[OSDOCS-15316]: Creating a hosted cluster on bare metal #96275

lahinson · 2025-07-17T16:52:04Z

Version(s): 4.17+

Issue: https://issues.redhat.com/browse/OSDOCS-15316

Link to docs preview:

Creating an infrastructure environment: https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-deploy/hcp-deploy-bm.html#hcp-bm-create-infra
Creating a hosted cluster on bare metal: https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-deploy/hcp-deploy-bm.html#hcp-bm-create-hc
Creating a hosted cluster on IBM Power: https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-deploy/hcp-deploy-ibm-power#hcp-bm-create-hc-ibm-power
Creating a hosted cluster on IBM Z: https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-deploy/hcp-deploy-ibmz#hcp-bm-create-hc-ibm-z

QE review:

QE has approved this change.

Additional information:

modules/hcp-bm-infraenv.adoc

ocpdocs-previewbot · 2025-07-17T17:18:34Z

🤖 Tue Jul 29 18:29:34 - Prow CI generated the docs preview:

https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-deploy/hcp-deploy-bm.html
https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-deploy/hcp-deploy-ibm-power.html
https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-deploy/hcp-deploy-ibmz.html
https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-deploy/hcp-deploy-non-bm.html
https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-manage/hcp-manage-bm.html
https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-manage/hcp-manage-non-bm.html
https://96275--ocpdocs-pr.netlify.app/openshift-enterprise/latest/hosted_control_planes/hcp-manage/hcp-manage-virt.html

modules/hcp-bm-hc.adoc

hosted_control_planes/hcp-deploy/hcp-deploy-ibm-power.adoc

hosted_control_planes/hcp-deploy/hcp-deploy-ibmz.adoc

racedo · 2025-07-21T08:34:17Z

modules/hcp-bm-hc.adoc

@@ -20,6 +20,8 @@ As you create a hosted cluster, keep the following guidelines in mind:

 - The most common service publishing strategy is to expose services through a load balancer. That strategy is the preferred method for exposing the Kubernetes API server. If you create a hosted cluster by using the web console or by using {rh-rhacm-title}, to set a publishing strategy for a service besides the Kubernetes API server, you must manually specify the `servicePublishingStrategy` information in the `HostedCluster` custom resource.


We suggest to use a load balancer but by default with the hcp create agent command the bare metal hosted clusters are created with node port: we should indicate this here. We also should explain how to change the servicePublishingStrategy in the section to create bare metal hosted clusters as otherwise we leave this for the user to research with not even references to where. @jparrill ptal

I updated the wording here, but I still need help to describe what users should do to change the servicePublishingStrategy. I've asked Juan for the details.

Hey @lahinson we have all the related doc to ServicePublishingStrategy in here.

If a user want to deploy an Agent HostedCluster using as a ServicePublishingStrategy the LoadBalancer, they would need to modify in the web console this part:

spec: ... ... services: - service: APIServer servicePublishingStrategy: type: LoadBalancer ... ...

Note that this is only customizable before deployment, that could not be changed in day-2.

So if users can't pass the service publishing strategy to the command hcp create cluster agent and it must be set before running it, how do we connect the two?

racedo

Add information about changing publishing strategy to recommended one for bare metal (load balancer) and explain it's not the default one

modules/hcp-bm-hc.adoc

modules/hcp-bm-add-nodes-to-inventory.adoc

modules/hcp-bm-hc.adoc

racedo · 2025-07-25T08:35:44Z

modules/hcp-bm-add-nodes-to-inventory.adoc

+  -n <namespace_example> get infraenv hosted
+----
+
+. Create `BareMetalHost` objects by adding the following content to a YAML file:


There are two options to get the hosts added:

BMHs, as described here, which the booting and adding to the InfraEnv are 100% automated by the bare metal operator (metal3).

Obtain the discovery ISO from the InfraEnv and boot the hosts manually, which is also supported and sometimes the only way (hosts that don't work with Redfish, hosts that don't have their BMCs configured, environments where the BMC network access is restricted, and other reasons).

We should document 2 along with this method for clarity.

@racedo Would it be accurate to distinguish between the two methods by dividing this step like this?
"If you use the Metal3 Operator, create the BMHs as follows..." and "If you do not use the Metal3 Operator, obtain the discovery ISO from the InfraEnv and boot the hosts manually, as follows..."

racedo

Add comment to explain booting hosts from discovery ISO.

modules/hcp-bm-add-nodes-to-inventory.adoc

racedo

Request to add content for adding InfraEnv via UI.

lahinson · 2025-07-25T18:22:36Z

modules/hcp-bm-add-nodes-to-inventory.adoc

+:_mod-docs-content-type: PROCEDURE
+[id="hcp-bm-add-nodes-to-inventory_{context}"]
+= Creating an infrastructure environment and adding nodes
+


I based this file on information that I found in the following lab exercise: https://labs.sysdeseng.com/hypershift-baremetal-lab/4.18/adding-bm-to-hw-inventory.html

If any of the information in this file should change, please let me know.

modules/hcp-bm-add-nodes-to-inventory.adoc

lahinson · 2025-07-25T18:25:24Z

modules/hcp-bm-create-infra-console.adoc

+
+. Click **Infrastructure -> Host inventory -> Create infrastructure environment**.
+
+. After you create the infrastructure environment, add bare-metal hosts from within the InfraEnv view by clicking **Add hosts -> With BMC**.


I would appreciate it if someone could verify that the user-interface elements that we're mentioning here actually match the UI.

racedo

obtain discovery iso for non-metal3 workflow

racedo

node approval feedback

modules/hcp-bm-add-nodes-to-inventory.adoc

racedo

approval process feedback

openshift-ci · 2025-07-29T18:31:03Z

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[OSDOCS-15316]: Creating a hosted cluster on bare metal

4c2b9b7

lahinson force-pushed the osdocs-15316-hcp-bm-improvements branch from 368551f to 4c2b9b7 Compare July 29, 2025 18:02

		@@ -20,6 +20,8 @@ As you create a hosted cluster, keep the following guidelines in mind:

		- The most common service publishing strategy is to expose services through a load balancer. That strategy is the preferred method for exposing the Kubernetes API server. If you create a hosted cluster by using the web console or by using {rh-rhacm-title}, to set a publishing strategy for a service besides the Kubernetes API server, you must manually specify the `servicePublishingStrategy` information in the `HostedCluster` custom resource.


		. Click Infrastructure -> Host inventory -> Create infrastructure environment.

		. After you create the infrastructure environment, add bare-metal hosts from within the InfraEnv view by clicking Add hosts -> With BMC.

[OSDOCS-15316]: Creating a hosted cluster on bare metal #96275

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