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Install Red Hat OpenShift 4.x on VMWare or Bare Metal

The instructions in this repository are designed to lay out the Red Hat OpenShift Container Platform (OCP) 4.x on various infrastructures for custom demos and POCs of the IBM Cloud Paks. It is intended for those who want to fasttrack installing OpenShift with some tried and tested automation. It saved several IBM-ers numerous hours everytime they need to set up a cluster to do Cloud Pak demos.

IMPORTANT NOTE: It is not intended for this repository to configure and deploy OpenShift or a Cloud Pak for production use.

This repository covers the main steps in the provisioning process.

Cluster topology and installation process

The deployment instructions have been written with the following topology in mind: OpenShift 4.x cluster topology

In the topology, the Bastion node plays a key role. At installation time, it serves as the node from which the OpenShift installation process is run and serves the Red Hat CoreOS boot and ISO images. More permanently, it acts as a Load Balancer, DNS, NTP and NFS server (for the image registry and others).

Red Hat documents two main options for laying out the OpenShift Container Platform (OCP): IPI (Installer Provided Infrastructure) and UPI (User Provided Infrastructure). This guide focuses on UPI as in most VMWare-based POC implementations you will not have the credentials to automatically provision the machines on the infrastructure provider.

OpenShift installation process on VMWare

When deploying on VMWare infrastructure, you can either create the VMs that make up the OpenShift cluster nodes manually and then proceed with the OpenShift installation, or you can automatically create the VMs through the provided Ansible scripts. The latter is only applicable if you can specify the ESX user and password.

VMWare - OCP installation process

Step 1 - Establish VMWare infrastructure (bastion node, bootstrap, masters, workers)

Before you can install OpenShift or any of the Cloud Paks, you must provision infrastructure (bare metal, virtual machines, other) for the software to run on. The document linked below provides guidelines on the (virtual) servers to be configured.

Step 1 - Establish infrastructure

Step 2 - Prepare for OpenShift installation

The document below guides you through preparation of the bastion node and installing OpenShift. Choose the appropriate document for the infrastructure you have chosen to install on. In the below steps you will prepare the bastion node of the cluster and instantiate the required services such as DNS, NFS, NTP, to start the installation of OpenShift.

Step 2 - Prepare for OpenShift installation

Step 3 - Install OpenShift

Once the bastion node has been prepared, continue with the installation of OpenShift.

Step 3 - Install OpenShift

Step 4 - Define storage

Now, create the storage class(es) and set the storage to be used for the applications and the image registry.

Step 4 - Define storage

Step 5 - Finalize installation

You can finalize the OpenShift installation by executing the steps in the document below.

Step 5 - Post-installation

Step 6 - Install the Cloud Pak

The below list links to the installation steps of various Cloud Paks, provided by IBM Cloud Pak technical specialists. It is by no means intended to replace the official documentation, but meant to accelerate the deployment of the Cloud Pak for POC and demo purposes.

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