Chapter 2. Managing compute machines with the Machine API

2.1. Creating a machine set on Alibaba Cloud

You can create a different machine set to serve a specific purpose in your OpenShift Container Platform cluster on Alibaba Cloud. For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.1.1. Sample YAML for a machine set custom resource on Alibaba Cloud

This sample YAML defines a machine set that runs in a specified Alibaba Cloud zone in a region and creates nodes that are labeled with node-role.kubernetes.io/<role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
    machine.openshift.io/cluster-api-machine-role: <role> 2
    machine.openshift.io/cluster-api-machine-type: <role> 3
  name: <infrastructure_id>-<role>-<zone> 4
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> 5
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<zone> 6
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> 7
        machine.openshift.io/cluster-api-machine-role: <role> 8
        machine.openshift.io/cluster-api-machine-type: <role> 9
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<zone> 10
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/<role>: ""
      providerSpec:
        value:
          apiVersion: machine.openshift.io/v1
          credentialsSecret:
            name: alibabacloud-credentials
          imageId: <image_id> 11
          instanceType: <instance_type> 12
          kind: AlibabaCloudMachineProviderConfig
          ramRoleName: <infrastructure_id>-role-worker 13
          regionId: <region> 14
          resourceGroup: 15
            id: <resource_group_id>
            type: ID
          securityGroups:
          - tags: 16
            - Key: Name
              Value: <infrastructure_id>-sg-<role>
            type: Tags
          systemDisk: 17
            category: cloud_essd
            size: <disk_size>
          tag: 18
          - Key: kubernetes.io/cluster/<infrastructure_id>
            Value: owned
          userDataSecret:
            name: <user_data_secret> 19
          vSwitch:
            tags: 20
            - Key: Name
              Value: <infrastructure_id>-vswitch-<zone>
            type: Tags
          vpcId: ""
          zoneId: <zone> 21

1 5 7

Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI (oc) installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

2 3 8 9

Specify the node label to add.

4 6 10

Specify the infrastructure ID, node label, and zone.

11

Specify the image to use. Use an image from an existing default machine set for the cluster.

12

Specify the instance type you want to use for the machine set.

13

Specify the name of the RAM role to use for the machine set. Use the value that the installer populates in the default machine set.

14

Specify the region to place machines on.

15

Specify the resource group and type for the cluster. You can use the value that the installer populates in the default machine set, or specify a different one.

16 18 20

Specify the tags to use for the machine set. Minimally, you must include the tags shown in this example, with appropriate values for your cluster. You can include additional tags, including the tags that the installer populates in the default machine set it creates, as needed.

17

Specify the type and size of the root disk. Use the category value that the installer populates in the default machine set it creates. If required, specify a different value in gigabytes for size.

19

Specify the name of the secret in the user data YAML file that is in the openshift-machine-api namespace. Use the value that the installer populates in the default machine set.

21

Specify the zone within your region to place machines on. Be sure that your region supports the zone that you specify.

2.1.1.1. Machine set parameters for Alibaba Cloud usage statistics

The default machine sets that the installer creates for Alibaba Cloud clusters include nonessential tag values that Alibaba Cloud uses internally to track usage statistics. These tags are populated in the securityGroups, tag, and vSwitch parameters of the spec.template.spec.providerSpec.value list.

When creating machine sets to deploy additional machines, you must include the required Kubernetes tags. The usage statistics tags are applied by default, even if they are not specified in the machine sets you create. You can also include additional tags as needed.

The following YAML snippets indicate which tags in the default machine sets are optional and which are required.

Tags in spec.template.spec.providerSpec.value.securityGroups

spec:
  template:
    spec:
      providerSpec:
        value:
          securityGroups:
          - tags:
            - Key: kubernetes.io/cluster/<infrastructure_id> 1
              Value: owned
            - Key: GISV
              Value: ocp
            - Key: sigs.k8s.io/cloud-provider-alibaba/origin 2
              Value: ocp
            - Key: Name
              Value: <infrastructure_id>-sg-<role> 3
            type: Tags

1 2

Optional: This tag is applied even when not specified in the machine set.

3

Required.

where:

<infrastructure_id> is the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster.
<role> is the node label to add.

Tags in spec.template.spec.providerSpec.value.tag

spec:
  template:
    spec:
      providerSpec:
        value:
          tag:
          - Key: kubernetes.io/cluster/<infrastructure_id> 1
            Value: owned
          - Key: GISV 2
            Value: ocp
          - Key: sigs.k8s.io/cloud-provider-alibaba/origin 3
            Value: ocp

2 3: Optional: This tag is applied even when not specified in the machine set.
1: Required.
where <infrastructure_id> is the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster.

Tags in spec.template.spec.providerSpec.value.vSwitch

spec:
  template:
    spec:
      providerSpec:
        value:
          vSwitch:
            tags:
            - Key: kubernetes.io/cluster/<infrastructure_id> 1
              Value: owned
            - Key: GISV 2
              Value: ocp
            - Key: sigs.k8s.io/cloud-provider-alibaba/origin 3
              Value: ocp
            - Key: Name
              Value: <infrastructure_id>-vswitch-<zone> 4
            type: Tags

1 2 3

Optional: This tag is applied even when not specified in the machine set.

4

Required.

where:

<infrastructure_id> is the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster.
<zone> is the zone within your region to place machines on.

2.1.2. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <clusterID> and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

2.2. Creating a machine set on AWS

You can create a different machine set to serve a specific purpose in your OpenShift Container Platform cluster on Amazon Web Services (AWS). For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.2.1. Sample YAML for a machine set custom resource on AWS

This sample YAML defines a machine set that runs in the us-east-1a Amazon Web Services (AWS) zone and creates nodes that are labeled with node-role.kubernetes.io/<role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role>-<zone> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> 3
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<zone> 4
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> 5
        machine.openshift.io/cluster-api-machine-role: <role> 6
        machine.openshift.io/cluster-api-machine-type: <role> 7
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<zone> 8
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/<role>: "" 9
      providerSpec:
        value:
          ami:
            id: ami-046fe691f52a953f9 10
          apiVersion: awsproviderconfig.openshift.io/v1beta1
          blockDevices:
            - ebs:
                iops: 0
                volumeSize: 120
                volumeType: gp2
          credentialsSecret:
            name: aws-cloud-credentials
          deviceIndex: 0
          iamInstanceProfile:
            id: <infrastructure_id>-worker-profile 11
          instanceType: m6i.large
          kind: AWSMachineProviderConfig
          placement:
            availabilityZone: <zone> 12
            region: <region> 13
          securityGroups:
            - filters:
                - name: tag:Name
                  values:
                    - <infrastructure_id>-worker-sg 14
          subnet:
            filters:
              - name: tag:Name
                values:
                  - <infrastructure_id>-private-<zone> 15
          tags:
            - name: kubernetes.io/cluster/<infrastructure_id> 16
              value: owned
          userDataSecret:
            name: worker-user-data

1 3 5 11 14 16

Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

2 4 8

Specify the infrastructure ID, node label, and zone.

6 7 9

Specify the node label to add.

10

Specify a valid Red Hat Enterprise Linux CoreOS (RHCOS) AMI for your AWS zone for your OpenShift Container Platform nodes. If you want to use an AWS Marketplace image, you must complete the OpenShift Container Platform subscription from the AWS Marketplace to obtain an AMI ID for your region.

12

Specify the zone, for example, us-east-1a.

13

Specify the region, for example, us-east-1.

15

Specify the infrastructure ID and zone.

2.2.2. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <clusterID> and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```
If you need compute machine sets in other availability zones, repeat this process to create more compute machine sets.

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

2.2.3. Machine sets that deploy machines as Spot Instances

You can save on costs by creating a machine set running on AWS that deploys machines as non-guaranteed Spot Instances. Spot Instances utilize unused AWS EC2 capacity and are less expensive than On-Demand Instances. You can use Spot Instances for workloads that can tolerate interruptions, such as batch or stateless, horizontally scalable workloads.

AWS EC2 can terminate a Spot Instance at any time. AWS gives a two-minute warning to the user when an interruption occurs. OpenShift Container Platform begins to remove the workloads from the affected instances when AWS issues the termination warning.

Interruptions can occur when using Spot Instances for the following reasons:

The instance price exceeds your maximum price
The demand for Spot Instances increases
The supply of Spot Instances decreases

When AWS terminates an instance, a termination handler running on the Spot Instance node deletes the machine resource. To satisfy the machine set replicas quantity, the machine set creates a machine that requests a Spot Instance.

2.2.4. Creating Spot Instances by using machine sets

You can launch a Spot Instance on AWS by adding spotMarketOptions to your machine set YAML file.

Procedure

Add the following line under the providerSpec field:
```
providerSpec:
  value:
    spotMarketOptions: {}
```
You can optionally set the spotMarketOptions.maxPrice field to limit the cost of the Spot Instance. For example you can set maxPrice: '2.50'.
If the maxPrice is set, this value is used as the hourly maximum spot price. If it is not set, the maximum price defaults to charge up to the On-Demand Instance price.
Note
It is strongly recommended to use the default On-Demand price as the maxPrice value and to not set the maximum price for Spot Instances.

2.2.5. Machine sets that deploy machines as Dedicated Instances

You can create a machine set running on AWS that deploys machines as Dedicated Instances. Dedicated Instances run in a virtual private cloud (VPC) on hardware that is dedicated to a single customer. These Amazon EC2 instances are physically isolated at the host hardware level. The isolation of Dedicated Instances occurs even if the instances belong to different AWS accounts that are linked to a single payer account. However, other instances that are not dedicated can share hardware with Dedicated Instances if they belong to the same AWS account.

Instances with either public or dedicated tenancy are supported by the Machine API. Instances with public tenancy run on shared hardware. Public tenancy is the default tenancy. Instances with dedicated tenancy run on single-tenant hardware.

2.2.6. Creating Dedicated Instances by using machine sets

You can run a machine that is backed by a Dedicated Instance by using Machine API integration. Set the tenancy field in your machine set YAML file to launch a Dedicated Instance on AWS.

Procedure

Specify a dedicated tenancy under the providerSpec field:
```
providerSpec:
  placement:
    tenancy: dedicated
```

2.3. Creating a machine set on Azure

You can create a different machine set to serve a specific purpose in your OpenShift Container Platform cluster on Microsoft Azure. For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.3.1. Sample YAML for a machine set custom resource on Azure

This sample YAML defines a machine set that runs in the 1 Microsoft Azure zone in a region and creates nodes that are labeled with node-role.kubernetes.io/<role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
    machine.openshift.io/cluster-api-machine-role: <role> 2
    machine.openshift.io/cluster-api-machine-type: <role> 3
  name: <infrastructure_id>-<role>-<region> 4
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> 5
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<region> 6
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> 7
        machine.openshift.io/cluster-api-machine-role: <role> 8
        machine.openshift.io/cluster-api-machine-type: <role> 9
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<region> 10
    spec:
      metadata:
        creationTimestamp: null
        labels:
          machine.openshift.io/cluster-api-machineset: <machineset_name> 11
          node-role.kubernetes.io/<role>: "" 12
      providerSpec:
        value:
          apiVersion: azureproviderconfig.openshift.io/v1beta1
          credentialsSecret:
            name: azure-cloud-credentials
            namespace: openshift-machine-api
          image: 13
            offer: ""
            publisher: ""
            resourceID: /resourceGroups/<infrastructure_id>-rg/providers/Microsoft.Compute/images/<infrastructure_id> 14
            sku: ""
            version: ""
          internalLoadBalancer: ""
          kind: AzureMachineProviderSpec
          location: <region> 15
          managedIdentity: <infrastructure_id>-identity 16
          metadata:
            creationTimestamp: null
          natRule: null
          networkResourceGroup: ""
          osDisk:
            diskSizeGB: 128
            managedDisk:
              storageAccountType: Premium_LRS
            osType: Linux
          publicIP: false
          publicLoadBalancer: ""
          resourceGroup: <infrastructure_id>-rg 17
          sshPrivateKey: ""
          sshPublicKey: ""
          tags:
            - name: <custom_tag_name> 18
              value: <custom_tag_value> 19
          subnet: <infrastructure_id>-<role>-subnet 20 21
          userDataSecret:
            name: worker-user-data 22
          vmSize: Standard_D4s_v3
          vnet: <infrastructure_id>-vnet 23
          zone: "1" 24

1 5 7 16 17 20 23

Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

You can obtain the subnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.subnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1

You can obtain the vnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.vnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1

2 3 8 9 12 21 22

Specify the node label to add.

4 6 10

Specify the infrastructure ID, node label, and region.

11

Optional: Specify the machine set name to enable the use of availability sets. This setting only applies to new compute machines.

13

Specify the image details for your machine set. If you want to use an Azure Marketplace image, see "Selecting an Azure Marketplace image".

14

Specify an image that is compatible with your instance type. The Hyper-V generation V2 images created by the installation program have a -gen2 suffix, while V1 images have the same name without the suffix.

15

Specify the region to place machines on.

24

Specify the zone within your region to place machines on. Be sure that your region supports the zone that you specify.

18 19

Optional: Specify custom tags in your machine set. Provide the tag name in <custom_tag_name> field and the corresponding tag value in <custom_tag_value> field.

2.3.2. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <clusterID> and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

2.3.3. Selecting an Azure Marketplace image

You can create a machine set running on Azure that deploys machines that use the Azure Marketplace offering. To use this offering, you must first obtain the Azure Marketplace image. 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

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.

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>

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>

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>

Record the image details of your offer, specifically the values for publisher, offer, sku, and version.
Add the following parameters to the providerSpec section of your machine set YAML file using the image details for your offer:
Sample providerSpec image values for Azure Marketplace compute machines
```
providerSpec:
  value:
    image:
      offer: rh-ocp-worker
      publisher: redhat
      resourceID: ""
      sku: rh-ocp-worker
      type: MarketplaceWithPlan
      version: 4.8.2021122100
```

2.3.4. Machine sets that deploy machines as Spot VMs

You can save on costs by creating a machine set running on Azure that deploys machines as non-guaranteed Spot VMs. Spot VMs utilize unused Azure capacity and are less expensive than standard VMs. You can use Spot VMs for workloads that can tolerate interruptions, such as batch or stateless, horizontally scalable workloads.

Azure can terminate a Spot VM at any time. Azure gives a 30-second warning to the user when an interruption occurs. OpenShift Container Platform begins to remove the workloads from the affected instances when Azure issues the termination warning.

Interruptions can occur when using Spot VMs for the following reasons:

The instance price exceeds your maximum price
The supply of Spot VMs decreases
Azure needs capacity back

When Azure terminates an instance, a termination handler running on the Spot VM node deletes the machine resource. To satisfy the machine set replicas quantity, the machine set creates a machine that requests a Spot VM.

2.3.5. Creating Spot VMs by using machine sets

You can launch a Spot VM on Azure by adding spotVMOptions to your machine set YAML file.

Procedure

Add the following line under the providerSpec field:
```
providerSpec:
  value:
    spotVMOptions: {}
```
You can optionally set the spotVMOptions.maxPrice field to limit the cost of the Spot VM. For example you can set maxPrice: '0.98765'. If the maxPrice is set, this value is used as the hourly maximum spot price. If it is not set, the maximum price defaults to -1 and charges up to the standard VM price.
Azure caps Spot VM prices at the standard price. Azure will not evict an instance due to pricing if the instance is set with the default maxPrice. However, an instance can still be evicted due to capacity restrictions.

Note

It is strongly recommended to use the default standard VM price as the maxPrice value and to not set the maximum price for Spot VMs.

2.3.6. Machine sets that deploy machines on Ephemeral OS disks

You can create a machine set running on Azure that deploys machines on Ephemeral OS disks. Ephemeral OS disks use local VM capacity rather than remote Azure Storage. This configuration therefore incurs no additional cost and provides lower latency for reading, writing, and reimaging.

Additional resources

For more information, see the Microsoft Azure documentation about Ephemeral OS disks for Azure VMs.

2.3.7. Creating machines on Ephemeral OS disks by using machine sets

You can launch machines on Ephemeral OS disks on Azure by editing your machine set YAML file.

Prerequisites

Have an existing Microsoft Azure cluster.

Procedure

Edit the custom resource (CR) by running the following command:
```
$ oc edit machineset <machine-set-name>
```
where <machine-set-name> is the machine set that you want to provision machines on Ephemeral OS disks.
Add the following to the providerSpec field:
```
providerSpec:
  value:
    ...
    osDisk:
       ...
       diskSettings: 1
         ephemeralStorageLocation: Local 2
       cachingType: ReadOnly 3
       managedDisk:
         storageAccountType: Standard_LRS 4
       ...
```
1 2 3
These lines enable the use of Ephemeral OS disks.
4
Ephemeral OS disks are only supported for VMs or scale set instances that use the Standard LRS storage account type.
Important
The implementation of Ephemeral OS disk support in OpenShift Container Platform only supports the CacheDisk placement type. Do not change the placement configuration setting.
Create a machine set using the updated configuration:
```
$ oc create -f <machine-set-config>.yaml
```

Verification

On the Microsoft Azure portal, review the Overview page for a machine deployed by the machine set, and verify that the Ephemeral OS disk field is set to OS cache placement.

2.3.8. Enabling customer-managed encryption keys for a machine set

You can supply an encryption key to Azure to encrypt data on managed disks at rest. You can enable server-side encryption with customer-managed keys by using the Machine API.

An Azure Key Vault, a disk encryption set, and an encryption key are required to use a customer-managed key. The disk encryption set must preside in a resource group where the Cloud Credential Operator (CCO) has granted permissions. If not, an additional reader role is required to be granted on the disk encryption set.

Prerequisites

Procedure

Configure the disk encryption set under the providerSpec field in your machine set YAML file. For example:

...
providerSpec:
  value:
    ...
    osDisk:
      diskSizeGB: 128
      managedDisk:
        diskEncryptionSet:
          id: /subscriptions/<subscription_id>/resourceGroups/<resource_group_name>/providers/Microsoft.Compute/diskEncryptionSets/<disk_encryption_set_name>
        storageAccountType: Premium_LRS
...

Additional resources

You can learn more about customer-managed keys in the Azure documentation.

2.3.9. Accelerated Networking for Microsoft Azure VMs

Accelerated Networking uses single root I/O virtualization (SR-IOV) to provide Microsoft Azure VMs with a more direct path to the switch. This enhances network performance. This feature can be enabled during or after installation.

2.3.9.1. Limitations

Consider the following limitations when deciding whether to use Accelerated Networking:

Accelerated Networking is only supported on clusters where the Machine API is operational.
Although the minimum requirement for an Azure worker node is two vCPUs, Accelerated Networking requires an Azure VM size that includes at least four vCPUs. To satisfy this requirement, you can change the value of vmSize in your machine set. For information about Azure VM sizes, see Microsoft Azure documentation.
When this feature is enabled on an existing Azure cluster, only newly provisioned nodes are affected. Currently running nodes are not reconciled. To enable the feature on all nodes, you must replace each existing machine. This can be done for each machine individually, or by scaling the replicas down to zero, and then scaling back up to your desired number of replicas.

Additional resources

For information about enabling Accelerated Networking during installation, see Enabling Accelerated Networking during installation.

2.3.10. Enabling Accelerated Networking on an existing Microsoft Azure cluster

You can enable Accelerated Networking on Azure by adding acceleratedNetworking to your machine set YAML file.

Prerequisites

Have an existing Microsoft Azure cluster where the Machine API is operational.

Procedure

List the machine sets in your cluster by running the following command:

$ oc get machinesets -n openshift-machine-api

The machine sets are listed in the form of <cluster-id>-worker-<region>.

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
jmywbfb-8zqpx-worker-centralus1     1         1         1       1           15m
jmywbfb-8zqpx-worker-centralus2     1         1         1       1           15m
jmywbfb-8zqpx-worker-centralus3     1         1         1       1           15m

For each machine set:
1. Edit the custom resource (CR) by running the following command:
```
$ oc edit machineset <machine-set-name>
```
2. Add the following to the providerSpec field:
```
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.
To enable the feature on currently running nodes, you must replace each existing machine. This can be done for each machine individually, or by scaling the replicas down to zero, and then scaling back up to your desired number of replicas.

Verification

On the Microsoft Azure portal, review the Networking settings page for a machine provisioned by the machine set, and verify that the Accelerated networking field is set to Enabled.

Additional resources

For more details about scaling a machine set, see Manually scaling a machine set.

2.4. Creating a machine set on Azure Stack Hub

You can create a different machine set to serve a specific purpose in your OpenShift Container Platform cluster on Microsoft Azure Stack Hub. For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.4.1. Sample YAML for a machine set custom resource on Azure Stack Hub

This sample YAML defines a machine set that runs in the 1 Microsoft Azure zone in a region and creates nodes that are labeled with node-role.kubernetes.io/<role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
    machine.openshift.io/cluster-api-machine-role: <role> 2
    machine.openshift.io/cluster-api-machine-type: <role> 3
  name: <infrastructure_id>-<role>-<region> 4
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> 5
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<region> 6
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> 7
        machine.openshift.io/cluster-api-machine-role: <role> 8
        machine.openshift.io/cluster-api-machine-type: <role> 9
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<region> 10
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/<role>: "" 11
      providerSpec:
        value:
          apiVersion: machine.openshift.io/v1beta1
          availabilitySet: <availability_set> 12
          credentialsSecret:
            name: azure-cloud-credentials
            namespace: openshift-machine-api
          image:
            offer: ""
            publisher: ""
            resourceID: /resourceGroups/<infrastructure_id>-rg/providers/Microsoft.Compute/images/<infrastructure_id> 13
            sku: ""
            version: ""
          internalLoadBalancer: ""
          kind: AzureMachineProviderSpec
          location: <region> 14
          managedIdentity: <infrastructure_id>-identity 15
          metadata:
            creationTimestamp: null
          natRule: null
          networkResourceGroup: ""
          osDisk:
            diskSizeGB: 128
            managedDisk:
              storageAccountType: Premium_LRS
            osType: Linux
          publicIP: false
          publicLoadBalancer: ""
          resourceGroup: <infrastructure_id>-rg 16
          sshPrivateKey: ""
          sshPublicKey: ""
          subnet: <infrastructure_id>-<role>-subnet 17 18
          userDataSecret:
            name: worker-user-data 19
          vmSize: Standard_DS4_v2
          vnet: <infrastructure_id>-vnet 20
          zone: "1" 21

1 5 7 13 15 16 17 20

Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

You can obtain the subnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.subnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1

You can obtain the vnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.vnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1

2 3 8 9 11 18 19

Specify the node label to add.

4 6 10

Specify the infrastructure ID, node label, and region.

14

Specify the region to place machines on.

21

Specify the zone within your region to place machines on. Be sure that your region supports the zone that you specify.

12

Specify the availability set for the cluster.

2.4.2. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.
Create an availability set in which to deploy Azure Stack Hub machines.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <availabilitySet>, <clusterID>, and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

2.4.3. Enabling customer-managed encryption keys for a machine set

You can supply an encryption key to Azure to encrypt data on managed disks at rest. You can enable server-side encryption with customer-managed keys by using the Machine API.

An Azure Key Vault, a disk encryption set, and an encryption key are required to use a customer-managed key. The disk encryption set must preside in a resource group where the Cloud Credential Operator (CCO) has granted permissions. If not, an additional reader role is required to be granted on the disk encryption set.

Prerequisites

Procedure

Configure the disk encryption set under the providerSpec field in your machine set YAML file. For example:

...
providerSpec:
  value:
    ...
    osDisk:
      diskSizeGB: 128
      managedDisk:
        diskEncryptionSet:
          id: /subscriptions/<subscription_id>/resourceGroups/<resource_group_name>/providers/Microsoft.Compute/diskEncryptionSets/<disk_encryption_set_name>
        storageAccountType: Premium_LRS
...

Additional resources

You can learn more about customer-managed keys in the Azure documentation.

2.5. Creating a machine set on GCP

You can create a different machine set to serve a specific purpose in your OpenShift Container Platform cluster on Google Cloud Platform (GCP). For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.5.1. Sample YAML for a machine set custom resource on GCP

This sample YAML defines a machine set that runs in Google Cloud Platform (GCP) and creates nodes that are labeled with node-role.kubernetes.io/<role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-w-a
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-w-a
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role> 2
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-w-a
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/<role>: ""
      providerSpec:
        value:
          apiVersion: gcpprovider.openshift.io/v1beta1
          canIPForward: false
          credentialsSecret:
            name: gcp-cloud-credentials
          deletionProtection: false
          disks:
          - autoDelete: true
            boot: true
            image: <path_to_image> 3
            labels: null
            sizeGb: 128
            type: pd-ssd
          gcpMetadata: 4
          - key: <custom_metadata_key>
            value: <custom_metadata_value>
          kind: GCPMachineProviderSpec
          machineType: n1-standard-4
          metadata:
            creationTimestamp: null
          networkInterfaces:
          - network: <infrastructure_id>-network
            subnetwork: <infrastructure_id>-worker-subnet
          projectID: <project_name> 5
          region: us-central1
          serviceAccounts:
          - email: <infrastructure_id>-w@<project_name>.iam.gserviceaccount.com
            scopes:
            - https://www.googleapis.com/auth/cloud-platform
          tags:
            - <infrastructure_id>-worker
          userDataSecret:
            name: worker-user-data
          zone: us-central1-a

1

For <infrastructure_id>, specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

2

For <node>, specify the node label to add.

3

Specify the path to the image that is used in current compute machine sets. If you have the OpenShift CLI installed, you can obtain the path to the image by running the following command:

$ oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.disks[0].image}{"\n"}' \
    get machineset/<infrastructure_id>-worker-a

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

4

Optional: Specify custom metadata in the form of a key:value pair. For example use cases, see the GCP documentation for setting custom metadata.

5

For <project_name>, specify the name of the GCP project that you use for your cluster.

2.5.2. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <clusterID> and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

2.5.3. Machine sets that deploy machines as preemptible VM instances

You can save on costs by creating a machine set running on GCP that deploys machines as non-guaranteed preemptible VM instances. Preemptible VM instances utilize excess Compute Engine capacity and are less expensive than normal instances. You can use preemptible VM instances for workloads that can tolerate interruptions, such as batch or stateless, horizontally scalable workloads.

GCP Compute Engine can terminate a preemptible VM instance at any time. Compute Engine sends a preemption notice to the user indicating that an interruption will occur in 30 seconds. OpenShift Container Platform begins to remove the workloads from the affected instances when Compute Engine issues the preemption notice. An ACPI G3 Mechanical Off signal is sent to the operating system after 30 seconds if the instance is not stopped. The preemptible VM instance is then transitioned to a TERMINATED state by Compute Engine.

Interruptions can occur when using preemptible VM instances for the following reasons:

There is a system or maintenance event
The supply of preemptible VM instances decreases
The instance reaches the end of the allotted 24-hour period for preemptible VM instances

When GCP terminates an instance, a termination handler running on the preemptible VM instance node deletes the machine resource. To satisfy the machine set replicas quantity, the machine set creates a machine that requests a preemptible VM instance.

2.5.4. Creating preemptible VM instances by using machine sets

You can launch a preemptible VM instance on GCP by adding preemptible to your machine set YAML file.

Procedure

Add the following line under the providerSpec field:
```
providerSpec:
  value:
    preemptible: true
```
If preemptible is set to true, the machine is labelled as an interruptable-instance after the instance is launched.

2.5.5. Enabling customer-managed encryption keys for a machine set

Google Cloud Platform (GCP) Compute Engine allows users to supply an encryption key to encrypt data on disks at rest. The key is used to encrypt the data encryption key, not to encrypt the customer’s data. By default, Compute Engine encrypts this data by using Compute Engine keys.

You can enable encryption with a customer-managed key by using the Machine API. You must first create a KMS key and assign the correct permissions to a service account. The KMS key name, key ring name, and location are required to allow a service account to use your key.

Note

If you do not want to use a dedicated service account for the KMS encryption, the Compute Engine default service account is used instead. You must grant the default service account permission to access the keys if you do not use a dedicated service account. The Compute Engine default service account name follows the service-<project_number>@compute-system.iam.gserviceaccount.com pattern.

Procedure

Run the following command with your KMS key name, key ring name, and location to allow a specific service account to use your KMS key and to grant the service account the correct IAM role:

gcloud kms keys add-iam-policy-binding <key_name> \
  --keyring <key_ring_name> \
  --location <key_ring_location> \
  --member "serviceAccount:service-<project_number>@compute-system.iam.gserviceaccount.com” \
  --role roles/cloudkms.cryptoKeyEncrypterDecrypter

Configure the encryption key under the providerSpec field in your machine set YAML file. For example:
```
providerSpec:
  value:
    # ...
    disks:
    - type:
      # ...
      encryptionKey:
        kmsKey:
          name: machine-encryption-key 1
          keyRing: openshift-encrpytion-ring 2
          location: global 3
          projectID: openshift-gcp-project 4
        kmsKeyServiceAccount: openshift-service-account@openshift-gcp-project.iam.gserviceaccount.com 5
```
1
The name of the customer-managed encryption key that is used for the disk encryption.
2
The name of the KMS key ring that the KMS key belongs to.
3
The GCP location in which the KMS key ring exists.
4
Optional: The ID of the project in which the KMS key ring exists. If a project ID is not set, the machine set projectID in which the machine set was created is used.
5
Optional: The service account that is used for the encryption request for the given KMS key. If a service account is not set, the Compute Engine default service account is used.
After a new machine is created by using the updated providerSpec object configuration, the disk encryption key is encrypted with the KMS key.

2.5.6. Enabling GPU support for a machine set

Google Cloud Platform (GCP) Compute Engine enables users to add GPUs to VM instances. Workloads that benefit from access to GPU resources can perform better on compute machines with this feature enabled. OpenShift Container Platform on GCP supports NVIDIA GPU models in the A2 and N1 machine series.

Table 2.1. Supported GPU configurations
Model name	GPU type	Machine types ^[1]
NVIDIA A100	`nvidia-tesla-a100`	`a2-highgpu-1g` `a2-highgpu-2g` `a2-highgpu-4g` `a2-highgpu-8g` `a2-megagpu-16g`
NVIDIA K80	`nvidia-tesla-k80`	`n1-standard-1` `n1-standard-2` `n1-standard-4` `n1-standard-8` `n1-standard-16` `n1-standard-32` `n1-standard-64` `n1-standard-96` `n1-highmem-2` `n1-highmem-4` `n1-highmem-8` `n1-highmem-16` `n1-highmem-32` `n1-highmem-64` `n1-highmem-96` `n1-highcpu-2` `n1-highcpu-4` `n1-highcpu-8` `n1-highcpu-16` `n1-highcpu-32` `n1-highcpu-64` `n1-highcpu-96`
NVIDIA P100	`nvidia-tesla-p100`
NVIDIA P4	`nvidia-tesla-p4`
NVIDIA T4	`nvidia-tesla-t4`
NVIDIA V100	`nvidia-tesla-v100`

For more information about machine types, including specifications, compatibility, regional availability, and limitations, see the GCP Compute Engine documentation about N1 machine series, A2 machine series, and GPU regions and zones availability.

You can define which supported GPU to use for an instance by using the Machine API.

You can configure machines in the N1 machine series to deploy with one of the supported GPU types. Machines in the A2 machine series come with associated GPUs, and cannot use guest accelerators.

Note

GPUs for graphics workloads are not supported.

Procedure

In a text editor, open the YAML file for an existing machine set or create a new one.
Specify a GPU configuration under the providerSpec field in your machine set YAML file. See the following examples of valid configurations:
Example configuration for the A2 machine series:
```
  providerSpec:
    value:
      machineType: a2-highgpu-1g 1
      onHostMaintenance: Terminate 2
      restartPolicy: Always 3
```
1
Specify the machine type. Ensure that the machine type is included in the A2 machine series.
2
When using GPU support, you must set onHostMaintenance to Terminate.
3
Specify the restart policy for machines deployed by the machine set. Allowed values are Always or Never.
Example configuration for the N1 machine series:
```
providerSpec:
  value:
    gpus:
    - count: 1 1
      type: nvidia-tesla-p100 2
    machineType: n1-standard-1 3
    onHostMaintenance: Terminate 4
    restartPolicy: Always 5
```
1
Specify the number of GPUs to attach to the machine.
2
Specify the type of GPUs to attach to the machine. Ensure that the machine type and GPU type are compatible.
3
Specify the machine type. Ensure that the machine type and GPU type are compatible.
4
When using GPU support, you must set onHostMaintenance to Terminate.
5
Specify the restart policy for machines deployed by the machine set. Allowed values are Always or Never.

2.6. Creating a machine set on IBM Cloud

You can create a different machine set to serve a specific purpose in your OpenShift Container Platform cluster on IBM Cloud. For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.6.1. Sample YAML for a machine set custom resource on IBM Cloud

This sample YAML defines a machine set that runs in a specified IBM Cloud zone in a region and creates nodes that are labeled with node-role.kubernetes.io/<role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
    machine.openshift.io/cluster-api-machine-role: <role> 2
    machine.openshift.io/cluster-api-machine-type: <role> 3
  name: <infrastructure_id>-<role>-<region> 4
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> 5
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<region> 6
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> 7
        machine.openshift.io/cluster-api-machine-role: <role> 8
        machine.openshift.io/cluster-api-machine-type: <role> 9
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>-<region> 10
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/<role>: ""
      providerSpec:
        value:
          apiVersion: ibmcloudproviderconfig.openshift.io/v1beta1
          credentialsSecret:
            name: ibmcloud-credentials
          image: <infrastructure_id>-rhcos 11
          kind: IBMCloudMachineProviderSpec
          primaryNetworkInterface:
              securityGroups:
              - <infrastructure_id>-sg-cluster-wide
              - <infrastructure_id>-sg-openshift-net
              subnet: <infrastructure_id>-subnet-compute-<zone> 12
          profile: <instance_profile> 13
          region: <region> 14
          resourceGroup: <resource_group> 15
          userDataSecret:
              name: <role>-user-data 16
          vpc: <vpc_name> 17
          zone: <zone> 18

1 5 7

The infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

2 3 8 9 16

The node label to add.

4 6 10

The infrastructure ID, node label, and region.

11

The custom Red Hat Enterprise Linux CoreOS (RHCOS) image that was used for cluster installation.

12

The infrastructure ID and zone within your region to place machines on. Be sure that your region supports the zone that you specify.

13

Specify the IBM Cloud instance profile.

14

Specify the region to place machines on.

15

The resource group that machine resources are placed in. This is either an existing resource group specified at installation time, or an installer-created resource group named based on the infrastructure ID.

17

The VPC name.

18

Specify the zone within your region to place machines on. Be sure that your region supports the zone that you specify.

2.6.2. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <clusterID> and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

2.7. Creating a machine set on OpenStack

You can create a different machine set to serve a specific purpose in your OpenShift Container Platform cluster on Red Hat OpenStack Platform (RHOSP). For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.7.1. Sample YAML for a machine set custom resource on RHOSP

This sample YAML defines a machine set that runs on Red Hat OpenStack Platform (RHOSP) and creates nodes that are labeled with node-role.kubernetes.io/<role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
    machine.openshift.io/cluster-api-machine-role: <role> 2
    machine.openshift.io/cluster-api-machine-type: <role> 3
  name: <infrastructure_id>-<role> 4
  namespace: openshift-machine-api
spec:
  replicas: <number_of_replicas>
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> 5
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> 6
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> 7
        machine.openshift.io/cluster-api-machine-role: <role> 8
        machine.openshift.io/cluster-api-machine-type: <role> 9
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> 10
    spec:
      providerSpec:
        value:
          apiVersion: openstackproviderconfig.openshift.io/v1alpha1
          cloudName: openstack
          cloudsSecret:
            name: openstack-cloud-credentials
            namespace: openshift-machine-api
          flavor: <nova_flavor>
          image: <glance_image_name_or_location>
          serverGroupID: <optional_UUID_of_server_group> 11
          kind: OpenstackProviderSpec
          networks: 12
          - filter: {}
            subnets:
            - filter:
                name: <subnet_name>
                tags: openshiftClusterID=<infrastructure_id> 13
          primarySubnet: <rhosp_subnet_UUID> 14
          securityGroups:
          - filter: {}
            name: <infrastructure_id>-worker 15
          serverMetadata:
            Name: <infrastructure_id>-worker 16
            openshiftClusterID: <infrastructure_id> 17
          tags:
          - openshiftClusterID=<infrastructure_id> 18
          trunk: true
          userDataSecret:
            name: worker-user-data 19
          availabilityZone: <optional_openstack_availability_zone>

1 5 7 13 15 16 17 18

Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

2 3 8 9 19

Specify the node label to add.

4 6 10

Specify the infrastructure ID and node label.

11

To set a server group policy for the MachineSet, enter the value that is returned from creating a server group. For most deployments, anti-affinity or soft-anti-affinity policies are recommended.

12

Required for deployments to multiple networks. To specify multiple networks, add another entry in the networks array. Also, you must include the network that is used as the primarySubnet value.

14

Specify the RHOSP subnet that you want the endpoints of nodes to be published on. Usually, this is the same subnet that is used as the value of machinesSubnet in the install-config.yaml file.

2.7.2. Sample YAML for a machine set custom resource that uses SR-IOV on RHOSP

If you configured your cluster for single-root I/O virtualization (SR-IOV), you can create machine sets that use that technology.

This sample YAML defines a machine set that uses SR-IOV networks. The nodes that it creates are labeled with node-role.openshift.io/<node_role>: ""

In this sample, infrastructure_id is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and node_role is the node label to add.

The sample assumes two SR-IOV networks that are named "radio" and "uplink". The networks are used in port definitions in the spec.template.spec.providerSpec.value.ports list.

Note

Only parameters that are specific to SR-IOV deployments are described in this sample. To review a more general sample, see "Sample YAML for a machine set custom resource on RHOSP".

An example machine set that uses SR-IOV networks

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id>
    machine.openshift.io/cluster-api-machine-role: <node_role>
    machine.openshift.io/cluster-api-machine-type: <node_role>
  name: <infrastructure_id>-<node_role>
  namespace: openshift-machine-api
spec:
  replicas: <number_of_replicas>
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<node_role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <node_role>
        machine.openshift.io/cluster-api-machine-type: <node_role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<node_role>
    spec:
      metadata:
      providerSpec:
        value:
          apiVersion: openstackproviderconfig.openshift.io/v1alpha1
          cloudName: openstack
          cloudsSecret:
            name: openstack-cloud-credentials
            namespace: openshift-machine-api
          flavor: <nova_flavor>
          image: <glance_image_name_or_location>
          serverGroupID: <optional_UUID_of_server_group>
          kind: OpenstackProviderSpec
          networks:
            - subnets:
              - UUID: <machines_subnet_UUID>
          ports:
            - networkID: <radio_network_UUID> 1
              nameSuffix: radio
              fixedIPs:
                - subnetID: <radio_subnet_UUID> 2
              tags:
                - sriov
                - radio
              vnicType: direct 3
              portSecurity: false 4
            - networkID: <uplink_network_UUID> 5
              nameSuffix: uplink
              fixedIPs:
                - subnetID: <uplink_subnet_UUID> 6
              tags:
                - sriov
                - uplink
              vnicType: direct 7
              portSecurity: false 8
          primarySubnet: <machines_subnet_UUID>
          securityGroups:
          - filter: {}
            name: <infrastructure_id>-<node_role>
          serverMetadata:
            Name: <infrastructure_id>-<node_role>
            openshiftClusterID: <infrastructure_id>
          tags:
          - openshiftClusterID=<infrastructure_id>
          trunk: true
          userDataSecret:
            name: <node_role>-user-data
          availabilityZone: <optional_openstack_availability_zone>
          configDrive: true 9

1 5: Enter a network UUID for each port.
2 6: Enter a subnet UUID for each port.
3 7: The value of the vnicType parameter must be direct for each port.
4 8: The value of the portSecurity parameter must be false for each port.
You cannot set security groups and allowed address pairs for ports when port security is disabled. Setting security groups on the instance applies the groups to all ports that are attached to it.
9: The value of the configDrive parameter must be true.

Note

Trunking is enabled for ports that are created by entries in the networks and subnets lists. The names of ports that are created from these lists follow the pattern <machine_name>-<nameSuffix>. The nameSuffix field is required in port definitions.

You can enable trunking for each port.

Optionally, you can add tags to ports as part of their tags lists.

Additional resources

Installing a cluster on OpenStack that supports SR-IOV-connected compute machines

2.7.3. Sample YAML for SR-IOV deployments where port security is disabled

To create single-root I/O virtualization (SR-IOV) ports on a network that has port security disabled, define a machine set that includes the ports as items in the spec.template.spec.providerSpec.value.ports list. This difference from the standard SR-IOV machine set is due to the automatic security group and allowed address pair configuration that occurs for ports that are created by using the network and subnet interfaces.

Ports that you define for machines subnets require:

Allowed address pairs for the API and ingress virtual IP ports
The compute security group
Attachment to the machines network and subnet

Note

Only parameters that are specific to SR-IOV deployments where port security is disabled are described in this sample. To review a more general sample, see Sample YAML for a machine set custom resource that uses SR-IOV on RHOSP".

An example machine set that uses SR-IOV networks and has port security disabled

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id>
    machine.openshift.io/cluster-api-machine-role: <node_role>
    machine.openshift.io/cluster-api-machine-type: <node_role>
  name: <infrastructure_id>-<node_role>
  namespace: openshift-machine-api
spec:
  replicas: <number_of_replicas>
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<node_role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <node_role>
        machine.openshift.io/cluster-api-machine-type: <node_role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<node_role>
    spec:
      metadata: {}
      providerSpec:
        value:
          apiVersion: openstackproviderconfig.openshift.io/v1alpha1
          cloudName: openstack
          cloudsSecret:
            name: openstack-cloud-credentials
            namespace: openshift-machine-api
          flavor: <nova_flavor>
          image: <glance_image_name_or_location>
          kind: OpenstackProviderSpec
          ports:
            - allowedAddressPairs: 1
              - ipAddress: <API_VIP_port_IP>
              - ipAddress: <ingress_VIP_port_IP>
              fixedIPs:
                - subnetID: <machines_subnet_UUID> 2
              nameSuffix: nodes
              networkID: <machines_network_UUID> 3
              securityGroups:
                  - <compute_security_group_UUID> 4
            - networkID: <SRIOV_network_UUID>
              nameSuffix: sriov
              fixedIPs:
                - subnetID: <SRIOV_subnet_UUID>
              tags:
                - sriov
              vnicType: direct
              portSecurity: False
          primarySubnet: <machines_subnet_UUID>
          serverMetadata:
            Name: <infrastructure_ID>-<node_role>
            openshiftClusterID: <infrastructure_id>
          tags:
          - openshiftClusterID=<infrastructure_id>
          trunk: false
          userDataSecret:
            name: worker-user-data
          configDrive: True

1: Specify allowed address pairs for the API and ingress ports.
2 3: Specify the machines network and subnet.
4: Specify the compute machines security group.

Note

Trunking is enabled for ports that are created by entries in the networks and subnets lists. The names of ports that are created from these lists follow the pattern <machine_name>-<nameSuffix>. The nameSuffix field is required in port definitions.

You can enable trunking for each port.

Optionally, you can add tags to ports as part of their tags lists.

If your cluster uses Kuryr and the RHOSP SR-IOV network has port security disabled, the primary port for compute machines must have:

The value of the spec.template.spec.providerSpec.value.networks.portSecurityEnabled parameter set to false.
For each subnet, the value of the spec.template.spec.providerSpec.value.networks.subnets.portSecurityEnabled parameter set to false.
The value of spec.template.spec.providerSpec.value.securityGroups set to empty: [].

An example section of a machine set for a cluster on Kuryr that uses SR-IOV and has port security disabled

...
          networks:
            - subnets:
              - uuid: <machines_subnet_UUID>
                portSecurityEnabled: false
              portSecurityEnabled: false
          securityGroups: []
...

In that case, you can apply the compute security group to the primary VM interface after the VM is created. For example, from a command line:

$ openstack port set --enable-port-security --security-group <infrastructure_id>-<node_role> <main_port_ID>

2.7.4. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <clusterID> and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

2.8. Creating a machine set on RHV

You can create a different machine set to serve a specific purpose in your OpenShift Container Platform cluster on Red Hat Virtualization (RHV). For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.8.1. Sample YAML for a machine set custom resource on RHV

This sample YAML defines a machine set that runs on RHV and creates nodes that are labeled with node-role.kubernetes.io/<node_role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
    machine.openshift.io/cluster-api-machine-role: <role> 2
    machine.openshift.io/cluster-api-machine-type: <role> 3
  name: <infrastructure_id>-<role> 4
  namespace: openshift-machine-api
spec:
  replicas: <number_of_replicas> 5
  selector: 6
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> 7
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> 8
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> 9
        machine.openshift.io/cluster-api-machine-role: <role> 10
        machine.openshift.io/cluster-api-machine-type: <role> 11
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> 12
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/<role>: "" 13
      providerSpec:
        value:
          apiVersion: ovirtproviderconfig.machine.openshift.io/v1beta1
          cluster_id: <ovirt_cluster_id> 14
          template_name: <ovirt_template_name> 15
          instance_type_id: <instance_type_id> 16
          cpu: 17
            sockets: <number_of_sockets> 18
            cores: <number_of_cores> 19
            threads: <number_of_threads> 20
          memory_mb: <memory_size> 21
          guaranteed_memory_mb:  <memory_size> 22
          os_disk: 23
            size_gb: <disk_size> 24
          network_interfaces: 25
            vnic_profile_id:  <vnic_profile_id> 26
          credentialsSecret:
            name: ovirt-credentials 27
          kind: OvirtMachineProviderSpec
          type: <workload_type> 28
          auto_pinning_policy: <auto_pinning_policy> 29
          hugepages: <hugepages> 30
          affinityGroupsNames:
            - compute 31
          userDataSecret:
            name: worker-user-data

1 7 9

Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI (oc) installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

2 3 10 11 13

Specify the node label to add.

4 8 12

Specify the infrastructure ID and node label. These two strings together cannot be longer than 35 characters.

5

Specify the number of machines to create.

6

Selector for the machines.

14

Specify the UUID for the RHV cluster to which this VM instance belongs.

15

Specify the RHV VM template to use to create the machine.

16

Optional: Specify the VM instance type.

Warning

The instance_type_id field is deprecated and will be removed in a future release.

If you include this parameter, you do not need to specify the hardware parameters of the VM including CPU and memory because this parameter overrides all hardware parameters.

17

Optional: The CPU field contains the CPU’s configuration, including sockets, cores, and threads.

18

Optional: Specify the number of sockets for a VM.

19

Optional: Specify the number of cores per socket.

20

Optional: Specify the number of threads per core.

21

Optional: Specify the size of a VM’s memory in MiB.

22

Optional: Specify the size of a virtual machine’s guaranteed memory in MiB. This is the amount of memory that is guaranteed not to be drained by the ballooning mechanism. For more information, see Memory Ballooning and Optimization Settings Explained.

Note

If you are using a version earlier than RHV 4.4.8, see Guaranteed memory requirements for OpenShift on Red Hat Virtualization clusters.

23

Optional: Root disk of the node.

24

Optional: Specify the size of the bootable disk in GiB.

25

Optional: List of the network interfaces of the VM. If you include this parameter, OpenShift Container Platform discards all network interfaces from the template and creates new ones.

26

Optional: Specify the vNIC profile ID.

27

Specify the name of the secret that holds the RHV credentials.

28

Optional: Specify the workload type for which the instance is optimized. This value affects the RHV VM parameter. Supported values: desktop, server (default), high_performance. high_performance improves performance on the VM, but there are limitations. For example, you cannot access the VM with a graphical console. For more information, see Configuring High Performance Virtual Machines, Templates, and Pools in the Virtual Machine Management Guide.

29

Optional: AutoPinningPolicy defines the policy that automatically sets CPU and NUMA settings, including pinning to the host for this instance. Supported values: none, resize_and_pin. For more information, see Setting NUMA Nodes in the Virtual Machine Management Guide.

30

Optional: Hugepages is the size in KiB for defining hugepages in a VM. Supported values: 2048 or 1048576. For more information, see Configuring Huge Pages in the Virtual Machine Management Guide.

31

Optional: A list of affinity group names that should be applied to the VMs. The affinity groups must exist in oVirt.

Note

Because RHV uses a template when creating a VM, if you do not specify a value for an optional parameter, RHV uses the value for that parameter that is specified in the template.

2.8.2. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <clusterID> and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

2.9. Creating a machine set on vSphere

You can create a different machine set to serve a specific purpose in your OpenShift Container Platform cluster on VMware vSphere. For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.9.1. Sample YAML for a machine set custom resource on vSphere

This sample YAML defines a machine set that runs on VMware vSphere and creates nodes that are labeled with node-role.kubernetes.io/<role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  creationTimestamp: null
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> 3
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> 4
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> 5
        machine.openshift.io/cluster-api-machine-role: <role> 6
        machine.openshift.io/cluster-api-machine-type: <role> 7
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> 8
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/<role>: "" 9
      providerSpec:
        value:
          apiVersion: vsphereprovider.openshift.io/v1beta1
          credentialsSecret:
            name: vsphere-cloud-credentials
          diskGiB: 120
          kind: VSphereMachineProviderSpec
          memoryMiB: 8192
          metadata:
            creationTimestamp: null
          network:
            devices:
            - networkName: "<vm_network_name>" 10
          numCPUs: 4
          numCoresPerSocket: 1
          snapshot: ""
          template: <vm_template_name> 11
          userDataSecret:
            name: worker-user-data
          workspace:
            datacenter: <vcenter_datacenter_name> 12
            datastore: <vcenter_datastore_name> 13
            folder: <vcenter_vm_folder_path> 14
            resourcepool: <vsphere_resource_pool> 15
            server: <vcenter_server_ip> 16

1 3 5

Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI (oc) installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

2 4 8

Specify the infrastructure ID and node label.

6 7 9

Specify the node label to add.

10

Specify the vSphere VM network to deploy the compute machine set to. This VM network must be where other compute machines reside in the cluster.

11

Specify the vSphere VM template to use, such as user-5ddjd-rhcos.

12

Specify the vCenter Datacenter to deploy the compute machine set on.

13

Specify the vCenter Datastore to deploy the compute machine set on.

14

Specify the path to the vSphere VM folder in vCenter, such as /dc1/vm/user-inst-5ddjd.

15

Specify the vSphere resource pool for your VMs.

16

Specify the vCenter server IP or fully qualified domain name.

2.9.2. Minimum required vCenter privileges for machine set management

To manage machine sets in an OpenShift Container Platform cluster on vCenter, you must use an account with privileges to read, create, and delete the required resources. Using an account that has global administrative privileges is the simplest way to access all of the necessary permissions.

If you cannot use an account with global administrative privileges, you must create roles to grant the minimum required privileges. The following table lists the minimum vCenter roles and privileges that are required to create, scale, and delete machine sets and to delete machines in your OpenShift Container Platform cluster.

Example 2.1. Minimum vCenter roles and privileges required for machine set management

vSphere object for role	When required	Required privileges
vSphere vCenter	Always	`InventoryService.Tagging.AttachTag` `InventoryService.Tagging.CreateCategory` `InventoryService.Tagging.CreateTag` `InventoryService.Tagging.DeleteCategory` `InventoryService.Tagging.DeleteTag` `InventoryService.Tagging.EditCategory` `InventoryService.Tagging.EditTag` `Sessions.ValidateSession` `StorageProfile.Update`¹ `StorageProfile.View`¹
vSphere vCenter Cluster	Always	`Resource.AssignVMToPool`
vSphere Datastore	Always	`Datastore.AllocateSpace` `Datastore.Browse`
vSphere Port Group	Always	`Network.Assign`
Virtual Machine Folder	Always	`VirtualMachine.Config.AddRemoveDevice` `VirtualMachine.Config.AdvancedConfig` `VirtualMachine.Config.Annotation` `VirtualMachine.Config.CPUCount` `VirtualMachine.Config.DiskExtend` `VirtualMachine.Config.Memory` `VirtualMachine.Config.Settings` `VirtualMachine.Interact.PowerOff` `VirtualMachine.Interact.PowerOn` `VirtualMachine.Inventory.CreateFromExisting` `VirtualMachine.Inventory.Delete` `VirtualMachine.Provisioning.Clone`
vSphere vCenter Datacenter	If the installation program creates the virtual machine folder	`Resource.AssignVMToPool` `VirtualMachine.Provisioning.DeployTemplate`
¹ The `StorageProfile.Update` and `StorageProfile.View` permissions are required only for storage backends that use the Container Storage Interface (CSI). Important Some CSI drivers and features are in Technology Preview in OpenShift Container Platform 4.10. For more information, see CSI drivers supported by OpenShift Container Platform.

The following table details the permissions and propagation settings that are required for machine set management.

Example 2.2. Required permissions and propagation settings

vSphere object	Folder type	Propagate to children	Permissions required
vSphere vCenter	Always	Not required	Listed required privileges
vSphere vCenter Datacenter	Existing folder	Not required	`ReadOnly` permission
vSphere vCenter Datacenter	Installation program creates the folder	Required	Listed required privileges
vSphere vCenter Cluster	Always	Required	Listed required privileges
vSphere vCenter Datastore	Always	Not required	Listed required privileges
vSphere Switch	Always	Not required	`ReadOnly` permission
vSphere Port Group	Always	Not required	Listed required privileges
vSphere vCenter Virtual Machine Folder	Existing folder	Required	Listed required privileges

For more information about creating an account with only the required privileges, see vSphere Permissions and User Management Tasks in the vSphere documentation.

Additional resources

For more information about CSI driver and feature support, see CSI drivers supported by OpenShift Container Platform.

2.9.3. Requirements for clusters with user-provisioned infrastructure to use compute machine sets

To use compute machine sets on clusters that have user-provisioned infrastructure, you must ensure that you cluster configuration supports using the Machine API.

Obtaining the infrastructure ID

To create compute machine sets, you must be able to supply the infrastructure ID for your cluster.

Procedure

To obtain the infrastructure ID for your cluster, run the following command:
```
$ oc get infrastructure cluster -o jsonpath='{.status.infrastructureName}'
```

Satisfying vSphere credentials requirements

To use compute machine sets, the Machine API must be able to interact with vCenter. Credentials that authorize the Machine API components to interact with vCenter must exist in a secret in the openshift-machine-api namespace.

Procedure

To determine whether the required credentials exist, run the following command:
```
$ oc get secret \
  -n openshift-machine-api vsphere-cloud-credentials \
  -o go-template='{{range $k,$v := .data}}{{printf "%s: " $k}}{{if not $v}}{{$v}}{{else}}{{$v | base64decode}}{{end}}{{"\n"}}{{end}}'
```
Sample output
```
<vcenter-server>.password=<openshift-user-password>
<vcenter-server>.username=<openshift-user>
```
where <vcenter-server> is the IP address or fully qualified domain name (FQDN) of the vCenter server and <openshift-user> and <openshift-user-password> are the OpenShift Container Platform administrator credentials to use.

If the secret does not exist, create it by running the following command:

$ oc create secret generic vsphere-cloud-credentials \
  -n openshift-machine-api \
  --from-literal=<vcenter-server>.username=<openshift-user> --from-literal=<vcenter-server>.password=<openshift-user-password>

Satisfying Ignition configuration requirements

Provisioning virtual machines (VMs) requires a valid Ignition configuration. The Ignition configuration contains the machine-config-server address and a system trust bundle for obtaining further Ignition configurations from the Machine Config Operator.

By default, this configuration is stored in the worker-user-data secret in the machine-api-operator namespace. Compute machine sets reference the secret during the machine creation process.

Procedure

To determine whether the required secret exists, run the following command:

$ oc get secret \
  -n openshift-machine-api worker-user-data \
  -o go-template='{{range $k,$v := .data}}{{printf "%s: " $k}}{{if not $v}}{{$v}}{{else}}{{$v | base64decode}}{{end}}{{"\n"}}{{end}}'

Sample output

disableTemplating: false
userData: 1
  {
    "ignition": {
      ...
      },
    ...
  }

1: The full output is omitted here, but should have this format.

If the secret does not exist, create it by running the following command:
```
$ oc create secret generic worker-user-data \
  -n openshift-machine-api \
  --from-file=<installation_directory>/worker.ign
```
where <installation_directory> is the directory that was used to store your installation assets during cluster installation.

Additional resources

2.9.4. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Note

Clusters that are installed with user-provisioned infrastructure have a different networking stack than clusters with infrastructure that is provisioned by the installation program. As a result of this difference, automatic load balancer management is unsupported on clusters that have user-provisioned infrastructure. For these clusters, a compute machine set can only create worker and infra type machines.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.
Have the necessary permissions to deploy VMs in your vCenter instance and have the required access to the datastore specified.
If your cluster uses user-provisioned infrastructure, you have satisfied the specific Machine API requirements for that configuration.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <clusterID> and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

If you are creating a compute machine set for a cluster that has user-provisioned infrastructure, note the following important values:

Example vSphere providerSpec values

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
...
template:
  ...
  spec:
    providerSpec:
      value:
        apiVersion: machine.openshift.io/v1beta1
        credentialsSecret:
          name: vsphere-cloud-credentials 1
        diskGiB: 120
        kind: VSphereMachineProviderSpec
        memoryMiB: 16384
        network:
          devices:
            - networkName: "<vm_network_name>"
        numCPUs: 4
        numCoresPerSocket: 4
        snapshot: ""
        template: <vm_template_name> 2
        userDataSecret:
          name: worker-user-data 3
        workspace:
          datacenter: <vcenter_datacenter_name>
          datastore: <vcenter_datastore_name>
          folder: <vcenter_vm_folder_path>
          resourcepool: <vsphere_resource_pool>
          server: <vcenter_server_address> 4

1: The name of the secret in the openshift-machine-api namespace that contains the required vCenter credentials.
2: The name of the RHCOS VM template for your cluster that was created during installation.
3: The name of the secret in the openshift-machine-api namespace that contains the required Ignition configuration credentials.
4: The IP address or fully qualified domain name (FQDN) of the vCenter server.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

2.10. Creating a compute machine set on bare metal

You can create a different compute machine set to serve a specific purpose in your OpenShift Container Platform cluster on bare metal. For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

Important

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

2.10.1. Sample YAML for a compute machine set custom resource on bare metal

This sample YAML defines a compute machine set that runs on bare metal and creates nodes that are labeled with node-role.kubernetes.io/<role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  creationTimestamp: null
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> 3
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> 4
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> 5
        machine.openshift.io/cluster-api-machine-role: <role> 6
        machine.openshift.io/cluster-api-machine-type: <role> 7
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> 8
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/<role>: "" 9
      providerSpec:
        value:
          apiVersion: baremetal.cluster.k8s.io/v1alpha1
          hostSelector: {}
          image:
            checksum: http:/172.22.0.3:6181/images/rhcos-<version>.<architecture>.qcow2.<md5sum> 10
            url: http://172.22.0.3:6181/images/rhcos-<version>.<architecture>.qcow2 11
          kind: BareMetalMachineProviderSpec
          metadata:
            creationTimestamp: null
          userData:
            name: worker-user-data

1 3 5

Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI (oc) installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

2 4 8

Specify the infrastructure ID and node label.

6 7 9

Specify the node label to add.

10

Edit the checksum URL to use the API VIP address.

11

Edit the url URL to use the API VIP address.

2.10.2. Creating a machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

Deploy an OpenShift Container Platform cluster.
Install the OpenShift CLI (oc).
Log in to oc as a user with cluster-admin permission.

Procedure

Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.
Ensure that you set the <clusterID> and <role> parameter values.

Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

To list the compute machine sets in your cluster, run the following command:

$ oc get machinesets -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

To view values of a specific compute machine set custom resource (CR), run the following command:

$ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml

Example output

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> 1
  name: <infrastructure_id>-<role> 2
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: 3
        ...

1: The cluster infrastructure ID.
2: A default node label.
Note
For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
3: The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

Create a MachineSet CR by running the following command:
```
$ oc create -f <file_name>.yaml
```

Verification

View the list of compute machine sets by running the following command:

$ oc get machineset -n openshift-machine-api

Example output

NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

Chapter 2. Managing compute machines with the Machine API

2.1. Creating a machine set on Alibaba Cloud

2.1.1. Sample YAML for a machine set custom resource on Alibaba Cloud

2.1.1.1. Machine set parameters for Alibaba Cloud usage statistics

2.1.2. Creating a machine set

2.2. Creating a machine set on AWS

2.2.1. Sample YAML for a machine set custom resource on AWS

2.2.2. Creating a machine set

2.2.3. Machine sets that deploy machines as Spot Instances

2.2.4. Creating Spot Instances by using machine sets

2.2.5. Machine sets that deploy machines as Dedicated Instances

2.2.6. Creating Dedicated Instances by using machine sets

2.3. Creating a machine set on Azure

2.3.1. Sample YAML for a machine set custom resource on Azure

2.3.2. Creating a machine set

2.3.3. Selecting an Azure Marketplace image

2.3.4. Machine sets that deploy machines as Spot VMs

2.3.5. Creating Spot VMs by using machine sets

2.3.6. Machine sets that deploy machines on Ephemeral OS disks

2.3.7. Creating machines on Ephemeral OS disks by using machine sets

2.3.8. Enabling customer-managed encryption keys for a machine set

2.3.9. Accelerated Networking for Microsoft Azure VMs

2.3.9.1. Limitations

2.3.10. Enabling Accelerated Networking on an existing Microsoft Azure cluster

2.4. Creating a machine set on Azure Stack Hub

2.4.1. Sample YAML for a machine set custom resource on Azure Stack Hub

2.4.2. Creating a machine set

2.4.3. Enabling customer-managed encryption keys for a machine set

2.5. Creating a machine set on GCP

2.5.1. Sample YAML for a machine set custom resource on GCP

2.5.2. Creating a machine set

2.5.3. Machine sets that deploy machines as preemptible VM instances

2.5.4. Creating preemptible VM instances by using machine sets

2.5.5. Enabling customer-managed encryption keys for a machine set

2.5.6. Enabling GPU support for a machine set

2.6. Creating a machine set on IBM Cloud

2.6.1. Sample YAML for a machine set custom resource on IBM Cloud

2.6.2. Creating a machine set

2.7. Creating a machine set on OpenStack

2.7.1. Sample YAML for a machine set custom resource on RHOSP

2.7.2. Sample YAML for a machine set custom resource that uses SR-IOV on RHOSP

2.7.3. Sample YAML for SR-IOV deployments where port security is disabled

2.7.4. Creating a machine set

2.8. Creating a machine set on RHV

2.8.1. Sample YAML for a machine set custom resource on RHV

2.8.2. Creating a machine set

2.9. Creating a machine set on vSphere

2.9.1. Sample YAML for a machine set custom resource on vSphere

2.9.2. Minimum required vCenter privileges for machine set management

2.9.3. Requirements for clusters with user-provisioned infrastructure to use compute machine sets

Obtaining the infrastructure ID

Satisfying vSphere credentials requirements

Satisfying Ignition configuration requirements

2.9.4. Creating a machine set

2.10. Creating a compute machine set on bare metal

2.10.1. Sample YAML for a compute machine set custom resource on bare metal

2.10.2. Creating a machine set

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