Getting started with Red Hat OpenShift Service on AWS (ROSA)

Learn how to get started on Red Hat® OpenShift® Service on AWS, including how to use AWS Security Token Service (STS) to deploy a cluster. Once you’ve finished, proceed to part two and learn how to deploy an application on your new cluster.

You can also watch this interactive demonstration on how to install ROSA, from creating an account to deploying applications.

Learn how to get started on Red Hat® OpenShift® Service on AWS, including how to use AWS Security Token Service (STS) to deploy a cluster. Once you’ve finished, proceed to part two and learn how to deploy an application on your new cluster.

You can also watch this interactive demonstration on how to install ROSA, from creating an account to deploying applications.

How to deploy a cluster with Red Hat OpenShift Service on AWS using the CLI

45 mins

This resource will take you through the steps to deploy a Red Hat OpenShift® Service on AWS cluster using the ROSA command line interface (CLI).

What will you learn?

  • How to deploy a ROSA cluster using the ROSA CLI

What do you need before starting?

 

You have two options for deploying your cluster: using the CLI or using the console user interface. In this resource, we’ll look at the process for using the CLI. If you’re searching for the steps to use the console user interface, please proceed to the next resource, which covers that approach.

Deploying a cluster with the CLI

There are two modes with which to deploy a ROSA with STS cluster. One is automatic, which is quicker and will do the manual work for you. The other is manual, which will require you to execute some extra commands, but will allow you to inspect the roles and policies being created.

This resource will document both options. If you just want to get your cluster created quickly, please use the automatic section, but if you would rather explore the objects being created, then feel free to use manual. This is achieved via the --mode flag in the relevant commands.

Valid options for --mode are:

  • manual: Role and Policy documents will be created and saved in the current directory. You will need to manually run the commands that are provided as the next step. This will allow you to review the policy and roles before creating them.
  • auto: Roles and policies will be created and applied automatically using the current AWS account, instead of having to manually run each command.

For the purposes of this resource, either method will work, though we do recommend auto mode as that is quicker and has less steps.

Deployment flow

The overall flow that we will follow boils down to:

  1. rosa create account-roles - This is executed only once per account. Once created this does not need to be executed again for more clusters of the same y-stream version.
  2. rosa create cluster
  3. rosa create operator-roles (Manual mode only)
  4. rosa create oidc-provider (Manual mode only)

For each succeeding cluster in the same account for the same y-stream version, only step 2 is needed (or 2-4 for manual mode).

Automatic mode (recommended)

As mentioned above, if you want the ROSA CLI to automate the creation of the roles and policies to create your cluster quickly, then use this method.

Create account roles

If this is the first time you are deploying ROSA in this account and have not yet created the account roles, then create the account-wide roles and policies, including Operator policies.

Run the following command to create the account-wide roles:

rosa create account-roles --mode auto --yes

You will see an output like the following:

  I: Creating roles using 'arn:aws:iam::000000000000:user/rosa-user'
I: Created role 'ManagedOpenShift-ControlPlane-Role' with ARN 'arn:aws:iam::000000000000:role/ManagedOpenShift-ControlPlane-Role'
I: Created role 'ManagedOpenShift-Worker-Role' with ARN 'arn:aws:iam::000000000000:role/ManagedOpenShift-Worker-Role'
I: Created role 'ManagedOpenShift-Support-Role' with ARN 'arn:aws:iam::000000000000:role/ManagedOpenShift-Support-Role'
I: Created role 'ManagedOpenShift-Installer-Role' with ARN 'arn:aws:iam::000000000000:role/ManagedOpenShift-Installer-Role'
I: Created policy with ARN 'arn:aws:iam::000000000000:policy/ManagedOpenShift-openshift-machine-api-aws-cloud-credentials'
I: Created policy with ARN 'arn:aws:iam::000000000000:policy/ManagedOpenShift-openshift-cloud-credential-operator-cloud-crede'
I: Created policy with ARN 'arn:aws:iam::000000000000:policy/ManagedOpenShift-openshift-image-registry-installer-cloud-creden'
I: Created policy with ARN 'arn:aws:iam::000000000000:policy/ManagedOpenShift-openshift-ingress-operator-cloud-credentials'
I: Created policy with ARN 'arn:aws:iam::000000000000:policy/ManagedOpenShift-openshift-cluster-csi-drivers-ebs-cloud-credent'
I: To create a cluster with these roles, run the following command:
rosa create cluster --sts

Create the cluster

Run the following command to create a cluster with all the default options:

rosa create cluster --cluster-name <cluster-name> --sts --mode auto --yes

You should see a response like the following:

  ...
I: Creating cluster 'my-rosa-cluster'
I: To view a list of clusters and their status, run 'rosa list clusters'
I: Cluster 'my-rosa-cluster' has been created.
I: Once the cluster is installed you will need to add an Identity Provider before you can login into the cluster. See 'rosa create idp --help' for more information.
I: To determine when your cluster is Ready, run 'rosa describe cluster -c my-rosa-cluster'.
I: To watch your cluster installation logs, run 'rosa logs install -c my-rosa-cluster --watch'.
Name:                       my-rosa-cluster
ID:                         1mlhulb3bo0l54ojd0ji000000000000
External ID:                
OpenShift Version:          
Channel Group:              stable
DNS:                        my-rosa-cluster.ibhp.p1.openshiftapps.com
AWS Account:                000000000000
API URL:                    
Console URL:                
Region:                     us-west-2
Multi-AZ:                   false
Nodes:
 - Master:                  3
 - Infra:                   2
 - Compute:                 2
Network:
 - Service CIDR:            172.30.0.0/16
 - Machine CIDR:            10.0.0.0/16
 - Pod CIDR:                10.128.0.0/14
 - Host Prefix:             /23
STS Role ARN:               arn:aws:iam::000000000000:role/ManagedOpenShift-Installer-Role
Support Role ARN:           arn:aws:iam::000000000000:role/ManagedOpenShift-Support-Role
Instance IAM Roles:
 - Master:                  arn:aws:iam::000000000000:role/ManagedOpenShift-ControlPlane-Role
 - Worker:                  arn:aws:iam::000000000000:role/ManagedOpenShift-Worker-Role
Operator IAM Roles:
 - arn:aws:iam::000000000000:role/my-rosa-cluster-openshift-image-registry-installer-cloud-credentials
 - arn:aws:iam::000000000000:role/my-rosa-cluster-openshift-ingress-operator-cloud-credentials
 - arn:aws:iam::000000000000:role/my-rosa-cluster-openshift-cluster-csi-drivers-ebs-cloud-credentials
 - arn:aws:iam::000000000000:role/my-rosa-cluster-openshift-machine-api-aws-cloud-credentials
 - arn:aws:iam::000000000000:role/my-rosa-cluster-openshift-cloud-credential-operator-cloud-credential-oper
State:                      waiting (Waiting for OIDC configuration)
Private:                    No
Created:                    Oct 28 2021 20:28:09 UTC
Details Page:               https://console.redhat.com/openshift/details/s/1wupmiQy45xr1nN000000000000
OIDC Endpoint URL:          https://rh-oidc.s3.us-east-1.amazonaws.com/1mlhulb3bo0l54ojd0ji000000000000
...

NOTE: This will also create the required operator roles and OIDC provider. If you want to see all available options for your cluster use the --help flag or for interactive mode you can use --interactive.

The default settings are as follows:

  • 3 Master Nodes, 2 Infra Nodes, 2 Worker Nodes
    • See here for more details.
  • Region: As configured for the AWS CLI
  • Networking IP ranges:
    • Machine CIDR: 10.0.0.0/16
    • Service CIDR: 172.30.0.0/16
    • Pod CIDR: 10.128.0.0/14
  • The most recent version of OpenShift available to rosa
  • A single availability zone
  • Public cluster

Check installation status

You can run the following command to check the detailed status of the cluster:

rosa describe cluster --cluster <cluster-name>

Or you can run the following for an abridged view of the status:

rosa list clusters

You should notice the state change from “waiting” to “installing” to "ready". This will take about 40 minutes to run.

Once the state changes to “ready” your cluster is now installed.

Manual mode

As mentioned above if you want to be able to review the roles and policies created before applying them, you can use this manual method. Though it will require running a few extra commands to create the roles and policies.

In this section we will make use of the --interactive mode so that it will be easier to follow along, though feel free to use the default cluster creation command above if you'd like. See here for a description of the fields in this section.

Create account roles

  1. If this is the first time you are deploying ROSA in this account and have not yet created the account roles, then create the account-wide roles and policies, including Operator policies. This command will create the needed JSON files for the required roles and policies for your account in the current directory. This will also output the aws commands you need to run in order to create these objects.

    Run the following command to create the needed files and output the commands you need to run:

    rosa create account-roles --mode manual

    You will see an output like the following:

      I: All policy files saved to the current directory
    I: Run the following commands to create the account roles and policies:
    
    aws iam create-role \
    --role-name ManagedOpenShift-Worker-Role \
    --assume-role-policy-document file://sts_instance_worker_trust_policy.json \
    --tags Key=rosa_openshift_version,Value=4.8 Key=rosa_role_prefix,Value=ManagedOpenShift Key=rosa_role_type,Value=instance_worker
    
    aws iam put-role-policy \
    --role-name ManagedOpenShift-Worker-Role \
    --policy-name ManagedOpenShift-Worker-Role-Policy \
    --policy-document file://sts_instance_worker_permission_policy.json
    
    …
    
  2. If you look at the contents of your current directory you will see the new files created. We will be using the aws CLI to create each of these objects.

      $ ls
    openshift_cloud_credential_operator_cloud_credential_operator_iam_ro_creds_policy.json  sts_instance_controlplane_permission_policy.json
    openshift_cluster_csi_drivers_ebs_cloud_credentials_policy.json             sts_instance_controlplane_trust_policy.json
    openshift_image_registry_installer_cloud_credentials_policy.json            sts_instance_worker_permission_policy.json
    openshift_ingress_operator_cloud_credentials_policy.json                    sts_instance_worker_trust_policy.json
    openshift_machine_api_aws_cloud_credentials_policy.json                     sts_support_permission_policy.json
    sts_installer_permission_policy.json                                        sts_support_trust_policy.json
    sts_installer_trust_policy.json
    
  3. (Optional) If you'd like, you may open the files to review what you will be creating. For example if we open the sts_installer_permission_policy.json we can see:

      $ cat sts_installer_permission_policy.json
    {
    "Version": "2012-10-17",
    "Statement": [
    {
        "Effect": "Allow",
        "Action": [
            "autoscaling:DescribeAutoScalingGroups",
            "ec2:AllocateAddress",
            "ec2:AssociateAddress",
            "ec2:AssociateDhcpOptions",
            "ec2:AssociateRouteTable",
            "ec2:AttachInternetGateway",
            "ec2:AttachNetworkInterface",
            "ec2:AuthorizeSecurityGroupEgress",
            "ec2:AuthorizeSecurityGroupIngress",
            [...]
    

    You can also see these contents in the documentation.

  4. Execute the aws commands presented from the above step. You can copy and paste as long as you are in the same directory as the json files created.

Create the cluster

After all the aws commands have been executed successfully run the following command to begin the ROSA cluster creation in interactive mode:

rosa create cluster --interactive --sts

See here for a description of the fields below.

 

See this video with the full transcript here.

 

For the purpose of this tutorial please select the following values.

Cluster name: my-rosa-cluster
OpenShift version: <choose version>
External ID (optional): <leave blank>
Operator roles prefix: <accept default>
Multiple availability zones: No
AWS region: <choose region>
PrivateLink cluster: No
Install into an existing VPC: No
Enable Customer Managed key: No
Compute nodes instance type: m5.xlarge
Enable autoscaling: No
Compute nodes: 2
Machine CIDR: <accept default>
Service CIDR: <accept default>
Pod CIDR: <accept default>
Host prefix: <accept default>
Encrypt etcd data (optional): No
Disable Workload monitoring: No

You will see the following response along with the command to create this cluster in the future so that you don’t need to go through the interactive mode again.

  I: Creating cluster 'my-rosa-cluster'
I: To create this cluster again in the future, you can run:
rosa create cluster --cluster-name my-rosa-cluster --role-arn arn:aws:iam::000000000000:role/ManagedOpenShift-Installer-Role --support-role-arn arn:aws:iam::000000000000:role/ManagedOpenShift-Support-Role --master-iam-role arn:aws:iam::000000000000:role/ManagedOpenShift-ControlPlane-Role --worker-iam-role arn:aws:iam::000000000000:role/ManagedOpenShift-Worker-Role --operator-roles-prefix my-rosa-cluster --region us-west-2 --version 4.8.13 --compute-nodes 2 --machine-cidr 10.0.0.0/16 --service-cidr 172.30.0.0/16 --pod-cidr 10.128.0.0/14 --host-prefix 23
I: To view a list of clusters and their status, run 'rosa list clusters'
I: Cluster 'my-rosa-cluster' has been created.
I: Once the cluster is installed you will need to add an Identity Provider before you can login into the cluster. See 'rosa create idp --help' for more information.
Name:                       my-rosa-cluster
ID:                         1t6i760dbum4mqltqh6o000000000000
External ID:                
OpenShift Version:          
Channel Group:              stable
DNS:                        my-rosa-cluster.abcd.p1.openshiftapps.com
AWS Account:                000000000000
API URL:                    
Console URL:                
Region:                     us-west-2
Multi-AZ:                   false
Nodes:
 - Control plane:           3
 - Infra:                   2
 - Compute:                 2
Network:
 - Service CIDR:            172.30.0.0/16
 - Machine CIDR:            10.0.0.0/16
 - Pod CIDR:                10.128.0.0/14
 - Host Prefix:             /23
STS Role ARN:               arn:aws:iam::000000000000:role/ManagedOpenShift-Installer-Role
Support Role ARN:           arn:aws:iam::000000000000:role/ManagedOpenShift-Support-Role
Instance IAM Roles:
 - Control plane:           arn:aws:iam::000000000000:role/ManagedOpenShift-ControlPlane-Role
 - Worker:                  arn:aws:iam::000000000000:role/ManagedOpenShift-Worker-Role
Operator IAM Roles:
 - arn:aws:iam::000000000000:role/my-rosa-cluster-w7i6-openshift-ingress-operator-cloud-credentials
 - arn:aws:iam::000000000000:role/my-rosa-cluster-w7i6-openshift-cluster-csi-drivers-ebs-cloud-credentials
 - arn:aws:iam::000000000000:role/my-rosa-cluster-w7i6-openshift-cloud-network-config-controller-cloud-cre
 - arn:aws:iam::000000000000:role/my-rosa-cluster-openshift-machine-api-aws-cloud-credentials
 - arn:aws:iam::000000000000:role/my-rosa-cluster-openshift-cloud-credential-operator-cloud-credentia
 - arn:aws:iam::000000000000:role/my-rosa-cluster-openshift-image-registry-installer-cloud-credential
State:                      waiting (Waiting for OIDC configuration)
Private:                    No
Created:                    Jul  1 2022 22:13:50 UTC
Details Page:               https://console.redhat.com/openshift/details/s/2BMQm8xz8Hq5yEN000000000000
OIDC Endpoint URL:          https://rh-oidc.s3.us-east-1.amazonaws.com/1t6i760dbum4mqltqh6o000000000000

I: Run the following commands to continue the cluster creation:

    rosa create operator-roles --cluster my-rosa-cluster
    rosa create oidc-provider --cluster my-rosa-cluster

I: To determine when your cluster is Ready, run 'rosa describe cluster -c my-rosa-cluster'.
I: To watch your cluster installation logs, run 'rosa logs install -c my-rosa-cluster --watch'.

NOTE: The state will stay in “waiting” until the next two steps below are completed.

Create operator roles

We can see at the end of the output from the above step we are told exactly what we need to run next. These roles need to be created once per cluster. To create the roles run the following:

rosa create operator-roles --mode manual --cluster <cluster-name>

Run each of the aws commands presented.

You will see an output like the following with all the commands that need to be executed.

  I: Run the following commands to create the operator roles:

aws iam create-role \
    --role-name my-rosa-cluster-openshift-image-registry-installer-cloud-credentials \
    --assume-role-policy-document file://operator_image_registry_installer_cloud_credentials_policy.json \
    --tags Key=rosa_cluster_id,Value=1mkesci269png3tck000000000000000 Key=rosa_openshift_version,Value=4.8 Key=rosa_role_prefix,Value= Key=operator_namespace,Value=openshift-image-registry Key=operator_name,Value=installer-cloud-credentials

aws iam attach-role-policy \
    --role-name my-rosa-cluster-openshift-image-registry-installer-cloud-credentials \
    --policy-arn arn:aws:iam::000000000000:policy/ManagedOpenShift-openshift-image-registry-installer-cloud-creden
[...]

Create the OIDC provider

Run the following to create the OIDC provider:

rosa create oidc-provider --mode manual --cluster <cluster-name>

This will display the aws commands that you need to run. Run the commands like below:

I: Run the following commands to create the OIDC provider:

  $ aws iam create-open-id-connect-provider \
--url https://rh-oidc.s3.us-east-1.amazonaws.com/1mkesci269png3tckknhh0rfs2da5fj9 \
--client-id-list openshift sts.amazonaws.com \
--thumbprint-list a9d53002e97e00e043244f3d170d000000000000

$ aws iam create-open-id-connect-provider \
--url https://rh-oidc.s3.us-east-1.amazonaws.com/1mkesci269png3tckknhh0rfs2da5fj9 \
--client-id-list openshift sts.amazonaws.com \
--thumbprint-list a9d53002e97e00e043244f3d170d000000000000

Your cluster will then continue the installation process.

Check installation status

You can run the following command to check the detailed status of the cluster:

rosa describe cluster --cluster <cluster-name>

Or you can run the following for an abridged view of the status:

rosa list clusters

You should notice the state change from “waiting” to “installing” to "ready". This will take about 40 minutes to run.

Once the state changes to “ready” your cluster is now installed.

Obtain the console URL

To get the console URL, run:

rosa describe cluster -c <cluster-name> | grep Console

 

The cluster has now been successfully deployed.

In the next resource, we’ll cover the other option for deploying a cluster: using the console user-interface.

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