Setting up the environment for an OKD installation

Preparing the provisioner node for OKD installation on IBM Cloud

Perform the following steps to prepare the provisioner node.

Procedure

1. Log in to the provisioner node via ssh.

2. Create a non-root user (kni) and provide that user with sudo privileges:

   # useradd kni

   # passwd kni

   # echo "kni ALL=(root) NOPASSWD:ALL" | tee -a /etc/sudoers.d/kni

   # chmod 0440 /etc/sudoers.d/kni

3. Create an ssh key for the new user:

   # su - kni -c "ssh-keygen -f /home/kni/.ssh/id_rsa -N ''"

4. Log in as the new user on the provisioner node:

   # su - kni

5. Use Red Hat Subscription Manager to register the provisioner node:

   $ sudo subscription-manager register --username=<user> --password=<pass> --auto-attach

   $ sudo subscription-manager repos --enable=rhel-8-for-x86_64-appstream-rpms \
                                     --enable=rhel-8-for-x86_64-baseos-rpms

   For more information about Red Hat Subscription Manager, see Using and Configuring Red Hat Subscription Manager.

6. Install the following packages:

   $ sudo dnf install -y libvirt qemu-kvm mkisofs python3-devel jq ipmitool

7. Modify the user to add the libvirt group to the newly created user:

   $ sudo usermod --append --groups libvirt kni

8. Start firewalld:

   $ sudo systemctl start firewalld

9. Enable firewalld:

   $ sudo systemctl enable firewalld

10. Start the http service:

    $ sudo firewall-cmd --zone=public --add-service=http --permanent

    $ sudo firewall-cmd --reload

11. Start and enable the libvirtd service:

    $ sudo systemctl enable libvirtd --now

12. Set the ID of the provisioner node:

    $ PRVN_HOST_ID=<ID>

    You can view the ID with the following ibmcloud command:

    $ ibmcloud sl hardware list

13. Set the ID of the public subnet:

    $ PUBLICSUBNETID=<ID>

    You can view the ID with the following ibmcloud command:

    $ ibmcloud sl subnet list

14. Set the ID of the private subnet:

    $ PRIVSUBNETID=<ID>

    You can view the ID with the following ibmcloud command:

    $ ibmcloud sl subnet list

15. Set the provisioner node public IP address:

    $ PRVN_PUB_IP=$(ibmcloud sl hardware detail $PRVN_HOST_ID --output JSON | jq .primaryIpAddress -r)

16. Set the CIDR for the public network:

    $ PUBLICCIDR=$(ibmcloud sl subnet detail $PUBLICSUBNETID --output JSON | jq .cidr)

17. Set the IP address and CIDR for the public network:

    $ PUB_IP_CIDR=$PRVN_PUB_IP/$PUBLICCIDR

18. Set the gateway for the public network:

    $ PUB_GATEWAY=$(ibmcloud sl subnet detail $PUBLICSUBNETID --output JSON | jq .gateway -r)

19. Set the private IP address of the provisioner node:

    $ PRVN_PRIV_IP=$(ibmcloud sl hardware detail $PRVN_HOST_ID --output JSON | \
                    jq .primaryBackendIpAddress -r)

20. Set the CIDR for the private network:

    $ PRIVCIDR=$(ibmcloud sl subnet detail $PRIVSUBNETID --output JSON | jq .cidr)

21. Set the IP address and CIDR for the private network:

    $ PRIV_IP_CIDR=$PRVN_PRIV_IP/$PRIVCIDR

22. Set the gateway for the private network:

    $ PRIV_GATEWAY=$(ibmcloud sl subnet detail $PRIVSUBNETID --output JSON | jq .gateway -r)

23. Set up the bridges for the baremetal and provisioning networks:

    $ sudo nohup bash -c "
       nmcli --get-values UUID con show | xargs -n 1 nmcli con delete
       nmcli connection add ifname provisioning type bridge con-name provisioning
       nmcli con add type bridge-slave ifname eth1 master provisioning
       nmcli connection add ifname baremetal type bridge con-name baremetal
       nmcli con add type bridge-slave ifname eth2 master baremetal
       nmcli connection modify baremetal ipv4.addresses $PUB_IP_CIDR ipv4.method manual ipv4.gateway $PUB_GATEWAY
       nmcli connection modify provisioning ipv4.addresses 172.22.0.1/24,$PRIV_IP_CIDR ipv4.method manual
       nmcli connection modify provisioning +ipv4.routes \"10.0.0.0/8 $PRIV_GATEWAY\"
       nmcli con down baremetal
       nmcli con up baremetal
       nmcli con down provisioning
       nmcli con up provisioning
       init 6
    "

    For eth1 and eth2, substitute the appropriate interface name, as needed.

24. If required, SSH back into the provisioner node:

    # ssh kni@provisioner.<cluster-name>.<domain>

25. Verify the connection bridges have been properly created:

    $ sudo nmcli con show

    Example output

    NAME               UUID                                  TYPE      DEVICE
    baremetal          4d5133a5-8351-4bb9-bfd4-3af264801530  bridge    baremetal
    provisioning       43942805-017f-4d7d-a2c2-7cb3324482ed  bridge    provisioning
    virbr0             d9bca40f-eee1-410b-8879-a2d4bb0465e7  bridge    virbr0
    bridge-slave-eth1  76a8ed50-c7e5-4999-b4f6-6d9014dd0812  ethernet  eth1
    bridge-slave-eth2  f31c3353-54b7-48de-893a-02d2b34c4736  ethernet  eth2

26. Create a pull-secret.txt file:

    $ vim pull-secret.txt

    In a web browser, navigate to Install on Bare Metal with user-provisioned infrastructure. In step 1, click Download pull secret. Paste the contents into the pull-secret.txt file and save the contents in the kni user’s home directory.

Configuring the public subnet

All of the OKD cluster nodes must be on the public subnet. IBM Cloud® does not provide a DHCP server on the subnet. Set it up separately on the provisioner node.

You must reset the BASH variables defined when preparing the provisioner node. Rebooting the provisioner node after preparing it will delete the BASH variables previously set.

Procedure

1. Install dnsmasq:

   $ sudo dnf install dnsmasq

2. Open the dnsmasq configuration file:

   $ sudo vi /etc/dnsmasq.conf

3. Add the following configuration to the dnsmasq configuration file:

   interface=baremetal
   except-interface=lo
   bind-dynamic
   log-dhcp
   dhcp-range=<ip_addr>,<ip_addr>,<pub_cidr> (1)
   dhcp-option=baremetal,121,0.0.0.0/0,<pub_gateway>,<prvn_priv_ip>,<prvn_pub_ip> (2)
   dhcp-hostsfile=/var/lib/dnsmasq/dnsmasq.hostsfile

   1	Set the DHCP range. Replace both instances of <ip_addr> with one unused IP address from the public subnet so that the dhcp-range for the baremetal network begins and ends with the same the IP address. Replace <pub_cidr> with the CIDR of the public subnet.
   2	Set the DHCP option. Replace <pub_gateway> with the IP address of the gateway for the baremetal network. Replace <prvn_priv_ip> with the IP address of the provisioner node’s private IP address on the provisioning network. Replace <prvn_pub_ip> with the IP address of the provisioner node’s public IP address on the baremetal network.

   To retrieve the value for <pub_cidr>, execute:

   $ ibmcloud sl subnet detail <publicsubnetid> --output JSON | jq .cidr

   Replace <publicsubnetid> with the ID of the public subnet.

   To retrieve the value for <pub_gateway>, execute:

   $ ibmcloud sl subnet detail <publicsubnetid> --output JSON | jq .gateway -r

   Replace <publicsubnetid> with the ID of the public subnet.

   To retrieve the value for <prvn_priv_ip>, execute:

   $ ibmcloud  sl hardware detail <id> --output JSON | \
               jq .primaryBackendIpAddress -r

   Replace <id> with the ID of the provisioner node.

   To retrieve the value for <prvn_pub_ip>, execute:

   $ ibmcloud sl hardware detail <id> --output JSON | jq .primaryIpAddress -r

   Replace <id> with the ID of the provisioner node.

4. Obtain the list of hardware for the cluster:

   $ ibmcloud sl hardware list

5. Obtain the MAC addresses and IP addresses for each node:

   $ ibmcloud sl hardware detail <id> --output JSON | \
     jq '.networkComponents[] | \
     "\(.primaryIpAddress) \(.macAddress)"' | grep -v null

   Replace <id> with the ID of the node.

   Example output

   "10.196.130.144 00:e0:ed:6a:ca:b4"
   "141.125.65.215 00:e0:ed:6a:ca:b5"

   Make a note of the MAC address and IP address of the public network. Make a separate note of the MAC address of the private network, which you will use later in the install-config.yaml file. Repeat this procedure for each node until you have all the public MAC and IP addresses for the public baremetal network, and the MAC addresses of the private provisioning network.

6. Add the MAC and IP address pair of the public baremetal network for each node into the dnsmasq.hostsfile file:

   $ sudo vim /var/lib/dnsmasq/dnsmasq.hostsfile

   Example input

   00:e0:ed:6a:ca:b5,141.125.65.215,master-0
   <mac>,<ip>,master-1
   <mac>,<ip>,master-2
   <mac>,<ip>,worker-0
   <mac>,<ip>,worker-1
   ...

   Replace <mac>,<ip> with the public MAC address and public IP address of the corresponding node name.

7. Start dnsmasq:

   $ sudo systemctl start dnsmasq

8. Enable dnsmasq so that it starts when booting the node:

   $ sudo systemctl enable dnsmasq

9. Verify dnsmasq is running:

   $ sudo systemctl status dnsmasq

   Example output

   ● dnsmasq.service - DNS caching server.
   Loaded: loaded (/usr/lib/systemd/system/dnsmasq.service; enabled; vendor preset: disabled)
   Active: active (running) since Tue 2021-10-05 05:04:14 CDT; 49s ago
   Main PID: 3101 (dnsmasq)
   Tasks: 1 (limit: 204038)
   Memory: 732.0K
   CGroup: /system.slice/dnsmasq.service
   └─3101 /usr/sbin/dnsmasq -k

10. Open ports 53 and 67 with UDP protocol:

    $ sudo firewall-cmd --add-port 53/udp --permanent

    $ sudo firewall-cmd --add-port 67/udp --permanent

11. Add provisioning to the external zone with masquerade:

    $ sudo firewall-cmd --change-zone=provisioning --zone=external --permanent

    This step ensures network address translation for IPMI calls to the management subnet.

12. Reload the firewalld configuration:

    $ sudo firewall-cmd --reload

Retrieving the OKD installer

Use the latest-4.x version of the installer to deploy the latest generally available version of OKD:

$ export VERSION=latest-4.9
export RELEASE_IMAGE=$(curl -s https://mirror.openshift.com/pub/openshift-v4/clients/ocp/$VERSION/release.txt | grep 'Pull From: quay.io' | awk -F ' ' '{print $3}')

Extracting the OKD installer

After retrieving the installer, the next step is to extract it.

Procedure

1. Set the environment variables:

   $ export cmd=openshift-baremetal-install
   $ export pullsecret_file=~/pull-secret.txt
   $ export extract_dir=$(pwd)

2. Get the oc binary:

   $ curl -s https://mirror.openshift.com/pub/openshift-v4/clients/ocp/$VERSION/openshift-client-linux.tar.gz | tar zxvf - oc

3. Extract the installer:

   $ sudo cp oc /usr/local/bin
   $ oc adm release extract --registry-config "${pullsecret_file}" --command=$cmd --to "${extract_dir}" ${RELEASE_IMAGE}
   $ sudo cp openshift-baremetal-install /usr/local/bin

Configuring the install-config.yaml file

The install-config.yaml file requires some additional details. Most of the information is teaching the installer and the resulting cluster enough about the available IBM Cloud® hardware so that it is able to fully manage it. The material difference between installing on bare metal and installing on IBM Cloud is that you must explicitly set the privilege level for IPMI in the BMC section of the install-config.yaml file.

Procedure

1. Configure install-config.yaml. Change the appropriate variables to match the environment, including pullSecret and sshKey.

   apiVersion: v1
   baseDomain: <domain>
   metadata:
     name: <cluster_name>
   networking:
     machineNetwork:
     - cidr: <public-cidr>
     networkType: OVNKubernetes
   compute:
   - name: worker
     replicas: 2
   controlPlane:
     name: master
     replicas: 3
     platform:
       baremetal: {}
   platform:
     baremetal:
       apiVIP: <api_ip>
       ingressVIP: <wildcard_ip>
       provisioningNetworkInterface: <NIC1>
       provisioningNetworkCIDR: <CIDR>
       hosts:
         - name: openshift-master-0
           role: master
           bmc:
             address: ipmi://10.196.130.145?privilegelevel=OPERATOR (1)
             username: root
             password: <password>
           bootMACAddress: 00:e0:ed:6a:ca:b4 (2)
           rootDeviceHints:
             deviceName: "/dev/sda"
         - name: openshift-worker-0
           role: worker
           bmc:
             address: ipmi://<out-of-band-ip>?privilegelevel=OPERATOR (1)
             username: <user>
             password: <password>
           bootMACAddress: <NIC1_mac_address> (2)
           rootDeviceHints:
             deviceName: "/dev/sda"
   pullSecret: '<pull_secret>'
   sshKey: '<ssh_pub_key>'

   1	The bmc.address provides a privilegelevel configuration setting with the value set to OPERATOR. This is required for IBM Cloud.
   2	Add the MAC address of the private provisioning network NIC for the corresponding node.

   You can use the ibmcloud command-line utility to retrieve the password. $ ibmcloud sl hardware detail <id> —output JSON | \ jq ‘“(.networkManagementIpAddress) (.remoteManagementAccounts[0].password)”‘ Replace <id> with the ID of the node.

2. Create a directory to store the cluster configuration:

   $ mkdir ~/clusterconfigs

3. Copy the install-config.yaml file into the directory:

   $ cp install-config.yaml ~/clusterconfig

4. Ensure all bare metal nodes are powered off prior to installing the OKD cluster:

   $ ipmitool -I lanplus -U <user> -P <password> -H <management_server_ip> power off

5. Remove old bootstrap resources if any are left over from a previous deployment attempt:

   for i in $(sudo virsh list | tail -n +3 | grep bootstrap | awk {'print $2'});
   do
     sudo virsh destroy $i;
     sudo virsh undefine $i;
     sudo virsh vol-delete $i --pool $i;
     sudo virsh vol-delete $i.ign --pool $i;
     sudo virsh pool-destroy $i;
     sudo virsh pool-undefine $i;
   done

Additional install-config parameters

See the following tables for the required parameters, the hosts parameter, and the bmc parameter for the install-config.yaml file.

metadata:
    name:

networking:
    machineNetwork:
    - cidr:

compute:
  - name: worker

compute:
    replicas: 2

controlPlane:
    name: master

controlPlane:
    replicas: 3

Hosts

The hosts parameter is a list of separate bare metal assets used to build the cluster.

Root device hints

The rootDeviceHints parameter enables the installer to provision the Fedora CoreOS (FCOS) image to a particular device. The installer examines the devices in the order it discovers them, and compares the discovered values with the hint values. The installer uses the first discovered device that matches the hint value. The configuration can combine multiple hints, but a device must match all hints for the installer to select it.

Example usage

     - name: master-0
       role: master
       bmc:
         address: ipmi://10.10.0.3:6203
         username: admin
         password: redhat
       bootMACAddress: de:ad:be:ef:00:40
       rootDeviceHints:
         deviceName: "/dev/sda"

Creating the OKD manifests

1. Create the OKD manifests.

   $ ./openshift-baremetal-install --dir ~/clusterconfigs create manifests

   INFO Consuming Install Config from target directory
   WARNING Making control-plane schedulable by setting MastersSchedulable to true for Scheduler cluster settings
   WARNING Discarding the OpenShift Manifest that was provided in the target directory because its dependencies are dirty and it needs to be regenerated

2. Copy the metal3-config.yaml file to the clusterconfigs/openshift directory.

   $ cp ~/metal3-config.yaml clusterconfigs/openshift/99_metal3-config.yaml

Deploying the cluster via the OKD installer

Run the OKD installer:

$ ./openshift-baremetal-install --dir ~/clusterconfigs --log-level debug create cluster

Following the installation

During the deployment process, you can check the installation’s overall status by issuing the tail command to the .openshift_install.log log file in the install directory folder.

$ tail -f /path/to/install-dir/.openshift_install.log