Deploying OpenShift Data Foundation using Microsoft Azure

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-4.18.
   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.

Procedure

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

3. Create a token that matches the above policy:

   $ vault token create -policy=odf -format json

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. 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.

4. Get the token and the CA certificate from the secret.

   $ 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)

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 previous step to setup the Kubernetes authentication method in Vault:

   $ 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 the 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 the 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

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. Select the Storage Class.

      By default, it is set to managed-csi.

   4. Optional: Select Use external PostgreSQL checkbox to use an external PostgreSQL [Technology preview].

      This provides high availability solution for Multicloud Object Gateway where the PostgreSQL pod is a single point of failure.

      1. Provide the following connection details:

         • Username
         • Password
         • Server name and Port
         • Database name
      2. Select Enable TLS/SSL checkbox to enable encryption for the Postgres server.
   5. 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. In the Configure performance section, select one of the following performance profiles:

      • Lean

        Use this in a resource constrained environment with minimum resources that are lower than the recommended. This profile minimizes resource consumption by allocating fewer CPUs and less memory.

      • Balanced (default)

        Use this when recommended resources are available. This profile provides a balance between resource consumption and performance for diverse workloads.

      • Performance

        Use this in an environment with sufficient resources to get the best performance. This profile is tailored for high performance by allocating ample memory and CPUs to ensure optimal execution of demanding workloads.

        Note

        You have the option to configure the performance profile even after the deployment using the Configure performance option from the options menu of the StorageSystems tab.

        Important

        Before selecting a resource profile, make sure to check the current availability of resources within the cluster. Opting for a higher resource profile in a cluster with insufficient resources might lead to installation failures.

        For more information about resource requirements, see Resource requirement for performance profiles.

   4. 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.

   5. 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.

      1. 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.

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

         1. From the Key Management Service Provider drop-down list, select one of the following providers and provide the necessary details:

            • Vault

              1. 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.

                     Note

                     In case you need to enable key rotation for Vault KMS, run the following command in the OpenShift web console after the storage cluster is created:

                     oc patch storagecluster ocs-storagecluster -n openshift-storage --type=json -p '[{"op": "add", "path":"/spec/encryption/keyRotation/enable", "value": true}]'

            • Thales CipherTrust Manager (using KMIP)

              1. Enter a unique Connection Name for the Key Management service within the project.

              2. 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
              3. Upload the Client Certificate, CA certificate, and Client Private Key.
              4. If StorageClass encryption is enabled, enter the Unique Identifier to be used for encryption and decryption generated above.
              5. 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.

            • Azure Key Vault

              For information about setting up client authentication and fetching the client credentials in Azure platform, see the Prerequisites section of this procedure.

              1. Enter a unique Connection name for the key management service within the project.
              2. Enter Azure Vault URL.
              3. Enter Client ID.
              4. Enter Tenant ID.
              5. Upload Certificate file in .PEM format and the certificate file must include a client certificate and a private key.

   2. To enable in-transit encryption, select In-transit encryption.

      1. Select a Network.
      2. Click Next.

6. In the Review and create page, review the configuration details.

   To modify any configuration settings, click Back.

7. Click Create StorageSystem.

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-4.18.
   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.

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. Select the Storage Class.

      By default, it is set to managed-csi.

   4. Optional: Select Use external PostgreSQL checkbox to use an external PostgreSQL [Technology preview].

      This provides high availability solution for Multicloud Object Gateway where the PostgreSQL pod is a single point of failure.

      1. Provide the following connection details:

         • Username
         • Password
         • Server name and Port
         • Database name
      2. Select Enable TLS/SSL checkbox to enable encryption for the Postgres server.
   5. 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. In the Configure performance section, select one of the following performance profiles:

      • Lean

        Use this in a resource constrained environment with minimum resources that are lower than the recommended. This profile minimizes resource consumption by allocating fewer CPUs and less memory.

      • Balanced (default)

        Use this when recommended resources are available. This profile provides a balance between resource consumption and performance for diverse workloads.

      • Performance

        Use this in an environment with sufficient resources to get the best performance. This profile is tailored for high performance by allocating ample memory and CPUs to ensure optimal execution of demanding workloads.

        Note

        You have the option to configure the performance profile even after the deployment using the Configure performance option from the options menu of the StorageSystems tab.

        Important

        Before selecting a resource profile, make sure to check the current availability of resources within the cluster. Opting for a higher resource profile in a cluster with insufficient resources might lead to installation failures.

        For more information about resource requirements, see Resource requirement for performance profiles.

   4. 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.

   5. 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.

      1. 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.

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

         1. From the Key Management Service Provider drop-down list, select one of the following providers and provide the necessary details:

            • Vault

              1. 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.

                     Note

                     In case you need to enable key rotation for Vault KMS, run the following command in the OpenShift web console after the storage cluster is created:

                     oc patch storagecluster ocs-storagecluster -n openshift-storage --type=json -p '[{"op": "add", "path":"/spec/encryption/keyRotation/enable", "value": true}]'

            • Thales CipherTrust Manager (using KMIP)

              1. Enter a unique Connection Name for the Key Management service within the project.

              2. 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
              3. Upload the Client Certificate, CA certificate, and Client Private Key.
              4. If StorageClass encryption is enabled, enter the Unique Identifier to be used for encryption and decryption generated above.
              5. 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.

            • Azure Key Vault

              For information about setting up client authentication and fetching the client credentials in Azure platform, see the Prerequisites section of this procedure.

              1. Enter a unique Connection name for the key management service within the project.
              2. Enter Azure Vault URL.
              3. Enter Client ID.
              4. Enter Tenant ID.
              5. Upload Certificate file in .PEM format and the certificate file must include a client certificate and a private key.

   2. To enable in-transit encryption, select In-transit encryption.

      1. Select a Network.
      2. Click Next.

6. In the Review and create page, review the configuration details.

   To modify any configuration settings, click Back.

7. Click Create StorageSystem.

Procedure

1. Click Workloads → Pods from the OpenShift Web Console.

2. Select openshift-storage from the Project drop-down list.

   Note

   If the Show default projects option is disabled, use the toggle button to list all the default projects.

   For more information on the expected number of pods for each component and how it varies depending on the number of nodes, see the following table:

1. Set filter for Running and Completed pods to verify that the following pods are in Running and Completed state:

Procedure

1. In the OpenShift Web Console, click Storage → Data Foundation.
2. In the Status card of the Overview tab, click Storage System and then click the storage system link from the pop up that appears.
3. In the Status card of the Block and File tab, verify that the Storage Cluster has a green tick.
4. In the Details card, verify that the cluster information is displayed.

Procedure

1. In the OpenShift Web Console, click Storage → Data Foundation.

2. In the Status card of the Overview tab, click Storage System and then click the storage system link from the pop up that appears.

   1. In the Status card of the Object tab, verify that both Object Service and Data Resiliency have a green tick.
   2. In the Details card, verify that the MCG information is displayed.

Procedure

1. Click Storage → Storage Classes from the left pane of the OpenShift Web Console.

2. Verify that the following storage classes are created with the OpenShift Data Foundation cluster creation:

   • ocs-storagecluster-ceph-rbd
   • ocs-storagecluster-cephfs
   • openshift-storage.noobaa.io

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-4.18.
   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.

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 OpenShift Data Foundation operator and then click Create StorageSystem.

3. In the Backing storage page, select the following:

   1. Select Multicloud Object Gateway for Deployment type.
   2. Select the Use an existing StorageClass option.
   3. Click Next.

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

   1. 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.

   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 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.

   3. To use Thales CipherTrust Manager (using KMIP) as the KMS provider, follow the steps below:

      1. Enter a unique Connection Name for the Key Management service within the project.

      2. 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
      3. Upload the Client Certificate, CA certificate, and Client Private Key.
      4. If StorageClass encryption is enabled, enter the Unique Identifier to be used for encryption and decryption generated above.
      5. 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.
   4. Select a Network.
   5. Click Next.

5. In the Review and create page, review the configuration details:

   To modify any configuration settings, click Back.

6. Click Create StorageSystem.