Chapter 2. Deploy using dynamic storage devices

Deploying OpenShift Data Foundation on OpenShift Container Platform using dynamic storage devices provided by VMware vSphere (disk format: thin) provides you with the option to create internal cluster resources. This will result in the internal provisioning of the base services, which helps to make additional storage classes available to applications.

Note

Both internal and external OpenShift Data Foundation clusters are supported on VMware vSphere. See Planning your deployment for more information about deployment requirements.

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

2.1. Installing Red Hat OpenShift Data Foundation Operator

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

Prerequisites

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

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

Procedure

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

    1. Update Channel as stable-4.10.
    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.

Verification steps

  • After the operator is successfully installed, a pop-up with a message, Web console update is available appears on the user interface. Click Refresh web console from this pop-up for the console changes to reflect.
  • In the Web Console:

    • Navigate to Installed Operators and verify that the OpenShift Data Foundation Operator shows a green tick indicating successful installation.
    • Navigate to Storage and verify if Data Foundation dashboard is available.

2.2. Enabling cluster-wide encryption with KMS using the Token authentication method

To enable the key value backend path and policy in Vault for the Token authentication, follow the procedure:

Prerequisites

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

2.3. Enabling cluster-wide encryption with KMS using the Kubernetes authentication method

You can enable the Kubernetes authentication method for cluster-wide encryption using the Key Management System (KMS).

Prerequisites

  • Administrator access to Vault.
  • A valid Red Hat OpenShift Data Foundation Advanced subscription. For more information, see the knowledgebase article on OpenShift Data Foundation subscriptions.
  • The OpenShift Data Foundation operator must be installed from the Operator Hub.
  • Select a unique path name as the backend path that follows the naming convention since it cannot be changed later.

    Note

    Use of Vault Namespaces is not supported with the Kubernetes authentication method in OpenShift Data Foundation 4.10

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

2.4. Creating Multus networks [Technology Preview]

OpenShift Container Platform uses the Multus CNI plug-in to allow chaining of CNI plug-ins. During cluster installation, you can configure your default pod network. The default network handles all ordinary network traffic for the cluster. You can define an additional network based on the available CNI plug-ins and attach one or more of these networks to your pods. To attach additional network interfaces to a pod, you must create configurations that define how the interfaces are attached. You specify each interface by using a NetworkAttachmentDefinition custom resource (CR). A CNI configuration inside each of the NetworkAttachmentDefinition defines how that interface is created.

OpenShift Data Foundation uses the CNI plug-in called macvlan. Creating a macvlan-based additional network allows pods on a host to communicate with other hosts and pods on those hosts by using a physical network interface. Each pod that is attached to a macvlan-based additional network is provided a unique MAC address.

Important

Multus support is a Technology Preview feature that is only supported and has been tested on bare metal and VMWare deployments. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.

For more information, see Technology Preview Features Support Scope.

2.4.1. Creating network attachment definitions

To utilize Multus, an already working cluster with the correct networking configuration is required, see Recommended network configuration and requirements for a Multus configuration. The newly created NetworkAttachmentDefinition (NAD) can be selected during the Storage Cluster installation. This is the reason they must be created before the Storage Cluster.

As detailed in the Planning Guide, the Multus networks you create depend on the number of available network interfaces you have for OpenShift Data Foundation traffic. It is possible to separate all of the storage traffic onto one of two interfaces (one interface used for default OpenShift SDN) or to further segregate storage traffic into client storage traffic (public) and storage replication traffic (private or cluster).

The following is an example NetworkAttachmentDefinition for all storage traffic, public and cluster, on the same interface. It requires one additional interface on all schedulable nodes (OpenShift default SDN on separate network interface).

apiVersion: "k8s.cni.cncf.io/v1"
kind: NetworkAttachmentDefinition
metadata:
  name: ocs-public-cluster
  namespace: openshift-storage
spec:
  config: '{
  	"cniVersion": "0.3.1",
  	"type": "macvlan",
  	"master": "ens2",
  	"mode": "bridge",
  	"ipam": {
    	    "type": "whereabouts",
    	    "range": "192.168.1.0/24"
  	}
  }'
Note

All network interface names must be the same on all the nodes attached to the Multus network (that is, ens2 for ocs-public-cluster).

The following is an example NetworkAttachmentDefinition for storage traffic on separate Multus networks, public, for client storage traffic, and cluster, for replication traffic. It requires two additional interfaces on OpenShift nodes hosting OSD pods and one additional interface on all other schedulable nodes (OpenShift default SDN on separate network interface).

apiVersion: "k8s.cni.cncf.io/v1"
kind: NetworkAttachmentDefinition
metadata:
  name: ocs-public
  namespace: openshift-storage
spec:
  config: '{
  	"cniVersion": "0.3.1",
  	"type": "macvlan",
  	"master": "ens2",
  	"mode": "bridge",
  	"ipam": {
    	    "type": "whereabouts",
    	    "range": "192.168.1.0/24"
  	}
  }'

Example NetworkAttachmentDefinition:

apiVersion: "k8s.cni.cncf.io/v1"
kind: NetworkAttachmentDefinition
metadata:
  name: ocs-cluster
  namespace: openshift-storage
spec:
  config: '{
  	"cniVersion": "0.3.1",
  	"type": "macvlan",
  	"master": "ens3",
  	"mode": "bridge",
  	"ipam": {
    	    "type": "whereabouts",
    	    "range": "192.168.2.0/24"
  	}
  }'
Note

All network interface names must be the same on all the nodes attached to the Multus networks (that is, ens2 for ocs-public, and ens3 for ocs-cluster).

2.5. Creating an OpenShift Data Foundation cluster

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

Prerequisites

Procedure

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

    Ensure that the Project selected is openshift-storage.

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

    1. Select 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 thin. If you have created a storage class with zeroedthick or eagerzeroedthick disk format for thick-provisioned storage, then that storage class is listed in addition to the default, thin storage class.

    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.

      Spread the worker nodes across three different physical nodes, racks, or failure domains for high availability.

      Use vCenter anti-affinity to align OpenShift Data Foundation rack labels with physical nodes and racks in the data center to avoid scheduling two worker nodes on the same physical chassis.

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

      Select the Taint nodes checkbox to make selected nodes dedicated for OpenShift Data Foundation.

    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. Select Default (SDN) if you are using a single network or Custom (Multus) Network if you plan to use multiple network interfaces.

      1. Select a Public Network Interface from the dropdown.
      2. Select a Cluster Network Interface from the dropdown.

        Note

        If you are using only one additional network interface, select the single NetworkAttachementDefinition that is, ocs-public-cluster for the Public Network Interface and leave the Cluster Network Interface blank.

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

    To modify any configuration settings, click Back.

  7. Click Create StorageSystem.

Verification steps

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

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

      1. To verify that all components for OpenShift Data Foundation are successfully installed, see Verifying your OpenShift Data Foundation deployment.
      2. To verify the multi networking (Multus), see Verifying the Multus networking.

Additional resources

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