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Chapter 2. Detailed requirements for deploying ROSA using STS

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Red Hat OpenShift Service on AWS (ROSA) provides a model that allows Red Hat to deploy clusters into a customer’s existing Amazon Web Service (AWS) account.

Tip

AWS Security Token Service (STS) is the recommended credential mode for installing and interacting with clusters on Red Hat OpenShift Service on AWS (ROSA) because it provides enhanced security.

Ensure that the following AWS prerequisites are met before installing ROSA with STS.

Important

When you create a ROSA cluster using AWS STS, an associated AWS OpenID Connect (OIDC) identity provider is created as well. This OIDC provider configuration relies on a public key that is located in the us-east-1 AWS region. Customers with AWS SCPs must allow the use of the us-east-1 AWS region, even if these clusters are deployed in a different region.

2.1. Customer requirements when using STS for deployment

The following prerequisites must be complete before you deploy a Red Hat OpenShift Service on AWS (ROSA) cluster that uses the AWS Security Token Service (STS).

2.1.1. Account

  • You must ensure that the AWS limits are sufficient to support Red Hat OpenShift Service on AWS provisioned within your AWS account. Running the rosa verify quota command in the CLI validates that you have the required quota to run a cluster.

    Note

    Quota verification checks your AWS quota, but it does not compare your consumption to your AWS quota. See the "Limits and scalability" link in Additional resources for more information.

  • If SCP policies are applied and enforced, these policies must not be more restrictive than the roles and policies required by the cluster.
  • Your AWS account should not be transferable to Red Hat.
  • You should not impose additional AWS usage restrictions beyond the defined roles and policies on Red Hat activities. Imposing restrictions will severely hinder Red Hat’s ability to respond to incidents.
  • You may deploy native AWS services within the same AWS account.

  • Your account must have a service-linked role set up as it is required for Elastic Load Balancing (ELB) to be configured. See the "Creating the Elastic Load Balancing (ELB) service-linked role" link in the Additional resources for information about creating a service-linked role for your ELB if you have not created a load balancer in your AWS account previously.

    Note

    You are encouraged, but not required, to deploy resources in a Virtual Private Cloud (VPC) separate from the VPC hosting Red Hat OpenShift Service on AWS and other Red Hat supported services.

Additional resources

2.1.2. Access requirements

  • Red Hat must have AWS console access to the customer-provided AWS account. Red Hat protects and manages this access.
  • You must not use the AWS account to elevate your permissions within the Red Hat OpenShift Service on AWS (ROSA) cluster.
  • Actions available in the ROSA CLI (rosa) or OpenShift Cluster Manager console must not be directly performed in your AWS account.
  • You do not need to have a preconfigured domain to deploy ROSA clusters. If you wish to use a custom domain, see the Additional resources for information.

Additional resources

2.1.3. Support requirements

  • Red Hat recommends that the customer have at least Business Support from AWS.
  • Red Hat may have permission from the customer to request AWS support on their behalf.
  • Red Hat may have permission from the customer to request AWS resource limit increases on the customer’s account.
  • Red Hat manages the restrictions, limitations, expectations, and defaults for all Red Hat OpenShift Service on AWS clusters in the same manner, unless otherwise specified in this requirements section.

2.1.4. Security requirements

  • Red Hat must have ingress access to EC2 hosts and the API server from allow-listed IP addresses.
  • Red Hat must have egress allowed to the documented domains. See the "AWS firewall prerequisites" section for the designated domains.

Additional resources

2.1.5. Requirements for using OpenShift Cluster Manager

The following sections describe requirements for OpenShift Cluster Manager. If you use the CLI tools exclusively, then you can disregard the requirements.

To use OpenShift Cluster Manager, you must link your AWS accounts. This linking concept is also known as account association.

2.1.5.1. AWS account association

Red Hat OpenShift Service on AWS (ROSA) cluster-provisioning tasks require linking ocm-role and user-role IAM roles to your AWS account using your Amazon Resource Name (ARN).

The ocm-role ARN is stored as a label in your Red Hat organization while the user-role ARN is stored as a label inside your Red Hat user account. Red Hat uses these ARN labels to confirm that the user is a valid account holder and that the correct permissions are available to perform the necessary tasks in the AWS account.

2.1.5.2. Linking your AWS account

You can link your AWS account to existing IAM roles by using the Red Hat OpenShift Service on AWS (ROSA) CLI, rosa.

Prerequisites

  • You have an AWS account.
  • You are using OpenShift Cluster Manager to create clusters.
  • You have the permissions required to install AWS account-wide roles. See the "Additional resources" of this section for more information.
  • You have installed and configured the latest AWS (aws) and ROSA (rosa) CLIs on your installation host.

  • You have created your ocm-role and user-role IAM roles, but have not yet linked them to your AWS account. You can check whether your IAM roles are already linked by running the following commands: 

    $ rosa list ocm-role
    $ rosa list user-role

    If Yes is displayed in the Linked column for both roles, you have already linked the roles to an AWS account.

Procedure

  1. From the CLI, link your ocm-role resource to your Red Hat organization by using your Amazon Resource Name (ARN):

    Note

    You must have Red Hat Organization Administrator privileges to run the rosa link command. After you link the ocm-role resource with your AWS account, it is visible for all users in the organization. 

    $ rosa link ocm-role --role-arn <arn>

    Example output

    I: Linking OCM role
? Link the '<AWS ACCOUNT ID>` role with organization '<ORG ID>'? Yes
I: Successfully linked role-arn '<AWS ACCOUNT ID>' with organization account '<ORG ID>'

  2. From the CLI, link your user-role resource to your Red Hat user account by using your Amazon Resource Name (ARN): 

    $ rosa link user-role --role-arn <arn>

    Example output

    I: Linking User role
? Link the 'arn:aws:iam::<ARN>:role/ManagedOpenShift-User-Role-125' role with organization '<AWS ID>'? Yes
I: Successfully linked role-arn 'arn:aws:iam::<ARN>:role/ManagedOpenShift-User-Role-125' with organization account '<AWS ID>'

Additional resources

2.1.5.3. Associating multiple AWS accounts with your Red Hat organization

You can associate multiple AWS accounts with your Red Hat organization. Associating multiple accounts lets you create Red Hat OpenShift Service on AWS (ROSA) clusters on any of the associated AWS accounts from your Red Hat organization.

With this feature, you can create clusters in different AWS regions by using multiple AWS profiles as region-bound environments.

Prerequisites

  • You have an AWS account.
  • You are using OpenShift Cluster Manager to create clusters.
  • You have the permissions required to install AWS account-wide roles.
  • You have installed and configured the latest AWS (aws) and ROSA (rosa) CLIs on your installation host.
  • You have created your ocm-role and user-role IAM roles.

Procedure

To associate an additional AWS account, first create a profile in your local AWS configuration. Then, associate the account with your Red Hat organization by creating the ocm-role, user, and account roles in the additional AWS account.

To create the roles in an additional region, specify the --profile <aws-profile> parameter when running the rosa create commands and replace <aws_profile> with the additional account profile name:

  • To specify an AWS account profile when creating an OpenShift Cluster Manager role: 

    $ rosa create --profile <aws_profile> ocm-role

  • To specify an AWS account profile when creating a user role: 

    $ rosa create --profile <aws_profile> user-role

  • To specify an AWS account profile when creating the account roles: 

    $ rosa create --profile <aws_profile> account-roles
Note

If you do not specify a profile, the default AWS profile is used.

2.2. Requirements for deploying a cluster in an opt-in region

An AWS opt-in region is a region that is not enabled by default. If you want to deploy a Red Hat OpenShift Service on AWS (ROSA) cluster that uses the AWS Security Token Service (STS) in an opt-in region, you must meet the following requirements:

  • The region must be enabled in your AWS account. For more information about enabling opt-in regions, see Managing AWS Regions in the AWS documentation.

  • The security token version in your AWS account must be set to version 2. You cannot use version 1 security tokens for opt-in regions.

    Important

    Updating to security token version 2 can impact the systems that store the tokens, due to the increased token length. For more information, see the AWS documentation on setting STS preferences.

2.2.1. Setting the AWS security token version

If you want to create a Red Hat OpenShift Service on AWS (ROSA) cluster with the AWS Security Token Service (STS) in an AWS opt-in region, you must set the security token version to version 2 in your AWS account.

Prerequisites

  • You have installed and configured the latest AWS CLI on your installation host.

Procedure

  1. List the ID of the AWS account that is defined in your AWS CLI configuration: 

    $ aws sts get-caller-identity --query Account --output json

    Ensure that the output matches the ID of the relevant AWS account.

  2. List the security token version that is set in your AWS account: 

    $ aws iam get-account-summary --query SummaryMap.GlobalEndpointTokenVersion --output json

    Example output

    1

  3. To update the security token version to version 2 for all regions in your AWS account, run the following command: 

    $ aws iam set-security-token-service-preferences --global-endpoint-token-version v2Token
    Important

    Updating to security token version 2 can impact the systems that store the tokens, due to the increased token length. For more information, see the AWS documentation on setting STS preferences.

2.3. Red Hat managed IAM references for AWS

With the STS deployment model, Red Hat is no longer responsible for creating and managing Amazon Web Services (AWS) IAM policies, IAM users, or IAM roles. For information on creating these roles and policies, see the following sections on IAM roles.

2.4. Provisioned AWS Infrastructure

This is an overview of the provisioned Amazon Web Services (AWS) components on a deployed Red Hat OpenShift Service on AWS (ROSA) cluster. For a more detailed listing of all provisioned AWS components, see the OpenShift Container Platform documentation.

2.4.1. EC2 instances

AWS EC2 instances are required for deploying the control plane and data plane functions of ROSA in the AWS public cloud.

Instance types can vary for control plane and infrastructure nodes, depending on the worker node count. At a minimum, the following EC2 instances will be deployed:

  • Three m5.2xlarge control plane nodes
  • Two r5.xlarge infrastructure nodes
  • Two m5.xlarge customizable worker nodes

For further guidance on worker node counts, see the information about initial planning considerations in the "Limits and scalability" topic listed in the "Additional resources" section of this page.

2.4.2. Amazon Elastic Block Store storage

Amazon Elastic Block Store (Amazon EBS) block storage is used for both local node storage and persistent volume storage.

Volume requirements for each EC2 instance:

  • Control Plane Volume

    • Size: 350GB
    • Type: gp3
    • Input/Output Operations Per Second: 1000

  • Infrastructure Volume

    • Size: 300GB
    • Type: gp3
    • Input/Output Operations Per Second: 900

  • Worker Volume

    • Size: 300GB
    • Type: gp3
    • Input/Output Operations Per Second: 900
Note

Clusters deployed before the release of OpenShift Container Platform 4.11 use gp2 type storage by default.

2.4.3. Elastic Load Balancing

Up to two Network Load Balancers for API and up to two Classic Load Balancers for application router. For more information, see the ELB documentation for AWS.

2.4.4. S3 storage

The image registry is backed by AWS S3 storage. Pruning of resources is performed regularly to optimize S3 usage and cluster performance.

Note

Two buckets are required with a typical size of 2TB each.

2.4.5. VPC

Customers should expect to see one VPC per cluster. Additionally, the VPC will need the following configurations:

  • Subnets: Two subnets for a cluster with a single availability zone, or six subnets for a cluster with multiple availability zones.

    Note

    A public subnet connects directly to the internet through an internet gateway. A private subnet connects to the internet through a network address translation (NAT) gateway.

  • Route tables: One route table per private subnet, and one additional table per cluster.
  • Internet gateways: One Internet Gateway per cluster.
  • NAT gateways: One NAT Gateway per public subnet.

Figure 2.1. Sample VPC Architecture

VPC Reference Architecture

2.4.6. Security groups

AWS security groups provide security at the protocol and port access level; they are associated with EC2 instances and Elastic Load Balancing (ELB) load balancers. Each security group contains a set of rules that filter traffic coming in and out of one or more EC2 instances. You must ensure the ports required for the OpenShift installation are open on your network and configured to allow access between hosts.

Table 2.1. Required ports for default security groups
GroupTypeIP ProtocolPort range

MasterSecurityGroup

AWS::EC2::SecurityGroup

icmp

0

tcp

22

tcp

6443

tcp

22623

WorkerSecurityGroup

AWS::EC2::SecurityGroup

icmp

0

tcp

22

BootstrapSecurityGroup

AWS::EC2::SecurityGroup

tcp

22

tcp

19531

2.4.6.1. Additional custom security groups

When you create a cluster using an existing non-managed VPC, you can add additional custom security groups during cluster creation. Custom security groups are subject to the following limitations:

  • You must create the custom security groups in AWS before you create the cluster. For more information, see Amazon EC2 security groups for Linux instances.
  • You must associate the custom security groups with the VPC that the cluster will be installed into. Your custom security groups cannot be associated with another VPC.
  • You might need to request additional quota for your VPC if you are adding additional custom security groups. For information on AWS quota requirements for ROSA, see Required AWS service quotas in Prepare your environment. For information on requesting an AWS quota increase, see Requesting a quota increase.

2.6. Next steps

2.7. Additional resources

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