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Creating a machine set on vSphere

You can create a different machine set to serve a specific purpose in your OKD cluster on VMware vSphere. For example, you might create infrastructure machine sets and related machines so that you can move supporting workloads to the new machines.

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

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/<role>: "".

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 <role> 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>-<role> (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>-<role> (2)
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <role> (3)
        machine.openshift.io/cluster-api-machine-type: <role> (3)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> (2)
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/<role>: "" (3)
      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>" (4)
          numCPUs: 4
          numCoresPerSocket: 1
          snapshot: ""
          template: <vm_template_name> (5)
          userDataSecret:
            name: worker-user-data
          workspace:
            datacenter: <vcenter_datacenter_name> (6)
            datastore: <vcenter_datastore_name> (7)
            folder: <vcenter_vm_folder_path> (8)
            resourcepool: <vsphere_resource_pool> (9)
            server: <vcenter_server_ip> (10)
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 node label.
3 Specify the node label to add.
4 Specify the vSphere VM network to deploy the compute machine set to. This VM network must be where other compute machines reside in the cluster.
5 Specify the vSphere VM template to use, such as user-5ddjd-rhcos.
6 Specify the vCenter Datacenter to deploy the compute machine set on.
7 Specify the vCenter Datastore to deploy the compute machine set on.
8 Specify the path to the vSphere VM folder in vCenter, such as /dc1/vm/user-inst-5ddjd.
9 Specify the vSphere resource pool for your VMs.
10 Specify the vCenter server IP or fully qualified domain name.

Minimum required vCenter privileges for machine set management

To manage machine sets in an OKD cluster on vCenter, you must use an account with privileges to read, create, and delete the required resources. Using an account that has global administrative privileges is the simplest way to access all of the necessary permissions.

If you cannot use an account with global administrative privileges, you must create roles to grant the minimum required privileges. The following table lists the minimum vCenter roles and privileges that are required to create, scale, and delete machine sets and to delete machines in your OKD cluster.

Minimum vCenter roles and privileges required for machine set management
vSphere object for role When required Required privileges

vSphere vCenter

Always

InventoryService.Tagging.AttachTag
InventoryService.Tagging.CreateCategory
InventoryService.Tagging.CreateTag
InventoryService.Tagging.DeleteCategory
InventoryService.Tagging.DeleteTag
InventoryService.Tagging.EditCategory
InventoryService.Tagging.EditTag
Sessions.ValidateSession
StorageProfile.Update1
StorageProfile.View1

vSphere vCenter Cluster

Always

Resource.AssignVMToPool

vSphere Datastore

Always

Datastore.AllocateSpace
Datastore.Browse

vSphere Port Group

Always

Network.Assign

Virtual Machine Folder

Always

VirtualMachine.Config.AddRemoveDevice
VirtualMachine.Config.AdvancedConfig
VirtualMachine.Config.Annotation
VirtualMachine.Config.CPUCount
VirtualMachine.Config.DiskExtend
VirtualMachine.Config.Memory
VirtualMachine.Config.Settings
VirtualMachine.Interact.PowerOff
VirtualMachine.Interact.PowerOn
VirtualMachine.Inventory.CreateFromExisting
VirtualMachine.Inventory.Delete
VirtualMachine.Provisioning.Clone

vSphere vCenter Datacenter

If the installation program creates the virtual machine folder

Resource.AssignVMToPool
VirtualMachine.Provisioning.DeployTemplate

1 The StorageProfile.Update and StorageProfile.View permissions are required only for storage backends that use the Container Storage Interface (CSI).

Some CSI drivers and features are in Technology Preview in OKD 4.9. For more information, see CSI drivers supported by OKD.

The following table details the permissions and propagation settings that are required for machine set management.

Required permissions and propagation settings
vSphere object Folder type Propagate to children Permissions required

vSphere vCenter

Always

Not required

Listed required privileges

vSphere vCenter Datacenter

Existing folder

Not required

ReadOnly permission

Installation program creates the folder

Required

Listed required privileges

vSphere vCenter Cluster

Always

Required

Listed required privileges

vSphere vCenter Datastore

Always

Not required

Listed required privileges

vSphere Switch

Always

Not required

ReadOnly permission

vSphere Port Group

Always

Not required

Listed required privileges

vSphere vCenter Virtual Machine Folder

Existing folder

Required

Listed required privileges

For more information about creating an account with only the required privileges, see vSphere Permissions and User Management Tasks in the vSphere documentation.

Additional resources

Requirements for clusters with user-provisioned infrastructure to use compute machine sets

To use compute machine sets on clusters that have user-provisioned infrastructure, you must ensure that you cluster configuration supports using the Machine API.

Obtaining the infrastructure ID

To create compute machine sets, you must be able to supply the infrastructure ID for your cluster.

Procedure

  • To obtain the infrastructure ID for your cluster, run the following command:

    $ oc get infrastructure cluster -o jsonpath='{.status.infrastructureName}'

Satisfying vSphere credentials requirements

To use compute machine sets, the Machine API must be able to interact with vCenter. Credentials that authorize the Machine API components to interact with vCenter must exist in a secret in the openshift-machine-api namespace.

Procedure

  1. To determine whether the required credentials exist, run the following command:

    $ oc get secret \
  -n openshift-machine-api vsphere-cloud-credentials \
  -o go-template='{{range $k,$v := .data}}{{printf "%s: " $k}}{{if not $v}}{{$v}}{{else}}{{$v | base64decode}}{{end}}{{"\n"}}{{end}}'
    Sample output
    <vcenter-server>.password=<openshift-user-password>
<vcenter-server>.username=<openshift-user>

    where <vcenter-server> is the IP address or fully qualified domain name (FQDN) of the vCenter server and <openshift-user> and <openshift-user-password> are the OKD administrator credentials to use.

  2. If the secret does not exist, create it by running the following command:

    $ oc create secret generic vsphere-cloud-credentials \
  -n openshift-machine-api \
  --from-literal=<vcenter-server>.username=<openshift-user> --from-literal=<vcenter-server>.password=<openshift-user-password>

Satisfying Ignition configuration requirements

Provisioning virtual machines (VMs) requires a valid Ignition configuration. The Ignition configuration contains the machine-config-server address and a system trust bundle for obtaining further Ignition configurations from the Machine Config Operator.

By default, this configuration is stored in the worker-user-data secret in the the machine-api-operator namespace. Compute machine sets reference the secret during the machine creation process.

Procedure

  1. To determine whether the required secret exists, run the following command:

    $ oc get secret \
  -n openshift-machine-api worker-user-data \
  -o go-template='{{range $k,$v := .data}}{{printf "%s: " $k}}{{if not $v}}{{$v}}{{else}}{{$v | base64decode}}{{end}}{{"\n"}}{{end}}'
    Sample output
    disableTemplating: false
userData: (1)
  {
    "ignition": {
      ...
      },
    ...
  }
    1 The full output is omitted here, but should have this format.

  2. If the secret does not exist, create it by running the following command:

    $ oc create secret generic worker-user-data \
  -n openshift-machine-api \
  --from-file=<installation_directory>/worker.ign

    where <installation_directory> is the directory that was used to store your installation assets during cluster installation.

Additional resources

Creating a machine set

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

Clusters that are installed with user-provisioned infrastructure have a different networking stack than clusters with infrastructure that is provisioned by the installation program. As a result of this difference, automatic load balancer management is unsupported on clusters that have user-provisioned infrastructure. For these clusters, a compute machine set can only create worker and infra type machines.
Prerequisites

  • Deploy an OKD cluster.

  • Install the OpenShift CLI (oc).

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

  • Have the necessary permissions to deploy VMs in your vCenter instance and have the required access to the datastore specified.

  • If your cluster uses user-provisioned infrastructure, you have satisfied the specific Machine API requirements for that configuration.

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.

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

    1. To list the compute machine sets in your cluster, run the following command:

      $ 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. To view values of a specific compute machine set custom resource (CR), run the following command:

      $ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml
      Example output
      apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
  name: <infrastructure_id>-<role> (2)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: (3)
        ...
      1 The cluster infrastructure ID.
      2 A default node label.

      For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
      3 The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

    3. If you are creating a compute machine set for a cluster that has user-provisioned infrastructure, note the following important values:

      Example vSphere providerSpec values
      apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
...
template:
  ...
  spec:
    providerSpec:
      value:
        apiVersion: machine.openshift.io/v1beta1
        credentialsSecret:
          name: vsphere-cloud-credentials (1)
        diskGiB: 120
        kind: VSphereMachineProviderSpec
        memoryMiB: 16384
        network:
          devices:
            - networkName: "<vm_network_name>"
        numCPUs: 4
        numCoresPerSocket: 4
        snapshot: ""
        template: <vm_template_name> (2)
        userDataSecret:
          name: worker-user-data (3)
        workspace:
          datacenter: <vcenter_datacenter_name>
          datastore: <vcenter_datastore_name>
          folder: <vcenter_vm_folder_path>
          resourcepool: <vsphere_resource_pool>
          server: <vcenter_server_address> (4)
      1 The name of the secret in the openshift-machine-api namespace that contains the required vCenter credentials.
      2 The name of the FCOS VM template for your cluster that was created during installation.
      3 The name of the secret in the openshift-machine-api namespace that contains the required Ignition configuration credentials.
      4 The IP address or fully qualified domain name (FQDN) of the vCenter server.

  3. Create a MachineSet CR by running the following command:

    $ oc create -f <file_name>.yaml
Verification

  • View the list of compute machine sets by running the following command:

    $ 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.