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Creating a Windows machine set on AWS

You can create a Windows MachineSet object to serve a specific purpose in your OpenShift Container Platform cluster on Amazon Web Services (AWS). For example, you might create infrastructure Windows machine sets and related machines so that you can move supporting Windows workloads to the new Windows machines.

Prerequisites

  • You installed the Windows Machine Config Operator (WMCO) using Operator Lifecycle Manager (OLM).

  • You are using a supported Windows Server as the operating system image.

    Use one of the following aws commands, as appropriate for your Windows Server release, to query valid AMI images:

    Example Windows Server 2022 command
    $ aws ec2 describe-images --region <aws_region_name> --filters "Name=name,Values=Windows_Server-2022*English*Core*Base*" "Name=is-public,Values=true" --query "reverse(sort_by(Images, &CreationDate))[*].{name: Name, id: ImageId}" --output table
    Example Windows Server 2019 command
    $ aws ec2 describe-images --region <aws_region_name> --filters "Name=name,Values=Windows_Server-2019*English*Core*Base*" "Name=is-public,Values=true" --query "reverse(sort_by(Images, &CreationDate))[*].{name: Name, id: ImageId}" --output table

    where:

    <aws_region_name>

    Specifies the name of your AWS region.

  • For disconnected clusters, the Windows AMI must have the EC2LaunchV2 agent version 2.0.1643 or later installed. For more information, see the Install the latest version of EC2Launch v2 in the AWS documentation.

Machine API overview

The Machine API is a combination of primary resources that are based on the upstream Cluster API project and custom OpenShift Container Platform resources.

For OpenShift Container Platform 4.16 clusters, the Machine API performs all node host provisioning management actions after the cluster installation finishes. Because of this system, OpenShift Container Platform 4.16 offers an elastic, dynamic provisioning method on top of public or private cloud infrastructure.

The two primary resources are:

Machines

A fundamental unit that describes the host for a node. A machine has a providerSpec specification, which describes the types of compute nodes that are offered for different cloud platforms. For example, a machine type for a compute node might define a specific machine type and required metadata.

Machine sets

MachineSet resources are groups of compute machines. Compute machine sets are to compute machines as replica sets are to pods. If you need more compute machines or must scale them down, you change the replicas field on the MachineSet resource to meet your compute need.

Control plane machines cannot be managed by compute machine sets.

Control plane machine sets provide management capabilities for supported control plane machines that are similar to what compute machine sets provide for compute machines.

For more information, see “Managing control plane machines".

The following custom resources add more capabilities to your cluster:

Machine autoscaler

The MachineAutoscaler resource automatically scales compute machines in a cloud. You can set the minimum and maximum scaling boundaries for nodes in a specified compute machine set, and the machine autoscaler maintains that range of nodes.

The MachineAutoscaler object takes effect after a ClusterAutoscaler object exists. Both ClusterAutoscaler and MachineAutoscaler resources are made available by the ClusterAutoscalerOperator object.

Cluster autoscaler

This resource is based on the upstream cluster autoscaler project. In the OpenShift Container Platform implementation, it is integrated with the Machine API by extending the compute machine set API. You can use the cluster autoscaler to manage your cluster in the following ways:

  • Set cluster-wide scaling limits for resources such as cores, nodes, memory, and GPU

  • Set the priority so that the cluster prioritizes pods and new nodes are not brought online for less important pods

  • Set the scaling policy so that you can scale up nodes but not scale them down

Machine health check

The MachineHealthCheck resource detects when a machine is unhealthy, deletes it, and, on supported platforms, makes a new machine.

In OpenShift Container Platform version 3.11, you could not roll out a multi-zone architecture easily because the cluster did not manage machine provisioning. Beginning with OpenShift Container Platform version 4.1, this process is easier. Each compute machine set is scoped to a single zone, so the installation program sends out compute machine sets across availability zones on your behalf. And then because your compute is dynamic, and in the face of a zone failure, you always have a zone for when you must rebalance your machines. In global Azure regions that do not have multiple availability zones, you can use availability sets to ensure high availability. The autoscaler provides best-effort balancing over the life of a cluster.

Sample YAML for a Windows MachineSet object on AWS

This sample YAML defines a Windows MachineSet object running on Amazon Web Services (AWS) that the Windows Machine Config Operator (WMCO) can react upon.

apiVersion: machine.openshift.io/v1beta1
kind: MachineSet
metadata:
  labels:
    machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
  name: <infrastructure_id>-windows-worker-<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>-windows-worker-<zone> (2)
  template:
    metadata:
      labels:
        machine.openshift.io/cluster-api-cluster: <infrastructure_id> (1)
        machine.openshift.io/cluster-api-machine-role: worker
        machine.openshift.io/cluster-api-machine-type: worker
        machine.openshift.io/cluster-api-machineset: <infrastructure_id>-windows-worker-<zone> (2)
        machine.openshift.io/os-id: Windows (3)
    spec:
      metadata:
        labels:
          node-role.kubernetes.io/worker: "" (4)
      providerSpec:
        value:
          ami:
            id: <windows_container_ami> (5)
          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: m5a.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> (1)
          tags:
            - name: kubernetes.io/cluster/<infrastructure_id> (1)
              value: owned
          userDataSecret:
            name: windows-user-data (8)
            namespace: openshift-machine-api
1 Specify the infrastructure ID that is based on the cluster ID that you set when you provisioned the cluster. 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, worker label, and zone.
3 Configure the compute machine set as a Windows machine.
4 Configure the Windows node as a compute machine.
5 Specify the AMI ID of a supported Windows image with a container runtime installed.

For disconnected clusters, the Windows AMI must have the EC2LaunchV2 agent version 2.0.1643 or later installed. For more information, see the Install the latest version of EC2Launch v2 in the AWS documentation.
6 Specify the AWS zone, like us-east-1a.
7 Specify the AWS region, like us-east-1.
8 Created by the WMCO when it is configuring the first Windows machine. After that, the windows-user-data is available for all subsequent compute machine sets to consume.

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.

  • In disconnected environments, the image specified in the MachineSet custom resource (CR) must have the OpenSSH server v0.0.1.0 installed.

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-windows-worker-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.

Additional resources