::GetAtt:
        - "RegisterSubnetTagsLambdaIamRole"
        - "Arn"
      Code:
        ZipFile: |
          import json
          import boto3
          import cfnresponse
          def handler(event, context):
            ec2_client = boto3.client('ec2')
            if event['RequestType'] == 'Delete':
              for subnet_id in event['ResourceProperties']['Subnets']:
                ec2_client.delete_tags(Resources=[subnet_id], Tags=[{'Key': 'kubernetes.io/cluster/' + event['ResourceProperties']['InfrastructureName']}]);
            elif event['RequestType'] == 'Create':
              for subnet_id in event['ResourceProperties']['Subnets']:
                ec2_client.create_tags(Resources=[subnet_id], Tags=[{'Key': 'kubernetes.io/cluster/' + event['ResourceProperties']['InfrastructureName'], 'Value': 'shared'}]);
            responseData = {}
            cfnresponse.send(event, context, cfnresponse.SUCCESS, responseData, event['ResourceProperties']['InfrastructureName']+event['ResourceProperties']['Subnets'][0])
      Runtime: "python3.7"
      Timeout: 120

  RegisterPublicSubnetTags:
    Type: Custom::SubnetRegister
    Properties:
      ServiceToken: !GetAtt RegisterSubnetTags.Arn
      InfrastructureName: !Ref InfrastructureName
      Subnets: !Ref PublicSubnets

  RegisterPrivateSubnetTags:
    Type: Custom::SubnetRegister
    Properties:
      ServiceToken: !GetAtt RegisterSubnetTags.Arn
      InfrastructureName: !Ref InfrastructureName
      Subnets: !Ref PrivateSubnets

Outputs:
  PrivateHostedZoneId:
    Description: Hosted zone ID for the private DNS, which is required for private records.
    Value: !Ref IntDns
  ExternalApiLoadBalancerName:
    Description: Full name of the external API load balancer.
    Value: !GetAtt ExtApiElb.LoadBalancerFullName
  InternalApiLoadBalancerName:
    Description: Full name of the internal API load balancer.
    Value: !GetAtt IntApiElb.LoadBalancerFullName
  ApiServerDnsName:
    Description: Full hostname of the API server, which is required for the Ignition config files.
    Value: !Join [".", ["api-int", !Ref ClusterName, !Ref HostedZoneName]]
  RegisterNlbIpTargetsLambda:
    Description: Lambda ARN useful to help register or deregister IP targets for these load balancers.
    Value: !GetAtt RegisterNlbIpTargets.Arn
  ExternalApiTargetGroupArn:
    Description: ARN of the external API target group.
    Value: !Ref ExternalApiTargetGroup
  InternalApiTargetGroupArn:
    Description: ARN of the internal API target group.
    Value: !Ref InternalApiTargetGroup
  InternalServiceTargetGroupArn:
    Description: ARN of the internal service target group.
    Value: !Ref InternalServiceTargetGroup
Important

If you are deploying your cluster to an AWS government or secret region, you must update the InternalApiServerRecord to use CNAME records. Records of type ALIAS are not supported for AWS government regions. For example:

Type: CNAME
TTL: 10
ResourceRecords:
- !GetAtt IntApiElb.DNSName

Additional resources

5.13.12. Creating security group and roles in AWS

You must create security groups and roles in Amazon Web Services (AWS) for your OpenShift Container Platform cluster to use.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources. The stack represents the security groups and roles that your OpenShift Container Platform cluster requires.

Note

If you do not use the provided CloudFormation template to create your AWS infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.

Procedure

  1. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "InfrastructureName", 1
        "ParameterValue": "mycluster-<random_string>" 2
      },
      {
        "ParameterKey": "VpcCidr", 3
        "ParameterValue": "10.0.0.0/16" 4
      },
      {
        "ParameterKey": "PrivateSubnets", 5
        "ParameterValue": "subnet-<random_string>" 6
      },
      {
        "ParameterKey": "VpcId", 7
        "ParameterValue": "vpc-<random_string>" 8
      }
    ]
    1
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    2
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    3
    The CIDR block for the VPC.
    4
    Specify the CIDR block parameter that you used for the VPC that you defined in the form x.x.x.x/16-24.
    5
    The private subnets that you created for your VPC.
    6
    Specify the PrivateSubnetIds value from the output of the CloudFormation template for the VPC.
    7
    The VPC that you created for the cluster.
    8
    Specify the VpcId value from the output of the CloudFormation template for the VPC.
  2. Copy the template from the CloudFormation template for security objects section of this topic and save it as a YAML file on your computer. This template describes the security groups and roles that your cluster requires.
  3. Launch the CloudFormation template to create a stack of AWS resources that represent the security groups and roles:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
         --capabilities CAPABILITY_NAMED_IAM 4
    1
    <name> is the name for the CloudFormation stack, such as cluster-sec. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.
    4
    You must explicitly declare the CAPABILITY_NAMED_IAM capability because the provided template creates some AWS::IAM::Role and AWS::IAM::InstanceProfile resources.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-sec/03bd4210-2ed7-11eb-6d7a-13fc0b61e9db

  4. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>

    After the StackStatus displays CREATE_COMPLETE, the output displays values for the following parameters. You must provide these parameter values to the other CloudFormation templates that you run to create your cluster:

    MasterSecurityGroupId

    Master Security Group ID

    WorkerSecurityGroupId

    Worker Security Group ID

    MasterInstanceProfile

    Master IAM Instance Profile

    WorkerInstanceProfile

    Worker IAM Instance Profile

5.13.12.1. CloudFormation template for security objects

You can use the following CloudFormation template to deploy the security objects that you need for your OpenShift Container Platform cluster.

Example 5.46. CloudFormation template for security objects

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Security Elements (Security Groups & IAM)

Parameters:
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag cloud resources and identify items owned or used by the cluster.
    Type: String
  VpcCidr:
    AllowedPattern: ^(([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])\.){3}([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])(\/(1[6-9]|2[0-4]))$
    ConstraintDescription: CIDR block parameter must be in the form x.x.x.x/16-24.
    Default: 10.0.0.0/16
    Description: CIDR block for VPC.
    Type: String
  VpcId:
    Description: The VPC-scoped resources will belong to this VPC.
    Type: AWS::EC2::VPC::Id
  PrivateSubnets:
    Description: The internal subnets.
    Type: List<AWS::EC2::Subnet::Id>

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - InfrastructureName
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcId
      - VpcCidr
      - PrivateSubnets
    ParameterLabels:
      InfrastructureName:
        default: "Infrastructure Name"
      VpcId:
        default: "VPC ID"
      VpcCidr:
        default: "VPC CIDR"
      PrivateSubnets:
        default: "Private Subnets"

Resources:
  MasterSecurityGroup:
    Type: AWS::EC2::SecurityGroup
    Properties:
      GroupDescription: Cluster Master Security Group
      SecurityGroupIngress:
      - IpProtocol: icmp
        FromPort: 0
        ToPort: 0
        CidrIp: !Ref VpcCidr
      - IpProtocol: tcp
        FromPort: 22
        ToPort: 22
        CidrIp: !Ref VpcCidr
      - IpProtocol: tcp
        ToPort: 6443
        FromPort: 6443
        CidrIp: !Ref VpcCidr
      - IpProtocol: tcp
        FromPort: 22623
        ToPort: 22623
        CidrIp: !Ref VpcCidr
      VpcId: !Ref VpcId

  WorkerSecurityGroup:
    Type: AWS::EC2::SecurityGroup
    Properties:
      GroupDescription: Cluster Worker Security Group
      SecurityGroupIngress:
      - IpProtocol: icmp
        FromPort: 0
        ToPort: 0
        CidrIp: !Ref VpcCidr
      - IpProtocol: tcp
        FromPort: 22
        ToPort: 22
        CidrIp: !Ref VpcCidr
      VpcId: !Ref VpcId

  MasterIngressEtcd:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: etcd
      FromPort: 2379
      ToPort: 2380
      IpProtocol: tcp

  MasterIngressVxlan:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Vxlan packets
      FromPort: 4789
      ToPort: 4789
      IpProtocol: udp

  MasterIngressWorkerVxlan:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Vxlan packets
      FromPort: 4789
      ToPort: 4789
      IpProtocol: udp

  MasterIngressGeneve:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Geneve packets
      FromPort: 6081
      ToPort: 6081
      IpProtocol: udp

  MasterIngressWorkerGeneve:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Geneve packets
      FromPort: 6081
      ToPort: 6081
      IpProtocol: udp

  MasterIngressIpsecIke:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec IKE packets
      FromPort: 500
      ToPort: 500
      IpProtocol: udp

  MasterIngressIpsecNat:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec NAT-T packets
      FromPort: 4500
      ToPort: 4500
      IpProtocol: udp

  MasterIngressIpsecEsp:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec ESP packets
      IpProtocol: 50

  MasterIngressWorkerIpsecIke:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec IKE packets
      FromPort: 500
      ToPort: 500
      IpProtocol: udp

  MasterIngressWorkerIpsecNat:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec NAT-T packets
      FromPort: 4500
      ToPort: 4500
      IpProtocol: udp

  MasterIngressWorkerIpsecEsp:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec ESP packets
      IpProtocol: 50

  MasterIngressInternal:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: tcp

  MasterIngressWorkerInternal:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: tcp

  MasterIngressInternalUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: udp

  MasterIngressWorkerInternalUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: udp

  MasterIngressKube:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes kubelet, scheduler and controller manager
      FromPort: 10250
      ToPort: 10259
      IpProtocol: tcp

  MasterIngressWorkerKube:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes kubelet, scheduler and controller manager
      FromPort: 10250
      ToPort: 10259
      IpProtocol: tcp

  MasterIngressIngressServices:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: tcp

  MasterIngressWorkerIngressServices:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: tcp

  MasterIngressIngressServicesUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: udp

  MasterIngressWorkerIngressServicesUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: udp

  WorkerIngressVxlan:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Vxlan packets
      FromPort: 4789
      ToPort: 4789
      IpProtocol: udp

  WorkerIngressMasterVxlan:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Vxlan packets
      FromPort: 4789
      ToPort: 4789
      IpProtocol: udp

  WorkerIngressGeneve:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Geneve packets
      FromPort: 6081
      ToPort: 6081
      IpProtocol: udp

  WorkerIngressMasterGeneve:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Geneve packets
      FromPort: 6081
      ToPort: 6081
      IpProtocol: udp

  WorkerIngressIpsecIke:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec IKE packets
      FromPort: 500
      ToPort: 500
      IpProtocol: udp

  WorkerIngressIpsecNat:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec NAT-T packets
      FromPort: 4500
      ToPort: 4500
      IpProtocol: udp

  WorkerIngressIpsecEsp:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec ESP packets
      IpProtocol: 50

  WorkerIngressMasterIpsecIke:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec IKE packets
      FromPort: 500
      ToPort: 500
      IpProtocol: udp

  WorkerIngressMasterIpsecNat:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec NAT-T packets
      FromPort: 4500
      ToPort: 4500
      IpProtocol: udp

  WorkerIngressMasterIpsecEsp:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec ESP packets
      IpProtocol: 50

  WorkerIngressInternal:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: tcp

  WorkerIngressMasterInternal:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: tcp

  WorkerIngressInternalUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: udp

  WorkerIngressMasterInternalUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: udp

  WorkerIngressKube:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes secure kubelet port
      FromPort: 10250
      ToPort: 10250
      IpProtocol: tcp

  WorkerIngressWorkerKube:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal Kubernetes communication
      FromPort: 10250
      ToPort: 10250
      IpProtocol: tcp

  WorkerIngressIngressServices:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: tcp

  WorkerIngressMasterIngressServices:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: tcp

  WorkerIngressIngressServicesUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: udp

  WorkerIngressMasterIngressServicesUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: udp

  MasterIamRole:
    Type: AWS::IAM::Role
    Properties:
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "ec2.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "master", "policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action:
            - "ec2:AttachVolume"
            - "ec2:AuthorizeSecurityGroupIngress"
            - "ec2:CreateSecurityGroup"
            - "ec2:CreateTags"
            - "ec2:CreateVolume"
            - "ec2:DeleteSecurityGroup"
            - "ec2:DeleteVolume"
            - "ec2:Describe*"
            - "ec2:DetachVolume"
            - "ec2:ModifyInstanceAttribute"
            - "ec2:ModifyVolume"
            - "ec2:RevokeSecurityGroupIngress"
            - "elasticloadbalancing:AddTags"
            - "elasticloadbalancing:AttachLoadBalancerToSubnets"
            - "elasticloadbalancing:ApplySecurityGroupsToLoadBalancer"
            - "elasticloadbalancing:CreateListener"
            - "elasticloadbalancing:CreateLoadBalancer"
            - "elasticloadbalancing:CreateLoadBalancerPolicy"
            - "elasticloadbalancing:CreateLoadBalancerListeners"
            - "elasticloadbalancing:CreateTargetGroup"
            - "elasticloadbalancing:ConfigureHealthCheck"
            - "elasticloadbalancing:DeleteListener"
            - "elasticloadbalancing:DeleteLoadBalancer"
            - "elasticloadbalancing:DeleteLoadBalancerListeners"
            - "elasticloadbalancing:DeleteTargetGroup"
            - "elasticloadbalancing:DeregisterInstancesFromLoadBalancer"
            - "elasticloadbalancing:DeregisterTargets"
            - "elasticloadbalancing:Describe*"
            - "elasticloadbalancing:DetachLoadBalancerFromSubnets"
            - "elasticloadbalancing:ModifyListener"
            - "elasticloadbalancing:ModifyLoadBalancerAttributes"
            - "elasticloadbalancing:ModifyTargetGroup"
            - "elasticloadbalancing:ModifyTargetGroupAttributes"
            - "elasticloadbalancing:RegisterInstancesWithLoadBalancer"
            - "elasticloadbalancing:RegisterTargets"
            - "elasticloadbalancing:SetLoadBalancerPoliciesForBackendServer"
            - "elasticloadbalancing:SetLoadBalancerPoliciesOfListener"
            - "kms:DescribeKey"
            Resource: "*"

  MasterInstanceProfile:
    Type: "AWS::IAM::InstanceProfile"
    Properties:
      Roles:
      - Ref: "MasterIamRole"

  WorkerIamRole:
    Type: AWS::IAM::Role
    Properties:
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "ec2.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "worker", "policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action:
            - "ec2:DescribeInstances"
            - "ec2:DescribeRegions"
            Resource: "*"

  WorkerInstanceProfile:
    Type: "AWS::IAM::InstanceProfile"
    Properties:
      Roles:
      - Ref: "WorkerIamRole"

Outputs:
  MasterSecurityGroupId:
    Description: Master Security Group ID
    Value: !GetAtt MasterSecurityGroup.GroupId

  WorkerSecurityGroupId:
    Description: Worker Security Group ID
    Value: !GetAtt WorkerSecurityGroup.GroupId

  MasterInstanceProfile:
    Description: Master IAM Instance Profile
    Value: !Ref MasterInstanceProfile

  WorkerInstanceProfile:
    Description: Worker IAM Instance Profile
    Value: !Ref WorkerInstanceProfile

Additional resources

5.13.13. Accessing RHCOS AMIs with stream metadata

In OpenShift Container Platform, stream metadata provides standardized metadata about RHCOS in the JSON format and injects the metadata into the cluster. Stream metadata is a stable format that supports multiple architectures and is intended to be self-documenting for maintaining automation.

You can use the coreos print-stream-json sub-command of openshift-install to access information about the boot images in the stream metadata format. This command provides a method for printing stream metadata in a scriptable, machine-readable format.

For user-provisioned installations, the openshift-install binary contains references to the version of RHCOS boot images that are tested for use with OpenShift Container Platform, such as the AWS AMI.

Procedure

To parse the stream metadata, use one of the following methods:

  • From a Go program, use the official stream-metadata-go library at https://github.com/coreos/stream-metadata-go. You can also view example code in the library.
  • From another programming language, such as Python or Ruby, use the JSON library of your preferred programming language.
  • From a command-line utility that handles JSON data, such as jq:

    • Print the current x86_64 or aarch64 AMI for an AWS region, such as us-west-1:

      $ openshift-install coreos print-stream-json | jq -r '.architectures.x86_64.images.aws.regions["us-west-1"].image'

      Example output

      ami-0d3e625f84626bbda

      The output of this command is the AWS AMI ID for your designated architecture and the us-west-1 region. The AMI must belong to the same region as the cluster.

5.13.14. RHCOS AMIs for the AWS infrastructure

Red Hat provides Red Hat Enterprise Linux CoreOS (RHCOS) AMIs that are valid for the various AWS regions and instance architectures that you can manually specify for your OpenShift Container Platform nodes.

Note

By importing your own AMI, you can also install to regions that do not have a published RHCOS AMI.

Table 5.48. x86_64 RHCOS AMIs
AWS zoneAWS AMI

af-south-1

ami-0f3804f5a2f913dcc

ap-east-1

ami-0de1febb30a83da66

ap-northeast-1

ami-0183df96a3e002687

ap-northeast-2

ami-06b8798cd60242798

ap-northeast-3

ami-00b16b33aa0951016

ap-south-1

ami-007243f8ff78e8294

ap-southeast-1

ami-079dfdacb5ab5a0d1

ap-southeast-2

ami-03882e39cb7785c32

ca-central-1

ami-05cba1f80cc8b1dbe

eu-central-1

ami-073c775bbe9cd434e

eu-north-1

ami-0763e6e75b681acc5

eu-south-1

ami-00d023f19775fb64b

eu-west-1

ami-0033e3f2331a530c4

eu-west-2

ami-00d8a741ebe74f0c4

eu-west-3

ami-09b04e7f60e3374a7

me-south-1

ami-0f8039330b6e54010

sa-east-1

ami-01af22f821b470ad1

us-east-1

ami-0c72f473496a7b1c2

us-east-2

ami-09e637fc5885c13cc

us-gov-east-1

ami-0c3b11bcccf6ec63c

us-gov-west-1

ami-084d95ff443d8bf99

us-west-1

ami-0fa0f6fce7e63dd26

us-west-2

ami-084fb1316cd1ed4cc

Table 5.49. aarch64 RHCOS AMIs
AWS zoneAWS AMI

ap-east

ami-0f8195c36da4edbd7

ap-northeast-1

ami-000a86fa0a0b76144

ap-northeast-2

ami-0f772f5dc2347a954

ap-south-1

ami-02ab23e25b8e8af97

ap-southeast-1

ami-085ae5a7dcbfb056d

ap-southeast-2

ami-085ff9f4e8d4d66e0

ca-central-1

ami-0050cdf32f76ba82c

eu-central-1

ami-092527fcf7c21fe42

eu-north-1

ami-07d673450675ea033

eu-south-1

ami-0f165ac29cc9d27bf

eu-west-1

ami-0e0cd7d2eb949538d

eu-west-2

ami-0790ba70a444fe74d

eu-west-3

ami-0d16af5bd22cc5227

me-south-1

ami-05e1ba911ce321052

sa-east-1

ami-04b124534c7f05cd2

us-east-1

ami-09bbec91849ca85bc

us-east-2

ami-048ac599f7315a0bc

us-west-1

ami-0af1d3b7fa5be2131

us-west-2

ami-0bd3bf54ee678e2a6

5.13.14.1. AWS regions without a published RHCOS AMI

You can deploy an OpenShift Container Platform cluster to Amazon Web Services (AWS) regions without native support for a Red Hat Enterprise Linux CoreOS (RHCOS) Amazon Machine Image (AMI) or the AWS software development kit (SDK). If a published AMI is not available for an AWS region, you can upload a custom AMI prior to installing the cluster.

If you are deploying to a region not supported by the AWS SDK and you do not specify a custom AMI, the installation program copies the us-east-1 AMI to the user account automatically. Then the installation program creates the control plane machines with encrypted EBS volumes using the default or user-specified Key Management Service (KMS) key. This allows the AMI to follow the same process workflow as published RHCOS AMIs.

A region without native support for an RHCOS AMI is not available to select from the terminal during cluster creation because it is not published. However, you can install to this region by configuring the custom AMI in the install-config.yaml file.

5.13.14.2. Uploading a custom RHCOS AMI in AWS

If you are deploying to a custom Amazon Web Services (AWS) region, you must upload a custom Red Hat Enterprise Linux CoreOS (RHCOS) Amazon Machine Image (AMI) that belongs to that region.

Prerequisites

  • You configured an AWS account.
  • You created an Amazon S3 bucket with the required IAM service role.
  • You uploaded your RHCOS VMDK file to Amazon S3. The RHCOS VMDK file must be the highest version that is less than or equal to the OpenShift Container Platform version you are installing.
  • You downloaded the AWS CLI and installed it on your computer. See Install the AWS CLI Using the Bundled Installer.

Procedure

  1. Export your AWS profile as an environment variable:

    $ export AWS_PROFILE=<aws_profile> 1
  2. Export the region to associate with your custom AMI as an environment variable:

    $ export AWS_DEFAULT_REGION=<aws_region> 1
  3. Export the version of RHCOS you uploaded to Amazon S3 as an environment variable:

    $ export RHCOS_VERSION=<version> 1
    1 1 1
    The RHCOS VMDK version, like 4.10.0.
  4. Export the Amazon S3 bucket name as an environment variable:

    $ export VMIMPORT_BUCKET_NAME=<s3_bucket_name>
  5. Create the containers.json file and define your RHCOS VMDK file:

    $ cat <<EOF > containers.json
    {
       "Description": "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64",
       "Format": "vmdk",
       "UserBucket": {
          "S3Bucket": "${VMIMPORT_BUCKET_NAME}",
          "S3Key": "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64.vmdk"
       }
    }
    EOF
  6. Import the RHCOS disk as an Amazon EBS snapshot:

    $ aws ec2 import-snapshot --region ${AWS_DEFAULT_REGION} \
         --description "<description>" \ 1
         --disk-container "file://<file_path>/containers.json" 2
    1
    The description of your RHCOS disk being imported, like rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64.
    2
    The file path to the JSON file describing your RHCOS disk. The JSON file should contain your Amazon S3 bucket name and key.
  7. Check the status of the image import:

    $ watch -n 5 aws ec2 describe-import-snapshot-tasks --region ${AWS_DEFAULT_REGION}

    Example output

    {
        "ImportSnapshotTasks": [
            {
                "Description": "rhcos-4.7.0-x86_64-aws.x86_64",
                "ImportTaskId": "import-snap-fh6i8uil",
                "SnapshotTaskDetail": {
                    "Description": "rhcos-4.7.0-x86_64-aws.x86_64",
                    "DiskImageSize": 819056640.0,
                    "Format": "VMDK",
                    "SnapshotId": "snap-06331325870076318",
                    "Status": "completed",
                    "UserBucket": {
                        "S3Bucket": "external-images",
                        "S3Key": "rhcos-4.7.0-x86_64-aws.x86_64.vmdk"
                    }
                }
            }
        ]
    }

    Copy the SnapshotId to register the image.

  8. Create a custom RHCOS AMI from the RHCOS snapshot:

    $ aws ec2 register-image \
       --region ${AWS_DEFAULT_REGION} \
       --architecture x86_64 \ 1
       --description "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64" \ 2
       --ena-support \
       --name "rhcos-${RHCOS_VERSION}-x86_64-aws.x86_64" \ 3
       --virtualization-type hvm \
       --root-device-name '/dev/xvda' \
       --block-device-mappings 'DeviceName=/dev/xvda,Ebs={DeleteOnTermination=true,SnapshotId=<snapshot_ID>}' 4
    1
    The RHCOS VMDK architecture type, like x86_64, s390x, or ppc64le.
    2
    The Description from the imported snapshot.
    3
    The name of the RHCOS AMI.
    4
    The SnapshotID from the imported snapshot.

To learn more about these APIs, see the AWS documentation for importing snapshots and creating EBS-backed AMIs.

5.13.15. Creating the bootstrap node in AWS

You must create the bootstrap node in Amazon Web Services (AWS) to use during OpenShift Container Platform cluster initialization.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources. The stack represents the bootstrap node that your OpenShift Container Platform installation requires.

Note

If you do not use the provided CloudFormation template to create your bootstrap node, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.
  • You created and configured DNS, load balancers, and listeners in AWS.
  • You created the security groups and roles required for your cluster in AWS.

Procedure

  1. Provide a location to serve the bootstrap.ign Ignition config file to your cluster. This file is located in your installation directory. One way to do this is to create an S3 bucket in your cluster’s region and upload the Ignition config file to it.

    Important

    The provided CloudFormation Template assumes that the Ignition config files for your cluster are served from an S3 bucket. If you choose to serve the files from another location, you must modify the templates.

    Important

    If you are deploying to a region that has endpoints that differ from the AWS SDK, or you are providing your own custom endpoints, you must use a presigned URL for your S3 bucket instead of the s3:// schema.

    Note

    The bootstrap Ignition config file does contain secrets, like X.509 keys. The following steps provide basic security for the S3 bucket. To provide additional security, you can enable an S3 bucket policy to allow only certain users, such as the OpenShift IAM user, to access objects that the bucket contains. You can avoid S3 entirely and serve your bootstrap Ignition config file from any address that the bootstrap machine can reach.

    1. Create the bucket:

      $ aws s3 mb s3://<cluster-name>-infra 1
      1
      <cluster-name>-infra is the bucket name. When creating the install-config.yaml file, replace <cluster-name> with the name specified for the cluster.
    2. Upload the bootstrap.ign Ignition config file to the bucket:

      $ aws s3 cp <installation_directory>/bootstrap.ign s3://<cluster-name>-infra/bootstrap.ign 1
      1
      For <installation_directory>, specify the path to the directory that you stored the installation files in.
    3. Verify that the file uploaded:

      $ aws s3 ls s3://<cluster-name>-infra/

      Example output

      2019-04-03 16:15:16     314878 bootstrap.ign

  2. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "InfrastructureName", 1
        "ParameterValue": "mycluster-<random_string>" 2
      },
      {
        "ParameterKey": "RhcosAmi", 3
        "ParameterValue": "ami-<random_string>" 4
      },
      {
        "ParameterKey": "AllowedBootstrapSshCidr", 5
        "ParameterValue": "0.0.0.0/0" 6
      },
      {
        "ParameterKey": "PublicSubnet", 7
        "ParameterValue": "subnet-<random_string>" 8
      },
      {
        "ParameterKey": "MasterSecurityGroupId", 9
        "ParameterValue": "sg-<random_string>" 10
      },
      {
        "ParameterKey": "VpcId", 11
        "ParameterValue": "vpc-<random_string>" 12
      },
      {
        "ParameterKey": "BootstrapIgnitionLocation", 13
        "ParameterValue": "s3://<bucket_name>/bootstrap.ign" 14
      },
      {
        "ParameterKey": "AutoRegisterELB", 15
        "ParameterValue": "yes" 16
      },
      {
        "ParameterKey": "RegisterNlbIpTargetsLambdaArn", 17
        "ParameterValue": "arn:aws:lambda:<region>:<account_number>:function:<dns_stack_name>-RegisterNlbIpTargets-<random_string>" 18
      },
      {
        "ParameterKey": "ExternalApiTargetGroupArn", 19
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Exter-<random_string>" 20
      },
      {
        "ParameterKey": "InternalApiTargetGroupArn", 21
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Inter-<random_string>" 22
      },
      {
        "ParameterKey": "InternalServiceTargetGroupArn", 23
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Inter-<random_string>" 24
      }
    ]
    1
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    2
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    3
    Current Red Hat Enterprise Linux CoreOS (RHCOS) AMI to use for the bootstrap node.
    4
    Specify a valid AWS::EC2::Image::Id value.
    5
    CIDR block to allow SSH access to the bootstrap node.
    6
    Specify a CIDR block in the format x.x.x.x/16-24.
    7
    The public subnet that is associated with your VPC to launch the bootstrap node into.
    8
    Specify the PublicSubnetIds value from the output of the CloudFormation template for the VPC.
    9
    The master security group ID (for registering temporary rules)
    10
    Specify the MasterSecurityGroupId value from the output of the CloudFormation template for the security group and roles.
    11
    The VPC created resources will belong to.
    12
    Specify the VpcId value from the output of the CloudFormation template for the VPC.
    13
    Location to fetch bootstrap Ignition config file from.
    14
    Specify the S3 bucket and file name in the form s3://<bucket_name>/bootstrap.ign.
    15
    Whether or not to register a network load balancer (NLB).
    16
    Specify yes or no. If you specify yes, you must provide a Lambda Amazon Resource Name (ARN) value.
    17
    The ARN for NLB IP target registration lambda group.
    18
    Specify the RegisterNlbIpTargetsLambda value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    19
    The ARN for external API load balancer target group.
    20
    Specify the ExternalApiTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    21
    The ARN for internal API load balancer target group.
    22
    Specify the InternalApiTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    23
    The ARN for internal service load balancer target group.
    24
    Specify the InternalServiceTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
  3. Copy the template from the CloudFormation template for the bootstrap machine section of this topic and save it as a YAML file on your computer. This template describes the bootstrap machine that your cluster requires.
  4. Launch the CloudFormation template to create a stack of AWS resources that represent the bootstrap node:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
         --capabilities CAPABILITY_NAMED_IAM 4
    1
    <name> is the name for the CloudFormation stack, such as cluster-bootstrap. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.
    4
    You must explicitly declare the CAPABILITY_NAMED_IAM capability because the provided template creates some AWS::IAM::Role and AWS::IAM::InstanceProfile resources.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-bootstrap/12944486-2add-11eb-9dee-12dace8e3a83

  5. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>

    After the StackStatus displays CREATE_COMPLETE, the output displays values for the following parameters. You must provide these parameter values to the other CloudFormation templates that you run to create your cluster:

    BootstrapInstanceId

    The bootstrap Instance ID.

    BootstrapPublicIp

    The bootstrap node public IP address.

    BootstrapPrivateIp

    The bootstrap node private IP address.

5.13.15.1. CloudFormation template for the bootstrap machine

You can use the following CloudFormation template to deploy the bootstrap machine that you need for your OpenShift Container Platform cluster.

Example 5.47. CloudFormation template for the bootstrap machine

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Bootstrap (EC2 Instance, Security Groups and IAM)

Parameters:
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag cloud resources and identify items owned or used by the cluster.
    Type: String
  RhcosAmi:
    Description: Current Red Hat Enterprise Linux CoreOS AMI to use for bootstrap.
    Type: AWS::EC2::Image::Id
  AllowedBootstrapSshCidr:
    AllowedPattern: ^(([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])\.){3}([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])(\/([0-9]|1[0-9]|2[0-9]|3[0-2]))$
    ConstraintDescription: CIDR block parameter must be in the form x.x.x.x/0-32.
    Default: 0.0.0.0/0
    Description: CIDR block to allow SSH access to the bootstrap node.
    Type: String
  PublicSubnet:
    Description: The public subnet to launch the bootstrap node into.
    Type: AWS::EC2::Subnet::Id
  MasterSecurityGroupId:
    Description: The master security group ID for registering temporary rules.
    Type: AWS::EC2::SecurityGroup::Id
  VpcId:
    Description: The VPC-scoped resources will belong to this VPC.
    Type: AWS::EC2::VPC::Id
  BootstrapIgnitionLocation:
    Default: s3://my-s3-bucket/bootstrap.ign
    Description: Ignition config file location.
    Type: String
  AutoRegisterELB:
    Default: "yes"
    AllowedValues:
    - "yes"
    - "no"
    Description: Do you want to invoke NLB registration, which requires a Lambda ARN parameter?
    Type: String
  RegisterNlbIpTargetsLambdaArn:
    Description: ARN for NLB IP target registration lambda.
    Type: String
  ExternalApiTargetGroupArn:
    Description: ARN for external API load balancer target group.
    Type: String
  InternalApiTargetGroupArn:
    Description: ARN for internal API load balancer target group.
    Type: String
  InternalServiceTargetGroupArn:
    Description: ARN for internal service load balancer target group.
    Type: String
  BootstrapInstanceType:
    Description: Instance type for the bootstrap EC2 instance
    Default: "i3.large"
    Type: String

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - InfrastructureName
    - Label:
        default: "Host Information"
      Parameters:
      - RhcosAmi
      - BootstrapIgnitionLocation
      - MasterSecurityGroupId
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcId
      - AllowedBootstrapSshCidr
      - PublicSubnet
    - Label:
        default: "Load Balancer Automation"
      Parameters:
      - AutoRegisterELB
      - RegisterNlbIpTargetsLambdaArn
      - ExternalApiTargetGroupArn
      - InternalApiTargetGroupArn
      - InternalServiceTargetGroupArn
    ParameterLabels:
      InfrastructureName:
        default: "Infrastructure Name"
      VpcId:
        default: "VPC ID"
      AllowedBootstrapSshCidr:
        default: "Allowed SSH Source"
      PublicSubnet:
        default: "Public Subnet"
      RhcosAmi:
        default: "Red Hat Enterprise Linux CoreOS AMI ID"
      BootstrapIgnitionLocation:
        default: "Bootstrap Ignition Source"
      MasterSecurityGroupId:
        default: "Master Security Group ID"
      AutoRegisterELB:
        default: "Use Provided ELB Automation"

Conditions:
  DoRegistration: !Equals ["yes", !Ref AutoRegisterELB]

Resources:
  BootstrapIamRole:
    Type: AWS::IAM::Role
    Properties:
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "ec2.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Path: "/"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "bootstrap", "policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action: "ec2:Describe*"
            Resource: "*"
          - Effect: "Allow"
            Action: "ec2:AttachVolume"
            Resource: "*"
          - Effect: "Allow"
            Action: "ec2:DetachVolume"
            Resource: "*"
          - Effect: "Allow"
            Action: "s3:GetObject"
            Resource: "*"

  BootstrapInstanceProfile:
    Type: "AWS::IAM::InstanceProfile"
    Properties:
      Path: "/"
      Roles:
      - Ref: "BootstrapIamRole"

  BootstrapSecurityGroup:
    Type: AWS::EC2::SecurityGroup
    Properties:
      GroupDescription: Cluster Bootstrap Security Group
      SecurityGroupIngress:
      - IpProtocol: tcp
        FromPort: 22
        ToPort: 22
        CidrIp: !Ref AllowedBootstrapSshCidr
      - IpProtocol: tcp
        ToPort: 19531
        FromPort: 19531
        CidrIp: 0.0.0.0/0
      VpcId: !Ref VpcId

  BootstrapInstance:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      IamInstanceProfile: !Ref BootstrapInstanceProfile
      InstanceType: !Ref BootstrapInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "true"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "BootstrapSecurityGroup"
        - !Ref "MasterSecurityGroupId"
        SubnetId: !Ref "PublicSubnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"replace":{"source":"${S3Loc}"}},"version":"3.1.0"}}'
        - {
          S3Loc: !Ref BootstrapIgnitionLocation
        }

  RegisterBootstrapApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref ExternalApiTargetGroupArn
      TargetIp: !GetAtt BootstrapInstance.PrivateIp

  RegisterBootstrapInternalApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalApiTargetGroupArn
      TargetIp: !GetAtt BootstrapInstance.PrivateIp

  RegisterBootstrapInternalServiceTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalServiceTargetGroupArn
      TargetIp: !GetAtt BootstrapInstance.PrivateIp

Outputs:
  BootstrapInstanceId:
    Description: Bootstrap Instance ID.
    Value: !Ref BootstrapInstance

  BootstrapPublicIp:
    Description: The bootstrap node public IP address.
    Value: !GetAtt BootstrapInstance.PublicIp

  BootstrapPrivateIp:
    Description: The bootstrap node private IP address.
    Value: !GetAtt BootstrapInstance.PrivateIp

Additional resources

5.13.16. Creating the control plane machines in AWS

You must create the control plane machines in Amazon Web Services (AWS) that your cluster will use.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources that represent the control plane nodes.

Important

The CloudFormation template creates a stack that represents three control plane nodes.

Note

If you do not use the provided CloudFormation template to create your control plane nodes, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.
  • You created and configured DNS, load balancers, and listeners in AWS.
  • You created the security groups and roles required for your cluster in AWS.
  • You created the bootstrap machine.

Procedure

  1. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "InfrastructureName", 1
        "ParameterValue": "mycluster-<random_string>" 2
      },
      {
        "ParameterKey": "RhcosAmi", 3
        "ParameterValue": "ami-<random_string>" 4
      },
      {
        "ParameterKey": "AutoRegisterDNS", 5
        "ParameterValue": "yes" 6
      },
      {
        "ParameterKey": "PrivateHostedZoneId", 7
        "ParameterValue": "<random_string>" 8
      },
      {
        "ParameterKey": "PrivateHostedZoneName", 9
        "ParameterValue": "mycluster.example.com" 10
      },
      {
        "ParameterKey": "Master0Subnet", 11
        "ParameterValue": "subnet-<random_string>" 12
      },
      {
        "ParameterKey": "Master1Subnet", 13
        "ParameterValue": "subnet-<random_string>" 14
      },
      {
        "ParameterKey": "Master2Subnet", 15
        "ParameterValue": "subnet-<random_string>" 16
      },
      {
        "ParameterKey": "MasterSecurityGroupId", 17
        "ParameterValue": "sg-<random_string>" 18
      },
      {
        "ParameterKey": "IgnitionLocation", 19
        "ParameterValue": "https://api-int.<cluster_name>.<domain_name>:22623/config/master" 20
      },
      {
        "ParameterKey": "CertificateAuthorities", 21
        "ParameterValue": "data:text/plain;charset=utf-8;base64,ABC...xYz==" 22
      },
      {
        "ParameterKey": "MasterInstanceProfileName", 23
        "ParameterValue": "<roles_stack>-MasterInstanceProfile-<random_string>" 24
      },
      {
        "ParameterKey": "MasterInstanceType", 25
        "ParameterValue": "m6i.xlarge" 26
      },
      {
        "ParameterKey": "AutoRegisterELB", 27
        "ParameterValue": "yes" 28
      },
      {
        "ParameterKey": "RegisterNlbIpTargetsLambdaArn", 29
        "ParameterValue": "arn:aws:lambda:<region>:<account_number>:function:<dns_stack_name>-RegisterNlbIpTargets-<random_string>" 30
      },
      {
        "ParameterKey": "ExternalApiTargetGroupArn", 31
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Exter-<random_string>" 32
      },
      {
        "ParameterKey": "InternalApiTargetGroupArn", 33
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Inter-<random_string>" 34
      },
      {
        "ParameterKey": "InternalServiceTargetGroupArn", 35
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Inter-<random_string>" 36
      }
    ]
    1
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    2
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    3
    CurrentRed Hat Enterprise Linux CoreOS (RHCOS) AMI to use for the control plane machines.
    4
    Specify an AWS::EC2::Image::Id value.
    5
    Whether or not to perform DNS etcd registration.
    6
    Specify yes or no. If you specify yes, you must provide hosted zone information.
    7
    The Route 53 private zone ID to register the etcd targets with.
    8
    Specify the PrivateHostedZoneId value from the output of the CloudFormation template for DNS and load balancing.
    9
    The Route 53 zone to register the targets with.
    10
    Specify <cluster_name>.<domain_name> where <domain_name> is the Route 53 base domain that you used when you generated install-config.yaml file for the cluster. Do not include the trailing period (.) that is displayed in the AWS console.
    11 13 15
    A subnet, preferably private, to launch the control plane machines on.
    12 14 16
    Specify a subnet from the PrivateSubnets value from the output of the CloudFormation template for DNS and load balancing.
    17
    The master security group ID to associate with control plane nodes.
    18
    Specify the MasterSecurityGroupId value from the output of the CloudFormation template for the security group and roles.
    19
    The location to fetch control plane Ignition config file from.
    20
    Specify the generated Ignition config file location, https://api-int.<cluster_name>.<domain_name>:22623/config/master.
    21
    The base64 encoded certificate authority string to use.
    22
    Specify the value from the master.ign file that is in the installation directory. This value is the long string with the format data:text/plain;charset=utf-8;base64,ABC…​xYz==.
    23
    The IAM profile to associate with control plane nodes.
    24
    Specify the MasterInstanceProfile parameter value from the output of the CloudFormation template for the security group and roles.
    25
    The type of AWS instance to use for the control plane machines.
    26
    The instance type value corresponds to the minimum resource requirements for control plane machines.
    27
    Whether or not to register a network load balancer (NLB).
    28
    Specify yes or no. If you specify yes, you must provide a Lambda Amazon Resource Name (ARN) value.
    29
    The ARN for NLB IP target registration lambda group.
    30
    Specify the RegisterNlbIpTargetsLambda value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    31
    The ARN for external API load balancer target group.
    32
    Specify the ExternalApiTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    33
    The ARN for internal API load balancer target group.
    34
    Specify the InternalApiTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    35
    The ARN for internal service load balancer target group.
    36
    Specify the InternalServiceTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
  2. Copy the template from the CloudFormation template for control plane machines section of this topic and save it as a YAML file on your computer. This template describes the control plane machines that your cluster requires.
  3. If you specified an m5 instance type as the value for MasterInstanceType, add that instance type to the MasterInstanceType.AllowedValues parameter in the CloudFormation template.
  4. Launch the CloudFormation template to create a stack of AWS resources that represent the control plane nodes:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
    1
    <name> is the name for the CloudFormation stack, such as cluster-control-plane. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-control-plane/21c7e2b0-2ee2-11eb-c6f6-0aa34627df4b

    Note

    The CloudFormation template creates a stack that represents three control plane nodes.

  5. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>
5.13.16.1. CloudFormation template for control plane machines

You can use the following CloudFormation template to deploy the control plane machines that you need for your OpenShift Container Platform cluster.

Example 5.48. CloudFormation template for control plane machines

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Node Launch (EC2 master instances)

Parameters:
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag nodes for the kubelet cloud provider.
    Type: String
  RhcosAmi:
    Description: Current Red Hat Enterprise Linux CoreOS AMI to use for bootstrap.
    Type: AWS::EC2::Image::Id
  AutoRegisterDNS:
    Default: "yes"
    AllowedValues:
    - "yes"
    - "no"
    Description: Do you want to invoke DNS etcd registration, which requires Hosted Zone information?
    Type: String
  PrivateHostedZoneId:
    Description: The Route53 private zone ID to register the etcd targets with, such as Z21IXYZABCZ2A4.
    Type: String
  PrivateHostedZoneName:
    Description: The Route53 zone to register the targets with, such as cluster.example.com. Omit the trailing period.
    Type: String
  Master0Subnet:
    Description: The subnets, recommend private, to launch the master nodes into.
    Type: AWS::EC2::Subnet::Id
  Master1Subnet:
    Description: The subnets, recommend private, to launch the master nodes into.
    Type: AWS::EC2::Subnet::Id
  Master2Subnet:
    Description: The subnets, recommend private, to launch the master nodes into.
    Type: AWS::EC2::Subnet::Id
  MasterSecurityGroupId:
    Description: The master security group ID to associate with master nodes.
    Type: AWS::EC2::SecurityGroup::Id
  IgnitionLocation:
    Default: https://api-int.$CLUSTER_NAME.$DOMAIN:22623/config/master
    Description: Ignition config file location.
    Type: String
  CertificateAuthorities:
    Default: data:text/plain;charset=utf-8;base64,ABC...xYz==
    Description: Base64 encoded certificate authority string to use.
    Type: String
  MasterInstanceProfileName:
    Description: IAM profile to associate with master nodes.
    Type: String
  MasterInstanceType:
    Default: m5.xlarge
    Type: String

  AutoRegisterELB:
    Default: "yes"
    AllowedValues:
    - "yes"
    - "no"
    Description: Do you want to invoke NLB registration, which requires a Lambda ARN parameter?
    Type: String
  RegisterNlbIpTargetsLambdaArn:
    Description: ARN for NLB IP target registration lambda. Supply the value from the cluster infrastructure or select "no" for AutoRegisterELB.
    Type: String
  ExternalApiTargetGroupArn:
    Description: ARN for external API load balancer target group. Supply the value from the cluster infrastructure or select "no" for AutoRegisterELB.
    Type: String
  InternalApiTargetGroupArn:
    Description: ARN for internal API load balancer target group. Supply the value from the cluster infrastructure or select "no" for AutoRegisterELB.
    Type: String
  InternalServiceTargetGroupArn:
    Description: ARN for internal service load balancer target group. Supply the value from the cluster infrastructure or select "no" for AutoRegisterELB.
    Type: String

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - InfrastructureName
    - Label:
        default: "Host Information"
      Parameters:
      - MasterInstanceType
      - RhcosAmi
      - IgnitionLocation
      - CertificateAuthorities
      - MasterSecurityGroupId
      - MasterInstanceProfileName
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcId
      - AllowedBootstrapSshCidr
      - Master0Subnet
      - Master1Subnet
      - Master2Subnet
    - Label:
        default: "DNS"
      Parameters:
      - AutoRegisterDNS
      - PrivateHostedZoneName
      - PrivateHostedZoneId
    - Label:
        default: "Load Balancer Automation"
      Parameters:
      - AutoRegisterELB
      - RegisterNlbIpTargetsLambdaArn
      - ExternalApiTargetGroupArn
      - InternalApiTargetGroupArn
      - InternalServiceTargetGroupArn
    ParameterLabels:
      InfrastructureName:
        default: "Infrastructure Name"
      VpcId:
        default: "VPC ID"
      Master0Subnet:
        default: "Master-0 Subnet"
      Master1Subnet:
        default: "Master-1 Subnet"
      Master2Subnet:
        default: "Master-2 Subnet"
      MasterInstanceType:
        default: "Master Instance Type"
      MasterInstanceProfileName:
        default: "Master Instance Profile Name"
      RhcosAmi:
        default: "Red Hat Enterprise Linux CoreOS AMI ID"
      BootstrapIgnitionLocation:
        default: "Master Ignition Source"
      CertificateAuthorities:
        default: "Ignition CA String"
      MasterSecurityGroupId:
        default: "Master Security Group ID"
      AutoRegisterDNS:
        default: "Use Provided DNS Automation"
      AutoRegisterELB:
        default: "Use Provided ELB Automation"
      PrivateHostedZoneName:
        default: "Private Hosted Zone Name"
      PrivateHostedZoneId:
        default: "Private Hosted Zone ID"

Conditions:
  DoRegistration: !Equals ["yes", !Ref AutoRegisterELB]
  DoDns: !Equals ["yes", !Ref AutoRegisterDNS]

Resources:
  Master0:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      BlockDeviceMappings:
      - DeviceName: /dev/xvda
        Ebs:
          VolumeSize: "120"
          VolumeType: "gp2"
      IamInstanceProfile: !Ref MasterInstanceProfileName
      InstanceType: !Ref MasterInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "false"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "MasterSecurityGroupId"
        SubnetId: !Ref "Master0Subnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"merge":[{"source":"${SOURCE}"}]},"security":{"tls":{"certificateAuthorities":[{"source":"${CA_BUNDLE}"}]}},"version":"3.1.0"}}'
        - {
          SOURCE: !Ref IgnitionLocation,
          CA_BUNDLE: !Ref CertificateAuthorities,
        }
      Tags:
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "shared"

  RegisterMaster0:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref ExternalApiTargetGroupArn
      TargetIp: !GetAtt Master0.PrivateIp

  RegisterMaster0InternalApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalApiTargetGroupArn
      TargetIp: !GetAtt Master0.PrivateIp

  RegisterMaster0InternalServiceTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalServiceTargetGroupArn
      TargetIp: !GetAtt Master0.PrivateIp

  Master1:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      BlockDeviceMappings:
      - DeviceName: /dev/xvda
        Ebs:
          VolumeSize: "120"
          VolumeType: "gp2"
      IamInstanceProfile: !Ref MasterInstanceProfileName
      InstanceType: !Ref MasterInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "false"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "MasterSecurityGroupId"
        SubnetId: !Ref "Master1Subnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"merge":[{"source":"${SOURCE}"}]},"security":{"tls":{"certificateAuthorities":[{"source":"${CA_BUNDLE}"}]}},"version":"3.1.0"}}'
        - {
          SOURCE: !Ref IgnitionLocation,
          CA_BUNDLE: !Ref CertificateAuthorities,
        }
      Tags:
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "shared"

  RegisterMaster1:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref ExternalApiTargetGroupArn
      TargetIp: !GetAtt Master1.PrivateIp

  RegisterMaster1InternalApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalApiTargetGroupArn
      TargetIp: !GetAtt Master1.PrivateIp

  RegisterMaster1InternalServiceTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalServiceTargetGroupArn
      TargetIp: !GetAtt Master1.PrivateIp

  Master2:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      BlockDeviceMappings:
      - DeviceName: /dev/xvda
        Ebs:
          VolumeSize: "120"
          VolumeType: "gp2"
      IamInstanceProfile: !Ref MasterInstanceProfileName
      InstanceType: !Ref MasterInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "false"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "MasterSecurityGroupId"
        SubnetId: !Ref "Master2Subnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"merge":[{"source":"${SOURCE}"}]},"security":{"tls":{"certificateAuthorities":[{"source":"${CA_BUNDLE}"}]}},"version":"3.1.0"}}'
        - {
          SOURCE: !Ref IgnitionLocation,
          CA_BUNDLE: !Ref CertificateAuthorities,
        }
      Tags:
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "shared"

  RegisterMaster2:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref ExternalApiTargetGroupArn
      TargetIp: !GetAtt Master2.PrivateIp

  RegisterMaster2InternalApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalApiTargetGroupArn
      TargetIp: !GetAtt Master2.PrivateIp

  RegisterMaster2InternalServiceTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalServiceTargetGroupArn
      TargetIp: !GetAtt Master2.PrivateIp

  EtcdSrvRecords:
    Condition: DoDns
    Type: AWS::Route53::RecordSet
    Properties:
      HostedZoneId: !Ref PrivateHostedZoneId
      Name: !Join [".", ["_etcd-server-ssl._tcp", !Ref PrivateHostedZoneName]]
      ResourceRecords:
      - !Join [
        " ",
        ["0 10 2380", !Join [".", ["etcd-0", !Ref PrivateHostedZoneName]]],
      ]
      - !Join [
        " ",
        ["0 10 2380", !Join [".", ["etcd-1", !Ref PrivateHostedZoneName]]],
      ]
      - !Join [
        " ",
        ["0 10 2380", !Join [".", ["etcd-2", !Ref PrivateHostedZoneName]]],
      ]
      TTL: 60
      Type: SRV

  Etcd0Record:
    Condition: DoDns
    Type: AWS::Route53::RecordSet
    Properties:
      HostedZoneId: !Ref PrivateHostedZoneId
      Name: !Join [".", ["etcd-0", !Ref PrivateHostedZoneName]]
      ResourceRecords:
      - !GetAtt Master0.PrivateIp
      TTL: 60
      Type: A

  Etcd1Record:
    Condition: DoDns
    Type: AWS::Route53::RecordSet
    Properties:
      HostedZoneId: !Ref PrivateHostedZoneId
      Name: !Join [".", ["etcd-1", !Ref PrivateHostedZoneName]]
      ResourceRecords:
      - !GetAtt Master1.PrivateIp
      TTL: 60
      Type: A

  Etcd2Record:
    Condition: DoDns
    Type: AWS::Route53::RecordSet
    Properties:
      HostedZoneId: !Ref PrivateHostedZoneId
      Name: !Join [".", ["etcd-2", !Ref PrivateHostedZoneName]]
      ResourceRecords:
      - !GetAtt Master2.PrivateIp
      TTL: 60
      Type: A

Outputs:
  PrivateIPs:
    Description: The control-plane node private IP addresses.
    Value:
      !Join [
        ",",
        [!GetAtt Master0.PrivateIp, !GetAtt Master1.PrivateIp, !GetAtt Master2.PrivateIp]
      ]

Additional resources

5.13.17. Creating the worker nodes in AWS

You can create worker nodes in Amazon Web Services (AWS) for your cluster to use.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources that represent a worker node.

Important

The CloudFormation template creates a stack that represents one worker node. You must create a stack for each worker node.

Note

If you do not use the provided CloudFormation template to create your worker nodes, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.
  • You created and configured DNS, load balancers, and listeners in AWS.
  • You created the security groups and roles required for your cluster in AWS.
  • You created the bootstrap machine.
  • You created the control plane machines.

Procedure

  1. Create a JSON file that contains the parameter values that the CloudFormation template requires:

    [
      {
        "ParameterKey": "InfrastructureName", 1
        "ParameterValue": "mycluster-<random_string>" 2
      },
      {
        "ParameterKey": "RhcosAmi", 3
        "ParameterValue": "ami-<random_string>" 4
      },
      {
        "ParameterKey": "Subnet", 5
        "ParameterValue": "subnet-<random_string>" 6
      },
      {
        "ParameterKey": "WorkerSecurityGroupId", 7
        "ParameterValue": "sg-<random_string>" 8
      },
      {
        "ParameterKey": "IgnitionLocation", 9
        "ParameterValue": "https://api-int.<cluster_name>.<domain_name>:22623/config/worker" 10
      },
      {
        "ParameterKey": "CertificateAuthorities", 11
        "ParameterValue": "" 12
      },
      {
        "ParameterKey": "WorkerInstanceProfileName", 13
        "ParameterValue": "" 14
      },
      {
        "ParameterKey": "WorkerInstanceType", 15
        "ParameterValue": "m6i.large" 16
      }
    ]
    1
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    2
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    3
    Current Red Hat Enterprise Linux CoreOS (RHCOS) AMI to use for the worker nodes.
    4
    Specify an AWS::EC2::Image::Id value.
    5
    A subnet, preferably private, to start the worker nodes on.
    6
    Specify a subnet from the PrivateSubnets value from the output of the CloudFormation template for DNS and load balancing.
    7
    The worker security group ID to associate with worker nodes.
    8
    Specify the WorkerSecurityGroupId value from the output of the CloudFormation template for the security group and roles.
    9
    The location to fetch the bootstrap Ignition config file from.
    10
    Specify the generated Ignition config location, https://api-int.<cluster_name>.<domain_name>:22623/config/worker.
    11
    Base64 encoded certificate authority string to use.
    12
    Specify the value from the worker.ign file that is in the installation directory. This value is the long string with the format data:text/plain;charset=utf-8;base64,ABC…​xYz==.
    13
    The IAM profile to associate with worker nodes.
    14
    Specify the WorkerInstanceProfile parameter value from the output of the CloudFormation template for the security group and roles.
    15
    The type of AWS instance to use for the compute machines.
    16
    The instance type value corresponds to the minimum resource requirements for compute machines.
  2. Copy the template from the CloudFormation template for worker machines section of this topic and save it as a YAML file on your computer. This template describes the networking objects and load balancers that your cluster requires.
  3. Optional: If you specified an m5 instance type as the value for WorkerInstanceType, add that instance type to the WorkerInstanceType.AllowedValues parameter in the CloudFormation template.
  4. Optional: If you are deploying with an AWS Marketplace image, update the Worker0.type.properties.ImageID parameter with the AMI ID that you obtained from your subscription.
  5. Use the CloudFormation template to create a stack of AWS resources that represent a worker node:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml \ 2
         --parameters file://<parameters>.json 3
    1
    <name> is the name for the CloudFormation stack, such as cluster-worker-1. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-worker-1/729ee301-1c2a-11eb-348f-sd9888c65b59

    Note

    The CloudFormation template creates a stack that represents one worker node.

  6. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>
  7. Continue to create worker stacks until you have created enough worker machines for your cluster. You can create additional worker stacks by referencing the same template and parameter files and specifying a different stack name.

    Important

    You must create at least two worker machines, so you must create at least two stacks that use this CloudFormation template.

5.13.17.1. CloudFormation template for worker machines

You can use the following CloudFormation template to deploy the worker machines that you need for your OpenShift Container Platform cluster.

Example 5.49. CloudFormation template for worker machines

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Node Launch (EC2 worker instance)

Parameters:
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag nodes for the kubelet cloud provider.
    Type: String
  RhcosAmi:
    Description: Current Red Hat Enterprise Linux CoreOS AMI to use for bootstrap.
    Type: AWS::EC2::Image::Id
  Subnet:
    Description: The subnets, recommend private, to launch the master nodes into.
    Type: AWS::EC2::Subnet::Id
  WorkerSecurityGroupId:
    Description: The master security group ID to associate with master nodes.
    Type: AWS::EC2::SecurityGroup::Id
  IgnitionLocation:
    Default: https://api-int.$CLUSTER_NAME.$DOMAIN:22623/config/worker
    Description: Ignition config file location.
    Type: String
  CertificateAuthorities:
    Default: data:text/plain;charset=utf-8;base64,ABC...xYz==
    Description: Base64 encoded certificate authority string to use.
    Type: String
  WorkerInstanceProfileName:
    Description: IAM profile to associate with master nodes.
    Type: String
  WorkerInstanceType:
    Default: m5.large
    Type: String

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - InfrastructureName
    - Label:
        default: "Host Information"
      Parameters:
      - WorkerInstanceType
      - RhcosAmi
      - IgnitionLocation
      - CertificateAuthorities
      - WorkerSecurityGroupId
      - WorkerInstanceProfileName
    - Label:
        default: "Network Configuration"
      Parameters:
      - Subnet
    ParameterLabels:
      Subnet:
        default: "Subnet"
      InfrastructureName:
        default: "Infrastructure Name"
      WorkerInstanceType:
        default: "Worker Instance Type"
      WorkerInstanceProfileName:
        default: "Worker Instance Profile Name"
      RhcosAmi:
        default: "Red Hat Enterprise Linux CoreOS AMI ID"
      IgnitionLocation:
        default: "Worker Ignition Source"
      CertificateAuthorities:
        default: "Ignition CA String"
      WorkerSecurityGroupId:
        default: "Worker Security Group ID"

Resources:
  Worker0:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      BlockDeviceMappings:
      - DeviceName: /dev/xvda
        Ebs:
          VolumeSize: "120"
          VolumeType: "gp2"
      IamInstanceProfile: !Ref WorkerInstanceProfileName
      InstanceType: !Ref WorkerInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "false"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "WorkerSecurityGroupId"
        SubnetId: !Ref "Subnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"merge":[{"source":"${SOURCE}"}]},"security":{"tls":{"certificateAuthorities":[{"source":"${CA_BUNDLE}"}]}},"version":"3.1.0"}}'
        - {
          SOURCE: !Ref IgnitionLocation,
          CA_BUNDLE: !Ref CertificateAuthorities,
        }
      Tags:
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "shared"

Outputs:
  PrivateIP:
    Description: The compute node private IP address.
    Value: !GetAtt Worker0.PrivateIp

Additional resources

5.13.18. Initializing the bootstrap sequence on AWS with user-provisioned infrastructure

After you create all of the required infrastructure in Amazon Web Services (AWS), you can start the bootstrap sequence that initializes the OpenShift Container Platform control plane.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.
  • You created and configured DNS, load balancers, and listeners in AWS.
  • You created the security groups and roles required for your cluster in AWS.
  • You created the bootstrap machine.
  • You created the control plane machines.
  • You created the worker nodes.

Procedure

  1. Change to the directory that contains the installation program and start the bootstrap process that initializes the OpenShift Container Platform control plane:

    $ ./openshift-install wait-for bootstrap-complete --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different installation details, specify warn, debug, or error instead of info.

    Example output

    INFO Waiting up to 20m0s for the Kubernetes API at https://api.mycluster.example.com:6443...
    INFO API v1.23.0 up
    INFO Waiting up to 30m0s for bootstrapping to complete...
    INFO It is now safe to remove the bootstrap resources
    INFO Time elapsed: 1s

    If the command exits without a FATAL warning, your OpenShift Container Platform control plane has initialized.

    Note

    After the control plane initializes, it sets up the compute nodes and installs additional services in the form of Operators.

Additional resources

5.13.19. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

5.13.20. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.13.21. Approving the certificate signing requests for your machines

When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself. The client requests must be approved first, followed by the server requests.

Prerequisites

  • You added machines to your cluster.

Procedure

  1. Confirm that the cluster recognizes the machines:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  63m  v1.23.0
    master-1  Ready     master  63m  v1.23.0
    master-2  Ready     master  64m  v1.23.0

    The output lists all of the machines that you created.

    Note

    The preceding output might not include the compute nodes, also known as worker nodes, until some CSRs are approved.

  2. Review the pending CSRs and ensure that you see the client requests with the Pending or Approved status for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-8b2br   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    csr-8vnps   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    ...

    In this example, two machines are joining the cluster. You might see more approved CSRs in the list.

  3. If the CSRs were not approved, after all of the pending CSRs for the machines you added are in Pending status, approve the CSRs for your cluster machines:

    Note

    Because the CSRs rotate automatically, approve your CSRs within an hour of adding the machines to the cluster. If you do not approve them within an hour, the certificates will rotate, and more than two certificates will be present for each node. You must approve all of these certificates. After the client CSR is approved, the Kubelet creates a secondary CSR for the serving certificate, which requires manual approval. Then, subsequent serving certificate renewal requests are automatically approved by the machine-approver if the Kubelet requests a new certificate with identical parameters.

    Note

    For clusters running on platforms that are not machine API enabled, such as bare metal and other user-provisioned infrastructure, you must implement a method of automatically approving the kubelet serving certificate requests (CSRs). If a request is not approved, then the oc exec, oc rsh, and oc logs commands cannot succeed, because a serving certificate is required when the API server connects to the kubelet. Any operation that contacts the Kubelet endpoint requires this certificate approval to be in place. The method must watch for new CSRs, confirm that the CSR was submitted by the node-bootstrapper service account in the system:node or system:admin groups, and confirm the identity of the node.

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs --no-run-if-empty oc adm certificate approve
      Note

      Some Operators might not become available until some CSRs are approved.

  4. Now that your client requests are approved, you must review the server requests for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-bfd72   5m26s   system:node:ip-10-0-50-126.us-east-2.compute.internal                       Pending
    csr-c57lv   5m26s   system:node:ip-10-0-95-157.us-east-2.compute.internal                       Pending
    ...

  5. If the remaining CSRs are not approved, and are in the Pending status, approve the CSRs for your cluster machines:

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs oc adm certificate approve
  6. After all client and server CSRs have been approved, the machines have the Ready status. Verify this by running the following command:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  73m  v1.23.0
    master-1  Ready     master  73m  v1.23.0
    master-2  Ready     master  74m  v1.23.0
    worker-0  Ready     worker  11m  v1.23.0
    worker-1  Ready     worker  11m  v1.23.0

    Note

    It can take a few minutes after approval of the server CSRs for the machines to transition to the Ready status.

Additional information

5.13.22. Initial Operator configuration

After the control plane initializes, you must immediately configure some Operators so that they all become available.

Prerequisites

  • Your control plane has initialized.

Procedure

  1. Watch the cluster components come online:

    $ watch -n5 oc get clusteroperators

    Example output

    NAME                                       VERSION   AVAILABLE   PROGRESSING   DEGRADED   SINCE
    authentication                             4.10.0    True        False         False      19m
    baremetal                                  4.10.0    True        False         False      37m
    cloud-credential                           4.10.0    True        False         False      40m
    cluster-autoscaler                         4.10.0    True        False         False      37m
    config-operator                            4.10.0    True        False         False      38m
    console                                    4.10.0    True        False         False      26m
    csi-snapshot-controller                    4.10.0    True        False         False      37m
    dns                                        4.10.0    True        False         False      37m
    etcd                                       4.10.0    True        False         False      36m
    image-registry                             4.10.0    True        False         False      31m
    ingress                                    4.10.0    True        False         False      30m
    insights                                   4.10.0    True        False         False      31m
    kube-apiserver                             4.10.0    True        False         False      26m
    kube-controller-manager                    4.10.0    True        False         False      36m
    kube-scheduler                             4.10.0    True        False         False      36m
    kube-storage-version-migrator              4.10.0    True        False         False      37m
    machine-api                                4.10.0    True        False         False      29m
    machine-approver                           4.10.0    True        False         False      37m
    machine-config                             4.10.0    True        False         False      36m
    marketplace                                4.10.0    True        False         False      37m
    monitoring                                 4.10.0    True        False         False      29m
    network                                    4.10.0    True        False         False      38m
    node-tuning                                4.10.0    True        False         False      37m
    openshift-apiserver                        4.10.0    True        False         False      32m
    openshift-controller-manager               4.10.0    True        False         False      30m
    openshift-samples                          4.10.0    True        False         False      32m
    operator-lifecycle-manager                 4.10.0    True        False         False      37m
    operator-lifecycle-manager-catalog         4.10.0    True        False         False      37m
    operator-lifecycle-manager-packageserver   4.10.0    True        False         False      32m
    service-ca                                 4.10.0    True        False         False      38m
    storage                                    4.10.0    True        False         False      37m

  2. Configure the Operators that are not available.
5.13.22.1. Image registry storage configuration

Amazon Web Services provides default storage, which means the Image Registry Operator is available after installation. However, if the Registry Operator cannot create an S3 bucket and automatically configure storage, you must manually configure registry storage.

Instructions are shown for configuring a persistent volume, which is required for production clusters. Where applicable, instructions are shown for configuring an empty directory as the storage location, which is available for only non-production clusters.

Additional instructions are provided for allowing the image registry to use block storage types by using the Recreate rollout strategy during upgrades.

You can configure registry storage for user-provisioned infrastructure in AWS to deploy OpenShift Container Platform to hidden regions. See Configuring the registry for AWS user-provisioned infrastructure for more information.

5.13.22.1.1. Configuring registry storage for AWS with user-provisioned infrastructure

During installation, your cloud credentials are sufficient to create an Amazon S3 bucket and the Registry Operator will automatically configure storage.

If the Registry Operator cannot create an S3 bucket and automatically configure storage, you can create an S3 bucket and configure storage with the following procedure.

Prerequisites

  • You have a cluster on AWS with user-provisioned infrastructure.
  • For Amazon S3 storage, the secret is expected to contain two keys:

    • REGISTRY_STORAGE_S3_ACCESSKEY
    • REGISTRY_STORAGE_S3_SECRETKEY

Procedure

Use the following procedure if the Registry Operator cannot create an S3 bucket and automatically configure storage.

  1. Set up a Bucket Lifecycle Policy to abort incomplete multipart uploads that are one day old.
  2. Fill in the storage configuration in configs.imageregistry.operator.openshift.io/cluster:

    $ oc edit configs.imageregistry.operator.openshift.io/cluster

    Example configuration

    storage:
      s3:
        bucket: <bucket-name>
        region: <region-name>

Warning

To secure your registry images in AWS, block public access to the S3 bucket.

5.13.22.1.2. Configuring storage for the image registry in non-production clusters

You must configure storage for the Image Registry Operator. For non-production clusters, you can set the image registry to an empty directory. If you do so, all images are lost if you restart the registry.

Procedure

  • To set the image registry storage to an empty directory:

    $ oc patch configs.imageregistry.operator.openshift.io cluster --type merge --patch '{"spec":{"storage":{"emptyDir":{}}}}'
    Warning

    Configure this option for only non-production clusters.

    If you run this command before the Image Registry Operator initializes its components, the oc patch command fails with the following error:

    Error from server (NotFound): configs.imageregistry.operator.openshift.io "cluster" not found

    Wait a few minutes and run the command again.

5.13.23. Deleting the bootstrap resources

After you complete the initial Operator configuration for the cluster, remove the bootstrap resources from Amazon Web Services (AWS).

Prerequisites

  • You completed the initial Operator configuration for your cluster.

Procedure

  1. Delete the bootstrap resources. If you used the CloudFormation template, delete its stack:

    • Delete the stack by using the AWS CLI:

      $ aws cloudformation delete-stack --stack-name <name> 1
      1
      <name> is the name of your bootstrap stack.
    • Delete the stack by using the AWS CloudFormation console.

5.13.24. Creating the Ingress DNS Records

If you removed the DNS Zone configuration, manually create DNS records that point to the Ingress load balancer. You can create either a wildcard record or specific records. While the following procedure uses A records, you can use other record types that you require, such as CNAME or alias.

Prerequisites

Procedure

  1. Determine the routes to create.

    • To create a wildcard record, use *.apps.<cluster_name>.<domain_name>, where <cluster_name> is your cluster name, and <domain_name> is the Route 53 base domain for your OpenShift Container Platform cluster.
    • To create specific records, you must create a record for each route that your cluster uses, as shown in the output of the following command:

      $ oc get --all-namespaces -o jsonpath='{range .items[*]}{range .status.ingress[*]}{.host}{"\n"}{end}{end}' routes

      Example output

      oauth-openshift.apps.<cluster_name>.<domain_name>
      console-openshift-console.apps.<cluster_name>.<domain_name>
      downloads-openshift-console.apps.<cluster_name>.<domain_name>
      alertmanager-main-openshift-monitoring.apps.<cluster_name>.<domain_name>
      grafana-openshift-monitoring.apps.<cluster_name>.<domain_name>
      prometheus-k8s-openshift-monitoring.apps.<cluster_name>.<domain_name>

  2. Retrieve the Ingress Operator load balancer status and note the value of the external IP address that it uses, which is shown in the EXTERNAL-IP column:

    $ oc -n openshift-ingress get service router-default

    Example output

    NAME             TYPE           CLUSTER-IP      EXTERNAL-IP                            PORT(S)                      AGE
    router-default   LoadBalancer   172.30.62.215   ab3...28.us-east-2.elb.amazonaws.com   80:31499/TCP,443:30693/TCP   5m

  3. Locate the hosted zone ID for the load balancer:

    $ aws elb describe-load-balancers | jq -r '.LoadBalancerDescriptions[] | select(.DNSName == "<external_ip>").CanonicalHostedZoneNameID' 1
    1
    For <external_ip>, specify the value of the external IP address of the Ingress Operator load balancer that you obtained.

    Example output

    Z3AADJGX6KTTL2

    The output of this command is the load balancer hosted zone ID.

  4. Obtain the public hosted zone ID for your cluster’s domain:

    $ aws route53 list-hosted-zones-by-name \
                --dns-name "<domain_name>" \ 1
                --query 'HostedZones[? Config.PrivateZone != `true` && Name == `<domain_name>.`].Id' 2
                --output text
    1 2
    For <domain_name>, specify the Route 53 base domain for your OpenShift Container Platform cluster.

    Example output

    /hostedzone/Z3URY6TWQ91KVV

    The public hosted zone ID for your domain is shown in the command output. In this example, it is Z3URY6TWQ91KVV.

  5. Add the alias records to your private zone:

    $ aws route53 change-resource-record-sets --hosted-zone-id "<private_hosted_zone_id>" --change-batch '{ 1
    >   "Changes": [
    >     {
    >       "Action": "CREATE",
    >       "ResourceRecordSet": {
    >         "Name": "\\052.apps.<cluster_domain>", 2
    >         "Type": "A",
    >         "AliasTarget":{
    >           "HostedZoneId": "<hosted_zone_id>", 3
    >           "DNSName": "<external_ip>.", 4
    >           "EvaluateTargetHealth": false
    >         }
    >       }
    >     }
    >   ]
    > }'
    1
    For <private_hosted_zone_id>, specify the value from the output of the CloudFormation template for DNS and load balancing.
    2
    For <cluster_domain>, specify the domain or subdomain that you use with your OpenShift Container Platform cluster.
    3
    For <hosted_zone_id>, specify the public hosted zone ID for the load balancer that you obtained.
    4
    For <external_ip>, specify the value of the external IP address of the Ingress Operator load balancer. Ensure that you include the trailing period (.) in this parameter value.
  6. Add the records to your public zone:

    $ aws route53 change-resource-record-sets --hosted-zone-id "<public_hosted_zone_id>"" --change-batch '{ 1
    >   "Changes": [
    >     {
    >       "Action": "CREATE",
    >       "ResourceRecordSet": {
    >         "Name": "\\052.apps.<cluster_domain>", 2
    >         "Type": "A",
    >         "AliasTarget":{
    >           "HostedZoneId": "<hosted_zone_id>", 3
    >           "DNSName": "<external_ip>.", 4
    >           "EvaluateTargetHealth": false
    >         }
    >       }
    >     }
    >   ]
    > }'
    1
    For <public_hosted_zone_id>, specify the public hosted zone for your domain.
    2
    For <cluster_domain>, specify the domain or subdomain that you use with your OpenShift Container Platform cluster.
    3
    For <hosted_zone_id>, specify the public hosted zone ID for the load balancer that you obtained.
    4
    For <external_ip>, specify the value of the external IP address of the Ingress Operator load balancer. Ensure that you include the trailing period (.) in this parameter value.

5.13.25. Completing an AWS installation on user-provisioned infrastructure

After you start the OpenShift Container Platform installation on Amazon Web Service (AWS) user-provisioned infrastructure, monitor the deployment to completion.

Prerequisites

  • You removed the bootstrap node for an OpenShift Container Platform cluster on user-provisioned AWS infrastructure.
  • You installed the oc CLI.

Procedure

  • From the directory that contains the installation program, complete the cluster installation:

    $ ./openshift-install --dir <installation_directory> wait-for install-complete 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

    INFO Waiting up to 40m0s for the cluster at https://api.mycluster.example.com:6443 to initialize...
    INFO Waiting up to 10m0s for the openshift-console route to be created...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "password"
    INFO Time elapsed: 1s

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

5.13.26. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.13.27. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.13.28. Additional resources

  • See Working with stacks in the AWS documentation for more information about AWS CloudFormation stacks.

5.13.29. Next steps

5.14. Installing a cluster on AWS in a restricted network with user-provisioned infrastructure

In OpenShift Container Platform version 4.10, you can install a cluster on Amazon Web Services (AWS) using infrastructure that you provide and an internal mirror of the installation release content.

Important

While you can install an OpenShift Container Platform cluster by using mirrored installation release content, your cluster still requires internet access to use the AWS APIs.

One way to create this infrastructure is to use the provided CloudFormation templates. You can modify the templates to customize your infrastructure or use the information that they contain to create AWS objects according to your company’s policies.

Important

The steps for performing a user-provisioned infrastructure installation are provided as an example only. Installing a cluster with infrastructure you provide requires knowledge of the cloud provider and the installation process of OpenShift Container Platform. Several CloudFormation templates are provided to assist in completing these steps or to help model your own. You are also free to create the required resources through other methods; the templates are just an example.

5.14.1. Prerequisites

5.14.2. About installations in restricted networks

In OpenShift Container Platform 4.10, you can perform an installation that does not require an active connection to the internet to obtain software components. Restricted network installations can be completed using installer-provisioned infrastructure or user-provisioned infrastructure, depending on the cloud platform to which you are installing the cluster.

If you choose to perform a restricted network installation on a cloud platform, you still require access to its cloud APIs. Some cloud functions, like Amazon Web Service’s Route 53 DNS and IAM services, require internet access. Depending on your network, you might require less internet access for an installation on bare metal hardware or on VMware vSphere.

To complete a restricted network installation, you must create a registry that mirrors the contents of the OpenShift image registry and contains the installation media. You can create this registry on a mirror host, which can access both the internet and your closed network, or by using other methods that meet your restrictions.

Important

Because of the complexity of the configuration for user-provisioned installations, consider completing a standard user-provisioned infrastructure installation before you attempt a restricted network installation using user-provisioned infrastructure. Completing this test installation might make it easier to isolate and troubleshoot any issues that might arise during your installation in a restricted network.

5.14.2.1. Additional limits

Clusters in restricted networks have the following additional limitations and restrictions:

  • The ClusterVersion status includes an Unable to retrieve available updates error.
  • By default, you cannot use the contents of the Developer Catalog because you cannot access the required image stream tags.

5.14.3. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to obtain the images that are necessary to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

5.14.4. Requirements for a cluster with user-provisioned infrastructure

For a cluster that contains user-provisioned infrastructure, you must deploy all of the required machines.

This section describes the requirements for deploying OpenShift Container Platform on user-provisioned infrastructure.

5.14.4.1. Required machines for cluster installation

The smallest OpenShift Container Platform clusters require the following hosts:

Table 5.50. Minimum required hosts
HostsDescription

One temporary bootstrap machine

The cluster requires the bootstrap machine to deploy the OpenShift Container Platform cluster on the three control plane machines. You can remove the bootstrap machine after you install the cluster.

Three control plane machines

The control plane machines run the Kubernetes and OpenShift Container Platform services that form the control plane.

At least two compute machines, which are also known as worker machines.

The workloads requested by OpenShift Container Platform users run on the compute machines.

Important

To maintain high availability of your cluster, use separate physical hosts for these cluster machines.

The bootstrap and control plane machines must use Red Hat Enterprise Linux CoreOS (RHCOS) as the operating system. However, the compute machines can choose between Red Hat Enterprise Linux CoreOS (RHCOS), Red Hat Enterprise Linux (RHEL) 8.4, or RHEL 8.5.

Note that RHCOS is based on Red Hat Enterprise Linux (RHEL) 8 and inherits all of its hardware certifications and requirements. See Red Hat Enterprise Linux technology capabilities and limits.

5.14.4.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 5.51. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

5.14.4.3. Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.50. Machine types based on 64-bit x86 architecture

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
5.14.4.4. Tested instance types for AWS on 64-bit ARM infrastructures

The following Amazon Web Services (AWS) ARM64 instance types have been tested with OpenShift Container Platform.

Note

Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".

Example 5.51. Machine types based on 64-bit ARM architecture

  • c6g.*
  • m6g.*
5.14.4.5. Certificate signing requests management

Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager only approves the kubelet client CSRs. The machine-approver cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.

5.14.5. Required AWS infrastructure components

To install OpenShift Container Platform on user-provisioned infrastructure in Amazon Web Services (AWS), you must manually create both the machines and their supporting infrastructure.

For more information about the integration testing for different platforms, see the OpenShift Container Platform 4.x Tested Integrations page.

By using the provided CloudFormation templates, you can create stacks of AWS resources that represent the following components:

  • An AWS Virtual Private Cloud (VPC)
  • Networking and load balancing components
  • Security groups and roles
  • An OpenShift Container Platform bootstrap node
  • OpenShift Container Platform control plane nodes
  • An OpenShift Container Platform compute node

Alternatively, you can manually create the components or you can reuse existing infrastructure that meets the cluster requirements. Review the CloudFormation templates for more details about how the components interrelate.

5.14.5.1. Other infrastructure components
  • A VPC
  • DNS entries
  • Load balancers (classic or network) and listeners
  • A public and a private Route 53 zone
  • Security groups
  • IAM roles
  • S3 buckets

If you are working in a disconnected environment or use a proxy, you cannot reach the public IP addresses for EC2 and ELB endpoints. To reach these endpoints, you must create a VPC endpoint and attach it to the subnet that the clusters are using. Create the following endpoints:

  • ec2.<region>.amazonaws.com
  • elasticloadbalancing.<region>.amazonaws.com
  • s3.<region>.amazonaws.com

Required VPC components

You must provide a suitable VPC and subnets that allow communication to your machines.

ComponentAWS typeDescription

VPC

  • AWS::EC2::VPC
  • AWS::EC2::VPCEndpoint

You must provide a public VPC for the cluster to use. The VPC uses an endpoint that references the route tables for each subnet to improve communication with the registry that is hosted in S3.

Public subnets

  • AWS::EC2::Subnet
  • AWS::EC2::SubnetNetworkAclAssociation

Your VPC must have public subnets for between 1 and 3 availability zones and associate them with appropriate Ingress rules.

Internet gateway

  • AWS::EC2::InternetGateway
  • AWS::EC2::VPCGatewayAttachment
  • AWS::EC2::RouteTable
  • AWS::EC2::Route
  • AWS::EC2::SubnetRouteTableAssociation
  • AWS::EC2::NatGateway
  • AWS::EC2::EIP

You must have a public internet gateway, with public routes, attached to the VPC. In the provided templates, each public subnet has a NAT gateway with an EIP address. These NAT gateways allow cluster resources, like private subnet instances, to reach the internet and are not required for some restricted network or proxy scenarios.

Network access control

  • AWS::EC2::NetworkAcl
  • AWS::EC2::NetworkAclEntry

You must allow the VPC to access the following ports:

Port

Reason

80

Inbound HTTP traffic

443

Inbound HTTPS traffic

22

Inbound SSH traffic

1024 - 65535

Inbound ephemeral traffic

0 - 65535

Outbound ephemeral traffic

Private subnets

  • AWS::EC2::Subnet
  • AWS::EC2::RouteTable
  • AWS::EC2::SubnetRouteTableAssociation

Your VPC can have private subnets. The provided CloudFormation templates can create private subnets for between 1 and 3 availability zones. If you use private subnets, you must provide appropriate routes and tables for them.

Required DNS and load balancing components

Your DNS and load balancer configuration needs to use a public hosted zone and can use a private hosted zone similar to the one that the installation program uses if it provisions the cluster’s infrastructure. You must create a DNS entry that resolves to your load balancer. An entry for api.<cluster_name>.<domain> must point to the external load balancer, and an entry for api-int.<cluster_name>.<domain> must point to the internal load balancer.

The cluster also requires load balancers and listeners for port 6443, which are required for the Kubernetes API and its extensions, and port 22623, which are required for the Ignition config files for new machines. The targets will be the control plane nodes. Port 6443 must be accessible to both clients external to the cluster and nodes within the cluster. Port 22623 must be accessible to nodes within the cluster.

ComponentAWS typeDescription

DNS

AWS::Route53::HostedZone

The hosted zone for your internal DNS.

etcd record sets

AWS::Route53::RecordSet

The registration records for etcd for your control plane machines.

Public load balancer

AWS::ElasticLoadBalancingV2::LoadBalancer

The load balancer for your public subnets.

External API server record

AWS::Route53::RecordSetGroup

Alias records for the external API server.

External listener

AWS::ElasticLoadBalancingV2::Listener

A listener on port 6443 for the external load balancer.

External target group

AWS::ElasticLoadBalancingV2::TargetGroup

The target group for the external load balancer.

Private load balancer

AWS::ElasticLoadBalancingV2::LoadBalancer

The load balancer for your private subnets.

Internal API server record

AWS::Route53::RecordSetGroup

Alias records for the internal API server.

Internal listener

AWS::ElasticLoadBalancingV2::Listener

A listener on port 22623 for the internal load balancer.

Internal target group

AWS::ElasticLoadBalancingV2::TargetGroup

The target group for the internal load balancer.

Internal listener

AWS::ElasticLoadBalancingV2::Listener

A listener on port 6443 for the internal load balancer.

Internal target group

AWS::ElasticLoadBalancingV2::TargetGroup

The target group for the internal load balancer.

Security groups

The control plane and worker machines require access to the following ports:

GroupTypeIP ProtocolPort range

MasterSecurityGroup

AWS::EC2::SecurityGroup

icmp

0

tcp

22

tcp

6443

tcp

22623

WorkerSecurityGroup

AWS::EC2::SecurityGroup

icmp

0

tcp

22

BootstrapSecurityGroup

AWS::EC2::SecurityGroup

tcp

22

tcp

19531

Control plane Ingress

The control plane machines require the following Ingress groups. Each Ingress group is a AWS::EC2::SecurityGroupIngress resource.

Ingress groupDescriptionIP protocolPort range

MasterIngressEtcd

etcd

tcp

2379- 2380

MasterIngressVxlan

Vxlan packets

udp

4789

MasterIngressWorkerVxlan

Vxlan packets

udp

4789

MasterIngressInternal

Internal cluster communication and Kubernetes proxy metrics

tcp

9000 - 9999

MasterIngressWorkerInternal

Internal cluster communication

tcp

9000 - 9999

MasterIngressKube

Kubernetes kubelet, scheduler and controller manager

tcp

10250 - 10259

MasterIngressWorkerKube

Kubernetes kubelet, scheduler and controller manager

tcp

10250 - 10259

MasterIngressIngressServices

Kubernetes Ingress services

tcp

30000 - 32767

MasterIngressWorkerIngressServices

Kubernetes Ingress services

tcp

30000 - 32767

MasterIngressGeneve

Geneve packets

udp

6081

MasterIngressWorkerGeneve

Geneve packets

udp

6081

MasterIngressIpsecIke

IPsec IKE packets

udp

500

MasterIngressWorkerIpsecIke

IPsec IKE packets

udp

500

MasterIngressIpsecNat

IPsec NAT-T packets

udp

4500

MasterIngressWorkerIpsecNat

IPsec NAT-T packets

udp

4500

MasterIngressIpsecEsp

IPsec ESP packets

50

All

MasterIngressWorkerIpsecEsp

IPsec ESP packets

50

All

MasterIngressInternalUDP

Internal cluster communication

udp

9000 - 9999

MasterIngressWorkerInternalUDP

Internal cluster communication

udp

9000 - 9999

MasterIngressIngressServicesUDP

Kubernetes Ingress services

udp

30000 - 32767

MasterIngressWorkerIngressServicesUDP

Kubernetes Ingress services

udp

30000 - 32767

Worker Ingress

The worker machines require the following Ingress groups. Each Ingress group is a AWS::EC2::SecurityGroupIngress resource.

Ingress groupDescriptionIP protocolPort range

WorkerIngressVxlan

Vxlan packets

udp

4789

WorkerIngressWorkerVxlan

Vxlan packets

udp

4789

WorkerIngressInternal

Internal cluster communication

tcp

9000 - 9999

WorkerIngressWorkerInternal

Internal cluster communication

tcp

9000 - 9999

WorkerIngressKube

Kubernetes kubelet, scheduler, and controller manager

tcp

10250

WorkerIngressWorkerKube

Kubernetes kubelet, scheduler, and controller manager

tcp

10250

WorkerIngressIngressServices

Kubernetes Ingress services

tcp

30000 - 32767

WorkerIngressWorkerIngressServices

Kubernetes Ingress services

tcp

30000 - 32767

WorkerIngressGeneve

Geneve packets

udp

6081

WorkerIngressMasterGeneve

Geneve packets

udp

6081

WorkerIngressIpsecIke

IPsec IKE packets

udp

500

WorkerIngressMasterIpsecIke

IPsec IKE packets

udp

500

WorkerIngressIpsecNat

IPsec NAT-T packets

udp

4500

WorkerIngressMasterIpsecNat

IPsec NAT-T packets

udp

4500

WorkerIngressIpsecEsp

IPsec ESP packets

50

All

WorkerIngressMasterIpsecEsp

IPsec ESP packets

50

All

WorkerIngressInternalUDP

Internal cluster communication

udp

9000 - 9999

WorkerIngressMasterInternalUDP

Internal cluster communication

udp

9000 - 9999

WorkerIngressIngressServicesUDP

Kubernetes Ingress services

udp

30000 - 32767

WorkerIngressMasterIngressServicesUDP

Kubernetes Ingress services

udp

30000 - 32767

Roles and instance profiles

You must grant the machines permissions in AWS. The provided CloudFormation templates grant the machines Allow permissions for the following AWS::IAM::Role objects and provide a AWS::IAM::InstanceProfile for each set of roles. If you do not use the templates, you can grant the machines the following broad permissions or the following individual permissions.

RoleEffectActionResource

Master

Allow

ec2:*

*

Allow

elasticloadbalancing:*

*

Allow

iam:PassRole

*

Allow

s3:GetObject

*

Worker

Allow

ec2:Describe*

*

Bootstrap

Allow

ec2:Describe*

*

Allow

ec2:AttachVolume

*

Allow

ec2:DetachVolume

*

5.14.5.2. Cluster machines

You need AWS::EC2::Instance objects for the following machines:

  • A bootstrap machine. This machine is required during installation, but you can remove it after your cluster deploys.
  • Three control plane machines. The control plane machines are not governed by a machine set.
  • Compute machines. You must create at least two compute machines, which are also known as worker machines, during installation. These machines are not governed by a machine set.
5.14.5.3. Required AWS permissions for the IAM user
Note

Your IAM user must have the permission tag:GetResources in the region us-east-1 to delete the base cluster resources. As part of the AWS API requirement, the OpenShift Container Platform installation program performs various actions in this region.

When you attach the AdministratorAccess policy to the IAM user that you create in Amazon Web Services (AWS), you grant that user all of the required permissions. To deploy all components of an OpenShift Container Platform cluster, the IAM user requires the following permissions:

Example 5.52. Required EC2 permissions for installation

  • ec2:AuthorizeSecurityGroupEgress
  • ec2:AuthorizeSecurityGroupIngress
  • ec2:CopyImage
  • ec2:CreateNetworkInterface
  • ec2:AttachNetworkInterface
  • ec2:CreateSecurityGroup
  • ec2:CreateTags
  • ec2:CreateVolume
  • ec2:DeleteSecurityGroup
  • ec2:DeleteSnapshot
  • ec2:DeleteTags
  • ec2:DeregisterImage
  • ec2:DescribeAccountAttributes
  • ec2:DescribeAddresses
  • ec2:DescribeAvailabilityZones
  • ec2:DescribeDhcpOptions
  • ec2:DescribeImages
  • ec2:DescribeInstanceAttribute
  • ec2:DescribeInstanceCreditSpecifications
  • ec2:DescribeInstances
  • ec2:DescribeInstanceTypes
  • ec2:DescribeInternetGateways
  • ec2:DescribeKeyPairs
  • ec2:DescribeNatGateways
  • ec2:DescribeNetworkAcls
  • ec2:DescribeNetworkInterfaces
  • ec2:DescribePrefixLists
  • ec2:DescribeRegions
  • ec2:DescribeRouteTables
  • ec2:DescribeSecurityGroups
  • ec2:DescribeSubnets
  • ec2:DescribeTags
  • ec2:DescribeVolumes
  • ec2:DescribeVpcAttribute
  • ec2:DescribeVpcClassicLink
  • ec2:DescribeVpcClassicLinkDnsSupport
  • ec2:DescribeVpcEndpoints
  • ec2:DescribeVpcs
  • ec2:GetEbsDefaultKmsKeyId
  • ec2:ModifyInstanceAttribute
  • ec2:ModifyNetworkInterfaceAttribute
  • ec2:RevokeSecurityGroupEgress
  • ec2:RevokeSecurityGroupIngress
  • ec2:RunInstances
  • ec2:TerminateInstances

Example 5.53. Required permissions for creating network resources during installation

  • ec2:AllocateAddress
  • ec2:AssociateAddress
  • ec2:AssociateDhcpOptions
  • ec2:AssociateRouteTable
  • ec2:AttachInternetGateway
  • ec2:CreateDhcpOptions
  • ec2:CreateInternetGateway
  • ec2:CreateNatGateway
  • ec2:CreateRoute
  • ec2:CreateRouteTable
  • ec2:CreateSubnet
  • ec2:CreateVpc
  • ec2:CreateVpcEndpoint
  • ec2:ModifySubnetAttribute
  • ec2:ModifyVpcAttribute
Note

If you use an existing VPC, your account does not require these permissions for creating network resources.

Example 5.54. Required Elastic Load Balancing permissions (ELB) for installation

  • elasticloadbalancing:AddTags
  • elasticloadbalancing:ApplySecurityGroupsToLoadBalancer
  • elasticloadbalancing:AttachLoadBalancerToSubnets
  • elasticloadbalancing:ConfigureHealthCheck
  • elasticloadbalancing:CreateLoadBalancer
  • elasticloadbalancing:CreateLoadBalancerListeners
  • elasticloadbalancing:DeleteLoadBalancer
  • elasticloadbalancing:DeregisterInstancesFromLoadBalancer
  • elasticloadbalancing:DescribeInstanceHealth
  • elasticloadbalancing:DescribeLoadBalancerAttributes
  • elasticloadbalancing:DescribeLoadBalancers
  • elasticloadbalancing:DescribeTags
  • elasticloadbalancing:ModifyLoadBalancerAttributes
  • elasticloadbalancing:RegisterInstancesWithLoadBalancer
  • elasticloadbalancing:SetLoadBalancerPoliciesOfListener

Example 5.55. Required Elastic Load Balancing permissions (ELBv2) for installation

  • elasticloadbalancing:AddTags
  • elasticloadbalancing:CreateListener
  • elasticloadbalancing:CreateLoadBalancer
  • elasticloadbalancing:CreateTargetGroup
  • elasticloadbalancing:DeleteLoadBalancer
  • elasticloadbalancing:DeregisterTargets
  • elasticloadbalancing:DescribeListeners
  • elasticloadbalancing:DescribeLoadBalancerAttributes
  • elasticloadbalancing:DescribeLoadBalancers
  • elasticloadbalancing:DescribeTargetGroupAttributes
  • elasticloadbalancing:DescribeTargetHealth
  • elasticloadbalancing:ModifyLoadBalancerAttributes
  • elasticloadbalancing:ModifyTargetGroup
  • elasticloadbalancing:ModifyTargetGroupAttributes
  • elasticloadbalancing:RegisterTargets

Example 5.56. Required IAM permissions for installation

  • iam:AddRoleToInstanceProfile
  • iam:CreateInstanceProfile
  • iam:CreateRole
  • iam:DeleteInstanceProfile
  • iam:DeleteRole
  • iam:DeleteRolePolicy
  • iam:GetInstanceProfile
  • iam:GetRole
  • iam:GetRolePolicy
  • iam:GetUser
  • iam:ListInstanceProfilesForRole
  • iam:ListRoles
  • iam:ListUsers
  • iam:PassRole
  • iam:PutRolePolicy
  • iam:RemoveRoleFromInstanceProfile
  • iam:SimulatePrincipalPolicy
  • iam:TagRole
Note

If you have not created an elastic load balancer (ELB) in your AWS account, the IAM user also requires the iam:CreateServiceLinkedRole permission.

Example 5.57. Required Route 53 permissions for installation

  • route53:ChangeResourceRecordSets
  • route53:ChangeTagsForResource
  • route53:CreateHostedZone
  • route53:DeleteHostedZone
  • route53:GetChange
  • route53:GetHostedZone
  • route53:ListHostedZones
  • route53:ListHostedZonesByName
  • route53:ListResourceRecordSets
  • route53:ListTagsForResource
  • route53:UpdateHostedZoneComment

Example 5.58. Required S3 permissions for installation

  • s3:CreateBucket
  • s3:DeleteBucket
  • s3:GetAccelerateConfiguration
  • s3:GetBucketAcl
  • s3:GetBucketCors
  • s3:GetBucketLocation
  • s3:GetBucketLogging
  • s3:GetBucketObjectLockConfiguration
  • s3:GetBucketReplication
  • s3:GetBucketRequestPayment
  • s3:GetBucketTagging
  • s3:GetBucketVersioning
  • s3:GetBucketWebsite
  • s3:GetEncryptionConfiguration
  • s3:GetLifecycleConfiguration
  • s3:GetReplicationConfiguration
  • s3:ListBucket
  • s3:PutBucketAcl
  • s3:PutBucketTagging
  • s3:PutEncryptionConfiguration

Example 5.59. S3 permissions that cluster Operators require

  • s3:DeleteObject
  • s3:GetObject
  • s3:GetObjectAcl
  • s3:GetObjectTagging
  • s3:GetObjectVersion
  • s3:PutObject
  • s3:PutObjectAcl
  • s3:PutObjectTagging

Example 5.60. Required permissions to delete base cluster resources

  • autoscaling:DescribeAutoScalingGroups
  • ec2:DeleteNetworkInterface
  • ec2:DeleteVolume
  • elasticloadbalancing:DeleteTargetGroup
  • elasticloadbalancing:DescribeTargetGroups
  • iam:DeleteAccessKey
  • iam:DeleteUser
  • iam:ListAttachedRolePolicies
  • iam:ListInstanceProfiles
  • iam:ListRolePolicies
  • iam:ListUserPolicies
  • s3:DeleteObject
  • s3:ListBucketVersions
  • tag:GetResources

Example 5.61. Required permissions to delete network resources

  • ec2:DeleteDhcpOptions
  • ec2:DeleteInternetGateway
  • ec2:DeleteNatGateway
  • ec2:DeleteRoute
  • ec2:DeleteRouteTable
  • ec2:DeleteSubnet
  • ec2:DeleteVpc
  • ec2:DeleteVpcEndpoints
  • ec2:DetachInternetGateway
  • ec2:DisassociateRouteTable
  • ec2:ReleaseAddress
  • ec2:ReplaceRouteTableAssociation
Note

If you use an existing VPC, your account does not require these permissions to delete network resources. Instead, your account only requires the tag:UntagResources permission to delete network resources.

Example 5.62. Required permissions to delete a cluster with shared instance roles

  • iam:UntagRole

Example 5.63. Additional IAM and S3 permissions that are required to create manifests

  • iam:DeleteAccessKey
  • iam:DeleteUser
  • iam:DeleteUserPolicy
  • iam:GetUserPolicy
  • iam:ListAccessKeys
  • iam:PutUserPolicy
  • iam:TagUser
  • s3:PutBucketPublicAccessBlock
  • s3:GetBucketPublicAccessBlock
  • s3:PutLifecycleConfiguration
  • s3:HeadBucket
  • s3:ListBucketMultipartUploads
  • s3:AbortMultipartUpload
Note

If you are managing your cloud provider credentials with mint mode, the IAM user also requires the iam:CreateAccessKey and iam:CreateUser permissions.

Example 5.64. Optional permissions for instance and quota checks for installation

  • ec2:DescribeInstanceTypeOfferings
  • servicequotas:ListAWSDefaultServiceQuotas

5.14.6. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program. If you install a cluster on infrastructure that you provision, you must provide the key to the installation program.

5.14.7. Creating the installation files for AWS

To install OpenShift Container Platform on Amazon Web Services (AWS) using user-provisioned infrastructure, you must generate the files that the installation program needs to deploy your cluster and modify them so that the cluster creates only the machines that it will use. You generate and customize the install-config.yaml file, Kubernetes manifests, and Ignition config files. You also have the option to first set up a separate var partition during the preparation phases of installation.

5.14.7.1. Optional: Creating a separate /var partition

It is recommended that disk partitioning for OpenShift Container Platform be left to the installer. However, there are cases where you might want to create separate partitions in a part of the filesystem that you expect to grow.

OpenShift Container Platform supports the addition of a single partition to attach storage to either the /var partition or a subdirectory of /var. For example:

  • /var/lib/containers: Holds container-related content that can grow as more images and containers are added to a system.
  • /var/lib/etcd: Holds data that you might want to keep separate for purposes such as performance optimization of etcd storage.
  • /var: Holds data that you might want to keep separate for purposes such as auditing.

Storing the contents of a /var directory separately makes it easier to grow storage for those areas as needed and reinstall OpenShift Container Platform at a later date and keep that data intact. With this method, you will not have to pull all your containers again, nor will you have to copy massive log files when you update systems.

Because /var must be in place before a fresh installation of Red Hat Enterprise Linux CoreOS (RHCOS), the following procedure sets up the separate /var partition by creating a machine config manifest that is inserted during the openshift-install preparation phases of an OpenShift Container Platform installation.

Important

If you follow the steps to create a separate /var partition in this procedure, it is not necessary to create the Kubernetes manifest and Ignition config files again as described later in this section.

Procedure

  1. Create a directory to hold the OpenShift Container Platform installation files:

    $ mkdir $HOME/clusterconfig
  2. Run openshift-install to create a set of files in the manifest and openshift subdirectories. Answer the system questions as you are prompted:

    $ openshift-install create manifests --dir $HOME/clusterconfig

    Example output

    ? SSH Public Key ...
    INFO Credentials loaded from the "myprofile" profile in file "/home/myuser/.aws/credentials"
    INFO Consuming Install Config from target directory
    INFO Manifests created in: $HOME/clusterconfig/manifests and $HOME/clusterconfig/openshift

  3. Optional: Confirm that the installation program created manifests in the clusterconfig/openshift directory:

    $ ls $HOME/clusterconfig/openshift/

    Example output

    99_kubeadmin-password-secret.yaml
    99_openshift-cluster-api_master-machines-0.yaml
    99_openshift-cluster-api_master-machines-1.yaml
    99_openshift-cluster-api_master-machines-2.yaml
    ...

  4. Create a Butane config that configures the additional partition. For example, name the file $HOME/clusterconfig/98-var-partition.bu, change the disk device name to the name of the storage device on the worker systems, and set the storage size as appropriate. This example places the /var directory on a separate partition:

    variant: openshift
    version: 4.10.0
    metadata:
      labels:
        machineconfiguration.openshift.io/role: worker
      name: 98-var-partition
    storage:
      disks:
      - device: /dev/<device_name> 1
        partitions:
        - label: var
          start_mib: <partition_start_offset> 2
          size_mib: <partition_size> 3
      filesystems:
        - device: /dev/disk/by-partlabel/var
          path: /var
          format: xfs
          mount_options: [defaults, prjquota] 4
          with_mount_unit: true
    1
    The storage device name of the disk that you want to partition.
    2
    When adding a data partition to the boot disk, a minimum value of 25000 MiB (Mebibytes) is recommended. The root file system is automatically resized to fill all available space up to the specified offset. If no value is specified, or if the specified value is smaller than the recommended minimum, the resulting root file system will be too small, and future reinstalls of RHCOS might overwrite the beginning of the data partition.
    3
    The size of the data partition in mebibytes.
    4
    The prjquota mount option must be enabled for filesystems used for container storage.
    Note

    When creating a separate /var partition, you cannot use different instance types for worker nodes, if the different instance types do not have the same device name.

  5. Create a manifest from the Butane config and save it to the clusterconfig/openshift directory. For example, run the following command:

    $ butane $HOME/clusterconfig/98-var-partition.bu -o $HOME/clusterconfig/openshift/98-var-partition.yaml
  6. Run openshift-install again to create Ignition configs from a set of files in the manifest and openshift subdirectories:

    $ openshift-install create ignition-configs --dir $HOME/clusterconfig
    $ ls $HOME/clusterconfig/
    auth  bootstrap.ign  master.ign  metadata.json  worker.ign

Now you can use the Ignition config files as input to the installation procedures to install Red Hat Enterprise Linux CoreOS (RHCOS) systems.

5.14.7.2. Creating the installation configuration file

Generate and customize the installation configuration file that the installation program needs to deploy your cluster.

Prerequisites

  • You obtained the OpenShift Container Platform installation program for user-provisioned infrastructure and the pull secret for your cluster. For a restricted network installation, these files are on your mirror host.
  • You checked that you are deploying your cluster to a region with an accompanying Red Hat Enterprise Linux CoreOS (RHCOS) AMI published by Red Hat. If you are deploying to a region that requires a custom AMI, such as an AWS GovCloud region, you must create the install-config.yaml file manually.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select aws as the platform to target.
      3. If you do not have an AWS profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.

        Note

        The AWS access key ID and secret access key are stored in ~/.aws/credentials in the home directory of the current user on the installation host. You are prompted for the credentials by the installation program if the credentials for the exported profile are not present in the file. Any credentials that you provide to the installation program are stored in the file.

      4. Select the AWS region to deploy the cluster to.
      5. Select the base domain for the Route 53 service that you configured for your cluster.
      6. Enter a descriptive name for your cluster.
      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Edit the install-config.yaml file to give the additional information that is required for an installation in a restricted network.

    1. Update the pullSecret value to contain the authentication information for your registry:

      pullSecret: '{"auths":{"<local_registry>": {"auth": "<credentials>","email": "you@example.com"}}}'

      For <local_registry>, specify the registry domain name, and optionally the port, that your mirror registry uses to serve content. For example registry.example.com or registry.example.com:5000. For <credentials>, specify the base64-encoded user name and password for your mirror registry.

    2. Add the additionalTrustBundle parameter and value. The value must be the contents of the certificate file that you used for your mirror registry. The certificate file can be an existing, trusted certificate authority or the self-signed certificate that you generated for the mirror registry.

      additionalTrustBundle: |
        -----BEGIN CERTIFICATE-----
        ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
        -----END CERTIFICATE-----
    3. Add the image content resources:

      imageContentSources:
      - mirrors:
        - <local_registry>/<local_repository_name>/release
        source: quay.io/openshift-release-dev/ocp-release
      - mirrors:
        - <local_registry>/<local_repository_name>/release
        source: quay.io/openshift-release-dev/ocp-v4.0-art-dev

      Use the imageContentSources section from the output of the command to mirror the repository or the values that you used when you mirrored the content from the media that you brought into your restricted network.

    4. Optional: Set the publishing strategy to Internal:

      publish: Internal

      By setting this option, you create an internal Ingress Controller and a private load balancer.

  3. Optional: Back up the install-config.yaml file.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

Additional resources

5.14.7.3. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

  • You have added the ec2.<region>.amazonaws.com, elasticloadbalancing.<region>.amazonaws.com, and s3.<region>.amazonaws.com endpoints to your VPC endpoint. These endpoints are required to complete requests from the nodes to the AWS EC2 API. Because the proxy works on the container level, not the node level, you must route these requests to the AWS EC2 API through the AWS private network. Adding the public IP address of the EC2 API to your allowlist in your proxy server is not sufficient.

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

5.14.7.4. Creating the Kubernetes manifest and Ignition config files

Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.

The installation configuration file transforms into the Kubernetes manifests. The manifests wrap into the Ignition configuration files, which are later used to configure the cluster machines.

Important
  • The Ignition config files that the OpenShift Container Platform installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
  • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

Prerequisites

  • You obtained the OpenShift Container Platform installation program. For a restricted network installation, these files are on your mirror host.
  • You created the install-config.yaml installation configuration file.

Procedure

  1. Change to the directory that contains the OpenShift Container Platform installation program and generate the Kubernetes manifests for the cluster:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    For <installation_directory>, specify the installation directory that contains the install-config.yaml file you created.
  2. Remove the Kubernetes manifest files that define the control plane machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_master-machines-*.yaml

    By removing these files, you prevent the cluster from automatically generating control plane machines.

  3. Remove the Kubernetes manifest files that define the worker machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_worker-machineset-*.yaml

    Because you create and manage the worker machines yourself, you do not need to initialize these machines.

  4. Check that the mastersSchedulable parameter in the <installation_directory>/manifests/cluster-scheduler-02-config.yml Kubernetes manifest file is set to false. This setting prevents pods from being scheduled on the control plane machines:

    1. Open the <installation_directory>/manifests/cluster-scheduler-02-config.yml file.
    2. Locate the mastersSchedulable parameter and ensure that it is set to false.
    3. Save and exit the file.
  5. Optional: If you do not want the Ingress Operator to create DNS records on your behalf, remove the privateZone and publicZone sections from the <installation_directory>/manifests/cluster-dns-02-config.yml DNS configuration file:

    apiVersion: config.openshift.io/v1
    kind: DNS
    metadata:
      creationTimestamp: null
      name: cluster
    spec:
      baseDomain: example.openshift.com
      privateZone: 1
        id: mycluster-100419-private-zone
      publicZone: 2
        id: example.openshift.com
    status: {}
    1 2
    Remove this section completely.

    If you do so, you must add ingress DNS records manually in a later step.

  6. To create the Ignition configuration files, run the following command from the directory that contains the installation program:

    $ ./openshift-install create ignition-configs --dir <installation_directory> 1
    1
    For <installation_directory>, specify the same installation directory.

    Ignition config files are created for the bootstrap, control plane, and compute nodes in the installation directory. The kubeadmin-password and kubeconfig files are created in the ./<installation_directory>/auth directory:

    .
    ├── auth
    │   ├── kubeadmin-password
    │   └── kubeconfig
    ├── bootstrap.ign
    ├── master.ign
    ├── metadata.json
    └── worker.ign

5.14.8. Extracting the infrastructure name

The Ignition config files contain a unique cluster identifier that you can use to uniquely identify your cluster in Amazon Web Services (AWS). The infrastructure name is also used to locate the appropriate AWS resources during an OpenShift Container Platform installation. The provided CloudFormation templates contain references to this infrastructure name, so you must extract it.

Prerequisites

  • You obtained the OpenShift Container Platform installation program and the pull secret for your cluster.
  • You generated the Ignition config files for your cluster.
  • You installed the jq package.

Procedure

  • To extract and view the infrastructure name from the Ignition config file metadata, run the following command:

    $ jq -r .infraID <installation_directory>/metadata.json 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

    openshift-vw9j6 1

    1
    The output of this command is your cluster name and a random string.

5.14.9. Creating a VPC in AWS

You must create a Virtual Private Cloud (VPC) in Amazon Web Services (AWS) for your OpenShift Container Platform cluster to use. You can customize the VPC to meet your requirements, including VPN and route tables.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources that represent the VPC.

Note

If you do not use the provided CloudFormation template to create your AWS infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.

Procedure

  1. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "VpcCidr", 1
        "ParameterValue": "10.0.0.0/16" 2
      },
      {
        "ParameterKey": "AvailabilityZoneCount", 3
        "ParameterValue": "1" 4
      },
      {
        "ParameterKey": "SubnetBits", 5
        "ParameterValue": "12" 6
      }
    ]
    1
    The CIDR block for the VPC.
    2
    Specify a CIDR block in the format x.x.x.x/16-24.
    3
    The number of availability zones to deploy the VPC in.
    4
    Specify an integer between 1 and 3.
    5
    The size of each subnet in each availability zone.
    6
    Specify an integer between 5 and 13, where 5 is /27 and 13 is /19.
  2. Copy the template from the CloudFormation template for the VPC section of this topic and save it as a YAML file on your computer. This template describes the VPC that your cluster requires.
  3. Launch the CloudFormation template to create a stack of AWS resources that represent the VPC:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
    1
    <name> is the name for the CloudFormation stack, such as cluster-vpc. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-vpc/dbedae40-2fd3-11eb-820e-12a48460849f

  4. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>

    After the StackStatus displays CREATE_COMPLETE, the output displays values for the following parameters. You must provide these parameter values to the other CloudFormation templates that you run to create your cluster:

    VpcId

    The ID of your VPC.

    PublicSubnetIds

    The IDs of the new public subnets.

    PrivateSubnetIds

    The IDs of the new private subnets.

5.14.9.1. CloudFormation template for the VPC

You can use the following CloudFormation template to deploy the VPC that you need for your OpenShift Container Platform cluster.

Example 5.65. CloudFormation template for the VPC

AWSTemplateFormatVersion: 2010-09-09
Description: Template for Best Practice VPC with 1-3 AZs

Parameters:
  VpcCidr:
    AllowedPattern: ^(([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])\.){3}([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])(\/(1[6-9]|2[0-4]))$
    ConstraintDescription: CIDR block parameter must be in the form x.x.x.x/16-24.
    Default: 10.0.0.0/16
    Description: CIDR block for VPC.
    Type: String
  AvailabilityZoneCount:
    ConstraintDescription: "The number of availability zones. (Min: 1, Max: 3)"
    MinValue: 1
    MaxValue: 3
    Default: 1
    Description: "How many AZs to create VPC subnets for. (Min: 1, Max: 3)"
    Type: Number
  SubnetBits:
    ConstraintDescription: CIDR block parameter must be in the form x.x.x.x/19-27.
    MinValue: 5
    MaxValue: 13
    Default: 12
    Description: "Size of each subnet to create within the availability zones. (Min: 5 = /27, Max: 13 = /19)"
    Type: Number

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcCidr
      - SubnetBits
    - Label:
        default: "Availability Zones"
      Parameters:
      - AvailabilityZoneCount
    ParameterLabels:
      AvailabilityZoneCount:
        default: "Availability Zone Count"
      VpcCidr:
        default: "VPC CIDR"
      SubnetBits:
        default: "Bits Per Subnet"

Conditions:
  DoAz3: !Equals [3, !Ref AvailabilityZoneCount]
  DoAz2: !Or [!Equals [2, !Ref AvailabilityZoneCount], Condition: DoAz3]

Resources:
  VPC:
    Type: "AWS::EC2::VPC"
    Properties:
      EnableDnsSupport: "true"
      EnableDnsHostnames: "true"
      CidrBlock: !Ref VpcCidr
  PublicSubnet:
    Type: "AWS::EC2::Subnet"
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [0, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 0
      - Fn::GetAZs: !Ref "AWS::Region"
  PublicSubnet2:
    Type: "AWS::EC2::Subnet"
    Condition: DoAz2
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [1, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 1
      - Fn::GetAZs: !Ref "AWS::Region"
  PublicSubnet3:
    Type: "AWS::EC2::Subnet"
    Condition: DoAz3
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [2, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 2
      - Fn::GetAZs: !Ref "AWS::Region"
  InternetGateway:
    Type: "AWS::EC2::InternetGateway"
  GatewayToInternet:
    Type: "AWS::EC2::VPCGatewayAttachment"
    Properties:
      VpcId: !Ref VPC
      InternetGatewayId: !Ref InternetGateway
  PublicRouteTable:
    Type: "AWS::EC2::RouteTable"
    Properties:
      VpcId: !Ref VPC
  PublicRoute:
    Type: "AWS::EC2::Route"
    DependsOn: GatewayToInternet
    Properties:
      RouteTableId: !Ref PublicRouteTable
      DestinationCidrBlock: 0.0.0.0/0
      GatewayId: !Ref InternetGateway
  PublicSubnetRouteTableAssociation:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Properties:
      SubnetId: !Ref PublicSubnet
      RouteTableId: !Ref PublicRouteTable
  PublicSubnetRouteTableAssociation2:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Condition: DoAz2
    Properties:
      SubnetId: !Ref PublicSubnet2
      RouteTableId: !Ref PublicRouteTable
  PublicSubnetRouteTableAssociation3:
    Condition: DoAz3
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Properties:
      SubnetId: !Ref PublicSubnet3
      RouteTableId: !Ref PublicRouteTable
  PrivateSubnet:
    Type: "AWS::EC2::Subnet"
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [3, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 0
      - Fn::GetAZs: !Ref "AWS::Region"
  PrivateRouteTable:
    Type: "AWS::EC2::RouteTable"
    Properties:
      VpcId: !Ref VPC
  PrivateSubnetRouteTableAssociation:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Properties:
      SubnetId: !Ref PrivateSubnet
      RouteTableId: !Ref PrivateRouteTable
  NAT:
    DependsOn:
    - GatewayToInternet
    Type: "AWS::EC2::NatGateway"
    Properties:
      AllocationId:
        "Fn::GetAtt":
        - EIP
        - AllocationId
      SubnetId: !Ref PublicSubnet
  EIP:
    Type: "AWS::EC2::EIP"
    Properties:
      Domain: vpc
  Route:
    Type: "AWS::EC2::Route"
    Properties:
      RouteTableId:
        Ref: PrivateRouteTable
      DestinationCidrBlock: 0.0.0.0/0
      NatGatewayId:
        Ref: NAT
  PrivateSubnet2:
    Type: "AWS::EC2::Subnet"
    Condition: DoAz2
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [4, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 1
      - Fn::GetAZs: !Ref "AWS::Region"
  PrivateRouteTable2:
    Type: "AWS::EC2::RouteTable"
    Condition: DoAz2
    Properties:
      VpcId: !Ref VPC
  PrivateSubnetRouteTableAssociation2:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Condition: DoAz2
    Properties:
      SubnetId: !Ref PrivateSubnet2
      RouteTableId: !Ref PrivateRouteTable2
  NAT2:
    DependsOn:
    - GatewayToInternet
    Type: "AWS::EC2::NatGateway"
    Condition: DoAz2
    Properties:
      AllocationId:
        "Fn::GetAtt":
        - EIP2
        - AllocationId
      SubnetId: !Ref PublicSubnet2
  EIP2:
    Type: "AWS::EC2::EIP"
    Condition: DoAz2
    Properties:
      Domain: vpc
  Route2:
    Type: "AWS::EC2::Route"
    Condition: DoAz2
    Properties:
      RouteTableId:
        Ref: PrivateRouteTable2
      DestinationCidrBlock: 0.0.0.0/0
      NatGatewayId:
        Ref: NAT2
  PrivateSubnet3:
    Type: "AWS::EC2::Subnet"
    Condition: DoAz3
    Properties:
      VpcId: !Ref VPC
      CidrBlock: !Select [5, !Cidr [!Ref VpcCidr, 6, !Ref SubnetBits]]
      AvailabilityZone: !Select
      - 2
      - Fn::GetAZs: !Ref "AWS::Region"
  PrivateRouteTable3:
    Type: "AWS::EC2::RouteTable"
    Condition: DoAz3
    Properties:
      VpcId: !Ref VPC
  PrivateSubnetRouteTableAssociation3:
    Type: "AWS::EC2::SubnetRouteTableAssociation"
    Condition: DoAz3
    Properties:
      SubnetId: !Ref PrivateSubnet3
      RouteTableId: !Ref PrivateRouteTable3
  NAT3:
    DependsOn:
    - GatewayToInternet
    Type: "AWS::EC2::NatGateway"
    Condition: DoAz3
    Properties:
      AllocationId:
        "Fn::GetAtt":
        - EIP3
        - AllocationId
      SubnetId: !Ref PublicSubnet3
  EIP3:
    Type: "AWS::EC2::EIP"
    Condition: DoAz3
    Properties:
      Domain: vpc
  Route3:
    Type: "AWS::EC2::Route"
    Condition: DoAz3
    Properties:
      RouteTableId:
        Ref: PrivateRouteTable3
      DestinationCidrBlock: 0.0.0.0/0
      NatGatewayId:
        Ref: NAT3
  S3Endpoint:
    Type: AWS::EC2::VPCEndpoint
    Properties:
      PolicyDocument:
        Version: 2012-10-17
        Statement:
        - Effect: Allow
          Principal: '*'
          Action:
          - '*'
          Resource:
          - '*'
      RouteTableIds:
      - !Ref PublicRouteTable
      - !Ref PrivateRouteTable
      - !If [DoAz2, !Ref PrivateRouteTable2, !Ref "AWS::NoValue"]
      - !If [DoAz3, !Ref PrivateRouteTable3, !Ref "AWS::NoValue"]
      ServiceName: !Join
      - ''
      - - com.amazonaws.
        - !Ref 'AWS::Region'
        - .s3
      VpcId: !Ref VPC

Outputs:
  VpcId:
    Description: ID of the new VPC.
    Value: !Ref VPC
  PublicSubnetIds:
    Description: Subnet IDs of the public subnets.
    Value:
      !Join [
        ",",
        [!Ref PublicSubnet, !If [DoAz2, !Ref PublicSubnet2, !Ref "AWS::NoValue"], !If [DoAz3, !Ref PublicSubnet3, !Ref "AWS::NoValue"]]
      ]
  PrivateSubnetIds:
    Description: Subnet IDs of the private subnets.
    Value:
      !Join [
        ",",
        [!Ref PrivateSubnet, !If [DoAz2, !Ref PrivateSubnet2, !Ref "AWS::NoValue"], !If [DoAz3, !Ref PrivateSubnet3, !Ref "AWS::NoValue"]]
      ]

5.14.10. Creating networking and load balancing components in AWS

You must configure networking and classic or network load balancing in Amazon Web Services (AWS) that your OpenShift Container Platform cluster can use.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources. The stack represents the networking and load balancing components that your OpenShift Container Platform cluster requires. The template also creates a hosted zone and subnet tags.

You can run the template multiple times within a single Virtual Private Cloud (VPC).

Note

If you do not use the provided CloudFormation template to create your AWS infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.

Procedure

  1. Obtain the hosted zone ID for the Route 53 base domain that you specified in the install-config.yaml file for your cluster. You can obtain details about your hosted zone by running the following command:

    $ aws route53 list-hosted-zones-by-name --dns-name <route53_domain> 1
    1
    For the <route53_domain>, specify the Route 53 base domain that you used when you generated the install-config.yaml file for the cluster.

    Example output

    mycluster.example.com.	False	100
    HOSTEDZONES	65F8F38E-2268-B835-E15C-AB55336FCBFA	/hostedzone/Z21IXYZABCZ2A4	mycluster.example.com.	10

    In the example output, the hosted zone ID is Z21IXYZABCZ2A4.

  2. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "ClusterName", 1
        "ParameterValue": "mycluster" 2
      },
      {
        "ParameterKey": "InfrastructureName", 3
        "ParameterValue": "mycluster-<random_string>" 4
      },
      {
        "ParameterKey": "HostedZoneId", 5
        "ParameterValue": "<random_string>" 6
      },
      {
        "ParameterKey": "HostedZoneName", 7
        "ParameterValue": "example.com" 8
      },
      {
        "ParameterKey": "PublicSubnets", 9
        "ParameterValue": "subnet-<random_string>" 10
      },
      {
        "ParameterKey": "PrivateSubnets", 11
        "ParameterValue": "subnet-<random_string>" 12
      },
      {
        "ParameterKey": "VpcId", 13
        "ParameterValue": "vpc-<random_string>" 14
      }
    ]
    1
    A short, representative cluster name to use for hostnames, etc.
    2
    Specify the cluster name that you used when you generated the install-config.yaml file for the cluster.
    3
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    4
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    5
    The Route 53 public zone ID to register the targets with.
    6
    Specify the Route 53 public zone ID, which as a format similar to Z21IXYZABCZ2A4. You can obtain this value from the AWS console.
    7
    The Route 53 zone to register the targets with.
    8
    Specify the Route 53 base domain that you used when you generated the install-config.yaml file for the cluster. Do not include the trailing period (.) that is displayed in the AWS console.
    9
    The public subnets that you created for your VPC.
    10
    Specify the PublicSubnetIds value from the output of the CloudFormation template for the VPC.
    11
    The private subnets that you created for your VPC.
    12
    Specify the PrivateSubnetIds value from the output of the CloudFormation template for the VPC.
    13
    The VPC that you created for the cluster.
    14
    Specify the VpcId value from the output of the CloudFormation template for the VPC.
  3. Copy the template from the CloudFormation template for the network and load balancers section of this topic and save it as a YAML file on your computer. This template describes the networking and load balancing objects that your cluster requires.

    Important

    If you are deploying your cluster to an AWS government or secret region, you must update the InternalApiServerRecord in the CloudFormation template to use CNAME records. Records of type ALIAS are not supported for AWS government regions.

  4. Launch the CloudFormation template to create a stack of AWS resources that provide the networking and load balancing components:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
         --capabilities CAPABILITY_NAMED_IAM 4
    1
    <name> is the name for the CloudFormation stack, such as cluster-dns. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.
    4
    You must explicitly declare the CAPABILITY_NAMED_IAM capability because the provided template creates some AWS::IAM::Role resources.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-dns/cd3e5de0-2fd4-11eb-5cf0-12be5c33a183

  5. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>

    After the StackStatus displays CREATE_COMPLETE, the output displays values for the following parameters. You must provide these parameter values to the other CloudFormation templates that you run to create your cluster:

    PrivateHostedZoneId

    Hosted zone ID for the private DNS.

    ExternalApiLoadBalancerName

    Full name of the external API load balancer.

    InternalApiLoadBalancerName

    Full name of the internal API load balancer.

    ApiServerDnsName

    Full hostname of the API server.

    RegisterNlbIpTargetsLambda

    Lambda ARN useful to help register/deregister IP targets for these load balancers.

    ExternalApiTargetGroupArn

    ARN of external API target group.

    InternalApiTargetGroupArn

    ARN of internal API target group.

    InternalServiceTargetGroupArn

    ARN of internal service target group.

5.14.10.1. CloudFormation template for the network and load balancers

You can use the following CloudFormation template to deploy the networking objects and load balancers that you need for your OpenShift Container Platform cluster.

Example 5.66. CloudFormation template for the network and load balancers

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Network Elements (Route53 & LBs)

Parameters:
  ClusterName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Cluster name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, representative cluster name to use for host names and other identifying names.
    Type: String
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag cloud resources and identify items owned or used by the cluster.
    Type: String
  HostedZoneId:
    Description: The Route53 public zone ID to register the targets with, such as Z21IXYZABCZ2A4.
    Type: String
  HostedZoneName:
    Description: The Route53 zone to register the targets with, such as example.com. Omit the trailing period.
    Type: String
    Default: "example.com"
  PublicSubnets:
    Description: The internet-facing subnets.
    Type: List<AWS::EC2::Subnet::Id>
  PrivateSubnets:
    Description: The internal subnets.
    Type: List<AWS::EC2::Subnet::Id>
  VpcId:
    Description: The VPC-scoped resources will belong to this VPC.
    Type: AWS::EC2::VPC::Id

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - ClusterName
      - InfrastructureName
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcId
      - PublicSubnets
      - PrivateSubnets
    - Label:
        default: "DNS"
      Parameters:
      - HostedZoneName
      - HostedZoneId
    ParameterLabels:
      ClusterName:
        default: "Cluster Name"
      InfrastructureName:
        default: "Infrastructure Name"
      VpcId:
        default: "VPC ID"
      PublicSubnets:
        default: "Public Subnets"
      PrivateSubnets:
        default: "Private Subnets"
      HostedZoneName:
        default: "Public Hosted Zone Name"
      HostedZoneId:
        default: "Public Hosted Zone ID"

Resources:
  ExtApiElb:
    Type: AWS::ElasticLoadBalancingV2::LoadBalancer
    Properties:
      Name: !Join ["-", [!Ref InfrastructureName, "ext"]]
      IpAddressType: ipv4
      Subnets: !Ref PublicSubnets
      Type: network

  IntApiElb:
    Type: AWS::ElasticLoadBalancingV2::LoadBalancer
    Properties:
      Name: !Join ["-", [!Ref InfrastructureName, "int"]]
      Scheme: internal
      IpAddressType: ipv4
      Subnets: !Ref PrivateSubnets
      Type: network

  IntDns:
    Type: "AWS::Route53::HostedZone"
    Properties:
      HostedZoneConfig:
        Comment: "Managed by CloudFormation"
      Name: !Join [".", [!Ref ClusterName, !Ref HostedZoneName]]
      HostedZoneTags:
      - Key: Name
        Value: !Join ["-", [!Ref InfrastructureName, "int"]]
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "owned"
      VPCs:
      - VPCId: !Ref VpcId
        VPCRegion: !Ref "AWS::Region"

  ExternalApiServerRecord:
    Type: AWS::Route53::RecordSetGroup
    Properties:
      Comment: Alias record for the API server
      HostedZoneId: !Ref HostedZoneId
      RecordSets:
      - Name:
          !Join [
            ".",
            ["api", !Ref ClusterName, !Join ["", [!Ref HostedZoneName, "."]]],
          ]
        Type: A
        AliasTarget:
          HostedZoneId: !GetAtt ExtApiElb.CanonicalHostedZoneID
          DNSName: !GetAtt ExtApiElb.DNSName

  InternalApiServerRecord:
    Type: AWS::Route53::RecordSetGroup
    Properties:
      Comment: Alias record for the API server
      HostedZoneId: !Ref IntDns
      RecordSets:
      - Name:
          !Join [
            ".",
            ["api", !Ref ClusterName, !Join ["", [!Ref HostedZoneName, "."]]],
          ]
        Type: A
        AliasTarget:
          HostedZoneId: !GetAtt IntApiElb.CanonicalHostedZoneID
          DNSName: !GetAtt IntApiElb.DNSName
      - Name:
          !Join [
            ".",
            ["api-int", !Ref ClusterName, !Join ["", [!Ref HostedZoneName, "."]]],
          ]
        Type: A
        AliasTarget:
          HostedZoneId: !GetAtt IntApiElb.CanonicalHostedZoneID
          DNSName: !GetAtt IntApiElb.DNSName

  ExternalApiListener:
    Type: AWS::ElasticLoadBalancingV2::Listener
    Properties:
      DefaultActions:
      - Type: forward
        TargetGroupArn:
          Ref: ExternalApiTargetGroup
      LoadBalancerArn:
        Ref: ExtApiElb
      Port: 6443
      Protocol: TCP

  ExternalApiTargetGroup:
    Type: AWS::ElasticLoadBalancingV2::TargetGroup
    Properties:
      HealthCheckIntervalSeconds: 10
      HealthCheckPath: "/readyz"
      HealthCheckPort: 6443
      HealthCheckProtocol: HTTPS
      HealthyThresholdCount: 2
      UnhealthyThresholdCount: 2
      Port: 6443
      Protocol: TCP
      TargetType: ip
      VpcId:
        Ref: VpcId
      TargetGroupAttributes:
      - Key: deregistration_delay.timeout_seconds
        Value: 60

  InternalApiListener:
    Type: AWS::ElasticLoadBalancingV2::Listener
    Properties:
      DefaultActions:
      - Type: forward
        TargetGroupArn:
          Ref: InternalApiTargetGroup
      LoadBalancerArn:
        Ref: IntApiElb
      Port: 6443
      Protocol: TCP

  InternalApiTargetGroup:
    Type: AWS::ElasticLoadBalancingV2::TargetGroup
    Properties:
      HealthCheckIntervalSeconds: 10
      HealthCheckPath: "/readyz"
      HealthCheckPort: 6443
      HealthCheckProtocol: HTTPS
      HealthyThresholdCount: 2
      UnhealthyThresholdCount: 2
      Port: 6443
      Protocol: TCP
      TargetType: ip
      VpcId:
        Ref: VpcId
      TargetGroupAttributes:
      - Key: deregistration_delay.timeout_seconds
        Value: 60

  InternalServiceInternalListener:
    Type: AWS::ElasticLoadBalancingV2::Listener
    Properties:
      DefaultActions:
      - Type: forward
        TargetGroupArn:
          Ref: InternalServiceTargetGroup
      LoadBalancerArn:
        Ref: IntApiElb
      Port: 22623
      Protocol: TCP

  InternalServiceTargetGroup:
    Type: AWS::ElasticLoadBalancingV2::TargetGroup
    Properties:
      HealthCheckIntervalSeconds: 10
      HealthCheckPath: "/healthz"
      HealthCheckPort: 22623
      HealthCheckProtocol: HTTPS
      HealthyThresholdCount: 2
      UnhealthyThresholdCount: 2
      Port: 22623
      Protocol: TCP
      TargetType: ip
      VpcId:
        Ref: VpcId
      TargetGroupAttributes:
      - Key: deregistration_delay.timeout_seconds
        Value: 60

  RegisterTargetLambdaIamRole:
    Type: AWS::IAM::Role
    Properties:
      RoleName: !Join ["-", [!Ref InfrastructureName, "nlb", "lambda", "role"]]
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "lambda.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Path: "/"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "master", "policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action:
              [
                "elasticloadbalancing:RegisterTargets",
                "elasticloadbalancing:DeregisterTargets",
              ]
            Resource: !Ref InternalApiTargetGroup
          - Effect: "Allow"
            Action:
              [
                "elasticloadbalancing:RegisterTargets",
                "elasticloadbalancing:DeregisterTargets",
              ]
            Resource: !Ref InternalServiceTargetGroup
          - Effect: "Allow"
            Action:
              [
                "elasticloadbalancing:RegisterTargets",
                "elasticloadbalancing:DeregisterTargets",
              ]
            Resource: !Ref ExternalApiTargetGroup

  RegisterNlbIpTargets:
    Type: "AWS::Lambda::Function"
    Properties:
      Handler: "index.handler"
      Role:
        Fn::GetAtt:
        - "RegisterTargetLambdaIamRole"
        - "Arn"
      Code:
        ZipFile: |
          import json
          import boto3
          import cfnresponse
          def handler(event, context):
            elb = boto3.client('elbv2')
            if event['RequestType'] == 'Delete':
              elb.deregister_targets(TargetGroupArn=event['ResourceProperties']['TargetArn'],Targets=[{'Id': event['ResourceProperties']['TargetIp']}])
            elif event['RequestType'] == 'Create':
              elb.register_targets(TargetGroupArn=event['ResourceProperties']['TargetArn'],Targets=[{'Id': event['ResourceProperties']['TargetIp']}])
            responseData = {}
            cfnresponse.send(event, context, cfnresponse.SUCCESS, responseData, event['ResourceProperties']['TargetArn']+event['ResourceProperties']['TargetIp'])
      Runtime: "python3.7"
      Timeout: 120

  RegisterSubnetTagsLambdaIamRole:
    Type: AWS::IAM::Role
    Properties:
      RoleName: !Join ["-", [!Ref InfrastructureName, "subnet-tags-lambda-role"]]
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "lambda.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Path: "/"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "subnet-tagging-policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action:
              [
                "ec2:DeleteTags",
                "ec2:CreateTags"
              ]
            Resource: "arn:aws:ec2:*:*:subnet/*"
          - Effect: "Allow"
            Action:
              [
                "ec2:DescribeSubnets",
                "ec2:DescribeTags"
              ]
            Resource: "*"

  RegisterSubnetTags:
    Type: "AWS::Lambda::Function"
    Properties:
      Handler: "index.handler"
      Role:
        Fn::GetAtt:
        - "RegisterSubnetTagsLambdaIamRole"
        - "Arn"
      Code:
        ZipFile: |
          import json
          import boto3
          import cfnresponse
          def handler(event, context):
            ec2_client = boto3.client('ec2')
            if event['RequestType'] == 'Delete':
              for subnet_id in event['ResourceProperties']['Subnets']:
                ec2_client.delete_tags(Resources=[subnet_id], Tags=[{'Key': 'kubernetes.io/cluster/' + event['ResourceProperties']['InfrastructureName']}]);
            elif event['RequestType'] == 'Create':
              for subnet_id in event['ResourceProperties']['Subnets']:
                ec2_client.create_tags(Resources=[subnet_id], Tags=[{'Key': 'kubernetes.io/cluster/' + event['ResourceProperties']['InfrastructureName'], 'Value': 'shared'}]);
            responseData = {}
            cfnresponse.send(event, context, cfnresponse.SUCCESS, responseData, event['ResourceProperties']['InfrastructureName']+event['ResourceProperties']['Subnets'][0])
      Runtime: "python3.7"
      Timeout: 120

  RegisterPublicSubnetTags:
    Type: Custom::SubnetRegister
    Properties:
      ServiceToken: !GetAtt RegisterSubnetTags.Arn
      InfrastructureName: !Ref InfrastructureName
      Subnets: !Ref PublicSubnets

  RegisterPrivateSubnetTags:
    Type: Custom::SubnetRegister
    Properties:
      ServiceToken: !GetAtt RegisterSubnetTags.Arn
      InfrastructureName: !Ref InfrastructureName
      Subnets: !Ref PrivateSubnets

Outputs:
  PrivateHostedZoneId:
    Description: Hosted zone ID for the private DNS, which is required for private records.
    Value: !Ref IntDns
  ExternalApiLoadBalancerName:
    Description: Full name of the external API load balancer.
    Value: !GetAtt ExtApiElb.LoadBalancerFullName
  InternalApiLoadBalancerName:
    Description: Full name of the internal API load balancer.
    Value: !GetAtt IntApiElb.LoadBalancerFullName
  ApiServerDnsName:
    Description: Full hostname of the API server, which is required for the Ignition config files.
    Value: !Join [".", ["api-int", !Ref ClusterName, !Ref HostedZoneName]]
  RegisterNlbIpTargetsLambda:
    Description: Lambda ARN useful to help register or deregister IP targets for these load balancers.
    Value: !GetAtt RegisterNlbIpTargets.Arn
  ExternalApiTargetGroupArn:
    Description: ARN of the external API target group.
    Value: !Ref ExternalApiTargetGroup
  InternalApiTargetGroupArn:
    Description: ARN of the internal API target group.
    Value: !Ref InternalApiTargetGroup
  InternalServiceTargetGroupArn:
    Description: ARN of the internal service target group.
    Value: !Ref InternalServiceTargetGroup
Important

If you are deploying your cluster to an AWS government or secret region, you must update the InternalApiServerRecord to use CNAME records. Records of type ALIAS are not supported for AWS government regions. For example:

Type: CNAME
TTL: 10
ResourceRecords:
- !GetAtt IntApiElb.DNSName

Additional resources

5.14.11. Creating security group and roles in AWS

You must create security groups and roles in Amazon Web Services (AWS) for your OpenShift Container Platform cluster to use.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources. The stack represents the security groups and roles that your OpenShift Container Platform cluster requires.

Note

If you do not use the provided CloudFormation template to create your AWS infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.

Procedure

  1. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "InfrastructureName", 1
        "ParameterValue": "mycluster-<random_string>" 2
      },
      {
        "ParameterKey": "VpcCidr", 3
        "ParameterValue": "10.0.0.0/16" 4
      },
      {
        "ParameterKey": "PrivateSubnets", 5
        "ParameterValue": "subnet-<random_string>" 6
      },
      {
        "ParameterKey": "VpcId", 7
        "ParameterValue": "vpc-<random_string>" 8
      }
    ]
    1
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    2
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    3
    The CIDR block for the VPC.
    4
    Specify the CIDR block parameter that you used for the VPC that you defined in the form x.x.x.x/16-24.
    5
    The private subnets that you created for your VPC.
    6
    Specify the PrivateSubnetIds value from the output of the CloudFormation template for the VPC.
    7
    The VPC that you created for the cluster.
    8
    Specify the VpcId value from the output of the CloudFormation template for the VPC.
  2. Copy the template from the CloudFormation template for security objects section of this topic and save it as a YAML file on your computer. This template describes the security groups and roles that your cluster requires.
  3. Launch the CloudFormation template to create a stack of AWS resources that represent the security groups and roles:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
         --capabilities CAPABILITY_NAMED_IAM 4
    1
    <name> is the name for the CloudFormation stack, such as cluster-sec. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.
    4
    You must explicitly declare the CAPABILITY_NAMED_IAM capability because the provided template creates some AWS::IAM::Role and AWS::IAM::InstanceProfile resources.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-sec/03bd4210-2ed7-11eb-6d7a-13fc0b61e9db

  4. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>

    After the StackStatus displays CREATE_COMPLETE, the output displays values for the following parameters. You must provide these parameter values to the other CloudFormation templates that you run to create your cluster:

    MasterSecurityGroupId

    Master Security Group ID

    WorkerSecurityGroupId

    Worker Security Group ID

    MasterInstanceProfile

    Master IAM Instance Profile

    WorkerInstanceProfile

    Worker IAM Instance Profile

5.14.11.1. CloudFormation template for security objects

You can use the following CloudFormation template to deploy the security objects that you need for your OpenShift Container Platform cluster.

Example 5.67. CloudFormation template for security objects

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Security Elements (Security Groups & IAM)

Parameters:
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag cloud resources and identify items owned or used by the cluster.
    Type: String
  VpcCidr:
    AllowedPattern: ^(([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])\.){3}([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])(\/(1[6-9]|2[0-4]))$
    ConstraintDescription: CIDR block parameter must be in the form x.x.x.x/16-24.
    Default: 10.0.0.0/16
    Description: CIDR block for VPC.
    Type: String
  VpcId:
    Description: The VPC-scoped resources will belong to this VPC.
    Type: AWS::EC2::VPC::Id
  PrivateSubnets:
    Description: The internal subnets.
    Type: List<AWS::EC2::Subnet::Id>

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - InfrastructureName
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcId
      - VpcCidr
      - PrivateSubnets
    ParameterLabels:
      InfrastructureName:
        default: "Infrastructure Name"
      VpcId:
        default: "VPC ID"
      VpcCidr:
        default: "VPC CIDR"
      PrivateSubnets:
        default: "Private Subnets"

Resources:
  MasterSecurityGroup:
    Type: AWS::EC2::SecurityGroup
    Properties:
      GroupDescription: Cluster Master Security Group
      SecurityGroupIngress:
      - IpProtocol: icmp
        FromPort: 0
        ToPort: 0
        CidrIp: !Ref VpcCidr
      - IpProtocol: tcp
        FromPort: 22
        ToPort: 22
        CidrIp: !Ref VpcCidr
      - IpProtocol: tcp
        ToPort: 6443
        FromPort: 6443
        CidrIp: !Ref VpcCidr
      - IpProtocol: tcp
        FromPort: 22623
        ToPort: 22623
        CidrIp: !Ref VpcCidr
      VpcId: !Ref VpcId

  WorkerSecurityGroup:
    Type: AWS::EC2::SecurityGroup
    Properties:
      GroupDescription: Cluster Worker Security Group
      SecurityGroupIngress:
      - IpProtocol: icmp
        FromPort: 0
        ToPort: 0
        CidrIp: !Ref VpcCidr
      - IpProtocol: tcp
        FromPort: 22
        ToPort: 22
        CidrIp: !Ref VpcCidr
      VpcId: !Ref VpcId

  MasterIngressEtcd:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: etcd
      FromPort: 2379
      ToPort: 2380
      IpProtocol: tcp

  MasterIngressVxlan:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Vxlan packets
      FromPort: 4789
      ToPort: 4789
      IpProtocol: udp

  MasterIngressWorkerVxlan:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Vxlan packets
      FromPort: 4789
      ToPort: 4789
      IpProtocol: udp

  MasterIngressGeneve:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Geneve packets
      FromPort: 6081
      ToPort: 6081
      IpProtocol: udp

  MasterIngressWorkerGeneve:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Geneve packets
      FromPort: 6081
      ToPort: 6081
      IpProtocol: udp

  MasterIngressIpsecIke:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec IKE packets
      FromPort: 500
      ToPort: 500
      IpProtocol: udp

  MasterIngressIpsecNat:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec NAT-T packets
      FromPort: 4500
      ToPort: 4500
      IpProtocol: udp

  MasterIngressIpsecEsp:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec ESP packets
      IpProtocol: 50

  MasterIngressWorkerIpsecIke:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec IKE packets
      FromPort: 500
      ToPort: 500
      IpProtocol: udp

  MasterIngressWorkerIpsecNat:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec NAT-T packets
      FromPort: 4500
      ToPort: 4500
      IpProtocol: udp

  MasterIngressWorkerIpsecEsp:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec ESP packets
      IpProtocol: 50

  MasterIngressInternal:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: tcp

  MasterIngressWorkerInternal:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: tcp

  MasterIngressInternalUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: udp

  MasterIngressWorkerInternalUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: udp

  MasterIngressKube:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes kubelet, scheduler and controller manager
      FromPort: 10250
      ToPort: 10259
      IpProtocol: tcp

  MasterIngressWorkerKube:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes kubelet, scheduler and controller manager
      FromPort: 10250
      ToPort: 10259
      IpProtocol: tcp

  MasterIngressIngressServices:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: tcp

  MasterIngressWorkerIngressServices:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: tcp

  MasterIngressIngressServicesUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: udp

  MasterIngressWorkerIngressServicesUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt MasterSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: udp

  WorkerIngressVxlan:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Vxlan packets
      FromPort: 4789
      ToPort: 4789
      IpProtocol: udp

  WorkerIngressMasterVxlan:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Vxlan packets
      FromPort: 4789
      ToPort: 4789
      IpProtocol: udp

  WorkerIngressGeneve:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Geneve packets
      FromPort: 6081
      ToPort: 6081
      IpProtocol: udp

  WorkerIngressMasterGeneve:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Geneve packets
      FromPort: 6081
      ToPort: 6081
      IpProtocol: udp

  WorkerIngressIpsecIke:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec IKE packets
      FromPort: 500
      ToPort: 500
      IpProtocol: udp

  WorkerIngressIpsecNat:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec NAT-T packets
      FromPort: 4500
      ToPort: 4500
      IpProtocol: udp

  WorkerIngressIpsecEsp:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: IPsec ESP packets
      IpProtocol: 50

  WorkerIngressMasterIpsecIke:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec IKE packets
      FromPort: 500
      ToPort: 500
      IpProtocol: udp

  WorkerIngressMasterIpsecNat:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec NAT-T packets
      FromPort: 4500
      ToPort: 4500
      IpProtocol: udp

  WorkerIngressMasterIpsecEsp:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: IPsec ESP packets
      IpProtocol: 50

  WorkerIngressInternal:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: tcp

  WorkerIngressMasterInternal:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: tcp

  WorkerIngressInternalUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: udp

  WorkerIngressMasterInternalUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal cluster communication
      FromPort: 9000
      ToPort: 9999
      IpProtocol: udp

  WorkerIngressKube:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes secure kubelet port
      FromPort: 10250
      ToPort: 10250
      IpProtocol: tcp

  WorkerIngressWorkerKube:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Internal Kubernetes communication
      FromPort: 10250
      ToPort: 10250
      IpProtocol: tcp

  WorkerIngressIngressServices:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: tcp

  WorkerIngressMasterIngressServices:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: tcp

  WorkerIngressIngressServicesUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt WorkerSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: udp

  WorkerIngressMasterIngressServicesUDP:
    Type: AWS::EC2::SecurityGroupIngress
    Properties:
      GroupId: !GetAtt WorkerSecurityGroup.GroupId
      SourceSecurityGroupId: !GetAtt MasterSecurityGroup.GroupId
      Description: Kubernetes ingress services
      FromPort: 30000
      ToPort: 32767
      IpProtocol: udp

  MasterIamRole:
    Type: AWS::IAM::Role
    Properties:
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "ec2.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "master", "policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action:
            - "ec2:AttachVolume"
            - "ec2:AuthorizeSecurityGroupIngress"
            - "ec2:CreateSecurityGroup"
            - "ec2:CreateTags"
            - "ec2:CreateVolume"
            - "ec2:DeleteSecurityGroup"
            - "ec2:DeleteVolume"
            - "ec2:Describe*"
            - "ec2:DetachVolume"
            - "ec2:ModifyInstanceAttribute"
            - "ec2:ModifyVolume"
            - "ec2:RevokeSecurityGroupIngress"
            - "elasticloadbalancing:AddTags"
            - "elasticloadbalancing:AttachLoadBalancerToSubnets"
            - "elasticloadbalancing:ApplySecurityGroupsToLoadBalancer"
            - "elasticloadbalancing:CreateListener"
            - "elasticloadbalancing:CreateLoadBalancer"
            - "elasticloadbalancing:CreateLoadBalancerPolicy"
            - "elasticloadbalancing:CreateLoadBalancerListeners"
            - "elasticloadbalancing:CreateTargetGroup"
            - "elasticloadbalancing:ConfigureHealthCheck"
            - "elasticloadbalancing:DeleteListener"
            - "elasticloadbalancing:DeleteLoadBalancer"
            - "elasticloadbalancing:DeleteLoadBalancerListeners"
            - "elasticloadbalancing:DeleteTargetGroup"
            - "elasticloadbalancing:DeregisterInstancesFromLoadBalancer"
            - "elasticloadbalancing:DeregisterTargets"
            - "elasticloadbalancing:Describe*"
            - "elasticloadbalancing:DetachLoadBalancerFromSubnets"
            - "elasticloadbalancing:ModifyListener"
            - "elasticloadbalancing:ModifyLoadBalancerAttributes"
            - "elasticloadbalancing:ModifyTargetGroup"
            - "elasticloadbalancing:ModifyTargetGroupAttributes"
            - "elasticloadbalancing:RegisterInstancesWithLoadBalancer"
            - "elasticloadbalancing:RegisterTargets"
            - "elasticloadbalancing:SetLoadBalancerPoliciesForBackendServer"
            - "elasticloadbalancing:SetLoadBalancerPoliciesOfListener"
            - "kms:DescribeKey"
            Resource: "*"

  MasterInstanceProfile:
    Type: "AWS::IAM::InstanceProfile"
    Properties:
      Roles:
      - Ref: "MasterIamRole"

  WorkerIamRole:
    Type: AWS::IAM::Role
    Properties:
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "ec2.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "worker", "policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action:
            - "ec2:DescribeInstances"
            - "ec2:DescribeRegions"
            Resource: "*"

  WorkerInstanceProfile:
    Type: "AWS::IAM::InstanceProfile"
    Properties:
      Roles:
      - Ref: "WorkerIamRole"

Outputs:
  MasterSecurityGroupId:
    Description: Master Security Group ID
    Value: !GetAtt MasterSecurityGroup.GroupId

  WorkerSecurityGroupId:
    Description: Worker Security Group ID
    Value: !GetAtt WorkerSecurityGroup.GroupId

  MasterInstanceProfile:
    Description: Master IAM Instance Profile
    Value: !Ref MasterInstanceProfile

  WorkerInstanceProfile:
    Description: Worker IAM Instance Profile
    Value: !Ref WorkerInstanceProfile

5.14.12. Accessing RHCOS AMIs with stream metadata

In OpenShift Container Platform, stream metadata provides standardized metadata about RHCOS in the JSON format and injects the metadata into the cluster. Stream metadata is a stable format that supports multiple architectures and is intended to be self-documenting for maintaining automation.

You can use the coreos print-stream-json sub-command of openshift-install to access information about the boot images in the stream metadata format. This command provides a method for printing stream metadata in a scriptable, machine-readable format.

For user-provisioned installations, the openshift-install binary contains references to the version of RHCOS boot images that are tested for use with OpenShift Container Platform, such as the AWS AMI.

Procedure

To parse the stream metadata, use one of the following methods:

  • From a Go program, use the official stream-metadata-go library at https://github.com/coreos/stream-metadata-go. You can also view example code in the library.
  • From another programming language, such as Python or Ruby, use the JSON library of your preferred programming language.
  • From a command-line utility that handles JSON data, such as jq:

    • Print the current x86_64 or aarch64 AMI for an AWS region, such as us-west-1:

      $ openshift-install coreos print-stream-json | jq -r '.architectures.x86_64.images.aws.regions["us-west-1"].image'

      Example output

      ami-0d3e625f84626bbda

      The output of this command is the AWS AMI ID for your designated architecture and the us-west-1 region. The AMI must belong to the same region as the cluster.

5.14.13. RHCOS AMIs for the AWS infrastructure

Red Hat provides Red Hat Enterprise Linux CoreOS (RHCOS) AMIs that are valid for the various AWS regions and instance architectures that you can manually specify for your OpenShift Container Platform nodes.

Note

By importing your own AMI, you can also install to regions that do not have a published RHCOS AMI.

Table 5.52. x86_64 RHCOS AMIs
AWS zoneAWS AMI

af-south-1

ami-0f3804f5a2f913dcc

ap-east-1

ami-0de1febb30a83da66

ap-northeast-1

ami-0183df96a3e002687

ap-northeast-2

ami-06b8798cd60242798

ap-northeast-3

ami-00b16b33aa0951016

ap-south-1

ami-007243f8ff78e8294

ap-southeast-1

ami-079dfdacb5ab5a0d1

ap-southeast-2

ami-03882e39cb7785c32

ca-central-1

ami-05cba1f80cc8b1dbe

eu-central-1

ami-073c775bbe9cd434e

eu-north-1

ami-0763e6e75b681acc5

eu-south-1

ami-00d023f19775fb64b

eu-west-1

ami-0033e3f2331a530c4

eu-west-2

ami-00d8a741ebe74f0c4

eu-west-3

ami-09b04e7f60e3374a7

me-south-1

ami-0f8039330b6e54010

sa-east-1

ami-01af22f821b470ad1

us-east-1

ami-0c72f473496a7b1c2

us-east-2

ami-09e637fc5885c13cc

us-gov-east-1

ami-0c3b11bcccf6ec63c

us-gov-west-1

ami-084d95ff443d8bf99

us-west-1

ami-0fa0f6fce7e63dd26

us-west-2

ami-084fb1316cd1ed4cc

Table 5.53. aarch64 RHCOS AMIs
AWS zoneAWS AMI

ap-east

ami-0f8195c36da4edbd7

ap-northeast-1

ami-000a86fa0a0b76144

ap-northeast-2

ami-0f772f5dc2347a954

ap-south-1

ami-02ab23e25b8e8af97

ap-southeast-1

ami-085ae5a7dcbfb056d

ap-southeast-2

ami-085ff9f4e8d4d66e0

ca-central-1

ami-0050cdf32f76ba82c

eu-central-1

ami-092527fcf7c21fe42

eu-north-1

ami-07d673450675ea033

eu-south-1

ami-0f165ac29cc9d27bf

eu-west-1

ami-0e0cd7d2eb949538d

eu-west-2

ami-0790ba70a444fe74d

eu-west-3

ami-0d16af5bd22cc5227

me-south-1

ami-05e1ba911ce321052

sa-east-1

ami-04b124534c7f05cd2

us-east-1

ami-09bbec91849ca85bc

us-east-2

ami-048ac599f7315a0bc

us-west-1

ami-0af1d3b7fa5be2131

us-west-2

ami-0bd3bf54ee678e2a6

5.14.14. Creating the bootstrap node in AWS

You must create the bootstrap node in Amazon Web Services (AWS) to use during OpenShift Container Platform cluster initialization.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources. The stack represents the bootstrap node that your OpenShift Container Platform installation requires.

Note

If you do not use the provided CloudFormation template to create your bootstrap node, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.
  • You created and configured DNS, load balancers, and listeners in AWS.
  • You created the security groups and roles required for your cluster in AWS.

Procedure

  1. Provide a location to serve the bootstrap.ign Ignition config file to your cluster. This file is located in your installation directory. One way to do this is to create an S3 bucket in your cluster’s region and upload the Ignition config file to it.

    Important

    The provided CloudFormation Template assumes that the Ignition config files for your cluster are served from an S3 bucket. If you choose to serve the files from another location, you must modify the templates.

    Important

    If you are deploying to a region that has endpoints that differ from the AWS SDK, or you are providing your own custom endpoints, you must use a presigned URL for your S3 bucket instead of the s3:// schema.

    Note

    The bootstrap Ignition config file does contain secrets, like X.509 keys. The following steps provide basic security for the S3 bucket. To provide additional security, you can enable an S3 bucket policy to allow only certain users, such as the OpenShift IAM user, to access objects that the bucket contains. You can avoid S3 entirely and serve your bootstrap Ignition config file from any address that the bootstrap machine can reach.

    1. Create the bucket:

      $ aws s3 mb s3://<cluster-name>-infra 1
      1
      <cluster-name>-infra is the bucket name. When creating the install-config.yaml file, replace <cluster-name> with the name specified for the cluster.
    2. Upload the bootstrap.ign Ignition config file to the bucket:

      $ aws s3 cp <installation_directory>/bootstrap.ign s3://<cluster-name>-infra/bootstrap.ign 1
      1
      For <installation_directory>, specify the path to the directory that you stored the installation files in.
    3. Verify that the file uploaded:

      $ aws s3 ls s3://<cluster-name>-infra/

      Example output

      2019-04-03 16:15:16     314878 bootstrap.ign

  2. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "InfrastructureName", 1
        "ParameterValue": "mycluster-<random_string>" 2
      },
      {
        "ParameterKey": "RhcosAmi", 3
        "ParameterValue": "ami-<random_string>" 4
      },
      {
        "ParameterKey": "AllowedBootstrapSshCidr", 5
        "ParameterValue": "0.0.0.0/0" 6
      },
      {
        "ParameterKey": "PublicSubnet", 7
        "ParameterValue": "subnet-<random_string>" 8
      },
      {
        "ParameterKey": "MasterSecurityGroupId", 9
        "ParameterValue": "sg-<random_string>" 10
      },
      {
        "ParameterKey": "VpcId", 11
        "ParameterValue": "vpc-<random_string>" 12
      },
      {
        "ParameterKey": "BootstrapIgnitionLocation", 13
        "ParameterValue": "s3://<bucket_name>/bootstrap.ign" 14
      },
      {
        "ParameterKey": "AutoRegisterELB", 15
        "ParameterValue": "yes" 16
      },
      {
        "ParameterKey": "RegisterNlbIpTargetsLambdaArn", 17
        "ParameterValue": "arn:aws:lambda:<region>:<account_number>:function:<dns_stack_name>-RegisterNlbIpTargets-<random_string>" 18
      },
      {
        "ParameterKey": "ExternalApiTargetGroupArn", 19
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Exter-<random_string>" 20
      },
      {
        "ParameterKey": "InternalApiTargetGroupArn", 21
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Inter-<random_string>" 22
      },
      {
        "ParameterKey": "InternalServiceTargetGroupArn", 23
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Inter-<random_string>" 24
      }
    ]
    1
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    2
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    3
    Current Red Hat Enterprise Linux CoreOS (RHCOS) AMI to use for the bootstrap node.
    4
    Specify a valid AWS::EC2::Image::Id value.
    5
    CIDR block to allow SSH access to the bootstrap node.
    6
    Specify a CIDR block in the format x.x.x.x/16-24.
    7
    The public subnet that is associated with your VPC to launch the bootstrap node into.
    8
    Specify the PublicSubnetIds value from the output of the CloudFormation template for the VPC.
    9
    The master security group ID (for registering temporary rules)
    10
    Specify the MasterSecurityGroupId value from the output of the CloudFormation template for the security group and roles.
    11
    The VPC created resources will belong to.
    12
    Specify the VpcId value from the output of the CloudFormation template for the VPC.
    13
    Location to fetch bootstrap Ignition config file from.
    14
    Specify the S3 bucket and file name in the form s3://<bucket_name>/bootstrap.ign.
    15
    Whether or not to register a network load balancer (NLB).
    16
    Specify yes or no. If you specify yes, you must provide a Lambda Amazon Resource Name (ARN) value.
    17
    The ARN for NLB IP target registration lambda group.
    18
    Specify the RegisterNlbIpTargetsLambda value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    19
    The ARN for external API load balancer target group.
    20
    Specify the ExternalApiTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    21
    The ARN for internal API load balancer target group.
    22
    Specify the InternalApiTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    23
    The ARN for internal service load balancer target group.
    24
    Specify the InternalServiceTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
  3. Copy the template from the CloudFormation template for the bootstrap machine section of this topic and save it as a YAML file on your computer. This template describes the bootstrap machine that your cluster requires.
  4. Launch the CloudFormation template to create a stack of AWS resources that represent the bootstrap node:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
         --capabilities CAPABILITY_NAMED_IAM 4
    1
    <name> is the name for the CloudFormation stack, such as cluster-bootstrap. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.
    4
    You must explicitly declare the CAPABILITY_NAMED_IAM capability because the provided template creates some AWS::IAM::Role and AWS::IAM::InstanceProfile resources.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-bootstrap/12944486-2add-11eb-9dee-12dace8e3a83

  5. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>

    After the StackStatus displays CREATE_COMPLETE, the output displays values for the following parameters. You must provide these parameter values to the other CloudFormation templates that you run to create your cluster:

    BootstrapInstanceId

    The bootstrap Instance ID.

    BootstrapPublicIp

    The bootstrap node public IP address.

    BootstrapPrivateIp

    The bootstrap node private IP address.

5.14.14.1. CloudFormation template for the bootstrap machine

You can use the following CloudFormation template to deploy the bootstrap machine that you need for your OpenShift Container Platform cluster.

Example 5.68. CloudFormation template for the bootstrap machine

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Bootstrap (EC2 Instance, Security Groups and IAM)

Parameters:
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag cloud resources and identify items owned or used by the cluster.
    Type: String
  RhcosAmi:
    Description: Current Red Hat Enterprise Linux CoreOS AMI to use for bootstrap.
    Type: AWS::EC2::Image::Id
  AllowedBootstrapSshCidr:
    AllowedPattern: ^(([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])\.){3}([0-9]|[1-9][0-9]|1[0-9]{2}|2[0-4][0-9]|25[0-5])(\/([0-9]|1[0-9]|2[0-9]|3[0-2]))$
    ConstraintDescription: CIDR block parameter must be in the form x.x.x.x/0-32.
    Default: 0.0.0.0/0
    Description: CIDR block to allow SSH access to the bootstrap node.
    Type: String
  PublicSubnet:
    Description: The public subnet to launch the bootstrap node into.
    Type: AWS::EC2::Subnet::Id
  MasterSecurityGroupId:
    Description: The master security group ID for registering temporary rules.
    Type: AWS::EC2::SecurityGroup::Id
  VpcId:
    Description: The VPC-scoped resources will belong to this VPC.
    Type: AWS::EC2::VPC::Id
  BootstrapIgnitionLocation:
    Default: s3://my-s3-bucket/bootstrap.ign
    Description: Ignition config file location.
    Type: String
  AutoRegisterELB:
    Default: "yes"
    AllowedValues:
    - "yes"
    - "no"
    Description: Do you want to invoke NLB registration, which requires a Lambda ARN parameter?
    Type: String
  RegisterNlbIpTargetsLambdaArn:
    Description: ARN for NLB IP target registration lambda.
    Type: String
  ExternalApiTargetGroupArn:
    Description: ARN for external API load balancer target group.
    Type: String
  InternalApiTargetGroupArn:
    Description: ARN for internal API load balancer target group.
    Type: String
  InternalServiceTargetGroupArn:
    Description: ARN for internal service load balancer target group.
    Type: String
  BootstrapInstanceType:
    Description: Instance type for the bootstrap EC2 instance
    Default: "i3.large"
    Type: String

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - InfrastructureName
    - Label:
        default: "Host Information"
      Parameters:
      - RhcosAmi
      - BootstrapIgnitionLocation
      - MasterSecurityGroupId
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcId
      - AllowedBootstrapSshCidr
      - PublicSubnet
    - Label:
        default: "Load Balancer Automation"
      Parameters:
      - AutoRegisterELB
      - RegisterNlbIpTargetsLambdaArn
      - ExternalApiTargetGroupArn
      - InternalApiTargetGroupArn
      - InternalServiceTargetGroupArn
    ParameterLabels:
      InfrastructureName:
        default: "Infrastructure Name"
      VpcId:
        default: "VPC ID"
      AllowedBootstrapSshCidr:
        default: "Allowed SSH Source"
      PublicSubnet:
        default: "Public Subnet"
      RhcosAmi:
        default: "Red Hat Enterprise Linux CoreOS AMI ID"
      BootstrapIgnitionLocation:
        default: "Bootstrap Ignition Source"
      MasterSecurityGroupId:
        default: "Master Security Group ID"
      AutoRegisterELB:
        default: "Use Provided ELB Automation"

Conditions:
  DoRegistration: !Equals ["yes", !Ref AutoRegisterELB]

Resources:
  BootstrapIamRole:
    Type: AWS::IAM::Role
    Properties:
      AssumeRolePolicyDocument:
        Version: "2012-10-17"
        Statement:
        - Effect: "Allow"
          Principal:
            Service:
            - "ec2.amazonaws.com"
          Action:
          - "sts:AssumeRole"
      Path: "/"
      Policies:
      - PolicyName: !Join ["-", [!Ref InfrastructureName, "bootstrap", "policy"]]
        PolicyDocument:
          Version: "2012-10-17"
          Statement:
          - Effect: "Allow"
            Action: "ec2:Describe*"
            Resource: "*"
          - Effect: "Allow"
            Action: "ec2:AttachVolume"
            Resource: "*"
          - Effect: "Allow"
            Action: "ec2:DetachVolume"
            Resource: "*"
          - Effect: "Allow"
            Action: "s3:GetObject"
            Resource: "*"

  BootstrapInstanceProfile:
    Type: "AWS::IAM::InstanceProfile"
    Properties:
      Path: "/"
      Roles:
      - Ref: "BootstrapIamRole"

  BootstrapSecurityGroup:
    Type: AWS::EC2::SecurityGroup
    Properties:
      GroupDescription: Cluster Bootstrap Security Group
      SecurityGroupIngress:
      - IpProtocol: tcp
        FromPort: 22
        ToPort: 22
        CidrIp: !Ref AllowedBootstrapSshCidr
      - IpProtocol: tcp
        ToPort: 19531
        FromPort: 19531
        CidrIp: 0.0.0.0/0
      VpcId: !Ref VpcId

  BootstrapInstance:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      IamInstanceProfile: !Ref BootstrapInstanceProfile
      InstanceType: !Ref BootstrapInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "true"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "BootstrapSecurityGroup"
        - !Ref "MasterSecurityGroupId"
        SubnetId: !Ref "PublicSubnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"replace":{"source":"${S3Loc}"}},"version":"3.1.0"}}'
        - {
          S3Loc: !Ref BootstrapIgnitionLocation
        }

  RegisterBootstrapApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref ExternalApiTargetGroupArn
      TargetIp: !GetAtt BootstrapInstance.PrivateIp

  RegisterBootstrapInternalApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalApiTargetGroupArn
      TargetIp: !GetAtt BootstrapInstance.PrivateIp

  RegisterBootstrapInternalServiceTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalServiceTargetGroupArn
      TargetIp: !GetAtt BootstrapInstance.PrivateIp

Outputs:
  BootstrapInstanceId:
    Description: Bootstrap Instance ID.
    Value: !Ref BootstrapInstance

  BootstrapPublicIp:
    Description: The bootstrap node public IP address.
    Value: !GetAtt BootstrapInstance.PublicIp

  BootstrapPrivateIp:
    Description: The bootstrap node private IP address.
    Value: !GetAtt BootstrapInstance.PrivateIp

Additional resources

5.14.15. Creating the control plane machines in AWS

You must create the control plane machines in Amazon Web Services (AWS) that your cluster will use.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources that represent the control plane nodes.

Important

The CloudFormation template creates a stack that represents three control plane nodes.

Note

If you do not use the provided CloudFormation template to create your control plane nodes, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.
  • You created and configured DNS, load balancers, and listeners in AWS.
  • You created the security groups and roles required for your cluster in AWS.
  • You created the bootstrap machine.

Procedure

  1. Create a JSON file that contains the parameter values that the template requires:

    [
      {
        "ParameterKey": "InfrastructureName", 1
        "ParameterValue": "mycluster-<random_string>" 2
      },
      {
        "ParameterKey": "RhcosAmi", 3
        "ParameterValue": "ami-<random_string>" 4
      },
      {
        "ParameterKey": "AutoRegisterDNS", 5
        "ParameterValue": "yes" 6
      },
      {
        "ParameterKey": "PrivateHostedZoneId", 7
        "ParameterValue": "<random_string>" 8
      },
      {
        "ParameterKey": "PrivateHostedZoneName", 9
        "ParameterValue": "mycluster.example.com" 10
      },
      {
        "ParameterKey": "Master0Subnet", 11
        "ParameterValue": "subnet-<random_string>" 12
      },
      {
        "ParameterKey": "Master1Subnet", 13
        "ParameterValue": "subnet-<random_string>" 14
      },
      {
        "ParameterKey": "Master2Subnet", 15
        "ParameterValue": "subnet-<random_string>" 16
      },
      {
        "ParameterKey": "MasterSecurityGroupId", 17
        "ParameterValue": "sg-<random_string>" 18
      },
      {
        "ParameterKey": "IgnitionLocation", 19
        "ParameterValue": "https://api-int.<cluster_name>.<domain_name>:22623/config/master" 20
      },
      {
        "ParameterKey": "CertificateAuthorities", 21
        "ParameterValue": "data:text/plain;charset=utf-8;base64,ABC...xYz==" 22
      },
      {
        "ParameterKey": "MasterInstanceProfileName", 23
        "ParameterValue": "<roles_stack>-MasterInstanceProfile-<random_string>" 24
      },
      {
        "ParameterKey": "MasterInstanceType", 25
        "ParameterValue": "m6i.xlarge" 26
      },
      {
        "ParameterKey": "AutoRegisterELB", 27
        "ParameterValue": "yes" 28
      },
      {
        "ParameterKey": "RegisterNlbIpTargetsLambdaArn", 29
        "ParameterValue": "arn:aws:lambda:<region>:<account_number>:function:<dns_stack_name>-RegisterNlbIpTargets-<random_string>" 30
      },
      {
        "ParameterKey": "ExternalApiTargetGroupArn", 31
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Exter-<random_string>" 32
      },
      {
        "ParameterKey": "InternalApiTargetGroupArn", 33
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Inter-<random_string>" 34
      },
      {
        "ParameterKey": "InternalServiceTargetGroupArn", 35
        "ParameterValue": "arn:aws:elasticloadbalancing:<region>:<account_number>:targetgroup/<dns_stack_name>-Inter-<random_string>" 36
      }
    ]
    1
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    2
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    3
    CurrentRed Hat Enterprise Linux CoreOS (RHCOS) AMI to use for the control plane machines.
    4
    Specify an AWS::EC2::Image::Id value.
    5
    Whether or not to perform DNS etcd registration.
    6
    Specify yes or no. If you specify yes, you must provide hosted zone information.
    7
    The Route 53 private zone ID to register the etcd targets with.
    8
    Specify the PrivateHostedZoneId value from the output of the CloudFormation template for DNS and load balancing.
    9
    The Route 53 zone to register the targets with.
    10
    Specify <cluster_name>.<domain_name> where <domain_name> is the Route 53 base domain that you used when you generated install-config.yaml file for the cluster. Do not include the trailing period (.) that is displayed in the AWS console.
    11 13 15
    A subnet, preferably private, to launch the control plane machines on.
    12 14 16
    Specify a subnet from the PrivateSubnets value from the output of the CloudFormation template for DNS and load balancing.
    17
    The master security group ID to associate with control plane nodes.
    18
    Specify the MasterSecurityGroupId value from the output of the CloudFormation template for the security group and roles.
    19
    The location to fetch control plane Ignition config file from.
    20
    Specify the generated Ignition config file location, https://api-int.<cluster_name>.<domain_name>:22623/config/master.
    21
    The base64 encoded certificate authority string to use.
    22
    Specify the value from the master.ign file that is in the installation directory. This value is the long string with the format data:text/plain;charset=utf-8;base64,ABC…​xYz==.
    23
    The IAM profile to associate with control plane nodes.
    24
    Specify the MasterInstanceProfile parameter value from the output of the CloudFormation template for the security group and roles.
    25
    The type of AWS instance to use for the control plane machines.
    26
    The instance type value corresponds to the minimum resource requirements for control plane machines.
    27
    Whether or not to register a network load balancer (NLB).
    28
    Specify yes or no. If you specify yes, you must provide a Lambda Amazon Resource Name (ARN) value.
    29
    The ARN for NLB IP target registration lambda group.
    30
    Specify the RegisterNlbIpTargetsLambda value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    31
    The ARN for external API load balancer target group.
    32
    Specify the ExternalApiTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    33
    The ARN for internal API load balancer target group.
    34
    Specify the InternalApiTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
    35
    The ARN for internal service load balancer target group.
    36
    Specify the InternalServiceTargetGroupArn value from the output of the CloudFormation template for DNS and load balancing. Use arn:aws-us-gov if deploying the cluster to an AWS GovCloud region.
  2. Copy the template from the CloudFormation template for control plane machines section of this topic and save it as a YAML file on your computer. This template describes the control plane machines that your cluster requires.
  3. If you specified an m5 instance type as the value for MasterInstanceType, add that instance type to the MasterInstanceType.AllowedValues parameter in the CloudFormation template.
  4. Launch the CloudFormation template to create a stack of AWS resources that represent the control plane nodes:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml 2
         --parameters file://<parameters>.json 3
    1
    <name> is the name for the CloudFormation stack, such as cluster-control-plane. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-control-plane/21c7e2b0-2ee2-11eb-c6f6-0aa34627df4b

    Note

    The CloudFormation template creates a stack that represents three control plane nodes.

  5. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>
5.14.15.1. CloudFormation template for control plane machines

You can use the following CloudFormation template to deploy the control plane machines that you need for your OpenShift Container Platform cluster.

Example 5.69. CloudFormation template for control plane machines

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Node Launch (EC2 master instances)

Parameters:
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag nodes for the kubelet cloud provider.
    Type: String
  RhcosAmi:
    Description: Current Red Hat Enterprise Linux CoreOS AMI to use for bootstrap.
    Type: AWS::EC2::Image::Id
  AutoRegisterDNS:
    Default: "yes"
    AllowedValues:
    - "yes"
    - "no"
    Description: Do you want to invoke DNS etcd registration, which requires Hosted Zone information?
    Type: String
  PrivateHostedZoneId:
    Description: The Route53 private zone ID to register the etcd targets with, such as Z21IXYZABCZ2A4.
    Type: String
  PrivateHostedZoneName:
    Description: The Route53 zone to register the targets with, such as cluster.example.com. Omit the trailing period.
    Type: String
  Master0Subnet:
    Description: The subnets, recommend private, to launch the master nodes into.
    Type: AWS::EC2::Subnet::Id
  Master1Subnet:
    Description: The subnets, recommend private, to launch the master nodes into.
    Type: AWS::EC2::Subnet::Id
  Master2Subnet:
    Description: The subnets, recommend private, to launch the master nodes into.
    Type: AWS::EC2::Subnet::Id
  MasterSecurityGroupId:
    Description: The master security group ID to associate with master nodes.
    Type: AWS::EC2::SecurityGroup::Id
  IgnitionLocation:
    Default: https://api-int.$CLUSTER_NAME.$DOMAIN:22623/config/master
    Description: Ignition config file location.
    Type: String
  CertificateAuthorities:
    Default: data:text/plain;charset=utf-8;base64,ABC...xYz==
    Description: Base64 encoded certificate authority string to use.
    Type: String
  MasterInstanceProfileName:
    Description: IAM profile to associate with master nodes.
    Type: String
  MasterInstanceType:
    Default: m5.xlarge
    Type: String

  AutoRegisterELB:
    Default: "yes"
    AllowedValues:
    - "yes"
    - "no"
    Description: Do you want to invoke NLB registration, which requires a Lambda ARN parameter?
    Type: String
  RegisterNlbIpTargetsLambdaArn:
    Description: ARN for NLB IP target registration lambda. Supply the value from the cluster infrastructure or select "no" for AutoRegisterELB.
    Type: String
  ExternalApiTargetGroupArn:
    Description: ARN for external API load balancer target group. Supply the value from the cluster infrastructure or select "no" for AutoRegisterELB.
    Type: String
  InternalApiTargetGroupArn:
    Description: ARN for internal API load balancer target group. Supply the value from the cluster infrastructure or select "no" for AutoRegisterELB.
    Type: String
  InternalServiceTargetGroupArn:
    Description: ARN for internal service load balancer target group. Supply the value from the cluster infrastructure or select "no" for AutoRegisterELB.
    Type: String

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - InfrastructureName
    - Label:
        default: "Host Information"
      Parameters:
      - MasterInstanceType
      - RhcosAmi
      - IgnitionLocation
      - CertificateAuthorities
      - MasterSecurityGroupId
      - MasterInstanceProfileName
    - Label:
        default: "Network Configuration"
      Parameters:
      - VpcId
      - AllowedBootstrapSshCidr
      - Master0Subnet
      - Master1Subnet
      - Master2Subnet
    - Label:
        default: "DNS"
      Parameters:
      - AutoRegisterDNS
      - PrivateHostedZoneName
      - PrivateHostedZoneId
    - Label:
        default: "Load Balancer Automation"
      Parameters:
      - AutoRegisterELB
      - RegisterNlbIpTargetsLambdaArn
      - ExternalApiTargetGroupArn
      - InternalApiTargetGroupArn
      - InternalServiceTargetGroupArn
    ParameterLabels:
      InfrastructureName:
        default: "Infrastructure Name"
      VpcId:
        default: "VPC ID"
      Master0Subnet:
        default: "Master-0 Subnet"
      Master1Subnet:
        default: "Master-1 Subnet"
      Master2Subnet:
        default: "Master-2 Subnet"
      MasterInstanceType:
        default: "Master Instance Type"
      MasterInstanceProfileName:
        default: "Master Instance Profile Name"
      RhcosAmi:
        default: "Red Hat Enterprise Linux CoreOS AMI ID"
      BootstrapIgnitionLocation:
        default: "Master Ignition Source"
      CertificateAuthorities:
        default: "Ignition CA String"
      MasterSecurityGroupId:
        default: "Master Security Group ID"
      AutoRegisterDNS:
        default: "Use Provided DNS Automation"
      AutoRegisterELB:
        default: "Use Provided ELB Automation"
      PrivateHostedZoneName:
        default: "Private Hosted Zone Name"
      PrivateHostedZoneId:
        default: "Private Hosted Zone ID"

Conditions:
  DoRegistration: !Equals ["yes", !Ref AutoRegisterELB]
  DoDns: !Equals ["yes", !Ref AutoRegisterDNS]

Resources:
  Master0:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      BlockDeviceMappings:
      - DeviceName: /dev/xvda
        Ebs:
          VolumeSize: "120"
          VolumeType: "gp2"
      IamInstanceProfile: !Ref MasterInstanceProfileName
      InstanceType: !Ref MasterInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "false"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "MasterSecurityGroupId"
        SubnetId: !Ref "Master0Subnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"merge":[{"source":"${SOURCE}"}]},"security":{"tls":{"certificateAuthorities":[{"source":"${CA_BUNDLE}"}]}},"version":"3.1.0"}}'
        - {
          SOURCE: !Ref IgnitionLocation,
          CA_BUNDLE: !Ref CertificateAuthorities,
        }
      Tags:
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "shared"

  RegisterMaster0:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref ExternalApiTargetGroupArn
      TargetIp: !GetAtt Master0.PrivateIp

  RegisterMaster0InternalApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalApiTargetGroupArn
      TargetIp: !GetAtt Master0.PrivateIp

  RegisterMaster0InternalServiceTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalServiceTargetGroupArn
      TargetIp: !GetAtt Master0.PrivateIp

  Master1:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      BlockDeviceMappings:
      - DeviceName: /dev/xvda
        Ebs:
          VolumeSize: "120"
          VolumeType: "gp2"
      IamInstanceProfile: !Ref MasterInstanceProfileName
      InstanceType: !Ref MasterInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "false"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "MasterSecurityGroupId"
        SubnetId: !Ref "Master1Subnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"merge":[{"source":"${SOURCE}"}]},"security":{"tls":{"certificateAuthorities":[{"source":"${CA_BUNDLE}"}]}},"version":"3.1.0"}}'
        - {
          SOURCE: !Ref IgnitionLocation,
          CA_BUNDLE: !Ref CertificateAuthorities,
        }
      Tags:
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "shared"

  RegisterMaster1:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref ExternalApiTargetGroupArn
      TargetIp: !GetAtt Master1.PrivateIp

  RegisterMaster1InternalApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalApiTargetGroupArn
      TargetIp: !GetAtt Master1.PrivateIp

  RegisterMaster1InternalServiceTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalServiceTargetGroupArn
      TargetIp: !GetAtt Master1.PrivateIp

  Master2:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      BlockDeviceMappings:
      - DeviceName: /dev/xvda
        Ebs:
          VolumeSize: "120"
          VolumeType: "gp2"
      IamInstanceProfile: !Ref MasterInstanceProfileName
      InstanceType: !Ref MasterInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "false"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "MasterSecurityGroupId"
        SubnetId: !Ref "Master2Subnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"merge":[{"source":"${SOURCE}"}]},"security":{"tls":{"certificateAuthorities":[{"source":"${CA_BUNDLE}"}]}},"version":"3.1.0"}}'
        - {
          SOURCE: !Ref IgnitionLocation,
          CA_BUNDLE: !Ref CertificateAuthorities,
        }
      Tags:
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "shared"

  RegisterMaster2:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref ExternalApiTargetGroupArn
      TargetIp: !GetAtt Master2.PrivateIp

  RegisterMaster2InternalApiTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalApiTargetGroupArn
      TargetIp: !GetAtt Master2.PrivateIp

  RegisterMaster2InternalServiceTarget:
    Condition: DoRegistration
    Type: Custom::NLBRegister
    Properties:
      ServiceToken: !Ref RegisterNlbIpTargetsLambdaArn
      TargetArn: !Ref InternalServiceTargetGroupArn
      TargetIp: !GetAtt Master2.PrivateIp

  EtcdSrvRecords:
    Condition: DoDns
    Type: AWS::Route53::RecordSet
    Properties:
      HostedZoneId: !Ref PrivateHostedZoneId
      Name: !Join [".", ["_etcd-server-ssl._tcp", !Ref PrivateHostedZoneName]]
      ResourceRecords:
      - !Join [
        " ",
        ["0 10 2380", !Join [".", ["etcd-0", !Ref PrivateHostedZoneName]]],
      ]
      - !Join [
        " ",
        ["0 10 2380", !Join [".", ["etcd-1", !Ref PrivateHostedZoneName]]],
      ]
      - !Join [
        " ",
        ["0 10 2380", !Join [".", ["etcd-2", !Ref PrivateHostedZoneName]]],
      ]
      TTL: 60
      Type: SRV

  Etcd0Record:
    Condition: DoDns
    Type: AWS::Route53::RecordSet
    Properties:
      HostedZoneId: !Ref PrivateHostedZoneId
      Name: !Join [".", ["etcd-0", !Ref PrivateHostedZoneName]]
      ResourceRecords:
      - !GetAtt Master0.PrivateIp
      TTL: 60
      Type: A

  Etcd1Record:
    Condition: DoDns
    Type: AWS::Route53::RecordSet
    Properties:
      HostedZoneId: !Ref PrivateHostedZoneId
      Name: !Join [".", ["etcd-1", !Ref PrivateHostedZoneName]]
      ResourceRecords:
      - !GetAtt Master1.PrivateIp
      TTL: 60
      Type: A

  Etcd2Record:
    Condition: DoDns
    Type: AWS::Route53::RecordSet
    Properties:
      HostedZoneId: !Ref PrivateHostedZoneId
      Name: !Join [".", ["etcd-2", !Ref PrivateHostedZoneName]]
      ResourceRecords:
      - !GetAtt Master2.PrivateIp
      TTL: 60
      Type: A

Outputs:
  PrivateIPs:
    Description: The control-plane node private IP addresses.
    Value:
      !Join [
        ",",
        [!GetAtt Master0.PrivateIp, !GetAtt Master1.PrivateIp, !GetAtt Master2.PrivateIp]
      ]

5.14.16. Creating the worker nodes in AWS

You can create worker nodes in Amazon Web Services (AWS) for your cluster to use.

You can use the provided CloudFormation template and a custom parameter file to create a stack of AWS resources that represent a worker node.

Important

The CloudFormation template creates a stack that represents one worker node. You must create a stack for each worker node.

Note

If you do not use the provided CloudFormation template to create your worker nodes, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.
  • You created and configured DNS, load balancers, and listeners in AWS.
  • You created the security groups and roles required for your cluster in AWS.
  • You created the bootstrap machine.
  • You created the control plane machines.

Procedure

  1. Create a JSON file that contains the parameter values that the CloudFormation template requires:

    [
      {
        "ParameterKey": "InfrastructureName", 1
        "ParameterValue": "mycluster-<random_string>" 2
      },
      {
        "ParameterKey": "RhcosAmi", 3
        "ParameterValue": "ami-<random_string>" 4
      },
      {
        "ParameterKey": "Subnet", 5
        "ParameterValue": "subnet-<random_string>" 6
      },
      {
        "ParameterKey": "WorkerSecurityGroupId", 7
        "ParameterValue": "sg-<random_string>" 8
      },
      {
        "ParameterKey": "IgnitionLocation", 9
        "ParameterValue": "https://api-int.<cluster_name>.<domain_name>:22623/config/worker" 10
      },
      {
        "ParameterKey": "CertificateAuthorities", 11
        "ParameterValue": "" 12
      },
      {
        "ParameterKey": "WorkerInstanceProfileName", 13
        "ParameterValue": "" 14
      },
      {
        "ParameterKey": "WorkerInstanceType", 15
        "ParameterValue": "m6i.large" 16
      }
    ]
    1
    The name for your cluster infrastructure that is encoded in your Ignition config files for the cluster.
    2
    Specify the infrastructure name that you extracted from the Ignition config file metadata, which has the format <cluster-name>-<random-string>.
    3
    Current Red Hat Enterprise Linux CoreOS (RHCOS) AMI to use for the worker nodes.
    4
    Specify an AWS::EC2::Image::Id value.
    5
    A subnet, preferably private, to start the worker nodes on.
    6
    Specify a subnet from the PrivateSubnets value from the output of the CloudFormation template for DNS and load balancing.
    7
    The worker security group ID to associate with worker nodes.
    8
    Specify the WorkerSecurityGroupId value from the output of the CloudFormation template for the security group and roles.
    9
    The location to fetch the bootstrap Ignition config file from.
    10
    Specify the generated Ignition config location, https://api-int.<cluster_name>.<domain_name>:22623/config/worker.
    11
    Base64 encoded certificate authority string to use.
    12
    Specify the value from the worker.ign file that is in the installation directory. This value is the long string with the format data:text/plain;charset=utf-8;base64,ABC…​xYz==.
    13
    The IAM profile to associate with worker nodes.
    14
    Specify the WorkerInstanceProfile parameter value from the output of the CloudFormation template for the security group and roles.
    15
    The type of AWS instance to use for the compute machines.
    16
    The instance type value corresponds to the minimum resource requirements for compute machines.
  2. Copy the template from the CloudFormation template for worker machines section of this topic and save it as a YAML file on your computer. This template describes the networking objects and load balancers that your cluster requires.
  3. Optional: If you specified an m5 instance type as the value for WorkerInstanceType, add that instance type to the WorkerInstanceType.AllowedValues parameter in the CloudFormation template.
  4. Optional: If you are deploying with an AWS Marketplace image, update the Worker0.type.properties.ImageID parameter with the AMI ID that you obtained from your subscription.
  5. Use the CloudFormation template to create a stack of AWS resources that represent a worker node:

    Important

    You must enter the command on a single line.

    $ aws cloudformation create-stack --stack-name <name> 1
         --template-body file://<template>.yaml \ 2
         --parameters file://<parameters>.json 3
    1
    <name> is the name for the CloudFormation stack, such as cluster-worker-1. You need the name of this stack if you remove the cluster.
    2
    <template> is the relative path to and name of the CloudFormation template YAML file that you saved.
    3
    <parameters> is the relative path to and name of the CloudFormation parameters JSON file.

    Example output

    arn:aws:cloudformation:us-east-1:269333783861:stack/cluster-worker-1/729ee301-1c2a-11eb-348f-sd9888c65b59

    Note

    The CloudFormation template creates a stack that represents one worker node.

  6. Confirm that the template components exist:

    $ aws cloudformation describe-stacks --stack-name <name>
  7. Continue to create worker stacks until you have created enough worker machines for your cluster. You can create additional worker stacks by referencing the same template and parameter files and specifying a different stack name.

    Important

    You must create at least two worker machines, so you must create at least two stacks that use this CloudFormation template.

5.14.16.1. CloudFormation template for worker machines

You can use the following CloudFormation template to deploy the worker machines that you need for your OpenShift Container Platform cluster.

Example 5.70. CloudFormation template for worker machines

AWSTemplateFormatVersion: 2010-09-09
Description: Template for OpenShift Cluster Node Launch (EC2 worker instance)

Parameters:
  InfrastructureName:
    AllowedPattern: ^([a-zA-Z][a-zA-Z0-9\-]{0,26})$
    MaxLength: 27
    MinLength: 1
    ConstraintDescription: Infrastructure name must be alphanumeric, start with a letter, and have a maximum of 27 characters.
    Description: A short, unique cluster ID used to tag nodes for the kubelet cloud provider.
    Type: String
  RhcosAmi:
    Description: Current Red Hat Enterprise Linux CoreOS AMI to use for bootstrap.
    Type: AWS::EC2::Image::Id
  Subnet:
    Description: The subnets, recommend private, to launch the master nodes into.
    Type: AWS::EC2::Subnet::Id
  WorkerSecurityGroupId:
    Description: The master security group ID to associate with master nodes.
    Type: AWS::EC2::SecurityGroup::Id
  IgnitionLocation:
    Default: https://api-int.$CLUSTER_NAME.$DOMAIN:22623/config/worker
    Description: Ignition config file location.
    Type: String
  CertificateAuthorities:
    Default: data:text/plain;charset=utf-8;base64,ABC...xYz==
    Description: Base64 encoded certificate authority string to use.
    Type: String
  WorkerInstanceProfileName:
    Description: IAM profile to associate with master nodes.
    Type: String
  WorkerInstanceType:
    Default: m5.large
    Type: String

Metadata:
  AWS::CloudFormation::Interface:
    ParameterGroups:
    - Label:
        default: "Cluster Information"
      Parameters:
      - InfrastructureName
    - Label:
        default: "Host Information"
      Parameters:
      - WorkerInstanceType
      - RhcosAmi
      - IgnitionLocation
      - CertificateAuthorities
      - WorkerSecurityGroupId
      - WorkerInstanceProfileName
    - Label:
        default: "Network Configuration"
      Parameters:
      - Subnet
    ParameterLabels:
      Subnet:
        default: "Subnet"
      InfrastructureName:
        default: "Infrastructure Name"
      WorkerInstanceType:
        default: "Worker Instance Type"
      WorkerInstanceProfileName:
        default: "Worker Instance Profile Name"
      RhcosAmi:
        default: "Red Hat Enterprise Linux CoreOS AMI ID"
      IgnitionLocation:
        default: "Worker Ignition Source"
      CertificateAuthorities:
        default: "Ignition CA String"
      WorkerSecurityGroupId:
        default: "Worker Security Group ID"

Resources:
  Worker0:
    Type: AWS::EC2::Instance
    Properties:
      ImageId: !Ref RhcosAmi
      BlockDeviceMappings:
      - DeviceName: /dev/xvda
        Ebs:
          VolumeSize: "120"
          VolumeType: "gp2"
      IamInstanceProfile: !Ref WorkerInstanceProfileName
      InstanceType: !Ref WorkerInstanceType
      NetworkInterfaces:
      - AssociatePublicIpAddress: "false"
        DeviceIndex: "0"
        GroupSet:
        - !Ref "WorkerSecurityGroupId"
        SubnetId: !Ref "Subnet"
      UserData:
        Fn::Base64: !Sub
        - '{"ignition":{"config":{"merge":[{"source":"${SOURCE}"}]},"security":{"tls":{"certificateAuthorities":[{"source":"${CA_BUNDLE}"}]}},"version":"3.1.0"}}'
        - {
          SOURCE: !Ref IgnitionLocation,
          CA_BUNDLE: !Ref CertificateAuthorities,
        }
      Tags:
      - Key: !Join ["", ["kubernetes.io/cluster/", !Ref InfrastructureName]]
        Value: "shared"

Outputs:
  PrivateIP:
    Description: The compute node private IP address.
    Value: !GetAtt Worker0.PrivateIp

5.14.17. Initializing the bootstrap sequence on AWS with user-provisioned infrastructure

After you create all of the required infrastructure in Amazon Web Services (AWS), you can start the bootstrap sequence that initializes the OpenShift Container Platform control plane.

Prerequisites

  • You configured an AWS account.
  • You added your AWS keys and region to your local AWS profile by running aws configure.
  • You generated the Ignition config files for your cluster.
  • You created and configured a VPC and associated subnets in AWS.
  • You created and configured DNS, load balancers, and listeners in AWS.
  • You created the security groups and roles required for your cluster in AWS.
  • You created the bootstrap machine.
  • You created the control plane machines.
  • You created the worker nodes.

Procedure

  1. Change to the directory that contains the installation program and start the bootstrap process that initializes the OpenShift Container Platform control plane:

    $ ./openshift-install wait-for bootstrap-complete --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different installation details, specify warn, debug, or error instead of info.

    Example output

    INFO Waiting up to 20m0s for the Kubernetes API at https://api.mycluster.example.com:6443...
    INFO API v1.23.0 up
    INFO Waiting up to 30m0s for bootstrapping to complete...
    INFO It is now safe to remove the bootstrap resources
    INFO Time elapsed: 1s

    If the command exits without a FATAL warning, your OpenShift Container Platform control plane has initialized.

    Note

    After the control plane initializes, it sets up the compute nodes and installs additional services in the form of Operators.

Additional resources

5.14.18. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

5.14.19. Approving the certificate signing requests for your machines

When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself. The client requests must be approved first, followed by the server requests.

Prerequisites

  • You added machines to your cluster.

Procedure

  1. Confirm that the cluster recognizes the machines:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  63m  v1.23.0
    master-1  Ready     master  63m  v1.23.0
    master-2  Ready     master  64m  v1.23.0

    The output lists all of the machines that you created.

    Note

    The preceding output might not include the compute nodes, also known as worker nodes, until some CSRs are approved.

  2. Review the pending CSRs and ensure that you see the client requests with the Pending or Approved status for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-8b2br   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    csr-8vnps   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    ...

    In this example, two machines are joining the cluster. You might see more approved CSRs in the list.

  3. If the CSRs were not approved, after all of the pending CSRs for the machines you added are in Pending status, approve the CSRs for your cluster machines:

    Note

    Because the CSRs rotate automatically, approve your CSRs within an hour of adding the machines to the cluster. If you do not approve them within an hour, the certificates will rotate, and more than two certificates will be present for each node. You must approve all of these certificates. After the client CSR is approved, the Kubelet creates a secondary CSR for the serving certificate, which requires manual approval. Then, subsequent serving certificate renewal requests are automatically approved by the machine-approver if the Kubelet requests a new certificate with identical parameters.

    Note

    For clusters running on platforms that are not machine API enabled, such as bare metal and other user-provisioned infrastructure, you must implement a method of automatically approving the kubelet serving certificate requests (CSRs). If a request is not approved, then the oc exec, oc rsh, and oc logs commands cannot succeed, because a serving certificate is required when the API server connects to the kubelet. Any operation that contacts the Kubelet endpoint requires this certificate approval to be in place. The method must watch for new CSRs, confirm that the CSR was submitted by the node-bootstrapper service account in the system:node or system:admin groups, and confirm the identity of the node.

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs --no-run-if-empty oc adm certificate approve
      Note

      Some Operators might not become available until some CSRs are approved.

  4. Now that your client requests are approved, you must review the server requests for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-bfd72   5m26s   system:node:ip-10-0-50-126.us-east-2.compute.internal                       Pending
    csr-c57lv   5m26s   system:node:ip-10-0-95-157.us-east-2.compute.internal                       Pending
    ...

  5. If the remaining CSRs are not approved, and are in the Pending status, approve the CSRs for your cluster machines:

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs oc adm certificate approve
  6. After all client and server CSRs have been approved, the machines have the Ready status. Verify this by running the following command:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  73m  v1.23.0
    master-1  Ready     master  73m  v1.23.0
    master-2  Ready     master  74m  v1.23.0
    worker-0  Ready     worker  11m  v1.23.0
    worker-1  Ready     worker  11m  v1.23.0

    Note

    It can take a few minutes after approval of the server CSRs for the machines to transition to the Ready status.

Additional information

5.14.20. Initial Operator configuration

After the control plane initializes, you must immediately configure some Operators so that they all become available.

Prerequisites

  • Your control plane has initialized.

Procedure

  1. Watch the cluster components come online:

    $ watch -n5 oc get clusteroperators

    Example output

    NAME                                       VERSION   AVAILABLE   PROGRESSING   DEGRADED   SINCE
    authentication                             4.10.0    True        False         False      19m
    baremetal                                  4.10.0    True        False         False      37m
    cloud-credential                           4.10.0    True        False         False      40m
    cluster-autoscaler                         4.10.0    True        False         False      37m
    config-operator                            4.10.0    True        False         False      38m
    console                                    4.10.0    True        False         False      26m
    csi-snapshot-controller                    4.10.0    True        False         False      37m
    dns                                        4.10.0    True        False         False      37m
    etcd                                       4.10.0    True        False         False      36m
    image-registry                             4.10.0    True        False         False      31m
    ingress                                    4.10.0    True        False         False      30m
    insights                                   4.10.0    True        False         False      31m
    kube-apiserver                             4.10.0    True        False         False      26m
    kube-controller-manager                    4.10.0    True        False         False      36m
    kube-scheduler                             4.10.0    True        False         False      36m
    kube-storage-version-migrator              4.10.0    True        False         False      37m
    machine-api                                4.10.0    True        False         False      29m
    machine-approver                           4.10.0    True        False         False      37m
    machine-config                             4.10.0    True        False         False      36m
    marketplace                                4.10.0    True        False         False      37m
    monitoring                                 4.10.0    True        False         False      29m
    network                                    4.10.0    True        False         False      38m
    node-tuning                                4.10.0    True        False         False      37m
    openshift-apiserver                        4.10.0    True        False         False      32m
    openshift-controller-manager               4.10.0    True        False         False      30m
    openshift-samples                          4.10.0    True        False         False      32m
    operator-lifecycle-manager                 4.10.0    True        False         False      37m
    operator-lifecycle-manager-catalog         4.10.0    True        False         False      37m
    operator-lifecycle-manager-packageserver   4.10.0    True        False         False      32m
    service-ca                                 4.10.0    True        False         False      38m
    storage                                    4.10.0    True        False         False      37m

  2. Configure the Operators that are not available.
5.14.20.1. Disabling the default OperatorHub sources

Operator catalogs that source content provided by Red Hat and community projects are configured for OperatorHub by default during an OpenShift Container Platform installation. In a restricted network environment, you must disable the default catalogs as a cluster administrator.

Procedure

  • Disable the sources for the default catalogs by adding disableAllDefaultSources: true to the OperatorHub object:

    $ oc patch OperatorHub cluster --type json \
        -p '[{"op": "add", "path": "/spec/disableAllDefaultSources", "value": true}]'
Tip

Alternatively, you can use the web console to manage catalog sources. From the AdministrationCluster SettingsConfigurationOperatorHub page, click the Sources tab, where you can create, delete, disable, and enable individual sources.

5.14.20.2. Image registry storage configuration

Amazon Web Services provides default storage, which means the Image Registry Operator is available after installation. However, if the Registry Operator cannot create an S3 bucket and automatically configure storage, you must manually configure registry storage.

Instructions are shown for configuring a persistent volume, which is required for production clusters. Where applicable, instructions are shown for configuring an empty directory as the storage location, which is available for only non-production clusters.

Additional instructions are provided for allowing the image registry to use block storage types by using the Recreate rollout strategy during upgrades.

5.14.20.2.1. Configuring registry storage for AWS with user-provisioned infrastructure

During installation, your cloud credentials are sufficient to create an Amazon S3 bucket and the Registry Operator will automatically configure storage.

If the Registry Operator cannot create an S3 bucket and automatically configure storage, you can create an S3 bucket and configure storage with the following procedure.

Prerequisites

  • You have a cluster on AWS with user-provisioned infrastructure.
  • For Amazon S3 storage, the secret is expected to contain two keys:

    • REGISTRY_STORAGE_S3_ACCESSKEY
    • REGISTRY_STORAGE_S3_SECRETKEY

Procedure

Use the following procedure if the Registry Operator cannot create an S3 bucket and automatically configure storage.

  1. Set up a Bucket Lifecycle Policy to abort incomplete multipart uploads that are one day old.
  2. Fill in the storage configuration in configs.imageregistry.operator.openshift.io/cluster:

    $ oc edit configs.imageregistry.operator.openshift.io/cluster

    Example configuration

    storage:
      s3:
        bucket: <bucket-name>
        region: <region-name>

Warning

To secure your registry images in AWS, block public access to the S3 bucket.

5.14.20.2.2. Configuring storage for the image registry in non-production clusters

You must configure storage for the Image Registry Operator. For non-production clusters, you can set the image registry to an empty directory. If you do so, all images are lost if you restart the registry.

Procedure

  • To set the image registry storage to an empty directory:

    $ oc patch configs.imageregistry.operator.openshift.io cluster --type merge --patch '{"spec":{"storage":{"emptyDir":{}}}}'
    Warning

    Configure this option for only non-production clusters.

    If you run this command before the Image Registry Operator initializes its components, the oc patch command fails with the following error:

    Error from server (NotFound): configs.imageregistry.operator.openshift.io "cluster" not found

    Wait a few minutes and run the command again.

5.14.21. Deleting the bootstrap resources

After you complete the initial Operator configuration for the cluster, remove the bootstrap resources from Amazon Web Services (AWS).

Prerequisites

  • You completed the initial Operator configuration for your cluster.

Procedure

  1. Delete the bootstrap resources. If you used the CloudFormation template, delete its stack:

    • Delete the stack by using the AWS CLI:

      $ aws cloudformation delete-stack --stack-name <name> 1
      1
      <name> is the name of your bootstrap stack.
    • Delete the stack by using the AWS CloudFormation console.

5.14.22. Creating the Ingress DNS Records

If you removed the DNS Zone configuration, manually create DNS records that point to the Ingress load balancer. You can create either a wildcard record or specific records. While the following procedure uses A records, you can use other record types that you require, such as CNAME or alias.

Prerequisites

Procedure

  1. Determine the routes to create.

    • To create a wildcard record, use *.apps.<cluster_name>.<domain_name>, where <cluster_name> is your cluster name, and <domain_name> is the Route 53 base domain for your OpenShift Container Platform cluster.
    • To create specific records, you must create a record for each route that your cluster uses, as shown in the output of the following command:

      $ oc get --all-namespaces -o jsonpath='{range .items[*]}{range .status.ingress[*]}{.host}{"\n"}{end}{end}' routes

      Example output

      oauth-openshift.apps.<cluster_name>.<domain_name>
      console-openshift-console.apps.<cluster_name>.<domain_name>
      downloads-openshift-console.apps.<cluster_name>.<domain_name>
      alertmanager-main-openshift-monitoring.apps.<cluster_name>.<domain_name>
      grafana-openshift-monitoring.apps.<cluster_name>.<domain_name>
      prometheus-k8s-openshift-monitoring.apps.<cluster_name>.<domain_name>

  2. Retrieve the Ingress Operator load balancer status and note the value of the external IP address that it uses, which is shown in the EXTERNAL-IP column:

    $ oc -n openshift-ingress get service router-default

    Example output

    NAME             TYPE           CLUSTER-IP      EXTERNAL-IP                            PORT(S)                      AGE
    router-default   LoadBalancer   172.30.62.215   ab3...28.us-east-2.elb.amazonaws.com   80:31499/TCP,443:30693/TCP   5m

  3. Locate the hosted zone ID for the load balancer:

    $ aws elb describe-load-balancers | jq -r '.LoadBalancerDescriptions[] | select(.DNSName == "<external_ip>").CanonicalHostedZoneNameID' 1
    1
    For <external_ip>, specify the value of the external IP address of the Ingress Operator load balancer that you obtained.

    Example output

    Z3AADJGX6KTTL2

    The output of this command is the load balancer hosted zone ID.

  4. Obtain the public hosted zone ID for your cluster’s domain:

    $ aws route53 list-hosted-zones-by-name \
                --dns-name "<domain_name>" \ 1
                --query 'HostedZones[? Config.PrivateZone != `true` && Name == `<domain_name>.`].Id' 2
                --output text
    1 2
    For <domain_name>, specify the Route 53 base domain for your OpenShift Container Platform cluster.

    Example output

    /hostedzone/Z3URY6TWQ91KVV

    The public hosted zone ID for your domain is shown in the command output. In this example, it is Z3URY6TWQ91KVV.

  5. Add the alias records to your private zone:

    $ aws route53 change-resource-record-sets --hosted-zone-id "<private_hosted_zone_id>" --change-batch '{ 1
    >   "Changes": [
    >     {
    >       "Action": "CREATE",
    >       "ResourceRecordSet": {
    >         "Name": "\\052.apps.<cluster_domain>", 2
    >         "Type": "A",
    >         "AliasTarget":{
    >           "HostedZoneId": "<hosted_zone_id>", 3
    >           "DNSName": "<external_ip>.", 4
    >           "EvaluateTargetHealth": false
    >         }
    >       }
    >     }
    >   ]
    > }'
    1
    For <private_hosted_zone_id>, specify the value from the output of the CloudFormation template for DNS and load balancing.
    2
    For <cluster_domain>, specify the domain or subdomain that you use with your OpenShift Container Platform cluster.
    3
    For <hosted_zone_id>, specify the public hosted zone ID for the load balancer that you obtained.
    4
    For <external_ip>, specify the value of the external IP address of the Ingress Operator load balancer. Ensure that you include the trailing period (.) in this parameter value.
  6. Add the records to your public zone:

    $ aws route53 change-resource-record-sets --hosted-zone-id "<public_hosted_zone_id>"" --change-batch '{ 1
    >   "Changes": [
    >     {
    >       "Action": "CREATE",
    >       "ResourceRecordSet": {
    >         "Name": "\\052.apps.<cluster_domain>", 2
    >         "Type": "A",
    >         "AliasTarget":{
    >           "HostedZoneId": "<hosted_zone_id>", 3
    >           "DNSName": "<external_ip>.", 4
    >           "EvaluateTargetHealth": false
    >         }
    >       }
    >     }
    >   ]
    > }'
    1
    For <public_hosted_zone_id>, specify the public hosted zone for your domain.
    2
    For <cluster_domain>, specify the domain or subdomain that you use with your OpenShift Container Platform cluster.
    3
    For <hosted_zone_id>, specify the public hosted zone ID for the load balancer that you obtained.
    4
    For <external_ip>, specify the value of the external IP address of the Ingress Operator load balancer. Ensure that you include the trailing period (.) in this parameter value.

5.14.23. Completing an AWS installation on user-provisioned infrastructure

After you start the OpenShift Container Platform installation on Amazon Web Service (AWS) user-provisioned infrastructure, monitor the deployment to completion.

Prerequisites

  • You removed the bootstrap node for an OpenShift Container Platform cluster on user-provisioned AWS infrastructure.
  • You installed the oc CLI.

Procedure

  1. From the directory that contains the installation program, complete the cluster installation:

    $ ./openshift-install --dir <installation_directory> wait-for install-complete 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

    INFO Waiting up to 40m0s for the cluster at https://api.mycluster.example.com:6443 to initialize...
    INFO Waiting up to 10m0s for the openshift-console route to be created...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "password"
    INFO Time elapsed: 1s

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
  2. Register your cluster on the Cluster registration page.

5.14.24. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.14.25. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

5.14.26. Additional resources

  • See Working with stacks in the AWS documentation for more information about AWS CloudFormation stacks.

5.14.27. Next steps

5.15. Uninstalling a cluster on AWS

You can remove a cluster that you deployed to Amazon Web Services (AWS).

5.15.1. Removing a cluster that uses installer-provisioned infrastructure

You can remove a cluster that uses installer-provisioned infrastructure from your cloud.

Note

After uninstallation, check your cloud provider for any resources not removed properly, especially with User Provisioned Infrastructure (UPI) clusters. There might be resources that the installer did not create or that the installer is unable to access.

Prerequisites

  • Have a copy of the installation program that you used to deploy the cluster.
  • Have the files that the installation program generated when you created your cluster.

Procedure

  1. From the directory that contains the installation program on the computer that you used to install the cluster, run the following command:

    $ ./openshift-install destroy cluster \
    --dir <installation_directory> --log-level info 1 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different details, specify warn, debug, or error instead of info.
    Note

    You must specify the directory that contains the cluster definition files for your cluster. The installation program requires the metadata.json file in this directory to delete the cluster.

  1. Optional: Delete the <installation_directory> directory and the OpenShift Container Platform installation program.

5.15.2. Deleting AWS resources with the Cloud Credential Operator utility

To clean up resources after uninstalling an OpenShift Container Platform cluster with the Cloud Credential Operator (CCO) in manual mode with STS, you can use the CCO utility (ccoctl) to remove the AWS resources that ccoctl created during installation.

Prerequisites

  • Extract and prepare the ccoctl binary.
  • Install an OpenShift Container Platform cluster with the CCO in manual mode with STS.

Procedure

  • Delete the AWS resources that ccoctl created:

    $ ccoctl aws delete \
      --name=<name> \ 1
      --region=<aws_region> 2
    1
    <name> matches the name that was originally used to create and tag the cloud resources.
    2
    <aws_region> is the AWS region in which to delete cloud resources.

    Example output:

    2021/04/08 17:50:41 Identity Provider object .well-known/openid-configuration deleted from the bucket <name>-oidc
    2021/04/08 17:50:42 Identity Provider object keys.json deleted from the bucket <name>-oidc
    2021/04/08 17:50:43 Identity Provider bucket <name>-oidc deleted
    2021/04/08 17:51:05 Policy <name>-openshift-cloud-credential-operator-cloud-credential-o associated with IAM Role <name>-openshift-cloud-credential-operator-cloud-credential-o deleted
    2021/04/08 17:51:05 IAM Role <name>-openshift-cloud-credential-operator-cloud-credential-o deleted
    2021/04/08 17:51:07 Policy <name>-openshift-cluster-csi-drivers-ebs-cloud-credentials associated with IAM Role <name>-openshift-cluster-csi-drivers-ebs-cloud-credentials deleted
    2021/04/08 17:51:07 IAM Role <name>-openshift-cluster-csi-drivers-ebs-cloud-credentials deleted
    2021/04/08 17:51:08 Policy <name>-openshift-image-registry-installer-cloud-credentials associated with IAM Role <name>-openshift-image-registry-installer-cloud-credentials deleted
    2021/04/08 17:51:08 IAM Role <name>-openshift-image-registry-installer-cloud-credentials deleted
    2021/04/08 17:51:09 Policy <name>-openshift-ingress-operator-cloud-credentials associated with IAM Role <name>-openshift-ingress-operator-cloud-credentials deleted
    2021/04/08 17:51:10 IAM Role <name>-openshift-ingress-operator-cloud-credentials deleted
    2021/04/08 17:51:11 Policy <name>-openshift-machine-api-aws-cloud-credentials associated with IAM Role <name>-openshift-machine-api-aws-cloud-credentials deleted
    2021/04/08 17:51:11 IAM Role <name>-openshift-machine-api-aws-cloud-credentials deleted
    2021/04/08 17:51:39 Identity Provider with ARN arn:aws:iam::<aws_account_id>:oidc-provider/<name>-oidc.s3.<aws_region>.amazonaws.com deleted

Verification

  • To verify that the resources are deleted, query AWS. For more information, refer to AWS documentation.

Chapter 6. Installing on Azure

6.1. Preparing to install on Azure

6.1.1. Prerequisites

6.1.2. Requirements for installing OpenShift Container Platform on Azure

Before installing OpenShift Container Platform on Microsoft Azure, you must configure an Azure account. See Configuring an Azure account for details about account configuration, account limits, public DNS zone configuration, required roles, creating service principals, and supported Azure regions.

If the cloud identity and access management (IAM) APIs are not accessible in your environment, or if you do not want to store an administrator-level credential secret in the kube-system namespace, see Manually creating IAM for Azure for other options.

6.1.3. Choosing a method to install OpenShift Container Platform on Azure

You can install OpenShift Container Platform on installer-provisioned or user-provisioned infrastructure. The default installation type uses installer-provisioned infrastructure, where the installation program provisions the underlying infrastructure for the cluster. You can also install OpenShift Container Platform on infrastructure that you provision. If you do not use infrastructure that the installation program provisions, you must manage and maintain the cluster resources yourself.

See Installation process for more information about installer-provisioned and user-provisioned installation processes.

6.1.3.1. Installing a cluster on installer-provisioned infrastructure

You can install a cluster on Azure infrastructure that is provisioned by the OpenShift Container Platform installation program, by using one of the following methods:

  • Installing a cluster quickly on Azure: You can install OpenShift Container Platform on Azure infrastructure that is provisioned by the OpenShift Container Platform installation program. You can install a cluster quickly by using the default configuration options.
  • Installing a customized cluster on Azure: You can install a customized cluster on Azure infrastructure that the installation program provisions. The installation program allows for some customization to be applied at the installation stage. Many other customization options are available post-installation.
  • Installing a cluster on Azure with network customizations: You can customize your OpenShift Container Platform network configuration during installation, so that your cluster can coexist with your existing IP address allocations and adhere to your network requirements.
  • Installing a cluster on Azure into an existing VNet: You can install OpenShift Container Platform on an existing Azure Virtual Network (VNet) on Azure. You can use this installation method if you have constraints set by the guidelines of your company, such as limits when creating new accounts or infrastructure.
  • Installing a private cluster on Azure: You can install a private cluster into an existing Azure Virtual Network (VNet) on Azure. You can use this method to deploy OpenShift Container Platform on an internal network that is not visible to the internet.
  • Installing a cluster on Azure into a government region: OpenShift Container Platform can be deployed into Microsoft Azure Government (MAG) regions that are specifically designed for US government agencies at the federal, state, and local level, as well as contractors, educational institutions, and other US customers that must run sensitive workloads on Azure.
6.1.3.2. Installing a cluster on user-provisioned infrastructure

You can install a cluster on Azure infrastructure that you provision, by using the following method:

6.1.4. Next steps

6.2. Configuring an Azure account

Before you can install OpenShift Container Platform, you must configure a Microsoft Azure account.

Important

All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

6.2.1. Azure account limits

The OpenShift Container Platform cluster uses a number of Microsoft Azure components, and the default Azure subscription and service limits, quotas, and constraints affect your ability to install OpenShift Container Platform clusters.

Important

Default limits vary by offer category types, such as Free Trial and Pay-As-You-Go, and by series, such as Dv2, F, and G. For example, the default for Enterprise Agreement subscriptions is 350 cores.

Check the limits for your subscription type and if necessary, increase quota limits for your account before you install a default cluster on Azure.

The following table summarizes the Azure components whose limits can impact your ability to install and run OpenShift Container Platform clusters.

ComponentNumber of components required by defaultDefault Azure limitDescription

vCPU

40

20 per region

A default cluster requires 40 vCPUs, so you must increase the account limit.

By default, each cluster creates the following instances:

  • One bootstrap machine, which is removed after installation
  • Three control plane machines
  • Three compute machines

Because the bootstrap machine uses Standard_D4s_v3 machines, which use 4 vCPUs, the control plane machines use Standard_D8s_v3 virtual machines, which use 8 vCPUs, and the worker machines use Standard_D4s_v3 virtual machines, which use 4 vCPUs, a default cluster requires 40 vCPUs. The bootstrap node VM, which uses 4 vCPUs, is used only during installation.

To deploy more worker nodes, enable autoscaling, deploy large workloads, or use a different instance type, you must further increase the vCPU limit for your account to ensure that your cluster can deploy the machines that you require.

OS Disk

7

 

Each cluster machine must have a minimum of 100 GB of storage and 300 IOPS. While these are the minimum supported values, faster storage is recommended for production clusters and clusters with intensive workloads. For more information about optimizing storage for performance, see the page titled "Optimizing storage" in the "Scalability and performance" section.

VNet

1

1000 per region

Each default cluster requires one Virtual Network (VNet), which contains two subnets.

Network interfaces

7

65,536 per region

Each default cluster requires seven network interfaces. If you create more machines or your deployed workloads create load balancers, your cluster uses more network interfaces.

Network security groups

2

5000

Each cluster creates network security groups for each subnet in the VNet. The default cluster creates network security groups for the control plane and for the compute node subnets:

controlplane

Allows the control plane machines to be reached on port 6443 from anywhere

node

Allows worker nodes to be reached from the internet on ports 80 and 443

Network load balancers

3

1000 per region

Each cluster creates the following load balancers:

default

Public IP address that load balances requests to ports 80 and 443 across worker machines

internal

Private IP address that load balances requests to ports 6443 and 22623 across control plane machines

external

Public IP address that load balances requests to port 6443 across control plane machines

If your applications create more Kubernetes LoadBalancer service objects, your cluster uses more load balancers.

Public IP addresses

3

 

Each of the two public load balancers uses a public IP address. The bootstrap machine also uses a public IP address so that you can SSH into the machine to troubleshoot issues during installation. The IP address for the bootstrap node is used only during installation.

Private IP addresses

7

 

The internal load balancer, each of the three control plane machines, and each of the three worker machines each use a private IP address.

Spot VM vCPUs (optional)

0

If you configure spot VMs, your cluster must have two spot VM vCPUs for every compute node.

20 per region

This is an optional component. To use spot VMs, you must increase the Azure default limit to at least twice the number of compute nodes in your cluster.

Note

Using spot VMs for control plane nodes is not recommended.

Additional resources

6.2.2. Configuring a public DNS zone in Azure

To install OpenShift Container Platform, the Microsoft Azure account you use must have a dedicated public hosted DNS zone in your account. This zone must be authoritative for the domain. This service provides cluster DNS resolution and name lookup for external connections to the cluster.

Procedure

  1. Identify your domain, or subdomain, and registrar. You can transfer an existing domain and registrar or obtain a new one through Azure or another source.

    Note

    For more information about purchasing domains through Azure, see Buy a custom domain name for Azure App Service in the Azure documentation.

  2. If you are using an existing domain and registrar, migrate its DNS to Azure. See Migrate an active DNS name to Azure App Service in the Azure documentation.
  3. Configure DNS for your domain. Follow the steps in the Tutorial: Host your domain in Azure DNS in the Azure documentation to create a public hosted zone for your domain or subdomain, extract the new authoritative name servers, and update the registrar records for the name servers that your domain uses.

    Use an appropriate root domain, such as openshiftcorp.com, or subdomain, such as clusters.openshiftcorp.com.

  4. If you use a subdomain, follow your company’s procedures to add its delegation records to the parent domain.

6.2.3. Increasing Azure account limits

To increase an account limit, file a support request on the Azure portal.

Note

You can increase only one type of quota per support request.

Procedure

  1. From the Azure portal, click Help + support in the lower left corner.
  2. Click New support request and then select the required values:

    1. From the Issue type list, select Service and subscription limits (quotas).
    2. From the Subscription list, select the subscription to modify.
    3. From the Quota type list, select the quota to increase. For example, select Compute-VM (cores-vCPUs) subscription limit increases to increase the number of vCPUs, which is required to install a cluster.
    4. Click Next: Solutions.
  3. On the Problem Details page, provide the required information for your quota increase:

    1. Click Provide details and provide the required details in the Quota details window.
    2. In the SUPPORT METHOD and CONTACT INFO sections, provide the issue severity and your contact details.
  4. Click Next: Review + create and then click Create.

6.2.4. Required Azure roles

OpenShift Container Platform needs a service principal so it can manage Microsoft Azure resources. Before you can create a service principal, review the following information:

Your Azure account subscription must have the following roles:

  • User Access Administrator
  • Contributor

Your Azure Active Directory (AD) must have the following permission:

  • "microsoft.directory/servicePrincipals/createAsOwner"

To set roles on the Azure portal, see the Manage access to Azure resources using RBAC and the Azure portal in the Azure documentation.

6.2.5. Creating a service principal

Because OpenShift Container Platform and its installation program create Microsoft Azure resources by using the Azure Resource Manager, you must create a service principal to represent it.

Prerequisites

  • Install or update the Azure CLI.
  • Your Azure account has the required roles for the subscription that you use.

Procedure

  1. Log in to the Azure CLI:

    $ az login
  2. If your Azure account uses subscriptions, ensure that you are using the right subscription:

    1. View the list of available accounts and record the tenantId value for the subscription you want to use for your cluster:

      $ az account list --refresh

      Example output

      [
        {
          "cloudName": "AzureCloud",
          "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
          "isDefault": true,
          "name": "Subscription Name",
          "state": "Enabled",
          "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee",
          "user": {
            "name": "you@example.com",
            "type": "user"
          }
        }
      ]

    2. View your active account details and confirm that the tenantId value matches the subscription you want to use:

      $ az account show

      Example output

      {
        "environmentName": "AzureCloud",
        "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee", 1
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

      1
      Ensure that the value of the tenantId parameter is the correct subscription ID.
    3. If you are not using the right subscription, change the active subscription:

      $ az account set -s <subscription_id> 1
      1
      Specify the subscription ID.
    4. Verify the subscription ID update:

      $ az account show

      Example output

      {
        "environmentName": "AzureCloud",
        "id": "33212d16-bdf6-45cb-b038-f6565b61edda",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee",
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

  3. Record the tenantId and id parameter values from the output. You need these values during the OpenShift Container Platform installation.
  4. Create the service principal for your account:

    $ az ad sp create-for-rbac --role Contributor --name <service_principal> \ 1
      --scopes /subscriptions/<subscription_id> 2
      --years <years> 3
    1
    Specify the service principal name.
    2
    Specify the subscription ID.
    3
    Specify the number of years. By default, a service principal expires in one year. By using the --years option you can extend the validity of your service principal.

    Example output

    Creating 'Contributor' role assignment under scope '/subscriptions/<subscription_id>'
    The output includes credentials that you must protect. Be sure that you do not
    include these credentials in your code or check the credentials into your source
    control. For more information, see https://aka.ms/azadsp-cli
    {
      "appId": "ac461d78-bf4b-4387-ad16-7e32e328aec6",
      "displayName": <service_principal>",
      "password": "00000000-0000-0000-0000-000000000000",
      "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee"
    }

  5. Record the values of the appId and password parameters from the previous output. You need these values during OpenShift Container Platform installation.
  6. Assign the User Access Administrator role by running the following command:

    $ az role assignment create --role "User Access Administrator" \
      --assignee-object-id $(az ad sp show --id <appId> --query id -o tsv) 1
    1
    Specify the appId parameter value for your service principal.

Additional resources

6.2.6. Supported Azure Marketplace regions

Installing a cluster by using the Azure Marketplace image is available to customers who purchase the offer in North America and EMEA.

While the offer must be purchased in North America or EMEA, you can deploy the cluster to any of the Azure public partitions that OpenShift Container Platform supports.

Note

Deploying a cluster by using the Azure Marketplace image is not supported for the Azure Government regions.

6.2.7. Supported Azure regions

The installation program dynamically generates the list of available Microsoft Azure regions based on your subscription.

Supported Azure public regions
  • australiacentral (Australia Central)
  • australiaeast (Australia East)
  • australiasoutheast (Australia South East)
  • brazilsouth (Brazil South)
  • canadacentral (Canada Central)
  • canadaeast (Canada East)
  • centralindia (Central India)
  • centralus (Central US)
  • eastasia (East Asia)
  • eastus (East US)
  • eastus2 (East US 2)
  • francecentral (France Central)
  • germanywestcentral (Germany West Central)
  • japaneast (Japan East)
  • japanwest (Japan West)
  • koreacentral (Korea Central)
  • koreasouth (Korea South)
  • northcentralus (North Central US)
  • northeurope (North Europe)
  • norwayeast (Norway East)
  • qatarcentral (Qatar Central)
  • southafricanorth (South Africa North)
  • southcentralus (South Central US)
  • southeastasia (Southeast Asia)
  • southindia (South India)
  • swedencentral (Sweden Central)
  • switzerlandnorth (Switzerland North)
  • uaenorth (UAE North)
  • uksouth (UK South)
  • ukwest (UK West)
  • westcentralus (West Central US)
  • westeurope (West Europe)
  • westindia (West India)
  • westus (West US)
  • westus2 (West US 2)
  • westus3 (West US 3)
Supported Azure Government regions

Support for the following Microsoft Azure Government (MAG) regions was added in OpenShift Container Platform version 4.6:

  • usgovtexas (US Gov Texas)
  • usgovvirginia (US Gov Virginia)

You can reference all available MAG regions in the Azure documentation. Other provided MAG regions are expected to work with OpenShift Container Platform, but have not been tested.

6.2.8. Next steps

6.3. Manually creating IAM for Azure

In environments where the cloud identity and access management (IAM) APIs are not reachable, or the administrator prefers not to store an administrator-level credential secret in the cluster kube-system namespace, you can put the Cloud Credential Operator (CCO) into manual mode before you install the cluster.

6.3.1. Alternatives to storing administrator-level secrets in the kube-system project

The Cloud Credential Operator (CCO) manages cloud provider credentials as Kubernetes custom resource definitions (CRDs). You can configure the CCO to suit the security requirements of your organization by setting different values for the credentialsMode parameter in the install-config.yaml file.

If you prefer not to store an administrator-level credential secret in the cluster kube-system project, you can set the credentialsMode parameter for the CCO to Manual when installing OpenShift Container Platform and manage your cloud credentials manually.

Using manual mode allows each cluster component to have only the permissions it requires, without storing an administrator-level credential in the cluster. You can also use this mode if your environment does not have connectivity to the cloud provider public IAM endpoint. However, you must manually reconcile permissions with new release images for every upgrade. You must also manually supply credentials for every component that requests them.

Additional resources

6.3.2. Manually create IAM

The Cloud Credential Operator (CCO) can be put into manual mode prior to installation in environments where the cloud identity and access management (IAM) APIs are not reachable, or the administrator prefers not to store an administrator-level credential secret in the cluster kube-system namespace.

Procedure

  1. Change to the directory that contains the installation program and create the install-config.yaml file by running the following command:

    $ openshift-install create install-config --dir <installation_directory>

    where <installation_directory> is the directory in which the installation program creates files.

  2. Edit the install-config.yaml configuration file so that it contains the credentialsMode parameter set to Manual.

    Example install-config.yaml configuration file

    apiVersion: v1
    baseDomain: cluster1.example.com
    credentialsMode: Manual 1
    compute:
    - architecture: amd64
      hyperthreading: Enabled
    ...

    1
    This line is added to set the credentialsMode parameter to Manual.
  3. Generate the manifests by running the following command from the directory that contains the installation program:

    $ openshift-install create manifests --dir <installation_directory>

    where <installation_directory> is the directory in which the installation program creates files.

  4. From the directory that contains the installation program, obtain details of the OpenShift Container Platform release image that your openshift-install binary is built to use by running the following command:

    $ openshift-install version

    Example output

    release image quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64

  5. Locate all CredentialsRequest objects in this release image that target the cloud you are deploying on by running the following command:

    $ oc adm release extract quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64 \
      --credentials-requests \
      --cloud=azure

    This command creates a YAML file for each CredentialsRequest object.

    Sample CredentialsRequest object

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AzureProviderSpec
        roleBindings:
        - role: Contributor
      ...

  6. Create YAML files for secrets in the openshift-install manifests directory that you generated previously. The secrets must be stored using the namespace and secret name defined in the spec.secretRef for each CredentialsRequest object.

    Sample CredentialsRequest object with secrets

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AzureProviderSpec
        roleBindings:
        - role: Contributor
          ...
      secretRef:
        name: <component-secret>
        namespace: <component-namespace>
      ...

    Sample Secret object

    apiVersion: v1
    kind: Secret
    metadata:
      name: <component-secret>
      namespace: <component-namespace>
    data:
      azure_subscription_id: <base64_encoded_azure_subscription_id>
      azure_client_id: <base64_encoded_azure_client_id>
      azure_client_secret: <base64_encoded_azure_client_secret>
      azure_tenant_id: <base64_encoded_azure_tenant_id>
      azure_resource_prefix: <base64_encoded_azure_resource_prefix>
      azure_resourcegroup: <base64_encoded_azure_resourcegroup>
      azure_region: <base64_encoded_azure_region>

    Important

    The release image includes CredentialsRequest objects for Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set. You can identify these objects by their use of the release.openshift.io/feature-gate: TechPreviewNoUpgrade annotation.

    • If you are not using any of these features, do not create secrets for these objects. Creating secrets for Technology Preview features that you are not using can cause the installation to fail.
    • If you are using any of these features, you must create secrets for the corresponding objects.
    • To find CredentialsRequest objects with the TechPreviewNoUpgrade annotation, run the following command:

      $ grep "release.openshift.io/feature-gate" *

      Example output

      0000_30_capi-operator_00_credentials-request.yaml:  release.openshift.io/feature-gate: TechPreviewNoUpgrade

  7. From the directory that contains the installation program, proceed with your cluster creation:

    $ openshift-install create cluster --dir <installation_directory>
    Important

    Before upgrading a cluster that uses manually maintained credentials, you must ensure that the CCO is in an upgradeable state.

6.3.3. Next steps

6.4. Installing a cluster quickly on Azure

In OpenShift Container Platform version 4.10, you can install a cluster on Microsoft Azure that uses the default configuration options.

6.4.1. Prerequisites

6.4.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

6.4.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

6.4.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

6.4.5. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the directory name to store the files that the installation program creates.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Important

    Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    Provide values at the prompts:

    1. Optional: Select an SSH key to use to access your cluster machines.

      Note

      For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

    2. Select azure as the platform to target.
    3. If the installation program cannot locate the osServicePrincipal.json configuration file, which contains Microsoft Azure profile information, in the ~/.azure/ directory on your computer, the installer prompts you to specify the following Azure parameter values for your subscription and service principal.

      • azure subscription id: The subscription ID to use for the cluster. Specify the id value in your account output.
      • azure tenant id: The tenant ID. Specify the tenantId value in your account output.
      • azure service principal client id: The value of the appId parameter for the service principal.
      • azure service principal client secret: The value of the password parameter for the service principal.

        Important

        After you enter values for the previously listed parameters, the installation program creates a osServicePrincipal.json configuration file and stores this file in the ~/.azure/ directory on your computer. These actions ensure that the installation program can load the profile when it is creating an OpenShift Container Platform cluster on the target platform.

    4. Select the region to deploy the cluster to.
    5. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.
    6. Enter a descriptive name for your cluster.

      Important

      All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

    7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

6.4.6. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

6.4.7. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

6.4.8. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

6.4.9. Next steps

6.5. Installing a cluster on Azure with customizations

In OpenShift Container Platform version 4.10, you can install a customized cluster on infrastructure that the installation program provisions on Microsoft Azure. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

6.5.1. Prerequisites

6.5.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

6.5.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

6.5.4. Selecting an Azure Marketplace image

If you are deploying an OpenShift Container Platform cluster using the Azure Marketplace offering, you must first obtain the Azure Marketplace image. The installation program uses this image to deploy worker nodes. When obtaining your image, consider the following:

  • While the images are the same, the Azure Marketplace publisher is different depending on your region. If you are located in North America, specify redhat as the publisher. If you are located in EMEA, specify redhat-limited as the publisher.
  • The offer includes a rh-ocp-worker SKU and a rh-ocp-worker-gen1 SKU. The rh-ocp-worker SKU represents a Hyper-V generation version 2 VM image. The default instance types used in OpenShift Container Platform are version 2 compatible. If you are going to use an instance type that is only version 1 compatible, use the image associated with the rh-ocp-worker-gen1 SKU. The rh-ocp-worker-gen1 SKU represents a Hyper-V version 1 VM image.

Prerequisites

  • You have installed the Azure CLI client (az).
  • Your Azure account is entitled for the offer and you have logged into this account with the Azure CLI client.

Procedure

  1. Display all of the available OpenShift Container Platform images by running one of the following commands:

    • North America:

      $  az vm image list --all --offer rh-ocp-worker --publisher redhat -o table

      Example output

      Offer          Publisher       Sku                 Urn                                                             Version
      -------------  --------------  ------------------  --------------------------------------------------------------  --------------
      rh-ocp-worker  RedHat          rh-ocp-worker       RedHat:rh-ocp-worker:rh-ocpworker:4.8.2021122100               4.8.2021122100
      rh-ocp-worker  RedHat          rh-ocp-worker-gen1  RedHat:rh-ocp-worker:rh-ocp-worker-gen1:4.8.2021122100         4.8.2021122100

    • EMEA:

      $  az vm image list --all --offer rh-ocp-worker --publisher redhat-limited -o table

      Example output

      Offer          Publisher       Sku                 Urn                                                             Version
      -------------  --------------  ------------------  --------------------------------------------------------------  --------------
      rh-ocp-worker  redhat-limited  rh-ocp-worker       redhat-limited:rh-ocp-worker:rh-ocp-worker:4.8.2021122100       4.8.2021122100
      rh-ocp-worker  redhat-limited  rh-ocp-worker-gen1  redhat-limited:rh-ocp-worker:rh-ocp-worker-gen1:4.8.2021122100  4.8.2021122100

    Note

    Regardless of the version of OpenShift Container Platform you are installing, the correct version of the Azure Marketplace image to use is 4.8.x. If required, as part of the installation process, your VMs are automatically upgraded.

  2. Inspect the image for your offer by running one of the following commands:

    • North America:

      $ az vm image show --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>
    • EMEA:

      $ az vm image show --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>
  3. Review the terms of the offer by running one of the following commands:

    • North America:

      $ az vm image terms show --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>
    • EMEA:

      $ az vm image terms show --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>
  4. Accept the terms of the offering by running one of the following commands:

    • North America:

      $ az vm image terms accept --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>
    • EMEA:

      $ az vm image terms accept --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>
  5. Record the image details of your offer. You must update the 99_openshift-cluster-api_worker-machineset-[0-2].yaml files in the section titled "Updating Manifests for Marketplace Installation" before completing the installation.

6.5.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

6.5.6. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Microsoft Azure.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select azure as the platform to target.
      3. If you do not have a Microsoft Azure profile stored on your computer, specify the following Azure parameter values for your subscription and service principal:

        • azure subscription id: The subscription ID to use for the cluster. Specify the id value in your account output.
        • azure tenant id: The tenant ID. Specify the tenantId value in your account output.
        • azure service principal client id: The value of the appId parameter for the service principal.
        • azure service principal client secret: The value of the password parameter for the service principal.
      4. Select the region to deploy the cluster to.
      5. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.
      6. Enter a descriptive name for your cluster.

        Important

        All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

6.5.6.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

6.5.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 6.1. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
6.5.6.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 6.2. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

6.5.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 6.3. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
6.5.6.1.4. Additional Azure configuration parameters

Additional Azure configuration parameters are described in the following table.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

Table 6.4. Additional Azure parameters
ParameterDescriptionValues

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS, premium_LRS, or standardSSD_LRS. The default is premium_LRS.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.region

The name of the Azure region that hosts your cluster.

Any valid region name, such as centralus.

platform.azure.zone

List of availability zones to place machines in. For high availability, specify at least two zones.

List of zones, for example ["1", "2", "3"].

platform.azure.networkResourceGroupName

The name of the resource group that contains the existing VNet that you want to deploy your cluster to. This name cannot be the same as the platform.azure.baseDomainResourceGroupName.

String.

platform.azure.virtualNetwork

The name of the existing VNet that you want to deploy your cluster to.

String.

platform.azure.controlPlaneSubnet

The name of the existing subnet in your VNet that you want to deploy your control plane machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.computeSubnet

The name of the existing subnet in your VNet that you want to deploy your compute machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints. If empty, the default value AzurePublicCloud is used.

Any valid cloud environment, such as AzurePublicCloud or AzureUSGovernmentCloud.

Note

You cannot customize Azure Availability Zones or Use tags to organize your Azure resources with an Azure cluster.

6.5.6.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 6.5. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines with premiumIO set to true. The machines must also have the hyperVGeneration property contain V1.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

6.5.6.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 6.1. Machine types

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
6.5.6.4. Sample customized install-config.yaml file for Azure

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2
  hyperthreading: Enabled 3 4
  name: master
  platform:
    azure:
      osDisk:
        diskSizeGB: 1024 5
        diskType: Premium_LRS
      type: Standard_D8s_v3
  replicas: 3
compute: 6
- hyperthreading: Enabled 7
  name: worker
  platform:
    azure:
      type: Standard_D2s_v3
      osDisk:
        diskSizeGB: 512 8
        diskType: Standard_LRS
      zones: 9
      - "1"
      - "2"
      - "3"
  replicas: 5
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    baseDomainResourceGroupName: resource_group 11
    region: centralus 12
    resourceGroupName: existing_resource_group 13
    outboundType: Loadbalancer
    cloudName: AzurePublicCloud
pullSecret: '{"auths": ...}' 14
fips: false 15
sshKey: ssh-ed25519 AAAA... 16
1 10 12 14
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger virtual machine types, such as Standard_D8s_v3, for your machines if you disable simultaneous multithreading.

5 8
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
9
Specify a list of zones to deploy your machines to. For high availability, specify at least two zones.
11
Specify the name of the resource group that contains the DNS zone for your base domain.
13
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
15
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

16
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

6.5.6.5. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

6.5.7. Enabling Accelerated Networking during installation

You can enable Accelerated Networking on Microsoft Azure by adding acceleratedNetworking to your machine set YAML file before you install the cluster.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    <installation_directory> specifies the name of the directory that contains the install-config.yaml file for your cluster.

    Example output

    INFO Credentials loaded from the "myprofile" profile in file "/home/myuser/.azure/credentials"
    INFO Consuming Install Config from target directory
    INFO Manifests created in: installation_directory/manifests and installation_directory/openshift

  2. Change to the openshift directory within the directory that contains the installation program. The openshift directory contains the Kubernetes manifest files that define the worker machines. These are the three default machine set files for an Azure cluster:

    Machine set files in openshift directory listing

    99_openshift-cluster-api_worker-machineset-0.yaml
    99_openshift-cluster-api_worker-machineset-1.yaml
    99_openshift-cluster-api_worker-machineset-2.yaml

  3. Add the following to the providerSpec field in each machine set file:

    providerSpec:
      value:
        ...
        acceleratedNetworking: true 1
        ...
        vmSize: <azure-vm-size> 2
        ...
    1
    This line enables Accelerated Networking.
    2
    Specify an Azure VM size that includes at least four vCPUs. For information about VM sizes, see Microsoft Azure documentation.

Additional resources

6.5.8. Updating manifests for Marketplace installation

If you selected a Marketplace image for installation, you must create and modify the manifests to use the Marketplace image.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.

Procedure

  1. Change to the directory that contains the installation program and create the manifests by running the following command:

    $ openshift-install create manifests --dir <installation_dir>
  2. Edit the .spec.template.spec.providerSpec.value.image property of the compute machine set definitions, replacing the offer, publisher, sku, and version values with the details gathered in the section titled "Selecting an Azure Marketplace image". These are the three files that must be updated:

    • <installation_dir>/openshift/99_openshift-cluster-api_worker-machineset-0.yaml
    • <installation_dir>/openshift/99_openshift-cluster-api_worker-machineset-1.yaml
    • <installation_dir>/openshift/99_openshift-cluster-api_worker-machineset-2.yaml
  3. In each file, replace the value of the .spec.template.spec.providerSpec.value.image.resourceID property with an empty value ("").
  4. In each file, set the type property to MarketplaceWithPlan.
  5. Using the first machine set file as an example, the .spec.template.spec.providerSpec.value.image section must look like the following example:

    image:
      offer: rh-ocp-worker
      publisher: redhat
      resourceID: ""
      sku: rh-ocp-worker
      version: 4.8.2021122100
      type: MarketplaceWithPlan

6.5.9. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

6.5.10. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

6.5.11. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

6.5.12. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

6.5.13. Next steps

6.6. Installing a cluster on Azure with network customizations

In OpenShift Container Platform version 4.10, you can install a cluster with a customized network configuration on infrastructure that the installation program provisions on Microsoft Azure. By customizing your network configuration, your cluster can coexist with existing IP address allocations in your environment and integrate with existing MTU and VXLAN configurations.

You must set most of the network configuration parameters during installation, and you can modify only kubeProxy configuration parameters in a running cluster.

6.6.1. Prerequisites

6.6.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

6.6.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

6.6.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

6.6.5. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Microsoft Azure.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select azure as the platform to target.
      3. If you do not have a Microsoft Azure profile stored on your computer, specify the following Azure parameter values for your subscription and service principal:

        • azure subscription id: The subscription ID to use for the cluster. Specify the id value in your account output.
        • azure tenant id: The tenant ID. Specify the tenantId value in your account output.
        • azure service principal client id: The value of the appId parameter for the service principal.
        • azure service principal client secret: The value of the password parameter for the service principal.
      4. Select the region to deploy the cluster to.
      5. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.
      6. Enter a descriptive name for your cluster.

        Important

        All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

6.6.5.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

6.6.5.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 6.6. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
6.6.5.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 6.7. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

6.6.5.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 6.8. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
6.6.5.1.4. Additional Azure configuration parameters

Additional Azure configuration parameters are described in the following table.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

Table 6.9. Additional Azure parameters
ParameterDescriptionValues

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS, premium_LRS, or standardSSD_LRS. The default is premium_LRS.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.region

The name of the Azure region that hosts your cluster.

Any valid region name, such as centralus.

platform.azure.zone

List of availability zones to place machines in. For high availability, specify at least two zones.

List of zones, for example ["1", "2", "3"].

platform.azure.networkResourceGroupName

The name of the resource group that contains the existing VNet that you want to deploy your cluster to. This name cannot be the same as the platform.azure.baseDomainResourceGroupName.

String.

platform.azure.virtualNetwork

The name of the existing VNet that you want to deploy your cluster to.

String.

platform.azure.controlPlaneSubnet

The name of the existing subnet in your VNet that you want to deploy your control plane machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.computeSubnet

The name of the existing subnet in your VNet that you want to deploy your compute machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints. If empty, the default value AzurePublicCloud is used.

Any valid cloud environment, such as AzurePublicCloud or AzureUSGovernmentCloud.

Note

You cannot customize Azure Availability Zones or Use tags to organize your Azure resources with an Azure cluster.

6.6.5.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 6.10. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines with premiumIO set to true. The machines must also have the hyperVGeneration property contain V1.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

6.6.5.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 6.2. Machine types

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
6.6.5.4. Sample customized install-config.yaml file for Azure

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2
  hyperthreading: Enabled 3 4
  name: master
  platform:
    azure:
      osDisk:
        diskSizeGB: 1024 5
        diskType: Premium_LRS
      type: Standard_D8s_v3
  replicas: 3
compute: 6
- hyperthreading: Enabled 7
  name: worker
  platform:
    azure:
      type: Standard_D2s_v3
      osDisk:
        diskSizeGB: 512 8
        diskType: Standard_LRS
      zones: 9
      - "1"
      - "2"
      - "3"
  replicas: 5
metadata:
  name: test-cluster 10
networking: 11
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    baseDomainResourceGroupName: resource_group 12
    region: centralus 13
    resourceGroupName: existing_resource_group 14
    outboundType: Loadbalancer
    cloudName: AzurePublicCloud
pullSecret: '{"auths": ...}' 15
fips: false 16
sshKey: ssh-ed25519 AAAA... 17
1 10 13 15
Required. The installation program prompts you for this value.
2 6 11
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger virtual machine types, such as Standard_D8s_v3, for your machines if you disable simultaneous multithreading.

5 8
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
9
Specify a list of zones to deploy your machines to. For high availability, specify at least two zones.
12
Specify the name of the resource group that contains the DNS zone for your base domain.
14
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
16
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

17
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

6.6.5.5. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

6.6.6. Network configuration phases

There are two phases prior to OpenShift Container Platform installation where you can customize the network configuration.

Phase 1

You can customize the following network-related fields in the install-config.yaml file before you create the manifest files:

  • networking.networkType
  • networking.clusterNetwork
  • networking.serviceNetwork
  • networking.machineNetwork

    For more information on these fields, refer to Installation configuration parameters.

    Note

    Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

    Important

    The CIDR range 172.17.0.0/16 is reserved by libVirt. You cannot use this range or any range that overlaps with this range for any networks in your cluster.

Phase 2
After creating the manifest files by running openshift-install create manifests, you can define a customized Cluster Network Operator manifest with only the fields you want to modify. You can use the manifest to specify advanced network configuration.

You cannot override the values specified in phase 1 in the install-config.yaml file during phase 2. However, you can further customize the cluster network provider during phase 2.

6.6.7. Specifying advanced network configuration

You can use advanced network configuration for your cluster network provider to integrate your cluster into your existing network environment. You can specify advanced network configuration only before you install the cluster.

Important

Customizing your network configuration by modifying the OpenShift Container Platform manifest files created by the installation program is not supported. Applying a manifest file that you create, as in the following procedure, is supported.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    <installation_directory> specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
  3. Specify the advanced network configuration for your cluster in the cluster-network-03-config.yml file, such as in the following examples:

    Specify a different VXLAN port for the OpenShift SDN network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        openshiftSDNConfig:
          vxlanPort: 4800

    Enable IPsec for the OVN-Kubernetes network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          ipsecConfig: {}

  4. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program consumes the manifests/ directory when you create the Ignition config files.

6.6.8. Cluster Network Operator configuration

The configuration for the cluster network is specified as part of the Cluster Network Operator (CNO) configuration and stored in a custom resource (CR) object that is named cluster. The CR specifies the fields for the Network API in the operator.openshift.io API group.

The CNO configuration inherits the following fields during cluster installation from the Network API in the Network.config.openshift.io API group and these fields cannot be changed:

clusterNetwork
IP address pools from which pod IP addresses are allocated.
serviceNetwork
IP address pool for services.
defaultNetwork.type
Cluster network provider, such as OpenShift SDN or OVN-Kubernetes.

You can specify the cluster network provider configuration for your cluster by setting the fields for the defaultNetwork object in the CNO object named cluster.

6.6.8.1. Cluster Network Operator configuration object

The fields for the Cluster Network Operator (CNO) are described in the following table:

Table 6.11. Cluster Network Operator configuration object
FieldTypeDescription

metadata.name

string

The name of the CNO object. This name is always cluster.

spec.clusterNetwork

array

A list specifying the blocks of IP addresses from which pod IP addresses are allocated and the subnet prefix length assigned to each individual node in the cluster. For example:

spec:
  clusterNetwork:
  - cidr: 10.128.0.0/19
    hostPrefix: 23
  - cidr: 10.128.32.0/19
    hostPrefix: 23

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.serviceNetwork

array

A block of IP addresses for services. The OpenShift SDN and OVN-Kubernetes Container Network Interface (CNI) network providers support only a single IP address block for the service network. For example:

spec:
  serviceNetwork:
  - 172.30.0.0/14

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.defaultNetwork

object

Configures the Container Network Interface (CNI) cluster network provider for the cluster network.

spec.kubeProxyConfig

object

The fields for this object specify the kube-proxy configuration. If you are using the OVN-Kubernetes cluster network provider, the kube-proxy configuration has no effect.

defaultNetwork object configuration

The values for the defaultNetwork object are defined in the following table:

Table 6.12. defaultNetwork object
FieldTypeDescription

type

string

Either OpenShiftSDN or OVNKubernetes. The cluster network provider is selected during installation. This value cannot be changed after cluster installation.

Note

OpenShift Container Platform uses the OpenShift SDN Container Network Interface (CNI) cluster network provider by default.

openshiftSDNConfig

object

This object is only valid for the OpenShift SDN cluster network provider.

ovnKubernetesConfig

object

This object is only valid for the OVN-Kubernetes cluster network provider.

Configuration for the OpenShift SDN CNI cluster network provider

The following table describes the configuration fields for the OpenShift SDN Container Network Interface (CNI) cluster network provider.

Table 6.13. openshiftSDNConfig object
FieldTypeDescription

mode

string

Configures the network isolation mode for OpenShift SDN. The default value is NetworkPolicy.

The values Multitenant and Subnet are available for backwards compatibility with OpenShift Container Platform 3.x but are not recommended. This value cannot be changed after cluster installation.

mtu

integer

The maximum transmission unit (MTU) for the VXLAN overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 50 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1450.

This value cannot be changed after cluster installation.

vxlanPort

integer

The port to use for all VXLAN packets. The default value is 4789. This value cannot be changed after cluster installation.

If you are running in a virtualized environment with existing nodes that are part of another VXLAN network, then you might be required to change this. For example, when running an OpenShift SDN overlay on top of VMware NSX-T, you must select an alternate port for the VXLAN, because both SDNs use the same default VXLAN port number.

On Amazon Web Services (AWS), you can select an alternate port for the VXLAN between port 9000 and port 9999.

Example OpenShift SDN configuration

defaultNetwork:
  type: OpenShiftSDN
  openshiftSDNConfig:
    mode: NetworkPolicy
    mtu: 1450
    vxlanPort: 4789

Configuration for the OVN-Kubernetes CNI cluster network provider

The following table describes the configuration fields for the OVN-Kubernetes CNI cluster network provider.

Table 6.14. ovnKubernetesConfig object
FieldTypeDescription

mtu

integer

The maximum transmission unit (MTU) for the Geneve (Generic Network Virtualization Encapsulation) overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 100 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1400.

genevePort

integer

The port to use for all Geneve packets. The default value is 6081. This value cannot be changed after cluster installation.

ipsecConfig

object

Specify an empty object to enable IPsec encryption. This value cannot be changed after cluster installation.

policyAuditConfig

object

Specify a configuration object for customizing network policy audit logging. If unset, the defaults audit log settings are used.

gatewayConfig

object

Optional: Specify a configuration object for customizing how egress traffic is sent to the node gateway.

Note
While migrating egress traffic, you can expect some disruption to workloads and service traffic until the Cluster Network Operator (CNO) successfully rolls out the changes.
Table 6.15. policyAuditConfig object
FieldTypeDescription

rateLimit

integer

The maximum number of messages to generate every second per node. The default value is 20 messages per second.

maxFileSize

integer

The maximum size for the audit log in bytes. The default value is 50000000 or 50 MB.

destination

string

One of the following additional audit log targets:

libc
The libc syslog() function of the journald process on the host.
udp:<host>:<port>
A syslog server. Replace <host>:<port> with the host and port of the syslog server.
unix:<file>
A Unix Domain Socket file specified by <file>.
null
Do not send the audit logs to any additional target.

syslogFacility

string

The syslog facility, such as kern, as defined by RFC5424. The default value is local0.

Table 6.16. gatewayConfig object
FieldTypeDescription

routingViaHost

boolean

Set this field to true to send egress traffic from pods to the host networking stack. For highly-specialized installations and applications that rely on manually configured routes in the kernel routing table, you might want to route egress traffic to the host networking stack. By default, egress traffic is processed in OVN to exit the cluster and is not affected by specialized routes in the kernel routing table. The default value is false.

This field has an interaction with the Open vSwitch hardware offloading feature. If you set this field to true, you do not receive the performance benefits of the offloading because egress traffic is processed by the host networking stack.

Example OVN-Kubernetes configuration with IPSec enabled

defaultNetwork:
  type: OVNKubernetes
  ovnKubernetesConfig:
    mtu: 1400
    genevePort: 6081
    ipsecConfig: {}

kubeProxyConfig object configuration

The values for the kubeProxyConfig object are defined in the following table:

Table 6.17. kubeProxyConfig object
FieldTypeDescription

iptablesSyncPeriod

string

The refresh period for iptables rules. The default value is 30s. Valid suffixes include s, m, and h and are described in the Go time package documentation.

Note

Because of performance improvements introduced in OpenShift Container Platform 4.3 and greater, adjusting the iptablesSyncPeriod parameter is no longer necessary.

proxyArguments.iptables-min-sync-period

array

The minimum duration before refreshing iptables rules. This field ensures that the refresh does not happen too frequently. Valid suffixes include s, m, and h and are described in the Go time package. The default value is:

kubeProxyConfig:
  proxyArguments:
    iptables-min-sync-period:
    - 0s

6.6.9. Configuring hybrid networking with OVN-Kubernetes

You can configure your cluster to use hybrid networking with OVN-Kubernetes. This allows a hybrid cluster that supports different node networking configurations. For example, this is necessary to run both Linux and Windows nodes in a cluster.

Important

You must configure hybrid networking with OVN-Kubernetes during the installation of your cluster. You cannot switch to hybrid networking after the installation process.

Prerequisites

  • You defined OVNKubernetes for the networking.networkType parameter in the install-config.yaml file. See the installation documentation for configuring OpenShift Container Platform network customizations on your chosen cloud provider for more information.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory>

    where:

    <installation_directory>
    Specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    $ cat <<EOF > <installation_directory>/manifests/cluster-network-03-config.yml
    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
    EOF

    where:

    <installation_directory>
    Specifies the directory name that contains the manifests/ directory for your cluster.
  3. Open the cluster-network-03-config.yml file in an editor and configure OVN-Kubernetes with hybrid networking, such as in the following example:

    Specify a hybrid networking configuration

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          hybridOverlayConfig:
            hybridClusterNetwork: 1
            - cidr: 10.132.0.0/14
              hostPrefix: 23
            hybridOverlayVXLANPort: 9898 2

    1
    Specify the CIDR configuration used for nodes on the additional overlay network. The hybridClusterNetwork CIDR cannot overlap with the clusterNetwork CIDR.
    2
    Specify a custom VXLAN port for the additional overlay network. This is required for running Windows nodes in a cluster installed on vSphere, and must not be configured for any other cloud provider. The custom port can be any open port excluding the default 4789 port. For more information on this requirement, see the Microsoft documentation on Pod-to-pod connectivity between hosts is broken.
    Note

    Windows Server Long-Term Servicing Channel (LTSC): Windows Server 2019 is not supported on clusters with a custom hybridOverlayVXLANPort value because this Windows server version does not support selecting a custom VXLAN port.

  4. Save the cluster-network-03-config.yml file and quit the text editor.
  5. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program deletes the manifests/ directory when creating the cluster.
Note

For more information on using Linux and Windows nodes in the same cluster, see Understanding Windows container workloads.

6.6.10. Enabling Accelerated Networking during installation

You can enable Accelerated Networking on Microsoft Azure by adding acceleratedNetworking to your machine set YAML file before you install the cluster.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.
  • You have created the manifests for your cluster.

Procedure

  1. Change to the openshift directory within the directory that contains the installation program. The openshift directory contains the Kubernetes manifest files that define the worker machines. These are the three default machine set files for an Azure cluster:

    Machine set files in openshift directory listing

    99_openshift-cluster-api_worker-machineset-0.yaml
    99_openshift-cluster-api_worker-machineset-1.yaml
    99_openshift-cluster-api_worker-machineset-2.yaml

  2. Add the following to the providerSpec field in each machine set file:

    providerSpec:
      value:
        ...
        acceleratedNetworking: true 1
        ...
        vmSize: <azure-vm-size> 2
        ...
    1
    This line enables Accelerated Networking.
    2
    Specify an Azure VM size that includes at least four vCPUs. For information about VM sizes, see Microsoft Azure documentation.

Additional resources

6.6.11. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

6.6.12. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

6.6.13. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

6.6.14. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

6.6.15. Next steps

6.7. Installing a cluster on Azure into an existing VNet

In OpenShift Container Platform version 4.10, you can install a cluster into an existing Azure Virtual Network (VNet) on Microsoft Azure. The installation program provisions the rest of the required infrastructure, which you can further customize. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

6.7.1. Prerequisites

6.7.2. About reusing a VNet for your OpenShift Container Platform cluster

In OpenShift Container Platform 4.10, you can deploy a cluster into an existing Azure Virtual Network (VNet) in Microsoft Azure. If you do, you must also use existing subnets within the VNet and routing rules.

By deploying OpenShift Container Platform into an existing Azure VNet, you might be able to avoid service limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. This is a good option to use if you cannot obtain the infrastructure creation permissions that are required to create the VNet.

6.7.2.1. Requirements for using your VNet

When you deploy a cluster by using an existing VNet, you must perform additional network configuration before you install the cluster. In installer-provisioned infrastructure clusters, the installer usually creates the following components, but it does not create them when you install into an existing VNet:

  • Subnets
  • Route tables
  • VNets
  • Network Security Groups
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VNet, you must correctly configure it and its subnets for the installation program and the cluster to use. The installation program cannot subdivide network ranges for the cluster to use, set route tables for the subnets, or set VNet options like DHCP, so you must do so before you install the cluster.

The cluster must be able to access the resource group that contains the existing VNet and subnets. While all of the resources that the cluster creates are placed in a separate resource group that it creates, some network resources are used from a separate group. Some cluster Operators must be able to access resources in both resource groups. For example, the Machine API controller attaches NICS for the virtual machines that it creates to subnets from the networking resource group.

Your VNet must meet the following characteristics:

  • The VNet’s CIDR block must contain the Networking.MachineCIDR range, which is the IP address pool for cluster machines.
  • The VNet and its subnets must belong to the same resource group, and the subnets must be configured to use Azure-assigned DHCP IP addresses instead of static IP addresses.

You must provide two subnets within your VNet, one for the control plane machines and one for the compute machines. Because Azure distributes machines in different availability zones within the region that you specify, your cluster will have high availability by default.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the specified subnets exist.
  • There are two private subnets, one for the control plane machines and one for the compute machines.
  • The subnet CIDRs belong to the machine CIDR that you specified. Machines are not provisioned in availability zones that you do not provide private subnets for. If required, the installation program creates public load balancers that manage the control plane and worker nodes, and Azure allocates a public IP address to them.
Note

If you destroy a cluster that uses an existing VNet, the VNet is not deleted.

6.7.2.1.1. Network security group requirements

The network security groups for the subnets that host the compute and control plane machines require specific access to ensure that the cluster communication is correct. You must create rules to allow access to the required cluster communication ports.

Important

The network security group rules must be in place before you install the cluster. If you attempt to install a cluster without the required access, the installation program cannot reach the Azure APIs, and installation fails.

Table 6.18. Required ports
PortDescriptionControl planeCompute

80

Allows HTTP traffic

 

x

443

Allows HTTPS traffic

 

x

6443

Allows communication to the control plane machines

x

 

22623

Allows internal communication to the machine config server for provisioning machines

x

 
Important

Currently, there is no supported way to block or restrict the machine config server endpoint. The machine config server must be exposed to the network so that newly-provisioned machines, which have no existing configuration or state, are able to fetch their configuration. In this model, the root of trust is the certificate signing requests (CSR) endpoint, which is where the kubelet sends its certificate signing request for approval to join the cluster. Because of this, machine configs should not be used to distribute sensitive information, such as secrets and certificates.

To ensure that the machine config server endpoints, ports 22623 and 22624, are secured in bare metal scenarios, customers must configure proper network policies.

Because cluster components do not modify the user-provided network security groups, which the Kubernetes controllers update, a pseudo-network security group is created for the Kubernetes controller to modify without impacting the rest of the environment.

6.7.2.2. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resources in your clouds than others. For example, you might be able to create application-specific items, like instances, storage, and load balancers, but not networking-related components such as VNets, subnet, or ingress rules.

The Azure credentials that you use when you create your cluster do not need the networking permissions that are required to make VNets and core networking components within the VNet, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as load balancers, security groups, storage accounts, and nodes.

6.7.2.3. Isolation between clusters

Because the cluster is unable to modify network security groups in an existing subnet, there is no way to isolate clusters from each other on the VNet.

6.7.3. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

6.7.4. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

6.7.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

6.7.6. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Microsoft Azure.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select azure as the platform to target.
      3. If you do not have a Microsoft Azure profile stored on your computer, specify the following Azure parameter values for your subscription and service principal:

        • azure subscription id: The subscription ID to use for the cluster. Specify the id value in your account output.
        • azure tenant id: The tenant ID. Specify the tenantId value in your account output.
        • azure service principal client id: The value of the appId parameter for the service principal.
        • azure service principal client secret: The value of the password parameter for the service principal.
      4. Select the region to deploy the cluster to.
      5. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.
      6. Enter a descriptive name for your cluster.

        Important

        All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

6.7.6.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

6.7.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 6.19. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
6.7.6.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 6.20. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

6.7.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 6.21. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
6.7.6.1.4. Additional Azure configuration parameters

Additional Azure configuration parameters are described in the following table.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

Table 6.22. Additional Azure parameters
ParameterDescriptionValues

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS, premium_LRS, or standardSSD_LRS. The default is premium_LRS.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.region

The name of the Azure region that hosts your cluster.

Any valid region name, such as centralus.

platform.azure.zone

List of availability zones to place machines in. For high availability, specify at least two zones.

List of zones, for example ["1", "2", "3"].

platform.azure.networkResourceGroupName

The name of the resource group that contains the existing VNet that you want to deploy your cluster to. This name cannot be the same as the platform.azure.baseDomainResourceGroupName.

String.

platform.azure.virtualNetwork

The name of the existing VNet that you want to deploy your cluster to.

String.

platform.azure.controlPlaneSubnet

The name of the existing subnet in your VNet that you want to deploy your control plane machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.computeSubnet

The name of the existing subnet in your VNet that you want to deploy your compute machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints. If empty, the default value AzurePublicCloud is used.

Any valid cloud environment, such as AzurePublicCloud or AzureUSGovernmentCloud.

Note

You cannot customize Azure Availability Zones or Use tags to organize your Azure resources with an Azure cluster.

6.7.6.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 6.23. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines with premiumIO set to true. The machines must also have the hyperVGeneration property contain V1.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

6.7.6.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 6.3. Machine types

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
6.7.6.4. Sample customized install-config.yaml file for Azure

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2
  hyperthreading: Enabled 3 4
  name: master
  platform:
    azure:
      osDisk:
        diskSizeGB: 1024 5
        diskType: Premium_LRS
      type: Standard_D8s_v3
  replicas: 3
compute: 6
- hyperthreading: Enabled 7
  name: worker
  platform:
    azure:
      type: Standard_D2s_v3
      osDisk:
        diskSizeGB: 512 8
        diskType: Standard_LRS
      zones: 9
      - "1"
      - "2"
      - "3"
  replicas: 5
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    baseDomainResourceGroupName: resource_group 11
    region: centralus 12
    resourceGroupName: existing_resource_group 13
    networkResourceGroupName: vnet_resource_group 14
    virtualNetwork: vnet 15
    controlPlaneSubnet: control_plane_subnet 16
    computeSubnet: compute_subnet 17
    outboundType: Loadbalancer
    cloudName: AzurePublicCloud
pullSecret: '{"auths": ...}' 18
fips: false 19
sshKey: ssh-ed25519 AAAA... 20
1 10 12 18
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger virtual machine types, such as Standard_D8s_v3, for your machines if you disable simultaneous multithreading.

5 8
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
9
Specify a list of zones to deploy your machines to. For high availability, specify at least two zones.
11
Specify the name of the resource group that contains the DNS zone for your base domain.
13
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
14
If you use an existing VNet, specify the name of the resource group that contains it.
15
If you use an existing VNet, specify its name.
16
If you use an existing VNet, specify the name of the subnet to host the control plane machines.
17
If you use an existing VNet, specify the name of the subnet to host the compute machines.
19
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

20
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

6.7.6.5. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

6.7.7. Enabling Accelerated Networking during installation

You can enable Accelerated Networking on Microsoft Azure by adding acceleratedNetworking to your machine set YAML file before you install the cluster.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.
  • You have created the manifests for your cluster.

Procedure

  1. Change to the openshift directory within the directory that contains the installation program. The openshift directory contains the Kubernetes manifest files that define the worker machines. These are the three default machine set files for an Azure cluster:

    Machine set files in openshift directory listing

    99_openshift-cluster-api_worker-machineset-0.yaml
    99_openshift-cluster-api_worker-machineset-1.yaml
    99_openshift-cluster-api_worker-machineset-2.yaml

  2. Add the following to the providerSpec field in each machine set file:

    providerSpec:
      value:
        ...
        acceleratedNetworking: true 1
        ...
        vmSize: <azure-vm-size> 2
        ...
    1
    This line enables Accelerated Networking.
    2
    Specify an Azure VM size that includes at least four vCPUs. For information about VM sizes, see Microsoft Azure documentation.

Additional resources

6.7.8. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

6.7.9. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

6.7.10. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

6.7.11. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

6.7.12. Next steps

6.8. Installing a private cluster on Azure

In OpenShift Container Platform version 4.10, you can install a private cluster into an existing Azure Virtual Network (VNet) on Microsoft Azure. The installation program provisions the rest of the required infrastructure, which you can further customize. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

6.8.1. Prerequisites

6.8.2. Private clusters

You can deploy a private OpenShift Container Platform cluster that does not expose external endpoints. Private clusters are accessible from only an internal network and are not visible to the internet.

By default, OpenShift Container Platform is provisioned to use publicly-accessible DNS and endpoints. A private cluster sets the DNS, Ingress Controller, and API server to private when you deploy your cluster. This means that the cluster resources are only accessible from your internal network and are not visible to the internet.

Important

If the cluster has any public subnets, load balancer services created by administrators might be publicly accessible. To ensure cluster security, verify that these services are explicitly annotated as private.

To deploy a private cluster, you must:

  • Use existing networking that meets your requirements. Your cluster resources might be shared between other clusters on the network.
  • Deploy from a machine that has access to:

    • The API services for the cloud to which you provision.
    • The hosts on the network that you provision.
    • The internet to obtain installation media.

You can use any machine that meets these access requirements and follows your company’s guidelines. For example, this machine can be a bastion host on your cloud network or a machine that has access to the network through a VPN.

6.8.2.1. Private clusters in Azure

To create a private cluster on Microsoft Azure, you must provide an existing private VNet and subnets to host the cluster. The installation program must also be able to resolve the DNS records that the cluster requires. The installation program configures the Ingress Operator and API server for only internal traffic.

Depending how your network connects to the private VNET, you might need to use a DNS forwarder to resolve the cluster’s private DNS records. The cluster’s machines use 168.63.129.16 internally for DNS resolution. For more information, see What is Azure Private DNS? and What is IP address 168.63.129.16? in the Azure documentation.

The cluster still requires access to internet to access the Azure APIs.

The following items are not required or created when you install a private cluster:

  • A BaseDomainResourceGroup, since the cluster does not create public records
  • Public IP addresses
  • Public DNS records
  • Public endpoints

    The cluster is configured so that the Operators do not create public records for the cluster and all cluster machines are placed in the private subnets that you specify.
6.8.2.1.1. Limitations

Private clusters on Azure are subject to only the limitations that are associated with the use of an existing VNet.

6.8.2.2. User-defined outbound routing

In OpenShift Container Platform, you can choose your own outbound routing for a cluster to connect to the internet. This allows you to skip the creation of public IP addresses and the public load balancer.

You can configure user-defined routing by modifying parameters in the install-config.yaml file before installing your cluster. A pre-existing VNet is required to use outbound routing when installing a cluster; the installation program is not responsible for configuring this.

When configuring a cluster to use user-defined routing, the installation program does not create the following resources:

  • Outbound rules for access to the internet.
  • Public IPs for the public load balancer.
  • Kubernetes Service object to add the cluster machines to the public load balancer for outbound requests.

You must ensure the following items are available before setting user-defined routing:

  • Egress to the internet is possible to pull container images, unless using an OpenShift image registry mirror.
  • The cluster can access Azure APIs.
  • Various allowlist endpoints are configured. You can reference these endpoints in the Configuring your firewall section.

There are several pre-existing networking setups that are supported for internet access using user-defined routing.

Private cluster with network address translation

You can use Azure VNET network address translation (NAT) to provide outbound internet access for the subnets in your cluster. You can reference Create a NAT gateway using Azure CLI in the Azure documentation for configuration instructions.

When using a VNet setup with Azure NAT and user-defined routing configured, you can create a private cluster with no public endpoints.

Private cluster with Azure Firewall

You can use Azure Firewall to provide outbound routing for the VNet used to install the cluster. You can learn more about providing user-defined routing with Azure Firewall in the Azure documentation.

When using a VNet setup with Azure Firewall and user-defined routing configured, you can create a private cluster with no public endpoints.

Private cluster with a proxy configuration

You can use a proxy with user-defined routing to allow egress to the internet. You must ensure that cluster Operators do not access Azure APIs using a proxy; Operators must have access to Azure APIs outside of the proxy.

When using the default route table for subnets, with 0.0.0.0/0 populated automatically by Azure, all Azure API requests are routed over Azure’s internal network even though the IP addresses are public. As long as the Network Security Group rules allow egress to Azure API endpoints, proxies with user-defined routing configured allow you to create private clusters with no public endpoints.

Private cluster with no internet access

You can install a private network that restricts all access to the internet, except the Azure API. This is accomplished by mirroring the release image registry locally. Your cluster must have access to the following:

  • An OpenShift image registry mirror that allows for pulling container images
  • Access to Azure APIs

With these requirements available, you can use user-defined routing to create private clusters with no public endpoints.

6.8.3. About reusing a VNet for your OpenShift Container Platform cluster

In OpenShift Container Platform 4.10, you can deploy a cluster into an existing Azure Virtual Network (VNet) in Microsoft Azure. If you do, you must also use existing subnets within the VNet and routing rules.

By deploying OpenShift Container Platform into an existing Azure VNet, you might be able to avoid service limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. This is a good option to use if you cannot obtain the infrastructure creation permissions that are required to create the VNet.

6.8.3.1. Requirements for using your VNet

When you deploy a cluster by using an existing VNet, you must perform additional network configuration before you install the cluster. In installer-provisioned infrastructure clusters, the installer usually creates the following components, but it does not create them when you install into an existing VNet:

  • Subnets
  • Route tables
  • VNets
  • Network Security Groups
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VNet, you must correctly configure it and its subnets for the installation program and the cluster to use. The installation program cannot subdivide network ranges for the cluster to use, set route tables for the subnets, or set VNet options like DHCP, so you must do so before you install the cluster.

The cluster must be able to access the resource group that contains the existing VNet and subnets. While all of the resources that the cluster creates are placed in a separate resource group that it creates, some network resources are used from a separate group. Some cluster Operators must be able to access resources in both resource groups. For example, the Machine API controller attaches NICS for the virtual machines that it creates to subnets from the networking resource group.

Your VNet must meet the following characteristics:

  • The VNet’s CIDR block must contain the Networking.MachineCIDR range, which is the IP address pool for cluster machines.
  • The VNet and its subnets must belong to the same resource group, and the subnets must be configured to use Azure-assigned DHCP IP addresses instead of static IP addresses.

You must provide two subnets within your VNet, one for the control plane machines and one for the compute machines. Because Azure distributes machines in different availability zones within the region that you specify, your cluster will have high availability by default.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the specified subnets exist.
  • There are two private subnets, one for the control plane machines and one for the compute machines.
  • The subnet CIDRs belong to the machine CIDR that you specified. Machines are not provisioned in availability zones that you do not provide private subnets for.
Note

If you destroy a cluster that uses an existing VNet, the VNet is not deleted.

6.8.3.1.1. Network security group requirements

The network security groups for the subnets that host the compute and control plane machines require specific access to ensure that the cluster communication is correct. You must create rules to allow access to the required cluster communication ports.

Important

The network security group rules must be in place before you install the cluster. If you attempt to install a cluster without the required access, the installation program cannot reach the Azure APIs, and installation fails.

Table 6.24. Required ports
PortDescriptionControl planeCompute

80

Allows HTTP traffic

 

x

443

Allows HTTPS traffic

 

x

6443

Allows communication to the control plane machines

x

 

22623

Allows internal communication to the machine config server for provisioning machines

x

 
Important

Currently, there is no supported way to block or restrict the machine config server endpoint. The machine config server must be exposed to the network so that newly-provisioned machines, which have no existing configuration or state, are able to fetch their configuration. In this model, the root of trust is the certificate signing requests (CSR) endpoint, which is where the kubelet sends its certificate signing request for approval to join the cluster. Because of this, machine configs should not be used to distribute sensitive information, such as secrets and certificates.

To ensure that the machine config server endpoints, ports 22623 and 22624, are secured in bare metal scenarios, customers must configure proper network policies.

Because cluster components do not modify the user-provided network security groups, which the Kubernetes controllers update, a pseudo-network security group is created for the Kubernetes controller to modify without impacting the rest of the environment.

6.8.3.2. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resources in your clouds than others. For example, you might be able to create application-specific items, like instances, storage, and load balancers, but not networking-related components such as VNets, subnet, or ingress rules.

The Azure credentials that you use when you create your cluster do not need the networking permissions that are required to make VNets and core networking components within the VNet, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as load balancers, security groups, storage accounts, and nodes.

6.8.3.3. Isolation between clusters

Because the cluster is unable to modify network security groups in an existing subnet, there is no way to isolate clusters from each other on the VNet.

6.8.4. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

6.8.5. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

6.8.6. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

6.8.7. Manually creating the installation configuration file

For installations of a private OpenShift Container Platform cluster that are only accessible from an internal network and are not visible to the internet, you must manually generate your installation configuration file.

Prerequisites

  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

    Note

    For some platform types, you can alternatively run ./openshift-install create install-config --dir <installation_directory> to generate an install-config.yaml file. You can provide details about your cluster configuration at the prompts.

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

6.8.7.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

6.8.7.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 6.25. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
6.8.7.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 6.26. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

6.8.7.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 6.27. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
6.8.7.1.4. Additional Azure configuration parameters

Additional Azure configuration parameters are described in the following table.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

Table 6.28. Additional Azure parameters
ParameterDescriptionValues

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS, premium_LRS, or standardSSD_LRS. The default is premium_LRS.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.region

The name of the Azure region that hosts your cluster.

Any valid region name, such as centralus.

platform.azure.zone

List of availability zones to place machines in. For high availability, specify at least two zones.

List of zones, for example ["1", "2", "3"].

platform.azure.networkResourceGroupName

The name of the resource group that contains the existing VNet that you want to deploy your cluster to. This name cannot be the same as the platform.azure.baseDomainResourceGroupName.

String.

platform.azure.virtualNetwork

The name of the existing VNet that you want to deploy your cluster to.

String.

platform.azure.controlPlaneSubnet

The name of the existing subnet in your VNet that you want to deploy your control plane machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.computeSubnet

The name of the existing subnet in your VNet that you want to deploy your compute machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints. If empty, the default value AzurePublicCloud is used.

Any valid cloud environment, such as AzurePublicCloud or AzureUSGovernmentCloud.

Note

You cannot customize Azure Availability Zones or Use tags to organize your Azure resources with an Azure cluster.

6.8.7.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 6.29. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines with premiumIO set to true. The machines must also have the hyperVGeneration property contain V1.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

6.8.7.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 6.4. Machine types

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
6.8.7.4. Sample customized install-config.yaml file for Azure

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2
  hyperthreading: Enabled 3 4
  name: master
  platform:
    azure:
      osDisk:
        diskSizeGB: 1024 5
        diskType: Premium_LRS
      type: Standard_D8s_v3
  replicas: 3
compute: 6
- hyperthreading: Enabled 7
  name: worker
  platform:
    azure:
      type: Standard_D2s_v3
      osDisk:
        diskSizeGB: 512 8
        diskType: Standard_LRS
      zones: 9
      - "1"
      - "2"
      - "3"
  replicas: 5
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    baseDomainResourceGroupName: resource_group 11
    region: centralus 12
    resourceGroupName: existing_resource_group 13
    networkResourceGroupName: vnet_resource_group 14
    virtualNetwork: vnet 15
    controlPlaneSubnet: control_plane_subnet 16
    computeSubnet: compute_subnet 17
    outboundType: UserDefinedRouting 18
    cloudName: AzurePublicCloud
pullSecret: '{"auths": ...}' 19
fips: false 20
sshKey: ssh-ed25519 AAAA... 21
publish: Internal 22
1 10 12 19
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger virtual machine types, such as Standard_D8s_v3, for your machines if you disable simultaneous multithreading.

5 8
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
9
Specify a list of zones to deploy your machines to. For high availability, specify at least two zones.
11
Specify the name of the resource group that contains the DNS zone for your base domain.
13
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
14
If you use an existing VNet, specify the name of the resource group that contains it.
15
If you use an existing VNet, specify its name.
16
If you use an existing VNet, specify the name of the subnet to host the control plane machines.
17
If you use an existing VNet, specify the name of the subnet to host the compute machines.
18
You can customize your own outbound routing. Configuring user-defined routing prevents exposing external endpoints in your cluster. User-defined routing for egress requires deploying your cluster to an existing VNet.
20
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

21
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

22
How to publish the user-facing endpoints of your cluster. Set publish to Internal to deploy a private cluster, which cannot be accessed from the internet. The default value is External.
6.8.7.5. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

6.8.8. Enabling Accelerated Networking during installation

You can enable Accelerated Networking on Microsoft Azure by adding acceleratedNetworking to your machine set YAML file before you install the cluster.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.
  • You have created the manifests for your cluster.

Procedure

  1. Change to the openshift directory within the directory that contains the installation program. The openshift directory contains the Kubernetes manifest files that define the worker machines. These are the three default machine set files for an Azure cluster:

    Machine set files in openshift directory listing

    99_openshift-cluster-api_worker-machineset-0.yaml
    99_openshift-cluster-api_worker-machineset-1.yaml
    99_openshift-cluster-api_worker-machineset-2.yaml

  2. Add the following to the providerSpec field in each machine set file:

    providerSpec:
      value:
        ...
        acceleratedNetworking: true 1
        ...
        vmSize: <azure-vm-size> 2
        ...
    1
    This line enables Accelerated Networking.
    2
    Specify an Azure VM size that includes at least four vCPUs. For information about VM sizes, see Microsoft Azure documentation.

Additional resources

6.8.9. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

6.8.10. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

6.8.11. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

6.8.12. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

6.8.13. Next steps

6.9. Installing a cluster on Azure into a government region

In OpenShift Container Platform version 4.10, you can install a cluster on Microsoft Azure into a government region. To configure the government region, you modify parameters in the install-config.yaml file before you install the cluster.

6.9.1. Prerequisites

6.9.2. Azure government regions

OpenShift Container Platform supports deploying a cluster to Microsoft Azure Government (MAG) regions. MAG is specifically designed for US government agencies at the federal, state, and local level, as well as contractors, educational institutions, and other US customers that must run sensitive workloads on Azure. MAG is composed of government-only data center regions, all granted an Impact Level 5 Provisional Authorization.

Installing to a MAG region requires manually configuring the Azure Government dedicated cloud instance and region in the install-config.yaml file. You must also update your service principal to reference the appropriate government environment.

Note

The Azure government region cannot be selected using the guided terminal prompts from the installation program. You must define the region manually in the install-config.yaml file. Remember to also set the dedicated cloud instance, like AzureUSGovernmentCloud, based on the region specified.

6.9.3. Private clusters

You can deploy a private OpenShift Container Platform cluster that does not expose external endpoints. Private clusters are accessible from only an internal network and are not visible to the internet.

By default, OpenShift Container Platform is provisioned to use publicly-accessible DNS and endpoints. A private cluster sets the DNS, Ingress Controller, and API server to private when you deploy your cluster. This means that the cluster resources are only accessible from your internal network and are not visible to the internet.

Important

If the cluster has any public subnets, load balancer services created by administrators might be publicly accessible. To ensure cluster security, verify that these services are explicitly annotated as private.

To deploy a private cluster, you must:

  • Use existing networking that meets your requirements. Your cluster resources might be shared between other clusters on the network.
  • Deploy from a machine that has access to:

    • The API services for the cloud to which you provision.
    • The hosts on the network that you provision.
    • The internet to obtain installation media.

You can use any machine that meets these access requirements and follows your company’s guidelines. For example, this machine can be a bastion host on your cloud network or a machine that has access to the network through a VPN.

6.9.3.1. Private clusters in Azure

To create a private cluster on Microsoft Azure, you must provide an existing private VNet and subnets to host the cluster. The installation program must also be able to resolve the DNS records that the cluster requires. The installation program configures the Ingress Operator and API server for only internal traffic.

Depending how your network connects to the private VNET, you might need to use a DNS forwarder to resolve the cluster’s private DNS records. The cluster’s machines use 168.63.129.16 internally for DNS resolution. For more information, see What is Azure Private DNS? and What is IP address 168.63.129.16? in the Azure documentation.

The cluster still requires access to internet to access the Azure APIs.

The following items are not required or created when you install a private cluster:

  • A BaseDomainResourceGroup, since the cluster does not create public records
  • Public IP addresses
  • Public DNS records
  • Public endpoints

    The cluster is configured so that the Operators do not create public records for the cluster and all cluster machines are placed in the private subnets that you specify.
6.9.3.1.1. Limitations

Private clusters on Azure are subject to only the limitations that are associated with the use of an existing VNet.

6.9.3.2. User-defined outbound routing

In OpenShift Container Platform, you can choose your own outbound routing for a cluster to connect to the internet. This allows you to skip the creation of public IP addresses and the public load balancer.

You can configure user-defined routing by modifying parameters in the install-config.yaml file before installing your cluster. A pre-existing VNet is required to use outbound routing when installing a cluster; the installation program is not responsible for configuring this.

When configuring a cluster to use user-defined routing, the installation program does not create the following resources:

  • Outbound rules for access to the internet.
  • Public IPs for the public load balancer.
  • Kubernetes Service object to add the cluster machines to the public load balancer for outbound requests.

You must ensure the following items are available before setting user-defined routing:

  • Egress to the internet is possible to pull container images, unless using an OpenShift image registry mirror.
  • The cluster can access Azure APIs.
  • Various allowlist endpoints are configured. You can reference these endpoints in the Configuring your firewall section.

There are several pre-existing networking setups that are supported for internet access using user-defined routing.

Private cluster with network address translation

You can use Azure VNET network address translation (NAT) to provide outbound internet access for the subnets in your cluster. You can reference Create a NAT gateway using Azure CLI in the Azure documentation for configuration instructions.

When using a VNet setup with Azure NAT and user-defined routing configured, you can create a private cluster with no public endpoints.

Private cluster with Azure Firewall

You can use Azure Firewall to provide outbound routing for the VNet used to install the cluster. You can learn more about providing user-defined routing with Azure Firewall in the Azure documentation.

When using a VNet setup with Azure Firewall and user-defined routing configured, you can create a private cluster with no public endpoints.

Private cluster with a proxy configuration

You can use a proxy with user-defined routing to allow egress to the internet. You must ensure that cluster Operators do not access Azure APIs using a proxy; Operators must have access to Azure APIs outside of the proxy.

When using the default route table for subnets, with 0.0.0.0/0 populated automatically by Azure, all Azure API requests are routed over Azure’s internal network even though the IP addresses are public. As long as the Network Security Group rules allow egress to Azure API endpoints, proxies with user-defined routing configured allow you to create private clusters with no public endpoints.

Private cluster with no internet access

You can install a private network that restricts all access to the internet, except the Azure API. This is accomplished by mirroring the release image registry locally. Your cluster must have access to the following:

  • An OpenShift image registry mirror that allows for pulling container images
  • Access to Azure APIs

With these requirements available, you can use user-defined routing to create private clusters with no public endpoints.

6.9.4. About reusing a VNet for your OpenShift Container Platform cluster

In OpenShift Container Platform 4.10, you can deploy a cluster into an existing Azure Virtual Network (VNet) in Microsoft Azure. If you do, you must also use existing subnets within the VNet and routing rules.

By deploying OpenShift Container Platform into an existing Azure VNet, you might be able to avoid service limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. This is a good option to use if you cannot obtain the infrastructure creation permissions that are required to create the VNet.

6.9.4.1. Requirements for using your VNet

When you deploy a cluster by using an existing VNet, you must perform additional network configuration before you install the cluster. In installer-provisioned infrastructure clusters, the installer usually creates the following components, but it does not create them when you install into an existing VNet:

  • Subnets
  • Route tables
  • VNets
  • Network Security Groups
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VNet, you must correctly configure it and its subnets for the installation program and the cluster to use. The installation program cannot subdivide network ranges for the cluster to use, set route tables for the subnets, or set VNet options like DHCP, so you must do so before you install the cluster.

The cluster must be able to access the resource group that contains the existing VNet and subnets. While all of the resources that the cluster creates are placed in a separate resource group that it creates, some network resources are used from a separate group. Some cluster Operators must be able to access resources in both resource groups. For example, the Machine API controller attaches NICS for the virtual machines that it creates to subnets from the networking resource group.

Your VNet must meet the following characteristics:

  • The VNet’s CIDR block must contain the Networking.MachineCIDR range, which is the IP address pool for cluster machines.
  • The VNet and its subnets must belong to the same resource group, and the subnets must be configured to use Azure-assigned DHCP IP addresses instead of static IP addresses.

You must provide two subnets within your VNet, one for the control plane machines and one for the compute machines. Because Azure distributes machines in different availability zones within the region that you specify, your cluster will have high availability by default.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the specified subnets exist.
  • There are two private subnets, one for the control plane machines and one for the compute machines.
  • The subnet CIDRs belong to the machine CIDR that you specified. Machines are not provisioned in availability zones that you do not provide private subnets for. If required, the installation program creates public load balancers that manage the control plane and worker nodes, and Azure allocates a public IP address to them.
Note

If you destroy a cluster that uses an existing VNet, the VNet is not deleted.

6.9.4.1.1. Network security group requirements

The network security groups for the subnets that host the compute and control plane machines require specific access to ensure that the cluster communication is correct. You must create rules to allow access to the required cluster communication ports.

Important

The network security group rules must be in place before you install the cluster. If you attempt to install a cluster without the required access, the installation program cannot reach the Azure APIs, and installation fails.

Table 6.30. Required ports
PortDescriptionControl planeCompute

80

Allows HTTP traffic

 

x

443

Allows HTTPS traffic

 

x

6443

Allows communication to the control plane machines

x

 

22623

Allows internal communication to the machine config server for provisioning machines

x

 
Important

Currently, there is no supported way to block or restrict the machine config server endpoint. The machine config server must be exposed to the network so that newly-provisioned machines, which have no existing configuration or state, are able to fetch their configuration. In this model, the root of trust is the certificate signing requests (CSR) endpoint, which is where the kubelet sends its certificate signing request for approval to join the cluster. Because of this, machine configs should not be used to distribute sensitive information, such as secrets and certificates.

To ensure that the machine config server endpoints, ports 22623 and 22624, are secured in bare metal scenarios, customers must configure proper network policies.

Because cluster components do not modify the user-provided network security groups, which the Kubernetes controllers update, a pseudo-network security group is created for the Kubernetes controller to modify without impacting the rest of the environment.

6.9.4.2. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resources in your clouds than others. For example, you might be able to create application-specific items, like instances, storage, and load balancers, but not networking-related components such as VNets, subnet, or ingress rules.

The Azure credentials that you use when you create your cluster do not need the networking permissions that are required to make VNets and core networking components within the VNet, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as load balancers, security groups, storage accounts, and nodes.

6.9.4.3. Isolation between clusters

Because the cluster is unable to modify network security groups in an existing subnet, there is no way to isolate clusters from each other on the VNet.

6.9.5. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

6.9.6. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

6.9.7. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

6.9.8. Manually creating the installation configuration file

When installing OpenShift Container Platform on Microsoft Azure into a government region, you must manually generate your installation configuration file.

Prerequisites

  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

6.9.8.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

6.9.8.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 6.31. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
6.9.8.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 6.32. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

6.9.8.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 6.33. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
6.9.8.1.4. Additional Azure configuration parameters

Additional Azure configuration parameters are described in the following table.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

Table 6.34. Additional Azure parameters
ParameterDescriptionValues

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS, premium_LRS, or standardSSD_LRS. The default is premium_LRS.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.region

The name of the Azure region that hosts your cluster.

Any valid region name, such as centralus.

platform.azure.zone

List of availability zones to place machines in. For high availability, specify at least two zones.

List of zones, for example ["1", "2", "3"].

platform.azure.networkResourceGroupName

The name of the resource group that contains the existing VNet that you want to deploy your cluster to. This name cannot be the same as the platform.azure.baseDomainResourceGroupName.

String.

platform.azure.virtualNetwork

The name of the existing VNet that you want to deploy your cluster to.

String.

platform.azure.controlPlaneSubnet

The name of the existing subnet in your VNet that you want to deploy your control plane machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.computeSubnet

The name of the existing subnet in your VNet that you want to deploy your compute machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints. If empty, the default value AzurePublicCloud is used.

Any valid cloud environment, such as AzurePublicCloud or AzureUSGovernmentCloud.

Note

You cannot customize Azure Availability Zones or Use tags to organize your Azure resources with an Azure cluster.

6.9.8.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 6.35. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines with premiumIO set to true. The machines must also have the hyperVGeneration property contain V1.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

6.9.8.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 6.5. Machine types

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*
6.9.8.4. Sample customized install-config.yaml file for Azure

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2
  hyperthreading: Enabled 3 4
  name: master
  platform:
    azure:
      osDisk:
        diskSizeGB: 1024 5
        diskType: Premium_LRS
      type: Standard_D8s_v3
  replicas: 3
compute: 6
- hyperthreading: Enabled 7
  name: worker
  platform:
    azure:
      type: Standard_D2s_v3
      osDisk:
        diskSizeGB: 512 8
        diskType: Standard_LRS
      zones: 9
      - "1"
      - "2"
      - "3"
  replicas: 5
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    baseDomainResourceGroupName: resource_group 11
    region: usgovvirginia
    resourceGroupName: existing_resource_group 12
    networkResourceGroupName: vnet_resource_group 13
    virtualNetwork: vnet 14
    controlPlaneSubnet: control_plane_subnet 15
    computeSubnet: compute_subnet 16
    outboundType: UserDefinedRouting 17
    cloudName: AzureUSGovernmentCloud 18
pullSecret: '{"auths": ...}' 19
fips: false 20
sshKey: ssh-ed25519 AAAA... 21
publish: Internal 22
1 10 19
Required.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger virtual machine types, such as Standard_D8s_v3, for your machines if you disable simultaneous multithreading.

5 8
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
9
Specify a list of zones to deploy your machines to. For high availability, specify at least two zones.
11
Specify the name of the resource group that contains the DNS zone for your base domain.
12
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
13
If you use an existing VNet, specify the name of the resource group that contains it.
14
If you use an existing VNet, specify its name.
15
If you use an existing VNet, specify the name of the subnet to host the control plane machines.
16
If you use an existing VNet, specify the name of the subnet to host the compute machines.
17
You can customize your own outbound routing. Configuring user-defined routing prevents exposing external endpoints in your cluster. User-defined routing for egress requires deploying your cluster to an existing VNet.
18
Specify the name of the Azure cloud environment to deploy your cluster to. Set AzureUSGovernmentCloud to deploy to a Microsoft Azure Government (MAG) region. The default value is AzurePublicCloud.
20
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

21
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

22
How to publish the user-facing endpoints of your cluster. Set publish to Internal to deploy a private cluster, which cannot be accessed from the internet. The default value is External.
6.9.8.5. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

6.9.9. Enabling Accelerated Networking during installation

You can enable Accelerated Networking on Microsoft Azure by adding acceleratedNetworking to your machine set YAML file before you install the cluster.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.
  • You have created the manifests for your cluster.

Procedure

  1. Change to the openshift directory within the directory that contains the installation program. The openshift directory contains the Kubernetes manifest files that define the worker machines. These are the three default machine set files for an Azure cluster:

    Machine set files in openshift directory listing

    99_openshift-cluster-api_worker-machineset-0.yaml
    99_openshift-cluster-api_worker-machineset-1.yaml
    99_openshift-cluster-api_worker-machineset-2.yaml

  2. Add the following to the providerSpec field in each machine set file:

    providerSpec:
      value:
        ...
        acceleratedNetworking: true 1
        ...
        vmSize: <azure-vm-size> 2
        ...
    1
    This line enables Accelerated Networking.
    2
    Specify an Azure VM size that includes at least four vCPUs. For information about VM sizes, see Microsoft Azure documentation.

Additional resources

6.9.10. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

6.9.11. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

6.9.12. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

6.9.13. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

6.9.14. Next steps

6.10. Installing a cluster on Azure using ARM templates

In OpenShift Container Platform version 4.10, you can install a cluster on Microsoft Azure by using infrastructure that you provide.

Several Azure Resource Manager (ARM) templates are provided to assist in completing these steps or to help model your own.

Important

The steps for performing a user-provisioned infrastructure installation are provided as an example only. Installing a cluster with infrastructure you provide requires knowledge of the cloud provider and the installation process of OpenShift Container Platform. Several ARM templates are provided to assist in completing these steps or to help model your own. You are also free to create the required resources through other methods; the templates are just an example.

6.10.1. Prerequisites

6.10.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

6.10.3. Configuring your Azure project

Before you can install OpenShift Container Platform, you must configure an Azure project to host it.

Important

All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

6.10.3.1. Azure account limits

The OpenShift Container Platform cluster uses a number of Microsoft Azure components, and the default Azure subscription and service limits, quotas, and constraints affect your ability to install OpenShift Container Platform clusters.

Important

Default limits vary by offer category types, such as Free Trial and Pay-As-You-Go, and by series, such as Dv2, F, and G. For example, the default for Enterprise Agreement subscriptions is 350 cores.

Check the limits for your subscription type and if necessary, increase quota limits for your account before you install a default cluster on Azure.

The following table summarizes the Azure components whose limits can impact your ability to install and run OpenShift Container Platform clusters.

ComponentNumber of components required by defaultDefault Azure limitDescription

vCPU

40

20 per region

A default cluster requires 40 vCPUs, so you must increase the account limit.

By default, each cluster creates the following instances:

  • One bootstrap machine, which is removed after installation
  • Three control plane machines
  • Three compute machines

Because the bootstrap machine uses Standard_D4s_v3 machines, which use 4 vCPUs, the control plane machines use Standard_D8s_v3 virtual machines, which use 8 vCPUs, and the worker machines use Standard_D4s_v3 virtual machines, which use 4 vCPUs, a default cluster requires 40 vCPUs. The bootstrap node VM, which uses 4 vCPUs, is used only during installation.

To deploy more worker nodes, enable autoscaling, deploy large workloads, or use a different instance type, you must further increase the vCPU limit for your account to ensure that your cluster can deploy the machines that you require.

OS Disk

7

 

Each cluster machine must have a minimum of 100 GB of storage and 300 IOPS. While these are the minimum supported values, faster storage is recommended for production clusters and clusters with intensive workloads. For more information about optimizing storage for performance, see the page titled "Optimizing storage" in the "Scalability and performance" section.

VNet

1

1000 per region

Each default cluster requires one Virtual Network (VNet), which contains two subnets.

Network interfaces

7

65,536 per region

Each default cluster requires seven network interfaces. If you create more machines or your deployed workloads create load balancers, your cluster uses more network interfaces.

Network security groups

2

5000

Each cluster creates network security groups for each subnet in the VNet. The default cluster creates network security groups for the control plane and for the compute node subnets:

controlplane

Allows the control plane machines to be reached on port 6443 from anywhere

node

Allows worker nodes to be reached from the internet on ports 80 and 443

Network load balancers

3

1000 per region

Each cluster creates the following load balancers:

default

Public IP address that load balances requests to ports 80 and 443 across worker machines

internal

Private IP address that load balances requests to ports 6443 and 22623 across control plane machines

external

Public IP address that load balances requests to port 6443 across control plane machines

If your applications create more Kubernetes LoadBalancer service objects, your cluster uses more load balancers.

Public IP addresses

3

 

Each of the two public load balancers uses a public IP address. The bootstrap machine also uses a public IP address so that you can SSH into the machine to troubleshoot issues during installation. The IP address for the bootstrap node is used only during installation.

Private IP addresses

7

 

The internal load balancer, each of the three control plane machines, and each of the three worker machines each use a private IP address.

Spot VM vCPUs (optional)

0

If you configure spot VMs, your cluster must have two spot VM vCPUs for every compute node.

20 per region

This is an optional component. To use spot VMs, you must increase the Azure default limit to at least twice the number of compute nodes in your cluster.

Note

Using spot VMs for control plane nodes is not recommended.

Additional resources

6.10.3.2. Configuring a public DNS zone in Azure

To install OpenShift Container Platform, the Microsoft Azure account you use must have a dedicated public hosted DNS zone in your account. This zone must be authoritative for the domain. This service provides cluster DNS resolution and name lookup for external connections to the cluster.

Procedure

  1. Identify your domain, or subdomain, and registrar. You can transfer an existing domain and registrar or obtain a new one through Azure or another source.

    Note

    For more information about purchasing domains through Azure, see Buy a custom domain name for Azure App Service in the Azure documentation.

  2. If you are using an existing domain and registrar, migrate its DNS to Azure. See Migrate an active DNS name to Azure App Service in the Azure documentation.
  3. Configure DNS for your domain. Follow the steps in the Tutorial: Host your domain in Azure DNS in the Azure documentation to create a public hosted zone for your domain or subdomain, extract the new authoritative name servers, and update the registrar records for the name servers that your domain uses.

    Use an appropriate root domain, such as openshiftcorp.com, or subdomain, such as clusters.openshiftcorp.com.

  4. If you use a subdomain, follow your company’s procedures to add its delegation records to the parent domain.

You can view Azure’s DNS solution by visiting this example for creating DNS zones.

6.10.3.3. Increasing Azure account limits

To increase an account limit, file a support request on the Azure portal.

Note

You can increase only one type of quota per support request.

Procedure

  1. From the Azure portal, click Help + support in the lower left corner.
  2. Click New support request and then select the required values:

    1. From the Issue type list, select Service and subscription limits (quotas).
    2. From the Subscription list, select the subscription to modify.
    3. From the Quota type list, select the quota to increase. For example, select Compute-VM (cores-vCPUs) subscription limit increases to increase the number of vCPUs, which is required to install a cluster.
    4. Click Next: Solutions.
  3. On the Problem Details page, provide the required information for your quota increase:

    1. Click Provide details and provide the required details in the Quota details window.
    2. In the SUPPORT METHOD and CONTACT INFO sections, provide the issue severity and your contact details.
  4. Click Next: Review + create and then click Create.
6.10.3.4. Certificate signing requests management

Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager only approves the kubelet client CSRs. The machine-approver cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.

6.10.3.5. Required Azure roles

OpenShift Container Platform needs a service principal so it can manage Microsoft Azure resources. Before you can create a service principal, review the following information:

Your Azure account subscription must have the following roles:

  • User Access Administrator
  • Contributor

Your Azure Active Directory (AD) must have the following permission:

  • "microsoft.directory/servicePrincipals/createAsOwner"

To set roles on the Azure portal, see the Manage access to Azure resources using RBAC and the Azure portal in the Azure documentation.

6.10.3.6. Creating a service principal

Because OpenShift Container Platform and its installation program create Microsoft Azure resources by using the Azure Resource Manager, you must create a service principal to represent it.

Prerequisites

  • Install or update the Azure CLI.
  • Your Azure account has the required roles for the subscription that you use.

Procedure

  1. Log in to the Azure CLI:

    $ az login
  2. If your Azure account uses subscriptions, ensure that you are using the right subscription:

    1. View the list of available accounts and record the tenantId value for the subscription you want to use for your cluster:

      $ az account list --refresh

      Example output

      [
        {
          "cloudName": "AzureCloud",
          "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
          "isDefault": true,
          "name": "Subscription Name",
          "state": "Enabled",
          "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee",
          "user": {
            "name": "you@example.com",
            "type": "user"
          }
        }
      ]

    2. View your active account details and confirm that the tenantId value matches the subscription you want to use:

      $ az account show

      Example output

      {
        "environmentName": "AzureCloud",
        "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee", 1
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

      1
      Ensure that the value of the tenantId parameter is the correct subscription ID.
    3. If you are not using the right subscription, change the active subscription:

      $ az account set -s <subscription_id> 1
      1
      Specify the subscription ID.
    4. Verify the subscription ID update:

      $ az account show

      Example output

      {
        "environmentName": "AzureCloud",
        "id": "33212d16-bdf6-45cb-b038-f6565b61edda",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee",
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

  3. Record the tenantId and id parameter values from the output. You need these values during the OpenShift Container Platform installation.
  4. Create the service principal for your account:

    $ az ad sp create-for-rbac --role Contributor --name <service_principal> \ 1
      --scopes /subscriptions/<subscription_id> 2
      --years <years> 3
    1
    Specify the service principal name.
    2
    Specify the subscription ID.
    3
    Specify the number of years. By default, a service principal expires in one year. By using the --years option you can extend the validity of your service principal.

    Example output

    Creating 'Contributor' role assignment under scope '/subscriptions/<subscription_id>'
    The output includes credentials that you must protect. Be sure that you do not
    include these credentials in your code or check the credentials into your source
    control. For more information, see https://aka.ms/azadsp-cli
    {
      "appId": "ac461d78-bf4b-4387-ad16-7e32e328aec6",
      "displayName": <service_principal>",
      "password": "00000000-0000-0000-0000-000000000000",
      "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee"
    }

  5. Record the values of the appId and password parameters from the previous output. You need these values during OpenShift Container Platform installation.
  6. Assign the User Access Administrator role by running the following command:

    $ az role assignment create --role "User Access Administrator" \
      --assignee-object-id $(az ad sp show --id <appId> --query id -o tsv) 1
    1
    Specify the appId parameter value for your service principal.

Additional resources

6.10.3.7. Supported Azure regions

The installation program dynamically generates the list of available Microsoft Azure regions based on your subscription.

Supported Azure public regions
  • australiacentral (Australia Central)
  • australiaeast (Australia East)
  • australiasoutheast (Australia South East)
  • brazilsouth (Brazil South)
  • canadacentral (Canada Central)
  • canadaeast (Canada East)
  • centralindia (Central India)
  • centralus (Central US)
  • eastasia (East Asia)
  • eastus (East US)
  • eastus2 (East US 2)
  • francecentral (France Central)
  • germanywestcentral (Germany West Central)
  • japaneast (Japan East)
  • japanwest (Japan West)
  • koreacentral (Korea Central)
  • koreasouth (Korea South)
  • northcentralus (North Central US)
  • northeurope (North Europe)
  • norwayeast (Norway East)
  • qatarcentral (Qatar Central)
  • southafricanorth (South Africa North)
  • southcentralus (South Central US)
  • southeastasia (Southeast Asia)
  • southindia (South India)
  • swedencentral (Sweden Central)
  • switzerlandnorth (Switzerland North)
  • uaenorth (UAE North)
  • uksouth (UK South)
  • ukwest (UK West)
  • westcentralus (West Central US)
  • westeurope (West Europe)
  • westindia (West India)
  • westus (West US)
  • westus2 (West US 2)
  • westus3 (West US 3)
Supported Azure Government regions

Support for the following Microsoft Azure Government (MAG) regions was added in OpenShift Container Platform version 4.6:

  • usgovtexas (US Gov Texas)
  • usgovvirginia (US Gov Virginia)

You can reference all available MAG regions in the Azure documentation. Other provided MAG regions are expected to work with OpenShift Container Platform, but have not been tested.

6.10.4. Requirements for a cluster with user-provisioned infrastructure

For a cluster that contains user-provisioned infrastructure, you must deploy all of the required machines.

This section describes the requirements for deploying OpenShift Container Platform on user-provisioned infrastructure.

6.10.4.1. Required machines for cluster installation

The smallest OpenShift Container Platform clusters require the following hosts:

Table 6.36. Minimum required hosts
HostsDescription

One temporary bootstrap machine

The cluster requires the bootstrap machine to deploy the OpenShift Container Platform cluster on the three control plane machines. You can remove the bootstrap machine after you install the cluster.

Three control plane machines

The control plane machines run the Kubernetes and OpenShift Container Platform services that form the control plane.

At least two compute machines, which are also known as worker machines.

The workloads requested by OpenShift Container Platform users run on the compute machines.

Important

To maintain high availability of your cluster, use separate physical hosts for these cluster machines.

The bootstrap and control plane machines must use Red Hat Enterprise Linux CoreOS (RHCOS) as the operating system. However, the compute machines can choose between Red Hat Enterprise Linux CoreOS (RHCOS), Red Hat Enterprise Linux (RHEL) 8.4, or RHEL 8.5.

Note that RHCOS is based on Red Hat Enterprise Linux (RHEL) 8 and inherits all of its hardware certifications and requirements. See Red Hat Enterprise Linux technology capabilities and limits.

6.10.4.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 6.37. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines with premiumIO set to true. The machines must also have the hyperVGeneration property contain V1.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

6.10.4.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 6.6. Machine types

  • c4.*
  • c5.*
  • c5a.*
  • i3.*
  • m4.*
  • m5.*
  • m5a.*
  • m6i.*
  • r4.*
  • r5.*
  • r5a.*
  • r6i.*
  • t3.*
  • t3a.*

6.10.5. Selecting an Azure Marketplace image

If you are deploying an OpenShift Container Platform cluster using the Azure Marketplace offering, you must first obtain the Azure Marketplace image. The installation program uses this image to deploy worker nodes. When obtaining your image, consider the following:

  • While the images are the same, the Azure Marketplace publisher is different depending on your region. If you are located in North America, specify redhat as the publisher. If you are located in EMEA, specify redhat-limited as the publisher.
  • The offer includes a rh-ocp-worker SKU and a rh-ocp-worker-gen1 SKU. The rh-ocp-worker SKU represents a Hyper-V generation version 2 VM image. The default instance types used in OpenShift Container Platform are version 2 compatible. If you are going to use an instance type that is only version 1 compatible, use the image associated with the rh-ocp-worker-gen1 SKU. The rh-ocp-worker-gen1 SKU represents a Hyper-V version 1 VM image.

Prerequisites

  • You have installed the Azure CLI client (az).
  • Your Azure account is entitled for the offer and you have logged into this account with the Azure CLI client.

Procedure

  1. Display all of the available OpenShift Container Platform images by running one of the following commands:

    • North America:

      $  az vm image list --all --offer rh-ocp-worker --publisher redhat -o table

      Example output

      Offer          Publisher       Sku                 Urn                                                             Version
      -------------  --------------  ------------------  --------------------------------------------------------------  --------------
      rh-ocp-worker  RedHat          rh-ocp-worker       RedHat:rh-ocp-worker:rh-ocpworker:4.8.2021122100               4.8.2021122100
      rh-ocp-worker  RedHat          rh-ocp-worker-gen1  RedHat:rh-ocp-worker:rh-ocp-worker-gen1:4.8.2021122100         4.8.2021122100

    • EMEA:

      $  az vm image list --all --offer rh-ocp-worker --publisher redhat-limited -o table

      Example output

      Offer          Publisher       Sku                 Urn                                                             Version
      -------------  --------------  ------------------  --------------------------------------------------------------  --------------
      rh-ocp-worker  redhat-limited  rh-ocp-worker       redhat-limited:rh-ocp-worker:rh-ocp-worker:4.8.2021122100       4.8.2021122100
      rh-ocp-worker  redhat-limited  rh-ocp-worker-gen1  redhat-limited:rh-ocp-worker:rh-ocp-worker-gen1:4.8.2021122100  4.8.2021122100

    Note

    Regardless of the version of OpenShift Container Platform you are installing, the correct version of the Azure Marketplace image to use is 4.8.x. If required, as part of the installation process, your VMs are automatically upgraded.

  2. Inspect the image for your offer by running one of the following commands:

    • North America:

      $ az vm image show --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>
    • EMEA:

      $ az vm image show --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>
  3. Review the terms of the offer by running one of the following commands:

    • North America:

      $ az vm image terms show --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>
    • EMEA:

      $ az vm image terms show --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>
  4. Accept the terms of the offering by running one of the following commands:

    • North America:

      $ az vm image terms accept --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>
    • EMEA:

      $ az vm image terms accept --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>
  5. Record the image details of your offer and use them to update the 06_workers.json Azure Resource Manager (ARM) template.
  6. Update the storageProfile.imageReference field by deleting the id parameter and adding the offer, publisher, sku, and version parameters by using the values from your offer. You can find a sample template in the "Creating additional worker machines in Azure" section.

6.10.6. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

6.10.7. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program. If you install a cluster on infrastructure that you provision, you must provide the key to the installation program.

6.10.8. Creating the installation files for Azure

To install OpenShift Container Platform on Microsoft Azure using user-provisioned infrastructure, you must generate the files that the installation program needs to deploy your cluster and modify them so that the cluster creates only the machines that it will use. You generate and customize the install-config.yaml file, Kubernetes manifests, and Ignition config files. You also have the option to first set up a separate var partition during the preparation phases of installation.

6.10.8.1. Optional: Creating a separate /var partition

It is recommended that disk partitioning for OpenShift Container Platform be left to the installer. However, there are cases where you might want to create separate partitions in a part of the filesystem that you expect to grow.

OpenShift Container Platform supports the addition of a single partition to attach storage to either the /var partition or a subdirectory of /var. For example:

  • /var/lib/containers: Holds container-related content that can grow as more images and containers are added to a system.
  • /var/lib/etcd: Holds data that you might want to keep separate for purposes such as performance optimization of etcd storage.
  • /var: Holds data that you might want to keep separate for purposes such as auditing.

Storing the contents of a /var directory separately makes it easier to grow storage for those areas as needed and reinstall OpenShift Container Platform at a later date and keep that data intact. With this method, you will not have to pull all your containers again, nor will you have to copy massive log files when you update systems.

Because /var must be in place before a fresh installation of Red Hat Enterprise Linux CoreOS (RHCOS), the following procedure sets up the separate /var partition by creating a machine config manifest that is inserted during the openshift-install preparation phases of an OpenShift Container Platform installation.

Important

If you follow the steps to create a separate /var partition in this procedure, it is not necessary to create the Kubernetes manifest and Ignition config files again as described later in this section.

Procedure

  1. Create a directory to hold the OpenShift Container Platform installation files:

    $ mkdir $HOME/clusterconfig
  2. Run openshift-install to create a set of files in the manifest and openshift subdirectories. Answer the system questions as you are prompted:

    $ openshift-install create manifests --dir $HOME/clusterconfig

    Example output

    ? SSH Public Key ...
    INFO Credentials loaded from the "myprofile" profile in file "/home/myuser/.aws/credentials"
    INFO Consuming Install Config from target directory
    INFO Manifests created in: $HOME/clusterconfig/manifests and $HOME/clusterconfig/openshift

  3. Optional: Confirm that the installation program created manifests in the clusterconfig/openshift directory:

    $ ls $HOME/clusterconfig/openshift/

    Example output

    99_kubeadmin-password-secret.yaml
    99_openshift-cluster-api_master-machines-0.yaml
    99_openshift-cluster-api_master-machines-1.yaml
    99_openshift-cluster-api_master-machines-2.yaml
    ...

  4. Create a Butane config that configures the additional partition. For example, name the file $HOME/clusterconfig/98-var-partition.bu, change the disk device name to the name of the storage device on the worker systems, and set the storage size as appropriate. This example places the /var directory on a separate partition:

    variant: openshift
    version: 4.10.0
    metadata:
      labels:
        machineconfiguration.openshift.io/role: worker
      name: 98-var-partition
    storage:
      disks:
      - device: /dev/<device_name> 1
        partitions:
        - label: var
          start_mib: <partition_start_offset> 2
          size_mib: <partition_size> 3
      filesystems:
        - device: /dev/disk/by-partlabel/var
          path: /var
          format: xfs
          mount_options: [defaults, prjquota] 4
          with_mount_unit: true
    1
    The storage device name of the disk that you want to partition.
    2
    When adding a data partition to the boot disk, a minimum value of 25000 MiB (Mebibytes) is recommended. The root file system is automatically resized to fill all available space up to the specified offset. If no value is specified, or if the specified value is smaller than the recommended minimum, the resulting root file system will be too small, and future reinstalls of RHCOS might overwrite the beginning of the data partition.
    3
    The size of the data partition in mebibytes.
    4
    The prjquota mount option must be enabled for filesystems used for container storage.
    Note

    When creating a separate /var partition, you cannot use different instance types for worker nodes, if the different instance types do not have the same device name.

  5. Create a manifest from the Butane config and save it to the clusterconfig/openshift directory. For example, run the following command:

    $ butane $HOME/clusterconfig/98-var-partition.bu -o $HOME/clusterconfig/openshift/98-var-partition.yaml
  6. Run openshift-install again to create Ignition configs from a set of files in the manifest and openshift subdirectories:

    $ openshift-install create ignition-configs --dir $HOME/clusterconfig
    $ ls $HOME/clusterconfig/
    auth  bootstrap.ign  master.ign  metadata.json  worker.ign

Now you can use the Ignition config files as input to the installation procedures to install Red Hat Enterprise Linux CoreOS (RHCOS) systems.

6.10.8.2. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Microsoft Azure.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select azure as the platform to target.
      3. If you do not have a Microsoft Azure profile stored on your computer, specify the following Azure parameter values for your subscription and service principal:

        • azure subscription id: The subscription ID to use for the cluster. Specify the id value in your account output.
        • azure tenant id: The tenant ID. Specify the tenantId value in your account output.
        • azure service principal client id: The value of the appId parameter for the service principal.
        • azure service principal client secret: The value of the password parameter for the service principal.
      4. Select the region to deploy the cluster to.
      5. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.
      6. Enter a descriptive name for your cluster.

        Important

        All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
    3. Optional: If you do not want the cluster to provision compute machines, empty the compute pool by editing the resulting install-config.yaml file to set replicas to 0 for the compute pool:

      compute:
      - hyperthreading: Enabled
        name: worker
        platform: {}
        replicas: 0 1
      1
      Set to 0.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

6.10.8.3. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

6.10.8.4. Exporting common variables for ARM templates

You must export a common set of variables that are used with the provided Azure Resource Manager (ARM) templates used to assist in completing a user-provided infrastructure install on Microsoft Azure.

Note

Specific ARM templates can also require additional exported variables, which are detailed in their related procedures.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Export common variables found in the install-config.yaml to be used by the provided ARM templates:

    $ export CLUSTER_NAME=<cluster_name>1
    $ export AZURE_REGION=<azure_region>2
    $ export SSH_KEY=<ssh_key>3
    $ export BASE_DOMAIN=<base_domain>4
    $ export BASE_DOMAIN_RESOURCE_GROUP=<base_domain_resource_group>5
    1
    The value of the .metadata.name attribute from the install-config.yaml file.
    2
    The region to deploy the cluster into, for example centralus. This is the value of the .platform.azure.region attribute from the install-config.yaml file.
    3
    The SSH RSA public key file as a string. You must enclose the SSH key in quotes since it contains spaces. This is the value of the .sshKey attribute from the install-config.yaml file.
    4
    The base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster. This is the value of the .baseDomain attribute from the install-config.yaml file.
    5
    The resource group where the public DNS zone exists. This is the value of the .platform.azure.baseDomainResourceGroupName attribute from the install-config.yaml file.

    For example:

    $ export CLUSTER_NAME=test-cluster
    $ export AZURE_REGION=centralus
    $ export SSH_KEY="ssh-rsa xxx/xxx/xxx= user@email.com"
    $ export BASE_DOMAIN=example.com
    $ export BASE_DOMAIN_RESOURCE_GROUP=ocp-cluster
  2. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
6.10.8.5. Creating the Kubernetes manifest and Ignition config files

Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.

The installation configuration file transforms into the Kubernetes manifests. The manifests wrap into the Ignition configuration files, which are later used to configure the cluster machines.

Important
  • The Ignition config files that the OpenShift Container Platform installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
  • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

Prerequisites

  • You obtained the OpenShift Container Platform installation program.
  • You created the install-config.yaml installation configuration file.

Procedure

  1. Change to the directory that contains the OpenShift Container Platform installation program and generate the Kubernetes manifests for the cluster:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    For <installation_directory>, specify the installation directory that contains the install-config.yaml file you created.
  2. Remove the Kubernetes manifest files that define the control plane machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_master-machines-*.yaml

    By removing these files, you prevent the cluster from automatically generating control plane machines.

  3. Remove the Kubernetes manifest files that define the worker machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_worker-machineset-*.yaml

    Because you create and manage the worker machines yourself, you do not need to initialize these machines.

  4. Check that the mastersSchedulable parameter in the <installation_directory>/manifests/cluster-scheduler-02-config.yml Kubernetes manifest file is set to false. This setting prevents pods from being scheduled on the control plane machines:

    1. Open the <installation_directory>/manifests/cluster-scheduler-02-config.yml file.
    2. Locate the mastersSchedulable parameter and ensure that it is set to false.
    3. Save and exit the file.
  5. Optional: If you do not want the Ingress Operator to create DNS records on your behalf, remove the privateZone and publicZone sections from the <installation_directory>/manifests/cluster-dns-02-config.yml DNS configuration file:

    apiVersion: config.openshift.io/v1
    kind: DNS
    metadata:
      creationTimestamp: null
      name: cluster
    spec:
      baseDomain: example.openshift.com
      privateZone: 1
        id: mycluster-100419-private-zone
      publicZone: 2
        id: example.openshift.com
    status: {}
    1 2
    Remove this section completely.

    If you do so, you must add ingress DNS records manually in a later step.

  6. When configuring Azure on user-provisioned infrastructure, you must export some common variables defined in the manifest files to use later in the Azure Resource Manager (ARM) templates:

    1. Export the infrastructure ID by using the following command:

      $ export INFRA_ID=<infra_id> 1
      1
      The OpenShift Container Platform cluster has been assigned an identifier (INFRA_ID) in the form of <cluster_name>-<random_string>. This will be used as the base name for most resources created using the provided ARM templates. This is the value of the .status.infrastructureName attribute from the manifests/cluster-infrastructure-02-config.yml file.
    2. Export the resource group by using the following command:

      $ export RESOURCE_GROUP=<resource_group> 1
      1
      All resources created in this Azure deployment exists as part of a resource group. The resource group name is also based on the INFRA_ID, in the form of <cluster_name>-<random_string>-rg. This is the value of the .status.platformStatus.azure.resourceGroupName attribute from the manifests/cluster-infrastructure-02-config.yml file.
  7. To create the Ignition configuration files, run the following command from the directory that contains the installation program:

    $ ./openshift-install create ignition-configs --dir <installation_directory> 1
    1
    For <installation_directory>, specify the same installation directory.

    Ignition config files are created for the bootstrap, control plane, and compute nodes in the installation directory. The kubeadmin-password and kubeconfig files are created in the ./<installation_directory>/auth directory:

    .
    ├── auth
    │   ├── kubeadmin-password
    │   └── kubeconfig
    ├── bootstrap.ign
    ├── master.ign
    ├── metadata.json
    └── worker.ign

6.10.9. Creating the Azure resource group

You must create a Microsoft Azure resource group and an identity for that resource group. These are both used during the installation of your OpenShift Container Platform cluster on Azure.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.

Procedure

  1. Create the resource group in a supported Azure region:

    $ az group create --name ${RESOURCE_GROUP} --location ${AZURE_REGION}
  2. Create an Azure identity for the resource group:

    $ az identity create -g ${RESOURCE_GROUP} -n ${INFRA_ID}-identity

    This is used to grant the required access to Operators in your cluster. For example, this allows the Ingress Operator to create a public IP and its load balancer. You must assign the Azure identity to a role.

  3. Grant the Contributor role to the Azure identity:

    1. Export the following variables required by the Azure role assignment:

      $ export PRINCIPAL_ID=`az identity show -g ${RESOURCE_GROUP} -n ${INFRA_ID}-identity --query principalId --out tsv`
      $ export RESOURCE_GROUP_ID=`az group show -g ${RESOURCE_GROUP} --query id --out tsv`
    2. Assign the Contributor role to the identity:

      $ az role assignment create --assignee "${PRINCIPAL_ID}" --role 'Contributor' --scope "${RESOURCE_GROUP_ID}"

6.10.10. Uploading the RHCOS cluster image and bootstrap Ignition config file

The Azure client does not support deployments based on files existing locally. You must copy and store the RHCOS virtual hard disk (VHD) cluster image and bootstrap Ignition config file in a storage container so they are accessible during deployment.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.

Procedure

  1. Create an Azure storage account to store the VHD cluster image:

    $ az storage account create -g ${RESOURCE_GROUP} --location ${AZURE_REGION} --name ${CLUSTER_NAME}sa --kind Storage --sku Standard_LRS
    Warning

    The Azure storage account name must be between 3 and 24 characters in length and use numbers and lower-case letters only. If your CLUSTER_NAME variable does not follow these restrictions, you must manually define the Azure storage account name. For more information on Azure storage account name restrictions, see Resolve errors for storage account names in the Azure documentation.

  2. Export the storage account key as an environment variable:

    $ export ACCOUNT_KEY=`az storage account keys list -g ${RESOURCE_GROUP} --account-name ${CLUSTER_NAME}sa --query "[0].value" -o tsv`
  3. Export the URL of the RHCOS VHD to an environment variable:

    $ export VHD_URL=`openshift-install coreos print-stream-json | jq -r '.architectures.x86_64."rhel-coreos-extensions"."azure-disk".url'`
    Important

    The RHCOS images might not change with every release of OpenShift Container Platform. You must specify an image with the highest version that is less than or equal to the OpenShift Container Platform version that you install. Use the image version that matches your OpenShift Container Platform version if it is available.

  4. Create the storage container for the VHD:

    $ az storage container create --name vhd --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY}
  5. Copy the local VHD to a blob:

    $ az storage blob copy start --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} --destination-blob "rhcos.vhd" --destination-container vhd --source-uri "${VHD_URL}"
  6. Create a blob storage container and upload the generated bootstrap.ign file:

    $ az storage container create --name files --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY}
    $ az storage blob upload --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -c "files" -f "<installation_directory>/bootstrap.ign" -n "bootstrap.ign"

6.10.11. Example for creating DNS zones

DNS records are required for clusters that use user-provisioned infrastructure. You should choose the DNS strategy that fits your scenario.

For this example, Azure’s DNS solution is used, so you will create a new public DNS zone for external (internet) visibility and a private DNS zone for internal cluster resolution.

Note

The public DNS zone is not required to exist in the same resource group as the cluster deployment and might already exist in your organization for the desired base domain. If that is the case, you can skip creating the public DNS zone; be sure the installation config you generated earlier reflects that scenario.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.

Procedure

  1. Create the new public DNS zone in the resource group exported in the BASE_DOMAIN_RESOURCE_GROUP environment variable:

    $ az network dns zone create -g ${BASE_DOMAIN_RESOURCE_GROUP} -n ${CLUSTER_NAME}.${BASE_DOMAIN}

    You can skip this step if you are using a public DNS zone that already exists.

  2. Create the private DNS zone in the same resource group as the rest of this deployment:

    $ az network private-dns zone create -g ${RESOURCE_GROUP} -n ${CLUSTER_NAME}.${BASE_DOMAIN}

You can learn more about configuring a public DNS zone in Azure by visiting that section.

6.10.12. Creating a VNet in Azure

You must create a virtual network (VNet) in Microsoft Azure for your OpenShift Container Platform cluster to use. You can customize the VNet to meet your requirements. One way to create the VNet is to modify the provided Azure Resource Manager (ARM) template.

Note

If you do not use the provided ARM template to create your Azure infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.

Procedure

  1. Copy the template from the ARM template for the VNet section of this topic and save it as 01_vnet.json in your cluster’s installation directory. This template describes the VNet that your cluster requires.
  2. Create the deployment by using the az CLI:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/01_vnet.json" \
      --parameters baseName="${INFRA_ID}"1
    1
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
  3. Link the VNet template to the private DNS zone:

    $ az network private-dns link vnet create -g ${RESOURCE_GROUP} -z ${CLUSTER_NAME}.${BASE_DOMAIN} -n ${INFRA_ID}-network-link -v "${INFRA_ID}-vnet" -e false
6.10.12.1. ARM template for the VNet

You can use the following Azure Resource Manager (ARM) template to deploy the VNet that you need for your OpenShift Container Platform cluster:

Example 6.7. 01_vnet.json ARM template

{
  "$schema" : "https://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#",
  "contentVersion" : "1.0.0.0",
  "parameters" : {
    "baseName" : {
      "type" : "string",
      "minLength" : 1,
      "metadata" : {
        "description" : "Base name to be used in resource names (usually the cluster's Infra ID)"
      }
    }
  },
  "variables" : {
    "location" : "[resourceGroup().location]",
    "virtualNetworkName" : "[concat(parameters('baseName'), '-vnet')]",
    "addressPrefix" : "10.0.0.0/16",
    "masterSubnetName" : "[concat(parameters('baseName'), '-master-subnet')]",
    "masterSubnetPrefix" : "10.0.0.0/24",
    "nodeSubnetName" : "[concat(parameters('baseName'), '-worker-subnet')]",
    "nodeSubnetPrefix" : "10.0.1.0/24",
    "clusterNsgName" : "[concat(parameters('baseName'), '-nsg')]"
  },
  "resources" : [
    {
      "apiVersion" : "2018-12-01",
      "type" : "Microsoft.Network/virtualNetworks",
      "name" : "[variables('virtualNetworkName')]",
      "location" : "[variables('location')]",
      "dependsOn" : [
        "[concat('Microsoft.Network/networkSecurityGroups/', variables('clusterNsgName'))]"
      ],
      "properties" : {
        "addressSpace" : {
          "addressPrefixes" : [
            "[variables('addressPrefix')]"
          ]
        },
        "subnets" : [
          {
            "name" : "[variables('masterSubnetName')]",
            "properties" : {
              "addressPrefix" : "[variables('masterSubnetPrefix')]",
              "serviceEndpoints": [],
              "networkSecurityGroup" : {
                "id" : "[resourceId('Microsoft.Network/networkSecurityGroups', variables('clusterNsgName'))]"
              }
            }
          },
          {
            "name" : "[variables('nodeSubnetName')]",
            "properties" : {
              "addressPrefix" : "[variables('nodeSubnetPrefix')]",
              "serviceEndpoints": [],
              "networkSecurityGroup" : {
                "id" : "[resourceId('Microsoft.Network/networkSecurityGroups', variables('clusterNsgName'))]"
              }
            }
          }
        ]
      }
    },
    {
      "type" : "Microsoft.Network/networkSecurityGroups",
      "name" : "[variables('clusterNsgName')]",
      "apiVersion" : "2018-10-01",
      "location" : "[variables('location')]",
      "properties" : {
        "securityRules" : [
          {
            "name" : "apiserver_in",
            "properties" : {
              "protocol" : "Tcp",
              "sourcePortRange" : "*",
              "destinationPortRange" : "6443",
              "sourceAddressPrefix" : "*",
              "destinationAddressPrefix" : "*",
              "access" : "Allow",
              "priority" : 101,
              "direction" : "Inbound"
            }
          }
        ]
      }
    }
  ]
}

6.10.13. Deploying the RHCOS cluster image for the Azure infrastructure

You must use a valid Red Hat Enterprise Linux CoreOS (RHCOS) image for Microsoft Azure for your OpenShift Container Platform nodes.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Store the RHCOS virtual hard disk (VHD) cluster image in an Azure storage container.
  • Store the bootstrap Ignition config file in an Azure storage container.

Procedure

  1. Copy the template from the ARM template for image storage section of this topic and save it as 02_storage.json in your cluster’s installation directory. This template describes the image storage that your cluster requires.
  2. Export the RHCOS VHD blob URL as a variable:

    $ export VHD_BLOB_URL=`az storage blob url --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -c vhd -n "rhcos.vhd" -o tsv`
  3. Deploy the cluster image:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/02_storage.json" \
      --parameters vhdBlobURL="${VHD_BLOB_URL}" \ 1
      --parameters baseName="${INFRA_ID}"2
    1
    The blob URL of the RHCOS VHD to be used to create master and worker machines.
    2
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
6.10.13.1. ARM template for image storage

You can use the following Azure Resource Manager (ARM) template to deploy the stored Red Hat Enterprise Linux CoreOS (RHCOS) image that you need for your OpenShift Container Platform cluster:

Example 6.8. 02_storage.json ARM template

{
  "$schema" : "https://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#",
  "contentVersion" : "1.0.0.0",
  "parameters" : {
    "baseName" : {
      "type" : "string",
      "minLength" : 1,
      "metadata" : {
        "description" : "Base name to be used in resource names (usually the cluster's Infra ID)"
      }
    },
    "vhdBlobURL" : {
      "type" : "string",
      "metadata" : {
        "description" : "URL pointing to the blob where the VHD to be used to create master and worker machines is located"
      }
    }
  },
  "variables" : {
    "location" : "[resourceGroup().location]",
    "imageName" : "[concat(parameters('baseName'), '-image')]"
  },
  "resources" : [
    {
      "apiVersion" : "2018-06-01",
      "type": "Microsoft.Compute/images",
      "name": "[variables('imageName')]",
      "location" : "[variables('location')]",
      "properties": {
        "storageProfile": {
          "osDisk": {
            "osType": "Linux",
            "osState": "Generalized",
            "blobUri": "[parameters('vhdBlobURL')]",
            "storageAccountType": "Standard_LRS"
          }
        }
      }
    }
  ]
}

6.10.14. Networking requirements for user-provisioned infrastructure

All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require networking to be configured in initramfs during boot to fetch their Ignition config files.

6.10.14.1. Network connectivity requirements

You must configure the network connectivity between machines to allow OpenShift Container Platform cluster components to communicate. Each machine must be able to resolve the hostnames of all other machines in the cluster.

This section provides details about the ports that are required.

Important

In connected OpenShift Container Platform environments, all nodes are required to have internet access to pull images for platform containers and provide telemetry data to Red Hat.

Table 6.38. Ports used for all-machine to all-machine communications
ProtocolPortDescription

ICMP

N/A

Network reachability tests

TCP

1936

Metrics

9000-9999

Host level services, including the node exporter on ports 9100-9101 and the Cluster Version Operator on port 9099.

10250-10259

The default ports that Kubernetes reserves

10256

openshift-sdn

UDP

4789

VXLAN

6081

Geneve

9000-9999

Host level services, including the node exporter on ports 9100-9101.

500

IPsec IKE packets

4500

IPsec NAT-T packets

TCP/UDP

30000-32767

Kubernetes node port

ESP

N/A

IPsec Encapsulating Security Payload (ESP)

Table 6.39. Ports used for all-machine to control plane communications
ProtocolPortDescription

TCP

6443

Kubernetes API

Table 6.40. Ports used for control plane machine to control plane machine communications
ProtocolPortDescription

TCP

2379-2380

etcd server and peer ports

6.10.15. Creating networking and load balancing components in Azure

You must configure networking and load balancing in Microsoft Azure for your OpenShift Container Platform cluster to use. One way to create these components is to modify the provided Azure Resource Manager (ARM) template.

Note

If you do not use the provided ARM template to create your Azure infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure.

Procedure

  1. Copy the template from the ARM template for the network and load balancers section of this topic and save it as 03_infra.json in your cluster’s installation directory. This template describes the networking and load balancing objects that your cluster requires.
  2. Create the deployment by using the az CLI:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/03_infra.json" \
      --parameters privateDNSZoneName="${CLUSTER_NAME}.${BASE_DOMAIN}" \ 1
      --parameters baseName="${INFRA_ID}"2
    1
    The name of the private DNS zone.
    2
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
  3. Create an api DNS record in the public zone for the API public load balancer. The ${BASE_DOMAIN_RESOURCE_GROUP} variable must point to the resource group where the public DNS zone exists.

    1. Export the following variable:

      $ export PUBLIC_IP=`az network public-ip list -g ${RESOURCE_GROUP} --query "[?name=='${INFRA_ID}-master-pip'] | [0].ipAddress" -o tsv`
    2. Create the api DNS record in a new public zone:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${CLUSTER_NAME}.${BASE_DOMAIN} -n api -a ${PUBLIC_IP} --ttl 60

      If you are adding the cluster to an existing public zone, you can create the api DNS record in it instead:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${BASE_DOMAIN} -n api.${CLUSTER_NAME} -a ${PUBLIC_IP} --ttl 60
6.10.15.1. ARM template for the network and load balancers

You can use the following Azure Resource Manager (ARM) template to deploy the networking objects and load balancers that you need for your OpenShift Container Platform cluster:

Example 6.9. 03_infra.json ARM template

{
  "$schema" : "https://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#",
  "contentVersion" : "1.0.0.0",
  "parameters" : {
    "baseName" : {
      "type" : "string",
      "minLength" : 1,
      "metadata" : {
        "description" : "Base name to be used in resource names (usually the cluster's Infra ID)"
      }
    },
    "vnetBaseName": {
      "type": "string",
      "defaultValue": "",
      "metadata" : {
        "description" : "The specific customer vnet's base name (optional)"
      }
    },
    "privateDNSZoneName" : {
      "type" : "string",
      "metadata" : {
        "description" : "Name of the private DNS zone"
      }
    }
  },
  "variables" : {
    "location" : "[resourceGroup().location]",
    "virtualNetworkName" : "[concat(if(not(empty(parameters('vnetBaseName'))), parameters('vnetBaseName'), parameters('baseName')), '-vnet')]",
    "virtualNetworkID" : "[resourceId('Microsoft.Network/virtualNetworks', variables('virtualNetworkName'))]",
    "masterSubnetName" : "[concat(if(not(empty(parameters('vnetBaseName'))), parameters('vnetBaseName'), parameters('baseName')), '-master-subnet')]",
    "masterSubnetRef" : "[concat(variables('virtualNetworkID'), '/subnets/', variables('masterSubnetName'))]",
    "masterPublicIpAddressName" : "[concat(parameters('baseName'), '-master-pip')]",
    "masterPublicIpAddressID" : "[resourceId('Microsoft.Network/publicIPAddresses', variables('masterPublicIpAddressName'))]",
    "masterLoadBalancerName" : "[concat(parameters('baseName'), '-public-lb')]",
    "masterLoadBalancerID" : "[resourceId('Microsoft.Network/loadBalancers', variables('masterLoadBalancerName'))]",
    "internalLoadBalancerName" : "[concat(parameters('baseName'), '-internal-lb')]",
    "internalLoadBalancerID" : "[resourceId('Microsoft.Network/loadBalancers', variables('internalLoadBalancerName'))]",
    "skuName": "Standard"
  },
  "resources" : [
    {
      "apiVersion" : "2018-12-01",
      "type" : "Microsoft.Network/publicIPAddresses",
      "name" : "[variables('masterPublicIpAddressName')]",
      "location" : "[variables('location')]",
      "sku": {
        "name": "[variables('skuName')]"
      },
      "properties" : {
        "publicIPAllocationMethod" : "Static",
        "dnsSettings" : {
          "domainNameLabel" : "[variables('masterPublicIpAddressName')]"
        }
      }
    },
    {
      "apiVersion" : "2018-12-01",
      "type" : "Microsoft.Network/loadBalancers",
      "name" : "[variables('masterLoadBalancerName')]",
      "location" : "[variables('location')]",
      "sku": {
        "name": "[variables('skuName')]"
      },
      "dependsOn" : [
        "[concat('Microsoft.Network/publicIPAddresses/', variables('masterPublicIpAddressName'))]"
      ],
      "properties" : {
        "frontendIPConfigurations" : [
          {
            "name" : "public-lb-ip",
            "properties" : {
              "publicIPAddress" : {
                "id" : "[variables('masterPublicIpAddressID')]"
              }
            }
          }
        ],
        "backendAddressPools" : [
          {
            "name" : "public-lb-backend"
          }
        ],
        "loadBalancingRules" : [
          {
            "name" : "api-internal",
            "properties" : {
              "frontendIPConfiguration" : {
                "id" :"[concat(variables('masterLoadBalancerID'), '/frontendIPConfigurations/public-lb-ip')]"
              },
              "backendAddressPool" : {
                "id" : "[concat(variables('masterLoadBalancerID'), '/backendAddressPools/public-lb-backend')]"
              },
              "protocol" : "Tcp",
              "loadDistribution" : "Default",
              "idleTimeoutInMinutes" : 30,
              "frontendPort" : 6443,
              "backendPort" : 6443,
              "probe" : {
                "id" : "[concat(variables('masterLoadBalancerID'), '/probes/api-internal-probe')]"
              }
            }
          }
        ],
        "probes" : [
          {
            "name" : "api-internal-probe",
            "properties" : {
              "protocol" : "Https",
              "port" : 6443,
              "requestPath": "/readyz",
              "intervalInSeconds" : 10,
              "numberOfProbes" : 3
            }
          }
        ]
      }
    },
    {
      "apiVersion" : "2018-12-01",
      "type" : "Microsoft.Network/loadBalancers",
      "name" : "[variables('internalLoadBalancerName')]",
      "location" : "[variables('location')]",
      "sku": {
        "name": "[variables('skuName')]"
      },
      "properties" : {
        "frontendIPConfigurations" : [
          {
            "name" : "internal-lb-ip",
            "properties" : {
              "privateIPAllocationMethod" : "Dynamic",
              "subnet" : {
                "id" : "[variables('masterSubnetRef')]"
              },
              "privateIPAddressVersion" : "IPv4"
            }
          }
        ],
        "backendAddressPools" : [
          {
            "name" : "internal-lb-backend"
          }
        ],
        "loadBalancingRules" : [
          {
            "name" : "api-internal",
            "properties" : {
              "frontendIPConfiguration" : {
                "id" : "[concat(variables('internalLoadBalancerID'), '/frontendIPConfigurations/internal-lb-ip')]"
              },
              "frontendPort" : 6443,
              "backendPort" : 6443,
              "enableFloatingIP" : false,
              "idleTimeoutInMinutes" : 30,
              "protocol" : "Tcp",
              "enableTcpReset" : false,
              "loadDistribution" : "Default",
              "backendAddressPool" : {
                "id" : "[concat(variables('internalLoadBalancerID'), '/backendAddressPools/internal-lb-backend')]"
              },
              "probe" : {
                "id" : "[concat(variables('internalLoadBalancerID'), '/probes/api-internal-probe')]"
              }
            }
          },
          {
            "name" : "sint",
            "properties" : {
              "frontendIPConfiguration" : {
                "id" : "[concat(variables('internalLoadBalancerID'), '/frontendIPConfigurations/internal-lb-ip')]"
              },
              "frontendPort" : 22623,
              "backendPort" : 22623,
              "enableFloatingIP" : false,
              "idleTimeoutInMinutes" : 30,
              "protocol" : "Tcp",
              "enableTcpReset" : false,
              "loadDistribution" : "Default",
              "backendAddressPool" : {
                "id" : "[concat(variables('internalLoadBalancerID'), '/backendAddressPools/internal-lb-backend')]"
              },
              "probe" : {
                "id" : "[concat(variables('internalLoadBalancerID'), '/probes/sint-probe')]"
              }
            }
          }
        ],
        "probes" : [
          {
            "name" : "api-internal-probe",
            "properties" : {
              "protocol" : "Https",
              "port" : 6443,
              "requestPath": "/readyz",
              "intervalInSeconds" : 10,
              "numberOfProbes" : 3
            }
          },
          {
            "name" : "sint-probe",
            "properties" : {
              "protocol" : "Https",
              "port" : 22623,
              "requestPath": "/healthz",
              "intervalInSeconds" : 10,
              "numberOfProbes" : 3
            }
          }
        ]
      }
    },
    {
      "apiVersion": "2018-09-01",
      "type": "Microsoft.Network/privateDnsZones/A",
      "name": "[concat(parameters('privateDNSZoneName'), '/api')]",
      "location" : "[variables('location')]",
      "dependsOn" : [
        "[concat('Microsoft.Network/loadBalancers/', variables('internalLoadBalancerName'))]"
      ],
      "properties": {
        "ttl": 60,
        "aRecords": [
          {
            "ipv4Address": "[reference(variables('internalLoadBalancerName')).frontendIPConfigurations[0].properties.privateIPAddress]"
          }
        ]
      }
    },
    {
      "apiVersion": "2018-09-01",
      "type": "Microsoft.Network/privateDnsZones/A",
      "name": "[concat(parameters('privateDNSZoneName'), '/api-int')]",
      "location" : "[variables('location')]",
      "dependsOn" : [
        "[concat('Microsoft.Network/loadBalancers/', variables('internalLoadBalancerName'))]"
      ],
      "properties": {
        "ttl": 60,
        "aRecords": [
          {
            "ipv4Address": "[reference(variables('internalLoadBalancerName')).frontendIPConfigurations[0].properties.privateIPAddress]"
          }
        ]
      }
    }
  ]
}

6.10.16. Creating the bootstrap machine in Azure

You must create the bootstrap machine in Microsoft Azure to use during OpenShift Container Platform cluster initialization. One way to create this machine is to modify the provided Azure Resource Manager (ARM) template.

Note

If you do not use the provided ARM template to create your bootstrap machine, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure.
  • Create and configure networking and load balancers in Azure.
  • Create control plane and compute roles.

Procedure

  1. Copy the template from the ARM template for the bootstrap machine section of this topic and save it as 04_bootstrap.json in your cluster’s installation directory. This template describes the bootstrap machine that your cluster requires.
  2. Export the bootstrap URL variable:

    $ bootstrap_url_expiry=`date -u -d "10 hours" '+%Y-%m-%dT%H:%MZ'`
    $ export BOOTSTRAP_URL=`az storage blob generate-sas -c 'files' -n 'bootstrap.ign' --https-only --full-uri --permissions r --expiry $bootstrap_url_expiry --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -o tsv`
  3. Export the bootstrap ignition variable:

    $ export BOOTSTRAP_IGNITION=`jq -rcnM --arg v "3.2.0" --arg url ${BOOTSTRAP_URL} '{ignition:{version:$v,config:{replace:{source:$url}}}}' | base64 | tr -d '\n'`
  4. Create the deployment by using the az CLI:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/04_bootstrap.json" \
      --parameters bootstrapIgnition="${BOOTSTRAP_IGNITION}" \ 1
      --parameters baseName="${INFRA_ID}" 2
    1
    The bootstrap Ignition content for the bootstrap cluster.
    2
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
6.10.16.1. ARM template for the bootstrap machine

You can use the following Azure Resource Manager (ARM) template to deploy the bootstrap machine that you need for your OpenShift Container Platform cluster:

Example 6.10. 04_bootstrap.json ARM template

{
  "$schema" : "https://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#",
  "contentVersion" : "1.0.0.0",
  "parameters" : {
    "baseName" : {
      "type" : "string",
      "minLength" : 1,
      "metadata" : {
        "description" : "Base name to be used in resource names (usually the cluster's Infra ID)"
      }
    },
    "vnetBaseName": {
      "type": "string",
      "defaultValue": "",
      "metadata" : {
        "description" : "The specific customer vnet's base name (optional)"
      }
    },
    "bootstrapIgnition" : {
      "type" : "string",
      "minLength" : 1,
      "metadata" : {
        "description" : "Bootstrap ignition content for the bootstrap cluster"
      }
    },
    "sshKeyData" : {
      "type" : "securestring",
      "defaultValue" : "Unused",
      "metadata" : {
        "description" : "Unused"
      }
    },
    "bootstrapVMSize" : {
      "type" : "string",
      "defaultValue" : "Standard_D4s_v3",
      "metadata" : {
        "description" : "The size of the Bootstrap Virtual Machine"
      }
    }
  },
  "variables" : {
    "location" : "[resourceGroup().location]",
    "virtualNetworkName" : "[concat(if(not(empty(parameters('vnetBaseName'))), parameters('vnetBaseName'), parameters('baseName')), '-vnet')]",
    "virtualNetworkID" : "[resourceId('Microsoft.Network/virtualNetworks', variables('virtualNetworkName'))]",
    "masterSubnetName" : "[concat(if(not(empty(parameters('vnetBaseName'))), parameters('vnetBaseName'), parameters('baseName')), '-master-subnet')]",
    "masterSubnetRef" : "[concat(variables('virtualNetworkID'), '/subnets/', variables('masterSubnetName'))]",
    "masterLoadBalancerName" : "[concat(parameters('baseName'), '-public-lb')]",
    "internalLoadBalancerName" : "[concat(parameters('baseName'), '-internal-lb')]",
    "sshKeyPath" : "/home/core/.ssh/authorized_keys",
    "identityName" : "[concat(parameters('baseName'), '-identity')]",
    "vmName" : "[concat(parameters('baseName'), '-bootstrap')]",
    "nicName" : "[concat(variables('vmName'), '-nic')]",
    "imageName" : "[concat(parameters('baseName'), '-image')]",
    "clusterNsgName" : "[concat(if(not(empty(parameters('vnetBaseName'))), parameters('vnetBaseName'), parameters('baseName')), '-nsg')]",
    "sshPublicIpAddressName" : "[concat(variables('vmName'), '-ssh-pip')]"
  },
  "resources" : [
    {
      "apiVersion" : "2018-12-01",
      "type" : "Microsoft.Network/publicIPAddresses",
      "name" : "[variables('sshPublicIpAddressName')]",
      "location" : "[variables('location')]",
      "sku": {
        "name": "Standard"
      },
      "properties" : {
        "publicIPAllocationMethod" : "Static",
        "dnsSettings" : {
          "domainNameLabel" : "[variables('sshPublicIpAddressName')]"
        }
      }
    },
    {
      "apiVersion" : "2018-06-01",
      "type" : "Microsoft.Network/networkInterfaces",
      "name" : "[variables('nicName')]",
      "location" : "[variables('location')]",
      "dependsOn" : [
        "[resourceId('Microsoft.Network/publicIPAddresses', variables('sshPublicIpAddressName'))]"
      ],
      "properties" : {
        "ipConfigurations" : [
          {
            "name" : "pipConfig",
            "properties" : {
              "privateIPAllocationMethod" : "Dynamic",
              "publicIPAddress": {
                "id": "[resourceId('Microsoft.Network/publicIPAddresses', variables('sshPublicIpAddressName'))]"
              },
              "subnet" : {
                "id" : "[variables('masterSubnetRef')]"
              },
              "loadBalancerBackendAddressPools" : [
                {
                  "id" : "[concat('/subscriptions/', subscription().subscriptionId, '/resourceGroups/', resourceGroup().name, '/providers/Microsoft.Network/loadBalancers/', variables('masterLoadBalancerName'), '/backendAddressPools/public-lb-backend')]"
                },
                {
                  "id" : "[concat('/subscriptions/', subscription().subscriptionId, '/resourceGroups/', resourceGroup().name, '/providers/Microsoft.Network/loadBalancers/', variables('internalLoadBalancerName'), '/backendAddressPools/internal-lb-backend')]"
                }
              ]
            }
          }
        ]
      }
    },
    {
      "apiVersion" : "2018-06-01",
      "type" : "Microsoft.Compute/virtualMachines",
      "name" : "[variables('vmName')]",
      "location" : "[variables('location')]",
      "identity" : {
        "type" : "userAssigned",
        "userAssignedIdentities" : {
          "[resourceID('Microsoft.ManagedIdentity/userAssignedIdentities/', variables('identityName'))]" : {}
        }
      },
      "dependsOn" : [
        "[concat('Microsoft.Network/networkInterfaces/', variables('nicName'))]"
      ],
      "properties" : {
        "hardwareProfile" : {
          "vmSize" : "[parameters('bootstrapVMSize')]"
        },
        "osProfile" : {
          "computerName" : "[variables('vmName')]",
          "adminUsername" : "core",
          "adminPassword" : "NotActuallyApplied!",
          "customData" : "[parameters('bootstrapIgnition')]",
          "linuxConfiguration" : {
            "disablePasswordAuthentication" : false
          }
        },
        "storageProfile" : {
          "imageReference": {
            "id": "[resourceId('Microsoft.Compute/images', variables('imageName'))]"
          },
          "osDisk" : {
            "name": "[concat(variables('vmName'),'_OSDisk')]",
            "osType" : "Linux",
            "createOption" : "FromImage",
            "managedDisk": {
              "storageAccountType": "Premium_LRS"
            },
            "diskSizeGB" : 100
          }
        },
        "networkProfile" : {
          "networkInterfaces" : [
            {
              "id" : "[resourceId('Microsoft.Network/networkInterfaces', variables('nicName'))]"
            }
          ]
        }
      }
    },
    {
      "apiVersion" : "2018-06-01",
      "type": "Microsoft.Network/networkSecurityGroups/securityRules",
      "name" : "[concat(variables('clusterNsgName'), '/bootstrap_ssh_in')]",
      "location" : "[variables('location')]",
      "dependsOn" : [
        "[resourceId('Microsoft.Compute/virtualMachines', variables('vmName'))]"
      ],
      "properties": {
        "protocol" : "Tcp",
        "sourcePortRange" : "*",
        "destinationPortRange" : "22",
        "sourceAddressPrefix" : "*",
        "destinationAddressPrefix" : "*",
        "access" : "Allow",
        "priority" : 100,
        "direction" : "Inbound"
      }
    }
  ]
}

6.10.17. Creating the control plane machines in Azure

You must create the control plane machines in Microsoft Azure for your cluster to use. One way to create these machines is to modify the provided Azure Resource Manager (ARM) template.

Note

By default, Microsoft Azure places control plane machines and compute machines in a pre-set availability zone. You can manually set an availability zone for a compute node or control plane node. To do this, modify a vendor’s Azure Resource Manager (ARM) template by specifying each of your availability zones in the zones parameter of the virtual machine resource.

If you do not use the provided ARM template to create your control plane machines, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, consider contacting Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure.
  • Create and configure networking and load balancers in Azure.
  • Create control plane and compute roles.
  • Create the bootstrap machine.

Procedure

  1. Copy the template from the ARM template for control plane machines section of this topic and save it as 05_masters.json in your cluster’s installation directory. This template describes the control plane machines that your cluster requires.
  2. Export the following variable needed by the control plane machine deployment:

    $ export MASTER_IGNITION=`cat <installation_directory>/master.ign | base64 | tr -d '\n'`
  3. Create the deployment by using the az CLI:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/05_masters.json" \
      --parameters masterIgnition="${MASTER_IGNITION}" \ 1
      --parameters baseName="${INFRA_ID}" 2
    1
    The Ignition content for the control plane nodes.
    2
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
6.10.17.1. ARM template for control plane machines

You can use the following Azure Resource Manager (ARM) template to deploy the control plane machines that you need for your OpenShift Container Platform cluster:

Example 6.11. 05_masters.json ARM template

{
  "$schema" : "https://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#",
  "contentVersion" : "1.0.0.0",
  "parameters" : {
    "baseName" : {
      "type" : "string",
      "minLength" : 1,
      "metadata" : {
        "description" : "Base name to be used in resource names (usually the cluster's Infra ID)"
      }
    },
    "vnetBaseName": {
      "type": "string",
      "defaultValue": "",
      "metadata" : {
        "description" : "The specific customer vnet's base name (optional)"
      }
    },
    "masterIgnition" : {
      "type" : "string",
      "metadata" : {
        "description" : "Ignition content for the master nodes"
      }
    },
    "numberOfMasters" : {
      "type" : "int",
      "defaultValue" : 3,
      "minValue" : 2,
      "maxValue" : 30,
      "metadata" : {
        "description" : "Number of OpenShift masters to deploy"
      }
    },
    "sshKeyData" : {
      "type" : "securestring",
      "defaultValue" : "Unused",
      "metadata" : {
        "description" : "Unused"
      }
    },
    "privateDNSZoneName" : {
      "type" : "string",
      "defaultValue" : "",
      "metadata" : {
        "description" : "unused"
      }
    },
    "masterVMSize" : {
      "type" : "string",
      "defaultValue" : "Standard_D8s_v3",
      "metadata" : {
        "description" : "The size of the Master Virtual Machines"
      }
    },
    "diskSizeGB" : {
      "type" : "int",
      "defaultValue" : 1024,
      "metadata" : {
        "description" : "Size of the Master VM OS disk, in GB"
      }
    }
  },
  "variables" : {
    "location" : "[resourceGroup().location]",
    "virtualNetworkName" : "[concat(if(not(empty(parameters('vnetBaseName'))), parameters('vnetBaseName'), parameters('baseName')), '-vnet')]",
    "virtualNetworkID" : "[resourceId('Microsoft.Network/virtualNetworks', variables('virtualNetworkName'))]",
    "masterSubnetName" : "[concat(if(not(empty(parameters('vnetBaseName'))), parameters('vnetBaseName'), parameters('baseName')), '-master-subnet')]",
    "masterSubnetRef" : "[concat(variables('virtualNetworkID'), '/subnets/', variables('masterSubnetName'))]",
    "masterLoadBalancerName" : "[concat(parameters('baseName'), '-public-lb')]",
    "internalLoadBalancerName" : "[concat(parameters('baseName'), '-internal-lb')]",
    "sshKeyPath" : "/home/core/.ssh/authorized_keys",
    "identityName" : "[concat(parameters('baseName'), '-identity')]",
    "imageName" : "[concat(parameters('baseName'), '-image')]",
    "copy" : [
      {
        "name" : "vmNames",
        "count" :  "[parameters('numberOfMasters')]",
        "input" : "[concat(parameters('baseName'), '-master-', copyIndex('vmNames'))]"
      }
    ]
  },
  "resources" : [
    {
      "apiVersion" : "2018-06-01",
      "type" : "Microsoft.Network/networkInterfaces",
      "copy" : {
        "name" : "nicCopy",
        "count" : "[length(variables('vmNames'))]"
      },
      "name" : "[concat(variables('vmNames')[copyIndex()], '-nic')]",
      "location" : "[variables('location')]",
      "properties" : {
        "ipConfigurations" : [
          {
            "name" : "pipConfig",
            "properties" : {
              "privateIPAllocationMethod" : "Dynamic",
              "subnet" : {
                "id" : "[variables('masterSubnetRef')]"
              },
              "loadBalancerBackendAddressPools" : [
                {
                  "id" : "[concat('/subscriptions/', subscription().subscriptionId, '/resourceGroups/', resourceGroup().name, '/providers/Microsoft.Network/loadBalancers/', variables('masterLoadBalancerName'), '/backendAddressPools/public-lb-backend')]"
                },
                {
                  "id" : "[concat('/subscriptions/', subscription().subscriptionId, '/resourceGroups/', resourceGroup().name, '/providers/Microsoft.Network/loadBalancers/', variables('internalLoadBalancerName'), '/backendAddressPools/internal-lb-backend')]"
                }
              ]
            }
          }
        ]
      }
    },
    {
      "apiVersion" : "2018-06-01",
      "type" : "Microsoft.Compute/virtualMachines",
      "copy" : {
        "name" : "vmCopy",
        "count" : "[length(variables('vmNames'))]"
      },
      "name" : "[variables('vmNames')[copyIndex()]]",
      "location" : "[variables('location')]",
      "identity" : {
        "type" : "userAssigned",
        "userAssignedIdentities" : {
          "[resourceID('Microsoft.ManagedIdentity/userAssignedIdentities/', variables('identityName'))]" : {}
        }
      },
      "dependsOn" : [
        "[concat('Microsoft.Network/networkInterfaces/', concat(variables('vmNames')[copyIndex()], '-nic'))]"
      ],
      "properties" : {
        "hardwareProfile" : {
          "vmSize" : "[parameters('masterVMSize')]"
        },
        "osProfile" : {
          "computerName" : "[variables('vmNames')[copyIndex()]]",
          "adminUsername" : "core",
          "adminPassword" : "NotActuallyApplied!",
          "customData" : "[parameters('masterIgnition')]",
          "linuxConfiguration" : {
            "disablePasswordAuthentication" : false
          }
        },
        "storageProfile" : {
          "imageReference": {
            "id": "[resourceId('Microsoft.Compute/images', variables('imageName'))]"
          },
          "osDisk" : {
            "name": "[concat(variables('vmNames')[copyIndex()], '_OSDisk')]",
            "osType" : "Linux",
            "createOption" : "FromImage",
            "caching": "ReadOnly",
            "writeAcceleratorEnabled": false,
            "managedDisk": {
              "storageAccountType": "Premium_LRS"
            },
            "diskSizeGB" : "[parameters('diskSizeGB')]"
          }
        },
        "networkProfile" : {
          "networkInterfaces" : [
            {
              "id" : "[resourceId('Microsoft.Network/networkInterfaces', concat(variables('vmNames')[copyIndex()], '-nic'))]",
              "properties": {
                "primary": false
              }
            }
          ]
        }
      }
    }
  ]
}

6.10.18. Wait for bootstrap completion and remove bootstrap resources in Azure

After you create all of the required infrastructure in Microsoft Azure, wait for the bootstrap process to complete on the machines that you provisioned by using the Ignition config files that you generated with the installation program.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure.
  • Create and configure networking and load balancers in Azure.
  • Create control plane and compute roles.
  • Create the bootstrap machine.
  • Create the control plane machines.

Procedure

  1. Change to the directory that contains the installation program and run the following command:

    $ ./openshift-install wait-for bootstrap-complete --dir <installation_directory> \ 1
        --log-level info 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different installation details, specify warn, debug, or error instead of info.

    If the command exits without a FATAL warning, your production control plane has initialized.

  2. Delete the bootstrap resources:

    $ az network nsg rule delete -g ${RESOURCE_GROUP} --nsg-name ${INFRA_ID}-nsg --name bootstrap_ssh_in
    $ az vm stop -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap
    $ az vm deallocate -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap
    $ az vm delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap --yes
    $ az disk delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap_OSDisk --no-wait --yes
    $ az network nic delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap-nic --no-wait
    $ az storage blob delete --account-key ${ACCOUNT_KEY} --account-name ${CLUSTER_NAME}sa --container-name files --name bootstrap.ign
    $ az network public-ip delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap-ssh-pip
Note

If you do not delete the bootstrap server, installation may not succeed due to API traffic being routed to the bootstrap server.

6.10.19. Creating additional worker machines in Azure

You can create worker machines in Microsoft Azure for your cluster to use by launching individual instances discretely or by automated processes outside the cluster, such as auto scaling groups. You can also take advantage of the built-in cluster scaling mechanisms and the machine API in OpenShift Container Platform.

In this example, you manually launch one instance by using the Azure Resource Manager (ARM) template. Additional instances can be launched by including additional resources of type 06_workers.json in the file.

Note

By default, Microsoft Azure places control plane machines and compute machines in a pre-set availability zone. You can manually set an availability zone for a compute node or control plane node. To do this, modify a vendor’s ARM template by specifying each of your availability zones in the zones parameter of the virtual machine resource.

If you do not use the provided ARM template to create your control plane machines, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, consider contacting Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure.
  • Create and configure networking and load balancers in Azure.
  • Create control plane and compute roles.
  • Create the bootstrap machine.
  • Create the control plane machines.

Procedure

  1. Copy the template from the ARM template for worker machines section of this topic and save it as 06_workers.json in your cluster’s installation directory. This template describes the worker machines that your cluster requires.
  2. Export the following variable needed by the worker machine deployment:

    $ export WORKER_IGNITION=`cat <installation_directory>/worker.ign | base64 | tr -d '\n'`
  3. Create the deployment by using the az CLI:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/06_workers.json" \
      --parameters workerIgnition="${WORKER_IGNITION}" \ 1
      --parameters baseName="${INFRA_ID}" 2
    1
    The Ignition content for the worker nodes.
    2
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
6.10.19.1. ARM template for worker machines

You can use the following Azure Resource Manager (ARM) template to deploy the worker machines that you need for your OpenShift Container Platform cluster:

Example 6.12. 06_workers.json ARM template

{
  "$schema" : "https://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#",
  "contentVersion" : "1.0.0.0",
  "parameters" : {
    "baseName" : {
      "type" : "string",
      "minLength" : 1,
      "metadata" : {
        "description" : "Base name to be used in resource names (usually the cluster's Infra ID)"
      }
    },
    "vnetBaseName": {
      "type": "string",
      "defaultValue": "",
      "metadata" : {
        "description" : "The specific customer vnet's base name (optional)"
      }
    },
    "workerIgnition" : {
      "type" : "string",
      "metadata" : {
        "description" : "Ignition content for the worker nodes"
      }
    },
    "numberOfNodes" : {
      "type" : "int",
      "defaultValue" : 3,
      "minValue" : 2,
      "maxValue" : 30,
      "metadata" : {
        "description" : "Number of OpenShift compute nodes to deploy"
      }
    },
    "sshKeyData" : {
      "type" : "securestring",
      "defaultValue" : "Unused",
      "metadata" : {
        "description" : "Unused"
      }
    },
    "nodeVMSize" : {
      "type" : "string",
      "defaultValue" : "Standard_D4s_v3",
      "metadata" : {
        "description" : "The size of the each Node Virtual Machine"
      }
    }
  },
  "variables" : {
    "location" : "[resourceGroup().location]",
    "virtualNetworkName" : "[concat(if(not(empty(parameters('vnetBaseName'))), parameters('vnetBaseName'), parameters('baseName')), '-vnet')]",
    "virtualNetworkID" : "[resourceId('Microsoft.Network/virtualNetworks', variables('virtualNetworkName'))]",
    "nodeSubnetName" : "[concat(if(not(empty(parameters('vnetBaseName'))), parameters('vnetBaseName'), parameters('baseName')), '-worker-subnet')]",
    "nodeSubnetRef" : "[concat(variables('virtualNetworkID'), '/subnets/', variables('nodeSubnetName'))]",
    "infraLoadBalancerName" : "[parameters('baseName')]",
    "sshKeyPath" : "/home/capi/.ssh/authorized_keys",
    "identityName" : "[concat(parameters('baseName'), '-identity')]",
    "imageName" : "[concat(parameters('baseName'), '-image')]",
    "copy" : [
      {
        "name" : "vmNames",
        "count" :  "[parameters('numberOfNodes')]",
        "input" : "[concat(parameters('baseName'), '-worker-', variables('location'), '-', copyIndex('vmNames', 1))]"
      }
    ]
  },
  "resources" : [
    {
      "apiVersion" : "2019-05-01",
      "name" : "[concat('node', copyIndex())]",
      "type" : "Microsoft.Resources/deployments",
      "copy" : {
        "name" : "nodeCopy",
        "count" : "[length(variables('vmNames'))]"
      },
      "properties" : {
        "mode" : "Incremental",
        "template" : {
          "$schema" : "http://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#",
          "contentVersion" : "1.0.0.0",
          "resources" : [
            {
              "apiVersion" : "2018-06-01",
              "type" : "Microsoft.Network/networkInterfaces",
              "name" : "[concat(variables('vmNames')[copyIndex()], '-nic')]",
              "location" : "[variables('location')]",
              "properties" : {
                "ipConfigurations" : [
                  {
                    "name" : "pipConfig",
                    "properties" : {
                      "privateIPAllocationMethod" : "Dynamic",
                      "subnet" : {
                        "id" : "[variables('nodeSubnetRef')]"
                      }
                    }
                  }
                ]
              }
            },
            {
              "apiVersion" : "2018-06-01",
              "type" : "Microsoft.Compute/virtualMachines",
              "name" : "[variables('vmNames')[copyIndex()]]",
              "location" : "[variables('location')]",
              "tags" : {
                "kubernetes.io-cluster-ffranzupi": "owned"
              },
              "identity" : {
                "type" : "userAssigned",
                "userAssignedIdentities" : {
                  "[resourceID('Microsoft.ManagedIdentity/userAssignedIdentities/', variables('identityName'))]" : {}
                }
              },
              "dependsOn" : [
                "[concat('Microsoft.Network/networkInterfaces/', concat(variables('vmNames')[copyIndex()], '-nic'))]"
              ],
              "properties" : {
                "hardwareProfile" : {
                  "vmSize" : "[parameters('nodeVMSize')]"
                },
                "osProfile" : {
                  "computerName" : "[variables('vmNames')[copyIndex()]]",
                  "adminUsername" : "capi",
                  "adminPassword" : "NotActuallyApplied!",
                  "customData" : "[parameters('workerIgnition')]",
                  "linuxConfiguration" : {
                    "disablePasswordAuthentication" : false
                  }
                },
                "storageProfile" : {
                  "imageReference": {
                    "id": "[resourceId('Microsoft.Compute/images', variables('imageName'))]"
                  },
                  "osDisk" : {
                    "name": "[concat(variables('vmNames')[copyIndex()],'_OSDisk')]",
                    "osType" : "Linux",
                    "createOption" : "FromImage",
                    "managedDisk": {
                      "storageAccountType": "Premium_LRS"
                    },
                    "diskSizeGB": 128
                  }
                },
                "networkProfile" : {
                  "networkInterfaces" : [
                    {
                      "id" : "[resourceId('Microsoft.Network/networkInterfaces', concat(variables('vmNames')[copyIndex()], '-nic'))]",
                      "properties": {
                        "primary": true
                      }
                    }
                  ]
                }
              }
            }
          ]
        }
      }
    }
  ]
}

6.10.20. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

6.10.21. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

6.10.22. Approving the certificate signing requests for your machines

When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself. The client requests must be approved first, followed by the server requests.

Prerequisites

  • You added machines to your cluster.

Procedure

  1. Confirm that the cluster recognizes the machines:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  63m  v1.23.0
    master-1  Ready     master  63m  v1.23.0
    master-2  Ready     master  64m  v1.23.0

    The output lists all of the machines that you created.

    Note

    The preceding output might not include the compute nodes, also known as worker nodes, until some CSRs are approved.

  2. Review the pending CSRs and ensure that you see the client requests with the Pending or Approved status for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-8b2br   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    csr-8vnps   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    ...

    In this example, two machines are joining the cluster. You might see more approved CSRs in the list.

  3. If the CSRs were not approved, after all of the pending CSRs for the machines you added are in Pending status, approve the CSRs for your cluster machines:

    Note

    Because the CSRs rotate automatically, approve your CSRs within an hour of adding the machines to the cluster. If you do not approve them within an hour, the certificates will rotate, and more than two certificates will be present for each node. You must approve all of these certificates. After the client CSR is approved, the Kubelet creates a secondary CSR for the serving certificate, which requires manual approval. Then, subsequent serving certificate renewal requests are automatically approved by the machine-approver if the Kubelet requests a new certificate with identical parameters.

    Note

    For clusters running on platforms that are not machine API enabled, such as bare metal and other user-provisioned infrastructure, you must implement a method of automatically approving the kubelet serving certificate requests (CSRs). If a request is not approved, then the oc exec, oc rsh, and oc logs commands cannot succeed, because a serving certificate is required when the API server connects to the kubelet. Any operation that contacts the Kubelet endpoint requires this certificate approval to be in place. The method must watch for new CSRs, confirm that the CSR was submitted by the node-bootstrapper service account in the system:node or system:admin groups, and confirm the identity of the node.

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs --no-run-if-empty oc adm certificate approve
      Note

      Some Operators might not become available until some CSRs are approved.

  4. Now that your client requests are approved, you must review the server requests for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-bfd72   5m26s   system:node:ip-10-0-50-126.us-east-2.compute.internal                       Pending
    csr-c57lv   5m26s   system:node:ip-10-0-95-157.us-east-2.compute.internal                       Pending
    ...

  5. If the remaining CSRs are not approved, and are in the Pending status, approve the CSRs for your cluster machines:

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs oc adm certificate approve
  6. After all client and server CSRs have been approved, the machines have the Ready status. Verify this by running the following command:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  73m  v1.23.0
    master-1  Ready     master  73m  v1.23.0
    master-2  Ready     master  74m  v1.23.0
    worker-0  Ready     worker  11m  v1.23.0
    worker-1  Ready     worker  11m  v1.23.0

    Note

    It can take a few minutes after approval of the server CSRs for the machines to transition to the Ready status.

Additional information

6.10.23. Adding the Ingress DNS records

If you removed the DNS Zone configuration when creating Kubernetes manifests and generating Ignition configs, you must manually create DNS records that point at the Ingress load balancer. You can create either a wildcard *.apps.{baseDomain}. or specific records. You can use A, CNAME, and other records per your requirements.

Prerequisites

  • You deployed an OpenShift Container Platform cluster on Microsoft Azure by using infrastructure that you provisioned.
  • Install the OpenShift CLI (oc).
  • Install or update the Azure CLI.

Procedure

  1. Confirm the Ingress router has created a load balancer and populated the EXTERNAL-IP field:

    $ oc -n openshift-ingress get service router-default

    Example output

    NAME             TYPE           CLUSTER-IP      EXTERNAL-IP     PORT(S)                      AGE
    router-default   LoadBalancer   172.30.20.10   35.130.120.110   80:32288/TCP,443:31215/TCP   20

  2. Export the Ingress router IP as a variable:

    $ export PUBLIC_IP_ROUTER=`oc -n openshift-ingress get service router-default --no-headers | awk '{print $4}'`
  3. Add a *.apps record to the public DNS zone.

    1. If you are adding this cluster to a new public zone, run:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${CLUSTER_NAME}.${BASE_DOMAIN} -n *.apps -a ${PUBLIC_IP_ROUTER} --ttl 300
    2. If you are adding this cluster to an already existing public zone, run:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${BASE_DOMAIN} -n *.apps.${CLUSTER_NAME} -a ${PUBLIC_IP_ROUTER} --ttl 300
  4. Add a *.apps record to the private DNS zone:

    1. Create a *.apps record by using the following command:

      $ az network private-dns record-set a create -g ${RESOURCE_GROUP} -z ${CLUSTER_NAME}.${BASE_DOMAIN} -n *.apps --ttl 300
    2. Add the *.apps record to the private DNS zone by using the following command:

      $ az network private-dns record-set a add-record -g ${RESOURCE_GROUP} -z ${CLUSTER_NAME}.${BASE_DOMAIN} -n *.apps -a ${PUBLIC_IP_ROUTER}

If you prefer to add explicit domains instead of using a wildcard, you can create entries for each of the cluster’s current routes:

$ oc get --all-namespaces -o jsonpath='{range .items[*]}{range .status.ingress[*]}{.host}{"\n"}{end}{end}' routes

Example output

oauth-openshift.apps.cluster.basedomain.com
console-openshift-console.apps.cluster.basedomain.com
downloads-openshift-console.apps.cluster.basedomain.com
alertmanager-main-openshift-monitoring.apps.cluster.basedomain.com
grafana-openshift-monitoring.apps.cluster.basedomain.com
prometheus-k8s-openshift-monitoring.apps.cluster.basedomain.com

6.10.24. Completing an Azure installation on user-provisioned infrastructure

After you start the OpenShift Container Platform installation on Microsoft Azure user-provisioned infrastructure, you can monitor the cluster events until the cluster is ready.

Prerequisites

  • Deploy the bootstrap machine for an OpenShift Container Platform cluster on user-provisioned Azure infrastructure.
  • Install the oc CLI and log in.

Procedure

  • Complete the cluster installation:

    $ ./openshift-install --dir <installation_directory> wait-for install-complete 1

    Example output

    INFO Waiting up to 30m0s for the cluster to initialize...

    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

6.10.25. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

6.11. Uninstalling a cluster on Azure

You can remove a cluster that you deployed to Microsoft Azure.

6.11.1. Removing a cluster that uses installer-provisioned infrastructure

You can remove a cluster that uses installer-provisioned infrastructure from your cloud.

Note

After uninstallation, check your cloud provider for any resources not removed properly, especially with User Provisioned Infrastructure (UPI) clusters. There might be resources that the installer did not create or that the installer is unable to access.

Prerequisites

  • Have a copy of the installation program that you used to deploy the cluster.
  • Have the files that the installation program generated when you created your cluster.

While you can uninstall the cluster using the copy of the installation program that was used to deploy it, using OpenShift Container Platform version 4.13 or later is recommended.

The removal of service principals is dependent on the Microsoft Azure AD Graph API. Using version 4.13 or later of the installation program ensures that service principals are removed without the need for manual intervention, if and when Microsoft decides to retire the Azure AD Graph API.

Procedure

  1. From the directory that contains the installation program on the computer that you used to install the cluster, run the following command:

    $ ./openshift-install destroy cluster \
    --dir <installation_directory> --log-level info 1 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different details, specify warn, debug, or error instead of info.
    Note

    You must specify the directory that contains the cluster definition files for your cluster. The installation program requires the metadata.json file in this directory to delete the cluster.

  1. Optional: Delete the <installation_directory> directory and the OpenShift Container Platform installation program.

Chapter 7. Installing on Azure Stack Hub

7.1. Preparing to install on Azure Stack Hub

7.1.1. Prerequisites

7.1.2. Requirements for installing OpenShift Container Platform on Azure Stack Hub

Before installing OpenShift Container Platform on Microsoft Azure Stack Hub, you must configure an Azure account.

See Configuring an Azure Stack Hub account for details about account configuration, account limits, DNS zone configuration, required roles, and creating service principals.

7.1.3. Choosing a method to install OpenShift Container Platform on Azure Stack Hub

You can install OpenShift Container Platform on installer-provisioned or user-provisioned infrastructure. The default installation type uses installer-provisioned infrastructure, where the installation program provisions the underlying infrastructure for the cluster. You can also install OpenShift Container Platform on infrastructure that you provision. If you do not use infrastructure that the installation program provisions, you must manage and maintain the cluster resources yourself.

See Installation process for more information about installer-provisioned and user-provisioned installation processes.

7.1.3.1. Installing a cluster on installer-provisioned infrastructure

You can install a cluster on Azure Stack Hub infrastructure that is provisioned by the OpenShift Container Platform installation program, by using the following method:

7.1.3.2. Installing a cluster on user-provisioned infrastructure

You can install a cluster on Azure Stack Hub infrastructure that you provision, by using the following method:

7.1.4. Next steps

7.2. Configuring an Azure Stack Hub account

Before you can install OpenShift Container Platform, you must configure a Microsoft Azure account.

Important

All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

7.2.1. Azure Stack Hub account limits

The OpenShift Container Platform cluster uses a number of Microsoft Azure Stack Hub components, and the default Quota types in Azure Stack Hub affect your ability to install OpenShift Container Platform clusters.

The following table summarizes the Azure Stack Hub components whose limits can impact your ability to install and run OpenShift Container Platform clusters.

ComponentNumber of components required by defaultDescription

vCPU

56

A default cluster requires 56 vCPUs, so you must increase the account limit.

By default, each cluster creates the following instances:

  • One bootstrap machine, which is removed after installation
  • Three control plane machines
  • Three compute machines

Because the bootstrap, control plane, and worker machines use Standard_DS4_v2 virtual machines, which use 8 vCPUs, a default cluster requires 56 vCPUs. The bootstrap node VM is used only during installation.

To deploy more worker nodes, enable autoscaling, deploy large workloads, or use a different instance type, you must further increase the vCPU limit for your account to ensure that your cluster can deploy the machines that you require.

VNet

1

Each default cluster requires one Virtual Network (VNet), which contains two subnets.

Network interfaces

7

Each default cluster requires seven network interfaces. If you create more machines or your deployed workloads create load balancers, your cluster uses more network interfaces.

Network security groups

2

Each cluster creates network security groups for each subnet in the VNet. The default cluster creates network security groups for the control plane and for the compute node subnets:

controlplane

Allows the control plane machines to be reached on port 6443 from anywhere

node

Allows worker nodes to be reached from the internet on ports 80 and 443

Network load balancers

3

Each cluster creates the following load balancers:

default

Public IP address that load balances requests to ports 80 and 443 across worker machines

internal

Private IP address that load balances requests to ports 6443 and 22623 across control plane machines

external

Public IP address that load balances requests to port 6443 across control plane machines

If your applications create more Kubernetes LoadBalancer service objects, your cluster uses more load balancers.

Public IP addresses

2

The public load balancer uses a public IP address. The bootstrap machine also uses a public IP address so that you can SSH into the machine to troubleshoot issues during installation. The IP address for the bootstrap node is used only during installation.

Private IP addresses

7

The internal load balancer, each of the three control plane machines, and each of the three worker machines each use a private IP address.

Additional resources

7.2.2. Configuring a DNS zone in Azure Stack Hub

To successfully install OpenShift Container Platform on Azure Stack Hub, you must create DNS records in an Azure Stack Hub DNS zone. The DNS zone must be authoritative for the domain. To delegate a registrar’s DNS zone to Azure Stack Hub, see Microsoft’s documentation for Azure Stack Hub datacenter DNS integration.

7.2.3. Required Azure Stack Hub roles

Your Microsoft Azure Stack Hub account must have the following roles for the subscription that you use:

  • Owner

To set roles on the Azure portal, see the Manage access to resources in Azure Stack Hub with role-based access control in the Microsoft documentation.

7.2.4. Creating a service principal

Because OpenShift Container Platform and its installation program create Microsoft Azure resources by using the Azure Resource Manager, you must create a service principal to represent it.

Prerequisites

  • Install or update the Azure CLI.
  • Your Azure account has the required roles for the subscription that you use.

Procedure

  1. Register your environment:

    $ az cloud register -n AzureStackCloud --endpoint-resource-manager <endpoint> 1
    1
    Specify the Azure Resource Manager endpoint, `https://management.<region>.<fqdn>/`.

    See the Microsoft documentation for details.

  2. Set the active environment:

    $ az cloud set -n AzureStackCloud
  3. Update your environment configuration to use the specific API version for Azure Stack Hub:

    $ az cloud update --profile 2019-03-01-hybrid
  4. Log in to the Azure CLI:

    $ az login

    If you are in a multitenant environment, you must also supply the tenant ID.

  5. If your Azure account uses subscriptions, ensure that you are using the right subscription:

    1. View the list of available accounts and record the tenantId value for the subscription you want to use for your cluster:

      $ az account list --refresh

      Example output

      [
        {
          "cloudName": AzureStackCloud",
          "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
          "isDefault": true,
          "name": "Subscription Name",
          "state": "Enabled",
          "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee",
          "user": {
            "name": "you@example.com",
            "type": "user"
          }
        }
      ]

    2. View your active account details and confirm that the tenantId value matches the subscription you want to use:

      $ az account show

      Example output

      {
        "environmentName": AzureStackCloud",
        "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee", 1
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

      1
      Ensure that the value of the tenantId parameter is the correct subscription ID.
    3. If you are not using the right subscription, change the active subscription:

      $ az account set -s <subscription_id> 1
      1
      Specify the subscription ID.
    4. Verify the subscription ID update:

      $ az account show

      Example output

      {
        "environmentName": AzureStackCloud",
        "id": "33212d16-bdf6-45cb-b038-f6565b61edda",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee",
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

  6. Record the tenantId and id parameter values from the output. You need these values during the OpenShift Container Platform installation.
  7. Create the service principal for your account:

    $ az ad sp create-for-rbac --role Contributor --name <service_principal> \ 1
      --scopes /subscriptions/<subscription_id> 2
      --years <years> 3
    1
    Specify the service principal name.
    2
    Specify the subscription ID.
    3
    Specify the number of years. By default, a service principal expires in one year. By using the --years option you can extend the validity of your service principal.

    Example output

    Creating 'Contributor' role assignment under scope '/subscriptions/<subscription_id>'
    The output includes credentials that you must protect. Be sure that you do not
    include these credentials in your code or check the credentials into your source
    control. For more information, see https://aka.ms/azadsp-cli
    {
      "appId": "ac461d78-bf4b-4387-ad16-7e32e328aec6",
      "displayName": <service_principal>",
      "password": "00000000-0000-0000-0000-000000000000",
      "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee"
    }

  8. Record the values of the appId and password parameters from the previous output. You need these values during OpenShift Container Platform installation.

Additional resources

7.2.5. Next steps

7.3. Installing a cluster on Azure Stack Hub with an installer-provisioned infrastructure

In OpenShift Container Platform version 4.10, you can install a cluster on Microsoft Azure Stack Hub with an installer-provisioned infrastructure. However, you must manually configure the install-config.yaml file to specify values that are specific to Azure Stack Hub.

Note

While you can select azure when using the installation program to deploy a cluster using installer-provisioned infrastructure, this option is only supported for the Azure Public Cloud.

7.3.1. Prerequisites

7.3.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

7.3.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

7.3.4. Uploading the RHCOS cluster image

You must download the RHCOS virtual hard disk (VHD) cluster image and upload it to your Azure Stack Hub environment so that it is accessible during deployment.

Prerequisites

  • Configure an Azure account.

Procedure

  1. Obtain the RHCOS VHD cluster image:

    1. Export the URL of the RHCOS VHD to an environment variable.

      $ export COMPRESSED_VHD_URL=$(openshift-install coreos print-stream-json | jq -r '.architectures.x86_64.artifacts.azurestack.formats."vhd.gz".disk.location')
    2. Download the compressed RHCOS VHD file locally.

      $ curl -O -L ${COMPRESSED_VHD_URL}
  2. Decompress the VHD file.

    Note

    The decompressed VHD file is approximately 16 GB, so be sure that your host system has 16 GB of free space available. The VHD file can be deleted once you have uploaded it.

  3. Upload the local VHD to the Azure Stack Hub environment, making sure that the blob is publicly available. For example, you can upload the VHD to a blob using the az cli or the web portal.

7.3.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select Azure as the cloud provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

7.3.6. Manually creating the installation configuration file

When installing OpenShift Container Platform on Microsoft Azure Stack Hub, you must manually create your installation configuration file.

Prerequisites

  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

    Make the following modifications:

    1. Specify the required installation parameters.
    2. Update the platform.azure section to specify the parameters that are specific to Azure Stack Hub.
    3. Optional: Update one or more of the default configuration parameters to customize the installation.

      For more information about the parameters, see "Installation configuration parameters".

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

7.3.6.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide a customized install-config.yaml installation configuration file that describes the details for your environment.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

7.3.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 7.1. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
7.3.6.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 7.2. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

7.3.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 7.3. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. The default value is External.

Setting this field to Internal is not supported on non-cloud platforms and IBM Cloud VPC.

Important

If the value of the field is set to Internal, the cluster will become non-functional. For more information, refer to BZ#1953035.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
7.3.6.1.4. Additional Azure Stack Hub configuration parameters

Additional Azure configuration parameters are described in the following table:

Table 7.4. Additional Azure Stack Hub parameters
ParameterDescriptionValues

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS or premium_LRS. The default is premium_LRS.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS.

platform.azure.armEndpoint

The URL of the Azure Resource Manager endpoint that your Azure Stack Hub operator provides.

String

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.region

The name of your Azure Stack Hub local region.

String

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints.

AzureStackCloud

clusterOSImage

The URL of a storage blob in the Azure Stack environment that contains an RHCOS VHD.

String, for example, https://vhdsa.blob.example.example.com/vhd/rhcos-410.84.202112040202-0-azurestack.x86_64.vhd

7.3.6.2. Sample customized install-config.yaml file for Azure Stack Hub

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. Use it as a resource to enter parameter values into the installation configuration file that you created manually.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Manual
controlPlane: 2 3
  name: master
  platform:
    azure:
      osDisk:
        diskSizeGB: 1024 4
        diskType: premium_LRS
  replicas: 3
compute: 5
- name: worker
  platform:
    azure:
      osDisk:
        diskSizeGB: 512 6
        diskType: premium_LRS
  replicas: 3
metadata:
  name: test-cluster 7 8
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    armEndpoint: azurestack_arm_endpoint 9 10
    baseDomainResourceGroupName: resource_group 11 12
    region: azure_stack_local_region 13 14
    resourceGroupName: existing_resource_group 15
    outboundType: Loadbalancer
    cloudName: AzureStackCloud 16
    clusterOSimage: https://vhdsa.blob.example.example.com/vhd/rhcos-410.84.202112040202-0-azurestack.x86_64.vhd 17 18
pullSecret: '{"auths": ...}' 19 20
fips: false 21
sshKey: ssh-ed25519 AAAA... 22
additionalTrustBundle: | 23
    -----BEGIN CERTIFICATE-----
    <MY_TRUSTED_CA_CERT>
    -----END CERTIFICATE-----
1 7 9 11 13 16 17 19
Required.
2 5
If you do not provide these parameters and values, the installation program provides the default value.
3
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Although both sections currently define a single machine pool, it is possible that future versions of OpenShift Container Platform will support defining multiple compute pools during installation. Only one control plane pool is used.
4 6
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
8
The name of the cluster.
10
The Azure Resource Manager endpoint that your Azure Stack Hub operator provides.
12
The name of the resource group that contains the DNS zone for your base domain.
14
The name of your Azure Stack Hub local region.
15
The name of an existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
18
The URL of a storage blob in the Azure Stack environment that contains an RHCOS VHD.
20
The pull secret required to authenticate your cluster.
21
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

22
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

23
If the Azure Stack Hub environment is using an internal Certificate Authority (CA), adding the CA certificate is required.

7.3.7. Manually manage cloud credentials

The Cloud Credential Operator (CCO) only supports your cloud provider in manual mode. As a result, you must specify the identity and access management (IAM) secrets for your cloud provider.

Procedure

  1. Generate the manifests by running the following command from the directory that contains the installation program:

    $ openshift-install create manifests --dir <installation_directory>

    where <installation_directory> is the directory in which the installation program creates files.

  2. From the directory that contains the installation program, obtain details of the OpenShift Container Platform release image that your openshift-install binary is built to use by running the following command:

    $ openshift-install version

    Example output

    release image quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64

  3. Locate all CredentialsRequest objects in this release image that target the cloud you are deploying on by running the following command:

    $ oc adm release extract quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64 \
      --credentials-requests \
      --cloud=azure

    This command creates a YAML file for each CredentialsRequest object.

    Sample CredentialsRequest object

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AzureProviderSpec
        roleBindings:
        - role: Contributor
      ...

  4. Create YAML files for secrets in the openshift-install manifests directory that you generated previously. The secrets must be stored using the namespace and secret name defined in the spec.secretRef for each CredentialsRequest object.

    Sample CredentialsRequest object with secrets

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AzureProviderSpec
        roleBindings:
        - role: Contributor
          ...
      secretRef:
        name: <component-secret>
        namespace: <component-namespace>
      ...

    Sample Secret object

    apiVersion: v1
    kind: Secret
    metadata:
      name: <component-secret>
      namespace: <component-namespace>
    data:
      azure_subscription_id: <base64_encoded_azure_subscription_id>
      azure_client_id: <base64_encoded_azure_client_id>
      azure_client_secret: <base64_encoded_azure_client_secret>
      azure_tenant_id: <base64_encoded_azure_tenant_id>
      azure_resource_prefix: <base64_encoded_azure_resource_prefix>
      azure_resourcegroup: <base64_encoded_azure_resourcegroup>
      azure_region: <base64_encoded_azure_region>

    Important

    The release image includes CredentialsRequest objects for Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set. You can identify these objects by their use of the release.openshift.io/feature-gate: TechPreviewNoUpgrade annotation.

    • If you are not using any of these features, do not create secrets for these objects. Creating secrets for Technology Preview features that you are not using can cause the installation to fail.
    • If you are using any of these features, you must create secrets for the corresponding objects.
    • To find CredentialsRequest objects with the TechPreviewNoUpgrade annotation, run the following command:

      $ grep "release.openshift.io/feature-gate" *

      Example output

      0000_30_capi-operator_00_credentials-request.yaml:  release.openshift.io/feature-gate: TechPreviewNoUpgrade

    Important

    Before upgrading a cluster that uses manually maintained credentials, you must ensure that the CCO is in an upgradeable state.

7.3.8. Configuring the cluster to use an internal CA

If the Azure Stack Hub environment is using an internal Certificate Authority (CA), update the cluster-proxy-01-config.yaml file to configure the cluster to use the internal CA.

Prerequisites

  • Create the install-config.yaml file and specify the certificate trust bundle in .pem format.
  • Create the cluster manifests.

Procedure

  1. From the directory in which the installation program creates files, go to the manifests directory.
  2. Add user-ca-bundle to the spec.trustedCA.name field.

    Example cluster-proxy-01-config.yaml file

    apiVersion: config.openshift.io/v1
    kind: Proxy
    metadata:
      creationTimestamp: null
      name: cluster
    spec:
      trustedCA:
        name: user-ca-bundle
    status: {}

  3. Optional: Back up the manifests/ cluster-proxy-01-config.yaml file. The installation program consumes the manifests/ directory when you deploy the cluster.

7.3.9. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

7.3.10. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

7.3.11. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

7.3.12. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

7.3.13. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

7.3.14. Next steps

7.4. Installing a cluster on Azure Stack Hub with network customizations

In OpenShift Container Platform version 4.10, you can install a cluster with a customized network configuration on infrastructure that the installation program provisions on Azure Stack Hub. By customizing your network configuration, your cluster can coexist with existing IP address allocations in your environment and integrate with existing MTU and VXLAN configurations.

Note

While you can select azure when using the installation program to deploy a cluster using installer-provisioned infrastructure, this option is only supported for the Azure Public Cloud.

7.4.1. Prerequisites

7.4.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

7.4.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

7.4.4. Uploading the RHCOS cluster image

You must download the RHCOS virtual hard disk (VHD) cluster image and upload it to your Azure Stack Hub environment so that it is accessible during deployment.

Prerequisites

  • Configure an Azure account.

Procedure

  1. Obtain the RHCOS VHD cluster image:

    1. Export the URL of the RHCOS VHD to an environment variable.

      $ export COMPRESSED_VHD_URL=$(openshift-install coreos print-stream-json | jq -r '.architectures.x86_64.artifacts.azurestack.formats."vhd.gz".disk.location')
    2. Download the compressed RHCOS VHD file locally.

      $ curl -O -L ${COMPRESSED_VHD_URL}
  2. Decompress the VHD file.

    Note

    The decompressed VHD file is approximately 16 GB, so be sure that your host system has 16 GB of free space available. The VHD file can be deleted once you have uploaded it.

  3. Upload the local VHD to the Azure Stack Hub environment, making sure that the blob is publicly available. For example, you can upload the VHD to a blob using the az cli or the web portal.

7.4.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select Azure as the cloud provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

7.4.6. Manually creating the installation configuration file

When installing OpenShift Container Platform on Microsoft Azure Stack Hub, you must manually create your installation configuration file.

Prerequisites

  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

    Make the following modifications:

    1. Specify the required installation parameters.
    2. Update the platform.azure section to specify the parameters that are specific to Azure Stack Hub.
    3. Optional: Update one or more of the default configuration parameters to customize the installation.

      For more information about the parameters, see "Installation configuration parameters".

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

7.4.6.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide a customized install-config.yaml installation configuration file that describes the details for your environment.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

7.4.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 7.5. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
7.4.6.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 7.6. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

7.4.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 7.7. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. The default value is External.

Setting this field to Internal is not supported on non-cloud platforms and IBM Cloud VPC.

Important

If the value of the field is set to Internal, the cluster will become non-functional. For more information, refer to BZ#1953035.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
7.4.6.1.4. Additional Azure Stack Hub configuration parameters

Additional Azure configuration parameters are described in the following table:

Table 7.8. Additional Azure Stack Hub parameters
ParameterDescriptionValues

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS or premium_LRS. The default is premium_LRS.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS.

platform.azure.armEndpoint

The URL of the Azure Resource Manager endpoint that your Azure Stack Hub operator provides.

String

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.region

The name of your Azure Stack Hub local region.

String

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints.

AzureStackCloud

clusterOSImage

The URL of a storage blob in the Azure Stack environment that contains an RHCOS VHD.

String, for example, https://vhdsa.blob.example.example.com/vhd/rhcos-410.84.202112040202-0-azurestack.x86_64.vhd

7.4.6.2. Sample customized install-config.yaml file for Azure Stack Hub

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. Use it as a resource to enter parameter values into the installation configuration file that you created manually.

apiVersion: v1
baseDomain: example.com 1
credentialsMode: Manual
controlPlane: 2 3
  name: master
  platform:
    azure:
      osDisk:
        diskSizeGB: 1024 4
        diskType: premium_LRS
  replicas: 3
compute: 5
- name: worker
  platform:
    azure:
      osDisk:
        diskSizeGB: 512 6
        diskType: premium_LRS
  replicas: 3
metadata:
  name: test-cluster 7 8
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    armEndpoint: azurestack_arm_endpoint 9 10
    baseDomainResourceGroupName: resource_group 11 12
    region: azure_stack_local_region 13 14
    resourceGroupName: existing_resource_group 15
    outboundType: Loadbalancer
    cloudName: AzureStackCloud 16
    clusterOSimage: https://vhdsa.blob.example.example.com/vhd/rhcos-410.84.202112040202-0-azurestack.x86_64.vhd 17 18
pullSecret: '{"auths": ...}' 19 20
fips: false 21
sshKey: ssh-ed25519 AAAA... 22
additionalTrustBundle: | 23
    -----BEGIN CERTIFICATE-----
    <MY_TRUSTED_CA_CERT>
    -----END CERTIFICATE-----
1 7 9 11 13 16 17 19
Required.
2 5
If you do not provide these parameters and values, the installation program provides the default value.
3
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Although both sections currently define a single machine pool, it is possible that future versions of OpenShift Container Platform will support defining multiple compute pools during installation. Only one control plane pool is used.
4 6
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
8
The name of the cluster.
10
The Azure Resource Manager endpoint that your Azure Stack Hub operator provides.
12
The name of the resource group that contains the DNS zone for your base domain.
14
The name of your Azure Stack Hub local region.
15
The name of an existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
18
The URL of a storage blob in the Azure Stack environment that contains an RHCOS VHD.
20
The pull secret required to authenticate your cluster.
21
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

22
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

23
If the Azure Stack Hub environment is using an internal Certificate Authority (CA), adding the CA certificate is required.

7.4.7. Manually manage cloud credentials

The Cloud Credential Operator (CCO) only supports your cloud provider in manual mode. As a result, you must specify the identity and access management (IAM) secrets for your cloud provider.

Procedure

  1. Generate the manifests by running the following command from the directory that contains the installation program:

    $ openshift-install create manifests --dir <installation_directory>

    where <installation_directory> is the directory in which the installation program creates files.

  2. From the directory that contains the installation program, obtain details of the OpenShift Container Platform release image that your openshift-install binary is built to use by running the following command:

    $ openshift-install version

    Example output

    release image quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64

  3. Locate all CredentialsRequest objects in this release image that target the cloud you are deploying on by running the following command:

    $ oc adm release extract quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64 \
      --credentials-requests \
      --cloud=azure

    This command creates a YAML file for each CredentialsRequest object.

    Sample CredentialsRequest object

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AzureProviderSpec
        roleBindings:
        - role: Contributor
      ...

  4. Create YAML files for secrets in the openshift-install manifests directory that you generated previously. The secrets must be stored using the namespace and secret name defined in the spec.secretRef for each CredentialsRequest object.

    Sample CredentialsRequest object with secrets

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AzureProviderSpec
        roleBindings:
        - role: Contributor
          ...
      secretRef:
        name: <component-secret>
        namespace: <component-namespace>
      ...

    Sample Secret object

    apiVersion: v1
    kind: Secret
    metadata:
      name: <component-secret>
      namespace: <component-namespace>
    data:
      azure_subscription_id: <base64_encoded_azure_subscription_id>
      azure_client_id: <base64_encoded_azure_client_id>
      azure_client_secret: <base64_encoded_azure_client_secret>
      azure_tenant_id: <base64_encoded_azure_tenant_id>
      azure_resource_prefix: <base64_encoded_azure_resource_prefix>
      azure_resourcegroup: <base64_encoded_azure_resourcegroup>
      azure_region: <base64_encoded_azure_region>

    Important

    The release image includes CredentialsRequest objects for Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set. You can identify these objects by their use of the release.openshift.io/feature-gate: TechPreviewNoUpgrade annotation.

    • If you are not using any of these features, do not create secrets for these objects. Creating secrets for Technology Preview features that you are not using can cause the installation to fail.
    • If you are using any of these features, you must create secrets for the corresponding objects.
    • To find CredentialsRequest objects with the TechPreviewNoUpgrade annotation, run the following command:

      $ grep "release.openshift.io/feature-gate" *

      Example output

      0000_30_capi-operator_00_credentials-request.yaml:  release.openshift.io/feature-gate: TechPreviewNoUpgrade

    Important

    Before upgrading a cluster that uses manually maintained credentials, you must ensure that the CCO is in an upgradeable state.

7.4.8. Configuring the cluster to use an internal CA

If the Azure Stack Hub environment is using an internal Certificate Authority (CA), update the cluster-proxy-01-config.yaml file to configure the cluster to use the internal CA.

Prerequisites

  • Create the install-config.yaml file and specify the certificate trust bundle in .pem format.
  • Create the cluster manifests.

Procedure

  1. From the directory in which the installation program creates files, go to the manifests directory.
  2. Add user-ca-bundle to the spec.trustedCA.name field.

    Example cluster-proxy-01-config.yaml file

    apiVersion: config.openshift.io/v1
    kind: Proxy
    metadata:
      creationTimestamp: null
      name: cluster
    spec:
      trustedCA:
        name: user-ca-bundle
    status: {}

  3. Optional: Back up the manifests/ cluster-proxy-01-config.yaml file. The installation program consumes the manifests/ directory when you deploy the cluster.

7.4.9. Network configuration phases

There are two phases prior to OpenShift Container Platform installation where you can customize the network configuration.

Phase 1

You can customize the following network-related fields in the install-config.yaml file before you create the manifest files:

  • networking.networkType
  • networking.clusterNetwork
  • networking.serviceNetwork
  • networking.machineNetwork

    For more information on these fields, refer to Installation configuration parameters.

    Note

    Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

    Important

    The CIDR range 172.17.0.0/16 is reserved by libVirt. You cannot use this range or any range that overlaps with this range for any networks in your cluster.

Phase 2
After creating the manifest files by running openshift-install create manifests, you can define a customized Cluster Network Operator manifest with only the fields you want to modify. You can use the manifest to specify advanced network configuration.

You cannot override the values specified in phase 1 in the install-config.yaml file during phase 2. However, you can further customize the cluster network provider during phase 2.

7.4.10. Specifying advanced network configuration

You can use advanced network configuration for your cluster network provider to integrate your cluster into your existing network environment. You can specify advanced network configuration only before you install the cluster.

Important

Customizing your network configuration by modifying the OpenShift Container Platform manifest files created by the installation program is not supported. Applying a manifest file that you create, as in the following procedure, is supported.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    <installation_directory> specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
  3. Specify the advanced network configuration for your cluster in the cluster-network-03-config.yml file, such as in the following examples:

    Specify a different VXLAN port for the OpenShift SDN network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        openshiftSDNConfig:
          vxlanPort: 4800

    Enable IPsec for the OVN-Kubernetes network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          ipsecConfig: {}

  4. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program consumes the manifests/ directory when you create the Ignition config files.

7.4.11. Cluster Network Operator configuration

The configuration for the cluster network is specified as part of the Cluster Network Operator (CNO) configuration and stored in a custom resource (CR) object that is named cluster. The CR specifies the fields for the Network API in the operator.openshift.io API group.

The CNO configuration inherits the following fields during cluster installation from the Network API in the Network.config.openshift.io API group and these fields cannot be changed:

clusterNetwork
IP address pools from which pod IP addresses are allocated.
serviceNetwork
IP address pool for services.
defaultNetwork.type
Cluster network provider, such as OpenShift SDN or OVN-Kubernetes.

You can specify the cluster network provider configuration for your cluster by setting the fields for the defaultNetwork object in the CNO object named cluster.

7.4.11.1. Cluster Network Operator configuration object

The fields for the Cluster Network Operator (CNO) are described in the following table:

Table 7.9. Cluster Network Operator configuration object
FieldTypeDescription

metadata.name

string

The name of the CNO object. This name is always cluster.

spec.clusterNetwork

array

A list specifying the blocks of IP addresses from which pod IP addresses are allocated and the subnet prefix length assigned to each individual node in the cluster. For example:

spec:
  clusterNetwork:
  - cidr: 10.128.0.0/19
    hostPrefix: 23
  - cidr: 10.128.32.0/19
    hostPrefix: 23

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.serviceNetwork

array

A block of IP addresses for services. The OpenShift SDN and OVN-Kubernetes Container Network Interface (CNI) network providers support only a single IP address block for the service network. For example:

spec:
  serviceNetwork:
  - 172.30.0.0/14

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.defaultNetwork

object

Configures the Container Network Interface (CNI) cluster network provider for the cluster network.

spec.kubeProxyConfig

object

The fields for this object specify the kube-proxy configuration. If you are using the OVN-Kubernetes cluster network provider, the kube-proxy configuration has no effect.

defaultNetwork object configuration

The values for the defaultNetwork object are defined in the following table:

Table 7.10. defaultNetwork object
FieldTypeDescription

type

string

Either OpenShiftSDN or OVNKubernetes. The cluster network provider is selected during installation. This value cannot be changed after cluster installation.

Note

OpenShift Container Platform uses the OpenShift SDN Container Network Interface (CNI) cluster network provider by default.

openshiftSDNConfig

object

This object is only valid for the OpenShift SDN cluster network provider.

ovnKubernetesConfig

object

This object is only valid for the OVN-Kubernetes cluster network provider.

Configuration for the OpenShift SDN CNI cluster network provider

The following table describes the configuration fields for the OpenShift SDN Container Network Interface (CNI) cluster network provider.

Table 7.11. openshiftSDNConfig object
FieldTypeDescription

mode

string

Configures the network isolation mode for OpenShift SDN. The default value is NetworkPolicy.

The values Multitenant and Subnet are available for backwards compatibility with OpenShift Container Platform 3.x but are not recommended. This value cannot be changed after cluster installation.

mtu

integer

The maximum transmission unit (MTU) for the VXLAN overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 50 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1450.

This value cannot be changed after cluster installation.

vxlanPort

integer

The port to use for all VXLAN packets. The default value is 4789. This value cannot be changed after cluster installation.

If you are running in a virtualized environment with existing nodes that are part of another VXLAN network, then you might be required to change this. For example, when running an OpenShift SDN overlay on top of VMware NSX-T, you must select an alternate port for the VXLAN, because both SDNs use the same default VXLAN port number.

On Amazon Web Services (AWS), you can select an alternate port for the VXLAN between port 9000 and port 9999.

Example OpenShift SDN configuration

defaultNetwork:
  type: OpenShiftSDN
  openshiftSDNConfig:
    mode: NetworkPolicy
    mtu: 1450
    vxlanPort: 4789

Configuration for the OVN-Kubernetes CNI cluster network provider

The following table describes the configuration fields for the OVN-Kubernetes CNI cluster network provider.

Table 7.12. ovnKubernetesConfig object
FieldTypeDescription

mtu

integer

The maximum transmission unit (MTU) for the Geneve (Generic Network Virtualization Encapsulation) overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 100 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1400.

genevePort

integer

The port to use for all Geneve packets. The default value is 6081. This value cannot be changed after cluster installation.

ipsecConfig

object

Specify an empty object to enable IPsec encryption. This value cannot be changed after cluster installation.

policyAuditConfig

object

Specify a configuration object for customizing network policy audit logging. If unset, the defaults audit log settings are used.

gatewayConfig

object

Optional: Specify a configuration object for customizing how egress traffic is sent to the node gateway.

Note
While migrating egress traffic, you can expect some disruption to workloads and service traffic until the Cluster Network Operator (CNO) successfully rolls out the changes.
Table 7.13. policyAuditConfig object
FieldTypeDescription

rateLimit

integer

The maximum number of messages to generate every second per node. The default value is 20 messages per second.

maxFileSize

integer

The maximum size for the audit log in bytes. The default value is 50000000 or 50 MB.

destination

string

One of the following additional audit log targets:

libc
The libc syslog() function of the journald process on the host.
udp:<host>:<port>
A syslog server. Replace <host>:<port> with the host and port of the syslog server.
unix:<file>
A Unix Domain Socket file specified by <file>.
null
Do not send the audit logs to any additional target.

syslogFacility

string

The syslog facility, such as kern, as defined by RFC5424. The default value is local0.

Table 7.14. gatewayConfig object
FieldTypeDescription

routingViaHost

boolean

Set this field to true to send egress traffic from pods to the host networking stack. For highly-specialized installations and applications that rely on manually configured routes in the kernel routing table, you might want to route egress traffic to the host networking stack. By default, egress traffic is processed in OVN to exit the cluster and is not affected by specialized routes in the kernel routing table. The default value is false.

This field has an interaction with the Open vSwitch hardware offloading feature. If you set this field to true, you do not receive the performance benefits of the offloading because egress traffic is processed by the host networking stack.

Example OVN-Kubernetes configuration with IPSec enabled

defaultNetwork:
  type: OVNKubernetes
  ovnKubernetesConfig:
    mtu: 1400
    genevePort: 6081
    ipsecConfig: {}

kubeProxyConfig object configuration

The values for the kubeProxyConfig object are defined in the following table:

Table 7.15. kubeProxyConfig object
FieldTypeDescription

iptablesSyncPeriod

string

The refresh period for iptables rules. The default value is 30s. Valid suffixes include s, m, and h and are described in the Go time package documentation.

Note

Because of performance improvements introduced in OpenShift Container Platform 4.3 and greater, adjusting the iptablesSyncPeriod parameter is no longer necessary.

proxyArguments.iptables-min-sync-period

array

The minimum duration before refreshing iptables rules. This field ensures that the refresh does not happen too frequently. Valid suffixes include s, m, and h and are described in the Go time package. The default value is:

kubeProxyConfig:
  proxyArguments:
    iptables-min-sync-period:
    - 0s

7.4.12. Configuring hybrid networking with OVN-Kubernetes

You can configure your cluster to use hybrid networking with OVN-Kubernetes. This allows a hybrid cluster that supports different node networking configurations. For example, this is necessary to run both Linux and Windows nodes in a cluster.

Important

You must configure hybrid networking with OVN-Kubernetes during the installation of your cluster. You cannot switch to hybrid networking after the installation process.

Prerequisites

  • You defined OVNKubernetes for the networking.networkType parameter in the install-config.yaml file. See the installation documentation for configuring OpenShift Container Platform network customizations on your chosen cloud provider for more information.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory>

    where:

    <installation_directory>
    Specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    $ cat <<EOF > <installation_directory>/manifests/cluster-network-03-config.yml
    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
    EOF

    where:

    <installation_directory>
    Specifies the directory name that contains the manifests/ directory for your cluster.
  3. Open the cluster-network-03-config.yml file in an editor and configure OVN-Kubernetes with hybrid networking, such as in the following example:

    Specify a hybrid networking configuration

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          hybridOverlayConfig:
            hybridClusterNetwork: 1
            - cidr: 10.132.0.0/14
              hostPrefix: 23
            hybridOverlayVXLANPort: 9898 2

    1
    Specify the CIDR configuration used for nodes on the additional overlay network. The hybridClusterNetwork CIDR cannot overlap with the clusterNetwork CIDR.
    2
    Specify a custom VXLAN port for the additional overlay network. This is required for running Windows nodes in a cluster installed on vSphere, and must not be configured for any other cloud provider. The custom port can be any open port excluding the default 4789 port. For more information on this requirement, see the Microsoft documentation on Pod-to-pod connectivity between hosts is broken.
    Note

    Windows Server Long-Term Servicing Channel (LTSC): Windows Server 2019 is not supported on clusters with a custom hybridOverlayVXLANPort value because this Windows server version does not support selecting a custom VXLAN port.

  4. Save the cluster-network-03-config.yml file and quit the text editor.
  5. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program deletes the manifests/ directory when creating the cluster.
Note

For more information on using Linux and Windows nodes in the same cluster, see Understanding Windows container workloads.

7.4.13. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

7.4.14. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

7.4.15. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

7.4.16. Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin user by using the OpenShift Container Platform web console.

Prerequisites

  • You have access to the installation host.
  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    $ cat <installation_directory>/auth/kubeadmin-password
    Note

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OpenShift Container Platform web console route:

    $ oc get routes -n openshift-console | grep 'console-openshift'
    Note

    Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

7.4.17. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

7.4.18. Next steps

7.5. Installing a cluster on Azure Stack Hub using ARM templates

In OpenShift Container Platform version 4.10, you can install a cluster on Microsoft Azure Stack Hub by using infrastructure that you provide.

Several Azure Resource Manager (ARM) templates are provided to assist in completing these steps or to help model your own.

Important

The steps for performing a user-provisioned infrastructure installation are provided as an example only. Installing a cluster with infrastructure you provide requires knowledge of the cloud provider and the installation process of OpenShift Container Platform. Several ARM templates are provided to assist in completing these steps or to help model your own. You are also free to create the required resources through other methods; the templates are just an example.

7.5.1. Prerequisites

7.5.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

7.5.3. Configuring your Azure Stack Hub project

Before you can install OpenShift Container Platform, you must configure an Azure project to host it.

Important

All Azure Stack Hub resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure Stack Hub restricts, see Resolve reserved resource name errors in the Azure documentation.

7.5.3.1. Azure Stack Hub account limits

The OpenShift Container Platform cluster uses a number of Microsoft Azure Stack Hub components, and the default Quota types in Azure Stack Hub affect your ability to install OpenShift Container Platform clusters.

The following table summarizes the Azure Stack Hub components whose limits can impact your ability to install and run OpenShift Container Platform clusters.

ComponentNumber of components required by defaultDescription

vCPU

56

A default cluster requires 56 vCPUs, so you must increase the account limit.

By default, each cluster creates the following instances:

  • One bootstrap machine, which is removed after installation
  • Three control plane machines
  • Three compute machines

Because the bootstrap, control plane, and worker machines use Standard_DS4_v2 virtual machines, which use 8 vCPUs, a default cluster requires 56 vCPUs. The bootstrap node VM is used only during installation.

To deploy more worker nodes, enable autoscaling, deploy large workloads, or use a different instance type, you must further increase the vCPU limit for your account to ensure that your cluster can deploy the machines that you require.

VNet

1

Each default cluster requires one Virtual Network (VNet), which contains two subnets.

Network interfaces

7

Each default cluster requires seven network interfaces. If you create more machines or your deployed workloads create load balancers, your cluster uses more network interfaces.

Network security groups

2

Each cluster creates network security groups for each subnet in the VNet. The default cluster creates network security groups for the control plane and for the compute node subnets:

controlplane

Allows the control plane machines to be reached on port 6443 from anywhere

node

Allows worker nodes to be reached from the internet on ports 80 and 443

Network load balancers

3

Each cluster creates the following load balancers:

default

Public IP address that load balances requests to ports 80 and 443 across worker machines

internal

Private IP address that load balances requests to ports 6443 and 22623 across control plane machines

external

Public IP address that load balances requests to port 6443 across control plane machines

If your applications create more Kubernetes LoadBalancer service objects, your cluster uses more load balancers.

Public IP addresses

2

The public load balancer uses a public IP address. The bootstrap machine also uses a public IP address so that you can SSH into the machine to troubleshoot issues during installation. The IP address for the bootstrap node is used only during installation.

Private IP addresses

7

The internal load balancer, each of the three control plane machines, and each of the three worker machines each use a private IP address.

Additional resources

7.5.3.2. Configuring a DNS zone in Azure Stack Hub

To successfully install OpenShift Container Platform on Azure Stack Hub, you must create DNS records in an Azure Stack Hub DNS zone. The DNS zone must be authoritative for the domain. To delegate a registrar’s DNS zone to Azure Stack Hub, see Microsoft’s documentation for Azure Stack Hub datacenter DNS integration.

You can view Azure’s DNS solution by visiting this example for creating DNS zones.

7.5.3.3. Certificate signing requests management

Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager only approves the kubelet client CSRs. The machine-approver cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.

7.5.3.4. Required Azure Stack Hub roles

Your Microsoft Azure Stack Hub account must have the following roles for the subscription that you use:

  • Owner

To set roles on the Azure portal, see the Manage access to resources in Azure Stack Hub with role-based access control in the Microsoft documentation.

7.5.3.5. Creating a service principal

Because OpenShift Container Platform and its installation program create Microsoft Azure resources by using the Azure Resource Manager, you must create a service principal to represent it.

Prerequisites

  • Install or update the Azure CLI.
  • Your Azure account has the required roles for the subscription that you use.

Procedure

  1. Register your environment:

    $ az cloud register -n AzureStackCloud --endpoint-resource-manager <endpoint> 1
    1
    Specify the Azure Resource Manager endpoint, `https://management.<region>.<fqdn>/`.

    See the Microsoft documentation for details.

  2. Set the active environment:

    $ az cloud set -n AzureStackCloud
  3. Update your environment configuration to use the specific API version for Azure Stack Hub:

    $ az cloud update --profile 2019-03-01-hybrid
  4. Log in to the Azure CLI:

    $ az login

    If you are in a multitenant environment, you must also supply the tenant ID.

  5. If your Azure account uses subscriptions, ensure that you are using the right subscription:

    1. View the list of available accounts and record the tenantId value for the subscription you want to use for your cluster:

      $ az account list --refresh

      Example output

      [
        {
          "cloudName": AzureStackCloud",
          "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
          "isDefault": true,
          "name": "Subscription Name",
          "state": "Enabled",
          "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee",
          "user": {
            "name": "you@example.com",
            "type": "user"
          }
        }
      ]

    2. View your active account details and confirm that the tenantId value matches the subscription you want to use:

      $ az account show

      Example output

      {
        "environmentName": AzureStackCloud",
        "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee", 1
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

      1
      Ensure that the value of the tenantId parameter is the correct subscription ID.
    3. If you are not using the right subscription, change the active subscription:

      $ az account set -s <subscription_id> 1
      1
      Specify the subscription ID.
    4. Verify the subscription ID update:

      $ az account show

      Example output

      {
        "environmentName": AzureStackCloud",
        "id": "33212d16-bdf6-45cb-b038-f6565b61edda",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee",
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

  6. Record the tenantId and id parameter values from the output. You need these values during the OpenShift Container Platform installation.
  7. Create the service principal for your account:

    $ az ad sp create-for-rbac --role Contributor --name <service_principal> \ 1
      --scopes /subscriptions/<subscription_id> 2
      --years <years> 3
    1
    Specify the service principal name.
    2
    Specify the subscription ID.
    3
    Specify the number of years. By default, a service principal expires in one year. By using the --years option you can extend the validity of your service principal.

    Example output

    Creating 'Contributor' role assignment under scope '/subscriptions/<subscription_id>'
    The output includes credentials that you must protect. Be sure that you do not
    include these credentials in your code or check the credentials into your source
    control. For more information, see https://aka.ms/azadsp-cli
    {
      "appId": "ac461d78-bf4b-4387-ad16-7e32e328aec6",
      "displayName": <service_principal>",
      "password": "00000000-0000-0000-0000-000000000000",
      "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee"
    }

  8. Record the values of the appId and password parameters from the previous output. You need these values during OpenShift Container Platform installation.

Additional resources

7.5.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select Azure as the cloud provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

7.5.5. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

7.5.6. Creating the installation files for Azure Stack Hub

To install OpenShift Container Platform on Microsoft Azure Stack Hub using user-provisioned infrastructure, you must generate the files that the installation program needs to deploy your cluster and modify them so that the cluster creates only the machines that it will use. You manually create the install-config.yaml file, and then generate and customize the Kubernetes manifests and Ignition config files. You also have the option to first set up a separate var partition during the preparation phases of installation.

7.5.6.1. Manually creating the installation configuration file

Prerequisites

  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

    Make the following modifications for Azure Stack Hub:

    1. Set the replicas parameter to 0 for the compute pool:

      compute:
      - hyperthreading: Enabled
        name: worker
        platform: {}
        replicas: 0 1
      1
      Set to 0.

      The compute machines will be provisioned manually later.

    2. Update the platform.azure section of the install-config.yaml file to configure your Azure Stack Hub configuration:

      platform:
        azure:
          armEndpoint: <azurestack_arm_endpoint> 1
          baseDomainResourceGroupName: <resource_group> 2
          cloudName: AzureStackCloud 3
          region: <azurestack_region> 4
      1
      Specify the Azure Resource Manager endpoint of your Azure Stack Hub environment, like https://management.local.azurestack.external.
      2
      Specify the name of the resource group that contains the DNS zone for your base domain.
      3
      Specify the Azure Stack Hub environment, which is used to configure the Azure SDK with the appropriate Azure API endpoints.
      4
      Specify the name of your Azure Stack Hub region.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

7.5.6.2. Sample customized install-config.yaml file for Azure Stack Hub

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. Use it as a resource to enter parameter values into the installation configuration file that you created manually.

apiVersion: v1
baseDomain: example.com
controlPlane: 1
  name: master
  platform:
    azure:
      osDisk:
        diskSizeGB: 1024 2
        diskType: premium_LRS
  replicas: 3
compute: 3
- name: worker
  platform:
    azure:
      osDisk:
        diskSizeGB: 512 4
        diskType: premium_LRS
  replicas: 0
metadata:
  name: test-cluster 5
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    armEndpoint: azurestack_arm_endpoint 6
    baseDomainResourceGroupName: resource_group 7
    region: azure_stack_local_region 8
    resourceGroupName: existing_resource_group 9
    outboundType: Loadbalancer
    cloudName: AzureStackCloud 10
pullSecret: '{"auths": ...}' 11
fips: false 12
additionalTrustBundle: | 13
    -----BEGIN CERTIFICATE-----
    <MY_TRUSTED_CA_CERT>
    -----END CERTIFICATE-----
sshKey: ssh-ed25519 AAAA... 14
1 3
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
2 4
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
5
Specify the name of the cluster.
6
Specify the Azure Resource Manager endpoint that your Azure Stack Hub operator provides.
7
Specify the name of the resource group that contains the DNS zone for your base domain.
8
Specify the name of your Azure Stack Hub local region.
9
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
10
Specify the Azure Stack Hub environment as your target platform.
11
Specify the pull secret required to authenticate your cluster.
12
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

13
If your Azure Stack Hub environment uses an internal certificate authority (CA), add the necessary certificate bundle in .pem format.
14
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

7.5.6.3. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

7.5.6.4. Exporting common variables for ARM templates

You must export a common set of variables that are used with the provided Azure Resource Manager (ARM) templates used to assist in completing a user-provided infrastructure install on Microsoft Azure Stack Hub.

Note

Specific ARM templates can also require additional exported variables, which are detailed in their related procedures.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Export common variables found in the install-config.yaml to be used by the provided ARM templates:

    $ export CLUSTER_NAME=<cluster_name>1
    $ export AZURE_REGION=<azure_region>2
    $ export SSH_KEY=<ssh_key>3
    $ export BASE_DOMAIN=<base_domain>4
    $ export BASE_DOMAIN_RESOURCE_GROUP=<base_domain_resource_group>5
    1
    The value of the .metadata.name attribute from the install-config.yaml file.
    2
    The region to deploy the cluster into. This is the value of the .platform.azure.region attribute from the install-config.yaml file.
    3
    The SSH RSA public key file as a string. You must enclose the SSH key in quotes since it contains spaces. This is the value of the .sshKey attribute from the install-config.yaml file.
    4
    The base domain to deploy the cluster to. The base domain corresponds to the DNS zone that you created for your cluster. This is the value of the .baseDomain attribute from the install-config.yaml file.
    5
    The resource group where the DNS zone exists. This is the value of the .platform.azure.baseDomainResourceGroupName attribute from the install-config.yaml file.

    For example:

    $ export CLUSTER_NAME=test-cluster
    $ export AZURE_REGION=centralus
    $ export SSH_KEY="ssh-rsa xxx/xxx/xxx= user@email.com"
    $ export BASE_DOMAIN=example.com
    $ export BASE_DOMAIN_RESOURCE_GROUP=ocp-cluster
  2. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
7.5.6.5. Creating the Kubernetes manifest and Ignition config files

Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.

The installation configuration file transforms into the Kubernetes manifests. The manifests wrap into the Ignition configuration files, which are later used to configure the cluster machines.

Important
  • The Ignition config files that the OpenShift Container Platform installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
  • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

Prerequisites

  • You obtained the OpenShift Container Platform installation program.
  • You created the install-config.yaml installation configuration file.

Procedure

  1. Change to the directory that contains the OpenShift Container Platform installation program and generate the Kubernetes manifests for the cluster:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    For <installation_directory>, specify the installation directory that contains the install-config.yaml file you created.
  2. Remove the Kubernetes manifest files that define the control plane machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_master-machines-*.yaml

    By removing these files, you prevent the cluster from automatically generating control plane machines.

  3. Remove the Kubernetes manifest files that define the worker machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_worker-machineset-*.yaml

    Because you create and manage the worker machines yourself, you do not need to initialize these machines.

  4. Check that the mastersSchedulable parameter in the <installation_directory>/manifests/cluster-scheduler-02-config.yml Kubernetes manifest file is set to false. This setting prevents pods from being scheduled on the control plane machines:

    1. Open the <installation_directory>/manifests/cluster-scheduler-02-config.yml file.
    2. Locate the mastersSchedulable parameter and ensure that it is set to false.
    3. Save and exit the file.
  5. Optional: If you do not want the Ingress Operator to create DNS records on your behalf, remove the privateZone and publicZone sections from the <installation_directory>/manifests/cluster-dns-02-config.yml DNS configuration file:

    apiVersion: config.openshift.io/v1
    kind: DNS
    metadata:
      creationTimestamp: null
      name: cluster
    spec:
      baseDomain: example.openshift.com
      privateZone: 1
        id: mycluster-100419-private-zone
      publicZone: 2
        id: example.openshift.com
    status: {}
    1 2
    Remove this section completely.

    If you do so, you must add ingress DNS records manually in a later step.

  6. Optional: If your Azure Stack Hub environment uses an internal certificate authority (CA), you must update the .spec.trustedCA.name field in the <installation_directory>/manifests/cluster-proxy-01-config.yaml file to use user-ca-bundle:

    ...
    spec:
      trustedCA:
        name: user-ca-bundle
    ...

    Later, you must update your bootstrap ignition to include the CA.

  7. When configuring Azure on user-provisioned infrastructure, you must export some common variables defined in the manifest files to use later in the Azure Resource Manager (ARM) templates:

    1. Export the infrastructure ID by using the following command:

      $ export INFRA_ID=<infra_id> 1
      1
      The OpenShift Container Platform cluster has been assigned an identifier (INFRA_ID) in the form of <cluster_name>-<random_string>. This will be used as the base name for most resources created using the provided ARM templates. This is the value of the .status.infrastructureName attribute from the manifests/cluster-infrastructure-02-config.yml file.
    2. Export the resource group by using the following command:

      $ export RESOURCE_GROUP=<resource_group> 1
      1
      All resources created in this Azure deployment exists as part of a resource group. The resource group name is also based on the INFRA_ID, in the form of <cluster_name>-<random_string>-rg. This is the value of the .status.platformStatus.azure.resourceGroupName attribute from the manifests/cluster-infrastructure-02-config.yml file.
  8. Manually create your cloud credentials.

    1. From the directory that contains the installation program, obtain details of the OpenShift Container Platform release image that your openshift-install binary is built to use:

      $ openshift-install version

      Example output

      release image quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64

    2. Locate all CredentialsRequest objects in this release image that target the cloud you are deploying on:

      $ oc adm release extract quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64 --credentials-requests --cloud=azure

      This command creates a YAML file for each CredentialsRequest object.

      Sample CredentialsRequest object

      apiVersion: cloudcredential.openshift.io/v1
      kind: CredentialsRequest
      metadata:
        labels:
          controller-tools.k8s.io: "1.0"
        name: openshift-image-registry-azure
        namespace: openshift-cloud-credential-operator
      spec:
        secretRef:
          name: installer-cloud-credentials
          namespace: openshift-image-registry
        providerSpec:
          apiVersion: cloudcredential.openshift.io/v1
          kind: AzureProviderSpec
          roleBindings:
          - role: Contributor

    3. Create YAML files for secrets in the openshift-install manifests directory that you generated previously. The secrets must be stored using the namespace and secret name defined in the spec.secretRef for each CredentialsRequest object. The format for the secret data varies for each cloud provider.

      Sample secrets.yaml file:

      apiVersion: v1
      kind: Secret
      metadata:
          name: ${secret_name}
          namespace: ${secret_namespace}
      stringData:
        azure_subscription_id: ${subscription_id}
        azure_client_id: ${app_id}
        azure_client_secret: ${client_secret}
        azure_tenant_id: ${tenant_id}
        azure_resource_prefix: ${cluster_name}
        azure_resourcegroup: ${resource_group}
        azure_region: ${azure_region}

Important

The release image includes CredentialsRequest objects for Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set. You can identify these objects by their use of the release.openshift.io/feature-gate: TechPreviewNoUpgrade annotation.

  • If you are not using any of these features, do not create secrets for these objects. Creating secrets for Technology Preview features that you are not using can cause the installation to fail.
  • If you are using any of these features, you must create secrets for the corresponding objects.
  • To find CredentialsRequest objects with the TechPreviewNoUpgrade annotation, run the following command:

    $ grep "release.openshift.io/feature-gate" *

    Example output

    0000_30_capi-operator_00_credentials-request.yaml:  release.openshift.io/feature-gate: TechPreviewNoUpgrade

    1. Create a cco-configmap.yaml file in the manifests directory with the Cloud Credential Operator (CCO) disabled:

      Sample ConfigMap object

      apiVersion: v1
      kind: ConfigMap
      metadata:
      name: cloud-credential-operator-config
      namespace: openshift-cloud-credential-operator
        annotations:
          release.openshift.io/create-only: "true"
      data:
        disabled: "true"

      1. To create the Ignition configuration files, run the following command from the directory that contains the installation program:

        $ ./openshift-install create ignition-configs --dir <installation_directory> 1
        1
        For <installation_directory>, specify the same installation directory.

        Ignition config files are created for the bootstrap, control plane, and compute nodes in the installation directory. The kubeadmin-password and kubeconfig files are created in the ./<installation_directory>/auth directory:

        .
        ├── auth
        │   ├── kubeadmin-password
        │   └── kubeconfig
        ├── bootstrap.ign
        ├── master.ign
        ├── metadata.json
        └── worker.ign
7.5.6.6. Optional: Creating a separate /var partition

It is recommended that disk partitioning for OpenShift Container Platform be left to the installer. However, there are cases where you might want to create separate partitions in a part of the filesystem that you expect to grow.

OpenShift Container Platform supports the addition of a single partition to attach storage to either the /var partition or a subdirectory of /var. For example:

  • /var/lib/containers: Holds container-related content that can grow as more images and containers are added to a system.
  • /var/lib/etcd: Holds data that you might want to keep separate for purposes such as performance optimization of etcd storage.
  • /var: Holds data that you might want to keep separate for purposes such as auditing.

Storing the contents of a /var directory separately makes it easier to grow storage for those areas as needed and reinstall OpenShift Container Platform at a later date and keep that data intact. With this method, you will not have to pull all your containers again, nor will you have to copy massive log files when you update systems.

Because /var must be in place before a fresh installation of Red Hat Enterprise Linux CoreOS (RHCOS), the following procedure sets up the separate /var partition by creating a machine config manifest that is inserted during the openshift-install preparation phases of an OpenShift Container Platform installation.

Important

If you follow the steps to create a separate /var partition in this procedure, it is not necessary to create the Kubernetes manifest and Ignition config files again as described later in this section.

Procedure

  1. Create a directory to hold the OpenShift Container Platform installation files:

    $ mkdir $HOME/clusterconfig
  2. Run openshift-install to create a set of files in the manifest and openshift subdirectories. Answer the system questions as you are prompted:

    $ openshift-install create manifests --dir $HOME/clusterconfig

    Example output

    ? SSH Public Key ...
    INFO Credentials loaded from the "myprofile" profile in file "/home/myuser/.aws/credentials"
    INFO Consuming Install Config from target directory
    INFO Manifests created in: $HOME/clusterconfig/manifests and $HOME/clusterconfig/openshift

  3. Optional: Confirm that the installation program created manifests in the clusterconfig/openshift directory:

    $ ls $HOME/clusterconfig/openshift/

    Example output

    99_kubeadmin-password-secret.yaml
    99_openshift-cluster-api_master-machines-0.yaml
    99_openshift-cluster-api_master-machines-1.yaml
    99_openshift-cluster-api_master-machines-2.yaml
    ...

  4. Create a Butane config that configures the additional partition. For example, name the file $HOME/clusterconfig/98-var-partition.bu, change the disk device name to the name of the storage device on the worker systems, and set the storage size as appropriate. This example places the /var directory on a separate partition:

    variant: openshift
    version: 4.10.0
    metadata:
      labels:
        machineconfiguration.openshift.io/role: worker
      name: 98-var-partition
    storage:
      disks:
      - device: /dev/<device_name> 1
        partitions:
        - label: var
          start_mib: <partition_start_offset> 2
          size_mib: <partition_size> 3
      filesystems:
        - device: /dev/disk/by-partlabel/var
          path: /var
          format: xfs
          mount_options: [defaults, prjquota] 4
          with_mount_unit: true
    1
    The storage device name of the disk that you want to partition.
    2
    When adding a data partition to the boot disk, a minimum value of 25000 MiB (Mebibytes) is recommended. The root file system is automatically resized to fill all available space up to the specified offset. If no value is specified, or if the specified value is smaller than the recommended minimum, the resulting root file system will be too small, and future reinstalls of RHCOS might overwrite the beginning of the data partition.
    3
    The size of the data partition in mebibytes.
    4
    The prjquota mount option must be enabled for filesystems used for container storage.
    Note

    When creating a separate /var partition, you cannot use different instance types for worker nodes, if the different instance types do not have the same device name.

  5. Create a manifest from the Butane config and save it to the clusterconfig/openshift directory. For example, run the following command:

    $ butane $HOME/clusterconfig/98-var-partition.bu -o $HOME/clusterconfig/openshift/98-var-partition.yaml
  6. Run openshift-install again to create Ignition configs from a set of files in the manifest and openshift subdirectories:

    $ openshift-install create ignition-configs --dir $HOME/clusterconfig
    $ ls $HOME/clusterconfig/
    auth  bootstrap.ign  master.ign  metadata.json  worker.ign

Now you can use the Ignition config files as input to the installation procedures to install Red Hat Enterprise Linux CoreOS (RHCOS) systems.

7.5.7. Creating the Azure resource group

You must create a Microsoft Azure resource group. This is used during the installation of your OpenShift Container Platform cluster on Azure Stack Hub.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.

Procedure

  • Create the resource group in a supported Azure region:

    $ az group create --name ${RESOURCE_GROUP} --location ${AZURE_REGION}

7.5.8. Uploading the RHCOS cluster image and bootstrap Ignition config file

The Azure client does not support deployments based on files existing locally. You must copy and store the RHCOS virtual hard disk (VHD) cluster image and bootstrap Ignition config file in a storage container so they are accessible during deployment.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.

Procedure

  1. Create an Azure storage account to store the VHD cluster image:

    $ az storage account create -g ${RESOURCE_GROUP} --location ${AZURE_REGION} --name ${CLUSTER_NAME}sa --kind Storage --sku Standard_LRS
    Warning

    The Azure storage account name must be between 3 and 24 characters in length and use numbers and lower-case letters only. If your CLUSTER_NAME variable does not follow these restrictions, you must manually define the Azure storage account name. For more information on Azure storage account name restrictions, see Resolve errors for storage account names in the Azure documentation.

  2. Export the storage account key as an environment variable:

    $ export ACCOUNT_KEY=`az storage account keys list -g ${RESOURCE_GROUP} --account-name ${CLUSTER_NAME}sa --query "[0].value" -o tsv`
  3. Export the URL of the RHCOS VHD to an environment variable:

    $ export COMPRESSED_VHD_URL=$(openshift-install coreos print-stream-json | jq -r '.architectures.x86_64.artifacts.azurestack.formats."vhd.gz".disk.location')
    Important

    The RHCOS images might not change with every release of OpenShift Container Platform. You must specify an image with the highest version that is less than or equal to the OpenShift Container Platform version that you install. Use the image version that matches your OpenShift Container Platform version if it is available.

  4. Create the storage container for the VHD:

    $ az storage container create --name vhd --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY}
  5. Download the compressed RHCOS VHD file locally:

    $ curl -O -L ${COMPRESSED_VHD_URL}
  6. Decompress the VHD file.

    Note

    The decompressed VHD file is approximately 16 GB, so be sure that your host system has 16 GB of free space available. You can delete the VHD file after you upload it.

  7. Copy the local VHD to a blob:

    $ az storage blob upload --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -c vhd -n "rhcos.vhd" -f rhcos-<rhcos_version>-azurestack.x86_64.vhd
  8. Create a blob storage container and upload the generated bootstrap.ign file:

    $ az storage container create --name files --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY}
    $ az storage blob upload --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -c "files" -f "<installation_directory>/bootstrap.ign" -n "bootstrap.ign"

7.5.9. Example for creating DNS zones

DNS records are required for clusters that use user-provisioned infrastructure. You should choose the DNS strategy that fits your scenario.

For this example, Azure Stack Hub’s datacenter DNS integration is used, so you will create a DNS zone.

Note

The DNS zone is not required to exist in the same resource group as the cluster deployment and might already exist in your organization for the desired base domain. If that is the case, you can skip creating the DNS zone; be sure the installation config you generated earlier reflects that scenario.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.

Procedure

  • Create the new DNS zone in the resource group exported in the BASE_DOMAIN_RESOURCE_GROUP environment variable:

    $ az network dns zone create -g ${BASE_DOMAIN_RESOURCE_GROUP} -n ${CLUSTER_NAME}.${BASE_DOMAIN}

    You can skip this step if you are using a DNS zone that already exists.

You can learn more about configuring a DNS zone in Azure Stack Hub by visiting that section.

7.5.10. Creating a VNet in Azure Stack Hub

You must create a virtual network (VNet) in Microsoft Azure Stack Hub for your OpenShift Container Platform cluster to use. You can customize the VNet to meet your requirements. One way to create the VNet is to modify the provided Azure Resource Manager (ARM) template.

Note

If you do not use the provided ARM template to create your Azure Stack Hub infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.

Procedure

  1. Copy the template from the ARM template for the VNet section of this topic and save it as 01_vnet.json in your cluster’s installation directory. This template describes the VNet that your cluster requires.
  2. Create the deployment by using the az CLI:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/01_vnet.json" \
      --parameters baseName="${INFRA_ID}"1
    1
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
7.5.10.1. ARM template for the VNet

You can use the following Azure Resource Manager (ARM) template to deploy the VNet that you need for your OpenShift Container Platform cluster:

Example 7.1. 01_vnet.json ARM template

link:https://raw.githubusercontent.com/openshift/installer/release-4.10/upi/azurestack/01_vnet.json[]

7.5.11. Deploying the RHCOS cluster image for the Azure Stack Hub infrastructure

You must use a valid Red Hat Enterprise Linux CoreOS (RHCOS) image for Microsoft Azure Stack Hub for your OpenShift Container Platform nodes.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Store the RHCOS virtual hard disk (VHD) cluster image in an Azure storage container.
  • Store the bootstrap Ignition config file in an Azure storage container.

Procedure

  1. Copy the template from the ARM template for image storage section of this topic and save it as 02_storage.json in your cluster’s installation directory. This template describes the image storage that your cluster requires.
  2. Export the RHCOS VHD blob URL as a variable:

    $ export VHD_BLOB_URL=`az storage blob url --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -c vhd -n "rhcos.vhd" -o tsv`
  3. Deploy the cluster image:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/02_storage.json" \
      --parameters vhdBlobURL="${VHD_BLOB_URL}" \ 1
      --parameters baseName="${INFRA_ID}"2
    1
    The blob URL of the RHCOS VHD to be used to create master and worker machines.
    2
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
7.5.11.1. ARM template for image storage

You can use the following Azure Resource Manager (ARM) template to deploy the stored Red Hat Enterprise Linux CoreOS (RHCOS) image that you need for your OpenShift Container Platform cluster:

Example 7.2. 02_storage.json ARM template

link:https://raw.githubusercontent.com/openshift/installer/release-4.10/upi/azurestack/02_storage.json[]

7.5.12. Networking requirements for user-provisioned infrastructure

All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require networking to be configured in initramfs during boot to fetch their Ignition config files.

7.5.12.1. Network connectivity requirements

You must configure the network connectivity between machines to allow OpenShift Container Platform cluster components to communicate. Each machine must be able to resolve the hostnames of all other machines in the cluster.

This section provides details about the ports that are required.

Important

In connected OpenShift Container Platform environments, all nodes are required to have internet access to pull images for platform containers and provide telemetry data to Red Hat.

Table 7.16. Ports used for all-machine to all-machine communications
ProtocolPortDescription

ICMP

N/A

Network reachability tests

TCP

1936

Metrics

9000-9999

Host level services, including the node exporter on ports 9100-9101 and the Cluster Version Operator on port 9099.

10250-10259

The default ports that Kubernetes reserves

10256

openshift-sdn

UDP

4789

VXLAN

6081

Geneve

9000-9999

Host level services, including the node exporter on ports 9100-9101.

500

IPsec IKE packets

4500

IPsec NAT-T packets

TCP/UDP

30000-32767

Kubernetes node port

ESP

N/A

IPsec Encapsulating Security Payload (ESP)

Table 7.17. Ports used for all-machine to control plane communications
ProtocolPortDescription

TCP

6443

Kubernetes API

Table 7.18. Ports used for control plane machine to control plane machine communications
ProtocolPortDescription

TCP

2379-2380

etcd server and peer ports

7.5.13. Creating networking and load balancing components in Azure Stack Hub

You must configure networking and load balancing in Microsoft Azure Stack Hub for your OpenShift Container Platform cluster to use. One way to create these components is to modify the provided Azure Resource Manager (ARM) template.

Load balancing requires the following DNS records:

  • An api DNS record for the API public load balancer in the DNS zone.
  • An api-int DNS record for the API internal load balancer in the DNS zone.
Note

If you do not use the provided ARM template to create your Azure Stack Hub infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure Stack Hub.

Procedure

  1. Copy the template from the ARM template for the network and load balancers section of this topic and save it as 03_infra.json in your cluster’s installation directory. This template describes the networking and load balancing objects that your cluster requires.
  2. Create the deployment by using the az CLI:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/03_infra.json" \
      --parameters baseName="${INFRA_ID}"1
    1
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
  3. Create an api DNS record and an api-int DNS record. When creating the API DNS records, the ${BASE_DOMAIN_RESOURCE_GROUP} variable must point to the resource group where the DNS zone exists.

    1. Export the following variable:

      $ export PUBLIC_IP=`az network public-ip list -g ${RESOURCE_GROUP} --query "[?name=='${INFRA_ID}-master-pip'] | [0].ipAddress" -o tsv`
    2. Export the following variable:

      $ export PRIVATE_IP=`az network lb frontend-ip show -g "$RESOURCE_GROUP" --lb-name "${INFRA_ID}-internal" -n internal-lb-ip --query "privateIpAddress" -o tsv`
    3. Create the api DNS record in a new DNS zone:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${CLUSTER_NAME}.${BASE_DOMAIN} -n api -a ${PUBLIC_IP} --ttl 60

      If you are adding the cluster to an existing DNS zone, you can create the api DNS record in it instead:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${BASE_DOMAIN} -n api.${CLUSTER_NAME} -a ${PUBLIC_IP} --ttl 60
    4. Create the api-int DNS record in a new DNS zone:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z "${CLUSTER_NAME}.${BASE_DOMAIN}" -n api-int -a ${PRIVATE_IP} --ttl 60

      If you are adding the cluster to an existing DNS zone, you can create the api-int DNS record in it instead:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${BASE_DOMAIN} -n api-int.${CLUSTER_NAME} -a ${PRIVATE_IP} --ttl 60
7.5.13.1. ARM template for the network and load balancers

You can use the following Azure Resource Manager (ARM) template to deploy the networking objects and load balancers that you need for your OpenShift Container Platform cluster:

Example 7.3. 03_infra.json ARM template

link:https://raw.githubusercontent.com/openshift/installer/release-4.10/upi/azurestack/03_infra.json[]

7.5.14. Creating the bootstrap machine in Azure Stack Hub

You must create the bootstrap machine in Microsoft Azure Stack Hub to use during OpenShift Container Platform cluster initialization. One way to create this machine is to modify the provided Azure Resource Manager (ARM) template.

Note

If you do not use the provided ARM template to create your bootstrap machine, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure Stack Hub.
  • Create and configure networking and load balancers in Azure Stack Hub.
  • Create control plane and compute roles.

Procedure

  1. Copy the template from the ARM template for the bootstrap machine section of this topic and save it as 04_bootstrap.json in your cluster’s installation directory. This template describes the bootstrap machine that your cluster requires.
  2. Export the bootstrap URL variable:

    $ bootstrap_url_expiry=`date -u -d "10 hours" '+%Y-%m-%dT%H:%MZ'`
    $ export BOOTSTRAP_URL=`az storage blob generate-sas -c 'files' -n 'bootstrap.ign' --https-only --full-uri --permissions r --expiry $bootstrap_url_expiry --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -o tsv`
  3. Export the bootstrap ignition variable:

    1. If your environment uses a public certificate authority (CA), run this command:

      $ export BOOTSTRAP_IGNITION=`jq -rcnM --arg v "3.2.0" --arg url ${BOOTSTRAP_URL} '{ignition:{version:$v,config:{replace:{source:$url}}}}' | base64 | tr -d '\n'`
    2. If your environment uses an internal CA, you must add your PEM encoded bundle to the bootstrap ignition stub so that your bootstrap virtual machine can pull the bootstrap ignition from the storage account. Run the following commands, which assume your CA is in a file called CA.pem:

      $ export CA="data:text/plain;charset=utf-8;base64,$(cat CA.pem |base64 |tr -d '\n')"
      $ export BOOTSTRAP_IGNITION=`jq -rcnM --arg v "3.2.0" --arg url "$BOOTSTRAP_URL" --arg cert "$CA" '{ignition:{version:$v,security:{tls:{certificateAuthorities:[{source:$cert}]}},config:{replace:{source:$url}}}}' | base64 | tr -d '\n'`
  4. Create the deployment by using the az CLI:

    $ az deployment group create --verbose -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/04_bootstrap.json" \
      --parameters bootstrapIgnition="${BOOTSTRAP_IGNITION}" \ 1
      --parameters baseName="${INFRA_ID}" \ 2
      --parameters diagnosticsStorageAccountName="${CLUSTER_NAME}sa" 3
    1
    The bootstrap Ignition content for the bootstrap cluster.
    2
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
    3
    The name of the storage account for your cluster.
7.5.14.1. ARM template for the bootstrap machine

You can use the following Azure Resource Manager (ARM) template to deploy the bootstrap machine that you need for your OpenShift Container Platform cluster:

Example 7.4. 04_bootstrap.json ARM template

link:https://raw.githubusercontent.com/openshift/installer/release-4.10/upi/azurestack/04_bootstrap.json[]

7.5.15. Creating the control plane machines in Azure Stack Hub

You must create the control plane machines in Microsoft Azure Stack Hub for your cluster to use. One way to create these machines is to modify the provided Azure Resource Manager (ARM) template.

If you do not use the provided ARM template to create your control plane machines, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, consider contacting Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure Stack Hub.
  • Create and configure networking and load balancers in Azure Stack Hub.
  • Create control plane and compute roles.
  • Create the bootstrap machine.

Procedure

  1. Copy the template from the ARM template for control plane machines section of this topic and save it as 05_masters.json in your cluster’s installation directory. This template describes the control plane machines that your cluster requires.
  2. Export the following variable needed by the control plane machine deployment:

    $ export MASTER_IGNITION=`cat <installation_directory>/master.ign | base64 | tr -d '\n'`
  3. Create the deployment by using the az CLI:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/05_masters.json" \
      --parameters masterIgnition="${MASTER_IGNITION}" \ 1
      --parameters baseName="${INFRA_ID}" \ 2
      --parameters diagnosticsStorageAccountName="${CLUSTER_NAME}sa" 3
    1
    The Ignition content for the control plane nodes (also known as the master nodes).
    2
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
    3
    The name of the storage account for your cluster.
7.5.15.1. ARM template for control plane machines

You can use the following Azure Resource Manager (ARM) template to deploy the control plane machines that you need for your OpenShift Container Platform cluster:

Example 7.5. 05_masters.json ARM template

link:https://raw.githubusercontent.com/openshift/installer/release-4.10/upi/azurestack/05_masters.json[]

7.5.16. Wait for bootstrap completion and remove bootstrap resources in Azure Stack Hub

After you create all of the required infrastructure in Microsoft Azure Stack Hub, wait for the bootstrap process to complete on the machines that you provisioned by using the Ignition config files that you generated with the installation program.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure Stack Hub.
  • Create and configure networking and load balancers in Azure Stack Hub.
  • Create control plane and compute roles.
  • Create the bootstrap machine.
  • Create the control plane machines.

Procedure

  1. Change to the directory that contains the installation program and run the following command:

    $ ./openshift-install wait-for bootstrap-complete --dir <installation_directory> \ 1
        --log-level info 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different installation details, specify warn, debug, or error instead of info.

    If the command exits without a FATAL warning, your production control plane has initialized.

  2. Delete the bootstrap resources:

    $ az network nsg rule delete -g ${RESOURCE_GROUP} --nsg-name ${INFRA_ID}-nsg --name bootstrap_ssh_in
    $ az vm stop -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap
    $ az vm deallocate -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap
    $ az vm delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap --yes
    $ az disk delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap_OSDisk --no-wait --yes
    $ az network nic delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap-nic --no-wait
    $ az storage blob delete --account-key ${ACCOUNT_KEY} --account-name ${CLUSTER_NAME}sa --container-name files --name bootstrap.ign
    $ az network public-ip delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap-ssh-pip
Note

If you do not delete the bootstrap server, installation may not succeed due to API traffic being routed to the bootstrap server.

7.5.17. Creating additional worker machines in Azure Stack Hub

You can create worker machines in Microsoft Azure Stack Hub for your cluster to use by launching individual instances discretely or by automated processes outside the cluster, such as auto scaling groups. You can also take advantage of the built-in cluster scaling mechanisms and the machine API in OpenShift Container Platform.

In this example, you manually launch one instance by using the Azure Resource Manager (ARM) template. Additional instances can be launched by including additional resources of type 06_workers.json in the file.

If you do not use the provided ARM template to create your control plane machines, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, consider contacting Red Hat support with your installation logs.

Prerequisites

  • Configure an Azure account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VNet and associated subnets in Azure Stack Hub.
  • Create and configure networking and load balancers in Azure Stack Hub.
  • Create control plane and compute roles.
  • Create the bootstrap machine.
  • Create the control plane machines.

Procedure

  1. Copy the template from the ARM template for worker machines section of this topic and save it as 06_workers.json in your cluster’s installation directory. This template describes the worker machines that your cluster requires.
  2. Export the following variable needed by the worker machine deployment:

    $ export WORKER_IGNITION=`cat <installation_directory>/worker.ign | base64 | tr -d '\n'`
  3. Create the deployment by using the az CLI:

    $ az deployment group create -g ${RESOURCE_GROUP} \
      --template-file "<installation_directory>/06_workers.json" \
      --parameters workerIgnition="${WORKER_IGNITION}" \ 1
      --parameters baseName="${INFRA_ID}" 2
      --parameters diagnosticsStorageAccountName="${CLUSTER_NAME}sa" 3
    1
    The Ignition content for the worker nodes.
    2
    The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
    3
    The name of the storage account for your cluster.
7.5.17.1. ARM template for worker machines

You can use the following Azure Resource Manager (ARM) template to deploy the worker machines that you need for your OpenShift Container Platform cluster:

Example 7.6. 06_workers.json ARM template

link:https://raw.githubusercontent.com/openshift/installer/release-4.10/upi/azurestack/06_workers.json[]

7.5.18. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

7.5.19. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

7.5.20. Approving the certificate signing requests for your machines

When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself. The client requests must be approved first, followed by the server requests.

Prerequisites

  • You added machines to your cluster.

Procedure

  1. Confirm that the cluster recognizes the machines:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  63m  v1.23.0
    master-1  Ready     master  63m  v1.23.0
    master-2  Ready     master  64m  v1.23.0

    The output lists all of the machines that you created.

    Note

    The preceding output might not include the compute nodes, also known as worker nodes, until some CSRs are approved.

  2. Review the pending CSRs and ensure that you see the client requests with the Pending or Approved status for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-8b2br   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    csr-8vnps   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    ...

    In this example, two machines are joining the cluster. You might see more approved CSRs in the list.

  3. If the CSRs were not approved, after all of the pending CSRs for the machines you added are in Pending status, approve the CSRs for your cluster machines:

    Note

    Because the CSRs rotate automatically, approve your CSRs within an hour of adding the machines to the cluster. If you do not approve them within an hour, the certificates will rotate, and more than two certificates will be present for each node. You must approve all of these certificates. After the client CSR is approved, the Kubelet creates a secondary CSR for the serving certificate, which requires manual approval. Then, subsequent serving certificate renewal requests are automatically approved by the machine-approver if the Kubelet requests a new certificate with identical parameters.

    Note

    For clusters running on platforms that are not machine API enabled, such as bare metal and other user-provisioned infrastructure, you must implement a method of automatically approving the kubelet serving certificate requests (CSRs). If a request is not approved, then the oc exec, oc rsh, and oc logs commands cannot succeed, because a serving certificate is required when the API server connects to the kubelet. Any operation that contacts the Kubelet endpoint requires this certificate approval to be in place. The method must watch for new CSRs, confirm that the CSR was submitted by the node-bootstrapper service account in the system:node or system:admin groups, and confirm the identity of the node.

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs --no-run-if-empty oc adm certificate approve
      Note

      Some Operators might not become available until some CSRs are approved.

  4. Now that your client requests are approved, you must review the server requests for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-bfd72   5m26s   system:node:ip-10-0-50-126.us-east-2.compute.internal                       Pending
    csr-c57lv   5m26s   system:node:ip-10-0-95-157.us-east-2.compute.internal                       Pending
    ...

  5. If the remaining CSRs are not approved, and are in the Pending status, approve the CSRs for your cluster machines:

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs oc adm certificate approve
  6. After all client and server CSRs have been approved, the machines have the Ready status. Verify this by running the following command:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  73m  v1.23.0
    master-1  Ready     master  73m  v1.23.0
    master-2  Ready     master  74m  v1.23.0
    worker-0  Ready     worker  11m  v1.23.0
    worker-1  Ready     worker  11m  v1.23.0

    Note

    It can take a few minutes after approval of the server CSRs for the machines to transition to the Ready status.

Additional information

7.5.21. Adding the Ingress DNS records

If you removed the DNS Zone configuration when creating Kubernetes manifests and generating Ignition configs, you must manually create DNS records that point at the Ingress load balancer. You can create either a wildcard *.apps.{baseDomain}. or specific records. You can use A, CNAME, and other records per your requirements.

Prerequisites

  • You deployed an OpenShift Container Platform cluster on Microsoft Azure Stack Hub by using infrastructure that you provisioned.
  • Install the OpenShift CLI (oc).
  • Install or update the Azure CLI.

Procedure

  1. Confirm the Ingress router has created a load balancer and populated the EXTERNAL-IP field:

    $ oc -n openshift-ingress get service router-default

    Example output

    NAME             TYPE           CLUSTER-IP      EXTERNAL-IP     PORT(S)                      AGE
    router-default   LoadBalancer   172.30.20.10   35.130.120.110   80:32288/TCP,443:31215/TCP   20

  2. Export the Ingress router IP as a variable:

    $ export PUBLIC_IP_ROUTER=`oc -n openshift-ingress get service router-default --no-headers | awk '{print $4}'`
  3. Add a *.apps record to the DNS zone.

    1. If you are adding this cluster to a new DNS zone, run:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${CLUSTER_NAME}.${BASE_DOMAIN} -n *.apps -a ${PUBLIC_IP_ROUTER} --ttl 300
    2. If you are adding this cluster to an already existing DNS zone, run:

      $ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${BASE_DOMAIN} -n *.apps.${CLUSTER_NAME} -a ${PUBLIC_IP_ROUTER} --ttl 300

If you prefer to add explicit domains instead of using a wildcard, you can create entries for each of the cluster’s current routes:

$ oc get --all-namespaces -o jsonpath='{range .items[*]}{range .status.ingress[*]}{.host}{"\n"}{end}{end}' routes

Example output

oauth-openshift.apps.cluster.basedomain.com
console-openshift-console.apps.cluster.basedomain.com
downloads-openshift-console.apps.cluster.basedomain.com
alertmanager-main-openshift-monitoring.apps.cluster.basedomain.com
grafana-openshift-monitoring.apps.cluster.basedomain.com
prometheus-k8s-openshift-monitoring.apps.cluster.basedomain.com

7.5.22. Completing an Azure Stack Hub installation on user-provisioned infrastructure

After you start the OpenShift Container Platform installation on Microsoft Azure Stack Hub user-provisioned infrastructure, you can monitor the cluster events until the cluster is ready.

Prerequisites

  • Deploy the bootstrap machine for an OpenShift Container Platform cluster on user-provisioned Azure Stack Hub infrastructure.
  • Install the oc CLI and log in.

Procedure

  • Complete the cluster installation:

    $ ./openshift-install --dir <installation_directory> wait-for install-complete 1

    Example output

    INFO Waiting up to 30m0s for the cluster to initialize...

    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

Additional resources

7.6. Uninstalling a cluster on Azure Stack Hub

You can remove a cluster that you deployed to Azure Stack Hub.

7.6.1. Removing a cluster that uses installer-provisioned infrastructure

You can remove a cluster that uses installer-provisioned infrastructure from your cloud.

Note

After uninstallation, check your cloud provider for any resources not removed properly, especially with User Provisioned Infrastructure (UPI) clusters. There might be resources that the installer did not create or that the installer is unable to access.

Prerequisites

  • Have a copy of the installation program that you used to deploy the cluster.
  • Have the files that the installation program generated when you created your cluster.

While you can uninstall the cluster using the copy of the installation program that was used to deploy it, using OpenShift Container Platform version 4.13 or later is recommended.

The removal of service principals is dependent on the Microsoft Azure AD Graph API. Using version 4.13 or later of the installation program ensures that service principals are removed without the need for manual intervention, if and when Microsoft decides to retire the Azure AD Graph API.

Procedure

  1. From the directory that contains the installation program on the computer that you used to install the cluster, run the following command:

    $ ./openshift-install destroy cluster \
    --dir <installation_directory> --log-level info 1 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different details, specify warn, debug, or error instead of info.
    Note

    You must specify the directory that contains the cluster definition files for your cluster. The installation program requires the metadata.json file in this directory to delete the cluster.

  1. Optional: Delete the <installation_directory> directory and the OpenShift Container Platform installation program.

Chapter 8. Installing on GCP

8.1. Preparing to install on GCP

8.1.1. Prerequisites

8.1.2. Requirements for installing OpenShift Container Platform on GCP

Before installing OpenShift Container Platform on Google Cloud Platform (GCP), you must create a service account and configure a GCP project. See Configuring a GCP project for details about creating a project, enabling API services, configuring DNS, GCP account limits, and supported GCP regions.

If the cloud identity and access management (IAM) APIs are not accessible in your environment, or if you do not want to store an administrator-level credential secret in the kube-system namespace, see Manually creating IAM for GCP for other options.

8.1.3. Choosing a method to install OpenShift Container Platform on GCP

You can install OpenShift Container Platform on installer-provisioned or user-provisioned infrastructure. The default installation type uses installer-provisioned infrastructure, where the installation program provisions the underlying infrastructure for the cluster. You can also install OpenShift Container Platform on infrastructure that you provision. If you do not use infrastructure that the installation program provisions, you must manage and maintain the cluster resources yourself.

See Installation process for more information about installer-provisioned and user-provisioned installation processes.

8.1.3.1. Installing a cluster on installer-provisioned infrastructure

You can install a cluster on GCP infrastructure that is provisioned by the OpenShift Container Platform installation program, by using one of the following methods:

  • Installing a cluster quickly on GCP: You can install OpenShift Container Platform on GCP infrastructure that is provisioned by the OpenShift Container Platform installation program. You can install a cluster quickly by using the default configuration options.
  • Installing a customized cluster on GCP: You can install a customized cluster on GCP infrastructure that the installation program provisions. The installation program allows for some customization to be applied at the installation stage. Many other customization options are available post-installation.
  • Installing a cluster on GCP with network customizations: You can customize your OpenShift Container Platform network configuration during installation, so that your cluster can coexist with your existing IP address allocations and adhere to your network requirements.
  • Installing a cluster on GCP in a restricted network: You can install OpenShift Container Platform on GCP on installer-provisioned infrastructure by using an internal mirror of the installation release content. You can use this method to install a cluster that does not require an active internet connection to obtain the software components. While you can install OpenShift Container Platform by using the mirrored content, your cluster still requires internet access to use the GCP APIs.
  • Installing a cluster into an existing Virtual Private Cloud: You can install OpenShift Container Platform on an existing GCP Virtual Private Cloud (VPC). You can use this installation method if you have constraints set by the guidelines of your company, such as limits on creating new accounts or infrastructure.
  • Installing a private cluster on an existing VPC: You can install a private cluster on an existing GCP VPC. You can use this method to deploy OpenShift Container Platform on an internal network that is not visible to the internet.
8.1.3.2. Installing a cluster on user-provisioned infrastructure

You can install a cluster on GCP infrastructure that you provision, by using one of the following methods:

8.1.4. Next steps

8.2. Configuring a GCP project

Before you can install OpenShift Container Platform, you must configure a Google Cloud Platform (GCP) project to host it.

8.2.1. Creating a GCP project

To install OpenShift Container Platform, you must create a project in your Google Cloud Platform (GCP) account to host the cluster.

Procedure

  • Create a project to host your OpenShift Container Platform cluster. See Creating and Managing Projects in the GCP documentation.

    Important

    Your GCP project must use the Premium Network Service Tier if you are using installer-provisioned infrastructure. The Standard Network Service Tier is not supported for clusters installed using the installation program. The installation program configures internal load balancing for the api-int.<cluster_name>.<base_domain> URL; the Premium Tier is required for internal load balancing.

8.2.2. Enabling API services in GCP

Your Google Cloud Platform (GCP) project requires access to several API services to complete OpenShift Container Platform installation.

Prerequisites

  • You created a project to host your cluster.

Procedure

  • Enable the following required API services in the project that hosts your cluster. You can also enable optional API services which are not required for installation. See Enabling services in the GCP documentation.

    Table 8.1. Required API services
    API serviceConsole service name

    Compute Engine API

    compute.googleapis.com

    Cloud Resource Manager API

    cloudresourcemanager.googleapis.com

    Google DNS API

    dns.googleapis.com

    IAM Service Account Credentials API

    iamcredentials.googleapis.com

    Identity and Access Management (IAM) API

    iam.googleapis.com

    Service Usage API

    serviceusage.googleapis.com

    Table 8.2. Optional API services
    API serviceConsole service name

    Google Cloud APIs

    cloudapis.googleapis.com

    Service Management API

    servicemanagement.googleapis.com

    Google Cloud Storage JSON API

    storage-api.googleapis.com

    Cloud Storage

    storage-component.googleapis.com

8.2.3. Configuring DNS for GCP

To install OpenShift Container Platform, the Google Cloud Platform (GCP) account you use must have a dedicated public hosted zone in the same project that you host the OpenShift Container Platform cluster. This zone must be authoritative for the domain. The DNS service provides cluster DNS resolution and name lookup for external connections to the cluster.

Procedure

  1. Identify your domain, or subdomain, and registrar. You can transfer an existing domain and registrar or obtain a new one through GCP or another source.

    Note

    If you purchase a new domain, it can take time for the relevant DNS changes to propagate. For more information about purchasing domains through Google, see Google Domains.

  2. Create a public hosted zone for your domain or subdomain in your GCP project. See Creating public zones in the GCP documentation.

    Use an appropriate root domain, such as openshiftcorp.com, or subdomain, such as clusters.openshiftcorp.com.

  3. Extract the new authoritative name servers from the hosted zone records. See Look up your Cloud DNS name servers in the GCP documentation.

    You typically have four name servers.

  4. Update the registrar records for the name servers that your domain uses. For example, if you registered your domain to Google Domains, see the following topic in the Google Domains Help: How to switch to custom name servers.
  5. If you migrated your root domain to Google Cloud DNS, migrate your DNS records. See Migrating to Cloud DNS in the GCP documentation.
  6. If you use a subdomain, follow your company’s procedures to add its delegation records to the parent domain. This process might include a request to your company’s IT department or the division that controls the root domain and DNS services for your company.

8.2.4. GCP account limits

The OpenShift Container Platform cluster uses a number of Google Cloud Platform (GCP) components, but the default Quotas do not affect your ability to install a default OpenShift Container Platform cluster.

A default cluster, which contains three compute and three control plane machines, uses the following resources. Note that some resources are required only during the bootstrap process and are removed after the cluster deploys.

Table 8.3. GCP resources used in a default cluster
ServiceComponentLocationTotal resources requiredResources removed after bootstrap

Service account

IAM

Global

5

0

Firewall rules

Compute

Global

11

1

Forwarding rules

Compute

Global

2

0

In-use global IP addresses

Compute

Global

4

1

Health checks

Compute

Global

3

0

Images

Compute

Global

1

0

Networks

Compute

Global

2

0

Static IP addresses

Compute

Region

4

1

Routers

Compute

Global

1

0

Routes

Compute

Global

2

0

Subnetworks

Compute

Global

2

0

Target pools

Compute

Global

3

0

CPUs

Compute

Region

28

4

Persistent disk SSD (GB)

Compute

Region

896

128

Note

If any of the quotas are insufficient during installation, the installation program displays an error that states both which quota was exceeded and the region.

Be sure to consider your actual cluster size, planned cluster growth, and any usage from other clusters that are associated with your account. The CPU, static IP addresses, and persistent disk SSD (storage) quotas are the ones that are most likely to be insufficient.

If you plan to deploy your cluster in one of the following regions, you will exceed the maximum storage quota and are likely to exceed the CPU quota limit:

  • asia-east2
  • asia-northeast2
  • asia-south1
  • australia-southeast1
  • europe-north1
  • europe-west2
  • europe-west3
  • europe-west6
  • northamerica-northeast1
  • southamerica-east1
  • us-west2

You can increase resource quotas from the GCP console, but you might need to file a support ticket. Be sure to plan your cluster size early so that you can allow time to resolve the support ticket before you install your OpenShift Container Platform cluster.

8.2.5. Creating a service account in GCP

OpenShift Container Platform requires a Google Cloud Platform (GCP) service account that provides authentication and authorization to access data in the Google APIs. If you do not have an existing IAM service account that contains the required roles in your project, you must create one.

Prerequisites

  • You created a project to host your cluster.

Procedure

  1. Create a service account in the project that you use to host your OpenShift Container Platform cluster. See Creating a service account in the GCP documentation.
  2. Grant the service account the appropriate permissions. You can either grant the individual permissions that follow or assign the Owner role to it. See Granting roles to a service account for specific resources.

    Note

    While making the service account an owner of the project is the easiest way to gain the required permissions, it means that service account has complete control over the project. You must determine if the risk that comes from offering that power is acceptable.

  3. Create the service account key in JSON format. See Creating service account keys in the GCP documentation.

    The service account key is required to create a cluster.

8.2.5.1. Required GCP roles

When you attach the Owner role to the service account that you create, you grant that service account all permissions, including those that are required to install OpenShift Container Platform. If your organization’s security policies require a more restrictive set of permissions, you can create a service account with the following permissions. If you deploy your cluster into an existing virtual private cloud (VPC), the service account does not require certain networking permissions, which are noted in the following lists:

Required roles for the installation program

  • Compute Admin
  • Security Admin
  • Service Account Admin
  • Service Account Key Admin
  • Service Account User
  • Storage Admin

Required roles for creating network resources during installation

  • DNS Administrator

The roles are applied to the service accounts that the control plane and compute machines use:

Table 8.4. GCP service account permissions
AccountRoles

Control Plane

roles/compute.instanceAdmin

roles/compute.networkAdmin

roles/compute.securityAdmin

roles/storage.admin

roles/iam.serviceAccountUser

Compute

roles/compute.viewer

roles/storage.admin

8.2.5.2. Required GCP permissions for installer-provisioned infrastructure

When you attach the Owner role to the service account that you create, you grant that service account all permissions, including those that are required to install OpenShift Container Platform.

If your organization’s security policies require a more restrictive set of permissions, you can create custom roles with the necessary permissions. The following permissions are required for the installer-provisioned infrastructure for creating and deleting the OpenShift Container Platform cluster.

Example 8.1. Required permissions for creating network resources

  • compute.addresses.create
  • compute.addresses.createInternal
  • compute.addresses.delete
  • compute.addresses.get
  • compute.addresses.list
  • compute.addresses.use
  • compute.addresses.useInternal
  • compute.firewalls.create
  • compute.firewalls.delete
  • compute.firewalls.get
  • compute.firewalls.list
  • compute.forwardingRules.create
  • compute.forwardingRules.get
  • compute.forwardingRules.list
  • compute.forwardingRules.setLabels
  • compute.networks.create
  • compute.networks.get
  • compute.networks.list
  • compute.networks.updatePolicy
  • compute.routers.create
  • compute.routers.get
  • compute.routers.list
  • compute.routers.update
  • compute.routes.list
  • compute.subnetworks.create
  • compute.subnetworks.get
  • compute.subnetworks.list
  • compute.subnetworks.use
  • compute.subnetworks.useExternalIp

Example 8.2. Required permissions for creating load balancer resources

  • compute.regionBackendServices.create
  • compute.regionBackendServices.get
  • compute.regionBackendServices.list
  • compute.regionBackendServices.update
  • compute.regionBackendServices.use
  • compute.targetPools.addInstance
  • compute.targetPools.create
  • compute.targetPools.get
  • compute.targetPools.list
  • compute.targetPools.removeInstance
  • compute.targetPools.use

Example 8.3. Required permissions for creating DNS resources

  • dns.changes.create
  • dns.changes.get
  • dns.managedZones.create
  • dns.managedZones.get
  • dns.managedZones.list
  • dns.networks.bindPrivateDNSZone
  • dns.resourceRecordSets.create
  • dns.resourceRecordSets.list

Example 8.4. Required permissions for creating Service Account resources

  • iam.serviceAccountKeys.create
  • iam.serviceAccountKeys.delete
  • iam.serviceAccountKeys.get
  • iam.serviceAccountKeys.list
  • iam.serviceAccounts.actAs
  • iam.serviceAccounts.create
  • iam.serviceAccounts.delete
  • iam.serviceAccounts.get
  • iam.serviceAccounts.list
  • resourcemanager.projects.get
  • resourcemanager.projects.getIamPolicy
  • resourcemanager.projects.setIamPolicy

Example 8.5. Required permissions for creating compute resources

  • compute.disks.create
  • compute.disks.get
  • compute.disks.list
  • compute.instanceGroups.create
  • compute.instanceGroups.delete
  • compute.instanceGroups.get
  • compute.instanceGroups.list
  • compute.instanceGroups.update
  • compute.instanceGroups.use
  • compute.instances.create
  • compute.instances.delete
  • compute.instances.get
  • compute.instances.list
  • compute.instances.setLabels
  • compute.instances.setMetadata
  • compute.instances.setServiceAccount
  • compute.instances.setTags
  • compute.instances.use
  • compute.machineTypes.get
  • compute.machineTypes.list

Example 8.6. Required for creating storage resources

  • storage.buckets.create
  • storage.buckets.delete
  • storage.buckets.get
  • storage.buckets.list
  • storage.objects.create
  • storage.objects.delete
  • storage.objects.get
  • storage.objects.list

Example 8.7. Required permissions for creating health check resources

  • compute.healthChecks.create
  • compute.healthChecks.get
  • compute.healthChecks.list
  • compute.healthChecks.useReadOnly
  • compute.httpHealthChecks.create
  • compute.httpHealthChecks.get
  • compute.httpHealthChecks.list
  • compute.httpHealthChecks.useReadOnly

Example 8.8. Required permissions to get GCP zone and region related information

  • compute.globalOperations.get
  • compute.regionOperations.get
  • compute.regions.list
  • compute.zoneOperations.get
  • compute.zones.get
  • compute.zones.list

Example 8.9. Required permissions for checking services and quotas

  • monitoring.timeSeries.list
  • serviceusage.quotas.get
  • serviceusage.services.list

Example 8.10. Required IAM permissions for installation

  • iam.roles.get

Example 8.11. Optional Images permissions for installation

  • compute.images.list

Example 8.12. Optional permission for running gather bootstrap

  • compute.instances.getSerialPortOutput

Example 8.13. Required permissions for deleting network resources

  • compute.addresses.delete
  • compute.addresses.deleteInternal
  • compute.addresses.list
  • compute.firewalls.delete
  • compute.firewalls.list
  • compute.forwardingRules.delete
  • compute.forwardingRules.list
  • compute.networks.delete
  • compute.networks.list
  • compute.networks.updatePolicy
  • compute.routers.delete
  • compute.routers.list
  • compute.routes.list
  • compute.subnetworks.delete
  • compute.subnetworks.list

Example 8.14. Required permissions for deleting load balancer resources

  • compute.regionBackendServices.delete
  • compute.regionBackendServices.list
  • compute.targetPools.delete
  • compute.targetPools.list

Example 8.15. Required permissions for deleting DNS resources

  • dns.changes.create
  • dns.managedZones.delete
  • dns.managedZones.get
  • dns.managedZones.list
  • dns.resourceRecordSets.delete
  • dns.resourceRecordSets.list

Example 8.16. Required permissions for deleting Service Account resources

  • iam.serviceAccounts.delete
  • iam.serviceAccounts.get
  • iam.serviceAccounts.list
  • resourcemanager.projects.getIamPolicy
  • resourcemanager.projects.setIamPolicy

Example 8.17. Required permissions for deleting compute resources

  • compute.disks.delete
  • compute.disks.list
  • compute.instanceGroups.delete
  • compute.instanceGroups.list
  • compute.instances.delete
  • compute.instances.list
  • compute.instances.stop
  • compute.machineTypes.list

Example 8.18. Required for deleting storage resources

  • storage.buckets.delete
  • storage.buckets.getIamPolicy
  • storage.buckets.list
  • storage.objects.delete
  • storage.objects.list

Example 8.19. Required permissions for deleting health check resources

  • compute.healthChecks.delete
  • compute.healthChecks.list
  • compute.httpHealthChecks.delete
  • compute.httpHealthChecks.list

Example 8.20. Required Images permissions for deletion

  • compute.images.list

8.2.6. Supported GCP regions

You can deploy an OpenShift Container Platform cluster to the following Google Cloud Platform (GCP) regions:

  • asia-east1 (Changhua County, Taiwan)
  • asia-east2 (Hong Kong)
  • asia-northeast1 (Tokyo, Japan)
  • asia-northeast2 (Osaka, Japan)
  • asia-northeast3 (Seoul, South Korea)
  • asia-south1 (Mumbai, India)
  • asia-south2 (Delhi, India)
  • asia-southeast1 (Jurong West, Singapore)
  • asia-southeast2 (Jakarta, Indonesia)
  • australia-southeast1 (Sydney, Australia)
  • australia-southeast2 (Melbourne, Australia)
  • europe-central2 (Warsaw, Poland)
  • europe-north1 (Hamina, Finland)
  • europe-southwest1 (Madrid, Spain)
  • europe-west1 (St. Ghislain, Belgium)
  • europe-west2 (London, England, UK)
  • europe-west3 (Frankfurt, Germany)
  • europe-west4 (Eemshaven, Netherlands)
  • europe-west6 (Zürich, Switzerland)
  • europe-west8 (Milan, Italy)
  • europe-west9 (Paris, France)
  • northamerica-northeast1 (Montréal, Québec, Canada)
  • northamerica-northeast2 (Toronto, Ontario, Canada)
  • southamerica-east1 (São Paulo, Brazil)
  • southamerica-west1 (Santiago, Chile)
  • us-central1 (Council Bluffs, Iowa, USA)
  • us-east1 (Moncks Corner, South Carolina, USA)
  • us-east4 (Ashburn, Northern Virginia, USA)
  • us-east5 (Columbus, Ohio)
  • us-south1 (Dallas, Texas)
  • us-west1 (The Dalles, Oregon, USA)
  • us-west2 (Los Angeles, California, USA)
  • us-west3 (Salt Lake City, Utah, USA)
  • us-west4 (Las Vegas, Nevada, USA)

8.2.7. Next steps

8.3. Manually creating IAM for GCP

In environments where the cloud identity and access management (IAM) APIs are not reachable, or the administrator prefers not to store an administrator-level credential secret in the cluster kube-system namespace, you can put the Cloud Credential Operator (CCO) into manual mode before you install the cluster.

8.3.1. Alternatives to storing administrator-level secrets in the kube-system project

The Cloud Credential Operator (CCO) manages cloud provider credentials as Kubernetes custom resource definitions (CRDs). You can configure the CCO to suit the security requirements of your organization by setting different values for the credentialsMode parameter in the install-config.yaml file.

If you prefer not to store an administrator-level credential secret in the cluster kube-system project, you can choose one of the following options when installing OpenShift Container Platform:

  • Use manual mode with GCP Workload Identity:

    You can use the CCO utility (ccoctl) to configure the cluster to use manual mode with GCP Workload Identity. When the CCO utility is used to configure the cluster for GCP Workload Identity, it signs service account tokens that provide short-term, limited-privilege security credentials to components.

    Note

    This credentials strategy is supported for only new OpenShift Container Platform clusters and must be configured during installation. You cannot reconfigure an existing cluster that uses a different credentials strategy to use this feature.

  • Manage cloud credentials manually:

    You can set the credentialsMode parameter for the CCO to Manual to manage cloud credentials manually. Using manual mode allows each cluster component to have only the permissions it requires, without storing an administrator-level credential in the cluster. You can also use this mode if your environment does not have connectivity to the cloud provider public IAM endpoint. However, you must manually reconcile permissions with new release images for every upgrade. You must also manually supply credentials for every component that requests them.

  • Remove the administrator-level credential secret after installing OpenShift Container Platform with mint mode:

    If you are using the CCO with the credentialsMode parameter set to Mint, you can remove or rotate the administrator-level credential after installing OpenShift Container Platform. Mint mode is the default configuration for the CCO. This option requires the presence of the administrator-level credential during an installation. The administrator-level credential is used during the installation to mint other credentials with some permissions granted. The original credential secret is not stored in the cluster permanently.

Note

Prior to a non z-stream upgrade, you must reinstate the credential secret with the administrator-level credential. If the credential is not present, the upgrade might be blocked.

For a detailed description of all available CCO credential modes and their supported platforms, see About the Cloud Credential Operator.

8.3.2. Manually create IAM

The Cloud Credential Operator (CCO) can be put into manual mode prior to installation in environments where the cloud identity and access management (IAM) APIs are not reachable, or the administrator prefers not to store an administrator-level credential secret in the cluster kube-system namespace.

Procedure

  1. Change to the directory that contains the installation program and create the install-config.yaml file by running the following command:

    $ openshift-install create install-config --dir <installation_directory>

    where <installation_directory> is the directory in which the installation program creates files.

  2. Edit the install-config.yaml configuration file so that it contains the credentialsMode parameter set to Manual.

    Example install-config.yaml configuration file

    apiVersion: v1
    baseDomain: cluster1.example.com
    credentialsMode: Manual 1
    compute:
    - architecture: amd64
      hyperthreading: Enabled
    ...

    1
    This line is added to set the credentialsMode parameter to Manual.
  3. Generate the manifests by running the following command from the directory that contains the installation program:

    $ openshift-install create manifests --dir <installation_directory>

    where <installation_directory> is the directory in which the installation program creates files.

  4. From the directory that contains the installation program, obtain details of the OpenShift Container Platform release image that your openshift-install binary is built to use by running the following command:

    $ openshift-install version

    Example output

    release image quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64

  5. Locate all CredentialsRequest objects in this release image that target the cloud you are deploying on by running the following command:

    $ oc adm release extract quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64 \
      --credentials-requests \
      --cloud=gcp

    This command creates a YAML file for each CredentialsRequest object.

    Sample CredentialsRequest object

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: GCPProviderSpec
        predefinedRoles:
        - roles/storage.admin
        - roles/iam.serviceAccountUser
        skipServiceCheck: true
      ...

  6. Create YAML files for secrets in the openshift-install manifests directory that you generated previously. The secrets must be stored using the namespace and secret name defined in the spec.secretRef for each CredentialsRequest object.

    Sample CredentialsRequest object with secrets

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
          ...
      secretRef:
        name: <component-secret>
        namespace: <component-namespace>
      ...

    Sample Secret object

    apiVersion: v1
    kind: Secret
    metadata:
      name: <component-secret>
      namespace: <component-namespace>
    data:
      service_account.json: <base64_encoded_gcp_service_account_file>

    Important

    The release image includes CredentialsRequest objects for Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set. You can identify these objects by their use of the release.openshift.io/feature-gate: TechPreviewNoUpgrade annotation.

    • If you are not using any of these features, do not create secrets for these objects. Creating secrets for Technology Preview features that you are not using can cause the installation to fail.
    • If you are using any of these features, you must create secrets for the corresponding objects.
    • To find CredentialsRequest objects with the TechPreviewNoUpgrade annotation, run the following command:

      $ grep "release.openshift.io/feature-gate" *

      Example output

      0000_30_capi-operator_00_credentials-request.yaml:  release.openshift.io/feature-gate: TechPreviewNoUpgrade

  7. From the directory that contains the installation program, proceed with your cluster creation:

    $ openshift-install create cluster --dir <installation_directory>
    Important

    Before upgrading a cluster that uses manually maintained credentials, you must ensure that the CCO is in an upgradeable state.

8.3.3. Mint mode

Mint mode is the default Cloud Credential Operator (CCO) credentials mode for OpenShift Container Platform on platforms that support it. In this mode, the CCO uses the provided administrator-level cloud credential to run the cluster. Mint mode is supported for AWS and GCP.

In mint mode, the admin credential is stored in the kube-system namespace and then used by the CCO to process the CredentialsRequest objects in the cluster and create users for each with specific permissions.

The benefits of mint mode include:

  • Each cluster component has only the permissions it requires
  • Automatic, on-going reconciliation for cloud credentials, including additional credentials or permissions that might be required for upgrades

One drawback is that mint mode requires admin credential storage in a cluster kube-system secret.

8.3.4. Mint mode with removal or rotation of the administrator-level credential

Currently, this mode is only supported on AWS and GCP.

In this mode, a user installs OpenShift Container Platform with an administrator-level credential just like the normal mint mode. However, this process removes the administrator-level credential secret from the cluster post-installation.

The administrator can have the Cloud Credential Operator make its own request for a read-only credential that allows it to verify if all CredentialsRequest objects have their required permissions, thus the administrator-level credential is not required unless something needs to be changed. After the associated credential is removed, it can be deleted or deactivated on the underlying cloud, if desired.

Note

Prior to a non z-stream upgrade, you must reinstate the credential secret with the administrator-level credential. If the credential is not present, the upgrade might be blocked.

The administrator-level credential is not stored in the cluster permanently.

Following these steps still requires the administrator-level credential in the cluster for brief periods of time. It also requires manually re-instating the secret with administrator-level credentials for each upgrade.

8.3.5. Next steps

8.4. Installing a cluster quickly on GCP

In OpenShift Container Platform version 4.10, you can install a cluster on Google Cloud Platform (GCP) that uses the default configuration options.

8.4.1. Prerequisites

Note

If the region to which you are installing does not support the N1 machine type, you cannot complete the installation using these steps. You must specify a supported machine type in the install-config.yaml file before you install the cluster. For more information, see Installing a cluster on GCP with customizations.

8.4.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

8.4.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

  5. Set the GOOGLE_APPLICATION_CREDENTIALS environment variable to the full path to your service account private key file.

    $ export GOOGLE_APPLICATION_CREDENTIALS="<your_service_account_file>"
  6. Verify that the credentials were applied.

    $ gcloud auth list

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

8.4.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

8.4.5. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Remove any existing GCP credentials that do not use the service account key for the GCP account that you configured for your cluster and that are stored in the following locations:

    • The GOOGLE_CREDENTIALS, GOOGLE_CLOUD_KEYFILE_JSON, or GCLOUD_KEYFILE_JSON environment variables
    • The ~/.gcp/osServiceAccount.json file
    • The gcloud cli default credentials
  2. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the directory name to store the files that the installation program creates.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Important

    Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    Provide values at the prompts:

    1. Optional: Select an SSH key to use to access your cluster machines.

      Note

      For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

    2. Select gcp as the platform to target.
    3. If you have not configured the service account key for your GCP account on your computer, you must obtain it from GCP and paste the contents of the file or enter the absolute path to the file.
    4. Select the project ID to provision the cluster in. The default value is specified by the service account that you configured.
    5. Select the region to deploy the cluster to.
    6. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
    7. Enter a descriptive name for your cluster. If you provide a name that is longer than 6 characters, only the first 6 characters will be used in the infrastructure ID that is generated from the cluster name.
    8. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  3. Optional: You can reduce the number of permissions for the service account that you used to install the cluster.

    • If you assigned the Owner role to your service account, you can remove that role and replace it with the Viewer role.
    • If you included the Service Account Key Admin role, you can remove it.

8.4.6. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

8.4.7. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

8.4.8. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

8.4.9. Next steps

8.5. Installing a cluster on GCP with customizations

In OpenShift Container Platform version 4.10, you can install a customized cluster on infrastructure that the installation program provisions on Google Cloud Platform (GCP). To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

8.5.1. Prerequisites

8.5.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

8.5.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

  5. Set the GOOGLE_APPLICATION_CREDENTIALS environment variable to the full path to your service account private key file.

    $ export GOOGLE_APPLICATION_CREDENTIALS="<your_service_account_file>"
  6. Verify that the credentials were applied.

    $ gcloud auth list

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

8.5.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

8.5.5. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Google Cloud Platform (GCP).

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select gcp as the platform to target.
      3. If you have not configured the service account key for your GCP account on your computer, you must obtain it from GCP and paste the contents of the file or enter the absolute path to the file.
      4. Select the project ID to provision the cluster in. The default value is specified by the service account that you configured.
      5. Select the region to deploy the cluster to.
      6. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
      7. Enter a descriptive name for your cluster.
      8. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

8.5.5.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

8.5.5.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 8.5. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
8.5.5.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 8.6. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

8.5.5.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 8.7. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported. If you are installing on GCP into a shared virtual private cloud (VPC), credentialsMode must be set to Passthrough.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
8.5.5.1.4. Additional Google Cloud Platform (GCP) configuration parameters

Additional GCP configuration parameters are described in the following table:

Table 8.8. Additional GCP parameters
ParameterDescriptionValues

platform.gcp.network

The name of the existing VPC that you want to deploy your cluster to.

String.

platform.gcp.region

The name of the GCP region that hosts your cluster.

Any valid region name, such as us-central1.

platform.gcp.type

The GCP machine type.

The GCP machine type.

platform.gcp.zones

The availability zones where the installation program creates machines for the specified MachinePool.

A list of valid GCP availability zones, such as us-central1-a, in a YAML sequence.

platform.gcp.controlPlaneSubnet

The name of the existing subnet in your VPC that you want to deploy your control plane machines to.

The subnet name.

platform.gcp.computeSubnet

The name of the existing subnet in your VPC that you want to deploy your compute machines to.

The subnet name.

platform.gcp.licenses

A list of license URLs that must be applied to the compute images.

Important

The licenses parameter is a deprecated field and nested virtualization is enabled by default. It is not recommended to use this field.

Any license available with the license API, such as the license to enable nested virtualization. You cannot use this parameter with a mechanism that generates pre-built images. Using a license URL forces the installer to copy the source image before use.

platform.gcp.osDisk.diskSizeGB

The size of the disk in gigabytes (GB).

Any size between 16 GB and 65536 GB.

platform.gcp.osDisk.diskType

The type of disk.

Either the default pd-ssd or the pd-standard disk type. The control plane nodes must be the pd-ssd disk type. The worker nodes can be either type.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for control plane machine disk encryption.

The encryption key name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For control plane machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.location

For control plane machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For control plane machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for compute machine disk encryption.

The encryption key name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For compute machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.location

For compute machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For compute machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

8.5.5.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 8.9. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

8.5.5.3. Tested instance types for GCP

The following Google Cloud Platform instance types have been tested with OpenShift Container Platform.

Example 8.21. Machine series

  • C2
  • C2D
  • C3
  • E2
  • M1
  • N1
  • N2
  • N2D
  • Tau T2D
8.5.5.4. Using custom machine types

Using a custom machine type to install a OpenShift Container Platform cluster is supported.

Consider the following when using a custom machine type:

  • Similar to predefined instance types, custom machine types must meet the minimum resource requirements for control plane and compute machines. For more information, see "Minimum resource requirements for cluster installation".
  • The name of the custom machine type must adhere to the following syntax:

    custom-<number_of_cpus>-<amount_of_memory_in_mb>

    For example, custom-6-20480.

As part of the installation process, you specify the custom machine type in the install-config.yaml file.

Sample install-config.yaml file with a custom machine type

compute:
- architecture: amd64
  hyperthreading: Enabled
  name: worker
  platform:
    gcp:
      type: custom-6-20480
  replicas: 2
controlPlane:
  architecture: amd64
  hyperthreading: Enabled
  name: master
  platform:
    gcp:
      type: custom-6-20480
  replicas: 3

8.5.5.5. Sample customized install-config.yaml file for GCP

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2 3
  hyperthreading: Enabled 4
  name: master
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-ssd
        diskSizeGB: 1024
        encryptionKey: 5
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
compute: 6 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-standard
        diskSizeGB: 128
        encryptionKey: 9
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  gcp:
    projectID: openshift-production 11
    region: us-central1 12
pullSecret: '{"auths": ...}' 13
fips: false 14
sshKey: ssh-ed25519 AAAA... 15
1 10 11 12 13
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger machine types, such as n1-standard-8, for your machines if you disable simultaneous multithreading.

5 9
Optional: The custom encryption key section to encrypt both virtual machines and persistent volumes. Your default compute service account must have the permissions granted to use your KMS key and have the correct IAM role assigned. The default service account name follows the service-<project_number>@compute-system.iam.gserviceaccount.com pattern. For more information on granting the correct permissions for your service account, see "Machine management" → "Creating machine sets" → "Creating a machine set on GCP".
14
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

15
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

8.5.5.6. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

8.5.6. Using a GCP Marketplace image

If you want to deploy an OpenShift Container Platform cluster using a GCP Marketplace image, you must create the manifests and edit the compute machine set definitions to specify the GCP Marketplace image.

Prerequisites

  • You have the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Generate the installation manifests by running the following command:

    $ openshift-install create manifests --dir <installation_dir>
  2. Locate the following files:

    • <installation_dir>/openshift/99_openshift-cluster-api_worker-machineset-0.yaml
    • <installation_dir>/openshift/99_openshift-cluster-api_worker-machineset-1.yaml
    • <installation_dir>/openshift/99_openshift-cluster-api_worker-machineset-2.yaml
  3. In each file, edit the .spec.template.spec.providerSpec.value.disks[0].image property to reference the offer to use:

    OpenShift Container Platform
    projects/redhat-marketplace-public/global/images/redhat-coreos-ocp-48-x86-64-202210040145
    OpenShift Platform Plus
    projects/redhat-marketplace-public/global/images/redhat-coreos-opp-48-x86-64-202206140145
    OpenShift Kubernetes Engine
    projects/redhat-marketplace-public/global/images/redhat-coreos-oke-48-x86-64-202206140145

Example compute machine set with the GCP Marketplace image

deletionProtection: false
disks:
- autoDelete: true
  boot: true
  image: projects/redhat-marketplace-public/global/images/redhat-coreos-ocp-48-x86-64-202210040145
  labels: null
  sizeGb: 128
  type: pd-ssd
kind: GCPMachineProviderSpec
machineType: n2-standard-4

8.5.7. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Remove any existing GCP credentials that do not use the service account key for the GCP account that you configured for your cluster and that are stored in the following locations:

    • The GOOGLE_CREDENTIALS, GOOGLE_CLOUD_KEYFILE_JSON, or GCLOUD_KEYFILE_JSON environment variables
    • The ~/.gcp/osServiceAccount.json file
    • The gcloud cli default credentials
  2. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  3. Optional: You can reduce the number of permissions for the service account that you used to install the cluster.

    • If you assigned the Owner role to your service account, you can remove that role and replace it with the Viewer role.
    • If you included the Service Account Key Admin role, you can remove it.

8.5.8. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

8.5.9. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

8.5.10. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

8.5.11. Next steps

8.6. Installing a cluster on GCP with network customizations

In OpenShift Container Platform version 4.10, you can install a cluster with a customized network configuration on infrastructure that the installation program provisions on Google Cloud Platform (GCP). By customizing your network configuration, your cluster can coexist with existing IP address allocations in your environment and integrate with existing MTU and VXLAN configurations. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

You must set most of the network configuration parameters during installation, and you can modify only kubeProxy configuration parameters in a running cluster.

8.6.1. Prerequisites

8.6.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

8.6.3. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

  5. Set the GOOGLE_APPLICATION_CREDENTIALS environment variable to the full path to your service account private key file.

    $ export GOOGLE_APPLICATION_CREDENTIALS="<your_service_account_file>"
  6. Verify that the credentials were applied.

    $ gcloud auth list

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

8.6.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

8.6.5. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Google Cloud Platform (GCP).

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select gcp as the platform to target.
      3. If you have not configured the service account key for your GCP account on your computer, you must obtain it from GCP and paste the contents of the file or enter the absolute path to the file.
      4. Select the project ID to provision the cluster in. The default value is specified by the service account that you configured.
      5. Select the region to deploy the cluster to.
      6. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
      7. Enter a descriptive name for your cluster.
      8. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

8.6.5.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

8.6.5.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 8.10. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
8.6.5.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 8.11. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

8.6.5.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 8.12. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported. If you are installing on GCP into a shared virtual private cloud (VPC), credentialsMode must be set to Passthrough.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
8.6.5.1.4. Additional Google Cloud Platform (GCP) configuration parameters

Additional GCP configuration parameters are described in the following table:

Table 8.13. Additional GCP parameters
ParameterDescriptionValues

platform.gcp.network

The name of the existing VPC that you want to deploy your cluster to.

String.

platform.gcp.region

The name of the GCP region that hosts your cluster.

Any valid region name, such as us-central1.

platform.gcp.type

The GCP machine type.

The GCP machine type.

platform.gcp.zones

The availability zones where the installation program creates machines for the specified MachinePool.

A list of valid GCP availability zones, such as us-central1-a, in a YAML sequence.

platform.gcp.controlPlaneSubnet

The name of the existing subnet in your VPC that you want to deploy your control plane machines to.

The subnet name.

platform.gcp.computeSubnet

The name of the existing subnet in your VPC that you want to deploy your compute machines to.

The subnet name.

platform.gcp.licenses

A list of license URLs that must be applied to the compute images.

Important

The licenses parameter is a deprecated field and nested virtualization is enabled by default. It is not recommended to use this field.

Any license available with the license API, such as the license to enable nested virtualization. You cannot use this parameter with a mechanism that generates pre-built images. Using a license URL forces the installer to copy the source image before use.

platform.gcp.osDisk.diskSizeGB

The size of the disk in gigabytes (GB).

Any size between 16 GB and 65536 GB.

platform.gcp.osDisk.diskType

The type of disk.

Either the default pd-ssd or the pd-standard disk type. The control plane nodes must be the pd-ssd disk type. The worker nodes can be either type.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for control plane machine disk encryption.

The encryption key name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For control plane machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.location

For control plane machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For control plane machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for compute machine disk encryption.

The encryption key name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For compute machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.location

For compute machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For compute machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

8.6.5.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 8.14. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

8.6.5.3. Tested instance types for GCP

The following Google Cloud Platform instance types have been tested with OpenShift Container Platform.

Example 8.22. Machine series

  • C2
  • C2D
  • C3
  • E2
  • M1
  • N1
  • N2
  • N2D
  • Tau T2D
8.6.5.4. Using custom machine types

Using a custom machine type to install a OpenShift Container Platform cluster is supported.

Consider the following when using a custom machine type:

  • Similar to predefined instance types, custom machine types must meet the minimum resource requirements for control plane and compute machines. For more information, see "Minimum resource requirements for cluster installation".
  • The name of the custom machine type must adhere to the following syntax:

    custom-<number_of_cpus>-<amount_of_memory_in_mb>

    For example, custom-6-20480.

As part of the installation process, you specify the custom machine type in the install-config.yaml file.

Sample install-config.yaml file with a custom machine type

compute:
- architecture: amd64
  hyperthreading: Enabled
  name: worker
  platform:
    gcp:
      type: custom-6-20480
  replicas: 2
controlPlane:
  architecture: amd64
  hyperthreading: Enabled
  name: master
  platform:
    gcp:
      type: custom-6-20480
  replicas: 3

8.6.5.5. Sample customized install-config.yaml file for GCP

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2 3
  hyperthreading: Enabled 4
  name: master
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-ssd
        diskSizeGB: 1024
        encryptionKey: 5
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
compute: 6 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-standard
        diskSizeGB: 128
        encryptionKey: 9
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
metadata:
  name: test-cluster 10
networking: 11
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  gcp:
    projectID: openshift-production 12
    region: us-central1 13
pullSecret: '{"auths": ...}' 14
fips: false 15
sshKey: ssh-ed25519 AAAA... 16
1 10 12 13 14
Required. The installation program prompts you for this value.
2 6 11
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger machine types, such as n1-standard-8, for your machines if you disable simultaneous multithreading.

5 9
Optional: The custom encryption key section to encrypt both virtual machines and persistent volumes. Your default compute service account must have the permissions granted to use your KMS key and have the correct IAM role assigned. The default service account name follows the service-<project_number>@compute-system.iam.gserviceaccount.com pattern. For more information on granting the correct permissions for your service account, see "Machine management" → "Creating machine sets" → "Creating a machine set on GCP".
15
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

16
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

8.6.6. Additional resources

8.6.6.1. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

8.6.7. Network configuration phases

There are two phases prior to OpenShift Container Platform installation where you can customize the network configuration.

Phase 1

You can customize the following network-related fields in the install-config.yaml file before you create the manifest files:

  • networking.networkType
  • networking.clusterNetwork
  • networking.serviceNetwork
  • networking.machineNetwork

    For more information on these fields, refer to Installation configuration parameters.

    Note

    Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

    Important

    The CIDR range 172.17.0.0/16 is reserved by libVirt. You cannot use this range or any range that overlaps with this range for any networks in your cluster.

Phase 2
After creating the manifest files by running openshift-install create manifests, you can define a customized Cluster Network Operator manifest with only the fields you want to modify. You can use the manifest to specify advanced network configuration.

You cannot override the values specified in phase 1 in the install-config.yaml file during phase 2. However, you can further customize the cluster network provider during phase 2.

8.6.8. Specifying advanced network configuration

You can use advanced network configuration for your cluster network provider to integrate your cluster into your existing network environment. You can specify advanced network configuration only before you install the cluster.

Important

Customizing your network configuration by modifying the OpenShift Container Platform manifest files created by the installation program is not supported. Applying a manifest file that you create, as in the following procedure, is supported.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    <installation_directory> specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
  3. Specify the advanced network configuration for your cluster in the cluster-network-03-config.yml file, such as in the following examples:

    Specify a different VXLAN port for the OpenShift SDN network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        openshiftSDNConfig:
          vxlanPort: 4800

    Enable IPsec for the OVN-Kubernetes network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          ipsecConfig: {}

  4. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program consumes the manifests/ directory when you create the Ignition config files.

8.6.9. Cluster Network Operator configuration

The configuration for the cluster network is specified as part of the Cluster Network Operator (CNO) configuration and stored in a custom resource (CR) object that is named cluster. The CR specifies the fields for the Network API in the operator.openshift.io API group.

The CNO configuration inherits the following fields during cluster installation from the Network API in the Network.config.openshift.io API group and these fields cannot be changed:

clusterNetwork
IP address pools from which pod IP addresses are allocated.
serviceNetwork
IP address pool for services.
defaultNetwork.type
Cluster network provider, such as OpenShift SDN or OVN-Kubernetes.

You can specify the cluster network provider configuration for your cluster by setting the fields for the defaultNetwork object in the CNO object named cluster.

8.6.9.1. Cluster Network Operator configuration object

The fields for the Cluster Network Operator (CNO) are described in the following table:

Table 8.15. Cluster Network Operator configuration object
FieldTypeDescription

metadata.name

string

The name of the CNO object. This name is always cluster.

spec.clusterNetwork

array

A list specifying the blocks of IP addresses from which pod IP addresses are allocated and the subnet prefix length assigned to each individual node in the cluster. For example:

spec:
  clusterNetwork:
  - cidr: 10.128.0.0/19
    hostPrefix: 23
  - cidr: 10.128.32.0/19
    hostPrefix: 23

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.serviceNetwork

array

A block of IP addresses for services. The OpenShift SDN and OVN-Kubernetes Container Network Interface (CNI) network providers support only a single IP address block for the service network. For example:

spec:
  serviceNetwork:
  - 172.30.0.0/14

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.defaultNetwork

object

Configures the Container Network Interface (CNI) cluster network provider for the cluster network.

spec.kubeProxyConfig

object

The fields for this object specify the kube-proxy configuration. If you are using the OVN-Kubernetes cluster network provider, the kube-proxy configuration has no effect.

defaultNetwork object configuration

The values for the defaultNetwork object are defined in the following table:

Table 8.16. defaultNetwork object
FieldTypeDescription

type

string

Either OpenShiftSDN or OVNKubernetes. The cluster network provider is selected during installation. This value cannot be changed after cluster installation.

Note

OpenShift Container Platform uses the OpenShift SDN Container Network Interface (CNI) cluster network provider by default.

openshiftSDNConfig

object

This object is only valid for the OpenShift SDN cluster network provider.

ovnKubernetesConfig

object

This object is only valid for the OVN-Kubernetes cluster network provider.

Configuration for the OpenShift SDN CNI cluster network provider

The following table describes the configuration fields for the OpenShift SDN Container Network Interface (CNI) cluster network provider.

Table 8.17. openshiftSDNConfig object
FieldTypeDescription

mode

string

Configures the network isolation mode for OpenShift SDN. The default value is NetworkPolicy.

The values Multitenant and Subnet are available for backwards compatibility with OpenShift Container Platform 3.x but are not recommended. This value cannot be changed after cluster installation.

mtu

integer

The maximum transmission unit (MTU) for the VXLAN overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 50 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1450.

This value cannot be changed after cluster installation.

vxlanPort

integer

The port to use for all VXLAN packets. The default value is 4789. This value cannot be changed after cluster installation.

If you are running in a virtualized environment with existing nodes that are part of another VXLAN network, then you might be required to change this. For example, when running an OpenShift SDN overlay on top of VMware NSX-T, you must select an alternate port for the VXLAN, because both SDNs use the same default VXLAN port number.

On Amazon Web Services (AWS), you can select an alternate port for the VXLAN between port 9000 and port 9999.

Example OpenShift SDN configuration

defaultNetwork:
  type: OpenShiftSDN
  openshiftSDNConfig:
    mode: NetworkPolicy
    mtu: 1450
    vxlanPort: 4789

Configuration for the OVN-Kubernetes CNI cluster network provider

The following table describes the configuration fields for the OVN-Kubernetes CNI cluster network provider.

Table 8.18. ovnKubernetesConfig object
FieldTypeDescription

mtu

integer

The maximum transmission unit (MTU) for the Geneve (Generic Network Virtualization Encapsulation) overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 100 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1400.

genevePort

integer

The port to use for all Geneve packets. The default value is 6081. This value cannot be changed after cluster installation.

ipsecConfig

object

Specify an empty object to enable IPsec encryption. This value cannot be changed after cluster installation.

policyAuditConfig

object

Specify a configuration object for customizing network policy audit logging. If unset, the defaults audit log settings are used.

gatewayConfig

object

Optional: Specify a configuration object for customizing how egress traffic is sent to the node gateway.

Note
While migrating egress traffic, you can expect some disruption to workloads and service traffic until the Cluster Network Operator (CNO) successfully rolls out the changes.
Table 8.19. policyAuditConfig object
FieldTypeDescription

rateLimit

integer

The maximum number of messages to generate every second per node. The default value is 20 messages per second.

maxFileSize

integer

The maximum size for the audit log in bytes. The default value is 50000000 or 50 MB.

destination

string

One of the following additional audit log targets:

libc
The libc syslog() function of the journald process on the host.
udp:<host>:<port>
A syslog server. Replace <host>:<port> with the host and port of the syslog server.
unix:<file>
A Unix Domain Socket file specified by <file>.
null
Do not send the audit logs to any additional target.

syslogFacility

string

The syslog facility, such as kern, as defined by RFC5424. The default value is local0.

Table 8.20. gatewayConfig object
FieldTypeDescription

routingViaHost

boolean

Set this field to true to send egress traffic from pods to the host networking stack. For highly-specialized installations and applications that rely on manually configured routes in the kernel routing table, you might want to route egress traffic to the host networking stack. By default, egress traffic is processed in OVN to exit the cluster and is not affected by specialized routes in the kernel routing table. The default value is false.

This field has an interaction with the Open vSwitch hardware offloading feature. If you set this field to true, you do not receive the performance benefits of the offloading because egress traffic is processed by the host networking stack.

Example OVN-Kubernetes configuration with IPSec enabled

defaultNetwork:
  type: OVNKubernetes
  ovnKubernetesConfig:
    mtu: 1400
    genevePort: 6081
    ipsecConfig: {}

kubeProxyConfig object configuration

The values for the kubeProxyConfig object are defined in the following table:

Table 8.21. kubeProxyConfig object
FieldTypeDescription

iptablesSyncPeriod

string

The refresh period for iptables rules. The default value is 30s. Valid suffixes include s, m, and h and are described in the Go time package documentation.

Note

Because of performance improvements introduced in OpenShift Container Platform 4.3 and greater, adjusting the iptablesSyncPeriod parameter is no longer necessary.

proxyArguments.iptables-min-sync-period

array

The minimum duration before refreshing iptables rules. This field ensures that the refresh does not happen too frequently. Valid suffixes include s, m, and h and are described in the Go time package. The default value is:

kubeProxyConfig:
  proxyArguments:
    iptables-min-sync-period:
    - 0s

8.6.10. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

8.6.11. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

8.6.12. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

8.6.13. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

8.6.14. Next steps

8.7. Installing a cluster on GCP in a restricted network

In OpenShift Container Platform 4.10, you can install a cluster on Google Cloud Platform (GCP) in a restricted network by creating an internal mirror of the installation release content on an existing Google Virtual Private Cloud (VPC).

Important

You can install an OpenShift Container Platform cluster by using mirrored installation release content, but your cluster will require internet access to use the GCP APIs.

8.7.1. Prerequisites

  • You reviewed details about the OpenShift Container Platform installation and update processes.
  • You read the documentation on selecting a cluster installation method and preparing it for users.
  • You configured a GCP project to host the cluster.
  • You mirrored the images for a disconnected installation to your registry and obtained the imageContentSources data for your version of OpenShift Container Platform.

    Important

    Because the installation media is on the mirror host, you can use that computer to complete all installation steps.

  • You have an existing VPC in GCP. While installing a cluster in a restricted network that uses installer-provisioned infrastructure, you cannot use the installer-provisioned VPC. You must use a user-provisioned VPC that satisfies one of the following requirements:

    • Contains the mirror registry
    • Has firewall rules or a peering connection to access the mirror registry hosted elsewhere
  • If you use a firewall, you configured it to allow the sites that your cluster requires access to. While you might need to grant access to more sites, you must grant access to *.googleapis.com and accounts.google.com.
  • If the cloud identity and access management (IAM) APIs are not accessible in your environment, or if you do not want to store an administrator-level credential secret in the kube-system namespace, you can manually create and maintain IAM credentials.

8.7.2. About installations in restricted networks

In OpenShift Container Platform 4.10, you can perform an installation that does not require an active connection to the internet to obtain software components. Restricted network installations can be completed using installer-provisioned infrastructure or user-provisioned infrastructure, depending on the cloud platform to which you are installing the cluster.

If you choose to perform a restricted network installation on a cloud platform, you still require access to its cloud APIs. Some cloud functions, like Amazon Web Service’s Route 53 DNS and IAM services, require internet access. Depending on your network, you might require less internet access for an installation on bare metal hardware or on VMware vSphere.

To complete a restricted network installation, you must create a registry that mirrors the contents of the OpenShift image registry and contains the installation media. You can create this registry on a mirror host, which can access both the internet and your closed network, or by using other methods that meet your restrictions.

8.7.2.1. Additional limits

Clusters in restricted networks have the following additional limitations and restrictions:

  • The ClusterVersion status includes an Unable to retrieve available updates error.
  • By default, you cannot use the contents of the Developer Catalog because you cannot access the required image stream tags.

8.7.3. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to obtain the images that are necessary to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

8.7.4. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

  5. Set the GOOGLE_APPLICATION_CREDENTIALS environment variable to the full path to your service account private key file.

    $ export GOOGLE_APPLICATION_CREDENTIALS="<your_service_account_file>"
  6. Verify that the credentials were applied.

    $ gcloud auth list

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

8.7.5. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Google Cloud Platform (GCP).

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster. For a restricted network installation, these files are on your mirror host.
  • Have the imageContentSources values that were generated during mirror registry creation.
  • Obtain the contents of the certificate for your mirror registry.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select gcp as the platform to target.
      3. If you have not configured the service account key for your GCP account on your computer, you must obtain it from GCP and paste the contents of the file or enter the absolute path to the file.
      4. Select the project ID to provision the cluster in. The default value is specified by the service account that you configured.
      5. Select the region to deploy the cluster to.
      6. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
      7. Enter a descriptive name for your cluster.
      8. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Edit the install-config.yaml file to give the additional information that is required for an installation in a restricted network.

    1. Update the pullSecret value to contain the authentication information for your registry:

      pullSecret: '{"auths":{"<mirror_host_name>:5000": {"auth": "<credentials>","email": "you@example.com"}}}'

      For <mirror_host_name>, specify the registry domain name that you specified in the certificate for your mirror registry, and for <credentials>, specify the base64-encoded user name and password for your mirror registry.

    2. Add the additionalTrustBundle parameter and value.

      additionalTrustBundle: |
        -----BEGIN CERTIFICATE-----
        ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
        -----END CERTIFICATE-----

      The value must be the contents of the certificate file that you used for your mirror registry. The certificate file can be an existing, trusted certificate authority, or the self-signed certificate that you generated for the mirror registry.

    3. Define the network and subnets for the VPC to install the cluster in under the parent platform.gcp field:

      network: <existing_vpc>
      controlPlaneSubnet: <control_plane_subnet>
      computeSubnet: <compute_subnet>

      For platform.gcp.network, specify the name for the existing Google VPC. For platform.gcp.controlPlaneSubnet and platform.gcp.computeSubnet, specify the existing subnets to deploy the control plane machines and compute machines, respectively.

    4. Add the image content resources, which resemble the following YAML excerpt:

      imageContentSources:
      - mirrors:
        - <mirror_host_name>:5000/<repo_name>/release
        source: quay.io/openshift-release-dev/ocp-release
      - mirrors:
        - <mirror_host_name>:5000/<repo_name>/release
        source: registry.redhat.io/ocp/release

      For these values, use the imageContentSources that you recorded during mirror registry creation.

  3. Make any other modifications to the install-config.yaml file that you require. You can find more information about the available parameters in the Installation configuration parameters section.
  4. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

8.7.5.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

8.7.5.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 8.22. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
8.7.5.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 8.23. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

8.7.5.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 8.24. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported. If you are installing on GCP into a shared virtual private cloud (VPC), credentialsMode must be set to Passthrough.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
8.7.5.1.4. Additional Google Cloud Platform (GCP) configuration parameters

Additional GCP configuration parameters are described in the following table:

Table 8.25. Additional GCP parameters
ParameterDescriptionValues

platform.gcp.network

The name of the existing VPC that you want to deploy your cluster to.

String.

platform.gcp.region

The name of the GCP region that hosts your cluster.

Any valid region name, such as us-central1.

platform.gcp.type

The GCP machine type.

The GCP machine type.

platform.gcp.zones

The availability zones where the installation program creates machines for the specified MachinePool.

A list of valid GCP availability zones, such as us-central1-a, in a YAML sequence.

platform.gcp.controlPlaneSubnet

The name of the existing subnet in your VPC that you want to deploy your control plane machines to.

The subnet name.

platform.gcp.computeSubnet

The name of the existing subnet in your VPC that you want to deploy your compute machines to.

The subnet name.

platform.gcp.licenses

A list of license URLs that must be applied to the compute images.

Important

The licenses parameter is a deprecated field and nested virtualization is enabled by default. It is not recommended to use this field.

Any license available with the license API, such as the license to enable nested virtualization. You cannot use this parameter with a mechanism that generates pre-built images. Using a license URL forces the installer to copy the source image before use.

platform.gcp.osDisk.diskSizeGB

The size of the disk in gigabytes (GB).

Any size between 16 GB and 65536 GB.

platform.gcp.osDisk.diskType

The type of disk.

Either the default pd-ssd or the pd-standard disk type. The control plane nodes must be the pd-ssd disk type. The worker nodes can be either type.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for control plane machine disk encryption.

The encryption key name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For control plane machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.location

For control plane machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For control plane machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for compute machine disk encryption.

The encryption key name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For compute machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.location

For compute machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For compute machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

8.7.5.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 8.26. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

8.7.5.3. Tested instance types for GCP

The following Google Cloud Platform instance types have been tested with OpenShift Container Platform.

Example 8.23. Machine series

  • C2
  • C2D
  • C3
  • E2
  • M1
  • N1
  • N2
  • N2D
  • Tau T2D
8.7.5.4. Using custom machine types

Using a custom machine type to install a OpenShift Container Platform cluster is supported.

Consider the following when using a custom machine type:

  • Similar to predefined instance types, custom machine types must meet the minimum resource requirements for control plane and compute machines. For more information, see "Minimum resource requirements for cluster installation".
  • The name of the custom machine type must adhere to the following syntax:

    custom-<number_of_cpus>-<amount_of_memory_in_mb>

    For example, custom-6-20480.

As part of the installation process, you specify the custom machine type in the install-config.yaml file.

Sample install-config.yaml file with a custom machine type

compute:
- architecture: amd64
  hyperthreading: Enabled
  name: worker
  platform:
    gcp:
      type: custom-6-20480
  replicas: 2
controlPlane:
  architecture: amd64
  hyperthreading: Enabled
  name: master
  platform:
    gcp:
      type: custom-6-20480
  replicas: 3

8.7.5.5. Sample customized install-config.yaml file for GCP

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2 3
  hyperthreading: Enabled 4
  name: master
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-ssd
        diskSizeGB: 1024
        encryptionKey: 5
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
compute: 6 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-standard
        diskSizeGB: 128
        encryptionKey: 9
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  gcp:
    projectID: openshift-production 11
    region: us-central1 12
    network: existing_vpc 13
    controlPlaneSubnet: control_plane_subnet 14
    computeSubnet: compute_subnet 15
pullSecret: '{"auths":{"<local_registry>": {"auth": "<credentials>","email": "you@example.com"}}}' 16
fips: false 17
sshKey: ssh-ed25519 AAAA... 18
additionalTrustBundle: | 19
    -----BEGIN CERTIFICATE-----
    <MY_TRUSTED_CA_CERT>
    -----END CERTIFICATE-----
imageContentSources: 20
- mirrors:
  - <local_registry>/<local_repository_name>/release
  source: quay.io/openshift-release-dev/ocp-release
- mirrors:
  - <local_registry>/<local_repository_name>/release
  source: quay.io/openshift-release-dev/ocp-v4.0-art-dev
1 10 11 12
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger machine types, such as n1-standard-8, for your machines if you disable simultaneous multithreading.

5 9
Optional: The custom encryption key section to encrypt both virtual machines and persistent volumes. Your default compute service account must have the permissions granted to use your KMS key and have the correct IAM role assigned. The default service account name follows the service-<project_number>@compute-system.iam.gserviceaccount.com pattern. For more information on granting the correct permissions for your service account, see "Machine management" → "Creating machine sets" → "Creating a machine set on GCP".
13
Specify the name of an existing VPC.
14
Specify the name of the existing subnet to deploy the control plane machines to. The subnet must belong to the VPC that you specified.
15
Specify the name of the existing subnet to deploy the compute machines to. The subnet must belong to the VPC that you specified.
16
For <local_registry>, specify the registry domain name, and optionally the port, that your mirror registry uses to serve content. For example, registry.example.com or registry.example.com:5000. For <credentials>, specify the base64-encoded user name and password for your mirror registry.
17
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

18
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

19
Provide the contents of the certificate file that you used for your mirror registry.
20
Provide the imageContentSources section from the output of the command to mirror the repository.
8.7.5.6. Create an Ingress Controller with global access on GCP

You can create an Ingress Controller that has global access to a Google Cloud Platform (GCP) cluster. Global access is only available to Ingress Controllers using internal load balancers.

Prerequisites

  • You created the install-config.yaml and complete any modifications to it.

Procedure

Create an Ingress Controller with global access on a new GCP cluster.

  1. Change to the directory that contains the installation program and create a manifest file:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    For <installation_directory>, specify the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a file that is named cluster-ingress-default-ingresscontroller.yaml in the <installation_directory>/manifests/ directory:

    $ touch <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml 1
    1
    For <installation_directory>, specify the directory name that contains the manifests/ directory for your cluster.

    After creating the file, several network configuration files are in the manifests/ directory, as shown:

    $ ls <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml

    Example output

    cluster-ingress-default-ingresscontroller.yaml

  3. Open the cluster-ingress-default-ingresscontroller.yaml file in an editor and enter a custom resource (CR) that describes the Operator configuration you want:

    Sample clientAccess configuration to Global

      apiVersion: operator.openshift.io/v1
      kind: IngressController
      metadata:
        name: default
        namespace: openshift-ingress-operator
      spec:
        endpointPublishingStrategy:
          loadBalancer:
            providerParameters:
              gcp:
                clientAccess: Global 1
              type: GCP
            scope: Internal          2
          type: LoadBalancerService

    1
    Set gcp.clientAccess to Global.
    2
    Global access is only available to Ingress Controllers using internal load balancers.
8.7.5.7. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

8.7.6. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Remove any existing GCP credentials that do not use the service account key for the GCP account that you configured for your cluster and that are stored in the following locations:

    • The GOOGLE_CREDENTIALS, GOOGLE_CLOUD_KEYFILE_JSON, or GCLOUD_KEYFILE_JSON environment variables
    • The ~/.gcp/osServiceAccount.json file
    • The gcloud cli default credentials
  2. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  3. Optional: You can reduce the number of permissions for the service account that you used to install the cluster.

    • If you assigned the Owner role to your service account, you can remove that role and replace it with the Viewer role.
    • If you included the Service Account Key Admin role, you can remove it.

8.7.7. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

8.7.8. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

8.7.9. Disabling the default OperatorHub sources

Operator catalogs that source content provided by Red Hat and community projects are configured for OperatorHub by default during an OpenShift Container Platform installation. In a restricted network environment, you must disable the default catalogs as a cluster administrator.

Procedure

  • Disable the sources for the default catalogs by adding disableAllDefaultSources: true to the OperatorHub object:

    $ oc patch OperatorHub cluster --type json \
        -p '[{"op": "add", "path": "/spec/disableAllDefaultSources", "value": true}]'
Tip

Alternatively, you can use the web console to manage catalog sources. From the AdministrationCluster SettingsConfigurationOperatorHub page, click the Sources tab, where you can create, delete, disable, and enable individual sources.

8.7.10. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

8.7.11. Next steps

8.8. Installing a cluster on GCP into an existing VPC

In OpenShift Container Platform version 4.10, you can install a cluster into an existing Virtual Private Cloud (VPC) on Google Cloud Platform (GCP). The installation program provisions the rest of the required infrastructure, which you can further customize. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

8.8.1. Prerequisites

8.8.2. About using a custom VPC

In OpenShift Container Platform 4.10, you can deploy a cluster into existing subnets in an existing Virtual Private Cloud (VPC) in Google Cloud Platform (GCP). By deploying OpenShift Container Platform into an existing GCP VPC, you might be able to avoid limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. If you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself, use this installation option. You must configure networking for the subnets.

8.8.2.1. Requirements for using your VPC

The union of the VPC CIDR block and the machine network CIDR must be non-empty. The subnets must be within the machine network.

The installation program does not create the following components:

  • NAT gateways
  • Subnets
  • Route tables
  • VPC network
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

8.8.2.2. VPC validation

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the subnets that you specify exist.
  • You provide one subnet for control-plane machines and one subnet for compute machines.
  • The subnet’s CIDRs belong to the machine CIDR that you specified.
8.8.2.3. Division of permissions

Some individuals can create different resource in your clouds than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components such as VPCs, subnets, or ingress rules.

8.8.2.4. Isolation between clusters

If you deploy OpenShift Container Platform to an existing network, the isolation of cluster services is reduced in the following ways:

  • You can install multiple OpenShift Container Platform clusters in the same VPC.
  • ICMP ingress is allowed to the entire network.
  • TCP 22 ingress (SSH) is allowed to the entire network.
  • Control plane TCP 6443 ingress (Kubernetes API) is allowed to the entire network.
  • Control plane TCP 22623 ingress (MCS) is allowed to the entire network.

8.8.3. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

8.8.4. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

  5. Set the GOOGLE_APPLICATION_CREDENTIALS environment variable to the full path to your service account private key file.

    $ export GOOGLE_APPLICATION_CREDENTIALS="<your_service_account_file>"
  6. Verify that the credentials were applied.

    $ gcloud auth list

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

8.8.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

8.8.6. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Google Cloud Platform (GCP).

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select gcp as the platform to target.
      3. If you have not configured the service account key for your GCP account on your computer, you must obtain it from GCP and paste the contents of the file or enter the absolute path to the file.
      4. Select the project ID to provision the cluster in. The default value is specified by the service account that you configured.
      5. Select the region to deploy the cluster to.
      6. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
      7. Enter a descriptive name for your cluster.
      8. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

8.8.6.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

8.8.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 8.27. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
8.8.6.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 8.28. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

8.8.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 8.29. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported. If you are installing on GCP into a shared virtual private cloud (VPC), credentialsMode must be set to Passthrough.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
8.8.6.1.4. Additional Google Cloud Platform (GCP) configuration parameters

Additional GCP configuration parameters are described in the following table:

Table 8.30. Additional GCP parameters
ParameterDescriptionValues

platform.gcp.network

The name of the existing VPC that you want to deploy your cluster to.

String.

platform.gcp.region

The name of the GCP region that hosts your cluster.

Any valid region name, such as us-central1.

platform.gcp.type

The GCP machine type.

The GCP machine type.

platform.gcp.zones

The availability zones where the installation program creates machines for the specified MachinePool.

A list of valid GCP availability zones, such as us-central1-a, in a YAML sequence.

platform.gcp.controlPlaneSubnet

The name of the existing subnet in your VPC that you want to deploy your control plane machines to.

The subnet name.

platform.gcp.computeSubnet

The name of the existing subnet in your VPC that you want to deploy your compute machines to.

The subnet name.

platform.gcp.licenses

A list of license URLs that must be applied to the compute images.

Important

The licenses parameter is a deprecated field and nested virtualization is enabled by default. It is not recommended to use this field.

Any license available with the license API, such as the license to enable nested virtualization. You cannot use this parameter with a mechanism that generates pre-built images. Using a license URL forces the installer to copy the source image before use.

platform.gcp.osDisk.diskSizeGB

The size of the disk in gigabytes (GB).

Any size between 16 GB and 65536 GB.

platform.gcp.osDisk.diskType

The type of disk.

Either the default pd-ssd or the pd-standard disk type. The control plane nodes must be the pd-ssd disk type. The worker nodes can be either type.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for control plane machine disk encryption.

The encryption key name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For control plane machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.location

For control plane machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For control plane machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for compute machine disk encryption.

The encryption key name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For compute machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.location

For compute machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For compute machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

8.8.6.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 8.31. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

8.8.6.3. Tested instance types for GCP

The following Google Cloud Platform instance types have been tested with OpenShift Container Platform.

Example 8.24. Machine series

  • C2
  • C2D
  • C3
  • E2
  • M1
  • N1
  • N2
  • N2D
  • Tau T2D
8.8.6.4. Using custom machine types

Using a custom machine type to install a OpenShift Container Platform cluster is supported.

Consider the following when using a custom machine type:

  • Similar to predefined instance types, custom machine types must meet the minimum resource requirements for control plane and compute machines. For more information, see "Minimum resource requirements for cluster installation".
  • The name of the custom machine type must adhere to the following syntax:

    custom-<number_of_cpus>-<amount_of_memory_in_mb>

    For example, custom-6-20480.

As part of the installation process, you specify the custom machine type in the install-config.yaml file.

Sample install-config.yaml file with a custom machine type

compute:
- architecture: amd64
  hyperthreading: Enabled
  name: worker
  platform:
    gcp:
      type: custom-6-20480
  replicas: 2
controlPlane:
  architecture: amd64
  hyperthreading: Enabled
  name: master
  platform:
    gcp:
      type: custom-6-20480
  replicas: 3

8.8.6.5. Sample customized install-config.yaml file for GCP

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2 3
  hyperthreading: Enabled 4
  name: master
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-ssd
        diskSizeGB: 1024
        encryptionKey: 5
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
compute: 6 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-standard
        diskSizeGB: 128
        encryptionKey: 9
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  gcp:
    projectID: openshift-production 11
    region: us-central1 12
    network: existing_vpc 13
    controlPlaneSubnet: control_plane_subnet 14
    computeSubnet: compute_subnet 15
pullSecret: '{"auths": ...}' 16
fips: false 17
sshKey: ssh-ed25519 AAAA... 18
1 10 11 12 16
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger machine types, such as n1-standard-8, for your machines if you disable simultaneous multithreading.

5 9
Optional: The custom encryption key section to encrypt both virtual machines and persistent volumes. Your default compute service account must have the permissions granted to use your KMS key and have the correct IAM role assigned. The default service account name follows the service-<project_number>@compute-system.iam.gserviceaccount.com pattern. For more information on granting the correct permissions for your service account, see "Machine management" → "Creating machine sets" → "Creating a machine set on GCP".
13
Specify the name of an existing VPC.
14
Specify the name of the existing subnet to deploy the control plane machines to. The subnet must belong to the VPC that you specified.
15
Specify the name of the existing subnet to deploy the compute machines to. The subnet must belong to the VPC that you specified.
17
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

18
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

8.8.6.6. Create an Ingress Controller with global access on GCP

You can create an Ingress Controller that has global access to a Google Cloud Platform (GCP) cluster. Global access is only available to Ingress Controllers using internal load balancers.

Prerequisites

  • You created the install-config.yaml and complete any modifications to it.

Procedure

Create an Ingress Controller with global access on a new GCP cluster.

  1. Change to the directory that contains the installation program and create a manifest file:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    For <installation_directory>, specify the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a file that is named cluster-ingress-default-ingresscontroller.yaml in the <installation_directory>/manifests/ directory:

    $ touch <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml 1
    1
    For <installation_directory>, specify the directory name that contains the manifests/ directory for your cluster.

    After creating the file, several network configuration files are in the manifests/ directory, as shown:

    $ ls <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml

    Example output

    cluster-ingress-default-ingresscontroller.yaml

  3. Open the cluster-ingress-default-ingresscontroller.yaml file in an editor and enter a custom resource (CR) that describes the Operator configuration you want:

    Sample clientAccess configuration to Global

      apiVersion: operator.openshift.io/v1
      kind: IngressController
      metadata:
        name: default
        namespace: openshift-ingress-operator
      spec:
        endpointPublishingStrategy:
          loadBalancer:
            providerParameters:
              gcp:
                clientAccess: Global 1
              type: GCP
            scope: Internal          2
          type: LoadBalancerService

    1
    Set gcp.clientAccess to Global.
    2
    Global access is only available to Ingress Controllers using internal load balancers.

8.8.7. Additional resources

8.8.7.1. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

8.8.8. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Remove any existing GCP credentials that do not use the service account key for the GCP account that you configured for your cluster and that are stored in the following locations:

    • The GOOGLE_CREDENTIALS, GOOGLE_CLOUD_KEYFILE_JSON, or GCLOUD_KEYFILE_JSON environment variables
    • The ~/.gcp/osServiceAccount.json file
    • The gcloud cli default credentials
  2. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

  3. Optional: You can reduce the number of permissions for the service account that you used to install the cluster.

    • If you assigned the Owner role to your service account, you can remove that role and replace it with the Viewer role.
    • If you included the Service Account Key Admin role, you can remove it.

8.8.9. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

8.8.10. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

8.8.11. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

8.8.12. Next steps

8.9. Installing a private cluster on GCP

In OpenShift Container Platform version 4.10, you can install a private cluster into an existing VPC on Google Cloud Platform (GCP). The installation program provisions the rest of the required infrastructure, which you can further customize. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

8.9.1. Prerequisites

8.9.2. Private clusters

You can deploy a private OpenShift Container Platform cluster that does not expose external endpoints. Private clusters are accessible from only an internal network and are not visible to the internet.

By default, OpenShift Container Platform is provisioned to use publicly-accessible DNS and endpoints. A private cluster sets the DNS, Ingress Controller, and API server to private when you deploy your cluster. This means that the cluster resources are only accessible from your internal network and are not visible to the internet.

Important

If the cluster has any public subnets, load balancer services created by administrators might be publicly accessible. To ensure cluster security, verify that these services are explicitly annotated as private.

To deploy a private cluster, you must:

  • Use existing networking that meets your requirements. Your cluster resources might be shared between other clusters on the network.
  • Deploy from a machine that has access to:

    • The API services for the cloud to which you provision.
    • The hosts on the network that you provision.
    • The internet to obtain installation media.

You can use any machine that meets these access requirements and follows your company’s guidelines. For example, this machine can be a bastion host on your cloud network or a machine that has access to the network through a VPN.

8.9.2.1. Private clusters in GCP

To create a private cluster on Google Cloud Platform (GCP), you must provide an existing private VPC and subnets to host the cluster. The installation program must also be able to resolve the DNS records that the cluster requires. The installation program configures the Ingress Operator and API server for only internal traffic.

The cluster still requires access to internet to access the GCP APIs.

The following items are not required or created when you install a private cluster:

  • Public subnets
  • Public network load balancers, which support public ingress
  • A public DNS zone that matches the baseDomain for the cluster

The installation program does use the baseDomain that you specify to create a private DNS zone and the required records for the cluster. The cluster is configured so that the Operators do not create public records for the cluster and all cluster machines are placed in the private subnets that you specify.

Because it is not possible to limit access to external load balancers based on source tags, the private cluster uses only internal load balancers to allow access to internal instances.

The internal load balancer relies on instance groups rather than the target pools that the network load balancers use. The installation program creates instance groups for each zone, even if there is no instance in that group.

  • The cluster IP address is internal only.
  • One forwarding rule manages both the Kubernetes API and machine config server ports.
  • The backend service is comprised of each zone’s instance group and, while it exists, the bootstrap instance group.
  • The firewall uses a single rule that is based on only internal source ranges.
8.9.2.1.1. Limitations

No health check for the Machine config server, /healthz, runs because of a difference in load balancer functionality. Two internal load balancers cannot share a single IP address, but two network load balancers can share a single external IP address. Instead, the health of an instance is determined entirely by the /readyz check on port 6443.

8.9.3. About using a custom VPC

In OpenShift Container Platform 4.10, you can deploy a cluster into an existing VPC in Google Cloud Platform (GCP). If you do, you must also use existing subnets within the VPC and routing rules.

By deploying OpenShift Container Platform into an existing GCP VPC, you might be able to avoid limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. This is a good option to use if you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself.

8.9.3.1. Requirements for using your VPC

The installation program will no longer create the following components:

  • VPC
  • Subnets
  • Cloud router
  • Cloud NAT
  • NAT IP addresses

If you use a custom VPC, you must correctly configure it and its subnets for the installation program and the cluster to use. The installation program cannot subdivide network ranges for the cluster to use, set route tables for the subnets, or set VPC options like DHCP, so you must do so before you install the cluster.

Your VPC and subnets must meet the following characteristics:

  • The VPC must be in the same GCP project that you deploy the OpenShift Container Platform cluster to.
  • To allow access to the internet from the control plane and compute machines, you must configure cloud NAT on the subnets to allow egress to it. These machines do not have a public address. Even if you do not require access to the internet, you must allow egress to the VPC network to obtain the installation program and images. Because multiple cloud NATs cannot be configured on the shared subnets, the installation program cannot configure it.

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the subnets that you specify exist and belong to the VPC that you specified.
  • The subnet CIDRs belong to the machine CIDR.
  • You must provide a subnet to deploy the cluster control plane and compute machines to. You can use the same subnet for both machine types.

If you destroy a cluster that uses an existing VPC, the VPC is not deleted.

8.9.3.2. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resources in your clouds than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components such as VPCs, subnets, or Ingress rules.

The GCP credentials that you use when you create your cluster do not need the networking permissions that are required to make VPCs and core networking components within the VPC, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as load balancers, security groups, storage, and nodes.

8.9.3.3. Isolation between clusters

If you deploy OpenShift Container Platform to an existing network, the isolation of cluster services is preserved by firewall rules that reference the machines in your cluster by the cluster’s infrastructure ID. Only traffic within the cluster is allowed.

If you deploy multiple clusters to the same VPC, the following components might share access between clusters:

  • The API, which is globally available with an external publishing strategy or available throughout the network in an internal publishing strategy
  • Debugging tools, such as ports on VM instances that are open to the machine CIDR for SSH and ICMP access

8.9.4. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

8.9.5. Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Important

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure

  1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1
    1
    Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.
    Note

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    $ cat ~/.ssh/id_ed25519.pub
  3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

    Note

    On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

  4. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> 1
    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

  5. Set the GOOGLE_APPLICATION_CREDENTIALS environment variable to the full path to your service account private key file.

    $ export GOOGLE_APPLICATION_CREDENTIALS="<your_service_account_file>"
  6. Verify that the credentials were applied.

    $ gcloud auth list

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

8.9.6. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
  2. Select your infrastructure provider.
  3. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

    Important

    The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster.

    Important

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

  4. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar -xvf openshift-install-linux.tar.gz
  5. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

8.9.7. Manually creating the installation configuration file

For installations of a private OpenShift Container Platform cluster that are only accessible from an internal network and are not visible to the internet, you must manually generate your installation configuration file.

Prerequisites

  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

    You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

    Note

    For some platform types, you can alternatively run ./openshift-install create install-config --dir <installation_directory> to generate an install-config.yaml file. You can provide details about your cluster configuration at the prompts.

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

8.9.7.1. Installation configuration parameters

Before you deploy an OpenShift Container Platform cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

Note

After installation, you cannot modify these parameters in the install-config.yaml file.

8.9.7.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 8.32. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OpenShift Container Platform cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

pullSecret

Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
8.9.7.1.2. Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 8.33. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plugin to install.

Either OpenShiftSDN or OVNKubernetes. OpenShiftSDN is a CNI provider for all-Linux networks. OVNKubernetes is a CNI provider for Linux networks and hybrid networks that contain both Linux and Windows servers. The default value is OpenShiftSDN.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

8.9.7.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 8.34. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes' trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OpenShift Container Platform process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OpenShift Container Platform cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibabacloud, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported. If you are installing on GCP into a shared virtual private cloud (VPC), credentialsMode must be set to Passthrough.

Note

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Cluster Operators reference content.

Note

If your AWS account has service control policies (SCP) enabled, you must configure the credentialsMode parameter to Mint, Passthrough or Manual.

Mint, Passthrough, Manual or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

Note

If you are using Azure File storage, you cannot enable FIPS mode.

false or true

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key or keys to authenticate access your cluster machines.

Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>
8.9.7.1.4. Additional Google Cloud Platform (GCP) configuration parameters

Additional GCP configuration parameters are described in the following table:

Table 8.35. Additional GCP parameters
ParameterDescriptionValues

platform.gcp.network

The name of the existing VPC that you want to deploy your cluster to.

String.

platform.gcp.region

The name of the GCP region that hosts your cluster.

Any valid region name, such as us-central1.

platform.gcp.type

The GCP machine type.

The GCP machine type.

platform.gcp.zones

The availability zones where the installation program creates machines for the specified MachinePool.

A list of valid GCP availability zones, such as us-central1-a, in a YAML sequence.

platform.gcp.controlPlaneSubnet

The name of the existing subnet in your VPC that you want to deploy your control plane machines to.

The subnet name.

platform.gcp.computeSubnet

The name of the existing subnet in your VPC that you want to deploy your compute machines to.

The subnet name.

platform.gcp.licenses

A list of license URLs that must be applied to the compute images.

Important

The licenses parameter is a deprecated field and nested virtualization is enabled by default. It is not recommended to use this field.

Any license available with the license API, such as the license to enable nested virtualization. You cannot use this parameter with a mechanism that generates pre-built images. Using a license URL forces the installer to copy the source image before use.

platform.gcp.osDisk.diskSizeGB

The size of the disk in gigabytes (GB).

Any size between 16 GB and 65536 GB.

platform.gcp.osDisk.diskType

The type of disk.

Either the default pd-ssd or the pd-standard disk type. The control plane nodes must be the pd-ssd disk type. The worker nodes can be either type.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for control plane machine disk encryption.

The encryption key name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For control plane machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.location

For control plane machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

controlPlane.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For control plane machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.name

The name of the customer managed encryption key to be used for compute machine disk encryption.

The encryption key name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.keyRing

For compute machines, the name of the KMS key ring to which the KMS key belongs.

The KMS key ring name.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.location

For compute machines, the GCP location in which the key ring exists. For more information on KMS locations, see Google’s documentation on Cloud KMS locations.

The GCP location for the key ring.

compute.platform.gcp.osDisk.encryptionKey.kmsKey.projectID

For compute machines, the ID of the project in which the KMS key ring exists. This value defaults to the VM project ID if not set.

The GCP project ID.

8.9.7.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 8.36. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

8.9.7.3. Tested instance types for GCP

The following Google Cloud Platform instance types have been tested with OpenShift Container Platform.

Example 8.25. Machine series

  • C2
  • C2D
  • C3
  • E2
  • M1
  • N1
  • N2
  • N2D
  • Tau T2D
8.9.7.4. Using custom machine types

Using a custom machine type to install a OpenShift Container Platform cluster is supported.

Consider the following when using a custom machine type:

  • Similar to predefined instance types, custom machine types must meet the minimum resource requirements for control plane and compute machines. For more information, see "Minimum resource requirements for cluster installation".
  • The name of the custom machine type must adhere to the following syntax:

    custom-<number_of_cpus>-<amount_of_memory_in_mb>

    For example, custom-6-20480.

As part of the installation process, you specify the custom machine type in the install-config.yaml file.

Sample install-config.yaml file with a custom machine type

compute:
- architecture: amd64
  hyperthreading: Enabled
  name: worker
  platform:
    gcp:
      type: custom-6-20480
  replicas: 2
controlPlane:
  architecture: amd64
  hyperthreading: Enabled
  name: master
  platform:
    gcp:
      type: custom-6-20480
  replicas: 3

8.9.7.5. Sample customized install-config.yaml file for GCP

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2 3
  hyperthreading: Enabled 4
  name: master
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-ssd
        diskSizeGB: 1024
        encryptionKey: 5
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
compute: 6 7
- hyperthreading: Enabled 8
  name: worker
  platform:
    gcp:
      type: n2-standard-4
      zones:
      - us-central1-a
      - us-central1-c
      osDisk:
        diskType: pd-standard
        diskSizeGB: 128
        encryptionKey: 9
          kmsKey:
            name: worker-key
            keyRing: test-machine-keys
            location: global
            projectID: project-id
  replicas: 3
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  gcp:
    projectID: openshift-production 11
    region: us-central1 12
    network: existing_vpc 13
    controlPlaneSubnet: control_plane_subnet 14
    computeSubnet: compute_subnet 15
pullSecret: '{"auths": ...}' 16
fips: false 17
sshKey: ssh-ed25519 AAAA... 18
publish: Internal 19
1 10 11 12 16
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4 8
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger machine types, such as n1-standard-8, for your machines if you disable simultaneous multithreading.

5 9
Optional: The custom encryption key section to encrypt both virtual machines and persistent volumes. Your default compute service account must have the permissions granted to use your KMS key and have the correct IAM role assigned. The default service account name follows the service-<project_number>@compute-system.iam.gserviceaccount.com pattern. For more information on granting the correct permissions for your service account, see "Machine management" → "Creating machine sets" → "Creating a machine set on GCP".
13
Specify the name of an existing VPC.
14
Specify the name of the existing subnet to deploy the control plane machines to. The subnet must belong to the VPC that you specified.
15
Specify the name of the existing subnet to deploy the compute machines to. The subnet must belong to the VPC that you specified.
17
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64 architecture.

18
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

19
How to publish the user-facing endpoints of your cluster. Set publish to Internal to deploy a private cluster, which cannot be accessed from the internet. The default value is External.
8.9.7.6. Create an Ingress Controller with global access on GCP

You can create an Ingress Controller that has global access to a Google Cloud Platform (GCP) cluster. Global access is only available to Ingress Controllers using internal load balancers.

Prerequisites

  • You created the install-config.yaml and complete any modifications to it.

Procedure

Create an Ingress Controller with global access on a new GCP cluster.

  1. Change to the directory that contains the installation program and create a manifest file:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    For <installation_directory>, specify the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a file that is named cluster-ingress-default-ingresscontroller.yaml in the <installation_directory>/manifests/ directory:

    $ touch <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml 1
    1
    For <installation_directory>, specify the directory name that contains the manifests/ directory for your cluster.

    After creating the file, several network configuration files are in the manifests/ directory, as shown:

    $ ls <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml

    Example output

    cluster-ingress-default-ingresscontroller.yaml

  3. Open the cluster-ingress-default-ingresscontroller.yaml file in an editor and enter a custom resource (CR) that describes the Operator configuration you want:

    Sample clientAccess configuration to Global

      apiVersion: operator.openshift.io/v1
      kind: IngressController
      metadata:
        name: default
        namespace: openshift-ingress-operator
      spec:
        endpointPublishingStrategy:
          loadBalancer:
            providerParameters:
              gcp:
                clientAccess: Global 1
              type: GCP
            scope: Internal          2
          type: LoadBalancerService

    1
    Set gcp.clientAccess to Global.
    2
    Global access is only available to Ingress Controllers using internal load balancers.

8.9.8. Additional resources

8.9.8.1. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

8.9.9. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Note

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    ...
    INFO Install complete!
    INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    INFO Time elapsed: 36m22s

    Note

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
    Important

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

8.9.10. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

8.9.11. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

8.9.12. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.10, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager.

After you confirm that your OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

Additional resources

8.9.13. Next steps

8.10. Installing a cluster on user-provisioned infrastructure in GCP by using Deployment Manager templates

In OpenShift Container Platform version 4.10, you can install a cluster on Google Cloud Platform (GCP) that uses infrastructure that you provide.

The steps for performing a user-provided infrastructure install are outlined here. Several Deployment Manager templates are provided to assist in completing these steps or to help model your own. You are also free to create the required resources through other methods.

Important

The steps for performing a user-provisioned infrastructure installation are provided as an example only. Installing a cluster with infrastructure you provide requires knowledge of the cloud provider and the installation process of OpenShift Container Platform. Several Deployment Manager templates are provided to assist in completing these steps or to help model your own. You are also free to create the required resources through other methods; the templates are just an example.

8.10.1. Prerequisites

8.10.2. Certificate signing requests management

Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager only approves the kubelet client CSRs. The machine-approver cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.

8.10.3. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.10, you require access to the internet to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

8.10.4. Configuring your GCP project

Before you can install OpenShift Container Platform, you must configure a Google Cloud Platform (GCP) project to host it.

8.10.4.1. Creating a GCP project

To install OpenShift Container Platform, you must create a project in your Google Cloud Platform (GCP) account to host the cluster.

Procedure

  • Create a project to host your OpenShift Container Platform cluster. See Creating and Managing Projects in the GCP documentation.

    Important

    Your GCP project must use the Premium Network Service Tier if you are using installer-provisioned infrastructure. The Standard Network Service Tier is not supported for clusters installed using the installation program. The installation program configures internal load balancing for the api-int.<cluster_name>.<base_domain> URL; the Premium Tier is required for internal load balancing.

8.10.4.2. Enabling API services in GCP

Your Google Cloud Platform (GCP) project requires access to several API services to complete OpenShift Container Platform installation.

Prerequisites

  • You created a project to host your cluster.

Procedure

  • Enable the following required API services in the project that hosts your cluster. You can also enable optional API services which are not required for installation. See Enabling services in the GCP documentation.

    Table 8.37. Required API services
    API serviceConsole service name

    Compute Engine API

    compute.googleapis.com

    Cloud Resource Manager API

    cloudresourcemanager.googleapis.com

    Google DNS API

    dns.googleapis.com

    IAM Service Account Credentials API

    iamcredentials.googleapis.com

    Identity and Access Management (IAM) API

    iam.googleapis.com

    Service Usage API

    serviceusage.googleapis.com

    Table 8.38. Optional API services
    API serviceConsole service name

    Cloud Deployment Manager V2 API

    deploymentmanager.googleapis.com

    Google Cloud APIs

    cloudapis.googleapis.com

    Service Management API

    servicemanagement.googleapis.com

    Google Cloud Storage JSON API

    storage-api.googleapis.com

    Cloud Storage

    storage-component.googleapis.com

8.10.4.3. Configuring DNS for GCP

To install OpenShift Container Platform, the Google Cloud Platform (GCP) account you use must have a dedicated public hosted zone in the same project that you host the OpenShift Container Platform cluster. This zone must be authoritative for the domain. The DNS service provides cluster DNS resolution and name lookup for external connections to the cluster.

Procedure

  1. Identify your domain, or subdomain, and registrar. You can transfer an existing domain and registrar or obtain a new one through GCP or another source.

    Note

    If you purchase a new domain, it can take time for the relevant DNS changes to propagate. For more information about purchasing domains through Google, see Google Domains.

  2. Create a public hosted zone for your domain or subdomain in your GCP project. See Creating public zones in the GCP documentation.

    Use an appropriate root domain, such as openshiftcorp.com, or subdomain, such as clusters.openshiftcorp.com.

  3. Extract the new authoritative name servers from the hosted zone records. See Look up your Cloud DNS name servers in the GCP documentation.

    You typically have four name servers.

  4. Update the registrar records for the name servers that your domain uses. For example, if you registered your domain to Google Domains, see the following topic in the Google Domains Help: How to switch to custom name servers.
  5. If you migrated your root domain to Google Cloud DNS, migrate your DNS records. See Migrating to Cloud DNS in the GCP documentation.
  6. If you use a subdomain, follow your company’s procedures to add its delegation records to the parent domain. This process might include a request to your company’s IT department or the division that controls the root domain and DNS services for your company.
8.10.4.4. GCP account limits

The OpenShift Container Platform cluster uses a number of Google Cloud Platform (GCP) components, but the default Quotas do not affect your ability to install a default OpenShift Container Platform cluster.

A default cluster, which contains three compute and three control plane machines, uses the following resources. Note that some resources are required only during the bootstrap process and are removed after the cluster deploys.

Table 8.39. GCP resources used in a default cluster
ServiceComponentLocationTotal resources requiredResources removed after bootstrap

Service account

IAM

Global

5

0

Firewall rules

Networking

Global

11

1

Forwarding rules

Compute

Global

2

0

Health checks

Compute

Global

2

0

Images

Compute

Global

1

0

Networks

Networking

Global

1

0

Routers

Networking

Global

1

0

Routes

Networking

Global

2

0

Subnetworks

Compute

Global

2

0

Target pools

Networking

Global

2

0

Note

If any of the quotas are insufficient during installation, the installation program displays an error that states both which quota was exceeded and the region.

Be sure to consider your actual cluster size, planned cluster growth, and any usage from other clusters that are associated with your account. The CPU, static IP addresses, and persistent disk SSD (storage) quotas are the ones that are most likely to be insufficient.

If you plan to deploy your cluster in one of the following regions, you will exceed the maximum storage quota and are likely to exceed the CPU quota limit:

  • asia-east2
  • asia-northeast2
  • asia-south1
  • australia-southeast1
  • europe-north1
  • europe-west2
  • europe-west3
  • europe-west6
  • northamerica-northeast1
  • southamerica-east1
  • us-west2

You can increase resource quotas from the GCP console, but you might need to file a support ticket. Be sure to plan your cluster size early so that you can allow time to resolve the support ticket before you install your OpenShift Container Platform cluster.

8.10.4.5. Creating a service account in GCP

OpenShift Container Platform requires a Google Cloud Platform (GCP) service account that provides authentication and authorization to access data in the Google APIs. If you do not have an existing IAM service account that contains the required roles in your project, you must create one.

Prerequisites

  • You created a project to host your cluster.

Procedure

  1. Create a service account in the project that you use to host your OpenShift Container Platform cluster. See Creating a service account in the GCP documentation.
  2. Grant the service account the appropriate permissions. You can either grant the individual permissions that follow or assign the Owner role to it. See Granting roles to a service account for specific resources.

    Note

    While making the service account an owner of the project is the easiest way to gain the required permissions, it means that service account has complete control over the project. You must determine if the risk that comes from offering that power is acceptable.

  3. Create the service account key in JSON format. See Creating service account keys in the GCP documentation.

    The service account key is required to create a cluster.

8.10.4.6. Required GCP roles

When you attach the Owner role to the service account that you create, you grant that service account all permissions, including those that are required to install OpenShift Container Platform. If your organization’s security policies require a more restrictive set of permissions, you can create a service account with the following permissions. If you deploy your cluster into an existing virtual private cloud (VPC), the service account does not require certain networking permissions, which are noted in the following lists:

Required roles for the installation program

  • Compute Admin
  • Security Admin
  • Service Account Admin
  • Service Account Key Admin
  • Service Account User
  • Storage Admin

Required roles for creating network resources during installation

  • DNS Administrator

Required roles for user-provisioned GCP infrastructure

  • Deployment Manager Editor

The roles are applied to the service accounts that the control plane and compute machines use:

Table 8.40. GCP service account permissions
AccountRoles

Control Plane

roles/compute.instanceAdmin

roles/compute.networkAdmin

roles/compute.securityAdmin

roles/storage.admin

roles/iam.serviceAccountUser

Compute

roles/compute.viewer

roles/storage.admin

8.10.4.7. Required GCP permissions for user-provisioned infrastructure

When you attach the Owner role to the service account that you create, you grant that service account all permissions, including those that are required to install OpenShift Container Platform.

If your organization’s security policies require a more restrictive set of permissions, you can create custom roles with the necessary permissions. The following permissions are required for the user-provisioned infrastructure for creating and deleting the OpenShift Container Platform cluster.

Example 8.26. Required permissions for creating network resources

  • compute.addresses.create
  • compute.addresses.createInternal
  • compute.addresses.delete
  • compute.addresses.get
  • compute.addresses.list
  • compute.addresses.use
  • compute.addresses.useInternal
  • compute.firewalls.create
  • compute.firewalls.delete
  • compute.firewalls.get
  • compute.firewalls.list
  • compute.forwardingRules.create
  • compute.forwardingRules.get
  • compute.forwardingRules.list
  • compute.forwardingRules.setLabels
  • compute.networks.create
  • compute.networks.get
  • compute.networks.list
  • compute.networks.updatePolicy
  • compute.routers.create
  • compute.routers.get
  • compute.routers.list
  • compute.routers.update
  • compute.routes.list
  • compute.subnetworks.create
  • compute.subnetworks.get
  • compute.subnetworks.list
  • compute.subnetworks.use
  • compute.subnetworks.useExternalIp

Example 8.27. Required permissions for creating load balancer resources

  • compute.regionBackendServices.create
  • compute.regionBackendServices.get
  • compute.regionBackendServices.list
  • compute.regionBackendServices.update
  • compute.regionBackendServices.use
  • compute.targetPools.addInstance
  • compute.targetPools.create
  • compute.targetPools.get
  • compute.targetPools.list
  • compute.targetPools.removeInstance
  • compute.targetPools.use

Example 8.28. Required permissions for creating DNS resources

  • dns.changes.create
  • dns.changes.get
  • dns.managedZones.create
  • dns.managedZones.get
  • dns.managedZones.list
  • dns.networks.bindPrivateDNSZone
  • dns.resourceRecordSets.create
  • dns.resourceRecordSets.list
  • dns.resourceRecordSets.update

Example 8.29. Required permissions for creating Service Account resources

  • iam.serviceAccountKeys.create
  • iam.serviceAccountKeys.delete
  • iam.serviceAccountKeys.get
  • iam.serviceAccountKeys.list
  • iam.serviceAccounts.actAs
  • iam.serviceAccounts.create
  • iam.serviceAccounts.delete
  • iam.serviceAccounts.get
  • iam.serviceAccounts.list
  • resourcemanager.projects.get
  • resourcemanager.projects.getIamPolicy
  • resourcemanager.projects.setIamPolicy

Example 8.30. Required permissions for creating compute resources

  • compute.disks.create
  • compute.disks.get
  • compute.disks.list
  • compute.instanceGroups.create
  • compute.instanceGroups.delete
  • compute.instanceGroups.get
  • compute.instanceGroups.list
  • compute.instanceGroups.update
  • compute.instanceGroups.use
  • compute.instances.create
  • compute.instances.delete
  • compute.instances.get
  • compute.instances.list
  • compute.instances.setLabels
  • compute.instances.setMetadata
  • compute.instances.setServiceAccount
  • compute.instances.setTags
  • compute.instances.use
  • compute.machineTypes.get
  • compute.machineTypes.list

Example 8.31. Required for creating storage resources

  • storage.buckets.create
  • storage.buckets.delete
  • storage.buckets.get
  • storage.buckets.list
  • storage.objects.create
  • storage.objects.delete
  • storage.objects.get
  • storage.objects.list

Example 8.32. Required permissions for creating health check resources

  • compute.healthChecks.create
  • compute.healthChecks.get
  • compute.healthChecks.list
  • compute.healthChecks.useReadOnly
  • compute.httpHealthChecks.create
  • compute.httpHealthChecks.get
  • compute.httpHealthChecks.list
  • compute.httpHealthChecks.useReadOnly

Example 8.33. Required permissions to get GCP zone and region related information

  • compute.globalOperations.get
  • compute.regionOperations.get
  • compute.regions.list
  • compute.zoneOperations.get
  • compute.zones.get
  • compute.zones.list

Example 8.34. Required permissions for checking services and quotas

  • monitoring.timeSeries.list
  • serviceusage.quotas.get
  • serviceusage.services.list

Example 8.35. Required IAM permissions for installation

  • iam.roles.get

Example 8.36. Required Images permissions for installation

  • compute.images.create
  • compute.images.delete
  • compute.images.get
  • compute.images.list

Example 8.37. Optional permission for running gather bootstrap

  • compute.instances.getSerialPortOutput

Example 8.38. Required permissions for deleting network resources

  • compute.addresses.delete
  • compute.addresses.deleteInternal
  • compute.addresses.list
  • compute.firewalls.delete
  • compute.firewalls.list
  • compute.forwardingRules.delete
  • compute.forwardingRules.list
  • compute.networks.delete
  • compute.networks.list
  • compute.networks.updatePolicy
  • compute.routers.delete
  • compute.routers.list
  • compute.routes.list
  • compute.subnetworks.delete
  • compute.subnetworks.list

Example 8.39. Required permissions for deleting load balancer resources

  • compute.regionBackendServices.delete
  • compute.regionBackendServices.list
  • compute.targetPools.delete
  • compute.targetPools.list

Example 8.40. Required permissions for deleting DNS resources

  • dns.changes.create
  • dns.managedZones.delete
  • dns.managedZones.get
  • dns.managedZones.list
  • dns.resourceRecordSets.delete
  • dns.resourceRecordSets.list

Example 8.41. Required permissions for deleting Service Account resources

  • iam.serviceAccounts.delete
  • iam.serviceAccounts.get
  • iam.serviceAccounts.list
  • resourcemanager.projects.getIamPolicy
  • resourcemanager.projects.setIamPolicy

Example 8.42. Required permissions for deleting compute resources

  • compute.disks.delete
  • compute.disks.list
  • compute.instanceGroups.delete
  • compute.instanceGroups.list
  • compute.instances.delete
  • compute.instances.list
  • compute.instances.stop
  • compute.machineTypes.list

Example 8.43. Required for deleting storage resources

  • storage.buckets.delete
  • storage.buckets.getIamPolicy
  • storage.buckets.list
  • storage.objects.delete
  • storage.objects.list

Example 8.44. Required permissions for deleting health check resources

  • compute.healthChecks.delete
  • compute.healthChecks.list
  • compute.httpHealthChecks.delete
  • compute.httpHealthChecks.list

Example 8.45. Required Images permissions for deletion

  • compute.images.delete
  • compute.images.list

Example 8.46. Required permissions to get Region related information

  • compute.regions.get

Example 8.47. Required Deployment Manager permissions

  • deploymentmanager.deployments.create
  • deploymentmanager.deployments.delete
  • deploymentmanager.deployments.get
  • deploymentmanager.deployments.list
  • deploymentmanager.manifests.get
  • deploymentmanager.operations.get
  • deploymentmanager.resources.list
8.10.4.8. Supported GCP regions

You can deploy an OpenShift Container Platform cluster to the following Google Cloud Platform (GCP) regions:

  • asia-east1 (Changhua County, Taiwan)
  • asia-east2 (Hong Kong)
  • asia-northeast1 (Tokyo, Japan)
  • asia-northeast2 (Osaka, Japan)
  • asia-northeast3 (Seoul, South Korea)
  • asia-south1 (Mumbai, India)
  • asia-south2 (Delhi, India)
  • asia-southeast1 (Jurong West, Singapore)
  • asia-southeast2 (Jakarta, Indonesia)
  • australia-southeast1 (Sydney, Australia)
  • australia-southeast2 (Melbourne, Australia)
  • europe-central2 (Warsaw, Poland)
  • europe-north1 (Hamina, Finland)
  • europe-southwest1 (Madrid, Spain)
  • europe-west1 (St. Ghislain, Belgium)
  • europe-west2 (London, England, UK)
  • europe-west3 (Frankfurt, Germany)
  • europe-west4 (Eemshaven, Netherlands)
  • europe-west6 (Zürich, Switzerland)
  • europe-west8 (Milan, Italy)
  • europe-west9 (Paris, France)
  • northamerica-northeast1 (Montréal, Québec, Canada)
  • northamerica-northeast2 (Toronto, Ontario, Canada)
  • southamerica-east1 (São Paulo, Brazil)
  • southamerica-west1 (Santiago, Chile)
  • us-central1 (Council Bluffs, Iowa, USA)
  • us-east1 (Moncks Corner, South Carolina, USA)
  • us-east4 (Ashburn, Northern Virginia, USA)
  • us-east5 (Columbus, Ohio)
  • us-south1 (Dallas, Texas)
  • us-west1 (The Dalles, Oregon, USA)
  • us-west2 (Los Angeles, California, USA)
  • us-west3 (Salt Lake City, Utah, USA)
  • us-west4 (Las Vegas, Nevada, USA)
8.10.4.9. Installing and configuring CLI tools for GCP

To install OpenShift Container Platform on Google Cloud Platform (GCP) using user-provisioned infrastructure, you must install and configure the CLI tools for GCP.

Prerequisites

  • You created a project to host your cluster.
  • You created a service account and granted it the required permissions.

Procedure

  1. Install the following binaries in $PATH:

    • gcloud
    • gsutil

    See Install the latest Cloud SDK version in the GCP documentation.

  2. Authenticate using the gcloud tool with your configured service account.

    See Authorizing with a service account in the GCP documentation.

8.10.5. Requirements for a cluster with user-provisioned infrastructure

For a cluster that contains user-provisioned infrastructure, you must deploy all of the required machines.

This section describes the requirements for deploying OpenShift Container Platform on user-provisioned infrastructure.

8.10.5.1. Required machines for cluster installation

The smallest OpenShift Container Platform clusters require the following hosts:

Table 8.41. Minimum required hosts
HostsDescription

One temporary bootstrap machine

The cluster requires the bootstrap machine to deploy the OpenShift Container Platform cluster on the three control plane machines. You can remove the bootstrap machine after you install the cluster.

Three control plane machines

The control plane machines run the Kubernetes and OpenShift Container Platform services that form the control plane.

At least two compute machines, which are also known as worker machines.

The workloads requested by OpenShift Container Platform users run on the compute machines.

Important

To maintain high availability of your cluster, use separate physical hosts for these cluster machines.

The bootstrap and control plane machines must use Red Hat Enterprise Linux CoreOS (RHCOS) as the operating system. However, the compute machines can choose between Red Hat Enterprise Linux CoreOS (RHCOS), Red Hat Enterprise Linux (RHEL) 8.4, or RHEL 8.5.

Note that RHCOS is based on Red Hat Enterprise Linux (RHEL) 8 and inherits all of its hardware certifications and requirements. See Red Hat Enterprise Linux technology capabilities and limits.

8.10.5.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 8.42. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageIOPS [2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.4, or RHEL 8.5 [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

8.10.5.3. Tested instance types for GCP

The following Google Cloud Platform instance types have been tested with OpenShift Container Platform.

Example 8.48. Machine series

  • C2
  • C2D
  • C3
  • E2
  • M1
  • N1
  • N2
  • N2D
  • Tau T2D
8.10.5.4. Using custom machine types

Using a custom machine type to install a OpenShift Container Platform cluster is supported.

Consider the following when using a custom machine type:

  • Similar to predefined instance types, custom machine types must meet the minimum resource requirements for control plane and compute machines. For more information, see "Minimum resource requirements for cluster installation".
  • The name of the custom machine type must adhere to the following syntax:

    custom-<number_of_cpus>-<amount_of_memory_in_mb>

    For example, custom-6-20480.

8.10.6. Creating the installation files for GCP

To install OpenShift Container Platform on Google Cloud Platform (GCP) using user-provisioned infrastructure, you must generate the files that the installation program needs to deploy your cluster and modify them so that the cluster creates only the machines that it will use. You generate and customize the install-config.yaml file, Kubernetes manifests, and Ignition config files. You also have the option to first set up a separate var partition during the preparation phases of installation.

8.10.6.1. Optional: Creating a separate /var partition

It is recommended that disk partitioning for OpenShift Container Platform be left to the installer. However, there are cases where you might want to create separate partitions in a part of the filesystem that you expect to grow.

OpenShift Container Platform supports the addition of a single partition to attach storage to either the /var partition or a subdirectory of /var. For example:

  • /var/lib/containers: Holds container-related content that can grow as more images and containers are added to a system.
  • /var/lib/etcd: Holds data that you might want to keep separate for purposes such as performance optimization of etcd storage.
  • /var: Holds data that you might want to keep separate for purposes such as auditing.

Storing the contents of a /var directory separately makes it easier to grow storage for those areas as needed and reinstall OpenShift Container Platform at a later date and keep that data intact. With this method, you will not have to pull all your containers again, nor will you have to copy massive log files when you update systems.

Because /var must be in place before a fresh installation of Red Hat Enterprise Linux CoreOS (RHCOS), the following procedure sets up the separate /var partition by creating a machine config manifest that is inserted during the openshift-install preparation phases of an OpenShift Container Platform installation.

Important

If you follow the steps to create a separate /var partition in this procedure, it is not necessary to create the Kubernetes manifest and Ignition config files again as described later in this section.

Procedure

  1. Create a directory to hold the OpenShift Container Platform installation files:

    $ mkdir $HOME/clusterconfig
  2. Run openshift-install to create a set of files in the manifest and openshift subdirectories. Answer the system questions as you are prompted:

    $ openshift-install create manifests --dir $HOME/clusterconfig

    Example output

    ? SSH Public Key ...
    INFO Credentials loaded from the "myprofile" profile in file "/home/myuser/.aws/credentials"
    INFO Consuming Install Config from target directory
    INFO Manifests created in: $HOME/clusterconfig/manifests and $HOME/clusterconfig/openshift

  3. Optional: Confirm that the installation program created manifests in the clusterconfig/openshift directory:

    $ ls $HOME/clusterconfig/openshift/

    Example output

    99_kubeadmin-password-secret.yaml
    99_openshift-cluster-api_master-machines-0.yaml
    99_openshift-cluster-api_master-machines-1.yaml
    99_openshift-cluster-api_master-machines-2.yaml
    ...

  4. Create a Butane config that configures the additional partition. For example, name the file $HOME/clusterconfig/98-var-partition.bu, change the disk device name to the name of the storage device on the worker systems, and set the storage size as appropriate. This example places the /var directory on a separate partition:

    variant: openshift
    version: 4.10.0
    metadata:
      labels:
        machineconfiguration.openshift.io/role: worker
      name: 98-var-partition
    storage:
      disks:
      - device: /dev/<device_name> 1
        partitions:
        - label: var
          start_mib: <partition_start_offset> 2
          size_mib: <partition_size> 3
      filesystems:
        - device: /dev/disk/by-partlabel/var
          path: /var
          format: xfs
          mount_options: [defaults, prjquota] 4
          with_mount_unit: true
    1
    The storage device name of the disk that you want to partition.
    2
    When adding a data partition to the boot disk, a minimum value of 25000 MiB (Mebibytes) is recommended. The root file system is automatically resized to fill all available space up to the specified offset. If no value is specified, or if the specified value is smaller than the recommended minimum, the resulting root file system will be too small, and future reinstalls of RHCOS might overwrite the beginning of the data partition.
    3
    The size of the data partition in mebibytes.
    4
    The prjquota mount option must be enabled for filesystems used for container storage.
    Note

    When creating a separate /var partition, you cannot use different instance types for worker nodes, if the different instance types do not have the same device name.

  5. Create a manifest from the Butane config and save it to the clusterconfig/openshift directory. For example, run the following command:

    $ butane $HOME/clusterconfig/98-var-partition.bu -o $HOME/clusterconfig/openshift/98-var-partition.yaml
  6. Run openshift-install again to create Ignition configs from a set of files in the manifest and openshift subdirectories:

    $ openshift-install create ignition-configs --dir $HOME/clusterconfig
    $ ls $HOME/clusterconfig/
    auth  bootstrap.ign  master.ign  metadata.json  worker.ign

Now you can use the Ignition config files as input to the installation procedures to install Red Hat Enterprise Linux CoreOS (RHCOS) systems.

8.10.6.2. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Google Cloud Platform (GCP).

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1
      1
      For <installation_directory>, specify the directory name to store the files that the installation program creates.
      Important

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        Note

        For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select gcp as the platform to target.
      3. If you have not configured the service account key for your GCP account on your computer, you must obtain it from GCP and paste the contents of the file or enter the absolute path to the file.
      4. Select the project ID to provision the cluster in. The default value is specified by the service account that you configured.
      5. Select the region to deploy the cluster to.
      6. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
      7. Enter a descriptive name for your cluster.
      8. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
    3. Optional: If you do not want the cluster to provision compute machines, empty the compute pool by editing the resulting install-config.yaml file to set replicas to 0 for the compute pool:

      compute:
      - hyperthreading: Enabled
        name: worker
        platform: {}
        replicas: 0 1
      1
      Set to 0.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

8.10.6.3. Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OpenShift Container Platform cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.
  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    $ ./openshift-install wait-for install-complete --log-level debug
  2. Save the file and reference it when installing OpenShift Container Platform.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Note

Only the Proxy object named cluster is supported, and no additional proxies can be created.

8.10.6.4. Creating the Kubernetes manifest and Ignition config files

Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.

The installation configuration file transforms into the Kubernetes manifests. The manifests wrap into the Ignition configuration files, which are later used to configure the cluster machines.

Important
  • The Ignition config files that the OpenShift Container Platform installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
  • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

Prerequisites

  • You obtained the OpenShift Container Platform installation program.
  • You created the install-config.yaml installation configuration file.

Procedure

  1. Change to the directory that contains the OpenShift Container Platform installation program and generate the Kubernetes manifests for the cluster:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    For <installation_directory>, specify the installation directory that contains the install-config.yaml file you created.
  2. Remove the Kubernetes manifest files that define the control plane machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_master-machines-*.yaml

    By removing these files, you prevent the cluster from automatically generating control plane machines.

  3. Optional: If you do not want the cluster to provision compute machines, remove the Kubernetes manifest files that define the worker machines:

    $ rm -f <installation_directory>/openshift/99_openshift-cluster-api_worker-machineset-*.yaml

    Because you create and manage the worker machines yourself, you do not need to initialize these machines.

  4. Check that the mastersSchedulable parameter in the <installation_directory>/manifests/cluster-scheduler-02-config.yml Kubernetes manifest file is set to false. This setting prevents pods from being scheduled on the control plane machines:

    1. Open the <installation_directory>/manifests/cluster-scheduler-02-config.yml file.
    2. Locate the mastersSchedulable parameter and ensure that it is set to false.
    3. Save and exit the file.
  5. Optional: If you do not want the Ingress Operator to create DNS records on your behalf, remove the privateZone and publicZone sections from the <installation_directory>/manifests/cluster-dns-02-config.yml DNS configuration file:

    apiVersion: config.openshift.io/v1
    kind: DNS
    metadata:
      creationTimestamp: null
      name: cluster
    spec:
      baseDomain: example.openshift.com
      privateZone: 1
        id: mycluster-100419-private-zone
      publicZone: 2
        id: example.openshift.com
    status: {}
    1 2
    Remove this section completely.

    If you do so, you must add ingress DNS records manually in a later step.

  6. To create the Ignition configuration files, run the following command from the directory that contains the installation program:

    $ ./openshift-install create ignition-configs --dir <installation_directory> 1
    1
    For <installation_directory>, specify the same installation directory.

    Ignition config files are created for the bootstrap, control plane, and compute nodes in the installation directory. The kubeadmin-password and kubeconfig files are created in the ./<installation_directory>/auth directory:

    .
    ├── auth
    │   ├── kubeadmin-password
    │   └── kubeconfig
    ├── bootstrap.ign
    ├── master.ign
    ├── metadata.json
    └── worker.ign

8.10.7. Exporting common variables

8.10.7.1. Extracting the infrastructure name

The Ignition config files contain a unique cluster identifier that you can use to uniquely identify your cluster in Google Cloud Platform (GCP). The infrastructure name is also used to locate the appropriate GCP resources during an OpenShift Container Platform installation. The provided Deployment Manager templates contain references to this infrastructure name, so you must extract it.

Prerequisites

  • You obtained the OpenShift Container Platform installation program and the pull secret for your cluster.
  • You generated the Ignition config files for your cluster.
  • You installed the jq package.

Procedure

  • To extract and view the infrastructure name from the Ignition config file metadata, run the following command:

    $ jq -r .infraID <installation_directory>/metadata.json 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

    openshift-vw9j6 1

    1
    The output of this command is your cluster name and a random string.
8.10.7.2. Exporting common variables for Deployment Manager templates

You must export a common set of variables that are used with the provided Deployment Manager templates used to assist in completing a user-provided infrastructure install on Google Cloud Platform (GCP).

Note

Specific Deployment Manager templates can also require additional exported variables, which are detailed in their related procedures.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Generate the Ignition config files for your cluster.
  • Install the jq package.

Procedure

  1. Export the following common variables to be used by the provided Deployment Manager templates:

    $ export BASE_DOMAIN='<base_domain>'
    $ export BASE_DOMAIN_ZONE_NAME='<base_domain_zone_name>'
    $ export NETWORK_CIDR='10.0.0.0/16'
    $ export MASTER_SUBNET_CIDR='10.0.0.0/17'
    $ export WORKER_SUBNET_CIDR='10.0.128.0/17'
    
    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    $ export CLUSTER_NAME=`jq -r .clusterName <installation_directory>/metadata.json`
    $ export INFRA_ID=`jq -r .infraID <installation_directory>/metadata.json`
    $ export PROJECT_NAME=`jq -r .gcp.projectID <installation_directory>/metadata.json`
    $ export REGION=`jq -r .gcp.region <installation_directory>/metadata.json`
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

8.10.8. Creating a VPC in GCP

You must create a VPC in Google Cloud Platform (GCP) for your OpenShift Container Platform cluster to use. You can customize the VPC to meet your requirements. One way to create the VPC is to modify the provided Deployment Manager template.

Note

If you do not use the provided Deployment Manager template to create your GCP infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure a GCP account.
  • Generate the Ignition config files for your cluster.

Procedure

  1. Copy the template from the Deployment Manager template for the VPC section of this topic and save it as 01_vpc.py on your computer. This template describes the VPC that your cluster requires.
  2. Create a 01_vpc.yaml resource definition file:

    $ cat <<EOF >01_vpc.yaml
    imports:
    - path: 01_vpc.py
    
    resources:
    - name: cluster-vpc
      type: 01_vpc.py
      properties:
        infra_id: '${INFRA_ID}' 1
        region: '${REGION}' 2
        master_subnet_cidr: '${MASTER_SUBNET_CIDR}' 3
        worker_subnet_cidr: '${WORKER_SUBNET_CIDR}' 4
    EOF
    1
    infra_id is the INFRA_ID infrastructure name from the extraction step.
    2
    region is the region to deploy the cluster into, for example us-central1.
    3
    master_subnet_cidr is the CIDR for the master subnet, for example 10.0.0.0/17.
    4
    worker_subnet_cidr is the CIDR for the worker subnet, for example 10.0.128.0/17.
  3. Create the deployment by using the gcloud CLI:

    $ gcloud deployment-manager deployments create ${INFRA_ID}-vpc --config 01_vpc.yaml
8.10.8.1. Deployment Manager template for the VPC

You can use the following Deployment Manager template to deploy the VPC that you need for your OpenShift Container Platform cluster:

Example 8.49. 01_vpc.py Deployment Manager template

def GenerateConfig(context):

    resources = [{
        'name': context.properties['infra_id'] + '-network',
        'type': 'compute.v1.network',
        'properties': {
            'region': context.properties['region'],
            'autoCreateSubnetworks': False
        }
    }, {
        'name': context.properties['infra_id'] + '-master-subnet',
        'type': 'compute.v1.subnetwork',
        'properties': {
            'region': context.properties['region'],
            'network': '$(ref.' + context.properties['infra_id'] + '-network.selfLink)',
            'ipCidrRange': context.properties['master_subnet_cidr']
        }
    }, {
        'name': context.properties['infra_id'] + '-worker-subnet',
        'type': 'compute.v1.subnetwork',
        'properties': {
            'region': context.properties['region'],
            'network': '$(ref.' + context.properties['infra_id'] + '-network.selfLink)',
            'ipCidrRange': context.properties['worker_subnet_cidr']
        }
    }, {
        'name': context.properties['infra_id'] + '-router',
        'type': 'compute.v1.router',
        'properties': {
            'region': context.properties['region'],
            'network': '$(ref.' + context.properties['infra_id'] + '-network.selfLink)',
            'nats': [{
                'name': context.properties['infra_id'] + '-nat-master',
                'natIpAllocateOption': 'AUTO_ONLY',
                'minPortsPerVm': 7168,
                'sourceSubnetworkIpRangesToNat': 'LIST_OF_SUBNETWORKS',
                'subnetworks': [{
                    'name': '$(ref.' + context.properties['infra_id'] + '-master-subnet.selfLink)',
                    'sourceIpRangesToNat': ['ALL_IP_RANGES']
                }]
            }, {
                'name': context.properties['infra_id'] + '-nat-worker',
                'natIpAllocateOption': 'AUTO_ONLY',
                'minPortsPerVm': 512,
                'sourceSubnetworkIpRangesToNat': 'LIST_OF_SUBNETWORKS',
                'subnetworks': [{
                    'name': '$(ref.' + context.properties['infra_id'] + '-worker-subnet.selfLink)',
                    'sourceIpRangesToNat': ['ALL_IP_RANGES']
                }]
            }]
        }
    }]

    return {'resources': resources}

8.10.9. Networking requirements for user-provisioned infrastructure

All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require networking to be configured in initramfs during boot to fetch their Ignition config files.

8.10.9.1. Setting the cluster node hostnames through DHCP

On Red Hat Enterprise Linux CoreOS (RHCOS) machines, the hostname is set through NetworkManager. By default, the machines obtain their hostname through DHCP. If the hostname is not provided by DHCP, set statically through kernel arguments, or another method, it is obtained through a reverse DNS lookup. Reverse DNS lookup occurs after the network has been initialized on a node and can take time to resolve. Other system services can start prior to this and detect the hostname as localhost or similar. You can avoid this by using DHCP to provide the hostname for each cluster node.

Additionally, setting the hostnames through DHCP can bypass any manual DNS record name configuration errors in environments that have a DNS split-horizon implementation.

8.10.9.2. Network connectivity requirements

You must configure the network connectivity between machines to allow OpenShift Container Platform cluster components to communicate. Each machine must be able to resolve the hostnames of all other machines in the cluster.

This section provides details about the ports that are required.

Important

In connected OpenShift Container Platform environments, all nodes are required to have internet access to pull images for platform containers and provide telemetry data to Red Hat.

Table 8.43. Ports used for all-machine to all-machine communications
ProtocolPortDescription

ICMP

N/A

Network reachability tests

TCP

1936

Metrics

9000-9999

Host level services, including the node exporter on ports 9100-9101 and the Cluster Version Operator on port 9099.

10250-10259

The default ports that Kubernetes reserves

10256

openshift-sdn

UDP

4789

VXLAN

6081

Geneve

9000-9999

Host level services, including the node exporter on ports 9100-9101.

500

IPsec IKE packets

4500

IPsec NAT-T packets

TCP/UDP

30000-32767

Kubernetes node port

ESP

N/A

IPsec Encapsulating Security Payload (ESP)

Table 8.44. Ports used for all-machine to control plane communications
ProtocolPortDescription

TCP

6443

Kubernetes API

Table 8.45. Ports used for control plane machine to control plane machine communications
ProtocolPortDescription

TCP

2379-2380

etcd server and peer ports

8.10.10. Creating load balancers in GCP

You must configure load balancers in Google Cloud Platform (GCP) for your OpenShift Container Platform cluster to use. One way to create these components is to modify the provided Deployment Manager template.

Note

If you do not use the provided Deployment Manager template to create your GCP infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure a GCP account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VPC and associated subnets in GCP.

Procedure

  1. Copy the template from the Deployment Manager template for the internal load balancer section of this topic and save it as 02_lb_int.py on your computer. This template describes the internal load balancing objects that your cluster requires.
  2. For an external cluster, also copy the template from the Deployment Manager template for the external load balancer section of this topic and save it as 02_lb_ext.py on your computer. This template describes the external load balancing objects that your cluster requires.
  3. Export the variables that the deployment template uses:

    1. Export the cluster network location:

      $ export CLUSTER_NETWORK=(`gcloud compute networks describe ${INFRA_ID}-network --format json | jq -r .selfLink`)
    2. Export the control plane subnet location:

      $ export CONTROL_SUBNET=(`gcloud compute networks subnets describe ${INFRA_ID}-master-subnet --region=${REGION} --format json | jq -r .selfLink`)
    3. Export the three zones that the cluster uses:

      $ export ZONE_0=(`gcloud compute regions describe ${REGION} --format=json | jq -r .zones[0] | cut -d "/" -f9`)
      $ export ZONE_1=(`gcloud compute regions describe ${REGION} --format=json | jq -r .zones[1] | cut -d "/" -f9`)
      $ export ZONE_2=(`gcloud compute regions describe ${REGION} --format=json | jq -r .zones[2] | cut -d "/" -f9`)
  4. Create a 02_infra.yaml resource definition file:

    $ cat <<EOF >02_infra.yaml
    imports:
    - path: 02_lb_ext.py
    - path: 02_lb_int.py 1
    resources:
    - name: cluster-lb-ext 2
      type: 02_lb_ext.py
      properties:
        infra_id: '${INFRA_ID}' 3
        region: '${REGION}' 4
    - name: cluster-lb-int
      type: 02_lb_int.py
      properties:
        cluster_network: '${CLUSTER_NETWORK}'
        control_subnet: '${CONTROL_SUBNET}' 5
        infra_id: '${INFRA_ID}'
        region: '${REGION}'
        zones: 6
        - '${ZONE_0}'
        - '${ZONE_1}'
        - '${ZONE_2}'
    EOF
    1 2
    Required only when deploying an external cluster.
    3
    infra_id is the INFRA_ID infrastructure name from the extraction step.
    4
    region is the region to deploy the cluster into, for example us-central1.
    5
    control_subnet is the URI to the control subnet.
    6
    zones are the zones to deploy the control plane instances into, like us-east1-b, us-east1-c, and us-east1-d.
  5. Create the deployment by using the gcloud CLI:

    $ gcloud deployment-manager deployments create ${INFRA_ID}-infra --config 02_infra.yaml
  6. Export the cluster IP address:

    $ export CLUSTER_IP=(`gcloud compute addresses describe ${INFRA_ID}-cluster-ip --region=${REGION} --format json | jq -r .address`)
  7. For an external cluster, also export the cluster public IP address:

    $ export CLUSTER_PUBLIC_IP=(`gcloud compute addresses describe ${INFRA_ID}-cluster-public-ip --region=${REGION} --format json | jq -r .address`)
8.10.10.1. Deployment Manager template for the external load balancer

You can use the following Deployment Manager template to deploy the external load balancer that you need for your OpenShift Container Platform cluster:

Example 8.50. 02_lb_ext.py Deployment Manager template

def GenerateConfig(context):

    resources = [{
        'name': context.properties['infra_id'] + '-cluster-public-ip',
        'type': 'compute.v1.address',
        'properties': {
            'region': context.properties['region']
        }
    }, {
        # Refer to docs/dev/kube-apiserver-health-check.md on how to correctly setup health check probe for kube-apiserver
        'name': context.properties['infra_id'] + '-api-http-health-check',
        'type': 'compute.v1.httpHealthCheck',
        'properties': {
            'port': 6080,
            'requestPath': '/readyz'
        }
    }, {
        'name': context.properties['infra_id'] + '-api-target-pool',
        'type': 'compute.v1.targetPool',
        'properties': {
            'region': context.properties['region'],
            'healthChecks': ['$(ref.' + context.properties['infra_id'] + '-api-http-health-check.selfLink)'],
            'instances': []
        }
    }, {
        'name': context.properties['infra_id'] + '-api-forwarding-rule',
        'type': 'compute.v1.forwardingRule',
        'properties': {
            'region': context.properties['region'],
            'IPAddress': '$(ref.' + context.properties['infra_id'] + '-cluster-public-ip.selfLink)',
            'target': '$(ref.' + context.properties['infra_id'] + '-api-target-pool.selfLink)',
            'portRange': '6443'
        }
    }]

    return {'resources': resources}
8.10.10.2. Deployment Manager template for the internal load balancer

You can use the following Deployment Manager template to deploy the internal load balancer that you need for your OpenShift Container Platform cluster:

Example 8.51. 02_lb_int.py Deployment Manager template

def GenerateConfig(context):

    backends = []
    for zone in context.properties['zones']:
        backends.append({
            'group': '$(ref.' + context.properties['infra_id'] + '-master-' + zone + '-ig' + '.selfLink)'
        })

    resources = [{
        'name': context.properties['infra_id'] + '-cluster-ip',
        'type': 'compute.v1.address',
        'properties': {
            'addressType': 'INTERNAL',
            'region': context.properties['region'],
            'subnetwork': context.properties['control_subnet']
        }
    }, {
        # Refer to docs/dev/kube-apiserver-health-check.md on how to correctly setup health check probe for kube-apiserver
        'name': context.properties['infra_id'] + '-api-internal-health-check',
        'type': 'compute.v1.healthCheck',
        'properties': {
            'httpsHealthCheck': {
                'port': 6443,
                'requestPath': '/readyz'
            },
            'type': "HTTPS"
        }
    }, {
        'name': context.properties['infra_id'] + '-api-internal-backend-service',
        'type': 'compute.v1.regionBackendService',
        'properties': {
            'backends': backends,
            'healthChecks': ['$(ref.' + context.properties['infra_id'] + '-api-internal-health-check.selfLink)'],
            'loadBalancingScheme': 'INTERNAL',
            'region': context.properties['region'],
            'protocol': 'TCP',
            'timeoutSec': 120
        }
    }, {
        'name': context.properties['infra_id'] + '-api-internal-forwarding-rule',
        'type': 'compute.v1.forwardingRule',
        'properties': {
            'backendService': '$(ref.' + context.properties['infra_id'] + '-api-internal-backend-service.selfLink)',
            'IPAddress': '$(ref.' + context.properties['infra_id'] + '-cluster-ip.selfLink)',
            'loadBalancingScheme': 'INTERNAL',
            'ports': ['6443','22623'],
            'region': context.properties['region'],
            'subnetwork': context.properties['control_subnet']
        }
    }]

    for zone in context.properties['zones']:
        resources.append({
            'name': context.properties['infra_id'] + '-master-' + zone + '-ig',
            'type': 'compute.v1.instanceGroup',
            'properties': {
                'namedPorts': [
                    {
                        'name': 'ignition',
                        'port': 22623
                    }, {
                        'name': 'https',
                        'port': 6443
                    }
                ],
                'network': context.properties['cluster_network'],
                'zone': zone
            }
        })

    return {'resources': resources}

You will need this template in addition to the 02_lb_ext.py template when you create an external cluster.

8.10.11. Creating a private DNS zone in GCP

You must configure a private DNS zone in Google Cloud Platform (GCP) for your OpenShift Container Platform cluster to use. One way to create this component is to modify the provided Deployment Manager template.

Note

If you do not use the provided Deployment Manager template to create your GCP infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure a GCP account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VPC and associated subnets in GCP.

Procedure

  1. Copy the template from the Deployment Manager template for the private DNS section of this topic and save it as 02_dns.py on your computer. This template describes the private DNS objects that your cluster requires.
  2. Create a 02_dns.yaml resource definition file:

    $ cat <<EOF >02_dns.yaml
    imports:
    - path: 02_dns.py
    
    resources:
    - name: cluster-dns
      type: 02_dns.py
      properties:
        infra_id: '${INFRA_ID}' 1
        cluster_domain: '${CLUSTER_NAME}.${BASE_DOMAIN}' 2
        cluster_network: '${CLUSTER_NETWORK}' 3
    EOF
    1
    infra_id is the INFRA_ID infrastructure name from the extraction step.
    2
    cluster_domain is the domain for the cluster, for example openshift.example.com.
    3
    cluster_network is the selfLink URL to the cluster network.
  3. Create the deployment by using the gcloud CLI:

    $ gcloud deployment-manager deployments create ${INFRA_ID}-dns --config 02_dns.yaml
  4. The templates do not create DNS entries due to limitations of Deployment Manager, so you must create them manually:

    1. Add the internal DNS entries:

      $ if [ -f transaction.yaml ]; then rm transaction.yaml; fi
      $ gcloud dns record-sets transaction start --zone ${INFRA_ID}-private-zone
      $ gcloud dns record-sets transaction add ${CLUSTER_IP} --name api.${CLUSTER_NAME}.${BASE_DOMAIN}. --ttl 60 --type A --zone ${INFRA_ID}-private-zone
      $ gcloud dns record-sets transaction add ${CLUSTER_IP} --name api-int.${CLUSTER_NAME}.${BASE_DOMAIN}. --ttl 60 --type A --zone ${INFRA_ID}-private-zone
      $ gcloud dns record-sets transaction execute --zone ${INFRA_ID}-private-zone
    2. For an external cluster, also add the external DNS entries:

      $ if [ -f transaction.yaml ]; then rm transaction.yaml; fi
      $ gcloud dns record-sets transaction start --zone ${BASE_DOMAIN_ZONE_NAME}
      $ gcloud dns record-sets transaction add ${CLUSTER_PUBLIC_IP} --name api.${CLUSTER_NAME}.${BASE_DOMAIN}. --ttl 60 --type A --zone ${BASE_DOMAIN_ZONE_NAME}
      $ gcloud dns record-sets transaction execute --zone ${BASE_DOMAIN_ZONE_NAME}
8.10.11.1. Deployment Manager template for the private DNS

You can use the following Deployment Manager template to deploy the private DNS that you need for your OpenShift Container Platform cluster:

Example 8.52. 02_dns.py Deployment Manager template

def GenerateConfig(context):

    resources = [{
        'name': context.properties['infra_id'] + '-private-zone',
        'type': 'dns.v1.managedZone',
        'properties': {
            'description': '',
            'dnsName': context.properties['cluster_domain'] + '.',
            'visibility': 'private',
            'privateVisibilityConfig': {
                'networks': [{
                    'networkUrl': context.properties['cluster_network']
                }]
            }
        }
    }]

    return {'resources': resources}

8.10.12. Creating firewall rules in GCP

You must create firewall rules in Google Cloud Platform (GCP) for your OpenShift Container Platform cluster to use. One way to create these components is to modify the provided Deployment Manager template.

Note

If you do not use the provided Deployment Manager template to create your GCP infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure a GCP account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VPC and associated subnets in GCP.

Procedure

  1. Copy the template from the Deployment Manager template for firewall rules section of this topic and save it as 03_firewall.py on your computer. This template describes the security groups that your cluster requires.
  2. Create a 03_firewall.yaml resource definition file:

    $ cat <<EOF >03_firewall.yaml
    imports:
    - path: 03_firewall.py
    
    resources:
    - name: cluster-firewall
      type: 03_firewall.py
      properties:
        allowed_external_cidr: '0.0.0.0/0' 1
        infra_id: '${INFRA_ID}' 2
        cluster_network: '${CLUSTER_NETWORK}' 3
        network_cidr: '${NETWORK_CIDR}' 4
    EOF
    1
    allowed_external_cidr is the CIDR range that can access the cluster API and SSH to the bootstrap host. For an internal cluster, set this value to ${NETWORK_CIDR}.
    2
    infra_id is the INFRA_ID infrastructure name from the extraction step.
    3
    cluster_network is the selfLink URL to the cluster network.
    4
    network_cidr is the CIDR of the VPC network, for example 10.0.0.0/16.
  3. Create the deployment by using the gcloud CLI:

    $ gcloud deployment-manager deployments create ${INFRA_ID}-firewall --config 03_firewall.yaml
8.10.12.1. Deployment Manager template for firewall rules

You can use the following Deployment Manager template to deploy the firewall rues that you need for your OpenShift Container Platform cluster:

Example 8.53. 03_firewall.py Deployment Manager template

def GenerateConfig(context):

    resources = [{
        'name': context.properties['infra_id'] + '-bootstrap-in-ssh',
        'type': 'compute.v1.firewall',
        'properties': {
            'network': context.properties['cluster_network'],
            'allowed': [{
                'IPProtocol': 'tcp',
                'ports': ['22']
            }],
            'sourceRanges': [context.properties['allowed_external_cidr']],
            'targetTags': [context.properties['infra_id'] + '-bootstrap']
        }
    }, {
        'name': context.properties['infra_id'] + '-api',
        'type': 'compute.v1.firewall',
        'properties': {
            'network': context.properties['cluster_network'],
            'allowed': [{
                'IPProtocol': 'tcp',
                'ports': ['6443']
            }],
            'sourceRanges': [context.properties['allowed_external_cidr']],
            'targetTags': [context.properties['infra_id'] + '-master']
        }
    }, {
        'name': context.properties['infra_id'] + '-health-checks',
        'type': 'compute.v1.firewall',
        'properties': {
            'network': context.properties['cluster_network'],
            'allowed': [{
                'IPProtocol': 'tcp',
                'ports': ['6080', '6443', '22624']
            }],
            'sourceRanges': ['35.191.0.0/16', '130.211.0.0/22', '209.85.152.0/22', '209.85.204.0/22'],
            'targetTags': [context.properties['infra_id'] + '-master']
        }
    }, {
        'name': context.properties['infra_id'] + '-etcd',
        'type': 'compute.v1.firewall',
        'properties': {
            'network': context.properties['cluster_network'],
            'allowed': [{
                'IPProtocol': 'tcp',
                'ports': ['2379-2380']
            }],
            'sourceTags': [context.properties['infra_id'] + '-master'],
            'targetTags': [context.properties['infra_id'] + '-master']
        }
    }, {
        'name': context.properties['infra_id'] + '-control-plane',
        'type': 'compute.v1.firewall',
        'properties': {
            'network': context.properties['cluster_network'],
            'allowed': [{
                'IPProtocol': 'tcp',
                'ports': ['10257']
            },{
                'IPProtocol': 'tcp',
                'ports': ['10259']
            },{
                'IPProtocol': 'tcp',
                'ports': ['22623']
            }],
            'sourceTags': [
                context.properties['infra_id'] + '-master',
                context.properties['infra_id'] + '-worker'
            ],
            'targetTags': [context.properties['infra_id'] + '-master']
        }
    }, {
        'name': context.properties['infra_id'] + '-internal-network',
        'type': 'compute.v1.firewall',
        'properties': {
            'network': context.properties['cluster_network'],
            'allowed': [{
                'IPProtocol': 'icmp'
            },{
                'IPProtocol': 'tcp',
                'ports': ['22']
            }],
            'sourceRanges': [context.properties['network_cidr']],
            'targetTags': [
                context.properties['infra_id'] + '-master',
                context.properties['infra_id'] + '-worker'
            ]
        }
    }, {
        'name': context.properties['infra_id'] + '-internal-cluster',
        'type': 'compute.v1.firewall',
        'properties': {
            'network': context.properties['cluster_network'],
            'allowed': [{
                'IPProtocol': 'udp',
                'ports': ['4789', '6081']
            },{
                'IPProtocol': 'udp',
                'ports': ['500', '4500']
            },{
                'IPProtocol': 'esp',
            },{
                'IPProtocol': 'tcp',
                'ports': ['9000-9999']
            },{
                'IPProtocol': 'udp',
                'ports': ['9000-9999']
            },{
                'IPProtocol': 'tcp',
                'ports': ['10250']
            },{
                'IPProtocol': 'tcp',
                'ports': ['30000-32767']
            },{
                'IPProtocol': 'udp',
                'ports': ['30000-32767']
            }],
            'sourceTags': [
                context.properties['infra_id'] + '-master',
                context.properties['infra_id'] + '-worker'
            ],
            'targetTags': [
                context.properties['infra_id'] + '-master',
                context.properties['infra_id'] + '-worker'
            ]
        }
    }]

    return {'resources': resources}

8.10.13. Creating IAM roles in GCP

You must create IAM roles in Google Cloud Platform (GCP) for your OpenShift Container Platform cluster to use. One way to create these components is to modify the provided Deployment Manager template.

Note

If you do not use the provided Deployment Manager template to create your GCP infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure a GCP account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VPC and associated subnets in GCP.

Procedure

  1. Copy the template from the Deployment Manager template for IAM roles section of this topic and save it as 03_iam.py on your computer. This template describes the IAM roles that your cluster requires.
  2. Create a 03_iam.yaml resource definition file:

    $ cat <<EOF >03_iam.yaml
    imports:
    - path: 03_iam.py
    resources:
    - name: cluster-iam
      type: 03_iam.py
      properties:
        infra_id: '${INFRA_ID}' 1
    EOF
    1
    infra_id is the INFRA_ID infrastructure name from the extraction step.
  3. Create the deployment by using the gcloud CLI:

    $ gcloud deployment-manager deployments create ${INFRA_ID}-iam --config 03_iam.yaml
  4. Export the variable for the master service account:

    $ export MASTER_SERVICE_ACCOUNT=(`gcloud iam service-accounts list --filter "email~^${INFRA_ID}-m@${PROJECT_NAME}." --format json | jq -r '.[0].email'`)
  5. Export the variable for the worker service account:

    $ export WORKER_SERVICE_ACCOUNT=(`gcloud iam service-accounts list --filter "email~^${INFRA_ID}-w@${PROJECT_NAME}." --format json | jq -r '.[0].email'`)
  6. Export the variable for the subnet that hosts the compute machines:

    $ export COMPUTE_SUBNET=(`gcloud compute networks subnets describe ${INFRA_ID}-worker-subnet --region=${REGION} --format json | jq -r .selfLink`)
  7. The templates do not create the policy bindings due to limitations of Deployment Manager, so you must create them manually:

    $ gcloud projects add-iam-policy-binding ${PROJECT_NAME} --member "serviceAccount:${MASTER_SERVICE_ACCOUNT}" --role "roles/compute.instanceAdmin"
    $ gcloud projects add-iam-policy-binding ${PROJECT_NAME} --member "serviceAccount:${MASTER_SERVICE_ACCOUNT}" --role "roles/compute.networkAdmin"
    $ gcloud projects add-iam-policy-binding ${PROJECT_NAME} --member "serviceAccount:${MASTER_SERVICE_ACCOUNT}" --role "roles/compute.securityAdmin"
    $ gcloud projects add-iam-policy-binding ${PROJECT_NAME} --member "serviceAccount:${MASTER_SERVICE_ACCOUNT}" --role "roles/iam.serviceAccountUser"
    $ gcloud projects add-iam-policy-binding ${PROJECT_NAME} --member "serviceAccount:${MASTER_SERVICE_ACCOUNT}" --role "roles/storage.admin"
    
    $ gcloud projects add-iam-policy-binding ${PROJECT_NAME} --member "serviceAccount:${WORKER_SERVICE_ACCOUNT}" --role "roles/compute.viewer"
    $ gcloud projects add-iam-policy-binding ${PROJECT_NAME} --member "serviceAccount:${WORKER_SERVICE_ACCOUNT}" --role "roles/storage.admin"
  8. Create a service account key and store it locally for later use:

    $ gcloud iam service-accounts keys create service-account-key.json --iam-account=${MASTER_SERVICE_ACCOUNT}
8.10.13.1. Deployment Manager template for IAM roles

You can use the following Deployment Manager template to deploy the IAM roles that you need for your OpenShift Container Platform cluster:

Example 8.54. 03_iam.py Deployment Manager template

def GenerateConfig(context):

    resources = [{
        'name': context.properties['infra_id'] + '-master-node-sa',
        'type': 'iam.v1.serviceAccount',
        'properties': {
            'accountId': context.properties['infra_id'] + '-m',
            'displayName': context.properties['infra_id'] + '-master-node'
        }
    }, {
        'name': context.properties['infra_id'] + '-worker-node-sa',
        'type': 'iam.v1.serviceAccount',
        'properties': {
            'accountId': context.properties['infra_id'] + '-w',
            'displayName': context.properties['infra_id'] + '-worker-node'
        }
    }]

    return {'resources': resources}

8.10.14. Creating the RHCOS cluster image for the GCP infrastructure

You must use a valid Red Hat Enterprise Linux CoreOS (RHCOS) image for Google Cloud Platform (GCP) for your OpenShift Container Platform nodes.

Procedure

  1. Obtain the RHCOS image from the RHCOS image mirror page.

    Important

    The RHCOS images might not change with every release of OpenShift Container Platform. You must download an image with the highest version that is less than or equal to the OpenShift Container Platform version that you install. Use the image version that matches your OpenShift Container Platform version if it is available.

    The file name contains the OpenShift Container Platform version number in the format rhcos-<version>-<arch>-gcp.<arch>.tar.gz.

  2. Create the Google storage bucket:

    $ gsutil mb gs://<bucket_name>
  3. Upload the RHCOS image to the Google storage bucket:

    $ gsutil cp <downloaded_image_file_path>/rhcos-<version>-x86_64-gcp.x86_64.tar.gz  gs://<bucket_name>
  4. Export the uploaded RHCOS image location as a variable:

    $ export IMAGE_SOURCE=gs://<bucket_name>/rhcos-<version>-x86_64-gcp.x86_64.tar.gz
  5. Create the cluster image:

    $ gcloud compute images create "${INFRA_ID}-rhcos-image" \
        --source-uri="${IMAGE_SOURCE}"

8.10.15. Creating the bootstrap machine in GCP

You must create the bootstrap machine in Google Cloud Platform (GCP) to use during OpenShift Container Platform cluster initialization. One way to create this machine is to modify the provided Deployment Manager template.

Note

If you do not use the provided Deployment Manager template to create your bootstrap machine, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure a GCP account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VPC and associated subnets in GCP.
  • Create and configure networking and load balancers in GCP.
  • Create control plane and compute roles.
  • Ensure pyOpenSSL is installed.

Procedure

  1. Copy the template from the Deployment Manager template for the bootstrap machine section of this topic and save it as 04_bootstrap.py on your computer. This template describes the bootstrap machine that your cluster requires.
  2. Export the location of the Red Hat Enterprise Linux CoreOS (RHCOS) image that the installation program requires:

    $ export CLUSTER_IMAGE=(`gcloud compute images describe ${INFRA_ID}-rhcos-image --format json | jq -r .selfLink`)
  3. Create a bucket and upload the bootstrap.ign file:

    $ gsutil mb gs://${INFRA_ID}-bootstrap-ignition
    $ gsutil cp <installation_directory>/bootstrap.ign gs://${INFRA_ID}-bootstrap-ignition/
  4. Create a signed URL for the bootstrap instance to use to access the Ignition config. Export the URL from the output as a variable:

    $ export BOOTSTRAP_IGN=`gsutil signurl -d 1h service-account-key.json gs://${INFRA_ID}-bootstrap-ignition/bootstrap.ign | grep "^gs:" | awk '{print $5}'`
  5. Create a 04_bootstrap.yaml resource definition file:

    $ cat <<EOF >04_bootstrap.yaml
    imports:
    - path: 04_bootstrap.py
    
    resources:
    - name: cluster-bootstrap
      type: 04_bootstrap.py
      properties:
        infra_id: '${INFRA_ID}' 1
        region: '${REGION}' 2
        zone: '${ZONE_0}' 3
    
        cluster_network: '${CLUSTER_NETWORK}' 4
        control_subnet: '${CONTROL_SUBNET}' 5
        image: '${CLUSTER_IMAGE}' 6
        machine_type: 'n1-standard-4' 7
        root_volume_size: '128' 8
    
        bootstrap_ign: '${BOOTSTRAP_IGN}' 9
    EOF
    1
    infra_id is the INFRA_ID infrastructure name from the extraction step.
    2
    region is the region to deploy the cluster into, for example us-central1.
    3
    zone is the zone to deploy the bootstrap instance into, for example us-central1-b.
    4
    cluster_network is the selfLink URL to the cluster network.
    5
    control_subnet is the selfLink URL to the control subnet.
    6
    image is the selfLink URL to the RHCOS image.
    7
    machine_type is the machine type of the instance, for example n1-standard-4.
    8
    root_volume_size is the boot disk size for the bootstrap machine.
    9
    bootstrap_ign is the URL output when creating a signed URL.
  6. Create the deployment by using the gcloud CLI:

    $ gcloud deployment-manager deployments create ${INFRA_ID}-bootstrap --config 04_bootstrap.yaml
  7. The templates do not manage load balancer membership due to limitations of Deployment Manager, so you must add the bootstrap machine manually.

    1. Add the bootstrap instance to the internal load balancer instance group:

      $ gcloud compute instance-groups unmanaged add-instances \
          ${INFRA_ID}-bootstrap-ig --zone=${ZONE_0} --instances=${INFRA_ID}-bootstrap
    2. Add the bootstrap instance group to the internal load balancer backend service:

      $ gcloud compute backend-services add-backend \
          ${INFRA_ID}-api-internal-backend-service --region=${REGION} --instance-group=${INFRA_ID}-bootstrap-ig --instance-group-zone=${ZONE_0}
8.10.15.1. Deployment Manager template for the bootstrap machine

You can use the following Deployment Manager template to deploy the bootstrap machine that you need for your OpenShift Container Platform cluster:

Example 8.55. 04_bootstrap.py Deployment Manager template

def GenerateConfig(context):

    resources = [{
        'name': context.properties['infra_id'] + '-bootstrap-public-ip',
        'type': 'compute.v1.address',
        'properties': {
            'region': context.properties['region']
        }
    }, {
        'name': context.properties['infra_id'] + '-bootstrap',
        'type': 'compute.v1.instance',
        'properties': {
            'disks': [{
                'autoDelete': True,
                'boot': True,
                'initializeParams': {
                    'diskSizeGb': context.properties['root_volume_size'],
                    'sourceImage': context.properties['image']
                }
            }],
            'machineType': 'zones/' + context.properties['zone'] + '/machineTypes/' + context.properties['machine_type'],
            'metadata': {
                'items': [{
                    'key': 'user-data',
                    'value': '{"ignition":{"config":{"replace":{"source":"' + context.properties['bootstrap_ign'] + '"}},"version":"3.2.0"}}',
                }]
            },
            'networkInterfaces': [{
                'subnetwork': context.properties['control_subnet'],
                'accessConfigs': [{
                    'natIP': '$(ref.' + context.properties['infra_id'] + '-bootstrap-public-ip.address)'
                }]
            }],
            'tags': {
                'items': [
                    context.properties['infra_id'] + '-master',
                    context.properties['infra_id'] + '-bootstrap'
                ]
            },
            'zone': context.properties['zone']
        }
    }, {
        'name': context.properties['infra_id'] + '-bootstrap-ig',
        'type': 'compute.v1.instanceGroup',
        'properties': {
            'namedPorts': [
                {
                    'name': 'ignition',
                    'port': 22623
                }, {
                    'name': 'https',
                    'port': 6443
                }
            ],
            'network': context.properties['cluster_network'],
            'zone': context.properties['zone']
        }
    }]

    return {'resources': resources}

8.10.16. Creating the control plane machines in GCP

You must create the control plane machines in Google Cloud Platform (GCP) for your cluster to use. One way to create these machines is to modify the provided Deployment Manager template.

Note

If you do not use the provided Deployment Manager template to create your control plane machines, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure a GCP account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VPC and associated subnets in GCP.
  • Create and configure networking and load balancers in GCP.
  • Create control plane and compute roles.
  • Create the bootstrap machine.

Procedure

  1. Copy the template from the Deployment Manager template for control plane machines section of this topic and save it as 05_control_plane.py on your computer. This template describes the control plane machines that your cluster requires.
  2. Export the following variable required by the resource definition:

    $ export MASTER_IGNITION=`cat <installation_directory>/master.ign`
  3. Create a 05_control_plane.yaml resource definition file:

    $ cat <<EOF >05_control_plane.yaml
    imports:
    - path: 05_control_plane.py
    
    resources:
    - name: cluster-control-plane
      type: 05_control_plane.py
      properties:
        infra_id: '${INFRA_ID}' 1
        zones: 2
        - '${ZONE_0}'
        - '${ZONE_1}'
        - '${ZONE_2}'
    
        control_subnet: '${CONTROL_SUBNET}' 3
        image: '${CLUSTER_IMAGE}' 4
        machine_type: 'n1-standard-4' 5
        root_volume_size: '128'
        service_account_email: '${MASTER_SERVICE_ACCOUNT}' 6
    
        ignition: '${MASTER_IGNITION}' 7
    EOF
    1
    infra_id is the INFRA_ID infrastructure name from the extraction step.
    2
    zones are the zones to deploy the control plane instances into, for example us-central1-a, us-central1-b, and us-central1-c.
    3
    control_subnet is the selfLink URL to the control subnet.
    4
    image is the selfLink URL to the RHCOS image.
    5
    machine_type is the machine type of the instance, for example n1-standard-4.
    6
    service_account_email is the email address for the master service account that you created.
    7
    ignition is the contents of the master.ign file.
  4. Create the deployment by using the gcloud CLI:

    $ gcloud deployment-manager deployments create ${INFRA_ID}-control-plane --config 05_control_plane.yaml
  5. The templates do not manage load balancer membership due to limitations of Deployment Manager, so you must add the control plane machines manually.

    • Run the following commands to add the control plane machines to the appropriate instance groups:

      $ gcloud compute instance-groups unmanaged add-instances ${INFRA_ID}-master-${ZONE_0}-ig --zone=${ZONE_0} --instances=${INFRA_ID}-master-0
      $ gcloud compute instance-groups unmanaged add-instances ${INFRA_ID}-master-${ZONE_1}-ig --zone=${ZONE_1} --instances=${INFRA_ID}-master-1
      $ gcloud compute instance-groups unmanaged add-instances ${INFRA_ID}-master-${ZONE_2}-ig --zone=${ZONE_2} --instances=${INFRA_ID}-master-2
    • For an external cluster, you must also run the following commands to add the control plane machines to the target pools:

      $ gcloud compute target-pools add-instances ${INFRA_ID}-api-target-pool --instances-zone="${ZONE_0}" --instances=${INFRA_ID}-master-0
      $ gcloud compute target-pools add-instances ${INFRA_ID}-api-target-pool --instances-zone="${ZONE_1}" --instances=${INFRA_ID}-master-1
      $ gcloud compute target-pools add-instances ${INFRA_ID}-api-target-pool --instances-zone="${ZONE_2}" --instances=${INFRA_ID}-master-2
8.10.16.1. Deployment Manager template for control plane machines

You can use the following Deployment Manager template to deploy the control plane machines that you need for your OpenShift Container Platform cluster:

Example 8.56. 05_control_plane.py Deployment Manager template

def GenerateConfig(context):

    resources = [{
        'name': context.properties['infra_id'] + '-master-0',
        'type': 'compute.v1.instance',
        'properties': {
            'disks': [{
                'autoDelete': True,
                'boot': True,
                'initializeParams': {
                    'diskSizeGb': context.properties['root_volume_size'],
                    'diskType': 'zones/' + context.properties['zones'][0] + '/diskTypes/pd-ssd',
                    'sourceImage': context.properties['image']
                }
            }],
            'machineType': 'zones/' + context.properties['zones'][0] + '/machineTypes/' + context.properties['machine_type'],
            'metadata': {
                'items': [{
                    'key': 'user-data',
                    'value': context.properties['ignition']
                }]
            },
            'networkInterfaces': [{
                'subnetwork': context.properties['control_subnet']
            }],
            'serviceAccounts': [{
                'email': context.properties['service_account_email'],
                'scopes': ['https://www.googleapis.com/auth/cloud-platform']
            }],
            'tags': {
                'items': [
                    context.properties['infra_id'] + '-master',
                ]
            },
            'zone': context.properties['zones'][0]
        }
    }, {
        'name': context.properties['infra_id'] + '-master-1',
        'type': 'compute.v1.instance',
        'properties': {
            'disks': [{
                'autoDelete': True,
                'boot': True,
                'initializeParams': {
                    'diskSizeGb': context.properties['root_volume_size'],
                    'diskType': 'zones/' + context.properties['zones'][1] + '/diskTypes/pd-ssd',
                    'sourceImage': context.properties['image']
                }
            }],
            'machineType': 'zones/' + context.properties['zones'][1] + '/machineTypes/' + context.properties['machine_type'],
            'metadata': {
                'items': [{
                    'key': 'user-data',
                    'value': context.properties['ignition']
                }]
            },
            'networkInterfaces': [{
                'subnetwork': context.properties['control_subnet']
            }],
            'serviceAccounts': [{
                'email': context.properties['service_account_email'],
                'scopes': ['https://www.googleapis.com/auth/cloud-platform']
            }],
            'tags': {
                'items': [
                    context.properties['infra_id'] + '-master',
                ]
            },
            'zone': context.properties['zones'][1]
        }
    }, {
        'name': context.properties['infra_id'] + '-master-2',
        'type': 'compute.v1.instance',
        'properties': {
            'disks': [{
                'autoDelete': True,
                'boot': True,
                'initializeParams': {
                    'diskSizeGb': context.properties['root_volume_size'],
                    'diskType': 'zones/' + context.properties['zones'][2] + '/diskTypes/pd-ssd',
                    'sourceImage': context.properties['image']
                }
            }],
            'machineType': 'zones/' + context.properties['zones'][2] + '/machineTypes/' + context.properties['machine_type'],
            'metadata': {
                'items': [{
                    'key': 'user-data',
                    'value': context.properties['ignition']
                }]
            },
            'networkInterfaces': [{
                'subnetwork': context.properties['control_subnet']
            }],
            'serviceAccounts': [{
                'email': context.properties['service_account_email'],
                'scopes': ['https://www.googleapis.com/auth/cloud-platform']
            }],
            'tags': {
                'items': [
                    context.properties['infra_id'] + '-master',
                ]
            },
            'zone': context.properties['zones'][2]
        }
    }]

    return {'resources': resources}

8.10.17. Wait for bootstrap completion and remove bootstrap resources in GCP

After you create all of the required infrastructure in Google Cloud Platform (GCP), wait for the bootstrap process to complete on the machines that you provisioned by using the Ignition config files that you generated with the installation program.

Prerequisites

  • Configure a GCP account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VPC and associated subnets in GCP.
  • Create and configure networking and load balancers in GCP.
  • Create control plane and compute roles.
  • Create the bootstrap machine.
  • Create the control plane machines.

Procedure

  1. Change to the directory that contains the installation program and run the following command:

    $ ./openshift-install wait-for bootstrap-complete --dir <installation_directory> \ 1
        --log-level info 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different installation details, specify warn, debug, or error instead of info.

    If the command exits without a FATAL warning, your production control plane has initialized.

  2. Delete the bootstrap resources:

    $ gcloud compute backend-services remove-backend ${INFRA_ID}-api-internal-backend-service --region=${REGION} --instance-group=${INFRA_ID}-bootstrap-ig --instance-group-zone=${ZONE_0}
    $ gsutil rm gs://${INFRA_ID}-bootstrap-ignition/bootstrap.ign
    $ gsutil rb gs://${INFRA_ID}-bootstrap-ignition
    $ gcloud deployment-manager deployments delete ${INFRA_ID}-bootstrap

8.10.18. Creating additional worker machines in GCP

You can create worker machines in Google Cloud Platform (GCP) for your cluster to use by launching individual instances discretely or by automated processes outside the cluster, such as auto scaling groups. You can also take advantage of the built-in cluster scaling mechanisms and the machine API in OpenShift Container Platform.

In this example, you manually launch one instance by using the Deployment Manager template. Additional instances can be launched by including additional resources of type 06_worker.py in the file.

Note

If you do not use the provided Deployment Manager template to create your worker machines, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.

Prerequisites

  • Configure a GCP account.
  • Generate the Ignition config files for your cluster.
  • Create and configure a VPC and associated subnets in GCP.
  • Create and configure networking and load balancers in GCP.
  • Create control plane and compute roles.
  • Create the bootstrap machine.
  • Create the control plane machines.

Procedure

  1. Copy the template from the Deployment Manager template for worker machines section of this topic and save it as 06_worker.py on your computer. This template describes the worker machines that your cluster requires.
  2. Export the variables that the resource definition uses.

    1. Export the subnet that hosts the compute machines:

      $ export COMPUTE_SUBNET=(`gcloud compute networks subnets describe ${INFRA_ID}-worker-subnet --region=${REGION} --format json | jq -r .selfLink`)
    2. Export the email address for your service account:

      $ export WORKER_SERVICE_ACCOUNT=(`gcloud iam service-accounts list --filter "email~^${INFRA_ID}-w@${PROJECT_NAME}." --format json | jq -r '.[0].email'`)
    3. Export the location of the compute machine Ignition config file:

      $ export WORKER_IGNITION=`cat <installation_directory>/worker.ign`
  3. Create a 06_worker.yaml resource definition file:

    $ cat <<EOF >06_worker.yaml
    imports:
    - path: 06_worker.py
    
    resources:
    - name: 'worker-0' 1
      type: 06_worker.py
      properties:
        infra_id: '${INFRA_ID}' 2
        zone: '${ZONE_0}' 3
        compute_subnet: '${COMPUTE_SUBNET}' 4
        image: '${CLUSTER_IMAGE}' 5
        machine_type: 'n1-standard-4' 6
        root_volume_size: '128'
        service_account_email: '${WORKER_SERVICE_ACCOUNT}' 7
        ignition: '${WORKER_IGNITION}' 8
    - name: 'worker-1'
      type: 06_worker.py
      properties:
        infra_id: '${INFRA_ID}' 9
        zone: '${ZONE_1}' 10
        compute_subnet: '${COMPUTE_SUBNET}' 11
        image: '${CLUSTER_IMAGE}' 12
        machine_type: 'n1-standard-4' 13
        root_volume_size: '128'
        service_account_email: '${WORKER_SERVICE_ACCOUNT}' 14
        ignition: '${WORKER_IGNITION}' 15
    EOF
    1
    name is the name of the worker machine, for example worker-0.
    2 9
    infra_id is the INFRA_ID infrastructure name from the extraction step.
    3 10
    zone is the zone to deploy the worker machine into, for example us-central1-a.
    4 11
    compute_subnet is the selfLink URL to the compute subnet.
    5 12
    image is the selfLink URL to the RHCOS image. 1
    6 13
    machine_type is the machine type of the instance, for example n1-standard-4.
    7 14
    service_account_email is the email address for the worker service account that you created.
    8 15
    ignition is the contents of the worker.ign file.
  4. Optional: If you want to launch additional instances, include additional resources of type 06_worker.py in your 06_worker.yaml resource definition file.
  5. Create the deployment by using the gcloud CLI:

    $ gcloud deployment-manager deployments create ${INFRA_ID}-worker --config 06_worker.yaml
  1. To use a GCP Marketplace image, specify the offer to use:

    • OpenShift Container Platform: https://www.googleapis.com/compute/v1/projects/redhat-marketplace-public/global/images/redhat-coreos-ocp-48-x86-64-202210040145
    • OpenShift Platform Plus: https://www.googleapis.com/compute/v1/projects/redhat-marketplace-public/global/images/redhat-coreos-opp-48-x86-64-202206140145
    • OpenShift Kubernetes Engine: https://www.googleapis.com/compute/v1/projects/redhat-marketplace-public/global/images/redhat-coreos-oke-48-x86-64-202206140145
8.10.18.1. Deployment Manager template for worker machines

You can use the following Deployment Manager template to deploy the worker machines that you need for your OpenShift Container Platform cluster:

Example 8.57. 06_worker.py Deployment Manager template

def GenerateConfig(context):

    resources = [{
        'name': context.properties['infra_id'] + '-' + context.env['name'],
        'type': 'compute.v1.instance',
        'properties': {
            'disks': [{
                'autoDelete': True,
                'boot': True,
                'initializeParams': {
                    'diskSizeGb': context.properties['root_volume_size'],
                    'sourceImage': context.properties['image']
                }
            }],
            'machineType': 'zones/' + context.properties['zone'] + '/machineTypes/' + context.properties['machine_type'],
            'metadata': {
                'items': [{
                    'key': 'user-data',
                    'value': context.properties['ignition']
                }]
            },
            'networkInterfaces': [{
                'subnetwork': context.properties['compute_subnet']
            }],
            'serviceAccounts': [{
                'email': context.properties['service_account_email'],
                'scopes': ['https://www.googleapis.com/auth/cloud-platform']
            }],
            'tags': {
                'items': [
                    context.properties['infra_id'] + '-worker',
                ]
            },
            'zone': context.properties['zone']
        }
    }]

    return {'resources': resources}

8.10.19. Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.10. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Linux Client entry and save the file.
  4. Unpack the archive:

    $ tar xvf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>
Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the OpenShift CLI, it is available using the oc command:

C:\> oc <command>
Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version in the Version drop-down menu.
  3. Click Download Now next to the OpenShift v4.10 MacOSX Client entry and save the file.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

$ oc <command>

8.10.20. Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.

Prerequisites

  • You deployed an OpenShift Container Platform cluster.
  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

8.10.21. Approving the certificate signing requests for your machines

When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself. The client requests must be approved first, followed by the server requests.

Prerequisites

  • You added machines to your cluster.

Procedure

  1. Confirm that the cluster recognizes the machines:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  63m  v1.23.0
    master-1  Ready     master  63m  v1.23.0
    master-2  Ready     master  64m  v1.23.0

    The output lists all of the machines that you created.

    Note

    The preceding output might not include the compute nodes, also known as worker nodes, until some CSRs are approved.

  2. Review the pending CSRs and ensure that you see the client requests with the Pending or Approved status for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-8b2br   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    csr-8vnps   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    ...

    In this example, two machines are joining the cluster. You might see more approved CSRs in the list.

  3. If the CSRs were not approved, after all of the pending CSRs for the machines you added are in Pending status, approve the CSRs for your cluster machines:

    Note

    Because the CSRs rotate automatically, approve your CSRs within an hour of adding the machines to the cluster. If you do not approve them within an hour, the certificates will rotate, and more than two certificates will be present for each node. You must approve all of these certificates. After the client CSR is approved, the Kubelet creates a secondary CSR for the serving certificate, which requires manual approval. Then, subsequent serving certificate renewal requests are automatically approved by the machine-approver if the Kubelet requests a new certificate with identical parameters.

    Note

    For clusters running on platforms that are not machine API enabled, such as bare metal and other user-provisioned infrastructure, you must implement a method of automatically approving the kubelet serving certificate requests (CSRs). If a request is not approved, then the oc exec, oc rsh, and oc logs commands cannot succeed, because a serving certificate is required when the API server connects to the kubelet. Any operation that contacts the Kubelet endpoint requires this certificate approval to be in place. The method must watch for new CSRs, confirm that the CSR was submitted by the node-bootstrapper service account in the system:node or system:admin groups, and confirm the identity of the node.

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs --no-run-if-empty oc adm certificate approve
      Note

      Some Operators might not become available until some CSRs are approved.

  4. Now that your client requests are approved, you must review the server requests for each machine that you added to the cluster:

    $ oc get csr

    Example output

    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-bfd72   5m26s   system:node:ip-10-0-50-126.us-east-2.compute.internal                       Pending
    csr-c57lv   5m26s   system:node:ip-10-0-95-157.us-east-2.compute.internal                       Pending
    ...

  5. If the remaining CSRs are not approved, and are in the Pending status, approve the CSRs for your cluster machines:

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> 1
      1
      <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs oc adm certificate approve
  6. After all client and server CSRs have been approved, the machines have the Ready status. Verify this by running the following command:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  73m  v1.23.0
    master-1  Ready     master  73m  v1.23.0
    master-2  Ready     master  74m  v1.23.0
    worker-0  Ready     worker  11m  v1.23.0
    worker-1  Ready     worker  11m  v1.23.0

    Note

    It can take a few minutes after approval of the server CSRs for the machines to transition to the Ready status.

Additional information

8.10.22. Optional: Adding the ingress DNS records

If you removed the DNS zone configuration when creating Kubernetes manifests and generating Ignition configs, you must manually create DNS records that point at the ingress load balancer. You can create either a wildcard *.apps.{baseDomain}. or specific records. You can use A, CNAME, and other records per your requirements.

Prerequisites

  • Configure a GCP account.
  • Remove the DNS Zone configuration when creating Kubernetes manifests and generating Ignition configs.
  • Create and configure a VPC and associated subnets in GCP.
  • Create and configure networking and load balancers in GCP.
  • Create control plane and compute roles.
  • Create the bootstrap machine.
  • Create the control plane machines.
  • Create the worker machines.

Procedure

  1. Wait for the Ingress router to create a load balancer and populate the EXTERNAL-IP field:

    $ oc -n openshift-ingress get service router-default

    Example output

    NAME             TYPE           CLUSTER-IP      EXTERNAL-IP      PORT(S)                      AGE
    router-default   LoadBalancer   172.30.18.154   35.233.157.184   80:32288/TCP,443:31215/TCP   98

  2. Add the A record to your zones:

    • To use A records:

      1. Export the variable for the router IP address:

        $ export ROUTER_IP=`oc -n openshift-ingress get service router-default --no-headers | awk '{print $4}'`
      2. Add the A record to the private zones:

        $ if [ -f transaction.yaml ]; then rm transaction.yaml; fi
        $ gcloud dns record-sets transaction start --zone ${INFRA_ID}-private-zone
        $ gcloud dns record-sets transaction add ${ROUTER_IP} --name \*.apps.${CLUSTER_NAME}.${BASE_DOMAIN}. --ttl 300 --type A --zone ${INFRA_ID}-private-zone
        $ gcloud dns record-sets transaction execute --zone ${INFRA_ID}-private-zone
      3. For an external cluster, also add the A record to the public zones:

        $ if [ -f transaction.yaml ]; then rm transaction.yaml; fi
        $ gcloud dns record-sets transaction start --zone ${BASE_DOMAIN_ZONE_NAME}
        $ gcloud dns record-sets transaction add ${ROUTER_IP} --name \*.apps.${CLUSTER_NAME}.${BASE_DOMAIN}. --ttl 300 --type A --zone ${BASE_DOMAIN_ZONE_NAME}
        $ gcloud dns record-sets transaction execute --zone ${BASE_DOMAIN_ZONE_NAME}
    • To add explicit domains instead of using a wildcard, create entries for each of the cluster’s current routes:

      $ oc get --all-namespaces -o jsonpath='{range .items[*]}{range .status.ingress[*]}{.host}{"\n"}{end}{end}' routes

      Example output

      oauth-openshift.apps.your.cluster.domain.example.com
      console-openshift-console.apps.your.cluster.domain.example.com
      downloads-openshift-console.apps.your.cluster.domain.example.com
      alertmanager-main-openshift-monitoring.apps.your.cluster.domain.example.com
      grafana-openshift-monitoring.apps.your.cluster.domain.example.com
      prometheus-k8s-openshift-monitoring.apps.your.cluster.domain.example.com

8.10.23. Completing a GCP installation on user-provisioned infrastructure

After you start the OpenShift Container Platform installation on Google Cloud Platform (GCP) user-provisioned infrastructure, you can monitor the cluster events until the cluster is ready.

Prerequisites

  • Deploy the bootstrap machine for an OpenShift Container Platform cluster on user-provisioned GCP infrastructure.
  • Install the oc CLI and log in.

Procedure

  1. Complete the cluster installation:

    $ ./openshift-install --dir <installation_directory> wait-for install-complete 1

    Example output

    INFO Waiting up to 30m0s for the cluster to initialize...

    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    Important
    • The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.
    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.