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Docs for upgrading to CRDs (#9176) 

* Add Upgrading to CRDs docs
This commit is contained in:
Luke Kysow 2020-11-13 15:19:21 -08:00 committed by hashicorp-ci
parent 07c0179bf8
commit 35191ac381
4 changed files with 343 additions and 17 deletions
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5
website/data/docs-navigation.js
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@ -169,7 +169,10 @@ export default [
],
},
'service-sync',
'crds',
{
category: 'crds',
content: ['upgrade-to-crds'],
},
'dns',
{
category: 'upgrade',

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website/pages/docs/k8s/crds.mdx → website/pages/docs/k8s/crds/index.mdx
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@ -1,19 +1,16 @@
---
layout: docs
page_title: Consul Custom Resource Definitions (Beta)
sidebar_title: Custom Resource Definitions <sup>(Beta)</sup>
page_title: Consul Custom Resource Definitions
sidebar_title: Custom Resource Definitions
description: >-
Consul now supports managing configuration entries via Kubernetes Custom Resources.
Consul supports managing configuration entries via Kubernetes Custom Resources.
These custom resource can be used to manage the configuration for workloads
deployed within the cluster.
---
# Custom Resource Definitions <sup>(beta)</sup>
# Custom Resource Definitions
## Overview
-> **This feature is currently in Beta.** It requires consul-helm >= 0.25.0 and
consul >= 1.8.4.
-> This feature requires consul-helm >= 0.26.0, consul-k8s >= 0.20.0 and consul >= 1.8.4.
We support managing Consul [configuration entries](/docs/agent/config-entries)
via Kubernetes Custom Resources. Configuration entries are used to provide
@ -35,15 +32,15 @@ The following kinds are **not** currently supported:
## Installation
Ensure you have version `0.25.0` of the helm chart:
Ensure you have version `0.26.0` of the helm chart:
```shell-session
$ helm search repo hashicorp/consul
NAME CHART VERSION APP VERSION DESCRIPTION
hashicorp/consul 0.25.0 1.8.4 Official HashiCorp Consul Chart
hashicorp/consul 0.26.0 1.8.5 Official HashiCorp Consul Chart
```
If you don't have `0.25.0`, you will need to update your helm repository cache:
If you don't have `0.26.0`, you will need to update your helm repository cache:
```shell-session
$ helm repo update
@ -59,7 +56,7 @@ and enable the controller that acts on them:
global:
name: consul
image: 'consul:1.9.0-beta1' # consul >= 1.8.4 must be used
imageK8S: 'hashicorp/consul-k8s:0.19.0'
imageK8S: 'hashicorp/consul-k8s:0.20.0'
controller:
enabled: true
@ -72,13 +69,18 @@ Note that:
1. `controller.enabled: true` installs the CRDs and enables the controller.
1. `global.image` must be a Consul version `>= 1.8.4`, e.g. `consul:1.8.4` or `consul:1.9.0-beta1`.
1. `global.imageK8S` must be `>= 0.19.0`
1. `global.imageK8S` must be `>= 0.20.0`
1. Configuration entries are used to configure Consul service mesh so it's also
expected that `connectInject` will be enabled.
See [Install with Helm Chart](/docs/k8s/installation/install) for further installation
instructions.
## Upgrading An Existing Cluster to CRDs
If you have an existing Consul cluster running on Kubernetes you may need to perform
extra steps to migrate to CRDs. See [Upgrade An Existing Cluster to CRDs](/docs/k8s/crds/upgrade-to-crds) for full instructions.
## Usage
Once installed, you can use `kubectl` to create and manage Consul's configuration entries.

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website/pages/docs/k8s/crds/upgrade-to-crds.mdx Normal file
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@ -0,0 +1,321 @@
---
layout: docs
page_title: Upgrade An Existing Cluster to CRDs
sidebar_title: Upgrade An Existing Cluster to CRDs
description: >-
Upgrade an existing cluster to use custom resources.
---
# Upgrade An Existing Cluster to CRDs
-> This feature requires consul-helm >= 0.26.0, consul-k8s >= 0.20.0 and consul >= 1.8.4.
If you have an existing Consul cluster running on Kubernetes you may need to perform
extra steps to migrate to CRDs.
You will need to perform extra steps if you are using any of the following configurations:
- Helm config `connectInject.centralConfig.defaultProtocol`, e.g.
```yaml
connectInject:
centralConfig:
defaultProtocol: http
```
- Or setting the `consul.hashicorp.com/connect-service-protocol` annotation on your
connect pods, e.g.
```yaml
annotations:
'consul.hashicorp.com/connect-service-protocol': 'http'
```
- Or Helm config `connectInject.centralConfig.proxyDefaults`, e.g.
```yaml
connectInject:
centralConfig:
proxyDefaults: |
{
"local_connect_timeout_ms": 1000
}
```
## Why Migrate?
All of the above settings do not support modification after the initial
installation of Consul, i.e. they cannot be updated through the Helm chart.
By switching to custom resources, these settings can now be modified.
## Migration Overview
The migration process will consist of identifying which [config entries](/docs/agent/config-entries)
have been created in Consul and adding metadata to them so that they can
be managed by a custom resource instead.
## Default Protocol
If you are setting `connectInject.centralConfig.defaultProtocol` then you must
perform the follow steps to migrate to custom resources.
1. Find existing `service-defaults` config entries:
```shell-session
$ consul config list -kind service-defaults
static-client
static-server
```
1. For each entry, export the config to a file:
```shell-session
$ consul config read -name static-client -kind service-defaults > static-client.json
```
1. Edit the file and add the key `"Meta": {"consul.hashicorp.com/source-datacenter": "dc1"}`.
Where `dc1` is the name of your datacenter. Make sure you add any missing trailing commas required for JSON:
```json
{
"Kind": "service-defaults",
"Name": "static-client",
"Protocol": "http",
"MeshGateway": {},
"Expose": {},
"CreateIndex": 26,
"ModifyIndex": 26,
"Meta": { "consul.hashicorp.com/source-datacenter": "dc1" }
}
```
1. Write the updated config entry:
```shell-session
$ consul config write static-client.json
Config entry written: service-defaults/static-client
```
1. Now you're ready to create a custom resource that takes over control of this
config entry. The custom resource will look like:
```yaml
apiVersion: consul.hashicorp.com/v1alpha1
kind: ServiceDefaults
metadata:
name: static-client
spec:
protocol: 'http'
```
Where `metadata.name` is the name of your service and `spec.protocol` is
the default protocol you've set.
1. When you run `kubectl apply` on this file, the `ServiceDefaults` custom
resource should be created successfully and its `synced` status will be `True`:
```shell-session
$ cat <<EOF | kubectl apply -f -
apiVersion: consul.hashicorp.com/v1alpha1
kind: ServiceDefaults
metadata:
name: static-client
spec:
protocol: "http"
EOF
servicedefaults.consul.hashicorp.com/static-client created
$ kubectl get servicedefaults static-client
NAME SYNCED AGE
static-client True 1s
```
1. Repeat steps 2-6 for each service-defaults config entry.
1. Finally, delete your `connectInject.centralConfig.defaultProtocol` Helm config and run Helm upgrade.
From here on out, you must create a `ServiceDefaults` custom resource
for each new service to set its protocol. As there will no longer be a
default.
## Connect Service Protocol Annotation
If you are setting the `consul.hashicorp.com/connect-service-protocol` annotation on your
connect pods, then you must perform the follow steps to migrate to custom resources.
1. Find existing `service-defaults` config entries:
```shell-session
$ consul config list -kind service-defaults
static-client
static-server
```
1. For each entry, export the config to a file:
```shell-session
$ consul config read -name static-client -kind service-defaults > static-client.json
```
1. Edit the file and add the key `"Meta": {"consul.hashicorp.com/source-datacenter": "dc1"}`.
Where `dc1` is the name of your datacenter. Make sure you add any missing trailing commas required for JSON:
```json
{
"Kind": "service-defaults",
"Name": "static-client",
"Protocol": "http",
"MeshGateway": {},
"Expose": {},
"CreateIndex": 26,
"ModifyIndex": 26,
"Meta": { "consul.hashicorp.com/source-datacenter": "dc1" }
}
```
1. Write the updated config entry:
```shell-session
$ consul config write static-client.json
Config entry written: service-defaults/static-client
```
1. Now you're ready to create a custom resource that takes over control of this
config entry. The custom resource will look like:
```yaml
apiVersion: consul.hashicorp.com/v1alpha1
kind: ServiceDefaults
metadata:
name: static-client
spec:
protocol: 'http'
```
Where `metadata.name` is the name of your service and `spec.protocol` is
the default protocol you've set.
1. When you run `kubectl apply` on this file, the `ServiceDefaults` custom
resource should be created successfully and its `synced` status will be `True`:
```shell-session
$ cat <<EOF | kubectl apply -f -
apiVersion: consul.hashicorp.com/v1alpha1
kind: ServiceDefaults
metadata:
name: static-client
spec:
protocol: "http"
EOF
servicedefaults.consul.hashicorp.com/static-client created
$ kubectl get servicedefaults static-client
NAME SYNCED AGE
static-client True 1s
```
1. Repeat steps 2-6 for each service-defaults config entry.
1. You can now remove the `consul.hashicorp.com/connect-service-protocol`
annotation from your deployments to indicate it is no longer used.
## Proxy Defaults
If you are setting `connectInject.centralConfig.proxyDefaults` then you must
perform the follow steps to migrate to custom resources.
1. Get your existing proxy-defaults config:
```shell-session
$ consul config read -name global -kind proxy-defaults
{
"Kind": "proxy-defaults",
"Name": "global",
"Config": {
"local_connect_timeout_ms": 1000
},
"MeshGateway": {
"Mode": "local"
},
"Expose": {},
"CreateIndex": 4,
"ModifyIndex": 4
}
```
1. Export to a file:
```shell-session
$ consul config read -name global -kind proxy-defaults > proxy-defaults.json
```
1. Edit the file and add the key `"Meta": {"consul.hashicorp.com/source-datacenter": "dc1"}`.
Where `dc1` is the name of your datacenter. Make sure you add any missing trailing commas required for JSON:
```json
{
"Kind": "proxy-defaults",
"Name": "global",
"Config": {
"local_connect_timeout_ms": 1000
},
"MeshGateway": {
"Mode": "local"
},
"Expose": {},
"CreateIndex": 4,
"ModifyIndex": 4,
"Meta": { "consul.hashicorp.com/source-datacenter": "dc1" }
}
```
1. Write the updated config entry:
```shell-session
$ consul config write proxy-defaults.json
Config entry written: proxy-defaults/global
```
1. Now you're ready to create a custom resource that takes over control of this
config entry. The custom resource will look like:
```yaml
apiVersion: consul.hashicorp.com/v1alpha1
kind: ProxyDefaults
metadata:
name: global
spec:
config:
local_connect_timeout_ms: 1000
meshGateway:
mode: local
```
Any keys you had under `"Config"` must be set in YAML.
If you previously had `"MeshGateway"` config this must also be set now
under `spec.meshGateway`. Also, `metadata.name` must be `global`.
1. When you run `kubectl apply` on this file, the `ProxyDefaults` custom
resource should be created successfully and its `synced` status will be `True`:
```shell-session
$ cat <<EOF | kubectl apply -f -
apiVersion: consul.hashicorp.com/v1alpha1
kind: ProxyDefaults
metadata:
name: global
spec:
config:
local_connect_timeout_ms: 1000
meshGateway:
mode: local
EOF
proxydefaults.consul.hashicorp.com/global created
$ kubectl get proxydefaults global
NAME SYNCED AGE
global True 1s
```
1. Finally, delete your `connectInject.centralConfig.proxyDefaults` Helm config and run Helm upgrade.
This will have no effect because changes to this config are not picked up
by Consul after initial installation.

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@ -281,9 +281,9 @@ to be stopped and restarted with the new image.
This can be confirmed by issuing `consul members` on one of the previous servers,
and ensuring that all servers are listed and are `alive`.
Decrease `updatePartition` by one and upgrade again. Continue until
`updatePartition` is `0`. At this point, you may remove the
`updatePartition` configuration. Your server upgrade is complete.
1. Decrease `updatePartition` by one and upgrade again. Continue until
`updatePartition` is `0`. At this point, you may remove the
`updatePartition` configuration. Your server upgrade is complete.
## Upgrading Consul Clients