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Installation process (Helm-based) for orchestrator
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assemblies/assembly-install-rhdh-orchestrator-helm.adoc

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ifdef::context[]
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[id="install-rhdh-orchestrator-helm_{context}"]
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endif::[]
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= Installing {product} with Orchestrator using Helm
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= Installing {product} with the Orchestrator on OpenShift using Helm
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:context: install-rhdh-orchestrator-helm
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You can install {product} with Orchestrator by using Helm, review resource requirements for Orchestrator, and plan for resource considerations in air-gapped environments.
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You can install {product} with Orchestrator on {ocp-short} by using Helm, review resource requirements for Orchestrator, and plan for resource considerations in air-gapped environments.
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include::modules/installation/proc-install-rhdh-orchestrator-helm.adoc[leveloffset=+1]
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include::modules/installation/proc-install-orchestrator-helm-cli.adoc[leveloffset=+1]
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include::modules/installation/proc-install-orchestrator-helm-webui.adoc[leveloffset=+1]
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// Module included in the following assemblies
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// assembly-orchestrator-helm-modules.adoc
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:_mod-docs-content-type: PROCEDURE
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[id="proc-install-orchestrator-helm-cli_{context}"]
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= Install the Orchestrator flavor using the Helm CLI
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You can install the Orchestrator flavor of {product} ({product-very-short}) on OpenShift using the Helm CLI. This method provides flexibility for custom configurations and automation. The Orchestrator flavor enables serverless workflows and orchestration capabilities.
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[IMPORTANT]
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====
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You must be a cluster administrator to install the Orchestrator Helm chart because it deploys cluster-scoped resources. The {product} Helm chart may be installed by a user with namespace-level access.
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====
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.Prerequisites
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* You are logged in to the OpenShift cluster using the `oc` CLI.
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* You have installed Helm and configured locally.
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* You have access to the official Red Hat container registry (`registry.redhat.io`).
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* You have created a `values.yaml` file for the deployment.
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* You have access to the {product} Helm chart repository.
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.Procedure
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. Add the official OpenShift Helm charts repository:
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[source,bash]
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----
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helm repo add openshift-helm-charts https://charts.openshift.io/
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helm repo update
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----
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. Install the orchestrator infrastructure Helm chart:
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[source,bash]
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----
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helm install <release_name> openshift-helm-charts/redhat-developer-hub-orchestrator-infra
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----
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. Manually approve the install plans for OpenShift Serverless and Serverless Logic Operators. Wait until they are successfully deployed.
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. Install the Backstage chart with the orchestrator enabled:
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[source,bash]
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----
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helm install <release_name> openshift-helm-charts/redhat-developer-hub --version 1.7.0 \
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--set orchestrator.enabled=true
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----
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. (Optional) Disable the installation of the Serverless Logic and Serverless Operators if they are managed externally:
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[source,bash]
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----
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helm install <release_name> redhat-developer/backstage \
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--set orchestrator.serverlessOperator=false \
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--set orchestrator.serverlessLogicOperator=false
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----
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. (Optional) Enable *Notifications* and *Signals* plugins by adding them under `global.dynamic.plugins` in your `values.yaml` file:
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[source,yaml]
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----
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global:
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dynamic:
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plugins:
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- disabled: false
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package: "./dynamic-plugins/dist/backstage-plugin-notifications"
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- disabled: false
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package: "./dynamic-plugins/dist/backstage-plugin-signals"
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- disabled: false
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package: "./dynamic-plugins/dist/backstage-plugin-notifications-backend-dynamic"
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- disabled: false
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package: "./dynamic-plugins/dist/backstage-plugin-signals-backend-dynamic"
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----
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. (Optional) If using an external database, add the following configuration under `orchestrator.sonataflowPlatform` in your `values.yaml` file:
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[source,yaml]
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----
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orchestrator:
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sonataflowPlatform:
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externalDBsecretRef: "<cred-secret>"
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externalDBName: "<database_name>"
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externalDBHost: "<database_host>"
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externalDBPort: "<database_port>"
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----
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[NOTE]
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====
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This only configures the Orchestrator's use of an external database. To configure {product} to use an external PostgreSQL instance, follow the steps in:
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link:https://docs.redhat.com/en/documentation/red_hat_developer_hub/1.6/html/configuring_red_hat_developer_hub/configuring-external-postgresql-databases#proc-configuring-postgresql-instance-using-helm_configuring-external-postgresql-databases[Configuring a PostgreSQL instance using Helm].
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====
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.Verification
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. Verify that the orchestrator plugin is visible in the {product} UI.
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. Create and run sample workflows to confirm orchestration is functioning correctly.
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. Check the logs of the Orchestrator pod to verify workflow execution and plugin readiness.
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Use the following commands to check the Orchestrator pod logs:
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[source,bash]
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----
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# List pods in the namespace
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oc get pods -n <namespace>
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# Replace <orchestrator-pod-name> with the actual pod name
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oc logs -n <namespace> <orchestrator-pod-name>
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----
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. (Optional) Stream logs in real-time:
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[source,bash]
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----
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oc logs -n <namespace> -f <orchestrator-pod-name>
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----
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[id="proc-install-orchestrator-helm-webui_{context}"]
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= Install the Orchestrator flavor using the OpenShift web console
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You can install the Orchestrator flavor of {product} ({product-very-short}) using the OpenShift Container Platform (OCP) web console. This method is useful if you prefer a graphical interface or want to deploy cluster-wide resources without using the Helm CLI.
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[IMPORTANT]
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====
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You must be a cluster administrator to install the Orchestrator Helm chart because it deploys cluster-scoped resources.
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====
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.Prerequisites
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* You are logged in to the OpenShift Container Platform web console as a cluster administrator.
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* You have access to the {product} Helm chart repository.
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* Your cluster has internet access or the Helm charts are mirrored in a disconnected environment.
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.Procedure
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. In the OpenShift web console, go to menu:Helm[Helm Charts].
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. Click btn:[Repository] and confirm that the {product} Helm chart repository is available. If not, add it manually.
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. Search for the Orchestrator Helm chart and click btn:[Install].
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. In the install form:
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* Choose or create a target namespace.
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* Accept or modify the default values as needed.
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* Review and confirm the cluster-scoped resources that the chart will install.
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. Click btn:[Install] to deploy the chart.
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. Monitor the deployment status by navigating to menu:Workloads[Pods] or menu:Helm[Releases].
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.Verification
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After deployment completes:
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* The orchestrator-related pods should be running in the selected namespace.
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* Cluster-wide resources such as CustomResourceDefinitions (CRDs) should be present.
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* You can begin connecting the orchestrator to your {product} UI.

modules/installation/proc-install-rhdh-orchestrator-helm.adoc

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