Installing a cluster on Azure with customizations - Installing on Azure | Installing

Prerequisites
Internet access for OpenShift Container Platform
Generating a key pair for cluster node SSH access
Selecting an Azure Marketplace image
Obtaining the installation program
Creating the installation configuration file
Enabling Accelerated Networking during installation
Deploying the cluster
Finalizing user-managed encryption after installation
Installing the OpenShift CLI by downloading the binary
Logging in to the cluster by using the CLI
Telemetry access for OpenShift Container Platform
Next steps

In OpenShift Container Platform version 4.11, you can install a customized cluster on infrastructure that the installation program provisions on Microsoft Azure. To customize the installation, you modify parameters in the install-config.yaml file before you install the cluster.

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 configured an Azure account to host the cluster and determined the tested and validated region to deploy the cluster to.
If you use a firewall, you configured it to allow the sites that your cluster requires access to.
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.
If you use customer-managed encryption keys, you prepared your Azure environment for encryption.

Internet access for OpenShift Container Platform

In OpenShift Container Platform 4.11, you require access to the internet to install your cluster.

You must have internet access to:

Access OpenShift Cluster Manager Hybrid Cloud Console 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

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.

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
```
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.
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.

Selecting an Azure Marketplace image

If you are deploying an OpenShift Container Platform cluster using the Azure Marketplace offering, you must first obtain the Azure Marketplace image. The installation program uses this image to deploy worker nodes. When obtaining your image, consider the following:

While the images are the same, the Azure Marketplace publisher is different depending on your region. If you are located in North America, specify redhat as the publisher. If you are located in EMEA, specify redhat-limited as the publisher.
The offer includes a rh-ocp-worker SKU and a rh-ocp-worker-gen1 SKU. The rh-ocp-worker SKU represents a Hyper-V generation version 2 VM image. The default instance types used in OpenShift Container Platform are version 2 compatible. If you are going to use an instance type that is only version 1 compatible, use the image associated with the rh-ocp-worker-gen1 SKU. The rh-ocp-worker-gen1 SKU represents a Hyper-V version 1 VM image.

Prerequisites

You have installed the Azure CLI client (az).
Your Azure account is entitled for the offer and you have logged into this account with the Azure CLI client.

Procedure

Display all of the available OpenShift Container Platform images by running one of the following commands:

North America:

$  az vm image list --all --offer rh-ocp-worker --publisher redhat -o table

Example output

Offer          Publisher       Sku                 Urn                                                             Version
-------------  --------------  ------------------  --------------------------------------------------------------  --------------
rh-ocp-worker  RedHat          rh-ocp-worker       RedHat:rh-ocp-worker:rh-ocpworker:4.8.2021122100               4.8.2021122100
rh-ocp-worker  RedHat          rh-ocp-worker-gen1  RedHat:rh-ocp-worker:rh-ocp-worker-gen1:4.8.2021122100         4.8.2021122100

EMEA:

$  az vm image list --all --offer rh-ocp-worker --publisher redhat-limited -o table

Example output

Offer          Publisher       Sku                 Urn                                                             Version
-------------  --------------  ------------------  --------------------------------------------------------------  --------------
rh-ocp-worker  redhat-limited  rh-ocp-worker       redhat-limited:rh-ocp-worker:rh-ocp-worker:4.8.2021122100       4.8.2021122100
rh-ocp-worker  redhat-limited  rh-ocp-worker-gen1  redhat-limited:rh-ocp-worker:rh-ocp-worker-gen1:4.8.2021122100  4.8.2021122100

Regardless of the version of OpenShift Container Platform you are installing, the correct version of the Azure Marketplace image to use is 4.8.x. If required, as part of the installation process, your VMs are automatically upgraded.

Inspect the image for your offer by running one of the following commands:

North America:

$ az vm image show --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>

EMEA:

$ az vm image show --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>

Review the terms of the offer by running one of the following commands:

North America:

$ az vm image terms show --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>

EMEA:

$ az vm image terms show --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>

Accept the terms of the offering by running one of the following commands:

North America:

$ az vm image terms accept --urn redhat:rh-ocp-worker:rh-ocp-worker:<version>

EMEA:

$ az vm image terms accept --urn redhat-limited:rh-ocp-worker:rh-ocp-worker:<version>

Record the image details of your offer. You must update the compute section in the install-config.yaml file with values for publisher, offer, sku, and version before deploying the cluster.

Sample install-config.yaml file with the Azure Marketplace worker nodes

apiVersion: v1
baseDomain: example.com
compute:
- hyperthreading: Enabled
  name: worker
  platform:
    azure:
      type: Standard_D4s_v5
      osImage:
        publisher: redhat
        offer: rh-ocp-worker
        sku: rh-ocp-worker
        version: 4.8.2021122100
  replicas: 3

Obtaining the installation program

Before you install OpenShift Container Platform, 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

Access the Infrastructure Provider page on the OpenShift Cluster Manager site. If you have a Red Hat account, log in with your credentials. If you do not, create an account.
Select your infrastructure provider.

Navigate to the page for your installation type, download the installation program that corresponds with your host operating system and architecture, and place the file in the directory where you will store the installation configuration files.

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 OpenShift Container Platform uninstallation procedures for your specific cloud provider.

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
```
Download your installation pull secret from the Red Hat OpenShift Cluster Manager. 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 OpenShift Container Platform components.

Creating the installation configuration file

You can customize the OpenShift Container Platform cluster you install on Microsoft Azure.

Prerequisites

Obtain the OpenShift Container Platform installation program and the pull secret for your cluster.
Obtain service principal permissions at the subscription level.

Procedure

Create the insta