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Chapter 2. Deploying OpenShift Data Foundation on Microsoft Azure

You can deploy OpenShift Data Foundation on OpenShift Container Platform using dynamic storage devices provided by Microsoft Azure installer-provisioned infrastructure (IPI) (type: managed-premium) that enables you to create internal cluster resources. This results in 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.


Only internal OpenShift Data Foundation clusters are supported on Microsoft Azure. See Planning your deployment for more information about deployment requirements.

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.


  • 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.
  • 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
  • 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.


  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-4.9.
    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.

We recommend using all default settings. Changing it may result in unexpected behavior. Alter only if you are aware of its result.

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.

In case the console plugin option was not automatically enabled after you installed the OpenShift Data Foundation Operator, you need to enable it.

For more information on how to enable the console plugin, see Enabling the Red Hat OpenShift Data Foundation console plugin.

2.2. Creating an OpenShift Data Foundation cluster

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



  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 the Use an existing StorageClass option.
    2. Select the Storage Class.

      By default, it is set to managed-premium.

    3. Expand Advanced and select Full Deployment for the Deployment type option.
    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.


      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.

      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 requirement 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.

    3. 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. Choose 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. 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 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.
  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.

Additional resources

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