Chapter 1. Components and Considerations

1.1. Azure Infrastructure Components

The successful installation of an Red Hat OpenShift Container Platform environment requires the following components to create a highly-available and full featured environment that is capable of using Microsoft Azure load balancers and Microsoft Azure storage.

1.1.1. Resource groups

Resource groups contain all of the Azure components from networking, load balancers,virtual machines, and DNS for a given deployment. Quotas and permissions can be applied to Resources Groups to control and manage resources deployed in the Microsoft Azure.

1.1.2. Azure DNS

Azure offers a managed DNS service that provides internal and internet accessible hostname and load balancer resolution. The reference environment uses a DNS zone to host three DNS A records to allow for mapping of public IPs to OpenShift resources and a bastion.

1.1.3. Azure Virtual Networks

Azure Virtual Networks are used to isolate Azure cloud networks from one another. The virtual network is used by instances and load balancers to allow for communication with each other and to/from the internet. The virtual network allows for the creation of one to many subnets to be used by components within a resource group. Virtual Networks can also be connected to various VPN services to allow for communication with on-premise services.

1.1.4. Network Security Groups

Network Security Groups (NSGs) provide a list of rules to either or allow or deny traffic to resources deployed within an Azure Virtual Network. NSGs use numeric priority values and rules to define what items are allowed to communicate with each other. Restrictions can be defined to allow for restrictions to be placed on where communication is allowed to occur such as only within the VirtualNetwork, from load balancers, or from everywhere.

Priority values allow for administrators to grant very granular values on the order in which port communication is allowed or not allowed to occur.

1.1.5. Availability set

Availability sets ensure that the VMs deployed are distributed across multiple isolated hardware nodes in a cluster. The distribution helps to ensure that when maintenance on the cloud provider hardware occurs, instances will not all be all running on one specific node.

1.1.6. Virtual Machines

Virtual Machines are the instances that run the operating system of choice for a given deployment on Azure cloud.

1.1.7. Load Balancer

Load Balancers are used to allow network connectivity for scaling and high availability of services running on virtual machines within the Azure environment.

1.1.8. Storage Account

Storage Accounts are used to allow for resources, such as virtual machines, to access the different type of storage components offered by Microsoft Azure.

1.1.9. Service Principal

Azure offers the ability to create service accounts which can be used to access, manage, or create components within Azure. The service account grants API access to specific services within Microsoft Azure. For example, within Kubernetes and OpenShift persistent storage and load balancers can be requested by the instances using a Service Principal. Service Principals allow for granular access to be given to instances or users for specific Microsoft Azure functions.

1.2. Bastion Instance

Best practices recommend minimizing attack vectors into a system by exposing only those services required by consumers of the system. In the event of failure or a need for manual configuration, systems administrators require further access to internal components in the form of secure administrative back-doors.

In the case of Red Hat OpenShift Container Platform running in a cloud provider context, the entry points to the Red Hat OpenShift Container Platform infrastructure such as the API, Web Console and routers are the only services exposed to the outside. The systems administrators' access from the public network space to the private network is possible with the use of a bastion instance.

A bastion instance is a non-OpenShift instance accessible from outside of the Red Hat OpenShift Container Platform environment, configured to allow remote access via secure shell (ssh). To remotely access an instance, the systems administrator first accesses the bastion instance, then "jumps" via another ssh connection to the intended OpenShift instance. The bastion instance may be referred to as a "jump host".


As the bastion instance can access all internal instances, it is recommended to take extra measures to harden this instance’s security. For more information on hardening the bastion instance, see the official Guide to Securing Red Hat Enterprise Linux 7

Depending on the environment, the bastion instance may be an ideal candidate for running administrative tasks such as the Red Hat OpenShift Container Platform installation playbooks. This reference environment uses the bastion instance for the installation of the Red Hat OpenShift Container Platform.

1.3. Red Hat OpenShift Container Platform Components

Red Hat OpenShift Container Platform comprises of multiple instances running on Microsoft Azure that allow for scheduled and configured OpenShift services and supplementary containers. These containers can have persistent storage, if required, by the application and integrate with optional OpenShift services such as logging and metrics.

1.3.1. OpenShift Instances

Instances running the Red Hat OpenShift Container Platform environment run the atomic-openshift-node service that allows for the container orchestration of scheduling pods. The following sections describe the different instance and their roles to develop a Red Hat OpenShift Container Platform solution. Master Instances

Master instances run the OpenShift master components, including the API server, controller manager server, and optionally etcd. The master manages nodes in its Kubernetes cluster and schedules pods to run on nodes.


The master instances are considered nodes as well and run the atomic-openshift-node service.

For optimal performance, the etcd service should run on the masters instances. When collocating etcd with master nodes, at least three instances are required. In order to have a single entry-point for the API, the master nodes should be deployed behind a load balancer.

In order to create master instances with labels, set the following in the inventory file as:



[nodes] openshift_node_labels="{'region': 'master', 'masterlabel2': 'value2'}" openshift_node_labels="{'region': 'master', 'masterlabel2': 'value2'}" openshift_node_labels="{'region': 'master', 'masterlabel2': 'value2'}"

Ensure the openshift_web_console_nodeselector ansible variable value matches with a master node label in the inventory file. By default, the web_console is deployed to the masters.


See the official OpenShift documentation for a detailed explanation on master nodes. Infrastructure Instances

The infrastructure instances run the atomic-openshift-node service and host the Red Hat OpenShift Container Platform components such as Registry, Prometheus and Hawkular metrics. The infrastructure instances also run the Elastic Search, Fluentd, and Kibana(EFK) containers for aggregate logging. Persistent storage should be available to the services running on these nodes.

Depending on environment requirements at least three infrastructure nodes are required to provide a sharded/highly available aggregated logging service and to ensure that service interruptions do not occur during a reboot.


For more infrastructure considerations, visit the official OpenShift documentation.

When creating infrastructure instances with labels, set the following in the inventory file as:

[nodes] openshift_node_labels="{'region': 'infra', 'infralabel1': 'value1'}" openshift_node_labels="{'region': 'infra', 'infralabel1': 'value1'}" openshift_node_labels="{'region': 'infra', 'infralabel1': 'value1'}"

The router and registry pods automatically are scheduled on nodes with the label of 'region': 'infra'. Application Instances

The Application (app) instances run the atomic-openshift-node service. These nodes should be used to run containers created by the end users of the OpenShift service.

When creating node instances with labels, set the following in the inventory file as:


[nodes] openshift_node_labels="{'region': 'primary', 'nodelabel2': 'value2'}" openshift_node_labels="{'region': 'primary', 'nodelabel2': 'value2'}" openshift_node_labels="{'region': 'primary', 'nodelabel2': 'value2'}"

1.3.2. etcd

etcd is a consistent and highly-available key value store used as Red Hat OpenShift Container Platform’s backing store for all cluster data. etcd stores the persistent master state while other components watch etcd for changes to bring themselves into the desired state.

Since values stored in etcd are critical to the function of Red Hat OpenShift Container Platform, firewalls should be implemented to limit the communication with etcd nodes. Inter-cluster and client-cluster communication is secured by utilizing x509 Public Key Infrastructure (PKI) key and certificate pairs.

etcd uses the RAFT algorithm to gracefully handle leader elections during network partitions and the loss of the current leader. For a highly available Red Hat OpenShift Container Platform deployment, an odd number (starting with three) of etcd instances are required.

1.3.3. Labels

Labels are key/value pairs attached to objects such as pods. They are intended to be used to specify identifying attributes of objects that are meaningful and relevant to users but do not directly imply semantics to the core system. Labels can also be used to organize and select subsets of objects. Each object can have a set of labels defined at creation time or subsequently added and modified at any time.


Each key must be unique for a given object.

"labels": {
  "key1" : "value1",
  "key2" : "value2"

Index and reverse-index labels are used for efficient queries, watches, sorting and grouping in UIs and CLIs, etc. Labels should not be polluted with non-identifying, large and/or structured data. Non-identifying information should instead be recorded using annotations. Labels as Alternative Hierarchy

Service deployments and batch processing pipelines are often multi-dimensional entities (e.g., multiple partitions or deployments, multiple release tracks, multiple tiers, multiple micro-services per tier). Management of these deployments often requires cutting across the encapsulation of strictly hierarchical representations—​especially those rigid hierarchies determined by the infrastructure rather than by users. Labels enable users to map their own organizational structures onto system objects in a loosely coupled fashion, without requiring clients to store these mappings.

Example labels:

{"release" : "stable", "release" : "canary"}
{"environment" : "dev", "environment" : "qa", "environment" : "production"}
{"tier" : "frontend", "tier" : "backend", "tier" : "cache"}
{"partition" : "customerA", "partition" : "customerB"}
{"track" : "daily", "track" : "weekly"}

These are just examples of commonly used labels; the ability exists to develop specific conventions that best suit the deployed environment. Labels as Node Selector

Node labels can be used as node selector where different nodes can be labeled to different use cases. The typical use case is to have nodes running Red Hat OpenShift Container Platform infrastructure components like the Red Hat OpenShift Container Platform registry, routers, metrics or logging components named "infrastructure nodes" to differentiate them from nodes dedicated to run user applications. Following this use case, the admin can label the "infrastructure nodes" with the label "region=infra" and the application nodes as "region=app". Other uses can be having different hardware in the nodes and have classifications like "type=gold", "type=silver" or "type=bronze".

The scheduler can be configured to use node labels to assign pods to nodes depending on the node-selector. At times it makes sense to have different types of nodes to run certain pods, the node-selector can be set to select which labels are used to assign pods to nodes.

1.4. Software Defined Networking

Red Hat OpenShift Container Platform offers the ability to specify how pods communicate with each other. This could be through the use of Red Hat provided Software-defined networks (SDN) or a third-party SDN.

Deciding on the appropriate internal network for an Red Hat OpenShift Container Platform step is a crucial step. Unfortunately, there is no right answer regarding the appropriate pod network to chose, as this varies based upon the specific scenario requirements on how a Red Hat OpenShift Container Platform environment is to be used.

For the purposes of this reference environment, the Red Hat OpenShift Container Platform ovs-networkpolicy SDN plug-in is chosen due to its ability to provide pod isolation using Kubernetes NetworkPolicy. The following section, “OpenShift SDN Plugins”, discusses important details when deciding between the three popular options for the internal networks - ovs-multitenant, ovs-networkpolicy and ovs-subnet.

1.4.1. OpenShift SDN Plugins

This section focuses on multiple plugins for pod communication within Red Hat OpenShift Container Platform using OpenShift SDN. The three plugin options are listed below.

  • ovs-subnet - the original plugin that provides an overlay network created to allow pod-to-pod communication and services. This pod network is created using Open vSwitch (OVS).
  • ovs-multitenant - a plugin that provides an overlay network that is configured using OVS, similar to the ovs-subnet plugin, however, unlike the ovs-subnet it provides Red Hat OpenShift Container Platform project level isolation for pods and services.
  • ovs-networkpolicy - a plugin that provides an overlay network that is configured using OVS that provides the ability for Red Hat OpenShift Container Platform administrators to configure specific isolation policies using NetworkPolicy objects1.


Network isolation is important, which OpenShift SDN to choose?

With the above, this leaves two OpenShift SDN options: ovs-multitenant and ovs-networkpolicy. The reason ovs-subnet is ruled out is due to it not having network isolation.

While both ovs-multitenant and ovs-networkpolicy provide network isolation, the optimal choice comes down to what type of isolation is required. The ovs-multitenant plugin provides project-level isolation for pods and services. This means that pods and services from different projects cannot communicate with each other.

On the other hand, ovs-networkpolicy solves network isolation by providing project administrators the flexibility to create their own network policies using Kubernetes NetworkPolicy objects. This means that by default all pods in a project are accessible from other pods and network endpoints until NetworkPolicy objects are created. This in turn may allow pods from separate projects to communicate with each other assuming the appropriate NetworkPolicy is in place.

Depending on the level of isolation required, should determine the appropriate choice when deciding between ovs-multitenant and ovs-networkpolicy.

1.5. Container Storage

Container images are stored locally on the nodes running Red Hat OpenShift Container Platform pods. The container-storage-setup script uses the /etc/sysconfig/docker-storage-setup file to specify the storage configuration.

The /etc/sysconfig/docker-storage-setup file should be created before starting the docker service, otherwise the storage would be configured using a loopback device. The container storage setup is performed on all hosts running containers, therefore masters, infrastructure, and application nodes.

1.6. Persistent Storage

Containers by default offer ephemeral storage but some applications require the storage to persist between different container deployments or upon container migration. Persistent Volume Claims (PVC) are used to store the application data. These claims can either be added into the environment by hand or provisioned dynamically using a StorageClass object.

1.6.1. Storage Classes

The StorageClass resource object describes and classifies different types of storage that can be requested, as well as provides a means for passing parameters to the backend for dynamically provisioned storage on demand. StorageClass objects can also serve as a management mechanism for controlling different levels of storage and access to the storage. Cluster Administrators (cluster-admin) or Storage Administrators (storage-admin) define and create the StorageClass objects that users can use without needing any intimate knowledge about the underlying storage volume sources. Because of this the naming of the storage class defined in the StorageClass object should be useful in understanding the type of storage it maps whether that is storage from Microsoft Azure or from glusterfs if deployed. Persistent Volumes

Persistent volumes (PV) provide pods with non-ephemeral storage by configuring and encapsulating underlying storage sources. A persistent volume claim (PVC) abstracts an underlying PV to provide provider agnostic storage to OpenShift resources. A PVC, when successfully fulfilled by the system, mounts the persistent storage to a specific directory (mountPath) within one or more pods. From the container point of view, the mountPath is connected to the underlying storage mount points by a bind-mount.

1.7. Registry

OpenShift can build containerimages from source code, deploy them, and manage their lifecycle. To enable this, OpenShift provides an internal, integrated registry that can be deployed in the OpenShift environment to manage images.

The registry stores images and metadata. For production environment, persistent storage should be used for the registry, otherwise any images that were built or pushed into the registry would disappear if the pod were to restart.

1.8. Aggregated Logging

One of the Red Hat OpenShift Container Platform optional components named Red Hat OpenShift Container Platform aggregated logging collects and aggregates logs from the pods running in the Red Hat OpenShift Container Platform cluster as well as /var/log/messages on nodes enabling Red Hat OpenShift Container Platform users to view the logs of projects which they have view access using a web interface.

Red Hat OpenShift Container Platform aggregated logging component it is a modified version of the ELK stack composed by a few pods running on the Red Hat OpenShift Container Platform environment:

  • Elasticsearch: An object store where all logs are stored.
  • Kibana: A web UI for Elasticsearch.
  • Curator: Elasticsearch maintenance operations performed automatically on a per-project basis.
  • Fluentd: Gathers logs from nodes and containers and feeds them to Elasticsearch.

Fluentd can be configured to send a copy of the logs to a different log aggregator and/or to a different Elasticsearch cluster, see OpenShift documentation for more information.

Once deployed in the cluster, Fluentd (deployed as a DaemonSet on any node with the right labels) gathers logs from all nodes and containers, enriches the log document with useful metadata (e.g. namespace, container_name, node) and forwards them into Elasticsearch, where Kibana provides a web interface to users to be able to view any logs. Cluster administrators can view all logs, but application developers can only view logs for projects they have permission to view. To avoid users to see logs from pods in other projects, the Search Guard plugin for Elasticsearch is used.

A separate Elasticsearch cluster, a separate Kibana, and a separate Curator components can be deployed to form the OPS cluster where Fluentd send logs from the default, openshift, and openshift-infra projects as well as /var/log/messages on nodes into this different cluster. If the OPS cluster is not deployed those logs are hosted in the regular aggregated logging cluster.

Red Hat OpenShift Container Platform aggregated logging components can be customized for longer data persistence, pods limits, replicas of individual components, custom certificates, etc. The customization is provided by the Ansible variables as part of the deployment process.

The OPS cluster can be customized as well using the same variables using the suffix ops as in openshift_logging_es_ops_pvc_size.


For more information about different customization parameters, see Aggregating Container Logs documentation.

Basic concepts for aggregated logging

  • Cluster: Set of Elasticsearch nodes distributing the workload
  • Node: Container running an instance of Elasticsearch, part of the cluster.
  • Index: Collection of documents (container logs)
  • Shards and Replicas: Indices can be split into sets of data containing the primary copy of the documents stored (primary shards) or backups of that primary copies (replica shards). Sharding allows the application to horizontally scaled the information and distributed/paralellized operations. Replication instead provides high availability and also better search throughput as searches are also executed on replicas.

Using NFS storage as a volume or a persistent volume (or via NAS such as Gluster) is not supported for Elasticsearch storage, as Lucene relies on file system behavior that NFS does not supply. Data corruption and other problems can occur.

By default every Elasticsearch pod of the Red Hat OpenShift Container Platform aggregated logging components has the role of Elasticsearch master and Elasticsearch data node. If only 2 Elasticsearch pods are deployed and one of the pods fails, all logging stops until the second master returns, so there is no availability advantage to deploy 2 Elasticsearch pods.


Elasticsearch shards require their own storage, but Red Hat OpenShift Container Platform deploymentconfig shares storage volumes between all its pods, therefore every Elasticsearch pod is deployed using a different deploymentconfig so it cannot be scaled using oc scale. In order to scale the aggregated logging Elasticsearch replicas after the first deployment, it is required to modify the openshift_logging_es_cluser_size in the inventory file and re-run the openshift-logging.yml playbook.

Below is an example of some of the best practices when deploying Red Hat OpenShift Container Platform aggregated logging. Elasticsearch, Kibana, and Curator are deployed on nodes with the label of "region=infra". Specifying the node label ensures that the Elasticsearch and Kibana components are not competing with applications for resources. A highly-available environment for Elasticsearch is deployed to avoid data loss, therefore, at least 3 Elasticsearch replicas are deployed and openshift_logging_es_number_of_replicas parameter is configured to be 1 at least. The settings below would be defined in a variable file or static inventory.


1.9. Aggregated Metrics

Red Hat OpenShift Container Platform has the ability to gather metrics from kubelet and store the values in Heapster. Red Hat OpenShift Container Platform Metrics provide the ability to view CPU, memory, and network-based metrics and display the values in the user interface. These metrics can allow for the horizontal autoscaling of pods based on parameters provided by an Red Hat OpenShift Container Platform user. It is important to understand capacity planning when deploying metrics into an Red Hat OpenShift Container Platform environment.

Red Hat OpenShift Container Platform metrics is composed by a few pods running on the Red Hat OpenShift Container Platform environment:

  • Heapster: Heapster scrapes the metrics for CPU, memory and network usage on every pod, then exports them into Hawkular Metrics.
  • Hawkular Metrics: A metrics engine that stores the data persistently in a Cassandra database.
  • Cassandra: Database where the metrics data is stored.

Red Hat OpenShift Container Platform metrics components can be customized for longer data persistence, pods limits, replicas of individual components, custom certificates, etc. The customization is provided by the Ansible variables as part of the deployment process.

As best practices when metrics are deployed, persistent storage should be used to allow for metrics to be preserved. Node selectors should be used to specify where the Metrics components should run. In the reference architecture environment, the components are deployed on nodes with the label of "region=infra".


1.10. Container-Native Storage (Optional)

Container-Native Storage (CNS) provides dynamically provisioned storage for containers on Red Hat OpenShift Container Platform across cloud providers, virtual and bare-metal deployments. CNS relies on block devices available on the OpenShift nodes and uses software-defined storage provided by Red Hat Gluster Storage. CNS runs Red Hat Gluster Storage containerized, allowing OpenShift storage pods to spread across the cluster and across different data centers if latency is low between them. CNS enables the requesting and mounting of Gluster storage across one or many containers with access modes of either ReadWriteMany(RWX), ReadOnlyMany(ROX) or ReadWriteOnce(RWO). CNS can also be used to host the OpenShift registry.

1.10.1. Prerequisites for Container-Native Storage

Deployment of Container-Native Storage (CNS) on OpenShift Container Platform (OCP) requires at least three OpenShift nodes with at least one 100GB unused block storage device attached on each of the nodes. Dedicating three OpenShift nodes to CNS allows for the configuration of one StorageClass object to be used for applications.

If the CNS instances serve dual roles such as hosting application pods and glusterfs pods, ensure the instances have enough resources to support both operations. CNS hardware requirements state that there must be 32GB of RAM per instance.

1.10.2. Firewall and Security Group Prerequisites

The following ports must be open to properly install and maintain CNS.


The nodes used for CNS also need all of the standard ports an OpenShift node would need.

Table 1.1. CNS - Inbound

Port/ProtocolServicesRemote sourcePurpose



Gluser Nodes




Gluser Nodes




Gluser Nodes

CNS communication



Gluser Nodes

Gluster Block



Gluster Nodes

Gluster Daemon



Gluster Nodes

Gluster Management



Gluster Nodes

Gluster Block



Gluster Nodes

Gluster Client Ports