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OpenShift 4 Automated Cluster Installation (UPI on KVM) Script

Prerequistes:

  • Internet connected physical host running a modern linux distribution
  • Virtualization enabled and Libvirt/KVM setup
  • DNS on the host managed by dnsmasq or NetworkManager/dnsmasq (more details)
  • OpenShift 4 Pull secret

Installing OpenShift 4 Cluster

Demo:

asciicast

Usage:

./ocp4_setup_upi_kvm.sh [OPTIONS]

Option Description
______________________________
-O, --ocp-version VERSION You can set this to "latest", "stable" or a specific version like "4.1", "4.1.2", "4.1.latest", "4.1.stable" etc.
Default: stable
-R, --rhcos-version VERSION You can set a specific RHCOS version to use. For example "4.1.0", "4.2.latest" etc.
By default the RHCOS version is matched from the OpenShift version. For example, if you selected 4.1.2 RHCOS 4.1/latest will be used
-p, --pull-secret FILE Location of the pull secret file
Default: /root/pull-secret
-c, --cluster-name NAME OpenShift 4 cluster name
Default: ocp4
-d, --cluster-domain DOMAIN OpenShift 4 cluster domain
Default: local
-m, --masters N Number of masters to deploy
Default: 3
-w, --worker N Number of workers to deploy
Default: 2
--master-cpu N Number of CPUs for the master VM(s)
Default: 4
--master-mem SIZE(MB) RAM size (MB) of master VM(s)
Default: 16000
--worker-cpu N Number of CPUs for the worker VM(s)
Default: 4
--worker-mem SIZE(MB) RAM size (MB) of worker VM(s)
Default: 8000
--bootstrap-cpu N Number of CPUs for the bootstrap VM
Default: 4
--bootstrap-mem SIZE(MB) RAM size (MB) of bootstrap VM
Default: 16000
--lb-cpu N Number of CPUs for the load balancer VM
Default: 1
--lb-mem SIZE(MB) RAM size (MB) of load balancer VM
Default: 1024
-n, --libvirt-network NETWORK The libvirt network to use. Select this option if you want to use an existing libvirt network
The libvirt network should already exist. If you want the script to create a separate network for this installation see: -N, --libvirt-oct
Default: default
-N, --libvirt-oct OCTET You can specify a 192.168.{OCTET}.0 subnet octet and this script will create a new libvirt network for the cluster
The network will be named ocp-{OCTET}. If the libvirt network ocp-{OCTET} already exists, it will be used.
Default: [not set]
-v, --vm-dir The location where you want to store the VM Disks
Default: /var/lib/libvirt/images
-z, --dns-dir DIR We expect the DNS on the host to be managed by dnsmasq. You can use NetworkMananger's built-in dnsmasq or use a separate dnsmasq running on the host. If you are running a separate dnsmasq on the host, set this to "/etc/dnsmasq.d"
Default: /etc/NetworkManager/dnsmasq.d
-s, --setup-dir DIR The location where we the script keeps all the files related to the installation
Default: /root/ocp4_setup_{CLUSTER_NAME}
-x, --cache-dir DIR To avoid un-necessary downloads we download the OpenShift/RHCOS files to a cache directory and reuse the files if they exist
This way you only download a file once and reuse them for future installs
You can force the script to download a fresh copy by using -X, --fresh-download
Default: /root/ocp4_downloads
-X, --fresh-download Set this if you want to force the script to download a fresh copy of the files instead of reusing the existing ones in cache dir
Default: [not set]
-k, --keep-bootstrap Set this if you want to keep the bootstrap VM. By default bootstrap VM is removed once the bootstraping is finished
Default: [not set]
--autostart-vms Set this if you want to the cluster VMs to be set to auto-start on reboot
Default: [not set]
-y, --yes Set this for the script to be non-interactive and continue with out asking for confirmation
Default: [not set]
--destroy Set this if you want the script to destroy everything it has created
Use this option with the same options you used to install the cluster
Be carefull this deletes the VMs, DNS entries and the libvirt network (if created by the script)
Default: [not set]

Examples

# Deploy OpenShift 4.3.12 cluster
./ocp4_setup_upi_kvm.sh --ocp-version 4.3.12
./ocp4_setup_upi_kvm.sh -O 4.3.12

# Deploy OpenShift 4.3.12 cluster with RHCOS 4.3.0
./ocp4_setup_upi_kvm.sh --ocp-version 4.3.12 --rhcos-version 4.3.0
./ocp4_setup_upi_kvm.sh -O 4.3.12 -R 4.3.0

# Deploy latest OpenShift version with pull secret from a custom location
./ocp4_setup_upi_kvm.sh --pull-secret /home/knaeem/Downloads/pull-secret --ocp-version latest
./ocp4_setup_upi_kvm.sh -p /home/knaeem/Downloads/pull-secret -O latest

# Deploy OpenShift 4.2.latest with custom cluster name and domain
./ocp4_setup_upi_kvm.sh --cluster-name ocp43 --cluster-domain lab.test.com --ocp-version 4.2.latest
./ocp4_setup_upi_kvm.sh -c ocp43 -d lab.test.com -O 4.2.latest

# Deploy OpenShift 4.2.stable on new libvirt network (192.168.155.0/24)
./ocp4_setup_upi_kvm.sh --ocp-version 4.2.stable --libvirt-oct 155
./ocp4_setup_upi_kvm.sh -O 4.2.stable -N 155

# Destory the already installed cluster
./ocp4_setup_upi_kvm.sh --cluster-name ocp43 --cluster-domain lab.test.com --destroy
./ocp4_setup_upi_kvm.sh -c ocp43 -d lab.test.com --destroy

Adding Nodes

Once the installation is successful, you will find a add_node.sh script in the --setup-dir (default: /root/ocp4_setup_{CLUSTER_NAME}). You can use this to add more nodes to the cluster, post installation.

Usage:

cd [setup-dir]
./add_node.sh --name [node-name] [OPTIONS]
Option Description
______________________________
--name NAME The node name without the domain.
For example: If you specify storage-1, and your cluster name is "ocp4" and base domain is "local", the new node would be "storage-1.ocp4.local".
Default: [not set] [REQUIRED]
-c, --cpu N Number of CPUs to be attached to this node's VM. Default: 2
-m, --memory SIZE(MB) Amount of Memory to be attached to this node's VM. Size in MB.
Default: 4096
-a, --add-disk SIZE(GB) You can add additional disks to this node. Size in GB.
This option can be specified multiple times. Disks are added in order for example if you specify "--add-disk 10 --add-disk 100", two disks will be added (on top of the OS disk vda) first of 10GB (/dev/vdb) and second disk of 100GB (/dev/vdc).
Default: [not set]
-v, --vm-dir The location where you want to store the VM Disks.
By default the location used by the cluster VMs will be used.
-N, --libvirt-oct OCTET You can specify a 192.168.{OCTET}.0 subnet octet and this script will create a new libvirt network for this node.
The network will be named ocp-{OCTET}. If the libvirt network ocp-{OCTET} already exists, it will be used.
This can be useful if you want to add a node in different network than the one used by the cluster.
Default: [not set]
-n, --libvirt-network NETWORK The libvirt network to use. Select this option if you want to use an existing libvirt network.
By default the existing libvirt network used by the cluster will be used.

Exposing the cluster outside the host/hypervisor

Once the installation is successful, you will find a expose_cluster.sh script in the --setup-dir (default: /root/ocp4_setup_{CLUSTER_NAME}). You can use this to expose this cluster so it can be accessed from outside.

Usage:

cd [setup-dir]
./expose_cluster.sh --method [ firewalld | haproxy ]

If you are running a single cluster on your bare metal machine, you can expose that cluster via firewalld method (port forwarding). If you want to host and access multiple clusters, you can use the haproxy method.

DNS (External)

Once you have exposed your cluster(s), you must ensure you have the proper DNS entries available to your external clients. One simple way to do this is to edit the /etc/hosts file on your client machines such that your exposed cluster endpoints are declared. The output of the .expose_cluster.sh script will give you an example line you can use for your /etc/hosts file.

You need to expose a minimum of three endpoints: the OpenShift console, the API endpoint, and the OAuth endpoint. For example, if you installed with the default names (i.e. the cluster name is "ocp4" and the base domain is "local") you will need to expose these three endpoints:

  • console-openshift-console.apps.ocp4.local
  • api.ocp4.local
  • oauth-openshift.apps.ocp4.local

If you will later configure OpenShift to expose its image registry (a typical dev use case that will allow you to push images directly into your cluster), you will need to expose this endpoint as well:

  • default-route-openshift-image-registry.apps.ocp4.local

Finally, any custom Route resources you create in your OpenShift cluster will also need to be exposed via DNS.

haproxy

If you are exposing your cluster using haproxy and SELinux is in Enforcing mode (on the hypervisor), you need to tell it to treat port 6443 as a webport via semanage port -a -t http_port_t -p tcp 6443. Otherwise, SELinux will not let haproxy listen on port 6443

Similarly is firewalld is enabled, you need to open up the necessary ports via:

firewall-cmd --add-service=http
firewall-cmd --add-service=https
firewall-cmd --add-port=6443/tcp

The output of the expose_cluster.sh --method haproxy script will remind you about these additional configurations.


Auto Starting VMs

By default, if you reboot the host/hypervisor, the VMs will not start up automatically. You can set --autostart-vms when running the install script that will mark the VMs to auto-start. To see which VMs are set or not set to auto-start you can run virsh list --all --name --autostart or virsh list --all --name --no-autostart respectively.

If you want to change/set the autostart behaviour, you can set the VMs to auto-start by running:

for vm in $(virsh list --all --name --no-autostart | grep "<CLUSTER-NAME>"); do
  virsh autostart ${vm}
done

Similarly, to disable the auto starting of VMs, you can run:

for vm in $(virsh list --all --name --autostart | grep "<CLUSTER-NAME>"); do
  virsh autostart --disable ${vm}
done

Note: Replace <CLUSTER-NAME> with the cluster name or any matching string to filter out VMs that you want to set/un-set to be auto-started.


Errors While Waiting for clusterversion

When the bootstrap process is complete, the script waits for clusterversion to become ready before the cluster installation is considered completed. During this phase the script just shows the status/message of the the clustervresion operator. You can see different kind of errors which are normal. This is due to the nature of operator reconciliation process. For example:

====> Waiting for clusterversion:
--> Unable to apply 4.5.0-rc.6: an unknown error has occurred: MultipleErr ...
--> Unable to apply 4.5.0-rc.6: an unknown error has occurred: MultipleErr ...
--> Working towards 4.5.0-rc.6: 62% complete
--> Working towards 4.5.0-rc.6: 62% complete
--> Unable to apply 4.5.0-rc.6: an unknown error has occurred: MultipleErr ...
--> Working towards 4.5.0-rc.6: 99% complete
====> Waiting for clusterversion: 
  --> Working towards 4.3.12: 46% complete
  --> Unable to apply 4.3.12: an unknown error has occurred
  --> Working towards 4.3.12: 61% complete
  --> Unable to apply 4.3.12: an unknown error has occurred
  --> Unable to apply 4.3.12: an unknown error has occurred
  --> Unable to apply 4.3.12: an unknown error has occurred

Just let it run and hopefully the clusterversion operator will reconcile and become ready eventually.


Number of masters and workers


About

Script to Setup an OpenShift 4 UPI Cluster on KVM. Based on this guide: https://kxr.me/2019/08/17/openshift-4-upi-install-libvirt-kvm/

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