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This process is not applicable for clusters with manually provisioned machines. You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational.

You can use infrastructure machine sets to create machines that host only infrastructure components, such as the default router, the integrated container image registry, and the components for cluster metrics and monitoring. These infrastructure machines are not counted toward the total number of subscriptions that are required to run the environment.

OKD infrastructure components

The following infrastructure workloads do not incur OKD worker subscriptions:

  • Kubernetes and OKD control plane services that run on masters

  • The default router

  • The integrated container image registry

  • The HAProxy-based Ingress Controller

  • The cluster metrics collection, or monitoring service, including components for monitoring user-defined projects

  • Cluster aggregated logging

  • Service brokers

  • Red Hat Quay

  • Red Hat OpenShift Container Storage

  • Red Hat Advanced Cluster Manager

  • Red Hat Advanced Cluster Security for Kubernetes

  • Red Hat OpenShift GitOps

  • Red Hat OpenShift Pipelines

Any node that runs any other container, pod, or component is a worker node that your subscription must cover.

Additional resources

Creating infrastructure machine sets for production environments

In a production deployment, it is recommended that you deploy at least three machine sets to hold infrastructure components. Both OpenShift Logging and Red Hat OpenShift Service Mesh deploy Elasticsearch, which requires three instances to be installed on different nodes. Each of these nodes can be deployed to different availability zones for high availability. A configuration like this requires three different machine sets, one for each availability zone. In global Azure regions that do not have multiple availability zones, you can use availability sets to ensure high availability.

Creating machine sets for different clouds

Use the sample machine set for your cloud.

Sample YAML for a machine set custom resource on AWS

This sample YAML defines a machine set that runs in the us-east-1a Amazon Web Services (AWS) zone and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
  name: <infrastructure_id>-infra-<zone> (2)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<zone> (2)
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (3)
        machine.openshift.io/cluster-api-machine-type: <infra> (3)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<zone> (2)
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/infra: "" (3)
      taints: (4)
        - key: node-role.kubernetes.io/infra
          effect: NoSchedule
      providerSpec:
        value:
          ami:
            id: ami-046fe691f52a953f9 (5)
          apiVersion: awsproviderconfig.openshift.io/v1beta1
          blockDevices:
            - ebs:
                iops: 0
                volumeSize: 120
                volumeType: gp2
          credentialsSecret:
            name: aws-cloud-credentials
          deviceIndex: 0
          iamInstanceProfile:
            id: <infrastructure_id>-worker-profile (1)
          instanceType: m4.large
          kind: AWSMachineProviderConfig
          placement:
            availabilityZone: us-east-1a
            region: us-east-1
          securityGroups:
            - filters:
                - name: tag:Name
                  values:
                    - <infrastructure_id>-worker-sg (1)
          subnet:
            filters:
              - name: tag:Name
                values:
                  - <infrastructure_id>-private-us-east-1a (1)
          tags:
            - name: kubernetes.io/cluster/<infrastructure_id> (1)
              value: owned
          userDataSecret:
            name: worker-user-data
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 Specify the infrastructure ID, <infra> node label, and zone.
3 Specify the <infra> node label.
4 Specify a taint to prevent user workloads from being scheduled on infra nodes.
5 Specify a valid Fedora CoreOS (FCOS) AMI for your AWS zone for your OKD nodes.
$ oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.ami.id}{"\n"}' \
    get machineset/<infrastructure_id>-worker-<zone>

Machine sets running on AWS support non-guaranteed Spot Instances. You can save on costs by using Spot Instances at a lower price compared to On-Demand Instances on AWS. Configure Spot Instances by adding spotMarketOptions to the MachineSet YAML file.

Sample YAML for a machine set custom resource on Azure

This sample YAML defines a machine set that runs in the 1 Microsoft Azure zone in a region and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
    machine.openshift.io/cluster-api-machine-role: <infra> (2)
    machine.openshift.io/cluster-api-machine-type: <infra> (2)
  name: <infrastructure_id>-infra-<region> (3)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<region> (3)
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (2)
        machine.openshift.io/cluster-api-machine-type: <infra> (2)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<region> (3)
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/infra: "" (2)
      taints: (4)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
      providerSpec:
        value:
          apiVersion: azureproviderconfig.openshift.io/v1beta1
          credentialsSecret:
            name: azure-cloud-credentials
            namespace: openshift-machine-api
          image:
            offer: ""
            publisher: ""
            resourceID: /resourceGroups/<infrastructure_id>-rg/providers/Microsoft.Compute/images/<infrastructure_id> (1)
            sku: ""
            version: ""
          internalLoadBalancer: ""
          kind: AzureMachineProviderSpec
          location: <region> (5)
          managedIdentity: <infrastructure_id>-identity (1)
          metadata:
            creationTimestamp: null
          natRule: null
          networkResourceGroup: ""
          osDisk:
            diskSizeGB: 128
            managedDisk:
              storageAccountType: Premium_LRS
            osType: Linux
          publicIP: false
          publicLoadBalancer: ""
          resourceGroup: <infrastructure_id>-rg (1)
          sshPrivateKey: ""
          sshPublicKey: ""
          subnet: <infrastructure_id>-<role>-subnet  (1) (2)
          userDataSecret:
            name: worker-user-data (2)
          vmSize: Standard_DS4_v2
          vnet: <infrastructure_id>-vnet (1)
          zone: "1" (6)
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

You can obtain the subnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.subnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1

You can obtain the vnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.vnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1
2 Specify the <infra> node label.
3 Specify the infrastructure ID, <infra> node label, and region.
4 Specify a taint to prevent user workloads from being scheduled on infra nodes.
5 Specify the region to place machines on.
6 Specify the zone within your region to place machines on. Be sure that your region supports the zone that you specify.

Machine sets running on Azure support non-guaranteed Spot VMs. You can save on costs by using Spot VMs at a lower price compared to standard VMs on Azure. You can configure Spot VMs by adding spotVMOptions to the MachineSet YAML file.

Sample YAML for a machine set custom resource on GCP

This sample YAML defines a machine set that runs in Google Cloud Platform (GCP) and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
  name: <infrastructure_id>-w-a (1)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-w-a (1)
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (2)
        machine.openshift.io/cluster-api-machine-type: <infra> (2)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-w-a (1)
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/infra: "" (2)
      taints: (3)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
      providerSpec:
        value:
          apiVersion: gcpprovider.openshift.io/v1beta1
          canIPForward: false
          credentialsSecret:
            name: gcp-cloud-credentials
          deletionProtection: false
          disks:
          - autoDelete: true
            boot: true
            image: <path_to_image> (4)
            labels: null
            sizeGb: 128
            type: pd-ssd
          gcpMetadata: (5)
          - key: <custom_metadata_key>
            value: <custom_metadata_value>
          kind: GCPMachineProviderSpec
          machineType: n1-standard-4
          metadata:
            creationTimestamp: null
          networkInterfaces:
          - network: <infrastructure_id>-network (1)
            subnetwork: <infrastructure_id>-worker-subnet (1)
          projectID: <project_name> (6)
          region: us-central1
          serviceAccounts:
          - email: <infrastructure_id>-w@<project_name>.iam.gserviceaccount.com  (1) (6)
            scopes:
            - https://www.googleapis.com/auth/cloud-platform
          tags:
          - <infrastructure_id>-worker (1)
          userDataSecret:
            name: worker-user-data
          zone: us-central1-a
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 Specify the <infra> node label.
3 Specify a taint to prevent user workloads from being scheduled on infra nodes.
4 Specify the path to the image that is used in current machine sets. If you have the OpenShift CLI installed, you can obtain the path to the image by running the following command:
$ oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.disks[0].image}{"\n"}' \
    get machineset/<infrastructure_id>-worker-a
5 Optional: Specify custom metadata in the form of a key:value pair. For example use cases, see the GCP documentation for setting custom metadata.
6 Specify the name of the GCP project that you use for your cluster.

Machine sets running on GCP support non-guaranteed preemptible VM instances. You can save on costs by using preemptible VM instances at a lower price compared to normal instances on GCP. You can configure preemptible VM instances by adding preemptible to the MachineSet YAML file.

Sample YAML for a machine set custom resource on RHOSP

This sample YAML defines a machine set that runs on Red Hat OpenStack Platform (RHOSP) and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
    machine.openshift.io/cluster-api-machine-role: <infra> (2)
    machine.openshift.io/cluster-api-machine-type: <infra> (2)
  name: <infrastructure_id>-infra (3)
  namespace: openshift-machine-api
spec:
  replicas: <number_of_replicas>
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra (3)
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (2)
        machine.openshift.io/cluster-api-machine-type: <infra> (2)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra (3)
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/infra: ""
      taints: (4)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
      providerSpec:
        value:
          apiVersion: openstackproviderconfig.openshift.io/v1alpha1
          cloudName: openstack
          cloudsSecret:
            name: openstack-cloud-credentials
            namespace: openshift-machine-api
          flavor: <nova_flavor>
          image: <glance_image_name_or_location>
          serverGroupID: <optional_UUID_of_server_group> (5)
          kind: OpenstackProviderSpec
          networks: (6)
          - filter: {}
            subnets:
            - filter:
                name: <subnet_name>
                tags: openshiftClusterID=<infrastructure_id> (1)
          primarySubnet: <rhosp_subnet_UUID> (7)
          securityGroups:
          - filter: {}
            name: <infrastructure_id>-worker (1)
          serverMetadata:
            Name: <infrastructure_id>-worker (1)
            openshiftClusterID: <infrastructure_id> (1)
          tags:
          - openshiftClusterID=<infrastructure_id> (1)
          trunk: true
          userDataSecret:
            name: worker-user-data (2)
          availabilityZone: <optional_openstack_availability_zone>
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 Specify the <infra> node label.
3 Specify the infrastructure ID and <infra> node label.
4 Specify a taint to prevent user workloads from being scheduled on infra nodes.
5 To set a server group policy for the MachineSet, enter the value that is returned from creating a server group. For most deployments, anti-affinity or soft-anti-affinity policies are recommended.
6 Required for deployments to multiple networks. If deploying to multiple networks, this list must include the network that is used as the primarySubnet value.
7 Specify the RHOSP subnet that you want the endpoints of nodes to be published on. Usually, this is the same subnet that is used as the value of machinesSubnet in the install-config.yaml file.

Sample YAML for a machine set custom resource on vSphere

This sample YAML defines a machine set that runs on VMware vSphere and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  creationTimestamp: null
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
  name: <infrastructure_id>-infra (2)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra (2)
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (3)
        machine.openshift.io/cluster-api-machine-type: <infra> (3)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra (2)
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/infra: "" (3)
      taints: (4)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
      providerSpec:
        value:
          apiVersion: vsphereprovider.openshift.io/v1beta1
          credentialsSecret:
            name: vsphere-cloud-credentials
          diskGiB: 120
          kind: VSphereMachineProviderSpec
          memoryMiB: 8192
          metadata:
            creationTimestamp: null
          network:
            devices:
            - networkName: "<vm_network_name>" (5)
          numCPUs: 4
          numCoresPerSocket: 1
          snapshot: ""
          template: <vm_template_name> (6)
          userDataSecret:
            name: worker-user-data
          workspace:
            datacenter: <vcenter_datacenter_name> (7)
            datastore: <vcenter_datastore_name> (8)
            folder: <vcenter_vm_folder_path> (9)
            resourcepool: <vsphere_resource_pool> (10)
            server: <vcenter_server_ip> (11)
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI (oc) installed, you can obtain the infrastructure ID by running the following command:
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 Specify the infrastructure ID and <infra> node label.
3 Specify the <infra> node label.
4 Specify a taint to prevent user workloads from being scheduled on infra nodes.
5 Specify the vSphere VM network to deploy the machine set to.
6 Specify the vSphere VM template to use, such as user-5ddjd-rhcos.
7 Specify the vCenter Datacenter to deploy the machine set on.
8 Specify the vCenter Datastore to deploy the machine set on.
9 Specify the path to the vSphere VM folder in vCenter, such as /dc1/vm/user-inst-5ddjd.
10 Specify the vSphere resource pool for your VMs.
11 Specify the vCenter server IP or fully qualified domain name.

Creating a machine set

In addition to the ones created by the installation program, you can create your own machine sets to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites
  • Deploy an OKD cluster.

  • Install the OpenShift CLI (oc).

  • Log in to oc as a user with cluster-admin permission.

Procedure
  1. Create a new YAML file that contains the machine set custom resource (CR) sample and is named <file_name>.yaml.

    Ensure that you set the <clusterID> and <role> parameter values.

    1. If you are not sure which value to set for a specific field, you can check an existing machine set from your cluster:

      $ oc get machinesets -n openshift-machine-api
      Example output
      NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
      agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
      agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
      agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
      agl030519-vplxk-worker-us-east-1d   0         0                             55m
      agl030519-vplxk-worker-us-east-1e   0         0                             55m
      agl030519-vplxk-worker-us-east-1f   0         0                             55m
    2. Check values of a specific machine set:

      $ oc get machineset <machineset_name> -n \
           openshift-machine-api -o yaml
      Example output
      ...
      template:
          metadata:
            labels:
              machine.openshift.io/cluster-api-cluster: agl030519-vplxk (1)
              machine.openshift.io/cluster-api-machine-role: worker (2)
              machine.openshift.io/cluster-api-machine-type: worker
              machine.openshift.io/cluster-api-machineset: agl030519-vplxk-worker-us-east-1a
      1 The cluster ID.
      2 A default node label.
  2. Create the new MachineSet CR:

    $ oc create -f <file_name>.yaml
  3. View the list of machine sets:

    $ oc get machineset -n openshift-machine-api
    Example output
    NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
    agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
    agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
    agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
    agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
    agl030519-vplxk-worker-us-east-1d   0         0                             55m
    agl030519-vplxk-worker-us-east-1e   0         0                             55m
    agl030519-vplxk-worker-us-east-1f   0         0                             55m

    When the new machine set is available, the DESIRED and CURRENT values match. If the machine set is not available, wait a few minutes and run the command again.

Creating an infrastructure node

See Creating infrastructure machine sets for installer-provisioned infrastructure environments or for any cluster where the control plane nodes (also known as the master nodes) are managed by the machine API.

Requirements of the cluster dictate that infrastructure, also called infra nodes, be provisioned. The installer only provides provisions for control plane and worker nodes. Worker nodes can be designated as infrastructure nodes or application, also called app, nodes through labeling.

Procedure
  1. Add a label to the worker node that you want to act as application node:

    $ oc label node <node-name> node-role.kubernetes.io/app=""
  2. Add a label to the worker nodes that you want to act as infrastructure nodes:

    $ oc label node <node-name> node-role.kubernetes.io/infra=""
  3. Check to see if applicable nodes now have the infra role and app roles:

    $ oc get nodes
  4. Create a default cluster-wide node selector. The default node selector is applied to pods created in all namespaces. This creates an intersection with any existing node selectors on a pod, which additionally constrains the pod’s selector.

    If the default node selector key conflicts with the key of a pod’s label, then the default node selector is not applied.

    However, do not set a default node selector that might cause a pod to become unschedulable. For example, setting the default node selector to a specific node role, such as node-role.kubernetes.io/infra="", when a pod’s label is set to a different node role, such as node-role.kubernetes.io/master="", can cause the pod to become unschedulable. For this reason, use caution when setting the default node selector to specific node roles.

    You can alternatively use a project node selector to avoid cluster-wide node selector key conflicts.

    1. Edit the Scheduler object:

      $ oc edit scheduler cluster
    2. Add the defaultNodeSelector field with the appropriate node selector:

      apiVersion: config.openshift.io/v1
      kind: Scheduler
      metadata:
        name: cluster
      ...
      spec:
        defaultNodeSelector: topology.kubernetes.io/region=us-east-1 (1)
      ...
      1 This example node selector deploys pods on nodes in the us-east-1 region by default.
    3. Save the file to apply the changes.

You can now move infrastructure resources to the newly labeled infra nodes.

Creating a machine config pool for infrastructure machines

If you need infrastructure machines to have dedicated configurations, you must create an infra pool.

Procedure
  1. Add a label to the node you want to assign as the infra node with a specific label:

    $ oc label node <node_name> <label>
    $ oc label node ci-ln-n8mqwr2-f76d1-xscn2-worker-c-6fmtx node-role.kubernetes.io/infra=
  2. Create a machine config pool that contains both the worker role and your custom role as machine config selector:

    $ cat infra.mcp.yaml
    Example output
    apiVersion: machineconfiguration.openshift.io/v1
    kind: MachineConfigPool
    metadata:
      name: infra
    spec:
      machineConfigSelector:
        matchExpressions:
          - {key: machineconfiguration.openshift.io/role, operator: In, values: [worker,infra]} (1)
      nodeSelector:
        matchLabels:
          node-role.kubernetes.io/infra: "" (2)
    1 Add the worker role and your custom role.
    2 Add the label you added to the node as a nodeSelector.

    Custom machine config pools inherit machine configs from the worker pool. Custom pools use any machine config targeted for the worker pool, but add the ability to also deploy changes that are targeted at only the custom pool. Because a custom pool inherits resources from the worker pool, any change to the worker pool also affects the custom pool.

  3. After you have the YAML file, you can create the machine config pool:

    $ oc create -f infra.mcp.yaml
  4. Check the machine configs to ensure that the infrastructure configuration rendered successfully:

    $ oc get machineconfig
    Example output
    NAME                                                        GENERATEDBYCONTROLLER                      IGNITIONVERSION   CREATED
    00-master                                                   365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             31d
    00-worker                                                   365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             31d
    01-master-container-runtime                                 365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             31d
    01-master-kubelet                                           365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             31d
    01-worker-container-runtime                                 365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             31d
    01-worker-kubelet                                           365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             31d
    99-master-1ae2a1e0-a115-11e9-8f14-005056899d54-registries   365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             31d
    99-master-ssh                                                                                          2.2.0             31d
    99-worker-1ae64748-a115-11e9-8f14-005056899d54-registries   365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             31d
    99-worker-ssh                                                                                          2.2.0             31d
    rendered-infra-4e48906dca84ee702959c71a53ee80e7             365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             19s
    rendered-master-072d4b2da7f88162636902b074e9e28e            5b6fb8349a29735e48446d435962dec4547d3090   2.2.0             31d
    rendered-master-3e88ec72aed3886dec061df60d16d1af            02c07496ba0417b3e12b78fb32baf6293d314f79   2.2.0             31d
    rendered-master-419bee7de96134963a15fdf9dd473b25            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             17d
    rendered-master-53f5c91c7661708adce18739cc0f40fb            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             13d
    rendered-master-a6a357ec18e5bce7f5ac426fc7c5ffcd            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             7d3h
    rendered-master-dc7f874ec77fc4b969674204332da037            5b6fb8349a29735e48446d435962dec4547d3090   2.2.0             31d
    rendered-worker-1a75960c52ad18ff5dfa6674eb7e533d            5b6fb8349a29735e48446d435962dec4547d3090   2.2.0             31d
    rendered-worker-2640531be11ba43c61d72e82dc634ce6            5b6fb8349a29735e48446d435962dec4547d3090   2.2.0             31d
    rendered-worker-4e48906dca84ee702959c71a53ee80e7            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             7d3h
    rendered-worker-4f110718fe88e5f349987854a1147755            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             17d
    rendered-worker-afc758e194d6188677eb837842d3b379            02c07496ba0417b3e12b78fb32baf6293d314f79   2.2.0             31d
    rendered-worker-daa08cc1e8f5fcdeba24de60cd955cc3            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   2.2.0             13d

    You should see a new machine config, with the rendered-infra-* prefix.

  5. Optional: To deploy changes to a custom pool, create a machine config that uses the custom pool name as the label, such as infra. Note that this is not required and only shown for instructional purposes. In this manner, you can apply any custom configurations specific to only your infra nodes.

    After you create the new machine config pool, the MCO generates a new rendered config for that pool, and associated nodes of that pool reboot to apply the new configuration.

    1. Create a machine config:

      $ cat infra.mc.yaml
      Example output
      apiVersion: machineconfiguration.openshift.io/v1
      kind: MachineConfig
      metadata:
        name: 51-infra
        labels:
          machineconfiguration.openshift.io/role: infra (1)
      spec:
        config:
          ignition:
            version: 3.1.0
          storage:
            files:
            - path: /etc/infratest
              mode: 0644
              contents:
                source: data:,infra
      1 Add the label you added to the node as a nodeSelector.
    2. Apply the machine config to the infra-labeled nodes:

      $ oc create -f infra.mc.yaml
  6. Confirm that your new machine config pool is available:

    $ oc get mcp
    Example output
    NAME     CONFIG                                             UPDATED   UPDATING   DEGRADED   MACHINECOUNT   READYMACHINECOUNT   UPDATEDMACHINECOUNT   DEGRADEDMACHINECOUNT   AGE
    infra    rendered-infra-60e35c2e99f42d976e084fa94da4d0fc    True      False      False      1              1                   1                     0                      4m20s
    master   rendered-master-9360fdb895d4c131c7c4bebbae099c90   True      False      False      3              3                   3                     0                      91m
    worker   rendered-worker-60e35c2e99f42d976e084fa94da4d0fc   True      False      False      2              2                   2                     0                      91m

    In this example, a worker node was changed to an infra node.

Additional resources

Assigning machine set resources to infrastructure nodes

After creating an infrastructure machine set, the worker and infra roles are applied to new infra nodes. Nodes with the infra role applied are not counted toward the total number of subscriptions that are required to run the environment, even when the worker role is also applied.

However, with an infra node being assigned as a worker, there is a chance user workloads could get inadvertently assigned to an infra node. To avoid this, you can apply a taint to the infra node and tolerations for the pods you want to control.

Binding infrastructure node workloads using taints and tolerations

If you have an infra node that has the infra and worker roles assigned, you must configure the node so that user workloads are not assigned to it.

It is recommended that you preserve the dual infra,worker label that is created for infra nodes and use taints and tolerations to manage nodes that user workloads are scheduled on. If you remove the worker label from the node, you must create a custom pool to manage it. A node with a label other than master or worker is not recognized by the MCO without a custom pool. Maintaining the worker label allows the node to be managed by the default worker machine config pool, if no custom pools that select the custom label exists. The infra label communicates to the cluster that it does not count toward the total number of subscriptions.

Prerequisites
  • Configure additional MachineSet objects in your OKD cluster.

Procedure
  1. Add a taint to the infra node to prevent scheduling user workloads on it:

    1. Determine if the node has the taint:

      $ oc describe nodes <node_name>
      Sample output
      oc describe node ci-ln-iyhx092-f76d1-nvdfm-worker-b-wln2l
      Name:               ci-ln-iyhx092-f76d1-nvdfm-worker-b-wln2l
      Roles:              worker
       ...
      Taints:             node-role.kubernetes.io/infra:NoSchedule
       ...

      This example shows that the node has a taint. You can proceed with adding a toleration to your pod in the next step.

    2. If you have not configured a taint to prevent scheduling user workloads on it:

      $ oc adm taint nodes <node_name> <key>:<effect>

      For example:

      $ oc adm taint nodes node1 node-role.kubernetes.io/infra:NoSchedule

      This example places a taint on node1 that has key node-role.kubernetes.io/infra and taint effect NoSchedule. Nodes with the NoSchedule effect schedule only pods that tolerate the taint, but allow existing pods to remain scheduled on the node.

      If a descheduler is used, pods violating node taints could be evicted from the cluster.

  2. Add tolerations for the pod configurations you want to schedule on the infra node, like router, registry, and monitoring workloads. Add the following code to the Pod object specification:

    tolerations:
      - effect: NoSchedule (1)
        key: node-role.kubernetes.io/infra (2)
        operator: Exists (3)
    1 Specify the effect that you added to the node.
    2 Specify the key that you added to the node.
    3 Specify the Exists Operator to require a taint with the key node-role.kubernetes.io/infra to be present on the node.

    This toleration matches the taint created by the oc adm taint command. A pod with this toleration can be scheduled onto the infra node.

    Moving pods for an Operator installed via OLM to an infra node is not always possible. The capability to move Operator pods depends on the configuration of each Operator.

  3. Schedule the pod to the infra node using a scheduler. See the documentation for Controlling pod placement onto nodes for details.

Additional resources

Moving resources to infrastructure machine sets

Some of the infrastructure resources are deployed in your cluster by default. You can move them to the infrastructure machine sets that you created.

Moving the router

You can deploy the router pod to a different machine set. By default, the pod is deployed to a worker node.

Prerequisites
  • Configure additional machine sets in your OKD cluster.

Procedure
  1. View the IngressController custom resource for the router Operator:

    $ oc get ingresscontroller default -n openshift-ingress-operator -o yaml

    The command output resembles the following text:

    apiVersion: operator.openshift.io/v1
    kind: IngressController
    metadata:
      creationTimestamp: 2019-04-18T12:35:39Z
      finalizers:
      - ingresscontroller.operator.openshift.io/finalizer-ingresscontroller
      generation: 1
      name: default
      namespace: openshift-ingress-operator
      resourceVersion: "11341"
      selfLink: /apis/operator.openshift.io/v1/namespaces/openshift-ingress-operator/ingresscontrollers/default
      uid: 79509e05-61d6-11e9-bc55-02ce4781844a
    spec: {}
    status:
      availableReplicas: 2
      conditions:
      - lastTransitionTime: 2019-04-18T12:36:15Z
        status: "True"
        type: Available
      domain: apps.<cluster>.example.com
      endpointPublishingStrategy:
        type: LoadBalancerService
      selector: ingresscontroller.operator.openshift.io/deployment-ingresscontroller=default
  2. Edit the ingresscontroller resource and change the nodeSelector to use the infra label:

    $ oc edit ingresscontroller default -n openshift-ingress-operator

    Add the nodeSelector stanza that references the infra label to the spec section, as shown:

      spec:
        nodePlacement:
          nodeSelector:
            matchLabels:
              node-role.kubernetes.io/infra: ""
  3. Confirm that the router pod is running on the infra node.

    1. View the list of router pods and note the node name of the running pod:

      $ oc get pod -n openshift-ingress -o wide
      Example output
      NAME                              READY     STATUS        RESTARTS   AGE       IP           NODE                           NOMINATED NODE   READINESS GATES
      router-default-86798b4b5d-bdlvd   1/1      Running       0          28s       10.130.2.4   ip-10-0-217-226.ec2.internal   <none>           <none>
      router-default-955d875f4-255g8    0/1      Terminating   0          19h       10.129.2.4   ip-10-0-148-172.ec2.internal   <none>           <none>

      In this example, the running pod is on the ip-10-0-217-226.ec2.internal node.

    2. View the node status of the running pod:

      $ oc get node <node_name> (1)
      1 Specify the <node_name> that you obtained from the pod list.
      Example output
      NAME                          STATUS  ROLES         AGE   VERSION
      ip-10-0-217-226.ec2.internal  Ready   infra,worker  17h   v1.19.0

      Because the role list includes infra, the pod is running on the correct node.

Moving the default registry

You configure the registry Operator to deploy its pods to different nodes.

Prerequisites
  • Configure additional machine sets in your OKD cluster.

Procedure
  1. View the config/instance object:

    $ oc get configs.imageregistry.operator.openshift.io/cluster -o yaml
    Example output
    apiVersion: imageregistry.operator.openshift.io/v1
    kind: Config
    metadata:
      creationTimestamp: 2019-02-05T13:52:05Z
      finalizers:
      - imageregistry.operator.openshift.io/finalizer
      generation: 1
      name: cluster
      resourceVersion: "56174"
      selfLink: /apis/imageregistry.operator.openshift.io/v1/configs/cluster
      uid: 36fd3724-294d-11e9-a524-12ffeee2931b
    spec:
      httpSecret: d9a012ccd117b1e6616ceccb2c3bb66a5fed1b5e481623
      logging: 2
      managementState: Managed
      proxy: {}
      replicas: 1
      requests:
        read: {}
        write: {}
      storage:
        s3:
          bucket: image-registry-us-east-1-c92e88cad85b48ec8b312344dff03c82-392c
          region: us-east-1
    status:
    ...
  2. Edit the config/instance object:

    $ oc edit configs.imageregistry.operator.openshift.io/cluster
  3. Modify the spec section of the object to resemble the following YAML:

    spec:
      affinity:
        podAntiAffinity:
          preferredDuringSchedulingIgnoredDuringExecution:
          - podAffinityTerm:
              namespaces:
              - openshift-image-registry
              topologyKey: kubernetes.io/hostname
            weight: 100
      logLevel: Normal
      managementState: Managed
      nodeSelector:
        node-role.kubernetes.io/infra: ""
  4. Verify the registry pod has been moved to the infrastructure node.

    1. Run the following command to identify the node where the registry pod is located:

      $ oc get pods -o wide -n openshift-image-registry
    2. Confirm the node has the label you specified:

      $ oc describe node <node_name>

      Review the command output and confirm that node-role.kubernetes.io/infra is in the LABELS list.

Moving the monitoring solution

By default, the Prometheus Cluster Monitoring stack, which contains Prometheus, Grafana, and AlertManager, is deployed to provide cluster monitoring. It is managed by the Cluster Monitoring Operator. To move its components to different machines, you create and apply a custom config map.

Procedure
  1. Save the following ConfigMap definition as the cluster-monitoring-configmap.yaml file:

    apiVersion: v1
    kind: ConfigMap
    metadata:
      name: cluster-monitoring-config
      namespace: openshift-monitoring
    data:
      config.yaml: |+
        alertmanagerMain:
          nodeSelector:
            node-role.kubernetes.io/infra: ""
        prometheusK8s:
          nodeSelector:
            node-role.kubernetes.io/infra: ""
        prometheusOperator:
          nodeSelector:
            node-role.kubernetes.io/infra: ""
        grafana:
          nodeSelector:
            node-role.kubernetes.io/infra: ""
        k8sPrometheusAdapter:
          nodeSelector:
            node-role.kubernetes.io/infra: ""
        kubeStateMetrics:
          nodeSelector:
            node-role.kubernetes.io/infra: ""
        telemeterClient:
          nodeSelector:
            node-role.kubernetes.io/infra: ""
        openshiftStateMetrics:
          nodeSelector:
            node-role.kubernetes.io/infra: ""
        thanosQuerier:
          nodeSelector:
            node-role.kubernetes.io/infra: ""

    Running this config map forces the components of the monitoring stack to redeploy to infrastructure nodes.

  2. Apply the new config map:

    $ oc create -f cluster-monitoring-configmap.yaml
  3. Watch the monitoring pods move to the new machines:

    $ watch 'oc get pod -n openshift-monitoring -o wide'
  4. If a component has not moved to the infra node, delete the pod with this component:

    $ oc delete pod -n openshift-monitoring <pod>

    The component from the deleted pod is re-created on the infra node.

Moving the cluster logging resources

You can configure the Cluster Logging Operator to deploy the pods for any or all of the Cluster Logging components, Elasticsearch, Kibana, and Curator to different nodes. You cannot move the Cluster Logging Operator pod from its installed location.

For example, you can move the Elasticsearch pods to a separate node because of high CPU, memory, and disk requirements.

Prerequisites
  • Cluster logging and Elasticsearch must be installed. These features are not installed by default.

Procedure
  1. Edit the ClusterLogging custom resource (CR) in the openshift-logging project:

    $ oc edit ClusterLogging instance
    apiVersion: logging.openshift.io/v1
    kind: ClusterLogging
    
    ...
    
    spec:
      collection:
        logs:
          fluentd:
            resources: null
          type: fluentd
      curation:
        curator:
          nodeSelector: (1)
            node-role.kubernetes.io/infra: ''
          resources: null
          schedule: 30 3 * * *
        type: curator
      logStore:
        elasticsearch:
          nodeCount: 3
          nodeSelector: (1)
            node-role.kubernetes.io/infra: ''
          redundancyPolicy: SingleRedundancy
          resources:
            limits:
              cpu: 500m
              memory: 16Gi
            requests:
              cpu: 500m
              memory: 16Gi
          storage: {}
        type: elasticsearch
      managementState: Managed
      visualization:
        kibana:
          nodeSelector: (1)
            node-role.kubernetes.io/infra: ''
          proxy:
            resources: null
          replicas: 1
          resources: null
        type: kibana
    
    ...
1 Add a nodeSelector parameter with the appropriate value to the component you want to move. You can use a nodeSelector in the format shown or use <key>: <value> pairs, based on the value specified for the node.
Verification

To verify that a component has moved, you can use the oc get pod -o wide command.

For example:

  • You want to move the Kibana pod from the ip-10-0-147-79.us-east-2.compute.internal node:

    $ oc get pod kibana-5b8bdf44f9-ccpq9 -o wide
    Example output
    NAME                      READY   STATUS    RESTARTS   AGE   IP            NODE                                        NOMINATED NODE   READINESS GATES
    kibana-5b8bdf44f9-ccpq9   2/2     Running   0          27s   10.129.2.18   ip-10-0-147-79.us-east-2.compute.internal   <none>           <none>
  • You want to move the Kibana Pod to the ip-10-0-139-48.us-east-2.compute.internal node, a dedicated infrastructure node:

    $ oc get nodes
    Example output
    NAME                                         STATUS   ROLES          AGE   VERSION
    ip-10-0-133-216.us-east-2.compute.internal   Ready    master         60m   v1.19.0
    ip-10-0-139-146.us-east-2.compute.internal   Ready    master         60m   v1.19.0
    ip-10-0-139-192.us-east-2.compute.internal   Ready    worker         51m   v1.19.0
    ip-10-0-139-241.us-east-2.compute.internal   Ready    worker         51m   v1.19.0
    ip-10-0-147-79.us-east-2.compute.internal    Ready    worker         51m   v1.19.0
    ip-10-0-152-241.us-east-2.compute.internal   Ready    master         60m   v1.19.0
    ip-10-0-139-48.us-east-2.compute.internal    Ready    infra          51m   v1.19.0

    Note that the node has a node-role.kubernetes.io/infra: '' label:

    $ oc get node ip-10-0-139-48.us-east-2.compute.internal -o yaml
    Example output
    kind: Node
    apiVersion: v1
    metadata:
      name: ip-10-0-139-48.us-east-2.compute.internal
      selfLink: /api/v1/nodes/ip-10-0-139-48.us-east-2.compute.internal
      uid: 62038aa9-661f-41d7-ba93-b5f1b6ef8751
      resourceVersion: '39083'
      creationTimestamp: '2020-04-13T19:07:55Z'
      labels:
        node-role.kubernetes.io/infra: ''
    ...
  • To move the Kibana pod, edit the ClusterLogging CR to add a node selector:

    apiVersion: logging.openshift.io/v1
    kind: ClusterLogging
    
    ...
    
    spec:
    
    ...
    
      visualization:
        kibana:
          nodeSelector: (1)
            node-role.kubernetes.io/infra: ''
          proxy:
            resources: null
          replicas: 1
          resources: null
        type: kibana
    1 Add a node selector to match the label in the node specification.
  • After you save the CR, the current Kibana pod is terminated and new pod is deployed:

    $ oc get pods
    Example output
    NAME                                            READY   STATUS        RESTARTS   AGE
    cluster-logging-operator-84d98649c4-zb9g7       1/1     Running       0          29m
    elasticsearch-cdm-hwv01pf7-1-56588f554f-kpmlg   2/2     Running       0          28m
    elasticsearch-cdm-hwv01pf7-2-84c877d75d-75wqj   2/2     Running       0          28m
    elasticsearch-cdm-hwv01pf7-3-f5d95b87b-4nx78    2/2     Running       0          28m
    fluentd-42dzz                                   1/1     Running       0          28m
    fluentd-d74rq                                   1/1     Running       0          28m
    fluentd-m5vr9                                   1/1     Running       0          28m
    fluentd-nkxl7                                   1/1     Running       0          28m
    fluentd-pdvqb                                   1/1     Running       0          28m
    fluentd-tflh6                                   1/1     Running       0          28m
    kibana-5b8bdf44f9-ccpq9                         2/2     Terminating   0          4m11s
    kibana-7d85dcffc8-bfpfp                         2/2     Running       0          33s
  • The new pod is on the ip-10-0-139-48.us-east-2.compute.internal node:

    $ oc get pod kibana-7d85dcffc8-bfpfp -o wide
    Example output
    NAME                      READY   STATUS        RESTARTS   AGE   IP            NODE                                        NOMINATED NODE   READINESS GATES
    kibana-7d85dcffc8-bfpfp   2/2     Running       0          43s   10.131.0.22   ip-10-0-139-48.us-east-2.compute.internal   <none>           <none>
  • After a few moments, the original Kibana pod is removed.

    $ oc get pods
    Example output
    NAME                                            READY   STATUS    RESTARTS   AGE
    cluster-logging-operator-84d98649c4-zb9g7       1/1     Running   0          30m
    elasticsearch-cdm-hwv01pf7-1-56588f554f-kpmlg   2/2     Running   0          29m
    elasticsearch-cdm-hwv01pf7-2-84c877d75d-75wqj   2/2     Running   0          29m
    elasticsearch-cdm-hwv01pf7-3-f5d95b87b-4nx78    2/2     Running   0          29m
    fluentd-42dzz                                   1/1     Running   0          29m
    fluentd-d74rq                                   1/1     Running   0          29m
    fluentd-m5vr9                                   1/1     Running   0          29m
    fluentd-nkxl7                                   1/1     Running   0          29m
    fluentd-pdvqb                                   1/1     Running   0          29m
    fluentd-tflh6                                   1/1     Running   0          29m
    kibana-7d85dcffc8-bfpfp                         2/2     Running   0          62s
Additional resources