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@skopacz1 skopacz1 commented May 20, 2025

OSDOCS-14725

Version(s): 4.20+

This PR adds a streamlined and opinionated installation method for users who want a simplified way of installing a cluster mainly for virtualization.

QE review:

  • QE has approved this change.

Preview: Installing a cluster without an external registry

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openshift-ci-robot commented May 20, 2025

@skopacz1: This pull request references OSDOCS-14725 which is a valid jira issue.

Warning: The referenced jira issue has an invalid target version for the target branch this PR targets: expected the story to target the "4.20.0" version, but no target version was set.

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OSDOCS-14725

Version(s): 4.19+

This PR adds a streamlined and opinionated installation method for users who want a simplified way of installing a cluster mainly for virtualization.

QE review:

  • QE has approved this change.

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@openshift-ci-robot openshift-ci-robot added the jira/valid-reference Indicates that this PR references a valid Jira ticket of any type. label May 20, 2025
@openshift-ci openshift-ci bot added the size/L Denotes a PR that changes 100-499 lines, ignoring generated files. label May 20, 2025
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ocpdocs-previewbot commented May 20, 2025

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openshift-ci-robot commented May 20, 2025

@skopacz1: This pull request references OSDOCS-14725 which is a valid jira issue.

Warning: The referenced jira issue has an invalid target version for the target branch this PR targets: expected the story to target the "4.20.0" version, but no target version was set.

Details

In response to this:

OSDOCS-14725

Version(s): 4.19+

This PR adds a streamlined and opinionated installation method for users who want a simplified way of installing a cluster mainly for virtualization.

QE review:

  • QE has approved this change.

Preview: Installing an OpenShift Virtualization Engine cluster

Instructions for interacting with me using PR comments are available here. If you have questions or suggestions related to my behavior, please file an issue against the openshift-eng/jira-lifecycle-plugin repository.


The following procedures describe a streamlined method to install a {ove-first} cluster that requires less planning and configuration compared to other installation methods.

:FeatureName: Installing an {ove} cluster using this method
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I have no idea what type of official name this feature has 🤷‍♂️

So this is just a placeholder for now

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Otherwise, a default value is selected.

.. Enter an IP address in the *API IP* field.
An API IP provides an endpoint for all users to interact with, and configure the platform.

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Note: VIPS are not always required, it depends on the network type

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Should I document this as an Optional step, in that case? As-is, this is written as something that all users need to add

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I don't think this page is any different from the SaaS one (cc @rawagner to make me honest), so in such case you could reuse the same approach for documenting it I guess

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You are correct @andfasano

[id="next-steps_{context}"]
== Next steps

After a successful cluster installation, you can take the following next steps to prepare your cluster to run virtualized workloads:

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I'm not an expert here, so leaving to @tiraboschi and @dominikholler for more useful comments :) .
Btw, not sure if you could directly point to some already existing docs for OVE, though

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Happy to add or remove any links in this section. That said, I think the OVE docs are a little bare at the moment.

[id="virt-installing-ove-console_{context}"]
= Configuring the cluster installation from the web console

Once the machines have been booted from the ISO image and the rendezvous node has been selected, configure the rest of the cluster installation from the web console.

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As mentioned before, I think the workflow it's just one, it's just the inherent parallelism of the process that could give the impression of having multiple ways to do that - but it's not: the system has been designed to make the order irrelevant (see also the comment on the warning message on the TUI for example) to make the life simpler for the end user, so IMHO by sticking to one specific path we could lose the aforementioned flexibity

Otherwise, a default value is selected.

.. Enter an IP address in the *API IP* field.
An API IP provides an endpoint for all users to interact with, and configure the platform.

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I don't think this page is any different from the SaaS one (cc @rawagner to make me honest), so in such case you could reuse the same approach for documenting it I guess


The following procedures describe a streamlined method to install a {ove-first} cluster that requires less planning and configuration compared to other installation methods.

:FeatureName: Installing an {ove} cluster using this method
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Topics:
- Name: Preparing your cluster
File: preparing-cluster-for-virt
- Name: Installing an OpenShift Virtualization Engine cluster

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Suggested change
- Name: Installing an OpenShift Virtualization Engine cluster
- Name: Installing an OpenShift Virtualization Engine cluster in a disconnected environment

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I am guessing that we will try to move away from wording that includes OVE in it, but in the meantime I can clarify the disconnected environment part until we land a particular name for this procedure/feature

. In the *Rendezvous node IP selection* menu, select an IP address from the list to use as the rendezvous node IP address and select *Continue*.
Make note of this address for later use.

. Wait for the rendezvous node to provide a URL for finishing the installation and save the URL for later use. No newline at end of file

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Suggested change
. Wait for the rendezvous node to provide a URL for finishing the installation and save the URL for later use.
. Wait for the rendezvous node to provide a URL for finishing the installation and save the URL (shown in the terminal) for later use.

Could maybe be useful to show an example here?

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Sure, if you mean a screenshot then would you mind providing a decent quality screen capture?

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Sure I'll send you one


. Configure the cluster networking on the *Networking* page:

.. Optional: Select a machine network from the dropdown menu of the *Machine network* field.

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This section still looks a bit confusing to me. In the Networking page by default the Cluster-managed Networking is select:
image

With this option, the user is required to enter the API and Ingress vips,as well as the stack type.

Instead, by selecting User-Managed Networking option does not have to specify anything:
image

Note that the Use advanced networking and SSH public key fields are always (optionally) available in both the cases.

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I did not know this was how the UI worked, let me try to rewrite this section to account for these two options.

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The branch/enterprise-4.20 label has been added to this PR.

This is because your PR targets the main branch and is labeled for enterprise-4.19. And any PR going into main must also target the latest version branch (enterprise-4.20).

If the update in your PR does NOT apply to version 4.20 onward, please re-target this PR to go directly into the appropriate version branch or branches (enterprise-4.x) instead of main.

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@skopacz1 not sure if a refresh would be required, but IINW the preview link seems to show yet the older version?

@skopacz1 skopacz1 changed the title OSDOCS-14725: OVE install method OSDOCS#14725: OVE install method Sep 4, 2025
@openshift-ci-robot openshift-ci-robot removed the jira/valid-reference Indicates that this PR references a valid Jira ticket of any type. label Sep 4, 2025
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@skopacz1: No Jira issue is referenced in the title of this pull request.
To reference a jira issue, add 'XYZ-NNN:' to the title of this pull request and request another refresh with /jira refresh.

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In response to this:

OSDOCS-14725

Version(s): 4.19+

This PR adds a streamlined and opinionated installation method for users who want a simplified way of installing a cluster mainly for virtualization.

QE review:

  • QE has approved this change.

Preview: Installing an OpenShift Virtualization Engine cluster

Instructions for interacting with me using PR comments are available here. If you have questions or suggestions related to my behavior, please file an issue against the openshift-eng/jira-lifecycle-plugin repository.

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The branch/enterprise-4.21 label has been added to this PR.

This is because your PR targets the main branch and is labeled for enterprise-4.20. And any PR going into main must also target the latest version branch (enterprise-4.21).

If the update in your PR does NOT apply to version 4.21 onward, please re-target this PR to go directly into the appropriate version branch or branches (enterprise-4.x) instead of main.

@skopacz1 skopacz1 force-pushed the OSDOCS-14725 branch 2 times, most recently from 5cf3f28 to 0385e66 Compare December 4, 2025 21:16
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/lgtm

@openshift-ci openshift-ci bot added the lgtm Indicates that a PR is ready to be merged. label Dec 12, 2025
@openshift-ci openshift-ci bot removed the lgtm Indicates that a PR is ready to be merged. label Dec 12, 2025
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New changes are detected. LGTM label has been removed.

@skopacz1 skopacz1 added do-not-merge/hold Indicates that a PR should not merge because someone has issued a /hold command. merge-review-needed Signifies that the merge review team needs to review this PR labels Dec 12, 2025
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/label merge-review-in-progress

@openshift-ci openshift-ci bot added the merge-review-in-progress Signifies that the merge review team is reviewing this PR label Dec 15, 2025
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Just a few minor suggestions, but nothing merge blocking (other than perhaps getting ahead of the DITA migration issues)

[id="virt-installing-ove-advantages_{context}"]
= Installation method advantages

This method has the following advantages for users who want to install a cluster primarily to run virtualized workloads using {VirtProductName}:
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Out of scope for merge review, but there are references to "this method" throughout, that it would be better to clarify what "this method" is. Especially something like at the beginning of this module, which doesn't have prior context set.

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It's tough because it's a PM decision to specifically not create a new name for this feature, and it's different enough from the normal Agent-based Installer workflow (because it has a full blown UI and other things) that it feels wrong to call it just an Agent installation (to be honest it's still more debatable whether this is even more of an Agent installer thing or an Assisted Installer thing). I can think about this some more after this gets merged, to see if there's some happy medium

[id="virt-installing-ove-advantages_{context}"]
= Installation method advantages

This method has the following advantages for users who want to install a cluster primarily to run virtualized workloads using {VirtProductName}:
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Since this is new content, it would be good to try to get all files to have proper short descriptions, so you don't have to come back later and do it. Some of the first paras in some of the files would be fine short descriptions, but this one wouldn't, since it leads into below text with a colon

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Ah right I forgot that modules need this as well, I can try to write up short descriptions.


. Click *Next* to continue.

. If you will manage your own networking, select the *User-Managed Networking* option on the *Networking* page.
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Out of scope for merge review, but there are lots of future tense will's in here that could likely be adjusted


. On the *Review and create* page, review all of the cluster details and click *Install cluster* to initiate the cluster installation.

During the installation process, the rendezvous node reboots and the console you used to configure the installation is no longer accessible.
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Same about making this DITA compliant. Info after the procedure steps have completed won't be supported in DITA. Consider adjusting that now as necessary to avoid having to come back and fix later

====

.. Enter your pull secret in the *Pull secret* field.
You can obtain a copy of your pull secret link:https://console.redhat.com/openshift/install/pull-secret[here].
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Out of scope for merge review, but "here" as the link text is against style guide recommendations. Link text should be descriptive of the page it's taking you to

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Feedback about unclear docs is always in scope to me!

.. Optional: In the *Number of control plane nodes* field, select the number of control plane nodes for your installation from the dropdown menu.
The default value is `3`.

.. Optional: Select the *include custom manifests* checkbox if you want to upload custom manifests to further configure your cluster.
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Should "Include" be capitalized here like in the important block below?

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Great catch, it is in fact capitalized in the UI

@bergerhoffer bergerhoffer added ok-to-merge and removed merge-review-in-progress Signifies that the merge review team is reviewing this PR merge-review-needed Signifies that the merge review team needs to review this PR labels Dec 15, 2025
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openshift-ci bot commented Dec 16, 2025

@skopacz1: all tests passed!

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@skopacz1 skopacz1 removed the do-not-merge/hold Indicates that a PR should not merge because someone has issued a /hold command. label Dec 18, 2025
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