In OKD version Latest, you can install a cluster on Red Hat OpenStack Platform (RHOSP) that runs on user-provisioned infrastructure.

Using your own infrastructure allows you to integrate your cluster with existing infrastructure and modifications. The process requires more labor on your part than installer-provisioned installations, because you must create all RHOSP resources, like Nova servers, Neutron ports, and security groups. However, Red Hat provides Ansible playbooks to help you in the deployment process.

Prerequisites
  • Review details about the OKD installation and update processes.

    • Verify that OKD Latest is compatible with your RHOSP version in the Available platforms section. You can also compare platform support across different versions by viewing the OKD on RHOSP support matrix.

  • Have an RHOSP account where you want to install OKD

  • On the machine from which you run the installation program, have:

    • A single directory in which you can keep the files you create during the installation process

    • Python 3

About Kuryr SDN

Kuryr is a container network interface (CNI) plug-in solution that uses the Neutron and Octavia Red Hat OpenStack Platform (RHOSP) services to provide networking for Pods and Services.

Kuryr and OKD integration is primarily designed for OKD clusters running on RHOSP VMs. Kuryr improves the network performance by plugging OKD Pods into RHOSP SDN. In addition, it provides interconnectivity between Pods and RHOSP virtual instances.

Kuryr components are installed as Pods in OKD using the openshift-kuryr namespace:

  • kuryr-controller - a single Service instance installed on a master node. This is modeled in OKD as a Deployment.

  • kuryr-cni - a container installing and configuring Kuryr as a CNI driver on each OKD node. This is modeled in OKD as a DaemonSet.

The Kuryr controller watches the OpenShift API server for Pod, Service, and namespace create, update, and delete events. It maps the OKD API calls to corresponding objects in Neutron and Octavia. This means that every network solution that implements the Neutron trunk port functionality can be used to back OKD via Kuryr. This includes open source solutions such as Open vSwitch (OVS) and Open Virtual Network (OVN) as well as Neutron-compatible commercial SDNs.

Kuryr is recommended for OKD deployments on encapsulated RHOSP tenant networks to avoid double encapsulation, such as running an encapsulated OKD SDN over an RHOSP network.

If you use provider networks or tenant VLANs, you do not need to use Kuryr to avoid double encapsulation. The performance benefit is negligible. Depending on your configuration, though, using Kuryr to avoid having two overlays might still be beneficial.

Kuryr is not recommended in deployments where all of the following criteria are true:

  • The RHOSP version is less than 16.

  • The deployment uses UDP services, or a large number of TCP services on few hypervisors.

or

  • The ovn-octavia Octavia driver is disabled.

  • The deployment uses a large number of TCP services on few hypervisors.

Resource guidelines for installing OKD on RHOSP with Kuryr

When using Kuryr SDN, the Pods, Services, namespaces, and network policies are using resources from the RHOSP quota; this increases the minimum requirements. Kuryr also has some additional requirements on top of what a default install requires.

Use the following quota to satisfy a default cluster’s minimum requirements:

Table 1. Recommended resources for a default OKD cluster on RHOSP with Kuryr
Resource Value

Floating IP addresses

3 - plus the expected number of Services of LoadBalancer type

Ports

1500 - 1 needed per Pod

Routers

1

Subnets

250 - 1 needed per Namespace/Project

Networks

250 - 1 needed per Namespace/Project

RAM

112 GB

vCPUs

28

Volume storage

275 GB

Instances

7

Security groups

250 - 1 needed per Service and per NetworkPolicy

Security group rules

1000

Load balancers

100 - 1 needed per Service

Load balancer listeners

500 - 1 needed per Service-exposed port

Load balancer pools

500 - 1 needed per Service-exposed port

A cluster might function with fewer than recommended resources, but its performance is not guaranteed.

If RHOSP Object Storage (Swift) is available and operated by a user account with the swiftoperator role, it is used as the default backend for the OKD image registry. In this case, the volume storage requirement is 175 GB. Swift space requirements vary depending on the size of the image registry.

If you are using Red Hat OpenStack Platform (RHOSP) version 16 with the Amphora driver rather than the OVN Octavia driver, security groups are associated with Service accounts instead of user projects.

Take the following notes into consideration when setting resources:

  • The number of ports that are required is larger than the number of Pods. Kuryr uses ports pools to have pre-created ports ready to be used by Pods and speed up the Pods' booting time.

  • Each NetworkPolicy is mapped into an RHOSP security group, and depending on the NetworkPolicy spec, one or more rules are added to the security group.

  • Each Service is mapped to an RHOSP load balancer. Consider this requirement when estimating the number of security groups required for the quota.

    If you are using RHOSP version 15 or earlier, or the ovn-octavia driver, each load balancer has a security group with the user project.

  • Swift space requirements vary depending on the size of the bootstrap Ignition file and image registry.

  • The quota does not account for load balancer resources (such as VM resources), but you must consider these resources when you decide the RHOSP deployment’s size. The default installation will have more than 50 load balancers; the clusters must be able to accommodate them.

    If you are using RHOSP version 16 with the OVN Octavia driver enabled, only one load balancer VM is generated; Services are load balanced through OVN flows.

An OKD deployment comprises control plane machines, compute machines, and a bootstrap machine.

To enable Kuryr SDN, your environment must meet the following requirements:

  • Run RHOSP 13+.

  • Have Overcloud with Octavia.

  • Use Neutron Trunk ports extension.

  • Use openvswitch firewall driver if ML2/OVS Neutron driver is used instead of ovs-hybrid.

Increasing quota

When using Kuryr SDN, you must increase quotas to satisfy the Red Hat OpenStack Platform (RHOSP) resources used by Pods, Services, namespaces, and network policies.

Procedure
  • Increase the quotas for a project by running the following command:

    $ sudo openstack quota set --secgroups 250 --secgroup-rules 1000 --ports 1500 --subnets 250 --networks 250 <project>

Configuring Neutron

Kuryr CNI leverages the Neutron Trunks extension to plug containers into the Red Hat OpenStack Platform (RHOSP) SDN, so you must use the trunks extension for Kuryr to properly work.

In addition, if you leverage the default ML2/OVS Neutron driver, the firewall must be set to openvswitch instead of ovs_hybrid so that security groups are enforced on trunk subports and Kuryr can properly handle network policies.

Configuring Octavia

Kuryr SDN uses Red Hat OpenStack Platform (RHOSP)'s Octavia LBaaS to implement OKD Services. Thus, you must install and configure Octavia components in RHOSP to use Kuryr SDN.

To enable Octavia, you must include the Octavia Service during the installation of the RHOSP Overcloud, or upgrade the Octavia Service if the Overcloud already exists. The following steps for enabling Octavia apply to both a clean install of the Overcloud or an Overcloud update.

The following steps only capture the key pieces required during the deployment of RHOSP when dealing with Octavia. It is also important to note that registry methods vary.

This example uses the local registry method.

Procedure
  1. If you are using the local registry, create a template to upload the images to the registry. For example:

    (undercloud) $ openstack overcloud container image prepare \
    -e /usr/share/openstack-tripleo-heat-templates/environments/services-docker/octavia.yaml \
    --namespace=registry.access.redhat.com/rhosp13 \
    --push-destination=<local-ip-from-undercloud.conf>:8787 \
    --prefix=openstack- \
    --tag-from-label {version}-{release} \
    --output-env-file=/home/stack/templates/overcloud_images.yaml \
    --output-images-file /home/stack/local_registry_images.yaml
  2. Verify that the local_registry_images.yaml file contains the Octavia images. For example:

    ...
    - imagename: registry.access.redhat.com/rhosp13/openstack-octavia-api:13.0-43
      push_destination: <local-ip-from-undercloud.conf>:8787
    - imagename: registry.access.redhat.com/rhosp13/openstack-octavia-health-manager:13.0-45
      push_destination: <local-ip-from-undercloud.conf>:8787
    - imagename: registry.access.redhat.com/rhosp13/openstack-octavia-housekeeping:13.0-45
      push_destination: <local-ip-from-undercloud.conf>:8787
    - imagename: registry.access.redhat.com/rhosp13/openstack-octavia-worker:13.0-44
      push_destination: <local-ip-from-undercloud.conf>:8787

    The Octavia container versions vary depending upon the specific RHOSP release installed.

  3. Pull the container images from registry.redhat.io to the Undercloud node:

    (undercloud) $ sudo openstack overcloud container image upload \
      --config-file  /home/stack/local_registry_images.yaml \
      --verbose

    This may take some time depending on the speed of your network and Undercloud disk.

  4. Since an Octavia load balancer is used to access the OpenShift API, you must increase their listeners' default timeouts for the connections. The default timeout is 50 seconds. Increase the timeout to 20 minutes by passing the following file to the Overcloud deploy command:

    (undercloud) $ cat octavia_timeouts.yaml
    parameter_defaults:
      OctaviaTimeoutClientData: 1200000
      OctaviaTimeoutMemberData: 1200000

    This is not needed for RHOSP 14+.

  5. Install or update your Overcloud environment with Octavia:

    openstack overcloud deploy --templates \
      -e /usr/share/openstack-tripleo-heat-templates/environments/services-docker/octavia.yaml \
      -e octavia_timeouts.yaml

    This command only includes the files associated with Octavia; it varies based on your specific installation of RHOSP. See the RHOSP documentation for further information. For more information on customizing your Octavia installation, see installation of Octavia using Director.

    When leveraging Kuryr SDN, the Overcloud installation requires the Neutron trunk extension. This is available by default on Director deployments. Use the openvswitch firewall instead of the default ovs-hybrid when the Neutron backend is ML2/OVS. There is no need for modifications if the backend is ML2/OVN.

  6. In RHOSP versions 13 and 15, add the project ID to the octavia.conf configuration file after you create the project.

    • To enforce network policies across Services, like when traffic goes through the Octavia load balancer, you must ensure Octavia creates the Amphora VM security groups on the user project.

      This change ensures that required LoadBalancer security groups belong to that project, and that they can be updated to enforce Services isolation.

      This task is unnecessary in RHOSP version 16 or later.

      Octavia implements a new ACL API that restricts access to the Load Balancers VIP.

      1. Get the project ID

        $ openstack project show <project>
        +-------------+----------------------------------+
        | Field       | Value                            |
        +-------------+----------------------------------+
        | description |                                  |
        | domain_id   | default                          |
        | enabled     | True                             |
        | id          | PROJECT_ID                       |
        | is_domain   | False                            |
        | name        | *<project>*                      |
        | parent_id   | default                          |
        | tags        | []                               |
        +-------------+----------------------------------+
      2. Add the project ID to octavia.conf for the controllers.

        1. List the Overcloud controllers.

          $ source stackrc  # Undercloud credentials
          $ openstack server list
          +--------------------------------------+--------------+--------+-----------------------+----------------+------------+
          │
          | ID                                   | Name         | Status | Networks
          | Image          | Flavor     |
          │
          +--------------------------------------+--------------+--------+-----------------------+----------------+------------+
          │
          | 6bef8e73-2ba5-4860-a0b1-3937f8ca7e01 | controller-0 | ACTIVE |
          ctlplane=192.168.24.8 | overcloud-full | controller |
          │
          | dda3173a-ab26-47f8-a2dc-8473b4a67ab9 | compute-0    | ACTIVE |
          ctlplane=192.168.24.6 | overcloud-full | compute    |
          │
          +--------------------------------------+--------------+--------+-----------------------+----------------+------------+
        2. SSH into the controller(s).

          $ ssh heat-admin@192.168.24.8
        3. Edit the octavia.conf to add the project into the list of projects where Amphora security groups are on the user’s account.

          # List of project IDs that are allowed to have Load balancer security groups
          # belonging to them.
          amp_secgroup_allowed_projects = PROJECT_ID
      3. Restart the Octavia worker so the new configuration loads.

        controller-0$ sudo docker restart octavia_worker

Depending on your RHOSP environment, Octavia might not support UDP listeners. If you use Kuryr SDN on RHOSP version 15 or earlier, UDP services are not supported. RHOSP version 16 or later support UDP.

The Octavia OVN Driver

Octavia supports multiple provider drivers through the Octavia API.

To see all available Octavia provider drivers, on a command line, enter:

$ openstack loadbalancer provider list

The result is a list of drivers:

+---------+-------------------------------------------------+
| name    | description                                     |
+---------+-------------------------------------------------+
| amphora | The Octavia Amphora driver.                     |
| octavia | Deprecated alias of the Octavia Amphora driver. |
| ovn     | Octavia OVN driver.                             |
+---------+-------------------------------------------------+

Beginning with RHOSP version 16, the Octavia OVN provider driver (ovn) is supported on OKD on RHOSP deployments.

ovn is an integration driver for the load balancing that Octavia and OVN provide. It supports basic load balancing capabilities, and is based on OpenFlow rules. The driver is automatically enabled in Octavia by Director on deployments that use OVN Neutron ML2.

The Amphora provider driver is the default driver. If ovn is enabled, however, Kuryr uses it.

If Kuryr uses ovn instead of Amphora, it offers the following benefits:

  • Decreased resource requirements. Kuryr does not require a load balancer VM for each Service.

  • Reduced network latency.

  • Increased service creation speed by using OpenFlow rules instead of a VM for each Service.

  • Distributed load balancing actions across all nodes instead of centralized on Amphora VMs.

Known limitations of installing with Kuryr

Using OKD with Kuryr SDN has several known limitations.

RHOSP general limitations

OKD with Kuryr SDN does not support NodePort services.

RHOSP version limitations

Using OKD with Kuryr SDN has several limitations that depend on the RHOSP version.

  • RHOSP versions before 16 use the default Octavia load balancer driver (Amphora). This driver requires that one Amphora load balancer VM is deployed per OpenShift Service. Creating too many Services can cause you to run out of resources.

    Deployments of later versions of RHOSP that have the OVN Octavia driver disabled also use the Amphora driver. They are subject to the same resource concerns as earlier versions of RHOSP.

  • Octavia RHOSP versions before 16 do not support UDP listeners. Therefore, OpenShift UDP services are not supported.

  • Octavia RHOSP versions before 16 cannot listen to multiple protocols on the same port. Services that expose the same port to different protocols, like TCP and UDP, are not supported.

RHOSP environment limitations

There are limitations when using Kuryr SDN that depend on your deployment environment.

Because of Octavia’s lack of support for the UDP protocol and multiple listeners, if the RHOSP version is earlier than 16, Kuryr forces Pods to use TCP for DNS resolution.

In Go versions 1.12 and earlier, applications that are compiled with CGO support disabled use UDP only. In this case, the native Go resolver does not recognize the use-vc option in resolv.conf, which controls whether TCP is forced for DNS resolution. As a result, UDP is still used for DNS resolution, which fails.

To ensure that TCP forcing is allowed, compile applications either with the environment variable CGO_ENABLED set to 1, i.e. CGO_ENABLED=1, or ensure that the variable is absent.

In Go versions 1.13 and later, TCP is used automatically if DNS resolution using UDP fails.

musl-based containers, including Alpine-based containers, do not support the use-vc option.

RHOSP upgrade limitations

As a result of the RHOSP upgrade process, the Octavia API might be changed, and upgrades to the Amphora images that are used for load balancers might be required.

You can address API changes on an individual basis.

If the Amphora image is upgraded, the RHOSP operator can handle existing load balancer VMs in two ways:

  • Upgrade each VM by triggering a triggering a Load Balancer failover.

  • Leave responsibility for upgrading the VMs to users.

If the operator takes the first option, there might be short downtimes during failovers.

If the operator takes the second option, the existing load balancers will not support upgraded Octavia API features, like UDP listeners. In this case, users must recreate their Services to use these features.

If OKD detects a new Octavia version that supports UDP load balancing, it recreates the DNS Service automatically. The Service recreation ensures that the Service default supports UDP load balancing.

The recreation causes the DNS Service approximately one minute of downtime.

Control plane and compute machines

By default, the OKD installation process stands up three control plane and three compute machines.

Each machine requires:

  • An instance from the RHOSP quota

  • A port from the RHOSP quota

  • A flavor with at least 16 GB memory, 4 vCPUs, and 25 GB storage space

Compute machines host the applications that you run on OKD; aim to run as many as you can.

Bootstrap machine

During installation, a bootstrap machine is temporarily provisioned to stand up the control plane. After the production control plane is ready, the bootstrap machine is deprovisioned.

The bootstrap machine requires:

  • An instance from the RHOSP quota

  • A port from the RHOSP quota

  • A flavor with at least 16 GB memory, 4 vCPUs, and 25 GB storage space

Downloading playbook dependencies

The Ansible playbooks that simplify the installation process on user-provisioned infrastructure require several Python modules. On the machine where you will run the installer, add the modules' repositories and then download them.

These instructions assume that you are using Red Hat Enterprise Linux 8.
Prerequisites
  • Python 3 is installed on your machine

Procedure
  1. On a command line, add the repositories:

    $ sudo subscription-manager register # If not done already
    $ sudo subscription-manager attach --pool=$YOUR_POOLID # If not done already
    $ sudo subscription-manager repos --disable=* # If not done already
    
    $ sudo subscription-manager repos \
      --enable=rhel-8-for-x86_64-baseos-rpms \
      --enable=openstack-16-tools-for-rhel-8-x86_64-rpms \
      --enable=ansible-2.8-for-rhel-8-x86_64-rpms \
      --enable=rhel-8-for-x86_64-appstream-rpms
  2. Install the modules:

    $ sudo yum install python3-openstackclient ansible python3-openstacksdk python3-netaddr
  3. Ensure that the python command points to python3:

    $ sudo alternatives --set python /usr/bin/python3

Obtaining the installation program

Before you install OKD, download the installation file on a local computer.

Prerequisites
  • A computer that runs Linux or macOS, with 500 MB of local disk space

Procedure
  1. Download installer from https://github.com/openshift/okd/releases

    The installation program creates several files on the computer that you use to install your cluster. You must keep both the installation program and the files that the installation program creates after you finish installing the cluster.

    Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. You must complete the OKD uninstallation procedures outlined for your specific cloud provider to remove your cluster entirely.

  2. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command:

    $ tar xvf <installation_program>.tar.gz
  3. From the Pull Secret page on the Red Hat OpenShift Cluster Manager site, download your installation pull secret as a .txt file. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OKD components.

Generating an SSH private key and adding it to the agent

If you want to perform installation debugging or disaster recovery on your cluster, you must provide an SSH key to both your ssh-agent and to the installation program.

In a production environment, you require disaster recovery and debugging.

You can use this key to SSH into the master nodes as the user core. When you deploy the cluster, the key is added to the core user’s ~/.ssh/authorized_keys list.

You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs.

Procedure
  1. If you do not have an SSH key that is configured for password-less authentication on your computer, create one. For example, on a computer that uses a Linux operating system, run the following command:

    $ ssh-keygen -t rsa -b 4096 -N '' \
        -f <path>/<file_name> (1)
    1 Specify the path and file name, such as ~/.ssh/id_rsa, of the SSH key.

    Running this command generates an SSH key that does not require a password in the location that you specified.

    If you create a new SSH key pair, avoid overwriting existing SSH keys.

  2. Start the ssh-agent process as a background task:

    $ eval "$(ssh-agent -s)"
    Example output
    Agent pid 31874
  3. Add your SSH private key to the ssh-agent:

    $ ssh-add <path>/<file_name> (1)
    Example output
    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)
    1 Specify the path and file name for your SSH private key, such as ~/.ssh/id_rsa
Next steps
  • When you install OKD, provide the SSH public key to the installation program.

Creating the Fedora CoreOS (FCOS) image

The OKD installation program requires that a Fedora CoreOS (FCOS) image be present in the Red Hat OpenStack Platform (RHOSP) cluster. Retrieve the latest FCOS image, then upload it using the RHOSP CLI.

Prerequisites
  • The RHOSP CLI is installed.

Procedure
  1. Log in to the Red Hat customer portal’s Product Downloads page.

  2. Under Version, select the most recent release of OKD Latest for RHEL 8.

    The FCOS images might not change with every release of OKD. You must download images with the highest version that is less than or equal to the OKD version that you install. Use the image versions that match your OKD version if they are available.

  3. Download the Fedora CoreOS (FCOS) - OpenStack Image (QCOW).

  4. Decompress the image.

    You must decompress the RHOSP image before the cluster can use it. The name of the downloaded file might not contain a compression extension, like .gz or .tgz. To find out if or how the file is compressed, in a command line, enter:

    $ file <name_of_downloaded_file>
  5. From the image that you downloaded, create an image that is named rhcos in your cluster by using the RHOSP CLI:

    $ openstack image create --container-format=bare --disk-format=qcow2 --file rhcos-${RHCOS_VERSION}-openstack.qcow2 rhcos
    Depending on your RHOSP environment, you might be able to upload the image in either .raw or .qcow2 formats. If you use Ceph, you must use the .raw format.
    If the installation program finds multiple images with the same name, it chooses one of them at random. To avoid this behavior, create unique names for resources in RHOSP.

After you upload the image to RHOSP, it is usable in the installation process.

Verifying external network access

The OKD installation process requires external network access. You must provide an external network value to it, or deployment fails. Before you begin the process, verify that a network with the External router type exists in Red Hat OpenStack Platform (RHOSP).

Prerequisites
  • On RHOSP, the NeutronDhcpAgentDnsmasqDnsServers parameter must be configured to allow DHCP agents to forward instances' DNS queries. One way to set this parameter is to:

    1. Create a new environment file in the template directory.

    2. Provide parameter values in the file. For example:

      Sample neutron-dhcp-agent-dnsmasq-dns-servers.yaml file
      parameter_defaults:
        NeutronDhcpAgentDnsmasqDnsServers: ['<DNS_server_address_1>','<DNS_server_address_2']
    3. Include the environment file in your Overcloud deploy command. For example:

      $ openstack overcloud deploy --templates -e neutron-dhcp-agent-dnsmasq-dns-servers.yaml ...
Procedure
  1. Using the RHOSP CLI, verify the name and ID of the 'External' network:

    $ openstack network list --long -c ID -c Name -c "Router Type"
    
    +--------------------------------------+----------------+-------------+
    | ID                                   | Name           | Router Type |
    +--------------------------------------+----------------+-------------+
    | 148a8023-62a7-4672-b018-003462f8d7dc | public_network | External    |
    +--------------------------------------+----------------+-------------+

A network with an External router type appears in the network list. If at least one does not, see Creating a default floating IP network and Creating a default provider network.

If the Neutron trunk service plug-in is enabled, a trunk port is created by default. For more information, see Neutron trunk port.

Enabling access to the environment

At deployment, all OKD machines are created in a Red Hat OpenStack Platform (RHOSP)-tenant network. Therefore, they are not accessible directly in most RHOSP deployments.

You can configure the OKD API and applications that run on the cluster to be accessible by using floating IP addresses.

Enabling access with floating IP addresses

Create two floating IP (FIP) addresses: one for external access to the OKD API, the API FIP, and one for OKD applications, the apps FIP.

The API FIP is also used in the install-config.yaml file.
Procedure
  1. Using the Red Hat OpenStack Platform (RHOSP) CLI, create the API FIP:

    $ openstack floating ip create --description "API <cluster_name>.<base_domain>" <external network>
  2. Using the Red Hat OpenStack Platform (RHOSP) CLI, create the apps, or Ingress, FIP:

    $ openstack floating ip create --description "Ingress <cluster_name>.<base_domain>" <external network>
  3. To reflect the new FIPs, add records that follow these patterns to your DNS server:

    api.<cluster_name>.<base_domain>.  IN  A  <API_FIP>
    *.apps.<cluster_name>.<base_domain>. IN  A <apps_FIP>

    If you do not control the DNS server you can add the record to your /etc/hosts file instead. This action makes the API accessible to you only, which is not suitable for production deployment but does allow installation for development and testing.

You can make OKD resources available outside of the cluster by assigning a floating IP address and updating your firewall configuration.

Defining parameters for the installation program

The OKD installation program relies on a file that is called clouds.yaml. The file describes Red Hat OpenStack Platform (RHOSP) configuration parameters, including the project name, log in information, and authorization service URLs.

Procedure
  1. Create the clouds.yaml file:

    • If your RHOSP distribution includes the Horizon web UI, generate a clouds.yaml file in it.

      Remember to add a password to the auth field. You can also keep secrets in a separate file from clouds.yaml.

    • If your RHOSP distribution does not include the Horizon web UI, or you do not want to use Horizon, create the file yourself. For detailed information about clouds.yaml, see Config files in the RHOSP documentation.

      clouds:
        shiftstack:
          auth:
            auth_url: http://10.10.14.42:5000/v3
            project_name: shiftstack
            username: shiftstack_user
            password: XXX
            user_domain_name: Default
            project_domain_name: Default
        dev-env:
          region_name: RegionOne
          auth:
            username: 'devuser'
            password: XXX
            project_name: 'devonly'
            auth_url: 'https://10.10.14.22:5001/v2.0'
  2. If your RHOSP installation uses self-signed certificate authority (CA) certificates for endpoint authentication:

    1. Copy the certificate authority file to your machine.

    2. In the command line, run the following commands to add the machine to the certificate authority trust bundle:

      $ sudo cp ca.crt.pem /etc/pki/ca-trust/source/anchors/
      $ sudo update-ca-trust extract
    3. Add the cacerts key to the clouds.yaml file. The value must be an absolute, non-root-accessible path to the CA certificate:

      clouds:
        shiftstack:
          ...
          cacert: "/etc/pki/ca-trust/source/anchors/ca.crt.pem"

      After you run the installer with a custom CA certificate, you can update the certificate by editing the value of the ca-cert.pem key in the cloud-provider-config keymap. On a command line, run:

      $ oc edit configmap -n openshift-config cloud-provider-config
  3. Place the clouds.yaml file in one of the following locations:

    1. The value of the OS_CLIENT_CONFIG_FILE environment variable

    2. The current directory

    3. A Unix-specific user configuration directory, for example ~/.config/openstack/clouds.yaml

    4. A Unix-specific site configuration directory, for example /etc/openstack/clouds.yaml

      The installation program searches for clouds.yaml in that order.

Creating the installation files for RHOSP

Creating the installation configuration file

You can customize the OKD cluster you install on Red Hat OpenStack Platform (RHOSP).

Prerequisites
  • Download the OKD installation program and the pull secret for your cluster.

Procedure
  1. Create the install-config.yaml file.

    1. Run the following command:

      $ ./openshift-install create install-config --dir=<installation_directory> (1)
      1 For <installation_directory>, specify the directory name to store the files that the installation program creates.

      Specify an empty directory. Some installation assets, like bootstrap X.509 certificates have short expiration intervals, so you must not reuse an installation directory. If you want to reuse individual files from another cluster installation, you can copy them into your directory. However, the file names for the installation assets might change between releases. Use caution when copying installation files from an earlier OKD version.

    2. At the prompts, provide the configuration details for your cloud:

      1. Optional: Select an SSH key to use to access your cluster machines.

        For production OKD clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

      2. Select openstack as the platform to target.

      3. Specify the Red Hat OpenStack Platform (RHOSP) external network name to use for installing the cluster.

      4. Specify the floating IP address to use for external access to the OpenShift API.

      5. Specify a RHOSP flavor with at least 16 GB RAM to use for control plane and compute nodes.

      6. Select the base domain to deploy the cluster to. All DNS records will be sub-domains of this base and will also include the cluster name.

      7. Enter a name for your cluster. The name must be 14 or fewer characters long.

      8. Paste the pull secret that you obtained from the Pull Secret page on the Red Hat OpenShift Cluster Manager site. This field is optional.

  2. Modify the install-config.yaml file. You can find more information about the available parameters in the Installation configuration parameters section.

  3. Back up the install-config.yaml file so that you can use it to install multiple clusters.

    The install-config.yaml file is consumed during the installation process. If you want to reuse the file, you must back it up now.

You now have the file install-config.yaml in the directory that you specified.

Installation configuration parameters

Before you deploy an OKD cluster, you provide parameter values to describe your account on the cloud platform that hosts your cluster and optionally customize your cluster’s platform. When you create the install-config.yaml installation configuration file, you provide values for the required parameters through the command line. If you customize your cluster, you can modify the install-config.yaml file to provide more details about the platform.

You cannot modify these parameters in the install-config.yaml file after installation.

Table 2. Required parameters
Parameter Description Values

baseDomain

The base domain of your cloud provider. This value is used to create routes to your OKD cluster components. The full DNS name for your cluster is a combination of the baseDomain and metadata.name parameter values that uses the <metadata.name>.<baseDomain> format.

A fully-qualified domain or subdomain name, such as example.com.

controlPlane.platform

The cloud provider to host the control plane machines. This parameter value must match the compute.platform parameter value.

aws, azure, gcp, openstack, vsphere, or {}

compute.platform

The cloud provider to host the worker machines. This parameter value must match the controlPlane.platform parameter value.

aws, azure, gcp, openstack, vsphere, or {}

metadata.name

The name of your cluster.

A string that contains lowercase letters, hyphens (-), or periods (.), such as dev. The string must be 14 characters or fewer long.

platform.<platform>.region

The region to deploy your cluster in.

A valid region for your cloud, such as us-east-1 for AWS, centralus for Azure. Red Hat OpenStack Platform (RHOSP) and vSphere do not use this parameter.

pullSecret

The pull secret that you obtained from the Pull Secret page on the Red Hat OpenShift Cluster Manager site. You use this pull secret to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OKD components. This field is optional.

{
   "auths":{
      "cloud.openshift.com":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      },
      "quay.io":{
         "auth":"b3Blb=",
         "email":"you@example.com"
      }
   }
}
Table 3. Optional parameters
Parameter Description Values

sshKey

The SSH key to use to access your cluster machines.

For production OKD clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses.

A valid, local public SSH key that you added to the ssh-agent process.

fips

Whether to enable or disable FIPS mode. By default, FIPS mode is not enabled. If FIPS mode is enabled, the Fedora CoreOS (FCOS) machines that OKD runs on bypass the default Kubernetes cryptography suite and use the cryptography modules that are provided with FCOS instead.

false or true

publish

How to publish the user-facing endpoints of your cluster.

Internal or External. Set publish to Internal to deploy a private cluster, which cannot be accessed from the internet. The default value is External.

compute.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on compute machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

compute.replicas

The number of compute machines, which are also known as worker machines, to provision.

A positive integer greater than or equal to 2. The default value is 3.

controlPlane.hyperthreading

Whether to enable or disable simultaneous multithreading, or hyperthreading, on control plane machines. By default, simultaneous multithreading is enabled to increase the performance of your machines' cores.

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance.

Enabled or Disabled

controlPlane.replicas

The number of control plane machines to provision.

A positive integer greater than or equal to 3. The default value is 3.

Table 4. Additional Red Hat OpenStack Platform (RHOSP) parameters
Parameter Description Values

compute.platform.openstack.rootVolume.size

For compute machines, the size in gigabytes of the root volume. If you do not set this value, machines use ephemeral storage.

Integer, for example 30.

compute.platform.openstack.rootVolume.type

For compute machines, the root volume’s type.

String, for example performance.

controlPlane.platform.openstack.rootVolume.size

For control plane machines, the size in gigabytes of the root volume. If you do not set this value, machines use ephemeral storage.

Integer, for example 30.

controlPlane.platform.openstack.rootVolume.type

For control plane machines, the root volume’s type.

String, for example performance.

platform.openstack.cloud

The name of the RHOSP cloud to use from the list of clouds in the clouds.yaml file.

String, for example MyCloud.

platform.openstack.externalNetwork

The RHOSP external network name to be used for installation.

String, for example external.

platform.openstack.computeFlavor

The RHOSP flavor to use for control plane and compute machines.

String, for example m1.xlarge.

platform.openstack.lbFloatingIP

An existing floating IP address to associate with the load balancer API.

An IP address, for example 128.0.0.1.

Table 5. Optional RHOSP parameters
Parameter Description Values

compute.platform.openstack.additionalNetworkIDs

Additional networks that are associated with compute machines. Allowed address pairs are not created for additional networks.

A list of one or more UUIDs as strings. For example, fa806b2f-ac49-4bce-b9db-124bc64209bf.

compute.platform.openstack.additionalSecurityGroupIDs

Additional security groups that are associated with compute machines.

A list of one or more UUIDs as strings. For example, 7ee219f3-d2e9-48a1-96c2-e7429f1b0da7.

controlPlane.platform.openstack.additionalNetworkIDs

Additional networks that are associated with control plane machines. Allowed address pairs are not created for additional networks.

A list of one or more UUIDs as strings. For example, fa806b2f-ac49-4bce-b9db-124bc64209bf.

controlPlane.platform.openstack.additionalSecurityGroupIDs

Additional security groups that are associated with control plane machines.

A list of one or more UUIDs as strings. For example, 7ee219f3-d2e9-48a1-96c2-e7429f1b0da7.

platform.openstack.externalDNS

IP addresses for external DNS servers that cluster instances use for DNS resolution.

A list of IP addresses as strings. For example, ["8.8.8.8", "192.168.1.12"].

platform.openstack.defaultMachinePlatform

The default machine pool platform configuration.

{
   "type": "ml.large",
   "rootVolume": {
      "size": 30,
      "type": "performance"
   }
}

platform.openstack.machinesSubnet

The UUID of a RHOSP subnet that the cluster’s nodes use. Nodes and VIP ports are created on this subnet.

The first item in networking.machineNetwork must match the value of machinesSubnet.

If you deploy to a custom subnet, you cannot specify an external DNS server to the OKD installer. Instead, add DNS to the subnet in RHOSP.

A UUID as a string. For example, fa806b2f-ac49-4bce-b9db-124bc64209bf.

Custom subnets in RHOSP deployments

Optionally, you can deploy a cluster on a Red Hat OpenStack Platform (RHOSP) subnet of your choice. The subnet’s GUID is passed as the value of platform.openstack.machinesSubnet in the install-config.yaml file.

This subnet is used as the cluster’s primary subnet; nodes and ports are created on it.

Before you run the OKD installer with a custom subnet, verify that:

  • The target network and subnet are available.

  • DHCP is enabled on the target subnet.

  • You can provide installer credentials that have permission to create ports on the target network.

  • If your network configuration requires a router, it is created in RHOSP. Some configurations rely on routers for floating IP address translation.

  • Your network configuration does not rely on a provider network. Provider networks are not supported.

By default, the API VIP takes x.x.x.5 and the Ingress VIP takes x.x.x.7 from your network’s CIDR block. To override these default values, set values for platform.openstack.apiVIP and platform.openstack.ingressVIP that are outside of the DHCP allocation pool.

Sample customized install-config.yaml file for RHOSP with Kuryr

To deploy with Kuryr SDN instead of the default OpenShift SDN, you must modify the install-config.yaml file to include Kuryr as the desired networking.networkType and proceed with the default OpenShift SDN installation steps. This sample install-config.yaml demonstrates all of the possible Red Hat OpenStack Platform (RHOSP) customization options.

This sample file is provided for reference only. You must obtain your install-config.yaml file by using the installation program.

apiVersion: v1
baseDomain: example.com
clusterID: os-test
controlPlane:
  name: master
  platform: {}
  replicas: 3
compute:
- name: worker
  platform:
    openstack:
      type: ml.large
  replicas: 3
metadata:
  name: example
networking:
  clusterNetwork:
  - cidr: 10.128.0.0/14
    hostPrefix: 23
  machineNetwork:
  - cidr: 10.0.0.0/16
  serviceNetwork:
  - 172.30.0.0/16
  networkType: Kuryr
platform:
  openstack:
    cloud: mycloud
    externalNetwork: external
    computeFlavor: m1.xlarge
    lbFloatingIP: 128.0.0.1
    trunkSupport: true
    octaviaSupport: true
pullSecret: '{"auths": ...}'
sshKey: ssh-ed25519 AAAA...

Both trunkSupport and octaviaSupport are automatically discovered by the installer, so there is no need to set them. But if your environment does not meet both requirements, Kuryr SDN will not properly work. Trunks are needed to connect the Pods to the RHOSP network and Octavia is required to create the OpenShift Services.

Setting a custom subnet for machines

The IP range that the installation program uses by default might not match the Neutron subnet that you create when you install OKD. If necessary, update the CIDR value for new machines by editing the installation configuration file.

Prerequisites
  • You have the install-config.yaml file that was generated by the OKD installation program.

Procedure
  1. On a command line, browse to the directory that contains install-config.yaml.

  2. From that directory, either run a script to edit the install-config.yaml file or update the file manually:

    • To set the value by using a script, run:

      python -c '
      import yaml;
      path = "install-config.yaml";
      data = yaml.safe_load(open(path));
      data["networking"]["machineNetwork"] = [{"cidr": "192.168.0.0/18"}]; (1)
      open(path, "w").write(yaml.dump(data, default_flow_style=False))'
      1 Insert a value that matches your intended Neutron subnet, e.g. 192.0.2.0/24.
    • To set the value manually, open the file and set the value of networking.machineCIDR to something that matches your intended Neutron subnet.

Emptying compute machine pools

To proceed with an installation that uses your own infrastructure, set the number of compute machines in the installation configuration file to zero. Later, you create these machines manually.

Prerequisites
  • You have the install-config.yaml file that was generated by the OKD installation program.

Procedure
  1. On a command line, browse to the directory that contains install-config.yaml.

  2. From that directory, either run a script to edit the install-config.yaml file or update the file manually:

    • To set the value by using a script, run:

      $ python -c '
      import yaml;
      path = "install-config.yaml";
      data = yaml.safe_load(open(path));
      data["compute"][0]["replicas"] = 0;
      open(path, "w").write(yaml.dump(data, default_flow_style=False))'
    • To set the value manually, open the file and set the value of compute.<first entry>.replicas to 0.

Modifying the network type

By default, the installation program selects the OpenShiftSDN network type. To use Kuryr instead, change the value in the installation configuration file that the program generated.

Prerequisites
  • You have the file install-config.yaml that was generated by the OKD installation program

Procedure
  1. In a command prompt, browse to the directory that contains install-config.yaml.

  2. From that directory, either run a script to edit the install-config.yaml file or update the file manually:

    • To set the value by using a script, run:

      $ python -c '
      import yaml;
      path = "install-config.yaml";
      data = yaml.safe_load(open(path));
      data["networking"]["networkType"] = "Kuryr";
      open(path, "w").write(yaml.dump(data, default_flow_style=False))'
    • To set the value manually, open the file and set networking.networkType to "Kuryr".

Creating the Kubernetes manifest and Ignition config files

Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to make its machines.

The Ignition config files that the installation program generates contain certificates that expire after 24 hours. You must complete your cluster installation and keep the cluster running for 24 hours in a non-degraded state to ensure that the first certificate rotation has finished.

Prerequisites
  • Obtain the OKD installation program.

  • Create the install-config.yaml installation configuration file.

Procedure
  1. Generate the Kubernetes manifests for the cluster:

    $ ./openshift-install create manifests --dir=<installation_directory> (1)
    Example output
    INFO Consuming Install Config from target directory
    WARNING Making control-plane schedulable by setting MastersSchedulable to true for Scheduler cluster settings
    1 For <installation_directory>, specify the installation directory that contains the install-config.yaml file you created.

    Because you create your own compute machines later in the installation process, you can safely ignore this warning.

  2. Remove the Kubernetes manifest files that define the control plane machines and compute machineSets:

    $ rm -f openshift/99_openshift-cluster-api_master-machines-*.yaml openshift/99_openshift-cluster-api_worker-machineset-*.yaml

    Because you create and manage these resources yourself, you do not have to initialize them.

    • You can preserve the MachineSet files to create compute machines by using the machine API, but you must update references to them to match your environment.

  3. Modify the <installation_directory>/manifests/cluster-scheduler-02-config.yml Kubernetes manifest file to prevent Pods from being scheduled on the control plane machines:

    1. Open the <installation_directory>/manifests/cluster-scheduler-02-config.yml file.

    2. Locate the mastersSchedulable parameter and set its value to False.

    3. Save and exit the file.

    Currently, due to a Kubernetes limitation, router Pods running on control plane machines will not be reachable by the ingress load balancer. This step might not be required in a future minor version of OKD.

  4. Obtain the Ignition config files:

    $ ./openshift-install create ignition-configs --dir=<installation_directory> (1)
    1 For <installation_directory>, specify the same installation directory.

    The following files are generated in the directory:

    .
    ├── auth
    │   ├── kubeadmin-password
    │   └── kubeconfig
    ├── bootstrap.ign
    ├── master.ign
    ├── metadata.json
    └── worker.ign
  5. Export the metadata file’s infraID key as an environment variable:

    $ export INFRA_ID=$(jq -r .infraID metadata.json)
Extract the infraID key from metadata.json and use it as a prefix for all of the RHOSP resources that you create. By doing so, you avoid name conflicts when making multiple deployments in the same project.

Preparing the bootstrap Ignition files

The OKD installation process relies on bootstrap machines that are created from a bootstrap Ignition configuration file.

Edit the file and upload it. Then, create a secondary bootstrap Ignition configuration file that Red Hat OpenStack Platform (RHOSP) uses to download the primary file.

Prerequisites
  • You have the bootstrap Ignition file that the installer program generates, bootstrap.ign.

  • The infrastructure ID from the installer’s metadata file is set as an environment variable ($INFRA_ID).

    • If the variable is not set, see Creating the Kubernetes manifest and Ignition config files.

  • You have an HTTP(S)-accessible way to store the bootstrap ignition file.

    • The documented procedure uses the RHOSP Image service (Glance), but you can also use the RHOSP Storage service (Swift), Amazon S3, an internal HTTP server, or an ad hoc Nova server.

Procedure
  1. Run the following Python script. The script modifies the bootstrap Ignition file to set the host name and, if available, CA certificate file when it runs:

    import base64
    import json
    import os
    
    with open('bootstrap.ign', 'r') as f:
        ignition = json.load(f)
    
    files = ignition['storage'].get('files', [])
    
    infra_id = os.environ.get('INFRA_ID', 'openshift').encode()
    hostname_b64 = base64.standard_b64encode(infra_id + b'-bootstrap\n').decode().strip()
    files.append(
    {
        'path': '/etc/hostname',
        'mode': 420,
        'contents': {
            'source': 'data:text/plain;charset=utf-8;base64,' + hostname_b64,
            'verification': {}
        },
        'filesystem': 'root',
    })
    
    ca_cert_path = os.environ.get('OS_CACERT', '')
    if ca_cert_path:
        with open(ca_cert_path, 'r') as f:
            ca_cert = f.read().encode()
            ca_cert_b64 = base64.standard_b64encode(ca_cert).decode().strip()
    
        files.append(
        {
            'path': '/opt/openshift/tls/cloud-ca-cert.pem',
            'mode': 420,
            'contents': {
                'source': 'data:text/plain;charset=utf-8;base64,' + ca_cert_b64,
                'verification': {}
            },
            'filesystem': 'root',
        })
    
    ignition['storage']['files'] = files;
    
    with open('bootstrap.ign', 'w') as f:
        json.dump(ignition, f)
  2. Using the RHOSP CLI, create an image that uses the bootstrap Ignition file:

    $ openstack image create --disk-format=raw --container-format=bare --file bootstrap.ign <image_name>
  3. Get the image’s details:

    $ openstack image show <image_name>

    Make a note of the file value; it follows the pattern v2/images/<image_ID>/file.

    Verify that the image you created is active.
  4. Retrieve the Image service’s public address:

    $ openstack catalog show image
  5. Combine the public address with the image file value and save the result as the storage location. The location follows the pattern <image_service_public_URL>/v2/images/<image_ID>/file.

  6. Generate an auth token and save the token ID:

    $ openstack token issue -c id -f value
  7. Insert the following content into a file called $INFRA_ID-bootstrap-ignition.json and edit the placeholders to match your own values:

    {
      "ignition": {
        "config": {
          "append": [{
            "source": "<storage_url>", (1)
            "verification": {},
            "httpHeaders": [{
              "name": "X-Auth-Token", (2)
              "value": "<token_ID>" (3)
            }]
          }]
        },
        "security": {
          "tls": {
            "certificateAuthorities": [{
              "source": "data:text/plain;charset=utf-8;base64,<base64_encoded_certificate>", (4)
              "verification": {}
            }]
          }
        },
        "timeouts": {},
        "version": "2.4.0"
      },
      "networkd": {},
      "passwd": {},
      "storage": {},
      "systemd": {}
    }
    1 Replace the value of ignition.config.append.source with the bootstrap Ignition file storage URL.
    2 Set name in httpHeaders to "X-Auth-Token".
    3 Set value in httpHeaders to your token’s ID.
    4 If the bootstrap Ignition file server uses a self-signed certificate, include the Base64-encoded certificate.
  8. Save the secondary Ignition config file.

The bootstrap Ignition data will be passed to RHOSP during installation.

The bootstrap Ignition file contains sensitive information, like clouds.yaml credentials. Ensure that you store it in a secure place, and delete it after you complete the installation process.

Creating control plane Ignition config files

Installing OKD on Red Hat OpenStack Platform (RHOSP) on your own infrastructure requires control plane Ignition config files. You must create multiple config files.

As with the bootstrap Ignition configuration, you must explicitly define a host name for each control plane machine.
Prerequisites
  • The infrastructure ID from the installation program’s metadata file is set as an environment variable ($INFRA_ID)

    • If the variable is not set, see Creating the Kubernetes manifest and Ignition config files.

Procedure
  • On a command line, run the following Python script:

    $ for index in $(seq 0 2); do
        MASTER_HOSTNAME="$INFRA_ID-master-$index\n"
        python -c "import base64, json, sys;
    ignition = json.load(sys.stdin);
    files = ignition['storage'].get('files', []);
    files.append({'path': '/etc/hostname', 'mode': 420, 'contents': {'source': 'data:text/plain;charset=utf-8;base64,' + base64.standard_b64encode(b'$MASTER_HOSTNAME').decode().strip(), 'verification': {}}, 'filesystem': 'root'});
    ignition['storage']['files'] = files;
    json.dump(ignition, sys.stdout)" <master.ign >"$INFRA_ID-master-$index-ignition.json"
    done

    You now have three control plane Ignition files: <INFRA_ID>-master-0-ignition.json, <INFRA_ID>-master-1-ignition.json, and <INFRA_ID>-master-2-ignition.json.

Creating network resources

Create the network resources that an OKD on Red Hat OpenStack Platform (RHOSP) installation on your own infrastructure requires. To save time, run supplied Ansible playbooks that generate security groups, networks, subnets, routers, and ports.

Procedure
  1. Insert the following content into a local file that is called common.yaml:

    - hosts: localhost
      gather_facts: no
    
      vars_files:
      - metadata.json
    
      tasks:
      - name: 'Compute resource names'
        set_fact:
          cluster_id_tag: "openshiftClusterID={{ infraID }}"
          os_network: "{{ infraID }}-network"
          os_subnet: "{{ infraID }}-nodes"
          os_router: "{{ infraID }}-external-router"
          # Port names
          os_port_api: "{{ infraID }}-api-port"
          os_port_ingress: "{{ infraID }}-ingress-port"
          os_port_bootstrap: "{{ infraID }}-bootstrap-port"
          os_port_master: "{{ infraID }}-master-port"
          os_port_worker: "{{ infraID }}-worker-port"
          # Security groups names
          os_sg_master: "{{ infraID }}-master"
          os_sg_worker: "{{ infraID }}-worker"
          # Server names
          os_bootstrap_server_name: "{{ infraID }}-bootstrap"
          os_cp_server_name: "{{ infraID }}-master"
          os_compute_server_name: "{{ infraID }}-worker"
          # Trunk names
          os_cp_trunk_name: "{{ infraID }}-master-trunk"
          os_compute_trunk_name: "{{ infraID }}-worker-trunk"
          # Subnet pool name
          subnet_pool: "{{ infraID }}-kuryr-pod-subnetpool"
          # Service network name
          os_svc_network: "{{ infraID }}-kuryr-service-network"
          # Service subnet name
          os_svc_subnet: "{{ infraID }}-kuryr-service-subnet"
          # Ignition files
          os_bootstrap_ignition: "{{ infraID }}-bootstrap-ignition.json"
  2. Insert the following content into a local file that is called inventory.yaml:

    all:
      hosts:
        localhost:
          ansible_connection: local
          ansible_python_interpreter: "{{ansible_playbook_python}}"
    
          # User-provided values
          os_subnet_range: '10.0.0.0/16'
          os_flavor_master: 'm1.xlarge'
          os_flavor_worker: 'm1.large'
          os_image_rhcos: 'rhcos'
          os_external_network: 'external'
          # OpenShift API floating IP address
          os_api_fip: '203.0.113.23'
          # OpenShift Ingress floating IP address
          os_ingress_fip: '203.0.113.19'
          # Service subnet cidr
          svc_subnet_range: '172.30.0.0/16'
          os_svc_network_range: '172.30.0.0/15'
          # Subnet pool prefixes
          cluster_network_cidrs: '10.128.0.0/14'
          # Subnet pool prefix length
          host_prefix: '23'
          # Name of the SDN.
          # Possible values are OpenshiftSDN or Kuryr.
          os_networking_type: 'OpenshiftSDN'
    
          # Number of provisioned Control Plane nodes
          # 3 is the minimum number for a fully-functional cluster.
          os_cp_nodes_number: 3
    
          # Number of provisioned Compute nodes.
          # 3 is the minimum number for a fully-functional cluster.
          os_compute_nodes_number: 3
  3. Insert the following content into a local file that is called 01_security-groups.yaml

    # Required Python packages:
    #
    # ansible
    # openstackclient
    # openstacksdk
    
    - import_playbook: common.yaml
    
    - hosts: all
      gather_facts: no
    
      tasks:
      - name: 'Create the master security group'
        os_security_group:
          name: "{{ os_sg_master }}"
    
      - name: 'Set master security group tag'
        command:
          cmd: "openstack security group set --tag {{ cluster_id_tag }} {{ os_sg_master }} "
    
      - name: 'Create the worker security group'
        os_security_group:
          name: "{{ os_sg_worker }}"
    
      - name: 'Set worker security group tag'
        command:
          cmd: "openstack security group set --tag {{ cluster_id_tag }} {{ os_sg_worker }} "
    
      - name: 'Create master-sg rule "ICMP"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: icmp
    
      - name: 'Create master-sg rule "machine config server"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_ip_prefix: "{{ os_subnet_range }}"
          port_range_min: 22623
          port_range_max: 22623
    
      - name: 'Create master-sg rule "SSH"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          port_range_min: 22
          port_range_max: 22
    
      - name: 'Create master-sg rule "DNS (TCP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          remote_ip_prefix: "{{ os_subnet_range }}"
          protocol: tcp
          port_range_min: 53
          port_range_max: 53
    
      - name: 'Create master-sg rule "DNS (UDP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          remote_ip_prefix: "{{ os_subnet_range }}"
          protocol: udp
          port_range_min: 53
          port_range_max: 53
    
      - name: 'Create master-sg rule "mDNS"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          remote_ip_prefix: "{{ os_subnet_range }}"
          protocol: udp
          port_range_min: 5353
          port_range_max: 5353
    
      - name: 'Create master-sg rule "OpenShift API"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          port_range_min: 6443
          port_range_max: 6443
    
      - name: 'Create master-sg rule "VXLAN"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: udp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 4789
          port_range_max: 4789
    
      - name: 'Create master-sg rule "VXLAN from worker"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: udp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 4789
          port_range_max: 4789
    
      - name: 'Create master-sg rule "Geneve"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: udp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 6081
          port_range_max: 6081
    
      - name: 'Create master-sg rule "Geneve from worker"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: udp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 6081
          port_range_max: 6081
    
      - name: 'Create master-sg rule "ovndb"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 6641
          port_range_max: 6642
    
      - name: 'Create master-sg rule "ovndb from worker"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 6641
          port_range_max: 6642
    
      - name: 'Create master-sg rule "master ingress internal (TCP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 9000
          port_range_max: 9999
    
      - name: 'Create master-sg rule "master ingress internal from worker (TCP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 9000
          port_range_max: 9999
    
      - name: 'Create master-sg rule "master ingress internal (UDP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: udp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 9000
          port_range_max: 9999
    
      - name: 'Create master-sg rule "master ingress internal from worker (UDP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: udp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 9000
          port_range_max: 9999
    
      - name: 'Create master-sg rule "kube scheduler"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 10259
          port_range_max: 10259
    
      - name: 'Create master-sg rule "kube scheduler from worker"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 10259
          port_range_max: 10259
    
      - name: 'Create master-sg rule "kube controller manager"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 10257
          port_range_max: 10257
    
      - name: 'Create master-sg rule "kube controller manager from worker"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 10257
          port_range_max: 10257
    
      - name: 'Create master-sg rule "master ingress kubelet secure"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 10250
          port_range_max: 10250
    
      - name: 'Create master-sg rule "master ingress kubelet secure from worker"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 10250
          port_range_max: 10250
    
      - name: 'Create master-sg rule "etcd"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 2379
          port_range_max: 2380
    
      - name: 'Create master-sg rule "master ingress services (TCP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 30000
          port_range_max: 32767
    
      - name: 'Create master-sg rule "master ingress services (TCP) from worker"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: tcp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 30000
          port_range_max: 32767
    
      - name: 'Create master-sg rule "master ingress services (UDP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: udp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 30000
          port_range_max: 32767
    
      - name: 'Create master-sg rule "master ingress services (UDP) from worker"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: udp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 30000
          port_range_max: 32767
    
      - name: 'Create master-sg rule "VRRP"'
        os_security_group_rule:
          security_group: "{{ os_sg_master }}"
          protocol: '112'
          remote_ip_prefix: "{{ os_subnet_range }}"
    
    
      - name: 'Create worker-sg rule "ICMP"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: icmp
    
      - name: 'Create worker-sg rule "SSH"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          port_range_min: 22
          port_range_max: 22
    
      - name: 'Create worker-sg rule "mDNS"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: udp
          remote_ip_prefix: "{{ os_subnet_range }}"
          port_range_min: 5353
          port_range_max: 5353
    
      - name: 'Create worker-sg rule "Ingress HTTP"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          port_range_min: 80
          port_range_max: 80
    
      - name: 'Create worker-sg rule "Ingress HTTPS"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          port_range_min: 443
          port_range_max: 443
    
      - name: 'Create worker-sg rule "router"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          remote_ip_prefix: "{{ os_subnet_range }}"
          port_range_min: 1936
          port_range_max: 1936
    
      - name: 'Create worker-sg rule "VXLAN"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: udp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 4789
          port_range_max: 4789
    
      - name: 'Create worker-sg rule "VXLAN from master"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: udp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 4789
          port_range_max: 4789
    
      - name: 'Create worker-sg rule "Geneve"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: udp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 6081
          port_range_max: 6081
    
      - name: 'Create worker-sg rule "Geneve from master"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: udp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 6081
          port_range_max: 6081
    
      - name: 'Create worker-sg rule "worker ingress internal (TCP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 9000
          port_range_max: 9999
    
      - name: 'Create worker-sg rule "worker ingress internal from master (TCP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 9000
          port_range_max: 9999
    
      - name: 'Create worker-sg rule "worker ingress internal (UDP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: udp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 9000
          port_range_max: 9999
    
      - name: 'Create worker-sg rule "worker ingress internal from master (UDP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: udp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 9000
          port_range_max: 9999
    
      - name: 'Create worker-sg rule "worker ingress kubelet secure"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 10250
          port_range_max: 10250
    
      - name: 'Create worker-sg rule "worker ingress kubelet secure from master"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 10250
          port_range_max: 10250
    
      - name: 'Create worker-sg rule "worker ingress services (TCP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 30000
          port_range_max: 32767
    
      - name: 'Create worker-sg rule "worker ingress services (TCP) from master"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: tcp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 30000
          port_range_max: 32767
    
      - name: 'Create worker-sg rule "worker ingress services (UDP)"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: udp
          remote_group: "{{ os_sg_worker }}"
          port_range_min: 30000
          port_range_max: 32767
    
      - name: 'Create worker-sg rule "worker ingress services (UDP) from master"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: udp
          remote_group: "{{ os_sg_master }}"
          port_range_min: 30000
          port_range_max: 32767
    
      - name: 'Create worker-sg rule "VRRP"'
        os_security_group_rule:
          security_group: "{{ os_sg_worker }}"
          protocol: '112'
          remote_ip_prefix: "{{ os_subnet_range }}"
  4. Insert the following content into a local file that is called 02_network.yaml

    # Required Python packages:
    #
    # ansible
    # openstackclient
    # openstacksdk
    # netaddr
    
    - import_playbook: common.yaml
    
    - hosts: all
      gather_facts: no
    
      tasks:
      - name: 'Create the cluster network'
        os_network:
          name: "{{ os_network }}"
    
      - name: 'Set the cluster network tag'
        command:
          cmd: "openstack network set --tag {{ cluster_id_tag }} {{ os_network }}"
    
      - name: 'Create a subnet'
        os_subnet:
          name: "{{ os_subnet }}"
          network_name: "{{ os_network }}"
          cidr: "{{ os_subnet_range }}"
          allocation_pool_start: "{{ os_subnet_range | next_nth_usable(10) }}"
          allocation_pool_end: "{{ os_subnet_range | ipaddr('last_usable') }}"
    
      - name: 'Set the cluster subnet tag'
        command:
          cmd: "openstack subnet set --tag {{ cluster_id_tag }} {{ os_subnet }}"
    
      - name: 'Create the service network'
        os_network:
          name: "{{ os_svc_network }}"
        when: os_networking_type == "Kuryr"
    
      - name: 'Set the service network tag'
        command:
          cmd: "openstack network set --tag {{ cluster_id_tag }} {{ os_svc_network }}"
        when: os_networking_type == "Kuryr"
    
      - name: 'Computing facts for service subnet'
        set_fact:
          first_ip_svc_subnet_range: "{{ svc_subnet_range | ipv4('network') }}"
          last_ip_svc_subnet_range: "{{ svc_subnet_range | ipaddr('last_usable') |ipmath(1) }}"
          first_ip_os_svc_network_range: "{{ os_svc_network_range | ipv4('network') }}"
          last_ip_os_svc_network_range: "{{ os_svc_network_range | ipaddr('last_usable') |ipmath(1) }}"
          allocation_pool: ""
        when: os_networking_type == "Kuryr"
    
      - name: 'Get first part of OpenStack network'
        set_fact:
          allocation_pool: "{{ allocation_pool + '--allocation-pool start={{ first_ip_os_svc_network_range | ipmath(1) }},end={{ first_ip_svc_subnet_range |ipmath(-1) }}' }}"
        when:
        - os_networking_type == "Kuryr"
        - first_ip_svc_subnet_range != first_ip_os_svc_network_range
    
      - name: 'Get last part of OpenStack network'
        set_fact:
          allocation_pool: "{{ allocation_pool + ' --allocation-pool start={{ last_ip_svc_subnet_range | ipmath(1) }},end={{ last_ip_os_svc_network_range |ipmath(-1) }}' }}"
        when:
        - os_networking_type == "Kuryr"
        - last_ip_svc_subnet_range != last_ip_os_svc_network_range
    
      - name: 'Get end of allocation'
        set_fact:
          gateway_ip: "{{ allocation_pool.split('=')[-1] }}"
        when: os_networking_type == "Kuryr"
    
      - name: 'replace last IP'
        set_fact:
          allocation_pool: "{{ allocation_pool | replace(gateway_ip, gateway_ip | ipmath(-1))}}"
        when: os_networking_type == "Kuryr"
    
      - name: 'list service subnet'
        command:
          cmd: "openstack subnet list --name {{ os_svc_subnet }} --tag {{ cluster_id_tag }}"
        when: os_networking_type == "Kuryr"
        register: svc_subnet
    
      - name: 'Create the service subnet'
        command:
          cmd: "openstack subnet create --ip-version 4 --gateway {{ gateway_ip }} --subnet-range {{ os_svc_network_range }} {{ allocation_pool }} --no-dhcp --network {{ os_svc_network }} --tag {{ cluster_id_tag }} {{ os_svc_subnet }}"
        when:
        - os_networking_type == "Kuryr"
        - svc_subnet.stdout == ""
    
      - name: 'list subnet pool'
        command:
          cmd: "openstack subnet pool list --name {{ subnet_pool }} --tags {{ cluster_id_tag }}"
        when: os_networking_type == "Kuryr"
        register: pods_subnet_pool
    
      - name: 'Create pods subnet pool'
        command:
          cmd: "openstack subnet pool create --default-prefix-length {{ host_prefix }} --pool-prefix {{ cluster_network_cidrs }} --tag {{ cluster_id_tag }} {{ subnet_pool }}"
        when:
        - os_networking_type == "Kuryr"
        - pods_subnet_pool.stdout == ""
    
      - name: 'Create external router'
        os_router:
          name: "{{ os_router }}"
          network: "{{ os_external_network }}"
          interfaces:
          - "{{ os_subnet }}"
    
      - name: 'Set external router tag'
        command:
          cmd: "openstack router set --tag {{ cluster_id_tag }} {{ os_router }}"
        when: os_networking_type == "Kuryr"
    
      - name: 'Create the API port'
        os_port:
          name: "{{ os_port_api }}"
          network: "{{ os_network }}"
          security_groups:
          - "{{ os_sg_master }}"
          fixed_ips:
          - subnet: "{{ os_subnet }}"
            ip_address: "{{ os_subnet_range | next_nth_usable(5) }}"
    
      - name: 'Set API port tag'
        command:
          cmd: "openstack port set --tag {{ cluster_id_tag }} {{ os_port_api }}"
    
      - name: 'Create the Ingress port'
        os_port:
          name: "{{ os_port_ingress }}"
          network: "{{ os_network }}"
          security_groups:
          - "{{ os_sg_worker }}"
          fixed_ips:
          - subnet: "{{ os_subnet }}"
            ip_address: "{{ os_subnet_range | next_nth_usable(7) }}"
    
      - name: 'Set the Ingress port tag'
        command:
          cmd: "openstack port set --tag {{ cluster_id_tag }} {{ os_port_ingress }}"
    
      # NOTE: openstack ansible module doesn't allow attaching Floating IPs to
      # ports, let's use the CLI instead
      - name: 'Attach the API floating IP to API port'
        command:
          cmd: "openstack floating ip set --port {{ os_port_api }} {{ os_api_fip }}"
    
      # NOTE: openstack ansible module doesn't allow attaching Floating IPs to
      # ports, let's use the CLI instead
      - name: 'Attach the Ingress floating IP to Ingress port'
        command:
          cmd: "openstack floating ip set --port {{ os_port_ingress }} {{ os_ingress_fip }}"
  5. On a command line, create security groups by running the first numbered playbook:

    $ ansible-playbook -i inventory.yaml 01_security-groups.yaml
  6. On a command line, create a network, subnet, and router by running the second numbered playbook:

    $ ansible-playbook -i inventory.yaml 02_network.yaml
  7. Optional: If you want to control the default resolvers that Nova servers use, run the RHOSP CLI command:

    $ openstack subnet set --dns-nameserver <server_1> --dns-nameserver <server_2> "$INFRA_ID-nodes"

Creating the bootstrap machine

Create a bootstrap machine and give it the network access it needs to run on Red Hat OpenStack Platform (RHOSP). Red Hat provides an Ansible playbook that you run to simplify this process.

Prerequisites
  • The inventory.yaml and common.yaml Ansible playbooks in a common directory

    • If you need these files, copy them from Creating network resources

  • The metadata.yaml file that the installation program created is in the same directory as the Ansible playbooks

Procedure
  1. On a command line, change the working directory to the location of the inventory.yaml`and `common.yaml files.

  2. Insert the following content into a local file that is called 03_bootstrap.yaml:

    # Required Python packages:
    #
    # ansible
    # openstackclient
    # openstacksdk
    # netaddr
    
    - import_playbook: common.yaml
    
    - hosts: all
      gather_facts: no
    
      tasks:
      - name: 'Create the bootstrap server port'
        os_port:
          name: "{{ os_port_bootstrap }}"
          network: "{{ os_network }}"
          security_groups:
          - "{{ os_sg_master }}"
          allowed_address_pairs:
          - ip_address: "{{ os_subnet_range | next_nth_usable(5) }}"
          - ip_address: "{{ os_subnet_range | next_nth_usable(6) }}"
    
      - name: 'Set bootstrap port tag'
        command:
          cmd: "openstack port set --tag {{ cluster_id_tag }} {{ os_port_bootstrap }}"
    
      - name: 'Create the bootstrap server'
        os_server:
          name: "{{ os_bootstrap_server_name }}"
          image: "{{ os_image_rhcos }}"
          flavor: "{{ os_flavor_master }}"
          userdata: "{{ lookup('file', os_bootstrap_ignition) | string }}"
          auto_ip: no
          nics:
          - port-name: "{{ os_port_bootstrap }}"
    
      - name: 'Create the bootstrap floating IP'
        os_floating_ip:
          state: present
          network: "{{ os_external_network }}"
          server: "{{ os_bootstrap_server_name }}"
  3. On a command line, run the playbook:

    $ ansible-playbook -i inventory.yaml 03_bootstrap.yaml
  4. After the bootstrap server is active, view the logs to verify that the Ignition files were received:

    $ openstack console log show "$INFRA_ID-bootstrap"

Creating the control plane machines

Create three control plane machines by using the Ignition config files that you generated.

Prerequisites
  • The infrastructure ID from the installation program’s metadata file is set as an environment variable ($INFRA_ID)

  • The inventory.yaml and common.yaml Ansible playbooks in a common directory

    • If you need these files, copy them from Creating network resources

  • The three Ignition files created in Creating control plane Ignition config files

Procedure
  1. On a command line, change the working directory to the location of the inventory.yaml`and `common.yaml files.

  2. If the control plane Ignition config files aren’t already in your working directory, copy them into it.

  3. Insert the following content into a local file that is called 04_control-plane.yaml:

    # Required Python packages:
    #
    # ansible
    # openstackclient
    # openstacksdk
    # netaddr
    
    - import_playbook: common.yaml
    
    - hosts: all
      gather_facts: no
    
      tasks:
      - name: 'Create the Control Plane ports'
        os_port:
          name: "{{ item.1 }}-{{ item.0 }}"
          network: "{{ os_network }}"
          security_groups:
          - "{{ os_sg_master }}"
          allowed_address_pairs:
          - ip_address: "{{ os_subnet_range | next_nth_usable(5) }}"
          - ip_address: "{{ os_subnet_range | next_nth_usable(6) }}"
          - ip_address: "{{ os_subnet_range | next_nth_usable(7) }}"
        with_indexed_items: "{{ [os_port_master] * os_cp_nodes_number }}"
        register: ports
    
      - name: 'Set Control Plane ports tag'
        command:
          cmd: "openstack port set --tag {{ cluster_id_tag }} {{ item.1 }}-{{ item.0 }}"
        with_indexed_items: "{{ [os_port_master] * os_cp_nodes_number }}"
    
      - name: 'List the Control Plane Trunks'
        command:
          cmd: "openstack network trunk list"
        when: os_networking_type == "Kuryr"
        register: control_plane_trunks
    
      - name: 'Create the Control Plane trunks'
        command:
          cmd: "openstack network trunk create --parent-port {{ item.1.id }} {{ os_cp_trunk_name }}-{{ item.0 }}"
        with_indexed_items: "{{ ports.results }}"
        when:
        - os_networking_type == "Kuryr"
        - "os_cp_trunk_name|string not in control_plane_trunks.stdout"
    
      - name: 'Create the Control Plane servers'
        os_server:
          name: "{{ item.1 }}-{{ item.0 }}"
          image: "{{ os_image_rhcos }}"
          flavor: "{{ os_flavor_master }}"
          auto_ip: no
          # The ignition filename will be concatenated with the Control Plane node
          # name and its 0-indexed serial number.
          # In this case, the first node will look for this filename:
          #    "{{ infraID }}-master-0-ignition.json"
          userdata: "{{ lookup('file', [item.1, item.0, 'ignition.json'] | join('-')) | string }}"
          nics:
          - port-name: "{{ os_port_master }}-{{ item.0 }}"
        with_indexed_items: "{{ [os_cp_server_name] * os_cp_nodes_number }}"
  4. On a command line, run the playbook:

    $ ansible-playbook -i inventory.yaml 04_control-plane.yaml
  5. Run the following command to monitor the bootstrapping process:

    $ openshift-install wait-for bootstrap-complete

    You will see messages that confirm that the control plane machines are running and have joined the cluster:

    INFO API v1.14.6+f9b5405 up
    INFO Waiting up to 30m0s for bootstrapping to complete...
    ...
    INFO It is now safe to remove the bootstrap resources

Logging in to the cluster

You can log in to your cluster as a default system user by exporting the cluster kubeconfig file. The kubeconfig file contains information about the cluster that is used by the CLI to connect a client to the correct cluster and API server. The file is specific to a cluster and is created during OKD installation.

Prerequisites
  • Deploy an OKD cluster.

  • Install the oc CLI.

Procedure
  1. Export the kubeadmin credentials:

    $ export KUBECONFIG=<installation_directory>/auth/kubeconfig (1)
    1 For <installation_directory>, specify the path to the directory that you stored the installation files in.
  2. Verify you can run oc commands successfully using the exported configuration:

    $ oc whoami
    Example output
    system:admin

Deleting bootstrap resources

Delete the bootstrap resources that you no longer need.

Prerequisites
  • The inventory.yaml and common.yaml Ansible playbooks in a common directory

    • If you need these files, copy them from Creating network resources

  • The control plane machines are running

    • If you don’t know the machines' status, see Verifying cluster status

Procedure
  1. Insert the following content into a local file that is called down-03_bootstrap.yaml:

    # Required Python packages:
    #
    # ansible
    # openstacksdk
    
    - import_playbook: common.yaml
    
    - hosts: all
      gather_facts: no
    
      tasks:
      - name: 'Remove the bootstrap server'
        os_server:
          name: "{{ os_bootstrap_server_name }}"
          state: absent
          delete_fip: yes
    
      - name: 'Remove the bootstrap server port'
        os_port:
          name: "{{ os_port_bootstrap }}"
          state: absent
  2. On a command line, run the playbook:

    $ ansible-playbook -i inventory.yaml down-03_bootstrap.yaml

The bootstrap port, server, and floating IP address are deleted.

If you have not disabled the bootstrap Ignition file URL, do so now.

Creating compute machines

After standing up the control plane, create compute machines.

Prerequisites
  • The inventory.yaml and common.yaml Ansible playbooks in a common directory

    • If you need these files, copy them from Creating network resources

  • The metadata.yaml file that the installation program created is in the same directory as the Ansible playbooks

  • The control plane is active

Procedure
  1. On a command line, change the working directory to the location of the inventory.yaml`and `common.yaml files.

  2. Insert the following content into a local file that is called 05_compute-nodes.yaml:

    # Required Python packages:
    #
    # ansible
    # openstackclient
    # openstacksdk
    # netaddr
    
    - import_playbook: common.yaml
    
    - hosts: all
      gather_facts: no
    
      tasks:
      - name: 'Create the Compute ports'
        os_port:
          name: "{{ item.1 }}-{{ item.0 }}"
          network: "{{ os_network }}"
          security_groups:
          - "{{ os_sg_worker }}"
          allowed_address_pairs:
          - ip_address: "{{ os_subnet_range | next_nth_usable(7) }}"
        with_indexed_items: "{{ [os_port_worker] * os_compute_nodes_number }}"
        register: ports
    
      - name: 'Set Compute ports tag'
        command:
          cmd: "openstack port set --tag {{ [cluster_id_tag] }} {{ item.1 }}-{{ item.0 }}"
        with_indexed_items: "{{ [os_port_worker] * os_compute_nodes_number }}"
    
      - name: 'List the Compute Trunks'
        command:
          cmd: "openstack network trunk list"
        when: os_networking_type == "Kuryr"
        register: compute_trunks
    
      - name: 'Create the Compute trunks'
        command:
          cmd: "openstack network trunk create --parent-port {{ item.1.id }} {{ os_compute_trunk_name }}-{{ item.0 }}"
        with_indexed_items: "{{ ports.results }}"
        when:
        - os_networking_type == "Kuryr"
        - "os_compute_trunk_name|string not in compute_trunks.stdout"
    
      - name: 'Create the Compute servers'
        os_server:
          name: "{{ item.1 }}-{{ item.0 }}"
          image: "{{ os_image_rhcos }}"
          flavor: "{{ os_flavor_worker }}"
          auto_ip: no
          userdata: "{{ lookup('file', 'worker.ign') | string }}"
          nics:
          - port-name: "{{ os_port_worker }}-{{ item.0 }}"
        with_indexed_items: "{{ [os_compute_server_name] * os_compute_nodes_number }}"
  3. On a command line, run the playbook:

    $ ansible-playbook -i inventory.yaml 05_compute-nodes.yaml
Next steps
  • Approve the machines' certificate signing requests

Approving the CSRs for your machines

When you add machines to a cluster, two pending certificates signing request (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself.

Prerequisites
  • You added machines to your cluster.

Procedure
  1. Confirm that the cluster recognizes the machines:

    $ oc get nodes
    Example output
    NAME      STATUS    ROLES   AGE  VERSION
    master-0  Ready     master  63m  v1.18.3
    master-1  Ready     master  63m  v1.18.3
    master-2  Ready     master  64m  v1.18.3
    worker-0  NotReady  worker  76s  v1.18.3
    worker-1  NotReady  worker  70s  v1.18.3

    The output lists all of the machines that you created.

  2. Review the pending certificate signing requests (CSRs) and ensure that the you see a client and server request with Pending or Approved status for each machine that you added to the cluster:

    $ oc get csr
    Example output
    NAME        AGE     REQUESTOR                                                                   CONDITION
    csr-8b2br   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending (1)
    csr-8vnps   15m     system:serviceaccount:openshift-machine-config-operator:node-bootstrapper   Pending
    csr-bfd72   5m26s   system:node:ip-10-0-50-126.us-east-2.compute.internal                       Pending (2)
    csr-c57lv   5m26s   system:node:ip-10-0-95-157.us-east-2.compute.internal                       Pending
    ...
    1 A client request CSR.
    2 A server request CSR.

    In this example, two machines are joining the cluster. You might see more approved CSRs in the list.

  3. If the CSRs were not approved, after all of the pending CSRs for the machines you added are in Pending status, approve the CSRs for your cluster machines:

    Because the CSRs rotate automatically, approve your CSRs within an hour of adding the machines to the cluster. If you do not approve them within an hour, the certificates will rotate, and more than two certificates will be present for each node. You must approve all of these certificates. After you approve the initial CSRs, the subsequent node client CSRs are automatically approved by the cluster kube-controller-manager. You must implement a method of automatically approving the kubelet serving certificate requests.

    • To approve them individually, run the following command for each valid CSR:

      $ oc adm certificate approve <csr_name> (1)
      1 <csr_name> is the name of a CSR from the list of current CSRs.
    • To approve all pending CSRs, run the following command:

      $ oc get csr -o go-template='{{range .items}}{{if not .status}}{{.metadata.name}}{{"\n"}}{{end}}{{end}}' | xargs oc adm certificate approve

Verifying a successful installation

Verify that the OKD installation is complete.

Prerequisites
  • You have the installation program (openshift-install)

Procedure
  • On a command line, enter:

    $ openshift-install --log-level debug wait-for install-complete

The program outputs the console URL, as well as the administrator’s login information.

Configuring application access with floating IP addresses

After you install OKD, configure Red Hat OpenStack Platform (RHOSP) to allow application network traffic.

Prerequisites
  • OKD cluster must be installed

  • Floating IP addresses are enabled as described in Enabling access to the environment.

Procedure

After you install the OKD cluster, attach a floating IP address to the ingress port:

  1. Show the port:

    $ openstack port show <cluster name>-<clusterID>-ingress-port
  2. Attach the port to the IP address:

    $ openstack floating ip set --port <ingress port ID> <apps FIP>
  3. Add a wildcard A record for *apps. to your DNS file:

    *.apps.<cluster name>.<base domain>  IN  A  <apps FIP>

If you do not control the DNS server but want to enable application access for non-production purposes, you can add these hostnames to /etc/hosts:

<apps FIP> console-openshift-console.apps.<cluster name>.<base domain>
<apps FIP> integrated-oauth-server-openshift-authentication.apps.<cluster name>.<base domain>
<apps FIP> oauth-openshift.apps.<cluster name>.<base domain>
<apps FIP> prometheus-k8s-openshift-monitoring.apps.<cluster name>.<base domain>
<apps FIP> grafana-openshift-monitoring.apps.<cluster name>.<base domain>
<apps FIP> <app name>.apps.<cluster name>.<base domain>
Next steps