Chapter 2. Installing a cluster on vSphere
Chapter 2. Installing a cluster on vSphere In OpenShift Container Platform version 4.12, you can install a cluster on your VMware vSphere instance by using installer-provisioned infrastructure. Note OpenShift Container Platform supports deploying a cluster to a single VMware vCenter only. Deploying a cluster with machines/machine sets on multiple vCenters is not supported. 2.1. Prerequisites You reviewed details about the OpenShift Container Platform 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. The OpenShift Container Platform installer 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. Note Be sure to also review this site list if you are configuring a proxy. 2.2. Internet access for OpenShift Container Platform In OpenShift Container Platform 4.12, you require access to the internet to install your cluster. You must have internet access to: Access OpenShift Cluster Manager Hybrid Cloud Console to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster. Access Quay.io to obtain the packages that are required to install your cluster. Obtain the packages that are required to perform cluster updates. Important If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry. 2.3. VMware vSphere infrastructure requirements You must install an OpenShift Container Platform cluster on one of the following versions of a VMware vSphere instance that meets the requirements for the components that you use: Version 7.0 Update 2 or later, or VMware Cloud Foundation 4.3 or later Version 8.0 Update 1 or later, or VMware Cloud Foundation 5.0 or later You can host the VMware vSphere infrastructure on-premise or on a VMware Cloud Verified provider that meets the requirements outlined in the following table: Table 2.1. Version requirements for vSphere virtual environments Virtual environment product Required version VMware virtual hardware 15 or later vSphere ESXi hosts 7.0 Update 2 or later, or VMware Cloud Foundation 4.3 or later; 8.0 Update 1 or later, or VMware Cloud Foundation 5.0 or later vCenter host 7.0 Update 2 or later, or VMware Cloud Foundation 4.3 or later; 8.0 Update 1 or later, or VMware Cloud Foundation 5.0 or later Important Installing a cluster on VMware vSphere versions 7.0 and 7.0 Update 1 is deprecated. These versions are still fully supported, but all vSphere 6.x versions are no longer supported. Version 4.12 of OpenShift Container Platform requires VMware virtual hardware version 15 or later. To update the hardware version for your vSphere virtual machines, see the "Updating hardware on nodes running in vSphere" article in the Updating clusters section. Table 2.2. Minimum supported vSphere version for VMware components Component Minimum supported versions Description Hypervisor vSphere 7.0 Update 2 or later, or VMware Cloud Foundation 4.3 or later; vSphere 8.0 Update 1 or later, or VMware Cloud Foundation 5.0 or later with virtual hardware version 15 This hypervisor version is the minimum version that Red Hat Enterprise Linux CoreOS (RHCOS) supports. For more information about supported hardware on the latest version of Red Hat Enterprise Linux (RHEL) that is compatible with RHCOS, see Hardware on the Red Hat Customer Portal. Storage with in-tree drivers vSphere 7.0 Update 2 or later; 8.0 Update 1 or later This plugin creates vSphere storage by using the in-tree storage drivers for vSphere included in OpenShift Container Platform. Optional: Networking (NSX-T) vSphere 7.0 Update 2 or later, or VMware Cloud Foundation 4.3 or later; vSphere 8.0 Update 1 or later, or VMware Cloud Foundation 5.0 or later For more information about the compatibility of NSX and OpenShift Container Platform, see the Release Notes section of VMware's NSX container plugin documentation . Important You must ensure that the time on your ESXi hosts is synchronized before you install OpenShift Container Platform. See Edit Time Configuration for a Host in the VMware documentation. 2.4. Network connectivity requirements You must configure the network connectivity between machines to allow OpenShift Container Platform cluster components to communicate. Review the following details about the required network ports. Table 2.3. Ports used for all-machine to all-machine communications Protocol Port Description VRRP N/A Required for keepalived ICMP N/A Network reachability tests TCP 1936 Metrics 9000 - 9999 Host level services, including the node exporter on ports 9100 - 9101 and the Cluster Version Operator on port 9099 . 10250 - 10259 The default ports that Kubernetes reserves 10256 openshift-sdn UDP 4789 virtual extensible LAN (VXLAN) 6081 Geneve 9000 - 9999 Host level services, including the node exporter on ports 9100 - 9101 . 500 IPsec IKE packets 4500 IPsec NAT-T packets TCP/UDP 30000 - 32767 Kubernetes node port ESP N/A IPsec Encapsulating Security Payload (ESP) Table 2.4. Ports used for all-machine to control plane communications Protocol Port Description TCP 6443 Kubernetes API Table 2.5. Ports used for control plane machine to control plane machine communications Protocol Port Description TCP 2379 - 2380 etcd server and peer ports 2.5. VMware vSphere CSI Driver Operator requirements To install the vSphere CSI Driver Operator, the following requirements must be met: VMware vSphere version: 7.0 Update 2 or later, or VMware Cloud Foundation 4.3 or later; 8.0 Update 1 or later, or VMware Cloud Foundation 5.0 or later vCenter version: 7.0 Update 2 or later, or VMware Cloud Foundation 4.3 or later; 8.0 Update 1 or later, or VMware Cloud Foundation 5.0 or later Virtual machines of hardware version 15 or later No third-party vSphere CSI driver already installed in the cluster If a third-party vSphere CSI driver is present in the cluster, OpenShift Container Platform does not overwrite it. The presence of a third-party vSphere CSI driver prevents OpenShift Container Platform from updating to OpenShift Container Platform 4.13 or later. Note The VMware vSphere CSI Driver Operator is supported only on clusters deployed with platform: vsphere in the installation manifest. Additional resources To remove a third-party vSphere CSI driver, see Removing a third-party vSphere CSI Driver . To update the hardware version for your vSphere nodes, see Updating hardware on nodes running in vSphere . 2.6. vCenter requirements Before you install an OpenShift Container Platform cluster on your vCenter that uses infrastructure that the installer provisions, you must prepare your environment. Required vCenter account privileges To install an OpenShift Container Platform cluster in a vCenter, the installation program requires access to an account with privileges to read and create the required resources. Using an account that has global administrative privileges is the simplest way to access all of the necessary permissions. If you cannot use an account with global administrative privileges, you must create roles to grant the privileges necessary for OpenShift Container Platform cluster installation. While most of the privileges are always required, some are required only if you plan for the installation program to provision a folder to contain the OpenShift Container Platform cluster on your vCenter instance, which is the default behavior. You must create or amend vSphere roles for the specified objects to grant the required privileges. An additional role is required if the installation program is to create a vSphere virtual machine folder. Example 2.1. Roles and privileges required for installation in vSphere API vSphere object for role When required Required privileges in vSphere API vSphere vCenter Always Cns.Searchable InventoryService.Tagging.AttachTag InventoryService.Tagging.CreateCategory InventoryService.Tagging.CreateTag InventoryService.Tagging.DeleteCategory InventoryService.Tagging.DeleteTag InventoryService.Tagging.EditCategory InventoryService.Tagging.EditTag Sessions.ValidateSession StorageProfile.Update StorageProfile.View vSphere vCenter Cluster If VMs will be created in the cluster root Host.Config.Storage Resource.AssignVMToPool VApp.AssignResourcePool VApp.Import VirtualMachine.Config.AddNewDisk vSphere vCenter Resource Pool If an existing resource pool is provided Host.Config.Storage Resource.AssignVMToPool VApp.AssignResourcePool VApp.Import VirtualMachine.Config.AddNewDisk vSphere Datastore Always Datastore.AllocateSpace Datastore.Browse Datastore.FileManagement InventoryService.Tagging.ObjectAttachable vSphere Port Group Always Network.Assign Virtual Machine Folder Always InventoryService.Tagging.ObjectAttachable Resource.AssignVMToPool VApp.Import VirtualMachine.Config.AddExistingDisk VirtualMachine.Config.AddNewDisk VirtualMachine.Config.AddRemoveDevice VirtualMachine.Config.AdvancedConfig VirtualMachine.Config.Annotation VirtualMachine.Config.CPUCount VirtualMachine.Config.DiskExtend VirtualMachine.Config.DiskLease VirtualMachine.Config.EditDevice VirtualMachine.Config.Memory VirtualMachine.Config.RemoveDisk VirtualMachine.Config.Rename VirtualMachine.Config.ResetGuestInfo VirtualMachine.Config.Resource VirtualMachine.Config.Settings VirtualMachine.Config.UpgradeVirtualHardware VirtualMachine.Interact.GuestControl VirtualMachine.Interact.PowerOff VirtualMachine.Interact.PowerOn VirtualMachine.Interact.Reset VirtualMachine.Inventory.Create VirtualMachine.Inventory.CreateFromExisting VirtualMachine.Inventory.Delete VirtualMachine.Provisioning.Clone VirtualMachine.Provisioning.MarkAsTemplate VirtualMachine.Provisioning.DeployTemplate vSphere vCenter Datacenter If the installation program creates the virtual machine folder. For UPI, VirtualMachine.Inventory.Create and VirtualMachine.Inventory.Delete privileges are optional if your cluster does not use the Machine API. InventoryService.Tagging.ObjectAttachable Resource.AssignVMToPool VApp.Import VirtualMachine.Config.AddExistingDisk VirtualMachine.Config.AddNewDisk VirtualMachine.Config.AddRemoveDevice VirtualMachine.Config.AdvancedConfig VirtualMachine.Config.Annotation VirtualMachine.Config.CPUCount VirtualMachine.Config.DiskExtend VirtualMachine.Config.DiskLease VirtualMachine.Config.EditDevice VirtualMachine.Config.Memory VirtualMachine.Config.RemoveDisk VirtualMachine.Config.Rename VirtualMachine.Config.ResetGuestInfo VirtualMachine.Config.Resource VirtualMachine.Config.Settings VirtualMachine.Config.UpgradeVirtualHardware VirtualMachine.Interact.GuestControl VirtualMachine.Interact.PowerOff VirtualMachine.Interact.PowerOn VirtualMachine.Interact.Reset VirtualMachine.Inventory.Create VirtualMachine.Inventory.CreateFromExisting VirtualMachine.Inventory.Delete VirtualMachine.Provisioning.Clone VirtualMachine.Provisioning.DeployTemplate VirtualMachine.Provisioning.MarkAsTemplate Folder.Create Folder.Delete Example 2.2. Roles and privileges required for installation in vCenter graphical user interface (GUI) vSphere object for role When required Required privileges in vCenter GUI vSphere vCenter Always Cns.Searchable "vSphere Tagging"."Assign or Unassign vSphere Tag" "vSphere Tagging"."Create vSphere Tag Category" "vSphere Tagging"."Create vSphere Tag" vSphere Tagging"."Delete vSphere Tag Category" "vSphere Tagging"."Delete vSphere Tag" "vSphere Tagging"."Edit vSphere Tag Category" "vSphere Tagging"."Edit vSphere Tag" Sessions."Validate session" "Profile-driven storage"."Profile-driven storage update" "Profile-driven storage"."Profile-driven storage view" vSphere vCenter Cluster If VMs will be created in the cluster root Host.Configuration."Storage partition configuration" Resource."Assign virtual machine to resource pool" VApp."Assign resource pool" VApp.Import "Virtual machine"."Change Configuration"."Add new disk" vSphere vCenter Resource Pool If an existing resource pool is provided Host.Configuration."Storage partition configuration" Resource."Assign virtual machine to resource pool" VApp."Assign resource pool" VApp.Import "Virtual machine"."Change Configuration"."Add new disk" vSphere Datastore Always Datastore."Allocate space" Datastore."Browse datastore" Datastore."Low level file operations" "vSphere Tagging"."Assign or Unassign vSphere Tag on Object" vSphere Port Group Always Network."Assign network" Virtual Machine Folder Always "vSphere Tagging"."Assign or Unassign vSphere Tag on Object" Resource."Assign virtual machine to resource pool" VApp.Import "Virtual machine"."Change Configuration"."Add existing disk" "Virtual machine"."Change Configuration"."Add new disk" "Virtual machine"."Change Configuration"."Add or remove device" "Virtual machine"."Change Configuration"."Advanced configuration" "Virtual machine"."Change Configuration"."Set annotation" "Virtual machine"."Change Configuration"."Change CPU count" "Virtual machine"."Change Configuration"."Extend virtual disk" "Virtual machine"."Change Configuration"."Acquire disk lease" "Virtual machine"."Change Configuration"."Modify device settings" "Virtual machine"."Change Configuration"."Change Memory" "Virtual machine"."Change Configuration"."Remove disk" "Virtual machine"."Change Configuration".Rename "Virtual machine"."Change Configuration"."Reset guest information" "Virtual machine"."Change Configuration"."Change resource" "Virtual machine"."Change Configuration"."Change Settings" "Virtual machine"."Change Configuration"."Upgrade virtual machine compatibility" "Virtual machine".Interaction."Guest operating system management by VIX API" "Virtual machine".Interaction."Power off" "Virtual machine".Interaction."Power on" "Virtual machine".Interaction.Reset "Virtual machine"."Edit Inventory"."Create new" "Virtual machine"."Edit Inventory"."Create from existing" "Virtual machine"."Edit Inventory"."Remove" "Virtual machine".Provisioning."Clone virtual machine" "Virtual machine".Provisioning."Mark as template" "Virtual machine".Provisioning."Deploy template" vSphere vCenter Datacenter If the installation program creates the virtual machine folder. For UPI, VirtualMachine.Inventory.Create and VirtualMachine.Inventory.Delete privileges are optional if your cluster does not use the Machine API. "vSphere Tagging"."Assign or Unassign vSphere Tag on Object" Resource."Assign virtual machine to resource pool" VApp.Import "Virtual machine"."Change Configuration"."Add existing disk" "Virtual machine"."Change Configuration"."Add new disk" "Virtual machine"."Change Configuration"."Add or remove device" "Virtual machine"."Change Configuration"."Advanced configuration" "Virtual machine"."Change Configuration"."Set annotation" "Virtual machine"."Change Configuration"."Change CPU count" "Virtual machine"."Change Configuration"."Extend virtual disk" "Virtual machine"."Change Configuration"."Acquire disk lease" "Virtual machine"."Change Configuration"."Modify device settings" "Virtual machine"."Change Configuration"."Change Memory" "Virtual machine"."Change Configuration"."Remove disk" "Virtual machine"."Change Configuration".Rename "Virtual machine"."Change Configuration"."Reset guest information" "Virtual machine"."Change Configuration"."Change resource" "Virtual machine"."Change Configuration"."Change Settings" "Virtual machine"."Change Configuration"."Upgrade virtual machine compatibility" "Virtual machine".Interaction."Guest operating system management by VIX API" "Virtual machine".Interaction."Power off" "Virtual machine".Interaction."Power on" "Virtual machine".Interaction.Reset "Virtual machine"."Edit Inventory"."Create new" "Virtual machine"."Edit Inventory"."Create from existing" "Virtual machine"."Edit Inventory"."Remove" "Virtual machine".Provisioning."Clone virtual machine" "Virtual machine".Provisioning."Deploy template" "Virtual machine".Provisioning."Mark as template" Folder."Create folder" Folder."Delete folder" Additionally, the user requires some ReadOnly permissions, and some of the roles require permission to propogate the permissions to child objects. These settings vary depending on whether or not you install the cluster into an existing folder. Example 2.3. Required permissions and propagation settings vSphere object When required Propagate to children Permissions required vSphere vCenter Always False Listed required privileges vSphere vCenter Datacenter Existing folder False ReadOnly permission Installation program creates the folder True Listed required privileges vSphere vCenter Cluster Existing resource pool False ReadOnly permission VMs in cluster root True Listed required privileges vSphere vCenter Datastore Always False Listed required privileges vSphere Switch Always False ReadOnly permission vSphere Port Group Always False Listed required privileges vSphere vCenter Virtual Machine Folder Existing folder True Listed required privileges vSphere vCenter Resource Pool Existing resource pool True Listed required privileges For more information about creating an account with only the required privileges, see vSphere Permissions and User Management Tasks in the vSphere documentation. Using OpenShift Container Platform with vMotion If you intend on using vMotion in your vSphere environment, consider the following before installing an OpenShift Container Platform cluster. OpenShift Container Platform generally supports compute-only vMotion, where generally implies that you meet all VMware best practices for vMotion. To help ensure the uptime of your compute and control plane nodes, ensure that you follow the VMware best practices for vMotion, and use VMware anti-affinity rules to improve the availability of OpenShift Container Platform during maintenance or hardware issues. For more information about vMotion and anti-affinity rules, see the VMware vSphere documentation for vMotion networking requirements and VM anti-affinity rules . Using Storage vMotion can cause issues and is not supported. If you are using vSphere volumes in your pods, migrating a VM across datastores, either manually or through Storage vMotion, causes invalid references within OpenShift Container Platform persistent volume (PV) objects that can result in data loss. OpenShift Container Platform does not support selective migration of VMDKs across datastores, using datastore clusters for VM provisioning or for dynamic or static provisioning of PVs, or using a datastore that is part of a datastore cluster for dynamic or static provisioning of PVs. Cluster resources When you deploy an OpenShift Container Platform cluster that uses installer-provisioned infrastructure, the installation program must be able to create several resources in your vCenter instance. A standard OpenShift Container Platform installation creates the following vCenter resources: 1 Folder 1 Tag category 1 Tag Virtual machines: 1 template 1 temporary bootstrap node 3 control plane nodes 3 compute machines Although these resources use 856 GB of storage, the bootstrap node is destroyed during the cluster installation process. A minimum of 800 GB of storage is required to use a standard cluster. If you deploy more compute machines, the OpenShift Container Platform cluster will use more storage. Cluster limits Available resources vary between clusters. The number of possible clusters within a vCenter is limited primarily by available storage space and any limitations on the number of required resources. Be sure to consider both limitations to the vCenter resources that the cluster creates and the resources that you require to deploy a cluster, such as IP addresses and networks. Networking requirements You can use Dynamic Host Configuration Protocol (DHCP) for the network and configure the DHCP server to set persistent IP addresses to machines in your cluster. In the DHCP lease, you must configure the DHCP to use the default gateway. Note You do not need to use the DHCP for the network if you want to provision nodes with static IP addresses. If you are installing to a restricted environment, the VM in your restricted network must have access to vCenter so that it can provision and manage nodes, persistent volume claims (PVCs), and other resources. Note Ensure that each OpenShift Container Platform node in the cluster has access to a Network Time Protocol (NTP) server that is discoverable by DHCP. Installation is possible without an NTP server. However, asynchronous server clocks can cause errors, which the NTP server prevents. Additionally, you must create the following networking resources before you install the OpenShift Container Platform cluster: Required IP Addresses An installer-provisioned vSphere installation requires two static IP addresses: The API address is used to access the cluster API. The Ingress address is used for cluster ingress traffic. You must provide these IP addresses to the installation program when you install the OpenShift Container Platform cluster. DNS records You must create DNS records for two static IP addresses in the appropriate DNS server for the vCenter instance that hosts your OpenShift Container Platform cluster. In each record, <cluster_name> is the cluster name and <base_domain> is the cluster base domain that you specify when you install the cluster. A complete DNS record takes the form: <component>.<cluster_name>.<base_domain>. . Table 2.6. Required DNS records Component Record Description API VIP api.<cluster_name>.<base_domain>. This DNS A/AAAA or CNAME record must point to the load balancer for the control plane machines. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster. Ingress VIP *.apps.<cluster_name>.<base_domain>. A wildcard DNS A/AAAA or CNAME record that points to the load balancer that targets the machines that run the Ingress router pods, which are the worker nodes by default. This record must be resolvable by both clients external to the cluster and from all the nodes within the cluster. 2.7. Generating a key pair for cluster node SSH access During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) nodes through their Ignition config files and is used to authenticate SSH access to the nodes. The key is added to the ~/.ssh/authorized_keys list for the core user on each node, which enables password-less authentication. After the key is passed to the nodes, you can use the key pair to SSH in to the RHCOS nodes as the user core . To access the nodes through SSH, the private key identity must be managed by SSH for your local user. If you want to SSH in to your cluster nodes to perform installation debugging or disaster recovery, you must provide the SSH public key during the installation process. The ./openshift-install gather command also requires the SSH public key to be in place on the cluster nodes. Important Do not skip this procedure in production environments, where disaster recovery and debugging is required. Note You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs . Procedure If you do not have an existing SSH key pair on your local machine to use for authentication onto your cluster nodes, create one. For example, on a computer that uses a Linux operating system, run the following command: USD ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1 1 Specify the path and file name, such as ~/.ssh/id_ed25519 , of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory. Note If you plan to install an OpenShift Container Platform cluster that uses FIPS validated or Modules In Process cryptographic libraries on the x86_64 , ppc64le , and s390x architectures. do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm. View the public SSH key: USD cat <path>/<file_name>.pub For example, run the following to view the ~/.ssh/id_ed25519.pub public key: USD cat ~/.ssh/id_ed25519.pub Add the SSH private key identity to the SSH agent for your local user, if it has not already been added. SSH agent management of the key is required for password-less SSH authentication onto your cluster nodes, or if you want to use the ./openshift-install gather command. Note On some distributions, default SSH private key identities such as ~/.ssh/id_rsa and ~/.ssh/id_dsa are managed automatically. If the ssh-agent process is not already running for your local user, start it as a background task: USD eval "USD(ssh-agent -s)" Example output Agent pid 31874 Note If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA. Add your SSH private key to the ssh-agent : USD ssh-add <path>/<file_name> 1 1 Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519 Example output Identity added: /home/<you>/<path>/<file_name> (<computer_name>) steps When you install OpenShift Container Platform, provide the SSH public key to the installation program. 2.8. Obtaining the installation program Before you install OpenShift Container Platform, download the installation file on the host you are using for installation. Prerequisites You have a machine that runs Linux, for example Red Hat Enterprise Linux 8, with 500 MB of local disk space. Important If you attempt to run the installation program on macOS, a known issue related to the golang compiler causes the installation of the OpenShift Container Platform cluster to fail. For more information about this issue, see the section named "Known Issues" in the OpenShift Container Platform 4.12 release notes document. Procedure Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account. Select your infrastructure provider. Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files. Important The installation program creates several files on the computer that you use to install your cluster. You must keep the installation program and the files that the installation program creates after you finish installing the cluster. Both files are required to delete the cluster. Important Deleting the files created by the installation program does not remove your cluster, even if the cluster failed during installation. To remove your cluster, complete the OpenShift Container Platform uninstallation procedures for your specific cloud provider. Extract the installation program. For example, on a computer that uses a Linux operating system, run the following command: USD tar -xvf openshift-install-linux.tar.gz Download your installation pull secret from the Red Hat OpenShift Cluster Manager . 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 OpenShift Container Platform components. 2.9. Adding vCenter root CA certificates to your system trust Because the installation program requires access to your vCenter's API, you must add your vCenter's trusted root CA certificates to your system trust before you install an OpenShift Container Platform cluster. Procedure From the vCenter home page, download the vCenter's root CA certificates. Click Download trusted root CA certificates in the vSphere Web Services SDK section. The <vCenter>/certs/download.zip file downloads. Extract the compressed file that contains the vCenter root CA certificates. The contents of the compressed file resemble the following file structure: Add the files for your operating system to the system trust. For example, on a Fedora operating system, run the following command: # cp certs/lin/* /etc/pki/ca-trust/source/anchors Update your system trust. For example, on a Fedora operating system, run the following command: # update-ca-trust extract 2.10. Deploying the cluster You can install OpenShift Container Platform on a compatible cloud platform. Important You can run the create cluster command of the installation program only once, during initial installation. Prerequisites Obtain the OpenShift Container Platform installation program and the pull secret for your cluster. Verify the cloud provider account on your host has the correct permissions to deploy the cluster. An account with incorrect permissions causes the installation process to fail with an error message that displays the missing permissions. Procedure Change to the directory that contains the installation program and initialize the cluster deployment: USD ./openshift-install create cluster --dir <installation_directory> \ 1 --log-level=info 2 1 For <installation_directory> , specify the directory name to store the files that the installation program creates. 2 To view different installation details, specify warn , debug , or error instead of info . When specifying the directory: Verify that the directory has the execute permission. This permission is required to run Terraform binaries under the installation directory. Use an empty directory. Some installation assets, such as bootstrap X.509 certificates, have short expiration intervals, therefore 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 OpenShift Container Platform version. Provide values at the prompts: Optional: Select an SSH key to use to access your cluster machines. Note For production OpenShift Container Platform clusters on which you want to perform installation debugging or disaster recovery, specify an SSH key that your ssh-agent process uses. Select vsphere as the platform to target. Specify the name of your vCenter instance. Specify the user name and password for the vCenter account that has the required permissions to create the cluster. The installation program connects to your vCenter instance. Important Some VMware vCenter Single Sign-On (SSO) environments with Active Directory (AD) integration might primarily require you to use the traditional login method, which requires the <domain>\ construct. To ensure that vCenter account permission checks complete properly, consider using the User Principal Name (UPN) login method, such as <username>@<fully_qualified_domainname> . Select the data center in your vCenter instance to connect to. Select the default vCenter datastore to use. Note Datastore and cluster names cannot exceed 60 characters; therefore, ensure the combined string length does not exceed the 60 character limit. Select the vCenter cluster to install the OpenShift Container Platform cluster in. The installation program uses the root resource pool of the vSphere cluster as the default resource pool. Select the network in the vCenter instance that contains the virtual IP addresses and DNS records that you configured. Enter the virtual IP address that you configured for control plane API access. Enter the virtual IP address that you configured for cluster ingress. Enter the base domain. This base domain must be the same one that you used in the DNS records that you configured. Enter a descriptive name for your cluster. The cluster name must be the same one that you used in the DNS records that you configured. Note Datastore and cluster names cannot exceed 60 characters; therefore, ensure the combined string length does not exceed the 60 character limit. Paste the pull secret from the Red Hat OpenShift Cluster Manager . Note If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed. Verification When the cluster deployment completes successfully: The terminal displays directions for accessing your cluster, including a link to the web console and credentials for the kubeadmin user. Credential information also outputs to <installation_directory>/.openshift_install.log . Important Do not delete the installation program or the files that the installation program creates. Both are required to delete the cluster. Example output ... INFO Install complete! INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig' INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com INFO Login to the console with user: "kubeadmin", and password: "password" INFO Time elapsed: 36m22s Important The Ignition config files that the installation program generates contain certificates that expire after 24 hours, which are then renewed at that time. If the cluster is shut down before renewing the certificates and the cluster is later restarted after the 24 hours have elapsed, the cluster automatically recovers the expired certificates. The exception is that you must manually approve the pending node-bootstrapper certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for Recovering from expired control plane certificates for more information. It is recommended that you use Ignition config files within 12 hours after they are generated because the 24-hour certificate rotates from 16 to 22 hours after the cluster is installed. By using the Ignition config files within 12 hours, you can avoid installation failure if the certificate update runs during installation. 2.11. Installing the OpenShift CLI by downloading the binary You can install the OpenShift CLI ( oc ) to interact with OpenShift Container Platform from a command-line interface. You can install oc on Linux, Windows, or macOS. Important If you installed an earlier version of oc , you cannot use it to complete all of the commands in OpenShift Container Platform 4.12. Download and install the new version of oc . Installing the OpenShift CLI on Linux You can install the OpenShift CLI ( oc ) binary on Linux by using the following procedure. Procedure Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal. Select the architecture from the Product Variant drop-down list. Select the appropriate version from the Version drop-down list. Click Download Now to the OpenShift v4.12 Linux Client entry and save the file. Unpack the archive: USD tar xvf <file> Place the oc binary in a directory that is on your PATH . To check your PATH , execute the following command: USD echo USDPATH Verification After you install the OpenShift CLI, it is available using the oc command: USD oc <command> Installing the OpenShift CLI on Windows You can install the OpenShift CLI ( oc ) binary on Windows by using the following procedure. Procedure Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal. Select the appropriate version from the Version drop-down list. Click Download Now to the OpenShift v4.12 Windows Client entry and save the file. Unzip the archive with a ZIP program. Move the oc binary to a directory that is on your PATH . To check your PATH , open the command prompt and execute the following command: C:\> path Verification After you install the OpenShift CLI, it is available using the oc command: C:\> oc <command> Installing the OpenShift CLI on macOS You can install the OpenShift CLI ( oc ) binary on macOS by using the following procedure. Procedure Navigate to the OpenShift Container Platform downloads page on the Red Hat Customer Portal. Select the appropriate version from the Version drop-down list. Click Download Now to the OpenShift v4.12 macOS Client entry and save the file. Note For macOS arm64, choose the OpenShift v4.12 macOS arm64 Client entry. Unpack and unzip the archive. Move the oc binary to a directory on your PATH. To check your PATH , open a terminal and execute the following command: USD echo USDPATH Verification After you install the OpenShift CLI, it is available using the oc command: USD oc <command> 2.12. Logging in to the cluster by using the CLI 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 OpenShift Container Platform installation. Prerequisites You deployed an OpenShift Container Platform cluster. You installed the oc CLI. Procedure Export the kubeadmin credentials: USD 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: USD oc whoami Example output system:admin 2.13. Creating registry storage After you install the cluster, you must create storage for the registry Operator. 2.13.1. Image registry removed during installation 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. 2.13.2. Image registry storage configuration 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. 2.13.2.1. Configuring registry storage for VMware vSphere As a cluster administrator, following installation you must configure your registry to use storage. Prerequisites Cluster administrator permissions. A cluster on VMware vSphere. Persistent storage provisioned for your cluster, such as Red Hat OpenShift Data Foundation. Important OpenShift Container Platform supports ReadWriteOnce access for image registry storage when you have only one replica. ReadWriteOnce access also requires that the registry uses the Recreate rollout strategy. To deploy an image registry that supports high availability with two or more replicas, ReadWriteMany access is required. Must have "100Gi" capacity. Important 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 OpenShift Container Platform core components. Procedure To configure your registry to use storage, change the spec.storage.pvc in the configs.imageregistry/cluster resource. Note When you use shared storage, review your security settings to prevent outside access. Verify that you do not have a registry pod: USD oc get pod -n openshift-image-registry -l docker-registry=default Example output No resourses found in openshift-image-registry namespace Note If you do have a registry pod in your output, you do not need to continue with this procedure. Check the registry configuration: USD oc edit configs.imageregistry.operator.openshift.io Example output 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: USD oc get clusteroperator image-registry Example output NAME VERSION AVAILABLE PROGRESSING DEGRADED SINCE MESSAGE image-registry 4.7 True False False 6h50m 2.13.2.2. Configuring block registry storage for VMware vSphere 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. Important 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. Procedure 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: USD 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: USD 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: USD oc edit config.imageregistry.operator.openshift.io -o yaml Example output 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 . 2.14. Backing up VMware vSphere volumes OpenShift Container Platform provisions new volumes as independent persistent disks to freely attach and detach the volume on any node in the cluster. As a consequence, it is not possible to back up volumes that use snapshots, or to restore volumes from snapshots. See Snapshot Limitations for more information. Procedure To create a backup of persistent volumes: Stop the application that is using the persistent volume. Clone the persistent volume. Restart the application. Create a backup of the cloned volume. Delete the cloned volume. 2.15. Telemetry access for OpenShift Container Platform In OpenShift Container Platform 4.12, the Telemetry service, which runs by default to provide metrics about cluster health and the success of updates, requires internet access. If your cluster is connected to the internet, Telemetry runs automatically, and your cluster is registered to OpenShift Cluster Manager Hybrid Cloud Console . After you confirm that your OpenShift Cluster Manager Hybrid Cloud Console inventory is correct, either maintained automatically by Telemetry or manually by using OpenShift Cluster Manager, use subscription watch to track your OpenShift Container Platform subscriptions at the account or multi-cluster level. Additional resources See About remote health monitoring for more information about the Telemetry service 2.16. steps Customize your cluster . If necessary, you can opt out of remote health reporting . Set up your registry and configure registry storage . Optional: View the events from the vSphere Problem Detector Operator to determine if the cluster has permission or storage configuration issues.
ssh-keygen -t ed25519 -N '' -f <path>/<file_name> 1 cat <path>/<file_name>.pub cat ~/.ssh/id_ed25519.pub eval "USD(ssh-agent -s)" Agent pid 31874 ssh-add <path>/<file_name> 1 Identity added: /home/<you>/<path>/<file_name> (<computer_name>) tar -xvf openshift-install-linux.tar.gz certs ├── lin │ ├── 108f4d17.0 │ ├── 108f4d17.r1 │ ├── 7e757f6a.0 │ ├── 8e4f8471.0 │ └── 8e4f8471.r0 ├── mac │ ├── 108f4d17.0 │ ├── 108f4d17.r1 │ ├── 7e757f6a.0 │ ├── 8e4f8471.0 │ └── 8e4f8471.r0 └── win ├── 108f4d17.0.crt ├── 108f4d17.r1.crl ├── 7e757f6a.0.crt ├── 8e4f8471.0.crt └── 8e4f8471.r0.crl 3 directories, 15 files cp certs/lin/* /etc/pki/ca-trust/source/anchors update-ca-trust extract ./openshift-install create cluster --dir <installation_directory> \ 1 --log-level=info 2 INFO Install complete! INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig' INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com INFO Login to the console with user: "kubeadmin", and password: "password" INFO Time elapsed: 36m22s tar xvf <file> echo USDPATH oc <command> C:\> path C:\> oc <command> echo USDPATH oc <command> export KUBECONFIG=<installation_directory>/auth/kubeconfig 1 oc whoami system:admin oc get pod -n openshift-image-registry -l docker-registry=default No resourses found in openshift-image-registry namespace oc edit configs.imageregistry.operator.openshift.io storage: pvc: claim: 1 oc get clusteroperator image-registry NAME VERSION AVAILABLE PROGRESSING DEGRADED SINCE MESSAGE image-registry 4.7 True False False 6h50m oc patch config.imageregistry.operator.openshift.io/cluster --type=merge -p '{"spec":{"rolloutStrategy":"Recreate","replicas":1}}' kind: PersistentVolumeClaim apiVersion: v1 metadata: name: image-registry-storage 1 namespace: openshift-image-registry 2 spec: accessModes: - ReadWriteOnce 3 resources: requests: storage: 100Gi 4 oc create -f pvc.yaml -n openshift-image-registry oc edit config.imageregistry.operator.openshift.io -o yaml storage: pvc: claim: 1