Deploying installer-provisioned clusters on bare metal

OpenShift Container Platform 4.6

Installing IPI OpenShift Container Platform bare metal clusters

Red Hat OpenShift Documentation Team

Abstract

This document provides instructions for installing OpenShift Container Platform clusters on bare metal infrastructure with installer-provisioned clusters.

Chapter 1. Deploying installer-provisioned clusters on bare metal

1.1. Overview

Installer-provisioned installation provides support for installing OpenShift Container Platform on bare metal nodes. This guide provides a methodology to achieving a successful installation.

During installer-provisioned installation on bare metal, the installer on the bare metal node labeled as provisioner creates a bootstrap VM. The role of the bootstrap VM is to assist in the process of deploying an OpenShift Container Platform cluster. The bootstrap VM connects to the baremetal network and to the provisioning network, if present, via the network bridges.

When the installation of OpenShift Container Platform control plane nodes is complete and fully operational, the installer destroys the bootstrap VM automatically and moves the virtual IP addresses (VIPs) to the appropriate nodes accordingly. The API VIP moves to the control plane nodes and the Ingress VIP moves to the worker nodes.

1.2. Prerequisites

Installer-provisioned installation of OpenShift Container Platform requires:

  1. One provisioner node with Red Hat Enterprise Linux (RHEL) 8.x installed.
  2. Three control plane nodes.
  3. Baseboard Management Controller (BMC) access to each node.
  4. At least one network:

    1. One required routable network
    2. One optional network for provisioning nodes; and,
    3. One optional management network.

Before starting an installer-provisioned installation of OpenShift Container Platform, ensure the hardware environment meets the following requirements.

1.2.1. Node requirements

Installer-provisioned installation involves a number of hardware node requirements:

  • CPU architecture: All nodes must use x86_64 CPU architecture.
  • Similar nodes: Red Hat recommends nodes have an identical configuration per role. That is, Red Hat recommends nodes be the same brand and model with the same CPU, memory, and storage configuration.
  • Baseboard Management Controller: The provisioner node must be able to access the baseboard management controller (BMC) of each OpenShift Container Platform cluster node. You may use IPMI, RedFish, or a proprietary protocol.
  • Latest generation: Nodes must be of the most recent generation. Because the installer-provisioned installation relies on BMC protocols, the hardware must support IPMI cipher suite 17. Additionally, RHEL 8 ships with the most recent drivers for RAID controllers. Ensure that the nodes are recent enough to support RHEL 8 for the provisioner node and RHCOS 8 for the control plane and worker nodes.
  • Registry node: Optional: If setting up a disconnected mirrored registry, it is recommended the registry reside in its own node.
  • Provisioner node: Installer-provisioned installation requires one provisioner node.
  • Control plane: Installer-provisioned installation requires three control plane nodes for high availability.
  • Worker nodes: While not required, a typical production cluster has one or more worker nodes. Smaller clusters are more resource efficient for administrators and developers during development and testing.
  • Network interfaces: Each node must have at least one network interface for the routable baremetal network. Each node must have one network interface for a provisioning network when using the provisioning network for deployment. Using the provisioning network is the default configuration. Network interface naming must be consistent across control plane nodes for the provisioning network. For example, if a control plane node uses the eth0 NIC for the provisioning network, the other control plane nodes must use it as well.
  • Unified Extensible Firmware Interface (UEFI): Installer-provisioned installation requires UEFI boot on all OpenShift Container Platform nodes when using IPv6 addressing on the provisioning network. In addition, UEFI Device PXE Settings must be set to use the IPv6 protocol on the provisioning network NIC, but omitting the provisioning network removes this requirement.

1.2.2. Network requirements

Installer-provisioned installation of OpenShift Container Platform involves several network requirements by default. First, installer-provisioned installation involves a non-routable provisioning network for provisioning the operating system on each bare metal node and a routable baremetal network. Since installer-provisioned installation deploys ironic-dnsmasq, the networks should have no other DHCP servers running on the same broadcast domain. Network administrators must reserve IP addresses for each node in the OpenShift Container Platform cluster.

Network Time Protocol (NTP)

It is recommended that each OpenShift Container Platform node in the cluster have access to a Network Time Protocol (NTP) server that is discoverable using DHCP. While installation without an NTP server is possible, asynchronous server clocks can cause errors. Using an NTP server can prevent this issue.

Configuring NICs

OpenShift Container Platform deploys with two networks:

  • provisioning: The provisioning network is an optional non-routable network used for provisioning the underlying operating system on each node that is a part of the OpenShift Container Platform cluster. When deploying using the provisioning network, the first NIC on each node, such as eth0 or eno1, must interface with the provisioning network.
  • baremetal: The baremetal network is a routable network. When deploying using the provisioning network, the second NIC on each node, such as eth1 or eno2, must interface with the baremetal network. When deploying without a provisioning network, you can use any NIC on each node to interface with the baremetal network.
Important

Each NIC should be on a separate VLAN corresponding to the appropriate network.

Configuring the DNS server

Clients access the OpenShift Container Platform cluster nodes over the baremetal network. A network administrator must configure a subdomain or subzone where the canonical name extension is the cluster name.

<cluster-name>.<domain-name>

For example:

test-cluster.example.com

Reserving IP addresses for nodes with the DHCP server

For the baremetal network, a network administrator must reserve a number of IP addresses, including:

  1. Two virtual IP addresses.

    • One IP address for the API endpoint
    • One IP address for the wildcard Ingress endpoint
  2. One IP address for the provisioner node.
  3. One IP address for each control plane (master) node.
  4. One IP address for each worker node, if applicable.

The following table provides an exemplary embodiment of fully-qualified domain names. The API and Nameserver addresses begin with canonical name extensions. The hostnames of the control plane and worker nodes are exemplary, so you can use any host naming convention you prefer.

UsageHostnameIP

API

api.<cluster-name>.<domain>

<ip>

Ingress LB (apps)

*.apps.<cluster-name>.<domain>

<ip>

Provisioner node

provisioner.<cluster-name>.<domain>

<ip>

Master-0

openshift-master-0.<cluster-name>.<domain>

<ip>

Master-1

openshift-master-1.<cluster-name>-.<domain>

<ip>

Master-2

openshift-master-2.<cluster-name>.<domain>

<ip>

Worker-0

openshift-worker-0.<cluster-name>.<domain>

<ip>

Worker-1

openshift-worker-1.<cluster-name>.<domain>

<ip>

Worker-n

openshift-worker-n.<cluster-name>.<domain>

<ip>

Additional requirements with no provisioning network

All installer-provisioned installations require a baremetal network. The baremetal network is a routable network used for external network access to the outside world. In addition to the IP address supplied to the OpenShift Container Platform cluster node, installations without a provisioning network require the following:

  • Setting an available IP address from the baremetal network to the bootstrapProvisioningIP configuration setting within the install-config.yaml configuration file.
  • Setting an available IP address from the baremetal network to the provisioningHostIP configuration setting within the install-config.yaml configuration file.
  • Deploying the OpenShift Container Platform cluster using RedFish Virtual Media/iDRAC Virtual Media.
Note

Configuring additional IP addresses for bootstrapProvisioningIP and provisioningHostIP is not required when using a provisioning network.

Port access for the out-of-band management IP address

The out-of-band management IP address is on a separate network from the node. To ensure that the out-of-band management can communicate with the baremetal node during installation, the out-of-band management IP address address must be granted access to the TCP 6180 port.

1.2.3. Configuring nodes

Configuring nodes when using the provisioning network

Each node in the cluster requires the following configuration for proper installation.

Warning

A mismatch between nodes will cause an installation failure.

While the cluster nodes can contain more than two NICs, the installation process only focuses on the first two NICs:

NIC

Network

VLAN

NIC1

provisioning

<provisioning-vlan>

NIC2

baremetal

<baremetal-vlan>

NIC1 is a non-routable network (provisioning) that is only used for the installation of the OpenShift Container Platform cluster.

The Red Hat Enterprise Linux (RHEL) 8.x installation process on the provisioner node might vary. To install Red Hat Enterprise Linux (RHEL) 8.x using a local Satellite server or a PXE server, PXE-enable NIC2.

PXE

Boot order

NIC1 PXE-enabled provisioning network

1

NIC2 baremetal network. PXE-enabled is optional.

2

Note

Ensure PXE is disabled on all other NICs.

Configure the control plane and worker nodes as follows:

PXE

Boot order

NIC1 PXE-enabled (provisioning network)

1

Configuring nodes without the provisioning network

The installation process requires one NIC:

NIC

Network

VLAN

NICx

baremetal

<baremetal-vlan>

NICx is a routable network (baremetal) that is used for the installation of the OpenShift Container Platform cluster, and routable to the Internet.

1.2.4. Out-of-band management

Nodes will typically have an additional NIC used by the Baseboard Management Controllers (BMCs). These BMCs must be accessible from the provisioner node.

Each node must be accessible via out-of-band management. When using an out-of-band management network, the provisioner node requires access to the out-of-band management network for a successful OpenShift Container Platform 4 installation.

The out-of-band management setup is out of scope for this document. We recommend setting up a separate management network for out-of-band management. However, using the provisioning network or the baremetal network are valid options.

1.2.5. Required data for installation

Prior to the installation of the OpenShift Container Platform cluster, gather the following information from all cluster nodes:

  • Out-of-band management IP

    • Examples

      • Dell (iDRAC) IP
      • HP (iLO) IP

When using the provisioning network

  • NIC1 (provisioning) MAC address
  • NIC2 (baremetal) MAC address

When omitting the provisioning network

  • NICx (baremetal) MAC address

1.2.6. Validation checklist for nodes

When using the provisioning network

  • ❏ NIC1 VLAN is configured for the provisioning network.
  • ❏ NIC2 VLAN is configured for the baremetal network.
  • ❏ NIC1 is PXE-enabled on the provisioner, control plane (master), and worker nodes.
  • ❏ PXE has been disabled on all other NICs.
  • ❏ Control plane and worker nodes are configured.
  • ❏ All nodes accessible via out-of-band management.
  • ❏ A separate management network has been created. (optional)
  • ❏ Required data for installation.

When omitting the provisioning network

  • ❏ NICx VLAN is configured for the baremetal network.
  • ❏ Control plane and worker nodes are configured.
  • ❏ All nodes accessible via out-of-band management.
  • ❏ A separate management network has been created. (optional)
  • ❏ Required data for installation.

1.3. Setting up the environment for an OpenShift installation

1.3.1. Installing RHEL on the provisioner node

With the networking configuration complete, the next step is to install RHEL 8.x on the provisioner node. The installer uses the provisioner node as the orchestrator while installing the OpenShift Container Platform cluster. For the purposes of this document, installing RHEL on the provisioner node is out of scope. However, options include but are not limited to using a RHEL Satellite server, PXE, or installation media.

1.3.2. Preparing the provisioner node for OpenShift Container Platform installation

Perform the following steps to prepare the environment.

Procedure

  1. Log in to the provisioner node via ssh.
  2. Create a non-root user (kni) and provide that user with sudo privileges.

    # useradd kni
    # passwd kni
    # echo "kni ALL=(root) NOPASSWD:ALL" | tee -a /etc/sudoers.d/kni
    # chmod 0440 /etc/sudoers.d/kni
  3. Create an ssh key for the new user.

    # su - kni -c "ssh-keygen -t ed25519 -f /home/kni/.ssh/id_rsa -N ''"
  4. Log in as the new user on the provisioner node.

    # su - kni
    $
  5. Use Red Hat Subscription Manager to register the provisioner node:

    $ sudo subscription-manager register --username=<user> --password=<pass> --auto-attach
    $ sudo subscription-manager repos --enable=rhel-8-for-x86_64-appstream-rpms --enable=rhel-8-for-x86_64-baseos-rpms
    Note

    For more information about Red Hat Subscription Manager, see Using and Configuring Red Hat Subscription Manager.

  6. Install the following packages.

    $ sudo dnf install -y libvirt qemu-kvm mkisofs python3-devel jq ipmitool
  7. Modify the user to add the libvirt group to the newly created user.

    $ sudo usermod --append --groups libvirt <user>
  8. Restart firewalld and enable the http service.

    $ sudo systemctl start firewalld
    $ sudo firewall-cmd --zone=public --add-service=http --permanent
    $ sudo firewall-cmd --reload
  9. Start and enable the libvirtd service.

    $ sudo systemctl enable libvirtd --now
  10. Create the default storage pool and start it.

    $ sudo virsh pool-define-as --name default --type dir --target /var/lib/libvirt/images
    $ sudo virsh pool-start default
    $ sudo virsh pool-autostart default
  11. Configure networking.

    Note

    This step can also be run from the web console.

    $ export PUB_CONN=<baremetal_nic_name>
    $ export PROV_CONN=<prov_nic_name>
    $ sudo nohup bash -c "
        nmcli con down \"$PROV_CONN\"
        nmcli con down \"$PUB_CONN\"
        nmcli con delete \"$PROV_CONN\"
        nmcli con delete \"$PUB_CONN\"
        # RHEL 8.1 appends the word \"System\" in front of the connection, delete in case it exists
        nmcli con down \"System $PUB_CONN\"
        nmcli con delete \"System $PUB_CONN\"
        nmcli connection add ifname provisioning type bridge con-name provisioning
        nmcli con add type bridge-slave ifname \"$PROV_CONN\" master provisioning
        nmcli connection add ifname baremetal type bridge con-name baremetal
        nmcli con add type bridge-slave ifname \"$PUB_CONN\" master baremetal
        pkill dhclient;dhclient baremetal
        nmcli connection modify provisioning ipv6.addresses fd00:1101::1/64 ipv6.method manual
        nmcli con down provisioning
        nmcli con up provisioning
    "
    Note

    The ssh connection might disconnect after executing this step.

    The IPv6 address can be any address as long as it is not routable via the baremetal network.

    Ensure that UEFI is enabled and UEFI PXE settings are set to the IPv6 protocol when using IPv6 addressing.

  12. Configure the IPv4 address on the provisioning network connection.

    $ nmcli connection modify provisioning ipv4.addresses 172.22.0.254/24 ipv4.method manual
  13. ssh back into the provisioner node (if required).

    # ssh kni@provisioner.<cluster-name>.<domain>
  14. Verify the connection bridges have been properly created.

    $ sudo nmcli con show
    NAME               UUID                                  TYPE      DEVICE
    baremetal          4d5133a5-8351-4bb9-bfd4-3af264801530  bridge    baremetal
    provisioning       43942805-017f-4d7d-a2c2-7cb3324482ed  bridge    provisioning
    virbr0             d9bca40f-eee1-410b-8879-a2d4bb0465e7  bridge    virbr0
    bridge-slave-eno1  76a8ed50-c7e5-4999-b4f6-6d9014dd0812  ethernet  eno1
    bridge-slave-eno2  f31c3353-54b7-48de-893a-02d2b34c4736  ethernet  eno2
  15. Create a pull-secret.txt file.

    $ vim pull-secret.txt

    In a web browser, navigate to Install on Bare Metal with user-provisioned infrastructure, and scroll down to the Downloads section. Click Copy pull secret. Paste the contents into the pull-secret.txt file and save the contents in the kni user’s home directory.

1.3.3. Retrieving the OpenShift Container Platform installer

Use the latest-4.x version of the installer to deploy the latest generally available version of OpenShift Container Platform:

$ export VERSION=latest-4.6
export RELEASE_IMAGE=$(curl -s https://mirror.openshift.com/pub/openshift-v4/clients/ocp/$VERSION/release.txt | grep 'Pull From: quay.io' | awk -F ' ' '{print $3}')

Additional resources

1.3.4. Extracting the OpenShift Container Platform installer

After retrieving the installer, the next step is to extract it.

Procedure

  1. Set the environment variables:

    $ export cmd=openshift-baremetal-install
    $ export pullsecret_file=~/pull-secret.txt
    $ export extract_dir=$(pwd)
  2. Get the oc binary:

    $ curl -s https://mirror.openshift.com/pub/openshift-v4/clients/ocp/$VERSION/openshift-client-linux.tar.gz | tar zxvf - oc
  3. Extract the installer:

    $ sudo cp oc /usr/local/bin
    $ oc adm release extract --registry-config "${pullsecret_file}" --command=$cmd --to "${extract_dir}" ${RELEASE_IMAGE}
    $ sudo cp openshift-baremetal-install /usr/local/bin

1.3.5. Creating an RHCOS images cache (optional)

To employ image caching, you must download two images: the Red Hat Enterprise Linux CoreOS (RHCOS) image used by the bootstrap VM and the RHCOS image used by the installer to provision the different nodes. Image caching is optional, but especially useful when running the installer on a network with limited bandwidth.

If you are running the installer on a network with limited bandwidth and the RHCOS images download takes more than 15 to 20 minutes, the installer will timeout. Caching images on a web server will help in such scenarios.

Use the following steps to install a container that contains the images.

  1. Install podman.

    $ sudo dnf install -y podman
  2. Open firewall port 8080 to be used for RHCOS image caching.

    $ sudo firewall-cmd --add-port=8080/tcp --zone=public --permanent
    $ sudo firewall-cmd --reload
  3. Create a directory to store the bootstraposimage and clusterosimage.

    $ mkdir /home/kni/rhcos_image_cache
  4. Set the appropriate SELinux context for the newly created directory.

    $ sudo semanage fcontext -a -t httpd_sys_content_t "/home/kni/rhcos_image_cache(/.*)?"
    $ sudo restorecon -Rv rhcos_image_cache/
  5. Get the commit ID from the installer. The ID determines which images the installer needs to download.

    $ export COMMIT_ID=$(/usr/local/bin/openshift-baremetal-install version | grep '^built from commit' | awk '{print $4}')
  6. Get the URI for the RHCOS image that the installer will deploy on the nodes.

    $ export RHCOS_OPENSTACK_URI=$(curl -s -S https://raw.githubusercontent.com/openshift/installer/$COMMIT_ID/data/data/rhcos.json  | jq .images.openstack.path | sed 's/"//g')
  7. Get the URI for the RHCOS image that the installer will deploy on the bootstrap VM.

    $ export RHCOS_QEMU_URI=$(curl -s -S https://raw.githubusercontent.com/openshift/installer/$COMMIT_ID/data/data/rhcos.json  | jq .images.qemu.path | sed 's/"//g')
  8. Get the path where the images are published.

    $ export RHCOS_PATH=$(curl -s -S https://raw.githubusercontent.com/openshift/installer/$COMMIT_ID/data/data/rhcos.json | jq .baseURI | sed 's/"//g')
  9. Get the SHA hash for the RHCOS image that will be deployed on the bootstrap VM.

    $ export RHCOS_QEMU_SHA_UNCOMPRESSED=$(curl -s -S https://raw.githubusercontent.com/openshift/installer/$COMMIT_ID/data/data/rhcos.json  | jq -r '.images.qemu["uncompressed-sha256"]')
  10. Get the SHA hash for the RHCOS image that will be deployed on the nodes.

    $ export RHCOS_OPENSTACK_SHA_COMPRESSED=$(curl -s -S https://raw.githubusercontent.com/openshift/installer/$COMMIT_ID/data/data/rhcos.json  | jq -r '.images.openstack.sha256')
  11. Download the images and place them in the /home/kni/rhcos_image_cache directory.

    $ curl -L ${RHCOS_PATH}${RHCOS_QEMU_URI} -o /home/kni/rhcos_image_cache/${RHCOS_QEMU_URI}
    $ curl -L ${RHCOS_PATH}${RHCOS_OPENSTACK_URI} -o /home/kni/rhcos_image_cache/${RHCOS_OPENSTACK_URI}
  12. Confirm SELinux type is of httpd_sys_content_t for the newly created files.

    $ ls -Z /home/kni/rhcos_image_cache
  13. Create the pod.

    $ podman run -d --name rhcos_image_cache \
    -v /home/kni/rhcos_image_cache:/var/www/html \
    -p 8080:8080/tcp \
    quay.io/centos7/httpd-24-centos7:latest

1.3.6. Configuration files

1.3.6.1. Configuring the install-config.yaml file

The install-config.yaml file requires some additional details. Most of the information is teaching the installer and the resulting cluster enough about the available hardware so that it is able to fully manage it.

  1. Configure install-config.yaml. Change the appropriate variables to match the environment, including pullSecret and sshKey.

    apiVersion: v1
    baseDomain: <domain>
    metadata:
      name: <cluster-name>
    networking:
      machineCIDR: <public-cidr>
      networkType: OVNKubernetes
    compute:
    - name: worker
      replicas: 2 1
    controlPlane:
      name: master
      replicas: 3
      platform:
        baremetal: {}
    platform:
      baremetal:
        apiVIP: <api-ip>
        ingressVIP: <wildcard-ip>
        provisioningNetworkInterface: <NIC1>
        provisioningNetworkCIDR: <CIDR>
        hosts:
          - name: openshift-master-0
            role: master
            bmc:
              address: ipmi://<out-of-band-ip> 2
              username: <user>
              password: <password>
            bootMACAddress: <NIC1-mac-address>
            hardwareProfile: default
          - name: <openshift-master-1>
            role: master
            bmc:
              address: ipmi://<out-of-band-ip> 3
              username: <user>
              password: <password>
            bootMACAddress: <NIC1-mac-address>
            hardwareProfile: default
          - name: <openshift-master-2>
            role: master
            bmc:
              address: ipmi://<out-of-band-ip> 4
              username: <user>
              password: <password>
            bootMACAddress: <NIC1-mac-address>
            hardwareProfile: default
          - name: <openshift-worker-0>
            role: worker
            bmc:
              address: ipmi://<out-of-band-ip> 5
              username: <user>
              password: <password>
            bootMACAddress: <NIC1-mac-address>
            hardwareProfile: unknown
          - name: <openshift-worker-1>
            role: worker
            bmc:
              address: ipmi://<out-of-band-ip>
              username: <user>
              password: <password>
            bootMACAddress: <NIC1-mac-address>
            hardwareProfile: unknown
    pullSecret: '<pull_secret>'
    sshKey: '<ssh_pub_key>'
    1
    Scale the worker machines based on the number of worker nodes that are part of the OpenShift Container Platform cluster.
    2 3 4 5
    Refer to the BMC addressing sections for more options.
  2. Create a directory to store cluster configs.

    $ mkdir ~/clusterconfigs
    $ cp install-config.yaml ~/clusterconfigs
  3. Ensure all bare metal nodes are powered off prior to installing the OpenShift Container Platform cluster.

    $ ipmitool -I lanplus -U <user> -P <password> -H <management-server-ip> power off
  4. Remove old bootstrap resources if any are left over from a previous deployment attempt.

    for i in $(sudo virsh list | tail -n +3 | grep bootstrap | awk {'print $2'});
    do
      sudo virsh destroy $i;
      sudo virsh undefine $i;
      sudo virsh vol-delete $i --pool $i;
      sudo virsh vol-delete $i.ign --pool $i;
      sudo virsh pool-destroy $i;
      sudo virsh pool-undefine $i;
    done

1.3.6.2. Setting proxy settings within the install-config.yaml file (optional)

To deploy an OpenShift Container Platform cluster using a proxy, make the following changes to the install-config.yaml file.

apiVersion: v1
baseDomain: <domain>
proxy:
  httpProxy: http://USERNAME:PASSWORD@proxy.example.com:PORT
  httpsProxy: https://USERNAME:PASSWORD@proxy.example.com:PORT
  noProxy: <WILDCARD_OF_DOMAIN>,<PROVISIONING_NETWORK/CIDR>,<BMC_ADDRESS_RANGE/CIDR>

The following is an example of noProxy with values.

noProxy: .example.com,172.22.0.0/24,10.10.0.0/24

With a proxy enabled, set the appropriate values of the proxy in the corresponding key/value pair.

Key considerations:

  • If the proxy does not have an HTTPS proxy, change the value of httpsProxy from https:// to http://.
  • If using a provisioning network, include it in the noProxy setting, otherwise the installer will fail.
  • Set all of the proxy settings as environment variables within the provisioner node. For example, HTTP_PROXY, HTTPS_PROXY, and NO_PROXY.
Note

When provisioning with IPv6, you cannot define a CIDR address block in the noProxy settings. You must define each address separately.

1.3.6.3. Modifying the install-config.yaml file for no provisioning network (optional)

To deploy an OpenShift Container Platform cluster without a provisioning network, make the following changes to the install-config.yaml file.

platform:
  baremetal:
    apiVIP: <apiVIP>
    ingressVIP: <ingress/wildcard VIP>
    provisioningNetwork: "Disabled"
    provisioningHostIP: <baremetal_network_IP1>
    bootstrapProvisioningIP: <baremetal_network_IP2>
Note

Requires providing two IP addresses from the baremetal network for the provisioningHostIP and bootstrapProvisioningIP configuration settings, and removing the provisioningBridge and provisioningNetworkCIDR configuration settings.

1.3.6.4. Additional install-config parameters

See the following tables for the required parameters, the hosts parameter, and the bmc parameter for the install-config.yaml file.

Table 1.1. Required parameters

ParametersDefaultDescription

baseDomain

 

The domain name for the cluster. For example, example.com.

sshKey

 

The sshKey configuration setting contains the key in the ~/.ssh/id_rsa.pub file required to access the control plane nodes and worker nodes. Typically, this key is from the provisioner node.

pullSecret

 

The pullSecret configuration setting contains a copy of the pull secret downloaded from the Install OpenShift on Bare Metal page when preparing the provisioner node.

metadata:
    name:
 

The name to be given to the OpenShift Container Platform cluster. For example, openshift.

networking:
    machineCIDR:
 

The public CIDR (Classless Inter-Domain Routing) of the external network. For example, 10.0.0.0/24 .

compute:
  - name: worker
 

The OpenShift Container Platform cluster requires a name be provided for worker (or compute) nodes even if there are zero nodes.

compute:
    replicas: 2
 

Replicas sets the number of worker (or compute) nodes in the OpenShift Container Platform cluster.

controlPlane:
    name: master
 

The OpenShift Container Platform cluster requires a name for control plane (master) nodes.

controlPlane:
    replicas: 3
 

Replicas sets the number of control plane (master) nodes included as part of the OpenShift Container Platform cluster.

provisioningNetworkInterface

 

The name of the network interface on control plane nodes connected to the provisioning network.

defaultMachinePlatform

 

The default configuration used for machine pools without a platform configuration.

apiVIP

api.<clustername.clusterdomain>

The VIP to use for internal API communication.

This setting must either be provided or pre-configured in the DNS so that the default name resolves correctly.

disableCertificateVerification

False

redfish and redfish-virtualmedia need this parameter to manage BMC addresses. The value should be True when using a self-signed certificate for BMC addresses.

ingressVIP

test.apps.<clustername.clusterdomain>

The VIP to use for ingress traffic.

Table 1.2. Optional Parameters

ParametersDefaultDescription

provisioningDHCPRange

172.22.0.10,172.22.0.100

Defines the IP range for nodes on the provisioning network.

provisioningNetworkCIDR

172.22.0.0/24

The CIDR for the network to use for provisioning. This option is required when not using the default address range on the provisioning network.

clusterProvisioningIP

The third IP address of the provisioningNetworkCIDR.

The IP address within the cluster where the provisioning services run. Defaults to the third IP address of the provisioning subnet. For example, 172.22.0.3.

bootstrapProvisioningIP

The second IP address of the provisioningNetworkCIDR.

The IP on the bootstrap VM where the provisioning services run while the installer is deploying the control plane (master) nodes. Defaults to the second IP of the provisioning subnet. For example, 172.22.0.2 .

When using no provisioning network, set this value to an IP address that is available on the baremetal network.

externalBridge

baremetal

The name of the baremetal bridge of the hypervisor attached to the baremetal network.

provisioningBridge

provisioning

The name of the provisioning bridge on the provisioner host attached to the provisioning network.

defaultMachinePlatform

 

The default configuration used for machine pools without a platform configuration.

bootstrapOSImage

 

A URL to override the default operating system image for the bootstrap node. The URL must contain a SHA-256 hash of the image. For example: https://mirror.openshift.com/rhcos-<version>-qemu.qcow2.gz?sha256=<uncompressed_sha256> .

clusterOSImage

 

A URL to override the default operating system for cluster nodes. The URL must include a SHA-256 hash of the image. For example, https://mirror.openshift.com/images/rhcos-<version>-openstack.qcow2.gz?sha256=<compressed_sha256>.

provisioningNetwork

 

Set this parameter to Disabled to disable the requirement for a provisioning network. User may only do virtual media based provisioning, or bring up the cluster using assisted installation. If using power management, BMC’s must be accessible from the machine networks. User must provide two IP addresses on the external network that are used for the provisioning services. Set this parameter to managed, which is the default, to fully manage the provisioning network, including DHCP, TFTP, and so on.

Set this parameter to unmanaged to still enable the provisioning network but take care of manual configuration of DHCP. Virtual Media provisioning is recommended but PXE is still available if required.

provisioningHostingIp

 

Set this parameter to an available IP address on the baremetal network when the provisioningNetwork configuration setting is set to Disabled.

httpProxy

 

Set this parameter to the appropriate HTTP proxy used within your environment.

httpsProxy

 

Set this parameter to the appropriate HTTPS proxy used within your environment.

noProxy

 

Set this parameter to the appropriate list of exclusions for proxy usage within your environment.

Hosts

The hosts parameter is a list of separate bare metal assets used to build the cluster.

Name

Default

Description

name

 

The name of the BareMetalHost resource to associate with the details. For example, openshift-master-0.

role

 

The role of the bare metal node. Either master or worker.

bmc

 

Connection details for the baseboard management controller. See the BMC addressing section for additional details.

bootMACAddress

 

The MAC address of the NIC the host will use to boot on the provisioning network.

1.3.6.5. BMC addressing

The address field for each bmc entry is a URL for connecting to the OpenShift Container Platform cluster nodes, including the type of controller in the URL scheme and its location on the network.

IPMI

IPMI hosts use ipmi://<out-of-band-ip>:<port> and defaults to port 623 if not specified. The following example demonstrates an IPMI configuration within the install-config.yaml file.

platform:
  baremetal:
    hosts:
      - name: openshift-master-0
        role: master
        bmc:
          address: ipmi://<out-of-band-ip>
          username: <user>
          password: <password>

RedFish for HPE

To enable RedFish, use redfish:// or redfish+http:// to disable TLS. The installer requires both the hostname or the IP address and the path to the system ID. The following example demonstrates a RedFish configuration within the install-config.yaml file.

platform:
  baremetal:
    hosts:
      - name: openshift-master-0
        role: master
        bmc:
          address: redfish://<out-of-band-ip>/redfish/v1/Systems/1
          username: <user>
          password: <password>

While it is recommended to have a certificate of authority for the out-of-band management addresses, you must include disableCertificateVerification: True in the bmc configuration if using self-signed certificates. The following example demonstrates a RedFish configuration using the disableCertificateVerification: True configuration parameter within the install-config.yaml file.

platform:
  baremetal:
    hosts:
      - name: openshift-master-0
        role: master
        bmc:
          address: redfish://<out-of-band-ip>/redfish/v1/Systems/1
          username: <user>
          password: <password>
          disableCertificateVerification: True

RedFish for Dell

To enable RedFish, use redfish:// or redfish+http:// to disable TLS. The installer requires both the hostname or the IP address and the path to the system ID. The following example demonstrates a RedFish configuration within the install-config.yaml file.

platform:
  baremetal:
    hosts:
      - name: openshift-master-0
        role: master
        bmc:
          address: redfish://<out-of-band-ip>/redfish/v1/Systems/System.Embedded.1
          username: <user>
          password: <password>

While it is recommended to have a certificate of authority for the out-of-band management addresses, you must include disableCertificateVerification: True in the bmc configuration if using self-signed certificates. The following example demonstrates a RedFish configuration using the disableCertificateVerification: True configuration parameter within the install-config.yaml file.

platform:
  baremetal:
    hosts:
      - name: openshift-master-0
        role: master
        bmc:
          address: redfish://<out-of-band-ip>/redfish/v1/Systems/System.Embedded.1
          username: <user>
          password: <password>
          disableCertificateVerification: True
Note

Currently RedFish is only supported on Dell with iDRAC firmware version 4.20.20.20 or higher for installer-provisioned installations of OpenShift Container Platform on bare metal deployments.

RedFish Virtual Media for HPE

To enable RedFish Virtual Media for HPE servers, use redfish-virtualmedia:// in the address setting. The following example demonstrates using RedFish Virtual Media within the install-config.yaml file.

platform:
  baremetal:
    hosts:
      - name: openshift-master-0
        role: master
        bmc:
          address: redfish-virtualmedia://<out-of-band-ip>/redfish/v1/Systems/1
          username: <user>
          password: <password>

RedFish Virtual Media for Dell

For RedFish Virtual Media on Dell servers, use idrac-virtualmedia:// in the address setting.

Note

RedFish Virtual Media on Dell servers has a known issue in OpenShift Container Platform 4.6. The 4.6.1 point release will resolve the issue.

The following example demonstrates using iDRAC Virtual Media within the install-config.yaml file.

platform:
  baremetal:
    hosts:
      - name: openshift-master-0
        role: master
        bmc:
          address: idrac-virtualmedia://<out-of-band-ip>/redfish/v1/Systems/System.Embedded.1
          username: <user>
          password: <password>
Note

idrac-virtualmedia requires iDRAC firmware version 4.20.20.20 or higher.

Ensure the OpenShift Container Platform cluster nodes have AutoAttach Enabled through the iDRAC console. The menu path is: Configuration→Virtual Media→Attach Mode→AutoAttach.

1.3.6.6. Root device hints

The rootDeviceHints parameter enables the installer to provision the Red Hat Enterprise Linux CoreOS (RHCOS) image to a particular device. The installer examines the devices in the order it discovers them, and compares the discovered values with the hint values. The installer uses the first discovered device that matches the hint value. The configuration can combine multiple hints, but a device must match all hints for the installer to select it.

Table 1.3. Subfields

SubfieldDescription

deviceName

A string containing a Linux device name like /dev/vda. The hint must match the actual value exactly.

hctl

A string containing a SCSI bus address like 0:0:0:0. The hint must match the actual value exactly.

model

A string containing a vendor-specific device identifier. The hint can be a substring of the actual value.

vendor

A string containing the name of the vendor or manufacturer of the device. The hint can be a sub-string of the actual value.

serialNumber

A string containing the device serial number. The hint must match the actual value exactly.

minSizeGigabytes

An integer representing the minimum size of the device in gigabytes.

wwn

A string containing the unique storage identifier. The hint must match the actual value exactly.

wwnWithExtension

A string containing the unique storage identifier with the vendor extension appended. The hint must match the actual value exactly.

wwnVendorExtension

A string containing the unique vendor storage identifier. The hint must match the actual value exactly.

rotational

A boolean indicating whether the device should be a rotating disk (true) or not (false).

Example usage

     - name: master-0
       role: master
       bmc:
         address: ipmi://10.10.0.3:6203
         username: admin
         password: redhat
       bootMACAddress: de:ad:be:ef:00:40
       rootDeviceHints:
         deviceName: "/dev/sda"

1.3.6.7. Creating the OpenShift Container Platform manifests

  1. Create the OpenShift Container Platform manifests.

    $ ./openshift-baremetal-install --dir ~/clusterconfigs create manifests
    INFO Consuming Install Config from target directory
    WARNING Making control-plane schedulable by setting MastersSchedulable to true for Scheduler cluster settings
    WARNING Discarding the OpenShift Manifest that was provided in the target directory because its dependencies are dirty and it needs to be regenerated

1.3.7. Creating a disconnected registry (optional)

In some cases, you might want to install an OpenShift KNI cluster using a local copy of the installation registry. This could be for enhancing network efficiency because the cluster nodes are on a network that does not have access to the internet.

A local, or mirrored, copy of the registry requires the following:

  • A certificate for the registry node. This can be a self-signed certificate.
  • A webserver - this will be served by a container on a system.
  • An updated pull secret that contains the certificate and local repository information.
Note

Creating a disconnected registry on a registry node is optional. The subsequent sections indicate that they are optional since they are steps you need to execute only when creating a disconnected registry on a registry node. You should execute all of the subsequent sub-sections labeled "(optional)" when creating a disconnected registry on a registry node.

1.3.7.1. Preparing the registry node to host the mirrored registry (optional)

Make the following changes to the registry node.

Procedure

  1. Open the firewall port on the registry node.

    $ sudo firewall-cmd --add-port=5000/tcp --zone=libvirt  --permanent
    $ sudo firewall-cmd --add-port=5000/tcp --zone=public   --permanent
    $ sudo firewall-cmd --reload
  2. Install the required packages for the registry node.

    $ sudo yum -y install python3 podman httpd httpd-tools jq
  3. Create the directory structure where the repository information will be held.

    $ sudo mkdir -p /opt/registry/{auth,certs,data}

1.3.7.2. Generating the self-signed certificate (optional)

Generate a self-signed certificate for the registry node and put it in the /opt/registry/certs directory.

Procedure

  1. Adjust the certificate information as appropriate.

    $ host_fqdn=$( hostname --long )
    $ cert_c="<Country Name>"   # Country Name (C, 2 letter code)
    $ cert_s="<State>"          # Certificate State (S)
    $ cert_l="<Locality>"       # Certificate Locality (L)
    $ cert_o="<Organization>"   # Certificate Organization (O)
    $ cert_ou="<Org Unit>"      # Certificate Organizational Unit (OU)
    $ cert_cn="${host_fqdn}"    # Certificate Common Name (CN)
    
    $ openssl req \
        -newkey rsa:4096 \
        -nodes \
        -sha256 \
        -keyout /opt/registry/certs/domain.key \
        -x509 \
        -days 365 \
        -out /opt/registry/certs/domain.crt \
        -addext "subjectAltName = DNS:${host_fqdn}" \
        -subj "/C=${cert_c}/ST=${cert_s}/L=${cert_l}/O=${cert_o}/OU=${cert_ou}/CN=${cert_cn}"
    Note

    When replacing <Country Name>, ensure that it only contains two letters. For example, US.

  2. Update the registry node’s ca-trust with the new certificate.

    $ sudo cp /opt/registry/certs/domain.crt /etc/pki/ca-trust/source/anchors/
    $ sudo update-ca-trust extract

1.3.7.3. Creating the registry podman container (optional)

The registry container uses the /opt/registry directory for certificates, authentication files, and to store its data files.

The registry container uses httpd and needs an htpasswd file for authentication.

Procedure

  1. Create an htpasswd file in /opt/registry/auth for the container to use.

    $ htpasswd -bBc /opt/registry/auth/htpasswd <user> <passwd>

    Replace <user> with the user name and <passwd> with the password.

  2. Create and start the registry container.

    $ podman create \
      --name ocpdiscon-registry \
      -p 5000:5000 \
      -e "REGISTRY_AUTH=htpasswd" \
      -e "REGISTRY_AUTH_HTPASSWD_REALM=Registry" \
      -e "REGISTRY_HTTP_SECRET=ALongRandomSecretForRegistry" \
      -e "REGISTRY_AUTH_HTPASSWD_PATH=/auth/htpasswd" \
      -e "REGISTRY_HTTP_TLS_CERTIFICATE=/certs/domain.crt" \
      -e "REGISTRY_HTTP_TLS_KEY=/certs/domain.key" \
      -e "REGISTRY_COMPATIBILITY_SCHEMA1_ENABLED=true" \
      -v /opt/registry/data:/var/lib/registry:z \
      -v /opt/registry/auth:/auth:z \
      -v /opt/registry/certs:/certs:z \
      docker.io/library/registry:2
    $ podman start ocpdiscon-registry

1.3.7.4. Copy and update the pull-secret (optional)

Copy the pull secret file from the provisioner node to the registry node and modify it to include the authentication information for the new registry node.

Procedure

  1. Copy the pull-secret.txt file.

    $ scp kni@provisioner:/home/kni/pull-secret.txt pull-secret.txt
  2. Update the host_fqdn environment variable with the fully qualified domain name of the registry node.

    $ host_fqdn=$( hostname --long )
  3. Update the b64auth environment variable with the base64 encoding of the http credentials used to create the htpasswd file.

    $ b64auth=$( echo -n '<username>:<passwd>' | openssl base64 )

    Replace <username> with the user name and <passwd> with the password.

  4. Set the AUTHSTRING environment variable to use the base64 authorization string. The $USER variable is an environment variable containing the name of the current user.

    $ AUTHSTRING="{\"$host_fqdn:5000\": {\"auth\": \"$b64auth\",\"email\": \"$USER@redhat.com\"}}"
  5. Update the pull-secret.txt file.

    $ jq ".auths += $AUTHSTRING" < pull-secret.txt > pull-secret-update.txt

1.3.7.5. Mirroring the repository (optional)

Procedure

  1. Copy the oc binary from the provisioner node to the registry node.

    $ sudo scp kni@provisioner:/usr/local/bin/oc /usr/local/bin
  2. Set the required environment variables.

    1. Set the release version:

      $ VERSION=<release_version>

      For <release_version>, specify the tag that corresponds to the version of OpenShift Container Platform to install, such as 4.6.

    2. Set the local registry name and host port:

      $ LOCAL_REG='<local_registry_host_name>:<local_registry_host_port>'

      For <local_registry_host_name>, specify the registry domain name for your mirror repository, and for <local_registry_host_port>, specify the port that it serves content on.

    3. Set the local repository name:

      $ LOCAL_REPO='<local_repository_name>'

      For <local_repository_name>, specify the name of the repository to create in your registry, such as ocp4/openshift4.

  3. Mirror the remote install images to the local repository.

    $ /usr/local/bin/oc adm release mirror \
      -a pull-secret-update.txt \
      --from=$UPSTREAM_REPO \
      --to-release-image=$LOCAL_REG/$LOCAL_REPO:${VERSION} \
      --to=$LOCAL_REG/$LOCAL_REPO

1.3.7.6. Modify the install-config.yaml file to use the disconnected registry (optional)

On the provisioner node, the install-config.yaml file should use the newly created pull-secret from the pull-secret-update.txt file. The install-config.yaml file must also contain the disconnected registry node’s certificate and registry information.

Procedure

  1. Add the disconnected registry node’s certificate to the install-config.yaml file. The certificate should follow the "additionalTrustBundle: |" line and be properly indented, usually by two spaces.

    $ echo "additionalTrustBundle: |" >> install-config.yaml
    $ sed -e 's/^/  /' /opt/registry/certs/domain.crt >> install-config.yaml
  2. Add the mirror information for the registry to the install-config.yaml file.

    $ echo "imageContentSources:" >> install-config.yaml
    $ echo "- mirrors:" >> install-config.yaml
    $ echo "  - registry.example.com:5000/ocp4/openshift4" >> install-config.yaml
    $ echo "  source: quay.io/openshift-release-dev/ocp-release" >> install-config.yaml
    $ echo "- mirrors:" >> install-config.yaml
    $ echo "  - registry.example.com:5000/ocp4/openshift4" >> install-config.yaml
    $ echo "  source: quay.io/openshift-release-dev/ocp-v4.0-art-dev" >> install-config.yaml
    Note

    Replace registry.example.com with the registry’s fully qualified domain name.

1.3.8. Deploying routers on worker nodes

During installation, the installer deploys router pods on worker nodes. By default, the installer installs two router pods. If the initial cluster has only one worker node, or if a deployed cluster requires additional routers to handle external traffic loads destined for services within the OpenShift Container Platform cluster, you can create a yaml file to set an appropriate number of router replicas.

Note

By default, the installer deploys two routers. If the cluster has at least two worker nodes, you can skip this section. For more information on the Ingress Operator see: Ingress Operator in OpenShift Container Platform.

Note

If the cluster has no worker nodes, the installer deploys the two routers on the control plane nodes by default. If the cluster has no worker nodes, you can skip this section.

Procedure

  1. Create a router-replicas.yaml file.

    apiVersion: operator.openshift.io/v1
    kind: IngressController
    metadata:
      name: default
      namespace: openshift-ingress-operator
    spec:
      replicas: <num-of-router-pods>
      endpointPublishingStrategy:
        type: HostNetwork
      nodePlacement:
        nodeSelector:
          matchLabels:
            node-role.kubernetes.io/worker: ""
    Note

    Replace <num-of-router-pods> with an appropriate value. If working with just one worker node, set replicas: to 1. If working with more than 3 worker nodes, you can increase replicas: from the default value 2 as appropriate.

  2. Save and copy the router-replicas.yaml file to the clusterconfigs/openshift directory.

    cp ~/router-replicas.yaml clusterconfigs/openshift/99_router-replicas.yaml

1.3.9. Validation checklist for installation

  • ❏ OpenShift Container Platform installer has been retrieved.
  • ❏ OpenShift Container Platform installer has been extracted.
  • ❏ Required parameters for the install-config.yaml have been configured.
  • ❏ The hosts parameter for the install-config.yaml has been configured.
  • ❏ The bmc parameter for the install-config.yaml has been configured.
  • ❏ Conventions for the values configured in the bmc address field have been applied.
  • ❏ Created a disconnected registry (optional).
  • ❏ (optional) Validate disconnected registry settings if in use.
  • ❏ (optional) Deployed routers on worker nodes.

1.3.10. Deploying the cluster via the OpenShift Container Platform installer

Run the OpenShift Container Platform installer:

$ ./openshift-baremetal-install --dir ~/clusterconfigs --log-level debug create cluster

1.3.11. Following the installation

During the deployment process, you can check the installation’s overall status by issuing the tail command to the .openshift_install.log log file in the install directory folder.

$ tail -f /path/to/install-dir/.openshift_install.log

1.3.12. Preparing to reinstall a cluster on bare metal

Before you reinstall a cluster on bare metal, you must perform cleanup operations.

Procedure

  1. Remove or reformat the disks for the bootstrap, control plane (also known as master) node, and worker nodes. If you are working in a hypervisor environment, you must add any disks you removed.
  2. Delete the artifacts that the previous installation generated:

    $ cd ; /bin/rm -rf auth/ bootstrap.ign master.ign worker.ign metadata.json \
    .openshift_install.log .openshift_install_state.json
  3. Generate new manifests and Ignition config files. See “Creating the Kubernetes manifest and Ignition config files" for more information.
  4. Upload the new bootstrap, control plane, and compute node Ignition config files that the installation program created to your HTTP server. This will overwrite the previous Ignition files.

1.4. Troubleshooting

1.4.1. Troubleshooting the installer workflow

Prior to troubleshooting the installation environment, it is critical to understand the overall flow of the installer-provisioned installation on bare metal. The diagrams below provide a troubleshooting flow with a step-by-step breakdown for the environment.

Flow-Diagram-1

Workflow 1 of 4 illustrates a troubleshooting workflow when the install-config.yaml file has errors or the Red Hat Enterprise Linux CoreOS (RHCOS) images are inaccessible. Troubleshooting suggestions can be found at Troubleshooting install-config.yaml.

Flow-Diagram-2

Workflow 2 of 4 illustrates a troubleshooting workflow for bootstrap VM issues, bootstrap VMs that cannot boot up the cluster nodes, and inspecting logs. When installing a OpenShift Container Platform cluster without the provisioning network, this workflow does not apply.

Flow-Diagram-3

Workflow 3 of 4 illustrates a troubleshooting workflow for cluster nodes that will not PXE boot.

Flow-Diagram-4

Workflow 4 of 4 illustrates a troubleshooting workflow from a non-accessible API to a validated installation.

1.4.2. Troubleshooting install-config.yaml

The install-config.yaml configuration file represents all of the nodes that are part of the OpenShift Container Platform cluster. The file contains the necessary options consisting of but not limited to apiVersion, baseDomain, imageContentSources and virtual IP addresses. If errors occur early in the deployment of the OpenShift Container Platform cluster, the errors are likely in the install-config.yaml configuration file.

Procedure

  1. Use the guidelines in YAML-tips.
  2. Verify the YAML syntax is correct using syntax-check.
  3. Verify the Red Hat Enterprise Linux CoreOS (RHCOS) QEMU images are properly defined and accessible via the URL provided in the install-config.yaml. For example:

    $ curl -s -o /dev/null -I -w "%{http_code}\n" http://webserver.example.com:8080/rhcos-44.81.202004250133-0-qemu.x86_64.qcow2.gz?sha256=7d884b46ee54fe87bbc3893bf2aa99af3b2d31f2e19ab5529c60636fbd0f1ce7

    If the output is 200, there is a valid response from the webserver storing the bootstrap VM image.

1.4.3. Bootstrap VM issues

The OpenShift Container Platform installer spawns a bootstrap node virtual machine, which handles provisioning the OpenShift Container Platform cluster nodes.

Procedure

  1. About 10 to 15 minutes after triggering the installer, check to ensure the bootstrap VM is operational using the virsh command:

    $ sudo virsh list
     Id    Name                           State
     --------------------------------------------
     12    openshift-xf6fq-bootstrap      running
    Note

    The name of the bootstrap VM is always the cluster name followed by a random set of characters and ending in the word "bootstrap."

    If the bootstrap VM is not running after 10-15 minutes, troubleshoot why it is not running. Possible issues include:

  2. Verify libvirtd is running on the system:

    $ systemctl status libvirtd
    ● libvirtd.service - Virtualization daemon
       Loaded: loaded (/usr/lib/systemd/system/libvirtd.service; enabled; vendor preset: enabled)
       Active: active (running) since Tue 2020-03-03 21:21:07 UTC; 3 weeks 5 days ago
         Docs: man:libvirtd(8)
               https://libvirt.org
     Main PID: 9850 (libvirtd)
        Tasks: 20 (limit: 32768)
       Memory: 74.8M
       CGroup: /system.slice/libvirtd.service
               ├─ 9850 /usr/sbin/libvirtd

    If the bootstrap VM is operational, log in to it.

  3. Use the virsh console command to find the IP address of the bootstrap VM:

    $ sudo virsh console example.com
    Connected to domain example.com
    Escape character is ^]
    
    Red Hat Enterprise Linux CoreOS 43.81.202001142154.0 (Ootpa) 4.3
    SSH host key: SHA256:BRWJktXZgQQRY5zjuAV0IKZ4WM7i4TiUyMVanqu9Pqg (ED25519)
    SSH host key: SHA256:7+iKGA7VtG5szmk2jB5gl/5EZ+SNcJ3a2g23o0lnIio (ECDSA)
    SSH host key: SHA256:DH5VWhvhvagOTaLsYiVNse9ca+ZSW/30OOMed8rIGOc (RSA)
    ens3:  fd35:919d:4042:2:c7ed:9a9f:a9ec:7
    ens4: 172.22.0.2 fe80::1d05:e52e:be5d:263f
    localhost login:
    Important

    When deploying a OpenShift Container Platform cluster without the provisioning network, you must use a public IP address and not a private IP address like 172.22.0.2.

  4. Once you obtain the IP address, log in to the bootstrap VM using the ssh command:

    Note

    In the console output of the previous step, you can use the IPv6 IP address provided by ens3 or the IPv4 IP provided by ens4.

    $ ssh core@172.22.0.2

If you are not successful logging in to the bootstrap VM, you have likely encountered one of the following scenarios:

  • You cannot reach the 172.22.0.0/24 network. Verify network connectivity on the provisioner host specifically around the provisioning network bridge. This will not be the issue if you are not using the provisioning network.
  • You cannot reach the bootstrap VM via the public network. When attempting to SSH via baremetal network, verify connectivity on the provisioner host specifically around the baremetal network bridge.
  • You encountered Permission denied (publickey,password,keyboard-interactive). When attempting to access the bootstrap VM, a Permission denied error might occur. Verify that the SSH key for the user attempting to log into the VM is set within the install-config.yaml file.

1.4.3.1. Bootstrap VM cannot boot up the cluster nodes

During the deployment, it is possible for the bootstrap VM to fail to boot the cluster nodes, which prevents the VM from provisioning the nodes with the RHCOS image. This scenario can arise due to:

  • A problem with the install-config.yaml file.
  • Issues with out-of-band network access via the baremetal network.

To verify the issue, there are three containers related to ironic:

  • ironic-api
  • ironic-conductor
  • ironic-inspector

Procedure

  1. Log in to the bootstrap VM:

    $ ssh core@172.22.0.2
  2. To check the container logs, execute the following:

    [core@localhost ~]$ sudo podman logs -f <container-name>

    Replace <container-name> with one of ironic-api, ironic-conductor, or ironic-inspector. If you encounter an issue where the control plane nodes are not booting up via PXE, check the ironic-conductor pod. The ironic-conductor pod contains the most detail about the attempt to boot the cluster nodes, because it attempts to log in to the node over IPMI.

Potential reason

The cluster nodes might be in the ON state when deployment started.

Solution

Power off the OpenShift Container Platform cluster nodes before you begin the installation over IPMI:

$ ipmitool -I lanplus -U root -P <password> -H <out-of-band-ip> power off

1.4.3.2. Inspecting logs

When experiencing issues downloading or accessing the RHCOS images, first verify that the URL is correct in the install-config.yaml configuration file.

Example of internal webserver hosting RHCOS images

bootstrapOSImage: http://<ip:port>/rhcos-43.81.202001142154.0-qemu.x86_64.qcow2.gz?sha256=9d999f55ff1d44f7ed7c106508e5deecd04dc3c06095d34d36bf1cd127837e0c
clusterOSImage: http://<ip:port>/rhcos-43.81.202001142154.0-openstack.x86_64.qcow2.gz?sha256=a1bda656fa0892f7b936fdc6b6a6086bddaed5dafacedcd7a1e811abb78fe3b0

The ipa-downloader and coreos-downloader containers download resources from a webserver or the external quay.io registry, whichever the install-config.yaml configuration file specifies. Verify the following two containers are up and running and inspect their logs as needed:

  • ipa-downloader
  • coreos-downloader

Procedure

  1. Log in to the bootstrap VM:

    $ ssh core@172.22.0.2
  2. Check the status of the ipa-downloader and coreos-downloader containers within the bootstrap VM:

    [core@localhost ~]$ sudo podman logs -f ipa-downloader
    [core@localhost ~]$ sudo podman logs -f coreos-downloader

    If the bootstrap VM cannot access the URL to the images, use the curl command to verify that the VM can access the images.

  3. To inspect the bootkube logs that indicate if all the containers launched during the deployment phase, execute the following:

    [core@localhost ~]$ journalctl -xe
    [core@localhost ~]$ journalctl -b -f -u bootkube.service
  4. Verify all the pods, including dnsmasq, mariadb, httpd, and ironic, are running:

    [core@localhost ~]$ sudo podman ps
  5. If there are issues with the pods, check the logs of the containers with issues. To check the log of the ironic-api, execute the following:

    [core@localhost ~]$ sudo podman logs <ironic-api>

1.4.4. Cluster nodes will not PXE boot

When OpenShift Container Platform cluster nodes will not PXE boot, execute the following checks on the cluster nodes that will not PXE boot. This procedure does not apply when installing a OpenShift Container Platform cluster without the provisioning network.

Procedure

  1. Check the network connectivity to the provisioning network.
  2. Ensure PXE is enabled on the NIC for the provisioning network and PXE is disabled for all other NICs.
  3. Verify that the install-config.yaml configuration file has the proper hardware profile and boot MAC address for the NIC connected to the provisioning network. For example:

    control plane node settings

    bootMACAddress: 24:6E:96:1B:96:90 # MAC of bootable provisioning NIC
    hardwareProfile: default          #control plane node settings

    Worker node settings

    bootMACAddress: 24:6E:96:1B:96:90 # MAC of bootable provisioning NIC
    hardwareProfile: unknown          #worker node settings

1.4.5. The API is not accessible

When the cluster is running and clients cannot access the API, domain name resolution issues might impede access to the API.

Procedure

  1. Hostname Resolution: Check the cluster nodes to ensure they have a fully qualified domain name, and not just localhost.localdomain. For example:

    $ hostname

    If a hostname is not set, set the correct hostname. For example:

    $ hostnamectl set-hostname <hostname>
  2. Incorrect Name Resolution: Ensure that each node has the correct name resolution in the DNS server using dig and nslookup. For example:

    $ dig api.<cluster-name>.example.com
    ; <<>> DiG 9.11.4-P2-RedHat-9.11.4-26.P2.el8 <<>> api.<cluster-name>.example.com
    ;; global options: +cmd
    ;; Got answer:
    ;; ->>HEADER<<- opcode: QUERY, status: NOERROR, id: 37551
    ;; flags: qr aa rd ra; QUERY: 1, ANSWER: 1, AUTHORITY: 1, ADDITIONAL: 2
    
    ;; OPT PSEUDOSECTION:
    ; EDNS: version: 0, flags:; udp: 4096
    ; COOKIE: 866929d2f8e8563582af23f05ec44203d313e50948d43f60 (good)
    ;; QUESTION SECTION:
    ;api.<cluster-name>.example.com. IN A
    
    ;; ANSWER SECTION:
    api.<cluster-name>.example.com. 10800 IN	A 10.19.13.86
    
    ;; AUTHORITY SECTION:
    <cluster-name>.example.com. 10800 IN NS	<cluster-name>.example.com.
    
    ;; ADDITIONAL SECTION:
    <cluster-name>.example.com. 10800 IN A	10.19.14.247
    
    ;; Query time: 0 msec
    ;; SERVER: 10.19.14.247#53(10.19.14.247)
    ;; WHEN: Tue May 19 20:30:59 UTC 2020
    ;; MSG SIZE  rcvd: 140

    The output in the foregoing example indicates that the appropriate IP address for the api.<cluster-name>.example.com VIP is 10.19.13.86. This IP address should reside on the baremetal network.

1.4.6. Cleaning up previous installations

In the event of a previous failed deployment, remove the artifacts from the failed attempt before attempting to deploy OpenShift Container Platform again.

Procedure

  1. Power off all bare metal nodes prior to installing the OpenShift Container Platform cluster:

    $ ipmitool -I lanplus -U <user> -P <password> -H <management-server-ip> power off
  2. Remove all old bootstrap resources if any are left over from a previous deployment attempt:

    for i in $(sudo virsh list | tail -n +3 | grep bootstrap | awk {'print $2'});
    do
      sudo virsh destroy $i;
      sudo virsh undefine $i;
      sudo virsh vol-delete $i --pool $i;
      sudo virsh vol-delete $i.ign --pool $i;
      sudo virsh pool-destroy $i;
      sudo virsh pool-undefine $i;
    done
  3. Remove the following from the clusterconfigs directory to prevent Terraform from failing:

    $ rm -rf ~/clusterconfigs/auth ~/clusterconfigs/terraform* ~/clusterconfigs/tls ~/clusterconfigs/metadata.json

1.4.7. Issues with creating the registry

When creating a disconnected registry, you might encounter a "User Not Authorized" error when attempting to mirror the registry. This error might occur if you fail to append the new authentication to the existing pull-secret.txt file.

Procedure

  1. Check to ensure authentication is successful:

    $ /usr/local/bin/oc adm release mirror \
      -a pull-secret-update.json
      --from=$UPSTREAM_REPO \
      --to-release-image=$LOCAL_REG/$LOCAL_REPO:${VERSION} \
      --to=$LOCAL_REG/$LOCAL_REPO
    Note

    Example output of the variables used to mirror the install images:

    UPSTREAM_REPO=${RELEASE_IMAGE}
    LOCAL_REG=<registry_FQDN>:<registry_port>
    LOCAL_REPO='ocp4/openshift4'

    The values of RELEASE_IMAGE and VERSION were set during the Retrieving OpenShift Installer step of the Setting up the environment for an OpenShift installation section.

  2. After mirroring the registry, confirm that you can access it in your disconnected environment:

    $ curl -k -u <user>:<password> https://registry.example.com:<registry-port>/v2/_catalog
    {"repositories":["<Repo-Name>"]}

1.4.8. Miscellaneous issues

1.4.8.1. Addressing the runtime network not ready error

After the deployment of a cluster you might receive the following error:

`runtime network not ready: NetworkReady=false reason:NetworkPluginNotReady message:Network plugin returns error: Missing CNI default network`

The Cluster Network Operator is responsible for deploying the networking components in response to a special object created by the installer. It runs very early in the installation process, after the control plane (master) nodes have come up, but before the bootstrap control plane has been torn down. It can be indicative of more subtle installer issues, such as long delays in bringing up control plane (master) nodes or issues with apiserver communication.

Procedure

  1. Inspect the pods in the openshift-network-operator namespace:

    $ oc get all -n openshift-network-operator
    NAME                                    READY STATUS            RESTARTS   AGE
    pod/network-operator-69dfd7b577-bg89v   0/1   ContainerCreating 0          149m
  2. On the provisioner node, determine that the network configuration exists:

    $ kubectl get network.config.openshift.io cluster -oyaml
    apiVersion: config.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec:
      serviceNetwork:
      - 172.30.0.0/16
      clusterNetwork:
      - cidr: 10.128.0.0/14
        hostPrefix: 23
      networkType: OpenShiftSDN

    If it does not exist, the installer did not create it. To determine why the installer did not create it, execute the following:

    $ openshift-install create manifests
  3. Check that the network-operator is running:

    $ kubectl -n openshift-network-operator get pods
  4. Retrieve the logs:

    $ kubectl -n openshift-network-operator logs -l "name=network-operator"

    On high availability clusters with three or more control plane (master) nodes, the Operator will perform leader election and all other Operators will sleep. For additional details, see Troubleshooting.

1.4.8.2. Cluster nodes not getting the correct IPv6 address over DHCP

If the cluster nodes are not getting the correct IPv6 address over DHCP, check the following:

  1. Ensure the reserved IPv6 addresses reside outside the DHCP range.
  2. In the IP address reservation on the DHCP server, ensure the reservation specifies the correct DHCP Unique Identifier (DUID). For example:

    # This is a dnsmasq dhcp reservation, 'id:00:03:00:01' is the client id and '18:db:f2:8c:d5:9f' is the MAC Address for the NIC
    id:00:03:00:01:18:db:f2:8c:d5:9f,openshift-master-1,[2620:52:0:1302::6]
  3. Ensure that route announcements are working.
  4. Ensure that the DHCP server is listening on the required interfaces serving the IP address ranges.

1.4.8.3. Cluster nodes not getting the correct hostname over DHCP

During IPv6 deployment, cluster nodes must get their hostname over DHCP. Sometimes the NetworkManager does not assign the hostname immediately. A control plane (master) node might report an error such as:

Failed Units: 2
  NetworkManager-wait-online.service
  nodeip-configuration.service

This error indicates that the cluster node likely booted without first receiving a hostname from the DHCP server, which causes kubelet to boot with a localhost.localdomain hostname. To address the error, force the node to renew the hostname.

Procedure

  1. Retrieve the hostname:

    [core@master-X ~]$ hostname

    If the hostname is localhost, proceed with the following steps.

    Note

    Where X is the control plane node (also known as the master node) number.

  2. Force the cluster node to renew the DHCP lease:

    [core@master-X ~]$ sudo nmcli con up "<bare-metal-nic>"

    Replace <bare-metal-nic> with the wired connection corresponding to the baremetal network.

  3. Check hostname again:

    [core@master-X ~]$ hostname
  4. If the hostname is still localhost.localdomain, restart NetworkManager:

    [core@master-X ~]$ sudo systemctl restart NetworkManager
  5. If the hostname is still localhost.localdomain, wait a few minutes and check again. If the hostname remains localhost.localdomain, repeat the previous steps.
  6. Restart the nodeip-configuration service:

    [core@master-X ~]$ sudo systemctl restart nodeip-configuration.service

    This service will reconfigure the kubelet service with the correct hostname references.

  7. Reload the unit files definition since the kubelet changed in the previous step:

    [core@master-X ~]$ sudo systemctl daemon-reload
  8. Restart the kubelet service:

    [core@master-X ~]$ sudo systemctl restart kubelet.service
  9. Ensure kubelet booted with the correct hostname:

    [core@master-X ~]$ sudo journalctl -fu kubelet.service

If the cluster node is not getting the correct hostname over DHCP after the cluster is up and running, such as during a reboot, the cluster will have a pending csr. Do not approve a csr, or other issues might arise.

Addressing a csr

  1. Get CSRs on the cluster:

    $ oc get csr
  2. Verify if a pending csr contains Subject Name: localhost.localdomain:

    $ oc get csr <pending_csr> -o jsonpath='{.spec.request}' | base64 --decode | openssl req -noout -text
  3. Remove any csr that contains Subject Name: localhost.localdomain:

    $ oc delete csr <wrong_csr>

1.4.8.4. Routes do not reach endpoints

During the installation process, it is possible to encounter a Virtual Router Redundancy Protocol (VRRP) conflict. This conflict might occur if a previously used OpenShift Container Platform node that was once part of a cluster deployment using a specific cluster name is still running but not part of the current OpenShift Container Platform cluster deployment using that same cluster name. For example, a cluster was deployed using the cluster name openshift, deploying three control plane (master) nodes and three worker nodes. Later, a separate install uses the same cluster name openshift, but this redeployment only installed three control plane (master) nodes, leaving the three worker nodes from a previous deployment in an ON state. This might cause a Virtual Router Identifier (VRID) conflict and a VRRP conflict.

  1. Get the route:

    $ oc get route oauth-openshift
  2. Check the service endpoint:

    $ oc get svc oauth-openshift
    NAME              TYPE        CLUSTER-IP      EXTERNAL-IP   PORT(S)   AGE
    oauth-openshift   ClusterIP   172.30.19.162   <none>        443/TCP   59m
  3. Attempt to reach the service from a control plane (master) node:

    [core@master0 ~]$ curl -k https://172.30.19.162
    {
      "kind": "Status",
      "apiVersion": "v1",
      "metadata": {
      },
      "status": "Failure",
      "message": "forbidden: User \"system:anonymous\" cannot get path \"/\"",
      "reason": "Forbidden",
      "details": {
      },
      "code": 403
  4. Identify the authentication-operator errors from the provisioner node:

    $ oc logs deployment/authentication-operator -n openshift-authentication-operator
    Event(v1.ObjectReference{Kind:"Deployment", Namespace:"openshift-authentication-operator", Name:"authentication-operator", UID:"225c5bd5-b368-439b-9155-5fd3c0459d98", APIVersion:"apps/v1", ResourceVersion:"", FieldPath:""}): type: 'Normal' reason: 'OperatorStatusChanged' Status for clusteroperator/authentication changed: Degraded message changed from "IngressStateEndpointsDegraded: All 2 endpoints for oauth-server are reporting"

Solution

  1. Ensure that the cluster name for every deployment is unique, ensuring no conflict.
  2. Turn off all the rogue nodes which are not part of the cluster deployment that are using the same cluster name. Otherwise, the authentication pod of the OpenShift Container Platform cluster might never start successfully.

1.4.8.5. Failed Ignition during Firstboot

During the Firstboot, the Ignition configuration may fail.

Procedure

  1. Connect to the node where the Ignition configuration failed:

    Failed Units: 1
      machine-config-daemon-firstboot.service
  2. Restart the machine-config-daemon-firstboot service:

    [core@worker-X ~]$ sudo systemctl restart machine-config-daemon-firstboot.service

1.4.8.6. NTP out of sync

The deployment of OpenShift Container Platform clusters depends on NTP synchronized clocks among the cluster nodes. Without synchronized clocks, the deployment may fail due to clock drift if the time difference is greater than two seconds.

Procedure

  1. Check for differences in the AGE of the cluster nodes. For example:

    $ oc get nodes
    NAME                         STATUS   ROLES    AGE   VERSION
    master-0.cloud.example.com   Ready    master   145m   v1.16.2
    master-1.cloud.example.com   Ready    master   135m   v1.16.2
    master-2.cloud.example.com   Ready    master   145m   v1.16.2
    worker-2.cloud.example.com   Ready    worker   100m   v1.16.2
  2. Check for inconsistent timing delays due to clock drift. For example:

    $ oc get bmh -n openshift-machine-api
    master-1   error registering master-1  ipmi://<out-of-band-ip>
    $ sudo timedatectl
                   Local time: Tue 2020-03-10 18:20:02 UTC
               Universal time: Tue 2020-03-10 18:20:02 UTC
                     RTC time: Tue 2020-03-10 18:36:53
                    Time zone: UTC (UTC, +0000)
    System clock synchronized: no
                  NTP service: active
              RTC in local TZ: no

Addressing clock drift in existing clusters

  1. Create a chrony.conf file and encode it as base64 string. For example:

    $ cat << EOF | base 64
    server <NTP-server> iburst1
    stratumweight 0
    driftfile /var/lib/chrony/drift
    rtcsync
    makestep 10 3
    bindcmdaddress 127.0.0.1
    bindcmdaddress ::1
    keyfile /etc/chrony.keys
    commandkey 1
    generatecommandkey
    noclientlog
    logchange 0.5
    logdir /var/log/chrony
    EOF
    1
    Replace <NTP-server> with the IP address of the NTP server. Copy the output.
    [text-in-base-64]
  2. Create a MachineConfig object, replacing the base64 string with the [text-in-base-64] string generated in the output of the previous step. The following example adds the file to the control plane (master) nodes. You can modify the file for worker nodes or make an additional machine config for the worker role.

    $ cat << EOF > ./99_masters-chrony-configuration.yaml
    apiVersion: machineconfiguration.openshift.io/v1
    kind: MachineConfig
    metadata:
      creationTimestamp: null
      labels:
        machineconfiguration.openshift.io/role: master
      name: 99-master-etc-chrony-conf
    spec:
      config:
        ignition:
          config: {}
          security:
            tls: {}
          timeouts: {}
          version: 3.1.0
        networkd: {}
        passwd: {}
        storage:
          files:
          - contents:
              source: data:text/plain;charset=utf-8;base64,[text-in-base-64]1
            group:
              name: root
            mode: 420
            overwrite: true
            path: /etc/chrony.conf
            user:
              name: root
      osImageURL: ""
    1
    Replace [text-in-base-64] with the base64 string.
  3. Make a backup copy of the configuration file. For example:

    $ cp 99_masters-chrony-configuration.yaml 99_masters-chrony-configuration.yaml.backup
  4. Apply the configuration file:

    $ oc apply -f ./masters-chrony-configuration.yaml
  5. Ensure the System clock synchronized value is yes:

    $ sudo timedatectl
                   Local time: Tue 2020-03-10 19:10:02 UTC
               Universal time: Tue 2020-03-10 19:10:02 UTC
                     RTC time: Tue 2020-03-10 19:36:53
                    Time zone: UTC (UTC, +0000)
    System clock synchronized: yes
                  NTP service: active
              RTC in local TZ: no

    To setup clock synchronization prior to deployment, generate the manifest files and add this file to the openshift directory. For example:

    $ cp chrony-masters.yaml ~/clusterconfigs/openshift/99_masters-chrony-configuration.yaml

    Then, continue to create the cluster.

1.4.9. Reviewing the installation

After installation, ensure the installer deployed the nodes and pods successfully.

Procedure

  1. When the OpenShift Container Platform cluster nodes are installed appropriately, the following Ready state is seen within the STATUS column:

    $ oc get nodes
    NAME                   STATUS   ROLES           AGE  VERSION
    master-0.example.com   Ready    master,worker   4h   v1.16.2
    master-1.example.com   Ready    master,worker   4h   v1.16.2
    master-2.example.com   Ready    master,worker   4h   v1.16.2
  2. Confirm the installer deployed all pods successfully. The following command removes any pods that are still running or have completed as part of the output.

    $ oc get pods --all-namespaces | grep -iv running | grep -iv complete

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