1.3. Installing a cluster on vSphere with user-provisioned infrastructure

Procedure

1. Configure DHCP or set static IP addresses on each node.
2. Provision the required load balancers.
3. Configure the ports for your machines.
4. Configure DNS.
5. Ensure network connectivity.

Procedure

1. If you do not have an SSH key that is configured for password-less authentication on your computer, 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_rsa, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.

   Running this command generates an SSH key that does not require a password in the location that you specified.

   注意

   If you plan to install an OpenShift Container Platform cluster that uses FIPS Validated / Modules in Process cryptographic libraries on the x86_64 architecture, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

2. Start the ssh-agent process as a background task:

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

   Example output

   Agent pid 31874

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

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

   Example output

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

   1

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

Procedure

1. Access the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.

2. Navigate to the page for your installation type, download the installation program for your operating system, and place the file in the directory where you will store the installation configuration files.

   重要

   The installation program creates several files on the computer that you use to install your cluster. You must keep both the installation program and the files that the installation program creates after you finish installing the cluster.

   重要

   Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. You must complete the OpenShift Container Platform uninstallation procedures outlined for your specific cloud provider to remove your cluster entirely.

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

   $ tar xvf <installation_program>.tar.gz

4. From the Pull Secret page on the Red Hat OpenShift Cluster Manager site, download your installation pull secret as a .txt file. 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 an installation directory to store your required installation assets in:

   $ mkdir <installation_directory>

   重要

   You must create a directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so 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.

2. Customize the following install-config.yaml file template and save it in the <installation_directory>.

   注意

   You must name this configuration file install-config.yaml.

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

   重要

   The install-config.yaml file is consumed during the next step of the installation process. You must back it up now.

Procedure

1. Generate the Kubernetes manifests for the cluster:

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

   Example output

   INFO Consuming Install Config from target directory
   WARNING Making control-plane schedulable by setting MastersSchedulable to true for Scheduler cluster settings

   1

   For <installation_directory>, specify the installation directory that contains the install-config.yaml file you created.

   Because you create your own compute machines later in the installation process, you can safely ignore this warning.

2. Remove the Kubernetes manifest files that define the control plane machines and compute machine sets:

   $ rm -f openshift/99_openshift-cluster-api_master-machines-*.yaml openshift/99_openshift-cluster-api_worker-machineset-*.yaml

   Because you create and manage these resources yourself, you do not have to initialize them.

   • You can preserve the machine set files to create compute machines by using the machine API, but you must update references to them to match your environment.

3. Modify the <installation_directory>/manifests/cluster-scheduler-02-config.yml Kubernetes manifest file to prevent pods from being scheduled on the control plane machines:

   1. Open the <installation_directory>/manifests/cluster-scheduler-02-config.yml file.
   2. Locate the mastersSchedulable parameter and set its value to False.
   3. Save and exit the file.

4. Obtain the Ignition config files:

   $ ./openshift-install create ignition-configs --dir=<installation_directory> 1

   1

   For <installation_directory>, specify the same installation directory.

   The following files are generated in the directory:

   .
   ├── auth
   │   ├── kubeadmin-password
   │   └── kubeconfig
   ├── bootstrap.ign
   ├── master.ign
   ├── metadata.json
   └── worker.ign

Procedure

1. Upload the bootstrap Ignition config file, which is named <installation_directory>/bootstrap.ign, that the installation program created to your HTTP server. Note the URL of this file.

   You must host the bootstrap Ignition config file because it is too large to fit in a vApp property.

2. Save the following secondary Ignition config file for your bootstrap node to your computer as <installation_directory>/append-bootstrap.ign.

   {
     "ignition": {
       "config": {
         "append": [
           {
             "source": "<bootstrap_ignition_config_url>", 1
             "verification": {}
           }
         ]
       },
       "timeouts": {},
       "version": "2.2.0"
     },
     "networkd": {},
     "passwd": {},
     "storage": {},
     "systemd": {}
   }

   1

   Specify the URL of the bootstrap Ignition config file that you hosted.

   When you create the virtual machine (VM) for the bootstrap machine, you use this Ignition config file.

3. Convert the master, worker, and secondary bootstrap Ignition config files to base64 encoding.

   For example, if you use a Linux operating system, you can use the base64 command to encode the files.

   $ base64 -w0 <installation_directory>/master.ign > <installation_directory>/master.64

   $ base64 -w0 <installation_directory>/worker.ign > <installation_directory>/worker.64

   $ base64 -w0 <installation_directory>/append-bootstrap.ign > <installation_directory>/append-bootstrap.64

   重要

   If you plan to add more compute machines to your cluster after you finish installation, do not delete these files.

4. Obtain the RHCOS OVA image. Images are available from the RHCOS image mirror page.

   重要

   The RHCOS images might not change with every release of OpenShift Container Platform. You must download an image with the highest version that is less than or equal to the OpenShift Container Platform version that you install. Use the image version that matches your OpenShift Container Platform version if it is available.

   The filename contains the OpenShift Container Platform version number in the format rhcos-vmware.<architecture>.ova.

5. In the vSphere Client, create a folder in your datacenter to store your VMs.

   1. Click the VMs and Templates view.
   2. Right-click the name of your datacenter.
   3. Click New Folder New VM and Template Folder.
   4. In the window that is displayed, enter the folder name. If you did not specify an existing folder in the install-config.yaml file, create a folder with the same name as the infrastructure ID.

6. In the vSphere Client, create a template for the OVA image and then clone the template as needed.

   注意

   In the following steps, you create a template and then clone the template for all of your cluster machines. You then provide the location for the Ignition config file for that cloned machine type when you provision the VMs.

   1. From the Hosts and Clusters tab, right-click your cluster name and select Deploy OVF Template.
   2. On the Select an OVF tab, specify the name of the RHCOS OVA file that you downloaded.
   3. On the Select a name and folder tab, set a Virtual machine name for your template, such as Template-RHCOS. Click the name of your vSphere cluster and select the folder you created in the previous step.
   4. On the Select a compute resource tab, click the name of your vSphere cluster.

   5. On the Select storage tab, configure the storage options for your VM.

      • Select Thin Provision or Thick Provision, based on your storage preferences.
      • Select the datastore that you specified in your install-config.yaml file.
   6. On the Select network tab, specify the network that you configured for the cluster, if available.

   7. When creating the OVF template, do not specify values on the Customize template tab or configure the template any further.

      重要

      Do not start the original VM template. The VM template must remain off and must be cloned for new RHCOS machines. Starting the VM template configures the VM template as a VM on the platform, which prevents it from being used as a template that machine sets can apply configurations to.

7. After the template deploys, deploy a VM for a machine in the cluster.

   1. Right-click the template’s name and click Clone Clone to Virtual Machine.
   2. On the Select a name and folder tab, specify a name for the VM. You might include the machine type in the name, such as control-plane-0 or compute-1.
   3. On the Select a name and folder tab, select the name of the folder that you created for the cluster.
   4. On the Select a compute resource tab, select the name of a host in your datacenter.
   5. Optional: On the Select storage tab, customize the storage options.
   6. On the Select clone options, select Customize this virtual machine’s hardware.

   7. On the Customize hardware tab, click VM Options Advanced.

      • Optional: In the event of cluster performance issues, from the Latency Sensitivity list, select High.

      • Click Edit Configuration, and on the Configuration Parameters window, click Add Configuration Params. Define the following parameter names and values:

        • guestinfo.ignition.config.data: Paste the contents of the base64-encoded Ignition config file for this machine type.
        • guestinfo.ignition.config.data.encoding: Specify base64.
        • disk.EnableUUID: Specify TRUE.

      • Alternatively, prior to powering on the virtual machine add via vApp properties:

        • Navigate to a virtual machine from the vCenter Server inventory.
        • On the Configure tab, expand Settings and select vApp options.
        • Scroll down and under Properties apply the configurations from above.
   8. In the Virtual Hardware panel of the Customize hardware tab, modify the specified values as required. Ensure that the amount of RAM, CPU, and disk storage meets the minimum requirements for the machine type.
   9. Complete the configuration and power on the VM.

8. Create the rest of the machines for your cluster by following the preceding steps for each machine.

   重要

   You must create the bootstrap and control plane machines at this time. Because some pods are deployed on compute machines by default, also create at least two compute machines before you install the cluster.

Procedure

1. After the template deploys, deploy a VM for a machine in the cluster.

   1. Right-click the template’s name and click Clone Clone to Virtual Machine.
   2. On the Select a name and folder tab, specify a name for the VM. You might include the machine type in the name, such as compute-1.
   3. On the Select a name and folder tab, select the name of the folder that you created for the cluster.
   4. On the Select a compute resource tab, select the name of a host in your datacenter.
   5. Optional: On the Select storage tab, customize the storage options.
   6. On the Select clone options, select Customize this virtual machine’s hardware.

   7. On the Customize hardware tab, click VM Options Advanced.

      • From the Latency Sensitivity list, select High.

      • Click Edit Configuration, and on the Configuration Parameters window, click Add Configuration Params. Define the following parameter names and values:

        • guestinfo.ignition.config.data: Paste the contents of the base64-encoded compute Ignition config file for this machine type.
        • guestinfo.ignition.config.data.encoding: Specify base64.
        • disk.EnableUUID: Specify TRUE.
   8. In the Virtual Hardware panel of the Customize hardware tab, modify the specified values as required. Ensure that the amount of RAM, CPU, and disk storage meets the minimum requirements for the machine type. Also, make sure to select the correct network under Add network adapter if there are multiple networks available.
   9. Complete the configuration and power on the VM.
2. Continue to create more compute machines for your cluster.

Procedure

1. Monitor the bootstrap process:

   $ ./openshift-install --dir=<installation_directory> wait-for bootstrap-complete \ 1
       --log-level=info 2

   1

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

   2

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

   Example output

   INFO Waiting up to 30m0s for the Kubernetes API at https://api.test.example.com:6443...
   INFO API v1.18.3 up
   INFO Waiting up to 30m0s for bootstrapping to complete...
   INFO It is now safe to remove the bootstrap resources

   The command succeeds when the Kubernetes API server signals that it has been bootstrapped on the control plane machines.

2. After bootstrap process is complete, remove the bootstrap machine from the load balancer.

   重要

   You must remove the bootstrap machine from the load balancer at this point. You can also remove or reformat the machine itself.

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. Confirm that the cluster recognizes the machines:

   $ oc get nodes

   Example output

   NAME      STATUS    ROLES   AGE  VERSION
   master-0  Ready     master  63m  v1.18.3
   master-1  Ready     master  63m  v1.18.3
   master-2  Ready     master  64m  v1.18.3
   worker-0  NotReady  worker  76s  v1.18.3
   worker-1  NotReady  worker  70s  v1.18.3

   The output lists all of the machines that you created.

2. Review the pending CSRs and ensure that you see the client requests with the Pending or Approved status for each machine that you added to the cluster:

   $ oc get csr

   Example output

   NAME        AGE     REQUESTOR                                                                   CONDITION
   csr-8b2br   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
   csr-8vnps   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
   ...

   In this example, two machines are joining the cluster. You might see more approved CSRs in the list.

3. If the CSRs were not approved, after all of the pending CSRs for the machines you added are in Pending status, approve the CSRs for your cluster machines:

   注意

   Because the CSRs rotate automatically, approve your CSRs within an hour of adding the machines to the cluster. If you do not approve them within an hour, the certificates will rotate, and more than two certificates will be present for each node. You must approve all of these certificates. Once the client CSR is approved, the Kubelet creates a secondary CSR for the serving certificate, which requires manual approval. Then, subsequent serving certificate renewal requests are automatically approved by the machine-approver if the Kubelet requests a new certificate with identical parameters.

   • To approve them individually, run the following command for each valid CSR:

     $ oc adm certificate approve <csr_name> 1

     1

     <csr_name> is the name of a CSR from the list of current CSRs.

   • To approve all pending CSRs, run the following command:

     $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs --no-run-if-empty oc adm certificate approve

4. Now that your client requests are approved, you must review the server requests for each machine that you added to the cluster:

   $ oc get csr

   Example output

   NAME        AGE     REQUESTOR                                                                   CONDITION
   csr-bfd72   5m26s   system:node:ip-10-0-50-126.us-east-2.compute.internal                       Pending
   csr-c57lv   5m26s   system:node:ip-10-0-95-157.us-east-2.compute.internal                       Pending
   ...

5. If the remaining CSRs are not approved, and are in the Pending status, approve the CSRs for your cluster machines:

   • To approve them individually, run the following command for each valid CSR:

     $ oc adm certificate approve <csr_name> 1

     1

     <csr_name> is the name of a CSR from the list of current CSRs.

   • To approve all pending CSRs, run the following command:

     $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs oc adm certificate approve

6. After all client and server CSRs have been approved, the machines have the Ready status. Verify this by running the following command:

   $ oc get nodes

   Example output

   NAME      STATUS    ROLES   AGE  VERSION
   master-0  Ready     master  73m  v1.20.0
   master-1  Ready     master  73m  v1.20.0
   master-2  Ready     master  74m  v1.20.0
   worker-0  Ready     worker  11m  v1.20.0
   worker-1  Ready     worker  11m  v1.20.0

   注意

   It can take a few minutes after approval of the server CSRs for the machines to transition to the Ready status.

Procedure

1. Watch the cluster components come online:

   $ watch -n5 oc get clusteroperators

   Example output

   NAME                                 VERSION   AVAILABLE   PROGRESSING   DEGRADED   SINCE
   authentication                       4.5.4     True        False         False      69s
   cloud-credential                     4.5.4     True        False         False      12m
   cluster-autoscaler                   4.5.4     True        False         False      11m
   console                              4.5.4     True        False         False      46s
   dns                                  4.5.4     True        False         False      11m
   image-registry                       4.5.4     True        False         False      5m26s
   ingress                              4.5.4     True        False         False      5m36s
   kube-apiserver                       4.5.4     True        False         False      8m53s
   kube-controller-manager              4.5.4     True        False         False      7m24s
   kube-scheduler                       4.5.4     True        False         False      12m
   machine-api                          4.5.4     True        False         False      12m
   machine-config                       4.5.4     True        False         False      7m36s
   marketplace                          4.5.4     True        False         False      7m54m
   monitoring                           4.5.4     True        False         False      7h54s
   network                              4.5.4     True        False         False      5m9s
   node-tuning                          4.5.4     True        False         False      11m
   openshift-apiserver                  4.5.4     True        False         False      11m
   openshift-controller-manager         4.5.4     True        False         False      5m943s
   openshift-samples                    4.5.4     True        False         False      3m55s
   operator-lifecycle-manager           4.5.4     True        False         False      11m
   operator-lifecycle-manager-catalog   4.5.4     True        False         False      11m
   service-ca                           4.5.4     True        False         False      11m
   service-catalog-apiserver            4.5.4     True        False         False      5m26s
   service-catalog-controller-manager   4.5.4     True        False         False      5m25s
   storage                              4.5.4     True        False         False      5m30s

2. Configure the Operators that are not available.

Procedure

1. Confirm that all the cluster components are online with the following command:

   $ watch -n5 oc get clusteroperators

   Example output

   NAME                                       VERSION   AVAILABLE   PROGRESSING   DEGRADED   SINCE
   authentication                             4.5.4     True        False         False      7m56s
   cloud-credential                           4.5.4     True        False         False      31m
   cluster-autoscaler                         4.5.4     True        False         False      16m
   console                                    4.5.4     True        False         False      10m
   csi-snapshot-controller                    4.5.4     True        False         False      16m
   dns                                        4.5.4     True        False         False      22m
   etcd                                       4.5.4     False       False         False      25s
   image-registry                             4.5.4     True        False         False      16m
   ingress                                    4.5.4     True        False         False      16m
   insights                                   4.5.4     True        False         False      17m
   kube-apiserver                             4.5.4     True        False         False      19m
   kube-controller-manager                    4.5.4     True        False         False      20m
   kube-scheduler                             4.5.4     True        False         False      20m
   kube-storage-version-migrator              4.5.4     True        False         False      16m
   machine-api                                4.5.4     True        False         False      22m
   machine-config                             4.5.4     True        False         False      22m
   marketplace                                4.5.4     True        False         False      16m
   monitoring                                 4.5.4     True        False         False      10m
   network                                    4.5.4     True        False         False      23m
   node-tuning                                4.5.4     True        False         False      23m
   openshift-apiserver                        4.5.4     True        False         False      17m
   openshift-controller-manager               4.5.4     True        False         False      15m
   openshift-samples                          4.5.4     True        False         False      16m
   operator-lifecycle-manager                 4.5.4     True        False         False      22m
   operator-lifecycle-manager-catalog         4.5.4     True        False         False      22m
   operator-lifecycle-manager-packageserver   4.5.4     True        False         False      18m
   service-ca                                 4.5.4     True        False         False      23m
   service-catalog-apiserver                  4.5.4     True        False         False      23m
   service-catalog-controller-manager         4.5.4     True        False         False      23m
   storage                                    4.5.4     True        False         False      17m

   Alternatively, the following command notifies you when all of the clusters are available. It also retrieves and displays credentials:

   $ ./openshift-install --dir=<installation_directory> wait-for install-complete 1

   1

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

   Example output

   INFO Waiting up to 30m0s for the cluster to initialize...

   The command succeeds when the Cluster Version Operator finishes deploying the OpenShift Container Platform cluster from Kubernetes API server.

   重要

   The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information.

2. Confirm that the Kubernetes API server is communicating with the pods.

   1. To view a list of all pods, use the following command:

      $ oc get pods --all-namespaces

      Example output

      NAMESPACE                         NAME                                            READY   STATUS      RESTARTS   AGE
      openshift-apiserver-operator      openshift-apiserver-operator-85cb746d55-zqhs8   1/1     Running     1          9m
      openshift-apiserver               apiserver-67b9g                                 1/1     Running     0          3m
      openshift-apiserver               apiserver-ljcmx                                 1/1     Running     0          1m
      openshift-apiserver               apiserver-z25h4                                 1/1     Running     0          2m
      openshift-authentication-operator authentication-operator-69d5d8bf84-vh2n8        1/1     Running     0          5m
      ...

   2. View the logs for a pod that is listed in the output of the previous command by using the following command:

      $ oc logs <pod_name> -n <namespace> 1

      1

      Specify the pod name and namespace, as shown in the output of the previous command.

      If the pod logs display, the Kubernetes API server can communicate with the cluster machines.

1. Stop the application that is using the persistent volume.
2. Clone the persistent volume.
3. Restart the application.
4. Create a backup of the cloned volume.
5. Delete the cloned volume.