us-east-1
In OKD version 4, you can install a cluster on VMware vSphere infrastructure that you provision.
Support for multiple vCenters is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process. For more information about the support scope of Red Hat Technology Preview features, see Technology Preview Features Support Scope. |
The steps for performing a user-provisioned infrastructure installation are provided as an example only. Installing a cluster with infrastructure you provide requires knowledge of the vSphere platform and the installation process of OKD. Use the user-provisioned infrastructure installation instructions as a guide; you are free to create the required resources through other methods. |
You have completed the tasks in Preparing to install a cluster using user-provisioned infrastructure.
You reviewed your VMware platform licenses. Red Hat does not place any restrictions on your VMware licenses, but some VMware infrastructure components require licensing.
You reviewed details about the OKD installation and update processes.
You read the documentation on selecting a cluster installation method and preparing it for users.
You provisioned persistent storage for your cluster. To deploy a private image registry, your storage must provide ReadWriteMany
access modes.
Completing the installation requires that you upload the Fedora CoreOS (FCOS) OVA on vSphere hosts. The machine from which you complete this process requires access to port 443 on the vCenter and ESXi hosts. You verified that port 443 is accessible.
If you use a firewall, you confirmed with the administrator that port 443 is accessible. Control plane nodes must be able to reach vCenter and ESXi hosts on port 443 for the installation to succeed.
If you use a firewall, you configured it to allow the sites that your cluster requires access to.
Be sure to also review this site list if you are configuring a proxy. |
You can deploy an OKD cluster to multiple vSphere data centers. Each data center can run multiple clusters. This configuration reduces the risk of a hardware failure or network outage that can cause your cluster to fail. To enable regions and zones, you must define multiple failure domains for your OKD cluster.
The VMware vSphere region and zone enablement feature requires the vSphere Container Storage Interface (CSI) driver as the default storage driver in the cluster. As a result, the feature is only available on a newly installed cluster. For a cluster that was upgraded from a previous release, you must enable CSI automatic migration for the cluster. You can then configure multiple regions and zones for the upgraded cluster. |
The default installation configuration deploys a cluster to a single vSphere data center. If you want to deploy a cluster to multiple vSphere data centers, you must create an installation configuration file that enables the region and zone feature.
The default install-config.yaml
file includes vcenters
and failureDomains
fields, where you can specify multiple vSphere data centers and clusters for your OKD cluster. You can leave these fields blank if you want to install an OKD cluster in a vSphere environment that consists of single data center.
The following list describes terms associated with defining zones and regions for your cluster:
Failure domain: Establishes the relationships between a region and zone. You define a failure domain by using vCenter objects, such as a datastore
object. A failure domain defines the vCenter location for OKD cluster nodes.
Region: Specifies a vCenter data center. You define a region by using a tag from the openshift-region
tag category.
Zone: Specifies a vCenter cluster. You define a zone by using a tag from the openshift-zone
tag category.
If you plan on specifying more than one failure domain in your |
You must create a vCenter tag for each vCenter data center, which represents a region. Additionally, you must create a vCenter tag for each cluster than runs in a data center, which represents a zone. After you create the tags, you must attach each tag to their respective data centers and clusters.
The following table outlines an example of the relationship among regions, zones, and tags for a configuration with multiple vSphere data centers running in a single VMware vCenter.
Data center (region) | Cluster (zone) | Tags |
---|---|---|
us-east |
us-east-1 |
us-east-1a |
us-east-1b |
||
us-east-2 |
us-east-2a |
|
us-east-2b |
||
us-west |
us-west-1 |
us-west-1a |
us-west-1b |
||
us-west-2 |
us-west-2a |
|
us-west-2b |
Installing the cluster requires that you manually create the installation configuration file.
You have an SSH public key on your local machine to provide to the installation program. The key will be used for SSH authentication onto your cluster nodes for debugging and disaster recovery.
You have obtained the OKD installation program and the pull secret for your cluster.
Create an installation directory to store your required installation assets in:
$ mkdir <installation_directory>
You must create a 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. |
Customize the sample install-config.yaml
file template that is provided and save
it in the <installation_directory>
.
You must name this configuration file |
If you are installing a three-node cluster, modify the install-config.yaml
file by setting the compute.replicas
parameter to 0
. This ensures that the cluster’s control planes are schedulable. For more information, see "Installing a three-node cluster on vSphere".
Back up the install-config.yaml
file so that you can use it to install multiple clusters.
The |
install-config.yaml
file for VMware vSphereYou can customize the install-config.yaml
file to specify more details about
your OKD cluster’s platform or modify the values of the required
parameters.
additionalTrustBundlePolicy: Proxyonly
apiVersion: v1
baseDomain: example.com (1)
compute: (2)
- architecture: amd64
name: <worker_node>
platform: {}
replicas: 0 (3)
controlPlane: (2)
architecture: amd64
name: <parent_node>
platform: {}
replicas: 3 (4)
metadata:
creationTimestamp: null
name: test (5)
networking:
---
platform:
vsphere:
failureDomains: (6)
- name: <failure_domain_name>
region: <default_region_name>
server: <fully_qualified_domain_name>
topology:
computeCluster: "/<data_center>/host/<cluster>"
datacenter: <data_center> (7)
datastore: "/<data_center>/datastore/<datastore>" (8)
networks:
- <VM_Network_name>
resourcePool: "/<data_center>/host/<cluster>/Resources/<resourcePool>" (9)
folder: "/<data_center_name>/vm/<folder_name>/<subfolder_name>" (10)
zone: <default_zone_name>
vcenters:
- datacenters:
- <data_center>
password: <password> (11)
port: 443
server: <fully_qualified_domain_name> (12)
user: administrator@vsphere.local
diskType: thin (13)
pullSecret: '{"auths":{"<local_registry>": {"auth": "<credentials>","email": "you@example.com"}}}' (14)
sshKey: 'ssh-ed25519 AAAA...' (15)
additionalTrustBundle: | (16)
-----BEGIN CERTIFICATE-----
ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
-----END CERTIFICATE-----
imageContentSources: (17)
- mirrors:
- <mirror_host_name>:<mirror_port>/<repo_name>/release
source: <source_image_1>
- mirrors:
- <mirror_host_name>:<mirror_port>/<repo_name>/release-images
source: <source_image_2>
1 | The base domain of the cluster. All DNS records must be sub-domains of this base and include the cluster name. | ||
2 | The controlPlane section is a single mapping, but the compute section is a
sequence of mappings. To meet the requirements of the different data structures,
the first line of the compute section must begin with a hyphen, - , and the
first line of the controlPlane section must not. Both sections define a single machine pool, so only one control plane is used. OKD does not support defining multiple compute pools. |
||
3 | You must set the value of the replicas parameter to 0 . This parameter
controls the number of workers that the cluster creates and manages for you,
which are functions that the cluster does not perform when you
use user-provisioned infrastructure. You must manually deploy worker
machines for the cluster to use before you finish installing OKD. |
||
4 | The number of control plane machines that you add to the cluster. Because the cluster uses this values as the number of etcd endpoints in the cluster, the value must match the number of control plane machines that you deploy. | ||
5 | The cluster name that you specified in your DNS records. | ||
6 | Establishes the relationships between a region and zone. You define a failure domain by using vCenter objects, such as a datastore object. A failure domain defines the vCenter location for OKD cluster nodes. |
||
7 | The vSphere data center. | ||
8 | The path to the vSphere datastore that holds virtual machine files, templates, and ISO images.
|
||
9 | Optional: For installer-provisioned infrastructure, the absolute path of an existing resource pool where the installation program creates the virtual machines, for example, /<data_center_name>/host/<cluster_name>/Resources/<resource_pool_name>/<optional_nested_resource_pool_name> . If you do not specify a value, resources are installed in the root of the cluster /example_data_center/host/example_cluster/Resources . |
||
10 | Optional: For installer-provisioned infrastructure, the absolute path of an existing folder where the installation program creates the virtual machines, for example, /<data_center_name>/vm/<folder_name>/<subfolder_name> . If you do not provide this value, the installation program creates a top-level folder in the data center virtual machine folder that is named with the infrastructure ID. If you are providing the infrastructure for the cluster and you do not want to use the default StorageClass object, named thin , you can omit the folder parameter from the install-config.yaml file. |
||
11 | The password associated with the vSphere user. | ||
12 | The fully-qualified hostname or IP address of the vCenter server.
|
||
13 | The vSphere disk provisioning method. | ||
14 | For <local_registry> , specify the registry domain name, and optionally the
port, that your mirror registry uses to serve content. For example
registry.example.com or registry.example.com:5000 . For <credentials> ,
specify the base64-encoded user name and password for your mirror registry. |
||
15 | The public portion of the default SSH key for the core user in
Fedora CoreOS (FCOS).
|
||
16 | Provide the contents of the certificate file that you used for your mirror registry. | ||
17 | Provide the imageContentSources section from the output of the command to
mirror the repository. |
Production environments can deny direct access to the internet and instead have
an HTTP or HTTPS proxy available. You can configure a new OKD
cluster to use a proxy by configuring the proxy settings in the
install-config.yaml
file.
You have an existing install-config.yaml
file.
You reviewed the sites that your cluster requires access to and determined whether any of them need to bypass the proxy. By default, all cluster egress traffic is proxied, including calls to hosting cloud provider APIs. You added sites to the Proxy
object’s spec.noProxy
field to bypass the proxy if necessary.
The For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and OpenStack, the |
Edit your install-config.yaml
file and add the proxy settings. For example:
apiVersion: v1
baseDomain: my.domain.com
proxy:
httpProxy: http://<username>:<pswd>@<ip>:<port> (1)
httpsProxy: https://<username>:<pswd>@<ip>:<port> (2)
noProxy: example.com (3)
additionalTrustBundle: | (4)
-----BEGIN CERTIFICATE-----
<MY_TRUSTED_CA_CERT>
-----END CERTIFICATE-----
additionalTrustBundlePolicy: <policy_to_add_additionalTrustBundle> (5)
1 | A proxy URL to use for creating HTTP connections outside the cluster. The
URL scheme must be http . |
2 | A proxy URL to use for creating HTTPS connections outside the cluster. |
3 | A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com , but not y.com . Use * to bypass the proxy for all destinations.
You must include vCenter’s IP address and the IP range that you use for its machines. |
4 | If provided, the installation program generates a config map that is named user-ca-bundle in
the openshift-config namespace to hold the additional CA
certificates. If you provide additionalTrustBundle and at least one proxy setting, the Proxy object is configured to reference the user-ca-bundle config map in the trustedCA field. The Cluster Network
Operator then creates a trusted-ca-bundle config map that merges the contents specified for the trustedCA parameter
with the FCOS trust bundle. The additionalTrustBundle field is required unless
the proxy’s identity certificate is signed by an authority from the FCOS trust
bundle. |
5 | Optional: The policy to determine the configuration of the Proxy object to reference the user-ca-bundle config map in the trustedCA field. The allowed values are Proxyonly and Always . Use Proxyonly to reference the user-ca-bundle config map only when http/https proxy is configured. Use Always to always reference the user-ca-bundle config map. The default value is Proxyonly . |
The installation program does not support the proxy |
If the installer times out, restart and then complete the deployment by using the
|
Save the file and reference it when installing OKD.
The installation program creates a cluster-wide proxy that is named cluster
that uses the proxy
settings in the provided install-config.yaml
file. If no proxy settings are
provided, a cluster
Proxy
object is still created, but it will have a nil
spec
.
Only the |
You can modify the default installation configuration file, so that you can deploy an OKD cluster to multiple vSphere data centers.
The default install-config.yaml
file configuration from the previous release of OKD is deprecated. You can continue to use the deprecated default configuration, but the openshift-installer
will prompt you with a warning message that indicates the use of deprecated fields in the configuration file.
The example uses the |
You have an existing install-config.yaml
installation configuration file.
You must specify at least one failure domain for your OKD cluster, so that you can provision data center objects for your VMware vCenter server. Consider specifying multiple failure domains if you need to provision virtual machine nodes in different data centers, clusters, datastores, and other components. To enable regions and zones, you must define multiple failure domains for your OKD cluster. |
Enter the following govc
command-line tool commands to create the openshift-region
and openshift-zone
vCenter tag categories:
If you specify different names for the |
$ govc tags.category.create -d "OpenShift region" openshift-region
$ govc tags.category.create -d "OpenShift zone" openshift-zone
To create a region tag for each region vSphere data center where you want to deploy your cluster, enter the following command in your terminal:
$ govc tags.create -c <region_tag_category> <region_tag>
To create a zone tag for each vSphere cluster where you want to deploy your cluster, enter the following command:
$ govc tags.create -c <zone_tag_category> <zone_tag>
Attach region tags to each vCenter data center object by entering the following command:
$ govc tags.attach -c <region_tag_category> <region_tag_1> /<data_center_1>
Attach the zone tags to each vCenter data center object by entering the following command:
$ govc tags.attach -c <zone_tag_category> <zone_tag_1> /<data_center_1>/host/vcs-mdcnc-workload-1
Change to the directory that contains the installation program and initialize the cluster deployment according to your chosen installation requirements.
install-config.yaml
file with multiple data centers defined in a vSphere center---
compute:
---
vsphere:
zones:
- "<machine_pool_zone_1>"
- "<machine_pool_zone_2>"
---
controlPlane:
---
vsphere:
zones:
- "<machine_pool_zone_1>"
- "<machine_pool_zone_2>"
---
platform:
vsphere:
vcenters:
---
datacenters:
- <data_center_1_name>
- <data_center_2_name>
failureDomains:
- name: <machine_pool_zone_1>
region: <region_tag_1>
zone: <zone_tag_1>
server: <fully_qualified_domain_name>
topology:
datacenter: <data_center_1>
computeCluster: "/<data_center_1>/host/<cluster1>"
networks:
- <VM_Network1_name>
datastore: "/<data_center_1>/datastore/<datastore1>"
resourcePool: "/<data_center_1>/host/<cluster1>/Resources/<resourcePool1>"
folder: "/<data_center_1>/vm/<folder1>"
- name: <machine_pool_zone_2>
region: <region_tag_2>
zone: <zone_tag_2>
server: <fully_qualified_domain_name>
topology:
datacenter: <data_center_2>
computeCluster: "/<data_center_2>/host/<cluster2>"
networks:
- <VM_Network2_name>
datastore: "/<data_center_2>/datastore/<datastore2>"
resourcePool: "/<data_center_2>/host/<cluster2>/Resources/<resourcePool2>"
folder: "/<data_center_2>/vm/<folder2>"
---
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 configure the machines.
The installation configuration file transforms into the Kubernetes manifests. The manifests wrap into the Ignition configuration files, which are later used to configure the cluster machines.
|
You obtained the OKD installation program.
You created the install-config.yaml
installation configuration file.
Change to the directory that contains the OKD installation program and generate the Kubernetes manifests for the cluster:
$ ./openshift-install create manifests --dir <installation_directory> (1)
1 | For <installation_directory> , specify the installation directory that
contains the install-config.yaml file you created. |
Remove the Kubernetes manifest files that define the control plane machines, compute machine sets, and control plane machine sets:
$ rm -f openshift/99_openshift-cluster-api_master-machines-*.yaml openshift/99_openshift-cluster-api_worker-machineset-*.yaml openshift/99_openshift-machine-api_master-control-plane-machine-set.yaml
Because you create and manage these resources yourself, you do not have to initialize them.
You can preserve the compute machine set files to create compute machines by using the machine API, but you must update references to them to match your environment.
If you are installing a three-node cluster, skip the following step to allow the control plane nodes to be schedulable. |
When you configure control plane nodes from the default unschedulable to schedulable, additional subscriptions are required. This is because control plane nodes then become compute nodes. |
Check that the mastersSchedulable
parameter in the <installation_directory>/manifests/cluster-scheduler-02-config.yml
Kubernetes manifest file is set to false
. This setting prevents pods from being scheduled on the control plane machines:
Open the <installation_directory>/manifests/cluster-scheduler-02-config.yml
file.
Locate the mastersSchedulable
parameter and ensure that it is set to false
.
Save and exit the file.
To create the Ignition configuration files, run the following command from the directory that contains the installation program:
$ ./openshift-install create ignition-configs --dir <installation_directory> (1)
1 | For <installation_directory> , specify the same installation directory. |
Ignition config files are created for the bootstrap, control plane, and compute nodes in the installation directory. The kubeadmin-password
and kubeconfig
files are created in the ./<installation_directory>/auth
directory:
. ├── auth │ ├── kubeadmin-password │ └── kubeconfig ├── bootstrap.ign ├── master.ign ├── metadata.json └── worker.ign
The Ignition config files contain a unique cluster identifier that you can use to uniquely identify your cluster in VMware vSphere. If you plan to use the cluster identifier as the name of your virtual machine folder, you must extract it.
You obtained the OKD installation program and the pull secret for your cluster.
You generated the Ignition config files for your cluster.
You installed the jq
package.
To extract and view the infrastructure name from the Ignition config file metadata, run the following command:
$ jq -r .infraID <installation_directory>/metadata.json (1)
1 | For <installation_directory> , specify the path to the directory that you stored the
installation files in. |
openshift-vw9j6 (1)
1 | The output of this command is your cluster name and a random string. |
To install OKD on user-provisioned infrastructure on VMware vSphere, you must install Fedora CoreOS (FCOS) on vSphere hosts. When you install FCOS, you must provide the Ignition config file that was generated by the OKD installation program for the type of machine you are installing. If you have configured suitable networking, DNS, and load balancing infrastructure, the OKD bootstrap process begins automatically after the FCOS machines have rebooted.
You have obtained the Ignition config files for your cluster.
You have access to an HTTP server that you can access from your computer and that the machines that you create can access.
You have created a vSphere cluster.
Upload the bootstrap Ignition config file, which is named <installation_directory>/bootstrap.ign
, that the installation program created to your HTTP server. Note the URL of this file.
Save the following secondary Ignition config file for your bootstrap node to your computer as <installation_directory>/merge-bootstrap.ign
:
{
"ignition": {
"config": {
"merge": [
{
"source": "<bootstrap_ignition_config_url>", (1)
"verification": {}
}
]
},
"timeouts": {},
"version": "3.2.0"
},
"networkd": {},
"passwd": {},
"storage": {},
"systemd": {}
}
1 | Specify the URL of the bootstrap Ignition config file that you hosted. |
When you create the virtual machine (VM) for the bootstrap machine, you use this Ignition config file.
Locate the following Ignition config files that the installation program created:
<installation_directory>/master.ign
<installation_directory>/worker.ign
<installation_directory>/merge-bootstrap.ign
Convert the Ignition config files to Base64 encoding. Later in this procedure, you must add these files to the extra configuration parameter guestinfo.ignition.config.data
in your VM.
For example, if you use a Linux operating system, you can use the base64
command to encode the files.
$ base64 -w0 <installation_directory>/master.ign > <installation_directory>/master.64
$ base64 -w0 <installation_directory>/worker.ign > <installation_directory>/worker.64
$ base64 -w0 <installation_directory>/merge-bootstrap.ign > <installation_directory>/merge-bootstrap.64
If you plan to add more compute machines to your cluster after you finish installation, do not delete these files. |
Obtain the FCOS images from the FCOS Downloads page
In the vSphere Client, create a folder in your data center to store your VMs.
Click the VMs and Templates view.
Right-click the name of your data center.
Click New Folder → New VM and Template Folder.
In the window that is displayed, enter the folder name. If you did not specify an existing folder in the install-config.yaml
file, then create a folder with the same name as the infrastructure ID. You use this folder name so vCenter dynamically provisions storage in the appropriate location for its Workspace configuration.
In the vSphere Client, create a template for the OVA image and then clone the template as needed.
In the following steps, you create a template and then clone the template for all of your cluster machines. You then provide the location for the Ignition config file for that cloned machine type when you provision the VMs. |
From the Hosts and Clusters tab, right-click your cluster name and select Deploy OVF Template.
On the Select an OVF tab, specify the name of the FCOS OVA file that you downloaded.
On the Select a name and folder tab, set a Virtual machine name for your template, such as Template-FCOS
. Click the name of your vSphere cluster and select the folder you created in the previous step.
On the Select a compute resource tab, click the name of your vSphere cluster.
On the Select storage tab, configure the storage options for your VM.
Select Thin Provision or Thick Provision, based on your storage preferences.
Select the datastore that you specified in your install-config.yaml
file.
If you want to encrypt your virtual machines, select Encrypt this virtual machine. See the section titled "Requirements for encrypting virtual machines" for more information.
On the Select network tab, specify the network that you configured for the cluster, if available.
When creating the OVF template, do not specify values on the Customize template tab or configure the template any further.
Do not start the original VM template. The VM template must remain off and must be cloned for new FCOS machines. Starting the VM template configures the VM template as a VM on the platform, which prevents it from being used as a template that compute machine sets can apply configurations to. |
Optional: Update the configured virtual hardware version in the VM template, if necessary. Follow Upgrading a virtual machine to the latest hardware version in the VMware documentation for more information.
It is recommended that you update the hardware version of the VM template to version 15 before creating VMs from it, if necessary. Using hardware version 13 for your cluster nodes running on vSphere is now deprecated. If your imported template defaults to hardware version 13, you must ensure that your ESXi host is on 6.7U3 or later before upgrading the VM template to hardware version 15. If your vSphere version is less than 6.7U3, you can skip this upgrade step; however, a future version of OKD is scheduled to remove support for hardware version 13 and vSphere versions less than 6.7U3. |
After the template deploys, deploy a VM for a machine in the cluster.
Right-click the template name and click Clone → Clone to Virtual Machine.
On the Select a name and folder tab, specify a name for the VM. You might include the machine type in the name, such as control-plane-0
or compute-1
.
Ensure that all virtual machine names across a vSphere installation are unique. |
On the Select a name and folder tab, select the name of the folder that you created for the cluster.
On the Select a compute resource tab, select the name of a host in your data center.
On the Select clone options tab, select Customize this virtual machine’s hardware.
On the Customize hardware tab, click Advanced Parameters.
The following configuration suggestions are for example purposes only. As a cluster administrator, you must configure resources according to the resource demands placed on your cluster. To best manage cluster resources, consider creating a resource pool from the cluster’s root resource pool. |
Optional: Override default DHCP networking in vSphere. To enable static IP networking:
Set your static IP configuration:
$ export IPCFG="ip=<ip>::<gateway>:<netmask>:<hostname>:<iface>:none nameserver=srv1 [nameserver=srv2 [nameserver=srv3 [...]]]"
$ export IPCFG="ip=192.168.100.101::192.168.100.254:255.255.255.0:::none nameserver=8.8.8.8"
Set the guestinfo.afterburn.initrd.network-kargs
property before you boot a VM from an OVA in vSphere:
$ govc vm.change -vm "<vm_name>" -e "guestinfo.afterburn.initrd.network-kargs=${IPCFG}"
Add the following configuration parameter names and values by specifying data in the Attribute and Values fields. Ensure that you select the Add button for each parameter that you create.
guestinfo.ignition.config.data
: Locate the base-64 encoded files that you created previously in this procedure, and paste the contents of the base64-encoded Ignition config file for this machine type.
guestinfo.ignition.config.data.encoding
: Specify base64
.
disk.EnableUUID
: Specify TRUE
.
stealclock.enable
: If this parameter was not defined, add it and specify TRUE
.
Create a child resource pool from the cluster’s root resource pool. Perform resource allocation in this child resource pool.
In the Virtual Hardware panel of the Customize hardware tab, modify the specified values as required. Ensure that the amount of RAM, CPU, and disk storage meets the minimum requirements for the machine type.
Complete the remaining configuration steps. On clicking the Finish button, you have completed the cloning operation.
From the Virtual Machines tab, right-click on your VM and then select Power → Power On.
Check the console output to verify that Ignition ran.
Ignition: ran on 2022/03/14 14:48:33 UTC (this boot)
Ignition: user-provided config was applied
Create the rest of the machines for your cluster by following the preceding steps for each machine.
You must create the bootstrap and control plane machines at this time. Because some pods are deployed on compute machines by default, also create at least two compute machines before you install the cluster. |
You can add more compute machines to a user-provisioned OKD cluster on VMware vSphere.
After your vSphere template deploys in your OKD cluster, you can deploy a virtual machine (VM) for a machine in that cluster.
If you are installing a three-node cluster, skip this step. A three-node cluster consists of three control plane machines, which also act as compute machines. |
Obtain the base64-encoded Ignition file for your compute machines.
You have access to the vSphere template that you created for your cluster.
Right-click the template’s name and click Clone → Clone to Virtual Machine.
On the Select a name and folder tab, specify a name for the VM. You might include the machine type in the name, such as compute-1
.
Ensure that all virtual machine names across a vSphere installation are unique. |
On the Select a name and folder tab, select the name of the folder that you created for the cluster.
On the Select a compute resource tab, select the name of a host in your data center.
On the Select storage tab, select storage for your configuration and disk files.
On the Select clone options tab, select Customize this virtual machine’s hardware.
On the Customize hardware tab, click Advanced Parameters.
Add the following configuration parameter names and values by specifying data in the Attribute and Values fields. Ensure that you select the Add button for each parameter that you create.
guestinfo.ignition.config.data
: Paste the contents of the base64-encoded compute Ignition config file for this machine type.
guestinfo.ignition.config.data.encoding
: Specify base64
.
disk.EnableUUID
: Specify TRUE
.
In the Virtual Hardware panel of the Customize hardware tab, modify the specified values as required. Ensure that the amount of RAM, CPU, and disk storage meets the minimum requirements for the machine type. If many networks exist, select Add New Device > Network Adapter, and then enter your network information in the fields provided by the New Network menu item.
Complete the remaining configuration steps. On clicking the Finish button, you have completed the cloning operation.
From the Virtual Machines tab, right-click on your VM and then select Power → Power On.
Continue to create more compute machines for your cluster.
In most cases, data partitions are originally created by installing FCOS, rather than by installing another operating system. In such cases, the OKD installer should be allowed to configure your disk partitions.
However, there are two cases where you might want to intervene to override the default partitioning when installing an OKD node:
Create separate partitions: For greenfield installations on an empty
disk, you might want to add separate storage to a partition. This is
officially supported for making /var
or a subdirectory of /var
, such as /var/lib/etcd
, a separate partition, but not both.
For disk sizes larger than 100GB, and especially disk sizes larger than 1TB, create a separate |
Kubernetes supports only two file system partitions. If you add more than one partition to the original configuration, Kubernetes cannot monitor all of them. |
Retain existing partitions: For a brownfield installation where you are reinstalling OKD on an existing node and want to retain data partitions installed from your previous operating system, there are both boot arguments and options to coreos-installer
that allow you to retain existing data partitions.
/var
partitionIn general, disk partitioning for OKD should be left to the installer. However, there are cases where you might want to create separate partitions in a part of the filesystem that you expect to grow.
OKD supports the addition of a single partition to attach
storage to either the /var
partition or a subdirectory of /var
.
For example:
/var/lib/containers
: Holds container-related content that can grow
as more images and containers are added to a system.
/var/lib/etcd
: Holds data that you might want to keep separate for purposes such as performance optimization of etcd storage.
/var
: Holds data that you might want to keep separate for purposes such as auditing.
For disk sizes larger than 100GB, and especially larger than 1TB, create a separate |
Storing the contents of a /var
directory separately makes it easier to grow storage for those areas as needed and reinstall OKD at a later date and keep that data intact. With this method, you will not have to pull all your containers again, nor will you have to copy massive log files when you update systems.
Because /var
must be in place before a fresh installation of
Fedora CoreOS (FCOS), the following procedure sets up the separate /var
partition
by creating a machine config manifest that is inserted during the openshift-install
preparation phases of an OKD installation.
Create a directory to hold the OKD installation files:
$ mkdir $HOME/clusterconfig
Run openshift-install
to create a set of files in the manifest
and
openshift
subdirectories. Answer the system questions as you are prompted:
$ openshift-install create manifests --dir $HOME/clusterconfig
? SSH Public Key ...
$ ls $HOME/clusterconfig/openshift/
99_kubeadmin-password-secret.yaml
99_openshift-cluster-api_master-machines-0.yaml
99_openshift-cluster-api_master-machines-1.yaml
99_openshift-cluster-api_master-machines-2.yaml
...
Create a Butane config that configures the additional partition. For example, name the file $HOME/clusterconfig/98-var-partition.bu
, change the disk device name to the name of the storage device on the worker
systems, and set the storage size as appropriate. This example places the /var
directory on a separate partition:
variant: openshift
version: 4.0
metadata:
labels:
machineconfiguration.openshift.io/role: worker
name: 98-var-partition
storage:
disks:
- device: /dev/disk/by-id/<device_name> (1)
partitions:
- label: var
start_mib: <partition_start_offset> (2)
size_mib: <partition_size> (3)
number: 5
filesystems:
- device: /dev/disk/by-partlabel/var
path: /var
format: xfs
mount_options: [defaults, prjquota] (4)
with_mount_unit: true
1 | The storage device name of the disk that you want to partition. |
2 | When adding a data partition to the boot disk, a minimum value of 25000 mebibytes is recommended. The root file system is automatically resized to fill all available space up to the specified offset. If no value is specified, or if the specified value is smaller than the recommended minimum, the resulting root file system will be too small, and future reinstalls of FCOS might overwrite the beginning of the data partition. |
3 | The size of the data partition in mebibytes. |
4 | The prjquota mount option must be enabled for filesystems used for container storage. |
When creating a separate |
Create a manifest from the Butane config and save it to the clusterconfig/openshift
directory. For example, run the following command:
$ butane $HOME/clusterconfig/98-var-partition.bu -o $HOME/clusterconfig/openshift/98-var-partition.yaml
Run openshift-install
again to create Ignition configs from a set of files in the manifest
and openshift
subdirectories:
$ openshift-install create ignition-configs --dir $HOME/clusterconfig
$ ls $HOME/clusterconfig/
auth bootstrap.ign master.ign metadata.json worker.ign
Now you can use the Ignition config files as input to the vSphere installation procedures to install Fedora CoreOS (FCOS) systems.
The OKD bootstrap process begins after the cluster nodes first boot into the persistent FCOS environment that has been installed to disk. The configuration information provided through the Ignition config files is used to initialize the bootstrap process and install OKD on the machines. You must wait for the bootstrap process to complete.
You have created the Ignition config files for your cluster.
You have configured suitable network, DNS and load balancing infrastructure.
You have obtained the installation program and generated the Ignition config files for your cluster.
You installed FCOS on your cluster machines and provided the Ignition config files that the OKD installation program generated.
Your machines have direct internet access or have an HTTP or HTTPS proxy available.
Monitor the bootstrap process:
$ ./openshift-install --dir <installation_directory> wait-for bootstrap-complete \ (1)
--log-level=info (2)
1 | For <installation_directory> , specify the path to the directory that you stored the installation files in. |
2 | To view different installation details, specify warn , debug , or error instead of info . |
INFO Waiting up to 30m0s for the Kubernetes API at https://api.test.example.com:6443...
INFO API v1.31.3 up
INFO Waiting up to 30m0s for bootstrapping to complete...
INFO It is now safe to remove the bootstrap resources
The command succeeds when the Kubernetes API server signals that it has been bootstrapped on the control plane machines.
After the bootstrap process is complete, remove the bootstrap machine from the load balancer.
You must remove the bootstrap machine from the load balancer at this point. You can also remove or reformat the bootstrap machine itself. |
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.
You deployed an OKD cluster.
You installed the oc
CLI.
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. |
Verify you can run oc
commands successfully using the exported configuration:
$ oc whoami
system:admin
When you add machines to a cluster, two pending certificate signing requests (CSRs) are generated for each machine that you added. You must confirm that these CSRs are approved or, if necessary, approve them yourself. The client requests must be approved first, followed by the server requests.
You added machines to your cluster.
Confirm that the cluster recognizes the machines:
$ oc get nodes
NAME STATUS ROLES AGE VERSION
master-0 Ready master 63m v1.31.3
master-1 Ready master 63m v1.31.3
master-2 Ready master 64m v1.31.3
The output lists all of the machines that you created.
The preceding output might not include the compute nodes, also known as worker nodes, until some CSRs are approved. |
Review the pending CSRs and ensure that you see the client requests with the Pending
or Approved
status for each machine that you added to the cluster:
$ oc get csr
NAME AGE REQUESTOR CONDITION
csr-8b2br 15m system:serviceaccount:openshift-machine-config-operator:node-bootstrapper Pending
csr-8vnps 15m system:serviceaccount:openshift-machine-config-operator:node-bootstrapper Pending
...
In this example, two machines are joining the cluster. You might see more approved CSRs in the list.
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 the client CSR is approved, the Kubelet creates a secondary CSR for the serving certificate, which requires manual approval. Then, subsequent serving certificate renewal requests are automatically approved by the |
For clusters running on platforms that are not machine API enabled, such as bare metal and other user-provisioned infrastructure, you must implement a method of automatically approving the kubelet serving certificate requests (CSRs). If a request is not approved, then the |
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 --no-run-if-empty oc adm certificate approve
Some Operators might not become available until some CSRs are approved. |
Now that your client requests are approved, you must review the server requests for each machine that you added to the cluster:
$ oc get csr
NAME AGE REQUESTOR CONDITION
csr-bfd72 5m26s system:node:ip-10-0-50-126.us-east-2.compute.internal Pending
csr-c57lv 5m26s system:node:ip-10-0-95-157.us-east-2.compute.internal Pending
...
If the remaining CSRs are not approved, and are in the Pending
status, approve the CSRs for your cluster machines:
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
After all client and server CSRs have been approved, the machines have the Ready
status. Verify this by running the following command:
$ oc get nodes
NAME STATUS ROLES AGE VERSION
master-0 Ready master 73m v1.31.3
master-1 Ready master 73m v1.31.3
master-2 Ready master 74m v1.31.3
worker-0 Ready worker 11m v1.31.3
worker-1 Ready worker 11m v1.31.3
It can take a few minutes after approval of the server CSRs for the machines to transition to the |
After the control plane initializes, you must immediately configure some Operators so that they all become available.
Your control plane has initialized.
Watch the cluster components come online:
$ watch -n5 oc get clusteroperators
NAME VERSION AVAILABLE PROGRESSING DEGRADED SINCE
authentication 4.0 True False False 19m
baremetal 4.0 True False False 37m
cloud-credential 4.0 True False False 40m
cluster-autoscaler 4.0 True False False 37m
config-operator 4.0 True False False 38m
console 4.0 True False False 26m
csi-snapshot-controller 4.0 True False False 37m
dns 4.0 True False False 37m
etcd 4.0 True False False 36m
image-registry 4.0 True False False 31m
ingress 4.0 True False False 30m
insights 4.0 True False False 31m
kube-apiserver 4.0 True False False 26m
kube-controller-manager 4.0 True False False 36m
kube-scheduler 4.0 True False False 36m
kube-storage-version-migrator 4.0 True False False 37m
machine-api 4.0 True False False 29m
machine-approver 4.0 True False False 37m
machine-config 4.0 True False False 36m
marketplace 4.0 True False False 37m
monitoring 4.0 True False False 29m
network 4.0 True False False 38m
node-tuning 4.0 True False False 37m
openshift-apiserver 4.0 True False False 32m
openshift-controller-manager 4.0 True False False 30m
openshift-samples 4.0 True False False 32m
operator-lifecycle-manager 4.0 True False False 37m
operator-lifecycle-manager-catalog 4.0 True False False 37m
operator-lifecycle-manager-packageserver 4.0 True False False 32m
service-ca 4.0 True False False 38m
storage 4.0 True False False 37m
Configure the Operators that are not available.
On platforms that do not provide shareable object storage, the OpenShift Image Registry Operator bootstraps itself as Removed
. This allows openshift-installer
to complete installations on these platform types.
After installation, you must edit the Image Registry Operator configuration to switch the managementState
from Removed
to Managed
. When this has completed, you must configure storage.
The Image Registry Operator is not initially available for platforms that do not provide default storage. After installation, you must configure your registry to use storage so that the Registry Operator is made available.
Instructions are shown for configuring a persistent volume, which is required for production clusters. Where applicable, instructions are shown for configuring an empty directory as the storage location, which is available for only non-production clusters.
Additional instructions are provided for allowing the image registry to use block storage types by using the Recreate
rollout strategy during upgrades.
As a cluster administrator, following installation you must configure your registry to use storage.
Cluster administrator permissions.
A cluster on VMware vSphere.
Persistent storage provisioned for your cluster, such as Red Hat OpenShift Data Foundation.
OKD supports |
Must have "100Gi" capacity.
Testing shows issues with using the NFS server on RHEL as storage backend for core services. This includes the OpenShift Container Registry and Quay, Prometheus for monitoring storage, and Elasticsearch for logging storage. Therefore, using RHEL NFS to back PVs used by core services is not recommended. Other NFS implementations on the marketplace might not have these issues. Contact the individual NFS implementation vendor for more information on any testing that was possibly completed against these OKD core components. |
To configure your registry to use storage, change the spec.storage.pvc
in the configs.imageregistry/cluster
resource.
When you use shared storage, review your security settings to prevent outside access. |
Verify that you do not have a registry pod:
$ oc get pod -n openshift-image-registry -l docker-registry=default
No resourses found in openshift-image-registry namespace
If you do have a registry pod in your output, you do not need to continue with this procedure. |
Check the registry configuration:
$ oc edit configs.imageregistry.operator.openshift.io
storage:
pvc:
claim: (1)
1 | Leave the claim field blank to allow the automatic creation of an image-registry-storage persistent volume claim (PVC). The PVC is generated based on the default storage class. However, be aware that the default storage class might provide ReadWriteOnce (RWO) volumes, such as a RADOS Block Device (RBD), which can cause issues when you replicate to more than one replica. |
Check the clusteroperator
status:
$ oc get clusteroperator image-registry
NAME VERSION AVAILABLE PROGRESSING DEGRADED SINCE MESSAGE
image-registry 4.7 True False False 6h50m
You must configure storage for the Image Registry Operator. For non-production clusters, you can set the image registry to an empty directory. If you do so, all images are lost if you restart the registry.
To set the image registry storage to an empty directory:
$ oc patch configs.imageregistry.operator.openshift.io cluster --type merge --patch '{"spec":{"storage":{"emptyDir":{}}}}'
Configure this option for only non-production clusters. |
If you run this command before the Image Registry Operator initializes its
components, the oc patch
command fails with the following error:
Error from server (NotFound): configs.imageregistry.operator.openshift.io "cluster" not found
Wait a few minutes and run the command again.
To allow the image registry to use block storage types such as vSphere Virtual Machine Disk (VMDK) during upgrades as a cluster administrator, you can use the Recreate
rollout strategy.
Block storage volumes are supported but not recommended for use with image registry on production clusters. An installation where the registry is configured on block storage is not highly available because the registry cannot have more than one replica. |
Enter the following command to set the image registry storage as a block storage type, patch the registry so that it uses the Recreate
rollout strategy, and runs with only 1
replica:
$ oc patch config.imageregistry.operator.openshift.io/cluster --type=merge -p '{"spec":{"rolloutStrategy":"Recreate","replicas":1}}'
Provision the PV for the block storage device, and create a PVC for that volume. The requested block volume uses the ReadWriteOnce (RWO) access mode.
Create a pvc.yaml
file with the following contents to define a VMware vSphere PersistentVolumeClaim
object:
kind: PersistentVolumeClaim
apiVersion: v1
metadata:
name: image-registry-storage (1)
namespace: openshift-image-registry (2)
spec:
accessModes:
- ReadWriteOnce (3)
resources:
requests:
storage: 100Gi (4)
1 | A unique name that represents the PersistentVolumeClaim object. |
2 | The namespace for the PersistentVolumeClaim object, which is openshift-image-registry . |
3 | The access mode of the persistent volume claim. With ReadWriteOnce , the volume can be mounted with read and write permissions by a single node. |
4 | The size of the persistent volume claim. |
Enter the following command to create the PersistentVolumeClaim
object from the file:
$ oc create -f pvc.yaml -n openshift-image-registry
Enter the following command to edit the registry configuration so that it references the correct PVC:
$ oc edit config.imageregistry.operator.openshift.io -o yaml
storage:
pvc:
claim: (1)
1 | By creating a custom PVC, you can leave the claim field blank for the default automatic creation of an image-registry-storage PVC. |
For instructions about configuring registry storage so that it references the correct PVC, see Configuring the registry for vSphere.
After you complete the Operator configuration, you can finish installing the cluster on infrastructure that you provide.
Your control plane has initialized.
You have completed the initial Operator configuration.
Confirm that all the cluster components are online with the following command:
$ watch -n5 oc get clusteroperators
NAME VERSION AVAILABLE PROGRESSING DEGRADED SINCE
authentication 4.0 True False False 19m
baremetal 4.0 True False False 37m
cloud-credential 4.0 True False False 40m
cluster-autoscaler 4.0 True False False 37m
config-operator 4.0 True False False 38m
console 4.0 True False False 26m
csi-snapshot-controller 4.0 True False False 37m
dns 4.0 True False False 37m
etcd 4.0 True False False 36m
image-registry 4.0 True False False 31m
ingress 4.0 True False False 30m
insights 4.0 True False False 31m
kube-apiserver 4.0 True False False 26m
kube-controller-manager 4.0 True False False 36m
kube-scheduler 4.0 True False False 36m
kube-storage-version-migrator 4.0 True False False 37m
machine-api 4.0 True False False 29m
machine-approver 4.0 True False False 37m
machine-config 4.0 True False False 36m
marketplace 4.0 True False False 37m
monitoring 4.0 True False False 29m
network 4.0 True False False 38m
node-tuning 4.0 True False False 37m
openshift-apiserver 4.0 True False False 32m
openshift-controller-manager 4.0 True False False 30m
openshift-samples 4.0 True False False 32m
operator-lifecycle-manager 4.0 True False False 37m
operator-lifecycle-manager-catalog 4.0 True False False 37m
operator-lifecycle-manager-packageserver 4.0 True False False 32m
service-ca 4.0 True False False 38m
storage 4.0 True False False 37m
Alternatively, the following command notifies you when all of the clusters are available. It also retrieves and displays credentials:
$ ./openshift-install --dir <installation_directory> wait-for install-complete (1)
1 | For <installation_directory> , specify the path to the directory that you
stored the installation files in. |
INFO Waiting up to 30m0s for the cluster to initialize...
The command succeeds when the Cluster Version Operator finishes deploying the OKD cluster from Kubernetes API server.
|
Confirm that the Kubernetes API server is communicating with the pods.
To view a list of all pods, use the following command:
$ oc get pods --all-namespaces
NAMESPACE NAME READY STATUS RESTARTS AGE
openshift-apiserver-operator openshift-apiserver-operator-85cb746d55-zqhs8 1/1 Running 1 9m
openshift-apiserver apiserver-67b9g 1/1 Running 0 3m
openshift-apiserver apiserver-ljcmx 1/1 Running 0 1m
openshift-apiserver apiserver-z25h4 1/1 Running 0 2m
openshift-authentication-operator authentication-operator-69d5d8bf84-vh2n8 1/1 Running 0 5m
...
View the logs for a pod that is listed in the output of the previous command by using the following command:
$ oc logs <pod_name> -n <namespace> (1)
1 | Specify the pod name and namespace, as shown in the output of the previous command. |
If the pod logs display, the Kubernetes API server can communicate with the cluster machines.
For an installation with Fibre Channel Protocol (FCP), additional steps are required to enable multipathing. Do not enable multipathing during installation.
See "Enabling multipathing with kernel arguments on FCOS" in the Postinstallation machine configuration tasks documentation for more information.
Register your cluster on the Cluster registration page.
You can add extra compute machines after the cluster installation is completed by following Adding compute machines to vSphere.
vSphere Distributed Resource Scheduler (DRS) anti-affinity rules can be configured to support higher availability of OKD Control Plane nodes. Anti-affinity rules ensure that the vSphere Virtual Machines for the OKD Control Plane nodes are not scheduled to the same vSphere Host.
|
Create an anti-affinity rule by running the following command:
$ govc cluster.rule.create \
-name openshift4-control-plane-group \
-dc MyDatacenter -cluster MyCluster \
-enable \
-anti-affinity master-0 master-1 master-2
After creating the rule, your control plane nodes are automatically migrated by vSphere so they are not running on the same hosts. This might take some time while vSphere reconciles the new rule. Successful command completion is shown in the following procedure.
The migration occurs automatically and might cause brief OpenShift API outage or latency until the migration finishes. |
The vSphere DRS anti-affinity rules need to be updated manually in the event of a control plane VM name change or migration to a new vSphere Cluster.
Remove any existing DRS anti-affinity rule by running the following command:
$ govc cluster.rule.remove \
-name openshift4-control-plane-group \
-dc MyDatacenter -cluster MyCluster
[13-10-22 09:33:24] Reconfigure /MyDatacenter/host/MyCluster...OK
Create the rule again with updated names by running the following command:
$ govc cluster.rule.create \
-name openshift4-control-plane-group \
-dc MyDatacenter -cluster MyOtherCluster \
-enable \
-anti-affinity master-0 master-1 master-2
See About remote health monitoring for more information about the Telemetry service
If necessary, you can opt out of remote health reporting.
Optional: View the events from the vSphere Problem Detector Operator to determine if the cluster has permission or storage configuration issues.
Optional: if you created encrypted virtual machines, create an encrypted storage class.