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Prerequisites

  • You reviewed details about the OpenShift Container Platform installation and update processes.

  • You read the documentation on selecting a cluster installation method and preparing it for users.

  • You mirrored the images for a disconnected installation to your registry and obtained the imageContentSources data for your version of OpenShift Container Platform.

    Because the installation media is on the mirror host, you can use that computer to complete all installation steps.

  • You have an existing VPC in AWS. When installing to a restricted network using installer-provisioned infrastructure, you cannot use the installer-provisioned VPC. You must use a user-provisioned VPC that satisfies one of the following requirements:

    • Contains the mirror registry

    • Has firewall rules or a peering connection to access the mirror registry hosted elsewhere

  • You configured an AWS account to host the cluster.

    If you have an AWS profile stored on your computer, it must not use a temporary session token that you generated while using a multi-factor authentication device. The cluster continues to use your current AWS credentials to create AWS resources for the entire life of the cluster, so you must use key-based, long-lived credentials. To generate appropriate keys, see Managing Access Keys for IAM Users in the AWS documentation. You can supply the keys when you run the installation program.

  • You downloaded the AWS CLI and installed it on your computer. See Install the AWS CLI Using the Bundled Installer (Linux, macOS, or Unix) in the AWS documentation.

  • If you use a firewall and plan to use the Telemetry service, you configured the firewall to allow the sites that your cluster requires access to.

    If you are configuring a proxy, be sure to also review this site list.

  • If the cloud identity and access management (IAM) APIs are not accessible in your environment, or if you do not want to store an administrator-level credential secret in the kube-system namespace, you can manually create and maintain IAM credentials.

About installations in restricted networks

In OpenShift Container Platform 4.11, you can perform an installation that does not require an active connection to the internet to obtain software components. Restricted network installations can be completed using installer-provisioned infrastructure or user-provisioned infrastructure, depending on the cloud platform to which you are installing the cluster.

If you choose to perform a restricted network installation on a cloud platform, you still require access to its cloud APIs. Some cloud functions, like Amazon Web Service’s Route 53 DNS and IAM services, require internet access. Depending on your network, you might require less internet access for an installation on bare metal hardware or on VMware vSphere.

To complete a restricted network installation, you must create a registry that mirrors the contents of the OpenShift Container Platform registry and contains the installation media. You can create this registry on a mirror host, which can access both the internet and your closed network, or by using other methods that meet your restrictions.

Additional limits

Clusters in restricted networks have the following additional limitations and restrictions:

  • The ClusterVersion status includes an Unable to retrieve available updates error.

  • By default, you cannot use the contents of the Developer Catalog because you cannot access the required image stream tags.

About using a custom VPC

In OpenShift Container Platform 4.11, you can deploy a cluster into existing subnets in an existing Amazon Virtual Private Cloud (VPC) in Amazon Web Services (AWS). By deploying OpenShift Container Platform into an existing AWS VPC, you might be able to avoid limit constraints in new accounts or more easily abide by the operational constraints that your company’s guidelines set. If you cannot obtain the infrastructure creation permissions that are required to create the VPC yourself, use this installation option.

Because the installation program cannot know what other components are also in your existing subnets, it cannot choose subnet CIDRs and so forth on your behalf. You must configure networking for the subnets that you install your cluster to yourself.

Requirements for using your VPC

The installation program no longer creates the following components:

  • Internet gateways

  • NAT gateways

  • Subnets

  • Route tables

  • VPCs

  • VPC DHCP options

  • VPC endpoints

The installation program requires that you use the cloud-provided DNS server. Using a custom DNS server is not supported and causes the installation to fail.

If you use a custom VPC, you must correctly configure it and its subnets for the installation program and the cluster to use. See Amazon VPC console wizard configurations and Work with VPCs and subnets in the AWS documentation for more information on creating and managing an AWS VPC.

The installation program cannot:

  • Subdivide network ranges for the cluster to use.

  • Set route tables for the subnets.

  • Set VPC options like DHCP.

You must complete these tasks before you install the cluster. See VPC networking components and Route tables for your VPC for more information on configuring networking in an AWS VPC.

Your VPC must meet the following characteristics:

  • The VPC must not use the kubernetes.io/cluster/.*: owned tag.

    The installation program modifies your subnets to add the kubernetes.io/cluster/.*: shared tag, so your subnets must have at least one free tag slot available for it. See Tag Restrictions in the AWS documentation to confirm that the installation program can add a tag to each subnet that you specify.

  • You must enable the enableDnsSupport and enableDnsHostnames attributes in your VPC, so that the cluster can use the Route 53 zones that are attached to the VPC to resolve cluster’s internal DNS records. See DNS Support in Your VPC in the AWS documentation.

    If you prefer to use your own Route 53 hosted private zone, you must associate the existing hosted zone with your VPC prior to installing a cluster. You can define your hosted zone using the platform.aws.hostedZone field in the install-config.yaml file.

If you are working in a disconnected environment, you are unable to reach the public IP addresses for EC2, ELB, and S3 endpoints. Depending on the level to which you want to restrict internet traffic during the installation, the following configuration options are available:

Option 1: Create VPC endpoints

Create a VPC endpoint and attach it to the subnets that the clusters are using. Name the endpoints as follows:

  • ec2.<region>.amazonaws.com

  • elasticloadbalancing.<region>.amazonaws.com

  • s3.<region>.amazonaws.com

With this option, network traffic remains private between your VPC and the required AWS services.

Option 2: Create a proxy without VPC endpoints

As part of the installation process, you can configure an HTTP or HTTPS proxy. With this option, internet traffic goes through the proxy to reach the required AWS services.

Option 3: Create a proxy with VPC endpoints

As part of the installation process, you can configure an HTTP or HTTPS proxy with VPC endpoints. Create a VPC endpoint and attach it to the subnets that the clusters are using. Name the endpoints as follows:

  • ec2.<region>.amazonaws.com

  • elasticloadbalancing.<region>.amazonaws.com

  • s3.<region>.amazonaws.com

When configuring the proxy in the install-config.yaml file, add these endpoints to the noProxy field. With this option, the proxy prevents the cluster from accessing the internet directly. However, network traffic remains private between your VPC and the required AWS services.

Required VPC components

You must provide a suitable VPC and subnets that allow communication to your machines.

Component AWS type Description

VPC

  • AWS::EC2::VPC

  • AWS::EC2::VPCEndpoint

You must provide a public VPC for the cluster to use. The VPC uses an endpoint that references the route tables for each subnet to improve communication with the registry that is hosted in S3.

Public subnets

  • AWS::EC2::Subnet

  • AWS::EC2::SubnetNetworkAclAssociation

Your VPC must have public subnets for between 1 and 3 availability zones and associate them with appropriate Ingress rules.

Internet gateway

  • AWS::EC2::InternetGateway

  • AWS::EC2::VPCGatewayAttachment

  • AWS::EC2::RouteTable

  • AWS::EC2::Route

  • AWS::EC2::SubnetRouteTableAssociation

  • AWS::EC2::NatGateway

  • AWS::EC2::EIP

You must have a public internet gateway, with public routes, attached to the VPC. In the provided templates, each public subnet has a NAT gateway with an EIP address. These NAT gateways allow cluster resources, like private subnet instances, to reach the internet and are not required for some restricted network or proxy scenarios.

Network access control

  • AWS::EC2::NetworkAcl

  • AWS::EC2::NetworkAclEntry

You must allow the VPC to access the following ports:

Port

Reason

80

Inbound HTTP traffic

443

Inbound HTTPS traffic

22

Inbound SSH traffic

1024 - 65535

Inbound ephemeral traffic

0 - 65535

Outbound ephemeral traffic

Private subnets

  • AWS::EC2::Subnet

  • AWS::EC2::RouteTable

  • AWS::EC2::SubnetRouteTableAssociation

Your VPC can have private subnets. The provided CloudFormation templates can create private subnets for between 1 and 3 availability zones. If you use private subnets, you must provide appropriate routes and tables for them.

VPC validation

To ensure that the subnets that you provide are suitable, the installation program confirms the following data:

  • All the subnets that you specify exist.

  • You provide private subnets.

  • The subnet CIDRs belong to the machine CIDR that you specified.

  • You provide subnets for each availability zone. Each availability zone contains no more than one public and one private subnet. If you use a private cluster, provide only a private subnet for each availability zone. Otherwise, provide exactly one public and private subnet for each availability zone.

  • You provide a public subnet for each private subnet availability zone. Machines are not provisioned in availability zones that you do not provide private subnets for.

If you destroy a cluster that uses an existing VPC, the VPC is not deleted. When you remove the OpenShift Container Platform cluster from a VPC, the kubernetes.io/cluster/.*: shared tag is removed from the subnets that it used.

Division of permissions

Starting with OpenShift Container Platform 4.3, you do not need all of the permissions that are required for an installation program-provisioned infrastructure cluster to deploy a cluster. This change mimics the division of permissions that you might have at your company: some individuals can create different resource in your clouds than others. For example, you might be able to create application-specific items, like instances, buckets, and load balancers, but not networking-related components such as VPCs, subnets, or ingress rules.

The AWS credentials that you use when you create your cluster do not need the networking permissions that are required to make VPCs and core networking components within the VPC, such as subnets, routing tables, internet gateways, NAT, and VPN. You still need permission to make the application resources that the machines within the cluster require, such as ELBs, security groups, S3 buckets, and nodes.

Isolation between clusters

If you deploy OpenShift Container Platform to an existing network, the isolation of cluster services is reduced in the following ways:

  • You can install multiple OpenShift Container Platform clusters in the same VPC.

  • ICMP ingress is allowed from the entire network.

  • TCP 22 ingress (SSH) is allowed to the entire network.

  • Control plane TCP 6443 ingress (Kubernetes API) is allowed to the entire network.

  • Control plane TCP 22623 ingress (MCS) is allowed to the entire network.

Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.11, you require access to the internet to obtain the images that are necessary to install your cluster.

You must have internet access to:

  • Access OpenShift Cluster Manager to download the installation program and perform subscription management. If the cluster has internet access and you do not disable Telemetry, that service automatically entitles your cluster.

  • Access Quay.io to obtain the packages that are required to install your cluster.

  • Obtain the packages that are required to perform cluster updates.

If your cluster cannot have direct internet access, you can perform a restricted network installation on some types of infrastructure that you provision. During that process, you download the required content and use it to populate a mirror registry with the installation packages. With some installation types, the environment that you install your cluster in will not require internet access. Before you update the cluster, you update the content of the mirror registry.

Generating a key pair for cluster node SSH access

During an OpenShift Container Platform installation, you can provide an SSH public key to the installation program. The key is passed to the Red Hat Enterprise Linux CoreOS (RHCOS) 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 RHCOS 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.

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:

    $ ssh-keygen -t ed25519 -N '' -f <path>/<file_name> (1)
    1 Specify 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 OpenShift Container Platform 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. View the public SSH key:

    $ cat <path>/<file_name>.pub

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

    $ 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:

      $ 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.

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

    $ ssh-add <path>/<file_name> (1)
    1 Specify the path and file name for your SSH private key, such as ~/.ssh/id_ed25519
    Example output
    Identity added: /home/<you>/<path>/<file_name> (<computer_name>)
Next steps
  • When you install OpenShift Container Platform, provide the SSH public key to the installation program.

Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Amazon Web Services (AWS).

Prerequisites
  • Obtain the OpenShift Container Platform installation program and the pull secret for your cluster. For a restricted network installation, these files are on your mirror host.

  • Have the imageContentSources values that were generated during mirror registry creation.

  • Obtain the contents of the certificate for your mirror registry.

  • Obtain service principal permissions at the subscription level.

Procedure
  1. Create the install-config.yaml file.

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

      $ ./openshift-install create install-config --dir <installation_directory> (1)
      1 For <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 OpenShift Container Platform version.

    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 OpenShift Container Platform 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.

      7. Paste the pull secret from the Red Hat OpenShift Cluster Manager.

  2. Edit the install-config.yaml file to give the additional information that is required for an installation in a restricted network.

    1. Update the pullSecret value to contain the authentication information for your registry:

      pullSecret: '{"auths":{"<mirror_host_name>:5000": {"auth": "<credentials>","email": "you@example.com"}}}'

      For <mirror_host_name>, specify the registry domain name that you specified in the certificate for your mirror registry, and for <credentials>, specify the base64-encoded user name and password for your mirror registry.

    2. Add the additionalTrustBundle parameter and value.

      additionalTrustBundle: |
        -----BEGIN CERTIFICATE-----
        ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
        -----END CERTIFICATE-----

      The value must be the contents of the certificate file that you used for your mirror registry. The certificate file can be an existing, trusted certificate authority, or the self-signed certificate that you generated for the mirror registry.

    3. Define the subnets for the VPC to install the cluster in:

      subnets:
      - subnet-1
      - subnet-2
      - subnet-3
    4. Add the image content resources, which resemble the following YAML excerpt:

      imageContentSources