Chapter 2. Deploying OpenShift Data Foundation on Microsoft Azure
You can deploy OpenShift Data Foundation on OpenShift Container Platform using dynamic storage devices provided by Microsoft Azure installer-provisioned infrastructure (IPI) (type: managed-csi
) that enables you to create internal cluster resources. This results in internal provisioning of the base services, which helps to make additional storage classes available to applications.
Also, it is possible to deploy only the Multicloud Object Gateway (MCG) component with OpenShift Data Foundation. For more information, see Deploy standalone Multicloud Object Gateway.
Only internal OpenShift Data Foundation clusters are supported on Microsoft Azure. See Planning your deployment for more information about deployment requirements.
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 or infrastructure nodes in the Red Hat OpenShift Container Platform cluster. Each node should include one disk and requires 3 disks (PVs). However, one PV remains eventually unused by default. This is an expected behavior.
- For additional resource requirements, see the Planning your deployment guide.
When you need to override the cluster-wide default node selector for OpenShift Data Foundation, you can use the following command to specify a blank node selector for the
openshift-storage
namespace (createopenshift-storage
namespace in this case):Copy to Clipboard Copied! Toggle word wrap Toggle overflow oc annotate namespace openshift-storage openshift.io/node-selector=
$ 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 the How to use dedicated worker nodes for Red Hat OpenShift Data Foundation section in the Managing and Allocating Storage Resources guide.
Procedure
- Log in to the OpenShift Web Console.
-
Click Operators
OperatorHub. -
Scroll or type
OpenShift Data Foundation
into the Filter by keyword box to find the OpenShift Data Foundation Operator. - Click Install.
Set the following options on the Install Operator page:
- Update Channel as stable-4.14.
- Installation Mode as A specific namespace on the cluster.
-
Installed Namespace as Operator recommended namespace openshift-storage. If Namespace
openshift-storage
does not exist, it is created during the operator installation. 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.
- Ensure that the Enable option is selected for the Console plugin.
- 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 the Data Foundation dashboard is available.
2.2. Enabling cluster-wide encryption with KMS using the Token authentication method
You can enable the key value backend path and policy in the vault for token authentication.
Prerequisites
- Administrator access to the vault.
- A valid Red Hat OpenShift Data Foundation Advanced subscription. For more information, see the knowledgebase article on OpenShift Data Foundation subscriptions.
-
Carefully, select a unique path name as the backend
path
that follows the naming convention since you cannot change it later.
Procedure
Enable the Key/Value (KV) backend path in the vault.
For vault KV secret engine API, version 1:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow vault secrets enable -path=odf kv
$ vault secrets enable -path=odf kv
For vault KV secret engine API, version 2:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow vault secrets enable -path=odf kv-v2
$ vault secrets enable -path=odf kv-v2
Create a policy to restrict the users to perform a write or delete operation on the secret:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow echo ' path "odf/*" { capabilities = ["create", "read", "update", "delete", "list"] } path "sys/mounts" { capabilities = ["read"] }'| vault policy write odf -
echo ' path "odf/*" { capabilities = ["create", "read", "update", "delete", "list"] } path "sys/mounts" { capabilities = ["read"] }'| vault policy write odf -
Create a token that matches the above policy:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow vault token create -policy=odf -format json
$ 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 carefully. You cannot change this path name later.
Procedure
Create a service account:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow oc -n openshift-storage create serviceaccount <serviceaccount_name>
$ oc -n openshift-storage create serviceaccount <serviceaccount_name>
where,
<serviceaccount_name>
specifies the name of the service account.For example:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow oc -n openshift-storage create serviceaccount odf-vault-auth
$ oc -n openshift-storage create serviceaccount odf-vault-auth
Create
clusterrolebindings
andclusterroles
:Copy to Clipboard Copied! Toggle word wrap Toggle overflow oc -n openshift-storage create clusterrolebinding vault-tokenreview-binding --clusterrole=system:auth-delegator --serviceaccount=openshift-storage:_<serviceaccount_name>_
$ oc -n openshift-storage create clusterrolebinding vault-tokenreview-binding --clusterrole=system:auth-delegator --serviceaccount=openshift-storage:_<serviceaccount_name>_
For example:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow oc -n openshift-storage create clusterrolebinding vault-tokenreview-binding --clusterrole=system:auth-delegator --serviceaccount=openshift-storage:odf-vault-auth
$ oc -n openshift-storage create clusterrolebinding vault-tokenreview-binding --clusterrole=system:auth-delegator --serviceaccount=openshift-storage:odf-vault-auth
Create a secret for the
serviceaccount
token and CA certificate.Copy to Clipboard Copied! Toggle word wrap Toggle overflow 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
$ 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.Get the token and the CA certificate from the secret.
Copy to Clipboard Copied! Toggle word wrap Toggle overflow SA_JWT_TOKEN=$(oc -n openshift-storage get secret odf-vault-auth-token -o jsonpath="{.data['token']}" | base64 --decode; echo) SA_CA_CRT=$(oc -n openshift-storage get secret odf-vault-auth-token -o jsonpath="{.data['ca\.crt']}" | base64 --decode; echo)
$ SA_JWT_TOKEN=$(oc -n openshift-storage get secret odf-vault-auth-token -o jsonpath="{.data['token']}" | base64 --decode; echo) $ SA_CA_CRT=$(oc -n openshift-storage get secret odf-vault-auth-token -o jsonpath="{.data['ca\.crt']}" | base64 --decode; echo)
Retrieve the OCP cluster endpoint.
Copy to Clipboard Copied! Toggle word wrap Toggle overflow OCP_HOST=$(oc config view --minify --flatten -o jsonpath="{.clusters[0].cluster.server}")
$ OCP_HOST=$(oc config view --minify --flatten -o jsonpath="{.clusters[0].cluster.server}")
Fetch the service account issuer:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow oc proxy & proxy_pid=$! issuer="$( curl --silent http://127.0.0.1:8001/.well-known/openid-configuration | jq -r .issuer)" kill $proxy_pid
$ oc proxy & $ proxy_pid=$! $ issuer="$( curl --silent http://127.0.0.1:8001/.well-known/openid-configuration | jq -r .issuer)" $ kill $proxy_pid
Use the information collected in the previous step to setup the Kubernetes authentication method in Vault:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow vault auth enable kubernetes
$ vault auth enable kubernetes
Copy to Clipboard Copied! Toggle word wrap Toggle overflow vault write auth/kubernetes/config \ token_reviewer_jwt="$SA_JWT_TOKEN" \ kubernetes_host="$OCP_HOST" \ kubernetes_ca_cert="$SA_CA_CRT" \ issuer="$issuer"
$ vault write auth/kubernetes/config \ token_reviewer_jwt="$SA_JWT_TOKEN" \ kubernetes_host="$OCP_HOST" \ kubernetes_ca_cert="$SA_CA_CRT" \ issuer="$issuer"
ImportantTo configure the Kubernetes authentication method in Vault when the issuer is empty:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow vault write auth/kubernetes/config \ token_reviewer_jwt="$SA_JWT_TOKEN" \ kubernetes_host="$OCP_HOST" \ kubernetes_ca_cert="$SA_CA_CRT"
$ vault write auth/kubernetes/config \ token_reviewer_jwt="$SA_JWT_TOKEN" \ kubernetes_host="$OCP_HOST" \ kubernetes_ca_cert="$SA_CA_CRT"
Enable the Key/Value (KV) backend path in Vault.
For Vault KV secret engine API, version 1:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow vault secrets enable -path=odf kv
$ vault secrets enable -path=odf kv
For Vault KV secret engine API, version 2:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow vault secrets enable -path=odf kv-v2
$ vault secrets enable -path=odf kv-v2
Create a policy to restrict the users to perform a
write
ordelete
operation on the secret:Copy to Clipboard Copied! Toggle word wrap Toggle overflow echo ' path "odf/*" { capabilities = ["create", "read", "update", "delete", "list"] } path "sys/mounts" { capabilities = ["read"] }'| vault policy write odf -
echo ' path "odf/*" { capabilities = ["create", "read", "update", "delete", "list"] } path "sys/mounts" { capabilities = ["read"] }'| vault policy write odf -
Generate the roles:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow 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
$ 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.Copy to Clipboard Copied! Toggle word wrap Toggle overflow 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
$ 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
- The OpenShift Data Foundation operator must be installed from the Operator Hub. For more information, see Installing OpenShift Data Foundation Operator using the Operator Hub.
Procedure
In the OpenShift Web Console, click Operators
Installed Operators to view all the installed operators. Ensure that the Project selected is
openshift-storage
.- Click on the OpenShift Data Foundation operator, and then click Create StorageSystem.
In the Backing storage page, select the following:
- Select Full Deployment for the Deployment type option.
- Select the Use an existing StorageClass option.
Select the Storage Class.
By default, it is set to
managed-csi
.- Click Next.
In the Capacity and nodes page, provide the necessary information:
Select a value for Requested Capacity from the dropdown list. It is set to
2 TiB
by default.NoteOnce you select the initial storage capacity, cluster expansion is performed only using the selected usable capacity (three times of raw storage).
- In the Select Nodes section, select at least three available nodes.
Optional: Select the Taint nodes checkbox to dedicate the selected nodes for OpenShift Data Foundation.
For cloud platforms with multiple availability zones, ensure that the Nodes are spread across different Locations/availability zones.
If the nodes selected do not match the OpenShift Data Foundation cluster requirements of an aggregated 30 CPUs and 72 GiB of RAM, a minimal cluster is deployed. For minimum starting node requirements, see the Resource requirements section in the Planning guide.
Optional [Technology preview]: Select the Add replica-1 pool checkbox to deploy OpenShift Data Foundation with a single replica. This avoids redundant data copies and allows resiliency management on the application level.
WarningEnabling this feature creates a single replica pool without data replication, increasing the risk of data loss, data corruption, and potential system instability if your application does not have its own replication.
ImportantSingle replica deployment is a Technology Preview feature. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.
For more information, see Technology Preview Features Support Scope.
- Click Next.
Optional: In the Security and network page, configure the following based on your requirements:
To enable encryption, select Enable data encryption for block and file storage.
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.
Optional: Select the Connect to an external key management service checkbox. This is optional for cluster-wide encryption.
- From the Key Management Service Provider drop-down list, either select Vault or Thales CipherTrust Manager (using KMIP). If you selected Vault, go to the next step. If you selected Thales CipherTrust Manager (using KMIP), go to step iii.
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 and skip to step iv.
- 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 and skip to step iv.
To use Thales CipherTrust Manager (using KMIP) as the KMS provider, follow the steps below:
- Enter a unique Connection Name for the Key Management service within the project.
In the Address and Port sections, enter the IP of Thales CipherTrust Manager and the port where the KMIP interface is enabled. For example:
- Address: 123.34.3.2
- Port: 5696
- Upload the Client Certificate, CA certificate, and Client Private Key.
- If StorageClass encryption is enabled, enter the Unique Identifier to be used for encryption and decryption generated above.
-
The TLS Server field is optional and used when there is no DNS entry for the KMIP endpoint. For example,
kmip_all_<port>.ciphertrustmanager.local
.
- Select a Network.
- Click Next.
To enable in-transit encryption, select In-transit encryption.
- Select a Network.
- Click Next.
In the Review and create page, review the configuration details.
To modify any configuration settings, click Back.
- Click Create StorageSystem.
Verification steps
To verify the final Status of the installed storage cluster:
-
In the OpenShift Web Console, navigate to Installed Operators
OpenShift Data Foundation Storage System ocs-storagecluster-storagesystem Resources. -
Verify that
Status
ofStorageCluster
isReady
and has a green tick mark next to it.
-
In the OpenShift Web Console, navigate to Installed Operators
- To verify that all components for OpenShift Data Foundation are successfully installed, see Verifying your OpenShift Data Foundation deployment.
Additional resources
To enable Overprovision Control alerts, refer to Alerts in Monitoring guide.