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Chapter 3. Installing


3.1. Preparing your cluster for OpenShift Virtualization

Review platform compatibility information before you install OpenShift Virtualization. For detailed system requirements, see "Hardware, software, and operational requirements" in the Additional resources section.

3.1.1. OpenShift Virtualization on Red Hat OpenShift Service on AWS

You can run OpenShift Virtualization on a Red Hat OpenShift Service on AWS cluster.

Installing
  • You can install the cluster by using installer-provisioned infrastructure, ensuring that you specify bare-metal instance types for the worker nodes. For example, you can use the c5n.metal type value for a machine based on x86_64 architecture.
Accessing virtual machines (VMs)
  • There is no change to how you access VMs by using the virtctl CLI tool or the Red Hat OpenShift Service on AWS web console.
  • You can expose VMs by using a NodePort or LoadBalancer service.

    Note

    The load balancer approach is preferable because Red Hat OpenShift Service on AWS automatically creates the load balancer in AWS and manages its lifecycle. A security group is also created for the load balancer, and you can use annotations to attach existing security groups. When you remove the service, Red Hat OpenShift Service on AWS removes the load balancer and its associated resources.

Storage
  • You can use any storage solution that is certified by the storage vendor to work with the underlying platform.

    Important

    AWS bare metal, Red Hat OpenShift Service on AWS, and Red Hat OpenShift Service on AWS classic architecture clusters might have different supported storage solutions. Ensure that you confirm support with your storage vendor.

  • Using Amazon Elastic File System (EFS) or Amazon Elastic Block Store (EBS) with OpenShift Virtualization might cause performance and functionality limitations as shown in the following table:

    Expand
    Table 3.1. EFS and EBS performance and functionality limitations
    FeatureEBS volumeEFS volumeShared storage solutions
     

    gp2

    gp3

    io2

      

    VM live migration

    Not available

    Not available

    Available

    Available

    Available

    Fast VM creation by using cloning

    Available

    Not available

    Available

    VM backup and restore by using snapshots

    Available

    Not available

    Available

    Consider using CSI storage, which supports ReadWriteMany (RWX), cloning, and snapshots to enable live migration, fast VM creation, and VM snapshots capabilities.

3.1.2. ARM64 compatibility

OpenShift Virtualization on ARM64 systems is generally available (GA) with specific limitations for operating systems and live migration.

Before using OpenShift Virtualization on an ARM64-based system, consider the following limitations:

Operating system
Live migration
  • Live migration is not supported on ARM64-based Red Hat OpenShift Service on AWS clusters.
  • Hotplug is not supported on ARM64-based clusters because it depends on live migration.
VM creation
  • RHEL 10 supports instance types and preferences, but not templates.
  • RHEL 9 supports templates, instance types, and preferences.

3.2. Installing OpenShift Virtualization

Install OpenShift Virtualization to add virtualization functionality to your Red Hat OpenShift Service on AWS cluster.

3.2.1. Installing the OpenShift Virtualization Operator by using the web console

You can deploy the OpenShift Virtualization Operator by using the Red Hat OpenShift Service on AWS web console.

Prerequisites

  • Install Red Hat OpenShift Service on AWS 4 on your cluster.
  • Log in to the Red Hat OpenShift Service on AWS web console as a user with cluster-admin permissions.
  • Create a machine pool based on a bare metal compute node instance type. For more information, see "Creating a machine pool" in the Additional resources of this section.

Procedure

  1. From the Administrator perspective, click Ecosystem Software Catalog.
  2. In the Filter by keyword field, type Virtualization.
  3. Select the OpenShift Virtualization Operator tile with the Red Hat source label.
  4. Read the information about the Operator and click Install.
  5. On the Install Operator page:

    1. Select stable from the list of available Update Channel options. This ensures that you install the version of OpenShift Virtualization that is compatible with your Red Hat OpenShift Service on AWS version.
    2. For Installed Namespace, ensure that the Operator recommended namespace option is selected. This installs the Operator in the mandatory openshift-cnv namespace, which is automatically created if it does not exist.

      Warning

      Attempting to install the OpenShift Virtualization Operator in a namespace other than openshift-cnv causes the installation to fail.

    3. For Approval Strategy, it is highly recommended that you select Automatic, which is the default value, so that OpenShift Virtualization automatically updates when a new version is available in the stable update channel.

      Selecting the Manual approval strategy is not recommended, as it poses a high risk to cluster support and functionality. Only select Manual if you fully understand these risks and cannot use Automatic.

      Warning

      Because OpenShift Virtualization is only supported when used with the corresponding Red Hat OpenShift Service on AWS version, missing OpenShift Virtualization updates can cause your cluster to become unsupported.

  6. Click Install to make the Operator available to the openshift-cnv namespace.
  7. When the Operator installs successfully, click Create HyperConverged.
  8. Optional: Configure Infra and Workloads node placement options for OpenShift Virtualization components.
  9. Click Create to launch OpenShift Virtualization.

Verification

  • Navigate to the Workloads Pods page and monitor the OpenShift Virtualization pods until they are all Running. After all the pods display the Running state, you can use OpenShift Virtualization.

3.2.2. Subscribing to the OpenShift Virtualization catalog by using the CLI

Before you install OpenShift Virtualization, you must subscribe to the OpenShift Virtualization catalog. Subscribing gives the openshift-cnv namespace access to the OpenShift Virtualization Operators.

To subscribe, configure Namespace, OperatorGroup, and Subscription objects by applying a single manifest to your cluster.

Prerequisites

  • Install Red Hat OpenShift Service on AWS 4 on your cluster.
  • Install the OpenShift CLI (oc).
  • Log in as a user with cluster-admin privileges.

Procedure

  1. Create a YAML file that contains the following manifest:

    apiVersion: v1
    kind: Namespace
    metadata:
      name: openshift-cnv
      labels:
        openshift.io/cluster-monitoring: "true"
    ---
    apiVersion: operators.coreos.com/v1
    kind: OperatorGroup
    metadata:
      name: kubevirt-hyperconverged-group
      namespace: openshift-cnv
    spec:
      targetNamespaces:
        - openshift-cnv
    ---
    apiVersion: operators.coreos.com/v1alpha1
    kind: Subscription
    metadata:
      name: hco-operatorhub
      namespace: openshift-cnv
    spec:
      source: redhat-operators
      sourceNamespace: openshift-marketplace
      name: kubevirt-hyperconverged
      startingCSV: kubevirt-hyperconverged-operator.v4.21.3
      channel: "stable"

    Using the stable channel ensures that you install the version of OpenShift Virtualization that is compatible with your Red Hat OpenShift Service on AWS version.

  2. Create the required Namespace, OperatorGroup, and Subscription objects for OpenShift Virtualization by running the following command:

    $ oc apply -f <filename>.yaml

Verification

You must verify that the subscription creation was successful before you can proceed with installing OpenShift Virtualization.

  1. Check that the ClusterServiceVersion (CSV) object was created successfully. Run the following command and verify the output:

    $ oc get csv -n openshift-cnv

    If the CSV was created successfully, the output shows an entry that contains a NAME value of kubevirt-hyperconverged-operator-*, a DISPLAY value of OpenShift Virtualization, and a PHASE value of Succeeded, as shown in the following example output:

    Example output:

    NAME                                       DISPLAY                    VERSION   REPLACES                                   PHASE
    kubevirt-hyperconverged-operator.v4.21.3   OpenShift Virtualization   4.21.3    kubevirt-hyperconverged-operator.v4.20.0   Succeeded
  2. Check that the HyperConverged custom resource (CR) has the correct version. Run the following command and verify the output:

    $ oc get hco -n openshift-cnv kubevirt-hyperconverged -o json | jq .status.versions

    Example output:

    {
    "name": "operator",
    "version": "4.21.3"
    }
  3. Verify the HyperConverged CR conditions. Run the following command and check the output:

    $ oc get hco kubevirt-hyperconverged -n openshift-cnv -o json | jq -r '.status.conditions[] | {type,status}'

    Example output:

    {
      "type": "ReconcileComplete",
      "status": "True"
    }
    {
      "type": "Available",
      "status": "True"
    }
    {
      "type": "Progressing",
      "status": "False"
    }
    {
      "type": "Degraded",
      "status": "False"
    }
    {
      "type": "Upgradeable",
      "status": "True"
    }

3.2.3. Deploying the OpenShift Virtualization Operator by using the CLI

You can deploy the OpenShift Virtualization Operator by using the oc CLI.

Prerequisites

  • Install the OpenShift CLI (oc).
  • Subscribe to the OpenShift Virtualization catalog in the openshift-cnv namespace.
  • Log in as a user with cluster-admin privileges.
  • Create a machine pool based on a bare metal compute node instance type.

Procedure

  1. Create a YAML file that contains the following manifest:

    apiVersion: hco.kubevirt.io/v1beta1
    kind: HyperConverged
    metadata:
      name: kubevirt-hyperconverged
      namespace: openshift-cnv
    spec:
  2. Deploy the OpenShift Virtualization Operator by running the following command:

    $ oc apply -f <file_name>.yaml

Verification

  • Ensure that OpenShift Virtualization deployed successfully by watching the PHASE of the cluster service version (CSV) in the openshift-cnv namespace. Run the following command:

    $ watch oc get csv -n openshift-cnv

    The following output displays if deployment was successful:

    NAME                                      DISPLAY                    VERSION   REPLACES   PHASE
    kubevirt-hyperconverged-operator.v4.21.3   OpenShift Virtualization   4.21.3                Succeeded

3.3. Uninstalling OpenShift Virtualization

You can uninstall OpenShift Virtualization by using the web console or the command-line interface (CLI) to delete OpenShift Virtualization workloads, the Operator, and its resources.

To uninstall OpenShift Virtualization, perform the following tasks:

  1. Delete the HyperConverged CR.
  2. Delete the OpenShift Virtualization Operator.
  3. Delete the openshift-cnv namespace.
  4. Delete the OpenShift Virtualization custom resource definitions (CRDs).

3.3.1. Prerequisites

  • Delete all virtual machine instances. You cannot uninstall OpenShift Virtualization while its workloads remain on the cluster.

3.3.2. Deleting the HyperConverged custom resource

To uninstall OpenShift Virtualization, you first delete the HyperConverged custom resource (CR).

Prerequisites

  • You have access to an Red Hat OpenShift Service on AWS cluster using an account with cluster-admin permissions.

Procedure

  1. Navigate to the Ecosystem Installed Operators page.
  2. Select the OpenShift Virtualization Operator.
  3. Click the OpenShift Virtualization Deployment tab.
  4. Click the Options menu kebab beside kubevirt-hyperconverged and select Delete HyperConverged.
  5. Click Delete in the confirmation window.

3.3.3. Deleting Operators from a cluster using the web console

Cluster administrators can delete installed Operators from a selected namespace by using the web console.

Prerequisites

  • You have access to the Red Hat OpenShift Service on AWS cluster web console using an account with dedicated-admin permissions.

Procedure

  1. Navigate to the Ecosystem Installed Operators page.
  2. Scroll or enter a keyword into the Filter by name field to find the Operator that you want to remove. Then, click on it.
  3. On the right side of the Operator Details page, select Uninstall Operator from the Actions list.

    An Uninstall Operator? dialog box is displayed.

  4. Select Uninstall to remove the Operator, Operator deployments, and pods. Following this action, the Operator stops running and no longer receives updates.

    Note

    This action does not remove resources managed by the Operator, including custom resource definitions (CRDs) and custom resources (CRs). Dashboards and navigation items enabled by the web console and off-cluster resources that continue to run might need manual clean up. To remove these after uninstalling the Operator, you might need to manually delete the Operator CRDs.

3.3.4. Deleting a namespace using the web console

You can delete a namespace by using the Red Hat OpenShift Service on AWS web console.

Prerequisites

  • You have access to the Red Hat OpenShift Service on AWS cluster using an account with cluster-admin permissions.

Procedure

  1. Navigate to Administration Namespaces.
  2. Locate the namespace that you want to delete in the list of namespaces.
  3. On the far right side of the namespace listing, select Delete Namespace from the Options menu kebab .
  4. When the Delete Namespace pane opens, enter the name of the namespace that you want to delete in the field.
  5. Click Delete.

3.3.5. Deleting OpenShift Virtualization custom resource definitions

You can delete the OpenShift Virtualization custom resource definitions (CRDs) by using the web console.

Prerequisites

  • You have access to the Red Hat OpenShift Service on AWS cluster using an account with cluster-admin permissions.

Procedure

  1. Navigate to Administration CustomResourceDefinitions.
  2. Select the Label filter and enter operators.coreos.com/kubevirt-hyperconverged.openshift-cnv in the Search field to display the OpenShift Virtualization CRDs.
  3. Click the Options menu kebab beside each CRD and select Delete CustomResourceDefinition.

3.3.6. Uninstalling OpenShift Virtualization by using the CLI

You can uninstall OpenShift Virtualization by using the OpenShift CLI (oc).

Prerequisites

  • You have access to the Red Hat OpenShift Service on AWS cluster using an account with cluster-admin permissions.
  • You have installed the OpenShift CLI (oc).
  • You have deleted all virtual machines and virtual machine instances. You cannot uninstall OpenShift Virtualization while its workloads remain on the cluster.

Procedure

  1. Delete the HyperConverged custom resource:

    $ oc delete HyperConverged kubevirt-hyperconverged -n openshift-cnv
  2. Delete the OpenShift Virtualization Operator subscription:

    $ oc delete subscription hco-operatorhub -n openshift-cnv
  3. Delete the OpenShift Virtualization ClusterServiceVersion resource:

    $ oc delete csv -n openshift-cnv -l operators.coreos.com/kubevirt-hyperconverged.openshift-cnv
  4. Delete the OpenShift Virtualization namespace:

    $ oc delete namespace openshift-cnv
  5. List the OpenShift Virtualization custom resource definitions (CRDs) by running the oc delete crd command with the dry-run option:

    $ oc delete crd --dry-run=client -l operators.coreos.com/kubevirt-hyperconverged.openshift-cnv

    Example output:

    customresourcedefinition.apiextensions.k8s.io "cdis.cdi.kubevirt.io" deleted (dry run)
    customresourcedefinition.apiextensions.k8s.io "hostpathprovisioners.hostpathprovisioner.kubevirt.io" deleted (dry run)
    customresourcedefinition.apiextensions.k8s.io "hyperconvergeds.hco.kubevirt.io" deleted (dry run)
    customresourcedefinition.apiextensions.k8s.io "kubevirts.kubevirt.io" deleted (dry run)
    customresourcedefinition.apiextensions.k8s.io "networkaddonsconfigs.networkaddonsoperator.network.kubevirt.io" deleted (dry run)
    customresourcedefinition.apiextensions.k8s.io "ssps.ssp.kubevirt.io" deleted (dry run)
    customresourcedefinition.apiextensions.k8s.io "tektontasks.tektontasks.kubevirt.io" deleted (dry run)
  6. Delete the CRDs by running the oc delete crd command without the dry-run option:

    $ oc delete crd -l operators.coreos.com/kubevirt-hyperconverged.openshift-cnv
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