Chapter 5. Installing a cluster on AWS with customizations
In OpenShift Container Platform version 4.13, you can install a customized cluster on infrastructure that the installation program provisions on Amazon Web Services (AWS). To customize the installation, you modify parameters in the install-config.yaml
file before you install the cluster.
The scope of the OpenShift Container Platform installation configurations is intentionally narrow. It is designed for simplicity and ensured success. You can complete many more OpenShift Container Platform configuration tasks after an installation completes.
5.1. Prerequisites
- You reviewed details about the OpenShift Container Platform installation and update processes.
- You read the documentation on selecting a cluster installation method and preparing it for users.
You configured an AWS account to host the cluster.
ImportantIf you have an AWS profile stored on your computer, it must not use a temporary session token that you generated while using a multi-factor authentication device. The cluster continues to use your current AWS credentials to create AWS resources for the entire life of the cluster, so you must use long-lived credentials. To generate appropriate keys, see Managing Access Keys for IAM Users in the AWS documentation. You can supply the keys when you run the installation program.
- If you use a firewall, you configured it to allow the sites that your cluster requires access to.
-
If the cloud identity and access management (IAM) APIs are not accessible in your environment, or if you do not want to store an administrator-level credential secret in the
kube-system
namespace, you can manually create and maintain IAM credentials.
5.2. Internet access for OpenShift Container Platform
In OpenShift Container Platform 4.13, 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.
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.
Do not skip this procedure in production environments, where disaster recovery and debugging is required.
You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.
Procedure
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.
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
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.NoteOn some distributions, default SSH private key identities such as
~/.ssh/id_rsa
and~/.ssh/id_dsa
are managed automatically.If the
ssh-agent
process is not already running for your local user, start it as a background task:$ eval "$(ssh-agent -s)"
Example output
Agent pid 31874
Add your SSH private key to the
ssh-agent
:$ 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 an AWS Marketplace image
If you are deploying an OpenShift Container Platform cluster using an AWS Marketplace image, you must first subscribe through AWS. Subscribing to the offer provides you with the AMI ID that the installation program uses to deploy worker nodes.
Prerequisites
- You have an AWS account to purchase the offer. This account does not have to be the same account that is used to install the cluster.
Procedure
- Complete the OpenShift Container Platform subscription from the AWS Marketplace.
-
Record the AMI ID for your specific region. As part of the installation process, you must update the
install-config.yaml
file with this value before deploying the cluster.
Sample install-config.yaml
file with AWS Marketplace worker nodes
apiVersion: v1 baseDomain: example.com compute: - hyperthreading: Enabled name: worker platform: aws: amiID: ami-06c4d345f7c207239 1 type: m5.4xlarge replicas: 3 metadata: name: test-cluster platform: aws: region: us-east-2 2 sshKey: ssh-ed25519 AAAA... pullSecret: '{"auths": ...}'
5.5. 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
- 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.
- Select your infrastructure provider.
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.
ImportantThe 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.
ImportantDeleting 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.
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
- Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.
5.6. Creating the installation configuration file
You can customize the OpenShift Container Platform cluster you install on Amazon Web Services (AWS).
Prerequisites
- Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
- Obtain service principal permissions at the subscription level.
Procedure
Create the
install-config.yaml
file.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.
NoteAlways delete the
~/.powervs
directory to avoid reusing a stale configuration. Run the following command:$ rm -rf ~/.powervs
At the prompts, provide the configuration details for your cloud:
Optional: Select an SSH key to use to access your cluster machines.
NoteFor 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.- Select AWS as the platform to target.
- If you do not have an Amazon Web Services (AWS) profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.
- Select the AWS region to deploy the cluster to.
- Select the base domain for the Route 53 service that you configured for your cluster.
- Enter a descriptive name for your cluster.
- Paste the pull secret from the Red Hat OpenShift Cluster Manager.
Modify the
install-config.yaml
file. You can find more information about the available parameters in the "Installation configuration parameters" section.NoteIf you are installing a three-node cluster, be sure to set the
compute.replicas
parameter to0
. This ensures that cluster’s control planes are schedulable. For more information, see "Installing a three-node cluster on AWS".Back up the
install-config.yaml
file so that you can use it to install multiple clusters.ImportantThe
install-config.yaml
file is consumed during the installation process. If you want to reuse the file, you must back it up now.
5.6.1. 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.
After installation, you cannot modify these parameters in the install-config.yaml
file.
5.6.1.1. Required configuration parameters
Required installation configuration parameters are described in the following table:
Parameter | Description | Values |
---|---|---|
|
The API version for the | String |
|
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 |
A fully-qualified domain or subdomain name, such as |
|
Kubernetes resource | Object |
|
The name of the cluster. DNS records for the cluster are all subdomains of |
String of lowercase letters, hyphens ( |
|
The configuration for the specific platform upon which to perform the installation: | Object |
| Get a pull secret from the Red Hat OpenShift Cluster Manager to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io. |
{ "auths":{ "cloud.openshift.com":{ "auth":"b3Blb=", "email":"you@example.com" }, "quay.io":{ "auth":"b3Blb=", "email":"you@example.com" } } } |
5.6.1.2. 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.
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.
Parameter | Description | Values |
---|---|---|
| The configuration for the cluster network. | Object Note
You cannot modify parameters specified by the |
| The Red Hat OpenShift Networking network plugin to install. |
Either |
| The IP address blocks for pods.
The default value is 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 |
|
Required if you use An IPv4 network. |
An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between |
|
The subnet prefix length to assign to each individual node. For example, if | A subnet prefix.
The default value is |
|
The IP address block for services. The default value is 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 |
| 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 |
|
Required if you use | An IP network block in CIDR notation.
For example, Note
Set the |
5.6.1.3. Optional configuration parameters
Optional installation configuration parameters are described in the following table:
Parameter | Description | Values |
---|---|---|
| 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 |
| 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 |
|
Selects an initial set of optional capabilities to enable. Valid values are | String |
|
Extends the set of optional capabilities beyond what you specify in | String array |
| Enables workload partitioning, which isolates OpenShift Container Platform services, cluster management workloads, and infrastructure pods to run on a reserved set of CPUs. Workload partitioning can only be enabled during installation and cannot be disabled after installation. While this field enables workload partitioning, it does not configure workloads to use specific CPUs. For more information, see the Workload partitioning page in the Scalability and Performance section. |
|
| The configuration for the machines that comprise the compute nodes. |
Array of |
|
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 | String |
compute: hyperthreading: |
Whether to enable or disable simultaneous multithreading, or Important If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. |
|
|
Required if you use |
|
|
Required if you use |
|
| The number of compute machines, which are also known as worker machines, to provision. |
A positive integer greater than or equal to |
| 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 |
| The configuration for the machines that comprise the control plane. |
Array of |
|
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 | String |
controlPlane: hyperthreading: |
Whether to enable or disable simultaneous multithreading, or Important If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. |
|
|
Required if you use |
|
|
Required if you use |
|
| The number of control plane machines to provision. |
The only supported value is |
| 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 |
|
| Sources and repositories for the release-image content. |
Array of objects. Includes a |
|
Required if you use | String |
| Specify one or more repositories that may also contain the same images. | Array of strings |
|
Required to set the NLB load balancer type in AWS. Valid values are |
|
| How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes. |
|
| 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 |
For example, |
Not all CCO modes are supported for all cloud providers. For more information about CCO modes, see the "Managing cloud provider credentials" entry in the Authentication and authorization content.
NoteIf your AWS account has service control policies (SCP) enabled, you must configure the
credentialsMode
parameter toMint
,Passthrough
, orManual
.ImportantSetting this parameter to
Manual
enables alternatives to storing administrator-level secrets in thekube-system
project, which require additional configuration steps. For more information, see "Alternatives to storing administrator-level secrets in the kube-system project".
5.6.1.4. Optional AWS configuration parameters
Optional AWS configuration parameters are described in the following table:
Parameter | Description | Values |
---|---|---|
| The AWS AMI used to boot compute machines for the cluster. This is required for regions that require a custom RHCOS AMI. | Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs. |
| A pre-existing AWS IAM role applied to the compute machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role. | The name of a valid AWS IAM role. |
| The Input/Output Operations Per Second (IOPS) that is reserved for the root volume. |
Integer, for example |
| The size in GiB of the root volume. |
Integer, for example |
| The type of the root volume. |
Valid AWS EBS volume type, such as |
| The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt operating system volumes of worker nodes with a specific KMS key. | Valid key ID or the key ARN. |
| The EC2 instance type for the compute machines. |
Valid AWS instance type, such as |
| The availability zones where the installation program creates machines for the compute machine pool. If you provide your own VPC, you must provide a subnet in that availability zone. |
A list of valid AWS availability zones, such as |
| The AWS region that the installation program creates compute resources in. |
Any valid AWS region, such as aws ec2 describe-instance-type-offerings --filters Name=instance-type,Values=c7g.xlarge Important When running on ARM based AWS instances, ensure that you enter a region where AWS Graviton processors are available. See Global availability map in the AWS documentation. Currently, AWS Graviton3 processors are only available in some regions. |
| The AWS AMI used to boot control plane machines for the cluster. This is required for regions that require a custom RHCOS AMI. | Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs. |
| A pre-existing AWS IAM role applied to the control plane machine pool instance profiles. You can use these fields to match naming schemes and include predefined permissions boundaries for your IAM roles. If undefined, the installation program creates a new IAM role. | The name of a valid AWS IAM role. |
| The Amazon Resource Name (key ARN) of a KMS key. This is required to encrypt operating system volumes of control plane nodes with a specific KMS key. | Valid key ID and the key ARN. |
| The EC2 instance type for the control plane machines. |
Valid AWS instance type, such as |
| The availability zones where the installation program creates machines for the control plane machine pool. |
A list of valid AWS availability zones, such as |
| The AWS region that the installation program creates control plane resources in. |
Valid AWS region, such as |
| The AWS AMI used to boot all machines for the cluster. If set, the AMI must belong to the same region as the cluster. This is required for regions that require a custom RHCOS AMI. | Any published or custom RHCOS AMI that belongs to the set AWS region. See RHCOS AMIs for AWS infrastructure for available AMI IDs. |
| An existing Route 53 private hosted zone for the cluster. You can only use a pre-existing hosted zone when also supplying your own VPC. The hosted zone must already be associated with the user-provided VPC before installation. Also, the domain of the hosted zone must be the cluster domain or a parent of the cluster domain. If undefined, the installation program creates a new hosted zone. |
String, for example |
| The AWS service endpoint name. Custom endpoints are only required for cases where alternative AWS endpoints must be used. Custom API endpoints can be specified for EC2, S3, IAM, Elastic Load Balancing, Tagging, Route 53, and STS AWS services. | Valid AWS service endpoint name. |
|
The AWS service endpoint URL. The URL must use the | Valid AWS service endpoint URL. |
| A map of keys and values that the installation program adds as tags to all resources that it creates. |
Any valid YAML map, such as key value pairs in the Note You can add up to 25 user defined tags during installation. The remaining 25 tags are reserved for OpenShift Container Platform. |
| A flag that directs in-cluster Operators to include the specified user tags in the tags of the AWS resources that the Operators create. |
Boolean values, for example |
|
If you provide the VPC instead of allowing the installation program to create the VPC for you, specify the subnet for the cluster to use. The subnet must be part of the same For a standard cluster, specify a public and a private subnet for each availability zone. For a private cluster, specify a private subnet for each availability zone. For clusters that use AWS Local Zones, you must add AWS Local Zone subnets to this list to ensure edge machine pool creation. | Valid subnet IDs. |
5.6.2. Minimum resource requirements for cluster installation
Each cluster machine must meet the following minimum requirements:
Machine | Operating System | vCPU [1] | Virtual RAM | Storage | Input/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 |
- One vCPU is equivalent to one physical core when simultaneous multithreading (SMT), or Hyper-Threading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = vCPUs.
- 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.
- 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.
As of OpenShift Container Platform version 4.13, RHCOS is based on RHEL version 9.2, which updates the micro-architecture requirements. The following list contains the minimum instruction set architectures (ISA) that each architecture requires:
- x86-64 architecture requires x86-64-v2 ISA
- ARM64 architecture requires ARMv8.0-A ISA
- IBM Power architecture requires Power 9 ISA
- s390x architecture requires z14 ISA
For more information, see RHEL Architectures.
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
5.6.3. Tested instance types for AWS
The following Amazon Web Services (AWS) instance types have been tested with OpenShift Container Platform.
Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".
Example 5.1. Machine types based on 64-bit x86 architecture
-
c4.*
-
c5.*
-
c5a.*
-
i3.*
-
m4.*
-
m5.*
-
m5a.*
-
m6a.*
-
m6i.*
-
r4.*
-
r5.*
-
r5a.*
-
r6i.*
-
t3.*
-
t3a.*
5.6.4. Tested instance types for AWS on 64-bit ARM infrastructures
The following Amazon Web Services (AWS) 64-bit ARM instance types have been tested with OpenShift Container Platform.
Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in "Minimum resource requirements for cluster installation".
Example 5.2. Machine types based on 64-bit ARM architecture
-
c6g.*
-
c7g.*
-
m6g.*
-
m7g.*
-
r8g.*
5.6.5. Sample customized install-config.yaml file for AWS
You can customize the installation configuration file (install-config.yaml
) to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.
This sample YAML file is provided for reference only. You must obtain your install-config.yaml
file by using the installation program and modify it.
apiVersion: v1 baseDomain: example.com 1 credentialsMode: Mint 2 controlPlane: 3 4 hyperthreading: Enabled 5 name: master platform: aws: zones: - us-west-2a - us-west-2b rootVolume: iops: 4000 size: 500 type: io1 6 metadataService: authentication: Optional 7 type: m6i.xlarge replicas: 3 compute: 8 - hyperthreading: Enabled 9 name: worker platform: aws: rootVolume: iops: 2000 size: 500 type: io1 10 metadataService: authentication: Optional 11 type: c5.4xlarge zones: - us-west-2c replicas: 3 metadata: name: test-cluster 12 networking: clusterNetwork: - cidr: 10.128.0.0/14 hostPrefix: 23 machineNetwork: - cidr: 10.0.0.0/16 networkType: OVNKubernetes 13 serviceNetwork: - 172.30.0.0/16 platform: aws: region: us-west-2 14 propagateUserTags: true 15 userTags: adminContact: jdoe costCenter: 7536 amiID: ami-96c6f8f7 16 serviceEndpoints: 17 - name: ec2 url: https://vpce-id.ec2.us-west-2.vpce.amazonaws.com fips: false 18 sshKey: ssh-ed25519 AAAA... 19 pullSecret: '{"auths": ...}' 20
- 1 12 14 20
- Required. The installation program prompts you for this value.
- 2
- Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode, instead of having the CCO dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the Cloud Credential Operator entry in the Red Hat Operators reference content.
- 3 8 15
- If you do not provide these parameters and values, the installation program provides the default value.
- 4
- The
controlPlane
section is a single mapping, but thecompute
section is a sequence of mappings. To meet the requirements of the different data structures, the first line of thecompute
section must begin with a hyphen,-
, and the first line of thecontrolPlane
section must not. Only one control plane pool is used. - 5 9
- 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 toDisabled
. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.ImportantIf you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as
m4.2xlarge
orm5.2xlarge
, for your machines if you disable simultaneous multithreading. - 6 10
- To configure faster storage for etcd, especially for larger clusters, set the storage type as
io1
and setiops
to2000
. - 7 11
- Whether to require the Amazon EC2 Instance Metadata Service v2 (IMDSv2). To require IMDSv2, set the parameter value to
Required
. To allow the use of both IMDSv1 and IMDSv2, set the parameter value toOptional
. If no value is specified, both IMDSv1 and IMDSv2 are allowed.NoteThe IMDS configuration for control plane machines that is set during cluster installation can only be changed by using the AWS CLI. The IMDS configuration for compute machines can be changed by using compute machine sets.
- 13
- The cluster network plugin to install. The supported values are
OVNKubernetes
andOpenShiftSDN
. The default value isOVNKubernetes
. - 16
- The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
- 17
- The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the
https
protocol and the host must trust the certificate. - 18
- Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled.Important
OpenShift Container Platform 4.13 is based on Red Hat Enterprise Linux (RHEL) 9.2. RHEL 9.2 cryptographic modules have not yet been submitted for FIPS validation. For more information, see "About this release" in the 4.13 OpenShift Container Platform Release Notes.
- 19
- You can optionally provide the
sshKey
value that you use to access the machines in your cluster.NoteFor production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your
ssh-agent
process uses.
5.6.6. 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’sspec.noProxy
field to bypass the proxy if necessary.NoteThe
Proxy
objectstatus.noProxy
field is populated with the values of thenetworking.machineNetwork[].cidr
,networking.clusterNetwork[].cidr
, andnetworking.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
objectstatus.noProxy
field is also populated with the instance metadata endpoint (169.254.169.254
).
Procedure
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: ec2.<aws_region>.amazonaws.com,elasticloadbalancing.<aws_region>.amazonaws.com,s3.<aws_region>.amazonaws.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
matchesx.y.com
, but noty.com
. Use*
to bypass the proxy for all destinations. If you have added the AmazonEC2
,Elastic Load Balancing
, andS3
VPC endpoints to your VPC, you must add these endpoints to thenoProxy
field. - 4
- If provided, the installation program generates a config map that is named
user-ca-bundle
in theopenshift-config
namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates atrusted-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 thetrustedCA
field of theProxy
object. TheadditionalTrustBundle
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 theuser-ca-bundle
config map in thetrustedCA
field. The allowed values areProxyonly
andAlways
. UseProxyonly
to reference theuser-ca-bundle
config map only whenhttp/https
proxy is configured. UseAlways
to always reference theuser-ca-bundle
config map. The default value isProxyonly
.
NoteThe installation program does not support the proxy
readinessEndpoints
field.NoteIf 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
- 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
.
Only the Proxy
object named cluster
is supported, and no additional proxies can be created.
5.7. Deploying the cluster
You can install OpenShift Container Platform on a compatible cloud platform.
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
Optional: Remove or disable the
AdministratorAccess
policy from the IAM account that you used to install the cluster.NoteThe elevated permissions provided by the
AdministratorAccess
policy are required only during installation.
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
.
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
-
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.
5.8. Installing the OpenShift CLI by downloading the binary
You can install the OpenShift CLI (oc
) to interact with OpenShift Container Platform from a command-line interface. You can install oc
on Linux, Windows, or macOS.
If you installed an earlier version of oc
, you cannot use it to complete all of the commands in OpenShift Container Platform 4.13. 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
- Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
- Select the architecture from the Product Variant drop-down list.
- Select the appropriate version from the Version drop-down list.
- Click Download Now next to the OpenShift v4.13 Linux Client entry and save the file.
Unpack the archive:
$ tar xvf <file>
Place the
oc
binary in a directory that is on yourPATH
.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
- Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
- Select the appropriate version from the Version drop-down list.
- Click Download Now next to the OpenShift v4.13 Windows Client entry and save the file.
- Unzip the archive with a ZIP program.
Move the
oc
binary to a directory that is on yourPATH
.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
- Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
- Select the appropriate version from the Version drop-down list.
Click Download Now next to the OpenShift v4.13 macOS Client entry and save the file.
NoteFor macOS arm64, choose the OpenShift v4.13 macOS arm64 Client entry.
- Unpack and unzip the archive.
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>
5.9. Logging in to the cluster by using the CLI
You can log in to your cluster as a default system user by exporting the cluster kubeconfig
file. The kubeconfig
file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OpenShift Container Platform installation.
Prerequisites
- You deployed an OpenShift Container Platform cluster.
-
You installed the
oc
CLI.
Procedure
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.
Verify you can run
oc
commands successfully using the exported configuration:$ oc whoami
Example output
system:admin
5.10. Logging in to the cluster by using the web console
The kubeadmin
user exists by default after an OpenShift Container Platform installation. You can log in to your cluster as the kubeadmin
user by using the OpenShift Container Platform web console.
Prerequisites
- You have access to the installation host.
- You completed a cluster installation and all cluster Operators are available.
Procedure
Obtain the password for the
kubeadmin
user from thekubeadmin-password
file on the installation host:$ cat <installation_directory>/auth/kubeadmin-password
NoteAlternatively, you can obtain the
kubeadmin
password from the<installation_directory>/.openshift_install.log
log file on the installation host.List the OpenShift Container Platform web console route:
$ oc get routes -n openshift-console | grep 'console-openshift'
NoteAlternatively, you can obtain the OpenShift Container Platform route from the
<installation_directory>/.openshift_install.log
log file on the installation host.Example output
console console-openshift-console.apps.<cluster_name>.<base_domain> console https reencrypt/Redirect None
-
Navigate to the route detailed in the output of the preceding command in a web browser and log in as the
kubeadmin
user.
Additional resources
- See Accessing the web console for more details about accessing and understanding the OpenShift Container Platform web console.
5.11. Telemetry access for OpenShift Container Platform
In OpenShift Container Platform 4.13, 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
- See About remote health monitoring for more information about the Telemetry service.
5.12. Next steps
- Validating an installation.
- Customize your cluster.
- If necessary, you can opt out of remote health reporting.
- If necessary, you can remove cloud provider credentials.