Procedure

1. Set up static IP addresses.
2. Set up an FTP server.
3. Provision the required load balancers.
4. Configure the ports for your machines.
5. Configure DNS.
6. 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 rsa -b 4096 -N '' \
       -f <path>/<file_name> 1

   1

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

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

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

   $ eval "$(ssh-agent -s)"
   
   Agent pid 31874

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

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

   Important

   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.

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. From the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site, navigate to the page for your installation type and click Download Command-line Tools.

2. Click the folder for your operating system and architecture and click the compressed file.

   Note

   You can install oc on Linux, Windows, or macOS.

3. Save the file to your file system.
4. Extract the compressed file.
5. Place it in a directory that is on your PATH.

Procedure

1. Create an installation directory to store your required installation assets in:

   $ mkdir <installation_directory>

   Important

   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>.

   Note

   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.

   Important

   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
   
   WARNING There are no compute nodes specified. The cluster will not fully initialize without compute nodes.
   INFO Consuming "Install Config" from target directory

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

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

   Currently, due to a Kubernetes limitation, router Pods running on control plane machines will not be reachable by the ingress load balancer. This step might not be required in a future minor version of OpenShift Container Platform.

3. 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. Log in to Linux on your provisioning machine.

2. Download the Red Hat Enterprise Linux CoreOS installation files from the RHCOS image mirror.

   Important

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

   Download the following files:

   • The initramfs: rhcos-<version>-installer-initramfs.img
   • The kernel: rhcos-<version>-installer-kernel

   • The operating system image for the disk on which you want to install RHCOS. This type can differ by virtual machine:

     rhcos<version>-dasd.s390x.raw.gz for DASD

     rhcos<version>-metal.s390x.raw.gz for FCP

3. Create parameter files. The following parameters are specific for a particular virtual machine:

   • For coreos.inst.install_dev=, specify dasda for a DASD installation, or sda for FCP. Note that FCP requires zfcp.allow_lun_scan=0.
   • For rd.dasd=, specifys the DASD where RHCOS is to be installed.
   • rd.zfcp=<adapter>,<wwpn>,<lun> specifies the FCP disk to install RHCOS on.

   • For ip=, specify the following seven entries:

     1. The IP address for the machine.
     2. An empty string.
     3. The gateway.
     4. The netmask.
     5. The machine host and domain name in the form hostname.domainname. Omit this value to let RHCOS decide set it.
     6. The network interface name. Omit this value to let RHCOS decide set it.
     7. If you use static IP addresses, an empty string.
   • For coreos.inst.ignition_url=, specify the Ignition file for the machine role. Use bootstrap.ign, master.ign, or worker.ign.

   • All other parameters can stay as they are.

     Example parameter file, bootstrap-0.parm, for the bootstrap machine:

     rd.neednet=1 coreos.inst=yes coreos.inst.install_dev=dasda coreos.inst.image_url=ftp://
     cl1.provide.example.com:8080/assets/rhcos-42.80.20191105.0-metal-dasd.raw.gz
     coreos.inst.ignition_url=ftp://cl1.provide.example.com:8080/ignition-bootstrap-0
     ip=172.18.78.2::172.18.78.1:255.255.255.0:::none nameserver=172.18.78.1
     rd.znet=qeth,0.0.bdf0,0.0.bdf1,0.0.bdf2,layer2=1,portno=0 zfcp.allow_lun_scan=0 cio_ignore=all,
     !condev rd.dasd=0.0.3490

4. Transfer the initramfs, kernel, parameter files, and RHCOS images to z/VM, for example with FTP. For details about how to transfer the files with FTP and boot from the virtual reader, see Installing under Z/VM.

5. Punch the files to the virtual reader of the z/VM guest virtual machine that is to become your bootstrap node.

   See PUNCH in the IBM Knowledge Center.

   Tip

   You can use the CP PUNCH command or, if you use Linux, the vmur command to transfer files between two z/VM guest virtual machines.

6. Log in to CMS on the bootstrap machine.

7. IPL the bootstrap machine from the reader:

   $ ipl c

   See IPL in the IBM Knowledge Center.

8. Repeat this procedure for the other machines in the cluster.

Procedure

1. Monitor the bootstrap process:

   $ ./openshift-install --dir=<installation_directory> wait-for bootstrap-complete \ 1
       --log-level=info 2
   INFO Waiting up to 30m0s for the Kubernetes API at https://api.test.example.com:6443...
   INFO API v1.14.6+c4799753c up
   INFO Waiting up to 30m0s for the bootstrap-complete event...

   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.

   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.

   Important

   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
   system:admin

Procedure

1. Confirm that the cluster recognizes the machines:

   $ oc get nodes
   
   NAME 			        STATUS  ROLES    AGE   VERSION
   master-0.cl1mstr0.example.com   Ready   master   20h   v1.14.6+888f9c630
   master-1.cl1mstr1.example.com   Ready   master   20h   v1.14.6+888f9c630
   master-2.cl1mstr2.example.com   Ready   master   20h   v1.14.6+888f9c630
   worker-0.cl1wrk00.example.com   Ready   worker   20h   v1.14.6+888f9c630
   worker-1.cl1wrk01.example.com   Ready   worker   20h   v1.14.6+888f9c630

   The output lists all of the machines that you created.

2. Review the pending certificate signing requests (CSRs) and ensure that the you see a client and server request with Pending or Approved status for each machine that you added to the cluster:

   $ oc get csr
   
   NAME        AGE     REQUESTOR                                                                   CONDITION
   csr-8b2br   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending 1
   csr-8vnps   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
   csr-bfd72   5m26s   system:node:ip-10-0-50-126.us-east-2.compute.internal                       Pending 2
   csr-c57lv   5m26s   system:node:ip-10-0-95-157.us-east-2.compute.internal                       Pending
   ...

   1

   A client request CSR.

   2

   A server request CSR.

   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:

   Note

   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. After you approve the initial CSRs, the subsequent node client CSRs are automatically approved by the cluster kube-controller-manager. You must implement a method of automatically approving the kubelet serving certificate requests.

   • 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

Procedure

1. Watch the cluster components come online:

   $ watch -n5 oc get clusteroperators
   
   NAME                                 VERSION   AVAILABLE   PROGRESSING   DEGRADED   SINCE
   authentication                       4.2.0     True        False         False      69s
   cloud-credential                     4.2.0     True        False         False      12m
   cluster-autoscaler                   4.2.0     True        False         False      11m
   console                              4.2.0     True        False         False      46s
   dns                                  4.2.0     True        False         False      11m
   image-registry                       4.2.0     False       True          False      5m26s
   ingress                              4.2.0     True        False         False      5m36s
   kube-apiserver                       4.2.0     True        False         False      8m53s
   kube-controller-manager              4.2.0     True        False         False      7m24s
   kube-scheduler                       4.2.0     True        False         False      12m
   machine-api                          4.2.0     True        False         False      12m
   machine-config                       4.2.0     True        False         False      7m36s
   marketplace                          4.2.0     True        False         False      7m54m
   monitoring                           4.2.0     True        False         False      7h54s
   network                              4.2.0     True        False         False      5m9s
   node-tuning                          4.2.0     True        False         False      11m
   openshift-apiserver                  4.2.0     True        False         False      11m
   openshift-controller-manager         4.2.0     True        False         False      5m943s
   openshift-samples                    4.2.0     True        False         False      3m55s
   operator-lifecycle-manager           4.2.0     True        False         False      11m
   operator-lifecycle-manager-catalog   4.2.0     True        False         False      11m
   service-ca                           4.2.0     True        False         False      11m
   service-catalog-apiserver            4.2.0     True        False         False      5m26s
   service-catalog-controller-manager   4.2.0     True        False         False      5m25s
   storage                              4.2.0     True        False         False      5m30s

2. Configure the Operators that are not available.

Procedure

1. Confirm that all the cluster components are online:

   $ watch -n5 oc get clusteroperators
   
   NAME                                 VERSION   AVAILABLE   PROGRESSING   DEGRADED   SINCE
   authentication                       4.2.0     True        False         False      10m
   cloud-credential                     4.2.0     True        False         False      22m
   cluster-autoscaler                   4.2.0     True        False         False      21m
   console                              4.2.0     True        False         False      10m
   dns                                  4.2.0     True        False         False      21m
   image-registry                       4.2.0     True        False         False      16m
   ingress                              4.2.0     True        False         False      16m
   kube-apiserver                       4.2.0     True        False         False      19m
   kube-controller-manager              4.2.0     True        False         False      18m
   kube-scheduler                       4.2.0     True        False         False      22m
   machine-api                          4.2.0     True        False         False      22m
   machine-config                       4.2.0     True        False         False      18m
   marketplace                          4.2.0     True        False         False      18m
   monitoring                           4.2.0     True        False         False      18m
   network                              4.2.0     True        False         False      16m
   node-tuning                          4.2.0     True        False         False      21m
   openshift-apiserver                  4.2.0     True        False         False      21m
   openshift-controller-manager         4.2.0     True        False         False      17m
   openshift-samples                    4.2.0     True        False         False      14m
   operator-lifecycle-manager           4.2.0     True        False         False      21m
   operator-lifecycle-manager-catalog   4.2.0     True        False         False      21m
   service-ca                           4.2.0     True        False         False      21m
   service-catalog-apiserver            4.2.0     True        False         False      16m
   service-catalog-controller-manager   4.2.0     True        False         False      16m
   storage                              4.2.0     True        False         False      16m

   When all of the cluster Operators are AVAILABLE, you can complete the installation.

2. Monitor for cluster completion:

   $ ./openshift-install --dir=<installation_directory> wait-for install-complete 1
   INFO Waiting up to 30m0s for the cluster to initialize...

   1

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

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

   Important

   The Ignition config files that the installation program generates contain certificates that expire after 24 hours. You must keep the cluster running for 24 hours in a non-degraded state to ensure that the first certificate rotation has finished.

3. 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
      
      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.

Procedure

1. Log in to the cluster:

   $ oc login

2. On the node you want to gather hardware information about, start a debugging container:

   $ oc debug node/<nodename>

3. Change to the /host file system and start toolbox:

   $ chroot /host
   $ toolbox

4. Collect the dbginfo data:

   $ dbginfo.sh

5. You can then retrieve the data, for example, using scp.