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Chapter 2. Deploy OpenShift Data Foundation using dynamic storage devices

You can deploy OpenShift Data Foundation on OpenShift Container Platform using dynamic storage devices provided by Amazon Web Services (AWS) EBS (type, gp2 or gp3) that provides you with the option to create internal cluster resources. This results in the internal provisioning of the base services, which helps to make additional storage classes available to applications.

Also, it is possible to deploy only the Multicloud Object Gateway (MCG) component with OpenShift Data Foundation. For more information, see Deploy standalone Multicloud Object Gateway.

Note

Only internal OpenShift Data Foundation clusters are supported on AWS. 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

  • Verify that the OpenShift Data Foundation Operator shows a green tick indicating successful installation.
  • 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 Operators and verify if OpenShift Data Foundation 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 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.

      As of OpenShift Data Foundation version 4.10, you can choose gp3 as the storage class. By default, it is set to gp2.

    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.

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.
  • To verify that all the components for OpenShift Data Foundation are successfully installed, see Verifying OpenShift Data Foundation deployment.

Additional resources

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

2.5. Verifying OpenShift Data Foundation deployment

To verify that OpenShift Data Foundation is deployed correctly:

2.5.1. Verifying the state of the pods

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 2.1, “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 2.1. Pods corresponding to OpenShift Data Foundation cluster

    ComponentCorresponding 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)

2.5.2. Verifying the OpenShift Data Foundation cluster is healthy

Procedure

  1. In the OpenShift Web Console, click StorageData 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.

For more information on the health of the OpenShift Data Foundation cluster using the Block and File dashboard, see Monitoring OpenShift Data Foundation.

2.5.3. Verifying the Multicloud Object Gateway is healthy

Procedure

  1. In the OpenShift Web Console, click StorageData 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.

For more information on the health of the OpenShift Data Foundation cluster using the object service dashboard, see Monitoring OpenShift Data Foundation.

2.5.4. Verifying that the OpenShift Data Foundation specific storage classes exist

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