- Installing a user-provisioned bare metal cluster on a restricted network
- Prerequisites
- About installations in restricted networks
- Requirements for a cluster with user-provisioned infrastructure
- Preparing the user-provisioned infrastructure
- Validating DNS resolution for user-provisioned infrastructure
- Generating a key pair for cluster node SSH access
- Manually creating the installation configuration file
- Creating the Kubernetes manifest and Ignition config files
- Configuring chrony time service
- Installing FCOS and starting the OKD bootstrap process
- Installing FCOS by using an ISO image
- Installing FCOS by using PXE or iPXE booting
- Advanced FCOS installation configuration
- Using advanced networking options for PXE and ISO installations
- Disk partitioning
- Identifying Ignition configs
- Default console configuration
- Enabling the serial console for PXE and ISO installations
- Customizing a live FCOS ISO or PXE install
- Customizing a live FCOS ISO image
- Customizing a live FCOS PXE environment
- Advanced FCOS installation reference
- Networking and bonding options for ISO installations
- Configuring DHCP or static IP addresses
- Configuring an IP address without a static hostname
- Specifying multiple network interfaces
- Configuring default gateway and route
- Disabling DHCP on a single interface
- Combining DHCP and static IP configurations
- Configuring VLANs on individual interfaces
- Providing multiple DNS servers
- Bonding multiple network interfaces to a single interface
- Bonding multiple network interfaces to a single interface
- Using network teaming
coreos-installer
options for ISO and PXE installationscoreos.inst
boot options for ISO or PXE installations
- Networking and bonding options for ISO installations
- Enabling multipathing with kernel arguments on FCOS
- Updating the bootloader using bootupd
- Waiting for the bootstrap process to complete
- Logging in to the cluster by using the CLI
- Approving the certificate signing requests for your machines
- Initial Operator configuration
- Completing installation on user-provisioned infrastructure
- Next steps
Installing a user-provisioned bare metal cluster on a restricted network
In OKD 4.12, you can install a cluster on bare metal infrastructure that you provision in a restricted network.
While you might be able to follow this procedure to deploy a cluster on virtualized or cloud environments, you must be aware of additional considerations for non-bare metal platforms. Review the information in the guidelines for deploying OKD on non-tested platforms before you attempt to install an OKD cluster in such an environment. |
Prerequisites
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 created a registry on your mirror host and obtained the
imageContentSources
data for your version of OKD.Because the installation media is on the mirror host, you can use that computer to complete all installation steps.
You provisioned persistent storage for your cluster. To deploy a private image registry, your storage must provide ReadWriteMany access modes.
If you use a firewall and plan to use the Telemetry service, you configured the firewall to allow the sites that your cluster requires access to.
Be sure to also review this site list if you are configuring a proxy.
About installations in restricted networks
In OKD 4.12, you can perform an installation that does not require an active connection to the internet to obtain software components. Restricted network installations can be completed using installer-provisioned infrastructure or user-provisioned infrastructure, depending on the cloud platform to which you are installing the cluster.
If you choose to perform a restricted network installation on a cloud platform, you still require access to its cloud APIs. Some cloud functions, like Amazon Web Service’s Route 53 DNS and IAM services, require internet access. Depending on your network, you might require less internet access for an installation on bare metal hardware or on VMware vSphere.
To complete a restricted network installation, you must create a registry that mirrors the contents of the OKD registry and contains the installation media. You can create this registry on a mirror host, which can access both the internet and your closed network, or by using other methods that meet your restrictions.
Because of the complexity of the configuration for user-provisioned installations, consider completing a standard user-provisioned infrastructure installation before you attempt a restricted network installation using user-provisioned infrastructure. Completing this test installation might make it easier to isolate and troubleshoot any issues that might arise during your installation in a restricted network. |
Additional limits
Clusters in restricted networks have the following additional limitations and restrictions:
The
ClusterVersion
status includes anUnable to retrieve available updates
error.By default, you cannot use the contents of the Developer Catalog because you cannot access the required image stream tags.
Requirements for a cluster with user-provisioned infrastructure
For a cluster that contains user-provisioned infrastructure, you must deploy all of the required machines.
This section describes the requirements for deploying OKD on user-provisioned infrastructure.
Required machines for cluster installation
The smallest OKD clusters require the following hosts:
Hosts | Description |
---|---|
One temporary bootstrap machine | The cluster requires the bootstrap machine to deploy the OKD cluster on the three control plane machines. You can remove the bootstrap machine after you install the cluster. |
Three control plane machines | The control plane machines run the Kubernetes and OKD services that form the control plane. |
At least two compute machines, which are also known as worker machines. | The workloads requested by OKD users run on the compute machines. |
As an exception, you can run zero compute machines in a bare metal cluster that consists of three control plane machines only. This provides smaller, more resource efficient clusters for cluster administrators and developers to use for testing, development, and production. Running one compute machine is not supported. |
To maintain high availability of your cluster, use separate physical hosts for these cluster machines. |
The bootstrap and control plane machines must use Fedora CoreOS (FCOS) as the operating system. However, the compute machines can choose between Fedora CoreOS (FCOS), Fedora 8.4, or Fedora 8.5.
See Red Hat Enterprise Linux technology capabilities and limits.
Minimum resource requirements for cluster installation
Each cluster machine must meet the following minimum requirements:
Machine | Operating System | CPU [1] | RAM | Storage | IOPS [2] |
---|---|---|---|---|---|
Bootstrap | FCOS | 4 | 16 GB | 100 GB | 300 |
Control plane | FCOS | 4 | 16 GB | 100 GB | 300 |
Compute | FCOS | 2 | 8 GB | 100 GB | 300 |
One CPU is equivalent to one physical core when simultaneous multithreading (SMT), or hyperthreading, is not enabled. When enabled, use the following formula to calculate the corresponding ratio: (threads per core × cores) × sockets = CPUs.
OKD and Kubernetes are sensitive to disk performance, and faster storage is recommended, particularly for etcd on the control plane nodes which require a 10 ms p99 fsync duration. Note that on many cloud platforms, storage size and IOPS scale together, so you might need to over-allocate storage volume to obtain sufficient performance.
As with all user-provisioned installations, if you choose to use Fedora compute machines in your cluster, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Use of Fedora 7 compute machines is deprecated and has been removed in OKD 4.10 and later.
If an instance type for your platform meets the minimum requirements for cluster machines, it is supported to use in OKD.
Certificate signing requests management
Because your cluster has limited access to automatic machine management when you use infrastructure that you provision, you must provide a mechanism for approving cluster certificate signing requests (CSRs) after installation. The kube-controller-manager
only approves the kubelet client CSRs. The machine-approver
cannot guarantee the validity of a serving certificate that is requested by using kubelet credentials because it cannot confirm that the correct machine issued the request. You must determine and implement a method of verifying the validity of the kubelet serving certificate requests and approving them.
Additional resources
See Configuring a three-node cluster for details about deploying three-node clusters in bare metal environments.
See Approving the certificate signing requests for your machines for more information about approving cluster certificate signing requests after installation.
Networking requirements for user-provisioned infrastructure
All the Fedora CoreOS (FCOS) machines require networking to be configured in initramfs
during boot to fetch their Ignition config files.
During the initial boot, the machines require an IP address configuration that is set either through a DHCP server or statically by providing the required boot options. After a network connection is established, the machines download their Ignition config files from an HTTP or HTTPS server. The Ignition config files are then used to set the exact state of each machine. The Machine Config Operator completes more changes to the machines, such as the application of new certificates or keys, after installation.
It is recommended to use a DHCP server for long-term management of the cluster machines. Ensure that the DHCP server is configured to provide persistent IP addresses, DNS server information, and hostnames to the cluster machines.
If a DHCP service is not available for your user-provisioned infrastructure, you can instead provide the IP networking configuration and the address of the DNS server to the nodes at FCOS install time. These can be passed as boot arguments if you are installing from an ISO image. See the Installing FCOS and starting the OKD bootstrap process section for more information about static IP provisioning and advanced networking options. |
The Kubernetes API server must be able to resolve the node names of the cluster machines. If the API servers and worker nodes are in different zones, you can configure a default DNS search zone to allow the API server to resolve the node names. Another supported approach is to always refer to hosts by their fully-qualified domain names in both the node objects and all DNS requests.
Setting the cluster node hostnames through DHCP
On Fedora CoreOS (FCOS) machines, the hostname is set through NetworkManager. By default, the machines obtain their hostname through DHCP. If the hostname is not provided by DHCP, set statically through kernel arguments, or another method, it is obtained through a reverse DNS lookup. Reverse DNS lookup occurs after the network has been initialized on a node and can take time to resolve. Other system services can start prior to this and detect the hostname as localhost
or similar. You can avoid this by using DHCP to provide the hostname for each cluster node.
Additionally, setting the hostnames through DHCP can bypass any manual DNS record name configuration errors in environments that have a DNS split-horizon implementation.
Network connectivity requirements
You must configure the network connectivity between machines to allow OKD cluster components to communicate. Each machine must be able to resolve the hostnames of all other machines in the cluster.
This section provides details about the ports that are required.
Protocol | Port | Description |
---|---|---|
ICMP | N/A | Network reachability tests |
TCP |
| Metrics |
| Host level services, including the node exporter on ports | |
| The default ports that Kubernetes reserves | |
| openshift-sdn | |
UDP |
| VXLAN |
| Geneve | |
| Host level services, including the node exporter on ports | |
| IPsec IKE packets | |
| IPsec NAT-T packets | |
TCP/UDP |
| Kubernetes node port |
ESP | N/A | IPsec Encapsulating Security Payload (ESP) |
Protocol | Port | Description |
---|---|---|
TCP |
| Kubernetes API |
Protocol | Port | Description |
---|---|---|
TCP |
| etcd server and peer ports |
NTP configuration for user-provisioned infrastructure
OKD clusters are configured to use a public Network Time Protocol (NTP) server by default. If you want to use a local enterprise NTP server, or if your cluster is being deployed in a disconnected network, you can configure the cluster to use a specific time server. For more information, see the documentation for Configuring chrony time service.
If a DHCP server provides NTP server information, the chrony time service on the Fedora CoreOS (FCOS) machines read the information and can sync the clock with the NTP servers.
Additional resources
User-provisioned DNS requirements
In OKD deployments, DNS name resolution is required for the following components:
The Kubernetes API
The OKD application wildcard
The bootstrap, control plane, and compute machines
Reverse DNS resolution is also required for the Kubernetes API, the bootstrap machine, the control plane machines, and the compute machines.
DNS A/AAAA or CNAME records are used for name resolution and PTR records are used for reverse name resolution. The reverse records are important because Fedora CoreOS (FCOS) uses the reverse records to set the hostnames for all the nodes, unless the hostnames are provided by DHCP. Additionally, the reverse records are used to generate the certificate signing requests (CSR) that OKD needs to operate.
It is recommended to use a DHCP server to provide the hostnames to each cluster node. See the DHCP recommendations for user-provisioned infrastructure section for more information. |
The following DNS records are required for a user-provisioned OKD cluster and they must be in place before installation. In each record, <cluster_name>
is the cluster name and <base_domain>
is the base domain that you specify in the install-config.yaml
file. A complete DNS record takes the form: <component>.<cluster_name>.<base_domain>.
.
Component | Record | Description | |
---|---|---|---|
Kubernetes API |
| A DNS A/AAAA or CNAME record, and a DNS PTR record, to identify the API load balancer. These records must be resolvable by both clients external to the cluster and from all the nodes within the cluster. | |
| A DNS A/AAAA or CNAME record, and a DNS PTR record, to internally identify the API load balancer. These records must be resolvable from all the nodes within the cluster.
| ||
Routes |
| A wildcard DNS A/AAAA or CNAME record that refers to the application ingress load balancer. The application ingress load balancer targets the machines that run the Ingress Controller pods. The Ingress Controller pods run on the compute machines by default. These records must be resolvable by both clients external to the cluster and from all the nodes within the cluster. For example, | |
Bootstrap machine |
| A DNS A/AAAA or CNAME record, and a DNS PTR record, to identify the bootstrap machine. These records must be resolvable by the nodes within the cluster. | |
Control plane machines |
| DNS A/AAAA or CNAME records and DNS PTR records to identify each machine for the control plane nodes. These records must be resolvable by the nodes within the cluster. | |
Compute machines |
| DNS A/AAAA or CNAME records and DNS PTR records to identify each machine for the worker nodes. These records must be resolvable by the nodes within the cluster. |
In OKD 4.4 and later, you do not need to specify etcd host and SRV records in your DNS configuration. |
You can use the |
Example DNS configuration for user-provisioned clusters
This section provides A and PTR record configuration samples that meet the DNS requirements for deploying OKD on user-provisioned infrastructure. The samples are not meant to provide advice for choosing one DNS solution over another.
In the examples, the cluster name is ocp4
and the base domain is example.com
.
Example DNS A record configuration for a user-provisioned cluster
The following example is a BIND zone file that shows sample A records for name resolution in a user-provisioned cluster.
Sample DNS zone database
$TTL 1W
@ IN SOA ns1.example.com. root (
2019070700 ; serial
3H ; refresh (3 hours)
30M ; retry (30 minutes)
2W ; expiry (2 weeks)
1W ) ; minimum (1 week)
IN NS ns1.example.com.
IN MX 10 smtp.example.com.
;
;
ns1.example.com. IN A 192.168.1.5
smtp.example.com. IN A 192.168.1.5
;
helper.example.com. IN A 192.168.1.5
helper.ocp4.example.com. IN A 192.168.1.5
;
api.ocp4.example.com. IN A 192.168.1.5 (1)
api-int.ocp4.example.com. IN A 192.168.1.5 (2)
;
*.apps.ocp4.example.com. IN A 192.168.1.5 (3)
;
bootstrap.ocp4.example.com. IN A 192.168.1.96 (4)
;
master0.ocp4.example.com. IN A 192.168.1.97 (5)
master1.ocp4.example.com. IN A 192.168.1.98 (5)
master2.ocp4.example.com. IN A 192.168.1.99 (5)
;
worker0.ocp4.example.com. IN A 192.168.1.11 (6)
worker1.ocp4.example.com. IN A 192.168.1.7 (6)
;
;EOF
1 | Provides name resolution for the Kubernetes API. The record refers to the IP address of the API load balancer. | ||
2 | Provides name resolution for the Kubernetes API. The record refers to the IP address of the API load balancer and is used for internal cluster communications. | ||
3 | Provides name resolution for the wildcard routes. The record refers to the IP address of the application ingress load balancer. The application ingress load balancer targets the machines that run the Ingress Controller pods. The Ingress Controller pods run on the compute machines by default.
| ||
4 | Provides name resolution for the bootstrap machine. | ||
5 | Provides name resolution for the control plane machines. | ||
6 | Provides name resolution for the compute machines. |
Example DNS PTR record configuration for a user-provisioned cluster
The following example BIND zone file shows sample PTR records for reverse name resolution in a user-provisioned cluster.
Sample DNS zone database for reverse records
$TTL 1W
@ IN SOA ns1.example.com. root (
2019070700 ; serial
3H ; refresh (3 hours)
30M ; retry (30 minutes)
2W ; expiry (2 weeks)
1W ) ; minimum (1 week)
IN NS ns1.example.com.
;
5.1.168.192.in-addr.arpa. IN PTR api.ocp4.example.com. (1)
5.1.168.192.in-addr.arpa. IN PTR api-int.ocp4.example.com. (2)
;
96.1.168.192.in-addr.arpa. IN PTR bootstrap.ocp4.example.com. (3)
;
97.1.168.192.in-addr.arpa. IN PTR master0.ocp4.example.com. (4)
98.1.168.192.in-addr.arpa. IN PTR master1.ocp4.example.com. (4)
99.1.168.192.in-addr.arpa. IN PTR master2.ocp4.example.com. (4)
;
11.1.168.192.in-addr.arpa. IN PTR worker0.ocp4.example.com. (5)
7.1.168.192.in-addr.arpa. IN PTR worker1.ocp4.example.com. (5)
;
;EOF
1 | Provides reverse DNS resolution for the Kubernetes API. The PTR record refers to the record name of the API load balancer. |
2 | Provides reverse DNS resolution for the Kubernetes API. The PTR record refers to the record name of the API load balancer and is used for internal cluster communications. |
3 | Provides reverse DNS resolution for the bootstrap machine. |
4 | Provides reverse DNS resolution for the control plane machines. |
5 | Provides reverse DNS resolution for the compute machines. |
A PTR record is not required for the OKD application wildcard. |
Additional resources
Load balancing requirements for user-provisioned infrastructure
Before you install OKD, you must provision the API and application ingress load balancing infrastructure. In production scenarios, you can deploy the API and application ingress load balancers separately so that you can scale the load balancer infrastructure for each in isolation.
If you want to deploy the API and application ingress load balancers with a Fedora instance, you must purchase the Fedora subscription separately. |
The load balancing infrastructure must meet the following requirements:
API load balancer: Provides a common endpoint for users, both human and machine, to interact with and configure the platform. Configure the following conditions:
Layer 4 load balancing only. This can be referred to as Raw TCP, SSL Passthrough, or SSL Bridge mode. If you use SSL Bridge mode, you must enable Server Name Indication (SNI) for the API routes.
A stateless load balancing algorithm. The options vary based on the load balancer implementation.
Session persistence is not required for the API load balancer to function properly.
Configure the following ports on both the front and back of the load balancers:
Table 7. API load balancer Port Back-end machines (pool members) Internal External Description 6443
Bootstrap and control plane. You remove the bootstrap machine from the load balancer after the bootstrap machine initializes the cluster control plane. You must configure the
/readyz
endpoint for the API server health check probe.X
X
Kubernetes API server
22623
Bootstrap and control plane. You remove the bootstrap machine from the load balancer after the bootstrap machine initializes the cluster control plane.
X
Machine config server
The load balancer must be configured to take a maximum of 30 seconds from the time the API server turns off the
/readyz
endpoint to the removal of the API server instance from the pool. Within the time frame after/readyz
returns an error or becomes healthy, the endpoint must have been removed or added. Probing every 5 or 10 seconds, with two successful requests to become healthy and three to become unhealthy, are well-tested values.Application ingress load balancer: Provides an ingress point for application traffic flowing in from outside the cluster. Configure the following conditions:
Layer 4 load balancing only. This can be referred to as Raw TCP, SSL Passthrough, or SSL Bridge mode. If you use SSL Bridge mode, you must enable Server Name Indication (SNI) for the ingress routes.
A connection-based or session-based persistence is recommended, based on the options available and types of applications that will be hosted on the platform.
If the true IP address of the client can be seen by the application ingress load balancer, enabling source IP-based session persistence can improve performance for applications that use end-to-end TLS encryption.
Configure the following ports on both the front and back of the load balancers:
Table 8. Application ingress load balancer Port Back-end machines (pool members) Internal External Description 443
The machines that run the Ingress Controller pods, compute, or worker, by default.
X
X
HTTPS traffic
80
The machines that run the Ingress Controller pods, compute, or worker, by default.
X
X
HTTP traffic
1936
The worker nodes that run the Ingress Controller pods, by default. You must configure the
/healthz/ready
endpoint for the ingress health check probe.X
X
HTTP traffic
If you are deploying a three-node cluster with zero compute nodes, the Ingress Controller pods run on the control plane nodes. In three-node cluster deployments, you must configure your application ingress load balancer to route HTTP and HTTPS traffic to the control plane nodes. |
A working configuration for the Ingress router is required for an OKD cluster. You must configure the Ingress router after the control plane initializes. |
Example load balancer configuration for user-provisioned clusters
This section provides an example API and application ingress load balancer configuration that meets the load balancing requirements for user-provisioned clusters. The sample is an /etc/haproxy/haproxy.cfg
configuration for an HAProxy load balancer. The example is not meant to provide advice for choosing one load balancing solution over another.
In the example, the same load balancer is used for the Kubernetes API and application ingress traffic. In production scenarios you can deploy the API and application ingress load balancers separately so that you can scale the load balancer infrastructure for each in isolation. |
Sample API and application ingress load balancer configuration
global
log 127.0.0.1 local2
pidfile /var/run/haproxy.pid
maxconn 4000
daemon
defaults
mode http
log global
option dontlognull
option http-server-close
option redispatch
retries 3
timeout http-request 10s
timeout queue 1m
timeout connect 10s
timeout client 1m
timeout server 1m
timeout http-keep-alive 10s
timeout check 10s
maxconn 3000
frontend stats
bind *:1936
mode http
log global
maxconn 10
stats enable
stats hide-version
stats refresh 30s
stats show-node
stats show-desc Stats for ocp4 cluster (1)
stats auth admin:ocp4
stats uri /stats
listen api-server-6443 (2)
bind *:6443
mode tcp
server bootstrap bootstrap.ocp4.example.com:6443 check inter 1s backup (3)
server master0 master0.ocp4.example.com:6443 check inter 1s
server master1 master1.ocp4.example.com:6443 check inter 1s
server master2 master2.ocp4.example.com:6443 check inter 1s
listen machine-config-server-22623 (4)
bind *:22623
mode tcp
server bootstrap bootstrap.ocp4.example.com:22623 check inter 1s backup (3)
server master0 master0.ocp4.example.com:22623 check inter 1s
server master1 master1.ocp4.example.com:22623 check inter 1s
server master2 master2.ocp4.example.com:22623 check inter 1s
listen ingress-router-443 (5)
bind *:443
mode tcp
balance source
server worker0 worker0.ocp4.example.com:443 check inter 1s
server worker1 worker1.ocp4.example.com:443 check inter 1s
listen ingress-router-80 (6)
bind *:80
mode tcp
balance source
server worker0 worker0.ocp4.example.com:80 check inter 1s
server worker1 worker1.ocp4.example.com:80 check inter 1s
1 | In the example, the cluster name is ocp4 . | ||
2 | Port 6443 handles the Kubernetes API traffic and points to the control plane machines. | ||
3 | The bootstrap entries must be in place before the OKD cluster installation and they must be removed after the bootstrap process is complete. | ||
4 | Port 22623 handles the machine config server traffic and points to the control plane machines. | ||
5 | Port 443 handles the HTTPS traffic and points to the machines that run the Ingress Controller pods. The Ingress Controller pods run on the compute machines by default. | ||
6 | Port 80 handles the HTTP traffic and points to the machines that run the Ingress Controller pods. The Ingress Controller pods run on the compute machines by default.
|
If you are using HAProxy as a load balancer, you can check that the |
If you are using HAProxy as a load balancer and SELinux is set to |
Preparing the user-provisioned infrastructure
Before you install OKD on user-provisioned infrastructure, you must prepare the underlying infrastructure.
This section provides details about the high-level steps required to set up your cluster infrastructure in preparation for an OKD installation. This includes configuring IP networking and network connectivity for your cluster nodes, enabling the required ports through your firewall, and setting up the required DNS and load balancing infrastructure.
After preparation, your cluster infrastructure must meet the requirements outlined in the Requirements for a cluster with user-provisioned infrastructure section.
Prerequisites
You have reviewed the OKD 4.x Tested Integrations page.
You have reviewed the infrastructure requirements detailed in the Requirements for a cluster with user-provisioned infrastructure section.
Procedure
If you are using DHCP to provide the IP networking configuration to your cluster nodes, configure your DHCP service.
Add persistent IP addresses for the nodes to your DHCP server configuration. In your configuration, match the MAC address of the relevant network interface to the intended IP address for each node.
When you use DHCP to configure IP addressing for the cluster machines, the machines also obtain the DNS server information through DHCP. Define the persistent DNS server address that is used by the cluster nodes through your DHCP server configuration.
If you are not using a DHCP service, you must provide the IP networking configuration and the address of the DNS server to the nodes at FCOS install time. These can be passed as boot arguments if you are installing from an ISO image. See the Installing FCOS and starting the OKD bootstrap process section for more information about static IP provisioning and advanced networking options.
Define the hostnames of your cluster nodes in your DHCP server configuration. See the Setting the cluster node hostnames through DHCP section for details about hostname considerations.
If you are not using a DHCP service, the cluster nodes obtain their hostname through a reverse DNS lookup.
Ensure that your network infrastructure provides the required network connectivity between the cluster components. See the Networking requirements for user-provisioned infrastructure section for details about the requirements.
Configure your firewall to enable the ports required for the OKD cluster components to communicate. See Networking requirements for user-provisioned infrastructure section for details about the ports that are required.
Setup the required DNS infrastructure for your cluster.
Configure DNS name resolution for the Kubernetes API, the application wildcard, the bootstrap machine, the control plane machines, and the compute machines.
Configure reverse DNS resolution for the Kubernetes API, the bootstrap machine, the control plane machines, and the compute machines.
See the User-provisioned DNS requirements section for more information about the OKD DNS requirements.
Validate your DNS configuration.
From your installation node, run DNS lookups against the record names of the Kubernetes API, the wildcard routes, and the cluster nodes. Validate that the IP addresses in the responses correspond to the correct components.
From your installation node, run reverse DNS lookups against the IP addresses of the load balancer and the cluster nodes. Validate that the record names in the responses correspond to the correct components.
See the Validating DNS resolution for user-provisioned infrastructure section for detailed DNS validation steps.
Provision the required API and application ingress load balancing infrastructure. See the Load balancing requirements for user-provisioned infrastructure section for more information about the requirements.
Some load balancing solutions require the DNS name resolution for the cluster nodes to be in place before the load balancing is initialized. |
Additional resources
Requirements for a cluster with user-provisioned infrastructure
Validating DNS resolution for user-provisioned infrastructure
Load balancing requirements for user-provisioned infrastructure
Validating DNS resolution for user-provisioned infrastructure
You can validate your DNS configuration before installing OKD on user-provisioned infrastructure.
The validation steps detailed in this section must succeed before you install your cluster. |
Prerequisites
- You have configured the required DNS records for your user-provisioned infrastructure.
Procedure
From your installation node, run DNS lookups against the record names of the Kubernetes API, the wildcard routes, and the cluster nodes. Validate that the IP addresses contained in the responses correspond to the correct components.
Perform a lookup against the Kubernetes API record name. Check that the result points to the IP address of the API load balancer:
$ dig +noall +answer @<nameserver_ip> api.<cluster_name>.<base_domain> (1)
1 Replace <nameserver_ip>
with the IP address of the nameserver,<cluster_name>
with your cluster name, and<base_domain>
with your base domain name.Example output
api.ocp4.example.com. 0 IN A 192.168.1.5
Perform a lookup against the Kubernetes internal API record name. Check that the result points to the IP address of the API load balancer:
$ dig +noall +answer @<nameserver_ip> api-int.<cluster_name>.<base_domain>
Example output
api-int.ocp4.example.com. 0 IN A 192.168.1.5
Test an example
*.apps.<cluster_name>.<base_domain>
DNS wildcard lookup. All of the application wildcard lookups must resolve to the IP address of the application ingress load balancer:$ dig +noall +answer @<nameserver_ip> random.apps.<cluster_name>.<base_domain>
Example output
random.apps.ocp4.example.com. 0 IN A 192.168.1.5
In the example outputs, the same load balancer is used for the Kubernetes API and application ingress traffic. In production scenarios, you can deploy the API and application ingress load balancers separately so that you can scale the load balancer infrastructure for each in isolation.
You can replace
random
with another wildcard value. For example, you can query the route to the OKD console:$ dig +noall +answer @<nameserver_ip> console-openshift-console.apps.<cluster_name>.<base_domain>
Example output
console-openshift-console.apps.ocp4.example.com. 0 IN A 192.168.1.5
Run a lookup against the bootstrap DNS record name. Check that the result points to the IP address of the bootstrap node:
$ dig +noall +answer @<nameserver_ip> bootstrap.<cluster_name>.<base_domain>
Example output
bootstrap.ocp4.example.com. 0 IN A 192.168.1.96
Use this method to perform lookups against the DNS record names for the control plane and compute nodes. Check that the results correspond to the IP addresses of each node.
From your installation node, run reverse DNS lookups against the IP addresses of the load balancer and the cluster nodes. Validate that the record names contained in the responses correspond to the correct components.
Perform a reverse lookup against the IP address of the API load balancer. Check that the response includes the record names for the Kubernetes API and the Kubernetes internal API:
$ dig +noall +answer @<nameserver_ip> -x 192.168.1.5
Example output
5.1.168.192.in-addr.arpa. 0 IN PTR api-int.ocp4.example.com. (1)
5.1.168.192.in-addr.arpa. 0 IN PTR api.ocp4.example.com. (2)
1 Provides the record name for the Kubernetes internal API. 2 Provides the record name for the Kubernetes API. A PTR record is not required for the OKD application wildcard. No validation step is needed for reverse DNS resolution against the IP address of the application ingress load balancer.
Perform a reverse lookup against the IP address of the bootstrap node. Check that the result points to the DNS record name of the bootstrap node:
$ dig +noall +answer @<nameserver_ip> -x 192.168.1.96
Example output
96.1.168.192.in-addr.arpa. 0 IN PTR bootstrap.ocp4.example.com.
Use this method to perform reverse lookups against the IP addresses for the control plane and compute nodes. Check that the results correspond to the DNS record names of each node.
Additional resources
Generating a key pair for cluster node SSH access
During an OKD installation, you can provide an SSH public key to the installation program. The key is passed to the Fedora CoreOS (FCOS) 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 FCOS 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.
Do not skip this procedure in production environments, where disaster recovery and debugging is required. |
You must use a local key, not one that you configured with platform-specific approaches such as AWS key pairs. |
On clusters running Fedora CoreOS (FCOS), the SSH keys specified in the Ignition config files are written to the |
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:
$ 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.If you plan to install an OKD cluster that uses FIPS Validated / Modules in Process cryptographic libraries on the
x86_64
architecture, do not create a key that uses theed25519
algorithm. Instead, create a key that uses thersa
orecdsa
algorithm.View the public SSH key:
$ cat <path>/<file_name>.pub
For example, run the following to view the
~/.ssh/id_ed25519.pub
public key:$ 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.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:$ eval "$(ssh-agent -s)"
Example output
Agent pid 31874
If your cluster is in FIPS mode, only use FIPS-compliant algorithms to generate the SSH key. The key must be either RSA or ECDSA.
Add your SSH private key to the
ssh-agent
:$ 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>)
Next steps
- When you install OKD, provide the SSH public key to the installation program. If you install a cluster on infrastructure that you provision, you must provide the key to the installation program.
Additional resources
Manually creating the installation configuration file
For user-provisioned installations of OKD, you manually generate your installation configuration file.
Prerequisites
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.
Obtain the
imageContentSources
section from the output of the command to mirror the repository.Obtain the contents of the certificate for your mirror registry.
Procedure
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
install-config.yaml
.Unless you use a registry that FCOS trusts by default, such as
docker.io
, you must provide the contents of the certificate for your mirror repository in theadditionalTrustBundle
section. In most cases, you must provide the certificate for your mirror.You must include the
imageContentSources
section from the output of the command to mirror the repository.For some platform types, you can alternatively run
./openshift-install create install-config —dir <installation_directory>
to generate aninstall-config.yaml
file. You can provide details about your cluster configuration at the prompts.
Back up the
install-config.yaml
file so that you can use it to install multiple clusters.The
install-config.yaml
file is consumed during the next step of the installation process. You must back it up now.
Installation configuration parameters
Before you deploy an OKD cluster, you provide a customized install-config.yaml
installation configuration file that describes the details for your environment.
After installation, you cannot modify these parameters in the |
Required configuration parameters
Required installation configuration parameters are described in the following table:
Parameter | Description | Values |
---|---|---|
| The API version for the | String |
| The base domain of your cloud provider. The base domain is used to create routes to your OKD cluster components. The full DNS name for your cluster is a combination of the | A fully-qualified domain or subdomain name, such as |
| Kubernetes resource | Object |
| The name of the cluster. DNS records for the cluster are all subdomains of | String of lowercase letters and hyphens ( |
| The configuration for the specific platform upon which to perform the installation: | Object |
Network configuration parameters
You can customize your installation configuration based on the requirements of your existing network infrastructure. For example, you can expand the IP address block for the cluster network or provide different IP address blocks than the defaults.
If you use the Red Hat OpenShift Networking OVN-Kubernetes network plugin, both IPv4 and IPv6 address families are supported.
If you use the Red Hat OpenShift Networking OpenShift SDN network plugin, only the IPv4 address family is supported.
If you configure your cluster to use both IP address families, review the following requirements:
Both IP families must use the same network interface for the default gateway.
Both IP families must have the default gateway.
You must specify IPv4 and IPv6 addresses in the same order for all network configuration parameters. For example, in the following configuration IPv4 addresses are listed before IPv6 addresses.
networking:
clusterNetwork:
- cidr: 10.128.0.0/14
hostPrefix: 23
- cidr: fd00:10:128::/56
hostPrefix: 64
serviceNetwork:
- 172.30.0.0/16
- fd00:172:16::/112
Globalnet is not supported with Red Hat OpenShift Data Foundation disaster recovery solutions. For regional disaster recovery scenarios, ensure that you use a nonoverlapping range of private IP addresses for the cluster and service networks in each cluster. |
Parameter | Description | Values | ||
---|---|---|---|---|
| The configuration for the cluster network. | Object
| ||
| The Red Hat OpenShift Networking network plugin to install. | Either | ||
| The IP address blocks for pods. The default value is If you specify multiple IP address blocks, the blocks must not overlap. | An array of objects. For example:
| ||
| Required if you use If you use the OpenShift SDN network plugin, specify an IPv4 network. If you use the OVN-Kubernetes network plugin, you can specify IPv4 and IPv6 networks. | An IP address block in Classless Inter-Domain Routing (CIDR) notation. The prefix length for an IPv4 block is between | ||
| The subnet prefix length to assign to each individual node. For example, if | A subnet prefix. For an IPv4 network the default value is | ||
| The IP address block for services. The default value is The OpenShift SDN and OVN-Kubernetes network plugins support only a single IP address block for the service network. If you use the OVN-Kubernetes network plugin, you can specify an IP address block for both of the IPv4 and IPv6 address families. | An array with an IP address block in CIDR format. For example:
| ||
| The IP address blocks for machines. If you specify multiple IP address blocks, the blocks must not overlap. | An array of objects. For example:
| ||
| Required if you use | An IP network block in CIDR notation. For example,
|
Optional configuration parameters
Optional installation configuration parameters are described in the following table:
Parameter | Description | Values | ||
---|---|---|---|---|
| A PEM-encoded X.509 certificate bundle that is added to the nodes’ trusted certificate store. This trust bundle may also be used when a proxy has been configured. | String | ||
| Controls the installation of optional core cluster components. You can reduce the footprint of your OKD cluster by disabling optional components. For more information, see the “Cluster capabilities” page in Installing. | String array | ||
| Selects an initial set of optional capabilities to enable. Valid values are | String | ||
| Extends the set of optional capabilities beyond what you specify in | String array | ||
| The configuration for the machines that comprise the compute nodes. | Array of | ||
| Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are | String | ||
| Whether to enable or disable simultaneous multithreading, or
|
| ||
| Required if you use |
| ||
| Required if you use |
| ||
| The number of compute machines, which are also known as worker machines, to provision. | A positive integer greater than or equal to | ||
| Enables the cluster for a feature set. A feature set is a collection of OKD features that are not enabled by default. For more information about enabling a feature set during installation, see “Enabling features using feature gates”. | String. The name of the feature set to enable, such as | ||
| The configuration for the machines that comprise the control plane. | Array of | ||
| Determines the instruction set architecture of the machines in the pool. Currently, clusters with varied architectures are not supported. All pools must specify the same architecture. Valid values are | String | ||
| Whether to enable or disable simultaneous multithreading, or
|
| ||
| Required if you use |
| ||
| Required if you use |
| ||
| The number of control plane machines to provision. | The only supported value is | ||
| The Cloud Credential Operator (CCO) mode. If no mode is specified, the CCO dynamically tries to determine the capabilities of the provided credentials, with a preference for mint mode on the platforms where multiple modes are supported.
|
| ||
| Sources and repositories for the release-image content. | Array of objects. Includes a | ||
| Required if you use | String | ||
| Specify one or more repositories that may also contain the same images. | Array of strings | ||
| How to publish or expose the user-facing endpoints of your cluster, such as the Kubernetes API, OpenShift routes. |
Setting this field to
| ||
| The SSH key or keys to authenticate access your cluster machines.
| One or more keys. For example:
|
Sample install-config.yaml file for bare metal
You 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.
apiVersion: v1
baseDomain: example.com (1)
compute: (2)
- hyperthreading: Enabled (3)
name: worker
replicas: 0 (4)
controlPlane: (2)
hyperthreading: Enabled (3)
name: master
replicas: 3 (5)
metadata:
name: test (6)
networking:
clusterNetwork:
- cidr: 10.128.0.0/14 (7)
hostPrefix: 23 (8)
networkType: OVNKubernetes (9)
serviceNetwork: (10)
- 172.30.0.0/16
platform:
none: {} (11)
pullSecret: '{"auths":{"<local_registry>": {"auth": "<credentials>","email": "you@example.com"}}}' (12)
sshKey: 'ssh-ed25519 AAAA...' (13)
additionalTrustBundle: | (14)
-----BEGIN CERTIFICATE-----
ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
-----END CERTIFICATE-----
imageContentSources: (15)
- mirrors:
- <local_registry>/<local_repository_name>/release
source: quay.io/openshift-release-dev/ocp-release
- mirrors:
- <local_registry>/<local_repository_name>/release
source: quay.io/openshift-release-dev/ocp-v4.0-art-dev
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. Only one control plane pool is used. | ||||
3 | Specifies whether to enable or disable simultaneous multithreading (SMT), or hyperthreading. By default, SMT is enabled to increase the performance of the cores in your machines. You can disable it by setting the parameter value to Disabled . If you disable SMT, you must disable it in all cluster machines; this includes both control plane and compute machines.
| ||||
4 | You must set this value to 0 when you install OKD on user-provisioned infrastructure. In installer-provisioned installations, the parameter controls the number of compute machines that the cluster creates and manages for you. In user-provisioned installations, you must manually deploy the compute machines before you finish installing the cluster.
| ||||
5 | The number of control plane machines that you add to the cluster. Because the cluster uses these values as the number of etcd endpoints in the cluster, the value must match the number of control plane machines that you deploy. | ||||
6 | The cluster name that you specified in your DNS records. | ||||
7 | A block of IP addresses from which pod IP addresses are allocated. This block must not overlap with existing physical networks. These IP addresses are used for the pod network. If you need to access the pods from an external network, you must configure load balancers and routers to manage the traffic.
| ||||
8 | The subnet prefix length to assign to each individual node. For example, if hostPrefix is set to 23 , then each node is assigned a /23 subnet out of the given cidr , which allows for 510 (2^(32 - 23) - 2) pod IP addresses. If you are required to provide access to nodes from an external network, configure load balancers and routers to manage the traffic. | ||||
9 | The cluster network plugin to install. The supported values are OVNKubernetes and OpenShiftSDN . The default value is OVNKubernetes . | ||||
10 | The IP address pool to use for service IP addresses. You can enter only one IP address pool. This block must not overlap with existing physical networks. If you need to access the services from an external network, configure load balancers and routers to manage the traffic. | ||||
11 | You must set the platform to none . You cannot provide additional platform configuration variables for your platform. | ||||
12 | 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. | ||||
13 | The SSH public key for the core user in Fedora CoreOS (FCOS).
| ||||
14 | Provide the contents of the certificate file that you used for your mirror registry. | ||||
15 | Provide the imageContentSources section from the output of the command to mirror the repository. |
Additional resources
- See Load balancing requirements for user-provisioned infrastructure for more information on the API and application ingress load balancing requirements.
Configuring the cluster-wide proxy during installation
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.
For bare metal installations, if you do not assign node IP addresses from the range that is specified in the |
Prerequisites
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’sspec.noProxy
field to bypass the proxy if necessary.The
Proxy
objectstatus.noProxy
field is populated with the values of thenetworking.machineNetwork[].cidr
,networking.clusterNetwork[].cidr
, andnetworking.serviceNetwork[]
fields from your installation configuration.For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and OpenStack, the
Proxy
objectstatus.noProxy
field is also populated with the instance metadata endpoint (169.254.169.254
).
Procedure
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
matchesx.y.com
, but noty.com
. Use*
to bypass the proxy for all destinations.4 If provided, the installation program generates a config map that is named user-ca-bundle
in theopenshift-config
namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates atrusted-ca-bundle
config map that merges these contents with the Fedora CoreOS (FCOS) trust bundle, and this config map is referenced in thetrustedCA
field of theProxy
object. TheadditionalTrustBundle
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 theuser-ca-bundle
config map in thetrustedCA
field. The allowed values areProxyonly
andAlways
. UseProxyonly
to reference theuser-ca-bundle
config map only whenhttp/https
proxy is configured. UseAlways
to always reference theuser-ca-bundle
config map. The default value isProxyonly
.The installation program does not support the proxy
readinessEndpoints
field.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 |
Configuring a three-node cluster
Optionally, you can deploy zero compute machines in a bare metal cluster that consists of three control plane machines only. This provides smaller, more resource efficient clusters for cluster administrators and developers to use for testing, development, and production.
In three-node OKD environments, the three control plane machines are schedulable, which means that your application workloads are scheduled to run on them.
Prerequisites
- You have an existing
install-config.yaml
file.
Procedure
Ensure that the number of compute replicas is set to
0
in yourinstall-config.yaml
file, as shown in the followingcompute
stanza:compute:
- name: worker
platform: {}
replicas: 0
You must set the value of the
replicas
parameter for the compute machines to0
when you install OKD on user-provisioned infrastructure, regardless of the number of compute machines you are deploying. In installer-provisioned installations, the parameter controls the number of compute machines that the cluster creates and manages for you. This does not apply to user-provisioned installations, where the compute machines are deployed manually.
For three-node cluster installations, follow these next steps:
If you are deploying a three-node cluster with zero compute nodes, the Ingress Controller pods run on the control plane nodes. In three-node cluster deployments, you must configure your application ingress load balancer to route HTTP and HTTPS traffic to the control plane nodes. See the Load balancing requirements for user-provisioned infrastructure section for more information.
When you create the Kubernetes manifest files in the following procedure, ensure that the
mastersSchedulable
parameter in the<installation_directory>/manifests/cluster-scheduler-02-config.yml
file is set totrue
. This enables your application workloads to run on the control plane nodes.Do not deploy any compute nodes when you create the Fedora CoreOS (FCOS) machines.
Creating the Kubernetes manifest and Ignition config files
Because you must modify some cluster definition files and manually start the cluster machines, you must generate the Kubernetes manifest and Ignition config files that the cluster needs to 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.
|
Prerequisites
You obtained the OKD installation program. For a restricted network installation, these files are on your mirror host.
You created the
install-config.yaml
installation configuration file.
Procedure
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 theinstall-config.yaml
file you created.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 tofalse
. 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 tofalse
.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
andkubeconfig
files are created in the./<installation_directory>/auth
directory:.
├── auth
│ ├── kubeadmin-password
│ └── kubeconfig
├── bootstrap.ign
├── master.ign
├── metadata.json
└── worker.ign
Additional resources
- See Recovering from expired control plane certificates for more information about recovering kubelet certificates.
Configuring chrony time service
You must set the time server and related settings used by the chrony time service (chronyd
) by modifying the contents of the chrony.conf
file and passing those contents to your nodes as a machine config.
Procedure
Create a Butane config including the contents of the
chrony.conf
file. For example, to configure chrony on worker nodes, create a99-worker-chrony.bu
file.See “Creating machine configs with Butane” for information about Butane.
variant: openshift
version: 4.12.0
metadata:
name: 99-worker-chrony (1)
labels:
machineconfiguration.openshift.io/role: worker (1)
storage:
files:
- path: /etc/chrony.conf
mode: 0644 (2)
overwrite: true
contents:
inline: |
pool 0.rhel.pool.ntp.org iburst (3)
driftfile /var/lib/chrony/drift
makestep 1.0 3
rtcsync
logdir /var/log/chrony
1 On control plane nodes, substitute master
forworker
in both of these locations.2 Specify an octal value mode for the mode
field in the machine config file. After creating the file and applying the changes, themode
is converted to a decimal value. You can check the YAML file with the commandoc get mc <mc-name> -o yaml
.3 Specify any valid, reachable time source, such as the one provided by your DHCP server. Use Butane to generate a
MachineConfig
object file,99-worker-chrony.yaml
, containing the configuration to be delivered to the nodes:$ butane 99-worker-chrony.bu -o 99-worker-chrony.yaml
Apply the configurations in one of two ways:
If the cluster is not running yet, after you generate manifest files, add the
MachineConfig
object file to the<installation_directory>/openshift
directory, and then continue to create the cluster.If the cluster is already running, apply the file:
$ oc apply -f ./99-worker-chrony.yaml
Installing FCOS and starting the OKD bootstrap process
To install OKD on bare metal infrastructure that you provision, you must install Fedora CoreOS (FCOS) on the machines. 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.
To install FCOS on the machines, follow either the steps to use an ISO image or network PXE booting.
The compute node deployment steps included in this installation document are FCOS-specific. If you choose instead to deploy Fedora-based compute nodes, you take responsibility for all operating system life cycle management and maintenance, including performing system updates, applying patches, and completing all other required tasks. Only Fedora 8 compute machines are supported. |
You can configure FCOS during ISO and PXE installations by using the following methods:
Kernel arguments: You can use kernel arguments to provide installation-specific information. For example, you can specify the locations of the FCOS installation files that you uploaded to your HTTP server and the location of the Ignition config file for the type of node you are installing. For a PXE installation, you can use the
APPEND
parameter to pass the arguments to the kernel of the live installer. For an ISO installation, you can interrupt the live installation boot process to add the kernel arguments. In both installation cases, you can use specialcoreos.inst.*
arguments to direct the live installer, as well as standard installation boot arguments for turning standard kernel services on or off.Ignition configs: OKD Ignition config files (
*.ign
) are specific to the type of node you are installing. You pass the location of a bootstrap, control plane, or compute node Ignition config file during the FCOS installation so that it takes effect on first boot. In special cases, you can create a separate, limited Ignition config to pass to the live system. That Ignition config could do a certain set of tasks, such as reporting success to a provisioning system after completing installation. This special Ignition config is consumed by thecoreos-installer
to be applied on first boot of the installed system. Do not provide the standard control plane and compute node Ignition configs to the live ISO directly.coreos-installer
: You can boot the live ISO installer to a shell prompt, which allows you to prepare the permanent system in a variety of ways before first boot. In particular, you can run thecoreos-installer
command to identify various artifacts to include, work with disk partitions, and set up networking. In some cases, you can configure features on the live system and copy them to the installed system.
Whether to use an ISO or PXE install depends on your situation. A PXE install requires an available DHCP service and more preparation, but can make the installation process more automated. An ISO install is a more manual process and can be inconvenient if you are setting up more than a few machines.
As of OKD 4.6, the FCOS ISO and other installation artifacts provide support for installation on disks with 4K sectors. |
Installing FCOS by using an ISO image
You can use an ISO image to install FCOS on the machines.
Prerequisites
You have created the Ignition config files for your cluster.
You have configured suitable network, DNS and load balancing infrastructure.
You have an HTTP server that can be accessed from your computer, and from the machines that you create.
You have reviewed the Advanced FCOS installation configuration section for different ways to configure features, such as networking and disk partitioning.
Procedure
Obtain the SHA512 digest for each of your Ignition config files. For example, you can use the following on a system running Linux to get the SHA512 digest for your
bootstrap.ign
Ignition config file:$ sha512sum <installation_directory>/bootstrap.ign
The digests are provided to the
coreos-installer
in a later step to validate the authenticity of the Ignition config files on the cluster nodes.Upload the bootstrap, control plane, and compute node Ignition config files that the installation program created to your HTTP server. Note the URLs of these files.
You can add or change configuration settings in your Ignition configs before saving them to your HTTP server. If you plan to add more compute machines to your cluster after you finish installation, do not delete these files.
From the installation host, validate that the Ignition config files are available on the URLs. The following example gets the Ignition config file for the bootstrap node:
$ curl -k http://<HTTP_server>/bootstrap.ign (1)
Example output
% Total % Received % Xferd Average Speed Time Time Time Current
Dload Upload Total Spent Left Speed
0 0 0 0 0 0 0 0 --:--:-- --:--:-- --:--:-- 0{"ignition":{"version":"3.2.0"},"passwd":{"users":[{"name":"core","sshAuthorizedKeys":["ssh-rsa...
Replace
bootstrap.ign
withmaster.ign
orworker.ign
in the command to validate that the Ignition config files for the control plane and compute nodes are also available.Although it is possible to obtain the FCOS images that are required for your preferred method of installing operating system instances from the FCOS page, the recommended way to obtain the correct version of your FCOS images are from the output of
openshift-install
command:$ openshift-install coreos print-stream-json | grep '\.iso[^.]'
Example output
"location": "<url>/prod/streams/stable/builds/<release>/x86_64/fedora-coreos-<release>-live.x86_64.iso",
The FCOS images might not change with every release of OKD. You must download images with the highest version that is less than or equal to the OKD version that you install. Use the image versions that match your OKD version if they are available. Use only ISO images for this procedure. FCOS qcow2 images are not supported for this installation type.
ISO file names resemble the following example:
fedora-coreos-<version>-live.<architecture>.iso
Use the ISO to start the FCOS installation. Use one of the following installation options:
Burn the ISO image to a disk and boot it directly.
Use ISO redirection by using a lights-out management (LOM) interface.
Boot the FCOS ISO image without specifying any options or interrupting the live boot sequence. Wait for the installer to boot into a shell prompt in the FCOS live environment.
It is possible to interrupt the FCOS installation boot process to add kernel arguments. However, for this ISO procedure you should use the
coreos-installer
command as outlined in the following steps, instead of adding kernel arguments.Run the
coreos-installer
command and specify the options that meet your installation requirements. At a minimum, you must specify the URL that points to the Ignition config file for the node type, and the device that you are installing to:$ sudo coreos-installer install --ignition-url=http://<HTTP_server>/<node_type>.ign <device> --ignition-hash=sha512-<digest> (1) (2)
1 You must run the coreos-installer
command by usingsudo
, because thecore
user does not have the required root privileges to perform the installation.2 The —ignition-hash
option is required when the Ignition config file is obtained through an HTTP URL to validate the authenticity of the Ignition config file on the cluster node.<digest>
is the Ignition config file SHA512 digest obtained in a preceding step.If you want to provide your Ignition config files through an HTTPS server that uses TLS, you can add the internal certificate authority (CA) to the system trust store before running
coreos-installer
.The following example initializes a bootstrap node installation to the
/dev/sda
device. The Ignition config file for the bootstrap node is obtained from an HTTP web server with the IP address 192.168.1.2:$ sudo coreos-installer install --ignition-url=http://192.168.1.2:80/installation_directory/bootstrap.ign /dev/sda --ignition-hash=sha512-a5a2d43879223273c9b60af66b44202a1d1248fc01cf156c46d4a79f552b6bad47bc8cc78ddf0116e80c59d2ea9e32ba53bc807afbca581aa059311def2c3e3b
Monitor the progress of the FCOS installation on the console of the machine.
Be sure that the installation is successful on each node before commencing with the OKD installation. Observing the installation process can also help to determine the cause of FCOS installation issues that might arise.
After FCOS installs, the system reboots. During the system reboot, it applies the Ignition config file that you specified.
Check the console output to verify that Ignition ran.
Example command
Ignition: ran on 2022/03/14 14:48:33 UTC (this boot)
Ignition: user-provided config was applied
Continue to create the other machines for your cluster.
You must create the bootstrap and control plane machines at this time. If the control plane machines are not made schedulable, also create at least two compute machines before you install OKD.
If the required network, DNS, and load balancer infrastructure are in place, the OKD bootstrap process begins automatically after the FCOS nodes have rebooted.
FCOS nodes do not include a default password for the
core
user. You can access the nodes by runningssh core@<node>.<cluster_name>.<base_domain>
as a user with access to the SSH private key that is paired to the public key that you specified in yourinstall_config.yaml
file. OKD 4 cluster nodes running FCOS are immutable and rely on Operators to apply cluster changes. Accessing cluster nodes by using SSH is not recommended. However, when investigating installation issues, if the OKD API is not available, or the kubelet is not properly functioning on a target node, SSH access might be required for debugging or disaster recovery.
Installing FCOS by using PXE or iPXE booting
You can use PXE or iPXE booting to install FCOS on the machines.
Prerequisites
You have created the Ignition config files for your cluster.
You have configured suitable network, DNS and load balancing infrastructure.
You have configured suitable PXE or iPXE infrastructure.
You have an HTTP server that can be accessed from your computer, and from the machines that you create.
You have reviewed the Advanced FCOS installation configuration section for different ways to configure features, such as networking and disk partitioning.
Procedure
Upload the bootstrap, control plane, and compute node Ignition config files that the installation program created to your HTTP server. Note the URLs of these files.
You can add or change configuration settings in your Ignition configs before saving them to your HTTP server. If you plan to add more compute machines to your cluster after you finish installation, do not delete these files.
From the installation host, validate that the Ignition config files are available on the URLs. The following example gets the Ignition config file for the bootstrap node:
$ curl -k http://<HTTP_server>/bootstrap.ign (1)
Example output
% Total % Received % Xferd Average Speed Time Time Time Current
Dload Upload Total Spent Left Speed
0 0 0 0 0 0 0 0 --:--:-- --:--:-- --:--:-- 0{"ignition":{"version":"3.2.0"},"passwd":{"users":[{"name":"core","sshAuthorizedKeys":["ssh-rsa...
Replace
bootstrap.ign
withmaster.ign
orworker.ign
in the command to validate that the Ignition config files for the control plane and compute nodes are also available.Although it is possible to obtain the FCOS
kernel
,initramfs
androotfs
files that are required for your preferred method of installing operating system instances from the FCOS page, the recommended way to obtain the correct version of your FCOS files are from the output ofopenshift-install
command:$ openshift-install coreos print-stream-json | grep -Eo '"https.*(kernel-|initramfs.|rootfs.)\w+(\.img)?"'
Example output
"<url>/prod/streams/stable/builds/<release>/x86_64/fedora-coreos-<release>-live-kernel-x86_64"
"<url>/prod/streams/stable/builds/<release>/x86_64/fedora-coreos-<release>-live-initramfs.x86_64.img"
"<url>/prod/streams/stable/builds/<release>/x86_64/fedora-coreos-<release>-live-rootfs.x86_64.img"
The FCOS artifacts might not change with every release of OKD. You must download images with the highest version that is less than or equal to the OKD version that you install. Only use the appropriate
kernel
,initramfs
, androotfs
artifacts described below for this procedure. FCOS QCOW2 images are not supported for this installation type.The file names contain the OKD version number. They resemble the following examples:
kernel
:fedora-coreos-<version>-live-kernel-<architecture>
initramfs
:fedora-coreos-<version>-live-initramfs.<architecture>.img
rootfs
:fedora-coreos-<version>-live-rootfs.<architecture>.img
Upload the
rootfs
,kernel
, andinitramfs
files to your HTTP server.If you plan to add more compute machines to your cluster after you finish installation, do not delete these files.
Configure the network boot infrastructure so that the machines boot from their local disks after FCOS is installed on them.
Configure PXE or iPXE installation for the FCOS images and begin the installation.
Modify one of the following example menu entries for your environment and verify that the image and Ignition files are properly accessible:
For PXE (
x86_64
):DEFAULT pxeboot
TIMEOUT 20
PROMPT 0
LABEL pxeboot
KERNEL http://<HTTP_server>/rhcos-<version>-live-kernel-<architecture> (1)
APPEND initrd=http://<HTTP_server>/rhcos-<version>-live-initramfs.<architecture>.img coreos.live.rootfs_url=http://<HTTP_server>/rhcos-<version>-live-rootfs.<architecture>.img coreos.inst.install_dev=/dev/sda coreos.inst.ignition_url=http://<HTTP_server>/bootstrap.ign (2) (3)
1 Specify the location of the live kernel
file that you uploaded to your HTTP server. The URL must be HTTP, TFTP, or FTP; HTTPS and NFS are not supported.2 If you use multiple NICs, specify a single interface in the ip
option. For example, to use DHCP on a NIC that is namedeno1
, setip=eno1:dhcp
.3 Specify the locations of the FCOS files that you uploaded to your HTTP server. The initrd
parameter value is the location of theinitramfs
file, thecoreos.live.rootfs_url
parameter value is the location of therootfs
file, and thecoreos.inst.ignition_url
parameter value is the location of the bootstrap Ignition config file. You can also add more kernel arguments to theAPPEND
line to configure networking or other boot options.This configuration does not enable serial console access on machines with a graphical console. To configure a different console, add one or more
console=
arguments to theAPPEND
line. For example, addconsole=tty0 console=ttyS0
to set the first PC serial port as the primary console and the graphical console as a secondary console. For more information, see How does one set up a serial terminal and/or console in Red Hat Enterprise Linux? and “Enabling the serial console for PXE and ISO installation” in the “Advanced FCOS installation configuration” section.For iPXE (
x86_64
):kernel http://<HTTP_server>/rhcos-<version>-live-kernel-<architecture> initrd=main coreos.live.rootfs_url=http://<HTTP_server>/rhcos-<version>-live-rootfs.<architecture>.img coreos.inst.install_dev=/dev/sda coreos.inst.ignition_url=http://<HTTP_server>/bootstrap.ign (1) (2)
initrd --name main http://<HTTP_server>/rhcos-<version>-live-initramfs.<architecture>.img (3)
boot
1 Specify the locations of the FCOS files that you uploaded to your HTTP server. The kernel
parameter value is the location of thekernel
file, theinitrd=main
argument is needed for booting on UEFI systems, thecoreos.live.rootfs_url
parameter value is the location of therootfs
file, and thecoreos.inst.ignition_url
parameter value is the location of the bootstrap Ignition config file.2 If you use multiple NICs, specify a single interface in the ip
option. For example, to use DHCP on a NIC that is namedeno1
, setip=eno1:dhcp
.3 Specify the location of the initramfs
file that you uploaded to your HTTP server.This configuration does not enable serial console access on machines with a graphical console. To configure a different console, add one or more
console=
arguments to thekernel
line. For example, addconsole=tty0 console=ttyS0
to set the first PC serial port as the primary console and the graphical console as a secondary console. For more information, see How does one set up a serial terminal and/or console in Red Hat Enterprise Linux? and “Enabling the serial console for PXE and ISO installation” in the “Advanced FCOS installation configuration” section.
Monitor the progress of the FCOS installation on the console of the machine.
Be sure that the installation is successful on each node before commencing with the OKD installation. Observing the installation process can also help to determine the cause of FCOS installation issues that might arise.
After FCOS installs, the system reboots. During reboot, the system applies the Ignition config file that you specified.
Check the console output to verify that Ignition ran.
Example command
Ignition: ran on 2022/03/14 14:48:33 UTC (this boot)
Ignition: user-provided config was applied
Continue to create the machines for your cluster.
You must create the bootstrap and control plane machines at this time. If the control plane machines are not made schedulable, also create at least two compute machines before you install the cluster.
If the required network, DNS, and load balancer infrastructure are in place, the OKD bootstrap process begins automatically after the FCOS nodes have rebooted.
FCOS nodes do not include a default password for the
core
user. You can access the nodes by runningssh core@<node>.<cluster_name>.<base_domain>
as a user with access to the SSH private key that is paired to the public key that you specified in yourinstall_config.yaml
file. OKD 4 cluster nodes running FCOS are immutable and rely on Operators to apply cluster changes. Accessing cluster nodes by using SSH is not recommended. However, when investigating installation issues, if the OKD API is not available, or the kubelet is not properly functioning on a target node, SSH access might be required for debugging or disaster recovery.
Advanced FCOS installation configuration
A key benefit for manually provisioning the Fedora CoreOS (FCOS) nodes for OKD is to be able to do configuration that is not available through default OKD installation methods. This section describes some of the configurations that you can do using techniques that include:
Passing kernel arguments to the live installer
Running
coreos-installer
manually from the live systemCustomizing a live ISO or PXE boot image
The advanced configuration topics for manual Fedora CoreOS (FCOS) installations detailed in this section relate to disk partitioning, networking, and using Ignition configs in different ways.
Using advanced networking options for PXE and ISO installations
Networking for OKD nodes uses DHCP by default to gather all necessary configuration settings. To set up static IP addresses or configure special settings, such as bonding, you can do one of the following:
Pass special kernel parameters when you boot the live installer.
Use a machine config to copy networking files to the installed system.
Configure networking from a live installer shell prompt, then copy those settings to the installed system so that they take effect when the installed system first boots.
To configure a PXE or iPXE installation, use one of the following options:
See the “Advanced RHCOS installation reference” tables.
Use a machine config to copy networking files to the installed system.
To configure an ISO installation, use the following procedure.
Procedure
Boot the ISO installer.
From the live system shell prompt, configure networking for the live system using available RHEL tools, such as
nmcli
ornmtui
.Run the
coreos-installer
command to install the system, adding the--copy-network
option to copy networking configuration. For example:$ sudo coreos-installer install --copy-network \
--ignition-url=http://host/worker.ign /dev/sda
The
—copy-network
option only copies networking configuration found under/etc/NetworkManager/system-connections
. In particular, it does not copy the system hostname.Reboot into the installed system.
Additional resources
- See Getting started with nmcli and Getting started with nmtui in the Fedora 8 documentation for more information about the
nmcli
andnmtui
tools.
Disk partitioning
The disk partitions are created on OKD cluster nodes during the Fedora CoreOS (FCOS) installation. Each FCOS node of a particular architecture uses the same partition layout, unless the default partitioning configuration is overridden. During the FCOS installation, the size of the root file system is increased to use the remaining available space on the target device.
There are two cases where you might want to override the default partitioning when installing FCOS on an OKD cluster node:
Creating separate partitions: For greenfield installations on an empty disk, you might want to add separate storage to a partition. This is officially supported for mounting
/var
or a subdirectory of/var
, such as/var/lib/etcd
, on a separate partition, but not both.For disk sizes larger than 100GB, and especially disk sizes larger than 1TB, create a separate
/var
partition. See “Creating a separate/var
partition” and this Red Hat Knowledgebase article for more information.Kubernetes supports only two file system partitions. If you add more than one partition to the original configuration, Kubernetes cannot monitor all of them.
Retaining 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.
The use of custom partitions could result in those partitions not being monitored by OKD or alerted on. If you are overriding the default partitioning, see Understanding OpenShift File System Monitoring (eviction conditions) for more information about how OKD monitors your host file systems. |
Creating a separate /var
partition
In general, you should use the default disk partitioning that is created during the FCOS installation. However, there are cases where you might want to create a separate partition for a directory that you expect to grow.
OKD supports the addition of a single partition to attach storage to either the /var
directory 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
/var
partition.
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.
The use of a separate partition for the /var
directory or a subdirectory of /var
also prevents data growth in the partitioned directory from filling up the root file system.
The following procedure sets up a separate /var
partition by adding a machine config manifest that is wrapped into the Ignition config file for a node type during the preparation phase of an installation.
Procedure
On your installation host, 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>
Create a Butane config that configures the additional partition. For example, name the file
$HOME/clusterconfig/98-var-partition.bu
, change the disk device name to the name of the storage device on theworker
systems, and set the storage size as appropriate. This example places the/var
directory on a separate partition:variant: openshift
version: 4.12.0
metadata:
labels:
machineconfiguration.openshift.io/role: worker
name: 98-var-partition
storage:
disks:
- device: /dev/<device_name> (1)
partitions:
- label: var
start_mib: <partition_start_offset> (2)
size_mib: <partition_size> (3)
filesystems:
- device: /dev/disk/by-partlabel/var
path: /var
format: xfs
mount_options: [defaults, prjquota] (4)
with_mount_unit: true
1 The storage device name of the disk that you want to partition. 2 When adding a data partition to the boot disk, a minimum offset value of 25000 mebibytes is recommended. The root file system is automatically resized to fill all available space up to the specified offset. If no offset value is specified, or if the specified value is smaller than the recommended minimum, the resulting root file system will be too small, and future reinstalls of FCOS might overwrite the beginning of the data partition. 3 The size of the data partition in mebibytes. 4 The prjquota
mount option must be enabled for filesystems used for container storage.When creating a separate
/var
partition, you cannot use different instance types for compute nodes, if the different instance types do not have the same device name.Create a manifest from the Butane config and save it to the
clusterconfig/openshift
directory. For example, run the following command:$ butane $HOME/clusterconfig/98-var-partition.bu -o $HOME/clusterconfig/openshift/98-var-partition.yaml
Create the Ignition config files:
$ 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:
.
├── auth
│ ├── kubeadmin-password
│ └── kubeconfig
├── bootstrap.ign
├── master.ign
├── metadata.json
└── worker.ign
The files in the
<installation_directory>/manifest
and<installation_directory>/openshift
directories are wrapped into the Ignition config files, including the file that contains the98-var-partition
customMachineConfig
object.
Next steps
- You can apply the custom disk partitioning by referencing the Ignition config files during the FCOS installations.
Retaining existing partitions
For an ISO installation, you can add options to the coreos-installer
command that cause the installer to maintain one or more existing partitions. For a PXE installation, you can add coreos.inst.*
options to the APPEND
parameter to preserve partitions.
Saved partitions might be data partitions from an existing OKD system. You can identify the disk partitions you want to keep either by partition label or by number.
If you save existing partitions, and those partitions do not leave enough space for FCOS, the installation will fail without damaging the saved partitions. |
Retaining existing partitions during an ISO installation
This example preserves any partition in which the partition label begins with data
(data*
):
# coreos-installer install --ignition-url http://10.0.2.2:8080/user.ign \
--save-partlabel 'data*' /dev/sda
The following example illustrates running the coreos-installer
in a way that preserves the sixth (6) partition on the disk:
# coreos-installer install --ignition-url http://10.0.2.2:8080/user.ign \
--save-partindex 6 /dev/sda
This example preserves partitions 5 and higher:
# coreos-installer install --ignition-url http://10.0.2.2:8080/user.ign
--save-partindex 5- /dev/sda
In the previous examples where partition saving is used, coreos-installer
recreates the partition immediately.
Retaining existing partitions during a PXE installation
This APPEND
option preserves any partition in which the partition label begins with ‘data’ (‘data*‘):
coreos.inst.save_partlabel=data*
This APPEND
option preserves partitions 5 and higher:
coreos.inst.save_partindex=5-
This APPEND
option preserves partition 6:
coreos.inst.save_partindex=6
Identifying Ignition configs
When doing an FCOS manual installation, there are two types of Ignition configs that you can provide, with different reasons for providing each one:
Permanent install Ignition config: Every manual FCOS installation needs to pass one of the Ignition config files generated by
openshift-installer
, such asbootstrap.ign
,master.ign
andworker.ign
, to carry out the installation.It is not recommended to modify these Ignition config files directly. You can update the manifest files that are wrapped into the Ignition config files, as outlined in examples in the preceding sections.
For PXE installations, you pass the Ignition configs on the
APPEND
line using thecoreos.inst.ignition_url=
option. For ISO installations, after the ISO boots to the shell prompt, you identify the Ignition config on thecoreos-installer
command line with the--ignition-url=
option. In both cases, only HTTP and HTTPS protocols are supported.Live install Ignition config: This type can be created by using the
coreos-installer
customize
subcommand and its various options. With this method, the Ignition config passes to the live install medium, runs immediately upon booting, and performs setup tasks before or after the FCOS system installs to disk. This method should only be used for performing tasks that must be done once and not applied again later, such as with advanced partitioning that cannot be done using a machine config.For PXE or ISO boots, you can create the Ignition config and
APPEND
theignition.config.url=
option to identify the location of the Ignition config. You also need to appendignition.firstboot ignition.platform.id=metal
or theignition.config.url
option will be ignored.
Default console configuration
Fedora CoreOS (FCOS) nodes installed from an OKD 4.12 boot image use a default console that is meant to accomodate most virtualized and bare metal setups. Different cloud and virtualization platforms may use different default settings depending on the chosen architecture. Bare metal installations use the kernel default settings which typically means the graphical console is the primary console and the serial console is disabled.
The default consoles may not match your specific hardware configuration or you might have specific needs that require you to adjust the default console. For example:
You want to access the emergency shell on the console for debugging purposes.
Your cloud platform does not provide interactive access to the graphical console, but provides a serial console.
You want to enable multiple consoles.
Console configuration is inherited from the boot image. This means that new nodes in existing clusters are unaffected by changes to the default console.
You can configure the console for bare metal installations in the following ways:
Using
coreos-installer
manually on the command line.Using the
coreos-installer iso customize
orcoreos-installer pxe customize
subcommands with the--dest-console
option to create a custom image that automates the process.
For advanced customization, perform console configuration using the |
Enabling the serial console for PXE and ISO installations
By default, the Fedora CoreOS (FCOS) serial console is disabled and all output is written to the graphical console. You can enable the serial console for an ISO installatiand reconfigure the bootloader so that output is sent to both the serial console and the graphical console.
Procedure
Boot the ISO installer.
Run the
coreos-installer
command to install the system, adding the--console
option once to specify the graphical console, and a second time to specify the serial console:$ coreos-installer install \
--console=tty0 \(1)
--console=ttyS0,<options> \(2)
--ignition-url=http://host/worker.ign /dev/sda
1 The desired secondary console. In this case, the graphical console. Omitting this option will disable the graphical console. 2 The desired primary console. In this case the serial console. The options
field defines the baud rate and other settings. A common value for this field is11520n8
. If no options are provided, the default kernel value of9600n8
is used. For more information on the format of this option, see Linux kernel serial console documentation.Reboot into the installed system.
A similar outcome can be obtained by using the
coreos-installer install —append-karg
option, and specifying the console withconsole=
. However, this will only set the console for the kernel and not the bootloader.
To configure a PXE installation, make sure the coreos.inst.install_dev
kernel command line option is omitted, and use the shell prompt to run coreos-installer
manually using the above ISO installation procedure.
Customizing a live FCOS ISO or PXE install
You can use the live ISO image or PXE environment to install FCOS by injecting an Ignition config file directly into the image. This creates a customized image that you can use to provision your system.
For an ISO image, the mechanism to do this is the coreos-installer iso customize
subcommand, which modifies the .iso
file with your configuration. Similarly, the mechanism for a PXE environment is the coreos-installer pxe customize
subcommand, which creates a new initramfs
file that includes your customizations.
The customize
subcommand is a general purpose tool that can embed other types of customizations as well. The following tasks are examples of some of the more common customizations:
Inject custom CA certificates for when corporate security policy requires their use.
Configure network settings without the need for kernel arguments.
Embed arbitrary pre-install and post-install scripts or binaries.
Customizing a live FCOS ISO image
You can customize a live FCOS ISO image directly with the coreos-installer iso customize
subcommand. When you boot the ISO image, the customizations are applied automatically.
You can use this feature to configure the ISO image to automatically install FCOS.
Procedure
Download the
coreos-installer
binary from the coreos-installer image mirror page.Retrieve the FCOS ISO image from the FCOS image mirror page and the Ignition config file, and then run the following command to inject the Ignition config directly into the ISO image:
$ coreos-installer iso customize rhcos-<version>-live.x86_64.iso \
--dest-ignition bootstrap.ign \ (1)
--dest-device /dev/sda (2)
1 | The Ignition config file that is generated from openshift-installer . |
2 | When you specify this option, the ISO image automatically runs an install. Otherwise, the image remains configured for installing, but does not do so automatically unless you specify the coreos.inst.install_dev kernel argument.Your customizations are applied and affect every subsequent boot of the ISO image.
|
Modifying a live install ISO image to enable the serial console
On clusters installed with OKD 4.12 and above, the serial console is disabled by default and all output is written to the graphical console. You can enable the serial console with the following procedure.
Procedure
Download the
coreos-installer
binary from the coreos-installer image mirror page.Retrieve the FCOS ISO image from the FCOS image mirror page and run the following command to customize the ISO image to enable the serial console to receive output:
$ coreos-installer iso customize rhcos-<version>-live.x86_64.iso \
--dest-ignition <path> \(1)
--dest-console tty0 \(2)
--dest-console ttyS0,<options> \(3)
--dest-device /dev/sda (4)
1 The location of the Ignition config to install. 2 The desired secondary console. In this case, the graphical console. Omitting this option will disable the graphical console. 3 The desired primary console. In this case, the serial console. The options
field defines the baud rate and other settings. A common value for this field is115200n8
. If no options are provided, the default kernel value of9600n8
is used. For more information on the format of this option, see the Linux kernel serial console documentation.4 The specified disk to install to. In this case, /dev/sda
. If you omit this option, the ISO image automatically runs the installation program which will fail unless you also specify thecoreos.inst.install_dev
kernel argument.The
—dest-console
option affects the installed system and not the live ISO system. To modify the console for a live ISO system, use the—live-karg-append
option and specify the console withconsole=
.Your customizations are applied and affect every subsequent boot of the ISO image.
Optional: To remove the ISO image customizations and return the image to its original state, run the following command:
$ coreos-installer iso reset rhcos-<version>-live.x86_64.iso
You can now recustomize the live ISO image or use it in its original state.
Modifying a live install ISO image to use a custom certificate authority
You can provide certificate authority (CA) certificates to Ignition with the --ignition-ca
flag of the customize
subcommand. You can use the CA certificates during both the installation boot and when provisioning the installed system.
Procedure
Download the
coreos-installer
binary from the coreos-installer image mirror page.Retrieve the FCOS ISO image from the FCOS image mirror page and run the following command to customize the ISO image for use with a custom CA:
$ coreos-installer iso customize rhcos-<version>-live.x86_64.iso --ignition-ca cert.pem
Custom CA certificates affect how Ignition fetches remote resources but they do not affect the certificates installed onto the system.
Your CA certificate is applied and affects every subsequent boot of the ISO image.
Modifying a live install ISO image with customized network settings
You can embed a NetworkManager keyfile into the live ISO image and pass it through to the installed system with the --network-keyfile
flag of the customize
subcommand.
Procedure
Download the
coreos-installer
binary from the coreos-installer image mirror page.Create a connection profile for a bonded interface. For example, create the
bond0.nmconnection
file in your local directory with the following content:[connection]
id=bond0
type=bond
interface-name=bond0
multi-connect=1
permissions=
[ethernet]
mac-address-blacklist=
[bond]
miimon=100
mode=active-backup
[ipv4]
method=auto
[ipv6]
method=auto
[proxy]
Create a connection profile for a secondary interface to add to the bond. For example, create the
bond0-proxy-em1.nmconnection
file in your local directory with the following content:[connection]
id=em1
type=ethernet
interface-name=em1
master=bond0
multi-connect=1
permissions=
slave-type=bond
[ethernet]
mac-address-blacklist=
Create a connection profile for a secondary interface to add to the bond. For example, create the
bond0-proxy-em2.nmconnection
file in your local directory with the following content:[connection]
id=em2
type=ethernet
interface-name=em2
master=bond0
multi-connect=1
permissions=
slave-type=bond
[ethernet]
mac-address-blacklist=
Retrieve the FCOS ISO image from the FCOS image mirror page and run the following command to customize the ISO image with your configured networking:
$ coreos-installer iso customize rhcos-<version>-live.x86_64.iso \
--network-keyfile bond0.nmconnection \
--network-keyfile bond0-proxy-em1.nmconnection \
--network-keyfile bond0-proxy-em2.nmconnection
Network settings are applied to the live system and are carried over to the destination system.
Customizing a live FCOS PXE environment
You can customize a live FCOS PXE environment directly with the coreos-installer pxe customize
subcommand. When you boot the PXE environment, the customizations are applied automatically.
You can use this feature to configure the PXE environment to automatically install FCOS.
Procedure
Download the
coreos-installer
binary from the coreos-installer image mirror page.Retrieve the FCOS
kernel
,initramfs
androotfs
files from the FCOS image mirror page and the Ignition config file, and then run the following command to create a newinitramfs
file that contains the customizations from your Ignition config:$ coreos-installer pxe customize rhcos-<version>-live-initramfs.x86_64.img \
--dest-ignition bootstrap.ign \ (1)
--dest-device /dev/sda \ (2)
-o rhcos-<version>-custom-initramfs.x86_64.img
1 The Ignition config file that is generated from openshift-installer
.2 When you specify this option, the PXE environment automatically runs an install. Otherwise, the image remains configured for installing, but does not do so automatically unless you specify the coreos.inst.install_dev
kernel argument.Your customizations are applied and affect every subsequent boot of the PXE environment.
Modifying a live install PXE environment to enable the serial console
On clusters installed with OKD 4.12 and above, the serial console is disabled by default and all output is written to the graphical console. You can enable the serial console with the following procedure.
Procedure
Download the
coreos-installer
binary from the coreos-installer image mirror page.Retrieve the FCOS
kernel
,initramfs
androotfs
files from the FCOS image mirror page and the Ignition config file, and then run the following command to create a new customizedinitramfs
file that enables the serial console to receive output:$ coreos-installer pxe customize rhcos-<version>-live-initramfs.x86_64.img \
--dest-ignition <path> \(1)
--dest-console tty0 \(2)
--dest-console ttyS0,<options> \(3)
--dest-device /dev/sda \(4)
-o rhcos-<version>-custom-initramfs.x86_64.img
1 The location of the Ignition config to install. 2 The desired secondary console. In this case, the graphical console. Omitting this option will disable the graphical console. 3 The desired primary console. In this case, the serial console. The options
field defines the baud rate and other settings. A common value for this field is115200n8
. If no options are provided, the default kernel value of9600n8
is used. For more information on the format of this option, see the Linux kernel serial console documentation.4 The specified disk to install to. In this case, /dev/sda
. If you omit this option, the PXE environment automatically runs the installer which will fail unless you also specify thecoreos.inst.install_dev
kernel argument.Your customizations are applied and affect every subsequent boot of the PXE environment.
Modifying a live install PXE environment to use a custom certificate authority
You can provide certificate authority (CA) certificates to Ignition with the --ignition-ca
flag of the customize
subcommand. You can use the CA certificates during both the installation boot and when provisioning the installed system.
Procedure
Download the
coreos-installer
binary from the coreos-installer image mirror page.Retrieve the FCOS
kernel
,initramfs
androotfs
files from the FCOS image mirror page and run the following command to create a new customizedinitramfs
file for use with a custom CA:$ coreos-installer pxe customize rhcos-<version>-live-initramfs.x86_64.img \
--ignition-ca cert.pem \
-o rhcos-<version>-custom-initramfs.x86_64.img
Custom CA certificates affect how Ignition fetches remote resources but they do not affect the certificates installed onto the system.
Your CA certificate is applied and affects every subsequent boot of the PXE environment.
Modifying a live install PXE environment with customized network settings
You can embed a NetworkManager keyfile into the live PXE environment and pass it through to the installed system with the --network-keyfile
flag of the customize
subcommand.
Procedure
Download the
coreos-installer
binary from the coreos-installer image mirror page.Create a connection profile for a bonded interface. For example, create the
bond0.nmconnection
file in your local directory with the following content:[connection]
id=bond0
type=bond
interface-name=bond0
multi-connect=1
permissions=
[ethernet]
mac-address-blacklist=
[bond]
miimon=100
mode=active-backup
[ipv4]
method=auto
[ipv6]
method=auto
[proxy]
Create a connection profile for a secondary interface to add to the bond. For example, create the
bond0-proxy-em1.nmconnection
file in your local directory with the following content:[connection]
id=em1
type=ethernet
interface-name=em1
master=bond0
multi-connect=1
permissions=
slave-type=bond
[ethernet]
mac-address-blacklist=
Create a connection profile for a secondary interface to add to the bond. For example, create the
bond0-proxy-em2.nmconnection
file in your local directory with the following content:[connection]
id=em2
type=ethernet
interface-name=em2
master=bond0
multi-connect=1
permissions=
slave-type=bond
[ethernet]
mac-address-blacklist=
Retrieve the FCOS
kernel
,initramfs
androotfs
files from the FCOS image mirror page and run the following command to create a new customizedinitramfs
file that contains your configured networking:$ coreos-installer pxe customize rhcos-<version>-live-initramfs.x86_64.img \
--network-keyfile bond0.nmconnection \
--network-keyfile bond0-proxy-em1.nmconnection \
--network-keyfile bond0-proxy-em2.nmconnection \
-o rhcos-<version>-custom-initramfs.x86_64.img
Network settings are applied to the live system and are carried over to the destination system.
Advanced FCOS installation reference
This section illustrates the networking configuration and other advanced options that allow you to modify the Fedora CoreOS (FCOS) manual installation process. The following tables describe the kernel arguments and command-line options you can use with the FCOS live installer and the coreos-installer
command.
Networking and bonding options for ISO installations
If you install FCOS from an ISO image, you can add kernel arguments manually when you boot the image to configure networking for a node. If no networking arguments are specified, DHCP is activated in the initramfs when FCOS detects that networking is required to fetch the Ignition config file.
When adding networking arguments manually, you must also add the |
The following information provides examples for configuring networking and bonding on your FCOS nodes for ISO installations. The examples describe how to use the ip=
, nameserver=
, and bond=
kernel arguments.
Ordering is important when adding the kernel arguments: |
The networking options are passed to the dracut
tool during system boot. For more information about the networking options supported by dracut
, see the dracut.cmdline
manual page.
The following examples are the networking options for ISO installation.
Configuring DHCP or static IP addresses
To configure an IP address, either use DHCP (ip=dhcp
) or set an individual static IP address (ip=<host_ip>
). If setting a static IP, you must then identify the DNS server IP address (nameserver=<dns_ip>
) on each node. The following example sets:
The node’s IP address to
10.10.10.2
The gateway address to
10.10.10.254
The netmask to
255.255.255.0
The hostname to
core0.example.com
The DNS server address to
4.4.4.41
The auto-configuration value to
none
. No auto-configuration is required when IP networking is configured statically.
ip=10.10.10.2::10.10.10.254:255.255.255.0:core0.example.com:enp1s0:none
nameserver=4.4.4.41
When you use DHCP to configure IP addressing for the FCOS machines, the machines also obtain the DNS server information through DHCP. For DHCP-based deployments, you can define the DNS server address that is used by the FCOS nodes through your DHCP server configuration. |
Configuring an IP address without a static hostname
You can configure an IP address without assigning a static hostname. If a static hostname is not set by the user, it will be picked up and automatically set by a reverse DNS lookup. To configure an IP address without a static hostname refer to the following example:
The node’s IP address to
10.10.10.2
The gateway address to
10.10.10.254
The netmask to
255.255.255.0
The DNS server address to
4.4.4.41
The auto-configuration value to
none
. No auto-configuration is required when IP networking is configured statically.
ip=10.10.10.2::10.10.10.254:255.255.255.0::enp1s0:none
nameserver=4.4.4.41
Specifying multiple network interfaces
You can specify multiple network interfaces by setting multiple ip=
entries.
ip=10.10.10.2::10.10.10.254:255.255.255.0:core0.example.com:enp1s0:none
ip=10.10.10.3::10.10.10.254:255.255.255.0:core0.example.com:enp2s0:none
Configuring default gateway and route
Optional: You can configure routes to additional networks by setting an rd.route=
value.
When you configure one or multiple networks, one default gateway is required. If the additional network gateway is different from the primary network gateway, the default gateway must be the primary network gateway. |
Run the following command to configure the default gateway:
ip=::10.10.10.254::::
Enter the following command to configure the route for the additional network:
rd.route=20.20.20.0/24:20.20.20.254:enp2s0
Disabling DHCP on a single interface
You can disable DHCP on a single interface, such as when there are two or more network interfaces and only one interface is being used. In the example, the enp1s0
interface has a static networking configuration and DHCP is disabled for enp2s0
, which is not used:
ip=10.10.10.2::10.10.10.254:255.255.255.0:core0.example.com:enp1s0:none
ip=::::core0.example.com:enp2s0:none
Combining DHCP and static IP configurations
You can combine DHCP and static IP configurations on systems with multiple network interfaces, for example:
ip=enp1s0:dhcp
ip=10.10.10.2::10.10.10.254:255.255.255.0:core0.example.com:enp2s0:none
Configuring VLANs on individual interfaces
Optional: You can configure VLANs on individual interfaces by using the vlan=
parameter.
To configure a VLAN on a network interface and use a static IP address, run the following command:
ip=10.10.10.2::10.10.10.254:255.255.255.0:core0.example.com:enp2s0.100:none
vlan=enp2s0.100:enp2s0
To configure a VLAN on a network interface and to use DHCP, run the following command:
ip=enp2s0.100:dhcp
vlan=enp2s0.100:enp2s0
Providing multiple DNS servers
You can provide multiple DNS servers by adding a nameserver=
entry for each server, for example:
nameserver=1.1.1.1
nameserver=8.8.8.8
Bonding multiple network interfaces to a single interface
Optional: You can bond multiple network interfaces to a single interface by using the bond=
option. Refer to the following examples:
The syntax for configuring a bonded interface is:
bond=name[:network_interfaces][:options]
name is the bonding device name (
bond0
), network_interfaces represents a comma-separated list of physical (ethernet) interfaces (em1,em2
), and options is a comma-separated list of bonding options. Entermodinfo bonding
to see available options.When you create a bonded interface using
bond=
, you must specify how the IP address is assigned and other information for the bonded interface.To configure the bonded interface to use DHCP, set the bond’s IP address to
dhcp
. For example:bond=bond0:em1,em2:mode=active-backup
ip=bond0:dhcp
To configure the bonded interface to use a static IP address, enter the specific IP address you want and related information. For example:
bond=bond0:em1,em2:mode=active-backup
ip=10.10.10.2::10.10.10.254:255.255.255.0:core0.example.com:bond0:none
Bonding multiple network interfaces to a single interface
Optional: You can configure VLANs on bonded interfaces by using the vlan=
parameter and to use DHCP, for example:
ip=bond0.100:dhcp
bond=bond0:em1,em2:mode=active-backup
vlan=bond0.100:bond0
Use the following example to configure the bonded interface with a VLAN and to use a static IP address:
ip=10.10.10.2::10.10.10.254:255.255.255.0:core0.example.com:bond0.100:none
bond=bond0:em1,em2:mode=active-backup
vlan=bond0.100:bond0
Using network teaming
Optional: You can use a network teaming as an alternative to bonding by using the team=
parameter:
The syntax for configuring a team interface is:
team=name[:network_interfaces]
name is the team device name (
team0
) and network_interfaces represents a comma-separated list of physical (ethernet) interfaces (em1, em2
).
Teaming is planned to be deprecated when FCOS switches to an upcoming version of Fedora. For more information, see this Red Hat Knowledgebase Article. |
Use the following example to configure a network team:
team=team0:em1,em2
ip=team0:dhcp
coreos-installer
options for ISO and PXE installations
You can install FCOS by running coreos-installer install <options> <device>
at the command prompt, after booting into the FCOS live environment from an ISO image.
The following table shows the subcommands, options, and arguments you can pass to the coreos-installer
command.
coreos-installer install subcommand | |||
Subcommand | Description | ||
| Embed an Ignition config in an ISO image. | ||
coreos-installer install subcommand options | |||
Option | Description | ||
| Specify the image URL manually. | ||
| Specify a local image file manually. Used for debugging. | ||
| Embed an Ignition config from a file. | ||
| Embed an Ignition config from a URL. | ||
| Digest | ||
| Override the Ignition platform ID for the installed system. | ||
| Set the kernel and bootloader console for the installed system. For more information about the format of | ||
| Append a default kernel argument to the installed system. | ||
| Delete a default kernel argument from the installed system. | ||
| Copy the network configuration from the install environment.
| ||
| For use with | ||
| Save partitions with this label glob. | ||
| Save partitions with this number or range. | ||
| Skip signature verification. | ||
| Allow Ignition URL without HTTPS or hash. | ||
| Target CPU architecture. Valid values are | ||
| Do not clear partition table on error. | ||
| Print help information. | ||
coreos-installer install subcommand argument | |||
Argument | Description | ||
| The destination device. | ||
coreos-installer ISO subcommands | |||
Subcommand | Description | ||
| Customize a FCOS live ISO image. | ||
| Restore a FCOS live ISO image to default settings. | ||
| Remove the embedded Ignition config from an ISO image. | ||
coreos-installer ISO customize subcommand options | |||
Option | Description | ||
| Merge the specified Ignition config file into a new configuration fragment for the destination system. | ||
| Specify the kernel and bootloader console for the destination system. | ||
| Install and overwrite the specified destination device. | ||
| Add a kernel argument to each boot of the destination system. | ||
| Delete a kernel argument from each boot of the destination system. | ||
| Configure networking by using the specified NetworkManager keyfile for live and destination systems. | ||
| Specify an additional TLS certificate authority to be trusted by Ignition. | ||
| Run the specified script before installation. | ||
| Run the specified script after installation. | ||
| Apply the specified installer configuration file. | ||
| Merge the specified Ignition config file into a new configuration fragment for the live environment. | ||
| Add a kernel argument to each boot of the live environment. | ||
| Delete a kernel argument from each boot of the live environment. | ||
| Replace a kernel argument in each boot of the live environment, in the form | ||
| Overwrite an existing Ignition config. | ||
| Write the ISO to a new output file. | ||
| Print help information. | ||
coreos-installer PXE subcommands | |||
Subcommand | Description | ||
Note that not all of these options are accepted by all subcommands. | |||
| Customize a FCOS live PXE boot config. | ||
| Wrap an Ignition config in an image. | ||
| Show the wrapped Ignition config in an image. | ||
coreos-installer PXE customize subcommand options | |||
Option | Description | ||
Note that not all of these options are accepted by all subcommands. | |||
| Merge the specified Ignition config file into a new configuration fragment for the destination system. | ||
| Specify the kernel and bootloader console for the destination system. | ||
| Install and overwrite the specified destination device. | ||
| Configure networking by using the specified NetworkManager keyfile for live and destination systems. | ||
| Specify an additional TLS certificate authority to be trusted by Ignition. | ||
| Run the specified script before installation. | ||
| Run the specified script after installation. | ||
| Apply the specified installer configuration file. | ||
| Merge the specified Ignition config file into a new configuration fragment for the live environment. | ||
| Write the initramfs to a new output file.
| ||
| Print help information. |
coreos.inst
boot options for ISO or PXE installations
You can automatically invoke coreos-installer
options at boot time by passing coreos.inst
boot arguments to the FCOS live installer. These are provided in addition to the standard boot arguments.
For ISO installations, the
coreos.inst
options can be added by interrupting the automatic boot at the bootloader menu. You can interrupt the automatic boot by pressingTAB
while the RHEL CoreOS (Live) menu option is highlighted.For PXE or iPXE installations, the
coreos.inst
options must be added to theAPPEND
line before the FCOS live installer is booted.
The following table shows the FCOS live installer coreos.inst
boot options for ISO and PXE installations.
Argument | Description |
---|---|
| Required. The block device on the system to install to. It is recommended to use the full path, such as |
| Optional: The URL of the Ignition config to embed into the installed system. If no URL is specified, no Ignition config is embedded. Only HTTP and HTTPS protocols are supported. |
| Optional: Comma-separated labels of partitions to preserve during the install. Glob-style wildcards are permitted. The specified partitions do not need to exist. |
| Optional: Comma-separated indexes of partitions to preserve during the install. Ranges |
| Optional: Permits the OS image that is specified by |
| Optional: Download and install the specified FCOS image.
|
| Optional: The system will not reboot after installing. After the install finishes, you will receive a prompt that allows you to inspect what is happening during installation. This argument should not be used in production environments and is intended for debugging purposes only. |
| Optional: The Ignition platform ID of the platform the FCOS image is being installed on. Default is |
| Optional: The URL of the Ignition config for the live boot. For example, this can be used to customize how |
Enabling multipathing with kernel arguments on FCOS
FCOS supports multipathing on the primary disk, allowing stronger resilience to hardware failure to achieve higher host availability.
You can enable multipathing at installation time for nodes that were provisioned in OKD 4.8 or later. While post-installation support is available by activating multipathing via the machine config, enabling multipathing during installation is recommended.
In setups where any I/O to non-optimized paths results in I/O system errors, you must enable multipathing at installation time.
On IBM Z and LinuxONE, you can enable multipathing only if you configured your cluster for it during installation. For more information, see “Installing FCOS and starting the OKD bootstrap process” in Installing a cluster with z/VM on IBM Z and LinuxONE. |
The following procedure enables multipath at installation time and appends kernel arguments to the coreos-installer install
command so that the installed system itself will use multipath beginning from the first boot.
Prerequisites
You have a running OKD cluster that uses version 4.8 or later.
OKD does not support enabling multipathing as a day-2 activity on nodes that have been upgraded from 4.6 or earlier.
You are logged in to the cluster as a user with administrative privileges.
Procedure
To enable multipath and start the
multipathd
daemon, run the following command:$ mpathconf --enable && systemctl start multipathd.service
- Optional: If booting the PXE or ISO, you can instead enable multipath by adding
rd.multipath=default
from the kernel command line.
Append the kernel arguments by invoking the
coreos-installer
program:If there is only one multipath device connected to the machine, it should be available at path
/dev/mapper/mpatha
. For example:$ coreos-installer install /dev/mapper/mpatha \ (1)
--append-karg rd.multipath=default \
--append-karg root=/dev/disk/by-label/dm-mpath-root \
--append-karg rw
1 Indicates the path of the single multipathed device. If there are multiple multipath devices connected to the machine, or to be more explicit, instead of using
/dev/mapper/mpatha
, it is recommended to use the World Wide Name (WWN) symlink available in/dev/disk/by-id
. For example:$ coreos-installer install /dev/disk/by-id/wwn-<wwn_ID> \ (1)
--append-karg rd.multipath=default \
--append-karg root=/dev/disk/by-label/dm-mpath-root \
--append-karg rw
1 Indicates the WWN ID of the target multipathed device. For example, 0xx194e957fcedb4841
.This symlink can also be used as the
coreos.inst.install_dev
kernel argument when using specialcoreos.inst.*
arguments to direct the live installer. For more information, see “Installing FCOS and starting the OKD bootstrap process”.
Check that the kernel arguments worked by going to one of the worker nodes and listing the kernel command line arguments (in
/proc/cmdline
on the host):$ oc debug node/ip-10-0-141-105.ec2.internal
Example output
Starting pod/ip-10-0-141-105ec2internal-debug ...
To use host binaries, run `chroot /host`
sh-4.2# cat /host/proc/cmdline
...
rd.multipath=default root=/dev/disk/by-label/dm-mpath-root
...
sh-4.2# exit
You should see the added kernel arguments.
Updating the bootloader using bootupd
To update the bootloader by using bootupd
, you must either install bootupd
on FCOS machines manually or provide a machine config with the enabled systemd
unit. Unlike grubby
or other bootloader tools, bootupd
does not manage kernel space configuration such as passing kernel arguments.
After you have installed bootupd
, you can manage it remotely from the OKD cluster.
It is recommended that you use |
Manual install method
You can manually install bootupd
by using the bootctl
command-line tool.
Inspect the system status:
# bootupctl status
Example output for
x86_64
Component EFI
Installed: grub2-efi-x64-1:2.04-31.fc33.x86_64,shim-x64-15-8.x86_64
Update: At latest version
FCOS images created without
bootupd
installed on them require an explicit adoption phase.If the system status is
Adoptable
, perform the adoption:# bootupctl adopt-and-update
Example output
Updated: grub2-efi-x64-1:2.04-31.fc33.x86_64,shim-x64-15-8.x86_64
If an update is available, apply the update so that the changes take effect on the next reboot:
# bootupctl update
Example output
Updated: grub2-efi-x64-1:2.04-31.fc33.x86_64,shim-x64-15-8.x86_64
Machine config method
Another way to enable bootupd
is by providing a machine config.
Provide a machine config file with the enabled
systemd
unit, as shown in the following example:Example output
variant: rhcos
version: 1.1.0
systemd:
units:
- name: custom-bootupd-auto.service
enabled: true
contents: |
[Unit]
Description=Bootupd automatic update
[Service]
ExecStart=/usr/bin/bootupctl update
RemainAfterExit=yes
[Install]
WantedBy=multi-user.target
Waiting for the bootstrap process to complete
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.
Prerequisites
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.
Procedure
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
, orerror
instead ofinfo
.Example output
INFO Waiting up to 30m0s for the Kubernetes API at https://api.test.example.com:6443...
INFO API v1.25.0 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.
Additional resources
- See Monitoring installation progress for more information about monitoring the installation logs and retrieving diagnostic data if installation issues arise.
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 OKD installation.
Prerequisites
You deployed an OKD cluster.
You installed the
oc
CLI.
Procedure
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
Example output
system:admin
Approving the certificate signing requests for your machines
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.
Prerequisites
- You added machines to your cluster.
Procedure
Confirm that the cluster recognizes the machines:
$ oc get nodes
Example output
NAME STATUS ROLES AGE VERSION
master-0 Ready master 63m v1.25.0
master-1 Ready master 63m v1.25.0
master-2 Ready master 64m v1.25.0
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
orApproved
status for each machine that you added to the cluster:$ oc get csr
Example output
NAME AGE REQUESTOR CONDITION
csr-8b2br 15m system:serviceaccount:openshift-machine-config-operator:node-bootstrapper Pending
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
machine-approver
if the Kubelet requests a new certificate with identical parameters.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
oc exec
,oc rsh
, andoc logs
commands cannot succeed, because a serving certificate is required when the API server connects to the kubelet. Any operation that contacts the Kubelet endpoint requires this certificate approval to be in place. The method must watch for new CSRs, confirm that the CSR was submitted by thenode-bootstrapper
service account in thesystem:node
orsystem:admin
groups, and confirm the identity of the node.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
Example output
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
Example output
NAME STATUS ROLES AGE VERSION
master-0 Ready master 73m v1.25.0
master-1 Ready master 73m v1.25.0
master-2 Ready master 74m v1.25.0
worker-0 Ready worker 11m v1.25.0
worker-1 Ready worker 11m v1.25.0
It can take a few minutes after approval of the server CSRs for the machines to transition to the
Ready
status.
Additional information
- For more information on CSRs, see Certificate Signing Requests.
Initial Operator configuration
After the control plane initializes, you must immediately configure some Operators so that they all become available.
Prerequisites
- Your control plane has initialized.
Procedure
Watch the cluster components come online:
$ watch -n5 oc get clusteroperators
Example output
NAME VERSION AVAILABLE PROGRESSING DEGRADED SINCE
authentication 4.12.0 True False False 19m
baremetal 4.12.0 True False False 37m
cloud-credential 4.12.0 True False False 40m
cluster-autoscaler 4.12.0 True False False 37m
config-operator 4.12.0 True False False 38m
console 4.12.0 True False False 26m
csi-snapshot-controller 4.12.0 True False False 37m
dns 4.12.0 True False False 37m
etcd 4.12.0 True False False 36m
image-registry 4.12.0 True False False 31m
ingress 4.12.0 True False False 30m
insights 4.12.0 True False False 31m
kube-apiserver 4.12.0 True False False 26m
kube-controller-manager 4.12.0 True False False 36m
kube-scheduler 4.12.0 True False False 36m
kube-storage-version-migrator 4.12.0 True False False 37m
machine-api 4.12.0 True False False 29m
machine-approver 4.12.0 True False False 37m
machine-config 4.12.0 True False False 36m
marketplace 4.12.0 True False False 37m
monitoring 4.12.0 True False False 29m
network 4.12.0 True False False 38m
node-tuning 4.12.0 True False False 37m
openshift-apiserver 4.12.0 True False False 32m
openshift-controller-manager 4.12.0 True False False 30m
openshift-samples 4.12.0 True False False 32m
operator-lifecycle-manager 4.12.0 True False False 37m
operator-lifecycle-manager-catalog 4.12.0 True False False 37m
operator-lifecycle-manager-packageserver 4.12.0 True False False 32m
service-ca 4.12.0 True False False 38m
storage 4.12.0 True False False 37m
Configure the Operators that are not available.
Additional resources
See Gathering logs from a failed installation for details about gathering data in the event of a failed OKD installation.
See Troubleshooting Operator issues for steps to check Operator pod health across the cluster and gather Operator logs for diagnosis.
Disabling the default OperatorHub catalog sources
Operator catalogs that source content provided by Red Hat and community projects are configured for OperatorHub by default during an OKD installation. In a restricted network environment, you must disable the default catalogs as a cluster administrator.
Procedure
Disable the sources for the default catalogs by adding
disableAllDefaultSources: true
to theOperatorHub
object:$ oc patch OperatorHub cluster --type json \
-p '[{"op": "add", "path": "/spec/disableAllDefaultSources", "value": true}]'
Alternatively, you can use the web console to manage catalog sources. From the Administration → Cluster Settings → Configuration → OperatorHub page, click the Sources tab, where you can create, delete, disable, and enable individual sources. |
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.
Changing the image registry’s management state
To start the image registry, you must change the Image Registry Operator configuration’s managementState
from Removed
to Managed
.
Procedure
Change
managementState
Image Registry Operator configuration fromRemoved
toManaged
. For example:$ oc patch configs.imageregistry.operator.openshift.io cluster --type merge --patch '{"spec":{"managementState":"Managed"}}'
Configuring registry storage for bare metal and other manual installations
As a cluster administrator, following installation you must configure your registry to use storage.
Prerequisites
You have access to the cluster as a user with the
cluster-admin
role.You have a cluster that uses manually-provisioned Fedora CoreOS (FCOS) nodes, such as bare metal.
You have provisioned persistent storage for your cluster, such as Red Hat OpenShift Data Foundation.
OKD supports
ReadWriteOnce
access for image registry storage when you have only one replica.ReadWriteOnce
access also requires that the registry uses theRecreate
rollout strategy. To deploy an image registry that supports high availability with two or more replicas,ReadWriteMany
access is required.Must have 100Gi capacity.
Procedure
To configure your registry to use storage, change the
spec.storage.pvc
in theconfigs.imageregistry/cluster
resource.When using 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
Example output
No resources 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
Example output
storage:
pvc:
claim:
Leave the
claim
field blank to allow the automatic creation of animage-registry-storage
PVC.Check the
clusteroperator
status:$ oc get clusteroperator image-registry
Example output
NAME VERSION AVAILABLE PROGRESSING DEGRADED SINCE MESSAGE
image-registry 4.7 True False False 6h50m
Ensure that your registry is set to managed to enable building and pushing of images.
Run:
$ oc edit configs.imageregistry/cluster
Then, change the line
managementState: Removed
to
managementState: Managed
Configuring storage for the image registry in non-production clusters
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.
Procedure
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.
Configuring block registry storage
To allow the image registry to use block storage types during upgrades as a cluster administrator, you can use the Recreate
rollout strategy.
Block storage volumes are supported but not recommended for use with the 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
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 one (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.
Edit the registry configuration so that it references the correct PVC.
Completing installation on user-provisioned infrastructure
After you complete the Operator configuration, you can finish installing the cluster on infrastructure that you provide.
Prerequisites
Your control plane has initialized.
You have completed the initial Operator configuration.
Procedure
Confirm that all the cluster components are online with the following command:
$ watch -n5 oc get clusteroperators
Example output
NAME VERSION AVAILABLE PROGRESSING DEGRADED SINCE
authentication 4.12.0 True False False 19m
baremetal 4.12.0 True False False 37m
cloud-credential 4.12.0 True False False 40m
cluster-autoscaler 4.12.0 True False False 37m
config-operator 4.12.0 True False False 38m
console 4.12.0 True False False 26m
csi-snapshot-controller 4.12.0 True False False 37m
dns 4.12.0 True False False 37m
etcd 4.12.0 True False False 36m
image-registry 4.12.0 True False False 31m
ingress 4.12.0 True False False 30m
insights 4.12.0 True False False 31m
kube-apiserver 4.12.0 True False False 26m
kube-controller-manager 4.12.0 True False False 36m
kube-scheduler 4.12.0 True False False 36m
kube-storage-version-migrator 4.12.0 True False False 37m
machine-api 4.12.0 True False False 29m
machine-approver 4.12.0 True False False 37m
machine-config 4.12.0 True False False 36m
marketplace 4.12.0 True False False 37m
monitoring 4.12.0 True False False 29m
network 4.12.0 True False False 38m
node-tuning 4.12.0 True False False 37m
openshift-apiserver 4.12.0 True False False 32m
openshift-controller-manager 4.12.0 True False False 30m
openshift-samples 4.12.0 True False False 32m
operator-lifecycle-manager 4.12.0 True False False 37m
operator-lifecycle-manager-catalog 4.12.0 True False False 37m
operator-lifecycle-manager-packageserver 4.12.0 True False False 32m
service-ca 4.12.0 True False False 38m
storage 4.12.0 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.Example output
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.
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.
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
Example output
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 Post-installation machine configuration tasks documentation for more information.
Register your cluster on the Cluster registration page.
Additional resources
- See About remote health monitoring for more information about the Telemetry service
Next steps
Configure image streams for the Cluster Samples Operator and the
must-gather
tool.Learn how to use Operator Lifecycle Manager (OLM) on restricted networks.
If the mirror registry that you used to install your cluster has a trusted CA, add it to the cluster by configuring additional trust stores.
If necessary, you can opt out of remote health reporting.