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Using ocm for installation of RHMI or Managed API Service

If you want to test your changes on a cluster, the easiest solution would be to spin up OSD 4 cluster using ocm. If you want to spin up a cluster using CCS (Cloud Customer Subscription, previously called "BYOC"), follow the additional steps marked as BYOC.

Prerequisites

  • OCM CLI
  • jq
  • cluster-service
  • smtp-service
  • 🍎 (Mac users) - install gtimeout util and create a symbolic link (so it can be referenced as timeout):
    • brew install coreutils && sudo ln -s /usr/local/bin/gtimeout /usr/local/bin/timeout

NOTE: Due to a change in how networking is configured for openshift in v4.4.6 (mentioned in the cloud resource operator) there is a limitation on the version of Openshift that RHMI can be installed on for BYOC (CCS) clusters. Due to this change the use of integreatly-operator <= v2.4.0 on Openshift >= v4.4.6 is unsupported. Please use >= v2.5.0 of integreatly-operator for Openshift >= v4.4.6.

Steps

  1. Download the OCM CLI tool and add it to your PATH
  2. Export OCM_TOKEN: export OCM_TOKEN="<TOKEN_VALUE>"
  3. Login via OCM:
make ocm/login

BYOC/CCS

If you want to setup a BYOC (CCS) cluster, you will need an AWS root account with no OSD cluster running in it. The AWS account needs an IAM user named osdCcsAdmin and this user needs the AdministratorAccess permission.

Once this user is in place and no other OSD cluster is running in the account, you will need the AWS credentials (AWS_ACCOUNT_ID, AWS_ACCESS_KEY_ID, AWS_SECRET_ACCESS_KEY) for the osdCcsAdmin user to use in your cluster request.

Export the AWS credentials for osdCcsAdmin user and set BYOC variable to true:

export AWS_ACCOUNT_ID=<REPLACE_ME>
export AWS_ACCESS_KEY_ID=<REPLACE_ME>
export AWS_SECRET_ACCESS_KEY=<REPLACE_ME>
export BYOC=true

Multiple AZ

If you want your BYOC cluster to span multiple availability zones then set the MULTI_AZ environment variable:

export MULTI_AZ=true
  1. Create cluster template: make ocm/cluster.json

This command will generate ocm/cluster.json file with generated cluster name. This file will be used as a template to create your cluster via OCM CLI. By default, it will set the expiration timestamp for a cluster for 4 hours, meaning your cluster will be automatically deleted after 4 hours after you generated this template. If you want to change the default timestamp, you can update it in ocm/cluster.json or delete the whole line from the file if you don't want your cluster to be deleted automatically at all.

/BYOC (CCS)

If you exported AWS credentials (like described in the previous step), your cluster configuration will also include the AWS credentials and ccs.enabled field set to true.

/Multiple AZ

If you set MULTI_AZ to true, your cluster configuration will include the multi_az field set to true and the nodes.compute_machine_type.id field will be set to r5.xlarge.

  1. Create the cluster: make ocm/cluster/create

This command will send a request to Red Hat OpenShift Cluster Manager to spin up your cluster and waits until it's ready. You can see the details of your cluster in ocm/cluster-details.json file

  1. Once your cluster is ready, OpenShift Console URL will be printed out together with the kubeadmin user & password. These are also saved to ocm/cluster-credentials.json file. Also there will be ocm/cluster.kubeconfig file created that you can use for running oc commands right away, for example, for listing all projects on your OpenShift cluster:
oc --config ocm/cluster.kubeconfig projects

  1. If you want to install the latest release, you can trigger it by applying an addon

    1. For RHMI: Run make ocm/install/rhmi-addon to trigger the installation
    2. For Managed API Service: Run make ocm/install/managed-api-addon to trigger the installaion

    Once the installation is completed, the installation CR with RHMI components info will be printed to the console

  2. If you want to delete your cluster, run make ocm/cluster/delete

Help

To get more information about the OCM tooling, run make ocm/help