Installing on Azure

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.

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.

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.

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.

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.

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>)

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.

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.

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

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

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

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

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>)

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.

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.

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.

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.

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

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

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

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

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>)

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.

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.

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.

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.

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.

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

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

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

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

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>)

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.

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.