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Installing on Azure

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OpenShift Container Platform 4.12

Installing OpenShift Container Platform on Azure

Red Hat OpenShift Documentation Team

Abstract

This document describes how to install OpenShift Container Platform on Azure.

Chapter 1. Preparing to install on Azure

1.1. Prerequisites

1.2. Requirements for installing OpenShift Container Platform on Azure

Before installing OpenShift Container Platform on Microsoft Azure, you must configure an Azure account. See Configuring an Azure account for details about account configuration, account limits, public DNS zone configuration, required roles, creating service principals, and supported Azure regions.

If the cloud identity and access management (IAM) APIs are not accessible in your environment, or if you do not want to store an administrator-level credential secret in the kube-system namespace, see Manually creating IAM for Azure for other options.

1.3. Choosing a method to install OpenShift Container Platform on Azure

You can install OpenShift Container Platform on installer-provisioned or user-provisioned infrastructure. The default installation type uses installer-provisioned infrastructure, where the installation program provisions the underlying infrastructure for the cluster. You can also install OpenShift Container Platform on infrastructure that you provision. If you do not use infrastructure that the installation program provisions, you must manage and maintain the cluster resources yourself.

See Installation process for more information about installer-provisioned and user-provisioned installation processes.

1.3.1. Installing a cluster on installer-provisioned infrastructure

You can install a cluster on Azure infrastructure that is provisioned by the OpenShift Container Platform installation program, by using one of the following methods:

  • Installing a cluster quickly on Azure: You can install OpenShift Container Platform on Azure infrastructure that is provisioned by the OpenShift Container Platform installation program. You can install a cluster quickly by using the default configuration options.
  • Installing a customized cluster on Azure: You can install a customized cluster on Azure infrastructure that the installation program provisions. The installation program allows for some customization to be applied at the installation stage. Many other customization options are available post-installation.
  • Installing a cluster on Azure with network customizations: You can customize your OpenShift Container Platform network configuration during installation, so that your cluster can coexist with your existing IP address allocations and adhere to your network requirements.
  • Installing a cluster on Azure into an existing VNet: You can install OpenShift Container Platform on an existing Azure Virtual Network (VNet) on Azure. You can use this installation method if you have constraints set by the guidelines of your company, such as limits when creating new accounts or infrastructure.
  • Installing a private cluster on Azure: You can install a private cluster into an existing Azure Virtual Network (VNet) on Azure. You can use this method to deploy OpenShift Container Platform on an internal network that is not visible to the internet.
  • Installing a cluster on Azure into a government region: OpenShift Container Platform can be deployed into Microsoft Azure Government (MAG) regions that are specifically designed for US government agencies at the federal, state, and local level, as well as contractors, educational institutions, and other US customers that must run sensitive workloads on Azure.

1.3.2. Installing a cluster on user-provisioned infrastructure

You can install a cluster on Azure infrastructure that you provision, by using the following method:

1.4. Next steps

Chapter 2. Configuring an Azure account

Before you can install OpenShift Container Platform, you must configure a Microsoft Azure account.

Important

All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

2.1. Azure account limits

The OpenShift Container Platform cluster uses a number of Microsoft Azure components, and the default Azure subscription and service limits, quotas, and constraints affect your ability to install OpenShift Container Platform clusters.

Important

Default limits vary by offer category types, such as Free Trial and Pay-As-You-Go, and by series, such as Dv2, F, and G. For example, the default for Enterprise Agreement subscriptions is 350 cores.

Check the limits for your subscription type and if necessary, increase quota limits for your account before you install a default cluster on Azure.

The following table summarizes the Azure components whose limits can impact your ability to install and run OpenShift Container Platform clusters.

ComponentNumber of components required by defaultDefault Azure limitDescription

vCPU

44

20 per region

A default cluster requires 44 vCPUs, so you must increase the account limit.

By default, each cluster creates the following instances:

  • One bootstrap machine, which is removed after installation
  • Three control plane machines
  • Three compute machines

Because the bootstrap and control plane machines use Standard_D8s_v3 virtual machines, which use 8 vCPUs, and the compute machines use Standard_D4s_v3 virtual machines, which use 4 vCPUs, a default cluster requires 44 vCPUs. The bootstrap node VM, which uses 8 vCPUs, is used only during installation.

To deploy more worker nodes, enable autoscaling, deploy large workloads, or use a different instance type, you must further increase the vCPU limit for your account to ensure that your cluster can deploy the machines that you require.

OS Disk

7

 

Each cluster machine must have a minimum of 100 GB of storage and 300 IOPS. While these are the minimum supported values, faster storage is recommended for production clusters and clusters with intensive workloads. For more information about optimizing storage for performance, see the page titled "Optimizing storage" in the "Scalability and performance" section.

VNet

1

1000 per region

Each default cluster requires one Virtual Network (VNet), which contains two subnets.

Network interfaces

7

65,536 per region

Each default cluster requires seven network interfaces. If you create more machines or your deployed workloads create load balancers, your cluster uses more network interfaces.

Network security groups

2

5000

Each cluster creates network security groups for each subnet in the VNet. The default cluster creates network security groups for the control plane and for the compute node subnets:

controlplane

Allows the control plane machines to be reached on port 6443 from anywhere

node

Allows worker nodes to be reached from the internet on ports 80 and 443

Network load balancers

3

1000 per region

Each cluster creates the following load balancers:

default

Public IP address that load balances requests to ports 80 and 443 across worker machines

internal

Private IP address that load balances requests to ports 6443 and 22623 across control plane machines

external

Public IP address that load balances requests to port 6443 across control plane machines

If your applications create more Kubernetes LoadBalancer service objects, your cluster uses more load balancers.

Public IP addresses

3

 

Each of the two public load balancers uses a public IP address. The bootstrap machine also uses a public IP address so that you can SSH into the machine to troubleshoot issues during installation. The IP address for the bootstrap node is used only during installation.

Private IP addresses

7

 

The internal load balancer, each of the three control plane machines, and each of the three worker machines each use a private IP address.

Spot VM vCPUs (optional)

0

If you configure spot VMs, your cluster must have two spot VM vCPUs for every compute node.

20 per region

This is an optional component. To use spot VMs, you must increase the Azure default limit to at least twice the number of compute nodes in your cluster.

Note

Using spot VMs for control plane nodes is not recommended.

Additional resources

2.2. Configuring a public DNS zone in Azure

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

Procedure

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

    Note

    For more information about purchasing domains through Azure, see Buy a custom domain name for Azure App Service in the Azure documentation.

  2. If you are using an existing domain and registrar, migrate its DNS to Azure. See Migrate an active DNS name to Azure App Service in the Azure documentation.
  3. Configure DNS for your domain. Follow the steps in the Tutorial: Host your domain in Azure DNS in the Azure documentation to create a public hosted zone for your domain or subdomain, extract the new authoritative name servers, and update the registrar records for the name servers that your domain uses.

    Use an appropriate root domain, such as openshiftcorp.com, or subdomain, such as clusters.openshiftcorp.com.

  4. If you use a subdomain, follow your company’s procedures to add its delegation records to the parent domain.

2.3. Increasing Azure account limits

To increase an account limit, file a support request on the Azure portal.

Note

You can increase only one type of quota per support request.

Procedure

  1. From the Azure portal, click Help + support in the lower left corner.
  2. Click New support request and then select the required values:

    1. From the Issue type list, select Service and subscription limits (quotas).
    2. From the Subscription list, select the subscription to modify.
    3. From the Quota type list, select the quota to increase. For example, select Compute-VM (cores-vCPUs) subscription limit increases to increase the number of vCPUs, which is required to install a cluster.
    4. Click Next: Solutions.
  3. On the Problem Details page, provide the required information for your quota increase:

    1. Click Provide details and provide the required details in the Quota details window.
    2. In the SUPPORT METHOD and CONTACT INFO sections, provide the issue severity and your contact details.
  4. Click Next: Review + create and then click Create.

2.4. Required Azure roles

OpenShift Container Platform needs a service principal so it can manage Microsoft Azure resources. Before you can create a service principal, review the following information:

Your Azure account subscription must have the following roles:

  • User Access Administrator
  • Contributor

Your Azure Active Directory (AD) must have the following permission:

  • "microsoft.directory/servicePrincipals/createAsOwner"

To set roles on the Azure portal, see the Manage access to Azure resources using RBAC and the Azure portal in the Azure documentation.

2.5. Required Azure permissions for installer-provisioned infrastructure

When you assign Contributor and User Access Administrator roles to the service principal, you automatically grant all the required permissions.

If your organization’s security policies require a more restrictive set of permissions, you can create a custom role with the necessary permissions. The following permissions are required for creating an OpenShift Container Platform cluster on Microsoft Azure.

Example 2.1. Required permissions for creating authorization resources

  • Microsoft.Authorization/policies/audit/action
  • Microsoft.Authorization/policies/auditIfNotExists/action
  • Microsoft.Authorization/roleAssignments/read
  • Microsoft.Authorization/roleAssignments/write

Example 2.2. Required permissions for creating compute resources

  • Microsoft.Compute/availabilitySets/read
  • Microsoft.Compute/availabilitySets/write
  • Microsoft.Compute/disks/beginGetAccess/action
  • Microsoft.Compute/disks/delete
  • Microsoft.Compute/disks/read
  • Microsoft.Compute/disks/write
  • Microsoft.Compute/galleries/images/read
  • Microsoft.Compute/galleries/images/versions/read
  • Microsoft.Compute/galleries/images/versions/write
  • Microsoft.Compute/galleries/images/write
  • Microsoft.Compute/galleries/read
  • Microsoft.Compute/galleries/write
  • Microsoft.Compute/snapshots/read
  • Microsoft.Compute/snapshots/write
  • Microsoft.Compute/snapshots/delete
  • Microsoft.Compute/virtualMachines/delete
  • Microsoft.Compute/virtualMachines/powerOff/action
  • Microsoft.Compute/virtualMachines/read
  • Microsoft.Compute/virtualMachines/write

Example 2.3. Required permissions for creating identity management resources

  • Microsoft.ManagedIdentity/userAssignedIdentities/assign/action
  • Microsoft.ManagedIdentity/userAssignedIdentities/read
  • Microsoft.ManagedIdentity/userAssignedIdentities/write

Example 2.4. Required permissions for creating network resources

  • Microsoft.Network/dnsZones/A/write
  • Microsoft.Network/dnsZones/CNAME/write
  • Microsoft.Network/dnszones/CNAME/read
  • Microsoft.Network/dnszones/read
  • Microsoft.Network/loadBalancers/backendAddressPools/join/action
  • Microsoft.Network/loadBalancers/backendAddressPools/read
  • Microsoft.Network/loadBalancers/backendAddressPools/write
  • Microsoft.Network/loadBalancers/read
  • Microsoft.Network/loadBalancers/write
  • Microsoft.Network/networkInterfaces/delete
  • Microsoft.Network/networkInterfaces/join/action
  • Microsoft.Network/networkInterfaces/read
  • Microsoft.Network/networkInterfaces/write
  • Microsoft.Network/networkSecurityGroups/join/action
  • Microsoft.Network/networkSecurityGroups/read
  • Microsoft.Network/networkSecurityGroups/securityRules/delete
  • Microsoft.Network/networkSecurityGroups/securityRules/read
  • Microsoft.Network/networkSecurityGroups/securityRules/write
  • Microsoft.Network/networkSecurityGroups/write
  • Microsoft.Network/privateDnsZones/A/read
  • Microsoft.Network/privateDnsZones/A/write
  • Microsoft.Network/privateDnsZones/A/delete
  • Microsoft.Network/privateDnsZones/SOA/read
  • Microsoft.Network/privateDnsZones/read
  • Microsoft.Network/privateDnsZones/virtualNetworkLinks/read
  • Microsoft.Network/privateDnsZones/virtualNetworkLinks/write
  • Microsoft.Network/privateDnsZones/write
  • Microsoft.Network/publicIPAddresses/delete
  • Microsoft.Network/publicIPAddresses/join/action
  • Microsoft.Network/publicIPAddresses/read
  • Microsoft.Network/publicIPAddresses/write
  • Microsoft.Network/virtualNetworks/join/action
  • Microsoft.Network/virtualNetworks/read
  • Microsoft.Network/virtualNetworks/subnets/join/action
  • Microsoft.Network/virtualNetworks/subnets/read
  • Microsoft.Network/virtualNetworks/subnets/write
  • Microsoft.Network/virtualNetworks/write
Note

The following permissions are not required to create the private OpenShift Container Platform cluster on Azure.

  • Microsoft.Network/dnsZones/A/write
  • Microsoft.Network/dnsZones/CNAME/write
  • Microsoft.Network/dnszones/CNAME/read
  • Microsoft.Network/dnszones/read

Example 2.5. Required permissions for checking the health of resources

  • Microsoft.Resourcehealth/healthevent/Activated/action
  • Microsoft.Resourcehealth/healthevent/InProgress/action
  • Microsoft.Resourcehealth/healthevent/Pending/action
  • Microsoft.Resourcehealth/healthevent/Resolved/action
  • Microsoft.Resourcehealth/healthevent/Updated/action

Example 2.6. Required permissions for creating a resource group

  • Microsoft.Resources/subscriptions/resourceGroups/read
  • Microsoft.Resources/subscriptions/resourcegroups/write

Example 2.7. Required permissions for creating resource tags

  • Microsoft.Resources/tags/write

Example 2.8. Required permissions for creating storage resources

  • Microsoft.Storage/storageAccounts/blobServices/read
  • Microsoft.Storage/storageAccounts/blobServices/containers/write
  • Microsoft.Storage/storageAccounts/fileServices/read
  • Microsoft.Storage/storageAccounts/fileServices/shares/read
  • Microsoft.Storage/storageAccounts/fileServices/shares/write
  • Microsoft.Storage/storageAccounts/fileServices/shares/delete
  • Microsoft.Storage/storageAccounts/listKeys/action
  • Microsoft.Storage/storageAccounts/read
  • Microsoft.Storage/storageAccounts/write

Example 2.9. Optional permissions for creating marketplace virtual machine resources

  • Microsoft.MarketplaceOrdering/offertypes/publishers/offers/plans/agreements/read
  • Microsoft.MarketplaceOrdering/offertypes/publishers/offers/plans/agreements/write

Example 2.10. Optional permissions for creating compute resources

  • Microsoft.Compute/availabilitySets/delete
  • Microsoft.Compute/images/read
  • Microsoft.Compute/images/write
  • Microsoft.Compute/images/delete

Example 2.11. Optional permissions for enabling user-managed encryption

  • Microsoft.Compute/diskEncryptionSets/read
  • Microsoft.Compute/diskEncryptionSets/write
  • Microsoft.Compute/diskEncryptionSets/delete
  • Microsoft.KeyVault/vaults/read
  • Microsoft.KeyVault/vaults/write
  • Microsoft.KeyVault/vaults/delete
  • Microsoft.KeyVault/vaults/deploy/action
  • Microsoft.KeyVault/vaults/keys/read
  • Microsoft.KeyVault/vaults/keys/write
  • Microsoft.Features/providers/features/register/action

Example 2.12. Optional permissions for installing a private cluster with Azure Network Address Translation (NAT)

  • Microsoft.Network/natGateways/join/action
  • Microsoft.Network/natGateways/read
  • Microsoft.Network/natGateways/write

Example 2.13. Optional permissions for installing a private cluster with Azure firewall

  • Microsoft.Network/azureFirewalls/applicationRuleCollections/write
  • Microsoft.Network/azureFirewalls/read
  • Microsoft.Network/azureFirewalls/write
  • Microsoft.Network/routeTables/join/action
  • Microsoft.Network/routeTables/read
  • Microsoft.Network/routeTables/routes/read
  • Microsoft.Network/routeTables/routes/write
  • Microsoft.Network/routeTables/write
  • Microsoft.Network/virtualNetworks/peer/action
  • Microsoft.Network/virtualNetworks/virtualNetworkPeerings/read
  • Microsoft.Network/virtualNetworks/virtualNetworkPeerings/write

Example 2.14. Optional permission for running gather bootstrap

  • Microsoft.Compute/virtualMachines/instanceView/read

The following permissions are required for deleting an OpenShift Container Platform cluster on Microsoft Azure. You can use the same permissions to delete a private OpenShift Container Platform cluster on Azure.

Example 2.15. Required permissions for deleting authorization resources

  • Microsoft.Authorization/roleAssignments/delete

Example 2.16. Required permissions for deleting compute resources

  • Microsoft.Compute/disks/delete
  • Microsoft.Compute/galleries/delete
  • Microsoft.Compute/galleries/images/delete
  • Microsoft.Compute/galleries/images/versions/delete
  • Microsoft.Compute/virtualMachines/delete

Example 2.17. Required permissions for deleting identity management resources

  • Microsoft.ManagedIdentity/userAssignedIdentities/delete

Example 2.18. Required permissions for deleting network resources

  • Microsoft.Network/dnszones/read
  • Microsoft.Network/dnsZones/A/read
  • Microsoft.Network/dnsZones/A/delete
  • Microsoft.Network/dnsZones/CNAME/read
  • Microsoft.Network/dnsZones/CNAME/delete
  • Microsoft.Network/loadBalancers/delete
  • Microsoft.Network/networkInterfaces/delete
  • Microsoft.Network/networkSecurityGroups/delete
  • Microsoft.Network/privateDnsZones/read
  • Microsoft.Network/privateDnsZones/A/read
  • Microsoft.Network/privateDnsZones/delete
  • Microsoft.Network/privateDnsZones/virtualNetworkLinks/delete
  • Microsoft.Network/publicIPAddresses/delete
  • Microsoft.Network/virtualNetworks/delete
Note

The following permissions are not required to delete a private OpenShift Container Platform cluster on Azure.

  • Microsoft.Network/dnszones/read
  • Microsoft.Network/dnsZones/A/read
  • Microsoft.Network/dnsZones/A/delete
  • Microsoft.Network/dnsZones/CNAME/read
  • Microsoft.Network/dnsZones/CNAME/delete

Example 2.19. Required permissions for checking the health of resources

  • Microsoft.Resourcehealth/healthevent/Activated/action
  • Microsoft.Resourcehealth/healthevent/Resolved/action
  • Microsoft.Resourcehealth/healthevent/Updated/action

Example 2.20. Required permissions for deleting a resource group

  • Microsoft.Resources/subscriptions/resourcegroups/delete

Example 2.21. Required permissions for deleting storage resources

  • Microsoft.Storage/storageAccounts/delete
  • Microsoft.Storage/storageAccounts/listKeys/action
Note

To install OpenShift Container Platform on Azure, you must scope the permissions to your subscription. Later, you can re-scope these permissions to the installer created resource group. If the public DNS zone is present in a different resource group, then the network DNS zone related permissions must always be applied to your subscription. By default, the OpenShift Container Platform installation program assigns the Azure identity the Contributor role.

You can scope all the permissions to your subscription when deleting an OpenShift Container Platform cluster.

2.6. Creating a service principal

Because OpenShift Container Platform and its installation program create Microsoft Azure resources by using the Azure Resource Manager, you must create a service principal to represent it.

Prerequisites

  • Install or update the Azure CLI.
  • Your Azure account has the required roles for the subscription that you use.
  • If you want to use a custom role, you have created a custom role with the required permissions listed in the Required Azure permissions for installer-provisioned infrastructure section.

Procedure

  1. Log in to the Azure CLI:

    $ az login
  2. If your Azure account uses subscriptions, ensure that you are using the right subscription:

    1. View the list of available accounts and record the tenantId value for the subscription you want to use for your cluster:

      $ az account list --refresh

      Example output

      [
        {
          "cloudName": "AzureCloud",
          "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
          "isDefault": true,
          "name": "Subscription Name",
          "state": "Enabled",
          "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee",
          "user": {
            "name": "you@example.com",
            "type": "user"
          }
        }
      ]

    2. View your active account details and confirm that the tenantId value matches the subscription you want to use:

      $ az account show

      Example output

      {
        "environmentName": "AzureCloud",
        "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee", 1
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

      1
      Ensure that the value of the tenantId parameter is the correct subscription ID.
    3. If you are not using the right subscription, change the active subscription:

      $ az account set -s <subscription_id> 1
      1
      Specify the subscription ID.
    4. Verify the subscription ID update:

      $ az account show

      Example output

      {
        "environmentName": "AzureCloud",
        "id": "33212d16-bdf6-45cb-b038-f6565b61edda",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee",
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

  3. Record the tenantId and id parameter values from the output. You need these values during the OpenShift Container Platform installation.
  4. Create the service principal for your account:

    $ az ad sp create-for-rbac --role <role_name> \1
         --name <service_principal> \2
         --scopes /subscriptions/<subscription_id> 3
    1
    Defines the role name. You can use the Contributor role, or you can specify a custom role which contains the necessary permissions.
    2
    Defines the service principal name.
    3
    Specifies the subscription ID.

    Example output

    Creating 'Contributor' role assignment under scope '/subscriptions/<subscription_id>'
    The output includes credentials that you must protect. Be sure that you do not
    include these credentials in your code or check the credentials into your source
    control. For more information, see https://aka.ms/azadsp-cli
    {
      "appId": "ac461d78-bf4b-4387-ad16-7e32e328aec6",
      "displayName": <service_principal>",
      "password": "00000000-0000-0000-0000-000000000000",
      "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee"
    }

  5. Record the values of the appId and password parameters from the previous output. You need these values during OpenShift Container Platform installation.
  6. If you applied the Contributor role to your service principal, assign the User Administrator Access role by running the following command:

    $ az role assignment create --role "User Access Administrator" \
      --assignee-object-id $(az ad sp show --id <appId> --query id -o tsv) 1
    1
    Specify the appId parameter value for your service principal.

Additional resources

2.7. Supported Azure Marketplace regions

Installing a cluster using the Azure Marketplace image is available to customers who purchase the offer in North America and EMEA.

While the offer must be purchased in North America or EMEA, you can deploy the cluster to any of the Azure public partitions that OpenShift Container Platform supports.

Note

Deploying a cluster using the Azure Marketplace image is not supported for the Azure Government regions.

2.8. Supported Azure regions

The installation program dynamically generates the list of available Microsoft Azure regions based on your subscription.

Supported Azure public regions
  • australiacentral (Australia Central)
  • australiaeast (Australia East)
  • australiasoutheast (Australia South East)
  • brazilsouth (Brazil South)
  • canadacentral (Canada Central)
  • canadaeast (Canada East)
  • centralindia (Central India)
  • centralus (Central US)
  • eastasia (East Asia)
  • eastus (East US)
  • eastus2 (East US 2)
  • francecentral (France Central)
  • germanywestcentral (Germany West Central)
  • israelcentral (Israel Central)
  • italynorth (Italy North)
  • japaneast (Japan East)
  • japanwest (Japan West)
  • koreacentral (Korea Central)
  • koreasouth (Korea South)
  • mexicocentral (Mexico Central)
  • northcentralus (North Central US)
  • northeurope (North Europe)
  • norwayeast (Norway East)
  • polandcentral (Poland Central)
  • qatarcentral (Qatar Central)
  • southafricanorth (South Africa North)
  • southcentralus (South Central US)
  • southeastasia (Southeast Asia)
  • southindia (South India)
  • swedencentral (Sweden Central)
  • switzerlandnorth (Switzerland North)
  • uaenorth (UAE North)
  • uksouth (UK South)
  • ukwest (UK West)
  • westcentralus (West Central US)
  • westeurope (West Europe)
  • westindia (West India)
  • westus (West US)
  • westus2 (West US 2)
  • westus3 (West US 3)
Supported Azure Government regions

Support for the following Microsoft Azure Government (MAG) regions was added in OpenShift Container Platform version 4.6:

  • usgovtexas (US Gov Texas)
  • usgovvirginia (US Gov Virginia)

You can reference all available MAG regions in the Azure documentation. Other provided MAG regions are expected to work with OpenShift Container Platform, but have not been tested.

2.9. Next steps

Chapter 3. Manually creating IAM for Azure

In environments where the cloud identity and access management (IAM) APIs are not reachable, or the administrator prefers not to store an administrator-level credential secret in the cluster kube-system namespace, you can put the Cloud Credential Operator (CCO) into manual mode before you install the cluster.

3.1. Alternatives to storing administrator-level secrets in the kube-system project

The Cloud Credential Operator (CCO) manages cloud provider credentials as Kubernetes custom resource definitions (CRDs). You can configure the CCO to suit the security requirements of your organization by setting different values for the credentialsMode parameter in the install-config.yaml file.

If you prefer not to store an administrator-level credential secret in the cluster kube-system project, you can set the credentialsMode parameter for the CCO to Manual when installing OpenShift Container Platform and manage your cloud credentials manually.

Using manual mode allows each cluster component to have only the permissions it requires, without storing an administrator-level credential in the cluster. You can also use this mode if your environment does not have connectivity to the cloud provider public IAM endpoint. However, you must manually reconcile permissions with new release images for every upgrade. You must also manually supply credentials for every component that requests them.

Additional resources

3.2. Manually create IAM

The Cloud Credential Operator (CCO) can be put into manual mode prior to installation in environments where the cloud identity and access management (IAM) APIs are not reachable, or the administrator prefers not to store an administrator-level credential secret in the cluster kube-system namespace.

Procedure

  1. Change to the directory that contains the installation program and create the install-config.yaml file by running the following command:

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

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

  2. Edit the install-config.yaml configuration file so that it contains the credentialsMode parameter set to Manual.

    Example install-config.yaml configuration file

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

    1
    This line is added to set the credentialsMode parameter to Manual.
  3. Generate the manifests by running the following command from the directory that contains the installation program:

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

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

  4. From the directory that contains the installation program, obtain details of the OpenShift Container Platform release image that your openshift-install binary is built to use by running the following command:

    $ openshift-install version

    Example output

    release image quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64

  5. Locate all CredentialsRequest objects in this release image that target the cloud you are deploying on by running the following command:

    $ oc adm release extract quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64 \
      --credentials-requests \
      --cloud=azure

    This command creates a YAML file for each CredentialsRequest object.

    Sample CredentialsRequest object

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AzureProviderSpec
        roleBindings:
        - role: Contributor
      ...

  6. Create YAML files for secrets in the openshift-install manifests directory that you generated previously. The secrets must be stored using the namespace and secret name defined in the spec.secretRef for each CredentialsRequest object.

    Sample CredentialsRequest object with secrets

    apiVersion: cloudcredential.openshift.io/v1
    kind: CredentialsRequest
    metadata:
      name: <component-credentials-request>
      namespace: openshift-cloud-credential-operator
      ...
    spec:
      providerSpec:
        apiVersion: cloudcredential.openshift.io/v1
        kind: AzureProviderSpec
        roleBindings:
        - role: Contributor
          ...
      secretRef:
        name: <component-secret>
        namespace: <component-namespace>
      ...

    Sample Secret object

    apiVersion: v1
    kind: Secret
    metadata:
      name: <component-secret>
      namespace: <component-namespace>
    data:
      azure_subscription_id: <base64_encoded_azure_subscription_id>
      azure_client_id: <base64_encoded_azure_client_id>
      azure_client_secret: <base64_encoded_azure_client_secret>
      azure_tenant_id: <base64_encoded_azure_tenant_id>
      azure_resource_prefix: <base64_encoded_azure_resource_prefix>
      azure_resourcegroup: <base64_encoded_azure_resourcegroup>
      azure_region: <base64_encoded_azure_region>

    Important

    The release image includes CredentialsRequest objects for Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set. You can identify these objects by their use of the release.openshift.io/feature-set: TechPreviewNoUpgrade annotation.

    • If you are not using any of these features, do not create secrets for these objects. Creating secrets for Technology Preview features that you are not using can cause the installation to fail.
    • If you are using any of these features, you must create secrets for the corresponding objects.
    • To find CredentialsRequest objects with the TechPreviewNoUpgrade annotation, run the following command:

      $ grep "release.openshift.io/feature-set" *

      Example output

      0000_30_capi-operator_00_credentials-request.yaml:  release.openshift.io/feature-set: TechPreviewNoUpgrade

  7. From the directory that contains the installation program, proceed with your cluster creation:

    $ openshift-install create cluster --dir <installation_directory>
    Important

    Before upgrading a cluster that uses manually maintained credentials, you must ensure that the CCO is in an upgradeable state.

3.3. Next steps

Chapter 4. Enabling user-managed encryption for Azure

In OpenShift Container Platform version 4.12, you can install a cluster with a user-managed encryption key in Azure. To enable this feature, you can prepare an Azure DiskEncryptionSet before installation, modify the install-config.yaml file, and then perform post-installation steps.

4.1. Preparing an Azure Disk Encryption Set

The OpenShift Container Platform installer can use an existing Disk Encryption Set with a user-managed key. To enable this feature, you can create a Disk Encryption Set in Azure and provide the key to the installer.

Procedure

  1. Set the following environment variables for the Azure resource group by running the following command:

    $ export RESOURCEGROUP="<resource_group>" \1
        LOCATION="<location>" 2
    1
    Specifies the name of the Azure resource group where you will create the Disk Encryption Set and encryption key. To avoid losing access to your keys after destroying the cluster, you should create the Disk Encryption Set in a different resource group than the resource group where you install the cluster.
    2
    Specifies the Azure location where you will create the resource group.
  2. Set the following environment variables for the Azure Key Vault and Disk Encryption Set by running the following command:

    $ export KEYVAULT_NAME="<keyvault_name>" \1
        KEYVAULT_KEY_NAME="<keyvault_key_name>" \2
        DISK_ENCRYPTION_SET_NAME="<disk_encryption_set_name>" 3
    1
    Specifies the name of the Azure Key Vault you will create.
    2
    Specifies the name of the encryption key you will create.
    3
    Specifies the name of the disk encryption set you will create.
  3. Set the environment variable for the ID of your Azure Service Principal by running the following command:

    $ export CLUSTER_SP_ID="<service_principal_id>" 1
    1
    Specifies the ID of the service principal you will use for this installation.
  4. Enable host-level encryption in Azure by running the following commands:

    $ az feature register --namespace "Microsoft.Compute" --name "EncryptionAtHost"
    $ az feature show --namespace Microsoft.Compute --name EncryptionAtHost
    $ az provider register -n Microsoft.Compute
  5. Create an Azure Resource Group to hold the disk encryption set and associated resources by running the following command:

    $ az group create --name $RESOURCEGROUP --location $LOCATION
  6. Create an Azure key vault by running the following command:

    $ az keyvault create -n $KEYVAULT_NAME -g $RESOURCEGROUP -l $LOCATION \
        --enable-purge-protection true
  7. Create an encryption key in the key vault by running the following command:

    $ az keyvault key create --vault-name $KEYVAULT_NAME -n $KEYVAULT_KEY_NAME \
        --protection software
  8. Capture the ID of the key vault by running the following command:

    $ KEYVAULT_ID=$(az keyvault show --name $KEYVAULT_NAME --query "[id]" -o tsv)
  9. Capture the key URL in the key vault by running the following command:

    $ KEYVAULT_KEY_URL=$(az keyvault key show --vault-name $KEYVAULT_NAME --name \
        $KEYVAULT_KEY_NAME --query "[key.kid]" -o tsv)
  10. Create a disk encryption set by running the following command:

    $ az disk-encryption-set create -n $DISK_ENCRYPTION_SET_NAME -l $LOCATION -g \
        $RESOURCEGROUP --source-vault $KEYVAULT_ID --key-url $KEYVAULT_KEY_URL
  11. Grant the DiskEncryptionSet resource access to the key vault by running the following commands:

    $ DES_IDENTITY=$(az disk-encryption-set show -n $DISK_ENCRYPTION_SET_NAME -g \
        $RESOURCEGROUP --query "[identity.principalId]" -o tsv)
    $ az keyvault set-policy -n $KEYVAULT_NAME -g $RESOURCEGROUP --object-id \
        $DES_IDENTITY --key-permissions wrapkey unwrapkey get
  12. Grant the Azure Service Principal permission to read the DiskEncryptionSet by running the following commands:

    $ DES_RESOURCE_ID=$(az disk-encryption-set show -n $DISK_ENCRYPTION_SET_NAME -g \
        $RESOURCEGROUP --query "[id]" -o tsv)
    $ az role assignment create --assignee $CLUSTER_SP_ID --role "<reader_role>" \1
        --scope $DES_RESOURCE_ID -o jsonc
    1
    Specifies an Azure role with read permissions to the disk encryption set. You can use the Owner role or a custom role with the necessary permissions.

4.2. Next steps

Chapter 5. Installing a cluster quickly on Azure

In OpenShift Container Platform version 4.12, you can install a cluster on Microsoft Azure that uses the default configuration options.

5.1. Prerequisites

5.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.12, you require access to the internet to install your cluster.

You must have internet access to:

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

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

5.3. Generating a key pair for cluster node SSH access

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

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

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

Important

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

Note

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

Procedure

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

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

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64, ppc64le, and s390x architectures. do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

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

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

    Note

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

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

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

      Example output

      Agent pid 31874

      Note

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

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

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

    Example output

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

Next steps

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

5.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on the host you are using for installation.

Prerequisites

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

Procedure

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

    Important

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

    Important

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

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

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

5.5. Deploying the cluster

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

Important

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

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Verify the cloud provider account on your host has the correct permissions to deploy the cluster. An account with incorrect permissions causes the installation process to fail with an error message that displays the missing permissions.

Procedure

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

    $ ./openshift-install create cluster --dir <installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the directory name to store the files that the installation program creates.
    2
    To view different installation details, specify warn, debug, or error instead of info.

    When specifying the directory:

    • Verify that the directory has the execute permission. This permission is required to run Terraform binaries under the installation directory.
    • Use an empty directory. Some installation assets, such as bootstrap X.509 certificates, have short expiration intervals, therefore you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.
  2. Provide values at the prompts:

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

      Note

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

    2. Select azure as the platform to target.
    3. If the installation program cannot locate the osServicePrincipal.json configuration file, which contains Microsoft Azure profile information, in the ~/.azure/ directory on your computer, the installer prompts you to specify the following Azure parameter values for your subscription and service principal.

      • azure subscription id: The subscription ID to use for the cluster. Specify the id value in your account output.
      • azure tenant id: The tenant ID. Specify the tenantId value in your account output.
      • azure service principal client id: The value of the appId parameter for the service principal.
      • azure service principal client secret: The value of the password parameter for the service principal.

        Important

        After you enter values for the previously listed parameters, the installation program creates a osServicePrincipal.json configuration file and stores this file in the ~/.azure/ directory on your computer. These actions ensure that the installation program can load the profile when it is creating an OpenShift Container Platform cluster on the target platform.

    4. Select the region to deploy the cluster to.
    5. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.
    6. Enter a descriptive name for your cluster.

      Important

      All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

    7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
    Note

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

Verification

When the cluster deployment completes successfully:

  • The terminal displays directions for accessing your cluster, including a link to the web console and credentials for the kubeadmin user.
  • Credential information also outputs to <installation_directory>/.openshift_install.log.
Important

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

Example output

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

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

5.6. Installing the OpenShift CLI by downloading the binary

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

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.12. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the architecture from the Product Variant drop-down list.
  3. Select the appropriate version from the Version drop-down list.
  4. Click Download Now next to the OpenShift v4.12 Linux Client entry and save the file.
  5. Unpack the archive:

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

    To check your PATH, execute the following command:

    $ echo $PATH

Verification

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

    $ oc <command>
Installing the OpenShift CLI on Windows

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version from the Version drop-down list.
  3. Click Download Now next to the OpenShift v4.12 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

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

    C:\> path

Verification

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

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

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version from the Version drop-down list.
  3. Click Download Now next to the OpenShift v4.12 macOS Client entry and save the file.

    Note

    For macOS arm64, choose the OpenShift v4.12 macOS arm64 Client entry.

  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

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

    $ echo $PATH

Verification

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

    $ oc <command>

5.7. Logging in to the cluster by using the CLI

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

Prerequisites

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

Procedure

  1. Export the kubeadmin credentials:

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

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

5.8. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.12, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager Hybrid Cloud Console.

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

Additional resources

5.9. Next steps

Chapter 6. Installing a cluster on Azure with customizations

In OpenShift Container Platform version 4.12, you can install a customized cluster on infrastructure that the installation program provisions on Microsoft Azure. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

6.1. Prerequisites

6.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.12, you require access to the internet to install your cluster.

You must have internet access to:

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

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

6.3. Generating a key pair for cluster node SSH access

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

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

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

Important

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

Note

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

Procedure

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

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

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64, ppc64le, and s390x architectures. do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

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

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

    Note

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

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

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

      Example output

      Agent pid 31874

      Note

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

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

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

    Example output

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

Next steps

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

6.4. Selecting an Azure Marketplace image

If you are deploying an OpenShift Container Platform cluster using the Azure Marketplace offering, you must first obtain the Azure Marketplace image. The installation program uses this image to deploy worker nodes. When obtaining your image, consider the following:

  • While the images are the same, the Azure Marketplace publisher is different depending on your region. If you are located in North America, specify redhat as the publisher. If you are located in EMEA, specify redhat-limited as the publisher.
  • The offer includes a rh-ocp-worker SKU and a rh-ocp-worker-gen1 SKU. The rh-ocp-worker SKU represents a Hyper-V generation version 2 VM image. The default instance types used in OpenShift Container Platform are version 2 compatible. If you plan 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.
Important

Installing images with the Azure marketplace is not supported on clusters with 64-bit ARM instances.

Prerequisites

  • You have installed the Azure CLI client (az).
  • Your Azure account is entitled for the offer and you have logged into this account with the Azure CLI client.

Procedure

  1. Display all of the available OpenShift Container Platform images by running one of the following commands:

    • North America:

      $  az vm image list --all --offer rh-ocp-worker --publisher redhat -o table

      Example output

      Offer          Publisher       Sku                 Urn                                                             Version
      -------------  --------------  ------------------  --------------------------------------------------------------  --------------
      rh-ocp-worker  RedHat          rh-ocp-worker       RedHat:rh-ocp-worker:rh-ocpworker:4.8.2021122100               4.8.2021122100
      rh-ocp-worker  RedHat          rh-ocp-worker-gen1  RedHat:rh-ocp-worker:rh-ocp-worker-gen1:4.8.2021122100         4.8.2021122100

    • EMEA:

      $  az vm image list --all --offer rh-ocp-worker --publisher redhat-limited -o table

      Example output

      Offer          Publisher       Sku                 Urn                                                             Version
      -------------  --------------  ------------------  --------------------------------------------------------------  --------------
      rh-ocp-worker  redhat-limited  rh-ocp-worker       redhat-limited:rh-ocp-worker:rh-ocp-worker:4.8.2021122100       4.8.2021122100
      rh-ocp-worker  redhat-limited  rh-ocp-worker-gen1  redhat-limited:rh-ocp-worker:rh-ocp-worker-gen1:4.8.2021122100  4.8.2021122100

    Note

    Regardless of the version of OpenShift Container Platform that you install, the correct version of the Azure Marketplace image to use is 4.8. If required, your VMs are automatically upgraded as part of the installation process.

  2. Inspect the image for your offer by running one of the following commands:

    • North America:

      $ az vm image show --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>
    • EMEA:

      $ az vm image show --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>
  3. Review the terms of the offer by running one of the following commands:

    • North America:

      $ az vm image terms show --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>
    • EMEA:

      $ az vm image terms show --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>
  4. Accept the terms of the offering by running one of the following commands:

    • North America:

      $ az vm image terms accept --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>
    • EMEA:

      $ az vm image terms accept --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>
  5. Record the image details of your offer. You must update the compute section in the install-config.yaml file with values for publisher, offer, sku, and version before deploying the cluster.

Sample install-config.yaml file with the Azure Marketplace worker nodes

apiVersion: v1
baseDomain: example.com
compute:
- hyperthreading: Enabled
  name: worker
  platform:
    azure:
      type: Standard_D4s_v5
      osImage:
        publisher: redhat
        offer: rh-ocp-worker
        sku: rh-ocp-worker
        version: 4.8.2021122100
  replicas: 3

6.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on the host you are using for installation.

Prerequisites

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

Procedure

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

    Important

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

    Important

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

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

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

6.6. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Microsoft Azure.

Prerequisites

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

Procedure

  1. Create the install-config.yaml file.

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

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

      When specifying the directory:

      • Verify that the directory has the execute permission. This permission is required to run Terraform binaries under the installation directory.
      • Use an empty directory. Some installation assets, such as bootstrap X.509 certificates, have short expiration intervals, therefore you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.
    2. At the prompts, provide the configuration details for your cloud:

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

        Note

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

      2. Select azure as the platform to target.
      3. If you do not have a Microsoft Azure profile stored on your computer, specify the following Azure parameter values for your subscription and service principal:

        • azure subscription id: The subscription ID to use for the cluster. Specify the id value in your account output.
        • azure tenant id: The tenant ID. Specify the tenantId value in your account output.
        • azure service principal client id: The value of the appId parameter for the service principal.
        • azure service principal client secret: The value of the password parameter for the service principal.
      4. Select the region to deploy the cluster to.
      5. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.
      6. Enter a descriptive name for your cluster.

        Important

        All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

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

6.6.1. Installation configuration parameters

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

Note

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

6.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 6.1. Required parameters
ParameterDescriptionValues

apiVersion

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

String

baseDomain

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

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

metadata

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

Object

metadata.name

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

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

platform

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

Object

pullSecret

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

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

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

Only IPv4 addresses are supported.

Note

Globalnet is not supported with Red Hat OpenShift Data Foundation disaster recovery solutions. For regional disaster recovery scenarios, ensure that you use a nonoverlapping range of private IP addresses for the cluster and service networks in each cluster.

Table 6.2. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

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

networking.networkType

The Red Hat OpenShift Networking network plugin to install.

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

networking.clusterNetwork

The IP address blocks for pods.

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

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

An array of objects. For example:

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

networking.clusterNetwork.cidr

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

An IPv4 network.

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

networking.clusterNetwork.hostPrefix

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

A subnet prefix.

The default value is 23.

networking.serviceNetwork

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

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

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

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

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

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

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

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

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

6.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 6.3. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

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

String

capabilities

Controls the installation of optional core cluster components. You can reduce the footprint of your OpenShift Container Platform cluster by disabling optional components. For more information, see the "Cluster capabilities" page in Installing.

String array

capabilities.baselineCapabilitySet

Selects an initial set of optional capabilities to enable. Valid values are None, v4.11, v4.12 and vCurrent. The default value is vCurrent.

String

capabilities.additionalEnabledCapabilities

Extends the set of optional capabilities beyond what you specify in baselineCapabilitySet. You may specify multiple capabilities in this parameter.

String array

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. Not all installation options support the 64-bit ARM architecture. To verify if your installation option is supported on your platform, see Supported installation methods for different platforms in Selecting a cluster installation method and preparing it for users.

String

compute.hyperthreading

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

Important

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

Enabled or Disabled

compute.name

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

worker

compute.platform

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

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

compute.replicas

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

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

featureSet

Enables the cluster for a feature set. A feature set is a collection of OpenShift Container Platform features that are not enabled by default. For more information about enabling a feature set during installation, see "Enabling features using feature gates".

String. The name of the feature set to enable, such as TechPreviewNoUpgrade.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. Not all installation options support the 64-bit ARM architecture. To verify if your installation option is supported on your platform, see Supported installation methods for different platforms in Selecting a cluster installation method and preparing it for users.

String

controlPlane.hyperthreading

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

Important

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

Enabled or Disabled

controlPlane.name

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

master

controlPlane.platform

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

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

controlPlane.replicas

The number of control plane machines to provision.

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

credentialsMode

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

Note

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

Note

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

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

fips

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

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64, ppc64le, and s390x architectures.

Note

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

false or true

imageContentSources

Sources and repositories for the release-image content.

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

imageContentSources.source

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

String

imageContentSources.mirrors

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

Array of strings

publish

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

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key to authenticate access to your cluster machines.

Note

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

For example, sshKey: ssh-ed25519 AAAA...

6.6.1.4. Additional Azure configuration parameters

Additional Azure configuration parameters are described in the following table.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

Table 6.4. Additional Azure parameters
ParameterDescriptionValues

compute.platform.azure.encryptionAtHost

Enables host-level encryption for compute machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached and un-managed disks on the VM host. This is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS, premium_LRS, or standardSSD_LRS. The default is premium_LRS.

compute.platform.azure.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on compute nodes. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

compute.platform.azure.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. This resource group should be different from the resource group where you install the cluster to avoid deleting your Azure encryption key when the cluster is destroyed. This value is only necessary if you intend to install the cluster with user-managed disk encryption.

String, for example production_encryption_resource_group.

compute.platform.azure.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example production_disk_encryption_set.

compute.platform.azure.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt compute machines.

String, in the format 00000000-0000-0000-0000-000000000000.

compute.platform.azure.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance. If instance type of compute machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Accelerated or Basic.

compute.platform.azure.type

Defines the Azure instance type for compute machines.

String

compute.platform.azure.zones

The availability zones where the installation program creates compute machines.

String list

controlPlane.platform.azure.type

Defines the Azure instance type for control plane machines.

String

controlPlane.platform.azure.zones

The availability zones where the installation program creates control plane machines.

String list

platform.azure.defaultMachinePlatform.encryptionAtHost

Enables host-level encryption for compute machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached, and un-managed disks on the VM host. This parameter is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example, production_disk_encryption_set.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. To avoid deleting your Azure encryption key when the cluster is destroyed, this resource group must be different from the resource group where you install the cluster. This value is necessary only if you intend to install the cluster with user-managed disk encryption.

String, for example, production_encryption_resource_group.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt compute machines.

String, in the format 00000000-0000-0000-0000-000000000000.

platform.azure.defaultMachinePlatform.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

platform.azure.defaultMachinePlatform.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

platform.azure.defaultMachinePlatform.type

The Azure instance type for control plane and compute machines.

The Azure instance type.

platform.azure.defaultMachinePlatform.zones

The availability zones where the installation program creates compute and control plane machines.

String list.

controlPlane.platform.azure.encryptionAtHost

Enables host-level encryption for control plane machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached and un-managed disks on the VM host. This is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

controlPlane.platform.azure.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. This resource group should be different from the resource group where you install the cluster to avoid deleting your Azure encryption key when the cluster is destroyed. This value is only necessary if you intend to install the cluster with user-managed disk encryption.

String, for example production_encryption_resource_group.

controlPlane.platform.azure.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example production_disk_encryption_set.

controlPlane.platform.azure.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt control plane machines.

String, in the format 00000000-0000-0000-0000-000000000000.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

controlPlane.platform.azure.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on control plane machines. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

controlPlane.platform.azure.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance. If instance type of control plane machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Accelerated or Basic.

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.region

The name of the Azure region that hosts your cluster.

Any valid region name, such as centralus.

platform.azure.zone

List of availability zones to place machines in. For high availability, specify at least two zones.

List of zones, for example ["1", "2", "3"].

platform.azure.defaultMachinePlatform.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on control plane and compute machines. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

platform.azure.networkResourceGroupName

The name of the resource group that contains the existing VNet that you want to deploy your cluster to. This name cannot be the same as the platform.azure.baseDomainResourceGroupName.

String.

platform.azure.virtualNetwork

The name of the existing VNet that you want to deploy your cluster to.

String.

platform.azure.controlPlaneSubnet

The name of the existing subnet in your VNet that you want to deploy your control plane machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.computeSubnet

The name of the existing subnet in your VNet that you want to deploy your compute machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints. If empty, the default value AzurePublicCloud is used.

Any valid cloud environment, such as AzurePublicCloud or AzureUSGovernmentCloud.

platform.azure.defaultMachinePlatform.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance.

Accelerated or Basic. If instance type of control plane and compute machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Note

You cannot customize Azure Availability Zones or Use tags to organize your Azure resources with an Azure cluster.

6.6.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 6.5. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageInput/Output Per Second (IOPS)[2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.6 and later [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines that have the premiumIO parameter set to true.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

Additional resources

6.6.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 6.1. Machine types based on 64-bit x86 architecture

  • standardBasv2Family
  • standardBSFamily
  • standardBsv2Family
  • standardDADSv5Family
  • standardDASv4Family
  • standardDASv5Family
  • standardDCACCV5Family
  • standardDCADCCV5Family
  • standardDCADSv5Family
  • standardDCASv5Family
  • standardDCSv3Family
  • standardDCSv2Family
  • standardDDCSv3Family
  • standardDDSv4Family
  • standardDDSv5Family
  • standardDLDSv5Family
  • standardDLSv5Family
  • standardDSFamily
  • standardDSv2Family
  • standardDSv2PromoFamily
  • standardDSv3Family
  • standardDSv4Family
  • standardDSv5Family
  • standardEADSv5Family
  • standardEASv4Family
  • standardEASv5Family
  • standardEBDSv5Family
  • standardEBSv5Family
  • standardECACCV5Family
  • standardECADCCV5Family
  • standardECADSv5Family
  • standardECASv5Family
  • standardEDSv4Family
  • standardEDSv5Family
  • standardEIADSv5Family
  • standardEIASv4Family
  • standardEIASv5Family
  • standardEIBDSv5Family
  • standardEIBSv5Family
  • standardEIDSv5Family
  • standardEISv3Family
  • standardEISv5Family
  • standardESv3Family
  • standardESv4Family
  • standardESv5Family
  • standardFXMDVSFamily
  • standardFSFamily
  • standardFSv2Family
  • standardGSFamily
  • standardHBrsv2Family
  • standardHBSFamily
  • standardHBv4Family
  • standardHCSFamily
  • standardHXFamily
  • standardLASv3Family
  • standardLSFamily
  • standardLSv2Family
  • standardLSv3Family
  • standardMDSHighMemoryv3Family
  • standardMDSMediumMemoryv2Family
  • standardMDSMediumMemoryv3Family
  • standardMIDSHighMemoryv3Family
  • standardMIDSMediumMemoryv2Family
  • standardMISHighMemoryv3Family
  • standardMISMediumMemoryv2Family
  • standardMSFamily
  • standardMSHighMemoryv3Family
  • standardMSMediumMemoryv2Family
  • standardMSMediumMemoryv3Family
  • StandardNCADSA100v4Family
  • Standard NCASv3_T4 Family
  • standardNCSv3Family
  • standardNDSv2Family
  • StandardNGADSV620v1Family
  • standardNPSFamily
  • StandardNVADSA10v5Family
  • standardNVSv3Family
  • standardXEISv4Family

6.6.4. Tested instance types for Azure on 64-bit ARM infrastructures

The following Microsoft Azure ARM64 instance types have been tested with OpenShift Container Platform.

Example 6.2. Machine types based on 64-bit ARM architecture

  • standardBpsv2Family
  • standardDPSv5Family
  • standardDPDSv5Family
  • standardDPLDSv5Family
  • standardDPLSv5Family
  • standardEPSv5Family
  • standardEPDSv5Family

6.6.5. Sample customized install-config.yaml file for Azure

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2
  hyperthreading: Enabled 3 4
  name: master
  platform:
    azure:
      encryptionAtHost: true
      ultraSSDCapability: Enabled
      osDisk:
        diskSizeGB: 1024 5
        diskType: Premium_LRS
        diskEncryptionSet:
          resourceGroup: disk_encryption_set_resource_group
          name: disk_encryption_set_name
          subscriptionId: secondary_subscription_id
      type: Standard_D8s_v3
  replicas: 3
compute: 6
- hyperthreading: Enabled 7
  name: worker
  platform:
    azure:
      ultraSSDCapability: Enabled
      type: Standard_D2s_v3
      encryptionAtHost: true
      osDisk:
        diskSizeGB: 512 8
        diskType: Standard_LRS
        diskEncryptionSet:
          resourceGroup: disk_encryption_set_resource_group
          name: disk_encryption_set_name
          subscriptionId: secondary_subscription_id
      zones: 9
      - "1"
      - "2"
      - "3"
  replicas: 5
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OVNKubernetes 11
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    defaultMachinePlatform:
      ultraSSDCapability: Enabled
    baseDomainResourceGroupName: resource_group 12
    region: centralus 13
    resourceGroupName: existing_resource_group 14
    outboundType: Loadbalancer
    cloudName: AzurePublicCloud
pullSecret: '{"auths": ...}' 15
fips: false 16
sshKey: ssh-ed25519 AAAA... 17
1 10 13 15
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger virtual machine types, such as Standard_D8s_v3, for your machines if you disable simultaneous multithreading.

5 8
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
9
Specify a list of zones to deploy your machines to. For high availability, specify at least two zones.
11
The cluster network plugin to install. The supported values are OVNKubernetes and OpenShiftSDN. The default value is OVNKubernetes.
12
Specify the name of the resource group that contains the DNS zone for your base domain.
14
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
16
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64, ppc64le, and s390x architectures.

17
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

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

6.6.6. Configuring the cluster-wide proxy during installation

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

Prerequisites

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

    Note

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

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

Procedure

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

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    additionalTrustBundlePolicy: <policy_to_add_additionalTrustBundle> 5
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    5
    Optional: The policy to determine the configuration of the Proxy object to reference the user-ca-bundle config map in the trustedCA field. The allowed values are Proxyonly and Always. Use Proxyonly to reference the user-ca-bundle config map only when http/https proxy is configured. Use Always to always reference the user-ca-bundle config map. The default value is Proxyonly.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

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

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

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

Note

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

Additional resources

6.7. Deploying the cluster

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

Important

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

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Verify the cloud provider account on your host has the correct permissions to deploy the cluster. An account with incorrect permissions causes the installation process to fail with an error message that displays the missing permissions.

Procedure

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

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

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

Verification

When the cluster deployment completes successfully:

  • The terminal displays directions for accessing your cluster, including a link to the web console and credentials for the kubeadmin user.
  • Credential information also outputs to <installation_directory>/.openshift_install.log.
Important

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

Example output

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

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

6.8. Finalizing user-managed encryption after installation

If you installed OpenShift Container Platform using a user-managed encryption key, you can complete the installation by creating a new storage class and granting write permissions to the Azure cluster resource group.

Procedure

  1. Obtain the identity of the cluster resource group used by the installer:

    1. If you specified an existing resource group in install-config.yaml, obtain its Azure identity by running the following command:

      $ az identity list --resource-group "<existing_resource_group>"
    2. If you did not specify a existing resource group in install-config.yaml, locate the resource group that the installer created, and then obtain its Azure identity by running the following commands:

      $ az group list
      $ az identity list --resource-group "<installer_created_resource_group>"
  2. Grant a role assignment to the cluster resource group so that it can write to the Disk Encryption Set by running the following command:

    $ az role assignment create --role "<privileged_role>" \1
        --assignee "<resource_group_identity>" 2
    1
    Specifies an Azure role that has read/write permissions to the disk encryption set. You can use the Owner role or a custom role with the necessary permissions.
    2
    Specifies the identity of the cluster resource group.
  3. Obtain the id of the disk encryption set you created prior to installation by running the following command:

    $ az disk-encryption-set show -n <disk_encryption_set_name> \1
         --resource-group <resource_group_name> 2
    1
    Specifies the name of the disk encryption set.
    2
    Specifies the resource group that contains the disk encryption set. The id is in the format of "/subscriptions/…​/resourceGroups/…​/providers/Microsoft.Compute/diskEncryptionSets/…​".
  4. Obtain the identity of the cluster service principal by running the following command:

    $ az identity show -g <cluster_resource_group> \1
         -n <cluster_service_principal_name> \2
         --query principalId --out tsv
    1
    Specifies the name of the cluster resource group created by the installation program.
    2
    Specifies the name of the cluster service principal created by the installation program. The identity is in the format of 12345678-1234-1234-1234-1234567890.
  5. Create a role assignment that grants the cluster service principal necessary privileges to the disk encryption set by running the following command:

    $ az role assignment create --assignee <cluster_service_principal_id> \1
         --role <privileged_role> \2
         --scope <disk_encryption_set_id> \3
    1
    Specifies the ID of the cluster service principal obtained in the previous step.
    2
    Specifies the Azure role name. You can use the Contributor role or a custom role with the necessary permissions.
    3
    Specifies the ID of the disk encryption set.
  6. Create a storage class that uses the user-managed disk encryption set:

    1. Save the following storage class definition to a file, for example storage-class-definition.yaml:

      kind: StorageClass
      apiVersion: storage.k8s.io/v1
      metadata:
        name: managed-premium
      provisioner: kubernetes.io/azure-disk
      parameters:
        skuname: Premium_LRS
        kind: Managed
        diskEncryptionSetID: "<disk_encryption_set_ID>" 1
        resourceGroup: "<resource_group_name>" 2
      reclaimPolicy: Delete
      allowVolumeExpansion: true
      volumeBindingMode: WaitForFirstConsumer
      1
      Specifies the ID of the disk encryption set that you created in the prerequisite steps, for example "/subscriptions/xxxxxx-xxxxx-xxxxx/resourceGroups/test-encryption/providers/Microsoft.Compute/diskEncryptionSets/disk-encryption-set-xxxxxx".
      2
      Specifies the name of the resource group used by the installer. This is the same resource group from the first step.
    2. Create the storage class managed-premium from the file you created by running the following command:

      $ oc create -f storage-class-definition.yaml
  7. Select the managed-premium storage class when you create persistent volumes to use encrypted storage.

6.9. Installing the OpenShift CLI by downloading the binary

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

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.12. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the architecture from the Product Variant drop-down list.
  3. Select the appropriate version from the Version drop-down list.
  4. Click Download Now next to the OpenShift v4.12 Linux Client entry and save the file.
  5. Unpack the archive:

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

    To check your PATH, execute the following command:

    $ echo $PATH

Verification

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

    $ oc <command>
Installing the OpenShift CLI on Windows

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version from the Version drop-down list.
  3. Click Download Now next to the OpenShift v4.12 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

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

    C:\> path

Verification

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

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

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version from the Version drop-down list.
  3. Click Download Now next to the OpenShift v4.12 macOS Client entry and save the file.

    Note

    For macOS arm64, choose the OpenShift v4.12 macOS arm64 Client entry.

  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

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

    $ echo $PATH

Verification

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

    $ oc <command>

6.10. Logging in to the cluster by using the CLI

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

Prerequisites

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

Procedure

  1. Export the kubeadmin credentials:

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

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

6.11. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.12, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager Hybrid Cloud Console.

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

Additional resources

6.12. Next steps

Chapter 7. Installing a cluster on Azure with network customizations

In OpenShift Container Platform version 4.12, you can install a cluster with a customized network configuration on infrastructure that the installation program provisions on Microsoft Azure. By customizing your network configuration, your cluster can coexist with existing IP address allocations in your environment and integrate with existing MTU and VXLAN configurations.

You must set most of the network configuration parameters during installation, and you can modify only kubeProxy configuration parameters in a running cluster.

7.1. Prerequisites

7.2. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.12, you require access to the internet to install your cluster.

You must have internet access to:

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

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

7.3. Generating a key pair for cluster node SSH access

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

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

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

Important

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

Note

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

Procedure

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

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

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64, ppc64le, and s390x architectures. do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

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

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

    Note

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

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

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

      Example output

      Agent pid 31874

      Note

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

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

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

    Example output

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

Next steps

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

7.4. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on the host you are using for installation.

Prerequisites

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

Procedure

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

    Important

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

    Important

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

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

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

7.5. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Microsoft Azure.

Prerequisites

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

Procedure

  1. Create the install-config.yaml file.

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

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

      When specifying the directory:

      • Verify that the directory has the execute permission. This permission is required to run Terraform binaries under the installation directory.
      • Use an empty directory. Some installation assets, such as bootstrap X.509 certificates, have short expiration intervals, therefore you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.
    2. At the prompts, provide the configuration details for your cloud:

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

        Note

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

      2. Select azure as the platform to target.
      3. If you do not have a Microsoft Azure profile stored on your computer, specify the following Azure parameter values for your subscription and service principal:

        • azure subscription id: The subscription ID to use for the cluster. Specify the id value in your account output.
        • azure tenant id: The tenant ID. Specify the tenantId value in your account output.
        • azure service principal client id: The value of the appId parameter for the service principal.
        • azure service principal client secret: The value of the password parameter for the service principal.
      4. Select the region to deploy the cluster to.
      5. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.
      6. Enter a descriptive name for your cluster.

        Important

        All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

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

7.5.1. Installation configuration parameters

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

Note

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

7.5.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 7.1. Required parameters
ParameterDescriptionValues

apiVersion

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

String

baseDomain

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

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

metadata

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

Object

metadata.name

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

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

platform

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

Object

pullSecret

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

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

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

Only IPv4 addresses are supported.

Note

Globalnet is not supported with Red Hat OpenShift Data Foundation disaster recovery solutions. For regional disaster recovery scenarios, ensure that you use a nonoverlapping range of private IP addresses for the cluster and service networks in each cluster.

Table 7.2. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

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

networking.networkType

The Red Hat OpenShift Networking network plugin to install.

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

networking.clusterNetwork

The IP address blocks for pods.

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

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

An array of objects. For example:

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

networking.clusterNetwork.cidr

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

An IPv4 network.

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

networking.clusterNetwork.hostPrefix

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

A subnet prefix.

The default value is 23.

networking.serviceNetwork

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

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

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

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

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

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

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

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

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

7.5.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 7.3. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

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

String

capabilities

Controls the installation of optional core cluster components. You can reduce the footprint of your OpenShift Container Platform cluster by disabling optional components. For more information, see the "Cluster capabilities" page in Installing.

String array

capabilities.baselineCapabilitySet

Selects an initial set of optional capabilities to enable. Valid values are None, v4.11, v4.12 and vCurrent. The default value is vCurrent.

String

capabilities.additionalEnabledCapabilities

Extends the set of optional capabilities beyond what you specify in baselineCapabilitySet. You may specify multiple capabilities in this parameter.

String array

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. Not all installation options support the 64-bit ARM architecture. To verify if your installation option is supported on your platform, see Supported installation methods for different platforms in Selecting a cluster installation method and preparing it for users.

String

compute.hyperthreading

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

Important

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

Enabled or Disabled

compute.name

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

worker

compute.platform

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

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

compute.replicas

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

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

featureSet

Enables the cluster for a feature set. A feature set is a collection of OpenShift Container Platform features that are not enabled by default. For more information about enabling a feature set during installation, see "Enabling features using feature gates".

String. The name of the feature set to enable, such as TechPreviewNoUpgrade.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. Not all installation options support the 64-bit ARM architecture. To verify if your installation option is supported on your platform, see Supported installation methods for different platforms in Selecting a cluster installation method and preparing it for users.

String

controlPlane.hyperthreading

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

Important

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

Enabled or Disabled

controlPlane.name

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

master

controlPlane.platform

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

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

controlPlane.replicas

The number of control plane machines to provision.

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

credentialsMode

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

Note

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

Note

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

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

fips

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

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64, ppc64le, and s390x architectures.

Note

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

false or true

imageContentSources

Sources and repositories for the release-image content.

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

imageContentSources.source

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

String

imageContentSources.mirrors

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

Array of strings

publish

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

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key to authenticate access to your cluster machines.

Note

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

For example, sshKey: ssh-ed25519 AAAA...

7.5.1.4. Additional Azure configuration parameters

Additional Azure configuration parameters are described in the following table.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

Table 7.4. Additional Azure parameters
ParameterDescriptionValues

compute.platform.azure.encryptionAtHost

Enables host-level encryption for compute machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached and un-managed disks on the VM host. This is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS, premium_LRS, or standardSSD_LRS. The default is premium_LRS.

compute.platform.azure.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on compute nodes. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

compute.platform.azure.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. This resource group should be different from the resource group where you install the cluster to avoid deleting your Azure encryption key when the cluster is destroyed. This value is only necessary if you intend to install the cluster with user-managed disk encryption.

String, for example production_encryption_resource_group.

compute.platform.azure.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example production_disk_encryption_set.

compute.platform.azure.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt compute machines.

String, in the format 00000000-0000-0000-0000-000000000000.

compute.platform.azure.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance. If instance type of compute machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Accelerated or Basic.

compute.platform.azure.type

Defines the Azure instance type for compute machines.

String

compute.platform.azure.zones

The availability zones where the installation program creates compute machines.

String list

controlPlane.platform.azure.type

Defines the Azure instance type for control plane machines.

String

controlPlane.platform.azure.zones

The availability zones where the installation program creates control plane machines.

String list

platform.azure.defaultMachinePlatform.encryptionAtHost

Enables host-level encryption for compute machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached, and un-managed disks on the VM host. This parameter is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example, production_disk_encryption_set.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. To avoid deleting your Azure encryption key when the cluster is destroyed, this resource group must be different from the resource group where you install the cluster. This value is necessary only if you intend to install the cluster with user-managed disk encryption.

String, for example, production_encryption_resource_group.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt compute machines.

String, in the format 00000000-0000-0000-0000-000000000000.

platform.azure.defaultMachinePlatform.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

platform.azure.defaultMachinePlatform.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

platform.azure.defaultMachinePlatform.type

The Azure instance type for control plane and compute machines.

The Azure instance type.

platform.azure.defaultMachinePlatform.zones

The availability zones where the installation program creates compute and control plane machines.

String list.

controlPlane.platform.azure.encryptionAtHost

Enables host-level encryption for control plane machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached and un-managed disks on the VM host. This is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

controlPlane.platform.azure.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. This resource group should be different from the resource group where you install the cluster to avoid deleting your Azure encryption key when the cluster is destroyed. This value is only necessary if you intend to install the cluster with user-managed disk encryption.

String, for example production_encryption_resource_group.

controlPlane.platform.azure.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example production_disk_encryption_set.

controlPlane.platform.azure.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt control plane machines.

String, in the format 00000000-0000-0000-0000-000000000000.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

controlPlane.platform.azure.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on control plane machines. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

controlPlane.platform.azure.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance. If instance type of control plane machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Accelerated or Basic.

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.region

The name of the Azure region that hosts your cluster.

Any valid region name, such as centralus.

platform.azure.zone

List of availability zones to place machines in. For high availability, specify at least two zones.

List of zones, for example ["1", "2", "3"].

platform.azure.defaultMachinePlatform.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on control plane and compute machines. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

platform.azure.networkResourceGroupName

The name of the resource group that contains the existing VNet that you want to deploy your cluster to. This name cannot be the same as the platform.azure.baseDomainResourceGroupName.

String.

platform.azure.virtualNetwork

The name of the existing VNet that you want to deploy your cluster to.

String.

platform.azure.controlPlaneSubnet

The name of the existing subnet in your VNet that you want to deploy your control plane machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.computeSubnet

The name of the existing subnet in your VNet that you want to deploy your compute machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints. If empty, the default value AzurePublicCloud is used.

Any valid cloud environment, such as AzurePublicCloud or AzureUSGovernmentCloud.

platform.azure.defaultMachinePlatform.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance.

Accelerated or Basic. If instance type of control plane and compute machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Note

You cannot customize Azure Availability Zones or Use tags to organize your Azure resources with an Azure cluster.

7.5.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 7.5. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageInput/Output Per Second (IOPS)[2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.6 and later [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines that have the premiumIO parameter set to true.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

Additional resources

7.5.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 7.1. Machine types based on 64-bit x86 architecture

  • standardBasv2Family
  • standardBSFamily
  • standardBsv2Family
  • standardDADSv5Family
  • standardDASv4Family
  • standardDASv5Family
  • standardDCACCV5Family
  • standardDCADCCV5Family
  • standardDCADSv5Family
  • standardDCASv5Family
  • standardDCSv3Family
  • standardDCSv2Family
  • standardDDCSv3Family
  • standardDDSv4Family
  • standardDDSv5Family
  • standardDLDSv5Family
  • standardDLSv5Family
  • standardDSFamily
  • standardDSv2Family
  • standardDSv2PromoFamily
  • standardDSv3Family
  • standardDSv4Family
  • standardDSv5Family
  • standardEADSv5Family
  • standardEASv4Family
  • standardEASv5Family
  • standardEBDSv5Family
  • standardEBSv5Family
  • standardECACCV5Family
  • standardECADCCV5Family
  • standardECADSv5Family
  • standardECASv5Family
  • standardEDSv4Family
  • standardEDSv5Family
  • standardEIADSv5Family
  • standardEIASv4Family
  • standardEIASv5Family
  • standardEIBDSv5Family
  • standardEIBSv5Family
  • standardEIDSv5Family
  • standardEISv3Family
  • standardEISv5Family
  • standardESv3Family
  • standardESv4Family
  • standardESv5Family
  • standardFXMDVSFamily
  • standardFSFamily
  • standardFSv2Family
  • standardGSFamily
  • standardHBrsv2Family
  • standardHBSFamily
  • standardHBv4Family
  • standardHCSFamily
  • standardHXFamily
  • standardLASv3Family
  • standardLSFamily
  • standardLSv2Family
  • standardLSv3Family
  • standardMDSHighMemoryv3Family
  • standardMDSMediumMemoryv2Family
  • standardMDSMediumMemoryv3Family
  • standardMIDSHighMemoryv3Family
  • standardMIDSMediumMemoryv2Family
  • standardMISHighMemoryv3Family
  • standardMISMediumMemoryv2Family
  • standardMSFamily
  • standardMSHighMemoryv3Family
  • standardMSMediumMemoryv2Family
  • standardMSMediumMemoryv3Family
  • StandardNCADSA100v4Family
  • Standard NCASv3_T4 Family
  • standardNCSv3Family
  • standardNDSv2Family
  • StandardNGADSV620v1Family
  • standardNPSFamily
  • StandardNVADSA10v5Family
  • standardNVSv3Family
  • standardXEISv4Family

7.5.4. Tested instance types for Azure on 64-bit ARM infrastructures

The following Microsoft Azure ARM64 instance types have been tested with OpenShift Container Platform.

Example 7.2. Machine types based on 64-bit ARM architecture

  • standardBpsv2Family
  • standardDPSv5Family
  • standardDPDSv5Family
  • standardDPLDSv5Family
  • standardDPLSv5Family
  • standardEPSv5Family
  • standardEPDSv5Family

7.5.5. Sample customized install-config.yaml file for Azure

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2
  hyperthreading: Enabled 3 4
  name: master
  platform:
    azure:
      encryptionAtHost: true
      ultraSSDCapability: Enabled
      osDisk:
        diskSizeGB: 1024 5
        diskType: Premium_LRS
        diskEncryptionSet:
          resourceGroup: disk_encryption_set_resource_group
          name: disk_encryption_set_name
          subscriptionId: secondary_subscription_id
      type: Standard_D8s_v3
  replicas: 3
compute: 6
- hyperthreading: Enabled 7
  name: worker
  platform:
    azure:
      ultraSSDCapability: Enabled
      type: Standard_D2s_v3
      encryptionAtHost: true
      osDisk:
        diskSizeGB: 512 8
        diskType: Standard_LRS
        diskEncryptionSet:
          resourceGroup: disk_encryption_set_resource_group
          name: disk_encryption_set_name
          subscriptionId: secondary_subscription_id
      zones: 9
      - "1"
      - "2"
      - "3"
  replicas: 5
metadata:
  name: test-cluster 10
networking: 11
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OVNKubernetes 12
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    defaultMachinePlatform:
      ultraSSDCapability: Enabled
    baseDomainResourceGroupName: resource_group 13
    region: centralus 14
    resourceGroupName: existing_resource_group 15
    outboundType: Loadbalancer
    cloudName: AzurePublicCloud
pullSecret: '{"auths": ...}' 16
fips: false 17
sshKey: ssh-ed25519 AAAA... 18
1 10 14 16
Required. The installation program prompts you for this value.
2 6 11
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger virtual machine types, such as Standard_D8s_v3, for your machines if you disable simultaneous multithreading.

5 8
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
9
Specify a list of zones to deploy your machines to. For high availability, specify at least two zones.
12
The cluster network plugin to install. The supported values are OVNKubernetes and OpenShiftSDN. The default value is OVNKubernetes.
13
Specify the name of the resource group that contains the DNS zone for your base domain.
15
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
17
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64, ppc64le, and s390x architectures.

18
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

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

7.5.6. Configuring the cluster-wide proxy during installation

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

Prerequisites

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

    Note

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

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

Procedure

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

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    additionalTrustBundlePolicy: <policy_to_add_additionalTrustBundle> 5
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    5
    Optional: The policy to determine the configuration of the Proxy object to reference the user-ca-bundle config map in the trustedCA field. The allowed values are Proxyonly and Always. Use Proxyonly to reference the user-ca-bundle config map only when http/https proxy is configured. Use Always to always reference the user-ca-bundle config map. The default value is Proxyonly.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

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

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

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

Note

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

7.6. Network configuration phases

There are two phases prior to OpenShift Container Platform installation where you can customize the network configuration.

Phase 1

You can customize the following network-related fields in the install-config.yaml file before you create the manifest files:

  • networking.networkType
  • networking.clusterNetwork
  • networking.serviceNetwork
  • networking.machineNetwork

    For more information on these fields, refer to Installation configuration parameters.

    Note

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

    Important

    The CIDR range 172.17.0.0/16 is reserved by libVirt. You cannot use this range or any range that overlaps with this range for any networks in your cluster.

Phase 2
After creating the manifest files by running openshift-install create manifests, you can define a customized Cluster Network Operator manifest with only the fields you want to modify. You can use the manifest to specify advanced network configuration.

You cannot override the values specified in phase 1 in the install-config.yaml file during phase 2. However, you can further customize the network plugin during phase 2.

7.7. Specifying advanced network configuration

You can use advanced network configuration for your network plugin to integrate your cluster into your existing network environment. You can specify advanced network configuration only before you install the cluster.

Important

Customizing your network configuration by modifying the OpenShift Container Platform manifest files created by the installation program is not supported. Applying a manifest file that you create, as in the following procedure, is supported.

Prerequisites

  • You have created the install-config.yaml file and completed any modifications to it.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

    $ ./openshift-install create manifests --dir <installation_directory> 1
    1
    <installation_directory> specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
  3. Specify the advanced network configuration for your cluster in the cluster-network-03-config.yml file, such as in the following examples:

    Specify a different VXLAN port for the OpenShift SDN network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        openshiftSDNConfig:
          vxlanPort: 4800

    Enable IPsec for the OVN-Kubernetes network provider

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          ipsecConfig: {}

  4. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program consumes the manifests/ directory when you create the Ignition config files.

7.8. Cluster Network Operator configuration

The configuration for the cluster network is specified as part of the Cluster Network Operator (CNO) configuration and stored in a custom resource (CR) object that is named cluster. The CR specifies the fields for the Network API in the operator.openshift.io API group.

The CNO configuration inherits the following fields during cluster installation from the Network API in the Network.config.openshift.io API group and these fields cannot be changed:

clusterNetwork
IP address pools from which pod IP addresses are allocated.
serviceNetwork
IP address pool for services.
defaultNetwork.type
Cluster network plugin, such as OpenShift SDN or OVN-Kubernetes.

You can specify the cluster network plugin configuration for your cluster by setting the fields for the defaultNetwork object in the CNO object named cluster.

7.8.1. Cluster Network Operator configuration object

The fields for the Cluster Network Operator (CNO) are described in the following table:

Table 7.6. Cluster Network Operator configuration object
FieldTypeDescription

metadata.name

string

The name of the CNO object. This name is always cluster.

spec.clusterNetwork

array

A list specifying the blocks of IP addresses from which pod IP addresses are allocated and the subnet prefix length assigned to each individual node in the cluster. For example:

spec:
  clusterNetwork:
  - cidr: 10.128.0.0/19
    hostPrefix: 23
  - cidr: 10.128.32.0/19
    hostPrefix: 23

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.serviceNetwork

array

A block of IP addresses for services. The OpenShift SDN and OVN-Kubernetes network plugins support only a single IP address block for the service network. For example:

spec:
  serviceNetwork:
  - 172.30.0.0/14

You can customize this field only in the install-config.yaml file before you create the manifests. The value is read-only in the manifest file.

spec.defaultNetwork

object

Configures the network plugin for the cluster network.

spec.kubeProxyConfig

object

The fields for this object specify the kube-proxy configuration. If you are using the OVN-Kubernetes cluster network plugin, the kube-proxy configuration has no effect.

defaultNetwork object configuration

The values for the defaultNetwork object are defined in the following table:

Table 7.7. defaultNetwork object
FieldTypeDescription

type

string

Either OpenShiftSDN or OVNKubernetes. The Red Hat OpenShift Networking network plugin is selected during installation. This value cannot be changed after cluster installation.

Note

OpenShift Container Platform uses the OVN-Kubernetes network plugin by default.

openshiftSDNConfig

object

This object is only valid for the OpenShift SDN network plugin.

ovnKubernetesConfig

object

This object is only valid for the OVN-Kubernetes network plugin.

Configuration for the OpenShift SDN network plugin

The following table describes the configuration fields for the OpenShift SDN network plugin:

Table 7.8. openshiftSDNConfig object
FieldTypeDescription

mode

string

Configures the network isolation mode for OpenShift SDN. The default value is NetworkPolicy.

The values Multitenant and Subnet are available for backwards compatibility with OpenShift Container Platform 3.x but are not recommended. This value cannot be changed after cluster installation.

mtu

integer

The maximum transmission unit (MTU) for the VXLAN overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 50 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1450.

This value cannot be changed after cluster installation.

vxlanPort

integer

The port to use for all VXLAN packets. The default value is 4789. This value cannot be changed after cluster installation.

If you are running in a virtualized environment with existing nodes that are part of another VXLAN network, then you might be required to change this. For example, when running an OpenShift SDN overlay on top of VMware NSX-T, you must select an alternate port for the VXLAN, because both SDNs use the same default VXLAN port number.

On Amazon Web Services (AWS), you can select an alternate port for the VXLAN between port 9000 and port 9999.

Example OpenShift SDN configuration

defaultNetwork:
  type: OpenShiftSDN
  openshiftSDNConfig:
    mode: NetworkPolicy
    mtu: 1450
    vxlanPort: 4789

Configuration for the OVN-Kubernetes network plugin

The following table describes the configuration fields for the OVN-Kubernetes network plugin:

Table 7.9. ovnKubernetesConfig object
FieldTypeDescription

mtu

integer

The maximum transmission unit (MTU) for the Geneve (Generic Network Virtualization Encapsulation) overlay network. This is detected automatically based on the MTU of the primary network interface. You do not normally need to override the detected MTU.

If the auto-detected value is not what you expect it to be, confirm that the MTU on the primary network interface on your nodes is correct. You cannot use this option to change the MTU value of the primary network interface on the nodes.

If your cluster requires different MTU values for different nodes, you must set this value to 100 less than the lowest MTU value in your cluster. For example, if some nodes in your cluster have an MTU of 9001, and some have an MTU of 1500, you must set this value to 1400.

genevePort

integer

The port to use for all Geneve packets. The default value is 6081. This value cannot be changed after cluster installation.

ipsecConfig

object

Specify an empty object to enable IPsec encryption.

policyAuditConfig

object

Specify a configuration object for customizing network policy audit logging. If unset, the defaults audit log settings are used.

gatewayConfig

object

Optional: Specify a configuration object for customizing how egress traffic is sent to the node gateway.

Note

While migrating egress traffic, you can expect some disruption to workloads and service traffic until the Cluster Network Operator (CNO) successfully rolls out the changes.

v4InternalSubnet

If your existing network infrastructure overlaps with the 100.64.0.0/16 IPv4 subnet, you can specify a different IP address range for internal use by OVN-Kubernetes. You must ensure that the IP address range does not overlap with any other subnet used by your OpenShift Container Platform installation. The IP address range must be larger than the maximum number of nodes that can be added to the cluster. For example, if the clusterNetwork.cidr value is 10.128.0.0/14 and the clusterNetwork.hostPrefix value is /23, then the maximum number of nodes is 2^(23-14)=512.

This field cannot be changed after installation.

The default value is 100.64.0.0/16.

v6InternalSubnet

If your existing network infrastructure overlaps with the fd98::/48 IPv6 subnet, you can specify a different IP address range for internal use by OVN-Kubernetes. You must ensure that the IP address range does not overlap with any other subnet used by your OpenShift Container Platform installation. The IP address range must be larger than the maximum number of nodes that can be added to the cluster.

This field cannot be changed after installation.

The default value is fd98::/48.

Table 7.10. policyAuditConfig object
FieldTypeDescription

rateLimit

integer

The maximum number of messages to generate every second per node. The default value is 20 messages per second.

maxFileSize

integer

The maximum size for the audit log in bytes. The default value is 50000000 or 50 MB.

destination

string

One of the following additional audit log targets:

libc
The libc syslog() function of the journald process on the host.
udp:<host>:<port>
A syslog server. Replace <host>:<port> with the host and port of the syslog server.
unix:<file>
A Unix Domain Socket file specified by <file>.
null
Do not send the audit logs to any additional target.

syslogFacility

string

The syslog facility, such as kern, as defined by RFC5424. The default value is local0.

Table 7.11. gatewayConfig object
FieldTypeDescription

routingViaHost

boolean

Set this field to true to send egress traffic from pods to the host networking stack. For highly-specialized installations and applications that rely on manually configured routes in the kernel routing table, you might want to route egress traffic to the host networking stack. By default, egress traffic is processed in OVN to exit the cluster and is not affected by specialized routes in the kernel routing table. The default value is false.

This field has an interaction with the Open vSwitch hardware offloading feature. If you set this field to true, you do not receive the performance benefits of the offloading because egress traffic is processed by the host networking stack.

Example OVN-Kubernetes configuration with IPSec enabled

defaultNetwork:
  type: OVNKubernetes
  ovnKubernetesConfig:
    mtu: 1400
    genevePort: 6081
    ipsecConfig: {}

kubeProxyConfig object configuration

The values for the kubeProxyConfig object are defined in the following table:

Table 7.12. kubeProxyConfig object
FieldTypeDescription

iptablesSyncPeriod

string

The refresh period for iptables rules. The default value is 30s. Valid suffixes include s, m, and h and are described in the Go time package documentation.

Note

Because of performance improvements introduced in OpenShift Container Platform 4.3 and greater, adjusting the iptablesSyncPeriod parameter is no longer necessary.

proxyArguments.iptables-min-sync-period

array

The minimum duration before refreshing iptables rules. This field ensures that the refresh does not happen too frequently. Valid suffixes include s, m, and h and are described in the Go time package. The default value is:

kubeProxyConfig:
  proxyArguments:
    iptables-min-sync-period:
    - 0s

7.9. Configuring hybrid networking with OVN-Kubernetes

You can configure your cluster to use hybrid networking with OVN-Kubernetes. This allows a hybrid cluster that supports different node networking configurations. For example, this is necessary to run both Linux and Windows nodes in a cluster.

Important

You must configure hybrid networking with OVN-Kubernetes during the installation of your cluster. You cannot switch to hybrid networking after the installation process.

Prerequisites

  • You defined OVNKubernetes for the networking.networkType parameter in the install-config.yaml file. See the installation documentation for configuring OpenShift Container Platform network customizations on your chosen cloud provider for more information.

Procedure

  1. Change to the directory that contains the installation program and create the manifests:

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

    where:

    <installation_directory>
    Specifies the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    $ cat <<EOF > <installation_directory>/manifests/cluster-network-03-config.yml
    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
    EOF

    where:

    <installation_directory>
    Specifies the directory name that contains the manifests/ directory for your cluster.
  3. Open the cluster-network-03-config.yml file in an editor and configure OVN-Kubernetes with hybrid networking, such as in the following example:

    Specify a hybrid networking configuration

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      defaultNetwork:
        ovnKubernetesConfig:
          hybridOverlayConfig:
            hybridClusterNetwork: 1
            - cidr: 10.132.0.0/14
              hostPrefix: 23
            hybridOverlayVXLANPort: 9898 2

    1
    Specify the CIDR configuration used for nodes on the additional overlay network. The hybridClusterNetwork CIDR must not overlap with the clusterNetwork CIDR.
    2
    Specify a custom VXLAN port for the additional overlay network. This is required for running Windows nodes in a cluster installed on vSphere, and must not be configured for any other cloud provider. The custom port can be any open port excluding the default 4789 port. For more information on this requirement, see the Microsoft documentation on Pod-to-pod connectivity between hosts is broken.
    Note

    Windows Server Long-Term Servicing Channel (LTSC): Windows Server 2019 is not supported on clusters with a custom hybridOverlayVXLANPort value because this Windows server version does not support selecting a custom VXLAN port.

  4. Save the cluster-network-03-config.yml file and quit the text editor.
  5. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program deletes the manifests/ directory when creating the cluster.
Note

For more information about using Linux and Windows nodes in the same cluster, see Understanding Windows container workloads.

Additional resources

7.10. Deploying the cluster

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

Important

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

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Verify the cloud provider account on your host has the correct permissions to deploy the cluster. An account with incorrect permissions causes the installation process to fail with an error message that displays the missing permissions.

Procedure

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

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

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

Verification

When the cluster deployment completes successfully:

  • The terminal displays directions for accessing your cluster, including a link to the web console and credentials for the kubeadmin user.
  • Credential information also outputs to <installation_directory>/.openshift_install.log.
Important

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

Example output

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

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

7.11. Finalizing user-managed encryption after installation

If you installed OpenShift Container Platform using a user-managed encryption key, you can complete the installation by creating a new storage class and granting write permissions to the Azure cluster resource group.

Procedure

  1. Obtain the identity of the cluster resource group used by the installer:

    1. If you specified an existing resource group in install-config.yaml, obtain its Azure identity by running the following command:

      $ az identity list --resource-group "<existing_resource_group>"
    2. If you did not specify a existing resource group in install-config.yaml, locate the resource group that the installer created, and then obtain its Azure identity by running the following commands:

      $ az group list
      $ az identity list --resource-group "<installer_created_resource_group>"
  2. Grant a role assignment to the cluster resource group so that it can write to the Disk Encryption Set by running the following command:

    $ az role assignment create --role "<privileged_role>" \1
        --assignee "<resource_group_identity>" 2
    1
    Specifies an Azure role that has read/write permissions to the disk encryption set. You can use the Owner role or a custom role with the necessary permissions.
    2
    Specifies the identity of the cluster resource group.
  3. Obtain the id of the disk encryption set you created prior to installation by running the following command:

    $ az disk-encryption-set show -n <disk_encryption_set_name> \1
         --resource-group <resource_group_name> 2
    1
    Specifies the name of the disk encryption set.
    2
    Specifies the resource group that contains the disk encryption set. The id is in the format of "/subscriptions/…​/resourceGroups/…​/providers/Microsoft.Compute/diskEncryptionSets/…​".
  4. Obtain the identity of the cluster service principal by running the following command:

    $ az identity show -g <cluster_resource_group> \1
         -n <cluster_service_principal_name> \2
         --query principalId --out tsv
    1
    Specifies the name of the cluster resource group created by the installation program.
    2
    Specifies the name of the cluster service principal created by the installation program. The identity is in the format of 12345678-1234-1234-1234-1234567890.
  5. Create a role assignment that grants the cluster service principal necessary privileges to the disk encryption set by running the following command:

    $ az role assignment create --assignee <cluster_service_principal_id> \1
         --role <privileged_role> \2
         --scope <disk_encryption_set_id> \3
    1
    Specifies the ID of the cluster service principal obtained in the previous step.
    2
    Specifies the Azure role name. You can use the Contributor role or a custom role with the necessary permissions.
    3
    Specifies the ID of the disk encryption set.
  6. Create a storage class that uses the user-managed disk encryption set:

    1. Save the following storage class definition to a file, for example storage-class-definition.yaml:

      kind: StorageClass
      apiVersion: storage.k8s.io/v1
      metadata:
        name: managed-premium
      provisioner: kubernetes.io/azure-disk
      parameters:
        skuname: Premium_LRS
        kind: Managed
        diskEncryptionSetID: "<disk_encryption_set_ID>" 1
        resourceGroup: "<resource_group_name>" 2
      reclaimPolicy: Delete
      allowVolumeExpansion: true
      volumeBindingMode: WaitForFirstConsumer
      1
      Specifies the ID of the disk encryption set that you created in the prerequisite steps, for example "/subscriptions/xxxxxx-xxxxx-xxxxx/resourceGroups/test-encryption/providers/Microsoft.Compute/diskEncryptionSets/disk-encryption-set-xxxxxx".
      2
      Specifies the name of the resource group used by the installer. This is the same resource group from the first step.
    2. Create the storage class managed-premium from the file you created by running the following command:

      $ oc create -f storage-class-definition.yaml
  7. Select the managed-premium storage class when you create persistent volumes to use encrypted storage.

7.12. Installing the OpenShift CLI by downloading the binary

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

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.12. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the architecture from the Product Variant drop-down list.
  3. Select the appropriate version from the Version drop-down list.
  4. Click Download Now next to the OpenShift v4.12 Linux Client entry and save the file.
  5. Unpack the archive:

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

    To check your PATH, execute the following command:

    $ echo $PATH

Verification

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

    $ oc <command>
Installing the OpenShift CLI on Windows

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version from the Version drop-down list.
  3. Click Download Now next to the OpenShift v4.12 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

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

    C:\> path

Verification

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

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

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version from the Version drop-down list.
  3. Click Download Now next to the OpenShift v4.12 macOS Client entry and save the file.

    Note

    For macOS arm64, choose the OpenShift v4.12 macOS arm64 Client entry.

  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

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

    $ echo $PATH

Verification

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

    $ oc <command>

7.13. Logging in to the cluster by using the CLI

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

Prerequisites

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

Procedure

  1. Export the kubeadmin credentials:

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

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

7.14. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.12, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager Hybrid Cloud Console.

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

Additional resources

7.15. Next steps

Chapter 8. Installing a cluster on Azure into an existing VNet

In OpenShift Container Platform version 4.12, you can install a cluster into an existing Azure Virtual Network (VNet) on Microsoft Azure. The installation program provisions the rest of the required infrastructure, which you can further customize. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

8.1. Prerequisites

8.2. About reusing a VNet for your OpenShift Container Platform cluster

In OpenShift Container Platform 4.12, you can deploy a cluster into an existing Azure Virtual Network (VNet) in Microsoft Azure. If you do, you must also use existing subnets within the VNet and routing rules.

By deploying OpenShift Container Platform into an existing Azure VNet, you might be able to avoid service limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. This is a good option to use if you cannot obtain the infrastructure creation permissions that are required to create the VNet.

8.2.1. Requirements for using your VNet

When you deploy a cluster by using an existing VNet, you must perform additional network configuration before you install the cluster. In installer-provisioned infrastructure clusters, the installer usually creates the following components, but it does not create them when you install into an existing VNet:

  • Subnets
  • Route tables
  • VNets
  • Network Security Groups
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VNet, you must correctly configure it and its subnets for the installation program and the cluster to use. The installation program cannot subdivide network ranges for the cluster to use, set route tables for the subnets, or set VNet options like DHCP, so you must do so before you install the cluster.

The cluster must be able to access the resource group that contains the existing VNet and subnets. While all of the resources that the cluster creates are placed in a separate resource group that it creates, some network resources are used from a separate group. Some cluster Operators must be able to access resources in both resource groups. For example, the Machine API controller attaches NICS for the virtual machines that it creates to subnets from the networking resource group.

Your VNet must meet the following characteristics:

  • The VNet’s CIDR block must contain the Networking.MachineCIDR range, which is the IP address pool for cluster machines.
  • The VNet and its subnets must belong to the same resource group, and the subnets must be configured to use Azure-assigned DHCP IP addresses instead of static IP addresses.

You must provide two subnets within your VNet, one for the control plane machines and one for the compute machines. Because Azure distributes machines in different availability zones within the region that you specify, your cluster will have high availability by default.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the specified subnets exist.
  • There are two private subnets, one for the control plane machines and one for the compute machines.
  • The subnet CIDRs belong to the machine CIDR that you specified. Machines are not provisioned in availability zones that you do not provide private subnets for. If required, the installation program creates public load balancers that manage the control plane and worker nodes, and Azure allocates a public IP address to them.
Note

If you destroy a cluster that uses an existing VNet, the VNet is not deleted.

8.2.1.1. Network security group requirements

The network security groups for the subnets that host the compute and control plane machines require specific access to ensure that the cluster communication is correct. You must create rules to allow access to the required cluster communication ports.

Important

The network security group rules must be in place before you install the cluster. If you attempt to install a cluster without the required access, the installation program cannot reach the Azure APIs, and installation fails.

Table 8.1. Required ports
PortDescriptionControl planeCompute

80

Allows HTTP traffic

 

x

443

Allows HTTPS traffic

 

x

6443

Allows communication to the control plane machines

x

 

22623

Allows internal communication to the machine config server for provisioning machines

x

 
Important

Currently, there is no supported way to block or restrict the machine config server endpoint. The machine config server must be exposed to the network so that newly-provisioned machines, which have no existing configuration or state, are able to fetch their configuration. In this model, the root of trust is the certificate signing requests (CSR) endpoint, which is where the kubelet sends its certificate signing request for approval to join the cluster. Because of this, machine configs should not be used to distribute sensitive information, such as secrets and certificates.

To ensure that the machine config server endpoints, ports 22623 and 22624, are secured in bare metal scenarios, customers must configure proper network policies.

Because cluster components do not modify the user-provided network security groups, which the Kubernetes controllers update, a pseudo-network security group is created for the Kubernetes controller to modify without impacting the rest of the environment.

8.2.2. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resources in your clouds than others. For example, you might be able to create application-specific items, like instances, storage, and load balancers, but not networking-related components such as VNets, subnet, or ingress rules.

The Azure credentials that you use when you create your cluster do not need the networking permissions that are required to make VNets and core networking components within the VNet, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as load balancers, security groups, storage accounts, and nodes.

8.2.3. Isolation between clusters

Because the cluster is unable to modify network security groups in an existing subnet, there is no way to isolate clusters from each other on the VNet.

8.3. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.12, you require access to the internet to install your cluster.

You must have internet access to:

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

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

8.4. Generating a key pair for cluster node SSH access

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

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

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

Important

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

Note

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

Procedure

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

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

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64, ppc64le, and s390x architectures. do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

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

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

    Note

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

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

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

      Example output

      Agent pid 31874

      Note

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

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

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

    Example output

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

Next steps

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

8.5. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on the host you are using for installation.

Prerequisites

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

Procedure

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

    Important

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

    Important

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

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

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

8.6. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Microsoft Azure.

Prerequisites

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

Procedure

  1. Create the install-config.yaml file.

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

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

      When specifying the directory:

      • Verify that the directory has the execute permission. This permission is required to run Terraform binaries under the installation directory.
      • Use an empty directory. Some installation assets, such as bootstrap X.509 certificates, have short expiration intervals, therefore you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.
    2. At the prompts, provide the configuration details for your cloud:

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

        Note

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

      2. Select azure as the platform to target.
      3. If you do not have a Microsoft Azure profile stored on your computer, specify the following Azure parameter values for your subscription and service principal:

        • azure subscription id: The subscription ID to use for the cluster. Specify the id value in your account output.
        • azure tenant id: The tenant ID. Specify the tenantId value in your account output.
        • azure service principal client id: The value of the appId parameter for the service principal.
        • azure service principal client secret: The value of the password parameter for the service principal.
      4. Select the region to deploy the cluster to.
      5. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.
      6. Enter a descriptive name for your cluster.

        Important

        All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.
  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

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

8.6.1. Installation configuration parameters

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

Note

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

8.6.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 8.2. Required parameters
ParameterDescriptionValues

apiVersion

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

String

baseDomain

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

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

metadata

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

Object

metadata.name

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

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

platform

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

Object

pullSecret

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

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

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

Only IPv4 addresses are supported.

Note

Globalnet is not supported with Red Hat OpenShift Data Foundation disaster recovery solutions. For regional disaster recovery scenarios, ensure that you use a nonoverlapping range of private IP addresses for the cluster and service networks in each cluster.

Table 8.3. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

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

networking.networkType

The Red Hat OpenShift Networking network plugin to install.

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

networking.clusterNetwork

The IP address blocks for pods.

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

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

An array of objects. For example:

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

networking.clusterNetwork.cidr

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

An IPv4 network.

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

networking.clusterNetwork.hostPrefix

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

A subnet prefix.

The default value is 23.

networking.serviceNetwork

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

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

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

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

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

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

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

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

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

8.6.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 8.4. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

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

String

capabilities

Controls the installation of optional core cluster components. You can reduce the footprint of your OpenShift Container Platform cluster by disabling optional components. For more information, see the "Cluster capabilities" page in Installing.

String array

capabilities.baselineCapabilitySet

Selects an initial set of optional capabilities to enable. Valid values are None, v4.11, v4.12 and vCurrent. The default value is vCurrent.

String

capabilities.additionalEnabledCapabilities

Extends the set of optional capabilities beyond what you specify in baselineCapabilitySet. You may specify multiple capabilities in this parameter.

String array

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. Not all installation options support the 64-bit ARM architecture. To verify if your installation option is supported on your platform, see Supported installation methods for different platforms in Selecting a cluster installation method and preparing it for users.

String

compute.hyperthreading

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

Important

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

Enabled or Disabled

compute.name

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

worker

compute.platform

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

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

compute.replicas

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

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

featureSet

Enables the cluster for a feature set. A feature set is a collection of OpenShift Container Platform features that are not enabled by default. For more information about enabling a feature set during installation, see "Enabling features using feature gates".

String. The name of the feature set to enable, such as TechPreviewNoUpgrade.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. Not all installation options support the 64-bit ARM architecture. To verify if your installation option is supported on your platform, see Supported installation methods for different platforms in Selecting a cluster installation method and preparing it for users.

String

controlPlane.hyperthreading

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

Important

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

Enabled or Disabled

controlPlane.name

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

master

controlPlane.platform

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

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

controlPlane.replicas

The number of control plane machines to provision.

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

credentialsMode

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

Note

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

Note

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

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

fips

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

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64, ppc64le, and s390x architectures.

Note

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

false or true

imageContentSources

Sources and repositories for the release-image content.

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

imageContentSources.source

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

String

imageContentSources.mirrors

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

Array of strings

publish

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

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key to authenticate access to your cluster machines.

Note

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

For example, sshKey: ssh-ed25519 AAAA...

8.6.1.4. Additional Azure configuration parameters

Additional Azure configuration parameters are described in the following table.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

Table 8.5. Additional Azure parameters
ParameterDescriptionValues

compute.platform.azure.encryptionAtHost

Enables host-level encryption for compute machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached and un-managed disks on the VM host. This is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS, premium_LRS, or standardSSD_LRS. The default is premium_LRS.

compute.platform.azure.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on compute nodes. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

compute.platform.azure.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. This resource group should be different from the resource group where you install the cluster to avoid deleting your Azure encryption key when the cluster is destroyed. This value is only necessary if you intend to install the cluster with user-managed disk encryption.

String, for example production_encryption_resource_group.

compute.platform.azure.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example production_disk_encryption_set.

compute.platform.azure.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt compute machines.

String, in the format 00000000-0000-0000-0000-000000000000.

compute.platform.azure.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance. If instance type of compute machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Accelerated or Basic.

compute.platform.azure.type

Defines the Azure instance type for compute machines.

String

compute.platform.azure.zones

The availability zones where the installation program creates compute machines.

String list

controlPlane.platform.azure.type

Defines the Azure instance type for control plane machines.

String

controlPlane.platform.azure.zones

The availability zones where the installation program creates control plane machines.

String list

platform.azure.defaultMachinePlatform.encryptionAtHost

Enables host-level encryption for compute machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached, and un-managed disks on the VM host. This parameter is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example, production_disk_encryption_set.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. To avoid deleting your Azure encryption key when the cluster is destroyed, this resource group must be different from the resource group where you install the cluster. This value is necessary only if you intend to install the cluster with user-managed disk encryption.

String, for example, production_encryption_resource_group.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt compute machines.

String, in the format 00000000-0000-0000-0000-000000000000.

platform.azure.defaultMachinePlatform.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

platform.azure.defaultMachinePlatform.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

platform.azure.defaultMachinePlatform.type

The Azure instance type for control plane and compute machines.

The Azure instance type.

platform.azure.defaultMachinePlatform.zones

The availability zones where the installation program creates compute and control plane machines.

String list.

controlPlane.platform.azure.encryptionAtHost

Enables host-level encryption for control plane machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached and un-managed disks on the VM host. This is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

controlPlane.platform.azure.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. This resource group should be different from the resource group where you install the cluster to avoid deleting your Azure encryption key when the cluster is destroyed. This value is only necessary if you intend to install the cluster with user-managed disk encryption.

String, for example production_encryption_resource_group.

controlPlane.platform.azure.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example production_disk_encryption_set.

controlPlane.platform.azure.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt control plane machines.

String, in the format 00000000-0000-0000-0000-000000000000.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

controlPlane.platform.azure.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on control plane machines. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

controlPlane.platform.azure.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance. If instance type of control plane machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Accelerated or Basic.

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.region

The name of the Azure region that hosts your cluster.

Any valid region name, such as centralus.

platform.azure.zone

List of availability zones to place machines in. For high availability, specify at least two zones.

List of zones, for example ["1", "2", "3"].

platform.azure.defaultMachinePlatform.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on control plane and compute machines. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

platform.azure.networkResourceGroupName

The name of the resource group that contains the existing VNet that you want to deploy your cluster to. This name cannot be the same as the platform.azure.baseDomainResourceGroupName.

String.

platform.azure.virtualNetwork

The name of the existing VNet that you want to deploy your cluster to.

String.

platform.azure.controlPlaneSubnet

The name of the existing subnet in your VNet that you want to deploy your control plane machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.computeSubnet

The name of the existing subnet in your VNet that you want to deploy your compute machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints. If empty, the default value AzurePublicCloud is used.

Any valid cloud environment, such as AzurePublicCloud or AzureUSGovernmentCloud.

platform.azure.defaultMachinePlatform.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance.

Accelerated or Basic. If instance type of control plane and compute machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Note

You cannot customize Azure Availability Zones or Use tags to organize your Azure resources with an Azure cluster.

8.6.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 8.6. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageInput/Output Per Second (IOPS)[2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.6 and later [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines that have the premiumIO parameter set to true.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

Additional resources

8.6.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 8.1. Machine types based on 64-bit x86 architecture

  • standardBasv2Family
  • standardBSFamily
  • standardBsv2Family
  • standardDADSv5Family
  • standardDASv4Family
  • standardDASv5Family
  • standardDCACCV5Family
  • standardDCADCCV5Family
  • standardDCADSv5Family
  • standardDCASv5Family
  • standardDCSv3Family
  • standardDCSv2Family
  • standardDDCSv3Family
  • standardDDSv4Family
  • standardDDSv5Family
  • standardDLDSv5Family
  • standardDLSv5Family
  • standardDSFamily
  • standardDSv2Family
  • standardDSv2PromoFamily
  • standardDSv3Family
  • standardDSv4Family
  • standardDSv5Family
  • standardEADSv5Family
  • standardEASv4Family
  • standardEASv5Family
  • standardEBDSv5Family
  • standardEBSv5Family
  • standardECACCV5Family
  • standardECADCCV5Family
  • standardECADSv5Family
  • standardECASv5Family
  • standardEDSv4Family
  • standardEDSv5Family
  • standardEIADSv5Family
  • standardEIASv4Family
  • standardEIASv5Family
  • standardEIBDSv5Family
  • standardEIBSv5Family
  • standardEIDSv5Family
  • standardEISv3Family
  • standardEISv5Family
  • standardESv3Family
  • standardESv4Family
  • standardESv5Family
  • standardFXMDVSFamily
  • standardFSFamily
  • standardFSv2Family
  • standardGSFamily
  • standardHBrsv2Family
  • standardHBSFamily
  • standardHBv4Family
  • standardHCSFamily
  • standardHXFamily
  • standardLASv3Family
  • standardLSFamily
  • standardLSv2Family
  • standardLSv3Family
  • standardMDSHighMemoryv3Family
  • standardMDSMediumMemoryv2Family
  • standardMDSMediumMemoryv3Family
  • standardMIDSHighMemoryv3Family
  • standardMIDSMediumMemoryv2Family
  • standardMISHighMemoryv3Family
  • standardMISMediumMemoryv2Family
  • standardMSFamily
  • standardMSHighMemoryv3Family
  • standardMSMediumMemoryv2Family
  • standardMSMediumMemoryv3Family
  • StandardNCADSA100v4Family
  • Standard NCASv3_T4 Family
  • standardNCSv3Family
  • standardNDSv2Family
  • StandardNGADSV620v1Family
  • standardNPSFamily
  • StandardNVADSA10v5Family
  • standardNVSv3Family
  • standardXEISv4Family

8.6.4. Tested instance types for Azure on 64-bit ARM infrastructures

The following Microsoft Azure ARM64 instance types have been tested with OpenShift Container Platform.

Example 8.2. Machine types based on 64-bit ARM architecture

  • standardBpsv2Family
  • standardDPSv5Family
  • standardDPDSv5Family
  • standardDPLDSv5Family
  • standardDPLSv5Family
  • standardEPSv5Family
  • standardEPDSv5Family

8.6.5. Sample customized install-config.yaml file for Azure

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2
  hyperthreading: Enabled 3 4
  name: master
  platform:
    azure:
      encryptionAtHost: true
      ultraSSDCapability: Enabled
      osDisk:
        diskSizeGB: 1024 5
        diskType: Premium_LRS
        diskEncryptionSet:
          resourceGroup: disk_encryption_set_resource_group
          name: disk_encryption_set_name
          subscriptionId: secondary_subscription_id
      type: Standard_D8s_v3
  replicas: 3
compute: 6
- hyperthreading: Enabled 7
  name: worker
  platform:
    azure:
      ultraSSDCapability: Enabled
      type: Standard_D2s_v3
      encryptionAtHost: true
      osDisk:
        diskSizeGB: 512 8
        diskType: Standard_LRS
        diskEncryptionSet:
          resourceGroup: disk_encryption_set_resource_group
          name: disk_encryption_set_name
          subscriptionId: secondary_subscription_id
      zones: 9
      - "1"
      - "2"
      - "3"
  replicas: 5
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OVNKubernetes 11
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    defaultMachinePlatform:
      ultraSSDCapability: Enabled
    baseDomainResourceGroupName: resource_group 12
    region: centralus 13
    resourceGroupName: existing_resource_group 14
    networkResourceGroupName: vnet_resource_group 15
    virtualNetwork: vnet 16
    controlPlaneSubnet: control_plane_subnet 17
    computeSubnet: compute_subnet 18
    outboundType: Loadbalancer
    cloudName: AzurePublicCloud
pullSecret: '{"auths": ...}' 19
fips: false 20
sshKey: ssh-ed25519 AAAA... 21
1 10 13 19
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger virtual machine types, such as Standard_D8s_v3, for your machines if you disable simultaneous multithreading.

5 8
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
9
Specify a list of zones to deploy your machines to. For high availability, specify at least two zones.
11
The cluster network plugin to install. The supported values are OVNKubernetes and OpenShiftSDN. The default value is OVNKubernetes.
12
Specify the name of the resource group that contains the DNS zone for your base domain.
14
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
15
If you use an existing VNet, specify the name of the resource group that contains it.
16
If you use an existing VNet, specify its name.
17
If you use an existing VNet, specify the name of the subnet to host the control plane machines.
18
If you use an existing VNet, specify the name of the subnet to host the compute machines.
20
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64, ppc64le, and s390x architectures.

21
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

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

8.6.6. Configuring the cluster-wide proxy during installation

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

Prerequisites

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

    Note

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

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

Procedure

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

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    additionalTrustBundlePolicy: <policy_to_add_additionalTrustBundle> 5
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    5
    Optional: The policy to determine the configuration of the Proxy object to reference the user-ca-bundle config map in the trustedCA field. The allowed values are Proxyonly and Always. Use Proxyonly to reference the user-ca-bundle config map only when http/https proxy is configured. Use Always to always reference the user-ca-bundle config map. The default value is Proxyonly.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

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

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

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

Note

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

Additional resources

8.7. Deploying the cluster

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

Important

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

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Verify the cloud provider account on your host has the correct permissions to deploy the cluster. An account with incorrect permissions causes the installation process to fail with an error message that displays the missing permissions.

Procedure

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

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

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

Verification

When the cluster deployment completes successfully:

  • The terminal displays directions for accessing your cluster, including a link to the web console and credentials for the kubeadmin user.
  • Credential information also outputs to <installation_directory>/.openshift_install.log.
Important

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

Example output

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

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

8.8. Finalizing user-managed encryption after installation

If you installed OpenShift Container Platform using a user-managed encryption key, you can complete the installation by creating a new storage class and granting write permissions to the Azure cluster resource group.

Procedure

  1. Obtain the identity of the cluster resource group used by the installer:

    1. If you specified an existing resource group in install-config.yaml, obtain its Azure identity by running the following command:

      $ az identity list --resource-group "<existing_resource_group>"
    2. If you did not specify a existing resource group in install-config.yaml, locate the resource group that the installer created, and then obtain its Azure identity by running the following commands:

      $ az group list
      $ az identity list --resource-group "<installer_created_resource_group>"
  2. Grant a role assignment to the cluster resource group so that it can write to the Disk Encryption Set by running the following command:

    $ az role assignment create --role "<privileged_role>" \1
        --assignee "<resource_group_identity>" 2
    1
    Specifies an Azure role that has read/write permissions to the disk encryption set. You can use the Owner role or a custom role with the necessary permissions.
    2
    Specifies the identity of the cluster resource group.
  3. Obtain the id of the disk encryption set you created prior to installation by running the following command:

    $ az disk-encryption-set show -n <disk_encryption_set_name> \1
         --resource-group <resource_group_name> 2
    1
    Specifies the name of the disk encryption set.
    2
    Specifies the resource group that contains the disk encryption set. The id is in the format of "/subscriptions/…​/resourceGroups/…​/providers/Microsoft.Compute/diskEncryptionSets/…​".
  4. Obtain the identity of the cluster service principal by running the following command:

    $ az identity show -g <cluster_resource_group> \1
         -n <cluster_service_principal_name> \2
         --query principalId --out tsv
    1
    Specifies the name of the cluster resource group created by the installation program.
    2
    Specifies the name of the cluster service principal created by the installation program. The identity is in the format of 12345678-1234-1234-1234-1234567890.
  5. Create a role assignment that grants the cluster service principal necessary privileges to the disk encryption set by running the following command:

    $ az role assignment create --assignee <cluster_service_principal_id> \1
         --role <privileged_role> \2
         --scope <disk_encryption_set_id> \3
    1
    Specifies the ID of the cluster service principal obtained in the previous step.
    2
    Specifies the Azure role name. You can use the Contributor role or a custom role with the necessary permissions.
    3
    Specifies the ID of the disk encryption set.
  6. Create a storage class that uses the user-managed disk encryption set:

    1. Save the following storage class definition to a file, for example storage-class-definition.yaml:

      kind: StorageClass
      apiVersion: storage.k8s.io/v1
      metadata:
        name: managed-premium
      provisioner: kubernetes.io/azure-disk
      parameters:
        skuname: Premium_LRS
        kind: Managed
        diskEncryptionSetID: "<disk_encryption_set_ID>" 1
        resourceGroup: "<resource_group_name>" 2
      reclaimPolicy: Delete
      allowVolumeExpansion: true
      volumeBindingMode: WaitForFirstConsumer
      1
      Specifies the ID of the disk encryption set that you created in the prerequisite steps, for example "/subscriptions/xxxxxx-xxxxx-xxxxx/resourceGroups/test-encryption/providers/Microsoft.Compute/diskEncryptionSets/disk-encryption-set-xxxxxx".
      2
      Specifies the name of the resource group used by the installer. This is the same resource group from the first step.
    2. Create the storage class managed-premium from the file you created by running the following command:

      $ oc create -f storage-class-definition.yaml
  7. Select the managed-premium storage class when you create persistent volumes to use encrypted storage.

8.9. Installing the OpenShift CLI by downloading the binary

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

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.12. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the architecture from the Product Variant drop-down list.
  3. Select the appropriate version from the Version drop-down list.
  4. Click Download Now next to the OpenShift v4.12 Linux Client entry and save the file.
  5. Unpack the archive:

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

    To check your PATH, execute the following command:

    $ echo $PATH

Verification

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

    $ oc <command>
Installing the OpenShift CLI on Windows

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version from the Version drop-down list.
  3. Click Download Now next to the OpenShift v4.12 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

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

    C:\> path

Verification

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

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

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version from the Version drop-down list.
  3. Click Download Now next to the OpenShift v4.12 macOS Client entry and save the file.

    Note

    For macOS arm64, choose the OpenShift v4.12 macOS arm64 Client entry.

  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

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

    $ echo $PATH

Verification

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

    $ oc <command>

8.10. Logging in to the cluster by using the CLI

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

Prerequisites

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

Procedure

  1. Export the kubeadmin credentials:

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

    $ oc whoami

    Example output

    system:admin

Additional resources

  • See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.

8.11. Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.12, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager Hybrid Cloud Console.

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

Additional resources

8.12. Next steps

Chapter 9. Installing a private cluster on Azure

In OpenShift Container Platform version 4.12, you can install a private cluster into an existing Azure Virtual Network (VNet) on Microsoft Azure. The installation program provisions the rest of the required infrastructure, which you can further customize. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

9.1. Prerequisites

9.2. Private clusters

You can deploy a private OpenShift Container Platform cluster that does not expose external endpoints. Private clusters are accessible from only an internal network and are not visible to the internet.

By default, OpenShift Container Platform is provisioned to use publicly-accessible DNS and endpoints. A private cluster sets the DNS, Ingress Controller, and API server to private when you deploy your cluster. This means that the cluster resources are only accessible from your internal network and are not visible to the internet.

Important

If the cluster has any public subnets, load balancer services created by administrators might be publicly accessible. To ensure cluster security, verify that these services are explicitly annotated as private.

To deploy a private cluster, you must:

  • Use existing networking that meets your requirements. Your cluster resources might be shared between other clusters on the network.
  • Deploy from a machine that has access to:

    • The API services for the cloud to which you provision.
    • The hosts on the network that you provision.
    • The internet to obtain installation media.

You can use any machine that meets these access requirements and follows your company’s guidelines. For example, this machine can be a bastion host on your cloud network or a machine that has access to the network through a VPN.

9.2.1. Private clusters in Azure

To create a private cluster on Microsoft Azure, you must provide an existing private VNet and subnets to host the cluster. The installation program must also be able to resolve the DNS records that the cluster requires. The installation program configures the Ingress Operator and API server for only internal traffic.

Depending how your network connects to the private VNET, you might need to use a DNS forwarder to resolve the cluster’s private DNS records. The cluster’s machines use 168.63.129.16 internally for DNS resolution. For more information, see What is Azure Private DNS? and What is IP address 168.63.129.16? in the Azure documentation.

The cluster still requires access to internet to access the Azure APIs.

The following items are not required or created when you install a private cluster:

  • A BaseDomainResourceGroup, since the cluster does not create public records
  • Public IP addresses
  • Public DNS records
  • Public endpoints

    The cluster is configured so that the Operators do not create public records for the cluster and all cluster machines are placed in the private subnets that you specify.
9.2.1.1. Limitations

Private clusters on Azure are subject to only the limitations that are associated with the use of an existing VNet.

9.2.2. User-defined outbound routing

In OpenShift Container Platform, you can choose your own outbound routing for a cluster to connect to the internet. This allows you to skip the creation of public IP addresses and the public load balancer.

You can configure user-defined routing by modifying parameters in the install-config.yaml file before installing your cluster. A pre-existing VNet is required to use outbound routing when installing a cluster; the installation program is not responsible for configuring this.

When configuring a cluster to use user-defined routing, the installation program does not create the following resources:

  • Outbound rules for access to the internet.
  • Public IPs for the public load balancer.
  • Kubernetes Service object to add the cluster machines to the public load balancer for outbound requests.

You must ensure the following items are available before setting user-defined routing:

  • Egress to the internet is possible to pull container images, unless using an OpenShift image registry mirror.
  • The cluster can access Azure APIs.
  • Various allowlist endpoints are configured. You can reference these endpoints in the Configuring your firewall section.

There are several pre-existing networking setups that are supported for internet access using user-defined routing.

Private cluster with network address translation

You can use Azure VNET network address translation (NAT) to provide outbound internet access for the subnets in your cluster. You can reference Create a NAT gateway using Azure CLI in the Azure documentation for configuration instructions.

When using a VNet setup with Azure NAT and user-defined routing configured, you can create a private cluster with no public endpoints.

Private cluster with Azure Firewall

You can use Azure Firewall to provide outbound routing for the VNet used to install the cluster. You can learn more about providing user-defined routing with Azure Firewall in the Azure documentation.

When using a VNet setup with Azure Firewall and user-defined routing configured, you can create a private cluster with no public endpoints.

Private cluster with a proxy configuration

You can use a proxy with user-defined routing to allow egress to the internet. You must ensure that cluster Operators do not access Azure APIs using a proxy; Operators must have access to Azure APIs outside of the proxy.

When using the default route table for subnets, with 0.0.0.0/0 populated automatically by Azure, all Azure API requests are routed over Azure’s internal network even though the IP addresses are public. As long as the Network Security Group rules allow egress to Azure API endpoints, proxies with user-defined routing configured allow you to create private clusters with no public endpoints.

Private cluster with no internet access

You can install a private network that restricts all access to the internet, except the Azure API. This is accomplished by mirroring the release image registry locally. Your cluster must have access to the following:

  • An OpenShift image registry mirror that allows for pulling container images
  • Access to Azure APIs

With these requirements available, you can use user-defined routing to create private clusters with no public endpoints.

9.3. About reusing a VNet for your OpenShift Container Platform cluster

In OpenShift Container Platform 4.12, you can deploy a cluster into an existing Azure Virtual Network (VNet) in Microsoft Azure. If you do, you must also use existing subnets within the VNet and routing rules.

By deploying OpenShift Container Platform into an existing Azure VNet, you might be able to avoid service limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. This is a good option to use if you cannot obtain the infrastructure creation permissions that are required to create the VNet.

9.3.1. Requirements for using your VNet

When you deploy a cluster by using an existing VNet, you must perform additional network configuration before you install the cluster. In installer-provisioned infrastructure clusters, the installer usually creates the following components, but it does not create them when you install into an existing VNet:

  • Subnets
  • Route tables
  • VNets
  • Network Security Groups
Note

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VNet, you must correctly configure it and its subnets for the installation program and the cluster to use. The installation program cannot subdivide network ranges for the cluster to use, set route tables for the subnets, or set VNet options like DHCP, so you must do so before you install the cluster.

The cluster must be able to access the resource group that contains the existing VNet and subnets. While all of the resources that the cluster creates are placed in a separate resource group that it creates, some network resources are used from a separate group. Some cluster Operators must be able to access resources in both resource groups. For example, the Machine API controller attaches NICS for the virtual machines that it creates to subnets from the networking resource group.

Your VNet must meet the following characteristics:

  • The VNet’s CIDR block must contain the Networking.MachineCIDR range, which is the IP address pool for cluster machines.
  • The VNet and its subnets must belong to the same resource group, and the subnets must be configured to use Azure-assigned DHCP IP addresses instead of static IP addresses.

You must provide two subnets within your VNet, one for the control plane machines and one for the compute machines. Because Azure distributes machines in different availability zones within the region that you specify, your cluster will have high availability by default.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the specified subnets exist.
  • There are two private subnets, one for the control plane machines and one for the compute machines.
  • The subnet CIDRs belong to the machine CIDR that you specified. Machines are not provisioned in availability zones that you do not provide private subnets for.
Note

If you destroy a cluster that uses an existing VNet, the VNet is not deleted.

9.3.1.1. Network security group requirements

The network security groups for the subnets that host the compute and control plane machines require specific access to ensure that the cluster communication is correct. You must create rules to allow access to the required cluster communication ports.

Important

The network security group rules must be in place before you install the cluster. If you attempt to install a cluster without the required access, the installation program cannot reach the Azure APIs, and installation fails.

Table 9.1. Required ports
PortDescriptionControl planeCompute

80

Allows HTTP traffic

 

x

443

Allows HTTPS traffic

 

x

6443

Allows communication to the control plane machines

x

 

22623

Allows internal communication to the machine config server for provisioning machines

x

 
Important

Currently, there is no supported way to block or restrict the machine config server endpoint. The machine config server must be exposed to the network so that newly-provisioned machines, which have no existing configuration or state, are able to fetch their configuration. In this model, the root of trust is the certificate signing requests (CSR) endpoint, which is where the kubelet sends its certificate signing request for approval to join the cluster. Because of this, machine configs should not be used to distribute sensitive information, such as secrets and certificates.

To ensure that the machine config server endpoints, ports 22623 and 22624, are secured in bare metal scenarios, customers must configure proper network policies.

Because cluster components do not modify the user-provided network security groups, which the Kubernetes controllers update, a pseudo-network security group is created for the Kubernetes controller to modify without impacting the rest of the environment.

9.3.2. Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resources in your clouds than others. For example, you might be able to create application-specific items, like instances, storage, and load balancers, but not networking-related components such as VNets, subnet, or ingress rules.

The Azure credentials that you use when you create your cluster do not need the networking permissions that are required to make VNets and core networking components within the VNet, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as load balancers, security groups, storage accounts, and nodes.

9.3.3. Isolation between clusters

Because the cluster is unable to modify network security groups in an existing subnet, there is no way to isolate clusters from each other on the VNet.

9.4. Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.12, you require access to the internet to install your cluster.

You must have internet access to:

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

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

9.5. Generating a key pair for cluster node SSH access

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

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

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

Important

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

Note

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

Procedure

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

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

    If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64, ppc64le, and s390x architectures. do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    $ cat <path>/<file_name>.pub

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

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

    Note

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

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

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

      Example output

      Agent pid 31874

      Note

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

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

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

    Example output

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

Next steps

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

9.6. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on the host you are using for installation.

Prerequisites

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

Procedure

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

    Important

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

    Important

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

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

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

9.7. Manually creating the installation configuration file

Installing the cluster requires that you manually create the installation configuration file.

Prerequisites

  • You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
  • You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create an installation directory to store your required installation assets in:

    $ mkdir <installation_directory>
    Important

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

  2. Customize the sample install-config.yaml file template that is provided and save it in the <installation_directory>.

    Note

    You must name this configuration file install-config.yaml.

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    Important

    The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

9.7.1. Installation configuration parameters

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

Note

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

9.7.1.1. Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 9.2. Required parameters
ParameterDescriptionValues

apiVersion

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

String

baseDomain

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

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

metadata

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

Object

metadata.name

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

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

platform

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

Object

pullSecret

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

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

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

Only IPv4 addresses are supported.

Note

Globalnet is not supported with Red Hat OpenShift Data Foundation disaster recovery solutions. For regional disaster recovery scenarios, ensure that you use a nonoverlapping range of private IP addresses for the cluster and service networks in each cluster.

Table 9.3. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

Note

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

networking.networkType

The Red Hat OpenShift Networking network plugin to install.

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

networking.clusterNetwork

The IP address blocks for pods.

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

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

An array of objects. For example:

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

networking.clusterNetwork.cidr

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

An IPv4 network.

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

networking.clusterNetwork.hostPrefix

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

A subnet prefix.

The default value is 23.

networking.serviceNetwork

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

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

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

networking:
  serviceNetwork:
   - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

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

An array of objects. For example:

networking:
  machineNetwork:
  - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

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

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Note

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

9.7.1.3. Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 9.4. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

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

String

capabilities

Controls the installation of optional core cluster components. You can reduce the footprint of your OpenShift Container Platform cluster by disabling optional components. For more information, see the "Cluster capabilities" page in Installing.

String array

capabilities.baselineCapabilitySet

Selects an initial set of optional capabilities to enable. Valid values are None, v4.11, v4.12 and vCurrent. The default value is vCurrent.

String

capabilities.additionalEnabledCapabilities

Extends the set of optional capabilities beyond what you specify in baselineCapabilitySet. You may specify multiple capabilities in this parameter.

String array

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. Not all installation options support the 64-bit ARM architecture. To verify if your installation option is supported on your platform, see Supported installation methods for different platforms in Selecting a cluster installation method and preparing it for users.

String

compute.hyperthreading

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

Important

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

Enabled or Disabled

compute.name

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

worker

compute.platform

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

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

compute.replicas

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

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

featureSet

Enables the cluster for a feature set. A feature set is a collection of OpenShift Container Platform features that are not enabled by default. For more information about enabling a feature set during installation, see "Enabling features using feature gates".

String. The name of the feature set to enable, such as TechPreviewNoUpgrade.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 and arm64. Not all installation options support the 64-bit ARM architecture. To verify if your installation option is supported on your platform, see Supported installation methods for different platforms in Selecting a cluster installation method and preparing it for users.

String

controlPlane.hyperthreading

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

Important

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

Enabled or Disabled

controlPlane.name

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

master

controlPlane.platform

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

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

controlPlane.replicas

The number of control plane machines to provision.

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

credentialsMode

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

Note

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

Note

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

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

fips

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

Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64, ppc64le, and s390x architectures.

Note

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

false or true

imageContentSources

Sources and repositories for the release-image content.

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

imageContentSources.source

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

String

imageContentSources.mirrors

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

Array of strings

publish

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

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

The SSH key to authenticate access to your cluster machines.

Note

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

For example, sshKey: ssh-ed25519 AAAA...

9.7.1.4. Additional Azure configuration parameters

Additional Azure configuration parameters are described in the following table.

Note

By default, if you specify availability zones in the install-config.yaml file, the installation program distributes the control plane machines and the compute machines across these availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

Table 9.5. Additional Azure parameters
ParameterDescriptionValues

compute.platform.azure.encryptionAtHost

Enables host-level encryption for compute machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached and un-managed disks on the VM host. This is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

compute.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

compute.platform.azure.osDisk.diskType

Defines the type of disk.

standard_LRS, premium_LRS, or standardSSD_LRS. The default is premium_LRS.

compute.platform.azure.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on compute nodes. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

compute.platform.azure.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. This resource group should be different from the resource group where you install the cluster to avoid deleting your Azure encryption key when the cluster is destroyed. This value is only necessary if you intend to install the cluster with user-managed disk encryption.

String, for example production_encryption_resource_group.

compute.platform.azure.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example production_disk_encryption_set.

compute.platform.azure.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt compute machines.

String, in the format 00000000-0000-0000-0000-000000000000.

compute.platform.azure.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance. If instance type of compute machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Accelerated or Basic.

compute.platform.azure.type

Defines the Azure instance type for compute machines.

String

compute.platform.azure.zones

The availability zones where the installation program creates compute machines.

String list

controlPlane.platform.azure.type

Defines the Azure instance type for control plane machines.

String

controlPlane.platform.azure.zones

The availability zones where the installation program creates control plane machines.

String list

platform.azure.defaultMachinePlatform.encryptionAtHost

Enables host-level encryption for compute machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached, and un-managed disks on the VM host. This parameter is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example, production_disk_encryption_set.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. To avoid deleting your Azure encryption key when the cluster is destroyed, this resource group must be different from the resource group where you install the cluster. This value is necessary only if you intend to install the cluster with user-managed disk encryption.

String, for example, production_encryption_resource_group.

platform.azure.defaultMachinePlatform.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt compute machines.

String, in the format 00000000-0000-0000-0000-000000000000.

platform.azure.defaultMachinePlatform.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 128.

platform.azure.defaultMachinePlatform.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

platform.azure.defaultMachinePlatform.type

The Azure instance type for control plane and compute machines.

The Azure instance type.

platform.azure.defaultMachinePlatform.zones

The availability zones where the installation program creates compute and control plane machines.

String list.

controlPlane.platform.azure.encryptionAtHost

Enables host-level encryption for control plane machines. You can enable this encryption alongside user-managed server-side encryption. This feature encrypts temporary, ephemeral, cached and un-managed disks on the VM host. This is not a prerequisite for user-managed server-side encryption.

true or false. The default is false.

controlPlane.platform.azure.osDisk.diskEncryptionSet.resourceGroup

The name of the Azure resource group that contains the disk encryption set from the installation prerequisites. This resource group should be different from the resource group where you install the cluster to avoid deleting your Azure encryption key when the cluster is destroyed. This value is only necessary if you intend to install the cluster with user-managed disk encryption.

String, for example production_encryption_resource_group.

controlPlane.platform.azure.osDisk.diskEncryptionSet.name

The name of the disk encryption set that contains the encryption key from the installation prerequisites.

String, for example production_disk_encryption_set.

controlPlane.platform.azure.osDisk.diskEncryptionSet.subscriptionId

Defines the Azure subscription of the disk encryption set where the disk encryption set resides. This secondary disk encryption set is used to encrypt control plane machines.

String, in the format 00000000-0000-0000-0000-000000000000.

controlPlane.platform.azure.osDisk.diskSizeGB

The Azure disk size for the VM.

Integer that represents the size of the disk in GB. The default is 1024.

controlPlane.platform.azure.osDisk.diskType

Defines the type of disk.

premium_LRS or standardSSD_LRS. The default is premium_LRS.

controlPlane.platform.azure.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on control plane machines. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

controlPlane.platform.azure.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance. If instance type of control plane machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Accelerated or Basic.

platform.azure.baseDomainResourceGroupName

The name of the resource group that contains the DNS zone for your base domain.

String, for example production_cluster.

platform.azure.resourceGroupName

The name of an already existing resource group to install your cluster to. This resource group must be empty and only used for this specific cluster; the cluster components assume ownership of all resources in the resource group. If you limit the service principal scope of the installation program to this resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying the cluster by using the installation program deletes this resource group.

String, for example existing_resource_group.

platform.azure.outboundType

The outbound routing strategy used to connect your cluster to the internet. If you are using user-defined routing, you must have pre-existing networking available where the outbound routing has already been configured prior to installing a cluster. The installation program is not responsible for configuring user-defined routing.

LoadBalancer or UserDefinedRouting. The default is LoadBalancer.

platform.azure.region

The name of the Azure region that hosts your cluster.

Any valid region name, such as centralus.

platform.azure.zone

List of availability zones to place machines in. For high availability, specify at least two zones.

List of zones, for example ["1", "2", "3"].

platform.azure.defaultMachinePlatform.ultraSSDCapability

Enables the use of Azure ultra disks for persistent storage on control plane and compute machines. This requires that your Azure region and zone have ultra disks available.

Enabled, Disabled. The default is Disabled.

platform.azure.networkResourceGroupName

The name of the resource group that contains the existing VNet that you want to deploy your cluster to. This name cannot be the same as the platform.azure.baseDomainResourceGroupName.

String.

platform.azure.virtualNetwork

The name of the existing VNet that you want to deploy your cluster to.

String.

platform.azure.controlPlaneSubnet

The name of the existing subnet in your VNet that you want to deploy your control plane machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.computeSubnet

The name of the existing subnet in your VNet that you want to deploy your compute machines to.

Valid CIDR, for example 10.0.0.0/16.

platform.azure.cloudName

The name of the Azure cloud environment that is used to configure the Azure SDK with the appropriate Azure API endpoints. If empty, the default value AzurePublicCloud is used.

Any valid cloud environment, such as AzurePublicCloud or AzureUSGovernmentCloud.

platform.azure.defaultMachinePlatform.vmNetworkingType

Enables accelerated networking. Accelerated networking enables single root I/O virtualization (SR-IOV) to a VM, improving its networking performance.

Accelerated or Basic. If instance type of control plane and compute machines support Accelerated networking, by default, the installer enables Accelerated networking, otherwise the default networking type is Basic.

Note

You cannot customize Azure Availability Zones or Use tags to organize your Azure resources with an Azure cluster.

9.7.2. Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 9.6. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageInput/Output Per Second (IOPS)[2]

Bootstrap

RHCOS

4

16 GB

100 GB

300

Control plane

RHCOS

4

16 GB

100 GB

300

Compute

RHCOS, RHEL 8.6 and later [3]

2

8 GB

100 GB

300

  1. One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
  2. OpenShift Container Platform and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
  3. As with all user-provisioned installations, if you choose to use RHEL compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of RHEL 7 compute machines is deprecated and has been removed in OpenShift Container Platform 4.10 and later.
Important

You are required to use Azure virtual machines that have the premiumIO parameter set to true.

If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OpenShift Container Platform.

Additional resources

9.7.3. Tested instance types for Azure

The following Microsoft Azure instance types have been tested with OpenShift Container Platform.

Example 9.1. Machine types based on 64-bit x86 architecture

  • standardBasv2Family
  • standardBSFamily
  • standardBsv2Family
  • standardDADSv5Family
  • standardDASv4Family
  • standardDASv5Family
  • standardDCACCV5Family
  • standardDCADCCV5Family
  • standardDCADSv5Family
  • standardDCASv5Family
  • standardDCSv3Family
  • standardDCSv2Family
  • standardDDCSv3Family
  • standardDDSv4Family
  • standardDDSv5Family
  • standardDLDSv5Family
  • standardDLSv5Family
  • standardDSFamily
  • standardDSv2Family
  • standardDSv2PromoFamily
  • standardDSv3Family
  • standardDSv4Family
  • standardDSv5Family
  • standardEADSv5Family
  • standardEASv4Family
  • standardEASv5Family
  • standardEBDSv5Family
  • standardEBSv5Family
  • standardECACCV5Family
  • standardECADCCV5Family
  • standardECADSv5Family
  • standardECASv5Family
  • standardEDSv4Family
  • standardEDSv5Family
  • standardEIADSv5Family
  • standardEIASv4Family
  • standardEIASv5Family
  • standardEIBDSv5Family
  • standardEIBSv5Family
  • standardEIDSv5Family
  • standardEISv3Family
  • standardEISv5Family
  • standardESv3Family
  • standardESv4Family
  • standardESv5Family
  • standardFXMDVSFamily
  • standardFSFamily
  • standardFSv2Family
  • standardGSFamily
  • standardHBrsv2Family
  • standardHBSFamily
  • standardHBv4Family
  • standardHCSFamily
  • standardHXFamily
  • standardLASv3Family
  • standardLSFamily
  • standardLSv2Family
  • standardLSv3Family
  • standardMDSHighMemoryv3Family
  • standardMDSMediumMemoryv2Family
  • standardMDSMediumMemoryv3Family
  • standardMIDSHighMemoryv3Family
  • standardMIDSMediumMemoryv2Family
  • standardMISHighMemoryv3Family
  • standardMISMediumMemoryv2Family
  • standardMSFamily
  • standardMSHighMemoryv3Family
  • standardMSMediumMemoryv2Family
  • standardMSMediumMemoryv3Family
  • StandardNCADSA100v4Family
  • Standard NCASv3_T4 Family
  • standardNCSv3Family
  • standardNDSv2Family
  • StandardNGADSV620v1Family
  • standardNPSFamily
  • StandardNVADSA10v5Family
  • standardNVSv3Family
  • standardXEISv4Family

9.7.4. Tested instance types for Azure on 64-bit ARM infrastructures

The following Microsoft Azure ARM64 instance types have been tested with OpenShift Container Platform.

Example 9.2. Machine types based on 64-bit ARM architecture

  • standardBpsv2Family
  • standardDPSv5Family
  • standardDPDSv5Family
  • standardDPLDSv5Family
  • standardDPLSv5Family
  • standardEPSv5Family
  • standardEPDSv5Family

9.7.5. Sample customized install-config.yaml file for Azure

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

Important

This sample YAML file is provided for reference only. You must obtain your install-config.yaml file by using the installation program and modify it.

apiVersion: v1
baseDomain: example.com 1
controlPlane: 2
  hyperthreading: Enabled 3 4
  name: master
  platform:
    azure:
      encryptionAtHost: true
      ultraSSDCapability: Enabled
      osDisk:
        diskSizeGB: 1024 5
        diskType: Premium_LRS
        diskEncryptionSet:
          resourceGroup: disk_encryption_set_resource_group
          name: disk_encryption_set_name
          subscriptionId: secondary_subscription_id
      type: Standard_D8s_v3
  replicas: 3
compute: 6
- hyperthreading: Enabled 7
  name: worker
  platform:
    azure:
      ultraSSDCapability: Enabled
      type: Standard_D2s_v3
      encryptionAtHost: true
      osDisk:
        diskSizeGB: 512 8
        diskType: Standard_LRS
        diskEncryptionSet:
          resourceGroup: disk_encryption_set_resource_group
          name: disk_encryption_set_name
          subscriptionId: secondary_subscription_id
      zones: 9
      - "1"
      - "2"
      - "3"
  replicas: 5
metadata:
  name: test-cluster 10
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OVNKubernetes 11
  serviceNetwork:
  - 172.30.0.0/16
platform:
  azure:
    defaultMachinePlatform:
      ultraSSDCapability: Enabled
    baseDomainResourceGroupName: resource_group 12
    region: centralus 13
    resourceGroupName: existing_resource_group 14
    networkResourceGroupName: vnet_resource_group 15
    virtualNetwork: vnet 16
    controlPlaneSubnet: control_plane_subnet 17
    computeSubnet: compute_subnet 18
    outboundType: UserDefinedRouting 19
    cloudName: AzurePublicCloud
pullSecret: '{"auths": ...}' 20
fips: false 21
sshKey: ssh-ed25519 AAAA... 22
publish: Internal 23
1 10 13 20
Required. The installation program prompts you for this value.
2 6
If you do not provide these parameters and values, the installation program provides the default value.
3 7
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Only one control plane pool is used.
4
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger virtual machine types, such as Standard_D8s_v3, for your machines if you disable simultaneous multithreading.

5 8
You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
9
Specify a list of zones to deploy your machines to. For high availability, specify at least two zones.
11
The cluster network plugin to install. The supported values are OVNKubernetes and OpenShiftSDN. The default value is OVNKubernetes.
12
Specify the name of the resource group that contains the DNS zone for your base domain.
14
Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
15
If you use an existing VNet, specify the name of the resource group that contains it.
16
If you use an existing VNet, specify its name.
17
If you use an existing VNet, specify the name of the subnet to host the control plane machines.
18
If you use an existing VNet, specify the name of the subnet to host the compute machines.
19
You can customize your own outbound routing. Configuring user-defined routing prevents exposing external endpoints in your cluster. User-defined routing for egress requires deploying your cluster to an existing VNet.
21
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
Important

To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode. The use of FIPS validated or Modules In Process cryptographic libraries is only supported on OpenShift Container Platform deployments on the x86_64, ppc64le, and s390x architectures.

22
You can optionally provide the sshKey value that you use to access the machines in your cluster.
Note

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

23
How to publish the user-facing endpoints of your cluster. Set publish to Internal to deploy a private cluster, which cannot be accessed from the internet. The default value is External.

9.7.6. Configuring the cluster-wide proxy during installation

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

Prerequisites

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

    Note

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

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

Procedure

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

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: https://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    additionalTrustBundlePolicy: <policy_to_add_additionalTrustBundle> 5
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster.
    3
    A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4
    If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle.
    5
    Optional: The policy to determine the configuration of the Proxy object to reference the user-ca-bundle config map in the trustedCA field. The allowed values are Proxyonly and Always. Use Proxyonly to reference the user-ca-bundle config map only when http/https proxy is configured. Use Always to always reference the user-ca-bundle config map. The default value is Proxyonly.
    Note

    The installation program does not support the proxy readinessEndpoints field.

    Note

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

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

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

Note

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

Additional resources

9.8. Deploying the cluster

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

Important

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

Prerequisites

  • Configure an account with the cloud platform that hosts your cluster.
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Verify the cloud provider account on your host has the correct permissions to deploy the cluster. An account with incorrect permissions causes the installation process to fail with an error message that displays the missing permissions.

Procedure

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

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

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

Verification

When the cluster deployment completes successfully:

  • The terminal displays directions for accessing your cluster, including a link to the web console and credentials for the kubeadmin user.
  • Credential information also outputs to <installation_directory>/.openshift_install.log.
Important

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

Example output

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

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

9.9. Finalizing user-managed encryption after installation

If you installed OpenShift Container Platform using a user-managed encryption key, you can complete the installation by creating a new storage class and granting write permissions to the Azure cluster resource group.

Procedure

  1. Obtain the identity of the cluster resource group used by the installer:

    1. If you specified an existing resource group in install-config.yaml, obtain its Azure identity by running the following command:

      $ az identity list --resource-group "<existing_resource_group>"
    2. If you did not specify a existing resource group in install-config.yaml, locate the resource group that the installer created, and then obtain its Azure identity by running the following commands:

      $ az group list
      $ az identity list --resource-group "<installer_created_resource_group>"
  2. Grant a role assignment to the cluster resource group so that it can write to the Disk Encryption Set by running the following command:

    $ az role assignment create --role "<privileged_role>" \1
        --assignee "<resource_group_identity>" 2
    1
    Specifies an Azure role that has read/write permissions to the disk encryption set. You can use the Owner role or a custom role with the necessary permissions.
    2
    Specifies the identity of the cluster resource group.
  3. Obtain the id of the disk encryption set you created prior to installation by running the following command:

    $ az disk-encryption-set show -n <disk_encryption_set_name> \1
         --resource-group <resource_group_name> 2
    1
    Specifies the name of the disk encryption set.
    2
    Specifies the resource group that contains the disk encryption set. The id is in the format of "/subscriptions/…​/resourceGroups/…​/providers/Microsoft.Compute/diskEncryptionSets/…​".
  4. Obtain the identity of the cluster service principal by running the following command:

    $ az identity show -g <cluster_resource_group> \1
         -n <cluster_service_principal_name> \2
         --query principalId --out tsv
    1
    Specifies the name of the cluster resource group created by the installation program.
    2
    Specifies the name of the cluster service principal created by the installation program. The identity is in the format of 12345678-1234-1234-1234-1234567890.
  5. Create a role assignment that grants the cluster service principal necessary privileges to the disk encryption set by running the following command:

    $ az role assignment create --assignee <cluster_service_principal_id> \1
         --role <privileged_role> \2
         --scope <disk_encryption_set_id> \3
    1
    Specifies the ID of the cluster service principal obtained in the previous step.
    2
    Specifies the Azure role name. You can use the Contributor role or a custom role with the necessary permissions.
    3
    Specifies the ID of the disk encryption set.
  6. Create a storage class that uses the user-managed disk encryption set:

    1. Save the following storage class definition to a file, for example storage-class-definition.yaml:

      kind: StorageClass
      apiVersion: storage.k8s.io/v1
      metadata:
        name: managed-premium
      provisioner: kubernetes.io/azure-disk
      parameters:
        skuname: Premium_LRS
        kind: Managed
        diskEncryptionSetID: "<disk_encryption_set_ID>" 1
        resourceGroup: "<resource_group_name>" 2
      reclaimPolicy: Delete
      allowVolumeExpansion: true
      volumeBindingMode: WaitForFirstConsumer
      1
      Specifies the ID of the disk encryption set that you created in the prerequisite steps, for example "/subscriptions/xxxxxx-xxxxx-xxxxx/resourceGroups/test-encryption/providers/Microsoft.Compute/diskEncryptionSets/disk-encryption-set-xxxxxx".
      2
      Specifies the name of the resource group used by the installer. This is the same resource group from the first step.
    2. Create the storage class managed-premium from the file you created by running the following command:

      $ oc create -f storage-class-definition.yaml
  7. Select the managed-premium storage class when you create persistent volumes to use encrypted storage.

9.10. Installing the OpenShift CLI by downloading the binary

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

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.12. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the architecture from the Product Variant drop-down list.
  3. Select the appropriate version from the Version drop-down list.
  4. Click Download Now next to the OpenShift v4.12 Linux Client entry and save the file.
  5. Unpack the archive:

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

    To check your PATH, execute the following command:

    $ echo $PATH

Verification

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

    $ oc <command>
Installing the OpenShift CLI on Windows

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

Procedure

  1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
  2. Select the appropriate version from the Version drop-down list.
  3. Click Download Now next to the OpenShift v4.12 Windows Client entry and save the file.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a dire