Deploying OpenShift Data Foundation using Amazon Web Services

Red Hat OpenShift Data Foundation 4.9

Instructions for deploying OpenShift Data Foundation using Amazon Web Services for cloud storage

Red Hat Storage Documentation Team

Abstract

Read this document for instructions about how to install Red Hat OpenShift Data Foundation using Red Hat OpenShift Container Platform on Amazon Web Services.

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Preface

Red Hat OpenShift Data Foundation 4.9 supports deployment on existing Red Hat OpenShift Container Platform (RHOCP) AWS clusters in connected or disconnected environments along with out-of-the-box support for proxy environments.

Note

Only internal OpenShift Data Foundation clusters are supported on AWS. See Planning your deployment and Preparing to deploy OpenShift Data Foundation for more information about deployment requirements.

To deploy OpenShift Data Foundation, start with the requirements in Preparing to deploy OpenShift Data Foundation chapter and then follow the deployment process for your environment based on your requirement:

Chapter 1. Preparing to deploy OpenShift Data Foundation

Deploying OpenShift Data Foundation on OpenShift Container Platform using dynamic storage devices provides you with the option to create internal cluster resources.

Before you begin the deployment of Red Hat OpenShift Data Foundation, follow these steps:

  1. For Red Hat Enterprise Linux based hosts for worker nodes, enable file system access for containers on Red Hat Enterprise Linux based nodes.

    Note

    Skip this step for Red Hat Enterprise Linux CoreOS (RHCOS).

  2. Optional: If you want to enable cluster-wide encryption using an external Key Management System (KMS):

  3. Minimum starting node requirements [Technology Preview]

    An OpenShift Data Foundation cluster is deployed with minimum configuration when the standard deployment resource requirement is not met. See Resource requirements section in the Planning guide.

  4. Regional-DR requirements [Developer Preview]

    Disaster Recovery features supported by Red Hat OpenShift Data Foundation require all of the following prerequisites in order to successfully implement a Disaster Recovery solution:

    For detailed requirements, see Regional-DR requirements and RHACM requirements.

1.1. Enabling file system access for containers on Red Hat Enterprise Linux based nodes

Deploying OpenShift Data Foundation on an OpenShift Container Platform with worker nodes on a Red Hat Enterprise Linux base in a user provisioned infrastructure (UPI) does not automatically provide container access to the underlying Ceph file system.

Note

Skip this step for hosts based on Red Hat Enterprise Linux CoreOS (RHCOS).

Procedure

  1. Log in to the Red Hat Enterprise Linux based node and open a terminal.
  2. For each node in your cluster:

    1. Verify that the node has access to the rhel-7-server-extras-rpms repository.

      # subscription-manager repos --list-enabled | grep rhel-7-server

      If you do not see both rhel-7-server-rpms and rhel-7-server-extras-rpms in the output, or if there is no output, run the following commands to enable each repository:

      # subscription-manager repos --enable=rhel-7-server-rpms
      # subscription-manager repos --enable=rhel-7-server-extras-rpms
    2. Install the required packages.

      # yum install -y policycoreutils container-selinux
    3. Persistently enable container use of the Ceph file system in SELinux.

      # setsebool -P container_use_cephfs on

1.2. Enabling key value backend path and policy in Vault

Prerequisites

  • Administrator access to Vault.
  • Carefully, choose a unique path name as the backend path that follows the naming convention since it cannot be changed later.

Procedure

  1. Enable the Key/Value (KV) backend path in Vault.

    For Vault KV secret engine API, version 1:

    $ vault secrets enable -path=odf kv

    For Vault KV secret engine API, version 2:

    $ vault secrets enable -path=odf kv-v2
  2. Create a policy to restrict users to perform a write or delete operation on the secret using the following commands.

    echo '
    path "odf/*" {
      capabilities = ["create", "read", "update", "delete", "list"]
    }
    path "sys/mounts" {
    capabilities = ["read"]
    }'| vault policy write odf -
  3. Create a token matching the above policy.

    $ vault token create -policy=odf -format json

Chapter 2. Deploy OpenShift Data Foundation using dynamic storage devices

You can deploy OpenShift Data Foundation on OpenShift Container Platform using dynamic storage devices provided by Amazon Web Services (AWS) EBS (type, gp2) that provides you with the option to create internal cluster resources. This results in the internal provisioning of the base services, which helps to make additional storage classes available to applications.

Also, it is possible to deploy only the Multicloud Object Gateway (MCG) component with OpenShift Data Foundation. For more information, see Deploy standalone Multicloud Object Gateway.

Note

Only internal OpenShift Data Foundation clusters are supported on AWS. See Planning your deployment for more information about deployment requirements.

Also, ensure that you have addressed the requirements in Preparing to deploy OpenShift Data Foundation chapter before proceeding with the below steps for deploying using dynamic storage devices:

2.1. Installing Red Hat OpenShift Data Foundation Operator

You can install Red Hat OpenShift Data Foundation Operator using the Red Hat OpenShift Container Platform Operator Hub.

Prerequisites

  • Access to an OpenShift Container Platform cluster using an account with cluster-admin and Operator installation permissions.
  • You must have at least three worker nodes in the Red Hat OpenShift Container Platform cluster.
  • For additional resource requirements, see the Planning your deployment guide.
Important
  • When you need to override the cluster-wide default node selector for OpenShift Data Foundation, you can use the following command in the command line interface to specify a blank node selector for the openshift-storage namespace (create openshift-storage namespace in this case):

    $ oc annotate namespace openshift-storage openshift.io/node-selector=
  • Taint a node as infra to ensure only Red Hat OpenShift Data Foundation resources are scheduled on that node. This helps you save on subscription costs. For more information, see How to use dedicated worker nodes for Red Hat OpenShift Data Foundation chapter in the Managing and Allocating Storage Resources guide.

Procedure

  1. Log in to the OpenShift Web Console.
  2. Click Operators → OperatorHub.
  3. Scroll or type OpenShift Data Foundation into the Filter by keyword box to find the OpenShift Data Foundation Operator.
  4. Click Install.
  5. Set the following options on the Install Operator page:

    1. Update Channel as stable-4.9.
    2. Installation Mode as A specific namespace on the cluster.
    3. Installed Namespace as Operator recommended namespace openshift-storage. If Namespace openshift-storage does not exist, it is created during the operator installation.
    4. Select Approval Strategy as Automatic or Manual.

      If you select Automatic updates, then the Operator Lifecycle Manager (OLM) automatically upgrades the running instance of your Operator without any intervention.

      If you select Manual updates, then the OLM creates an update request. As a cluster administrator, you must then manually approve that update request to update the Operator to a newer version.

    5. Ensure that the Enable option is selected for the Console plugin.
    6. Click Install.
Note

We recommend using all default settings. Changing it may result in unexpected behavior. Alter only if you are aware of its result.

Verification steps

  • Verify that the OpenShift Data Foundation Operator shows a green tick indicating successful installation.
  • After the operator is successfully installed, a pop-up with a message, Web console update is available appears on the user interface. Click Refresh web console from this pop-up for the console changes to reflect.

    • In the Web Console, navigate to Operators and verify if OpenShift Data Foundation is available.
Important

In case the console plugin option was not automatically enabled after you installed the OpenShift Data Foundation Operator, you need to enable it.

For more information on how to enable the console plugin, see Enabling the Red Hat OpenShift Data Foundation console plugin.

2.2. Creating an OpenShift Data Foundation cluster

Create an OpenShift Data Foundation cluster after you install the OpenShift Data Foundation operator.

Prerequisites

Procedure

  1. In the OpenShift Web Console, click Operators → Installed Operators to view all the installed operators.

    Ensure that the Project selected is openshift-storage.

  2. Click on the OpenShift Data Foundation operator, and then click Create StorageSystem.
  3. In the Backing storage page, select the following:

    1. Select the Use an existing StorageClass option.
    2. Select the Storage Class.

      By default, it is set to gp2.

    3. Expand Advanced and select Full Deployment for the Deployment type option.
    4. Click Next.
  4. In the Capacity and nodes page, provide the necessary information:

    1. Select a value for Requested Capacity from the dropdown list. It is set to 2 TiB by default.

      Note

      Once you select the initial storage capacity, cluster expansion is performed only using the selected usable capacity (three times of raw storage).

    2. In the Select Nodes section, select at least three available nodes.

      For cloud platforms with multiple availability zones, ensure that the Nodes are spread across different Locations/availability zones.

      If the nodes selected do not match the OpenShift Data Foundation cluster requirement of an aggregated 30 CPUs and 72 GiB of RAM, a minimal cluster is deployed. For minimum starting node requirements, see the Resource requirements section in the Planning guide.

    3. Click Next.
  5. Optional: In the Security and network page, configure the following based on your requirements:

    1. To enable encryption, select Enable data encryption for block and file storage.
    2. Choose either one or both the encryption levels:

      • Cluster-wide encryption

        Encrypts the entire cluster (block and file).

      • StorageClass encryption

        Creates encrypted persistent volume (block only) using encryption enabled storage class.

    3. Select the Connect to an external key management service checkbox. This is optional for cluster-wide encryption.

      1. Key Management Service Provider is set to Vault by default.
      2. Enter Vault Service Name, host Address of Vault server ('https://<hostname or ip>'), Port number and Token.
      3. Expand Advanced Settings to enter additional settings and certificate details based on your Vault configuration:

        1. Enter the Key Value secret path in Backend Path that is dedicated and unique to OpenShift Data Foundation.
        2. Optional: Enter TLS Server Name and Vault Enterprise Namespace.
        3. Upload the respective PEM encoded certificate file to provide the CA Certificate, Client Certificate and Client Private Key .
        4. Click Save.
    4. Click Next.
  6. In the Review and create page, review the configuration details.

    To modify any configuration settings, click Back.

  7. Click Create StorageSystem.

Verification steps

  • To verify the final Status of the installed storage cluster:

    1. In the OpenShift Web Console, navigate to Installed OperatorsOpenShift Data FoundationStorage Systemocs-storagecluster-storagesystemResources.
    2. Verify that Status of StorageCluster is Ready and has a green tick mark next to it.

      1. To verify that all the components for OpenShift Data Foundation are successfully installed, see Verifying OpenShift Data Foundation deployment.

Additional resources

To enable Overprovision Control alerts, refer to Alerts in Monitoring guide.

2.3. Verifying OpenShift Data Foundation deployment

To verify that OpenShift Data Foundation is deployed correctly:

2.3.1. Verifying the state of the pods

Procedure

  1. Click Workloads → Pods from the OpenShift Web Console.
  2. Select openshift-storage from the Project drop-down list.

    Note

    If the Show default projects option is disabled, use the toggle button to list all the default projects.

    For more information about the expected number of pods for each component and how it varies depending on the number of nodes, see Table 2.1, “Pods corresponding to OpenShift Data Foundation cluster”.

  3. Click the Running and Completed tabs to verify that the following pods are in Running and Completed state:

    Table 2.1. Pods corresponding to OpenShift Data Foundation cluster

    ComponentCorresponding pods

    OpenShift Data Foundation Operator

    • ocs-operator-* (1 pod on any worker node)
    • ocs-metrics-exporter-* (1 pod on any worker node)
    • odf-operator-controller-manager-* (1 pod on any worker node)
    • odf-console-* (1 pod on any worker node)

    Rook-ceph Operator

    rook-ceph-operator-*

    (1 pod on any worker node)

    Multicloud Object Gateway

    • noobaa-operator-* (1 pod on any worker node)
    • noobaa-core-* (1 pod on any storage node)
    • noobaa-db-pg-* (1 pod on any storage node)
    • noobaa-endpoint-* (1 pod on any storage node)

    MON

    rook-ceph-mon-*

    (3 pods distributed across storage nodes)

    MGR

    rook-ceph-mgr-*

    (1 pod on any storage node)

    MDS

    rook-ceph-mds-ocs-storagecluster-cephfilesystem-*

    (2 pods distributed across storage nodes)

    CSI

    • cephfs

      • csi-cephfsplugin-* (1 pod on each worker node)
      • csi-cephfsplugin-provisioner-* (2 pods distributed across worker nodes)
    • rbd

      • csi-rbdplugin-* (1 pod on each worker node)
      • csi-rbdplugin-provisioner-* (2 pods distributed across worker nodes)

    rook-ceph-crashcollector

    rook-ceph-crashcollector-*

    (1 pod on each storage node)

    OSD

    • rook-ceph-osd-* (1 pod for each device)
    • rook-ceph-osd-prepare-ocs-deviceset-* (1 pod for each device)

2.3.2. Verifying the OpenShift Data Foundation cluster is healthy

Procedure

  1. In the OpenShift Web Console, click StorageOpenShift Data Foundation.
  2. In the Status card of the Overview tab, click Storage System and then click the storage system link from the pop up that appears.
  3. In the Status card of the Block and File tab, verify that Storage Cluster has a green tick.
  4. In the Details card, verify that the cluster information is displayed.

For more information on the health of the OpenShift Data Foundation cluster using the Block and File dashboard, see Monitoring OpenShift Data Foundation.

2.3.3. Verifying the Multicloud Object Gateway is healthy

Procedure

  1. In the OpenShift Web Console, click StorageOpenShift Data Foundation.
  2. In the Status card of the Overview tab, click Storage System and then click the storage system link from the pop up that appears.

    1. In the Status card of the Object tab, verify that both Object Service and Data Resiliency have a green tick.
    2. In the Details card, verify that the MCG information is displayed.

For more information on the health of the OpenShift Data Foundation cluster using the object service dashboard, see Monitoring OpenShift Data Foundation.

2.3.4. Verifying that the OpenShift Data Foundation specific storage classes exist

Procedure

  1. Click Storage → Storage Classes from the left pane of the OpenShift Web Console.
  2. Verify that the following storage classes are created with the OpenShift Data Foundation cluster creation:

    • ocs-storagecluster-ceph-rbd
    • ocs-storagecluster-cephfs
    • openshift-storage.noobaa.io

Chapter 3. Deploy standalone Multicloud Object Gateway

Deploying only the Multicloud Object Gateway component with OpenShift Data Foundation provides the flexibility in deployment and helps to reduce the resource consumption. Use this section to deploy only the standalone Multicloud Object Gateway component, which involves the following steps:

  • Installing Red Hat OpenShift Data Foundation Operator
  • Creating standalone Multicloud Object Gateway

3.1. Installing Red Hat OpenShift Data Foundation Operator

You can install Red Hat OpenShift Data Foundation Operator using the Red Hat OpenShift Container Platform Operator Hub.

Prerequisites

  • Access to an OpenShift Container Platform cluster using an account with cluster-admin and Operator installation permissions.
  • You must have at least three worker nodes in the Red Hat OpenShift Container Platform cluster.
  • For additional resource requirements, see the Planning your deployment guide.
Important
  • When you need to override the cluster-wide default node selector for OpenShift Data Foundation, you can use the following command in the command line interface to specify a blank node selector for the openshift-storage namespace (create openshift-storage namespace in this case):

    $ oc annotate namespace openshift-storage openshift.io/node-selector=
  • Taint a node as infra to ensure only Red Hat OpenShift Data Foundation resources are scheduled on that node. This helps you save on subscription costs. For more information, see How to use dedicated worker nodes for Red Hat OpenShift Data Foundation chapter in the Managing and Allocating Storage Resources guide.

Procedure

  1. Log in to the OpenShift Web Console.
  2. Click Operators → OperatorHub.
  3. Scroll or type OpenShift Data Foundation into the Filter by keyword box to find the OpenShift Data Foundation Operator.
  4. Click Install.
  5. Set the following options on the Install Operator page:

    1. Update Channel as stable-4.9.
    2. Installation Mode as A specific namespace on the cluster.
    3. Installed Namespace as Operator recommended namespace openshift-storage. If Namespace openshift-storage does not exist, it is created during the operator installation.
    4. Select Approval Strategy as Automatic or Manual.

      If you select Automatic updates, then the Operator Lifecycle Manager (OLM) automatically upgrades the running instance of your Operator without any intervention.

      If you select Manual updates, then the OLM creates an update request. As a cluster administrator, you must then manually approve that update request to update the Operator to a newer version.

    5. Ensure that the Enable option is selected for the Console plugin.
    6. Click Install.
Note

We recommend using all default settings. Changing it may result in unexpected behavior. Alter only if you are aware of its result.

Verification steps

  • Verify that the OpenShift Data Foundation Operator shows a green tick indicating successful installation.
  • After the operator is successfully installed, a pop-up with a message, Web console update is available appears on the user interface. Click Refresh web console from this pop-up for the console changes to reflect.

    • In the Web Console, navigate to Operators and verify if OpenShift Data Foundation is available.
Important

In case the console plugin option was not automatically enabled after you installed the OpenShift Data Foundation Operator, you need to enable it.

For more information on how to enable the console plugin, see Enabling the Red Hat OpenShift Data Foundation console plugin.

3.2. Creating standalone Multicloud Object Gateway

Use this section to create only the Multicloud Object Gateway component with OpenShift Data Foundation.

Prerequisites

  • Ensure that OpenShift Data Foundation Operator is installed.
  • (For deploying using local storage devices only) Ensure that Local Storage Operator is installed.
  • Ensure that you have a storage class and is set as the default.

Procedure

  1. In the OpenShift Web Console, click OperatorsInstalled Operators to view all the installed operators.

    Ensure that the Project selected is openshift-storage.

  2. Click OpenShift Data Foundation operator and then click Create StorageSystem.
  3. In the Backing storage page, expand Advanced.
  4. Select Multicloud Object Gateway for Deployment type.
  5. Click Next.
  6. Optional: In the Security page, select Connect to an external key management service.

    1. Key Management Service Provider is set to Vault by default.
    2. Enter Vault Service Name, host Address of Vault server ('https://<hostname or ip>'), Port number, and Token.
    3. Expand Advanced Settings to enter additional settings and certificate details based on your Vault configuration:

      1. Enter the Key Value secret path in the Backend Path that is dedicated and unique to OpenShift Data Foundation.
      2. Optional: Enter TLS Server Name and Vault Enterprise Namespace.
      3. Upload the respective PEM encoded certificate file to provide the CA Certificate, Client Certificate, and Client Private Key.
      4. Click Save.
    4. Click Next.
  7. In the Review and create page, review the configuration details:

    To modify any configuration settings, click Back.

  8. Click Create StorageSystem.

Verification steps

Verifying that the OpenShift Data Foundation cluster is healthy
  1. In the OpenShift Web Console, click StorageOpenShift Data Foundation.
  2. In the Status card of the Overview tab, click Storage System and then click the storage system link from the pop up that appears.

    1. In the Status card of the Object tab, verify that both Object Service and Data Resiliency have a green tick.
    2. In the Details card, verify that the MCG information is displayed.
Verify the state of the pods
  1. Click WorkloadsPods from the OpenShift Web Console.
  2. Select openshift-storage from the Project drop-down list and verify that the following pods are in Running state.

    Note

    If the Show default projects option is disabled, use the toggle button to list all the default projects.

    ComponentCorresponding pods

    OpenShift Data Foundation Operator

    • ocs-operator-* (1 pod on any worker node)
    • ocs-metrics-exporter-* (1 pod on any worker node)
    • odf-operator-controller-manager-* (1 pod on any worker node)
    • odf-console-* (1 pod on any worker node)

    Rook-ceph Operator

    rook-ceph-operator-*

    (1 pod on any worker node)

    Multicloud Object Gateway

    • noobaa-operator-* (1 pod on any worker node)
    • noobaa-core-* (1 pod on any worker node)
    • noobaa-db-pg-* (1 pod on any worker node)
    • noobaa-endpoint-* (1 pod on any worker node)

Chapter 4. Uninstalling OpenShift Data Foundation

4.1. Uninstalling OpenShift Data Foundation in Internal mode

To uninstall OpenShift Data Foundation in Internal mode, refer to the knowledge base article on Uninstalling OpenShift Data Foundation.