Installing on vSphere

OpenShift Container Platform 4.6

Installing OpenShift Container Platform vSphere clusters

Red Hat OpenShift Documentation Team

Abstract

This document provides instructions for installing OpenShift Container Platform clusters on VMware vSphere.

Chapter 1. Installing on vSphere

1.1. Installing a cluster on vSphere

In OpenShift Container Platform version 4.5, you can install a cluster on your VMware vSphere instance by using installer-provisioned infrastructure.

1.1.1. Prerequisites

  • Provision persistent storage for your cluster. To deploy a private image registry, your storage must provide ReadWriteMany access modes.
  • Ensure that your vSphere server has only one datacenter and cluster. If it has multiple datacenters and clusters, it also has multiple default root resource pools, and the worker nodes will not provision during installation.
  • Review details about the OpenShift Container Platform installation and update processes.
  • If you use a firewall, you must configure it to allow the sites that your cluster requires access to.

    Note

    Be sure to also review this site list if you are configuring a proxy.

1.1.2. Internet and Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.5, you require access to the internet to install your cluster. The Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, also requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to the Red Hat OpenShift Cluster Manager (OCM).

Once you confirm that your Red Hat OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually using OCM, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

You must have internet access to:

  • Access the Red Hat OpenShift Cluster Manager page to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the content that is required and use it to populate a mirror registry with the packages that you need to install a cluster and generate the installation program. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

1.1.3. VMware vSphere infrastructure requirements

You must install the OpenShift Container Platform cluster on a VMware vSphere version 6 or 7 instance that meets the requirements for the components that you use.

Table 1.1. Minimum supported vSphere version for VMware components

ComponentMinimum supported versionsDescription

Hypervisor

vSphere 6.5 and later with HW version 13

This version is the minimum version that Red Hat Enterprise Linux CoreOS (RHCOS) supports. See the Red Hat Enterprise Linux 8 supported hypervisors list.

Networking (NSX-T)

vSphere 6.5U3 or vSphere 6.7U2 and later

vSphere 6.5U3 or vSphere 6.7U2+ are required for OpenShift Container Platform. VMware’s NSX Container Plug-in (NCP) 3.0.2 is certified with OpenShift Container Platform 4.6 and NSX-T 3.x+.

Storage with in-tree drivers

vSphere 6.5 and later

This plug-in creates vSphere storage by using the in-tree storage drivers for vSphere included in OpenShift Container Platform and can be used when vSphere CSI drivers are not available.

Storage with vSphere CSI driver

vSphere 6.7U3 and later

This plug-in creates vSphere storage by using the standard Container Storage Interface. The vSphere CSI driver is provided and supported by VMware.

If you use a vSphere version 6.5 instance, consider upgrading to 6.7U3 or 7.0 before you install OpenShift Container Platform.

Important

You must ensure that the time on your ESXi hosts is synchronized before you install OpenShift Container Platform. See Edit Time Configuration for a Host in the VMware documentation.

Important

A limitation of using VPC is that the Storage Distributed Resource Scheduler (SDRS) is not supported. See vSphere Storage for Kubernetes FAQs in the VMware documentation.

1.1.4. vCenter requirements

Before you install an OpenShift Container Platform cluster on your vCenter that uses infrastructure that the installer provisions, you must prepare your environment.

Required vCenter account privileges

To install an OpenShift Container Platform cluster in a vCenter, the installation program requires access to an account with privileges to read and create the required resources. Using an account that has administrative privileges is the simplest way to access all of the necessary permissions.

A user requires the following privileges to install an OpenShift Container Platform cluster:

  • Datastore

    • Allocate space
    • Browse datastore
    • Low level file operations
    • Remove file
  • Folder

    • Create folder
    • Delete folder
  • vSphere Tagging

    • All privileges
  • Network

    • Assign network
  • Resource

    • Assign virtual machine to resource pool
  • Profile-driven storage

    • All privileges
  • vApp

    • All privileges
  • Virtual machine

    • All privileges

For more information about creating an account with only the required privileges, see vSphere Permissions and User Management Tasks in the vSphere documentation.

Cluster resources

When you deploy an OpenShift Container Platform cluster that uses installer-provisioned infrastructure, the installation program must be able to create several resources in your vCenter instance.

A standard OpenShift Container Platform installation creates the following vCenter resources:

  • 1 Folder
  • 1 Tag category
  • 1 Tag
  • Virtual machines:

    • 1 template
    • 1 temporary bootstrap node
    • 3 control plane nodes
    • 3 compute machines

Although these resources use 856 GB of storage, the bootstrap node is destroyed during the cluster installation process. A minimum of 800 GB of storage is required to use a standard cluster.

If you deploy more compute machines, the OpenShift Container Platform cluster will use more storage.

Cluster limits

Available resources vary between clusters. The number of possible clusters within a vCenter is limited primarily by available storage space and any limitations on the number of required resources. Be sure to consider both limitations to the vCenter resources that the cluster creates and the resources that you require to deploy a cluster, such as IP addresses and networks.

Networking requirements

You must use DHCP for the network and ensure that the DHCP server is configured to provide persistent IP addresses and host names to the cluster machines. Additionally, you must create the following networking resources before you install the OpenShift Container Platform cluster:

Required IP Addresses

An installer-provisioned vSphere installation requires two static IP addresses:

  • The API address is used to access the cluster API.
  • The Ingress address is used for cluster ingress traffic.

You must provide these IP addresses to the installation program when you install the OpenShift Container Platform cluster.

DNS records

You must create DNS records for two static IP addresses in the appropriate DNS server for the vCenter instance that hosts your OpenShift Container Platform cluster. In each record, <cluster_name> is the cluster name and <base_domain> is the cluster base domain that you specify when you install the cluster. A complete DNS record takes the form: <component>.<cluster_name>.<base_domain>..

Table 1.2. Required DNS records

ComponentRecordDescription

API VIP

api.<cluster_name>.<base_domain>.

This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

Ingress VIP

*.apps.<cluster_name>.<base_domain>.

A wildcard DNS A/AAAA or CNAME record that points to the load balancer that targets the machines that run the Ingress router pods, which are the worker nodes by default. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

1.1.5. Generating an SSH private key and adding it to the agent

If you want to perform installation debugging or disaster recovery on your cluster, you must provide an SSH key to both your ssh-agent and the installation program. You can use this key to access the bootstrap machine in a public cluster to troubleshoot installation issues.

Note

In a production environment, you require disaster recovery and debugging.

You can use this key to SSH into the master nodes as the user core. When you deploy the cluster, the key is added to the core user’s ~/.ssh/authorized_keys list.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

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 new 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)"

    Example output

    Agent pid 31874

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

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

    Example output

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

    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_rsa

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

1.1.6. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • A computer that runs Linux or macOS, with 500 MB of local disk space

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.

    Important

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

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

    $ tar xvf openshift-install-linux.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.

1.1.7. Adding vCenter root CA certificates to your system trust

Because the installation program requires access to your vCenter’s API, you must add your vCenter’s trusted root CA certificates to your system trust before you install an OpenShift Container Platform cluster.

Procedure

  1. From the vCenter home page, download the vCenter’s root CA certificates. Click Download trusted root CA certificates in the vSphere Web Services SDK section. The <vCenter>/certs/download.zip file downloads.
  2. Extract the compressed file that contains the vCenter root CA certificates. The contents of the compressed file resemble the following file structure:

    certs
    ├── lin
    │   ├── 108f4d17.0
    │   ├── 108f4d17.r1
    │   ├── 7e757f6a.0
    │   ├── 8e4f8471.0
    │   └── 8e4f8471.r0
    ├── mac
    │   ├── 108f4d17.0
    │   ├── 108f4d17.r1
    │   ├── 7e757f6a.0
    │   ├── 8e4f8471.0
    │   └── 8e4f8471.r0
    └── win
        ├── 108f4d17.0.crt
        ├── 108f4d17.r1.crl
        ├── 7e757f6a.0.crt
        ├── 8e4f8471.0.crt
        └── 8e4f8471.r0.crl
    
    3 directories, 15 files
  3. Add the files for your operating system to the system trust. For example, on a Fedora operating system, run the following command:

    # cp certs/lin/* /etc/pki/ca-trust/source/anchors
  4. Update your system trust. For example, on a Fedora operating system, run the following command:

    # update-ca-trust extract

1.1.8. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

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

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Run the installation program:

    $ ./openshift-install create cluster --dir=<installation_directory> \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the directory name to store the files that the installation program creates.
    2
    To view different installation details, specify warn, debug, or error instead of info.
    Important

    Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    Provide values at the prompts:

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

      Note

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

    2. Select vsphere as the platform to target.
    3. Specify the name of your vCenter instance.
    4. Specify the user name and password for the vCenter account that has the required permissions to create the cluster.

      The installation program connects to your vCenter instance.

    5. Select the datacenter in your vCenter instance to connect to.
    6. Select the default vCenter datastore to use.
    7. Select the vCenter cluster to install the OpenShift Container Platform cluster in.
    8. Select the network in the vCenter instance that contains the virtual IP addresses and DNS records that you configured.
    9. Enter the virtual IP address that you configured for control plane API access.
    10. Enter the virtual IP address that you configured for cluster ingress.
    11. Enter the base domain. This base domain must be the same one that you used in the DNS records that you configured.
    12. Enter a descriptive name for your cluster. The cluster name must be the same one that you used in the DNS records that you configured.
    13. Paste the pull secret that you obtained from the Pull Secret page on the Red Hat OpenShift Cluster Manager site.
    Note

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

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

    Important

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

    Important

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

1.1.9. Installing the CLI by downloading the binary

You can install the OpenShift CLI (oc) in order to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.5. Download and install the new version of oc.

1.1.9.1. Installing the CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Linux from the drop-down menu and click Download command-line tools.
  4. Unpack the archive:

    $ tar xvzf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.1.9.2. Installing the CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Windows from the drop-down menu and click Download command-line tools.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the CLI, it is available using the oc command:

C:\> oc <command>

1.1.9.3. Installing the CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select MacOS from the drop-down menu and click Download command-line tools.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.1.10. Logging in to the cluster

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

Prerequisites

  • Deploy an OpenShift Container Platform cluster.
  • Install the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

1.1.11. Creating registry storage

After you install the cluster, you must create storage for the registry Operator.

1.1.11.1. Image registry removed during installation

On platforms that do not provide shareable object storage, the OpenShift Image Registry Operator bootstraps itself as Removed. This allows openshift-installer to complete installations on these platform types.

After installation, you must edit the Image Registry Operator configuration to switch the managementState from Removed to Managed.

Note

The Prometheus console provides an ImageRegistryRemoved alert, for example:

"Image Registry has been removed. ImageStreamTags, BuildConfigs and DeploymentConfigs which reference ImageStreamTags may not work as expected. Please configure storage and update the config to Managed state by editing configs.imageregistry.operator.openshift.io."

1.1.11.2. Image registry storage configuration

The image-registry Operator is not initially available for platforms that do not provide default storage. After installation, you must configure your registry to use storage so that the Registry Operator is made available.

Instructions are shown for configuring a PersistentVolume, which is required for production clusters. Where applicable, instructions are shown for configuring an empty directory as the storage location, which is available for only non-production clusters.

Additional instructions are provided for allowing the image registry to use block storage types by using the Recreate rollout strategy during upgrades.

1.1.11.2.1. Configuring registry storage for VMware vSphere

As a cluster administrator, following installation you must configure your registry to use storage.

Prerequisites

  • Cluster administrator permissions.
  • A cluster on VMware vSphere.
  • Persistent storage provisioned for your cluster, such as Red Hat OpenShift Container Storage.

    Important

    OpenShift Container Platform supports ReadWriteOnce access for image registry storage when you have only one replica. To deploy an image registry that supports high availability with two or more replicas, ReadWriteMany access is required.

  • Must have "100Gi" capacity.
Important

Testing shows issues with using the NFS server on RHEL as storage backend for core services. This includes the OpenShift Container Registry and Quay, Prometheus for monitoring storage, and Elasticsearch for logging storage. Therefore, using RHEL NFS to back PVs used by core services is not recommended.

Other NFS implementations on the marketplace might not have these issues. Contact the individual NFS implementation vendor for more information on any testing that was possibly completed against these OpenShift Container Platform core components.

Procedure

  1. To configure your registry to use storage, change the spec.storage.pvc in the configs.imageregistry/cluster resource.

    Note

    When using shared storage, review your security settings to prevent outside access.

  2. Verify that you do not have a registry Pod:

    $ oc get pod -n openshift-image-registry
    Note

    If the storage type is emptyDIR, the replica number cannot be greater than 1.

  3. Check the registry configuration:

    $ oc edit configs.imageregistry.operator.openshift.io

    Example output

    storage:
      pvc:
        claim: 1

    1
    Leave the claim field blank to allow the automatic creation of an image-registry-storage PVC.
  4. Check the clusteroperator status:

    $ oc get clusteroperator image-registry
1.1.11.2.2. Configuring block registry storage for VMware vSphere

To allow the image registry to use block storage types such as vSphere Virtual Machine Disk (VMDK) during upgrades as a cluster administrator, you can use the Recreate rollout strategy.

Important

Block storage volumes are supported but not recommended for use with image registry on production clusters. An installation where the registry is configured on block storage is not highly available because the registry cannot have more than one replica.

Procedure

  1. To set the image registry storage as a block storage type, patch the registry so that it uses the Recreate rollout strategy and runs with only 1 replica:

    $ oc patch config.imageregistry.operator.openshift.io/cluster --type=merge -p '{"spec":{"rolloutStrategy":"Recreate","replicas":1}}'
  2. Provision the PV for the block storage device, and create a PVC for that volume. The requested block volume uses the ReadWriteOnce (RWO) access mode.

    1. Create a pvc.yaml file with the following contents to define a VMware vSphere PersistentVolumeClaim:

      kind: PersistentVolumeClaim
      apiVersion: v1
      metadata:
        name: image-registry-storage 1
      spec:
        accessModes:
        - ReadWriteOnce 2
        resources:
          requests:
            storage: 100Gi 3
      1
      A unique name that represents the PersistentVolumeClaim.
      2
      The access mode of the PersistentVolumeClaim. With ReadWriteOnce, the volume can be mounted with read and write permissions by a single node.
      3
      The size of the PersistentVolumeClaim.
    2. Create the PersistentVolumeClaim from the file:

      $ oc create -f pvc.yaml
  3. Edit the registry configuration so that it references the correct PVC:

    $ oc edit config.imageregistry.operator.openshift.io -o yaml

    Example output

    storage:
      pvc:
        claim: 1

    1
    Creating a custom PVC allows you to leave the claim field blank for the default automatic creation of an image-registry-storage PVC.

For instructions about configuring registry storage so that it references the correct PVC, see Configuring the registry for vSphere.

1.1.12. Backing up VMware vSphere volumes

OpenShift Container Platform provisions new volumes as independent persistent disks to freely attach and detach the volume on any node in the cluster. As a consequence, it is not possible to back up volumes that use snapshots, or to restore volumes from snapshots. See Snapshot Limitations for more information.

Procedure

To create a backup of persistent volumes:

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

1.1.13. Next steps

1.2. Installing a cluster on vSphere with customizations

In OpenShift Container Platform version 4.5, you can install a cluster on your VMware vSphere instance by using installer-provisioned infrastructure. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

1.2.1. Prerequisites

  • Provision persistent storage for your cluster. To deploy a private image registry, your storage must provide ReadWriteMany access modes.
  • Ensure that your vSphere server has only one datacenter and cluster. If it has multiple datacenters and clusters, it also has multiple default root resource pools, and the worker nodes will not provision during installation.
  • Review details about the OpenShift Container Platform installation and update processes.
  • If you use a firewall, you must configure it to allow the sites that your cluster requires access to.

    Note

    Be sure to also review this site list if you are configuring a proxy.

1.2.2. Internet and Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.5, you require access to the internet to install your cluster. The Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, also requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to the Red Hat OpenShift Cluster Manager (OCM).

Once you confirm that your Red Hat OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually using OCM, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

You must have internet access to:

  • Access the Red Hat OpenShift Cluster Manager page to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the content that is required and use it to populate a mirror registry with the packages that you need to install a cluster and generate the installation program. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

1.2.3. VMware vSphere infrastructure requirements

You must install the OpenShift Container Platform cluster on a VMware vSphere version 6 or 7 instance that meets the requirements for the components that you use.

Table 1.3. Minimum supported vSphere version for VMware components

ComponentMinimum supported versionsDescription

Hypervisor

vSphere 6.5 and later with HW version 13

This version is the minimum version that Red Hat Enterprise Linux CoreOS (RHCOS) supports. See the Red Hat Enterprise Linux 8 supported hypervisors list.

Networking (NSX-T)

vSphere 6.5U3 or vSphere 6.7U2 and later

vSphere 6.5U3 or vSphere 6.7U2+ are required for OpenShift Container Platform. VMware’s NSX Container Plug-in (NCP) 3.0.2 is certified with OpenShift Container Platform 4.6 and NSX-T 3.x+.

Storage with in-tree drivers

vSphere 6.5 and later

This plug-in creates vSphere storage by using the in-tree storage drivers for vSphere included in OpenShift Container Platform and can be used when vSphere CSI drivers are not available.

Storage with vSphere CSI driver

vSphere 6.7U3 and later

This plug-in creates vSphere storage by using the standard Container Storage Interface. The vSphere CSI driver is provided and supported by VMware.

If you use a vSphere version 6.5 instance, consider upgrading to 6.7U3 or 7.0 before you install OpenShift Container Platform.

Important

You must ensure that the time on your ESXi hosts is synchronized before you install OpenShift Container Platform. See Edit Time Configuration for a Host in the VMware documentation.

Important

A limitation of using VPC is that the Storage Distributed Resource Scheduler (SDRS) is not supported. See vSphere Storage for Kubernetes FAQs in the VMware documentation.

1.2.4. vCenter requirements

Before you install an OpenShift Container Platform cluster on your vCenter that uses infrastructure that the installer provisions, you must prepare your environment.

Required vCenter account privileges

To install an OpenShift Container Platform cluster in a vCenter, the installation program requires access to an account with privileges to read and create the required resources. Using an account that has administrative privileges is the simplest way to access all of the necessary permissions.

A user requires the following privileges to install an OpenShift Container Platform cluster:

  • Datastore

    • Allocate space
    • Browse datastore
    • Low level file operations
    • Remove file
  • Folder

    • Create folder
    • Delete folder
  • vSphere Tagging

    • All privileges
  • Network

    • Assign network
  • Resource

    • Assign virtual machine to resource pool
  • Profile-driven storage

    • All privileges
  • vApp

    • All privileges
  • Virtual machine

    • All privileges

For more information about creating an account with only the required privileges, see vSphere Permissions and User Management Tasks in the vSphere documentation.

Cluster resources

When you deploy an OpenShift Container Platform cluster that uses installer-provisioned infrastructure, the installation program must be able to create several resources in your vCenter instance.

A standard OpenShift Container Platform installation creates the following vCenter resources:

  • 1 Folder
  • 1 Tag category
  • 1 Tag
  • Virtual machines:

    • 1 template
    • 1 temporary bootstrap node
    • 3 control plane nodes
    • 3 compute machines

Although these resources use 856 GB of storage, the bootstrap node is destroyed during the cluster installation process. A minimum of 800 GB of storage is required to use a standard cluster.

If you deploy more compute machines, the OpenShift Container Platform cluster will use more storage.

Cluster limits

Available resources vary between clusters. The number of possible clusters within a vCenter is limited primarily by available storage space and any limitations on the number of required resources. Be sure to consider both limitations to the vCenter resources that the cluster creates and the resources that you require to deploy a cluster, such as IP addresses and networks.

Networking requirements

You must use DHCP for the network and ensure that the DHCP server is configured to provide persistent IP addresses and host names to the cluster machines. Additionally, you must create the following networking resources before you install the OpenShift Container Platform cluster:

Required IP Addresses

An installer-provisioned vSphere installation requires two static IP addresses:

  • The API address is used to access the cluster API.
  • The Ingress address is used for cluster ingress traffic.

You must provide these IP addresses to the installation program when you install the OpenShift Container Platform cluster.

DNS records

You must create DNS records for two static IP addresses in the appropriate DNS server for the vCenter instance that hosts your OpenShift Container Platform cluster. In each record, <cluster_name> is the cluster name and <base_domain> is the cluster base domain that you specify when you install the cluster. A complete DNS record takes the form: <component>.<cluster_name>.<base_domain>..

Table 1.4. Required DNS records

ComponentRecordDescription

API VIP

api.<cluster_name>.<base_domain>.

This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

Ingress VIP

*.apps.<cluster_name>.<base_domain>.

A wildcard DNS A/AAAA or CNAME record that points to the load balancer that targets the machines that run the Ingress router pods, which are the worker nodes by default. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

1.2.5. Generating an SSH private key and adding it to the agent

If you want to perform installation debugging or disaster recovery on your cluster, you must provide an SSH key to both your ssh-agent and the installation program. You can use this key to access the bootstrap machine in a public cluster to troubleshoot installation issues.

Note

In a production environment, you require disaster recovery and debugging.

You can use this key to SSH into the master nodes as the user core. When you deploy the cluster, the key is added to the core user’s ~/.ssh/authorized_keys list.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

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 new 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)"

    Example output

    Agent pid 31874

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

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

    Example output

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

    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_rsa

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

1.2.6. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • A computer that runs Linux or macOS, with 500 MB of local disk space

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.

    Important

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

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

    $ tar xvf openshift-install-linux.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.

1.2.7. Adding vCenter root CA certificates to your system trust

Because the installation program requires access to your vCenter’s API, you must add your vCenter’s trusted root CA certificates to your system trust before you install an OpenShift Container Platform cluster.

Procedure

  1. From the vCenter home page, download the vCenter’s root CA certificates. Click Download trusted root CA certificates in the vSphere Web Services SDK section. The <vCenter>/certs/download.zip file downloads.
  2. Extract the compressed file that contains the vCenter root CA certificates. The contents of the compressed file resemble the following file structure:

    certs
    ├── lin
    │   ├── 108f4d17.0
    │   ├── 108f4d17.r1
    │   ├── 7e757f6a.0
    │   ├── 8e4f8471.0
    │   └── 8e4f8471.r0
    ├── mac
    │   ├── 108f4d17.0
    │   ├── 108f4d17.r1
    │   ├── 7e757f6a.0
    │   ├── 8e4f8471.0
    │   └── 8e4f8471.r0
    └── win
        ├── 108f4d17.0.crt
        ├── 108f4d17.r1.crl
        ├── 7e757f6a.0.crt
        ├── 8e4f8471.0.crt
        └── 8e4f8471.r0.crl
    
    3 directories, 15 files
  3. Add the files for your operating system to the system trust. For example, on a Fedora operating system, run the following command:

    # cp certs/lin/* /etc/pki/ca-trust/source/anchors
  4. Update your system trust. For example, on a Fedora operating system, run the following command:

    # update-ca-trust extract

1.2.8. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on VMware vSphere.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create the install-config.yaml file.

    1. Run the following command:

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

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

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

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

        Note

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

      2. Select vsphere as the platform to target.
      3. Specify the name of your vCenter instance.
      4. Specify the user name and password for the vCenter account that has the required permissions to create the cluster.

        The installation program connects to your vCenter instance.

      5. Select the datacenter in your vCenter instance to connect to.
      6. Select the default vCenter datastore to use.
      7. Select the vCenter cluster to install the OpenShift Container Platform cluster in.
      8. Select the network in the vCenter instance that contains the virtual IP addresses and DNS records that you configured.
      9. Enter the virtual IP address that you configured for control plane API access.
      10. Enter the virtual IP address that you configured for cluster ingress.
      11. Enter the base domain. This base domain must be the same one that you used in the DNS records that you configured.
      12. Enter a descriptive name for your cluster. The cluster name must be the same one that you used in the DNS records that you configured.
      13. Paste the pull secret that you obtained from the Pull Secret page on the Red Hat OpenShift Cluster Manager site.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the Installation configuration parameters section.
  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 installation process. If you want to reuse the file, you must back it up now.

1.2.8.1. Installation configuration parameters

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

Note

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

Table 1.5. Required parameters

ParameterDescriptionValues

apiVersion

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

String

baseDomain

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

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

metadata

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

Object

metadata.name

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

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: aws, baremetal, azure, openstack, ovirt, vsphere. For additional information about platform.<platform> parameters, consult the following table for your specific platform.

Object

pullSecret

Get this pull secret from https://cloud.redhat.com/openshift/install/pull-secret to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}

Table 1.6. Optional parameters

ParameterDescriptionValues

additionalTrustBundle

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

String

compute

The configuration for the machines that comprise the compute nodes.

Array of machine-pool objects. For details, see the following "Machine-pool" table.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, heteregeneous clusters are not supported, so all pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

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

Important

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

Enabled or Disabled

compute.name

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

worker

compute.platform

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

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

compute.replicas

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

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

controlPlane

The configuration for the machines that comprise the control plane.

Array of machine-pool objects. For details, see the following "Machine-pool" table.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, heteregeneous clusters are not supported, so all pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

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

Important

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

Enabled or Disabled

controlPlane.name

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

master

controlPlane.platform

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

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

controlPlane.replicas

The number of control plane machines to provision.

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

credentialsMode

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

Note

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

Mint, Passthrough, Manual, or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

false or true

imageContentSources

Sources and repositories for the release-image content.

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

imageContentSources.source

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

String

imageContentSources.mirrors

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

Array of strings

networking

The configuration for the Pod network provider in the cluster.

Object

networking.clusterNetwork

The IP address pools for pods. The default is 10.128.0.0/14 with a host prefix of /23.

Array of objects

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. The IP block address pool.

IP network. IP networks are represented as strings using Classless Inter-Domain Routing (CIDR) notation with a traditional IP address or network number, followed by the forward slash (/) character, followed by a decimal value between 0 and 32 that describes the number of significant bits. For example, 10.0.0.0/16 represents IP addresses 10.0.0.0 through 10.0.255.255.

networking.clusterNetwork.hostPrefix

Required if you use networking.clusterNetwork. The prefix size to allocate to each node from the CIDR. For example, 24 would allocate 2^8=256 adresses to each node.

Integer

networking.machineNetwork

The IP address pools for machines.

Array of objects

networking.machineNetwork.cidr

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

IP network. IP networks are represented as strings using Classless Inter-Domain Routing (CIDR) notation with a traditional IP address or network number, followed by the forward slash (/) character, followed by a decimal value between 0 and 32 that describes the number of significant bits. For example, 10.0.0.0/16 represents IP addresses 10.0.0.0 through 10.0.255.255.

networking.networkType

The type of network to install. The default is OpenShiftSDN.

String

networking.serviceNetwork

The IP address pools for services. The default is 172.30.0.0/16.

Array of IP networks. IP networks are represented as strings using Classless Inter-Domain Routing (CIDR) notation with a traditional IP address or network number, followed by the forward slash (/) character, followed by a decimal value between 0 and 32 that describes the number of significant bits. For example, 10.0.0.0/16 represents IP addresses 10.0.0.0 through 10.0.255.255.

publish

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

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

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

Note

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

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>

Table 1.7. Additional VMware vSphere cluster parameters

ParameterDescriptionValues

platform.vsphere.vCenter

The fully-qualified host name or IP address of the vCenter server.

String

platform.vsphere.username

The user name to use to connect to the vCenter instance with. This user must have at least the roles and privileges that are required for static or dynamic persistent volume provisioning in vSphere.

String.

platform.vsphere.password

The password for the vCenter user name.

String.

platform.vsphere.datacenter

The name of the datacenter to use in the vCenter instance.

String.

platform.vsphere.defaultDatastore

The name of the default datastore to use for provisioning volumes.

String.

platform.vsphere.folder

Optional. The absolute path of an existing folder where the installation program creates the virtual machines. If you do not provide this value, the installation program creates a folder that is named with the infrastructure ID in the datacenter virtual machine folder.

String, for example, /<datacenter_name>/vm/<folder_name>/<subfolder_name>.

platform.vsphere.network

The network in the vCenter instance that contains the virtual IP addresses and DNS records that you configured.

String.

platform.vsphere.cluster

The vCenter cluster to install the OpenShift Container Platform cluster in.

String.

platform.vsphere.apiVIP

The virtual IP (VIP) address that you configured for control plane API access.

An IP address, for example 128.0.0.1.

platform.vsphere.ingressVIP

The virtual IP (VIP) address that you configured for cluster ingress.

An IP address, for example 128.0.0.1.

Table 1.8. Optional VMware vSphere machine pool parameters

ParameterDescriptionValues

platform.vsphere.osDisk.diskSizeGB

The size of the disk in gigabytes.

Integer.

platform.vsphere.cpus

The total number of virtual processor cores to assign a virtual machine.

Integer.

platform.vsphere.coresPerSocket

The number of cores per socket in a virtual machine. The number of virtual CPUs (vCPUs) on the virtual machine is platform.vsphere.cpus/platform.vsphere.coresPerSocket. The default value is 1

Integer.

platform.vsphere.memoryMB

The size of a virtual machine’s memory in megabytes..

Integer.

1.2.8.2. Sample install-config.yaml file for an installer-provisioned VMware vSphere cluster

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

apiVersion: v1
baseDomain: example.com 1
compute: 2
- hyperthreading: Enabled 3
  name: worker
  replicas: 3
  platform:
    vsphere: 4
      cpus: 2
      coresPerSocket: 2
      memoryMB: 8196
      osDisk:
        diskSizeGB: 120
controlPlane: 5
  hyperthreading: Enabled 6
  name: master
  replicas: 3
  platform:
    vsphere: 7
      cpus: 4
      coresPerSocket: 2
      memoryMB: 16384
      osDisk:
        diskSizeGB: 120
metadata:
  name: cluster 8
platform:
  vsphere:
    vcenter: your.vcenter.server
    username: username
    password: password
    datacenter: datacenter
    defaultDatastore: datastore
    folder: folder
    network: VM_Network
    cluster: vsphere_cluster_name
    apiVIP: api_vip
    ingressVIP: ingress_vip
fips: false
pullSecret: '{"auths":{"<mirror_registry>": {"auth": "<credentials>","email": "you@example.com"}}}'
sshKey: 'ssh-ed25519 AAAA...'
1
The base domain of the cluster. All DNS records must be sub-domains of this base and include the cluster name.
2 5
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Although both sections currently define a single machine pool, it is possible that future versions of OpenShift Container Platform will support defining multiple compute pools during installation. Only one control plane pool is used.
3 6
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Your machines must use at least 8 CPUs and 32 GB of RAM if you disable simultaneous multithreading.

4 7
Optional: Provide additional configuration for the machine pool parameters for the compute and control plane machines.
8
The cluster name that you specified in your DNS records.

1.2.9. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

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

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Run the installation program:

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

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

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

    Important

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

    Important

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

1.2.10. Installing the CLI by downloading the binary

You can install the OpenShift CLI (oc) in order to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.5. Download and install the new version of oc.

1.2.10.1. Installing the CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Linux from the drop-down menu and click Download command-line tools.
  4. Unpack the archive:

    $ tar xvzf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.2.10.2. Installing the CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Windows from the drop-down menu and click Download command-line tools.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the CLI, it is available using the oc command:

C:\> oc <command>

1.2.10.3. Installing the CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select MacOS from the drop-down menu and click Download command-line tools.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.2.11. Logging in to the cluster

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

Prerequisites

  • Deploy an OpenShift Container Platform cluster.
  • Install the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

1.2.12. Creating registry storage

After you install the cluster, you must create storage for the registry Operator.

1.2.12.1. Image registry removed during installation

On platforms that do not provide shareable object storage, the OpenShift Image Registry Operator bootstraps itself as Removed. This allows openshift-installer to complete installations on these platform types.

After installation, you must edit the Image Registry Operator configuration to switch the managementState from Removed to Managed.

Note

The Prometheus console provides an ImageRegistryRemoved alert, for example:

"Image Registry has been removed. ImageStreamTags, BuildConfigs and DeploymentConfigs which reference ImageStreamTags may not work as expected. Please configure storage and update the config to Managed state by editing configs.imageregistry.operator.openshift.io."

1.2.12.2. Image registry storage configuration

The image-registry Operator is not initially available for platforms that do not provide default storage. After installation, you must configure your registry to use storage so that the Registry Operator is made available.

Instructions are shown for configuring a PersistentVolume, which is required for production clusters. Where applicable, instructions are shown for configuring an empty directory as the storage location, which is available for only non-production clusters.

Additional instructions are provided for allowing the image registry to use block storage types by using the Recreate rollout strategy during upgrades.

1.2.12.2.1. Configuring registry storage for VMware vSphere

As a cluster administrator, following installation you must configure your registry to use storage.

Prerequisites

  • Cluster administrator permissions.
  • A cluster on VMware vSphere.
  • Persistent storage provisioned for your cluster, such as Red Hat OpenShift Container Storage.

    Important

    OpenShift Container Platform supports ReadWriteOnce access for image registry storage when you have only one replica. To deploy an image registry that supports high availability with two or more replicas, ReadWriteMany access is required.

  • Must have "100Gi" capacity.
Important

Testing shows issues with using the NFS server on RHEL as storage backend for core services. This includes the OpenShift Container Registry and Quay, Prometheus for monitoring storage, and Elasticsearch for logging storage. Therefore, using RHEL NFS to back PVs used by core services is not recommended.

Other NFS implementations on the marketplace might not have these issues. Contact the individual NFS implementation vendor for more information on any testing that was possibly completed against these OpenShift Container Platform core components.

Procedure

  1. To configure your registry to use storage, change the spec.storage.pvc in the configs.imageregistry/cluster resource.

    Note

    When using shared storage, review your security settings to prevent outside access.

  2. Verify that you do not have a registry Pod:

    $ oc get pod -n openshift-image-registry
    Note

    If the storage type is emptyDIR, the replica number cannot be greater than 1.

  3. Check the registry configuration:

    $ oc edit configs.imageregistry.operator.openshift.io

    Example output

    storage:
      pvc:
        claim: 1

    1
    Leave the claim field blank to allow the automatic creation of an image-registry-storage PVC.
  4. Check the clusteroperator status:

    $ oc get clusteroperator image-registry
1.2.12.2.2. Configuring block registry storage for VMware vSphere

To allow the image registry to use block storage types such as vSphere Virtual Machine Disk (VMDK) during upgrades as a cluster administrator, you can use the Recreate rollout strategy.

Important

Block storage volumes are supported but not recommended for use with image registry on production clusters. An installation where the registry is configured on block storage is not highly available because the registry cannot have more than one replica.

Procedure

  1. To set the image registry storage as a block storage type, patch the registry so that it uses the Recreate rollout strategy and runs with only 1 replica:

    $ oc patch config.imageregistry.operator.openshift.io/cluster --type=merge -p '{"spec":{"rolloutStrategy":"Recreate","replicas":1}}'
  2. Provision the PV for the block storage device, and create a PVC for that volume. The requested block volume uses the ReadWriteOnce (RWO) access mode.

    1. Create a pvc.yaml file with the following contents to define a VMware vSphere PersistentVolumeClaim:

      kind: PersistentVolumeClaim
      apiVersion: v1
      metadata:
        name: image-registry-storage 1
      spec:
        accessModes:
        - ReadWriteOnce 2
        resources:
          requests:
            storage: 100Gi 3
      1
      A unique name that represents the PersistentVolumeClaim.
      2
      The access mode of the PersistentVolumeClaim. With ReadWriteOnce, the volume can be mounted with read and write permissions by a single node.
      3
      The size of the PersistentVolumeClaim.
    2. Create the PersistentVolumeClaim from the file:

      $ oc create -f pvc.yaml
  3. Edit the registry configuration so that it references the correct PVC:

    $ oc edit config.imageregistry.operator.openshift.io -o yaml

    Example output

    storage:
      pvc:
        claim: 1

    1
    Creating a custom PVC allows you to leave the claim field blank for the default automatic creation of an image-registry-storage PVC.

For instructions about configuring registry storage so that it references the correct PVC, see Configuring the registry for vSphere.

1.2.13. Backing up VMware vSphere volumes

OpenShift Container Platform provisions new volumes as independent persistent disks to freely attach and detach the volume on any node in the cluster. As a consequence, it is not possible to back up volumes that use snapshots, or to restore volumes from snapshots. See Snapshot Limitations for more information.

Procedure

To create a backup of persistent volumes:

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

1.2.14. Next steps

1.3. Installing a cluster on vSphere with network customizations

In OpenShift Container Platform version 4.5, you can install a cluster on your VMware vSphere instance by using installer-provisioned infrastructure with customized network configuration options. By customizing your network configuration, your cluster can coexist with existing IP address allocations in your environment and integrate with existing MTU and VXLAN configurations. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

You must set most of the network configuration parameters during installation, and you can modify only kubeProxy configuration parameters in a running cluster.

1.3.1. Prerequisites

  • Provision persistent storage for your cluster. To deploy a private image registry, your storage must provide ReadWriteMany access modes.
  • Ensure that your vSphere server has only one datacenter and cluster. If it has multiple datacenters and clusters, it also has multiple default root resource pools, and the worker nodes will not provision during installation.
  • Review details about the OpenShift Container Platform installation and update processes.
  • If you use a firewall, you must configure it to allow the sites that your cluster requires access to.

    Note

    Be sure to also review this site list if you are configuring a proxy.

1.3.2. Internet and Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.5, you require access to the internet to install your cluster. The Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, also requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to the Red Hat OpenShift Cluster Manager (OCM).

Once you confirm that your Red Hat OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually using OCM, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

You must have internet access to:

  • Access the Red Hat OpenShift Cluster Manager page to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the content that is required and use it to populate a mirror registry with the packages that you need to install a cluster and generate the installation program. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

1.3.3. VMware vSphere infrastructure requirements

You must install the OpenShift Container Platform cluster on a VMware vSphere version 6 or 7 instance that meets the requirements for the components that you use.

Table 1.9. Minimum supported vSphere version for VMware components

ComponentMinimum supported versionsDescription

Hypervisor

vSphere 6.5 and later with HW version 13

This version is the minimum version that Red Hat Enterprise Linux CoreOS (RHCOS) supports. See the Red Hat Enterprise Linux 8 supported hypervisors list.

Networking (NSX-T)

vSphere 6.5U3 or vSphere 6.7U2 and later

vSphere 6.5U3 or vSphere 6.7U2+ are required for OpenShift Container Platform. VMware’s NSX Container Plug-in (NCP) 3.0.2 is certified with OpenShift Container Platform 4.6 and NSX-T 3.x+.

Storage with in-tree drivers

vSphere 6.5 and later

This plug-in creates vSphere storage by using the in-tree storage drivers for vSphere included in OpenShift Container Platform and can be used when vSphere CSI drivers are not available.

Storage with vSphere CSI driver

vSphere 6.7U3 and later

This plug-in creates vSphere storage by using the standard Container Storage Interface. The vSphere CSI driver is provided and supported by VMware.

If you use a vSphere version 6.5 instance, consider upgrading to 6.7U3 or 7.0 before you install OpenShift Container Platform.

Important

You must ensure that the time on your ESXi hosts is synchronized before you install OpenShift Container Platform. See Edit Time Configuration for a Host in the VMware documentation.

Important

A limitation of using VPC is that the Storage Distributed Resource Scheduler (SDRS) is not supported. See vSphere Storage for Kubernetes FAQs in the VMware documentation.

1.3.4. vCenter requirements

Before you install an OpenShift Container Platform cluster on your vCenter that uses infrastructure that the installer provisions, you must prepare your environment.

Required vCenter account privileges

To install an OpenShift Container Platform cluster in a vCenter, the installation program requires access to an account with privileges to read and create the required resources. Using an account that has administrative privileges is the simplest way to access all of the necessary permissions.

A user requires the following privileges to install an OpenShift Container Platform cluster:

  • Datastore

    • Allocate space
    • Browse datastore
    • Low level file operations
    • Remove file
  • Folder

    • Create folder
    • Delete folder
  • vSphere Tagging

    • All privileges
  • Network

    • Assign network
  • Resource

    • Assign virtual machine to resource pool
  • Profile-driven storage

    • All privileges
  • vApp

    • All privileges
  • Virtual machine

    • All privileges

For more information about creating an account with only the required privileges, see vSphere Permissions and User Management Tasks in the vSphere documentation.

Cluster resources

When you deploy an OpenShift Container Platform cluster that uses installer-provisioned infrastructure, the installation program must be able to create several resources in your vCenter instance.

A standard OpenShift Container Platform installation creates the following vCenter resources:

  • 1 Folder
  • 1 Tag category
  • 1 Tag
  • Virtual machines:

    • 1 template
    • 1 temporary bootstrap node
    • 3 control plane nodes
    • 3 compute machines

Although these resources use 856 GB of storage, the bootstrap node is destroyed during the cluster installation process. A minimum of 800 GB of storage is required to use a standard cluster.

If you deploy more compute machines, the OpenShift Container Platform cluster will use more storage.

Cluster limits

Available resources vary between clusters. The number of possible clusters within a vCenter is limited primarily by available storage space and any limitations on the number of required resources. Be sure to consider both limitations to the vCenter resources that the cluster creates and the resources that you require to deploy a cluster, such as IP addresses and networks.

Networking requirements

You must use DHCP for the network and ensure that the DHCP server is configured to provide persistent IP addresses and host names to the cluster machines. Additionally, you must create the following networking resources before you install the OpenShift Container Platform cluster:

Required IP Addresses

An installer-provisioned vSphere installation requires two static IP addresses:

  • The API address is used to access the cluster API.
  • The Ingress address is used for cluster ingress traffic.

You must provide these IP addresses to the installation program when you install the OpenShift Container Platform cluster.

DNS records

You must create DNS records for two static IP addresses in the appropriate DNS server for the vCenter instance that hosts your OpenShift Container Platform cluster. In each record, <cluster_name> is the cluster name and <base_domain> is the cluster base domain that you specify when you install the cluster. A complete DNS record takes the form: <component>.<cluster_name>.<base_domain>..

Table 1.10. Required DNS records

ComponentRecordDescription

API VIP

api.<cluster_name>.<base_domain>.

This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

Ingress VIP

*.apps.<cluster_name>.<base_domain>.

A wildcard DNS A/AAAA or CNAME record that points to the load balancer that targets the machines that run the Ingress router pods, which are the worker nodes by default. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

1.3.5. Generating an SSH private key and adding it to the agent

If you want to perform installation debugging or disaster recovery on your cluster, you must provide an SSH key to both your ssh-agent and the installation program. You can use this key to access the bootstrap machine in a public cluster to troubleshoot installation issues.

Note

In a production environment, you require disaster recovery and debugging.

You can use this key to SSH into the master nodes as the user core. When you deploy the cluster, the key is added to the core user’s ~/.ssh/authorized_keys list.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

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 new 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)"

    Example output

    Agent pid 31874

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

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

    Example output

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

    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_rsa

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

1.3.6. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • A computer that runs Linux or macOS, with 500 MB of local disk space

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.

    Important

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

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

    $ tar xvf openshift-install-linux.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.

1.3.7. Adding vCenter root CA certificates to your system trust

Because the installation program requires access to your vCenter’s API, you must add your vCenter’s trusted root CA certificates to your system trust before you install an OpenShift Container Platform cluster.

Procedure

  1. From the vCenter home page, download the vCenter’s root CA certificates. Click Download trusted root CA certificates in the vSphere Web Services SDK section. The <vCenter>/certs/download.zip file downloads.
  2. Extract the compressed file that contains the vCenter root CA certificates. The contents of the compressed file resemble the following file structure:

    certs
    ├── lin
    │   ├── 108f4d17.0
    │   ├── 108f4d17.r1
    │   ├── 7e757f6a.0
    │   ├── 8e4f8471.0
    │   └── 8e4f8471.r0
    ├── mac
    │   ├── 108f4d17.0
    │   ├── 108f4d17.r1
    │   ├── 7e757f6a.0
    │   ├── 8e4f8471.0
    │   └── 8e4f8471.r0
    └── win
        ├── 108f4d17.0.crt
        ├── 108f4d17.r1.crl
        ├── 7e757f6a.0.crt
        ├── 8e4f8471.0.crt
        └── 8e4f8471.r0.crl
    
    3 directories, 15 files
  3. Add the files for your operating system to the system trust. For example, on a Fedora operating system, run the following command:

    # cp certs/lin/* /etc/pki/ca-trust/source/anchors
  4. Update your system trust. For example, on a Fedora operating system, run the following command:

    # update-ca-trust extract

1.3.8. Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on VMware vSphere.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Create the install-config.yaml file.

    1. Run the following command:

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

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

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

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

        Note

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

      2. Select vsphere as the platform to target.
      3. Specify the name of your vCenter instance.
      4. Specify the user name and password for the vCenter account that has the required permissions to create the cluster.

        The installation program connects to your vCenter instance.

      5. Select the datacenter in your vCenter instance to connect to.
      6. Select the default vCenter datastore to use.
      7. Select the vCenter cluster to install the OpenShift Container Platform cluster in.
      8. Select the network in the vCenter instance that contains the virtual IP addresses and DNS records that you configured.
      9. Enter the virtual IP address that you configured for control plane API access.
      10. Enter the virtual IP address that you configured for cluster ingress.
      11. Enter the base domain. This base domain must be the same one that you used in the DNS records that you configured.
      12. Enter a descriptive name for your cluster. The cluster name must be the same one that you used in the DNS records that you configured.
      13. Paste the pull secret that you obtained from the Pull Secret page on the Red Hat OpenShift Cluster Manager site.
  2. Modify the install-config.yaml file. You can find more information about the available parameters in the Installation configuration parameters section.
  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 installation process. If you want to reuse the file, you must back it up now.

1.3.8.1. Installation configuration parameters

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

Note

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

Table 1.11. Required parameters

ParameterDescriptionValues

apiVersion

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

String

baseDomain

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

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

metadata

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

Object

metadata.name

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

String of lowercase letters, hyphens (-), and periods (.), such as dev.

platform

The configuration for the specific platform upon which to perform the installation: aws, baremetal, azure, openstack, ovirt, vsphere. For additional information about platform.<platform> parameters, consult the following table for your specific platform.

Object

pullSecret

Get this pull secret from https://cloud.redhat.com/openshift/install/pull-secret to authenticate downloading container images for OpenShift Container Platform components from services such as Quay.io.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}

Table 1.12. Optional parameters

ParameterDescriptionValues

additionalTrustBundle

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

String

compute

The configuration for the machines that comprise the compute nodes.

Array of machine-pool objects. For details, see the following "Machine-pool" table.

compute.architecture

Determines the instruction set architecture of the machines in the pool. Currently, heteregeneous clusters are not supported, so all pools must specify the same architecture. Valid values are amd64 (the default).

String

compute.hyperthreading

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

Important

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

Enabled or Disabled

compute.name

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

worker

compute.platform

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

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

compute.replicas

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

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

controlPlane

The configuration for the machines that comprise the control plane.

Array of machine-pool objects. For details, see the following "Machine-pool" table.

controlPlane.architecture

Determines the instruction set architecture of the machines in the pool. Currently, heteregeneous clusters are not supported, so all pools must specify the same architecture. Valid values are amd64 (the default).

String

controlPlane.hyperthreading

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

Important

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

Enabled or Disabled

controlPlane.name

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

master

controlPlane.platform

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

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

controlPlane.replicas

The number of control plane machines to provision.

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

credentialsMode

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

Note

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

Mint, Passthrough, Manual, or an empty string ("").

fips

Enable or disable FIPS mode. The default is false (disabled). If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.

false or true

imageContentSources

Sources and repositories for the release-image content.

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

imageContentSources.source

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

String

imageContentSources.mirrors

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

Array of strings

networking

The configuration for the Pod network provider in the cluster.

Object

networking.clusterNetwork

The IP address pools for pods. The default is 10.128.0.0/14 with a host prefix of /23.

Array of objects

networking.clusterNetwork.cidr

Required if you use networking.clusterNetwork. The IP block address pool.

IP network. IP networks are represented as strings using Classless Inter-Domain Routing (CIDR) notation with a traditional IP address or network number, followed by the forward slash (/) character, followed by a decimal value between 0 and 32 that describes the number of significant bits. For example, 10.0.0.0/16 represents IP addresses 10.0.0.0 through 10.0.255.255.

networking.clusterNetwork.hostPrefix

Required if you use networking.clusterNetwork. The prefix size to allocate to each node from the CIDR. For example, 24 would allocate 2^8=256 adresses to each node.

Integer

networking.machineNetwork

The IP address pools for machines.

Array of objects

networking.machineNetwork.cidr

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

IP network. IP networks are represented as strings using Classless Inter-Domain Routing (CIDR) notation with a traditional IP address or network number, followed by the forward slash (/) character, followed by a decimal value between 0 and 32 that describes the number of significant bits. For example, 10.0.0.0/16 represents IP addresses 10.0.0.0 through 10.0.255.255.

networking.networkType

The type of network to install. The default is OpenShiftSDN.

String

networking.serviceNetwork

The IP address pools for services. The default is 172.30.0.0/16.

Array of IP networks. IP networks are represented as strings using Classless Inter-Domain Routing (CIDR) notation with a traditional IP address or network number, followed by the forward slash (/) character, followed by a decimal value between 0 and 32 that describes the number of significant bits. For example, 10.0.0.0/16 represents IP addresses 10.0.0.0 through 10.0.255.255.

publish

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

Internal or External. To deploy a private cluster, which cannot be accessed from the internet, set publish to Internal. The default value is External.

sshKey

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

Note

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

One or more keys. For example:

sshKey:
  <key1>
  <key2>
  <key3>

1.3.8.2. Network configuration parameters

You can modify your cluster network configuration parameters in the install-config.yaml configuration file. The following table describes the parameters.

Note

You cannot modify these parameters in the install-config.yaml file after installation.

Table 1.13. Required network parameters

ParameterDescriptionValue

networking.networkType

The default Container Network Interface (CNI) network provider plug-in to deploy.

Either OpenShiftSDN or OVNKubernetes. The default value is OpenShiftSDN.

networking.clusterNetwork[].cidr

A block of IP addresses from which Pod IP addresses are allocated. The OpenShiftSDN network plug-in supports multiple cluster networks. The address blocks for multiple cluster networks must not overlap. Select address pools large enough to fit your anticipated workload.

An IP address allocation in CIDR format. The default value is 10.128.0.0/14.

networking.clusterNetwork[].hostPrefix

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

A subnet prefix. The default value is 23.

networking.serviceNetwork[]

A block of IP addresses for services. OpenShiftSDN allows only one serviceNetwork block. The address block must not overlap with any other network block.

An IP address allocation in CIDR format. The default value is 172.30.0.0/16.

networking.machineNetwork[].cidr

A block of IP addresses assigned to nodes created by the OpenShift Container Platform installation program while installing the cluster. The address block must not overlap with any other network block. Multiple CIDR ranges may be specified.

An IP address allocation in CIDR format. The default value is 10.0.0.0/16.

1.3.8.3. Sample install-config.yaml file for an installer-provisioned VMware vSphere cluster

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

apiVersion: v1
baseDomain: example.com 1
compute: 2
- hyperthreading: Enabled 3
  name: worker
  replicas: 3
  platform:
    vsphere: 4
      cpus: 2
      coresPerSocket: 2
      memoryMB: 8196
      osDisk:
        diskSizeGB: 120
controlPlane: 5
  hyperthreading: Enabled 6
  name: master
  replicas: 3
  platform:
    vsphere: 7
      cpus: 4
      coresPerSocket: 2
      memoryMB: 16384
      osDisk:
        diskSizeGB: 120
metadata:
  name: cluster 8
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  networkType: OpenShiftSDN
  serviceNetwork:
  - 172.30.0.0/16
platform:
  vsphere:
    vcenter: your.vcenter.server
    username: username
    password: password
    datacenter: datacenter
    defaultDatastore: datastore
    folder: folder
    network: VM_Network
    cluster: vsphere_cluster_name
    apiVIP: api_vip
    ingressVIP: ingress_vip
fips: false
pullSecret: '{"auths":{"<mirror_registry>": {"auth": "<credentials>","email": "you@example.com"}}}'
sshKey: 'ssh-ed25519 AAAA...'
1
The base domain of the cluster. All DNS records must be sub-domains of this base and include the cluster name.
2 5
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Although both sections currently define a single machine pool, it is possible that future versions of OpenShift Container Platform will support defining multiple compute pools during installation. Only one control plane pool is used.
3 6
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Your machines must use at least 8 CPUs and 32 GB of RAM if you disable simultaneous multithreading.

4 7
Optional: Provide additional configuration for the machine pool parameters for the compute and control plane machines.
8
The cluster name that you specified in your DNS records.

1.3.9. Modifying advanced network configuration parameters

You can modify the advanced network configuration parameters only before you install the cluster. Advanced configuration customization lets you integrate your cluster into your existing network environment by specifying an MTU or VXLAN port, by allowing customization of kube-proxy settings, and by specifying a different mode for the openshiftSDNConfig parameter.

Important

Modifying the OpenShift Container Platform manifest files directly is not supported.

Prerequisites

  • Create the install-config.yaml file and complete any modifications to it.

Procedure

  1. Use the following command to create manifests:

    $ ./openshift-install create manifests --dir=<installation_directory> 1
    1
    For <installation_directory>, specify the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a file that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    $ touch <installation_directory>/manifests/cluster-network-03-config.yml 1
    1
    For <installation_directory>, specify the directory name that contains the manifests/ directory for your cluster.

    After creating the file, several network configuration files are in the manifests/ directory, as shown:

    $ ls <installation_directory>/manifests/cluster-network-*

    Example output

    cluster-network-01-crd.yml
    cluster-network-02-config.yml
    cluster-network-03-config.yml

  3. Open the cluster-network-03-config.yml file in an editor and enter a CR that describes the Operator configuration you want:

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec: 1
      clusterNetwork:
      - cidr: 10.128.0.0/14
        hostPrefix: 23
      serviceNetwork:
      - 172.30.0.0/16
      defaultNetwork:
        type: OpenShiftSDN
        openshiftSDNConfig:
          mode: NetworkPolicy
          mtu: 1450
          vxlanPort: 4789
    1
    The parameters for the spec parameter are only an example. Specify your configuration for the Cluster Network Operator in the CR.

    The CNO provides default values for the parameters in the CR, so you must specify only the parameters that you want to change.

  4. Save the cluster-network-03-config.yml file and quit the text editor.
  5. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program deletes the manifests/ directory when creating the cluster.

1.3.10. Cluster Network Operator configuration

The configuration for the cluster network is specified as part of the Cluster Network Operator (CNO) configuration and stored in a CR object that is named cluster. The CR specifies the parameters for the Network API in the operator.openshift.io API group.

You can specify the cluster network configuration for your OpenShift Container Platform cluster by setting the parameter values for the defaultNetwork parameter in the CNO CR. The following CR displays the default configuration for the CNO and explains both the parameters you can configure and the valid parameter values:

Cluster Network Operator CR

apiVersion: operator.openshift.io/v1
kind: Network
metadata:
  name: cluster
spec:
  clusterNetwork: 1
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  serviceNetwork: 2
  - 172.30.0.0/16
  defaultNetwork: 3
    ...
  kubeProxyConfig: 4
    iptablesSyncPeriod: 30s 5
    proxyArguments:
      iptables-min-sync-period: 6
      - 0s

1 2
Specified in the install-config.yaml file.
3
Configures the default Container Network Interface (CNI) network provider for the cluster network.
4
The parameters for this object specify the kube-proxy configuration. If you do not specify the parameter values, the Cluster Network Operator applies the displayed default parameter values. If you are using the OVN-Kubernetes default CNI network provider, the kube-proxy configuration has no effect.
5
The refresh period for iptables rules. The default value is 30s. Valid suffixes include s, m, and h and are described in the Go time package documentation.
Note

Because of performance improvements introduced in OpenShift Container Platform 4.3 and greater, adjusting the iptablesSyncPeriod parameter is no longer necessary.

6
The minimum duration before refreshing iptables rules. This parameter ensures that the refresh does not happen too frequently. Valid suffixes include s, m, and h and are described in the Go time package.

1.3.10.1. Configuration parameters for the OpenShift SDN default CNI network provider

The following YAML object describes the configuration parameters for the OpenShift SDN default Container Network Interface (CNI) network provider.

defaultNetwork:
  type: OpenShiftSDN 1
  openshiftSDNConfig: 2
    mode: NetworkPolicy 3
    mtu: 1450 4
    vxlanPort: 4789 5
1
Specified in the install-config.yaml file.
2
Specify only if you want to override part of the OpenShift SDN configuration.
3
Configures the network isolation mode for OpenShift SDN. The allowed values are Multitenant, Subnet, or NetworkPolicy. The default value is NetworkPolicy.
4
The maximum transmission unit (MTU) for the VXLAN overlay network. This value is normally configured automatically, but if the nodes in your cluster do not all use the same MTU, then you must set this explicitly to 50 less than the smallest node MTU value.
5
The port to use for all VXLAN packets. The default value is 4789. If you are running in a virtualized environment with existing nodes that are part of another VXLAN network, then you might be required to change this. For example, when running an OpenShift SDN overlay on top of VMware NSX-T, you must select an alternate port for VXLAN, since both SDNs use the same default VXLAN port number.

On Amazon Web Services (AWS), you can select an alternate port for the VXLAN between port 9000 and port 9999.

1.3.10.2. Configuration parameters for the OVN-Kubernetes default CNI network provider

The following YAML object describes the configuration parameters for the OVN-Kubernetes default CNI network provider.

defaultNetwork:
  type: OVNKubernetes 1
  ovnKubernetesConfig: 2
    mtu: 1400 3
    genevePort: 6081 4
1
Specified in the install-config.yaml file.
2
Specify only if you want to override part of the OVN-Kubernetes configuration.
3
The MTU for the Geneve (Generic Network Virtualization Encapsulation) overlay network. This value is normally configured automatically, but if the nodes in your cluster do not all use the same MTU, then you must set this explicitly to 100 less than the smallest node MTU value.
4
The UDP port for the Geneve overlay network.

1.3.10.3. Cluster Network Operator example configuration

A complete CR object for the CNO is displayed in the following example:

Cluster Network Operator example CR

apiVersion: operator.openshift.io/v1
kind: Network
metadata:
  name: cluster
spec:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  serviceNetwork:
  - 172.30.0.0/16
  defaultNetwork:
    type: OpenShiftSDN
    openshiftSDNConfig:
      mode: NetworkPolicy
      mtu: 1450
      vxlanPort: 4789
  kubeProxyConfig:
    iptablesSyncPeriod: 30s
    proxyArguments:
      iptables-min-sync-period:
      - 0s

1.3.11. Deploying the cluster

You can install OpenShift Container Platform on a compatible cloud platform.

Important

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

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  1. Run the installation program:

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

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

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

    Important

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

    Important

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

1.3.12. Installing the CLI by downloading the binary

You can install the OpenShift CLI (oc) in order to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.5. Download and install the new version of oc.

1.3.12.1. Installing the CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Linux from the drop-down menu and click Download command-line tools.
  4. Unpack the archive:

    $ tar xvzf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.3.12.2. Installing the CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Windows from the drop-down menu and click Download command-line tools.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the CLI, it is available using the oc command:

C:\> oc <command>

1.3.12.3. Installing the CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select MacOS from the drop-down menu and click Download command-line tools.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.3.13. Logging in to the cluster

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

Prerequisites

  • Deploy an OpenShift Container Platform cluster.
  • Install the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

1.3.14. Creating registry storage

After you install the cluster, you must create storage for the registry Operator.

1.3.14.1. Image registry removed during installation

On platforms that do not provide shareable object storage, the OpenShift Image Registry Operator bootstraps itself as Removed. This allows openshift-installer to complete installations on these platform types.

After installation, you must edit the Image Registry Operator configuration to switch the managementState from Removed to Managed.

Note

The Prometheus console provides an ImageRegistryRemoved alert, for example:

"Image Registry has been removed. ImageStreamTags, BuildConfigs and DeploymentConfigs which reference ImageStreamTags may not work as expected. Please configure storage and update the config to Managed state by editing configs.imageregistry.operator.openshift.io."

1.3.14.2. Image registry storage configuration

The image-registry Operator is not initially available for platforms that do not provide default storage. After installation, you must configure your registry to use storage so that the Registry Operator is made available.

Instructions are shown for configuring a PersistentVolume, which is required for production clusters. Where applicable, instructions are shown for configuring an empty directory as the storage location, which is available for only non-production clusters.

Additional instructions are provided for allowing the image registry to use block storage types by using the Recreate rollout strategy during upgrades.

1.3.14.2.1. Configuring registry storage for VMware vSphere

As a cluster administrator, following installation you must configure your registry to use storage.

Prerequisites

  • Cluster administrator permissions.
  • A cluster on VMware vSphere.
  • Persistent storage provisioned for your cluster, such as Red Hat OpenShift Container Storage.

    Important

    OpenShift Container Platform supports ReadWriteOnce access for image registry storage when you have only one replica. To deploy an image registry that supports high availability with two or more replicas, ReadWriteMany access is required.

  • Must have "100Gi" capacity.
Important

Testing shows issues with using the NFS server on RHEL as storage backend for core services. This includes the OpenShift Container Registry and Quay, Prometheus for monitoring storage, and Elasticsearch for logging storage. Therefore, using RHEL NFS to back PVs used by core services is not recommended.

Other NFS implementations on the marketplace might not have these issues. Contact the individual NFS implementation vendor for more information on any testing that was possibly completed against these OpenShift Container Platform core components.

Procedure

  1. To configure your registry to use storage, change the spec.storage.pvc in the configs.imageregistry/cluster resource.

    Note

    When using shared storage, review your security settings to prevent outside access.

  2. Verify that you do not have a registry Pod:

    $ oc get pod -n openshift-image-registry
    Note

    If the storage type is emptyDIR, the replica number cannot be greater than 1.

  3. Check the registry configuration:

    $ oc edit configs.imageregistry.operator.openshift.io

    Example output

    storage:
      pvc:
        claim: 1

    1
    Leave the claim field blank to allow the automatic creation of an image-registry-storage PVC.
  4. Check the clusteroperator status:

    $ oc get clusteroperator image-registry
1.3.14.2.2. Configuring block registry storage for VMware vSphere

To allow the image registry to use block storage types such as vSphere Virtual Machine Disk (VMDK) during upgrades as a cluster administrator, you can use the Recreate rollout strategy.

Important

Block storage volumes are supported but not recommended for use with image registry on production clusters. An installation where the registry is configured on block storage is not highly available because the registry cannot have more than one replica.

Procedure

  1. To set the image registry storage as a block storage type, patch the registry so that it uses the Recreate rollout strategy and runs with only 1 replica:

    $ oc patch config.imageregistry.operator.openshift.io/cluster --type=merge -p '{"spec":{"rolloutStrategy":"Recreate","replicas":1}}'
  2. Provision the PV for the block storage device, and create a PVC for that volume. The requested block volume uses the ReadWriteOnce (RWO) access mode.

    1. Create a pvc.yaml file with the following contents to define a VMware vSphere PersistentVolumeClaim:

      kind: PersistentVolumeClaim
      apiVersion: v1
      metadata:
        name: image-registry-storage 1
      spec:
        accessModes:
        - ReadWriteOnce 2
        resources:
          requests:
            storage: 100Gi 3
      1
      A unique name that represents the PersistentVolumeClaim.
      2
      The access mode of the PersistentVolumeClaim. With ReadWriteOnce, the volume can be mounted with read and write permissions by a single node.
      3
      The size of the PersistentVolumeClaim.
    2. Create the PersistentVolumeClaim from the file:

      $ oc create -f pvc.yaml
  3. Edit the registry configuration so that it references the correct PVC:

    $ oc edit config.imageregistry.operator.openshift.io -o yaml

    Example output

    storage:
      pvc:
        claim: 1

    1
    Creating a custom PVC allows you to leave the claim field blank for the default automatic creation of an image-registry-storage PVC.

For instructions about configuring registry storage so that it references the correct PVC, see Configuring the registry for vSphere.

1.3.15. Backing up VMware vSphere volumes

OpenShift Container Platform provisions new volumes as independent persistent disks to freely attach and detach the volume on any node in the cluster. As a consequence, it is not possible to back up volumes that use snapshots, or to restore volumes from snapshots. See Snapshot Limitations for more information.

Procedure

To create a backup of persistent volumes:

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

1.3.16. Next steps

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

In OpenShift Container Platform version 4.5, you can install a cluster on VMware vSphere infrastructure that you provision.

1.4.1. Prerequisites

1.4.2. Internet and Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.5, you require access to the internet to install your cluster. The Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, also requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to the Red Hat OpenShift Cluster Manager (OCM).

Once you confirm that your Red Hat OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually using OCM, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

You must have internet access to:

  • Access the Red Hat OpenShift Cluster Manager page to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the content that is required and use it to populate a mirror registry with the packages that you need to install a cluster and generate the installation program. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

1.4.3. VMware vSphere infrastructure requirements

You must install the OpenShift Container Platform cluster on a VMware vSphere version 6 or 7 instance that meets the requirements for the components that you use.

Table 1.14. Minimum supported vSphere version for VMware components

ComponentMinimum supported versionsDescription

Hypervisor

vSphere 6.5 and later with HW version 13

This version is the minimum version that Red Hat Enterprise Linux CoreOS (RHCOS) supports. See the Red Hat Enterprise Linux 8 supported hypervisors list.

Networking (NSX-T)

vSphere 6.5U3 or vSphere 6.7U2 and later

vSphere 6.5U3 or vSphere 6.7U2+ are required for OpenShift Container Platform. VMware’s NSX Container Plug-in (NCP) 3.0.2 is certified with OpenShift Container Platform 4.6 and NSX-T 3.x+.

Storage with in-tree drivers

vSphere 6.5 and later

This plug-in creates vSphere storage by using the in-tree storage drivers for vSphere included in OpenShift Container Platform and can be used when vSphere CSI drivers are not available.

Storage with vSphere CSI driver

vSphere 6.7U3 and later

This plug-in creates vSphere storage by using the standard Container Storage Interface. The vSphere CSI driver is provided and supported by VMware.

If you use a vSphere version 6.5 instance, consider upgrading to 6.7U3 or 7.0 before you install OpenShift Container Platform.

Important

You must ensure that the time on your ESXi hosts is synchronized before you install OpenShift Container Platform. See Edit Time Configuration for a Host in the VMware documentation.

Important

A limitation of using VPC is that the Storage Distributed Resource Scheduler (SDRS) is not supported. See vSphere Storage for Kubernetes FAQs in the VMware documentation.

1.4.4. Machine requirements for a cluster with user-provisioned infrastructure

For a cluster that contains user-provisioned infrastructure, you must deploy all of the required machines.

1.4.4.1. Required machines

The smallest OpenShift Container Platform clusters require the following hosts:

  • One temporary bootstrap machine
  • Three control plane, or master, machines
  • At least two compute machines, which are also known as worker machines
Note

The cluster requires the bootstrap machine to deploy the OpenShift Container Platform cluster on the three control plane machines. You can remove the bootstrap machine after you install the cluster.

Important

To maintain high availability of your cluster, use separate physical hosts for these cluster machines.

The bootstrap, control plane, and compute machines must use the Red Hat Enterprise Linux CoreOS (RHCOS) as the operating system.

Note that RHCOS is based on Red Hat Enterprise Linux (RHEL) 8 and inherits all of its hardware certifications and requirements. See Red Hat Enterprise Linux technology capabilities and limits.

1.4.4.2. Network connectivity requirements

All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require network in initramfs during boot to fetch Ignition config files from the Machine Config Server. During the initial boot, the machines require either a DHCP server or that static IP addresses be set in order to establish a network connection to download their Ignition config files.

1.4.4.3. Minimum resource requirements

Each cluster machine must meet the following minimum requirements:

MachineOperating SystemvCPUVirtual RAMStorage

Bootstrap

RHCOS

4

16 GB

120 GB

Control plane

RHCOS

4

16 GB

120 GB

Compute

RHCOS or RHEL 7.6

2

8 GB

120 GB

1.4.4.4. Certificate signing requests management

Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager only approves the kubelet client CSRs. The machine-approver cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.

1.4.5. Creating the user-provisioned infrastructure

Before you deploy an OpenShift Container Platform cluster that uses user-provisioned infrastructure, you must create the underlying infrastructure.

Prerequistes

Procedure

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

1.4.5.1. Networking requirements for user-provisioned infrastructure

All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require network in initramfs during boot to fetch Ignition config from the Machine Config Server.

During the initial boot, the machines require either a DHCP server or that static IP addresses be set on each host in the cluster in order to establish a network connection, which allows them to download their Ignition config files.

It is recommended to use the DHCP server to manage the machines for the cluster long-term. Ensure that the DHCP server is configured to provide persistent IP addresses and host names to the cluster machines.

The Kubernetes API server must be able to resolve the node names of the cluster machines. If the API servers and worker nodes are in different zones, you can configure a default DNS search zone to allow the API server to resolve the node names. Another supported approach is to always refer to hosts by their fully-qualified domain names in both the node objects and all DNS requests.

You must configure the network connectivity between machines to allow cluster components to communicate. Each machine must be able to resolve the host names of all other machines in the cluster.

Table 1.15. All machines to all machines

ProtocolPortDescription

ICMP

N/A

Network reachability tests

TCP

9000-9999

Host level services, including the node exporter on ports 9100-9101 and the Cluster Version Operator on port 9099.

10250-10259

The default ports that Kubernetes reserves

10256

openshift-sdn

UDP

4789

VXLAN and Geneve

6081

VXLAN and Geneve

9000-9999

Host level services, including the node exporter on ports 9100-9101.

TCP/UDP

30000-32767

Kubernetes NodePort

Table 1.16. All machines to control plane

ProtocolPortDescription

TCP

2379-2380

etcd server, peer, and metrics ports

6443

Kubernetes API

Network topology requirements

The infrastructure that you provision for your cluster must meet the following network topology requirements.

Important

OpenShift Container Platform requires all nodes to have internet access to pull images for platform containers and provide telemetry data to Red Hat.

Load balancers

Before you install OpenShift Container Platform, you must provision two load balancers that meet the following requirements:

  1. API load balancer: Provides a common endpoint for users, both human and machine, to interact with and configure the platform. Configure the following conditions:

    • Layer 4 load balancing only. This can be referred to as Raw TCP, SSL Passthrough, or SSL Bridge mode. If you use SSL Bridge mode, you must enable Server Name Indication (SNI) for the API routes.
    • A stateless load balancing algorithm. The options vary based on the load balancer implementation.
    Note

    Session persistence is not required for the API load balancer to function properly.

    Configure the following ports on both the front and back of the load balancers:

    Table 1.17. API load balancer

    PortBack-end machines (pool members)InternalExternalDescription

    6443

    Bootstrap and control plane. You remove the bootstrap machine from the load balancer after the bootstrap machine initializes the cluster control plane. You must configure the /readyz endpoint for the API server health check probe.

    X

    X

    Kubernetes API server

    22623

    Bootstrap and control plane. You remove the bootstrap machine from the load balancer after the bootstrap machine initializes the cluster control plane.

    X

     

    Machine Config server

    Note

    The load balancer must be configured to take a maximum of 30 seconds from the time the API server turns off the /readyz endpoint to the removal of the API server instance from the pool. Within the time frame after /readyz returns an error or becomes healthy, the endpoint must have been removed or added. Probing every 5 or 10 seconds, with two successful requests to become healthy and three to become unhealthy, are well-tested values.

  2. Application Ingress load balancer: Provides an Ingress point for application traffic flowing in from outside the cluster. Configure the following conditions:

    • Layer 4 load balancing only. This can be referred to as Raw TCP, SSL Passthrough, or SSL Bridge mode. If you use SSL Bridge mode, you must enable Server Name Indication (SNI) for the Ingress routes.
    • A connection-based or session-based persistence is recommended, based on the options available and types of applications that will be hosted on the platform.

    Configure the following ports on both the front and back of the load balancers:

    Table 1.18. Application Ingress load balancer

    PortBack-end machines (pool members)InternalExternalDescription

    443

    The machines that run the Ingress router pods, compute, or worker, by default.

    X

    X

    HTTPS traffic

    80

    The machines that run the Ingress router pods, compute, or worker by default.

    X

    X

    HTTP traffic

Tip

If the true IP address of the client can be seen by the load balancer, enabling source IP-based session persistence can improve performance for applications that use end-to-end TLS encryption.

Note

A working configuration for the Ingress router is required for an OpenShift Container Platform cluster. You must configure the Ingress router after the control plane initializes.

Ethernet adaptor hardware address requirements

When provisioning VMs for the cluster, the ethernet interfaces configured for each VM must use a MAC address from the VMware Organizationally Unique Identifier (OUI) allocation ranges:

  • 00:05:69:00:00:00 to 00:05:69:FF:FF:FF
  • 00:0c:29:00:00:00 to 00:0c:29:FF:FF:FF
  • 00:1c:14:00:00:00 to 00:1c:14:FF:FF:FF
  • 00:50:56:00:00:00 to 00:50:56:FF:FF:FF

If a MAC address outside the VMware OUI is used, the cluster installation will not succeed.

1.4.5.2. User-provisioned DNS requirements

The following DNS records are required for an OpenShift Container Platform cluster that uses user-provisioned infrastructure. In each record, <cluster_name> is the cluster name and <base_domain> is the cluster base domain that you specify in the install-config.yaml file. A complete DNS record takes the form: <component>.<cluster_name>.<base_domain>..

Table 1.19. Required DNS records

ComponentRecordDescription

Kubernetes API

api.<cluster_name>.<base_domain>.

This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

api-int.<cluster_name>.<base_domain>.

This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable from all the nodes within the cluster.

Important

The API server must be able to resolve the worker nodes by the host names that are recorded in Kubernetes. If it cannot resolve the node names, proxied API calls can fail, and you cannot retrieve logs from pods.

Routes

*.apps.<cluster_name>.<base_domain>.

A wildcard DNS A/AAAA or CNAME record that points to the load balancer that targets the machines that run the Ingress router pods, which are the worker nodes by default. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

1.4.6. Generating an SSH private key and adding it to the agent

If you want to perform installation debugging or disaster recovery on your cluster, you must provide an SSH key to both your ssh-agent and the installation program. You can use this key to access the bootstrap machine in a public cluster to troubleshoot installation issues.

Note

In a production environment, you require disaster recovery and debugging.

You can use this key to SSH into the master nodes as the user core. When you deploy the cluster, the key is added to the core user’s ~/.ssh/authorized_keys list.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

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 new 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)"

    Example output

    Agent pid 31874

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

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

    Example output

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

    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_rsa

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program. If you install a cluster on infrastructure that you provision, you must provide this key to your cluster’s machines.

1.4.7. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • A computer that runs Linux or macOS, with 500 MB of local disk space

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.

    Important

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

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

    $ tar xvf openshift-install-linux.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.

1.4.8. Manually creating the installation configuration file

For installations of OpenShift Container Platform that use user-provisioned infrastructure, you manually generate your installation configuration file.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the access token for your cluster.

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.

1.4.8.1. Sample install-config.yaml file for VMware vSphere

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

apiVersion: v1
baseDomain: example.com 1
compute:
- hyperthreading: Enabled 2 3
  name: worker
  replicas: 0 4
controlPlane:
  hyperthreading: Enabled 5 6
  name: master
  replicas: 3 7
metadata:
  name: test 8
platform:
  vsphere:
    vcenter: your.vcenter.server 9
    username: username 10
    password: password 11
    datacenter: datacenter 12
    defaultDatastore: datastore 13
    folder: "/<datacenter_name>/vm/<folder_name>/<subfolder_name>" 14
fips: false 15
pullSecret: '{"auths": ...}' 16
sshKey: 'ssh-ed25519 AAAA...' 17
1
The base domain of the cluster. All DNS records must be sub-domains of this base and include the cluster name.
2 5
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Although both sections currently define a single machine pool, it is possible that future versions of OpenShift Container Platform will support defining multiple compute pools during installation. Only one control plane pool is used.
3 6
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Your machines must use at least 8 CPUs and 32 GB of RAM if you disable simultaneous multithreading.

4
You must set the value of the replicas parameter to 0. This parameter controls the number of workers that the cluster creates and manages for you, which are functions that the cluster does not perform when you use user-provisioned infrastructure. You must manually deploy worker machines for the cluster to use before you finish installing OpenShift Container Platform.
7
The number of control plane machines that you add to the cluster. Because the cluster uses this values as the number of etcd endpoints in the cluster, the value must match the number of control plane machines that you deploy.
8
The cluster name that you specified in your DNS records.
9
The fully-qualified host name or IP address of the vCenter server.
10
The name of the user for accessing the server. This user must have at least the roles and privileges that are required for static or dynamic persistent volume provisioning in vSphere.
11
The password associated with the vSphere user.
12
The vSphere datacenter.
13
The default vSphere datastore to use.
14
Optional: For installer-provisioned infrastructure, the absolute path of an existing folder where the installation program creates the virtual machines, for example, /<datacenter_name>/vm/<folder_name>/<subfolder_name>. If you do not provide this value, the installation program creates a top-level folder in the datacenter virtual machine folder that is named with the infrastructure ID. If you are providing the infrastructure for the cluster, omit this parameter.
15
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
16
The pull secret that you obtained from the Pull Secret page on the Red Hat OpenShift Cluster Manager site. 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.
17
The public portion of the default SSH key for the core user in Red Hat Enterprise Linux CoreOS (RHCOS).
Note

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

1.4.8.2. Configuring the cluster-wide proxy during installation

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

Prerequisites

  • An existing install-config.yaml file.
  • Review the sites that your cluster requires access to and determine whether any need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. Add sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

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

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

Procedure

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

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: http://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http. If you use an MITM transparent proxy network that does not require additional proxy configuration but requires additional CAs, you must not specify an httpProxy value.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster. If this field is not specified, then httpProxy is used for both HTTP and HTTPS connections. If you use an MITM transparent proxy network that does not require additional proxy configuration but requires additional CAs, you must not specify an httpsProxy value.
    3
    A comma-separated list of destination domain names, domains, IP addresses, or other network CIDRs to exclude proxying. Preface a domain with . to include all subdomains of that domain. Use * to bypass proxy for all destinations. You must include vCenter’s IP address and the IP range that you use for its machines.
    4
    If provided, the installation program generates a ConfigMap that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle ConfigMap that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this ConfigMap is referenced in the Proxy object’s trustedCA field. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle. If you use an MITM transparent proxy network that does not require additional proxy configuration but requires additional CAs, you must provide the MITM CA certificate.
    Note

    The installation program does not support the proxy readinessEndpoints field.

  2. Save the file and reference it when installing OpenShift Container Platform.

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

Note

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

1.4.9. Creating the Kubernetes manifest and Ignition config files

Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to make its machines.

Important

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

Prerequisites

  • Obtain the OpenShift Container Platform installation program.
  • Create the install-config.yaml installation configuration file.

Procedure

  1. Generate the Kubernetes manifests for the cluster:

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

    Example output

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

    1
    For <installation_directory>, specify the installation directory that contains the install-config.yaml file you created.

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

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

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

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

    • You can preserve the MachineSet files to create compute machines by using the machine API, but you must update references to them to match your environment.
  3. Modify the <installation_directory>/manifests/cluster-scheduler-02-config.yml Kubernetes manifest file to prevent pods from being scheduled on the control plane machines:

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

    $ ./openshift-install create ignition-configs --dir=<installation_directory> 1
    1
    For <installation_directory>, specify the same installation directory.

    The following files are generated in the directory:

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

1.4.10. Extracting the infrastructure name

The Ignition config files contain a unique cluster identifier that you can use to uniquely identify your cluster in VMware vSphere. If you plan to use the cluster identifier as the name of your virtual machine folder, you must extract it.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Generate the Ignition config files for your cluster.
  • Install the jq package.

Procedure

  • To extract and view the infrastructure name from the Ignition config file metadata, run the following command:

    $ jq -r .infraID <installation_directory>/metadata.json 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

    openshift-vw9j6 1

    1
    The output of this command is your cluster name and a random string.

1.4.11. Creating Red Hat Enterprise Linux CoreOS (RHCOS) machines in vSphere

Before you install a cluster that contains user-provisioned infrastructure on VMware vSphere, you must create RHCOS machines on vSphere hosts for it to use.

Prerequisites

  • Obtain the Ignition config files for your cluster.
  • Have access to an HTTP server that you can access from your computer and that the machines that you create can access.
  • Create a vSphere cluster.

Procedure

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

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

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

    {
      "ignition": {
        "config": {
          "merge": [
            {
              "source": "<bootstrap_ignition_config_url>" 1
            }
          ]
        },
        "version": "3.1.0"
      }
    }
    1
    Specify the URL of the bootstrap Ignition config file that you hosted.

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

  3. Convert the master, worker, and secondary bootstrap Ignition config files to Base64 encoding.

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

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

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

  4. Obtain the RHCOS OVA image from the Product Downloads page on the Red Hat customer portal or the RHCOS image mirror page.

    Important

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

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

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

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

    Note

    In the following steps, you use the same template for all of your cluster machines and provide the location for the Ignition config file for that machine type when you provision the VMs.

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

      • Select Thin Provision or Thick Provision, based on your storage preferences.
      • Select the datastore that you specified in your install-config.yaml file.
    6. On the Select network tab, specify the network that you configured for the cluster, if available.
    7. If you plan to use the same template for all cluster machine types, do not specify values on the Customize template tab.

      Important

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

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

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

      • Optional: In the event of cluster performance issues, from the Latency Sensitivity list, select High.
      • Click Edit Configuration, and on the Configuration Parameters window, click Add Configuration Params. Define the following parameter names and values:

        • guestinfo.ignition.config.data: Paste the contents of the base64-encoded Ignition config file for this machine type.
        • guestinfo.ignition.config.data.encoding: Specify base64.
        • disk.EnableUUID: Specify TRUE.
      • Alternatively, prior to powering on the virtual machine add via vApp properties:

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

    Important

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

1.4.12. Installing the CLI by downloading the binary

You can install the OpenShift CLI (oc) in order to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.5. Download and install the new version of oc.

1.4.12.1. Installing the CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Linux from the drop-down menu and click Download command-line tools.
  4. Unpack the archive:

    $ tar xvzf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.4.12.2. Installing the CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Windows from the drop-down menu and click Download command-line tools.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the CLI, it is available using the oc command:

C:\> oc <command>

1.4.12.3. Installing the CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select MacOS from the drop-down menu and click Download command-line tools.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.4.13. Creating the cluster

To create the OpenShift Container Platform cluster, you wait for the bootstrap process to complete on the machines that you provisioned by using the Ignition config files that you generated with the installation program.

Prerequisites

  • Create the required infrastructure for the cluster.
  • You obtained the installation program and generated the Ignition config files for your cluster.
  • You used the Ignition config files to create RHCOS machines for your cluster.
  • Your machines have direct internet access.

Procedure

  1. Monitor the bootstrap process:

    $ ./openshift-install --dir=<installation_directory> wait-for bootstrap-complete \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different installation details, specify warn, debug, or error instead of info.

    Example output

    INFO Waiting up to 30m0s for the Kubernetes API at https://api.test.example.com:6443...
    INFO API v1.19.0 up
    INFO Waiting up to 30m0s for bootstrapping to complete...
    INFO It is now safe to remove the bootstrap resources

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

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

    Important

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

1.4.14. Logging in to the cluster

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

Prerequisites

  • Deploy an OpenShift Container Platform cluster.
  • Install the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

1.4.15. Approving the CSRs for your machines

When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself.

Prerequisites

  • You added machines to your cluster.

Procedure

  1. Confirm that the cluster recognizes the machines:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  63m  v1.19.0
    master-1  Ready     master  63m  v1.19.0
    master-2  Ready     master  64m  v1.19.0
    worker-0  NotReady  worker  76s  v1.19.0
    worker-1  NotReady  worker  70s  v1.19.0

    The output lists all of the machines that you created.

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

    $ oc get csr

    Example output

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

Additional information

1.4.16. Initial Operator configuration

After the control plane initializes, you must immediately configure some Operators so that they all become available.

Prerequisites

  • Your control plane has initialized.

Procedure

  1. Watch the cluster components come online:

    $ watch -n5 oc get clusteroperators

    Example output

    NAME                                       VERSION AVAILABLE   PROGRESSING   DEGRADED   SINCE
    authentication                             4.6.0   True        False         False      3h56m
    cloud-credential                           4.6.0   True        False         False      29h
    cluster-autoscaler                         4.6.0   True        False         False      29h
    config-operator                            4.6.0   True        False         False      6h39m
    console                                    4.6.0   True        False         False      3h59m
    csi-snapshot-controller                    4.6.0   True        False         False      4h12m
    dns                                        4.6.0   True        False         False      4h15m
    etcd                                       4.6.0   True        False         False      29h
    image-registry                             4.6.0   True        False         False      3h59m
    ingress                                    4.6.0   True        False         False      4h30m
    insights                                   4.6.0   True        False         False      29h
    kube-apiserver                             4.6.0   True        False         False      29h
    kube-controller-manager                    4.6.0   True        False         False      29h
    kube-scheduler                             4.6.0   True        False         False      29h
    kube-storage-version-migrator              4.6.0   True        False         False      4h2m
    machine-api                                4.6.0   True        False         False      29h
    machine-approver                           4.6.0   True        False         False      6h34m
    machine-config                             4.6.0   True        False         False      3h56m
    marketplace                                4.6.0   True        False         False      4h2m
    monitoring                                 4.6.0   True        False         False      6h31m
    network                                    4.6.0   True        False         False      29h
    node-tuning                                4.6.0   True        False         False      4h30m
    openshift-apiserver                        4.6.0   True        False         False      3h56m
    openshift-controller-manager               4.6.0   True        False         False      4h36m
    openshift-samples                          4.6.0   True        False         False      4h30m
    operator-lifecycle-manager                 4.6.0   True        False         False      29h
    operator-lifecycle-manager-catalog         4.6.0   True        False         False      29h
    operator-lifecycle-manager-packageserver   4.6.0   True        False         False      3h59m
    service-ca                                 4.6.0   True        False         False      29h
    storage                                    4.6.0   True        False         False      4h30m

  2. Configure the Operators that are not available.

1.4.16.1. Image registry removed during installation

On platforms that do not provide shareable object storage, the OpenShift Image Registry Operator bootstraps itself as Removed. This allows openshift-installer to complete installations on these platform types.

After installation, you must edit the Image Registry Operator configuration to switch the managementState from Removed to Managed.

Note

The Prometheus console provides an ImageRegistryRemoved alert, for example:

"Image Registry has been removed. ImageStreamTags, BuildConfigs and DeploymentConfigs which reference ImageStreamTags may not work as expected. Please configure storage and update the config to Managed state by editing configs.imageregistry.operator.openshift.io."

1.4.16.2. Image registry storage configuration

The image-registry Operator is not initially available for platforms that do not provide default storage. After installation, you must configure your registry to use storage so that the Registry Operator is made available.

Instructions are shown for configuring a PersistentVolume, which is required for production clusters. Where applicable, instructions are shown for configuring an empty directory as the storage location, which is available for only non-production clusters.

Additional instructions are provided for allowing the image registry to use block storage types by using the Recreate rollout strategy during upgrades.

1.4.16.2.1. Configuring registry storage for VMware vSphere

As a cluster administrator, following installation you must configure your registry to use storage.

Prerequisites

  • Cluster administrator permissions.
  • A cluster on VMware vSphere.
  • Persistent storage provisioned for your cluster, such as Red Hat OpenShift Container Storage.

    Important

    OpenShift Container Platform supports ReadWriteOnce access for image registry storage when you have only one replica. To deploy an image registry that supports high availability with two or more replicas, ReadWriteMany access is required.

  • Must have "100Gi" capacity.
Important

Testing shows issues with using the NFS server on RHEL as storage backend for core services. This includes the OpenShift Container Registry and Quay, Prometheus for monitoring storage, and Elasticsearch for logging storage. Therefore, using RHEL NFS to back PVs used by core services is not recommended.

Other NFS implementations on the marketplace might not have these issues. Contact the individual NFS implementation vendor for more information on any testing that was possibly completed against these OpenShift Container Platform core components.

Procedure

  1. To configure your registry to use storage, change the spec.storage.pvc in the configs.imageregistry/cluster resource.

    Note

    When using shared storage, review your security settings to prevent outside access.

  2. Verify that you do not have a registry Pod:

    $ oc get pod -n openshift-image-registry
    Note

    If the storage type is emptyDIR, the replica number cannot be greater than 1.

  3. Check the registry configuration:

    $ oc edit configs.imageregistry.operator.openshift.io

    Example output

    storage:
      pvc:
        claim: 1

    1
    Leave the claim field blank to allow the automatic creation of an image-registry-storage PVC.
  4. Check the clusteroperator status:

    $ oc get clusteroperator image-registry
1.4.16.2.2. Configuring storage for the image registry in non-production clusters

You must configure storage for the image registry Operator. For non-production clusters, you can set the image registry to an empty directory. If you do so, all images are lost if you restart the registry.

Procedure

  • To set the image registry storage to an empty directory:

    $ oc patch configs.imageregistry.operator.openshift.io cluster --type merge --patch '{"spec":{"storage":{"emptyDir":{}}}}'
    Warning

    Configure this option for only non-production clusters.

    If you run this command before the Image Registry Operator initializes its components, the oc patch command fails with the following error:

    Error from server (NotFound): configs.imageregistry.operator.openshift.io "cluster" not found

    Wait a few minutes and run the command again.

1.4.16.2.3. Configuring block registry storage for VMware vSphere

To allow the image registry to use block storage types such as vSphere Virtual Machine Disk (VMDK) during upgrades as a cluster administrator, you can use the Recreate rollout strategy.

Important

Block storage volumes are supported but not recommended for use with image registry on production clusters. An installation where the registry is configured on block storage is not highly available because the registry cannot have more than one replica.

Procedure

  1. To set the image registry storage as a block storage type, patch the registry so that it uses the Recreate rollout strategy and runs with only 1 replica:

    $ oc patch config.imageregistry.operator.openshift.io/cluster --type=merge -p '{"spec":{"rolloutStrategy":"Recreate","replicas":1}}'
  2. Provision the PV for the block storage device, and create a PVC for that volume. The requested block volume uses the ReadWriteOnce (RWO) access mode.

    1. Create a pvc.yaml file with the following contents to define a VMware vSphere PersistentVolumeClaim:

      kind: PersistentVolumeClaim
      apiVersion: v1
      metadata:
        name: image-registry-storage 1
      spec:
        accessModes:
        - ReadWriteOnce 2
        resources:
          requests:
            storage: 100Gi 3
      1
      A unique name that represents the PersistentVolumeClaim.
      2
      The access mode of the PersistentVolumeClaim. With ReadWriteOnce, the volume can be mounted with read and write permissions by a single node.
      3
      The size of the PersistentVolumeClaim.
    2. Create the PersistentVolumeClaim from the file:

      $ oc create -f pvc.yaml
  3. Edit the registry configuration so that it references the correct PVC:

    $ oc edit config.imageregistry.operator.openshift.io -o yaml

    Example output

    storage:
      pvc:
        claim: 1

    1
    Creating a custom PVC allows you to leave the claim field blank for the default automatic creation of an image-registry-storage PVC.

For instructions about configuring registry storage so that it references the correct PVC, see Configuring the registry for vSphere.

1.4.17. Completing installation on user-provisioned infrastructure

After you complete the Operator configuration, you can finish installing the cluster on infrastructure that you provide.

Prerequisites

  • Your control plane has initialized.
  • You have completed the initial Operator configuration.

Procedure

  1. Confirm that all the cluster components are online:

    $ watch -n5 oc get clusteroperators

    Example output

    NAME                                       VERSION AVAILABLE   PROGRESSING   DEGRADED   SINCE
    authentication                             4.6.0   True        False         False      3h56m
    cloud-credential                           4.6.0   True        False         False      29h
    cluster-autoscaler                         4.6.0   True        False         False      29h
    config-operator                            4.6.0   True        False         False      6h39m
    console                                    4.6.0   True        False         False      3h59m
    csi-snapshot-controller                    4.6.0   True        False         False      4h12m
    dns                                        4.6.0   True        False         False      4h15m
    etcd                                       4.6.0   True        False         False      29h
    image-registry                             4.6.0   True        False         False      3h59m
    ingress                                    4.6.0   True        False         False      4h30m
    insights                                   4.6.0   True        False         False      29h
    kube-apiserver                             4.6.0   True        False         False      29h
    kube-controller-manager                    4.6.0   True        False         False      29h
    kube-scheduler                             4.6.0   True        False         False      29h
    kube-storage-version-migrator              4.6.0   True        False         False      4h2m
    machine-api                                4.6.0   True        False         False      29h
    machine-approver                           4.6.0   True        False         False      6h34m
    machine-config                             4.6.0   True        False         False      3h56m
    marketplace                                4.6.0   True        False         False      4h2m
    monitoring                                 4.6.0   True        False         False      6h31m
    network                                    4.6.0   True        False         False      29h
    node-tuning                                4.6.0   True        False         False      4h30m
    openshift-apiserver                        4.6.0   True        False         False      3h56m
    openshift-controller-manager               4.6.0   True        False         False      4h36m
    openshift-samples                          4.6.0   True        False         False      4h30m
    operator-lifecycle-manager                 4.6.0   True        False         False      29h
    operator-lifecycle-manager-catalog         4.6.0   True        False         False      29h
    operator-lifecycle-manager-packageserver   4.6.0   True        False         False      3h59m
    service-ca                                 4.6.0   True        False         False      29h
    storage                                    4.6.0   True        False         False      4h30m

    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
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

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

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

    Important

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

  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

      Example output

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

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

      $ oc logs <pod_name> -n <namespace> 1
      1
      Specify the Pod name and namespace, as shown in the output of the previous command.

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

1.4.18. Backing up VMware vSphere volumes

OpenShift Container Platform provisions new volumes as independent persistent disks to freely attach and detach the volume on any node in the cluster. As a consequence, it is not possible to back up volumes that use snapshots, or to restore volumes from snapshots. See Snapshot Limitations for more information.

Procedure

To create a backup of persistent volumes:

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

1.4.19. Next steps

1.5. Installing a cluster on vSphere with network customizations

In OpenShift Container Platform version 4.5, you can install a cluster on VMware vSphere infrastructure that you provision with customized network configuration options. By customizing your network configuration, your cluster can coexist with existing IP address allocations in your environment and integrate with existing MTU and VXLAN configurations.

You must set most of the network configuration parameters during installation, and you can modify only kubeProxy configuration parameters in a running cluster.

1.5.1. Prerequisites

1.5.2. Internet and Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.5, you require access to the internet to install your cluster. The Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, also requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to the Red Hat OpenShift Cluster Manager (OCM).

Once you confirm that your Red Hat OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually using OCM, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

You must have internet access to:

  • Access the Red Hat OpenShift Cluster Manager page to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the content that is required and use it to populate a mirror registry with the packages that you need to install a cluster and generate the installation program. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

1.5.3. VMware vSphere infrastructure requirements

You must install the OpenShift Container Platform cluster on a VMware vSphere version 6 or 7 instance that meets the requirements for the components that you use.

Table 1.20. Minimum supported vSphere version for VMware components

ComponentMinimum supported versionsDescription

Hypervisor

vSphere 6.5 and later with HW version 13

This version is the minimum version that Red Hat Enterprise Linux CoreOS (RHCOS) supports. See the Red Hat Enterprise Linux 8 supported hypervisors list.

Networking (NSX-T)

vSphere 6.5U3 or vSphere 6.7U2 and later

vSphere 6.5U3 or vSphere 6.7U2+ are required for OpenShift Container Platform. VMware’s NSX Container Plug-in (NCP) 3.0.2 is certified with OpenShift Container Platform 4.6 and NSX-T 3.x+.

Storage with in-tree drivers

vSphere 6.5 and later

This plug-in creates vSphere storage by using the in-tree storage drivers for vSphere included in OpenShift Container Platform and can be used when vSphere CSI drivers are not available.

Storage with vSphere CSI driver

vSphere 6.7U3 and later

This plug-in creates vSphere storage by using the standard Container Storage Interface. The vSphere CSI driver is provided and supported by VMware.

If you use a vSphere version 6.5 instance, consider upgrading to 6.7U3 or 7.0 before you install OpenShift Container Platform.

Important

You must ensure that the time on your ESXi hosts is synchronized before you install OpenShift Container Platform. See Edit Time Configuration for a Host in the VMware documentation.

Important

A limitation of using VPC is that the Storage Distributed Resource Scheduler (SDRS) is not supported. See vSphere Storage for Kubernetes FAQs in the VMware documentation.

1.5.4. Machine requirements for a cluster with user-provisioned infrastructure

For a cluster that contains user-provisioned infrastructure, you must deploy all of the required machines.

1.5.4.1. Required machines

The smallest OpenShift Container Platform clusters require the following hosts:

  • One temporary bootstrap machine
  • Three control plane, or master, machines
  • At least two compute machines, which are also known as worker machines
Note

The cluster requires the bootstrap machine to deploy the OpenShift Container Platform cluster on the three control plane machines. You can remove the bootstrap machine after you install the cluster.

Important

To maintain high availability of your cluster, use separate physical hosts for these cluster machines.

The bootstrap, control plane, and compute machines must use the Red Hat Enterprise Linux CoreOS (RHCOS) as the operating system.

Note that RHCOS is based on Red Hat Enterprise Linux (RHEL) 8 and inherits all of its hardware certifications and requirements. See Red Hat Enterprise Linux technology capabilities and limits.

1.5.4.2. Network connectivity requirements

All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require network in initramfs during boot to fetch Ignition config files from the Machine Config Server. During the initial boot, the machines require either a DHCP server or that static IP addresses be set in order to establish a network connection to download their Ignition config files.

1.5.4.3. Minimum resource requirements

Each cluster machine must meet the following minimum requirements:

MachineOperating SystemvCPUVirtual RAMStorage

Bootstrap

RHCOS

4

16 GB

120 GB

Control plane

RHCOS

4

16 GB

120 GB

Compute

RHCOS or RHEL 7.6

2

8 GB

120 GB

1.5.4.4. Certificate signing requests management

Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager only approves the kubelet client CSRs. The machine-approver cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.

1.5.5. Creating the user-provisioned infrastructure

Before you deploy an OpenShift Container Platform cluster that uses user-provisioned infrastructure, you must create the underlying infrastructure.

Prerequistes

Procedure

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

1.5.5.1. Networking requirements for user-provisioned infrastructure

All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require network in initramfs during boot to fetch Ignition config from the Machine Config Server.

During the initial boot, the machines require either a DHCP server or that static IP addresses be set on each host in the cluster in order to establish a network connection, which allows them to download their Ignition config files.

It is recommended to use the DHCP server to manage the machines for the cluster long-term. Ensure that the DHCP server is configured to provide persistent IP addresses and host names to the cluster machines.

The Kubernetes API server must be able to resolve the node names of the cluster machines. If the API servers and worker nodes are in different zones, you can configure a default DNS search zone to allow the API server to resolve the node names. Another supported approach is to always refer to hosts by their fully-qualified domain names in both the node objects and all DNS requests.

You must configure the network connectivity between machines to allow cluster components to communicate. Each machine must be able to resolve the host names of all other machines in the cluster.

Table 1.21. All machines to all machines

ProtocolPortDescription

ICMP

N/A

Network reachability tests

TCP

9000-9999

Host level services, including the node exporter on ports 9100-9101 and the Cluster Version Operator on port 9099.

10250-10259

The default ports that Kubernetes reserves

10256

openshift-sdn

UDP

4789

VXLAN and Geneve

6081

VXLAN and Geneve

9000-9999

Host level services, including the node exporter on ports 9100-9101.

TCP/UDP

30000-32767

Kubernetes NodePort

Table 1.22. All machines to control plane

ProtocolPortDescription

TCP

2379-2380

etcd server, peer, and metrics ports

6443

Kubernetes API

Network topology requirements

The infrastructure that you provision for your cluster must meet the following network topology requirements.

Important

OpenShift Container Platform requires all nodes to have internet access to pull images for platform containers and provide telemetry data to Red Hat.

Load balancers

Before you install OpenShift Container Platform, you must provision two load balancers that meet the following requirements:

  1. API load balancer: Provides a common endpoint for users, both human and machine, to interact with and configure the platform. Configure the following conditions:

    • Layer 4 load balancing only. This can be referred to as Raw TCP, SSL Passthrough, or SSL Bridge mode. If you use SSL Bridge mode, you must enable Server Name Indication (SNI) for the API routes.
    • A stateless load balancing algorithm. The options vary based on the load balancer implementation.
    Note

    Session persistence is not required for the API load balancer to function properly.

    Configure the following ports on both the front and back of the load balancers:

    Table 1.23. API load balancer

    PortBack-end machines (pool members)InternalExternalDescription

    6443

    Bootstrap and control plane. You remove the bootstrap machine from the load balancer after the bootstrap machine initializes the cluster control plane. You must configure the /readyz endpoint for the API server health check probe.

    X

    X

    Kubernetes API server

    22623

    Bootstrap and control plane. You remove the bootstrap machine from the load balancer after the bootstrap machine initializes the cluster control plane.

    X

     

    Machine Config server

    Note

    The load balancer must be configured to take a maximum of 30 seconds from the time the API server turns off the /readyz endpoint to the removal of the API server instance from the pool. Within the time frame after /readyz returns an error or becomes healthy, the endpoint must have been removed or added. Probing every 5 or 10 seconds, with two successful requests to become healthy and three to become unhealthy, are well-tested values.

  2. Application Ingress load balancer: Provides an Ingress point for application traffic flowing in from outside the cluster. Configure the following conditions:

    • Layer 4 load balancing only. This can be referred to as Raw TCP, SSL Passthrough, or SSL Bridge mode. If you use SSL Bridge mode, you must enable Server Name Indication (SNI) for the Ingress routes.
    • A connection-based or session-based persistence is recommended, based on the options available and types of applications that will be hosted on the platform.

    Configure the following ports on both the front and back of the load balancers:

    Table 1.24. Application Ingress load balancer

    PortBack-end machines (pool members)InternalExternalDescription

    443

    The machines that run the Ingress router pods, compute, or worker, by default.

    X

    X

    HTTPS traffic

    80

    The machines that run the Ingress router pods, compute, or worker by default.

    X

    X

    HTTP traffic

Tip

If the true IP address of the client can be seen by the load balancer, enabling source IP-based session persistence can improve performance for applications that use end-to-end TLS encryption.

Note

A working configuration for the Ingress router is required for an OpenShift Container Platform cluster. You must configure the Ingress router after the control plane initializes.

Ethernet adaptor hardware address requirements

When provisioning VMs for the cluster, the ethernet interfaces configured for each VM must use a MAC address from the VMware Organizationally Unique Identifier (OUI) allocation ranges:

  • 00:05:69:00:00:00 to 00:05:69:FF:FF:FF
  • 00:0c:29:00:00:00 to 00:0c:29:FF:FF:FF
  • 00:1c:14:00:00:00 to 00:1c:14:FF:FF:FF
  • 00:50:56:00:00:00 to 00:50:56:FF:FF:FF

If a MAC address outside the VMware OUI is used, the cluster installation will not succeed.

1.5.5.2. User-provisioned DNS requirements

The following DNS records are required for an OpenShift Container Platform cluster that uses user-provisioned infrastructure. In each record, <cluster_name> is the cluster name and <base_domain> is the cluster base domain that you specify in the install-config.yaml file. A complete DNS record takes the form: <component>.<cluster_name>.<base_domain>..

Table 1.25. Required DNS records

ComponentRecordDescription

Kubernetes API

api.<cluster_name>.<base_domain>.

This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

api-int.<cluster_name>.<base_domain>.

This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable from all the nodes within the cluster.

Important

The API server must be able to resolve the worker nodes by the host names that are recorded in Kubernetes. If it cannot resolve the node names, proxied API calls can fail, and you cannot retrieve logs from pods.

Routes

*.apps.<cluster_name>.<base_domain>.

A wildcard DNS A/AAAA or CNAME record that points to the load balancer that targets the machines that run the Ingress router pods, which are the worker nodes by default. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

1.5.6. Generating an SSH private key and adding it to the agent

If you want to perform installation debugging or disaster recovery on your cluster, you must provide an SSH key to both your ssh-agent and the installation program. You can use this key to access the bootstrap machine in a public cluster to troubleshoot installation issues.

Note

In a production environment, you require disaster recovery and debugging.

You can use this key to SSH into the master nodes as the user core. When you deploy the cluster, the key is added to the core user’s ~/.ssh/authorized_keys list.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

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 new 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)"

    Example output

    Agent pid 31874

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

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

    Example output

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

    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_rsa

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

1.5.7. Obtaining the installation program

Before you install OpenShift Container Platform, download the installation file on a local computer.

Prerequisites

  • A computer that runs Linux or macOS, with 500 MB of local disk space

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.

    Important

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

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

    $ tar xvf openshift-install-linux.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.

1.5.8. Manually creating the installation configuration file

For installations of OpenShift Container Platform that use user-provisioned infrastructure, you manually generate your installation configuration file.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the access token for your cluster.

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.

1.5.8.1. Sample install-config.yaml file for VMware vSphere

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

apiVersion: v1
baseDomain: example.com 1
compute:
- hyperthreading: Enabled 2 3
  name: worker
  replicas: 0 4
controlPlane:
  hyperthreading: Enabled 5 6
  name: master
  replicas: 3 7
metadata:
  name: test 8
platform:
  vsphere:
    vcenter: your.vcenter.server 9
    username: username 10
    password: password 11
    datacenter: datacenter 12
    defaultDatastore: datastore 13
    folder: "/<datacenter_name>/vm/<folder_name>/<subfolder_name>" 14
fips: false 15
pullSecret: '{"auths": ...}' 16
sshKey: 'ssh-ed25519 AAAA...' 17
1
The base domain of the cluster. All DNS records must be sub-domains of this base and include the cluster name.
2 5
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Although both sections currently define a single machine pool, it is possible that future versions of OpenShift Container Platform will support defining multiple compute pools during installation. Only one control plane pool is used.
3 6
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Your machines must use at least 8 CPUs and 32 GB of RAM if you disable simultaneous multithreading.

4
You must set the value of the replicas parameter to 0. This parameter controls the number of workers that the cluster creates and manages for you, which are functions that the cluster does not perform when you use user-provisioned infrastructure. You must manually deploy worker machines for the cluster to use before you finish installing OpenShift Container Platform.
7
The number of control plane machines that you add to the cluster. Because the cluster uses this values as the number of etcd endpoints in the cluster, the value must match the number of control plane machines that you deploy.
8
The cluster name that you specified in your DNS records.
9
The fully-qualified host name or IP address of the vCenter server.
10
The name of the user for accessing the server. This user must have at least the roles and privileges that are required for static or dynamic persistent volume provisioning in vSphere.
11
The password associated with the vSphere user.
12
The vSphere datacenter.
13
The default vSphere datastore to use.
14
Optional: For installer-provisioned infrastructure, the absolute path of an existing folder where the installation program creates the virtual machines, for example, /<datacenter_name>/vm/<folder_name>/<subfolder_name>. If you do not provide this value, the installation program creates a top-level folder in the datacenter virtual machine folder that is named with the infrastructure ID. If you are providing the infrastructure for the cluster, omit this parameter.
15
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
16
The pull secret that you obtained from the Pull Secret page on the Red Hat OpenShift Cluster Manager site. 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.
17
The public portion of the default SSH key for the core user in Red Hat Enterprise Linux CoreOS (RHCOS).
Note

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

1.5.8.2. Network configuration parameters

You can modify your cluster network configuration parameters in the install-config.yaml configuration file. The following table describes the parameters.

Note

You cannot modify these parameters in the install-config.yaml file after installation.

Table 1.26. Required network parameters

ParameterDescriptionValue

networking.networkType

The default Container Network Interface (CNI) network provider plug-in to deploy.

Either OpenShiftSDN or OVNKubernetes. The default value is OpenShiftSDN.

networking.clusterNetwork[].cidr

A block of IP addresses from which Pod IP addresses are allocated. The OpenShiftSDN network plug-in supports multiple cluster networks. The address blocks for multiple cluster networks must not overlap. Select address pools large enough to fit your anticipated workload.

An IP address allocation in CIDR format. The default value is 10.128.0.0/14.

networking.clusterNetwork[].hostPrefix

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

A subnet prefix. The default value is 23.

networking.serviceNetwork[]

A block of IP addresses for services. OpenShiftSDN allows only one serviceNetwork block. The address block must not overlap with any other network block.

An IP address allocation in CIDR format. The default value is 172.30.0.0/16.

networking.machineNetwork[].cidr

A block of IP addresses assigned to nodes created by the OpenShift Container Platform installation program while installing the cluster. The address block must not overlap with any other network block. Multiple CIDR ranges may be specified.

An IP address allocation in CIDR format. The default value is 10.0.0.0/16.

1.5.9. Modifying advanced network configuration parameters

You can modify the advanced network configuration parameters only before you install the cluster. Advanced configuration customization lets you integrate your cluster into your existing network environment by specifying an MTU or VXLAN port, by allowing customization of kube-proxy settings, and by specifying a different mode for the openshiftSDNConfig parameter.

Important

Modifying the OpenShift Container Platform manifest files directly is not supported.

Prerequisites

  • Create the install-config.yaml file and complete any modifications to it.
  • Create the Ignition config files for your cluster.

Procedure

  1. Use the following command to create manifests:

    $ ./openshift-install create manifests --dir=<installation_directory> 1
    1
    For <installation_directory>, specify the name of the directory that contains the install-config.yaml file for your cluster.
  2. Create a file that is named cluster-network-03-config.yml in the <installation_directory>/manifests/ directory:

    $ touch <installation_directory>/manifests/cluster-network-03-config.yml 1
    1
    For <installation_directory>, specify the directory name that contains the manifests/ directory for your cluster.

    After creating the file, several network configuration files are in the manifests/ directory, as shown:

    $ ls <installation_directory>/manifests/cluster-network-*

    Example output

    cluster-network-01-crd.yml
    cluster-network-02-config.yml
    cluster-network-03-config.yml

  3. Open the cluster-network-03-config.yml file in an editor and enter a CR that describes the Operator configuration you want:

    apiVersion: operator.openshift.io/v1
    kind: Network
    metadata:
      name: cluster
    spec: 1
      clusterNetwork:
      - cidr: 10.128.0.0/14
        hostPrefix: 23
      serviceNetwork:
      - 172.30.0.0/16
      defaultNetwork:
        type: OpenShiftSDN
        openshiftSDNConfig:
          mode: NetworkPolicy
          mtu: 1450
          vxlanPort: 4789
    1
    The parameters for the spec parameter are only an example. Specify your configuration for the Cluster Network Operator in the CR.

    The CNO provides default values for the parameters in the CR, so you must specify only the parameters that you want to change.

  4. Save the cluster-network-03-config.yml file and quit the text editor.
  5. Optional: Back up the manifests/cluster-network-03-config.yml file. The installation program deletes the manifests/ directory when creating the cluster.
  6. Remove the Kubernetes manifest files that define the control plane machines and compute machineSets:

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

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

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

1.5.10. Cluster Network Operator configuration

The configuration for the cluster network is specified as part of the Cluster Network Operator (CNO) configuration and stored in a CR object that is named cluster. The CR specifies the parameters for the Network API in the operator.openshift.io API group.

You can specify the cluster network configuration for your OpenShift Container Platform cluster by setting the parameter values for the defaultNetwork parameter in the CNO CR. The following CR displays the default configuration for the CNO and explains both the parameters you can configure and the valid parameter values:

Cluster Network Operator CR

apiVersion: operator.openshift.io/v1
kind: Network
metadata:
  name: cluster
spec:
  clusterNetwork: 1
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  serviceNetwork: 2
  - 172.30.0.0/16
  defaultNetwork: 3
    ...
  kubeProxyConfig: 4
    iptablesSyncPeriod: 30s 5
    proxyArguments:
      iptables-min-sync-period: 6
      - 0s

1 2
Specified in the install-config.yaml file.
3
Configures the default Container Network Interface (CNI) network provider for the cluster network.
4
The parameters for this object specify the kube-proxy configuration. If you do not specify the parameter values, the Cluster Network Operator applies the displayed default parameter values. If you are using the OVN-Kubernetes default CNI network provider, the kube-proxy configuration has no effect.
5
The refresh period for iptables rules. The default value is 30s. Valid suffixes include s, m, and h and are described in the Go time package documentation.
Note

Because of performance improvements introduced in OpenShift Container Platform 4.3 and greater, adjusting the iptablesSyncPeriod parameter is no longer necessary.

6
The minimum duration before refreshing iptables rules. This parameter ensures that the refresh does not happen too frequently. Valid suffixes include s, m, and h and are described in the Go time package.

1.5.10.1. Configuration parameters for the OpenShift SDN default CNI network provider

The following YAML object describes the configuration parameters for the OpenShift SDN default Container Network Interface (CNI) network provider.

defaultNetwork:
  type: OpenShiftSDN 1
  openshiftSDNConfig: 2
    mode: NetworkPolicy 3
    mtu: 1450 4
    vxlanPort: 4789 5
1
Specified in the install-config.yaml file.
2
Specify only if you want to override part of the OpenShift SDN configuration.
3
Configures the network isolation mode for OpenShift SDN. The allowed values are Multitenant, Subnet, or NetworkPolicy. The default value is NetworkPolicy.
4
The maximum transmission unit (MTU) for the VXLAN overlay network. This value is normally configured automatically, but if the nodes in your cluster do not all use the same MTU, then you must set this explicitly to 50 less than the smallest node MTU value.
5
The port to use for all VXLAN packets. The default value is 4789. If you are running in a virtualized environment with existing nodes that are part of another VXLAN network, then you might be required to change this. For example, when running an OpenShift SDN overlay on top of VMware NSX-T, you must select an alternate port for VXLAN, since both SDNs use the same default VXLAN port number.

On Amazon Web Services (AWS), you can select an alternate port for the VXLAN between port 9000 and port 9999.

1.5.10.2. Configuration parameters for the OVN-Kubernetes default CNI network provider

The following YAML object describes the configuration parameters for the OVN-Kubernetes default CNI network provider.

defaultNetwork:
  type: OVNKubernetes 1
  ovnKubernetesConfig: 2
    mtu: 1400 3
    genevePort: 6081 4
1
Specified in the install-config.yaml file.
2
Specify only if you want to override part of the OVN-Kubernetes configuration.
3
The MTU for the Geneve (Generic Network Virtualization Encapsulation) overlay network. This value is normally configured automatically, but if the nodes in your cluster do not all use the same MTU, then you must set this explicitly to 100 less than the smallest node MTU value.
4
The UDP port for the Geneve overlay network.

1.5.10.3. Cluster Network Operator example configuration

A complete CR object for the CNO is displayed in the following example:

Cluster Network Operator example CR

apiVersion: operator.openshift.io/v1
kind: Network
metadata:
  name: cluster
spec:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  serviceNetwork:
  - 172.30.0.0/16
  defaultNetwork:
    type: OpenShiftSDN
    openshiftSDNConfig:
      mode: NetworkPolicy
      mtu: 1450
      vxlanPort: 4789
  kubeProxyConfig:
    iptablesSyncPeriod: 30s
    proxyArguments:
      iptables-min-sync-period:
      - 0s

1.5.11. Creating the Ignition config files

Because you must manually start the cluster machines, you must generate the Ignition config files that the cluster needs to make its machines.

Important

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

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.

Procedure

  • Obtain the Ignition config files:

    $ ./openshift-install create ignition-configs --dir=<installation_directory> 1
    1
    For <installation_directory>, specify the directory name to store the files that the installation program creates.
    Important

    If you created an install-config.yaml file, specify the directory that contains it. Otherwise, specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OpenShift Container Platform version.

    The following files are generated in the directory:

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

1.5.12. Extracting the infrastructure name

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Generate the Ignition config files for your cluster.
  • Install the jq package.

Procedure

  • To extract and view the infrastructure name from the Ignition config file metadata, run the following command:

    $ jq -r .infraID <installation_directory>/metadata.json 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

    openshift-vw9j6 1

    1
    The output of this command is your cluster name and a random string.

1.5.13. Creating Red Hat Enterprise Linux CoreOS (RHCOS) machines in vSphere

Before you install a cluster that contains user-provisioned infrastructure on VMware vSphere, you must create RHCOS machines on vSphere hosts for it to use.

Prerequisites

  • Obtain the Ignition config files for your cluster.
  • Have access to an HTTP server that you can access from your computer and that the machines that you create can access.
  • Create a vSphere cluster.

Procedure

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

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

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

    {
      "ignition": {
        "config": {
          "merge": [
            {
              "source": "<bootstrap_ignition_config_url>" 1
            }
          ]
        },
        "version": "3.1.0"
      }
    }
    1
    Specify the URL of the bootstrap Ignition config file that you hosted.

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

  3. Convert the master, worker, and secondary bootstrap Ignition config files to Base64 encoding.

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

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

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

  4. Obtain the RHCOS OVA image from the Product Downloads page on the Red Hat customer portal or the RHCOS image mirror page.

    Important

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

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

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

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

    Note

    In the following steps, you use the same template for all of your cluster machines and provide the location for the Ignition config file for that machine type when you provision the VMs.

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

      • Select Thin Provision or Thick Provision, based on your storage preferences.
      • Select the datastore that you specified in your install-config.yaml file.
    6. On the Select network tab, specify the network that you configured for the cluster, if available.
    7. If you plan to use the same template for all cluster machine types, do not specify values on the Customize template tab.

      Important

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

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

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

      • Optional: In the event of cluster performance issues, from the Latency Sensitivity list, select High.
      • Click Edit Configuration, and on the Configuration Parameters window, click Add Configuration Params. Define the following parameter names and values:

        • guestinfo.ignition.config.data: Paste the contents of the base64-encoded Ignition config file for this machine type.
        • guestinfo.ignition.config.data.encoding: Specify base64.
        • disk.EnableUUID: Specify TRUE.
      • Alternatively, prior to powering on the virtual machine add via vApp properties:

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

    Important

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

1.5.14. Installing the CLI by downloading the binary

You can install the OpenShift CLI (oc) in order to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS.

Important

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OpenShift Container Platform 4.5. Download and install the new version of oc.

1.5.14.1. Installing the CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Linux from the drop-down menu and click Download command-line tools.
  4. Unpack the archive:

    $ tar xvzf <file>
  5. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.5.14.2. Installing the CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select Windows from the drop-down menu and click Download command-line tools.
  4. Unzip the archive with a ZIP program.
  5. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    C:\> path

After you install the CLI, it is available using the oc command:

C:\> oc <command>

1.5.14.3. Installing the CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to the Infrastructure Provider page on the Red Hat OpenShift Cluster Manager site.
  2. Select your infrastructure provider, and, if applicable, your installation type.
  3. In the Command-line interface section, select MacOS from the drop-down menu and click Download command-line tools.
  4. Unpack and unzip the archive.
  5. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    $ echo $PATH

After you install the CLI, it is available using the oc command:

$ oc <command>

1.5.15. Creating the cluster

To create the OpenShift Container Platform cluster, you wait for the bootstrap process to complete on the machines that you provisioned by using the Ignition config files that you generated with the installation program.

Prerequisites

  • Create the required infrastructure for the cluster.
  • You obtained the installation program and generated the Ignition config files for your cluster.
  • You used the Ignition config files to create RHCOS machines for your cluster.
  • Your machines have direct internet access.

Procedure

  1. Monitor the bootstrap process:

    $ ./openshift-install --dir=<installation_directory> wait-for bootstrap-complete \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different installation details, specify warn, debug, or error instead of info.

    Example output

    INFO Waiting up to 30m0s for the Kubernetes API at https://api.test.example.com:6443...
    INFO API v1.19.0 up
    INFO Waiting up to 30m0s for bootstrapping to complete...
    INFO It is now safe to remove the bootstrap resources

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

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

    Important

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

1.5.16. Logging in to the cluster

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

Prerequisites

  • Deploy an OpenShift Container Platform cluster.
  • Install the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

1.5.17. Approving the CSRs for your machines

When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself.

Prerequisites

  • You added machines to your cluster.

Procedure

  1. Confirm that the cluster recognizes the machines:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  63m  v1.19.0
    master-1  Ready     master  63m  v1.19.0
    master-2  Ready     master  64m  v1.19.0
    worker-0  NotReady  worker  76s  v1.19.0
    worker-1  NotReady  worker  70s  v1.19.0

    The output lists all of the machines that you created.

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

    $ oc get csr

    Example output

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

Additional information

1.5.18. Initial Operator configuration

After the control plane initializes, you must immediately configure some Operators so that they all become available.

Prerequisites

  • Your control plane has initialized.

Procedure

  1. Watch the cluster components come online:

    $ watch -n5 oc get clusteroperators

    Example output

    NAME                                       VERSION AVAILABLE   PROGRESSING   DEGRADED   SINCE
    authentication                             4.6.0   True        False         False      3h56m
    cloud-credential                           4.6.0   True        False         False      29h
    cluster-autoscaler                         4.6.0   True        False         False      29h
    config-operator                            4.6.0   True        False         False      6h39m
    console                                    4.6.0   True        False         False      3h59m
    csi-snapshot-controller                    4.6.0   True        False         False      4h12m
    dns                                        4.6.0   True        False         False      4h15m
    etcd                                       4.6.0   True        False         False      29h
    image-registry                             4.6.0   True        False         False      3h59m
    ingress                                    4.6.0   True        False         False      4h30m
    insights                                   4.6.0   True        False         False      29h
    kube-apiserver                             4.6.0   True        False         False      29h
    kube-controller-manager                    4.6.0   True        False         False      29h
    kube-scheduler                             4.6.0   True        False         False      29h
    kube-storage-version-migrator              4.6.0   True        False         False      4h2m
    machine-api                                4.6.0   True        False         False      29h
    machine-approver                           4.6.0   True        False         False      6h34m
    machine-config                             4.6.0   True        False         False      3h56m
    marketplace                                4.6.0   True        False         False      4h2m
    monitoring                                 4.6.0   True        False         False      6h31m
    network                                    4.6.0   True        False         False      29h
    node-tuning                                4.6.0   True        False         False      4h30m
    openshift-apiserver                        4.6.0   True        False         False      3h56m
    openshift-controller-manager               4.6.0   True        False         False      4h36m
    openshift-samples                          4.6.0   True        False         False      4h30m
    operator-lifecycle-manager                 4.6.0   True        False         False      29h
    operator-lifecycle-manager-catalog         4.6.0   True        False         False      29h
    operator-lifecycle-manager-packageserver   4.6.0   True        False         False      3h59m
    service-ca                                 4.6.0   True        False         False      29h
    storage                                    4.6.0   True        False         False      4h30m

  2. Configure the Operators that are not available.

1.5.18.1. Image registry removed during installation

On platforms that do not provide shareable object storage, the OpenShift Image Registry Operator bootstraps itself as Removed. This allows openshift-installer to complete installations on these platform types.

After installation, you must edit the Image Registry Operator configuration to switch the managementState from Removed to Managed.

Note

The Prometheus console provides an ImageRegistryRemoved alert, for example:

"Image Registry has been removed. ImageStreamTags, BuildConfigs and DeploymentConfigs which reference ImageStreamTags may not work as expected. Please configure storage and update the config to Managed state by editing configs.imageregistry.operator.openshift.io."

1.5.18.2. Image registry storage configuration

The image-registry Operator is not initially available for platforms that do not provide default storage. After installation, you must configure your registry to use storage so that the Registry Operator is made available.

Instructions are shown for configuring a PersistentVolume, which is required for production clusters. Where applicable, instructions are shown for configuring an empty directory as the storage location, which is available for only non-production clusters.

Additional instructions are provided for allowing the image registry to use block storage types by using the Recreate rollout strategy during upgrades.

1.5.18.2.1. Configuring block registry storage for VMware vSphere

To allow the image registry to use block storage types such as vSphere Virtual Machine Disk (VMDK) during upgrades as a cluster administrator, you can use the Recreate rollout strategy.

Important

Block storage volumes are supported but not recommended for use with image registry on production clusters. An installation where the registry is configured on block storage is not highly available because the registry cannot have more than one replica.

Procedure

  1. To set the image registry storage as a block storage type, patch the registry so that it uses the Recreate rollout strategy and runs with only 1 replica:

    $ oc patch config.imageregistry.operator.openshift.io/cluster --type=merge -p '{"spec":{"rolloutStrategy":"Recreate","replicas":1}}'
  2. Provision the PV for the block storage device, and create a PVC for that volume. The requested block volume uses the ReadWriteOnce (RWO) access mode.

    1. Create a pvc.yaml file with the following contents to define a VMware vSphere PersistentVolumeClaim:

      kind: PersistentVolumeClaim
      apiVersion: v1
      metadata:
        name: image-registry-storage 1
      spec:
        accessModes:
        - ReadWriteOnce 2
        resources:
          requests:
            storage: 100Gi 3
      1
      A unique name that represents the PersistentVolumeClaim.
      2
      The access mode of the PersistentVolumeClaim. With ReadWriteOnce, the volume can be mounted with read and write permissions by a single node.
      3
      The size of the PersistentVolumeClaim.
    2. Create the PersistentVolumeClaim from the file:

      $ oc create -f pvc.yaml
  3. Edit the registry configuration so that it references the correct PVC:

    $ oc edit config.imageregistry.operator.openshift.io -o yaml

    Example output

    storage:
      pvc:
        claim: 1

    1
    Creating a custom PVC allows you to leave the claim field blank for the default automatic creation of an image-registry-storage PVC.

For instructions about configuring registry storage so that it references the correct PVC, see Configuring the registry for vSphere.

1.5.19. Completing installation on user-provisioned infrastructure

After you complete the Operator configuration, you can finish installing the cluster on infrastructure that you provide.

Prerequisites

  • Your control plane has initialized.
  • You have completed the initial Operator configuration.

Procedure

  1. Confirm that all the cluster components are online:

    $ watch -n5 oc get clusteroperators

    Example output

    NAME                                       VERSION AVAILABLE   PROGRESSING   DEGRADED   SINCE
    authentication                             4.6.0   True        False         False      3h56m
    cloud-credential                           4.6.0   True        False         False      29h
    cluster-autoscaler                         4.6.0   True        False         False      29h
    config-operator                            4.6.0   True        False         False      6h39m
    console                                    4.6.0   True        False         False      3h59m
    csi-snapshot-controller                    4.6.0   True        False         False      4h12m
    dns                                        4.6.0   True        False         False      4h15m
    etcd                                       4.6.0   True        False         False      29h
    image-registry                             4.6.0   True        False         False      3h59m
    ingress                                    4.6.0   True        False         False      4h30m
    insights                                   4.6.0   True        False         False      29h
    kube-apiserver                             4.6.0   True        False         False      29h
    kube-controller-manager                    4.6.0   True        False         False      29h
    kube-scheduler                             4.6.0   True        False         False      29h
    kube-storage-version-migrator              4.6.0   True        False         False      4h2m
    machine-api                                4.6.0   True        False         False      29h
    machine-approver                           4.6.0   True        False         False      6h34m
    machine-config                             4.6.0   True        False         False      3h56m
    marketplace                                4.6.0   True        False         False      4h2m
    monitoring                                 4.6.0   True        False         False      6h31m
    network                                    4.6.0   True        False         False      29h
    node-tuning                                4.6.0   True        False         False      4h30m
    openshift-apiserver                        4.6.0   True        False         False      3h56m
    openshift-controller-manager               4.6.0   True        False         False      4h36m
    openshift-samples                          4.6.0   True        False         False      4h30m
    operator-lifecycle-manager                 4.6.0   True        False         False      29h
    operator-lifecycle-manager-catalog         4.6.0   True        False         False      29h
    operator-lifecycle-manager-packageserver   4.6.0   True        False         False      3h59m
    service-ca                                 4.6.0   True        False         False      29h
    storage                                    4.6.0   True        False         False      4h30m

    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
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

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

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

    Important

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

  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

      Example output

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

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

      $ oc logs <pod_name> -n <namespace> 1
      1
      Specify the Pod name and namespace, as shown in the output of the previous command.

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

1.5.20. Backing up VMware vSphere volumes

OpenShift Container Platform provisions new volumes as independent persistent disks to freely attach and detach the volume on any node in the cluster. As a consequence, it is not possible to back up volumes that use snapshots, or to restore volumes from snapshots. See Snapshot Limitations for more information.

Procedure

To create a backup of persistent volumes:

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

1.5.21. Next steps

1.6. Installing a cluster on vSphere in a restricted network with user-provisioned infrastructure

In OpenShift Container Platform version 4.5, you can install a cluster on VMware vSphere infrastructure that you provision in a restricted network.

1.6.1. Prerequisites

1.6.2. About installations in restricted networks

In OpenShift Container Platform 4.5, you can perform an installation that does not require an active connection to the internet to obtain software components. You complete an installation in a restricted network on only infrastructure that you provision, not infrastructure that the installation program provisions, so your platform selection is limited.

If you choose to perform a restricted network installation on a cloud platform, you still require access to its cloud APIs. Some cloud functions, like Amazon Web Service’s IAM service, require internet access, so you might still require internet access. Depending on your network, you might require less internet access for an installation on bare metal hardware or on VMware vSphere.

To complete a restricted network installation, you must create a registry that mirrors the contents of the OpenShift Container Platform registry and contains the installation media. You can create this registry on a mirror host, which can access both the internet and your closed network, or by using other methods that meet your restrictions.

Important

Restricted network installations always use user-provisioned infrastructure. Because of the complexity of the configuration for user-provisioned installations, consider completing a standard user-provisioned infrastructure installation before you attempt a restricted network installation. Completing this test installation might make it easier to isolate and troubleshoot any issues that might arise during your installation in a restricted network.

1.6.2.1. Additional limits

Clusters in restricted networks have the following additional limitations and restrictions:

  • The ClusterVersion status includes an Unable to retrieve available updates error.
  • By default, you cannot use the contents of the Developer Catalog because you cannot access the required ImageStreamTags.

1.6.3. Internet and Telemetry access for OpenShift Container Platform

In OpenShift Container Platform 4.5, you require access to the internet to obtain the images that are necessary to install your cluster. The Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, also requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to the Red Hat OpenShift Cluster Manager (OCM).

Once you confirm that your Red Hat OpenShift Cluster Manager inventory is correct, either maintained automatically by Telemetry or manually using OCM, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level.

You must have internet access to:

  • Access the Red Hat OpenShift Cluster Manager page to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.
  • Access Quay.io to obtain the packages that are required to install your cluster.
  • Obtain the packages that are required to perform cluster updates.
Important

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the content that is required and use it to populate a mirror registry with the packages that you need to install a cluster and generate the installation program. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

1.6.4. VMware vSphere infrastructure requirements

You must install the OpenShift Container Platform cluster on a VMware vSphere version 6 or 7 instance that meets the requirements for the components that you use.

Table 1.27. Minimum supported vSphere version for VMware components

ComponentMinimum supported versionsDescription

Hypervisor

vSphere 6.5 and later with HW version 13

This version is the minimum version that Red Hat Enterprise Linux CoreOS (RHCOS) supports. See the Red Hat Enterprise Linux 8 supported hypervisors list.

Networking (NSX-T)

vSphere 6.5U3 or vSphere 6.7U2 and later

vSphere 6.5U3 or vSphere 6.7U2+ are required for OpenShift Container Platform. VMware’s NSX Container Plug-in (NCP) 3.0.2 is certified with OpenShift Container Platform 4.6 and NSX-T 3.x+.

Storage with in-tree drivers

vSphere 6.5 and later

This plug-in creates vSphere storage by using the in-tree storage drivers for vSphere included in OpenShift Container Platform and can be used when vSphere CSI drivers are not available.

Storage with vSphere CSI driver

vSphere 6.7U3 and later

This plug-in creates vSphere storage by using the standard Container Storage Interface. The vSphere CSI driver is provided and supported by VMware.

If you use a vSphere version 6.5 instance, consider upgrading to 6.7U3 or 7.0 before you install OpenShift Container Platform.

Important

You must ensure that the time on your ESXi hosts is synchronized before you install OpenShift Container Platform. See Edit Time Configuration for a Host in the VMware documentation.

Important

A limitation of using VPC is that the Storage Distributed Resource Scheduler (SDRS) is not supported. See vSphere Storage for Kubernetes FAQs in the VMware documentation.

1.6.5. Machine requirements for a cluster with user-provisioned infrastructure

For a cluster that contains user-provisioned infrastructure, you must deploy all of the required machines.

1.6.5.1. Required machines

The smallest OpenShift Container Platform clusters require the following hosts:

  • One temporary bootstrap machine
  • Three control plane, or master, machines
  • At least two compute machines, which are also known as worker machines
Note

The cluster requires the bootstrap machine to deploy the OpenShift Container Platform cluster on the three control plane machines. You can remove the bootstrap machine after you install the cluster.

Important

To maintain high availability of your cluster, use separate physical hosts for these cluster machines.

The bootstrap, control plane, and compute machines must use the Red Hat Enterprise Linux CoreOS (RHCOS) as the operating system.

Note that RHCOS is based on Red Hat Enterprise Linux (RHEL) 8 and inherits all of its hardware certifications and requirements. See Red Hat Enterprise Linux technology capabilities and limits.

1.6.5.2. Network connectivity requirements

All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require network in initramfs during boot to fetch Ignition config files from the Machine Config Server. During the initial boot, the machines require either a DHCP server or that static IP addresses be set in order to establish a network connection to download their Ignition config files.

1.6.5.3. Minimum resource requirements

Each cluster machine must meet the following minimum requirements:

MachineOperating SystemvCPUVirtual RAMStorage

Bootstrap

RHCOS

4

16 GB

120 GB

Control plane

RHCOS

4

16 GB

120 GB

Compute

RHCOS or RHEL 7.6

2

8 GB

120 GB

1.6.5.4. Certificate signing requests management

Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager only approves the kubelet client CSRs. The machine-approver cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.

1.6.6. Creating the user-provisioned infrastructure

Before you deploy an OpenShift Container Platform cluster that uses user-provisioned infrastructure, you must create the underlying infrastructure.

Prerequistes

Procedure

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

1.6.6.1. Networking requirements for user-provisioned infrastructure

All the Red Hat Enterprise Linux CoreOS (RHCOS) machines require network in initramfs during boot to fetch Ignition config from the Machine Config Server.

During the initial boot, the machines require either a DHCP server or that static IP addresses be set on each host in the cluster in order to establish a network connection, which allows them to download their Ignition config files.

It is recommended to use the DHCP server to manage the machines for the cluster long-term. Ensure that the DHCP server is configured to provide persistent IP addresses and host names to the cluster machines.

The Kubernetes API server must be able to resolve the node names of the cluster machines. If the API servers and worker nodes are in different zones, you can configure a default DNS search zone to allow the API server to resolve the node names. Another supported approach is to always refer to hosts by their fully-qualified domain names in both the node objects and all DNS requests.

You must configure the network connectivity between machines to allow cluster components to communicate. Each machine must be able to resolve the host names of all other machines in the cluster.

Table 1.28. All machines to all machines

ProtocolPortDescription

ICMP

N/A

Network reachability tests

TCP

9000-9999

Host level services, including the node exporter on ports 9100-9101 and the Cluster Version Operator on port 9099.

10250-10259

The default ports that Kubernetes reserves

10256

openshift-sdn

UDP

4789

VXLAN and Geneve

6081

VXLAN and Geneve

9000-9999

Host level services, including the node exporter on ports 9100-9101.

TCP/UDP

30000-32767

Kubernetes NodePort

Table 1.29. All machines to control plane

ProtocolPortDescription

TCP

2379-2380

etcd server, peer, and metrics ports

6443

Kubernetes API

Network topology requirements

The infrastructure that you provision for your cluster must meet the following network topology requirements.

Important

OpenShift Container Platform requires all nodes to have internet access to pull images for platform containers and provide telemetry data to Red Hat.

Load balancers

Before you install OpenShift Container Platform, you must provision two load balancers that meet the following requirements:

  1. API load balancer: Provides a common endpoint for users, both human and machine, to interact with and configure the platform. Configure the following conditions:

    • Layer 4 load balancing only. This can be referred to as Raw TCP, SSL Passthrough, or SSL Bridge mode. If you use SSL Bridge mode, you must enable Server Name Indication (SNI) for the API routes.
    • A stateless load balancing algorithm. The options vary based on the load balancer implementation.
    Note

    Session persistence is not required for the API load balancer to function properly.

    Configure the following ports on both the front and back of the load balancers:

    Table 1.30. API load balancer

    PortBack-end machines (pool members)InternalExternalDescription

    6443

    Bootstrap and control plane. You remove the bootstrap machine from the load balancer after the bootstrap machine initializes the cluster control plane. You must configure the /readyz endpoint for the API server health check probe.

    X

    X

    Kubernetes API server

    22623

    Bootstrap and control plane. You remove the bootstrap machine from the load balancer after the bootstrap machine initializes the cluster control plane.

    X

     

    Machine Config server

    Note

    The load balancer must be configured to take a maximum of 30 seconds from the time the API server turns off the /readyz endpoint to the removal of the API server instance from the pool. Within the time frame after /readyz returns an error or becomes healthy, the endpoint must have been removed or added. Probing every 5 or 10 seconds, with two successful requests to become healthy and three to become unhealthy, are well-tested values.

  2. Application Ingress load balancer: Provides an Ingress point for application traffic flowing in from outside the cluster. Configure the following conditions:

    • Layer 4 load balancing only. This can be referred to as Raw TCP, SSL Passthrough, or SSL Bridge mode. If you use SSL Bridge mode, you must enable Server Name Indication (SNI) for the Ingress routes.
    • A connection-based or session-based persistence is recommended, based on the options available and types of applications that will be hosted on the platform.

    Configure the following ports on both the front and back of the load balancers:

    Table 1.31. Application Ingress load balancer

    PortBack-end machines (pool members)InternalExternalDescription

    443

    The machines that run the Ingress router pods, compute, or worker, by default.

    X

    X

    HTTPS traffic

    80

    The machines that run the Ingress router pods, compute, or worker by default.

    X

    X

    HTTP traffic

Tip

If the true IP address of the client can be seen by the load balancer, enabling source IP-based session persistence can improve performance for applications that use end-to-end TLS encryption.

Note

A working configuration for the Ingress router is required for an OpenShift Container Platform cluster. You must configure the Ingress router after the control plane initializes.

Ethernet adaptor hardware address requirements

When provisioning VMs for the cluster, the ethernet interfaces configured for each VM must use a MAC address from the VMware Organizationally Unique Identifier (OUI) allocation ranges:

  • 00:05:69:00:00:00 to 00:05:69:FF:FF:FF
  • 00:0c:29:00:00:00 to 00:0c:29:FF:FF:FF
  • 00:1c:14:00:00:00 to 00:1c:14:FF:FF:FF
  • 00:50:56:00:00:00 to 00:50:56:FF:FF:FF

If a MAC address outside the VMware OUI is used, the cluster installation will not succeed.

1.6.6.2. User-provisioned DNS requirements

The following DNS records are required for an OpenShift Container Platform cluster that uses user-provisioned infrastructure. In each record, <cluster_name> is the cluster name and <base_domain> is the cluster base domain that you specify in the install-config.yaml file. A complete DNS record takes the form: <component>.<cluster_name>.<base_domain>..

Table 1.32. Required DNS records

ComponentRecordDescription

Kubernetes API

api.<cluster_name>.<base_domain>.

This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

api-int.<cluster_name>.<base_domain>.

This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable from all the nodes within the cluster.

Important

The API server must be able to resolve the worker nodes by the host names that are recorded in Kubernetes. If it cannot resolve the node names, proxied API calls can fail, and you cannot retrieve logs from pods.

Routes

*.apps.<cluster_name>.<base_domain>.

A wildcard DNS A/AAAA or CNAME record that points to the load balancer that targets the machines that run the Ingress router pods, which are the worker nodes by default. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster.

1.6.7. Generating an SSH private key and adding it to the agent

If you want to perform installation debugging or disaster recovery on your cluster, you must provide an SSH key to both your ssh-agent and the installation program. You can use this key to access the bootstrap machine in a public cluster to troubleshoot installation issues.

Note

In a production environment, you require disaster recovery and debugging.

You can use this key to SSH into the master nodes as the user core. When you deploy the cluster, the key is added to the core user’s ~/.ssh/authorized_keys list.

Note

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

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 new 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)"

    Example output

    Agent pid 31874

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

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

    Example output

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

    1
    Specify the path and file name for your SSH private key, such as ~/.ssh/id_rsa

Next steps

  • When you install OpenShift Container Platform, provide the SSH public key to the installation program. If you install a cluster on infrastructure that you provision, you must provide this key to your cluster’s machines.

1.6.8. Manually creating the installation configuration file

For installations of OpenShift Container Platform that use user-provisioned infrastructure, you manually generate your installation configuration file.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the access token for your cluster.
  • Obtain the imageContentSources section from the output of the command to mirror the repository.
  • Obtain the contents of the certificate for your mirror registry.

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.

    • Unless you use a registry that RHCOS trusts by default, such as docker.io, you must provide the contents of the certificate for your mirror repository in the additionalTrustBundle section. In most cases, you must provide the certificate for your mirror.
    • You must include the imageContentSources section from the output of the command to mirror the repository.
  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.

1.6.8.1. Sample install-config.yaml file for VMware vSphere

You can customize the install-config.yaml file to specify more details about your OpenShift Container Platform cluster’s platform or modify the values of the required parameters.

apiVersion: v1
baseDomain: example.com 1
compute:
- hyperthreading: Enabled 2 3
  name: worker
  replicas: 0 4
controlPlane:
  hyperthreading: Enabled 5 6
  name: master
  replicas: 3 7
metadata:
  name: test 8
platform:
  vsphere:
    vcenter: your.vcenter.server 9
    username: username 10
    password: password 11
    datacenter: datacenter 12
    defaultDatastore: datastore 13
    folder: "/<datacenter_name>/vm/<folder_name>/<subfolder_name>" 14
fips: false 15
pullSecret: '{"auths":{"<local_registry>": {"auth": "<credentials>","email": "you@example.com"}}}' 16
sshKey: 'ssh-ed25519 AAAA...' 17
additionalTrustBundle: | 18
  -----BEGIN CERTIFICATE-----
  ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
  -----END CERTIFICATE-----
imageContentSources: 19
- mirrors:
  - <local_registry>/<local_repository_name>/release
  source: quay.io/openshift-release-dev/ocp-release
- mirrors:
  - <local_registry>/<local_repository_name>/release
  source: registry.svc.ci.openshift.org/ocp/release
1
The base domain of the cluster. All DNS records must be sub-domains of this base and include the cluster name.
2 5
The controlPlane section is a single mapping, but the compute section is a sequence of mappings. To meet the requirements of the different data structures, the first line of the compute section must begin with a hyphen, -, and the first line of the controlPlane section must not. Although both sections currently define a single machine pool, it is possible that future versions of OpenShift Container Platform will support defining multiple compute pools during installation. Only one control plane pool is used.
3 6
Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.
Important

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Your machines must use at least 8 CPUs and 32 GB of RAM if you disable simultaneous multithreading.

4
You must set the value of the replicas parameter to 0. This parameter controls the number of workers that the cluster creates and manages for you, which are functions that the cluster does not perform when you use user-provisioned infrastructure. You must manually deploy worker machines for the cluster to use before you finish installing OpenShift Container Platform.
7
The number of control plane machines that you add to the cluster. Because the cluster uses this values as the number of etcd endpoints in the cluster, the value must match the number of control plane machines that you deploy.
8
The cluster name that you specified in your DNS records.
9
The fully-qualified host name or IP address of the vCenter server.
10
The name of the user for accessing the server. This user must have at least the roles and privileges that are required for static or dynamic persistent volume provisioning in vSphere.
11
The password associated with the vSphere user.
12
The vSphere datacenter.
13
The default vSphere datastore to use.
14
Optional: For installer-provisioned infrastructure, the absolute path of an existing folder where the installation program creates the virtual machines, for example, /<datacenter_name>/vm/<folder_name>/<subfolder_name>. If you do not provide this value, the installation program creates a top-level folder in the datacenter virtual machine folder that is named with the infrastructure ID. If you are providing the infrastructure for the cluster, omit this parameter.
15
Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Red Hat Enterprise Linux CoreOS (RHCOS) machines that OpenShift Container Platform runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with RHCOS instead.
16
For <local_registry>, specify the registry domain name, and optionally the port, that your mirror registry uses to serve content. For example registry.example.com or registry.example.com:5000. For <credentials>, specify the base64-encoded user name and password for your mirror registry.
17
The public portion of the default SSH key for the core user in Red Hat Enterprise Linux CoreOS (RHCOS).
Note

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

18
Provide the contents of the certificate file that you used for your mirror registry.
19
Provide the imageContentSources section from the output of the command to mirror the repository.

1.6.8.2. Configuring the cluster-wide proxy during installation

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

Prerequisites

  • An existing install-config.yaml file.
  • Review the sites that your cluster requires access to and determine whether any need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. Add sites to the Proxy object’s spec.noProxy field to bypass the proxy if necessary.

    Note

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

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

Procedure

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

    apiVersion: v1
    baseDomain: my.domain.com
    proxy:
      httpProxy: http://<username>:<pswd>@<ip>:<port> 1
      httpsProxy: http://<username>:<pswd>@<ip>:<port> 2
      noProxy: example.com 3
    additionalTrustBundle: | 4
        -----BEGIN CERTIFICATE-----
        <MY_TRUSTED_CA_CERT>
        -----END CERTIFICATE-----
    ...
    1
    A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http. If you use an MITM transparent proxy network that does not require additional proxy configuration but requires additional CAs, you must not specify an httpProxy value.
    2
    A proxy URL to use for creating HTTPS connections outside the cluster. If this field is not specified, then httpProxy is used for both HTTP and HTTPS connections. If you use an MITM transparent proxy network that does not require additional proxy configuration but requires additional CAs, you must not specify an httpsProxy value.
    3
    A comma-separated list of destination domain names, domains, IP addresses, or other network CIDRs to exclude proxying. Preface a domain with . to include all subdomains of that domain. Use * to bypass proxy for all destinations.
    4
    If provided, the installation program generates a ConfigMap that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle ConfigMap that merges these contents with the Red Hat Enterprise Linux CoreOS (RHCOS) trust bundle, and this ConfigMap is referenced in the Proxy object’s trustedCA field. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the RHCOS trust bundle. If you use an MITM transparent proxy network that does not require additional proxy configuration but requires additional CAs, you must provide the MITM CA certificate.
    Note

    The installation program does not support the proxy readinessEndpoints field.

  2. Save the file and reference it when installing OpenShift Container Platform.

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

Note

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

1.6.9. Creating the Kubernetes manifest and Ignition config files

Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to make its machines.

Important

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

Prerequisites

  • Obtain the OpenShift Container Platform installation program. For a restricted network installation, these files are on your mirror host.
  • Create the install-config.yaml installation configuration file.

Procedure

  1. Generate the Kubernetes manifests for the cluster:

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

    Example output

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

    1
    For <installation_directory>, specify the installation directory that contains the install-config.yaml file you created.

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

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

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

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

    • You can preserve the MachineSet files to create compute machines by using the machine API, but you must update references to them to match your environment.
  3. Modify the <installation_directory>/manifests/cluster-scheduler-02-config.yml Kubernetes manifest file to prevent pods from being scheduled on the control plane machines:

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

    $ ./openshift-install create ignition-configs --dir=<installation_directory> 1
    1
    For <installation_directory>, specify the same installation directory.

    The following files are generated in the directory:

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

1.6.10. Extracting the infrastructure name

The Ignition config files contain a unique cluster identifier that you can use to uniquely identify your cluster in VMware vSphere. If you plan to use the cluster identifier as the name of your virtual machine folder, you must extract it.

Prerequisites

  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
  • Generate the Ignition config files for your cluster.
  • Install the jq package.

Procedure

  • To extract and view the infrastructure name from the Ignition config file metadata, run the following command:

    $ jq -r .infraID <installation_directory>/metadata.json 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

    openshift-vw9j6 1

    1
    The output of this command is your cluster name and a random string.

1.6.11. Creating Red Hat Enterprise Linux CoreOS (RHCOS) machines in vSphere

Before you install a cluster that contains user-provisioned infrastructure on VMware vSphere, you must create RHCOS machines on vSphere hosts for it to use.

Prerequisites

  • Obtain the Ignition config files for your cluster.
  • Have access to an HTTP server that you can access from your computer and that the machines that you create can access.
  • Create a vSphere cluster.

Procedure

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

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

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

    {
      "ignition": {
        "config": {
          "merge": [
            {
              "source": "<bootstrap_ignition_config_url>" 1
            }
          ]
        },
        "version": "3.1.0"
      }
    }
    1
    Specify the URL of the bootstrap Ignition config file that you hosted.

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

  3. Convert the master, worker, and secondary bootstrap Ignition config files to Base64 encoding.

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

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

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

  4. Obtain the RHCOS OVA image from the Product Downloads page on the Red Hat customer portal or the RHCOS image mirror page.

    Important

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

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

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

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

    Note

    In the following steps, you use the same template for all of your cluster machines and provide the location for the Ignition config file for that machine type when you provision the VMs.

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

      • Select Thin Provision or Thick Provision, based on your storage preferences.
      • Select the datastore that you specified in your install-config.yaml file.
    6. On the Select network tab, specify the network that you configured for the cluster, if available.
    7. If you plan to use the same template for all cluster machine types, do not specify values on the Customize template tab.

      Important

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

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

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

      • Optional: In the event of cluster performance issues, from the Latency Sensitivity list, select High.
      • Click Edit Configuration, and on the Configuration Parameters window, click Add Configuration Params. Define the following parameter names and values:

        • guestinfo.ignition.config.data: Paste the contents of the base64-encoded Ignition config file for this machine type.
        • guestinfo.ignition.config.data.encoding: Specify base64.
        • disk.EnableUUID: Specify TRUE.
      • Alternatively, prior to powering on the virtual machine add via vApp properties:

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

    Important

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

1.6.12. Creating the cluster

To create the OpenShift Container Platform cluster, you wait for the bootstrap process to complete on the machines that you provisioned by using the Ignition config files that you generated with the installation program.

Prerequisites

  • Create the required infrastructure for the cluster.
  • You obtained the installation program and generated the Ignition config files for your cluster.
  • You used the Ignition config files to create RHCOS machines for your cluster.

Procedure

  1. Monitor the bootstrap process:

    $ ./openshift-install --dir=<installation_directory> wait-for bootstrap-complete \ 1
        --log-level=info 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different installation details, specify warn, debug, or error instead of info.

    Example output

    INFO Waiting up to 30m0s for the Kubernetes API at https://api.test.example.com:6443...
    INFO API v1.19.0 up
    INFO Waiting up to 30m0s for bootstrapping to complete...
    INFO It is now safe to remove the bootstrap resources

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

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

    Important

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

1.6.13. Logging in to the cluster

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

Prerequisites

  • Deploy an OpenShift Container Platform cluster.
  • Install the oc CLI.

Procedure

  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig 1
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami

    Example output

    system:admin

1.6.14. Approving the CSRs for your machines

When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself.

Prerequisites

  • You added machines to your cluster.

Procedure

  1. Confirm that the cluster recognizes the machines:

    $ oc get nodes

    Example output

    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  63m  v1.19.0
    master-1  Ready     master  63m  v1.19.0
    master-2  Ready     master  64m  v1.19.0
    worker-0  NotReady  worker  76s  v1.19.0
    worker-1  NotReady  worker  70s  v1.19.0

    The output lists all of the machines that you created.

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

    $ oc get csr

    Example output

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

Additional information

1.6.15. Initial Operator configuration

After the control plane initializes, you must immediately configure some Operators so that they all become available.

Prerequisites

  • Your control plane has initialized.

Procedure

  1. Watch the cluster components come online:

    $ watch -n5 oc get clusteroperators

    Example output

    NAME                                       VERSION AVAILABLE   PROGRESSING   DEGRADED   SINCE
    authentication                             4.6.0   True        False         False      3h56m
    cloud-credential                           4.6.0   True        False         False      29h
    cluster-autoscaler                         4.6.0   True        False         False      29h
    config-operator                            4.6.0   True        False         False      6h39m
    console                                    4.6.0   True        False         False      3h59m
    csi-snapshot-controller                    4.6.0   True        False         False      4h12m
    dns                                        4.6.0   True        False         False      4h15m
    etcd                                       4.6.0   True        False         False      29h
    image-registry                             4.6.0   True        False         False      3h59m
    ingress                                    4.6.0   True        False         False      4h30m
    insights                                   4.6.0   True        False         False      29h
    kube-apiserver                             4.6.0   True        False         False      29h
    kube-controller-manager                    4.6.0   True        False         False      29h
    kube-scheduler                             4.6.0   True        False         False      29h
    kube-storage-version-migrator              4.6.0   True        False         False      4h2m
    machine-api                                4.6.0   True        False         False      29h
    machine-approver                           4.6.0   True        False         False      6h34m
    machine-config                             4.6.0   True        False         False      3h56m
    marketplace                                4.6.0   True        False         False      4h2m
    monitoring                                 4.6.0   True        False         False      6h31m
    network                                    4.6.0   True        False         False      29h
    node-tuning                                4.6.0   True        False         False      4h30m
    openshift-apiserver                        4.6.0   True        False         False      3h56m
    openshift-controller-manager               4.6.0   True        False         False      4h36m
    openshift-samples                          4.6.0   True        False         False      4h30m
    operator-lifecycle-manager                 4.6.0   True        False         False      29h
    operator-lifecycle-manager-catalog         4.6.0   True        False         False      29h
    operator-lifecycle-manager-packageserver   4.6.0   True        False         False      3h59m
    service-ca                                 4.6.0   True        False         False      29h
    storage                                    4.6.0   True        False         False      4h30m

  2. Configure the Operators that are not available.

1.6.15.1. Image registry storage configuration

The image-registry Operator is not initially available for platforms that do not provide default storage. After installation, you must configure your registry to use storage so that the Registry Operator is made available.

Instructions are shown for configuring a PersistentVolume, which is required for production clusters. Where applicable, instructions are shown for configuring an empty directory as the storage location, which is available for only non-production clusters.

Additional instructions are provided for allowing the image registry to use block storage types by using the Recreate rollout strategy during upgrades.

1.6.15.1.1. Configuring registry storage for VMware vSphere

As a cluster administrator, following installation you must configure your registry to use storage.

Prerequisites

  • Cluster administrator permissions.
  • A cluster on VMware vSphere.
  • Persistent storage provisioned for your cluster, such as Red Hat OpenShift Container Storage.

    Important

    OpenShift Container Platform supports ReadWriteOnce access for image registry storage when you have only one replica. To deploy an image registry that supports high availability with two or more replicas, ReadWriteMany access is required.

  • Must have "100Gi" capacity.
Important

Testing shows issues with using the NFS server on RHEL as storage backend for core services. This includes the OpenShift Container Registry and Quay, Prometheus for monitoring storage, and Elasticsearch for logging storage. Therefore, using RHEL NFS to back PVs used by core services is not recommended.

Other NFS implementations on the marketplace might not have these issues. Contact the individual NFS implementation vendor for more information on any testing that was possibly completed against these OpenShift Container Platform core components.

Procedure

  1. To configure your registry to use storage, change the spec.storage.pvc in the configs.imageregistry/cluster resource.

    Note

    When using shared storage, review your security settings to prevent outside access.

  2. Verify that you do not have a registry Pod:

    $ oc get pod -n openshift-image-registry
    Note

    If the storage type is emptyDIR, the replica number cannot be greater than 1.

  3. Check the registry configuration:

    $ oc edit configs.imageregistry.operator.openshift.io

    Example output

    storage:
      pvc:
        claim: 1

    1
    Leave the claim field blank to allow the automatic creation of an image-registry-storage PVC.
  4. Check the clusteroperator status:

    $ oc get clusteroperator image-registry
1.6.15.1.2. Configuring storage for the image registry in non-production clusters

You must configure storage for the image registry Operator. For non-production clusters, you can set the image registry to an empty directory. If you do so, all images are lost if you restart the registry.

Procedure

  • To set the image registry storage to an empty directory:

    $ oc patch configs.imageregistry.operator.openshift.io cluster --type merge --patch '{"spec":{"storage":{"emptyDir":{}}}}'
    Warning

    Configure this option for only non-production clusters.

    If you run this command before the Image Registry Operator initializes its components, the oc patch command fails with the following error:

    Error from server (NotFound): configs.imageregistry.operator.openshift.io "cluster" not found

    Wait a few minutes and run the command again.

1.6.15.1.3. Configuring block registry storage for VMware vSphere

To allow the image registry to use block storage types such as vSphere Virtual Machine Disk (VMDK) during upgrades as a cluster administrator, you can use the Recreate rollout strategy.

Important

Block storage volumes are supported but not recommended for use with image registry on production clusters. An installation where the registry is configured on block storage is not highly available because the registry cannot have more than one replica.

Procedure

  1. To set the image registry storage as a block storage type, patch the registry so that it uses the Recreate rollout strategy and runs with only 1 replica:

    $ oc patch config.imageregistry.operator.openshift.io/cluster --type=merge -p '{"spec":{"rolloutStrategy":"Recreate","replicas":1}}'
  2. Provision the PV for the block storage device, and create a PVC for that volume. The requested block volume uses the ReadWriteOnce (RWO) access mode.

    1. Create a pvc.yaml file with the following contents to define a VMware vSphere PersistentVolumeClaim:

      kind: PersistentVolumeClaim
      apiVersion: v1
      metadata:
        name: image-registry-storage 1
      spec:
        accessModes:
        - ReadWriteOnce 2
        resources:
          requests:
            storage: 100Gi 3
      1
      A unique name that represents the PersistentVolumeClaim.
      2
      The access mode of the PersistentVolumeClaim. With ReadWriteOnce, the volume can be mounted with read and write permissions by a single node.
      3
      The size of the PersistentVolumeClaim.
    2. Create the PersistentVolumeClaim from the file:

      $ oc create -f pvc.yaml
  3. Edit the registry configuration so that it references the correct PVC:

    $ oc edit config.imageregistry.operator.openshift.io -o yaml

    Example output

    storage:
      pvc:
        claim: 1

    1
    Creating a custom PVC allows you to leave the claim field blank for the default automatic creation of an image-registry-storage PVC.

For instructions about configuring registry storage so that it references the correct PVC, see Configuring the registry for vSphere.

1.6.16. Completing installation on user-provisioned infrastructure

After you complete the Operator configuration, you can finish installing the cluster on infrastructure that you provide.

Prerequisites

  • Your control plane has initialized.
  • You have completed the initial Operator configuration.

Procedure

  1. Confirm that all the cluster components are online:

    $ watch -n5 oc get clusteroperators

    Example output

    NAME                                       VERSION AVAILABLE   PROGRESSING   DEGRADED   SINCE
    authentication                             4.6.0   True        False         False      3h56m
    cloud-credential                           4.6.0   True        False         False      29h
    cluster-autoscaler                         4.6.0   True        False         False      29h
    config-operator                            4.6.0   True        False         False      6h39m
    console                                    4.6.0   True        False         False      3h59m
    csi-snapshot-controller                    4.6.0   True        False         False      4h12m
    dns                                        4.6.0   True        False         False      4h15m
    etcd                                       4.6.0   True        False         False      29h
    image-registry                             4.6.0   True        False         False      3h59m
    ingress                                    4.6.0   True        False         False      4h30m
    insights                                   4.6.0   True        False         False      29h
    kube-apiserver                             4.6.0   True        False         False      29h
    kube-controller-manager                    4.6.0   True        False         False      29h
    kube-scheduler                             4.6.0   True        False         False      29h
    kube-storage-version-migrator              4.6.0   True        False         False      4h2m
    machine-api                                4.6.0   True        False         False      29h
    machine-approver                           4.6.0   True        False         False      6h34m
    machine-config                             4.6.0   True        False         False      3h56m
    marketplace                                4.6.0   True        False         False      4h2m
    monitoring                                 4.6.0   True        False         False      6h31m
    network                                    4.6.0   True        False         False      29h
    node-tuning                                4.6.0   True        False         False      4h30m
    openshift-apiserver                        4.6.0   True        False         False      3h56m
    openshift-controller-manager               4.6.0   True        False         False      4h36m
    openshift-samples                          4.6.0   True        False         False      4h30m
    operator-lifecycle-manager                 4.6.0   True        False         False      29h
    operator-lifecycle-manager-catalog         4.6.0   True        False         False      29h
    operator-lifecycle-manager-packageserver   4.6.0   True        False         False      3h59m
    service-ca                                 4.6.0   True        False         False      29h
    storage                                    4.6.0   True        False         False      4h30m

    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
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.

    Example output

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

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

    Important

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

  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

      Example output

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

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

      $ oc logs <pod_name> -n <namespace> 1
      1
      Specify the Pod name and namespace, as shown in the output of the previous command.

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

  4. Register your cluster on the Cluster registration page.

1.6.17. Backing up VMware vSphere volumes

OpenShift Container Platform provisions new volumes as independent persistent disks to freely attach and detach the volume on any node in the cluster. As a consequence, it is not possible to back up volumes that use snapshots, or to restore volumes from snapshots. See Snapshot Limitations for more information.

Procedure

To create a backup of persistent volumes:

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

1.6.18. Next steps

1.7. Uninstalling a cluster on vSphere that uses installer-provisioned infrastructure

You can remove a cluster that you deployed in your VMware vSphere instance by using installer-provisioned infrastructure.

1.7.1. Removing a cluster that uses installer-provisioned infrastructure

You can remove a cluster that uses installer-provisioned infrastructure from your cloud.

Prerequisites

  • Have a copy of the installation program that you used to deploy the cluster.
  • Have the files that the installation program generated when you created your cluster.

Procedure

  1. From the computer that you used to install the cluster, run the following command:

    $ ./openshift-install destroy cluster \
    --dir=<installation_directory> --log-level=info 1 2
    1
    For <installation_directory>, specify the path to the directory that you stored the installation files in.
    2
    To view different details, specify warn, debug, or error instead of info.
    Note

    You must specify the directory that contains the cluster definition files for your cluster. The installation program requires the metadata.json file in this directory to delete the cluster.

  2. Optional: Delete the <installation_directory> directory and the OpenShift Container Platform installation program.

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