Prerequisites - Installing a Cluster | Installation and Configuration

System Requirements
Environment Requirements

System Requirements

The following sections identify the hardware specifications and system-level requirements of all hosts within your OpenShift Container Platform environment.

Red Hat Subscriptions

You must have an active OpenShift Container Platform subscription on your Red Hat account to proceed. If you do not, contact your sales representative for more information.

Minimum Hardware Requirements

The system requirements vary per host type:

masters

Physical or virtual system, or an instance running on a public or private IaaS.
Base OS: RHEL 7.3 or later with the "Minimal" installation option and the latest packages from the Extras channel, or RHEL Atomic Host 7.4.5 or later.
Minimum 4 vCPU (additional are strongly recommended).
Minimum 16 GB RAM (additional memory is strongly recommended, especially if etcd is co-located on masters).
Minimum 40 GB hard disk space for the file system containing /var/.
Minimum 1 GB hard disk space for the file system containing /usr/local/bin/.
Minimum 1 GB hard disk space for the file system containing the system’s temporary directory.
masters with a co-located etcd require a minimum of 4 cores. 2 core systems will not work.

Nodes

Physical or virtual system, or an instance running on a public or private IaaS.
Base OS: link:RHEL 7.3 or later with "Minimal" installation option, or RHEL Atomic Host 7.4.5 or later.
NetworkManager 1.0 or later.
1 vCPU.
Minimum 8 GB RAM.
Minimum 15 GB hard disk space for the file system containing /var/.
Minimum 1 GB hard disk space for the file system containing /usr/local/bin/.
Minimum 1 GB hard disk space for the file system containing the system’s temporary directory.
An additional minimum 15 GB unallocated space per system running containers for Docker’s storage back end; see Configuring Docker Storage. Additional space might be required, depending on the size and number of containers that run on the node.

External etcd Nodes

Minimum 20 GB hard disk space for etcd data.
See the Hardware Recommendations section of the CoreOS etcd documentation for information how to properly size your etcd nodes.
Currently, OpenShift Container Platform stores image, build, and deployment metadata in etcd. You must periodically prune old resources. If you are planning to leverage a large number of these resources, place etcd on machines with large amounts of memory and fast SSD drives.

Ansible Controller

The host that you run the Ansible playbook on must have at least 75MiB of free memory per host in the inventory.

redcircle 1 Meeting the /var/ file system sizing requirements in RHEL Atomic Host requires making changes to the default configuration. See Managing Storage with Docker-formatted Containers for instructions on configuring this during or after installation.

redcircle 2 The system’s temporary directory is determined according to the rules defined in the tempfile module in Python’s standard library.

OpenShift Container Platform only supports servers with x86_64 architecture.

You must configure storage for each system that runs a container daemon. For containerized installations, you need storage on masters. Also, by default, the web console is run in containers on masters, and storage is needed on masters to run the web console. Containers are run on nodes, so storage is always required on the nodes. The size of storage depends on workload, number of containers, the size of the containers being run, and the containers' storage requirements. Containerized etcd also needs container storage configured.

Production Level Hardware Requirements

Test or sample environments function with the minimum requirements. For production environments, the following recommendations apply:

master Hosts: In a highly available OpenShift Container Platform cluster with external etcd, a master host should have, in addition to the minimum requirements in the table above, 1 CPU core and 1.5 GB of memory for each 1000 pods. Therefore, the recommended size of a master host in an OpenShift Container Platform cluster of 2000 pods would be the minimum requirements of 2 CPU cores and 16 GB of RAM, plus 2 CPU cores and 3 GB of RAM, totaling 4 CPU cores and 19 GB of RAM.

A minimum of three etcd hosts and a load-balancer between the master hosts are required.

Node Hosts: The size of a node host depends on the expected size of its workload. As an OpenShift Container Platform cluster administrator, you will need to calculate the expected workload, then add about 10 percent for overhead. For production environments, allocate enough resources so that a node host failure does not affect your maximum capacity.

For more information, see Sizing Considerations and Cluster Limits.

Oversubscribing the physical resources on a node affects resource guarantees the Kubernetes scheduler makes during pod placement. Learn what measures you can take to avoid memory swapping.

Storage management

Table 1. The main directories to which OpenShift Container Platform components write data
Directory	Notes	Sizing	Expected Growth
*/var/lib/openshift*	Used for etcd storage only when in single master mode and etcd is embedded in the atomic-openshift-master process.	Less than 10GB.	Will grow slowly with the environment. Only storing metadata.
*/var/lib/etcd*	Used for etcd storage when in Multi-master mode or when etcd is made standalone by an administrator.	Less than 20 GB.	Will grow slowly with the environment. Only storing metadata.
*/var/lib/docker*	When the run time is docker, this is the mount point. Storage used for active container runtimes (including pods) and storage of local images (not used for registry storage). Mount point should be managed by docker-storage rather than manually.	50 GB for a Node with 16 GB memory. Additional 20-25 GB for every additional 8 GB of memory.	Growth is limited by the capacity for running containers.
*/var/lib/containers*	When the run time is CRI-O, this is the mount point. Storage used for active container runtimes (including pods) and storage of local images (not used for registry storage).	50 GB for a Node with 16 GB memory. Additional 20-25 GB for every additional 8 GB of memory.	Growth limited by capacity for running containers
*/var/lib/origin/openshift.local.volumes*	Ephemeral volume storage for pods. This includes anything external that is mounted into a container at runtime. Includes environment variables, kube secrets, and data volumes not backed by persistent storage PVs.	Varies	Minimal if pods requiring storage are using persistent volumes. If using ephemeral storage, this can grow quickly.
*/var/log*	Log files for all components.	10 to 30 GB.	Log files can grow quickly; size can be managed by growing disks or managed using log rotate.

Red Hat Gluster Storage Hardware Requirements

Any nodes used in a Container-Native Storage or Container-Ready Storage cluster are considered storage nodes. Storage nodes can be grouped into distinct cluster groups, though a single node can not be in multiple groups. For each group of storage nodes:

A minimum of three storage nodes per group is required.
Each storage node must have a minimum of 8 GB of RAM. This is to allow running the Red Hat Gluster Storage pods, as well as other applications and the underlying operating system.
- Each GlusterFS volume also consumes memory on every storage node in its storage cluster, which is about 30 MB. The total amount of RAM should be determined based on how many concurrent volumes are desired or anticipated.
Each storage node must have at least one raw block device with no present data or metadata. These block devices will be used in their entirety for GlusterFS storage. Make sure the following are not present:
- Partition tables (GPT or MSDOS)
- Filesystems or residual filesystem signatures
- LVM2 signatures of former Volume Groups and Logical Volumes
- LVM2 metadata of LVM2 physical volumes
If in doubt, wipefs -a <device> should clear any of the above.

It is recommended to plan for two clusters: one dedicated to storage for infrastructure applications (such as an OpenShift Container Registry) and one dedicated to storage for general applications. This would require a total of six storage nodes. This recommendation is made to avoid potential impacts on performance in I/O and volume creation.

Optional: Configuring Core Usage

By default, OpenShift Container Platform masters and nodes use all available cores in the system they run on. You can choose the number of cores you want OpenShift Container Platform to use by setting the GOMAXPROCS environment variable. See the Go Language documentation for more information, including how the GOMAXPROCS environment variable works.

For example, run the following before starting the server to make OpenShift Container Platform only run on one core:

# export GOMAXPROCS=1

SELinux

Security-Enhanced Linux (SELinux) must be enabled on all of the servers before installing OpenShift Container Platform or the installer will fail. Also, configure SELINUX=enforcing and SELINUXTYPE=targeted in the /etc/selinux/config file:

# This file controls the state of SELinux on the system.
# SELINUX= can take one of these three values:
#     enforcing - SELinux security policy is enforced.
#     permissive - SELinux prints warnings instead of enforcing.
#     disabled - No SELinux policy is loaded.
SELINUX=enforcing
# SELINUXTYPE= can take one of these three values:
#     targeted - Targeted processes are protected,
#     minimum - Modification of targeted policy. Only selected processes are protected.
#     mls - Multi Level Security protection.
SELINUXTYPE=targeted

Red Hat Gluster Storage

To access GlusterFS volumes, the mount.glusterfs command must be available on all schedulable nodes. For RPM-based systems, the glusterfs-fuse package must be installed:

# yum install glusterfs-fuse

This package comes installed on every RHEL system. However, it is recommended to update to the latest available version from Red Hat Gluster Storage. To do this, the following RPM repository must be enabled:

# subscription-manager repos --enable=rh-gluster-3-client-for-rhel-7-server-rpms

If glusterfs-fuse is already installed on the nodes, ensure that the latest version is installed:

# yum update glusterfs-fuse

Optional: Using OverlayFS

OverlayFS is a union file system that allows you to overlay one file system on top of another.

As of Red Hat Enterprise Linux 7.4, you have the option to configure your OpenShift Container Platform environment to use OverlayFS. The overlay2 graph driver is fully supported in addition to the older overlay driver. However, Red Hat recommends using overlay2 instead of overlay, because of its speed and simple implementation.

Comparing the Overlay Versus Overlay2 Graph Drivers has more information about the overlay and overlay2 drivers.

See the Overlay Graph Driver section of the Atomic Host documentation for instructions on how to enable the overlay2 graph driver for the Docker service.

Security Warning

OpenShift Container Platform runs containers on hosts in the cluster, and in some cases, such as build operations and the registry service, it does so using privileged containers. Furthermore, those containers access the hosts' Docker daemon and perform docker build and docker push operations. As such, cluster administrators should be aware of the inherent security risks associated with performing docker run operations on arbitrary images as they effectively have root access. This is particularly relevant for docker build operations.

Exposure to harmful containers can be limited by assigning specific builds to nodes so that any exposure is limited to those nodes. To do this, see the Assigning Builds to Specific Nodes section of the Developer Guide. For cluster administrators, see the Configuring Global Build Defaults and Overrides section of the Installation and Configuration Guide.

You can also use security context constraints to control the actions that a pod can perform and what it has the ability to access. For instructions on how to enable images to run with USER in the Dockerfile, see Managing Security Context Constraints (requires a user with cluster-admin privileges).

For more information, see these articles:

Environment Requirements

The following section defines the requirements of the environment containing your OpenShift Container Platform configuration. This includes networking considerations and access to external services, such as Git repository access, storage, and cloud infrastructure providers.

DNS

OpenShift Container Platform requires a fully functional DNS server in the environment. This is ideally a separate host running DNS software and can provide name resolution to hosts and containers running on the platform.

Adding entries into the /etc/hosts file on each host is not enough. This file is not copied into containers running on the platform.

Key components of OpenShift Container Platform run themselves inside of containers and use the following process for name resolution:

By default, containers receive their DNS configuration file (/etc/resolv.conf) from their host.
OpenShift Container Platform then inserts one DNS value into the pods (above the node’s nameserver values). That value is defined in the /etc/origin/node/node-config.yaml file by the dnsIP parameter, which by default is set to the address of the host node because the host is using dnsmasq.
If the dnsIP parameter is omitted from the node-config.yaml file, then the value defaults to the kubernetes service IP, which is the first nameserver in the pod’s /etc/resolv.conf file.

As of OpenShift Container Platform 3.2, dnsmasq is automatically configured on all masters and nodes. The pods use the nodes as their DNS, and the nodes forward the requests. By default, dnsmasq is configured on the nodes to listen on port 53, therefore the nodes cannot run any other type of DNS application.

NetworkManager, a program for providing detection and configuration for systems to automatically connect to the network, is required on the nodes in order to populate dnsmasq with the DNS IP addresses.

NM_CONTROLLED is set to yes by default. If NM_CONTROLLED is set to no, then the NetworkManager dispatch script does not create the relevant origin-upstream-dns.conf dnsmasq file, and you would need to configure dnsmasq manually.

Similarly, if the PEERDNS parameter is set to no in the network script, for example, /etc/sysconfig/network-scripts/ifcfg-em1, then the dnsmasq files are not generated, and the Ansible install will fail. Ensure the PEERDNS setting is set to yes.

The following is an example set of DNS records:

master1    A   10.64.33.100
master2    A   10.64.33.103
node1      A   10.64.33.101
node2      A   10.64.33.102

If you do not have a properly functioning DNS environment, you could experience failure with:

Product installation via the reference Ansible-based scripts
Deployment of the infrastructure containers (registry, routers)
Access to the OpenShift Container Platform web console, because it is not accessible via IP address alone

Configuring Hosts to Use DNS

Make sure each host in your environment is configured to resolve hostnames from your DNS server. The configuration for hosts' DNS resolution depend on whether DHCP is enabled. If DHCP is:

Disabled, then configure your network interface to be static, and add DNS nameservers to NetworkManager.

Enabled, then the NetworkManager dispatch script automatically configures DNS based on the DHCP configuration. Optionally, you can add a value to dnsIP in the node-config.yaml file to prepend the pod’s resolv.conf file. The second nameserver is then defined by the host’s first nameserver. By default, this will be the IP address of the node host.

For most configurations, do not set the openshift_dns_ip option during the advanced installation of OpenShift Container Platform (using Ansible), because this option overrides the default IP address set by dnsIP.

Instead, allow the installer to configure each node to use dnsmasq and forward requests to the external DNS provider or SkyDNS, the internal DNS service for cluster-wide DNS resolution of internal hostnames for services and pods. If you do set the openshift_dns_ip option, then it should be set either with a DNS IP that queries SkyDNS first, or to the SkyDNS service or endpoint IP (the Kubernetes service IP).

To verify that hosts can be resolved by your DNS server:

Check the contents of /etc/resolv.conf:

$ cat /etc/resolv.conf
# Generated by NetworkManager
search example.com
nameserver 10.64.33.1
# nameserver updated by /etc/NetworkManager/dispatcher.d/99-origin-dns.sh

In this example, 10.64.33.1 is the address of our DNS server.

Test that the DNS servers listed in /etc/resolv.conf are able to resolve host names to the IP addresses of all masters and nodes in your OpenShift Container Platform environment:
```
$ dig <node_hostname> @<IP_address> +short
```
For example:
```
$ dig master.example.com @10.64.33.1 +short
10.64.33.100
$ dig node1.example.com @10.64.33.1 +short
10.64.33.101
```

Configuring a DNS Wildcard

Optionally, configure a wildcard for the router to use, so that you do not need to update your DNS configuration when new routes are added.

A wildcard for a DNS zone must ultimately resolve to the IP address of the OpenShift Container Platform router.

For example, create a wildcard DNS entry for cloudapps that has a low time-to-live value (TTL) and points to the public IP address of the host where the router will be deployed:

*.cloudapps.example.com. 300 IN  A 192.168.133.2

In almost all cases, when referencing VMs you must use host names, and the host names that you use must match the output of the hostname -f command on each node.

In your /etc/resolv.conf file on each node host, ensure that the DNS server that has the wildcard entry is not listed as a nameserver or that the wildcard domain is not listed in the search list. Otherwise, containers managed by OpenShift Container Platform may fail to resolve host names properly.

Network Access

A shared network must exist between the master and node hosts. If you plan to configure multiple masters for high-availability using the advanced installation method, you must also select an IP to be configured as your virtual IP (VIP) during the installation process. The IP that you select must be routable between all of your nodes, and if you configure using a FQDN it should resolve on all nodes.

NetworkManager

Configuring firewalld as the firewall

While iptables is the default firewall, firewalld is recommended for new installations. You can enable firewalld by setting os_firewall_use_firewalld=true in the Ansible inventory file.

[OSEv3:vars]
os_firewall_use_firewalld=True

Setting this variable to true opens the required ports and adds rules to the default zone, which ensure that firewalld is configured correctly.

Using the firewalld default configuration comes with limited configuration options, and cannot be overridden. For example, while you can set up a storage network with interfaces in multiple zones, the interface that nodes communicate on must be in the default zone.

Required Ports

The OpenShift Container Platform installation automatically creates a set of internal firewall rules on each host using iptables. However, if your network configuration uses an external firewall, such as a hardware-based firewall, you must ensure infrastructure components can communicate with each other through specific ports that act as communication endpoints for certain processes or services.

Ensure the following ports required by OpenShift Container Platform are open on your network and configured to allow access between hosts. Some ports are optional depending on your configuration and usage.

Table 2. Node to Node
4789	UDP	Required for SDN communication between pods on separate hosts.

Table 3. Nodes to **master**
53 or 8053	TCP/UDP	Required for DNS resolution of cluster services (SkyDNS). Installations prior to 3.2 or environments upgraded to 3.2 use port 53. New installations will use 8053 by default so that dnsmasq may be configured.
4789	UDP	Required for SDN communication between pods on separate hosts.
443 or 8443	TCP	Required for node hosts to communicate to the master API, for the node hosts to post back status, to receive tasks, and so on.

Table 4. **master** to Node
4789	UDP	Required for SDN communication between pods on separate hosts.
10250	TCP	The master proxies to node hosts via the Kubelet for `oc` commands. This port must to be allowed from masters and infra nodes to any master and node. For metrics, the source must be the infra nodes.
10010	TCP	If using CRI-O, open this port to allow `oc exec` and `oc rsh` operations.

Table 5. **master** to **master**
53 or 8053	TCP/UDP	Required for DNS resolution of cluster services (SkyDNS). Installations prior to 3.2 or environments upgraded to 3.2 use port 53. New installations will use 8053 by default so that dnsmasq may be configured.
2049	TCP/UDP	Required when provisioning an NFS host as part of the installer.
2379	TCP	Used for standalone etcd (clustered) to accept changes in state.
2380	TCP	etcd requires this port be open between masters for leader election and peering connections when using standalone etcd (clustered).
4789	UDP	Required for SDN communication between pods on separate hosts.

Table 6. External to Load Balancer
9000	TCP	If you choose the `native` HA method, optional to allow access to the HAProxy statistics page.

Table 7. External to **master**
443 or 8443	TCP	Required for node hosts to communicate to the master API, for node hosts to post back status, to receive tasks, and so on.
8444	TCP	Port that the `atomic-openshift-master-controllers` service listens on. Required to be open for the `/metrics` and `/healthz` endpoints.

Table 8. IaaS Deployments
22	TCP	Required for SSH by the installer or system administrator.
53 or 8053	TCP/UDP	Required for DNS resolution of cluster services (SkyDNS). Installations prior to 3.2 or environments upgraded to 3.2 use port 53. New installations will use 8053 by default so that dnsmasq may be configured. Only required to be internally open on master hosts.
80 or 443	TCP	For HTTP/HTTPS use for the router. Required to be externally open on node hosts, especially on nodes running the router.
1936	TCP	(Optional) Required to be open when running the template router to access statistics. Can be open externally or internally to connections depending on if you want the statistics to be expressed publicly. Can require extra configuration to open. See the Notes section below for more information.
2379 and 2380	TCP	For standalone etcd use. Only required to be internally open on the master host. 2379 is for server-client connections. 2380 is for server-server connections, and is only required if you have clustered etcd.
4789	UDP	For VxLAN use (OpenShift SDN). Required only internally on node hosts.
8443	TCP	For use by the OpenShift Container Platform web console, shared with the API server.
10250	TCP	For use by the Kubelet. Required to be externally open on nodes.

Notes

In the above examples, port 4789 is used for User Datagram Protocol (UDP).
When deployments are using the SDN, the pod network is accessed via a service proxy, unless it is accessing the registry from the same node the registry is deployed on.
OpenShift Container Platform internal DNS cannot be received over SDN. Depending on the detected values of openshift_facts, or if the openshift_ip and openshift_public_ip values are overridden, it will be the computed value of openshift_ip. For non-cloud deployments, this will default to the IP address associated with the default route on the master host. For cloud deployments, it will default to the IP address associated with the first internal interface as defined by the cloud metadata.
The master host uses port 10250 to reach the nodes and does not go over SDN. It depends on the target host of the deployment and uses the computed values of openshift_hostname and openshift_public_hostname.
Port 1936 can still be inaccessible due to your iptables rules. Use the following to configure iptables to open port 1936:
```
# iptables -A OS_FIREWALL_ALLOW -p tcp -m state --state NEW -m tcp \
    --dport 1936 -j ACCEPT
```

Table 9. Aggregated Logging and Metrics
9200	TCP	For Elasticsearch API use. Required to be internally open on any infrastructure nodes so Kibana is able to retrieve logs for display. It can be externally open for direct access to Elasticsearch by means of a route. The route can be created using `oc expose`.
9300	TCP	For Elasticsearch inter-cluster use. Required to be internally open on any infrastructure node so the members of the Elasticsearch cluster can communicate with each other.
9090	TCP	For Prometheus API and web console use.
9100	TCP	For the Prometheus Node-Exporter, which exports hardware and operating system metrics. Port 9100 needs to be open on each OpenShift Container Platform host in order for the Prometheus server to scrape the metrics.
8443	TCP	For node hosts to communicate to the master API, for the node hosts to post back status, to receive tasks, and so on. This port needs to be allowed from masters and infra nodes to any master and node.
10250	TCP	For the Kubernetes cAdvisor, a container resource usage and performance analysis agent. This port must to be allowed from masters and infra nodes to any master and node. For metrics, the source must be the infra nodes.
8444	TCP	Port that the controller service listens on. Port 8444 needs to be open on each OpenShift Container Platform host
1936	TCP	(Optional) Required to be open when running the template router to access statistics. This port must be allowed from the infra nodes to any infra nodes hosting the routers if Prometheus metrics are enabled on routers. Can be open externally or internally to connections depending on if you want the statistics to be expressed publicly. Can require extra configuration to open. See the Notes section above for more information.

Notes

Persistent Storage

The Kubernetes persistent volume framework allows you to provision an OpenShift Container Platform cluster with persistent storage using networked storage available in your environment. This can be done after completing the initial OpenShift Container Platform installation depending on your application needs, giving users a way to request those resources without having any knowledge of the underlying infrastructure.

The Installation and Configuration Guide provides instructions for cluster administrators on provisioning an OpenShift Container Platform cluster with persistent storage using NFS, GlusterFS, Ceph RBD, OpenStack Cinder, AWS Elastic Block Store (EBS), GCE Persistent Disks, and iSCSI.

Cloud Provider Considerations

There are certain aspects to take into consideration if installing OpenShift Container Platform on a cloud provider.

For Amazon Web Services, see the Permissions and the Configuring a Security Group sections.
For OpenStack, see the Permissions and the Configuring a Security Group sections.

Overriding Detected IP Addresses and Host Names

Some deployments require that the user override the detected host names and IP addresses for the hosts. To see the default values, run the openshift_facts playbook:

# ansible-playbook  [-i /path/to/inventory] \
    /usr/share/ansible/openshift-ansible/playbooks/byo/openshift_facts.yml

For Amazon Web Services, see the Overriding Detected IP Addresses and Host Names section.

Now, verify the detected common settings. If they are not what you expect them to be, you can override them.

The Advanced Installation topic discusses the available Ansible variables in greater detail.

Variable Usage

Variable	Usage
`hostname`	Should resolve to the internal IP from the instances themselves. `openshift_hostname` overrides.
`ip`	Should be the internal IP of the instance. `openshift_ip` will overrides.
`public_hostname`	Should resolve to the external IP from hosts outside of the cloud. Provider `openshift_public_hostname` overrides.
`public_ip`	Should be the externally accessible IP associated with the instance. `openshift_public_ip` overrides.
`use_openshift_sdn`	Should be true unless the cloud is GCE. `openshift_use_openshift_sdn` overrides.

hostname

Should resolve to the internal IP from the instances themselves.
openshift_hostname overrides.

ip

Should be the internal IP of the instance.
openshift_ip will overrides.

public_hostname

Should resolve to the external IP from hosts outside of the cloud.
Provider openshift_public_hostname overrides.

public_ip

Should be the externally accessible IP associated with the instance.
openshift_public_ip overrides.

use_openshift_sdn

Should be true unless the cloud is GCE.
openshift_use_openshift_sdn overrides.

If openshift_hostname is set to a value other than the metadata-provided private-dns-name value, the native cloud integration for those providers will no longer work.

Post-Installation Configuration for Cloud Providers

Following the installation process, you can configure OpenShift Container Platform for AWS, OpenStack, or GCE.