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Creating infrastructure machine sets

You can use the advanced machine management and scaling capabilities only in clusters where the Machine API is operational. Clusters with user-provisioned infrastructure require additional validation and configuration to use the Machine API.

Clusters with the infrastructure platform type none cannot use the Machine API. This limitation applies even if the compute machines that are attached to the cluster are installed on a platform that supports the feature. This parameter cannot be changed after installation.

To view the platform type for your cluster, run the following command:

$ oc get infrastructure cluster -o jsonpath='{.status.platform}'

You can use infrastructure machine sets to create machines that host only infrastructure components, such as the default router, the integrated container image registry, and the components for cluster metrics and monitoring. These infrastructure machines are not counted toward the total number of subscriptions that are required to run the environment.

In a production deployment, it is recommended that you deploy at least three machine sets to hold infrastructure components. Red Hat OpenShift Service Mesh deploys Elasticsearch, which requires three instances to be installed on different nodes. Each of these nodes can be deployed to different availability zones for high availability. This configuration requires three different machine sets, one for each availability zone. In global Azure regions that do not have multiple availability zones, you can use availability sets to ensure high availability.

OpenShift Container Platform infrastructure components

Each self-managed Red Hat OpenShift subscription includes entitlements for OpenShift Container Platform and other OpenShift-related components. These entitlements are included for running OpenShift Container Platform control plane and infrastructure workloads and do not need to be accounted for during sizing.

To qualify as an infrastructure node and use the included entitlement, only components that are supporting the cluster, and not part of an end-user application, can run on those instances. Examples include the following components:

  • Kubernetes and OpenShift Container Platform control plane services

  • The default router

  • The integrated container image registry

  • The HAProxy-based Ingress Controller

  • The cluster metrics collection, or monitoring service, including components for monitoring user-defined projects

  • Cluster aggregated logging

  • Red Hat Quay

  • Red Hat OpenShift Data Foundation

  • Red Hat Advanced Cluster Management for Kubernetes

  • Red Hat Advanced Cluster Security for Kubernetes

  • Red Hat OpenShift GitOps

  • Red Hat OpenShift Pipelines

  • Red Hat OpenShift Service Mesh

Any node that runs any other container, pod, or component is a worker node that your subscription must cover.

For information about infrastructure nodes and which components can run on infrastructure nodes, see the "Red Hat OpenShift control plane and infrastructure nodes" section in the OpenShift sizing and subscription guide for enterprise Kubernetes document.

To create an infrastructure node, you can use a machine set, label the node, or use a machine config pool.

Creating infrastructure machine sets for production environments

In a production deployment, it is recommended that you deploy at least three compute machine sets to hold infrastructure components. Red Hat OpenShift Service Mesh deploys Elasticsearch, which requires three instances to be installed on different nodes. Each of these nodes can be deployed to different availability zones for high availability. A configuration like this requires three different compute machine sets, one for each availability zone. In global Azure regions that do not have multiple availability zones, you can use availability sets to ensure high availability.

Creating infrastructure machine sets for different clouds

Use the sample compute machine set for your cloud.

Sample YAML for a compute machine set custom resource on Alibaba Cloud

This sample YAML defines a compute machine set that runs in a specified Alibaba Cloud zone in a region and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
    machine.openshift.io/cluster-api-machine-role: <infra> (2)
    machine.openshift.io/cluster-api-machine-type: <infra> (2)
  name: <infrastructure_id>-<infra>-<zone> (3)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<infra>-<zone> (3)
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (2)
        machine.openshift.io/cluster-api-machine-type: <infra> (2)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<infra>-<zone> (3)
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/infra: ""
      providerSpec:
        value:
          apiVersion: machine.openshift.io/v1
          credentialsSecret:
            name: alibabacloud-credentials
          imageId: <image_id> (4)
          instanceType: <instance_type> (5)
          kind: AlibabaCloudMachineProviderConfig
          ramRoleName: <infrastructure_id>-role-worker (6)
          regionId: <region> (7)
          resourceGroup: (8)
            id: <resource_group_id>
            type: ID
          securityGroups:
          - tags: (9)
            - Key: Name
              Value: <infrastructure_id>-sg-<role>
            type: Tags
          systemDisk: (10)
            category: cloud_essd
            size: <disk_size>
          tag: (9)
          - Key: kubernetes.io/cluster/<infrastructure_id>
            Value: owned
          userDataSecret:
            name: <user_data_secret> (11)
          vSwitch:
            tags: (9)
            - Key: Name
              Value: <infrastructure_id>-vswitch-<zone>
            type: Tags
          vpcId: ""
          zoneId: <zone> (12)
      taints: (13)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI (oc) installed, you can obtain the infrastructure ID by running the following command: 
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 Specify the <infra> node label.
3 Specify the infrastructure ID, <infra> node label, and zone.
4 Specify the image to use. Use an image from an existing default compute machine set for the cluster.
5 Specify the instance type you want to use for the compute machine set.
6 Specify the name of the RAM role to use for the compute machine set. Use the value that the installer populates in the default compute machine set.
7 Specify the region to place machines on.
8 Specify the resource group and type for the cluster. You can use the value that the installer populates in the default compute machine set, or specify a different one.
9 Specify the tags to use for the compute machine set. Minimally, you must include the tags shown in this example, with appropriate values for your cluster. You can include additional tags, including the tags that the installer populates in the default compute machine set it creates, as needed.
10 Specify the type and size of the root disk. Use the category value that the installer populates in the default compute machine set it creates. If required, specify a different value in gigabytes for size.
11 Specify the name of the secret in the user data YAML file that is in the openshift-machine-api namespace. Use the value that the installer populates in the default compute machine set.
12 Specify the zone within your region to place machines on. Be sure that your region supports the zone that you specify.
13 Specify a taint to prevent user workloads from being scheduled on infra nodes.

After adding the NoSchedule taint on the infrastructure node, existing DNS pods running on that node are marked as misscheduled. You must either delete or add toleration on misscheduled DNS pods.
Machine set parameters for Alibaba Cloud usage statistics

The default compute machine sets that the installer creates for Alibaba Cloud clusters include nonessential tag values that Alibaba Cloud uses internally to track usage statistics. These tags are populated in the securityGroups, tag, and vSwitch parameters of the spec.template.spec.providerSpec.value list.

When creating compute machine sets to deploy additional machines, you must include the required Kubernetes tags. The usage statistics tags are applied by default, even if they are not specified in the compute machine sets you create. You can also include additional tags as needed.

The following YAML snippets indicate which tags in the default compute machine sets are optional and which are required.

Tags in spec.template.spec.providerSpec.value.securityGroups
spec:
  template:
    spec:
      providerSpec:
        value:
          securityGroups:
          - tags:
            - Key: kubernetes.io/cluster/<infrastructure_id> (1)
              Value: owned
            - Key: GISV
              Value: ocp
            - Key: sigs.k8s.io/cloud-provider-alibaba/origin (1)
              Value: ocp
            - Key: Name
              Value: <infrastructure_id>-sg-<role> (2)
            type: Tags
1 Optional: This tag is applied even when not specified in the compute machine set.
2 Required.

where:

  • <infrastructure_id> is the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster.

  • <role> is the node label to add.
Tags in spec.template.spec.providerSpec.value.tag
spec:
  template:
    spec:
      providerSpec:
        value:
          tag:
          - Key: kubernetes.io/cluster/<infrastructure_id> (2)
            Value: owned
          - Key: GISV (1)
            Value: ocp
          - Key: sigs.k8s.io/cloud-provider-alibaba/origin (1)
            Value: ocp
1 Optional: This tag is applied even when not specified in the compute machine set.
2 Required.

where <infrastructure_id> is the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster.
Tags in spec.template.spec.providerSpec.value.vSwitch
spec:
  template:
    spec:
      providerSpec:
        value:
          vSwitch:
            tags:
            - Key: kubernetes.io/cluster/<infrastructure_id> (1)
              Value: owned
            - Key: GISV (1)
              Value: ocp
            - Key: sigs.k8s.io/cloud-provider-alibaba/origin (1)
              Value: ocp
            - Key: Name
              Value: <infrastructure_id>-vswitch-<zone> (2)
            type: Tags
1 Optional: This tag is applied even when not specified in the compute machine set.
2 Required.

where:

  • <infrastructure_id> is the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster.

  • <zone> is the zone within your region to place machines on.

Sample YAML for a compute machine set custom resource on AWS

This sample YAML defines a compute machine set that runs in the us-east-1a Amazon Web Services (AWS) zone and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
  name: <infrastructure_id>-infra-<zone> (2)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<zone> (2)
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: infra (3)
        machine.openshift.io/cluster-api-machine-type: infra (3)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<zone> (2)
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/infra: "" (3)
      providerSpec:
        value:
          ami:
            id: ami-046fe691f52a953f9 (4)
          apiVersion: awsproviderconfig.openshift.io/v1beta1
          blockDevices:
            - ebs:
                iops: 0
                volumeSize: 120
                volumeType: gp2
          credentialsSecret:
            name: aws-cloud-credentials
          deviceIndex: 0
          iamInstanceProfile:
            id: <infrastructure_id>-worker-profile (1)
          instanceType: m6i.large
          kind: AWSMachineProviderConfig
          placement:
            availabilityZone: <zone> (6)
            region: <region> (7)
          securityGroups:
            - filters:
                - name: tag:Name
                  values:
                    - <infrastructure_id>-worker-sg (1)
          subnet:
            filters:
              - name: tag:Name
                values:
                  - <infrastructure_id>-private-<zone> (8)
          tags:
            - name: kubernetes.io/cluster/<infrastructure_id> (1)
              value: owned
            - name: <custom_tag_name> (5)
              value: <custom_tag_value> (5)
          userDataSecret:
            name: worker-user-data
      taints: (9)
        - key: node-role.kubernetes.io/infra
          effect: NoSchedule
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command: 
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 Specify the infrastructure ID, infra role node label, and zone.
3 Specify the infra role node label.
4 Specify a valid Red Hat Enterprise Linux CoreOS (RHCOS) Amazon Machine Image (AMI) for your AWS zone for your OpenShift Container Platform nodes. If you want to use an AWS Marketplace image, you must complete the OpenShift Container Platform subscription from the AWS Marketplace to obtain an AMI ID for your region. 
$ oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.ami.id}{"\n"}' \
    get machineset/<infrastructure_id>-<role>-<zone>
5 Optional: Specify custom tag data for your cluster. For example, you might add an admin contact email address by specifying a name:value pair of Email:admin-email@example.com.

Custom tags can also be specified during installation in the install-config.yml file. If the install-config.yml file and the machine set include a tag with the same name data, the value for the tag from the machine set takes priority over the value for the tag in the install-config.yml file.
6 Specify the zone, for example, us-east-1a.
7 Specify the region, for example, us-east-1.
8 Specify the infrastructure ID and zone.
9 Specify a taint to prevent user workloads from being scheduled on infra nodes.

After adding the NoSchedule taint on the infrastructure node, existing DNS pods running on that node are marked as misscheduled. You must either delete or add toleration on misscheduled DNS pods.

Machine sets running on AWS support non-guaranteed Spot Instances. You can save on costs by using Spot Instances at a lower price compared to On-Demand Instances on AWS. Configure Spot Instances by adding spotMarketOptions to the MachineSet YAML file.

Sample YAML for a compute machine set custom resource on Azure

This sample YAML defines a compute machine set that runs in the 1 Microsoft Azure zone in a region and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and infra is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
    machine.openshift.io/cluster-api-machine-role: infra (2)
    machine.openshift.io/cluster-api-machine-type: infra
  name: <infrastructure_id>-infra-<region> (3)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<region>
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: infra
        machine.openshift.io/cluster-api-machine-type: infra
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<region>
    spec:
      metadata:
        creationTimestamp: null
        labels:
          machine.openshift.io/cluster-api-machineset: <machineset_name>
          node-role.kubernetes.io/infra: ""
      providerSpec:
        value:
          apiVersion: azureproviderconfig.openshift.io/v1beta1
          credentialsSecret:
            name: azure-cloud-credentials
            namespace: openshift-machine-api
          image: (4)
            offer: ""
            publisher: ""
            resourceID: /resourceGroups/<infrastructure_id>-rg/providers/Microsoft.Compute/galleries/gallery_<infrastructure_id>/images/<infrastructure_id>-gen2/versions/latest (5)
            sku: ""
            version: ""
          internalLoadBalancer: ""
          kind: AzureMachineProviderSpec
          location: <region> (6)
          managedIdentity: <infrastructure_id>-identity
          metadata:
            creationTimestamp: null
          natRule: null
          networkResourceGroup: ""
          osDisk:
            diskSizeGB: 128
            managedDisk:
              storageAccountType: Premium_LRS
            osType: Linux
          publicIP: false
          publicLoadBalancer: ""
          resourceGroup: <infrastructure_id>-rg
          sshPrivateKey: ""
          sshPublicKey: ""
          tags:
            - name: <custom_tag_name> (7)
              value: <custom_tag_value>
          subnet: <infrastructure_id>-<role>-subnet
          userDataSecret:
            name: worker-user-data
          vmSize: Standard_D4s_v3
          vnet: <infrastructure_id>-vnet
          zone: "1" (8)
      taints: (9)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command: 
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

You can obtain the subnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.subnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1

You can obtain the vnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.vnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1
2 Specify the infra node label.
3 Specify the infrastructure ID, infra node label, and region.
4 Specify the image details for your compute machine set. If you want to use an Azure Marketplace image, see "Selecting an Azure Marketplace image".
5 Specify an image that is compatible with your instance type. The Hyper-V generation V2 images created by the installation program have a -gen2 suffix, while V1 images have the same name without the suffix.
6 Specify the region to place machines on.
7 Optional: Specify custom tags in your machine set. Provide the tag name in <custom_tag_name> field and the corresponding tag value in <custom_tag_value> field.
8 Specify the zone within your region to place machines on. Be sure that your region supports the zone that you specify.
9 Specify a taint to prevent user workloads from being scheduled on infra nodes.

After adding the NoSchedule taint on the infrastructure node, existing DNS pods running on that node are marked as misscheduled. You must either delete or add toleration on misscheduled DNS pods.

Machine sets running on Azure support non-guaranteed Spot VMs. You can save on costs by using Spot VMs at a lower price compared to standard VMs on Azure. You can configure Spot VMs by adding spotVMOptions to the MachineSet YAML file.

Additional resources

Sample YAML for a compute machine set custom resource on Azure Stack Hub

This sample YAML defines a compute machine set that runs in the 1 Microsoft Azure zone in a region and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
    machine.openshift.io/cluster-api-machine-role: <infra> (2)
    machine.openshift.io/cluster-api-machine-type: <infra> (2)
  name: <infrastructure_id>-infra-<region> (3)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<region> (3)
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (2)
        machine.openshift.io/cluster-api-machine-type: <infra> (2)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra-<region> (3)
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/infra: "" (2)
      taints: (4)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
      providerSpec:
        value:
          apiVersion: machine.openshift.io/v1beta1
          availabilitySet: <availability_set> (6)
          credentialsSecret:
            name: azure-cloud-credentials
            namespace: openshift-machine-api
          image:
            offer: ""
            publisher: ""
            resourceID: /resourceGroups/<infrastructure_id>-rg/providers/Microsoft.Compute/images/<infrastructure_id> (1)
            sku: ""
            version: ""
          internalLoadBalancer: ""
          kind: AzureMachineProviderSpec
          location: <region> (5)
          managedIdentity: <infrastructure_id>-identity (1)
          metadata:
            creationTimestamp: null
          natRule: null
          networkResourceGroup: ""
          osDisk:
            diskSizeGB: 128
            managedDisk:
              storageAccountType: Premium_LRS
            osType: Linux
          publicIP: false
          publicLoadBalancer: ""
          resourceGroup: <infrastructure_id>-rg (1)
          sshPrivateKey: ""
          sshPublicKey: ""
          subnet: <infrastructure_id>-<role>-subnet  (1) (2)
          userDataSecret:
            name: worker-user-data (2)
          vmSize: Standard_DS4_v2
          vnet: <infrastructure_id>-vnet (1)
          zone: "1" (7)
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command: 
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster

You can obtain the subnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.subnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1

You can obtain the vnet by running the following command:

$  oc -n openshift-machine-api \
    -o jsonpath='{.spec.template.spec.providerSpec.value.vnet}{"\n"}' \
    get machineset/<infrastructure_id>-worker-centralus1
2 Specify the <infra> node label.
3 Specify the infrastructure ID, <infra> node label, and region.
4 Specify a taint to prevent user workloads from being scheduled on infra nodes.

After adding the NoSchedule taint on the infrastructure node, existing DNS pods running on that node are marked as misscheduled. You must either delete or add toleration on misscheduled DNS pods.
5 Specify the region to place machines on.
6 Specify the availability set for the cluster.
7 Specify the zone within your region to place machines on. Be sure that your region supports the zone that you specify.

Machine sets running on Azure Stack Hub do not support non-guaranteed Spot VMs.

Sample YAML for a compute machine set custom resource on IBM Cloud

This sample YAML defines a compute machine set that runs in a specified IBM Cloud zone in a region and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
    machine.openshift.io/cluster-api-machine-role: <infra> (2)
    machine.openshift.io/cluster-api-machine-type: <infra> (2)
  name: <infrastructure_id>-<infra>-<region> (3)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<infra>-<region> (3)
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (2)
        machine.openshift.io/cluster-api-machine-type: <infra> (2)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<infra>-<region> (3)
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/infra: ""
      providerSpec:
        value:
          apiVersion: ibmcloudproviderconfig.openshift.io/v1beta1
          credentialsSecret:
            name: ibmcloud-credentials
          image: <infrastructure_id>-rhcos (4)
          kind: IBMCloudMachineProviderSpec
          primaryNetworkInterface:
              securityGroups:
              - <infrastructure_id>-sg-cluster-wide
              - <infrastructure_id>-sg-openshift-net
              subnet: <infrastructure_id>-subnet-compute-<zone> (5)
          profile: <instance_profile> (6)
          region: <region> (7)
          resourceGroup: <resource_group> (8)
          userDataSecret:
              name: <role>-user-data (2)
          vpc: <vpc_name> (9)
          zone: <zone> (10)
        taints: (11)
        - key: node-role.kubernetes.io/infra
          effect: NoSchedule
1 The infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command: 
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 The <infra> node label.
3 The infrastructure ID, <infra> node label, and region.
4 The custom Red Hat Enterprise Linux CoreOS (RHCOS) image that was used for cluster installation.
5 The infrastructure ID and zone within your region to place machines on. Be sure that your region supports the zone that you specify.
6 Specify the IBM Cloud instance profile.
7 Specify the region to place machines on.
8 The resource group that machine resources are placed in. This is either an existing resource group specified at installation time, or an installer-created resource group named based on the infrastructure ID.
9 The VPC name.
10 Specify the zone within your region to place machines on. Be sure that your region supports the zone that you specify.
11 The taint to prevent user workloads from being scheduled on infra nodes.

After adding the NoSchedule taint on the infrastructure node, existing DNS pods running on that node are marked as misscheduled. You must either delete or add toleration on misscheduled DNS pods.

Sample YAML for a compute machine set custom resource on GCP

This sample YAML defines a compute machine set that runs in Google Cloud Platform (GCP) and creates nodes that are labeled with node-role.kubernetes.io/infra: "", where infra is the node label to add.

Values obtained by using the OpenShift CLI

In the following example, you can obtain some of the values for your cluster by using the OpenShift CLI.

Infrastructure ID

The <infrastructure_id> string is the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
Image path

The <path_to_image> string is the path to the image that was used to create the disk. If you have the OpenShift CLI installed, you can obtain the path to the image by running the following command:

$ oc -n openshift-machine-api \
  -o jsonpath='{.spec.template.spec.providerSpec.value.disks[0].image}{"\n"}' \
  get machineset/<infrastructure_id>-worker-a
Sample GCP MachineSet values
apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
  name: <infrastructure_id>-w-a
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-w-a
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <infra> (2)
        machine.openshift.io/cluster-api-machine-type: <infra>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-w-a
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/infra: ""
      providerSpec:
        value:
          apiVersion: gcpprovider.openshift.io/v1beta1
          canIPForward: false
          credentialsSecret:
            name: gcp-cloud-credentials
          deletionProtection: false
          disks:
          - autoDelete: true
            boot: true
            image: <path_to_image> (3)
            labels: null
            sizeGb: 128
            type: pd-ssd
          gcpMetadata: (4)
          - key: <custom_metadata_key>
            value: <custom_metadata_value>
          kind: GCPMachineProviderSpec
          machineType: n1-standard-4
          metadata:
            creationTimestamp: null
          networkInterfaces:
          - network: <infrastructure_id>-network
            subnetwork: <infrastructure_id>-worker-subnet
          projectID: <project_name> (5)
          region: us-central1
          serviceAccounts: (6)
          - email: <infrastructure_id>-w@<project_name>.iam.gserviceaccount.com
            scopes:
            - https://www.googleapis.com/auth/cloud-platform
          tags:
            - <infrastructure_id>-worker
          userDataSecret:
            name: worker-user-data
          zone: us-central1-a
      taints: (7)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
1 For <infrastructure_id>, specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster.
2 For <infra>, specify the <infra> node label.
3 Specify the path to the image that is used in current compute machine sets.

To use a GCP Marketplace image, specify the offer to use:

  • OpenShift Container Platform: https://www.googleapis.com/compute/v1/projects/redhat-marketplace-public/global/images/redhat-coreos-ocp-413-x86-64-202305021736

  • OpenShift Platform Plus: https://www.googleapis.com/compute/v1/projects/redhat-marketplace-public/global/images/redhat-coreos-opp-413-x86-64-202305021736

  • OpenShift Kubernetes Engine: https://www.googleapis.com/compute/v1/projects/redhat-marketplace-public/global/images/redhat-coreos-oke-413-x86-64-202305021736
4 Optional: Specify custom metadata in the form of a key:value pair. For example use cases, see the GCP documentation for setting custom metadata.
5 For <project_name>, specify the name of the GCP project that you use for your cluster.
6 Specifies a single service account. Multiple service accounts are not supported.
7 Specify a taint to prevent user workloads from being scheduled on infra nodes.

After adding the NoSchedule taint on the infrastructure node, existing DNS pods running on that node are marked as misscheduled. You must either delete or add toleration on misscheduled DNS pods.

Machine sets running on GCP support non-guaranteed preemptible VM instances. You can save on costs by using preemptible VM instances at a lower price compared to normal instances on GCP. You can configure preemptible VM instances by adding preemptible to the MachineSet YAML file.

Sample YAML for a compute machine set custom resource on Nutanix

This sample YAML defines a Nutanix compute machine set that creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

Values obtained by using the OpenShift CLI

In the following example, you can obtain some of the values for your cluster by using the OpenShift CLI (oc).

Infrastructure ID

The <infrastructure_id> string is the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command:

$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
    machine.openshift.io/cluster-api-machine-role: <infra> (2)
    machine.openshift.io/cluster-api-machine-type: <infra>
  name: <infrastructure_id>-<infra>-<zone> (3)
  namespace: openshift-machine-api
  annotations: (4)
    machine.openshift.io/memoryMb: "16384"
    machine.openshift.io/vCPU: "4"
spec:
  replicas: 3
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<infra>-<zone>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <infra>
        machine.openshift.io/cluster-api-machine-type: <infra>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<infra>-<zone>
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/infra: ""
      providerSpec:
        value:
          apiVersion: machine.openshift.io/v1
          bootType: "" (5)
          categories: (6)
          - key: <category_name>
            value: <category_value>
          cluster: (7)
            type: uuid
            uuid: <cluster_uuid>
          credentialsSecret:
            name: nutanix-credentials
          image:
            name: <infrastructure_id>-rhcos (8)
            type: name
          kind: NutanixMachineProviderConfig
          memorySize: 16Gi (9)
          project: (10)
            type: name
            name: <project_name>
          subnets:
          - type: uuid
            uuid: <subnet_uuid>
          systemDiskSize: 120Gi (11)
          userDataSecret:
            name: <user_data_secret> (12)
          vcpuSockets: 4 (13)
          vcpusPerSocket: 1 (14)
      taints: (15)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
1 For <infrastructure_id>, specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster.
2 Specify the <infra> node label.
3 Specify the infrastructure ID, <infra> node label, and zone.
4 Annotations for the cluster autoscaler.
5 Specifies the boot type that the compute machines use. For more information about boot types, see Understanding UEFI, Secure Boot, and TPM in the Virtualized Environment. Valid values are Legacy, SecureBoot, or UEFI. The default is Legacy.

You must use the Legacy boot type in OpenShift Container Platform 4.13.
6 Specify one or more Nutanix Prism categories to apply to compute machines. This stanza requires key and value parameters for a category key-value pair that exists in Prism Central. For more information about categories, see Category management.
7 Specify a Nutanix Prism Element cluster configuration. In this example, the cluster type is uuid, so there is a uuid stanza.
8 Specify the image to use. Use an image from an existing default compute machine set for the cluster.
9 Specify the amount of memory for the cluster in Gi.
10 Specify the Nutanix project that you use for your cluster. In this example, the project type is name, so there is a name stanza.
11 Specify the size of the system disk in Gi.
12 Specify the name of the secret in the user data YAML file that is in the openshift-machine-api namespace. Use the value that installation program populates in the default compute machine set.
13 Specify the number of vCPU sockets.
14 Specify the number of vCPUs per socket.
15 Specify a taint to prevent user workloads from being scheduled on infra nodes.

After adding the NoSchedule taint on the infrastructure node, existing DNS pods running on that node are marked as misscheduled. You must either delete or add toleration on misscheduled DNS pods.

Sample YAML for a compute machine set custom resource on RHOSP

This sample YAML defines a compute machine set that runs on Red Hat OpenStack Platform (RHOSP) and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
    machine.openshift.io/cluster-api-machine-role: <infra> (2)
    machine.openshift.io/cluster-api-machine-type: <infra> (2)
  name: <infrastructure_id>-infra (3)
  namespace: openshift-machine-api
spec:
  replicas: <number_of_replicas>
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra (3)
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (2)
        machine.openshift.io/cluster-api-machine-type: <infra> (2)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra (3)
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/infra: ""
      taints: (4)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
      providerSpec:
        value:
          apiVersion: openstackproviderconfig.openshift.io/v1alpha1
          cloudName: openstack
          cloudsSecret:
            name: openstack-cloud-credentials
            namespace: openshift-machine-api
          flavor: <nova_flavor>
          image: <glance_image_name_or_location>
          serverGroupID: <optional_UUID_of_server_group> (5)
          kind: OpenstackProviderSpec
          networks: (6)
          - filter: {}
            subnets:
            - filter:
                name: <subnet_name>
                tags: openshiftClusterID=<infrastructure_id> (1)
          primarySubnet: <rhosp_subnet_UUID> (7)
          securityGroups:
          - filter: {}
            name: <infrastructure_id>-worker (1)
          serverMetadata:
            Name: <infrastructure_id>-worker (1)
            openshiftClusterID: <infrastructure_id> (1)
          tags:
          - openshiftClusterID=<infrastructure_id> (1)
          trunk: true
          userDataSecret:
            name: worker-user-data (2)
          availabilityZone: <optional_openstack_availability_zone>
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI installed, you can obtain the infrastructure ID by running the following command: 
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 Specify the <infra> node label.
3 Specify the infrastructure ID and <infra> node label.
4 Specify a taint to prevent user workloads from being scheduled on infra nodes.

After adding the NoSchedule taint on the infrastructure node, existing DNS pods running on that node are marked as misscheduled. You must either delete or add toleration on misscheduled DNS pods.
5 To set a server group policy for the MachineSet, enter the value that is returned from creating a server group. For most deployments, anti-affinity or soft-anti-affinity policies are recommended.
6 Required for deployments to multiple networks. If deploying to multiple networks, this list must include the network that is used as the primarySubnet value.
7 Specify the RHOSP subnet that you want the endpoints of nodes to be published on. Usually, this is the same subnet that is used as the value of machinesSubnet in the install-config.yaml file.

Sample YAML for a compute machine set custom resource on RHV

This sample YAML defines a compute machine set that runs on RHV and creates nodes that are labeled with node-role.kubernetes.io/<node_role>: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <role> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
    machine.openshift.io/cluster-api-machine-role: <role> (2)
    machine.openshift.io/cluster-api-machine-type: <role> (2)
  name: <infrastructure_id>-<role> (3)
  namespace: openshift-machine-api
spec:
  replicas: <number_of_replicas> (4)
  Selector: (5)
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> (3)
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <role> (2)
        machine.openshift.io/cluster-api-machine-type: <role> (2)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role> (3)
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/<role>: "" (2)
      providerSpec:
        value:
          apiVersion: ovirtproviderconfig.machine.openshift.io/v1beta1
          cluster_id: <ovirt_cluster_id> (6)
          template_name: <ovirt_template_name> (7)
          sparse: <boolean_value> (8)
          format: <raw_or_cow> (9)
          cpu: (10)
            sockets: <number_of_sockets> (11)
            cores: <number_of_cores> (12)
            threads: <number_of_threads> (13)
          memory_mb: <memory_size> (14)
          guaranteed_memory_mb:  <memory_size> (15)
          os_disk: (16)
            size_gb: <disk_size> (17)
            storage_domain_id: <storage_domain_UUID> (18)
          network_interfaces: (19)
            vnic_profile_id:  <vnic_profile_id> (20)
          credentialsSecret:
            name: ovirt-credentials (21)
          kind: OvirtMachineProviderSpec
          type: <workload_type> (22)
          auto_pinning_policy: <auto_pinning_policy> (23)
          hugepages: <hugepages> (24)
          affinityGroupsNames:
            - compute (25)
          userDataSecret:
            name: worker-user-data
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI (oc) installed, you can obtain the infrastructure ID by running the following command: 
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 Specify the node label to add.
3 Specify the infrastructure ID and node label. These two strings together cannot be longer than 35 characters.
4 Specify the number of machines to create.
5 Selector for the machines.
6 Specify the UUID for the RHV cluster to which this VM instance belongs.
7 Specify the RHV VM template to use to create the machine.
8 Setting this option to false enables preallocation of disks. The default is true. Setting sparse to true with format set to raw is not available for block storage domains. The raw format writes the entire virtual disk to the underlying physical disk.
9 Can be set to cow or raw. The default is cow. The cow format is optimized for virtual machines.

Preallocating disks on file storage domains writes zeroes to the file. This might not actually preallocate disks depending on the underlying storage.
10 Optional: The CPU field contains the CPU configuration, including sockets, cores, and threads.
11 Optional: Specify the number of sockets for a VM.
12 Optional: Specify the number of cores per socket.
13 Optional: Specify the number of threads per core.
14 Optional: Specify the size of a VM’s memory in MiB.
15 Optional: Specify the size of a virtual machine’s guaranteed memory in MiB. This is the amount of memory that is guaranteed not to be drained by the ballooning mechanism. For more information, see Memory Ballooning and Optimization Settings Explained.

If you are using a version earlier than RHV 4.4.8, see Guaranteed memory requirements for OpenShift on Red Hat Virtualization clusters.
16 Optional: Root disk of the node.
17 Optional: Specify the size of the bootable disk in GiB.
18 Optional: Specify the UUID of the storage domain for the compute node’s disks. If none is provided, the compute node is created on the same storage domain as the control nodes. (default)
19 Optional: List of the network interfaces of the VM. If you include this parameter, OpenShift Container Platform discards all network interfaces from the template and creates new ones.
20 Optional: Specify the vNIC profile ID.
21 Specify the name of the secret object that holds the RHV credentials.
22 Optional: Specify the workload type for which the instance is optimized. This value affects the RHV VM parameter. Supported values: desktop, server (default), high_performance. high_performance improves performance on the VM. Limitations exist, for example, you cannot access the VM with a graphical console. For more information, see Configuring High Performance Virtual Machines, Templates, and Pools in the Virtual Machine Management Guide.
23 Optional: AutoPinningPolicy defines the policy that automatically sets CPU and NUMA settings, including pinning to the host for this instance. Supported values: none, resize_and_pin. For more information, see Setting NUMA Nodes in the Virtual Machine Management Guide.
24 Optional: Hugepages is the size in KiB for defining hugepages in a VM. Supported values: 2048 or 1048576. For more information, see Configuring Huge Pages in the Virtual Machine Management Guide.
25 Optional: A list of affinity group names to be applied to the VMs. The affinity groups must exist in oVirt.

Because RHV uses a template when creating a VM, if you do not specify a value for an optional parameter, RHV uses the value for that parameter that is specified in the template.

Sample YAML for a compute machine set custom resource on vSphere

This sample YAML defines a compute machine set that runs on VMware vSphere and creates nodes that are labeled with node-role.kubernetes.io/infra: "".

In this sample, <infrastructure_id> is the infrastructure ID label that is based on the cluster ID that you set when you provisioned the cluster, and <infra> is the node label to add.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  creationTimestamp: null
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
  name: <infrastructure_id>-infra (2)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra (2)
  template:
    metadata:
      creationTimestamp: null
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: <infra> (3)
        machine.openshift.io/cluster-api-machine-type: <infra> (3)
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-infra (2)
    spec:
      metadata:
        creationTimestamp: null
        labels:
          node-role.kubernetes.io/infra: "" (3)
      taints: (4)
      - key: node-role.kubernetes.io/infra
        effect: NoSchedule
      providerSpec:
        value:
          apiVersion: vsphereprovider.openshift.io/v1beta1
          credentialsSecret:
            name: vsphere-cloud-credentials
          diskGiB: 120
          kind: VSphereMachineProviderSpec
          memoryMiB: 8192
          metadata:
            creationTimestamp: null
          network:
            devices:
            - networkName: "<vm_network_name>" (5)
          numCPUs: 4
          numCoresPerSocket: 1
          snapshot: ""
          template: <vm_template_name> (6)
          userDataSecret:
            name: worker-user-data
          workspace:
            datacenter: <vcenter_datacenter_name> (7)
            datastore: <vcenter_datastore_name> (8)
            folder: <vcenter_vm_folder_path> (9)
            resourcepool: <vsphere_resource_pool> (10)
            server: <vcenter_server_ip> (11)
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. If you have the OpenShift CLI (oc) installed, you can obtain the infrastructure ID by running the following command: 
$ oc get -o jsonpath='{.status.infrastructureName}{"\n"}' infrastructure cluster
2 Specify the infrastructure ID and <infra> node label.
3 Specify the <infra> node label.
4 Specify a taint to prevent user workloads from being scheduled on infra nodes.

After adding the NoSchedule taint on the infrastructure node, existing DNS pods running on that node are marked as misscheduled. You must either delete or add toleration on misscheduled DNS pods.
5 Specify the vSphere VM network to deploy the compute machine set to. This VM network must be where other compute machines reside in the cluster.
6 Specify the vSphere VM template to use, such as user-5ddjd-rhcos.
7 Specify the vCenter Datacenter to deploy the compute machine set on.
8 Specify the vCenter Datastore to deploy the compute machine set on.
9 Specify the path to the vSphere VM folder in vCenter, such as /dc1/vm/user-inst-5ddjd.
10 Specify the vSphere resource pool for your VMs.
11 Specify the vCenter server IP or fully qualified domain name.

Creating a compute machine set

In addition to the compute machine sets created by the installation program, you can create your own to dynamically manage the machine compute resources for specific workloads of your choice.

Prerequisites

  • Deploy an OpenShift Container Platform cluster.

  • Install the OpenShift CLI (oc).

  • Log in to oc as a user with cluster-admin permission.

Procedure

  1. Create a new YAML file that contains the compute machine set custom resource (CR) sample and is named <file_name>.yaml.

    Ensure that you set the <clusterID> and <role> parameter values.

  2. Optional: If you are not sure which value to set for a specific field, you can check an existing compute machine set from your cluster.

    1. To list the compute machine sets in your cluster, run the following command:

      $ oc get machinesets -n openshift-machine-api
      Example output
      NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

    2. To view values of a specific compute machine set custom resource (CR), run the following command:

      $ oc get machineset <machineset_name> \
  -n openshift-machine-api -o yaml
      Example output
      apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
  name: <infrastructure_id>-<role> (2)
  namespace: openshift-machine-api
spec:
  replicas: 1
  selector:
    matchLabels:
      machine.openshift.io/cluster-api-cluster: <infrastructure_id>
      machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id>
        machine.openshift.io/cluster-api-machine-role: <role>
        machine.openshift.io/cluster-api-machine-type: <role>
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-<role>
    spec:
      providerSpec: (3)
        ...
      1 The cluster infrastructure ID.
      2 A default node label.

      For clusters that have user-provisioned infrastructure, a compute machine set can only create worker and infra type machines.
      3 The values in the <providerSpec> section of the compute machine set CR are platform-specific. For more information about <providerSpec> parameters in the CR, see the sample compute machine set CR configuration for your provider.

  3. Create a MachineSet CR by running the following command:

    $ oc create -f <file_name>.yaml
Verification

  • View the list of compute machine sets by running the following command:

    $ oc get machineset -n openshift-machine-api
    Example output
    NAME                                DESIRED   CURRENT   READY   AVAILABLE   AGE
agl030519-vplxk-infra-us-east-1a    1         1         1       1           11m
agl030519-vplxk-worker-us-east-1a   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1b   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1c   1         1         1       1           55m
agl030519-vplxk-worker-us-east-1d   0         0                             55m
agl030519-vplxk-worker-us-east-1e   0         0                             55m
agl030519-vplxk-worker-us-east-1f   0         0                             55m

    When the new compute machine set is available, the DESIRED and CURRENT values match. If the compute machine set is not available, wait a few minutes and run the command again.

Creating an infrastructure node

See Creating infrastructure machine sets for installer-provisioned infrastructure environments or for any cluster where the control plane nodes are managed by the machine API.

Requirements of the cluster dictate that infrastructure, also called infra nodes, be provisioned. The installer only provides provisions for control plane and worker nodes. Worker nodes can be designated as infrastructure nodes or application, also called app, nodes through labeling.

Procedure

  1. Add a label to the worker node that you want to act as application node:

    $ oc label node <node-name> node-role.kubernetes.io/app=""

  2. Add a label to the worker nodes that you want to act as infrastructure nodes:

    $ oc label node <node-name> node-role.kubernetes.io/infra=""

  3. Check to see if applicable nodes now have the infra role and app roles:

    $ oc get nodes

  4. Create a default cluster-wide node selector. The default node selector is applied to pods created in all namespaces. This creates an intersection with any existing node selectors on a pod, which additionally constrains the pod’s selector.

    If the default node selector key conflicts with the key of a pod’s label, then the default node selector is not applied.

    However, do not set a default node selector that might cause a pod to become unschedulable. For example, setting the default node selector to a specific node role, such as node-role.kubernetes.io/infra="", when a pod’s label is set to a different node role, such as node-role.kubernetes.io/master="", can cause the pod to become unschedulable. For this reason, use caution when setting the default node selector to specific node roles.

    You can alternatively use a project node selector to avoid cluster-wide node selector key conflicts.

    1. Edit the Scheduler object:

      $ oc edit scheduler cluster

    2. Add the defaultNodeSelector field with the appropriate node selector:

      apiVersion: config.openshift.io/v1
kind: Scheduler
metadata:
  name: cluster
spec:
  defaultNodeSelector: node-role.kubernetes.io/infra="" (1)
# ...
      1 This example node selector deploys pods on infrastructure nodes by default.

    3. Save the file to apply the changes.

You can now move infrastructure resources to the newly labeled infra nodes.

Additional resources

Creating a machine config pool for infrastructure machines

If you need infrastructure machines to have dedicated configurations, you must create an infra pool.

Procedure

  1. Add a label to the node you want to assign as the infra node with a specific label:

    $ oc label node <node_name> <label>
    $ oc label node ci-ln-n8mqwr2-f76d1-xscn2-worker-c-6fmtx node-role.kubernetes.io/infra=

  2. Create a machine config pool that contains both the worker role and your custom role as machine config selector:

    $ cat infra.mcp.yaml
    Example output
    apiVersion: machineconfiguration.openshift.io/v1
kind: MachineConfigPool
metadata:
  name: infra
spec:
  machineConfigSelector:
    matchExpressions:
      - {key: machineconfiguration.openshift.io/role, operator: In, values: [worker,infra]} (1)
  nodeSelector:
    matchLabels:
      node-role.kubernetes.io/infra: "" (2)
    1 Add the worker role and your custom role.
    2 Add the label you added to the node as a nodeSelector.

    Custom machine config pools inherit machine configs from the worker pool. Custom pools use any machine config targeted for the worker pool, but add the ability to also deploy changes that are targeted at only the custom pool. Because a custom pool inherits resources from the worker pool, any change to the worker pool also affects the custom pool.

  3. After you have the YAML file, you can create the machine config pool:

    $ oc create -f infra.mcp.yaml

  4. Check the machine configs to ensure that the infrastructure configuration rendered successfully:

    $ oc get machineconfig
    Example output
    NAME                                                        GENERATEDBYCONTROLLER                      IGNITIONVERSION   CREATED
00-master                                                   365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             31d
00-worker                                                   365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             31d
01-master-container-runtime                                 365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             31d
01-master-kubelet                                           365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             31d
01-worker-container-runtime                                 365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             31d
01-worker-kubelet                                           365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             31d
99-master-1ae2a1e0-a115-11e9-8f14-005056899d54-registries   365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             31d
99-master-ssh                                                                                          3.2.0             31d
99-worker-1ae64748-a115-11e9-8f14-005056899d54-registries   365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             31d
99-worker-ssh                                                                                          3.2.0             31d
rendered-infra-4e48906dca84ee702959c71a53ee80e7             365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             23m
rendered-master-072d4b2da7f88162636902b074e9e28e            5b6fb8349a29735e48446d435962dec4547d3090   3.2.0             31d
rendered-master-3e88ec72aed3886dec061df60d16d1af            02c07496ba0417b3e12b78fb32baf6293d314f79   3.2.0             31d
rendered-master-419bee7de96134963a15fdf9dd473b25            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             17d
rendered-master-53f5c91c7661708adce18739cc0f40fb            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             13d
rendered-master-a6a357ec18e5bce7f5ac426fc7c5ffcd            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             7d3h
rendered-master-dc7f874ec77fc4b969674204332da037            5b6fb8349a29735e48446d435962dec4547d3090   3.2.0             31d
rendered-worker-1a75960c52ad18ff5dfa6674eb7e533d            5b6fb8349a29735e48446d435962dec4547d3090   3.2.0             31d
rendered-worker-2640531be11ba43c61d72e82dc634ce6            5b6fb8349a29735e48446d435962dec4547d3090   3.2.0             31d
rendered-worker-4e48906dca84ee702959c71a53ee80e7            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             7d3h
rendered-worker-4f110718fe88e5f349987854a1147755            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             17d
rendered-worker-afc758e194d6188677eb837842d3b379            02c07496ba0417b3e12b78fb32baf6293d314f79   3.2.0             31d
rendered-worker-daa08cc1e8f5fcdeba24de60cd955cc3            365c1cfd14de5b0e3b85e0fc815b0060f36ab955   3.2.0             13d

    You should see a new machine config, with the rendered-infra-* prefix.

  5. Optional: To deploy changes to a custom pool, create a machine config that uses the custom pool name as the label, such as infra. Note that this is not required and only shown for instructional purposes. In this manner, you can apply any custom configurations specific to only your infra nodes.

    After you create the new machine config pool, the MCO generates a new rendered config for that pool, and associated nodes of that pool reboot to apply the new configuration.

    1. Create a machine config:

      $ cat infra.mc.yaml
      Example output
      apiVersion: machineconfiguration.openshift.io/v1
kind: MachineConfig
metadata:
  name: 51-infra
  labels:
    machineconfiguration.openshift.io/role: infra (1)
spec:
  config:
    ignition:
      version: 3.2.0
    storage:
      files:
      - path: /etc/infratest
        mode: 0644
        contents:
          source: data:,infra
      1 Add the label you added to the node as a nodeSelector.

    2. Apply the machine config to the infra-labeled nodes:

      $ oc create -f infra.mc.yaml

  6. Confirm that your new machine config pool is available:

    $ oc get mcp
    Example output
    NAME     CONFIG                                             UPDATED   UPDATING   DEGRADED   MACHINECOUNT   READYMACHINECOUNT   UPDATEDMACHINECOUNT   DEGRADEDMACHINECOUNT   AGE
infra    rendered-infra-60e35c2e99f42d976e084fa94da4d0fc    True      False      False      1              1                   1                     0                      4m20s
master   rendered-master-9360fdb895d4c131c7c4bebbae099c90   True      False      False      3              3                   3                     0                      91m
worker   rendered-worker-60e35c2e99f42d976e084fa94da4d0fc   True      False      False      2              2                   2                     0                      91m

    In this example, a worker node was changed to an infra node.

Additional resources

Assigning machine set resources to infrastructure nodes

After creating an infrastructure machine set, the worker and infra roles are applied to new infra nodes. Nodes with the infra role applied are not counted toward the total number of subscriptions that are required to run the environment, even when the worker role is also applied.

However, with an infra node being assigned as a worker, there is a chance user workloads could get inadvertently assigned to an infra node. To avoid this, you can apply a taint to the infra node and tolerations for the pods you want to control.

Binding infrastructure node workloads using taints and tolerations

If you have an infra node that has the infra and worker roles assigned, you must configure the node so that user workloads are not assigned to it.

It is recommended that you preserve the dual infra,worker label that is created for infra nodes and use taints and tolerations to manage nodes that user workloads are scheduled on. If you remove the worker label from the node, you must create a custom pool to manage it. A node with a label other than master or worker is not recognized by the MCO without a custom pool. Maintaining the worker label allows the node to be managed by the default worker machine config pool, if no custom pools that select the custom label exists. The infra label communicates to the cluster that it does not count toward the total number of subscriptions.
Prerequisites

  • Configure additional MachineSet objects in your OpenShift Container Platform cluster.

Procedure

  1. Add a taint to the infra node to prevent scheduling user workloads on it:

    1. Determine if the node has the taint:

      $ oc describe nodes <node_name>
      Sample output
      oc describe node ci-ln-iyhx092-f76d1-nvdfm-worker-b-wln2l
Name:               ci-ln-iyhx092-f76d1-nvdfm-worker-b-wln2l
Roles:              worker
 ...
Taints:             node-role.kubernetes.io/infra:NoSchedule
 ...

      This example shows that the node has a taint. You can proceed with adding a toleration to your pod in the next step.

    2. If you have not configured a taint to prevent scheduling user workloads on it:

      $ oc adm taint nodes <node_name> <key>=<value>:<effect>

      For example:

      $ oc adm taint nodes node1 node-role.kubernetes.io/infra=reserved:NoSchedule

      You can alternatively apply the following YAML to add the taint:

      kind: Node
apiVersion: v1
metadata:
  name: <node_name>
  labels:
    ...
spec:
  taints:
    - key: node-role.kubernetes.io/infra
      effect: NoSchedule
      value: reserved
  ...

      This example places a taint on node1 that has key node-role.kubernetes.io/infra and taint effect NoSchedule. Nodes with the NoSchedule effect schedule only pods that tolerate the taint, but allow existing pods to remain scheduled on the node.

      If a descheduler is used, pods violating node taints could be evicted from the cluster.

    3. Add the taint with NoExecute Effect along with the above taint with NoSchedule Effect:

      $ oc adm taint nodes <node_name> <key>=<value>:<effect>

      For example:

      $ oc adm taint nodes node1 node-role.kubernetes.io/infra=reserved:NoExecute

      You can alternatively apply the following YAML to add the taint:

      kind: Node
apiVersion: v1
metadata:
  name: <node_name>
  labels:
    ...
spec:
  taints:
    - key: node-role.kubernetes.io/infra
      effect: NoExecute
      value: reserved
  ...

      This example places a taint on node1 that has the key node-role.kubernetes.io/infra and taint effect NoExecute. Nodes with the NoExecute effect schedule only pods that tolerate the taint. The effect will remove any existing pods from the node that do not have a matching toleration.

  2. Add tolerations for the pod configurations you want to schedule on the infra node, like router, registry, and monitoring workloads. Add the following code to the Pod object specification:

    tolerations:
  - effect: NoSchedule (1)
    key: node-role.kubernetes.io/infra (2)
    value: reserved (3)
  - effect: NoExecute (4)
    key: node-role.kubernetes.io/infra (5)
    operator: Exists (6)
    value: reserved (7)
    1 Specify the effect that you added to the node.
    2 Specify the key that you added to the node.
    3 Specify the value of the key-value pair taint that you added to the node.
    4 Specify the effect that you added to the node.
    5 Specify the key that you added to the node.
    6 Specify the Exists Operator to require a taint with the key node-role.kubernetes.io/infra to be present on the node.
    7 Specify the value of the key-value pair taint that you added to the node.

    This toleration matches the taint created by the oc adm taint command. A pod with this toleration can be scheduled onto the infra node.

    Moving pods for an Operator installed via OLM to an infra node is not always possible. The capability to move Operator pods depends on the configuration of each Operator.

  3. Schedule the pod to the infra node using a scheduler. See the documentation for Controlling pod placement onto nodes for details.

Additional resources

Moving resources to infrastructure machine sets

Some of the infrastructure resources are deployed in your cluster by default. You can move them to the infrastructure machine sets that you created by adding the infrastructure node selector, as shown:

spec:
  nodePlacement: (1)
    nodeSelector:
      matchLabels:
        node-role.kubernetes.io/infra: ""
    tolerations:
    - effect: NoSchedule
      key: node-role.kubernetes.io/infra
      value: reserved
    - effect: NoExecute
      key: node-role.kubernetes.io/infra
      value: reserved
1 Add a nodeSelector parameter with the appropriate value to the component you want to move. You can use a nodeSelector in the format shown or use <key>: <value> pairs, based on the value specified for the node. If you added a taint to the infrasructure node, also add a matching toleration.

Applying a specific node selector to all infrastructure components causes OpenShift Container Platform to schedule those workloads on nodes with that label.

Moving the router

You can deploy the router pod to a different compute machine set. By default, the pod is deployed to a worker node.

Prerequisites

  • Configure additional compute machine sets in your OpenShift Container Platform cluster.

Procedure

  1. View the IngressController custom resource for the router Operator:

    $ oc get ingresscontroller default -n openshift-ingress-operator -o yaml

    The command output resembles the following text:

    apiVersion: operator.openshift.io/v1
kind: IngressController
metadata:
  creationTimestamp: 2019-04-18T12:35:39Z
  finalizers:
  - ingresscontroller.operator.openshift.io/finalizer-ingresscontroller
  generation: 1
  name: default
  namespace: openshift-ingress-operator
  resourceVersion: "11341"
  selfLink: /apis/operator.openshift.io/v1/namespaces/openshift-ingress-operator/ingresscontrollers/default
  uid: 79509e05-61d6-11e9-bc55-02ce4781844a
spec: {}
status:
  availableReplicas: 2
  conditions:
  - lastTransitionTime: 2019-04-18T12:36:15Z
    status: "True"
    type: Available
  domain: apps.<cluster>.example.com
  endpointPublishingStrategy:
    type: LoadBalancerService
  selector: ingresscontroller.operator.openshift.io/deployment-ingresscontroller=default

  2. Edit the ingresscontroller resource and change the nodeSelector to use the infra label:

    $ oc edit ingresscontroller default -n openshift-ingress-operator
      spec:
    nodePlacement:
      nodeSelector: (1)
        matchLabels:
          node-role.kubernetes.io/infra: ""
      tolerations:
      - effect: NoSchedule
        key: node-role.kubernetes.io/infra
        value: reserved
      - effect: NoExecute
        key: node-role.kubernetes.io/infra
        value: reserved
    1 Add a nodeSelector parameter with the appropriate value to the component you want to move. You can use a nodeSelector in the format shown or use <key>: <value> pairs, based on the value specified for the node. If you added a taint to the infrastructure node, also add a matching toleration.

  3. Confirm that the router pod is running on the infra node.

    1. View the list of router pods and note the node name of the running pod:

      $ oc get pod -n openshift-ingress -o wide
      Example output
      NAME                              READY     STATUS        RESTARTS   AGE       IP           NODE                           NOMINATED NODE   READINESS GATES
router-default-86798b4b5d-bdlvd   1/1      Running       0          28s       10.130.2.4   ip-10-0-217-226.ec2.internal   <none>           <none>
router-default-955d875f4-255g8    0/1      Terminating   0          19h       10.129.2.4   ip-10-0-148-172.ec2.internal   <none>           <none>

      In this example, the running pod is on the ip-10-0-217-226.ec2.internal node.

    2. View the node status of the running pod:

      $ oc get node <node_name> (1)
      1 Specify the <node_name> that you obtained from the pod list.
      Example output
      NAME                          STATUS  ROLES         AGE   VERSION
ip-10-0-217-226.ec2.internal  Ready   infra,worker  17h   v1.26.0

      Because the role list includes infra, the pod is running on the correct node.

Moving the default registry

You configure the registry Operator to deploy its pods to different nodes.

Prerequisites

  • Configure additional compute machine sets in your OpenShift Container Platform cluster.

Procedure

  1. View the config/instance object:

    $ oc get configs.imageregistry.operator.openshift.io/cluster -o yaml
    Example output
    apiVersion: imageregistry.operator.openshift.io/v1
kind: Config
metadata:
  creationTimestamp: 2019-02-05T13:52:05Z
  finalizers:
  - imageregistry.operator.openshift.io/finalizer
  generation: 1
  name: cluster
  resourceVersion: "56174"
  selfLink: /apis/imageregistry.operator.openshift.io/v1/configs/cluster
  uid: 36fd3724-294d-11e9-a524-12ffeee2931b
spec:
  httpSecret: d9a012ccd117b1e6616ceccb2c3bb66a5fed1b5e481623
  logging: 2
  managementState: Managed
  proxy: {}
  replicas: 1
  requests:
    read: {}
    write: {}
  storage:
    s3:
      bucket: image-registry-us-east-1-c92e88cad85b48ec8b312344dff03c82-392c
      region: us-east-1
status:
...

  2. Edit the config/instance object:

    $ oc edit configs.imageregistry.operator.openshift.io/cluster
    spec:
  affinity:
    podAntiAffinity:
      preferredDuringSchedulingIgnoredDuringExecution:
      - podAffinityTerm:
          namespaces:
          - openshift-image-registry
          topologyKey: kubernetes.io/hostname
        weight: 100
  logLevel: Normal
  managementState: Managed
  nodeSelector: (1)
    node-role.kubernetes.io/infra: ""
  tolerations:
  - effect: NoSchedule
    key: node-role.kubernetes.io/infra
    value: reserved
  - effect: NoExecute
    key: node-role.kubernetes.io/infra
    value: reserved
    1 Add a nodeSelector parameter with the appropriate value to the component you want to move. You can use a nodeSelector in the format shown or use <key>: <value> pairs, based on the value specified for the node. If you added a taint to the infrasructure node, also add a matching toleration.

  3. Verify the registry pod has been moved to the infrastructure node.

    1. Run the following command to identify the node where the registry pod is located:

      $ oc get pods -o wide -n openshift-image-registry

    2. Confirm the node has the label you specified:

      $ oc describe node <node_name>

      Review the command output and confirm that node-role.kubernetes.io/infra is in the LABELS list.

Moving the monitoring solution

The monitoring stack includes multiple components, including Prometheus, Thanos Querier, and Alertmanager. The Cluster Monitoring Operator manages this stack. To redeploy the monitoring stack to infrastructure nodes, you can create and apply a custom config map.

Procedure

  1. Edit the cluster-monitoring-config config map and change the nodeSelector to use the infra label:

    $ oc edit configmap cluster-monitoring-config -n openshift-monitoring
    apiVersion: v1
kind: ConfigMap
metadata:
  name: cluster-monitoring-config
  namespace: openshift-monitoring
data:
  config.yaml: |+
    alertmanagerMain:
      nodeSelector: (1)
        node-role.kubernetes.io/infra: ""
      tolerations:
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoSchedule
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoExecute
    prometheusK8s:
      nodeSelector:
        node-role.kubernetes.io/infra: ""
      tolerations:
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoSchedule
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoExecute
    prometheusOperator:
      nodeSelector:
        node-role.kubernetes.io/infra: ""
      tolerations:
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoSchedule
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoExecute
    k8sPrometheusAdapter:
      nodeSelector:
        node-role.kubernetes.io/infra: ""
      tolerations:
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoSchedule
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoExecute
    kubeStateMetrics:
      nodeSelector:
        node-role.kubernetes.io/infra: ""
      tolerations:
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoSchedule
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoExecute
    telemeterClient:
      nodeSelector:
        node-role.kubernetes.io/infra: ""
      tolerations:
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoSchedule
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoExecute
    openshiftStateMetrics:
      nodeSelector:
        node-role.kubernetes.io/infra: ""
      tolerations:
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoSchedule
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoExecute
    thanosQuerier:
      nodeSelector:
        node-role.kubernetes.io/infra: ""
      tolerations:
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoSchedule
      - key: node-role.kubernetes.io/infra
        value: reserved
        effect: NoExecute
    1 Add a nodeSelector parameter with the appropriate value to the component you want to move. You can use a nodeSelector in the format shown or use <key>: <value> pairs, based on the value specified for the node. If you added a taint to the infrasructure node, also add a matching toleration.

  2. Watch the monitoring pods move to the new machines:

    $ watch 'oc get pod -n openshift-monitoring -o wide'

  3. If a component has not moved to the infra node, delete the pod with this component:

    $ oc delete pod -n openshift-monitoring <pod>

    The component from the deleted pod is re-created on the infra node.

Additional resources