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Chapter 2. Deploy using dynamic storage devices

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Deploying OpenShift Data Foundation on OpenShift Container Platform using dynamic storage devices provided by Red Hat Virtualization gives you the option to create internal cluster resources. This results in the internal provisioning of the base services, which helps to make additional storage classes available to applications.

Ensure that you have addressed the requirements in Preparing to deploy OpenShift Data Foundation chapter before proceeding with the below steps for deploying using dynamic storage devices:

2.1. Installing Red Hat OpenShift Data Foundation Operator

You can install Red Hat OpenShift Data Foundation Operator using the Red Hat OpenShift Container Platform Operator Hub.

Prerequisites

  • Access to an OpenShift Container Platform cluster using an account with cluster-admin and Operator installation permissions.
  • You must have at least three worker nodes in the Red Hat OpenShift Container Platform cluster.
  • For additional resource requirements, see the Planning your deployment guide.
Important
  • When you need to override the cluster-wide default node selector for OpenShift Data Foundation, you can use the following command in the command line interface to specify a blank node selector for the openshift-storage namespace (create openshift-storage namespace in this case):

    $ oc annotate namespace openshift-storage openshift.io/node-selector=
  • Taint a node as infra to ensure only Red Hat OpenShift Data Foundation resources are scheduled on that node. This helps you save on subscription costs. For more information, see How to use dedicated worker nodes for Red Hat OpenShift Data Foundation chapter in the Managing and Allocating Storage Resources guide.

Procedure

  1. Log in to the OpenShift Web Console.
  2. Click Operators OperatorHub.
  3. Scroll or type OpenShift Data Foundation into the Filter by keyword box to find the OpenShift Data Foundation Operator.
  4. Click Install.
  5. Set the following options on the Install Operator page:

    1. Update Channel as stable-4.10.
    2. Installation Mode as A specific namespace on the cluster.
    3. Installed Namespace as Operator recommended namespace openshift-storage. If Namespace openshift-storage does not exist, it is created during the operator installation.
    4. Select Approval Strategy as Automatic or Manual.

      If you select Automatic updates, then the Operator Lifecycle Manager (OLM) automatically upgrades the running instance of your Operator without any intervention.

      If you select Manual updates, then the OLM creates an update request. As a cluster administrator, you must then manually approve that update request to update the Operator to a newer version.

    5. Ensure that the Enable option is selected for the Console plugin.
    6. Click Install.

Verification steps

  • After the operator is successfully installed, a pop-up with a message, Web console update is available appears on the user interface. Click Refresh web console from this pop-up for the console changes to reflect.
  • In the Web Console:

    • Navigate to Installed Operators and verify that the OpenShift Data Foundation Operator shows a green tick indicating successful installation.
    • Navigate to Storage and verify if Data Foundation dashboard is available.

2.2. Enabling cluster-wide encryption with KMS using the Token authentication method

To enable the key value backend path and policy in Vault for the Token authentication, follow the procedure:

Prerequisites

Procedure

  1. Enable the Key/Value (KV) backend path in Vault.

    For Vault KV secret engine API, version 1:

    $ vault secrets enable -path=odf kv

    For Vault KV secret engine API, version 2:

    $ vault secrets enable -path=odf kv-v2
  2. Create a policy to restrict users to perform a write or delete operation on the secret using the following commands.

    echo '
    path "odf/*" {
      capabilities = ["create", "read", "update", "delete", "list"]
    }
    path "sys/mounts" {
    capabilities = ["read"]
    }'| vault policy write odf -
  3. Create a token matching the above policy.

    $ vault token create -policy=odf -format json

2.3. Enabling cluster-wide encryption with KMS using the Kubernetes authentication method

You can enable the Kubernetes authentication method for cluster-wide encryption using the Key Management System (KMS).

Prerequisites

  • Administrator access to Vault.
  • A valid Red Hat OpenShift Data Foundation Advanced subscription. For more information, see the knowledgebase article on OpenShift Data Foundation subscriptions.
  • The OpenShift Data Foundation operator must be installed from the Operator Hub.
  • Select a unique path name as the backend path that follows the naming convention since it cannot be changed later.

    Note

    Use of Vault Namespaces is not supported with the Kubernetes authentication method in OpenShift Data Foundation 4.10

Procedure

  1. Create a service account:

    $ oc -n openshift-storage create serviceaccount <serviceaccount_name>

    where, <serviceaccount_name> specifies the name of the service account.

    For example:

    $ oc -n openshift-storage create serviceaccount odf-vault-auth
  2. Create clusterrolebindings and clusterroles:

    $ oc -n openshift-storage create clusterrolebinding vault-tokenreview-binding --clusterrole=system:auth-delegator --serviceaccount=openshift-storage:_<serviceaccount_name>_

    For example:

    $ oc -n openshift-storage create clusterrolebinding vault-tokenreview-binding --clusterrole=system:auth-delegator --serviceaccount=openshift-storage:odf-vault-auth
  3. Depending on the OpenShift Container Platform version, perform one of the following:

    • For OpenShift Container Platform 4.10:

      • Identify the secret name associated with the serviceaccount (SA) created above.

        $ VAULT_SA_SECRET_NAME=$(oc -n openshift-storage get sa <SA_NAME> -o jsonpath="{.secrets[*]['name']}") | grep -o "[^[:space:]]*-token-[^[:space:]]*"

        For example:

        $ VAULT_SA_SECRET_NAME=$(oc -n openshift-storage get sa odf-vault-auth -o jsonpath="{.secrets[*]['name']}" | grep -o "[^[:space:]]*-token-[^[:space:]]*")
    • For OpenShift Container Platform 4.11:

      • Create a secret for the serviceaccount token and CA certificate.

        $ cat <<EOF | oc create -f -
        apiVersion: v1
        kind: Secret
        metadata:
          name: odf-vault-auth-token
          namespace: openshift-storage
          annotations:
            kubernetes.io/service-account.name: <serviceaccount_name>
        type: kubernetes.io/service-account-token
        data: {}
        EOF

        where, <serviceaccount_name> is the service account created in the earlier step.

        $ VAULT_SA_SECRET_NAME=odf-vault-auth-token
  4. Get the token and the CA certificate from the secret.

    $ SA_JWT_TOKEN=$(oc -n openshift-storage get secret "$VAULT_SA_SECRET_NAME" -o jsonpath="{.data.token}" | base64 --decode; echo)
    $ SA_CA_CRT=$(oc -n openshift-storage get secret "$VAULT_SA_SECRET_NAME" -o jsonpath="{.data['ca\.crt']}" | base64 --decode; echo)
  5. Retrieve the OCP cluster endpoint.

    $ OCP_HOST=$(oc config view --minify --flatten -o jsonpath="{.clusters[0].cluster.server}")
  6. Fetch the service account issuer.

    $ oc proxy &
    $ proxy_pid=$!
    $ issuer="$( curl --silent http://127.0.0.1:8001/.well-known/openid-configuration | jq -r .issuer)"
    $ kill $proxy_pid
  7. Use the information collected in the steps above to setup the Kubernetes authentication method in Vault as shown below.

    $ vault auth enable kubernetes
    $ vault write auth/kubernetes/config \
              token_reviewer_jwt="$SA_JWT_TOKEN" \
              kubernetes_host="$OCP_HOST" \
              kubernetes_ca_cert="$SA_CA_CRT" \
              issuer="$issuer"
    Important

    To configure Kubernetes authentication method in Vault when the issuer is empty.

    $ vault write auth/kubernetes/config \
              token_reviewer_jwt="$SA_JWT_TOKEN" \
              kubernetes_host="$OCP_HOST" \
              kubernetes_ca_cert="$SA_CA_CRT"
  8. Enable the Key/Value (KV) backend path in Vault.

    For Vault KV secret engine API, version 1.

    $ vault secrets enable -path=odf kv

    For Vault KV secret engine API, version 2.

    $ vault secrets enable -path=odf kv-v2
  9. Create a policy to restrict users to perform a write or delete operation on the secret:

    echo '
    path "odf/*" {
      capabilities = ["create", "read", "update", "delete", "list"]
    }
    path "sys/mounts" {
    capabilities = ["read"]
    }'| vault policy write odf -
  10. Generate the roles:

    $ vault write auth/kubernetes/role/odf-rook-ceph-op \
            bound_service_account_names=rook-ceph-system,rook-ceph-osd,noobaa \
            bound_service_account_namespaces=openshift-storage \
            policies=odf \
            ttl=1440h

    The role odf-rook-ceph-op is later used while you configure the KMS connection details during the creation of the storage system.

    $ vault write auth/kubernetes/role/odf-rook-ceph-osd \
            bound_service_account_names=rook-ceph-osd \
            bound_service_account_namespaces=openshift-storage \
            policies=odf \
            ttl=1440h

2.4. Creating an OpenShift Data Foundation cluster

Create an OpenShift Data Foundation cluster after you install the OpenShift Data Foundation operator.

Prerequisites

Procedure

  1. In the OpenShift Web Console, click Operators Installed Operators to view all the installed operators.

    Ensure that the Project selected is openshift-storage.

  2. Click on the OpenShift Data Foundation operator, and then click Create StorageSystem.
  3. In the Backing storage page, select the following:

    1. Select Full Deployment for the Deployment type option.
    2. Select the Use an existing StorageClass option.
    3. Click Next.
  4. In the Capacity and nodes page, provide the necessary information:

    1. Select a value for Requested Capacity from the dropdown list. It is set to 2 TiB by default.

      Note

      Once you select the initial storage capacity, cluster expansion is performed only using the selected usable capacity (three times of raw storage).

    2. In the Select Nodes section, select at least three available nodes.
    3. Optional: Select the Taint nodes checkbox to dedicate the selected nodes for OpenShift Data Foundation.
    4. Click Next.
  5. Optional: In the Security and network page, configure the following based on your requirements:

    1. To enable encryption, select Enable data encryption for block and file storage.
    2. Select either one or both the encryption levels:

      • Cluster-wide encryption

        Encrypts the entire cluster (block and file).

      • StorageClass encryption

        Creates encrypted persistent volume (block only) using encryption enabled storage class.

    3. Select the Connect to an external key management service checkbox. This is optional for cluster-wide encryption.

      1. Key Management Service Provider is set to Vault by default.
      2. Select an Authentication Method.

        Using Token authentication method
        • Enter a unique Connection Name, host Address of the Vault server ('https://<hostname or ip>'), Port number and Token.
        • Expand Advanced Settings to enter additional settings and certificate details based on your Vault configuration:

          • Enter the Key Value secret path in Backend Path that is dedicated and unique to OpenShift Data Foundation.
          • Optional: Enter TLS Server Name and Vault Enterprise Namespace.
          • Upload the respective PEM encoded certificate file to provide the CA Certificate, Client Certificate and Client Private Key .
          • Click Save.
        Using Kubernetes authentication method
        • Enter a unique Vault Connection Name, host Address of the Vault server ('https://<hostname or ip>'), Port number and Role name.
        • Expand Advanced Settings to enter additional settings and certificate details based on your Vault configuration:

          • Enter the Key Value secret path in Backend Path that is dedicated and unique to OpenShift Data Foundation.
          • Optional: Enter TLS Server Name and Authentication Path if applicable.
          • Upload the respective PEM encoded certificate file to provide the CA Certificate, Client Certificate and Client Private Key .
          • Click Save.
    4. Click Next.
  6. In the Review and create page, review the configuration details.

    To modify any configuration settings, click Back.

  7. Click Create StorageSystem.

Verification steps

  • To verify the final Status of the installed storage cluster:

    1. In the OpenShift Web Console, navigate to Installed Operators OpenShift Data Foundation Storage System ocs-storagecluster-storagesystem Resources.
    2. Verify that Status of StorageCluster is Ready and has a green tick mark next to it.
  • To verify that all the components for OpenShift Data Foundation are successfully installed, see Verifying OpenShift Data Foundation deployment.

Additional resources

To enable Overprovision Control alerts, refer to Alerts in Monitoring guide.

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