Chapter 5. Installing a cluster on AWS with network customizations

Procedure

1. If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command:

   $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1

   1

   Specify the path and file name, such as ~/.ssh/id_ed25519, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.

   Note

   If you plan to install an OpenShift Container Platform cluster that uses the RHEL cryptographic libraries that have been submitted to NIST for FIPS 140-2/140-3 Validation on only the x86_64, ppc64le, and s390x architectures, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

2. View the public SSH key:

   $ cat <path>/<file_name>.pub

   For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

   $ cat ~/.ssh/id_ed25519.pub

3. Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command.

   Note

   On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically.

   1. If the ssh-agent process is not already running for your local user, start it as a background task:

      $ eval "$(ssh-agent -s)"

      Example output

      Agent pid 31874

      Note

      If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.

4. Add your SSH private key to the ssh-agent:

   $ ssh-add <path>/<file_name> 1

   1

   Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

   Example output

   Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Procedure

1. Go to the Cluster Type page on the Red Hat Hybrid Cloud Console. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
2. Select your infrastructure provider from the Run it yourself section of the page.
3. Select your host operating system and architecture from the dropdown menus under OpenShift Installer and click Download Installer.

4. Place the downloaded file in the directory where you want to store the installation configuration files.

   Important
   • The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both of the files are required to delete the cluster.
   • Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider.

5. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

   $ tar -xvf openshift-install-linux.tar.gz

6. Download your installation pull secret from Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OpenShift Container Platform components.

Procedure

1. Create the install-config.yaml file.

   1. Change to the directory that contains the installation program and run the following command:

      $ ./openshift-install create install-config --dir <installation_directory> 1

      1

      For <installation_directory>, specify the directory name to store the files that the installation program creates.

      When specifying the directory:

      • Verify that the directory has the execute permission. This permission is required to run Terraform binaries under the installation directory.

      • Use an empty directory. Some installation assets, such as bootstrap X.509 certificates, have short expiration intervals, therefore you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

        Note

        Always delete the ~/.powervs directory to avoid reusing a stale configuration. Run the following command:

        $ rm -rf ~/.powervs

   2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

         Note

         For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select AWS as the platform to target.
      3. If you do not have an Amazon Web Services (AWS) profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.
      4. Select the AWS region to deploy the cluster to.
      5. Select the base domain for the Route 53 service that you configured for your cluster.
      6. Enter a descriptive name for your cluster.
2. Modify the install-config.yaml file. You can find more information about the available parameters in the "Installation configuration parameters" section.

3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

   Important

   The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

Procedure

1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
2. Select the architecture from the Product Variant drop-down list.
3. Select the appropriate version from the Version drop-down list.
4. Click Download Now next to the OpenShift v4.14 Linux Client entry and save the file.

5. Unpack the archive:

   $ tar xvf <file>

6. Place the oc binary in a directory that is on your PATH.

   To check your PATH, execute the following command:

   $ echo $PATH

Procedure

1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
2. Select the appropriate version from the Version drop-down list.
3. Click Download Now next to the OpenShift v4.14 Windows Client entry and save the file.
4. Unzip the archive with a ZIP program.

5. Move the oc binary to a directory that is on your PATH.

   To check your PATH, open the command prompt and execute the following command:

   C:\> path

Procedure

1. Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal.
2. Select the appropriate version from the Version drop-down list.

3. Click Download Now next to the OpenShift v4.14 macOS Client entry and save the file.

   Note

   For macOS arm64, choose the OpenShift v4.14 macOS arm64 Client entry.

4. Unpack and unzip the archive.

5. Move the oc binary to a directory on your PATH.

   To check your PATH, open a terminal and execute the following command:

   $ echo $PATH

Procedure

1. Change to the directory that contains the installation program and create the manifests:

   $ ./openshift-install create manifests --dir <installation_directory> 1

   1

   <installation_directory> specifies the name of the directory that contains the install-config.yaml file for your cluster.

2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

   apiVersion: operator.openshift.io/v1
   kind: Network
   metadata:
     name: cluster
   spec:

3. Specify the advanced network configuration for your cluster in the cluster-network-03-config.yml file, such as in the following examples:

   Specify a different VXLAN port for the OpenShift SDN network provider

   apiVersion: operator.openshift.io/v1
   kind: Network
   metadata:
     name: cluster
   spec:
     defaultNetwork:
       openshiftSDNConfig:
         vxlanPort: 4800

   Enable IPsec for the OVN-Kubernetes network provider

   apiVersion: operator.openshift.io/v1
   kind: Network
   metadata:
     name: cluster
   spec:
     defaultNetwork:
       ovnKubernetesConfig:
         ipsecConfig: {}

4. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program consumes the manifests/ directory when you create the Ignition config files.

1. Change to the directory that contains the installation program and create the manifests:

   $ ./openshift-install create manifests --dir <installation_directory> 1

   1

   For <installation_directory>, specify the name of the directory that contains the install-config.yaml file for your cluster.

2. Create a file that is named cluster-ingress-default-ingresscontroller.yaml in the <installation_directory>/manifests/ directory:

   $ touch <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml 1

   1

   For <installation_directory>, specify the directory name that contains the manifests/ directory for your cluster.

   After creating the file, several network configuration files are in the manifests/ directory, as shown:

   $ ls <installation_directory>/manifests/cluster-ingress-default-ingresscontroller.yaml

   Example output

   cluster-ingress-default-ingresscontroller.yaml

3. Open the cluster-ingress-default-ingresscontroller.yaml file in an editor and enter a custom resource (CR) that describes the Operator configuration you want:

   apiVersion: operator.openshift.io/v1
   kind: IngressController
   metadata:
     creationTimestamp: null
     name: default
     namespace: openshift-ingress-operator
   spec:
     endpointPublishingStrategy:
       loadBalancer:
         scope: External
         providerParameters:
           type: AWS
           aws:
             type: NLB
       type: LoadBalancerService

4. Save the cluster-ingress-default-ingresscontroller.yaml file and quit the text editor.
5. Optional: Back up the manifests/cluster-ingress-default-ingresscontroller.yaml file. The installation program deletes the manifests/ directory when creating the cluster.

Procedure

1. Change to the directory that contains the installation program and create the manifests:

   $ ./openshift-install create manifests --dir <installation_directory>

   where:

   <installation_directory>

   Specifies the name of the directory that contains the install-config.yaml file for your cluster.

2. Create a stub manifest file for the advanced network configuration that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

   $ cat <<EOF > <installation_directory>/manifests/cluster-network-03-config.yml
   apiVersion: operator.openshift.io/v1
   kind: Network
   metadata:
     name: cluster
   spec:
   EOF

   where:

   <installation_directory>

   Specifies the directory name that contains the manifests/ directory for your cluster.

3. Open the cluster-network-03-config.yml file in an editor and configure OVN-Kubernetes with hybrid networking, as in the following example:

   Specify a hybrid networking configuration

   apiVersion: operator.openshift.io/v1
   kind: Network
   metadata:
     name: cluster
   spec:
     defaultNetwork:
       ovnKubernetesConfig:
         hybridOverlayConfig:
           hybridClusterNetwork: 1
           - cidr: 10.132.0.0/14
             hostPrefix: 23
           hybridOverlayVXLANPort: 9898 2

   1

   Specify the CIDR configuration used for nodes on the additional overlay network. The hybridClusterNetwork CIDR must not overlap with the clusterNetwork CIDR.

   2

   Specify a custom VXLAN port for the additional overlay network. This is required for running Windows nodes in a cluster installed on vSphere, and must not be configured for any other cloud provider. The custom port can be any open port excluding the default 4789 port. For more information on this requirement, see the Microsoft documentation on Pod-to-pod connectivity between hosts is broken.

   Note

   Windows Server Long-Term Servicing Channel (LTSC): Windows Server 2019 is not supported on clusters with a custom hybridOverlayVXLANPort value because this Windows server version does not support selecting a custom VXLAN port.

4. Save the cluster-network-03-config.yml file and quit the text editor.
5. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program deletes the manifests/ directory when creating the cluster.

Procedure

1. Change to the directory that contains the installation program and initialize the cluster deployment:

   $ ./openshift-install create cluster --dir <installation_directory> \ 1
       --log-level=info 2

   1

   For <installation_directory>, specify the location of your customized ./install-config.yaml file.

   2

   To view different installation details, specify warn, debug, or error instead of info.

2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

   Note

   The elevated permissions provided by the AdministratorAccess policy are required only during installation.

Procedure

1. Export the kubeadmin credentials:

   $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1

   1

   For <installation_directory>, specify the path to the directory that you stored the installation files in.

2. Verify you can run oc commands successfully using the exported configuration:

   $ oc whoami

   Example output

   system:admin

Procedure

1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

   $ cat <installation_directory>/auth/kubeadmin-password

   Note

   Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

2. List the OpenShift Container Platform web console route:

   $ oc get routes -n openshift-console | grep 'console-openshift'

   Note

   Alternatively, you can obtain the OpenShift Container Platform route from the <installation_directory>/.openshift_install.log log file on the installation host.

   Example output

   console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.