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Part 1: Setup

What Will You Do

This is Part 1 of a multi-part, self-paced quick start exercise. In this part, you will perform a few "one-time" tasks required for cluster provisioning and lifecycle management.

Step 1: Create Gateway

In this step you will provision a gateway VM in the vSphere environment. To facilitate the installation of Kubernetes clusters into private datacenters without a direct incoming connection from the management console, a gateway is necessary. Users can install the gateway by deploying an OVF in vSphere vCenter.

First, you will create the gateway resource in the console.

  • Navigate to a project in your Org
  • Select Infrastructure -> Gateway
  • Click "New Gateway"
  • Enter a name for the gateway
  • Click "Create"

Create Gateway

  • Click "View Details" of the newly created gateway.

The information in this screen will be needed to provision the gateway in vSphere.

Gateway Details

Next, you will deploy the gateway OVF in vSphere.

  • Navigate to your vCenter server
  • Right-click on the datacenter where the OVF is to be deployed
  • Select "Deploy OVF Template"
  • Copy and paste the OVA URL from the gateway details screen into the URL section of the wizard
  • Click "Next"

Deploy OVF

  • Click "Yes" for the source verification and proceed

Deploy OVF

  • Enter a "Virtual machine name" for the gateway VM
  • Select a folder location for the virtual machine to reside
  • Click "Next"

Deploy OVF

  • Select a compute resource to run the gateway VM
  • Click "Next"

Deploy OVF

  • Review the configuration details screen
  • Click "Next"

Deploy OVF

  • Select the storage location to store the gateway VM
  • Click "Next"

Deploy OVF

  • Select the network for the gateway VM Note: The network must have DHCP and allow access to the external controller

  • Click "Next"

Deploy OVF

Populate the template custimization screen. The following sections should be populated with the information from the Gateway details screen in the console

  • Bootstrap Repo URL
  • Gateway Agent ID
  • Gateway Token

If required, populate the proxy server information

  • Click "Next"

Deploy OVF

  • Review the configuration details
  • Click "Finish"

Deploy OVF

You can view the deployment progress in the "Recent Tasks" section

Deploy OVF

  • Once the gateway is deployed, Power on the VM

Step 2: Create Cloud Credentials

In this step, you will create a cloud credential. Cloud credentials provide privileges to programmatically interact with your vSphere vCenter so that the lifecycle of infrastructure associated with the vSphere clusters can be managed.

  • Navigate to your project
  • Select Infrastructure -> Cloud Credentials
  • Click "New Credential"
  • Enter a name for the credential
  • Select "Cluster Provisioning" for the type
  • Select "VSPHERE" for the provider
  • Select the previously created gateway
  • Enter the vCenter server URL (NOTE: Do NOT include the "https://" when entering the URL )
  • Enter the vCenter username for a user with the appropriate permissions
  • Enter the vCenter user password
  • Click "Save"

Create Credential

Step 3: Download RCTL (Optional)

If you plan on performing the remainder of this excercise using a declarative based approach, you will need to install the RCTL CLI.

The RCTL CLI allows you to programmatically interact with the controller enabling users to construct sophisticated automation workflows.

  • Login into your Org
  • Navigate to "My Tools" to download both the RCTL CLI and the "CLI Config" file
  • Initialize RCTL using the step-by-step instructions
  • Ensure you update your OS's Path environment variable for RCTL


At this point, you have everything setup and configured to provision a vSphere cluster.