Chapter 4. User-provisioned infrastructure
4.1. Preparing to install a cluster on Azure Stack Hub
You prepare to install an OpenShift Container Platform cluster on Azure Stack Hub by completing the following steps:
- Verifying internet connectivity for your cluster.
- Configuring an Azure Stack Hub account.
- Generating an SSH key pair. You can use this key pair to authenticate into the OpenShift Container Platform cluster’s nodes after it is deployed.
- Downloading the installation program.
-
Installing the OpenShift CLI (
oc
).
4.1.1. Internet access for OpenShift Container Platform
In OpenShift Container Platform 4.17, you require access to the internet to install your cluster.
You must have internet access to:
- Access OpenShift Cluster Manager 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.
4.1.2. 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.
NoteIf 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
, ands390x
architectures, do not create a key that uses theed25519
algorithm. Instead, create a key that uses thersa
orecdsa
algorithm.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 "$(ssh-agent -s)"
Example output
Agent pid 31874
NoteIf your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.
Add your SSH private key to the
ssh-agent
:$ 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.
4.1.3. 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 at least 1.2 GB of local disk space.
Procedure
- 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.
- Select your infrastructure provider from the Run it yourself section of the page.
- Select your host operating system and architecture from the dropdown menus under OpenShift Installer and click Download Installer.
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.
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 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.
Alternatively, you can retrieve the installation program from the Red Hat Customer Portal, where you can specify a version of the installation program to download. However, you must have an active subscription to access this page.
4.1.4. Installing the OpenShift CLI
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 4.17. 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 v4.17 Linux Clients 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 v4.17 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 v4.17 macOS Clients entry and save the file.
NoteFor macOS arm64, choose the OpenShift v4.17 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 $PATH
Verification
Verify your installation by using an
oc
command:$ oc <command>
4.2. Installing a cluster on Azure Stack Hub using ARM templates
In OpenShift Container Platform version 4.17, you can install a cluster on Microsoft Azure Stack Hub by using infrastructure that you provide.
Several Azure Resource Manager (ARM) templates are provided to assist in completing these steps or to help model your own.
The steps for performing a user-provisioned infrastructure installation are provided as an example only. Installing a cluster with infrastructure you provide requires knowledge of the cloud provider and the installation process of OpenShift Container Platform. Several ARM templates are provided to assist in completing these steps or to help model your own. You are also free to create the required resources through other methods; the templates are just an example.
4.2.1. 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 Azure Stack Hub account to host the cluster.
-
You downloaded the Azure CLI and installed it on your computer. See Install the Azure CLI in the Azure documentation. The documentation below was tested using version
2.28.0
of the Azure CLI. Azure CLI commands might perform differently based on the version you use. If you use a firewall and plan to use the Telemetry service, you configured the firewall to allow the sites that your cluster requires access to.
NoteBe sure to also review this site list if you are configuring a proxy.
4.2.2. Configuring your Azure Stack Hub project
Before you can install OpenShift Container Platform, you must configure an Azure project to host it.
All Azure Stack Hub 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 Stack Hub restricts, see Resolve reserved resource name errors in the Azure documentation.
4.2.2.1. Azure Stack Hub account limits
The OpenShift Container Platform cluster uses a number of Microsoft Azure Stack Hub components, and the default Quota types in Azure Stack Hub affect your ability to install OpenShift Container Platform clusters.
The following table summarizes the Azure Stack Hub components whose limits can impact your ability to install and run OpenShift Container Platform clusters.
Component | Number of components required by default | Description | ||||||
---|---|---|---|---|---|---|---|---|
vCPU | 56 | A default cluster requires 56 vCPUs, so you must increase the account limit. By default, each cluster creates the following instances:
Because the bootstrap, control plane, and worker machines use To deploy more worker nodes, enable autoscaling, deploy large workloads, or use a different instance type, you must further increase the vCPU limit for your account to ensure that your cluster can deploy the machines that you require. | ||||||
VNet | 1 | Each default cluster requires one Virtual Network (VNet), which contains two subnets. | ||||||
Network interfaces | 7 | Each default cluster requires seven network interfaces. If you create more machines or your deployed workloads create load balancers, your cluster uses more network interfaces. | ||||||
Network security groups | 2 | Each cluster creates network security groups for each subnet in the VNet. The default cluster creates network security groups for the control plane and for the compute node subnets:
| ||||||
Network load balancers | 3 | Each cluster creates the following load balancers:
If your applications create more Kubernetes | ||||||
Public IP addresses | 2 | The public load balancer uses a public IP address. The bootstrap machine also uses a public IP address so that you can SSH into the machine to troubleshoot issues during installation. The IP address for the bootstrap node is used only during installation. | ||||||
Private IP addresses | 7 | The internal load balancer, each of the three control plane machines, and each of the three worker machines each use a private IP address. |
Additional resources
4.2.2.2. Configuring a DNS zone in Azure Stack Hub
To successfully install OpenShift Container Platform on Azure Stack Hub, you must create DNS records in an Azure Stack Hub DNS zone. The DNS zone must be authoritative for the domain. To delegate a registrar’s DNS zone to Azure Stack Hub, see Microsoft’s documentation for Azure Stack Hub datacenter DNS integration.
You can view Azure’s DNS solution by visiting this example for creating DNS zones.
4.2.2.3. Certificate signing requests management
Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager
only approves the kubelet client CSRs. The machine-approver
cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.
4.2.2.4. Required Azure Stack Hub roles
Your Microsoft Azure Stack Hub account must have the following roles for the subscription that you use:
-
Owner
To set roles on the Azure portal, see the Manage access to resources in Azure Stack Hub with role-based access control in the Microsoft documentation.
4.2.2.5. Creating a service principal
Because OpenShift Container Platform and its installation program create Microsoft Azure resources by using the Azure Resource Manager, you must create a service principal to represent it.
Prerequisites
- Install or update the Azure CLI.
- Your Azure account has the required roles for the subscription that you use.
Procedure
Register your environment:
$ az cloud register -n AzureStackCloud --endpoint-resource-manager <endpoint> 1
- 1
- Specify the Azure Resource Manager endpoint, `https://management.<region>.<fqdn>/`.
See the Microsoft documentation for details.
Set the active environment:
$ az cloud set -n AzureStackCloud
Update your environment configuration to use the specific API version for Azure Stack Hub:
$ az cloud update --profile 2019-03-01-hybrid
Log in to the Azure CLI:
$ az login
If you are in a multitenant environment, you must also supply the tenant ID.
If your Azure account uses subscriptions, ensure that you are using the right subscription:
View the list of available accounts and record the
tenantId
value for the subscription you want to use for your cluster:$ az account list --refresh
Example output
[ { "cloudName": AzureStackCloud", "id": "9bab1460-96d5-40b3-a78e-17b15e978a80", "isDefault": true, "name": "Subscription Name", "state": "Enabled", "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee", "user": { "name": "you@example.com", "type": "user" } } ]
View your active account details and confirm that the
tenantId
value matches the subscription you want to use:$ az account show
Example output
{ "environmentName": AzureStackCloud", "id": "9bab1460-96d5-40b3-a78e-17b15e978a80", "isDefault": true, "name": "Subscription Name", "state": "Enabled", "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee", 1 "user": { "name": "you@example.com", "type": "user" } }
- 1
- Ensure that the value of the
tenantId
parameter is the correct subscription ID.
If you are not using the right subscription, change the active subscription:
$ az account set -s <subscription_id> 1
- 1
- Specify the subscription ID.
Verify the subscription ID update:
$ az account show
Example output
{ "environmentName": AzureStackCloud", "id": "33212d16-bdf6-45cb-b038-f6565b61edda", "isDefault": true, "name": "Subscription Name", "state": "Enabled", "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee", "user": { "name": "you@example.com", "type": "user" } }
-
Record the
tenantId
andid
parameter values from the output. You need these values during the OpenShift Container Platform installation. Create the service principal for your account:
$ az ad sp create-for-rbac --role Contributor --name <service_principal> \ 1 --scopes /subscriptions/<subscription_id> 2 --years <years> 3
Example output
Creating 'Contributor' role assignment under scope '/subscriptions/<subscription_id>' The output includes credentials that you must protect. Be sure that you do not include these credentials in your code or check the credentials into your source control. For more information, see https://aka.ms/azadsp-cli { "appId": "ac461d78-bf4b-4387-ad16-7e32e328aec6", "displayName": <service_principal>", "password": "00000000-0000-0000-0000-000000000000", "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee" }
-
Record the values of the
appId
andpassword
parameters from the previous output. You need these values during OpenShift Container Platform installation.
Additional resources
4.2.3. Creating the installation files for Azure Stack Hub
To install OpenShift Container Platform on Microsoft Azure Stack Hub using user-provisioned infrastructure, you must generate the files that the installation program needs to deploy your cluster and modify them so that the cluster creates only the machines that it will use. You manually create the install-config.yaml
file, and then generate and customize the Kubernetes manifests and Ignition config files. You also have the option to first set up a separate var
partition during the preparation phases of installation.
4.2.3.1. Manually creating the installation configuration file
Installing the cluster requires that you manually create the installation configuration file.
Prerequisites
- You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
- You have obtained the OpenShift Container Platform installation program and the pull secret for your cluster.
Procedure
Create an installation directory to store your required installation assets in:
$ mkdir <installation_directory>
ImportantYou must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.
Customize the sample
install-config.yaml
file template that is provided and save it in the<installation_directory>
.NoteYou must name this configuration file
install-config.yaml
.Make the following modifications for Azure Stack Hub:
Set the
replicas
parameter to0
for thecompute
pool:compute: - hyperthreading: Enabled name: worker platform: {} replicas: 0 1
- 1
- Set to
0
.
The compute machines will be provisioned manually later.
Update the
platform.azure
section of theinstall-config.yaml
file to configure your Azure Stack Hub configuration:platform: azure: armEndpoint: <azurestack_arm_endpoint> 1 baseDomainResourceGroupName: <resource_group> 2 cloudName: AzureStackCloud 3 region: <azurestack_region> 4
- 1
- Specify the Azure Resource Manager endpoint of your Azure Stack Hub environment, like
https://management.local.azurestack.external
. - 2
- Specify the name of the resource group that contains the DNS zone for your base domain.
- 3
- Specify the Azure Stack Hub environment, which is used to configure the Azure SDK with the appropriate Azure API endpoints.
- 4
- Specify the name of your Azure Stack Hub region.
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 next step of the installation process. You must back it up now.
Additional resources
4.2.3.2. Sample customized install-config.yaml file for Azure Stack Hub
You can customize the install-config.yaml
file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.
This sample YAML file is provided for reference only. Use it as a resource to enter parameter values into the installation configuration file that you created manually.
apiVersion: v1 baseDomain: example.com controlPlane: 1 name: master platform: azure: osDisk: diskSizeGB: 1024 2 diskType: premium_LRS replicas: 3 compute: 3 - name: worker platform: azure: osDisk: diskSizeGB: 512 4 diskType: premium_LRS replicas: 0 metadata: name: test-cluster 5 networking: clusterNetwork: - cidr: 10.128.0.0/14 hostPrefix: 23 machineNetwork: - cidr: 10.0.0.0/16 networkType: OVNKubernetes 6 serviceNetwork: - 172.30.0.0/16 platform: azure: armEndpoint: azurestack_arm_endpoint 7 baseDomainResourceGroupName: resource_group 8 region: azure_stack_local_region 9 resourceGroupName: existing_resource_group 10 outboundType: Loadbalancer cloudName: AzureStackCloud 11 pullSecret: '{"auths": ...}' 12 fips: false 13 additionalTrustBundle: | 14 -----BEGIN CERTIFICATE----- <MY_TRUSTED_CA_CERT> -----END CERTIFICATE----- sshKey: ssh-ed25519 AAAA... 15
- 1 3
- 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. - 2 4
- You can specify the size of the disk to use in GB. Minimum recommendation for control plane nodes is 1024 GB.
- 5
- Specify the name of the cluster.
- 6
- The cluster network plugin to install. The default value
OVNKubernetes
is the only supported value. - 7
- Specify the Azure Resource Manager endpoint that your Azure Stack Hub operator provides.
- 8
- Specify the name of the resource group that contains the DNS zone for your base domain.
- 9
- Specify the name of your Azure Stack Hub local region.
- 10
- Specify the name of an already existing resource group to install your cluster to. If undefined, a new resource group is created for the cluster.
- 11
- Specify the Azure Stack Hub environment as your target platform.
- 12
- Specify the pull secret required to authenticate your cluster.
- 13
- Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.Important
To enable FIPS mode for your cluster, you must run the installation program from a Red Hat Enterprise Linux (RHEL) computer configured to operate in FIPS mode. For more information about configuring FIPS mode on RHEL, see Installing the system in FIPS mode.
When running Red Hat Enterprise Linux (RHEL) or Red Hat Enterprise Linux CoreOS (RHCOS) booted in FIPS mode, OpenShift Container Platform core components use 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.
- 14
- If your Azure Stack Hub environment uses an internal certificate authority (CA), add the necessary certificate bundle in
.pem
format. - 15
- 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.
4.2.3.3. 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: example.com 3 additionalTrustBundle: | 4 -----BEGIN CERTIFICATE----- <MY_TRUSTED_CA_CERT> -----END CERTIFICATE----- additionalTrustBundlePolicy: <policy_to_add_additionalTrustBundle> 5
- 1
- A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be
http
. - 2
- A proxy URL to use for creating HTTPS connections outside the cluster.
- 3
- A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with
.
to match subdomains only. For example,.y.com
matchesx.y.com
, but noty.com
. Use*
to bypass the proxy for all destinations. - 4
- If provided, the installation program generates a config map that is named
user-ca-bundle
in 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.
4.2.3.4. Exporting common variables for ARM templates
You must export a common set of variables that are used with the provided Azure Resource Manager (ARM) templates used to assist in completing a user-provided infrastructure install on Microsoft Azure Stack Hub.
Specific ARM templates can also require additional exported variables, which are detailed in their related procedures.
Prerequisites
- Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
Procedure
Export common variables found in the
install-config.yaml
to be used by the provided ARM templates:$ export CLUSTER_NAME=<cluster_name>1 $ export AZURE_REGION=<azure_region>2 $ export SSH_KEY=<ssh_key>3 $ export BASE_DOMAIN=<base_domain>4 $ export BASE_DOMAIN_RESOURCE_GROUP=<base_domain_resource_group>5
- 1
- The value of the
.metadata.name
attribute from theinstall-config.yaml
file. - 2
- The region to deploy the cluster into. This is the value of the
.platform.azure.region
attribute from theinstall-config.yaml
file. - 3
- The SSH RSA public key file as a string. You must enclose the SSH key in quotes since it contains spaces. This is the value of the
.sshKey
attribute from theinstall-config.yaml
file. - 4
- The base domain to deploy the cluster to. The base domain corresponds to the DNS zone that you created for your cluster. This is the value of the
.baseDomain
attribute from theinstall-config.yaml
file. - 5
- The resource group where the DNS zone exists. This is the value of the
.platform.azure.baseDomainResourceGroupName
attribute from theinstall-config.yaml
file.
For example:
$ export CLUSTER_NAME=test-cluster $ export AZURE_REGION=centralus $ export SSH_KEY="ssh-rsa xxx/xxx/xxx= user@email.com" $ export BASE_DOMAIN=example.com $ export BASE_DOMAIN_RESOURCE_GROUP=ocp-cluster
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.
4.2.3.5. Creating the Kubernetes manifest and Ignition config files
Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to configure the machines.
The installation configuration file transforms into the Kubernetes manifests. The manifests wrap into the Ignition configuration files, which are later used to configure the cluster machines.
-
The Ignition config files that the OpenShift Container Platform 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.
Prerequisites
- You obtained the OpenShift Container Platform installation program.
-
You created the
install-config.yaml
installation configuration file.
Procedure
Change to the directory that contains the OpenShift Container Platform installation program and generate the Kubernetes manifests for the cluster:
$ ./openshift-install create manifests --dir <installation_directory> 1
- 1
- For
<installation_directory>
, specify the installation directory that contains theinstall-config.yaml
file you created.
Remove the Kubernetes manifest files that define the control plane machines:
$ rm -f <installation_directory>/openshift/99_openshift-cluster-api_master-machines-*.yaml
By removing these files, you prevent the cluster from automatically generating control plane machines.
Remove the Kubernetes manifest files that define the control plane machine set:
$ rm -f <installation_directory>/openshift/99_openshift-machine-api_master-control-plane-machine-set.yaml
Remove the Kubernetes manifest files that define the worker machines:
$ rm -f <installation_directory>/openshift/99_openshift-cluster-api_worker-machineset-*.yaml
ImportantIf you disabled the
MachineAPI
capability when installing a cluster on user-provisioned infrastructure, you must remove the Kubernetes manifest files that define the worker machines. Otherwise, your cluster fails to install.Because you create and manage the worker machines yourself, you do not need to initialize these machines.
Check that the
mastersSchedulable
parameter in the<installation_directory>/manifests/cluster-scheduler-02-config.yml
Kubernetes manifest file is set tofalse
. This setting prevents pods from being scheduled on the control plane machines:-
Open the
<installation_directory>/manifests/cluster-scheduler-02-config.yml
file. -
Locate the
mastersSchedulable
parameter and ensure that it is set tofalse
. - Save and exit the file.
-
Open the
Optional: If you do not want the Ingress Operator to create DNS records on your behalf, remove the
privateZone
andpublicZone
sections from the<installation_directory>/manifests/cluster-dns-02-config.yml
DNS configuration file:apiVersion: config.openshift.io/v1 kind: DNS metadata: creationTimestamp: null name: cluster spec: baseDomain: example.openshift.com privateZone: 1 id: mycluster-100419-private-zone publicZone: 2 id: example.openshift.com status: {}
If you do so, you must add ingress DNS records manually in a later step.
Optional: If your Azure Stack Hub environment uses an internal certificate authority (CA), you must update the
.spec.trustedCA.name
field in the<installation_directory>/manifests/cluster-proxy-01-config.yaml
file to useuser-ca-bundle
:... spec: trustedCA: name: user-ca-bundle ...
Later, you must update your bootstrap ignition to include the CA.
When configuring Azure on user-provisioned infrastructure, you must export some common variables defined in the manifest files to use later in the Azure Resource Manager (ARM) templates:
Export the infrastructure ID by using the following command:
$ export INFRA_ID=<infra_id> 1
- 1
- The OpenShift Container Platform cluster has been assigned an identifier (
INFRA_ID
) in the form of<cluster_name>-<random_string>
. This will be used as the base name for most resources created using the provided ARM templates. This is the value of the.status.infrastructureName
attribute from themanifests/cluster-infrastructure-02-config.yml
file.
Export the resource group by using the following command:
$ export RESOURCE_GROUP=<resource_group> 1
- 1
- All resources created in this Azure deployment exists as part of a resource group. The resource group name is also based on the
INFRA_ID
, in the form of<cluster_name>-<random_string>-rg
. This is the value of the.status.platformStatus.azure.resourceGroupName
attribute from themanifests/cluster-infrastructure-02-config.yml
file.
Manually create your cloud credentials.
From the directory that contains the installation program, obtain details of the OpenShift Container Platform release image that your
openshift-install
binary is built to use:$ openshift-install version
Example output
release image quay.io/openshift-release-dev/ocp-release:4.y.z-x86_64
Set a
$RELEASE_IMAGE
variable with the release image from your installation file by running the following command:$ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')
Extract the list of
CredentialsRequest
custom resources (CRs) from the OpenShift Container Platform release image by running the following command:$ oc adm release extract \ --from=$RELEASE_IMAGE \ --credentials-requests \ --included \1 --install-config=<path_to_directory_with_installation_configuration>/install-config.yaml \2 --to=<path_to_directory_for_credentials_requests> 3
- 1
- The
--included
parameter includes only the manifests that your specific cluster configuration requires. - 2
- Specify the location of the
install-config.yaml
file. - 3
- Specify the path to the directory where you want to store the
CredentialsRequest
objects. If the specified directory does not exist, this command creates it.
This command creates a YAML file for each
CredentialsRequest
object.Sample
CredentialsRequest
objectapiVersion: cloudcredential.openshift.io/v1 kind: CredentialsRequest metadata: labels: controller-tools.k8s.io: "1.0" name: openshift-image-registry-azure namespace: openshift-cloud-credential-operator spec: secretRef: name: installer-cloud-credentials namespace: openshift-image-registry providerSpec: apiVersion: cloudcredential.openshift.io/v1 kind: AzureProviderSpec roleBindings: - role: Contributor
Create YAML files for secrets in the
openshift-install
manifests directory that you generated previously. The secrets must be stored using the namespace and secret name defined in thespec.secretRef
for eachCredentialsRequest
object. The format for the secret data varies for each cloud provider.Sample
secrets.yaml
fileapiVersion: v1 kind: Secret metadata: name: ${secret_name} namespace: ${secret_namespace} stringData: azure_subscription_id: ${subscription_id} azure_client_id: ${app_id} azure_client_secret: ${client_secret} azure_tenant_id: ${tenant_id} azure_resource_prefix: ${cluster_name} azure_resourcegroup: ${resource_group} azure_region: ${azure_region}
Create a
cco-configmap.yaml
file in the manifests directory with the Cloud Credential Operator (CCO) disabled:Sample
ConfigMap
objectapiVersion: v1 kind: ConfigMap metadata: name: cloud-credential-operator-config namespace: openshift-cloud-credential-operator annotations: release.openshift.io/create-only: "true" data: disabled: "true"
To create the Ignition configuration files, run the following command from the directory that contains the installation program:
$ ./openshift-install create ignition-configs --dir <installation_directory> 1
- 1
- For
<installation_directory>
, specify the same installation directory.
Ignition config files are created for the bootstrap, control plane, and compute nodes in the installation directory. The
kubeadmin-password
andkubeconfig
files are created in the./<installation_directory>/auth
directory:. ├── auth │ ├── kubeadmin-password │ └── kubeconfig ├── bootstrap.ign ├── master.ign ├── metadata.json └── worker.ign
Additional resources
4.2.3.6. Optional: Creating a separate /var
partition
It is recommended that disk partitioning for OpenShift Container Platform be left to the installer. However, there are cases where you might want to create separate partitions in a part of the filesystem that you expect to grow.
OpenShift Container Platform supports the addition of a single partition to attach storage to either the /var
partition or a subdirectory of /var
. For example:
-
/var/lib/containers
: Holds container-related content that can grow as more images and containers are added to a system. -
/var/lib/etcd
: Holds data that you might want to keep separate for purposes such as performance optimization of etcd storage. -
/var
: Holds data that you might want to keep separate for purposes such as auditing.
Storing the contents of a /var
directory separately makes it easier to grow storage for those areas as needed and reinstall OpenShift Container Platform at a later date and keep that data intact. With this method, you will not have to pull all your containers again, nor will you have to copy massive log files when you update systems.
Because /var
must be in place before a fresh installation of Red Hat Enterprise Linux CoreOS (RHCOS), the following procedure sets up the separate /var
partition by creating a machine config manifest that is inserted during the openshift-install
preparation phases of an OpenShift Container Platform installation.
If you follow the steps to create a separate /var
partition in this procedure, it is not necessary to create the Kubernetes manifest and Ignition config files again as described later in this section.
Procedure
Create a directory to hold the OpenShift Container Platform installation files:
$ mkdir $HOME/clusterconfig
Run
openshift-install
to create a set of files in themanifest
andopenshift
subdirectories. Answer the system questions as you are prompted:$ openshift-install create manifests --dir $HOME/clusterconfig
Example output
? SSH Public Key ... INFO Credentials loaded from the "myprofile" profile in file "/home/myuser/.aws/credentials" INFO Consuming Install Config from target directory INFO Manifests created in: $HOME/clusterconfig/manifests and $HOME/clusterconfig/openshift
Optional: Confirm that the installation program created manifests in the
clusterconfig/openshift
directory:$ ls $HOME/clusterconfig/openshift/
Example output
99_kubeadmin-password-secret.yaml 99_openshift-cluster-api_master-machines-0.yaml 99_openshift-cluster-api_master-machines-1.yaml 99_openshift-cluster-api_master-machines-2.yaml ...
Create a Butane config that configures the additional partition. For example, name the file
$HOME/clusterconfig/98-var-partition.bu
, change the disk device name to the name of the storage device on theworker
systems, and set the storage size as appropriate. This example places the/var
directory on a separate partition:variant: openshift version: 4.17.0 metadata: labels: machineconfiguration.openshift.io/role: worker name: 98-var-partition storage: disks: - device: /dev/disk/by-id/<device_name> 1 partitions: - label: var start_mib: <partition_start_offset> 2 size_mib: <partition_size> 3 number: 5 filesystems: - device: /dev/disk/by-partlabel/var path: /var format: xfs mount_options: [defaults, prjquota] 4 with_mount_unit: true
- 1
- The storage device name of the disk that you want to partition.
- 2
- When adding a data partition to the boot disk, a minimum value of 25000 MiB (Mebibytes) is recommended. The root file system is automatically resized to fill all available space up to the specified offset. If no value is specified, or if the specified value is smaller than the recommended minimum, the resulting root file system will be too small, and future reinstalls of RHCOS might overwrite the beginning of the data partition.
- 3
- The size of the data partition in mebibytes.
- 4
- The
prjquota
mount option must be enabled for filesystems used for container storage.
NoteWhen creating a separate
/var
partition, you cannot use different instance types for worker nodes, if the different instance types do not have the same device name.Create a manifest from the Butane config and save it to the
clusterconfig/openshift
directory. For example, run the following command:$ butane $HOME/clusterconfig/98-var-partition.bu -o $HOME/clusterconfig/openshift/98-var-partition.yaml
Run
openshift-install
again to create Ignition configs from a set of files in themanifest
andopenshift
subdirectories:$ openshift-install create ignition-configs --dir $HOME/clusterconfig $ ls $HOME/clusterconfig/ auth bootstrap.ign master.ign metadata.json worker.ign
Now you can use the Ignition config files as input to the installation procedures to install Red Hat Enterprise Linux CoreOS (RHCOS) systems.
4.2.4. Creating the Azure resource group
You must create a Microsoft Azure resource group. This is used during the installation of your OpenShift Container Platform cluster on Azure Stack Hub.
Procedure
Create the resource group in a supported Azure region:
$ az group create --name ${RESOURCE_GROUP} --location ${AZURE_REGION}
4.2.5. Uploading the RHCOS cluster image and bootstrap Ignition config file
The Azure client does not support deployments based on files existing locally. You must copy and store the RHCOS virtual hard disk (VHD) cluster image and bootstrap Ignition config file in a storage container so they are accessible during deployment.
Prerequisites
- Generate the Ignition config files for your cluster.
Procedure
Create an Azure storage account to store the VHD cluster image:
$ az storage account create -g ${RESOURCE_GROUP} --location ${AZURE_REGION} --name ${CLUSTER_NAME}sa --kind Storage --sku Standard_LRS
WarningThe Azure storage account name must be between 3 and 24 characters in length and use numbers and lower-case letters only. If your
CLUSTER_NAME
variable does not follow these restrictions, you must manually define the Azure storage account name. For more information on Azure storage account name restrictions, see Resolve errors for storage account names in the Azure documentation.Export the storage account key as an environment variable:
$ export ACCOUNT_KEY=`az storage account keys list -g ${RESOURCE_GROUP} --account-name ${CLUSTER_NAME}sa --query "[0].value" -o tsv`
Export the URL of the RHCOS VHD to an environment variable:
$ export COMPRESSED_VHD_URL=$(openshift-install coreos print-stream-json | jq -r '.architectures.x86_64.artifacts.azurestack.formats."vhd.gz".disk.location')
ImportantThe RHCOS images might not change with every release of OpenShift Container Platform. You must specify an image with the highest version that is less than or equal to the OpenShift Container Platform version that you install. Use the image version that matches your OpenShift Container Platform version if it is available.
Create the storage container for the VHD:
$ az storage container create --name vhd --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY}
Download the compressed RHCOS VHD file locally:
$ curl -O -L ${COMPRESSED_VHD_URL}
Decompress the VHD file.
NoteThe decompressed VHD file is approximately 16 GB, so be sure that your host system has 16 GB of free space available. You can delete the VHD file after you upload it.
Copy the local VHD to a blob:
$ az storage blob upload --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -c vhd -n "rhcos.vhd" -f rhcos-<rhcos_version>-azurestack.x86_64.vhd
Create a blob storage container and upload the generated
bootstrap.ign
file:$ az storage container create --name files --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY}
$ az storage blob upload --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -c "files" -f "<installation_directory>/bootstrap.ign" -n "bootstrap.ign"
4.2.6. Example for creating DNS zones
DNS records are required for clusters that use user-provisioned infrastructure. You should choose the DNS strategy that fits your scenario.
For this example, Azure Stack Hub’s datacenter DNS integration is used, so you will create a DNS zone.
The DNS zone is not required to exist in the same resource group as the cluster deployment and might already exist in your organization for the desired base domain. If that is the case, you can skip creating the DNS zone; be sure the installation config you generated earlier reflects that scenario.
Procedure
Create the new DNS zone in the resource group exported in the
BASE_DOMAIN_RESOURCE_GROUP
environment variable:$ az network dns zone create -g ${BASE_DOMAIN_RESOURCE_GROUP} -n ${CLUSTER_NAME}.${BASE_DOMAIN}
You can skip this step if you are using a DNS zone that already exists.
You can learn more about configuring a DNS zone in Azure Stack Hub by visiting that section.
4.2.7. Creating a VNet in Azure Stack Hub
You must create a virtual network (VNet) in Microsoft Azure Stack Hub for your OpenShift Container Platform cluster to use. You can customize the VNet to meet your requirements. One way to create the VNet is to modify the provided Azure Resource Manager (ARM) template.
If you do not use the provided ARM template to create your Azure Stack Hub infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.
Procedure
-
Copy the template from the ARM template for the VNet section of this topic and save it as
01_vnet.json
in your cluster’s installation directory. This template describes the VNet that your cluster requires. Create the deployment by using the
az
CLI:$ az deployment group create -g ${RESOURCE_GROUP} \ --template-file "<installation_directory>/01_vnet.json" \ --parameters baseName="${INFRA_ID}"1
- 1
- The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
4.2.7.1. ARM template for the VNet
You can use the following Azure Resource Manager (ARM) template to deploy the VNet that you need for your OpenShift Container Platform cluster:
Example 4.1. 01_vnet.json
ARM template
link:https://raw.githubusercontent.com/openshift/installer/release-4.17/upi/azurestack/01_vnet.json[]
4.2.8. Deploying the RHCOS cluster image for the Azure Stack Hub infrastructure
You must use a valid Red Hat Enterprise Linux CoreOS (RHCOS) image for Microsoft Azure Stack Hub for your OpenShift Container Platform nodes.
Prerequisites
- Store the RHCOS virtual hard disk (VHD) cluster image in an Azure storage container.
- Store the bootstrap Ignition config file in an Azure storage container.
Procedure
-
Copy the template from the ARM template for image storage section of this topic and save it as
02_storage.json
in your cluster’s installation directory. This template describes the image storage that your cluster requires. Export the RHCOS VHD blob URL as a variable:
$ export VHD_BLOB_URL=`az storage blob url --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -c vhd -n "rhcos.vhd" -o tsv`
Deploy the cluster image:
$ az deployment group create -g ${RESOURCE_GROUP} \ --template-file "<installation_directory>/02_storage.json" \ --parameters vhdBlobURL="${VHD_BLOB_URL}" \ 1 --parameters baseName="${INFRA_ID}" \ 2 --parameters storageAccount="${CLUSTER_NAME}sa" \ 3 --parameters architecture="<architecture>" 4
4.2.8.1. ARM template for image storage
You can use the following Azure Resource Manager (ARM) template to deploy the stored Red Hat Enterprise Linux CoreOS (RHCOS) image that you need for your OpenShift Container Platform cluster:
Example 4.2. 02_storage.json
ARM template
link:https://raw.githubusercontent.com/openshift/installer/release-4.17/upi/azurestack/02_storage.json[]
4.2.9. Networking requirements for user-provisioned infrastructure
All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require networking to be configured in initramfs
during boot to fetch their Ignition config files.
4.2.9.1. Network connectivity requirements
You must configure the network connectivity between machines to allow OpenShift Container Platform cluster components to communicate. Each machine must be able to resolve the hostnames of all other machines in the cluster.
This section provides details about the ports that are required.
In connected OpenShift Container Platform environments, all nodes are required to have internet access to pull images for platform containers and provide telemetry data to Red Hat.
Protocol | Port | Description |
---|---|---|
ICMP | N/A | Network reachability tests |
TCP |
| Metrics |
|
Host level services, including the node exporter on ports | |
| The default ports that Kubernetes reserves | |
UDP |
| VXLAN |
| Geneve | |
|
Host level services, including the node exporter on ports | |
| IPsec IKE packets | |
| IPsec NAT-T packets | |
|
Network Time Protocol (NTP) on UDP port
If an external NTP time server is configured, you must open UDP port | |
TCP/UDP |
| Kubernetes node port |
ESP | N/A | IPsec Encapsulating Security Payload (ESP) |
Protocol | Port | Description |
---|---|---|
TCP |
| Kubernetes API |
Protocol | Port | Description |
---|---|---|
TCP |
| etcd server and peer ports |
4.2.10. Creating networking and load balancing components in Azure Stack Hub
You must configure networking and load balancing in Microsoft Azure Stack Hub for your OpenShift Container Platform cluster to use. One way to create these components is to modify the provided Azure Resource Manager (ARM) template.
Load balancing requires the following DNS records:
-
An
api
DNS record for the API public load balancer in the DNS zone. -
An
api-int
DNS record for the API internal load balancer in the DNS zone.
If you do not use the provided ARM template to create your Azure Stack Hub infrastructure, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.
Prerequisites
- Create and configure a VNet and associated subnets in Azure Stack Hub.
Procedure
-
Copy the template from the ARM template for the network and load balancers section of this topic and save it as
03_infra.json
in your cluster’s installation directory. This template describes the networking and load balancing objects that your cluster requires. Create the deployment by using the
az
CLI:$ az deployment group create -g ${RESOURCE_GROUP} \ --template-file "<installation_directory>/03_infra.json" \ --parameters baseName="${INFRA_ID}"1
- 1
- The base name to be used in resource names; this is usually the cluster’s infrastructure ID.
Create an
api
DNS record and anapi-int
DNS record. When creating the API DNS records, the${BASE_DOMAIN_RESOURCE_GROUP}
variable must point to the resource group where the DNS zone exists.Export the following variable:
$ export PUBLIC_IP=`az network public-ip list -g ${RESOURCE_GROUP} --query "[?name=='${INFRA_ID}-master-pip'] | [0].ipAddress" -o tsv`
Export the following variable:
$ export PRIVATE_IP=`az network lb frontend-ip show -g "$RESOURCE_GROUP" --lb-name "${INFRA_ID}-internal" -n internal-lb-ip --query "privateIpAddress" -o tsv`
Create the
api
DNS record in a new DNS zone:$ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${CLUSTER_NAME}.${BASE_DOMAIN} -n api -a ${PUBLIC_IP} --ttl 60
If you are adding the cluster to an existing DNS zone, you can create the
api
DNS record in it instead:$ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${BASE_DOMAIN} -n api.${CLUSTER_NAME} -a ${PUBLIC_IP} --ttl 60
Create the
api-int
DNS record in a new DNS zone:$ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z "${CLUSTER_NAME}.${BASE_DOMAIN}" -n api-int -a ${PRIVATE_IP} --ttl 60
If you are adding the cluster to an existing DNS zone, you can create the
api-int
DNS record in it instead:$ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${BASE_DOMAIN} -n api-int.${CLUSTER_NAME} -a ${PRIVATE_IP} --ttl 60
4.2.10.1. ARM template for the network and load balancers
You can use the following Azure Resource Manager (ARM) template to deploy the networking objects and load balancers that you need for your OpenShift Container Platform cluster:
Example 4.3. 03_infra.json
ARM template
link:https://raw.githubusercontent.com/openshift/installer/release-4.17/upi/azurestack/03_infra.json[]
4.2.11. Creating the bootstrap machine in Azure Stack Hub
You must create the bootstrap machine in Microsoft Azure Stack Hub to use during OpenShift Container Platform cluster initialization. One way to create this machine is to modify the provided Azure Resource Manager (ARM) template.
If you do not use the provided ARM template to create your bootstrap machine, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, you might have to contact Red Hat support with your installation logs.
Prerequisites
- Create and configure networking and load balancers in Azure Stack Hub.
Procedure
-
Copy the template from the ARM template for the bootstrap machine section of this topic and save it as
04_bootstrap.json
in your cluster’s installation directory. This template describes the bootstrap machine that your cluster requires. Export the bootstrap URL variable:
$ bootstrap_url_expiry=`date -u -d "10 hours" '+%Y-%m-%dT%H:%MZ'`
$ export BOOTSTRAP_URL=`az storage blob generate-sas -c 'files' -n 'bootstrap.ign' --https-only --full-uri --permissions r --expiry $bootstrap_url_expiry --account-name ${CLUSTER_NAME}sa --account-key ${ACCOUNT_KEY} -o tsv`
Export the bootstrap ignition variable:
If your environment uses a public certificate authority (CA), run this command:
$ export BOOTSTRAP_IGNITION=`jq -rcnM --arg v "3.2.0" --arg url ${BOOTSTRAP_URL} '{ignition:{version:$v,config:{replace:{source:$url}}}}' | base64 | tr -d '\n'`
If your environment uses an internal CA, you must add your PEM encoded bundle to the bootstrap ignition stub so that your bootstrap virtual machine can pull the bootstrap ignition from the storage account. Run the following commands, which assume your CA is in a file called
CA.pem
:$ export CA="data:text/plain;charset=utf-8;base64,$(cat CA.pem |base64 |tr -d '\n')"
$ export BOOTSTRAP_IGNITION=`jq -rcnM --arg v "3.2.0" --arg url "$BOOTSTRAP_URL" --arg cert "$CA" '{ignition:{version:$v,security:{tls:{certificateAuthorities:[{source:$cert}]}},config:{replace:{source:$url}}}}' | base64 | tr -d '\n'`
Create the deployment by using the
az
CLI:$ az deployment group create --verbose -g ${RESOURCE_GROUP} \ --template-file "<installation_directory>/04_bootstrap.json" \ --parameters bootstrapIgnition="${BOOTSTRAP_IGNITION}" \ 1 --parameters baseName="${INFRA_ID}" \ 2 --parameters diagnosticsStorageAccountName="${CLUSTER_NAME}sa" 3
4.2.11.1. ARM template for the bootstrap machine
You can use the following Azure Resource Manager (ARM) template to deploy the bootstrap machine that you need for your OpenShift Container Platform cluster:
Example 4.4. 04_bootstrap.json
ARM template
link:https://raw.githubusercontent.com/openshift/installer/release-4.17/upi/azurestack/04_bootstrap.json[]
4.2.12. Creating the control plane machines in Azure Stack Hub
You must create the control plane machines in Microsoft Azure Stack Hub for your cluster to use. One way to create these machines is to modify the provided Azure Resource Manager (ARM) template.
If you do not use the provided ARM template to create your control plane machines, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, consider contacting Red Hat support with your installation logs.
Prerequisites
- Create the bootstrap machine.
Procedure
-
Copy the template from the ARM template for control plane machines section of this topic and save it as
05_masters.json
in your cluster’s installation directory. This template describes the control plane machines that your cluster requires. Export the following variable needed by the control plane machine deployment:
$ export MASTER_IGNITION=`cat <installation_directory>/master.ign | base64 | tr -d '\n'`
Create the deployment by using the
az
CLI:$ az deployment group create -g ${RESOURCE_GROUP} \ --template-file "<installation_directory>/05_masters.json" \ --parameters masterIgnition="${MASTER_IGNITION}" \ 1 --parameters baseName="${INFRA_ID}" \ 2 --parameters diagnosticsStorageAccountName="${CLUSTER_NAME}sa" 3
4.2.12.1. ARM template for control plane machines
You can use the following Azure Resource Manager (ARM) template to deploy the control plane machines that you need for your OpenShift Container Platform cluster:
Example 4.5. 05_masters.json
ARM template
link:https://raw.githubusercontent.com/openshift/installer/release-4.17/upi/azurestack/05_masters.json[]
4.2.13. Wait for bootstrap completion and remove bootstrap resources in Azure Stack Hub
After you create all of the required infrastructure in Microsoft Azure Stack Hub, wait for the bootstrap process to complete on the machines that you provisioned by using the Ignition config files that you generated with the installation program.
Prerequisites
- Create the control plane machines.
Procedure
Change to the directory that contains the installation program and run the following command:
$ ./openshift-install wait-for bootstrap-complete --dir <installation_directory> \ 1 --log-level info 2
If the command exits without a
FATAL
warning, your production control plane has initialized.Delete the bootstrap resources:
$ az network nsg rule delete -g ${RESOURCE_GROUP} --nsg-name ${INFRA_ID}-nsg --name bootstrap_ssh_in $ az vm stop -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap $ az vm deallocate -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap $ az vm delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap --yes $ az disk delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap_OSDisk --no-wait --yes $ az network nic delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap-nic --no-wait $ az storage blob delete --account-key ${ACCOUNT_KEY} --account-name ${CLUSTER_NAME}sa --container-name files --name bootstrap.ign $ az network public-ip delete -g ${RESOURCE_GROUP} --name ${INFRA_ID}-bootstrap-ssh-pip
If you do not delete the bootstrap server, installation may not succeed due to API traffic being routed to the bootstrap server.
4.2.14. Creating additional worker machines in Azure Stack Hub
You can create worker machines in Microsoft Azure Stack Hub for your cluster to use by launching individual instances discretely or by automated processes outside the cluster, such as auto scaling groups. You can also take advantage of the built-in cluster scaling mechanisms and the machine API in OpenShift Container Platform.
In this example, you manually launch one instance by using the Azure Resource Manager (ARM) template. Additional instances can be launched by including additional resources of type 06_workers.json
in the file.
If you do not use the provided ARM template to create your control plane machines, you must review the provided information and manually create the infrastructure. If your cluster does not initialize correctly, consider contacting Red Hat support with your installation logs.
Procedure
-
Copy the template from the ARM template for worker machines section of this topic and save it as
06_workers.json
in your cluster’s installation directory. This template describes the worker machines that your cluster requires. Export the following variable needed by the worker machine deployment:
$ export WORKER_IGNITION=`cat <installation_directory>/worker.ign | base64 | tr -d '\n'`
Create the deployment by using the
az
CLI:$ az deployment group create -g ${RESOURCE_GROUP} \ --template-file "<installation_directory>/06_workers.json" \ --parameters workerIgnition="${WORKER_IGNITION}" \ 1 --parameters baseName="${INFRA_ID}" 2 --parameters diagnosticsStorageAccountName="${CLUSTER_NAME}sa" 3
4.2.14.1. ARM template for worker machines
You can use the following Azure Resource Manager (ARM) template to deploy the worker machines that you need for your OpenShift Container Platform cluster:
Example 4.6. 06_workers.json
ARM template
link:https://raw.githubusercontent.com/openshift/installer/release-4.17/upi/azurestack/06_workers.json[]
4.2.15. 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
4.2.16. Approving the certificate signing requests for your machines
When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself. The client requests must be approved first, followed by the server requests.
Prerequisites
- You added machines to your cluster.
Procedure
Confirm that the cluster recognizes the machines:
$ oc get nodes
Example output
NAME STATUS ROLES AGE VERSION master-0 Ready master 63m v1.30.3 master-1 Ready master 63m v1.30.3 master-2 Ready master 64m v1.30.3
The output lists all of the machines that you created.
NoteThe preceding output might not include the compute nodes, also known as worker nodes, until some CSRs are approved.
Review the pending CSRs and ensure that you see the client requests with the
Pending
orApproved
status for each machine that you added to the cluster:$ oc get csr
Example output
NAME AGE REQUESTOR CONDITION csr-8b2br 15m system:serviceaccount:openshift-machine-config-operator:node-bootstrapper Pending csr-8vnps 15m system:serviceaccount:openshift-machine-config-operator:node-bootstrapper Pending ...
In this example, two machines are joining the cluster. You might see more approved CSRs in the list.
If the CSRs were not approved, after all of the pending CSRs for the machines you added are in
Pending
status, approve the CSRs for your cluster machines:NoteBecause the CSRs rotate automatically, approve your CSRs within an hour of adding the machines to the cluster. If you do not approve them within an hour, the certificates will rotate, and more than two certificates will be present for each node. You must approve all of these certificates. After the client CSR is approved, the Kubelet creates a secondary CSR for the serving certificate, which requires manual approval. Then, subsequent serving certificate renewal requests are automatically approved by the
machine-approver
if the Kubelet requests a new certificate with identical parameters.NoteFor clusters running on platforms that are not machine API enabled, such as bare metal and other user-provisioned infrastructure, you must implement a method of automatically approving the kubelet serving certificate requests (CSRs). If a request is not approved, then the
oc exec
,oc rsh
, andoc logs
commands cannot succeed, because a serving certificate is required when the API server connects to the kubelet. Any operation that contacts the Kubelet endpoint requires this certificate approval to be in place. The method must watch for new CSRs, confirm that the CSR was submitted by thenode-bootstrapper
service account in thesystem:node
orsystem:admin
groups, and confirm the identity of the node.To approve them individually, run the following command for each valid CSR:
$ oc adm certificate approve <csr_name> 1
- 1
<csr_name>
is the name of a CSR from the list of current CSRs.
To approve all pending CSRs, run the following command:
$ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs --no-run-if-empty oc adm certificate approve
NoteSome Operators might not become available until some CSRs are approved.
Now that your client requests are approved, you must review the server requests for each machine that you added to the cluster:
$ oc get csr
Example output
NAME AGE REQUESTOR CONDITION csr-bfd72 5m26s system:node:ip-10-0-50-126.us-east-2.compute.internal Pending csr-c57lv 5m26s system:node:ip-10-0-95-157.us-east-2.compute.internal Pending ...
If the remaining CSRs are not approved, and are in the
Pending
status, approve the CSRs for your cluster machines:To approve them individually, run the following command for each valid CSR:
$ oc adm certificate approve <csr_name> 1
- 1
<csr_name>
is the name of a CSR from the list of current CSRs.
To approve all pending CSRs, run the following command:
$ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs oc adm certificate approve
After all client and server CSRs have been approved, the machines have the
Ready
status. Verify this by running the following command:$ oc get nodes
Example output
NAME STATUS ROLES AGE VERSION master-0 Ready master 73m v1.30.3 master-1 Ready master 73m v1.30.3 master-2 Ready master 74m v1.30.3 worker-0 Ready worker 11m v1.30.3 worker-1 Ready worker 11m v1.30.3
NoteIt can take a few minutes after approval of the server CSRs for the machines to transition to the
Ready
status.
Additional information
4.2.17. Adding the Ingress DNS records
If you removed the DNS Zone configuration when creating Kubernetes manifests and generating Ignition configs, you must manually create DNS records that point at the Ingress load balancer. You can create either a wildcard *.apps.{baseDomain}.
or specific records. You can use A, CNAME, and other records per your requirements.
Prerequisites
- You deployed an OpenShift Container Platform cluster on Microsoft Azure Stack Hub by using infrastructure that you provisioned.
-
Install the OpenShift CLI (
oc
). - Install or update the Azure CLI.
Procedure
Confirm the Ingress router has created a load balancer and populated the
EXTERNAL-IP
field:$ oc -n openshift-ingress get service router-default
Example output
NAME TYPE CLUSTER-IP EXTERNAL-IP PORT(S) AGE router-default LoadBalancer 172.30.20.10 35.130.120.110 80:32288/TCP,443:31215/TCP 20
Export the Ingress router IP as a variable:
$ export PUBLIC_IP_ROUTER=`oc -n openshift-ingress get service router-default --no-headers | awk '{print $4}'`
Add a
*.apps
record to the DNS zone.If you are adding this cluster to a new DNS zone, run:
$ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${CLUSTER_NAME}.${BASE_DOMAIN} -n *.apps -a ${PUBLIC_IP_ROUTER} --ttl 300
If you are adding this cluster to an already existing DNS zone, run:
$ az network dns record-set a add-record -g ${BASE_DOMAIN_RESOURCE_GROUP} -z ${BASE_DOMAIN} -n *.apps.${CLUSTER_NAME} -a ${PUBLIC_IP_ROUTER} --ttl 300
If you prefer to add explicit domains instead of using a wildcard, you can create entries for each of the cluster’s current routes:
$ oc get --all-namespaces -o jsonpath='{range .items[*]}{range .status.ingress[*]}{.host}{"\n"}{end}{end}' routes
Example output
oauth-openshift.apps.cluster.basedomain.com console-openshift-console.apps.cluster.basedomain.com downloads-openshift-console.apps.cluster.basedomain.com alertmanager-main-openshift-monitoring.apps.cluster.basedomain.com prometheus-k8s-openshift-monitoring.apps.cluster.basedomain.com
4.2.18. Completing an Azure Stack Hub installation on user-provisioned infrastructure
After you start the OpenShift Container Platform installation on Microsoft Azure Stack Hub user-provisioned infrastructure, you can monitor the cluster events until the cluster is ready.
Prerequisites
- Deploy the bootstrap machine for an OpenShift Container Platform cluster on user-provisioned Azure Stack Hub infrastructure.
-
Install the
oc
CLI and log in.
Procedure
Complete the cluster installation:
$ ./openshift-install --dir <installation_directory> wait-for install-complete 1
Example output
INFO Waiting up to 30m0s for the cluster to initialize...
- 1
- For
<installation_directory>
, specify the path to the directory that you stored the installation files in.
Important-
The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending
node-bootstrapper
certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information. - It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.
Additional resources