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Chapter 5. Configuring managed clusters with policies and PolicyGenTemplate resources
Applied policy custom resources (CRs) configure the managed clusters that you provision. You can customize how Red Hat Advanced Cluster Management (RHACM) uses PolicyGenTemplate CRs to generate the applied policy CRs.
5.1. About the PolicyGenTemplate CRD Copiar o linkLink copiado para a área de transferência!
The PolicyGenTemplate custom resource definition (CRD) tells the PolicyGen policy generator what custom resources (CRs) to include in the cluster configuration, how to combine the CRs into the generated policies, and what items in those CRs need to be updated with overlay content.
The following example shows a PolicyGenTemplate CR (common-du-ranGen.yaml) extracted from the ztp-site-generate reference container. The common-du-ranGen.yaml file defines two Red Hat Advanced Cluster Management (RHACM) policies. The polices manage a collection of configuration CRs, one for each unique value of policyName in the CR. common-du-ranGen.yaml creates a single placement binding and a placement rule to bind the policies to clusters based on the labels listed in the bindingRules section.
Example PolicyGenTemplate CR - common-du-ranGen.yaml
- 1
common: "true"applies the policies to all clusters with this label.- 2
- Files listed under
sourceFilescreate the Operator policies for installed clusters. - 3
OperatorHub.yamlconfigures the OperatorHub for the disconnected registry.- 4
DefaultCatsrc.yamlconfigures the catalog source for the disconnected registry.- 5
policyName: "config-policy"configures Operator subscriptions. TheOperatorHubCR disables the default and this CR replacesredhat-operatorswith aCatalogSourceCR that points to the disconnected registry.
A PolicyGenTemplate CR can be constructed with any number of included CRs. Apply the following example CR in the hub cluster to generate a policy containing a single CR:
Using the source file PtpConfigSlave.yaml as an example, the file defines a PtpConfig CR. The generated policy for the PtpConfigSlave example is named group-du-sno-config-policy. The PtpConfig CR defined in the generated group-du-sno-config-policy is named du-ptp-slave. The spec defined in PtpConfigSlave.yaml is placed under du-ptp-slave along with the other spec items defined under the source file.
The following example shows the group-du-sno-config-policy CR:
5.2. Recommendations when customizing PolicyGenTemplate CRs Copiar o linkLink copiado para a área de transferência!
Consider the following best practices when customizing site configuration PolicyGenTemplate custom resources (CRs):
-
Use as few policies as are necessary. Using fewer policies requires less resources. Each additional policy creates overhead for the hub cluster and the deployed managed cluster. CRs are combined into policies based on the
policyNamefield in thePolicyGenTemplateCR. CRs in the samePolicyGenTemplatewhich have the same value forpolicyNameare managed under a single policy. -
In disconnected environments, use a single catalog source for all Operators by configuring the registry as a single index containing all Operators. Each additional
CatalogSourceCR on the managed clusters increases CPU usage. -
MachineConfigCRs should be included asextraManifestsin theSiteConfigCR so that they are applied during installation. This can reduce the overall time taken until the cluster is ready to deploy applications. -
PolicyGenTemplatesshould override the channel field to explicitly identify the desired version. This ensures that changes in the source CR during upgrades does not update the generated subscription.
When managing large numbers of spoke clusters on the hub cluster, minimize the number of policies to reduce resource consumption.
Grouping multiple configuration CRs into a single or limited number of policies is one way to reduce the overall number of policies on the hub cluster. When using the common, group, and site hierarchy of policies for managing site configuration, it is especially important to combine site-specific configuration into a single policy.
5.3. PolicyGenTemplate CRs for RAN deployments Copiar o linkLink copiado para a área de transferência!
Use PolicyGenTemplate (PGT) custom resources (CRs) to customize the configuration applied to the cluster by using the GitOps Zero Touch Provisioning (ZTP) pipeline. The PGT CR allows you to generate one or more policies to manage the set of configuration CRs on your fleet of clusters. The PGT identifies the set of managed CRs, bundles them into policies, builds the policy wrapping around those CRs, and associates the policies with clusters by using label binding rules.
The reference configuration, obtained from the GitOps ZTP container, is designed to provide a set of critical features and node tuning settings that ensure the cluster can support the stringent performance and resource utilization constraints typical of RAN (Radio Access Network) Distributed Unit (DU) applications. Changes or omissions from the baseline configuration can affect feature availability, performance, and resource utilization. Use the reference PolicyGenTemplate CRs as the basis to create a hierarchy of configuration files tailored to your specific site requirements.
The baseline PolicyGenTemplate CRs that are defined for RAN DU cluster configuration can be extracted from the GitOps ZTP ztp-site-generate container. See "Preparing the GitOps ZTP site configuration repository" for further details.
The PolicyGenTemplate CRs can be found in the ./out/argocd/example/policygentemplates folder. The reference architecture has common, group, and site-specific configuration CRs. Each PolicyGenTemplate CR refers to other CRs that can be found in the ./out/source-crs folder.
The PolicyGenTemplate CRs relevant to RAN cluster configuration are described below. Variants are provided for the group PolicyGenTemplate CRs to account for differences in single-node, three-node compact, and standard cluster configurations. Similarly, site-specific configuration variants are provided for single-node clusters and multi-node (compact or standard) clusters. Use the group and site-specific configuration variants that are relevant for your deployment.
| PolicyGenTemplate CR | Description |
|---|---|
|
| Contains a set of CRs that get applied to multi-node clusters. These CRs configure SR-IOV features typical for RAN installations. |
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| Contains a set of CRs that get applied to single-node OpenShift clusters. These CRs configure SR-IOV features typical for RAN installations. |
|
| Contains a set of common RAN CRs that get applied to all clusters. These CRs subscribe to a set of operators providing cluster features typical for RAN as well as baseline cluster tuning. |
|
| Contains the RAN policies for three-node clusters only. |
|
| Contains the RAN policies for single-node clusters only. |
|
| Contains the RAN policies for standard three control-plane clusters. |
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5.4. Customizing a managed cluster with PolicyGenTemplate CRs Copiar o linkLink copiado para a área de transferência!
Use the following procedure to customize the policies that get applied to the managed cluster that you provision using the GitOps Zero Touch Provisioning (ZTP) pipeline.
Prerequisites
-
You have installed the OpenShift CLI (
oc). -
You have logged in to the hub cluster as a user with
cluster-adminprivileges. - You configured the hub cluster for generating the required installation and policy CRs.
- You created a Git repository where you manage your custom site configuration data. The repository must be accessible from the hub cluster and be defined as a source repository for the Argo CD application.
Procedure
Create a
PolicyGenTemplateCR for site-specific configuration CRs.-
Choose the appropriate example for your CR from the
out/argocd/example/policygentemplatesfolder, for example,example-sno-site.yamlorexample-multinode-site.yaml. Change the
bindingRulesfield in the example file to match the site-specific label included in theSiteConfigCR. In the exampleSiteConfigfile, the site-specific label issites: example-sno.NoteEnsure that the labels defined in your
PolicyGenTemplatebindingRulesfield correspond to the labels that are defined in the related managed clustersSiteConfigCR.- Change the content in the example file to match the desired configuration.
-
Choose the appropriate example for your CR from the
Optional: Create a
PolicyGenTemplateCR for any common configuration CRs that apply to the entire fleet of clusters.-
Select the appropriate example for your CR from the
out/argocd/example/policygentemplatesfolder, for example,common-ranGen.yaml. - Change the content in the example file to match the desired configuration.
-
Select the appropriate example for your CR from the
Optional: Create a
PolicyGenTemplateCR for any group configuration CRs that apply to the certain groups of clusters in the fleet.Ensure that the content of the overlaid spec files matches your desired end state. As a reference, the out/source-crs directory contains the full list of source-crs available to be included and overlaid by your PolicyGenTemplate templates.
NoteDepending on the specific requirements of your clusters, you might need more than a single group policy per cluster type, especially considering that the example group policies each have a single PerformancePolicy.yaml file that can only be shared across a set of clusters if those clusters consist of identical hardware configurations.
-
Select the appropriate example for your CR from the
out/argocd/example/policygentemplatesfolder, for example,group-du-sno-ranGen.yaml. - Change the content in the example file to match the desired configuration.
-
Select the appropriate example for your CR from the
-
Optional. Create a validator inform policy
PolicyGenTemplateCR to signal when the GitOps ZTP installation and configuration of the deployed cluster is complete. For more information, see "Creating a validator inform policy". Define all the policy namespaces in a YAML file similar to the example
out/argocd/example/policygentemplates/ns.yamlfile.ImportantDo not include the
NamespaceCR in the same file with thePolicyGenTemplateCR.-
Add the
PolicyGenTemplateCRs andNamespaceCR to thekustomization.yamlfile in the generators section, similar to the example shown inout/argocd/example/policygentemplates/kustomization.yaml. Commit the
PolicyGenTemplateCRs,NamespaceCR, and associatedkustomization.yamlfile in your Git repository and push the changes.The ArgoCD pipeline detects the changes and begins the managed cluster deployment. You can push the changes to the
SiteConfigCR and thePolicyGenTemplateCR simultaneously.
5.5. Monitoring managed cluster policy deployment progress Copiar o linkLink copiado para a área de transferência!
The ArgoCD pipeline uses PolicyGenTemplate CRs in Git to generate the RHACM policies and then sync them to the hub cluster. You can monitor the progress of the managed cluster policy synchronization after the assisted service installs OpenShift Container Platform on the managed cluster.
Prerequisites
-
You have installed the OpenShift CLI (
oc). -
You have logged in to the hub cluster as a user with
cluster-adminprivileges.
Procedure
The Topology Aware Lifecycle Manager (TALM) applies the configuration policies that are bound to the cluster.
After the cluster installation is complete and the cluster becomes
Ready, aClusterGroupUpgradeCR corresponding to this cluster, with a list of ordered policies defined by theran.openshift.io/ztp-deploy-wave annotations, is automatically created by the TALM. The cluster’s policies are applied in the order listed inClusterGroupUpgradeCR.You can monitor the high-level progress of configuration policy reconciliation by using the following commands:
export CLUSTER=<clusterName>
$ export CLUSTER=<clusterName>Copy to Clipboard Copied! Toggle word wrap Toggle overflow oc get clustergroupupgrades -n ztp-install $CLUSTER -o jsonpath='{.status.conditions[-1:]}' | jq$ oc get clustergroupupgrades -n ztp-install $CLUSTER -o jsonpath='{.status.conditions[-1:]}' | jqCopy to Clipboard Copied! Toggle word wrap Toggle overflow Example output
Copy to Clipboard Copied! Toggle word wrap Toggle overflow You can monitor the detailed cluster policy compliance status by using the RHACM dashboard or the command line.
To check policy compliance by using
oc, run the following command:oc get policies -n $CLUSTER
$ oc get policies -n $CLUSTERCopy to Clipboard Copied! Toggle word wrap Toggle overflow Example output
Copy to Clipboard Copied! Toggle word wrap Toggle overflow To check policy status from the RHACM web console, perform the following actions:
-
Click Governance
Find policies. - Click on a cluster policy to check it’s status.
-
Click Governance
When all of the cluster policies become compliant, GitOps ZTP installation and configuration for the cluster is complete. The ztp-done label is added to the cluster.
In the reference configuration, the final policy that becomes compliant is the one defined in the *-du-validator-policy policy. This policy, when compliant on a cluster, ensures that all cluster configuration, Operator installation, and Operator configuration is complete.
5.6. Validating the generation of configuration policy CRs Copiar o linkLink copiado para a área de transferência!
Policy custom resources (CRs) are generated in the same namespace as the PolicyGenTemplate from which they are created. The same troubleshooting flow applies to all policy CRs generated from a PolicyGenTemplate regardless of whether they are ztp-common, ztp-group, or ztp-site based, as shown using the following commands:
export NS=<namespace>
$ export NS=<namespace>
oc get policy -n $NS
$ oc get policy -n $NS
The expected set of policy-wrapped CRs should be displayed.
If the policies failed synchronization, use the following troubleshooting steps.
Procedure
To display detailed information about the policies, run the following command:
oc describe -n openshift-gitops application policies
$ oc describe -n openshift-gitops application policiesCopy to Clipboard Copied! Toggle word wrap Toggle overflow Check for
Status: Conditions:to show the error logs. For example, setting an invalidsourceFile→fileName:generates the error shown below:Status: Conditions: Last Transition Time: 2021-11-26T17:21:39Z Message: rpc error: code = Unknown desc = `kustomize build /tmp/https___git.com/ran-sites/policies/ --enable-alpha-plugins` failed exit status 1: 2021/11/26 17:21:40 Error could not find test.yaml under source-crs/: no such file or directory Error: failure in plugin configured via /tmp/kust-plugin-config-52463179; exit status 1: exit status 1 Type: ComparisonErrorStatus: Conditions: Last Transition Time: 2021-11-26T17:21:39Z Message: rpc error: code = Unknown desc = `kustomize build /tmp/https___git.com/ran-sites/policies/ --enable-alpha-plugins` failed exit status 1: 2021/11/26 17:21:40 Error could not find test.yaml under source-crs/: no such file or directory Error: failure in plugin configured via /tmp/kust-plugin-config-52463179; exit status 1: exit status 1 Type: ComparisonErrorCopy to Clipboard Copied! Toggle word wrap Toggle overflow Check for
Status: Sync:. If there are log errors atStatus: Conditions:, theStatus: Sync:showsUnknownorError:Copy to Clipboard Copied! Toggle word wrap Toggle overflow When Red Hat Advanced Cluster Management (RHACM) recognizes that policies apply to a
ManagedClusterobject, the policy CR objects are applied to the cluster namespace. Check to see if the policies were copied to the cluster namespace:oc get policy -n $CLUSTER
$ oc get policy -n $CLUSTERCopy to Clipboard Copied! Toggle word wrap Toggle overflow Example output:
Copy to Clipboard Copied! Toggle word wrap Toggle overflow RHACM copies all applicable policies into the cluster namespace. The copied policy names have the format:
<policyGenTemplate.Namespace>.<policyGenTemplate.Name>-<policyName>.Check the placement rule for any policies not copied to the cluster namespace. The
matchSelectorin thePlacementRulefor those policies should match labels on theManagedClusterobject:oc get placementrule -n $NS
$ oc get placementrule -n $NSCopy to Clipboard Copied! Toggle word wrap Toggle overflow Note the
PlacementRulename appropriate for the missing policy, common, group, or site, using the following command:oc get placementrule -n $NS <placementRuleName> -o yaml
$ oc get placementrule -n $NS <placementRuleName> -o yamlCopy to Clipboard Copied! Toggle word wrap Toggle overflow - The status-decisions should include your cluster name.
-
The key-value pair of the
matchSelectorin the spec must match the labels on your managed cluster.
Check the labels on the
ManagedClusterobject using the following command:oc get ManagedCluster $CLUSTER -o jsonpath='{.metadata.labels}' | jq$ oc get ManagedCluster $CLUSTER -o jsonpath='{.metadata.labels}' | jqCopy to Clipboard Copied! Toggle word wrap Toggle overflow Check to see which policies are compliant using the following command:
oc get policy -n $CLUSTER
$ oc get policy -n $CLUSTERCopy to Clipboard Copied! Toggle word wrap Toggle overflow If the
Namespace,OperatorGroup, andSubscriptionpolicies are compliant but the Operator configuration policies are not, it is likely that the Operators did not install on the managed cluster. This causes the Operator configuration policies to fail to apply because the CRD is not yet applied to the spoke.
5.7. Restarting policy reconciliation Copiar o linkLink copiado para a área de transferência!
You can restart policy reconciliation when unexpected compliance issues occur, for example, when the ClusterGroupUpgrade custom resource (CR) has timed out.
Procedure
A
ClusterGroupUpgradeCR is generated in the namespaceztp-installby the Topology Aware Lifecycle Manager after the managed cluster becomesReady:export CLUSTER=<clusterName>
$ export CLUSTER=<clusterName>Copy to Clipboard Copied! Toggle word wrap Toggle overflow oc get clustergroupupgrades -n ztp-install $CLUSTER
$ oc get clustergroupupgrades -n ztp-install $CLUSTERCopy to Clipboard Copied! Toggle word wrap Toggle overflow If there are unexpected issues and the policies fail to become complaint within the configured timeout (the default is 4 hours), the status of the
ClusterGroupUpgradeCR showsUpgradeTimedOut:oc get clustergroupupgrades -n ztp-install $CLUSTER -o jsonpath='{.status.conditions[?(@.type=="Ready")]}'$ oc get clustergroupupgrades -n ztp-install $CLUSTER -o jsonpath='{.status.conditions[?(@.type=="Ready")]}'Copy to Clipboard Copied! Toggle word wrap Toggle overflow A
ClusterGroupUpgradeCR in theUpgradeTimedOutstate automatically restarts its policy reconciliation every hour. If you have changed your policies, you can start a retry immediately by deleting the existingClusterGroupUpgradeCR. This triggers the automatic creation of a newClusterGroupUpgradeCR that begins reconciling the policies immediately:oc delete clustergroupupgrades -n ztp-install $CLUSTER
$ oc delete clustergroupupgrades -n ztp-install $CLUSTERCopy to Clipboard Copied! Toggle word wrap Toggle overflow
Note that when the ClusterGroupUpgrade CR completes with status UpgradeCompleted and the managed cluster has the label ztp-done applied, you can make additional configuration changes using PolicyGenTemplate. Deleting the existing ClusterGroupUpgrade CR will not make the TALM generate a new CR.
At this point, GitOps ZTP has completed its interaction with the cluster and any further interactions should be treated as an update and a new ClusterGroupUpgrade CR created for remediation of the policies.
5.8. Changing applied managed cluster CRs using policies Copiar o linkLink copiado para a área de transferência!
You can remove content from a custom resource (CR) that is deployed in a managed cluster through a policy.
By default, all Policy CRs created from a PolicyGenTemplate CR have the complianceType field set to musthave. A musthave policy without the removed content is still compliant because the CR on the managed cluster has all the specified content. With this configuration, when you remove content from a CR, TALM removes the content from the policy but the content is not removed from the CR on the managed cluster.
With the complianceType field to mustonlyhave, the policy ensures that the CR on the cluster is an exact match of what is specified in the policy.
Prerequisites
-
You have installed the OpenShift CLI (
oc). -
You have logged in to the hub cluster as a user with
cluster-adminprivileges. - You have deployed a managed cluster from a hub cluster running RHACM.
- You have installed Topology Aware Lifecycle Manager on the hub cluster.
Procedure
Remove the content that you no longer need from the affected CRs. In this example, the
disableDrain: falseline was removed from theSriovOperatorConfigCR.Example CR
Copy to Clipboard Copied! Toggle word wrap Toggle overflow Change the
complianceTypeof the affected policies tomustonlyhavein thegroup-du-sno-ranGen.yamlfile.Example YAML
# ... - fileName: SriovOperatorConfig.yaml policyName: "config-policy" complianceType: mustonlyhave # ...
# ... - fileName: SriovOperatorConfig.yaml policyName: "config-policy" complianceType: mustonlyhave # ...Copy to Clipboard Copied! Toggle word wrap Toggle overflow Create a
ClusterGroupUpdatesCR and specify the clusters that must receive the CR changes::Example ClusterGroupUpdates CR
Copy to Clipboard Copied! Toggle word wrap Toggle overflow Create the
ClusterGroupUpgradeCR by running the following command:oc create -f cgu-remove.yaml
$ oc create -f cgu-remove.yamlCopy to Clipboard Copied! Toggle word wrap Toggle overflow When you are ready to apply the changes, for example, during an appropriate maintenance window, change the value of the
spec.enablefield totrueby running the following command:oc --namespace=default patch clustergroupupgrade.ran.openshift.io/cgu-remove \ --patch '{"spec":{"enable":true}}' --type=merge$ oc --namespace=default patch clustergroupupgrade.ran.openshift.io/cgu-remove \ --patch '{"spec":{"enable":true}}' --type=mergeCopy to Clipboard Copied! Toggle word wrap Toggle overflow
Verification
Check the status of the policies by running the following command:
oc get <kind> <changed_cr_name>
$ oc get <kind> <changed_cr_name>Copy to Clipboard Copied! Toggle word wrap Toggle overflow Example output
NAMESPACE NAME REMEDIATION ACTION COMPLIANCE STATE AGE default cgu-ztp-group.group-du-sno-config-policy enforce 17m default ztp-group.group-du-sno-config-policy inform NonCompliant 15h
NAMESPACE NAME REMEDIATION ACTION COMPLIANCE STATE AGE default cgu-ztp-group.group-du-sno-config-policy enforce 17m default ztp-group.group-du-sno-config-policy inform NonCompliant 15hCopy to Clipboard Copied! Toggle word wrap Toggle overflow When the
COMPLIANCE STATEof the policy isCompliant, it means that the CR is updated and the unwanted content is removed.Check that the policies are removed from the targeted clusters by running the following command on the managed clusters:
oc get <kind> <changed_cr_name>
$ oc get <kind> <changed_cr_name>Copy to Clipboard Copied! Toggle word wrap Toggle overflow If there are no results, the CR is removed from the managed cluster.
5.9. Indication of done for GitOps ZTP installations Copiar o linkLink copiado para a área de transferência!
GitOps Zero Touch Provisioning (ZTP) simplifies the process of checking the GitOps ZTP installation status for a cluster. The GitOps ZTP status moves through three phases: cluster installation, cluster configuration, and GitOps ZTP done.
- Cluster installation phase
-
The cluster installation phase is shown by the
ManagedClusterJoinedandManagedClusterAvailableconditions in theManagedClusterCR . If theManagedClusterCR does not have these conditions, or the condition is set toFalse, the cluster is still in the installation phase. Additional details about installation are available from theAgentClusterInstallandClusterDeploymentCRs. For more information, see "Troubleshooting GitOps ZTP". - Cluster configuration phase
-
The cluster configuration phase is shown by a
ztp-runninglabel applied theManagedClusterCR for the cluster. - GitOps ZTP done
Cluster installation and configuration is complete in the GitOps ZTP done phase. This is shown by the removal of the
ztp-runninglabel and addition of theztp-donelabel to theManagedClusterCR. Theztp-donelabel shows that the configuration has been applied and the baseline DU configuration has completed cluster tuning.The transition to the GitOps ZTP done state is conditional on the compliant state of a Red Hat Advanced Cluster Management (RHACM) validator inform policy. This policy captures the existing criteria for a completed installation and validates that it moves to a compliant state only when GitOps ZTP provisioning of the managed cluster is complete.
The validator inform policy ensures the configuration of the cluster is fully applied and Operators have completed their initialization. The policy validates the following:
-
The target
MachineConfigPoolcontains the expected entries and has finished updating. All nodes are available and not degraded. -
The SR-IOV Operator has completed initialization as indicated by at least one
SriovNetworkNodeStatewithsyncStatus: Succeeded. - The PTP Operator daemon set exists.
-
The target