Chapter 5. Installing a cluster on IBM Cloud with customizations

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. Create the install-config.yaml file.

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

      $ ./openshift-install create install-config --dir <installation_directory> 1

      1

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

      When specifying the directory:

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

   2. At the prompts, provide the configuration details for your cloud:

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

         Note

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

      2. Select ibmcloud as the platform to target.
      3. Select the region to deploy the cluster to.
      4. Select the base domain to deploy the cluster to. The base domain corresponds to the public DNS zone that you created for your cluster.
      5. Enter a descriptive name for your cluster.
2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.

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

   Important

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

Procedure

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

   Example install-config.yaml configuration file

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

   1

   This line is added to set the credentialsMode parameter to Manual.

2. To generate the manifests, run the following command from the directory that contains the installation program:

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

3. From the directory that contains the installation program, 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}')

4. 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 object

     apiVersion: cloudcredential.openshift.io/v1
     kind: CredentialsRequest
     metadata:
       labels:
         controller-tools.k8s.io: "1.0"
       name: openshift-image-registry-ibmcos
       namespace: openshift-cloud-credential-operator
     spec:
       secretRef:
         name: installer-cloud-credentials
         namespace: openshift-image-registry
       providerSpec:
         apiVersion: cloudcredential.openshift.io/v1
         kind: IBMCloudProviderSpec
         policies:
         - attributes:
           - name: serviceName
             value: cloud-object-storage
           roles:
           - crn:v1:bluemix:public:iam::::role:Viewer
           - crn:v1:bluemix:public:iam::::role:Operator
           - crn:v1:bluemix:public:iam::::role:Editor
           - crn:v1:bluemix:public:iam::::serviceRole:Reader
           - crn:v1:bluemix:public:iam::::serviceRole:Writer
         - attributes:
           - name: resourceType
             value: resource-group
           roles:
           - crn:v1:bluemix:public:iam::::role:Viewer

5. Create the service ID for each credential request, assign the policies defined, create an API key, and generate the secret:

   $ ccoctl ibmcloud create-service-id \
     --credentials-requests-dir=<path_to_credential_requests_directory> \1
     --name=<cluster_name> \2
     --output-dir=<installation_directory> \3
     --resource-group-name=<resource_group_name> 4

   1

   Specify the directory containing the files for the component CredentialsRequest objects.

   2

   Specify the name of the OpenShift Container Platform cluster.

   3

   Optional: Specify the directory in which you want the ccoctl utility to create objects. By default, the utility creates objects in the directory in which the commands are run.

   4

   Optional: Specify the name of the resource group used for scoping the access policies.

   Note

   If your cluster uses Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set, you must include the --enable-tech-preview parameter.

   If an incorrect resource group name is provided, the installation fails during the bootstrap phase. To find the correct resource group name, run the following command:

   $ grep resourceGroupName <installation_directory>/manifests/cluster-infrastructure-02-config.yml

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 v4.17 Linux Clients 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 v4.17 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 v4.17 macOS Clients entry and save the file.

   Note

   For macOS arm64, choose the OpenShift v4.17 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