constellation/docs/versioned_docs/version-2.1/getting-started/first-steps.md

# First steps with Constellation

The following steps guide you through the process of creating a cluster and deploying a sample app. This example assumes that you have successfully [installed and set up Constellation](install.md),
and have access to a cloud subscription.

:::tip
If you don't have a cloud subscription, check out [MiniConstellation](first-steps-local.md), which lets you set up a local Constellation cluster using virtualization.
:::

## Create a cluster

1. Create the configuration file for your selected cloud provider.

    <tabs groupId="csp">
    <tabItem value="azure" label="Azure">

    ```bash
    constellation config generate azure
    ```

    </tabItem>
    <tabItem value="gcp" label="GCP">

    ```bash
    constellation config generate gcp
    ```

    </tabItem>
    </tabs>

    This creates the file `constellation-conf.yaml` in your current working directory.

2. Fill in your cloud provider specific information.

    <tabs groupId="csp">
    <tabItem value="azure" label="Azure (CLI)">

    You need several resources for the cluster. You can use the following `az` script to create them:

    ```bash
    RESOURCE_GROUP=constellation # enter name of new resource group for your cluster here
    LOCATION=westus # enter location of resources here
    SUBSCRIPTION_ID=$(az account show --query id --out tsv)
    SERVICE_PRINCIPAL_NAME=constell
    az group create --name "${RESOURCE_GROUP}" --location "${LOCATION}"
    az group create --name "${RESOURCE_GROUP}-identity" --location "${LOCATION}"
    az ad sp create-for-rbac -n "${SERVICE_PRINCIPAL_NAME}" --role Owner --scopes "/subscriptions/${SUBSCRIPTION_ID}/resourceGroups/${RESOURCE_GROUP}" | tee azureServiceAccountKey.json
    az identity create -g "${RESOURCE_GROUP}-identity" -n "${SERVICE_PRINCIPAL_NAME}"
    identityID=$(az identity show -n "${SERVICE_PRINCIPAL_NAME}" -g "${RESOURCE_GROUP}-identity" --query principalId --out tsv)
    az role assignment create --assignee-principal-type ServicePrincipal --assignee-object-id "${identityID}" --role 'Virtual Machine Contributor' --scope "/subscriptions/${SUBSCRIPTION_ID}"
    az role assignment create --assignee-principal-type ServicePrincipal --assignee-object-id "${identityID}" --role 'Application Insights Component Contributor' --scope "/subscriptions/${SUBSCRIPTION_ID}"
    echo "subscription: ${SUBSCRIPTION_ID}
    tenant: $(az account show --query tenantId -o tsv)
    location: ${LOCATION}
    resourceGroup: ${RESOURCE_GROUP}
    userAssignedIdentity: $(az identity show -n "${SERVICE_PRINCIPAL_NAME}" -g "${RESOURCE_GROUP}-identity" --query id --out tsv)
    appClientID: $(jq -r '.appId' azureServiceAccountKey.json)
    clientSecretValue: $(jq -r '.password' azureServiceAccountKey.json)"
    ```

    Fill the values produced by the script into your configuration file.

    By default, Constellation uses `Standard_DC4as_v5` CVMs (4 vCPUs, 16 GB RAM) to create your cluster. Optionally, you can switch to a different VM type by modifying **instanceType** in the configuration file. For CVMs, any VM type with a minimum of 4 vCPUs from the [DCasv5 & DCadsv5](https://docs.microsoft.com/en-us/azure/virtual-machines/dcasv5-dcadsv5-series) or [ECasv5 & ECadsv5](https://docs.microsoft.com/en-us/azure/virtual-machines/ecasv5-ecadsv5-series) families is supported.

    Run `constellation config instance-types` to get the list of all supported options.

    </tabItem>
    <tabItem value="azure-portal" label="Azure (Portal)">

    * **subscription**: The UUID of your Azure subscription, e.g., `8b8bd01f-efd9-4113-9bd1-c82137c32da7`.

      You can view your subscription UUID via `az account show` and read the `id` field. For more information refer to [Azure's documentation](https://docs.microsoft.com/en-us/azure/azure-portal/get-subscription-tenant-id#find-your-azure-subscription).

    * **tenant**: The UUID of your Azure tenant, e.g., `3400e5a2-8fe2-492a-886c-38cb66170f25`.

      You can view your tenant UUID via `az account show` and read the `tenant` field. For more information refer to [Azure's documentation](https://docs.microsoft.com/en-us/azure/azure-portal/get-subscription-tenant-id#find-your-azure-ad-tenant).

    * **location**: The Azure datacenter location you want to deploy your cluster in, e.g., `westus`. CVMs are currently only supported in a few regions, check [Azure's products available by region](https://azure.microsoft.com/en-us/global-infrastructure/services/?products=virtual-machines&regions=all). These are:

      * `westus`
      * `eastus`
      * `northeurope`
      * `westeurope`

    * **resourceGroup**: [Create a new resource group in Azure](https://portal.azure.com/#create/Microsoft.ResourceGroup) for your Constellation cluster. Set this configuration field to the name of the created resource group.

    * **userAssignedIdentity**: [Create a new managed identity in Azure](https://portal.azure.com/#create/Microsoft.ManagedIdentity). You should create the identity in a different resource group as all resources within the cluster resource group will be deleted on cluster termination.

      Add two role assignments to the identity: `Virtual Machine Contributor` and `Application Insights Component Contributor`. The `scope` of both should refer to the previously created cluster resource group.

      Set the configuration value to the full ID of the created identity, e.g., `/subscriptions/8b8bd01f-efd9-4113-9bd1-c82137c32da7/resourcegroups/constellation-identity/providers/Microsoft.ManagedIdentity/userAssignedIdentities/constellation-identity`. You can get it by opening the `JSON View` from the `Overview` section of the identity.

      The user-assigned identity is used by instances of the cluster to access other cloud resources.
      For more information about managed identities refer to [Azure's documentation](https://docs.microsoft.com/en-us/azure/active-directory/managed-identities-azure-resources/how-manage-user-assigned-managed-identities).

    * **appClientID**: [Create a new app registration in Azure](https://portal.azure.com/#view/Microsoft_AAD_RegisteredApps/CreateApplicationBlade/quickStartType~/null/isMSAApp~/false).

      Set `Supported account types` to `Accounts in this organizational directory only` and leave the `Redirect URI` empty.

      Set the configuration value to the `Application (client) ID`, e.g., `86ec31dd-532b-4a8c-a055-dd23f25fb12f`.

      In the cluster resource group, go to `Access Control (IAM)` and set the created app registration as `Owner`.

    * **clientSecretValue**: In the previously created app registration, go to `Certificates & secrets` and create a new `Client secret`.

      Set the configuration value to the secret value.

    * **instanceType**: The VM type you want to use for your Constellation nodes.

      For CVMs, any type with a minimum of 4 vCPUs from the [DCasv5 & DCadsv5](https://docs.microsoft.com/en-us/azure/virtual-machines/dcasv5-dcadsv5-series) or [ECasv5 & ECadsv5](https://docs.microsoft.com/en-us/azure/virtual-machines/ecasv5-ecadsv5-series) families is supported. It defaults to `Standard_DC4as_v5` (4 vCPUs, 16 GB RAM).

      Run `constellation config instance-types` to get the list of all supported options.

    </tabItem>
    <tabItem value="gcp" label="GCP (CLI)">

    You need a service account for the cluster. You can use the following `gcloud` script to create it:

    ```bash
    SERVICE_ACCOUNT_ID=constell # enter name of service account here
    PROJECT_ID= # enter project id here
    SERVICE_ACCOUNT_EMAIL=${SERVICE_ACCOUNT_ID}@${PROJECT_ID}.iam.gserviceaccount.com
    gcloud iam service-accounts create "${SERVICE_ACCOUNT_ID}" --description="Service account used inside Constellation" --display-name="Constellation service account" --project="${PROJECT_ID}"
    gcloud projects add-iam-policy-binding "${PROJECT_ID}" --member="serviceAccount:${SERVICE_ACCOUNT_EMAIL}" --role='roles/compute.instanceAdmin.v1'
    gcloud projects add-iam-policy-binding "${PROJECT_ID}" --member="serviceAccount:${SERVICE_ACCOUNT_EMAIL}" --role='roles/compute.networkAdmin'
    gcloud projects add-iam-policy-binding "${PROJECT_ID}" --member="serviceAccount:${SERVICE_ACCOUNT_EMAIL}" --role='roles/compute.securityAdmin'
    gcloud projects add-iam-policy-binding "${PROJECT_ID}" --member="serviceAccount:${SERVICE_ACCOUNT_EMAIL}" --role='roles/compute.storageAdmin'
    gcloud projects add-iam-policy-binding "${PROJECT_ID}" --member="serviceAccount:${SERVICE_ACCOUNT_EMAIL}" --role='roles/iam.serviceAccountUser'
    gcloud iam service-accounts keys create gcpServiceAccountKey.json --iam-account="${SERVICE_ACCOUNT_EMAIL}"
    echo "project: ${PROJECT_ID}
    serviceAccountKeyPath: $(realpath gcpServiceAccountKey.json)"
    ```

    Fill the values produced by the script into your configuration file.

    By default, Constellation uses `n2d-standard-4` VMs (4 vCPUs, 16 GB RAM) to create your cluster. Optionally, you can switch to a different VM type by modifying **instanceType** in the configuration file. Supported are all machines from the N2D family. Refer to [N2D machine series](https://cloud.google.com/compute/docs/general-purpose-machines#n2d_machines) or run `constellation config instance-types` to get the list of all supported options.

    </tabItem>
    <tabItem value="gcp-console" label="GCP (Console)">

    * **project**: The ID of your GCP project, e.g., `constellation-129857`.

      You can find it on the [welcome screen of your GCP project](https://console.cloud.google.com/welcome). For more information refer to [Google's documentation](https://support.google.com/googleapi/answer/7014113).

    * **region**: The GCP region you want to deploy your cluster in, e.g., `us-west1`.

      You can find a [list of all regions in Google's documentation](https://cloud.google.com/compute/docs/regions-zones#available).

    * **zone**: The GCP zone you want to deploy your cluster in, e.g., `us-west1-a`.

      You can find a [list of all zones in Google's documentation](https://cloud.google.com/compute/docs/regions-zones#available).

    * **serviceAccountKeyPath**: To configure this, you need to create a GCP [service account](https://cloud.google.com/iam/docs/service-accounts) with the following permissions:

      - `Compute Instance Admin (v1) (roles/compute.instanceAdmin.v1)`
      - `Compute Network Admin (roles/compute.networkAdmin)`
      - `Compute Security Admin (roles/compute.securityAdmin)`
      - `Compute Storage Admin (roles/compute.storageAdmin)`
      - `Service Account User (roles/iam.serviceAccountUser)`

      Afterward, create and download a new JSON key for this service account. Place the downloaded file in your Constellation workspace, and set the config parameter to the filename, e.g., `constellation-129857-15343dba46cb.json`.

    * **instanceType**: The VM type you want to use for your Constellation nodes.

      Supported are all machines from the N2D family with a minimum of 4 vCPUs. It defaults to `n2d-standard-4` (4 vCPUs, 16 GB RAM), but you can use any other VMs from the same family. Refer to [N2D machine series](https://cloud.google.com/compute/docs/general-purpose-machines#n2d_machines) or run `constellation config instance-types` to get the list of all supported options.

    </tabItem>
    </tabs>

    :::info

    In case you don't have access to CVMs on Azure, you may use less secure  [trusted launch VMs](../workflows/trusted-launch.md) instead. For this, set **confidentialVM** to `false` in the configuration file.

    :::

3. Download the trusted measurements for your configured image.

    ```bash
    constellation config fetch-measurements
    ```

    For details, see the [verification section](../workflows/verify-cluster.md).

4. Create the cluster with one control-plane node and two worker nodes. `constellation create` uses options set in `constellation-conf.yaml`.

    :::tip

    On Azure, you may need to wait 15+ minutes at this point for role assignments to propagate.

    :::

    ```bash
    constellation create --control-plane-nodes 1 --worker-nodes 2 -y
    ```

    This should give the following output:

    ```shell-session
    $ constellation create ...
    Your Constellation cluster was created successfully.
    ```

5. Initialize the cluster

    ```bash
    constellation init
    ```

    This should give the following output:

    ```shell-session
    $ constellation init
    Your Constellation master secret was successfully written to ./constellation-mastersecret.json
    Initializing cluster ...
    Your Constellation cluster was successfully initialized.

    Constellation cluster identifier  g6iMP5wRU1b7mpOz2WEISlIYSfdAhB0oNaOg6XEwKFY=
    Kubernetes configuration          constellation-admin.conf

    You can now connect to your cluster by executing:
            export KUBECONFIG="$PWD/constellation-admin.conf"
    ```

    The cluster's identifier will be different in your output.
    Keep `constellation-mastersecret.json` somewhere safe.
    This will allow you to [recover your cluster](../workflows/recovery.md) in case of a disaster.

    :::info

    Depending on your CSP and region, `constellation init` may take 10+ minutes to complete.

    :::

6. Configure kubectl

    ```bash
    export KUBECONFIG="$PWD/constellation-admin.conf"
    ```

## Deploy a sample application

1. Deploy the [emojivoto app](https://github.com/BuoyantIO/emojivoto)

    ```bash
    kubectl apply -k github.com/BuoyantIO/emojivoto/kustomize/deployment
    ```

2. Expose the frontend service locally

    ```bash
    kubectl wait --for=condition=available --timeout=60s -n emojivoto --all deployments
    kubectl -n emojivoto port-forward svc/web-svc 8080:80 &
    curl http://localhost:8080
    kill %1
    ```

## Terminate your cluster

```bash
constellation terminate
```

This should give the following output:

```shell-session
$ constellation terminate
Terminating ...
Your Constellation cluster was terminated successfully.
```

:::tip

On Azure, if you have used the `az` script, you can keep the prerequisite resources and reuse them for a new cluster.

Or you can delete them:

```bash
RESOURCE_GROUP=constellation # name of your cluster resource group
APPID=$(jq -r '.appId' azureServiceAccountKey.json)
az ad sp delete --id "${APPID}"
az group delete -g "${RESOURCE_GROUP}-identity" --yes --no-wait
az group delete -g "${RESOURCE_GROUP}" --yes --no-wait
```

:::