Operators


OpenShift Container Platform 4.21

Working with Operators in OpenShift Container Platform

Red Hat OpenShift Documentation Team

Abstract

This document provides information for working with Operators in OpenShift Container Platform. This includes instructions for cluster administrators on how to install and manage Operators, as well as information for developers on how to create applications from installed Operators. This also contains guidance on building your own Operator using the Operator SDK.

Chapter 1. Operators overview

Operators are the foundational control plane extensions of OpenShift Container Platform. Operators are the preferred method to package, deploy, and manage services on the control plane, and to support your applications.

Operators integrate with Kubernetes APIs and CLI tools such as kubectl and the OpenShift CLI (oc). They provide the means of monitoring applications, performing health checks, managing over-the-air (OTA) updates, and ensuring that applications remain in your specified state.

Operators are designed specifically for Kubernetes-native applications to implement and automate common Day 1 operations, such as installation and configuration. Operators can also automate Day 2 operations, such as autoscaling up or down and creating backups. All of these activities are directed by a piece of software running on your cluster.

While both follow similar Operator concepts and goals, Operators in OpenShift Container Platform are managed by two different systems, depending on their purpose:

Cluster Operators
Managed by the Cluster Version Operator (CVO) and installed by default to perform cluster functions.
Optional add-on Operators
Managed by Operator Lifecycle Manager (OLM) and can be made accessible for users to run in their applications. Also known as OLM-based Operators.

1.1. OLM-based Operator tasks

To maintain cluster security and operational boundaries, your assigned user role, such as cluster administrator or application developer, determines whether you can install, manage, or use Operator Lifecycle Manager (OLM)-based Operators.

For developers

As an Operator author, you can perform the following development tasks for OLM-based Operators:

  • Install and subscribe an Operator to your namespace.
  • Create an application from an installed Operator through the web console.
For administrators

As a cluster administrator, you can perform the following administrative tasks for OLM-based Operators:

  • Manage custom catalogs.
  • Allow non-cluster administrators to install Operators
  • Install an Operator from the software catalog
  • View Operator status
  • Manage Operator conditions
  • Upgrade installed Operators
  • Delete installed Operators
  • Configure proxy support
  • Using Operator Lifecycle Manager in disconnected environments

For information about the cluster Operators that Red Hat provides, see "Cluster Operators reference".

Chapter 2. Understanding Operators

2.1. What are Operators?

Operators encode human operational knowledge into software that manages complex applications. You can use Operators to package, deploy, and manage Kubernetes applications with the same APIs and tooling as native cluster resources.

Operators are pieces of software that ease the operational complexity of running another piece of software. They act like an extension of the software vendor’s engineering team, monitoring a Kubernetes environment (such as OpenShift Container Platform) and using its current state to make decisions in real time. Advanced Operators are designed to handle upgrades seamlessly, react to failures automatically, and not take shortcuts, like skipping a software backup process to save time.

A Kubernetes application is an app that is both deployed on Kubernetes and managed using the Kubernetes APIs and kubectl or oc tooling. To be able to make the most of Kubernetes, you require a set of cohesive APIs to extend in order to service and manage your apps that run on Kubernetes. Think of Operators as the runtime that manages this type of app on Kubernetes.

2.1.1. Why use Operators?

Operators package operational knowledge to automate application lifecycle tasks on Kubernetes. Operators provide repeatable installs, health checks, over-the-air updates, and shared expertise encoded in software.

Why deploy on Kubernetes?
Kubernetes (and by extension, OpenShift Container Platform) contains all of the primitives needed to build complex distributed systems – secret handling, load balancing, service discovery, autoscaling – that work across on-premise and cloud providers.
Why manage your app with Kubernetes APIs and kubectl tooling?
These APIs are feature rich, have clients for all platforms and plug into the cluster’s access control/auditing. An Operator uses the Kubernetes extension mechanism, custom resource definitions (CRDs), so your custom object, for example MongoDB, looks and acts just like the built-in, native Kubernetes objects.
How do Operators compare with service brokers?
A service broker is a step towards programmatic discovery and deployment of an app. However, because it is not a long running process, it cannot execute Day 2 operations like upgrade, failover, or scaling. Customizations and parameterization of tunables are provided at install time, versus an Operator that is constantly watching the current state of your cluster. Off-cluster services are a good match for a service broker, although Operators exist for these as well.

2.1.2. Operator Framework

The Operator Framework is a set of open source tools for building, testing, delivering, and updating Operators. It includes Operator Lifecycle Manager (OLM), the Operator Registry, and the software catalog.

Operator Lifecycle Manager
Operator Lifecycle Manager (OLM) controls the installation, upgrade, and role-based access control (RBAC) of Operators in a cluster. It is deployed by default in OpenShift Container Platform 4.21.
Operator Registry
The Operator Registry stores cluster service versions (CSVs) and custom resource definitions (CRDs) for creation in a cluster and stores Operator metadata about packages and channels. It runs in a Kubernetes or OpenShift cluster to provide this Operator catalog data to OLM.
Software Catalog
The software catalog is a web console for cluster administrators to discover and select Operators to install on their cluster. It is deployed by default in OpenShift Container Platform.

These tools are designed to be composable, so you can use any that are useful to you.

2.1.3. Operator maturity model

The Operator maturity model describes five phases of generic Day 2 operations that an Operator can support.

The level of sophistication of the management logic encapsulated within an Operator can vary. This logic is also in general highly dependent on the type of the service represented by the Operator.

One can however generalize the scale of the maturity of the encapsulated operations of an Operator for certain set of capabilities that most Operators can include. To this end, the following Operator maturity model defines five phases of maturity for generic Day 2 operations of an Operator:

Figure 2.1. Operator maturity model

operator maturity model

2.2. Operator Framework packaging format

You can use the Operator Framework packaging format to bundle and publish Operator metadata for Operator Lifecycle Manager (OLM) in OpenShift Container Platform. The format covers bundle images, dependencies, and file-based catalog schemas.

2.2.1. Bundle format

The bundle format is an Operator Framework packaging format that simplifies distributing Operator metadata to catalogs. An Operator bundle is a single Operator version shipped as a non-runnable container image that stores Kubernetes manifests and metadata.

Storage and distribution of the bundle image is managed using existing container tools like podman and docker and container registries such as Quay.

Operator metadata can include:

  • Information that identifies the Operator, for example its name and version.
  • Additional information that drives the UI, for example its icon and some example custom resources (CRs).
  • Required and provided APIs.
  • Related images.

When loading manifests into the Operator Registry database, the following requirements are validated:

  • The bundle must have at least one channel defined in the annotations.
  • Every bundle has exactly one cluster service version (CSV).
  • If a CSV owns a custom resource definition (CRD), that CRD must exist in the bundle.
2.2.1.1. Manifests

Bundle manifests are Kubernetes objects in an Operator bundle that define the deployment and role based access control (RBAC) model for an Operator. A bundle includes one cluster service version (CSV) and typically the custom resource definitions (CRDs) for APIs owned by that CSV in its /manifests directory.

Example bundle format layout

etcd
├── manifests
│   ├── etcdcluster.crd.yaml
│   └── etcdoperator.clusterserviceversion.yaml
│   └── secret.yaml
│   └── configmap.yaml
└── metadata
    └── annotations.yaml
    └── dependencies.yaml

2.2.1.1.1. Additional supported Kubernetes objects

Operator bundles can optionally include additional Kubernetes object types in the /manifests directory for deployment with a cluster service version (CSV). When included, Operator Lifecycle Manager (OLM) creates and manages the lifecycle of these objects alongside the CSV.

The following optional object types are supported:

  • ClusterRole
  • ClusterRoleBinding
  • ConfigMap
  • ConsoleCLIDownload
  • ConsoleLink
  • ConsoleQuickStart
  • ConsoleYamlSample
  • PodDisruptionBudget
  • PriorityClass
  • PrometheusRule
  • Role
  • RoleBinding
  • Secret
  • Service
  • ServiceAccount
  • ServiceMonitor
  • VerticalPodAutoscaler

OLM manages the lifecycle of these optional objects as follows:

  • When the CSV is deleted, OLM deletes the optional object.
  • When the CSV is upgraded:

    • If the name of the optional object is the same, OLM updates it in place.
    • If the name of the optional object has changed between versions, OLM deletes and recreates it.
2.2.1.2. Annotations

Operator bundle annotations in the metadata/annotations.yaml file define aggregate metadata that describes how a bundle is indexed. These annotations specify media type, manifest paths, package name, channels, and the default channel for catalog registration.

A bundle includes an annotations.yaml file in its /metadata directory:

Example annotations.yaml

annotations:
  operators.operatorframework.io.bundle.mediatype.v1: "registry+v1"
  operators.operatorframework.io.bundle.manifests.v1: "manifests/"
  operators.operatorframework.io.bundle.metadata.v1: "metadata/"
  operators.operatorframework.io.bundle.package.v1: "test-operator"
  operators.operatorframework.io.bundle.channels.v1: "beta,stable"
  operators.operatorframework.io.bundle.channel.default.v1: "stable"

where:

annotations.operators.operatorframework.io.bundle.mediatype.v1
Specifies the media type or format of the Operator bundle. The registry+v1 format means it contains a CSV and its associated Kubernetes objects.
annotations.operators.operatorframework.io.bundle.manifests.v1
Specifies the path in the image to the directory that contains the Operator manifests. This label is reserved for future use and currently defaults to manifests/. The value manifests.v1 implies that the bundle contains Operator manifests.
annotations.operators.operatorframework.io.bundle.metadata.v1
Specifies the path in the image to the directory that contains metadata files about the bundle. This label is reserved for future use and currently defaults to metadata/. The value metadata.v1 implies that this bundle has Operator metadata.
annotations.operators.operatorframework.io.bundle.package.v1
Specifies the package name of the bundle.
annotations.operators.operatorframework.io.bundle.channels.v1
Specifies the list of channels the bundle is subscribing to when added into an Operator Registry.
annotations.operators.operatorframework.io.bundle.channel.default.v1
Specifies the default channel an Operator should be subscribed to when installed from a registry.
Note

In case of a mismatch, the annotations.yaml file is authoritative because the on-cluster Operator Registry that relies on these annotations only has access to this file.

2.2.1.3. Dependencies

Operator dependencies define relationships between Operators that Operator Lifecycle Manager (OLM) must resolve during installation on OpenShift Container Platform. You can list these dependencies in the optional dependencies.yaml file in a bundle’s metadata/ folder.

The dependency list contains a type field for each item to specify what kind of dependency this is. The following types of Operator dependencies are supported:

olm.package
This type indicates a dependency for a specific Operator version. The dependency information must include the package name and the version of the package in semver format. For example, you can specify an exact version such as 0.5.2 or a range of versions such as >0.5.1.
olm.gvk
With this type, the author can specify a dependency with group/version/kind (GVK) information, similar to existing CRD and API-based usage in a CSV. This is a path to enable Operator authors to consolidate all dependencies, API or explicit versions, to be in the same place.
olm.constraint
This type declares generic constraints on arbitrary Operator properties.

In the following example, dependencies are specified for a Prometheus Operator and etcd CRDs:

Example dependencies.yaml file

dependencies:
  - type: olm.package
    value:
      packageName: prometheus
      version: ">0.27.0"
  - type: olm.gvk
    value:
      group: etcd.database.coreos.com
      kind: EtcdCluster
      version: v1beta2

2.2.1.4. About the opm CLI

The opm CLI is an Operator Framework tool for creating and maintaining Operator catalogs from bundle images in OpenShift Container Platform. You can use it to build catalog container images that Operator Lifecycle Manager (OLM) references through catalog sources.

A catalog contains a database of pointers to Operator manifest content that can be queried through an included API that is served when the container image is run. On OpenShift Container Platform, Operator Lifecycle Manager (OLM) can reference the image in a catalog source, defined by a CatalogSource object, which polls the image at regular intervals to enable frequent updates to installed Operators on the cluster.

  • See CLI tools for steps on installing the opm CLI.

2.2.2. Introduction to file-based catalogs

File-based catalogs are the latest plain text (JSON or YAML) catalog format for Operator Lifecycle Manager (OLM). This format enables catalog editing, composability, and extensibility while remaining compatible with earlier SQLite-based catalogs.

Editing

With file-based catalogs, users interacting with the contents of a catalog are able to make direct changes to the format and verify that their changes are valid. Because this format is plain text JSON or YAML, catalog maintainers can easily manipulate catalog metadata by hand or with widely known and supported JSON or YAML tooling, such as the jq CLI.

This editability enables the following features and user-defined extensions:

  • Promoting an existing bundle to a new channel
  • Changing the default channel of a package
  • Custom algorithms for adding, updating, and removing upgrade paths
Composability

File-based catalogs are stored in an arbitrary directory hierarchy, which enables catalog composition. For example, consider two separate file-based catalog directories: catalogA and catalogB. A catalog maintainer can create a new combined catalog by making a new directory catalogC and copying catalogA and catalogB into it.

This composability enables decentralized catalogs. The format permits Operator authors to maintain Operator-specific catalogs, and it permits maintainers to trivially build a catalog composed of individual Operator catalogs. File-based catalogs can be composed by combining multiple other catalogs, by extracting subsets of one catalog, or a combination of both of these.

Note

Duplicate packages and duplicate bundles within a package are not permitted. The opm validate command returns an error if any duplicates are found.

Because Operator authors are most familiar with their Operator, its dependencies, and its upgrade compatibility, they are able to maintain their own Operator-specific catalog and have direct control over its contents. With file-based catalogs, Operator authors own the task of building and maintaining their packages in a catalog. Composite catalog maintainers, however, only own the task of curating the packages in their catalog and publishing the catalog to users.

Extensibility

The file-based catalog specification is a low-level representation of a catalog. While it can be maintained directly in its low-level form, catalog maintainers can build interesting extensions on top that can be used by their own custom tooling to make any number of mutations.

For example, a tool could translate a high-level API, such as (mode=semver), down to the low-level, file-based catalog format for upgrade paths. Or a catalog maintainer might need to customize all of the bundle metadata by adding a new property to bundles that meet a certain criteria.

While this extensibility allows for additional official tooling to be developed on top of the low-level APIs for future OpenShift Container Platform releases, the major benefit is that catalog maintainers have this capability as well.

Important

As of OpenShift Container Platform 4.11, the default Red Hat-provided Operator catalog releases in the file-based catalog format. The default Red Hat-provided Operator catalogs for OpenShift Container Platform 4.6 through 4.10 released in the deprecated SQLite database format.

The opm subcommands, flags, and functionality related to the SQLite database format are also deprecated and will be removed in a future release. The features are still supported and must be used for catalogs that use the deprecated SQLite database format.

Many of the opm subcommands and flags for working with the SQLite database format, such as opm index prune, do not work with the file-based catalog format.

2.2.2.1. Directory structure

File-based catalogs can be stored and loaded from directory-based file systems. The opm CLI loads the catalog by walking the root directory and recursing into subdirectories. The CLI attempts to load every file it finds and fails if any errors occur.

Non-catalog files can be ignored using .indexignore files, which have the same rules for patterns and precedence as .gitignore files.

Example .indexignore file

# Ignore everything except non-object .json and .yaml files
**/*
!*.json
!*.yaml
**/objects/*.json
**/objects/*.yaml

Catalog maintainers have the flexibility to choose their layout, but it is recommended to store each package’s file-based catalog blobs in separate subdirectories. Each individual file can be either JSON or YAML; it is not necessary for every file in a catalog to use the same format.

Basic recommended structure

catalog
├── packageA
│   └── index.yaml
├── packageB
│   ├── .indexignore
│   ├── index.yaml
│   └── objects
│       └── packageB.v0.1.0.clusterserviceversion.yaml
└── packageC
    └── index.json
    └── deprecations.yaml

This recommended structure has the property that each subdirectory in the directory hierarchy is a self-contained catalog, which makes catalog composition, discovery, and navigation trivial file system operations. The catalog can also be included in a parent catalog by copying it into the parent catalog’s root directory.

2.2.2.2. Schemas

File-based catalogs on OpenShift Container Platform use a CUE-based format with schemas that define catalog structure for Operator Lifecycle Manager (OLM). Each Operator package requires one olm.package blob, at least one olm.channel blob, and one or more olm.bundle blobs.

_Meta schema

_Meta: {
  // schema is required and must be a non-empty string
  schema: string & !=""

  // package is optional, but if it's defined, it must be a non-empty string
  package?: string & !=""

  // properties is optional, but if it's defined, it must be a list of 0 or more properties
  properties?: [... #Property]
}

#Property: {
  // type is required
  type: string & !=""

  // value is required, and it must not be null
  value: !=null
}

Note

No CUE schemas listed in this specification should be considered exhaustive. The opm validate command has additional validations that are difficult or impossible to express concisely in CUE.

Note

All olm.* schemas are reserved for OLM-defined schemas. Custom schemas must use a unique prefix, such as a domain that you own.

2.2.2.2.1. olm.package schema

The olm.package schema specifies package-level metadata for Operators in file-based catalogs, including name, default channel, and icon. Use this schema reference when you build or validate Operator package definitions for Operator Lifecycle Manager (OLM).

Example 2.1. olm.package schema

#Package: {
  schema: "olm.package"

  // Package name
  name: string & !=""

  // A description of the package
  description?: string

  // The package's default channel
  defaultChannel: string & !=""

  // An optional icon
  icon?: {
    base64data: string
    mediatype:  string
  }
}
2.2.2.2.2. olm.channel schema

The olm.channel schema defines a channel within a package, the bundle entries that are members of the channel, and the upgrade paths for those bundles.

If a bundle entry represents an edge in multiple olm.channel blobs, it can only appear once per channel.

It is valid for an entry’s replaces value to reference another bundle name that cannot be found in this catalog or another catalog. However, all other channel invariants must hold true, such as a channel not having multiple heads.

Example 2.2. olm.channel schema

#Channel: {
  schema: "olm.channel"
  package: string & !=""
  name: string & !=""
  entries: [...#ChannelEntry]
}

#ChannelEntry: {
  // name is required. It is the name of an `olm.bundle` that
  // is present in the channel.
  name: string & !=""

  // replaces is optional. It is the name of bundle that is replaced
  // by this entry. It does not have to be present in the entry list.
  replaces?: string & !=""

  // skips is optional. It is a list of bundle names that are skipped by
  // this entry. The skipped bundles do not have to be present in the
  // entry list.
  skips?: [...string & !=""]

  // skipRange is optional. It is the semver range of bundle versions
  // that are skipped by this entry.
  skipRange?: string & !=""
}
Warning

When using the skipRange field, the skipped Operator versions are pruned from the update graph and are longer installable by users with the spec.startingCSV property of Subscription objects.

You can update an Operator incrementally while keeping previously installed versions available to users for future installation by using both the skipRange and replaces field. Ensure that the replaces field points to the immediate previous version of the Operator version in question.

2.2.2.2.3. olm.bundle schema

The olm.bundle schema defines the structure of bundle entries stored in an Operator catalog index. It specifies required fields such as package name, bundle name, image reference, and optional properties and related images.

Example 2.3. olm.bundle schema

#Bundle: {
  schema: "olm.bundle"
  package: string & !=""
  name: string & !=""
  image: string & !=""
  properties: [...#Property]
  relatedImages?: [...#RelatedImage]
}

#Property: {
  // type is required
  type: string & !=""

  // value is required, and it must not be null
  value: !=null
}

#RelatedImage: {
  // image is the image reference
  image: string & !=""

  // name is an optional descriptive name for an image that
  // helps identify its purpose in the context of the bundle
  name?: string & !=""
}
2.2.2.2.4. olm.deprecations schema

The optional olm.deprecations schema defines deprecation information for packages, bundles, and channels in an Operator catalog. When you define this schema, the web console displays warning badges and deprecation messages in the software catalog.

An olm.deprecations schema entry contains one or more of the following reference types, which indicates the deprecation scope. After the Operator is installed, any specified messages can be viewed as status conditions on the related Subscription object.

Expand
Table 2.1. Deprecation reference types
TypeScopeStatus condition

olm.package

Represents the entire package

PackageDeprecated

olm.channel

Represents one channel

ChannelDeprecated

olm.bundle

Represents one bundle version

BundleDeprecated

Each reference type has their own requirements, as detailed in the following example.

Example olm.deprecations schema with each reference type

schema: olm.deprecations
package: my-operator
entries:
  - reference:
      schema: olm.package
    message: |
    The 'my-operator' package is end of life. Please use the
    'my-operator-new' package for support.
  - reference:
      schema: olm.channel
      name: alpha
    message: |
    The 'alpha' channel is no longer supported. Please switch to the
    'stable' channel.
  - reference:
      schema: olm.bundle
      name: my-operator.v1.68.0
    message: |
    my-operator.v1.68.0 is deprecated. Uninstall my-operator.v1.68.0 and
    install my-operator.v1.72.0 for support.

  • Each deprecation schema must have a package value, and that package reference must be unique across the catalog. There must not be an associated name field.
  • The olm.package schema must not include a name field, because it is determined by the package field defined earlier in the schema.
  • All message fields, for any reference type, must be a non-zero length and represented as an opaque text blob.
  • The name field for the olm.channel schema is required.
  • The name field for the olm.bundle schema is required.
Note

The deprecation feature does not consider overlapping deprecation, for example package versus channel versus bundle.

Operator authors can save olm.deprecations schema entries as a deprecations.yaml file in the same directory as the package’s index.yaml file:

Example directory structure for a catalog with deprecations

my-catalog
└── my-operator
    ├── index.yaml
    └── deprecations.yaml

2.2.2.3. Properties

Properties are arbitrary pieces of metadata that can be attached to file-based catalog schemas. The type field is a string that effectively specifies the semantic and syntactic meaning of the value field. The value can be any arbitrary JSON or YAML.

OLM defines a handful of property types, again using the reserved olm.* prefix.

2.2.2.3.1. olm.package property

The olm.package property defines the package name and version. This is a required property on bundles, and there must be exactly one of these properties. The packageName field must match the bundle’s first-class package field, and the version field must be a valid semantic version.

olm.package property

#PropertyPackage: {
  type: "olm.package"
  value: {
    packageName: string & !=""
    version: string & !=""
  }
}

2.2.2.3.2. olm.gvk property

The olm.gvk property defines the group/version/kind (GVK) of a Kubernetes API that is provided by this bundle. This property is used by OLM to resolve a bundle with this property as a dependency for other bundles that list the same GVK as a required API. The GVK must adhere to Kubernetes GVK validations.

olm.gvk property

#PropertyGVK: {
  type: "olm.gvk"
  value: {
    group: string & !=""
    version: string & !=""
    kind: string & !=""
  }
}

2.2.2.3.3. olm.package.required

The olm.package.required property defines the package name and version range of another package that this bundle requires. For every required package property a bundle lists, OLM ensures there is an Operator installed on the cluster for the listed package and in the required version range. The versionRange field must be a valid semantic version (semver) range.

olm.package.required property

#PropertyPackageRequired: {
  type: "olm.package.required"
  value: {
    packageName: string & !=""
    versionRange: string & !=""
  }
}

2.2.2.3.4. olm.gvk.required

The olm.gvk.required property defines the group/version/kind (GVK) of a Kubernetes API that this bundle requires. For every required GVK property a bundle lists, OLM ensures there is an Operator installed on the cluster that provides it. The GVK must adhere to Kubernetes GVK validations.

olm.gvk.required property

#PropertyGVKRequired: {
  type: "olm.gvk.required"
  value: {
    group: string & !=""
    version: string & !=""
    kind: string & !=""
  }
}

2.2.2.4. Example catalog

With file-based catalogs, catalog maintainers can focus on Operator curation and compatibility.

Because Operator authors have already produced Operator-specific catalogs for their Operators, catalog maintainers can build their catalog by rendering each Operator catalog into a subdirectory of the catalog’s root directory.

There are many possible ways to build a file-based catalog; the following steps outline a simple approach:

  1. Maintain a single configuration file for the catalog, containing image references for each Operator in the catalog:

    Example catalog configuration file

    name: community-operators
    repo: quay.io/community-operators/catalog
    tag: latest
    references:
    - name: etcd-operator
      image: quay.io/etcd-operator/index@sha256:5891b5b522d5df086d0ff0b110fbd9d21bb4fc7163af34d08286a2e846f6be03
    - name: prometheus-operator
      image: quay.io/prometheus-operator/index@sha256:e258d248fda94c63753607f7c4494ee0fcbe92f1a76bfdac795c9d84101eb317

  2. Run a script that parses the configuration file and creates a new catalog from its references:

    Example script

    name=$(yq eval '.name' catalog.yaml)
    mkdir "$name"
    yq eval '.name + "/" + .references[].name' catalog.yaml | xargs mkdir
    for l in $(yq e '.name as $catalog | .references[] | .image + "|" + $catalog + "/" + .name + "/index.yaml"' catalog.yaml); do
      image=$(echo $l | cut -d'|' -f1)
      file=$(echo $l | cut -d'|' -f2)
      opm render "$image" > "$file"
    done
    opm generate dockerfile "$name"
    indexImage=$(yq eval '.repo + ":" + .tag' catalog.yaml)
    docker build -t "$indexImage" -f "$name.Dockerfile" .
    docker push "$indexImage"

2.2.2.5. Guidelines

Follow the guidelines to maintain file-based Operator catalogs. Treat bundle images and metadata as immutable. Store catalog metadata in source control as the source of truth.

2.2.2.5.1. Immutable bundles

The general advice with Operator Lifecycle Manager (OLM) is that bundle images and their metadata should be treated as immutable.

If a broken bundle has been pushed to a catalog, you must assume that at least one of your users has upgraded to that bundle. Based on that assumption, you must release another bundle with an upgrade path from the broken bundle to ensure users with the broken bundle installed receive an upgrade. OLM will not reinstall an installed bundle if the contents of that bundle are updated in the catalog.

However, there are some cases where a change in the catalog metadata is preferred:

  • Channel promotion: If you already released a bundle and later decide that you want to add it to another channel, you can add an entry for your bundle in another olm.channel blob.
  • New upgrade paths: If you release a new 1.2.z bundle version, for example 1.2.4, but 1.3.0 is already released, you can update the catalog metadata for 1.3.0 to skip 1.2.4.
2.2.2.5.2. Source control

Catalog metadata should be stored in source control and treated as the source of truth. Updates to catalog images should include the following steps:

  1. Update the source-controlled catalog directory with a new commit.
  2. Build and push the catalog image. Use a consistent tagging taxonomy, such as :latest or :<target_cluster_version>, so that users can receive updates to a catalog as they become available.
Note

For more information about creating file-based catalogs by using the opm CLI, see "Creating a file-based catalog image".

2.2.2.6. Automation

Operator authors and catalog maintainers can automate file-based catalog maintenance with CI/CD workflows.

Catalog maintainers can use GitOps automation to accomplish the following example tasks:

  • Check that pull request (PR) authors are permitted to make the requested changes, for example by updating their package’s image reference.
  • Check that the catalog updates pass the opm validate command.
  • Check that the updated bundle or catalog image references exist, the catalog images run successfully in a cluster, and Operators from that package can be successfully installed.
  • Automatically merge PRs that pass the previous checks.
  • Automatically rebuild and republish the catalog image.

2.3. Operator Framework glossary of common terms

You can use this glossary to learn terminology used across the Operator Framework and Operator Lifecycle Manager (OLM) in OpenShift Container Platform. The terms help you understand concepts for packaging, installing, and managing Operators.

2.3.1. Bundle

In the bundle format, a bundle is a collection of an Operator CSV, manifests, and metadata. Together, they form a unique version of an Operator that can be installed onto the cluster.

2.3.2. Bundle image

In the bundle format, a bundle image is a container image that is built from Operator manifests and that contains one bundle. Bundle images are stored and distributed by Open Container Initiative (OCI) spec container registries, such as Quay.io or DockerHub.

2.3.3. Catalog source

A catalog source represents a store of metadata that OLM can query to discover and install Operators and their dependencies.

2.3.4. Channel

A channel defines a stream of updates for an Operator and is used to roll out updates for subscribers. The head points to the latest version of that channel. For example, a stable channel would have all stable versions of an Operator arranged from the earliest to the latest.

An Operator can have several channels, and a subscription binding to a certain channel would only look for updates in that channel.

2.3.5. Channel head

A channel head refers to the latest known update in a particular channel.

2.3.6. Cluster service version

A cluster service version (CSV) is a YAML manifest created from Operator metadata that assists OLM in running the Operator in a cluster. It is the metadata that accompanies an Operator container image, used to populate user interfaces with information such as its logo, description, and version.

It is also a source of technical information that is required to run the Operator, like the RBAC rules it requires and which custom resources (CRs) it manages or depends on.

2.3.7. Dependency

An Operator may have a dependency on another Operator being present in the cluster. For example, the Vault Operator has a dependency on the etcd Operator for its data persistence layer.

OLM resolves dependencies by ensuring that all specified versions of Operators and CRDs are installed on the cluster during the installation phase. This dependency is resolved by finding and installing an Operator in a catalog that satisfies the required CRD API, and is not related to packages or bundles.

2.3.8. Extension

Extensions enable cluster administrators to extend capabilities for users on their OpenShift Container Platform cluster. Extensions are managed by Operator Lifecycle Manager (OLM) v1.

The ClusterExtension API streamlines management of installed extensions, which includes Operators via the registry+v1 bundle format, by consolidating user-facing APIs into a single object. Administrators and SREs can use the API to automate processes and define desired states by using GitOps principles.

2.3.9. Index image

In the bundle format, an index image refers to an image of a database (a database snapshot) that contains information about Operator bundles including CSVs and CRDs of all versions. This index can host a history of Operators on a cluster and be maintained by adding or removing Operators using the opm CLI tool.

2.3.10. Install plan

An install plan is a calculated list of resources to be created to automatically install or upgrade a CSV.

2.3.11. Multitenancy

A tenant in OpenShift Container Platform is a user or group of users that share common access and privileges for a set of deployed workloads, typically represented by a namespace or project. You can use tenants to provide a level of isolation between different groups or teams.

When a cluster is shared by multiple users or groups, it is considered a multitenant cluster.

2.3.12. Operator

Operators are a method of packaging, deploying, and managing a Kubernetes application. A Kubernetes application is an app that is both deployed on Kubernetes and managed using the Kubernetes APIs and kubectl or oc tooling.

In Operator Lifecycle Manager (OLM) v1, the ClusterExtension API streamlines management of installed extensions, which includes Operators via the registry+v1 bundle format.

2.3.13. Operator group

An Operator group configures all Operators deployed in the same namespace as the OperatorGroup object to watch for their CR in a list of namespaces or cluster-wide.

2.3.14. Package

In the bundle format, a package is a directory that encloses all released history of an Operator with each version. A released version of an Operator is described in a CSV manifest alongside the CRDs.

2.3.15. Registry

A registry is a database that stores bundle images of Operators, each with all of its latest and historical versions in all channels.

2.3.16. Subscription

A subscription keeps CSVs up to date by tracking a channel in a package.

2.3.17. Update graph

An update graph links versions of CSVs together, similar to the update graph of any other packaged software. Operators can be installed sequentially, or certain versions can be skipped. The update graph is expected to grow only at the head with newer versions being added.

Also known as update edges or update paths.

2.4. Operator Lifecycle Manager (OLM)

Key concepts for understanding Operator Lifecycle Manager (OLM) include cluster service versions (CSVs), catalog sources, subscriptions, and Operator groups.

Operator Lifecycle Manager (OLM) Classic helps users install, update, and manage the lifecycle of Kubernetes native applications (Operators) and their associated services running across their OpenShift Container Platform clusters. Operator Lifecycle Manager (OLM) Classic forms part of the Operator Framework, an open source toolkit designed to manage Operators in an effective, automated, and scalable way.

Figure 2.2. OLM (Classic) workflow

olm workflow

OLM runs by default in OpenShift Container Platform 4.21, which aids cluster administrators in installing, upgrading, and granting access to Operators running on their cluster. The OpenShift Container Platform web console provides management screens for cluster administrators to install Operators, as well as grant specific projects access to use the catalog of Operators available on the cluster.

For developers, a self-service experience allows provisioning and configuring instances of databases, monitoring, and big data services without having to be subject matter experts, because the Operator has that knowledge baked into it.

2.4.1.2. OLM resources

The following custom resource definitions (CRDs) are defined and managed by Operator Lifecycle Manager (OLM) in OpenShift Container Platform. Use these resources to configure catalog sources, subscriptions, install plans, cluster service versions (CSVs), and Operator groups.

Expand
Table 2.2. CRDs managed by OLM and Catalog Operators
ResourceShort nameDescription

ClusterServiceVersion (CSV)

csv

Application metadata. For example: name, version, icon, required resources.

CatalogSource

catsrc

A repository of CSVs, CRDs, and packages that define an application.

Subscription

sub

Keeps CSVs up to date by tracking a channel in a package.

InstallPlan

ip

Calculated list of resources to be created to automatically install or upgrade a CSV.

OperatorGroup

og

Configures all Operators deployed in the same namespace as the OperatorGroup object to watch for their custom resource (CR) in a list of namespaces or cluster-wide.

OperatorConditions

-

Creates a communication channel between OLM and an Operator it manages. Operators can write to the Status.Conditions array to communicate complex states to OLM.

2.4.1.2.1. Cluster service version

A cluster service version (CSV) is a YAML manifest that represents a specific version of a running Operator on your OpenShift Container Platform cluster. OLM uses CSV metadata to run Operators safely and determine how to apply upgrades when new versions are published.

A CSV includes the metadata that accompanies an Operator container image, used to populate user interfaces with information such as its name, version, description, labels, repository link, and logo.

A CSV is also a source of technical information required to run the Operator, such as which custom resources (CRs) it manages or depends on, RBAC rules, cluster requirements, and install strategies. This information tells OLM how to create required resources and set up the Operator as a deployment.

2.4.1.2.2. Catalog source

A catalog source represents a store of metadata, typically by referencing an index image stored in a container registry. Operator Lifecycle Manager (OLM) queries catalog sources to discover and install Operators and their dependencies. The software catalog in the OpenShift Container Platform web console also displays the Operators provided by catalog sources.

Tip

Cluster administrators can view the full list of Operators provided by an enabled catalog source on a cluster by using the AdministrationCluster SettingsConfigurationOperatorHub page in the web console.

The spec of a CatalogSource object indicates how to construct a pod or how to communicate with a service that serves the Operator Registry gRPC API.

Example CatalogSource object

apiVersion: operators.coreos.com/v1alpha1
kind: CatalogSource
metadata:
  generation: 1
  name: example-catalog
  namespace: openshift-marketplace
  annotations:
    olm.catalogImageTemplate:
      "quay.io/example-org/example-catalog:v{kube_major_version}.{kube_minor_version}.{kube_patch_version}"
spec:
  displayName: Example Catalog
  image: quay.io/example-org/example-catalog:v1
  priority: -400
  publisher: Example Org
  sourceType: grpc
  grpcPodConfig:
    securityContextConfig: <security_mode>
    nodeSelector:
      custom_label: <label>
    priorityClassName: system-cluster-critical
    tolerations:
      - key: "key1"
        operator: "Equal"
        value: "value1"
        effect: "NoSchedule"
  updateStrategy:
    registryPoll:
      interval: 30m0s
status:
  connectionState:
    address: example-catalog.openshift-marketplace.svc:50051
    lastConnect: 2021-08-26T18:14:31Z
    lastObservedState: READY
  latestImageRegistryPoll: 2021-08-26T18:46:25Z
  registryService:
    createdAt: 2021-08-26T16:16:37Z
    port: 50051
    protocol: grpc
    serviceName: example-catalog
    serviceNamespace: openshift-marketplace

where:

metadata.name
Specifies the name for the CatalogSource object. This value is also used as part of the name for the related pod that is created in the requested namespace.
metadata.namespace
Specifies the namespace to create the catalog in. To make the catalog available cluster-wide in all namespaces, set this value to openshift-marketplace. The default Red Hat-provided catalog sources also use the openshift-marketplace namespace. Otherwise, set the value to a specific namespace to make the Operator only available in that namespace.
metadata.annotations.olm.catalogImageTemplate

To avoid cluster upgrades potentially leaving Operator installations in an unsupported state or without a continued update path, you can enable automatically changing your Operator catalog’s index image version as part of cluster upgrades. This field is optional.

Set the olm.catalogImageTemplate annotation to your index image name and use one or more of the Kubernetes cluster version variables as shown when constructing the template for the image tag. The annotation overwrites the spec.image field at run time. See the "Image template for custom catalog sources" section for more details.

spec.displayName
Specifies the display name for the catalog in the web console and CLI.
spec.image
Specifies the index image for the catalog. Optionally, this spec can be omitted when using the olm.catalogImageTemplate annotation, which sets the pull spec at run time.
spec.priority
Specifies the weight for the catalog source. OLM uses the weight for prioritization during dependency resolution. A higher weight indicates the catalog is preferred over lower-weighted catalogs.
spec.sourceType

Specifies one of the following source types:

  • grpc with an image reference: OLM pulls the image and runs the pod, which is expected to serve a compliant API.
  • grpc with an address field: OLM attempts to contact the gRPC API at the given address. This should not be used in most cases.
  • configmap: OLM parses config map data and runs a pod that can serve the gRPC API over it.
spec.grpcPodConfig.securityContextConfig

Specifies the pod security admissions (PSA) policy for the catalog source pod. It accepts the values of legacy or restricted. If the field is not set, the default value is legacy. In a future OpenShift Container Platform release, it is planned that the default value will be restricted.

Note

If your catalog cannot run with restricted permissions, it is recommended that you manually set this field to legacy.

spec.grpcPodConfig.nodeSelector
Overrides the default node selector for the pod serving the content in spec.image for grpc type catalog sources. This field is optional.
spec.grpcPodConfig.priorityClassName
Overrides the default priority class name for the pod serving the content in spec.image for grpc type catalog sources. Kubernetes provides system-cluster-critical and system-node-critical priority classes by default. Setting the field to empty ("") assigns the pod the default priority. Other priority classes can be defined manually. This field is optional.
spec.grpcPodConfig.tolerations
Overrides the default tolerations for the pod serving the content in spec.image for grpc type catalog sources. This field is optional.
spec.updateStrategy.registryPoll
Specifies how often OLM polls the container registry for updates.
status.connectionState.lastObservedState

Displays the last observed state of the catalog connection. For example:

  • READY: A connection is successfully established.
  • CONNECTING: A connection is attempting to establish.
  • TRANSIENT_FAILURE: A temporary problem has occurred while attempting to establish a connection, such as a timeout. The state will eventually switch back to CONNECTING and try again.
status.latestImageRegistryPoll
Displays the last time OLM polled the container registry for catalog image updates.
status.registryService
Displays status information for the catalog’s Operator Registry service.

Referencing the name of a CatalogSource object in a subscription instructs OLM where to search to find a requested Operator:

Example Subscription object referencing a catalog source

apiVersion: operators.coreos.com/v1alpha1
kind: Subscription
metadata:
  name: example-operator
  namespace: example-namespace
spec:
  channel: stable
  name: example-operator
  source: example-catalog
  sourceNamespace: openshift-marketplace

Operator compatibility with the underlying cluster can be expressed by a catalog source in various ways. One way, which is used for the default Red Hat-provided catalog sources, is to identify image tags for index images that are specifically created for a particular platform release, for example OpenShift Container Platform 4.21.

During a cluster upgrade, the index image tag for the default Red Hat-provided catalog sources are updated automatically by the Cluster Version Operator (CVO) so that Operator Lifecycle Manager (OLM) pulls the updated version of the catalog. For example during an upgrade from OpenShift Container Platform 4.20 to 4.21, the spec.image field in the CatalogSource object for the redhat-operators catalog is updated from:

registry.redhat.io/redhat/redhat-operator-index:v4.21

to:

registry.redhat.io/redhat/redhat-operator-index:v4.21

However, the CVO does not automatically update image tags for custom catalogs. To ensure users are left with a compatible and supported Operator installation after a cluster upgrade, custom catalogs should also be kept updated to reference an updated index image.

Starting in OpenShift Container Platform 4.9, cluster administrators can add the olm.catalogImageTemplate annotation in the CatalogSource object for custom catalogs to an image reference that includes a template. The following Kubernetes version variables are supported for use in the template:

  • kube_major_version
  • kube_minor_version
  • kube_patch_version
Note

You must specify the Kubernetes cluster version and not the OpenShift Container Platform cluster version, as the latter is not currently available for templating.

Provided that you have created and pushed an index image with a tag specifying the updated Kubernetes version, setting this annotation enables the index image versions in custom catalogs to be automatically changed after a cluster upgrade. The annotation value is used to set or update the image reference in the spec.image field of the CatalogSource object. This helps avoid cluster upgrades leaving Operator installations in unsupported states or without a continued update path.

Important

You must ensure that the index image with the updated tag, in whichever registry it is stored in, is accessible by the cluster at the time of the cluster upgrade.

Example 2.4. Example catalog source with an image template

apiVersion: operators.coreos.com/v1alpha1
kind: CatalogSource
metadata:
  generation: 1
  name: example-catalog
  namespace: openshift-marketplace
  annotations:
    olm.catalogImageTemplate:
      "quay.io/example-org/example-catalog:v{kube_major_version}.{kube_minor_version}"
spec:
  displayName: Example Catalog
  image: quay.io/example-org/example-catalog:v1.34
  priority: -400
  publisher: Example Org
Note

If the spec.image field and the olm.catalogImageTemplate annotation are both set, the spec.image field is overwritten by the resolved value from the annotation. If the annotation does not resolve to a usable pull spec, the catalog source falls back to the set spec.image value.

If the spec.image field is not set and the annotation does not resolve to a usable pull spec, OLM stops reconciliation of the catalog source and sets it into a human-readable error condition.

For an OpenShift Container Platform 4.21 cluster, which uses Kubernetes 1.34, the olm.catalogImageTemplate annotation in the preceding example resolves to the following image reference:

quay.io/example-org/example-catalog:v1.34

For future releases of OpenShift Container Platform, you can create updated index images for your custom catalogs that target the later Kubernetes version that is used by the later OpenShift Container Platform version. With the olm.catalogImageTemplate annotation set before the upgrade, upgrading the cluster to the later OpenShift Container Platform version would then automatically update the catalog’s index image as well.

2.4.1.2.2.2. Catalog health requirements

Operator Lifecycle Manager (OLM) requires that all Operator catalogs in a shared global namespace are healthy. When a catalog is unhealthy, Operator installation and update operations in that namespace fail with a CatalogSourcesUnhealthy condition.

Operator catalogs on a cluster are interchangeable from the perspective of installation resolution; a Subscription object might reference a specific catalog, but dependencies are resolved using all catalogs on the cluster.

For example, if Catalog A is unhealthy, a subscription referencing Catalog A could resolve a dependency in Catalog B, which the cluster administrator might not have been expecting, because B normally had a lower catalog priority than A.

As a cluster administrator, if you observe an unhealthy catalog and want to consider the catalog as invalid and resume Operator installations, see the "Removing custom catalogs" or "Disabling the default software catalog sources" sections for information about removing the unhealthy catalog.

2.4.1.2.3. Subscription

A subscription, defined by a Subscription object, represents an intention to install an Operator. It is the custom resource that relates an Operator to a catalog source.

Subscriptions describe which channel of an Operator package to subscribe to, and whether to perform updates automatically or manually. If set to automatic, the subscription ensures Operator Lifecycle Manager (OLM) manages and upgrades the Operator to ensure that the latest version is always running in the cluster.

Example Subscription object

apiVersion: operators.coreos.com/v1alpha1
kind: Subscription
metadata:
  name: example-operator
  namespace: example-namespace
spec:
  channel: stable
  name: example-operator
  source: example-catalog
  sourceNamespace: openshift-marketplace

This Subscription object defines the name and namespace of the Operator, as well as the catalog from which the Operator data can be found. The channel, such as alpha, beta, or stable, helps determine which Operator stream should be installed from the catalog source.

The names of channels in a subscription can differ between Operators, but the naming scheme should follow a common convention within a given Operator. For example, channel names might follow a minor release update stream for the application provided by the Operator (1.2, 1.3) or a release frequency (stable, fast).

In addition to being easily visible from the OpenShift Container Platform web console, it is possible to identify when there is a newer version of an Operator available by inspecting the status of the related subscription. The value associated with the currentCSV field is the newest version that is known to OLM, and installedCSV is the version that is installed on the cluster.

2.4.1.2.4. Install plan

An install plan, defined by an InstallPlan object, describes a set of resources that Operator Lifecycle Manager (OLM) creates to install or upgrade to a specific version of an Operator. The version is defined by a cluster service version (CSV).

To install an Operator, a cluster administrator, or a user who has been granted Operator installation permissions, must first create a Subscription object. A subscription represents the intent to subscribe to a stream of available versions of an Operator from a catalog source. The subscription then creates an InstallPlan object to facilitate the installation of the resources for the Operator.

The install plan must then be approved according to one of the following approval strategies:

  • If the subscription’s spec.installPlanApproval field is set to Automatic, the install plan is approved automatically.
  • If the subscription’s spec.installPlanApproval field is set to Manual, the install plan must be manually approved by a cluster administrator or user with proper permissions.

After the install plan is approved, OLM creates the specified resources and installs the Operator in the namespace that is specified by the subscription.

Example 2.5. Example InstallPlan object

apiVersion: operators.coreos.com/v1alpha1
kind: InstallPlan
metadata:
  name: install-abcde
  namespace: operators
spec:
  approval: Automatic
  approved: true
  clusterServiceVersionNames:
    - my-operator.v1.0.1
  generation: 1
status:
  ...
  catalogSources: []
  conditions:
    - lastTransitionTime: '2021-01-01T20:17:27Z'
      lastUpdateTime: '2021-01-01T20:17:27Z'
      status: 'True'
      type: Installed
  phase: Complete
  plan:
    - resolving: my-operator.v1.0.1
      resource:
        group: operators.coreos.com
        kind: ClusterServiceVersion
        manifest: >-
        ...
        name: my-operator.v1.0.1
        sourceName: redhat-operators
        sourceNamespace: openshift-marketplace
        version: v1alpha1
      status: Created
    - resolving: my-operator.v1.0.1
      resource:
        group: apiextensions.k8s.io
        kind: CustomResourceDefinition
        manifest: >-
        ...
        name: webservers.web.servers.org
        sourceName: redhat-operators
        sourceNamespace: openshift-marketplace
        version: v1beta1
      status: Created
    - resolving: my-operator.v1.0.1
      resource:
        group: ''
        kind: ServiceAccount
        manifest: >-
        ...
        name: my-operator
        sourceName: redhat-operators
        sourceNamespace: openshift-marketplace
        version: v1
      status: Created
    - resolving: my-operator.v1.0.1
      resource:
        group: rbac.authorization.k8s.io
        kind: Role
        manifest: >-
        ...
        name: my-operator.v1.0.1-my-operator-6d7cbc6f57
        sourceName: redhat-operators
        sourceNamespace: openshift-marketplace
        version: v1
      status: Created
    - resolving: my-operator.v1.0.1
      resource:
        group: rbac.authorization.k8s.io
        kind: RoleBinding
        manifest: >-
        ...
        name: my-operator.v1.0.1-my-operator-6d7cbc6f57
        sourceName: redhat-operators
        sourceNamespace: openshift-marketplace
        version: v1
      status: Created
      ...
2.4.1.2.5. Operator groups

An Operator group defines multitenant configuration for OLM-installed Operators through an OperatorGroup resource. An Operator group selects target namespaces where the required RBAC access is generated for member Operators .

The set of target namespaces is provided by a comma-delimited string stored in the olm.targetNamespaces annotation of a cluster service version (CSV). This annotation is applied to the CSV instances of member Operators and is projected into their deployments.

Additional resources

2.4.1.2.6. Operator conditions

Operator Lifecycle Manager (OLM) infers Operator state from Kubernetes resources, but some conditions require explicit communication. You can use the OperatorCondition custom resource definition (CRD) to tell OLM about supported conditions that affect lifecycle management.

Note

By default, the Spec.Conditions array is not present in an OperatorCondition object until it is either added by a user or as a result of custom Operator logic.

2.4.2. Operator Lifecycle Manager architecture

You can learn how Operator Lifecycle Manager (OLM) components interact to manage Operators in OpenShift Container Platform. The architecture includes the OLM Operator, Catalog Operator, and Catalog Registry.

2.4.2.1. CRDs

Operator Lifecycle Manager (OLM) and the Catalog Operator manage the following custom resource definitions (CRDs) that form the basis of the Operator Framework.

Expand
Table 2.3. CRDs managed by OLM and Catalog Operators
ResourceShort nameOwnerDescription

ClusterServiceVersion (CSV)

csv

OLM

Application metadata: name, version, icon, required resources, installation, and so on.

InstallPlan

ip

Catalog

Calculated list of resources to be created to automatically install or upgrade a CSV.

CatalogSource

catsrc

Catalog

A repository of CSVs, CRDs, and packages that define an application.

Subscription

sub

Catalog

Used to keep CSVs up to date by tracking a channel in a package.

OperatorGroup

og

OLM

Configures all Operators deployed in the same namespace as the OperatorGroup object to watch for their custom resource (CR) in a list of namespaces or cluster-wide.

Each of these Operators is also responsible for creating the following resources:

Expand
Table 2.4. Resources created by OLM and Catalog Operators
ResourceOwner

Deployments

OLM

ServiceAccounts

(Cluster)Roles

(Cluster)RoleBindings

CustomResourceDefinitions (CRDs)

Catalog

ClusterServiceVersions

2.4.2.2. OLM Operator

The OLM Operator deploys applications defined by cluster service versions (CSVs) after their required resources are present in the cluster. It watches CSVs in a namespace, verifies requirements, and runs the install strategy when conditions are met.

The OLM Operator is not concerned with the creation of the required resources; you can choose to manually create these resources using the CLI or using the Catalog Operator. This separation of concern allows users incremental buy-in in terms of how much of the OLM framework they choose to leverage for their application.

The OLM Operator uses the following workflow:

  1. Watch for cluster service versions (CSVs) in a namespace and check that requirements are met.
  2. If requirements are met, run the install strategy for the CSV.

    Note

    A CSV must be an active member of an Operator group for the install strategy to run.

2.4.2.3. Catalog Operator

The Catalog Operator in OpenShift Container Platform resolves and installs cluster service versions (CSVs) and their required resources from catalog sources. It watches subscriptions and catalog sources to create install plans and upgrade packages in channels.

To track a package in a channel, you can create a Subscription object configuring the desired package, channel, and the CatalogSource object you want to use for pulling updates. When updates are found, an appropriate InstallPlan object is written into the namespace on behalf of the user.

The Catalog Operator uses the following workflow:

  1. Connect to each catalog source in the cluster.
  2. Watch for unresolved install plans created by a user, and if found:

    1. Find the CSV matching the name requested and add the CSV as a resolved resource.
    2. For each managed or required CRD, add the CRD as a resolved resource.
    3. For each required CRD, find the CSV that manages it.
  3. Watch for resolved install plans and create all of the discovered resources for it, if approved by a user or automatically.
  4. Watch for catalog sources and subscriptions and create install plans based on them.
2.4.2.4. Catalog Registry

The Catalog Registry stores cluster service versions (CSVs), custom resource definitions (CRDs), and metadata about packages and channels for Operator installation in OpenShift Container Platform. Package manifests link package identities to CSVs so the Catalog Operator can step through channel upgrade paths.

A package manifest is an entry in the Catalog Registry that associates a package identity with sets of CSVs. Within a package, channels point to a particular CSV. Because CSVs explicitly reference the CSV that they replace, a package manifest provides the Catalog Operator with all of the information that is required to update a CSV to the latest version in a channel, stepping through each intermediate version.

2.4.3. Operator Lifecycle Manager workflow

The Operator Lifecycle Manager (OLM) resolves Operator installs and upgrades in OpenShift Container Platform. The OLM lifecycle involves interacting with catalog sources, subscriptions, and cluster service versions (CSVs).

In the Operator Lifecycle Manager (OLM) ecosystem, the following resources are used to resolve Operator installations and upgrades:

  • ClusterServiceVersion (CSV)
  • CatalogSource
  • Subscription

Operator metadata, defined in CSVs, can be stored in a collection called a catalog source. OLM uses catalog sources, which use the Operator Registry API, to query for available Operators as well as upgrades for installed Operators.

Figure 2.3. Catalog source overview

olm catalogsource

Within a catalog source, Operators are organized into packages and streams of updates called channels, which should be a familiar update pattern from OpenShift Container Platform or other software on a continuous release cycle like web browsers.

Figure 2.4. Packages and channels in a Catalog source

olm channels

A user indicates a particular package and channel in a particular catalog source in a subscription, for example an etcd package and its alpha channel. If a subscription is made to a package that has not yet been installed in the namespace, the latest Operator for that package is installed.

Note

OLM deliberately avoids version comparisons, so the "latest" or "newest" Operator available from a given catalogchannelpackage path does not necessarily need to be the highest version number. It should be thought of more as the head reference of a channel, similar to a Git repository.

Each CSV has a replaces parameter that indicates which Operator it replaces. This builds a graph of CSVs that can be queried by OLM, and updates can be shared between channels. Channels can be thought of as entry points into the graph of updates:

Figure 2.5. OLM graph of available channel updates

olm replaces

Example channels in a package

packageName: example
channels:
- name: alpha
  currentCSV: example.v0.1.2
- name: beta
  currentCSV: example.v0.1.3
defaultChannel: alpha

For OLM to successfully query for updates, given a catalog source, package, channel, and CSV, a catalog must be able to return, unambiguously and deterministically, a single CSV that replaces the input CSV.

2.4.3.1.1. Example upgrade path

For an example upgrade scenario, consider an installed Operator corresponding to CSV version 0.1.1. OLM queries the catalog source and detects an upgrade in the subscribed channel with new CSV version 0.1.3 that replaces an older but not-installed CSV version 0.1.2, which in turn replaces the older and installed CSV version 0.1.1.

OLM walks back from the channel head to previous versions via the replaces field specified in the CSVs to determine the upgrade path 0.1.30.1.20.1.1; the direction of the arrow indicates that the former replaces the latter. OLM upgrades the Operator one version at the time until it reaches the channel head.

For this given scenario, OLM installs Operator version 0.1.2 to replace the existing Operator version 0.1.1. Then, it installs Operator version 0.1.3 to replace the previously installed Operator version 0.1.2. At this point, the installed operator version 0.1.3 matches the channel head and the upgrade is completed.

2.4.3.1.2. Skipping upgrades

The basic path for upgrades in OLM is:

  • A catalog source is updated with one or more updates to an Operator.
  • OLM traverses every version of the Operator until reaching the latest version the catalog source contains.

However, sometimes this is not a safe operation to perform. There will be cases where a published version of an Operator should never be installed on a cluster if it has not already, for example because a version introduces a serious vulnerability.

In those cases, OLM must consider two cluster states and provide an update graph that supports both:

  • The "bad" intermediate Operator has been seen by the cluster and installed.
  • The "bad" intermediate Operator has not yet been installed onto the cluster.

By shipping a new catalog and adding a skipped release, OLM is ensured that it can always get a single unique update regardless of the cluster state and whether it has seen the bad update yet.

Example CSV with skipped release

apiVersion: operators.coreos.com/v1alpha1
kind: ClusterServiceVersion
metadata:
  name: etcdoperator.v0.9.2
  namespace: placeholder
  annotations:
spec:
    displayName: etcd
    description: Etcd Operator
    replaces: etcdoperator.v0.9.0
    skips:
    - etcdoperator.v0.9.1

Consider the following example of Old CatalogSource and New CatalogSource.

Figure 2.6. Skipping updates

olm skipping updates

This graph maintains that:

  • Any Operator found in Old CatalogSource has a single replacement in New CatalogSource.
  • Any Operator found in New CatalogSource has a single replacement in New CatalogSource.
  • If the bad update has not yet been installed, it will never be.
2.4.3.1.3. Replacing multiple Operators

Creating New CatalogSource as described requires publishing CSVs that replace one Operator, but can skip several. This can be accomplished using the skipRange annotation:

olm.skipRange: <semver_range>

where <semver_range> has the version range format supported by the semver library.

When searching catalogs for updates, if the head of a channel has a skipRange annotation and the currently installed Operator has a version field that falls in the range, OLM updates to the latest entry in the channel.

The order of precedence is:

  1. Channel head in the source specified by sourceName on the subscription, if the other criteria for skipping are met.
  2. The next Operator that replaces the current one, in the source specified by sourceName.
  3. Channel head in another source that is visible to the subscription, if the other criteria for skipping are met.
  4. The next Operator that replaces the current one in any source visible to the subscription.

Example CSV with skipRange

apiVersion: operators.coreos.com/v1alpha1
kind: ClusterServiceVersion
metadata:
    name: elasticsearch-operator.v4.1.2
    namespace: <namespace>
    annotations:
        olm.skipRange: '>=4.1.0 <4.1.2'

2.4.3.1.4. Z-stream support

A z-stream, or patch release, must replace all previous z-stream releases for the same minor version. OLM does not consider major, minor, or patch versions, it just needs to build the correct graph in a catalog.

In other words, OLM must be able to take a graph as in Old CatalogSource and, similar to before, generate a graph as in New CatalogSource:

Figure 2.7. Replacing several Operators

olm z stream

This graph maintains that:

  • Any Operator found in Old CatalogSource has a single replacement in New CatalogSource.
  • Any Operator found in New CatalogSource has a single replacement in New CatalogSource.
  • Any z-stream release in Old CatalogSource will update to the latest z-stream release in New CatalogSource.
  • Unavailable releases can be considered "virtual" graph nodes; their content does not need to exist, the registry just needs to respond as if the graph looks like this.

To keep installed Operators compatible with each other, Operator Lifecycle Manager (OLM) resolves dependencies and manages custom resource definition (CRD) upgrades in OpenShift Container Platform.

2.4.4.1. About dependency resolution

Operator Lifecycle Manager (OLM) manages the dependency resolution and upgrade lifecycle of running Operators. In many ways, the problems OLM faces are similar to other system or language package managers, such as yum and rpm.

However, there is one constraint that similar systems do not generally have that OLM does: because Operators are always running, OLM attempts to ensure that you are never left with a set of Operators that do not work with each other.

As a result, OLM must never create the following scenarios:

  • Install a set of Operators that require APIs that cannot be provided
  • Update an Operator in a way that breaks another that depends upon it

This is made possible with two types of data:

Properties

Typed metadata about the Operator that constitutes the public interface for it in the dependency resolver. Examples include the group/version/kind (GVK) of the APIs provided by the Operator and the semantic version (semver) of the Operator.

Constraints or dependencies

An Operator’s requirements that should be satisfied by other Operators that might or might not have already been installed on the target cluster. These act as queries or filters over all available Operators and constrain the selection during dependency resolution and installation. Examples include requiring a specific API to be available on the cluster or expecting a particular Operator with a particular version to be installed.

OLM converts these properties and constraints into a system of Boolean formulas and passes them to a SAT solver, a program that establishes Boolean satisfiability, which does the work of determining what Operators should be installed.

2.4.4.2. Operator properties

OLM uses the olm.package and olm.gvk properties of every Operator in a catalog to identify the Operator and resolve its dependencies.

olm.package
Includes the name of the package and the version of the Operator
olm.gvk
A single property for each provided API from the cluster service version (CSV)

Additional properties can also be directly declared by an Operator author by including a properties.yaml file in the metadata/ directory of the Operator bundle.

Example arbitrary property

properties:
- type: olm.kubeversion
  value:
    version: "1.16.0"

2.4.4.2.1. Arbitrary properties

Operator authors can declare arbitrary properties in a properties.yaml file in the metadata/ directory of the Operator bundle. These properties are translated into a map data structure that is used as an input to the Operator Lifecycle Manager (OLM) resolver at runtime.

These properties are opaque to the resolver as it does not understand the properties, but it can evaluate the generic constraints against those properties to determine if the constraints can be satisfied given the properties list.

Example arbitrary properties

properties:
  - property:
      type: color
      value: red
  - property:
      type: shape
      value: square
  - property:
      type: olm.gvk
      value:
        group: olm.coreos.io
        version: v1alpha1
        kind: myresource

This structure can be used to construct a Common Expression Language (CEL) expression for generic constraints.

2.4.4.3. Operator dependencies

Operator dependencies define relationships between Operators that Operator Lifecycle Manager (OLM) must resolve during installation on OpenShift Container Platform. You can list these dependencies in the optional dependencies.yaml file in a bundle’s metadata/ folder.

The dependency list contains a type field for each item to specify what kind of dependency this is. The following types of Operator dependencies are supported:

olm.package
This type indicates a dependency for a specific Operator version. The dependency information must include the package name and the version of the package in semver format. For example, you can specify an exact version such as 0.5.2 or a range of versions such as >0.5.1.
olm.gvk
With this type, the author can specify a dependency with group/version/kind (GVK) information, similar to existing CRD and API-based usage in a CSV. This is a path to enable Operator authors to consolidate all dependencies, API or explicit versions, to be in the same place.
olm.constraint
This type declares generic constraints on arbitrary Operator properties.

In the following example, dependencies are specified for a Prometheus Operator and etcd CRDs:

Example dependencies.yaml file

dependencies:
  - type: olm.package
    value:
      packageName: prometheus
      version: ">0.27.0"
  - type: olm.gvk
    value:
      group: etcd.database.coreos.com
      kind: EtcdCluster
      version: v1beta2

2.4.4.4. Generic constraints

An olm.constraint property declares a dependency constraint of a particular type. The value field is an object containing a failureMessage field holding a string-representation of the constraint message. If the constraint cannot be satisfied at runtime, OLM prints the message to users.

The following keys denote the available constraint types:

gvk
Type whose value and interpretation is identical to the olm.gvk type
package
Type whose value and interpretation is identical to the olm.package type
cel
A Common Expression Language (CEL) expression evaluated at runtime by the Operator Lifecycle Manager (OLM) resolver over arbitrary bundle properties and cluster information
all, any, not
Conjunction, disjunction, and negation constraints, respectively, containing one or more concrete constraints, such as gvk or a nested compound constraint

The cel constraint type supports Common Expression Language (CEL) as the expression language. The cel struct has a rule field which contains the CEL expression string that is evaluated against Operator properties at runtime to determine if the Operator satisfies the constraint.

Example cel constraint

type: olm.constraint
value:
  failureMessage: 'require to have "certified"'
  cel:
    rule: 'properties.exists(p, p.type == "certified")'

The CEL syntax supports a wide range of logical operators, such as AND and OR. As a result, a single CEL expression can have multiple rules for multiple conditions that are linked together by these logical operators. These rules are evaluated against a data set of multiple different properties from a bundle or any given source, and the output is solved into a single bundle or Operator that satisfies all of those rules within a single constraint.

Example cel constraint with multiple rules

type: olm.constraint
value:
  failureMessage: 'require to have "certified" and "stable" properties'
  cel:
    rule: 'properties.exists(p, p.type == "certified") && properties.exists(p, p.type == "stable")'

2.4.4.4.2. Compound constraints (all, any, not)

Compound constraint types are evaluated following their logical definitions.

The following is an example of a conjunctive constraint (all) of two packages and one GVK. That is, they must all be satisfied by installed bundles:

Example all constraint

schema: olm.bundle
name: red.v1.0.0
properties:
- type: olm.constraint
  value:
    failureMessage: All are required for Red because...
    all:
      constraints:
      - failureMessage: Package blue is needed for...
        package:
          name: blue
          versionRange: '>=1.0.0'
      - failureMessage: GVK Green/v1 is needed for...
        gvk:
          group: greens.example.com
          version: v1
          kind: Green

The following is an example of a disjunctive constraint (any) of three versions of the same GVK. That is, at least one must be satisfied by installed bundles:

Example any constraint

schema: olm.bundle
name: red.v1.0.0
properties:
- type: olm.constraint
  value:
    failureMessage: Any are required for Red because...
    any:
      constraints:
      - gvk:
          group: blues.example.com
          version: v1beta1
          kind: Blue
      - gvk:
          group: blues.example.com
          version: v1beta2
          kind: Blue
      - gvk:
          group: blues.example.com
          version: v1
          kind: Blue

The following is an example of a negation constraint (not) of one version of a GVK. That is, this GVK cannot be provided by any bundle in the result set:

Example not constraint

schema: olm.bundle
name: red.v1.0.0
properties:
- type: olm.constraint
  value:
  all:
    constraints:
    - failureMessage: Package blue is needed for...
      package:
        name: blue
        versionRange: '>=1.0.0'
    - failureMessage: Cannot be required for Red because...
      not:
        constraints:
        - gvk:
            group: greens.example.com
            version: v1alpha1
            kind: greens

The negation semantics might appear unclear in the not constraint context. To clarify, the negation is really instructing the resolver to remove any possible solution that includes a particular GVK, package at a version, or satisfies some child compound constraint from the result set.

As a corollary, the not compound constraint should only be used within all or any constraints, because negating without first selecting a possible set of dependencies does not make sense.

2.4.4.4.3. Nested compound constraints

A nested compound constraint, one that contains at least one child compound constraint along with zero or more simple constraints, is evaluated from the bottom up following the procedures for each previously described constraint type.

The following is an example of a disjunction of conjunctions, where one, the other, or both can satisfy the constraint:

Example nested compound constraint

schema: olm.bundle
name: red.v1.0.0
properties:
- type: olm.constraint
  value:
    failureMessage: Required for Red because...
    any:
      constraints:
      - all:
          constraints:
          - package:
              name: blue
              versionRange: '>=1.0.0'
          - gvk:
              group: blues.example.com
              version: v1
              kind: Blue
      - all:
          constraints:
          - package:
              name: blue
              versionRange: '<1.0.0'
          - gvk:
              group: blues.example.com
              version: v1beta1
              kind: Blue

Note

The maximum raw size of an olm.constraint type is 64KB to limit resource exhaustion attacks.

2.4.4.5. Dependency preferences

To help predict and control the outcome of an installation or update, review the dependency resolver workflow in Operator Lifecycle Manager (OLM). The dependency resolver selects between multiple options that satisfy a dependency.

2.4.4.5.1. Catalog priority

On OpenShift Container Platform clusters, OLM reads catalog sources to know which Operators are available for installation.

Example CatalogSource object

apiVersion: "operators.coreos.com/v1alpha1"
kind: "CatalogSource"
metadata:
  name: "my-operators"
  namespace: "operators"
spec:
  sourceType: grpc
  grpcPodConfig:
    securityContextConfig: <security_mode>
  image: example.com/my/operator-index:v1
  displayName: "My Operators"
  priority: 100

Specify the value of legacy or restricted for the <security_mode> variable. If the field is not set, the default value is legacy. In a future OpenShift Container Platform release, it is planned that the default value will be restricted.

Note

If your catalog cannot run with restricted permissions, it is recommended that you manually set this field to legacy.

A CatalogSource object has a priority field, which is used by the resolver to know how to prefer options for a dependency.

There are two rules that govern catalog preference:

  • Options in higher-priority catalogs are preferred to options in lower-priority catalogs.
  • Options in the same catalog as the dependent are preferred to any other catalogs.
2.4.4.5.2. Channel ordering

An Operator package in a catalog is a collection of update channels that a user can subscribe to in OpenShift Container Platform clusters. Channels can be used to provide a particular stream of updates for a minor release (1.2, 1.3) or a release frequency (stable, fast).

It is likely that a dependency might be satisfied by Operators in the same package, but different channels. For example, version 1.2 of an Operator might exist in both the stable and fast channels.

Each package has a default channel, which is always preferred to non-default channels. If no option in the default channel can satisfy a dependency, options are considered from the remaining channels in lexicographic order of the channel name.

2.4.4.5.3. Order within a channel

There are almost always multiple options to satisfy a dependency within a single channel. For example, Operators in one package and channel provide the same set of APIs.

When a user creates a subscription, they indicate which channel to receive updates from. This immediately reduces the search to just that one channel. But within the channel, it is likely that many Operators satisfy a dependency.

Within a channel, newer Operators that are higher up in the update graph are preferred. If the head of a channel satisfies a dependency, it will be tried first.

2.4.4.5.4. Other constraints

In addition to the constraints supplied by package dependencies, OLM includes additional constraints to represent the desired user state and enforce resolution invariants.

Subscription constraint
A subscription constraint filters the set of Operators that can satisfy a subscription. Subscriptions are user-supplied constraints for the dependency resolver. They declare the intent to either install a new Operator if it is not already on the cluster, or to keep an existing Operator updated.
Package constraint
Within a namespace, no two Operators may come from the same package.
2.4.4.6. CRD upgrades

Operator Lifecycle Manager (OLM) upgrades a custom resource definition (CRD) immediately if a single cluster service version (CSV) owns it. When multiple CSVs share ownership, OLM upgrades the CRD only after verifying compatibility with earlier versions.

2.4.4.7. Dependency best practices

A deliberate dependency management workflow helps you avoid update conflicts and keep your Operators compatible with each other.

Depend on APIs or a specific version range of Operators
Operators can add or remove APIs at any time; always specify an olm.gvk dependency on any APIs your Operators requires. The exception to this is if you are specifying olm.package constraints instead.
Set a minimum version

The Kubernetes documentation on API changes describes what changes are allowed for Kubernetes-style Operators. These versioning conventions allow an Operator to update an API without bumping the API version, provided that the API is compatible with earlier versions.

For Operator dependencies, this means that knowing the API version of a dependency might not be enough to ensure the dependent Operator works as intended.

For example:

  • TestOperator v1.0.0 provides v1alpha1 API version of the MyObject resource.
  • TestOperator v1.0.1 adds a new field spec.newfield to MyObject, but still at v1alpha1.

Your Operator might require the ability to write spec.newfield into the MyObject resource. An olm.gvk constraint alone is not enough for OLM to determine that you need TestOperator v1.0.1 and not TestOperator v1.0.0.

Whenever possible, if a specific Operator that provides an API is known ahead of time, specify an additional olm.package constraint to set a minimum.

Omit a maximum version or allow a very wide range

Because Operators provide cluster-scoped resources such as API services and CRDs, an Operator that specifies a small window for a dependency might unnecessarily constrain updates for other consumers of that dependency.

Whenever possible, do not set a maximum version. Alternatively, set a very wide semantic range to prevent conflicts with other Operators. For example, >1.0.0 <2.0.0.

Unlike with conventional package managers, Operator authors explicitly encode that updates are safe through channels in OLM. If an update is available for an existing subscription, it is assumed that the Operator author is indicating that it can update from the previous version. Setting a maximum version for a dependency overrides the update stream of the author by unnecessarily truncating it at a particular upper bound.

Note

Cluster administrators cannot override dependencies set by an Operator author.

However, maximum versions can and should be set if there are known incompatibilities that must be avoided. Specific versions can be omitted with the version range syntax, for example > 1.0.0 !1.2.1.

2.4.4.8. Dependency caveats

To avoid unresolvable constraints and update deadlocks between Operators, review the dependency resolution caveats.

No compound constraints (AND)

There is currently no method for specifying an AND relationship between constraints. That is, there is no way to specify that one Operator depends on another Operator that both provides a given API and has version >1.1.0.

This means that when specifying a dependency such as:

dependencies:
- type: olm.package
  value:
    packageName: etcd
    version: ">3.1.0"
- type: olm.gvk
  value:
    group: etcd.database.coreos.com
    kind: EtcdCluster
    version: v1beta2

It would be possible for OLM to satisfy this with two Operators: one that provides EtcdCluster and one that has version >3.1.0. Whether that happens, or whether an Operator is selected that satisfies both constraints, depends on the ordering that potential options are visited. Dependency preferences and ordering options are well-defined and can be reasoned about, but to exercise caution, Operators should stick to one mechanism or the other.

Cross-namespace compatibility
OLM performs dependency resolution at the namespace scope. It is possible to get into an update deadlock if updating an Operator in one namespace would be an issue for an Operator in another namespace, and vice-versa.
2.4.4.9. Example dependency resolution scenarios

Reference example scenarios to understand how OLM prevents dependency conflicts and update deadlocks between Operators that provide or depend on the same API.

2.4.4.9.1. Example: Deprecating dependent APIs

A and B are APIs (CRDs):

  • The provider of A depends on B.
  • The provider of B has a subscription.
  • The provider of B updates to provide C but deprecates B.

This results in:

  • B no longer has a provider.
  • A no longer works.

This is a case OLM prevents with its upgrade strategy.

2.4.4.9.2. Example: Version deadlock

A and B are APIs:

  • The provider of A requires B.
  • The provider of B requires A.
  • The provider of A updates to (provide A2, require B2) and deprecate A.
  • The provider of B updates to (provide B2, require A2) and deprecate B.

If OLM attempts to update A without simultaneously updating B, or vice-versa, it is unable to progress to new versions of the Operators, even though a new compatible set can be found.

This is another case OLM prevents with its upgrade strategy.

2.4.5. Operator groups

Operator groups control which namespaces an Operator watches and how Operator Lifecycle Manager (OLM) manages related Operators in OpenShift Container Platform. You can use them to configure install modes, target namespaces, and access for OLM-managed Operators.

2.4.5.1. About Operator groups

An Operator group defines multitenant configuration for OLM-installed Operators through an OperatorGroup resource. An Operator group selects target namespaces where the required RBAC access is generated for member Operators .

The set of target namespaces is provided by a comma-delimited string stored in the olm.targetNamespaces annotation of a cluster service version (CSV). This annotation is applied to the CSV instances of member Operators and is projected into their deployments.

2.4.5.2. Operator group membership

An Operator becomes a member of an Operator group when its cluster service version (CSV) is in the same namespace and its install modes support the group’s target namespaces.

An install mode in a CSV consists of an InstallModeType field and a boolean Supported field. The spec of a CSV can contain a set of install modes of four distinct InstallModeTypes:

Expand
Table 2.5. Install modes and supported Operator groups
InstallModeTypeDescription

OwnNamespace

The Operator can be a member of an Operator group that selects its own namespace.

SingleNamespace

The Operator can be a member of an Operator group that selects one namespace.

MultiNamespace

The Operator can be a member of an Operator group that selects more than one namespace.

AllNamespaces

The Operator can be a member of an Operator group that selects all namespaces (target namespace set is the empty string "").

Note

If the spec of a CSV omits an entry of InstallModeType, then that type is considered unsupported unless support can be inferred by an existing entry that implicitly supports it.

2.4.5.3. Target namespace selection

You can explicitly name the target namespace for an Operator group using the spec.targetNamespaces parameter.

Example Operator group

apiVersion: operators.coreos.com/v1
kind: OperatorGroup
metadata:
  name: my-group
  namespace: my-namespace
spec:
  targetNamespaces:
  - my-namespace

You can alternatively specify a namespace using a label selector with the spec.selector parameter:

apiVersion: operators.coreos.com/v1
kind: OperatorGroup
metadata:
  name: my-group
  namespace: my-namespace
spec:
  selector:
    cool.io/prod: "true"
Important

Listing multiple namespaces via spec.targetNamespaces or use of a label selector via spec.selector is not recommended, as the support for more than one target namespace in an Operator group will likely be removed in a future release.

If both spec.targetNamespaces and spec.selector are defined, spec.selector is ignored. Alternatively, you can omit both spec.selector and spec.targetNamespaces to specify a global Operator group, which selects all namespaces:

apiVersion: operators.coreos.com/v1
kind: OperatorGroup
metadata:
  name: my-group
  namespace: my-namespace

The resolved set of selected namespaces is shown in the status.namespaces parameter of an Opeator group. The status.namespace of a global Operator group contains the empty string (""), which signals to a consuming Operator that it should watch all namespaces.

2.4.5.4. Operator group CSV annotations

Member cluster service versions (CSVs) of an Operator group carry annotations that identify the group name, namespace, and target namespace selection.

Member CSVs of an Operator group have the following annotations:

Expand
AnnotationDescription

olm.operatorGroup=<group_name>

Contains the name of the Operator group.

olm.operatorNamespace=<group_namespace>

Contains the namespace of the Operator group.

olm.targetNamespaces=<target_namespaces>

Contains a comma-delimited string that lists the target namespace selection of the Operator group.

Note

All annotations except olm.targetNamespaces are included with copied CSVs. Omitting the olm.targetNamespaces annotation on copied CSVs prevents the duplication of target namespaces between tenants.

2.4.5.5. Provided APIs annotation

A group/version/kind (GVK) is a unique identifier for a Kubernetes API. Information about what GVKs are provided by an Operator group are shown in an olm.providedAPIs annotation. The value of the annotation is a string consisting of <kind>.<version>.<group> delimited with commas. The GVKs of CRDs and API services provided by all active member CSVs of an Operator group are included.

Review the following example of an OperatorGroup object with a single active member CSV that provides the PackageManifest resource:

apiVersion: operators.coreos.com/v1
kind: OperatorGroup
metadata:
  annotations:
    olm.providedAPIs: PackageManifest.v1alpha1.packages.apps.redhat.com
  name: olm-operators
  namespace: local
  ...
spec:
  selector: {}
  serviceAccountName:
    metadata:
      creationTimestamp: null
  targetNamespaces:
  - local
status:
  lastUpdated: 2019-02-19T16:18:28Z
  namespaces:
  - local
2.4.5.6. Role-based access control

When an Operator group is created, three cluster roles are generated. When the cluster roles are generated, they are automatically suffixed with a hash value to ensure that each cluster role is unique.

Each Operator group contains a single aggregation rule with a cluster role selector set to match a label, as shown in the following table:

Expand
Cluster roleLabel to match

olm.og.<operatorgroup_name>-admin-<hash_value>

olm.opgroup.permissions/aggregate-to-admin: <operatorgroup_name>

olm.og.<operatorgroup_name>-edit-<hash_value>

olm.opgroup.permissions/aggregate-to-edit: <operatorgroup_name>

olm.og.<operatorgroup_name>-view-<hash_value>

olm.opgroup.permissions/aggregate-to-view: <operatorgroup_name>

Note

To use the cluster role of an Operator group to assign role-based access control (RBAC) to a resource, get the full name of cluster role and hash value by running the following command:

$ oc get clusterroles | grep <operatorgroup_name>

Because the hash value is generated when the Operator group is created, you must create the Operator group before you can look up the complete name of the cluster role.

The following RBAC resources are generated when a CSV becomes an active member of an Operator group, as long as the CSV is watching all namespaces with the AllNamespaces install mode and is not in a failed state with reason InterOperatorGroupOwnerConflict:

  • Cluster roles for each API resource from a CRD
  • Cluster roles for each API resource from an API service
  • Additional roles and role bindings
Expand
Table 2.6. Cluster roles generated for each API resource from a CRD
Cluster roleSettings

<kind>.<group>-<version>-admin

Verbs on <kind>:

  • *

Aggregation labels:

  • rbac.authorization.k8s.io/aggregate-to-admin: true
  • olm.opgroup.permissions/aggregate-to-admin: <operatorgroup_name>

<kind>.<group>-<version>-edit

Verbs on <kind>:

  • create
  • update
  • patch
  • delete

Aggregation labels:

  • rbac.authorization.k8s.io/aggregate-to-edit: true
  • olm.opgroup.permissions/aggregate-to-edit: <operatorgroup_name>

<kind>.<group>-<version>-view

Verbs on <kind>:

  • get
  • list
  • watch

Aggregation labels:

  • rbac.authorization.k8s.io/aggregate-to-view: true
  • olm.opgroup.permissions/aggregate-to-view: <operatorgroup_name>

<kind>.<group>-<version>-view-crdview

Verbs on apiextensions.k8s.io customresourcedefinitions <crd-name>:

  • get

Aggregation labels:

  • rbac.authorization.k8s.io/aggregate-to-view: true
  • olm.opgroup.permissions/aggregate-to-view: <operatorgroup_name>
Expand
Table 2.7. Cluster roles generated for each API resource from an API service
Cluster roleSettings

<kind>.<group>-<version>-admin

Verbs on <kind>:

  • *

Aggregation labels:

  • rbac.authorization.k8s.io/aggregate-to-admin: true
  • olm.opgroup.permissions/aggregate-to-admin: <operatorgroup_name>

<kind>.<group>-<version>-edit

Verbs on <kind>:

  • create
  • update
  • patch
  • delete

Aggregation labels:

  • rbac.authorization.k8s.io/aggregate-to-edit: true
  • olm.opgroup.permissions/aggregate-to-edit: <operatorgroup_name>

<kind>.<group>-<version>-view

Verbs on <kind>:

  • get
  • list
  • watch

Aggregation labels:

  • rbac.authorization.k8s.io/aggregate-to-view: true
  • olm.opgroup.permissions/aggregate-to-view: <operatorgroup_name>
2.4.5.6.1. Additional roles and role bindings
  • If the CSV defines exactly one target namespace that contains *, then a cluster role and corresponding cluster role binding are generated for each permission defined in the permissions field of the CSV. All resources generated are given the olm.owner: <csv_name> and olm.owner.namespace: <csv_namespace> labels.
  • If the CSV does not define exactly one target namespace that contains *, then all roles and role bindings in the Operator namespace with the olm.owner: <csv_name> and olm.owner.namespace: <csv_namespace> labels are copied into the target namespace.
2.4.5.7. Copied CSVs

Operator Lifecycle Manager (OLM) creates copies of all active member CSVs of an Operator group in each of the target namespaces of that Operator group. The purpose of a copied CSV is to tell users of a target namespace that a specific Operator is configured to watch resources created there.

Copied CSVs have a status reason Copied and are updated to match the status of their source CSV. The olm.targetNamespaces annotation is stripped from copied CSVs before they are created on the cluster. Omitting the target namespace selection avoids the duplication of target namespaces between tenants.

Copied CSVs are deleted when their source CSV no longer exists or the Operator group that their source CSV belongs to no longer targets the namespace of the copied CSV.

Note

By default, the disableCopiedCSVs field is disabled. After enabling a disableCopiedCSVs field, the OLM deletes existing copied CSVs on a cluster. When a disableCopiedCSVs field is disabled, the OLM adds copied CSVs again.

  • Disable the disableCopiedCSVs field:

    $ cat << EOF | oc apply -f -
    apiVersion: operators.coreos.com/v1
    kind: OLMConfig
    metadata:
      name: cluster
    spec:
      features:
        disableCopiedCSVs: false
    EOF
  • Enable the disableCopiedCSVs field:

    $ cat << EOF | oc apply -f -
    apiVersion: operators.coreos.com/v1
    kind: OLMConfig
    metadata:
      name: cluster
    spec:
      features:
        disableCopiedCSVs: true
    EOF
2.4.5.8. Static Operator groups

A static Operator group has spec.staticProvidedAPIs set to true, so OLM does not modify the olm.providedAPIs annotation. You can set this annotation in advance to reserve API ownership and prevent resource contention without active member CSVs.

Below is an example of an Operator group that protects Prometheus resources in all namespaces with the something.cool.io/cluster-monitoring: "true" annotation:

apiVersion: operators.coreos.com/v1
kind: OperatorGroup
metadata:
  name: cluster-monitoring
  namespace: cluster-monitoring
  annotations:
    olm.providedAPIs: Alertmanager.v1.monitoring.coreos.com,Prometheus.v1.monitoring.coreos.com,PrometheusRule.v1.monitoring.coreos.com,ServiceMonitor.v1.monitoring.coreos.com
spec:
  staticProvidedAPIs: true
  selector:
    matchLabels:
      something.cool.io/cluster-monitoring: "true"
2.4.5.9. Operator group intersection

Two Operator groups are said to have intersecting provided APIs if the intersection of their target namespace sets is not an empty set and the intersection of their provided API sets, defined by olm.providedAPIs annotations, is not an empty set.

A potential issue is that Operator groups with intersecting provided APIs can compete for the same resources in the set of intersecting namespaces.

Note

When checking intersection rules, an Operator group namespace is always included as part of its selected target namespaces.

2.4.5.9.1. Rules for intersection

Each time an active member CSV synchronizes, OLM queries the cluster for the set of intersecting provided APIs between the Operator group of the CSV and all others. OLM then checks if that set is an empty set:

  • If true and the CSV’s provided APIs are a subset of the Operator group’s:

    • Continue transitioning.
  • If true and the CSV’s provided APIs are not a subset of the Operator group’s:

    • If the Operator group is static:

      • Clean up any deployments that belong to the CSV.
      • Transition the CSV to a failed state with status reason CannotModifyStaticOperatorGroupProvidedAPIs.
    • If the Operator group is not static:

      • Replace the Operator group’s olm.providedAPIs annotation with the union of itself and the CSV’s provided APIs.
  • If false and the CSV’s provided APIs are not a subset of the Operator group’s:

    • Clean up any deployments that belong to the CSV.
    • Transition the CSV to a failed state with status reason InterOperatorGroupOwnerConflict.
  • If false and the CSV’s provided APIs are a subset of the Operator group’s:

    • If the Operator group is static:

      • Clean up any deployments that belong to the CSV.
      • Transition the CSV to a failed state with status reason CannotModifyStaticOperatorGroupProvidedAPIs.
    • If the Operator group is not static:

      • Replace the Operator group’s olm.providedAPIs annotation with the difference between itself and the CSV’s provided APIs.
Note

Failure states caused by Operator groups are non-terminal.

The following actions are performed each time an Operator group synchronizes:

  • The set of provided APIs from active member CSVs is calculated from the cluster. Note that copied CSVs are ignored.
  • The cluster set is compared to olm.providedAPIs, and if olm.providedAPIs contains any extra APIs, then those APIs are pruned.
  • All CSVs that provide the same APIs across all namespaces are requeued. This notifies conflicting CSVs in intersecting groups that their conflict has possibly been resolved, either through resizing or through deletion of the conflicting CSV.

OpenShift Container Platform provides limited support for simultaneously installing different versions of an Operator on the same cluster. Operator Lifecycle Manager (OLM) installs Operators multiple times in different namespaces. One constraint of this is that the Operator’s API versions must be the same.

Operators are control plane extensions due to their usage of CustomResourceDefinition objects (CRDs), which are global resources in Kubernetes. Different major versions of an Operator often have incompatible CRDs. This makes them incompatible to install simultaneously in different namespaces on a cluster.

All tenants, or namespaces, share the same control plane of a cluster. Therefore, tenants in a multitenant cluster also share global CRDs, which limits the scenarios in which different instances of the same Operator can be used in parallel on the same cluster.

The supported scenarios include the following:

  • Operators of different versions that ship the exact same CRD definition (in case of versioned CRDs, the exact same set of versions)
  • Operators of different versions that do not ship a CRD, and instead have their CRD available in a separate bundle in the software catalog

All other scenarios are not supported, because the integrity of the cluster data cannot be guaranteed if there are multiple competing or overlapping CRDs from different Operator versions to be reconciled on the same cluster.

2.4.5.11. Troubleshooting Operator groups
2.4.5.11.1. Membership
  • An install plan’s namespace must contain only one Operator group. When attempting to generate a cluster service version (CSV) in a namespace, an install plan considers an Operator group invalid in the following scenarios:

    • No Operator groups exist in the install plan’s namespace.
    • Multiple Operator groups exist in the install plan’s namespace.
    • An incorrect or non-existent service account name is specified in the Operator group.

    If an install plan encounters an invalid Operator group, the CSV is not generated and the InstallPlan resource continues to install with a relevant message. For example, the following message is provided if more than one Operator group exists in the same namespace:

    attenuated service account query failed - more than one operator group(s) are managing this namespace count=2

    where count= specifies the number of Operator groups in the namespace.

  • If the install modes of a CSV do not support the target namespace selection of the Operator group in its namespace, the CSV transitions to a failure state with the reason UnsupportedOperatorGroup. CSVs in a failed state for this reason transition to pending after either the target namespace selection of the Operator group changes to a supported configuration, or the install modes of the CSV are modified to support the target namespace selection.

2.4.6. Multitenancy and Operator colocation

When Operators share a namespace, Operator Lifecycle Manager (OLM) treats them as related, which affects how they behave during updates.

2.4.6.1. Colocation of Operators in a namespace

Operator Lifecycle Manager (OLM) treats OLM-managed Operators that are installed in the same namespace as related Operators. Even if the Operators are not actually related, OLM considers their states, such as their version and update policy, when any one of them is updated.

This default behavior manifests in two ways:

  • InstallPlan resources of pending updates include ClusterServiceVersion (CSV) resources of all other Operators that are in the same namespace.
  • All Operators in the same namespace share the same update policy. For example, if one Operator is set to manual updates, all other Operators' update policies are also set to manual.

These scenarios can lead to the following issues:

  • It becomes hard to reason about install plans for Operator updates, because there are many more resources defined in them than just the updated Operator.
  • It becomes impossible to have some Operators in a namespace update automatically while other are updated manually, which is a common desire for cluster administrators.

These issues usually surface because, when installing Operators with the OpenShift Container Platform web console, the default behavior installs Operators that support the All namespaces install mode into the default openshift-operators global namespace.

As a cluster administrator, you can bypass this default behavior manually by using the following workflow:

  1. Create a namespace for the installation of the Operator.
  2. Create a custom global Operator group, which is an Operator group that watches all namespaces. By associating this Operator group with the namespace you just created, it makes the installation namespace a global namespace, which makes Operators installed there available in all namespaces.
  3. Install the desired Operator in the installation namespace.

If the Operator has dependencies, the dependencies are automatically installed in the pre-created namespace. As a result, it is then valid for the dependency Operators to have the same update policy and shared install plans. For a detailed procedure, see "Installing global Operators in custom namespaces".

2.4.7. Operator conditions

Operator Lifecycle Manager (OLM) uses Operator conditions to communicate additional lifecycle information about an Operator that OLM cannot infer on its own.

2.4.7.1. About Operator conditions

Operator Lifecycle Manager (OLM) infers Operator state from Kubernetes resources, but some conditions require explicit communication. You can use the OperatorCondition custom resource definition (CRD) to tell OLM about supported conditions that affect lifecycle management.

Note

By default, the Spec.Conditions array is not present in an OperatorCondition object until it is either added by a user or as a result of custom Operator logic.

2.4.7.2. Supported conditions

Operator Lifecycle Manager (OLM) supports a specific set of Operator conditions that communicate the state of an Operator.

2.4.7.2.1. Upgradeable condition

The Upgradeable Operator condition prevents an existing cluster service version (CSV) from being replaced by a newer version of the CSV. This condition is useful when:

  • An Operator is about to start a critical process and should not be upgraded until the process is completed.
  • An Operator is performing a migration of custom resources (CRs) that must be completed before the Operator is ready to be upgraded.
Important

Setting the Upgradeable Operator condition to the False value does not avoid pod disruption. If you must ensure your pods are not disrupted, see "Using pod disruption budgets to specify the number of pods that must be up" and "Graceful termination" in the "Additional resources" section.

Example Upgradeable Operator condition

apiVersion: operators.coreos.com/v1
kind: OperatorCondition
metadata:
  name: my-operator
  namespace: operators
spec:
  conditions:
  - type: Upgradeable
    status: "False"
    reason: "migration"
    message: "The Operator is performing a migration."
    lastTransitionTime: "2020-08-24T23:15:55Z"

  • The type field sets the name of the condition.
  • A False value in the status field indicates the Operator is not ready to be upgraded. OLM prevents a CSV that replaces the existing CSV of the Operator from leaving the Pending phase. A False value does not block cluster upgrades.

2.4.8. Operator Lifecycle Manager metrics

Operator Lifecycle Manager (OLM) exposes OLM-specific metrics that the Prometheus-based OpenShift Container Platform cluster monitoring stack can use to track catalog sources, cluster service versions, install plans, and subscriptions.

2.4.8.1. Exposed metrics

Operator Lifecycle Manager (OLM) exposes certain OLM-specific resources for use by the Prometheus-based OpenShift Container Platform cluster monitoring stack.

Expand
Table 2.8. Metrics exposed by OLM
NameDescription

catalog_source_count

Number of catalog sources.

catalogsource_ready

State of a catalog source. The value 1 indicates that the catalog source is in a READY state. The value of 0 indicates that the catalog source is not in a READY state.

csv_abnormal

When reconciling a cluster service version (CSV), present whenever a CSV version is in any state other than Succeeded, for example when it is not installed. Includes the name, namespace, phase, reason, and version labels. A Prometheus alert is created when this metric is present.

csv_count

Number of CSVs successfully registered.

csv_succeeded

When reconciling a CSV, represents whether a CSV version is in a Succeeded state (value 1) or not (value 0). Includes the name, namespace, and version labels.

csv_upgrade_count

Monotonic count of CSV upgrades.

install_plan_count

Number of install plans.

installplan_warnings_total

Monotonic count of warnings generated by resources, such as deprecated resources, included in an install plan.

olm_resolution_duration_seconds

The duration of a dependency resolution attempt.

subscription_count

Number of subscriptions.

subscription_sync_total

Monotonic count of subscription syncs. Includes the channel, installed CSV, and subscription name labels.

Webhooks allow Operator authors to intercept, modify, and accept or reject resources before they are saved to the object store and handled by the Operator controller. Operator Lifecycle Manager (OLM) can manage the lifecycle of these webhooks when they are shipped alongside your Operator.

2.5. Understanding the software catalog

The software catalog in OpenShift Container Platform provides a web console interface for discovering, installing, and managing Operators through Operator Lifecycle Manager (OLM).

2.5.1. About the software catalog

The software catalog is the web console interface in OpenShift Container Platform that cluster administrators use to discover and install Operators. With one click, an Operator can be pulled from its off-cluster source, installed and subscribed on the cluster, and made ready for engineering teams to self-service manage the product across deployment environments using Operator Lifecycle Manager (OLM).

Cluster administrators can choose from catalogs grouped into the following categories:

Expand
CategoryDescription

Red Hat Operators

Red Hat products packaged and shipped by Red Hat. Supported by Red Hat.

Certified Operators

Products from leading independent software vendors (ISVs). Red Hat partners with ISVs to package and ship. Supported by the ISV.

Community Operators

Optionally-visible software maintained by relevant representatives in the community Operators GitHub repository. No official support.

Custom Operators

Operators you add to the cluster yourself. If you have not added any custom Operators, the Custom category does not appear in the web console software catalog.

Operators in the software catalog are packaged to run on OLM. This includes a YAML file called a cluster service version (CSV) containing all of the CRDs, RBAC rules, deployments, and container images required to install and securely run the Operator. It also contains user-visible information like a description of its features and supported Kubernetes versions.

2.5.2. Software catalog architecture

The software catalog UI component is driven by the Marketplace Operator by default on OpenShift Container Platform in the openshift-marketplace namespace.

2.5.2.1. OperatorHub custom resource

The Marketplace Operator manages an OperatorHub custom resource (CR) named cluster that manages the default CatalogSource objects provided with the software catalog. You can modify this resource to enable or disable the default catalogs, which is useful when configuring OpenShift Container Platform in restricted network environments.

Example OperatorHub custom resource

apiVersion: config.openshift.io/v1
kind: OperatorHub
metadata:
  name: cluster
spec:
  disableAllDefaultSources: true 
1

  sources: [ 
2

    {
      name: "community-operators",
      disabled: false
    }
  ]

1
disableAllDefaultSources is an override that controls availability of all default catalogs that are configured by default during an OpenShift Container Platform installation.
2
Disable default catalogs individually by changing the disabled parameter value per source.

2.6. Red Hat-provided Operator catalogs

Red Hat provides several Operator catalogs that are included with OpenShift Container Platform by default.

Important

As of OpenShift Container Platform 4.11, the default Red Hat-provided Operator catalog releases in the file-based catalog format. The default Red Hat-provided Operator catalogs for OpenShift Container Platform 4.6 through 4.10 released in the deprecated SQLite database format.

The opm subcommands, flags, and functionality related to the SQLite database format are also deprecated and will be removed in a future release. The features are still supported and must be used for catalogs that use the deprecated SQLite database format.

Many of the opm subcommands and flags for working with the SQLite database format, such as opm index prune, do not work with the file-based catalog format. For more information about working with file-based catalogs, see "Managing custom catalogs", "Operator Framework packaging format", and "Mirroring images for a disconnected installation using the oc-mirror plugin".

2.6.1. About Operator catalogs

An Operator catalog is a repository of metadata that Operator Lifecycle Manager (OLM) can query to discover and install Operators and their dependencies on a cluster. OLM always installs Operators from the latest version of a catalog.

An index image, based on the Operator bundle format, is a containerized snapshot of a catalog. It is an immutable artifact that contains the database of pointers to a set of Operator manifest content. A catalog can reference an index image to source its content for OLM on the cluster.

As catalogs are updated, the latest versions of Operators change, and older versions may be removed or altered. In addition, when OLM runs on an OpenShift Container Platform cluster in a restricted network environment, it is unable to access the catalogs directly from the internet to pull the latest content.

As a cluster administrator, you can create your own custom index image, either based on a Red Hat-provided catalog or from scratch, which can be used to source the catalog content on the cluster. Creating and updating your own index image provides a method for customizing the set of Operators available on the cluster, while also avoiding the aforementioned restricted network environment issues.

Important

Kubernetes periodically deprecates certain APIs that are removed in subsequent releases. As a result, Operators are unable to use removed APIs starting with the version of OpenShift Container Platform that uses the Kubernetes version that removed the API.

Note

Support for the legacy package manifest format for Operators, including custom catalogs that were using the legacy format, is removed in OpenShift Container Platform 4.8 and later.

When creating custom catalog images, previous versions of OpenShift Container Platform 4 required using the oc adm catalog build command, which was deprecated for several releases and is now removed. With the availability of Red Hat-provided index images starting in OpenShift Container Platform 4.6, catalog builders must use the opm index command to manage index images.

2.6.2. About Red Hat-provided Operator catalogs

The Red Hat-provided catalog sources are installed by default in the openshift-marketplace namespace, which makes the catalogs available cluster-wide in all namespaces.

The following Operator catalogs are distributed by Red Hat:

Expand
CatalogIndex imageDescription

redhat-operators

registry.redhat.io/redhat/redhat-operator-index:v4.21

Red Hat products packaged and shipped by Red Hat. Supported by Red Hat.

certified-operators

registry.redhat.io/redhat/certified-operator-index:v4.21

Products from leading independent software vendors (ISVs). Red Hat partners with ISVs to package and ship. Supported by the ISV.

community-operators

registry.redhat.io/redhat/community-operator-index:v4.21

Software maintained by relevant representatives in the community Operators GitHub repository. No official support.

During a cluster upgrade, the index image tag for the default Red Hat-provided catalog sources are updated automatically by the Cluster Version Operator (CVO) so that Operator Lifecycle Manager (OLM) pulls the updated version of the catalog. For example, during an upgrade from OpenShift Container Platform 4.8 to 4.9, the spec.image field in the CatalogSource object for the redhat-operators catalog is updated from:

registry.redhat.io/redhat/redhat-operator-index:v4.8

to:

registry.redhat.io/redhat/redhat-operator-index:v4.9

2.7. Operators in multitenant clusters

The default behavior for Operator Lifecycle Manager (OLM) aims to provide simplicity during Operator installation. However, this behavior can lack flexibility, especially in multitenant clusters. In order for multiple tenants on an OpenShift Container Platform cluster to use an Operator, the default behavior of OLM requires that administrators install the Operator in All namespaces mode, which can be considered to violate the principle of least privilege.

Consider the following scenarios to determine which Operator installation workflow works best for your environment and requirements.

2.7.1. Default Operator install modes and behavior

When you install Operators in OpenShift Container Platform by using the web console as an administrator, you can choose between single namespace and all namespaces install modes.

Single namespace
Installs the Operator in the chosen single namespace, and makes all permissions that the Operator requests available in that namespace. Because the Operator itself installs in the chosen namespace, its pod and service account are also located there.
All namespaces
Installs the Operator in the default openshift-operators namespace to watch and be made available to all namespaces in the cluster. Makes all permissions that the Operator requests available in all namespaces. In some cases, an Operator author can define metadata to give the user a second option for that Operator’s suggested namespace.

This choice also means that users in the affected namespaces get access to the Operators APIs, which can leverage the custom resources (CRs) they own, depending on their role in the namespace:

  • The namespace-admin and namespace-edit roles can read/write to the Operator APIs, meaning they can use them.
  • The namespace-view role can read CR objects of that Operator.

While a Multinamespace install mode does exist, it is supported by very few Operators. As a middle ground solution between the standard All namespaces and Single namespace install modes, you can install multiple instances of the same Operator, one for each tenant.

Use the following workflow to install multiple instances of the same Operator:

  1. Create a namespace for the tenant Operator that is separate from the tenant’s namespace.
  2. Create an Operator group for the tenant Operator scoped only to the tenant’s namespace.
  3. Install the Operator in the tenant Operator namespace.

As a result, the Operator resides in the tenant Operator namespace and watches the tenant namespace, but neither the Operator’s pod nor its service account are visible or usable by the tenant.

This solution provides better tenant separation, least privilege principle at the cost of resource usage, and additional orchestration to ensure the constraints are met. For a detailed procedure, see "Preparing for multiple instances of an Operator for multitenant clusters".

2.7.2.1. Limitations and considerations

This solution only works when the following constraints are met:

  • All instances of the same Operator must be the same version.
  • The Operator cannot have dependencies on other Operators.
  • The Operator cannot ship a CRD conversion webhook.
Important

You cannot use different versions of the same Operator on the same cluster. Eventually, the installation of another instance of the Operator would be blocked when it meets the following conditions:

  • The instance is not the newest version of the Operator.
  • The instance ships an older revision of the CRDs that lack information or versions that newer revisions have that are already in use on the cluster.
Warning

As an administrator, use caution when allowing non-cluster administrators to install Operators self-sufficiently, as explained in "Allowing non-cluster administrators to install Operators". These tenants should only have access to a curated catalog of Operators that are known to not have dependencies. These tenants must also be forced to use the same version line of an Operator, to ensure the CRDs do not change. This requires the use of namespace-scoped catalogs and likely disabling the global default catalogs.

2.7.3. Operator colocation and Operator groups

Operator Lifecycle Manager (OLM) handles OLM-managed Operators that are installed in the same namespace, meaning their Subscription resources are colocated in the same namespace, as related Operators. Even if they are not actually related, OLM considers their states, such as their version and update policy, when any one of them is updated.

2.8. CRDs

To extend the Kubernetes API with custom object types that behave like built-in Kubernetes objects, cluster administrators can create and manage custom resource definitions (CRDs) on their OpenShift Container Platform cluster.

2.8.1.1. Custom resource definitions

In the Kubernetes API, a resource is an endpoint that stores a collection of API objects of a certain kind. For example, the built-in Pods resource contains a collection of Pod objects.

A custom resource definition (CRD) object defines a new, unique object type, called a kind, in the cluster and lets the Kubernetes API server handle its entire lifecycle.

Custom resource (CR) objects are created from CRDs that have been added to the cluster by a cluster administrator, allowing all cluster users to add the new resource type into projects.

When a cluster administrator adds a new CRD to the cluster, the Kubernetes API server reacts by creating a new RESTful resource path that can be accessed by the entire cluster or a single project (namespace) and begins serving the specified CR.

Cluster administrators that want to grant access to the CRD to other users can use cluster role aggregation to grant access to users with the admin, edit, or view default cluster roles. Cluster role aggregation allows the insertion of custom policy rules into these cluster roles. This behavior integrates the new resource into the RBAC policy of the cluster as if it was a built-in resource.

Operators in particular make use of CRDs by packaging them with any required RBAC policy and other software-specific logic. Cluster administrators can also add CRDs manually to the cluster outside of the lifecycle of an Operator, making them available to all users.

Note

While only cluster administrators can create CRDs, developers can create the CR from an existing CRD if they have read and write permission to it.

2.8.1.2. Creating a custom resource definition

To create custom resource (CR) objects, cluster administrators must first create a custom resource definition (CRD).

Prerequisites

  • Access to an OpenShift Container Platform cluster with cluster-admin user privileges.

Procedure

  1. Create a YAML file that contains the following field types:

    Example YAML file for a CRD

    apiVersion: apiextensions.k8s.io/v1
    kind: CustomResourceDefinition
    metadata:
      name: crontabs.stable.example.com
    spec:
      group: stable.example.com
      versions:
        - name: v1
          served: true
          storage: true
          schema:
            openAPIV3Schema:
              type: object
              properties:
                spec:
                  type: object
                  properties:
                    cronSpec:
                      type: string
                    image:
                      type: string
                    replicas:
                      type: integer
      scope: Namespaced
      names:
        plural: crontabs
        singular: crontab
        kind: CronTab
        shortNames:
        - ct

    where:

    apiVersion
    Specifies the apiextensions.k8s.io/v1 API parameter.
    metadata.name
    Specifies a name for the definition. This must be in the <plural-name>.<group> format using the values from the group and plural fields.
    spec.group
    Specifies a group name for the API. An API group is a collection of objects that are logically related. For example, all batch objects like Job or ScheduledJob could be in the batch API group (such as batch.api.example.com). A good practice is to use a fully-qualified-domain name (FQDN) of your organization.
    spec.versions.name
    Specifies a version name to be used in the URL. Each API group can exist in multiple versions, for example v1alpha, v1beta, v1.
    spec.scope
    Specifies whether the custom objects are available to a project (Namespaced) or all projects in the cluster (Cluster).
    spec.names.plural
    Specifies the plural name to use in the URL. The plural field is the same as a resource in an API URL.
    spec.names.singular
    Specifies a singular name to use as an alias on the CLI and for display.
    spec.names.kind
    Specifies the kind of objects that can be created. The type can be in camel case.
    spec.names.shortNames

    Specifies a shorter string to match your resource on the CLI.

    Note

    By default, a CRD is cluster-scoped and available to all projects.

  2. Create the CRD object:

    $ oc create -f <file_name>.yaml

    A new RESTful API endpoint is created at:

    /apis/<spec:group>/<spec:version>/<scope>/*/<names-plural>/...

    For example, using the example file, the following endpoint is created:

    /apis/stable.example.com/v1/namespaces/*/crontabs/...

    You can now use this endpoint URL to create and manage CRs. The object kind is based on the spec.kind field of the CRD object you created.

Cluster administrators can grant permissions to existing cluster-scoped custom resource definitions (CRDs). If you use the admin, edit, and view default cluster roles, you can take advantage of cluster role aggregation for their rules.

Important

You must explicitly assign permissions to each of these roles. The roles with more permissions do not inherit rules from roles with fewer permissions. If you assign a rule to a role, you must also assign that verb to roles that have more permissions. For example, if you grant the get crontabs permission to the view role, you must also grant it to the edit and admin roles. The admin or edit role is usually assigned to the user that created a project through the project template.

Prerequisites

  • Create a CRD.

Procedure

  1. Create a cluster role definition file for the CRD. The cluster role definition is a YAML file that contains the rules that apply to each cluster role. An OpenShift Container Platform controller adds the rules that you specify to the default cluster roles.

    Example YAML file for a cluster role definition

    kind: ClusterRole
    apiVersion: rbac.authorization.k8s.io/v1
    metadata:
      name: aggregate-cron-tabs-admin-edit
      labels:
        rbac.authorization.k8s.io/aggregate-to-admin: "true"
        rbac.authorization.k8s.io/aggregate-to-edit: "true"
    rules:
    - apiGroups: ["stable.example.com"]
      resources: ["crontabs"]
      verbs: ["get", "list", "watch", "create", "update", "patch", "delete", "deletecollection"]
    ---
    kind: ClusterRole
    apiVersion: rbac.authorization.k8s.io/v1
    metadata:
      name: aggregate-cron-tabs-view
      labels:
        # Add these permissions to the "view" default role.
        rbac.authorization.k8s.io/aggregate-to-view: "true"
        rbac.authorization.k8s.io/aggregate-to-cluster-reader: "true"
    rules:
    - apiGroups: ["stable.example.com"]
      resources: ["crontabs"]
      verbs: ["get", "list", "watch"]

    where:

    apiVersion
    Specifies the rbac.authorization.k8s.io/v1 API.
    metadata.name
    Specifies a name for the definition.
    metadata.labels.rbac.authorization.k8s.io/aggregate-to-admin
    Specifies "true" to enable cluster role aggregation to the admin role.
    metadata.labels.rbac.authorization.k8s.io/aggregate-to-edit
    Specifies "true" to grant permissions to the edit default role.
    rules.apiGroups
    Specifies the group name of the CRD.
    rules.resources
    Specifies the plural name of the CRD that these rules apply to.
    rules.verbs
    Specifies the verbs that represent the permissions that are granted to the role. For example, apply read and write permissions to the admin and edit roles and only read permission to the view role.
    metadata.labels.rbac.authorization.k8s.io/aggregate-to-view
    Specifies "true" to grant permissions to the view default role.
    metadata.labels."rbac.authorization.k8s.io/aggregate-to-cluster-reader"
    Specifies "true" to grant permissions to the cluster-reader default role.
  2. Create the cluster role:

    $ oc create -f <file_name>.yaml
2.8.1.4. Creating custom resources from a file

After you add a custom resource definition (CRD) to the cluster, you can create custom resources (CRs) from a file by using the CLI.

Prerequisites

  • CRD added to the cluster by a cluster administrator.

Procedure

  1. Create a YAML file for the CR. In the following example definition, the cronSpec and image custom fields are set in a CR of Kind: CronTab. The Kind comes from the spec.kind field of the CRD object:

    Example YAML file for a CR

    apiVersion: "stable.example.com/v1"
    kind: CronTab
    metadata:
      name: my-new-cron-object
      finalizers:
      - finalizer.stable.example.com
    spec:
      cronSpec: "* * * * /5"
      image: my-awesome-cron-image

    where:

    apiVersion
    Specifies the group name and API version (name/version) from the CRD.
    kind
    Specifies the type in the CRD.
    metadata.name
    Specifies a name for the object.
    metadata.finalizers
    Specifies the finalizers for the object, if any. Finalizers allow controllers to implement conditions that must be completed before the object can be deleted.
    spec
    Specifies conditions specific to the type of object.
  2. After you create the file, create the object:

    $ oc create -f <file_name>.yaml
2.8.1.5. Inspecting custom resources

You can inspect custom resource (CR) objects that exist in your cluster using the CLI.

Prerequisites

  • A CR object exists in a namespace to which you have access.

Procedure

  1. To get information on a specific kind of a CR, run:

    $ oc get <kind>

    For example:

    $ oc get crontab

    Example output

    NAME                 KIND
    my-new-cron-object   CronTab.v1.stable.example.com

    Resource names are not case-sensitive, and you can use either the singular or plural forms defined in the CRD, as well as any short name. For example:

    $ oc get crontabs
    $ oc get crontab
    $ oc get ct
  2. You can also view the raw YAML data for a CR:

    $ oc get <kind> -o yaml

    For example:

    $ oc get ct -o yaml

    Example output

    apiVersion: v1
    items:
    - apiVersion: stable.example.com/v1
      kind: CronTab
      metadata:
        clusterName: ""
        creationTimestamp: 2017-05-31T12:56:35Z
        deletionGracePeriodSeconds: null
        deletionTimestamp: null
        name: my-new-cron-object
        namespace: default
        resourceVersion: "285"
        selfLink: /apis/stable.example.com/v1/namespaces/default/crontabs/my-new-cron-object
        uid: 9423255b-4600-11e7-af6a-28d2447dc82b
      spec:
        cronSpec: '* * * * /5'
        image: my-awesome-cron-image

    The spec section in the output displays the custom configuration settings, such as cronSpec and image, that you defined when creating the object.

As a developer, you can manage custom resources (CRs) that come from custom resource definitions (CRDs) to work with the custom object types available in your cluster.

2.8.2.1. Custom resource definitions

In the Kubernetes API, a resource is an endpoint that stores a collection of API objects of a certain kind. For example, the built-in Pods resource contains a collection of Pod objects.

A custom resource definition (CRD) object defines a new, unique object type, called a kind, in the cluster and lets the Kubernetes API server handle its entire lifecycle.

Custom resource (CR) objects are created from CRDs that have been added to the cluster by a cluster administrator, allowing all cluster users to add the new resource type into projects.

Operators in particular make use of CRDs by packaging them with any required RBAC policy and other software-specific logic. Cluster administrators can also add CRDs manually to the cluster outside of the lifecycle of an Operator, making them available to all users.

Note

While only cluster administrators can create CRDs, developers can create the CR from an existing CRD if they have read and write permission to it.

2.8.2.2. Creating custom resources from a file

After you add a custom resource definition (CRD) to the cluster, you can create custom resources (CRs) from a file by using the CLI.

Prerequisites

  • CRD added to the cluster by a cluster administrator.

Procedure

  1. Create a YAML file for the CR. In the following example definition, the cronSpec and image custom fields are set in a CR of Kind: CronTab. The Kind comes from the spec.kind field of the CRD object:

    Example YAML file for a CR

    apiVersion: "stable.example.com/v1"
    kind: CronTab
    metadata:
      name: my-new-cron-object
      finalizers:
      - finalizer.stable.example.com
    spec:
      cronSpec: "* * * * /5"
      image: my-awesome-cron-image

    where:

    apiVersion
    Specifies the group name and API version (name/version) from the CRD.
    kind
    Specifies the type in the CRD.
    metadata.name
    Specifies a name for the object.
    metadata.finalizers
    Specifies the finalizers for the object, if any. Finalizers allow controllers to implement conditions that must be completed before the object can be deleted.
    spec
    Specifies conditions specific to the type of object.
  2. After you create the file, create the object:

    $ oc create -f <file_name>.yaml
2.8.2.3. Inspecting custom resources

You can inspect custom resource (CR) objects that exist in your cluster using the CLI.

Prerequisites

  • A CR object exists in a namespace to which you have access.

Procedure

  1. To get information on a specific kind of a CR, run:

    $ oc get <kind>

    For example:

    $ oc get crontab

    Example output

    NAME                 KIND
    my-new-cron-object   CronTab.v1.stable.example.com

    Resource names are not case-sensitive, and you can use either the singular or plural forms defined in the CRD, as well as any short name. For example:

    $ oc get crontabs
    $ oc get crontab
    $ oc get ct
  2. You can also view the raw YAML data for a CR:

    $ oc get <kind> -o yaml

    For example:

    $ oc get ct -o yaml

    Example output

    apiVersion: v1
    items:
    - apiVersion: stable.example.com/v1
      kind: CronTab
      metadata:
        clusterName: ""
        creationTimestamp: 2017-05-31T12:56:35Z
        deletionGracePeriodSeconds: null
        deletionTimestamp: null
        name: my-new-cron-object
        namespace: default
        resourceVersion: "285"
        selfLink: /apis/stable.example.com/v1/namespaces/default/crontabs/my-new-cron-object
        uid: 9423255b-4600-11e7-af6a-28d2447dc82b
      spec:
        cronSpec: '* * * * /5'
        image: my-awesome-cron-image

    The spec section in the output displays the custom configuration settings, such as cronSpec and image, that you defined when creating the object.

Chapter 3. User tasks

You can deploy applications on your OpenShift Container Platform cluster from Operators that a cluster administrator installed. Use the Installed Operators page in the web console to create an application from an Operator custom resource (CR) API, such as an etcd cluster.

3.1.1. Creating an etcd cluster using an Operator

You can create an etcd cluster using the etcd Operator in the OpenShift Container Platform web console. The Operator creates the pods, services, and other cluster resources for you.

Prerequisites

  • Access to an OpenShift Container Platform 4.21 cluster.
  • The etcd Operator already installed cluster-wide by an administrator.

Procedure

  1. Create a new project in the OpenShift Container Platform web console for this procedure. This example uses a project called my-etcd.
  2. Navigate to the EcosystemInstalled Operators page.

    The Operators installed on the cluster by the cluster administrator and available for use are shown here as a list of cluster service versions (CSVs). Each CSV launches and manages the software provided by the Operator.

    Tip

    You can get this list from the CLI by running the following command:

    $ oc get csv
  3. On the Installed Operators page, click the etcd Operator to view more details and available actions.

    As shown under Provided APIs, this Operator makes available three new resource types, including one for an etcd Cluster, the EtcdCluster resource.

    These objects work similarly to the built-in native Kubernetes ones, such as Deployment or ReplicaSet, but contain logic specific to managing etcd.

  4. Create a new etcd cluster:

    1. In the etcd Cluster API box, click Create instance.
    2. Optional: Modify the minimal starting template of an EtcdCluster object, such as the size of the cluster.
    3. Click Create to finalize. This triggers the Operator to start up the pods, services, and other components of the new etcd cluster.
  5. Click the example etcd cluster.
  6. Click the Resources tab.

    Your project contains several resources that the Operator created and configured.

  7. Verify that a Kubernetes service exists that allows you to access the database from other pods in your project.
  8. Optional: To grant another user permission to create Operator-managed applications in the project, add the edit role by running the following command:

    $ oc policy add-role-to-user edit <user> -n <target_project>

    Users with the edit role in a project can create, manage, and delete Operator-managed application instances, such as an etcd cluster.

Results

You have an etcd cluster that reacts to failures and rebalances data as pods become unhealthy or migrate between nodes in the cluster. Cluster administrators or developers with proper access can use the database with their applications.

3.2. Installing Operators in your namespace

If a cluster administrator has delegated Operator installation permissions to your account, you can install and subscribe an Operator to your namespace in a self-service manner.

3.2.1. Prerequisites

  • A cluster administrator must add certain permissions to your OpenShift Container Platform user account to allow self-service Operator installation to a namespace.

The software catalog in OpenShift Container Platform is the interface for discovering Operators that Operator Lifecycle Manager (OLM) installs and manages on your cluster. You can choose installation settings such as install mode, namespace, and approval strategy during subscription.

As a user with the proper permissions, you can install an Operator from the software catalog by using the OpenShift Container Platform web console or CLI.

During installation, you must determine the following initial settings for the Operator:

Installation Mode
Choose a specific namespace in which to install the Operator.
Update Channel
If an Operator is available through multiple channels, you can choose which channel you want to subscribe to. For example, to deploy from the stable channel, if available, select it from the list.
Approval Strategy

You can choose automatic or manual updates.

If you choose automatic updates for an installed Operator, when a new version of that Operator is available in the selected channel, Operator Lifecycle Manager (OLM) automatically upgrades the running instance of your Operator without human intervention.

If you select manual updates, when a newer version of an Operator is available, OLM creates an update request. As a cluster administrator, you must then manually approve that update request to have the Operator updated to the new version.

To install and subscribe to an Operator from the software catalog, you can use the OpenShift Container Platform web console. The console guides you through selecting an install mode, namespace, and approval strategy.

Prerequisites

  • Access to an OpenShift Container Platform cluster using an account with Operator installation permissions.

Procedure

  1. Navigate in the web console to the EcosystemSoftware Catalog page.
  2. Scroll or type a keyword into the Filter by keyword box to find the Operator you want. For example, type advanced to find the Advanced Cluster Management for Kubernetes Operator.

    You can also filter options by Infrastructure Features. For example, select Disconnected if you want to see Operators that work in disconnected environments, also known as restricted network environments.

  3. Select the Operator to display additional information.

    Note

    Choosing a Community Operator warns that Red Hat does not certify Community Operators; you must acknowledge the warning before continuing.

  4. Read the information about the Operator and click Install.
  5. On the Install Operator page, configure your Operator installation:

    1. If you want to install a specific version of an Operator, select an Update channel and Version from the lists. You can browse the various versions of an Operator across any channels it might have, view the metadata for that channel and version, and select the exact version you want to install.

      Note

      The version selection defaults to the latest version for the channel selected. If the latest version for the channel is selected, the Automatic approval strategy is enabled by default. Otherwise, Manual approval is required when not installing the latest version for the selected channel.

      Installing an Operator with Manual approval causes all Operators installed within the namespace to function with the Manual approval strategy and all Operators are updated together. If you want to update Operators independently, install Operators into separate namespaces.

    2. Choose a specific, single namespace in which to install the Operator. The Operator will only watch and be made available for use in this single namespace.
    3. For clusters on cloud providers with token authentication enabled:

      • If the cluster uses AWS Security Token Service (STS Mode in the web console), enter the Amazon Resource Name (ARN) of the AWS IAM role of your service account in the role ARN field. To create the role’s ARN, follow the procedure described in Preparing AWS account.
      • If the cluster uses Microsoft Entra Workload ID (Workload Identity / Federated Identity Mode in the web console), add the client ID, tenant ID, and subscription ID in the appropriate fields.
      • If the cluster uses Google Cloud Platform Workload Identity (GCP Workload Identity / Federated Identity Mode in the web console), add the project number, pool ID, provider ID, and service account email in the appropriate fields.
    4. For Update approval, select either the Automatic or Manual approval strategy.

      Important

      If the web console shows that the cluster uses AWS STS, Microsoft Entra Workload ID, or GCP Workload Identity, you must set Update approval to Manual.

      Subscriptions with automatic approvals for updates are not recommended because there might be permission changes to make before updating. Subscriptions with manual approvals for updates ensure that administrators have the opportunity to verify the permissions of the later version, take any necessary steps, and then update.

  6. Click Install to make the Operator available to the selected namespaces on this OpenShift Container Platform cluster:

    1. If you selected a Manual approval strategy, the upgrade status of the subscription remains Upgrading until you review and approve the install plan.

      After approving on the Install Plan page, the subscription upgrade status moves to Up to date.

    2. If you selected an Automatic approval strategy, the upgrade status should resolve to Up to date without intervention.

Verification

  • After the upgrade status of the subscription is Up to date, select EcosystemInstalled Operators to verify that the cluster service version (CSV) of the installed Operator eventually shows up. The Status should eventually resolve to Succeeded in the relevant namespace.

    Note

    For the All namespaces…​ installation mode, the status resolves to Succeeded in the openshift-operators namespace, but the status is Copied if you check in other namespaces.

    If it does not:

    • Check the logs in any pods in the openshift-operators project (or other relevant namespace if A specific namespace…​ installation mode was selected) on the WorkloadsPods page that are reporting issues to troubleshoot further.
  • When the Operator is installed, the metadata indicates which channel and version are installed.

    Note

    The Channel and Version dropdown menus are still available for viewing other version metadata in this catalog context.

To install an Operator from the software catalog without using the web console, you can create or update a Subscription object by using the oc command in OpenShift Container Platform.

For SingleNamespace install mode, you must also ensure an appropriate Operator group exists in the related namespace. An Operator group, defined by an OperatorGroup object, selects target namespaces in which to generate required RBAC access for all Operators in the same namespace as the Operator group.

Tip

In most cases, the web console method of this procedure is preferred because it automates tasks in the background, such as handling the creation of OperatorGroup and Subscription objects automatically when choosing SingleNamespace mode.

Prerequisites

  • Access to your OpenShift Container Platform cluster using an account with Operator installation permissions.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. View the list of Operators available to the cluster from the software catalog:

    $ oc get packagemanifests -n openshift-marketplace

    Example output

    NAME                               CATALOG               AGE
    3scale-operator                    Red Hat Operators     91m
    advanced-cluster-management        Red Hat Operators     91m
    amq7-cert-manager                  Red Hat Operators     91m
    # ...
    couchbase-enterprise-certified     Certified Operators   91m
    crunchy-postgres-operator          Certified Operators   91m
    mongodb-enterprise                 Certified Operators   91m
    # ...
    etcd                               Community Operators   91m
    jaeger                             Community Operators   91m
    kubefed                            Community Operators   91m
    # ...

    Note the catalog for your desired Operator.

  2. Inspect your desired Operator to verify its supported install modes and available channels:

    $ oc describe packagemanifests <operator_name> -n openshift-marketplace

    Example output

    # ...
    Kind:         PackageManifest
    # ...
          Install Modes:
            Supported:  true
            Type:       OwnNamespace
            Supported:  true
            Type:       SingleNamespace
            Supported:  false
            Type:       MultiNamespace
            Supported:  true
            Type:       AllNamespaces
    # ...
        Entries:
          Name:       example-operator.v3.7.11
          Version:    3.7.11
          Name:       example-operator.v3.7.10
          Version:    3.7.10
        Name:         stable-3.7
    # ...
       Entries:
          Name:         example-operator.v3.8.5
          Version:      3.8.5
          Name:         example-operator.v3.8.4
          Version:      3.8.4
        Name:           stable-3.8
      Default Channel:  stable-3.8

    In the example output, Install Modes indicates which install modes are supported; Name shows example channel names; and Default Channel is the channel selected by default if one is not specified.

    Tip

    You can print an Operator’s version and channel information in YAML format by running the following command:

    $ oc get packagemanifests <operator_name> -n <catalog_namespace> -o yaml
  3. If more than one catalog is installed in a namespace, run the following command to look up the available versions and channels of an Operator from a specific catalog:

    $ oc get packagemanifest \
       --selector=catalog=<catalogsource_name> \
       --field-selector metadata.name=<operator_name> \
       -n <catalog_namespace> -o yaml
    Important

    If you do not specify the Operator’s catalog, running the oc get packagemanifest and oc describe packagemanifest commands might return a package from an unexpected catalog if the following conditions are met:

    • Multiple catalogs are installed in the same namespace.
    • The catalogs contain the same Operators or Operators with the same name.
  4. If the Operator you intend to install supports the AllNamespaces install mode, and you choose to use this mode, skip this step, because the openshift-operators namespace already has an appropriate Operator group in place by default, called global-operators.

    If the Operator you intend to install supports the SingleNamespace install mode, and you choose to use this mode, you must ensure an appropriate Operator group exists in the related namespace. If one does not exist, you can create create one by following these steps:

    Important

    You can only have one Operator group per namespace. For more information, see "Operator groups".

    1. Create an OperatorGroup object YAML file, for example operatorgroup.yaml, for SingleNamespace install mode:

      Example OperatorGroup object for SingleNamespace install mode

      apiVersion: operators.coreos.com/v1
      kind: OperatorGroup
      metadata:
        name: <operatorgroup_name>
        namespace: <namespace>
      spec:
        targetNamespaces:
        - <namespace>

      For SingleNamespace install mode, use the same <namespace> value for both the metadata.namespace and spec.targetNamespaces fields.

    2. Create the OperatorGroup object:

      $ oc apply -f operatorgroup.yaml
  5. Create a Subscription object to subscribe a namespace to an Operator:

    1. Create a YAML file for the Subscription object, for example subscription.yaml:

      Note

      If you want to subscribe to a specific version of an Operator, set the startingCSV field to the desired version and set the installPlanApproval field to Manual to prevent the Operator from automatically upgrading if a later version exists in the catalog. For details, see the following "Example Subscription object with a specific starting Operator version".

      Example Subscription object

      apiVersion: operators.coreos.com/v1alpha1
      kind: Subscription
      metadata:
        name: <subscription_name>
        namespace: <namespace_per_install_mode>
      spec:
        channel: <channel_name>
        name: <operator_name>
        source: <catalog_name>
        sourceNamespace: <catalog_source_namespace>
        config:
          env:
          - name: ARGS
            value: "-v=10"
          envFrom:
          - secretRef:
              name: license-secret
          volumes:
          - name: <volume_name>
            configMap:
              name: <configmap_name>
          volumeMounts:
          - mountPath: <directory_name>
            name: <volume_name>
          tolerations:
          - operator: "Exists"
          resources:
            requests:
              memory: "64Mi"
              cpu: "250m"
            limits:
              memory: "128Mi"
              cpu: "500m"
          nodeSelector:
            foo: bar

      where:

      <namespace_per_install_mode>
      Specifies the namespace for your chosen install mode. For default AllNamespaces install mode usage, specify the openshift-operators namespace. Alternatively, you can specify a custom global namespace, if you have created one. For SingleNamespace install mode usage, specify the relevant single namespace.
      <channel_name>
      Specifies the name of the channel to subscribe to.
      <operator_name>
      Specifies the name of the Operator to subscribe to.
      <catalog_name>
      Specifies the name of the catalog source that provides the Operator.
      <catalog_source_namespace>
      Specifies the namespace of the catalog source. Use openshift-marketplace for the default software catalog sources.
      config.env
      Specifies a list of environment variables that must exist in all containers in the pod created by OLM.
      config.envFrom
      Specifies a list of sources to populate environment variables in the container.
      config.volumes
      Specifies a list of volumes that must exist on the pod created by OLM.
      config.volumeMounts
      Specifies a list of volume mounts that must exist in all containers in the pod created by OLM. If a volumeMount references a volume that does not exist, OLM fails to deploy the Operator.
      config.tolerations
      Specifies a list of tolerations for the pod created by OLM.
      config.resources
      Specifies resource constraints for all the containers in the pod created by OLM.
      config.nodeSelector

      Specifies a NodeSelector for the pod created by OLM.

      Example Subscription object with a specific starting Operator version

      apiVersion: operators.coreos.com/v1alpha1
      kind: Subscription
      metadata:
        name: example-operator
        namespace: example-operator
      spec:
        channel: stable-3.7
        installPlanApproval: Manual
        name: example-operator
        source: custom-operators
        sourceNamespace: openshift-marketplace
        startingCSV: example-operator.v3.7.10

      where:

      installPlanApproval
      Specifies the approval strategy. Set to Manual in case your specified version is superseded by a later version in the catalog. This plan prevents an automatic upgrade to a later version and requires manual approval before the starting CSV can complete the installation.
      startingCSV
      Specifies a specific version of an Operator CSV.
    2. For clusters on cloud providers with token authentication enabled, such as Amazon Web Services (AWS) Security Token Service (STS), Microsoft Entra Workload ID, or Google Cloud Platform Workload Identity, configure your Subscription object by following these steps:

      1. Ensure the Subscription object is set to manual update approvals:

        Example Subscription object with manual update approvals

        kind: Subscription
        # ...
        spec:
          installPlanApproval: Manual

        Set the spec.installPlanApproval parameter to Manual. Subscriptions with manual approvals for updates ensure that administrators have the opportunity to verify the permissions of the later version, take any necessary steps, and then update. Subscriptions with automatic approvals for updates are not recommended because there might be permission changes to make before updating.

      2. Include the relevant cloud provider-specific fields in the Subscription object’s config section:

        If the cluster is in AWS STS mode, include the following fields:

        Example Subscription object with AWS STS variables

        kind: Subscription
        # ...
        spec:
          config:
            env:
            - name: ROLEARN
              value: "<role_arn>"

        • ROLEARN is the Amazon Resource Name (ARN) of the role that the Operator assumes.

          If the cluster is in Workload ID mode, include the following fields:

          Example Subscription object with Workload ID variables

          kind: Subscription
          # ...
          spec:
           config:
             env:
             - name: CLIENTID
               value: "<client_id>"
             - name: TENANTID
               value: "<tenant_id>"
             - name: SUBSCRIPTIONID
               value: "<subscription_id>"

          where:

          <client_id>
          Specifies the client ID.
          <tenant_id>
          Specifies the tenant ID.
          <subscription_id>

          Specifies the subscription ID.

          If the cluster is in GCP Workload Identity mode, include the following fields:

          Example Subscription object with GCP Workload Identity variables

          kind: Subscription
          # ...
          spec:
           config:
             env:
             - name: AUDIENCE
               value: "<audience_url>"
             - name: SERVICE_ACCOUNT_EMAIL
               value: "<service_account_email>"

          where:

          <audience_url>

          Created in Google Cloud by the administrator when they set up GCP Workload Identity, the AUDIENCE value must be a preformatted URL in the following format:

          //iam.googleapis.com/projects/<project_number>/locations/global/workloadIdentityPools/<pool_id>/providers/<provider_id>
          <service_account_email>

          Specifies a Google Cloud service account email that is impersonated during Operator operation, for example:

          <service_account_name>@<project_id>.iam.gserviceaccount.com
    3. Create the Subscription object by running the following command:

      $ oc apply -f subscription.yaml
  6. If you set the installPlanApproval field to Manual, manually approve the pending install plan to complete the Operator installation. For more information, see "Manually approving a pending Operator update".

Verification

At this point, OLM is now aware of the selected Operator. A cluster service version (CSV) for the Operator should appear in the target namespace, and APIs provided by the Operator should be available for creation.

  1. Check the status of the Subscription object for your installed Operator by running the following command:

    $ oc describe subscription <subscription_name> -n <namespace>
  2. If you created an Operator group for SingleNamespace install mode, check the status of the OperatorGroup object by running the following command:

    $ oc describe operatorgroup <operatorgroup_name> -n <namespace>

Chapter 4. Administrator tasks

4.1. Adding Operators to a cluster

You can install OLM-based Operators on your OpenShift Container Platform cluster by using Operator Lifecycle Manager (OLM).

Note

For information on how OLM handles updates for installed Operators colocated in the same namespace, as well as an alternative method for installing Operators with custom global Operator groups, see "Multitenancy and Operator colocation".

The software catalog in OpenShift Container Platform is the interface for discovering Operators that Operator Lifecycle Manager (OLM) installs and manages on your cluster. You can choose installation settings such as install mode, namespace, and approval strategy during subscription.

As a cluster administrator, you can install an Operator from the software catalog by using the OpenShift Container Platform web console or CLI. Subscribing an Operator to one or more namespaces makes the Operator available to developers on your cluster.

During installation, you must determine the following initial settings for the Operator:

Installation Mode
Choose All namespaces on the cluster (default) to have the Operator installed on all namespaces or choose individual namespaces, if available, to only install the Operator on selected namespaces. This example chooses All namespaces…​ to make the Operator available to all users and projects.
Update Channel
If an Operator is available through multiple channels, you can choose which channel you want to subscribe to. For example, to deploy from the stable channel, if available, select it from the list.
Approval Strategy

You can choose automatic or manual updates.

If you choose automatic updates for an installed Operator, when a new version of that Operator is available in the selected channel, Operator Lifecycle Manager (OLM) automatically upgrades the running instance of your Operator without human intervention.

If you select manual updates, when a newer version of an Operator is available, OLM creates an update request. As a cluster administrator, you must then manually approve that update request to have the Operator updated to the new version.

To install and subscribe to an Operator from the software catalog, you can use the OpenShift Container Platform web console. The console guides you through selecting an install mode, namespace, and approval strategy.

Prerequisites

  • Access to an OpenShift Container Platform cluster using an account with cluster-admin permissions.

Procedure

  1. Navigate in the web console to the EcosystemSoftware Catalog page.
  2. Scroll or type a keyword into the Filter by keyword box to find the Operator you want. For example, type advanced to find the Advanced Cluster Management for Kubernetes Operator.

    You can also filter options by Infrastructure Features. For example, select Disconnected if you want to see Operators that work in disconnected environments, also known as restricted network environments.

  3. Select the Operator to display additional information.

    Note

    Choosing a Community Operator warns that Red Hat does not certify Community Operators; you must acknowledge the warning before continuing.

  4. Read the information about the Operator and click Install.
  5. On the Install Operator page, configure your Operator installation:

    1. If you want to install a specific version of an Operator, select an Update channel and Version from the lists. You can browse the various versions of an Operator across any channels it might have, view the metadata for that channel and version, and select the exact version you want to install.

      Note

      The version selection defaults to the latest version for the channel selected. If the latest version for the channel is selected, the Automatic approval strategy is enabled by default. Otherwise, Manual approval is required when not installing the latest version for the selected channel.

      Installing an Operator with Manual approval causes all Operators installed within the namespace to function with the Manual approval strategy and all Operators are updated together. If you want to update Operators independently, install Operators into separate namespaces.

    2. Confirm the installation mode for the Operator:

      • All namespaces on the cluster (default) installs the Operator in the default openshift-operators namespace to watch and be made available to all namespaces in the cluster. This option is not always available.
      • A specific namespace on the cluster allows you to choose a specific, single namespace in which to install the Operator. The Operator will only watch and be made available for use in this single namespace.
    3. For clusters on cloud providers with token authentication enabled:

      • If the cluster uses AWS Security Token Service (STS Mode in the web console), enter the Amazon Resource Name (ARN) of the AWS IAM role of your service account in the role ARN field. To create the role’s ARN, follow the procedure described in Preparing AWS account.
      • If the cluster uses Microsoft Entra Workload ID (Workload Identity / Federated Identity Mode in the web console), add the client ID, tenant ID, and subscription ID in the appropriate fields.
      • If the cluster uses Google Cloud Platform Workload Identity (GCP Workload Identity / Federated Identity Mode in the web console), add the project number, pool ID, provider ID, and service account email in the appropriate fields.
    4. For Update approval, select either the Automatic or Manual approval strategy.

      Important

      If the web console shows that the cluster uses AWS STS, Microsoft Entra Workload ID, or GCP Workload Identity, you must set Update approval to Manual.

      Subscriptions with automatic approvals for updates are not recommended because there might be permission changes to make before updating. Subscriptions with manual approvals for updates ensure that administrators have the opportunity to verify the permissions of the later version, take any necessary steps, and then update.

  6. Click Install to make the Operator available to the selected namespaces on this OpenShift Container Platform cluster:

    1. If you selected a Manual approval strategy, the upgrade status of the subscription remains Upgrading until you review and approve the install plan.

      After approving on the Install Plan page, the subscription upgrade status moves to Up to date.

    2. If you selected an Automatic approval strategy, the upgrade status should resolve to Up to date without intervention.

Verification

  • After the upgrade status of the subscription is Up to date, select EcosystemInstalled Operators to verify that the cluster service version (CSV) of the installed Operator eventually shows up. The Status should eventually resolve to Succeeded in the relevant namespace.

    Note

    For the All namespaces…​ installation mode, the status resolves to Succeeded in the openshift-operators namespace, but the status is Copied if you check in other namespaces.

    If it does not:

    • Check the logs in any pods in the openshift-operators project (or other relevant namespace if A specific namespace…​ installation mode was selected) on the WorkloadsPods page that are reporting issues to troubleshoot further.
  • When the Operator is installed, the metadata indicates which channel and version are installed.

    Note

    The Channel and Version dropdown menus are still available for viewing other version metadata in this catalog context.

To install an Operator from the software catalog without using the web console, you can create or update a Subscription object by using the oc command in OpenShift Container Platform.

For SingleNamespace install mode, you must also ensure an appropriate Operator group exists in the related namespace. An Operator group, defined by an OperatorGroup object, selects target namespaces in which to generate required RBAC access for all Operators in the same namespace as the Operator group.

Tip

In most cases, the web console method of this procedure is preferred because it automates tasks in the background, such as handling the creation of OperatorGroup and Subscription objects automatically when choosing SingleNamespace mode.

Prerequisites

  • Access to your OpenShift Container Platform cluster using an account with cluster-admin permissions.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. View the list of Operators available to the cluster from the software catalog:

    $ oc get packagemanifests -n openshift-marketplace

    Example output

    NAME                               CATALOG               AGE
    3scale-operator                    Red Hat Operators     91m
    advanced-cluster-management        Red Hat Operators     91m
    amq7-cert-manager                  Red Hat Operators     91m
    # ...
    couchbase-enterprise-certified     Certified Operators   91m
    crunchy-postgres-operator          Certified Operators   91m
    mongodb-enterprise                 Certified Operators   91m
    # ...
    etcd                               Community Operators   91m
    jaeger                             Community Operators   91m
    kubefed                            Community Operators   91m
    # ...

    Note the catalog for your desired Operator.

  2. Inspect your desired Operator to verify its supported install modes and available channels:

    $ oc describe packagemanifests <operator_name> -n openshift-marketplace

    Example output

    # ...
    Kind:         PackageManifest
    # ...
          Install Modes:
            Supported:  true
            Type:       OwnNamespace
            Supported:  true
            Type:       SingleNamespace
            Supported:  false
            Type:       MultiNamespace
            Supported:  true
            Type:       AllNamespaces
    # ...
        Entries:
          Name:       example-operator.v3.7.11
          Version:    3.7.11
          Name:       example-operator.v3.7.10
          Version:    3.7.10
        Name:         stable-3.7
    # ...
       Entries:
          Name:         example-operator.v3.8.5
          Version:      3.8.5
          Name:         example-operator.v3.8.4
          Version:      3.8.4
        Name:           stable-3.8
      Default Channel:  stable-3.8

    In the example output, Install Modes indicates which install modes are supported; Name shows example channel names; and Default Channel is the channel selected by default if one is not specified.

    Tip

    You can print an Operator’s version and channel information in YAML format by running the following command:

    $ oc get packagemanifests <operator_name> -n <catalog_namespace> -o yaml
  3. If more than one catalog is installed in a namespace, run the following command to look up the available versions and channels of an Operator from a specific catalog:

    $ oc get packagemanifest \
       --selector=catalog=<catalogsource_name> \
       --field-selector metadata.name=<operator_name> \
       -n <catalog_namespace> -o yaml
    Important

    If you do not specify the Operator’s catalog, running the oc get packagemanifest and oc describe packagemanifest commands might return a package from an unexpected catalog if the following conditions are met:

    • Multiple catalogs are installed in the same namespace.
    • The catalogs contain the same Operators or Operators with the same name.
  4. If the Operator you intend to install supports the AllNamespaces install mode, and you choose to use this mode, skip this step, because the openshift-operators namespace already has an appropriate Operator group in place by default, called global-operators.

    If the Operator you intend to install supports the SingleNamespace install mode, and you choose to use this mode, you must ensure an appropriate Operator group exists in the related namespace. If one does not exist, you can create create one by following these steps:

    Important

    You can only have one Operator group per namespace. For more information, see "Operator groups".

    1. Create an OperatorGroup object YAML file, for example operatorgroup.yaml, for SingleNamespace install mode:

      Example OperatorGroup object for SingleNamespace install mode

      apiVersion: operators.coreos.com/v1
      kind: OperatorGroup
      metadata:
        name: <operatorgroup_name>
        namespace: <namespace>
      spec:
        targetNamespaces:
        - <namespace>

      For SingleNamespace install mode, use the same <namespace> value for both the metadata.namespace and spec.targetNamespaces fields.

    2. Create the OperatorGroup object:

      $ oc apply -f operatorgroup.yaml
  5. Create a Subscription object to subscribe a namespace to an Operator:

    1. Create a YAML file for the Subscription object, for example subscription.yaml:

      Note

      If you want to subscribe to a specific version of an Operator, set the startingCSV field to the desired version and set the installPlanApproval field to Manual to prevent the Operator from automatically upgrading if a later version exists in the catalog. For details, see the following "Example Subscription object with a specific starting Operator version".

      Example Subscription object

      apiVersion: operators.coreos.com/v1alpha1
      kind: Subscription
      metadata:
        name: <subscription_name>
        namespace: <namespace_per_install_mode>
      spec:
        channel: <channel_name>
        name: <operator_name>
        source: <catalog_name>
        sourceNamespace: <catalog_source_namespace>
        config:
          env:
          - name: ARGS
            value: "-v=10"
          envFrom:
          - secretRef:
              name: license-secret
          volumes:
          - name: <volume_name>
            configMap:
              name: <configmap_name>
          volumeMounts:
          - mountPath: <directory_name>
            name: <volume_name>
          tolerations:
          - operator: "Exists"
          resources:
            requests:
              memory: "64Mi"
              cpu: "250m"
            limits:
              memory: "128Mi"
              cpu: "500m"
          nodeSelector:
            foo: bar

      where:

      <namespace_per_install_mode>
      Specifies the namespace for your chosen install mode. For default AllNamespaces install mode usage, specify the openshift-operators namespace. Alternatively, you can specify a custom global namespace, if you have created one. For SingleNamespace install mode usage, specify the relevant single namespace.
      <channel_name>
      Specifies the name of the channel to subscribe to.
      <operator_name>
      Specifies the name of the Operator to subscribe to.
      <catalog_name>
      Specifies the name of the catalog source that provides the Operator.
      <catalog_source_namespace>
      Specifies the namespace of the catalog source. Use openshift-marketplace for the default software catalog sources.
      config.env
      Specifies a list of environment variables that must exist in all containers in the pod created by OLM.
      config.envFrom
      Specifies a list of sources to populate environment variables in the container.
      config.volumes
      Specifies a list of volumes that must exist on the pod created by OLM.
      config.volumeMounts
      Specifies a list of volume mounts that must exist in all containers in the pod created by OLM. If a volumeMount references a volume that does not exist, OLM fails to deploy the Operator.
      config.tolerations
      Specifies a list of tolerations for the pod created by OLM.
      config.resources
      Specifies resource constraints for all the containers in the pod created by OLM.
      config.nodeSelector

      Specifies a NodeSelector for the pod created by OLM.

      Example Subscription object with a specific starting Operator version

      apiVersion: operators.coreos.com/v1alpha1
      kind: Subscription
      metadata:
        name: example-operator
        namespace: example-operator
      spec:
        channel: stable-3.7
        installPlanApproval: Manual
        name: example-operator
        source: custom-operators
        sourceNamespace: openshift-marketplace
        startingCSV: example-operator.v3.7.10

      where:

      installPlanApproval
      Specifies the approval strategy. Set to Manual in case your specified version is superseded by a later version in the catalog. This plan prevents an automatic upgrade to a later version and requires manual approval before the starting CSV can complete the installation.
      startingCSV
      Specifies a specific version of an Operator CSV.
    2. For clusters on cloud providers with token authentication enabled, such as Amazon Web Services (AWS) Security Token Service (STS), Microsoft Entra Workload ID, or Google Cloud Platform Workload Identity, configure your Subscription object by following these steps:

      1. Ensure the Subscription object is set to manual update approvals:

        Example Subscription object with manual update approvals

        kind: Subscription
        # ...
        spec:
          installPlanApproval: Manual

        Set the spec.installPlanApproval parameter to Manual. Subscriptions with manual approvals for updates ensure that administrators have the opportunity to verify the permissions of the later version, take any necessary steps, and then update. Subscriptions with automatic approvals for updates are not recommended because there might be permission changes to make before updating.

      2. Include the relevant cloud provider-specific fields in the Subscription object’s config section:

        If the cluster is in AWS STS mode, include the following fields:

        Example Subscription object with AWS STS variables

        kind: Subscription
        # ...
        spec:
          config:
            env:
            - name: ROLEARN
              value: "<role_arn>"

        • ROLEARN is the Amazon Resource Name (ARN) of the role that the Operator assumes.

          If the cluster is in Workload ID mode, include the following fields:

          Example Subscription object with Workload ID variables

          kind: Subscription
          # ...
          spec:
           config:
             env:
             - name: CLIENTID
               value: "<client_id>"
             - name: TENANTID
               value: "<tenant_id>"
             - name: SUBSCRIPTIONID
               value: "<subscription_id>"

          where:

          <client_id>
          Specifies the client ID.
          <tenant_id>
          Specifies the tenant ID.
          <subscription_id>

          Specifies the subscription ID.

          If the cluster is in GCP Workload Identity mode, include the following fields:

          Example Subscription object with GCP Workload Identity variables

          kind: Subscription
          # ...
          spec:
           config:
             env:
             - name: AUDIENCE
               value: "<audience_url>"
             - name: SERVICE_ACCOUNT_EMAIL
               value: "<service_account_email>"

          where:

          <audience_url>

          Created in Google Cloud by the administrator when they set up GCP Workload Identity, the AUDIENCE value must be a preformatted URL in the following format:

          //iam.googleapis.com/projects/<project_number>/locations/global/workloadIdentityPools/<pool_id>/providers/<provider_id>
          <service_account_email>

          Specifies a Google Cloud service account email that is impersonated during Operator operation, for example:

          <service_account_name>@<project_id>.iam.gserviceaccount.com
    3. Create the Subscription object by running the following command:

      $ oc apply -f subscription.yaml
  6. If you set the installPlanApproval field to Manual, manually approve the pending install plan to complete the Operator installation. For more information, see "Manually approving a pending Operator update".

Verification

At this point, OLM is now aware of the selected Operator. A cluster service version (CSV) for the Operator should appear in the target namespace, and APIs provided by the Operator should be available for creation.

  1. Check the status of the Subscription object for your installed Operator by running the following command:

    $ oc describe subscription <subscription_name> -n <namespace>
  2. If you created an Operator group for SingleNamespace install mode, check the status of the OperatorGroup object by running the following command:

    $ oc describe operatorgroup <operatorgroup_name> -n <namespace>

To provide separate Operator instances for each tenant in a multitenant OpenShift Container Platform cluster, you can install multiple instances of the same Operator in dedicated namespaces.

In the following procedure, the tenant is a user or group of users that share common access and privileges for a set of deployed workloads. The tenant Operator is the instance of an Operator that is intended for use by only that tenant.

Prerequisites

  • All instances of the Operator you want to install must be the same version across a given cluster.

    Important

    For more information on this and other limitations, see "Operators in multitenant clusters".

Procedure

  1. Before installing the Operator, create a namespace for the tenant Operator that is separate from the tenant’s namespace. For example, if the tenant’s namespace is team1, you might create a team1-operator namespace:

    1. Define a Namespace resource and save the YAML file, for example, team1-operator.yaml:

      apiVersion: v1
      kind: Namespace
      metadata:
        name: team1-operator
    2. Create the namespace by running the following command:

      $ oc create -f team1-operator.yaml
  2. Create an Operator group for the tenant Operator scoped to the tenant’s namespace, with only that one namespace entry in the spec.targetNamespaces list:

    1. Define an OperatorGroup resource and save the YAML file, for example, team1-operatorgroup.yaml:

      apiVersion: operators.coreos.com/v1
      kind: OperatorGroup
      metadata:
        name: team1-operatorgroup
        namespace: team1-operator
      spec:
        targetNamespaces:
        - team1

      Define only the tenant’s namespace in the spec.targetNamespaces list.

    2. Create the Operator group by running the following command:

      $ oc create -f team1-operatorgroup.yaml

To avoid installing global Operators in the default openshift-operators namespace, you can create a custom global namespace in OpenShift Container Platform and install Operators there instead.

When installing Operators with the OpenShift Container Platform web console, the default behavior installs Operators that support the All namespaces install mode into the default openshift-operators global namespace. This can cause issues related to shared install plans and update policies between all Operators in the namespace. For more details on these limitations, see "Multitenancy and Operator colocation".

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.

Procedure

  1. Before installing the Operator, create a namespace for the installation of your desired Operator. This installation namespace will become the custom global namespace:

    1. Define a Namespace resource and save the YAML file, for example, global-operators.yaml:

      apiVersion: v1
      kind: Namespace
      metadata:
        name: global-operators
    2. Create the namespace by running the following command:

      $ oc create -f global-operators.yaml
  2. Create a custom global Operator group, which is an Operator group that watches all namespaces:

    1. Define an OperatorGroup resource and save the YAML file, for example, global-operatorgroup.yaml. Omit both the spec.selector and spec.targetNamespaces fields to make it a global Operator group, which selects all namespaces:

      apiVersion: operators.coreos.com/v1
      kind: OperatorGroup
      metadata:
        name: global-operatorgroup
        namespace: global-operators
      Note

      The status.namespaces of a created global Operator group contains the empty string (""), which signals to a consuming Operator that it should watch all namespaces.

    2. Create the Operator group by running the following command:

      $ oc create -f global-operatorgroup.yaml

Next steps

  • Install the desired Operator in your custom global namespace. Because the web console does not populate the Installed Namespace menu during Operator installation with custom global namespaces, the install task can only be performed with the OpenShift CLI (oc). For a detailed installation procedure, see "Installing from software catalog by using the CLI".

    Note

    When you initiate the Operator installation, if the Operator has dependencies, the dependencies are also automatically installed in the custom global namespace. As a result, it is then valid for the dependency Operators to have the same update policy and shared install plans.

4.1.6. Pod placement of Operator workloads

Operator Lifecycle Manager (OLM) places Operator and Operand pods on arbitrary worker nodes by default. You can control pod placement to specific nodes by using projects with node selectors, taints, and tolerations.

Controlling pod placement of Operator and Operand workloads has the following prerequisites:

  1. Determine a node or set of nodes to target for the pods per your requirements. If available, note an existing label, such as node-role.kubernetes.io/app, that identifies the node or nodes. Otherwise, add a label, such as myoperator, by using a compute machine set or editing the node directly. You will use this label in a later step as the node selector on your project.
  2. If you want to ensure that only pods with a certain label are allowed to run on the nodes, while steering unrelated workloads to other nodes, add a taint to the node or nodes by using a compute machine set or editing the node directly. Use an effect that ensures that new pods that do not match the taint cannot be scheduled on the nodes. For example, a myoperator:NoSchedule taint ensures that new pods that do not match the taint are not scheduled onto that node, but existing pods on the node are allowed to remain.
  3. Create a project that is configured with a default node selector and, if you added a taint, a matching toleration.

At this point, the project you created can be used to steer pods towards the specified nodes in the following scenarios:

For Operator pods
Administrators can create a Subscription object in the project as described in the following section. As a result, the Operator pods are placed on the specified nodes.
For Operand pods
Using an installed Operator, users can create an application in the project, which places the custom resource (CR) owned by the Operator in the project. As a result, the Operand pods are placed on the specified nodes, unless the Operator is deploying cluster-wide objects or resources in other namespaces, in which case this customized pod placement does not apply.

4.1.7. Controlling where an Operator is installed

You can use affinities to schedule an Operator pod on a specific node or set of nodes.

By default, when you install an Operator, OpenShift Container Platform installs the Operator pod on one of your compute nodes randomly. However, the following examples describe situations where you might want to schedule an Operator pod to a specific node or set of nodes:

  • If an Operator requires a particular platform, such as amd64 or arm64
  • If an Operator requires a particular operating system, such as Linux or Windows
  • If you want Operators that work together scheduled on the same host or on hosts located on the same rack
  • If you want Operators dispersed throughout the infrastructure to avoid downtime due to network or hardware issues

You can control where an Operator pod is installed by adding node affinity, pod affinity, or pod anti-affinity constraints to the Operator’s Subscription object. Node affinity is a set of rules used by the scheduler to determine where a pod can be placed. Pod affinity enables you to ensure that related pods are scheduled to the same node. Pod anti-affinity allows you to prevent a pod from being scheduled on a node.

The following examples show how to use node affinity or pod anti-affinity to install an instance of the Custom Metrics Autoscaler Operator to a specific node in the cluster:

The following node affinity example places the Operator pod on a specific node:

apiVersion: operators.coreos.com/v1alpha1
kind: Subscription
metadata:
  name: openshift-custom-metrics-autoscaler-operator
  namespace: openshift-keda
spec:
  name: my-package
  source: my-operators
  sourceNamespace: operator-registries
  config:
    affinity:
      nodeAffinity:
        requiredDuringSchedulingIgnoredDuringExecution:
          nodeSelectorTerms:
          - matchExpressions:
            - key: kubernetes.io/hostname
              operator: In
              values:
              - ip-10-0-163-94.us-west-2.compute.internal
#...

This node affinity requires the Operator’s pod be scheduled on a node named ip-10-0-163-94.us-west-2.compute.internal.

The following node affinity example places the Operator pod on a node with a specific platform:

apiVersion: operators.coreos.com/v1alpha1
kind: Subscription
metadata:
  name: openshift-custom-metrics-autoscaler-operator
  namespace: openshift-keda
spec:
  name: my-package
  source: my-operators
  sourceNamespace: operator-registries
  config:
    affinity:
      nodeAffinity:
        requiredDuringSchedulingIgnoredDuringExecution:
          nodeSelectorTerms:
          - matchExpressions:
            - key: kubernetes.io/arch
              operator: In
              values:
              - arm64
            - key: kubernetes.io/os
              operator: In
              values:
              - linux
#...

This node affinity requires the Operator’s pod be scheduled on a node with the kubernetes.io/arch=arm64 and kubernetes.io/os=linux labels.

The following pod affinity example places the Operator pod on one or more specific nodes:

apiVersion: operators.coreos.com/v1alpha1
kind: Subscription
metadata:
  name: openshift-custom-metrics-autoscaler-operator
  namespace: openshift-keda
spec:
  name: my-package
  source: my-operators
  sourceNamespace: operator-registries
  config:
    affinity:
      podAffinity:
        requiredDuringSchedulingIgnoredDuringExecution:
        - labelSelector:
            matchExpressions:
            - key: app
              operator: In
              values:
              - test
          topologyKey: kubernetes.io/hostname
#...

This pod affinity places the Operator’s pod on a node that has pods with the app=test label.

The following pod anti-affinity example prevents the Operator pod from one or more specific nodes:

apiVersion: operators.coreos.com/v1alpha1
kind: Subscription
metadata:
  name: openshift-custom-metrics-autoscaler-operator
  namespace: openshift-keda
spec:
  name: my-package
  source: my-operators
  sourceNamespace: operator-registries
  config:
    affinity:
      podAntiAffinity:
        requiredDuringSchedulingIgnoredDuringExecution:
        - labelSelector:
            matchExpressions:
            - key: cpu
              operator: In
              values:
              - high
          topologyKey: kubernetes.io/hostname
#...

This pod anti-affinity prevents the Operator’s pod from being scheduled on a node that has pods with the cpu=high label.

To control the placement of an Operator pod, complete the following steps.

Procedure

  1. Install the Operator as usual.
  2. If needed, ensure that your nodes are labeled to properly respond to the affinity.
  3. Edit the Operator Subscription object to add an affinity:

    apiVersion: operators.coreos.com/v1alpha1
    kind: Subscription
    metadata:
      name: openshift-custom-metrics-autoscaler-operator
      namespace: openshift-keda
    spec:
      name: my-package
      source: my-operators
      sourceNamespace: operator-registries
      config:
        affinity:
          nodeAffinity:
            requiredDuringSchedulingIgnoredDuringExecution:
              nodeSelectorTerms:
              - matchExpressions:
                - key: kubernetes.io/hostname
                  operator: In
                  values:
                  - ip-10-0-185-229.ec2.internal
    #...

    where:

    spec.config.affinity
    Specifies a nodeAffinity, podAffinity, or podAntiAffinity. See the Additional resources section that follows for information about creating the affinity.

Verification

  • To ensure that the pod is deployed on the specific node, run the following command:

    $ oc get pods -o wide

    Example output

    NAME                                                  READY   STATUS    RESTARTS   AGE   IP            NODE                           NOMINATED NODE   READINESS GATES
    custom-metrics-autoscaler-operator-5dcc45d656-bhshg   1/1     Running   0          50s   10.131.0.20   ip-10-0-185-229.ec2.internal   <none>           <none>

4.2. Updating installed Operators

You can update Operators previously installed with Operator Lifecycle Manager (OLM) on your OpenShift Container Platform cluster.

Note

For information on how OLM handles updates for installed Operators colocated in the same namespace, as well as an alternative method for installing Operators with custom global Operator groups, see "Multitenancy and Operator colocation".

4.2.1. About preparing for an Operator update

You can change the update channel to start tracking and receiving updates from a newer channel to access new features and bug fixes. The subscription of an installed Operator specifies an update channel that tracks and receives updates for the Operator.

The names of update channels in a subscription can differ between Operators, but the naming scheme typically follows a common convention within a given Operator. For example, channel names might follow a minor release update stream for the application provided by the Operator (1.2, 1.3) or a release frequency (stable, fast).

Note

You cannot change installed Operators to a channel that is older than the current channel.

Red Hat Customer Portal Labs include an application that helps administrators prepare to update their Operators.

You can use these tools to search for Operators and verify the available Operator versions per update channel across different releases of OpenShift Container Platform. Operators managed by Cluster Version Operator (CVO) are not included.

4.2.2. Changing the update channel for an Operator

To change the update channel for an installed Operator, you can use the OpenShift Container Platform web console. The update channel determines which Operator versions your subscription tracks and receives.

Tip

If the approval strategy in the subscription is set to Automatic, the update process initiates as soon as a new Operator version is available in the selected channel. If the approval strategy is set to Manual, you must manually approve pending updates.

Prerequisites

  • An Operator previously installed using Operator Lifecycle Manager (OLM).

Procedure

  1. In the web console, navigate to EcosystemInstalled Operators.
  2. Click the name of the Operator you want to change the update channel for.
  3. Click the Subscription tab.
  4. Click the name of the update channel under Update channel.
  5. Click the newer update channel that you want to change to, then click Save.
  6. For subscriptions with an Automatic approval strategy, the update begins automatically. Navigate back to the EcosystemInstalled Operators page to monitor the progress of the update. When complete, the status changes to Succeeded and Up to date.

    For subscriptions with a Manual approval strategy, you can manually approve the update from the Subscription tab.

If an installed Operator has the approval strategy in its subscription set to Manual, you must manually approve the update before installation can begin. Manual approval reviews the changes and control when updates are applied to prevent unexpected downtime.

Prerequisites

  • An Operator previously installed using Operator Lifecycle Manager (OLM).

Procedure

  1. In the OpenShift Container Platform web console, navigate to EcosystemInstalled Operators.
  2. Operators that have a pending update display a status with Upgrade available. Click the name of the Operator you want to update.
  3. Click the Subscription tab. Any updates requiring approval are displayed next to Upgrade status. For example, it might display 1 requires approval.
  4. Click 1 requires approval, then click Preview Install Plan.
  5. Review the resources that are listed as available for update. When satisfied, click Approve.
  6. Navigate back to the EcosystemInstalled Operators page to monitor the progress of the update. When complete, the status changes to Succeeded and Up to date.

4.3. Deleting Operators from a cluster

You can delete Operators that were previously installed with Operator Lifecycle Manager (OLM) on your OpenShift Container Platform cluster.

Important

You must successfully and completely uninstall an Operator prior to attempting to reinstall the same Operator. Failure to fully uninstall the Operator properly can leave resources, such as a project or namespace, stuck in a "Terminating" state and cause "error resolving resource" messages to be observed when trying to reinstall the Operator.

For more information, see "Reinstalling Operators after failed uninstallation".

Cluster administrators can delete installed Operators from a selected namespace by using the web console.

Prerequisites

  • You have access to the OpenShift Container Platform cluster web console using an account with cluster-admin permissions.

Procedure

  1. Navigate to the EcosystemInstalled Operators page.
  2. Scroll or enter a keyword into the Filter by name field to find the Operator that you want to remove. Then, click on it.
  3. On the right side of the Operator Details page, select Uninstall Operator from the Actions list.

    An Uninstall Operator? dialog box is displayed.

  4. Select Uninstall to remove the Operator, Operator deployments, and pods. Following this action, the Operator stops running and no longer receives updates.

    Note

    This action does not remove resources managed by the Operator, including custom resource definitions (CRDs) and custom resources (CRs). Dashboards and navigation items enabled by the web console and off-cluster resources that continue to run might need manual clean up. To remove these after uninstalling the Operator, you might need to manually delete the Operator CRDs.

To remove an installed Operator from a namespace, cluster administrators can delete its subscription and cluster service version (CSV) by using the CLI.

Prerequisites

  • You have access to the OpenShift Container Platform cluster using an account with cluster-admin permissions.
  • The OpenShift CLI (oc) is installed on your workstation.

Procedure

  1. Ensure the latest version of the subscribed operator (for example, serverless-operator) is identified in the currentCSV field.

    $ oc get subscription.operators.coreos.com serverless-operator -n openshift-serverless -o yaml | grep currentCSV

    Example output

      currentCSV: serverless-operator.v1.28.0

  2. Delete the subscription (for example, serverless-operator):

    $ oc delete subscription.operators.coreos.com serverless-operator -n openshift-serverless

    Example output

    subscription.operators.coreos.com "serverless-operator" deleted

  3. Delete the CSV for the Operator in the target namespace using the currentCSV value from the previous step:

    $ oc delete clusterserviceversion serverless-operator.v1.28.0 -n openshift-serverless

    Example output

    clusterserviceversion.operators.coreos.com "serverless-operator.v1.28.0" deleted

4.3.3. Refreshing failing subscriptions

In Operator Lifecycle Manager (OLM), if you subscribe to an Operator that references images that are not accessible on your network, you can find jobs in the openshift-marketplace namespace that are failing with the following errors:

ImagePullBackOff for
Back-off pulling image "example.com/openshift4/ose-elasticsearch-operator-bundle@sha256:6d2587129c846ec28d384540322b40b05833e7e00b25cca584e004af9a1d292e"
rpc error: code = Unknown desc = error pinging docker registry example.com: Get "https://example.com/v2/": dial tcp: lookup example.com on 10.0.0.1:53: no such host

As a result, the subscription is stuck in this failing state and the Operator is unable to install or upgrade.

You can refresh a failing subscription by deleting the subscription, cluster service version (CSV), and other related objects. After recreating the subscription, OLM then reinstalls the correct version of the Operator.

Prerequisites

  • You have a failing subscription that is unable to pull an inaccessible bundle image.
  • You have confirmed that the correct bundle image is accessible.

Procedure

  1. Get the names of the Subscription and ClusterServiceVersion objects from the namespace where the Operator is installed:

    $ oc get sub,csv -n <namespace>

    Example output

    NAME                                                       PACKAGE                  SOURCE             CHANNEL
    subscription.operators.coreos.com/elasticsearch-operator   elasticsearch-operator   redhat-operators   5.0
    
    NAME                                                                         DISPLAY                            VERSION    REPLACES   PHASE
    clusterserviceversion.operators.coreos.com/elasticsearch-operator.5.0.0-65   OpenShift Elasticsearch Operator   5.0.0-65              Succeeded

  2. Delete the subscription:

    $ oc delete subscription <subscription_name> -n <namespace>
  3. Delete the cluster service version:

    $ oc delete csv <csv_name> -n <namespace>
  4. Get the names of any failing jobs and related config maps in the openshift-marketplace namespace:

    $ oc get job,configmap -n openshift-marketplace

    Example output

    NAME                                                                        COMPLETIONS   DURATION   AGE
    job.batch/1de9443b6324e629ddf31fed0a853a121275806170e34c926d69e53a7fcbccb   1/1           26s        9m30s
    
    NAME                                                                        DATA   AGE
    configmap/1de9443b6324e629ddf31fed0a853a121275806170e34c926d69e53a7fcbccb   3      9m30s

  5. Delete the job:

    $ oc delete job <job_name> -n openshift-marketplace

    This ensures pods that try to pull the inaccessible image are not recreated.

  6. Delete the config map:

    $ oc delete configmap <configmap_name> -n openshift-marketplace
  7. Reinstall the Operator using the software catalog in the web console.

Verification

  • Check that the Operator has been reinstalled successfully:

    $ oc get sub,csv,installplan -n <namespace>

Cluster administrators can enable or disable Operator Lifecycle Manager (OLM) cluster features by editing the OLMConfig custom resource (CR) named cluster in OpenShift Container Platform.

4.4.1. Disabling copied CSVs

To reduce memory, etcd, and network usage on large OpenShift Container Platform clusters, you can disable copied cluster service versions (CSVs) for Operators installed in AllNamespaces mode through the cluster OLMConfig.

When an Operator is installed by Operator Lifecycle Manager (OLM), a simplified copy of its cluster service version (CSV) is created by default in every namespace that the Operator is configured to watch. These CSVs are known as copied CSVs and communicate to users which controllers are actively reconciling resource events in a given namespace.

When an Operator is configured to use the AllNamespaces install mode, versus targeting a single or specified set of namespaces, a copied CSV for the Operator is created in every namespace on the cluster. On especially large clusters, with namespaces and installed Operators potentially in the hundreds or thousands, copied CSVs consume an untenable amount of resources, such as OLM’s memory usage, cluster etcd limits, and networking.

Note

If you disable copied CSVs, an Operator installed in AllNamespaces mode has their CSV copied only to the openshift namespace, instead of every namespace on the cluster. In disabled copied CSVs mode, the behavior differs between the web console and CLI:

  • In the web console, the default behavior is modified to show copied CSVs from the openshift namespace in every namespace, even though the CSVs are not actually copied to every namespace. This allows regular users to still be able to view the details of these Operators in their namespaces and create related custom resources (CRs).
  • In the OpenShift CLI (oc), regular users can view Operators installed directly in their namespaces by using the oc get csvs command, but the copied CSVs from the openshift namespace are not visible in their namespaces. Operators affected by this limitation are still available and continue to reconcile events in the user’s namespace.

    To view a full list of installed global Operators, similar to the web console behavior, all authenticated users can run the following command:

    $ oc get csvs -n openshift

Procedure

  • Edit the OLMConfig object named cluster and set the spec.features.disableCopiedCSVs field to true:

    $ oc apply -f - <<EOF
    apiVersion: operators.coreos.com/v1
    kind: OLMConfig
    metadata:
      name: cluster
    spec:
      features:
        disableCopiedCSVs: true 
    1
    
    EOF
    1
    Disabled copied CSVs for AllNamespaces install mode Operators

Verification

  • When copied CSVs are disabled, OLM captures this information in an event in the Operator’s namespace:

    $ oc get events

    Example output

    LAST SEEN   TYPE      REASON               OBJECT                                MESSAGE
    85s         Warning   DisabledCopiedCSVs   clusterserviceversion/my-csv.v1.0.0   CSV copying disabled for operators/my-csv.v1.0.0

    When the spec.features.disableCopiedCSVs field is missing or set to false, OLM recreates the copied CSVs for all Operators installed with the AllNamespaces mode and deletes the previously mentioned events.

Additional resources

If a global proxy is configured on your OpenShift Container Platform cluster, Operator Lifecycle Manager (OLM) automatically configures Operators that it manages with the cluster-wide proxy. However, you can also configure installed Operators to override the global proxy or inject a custom CA certificate.

4.5.1. Overriding proxy settings of an Operator

If a cluster-wide egress proxy is configured, Operators running with Operator Lifecycle Manager (OLM) inherit the cluster-wide proxy settings on their deployments. Cluster administrators can also override these proxy settings by configuring the subscription of an Operator.

Important

Operators must handle setting environment variables for proxy settings in the pods for any managed Operands.

Prerequisites

  • Access to an OpenShift Container Platform cluster using an account with cluster-admin permissions.

Procedure

  1. Navigate in the web console to the Ecosystem → Software Catalog page.
  2. Select the Operator and click Install.
  3. On the Install Operator page, modify the Subscription object to include one or more of the following environment variables in the spec section:

    • HTTP_PROXY
    • HTTPS_PROXY
    • NO_PROXY

    For example:

    Subscription object with proxy setting overrides

    apiVersion: operators.coreos.com/v1alpha1
    kind: Subscription
    metadata:
      name: etcd-config-test
      namespace: openshift-operators
    spec:
      config:
        env:
        - name: HTTP_PROXY
          value: test_http
        - name: HTTPS_PROXY
          value: test_https
        - name: NO_PROXY
          value: test
      channel: clusterwide-alpha
      installPlanApproval: Automatic
      name: etcd
      source: community-operators
      sourceNamespace: openshift-marketplace
      startingCSV: etcdoperator.v0.9.4-clusterwide

    Note

    These environment variables can also be unset using an empty value to remove any previously set cluster-wide or custom proxy settings.

    OLM handles these environment variables as a unit; if at least one of them is set, all three are considered overridden and the cluster-wide defaults are not used for the deployments of the subscribed Operator.

  4. Click Install to make the Operator available to the selected namespaces.
  5. After the CSV for the Operator appears in the relevant namespace, you can verify that custom proxy environment variables are set in the deployment. For example, using the CLI:

    $ oc get deployment -n openshift-operators \
        etcd-operator -o yaml \
        | grep -i "PROXY" -A 2

    Example output

            - name: HTTP_PROXY
              value: test_http
            - name: HTTPS_PROXY
              value: test_https
            - name: NO_PROXY
              value: test
            image: quay.io/coreos/etcd-operator@sha256:66a37fd61a06a43969854ee6d3e21088a98b93838e284a6086b13917f96b0d9c
    ...

4.5.2. Injecting a custom CA certificate

When a cluster administrator adds a custom CA certificate to a cluster using a config map, the Cluster Network Operator merges the user-provided certificates and system CA certificates into a single bundle. You can inject this merged bundle into your Operator running on Operator Lifecycle Manager (OLM), which is useful if you have a man-in-the-middle HTTPS proxy.

Prerequisites

  • Access to an OpenShift Container Platform cluster using an account with cluster-admin permissions.
  • Custom CA certificate added to the cluster using a config map.
  • Desired Operator installed and running on OLM.

Procedure

  1. Create an empty config map in the namespace where the subscription for your Operator exists and include the following label:

    apiVersion: v1
    kind: ConfigMap
    metadata:
      name: trusted-ca 
    1
    
      labels:
        config.openshift.io/inject-trusted-cabundle: "true" 
    2
    1
    Name of the config map.
    2
    Requests the Cluster Network Operator to inject the merged bundle.

    After creating this config map, it is immediately populated with the certificate contents of the merged bundle.

  2. Update the Subscription object to include a spec.config section that mounts the trusted-ca config map as a volume to each container within a pod that requires a custom CA:

    apiVersion: operators.coreos.com/v1alpha1
    kind: Subscription
    metadata:
      name: my-operator
    spec:
      package: etcd
      channel: alpha
      config: 
    1
    
        selector:
          matchLabels:
            <labels_for_pods> 
    2
    
        volumes: 
    3
    
        - name: trusted-ca
          configMap:
            name: trusted-ca
            items:
              - key: ca-bundle.crt 
    4
    
                path: tls-ca-bundle.pem 
    5
    
        volumeMounts: 
    6
    
        - name: trusted-ca
          mountPath: /etc/pki/ca-trust/extracted/pem
          readOnly: true
    1
    Add a config section if it does not exist.
    2
    Specify labels to match pods that are owned by the Operator.
    3
    Create a trusted-ca volume.
    4
    ca-bundle.crt is required as the config map key.
    5
    tls-ca-bundle.pem is required as the config map path.
    6
    Create a trusted-ca volume mount.
    Note

    Deployments of an Operator can fail to validate the authority and display a x509 certificate signed by unknown authority error. This error can occur even after injecting a custom CA when using the subscription of an Operator. In this case, you can set the mountPath as /etc/ssl/certs for trusted-ca by using the subscription of an Operator.

4.6. Viewing Operator status

You can view the status of installed Operators in OpenShift Container Platform through Operator Lifecycle Manager (OLM). OLM reports subscription and catalog source conditions to help you assess Operator health.

4.6.1. Operator subscription condition types

Subscriptions can report the following condition types:

Expand
Table 4.1. Subscription condition types
ConditionDescription

CatalogSourcesUnhealthy

Some or all of the catalog sources to be used in resolution are unhealthy.

InstallPlanMissing

An install plan for a subscription is missing.

InstallPlanPending

An install plan for a subscription is pending installation.

InstallPlanFailed

An install plan for a subscription has failed.

ResolutionFailed

The dependency resolution for a subscription has failed.

Note

Default OpenShift Container Platform cluster Operators are managed by the Cluster Version Operator (CVO) and they do not have a Subscription object. Application Operators are managed by Operator Lifecycle Manager (OLM) and they have a Subscription object.

You can view Operator subscription status by using the CLI.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. List Operator subscriptions:

    $ oc get subs -n <operator_namespace>
  2. Use the oc describe command to inspect a Subscription resource:

    $ oc describe sub <subscription_name> -n <operator_namespace>
  3. In the command output, find the Conditions section for the status of Operator subscription condition types. In the following example, the CatalogSourcesUnhealthy condition type has a status of false because all available catalog sources are healthy:

    Example output

    Name:         cluster-logging
    Namespace:    openshift-logging
    Labels:       operators.coreos.com/cluster-logging.openshift-logging=
    Annotations:  <none>
    API Version:  operators.coreos.com/v1alpha1
    Kind:         Subscription
    # ...
    Conditions:
       Last Transition Time:  2019-07-29T13:42:57Z
       Message:               all available catalogsources are healthy
       Reason:                AllCatalogSourcesHealthy
       Status:                False
       Type:                  CatalogSourcesUnhealthy
    # ...

    Note

    Default OpenShift Container Platform cluster Operators are managed by the Cluster Version Operator (CVO) and they do not have a Subscription object. Application Operators are managed by Operator Lifecycle Manager (OLM) and they have a Subscription object.

You can view the status of an Operator catalog source by using the CLI.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. List the catalog sources in a namespace. For example, you can check the openshift-marketplace namespace, which is used for cluster-wide catalog sources:

    $ oc get catalogsources -n openshift-marketplace

    Example output

    NAME                  DISPLAY               TYPE   PUBLISHER   AGE
    certified-operators   Certified Operators   grpc   Red Hat     55m
    community-operators   Community Operators   grpc   Red Hat     55m
    example-catalog       Example Catalog       grpc   Example Org 2m25s
    redhat-operators      Red Hat Operators     grpc   Red Hat     55m

  2. Use the oc describe command to get more details and status about a catalog source:

    $ oc describe catalogsource example-catalog -n openshift-marketplace

    Example output

    Name:         example-catalog
    Namespace:    openshift-marketplace
    Labels:       <none>
    Annotations:  operatorframework.io/managed-by: marketplace-operator
                  target.workload.openshift.io/management: {"effect": "PreferredDuringScheduling"}
    API Version:  operators.coreos.com/v1alpha1
    Kind:         CatalogSource
    # ...
    Status:
      Connection State:
        Address:              example-catalog.openshift-marketplace.svc:50051
        Last Connect:         2021-09-09T17:07:35Z
        Last Observed State:  TRANSIENT_FAILURE
      Registry Service:
        Created At:         2021-09-09T17:05:45Z
        Port:               50051
        Protocol:           grpc
        Service Name:       example-catalog
        Service Namespace:  openshift-marketplace
    # ...

    In the preceding example output, the last observed state is TRANSIENT_FAILURE. This state indicates that there is a problem establishing a connection for the catalog source.

  3. List the pods in the namespace where your catalog source was created:

    $ oc get pods -n openshift-marketplace

    Example output

    NAME                                    READY   STATUS             RESTARTS   AGE
    certified-operators-cv9nn               1/1     Running            0          36m
    community-operators-6v8lp               1/1     Running            0          36m
    marketplace-operator-86bfc75f9b-jkgbc   1/1     Running            0          42m
    example-catalog-bwt8z                   0/1     ImagePullBackOff   0          3m55s
    redhat-operators-smxx8                  1/1     Running            0          36m

    When a catalog source is created in a namespace, a pod for the catalog source is created in that namespace. In the preceding example output, the status for the example-catalog-bwt8z pod is ImagePullBackOff. This status indicates that there is an issue pulling the catalog source’s index image.

  4. Use the oc describe command to inspect a pod for more detailed information:

    $ oc describe pod example-catalog-bwt8z -n openshift-marketplace

    Example output

    Name:         example-catalog-bwt8z
    Namespace:    openshift-marketplace
    Priority:     0
    Node:         ci-ln-jyryyg2-f76d1-ggdbq-worker-b-vsxjd/10.0.128.2
    ...
    Events:
      Type     Reason          Age                From               Message
      ----     ------          ----               ----               -------
      Normal   Scheduled       48s                default-scheduler  Successfully assigned openshift-marketplace/example-catalog-bwt8z to ci-ln-jyryyf2-f76d1-fgdbq-worker-b-vsxjd
      Normal   AddedInterface  47s                multus             Add eth0 [10.131.0.40/23] from openshift-sdn
      Normal   BackOff         20s (x2 over 46s)  kubelet            Back-off pulling image "quay.io/example-org/example-catalog:v1"
      Warning  Failed          20s (x2 over 46s)  kubelet            Error: ImagePullBackOff
      Normal   Pulling         8s (x3 over 47s)   kubelet            Pulling image "quay.io/example-org/example-catalog:v1"
      Warning  Failed          8s (x3 over 47s)   kubelet            Failed to pull image "quay.io/example-org/example-catalog:v1": rpc error: code = Unknown desc = reading manifest v1 in quay.io/example-org/example-catalog: unauthorized: access to the requested resource is not authorized
      Warning  Failed          8s (x3 over 47s)   kubelet            Error: ErrImagePull

    In the preceding example output, the error messages indicate that the catalog source’s index image is failing to pull successfully because of an authorization issue. For example, the index image might be stored in a registry that requires login credentials.

4.7. Managing Operator conditions

You can manage Operator conditions in OpenShift Container Platform by using Operator Lifecycle Manager (OLM).

4.7.1. Overriding Operator conditions

As a cluster administrator, you might want to ignore a supported Operator condition reported by an Operator. When present, Operator conditions in the Spec.Overrides array override the conditions in the Spec.Conditions array, allowing cluster administrators to deal with situations where an Operator is incorrectly reporting a state to Operator Lifecycle Manager (OLM).

Note

By default, the Spec.Overrides array is not present in an OperatorCondition object until it is added by a cluster administrator . The Spec.Conditions array is also not present until it is either added by a user or as a result of custom Operator logic.

For example, consider a known version of an Operator that always communicates that it is not upgradeable. In this instance, you might want to upgrade the Operator despite the Operator communicating that it is not upgradeable. This could be accomplished by overriding the Operator condition by adding the condition type and status to the Spec.Overrides array in the OperatorCondition object.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.
  • An Operator with an OperatorCondition object, installed using OLM.

Procedure

  1. Edit the OperatorCondition object for the Operator:

    $ oc edit operatorcondition <name>
  2. Add a Spec.Overrides array to the object:

    Example Operator condition override

    apiVersion: operators.coreos.com/v2
    kind: OperatorCondition
    metadata:
      name: my-operator
      namespace: operators
    spec:
      overrides:
      - type: Upgradeable
        status: "True"
        reason: "upgradeIsSafe"
        message: "This is a known issue with the Operator where it always reports that it cannot be upgraded."
      conditions:
      - type: Upgradeable
        status: "False"
        reason: "migration"
        message: "The operator is performing a migration."
        lastTransitionTime: "2020-08-24T23:15:55Z"

    Setting the 'type' field to Upgradeable allows the cluster administrator to change the upgrade readiness to True.

Operator Lifecycle Manager (OLM) automatically creates an OperatorCondition resource for each ClusterServiceVersion resource that it reconciles. All service accounts in the CSV are granted the RBAC to interact with the OperatorCondition owned by the Operator.

An Operator author can develop their Operator to use the operator-lib library such that, after the Operator has been deployed by OLM, it can set its own conditions. For more resources about setting Operator conditions as an Operator author, see the Enabling Operator conditions page.

4.7.2.1. Setting defaults

In an effort to remain backwards compatible, OLM treats the absence of an OperatorCondition resource as opting out of the condition. Therefore, an Operator that opts in to using Operator conditions should set default conditions before the ready probe for the pod is set to true. This provides the Operator with a grace period to update the condition to the correct state.

Cluster administrators can use Operator groups to allow regular users to install Operators.

4.8.1. Understanding Operator installation policy

By default, Operator Lifecycle Manager (OLM) runs with cluster-admin privileges and grants any permissions that an Operator author specifies in its cluster service version (CSV).

Operator authors can specify any set of permissions in the cluster service version (CSV), and OLM consequently grants it to the Operator.

To ensure that an Operator cannot achieve cluster-scoped privileges and that users cannot escalate privileges using OLM, Cluster administrators can manually audit Operators before they are added to the cluster. Cluster administrators are also provided tools for determining and constraining which actions are allowed during an Operator installation or upgrade using service accounts.

Cluster administrators can associate an Operator group with a service account that has a set of privileges granted to it. The service account sets policy on Operators to ensure they only run within predetermined boundaries by using role-based access control (RBAC) rules. As a result, the Operator is unable to do anything that is not explicitly permitted by those rules.

By employing Operator groups, users with enough privileges can install Operators with a limited scope. As a result, more of the Operator Framework tools can safely be made available to more users, providing a richer experience for building applications with Operators.

Note

Role-based access control (RBAC) for Subscription objects is automatically granted to every user with the edit or admin role in a namespace. However, RBAC does not exist on OperatorGroup objects; this absence is what prevents regular users from installing Operators. Preinstalling Operator groups is effectively what gives installation privileges.

Keep the following points in mind when associating an Operator group with a service account:

  • The APIService and CustomResourceDefinition resources are always created by OLM using the cluster-admin role. A service account associated with an Operator group should never be granted privileges to write these resources.
  • Any Operator tied to this Operator group is now confined to the permissions granted to the specified service account. If the Operator asks for permissions that are outside the scope of the service account, the install fails with appropriate errors so the cluster administrator can troubleshoot and resolve the issue.
4.8.1.1. Installation scenarios

To predict the success of an installation or update operation, review the scenarios Operator Lifecycle Manager (OLM) considers when installing or upgrading an Operator.

OLM considers the following Operator group scenarios When installing or upgrading an Operator:

  • A cluster administrator creates a new Operator group and specifies a service account. All Operator(s) associated with this Operator group are installed and run against the privileges granted to the service account.
  • A cluster administrator creates a new Operator group and does not specify any service account. OpenShift Container Platform maintains backward compatibility, so the default behavior remains and Operator installs and upgrades are permitted.
  • For existing Operator groups that do not specify a service account, the default behavior remains and Operator installs and upgrades are permitted.
  • A cluster administrator updates an existing Operator group and specifies a service account. OLM allows the existing Operator to continue to run with their current privileges. When such an existing Operator is going through an upgrade, it is reinstalled and run against the privileges granted to the service account like any new Operator.
  • A service account specified by an Operator group changes by adding or removing permissions, or the existing service account is swapped with a new one. When existing Operators go through an upgrade, it is reinstalled and run against the privileges granted to the updated service account like any new Operator.
  • A cluster administrator removes the service account from an Operator group. The default behavior remains and Operator installs and upgrades are permitted.
4.8.1.2. Installation workflow

To troubleshoot installation or update issues, review the workflow Operator Lifecycle Manager (OLM) follows during the installation process.

When an Operator group specifies a service account, OLM completes the following steps:

  1. OLM picks up the Subscription object.
  2. OLM fetches the Operator group linked to the subscription.
  3. OLM checks if the Operator group specifies a service account.
  4. OLM creates a client scoped to the service account and uses it to install the Operator, ensuring permissions remain confined to that service account.
  5. OLM creates a new service account with the permissions specified in the CSV and assigns it to the Operator. The Operator then runs using this assigned service account.

4.8.2. Scoping Operator installations

To provide scoping rules to Operator installations and upgrades on Operator Lifecycle Manager (OLM), associate a service account with an Operator group.

Using this example, a cluster administrator can confine a set of Operators to a designated namespace.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. Create a new namespace:

    Example command that creates a Namespace object

    $ cat <<EOF | oc create -f -
    apiVersion: v1
    kind: Namespace
    metadata:
      name: scoped
    EOF

  2. Allocate permissions that you want the Operator(s) to be confined to. This involves creating a new service account, relevant role(s), and role binding(s) in the newly created, designated namespace:

    1. Create a service account by running the following command:

      Example command that creates a ServiceAccount object

      $ cat <<EOF | oc create -f -
      apiVersion: v1
      kind: ServiceAccount
      metadata:
        name: scoped
        namespace: scoped
      EOF

    2. Create a secret by running the following command:

      Example command that creates a long-lived API token Secret object

      $ cat <<EOF | oc create -f -
      apiVersion: v1
      kind: Secret
      type: kubernetes.io/service-account-token
      metadata:
        name: scoped
        namespace: scoped
        annotations:
          kubernetes.io/service-account.name: scoped
      EOF

      The secret must be a long-lived API token, which is used by the service account.

    3. Create a role by running the following command.

      Warning

      In this example, the role grants the service account permissions to do anything in the designated namespace for demonostration purposes only. In a production environment, you should create a more fine-grained set of permissions. For more information, see "Fine-grained permissions".

      Example command that creates Role and RoleBinding objects

      $ cat <<EOF | oc create -f -
      apiVersion: rbac.authorization.k8s.io/v1
      kind: Role
      metadata:
        name: scoped
        namespace: scoped
      rules:
      - apiGroups: ["*"]
        resources: ["*"]
        verbs: ["*"]
      ---
      apiVersion: rbac.authorization.k8s.io/v1
      kind: RoleBinding
      metadata:
        name: scoped-bindings
        namespace: scoped
      roleRef:
        apiGroup: rbac.authorization.k8s.io
        kind: Role
        name: scoped
      subjects:
      - kind: ServiceAccount
        name: scoped
        namespace: scoped
      EOF

  3. Create an OperatorGroup object in the designated namespace by running the following command. This Operator group targets the designated namespace to ensure that its tenancy is confined to it. In addition, Operator groups allow a user to specify a service account.

    Example command that creates an OperatorGroup object

    $ cat <<EOF | oc create -f -
    apiVersion: operators.coreos.com/v1
    kind: OperatorGroup
    metadata:
      name: scoped
      namespace: scoped
    spec:
      serviceAccountName: scoped
      targetNamespaces:
      - scoped
    EOF

    Specify the service account created in the previous step. Any Operator installed in the designated namespace is tied to this Operator group and therefore to the service account specified.

  4. Create a Subscription object in the designated namespace to install an Operator:

    Example command that creates a Subscription object

    $ cat <<EOF | oc create -f -
    apiVersion: operators.coreos.com/v1alpha1
    kind: Subscription
    metadata:
      name: openshift-cert-manager-operator
      namespace: scoped
    spec:
      channel: stable-v1
      name: openshift-cert-manager-operator
      source: <catalog_source_name>
      sourceNamespace: <catalog_source_namespace>
    EOF

    where:

    <catalog_source_name>
    Specifies a catalog source that already exists in the designated namespace or one that is in the global catalog namespace, for example redhat-operators.
    <catalog_source_namespace>

    Specifies a namespace where the catalog source was created, for example openshift-marketplace for the redhat-operators catalog.

    Any Operator tied to this Operator group is confined to the permissions granted to the specified service account. If the Operator requests permissions that are outside the scope of the service account, the installation fails with relevant errors.

4.8.2.1. Fine-grained permissions

Operator Lifecycle Manager (OLM) uses the service account specified in the Operator group to restrict an Operator to a designated namespace. During Operator installation and updates, OLM uses this service account to manage cluster resources.

To restrict Operators to a designated namespace, grant the following permissions to the service account:

  • ClusterServiceVersion
  • Subscription
  • Secret
  • ServiceAccount
  • Service
  • ClusterRole and ClusterRoleBinding
  • Role and RoleBinding
Note

The following role configuration is a generic example. Your Operator might require additional rules.

kind: Role
rules:
- apiGroups: ["operators.coreos.com"]
  resources: ["subscriptions", "clusterserviceversions"]
  verbs: ["get", "create", "update", "patch"]
- apiGroups: [""]
  resources: ["services", "serviceaccounts"]
  verbs: ["get", "create", "update", "patch"]
- apiGroups: ["rbac.authorization.k8s.io"]
  resources: ["roles", "rolebindings"]
  verbs: ["get", "create", "update", "patch"]
- apiGroups: ["apps"]
  resources: ["deployments"]
  verbs: ["list", "watch", "get", "create", "update", "patch", "delete"]
- apiGroups: [""]
  resources: ["pods"]
  verbs: ["list", "watch", "get", "create", "update", "patch", "delete"]

Set permissions in the rules.apiGroups fields for apps and core "" resources so the service account can create deployments and pods.

If an Operator specifies a pull secret, add the following permissions:

kind: ClusterRole
rules:
- apiGroups: [""]
  resources: ["secrets"]
  verbs: ["get"]
---
kind: Role
rules:
- apiGroups: [""]
  resources: ["secrets"]
  verbs: ["create", "update", "patch"]

The ClusterRole object allows the service account to retrieve secrets from the OLM namespace.

4.8.3. Operator catalog access control

The Operators in a catalog created in the global catalog openshift-marketplace namespace are available cluster-wide to all namespaces. The Operators in a catalog created in other namespaces are available in the same namespace as the catalog.

On clusters where non-cluster administrator users have been delegated Operator installation privileges, cluster administrators might want to further control or restrict the set of Operators those users are allowed to install. This can be achieved with the following actions:

  1. Disable all of the default global catalogs.
  2. Enable custom, curated catalogs in the same namespace where the relevant Operator groups have been preinstalled.

4.8.4. Troubleshooting permission failures

If an Operator installation fails due to a lack of permissions, identify which specific permissions are missing.

Procedure

  1. Review the Subscription object. Its status has an object reference installPlanRef that points to the InstallPlan object that attempted to create the necessary [Cluster]Role[Binding] object(s) for the Operator:

    apiVersion: operators.coreos.com/v1
    kind: Subscription
    metadata:
      name: etcd
      namespace: scoped
    status:
      installPlanRef:
        apiVersion: operators.coreos.com/v1
        kind: InstallPlan
        name: install-4plp8
        namespace: scoped
        resourceVersion: "117359"
        uid: 2c1df80e-afea-11e9-bce3-5254009c9c23
  2. Check the status of the InstallPlan object for any errors:

    apiVersion: operators.coreos.com/v1
    kind: InstallPlan
    status:
      conditions:
      - lastTransitionTime: "2019-07-26T21:13:10Z"
        lastUpdateTime: "2019-07-26T21:13:10Z"
        message: 'error creating clusterrole etcdoperator.v0.9.4-clusterwide-dsfx4: clusterroles.rbac.authorization.k8s.io
          is forbidden: User "system:serviceaccount:scoped:scoped" cannot create resource
          "clusterroles" in API group "rbac.authorization.k8s.io" at the cluster scope'
        reason: InstallComponentFailed
        status: "False"
        type: Installed
      phase: Failed

    The error message tells you:

    • The type of resource it failed to create, including the API group of the resource. In this case, it was clusterroles in the rbac.authorization.k8s.io group.
    • The name of the resource.
    • The type of error: is forbidden tells you that the user does not have enough permission to do the operation.
    • The name of the user who attempted to create or update the resource. In this case, it refers to the service account specified in the Operator group.
    • The scope of the operation: cluster scope or not.

      The user can add the missing permission to the service account and then iterate.

      Note

      Operator Lifecycle Manager (OLM) does not currently provide the complete list of errors on the first try.

4.9. Managing custom catalogs

Cluster administrators and Operator catalog maintainers can create and manage custom catalogs packaged using the bundle format on Operator Lifecycle Manager (OLM) in OpenShift Container Platform.

Important

Kubernetes periodically deprecates certain APIs that are removed in subsequent releases. As a result, Operators are unable to use removed APIs starting with the version of OpenShift Container Platform that uses the Kubernetes version that removed the API.

4.9.1. Prerequisites

  • You have installed the opm CLI.

4.9.2. File-based catalogs

File-based catalogs are the latest iteration of the catalog format in Operator Lifecycle Manager (OLM). It is a plain text-based (JSON or YAML) and declarative config evolution of the earlier SQLite database format, and it is fully backwards compatible.

Important

As of OpenShift Container Platform 4.11, the default Red Hat-provided Operator catalog releases in the file-based catalog format. The default Red Hat-provided Operator catalogs for OpenShift Container Platform 4.6 through 4.10 released in the deprecated SQLite database format.

The opm subcommands, flags, and functionality related to the SQLite database format are also deprecated and will be removed in a future release. The features are still supported and must be used for catalogs that use the deprecated SQLite database format.

Many of the opm subcommands and flags for working with the SQLite database format, such as opm index prune, do not work with the file-based catalog format. For more information about working with file-based catalogs, see "Operator Framework packaging format" and "Mirroring images for a disconnected installation using the oc-mirror plugin".

4.9.2.1. Creating a file-based catalog image

You can use the opm CLI to create a catalog image that uses the plain text file-based catalog format (JSON or YAML), which replaces the deprecated SQLite database format.

Prerequisites

  • You have installed the opm CLI.
  • You have podman version 1.9.3+.
  • A bundle image is built and pushed to a registry that supports Docker v2-2.

Procedure

  1. Initialize the catalog:

    1. Create a directory for the catalog by running the following command:

      $ mkdir <catalog_dir>
    2. Generate a Dockerfile that can build a catalog image by running the opm generate dockerfile command:

      $ opm generate dockerfile <catalog_dir> \
          -i registry.redhat.io/openshift4/ose-operator-registry-rhel9:v4.21

      + Specify the official Red Hat base image by using the -i flag, otherwise the Dockerfile uses the default upstream image.

      The Dockerfile must be in the same parent directory as the catalog directory that you created in the previous step:

      Example directory structure

      .
      ├── <catalog_dir>
      └── <catalog_dir>.Dockerfile

      where:

      .
      Specifies the parent directory.
      <catalog_dir>
      Specifies the catalog directory.
      <catalog_dir>.Dockerfile
      Specifies the Dockerfile generated by the opm generate dockerfile command.
    3. Populate the catalog with the package definition for your Operator by running the opm init command:

      $ opm init <operator_name> \
          --default-channel=preview \
          --description=./README.md \
          --icon=./operator-icon.svg \
          --output yaml \
          > <catalog_dir>/index.yaml
      • Replace the <operator_name> variable with the Operator or package, name.
      • The --default-channel flag specifies the channel that subscriptions default to if unspecified.
      • The --description flag specifies the path to the Operator’s README.md or other documentation.
      • The --icon flag specifies the path to the Operator’s icon.
      • The --output flag specifies the output format. JSON or YAML are valid values.
      • Replace the <catalog_dir> variable with the path for creating the catalog configuration file.

        This command generates an olm.package declarative config blob in the specified catalog configuration file.

  2. Add a bundle to the catalog by running the opm render command:

    $ opm render <registry>/<namespace>/<bundle_image_name>:<tag> \
        --output=yaml \
        >> <catalog_dir>/index.yaml

    where:

    <registry>/<namespace>/<bundle_image_name>:<tag>
    Specifies the pull spec for the bundle image.
    <catalog_dir>/index.yaml

    Specifies the path to the catalog configuration file.

    Note

    Channels must contain at least one bundle.

  3. Add a channel entry for the bundle. For example, modify the following example to your specifications, and add it to your <catalog_dir>/index.yaml file:

    Example channel entry

    ---
    schema: olm.channel
    package: <operator_name>
    name: preview
    entries:
      - name: <operator_name>.v0.1.0

    Ensure that you include the period (.) after the <operator_name>`variable but before the `v in the version. Otherwise, the entry fails to pass the opm validate command.

  4. Validate the file-based catalog:

    1. Run the opm validate command against the catalog directory:

      $ opm validate <catalog_dir>
    2. Check that the error code is 0:

      $ echo $?

      Example output

      0

  5. Build the catalog image by running the podman build command:

    $ podman build . \
        -f <catalog_dir>.Dockerfile \
        -t <registry>/<namespace>/<catalog_image_name>:<tag>
  6. Push the catalog image to a registry:

    1. If required, authenticate with your target registry by running the podman login command:

      $ podman login <registry>
    2. Push the catalog image by running the podman push command:

      $ podman push <registry>/<namespace>/<catalog_image_name>:<tag>

To keep your catalog accurate and ensure users can safely upgrade installed Operators, you can use the opm CLI to extract, edit, and rebuild a file-based catalog image. You can also specify deprecation messages for packages, channels, and bundles.

After you complete the changes, you can rebuild the image as an updated version of the catalog.

Note

Alternatively, if you already have a catalog image on a mirror registry, you can use the oc-mirror CLI plugin to automatically prune any removed images from an updated source version of that catalog image while mirroring it to the target registry.

For more information about the oc-mirror plugin and this use case, see the "Keeping your mirror registry content updated" section, and specifically the "Pruning images" subsection, of "Mirroring images for a disconnected installation using the oc-mirror plugin".

Prerequisites

  • You have the following on your workstation:

    • The opm CLI.
    • podman version 1.9.3+.
    • A file-based catalog image.
    • A catalog directory structure recently initialized on your workstation related to this catalog.

      If you do not have an initialized catalog directory, create the directory and generate the Dockerfile. For more information, see the "Initialize the catalog" step from the "Creating a file-based catalog image" procedure.

Procedure

  1. Extract the contents of the catalog image in YAML format to an index.yaml file in your catalog directory:

    $ opm render <registry>/<namespace>/<catalog_image_name>:<tag> \
        -o yaml > <catalog_dir>/index.yaml
    Note

    Alternatively, you can use the -o json flag to output in JSON format.

  2. Modify the contents of the resulting index.yaml file to your specifications:

    Important

    After a bundle has been published in a catalog, assume that one of your users has installed it. Ensure that all previously published bundles in a catalog have an update path to the current or newer channel head to avoid stranding users that have that version installed.

    • To add an Operator, follow the steps for creating package, bundle, and channel entries in the "Creating a file-based catalog image" procedure.
    • To remove an Operator, delete the set of olm.package, olm.channel, and olm.bundle blobs that relate to the package. The following example shows a set that must be deleted to remove the example-operator package from the catalog:

      Example removed entries

      ---
      defaultChannel: release-2.7
      icon:
        base64data: <base64_string>
        mediatype: image/svg+xml
      name: example-operator
      schema: olm.package
      ---
      entries:
      - name: example-operator.v2.7.0
        skipRange: '>=2.6.0 <2.7.0'
      - name: example-operator.v2.7.1
        replaces: example-operator.v2.7.0
        skipRange: '>=2.6.0 <2.7.1'
      - name: example-operator.v2.7.2
        replaces: example-operator.v2.7.1
        skipRange: '>=2.6.0 <2.7.2'
      - name: example-operator.v2.7.3
        replaces: example-operator.v2.7.2
        skipRange: '>=2.6.0 <2.7.3'
      - name: example-operator.v2.7.4
        replaces: example-operator.v2.7.3
        skipRange: '>=2.6.0 <2.7.4'
      name: release-2.7
      package: example-operator
      schema: olm.channel
      ---
      image: example.com/example-inc/example-operator-bundle@sha256:<digest>
      name: example-operator.v2.7.0
      package: example-operator
      properties:
      - type: olm.gvk
        value:
          group: example-group.example.io
          kind: MyObject
          version: v1alpha1
      - type: olm.gvk
        value:
          group: example-group.example.io
          kind: MyOtherObject
          version: v1beta1
      - type: olm.package
        value:
          packageName: example-operator
          version: 2.7.0
      - type: olm.bundle.object
        value:
          data: <base64_string>
      - type: olm.bundle.object
        value:
          data: <base64_string>
      relatedImages:
      - image: example.com/example-inc/example-related-image@sha256:<digest>
        name: example-related-image
      schema: olm.bundle
      ---

    • To add or update deprecation messages for an Operator, ensure there is a deprecations.yaml file in the same directory as the package’s index.yaml file. For information on the deprecations.yaml file format, see "olm.deprecations schema".
  3. Save your changes.
  4. Validate the catalog:

    $ opm validate <catalog_dir>
  5. Rebuild the catalog:

    $ podman build . \
        -f <catalog_dir>.Dockerfile \
        -t <registry>/<namespace>/<catalog_image_name>:<tag>
  6. Push the updated catalog image to a registry:

    $ podman push <registry>/<namespace>/<catalog_image_name>:<tag>

Verification

  1. In the web console, navigate to the OperatorHub configuration resource in the AdministrationCluster SettingsConfiguration page.
  2. Add the catalog source or update the existing catalog source to use the pull spec for your updated catalog image.

    For more information, see "Adding a catalog source to a cluster".

  3. After the catalog source is in a READY state, navigate to the EcosystemSoftware Catalog page. Select Operators under the Type heading and check that the changes you made are reflected in the list of Operators.

4.9.3. SQLite-based catalogs

SQLite-based Operator catalogs in OpenShift Container Platform use index images that you create, update, and prune with the opm CLI.

Important

The SQLite database format for Operator catalogs is a deprecated feature. Deprecated functionality is still included in OpenShift Container Platform and continues to be supported; however, it will be removed in a future release of this product and is not recommended for new deployments.

For the most recent list of major functionality that has been deprecated or removed within OpenShift Container Platform, refer to the Deprecated and removed features section of the OpenShift Container Platform release notes.

4.9.3.1. Creating a SQLite-based index image

You can create an index image based on the SQLite database format by using the opm CLI.

Prerequisites

  • You have installed the opm CLI.
  • You have podman version 1.9.3+.
  • A bundle image is built and pushed to a registry that supports Docker v2-2.

Procedure

  1. Start a new index:

    $ opm index add \
        --bundles <registry>/<namespace>/<bundle_image_name>:<tag> \
    1
    
        --tag <registry>/<namespace>/<index_image_name>:<tag> \
    2
    
        [--binary-image <registry_base_image>] 
    3
    1
    Comma-separated list of bundle images to add to the index.
    2
    The image tag that you want the index image to have.
    3
    Optional: An alternative registry base image to use for serving the catalog.
  2. Push the index image to a registry.

    1. If required, authenticate with your target registry:

      $ podman login <registry>
    2. Push the index image:

      $ podman push <registry>/<namespace>/<index_image_name>:<tag>
4.9.3.2. Updating a SQLite-based index image

After configuring the software catalog to use a catalog source that references a custom index image, cluster administrators can keep the available Operators on their cluster up-to-date by adding bundle images to the index image.

You can update an existing index image using the opm index add command.

Prerequisites

  • You have installed the opm CLI.
  • You have podman version 1.9.3+.
  • An index image is built and pushed to a registry.
  • You have an existing catalog source referencing the index image.

Procedure

  1. Update the existing index by adding bundle images:

    $ opm index add \
        --bundles <registry>/<namespace>/<new_bundle_image>@sha256:<digest> \
    1
    
        --from-index <registry>/<namespace>/<existing_index_image>:<existing_tag> \
    2
    
        --tag <registry>/<namespace>/<existing_index_image>:<updated_tag> \
    3
    
        --pull-tool podman 
    4
    1
    The --bundles flag specifies a comma-separated list of additional bundle images to add to the index.
    2
    The --from-index flag specifies the previously pushed index.
    3
    The --tag flag specifies the image tag to apply to the updated index image.
    4
    The --pull-tool flag specifies the tool used to pull container images.

    where:

    <registry>
    Specifies the hostname of the registry, such as quay.io or mirror.example.com.
    <namespace>
    Specifies the namespace of the registry, such as ocs-dev or abc.
    <new_bundle_image>
    Specifies the new bundle image to add to the registry, such as ocs-operator.
    <digest>
    Specifies the SHA image ID, or digest, of the bundle image, such as c7f11097a628f092d8bad148406aa0e0951094a03445fd4bc0775431ef683a41.
    <existing_index_image>
    Specifies the previously pushed image, such as abc-redhat-operator-index.
    <existing_tag>
    Specifies a previously pushed image tag, such as 4.21.
    <updated_tag>
    Specifies the image tag to apply to the updated index image, such as 4.21.1.

    Example command

    $ opm index add \
        --bundles quay.io/ocs-dev/ocs-operator@sha256:c7f11097a628f092d8bad148406aa0e0951094a03445fd4bc0775431ef683a41 \
        --from-index mirror.example.com/abc/abc-redhat-operator-index:4.21 \
        --tag mirror.example.com/abc/abc-redhat-operator-index:4.21.1 \
        --pull-tool podman

  2. Push the updated index image:

    $ podman push <registry>/<namespace>/<existing_index_image>:<updated_tag>
  3. After Operator Lifecycle Manager (OLM) automatically polls the index image referenced in the catalog source at its regular interval, verify that the new packages are successfully added:

    $ oc get packagemanifests -n openshift-marketplace
4.9.3.3. Filtering a SQLite-based index image

An index image, based on the Operator bundle format, is a containerized snapshot of an Operator catalog. You can filter, or prune, an index of all but a specified list of packages, which creates a copy of the source index containing only the Operators that you want.

Prerequisites

  • You have podman version 1.9.3+.
  • You have grpcurl (third-party command-line tool).
  • You have installed the opm CLI.
  • You have access to a registry that supports Docker v2-2.

Procedure

  1. Authenticate with your target registry:

    $ podman login <target_registry>
  2. Determine the list of packages you want to include in your pruned index.

    1. Run the source index image that you want to prune in a container. For example:

      $ podman run -p50051:50051 \
          -it registry.redhat.io/redhat/redhat-operator-index:v4.21

      Example output

      Trying to pull registry.redhat.io/redhat/redhat-operator-index:v4.21...
      Getting image source signatures
      Copying blob ae8a0c23f5b1 done
      ...
      INFO[0000] serving registry                              database=/database/index.db port=50051

    2. In a separate terminal session, use the grpcurl command to get a list of the packages provided by the index:

      $ grpcurl -plaintext localhost:50051 api.Registry/ListPackages > packages.out
    3. Inspect the packages.out file and identify which package names from this list you want to keep in your pruned index. For example:

      Example snippets of packages list

      ...
      {
        "name": "advanced-cluster-management"
      }
      ...
      {
        "name": "jaeger-product"
      }
      ...
      {
      {
        "name": "quay-operator"
      }
      ...

    4. In the terminal session where you executed the podman run command, press Ctrl and C to stop the container process.
  3. Run the following command to prune the source index of all but the specified packages:

    $ opm index prune \
        -f registry.redhat.io/redhat/redhat-operator-index:v4.21 \
    1
    
        -p advanced-cluster-management,jaeger-product,quay-operator \
    2
    
        [-i registry.redhat.io/openshift4/ose-operator-registry-rhel9:v4.21] \
    3
    
        -t <target_registry>:<port>/<namespace>/redhat-operator-index:v4.21 
    4
    1
    Index to prune.
    2
    Comma-separated list of packages to keep.
    3
    Required only for IBM Power® and IBM Z® images: Operator Registry base image with the tag that matches the target OpenShift Container Platform cluster major and minor version.
    4
    Custom tag for new index image being built.
  4. Run the following command to push the new index image to your target registry:

    $ podman push <target_registry>:<port>/<namespace>/redhat-operator-index:v4.21

    where <namespace> is any existing namespace on the registry.

4.9.4. Catalog sources and pod security admission

Pod security admission was introduced in OpenShift Container Platform 4.11 to ensure pod security standards. Catalog sources built using the SQLite-based catalog format and a version of the opm CLI tool released before OpenShift Container Platform 4.11 cannot run under restricted pod security enforcement.

In OpenShift Container Platform 4.21, namespaces do not have restricted pod security enforcement by default and the default catalog source security mode is set to legacy.

Default restricted enforcement for all namespaces is planned for inclusion in a future OpenShift Container Platform release. When restricted enforcement occurs, the security context of the pod specification for catalog source pods must match the restricted pod security standard. If your catalog source image requires a different pod security standard, the pod security admissions label for the namespace must be explicitly set.

Note

If you do not want to run your SQLite-based catalog source pods as restricted, you do not need to update your catalog source in OpenShift Container Platform 4.21.

However, it is recommended that you take action now to ensure your catalog sources run under restricted pod security enforcement. If you do not take action to ensure your catalog sources run under restricted pod security enforcement, your catalog sources might not run in future OpenShift Container Platform releases.

As a catalog author, you can enable compatibility with restricted pod security enforcement by completing either of the following actions:

  • Migrate your catalog to the file-based catalog format.
  • Update your catalog image with a version of the opm CLI tool released with OpenShift Container Platform 4.11 or later.
Note

The SQLite database catalog format is deprecated, but still supported by Red Hat. In a future release, the SQLite database format will not be supported, and catalogs will need to migrate to the file-based catalog format. As of OpenShift Container Platform 4.11, the default Red Hat-provided Operator catalog is released in the file-based catalog format. File-based catalogs are compatible with restricted pod security enforcement.

If you do not want to update your SQLite database catalog image or migrate your catalog to the file-based catalog format, you can configure your catalog to run with elevated permissions.

You can update your deprecated SQLite database format catalogs to the file-based catalog format by using the opm migrate command.

Prerequisites

  • You have a SQLite database catalog source.
  • You have access to the cluster as a user with the cluster-admin role.
  • You have the latest version of the opm CLI tool released with OpenShift Container Platform 4.21 on your workstation.

Procedure

  1. Migrate your SQLite database catalog to a file-based catalog by running the following command:

    $ opm migrate <registry_image> <fbc_directory>
  2. Generate a Dockerfile for your file-based catalog by running the following command:

    $ opm generate dockerfile <fbc_directory> \
      --binary-image \
      registry.redhat.io/openshift4/ose-operator-registry-rhel9:v4.21

Next steps

  • The generated Dockerfile can be built, tagged, and pushed to your registry.
4.9.4.2. Rebuilding SQLite database catalog images

You can rebuild your SQLite database catalog image with the latest version of the opm CLI tool that is released with your version of OpenShift Container Platform.

Prerequisites

  • You have a SQLite database catalog source.
  • You have access to the cluster as a user with the cluster-admin role.
  • You have the latest version of the opm CLI tool released with OpenShift Container Platform 4.21 on your workstation.

Procedure

  • Run the following command to rebuild your catalog with a more recent version of the opm CLI tool:

    $ opm index add --binary-image \
      registry.redhat.io/openshift4/ose-operator-registry-rhel9:v4.21 \
      --from-index <your_registry_image> \
      --bundles "" -t \<your_registry_image>

If you do not want to update your SQLite database catalog image or migrate your catalog to the file-based catalog format, you can set the catalog security mode to legacy and label the catalog source namespace for baseline or privileged pod security enforcement.

  • Manually setting the catalog security mode to legacy in your catalog source definition ensures your catalog runs with legacy permissions even if the default catalog security mode changes to restricted.
  • Labeling the catalog source namespace for baseline or privileged pod security enforcement ensures your catalog runs with the elevated pod security admission standard.
Note

The SQLite database catalog format is deprecated, but still supported by Red Hat. In a future release, the SQLite database format will not be supported, and catalogs will need to migrate to the file-based catalog format. File-based catalogs are compatible with restricted pod security enforcement.

Prerequisites

  • You have a SQLite database catalog source.
  • You have access to the cluster as a user with the cluster-admin role.
  • You have a target namespace that supports running pods with the elevated pod security admission standard of baseline or privileged.

Procedure

  1. Edit the CatalogSource definition by setting the spec.grpcPodConfig.securityContextConfig label to legacy, as shown in the following example:

    Example CatalogSource definition

    apiVersion: operators.coreos.com/v1alpha1
    kind: CatalogSource
    metadata:
      name: my-catsrc
      namespace: my-ns
    spec:
      sourceType: grpc
      grpcPodConfig:
        securityContextConfig: legacy
      image: my-image:latest

    Tip

    In OpenShift Container Platform 4.21, the spec.grpcPodConfig.securityContextConfig field is set to legacy by default. In a future release of OpenShift Container Platform, it is planned that the default setting will change to restricted. If your catalog cannot run under restricted enforcement, it is recommended that you manually set this field to legacy.

  2. Edit your <namespace>.yaml file to add elevated pod security admission standards to your catalog source namespace, as shown in the following example:

    Example <namespace>.yaml file

    apiVersion: v1
    kind: Namespace
    metadata:
    ...
      labels:
        security.openshift.io/scc.podSecurityLabelSync: "false" 
    1
    
        openshift.io/cluster-monitoring: "true"
        pod-security.kubernetes.io/enforce: baseline 
    2
    
      name: "<namespace_name>"

    1
    Turn off pod security label synchronization by adding the security.openshift.io/scc.podSecurityLabelSync=false label to the namespace.
    2
    Apply the pod security admission pod-security.kubernetes.io/enforce label. Set the label to baseline or privileged. Use the baseline pod security profile unless other workloads in the namespace require a privileged profile.

4.9.5. Adding a catalog source to a cluster

To make Operators from a custom index image available for installation, create a catalog source that adds the catalog content to your cluster.

Cluster administrators can create a CatalogSource object that references an index image. The software catalog uses catalog sources to populate the user interface.

Tip

Alternatively, you can use the web console to manage catalog sources. From the AdministrationCluster SettingsConfigurationOperatorHub page, click the Sources tab, where you can create, update, delete, disable, and enable individual sources.

Prerequisites

  • You built and pushed an index image to a registry.
  • You have access to the cluster as a user with the cluster-admin role.

Procedure

  1. Create a CatalogSource object that references your index image.

    1. Modify the following to your specifications and save it as a catalogSource.yaml file:

      apiVersion: operators.coreos.com/v1alpha1
      kind: CatalogSource
      metadata:
        name: my-operator-catalog
        namespace: openshift-marketplace
        annotations:
          olm.catalogImageTemplate:
            "<registry>/<namespace>/<index_image_name>:v{kube_major_version}.{kube_minor_version}.{kube_patch_version}"
      spec:
        sourceType: grpc
        grpcPodConfig:
          securityContextConfig: <security_mode>
        image: <registry>/<namespace>/<index_image_name>:<tag>
        displayName: My Operator Catalog
        publisher: <publisher_name>
        updateStrategy:
          registryPoll:
            interval: 30m

      where:

      metadata.namespace
      Specifies the value for the metadata.namespace parameter. If you want the catalog source to be available globally to users in all namespaces, specify the openshift-marketplace namespace. Otherwise, you can specify a different namespace for the catalog to be scoped and available only for that namespace.
      metadata.annotations
      Specifies the value for the metadata.annotations parameter. This is optional to set the olm.catalogImageTemplate annotation to your index image name and use one or more of the Kubernetes cluster version variables as shown when constructing the template for the image tag.
      spec.grpcPodConfig.securityContextConfig

      Specifies the value of legacy or restricted. If the field is not set, the default value is legacy. In a future OpenShift Container Platform release, it is planned that the default value will be restricted.

      Note

      If your catalog cannot run with restricted permissions, it is recommended that you manually set this field to legacy.

      spec.image
      Specifies your index image. If you specify a tag after the image name, for example :v4.21, the catalog source pod uses an image pull policy of Always, meaning the pod always pulls the image before starting the container. If you specify a digest, for example @sha256:<id>, the image pull policy is IfNotPresent, meaning the pod pulls the image only if it does not already exist on the node.
      spec.publisher
      Specifies your name or an organization name publishing the catalog.
      spec.updateStrategy.registryPoll
      Specifies the value for the spec.updateStrategy.registryPoll parameter. The catalog sources can automatically check for new versions to keep up to date.
    2. Use the file to create the CatalogSource object:

      $ oc apply -f catalogSource.yaml
  2. Verify the following resources are created successfully.

    1. Check the pods:

      $ oc get pods -n openshift-marketplace

      The following is example output:

      NAME                                    READY   STATUS    RESTARTS  AGE
      my-operator-catalog-6njx6               1/1     Running   0         28s
      marketplace-operator-d9f549946-96sgr    1/1     Running   0         26h
    2. Check the catalog source:

      $ oc get catalogsource -n openshift-marketplace

      The following is example output:

      NAME                  DISPLAY               TYPE PUBLISHER  AGE
      my-operator-catalog   My Operator Catalog   grpc            5s
    3. Check the package manifest:

      $ oc get packagemanifest -n openshift-marketplace

      The following is example output:

      NAME                          CATALOG               AGE
      jaeger-product                My Operator Catalog   93s

      You can now install the Operators from the Software Catalog page on your OpenShift Container Platform web console.

To install Operators from private registries by using Operator Lifecycle Manager (OLM) in OpenShift Container Platform, you can create pull secrets and reference them from catalog sources.

If certain images relevant to Operators managed by Operator Lifecycle Manager (OLM) are hosted in an authenticated container image registry, also known as a private registry, OLM and the software catalog are unable to pull the images by default. To enable access, you can create a pull secret that contains the authentication credentials for the registry. By referencing one or more pull secrets in a catalog source, OLM can handle placing the secrets in the Operator and catalog namespace to allow installation.

Other images required by an Operator or its Operands might require access to private registries as well. OLM does not handle placing the secrets in target tenant namespaces for this scenario, but authentication credentials can be added to the global cluster pull secret or individual namespace service accounts to enable the required access.

The following types of images should be considered when determining whether Operators managed by OLM have appropriate pull access:

Index images
A CatalogSource object can reference an index image, which use the Operator bundle format and are catalog sources packaged as container images hosted in images registries. If an index image is hosted in a private registry, a secret can be used to enable pull access.
Bundle images
Operator bundle images are metadata and manifests packaged as container images that represent a unique version of an Operator. If any bundle images referenced in a catalog source are hosted in one or more private registries, a secret can be used to enable pull access.
Operator and Operand images

If an Operator installed from a catalog source uses a private image, either for the Operator image itself or one of the Operand images it watches, the Operator will fail to install because the deployment will not have access to the required registry authentication. Referencing secrets in a catalog source does not enable OLM to place the secrets in target tenant namespaces in which Operands are installed.

Instead, the authentication details can be added to the global cluster pull secret in the openshift-config namespace, which provides access to all namespaces on the cluster. Alternatively, if providing access to the entire cluster is not permissible, the pull secret can be added to the default service accounts of the target tenant namespaces.

Prerequisites

  • You have at least one of the following hosted in a private registry:

    • An index image or catalog image.
    • An Operator bundle image.
    • An Operator or Operand image.
  • You have access to the cluster as a user with the cluster-admin role.

Procedure

  1. Create a secret for each required private registry.

    1. Log in to the private registry to create or update your registry credentials file:

      $ podman login <registry>:<port>
      Note

      The file path of your registry credentials can be different depending on the container tool used to log in to the registry. For the podman CLI, the default location is ${XDG_RUNTIME_DIR}/containers/auth.json. For the docker CLI, the default location is /root/.docker/config.json.

    2. It is recommended to include credentials for only one registry per secret, and manage credentials for multiple registries in separate secrets. Multiple secrets can be included in a CatalogSource object in later steps, and OpenShift Container Platform will merge the secrets into a single virtual credentials file for use during an image pull.

      A registry credentials file can, by default, store details for more than one registry or for multiple repositories in one registry. Verify the current contents of your file. For example:

      File storing credentials for multiple registries

      {
          "auths": {
              "registry.redhat.io": {
                  "auth": "FrNHNydQXdzclNqdg=="
              },
              "quay.io": {
                  "auth": "fegdsRib21iMQ=="
              },
              "https://quay.io/my-namespace/my-user/my-image": {
                  "auth": "eWfjwsDdfsa221=="
              },
              "https://quay.io/my-namespace/my-user": {
                  "auth": "feFweDdscw34rR=="
              },
              "https://quay.io/my-namespace": {
                  "auth": "frwEews4fescyq=="
              }
          }
      }

      Because this file is used to create secrets in later steps, ensure that you are storing details for only one registry per file. This can be accomplished by using either of the following methods:

      • Use the podman logout <registry> command to remove credentials for additional registries until only the one registry you want remains.
      • Edit your registry credentials file and separate the registry details to be stored in multiple files. For example:

        File storing credentials for one registry

        {
                "auths": {
                        "registry.redhat.io": {
                                "auth": "FrNHNydQXdzclNqdg=="
                        }
                }
        }

        File storing credentials for another registry

        {
                "auths": {
                        "quay.io": {
                                "auth": "Xd2lhdsbnRib21iMQ=="
                        }
                }
        }

    3. Create a secret in the openshift-marketplace namespace that contains the authentication credentials for a private registry:

      $ oc create secret generic <secret_name> \
          -n openshift-marketplace \
          --from-file=.dockerconfigjson=<path/to/registry/credentials> \
          --type=kubernetes.io/dockerconfigjson

      Repeat this step to create additional secrets for any other required private registries, updating the --from-file flag to specify another registry credentials file path.

  2. Create or update an existing CatalogSource object to reference one or more secrets:

    apiVersion: operators.coreos.com/v1alpha1
    kind: CatalogSource
    metadata:
      name: my-operator-catalog
      namespace: openshift-marketplace
    spec:
      sourceType: grpc
      secrets: 
    1
    
      - "<secret_name_1>"
      - "<secret_name_2>"
      grpcPodConfig:
        securityContextConfig: <security_mode> 
    2
    
      image: <registry>:<port>/<namespace>/<image>:<tag>
      displayName: My Operator Catalog
      publisher: <publisher_name>
      updateStrategy:
        registryPoll:
          interval: 30m
    1
    Add a spec.secrets section and specify any required secrets.
    2
    Specify the value of legacy or restricted. If the field is not set, the default value is legacy. In a future OpenShift Container Platform release, it is planned that the default value will be restricted.
    Note

    If your catalog cannot run with restricted permissions, it is recommended that you manually set this field to legacy.

  3. If any Operator or Operand images that are referenced by a subscribed Operator require access to a private registry, you can either provide access to all namespaces in the cluster, or individual target tenant namespaces.

    • To provide access to all namespaces in the cluster, add authentication details to the global cluster pull secret in the openshift-config namespace.

      Warning

      Cluster resources must adjust to the new global pull secret, which can temporarily limit the usability of the cluster.

      1. Extract the .dockerconfigjson file from the global pull secret:

        $ oc extract secret/pull-secret -n openshift-config --confirm
      2. Update the .dockerconfigjson file with your authentication credentials for the required private registry or registries and save it as a new file:

        $ cat .dockerconfigjson | \
            jq --compact-output '.auths["<registry>:<port>/<namespace>/"] |= . + {"auth":"<token>"}' \
        1
        
            > new_dockerconfigjson
        1
        Replace <registry>:<port>/<namespace> with the private registry details and <token> with your authentication credentials.
      3. Update the global pull secret with the new file:

        $ oc set data secret/pull-secret -n openshift-config \
            --from-file=.dockerconfigjson=new_dockerconfigjson
    • To update an individual namespace, add a pull secret to the service account for the Operator that requires access in the target tenant namespace.

      1. Recreate the secret that you created for the openshift-marketplace in the tenant namespace:

        $ oc create secret generic <secret_name> \
            -n <tenant_namespace> \
            --from-file=.dockerconfigjson=<path/to/registry/credentials> \
            --type=kubernetes.io/dockerconfigjson
      2. Verify the name of the service account for the Operator by searching the tenant namespace:

        $ oc get sa -n <tenant_namespace> 
        1
        1
        If the Operator was installed in an individual namespace, search that namespace. If the Operator was installed for all namespaces, search the openshift-operators namespace.

        Example output

        NAME            SECRETS   AGE
        builder         2         6m1s
        default         2         6m1s
        deployer        2         6m1s
        etcd-operator   2         5m18s 
        1

        1
        Service account for an installed etcd Operator.
      3. Link the secret to the service account for the Operator:

        $ oc secrets link <operator_sa> \
            -n <tenant_namespace> \
             <secret_name> \
            --for=pull

To use only trusted or locally available Operator catalogs, disable the default software catalog sources that OpenShift Container Platform configures during installation. As a cluster administrator, you can disable the set of default catalogs.

Procedure

  • Disable the sources for the default catalogs by adding disableAllDefaultSources: true to the OperatorHub object:

    $ oc patch OperatorHub cluster --type json \
        -p '[{"op": "add", "path": "/spec/disableAllDefaultSources", "value": true}]'
    Tip

    Or, you can use the web console to manage catalog sources. From the AdministrationCluster SettingsConfigurationOperatorHub page, click the Sources tab, where you can create, update, delete, disable, and enable individual sources.

4.9.8. Removing custom catalogs

As a cluster administrator, you can remove custom Operator catalogs that have been previously added to your cluster by deleting the related catalog source.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.

Procedure

  1. In the Administrator perspective of the web console, navigate to AdministrationCluster Settings.
  2. Click the Configuration tab, and then click OperatorHub.
  3. Click the Sources tab.
  4. Select the Options menu kebab for the catalog that you want to remove, and then click Delete CatalogSource.

On disconnected OpenShift Container Platform clusters, Operator Lifecycle Manager (OLM) cannot access the Red Hat-provided catalog sources hosted on remote registries by default. As a cluster administrator, you can use a workstation with full internet access to prepare local mirrors of the remote sources, and push the content to a mirror registry.

The mirror registry can be located on a bastion host, which requires connectivity to both your workstation and the disconnected cluster, or a completely disconnected, or airgapped, host, which requires removable media to physically move the mirrored content to the disconnected environment.

This guide describes the following process that is required to enable OLM in disconnected environments:

  • Disable the default remote OperatorHub sources for OLM.
  • Use a workstation with full internet access to create and push local mirrors of the OperatorHub content to a mirror registry.
  • Configure OLM to install and manage Operators from local sources on the mirror registry instead of the default remote sources.

After enabling OLM in a disconnected environment, you can continue to use your unrestricted workstation to keep your local OperatorHub sources updated as newer versions of Operators are released.

4.11. Catalog source pod scheduling

When a grpc type catalog source defines the spec.image field, the Catalog Operator creates a pod to serve that image.

By default, the pod specification configures the following default settings:

  • Node selector: kubernetes.io/os=linux
  • Priority class name: system-cluster-critical
  • Tolerations: None

As an administrator, you can override these defaults by configuring fields in the optional spec.grpcPodConfig section of the CatalogSource object.

Important

The Marketplace Operator, openshift-marketplace, manages the default OperatorHub custom resource’s (CR). This CR manages CatalogSource objects. If you attempt to modify fields in the CatalogSource object’s spec.grpcPodConfig section, the Marketplace Operator automatically reverts these modifications. By default, if you modify fields in the spec.grpcPodConfig section of the CatalogSource object, the Marketplace Operator automatically reverts these changes.

To apply persistent changes to CatalogSource object, you must first disable a default CatalogSource object.

You can make persistent local changes to a CatalogSource object by disabling the default CatalogSource object. Otherwise, the Marketplace Operator automatically reverts any manual modifications to fields in the spec.grpcPodConfig section.

The Marketplace Operator, openshift-marketplace, manages the default custom resources (CRs) of the OperatorHub. The OperatorHub manages CatalogSource objects.

To apply persistent changes to CatalogSource object, you must first disable a default CatalogSource object.

Procedure

  • To disable all the default CatalogSource objects at a local level, enter the following command:

    $ oc patch operatorhub cluster -p '{"spec": {"disableAllDefaultSources": true}}' --type=merge
    Note

    You can also configure the default OperatorHub CR to either disable all CatalogSource objects or disable a specific object.

To control which nodes run catalog source pods, you can override the default node selector in the spec.grpcPodConfig section of the CatalogSource object.

Prerequisites

  • A CatalogSource object of source type grpc with spec.image is defined.

Procedure

  • Edit the CatalogSource object and add or modify the spec.grpcPodConfig section to include the following:

      grpcPodConfig:
        nodeSelector:
          custom_label: <label>

    where <label> is the label for the node selector that you want catalog source pods to use for scheduling.

To control the scheduling priority of catalog source pods, you can override the default priority class name in the spec.grpcPodConfig section of the CatalogSource object.

Prerequisites

  • A CatalogSource object of source type grpc with a defined spec.image.

Procedure

  • Edit the CatalogSource object and configure the spec.grpcPodConfig section, similar to the following example:

      grpcPodConfig:
        priorityClassName: <priority_class>

    where:

    <priority_class>

    Specifies one of the following priority classes:

    • A default Kubernetes priority class, such as system-cluster-critical or system-node-critical
    • An empty string ("") to assign the default priority
    • A custom, pre-existing priority class name
    Note

    Previously, the only pod scheduling parameter that could be overriden was priorityClassName. This was done by adding the operatorframework.io/priorityclass annotation to the CatalogSource object. For example:

    apiVersion: operators.coreos.com/v1alpha1
    kind: CatalogSource
    metadata:
      name: example-catalog
      namespace: openshift-marketplace
      annotations:
        operatorframework.io/priorityclass: system-cluster-critical

    If a CatalogSource object defines both the annotation and spec.grpcPodConfig.priorityClassName, the annotation takes precedence over the configuration parameter.

To allow catalog source pods to schedule onto nodes with matching taints, you can override the default tolerations in the spec.grpcPodConfig section of the CatalogSource object.

Prerequisites

  • A CatalogSource object of source type grpc with spec.image is defined.

Procedure

  • Edit the CatalogSource object and add or modify the spec.grpcPodConfig section to include the following:

      grpcPodConfig:
        tolerations:
          - key: "<key_name>"
            operator: "<operator_type>"
            value: "<value>"
            effect: "<effect>"

4.12. Troubleshooting Operator issues

If you experience Operator issues, verify Operator subscription status. Check Operator pod health across the cluster and gather Operator logs for diagnosis.

4.12.1. Operator subscription condition types

Subscriptions can report the following condition types:

Expand
Table 4.2. Subscription condition types
ConditionDescription

CatalogSourcesUnhealthy

Some or all of the catalog sources to be used in resolution are unhealthy.

InstallPlanMissing

An install plan for a subscription is missing.

InstallPlanPending

An install plan for a subscription is pending installation.

InstallPlanFailed

An install plan for a subscription has failed.

ResolutionFailed

The dependency resolution for a subscription has failed.

Note

Default OpenShift Container Platform cluster Operators are managed by the Cluster Version Operator (CVO) and they do not have a Subscription object. Application Operators are managed by Operator Lifecycle Manager (OLM) and they have a Subscription object.

You can view Operator subscription status by using the CLI.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. List Operator subscriptions:

    $ oc get subs -n <operator_namespace>
  2. Use the oc describe command to inspect a Subscription resource:

    $ oc describe sub <subscription_name> -n <operator_namespace>
  3. In the command output, find the Conditions section for the status of Operator subscription condition types. In the following example, the CatalogSourcesUnhealthy condition type has a status of false because all available catalog sources are healthy:

    Example output

    Name:         cluster-logging
    Namespace:    openshift-logging
    Labels:       operators.coreos.com/cluster-logging.openshift-logging=
    Annotations:  <none>
    API Version:  operators.coreos.com/v1alpha1
    Kind:         Subscription
    # ...
    Conditions:
       Last Transition Time:  2019-07-29T13:42:57Z
       Message:               all available catalogsources are healthy
       Reason:                AllCatalogSourcesHealthy
       Status:                False
       Type:                  CatalogSourcesUnhealthy
    # ...

    Note

    Default OpenShift Container Platform cluster Operators are managed by the Cluster Version Operator (CVO) and they do not have a Subscription object. Application Operators are managed by Operator Lifecycle Manager (OLM) and they have a Subscription object.

You can view the status of an Operator catalog source by using the CLI.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. List the catalog sources in a namespace. For example, you can check the openshift-marketplace namespace, which is used for cluster-wide catalog sources:

    $ oc get catalogsources -n openshift-marketplace

    Example output

    NAME                  DISPLAY               TYPE   PUBLISHER   AGE
    certified-operators   Certified Operators   grpc   Red Hat     55m
    community-operators   Community Operators   grpc   Red Hat     55m
    example-catalog       Example Catalog       grpc   Example Org 2m25s
    redhat-operators      Red Hat Operators     grpc   Red Hat     55m

  2. Use the oc describe command to get more details and status about a catalog source:

    $ oc describe catalogsource example-catalog -n openshift-marketplace

    Example output

    Name:         example-catalog
    Namespace:    openshift-marketplace
    Labels:       <none>
    Annotations:  operatorframework.io/managed-by: marketplace-operator
                  target.workload.openshift.io/management: {"effect": "PreferredDuringScheduling"}
    API Version:  operators.coreos.com/v1alpha1
    Kind:         CatalogSource
    # ...
    Status:
      Connection State:
        Address:              example-catalog.openshift-marketplace.svc:50051
        Last Connect:         2021-09-09T17:07:35Z
        Last Observed State:  TRANSIENT_FAILURE
      Registry Service:
        Created At:         2021-09-09T17:05:45Z
        Port:               50051
        Protocol:           grpc
        Service Name:       example-catalog
        Service Namespace:  openshift-marketplace
    # ...

    In the preceding example output, the last observed state is TRANSIENT_FAILURE. This state indicates that there is a problem establishing a connection for the catalog source.

  3. List the pods in the namespace where your catalog source was created:

    $ oc get pods -n openshift-marketplace

    Example output

    NAME                                    READY   STATUS             RESTARTS   AGE
    certified-operators-cv9nn               1/1     Running            0          36m
    community-operators-6v8lp               1/1     Running            0          36m
    marketplace-operator-86bfc75f9b-jkgbc   1/1     Running            0          42m
    example-catalog-bwt8z                   0/1     ImagePullBackOff   0          3m55s
    redhat-operators-smxx8                  1/1     Running            0          36m

    When a catalog source is created in a namespace, a pod for the catalog source is created in that namespace. In the preceding example output, the status for the example-catalog-bwt8z pod is ImagePullBackOff. This status indicates that there is an issue pulling the catalog source’s index image.

  4. Use the oc describe command to inspect a pod for more detailed information:

    $ oc describe pod example-catalog-bwt8z -n openshift-marketplace

    Example output

    Name:         example-catalog-bwt8z
    Namespace:    openshift-marketplace
    Priority:     0
    Node:         ci-ln-jyryyg2-f76d1-ggdbq-worker-b-vsxjd/10.0.128.2
    ...
    Events:
      Type     Reason          Age                From               Message
      ----     ------          ----               ----               -------
      Normal   Scheduled       48s                default-scheduler  Successfully assigned openshift-marketplace/example-catalog-bwt8z to ci-ln-jyryyf2-f76d1-fgdbq-worker-b-vsxjd
      Normal   AddedInterface  47s                multus             Add eth0 [10.131.0.40/23] from openshift-sdn
      Normal   BackOff         20s (x2 over 46s)  kubelet            Back-off pulling image "quay.io/example-org/example-catalog:v1"
      Warning  Failed          20s (x2 over 46s)  kubelet            Error: ImagePullBackOff
      Normal   Pulling         8s (x3 over 47s)   kubelet            Pulling image "quay.io/example-org/example-catalog:v1"
      Warning  Failed          8s (x3 over 47s)   kubelet            Failed to pull image "quay.io/example-org/example-catalog:v1": rpc error: code = Unknown desc = reading manifest v1 in quay.io/example-org/example-catalog: unauthorized: access to the requested resource is not authorized
      Warning  Failed          8s (x3 over 47s)   kubelet            Error: ErrImagePull

    In the preceding example output, the error messages indicate that the catalog source’s index image is failing to pull successfully because of an authorization issue. For example, the index image might be stored in a registry that requires login credentials.

4.12.4. Querying Operator pod status

You can list Operator pods within a cluster and their status. You can also collect a detailed Operator pod summary.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.
  • Your API service is still functional.
  • You have installed the OpenShift CLI (oc).

Procedure

  1. List Operators running in the cluster. The output includes Operator version, availability, and up-time information:

    $ oc get clusteroperators
  2. List Operator pods running in the Operator’s namespace, plus pod status, restarts, and age:

    $ oc get pod -n <operator_namespace>
  3. Output a detailed Operator pod summary:

    $ oc describe pod <operator_pod_name> -n <operator_namespace>
  4. If an Operator issue is node-specific, query Operator container status on that node.

    1. Start a debug pod for the node:

      $ oc debug node/my-node
    2. Set /host as the root directory within the debug shell. The debug pod mounts the host’s root file system in /host within the pod. By changing the root directory to /host, you can run binaries contained in the host’s executable paths:

      # chroot /host
      Note

      OpenShift Container Platform 4.21 cluster nodes running Red Hat Enterprise Linux CoreOS (RHCOS) are immutable and rely on Operators to apply cluster changes. Accessing cluster nodes by using SSH is not recommended. However, if the OpenShift Container Platform API is not available, or the kubelet is not properly functioning on the target node, oc operations will be impacted. In such situations, it is possible to access nodes using ssh core@<node>.<cluster_name>.<base_domain> instead.

    3. List details about the node’s containers, including state and associated pod IDs:

      # crictl ps
    4. List information about a specific Operator container on the node. The following example lists information about the network-operator container:

      # crictl ps --name network-operator
    5. Exit from the debug shell.

4.12.5. Gathering Operator logs

If you experience Operator issues, you can gather detailed diagnostic information from Operator pod logs.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.
  • Your API service is still functional.
  • You have installed the OpenShift CLI (oc).
  • You have the fully qualified domain names of the control plane or control plane machines.

Procedure

  1. List the Operator pods that are running in the Operator’s namespace, plus the pod status, restarts, and age:

    $ oc get pods -n <operator_namespace>
  2. Review logs for an Operator pod:

    $ oc logs pod/<pod_name> -n <operator_namespace>

    If an Operator pod has multiple containers, the preceding command will produce an error that includes the name of each container. Query logs from an individual container:

    $ oc logs pod/<operator_pod_name> -c <container_name> -n <operator_namespace>
  3. If the API is not functional, review Operator pod and container logs on each control plane node by using SSH instead. Replace <master-node>.<cluster_name>.<base_domain> with appropriate values.

    1. List pods on each control plane node:

      $ ssh core@<master-node>.<cluster_name>.<base_domain> sudo crictl pods
    2. For any Operator pods not showing a Ready status, inspect the pod’s status in detail. Replace <operator_pod_id> with the Operator pod’s ID listed in the output of the preceding command:

      $ ssh core@<master-node>.<cluster_name>.<base_domain> sudo crictl inspectp <operator_pod_id>
    3. List containers related to an Operator pod:

      $ ssh core@<master-node>.<cluster_name>.<base_domain> sudo crictl ps --pod=<operator_pod_id>
    4. For any Operator container not showing a Ready status, inspect the container’s status in detail. Replace <container_id> with a container ID listed in the output of the preceding command:

      $ ssh core@<master-node>.<cluster_name>.<base_domain> sudo crictl inspect <container_id>
    5. Review the logs for any Operator containers not showing a Ready status. Replace <container_id> with a container ID listed in the output of the preceding command:

      $ ssh core@<master-node>.<cluster_name>.<base_domain> sudo crictl logs -f <container_id>
      Note

      OpenShift Container Platform 4.21 cluster nodes running Red Hat Enterprise Linux CoreOS (RHCOS) are immutable and rely on Operators to apply cluster changes. Accessing cluster nodes by using SSH is not recommended. Before attempting to collect diagnostic data over SSH, review whether the data collected by running oc adm must gather and other oc commands is sufficient instead. However, if the OpenShift Container Platform API is not available, or the kubelet is not properly functioning on the target node, oc operations will be impacted. In such situations, it is possible to access nodes using ssh core@<node>.<cluster_name>.<base_domain>.

When configuration changes are made by the Machine Config Operator (MCO), Red Hat Enterprise Linux CoreOS (RHCOS) must reboot for the changes to take effect. Whether the configuration change is automatic or manual, an RHCOS node reboots automatically unless it is paused.

Note
  • When the MCO detects any of the following changes, it applies the update without draining or rebooting the node:

    • Changes to the SSH key in the spec.config.passwd.users.sshAuthorizedKeys parameter of a machine config.
    • Changes to the global pull secret or pull secret in the openshift-config namespace.
    • Automatic rotation of the /etc/kubernetes/kubelet-ca.crt certificate authority (CA) by the Kubernetes API Server Operator.
  • When the MCO detects changes to the /etc/containers/registries.conf file, such as editing an ImageDigestMirrorSet, ImageTagMirrorSet, or ImageContentSourcePolicy object, it drains the corresponding nodes, applies the changes, and uncordons the nodes. The node drain does not happen for the following changes:

    • The addition of a registry with the pull-from-mirror = "digest-only" parameter set for each mirror.
    • The addition of a mirror with the pull-from-mirror = "digest-only" parameter set in a registry.
    • The addition of items to the unqualified-search-registries list.

To avoid unwanted disruptions, you can modify the machine config pool (MCP) to prevent automatic rebooting after the Operator makes changes to the machine config.

To avoid unwanted disruptions from changes made by the Machine Config Operator (MCO), you can use the OpenShift Container Platform web console to modify the machine config pool (MCP) to prevent the MCO from making any changes to nodes in that pool. This prevents any reboots that would normally be part of the MCO update process.

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.

Procedure

  1. Log in to the OpenShift Container Platform web console as a user with the cluster-admin role.
  2. Click ComputeMachineConfigPools.
  3. On the MachineConfigPools page, click either master or worker, depending upon which nodes you want to pause rebooting for.
  4. On the master or worker page, click YAML.
  5. In the YAML, update the spec.paused field to true.

    Sample MachineConfigPool object

    apiVersion: machineconfiguration.openshift.io/v1
    kind: MachineConfigPool
    # ...
    spec:
    # ...
      paused: true
    # ...

    Update the spec.paused field to true to pause rebooting.

  6. To verify that the MCP is paused, return to the MachineConfigPools page.

    On the MachineConfigPools page, the Paused column reports True for the MCP you modified.

    If the MCP has pending changes while paused, the Updated column is False and Updating is False. When Updated is True and Updating is False, there are no pending changes.

    Important

    If there are pending changes (where both the Updated and Updating columns are False), it is recommended to schedule a maintenance window for a reboot as early as possible. Use the following steps for unpausing the autoreboot process to apply the changes that were queued since the last reboot.

    • Unpause the autoreboot process:
  7. Log in to the OpenShift Container Platform web console as a user with the cluster-admin role.
  8. Click ComputeMachineConfigPools.
  9. On the MachineConfigPools page, click either master or worker, depending upon which nodes you want to pause rebooting for.
  10. On the master or worker page, click YAML.
  11. In the YAML, update the spec.paused field to false.

    Sample MachineConfigPool object

    apiVersion: machineconfiguration.openshift.io/v1
    kind: MachineConfigPool
    # ...
    spec:
    # ...
      paused: false
    # ...

    Update the spec.paused field to false to allow rebooting.

    Note

    By unpausing an MCP, the MCO applies all paused changes reboots Red Hat Enterprise Linux CoreOS (RHCOS) as needed.

  12. To verify that the MCP is paused, return to the MachineConfigPools page.

    On the MachineConfigPools page, the Paused column reports False for the MCP you modified.

    If the MCP is applying any pending changes, the Updated column is False and the Updating column is True. When Updated is True and Updating is False, there are no further changes being made.

To avoid unwanted disruptions from changes made by the Machine Config Operator (MCO), you can modify the machine config pool (MCP) using the OpenShift CLI (oc) to prevent the MCO from making any changes to nodes in that pool. This prevents any reboots that would normally be part of the MCO update process.

Note

Prerequisites

  • You have access to the cluster as a user with the cluster-admin role.
  • You have installed the OpenShift CLI (oc).

Procedure

  • To pause or unpause automatic MCO update rebooting:

    1. Update the MachineConfigPool custom resource to set the spec.paused field to true.

      Control plane (master) nodes

      $ oc patch --type=merge --patch='{"spec":{"paused":true}}' machineconfigpool/master

      Worker nodes

      $ oc patch --type=merge --patch='{"spec":{"paused":true}}' machineconfigpool/worker

    2. Verify that the MCP is paused:

      Control plane (master) nodes

      $ oc get machineconfigpool/master --template='{{.spec.paused}}'

      Worker nodes

      $ oc get machineconfigpool/worker --template='{{.spec.paused}}'

      Example output

      true

      The spec.paused field is true and the MCP is paused.

    3. Determine if the MCP has pending changes:

      # oc get machineconfigpool

      Example output

      NAME     CONFIG                                             UPDATED   UPDATING
      master   rendered-master-33cf0a1254318755d7b48002c597bf91   True      False
      worker   rendered-worker-e405a5bdb0db1295acea08bcca33fa60   False     False

      If the UPDATED column is False and UPDATING is False, there are pending changes. When UPDATED is True and UPDATING is False, there are no pending changes. In the previous example, the worker node has pending changes. The control plane node does not have any pending changes.

      Important

      If there are pending changes (where both the Updated and Updating columns are False), it is recommended to schedule a maintenance window for a reboot as early as possible. Use the following steps for unpausing the autoreboot process to apply the changes that were queued since the last reboot.

  • Unpause the autoreboot process:

    1. Update the MachineConfigPool custom resource to set the spec.paused field to false.

      Control plane (master) nodes

      $ oc patch --type=merge --patch='{"spec":{"paused":false}}' machineconfigpool/master

      Worker nodes

      $ oc patch --type=merge --patch='{"spec":{"paused":false}}' machineconfigpool/worker

      Note

      By unpausing an MCP, the MCO applies all paused changes and reboots Red Hat Enterprise Linux CoreOS (RHCOS) as needed.

    2. Verify that the MCP is unpaused:

      Control plane (master) nodes

      $ oc get machineconfigpool/master --template='{{.spec.paused}}'

      Worker nodes

      $ oc get machineconfigpool/worker --template='{{.spec.paused}}'

      Example output

      false

      The spec.paused field is false and the MCP is unpaused.

    3. Determine if the MCP has pending changes:

      $ oc get machineconfigpool

      Example output

      NAME     CONFIG                                   UPDATED  UPDATING
      master   rendered-master-546383f80705bd5aeaba93   True     False
      worker   rendered-worker-b4c51bb33ccaae6fc4a6a5   False    True

      If the MCP is applying any pending changes, the UPDATED column is False and the UPDATING column is True. When UPDATED is True and UPDATING is False, there are no further changes being made. In the previous example, the MCO is updating the worker node.

4.12.7. Refreshing failing subscriptions

In Operator Lifecycle Manager (OLM), if you subscribe to an Operator that references images that are not accessible on your network, you can find jobs in the openshift-marketplace namespace that are failing with the following errors:

ImagePullBackOff for
Back-off pulling image "example.com/openshift4/ose-elasticsearch-operator-bundle@sha256:6d2587129c846ec28d384540322b40b05833e7e00b25cca584e004af9a1d292e"
rpc error: code = Unknown desc = error pinging docker registry example.com: Get "https://example.com/v2/": dial tcp: lookup example.com on 10.0.0.1:53: no such host

As a result, the subscription is stuck in this failing state and the Operator is unable to install or upgrade.

You can refresh a failing subscription by deleting the subscription, cluster service version (CSV), and other related objects. After recreating the subscription, OLM then reinstalls the correct version of the Operator.

Prerequisites

  • You have a failing subscription that is unable to pull an inaccessible bundle image.
  • You have confirmed that the correct bundle image is accessible.

Procedure

  1. Get the names of the Subscription and ClusterServiceVersion objects from the namespace where the Operator is installed:

    $ oc get sub,csv -n <namespace>

    Example output

    NAME                                                       PACKAGE                  SOURCE             CHANNEL
    subscription.operators.coreos.com/elasticsearch-operator   elasticsearch-operator   redhat-operators   5.0
    
    NAME                                                                         DISPLAY                            VERSION    REPLACES   PHASE
    clusterserviceversion.operators.coreos.com/elasticsearch-operator.5.0.0-65   OpenShift Elasticsearch Operator   5.0.0-65              Succeeded

  2. Delete the subscription:

    $ oc delete subscription <subscription_name> -n <namespace>
  3. Delete the cluster service version:

    $ oc delete csv <csv_name> -n <namespace>
  4. Get the names of any failing jobs and related config maps in the openshift-marketplace namespace:

    $ oc get job,configmap -n openshift-marketplace

    Example output

    NAME                                                                        COMPLETIONS   DURATION   AGE
    job.batch/1de9443b6324e629ddf31fed0a853a121275806170e34c926d69e53a7fcbccb   1/1           26s        9m30s
    
    NAME                                                                        DATA   AGE
    configmap/1de9443b6324e629ddf31fed0a853a121275806170e34c926d69e53a7fcbccb   3      9m30s

  5. Delete the job:

    $ oc delete job <job_name> -n openshift-marketplace

    This ensures pods that try to pull the inaccessible image are not recreated.

  6. Delete the config map:

    $ oc delete configmap <configmap_name> -n openshift-marketplace
  7. Reinstall the Operator using the software catalog in the web console.

Verification

  • Check that the Operator has been reinstalled successfully:

    $ oc get sub,csv,installplan -n <namespace>

You must successfully and completely uninstall an Operator prior to attempting to reinstall the same Operator. Failure to fully uninstall the Operator properly can leave resources, such as a project or namespace, stuck in a "Terminating" state and cause "error resolving resource" messages. For example:

Example Project resource description

...
    message: 'Failed to delete all resource types, 1 remaining: Internal error occurred:
      error resolving resource'
...

These types of issues can prevent an Operator from being reinstalled successfully.

Warning

Forced deletion of a namespace is not likely to resolve "Terminating" state issues and can lead to unstable or unpredictable cluster behavior, so it is better to try to find related resources that might be preventing the namespace from being deleted. For more information, see the Red Hat Knowledgebase Solution #4165791, paying careful attention to the cautions and warnings.

The following procedure shows how to troubleshoot when an Operator cannot be reinstalled because an existing custom resource definition (CRD) from a previous installation of the Operator is preventing a related namespace from deleting successfully.

Procedure

  1. Check if there are any namespaces related to the Operator that are stuck in "Terminating" state:

    $ oc get namespaces

    Example output

    operator-ns-1                                       Terminating

  2. Check if there are any CRDs related to the Operator that are still present after the failed uninstallation:

    $ oc get crds
    Note

    CRDs are global cluster definitions; the actual custom resource (CR) instances related to the CRDs could be in other namespaces or be global cluster instances.

  3. If there are any CRDs that you know were provided or managed by the Operator and that should have been deleted after uninstallation, delete the CRD:

    $ oc delete crd <crd_name>
  4. Check if there are any remaining CR instances related to the Operator that are still present after uninstallation, and if so, delete the CRs:

    1. The type of CRs to search for can be difficult to determine after uninstallation and can require knowing what CRDs the Operator manages. For example, if you are troubleshooting an uninstallation of the etcd Operator, which provides the EtcdCluster CRD, you can search for remaining EtcdCluster CRs in a namespace:

      $ oc get EtcdCluster -n <namespace_name>

      Alternatively, you can search across all namespaces:

      $ oc get EtcdCluster --all-namespaces
    2. If there are any remaining CRs that should be removed, delete the instances:

      $ oc delete <cr_name> <cr_instance_name> -n <namespace_name>
  5. Check that the namespace deletion has successfully resolved:

    $ oc get namespace <namespace_name>
    Important

    If the namespace or other Operator resources are still not uninstalled cleanly, contact Red Hat Support.

  6. Reinstall the Operator using the software catalog in the web console.

Verification

  • Check that the Operator has been reinstalled successfully:

    $ oc get sub,csv,installplan -n <namespace>

Chapter 5. Developing Operators

5.1. Token authentication

Many cloud providers can enable authentication by using account tokens that provide short-term, limited-privilege security credentials.

OpenShift Container Platform includes the Cloud Credential Operator (CCO) to manage cloud provider credentials as custom resource definitions (CRDs). The CCO syncs on CredentialsRequest custom resources (CRs) to allow OpenShift Container Platform components to request cloud provider credentials with any specific permissions required.

Previously, on clusters where the CCO is in manual mode, Operators managed by Operator Lifecycle Manager (OLM) often provided detailed instructions in the OperatorHub for how users could manually provision any required cloud credentials.

Starting in OpenShift Container Platform 4.14, the CCO can detect when it is running on clusters enabled to use short-term credentials on certain cloud providers. It can then semi-automate provisioning certain credentials, provided that the Operator author has enabled their Operator to support the updated CCO.

When an OpenShift Container Platform cluster running on AWS is in Security Token Service (STS) mode, it means the cluster is utilizing features of AWS and OpenShift Container Platform to use IAM roles at an application level. STS enables applications to provide a JSON Web Token (JWT) that can assume an IAM role.

The JWT includes an Amazon Resource Name (ARN) for the sts:AssumeRoleWithWebIdentity IAM action to allow temporarily-granted permission for the service account. The JWT contains the signing keys for the ProjectedServiceAccountToken that AWS IAM can validate. The service account token itself, which is signed, is used as the JWT required for assuming the AWS role.

The Cloud Credential Operator (CCO) is a cluster Operator installed by default in OpenShift Container Platform clusters running on cloud providers. For the purposes of STS, the CCO provides the following functions:

  • Detects when it is running on an STS-enabled cluster
  • Checks the CredentialsRequest object for the presence of fields that provide the required information for granting Operators access to AWS resources

The CCO performs this detection even when in manual mode. When properly configured, the CCO projects a Secret object with the required access information into the Operator namespace.

Starting in OpenShift Container Platform 4.14, the CCO can semi-automate this task through an expanded use of CredentialsRequest objects, which can request the creation of Secrets that contain the information required for STS workflows. Users can provide a role ARN when installing the Operator from either the web console or CLI.

Note

Subscriptions with automatic approvals for updates are not recommended because there might be permission changes to make before updating. Subscriptions with manual approvals for updates ensure that administrators have the opportunity to verify the permissions of the later version, take any necessary steps, and then update.

As an Operator author preparing an Operator for use alongside the updated CCO in OpenShift Container Platform 4.14 or later, you should instruct users and add code to handle the divergence from earlier CCO versions, in addition to handling STS token authentication (if your Operator is not already STS-enabled). The recommended method is to provide a CredentialsRequest object with the correctly filled STS fields and let the CCO create the Secret for you.

Important

If you plan to support OpenShift Container Platform clusters earlier than version 4.14, consider providing users with instructions on how to manually create a secret with the STS-enabling information by using the CCO utility (ccoctl). Earlier CCO versions are unaware of STS mode on the cluster and cannot create secrets for you.

Your code should check for secrets that never appear and warn users to follow the fallback instructions you have provided. For more information, see the "Alternative method" subsection.

As an Operator author designing your project to run on Operator Lifecycle Manager (OLM), you can enable your Operator to authenticate against AWS on STS-enabled OpenShift Container Platform clusters by customizing your project to support the Cloud Credential Operator (CCO).

With this method, the Operator is responsible for and requires RBAC permissions for creating the CredentialsRequest object and reading the resulting Secret object.

Note

By default, pods related to the Operator deployment mount a serviceAccountToken volume so that the service account token can be referenced in the resulting Secret object.

Prerequisites

  • OpenShift Container Platform 4.14 or later
  • Cluster in STS mode
  • OLM-based Operator project

Procedure

  1. Update your Operator project’s ClusterServiceVersion (CSV) object:

    1. Ensure your Operator has RBAC permission to create CredentialsRequests objects:

      Example clusterPermissions list

      # ...
      install:
        spec:
          clusterPermissions:
          - rules:
            - apiGroups:
              - "cloudcredential.openshift.io"
              resources:
              - credentialsrequests
              verbs:
              - create
              - delete
              - get
              - list
              - patch
              - update
              - watch

    2. Add the following annotation to claim support for this method of CCO-based workflow with AWS STS:

      # ...
      metadata:
       annotations:
         features.operators.openshift.io/token-auth-aws: "true"
  2. Update your Operator project code:

    1. Get the role ARN from the environment variable set on the pod by the Subscription object. For example:

      // Get ENV var
      roleARN := os.Getenv("ROLEARN")
      setupLog.Info("getting role ARN", "role ARN = ", roleARN)
      webIdentityTokenPath := "/var/run/secrets/openshift/serviceaccount/token"
    2. Ensure you have a CredentialsRequest object ready to be patched and applied. For example:

      Example CredentialsRequest object creation

      import (
         minterv1 "github.com/openshift/cloud-credential-operator/pkg/apis/cloudcredential/v1"
         corev1 "k8s.io/api/core/v1"
         metav1 "k8s.io/apimachinery/pkg/apis/meta/v1"
      )
      
      var in = minterv1.AWSProviderSpec{
         StatementEntries: []minterv1.StatementEntry{
            {
               Action: []string{
                  "s3:*",
               },
               Effect:   "Allow",
               Resource: "arn:aws:s3:*:*:*",
            },
         },
      	STSIAMRoleARN: "<role_arn>",
      }
      
      var codec = minterv1.Codec
      var ProviderSpec, _ = codec.EncodeProviderSpec(in.DeepCopyObject())
      
      const (
         name      = "<credential_request_name>"
         namespace = "<namespace_name>"
      )
      
      var CredentialsRequestTemplate = &minterv1.CredentialsRequest{
         ObjectMeta: metav1.ObjectMeta{
             Name:      name,
             Namespace: "openshift-cloud-credential-operator",
         },
         Spec: minterv1.CredentialsRequestSpec{
            ProviderSpec: ProviderSpec,
            SecretRef: corev1.ObjectReference{
               Name:      "<secret_name>",
               Namespace: namespace,
            },
            ServiceAccountNames: []string{
               "<service_account_name>",
            },
            CloudTokenPath:   "",
         },
      }

      Alternatively, if you are starting from a CredentialsRequest object in YAML form (for example, as part of your Operator project code), you can handle it differently:

      Example CredentialsRequest object creation in YAML form

      // CredentialsRequest is a struct that represents a request for credentials
      type CredentialsRequest struct {
        APIVersion string `yaml:"apiVersion"`
        Kind       string `yaml:"kind"`
        Metadata   struct {
           Name      string `yaml:"name"`
           Namespace string `yaml:"namespace"`
        } `yaml:"metadata"`
        Spec struct {
           SecretRef struct {
              Name      string `yaml:"name"`
              Namespace string `yaml:"namespace"`
           } `yaml:"secretRef"`
           ProviderSpec struct {
              APIVersion     string `yaml:"apiVersion"`
              Kind           string `yaml:"kind"`
              StatementEntries []struct {
                 Effect   string   `yaml:"effect"`
                 Action   []string `yaml:"action"`
                 Resource string   `yaml:"resource"`
              } `yaml:"statementEntries"`
              STSIAMRoleARN   string `yaml:"stsIAMRoleARN"`
           } `yaml:"providerSpec"`
      
           // added new field
            CloudTokenPath   string `yaml:"cloudTokenPath"`
        } `yaml:"spec"`
      }
      
      // ConsumeCredsRequestAddingTokenInfo is a function that takes a YAML filename and two strings as arguments
      // It unmarshals the YAML file to a CredentialsRequest object and adds the token information.
      func ConsumeCredsRequestAddingTokenInfo(fileName, tokenString, tokenPath string) (*CredentialsRequest, error) {
        // open a file containing YAML form of a CredentialsRequest
        file, err := os.Open(fileName)
        if err != nil {
           return nil, err
        }
        defer file.Close()
      
        // create a new CredentialsRequest object
        cr := &CredentialsRequest{}
      
        // decode the yaml file to the object
        decoder := yaml.NewDecoder(file)
        err = decoder.Decode(cr)
        if err != nil {
           return nil, err
        }
      
        // assign the string to the existing field in the object
        cr.Spec.CloudTokenPath = tokenPath
      
        // return the modified object
        return cr, nil
      }

      Note

      Adding a CredentialsRequest object to the Operator bundle is not currently supported.

    3. Add the role ARN and web identity token path to the credentials request and apply it during Operator initialization:

      Example applying CredentialsRequest object during Operator initialization

      // apply CredentialsRequest on install
      credReq := credreq.CredentialsRequestTemplate
      credReq.Spec.CloudTokenPath = webIdentityTokenPath
      
      c := mgr.GetClient()
      if err := c.Create(context.TODO(), credReq); err != nil {
         if !errors.IsAlreadyExists(err) {
            setupLog.Error(err, "unable to create CredRequest")
            os.Exit(1)
         }
      }

    4. Ensure your Operator can wait for a Secret object to show up from the CCO, as shown in the following example, which is called along with the other items you are reconciling in your Operator:

      Example wait for Secret object

      // WaitForSecret is a function that takes a Kubernetes client, a namespace, and a v1 "k8s.io/api/core/v1" name as arguments
      // It waits until the secret object with the given name exists in the given namespace
      // It returns the secret object or an error if the timeout is exceeded
      func WaitForSecret(client kubernetes.Interface, namespace, name string) (*v1.Secret, error) {
        // set a timeout of 10 minutes
        timeout := time.After(10 * time.Minute)
      
        // set a polling interval of 10 seconds
        ticker := time.NewTicker(10 * time.Second)
      
        // loop until the timeout or the secret is found
        for {
           select {
           case <-timeout:
              // timeout is exceeded, return an error
              return nil, fmt.Errorf("timed out waiting for secret %s in namespace %s", name, namespace)
                 // add to this error with a pointer to instructions for following a manual path to a Secret that will work on STS
           case <-ticker.C:
              // polling interval is reached, try to get the secret
              secret, err := client.CoreV1().Secrets(namespace).Get(context.Background(), name, metav1.GetOptions{})
              if err != nil {
                 if errors.IsNotFound(err) {
                    // secret does not exist yet, continue waiting
                    continue
                 } else {
                    // some other error occurred, return it
                    return nil, err
                 }
              } else {
                 // secret is found, return it
                 return secret, nil
              }
           }
        }
      }

      The timeout value is based on an estimate of how fast the CCO might detect an added CredentialsRequest object and generate a Secret object. You might consider lowering the time or creating custom feedback for cluster administrators that could be wondering why the Operator is not yet accessing the cloud resources.

    5. Set up the AWS configuration by reading the secret created by the CCO from the credentials request and creating the AWS config file containing the data from that secret:

      Example AWS configuration creation

      func SharedCredentialsFileFromSecret(secret *corev1.Secret) (string, error) {
         var data []byte
         switch {
         case len(secret.Data["credentials"]) > 0:
             data = secret.Data["credentials"]
         default:
             return "", errors.New("invalid secret for aws credentials")
         }
      
      
         f, err := ioutil.TempFile("", "aws-shared-credentials")
         if err != nil {
             return "", errors.Wrap(err, "failed to create file for shared credentials")
         }
         defer f.Close()
         if _, err := f.Write(data); err != nil {
             return "", errors.Wrapf(err, "failed to write credentials to %s", f.Name())
         }
         return f.Name(), nil
      }

      Important

      The secret is assumed to exist, but your Operator code should wait and retry when using this secret to give time to the CCO to create the secret.

      Additionally, the wait period should eventually time out and warn users that the OpenShift Container Platform cluster version, and therefore the CCO, might be an earlier version that does not support the CredentialsRequest object workflow with STS detection. In such cases, instruct users that they must add a secret by using another method.

    6. Configure the AWS SDK session, for example:

      Example AWS SDK session configuration

      sharedCredentialsFile, err := SharedCredentialsFileFromSecret(secret)
      if err != nil {
         // handle error
      }
      options := session.Options{
         SharedConfigState: session.SharedConfigEnable,
         SharedConfigFiles: []string{sharedCredentialsFile},
      }

5.1.2.2. Role specification

To install an Operator that uses AWS Security Token Service (STS), you must specify the IAM role that the Operator requires, ideally as a script that an administrator can run.

The following example shows a script that creates the required AWS IAM role and attaches the trust policy:

Example role creation script

#!/bin/bash
set -x

AWS_ACCOUNT_ID=$(aws sts get-caller-identity --query "Account" --output text)
OIDC_PROVIDER=$(oc get authentication cluster -ojson | jq -r .spec.serviceAccountIssuer | sed -e "s/^https:\/\///")
NAMESPACE=my-namespace
SERVICE_ACCOUNT_NAME="my-service-account"
POLICY_ARN_STRINGS="arn:aws:iam::aws:policy/AmazonS3FullAccess"


read -r -d '' TRUST_RELATIONSHIP <<EOF
{
 "Version": "2012-10-17",
 "Statement": [
   {
     "Effect": "Allow",
     "Principal": {
       "Federated": "arn:aws:iam::${AWS_ACCOUNT_ID}:oidc-provider/${OIDC_PROVIDER}"
     },
     "Action": "sts:AssumeRoleWithWebIdentity",
     "Condition": {
       "StringEquals": {
         "${OIDC_PROVIDER}:sub": "system:serviceaccount:${NAMESPACE}:${SERVICE_ACCOUNT_NAME}"
       }
     }
   }
 ]
}
EOF

echo "${TRUST_RELATIONSHIP}" > trust.json

aws iam create-role --role-name "$SERVICE_ACCOUNT_NAME" --assume-role-policy-document file://trust.json --description "role for demo"

while IFS= read -r POLICY_ARN; do
   echo -n "Attaching $POLICY_ARN ... "
   aws iam attach-role-policy \
       --role-name "$SERVICE_ACCOUNT_NAME" \
       --policy-arn "${POLICY_ARN}"
   echo "ok."
done <<< "$POLICY_ARN_STRINGS"

5.1.2.3. Troubleshoot authentication failures

If authentication was not successful, ensure you can assume the role with web identity by using the token provided to the Operator.

Procedure

  1. Extract the token from the pod:

    $ oc exec operator-pod -n <namespace_name> \
        -- cat /var/run/secrets/openshift/serviceaccount/token
  2. Extract the role ARN from the pod:

    $ oc exec operator-pod -n <namespace_name> \
        -- cat /<path>/<to>/<secret_name>

    Do not use root for the path.

  3. Try assuming the role with the web identity token:

    $ aws sts assume-role-with-web-identity \
        --role-arn $ROLEARN \
        --role-session-name <session_name> \
        --web-identity-token $TOKEN

To avoid credentials file mount failures on non-root pods, mount the secret to a writable location and enable the shared credentials file option in the AWS SDK.

5.1.2.5. Alternative method

As an alternative method for Operator authors, you can indicate that the user is responsible for creating the CredentialsRequest object for the Cloud Credential Operator (CCO) before installing the Operator.

The Operator instructions must indicate the following to users:

  • Provide a YAML version of a CredentialsRequest object, either by providing the YAML inline in the instructions or pointing users to a download location
  • Instruct the user to create the CredentialsRequest object

In OpenShift Container Platform 4.14 and later, after the CredentialsRequest object appears on the cluster with the appropriate STS information added, the Operator can then read the CCO-generated Secret or mount it, having defined the mount in the cluster service version (CSV).

For earlier versions of OpenShift Container Platform, the Operator instructions must also indicate the following to users:

  • Use the CCO utility (ccoctl) to generate the Secret YAML object from the CredentialsRequest object
  • Apply the Secret object to the cluster in the appropriate namespace

The Operator still must be able to consume the resulting secret to communicate with cloud APIs. Because in this case the secret is created by the user before the Operator is installed, the Operator can do either of the following:

  • Define an explicit mount in the Deployment object within the CSV
  • Programmatically read the Secret object from the API server, as shown in the recommended "Enabling Operators to support CCO-based workflows with AWS STS" method

When an OpenShift Container Platform cluster running on Azure is in Workload Identity / Federated Identity mode, it means the cluster is utilizing features of Azure and OpenShift Container Platform to apply user-assigned managed identities or app registrations in Microsoft Entra Workload ID at an application level.

The Cloud Credential Operator (CCO) is a cluster Operator installed by default in OpenShift Container Platform clusters running on cloud providers. Starting in OpenShift Container Platform 4.14.8, the CCO supports workflows for OLM-managed Operators with Workload ID.

For the purposes of Workload ID, the CCO provides the following functions:

  • Detects when it is running on an Workload ID-enabled cluster
  • Checks the CredentialsRequest object for the presence of fields that provide the required information for granting Operators access to Azure resources

The CCO can semi-automate this process through an expanded use of CredentialsRequest objects, which can request the creation of Secrets that contain the information required for Workload ID workflows.

Note

Subscriptions with automatic approvals for updates are not recommended because there might be permission changes to make before updating. Subscriptions with manual approvals for updates ensure that administrators have the opportunity to verify the permissions of the later version, take any necessary steps, and then update.

As an Operator author preparing an Operator for use alongside the updated CCO in OpenShift Container Platform 4.14 and later, you should instruct users and add code to handle the divergence from earlier CCO versions, in addition to handling Workload ID token authentication (if your Operator is not already enabled). The recommended method is to provide a CredentialsRequest object with the correctly filled Workload ID fields and let the CCO create the Secret object for you.

Important

If you plan to support OpenShift Container Platform clusters earlier than version 4.14, consider providing users with instructions on how to manually create a secret with the Workload ID-enabling information by using the CCO utility (ccoctl). Earlier CCO versions are unaware of Workload ID mode on the cluster and cannot create secrets for you.

Your code should check for secrets that never appear and warn users to follow the fallback instructions you have provided.

Authentication with Workload ID requires the following information:

  • azure_client_id
  • azure_tenant_id
  • azure_region
  • azure_subscription_id
  • azure_federated_token_file

The Install Operator page in the web console allows cluster administrators to provide this information at installation time. This information is then propagated to the Subscription object as environment variables on the Operator pod.

As an Operator author designing your project to run on Operator Lifecycle Manager (OLM), you can enable your Operator to authenticate against Microsoft Entra Workload ID-enabled OpenShift Container Platform clusters by customizing your project to support the Cloud Credential Operator (CCO).

With this method, the Operator is responsible for and requires RBAC permissions for creating the CredentialsRequest object and reading the resulting Secret object.

Note

By default, pods related to the Operator deployment mount a serviceAccountToken volume so that the service account token can be referenced in the resulting Secret object.

Prerequisites

  • OpenShift Container Platform 4.14 or later
  • Cluster in Workload ID mode
  • OLM-based Operator project

Procedure

  1. Update your Operator project’s ClusterServiceVersion (CSV) object:

    1. Ensure your Operator has RBAC permission to create CredentialsRequests objects:

      Example clusterPermissions list

      # ...
      install:
        spec:
          clusterPermissions:
          - rules:
            - apiGroups:
              - "cloudcredential.openshift.io"
              resources:
              - credentialsrequests
              verbs:
              - create
              - delete
              - get
              - list
              - patch
              - update
              - watch

    2. Add the following annotation to claim support for this method of CCO-based workflow with Workload ID:

      # ...
      metadata:
       annotations:
         features.operators.openshift.io/token-auth-azure: "true"
  2. Update your Operator project code:

    1. Get the client ID, tenant ID, and subscription ID from the environment variables set on the pod by the Subscription object. For example:

      // Get ENV var
      clientID := os.Getenv("CLIENTID")
      tenantID := os.Getenv("TENANTID")
      subscriptionID := os.Getenv("SUBSCRIPTIONID")
      azureFederatedTokenFile := "/var/run/secrets/openshift/serviceaccount/token"
    2. Ensure you have a CredentialsRequest object ready to be patched and applied.

      Note

      Adding a CredentialsRequest object to the Operator bundle is not currently supported.

    3. Add the Azure credentials information and web identity token path to the credentials request and apply it during Operator initialization:

      Example applying CredentialsRequest object during Operator initialization

      // apply CredentialsRequest on install
      credReqTemplate.Spec.AzureProviderSpec.AzureClientID = clientID
      credReqTemplate.Spec.AzureProviderSpec.AzureTenantID = tenantID
      credReqTemplate.Spec.AzureProviderSpec.AzureRegion = "centralus"
      credReqTemplate.Spec.AzureProviderSpec.AzureSubscriptionID = subscriptionID
      credReqTemplate.CloudTokenPath = azureFederatedTokenFile
      
      c := mgr.GetClient()
      if err := c.Create(context.TODO(), credReq); err != nil {
          if !errors.IsAlreadyExists(err) {
              setupLog.Error(err, "unable to create CredRequest")
              os.Exit(1)
          }
      }

    4. Ensure your Operator can wait for a Secret object to show up from the CCO, as shown in the following example, which is called along with the other items you are reconciling in your Operator:

      Example wait for Secret object

      // WaitForSecret is a function that takes a Kubernetes client, a namespace, and a v1 "k8s.io/api/core/v1" name as arguments
      // It waits until the secret object with the given name exists in the given namespace
      // It returns the secret object or an error if the timeout is exceeded
      func WaitForSecret(client kubernetes.Interface, namespace, name string) (*v1.Secret, error) {
        // set a timeout of 10 minutes
        timeout := time.After(10 * time.Minute)
      
        // set a polling interval of 10 seconds
        ticker := time.NewTicker(10 * time.Second)
      
        // loop until the timeout or the secret is found
        for {
           select {
           case <-timeout:
              // timeout is exceeded, return an error
              return nil, fmt.Errorf("timed out waiting for secret %s in namespace %s", name, namespace)
                 // add to this error with a pointer to instructions for following a manual path to a Secret that will work on STS
           case <-ticker.C:
              // polling interval is reached, try to get the secret
              secret, err := client.CoreV1().Secrets(namespace).Get(context.Background(), name, metav1.GetOptions{})
              if err != nil {
                 if errors.IsNotFound(err) {
                    // secret does not exist yet, continue waiting
                    continue
                 } else {
                    // some other error occurred, return it
                    return nil, err
                 }
              } else {
                 // secret is found, return it
                 return secret, nil
              }
           }
        }
      }

      The timeout value is based on an estimate of how fast the CCO might detect an added CredentialsRequest object and generate a Secret object. You might consider lowering the time or creating custom feedback for cluster administrators that could be wondering why the Operator is not yet accessing the cloud resources.

    5. Read the secret created by the CCO from the CredentialsRequest object to authenticate with Azure and receive the necessary credentials.

When an OpenShift Container Platform cluster running on Google Cloud is in GCP Workload Identity / Federated Identity mode, it means the cluster is utilizing features of Google Cloud and OpenShift Container Platform to apply permissions in GCP Workload Identity at an application level.

The Cloud Credential Operator (CCO) is a cluster Operator installed by default in OpenShift Container Platform clusters running on cloud providers. Starting in OpenShift Container Platform 4.17, the CCO supports workflows for OLM-managed Operators with GCP Workload Identity.

For the purposes of GCP Workload Identity, the CCO provides the following functions:

  • Detects when it is running on an GCP Workload Identity-enabled cluster
  • Checks the CredentialsRequest object for the presence of fields that provide the required information for granting Operators access to Google Cloud resources

The CCO can semi-automate this process through an expanded use of CredentialsRequest objects, which can request the creation of Secrets that contain the information required for GCP Workload Identity workflows.

Note

Subscriptions with automatic approvals for updates are not recommended because there might be permission changes to make before updating. Subscriptions with manual approvals for updates ensure that administrators have the opportunity to verify the permissions of the later version, take any necessary steps, and then update.

As an Operator author preparing an Operator for use alongside the updated CCO in OpenShift Container Platform 4.17 and later, you should instruct users and add code to handle the divergence from earlier CCO versions, in addition to handling GCP Workload Identity token authentication (if your Operator is not already enabled). The recommended method is to provide a CredentialsRequest object with the correctly filled GCP Workload Identity fields and let the CCO create the Secret object for you.

Important

If you plan to support OpenShift Container Platform clusters earlier than version 4.17, consider providing users with instructions on how to manually create a secret with the GCP Workload Identity-enabling information by using the CCO utility (ccoctl). Earlier CCO versions are unaware of GCP Workload Identity mode on the cluster and cannot create secrets for you.

Your code should check for secrets that never appear and warn users to follow the fallback instructions you have provided.

To authenticate with Google Cloud using short-lived tokens via Google Cloud Platform Workload Identity, Operators must provide the following information:

AUDIENCE

Created in Google Cloud by the administrator when they set up GCP Workload Identity, the AUDIENCE value must be a preformatted URL in the following format:

//iam.googleapis.com/projects/<project_number>/locations/global/workloadIdentityPools/<pool_id>/providers/<provider_id>
SERVICE_ACCOUNT_EMAIL

The SERVICE_ACCOUNT_EMAIL value is a Google Cloud service account email that is impersonated during Operator operation, for example:

<service_account_name>@<project_id>.iam.gserviceaccount.com

The Install Operator page in the web console allows cluster administrators to provide this information at installation time. This information is then propagated to the Subscription object as environment variables on the Operator pod.

As an Operator author designing your project to run on Operator Lifecycle Manager (OLM), you can enable your Operator to authenticate against Google Cloud Platform Workload Identity on OpenShift Container Platform clusters by customizing your project to support the Cloud Credential Operator (CCO).

With this method, the Operator is responsible for and requires RBAC permissions for creating the CredentialsRequest object and reading the resulting Secret object.

Note

By default, pods related to the Operator deployment mount a serviceAccountToken volume so that the service account token can be referenced in the resulting Secret object.

Prerequisites

  • OpenShift Container Platform 4.17 or later
  • Cluster in GCP Workload Identity / Federated Identity mode
  • OLM-based Operator project

Procedure

  1. Update your Operator project’s ClusterServiceVersion (CSV) object:

    1. Ensure Operator deployment in the CSV has the following volumeMounts and volumes fields so that the Operator can assume the role with web identity:

      Example volumeMounts and volumes fields

      # ...
            volumeMounts:
      
            - name: bound-sa-token
              mountPath: /var/run/secrets/openshift/serviceaccount
              readOnly: true
            volumes:
               # This service account token can be used to provide identity outside the cluster.
               - name: bound-sa-token
                 projected:
                   sources:
                   - serviceAccountToken:
                     path: token
                     audience: openshift

    2. Ensure your Operator has RBAC permission to create CredentialsRequests objects:

      Example clusterPermissions list

      # ...
      install:
        spec:
          clusterPermissions:
          - rules:
            - apiGroups:
              - "cloudcredential.openshift.io"
              resources:
              - credentialsrequests
              verbs:
              - create
              - delete
              - get
              - list
              - patch
              - update
              - watch

    3. Add the following annotation to claim support for this method of CCO-based workflow with GCP Workload Identity:

      # ...
      metadata:
       annotations:
         features.operators.openshift.io/token-auth-gcp: "true"
  2. Update your Operator project code:

    1. Get the audience and the serviceAccountEmail values from the environment variables set on the pod by the subscription config:

       // Get ENV var
         audience := os.Getenv("AUDIENCE")
         serviceAccountEmail := os.Getenv("SERVICE_ACCOUNT_EMAIL")
         gcpIdentityTokenFile := "/var/run/secrets/openshift/serviceaccount/token"
    2. Ensure you have a CredentialsRequest object ready to be patched and applied.

      Note

      Adding a CredentialsRequest object to the Operator bundle is not currently supported.

    3. Add the GCP Workload Identity variables to the credentials request and apply it during Operator initialization:

      Example applying CredentialsRequest object during Operator initialization

      // apply CredentialsRequest on install
         credReqTemplate.Spec.GCPProviderSpec.Audience = audience
         credReqTemplate.Spec.GCPProviderSpec.ServiceAccountEmail = serviceAccountEmail
         credReqTemplate.CloudTokenPath = gcpIdentityTokenFile
      
      
         c := mgr.GetClient()
         if err := c.Create(context.TODO(), credReq); err != nil {
             if !errors.IsAlreadyExists(err) {
                 setupLog.Error(err, "unable to create CredRequest")
                 os.Exit(1)
             }
         }

    4. Ensure your Operator can wait for a Secret object to show up from the CCO, as shown in the following example, which is called along with the other items you are reconciling in your Operator:

      Example wait for Secret object

      // WaitForSecret is a function that takes a Kubernetes client, a namespace, and a v1 "k8s.io/api/core/v1" name as arguments
      // It waits until the secret object with the given name exists in the given namespace
      // It returns the secret object or an error if the timeout is exceeded
      func WaitForSecret(client kubernetes.Interface, namespace, name string) (*v1.Secret, error) {
        // set a timeout of 10 minutes
        timeout := time.After(10 * time.Minute)
      
        // set a polling interval of 10 seconds
        ticker := time.NewTicker(10 * time.Second)
      
        // loop until the timeout or the secret is found
        for {
           select {
           case <-timeout:
              // timeout is exceeded, return an error
              return nil, fmt.Errorf("timed out waiting for secret %s in namespace %s", name, namespace)
      // add to this error with a pointer to instructions for following a manual path to a Secret that will work
           case <-ticker.C:
              // polling interval is reached, try to get the secret
              secret, err := client.CoreV1().Secrets(namespace).Get(context.Background(), name, metav1.GetOptions{})
              if err != nil {
                 if errors.IsNotFound(err) {
                    // secret does not exist yet, continue waiting
                    continue
                 } else {
                    // some other error occurred, return it
                    return nil, err
                 }
              } else {
                 // secret is found, return it
                 return secret, nil
              }
           }
        }
      }

      The timeout value is based on an estimate of how fast the CCO might detect an added CredentialsRequest object and generate a Secret object. You might consider lowering the time or creating custom feedback for cluster administrators that could be wondering why the Operator is not yet accessing the cloud resources.

    5. Read the service_account.json field from the secret and use it to authenticate your Google Cloud client:

      service_account_json := secret.StringData["service_account.json"]

Chapter 6. Cluster Operators reference

Cluster Operators are the architectural foundation for OpenShift Container Platform and are installed and managed by default by the Cluster Version Operator (CVO).

Cluster administrators can view cluster Operators in the OpenShift Container Platform web console from the AdministrationCluster Settings page.

Note

Cluster Operators are not managed by Operator Lifecycle Manager (OLM) and the software catalog. OLM and the software catalog are part of the Operator Framework used in OpenShift Container Platform for installing and running optional add-on Operators.

Some of the following cluster Operators can be disabled before installation. For more information see cluster capabilities.

6.1. Cluster Baremetal Operator

The Cluster Baremetal Operator is an optional cluster capability that can be disabled by cluster administrators during installation.

For more information about optional cluster capabilities, see "Cluster capabilities".

The Cluster Baremetal Operator (CBO) deploys all the components necessary to take a bare-metal server to a fully functioning worker node ready to run OpenShift Container Platform compute nodes. The CBO ensures that the metal3 deployment, which consists of the Bare Metal Operator (BMO) and Ironic containers, runs on one of the control plane nodes within the OpenShift Container Platform cluster. The CBO also listens for OpenShift Container Platform updates to resources that it watches and takes appropriate action.

6.2. Cloud Credential Operator

The Cloud Credential Operator (CCO) manages cloud provider credentials as Kubernetes custom resource definitions (CRDs). The CCO syncs on CredentialsRequest custom resources (CRs) to allow OpenShift Container Platform components to request cloud provider credentials with the specific permissions that are required for the cluster to run.

By setting different values for the credentialsMode parameter in the install-config.yaml file, the CCO can be configured to operate in several different modes. If no mode is specified, or the credentialsMode parameter is set to an empty string (""), the CCO operates in its default mode.

CRDs
  • credentialsrequests.cloudcredential.openshift.io

    • Scope: Namespaced
    • CR: CredentialsRequest
    • Validation: Yes
Configuration objects
No configuration required.

6.3. Cluster Authentication Operator

The Cluster Authentication Operator installs and maintains the Authentication custom resource in a cluster.

$ oc get clusteroperator authentication -o yaml

6.4. Cluster Autoscaler Operator

The Cluster Autoscaler Operator manages deployments of the OpenShift Cluster Autoscaler using the cluster-api provider.

6.4.1. CRDs

  • ClusterAutoscaler: This is a singleton resource, which controls the configuration autoscaler instance for the cluster. The Operator only responds to the ClusterAutoscaler resource named default in the managed namespace, the value of the WATCH_NAMESPACE environment variable.
  • MachineAutoscaler: This resource targets a node group and manages the annotations to enable and configure autoscaling for that group, the min and max size. Currently only MachineSet objects can be targeted.

6.5. Cloud Controller Manager Operator

Note

The status of this Operator is General Availability for Amazon Web Services (AWS), Google Cloud, IBM Cloud®, global Microsoft Azure, Microsoft Azure Stack Hub, Nutanix, Red Hat OpenStack Platform (RHOSP), and VMware vSphere.

The Operator is available as a Technology Preview for IBM Power® Virtual Server.

The Cloud Controller Manager Operator manages and updates the cloud controller managers deployed on top of OpenShift Container Platform. The Operator is based on the Kubebuilder framework and controller-runtime libraries. You can install the Cloud Controller Manager Operator by using the Cluster Version Operator (CVO).

The Cloud Controller Manager Operator includes the following components:

  • Operator
  • Cloud configuration observer

By default, the Operator exposes Prometheus metrics through the metrics service.

6.6. Cluster CAPI Operator

The Cluster CAPI Operator maintains the lifecycle of Cluster API resources. This Operator is responsible for all administrative tasks related to deploying the Cluster API project within an OpenShift Container Platform cluster.

Note

This Operator is available as a Technology Preview for Amazon Web Services (AWS), Google Cloud, Microsoft Azure, Red Hat OpenStack Platform (RHOSP), and VMware vSphere clusters.

6.6.1. CRDs

  • awsmachines.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: awsmachine
  • gcpmachines.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: gcpmachine
  • azuremachines.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: azuremachine
  • openstackmachines.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: openstackmachine
  • vspheremachines.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: vspheremachine
  • metal3machines.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: metal3machine
  • awsmachinetemplates.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: awsmachinetemplate
  • gcpmachinetemplates.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: gcpmachinetemplate
  • azuremachinetemplates.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: azuremachinetemplate
  • openstackmachinetemplates.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: openstackmachinetemplate
  • vspheremachinetemplates.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: vspheremachinetemplate
  • metal3machinetemplates.infrastructure.cluster.x-k8s.io

    • Scope: Namespaced
    • CR: metal3machinetemplate

6.7. Cluster Config Operator

The Cluster Config Operator creates custom resource definitions (CRDs), renders initial custom resources (CRs), and handles migrations for the config.openshift.io API group.

6.8. Cluster CSI Snapshot Controller Operator

The Cluster CSI Snapshot Controller Operator is an optional cluster capability that can be disabled by cluster administrators during installation. For more information about optional cluster capabilities, see "Cluster capabilities" in Installing.

The Cluster CSI Snapshot Controller Operator installs and maintains the CSI Snapshot Controller. The CSI Snapshot Controller is responsible for watching the VolumeSnapshot CRD objects and manages the creation and deletion lifecycle of volume snapshots.

6.9. Cluster Image Registry Operator

The Cluster Image Registry Operator manages a singleton instance of the OpenShift image registry. It manages all configuration of the registry, including creating storage.

On initial start up, the Operator creates a default image-registry resource instance based on the configuration detected in the cluster. This indicates what cloud storage type to use based on the cloud provider.

If insufficient information is available to define a complete image-registry resource, then an incomplete resource is defined and the Operator updates the resource status with information about what is missing.

The Cluster Image Registry Operator runs in the openshift-image-registry namespace and it also manages the registry instance in that location. All configuration and workload resources for the registry reside in that namespace.

6.10. Cluster Machine Approver Operator

The Cluster Machine Approver Operator automatically approves the CSRs requested for a new worker node after cluster installation.

Note

For the control plane node, the approve-csr service on the bootstrap node automatically approves all CSRs during the cluster bootstrapping phase.

6.11. Cluster Monitoring Operator

The Cluster Monitoring Operator (CMO) manages and updates the Prometheus-based cluster monitoring stack deployed on top of OpenShift Container Platform.

CRDs
  • alertmanagers.monitoring.coreos.com

    • Scope: Namespaced
    • CR: alertmanager
    • Validation: Yes
  • prometheuses.monitoring.coreos.com

    • Scope: Namespaced
    • CR: prometheus
    • Validation: Yes
  • prometheusrules.monitoring.coreos.com

    • Scope: Namespaced
    • CR: prometheusrule
    • Validation: Yes
  • servicemonitors.monitoring.coreos.com

    • Scope: Namespaced
    • CR: servicemonitor
    • Validation: Yes
Configuration objects
$ oc -n openshift-monitoring edit cm cluster-monitoring-config

6.12. Cluster Network Operator

The Cluster Network Operator installs and upgrades the networking components on an OpenShift Container Platform cluster.

6.13. Cluster Samples Operator

The Cluster Samples Operator is an optional cluster capability that can be disabled by cluster administrators during installation.

For more information about optional cluster capabilities, see "Cluster capabilities" in Installing.

The Cluster Samples Operator manages the sample image streams and templates stored in the openshift namespace.

On initial start up, the Operator creates the default samples configuration resource to initiate the creation of the image streams and templates. The configuration object is a cluster scoped object with the key cluster and type configs.samples.

The image streams are the Red Hat Enterprise Linux CoreOS (RHCOS)-based OpenShift Container Platform image streams pointing to images on registry.redhat.io. Similarly, the templates are those categorized as OpenShift Container Platform templates.

The Cluster Samples Operator deployment is contained within the openshift-cluster-samples-operator namespace. On start up, the install pull secret is used by the image stream import logic in the OpenShift image registry and API server to authenticate with registry.redhat.io. An administrator can create any additional secrets in the openshift namespace if they change the registry used for the sample image streams. If created, those secrets contain the content of a config.json for docker needed to facilitate image import.

The image for the Cluster Samples Operator contains image stream and template definitions for the associated OpenShift Container Platform release. After the Cluster Samples Operator creates a sample, it adds an annotation that denotes the OpenShift Container Platform version that it is compatible with. The Operator uses this annotation to ensure that each sample matches the compatible release version. Samples outside of its inventory are ignored, as are skipped samples.

Modifications to any samples that are managed by the Operator are allowed as long as the version annotation is not modified or deleted. However, on an upgrade, as the version annotation will change, those modifications can get replaced as the sample will be updated with the newer version. The Jenkins images are part of the image payload from the installation and are tagged into the image streams directly.

The samples resource includes a finalizer, which cleans up the following upon its deletion:

  • Operator-managed image streams
  • Operator-managed templates
  • Operator-generated configuration resources
  • Cluster status resources

Upon deletion of the samples resource, the Cluster Samples Operator recreates the resource using the default configuration.

6.14. Cluster Storage Operator

The Cluster Storage Operator is an optional cluster capability that can be disabled by cluster administrators during installation.

For more information about optional cluster capabilities, see "Cluster capabilities".

The Cluster Storage Operator sets OpenShift Container Platform cluster-wide storage defaults. It ensures a default storageclass exists for OpenShift Container Platform clusters. It also installs Container Storage Interface (CSI) drivers which enable your cluster to use various storage backends.

Configuration
No configuration is required.
Notes
The storage class that the Operator creates can be made non-default by editing its annotation, but this storage class cannot be deleted if the Operator runs.

6.15. Cluster Version Operator

Cluster Operators manage specific areas of cluster functionality. The Cluster Version Operator (CVO) manages the lifecycle of cluster Operators, many of which are installed in OpenShift Container Platform by default.

The CVO also checks with the OpenShift Update Service to see the valid updates and update paths based on current component versions and information in the graph by collecting the status of both the cluster version and its cluster Operators. This status includes the condition type, which informs you of the health and current state of the OpenShift Container Platform cluster.

For more information regarding cluster version condition types, see "Understanding cluster version condition types".

6.16. Console Operator

The Console Operator is an optional cluster capability that can be disabled by cluster administrators during installation. If you disable the Console Operator at installation, your cluster is still supported and upgradable.

For more information about optional cluster capabilities, see "Cluster capabilities".

The Console Operator installs and maintains the OpenShift Container Platform web console on a cluster. The Console Operator is installed by default and automatically maintains a console.

6.17. Control Plane Machine Set Operator

The Control Plane Machine Set Operator automates the management of control plane machine resources within an OpenShift Container Platform cluster.

Note

This Operator is available for Amazon Web Services (AWS), Google Cloud, Microsoft Azure, Nutanix, and VMware vSphere.

6.17.1. CRDs

  • controlplanemachineset.machine.openshift.io

    • Scope: Namespaced
    • CR: ControlPlaneMachineSet
    • Validation: Yes

6.18. DNS Operator

The DNS Operator deploys and manages CoreDNS to provide a name resolution service to pods that enables DNS-based Kubernetes Service discovery in OpenShift Container Platform.

The Operator creates a working default deployment based on the cluster’s configuration.

  • The default cluster domain is cluster.local.
  • Configuration of the CoreDNS Corefile or Kubernetes plugin is not yet supported.

The DNS Operator manages CoreDNS as a Kubernetes daemon set exposed as a service with a static IP. CoreDNS runs on all nodes in the cluster.

6.19. etcd cluster Operator

The etcd cluster Operator automates etcd cluster scaling, enables etcd monitoring and metrics, and simplifies disaster recovery procedures.

6.19.1. CRDs

  • etcds.operator.openshift.io

    • Scope: Cluster
    • CR: etcd
    • Validation: Yes

6.19.2. Configuration objects

$ oc edit etcd cluster

6.20. Ingress Operator

The Ingress Operator configures and manages the OpenShift Container Platform router.

CRDs
  • clusteringresses.ingress.openshift.io

    • Scope: Namespaced
    • CR: clusteringresses
    • Validation: No
Configuration objects
  • Cluster config

    • Type Name: clusteringresses.ingress.openshift.io
    • Instance Name: default
    • View Command:

      $ oc get clusteringresses.ingress.openshift.io -n openshift-ingress-operator default -o yaml
Notes

The Ingress Operator sets up the router in the openshift-ingress project and creates the deployment for the router:

$ oc get deployment -n openshift-ingress

The Ingress Operator uses the clusterNetwork[].cidr from the network/cluster status to determine what mode (IPv4, IPv6, or dual stack) the managed Ingress Controller (router) should operate in. For example, if clusterNetwork contains only a v6 cidr, then the Ingress Controller operates in IPv6-only mode.

In the following example, Ingress Controllers managed by the Ingress Operator will run in IPv4-only mode because only one cluster network exists and the network is an IPv4 cidr:

$ oc get network/cluster -o jsonpath='{.status.clusterNetwork[*]}'

Example output

map[cidr:10.128.0.0/14 hostPrefix:23]

6.21. Insights Operator

The Insights Operator is an optional cluster capability that can be disabled by cluster administrators during installation. For more information about optional cluster capabilities, see "Cluster capabilities" in Installing.

The Insights Operator gathers OpenShift Container Platform configuration data and sends it to Red Hat. The data is used to produce proactive insights recommendations about potential issues that a cluster might be exposed to. These insights are communicated to cluster administrators through the Red Hat Lightspeed advisor service on console.redhat.com.

Configuration
No configuration is required.
Notes
Insights Operator complements OpenShift Container Platform Telemetry.

6.22. Kubernetes API Server Operator

The Kubernetes API Server Operator manages and updates the Kubernetes API server deployed on top of OpenShift Container Platform. The Operator is based on the OpenShift Container Platform library-go framework and it is installed using the Cluster Version Operator (CVO).

6.22.1. CRDs

  • kubeapiservers.operator.openshift.io

    • Scope: Cluster
    • CR: kubeapiserver
    • Validation: Yes

6.22.2. Configuration objects

$ oc edit kubeapiserver

6.23. Kubernetes Controller Manager Operator

The Kubernetes Controller Manager Operator manages and updates the Kubernetes Controller Manager deployed on top of OpenShift Container Platform. The Operator is based on OpenShift Container Platform library-go framework and it is installed via the Cluster Version Operator (CVO).

It contains the following components:

  • Operator
  • Bootstrap manifest renderer
  • Installer based on static pods
  • Configuration observer

By default, the Operator exposes Prometheus metrics through the metrics service.

6.24. Kubernetes Scheduler Operator

The Kubernetes Scheduler Operator manages and updates the Kubernetes Scheduler deployed on top of OpenShift Container Platform. The Operator is based on the OpenShift Container Platform library-go framework and it is installed with the Cluster Version Operator (CVO).

The Kubernetes Scheduler Operator contains the following components:

  • Operator
  • Bootstrap manifest renderer
  • Installer based on static pods
  • Configuration observer

By default, the Operator exposes Prometheus metrics through the metrics service.

6.24.1. Configuration

The configuration for the Kubernetes Scheduler is the result of merging:

  • a default configuration.
  • an observed configuration from the spec schedulers.config.openshift.io.

All of these are sparse configurations, invalidated JSON snippets which are merged to form a valid configuration at the end.

6.25. Kubernetes Storage Version Migrator Operator

The Kubernetes Storage Version Migrator Operator detects changes of the default storage version, creates migration requests for resource types when the storage version changes, and processes migration requests.

6.26. Machine API Operator

The Machine API Operator manages the lifecycle of specific purpose custom resource definitions (CRD), controllers, and role based access control (RBAC) objects that extend the Kubernetes API and declare the desired state of machines in a cluster.

6.26.1. CRDs

  • MachineSet
  • Machine
  • MachineHealthCheck

6.27. Machine Config Operator

The Machine Config Operator manages and applies configuration and updates of the base operating system and container runtime, including everything between the kernel and kubelet.

There are four components:

  • machine-config-server: Provides Ignition configuration to new machines joining the cluster.
  • machine-config-controller: Coordinates the upgrade of machines to the desired configurations defined by a MachineConfig object. Options are provided to control the upgrade for sets of machines individually.
  • machine-config-daemon: Applies new machine configuration during update. Validates and verifies the state of the machine to the requested machine configuration.
  • machine-config: Provides a complete source of machine configuration at installation, first start up, and updates for a machine.
Important

Currently, there is no supported way to block or restrict the machine config server endpoint. The machine config server must be exposed to the network so that newly-provisioned machines, which have no existing configuration or state, are able to fetch their configuration. In this model, the root of trust is the certificate signing requests (CSR) endpoint, which is where the kubelet sends its certificate signing request for approval to join the cluster. Because of this, machine configs should not be used to distribute sensitive information, such as secrets and certificates.

To ensure that the machine config server endpoints, ports 22623 and 22624, are secured in bare metal scenarios, customers must configure proper network policies.

6.28. Marketplace Operator

The Marketplace Operator is an optional cluster capability that can be disabled by cluster administrators if it is not needed. For more information about optional cluster capabilities, see "Cluster capabilities" in Installing.

The Marketplace Operator simplifies the process for bringing off-cluster Operators to your cluster by using a set of default Operator Lifecycle Manager (OLM) catalogs on the cluster. When the Marketplace Operator is installed, it creates the openshift-marketplace namespace. OLM ensures catalog sources installed in the openshift-marketplace namespace are available for all namespaces on the cluster.

6.29. Node Tuning Operator

The Node Tuning Operator helps you manage node-level tuning by orchestrating the TuneD daemon and achieves low latency performance by using the Performance Profile controller. The majority of high-performance applications require some level of kernel tuning. The Node Tuning Operator provides a unified management interface to users of node-level sysctls and more flexibility to add custom tuning specified by user needs.

The Operator manages the containerized TuneD daemon for OpenShift Container Platform as a Kubernetes daemon set. It ensures the custom tuning specification is passed to all containerized TuneD daemons running in the cluster in the format that the daemons understand. The daemons run on all nodes in the cluster, one per node.

Node-level settings applied by the containerized TuneD daemon are rolled back on an event that triggers a profile change or when the containerized TuneD daemon is terminated gracefully by receiving and handling a termination signal.

The Node Tuning Operator uses the Performance Profile controller to implement automatic tuning to achieve low latency performance for OpenShift Container Platform applications.

The cluster administrator configures a performance profile to define node-level settings such as the following:

  • Updating the kernel to kernel-rt.
  • Choosing CPUs for housekeeping.
  • Choosing CPUs for running workloads.

The Node Tuning Operator is part of a standard OpenShift Container Platform installation in version 4.1 and later.

Note

In earlier versions of OpenShift Container Platform, the Performance Addon Operator was used to implement automatic tuning to achieve low latency performance for OpenShift applications. In OpenShift Container Platform 4.11 and later, this functionality is part of the Node Tuning Operator.

6.30. OpenShift API Server Operator

The OpenShift API Server Operator installs and maintains the openshift-apiserver on a cluster.

6.30.1. CRDs

  • openshiftapiservers.operator.openshift.io

    • Scope: Cluster
    • CR: openshiftapiserver
    • Validation: Yes

6.31. OpenShift Controller Manager Operator

The OpenShift Controller Manager Operator installs and maintains the OpenShiftControllerManager custom resource in a cluster.

$ oc get clusteroperator openshift-controller-manager -o yaml

The custom resource definition (CRD) openshiftcontrollermanagers.operator.openshift.io can be viewed in a cluster with:

$ oc get crd openshiftcontrollermanagers.operator.openshift.io -o yaml

Operator Lifecycle Manager (OLM) Classic has been included with OpenShift Container Platform 4 since its initial release and manages the lifecycle of cluster Operators and add-on Operators.

Operator Lifecycle Manager (OLM) Classic helps users install, update, and manage the lifecycle of Kubernetes native applications (Operators) and their associated services running across their OpenShift Container Platform clusters. Operator Lifecycle Manager (OLM) Classic forms part of the Operator Framework, an open source toolkit designed to manage Operators in an effective, automated, and scalable way.

Figure 6.1. OLM (Classic) workflow

olm workflow

OLM runs by default in OpenShift Container Platform 4.21, which aids cluster administrators in installing, upgrading, and granting access to Operators running on their cluster. The OpenShift Container Platform web console provides management screens for cluster administrators to install Operators, as well as grant specific projects access to use the catalog of Operators available on the cluster.

For developers, a self-service experience allows provisioning and configuring instances of databases, monitoring, and big data services without having to be subject matter experts, because the Operator has that knowledge baked into it.

6.32.2. OLM Operator

The OLM Operator deploys applications defined by cluster service versions (CSVs) after their required resources are present in the cluster. It watches CSVs in a namespace, verifies requirements, and runs the install strategy when conditions are met.

The OLM Operator is not concerned with the creation of the required resources; you can choose to manually create these resources using the CLI or using the Catalog Operator. This separation of concern allows users incremental buy-in in terms of how much of the OLM framework they choose to leverage for their application.

The OLM Operator uses the following workflow:

  1. Watch for cluster service versions (CSVs) in a namespace and check that requirements are met.
  2. If requirements are met, run the install strategy for the CSV.

    Note

    A CSV must be an active member of an Operator group for the install strategy to run.

6.32.3. Catalog Operator

The Catalog Operator in OpenShift Container Platform resolves and installs cluster service versions (CSVs) and their required resources from catalog sources. It watches subscriptions and catalog sources to create install plans and upgrade packages in channels.

To track a package in a channel, you can create a Subscription object configuring the desired package, channel, and the CatalogSource object you want to use for pulling updates. When updates are found, an appropriate InstallPlan object is written into the namespace on behalf of the user.

The Catalog Operator uses the following workflow:

  1. Connect to each catalog source in the cluster.
  2. Watch for unresolved install plans created by a user, and if found:

    1. Find the CSV matching the name requested and add the CSV as a resolved resource.
    2. For each managed or required CRD, add the CRD as a resolved resource.
    3. For each required CRD, find the CSV that manages it.
  3. Watch for resolved install plans and create all of the discovered resources for it, if approved by a user or automatically.
  4. Watch for catalog sources and subscriptions and create install plans based on them.

6.32.4. Catalog Registry

The Catalog Registry stores cluster service versions (CSVs), custom resource definitions (CRDs), and metadata about packages and channels for Operator installation in OpenShift Container Platform. Package manifests link package identities to CSVs so the Catalog Operator can step through channel upgrade paths.

A package manifest is an entry in the Catalog Registry that associates a package identity with sets of CSVs. Within a package, channels point to a particular CSV. Because CSVs explicitly reference the CSV that they replace, a package manifest provides the Catalog Operator with all of the information that is required to update a CSV to the latest version in a channel, stepping through each intermediate version.

6.32.5. CRDs

Operator Lifecycle Manager (OLM) and the Catalog Operator manage the following custom resource definitions (CRDs) that form the basis of the Operator Framework.

Expand
Table 6.1. CRDs managed by OLM and Catalog Operators
ResourceShort nameOwnerDescription

ClusterServiceVersion (CSV)

csv

OLM

Application metadata: name, version, icon, required resources, installation, and so on.

InstallPlan

ip

Catalog

Calculated list of resources to be created to automatically install or upgrade a CSV.

CatalogSource

catsrc

Catalog

A repository of CSVs, CRDs, and packages that define an application.

Subscription

sub

Catalog

Used to keep CSVs up to date by tracking a channel in a package.

OperatorGroup

og

OLM

Configures all Operators deployed in the same namespace as the OperatorGroup object to watch for their custom resource (CR) in a list of namespaces or cluster-wide.

Each of these Operators is also responsible for creating the following resources:

Expand
Table 6.2. Resources created by OLM and Catalog Operators
ResourceOwner

Deployments

OLM

ServiceAccounts

(Cluster)Roles

(Cluster)RoleBindings

CustomResourceDefinitions (CRDs)

Catalog

ClusterServiceVersions

6.32.6. Cluster Operators

Operator Lifecycle Manager (OLM) Classic functionality in OpenShift Container Platform is provided by a set of cluster Operators.

operator-lifecycle-manager
Provides the OLM Operator. Also informs cluster administrators if there are any installed Operators blocking cluster upgrade, based on their olm.maxOpenShiftVersion properties. For more information, see "Controlling Operator compatibility with OpenShift Container Platform versions".
operator-lifecycle-manager-catalog
Provides the Catalog Operator.
operator-lifecycle-manager-packageserver
Represents an API extension server responsible for collecting metadata from all catalogs on the cluster and serves the user-facing PackageManifest API.

6.33. Operator Lifecycle Manager (OLM) v1 Operator

Starting in OpenShift Container Platform 4.18, OLM v1 is enabled by default alongside OLM (Classic). This next-generation iteration provides an updated framework that evolves many of OLM (Classic) concepts that enable cluster administrators to extend capabilities for their users.

OLM v1 manages the lifecycle of the new ClusterExtension object, which includes Operators via the registry+v1 bundle format, and controls installation, upgrade, and role-based access control (RBAC) of extensions within a cluster.

In OpenShift Container Platform, OLM v1 is provided by the olm cluster Operator.

Note

The olm cluster Operator informs cluster administrators if there are any installed extensions blocking cluster upgrade, based on their olm.maxOpenShiftVersion properties. For more information, see "Compatibility with OpenShift Container Platform versions".

Operator Lifecycle Manager (OLM) v1 comprises the following component projects:

  • Operator Controller: The central component of OLM v1 that extends Kubernetes with an API through which users can install and manage the lifecycle of Operators and extensions. It consumes information from catalogd.
  • Catalogd: A Kubernetes extension that unpacks file-based catalog (FBC) content packaged and shipped in container images for consumption by on-cluster clients. As a component of the OLM v1 microservices architecture, catalogd hosts metadata for Kubernetes extensions packaged by the authors of the extensions, and as a result helps users discover installable content.
  • CRDs:

    • clusterextension.olm.operatorframework.io

      • Scope: Cluster
      • CR: ClusterExtension
    • clustercatalog.olm.operatorframework.io

      • Scope: Cluster
      • CR: ClusterCatalog
  • See the following projects in the Additional resources section:

    • operator-framework/operator-controller
    • operator-framework/catalogd

6.34. OpenShift Service CA Operator

The OpenShift Service CA Operator mints and manages serving certificates for Kubernetes services.

6.35. vSphere Problem Detector Operator

The vSphere Problem Detector Operator checks clusters that are deployed on vSphere for common installation and misconfiguration issues that are related to storage.

Note

The vSphere Problem Detector Operator is only started by the Cluster Storage Operator when the Cluster Storage Operator detects that the cluster is deployed on vSphere.

6.35.1. Configuration

No configuration is required.

6.35.2. Notes

  • The Operator supports OpenShift Container Platform installations on vSphere.
  • The Operator uses the vsphere-cloud-credentials to communicate with vSphere.
  • The Operator performs checks that are related to storage.

Chapter 7. OLM v1

7.1. About Operator Lifecycle Manager v1

Operator Lifecycle Manager (OLM) was included with OpenShift Container Platform 4 from its initial release. OpenShift Container Platform 4.18 includes components for a next-generation iteration of OLM as a generally available feature, which is known during this phase as OLM v1.

This updated framework evolves many of the concepts that have been part of previous versions of OLM and adds new capabilities. Starting in OpenShift Container Platform 4.17, documentation for OLM v1 has been moved to the new guide, "Extensions (OLM v1)".

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Copyright © Red Hat

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Modified versions must remove all Red Hat trademarks.

Portions adapted from https://github.com/kubernetes-incubator/service-catalog/ with modifications by Red Hat.

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