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OpenShift Install & Configurations using OKD in (Bare Metal / UPI / AWS)

Here is the latest, step-by-step complete guide to install and configure OKD β€” the open-source version of OpenShift β€” along with an introduction to what OKD is.


🧩 What is OKD?

FeatureDescription
NameOKD (Origin Community Distribution of Kubernetes)
Relation to OpenShiftUpstream open-source version of Red Hat OpenShift
Core ComponentsKubernetes + CRI-O + Podman + Operators + OpenShift Console
Latest Version (2025)OKD 4.14 (matching OpenShift 4.14)
Supported OSFedora CoreOS (FCOS), RHEL CoreOS
Deployment ModesIPI (Installer-Provisioned Infrastructure), UPI (User-Provisioned Infra)
LicenseApache 2.0 / Open Source (Free to use)
Ideal ForOpen-source adopters, self-managed clusters, testing advanced OpenShift

βœ… OKD Installation Methods (Summary)

MethodPlatformAutomationUse Case
IPIAWS, GCP, Azure, vSphereβœ… YesQuick cloud installation with automation
UPIBare metal, custom VMs⚠️ ManualOn-premise or custom infrastructure
CRCLocal VM (dev only)βœ… Single-nodeDeveloper test environments

πŸš€ Step-by-Step Guide: OKD 4.14 Installation (Bare Metal / UPI)

πŸ“¦ We’ll install OKD 4.14 using the UPI (User-Provisioned Infrastructure) method on bare metal or custom virtual machines.


πŸ› οΈ 1. System Prerequisites

RequirementDescription
OSFedora CoreOS (OKD requires FCOS)
MachinesBootstrap, Master(s), Worker(s)
RAM per Master16 GB+
CPU per Master4+ cores
Disk per Node100 GB+ SSD
DNS + DHCPRequired
Internet AccessRequired (or mirror registry for offline)

πŸ“₯ 2. Download OKD Tools

πŸ”— Download links:

Download:

  • openshift-install binary
  • oc CLI binary
  • Fedora CoreOS ISO and PXE images

πŸ” 3. Generate Install Config

./openshift-install create install-config --dir=okd-cluster

This prompts:

  • Base domain (e.g., example.com)
  • Cluster name (e.g., okd)
  • Pull secret (use OKD-specific or fake secret for community)
  • Platform (select β€œnone” for bare metal/UPI)
  • SSH key (for connecting to nodes)

This generates: install-config.yaml


🧾 4. Create Ignition Files

./openshift-install create ignition-configs --dir=okd-cluster

This creates:

  • bootstrap.ign
  • master.ign
  • worker.ign

πŸ’½ 5. Provision Fedora CoreOS Nodes

Use ISO or PXE to boot machines and provide the proper ignition file via kernel arguments:

coreos.inst.install_dev=/dev/sda
coreos.inst.image_url=<FCOS Live ISO URL>
coreos.inst.ignition_url=http://<http_server>/bootstrap.ign

Set up:

  • 1x Bootstrap node (use bootstrap.ign)
  • 3x Master nodes (use master.ign)
  • N x Worker nodes (use worker.ign)

🌐 6. Set Up Networking (DNS, DHCP, Load Balancer)

DNS records (for base domain):

RecordTypeTarget
api.okd.example.comALB for port 6443 (API)
*.apps.okd.example.comALB for ports 80/443 (apps)
api-int.okd.example.comAInternal API
etcd-0.okd.example.comAetcd master 0

Load Balancer Ports:

  • API: 6443
  • Machine Config Server: 22623
  • Ingress (apps): 80, 443

πŸ›‘ 7. Wait for Bootstrap Completion

Run:

./openshift-install wait-for bootstrap-complete --dir=okd-cluster --log-level=info

When done:

  • Shutdown the bootstrap node

🎯 8. Finish Cluster Installation

Run:

./openshift-install wait-for install-complete --dir=okd-cluster

You’ll get:

  • Web Console URL: https://console-openshift-console.apps.okd.example.com
  • Admin credentials (stored in auth/kubeadmin-password)

πŸ§ͺ 9. Login and Validate

Login via CLI:

oc login -u kubeadmin -p <password> https://api.okd.example.com:6443

Access Web UI and verify that all nodes are healthy, and cluster is Ready.


🧹 Optional: Post-Install Tasks

TaskDescription
Add usersUse HTPasswd or OAuth identity providers
Install OperatorsFrom OperatorHub
Set up storageConfigure RWX or RWO PVCs
Create projects/namespacesFor apps and workloads
Monitor clusterUse built-in Prometheus + Grafana stack

πŸ”„ Alternative: OKD IPI on AWS (Auto Infra)

OKD supports IPI (auto-provision) on AWS:

./openshift-install create cluster --dir=okd-aws
  • Set platform: aws
  • Must configure AWS credentials

πŸ“Œ Where to Learn More


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