Installing a cluster on AWS with customizations

In OKD version 4.14, you can install a customized cluster on infrastructure that the installation program provisions on Amazon Web Services (AWS). To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

The scope of the OKD installation configurations is intentionally narrow. It is designed for simplicity and ensured success. You can complete many more OKD configuration tasks after an installation completes.

Prerequisites

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 /home/core/.ssh/authorized_keys.d/core file. However, the Machine Config Operator manages SSH keys in the /home/core/.ssh/authorized_keys file and configures sshd to ignore the /home/core/.ssh/authorized_keys.d/core file. As a result, newly provisioned OKD nodes are not accessible using SSH until the Machine Config Operator reconciles the machine configs with the authorized_keys file. After you can access the nodes using SSH, you can delete the /home/core/.ssh/authorized_keys.d/core file.

Procedure

  1. 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:

    1. $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> (1)
    1Specify 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 the Fedora cryptographic libraries that have been submitted to NIST for FIPS 140-2/140-3 Validation on only the x86_64, ppc64le, and s390x architectures, do not create a key that uses the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

  2. View the public SSH key:

    1. $ cat <path>/<file_name>.pub

    For example, run the following to view the ~/.ssh/id_ed25519.pub public key:

    1. $ cat ~/.ssh/id_ed25519.pub

  3. 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.

    1. If the ssh-agent process is not already running for your local user, start it as a background task:

      1. $ eval "$(ssh-agent -s)"

      Example output

      1. 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.

  4. Add your SSH private key to the ssh-agent:

    1. $ ssh-add <path>/<file_name> (1)
    1Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519

    Example output

    1. Identity added: /home/<you>/<path>/<file_name> (<computer_name>)

Next steps

  • When you install OKD, provide the SSH public key to the installation program.

Obtaining an AWS Marketplace image

If you are deploying an OKD cluster using an AWS Marketplace image, you must first subscribe through AWS. Subscribing to the offer provides you with the AMI ID that the installation program uses to deploy worker nodes.

Prerequisites

  • You have an AWS account to purchase the offer. This account does not have to be the same account that is used to install the cluster.

Procedure

  1. Complete the OKD subscription from the AWS Marketplace.

  2. Record the AMI ID for your specific region. As part of the installation process, you must update the install-config.yaml file with this value before deploying the cluster.

Sample install-config.yaml file with AWS Marketplace worker nodes

  1. apiVersion: v1
  2. baseDomain: example.com
  3. compute:
  4. - hyperthreading: Enabled
  5.   name: worker
  6.   platform:
  7.     aws:
  8.       amiID: ami-06c4d345f7c207239 (1)
  9.       type: m5.4xlarge
  10.   replicas: 3
  11. metadata:
  12.   name: test-cluster
  13. platform:
  14.   aws:
  15.     region: us-east-2 (2)
  16. sshKey: ssh-ed25519 AAAA...
  17. pullSecret: '{"auths": ...}'
1The AMI ID from your AWS Marketplace subscription.
2Your AMI ID is associated with a specific AWS region. When creating the installation configuration file, ensure that you select the same AWS region that you specified when configuring your subscription.

Obtaining the installation program

Before you install OKD, download the installation file on the host you are using for installation.

Prerequisites

  • You have a computer that runs Linux or macOS, with 500 MB of local disk space.

Procedure

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

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

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

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

    1. $ tar -xvf openshift-install-linux.tar.gz

  3. Download your installation pull secret from the Red Hat OpenShift Cluster Manager. This pull secret allows you to authenticate with the services that are provided by the included authorities, including Quay.io, which serves the container images for OKD components.

    Using a pull secret from the Red Hat OpenShift Cluster Manager is not required. You can use a pull secret for another private registry. Or, if you do not need the cluster to pull images from a private registry, you can use {"auths":{"fake":{"auth":"aWQ6cGFzcwo="}}} as the pull secret when prompted during the installation.

    If you do not use the pull secret from the Red Hat OpenShift Cluster Manager:

    • Red Hat Operators are not available.

    • The Telemetry and Insights operators do not send data to Red Hat.

    • Content from the Red Hat Container Catalog registry, such as image streams and Operators, are not available.

Creating the installation configuration file

You can customize the OKD cluster you install on Amazon Web Services (AWS).

Prerequisites

  • You have the OKD installation program and the pull secret for your cluster.

Procedure

  1. Create the install-config.yaml file.

    1. Change to the directory that contains the installation program and run the following command:

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

      When specifying the directory:

      • Verify that the directory has the execute permission. This permission is required to run Terraform binaries under the installation directory.

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

        Always delete the ~/.powervs directory to avoid reusing a stale configuration. Run the following command:

        1. $ rm -rf ~/.powervs

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

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

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

      2. Select AWS as the platform to target.

      3. If you do not have an Amazon Web Services (AWS) profile stored on your computer, enter the AWS access key ID and secret access key for the user that you configured to run the installation program.

      4. Select the AWS region to deploy the cluster to.

      5. Select the base domain for the Route 53 service that you configured for your cluster.

      6. Enter a descriptive name for your cluster.

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

    If you are installing a three-node cluster, be sure to set the compute.replicas parameter to 0. This ensures that the cluster’s control planes are schedulable. For more information, see “Installing a three-node cluster on AWS”.

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

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

Additional resources

Minimum resource requirements for cluster installation

Each cluster machine must meet the following minimum requirements:

Table 1. Minimum resource requirements
MachineOperating SystemvCPU [1]Virtual RAMStorageInput/Output Per Second (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

  1. One vCPU 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 = vCPUs.

  2. 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.

  3. 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.

Additional resources

Tested instance types for AWS

The following Amazon Web Services (AWS) instance types have been tested with OKD.

Use the machine types included in the following charts for your AWS instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in “Minimum resource requirements for cluster installation”.

Machine types based on 64-bit x86 architecture

  • c4.*

  • c5.*

  • c5a.*

  • i3.*

  • m4.*

  • m5.*

  • m5a.*

  • m6i.*

  • r4.*

  • r5.*

  • r5a.*

  • r6i.*

  • t3.*

  • t3a.*

Tested instance types for AWS on 64-bit ARM infrastructures

The following Amazon Web Services (AWS) 64-bit ARM instance types have been tested with OKD.

Use the machine types included in the following charts for your AWS ARM instances. If you use an instance type that is not listed in the chart, ensure that the instance size you use matches the minimum resource requirements that are listed in “Minimum resource requirements for cluster installation”.

Machine types based on 64-bit ARM architecture

  • c6g.*

  • m6g.*

Sample customized install-config.yaml file for AWS

You can customize the installation configuration file (install-config.yaml) to specify more details about your OKD cluster’s platform or modify the values of the required parameters.

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

  1. apiVersion: v1
  2. baseDomain: example.com (1)
  3. credentialsMode: Mint (2)
  4. controlPlane:  (3) (4)
  5.   hyperthreading: Enabled (5)
  6.   name: master
  7.   platform:
  8.     aws:
  9.       zones:
  10.       - us-west-2a
  11.       - us-west-2b
  12.       rootVolume:
  13.         iops: 4000
  14.         size: 500
  15.         type: io1 (6)
  16.       metadataService:
  17.         authentication: Optional (7)
  18.       type: m6i.xlarge
  19.   replicas: 3
  20. compute: (3)
  21. - hyperthreading: Enabled (5)
  22.   name: worker
  23.   platform:
  24.     aws:
  25.       rootVolume:
  26.         iops: 2000
  27.         size: 500
  28.         type: io1 (6)
  29.       metadataService:
  30.         authentication: Optional (7)
  31.       type: c5.4xlarge
  32.       zones:
  33.       - us-west-2c
  34.   replicas: 3
  35. metadata:
  36.   name: test-cluster (1)
  37. networking:
  38.   clusterNetwork:
  39.   - cidr: 10.128.0.0/14
  40.     hostPrefix: 23
  41.   machineNetwork:
  42.   - cidr: 10.0.0.0/16
  43.   networkType: OVNKubernetes (8)
  44.   serviceNetwork:
  45.   - 172.30.0.0/16
  46. platform:
  47.   aws:
  48.     region: us-west-2 (1)
  49.     propagateUserTags: true (3)
  50.     userTags:
  51.       adminContact: jdoe
  52.       costCenter: 7536
  53.     amiID: ami-96c6f8f7 (9)
  54.     serviceEndpoints: (10)
  55.       - name: ec2
  56.         url: https://vpce-id.ec2.us-west-2.vpce.amazonaws.com
  57. sshKey: ssh-ed25519 AAAA... (11)
  58. pullSecret: '{"auths": ...}' (1)
1Required. The installation program prompts you for this value.
2Optional: Add this parameter to force the Cloud Credential Operator (CCO) to use the specified mode. By default, the CCO uses the root credentials in the kube-system namespace to dynamically try to determine the capabilities of the credentials. For details about CCO modes, see the “About the Cloud Credential Operator” section in the Authentication and authorization guide.
3If you do not provide these parameters and values, the installation program provides the default value.
4The 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.
5Whether to enable or disable simultaneous multithreading, or hyperthreading. By default, simultaneous multithreading is enabled to increase the performance of your machines’ cores. You can disable it by setting the parameter value to Disabled. If you disable simultaneous multithreading in some cluster machines, you must disable it in all cluster machines.

If you disable simultaneous multithreading, ensure that your capacity planning accounts for the dramatically decreased machine performance. Use larger instance types, such as m4.2xlarge or m5.2xlarge, for your machines if you disable simultaneous multithreading.

6To configure faster storage for etcd, especially for larger clusters, set the storage type as io1 and set iops to 2000.
7Whether to require the Amazon EC2 Instance Metadata Service v2 (IMDSv2). To require IMDSv2, set the parameter value to Required. To allow the use of both IMDSv1 and IMDSv2, set the parameter value to Optional. If no value is specified, both IMDSv1 and IMDSv2 are allowed.

The IMDS configuration for control plane machines that is set during cluster installation can only be changed by using the AWS CLI. The IMDS configuration for compute machines can be changed by using compute machine sets.

8The cluster network plugin to install. The supported values are OVNKubernetes and OpenShiftSDN. The default value is OVNKubernetes.
9The ID of the AMI used to boot machines for the cluster. If set, the AMI must belong to the same region as the cluster.
10The AWS service endpoints. Custom endpoints are required when installing to an unknown AWS region. The endpoint URL must use the https protocol and the host must trust the certificate.
11You can optionally provide the sshKey value that you use to access the machines in your cluster.

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

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.

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’s spec.noProxy field to bypass the proxy if necessary.

    The Proxy object status.noProxy field is populated with the values of the networking.machineNetwork[].cidr, networking.clusterNetwork[].cidr, and networking.serviceNetwork[] fields from your installation configuration.

    For installations on Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and OpenStack, the Proxy object status.noProxy field is also populated with the instance metadata endpoint (169.254.169.254).

Procedure

  1. Edit your install-config.yaml file and add the proxy settings. For example:

    1. apiVersion: v1
    2. baseDomain: my.domain.com
    3. proxy:
    4.   httpProxy: http://<username>:<pswd>@<ip>:<port> (1)
    5.   httpsProxy: https://<username>:<pswd>@<ip>:<port> (2)
    6.   noProxy: ec2.<aws_region>.amazonaws.com,elasticloadbalancing.<aws_region>.amazonaws.com,s3.<aws_region>.amazonaws.com (3)
    7. additionalTrustBundle: | (4)
    8.     -----BEGIN CERTIFICATE-----
    9.     <MY_TRUSTED_CA_CERT>
    10.     -----END CERTIFICATE-----
    11. additionalTrustBundlePolicy: <policy_to_add_additionalTrustBundle> (5)
    1A proxy URL to use for creating HTTP connections outside the cluster. The URL scheme must be http.
    2A proxy URL to use for creating HTTPS connections outside the cluster.
    3A comma-separated list of destination domain names, IP addresses, or other network CIDRs to exclude from proxying. Preface a domain with . to match subdomains only. For example, .y.com matches x.y.com, but not y.com. Use * to bypass the proxy for all destinations. If you have added the Amazon EC2,Elastic Load Balancing, and S3 VPC endpoints to your VPC, you must add these endpoints to the noProxy field.
    4If provided, the installation program generates a config map that is named user-ca-bundle in the openshift-config namespace that contains one or more additional CA certificates that are required for proxying HTTPS connections. The Cluster Network Operator then creates a trusted-ca-bundle config map that merges these contents with the Fedora CoreOS (FCOS) trust bundle, and this config map is referenced in the trustedCA field of the Proxy object. The additionalTrustBundle field is required unless the proxy’s identity certificate is signed by an authority from the FCOS trust bundle.
    5Optional: The policy to determine the configuration of the Proxy object to reference the user-ca-bundle config map in the trustedCA field. The allowed values are Proxyonly and Always. Use Proxyonly to reference the user-ca-bundle config map only when http/https proxy is configured. Use Always to always reference the user-ca-bundle config map. The default value is Proxyonly.

    The installation program does not support the proxy readinessEndpoints field.

    If the installer times out, restart and then complete the deployment by using the wait-for command of the installer. For example:

    1. $ ./openshift-install wait-for install-complete —log-level debug

  2. 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 Proxy object named cluster is supported, and no additional proxies can be created.

Installing the OpenShift CLI by downloading the binary

You can install the OpenShift CLI (oc) to interact with OKD from a command-line interface. You can install oc on Linux, Windows, or macOS.

If you installed an earlier version of oc, you cannot use it to complete all of the commands in OKD 4.14. Download and install the new version of oc.

Installing the OpenShift CLI on Linux

You can install the OpenShift CLI (oc) binary on Linux by using the following procedure.

Procedure

  1. Navigate to https://mirror.openshift.com/pub/openshift-v4/clients/oc/latest/ and choose the folder for your operating system and architecture.

  2. Download oc.tar.gz.

  3. Unpack the archive:

    1. $ tar xvf <file>

  4. Place the oc binary in a directory that is on your PATH.

    To check your PATH, execute the following command:

    1. $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

  1. $ oc <command>

Installing the OpenShift CLI on Windows

You can install the OpenShift CLI (oc) binary on Windows by using the following procedure.

Procedure

  1. Navigate to https://mirror.openshift.com/pub/openshift-v4/clients/oc/latest/ and choose the folder for your operating system and architecture.

  2. Download oc.zip.

  3. Unzip the archive with a ZIP program.

  4. Move the oc binary to a directory that is on your PATH.

    To check your PATH, open the command prompt and execute the following command:

    1. C:\> path

After you install the OpenShift CLI, it is available using the oc command:

  1. C:\> oc <command>

Installing the OpenShift CLI on macOS

You can install the OpenShift CLI (oc) binary on macOS by using the following procedure.

Procedure

  1. Navigate to https://mirror.openshift.com/pub/openshift-v4/clients/oc/latest/ and choose the folder for your operating system and architecture.

  2. Download oc.tar.gz.

  3. Unpack and unzip the archive.

  4. Move the oc binary to a directory on your PATH.

    To check your PATH, open a terminal and execute the following command:

    1. $ echo $PATH

After you install the OpenShift CLI, it is available using the oc command:

  1. $ oc <command>

Alternatives to storing administrator-level secrets in the kube-system project

By default, administrator secrets are stored in the kube-system project. If you configured the credentialsMode parameter in the install-config.yaml file to Manual, you must use one of the following alternatives:

Manually creating long-term credentials

The Cloud Credential Operator (CCO) can be put into manual mode prior to installation in environments where the cloud identity and access management (IAM) APIs are not reachable, or the administrator prefers not to store an administrator-level credential secret in the cluster kube-system namespace.

Procedure

  1. If you did not set the credentialsMode parameter in the install-config.yaml configuration file to Manual, modify the value as shown:

    Sample configuration file snippet

    1. apiVersion: v1
    2. baseDomain: example.com
    3. credentialsMode: Manual
    4. # ...

  2. If you have not previously created installation manifest files, do so by running the following command:

    1. $ openshift-install create manifests

  3. Set a $RELEASE_IMAGE variable with the release image from your installation file by running the following command:

    1. $ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')

  4. Extract the list of CredentialsRequest custom resources (CRs) from the OKD release image by running the following command:

    1. $ oc adm release extract \
    2.   --from=$RELEASE_IMAGE \
    3.   --credentials-requests \
    4.   --included \(1)
    5.   --install-config=<path_to_directory_with_installation_configuration>/install-config.yaml \(2)
    6.   --to=<path_to_directory_for_credentials_requests> (3)
    1The —included parameter includes only the manifests that your specific cluster configuration requires.
    2Specify the location of the install-config.yaml file.
    3Specify the path to the directory where you want to store the CredentialsRequest objects. If the specified directory does not exist, this command creates it.

    This command creates a YAML file for each CredentialsRequest object.

    Sample CredentialsRequest object

    1. apiVersion: cloudcredential.openshift.io/v1
    2. kind: CredentialsRequest
    3. metadata:
    4.   name: <component_credentials_request>
    5.   namespace: openshift-cloud-credential-operator
    6.   ...
    7. spec:
    8.   providerSpec:
    9.     apiVersion: cloudcredential.openshift.io/v1
    10.     kind: AWSProviderSpec
    11.     statementEntries:
    12.     - effect: Allow
    13.       action:
    14.       - iam:GetUser
    15.       - iam:GetUserPolicy
    16.       - iam:ListAccessKeys
    17.       resource: "*"
    18.   ...

  5. Create YAML files for secrets in the openshift-install manifests directory that you generated previously. The secrets must be stored using the namespace and secret name defined in the spec.secretRef for each CredentialsRequest object.

    Sample CredentialsRequest object with secrets

    1. apiVersion: cloudcredential.openshift.io/v1
    2. kind: CredentialsRequest
    3. metadata:
    4.   name: <component_credentials_request>
    5.   namespace: openshift-cloud-credential-operator
    6.   ...
    7. spec:
    8.   providerSpec:
    9.     apiVersion: cloudcredential.openshift.io/v1
    10.     kind: AWSProviderSpec
    11.     statementEntries:
    12.     - effect: Allow
    13.       action:
    14.       - s3:CreateBucket
    15.       - s3:DeleteBucket
    16.       resource: "*"
    17.       ...
    18.   secretRef:
    19.     name: <component_secret>
    20.     namespace: <component_namespace>
    21.   ...

    Sample Secret object

    1. apiVersion: v1
    2. kind: Secret
    3. metadata:
    4.   name: <component_secret>
    5.   namespace: <component_namespace>
    6. data:
    7.   aws_access_key_id: <base64_encoded_aws_access_key_id>
    8.   aws_secret_access_key: <base64_encoded_aws_secret_access_key>

Before upgrading a cluster that uses manually maintained credentials, you must ensure that the CCO is in an upgradeable state.

Configuring an AWS cluster to use short-term credentials

To install a cluster that is configured to use the AWS Security Token Service (STS), you must configure the CCO utility and create the required AWS resources for your cluster.

Configuring the Cloud Credential Operator utility

To create and manage cloud credentials from outside of the cluster when the Cloud Credential Operator (CCO) is operating in manual mode, extract and prepare the CCO utility (ccoctl) binary.

The ccoctl utility is a Linux binary that must run in a Linux environment.

Prerequisites

  • You have access to an OKD account with cluster administrator access.

  • You have installed the OpenShift CLI (oc).

  • You have created an AWS account for the ccoctl utility to use with the following permissions:

    Required AWS permissions

    Required iam permissions

    • iam:CreateOpenIDConnectProvider

    • iam:CreateRole

    • iam:DeleteOpenIDConnectProvider

    • iam:DeleteRole

    • iam:DeleteRolePolicy

    • iam:GetOpenIDConnectProvider

    • iam:GetRole

    • iam:GetUser

    • iam:ListOpenIDConnectProviders

    • iam:ListRolePolicies

    • iam:ListRoles

    • iam:PutRolePolicy

    • iam:TagOpenIDConnectProvider

    • iam:TagRole

    Required s3 permissions

    • s3:CreateBucket

    • s3:DeleteBucket

    • s3:DeleteObject

    • s3:GetBucketAcl

    • s3:GetBucketTagging

    • s3:GetObject

    • s3:GetObjectAcl

    • s3:GetObjectTagging

    • s3:ListBucket

    • s3:PutBucketAcl

    • s3:PutBucketPolicy

    • s3:PutBucketPublicAccessBlock

    • s3:PutBucketTagging

    • s3:PutObject

    • s3:PutObjectAcl

    • s3:PutObjectTagging

    Required cloudfront permissions

    • cloudfront:ListCloudFrontOriginAccessIdentities

    • cloudfront:ListDistributions

    • cloudfront:ListTagsForResource

    If you plan to store the OIDC configuration in a private S3 bucket that is accessed by the IAM identity provider through a public CloudFront distribution URL, the AWS account that runs the ccoctl utility requires the following additional permissions:

    Additional permissions for a private S3 bucket with CloudFront

    • cloudfront:CreateCloudFrontOriginAccessIdentity

    • cloudfront:CreateDistribution

    • cloudfront:DeleteCloudFrontOriginAccessIdentity

    • cloudfront:DeleteDistribution

    • cloudfront:GetCloudFrontOriginAccessIdentity

    • cloudfront:GetCloudFrontOriginAccessIdentityConfig

    • cloudfront:GetDistribution

    • cloudfront:TagResource

    • cloudfront:UpdateDistribution

    These additional permissions support the use of the —create-private-s3-bucket option when processing credentials requests with the ccoctl aws create-all command.

Procedure

  1. Obtain the OKD release image by running the following command:

    1. $ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')

  2. Obtain the CCO container image from the OKD release image by running the following command:

    1. $ CCO_IMAGE=$(oc adm release info --image-for='cloud-credential-operator' $RELEASE_IMAGE -a ~/.pull-secret)

    Ensure that the architecture of the $RELEASE_IMAGE matches the architecture of the environment in which you will use the ccoctl tool.

  3. Extract the ccoctl binary from the CCO container image within the OKD release image by running the following command:

    1. $ oc image extract $CCO_IMAGE --file="/usr/bin/ccoctl" -a ~/.pull-secret

  4. Change the permissions to make ccoctl executable by running the following command:

    1. $ chmod 775 ccoctl

Verification

  • To verify that ccoctl is ready to use, display the help file by running the following command:

    1. $ ccoctl --help

    Output of ccoctl --help

    1. OpenShift credentials provisioning tool
    3. Usage:
    4.   ccoctl [command]
    6. Available Commands:
    7.   alibabacloud Manage credentials objects for alibaba cloud
    8.   aws          Manage credentials objects for AWS cloud
    9.   azure        Manage credentials objects for Azure
    10.   gcp          Manage credentials objects for Google cloud
    11.   help         Help about any command
    12.   ibmcloud     Manage credentials objects for IBM Cloud
    13.   nutanix      Manage credentials objects for Nutanix
    15. Flags:
    16.   -h, --help   help for ccoctl
    18. Use "ccoctl [command] --help" for more information about a command.

Creating AWS resources with the Cloud Credential Operator utility

You have the following options when creating AWS resources:

  • You can use the ccoctl aws create-all command to create the AWS resources automatically. This is the quickest way to create the resources. See Creating AWS resources with a single command.

  • If you need to review the JSON files that the ccoctl tool creates before modifying AWS resources, or if the process the ccoctl tool uses to create AWS resources automatically does not meet the requirements of your organization, you can create the AWS resources individually. See Creating AWS resources individually.

Creating AWS resources with a single command

If the process the ccoctl tool uses to create AWS resources automatically meets the requirements of your organization, you can use the ccoctl aws create-all command to automate the creation of AWS resources.

Otherwise, you can create the AWS resources individually. For more information, see “Creating AWS resources individually”.

By default, ccoctl creates objects in the directory in which the commands are run. To create the objects in a different directory, use the —output-dir flag. This procedure uses <path_to_ccoctl_output_dir> to refer to this directory.

Prerequisites

You must have:

  • Extracted and prepared the ccoctl binary.

Procedure

  1. Set a $RELEASE_IMAGE variable with the release image from your installation file by running the following command:

    1. $ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')

  2. Extract the list of CredentialsRequest objects from the OKD release image by running the following command:

    1. $ oc adm release extract \
    2.   --from=$RELEASE_IMAGE \
    3.   --credentials-requests \
    4.   --included \(1)
    5.   --install-config=<path_to_directory_with_installation_configuration>/install-config.yaml \(2)
    6.   --to=<path_to_directory_for_credentials_requests> (3)
    1The —included parameter includes only the manifests that your specific cluster configuration requires.
    2Specify the location of the install-config.yaml file.
    3Specify the path to the directory where you want to store the CredentialsRequest objects. If the specified directory does not exist, this command creates it.

    This command might take a few moments to run.

  3. Use the ccoctl tool to process all CredentialsRequest objects by running the following command:

    1. $ ccoctl aws create-all \
    2.   --name=<name> \(1)
    3.   --region=<aws_region> \(2)
    4.   --credentials-requests-dir=<path_to_credentials_requests_directory> \(3)
    5.   --output-dir=<path_to_ccoctl_output_dir> \(4)
    6.   --create-private-s3-bucket (5)
    1Specify the name used to tag any cloud resources that are created for tracking.
    2Specify the AWS region in which cloud resources will be created.
    3Specify the directory containing the files for the component CredentialsRequest objects.
    4Optional: Specify the directory in which you want the ccoctl utility to create objects. By default, the utility creates objects in the directory in which the commands are run.
    5Optional: By default, the ccoctl utility stores the OpenID Connect (OIDC) configuration files in a public S3 bucket and uses the S3 URL as the public OIDC endpoint. To store the OIDC configuration in a private S3 bucket that is accessed by the IAM identity provider through a public CloudFront distribution URL instead, use the —create-private-s3-bucket parameter.

    If your cluster uses Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set, you must include the —enable-tech-preview parameter.

Verification

  • To verify that the OKD secrets are created, list the files in the <path_to_ccoctl_output_dir>/manifests directory:

    1. $ ls <path_to_ccoctl_output_dir>/manifests

    Example output

    1. cluster-authentication-02-config.yaml
    2. openshift-cloud-credential-operator-cloud-credential-operator-iam-ro-creds-credentials.yaml
    3. openshift-cluster-csi-drivers-ebs-cloud-credentials-credentials.yaml
    4. openshift-image-registry-installer-cloud-credentials-credentials.yaml
    5. openshift-ingress-operator-cloud-credentials-credentials.yaml
    6. openshift-machine-api-aws-cloud-credentials-credentials.yaml

    You can verify that the IAM roles are created by querying AWS. For more information, refer to AWS documentation on listing IAM roles.

Creating AWS resources individually

You can use the ccoctl tool to create AWS resources individually. This option might be useful for an organization that shares the responsibility for creating these resources among different users or departments.

Otherwise, you can use the ccoctl aws create-all command to create the AWS resources automatically. For more information, see “Creating AWS resources with a single command”.

By default, ccoctl creates objects in the directory in which the commands are run. To create the objects in a different directory, use the —output-dir flag. This procedure uses <path_to_ccoctl_output_dir> to refer to this directory.

Some ccoctl commands make AWS API calls to create or modify AWS resources. You can use the —dry-run flag to avoid making API calls. Using this flag creates JSON files on the local file system instead. You can review and modify the JSON files and then apply them with the AWS CLI tool using the —cli-input-json parameters.

Prerequisites

  • Extract and prepare the ccoctl binary.

Procedure

  1. Generate the public and private RSA key files that are used to set up the OpenID Connect provider for the cluster by running the following command:

    1. $ ccoctl aws create-key-pair

    Example output

    1. 2021/04/13 11:01:02 Generating RSA keypair
    2. 2021/04/13 11:01:03 Writing private key to /<path_to_ccoctl_output_dir>/serviceaccount-signer.private
    3. 2021/04/13 11:01:03 Writing public key to /<path_to_ccoctl_output_dir>/serviceaccount-signer.public
    4. 2021/04/13 11:01:03 Copying signing key for use by installer

    where serviceaccount-signer.private and serviceaccount-signer.public are the generated key files.

    This command also creates a private key that the cluster requires during installation in /<path_to_ccoctl_output_dir>/tls/bound-service-account-signing-key.key.

  2. Create an OpenID Connect identity provider and S3 bucket on AWS by running the following command:

    1. $ ccoctl aws create-identity-provider \
    2.   --name=<name> \(1)
    3.   --region=<aws_region> \(2)
    4.   --public-key-file=<path_to_ccoctl_output_dir>/serviceaccount-signer.public (3)
    1<name> is the name used to tag any cloud resources that are created for tracking.
    2<aws-region> is the AWS region in which cloud resources will be created.
    3<path_to_ccoctl_output_dir> is the path to the public key file that the ccoctl aws create-key-pair command generated.

    Example output

    1. 2021/04/13 11:16:09 Bucket <name>-oidc created
    2. 2021/04/13 11:16:10 OpenID Connect discovery document in the S3 bucket <name>-oidc at .well-known/openid-configuration updated
    3. 2021/04/13 11:16:10 Reading public key
    4. 2021/04/13 11:16:10 JSON web key set (JWKS) in the S3 bucket <name>-oidc at keys.json updated
    5. 2021/04/13 11:16:18 Identity Provider created with ARN: arn:aws:iam::<aws_account_id>:oidc-provider/<name>-oidc.s3.<aws_region>.amazonaws.com

    where openid-configuration is a discovery document and keys.json is a JSON web key set file.

    This command also creates a YAML configuration file in /<path_to_ccoctl_output_dir>/manifests/cluster-authentication-02-config.yaml. This file sets the issuer URL field for the service account tokens that the cluster generates, so that the AWS IAM identity provider trusts the tokens.

  3. Create IAM roles for each component in the cluster:

    1. Set a $RELEASE_IMAGE variable with the release image from your installation file by running the following command:

      1. $ RELEASE_IMAGE=$(./openshift-install version | awk '/release image/ {print $3}')

    2. Extract the list of CredentialsRequest objects from the OKD release image:

      1. $ oc adm release extract \
      2.   --from=$RELEASE_IMAGE \
      3.   --credentials-requests \
      4.   --included \(1)
      5.   --install-config=<path_to_directory_with_installation_configuration>/install-config.yaml \(2)
      6.   --to=<path_to_directory_for_credentials_requests> (3)
      1The —included parameter includes only the manifests that your specific cluster configuration requires.
      2Specify the location of the install-config.yaml file.
      3Specify the path to the directory where you want to store the CredentialsRequest objects. If the specified directory does not exist, this command creates it.

    3. Use the ccoctl tool to process all CredentialsRequest objects by running the following command:

      1. $ ccoctl aws create-iam-roles \
      2.   --name=<name> \
      3.   --region=<aws_region> \
      4.   --credentials-requests-dir=<path_to_credentials_requests_directory> \
      5.   --identity-provider-arn=arn:aws:iam::<aws_account_id>:oidc-provider/<name>-oidc.s3.<aws_region>.amazonaws.com

      For AWS environments that use alternative IAM API endpoints, such as GovCloud, you must also specify your region with the —region parameter.

      If your cluster uses Technology Preview features that are enabled by the TechPreviewNoUpgrade feature set, you must include the —enable-tech-preview parameter.

      For each CredentialsRequest object, ccoctl creates an IAM role with a trust policy that is tied to the specified OIDC identity provider, and a permissions policy as defined in each CredentialsRequest object from the OKD release image.

Verification

  • To verify that the OKD secrets are created, list the files in the <path_to_ccoctl_output_dir>/manifests directory:

    1. $ ll <path_to_ccoctl_output_dir>/manifests

    Example output

    1. total 24
    2. -rw-------. 1 <user> <user> 161 Apr 13 11:42 cluster-authentication-02-config.yaml
    3. -rw-------. 1 <user> <user> 379 Apr 13 11:59 openshift-cloud-credential-operator-cloud-credential-operator-iam-ro-creds-credentials.yaml
    4. -rw-------. 1 <user> <user> 353 Apr 13 11:59 openshift-cluster-csi-drivers-ebs-cloud-credentials-credentials.yaml
    5. -rw-------. 1 <user> <user> 355 Apr 13 11:59 openshift-image-registry-installer-cloud-credentials-credentials.yaml
    6. -rw-------. 1 <user> <user> 339 Apr 13 11:59 openshift-ingress-operator-cloud-credentials-credentials.yaml
    7. -rw-------. 1 <user> <user> 337 Apr 13 11:59 openshift-machine-api-aws-cloud-credentials-credentials.yaml

You can verify that the IAM roles are created by querying AWS. For more information, refer to AWS documentation on listing IAM roles.

Incorporating the Cloud Credential Operator utility manifests

To implement short-term security credentials managed outside the cluster for individual components, you must move the manifest files that the Cloud Credential Operator utility (ccoctl) created to the correct directories for the installation program.

Prerequisites

  • You have configured an account with the cloud platform that hosts your cluster.

  • You have configured the Cloud Credential Operator utility (ccoctl).

  • You have created the cloud provider resources that are required for your cluster with the ccoctl utility.

Procedure

  1. If you did not set the credentialsMode parameter in the install-config.yaml configuration file to Manual, modify the value as shown:

    Sample configuration file snippet

    1. apiVersion: v1
    2. baseDomain: example.com
    3. credentialsMode: Manual
    4. # ...

  2. If you have not previously created installation manifest files, do so by running the following command:

    1. $ openshift-install create manifests

  3. Copy the manifests that the ccoctl utility generated to the manifests directory that the installation program created by running the following command:

    1. $ cp /<path_to_ccoctl_output_dir>/manifests/* ./manifests/

  4. Copy the private key that the ccoctl utility generated in the tls directory to the installation directory by running the following command:

    1. $ cp -a /<path_to_ccoctl_output_dir>/tls .

Deploying the cluster

You can install OKD on a compatible cloud platform.

You can run the create cluster command of the installation program only once, during initial installation.

Prerequisites

  • You have configured an account with the cloud platform that hosts your cluster.

  • You have the OKD installation program and the pull secret for your cluster.

  • You have verified that the cloud provider account on your host has the correct permissions to deploy the cluster. An account with incorrect permissions causes the installation process to fail with an error message that displays the missing permissions.

Procedure

  1. Change to the directory that contains the installation program and initialize the cluster deployment:

    1. $ ./openshift-install create cluster --dir <installation_directory> \ (1)
    2.     --log-level=info (2)
    1For <installation_directory>, specify the location of your customized ./install-config.yaml file.
    2To view different installation details, specify warn, debug, or error instead of info.

  2. Optional: Remove or disable the AdministratorAccess policy from the IAM account that you used to install the cluster.

    The elevated permissions provided by the AdministratorAccess policy are required only during installation.

Verification

When the cluster deployment completes successfully:

  • The terminal displays directions for accessing your cluster, including a link to the web console and credentials for the kubeadmin user.

  • Credential information also outputs to <installation_directory>/.openshift_install.log.

Do not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.

Example output

  1. ...
  2. INFO Install complete!
  3. INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
  4. INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
  5. INFO Login to the console with user: "kubeadmin", and password: "password"
  6. INFO Time elapsed: 36m22s

  • 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.

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

  1. Export the kubeadmin credentials:

    1. $ export KUBECONFIG=<installation_directory>/auth/kubeconfig (1)
    1For <installation_directory>, specify the path to the directory that you stored the installation files in.

  2. Verify you can run oc commands successfully using the exported configuration:

    1. $ oc whoami

    Example output

    1. system:admin

Logging in to the cluster by using the web console

The kubeadmin user exists by default after an OKD installation. You can log in to your cluster as the kubeadmin user by using the OKD web console.

Prerequisites

  • You have access to the installation host.

  • You completed a cluster installation and all cluster Operators are available.

Procedure

  1. Obtain the password for the kubeadmin user from the kubeadmin-password file on the installation host:

    1. $ cat <installation_directory>/auth/kubeadmin-password

    Alternatively, you can obtain the kubeadmin password from the <installation_directory>/.openshift_install.log log file on the installation host.

  2. List the OKD web console route:

    1. $ oc get routes -n openshift-console | grep 'console-openshift'

    Alternatively, you can obtain the OKD route from the <installation_directory>/.openshift_install.log log file on the installation host.

    Example output

    1. console     console-openshift-console.apps.<cluster_name>.<base_domain>            console     https   reencrypt/Redirect   None

  3. Navigate to the route detailed in the output of the preceding command in a web browser and log in as the kubeadmin user.

Additional resources

Additional resources

Next steps