fnietoga / openshift-container-platform

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OpenShift Container Platform Deployment Template

Bookmark aka.ms/OpenShift for future reference.

For OpenShift Origin refer to https://github.com/Microsoft/openshift-origin

OpenShift Container Platform 3.6 with Username / Password authentication for OpenShift

This template deploys OpenShift Container Platform with basic username / password for authentication to OpenShift. It includes the following resources:

Resource Properties
Virtual Network Address prefix: 10.0.0.0/8
Master subnet: 10.1.0.0/16
Node subnet: 10.2.0.0/16
Master Load Balancer 2 probes and 2 rules for TCP 8443 and TCP 9090
NAT rules for SSH on Ports 2200-220X
Infra Load Balancer 3 probes and 3 rules for TCP 80, TCP 443 and TCP 9090
Public IP Addresses Bastion Public IP for Bastion Node
OpenShift Master public IP attached to Master Load Balancer
OpenShift Router public IP attached to Infra Load Balancer
Storage Accounts 1 Storage Account for Bastion VM
1 Storage Account for Master VMs
1 Storage Account for Infra VMs
2 Storage Accounts for Node VMs
1 Storage Account for Private Docker Registry
1 Storage Account for Persistent Volumes
Network Security Groups 1 Network Security Group for Bastion VM
1 Network Security Group Master VMs
1 Network Security Group for Infra VMs
1 Network Security Group for Node VMs
Availability Sets 1 Availability Set for Master VMs
1 Availability Set for Infra VMs
1 Availability Set for Node VMs
Virtual Machines 1 Bastion Node - Used to Run Ansible Playbook for OpenShift deployment
3 or 5 Master Nodes
2 or 3 Infra Nodes
User-defined number of Nodes (1 to 30)
All VMs include a single attached data disk for Docker thin pool logical volume

Cluster Diagram

READ the instructions in its entirety before deploying!

This template deploys multiple VMs and requires some pre-work before you can successfully deploy the OpenShift Cluster. If you don't get the pre-work done correctly, you will most likely fail to deploy the cluster using this template. Please read the instructions completely before you proceed.

This template allows you to choose between a custom VHD image in an existing Storage Account or the On-Demand Red Hat Enterprise Linux image from the Azure Gallery.

If you use the On-Demand image, there is an hourly charge for using this image. At the same time, the instance will be registered to your Red Hat subscription, so you will also be using one of your entitlements. This will lead to "double billing".

After successful deployment, the Bastion Node is no longer required unless you want to use it to add nodes or run other playbooks in the future. You can turn it off and delete it or keep it around for running future playbooks. You can also use this as the jump host for managing your OpenShift cluster.

Prerequisites

Generate SSH Keys

You'll need to generate an SSH key pair (Public / Private) in order to provision this template. Ensure that you do NOT include a passphrase with the private key.

If you are using a Windows computer, you can download puttygen.exe. You will need to export to OpenSSH (from Conversions menu) to get a valid Private Key for use in the Template.

From a Linux or Mac, you can just use the ssh-keygen command. Once you are finished deploying the cluster, you can always generate new keys that uses a passphrase and replace the original ones used during initial deployment.

Create Key Vault to store SSH Private Key

You will need to create a Key Vault to store your SSH Private Key that will then be used as part of the deployment. This extra work is to provide security around the Private Key - especially since it does not have a passphrase. I recommend creating a Resource Group specifically to store the KeyVault. This way, you can reuse the KeyVault for other deployments and you won't have to create this every time you chose to deploy another OpenShift cluster.

  1. Create KeyVault using PowerShell
    a. Create new resource group: New-AzureRMResourceGroup -Name 'ResourceGroupName' -Location 'West US'
    b. Create key vault: New-AzureRmKeyVault -VaultName 'KeyVaultName' -ResourceGroup 'ResourceGroupName' -Location 'West US'
    c. Create variable with sshPrivateKey: $securesecret = ConvertTo-SecureString -String '[copy ssh Private Key here - including line feeds]' -AsPlainText -Force
    d. Create Secret: Set-AzureKeyVaultSecret -Name 'SecretName' -SecretValue $securesecret -VaultName 'KeyVaultName'
    e. Enable for Template Deployment: Set-AzureRMKeyVaultAccessPolicy -VaultName 'KeyVaultName' -ResourceGroupName 'ResourceGroupName' -EnabledForTemplateDeployment

  2. Create Key Vault using Azure CLI 2.0
    a. Create new Resource Group: az group create -n <name> -l <location>
    Ex: az group create -n ResourceGroupName -l 'East US'
    b. Create Key Vault: az keyvault create -n <vault-name> -g <resource-group> -l <location> --enabled-for-template-deployment true
    Ex: az keyvault create -n KeyVaultName -g ResourceGroupName -l 'East US' --enabled-for-template-deployment true
    c. Create Secret: az keyvault secret set --vault-name <vault-name> -n <secret-name> --file <private-key-file-name>
    Ex: az keyvault secret set --vault-name KeyVaultName -n SecretName --file ~/.ssh/id_rsa

Generate Azure Active Directory (AAD) Service Principal

To configure Azure as the Cloud Provider for OpenShift Container Platform, you will need to create an Azure Active Directory Service Principal. The easiest way to perform this task is via the Azure CLI. Below are the steps for doing this.

Assigning permissions to the entire Subscription is the easiest method but does give the Service Principal permissions to all resources in the Subscription. Assigning permissions to only the Resource Group is the most secure as the Service Principal is restricted to only that one Resource Group.

Azure CLI 2.0

  1. Create Service Principal and assign permissions to Subscription
    a. az ad sp create-for-rbac -n <friendly name> --password <password> --role contributor --scopes /subscriptions/<subscription_id>
    Ex: az ad sp create-for-rbac -n openshiftcloudprovider --password Pass@word1 --role contributor --scopes /subscriptions/555a123b-1234-5ccc-defgh-6789abcdef01

  2. Create Service Principal and assign permissions to Resource Group
    a. If you use this option, you must have created the Resource Group first. Be sure you don't create any resources in this Resource Group before deploying the cluster.
    b. az ad sp create-for-rbac -n <friendly name> --password <password> --role contributor --scopes /subscriptions/<subscription_id>/resourceGroups/<Resource Group Name>
    Ex: az ad sp create-for-rbac -n openshiftcloudprovider --password Pass@word1 --role contributor --scopes /subscriptions/555a123b-1234-5ccc-defgh-6789abcdef01/resourceGroups/00000test

  3. Create Service Principal without assigning permissions to Resource Group
    a. If you use this option, you will need to assign permissions to either the Subscription or the newly created Resource Group shortly after you initiate the deployment of the cluster or the post installation scripts will fail when configuring Azure as the Cloud Provider.
    b. az ad sp create-for-rbac -n <friendly name> --password <password> --role contributor --skip-assignment
    Ex: az ad sp create-for-rbac -n openshiftcloudprovider --password Pass@word1 --role contributor --skip-assignment

You will get an output similar to:

{
  "appId": "2c8c6a58-44ac-452e-95d8-a790f6ade583",
  "displayName": "openshiftcloudprovider",
  "name": "http://openshiftcloudprovider",
  "password": "Pass@word1",
  "tenant": "12a345bc-1234-dddd-12ab-34cdef56ab78"
}

The appId is used for the aadClientId parameter.

Red Hat Subscription Access

For security reasons, the method for registering the RHEL system has been changed to allow the use of an Organization ID and Activation Key as well as a Username and Password. Please know that it is more secure to use the Organization ID and Activation Key.

You can determine your Organization ID by running subscription-manager identity on a registered machine. To create or find your Activation Key, please go here: https://access.redhat.com/management/activation_keys.

You will also need to get the Pool ID that contains your entitlements for OpenShift. You can retrieve this from the Red Hat portal by examining the details of the subscription that has the OpenShift entitlements. Or you can contact your Red Hat administrator to help you.

azuredeploy.Parameters.json File Explained

  1. _artifactsLocation: URL for artifacts (json, scripts, etc.)
  2. customVhdOrGallery: Choose to use a custom VHD image or an image from the Azure Gallery. The valid inputs are "gallery" or "custom". The default is set to "gallery".
  3. customStorageAccount: The URL to the storage account that contains your custom VHD image. Include the ending '/'. If "gallery" is chosen above, this parameter will not be used. Example: https://customstorageaccount.blob.core.windows.net/
  4. customOsDiskName: The folder and name of the custom VHD image. If "gallery" is chosen above, this parameter will be not be used. Example: images/customosdisk.vhd
  5. masterVmSize: Size of the Master VM. Select from one of the allowed VM sizes listed in the azuredeploy.json file
  6. infraVmSize: Size of the Infra VM. Select from one of the allowed VM sizes listed in the azuredeploy.json file
  7. nodeVmSize: Size of the App Node VM. Select from one of the allowed VM sizes listed in the azuredeploy.json file
  8. openshiftClusterPrefix: Cluster Prefix used to configure hostnames for all nodes - bastion, master, infra and app nodes. Between 1 and 20 characters.
  9. masterInstanceCount: Number of Masters nodes to deploy
  10. infraInstanceCount: Number of infra nodes to deploy
  11. nodeInstanceCount: Number of Nodes to deploy
  12. dataDiskSize: Size of data disk to attach to nodes for Docker volume - valid sizes are 128 GB, 512 GB and 1023 GB
  13. adminUsername: Admin username for both OS (VM) login and initial OpenShift user
  14. openshiftPassword: Password for OpenShift user and root user
  15. enableMetrics: Enable Metrics - value is either "true" or "false"
  16. enableLogging: Enable Logging - value is either "true" or "false"
  17. enableCockpit: Enable Cockpit - value is either "true" or "false"
  18. rhsmUsernamePasswordOrActivationKey: Choose to use Username and Password or Organization ID and Activation Key for registration. Valid values are "usernamepassword" and "activationkey".
  19. rhsmUsernameOrOrgId: Red Hat Subscription Manager Username or Organization ID. If usernamepassword selected in previous input, then use Username; otherwise entier Organization ID. To find your Organization ID, run on registered server: subscription-manager identity.
  20. rhsmPasswordOrActivationKey: Red Hat Subscription Manager Password or Activation Key for your Cloud Access subscription. You can get this from here.
  21. rhsmPoolId: The Red Hat Subscription Manager Pool ID that contains your OpenShift entitlements
  22. sshPublicKey: Copy your SSH Public Key here
  23. keyVaultResourceGroup: The name of the Resource Group that contains the Key Vault
  24. keyVaultName: The name of the Key Vault you created
  25. keyVaultSecret: The Secret Name you used when creating the Secret (that contains the Private Key)
  26. enableAzure: Enable Azure Cloud Provider - value is either "true" or "false"
  27. aadClientId: Azure Active Directory Client ID also known as Application ID for Service Principal
  28. aadClientSecret: Azure Active Directory Client Secret for Service Principal
  29. defaultSubDomainType: This will either be nipio (if you don't have your own domain) or custom if you have your own domain that you would like to use for routing
  30. defaultSubDomain: The wildcard DNS name you would like to use for routing if you selected custom above. If you selected nipio above, you must still enter something here but it will not be used

Deploy Template

Deploy to Azure using Azure Portal:

Once you have collected all of the prerequisites for the template, you can deploy the template by clicking Deploy to Azure or populating the azuredeploy.parameters.json file and executing Resource Manager deployment commands with PowerShell or the Azure CLI.

Azure CLI 2.0

  1. Create Resource Group: az group create -n <name> -l <location>
    Ex: az group create -n openshift-cluster -l westus
  2. Create Resource Group Deployment: az group deployment create --name <deployment name> --template-file <template_file> --parameters @<parameters_file> --resource-group <resource group name> --nowait
    Ex: az group deployment create --name ocpdeployment --template-file azuredeploy.json --parameters @azuredeploy.parameters.json --resource-group openshift-cluster --no-wait

NOTE

The OpenShift Ansible playbook does take a while to run when using VMs backed by Standard Storage. VMs backed by Premium Storage are faster. If you want Premium Storage, select a DS or GS series VM.


Be sure to follow the OpenShift instructions to create the necessary DNS entry for the OpenShift Router for access to applications.

TROUBLESHOOTING

If you encounter an error during deployment of the cluster, please view the deployment status. The following Error Codes will help to narrow things down.

  1. Exit Code 3: Your Red Hat Subscription User Name / Password or Organization ID / Activation Key is incorrect
  2. Exit Code 4: Your Red Hat Pool ID is incorrect or there are no entitlements available
  3. Exit Code 5: Unable to provision Docker Thin Pool Volume
  4. Exit Code 6: OpenShift Cluster installation failed
  5. Exit Code 7: OpenShift Cluster installation succeeded but Azure Cloud Provider configuration failed - master config on Master Node issue
  6. Exit Code 8: OpenShift Cluster installation succeeded but Azure Cloud Provider configuration failed - node config on Master Node issue
  7. Exit Code 9: OpenShift Cluster installation succeeded but Azure Cloud Provider configuration failed - node config on Infra or App Node issue
  8. Exit Code 10: OpenShift Cluster installation succeeded but Azure Cloud Provider configuration failed - correcting Master Nodes or not able to set Master as unschedulable
  9. Exit Code 11: Metrics failed to deploy
  10. Exit Code 12: Logging failed to deploy

For Exit Codes 7 - 10, the OpenShift Cluster did install but the Azure Cloud Provider configuration failed. You can SSH to the Bastion node and from there SSH to each of the nodes in the cluster and fix the issues.

A common cause for the failures with Exit Codes 7 - 9 is the Service Principal did not have proper permissions to the Subscription or the Resource Group. If this is indeed the issue, then assign the correct permissions and manually re-run the script that failed an all subsequent scripts. Be sure to restart the service that failed (e.g. systemctl restart atomic-openshift-node.service) before executing the scripts again.

For further troubleshooting, please SSH into your Bastion node on port 22. You will need to be root (sudo su -) and then navigate to the following directory: /var/lib/waagent/custom-script/download

You should see a folder named '0' and '1'. In each of these folders, you will see two files, stderr and stdout. You can look through these files to determine where the failure occurred.

Post-Deployment Operations

Metrics and logging

Metrics

If you deployed Metrics, it will take a few extra minutes deployment to complete. Please be patient.

Once the deployment is complete, log into the OpenShift Web Console and complete an addition configuration step. Go to the openshift-infra project, click on Hawkster metrics route, and accept the SSL exception in your browser.

Logging

If you deployed Logging, it will take a few extra minutes deployment to complete. Please be patient.

Once the deployment is complete, log into the OpenShift Web Console and complete an addition configuration step. Go to the logging project, click on the Kubana route, and accept the SSL exception in your browser.

Creation of additional users

To create additional (non-admin) users in your environment, login to your master server(s) via SSH and run:
htpasswd /etc/origin/master/htpasswd mynewuser

Access to Cockpit

If you enable Cockpit, then the password for 'root' is set to be the same as the password for the first OpenShift user.

Use user 'root' and the same password as you assigned to your OpenShift admin to login to Cockpit ( use port 9090 instead of 8443 from Web Console ).

Additional OpenShift Configuration Options

You can configure additional settings per the official (OpenShift Enterprise Documentation).

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