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scenarios.md

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Scenarios

This document walks you through steps for a number of scenarios covering:

  • Adding a workload cluster
  • Adding an application to a workload cluster (including associated AWS resources)
  • Connecting to a workload cluster to check reconciliation status
  • Updating an application running in a workload cluster
  • Upgrading a workload cluster
  • Removing an application from a workload cluster
  • Removing a workload cluster

For illustration purposes, these scenarios are based on the example of a product catalog application developed by the commercial department of an organisation.

  • The department runs two clusters commercial-staging and commercial-prod.
  • The product catalog application comprises two microservices which are owned by different teams.
    • API server: this provides the backend, and makes use of an AWS DynamoDB table to store its state.
    • Front end server: provides a web front end service that can be accessed via a browser.

Pre-prepared manifest files for the application workloads are included in the repos/apps-manifests directory as follows:

  • reops/apps-manifests/product-catalog-api-manifests: contains manifests for two distinct versions of the API server, labelled V1 and V2.
  • reops/apps-manifests/product-catalog-fe-manifests: contains manifests for the front end server. You can see that both of these include overlays for both the commercial-staging and commercial-prod clusters.

Provision and bootstrap a new workload cluster

In this section you will create a new workload cluster called commercial-staging. To achieve this, you need to use the supplied templates to create manifest files for the new cluster in gitops-system, and update clusters-config/kustomization.yaml Once done, you then push the changes so that flux can pick them up and act on them.

You can make the required changes quickly using the script add-cluster.sh:

cd ~/environment
eks-multi-cluster-gitops/bin/add-cluster.sh ./gitops-system commercial-staging

Once done, commit and push the changes as follows:

cd gitops-system
git add .
git commit -m "Add cluster commercial-staging"
git push

Use

kubectl get kustomization -n flux-system

to monitor the creation of resources for the new cluster.

You can repeat the same process to create the commercial-prod cluster.

Detailed explanation of add-cluster.sh script

The add-cluster.sh script performs the following steps. You can choose to execute these steps instead of running the script. Please ensure your working directory is set to ~/environment before executing.

  1. Instantiate the cluster-configs template: This creates a folder for the new commercial-staging cluster under cluster-configs, and copies the template. It then replaces all occurances of cluster-name in the template with commercial-staging. mkdir -p gitops_system/clusters-config/commercial-staging cp -R gitops_system/clusters-config/template/* gitops_system/clusters-config/commercial-staging grep -RiIl 'cluster-name' gitops_system/clusters-config/commercial-staging| xargs sed -i "s/cluster-name/commercial-staging/g"

  2. Instantiate the cluster template: This create a folder for the commcercial-staging cluster under clusters, and copies the template. It then replaces all occurances of cluster-name in the template with commercial-staging. mkdir -p gitops_system/clusters/commercial-staging cp -R gitops_system/clusters/template/* gitops_system/clusters/commercial-staging grep -RiIl 'cluster-name' gitops_system/clusters/commercial-staging | xargs sed -i "s/cluster-name/commercial-staging/g"

  3. Instantiate the workloads template. This creates a folder for the commcercial-staging cluster under workloads and copies the template. It then replaces all occurences of cluster-name in the template with commercial-staging.

    mkdir -p gitops_system/workloads/commercial-staging
    cp -R gitops_system/workloads/template/* gitops_system/workloads/commercial-staging
    grep -RiIl 'cluster-name'  gitops_system/workloads/commercial-staging | xargs sed -i "s/cluster-name/commercial-staging/g"
    
  4. Add commercial-staging to clusters-config/kustomization.yaml. This forces Flux to pick up the new cluster config.

    yq -i e ".resources += [\"commercial-staging\"]" gitops_system/clusters-config/kustomization.yaml
    

Add an application to a cluster

In this section you will add an application product-catalog-api to the cluster commercial-staging. To achieve this, you need to use the supplied template to create manifest files for the new application in gitops-workloads/commercial-staging , and update commercial-staging/kustomization.yaml. Once done, you then push the changes so that flux can pick them up and act on them.

First, prepare a repo for product-catalog-api-manifests as follows:

cd ~/environment
gh repo create --private --clone product-catalog-api-manifests
cp -r eks-multi-cluster-gitops/repos/apps-manifests/product-catalog-api-manifests/v1/* product-catalog-api-manifests/
cd product-catalog-api-manifests
git add .
git commit -m "baseline version"
git branch -M main
git push --set-upstream origin main

Next, make the required changes in gitops-workloads using the script add-cluster-app.sh:

cd ~/environment
eks-multi-cluster-gitops/bin/add-cluster-app.sh \
  ./gitops-workloads \
  commercial-staging product-catalog-api staging main \
  eks-multi-cluster-gitops/initial-setup/secrets-template/git-credentials.yaml \
  ~/.ssh/gitops ~/.ssh/gitops.pub \
  "github.com ecdsa-sha2-nistp256 AAAAE2VjZHNhLXNoYTItbmlzdHAyNTYAAAAIbmlzdHAyNTYAAABBBEmKSENjQEezOmxkZMy7opKgwFB9nkt5YRrYMjNuG5N87uRgg6CLrbo5wAdT/y6v0mKV0U2w0WZ2YB/++Tpockg=" \
  ./sealed-secrets-keypair-public.pem

Once done, commit and push the changes as follows:

cd gitops-workloads
git add .
git commit -m "Add product-catalog-api to commercial-staging"

If this is the first commit on gitops-workloads, you need to rename the branch to main, and push the changes as follows:

git branch -M main
git push --set-upstream origin main

Otherwise, you just push the changes as follows:

git push

To view the reconciliation of resources in the workload cluster, and verify that application resources have been created, see the section Connect to a workload cluster. You can also see the resources created in the workload cluster through the EKS console. In this case, you have to access the EKS console using the IAM entity whose ARN is set in EKS_CONSOLE_IAM_ENTITY_ARN environment variable during the initial setup.

You can repeat the same process to add the application to the commercial-prod cluster (using the same manifests repo).

You can also repeat this process to add the front-end application product-catalog-fe to each cluster. You will find pre-prepared manifests for this in the product-catalog-fe-manifests repo. Note these include overlays for each of commercial-staging and commercial-prod.

Detailed explanation of add-cluster-app.sh

The add-cluster-app.sh script performs the following steps. You can choose to execute these steps instead of running the script. Please ensure your working directory is set to ~/environment before executing.

  1. Ensure a directory for the application exists under gitops-workloads/commercial-staging: create a directory if it does not yet exist (i.e. this is the first app in this cluster).
mkdir -p gitops-workloads/commercial-staging/product-catalog-api
  1. Ensure a kustomization.yaml file exists: check if the file exists, and if not then create one by copying the template (only happens for the first app that is added to the cluster).
if [[ ! -f gitops-workloads/commercial-staging/kustomization.yaml ]]
then
    cp gitops-workloads/template/kustomization.yaml gitops-workloads/commercial-staging
fi
  1. Instantiate the workloads application template: this copies the application template from gitops-workloads/template/app-template to gitops-workloads/commercial-staging/product-catalog-api, and then updates the cluster name and app name to the correct values.
cp -R gitops-workloads/template/app-template/* gitops-workloads/commercial-staging/product-catalog-api
grep -RiIl 'cluster-name' gitops-workloads/commercial-staging/product-catalog-api | xargs sed -i "s/cluster-name/commercial-staging/g"
grep -RiIl 'app-name' gitops-workloads/commercial-staging/product-catalog-api | xargs sed -i "s/app-name/product-catalog-api/g"
grep -RiIl 'branch-name' gitops_workloads/commercial-staging/product-catalog-api | xargs sed -i "s/branch-name/main/g"
grep -RiIl 'overlay-dir-name' gitops-workloads/commercial-staging/product-catalog-api | xargs sed -i "s/overlay-dir-name/staging/g"
  1. Prepare the sealed secret for the application: this prepares a sealed secret for the application, which contains the Git credentials needed to access the repo. A temporary file is used to store a copy of the Git credentials template (which is a K8s Secret). This file is updated to use the correct name, public/private key pair, and known hosts. kubeseal is then used to create a sealed secret, using a supplied .pem file containing a key to encrypt the sealed secret which is stored in gitops-workloads/commercial-staging/product-catalog-api/git-secret.yaml.
tmp_git_creds=$(mktemp /tmp/git-creds.yaml.XXXXXXXXX)
cp eks-multi-cluster-gitops/initial-setup/secrets-template/git-credentials.yaml $tmp_git_creds
APP_NAME=product-catalog-api yq e '.metadata.name=strenv(APP_NAME)' -i $tmp_git_creds
KEY=$(cat ~/.ssh/gitops | base64 -w 0) yq -i '.data.identity = strenv(KEY)' $tmp_git_creds
CERT=$(cat ~/.ssh/gitops.pub | base64 -w 0) yq -i '.data."identity.pub" = strenv(CERT)' $tmp_git_creds
HOSTS=$(echo "github.com ecdsa-sha2-nistp256 AAAAE2VjZHNhLXNoYTItbmlzdHAyNTYAAAAIbmlzdHAyNTYAAABBBEmKSENjQEezOmxkZMy7opKgwFB9nkt5YRrYMjNuG5N87uRgg6CLrbo5wAdT/y6v0mKV0U2w0WZ2YB/++Tpockg=" | base64 -w 0) yq -i '.data.known_hosts = strenv(HOSTS)' $tmp_git_creds
kubeseal --cert ./sealed-secrets-keypair-public.pem --format yaml <$tmp_git_creds >gitops-workloads/commercial-staging/product-catalog-api/git-secret.yaml
rm $tmp_git_creds
  1. Add entry to kustomization.yaml: this forces Flux to pick up the new application.
yq -i e ".resources += [\"product-catalog-api\"]" gitops-workloads/commercial-staging/kustomization.yaml

Connect to a workload cluster

To connect to <cluster-name> workload cluster using kubeconfig stored as a Secret

  1. In a terminal window that is currently configured for the management cluster, obtain a config file for the workload cluster using:
unset KUBECONFIG
kubectl -n flux-system get secret <cluster-name>-eks-connection -n flux-system -o jsonpath="{.data.value}" | base64 -d > wl-kube.conf
export KUBECONFIG=wl-kube.conf

kubectl config current-context

(Replace <cluster-name> with the cluster name).

Note: A convenience script eks-multi-cluster-gitops/bin/connect-to-cluster.sh is provided to quickly connect to a cluster. In a bash terminal source the script to generate the kubeconfig file and export the KUBECONFIG environment variable.

source eks-multi-cluster-gitops/bin/connect-to-cluster.sh <cluster-name>
  1. To monitor the bootstrapping of the workload clusters (and subseuently for the deployment of the applications into it), list the Kustomization resources using the following command:
kubectl get kustomization -n flux-system

Upgrade an existing application

In this section you will push a new version of the application product-catalog-api in the cluster commercial-staging. To achieve this, you need to update the release tag in the app manifests in gitops-workloads/commercial-staging/product-catalog-api. Once done, you then push the changes so that flux can pick them up and act on them.

The new version of the application makes use of a DynamoDB table which is created by Crossplane. So, the service account used by the application pods needs to be attached to an IAM role with the required permissions.

First, the policy document specified in the Policy CRD that exists in gitops-workloads/commercial-staging/product-catalog-api/app-iam.yaml has to be changed as follows:

        {
          "Version": "2012-10-17",
          "Statement": [
            {
              "Sid": "Stmt1657328236602",
              "Action": "dynamodb:*",
              "Effect": "Allow",
              "Resource": "arn:aws:dynamodb:${AWS_REGION}:${ACCOUNT_ID}:table/products-staging"
            }
          ]
        }

Next, commit this change:

cd ~/environment/gitops-workloads
git add .
git commit -m "add the IAM permissions required for v2"
git push

Next, update the repo for product-catalog-api to the new version (v2):

cd ~/environment
cp -r eks-multi-cluster-gitops/repos/apps-manifests/product-catalog-api-manifests/v2/* product-catalog-api-manifests/
cd product-catalog-api-manifests
git add .
git commit -m "Updated version"
git push origin main

Next, tag the current commit as version 2.0 and push the tag:

git tag -a v2.0 -m "Version 2.0"
git push origin v2.0

Update the release tag in gitops-workloads/commercial-staging/product-catalog-api. You can do this using the update-cluster-app.sh script as follows:

cd ~/environment
eks-multi-cluster-gitops/bin/update-cluster-app.sh ./gitops-workloads commercial-staging product-catalog-api v2.0

Finally, commit this change:

cd gitops-workloads
git add .
git commit -m "Updated product-catalog-api to v2.0 in commercial-staging"
git push

Monitor the reconciliation in the cluster. You can verify that the application deployment has been updated by checking the deployment history:

kubectl rollout history deployment/product-catalog-api-staging -n product-catalog-api

You can also verify that the container image in the deployment has been updated:

kubectl describe deployment/product-catalog-api-staging -n product-catalog-api

You can verify the creation of the DynamoDB table using the DynamoDB console, or via the AWS CLI:

aws dynamodb list-tables

Detailed explanation of update-cluster-app.sh script

The update-cluster-app.sh script makes a single change as follows. Please ensure your working directory is set to ~/envionment before executing.

yq -i e ".spec.ref.tag = \"v2.0\"" gitops-workloads/commercial-staging/product-catalog-api/git-repo.yaml

Upgrade an existing cluster

In this section you will upgrade the cluster commercial-staging to a newer version of Kubernetes. As described in Amazon EKS documentaiton on "Updating Kubernetes version", a cluster upgrade is a process of multiple steps. First you'll have to upgrade the Amazon EKS Cluster itslef, and after a successful completion of the cluster upgrade, you'll have to upgrade the nodes to the same Kubernetes version. In our sample, we are using Managed Node Group, so we will perform the upgrade of the node, by updating the Managed Node Group that was created with the cluster.

  1. Open gitops-system/clusters-config/commercial-staging/def/eks-cluster.yaml.

  2. Change the value for spec.parameters.eks-k8s-version (e.g. from 1.23 to 1.24).

  3. Commit changes.

    cd ~/environment/gitops-system/
    git add .
    git commit -m "upgrading commercial-staging cluster"
    git push
  4. Confirm that the cluster is updating using the following commands:

    eksctl get cluster
    eksctl get cluster --name <cluster-name>

    Alternatively, you can check the cluster status on the EKS console.

  5. Change the gitops-system/clusters-config/commercial-staging/def/eks-cluster.yaml file again. This time change the value for spec.parameters.mng-k8s-version from 1.23 to 1.24.

  6. Commit again the changes.

    cd ~/environment/gitops-system/
    git add .
    git commit -m "updating managed node group version for commercial-staging cluster"
    git push
  7. Confirm that the cluster is updating using the following commands:

    eksctl get nodegroup --cluster <cluster-name> -o yaml

    Alternatively, you can check the managed node group status on the EKS console.

Delete an application from a cluster

In this section you will delete the application product-catalog-api from the cluster commercial-staging. To achieve this, you need to remove the entry for this application from gitops-workloads/commercial-staging/kustomization.yaml. Once done, you then push the changes so that flux can pick them up and act on them. You also need to tidy up the gitops-workloads/commercial-staging directory by removing the product-catalog-api directory.

You can make the required changes quickly using the script remove-cluster-app.sh:

cd ~/environment
eks-multi-cluster-gitops/bin/remove-cluster-app.sh ./gitops-workloads commercial-staging product-catalog-api

Once done, commit and push the changes as follows:

cd gitops-workloads
git add .
git commit -m "Removed product-catalog-api from cluster commercial-staging"
git push

You can monitor the reconciliation of resources in the cluster using the method described previously.

Detailed explanation of remove-cluster-app.sh script

The remove-cluster-app.sh script performs the following steps. You can choose to execute these steps instead of running the script. Please ensure your working directory is set to ~/envionment before executing.

  1. Remove product-catalog-api from gitops-workloads/commrical-staging/kustomization.yaml: this forces Flux to remove the application resources from the cluster.
yq -i e "del ( .resources[] | select (. == \"product-catalog-api\" ))" gitops-workloads/commercial-staging/kustomization.yaml
  1. Tidy up gitops-workloads/commercial-staging: remove the application folder from the gitops-workloads/commrical-staging as it is no longer needed.
rm -rf gitops-workloads/commercial-staging/product-catalog-api

Delete an existing cluster

In this section you will delete the commercial-staging cluster. To achieve this, you need to remove the entry for this cluster from gitops-system/clusters-config/kustomization.yaml. this triggers Flux (via Crossplane) to remove the cluster. You also need to tidy up various directories by removing the various cluster manifests.

Before proceeding, you should ensure that all applications running in the cluster have been removed.

You can make the required repo changes quickly using the script remove-cluster.sh:

cd ~/environment
eks-multi-cluster-gitops/bin/remove-cluster.sh ./gitops-system ./gitops-workloads commercial-staging

Once done, commit and push the changes as follows:

cd gitops-system
git add .
git commit -m "Removed cluster commercial-staging"
git push
cd ../gitops-workloads
git add .
git commit -m "Removed cluster commercial-staging"
git push

You can monitor the reconciliation of resources in the management cluster using

kubectl get kustomization -n flux-system

Detailed explanation of remove-cluster.sh script

The remove-cluster.sh script performs the following steps. You can choose to execute these steps instead of running the script. Please ensure your working directory is set to ~/environment before executing.

  1. Remove commercial-staging from gitops-system/clusters-config/kustomization.yaml: this forces Flux to remove the application resources from the cluster.
yq -i e "del ( .resources[] | select (. == \"commercial-staging\" ))" gitops-system/clusters-config/kustomization.yaml
  1. Tidy up gitops-system and gitops-workloads repos:
rm -rf gitops-system/clusters-config/commercial-staging
rm -rf gitops-system/clusters/commercial-staging
rm -rf gitops-system/workloads/commercial-staging
rm -rf gitops-workloads/commercial-staging