constellation/docs/versioned_docs/version-2.0/getting-started/first-steps.md
Felix Schuster c4d8fa54a6
Brush over MiniConstellation in docs and README (#285)
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First steps (cloud)

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.

Create a cluster

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

    constellation config generate azure
    
    constellation config generate gcp
    

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

  2. Fill in your cloud provider specific information.

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

    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 or ECasv5 & ECadsv5 families is supported.

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

    • 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.

    • 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.

    • 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. These are:

      • westus
      • eastus
      • northeurope
      • westeurope
    • resourceGroup: Create a new resource group in Azure for your Constellation cluster. Set this configuration field to the name of the created resource group.

    • userAssignedIdentity: Create a new managed identity in Azure. 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.

    • appClientID: Create a new app registration in Azure.

      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 or ECasv5 & ECadsv5 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.

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

    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 or run constellation config instance-types to get the list of all supported options.

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

      You can find it on the welcome screen of your GCP project. For more information refer to Google's documentation.

    • 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.

    • 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.

    • serviceAccountKeyPath: To configure this, you need to create a GCP service account 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. 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 or run constellation config instance-types to get the list of all supported options.

    :::info

    In case you don't have access to CVMs on Azure, you may use less secure trusted launch VMs instead. For this, set confidentialVM to false in the configuration file.

    :::

  3. Download the trusted measurements for your configured image.

    constellation config fetch-measurements
    

    For details, see the verification section.

  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.

    :::

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

    This should give the following output:

    $ constellation create ...
    Your Constellation cluster was created successfully.
    
  5. Initialize the cluster

    constellation init
    

    This should give the following output:

    $ 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 in case of a disaster.

    :::info

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

    :::

  6. Configure kubectl

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

Deploy a sample application

  1. Deploy the emojivoto app

    kubectl apply -k github.com/BuoyantIO/emojivoto/kustomize/deployment
    
  2. Expose the frontend service locally

    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

constellation terminate

This should give the following output:

$ 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:

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

:::