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Before you can install OKD, you must configure a Microsoft Azure account.

All Azure resources that are available through public endpoints are subject to resource name restrictions, and you cannot create resources that use certain terms. For a list of terms that Azure restricts, see Resolve reserved resource name errors in the Azure documentation.

Azure account limits

The OKD cluster uses a number of Microsoft Azure components, and the default Azure subscription and service limits, quotas, and constraints affect your ability to install OKD clusters.

Default limits vary by offer category types, such as Free Trial and Pay-As-You-Go, and by series, such as Dv2, F, and G. For example, the default for Enterprise Agreement subscriptions is 350 cores.

Check the limits for your subscription type and if necessary, increase quota limits for your account before you install a default cluster on Azure.

The following table summarizes the Azure components whose limits can impact your ability to install and run OKD clusters.

Component Number of components required by default Default Azure limit Description

vCPU

40

20 per region

A default cluster requires 40 vCPUs, so you must increase the account limit.

By default, each cluster creates the following instances:

  • One bootstrap machine, which is removed after installation

  • Three control plane machines

  • Three compute machines

Because the bootstrap machine uses Standard_D4s_v3 machines, which use 4 vCPUs, the control plane machines use Standard_D8s_v3 virtual machines, which use 8 vCPUs, and the worker machines use Standard_D4s_v3 virtual machines, which use 4 vCPUs, a default cluster requires 40 vCPUs. The bootstrap node VM, which uses 4 vCPUs, is used only during installation.

To deploy more worker nodes, enable autoscaling, deploy large workloads, or use a different instance type, you must further increase the vCPU limit for your account to ensure that your cluster can deploy the machines that you require.

By default, the installation program distributes control plane and compute machines across all availability zones within a region. To ensure high availability for your cluster, select a region with at least three availability zones. If your region contains fewer than three availability zones, the installation program places more than one control plane machine in the available zones.

OS Disk

7

VM OS disk must be able to sustain a minimum throughput of 5000 IOPS / 200MBps. This throughput can be provided by having a minimum of 1 TiB Premium SSD (P30). In Azure, disk performance is directly dependent on SSD disk sizes, so to achieve the throughput supported by Standard_D8s_v3, or other similar machine types available, and the target of 5000 IOPS, at least a P30 disk is required.

Host caching must be set to ReadOnly for low read latency and high read IOPS and throughput. The reads performed from the cache, which is present either in the VM memory or in the local SSD disk, are much faster than the reads from the data disk, which is in the blob storage.

VNet

1

1000 per region

Each default cluster requires one Virtual Network (VNet), which contains two subnets.

Network interfaces

6

65,536 per region

Each default cluster requires six network interfaces. If you create more machines or your deployed workloads create load balancers, your cluster uses more network interfaces.

Network security groups

2

5000

Each default cluster Each cluster creates network security groups for each subnet in the VNet. The default cluster creates network security groups for the control plane and for the compute node subnets:

controlplane

Allows the control plane machines to be reached on port 6443 from anywhere

node

Allows worker nodes to be reached from the internet on ports 80 and 443

Network load balancers

3

1000 per region

Each cluster creates the following load balancers:

default

Public IP address that load balances requests to ports 80 and 443 across worker machines

internal

Private IP address that load balances requests to ports 6443 and 22623 across control plane machines

external

Public IP address that load balances requests to port 6443 across control plane machines

If your applications create more Kubernetes LoadBalancer service objects, your cluster uses more load balancers.

Public IP addresses

3

Each of the two public load balancers uses a public IP address. The bootstrap machine also uses a public IP address so that you can SSH into the machine to troubleshoot issues during installation. The IP address for the bootstrap node is used only during installation.

Private IP addresses

7

The internal load balancer, each of the three control plane machines, and each of the three worker machines each use a private IP address.

Spot VM vCPUs (optional)

0

If you configure spot VMs, your cluster must have two spot VM vCPUs for every compute node.

20 per region

This is an optional component. To use spot VMs, you must increase the Azure default limit to at least twice the number of compute nodes in your cluster.

Using spot VMs for control plane nodes is not recommended.

Configuring a public DNS zone in Azure

To install OKD, the Microsoft Azure account you use must have a dedicated public hosted DNS zone in your account. This zone must be authoritative for the domain. This service provides cluster DNS resolution and name lookup for external connections to the cluster.

Procedure
  1. Identify your domain, or subdomain, and registrar. You can transfer an existing domain and registrar or obtain a new one through Azure or another source.

    For more information about purchasing domains through Azure, see Buy a custom domain name for Azure App Service in the Azure documentation.

  2. If you are using an existing domain and registrar, migrate its DNS to Azure. See Migrate an active DNS name to Azure App Service in the Azure documentation.

  3. Configure DNS for your domain. Follow the steps in the Tutorial: Host your domain in Azure DNS in the Azure documentation to create a public hosted zone for your domain or subdomain, extract the new authoritative name servers, and update the registrar records for the name servers that your domain uses.

    Use an appropriate root domain, such as openshiftcorp.com, or subdomain, such as clusters.openshiftcorp.com.

  4. If you use a subdomain, follow your company’s procedures to add its delegation records to the parent domain.

Increasing Azure account limits

To increase an account limit, file a support request on the Azure portal.

You can increase only one type of quota per support request.

Procedure
  1. From the Azure portal, click Help + support in the lower left corner.

  2. Click New support request and then select the required values:

    1. From the Issue type list, select Service and subscription limits (quotas).

    2. From the Subscription list, select the subscription to modify.

    3. From the Quota type list, select the quota to increase. For example, select Compute-VM (cores-vCPUs) subscription limit increases to increase the number of vCPUs, which is required to install a cluster.

    4. Click Next: Solutions.

  3. On the Problem Details page, provide the required information for your quota increase:

    1. Click Provide details and provide the required details in the Quota details window.

    2. In the SUPPORT METHOD and CONTACT INFO sections, provide the issue severity and your contact details.

  4. Click Next: Review + create and then click Create.

Required Azure roles

OKD needs a service principal so it can manage Microsoft Azure resources. Before you can create a service principal, your Azure account subscription must have the following roles:

  • User Access Administrator

  • Owner

To set roles on the Azure portal, see the Manage access to Azure resources using RBAC and the Azure portal in the Azure documentation.

Creating a service principal

Because OKD and its installation program must create Microsoft Azure resources through Azure Resource Manager, you must create a service principal to represent it.

Prerequisites
  • Install or update the Azure CLI.

  • Install the jq package.

  • Your Azure account has the required roles for the subscription that you use.

Procedure
  1. Log in to the Azure CLI:

    $ az login

    Log in to Azure in the web console by using your credentials.

  2. If your Azure account uses subscriptions, ensure that you are using the right subscription.

    1. View the list of available accounts and record the tenantId value for the subscription you want to use for your cluster:

      $ az account list --refresh
      Example output
      [
        {
          "cloudName": "AzureCloud",
          "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
          "isDefault": true,
          "name": "Subscription Name",
          "state": "Enabled",
          "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee",
          "user": {
            "name": "you@example.com",
            "type": "user"
          }
        }
      ]
    2. View your active account details and confirm that the tenantId value matches the subscription you want to use:

      $ az account show
      Example output
      {
        "environmentName": "AzureCloud",
        "id": "9bab1460-96d5-40b3-a78e-17b15e978a80",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "6057c7e9-b3ae-489d-a54e-de3f6bf6a8ee", (1)
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }
      1 Ensure that the value of the tenantId parameter is the UUID of the correct subscription.
    3. If you are not using the right subscription, change the active subscription:

      $ az account set -s <id> (1)
      1 Substitute the value of the id for the subscription that you want to use for <id>.
    4. If you changed the active subscription, display your account information again:

      $ az account show
      Example output
      {
        "environmentName": "AzureCloud",
        "id": "33212d16-bdf6-45cb-b038-f6565b61edda",
        "isDefault": true,
        "name": "Subscription Name",
        "state": "Enabled",
        "tenantId": "8049c7e9-c3de-762d-a54e-dc3f6be6a7ee",
        "user": {
          "name": "you@example.com",
          "type": "user"
        }
      }
  3. Record the values of the tenantId and id parameters from the previous output. You need these values during OKD installation.

  4. Create the service principal for your account:

    $ az ad sp create-for-rbac --role Contributor --name <service_principal> (1)
    1 Replace <service_principal> with the name to assign to the service principal.
    Example output
    Changing "<service_principal>" to a valid URI of "http://<service_principal>", which is the required format used for service principal names
    Retrying role assignment creation: 1/36
    Retrying role assignment creation: 2/36
    Retrying role assignment creation: 3/36
    Retrying role assignment creation: 4/36
    {
      "appId": "8bd0d04d-0ac2-43a8-928d-705c598c6956",
      "displayName": "<service_principal>",
      "name": "http://<service_principal>",
      "password": "ac461d78-bf4b-4387-ad16-7e32e328aec6",
      "tenant": "6048c7e9-b2ad-488d-a54e-dc3f6be6a7ee"
    }
  5. Record the values of the appId and password parameters from the previous output. You need these values during OKD installation.

  6. Grant additional permissions to the service principal.

    • You must always add the Contributor and User Access Administrator roles to the app registration service principal so the cluster can assign credentials for its components.

    • To operate the Cloud Credential Operator (CCO) in mint mode, the app registration service principal also requires the Azure Active Directory Graph/Application.ReadWrite.OwnedBy API permission.

    • To operate the CCO in passthrough mode, the app registration service principal does not require additional API permissions.

    For more information about CCO modes, see "About the Cloud Credential Operator" in the "Managing cloud provider credentials" section of the Authentication and authorization guide.

    If you limit the service principal scope of the OKD installation program to an already existing Azure resource group, you must ensure all other resources used by the installation program in your environment have the necessary permissions, such as the public DNS zone and virtual network. Destroying a cluster using the installation program deletes this resource group.

    1. To assign the User Access Administrator role, run the following command:

      $ az role assignment create --role "User Access Administrator" \
          --assignee-object-id $(az ad sp list --filter "appId eq '<appId>'" \
             | jq '.[0].id' -r) (1)
      1 Replace <appId> with the appId parameter value for your service principal.
    2. To assign the Azure Active Directory Graph permission, run the following command:

      $ az ad app permission add --id <appId> \ (1)
           --api 00000002-0000-0000-c000-000000000000 \
           --api-permissions 824c81eb-e3f8-4ee6-8f6d-de7f50d565b7=Role
      1 Replace <appId> with the appId parameter value for your service principal.
      Example output
      Invoking "az ad app permission grant --id 46d33abc-b8a3-46d8-8c84-f0fd58177435 --api 00000002-0000-0000-c000-000000000000" is needed to make the change effective

      For more information about the specific permissions that you grant with this command, see the GUID Table for Windows Azure Active Directory Permissions.

    3. Approve the permissions request. If your account does not have the Azure Active Directory tenant administrator role, follow the guidelines for your organization to request that the tenant administrator approve your permissions request.

      $ az ad app permission grant --id <appId> \ (1)
           --api 00000002-0000-0000-c000-000000000000
      1 Replace <appId> with the appId parameter value for your service principal.
Additional resources

Supported Azure Marketplace regions

Installing a cluster by using the Azure Marketplace image is available to customers who purchase the offer in North America and EMEA.

While the offer must be purchased in North America or EMEA, you can deploy the cluster to any of the Azure public partitions that OKD supports.

Deploying a cluster by using the Azure Marketplace image is not supported for the Azure Government regions.

Supported Azure regions

The installation program dynamically generates the list of available Microsoft Azure regions based on your subscription.

Supported Azure public regions

  • australiacentral (Australia Central)

  • australiaeast (Australia East)

  • australiasoutheast (Australia South East)

  • brazilsouth (Brazil South)

  • canadacentral (Canada Central)

  • canadaeast (Canada East)

  • centralindia (Central India)

  • centralus (Central US)

  • eastasia (East Asia)

  • eastus (East US)

  • eastus2 (East US 2)

  • francecentral (France Central)

  • germanywestcentral (Germany West Central)

  • japaneast (Japan East)

  • japanwest (Japan West)

  • koreacentral (Korea Central)

  • koreasouth (Korea South)

  • northcentralus (North Central US)

  • northeurope (North Europe)

  • norwayeast (Norway East)

  • southafricanorth (South Africa North)

  • southcentralus (South Central US)

  • southeastasia (Southeast Asia)

  • southindia (South India)

  • switzerlandnorth (Switzerland North)

  • uaenorth (UAE North)

  • uksouth (UK South)

  • ukwest (UK West)

  • westcentralus (West Central US)

  • westeurope (West Europe)

  • westindia (West India)

  • westus (West US)

  • westus2 (West US 2)

Supported Azure Government regions

Support for the following Microsoft Azure Government (MAG) regions was added in OKD version 4.6:

  • usgovtexas (US Gov Texas)

  • usgovvirginia (US Gov Virginia)

You can reference all available MAG regions in the Azure documentation. Other provided MAG regions are expected to work with OKD, but have not been tested.

Next steps