Installing a cluster on vSphere

In OKD version 4.6, you can install a cluster on your VMware vSphere instance by using installer-provisioned infrastructure.

Prerequisites

• Provision persistent storage for your cluster. To deploy a private image registry, your storage must provide ReadWriteMany access modes.

• Review details about the OKD installation and update processes.

• If you use a firewall, you must configure it to allow the sites that your cluster requires access to.

  Be sure to also review this site list if you are configuring a proxy.

VMware vSphere infrastructure requirements

You must install the OKD cluster on a VMware vSphere version 6 or 7 instance that meets the requirements for the components that you use.

If you use a vSphere version 6.5 instance, consider upgrading to 6.7U3 or 7.0 before you install OKD.

vCenter requirements

Before you install an OKD cluster on your vCenter that uses infrastructure that the installer provisions, you must prepare your environment.

Required vCenter account privileges

To install an OKD cluster in a vCenter, the installation program requires access to an account with privileges to read and create the required resources. Using an account that has global administrative privileges is the simplest way to access all of the necessary permissions.

If you cannot use an account with global adminstrative privileges, you must create roles to grant the privileges necessary for OKD cluster installation. While most of the privileges are always required, some are required only if you plan for the installation program to provision a folder to contain the OKD cluster on your vCenter instance, which is the default behavior. You must create or amend vSphere roles for the specified objects to grant the required privileges.

An additional role is required if the installation program is to create a vSphere virtual machine folder.

Roles and privileges required for installation

Additionally, the user requires some ReadOnly permissions, and some of the roles require permission to propogate the permissions to child objects. These settings vary depending on whether or not you install the cluster into an existing folder.

Required permissions and propagation settings

For more information about creating an account with only the required privileges, see vSphere Permissions and User Management Tasks in the vSphere documentation.

Using OKD with vMotion

If you are using vSphere volumes in your pods, migrating a VM across datastores either manually or through Storage vMotion causes invalid references within OKD persistent volume (PV) objects. These references prevent affected pods from starting up and can result in data loss.

Similarly, OKD does not support selective migration of VMDKs across datastores, using datastore clusters for VM provisioning or for dynamic or static provisioning of PVs, or using a datastore that is part of a datastore cluster for dynamic or static provisioning of PVs.

Cluster resources

When you deploy an OKD cluster that uses installer-provisioned infrastructure, the installation program must be able to create several resources in your vCenter instance.

A standard OKD installation creates the following vCenter resources:

• 1 Folder

• 1 Tag category

• 1 Tag

• Virtual machines:

  • 1 template

  • 1 temporary bootstrap node

  • 3 control plane nodes

  • 3 compute machines

Although these resources use 856 GB of storage, the bootstrap node is destroyed during the cluster installation process. A minimum of 800 GB of storage is required to use a standard cluster.

If you deploy more compute machines, the OKD cluster will use more storage.

Cluster limits

Available resources vary between clusters. The number of possible clusters within a vCenter is limited primarily by available storage space and any limitations on the number of required resources. Be sure to consider both limitations to the vCenter resources that the cluster creates and the resources that you require to deploy a cluster, such as IP addresses and networks.

Networking requirements

You must use DHCP for the network and ensure that the DHCP server is configured to provide persistent IP addresses to the cluster machines. Additionally, you must create the following networking resources before you install the OKD cluster:

Required IP Addresses

An installer-provisioned vSphere installation requires two static IP addresses:

• The API address is used to access the cluster API.

• The Ingress address is used for cluster ingress traffic.

You must provide these IP addresses to the installation program when you install the OKD cluster.

DNS records

You must create DNS records for two static IP addresses in the appropriate DNS server for the vCenter instance that hosts your OKD cluster. In each record, <cluster_name> is the cluster name and <base_domain> is the cluster base domain that you specify when you install the cluster. A complete DNS record takes the form: <component>.<cluster_name>.<base_domain>..

Generating an SSH private key and adding it to the agent

If you want to perform installation debugging or disaster recovery on your cluster, you must provide an SSH key to both your ssh-agent and the installation program. You can use this key to access the bootstrap machine in a public cluster to troubleshoot installation issues.

You can use this key to SSH into the master nodes as the user core. When you deploy the cluster, the key is added to the core user’s ~/.ssh/authorized_keys list.

Procedure

1. If you do not have an SSH key that is configured for password-less authentication on your computer, 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_rsa, of the new SSH key. If you have an existing key pair, ensure your public key is in the your ~/.ssh directory.

   Running this command generates an SSH key that does not require a password in the location that you specified.

   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 the ed25519 algorithm. Instead, create a key that uses the rsa or ecdsa algorithm.

2. Start the ssh-agent process 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.

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

   $ ssh-add <path>/<file_name> (1)

   Example output

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

   1	Specify the path and file name for your SSH private key, such as ~/.ssh/id_rsa

Next steps

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

Obtaining the installation program

Before you install OKD, download the installation file on a local computer.

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:

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

3. From the Pull Secret page on the Red Hat OpenShift Cluster Manager site, download your installation pull secret as a .txt file. 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 site 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 site:

   • 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.

Adding vCenter root CA certificates to your system trust

Because the installation program requires access to your vCenter’s API, you must add your vCenter’s trusted root CA certificates to your system trust before you install an OKD cluster.

Procedure

1. From the vCenter home page, download the vCenter’s root CA certificates. Click Download trusted root CA certificates in the vSphere Web Services SDK section. The <vCenter>/certs/download.zip file downloads.

2. Extract the compressed file that contains the vCenter root CA certificates. The contents of the compressed file resemble the following file structure:

   certs
   ├── lin
   │   ├── 108f4d17.0
   │   ├── 108f4d17.r1
   │   ├── 7e757f6a.0
   │   ├── 8e4f8471.0
   │   └── 8e4f8471.r0
   ├── mac
   │   ├── 108f4d17.0
   │   ├── 108f4d17.r1
   │   ├── 7e757f6a.0
   │   ├── 8e4f8471.0
   │   └── 8e4f8471.r0
   └── win
       ├── 108f4d17.0.crt
       ├── 108f4d17.r1.crl
       ├── 7e757f6a.0.crt
       ├── 8e4f8471.0.crt
       └── 8e4f8471.r0.crl
   3 directories, 15 files

3. Add the files for your operating system to the system trust. For example, on a Fedora operating system, run the following command:

   # cp certs/lin/* /etc/pki/ca-trust/source/anchors

4. Update your system trust. For example, on a Fedora operating system, run the following command:

   # update-ca-trust extract

Deploying the cluster

You can install OKD on a compatible cloud platform.

Prerequisites

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

Procedure

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

   $ ./openshift-install create cluster --dir=<installation_directory> \ (1)
       --log-level=info (2)

   1	For <installation_directory>, specify the directory name to store the files that the installation program creates.
   2	To view different installation details, specify warn, debug, or error instead of info.

   Specify an empty 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.

   Provide values at the prompts:

   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 vsphere as the platform to target.

   3. Specify the name of your vCenter instance.

   4. Specify the user name and password for the vCenter account that has the required permissions to create the cluster.

      The installation program connects to your vCenter instance.

   5. Select the datacenter in your vCenter instance to connect to.

   6. Select the default vCenter datastore to use.

   7. Select the vCenter cluster to install the OKD cluster in. The installation program uses the root resource pool of the vSphere cluster as the default resource pool.

   8. Select the network in the vCenter instance that contains the virtual IP addresses and DNS records that you configured.

   9. Enter the virtual IP address that you configured for control plane API access.

   10. Enter the virtual IP address that you configured for cluster ingress.

   11. Enter the base domain. This base domain must be the same one that you used in the DNS records that you configured.

   12. Enter a descriptive name for your cluster. The cluster name must be the same one that you used in the DNS records that you configured.

   13. Paste the pull secret that you obtained from the Pull Secret page on the Red Hat OpenShift Cluster Manager site.

       • If you do not have a pull secret from the Red Hat OpenShift Cluster Manager site, you can paste the pull secret another private registry.

       • If you do not need the cluster to pull images from a private registry, you can paste {"auths":{"fake":{"auth":"aWQ6cGFzcwo="}}} as the pull secret.

<table><tbody><tr><td><i title="Note"></i></td><td><div><p>If the cloud provider account that you configured on your host does not have sufficient permissions to deploy the cluster, the installation process stops, and the missing permissions are displayed.</p></div></td></tr></tbody></table>
When the cluster deployment completes, directions for accessing your cluster, including a link to its web console and credentials for the `kubeadmin` user, display in your terminal.
Example output
```
...
INFO Install complete!
INFO To access the cluster as the system:admin user when using 'oc', run 'export KUBECONFIG=/home/myuser/install_dir/auth/kubeconfig'
INFO Access the OpenShift web-console here: https://console-openshift-console.apps.mycluster.example.com
INFO Login to the console with user: "kubeadmin", and password: "4vYBz-Ee6gm-ymBZj-Wt5AL"
INFO Time elapsed: 36m22s
```
<table><tbody><tr><td><i title="Note"></i></td><td><div><p>The cluster access and credential information also outputs to <code>&lt;installation_directory&gt;/.openshift_install.log</code> when an installation succeeds.</p></div></td></tr></tbody></table>
<table><tbody><tr><td><i title="Important"></i></td><td><div><p>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 <code>node-bootstrapper</code> certificate signing requests (CSRs) to recover kubelet certificates. See the documentation for <em>Recovering from expired control plane certificates</em> for more information.</p></div></td></tr></tbody></table>
<table><tbody><tr><td><i title="Important"></i></td><td><div><p>You must not delete the installation program or the files that the installation program creates. Both are required to delete the cluster.</p></div></td></tr></tbody></table>

Installing the OpenShift CLI by downloading the binary

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

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:

   $ tar xvzf <file>

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

   To check your PATH, execute the following command:

   $ echo $PATH

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

$ 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:

   C:\> path

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

C:\> oc <command>

Installing the OpenShift CLI on macOS

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

Procedure

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:

   $ echo $PATH

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

$ oc <command>

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:

   $ export KUBECONFIG=<installation_directory>/auth/kubeconfig (1)

   1	For <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:

   $ oc whoami

   Example output

   system:admin

Creating registry storage

After you install the cluster, you must create storage for the registry Operator.

Image registry removed during installation

On platforms that do not provide shareable object storage, the OpenShift Image Registry Operator bootstraps itself as Removed. This allows openshift-installer to complete installations on these platform types.

After installation, you must edit the Image Registry Operator configuration to switch the managementState from Removed to Managed.

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.

Configuring registry storage for VMware vSphere

As a cluster administrator, following installation you must configure your registry to use storage.

Prerequisites

• Cluster administrator permissions.

• A cluster on VMware vSphere.

• Persistent storage provisioned for your cluster, such as Red Hat OpenShift Container Storage.

  OKD supports ReadWriteOnce access for image registry storage when you have only one replica. To deploy an image registry that supports high availability with two or more replicas, ReadWriteMany access is required.

• Must have “100Gi” capacity.

Procedure

1. To configure your registry to use storage, change the spec.storage.pvc in the configs.imageregistry/cluster resource.

   When using shared storage, review your security settings to prevent outside access.

2. Verify that you do not have a registry pod:

   $ oc get pod -n openshift-image-registry

   If the storage type is emptyDIR, the replica number cannot be greater than 1.

3. Check the registry configuration:

   $ oc edit configs.imageregistry.operator.openshift.io

   Example output

   storage:
     pvc:
       claim: (1)

   1	Leave the claim field blank to allow the automatic creation of an image-registry-storage PVC.

4. Check the clusteroperator status:

   $ oc get clusteroperator image-registry

Configuring block registry storage for VMware vSphere

To allow the image registry to use block storage types such as vSphere Virtual Machine Disk (VMDK) during upgrades as a cluster administrator, you can use the Recreate rollout strategy.

Procedure

1. To set the image registry storage as a block storage type, patch the registry so that it uses the Recreate rollout strategy and runs with only 1 replica:

   $ oc patch config.imageregistry.operator.openshift.io/cluster --type=merge -p '{"spec":{"rolloutStrategy":"Recreate","replicas":1}}'

2. 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.

   1. Create a pvc.yaml file with the following contents to define a VMware vSphere PersistentVolumeClaim object:

      kind: PersistentVolumeClaim
      apiVersion: v1
      metadata:
        name: image-registry-storage (1)
        namespace: openshift-image-registry (2)
      spec:
        accessModes:
        - ReadWriteOnce (3)
        resources:
          requests:
            storage: 100Gi (4)

      1	A unique name that represents the PersistentVolumeClaim object.
      2	The namespace for the PersistentVolumeClaim object, which is openshift-image-registry.
      3	The access mode of the persistent volume claim. With ReadWriteOnce, the volume can be mounted with read and write permissions by a single node.
      4	The size of the persistent volume claim.

   2. Create the PersistentVolumeClaim object from the file:

      $ oc create -f pvc.yaml -n openshift-image-registry

3. Edit the registry configuration so that it references the correct PVC:

   $ oc edit config.imageregistry.operator.openshift.io -o yaml

   Example output

   storage:
     pvc:
       claim: (1)

   1	Creating a custom PVC allows you to leave the claim field blank for the default automatic creation of an image-registry-storage PVC.

For instructions about configuring registry storage so that it references the correct PVC, see Configuring the registry for vSphere.

Backing up VMware vSphere volumes

OKD provisions new volumes as independent persistent disks to freely attach and detach the volume on any node in the cluster. As a consequence, it is not possible to back up volumes that use snapshots, or to restore volumes from snapshots. See Snapshot Limitations for more information.

Procedure

To create a backup of persistent volumes:

1. Stop the application that is using the persistent volume.

2. Clone the persistent volume.

3. Restart the application.

4. Create a backup of the cloned volume.

5. Delete the cloned volume.

Additional resources

• See About remote health monitoring for more information about the Telemetry service

Next steps

• Customize your cluster.

• If necessary, you can opt out of remote health reporting.

• Set up your registry and configure registry storage.