HCIDOCS-651-followup: Oracle Cloud C3 finalizing

installing/installing_oci/installing-c3-assisted-installer.adoc

@@ -6,44 +6,37 @@ include::_attributes/common-attributes.adoc[]
 
 toc::[]
 
-With {oci-c3} (C3), you can run applications and middleware by using {oci-first} services on high performance cloud infrastructure in your data center. 
+With {oci-c3}, you can run applications and middleware by using {oci-first} services on high performance cloud infrastructure in your data center. 
 
 // Overview
 include::modules/c3-assisted-installer-overview.adoc[leveloffset=+1]
 
 // Preparing the Bastian server
 include::modules/c3-assisted-installer-preparing-bastion-server.adoc[leveloffset=+1]
 
+// Copying the Terraform scripts onto the Bastian server
+include::modules/c3-assisted-installer-copying-scripts.adoc[leveloffset=+1]
+
 // Terraform script execution - part 1
 include::modules/c3-assisted-installer-running-script-via-home.adoc[leveloffset=+1]
 
-// Preparing the OpenShift image
-[id="c3-assisted-installer-preparing-image_{context}"]
-== Preparing the {oci} image 
-
-Generate the {product-title} ISO image in the {ai-full} on the Red{nbsp}Hat portal. Then, convert the image to an {oci-first-no-rt} compatible image and upload it to the *Custom Images* page of your {oci-c3-no-rt} environment. 
-
-You can generate, convert and upload the image on your laptop and not on the bastion server or within environments such as Oracle Solution Center. 
-
-include::modules/c3-assisted-installer-preparing-image-generating.adoc[leveloffset=+2]
+// Generating the OpenShift image
+include::modules/c3-assisted-installer-preparing-image-generating.adoc[leveloffset=+1]
 
-include::modules/c3-assisted-installer-preparing-image-converting.adoc[leveloffset=+2]
+// Converting and uploading the image
+include::modules/c3-assisted-installer-preparing-image-converting.adoc[leveloffset=+1]
 
 // Terraform script execution - part 2
 include::modules/c3-assisted-installer-running-script-via-region.adoc[leveloffset=+1]
 
-// Completing the installation
-
-[id="c3-ai-completing-installation_{context}"]
-== Completing the installation by using the {ai-full} web console
-
-After you configure the infrastructure, the instances are now running and are ready to be registered with{nbsp}Red Hat. 
-
-include::modules/c3-assisted-installer-completing-installation-nodes.adoc[leveloffset=+2]
+//completing installation - adding roles to nodes
+include::modules/c3-assisted-installer-completing-installation-nodes.adoc[leveloffset=+1]
 
-include::modules/c3-assisted-installer-completing-installation-networking.adoc[leveloffset=+2]
+//completing installation - configuring networking
+include::modules/c3-assisted-installer-completing-installation-networking.adoc[leveloffset=+1]
 
-include::modules/c3-assisted-installer-completing-installation-manifests.adoc[leveloffset=+2]
+//completing installation - uploading custom manifests
+include::modules/c3-assisted-installer-completing-installation-manifests.adoc[leveloffset=+1]
 
 // Opening the cluster
 include::modules/c3-assisted-installer-opening-cluster.adoc[leveloffset=+1]

modules/c3-assisted-installer-completing-installation-manifests.adoc

@@ -4,7 +4,7 @@
 
 :_mod-docs-content-type: PROCEDURE
 [id="c3-ai-completing-installation-manifests_{context}"]
-= Adding custom manifests
+= Adding custom manifests in the Red{nbsp}Hat {ai-full}
 
 Create, modify, and upload the four mandatory custom manifests provided by Oracle.
 
@@ -20,11 +20,13 @@ Create, modify, and upload the four mandatory custom manifests provided by Oracl
 
 .Prerequisites
 
-* Prepare the custom manifests. For details, see step 8 in the "Install the Cluster using the RH Assisted Installer UI" section of the link:https://www.oracle.com/a/otn/docs/compute_cloud_at_customer_assisted_installer.pdf?source=:em:nl:mt::::PCATP[Oracle documentation].
+* You have created the custom manifests. For details, see step 8 in the "Install the Cluster using the RH Assisted Installer UI" section of the link:https://www.oracle.com/a/otn/docs/compute_cloud_at_customer_assisted_installer.pdf?source=:em:nl:mt::::PCATP[Oracle documentation].
+
+* You have added NTP sources to failed hosts on the *Networking* page of the {ai-full} wizard.
 
 .Procedure
 
-. Navigate to the *Custom manifests* page.
+. In the {ai-full} wizard, navigate to the *Custom manifests* page.
 
 . Upload and save the `oci-ccm.yml` and `oci-csi.yml` manifest files:
 
@@ -36,7 +38,7 @@ Create, modify, and upload the four mandatory custom manifests provided by Oracl
 
 .. Select the *oci-ccm.yml* file from the `C3/custom_ manifest_C3/manifests` folder.
 
-.. Click *Add another manifest* and repeat the previous substeps for the `oci-csi.yml` file.
+.. Click *Add another manifest*. Then repeat the previous substeps for the `oci-csi.yml` file.
 
 . Upload and save the `machineconfig-ccm.yml` and `machineconfig-csi.yml` manifest files:
 
@@ -50,7 +52,7 @@ Create, modify, and upload the four mandatory custom manifests provided by Oracl
 
 .. Select the *machineconfig-ccm.yml* file from the `C3/custom_ manifest_C3/openshift` folder.
 
-.. Click *Add another manifest* and repeat the previous substeps for the `machineconfig-csi.yml` file.
+.. Click *Add another manifest*. Then repeat the previous substeps for the `machineconfig-csi.yml` file.
 
 . Click *Next* to save the custom manifests.
 

modules/c3-assisted-installer-completing-installation-networking.adoc

@@ -4,16 +4,22 @@
 
 :_mod-docs-content-type: PROCEDURE
 [id="c3-ai-completing-installation-networking_{context}"]
-= Configuring networking
+= Configuring networking in the Red{nbsp}Hat {ai-full}
 
 On the *Networking* page, add the NTP sources for any hosts that display the `Some validations failed` status.
 
+.Prerequisites
+
+* You have deleted the disconnected hosts on the *Host discovery* page of the {ai-full} wizard.
+
 .Procedure
 
+. In the {ai-full} wizard, navigate to the *Networking* page.
+
 . In the *Host inventory* table, click the *Some validations failed* link for each host displaying this status.
 
 . Click *Add NTP sources*, and then add the IP address `169.254.169.254` for one of the nodes. 
 
-. Wait for 2 - 3 minutes until all the *Some validations failed* indicators disappear. 
+. Wait for 2 - 3 minutes until all of the *Some validations failed* indicators disappear. 
 
 . Select *Next*.

modules/c3-assisted-installer-completing-installation-nodes.adoc

@@ -4,21 +4,27 @@
 
 :_mod-docs-content-type: PROCEDURE
 [id="c3-ai-completing-installation-nodes_{context}"]
-= Assigning node roles
+= Assigning roles to nodes in the Red{nbsp}Hat {ai-full}
 
-If the Terraform scripts completed successfully, twelve hosts are now listed for the cluster. Three control plane hosts and three compute hosts have the status "Disconnected". Three control plane hosts and three compute hosts have the status "Insufficient". 
+After you configure the infrastructure, the instances are now running and are ready to be registered with{nbsp}Red Hat. 
 
-Delete the disconnected hosts and assign roles to the remaining hosts. 
+If the Terraform scripts completed successfully, the installation process lists twelve hosts for the cluster. Three control plane hosts and three compute hosts have the status "Disconnected". Three control plane hosts and three compute hosts have the status "Insufficient". 
+
+Delete the disconnected hosts and assign roles to the remaining hosts.
+
+.Prerequisites
+
+* You have created all infrastructure resources by running the Terraform script via the {oci-c3-short} region.
 
 .Procedure
 
 . From the link:https://console.redhat.com/openshift/assisted-installer/clusters[{ai-full} web console], select the cluster and navigate to the *Host discovery* page. 
 
-. Delete the six hosts with a "Disconnected" status, by clicking the option button for each host and selecting *Remove host*. The status of the remaining hosts changes from "Insufficient" to "Ready". This process can take up to three minutes.
+. Delete the six hosts with a "Disconnected" status by clicking the option button for each host and selecting *Remove host*. The status of the remaining hosts changes from "Insufficient" to "Ready". This process can take up to three minutes.
 
-. From the *Role* column, assign the *Control plane* role to the three nodes with a boot size of 1.10 TB. Assign the *Worker* role to the three nodes with boot size of 100 GB. 
+. From the *Role* column, assign the *Control plane* role to the three nodes with a boot size of 1.10 TB. Assign the *Worker* role to the three nodes with a boot size of 100 GB. 
 
-. Rename any hosts with a name shorter than 63 characters, by clicking the option button for the host and selecting *Change hostname*. Otherwise the cluster installation will fail. 
+. Rename any hosts with a name shorter than 63 characters by clicking the option button for the host and selecting *Change hostname*. Otherwise the cluster installation will fail. 
 
 . Click *Next*. 
 

modules/c3-assisted-installer-copying-scripts.adoc

@@ -0,0 +1,29 @@
+// Module included in the following assemblies:
+//
+// * installing/installing_oci/installing-c3-assisted-installer.adoc
+
+:_mod-docs-content-type: PROCEDURE
+[id="c3-ai-copying-scripts_{context}"]
+= Copying the Terraform scripts onto the bastion server in {oci-c3-no-rt}
+
+The bastion host is used to run two Terraform scripts:
+
+* `createInfraResources.tf` - Builds IAM Resources in the {oci} Home region of the {oci-c3-short} system (two Dynamic Groups and one Policy).
+
+* `terraform.tfvars` - Builds the infrastructure resources on the {oci-c3-short} system to support the {product-title} cluster. The script includes all the resources needed to activate the control plane nodes and compute nodes that form a cluster. 
+
+Copy the `createInfraResources.tf` and `terraform.tfvars` scripts onto the bastion server. 
+
+.Prerequisites
+
+* You have prepared the bastion server in the {oci-first-no-rt} home region.
+
+.Procedure
+
+. Connect to the bastion server via SSH.
+
+. Create `OpenShift\createResourceOnHomeRegion` folders. 
+
+. Copy the `createInfraResources.tf` and `terraform.tfvars` files from the C3_PCA GitHub repository into the `createResourceOnHomeRegion` folder.
+
+For the full procedure, see the "Terraform Script Execution Part-1 (Run Script via Home Region)" section in the link:https://www.oracle.com/a/otn/docs/compute_cloud_at_customer_assisted_installer.pdf?source=:em:nl:mt::::PCATP[Oracle documentation].

modules/c3-assisted-installer-overview.adoc

@@ -4,9 +4,9 @@
 
 :_mod-docs-content-type: CONCEPT
 [id="c3-ai-overview_{context}"]
-= Overview
+= Installation process overview
 
-You can install {product-title} on {oci-c3-no-rt} by using the {ai-full}. 
+You can install {product-title} on {oci-c3} by using the {ai-full}. The installation process provisions three control plane (master) nodes and three compute (worker) nodes, together with the external and internal Load Balancers that form the cluster. This is the standard implementation for {oci-first-no-rt}.
 
 For an alternative installation method, see "Installing a cluster on {oci-c3} by using the Agent-based Installer".
 
@@ -18,29 +18,77 @@ For an alternative installation method, see "Installing a cluster on {oci-c3} by
 
 * Ensure that you are performing the installation on a virtual machine.
 
-.Installation process
+.Installation process workflow
 
-The installation process builds a bastion host within the designated compartment of the {product-title} cluster. The bastion host is used to run two Terraform scripts:
+The following workflow describes a high-level outline for installing an {product-title} on {oci-c3-short} using the {ai-full}:
 
-* The first script builds IAM Resources in the {oci} Home region of the {oci-c3-short} system (two Dynamic Groups and one Policy).
+. Prepare the {oci-c3-short} bastion server (Oracle).
 
-* The second script builds the infrastructure resources on the {oci-c3-short} system to support the {product-title} cluster, including the {product-title} VCN, public and private subnets, load balancers, Internet GW, NAT GW, and DNS server. The script includes all the resources needed to activate the control plane nodes and compute nodes that form a cluster. 
+. Create the `createIdentityResources.tf` script in the Home region (Oracle):
 
-The bastion host is installed in the designated {product-title} Compartment and configured to communicate through a designated {oci-c3-short} DRG Subnet or Internet GW Subnet within the {oci-c3-short} parent tenancy. 
+.. Copy the Identity resources from GitHub to the bastian server (Oracle).
 
-The installation process subsequently provisions three control plane (master) nodes and three compute (worker) nodes, together with the external and internal Load Balancers that form the cluster. This is the standard implementation for {oci-first-no-rt}. 
+.. Modify the `terraform.tfvars` as instructed (Oracle). 
 
-.Main steps
+.. Run the `Terraform Init`, `Terraform Plan`, and `Terraform Apply` commands in the home region.
 
-The main steps of the procedure are as follows:
+. Create the `createInfraResources.tf` script in the {oci-c3-short} region (Oracle).
 
-. Preparing the {oci-c3-short} bastion server.
+. Generate the {product-title} Discovery image in the {ai-full} web console (Red{nbsp}Hat).
 
-. Running the Terraform script via the Home region. 
+. Convert and upload the image to {oci-first-no-rt} (Oracle).
 
-. Preparing the {product-title} image for {oci-first-no-rt}. 
+. Copy the Infrastructure Terraform files from GitHub to the bastion server (Oracle).
 
-. Running the Terraform script via the {oci-c3-short} region.
+. Modify the `terraform.tfvars` on the bastion server as instructed, including the converted Discovery image (Oracle).
 
-. Installing the cluster by using the {ai-full} web console.
+. Run the `Terraform Init`, `Terraform Plan`, and `Terraform Apply` commands in the {oci-c3-short} region (Oracle).
 
+. Tag the control plane (master) nodes and the compute (worker) nodes with your cluster {product-title} name (Oracle).
+
+. Use the script output to update the custom manifest files to be uploaded to the {product-title} console (Oracle).
+
+. Assign node roles to control plane (master) and compute (worker) nodes (Red{nbsp}Hat). Remove disconnected nodes.
+
+. Configure networking by adding the NTP sources for any failed hosts (Red{nbsp}Hat).
+
+. Add the custom manifests through the {ai} web console (Red{nbsp}Hat).
+
+. Open {product-title} from the {oci-first-no-rt} web console (Oracle).
+
+////
+. Prepare the {oci-c3-short} bastion server (Oracle).
+
+. Create the `createIdentityResources.tf` script in the Home region (Oracle):
+
+.. Copy the Identity resources from GitHub to the bastian server (Oracle).
+
+.. Modify the `terraform.tfvars` as instructed (Oracle). 
+
+.. Run the `Terraform Init`, `Terraform Plan`, `Terraform Apply` commands in the home region.
+
+. Create the `createInfraResources.tf` script in the {oci-c3-short} region (Oracle).
+
+. Generate the {product-title} Discovery image in the {ai-full} web console (Red{nbsp}Hat).
+
+. Convert and upload the image to {oci-first-no-rt} (Oracle).
+
+. Copy the Infrastructure Terraform files from GitHub to the bastion server (Oracle).
+
+. Modify the `terraform.tfvars` on the bastion server as instructed, including the converted Discovery image (Oracle).
+
+. Run the `Terraform Init`, `Terraform Plan`, `Terraform Apply` commands in the {oci-c3-short} region (Oracle).
+
+. Tag the control plane (master) nodes and the compute (worker) nodes with your cluster {product-title} name (Oracle).
+
+. Use the script output to update the custom manifest files to be uploaded to the {product-title} console (Oracle).
+
+. Assign node roles to control plane (master) and compute (worker) nodes (Red{nbsp}Hat). Remove disconnected nodes.
+
+. Configure networking by adding the NTP sources for any failed hosts (Red{nbsp}Hat).
+
+. Add the custom manifests through the {ai} web console (Red{nbsp}Hat).
+
+. Open {product-title} from the {oci-first-no-rt} web console (Oracle).
+
+////

modules/c3-assisted-installer-preparing-bastion-server.adoc

@@ -4,9 +4,11 @@
 
 :_mod-docs-content-type: PROCEDURE
 [id="c3-ai-preparing-bastian-server_{context}"]
-= Preparing the {oci} bastion server
+= Preparing the bastion server in {oci-c3-no-rt}
 
-By implementing a bastion host, you can securely and efficiently manage access to your {oci-c3-no-rt} resources, ensuring that your private instances remain protected and accessible only through a secure, controlled entry point.
+By installing a bastion host, you can securely and efficiently manage access to your {oci-c3-no-rt} resources, ensuring that your private instances remain protected and accessible only through a secure, controlled entry point. 
+
+The installation process builds a bastion host within the {oci-c3-no-rt} compartment of the {product-title} cluster. The host is configured to communicate through a designated {oci-c3-short} DRG Subnet or Internet GW Subnet within the {oci-c3-short} parent tenancy. 
 
 .Prerequisites
 

modules/c3-assisted-installer-preparing-image-converting.adoc

@@ -6,8 +6,11 @@
 [id="c3-assisted-installer-preparing-image-converting_{context}"]
 = Converting and uploading the image to {oci-c3-no-rt}
 
-Convert the ISO image to an {oci} image and upload it to your {oci-c3-short} system from your OCI Home Region Object 
-Store.
+Convert the ISO image to an {oci} image and upload it to your {oci-c3-short} system from your {oci-first} Home Region Object Store. You can perform this step on your local machine, rather than on the bastion server or within environments such as Oracle Solution Center.
+
+.Prerequisites
+
+* You have generated the {product-title} Discovery ISO in the {ai-full} web console, and saved the file to your local system.
 
 .Procedure