Getting started

HyperShift is middleware for hosting OpenShift control planes at scale that solves for cost and time to provision, as well as portability across cloud service providers with strong separation of concerns between management and workloads. Clusters are fully compliant OpenShift Container Platform (OCP) clusters and are compatible with standard OCP and Kubernetes toolchains.

This guide will lead you through the process of creating a new hosted cluster. Throughout the instructions, shell variables are used to indicate values that you should adjust to your own environment.

Prerequisites

1. Install the HyperShift CLI (hypershift) using Go 1.19:

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   git clone https://github.com/openshift/hypershift.git cd hypershift make build sudo install -m 0755 bin/hypershift /usr/local/bin/hypershift

2. Admin access to an OpenShift cluster (version 4.12+) specified by the KUBECONFIG environment variable.
3. The OpenShift CLI (oc) or Kubernetes CLI (kubectl).
4. A valid pull secret file for the quay.io/openshift-release-dev repository.
5. An AWS credentials file with permissions to create infrastructure for the cluster.

6. A Route53 public zone for cluster DNS records. To create a public zone:

   1 2	BASE_DOMAIN=www.example.com aws route53 create-hosted-zone --name $BASE_DOMAIN --caller-reference $(whoami)-$(date --rfc-3339=date)

   Important

   To access applications in your guest clusters, the public zone must be routable. If the public zone exists, skip this step. Otherwise, the public zone will affect the existing functions.

7. An S3 bucket with public access to host OIDC discovery documents for your clusters. To create the bucket in us-east-1:

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   BUCKET_NAME=your-bucket-name aws s3api create-bucket --bucket $BUCKET_NAME aws s3api delete-public-access-block --bucket $BUCKET_NAME echo '{ "Version": "2012-10-17", "Statement": [ { "Effect": "Allow", "Principal": "*", "Action": "s3:GetObject", "Resource": "arn:aws:s3:::${BUCKET_NAME}/*" } ] }' | envsubst > policy.json aws s3api put-bucket-policy --bucket $BUCKET_NAME --policy file://policy.json

   To create the bucket in a region other than us-east-1:

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   BUCKET_NAME=your-bucket-name REGION=us-east-2 aws s3api create-bucket --bucket $BUCKET_NAME \ --create-bucket-configuration LocationConstraint=$REGION \ --region $REGION aws s3api delete-public-access-block --bucket $BUCKET_NAME echo '{ "Version": "2012-10-17", "Statement": [ { "Effect": "Allow", "Principal": "*", "Action": "s3:GetObject", "Resource": "arn:aws:s3:::${BUCKET_NAME}/*" } ] }' | envsubst > policy.json aws s3api put-bucket-policy --bucket $BUCKET_NAME --policy file://policy.json

Install HyperShift Operator

Install the HyperShift Operator into the management cluster, specifying the OIDC bucket, its region and credentials to access it (see Prerequisites):

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REGION=us-east-1
BUCKET_NAME=your-bucket-name
AWS_CREDS="$HOME/.aws/credentials"

hypershift install \
  --oidc-storage-provider-s3-bucket-name $BUCKET_NAME \
  --oidc-storage-provider-s3-credentials $AWS_CREDS \
  --oidc-storage-provider-s3-region $REGION \
  --enable-defaulting-webhook true

Create a Hosted Cluster

Create a new hosted cluster, specifying the domain of the public zone provided in the Prerequisites:

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REGION=us-east-1
CLUSTER_NAME=example
BASE_DOMAIN=example.com
AWS_CREDS="$HOME/.aws/credentials"
PULL_SECRET="$HOME/pull-secret"

hypershift create cluster aws \
  --name $CLUSTER_NAME \
  --node-pool-replicas=3 \
  --base-domain $BASE_DOMAIN \
  --pull-secret $PULL_SECRET \
  --aws-creds $AWS_CREDS \
  --region $REGION \
  --generate-ssh

After a few minutes, check the hostedclusters resources in the clusters namespace and when ready it will look similar to the following:

oc get --namespace clusters hostedclusters
NAME      VERSION   KUBECONFIG                 PROGRESS    AVAILABLE   PROGRESSING   MESSAGE
example   4.12.0    example-admin-kubeconfig   Completed   True        False         The hosted control plane is available

oc get nodepools --namespace clusters
NAME                 CLUSTER   DESIRED NODES   CURRENT NODES   AUTOSCALING   AUTOREPAIR   VERSION   UPDATINGVERSION   UPDATINGCONFIG   MESSAGE
example-us-east-1a   example   2               2               False         False        4.12.0

Eventually the cluster's kubeconfig will become available and can be printed to standard out using the hypershift CLI:

hypershift create kubeconfig

Create Additional NodePools

Create additional NodePools for a cluster by specifying a name, number of replicas and additional information such as instance type.

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NODEPOOL_NAME=${CLUSTER_NAME}-work
INSTANCE_TYPE=m5.2xlarge
NODEPOOL_REPLICAS=2

hypershift create nodepool aws \
  --cluster-name $CLUSTER_NAME \
  --namespace clusters \
  --name $NODEPOOL_NAME \
  --node-count $NODEPOOL_REPLICAS \
  --instance-type $INSTANCE_TYPE

Check the status of the NodePool by listing nodepool resources in the clusters namespace:

oc get nodepools --namespace clusters

Scale a NodePool

Manually scale a NodePool using the oc scale command:

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NODEPOOL_NAME=${CLUSTER_NAME}-work
NODEPOOL_REPLICAS=5

oc scale nodepool/$NODEPOOL_NAME \
  --namespace clusters \
  --replicas=$NODEPOOL_REPLICAS

Delete a Hosted Cluster

To delete a Hosted Cluster:

hypershift destroy cluster aws \
  --name $CLUSTER_NAME \
  --aws-creds $AWS_CREDS