Installing a cluster on OpenStack with customizations

In OKD version 4.10, you can install a customized cluster on Red Hat OpenStack Platform (RHOSP). To customize the installation, modify parameters in the install-config.yaml before you install the cluster.

Prerequisites

Resource guidelines for installing OKD on RHOSP

To support an OKD installation, your Red Hat OpenStack Platform (RHOSP) quota must meet the following requirements:

Table 1. Recommended resources for a default OKD cluster on RHOSP
ResourceValue

Floating IP addresses

3

Ports

15

Routers

1

Subnets

1

RAM

112 GB

vCPUs

28

Volume storage

275 GB

Instances

7

Security groups

3

Security group rules

60

Server groups

2 - plus 1 for each additional availability zone in each machine pool

A cluster might function with fewer than recommended resources, but its performance is not guaranteed.

If RHOSP object storage (Swift) is available and operated by a user account with the swiftoperator role, it is used as the default backend for the OKD image registry. In this case, the volume storage requirement is 175 GB. Swift space requirements vary depending on the size of the image registry.

By default, your security group and security group rule quotas might be low. If you encounter problems, run openstack quota set —secgroups 3 —secgroup-rules 60 <project> as an administrator to increase them.

An OKD deployment comprises control plane machines, compute machines, and a bootstrap machine.

Control plane and compute machines

By default, the OKD installation process stands up three control plane and three compute machines.

Each machine requires:

  • An instance from the RHOSP quota

  • A port from the RHOSP quota

  • A flavor with at least 16 GB memory, 4 vCPUs, and 25 GB storage space

Compute machines host the applications that you run on OKD; aim to run as many as you can.

Bootstrap machine

During installation, a bootstrap machine is temporarily provisioned to stand up the control plane. After the production control plane is ready, the bootstrap machine is deprovisioned.

The bootstrap machine requires:

  • An instance from the RHOSP quota

  • A port from the RHOSP quota

  • A flavor with at least 16 GB memory, 4 vCPUs, and 25 GB storage space

Enabling Swift on RHOSP

Swift is operated by a user account with the swiftoperator role. Add the role to an account before you run the installation program.

If the Red Hat OpenStack Platform (RHOSP) object storage service, commonly known as Swift, is available, OKD uses it as the image registry storage. If it is unavailable, the installation program relies on the RHOSP block storage service, commonly known as Cinder.

If Swift is present and you want to use it, you must enable access to it. If it is not present, or if you do not want to use it, skip this section.

Prerequisites

  • You have a RHOSP administrator account on the target environment.

  • The Swift service is installed.

  • On Ceph RGW, the account in url option is enabled.

Procedure

To enable Swift on RHOSP:

  1. As an administrator in the RHOSP CLI, add the swiftoperator role to the account that will access Swift:

    1. $ openstack role add --user <user> --project <project> swiftoperator

Your RHOSP deployment can now use Swift for the image registry.

Verifying external network access

The OKD installation process requires external network access. You must provide an external network value to it, or deployment fails. Before you begin the process, verify that a network with the external router type exists in Red Hat OpenStack Platform (RHOSP).

Prerequisites

Procedure

  1. Using the RHOSP CLI, verify the name and ID of the ‘External’ network:

    1. $ openstack network list --long -c ID -c Name -c "Router Type"

    Example output

    1. +--------------------------------------+----------------+-------------+
    2. | ID | Name | Router Type |
    3. +--------------------------------------+----------------+-------------+
    4. | 148a8023-62a7-4672-b018-003462f8d7dc | public_network | External |
    5. +--------------------------------------+----------------+-------------+

A network with an external router type appears in the network list. If at least one does not, see Creating a default floating IP network and Creating a default provider network.

If the external network’s CIDR range overlaps one of the default network ranges, you must change the matching network ranges in the install-config.yaml file before you start the installation process.

The default network ranges are:

NetworkRange

machineNetwork

10.0.0.0/16

serviceNetwork

172.30.0.0/16

clusterNetwork

10.128.0.0/14

If the installation program finds multiple networks with the same name, it sets one of them at random. To avoid this behavior, create unique names for resources in RHOSP.

If the Neutron trunk service plug-in is enabled, a trunk port is created by default. For more information, see Neutron trunk port.

Defining parameters for the installation program

The OKD installation program relies on a file that is called clouds.yaml. The file describes Red Hat OpenStack Platform (RHOSP) configuration parameters, including the project name, log in information, and authorization service URLs.

Procedure

  1. Create the clouds.yaml file:

    • If your RHOSP distribution includes the Horizon web UI, generate a clouds.yaml file in it.

      Remember to add a password to the auth field. You can also keep secrets in a separate file from clouds.yaml.

    • If your RHOSP distribution does not include the Horizon web UI, or you do not want to use Horizon, create the file yourself. For detailed information about clouds.yaml, see Config files in the RHOSP documentation.

      1. clouds:
      2. shiftstack:
      3. auth:
      4. auth_url: http://10.10.14.42:5000/v3
      5. project_name: shiftstack
      6. username: shiftstack_user
      7. password: XXX
      8. user_domain_name: Default
      9. project_domain_name: Default
      10. dev-env:
      11. region_name: RegionOne
      12. auth:
      13. username: 'devuser'
      14. password: XXX
      15. project_name: 'devonly'
      16. auth_url: 'https://10.10.14.22:5001/v2.0'
  2. If your RHOSP installation uses self-signed certificate authority (CA) certificates for endpoint authentication:

    1. Copy the certificate authority file to your machine.

    2. Add the cacerts key to the clouds.yaml file. The value must be an absolute, non-root-accessible path to the CA certificate:

      1. clouds:
      2. shiftstack:
      3. ...
      4. cacert: "/etc/pki/ca-trust/source/anchors/ca.crt.pem"

      After you run the installer with a custom CA certificate, you can update the certificate by editing the value of the ca-cert.pem key in the cloud-provider-config keymap. On a command line, run:

      1. $ oc edit configmap -n openshift-config cloud-provider-config
  3. Place the clouds.yaml file in one of the following locations:

    1. The value of the OS_CLIENT_CONFIG_FILE environment variable

    2. The current directory

    3. A Unix-specific user configuration directory, for example ~/.config/openstack/clouds.yaml

    4. A Unix-specific site configuration directory, for example /etc/openstack/clouds.yaml

      The installation program searches for clouds.yaml in that order.

Setting cloud provider options

Optionally, you can edit the cloud provider configuration for your cluster. The cloud provider configuration controls how OKD interacts with Red Hat OpenStack Platform (RHOSP).

For a complete list of cloud provider configuration parameters, see the cloud.conf specification.

Procedure

  1. If you have not already generated manifest files for your cluster, generate them by running the following command:

    1. $ openshift-install --dir <destination_directory> create manifests
  2. In a text editor, open the cloud-provider configuration manifest file. For example:

    1. $ vi openshift/manifests/cloud-provider-config.yaml
  3. Modify the options based on the cloud.conf specification.

    Configuring Octavia for load balancing is a common case. For example:

    1. #...
    2. [LoadBalancer]
    3. use-octavia=true (1)
    4. lb-provider = "amphora" (2)
    5. floating-network-id="d3deb660-4190-40a3-91f1-37326fe6ec4a"(3)
    6. #...
    1This property enables Octavia integration.
    2This property sets the Octavia provider that your load balancer uses. It accepts “ovn” or “amphora” as values. If you choose to use OVN, you must also set lb-method to SOURCE_IP_PORT.
    3This property is required if you want to use multiple external networks with your cluster. The cloud provider creates floating IP addresses on the network that is specified here.

    Prior to saving your changes, verify that the file is structured correctly. Clusters might fail if properties are not placed in the appropriate section.

  4. Save the changes to the file and proceed with installation.

    You can update your cloud provider configuration after you run the installer. On a command line, run:

    1. $ oc edit configmap -n openshift-config cloud-provider-config

    After you save your changes, your cluster will take some time to reconfigure itself. The process is complete if none of your nodes have a SchedulingDisabled status.

Obtaining the installation program

Before you install OKD, download the installation file on a local computer.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space

Procedure

  1. Download installer from https://github.com/openshift/okd/releases

    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 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 OKD uninstallation procedures for your specific cloud provider.

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

    1. $ tar -xvf openshift-install-linux.tar.gz
  3. Download your installation pull secret from the 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 OKD components.

    Using a pull secret from the Red Hat OpenShift Cluster Manager is not required. You can use a pull secret for another private registry. Or, if you do not need the cluster to pull images from a private registry, you can use {"auths":{"fake":{"auth":"aWQ6cGFzcwo="}}} as the pull secret when prompted during the installation.

    If you do not use the pull secret from the Red Hat OpenShift Cluster Manager:

    • Red Hat Operators are not available.

    • The Telemetry and Insights operators do not send data to Red Hat.

    • Content from the Red Hat Container Catalog registry, such as image streams and Operators, are not available.

Creating the installation configuration file

You can customize the OKD cluster you install on Red Hat OpenStack Platform (RHOSP).

Prerequisites

  • Obtain the OKD installation program and the pull secret for your cluster.

  • Obtain service principal permissions at the subscription level.

Procedure

  1. Create the install-config.yaml file.

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

      1. $ ./openshift-install create install-config --dir <installation_directory> (1)
      1For <installation_directory>, specify the directory name to store the files that the installation program creates.

      Specify an empty 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 OKD version.

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

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

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

      2. Select openstack as the platform to target.

      3. Specify the Red Hat OpenStack Platform (RHOSP) external network name to use for installing the cluster.

      4. Specify the floating IP address to use for external access to the OpenShift API.

      5. Specify a RHOSP flavor with at least 16 GB RAM to use for control plane and compute nodes.

      6. Select the base domain to deploy the cluster to. All DNS records will be sub-domains of this base and will also include the cluster name.

      7. Enter a name for your cluster. The name must be 14 or fewer characters long.

      8. Paste the pull secret from the Red Hat OpenShift Cluster Manager. This field is optional.

  1. Modify the install-config.yaml file. You can find more information about the available parameters in the “Installation configuration parameters” section.

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

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

Configuring the cluster-wide proxy during installation

Production environments can deny direct access to the internet and instead have an HTTP or HTTPS proxy available. You can configure a new OKD cluster to use a proxy by configuring the proxy settings in the install-config.yaml file.

Prerequisites

  • You have an existing install-config.yaml file.

  • You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and Red Hat OpenStack Platform (RHOSP), the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    1. apiVersion: v1
    2. baseDomain: my.domain.com
    3. proxy:
    4. httpProxy: http://<username>:<pswd>@<ip>:<port> (1)
    5. httpsProxy: https://<username>:<pswd>@<ip>:<port> (2)
    6. noProxy: example.com (3)
    7. additionalTrustBundle: | (4)
    8. -----BEGIN CERTIFICATE-----
    9. <MY_TRUSTED_CA_CERT>
    10. -----END CERTIFICATE-----
    11. ...
    1A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2A proxy URL to use for creating HTTPS connections outside the cluster.
    3A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations.
    4If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Fedora CoreOS (FCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the FCOS trust bundle.

    The installation program does not support the proxy readinessEndpoints field.

  2. Save the file and reference it when installing OKD.

The installation program creates a cluster-wide proxy that is named cluster that uses the proxy settings in the provided install-config.yaml file. If no proxy settings are provided, a cluster Proxy object is still created, but it will have a nil spec.

Only the Proxy object named cluster is supported, and no additional proxies can be created.

Installation configuration parameters

Before you deploy an OKD cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

After installation, you cannot modify these parameters in the install-config.yaml file.

Required configuration parameters

Required installation configuration parameters are described in the following table:

Table 2. Required parameters
ParameterDescriptionValues

apiVersion

The API version for the install-config.yaml content. The current version is v1. The installer may also support older API versions.

String

baseDomain

The base domain of your cloud provider. The base domain is used to create routes to your OKD cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

metadata

Kubernetes resource ObjectMeta, from which only the name parameter is consumed.

Object

metadata.name

The name of the cluster. DNS records for the cluster are all subdomains of {{.metadata.name}}.{{.baseDomain}}.

String of lowercase letters, hyphens (-), and periods (.), such as dev. The string must be 14 characters or fewer long.

platform

The configuration for the specific platform upon which to perform the installation: alibabacloud, aws, baremetal, azure, ibmcloud, openstack, ovirt, vsphere, or {}. For additional information about platform.<platform> parameters, consult the table for your specific platform that follows.

Object

Network configuration parameters

You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.

Only IPv4 addresses are supported.

Table 3. Network parameters
ParameterDescriptionValues

networking

The configuration for the cluster network.

Object

You cannot modify parameters specified by the networking object after installation.

networking.networkType

The cluster network provider Container Network Interface (CNI) plug-in to install.

Either OpenShiftSDN or OVNKubernetes. The default value is OVNKubernetes.

networking.clusterNetwork

The IP address blocks for pods.

The default value is 10.128.0.0/14 with a host prefix of /23.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

  1. networking:
  2. clusterNetwork:
  3. - cidr: 10.128.0.0/14
  4. hostPrefix: 23

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. An IP address block.

An IPv4 network.

An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between 0 and 32.

networking.clusterNetwork.hostPrefix

The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 then each node is assigned a /23 subnet out of the given cidr. A hostPrefix value of 23 provides 510 (2^(32 - 23) - 2) pod IP addresses.

A subnet prefix.

The default value is 23.

networking.serviceNetwork

The IP address block for services. The default value is 172.30.0.0/16.

The OpenShift SDN and OVN-Kubernetes network providers support only a single IP address block for the service network.

An array with an IP address block in CIDR format. For example:

  1. networking:
  2. serviceNetwork:
  3. - 172.30.0.0/16

networking.machineNetwork

The IP address blocks for machines.

If you specify multiple IP address blocks, the blocks must not overlap.

An array of objects. For example:

  1. networking:
  2. machineNetwork:
  3. - cidr: 10.0.0.0/16

networking.machineNetwork.cidr

Required if you use networking.machineNetwork. An IP address block. The default value is 10.0.0.0/16 for all platforms other than libvirt. For libvirt, the default value is 192.168.126.0/24.

An IP network block in CIDR notation.

For example, 10.0.0.0/16.

Set the networking.machineNetwork to match the CIDR that the preferred NIC resides in.

Optional configuration parameters

Optional installation configuration parameters are described in the following table:

Table 4. Optional parameters
ParameterDescriptionValues

additionalTrustBundle

A PEM-encoded X.509 certificate bundle that is added to the nodes’ trusted certificate store. This trust bundle may also be used when a proxy has been configured.

String

cgroupsV2

Enables Linux control groups version 2 (cgroups v2) on specific nodes in your cluster. The OKD process for enabling cgroups v2 disables all cgroup version 1 controllers and hierarchies. The OKD cgroups version 2 feature is in Developer Preview and is not supported by Red Hat at this time.

true

compute

The configuration for the machines that comprise the compute nodes.

Array of MachinePool objects.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines’ cores.

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.name

Required if you use compute. The name of the machine pool.

worker

compute.platform

Required if you use compute. Use this parameter to specify the cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

alibaba, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane

The configuration for the machines that comprise the control plane.

Array of MachinePool objects.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines’ cores.

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.name

Required if you use controlPlane. The name of the machine pool.

master

controlPlane.platform

Required if you use controlPlane. Use this parameter to specify the cloud provider that hosts the control plane machines. This parameter value must match the compute.platform parameter value.

alibaba, aws, azure, gcp, ibmcloud, openstack, ovirt, vsphere, or {}

controlPlane.replicas

The number of control plane machines to provision.

The only supported value is 3, which is the default value.

credentialsMode

The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.

Not all CCO modes are supported for all cloud providers. For more information on CCO modes, see the Cloud Credential Operator entry in the Platform Operators reference content.

Mint, Passthrough, Manual, or an empty string (“”).

imageContentSources

Sources and repositories for the release-image content.

Array of objects. Includes a source and, optionally, mirrors, as described in the following rows of this table.

imageContentSources.source

Required if you use imageContentSources. Specify the repository that users refer to, for example, in image pull specifications.

String

imageContentSources.mirrors

Specify one or more repositories that may also contain the same images.

Array of strings

publish

How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes.

Internal or External. The default value is External.

Setting this field to Internal is not supported on non-cloud platforms and IBM Cloud.

If the value of the field is set to Internal, the cluster will become non-functional. For more information, refer to BZ#1953035.

sshKey

The SSH key or keys to authenticate access your cluster machines.

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

One or more keys. For example:

  1. sshKey:
  2. <key1>
  3. <key2>
  4. <key3>

Additional Red Hat OpenStack Platform (RHOSP) configuration parameters

Additional RHOSP configuration parameters are described in the following table:

Table 5. Additional RHOSP parameters
ParameterDescriptionValues

compute.platform.openstack.rootVolume.size

For compute machines, the size in gigabytes of the root volume. If you do not set this value, machines use ephemeral storage.

Integer, for example 30.

compute.platform.openstack.rootVolume.type

For compute machines, the root volume’s type.

String, for example performance.

controlPlane.platform.openstack.rootVolume.size

For control plane machines, the size in gigabytes of the root volume. If you do not set this value, machines use ephemeral storage.

Integer, for example 30.

controlPlane.platform.openstack.rootVolume.type

For control plane machines, the root volume’s type.

String, for example performance.

platform.openstack.cloud

The name of the RHOSP cloud to use from the list of clouds in the clouds.yaml file.

String, for example MyCloud.

platform.openstack.externalNetwork

The RHOSP external network name to be used for installation.

String, for example external.

platform.openstack.computeFlavor

The RHOSP flavor to use for control plane and compute machines.

This property is deprecated. To use a flavor as the default for all machine pools, add it as the value of the type key in the platform.openstack.defaultMachinePlatform property. You can also set a flavor value for each machine pool individually.

String, for example m1.xlarge.

Optional RHOSP configuration parameters

Optional RHOSP configuration parameters are described in the following table:

Table 6. Optional RHOSP parameters
ParameterDescriptionValues

compute.platform.openstack.additionalNetworkIDs

Additional networks that are associated with compute machines. Allowed address pairs are not created for additional networks.

A list of one or more UUIDs as strings. For example, fa806b2f-ac49-4bce-b9db-124bc64209bf.

compute.platform.openstack.additionalSecurityGroupIDs

Additional security groups that are associated with compute machines.

A list of one or more UUIDs as strings. For example, 7ee219f3-d2e9-48a1-96c2-e7429f1b0da7.

compute.platform.openstack.zones

RHOSP Compute (Nova) availability zones (AZs) to install machines on. If this parameter is not set, the installer relies on the default settings for Nova that the RHOSP administrator configured.

On clusters that use Kuryr, RHOSP Octavia does not support availability zones. Load balancers and, if you are using the Amphora provider driver, OKD services that rely on Amphora VMs, are not created according to the value of this property.

A list of strings. For example, [“zone-1”, “zone-2”].

compute.platform.openstack.rootVolume.zones

For compute machines, the availability zone to install root volumes on. If you do not set a value for this parameter, the installer selects the default availability zone.

A list of strings, for example [“zone-1”, “zone-2”].

compute.platform.openstack.serverGroupPolicy

Server group policy to apply to the group that will contain the compute machines in the pool. You cannot change server group policies or affiliations after creation. Supported options include anti-affinity, soft-affinity, and soft-anti-affinity. The default value is soft-anti-affinity.

An affinity policy prevents migrations and therefore affects RHOSP upgrades. The affinity policy is not supported.

If you use a strict anti-affinity policy, an additional RHOSP host is required during instance migration.

A server group policy to apply to the machine pool. For example, soft-affinity.

controlPlane.platform.openstack.additionalNetworkIDs

Additional networks that are associated with control plane machines. Allowed address pairs are not created for additional networks.

A list of one or more UUIDs as strings. For example, fa806b2f-ac49-4bce-b9db-124bc64209bf.

controlPlane.platform.openstack.additionalSecurityGroupIDs

Additional security groups that are associated with control plane machines.

A list of one or more UUIDs as strings. For example, 7ee219f3-d2e9-48a1-96c2-e7429f1b0da7.

controlPlane.platform.openstack.zones

RHOSP Compute (Nova) availability zones (AZs) to install machines on. If this parameter is not set, the installer relies on the default settings for Nova that the RHOSP administrator configured.

On clusters that use Kuryr, RHOSP Octavia does not support availability zones. Load balancers and, if you are using the Amphora provider driver, OKD services that rely on Amphora VMs, are not created according to the value of this property.

A list of strings. For example, [“zone-1”, “zone-2”].

controlPlane.platform.openstack.rootVolume.zones

For control plane machines, the availability zone to install root volumes on. If you do not set this value, the installer selects the default availability zone.

A list of strings, for example [“zone-1”, “zone-2”].

controlPlane.platform.openstack.serverGroupPolicy

Server group policy to apply to the group that will contain the control plane machines in the pool. You cannot change server group policies or affiliations after creation. Supported options include anti-affinity, soft-affinity, and soft-anti-affinity. The default value is soft-anti-affinity.

An affinity policy prevents migrations, and therefore affects RHOSP upgrades. The affinity policy is not supported.

If you use a strict anti-affinity policy, an additional RHOSP host is required during instance migration.

A server group policy to apply to the machine pool. For example, soft-affinity.

platform.openstack.clusterOSImage

The location from which the installer downloads the FCOS image.

You must set this parameter to perform an installation in a restricted network.

An HTTP or HTTPS URL, optionally with an SHA-256 checksum.

platform.openstack.clusterOSImageProperties

Properties to add to the installer-uploaded ClusterOSImage in Glance. This property is ignored if platform.openstack.clusterOSImage is set to an existing Glance image.

You can use this property to exceed the default persistent volume (PV) limit for RHOSP of 26 PVs per node. To exceed the limit, set the hw_scsi_model property value to virtio-scsi and the hw_disk_bus value to scsi.

You can also use this property to enable the QEMU guest agent by including the hw_qemu_guest_agent property with a value of yes.

A list of key-value string pairs. For example, [“hw_scsi_model”: “virtio-scsi”, “hw_disk_bus”: “scsi”].

platform.openstack.defaultMachinePlatform

The default machine pool platform configuration.

  1. {
  2. type”: ml.large”,
  3. rootVolume”: {
  4. size”: 30,
  5. type”: performance
  6. }
  7. }

platform.openstack.ingressFloatingIP

An existing floating IP address to associate with the Ingress port. To use this property, you must also define the platform.openstack.externalNetwork property.

An IP address, for example 128.0.0.1.

platform.openstack.apiFloatingIP

An existing floating IP address to associate with the API load balancer. To use this property, you must also define the platform.openstack.externalNetwork property.

An IP address, for example 128.0.0.1.

platform.openstack.externalDNS

IP addresses for external DNS servers that cluster instances use for DNS resolution.

A list of IP addresses as strings. For example, [“8.8.8.8”, “192.168.1.12”].

platform.openstack.machinesSubnet

The UUID of a RHOSP subnet that the cluster’s nodes use. Nodes and virtual IP (VIP) ports are created on this subnet.

The first item in networking.machineNetwork must match the value of machinesSubnet.

If you deploy to a custom subnet, you cannot specify an external DNS server to the OKD installer. Instead, add DNS to the subnet in RHOSP.

A UUID as a string. For example, fa806b2f-ac49-4bce-b9db-124bc64209bf.

Custom subnets in RHOSP deployments

Optionally, you can deploy a cluster on a Red Hat OpenStack Platform (RHOSP) subnet of your choice. The subnet’s GUID is passed as the value of platform.openstack.machinesSubnet in the install-config.yaml file.

This subnet is used as the cluster’s primary subnet. By default, nodes and ports are created on it. You can create nodes and ports on a different RHOSP subnet by setting the value of the platform.openstack.machinesSubnet property to the subnet’s UUID.

Before you run the OKD installer with a custom subnet, verify that your configuration meets the following requirements:

  • The subnet that is used by platform.openstack.machinesSubnet has DHCP enabled.

  • The CIDR of platform.openstack.machinesSubnet matches the CIDR of networking.machineNetwork.

  • The installation program user has permission to create ports on this network, including ports with fixed IP addresses.

Clusters that use custom subnets have the following limitations:

  • If you plan to install a cluster that uses floating IP addresses, the platform.openstack.machinesSubnet subnet must be attached to a router that is connected to the externalNetwork network.

  • If the platform.openstack.machinesSubnet value is set in the install-config.yaml file, the installation program does not create a private network or subnet for your RHOSP machines.

  • You cannot use the platform.openstack.externalDNS property at the same time as a custom subnet. To add DNS to a cluster that uses a custom subnet, configure DNS on the RHOSP network.

By default, the API VIP takes x.x.x.5 and the Ingress VIP takes x.x.x.7 from your network’s CIDR block. To override these default values, set values for platform.openstack.apiVIP and platform.openstack.ingressVIP that are outside of the DHCP allocation pool.

Deploying a cluster with bare metal machines

If you want your cluster to use bare metal machines, modify the install-config.yaml file. Your cluster can have both control plane and compute machines running on bare metal, or just compute machines.

Bare-metal compute machines are not supported on clusters that use Kuryr.

Be sure that your install-config.yaml file reflects whether the RHOSP network that you use for bare metal workers supports floating IP addresses or not.

Prerequisites

  • The RHOSP Bare Metal service (Ironic) is enabled and accessible via the RHOSP Compute API.

  • Bare metal is available as a RHOSP flavor.

  • The RHOSP network supports both VM and bare metal server attachment.

  • Your network configuration does not rely on a provider network. Provider networks are not supported.

  • If you want to deploy the machines on a pre-existing network, a RHOSP subnet is provisioned.

  • If you want to deploy the machines on an installer-provisioned network, the RHOSP Bare Metal service (Ironic) is able to listen for and interact with Preboot eXecution Environment (PXE) boot machines that run on tenant networks.

  • You created an install-config.yaml file as part of the OKD installation process.

Procedure

  1. In the install-config.yaml file, edit the flavors for machines:

    1. If you want to use bare-metal control plane machines, change the value of controlPlane.platform.openstack.type to a bare metal flavor.

    2. Change the value of compute.platform.openstack.type to a bare metal flavor.

    3. If you want to deploy your machines on a pre-existing network, change the value of platform.openstack.machinesSubnet to the RHOSP subnet UUID of the network. Control plane and compute machines must use the same subnet.

      An example bare metal install-config.yaml file

      1. controlPlane:
      2. platform:
      3. openstack:
      4. type: <bare_metal_control_plane_flavor> (1)
      5. ...
      6. compute:
      7. - architecture: amd64
      8. hyperthreading: Enabled
      9. name: worker
      10. platform:
      11. openstack:
      12. type: <bare_metal_compute_flavor> (2)
      13. replicas: 3
      14. ...
      15. platform:
      16. openstack:
      17. machinesSubnet: <subnet_UUID> (3)
      18. ...
      1If you want to have bare-metal control plane machines, change this value to a bare metal flavor.
      2Change this value to a bare metal flavor to use for compute machines.
      3If you want to use a pre-existing network, change this value to the UUID of the RHOSP subnet.

Use the updated install-config.yaml file to complete the installation process. The compute machines that are created during deployment use the flavor that you added to the file.

The installer may time out while waiting for bare metal machines to boot.

If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

  1. ./openshift-install wait-for install-complete log-level debug

Cluster deployment on RHOSP provider networks

You can deploy your OKD clusters on Red Hat OpenStack Platform (RHOSP) with a primary network interface on a provider network. Provider networks are commonly used to give projects direct access to a public network that can be used to reach the internet. You can also share provider networks among projects as part of the network creation process.

RHOSP provider networks map directly to an existing physical network in the data center. A RHOSP administrator must create them.

In the following example, OKD workloads are connected to a data center by using a provider network:

A diagram that depicts four OpenShift workloads on OpenStack. Each workload is connected by its NIC to an external data center by using a provider network.

OKD clusters that are installed on provider networks do not require tenant networks or floating IP addresses. The installer does not create these resources during installation.

Example provider network types include flat (untagged) and VLAN (802.1Q tagged).

A cluster can support as many provider network connections as the network type allows. For example, VLAN networks typically support up to 4096 connections.

You can learn more about provider and tenant networks in the RHOSP documentation.

RHOSP provider network requirements for cluster installation

Before you install an OKD cluster, your Red Hat OpenStack Platform (RHOSP) deployment and provider network must meet a number of conditions:

  • The RHOSP networking service (Neutron) is enabled and accessible through the RHOSP networking API.

  • The RHOSP networking service has the port security and allowed address pairs extensions enabled.

  • The provider network can be shared with other tenants.

    Use the openstack network create command with the —share flag to create a network that can be shared.

  • The RHOSP project that you use to install the cluster must own the provider network, as well as an appropriate subnet.

      To create a network for a project that is named “openshift,” enter the following command
    1. $ openstack network create project openshift
      To create a subnet for a project that is named “openshift,” enter the following command
    1. $ openstack subnet create project openshift

    To learn more about creating networks on RHOSP, read the provider networks documentation.

    If the cluster is owned by the admin user, you must run the installer as that user to create ports on the network.

    Provider networks must be owned by the RHOSP project that is used to create the cluster. If they are not, the RHOSP Compute service (Nova) cannot request a port from that network.

  • Verify that the provider network can reach the RHOSP metadata service IP address, which is 169.254.169.254 by default.

    Depending on your RHOSP SDN and networking service configuration, you might need to provide the route when you create the subnet. For example:

    1. $ openstack subnet create --dhcp --host-route destination=169.254.169.254/32,gateway=192.0.2.2 ...
  • Optional: To secure the network, create role-based access control (RBAC) rules that limit network access to a single project.

Deploying a cluster that has a primary interface on a provider network

You can deploy an OKD cluster that has its primary network interface on an Red Hat OpenStack Platform (RHOSP) provider network. .Prerequisites

  • Your Red Hat OpenStack Platform (RHOSP) deployment is configured as described by “RHOSP provider network requirements for cluster installation”.

Procedure

  1. In a text editor, open the install-config.yaml file.

  2. Set the value of the platform.openstack.apiVIP property to the IP address for the API VIP.

  3. Set the value of the platform.openstack.ingressVIP property to the IP address for the Ingress VIP.

  4. Set the value of the platform.openstack.machinesSubnet property to the UUID of the provider network subnet.

  5. Set the value of the networking.machineNetwork.cidr property to the CIDR block of the provider network subnet.

The platform.openstack.apiVIP and platform.openstack.ingressVIP properties must both be unassigned IP addresses from the networking.machineNetwork.cidr block.

Section of an installation configuration file for a cluster that relies on a RHOSP provider network

  1. ...
  2. platform:
  3. openstack:
  4. apiVIP: 192.0.2.13
  5. ingressVIP: 192.0.2.23
  6. machinesSubnet: fa806b2f-ac49-4bce-b9db-124bc64209bf
  7. # ...
  8. networking:
  9. machineNetwork:
  10. - cidr: 192.0.2.0/24

You cannot set the platform.openstack.externalNetwork or platform.openstack.externalDNS parameters while using a provider network for the primary network interface.

When you deploy the cluster, the installer uses the install-config.yaml file to deploy the cluster on the provider network.

You can add additional networks, including provider networks, to the platform.openstack.additionalNetworkIDs list.

After you deploy your cluster, you can attach pods to additional networks. For more information, see Understanding multiple networks.

Sample customized install-config.yaml file for RHOSP

This sample install-config.yaml demonstrates all of the possible Red Hat OpenStack Platform (RHOSP) customization options.

This sample file is provided for reference only. You must obtain your install-config.yaml file by using the installation program.
  1. apiVersion: v1
  2. baseDomain: example.com
  3. controlPlane:
  4. name: master
  5. platform: {}
  6. replicas: 3
  7. compute:
  8. - name: worker
  9. platform:
  10. openstack:
  11. type: ml.large
  12. replicas: 3
  13. metadata:
  14. name: example
  15. networking:
  16. clusterNetwork:
  17. - cidr: 10.128.0.0/14
  18. hostPrefix: 23
  19. machineNetwork:
  20. - cidr: 10.0.0.0/16
  21. serviceNetwork:
  22. - 172.30.0.0/16
  23. networkType: OVNKubernetes
  24. platform:
  25. openstack:
  26. cloud: mycloud
  27. externalNetwork: external
  28. computeFlavor: m1.xlarge
  29. apiFloatingIP: 128.0.0.1
  30. pullSecret: '{"auths": ...}'
  31. sshKey: ssh-ed25519 AAAA...

Generating a key pair for cluster node SSH access

During an OKD installation, you can provide an SSH public key to the installation program. The key is passed to the Fedora CoreOS (FCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication.

After the key is passed to the nodes, you can use the key pair to SSH in to the FCOS nodes as the user core. To access the nodes through SSH, the private key identity must be managed by SSH for your local user.

If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes.

Do not skip this procedure in production environments, where disaster recovery and debugging is required.

On clusters running Fedora CoreOS (FCOS), the SSH keys specified in the Ignition config files are written to the /home/core/.ssh/authorized_keys.d/core file. However, the Machine Config Operator manages SSH keys in the /home/core/.ssh/authorized_keys file and configures sshd to ignore the /home/core/.ssh/authorized_keys.d/core file. As a result, newly provisioned OKD nodes are not accessible using SSH until the Machine Config Operator reconciles the machine configs with the authorized_keys file. After you can access the nodes using SSH, you can delete the /home/core/.ssh/authorized_keys.d/core file.

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:

    1. $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> (1)
    1Specify 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.

    If you plan to install an OKD 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. View the public SSH key:

    1. $ cat <path>/<file_name>.pub

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

    1. $ cat ~/.ssh/id_rsa.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.

    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:

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

      Example output

      1. Agent pid 31874

      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:

    1. $ ssh-add <path>/<file_name> (1)
    1Specify the path and file name for your SSH private key, such as ~/.ssh/id_rsa

    Example output

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

Next steps

  • When you install OKD, provide the SSH public key to the installation program.

Enabling access to the environment

At deployment, all OKD machines are created in a Red Hat OpenStack Platform (RHOSP)-tenant network. Therefore, they are not accessible directly in most RHOSP deployments.

You can configure OKD API and application access by using floating IP addresses (FIPs) during installation. You can also complete an installation without configuring FIPs, but the installer will not configure a way to reach the API or applications externally.

Enabling access with floating IP addresses

Create floating IP (FIP) addresses for external access to the OKD API and cluster applications.

Procedure

  1. Using the Red Hat OpenStack Platform (RHOSP) CLI, create the API FIP:

    1. $ openstack floating ip create --description "API <cluster_name>.<base_domain>" <external_network>
  2. Using the Red Hat OpenStack Platform (RHOSP) CLI, create the apps, or Ingress, FIP:

    1. $ openstack floating ip create --description "Ingress <cluster_name>.<base_domain>" <external_network>
  3. Add records that follow these patterns to your DNS server for the API and Ingress FIPs:

    1. api.<cluster_name>.<base_domain>. IN A <API_FIP>
    2. *.apps.<cluster_name>.<base_domain>. IN A <apps_FIP>

    If you do not control the DNS server, you can add the record to your /etc/hosts file. This action makes the API accessible to only you, which is not suitable for production deployment but does allow installation for development and testing.

  4. Add the FIPs to the install-config.yaml file as the values of the following parameters:

    • platform.openstack.ingressFloatingIP

    • platform.openstack.apiFloatingIP

If you use these values, you must also enter an external network as the value of the platform.openstack.externalNetwork parameter in the install-config.yaml file.

You can make OKD resources available outside of the cluster by assigning a floating IP address and updating your firewall configuration.

Completing installation without floating IP addresses

You can install OKD on Red Hat OpenStack Platform (RHOSP) without providing floating IP addresses.

In the install-config.yaml file, do not define the following parameters:

  • platform.openstack.ingressFloatingIP

  • platform.openstack.apiFloatingIP

If you cannot provide an external network, you can also leave platform.openstack.externalNetwork blank. If you do not provide a value for platform.openstack.externalNetwork, a router is not created for you, and, without additional action, the installer will fail to retrieve an image from Glance. You must configure external connectivity on your own.

If you run the installer from a system that cannot reach the cluster API due to a lack of floating IP addresses or name resolution, installation fails. To prevent installation failure in these cases, you can use a proxy network or run the installer from a system that is on the same network as your machines.

You can enable name resolution by creating DNS records for the API and Ingress ports. For example:

  1. api.<cluster_name>.<base_domain>. IN A <api_port_IP>
  2. *.apps.<cluster_name>.<base_domain>. IN A <ingress_port_IP>

If you do not control the DNS server, you can add the record to your /etc/hosts file. This action makes the API accessible to only you, which is not suitable for production deployment but does allow installation for development and testing.

Deploying the cluster

You can install OKD on a compatible cloud platform.

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • Obtain the OKD installation program and the pull secret for your cluster.

Procedure

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

    1. $ ./openshift-install create cluster --dir <installation_directory> \ (1)
    2. --log-level=info (2)
    1For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2To view different installation details, specify warn, debug, or error instead of info.

    If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.

    When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the kubeadmin user, display in your terminal.

    Example output

    1. ...
    2. INFO Install complete!
    3. INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
    4. INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
    5. INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
    6. INFO Time elapsed: 36m22s

    The cluster access and credential information also outputs to <installation_directory>/.openshift_install.log when an installation succeeds.

    • 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.

    • It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation.

    You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

Verifying cluster status

You can verify your OKD cluster’s status during or after installation.

Procedure

  1. In the cluster environment, export the administrator’s kubeconfig file:

    1. $ export KUBECONFIG=<installation_directory>/auth/kubeconfig (1)
    1For <installation_directory>, specify the path to the directory that you stored the installation files in.

    The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server.

  2. View the control plane and compute machines created after a deployment:

    1. $ oc get nodes
  3. View your cluster’s version:

    1. $ oc get clusterversion
  4. View your Operators’ status:

    1. $ oc get clusteroperator
  5. View all running pods in the cluster:

    1. $ oc get pods -A

Logging in to the cluster by using the CLI

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OKD installation.

Prerequisites

  • You deployed an OKD cluster.

  • You installed the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    1. $ export KUBECONFIG=<installation_directory>/auth/kubeconfig (1)
    1For <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:

    1. $ oc whoami

    Example output

    1. system:admin

Additional resources

Additional resources

Next steps