Generic Pre-Install Checklist

To successfully install an OpenShift 4 cluster some pre-requisites are needed and some questions need to be answered before starting the installation. This page helps to be prepared for the cluster planning and installation.


Naming and DNS

DNS names are very important, changing them later is usually not possible or a huge amount of (error prone) work. Plan the following points carefully:

  • Base domain

Also have a look at DNS Scheme to get an idea how DNS records are handled.

Resource requirements

The main purpose of the cluster will be to run the users applications and these applications have specific resource requirements.

This needs to be taken into consideration when answering the following questions:

  • What kind of virtual machines will be needed to satisfy the resource requirements (vCPU / Memory) for running the user’s workload?

  • How many user application Pods will be scheduled (just an estimate)?

  • How many worker nodes will be needed?

  • How much room for failure and maintenance (n+1 redundancy) is needed?

Don’t go below the defined minimum requirements.

Further reference:


Collect the following information about the infrastructure:

  • What infrastructure will be used (which cloud)?

  • In which account will the cluster be installed? Gather the needed access credentials with sufficient rights.

Depending on what the infrastructure supports:

  • Which region and zone(s) will be used for the cluster?

  • Do the worker nodes have to be spread over multiple availability zones (AZ)?

Network requirements

If the default network settings don’t match the requirements, first answer the question "Is there really no way around using the default network settings?" - If the answer is no, prepare the following information:

  • What’s the IP subnet for the nodes?

  • Which IP network can be used for clusterNetwork (SDN)? Should be a /14.

  • Which IP network can be used for serviceNetwork? Should be a /16.

As this is a deviation from the defined default, it must be carefully designed and documented. A full network diagram is a requirement in this case.

Firewall requirements

Make sure the firewall requirements are met. See Configuring your firewall and VSHN Infrastructure - IP Addresses and Firewall Rules for more details.

Infrastructure specific Check-Lists

See the following infrastructure specific check-lists for further information: