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 by running the following command:

   $ az login

2. Ensure that you are using the right subscription:

   1. View a list of available subscriptions by running the following command:

      $ az account list --refresh

      Example output

      [
        {
          "cloudName": "AzureCloud",
          "id": "8xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
          "isDefault": true,
          "name": "Subscription Name 1",
          "state": "Enabled",
          "tenantId": "6xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
          "user": {
            "name": "you@example.com",
            "type": "user"
          }
        },
        {
          "cloudName": "AzureCloud",
          "id": "9xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
          "isDefault": false,
          "name": "Subscription Name 2",
          "state": "Enabled",
          "tenantId": "7xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
          "user": {
            "name": "you2@example.com",
            "type": "user"
          }
        }
      ]

   2. View the details of the active account, and confirm that this is the subscription you want to use, by running the following command:

      $ az account show

      Example output

      {
        "environmentName": "AzureCloud",
        "id": "8xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
        "isDefault": true,
        "name": "Subscription Name 1",
        "state": "Enabled",
        "tenantId": "6xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }

3. If you are not using the right subscription:

   1. Change the active subscription by running the following command:

      $ az account set -s <subscription_id>

   2. Verify that you are using the subscription you need by running the following command:

      $ az account show

      Example output

      {
        "environmentName": "AzureCloud",
        "id": "9xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
        "isDefault": true,
        "name": "Subscription Name 2",
        "state": "Enabled",
        "tenantId": "7xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
        "user": {
          "name": "you2@example.com",
          "type": "user"
        }
      }

4. Record the id and tenantId parameter values from the output. You require these values to install an OpenShift Container Platform cluster.

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 the RHEL cryptographic libraries that have been submitted to NIST for FIPS 140-2/140-3 Validation on only 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. Go to the Cluster Type page on the Red Hat Hybrid Cloud Console. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
2. Select your infrastructure provider from the Run it yourself section of the page.
3. Select your host operating system and architecture from the dropdown menus under OpenShift Installer and click Download Installer.

4. Place the downloaded file in the directory where you want to 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 of the files are required to delete the cluster.
   • 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.

5. 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

6. Download your installation pull secret from 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. Optional: If you have run the installation program on this computer before, and want to use an alternative service principal, go to the ~/.azure/ directory and delete the osServicePrincipal.json configuration file.

   Deleting this file prevents the installation program from automatically reusing subscription and authentication values from a previous installation.

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

   $ ./openshift-install create cluster --dir <installation_directory> \ 1
       --log-level=info 2

   1

   For <installation_directory>, specify the directory name to store the files that the installation program creates.

   2

   To view different installation details, specify warn, debug, or error instead of info.

   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.

3. 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.

      If the installation program cannot locate the osServicePrincipal.json configuration file from a previous installation, you are prompted for Azure subscription and authentication values.

   3. Specify the following Azure parameter values for your subscription and service principal:

      • azure subscription id: Enter the subscription ID to use for the cluster.
      • azure tenant id: Enter the tenant ID.
      • azure service principal client id: Enter its application ID.
      • azure service principal client secret: Enter its password.
   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 Red Hat OpenShift Cluster Manager.

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 v4.14 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 v4.14 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 v4.14 macOS Client entry and save the file.

   Note

   For macOS arm64, choose the OpenShift v4.14 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 the RHEL cryptographic libraries that have been submitted to NIST for FIPS 140-2/140-3 Validation on only 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-ocp-worker:413.92.2023101700            413.92.2023101700
     rh-ocp-worker  RedHat          rh-ocp-worker-gen1  RedHat:rh-ocp-worker:rh-ocp-worker-gen1:413.92.2023101700       413.92.2023101700

   • 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:413.92.2023101700            413.92.2023101700
     rh-ocp-worker  redhat-limited  rh-ocp-worker-gen1  redhat-limited:rh-ocp-worker:rh-ocp-worker-gen1:413.92.2023101700       413.92.2023101700

   Note

   Regardless of the version of OpenShift Container Platform that you install, the correct version of the Azure Marketplace image to use is 4.13. 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. Go to the Cluster Type page on the Red Hat Hybrid Cloud Console. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
2. Select your infrastructure provider from the Run it yourself section of the page.
3. Select your host operating system and architecture from the dropdown menus under OpenShift Installer and click Download Installer.

4. Place the downloaded file in the directory where you want to 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 of the files are required to delete the cluster.
   • 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.

5. 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

6. Download your installation pull secret from 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. Optional: If you have run the installation program on this computer before, and want to use an alternative service principal or managed identity, go to the ~/.azure/ directory and delete the osServicePrincipal.json configuration file.

   Deleting this file prevents the installation program from automatically reusing subscription and authentication values from a previous installation.

2. 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.

        Note

        Always delete the ~/.powervs directory to avoid reusing a stale configuration. Run the following command:

        $ rm -rf ~/.powervs

   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.

         If the installation program cannot locate the osServicePrincipal.json configuration file from a previous installation, you are prompted for Azure subscription and authentication values.

      3. Enter the following Azure parameter values for your subscription:

         • azure subscription id: Enter the subscription ID to use for the cluster.
         • azure tenant id: Enter the tenant ID.

      4. Depending on the Azure identity you are using to deploy the cluster, do one of the following when prompted for the azure service principal client id:

         • If you are using a service principal, enter its application ID.
         • If you are using a system-assigned managed identity, leave this value blank.
         • If you are using a user-assigned managed identity, specify its client ID.

      5. Depending on the Azure identity you are using to deploy the cluster, do one of the following when prompted for the azure service principal client secret:

         • If you are using a service principal, enter its password.
         • If you are using a system-assigned managed identity, leave this value blank.
         • If you are using a user-assigned managed identity, leave this value blank.
      6. Select the region to deploy the cluster to.
      7. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.

      8. 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.

3. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.

   Note

   If you are installing a three-node cluster, be sure to set the compute.replicas parameter to 0. This ensures that the cluster’s control planes are schedulable. For more information, see "Installing a three-node cluster on Azure".

4. Back up the install-config.yaml file so that you can use it to install multiple clusters.

   Important

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

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 v4.14 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 v4.14 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 v4.14 macOS Client entry and save the file.

   Note

   For macOS arm64, choose the OpenShift v4.14 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 the RHEL cryptographic libraries that have been submitted to NIST for FIPS 140-2/140-3 Validation on only 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. Go to the Cluster Type page on the Red Hat Hybrid Cloud Console. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
2. Select your infrastructure provider from the Run it yourself section of the page.
3. Select your host operating system and architecture from the dropdown menus under OpenShift Installer and click Download Installer.

4. Place the downloaded file in the directory where you want to 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 of the files are required to delete the cluster.
   • 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.

5. 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

6. Download your installation pull secret from 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. Optional: If you have run the installation program on this computer before, and want to use an alternative service principal or managed identity, go to the ~/.azure/ directory and delete the osServicePrincipal.json configuration file.

   Deleting this file prevents the installation program from automatically reusing subscription and authentication values from a previous installation.

2. 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.

        Note

        Always delete the ~/.powervs directory to avoid reusing a stale configuration. Run the following command:

        $ rm -rf ~/.powervs

   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.

         If the installation program cannot locate the osServicePrincipal.json configuration file from a previous installation, you are prompted for Azure subscription and authentication values.

      3. Enter the following Azure parameter values for your subscription:

         • azure subscription id: Enter the subscription ID to use for the cluster.
         • azure tenant id: Enter the tenant ID.

      4. Depending on the Azure identity you are using to deploy the cluster, do one of the following when prompted for the azure service principal client id:

         • If you are using a service principal, enter its application ID.
         • If you are using a system-assigned managed identity, leave this value blank.
         • If you are using a user-assigned managed identity, specify its client ID.

      5. Depending on the Azure identity you are using to deploy the cluster, do one of the following when prompted for the azure service principal client secret:

         • If you are using a service principal, enter its password.
         • If you are using a system-assigned managed identity, leave this value blank.
         • If you are using a user-assigned managed identity, leave this value blank.
      6. Select the region to deploy the cluster to.
      7. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.

      8. 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.

3. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.

4. Back up the install-config.yaml file so that you can use it to install multiple clusters.

   Important

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

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, 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. 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 v4.14 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 v4.14 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 v4.14 macOS Client entry and save the file.

   Note

   For macOS arm64, choose the OpenShift v4.14 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 the RHEL cryptographic libraries that have been submitted to NIST for FIPS 140-2/140-3 Validation on only 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. Go to the Cluster Type page on the Red Hat Hybrid Cloud Console. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
2. Select your infrastructure provider from the Run it yourself section of the page.
3. Select your host operating system and architecture from the dropdown menus under OpenShift Installer and click Download Installer.

4. Place the downloaded file in the directory where you want to 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 of the files are required to delete the cluster.
   • 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.

5. 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

6. Download your installation pull secret from 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. Optional: If you have run the installation program on this computer before, and want to use an alternative service principal or managed identity, go to the ~/.azure/ directory and delete the osServicePrincipal.json configuration file.

   Deleting this file prevents the installation program from automatically reusing subscription and authentication values from a previous installation.

2. 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.

        Note

        Always delete the ~/.powervs directory to avoid reusing a stale configuration. Run the following command:

        $ rm -rf ~/.powervs

   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.

         If the installation program cannot locate the osServicePrincipal.json configuration file from a previous installation, you are prompted for Azure subscription and authentication values.

      3. Enter the following Azure parameter values for your subscription:

         • azure subscription id: Enter the subscription ID to use for the cluster.
         • azure tenant id: Enter the tenant ID.

      4. Depending on the Azure identity you are using to deploy the cluster, do one of the following when prompted for the azure service principal client id:

         • If you are using a service principal, enter its application ID.
         • If you are using a system-assigned managed identity, leave this value blank.
         • If you are using a user-assigned managed identity, specify its client ID.

      5. Depending on the Azure identity you are using to deploy the cluster, do one of the following when prompted for the azure service principal client secret:

         • If you are using a service principal, enter its password.
         • If you are using a system-assigned managed identity, leave this value blank.
         • If you are using a user-assigned managed identity, leave this value blank.
      6. Select the region to deploy the cluster to.
      7. Select the base domain to deploy the cluster to. The base domain corresponds to the Azure DNS Zone that you created for your cluster.

      8. 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.

3. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.

4. Back up the install-config.yaml file so that you can use it to install multiple clusters.

   Important

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