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-4.12.
   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 the 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 the 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 -

3. Create a token that matches 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. 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.

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

   $ SA_JWT_TOKEN=$(oc -n openshift-storage get secret odf-vault-auth-token -o jsonpath="{.data['token']}" | base64 --decode; echo)
   $ SA_CA_CRT=$(oc -n openshift-storage get secret odf-vault-auth-token -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 previous step to setup the Kubernetes authentication method in Vault:

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

      1. From the Key Management Service Provider drop-down list, either select Vault or Thales CipherTrust Manager (using KMIP). If you selected Vault, go to the next step. If you selected Thales CipherTrust Manager (using KMIP), go to step iii.

      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 and skip to step iv.

         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 and skip to step iv.

      3. To use Thales CipherTrust Manager (using KMIP) as the KMS provider, follow the steps below:

         1. Enter a unique Connection Name for the Key Management service within the project.

         2. In the Address and Port sections, enter the IP of Thales CipherTrust Manager and the port where the KMIP interface is enabled. For example:

            • Address: 123.34.3.2
            • Port: 5696
         3. Upload the Client Certificate, CA certificate, and Client Private Key.
         4. If StorageClass encryption is enabled, enter the Unique Identifier to be used for encryption and decryption generated above.
         5. The TLS Server field is optional and used when there is no DNS entry for the KMIP endpoint. For example, kmip_all_<port>.ciphertrustmanager.local.
      4. Select a Network.
      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.

Procedure

1. Log in to the OpenShift Web Console.
2. Click Operators → OperatorHub.
3. Type local storage in the Filter by keyword​ box to find the Local Storage Operator from the list of operators, and click on it.

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

   1. Update channel as either 4.12 or stable.
   2. Installation mode as A specific namespace on the cluster.
   3. Installed Namespace as Operator recommended namespace openshift-local-storage.
   4. Update approval as Automatic.
5. Click Install.

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-4.12.
   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.

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, perform the following:

   1. Select Full Deployment for the Deployment type option.
   2. Select the Create a new StorageClass using the local storage devices option.

   3. Click Next.

      Note

      You are prompted to install the Local Storage Operator if it is not already installed. Click Install and follows procedure as described in Installing Local Storage Operator.

4. In the Create local volume set page, provide the following information:

   1. Enter a name for the LocalVolumeSet and the StorageClass.

      By default, the local volume set name appears for the storage class name. You can change the name.

   2. Choose one of the following:

      • Disks on all nodes to use the available disks that match the selected filters on all nodes.

      • Disks on selected nodes to use the available disks that match the selected filters only on selected nodes.

        Important

        • The flexible scaling feature is enabled only when the storage cluster that you created with 3 or more nodes are spread across fewer than the minimum requirement of 3 availability zones.

          For information about flexible scaling, see knowledgebase article on Scaling OpenShift Data Foundation cluster using YAML when flexible scaling is enabled.

        • Flexible scaling features get enabled at the time of deployment and can not be enabled or disabled later on.

        • If the nodes selected do not match the OpenShift Data Foundation cluster requirement of an 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.

   3. From the available list of Disk Type, select SSD/NVMe.

   4. Expand the Advanced section and set the following options:

      Volume Mode	Block is selected by default.
      Device Type	Select one or more device type from the dropdown list.
      Disk Size	Set a minimum size of 100GB for the device and maximum available size of the device that needs to be included.
      Maximum Disks Limit	This indicates the maximum number of PVs that can be created on a node. If this field is left empty, then PVs are created for all the available disks on the matching nodes.

   5. Click Next.

      A pop-up to confirm the creation of LocalVolumeSet is displayed.

   6. Click Yes to continue.

1. In the Capacity and nodes page, configure the following:

   1. Available raw capacity is populated with the capacity value based on all the attached disks associated with the storage class. This takes some time to show up. The Selected nodes list shows the nodes based on the storage class.
   2. Optional: Select the Taint nodes checkbox to dedicate the selected nodes for OpenShift Data Foundation.
   3. Click Next.

2. Optional: In the Security and network page, configure the following based on your requirement:

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

   2. Choose one of the following Encryption level:

      • Cluster-wide encryption to encrypt the entire cluster (block and file).
      • StorageClass encryption to create encrypted persistent volume (block only) using encryption enabled storage class.

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

      1. From the Key Management Service Provider drop-down list, either select Vault or Thales CipherTrust Manager (using KMIP). If you selected Vault, go to the next step. If you selected Thales CipherTrust Manager (using KMIP), go to step iii.

      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 and skip to step iv.

         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 and skip to step iv.

      3. To use Thales CipherTrust Manager (using KMIP) as the KMS provider, follow the steps below:

         1. Enter a unique Connection Name for the Key Management service within the project.

         2. In the Address and Port sections, enter the IP of Thales CipherTrust Manager and the port where the KMIP interface is enabled. For example:

            • Address: 123.34.3.2
            • Port: 5696
         3. Upload the Client Certificate, CA certificate, and Client Private Key.
         4. If StorageClass encryption is enabled, enter the Unique Identifier to be used for encryption and decryption generated above.
         5. The TLS Server field is optional and used when there is no DNS entry for the KMIP endpoint. For example, kmip_all_<port>.ciphertrustmanager.local.
      4. Select a Network.

1. Click Next.

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

      • To modify any configuration settings, click Back to go back to the previous configuration page.
   2. 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. Set filter for Running and Completed pods 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 storage node) ocs-metrics-exporter-* (1 pod on any storage node) odf-operator-controller-manager-* (1 pod on any storage node) odf-console-* (1 pod on any storage node) csi-addons-controller-manager-* (1 pod on any storage node)
   Rook-ceph Operator	rook-ceph-operator-* (1 pod on any storage node)
   Multicloud Object Gateway	noobaa-operator-* (1 pod on any storage 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)
   RGW	rook-ceph-rgw-ocs-storagecluster-cephobjectstore-* (1 pod on any storage node)
   CSI	cephfs csi-cephfsplugin-* (1 pod on each storage node) csi-cephfsplugin-provisioner-* (2 pods distributed across storage nodes) rbd csi-rbdplugin-* (1 pod on each storage node) csi-rbdplugin-provisioner-* (2 pods distributed across storage 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
   • ocs-storagecluster-ceph-rgw