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HOWTO get an OCP4 cluster running to run this demo

These instructions are based on https://cloud.redhat.com/openshift/install.

Pre-requisites

AWS credentials

To setup an OCP4 cluster that is enabled to run this demo, an AWS account with 'admin' privileges is required. It will be necessary to ensure that the ~/.aws directory contains the correct aws_access_key_id and aws_secret_access_key for this account.

Setup environment vars

If not done so already, ensure that the following section in the .env file is added and populated. See the .env.example file as a template.

# OCP4 cluster installation
CLUSTER_NAME=ChangeMe # E.g. demo2019
CLUSTER_CONFIG_HOME=ChangeMe # E.g. /Users/someuser/tmp/repos/2019-demo4-cluster-setup/demo2019-config
MASTER_EC2_TYPE=ChangeMe # E.g. c5.xlarge
WORKER_EC2_TYPE=ChangeMe # E.g. c5.xlarge
AWS_REGION=ChangeMe # E.g. ap-southeast-2
VERSION=ChangeMe # E.g. 0.16.1

A note about instance sizes: This demo does require some significant EC2 horsepower. It is recommended to use at least c5.xlarge instances.

Setup a working directory

A config file needs to be written for this to work. After creating a working directory, update the CLUSTER_CONFIG_HOME variable in the .env file.

Download installer

Navigate to https://cloud.redhat.com/openshift/install and download the Installer for the appropriate architecture from:

https://mirror.openshift.com/pub/openshift-v4/clients/ocp/latest/

Rename the downloaded executable to ./openshift-installer, and copy to CLUSTER_CONFIG_HOME. Ensure execute bits are set:

chmod a+x ./openshift-installer

Also, download the "Pull Secret" and record for later.

Generate an install-config.yaml

Run the following command and answer the prompts:

./openshift-installer create install-config

Modify the install-config.yaml file to include the following sections to allow for customisations of AWS infrastructure as per this documentation:

compute:
- name: worker
  platform:
    aws:
      rootVolume:
        size: 500
        type: gp2
      type: m5.2xlarge
      zones:
  replicas: 6
controlPlane:
  name: master
  platform:
    aws:
      type: c5.2xlarge
  replicas: 3

Don't forget to set the appropriate EC2 instance size (type) and the EBS volume size (rootVolume.size in Gb).

Note: If you want to use it again, back-up the install-config.yaml file as it does get deleted during the cluster creation process.

Create a cluster

Start the provisioning process by running:

./openshift-installer create cluster

When the cluster is provisioned, cluster credentials will be displayed. Use these to login to the cluster and then setup whatever identity provider is appropriate.

Note: This process generates a metadata.json file in the same directory which can be used to destroy the cluster.

Cleaning-up

To destroy the cluster run:

./openshift-installer destroy cluster

This does require that the metadata.json file (created during the "create cluster" process) exists in the same directory as the Installer.