Procedure

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

5. Set the following options on the Install Operator page:

   1. Update Channel as stable-4.10.
   2. Installation Mode as A specific namespace on the cluster.
   3. Installed Namespace as Operator recommended namespace openshift-storage. If Namespace openshift-storage does not exist, it is created during the operator installation.

   4. Select Approval Strategy as Automatic or Manual.

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

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

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

Procedure

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

   For Vault KV secret engine API, version 1:

   $ vault secrets enable -path=odf kv

   For Vault KV secret engine API, version 2:

   $ vault secrets enable -path=odf kv-v2

2. Create a policy to restrict users to perform a write or delete operation on the secret using the following commands.

   echo '
   path "odf/*" {
     capabilities = ["create", "read", "update", "delete", "list"]
   }
   path "sys/mounts" {
   capabilities = ["read"]
   }'| vault policy write odf -

3. Create a token matching the above policy.

   $ vault token create -policy=odf -format json

Procedure

1. Create a service account:

   $ oc -n openshift-storage create serviceaccount <serviceaccount_name>

   where, <serviceaccount_name> specifies the name of the service account.

   For example:

   $ oc -n openshift-storage create serviceaccount odf-vault-auth

2. Create clusterrolebindings and clusterroles:

   $ oc -n openshift-storage create clusterrolebinding vault-tokenreview-binding --clusterrole=system:auth-delegator --serviceaccount=openshift-storage:_<serviceaccount_name>_

   For example:

   $ oc -n openshift-storage create clusterrolebinding vault-tokenreview-binding --clusterrole=system:auth-delegator --serviceaccount=openshift-storage:odf-vault-auth

3. Depending on the OpenShift Container Platform version, perform one of the following:

   • For OpenShift Container Platform 4.10:

     • Identify the secret name associated with the serviceaccount (SA) created above.

       $ VAULT_SA_SECRET_NAME=$(oc -n openshift-storage get sa <SA_NAME> -o jsonpath="{.secrets[*]['name']}") | grep -o "[^[:space:]]*-token-[^[:space:]]*"

       For example:

       $ VAULT_SA_SECRET_NAME=$(oc -n openshift-storage get sa odf-vault-auth -o jsonpath="{.secrets[*]['name']}" | grep -o "[^[:space:]]*-token-[^[:space:]]*")

   • For OpenShift Container Platform 4.11:

     • Create a secret for the serviceaccount token and CA certificate.

       $ cat <<EOF | oc create -f -
       apiVersion: v1
       kind: Secret
       metadata:
         name: odf-vault-auth-token
         namespace: openshift-storage
         annotations:
           kubernetes.io/service-account.name: <serviceaccount_name>
       type: kubernetes.io/service-account-token
       data: {}
       EOF

       where, <serviceaccount_name> is the service account created in the earlier step.

       $ VAULT_SA_SECRET_NAME=odf-vault-auth-token

4. Get the token and the CA certificate from the secret.

   $ SA_JWT_TOKEN=$(oc -n openshift-storage get secret "$VAULT_SA_SECRET_NAME" -o jsonpath="{.data.token}" | base64 --decode; echo)
   $ SA_CA_CRT=$(oc -n openshift-storage get secret "$VAULT_SA_SECRET_NAME" -o jsonpath="{.data['ca\.crt']}" | base64 --decode; echo)

5. Retrieve the OCP cluster endpoint.

   $ OCP_HOST=$(oc config view --minify --flatten -o jsonpath="{.clusters[0].cluster.server}")

6. Fetch the service account issuer.

   $ oc proxy &
   $ proxy_pid=$!
   $ issuer="$( curl --silent http://127.0.0.1:8001/.well-known/openid-configuration | jq -r .issuer)"
   $ kill $proxy_pid

7. Use the information collected in the steps above to setup the Kubernetes authentication method in Vault as shown below.

   $ vault auth enable kubernetes
   $ vault write auth/kubernetes/config \
             token_reviewer_jwt="$SA_JWT_TOKEN" \
             kubernetes_host="$OCP_HOST" \
             kubernetes_ca_cert="$SA_CA_CRT" \
             issuer="$issuer"

   Important

   To configure Kubernetes authentication method in Vault when the issuer is empty.

   $ vault write auth/kubernetes/config \
             token_reviewer_jwt="$SA_JWT_TOKEN" \
             kubernetes_host="$OCP_HOST" \
             kubernetes_ca_cert="$SA_CA_CRT"

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

   For Vault KV secret engine API, version 1.

   $ vault secrets enable -path=odf kv

   For Vault KV secret engine API, version 2.

   $ vault secrets enable -path=odf kv-v2

9. Create a policy to restrict users to perform a write or delete operation on the secret:

   echo '
   path "odf/*" {
     capabilities = ["create", "read", "update", "delete", "list"]
   }
   path "sys/mounts" {
   capabilities = ["read"]
   }'| vault policy write odf -

10. Generate the roles:

    $ vault write auth/kubernetes/role/odf-rook-ceph-op \
            bound_service_account_names=rook-ceph-system,rook-ceph-osd,noobaa \
            bound_service_account_namespaces=openshift-storage \
            policies=odf \
            ttl=1440h

    The role odf-rook-ceph-op is later used while you configure the KMS connection details during the creation of the storage system.

    $ vault write auth/kubernetes/role/odf-rook-ceph-osd \
            bound_service_account_names=rook-ceph-osd \
            bound_service_account_namespaces=openshift-storage \
            policies=odf \
            ttl=1440h

Procedure

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

   Ensure that the Project selected is openshift-storage.

2. Click on the OpenShift Data Foundation operator, and then click Create StorageSystem.

3. In the Backing storage page, select the following:

   1. Select Full Deployment for the Deployment type option.
   2. Select the Use an existing StorageClass option.

   3. Select the Storage Class.

      By default, it is set to managed-premium.

   4. Click Next.

4. In the Capacity and nodes page, provide the necessary information:

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

      Note

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

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

   3. Optional: Select the Taint nodes checkbox to dedicate the selected nodes for OpenShift Data Foundation.

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

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

   4. Click Next.

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

   1. To enable encryption, select Enable data encryption for block and file storage.

   2. Select either one or both the encryption levels:

      • Cluster-wide encryption

        Encrypts the entire cluster (block and file).

      • StorageClass encryption

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

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

      1. Key Management Service Provider is set to Vault by default.

      2. Select an Authentication Method.

         Using Token authentication method

         • Enter a unique Connection Name, host Address of the Vault server ('https://<hostname or ip>'), Port number and Token.

         • Expand Advanced Settings to enter additional settings and certificate details based on your Vault configuration:

           • Enter the Key Value secret path in Backend Path that is dedicated and unique to OpenShift Data Foundation.
           • Optional: Enter TLS Server Name and Vault Enterprise Namespace.
           • Upload the respective PEM encoded certificate file to provide the CA Certificate, Client Certificate and Client Private Key .
           • Click Save.

         Using Kubernetes authentication method

         • Enter a unique Vault Connection Name, host Address of the Vault server ('https://<hostname or ip>'), Port number and Role name.

         • Expand Advanced Settings to enter additional settings and certificate details based on your Vault configuration:

           • Enter the Key Value secret path in Backend Path that is dedicated and unique to OpenShift Data Foundation.
           • Optional: Enter TLS Server Name and Authentication Path if applicable.
           • Upload the respective PEM encoded certificate file to provide the CA Certificate, Client Certificate and Client Private Key .
           • Click Save.

   4. Click Next.

6. In the Review and create page, review the configuration details.

   To modify any configuration settings, click Back.

7. Click Create StorageSystem.

Procedure

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

5. Set the following options on the Install Operator page:

   1. Update Channel as stable-4.10.
   2. Installation Mode as A specific namespace on the cluster.
   3. Installed Namespace as Operator recommended namespace openshift-storage. If Namespace openshift-storage does not exist, it is created during the operator installation.

   4. Select Approval Strategy as Automatic or Manual.

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

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

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

Procedure

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

   Ensure that the Project selected is openshift-storage.

2. Click on the OpenShift Data Foundation operator, and then click Create StorageSystem.

3. In the Backing storage page, select the following:

   1. Select Full Deployment for the Deployment type option.
   2. Select the Use an existing StorageClass option.

   3. Select the Storage Class.

      By default, it is set to managed-premium.

   4. Click Next.

4. In the Capacity and nodes page, provide the necessary information:

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

      Note

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

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

   3. Optional: Select the Taint nodes checkbox to dedicate the selected nodes for OpenShift Data Foundation.

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

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

   4. Click Next.

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

   1. To enable encryption, select Enable data encryption for block and file storage.

   2. Select either one or both the encryption levels:

      • Cluster-wide encryption

        Encrypts the entire cluster (block and file).

      • StorageClass encryption

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

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

      1. Key Management Service Provider is set to Vault by default.

      2. Select an Authentication Method.

         Using Token authentication method

         • Enter a unique Connection Name, host Address of the Vault server ('https://<hostname or ip>'), Port number and Token.

         • Expand Advanced Settings to enter additional settings and certificate details based on your Vault configuration:

           • Enter the Key Value secret path in Backend Path that is dedicated and unique to OpenShift Data Foundation.
           • Optional: Enter TLS Server Name and Vault Enterprise Namespace.
           • Upload the respective PEM encoded certificate file to provide the CA Certificate, Client Certificate and Client Private Key .
           • Click Save.

         Using Kubernetes authentication method

         • Enter a unique Vault Connection Name, host Address of the Vault server ('https://<hostname or ip>'), Port number and Role name.

         • Expand Advanced Settings to enter additional settings and certificate details based on your Vault configuration:

           • Enter the Key Value secret path in Backend Path that is dedicated and unique to OpenShift Data Foundation.
           • Optional: Enter TLS Server Name and Authentication Path if applicable.
           • Upload the respective PEM encoded certificate file to provide the CA Certificate, Client Certificate and Client Private Key .
           • Click Save.

   4. Click Next.

6. In the Review and create page, review the configuration details.

   To modify any configuration settings, click Back.

7. Click Create StorageSystem.

Procedure

1. Click Workloads → Pods from the OpenShift Web Console.

2. Select openshift-storage from the Project drop-down list.

   Note

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

   For more information on the expected number of pods for each component and how it varies depending on the number of nodes, see Table 4.1, “Pods corresponding to OpenShift Data Foundation cluster”.

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

   Table 4.1. Pods corresponding to OpenShift Data Foundation cluster

   Component	Corresponding pods
   OpenShift Data Foundation Operator	ocs-operator-* (1 pod on any worker node) ocs-metrics-exporter-* (1 pod on any worker node) odf-operator-controller-manager-* (1 pod on any worker node) odf-console-* (1 pod on any worker node) csi-addons-controller-manager-* (1 pod on any worker node)
   Rook-ceph Operator	rook-ceph-operator-* (1 pod on any worker node)
   Multicloud Object Gateway	noobaa-operator-* (1 pod on any worker node) noobaa-core-* (1 pod on any storage node) noobaa-db-pg-* (1 pod on any storage node) noobaa-endpoint-* (1 pod on any storage node)
   MON	rook-ceph-mon-* (3 pods distributed across storage nodes)
   MGR	rook-ceph-mgr-* (1 pod on any storage node)
   MDS	rook-ceph-mds-ocs-storagecluster-cephfilesystem-* (2 pods distributed across storage nodes)
   CSI	cephfs csi-cephfsplugin-* (1 pod on each worker node) csi-cephfsplugin-provisioner-* (2 pods distributed across worker nodes) rbd csi-rbdplugin-* (1 pod on each worker node) csi-rbdplugin-provisioner-* (2 pods distributed across worker nodes)
   rook-ceph-crashcollector	rook-ceph-crashcollector-* (1 pod on each storage node)
   OSD	rook-ceph-osd-* (1 pod for each device) rook-ceph-osd-prepare-ocs-deviceset-* (1 pod for each device)

Procedure

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

Procedure

1. In the OpenShift Web Console, click Storage → Data Foundation.

2. In the Status card of the Overview tab, click Storage System and then click the storage system link from the pop up that appears.

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

Procedure

1. Click Storage → Storage Classes from the left pane of the OpenShift Web Console.

2. Verify that the following storage classes are created with the OpenShift Data Foundation cluster creation:

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

Procedure

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

5. Set the following options on the Install Operator page:

   1. Update Channel as stable-4.10.
   2. Installation Mode as A specific namespace on the cluster.
   3. Installed Namespace as Operator recommended namespace openshift-storage. If Namespace openshift-storage does not exist, it is created during the operator installation.

   4. Select Approval Strategy as Automatic or Manual.

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

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

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

Procedure

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

   Ensure that the Project selected is openshift-storage.

2. Click OpenShift Data Foundation operator and then click Create StorageSystem.

3. In the Backing storage page, select the following:

   1. Select Multicloud Object Gateway for Deployment type.
   2. Select the Use an existing StorageClass option.
   3. Click Next.

4. Optional: In the Security page, select Connect to an external key management service.

   1. Key Management Service Provider is set to Vault by default.
   2. Enter Vault Service Name, host Address of Vault server ('https://<hostname or ip>'), Port number, and Token.

   3. Expand Advanced Settings to enter additional settings and certificate details based on your Vault configuration:

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

5. In the Review and create page, review the configuration details:

   To modify any configuration settings, click Back.

6. Click Create StorageSystem.