Deploy the open-cluster-management project

Welcome!

You might be asking yourself, "What is Open Cluster Management?", well it is the open-cluster-management project. View the open-cluster-management architecture diagram:

The GitHub org and project are currently distinct from the SaaS offering named "Red Hat OpenShift Cluster Manager" but will ultimately co-exist/share technology as needed. Core technology, such as Hive is already shared between the two offerings.

Kubernetes provides a platform to deploy and manage containers in a standard, consistent control plane. However, as application workloads move from development to production, they often require multiple fit-for-purpose Kubernetes clusters to support DevOps pipelines. Users such as administrators and site reliability engineers (SREs), face challenges as they work across a range of environments, including multiple data centers, private clouds, and public clouds that run Kubernetes clusters. The open-cluster-management project provides the tools and capabilities to address these common challenges.

open-cluster-management provides end-to-end visibility and control to manage your Kubernetes environment. Take control of your application modernization program with management capabilities for cluster creation, application lifecycle, and provide security and compliance for all of them across data centers and hybrid cloud environments. Clusters and applications are all visible and managed from a single console with built-in security policies. Run your operations where Red Hat OpenShift runs, and manage any Kubernetes cluster in your fleet.

With the open-cluster-management project, you can complete the following functionality tasks:

• Work across a range of environments, including multiple data centers, private clouds and public clouds that run Kubernetes clusters.
• Easily create Kubernetes clusters and offer cluster lifecycle management in a single console.
• Enforce policies at the target clusters using Kubernetes-supported custom resource definitions.
• Deploy and maintain day-two operations of business applications distributed across your cluster landscape.

Our code is open! To reach us in the open source community please head to https://open-cluster-management.io, and you can also find us on Kubernetes Slack workspace: https://kubernetes.slack.com/archives/C01GE7YSUUF

If you're looking for RHACM, the Red Hat multicluster management product that runs on OpenShift, your Red Hat account team rep should be able to help you get an evaluation of ACM so that you can use the actual product bits in a supported way. There is also a self-supported evaluation if you prefer that, and you can get started right away at: https://www.redhat.com/en/technologies/management/advanced-cluster-management -> click the “Try It” button.

If you're a Red Hat associate or partner needing access to open-cluster-management in quay.io, please contact the ACM CICD team via email at acm-contact@redhat.com or, if you have access to Red Hat CoreOS Slack you can contact us on our Slack Channel #forum-acm-devops. Once the team indicates they've granted you access, open your Notifications at quay.io and accept the invitation(s) waiting for you.

Let's get started...

You can find our work-in-progress documentation here. Please read through the docs to find out how you can use the open-cluster-management project. Oh, and please submit an issue for any problems you may find, or clarifications you might suggest.

You can find information on how to contribute to this project and our docs project in our CONTRIBUTING.md doc.

Prereqs

You must meet the following requirements to install the open-cluster-management project:

• An OpenShift Container Platform (OCP) 4.3+ cluster available
  • You must have a default storage class defined
• oc (ver. 4.3+) & kubectl (ver. 1.16+) configured to connect to your OCP cluster
• oc is connected with adequate permissions to create new namespaces in your OCP cluster.
• The following utilities required:
  • sed
    • On macOS install using: brew install gnu-sed
  • jq
    • On macOS install using: brew install jq
  • yq (v4.12+)
    • On macOS install using: brew install yq
• The following utilities are optional:
  • watch
    • On macOS install using: brew install watch

Repo Structure and Organization

This repo contains the 3 directories:

• prereqs - YAML definitions for prerequisite objects (namespaces and pull-secrets)
• acm-operator - YAML definitions for setting up a CatalogSource for our operator
• multiclusterhub - YAML definitions for creating an instance of MultiClusterHub

Each of the three directories contains a kustomization.yaml file that will apply the YAML definitions to your OCP instance with the following command: kubectl apply -k.

There are helper scripts in the root of this repo:

• start.sh - takes the edge off having to manually edit YAML files
• uninstall.sh - we're not perfect yet; includes additional scripting to ensure we clean up our mess on your OCP cluster.

You have multiple choices of installation:

• the easy way - using the provided start.sh script which will assist you through the process.
• the hard way - instructions to deploy open-cluster-management with only oc commands.
• downstream images v2.0+ - instructions to deploy downstream images, i.e. for QE

Either way you choose to go, you are going to need a pull-secret in order to gain access to our built images residing in our private Quay environment. Please follow the instructions Prepare to deploy Open Cluster Management Instance to get your pull-secret setup.

Prepare to deploy Open Cluster Management Instance (only do once)

1. Clone this repo locally

   git clone https://github.com/stolostron/deploy.git

2. Generate your pull-secret:

   • ensure you have access to the quay org (stolostron)
   • to request access to stolostron in quay.io please contact the ACM CICD team via email at acm-contact@redhat.com or, if you have access to Red Hat CoreOS Slack you can contact us on our Slack Channel #forum-acm-devops) and indicate if you want upstream (stolostron) or downstream (acm-d) repos (or both). We'll need your quay ID. Once the team indicates they've granted you access, open your Notifications at quay.io and accept the invitation(s) waiting for you.
   • go to https://quay.io/user/tpouyer?tab=settings replacing tpouyer with your username
   • click on Generate Encrypted Password
   • enter your quay.io password
   • select Kubernetes Secret from left-hand menu
   • click on Download tpouyer-secret.yaml except tpouyer will be your username
   • ❗ save secret file in the prereqs directory as pull-secret.yaml
   • ❗ edit pull-secret.yaml file and change the name to multiclusterhub-operator-pull-secret

     apiVersion: v1
     kind: Secret
     metadata:
       name: multiclusterhub-operator-pull-secret
     ...

Deploy using the ./start.sh script (the easy way)

We've added a very simple start.sh script to make your life easier. To deploy downstream images please refer to "Deploying downstream builds" section below.

First, you need to export KUBECONFIG=/path/to/some/cluster/kubeconfig (or do an oc login that will set it for you). deploy installs ACM to the cluster configured in your KUBECONFIG env variable.

Optionally export DEBUG=true for additional debugging output for 2.1+ releases.

Running start.sh

1. Run the start.sh script. You have the following options when you run the command:

   -t modify the YAML but exit before apply the resources
   --silent, skip all prompting, uses the previous configuration
   --watch, will monitor the main Red Hat ACM pod deployments for up to 10min
   --search, will activate search as part of the deployment.
   
   $ ./start.sh --watch --search
   

2. When prompted for the SNAPSHOT tag, either press Enter to use the previous tag, or provide a new SNAPSHOT tag.

   • UPSTREAM snapshot tags - https://quay.io/repository/stolostron/acm-custom-registry?tab=tags
   • DOWNSTREAM snapshot tag - https://quay.io/repository/acm-d/acm-custom-registry?tab=tags

   For example, your SNAPSHOT tag might resemble the following information:

   2.0.5-SNAPSHOT-2020-10-26-21-38-29

   NOTE: To change the default SNAPSHOT tag, edit snapshot.ver, which contains a single line that specifies the SNAPSHOT tag. This method of updating the default SNAPSHOT tag is useful when using the --silent option.

3. Depending on your script option choice, open-cluster-management will be deployed or deploying.

   For version 2.1+, you can monitor the status fields of the multiclusterhub object created in the open-cluster-management namespace (namespace will differ if TARGET_NAMESPACE is set).

   For version 2.0 and below, use watch oc -n open-cluster-management get pods to view the progress.

4. The script provides you with the Open Cluster Management URL.

Note: This script can be run multiple times and will attempt to continue where it left off. It is also good practice to run the uninstall.sh script if you have a failure and have installed multiple times.

Deploying Downstream Builds SNAPSHOTS for Product Quality Engineering (only 2.0+)

Requirements

To deploy a downstream build from quay.io/acm-d ensure that your OCP cluster meets the following requirements:

1. The cluster must have an ImageContentSourcePolicy (Caution: if you modify this on a running cluster, it will cause a rolling restart of all nodes). To create the ImageContentSourcePolicy run:

   echo "
   apiVersion: operator.openshift.io/v1alpha1
   kind: ImageContentSourcePolicy
   metadata:
     name: rhacm-repo
   spec:
     repositoryDigestMirrors:
     - mirrors:
       - quay.io:443/acm-d
       source: registry.redhat.io/rhacm2
     - mirrors:
       - quay.io:443/acm-d
       source: registry.redhat.io/multicluster-engine
     - mirrors:
       - registry.redhat.io/openshift4/ose-oauth-proxy
       source: registry.access.redhat.com/openshift4/ose-oauth-proxy" | kubectl apply -f -
   

2. Add the pull-secrets for the quay.io:443 registry with access to the quay.io/acm-d repository in your OpenShift main pull-secret. (Caution: if you apply this on a pre-existing cluster, it will cause a rolling restart of all nodes).

   # Replace <USER> and <PASSWORD> with your credentials
   oc get secret/pull-secret -n openshift-config --template='{{index .data ".dockerconfigjson" | base64decode}}' >pull_secret.yaml
   oc registry login --registry="quay.io:443" --auth-basic="<USER>:<PASSWORD>" --to=pull_secret.yaml
   oc set data secret/pull-secret -n openshift-config --from-file=.dockerconfigjson=pull_secret.yaml
   rm pull_secret.yaml
   

   You can also set the pull secrets in the OpenShift console or using the bootstrap repo at cluster create time.

   Your OpenShift main pull secret should contain an entry with quay.io:443.

    {
      "auths": {
        "cloud.openshift.com": {
          "auth": "ENCODED SECRET",
          "email": "email@address.com"
        },
        "quay.io:443": {
          "auth": "ENCODED SECRET",
          "email": ""
        }
      }
    }
    

3. Set the QUAY_TOKEN environment variable

   In order to get a QUAY_TOKEN, go to your quay.io "Account Settings" page by selecting your username/icon in the top right corner of the page, then "Generate Encrypted Password".
   Choose "Kubernetes Secret" and copy just secret text that follows .dockerconfigjson:, export DOCKER_CONFIG= this value.

   If you copy the value of .dockerconfigjson, you can simplify setting the QUAY_TOKEN as follows:

   export DOCKER_CONFIG=<The value after .dockerconfigjson from the quay.io>
   export QUAY_TOKEN=$(echo $DOCKER_CONFIG | base64 -d | sed "s/quay\.io/quay\.io:443/g" | base64)

   (On Linux, use export QUAY_TOKEN=$(echo $DOCKER_CONFIG | base64 -d | sed "s/quay\.io/quay\.io:443/g" | base64 -w 0) to ensure that there are no line breaks in the base64 encoded token)

Deploy the downstream image

NOTE: You should only use a downstream build if you're doing QE on the final product builds.

export COMPOSITE_BUNDLE=true
export CUSTOM_REGISTRY_REPO="quay.io:443/acm-d"
export QUAY_TOKEN=<a quay token with quay.io:443 as the auth domain>
./start.sh --watch

Enable search later

Use the following command to enable search

oc set env deploy search-operator DEPLOY_REDISGRAPH="true" -n INSTALL_NAMESPACE

To Delete a MultiClusterHub Instance (the easy way)

1. Run the uninstall.sh script in the root of this repo.

To Delete the multiclusterhub-operator (the easy way)

1. Run the clean-clusters.sh script, and enter DESTROY to delete any Hive deployments and detach all imported clusters.
2. Run the uninstall.sh script in the root of this repo.

Troubleshooting

1. If uninstall hangs on the helmRelease delete, you can run this command to move it along. This is distructive and can result in orphaned objects.

for helmrelease in $(oc get helmreleases.apps.open-cluster-management.io | tail -n +2 | cut -f 1 -d ' '); do oc patch helmreleases.apps.open-cluster-management.io $helmrelease --type json -p '[{ "op": "remove", "path": "/metadata/finalizers" }]'; done

the hard way

Click if you dare

Manually deploy using kubectl commands

1. Create the prereq objects by applying the yaml definitions contained in the prereqs dir:

kubectl apply --openapi-patch=true -k prereqs/

2. Update the kustomization.yaml file in the acm-operator dir to set newTag You can find a snapshot tag by viewing the list of tags available here Use a tag that has the word SNAPSHOT in it. For downstream deploys, make sure to set newName differently, usually to acm-d.

   namespace: open-cluster-management
   
   images:
     - name: acm-custom-registry
       newName: quay.io/stolostron/acm-custom-registry
       newTag: 1.0.0-SNAPSHOT-2020-05-04-17-43-49

3. Create the multiclusterhub-operator objects by applying the yaml definitions contained in the acm-operator dir:

   kubectl apply -k acm-operator/

4. Wait for subscription to be healthy:

   oc get subscription.operators.coreos.com acm-operator-subscription --namespace open-cluster-management -o yaml
   ...
   status:
     catalogHealth:
     - catalogSourceRef:
         apiVersion: operators.coreos.com/v1alpha1
         kind: CatalogSource
         name: acm-operator-subscription
         namespace: open-cluster-management
         resourceVersion: "1123089"
         uid: f6da232b-e7c1-4fc6-958a-6fb1777e728c
       healthy: true
       ...

5. Once the open-cluster-management CatalogSource is healthy you can deploy the example-multiclusterhub-cr.yaml

   apiVersion: operator.open-cluster-management.io/v1
   kind: MultiClusterHub
   metadata:
     name: multiclusterhub
     namespace: open-cluster-management
   spec:
     imagePullSecret: multiclusterhub-operator-pull-secret

6. Create the example-multiclusterhub objects by applying the yaml definitions contained in the multiclusterhub dir:

   kubectl apply -k multiclusterhub/

To Delete a MultiClusterHub Instance

1. Delete the example-multiclusterhub objects by deleting the yaml definitions contained in the multiclusterhub dir:

   kubectl delete -k multiclusterhub/

2. Not all objects are currently being cleaned up by the multiclusterhub-operator upon deletion of a multiclusterhub instance... you can ensure all objects are cleaned up by executing the uninstall.sh script in the multiclusterhub dir:

   ./multiclusterhub/uninstall.sh

After completing the steps above you can redeploy the multiclusterhub instance by simply running: bash kubectl apply -k multiclusterhub/

To Delete the multiclusterhub-operator

1. Delete the multiclusterhub-operator objects by deleting the yaml definitions contained in the acm-operator dir:

   kubectl delete -k acm-operator/

2. Not all objects are currently being cleaned up by the multiclusterhub-operator upon deletion. You can ensure all objects are cleaned up by executing the uninstall.sh script in the acm-operator dir:

   ./acm-operator/uninstall.sh

After completing the steps above you can redeploy the multiclusterhub-operator by simply running: bash kubectl apply -k acm-operator/

Enabling Bare metal and VMware consoles

These consoles are enabled by default

Enabling Bare metal consoles

To work with bare metal, two flags need to be flipped activated

console-header

Run the following command to enable the bare metal assets on the navigation menu

oc -n open-cluster-management patch deploy console-header -p '{"spec":{"template":{"spec":{"containers":[{"name":"console-header","env":
[{"name": "featureFlags_baremetal","value":"true"}]}]}}}}'

console-ui

Run the following commands to enable the bare metal button on the create cluster page

DEPLOY_NAME=`oc -n open-cluster-management get deploy -o name | grep consoleui`
oc -n open-cluster-management patch ${DEPLOY_NAME} -p '{"spec":{"template":{"spec":{"containers":[{"name":"hcm-ui","env":
[{"name": "featureFlags_baremetal","value":"true"}]}]}}}}'

Disable Baremetal consoles

Repeat the commands above, but change "value":"true" to "value":"false"

Upgrade

You can test the upgrade process with downstream builds only, using this repo. To test upgrade follow the instructions below:

1. Export environment variables needed for downstream deployment:

   export CUSTOM_REGISTRY_REPO=quay.io/acm-d
   export DOWNSTREAM=true
   export COMPOSITE_BUNDLE=true
   

2. Apply ImageContentSourcePolicy to redirect registry.redhat.io/rhacm2 to quay.io:443/acm-d

   oc apply -k addons/downstream
   

3. In order to perform an upgrade you need to install a previously GA'd version of ACM. To do that you will need to set the following variables:

   export MODE=Manual     # MODE is set to Manual so that we can specify a previous version to install
   export STARTING_VERSION=2.x.x  # Where 2.x.x is a previously GA'd version of ACM i.e. `STARTING_VERSION=2.0.4`
   

4. Run the start.sh script

   ./start.sh --watch
   

Once the installation is complete you can then attempt to upgrade the ACM instance by running the upgrade.sh script. You will need to set additional variables in your environment to tell the upgrade script what you want it to do:

1. Export environment variables needed by the upgrade.sh script

   export NEXT_VERSION=2.x.x      # Where 2.x.x is some value greater than the version you previously defined in the STARTING_VERSION=2.x.x
   export NEXT_SNAPSHOT=2.X.X-DOWNSTREAM-YYYY-MM-DD-HH-MM-SS      #This variable will specify the registry pod and wait for completion
   

2. Now run the upgrade process:

   ./upgrade.sh
   

MultiCluster Engine

For detailed instructions to install and manage the MultiCluster Engine, see the following README.

Override MultiCluster Engine Catalogsource

The default MultiClusterEngine catalogsource can be overriden by defining the MCE_SNAPSHOT_CHOICE environment variable with the proper tag before calling ./start.sh script.

Example -

MCE_SNAPSHOT_CHOICE=2.0.0-BACKPLANE-2021-12-02-18-35-02 ./start.sh