constellation/docs/versioned_docs/version-2.16/getting-started/install.md
Thomas Tendyck 9e3d605cf2
Add STACKIT to readme (#2988)
* Add STACKIT to readme

and sort CSPs alphabetically in sentences

* fix links
2024-03-15 11:53:13 +01:00

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Markdown

# Installation and setup
Constellation runs entirely in your cloud environment and can be controlled via a dedicated [command-line interface (CLI)](../reference/cli.md) or a [Terraform provider](../workflows/terraform-provider.md).
## Prerequisites
Make sure the following requirements are met:
* Your machine is running Linux, macOS, or Windows
* You have admin rights on your machine
* [kubectl](https://kubernetes.io/docs/tasks/tools/) is installed
* Your CSP is Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP), or STACKIT
## Install the Constellation CLI
:::tip
If you prefer to use Terraform, you can alternatively use the [Terraform provider](../workflows/terraform-provider.md) to manage the cluster's lifecycle.
:::
The CLI executable is available at [GitHub](https://github.com/edgelesssys/constellation/releases).
Install it with the following commands:
<tabs>
<tabItem value="linux-amd64" label="Linux (amd64)">
1. Download the CLI:
```bash
curl -LO https://github.com/edgelesssys/constellation/releases/latest/download/constellation-linux-amd64
```
2. [Verify the signature](../workflows/verify-cli.md) (optional)
3. Install the CLI to your PATH:
```bash
sudo install constellation-linux-amd64 /usr/local/bin/constellation
```
</tabItem>
<tabItem value="linux-arm64" label="Linux (arm64)">
1. Download the CLI:
```bash
curl -LO https://github.com/edgelesssys/constellation/releases/latest/download/constellation-linux-arm64
```
2. [Verify the signature](../workflows/verify-cli.md) (optional)
3. Install the CLI to your PATH:
```bash
sudo install constellation-linux-arm64 /usr/local/bin/constellation
```
</tabItem>
<tabItem value="darwin-arm64" label="macOS (Apple Silicon)">
1. Download the CLI:
```bash
curl -LO https://github.com/edgelesssys/constellation/releases/latest/download/constellation-darwin-arm64
```
2. [Verify the signature](../workflows/verify-cli.md) (optional)
3. Install the CLI to your PATH:
```bash
sudo install constellation-darwin-arm64 /usr/local/bin/constellation
```
</tabItem>
<tabItem value="darwin-amd64" label="macOS (Intel)">
1. Download the CLI:
```bash
curl -LO https://github.com/edgelesssys/constellation/releases/latest/download/constellation-darwin-amd64
```
2. [Verify the signature](../workflows/verify-cli.md) (optional)
3. Install the CLI to your PATH:
```bash
sudo install constellation-darwin-amd64 /usr/local/bin/constellation
```
</tabItem>
<tabItem value="windows-amd64" label="Windows (amd64)">
1. Download the CLI:
```bash
Invoke-WebRequest -OutFile ./constellation.exe -Uri 'https://github.com/edgelesssys/constellation/releases/latest/download/constellation-windows-amd64.exe'
```
2. [Verify the signature](../workflows/verify-cli.md) (optional)
3. Install the CLI under `C:\Program Files\Constellation\bin\constellation.exe`
3. Add the CLI to your PATH:
1. Open `Advanced system settings` by searching for the App in the Windows search
2. Go to the `Advanced` tab
3. Click `Environment Variables…`
4. Click variable called `Path` and click `Edit…`
5. Click `New`
6. Enter the path to the folder containing the binary you want on your PATH: `C:\Program Files\Constellation\bin`
</tabItem>
</tabs>
:::tip
The CLI supports autocompletion for various shells. To set it up, run `constellation completion` and follow the given steps.
:::
## Set up cloud credentials
Constellation makes authenticated calls to the CSP API. Therefore, you need to set up Constellation with the credentials for your CSP.
:::tip
If you don't have a cloud subscription, you can also set up a [local Constellation cluster using virtualization](../getting-started/first-steps-local.md) for testing.
:::
### Required permissions
<tabs groupId="csp">
<tabItem value="aws" label="AWS">
To set up a Constellation cluster, you need to perform two tasks that require permissions: create the infrastructure and create roles for cluster nodes. Both of these actions can be performed by different users, e.g., an administrator to create roles and a DevOps engineer to create the infrastructure.
To [create the IAM configuration](../workflows/config.md#creating-an-iam-configuration) for Constellation, you need the following permissions:
```json
{
"Version": "2012-10-17",
"Statement": [
{
"Effect": "Allow",
"Action": [
"ec2:DescribeAccountAttributes",
"iam:AddRoleToInstanceProfile",
"iam:AttachRolePolicy",
"iam:CreateInstanceProfile",
"iam:CreatePolicy",
"iam:CreateRole",
"iam:DeleteInstanceProfile",
"iam:DeletePolicy",
"iam:DeletePolicyVersion",
"iam:DeleteRole",
"iam:DetachRolePolicy",
"iam:GetInstanceProfile",
"iam:GetPolicy",
"iam:GetPolicyVersion",
"iam:GetRole",
"iam:ListAttachedRolePolicies",
"iam:ListInstanceProfilesForRole",
"iam:ListPolicyVersions",
"iam:ListRolePolicies",
"iam:PassRole",
"iam:RemoveRoleFromInstanceProfile",
"sts:GetCallerIdentity"
],
"Resource": "*"
}
]
}
```
The built-in `AdministratorAccess` policy is a superset of these permissions.
To [create a Constellation cluster](../workflows/create.md), see the permissions of [main.tf](https://github.com/edgelesssys/constellation/blob/main/terraform/infrastructure/iam/aws/main.tf).
The built-in `PowerUserAccess` policy is a superset of these permissions.
Follow Amazon's guide on [understanding](https://docs.aws.amazon.com/IAM/latest/UserGuide/access_policies.html) and [managing policies](https://docs.aws.amazon.com/IAM/latest/UserGuide/access_policies_managed-vs-inline.html).
</tabItem>
<tabItem value="azure" label="Azure">
The following [resource providers need to be registered](https://learn.microsoft.com/en-us/azure/azure-resource-manager/management/resource-providers-and-types#register-resource-provider) in your subscription:
* `Microsoft.Attestation` \[2]
* `Microsoft.Compute`
* `Microsoft.Insights`
* `Microsoft.ManagedIdentity`
* `Microsoft.Network`
By default, Constellation tries to register these automatically if they haven't been registered before.
To [create the IAM configuration](../workflows/config.md#creating-an-iam-configuration) for Constellation, you need the following permissions:
* `*/register/action` \[1]
* `Microsoft.Authorization/roleAssignments/*`
* `Microsoft.Authorization/roleDefinitions/*`
* `Microsoft.ManagedIdentity/userAssignedIdentities/*`
* `Microsoft.Resources/subscriptions/resourcegroups/*`
The built-in `Owner` role is a superset of these permissions.
To [create a Constellation cluster](../workflows/create.md), you need the following permissions:
* `Microsoft.Attestation/attestationProviders/*` \[2]
* `Microsoft.Compute/virtualMachineScaleSets/*`
* `Microsoft.Insights/components/*`
* `Microsoft.ManagedIdentity/userAssignedIdentities/*`
* `Microsoft.Network/loadBalancers/*`
* `Microsoft.Network/loadBalancers/backendAddressPools/*`
* `Microsoft.Network/networkSecurityGroups/*`
* `Microsoft.Network/publicIPAddresses/*`
* `Microsoft.Network/virtualNetworks/*`
* `Microsoft.Network/virtualNetworks/subnets/*`
* `Microsoft.Network/natGateways/*`
The built-in `Contributor` role is a superset of these permissions.
Follow Microsoft's guide on [understanding](https://learn.microsoft.com/en-us/azure/role-based-access-control/role-definitions) and [assigning roles](https://learn.microsoft.com/en-us/azure/role-based-access-control/role-assignments).
1: You can omit `*/register/Action` if the resource providers mentioned above are already registered and the `ARM_SKIP_PROVIDER_REGISTRATION` environment variable is set to `true` when creating the IAM configuration.
2: You can omit `Microsoft.Attestation/attestationProviders/*` and the registration of `Microsoft.Attestation` if `EnforceIDKeyDigest` isn't set to `MAAFallback` in the [config file](../workflows/config.md#configure-your-cluster).
</tabItem>
<tabItem value="gcp" label="GCP">
Create a new project for Constellation or use an existing one.
Enable the [Compute Engine API](https://console.cloud.google.com/apis/library/compute.googleapis.com) on it.
To [create the IAM configuration](../workflows/config.md#creating-an-iam-configuration) for Constellation, you need the following permissions:
* `iam.serviceAccountKeys.create`
* `iam.serviceAccountKeys.delete`
* `iam.serviceAccountKeys.get`
* `iam.serviceAccounts.create`
* `iam.serviceAccounts.delete`
* `iam.serviceAccounts.get`
* `resourcemanager.projects.getIamPolicy`
* `resourcemanager.projects.setIamPolicy`
Together, the built-in roles `roles/editor` and `roles/resourcemanager.projectIamAdmin` form a superset of these permissions.
To [create a Constellation cluster](../workflows/create.md), you need the following permissions:
* `compute.addresses.createInternal`
* `compute.addresses.deleteInternal`
* `compute.addresses.get`
* `compute.addresses.useInternal`
* `compute.backendServices.create`
* `compute.backendServices.delete`
* `compute.backendServices.get`
* `compute.backendServices.use`
* `compute.disks.create`
* `compute.firewalls.create`
* `compute.firewalls.delete`
* `compute.firewalls.get`
* `compute.firewalls.update`
* `compute.globalAddresses.create`
* `compute.globalAddresses.delete`
* `compute.globalAddresses.get`
* `compute.globalAddresses.use`
* `compute.globalForwardingRules.create`
* `compute.globalForwardingRules.delete`
* `compute.globalForwardingRules.get`
* `compute.globalForwardingRules.setLabels`
* `compute.globalOperations.get`
* `compute.healthChecks.create`
* `compute.healthChecks.delete`
* `compute.healthChecks.get`
* `compute.healthChecks.useReadOnly`
* `compute.instanceGroupManagers.create`
* `compute.instanceGroupManagers.delete`
* `compute.instanceGroupManagers.get`
* `compute.instanceGroupManagers.update`
* `compute.instanceGroups.create`
* `compute.instanceGroups.delete`
* `compute.instanceGroups.get`
* `compute.instanceGroups.update`
* `compute.instanceGroups.use`
* `compute.instances.create`
* `compute.instances.setLabels`
* `compute.instances.setMetadata`
* `compute.instances.setTags`
* `compute.instanceTemplates.create`
* `compute.instanceTemplates.delete`
* `compute.instanceTemplates.get`
* `compute.instanceTemplates.useReadOnly`
* `compute.networks.create`
* `compute.networks.delete`
* `compute.networks.get`
* `compute.networks.updatePolicy`
* `compute.routers.create`
* `compute.routers.delete`
* `compute.routers.get`
* `compute.routers.update`
* `compute.subnetworks.create`
* `compute.subnetworks.delete`
* `compute.subnetworks.get`
* `compute.subnetworks.use`
* `compute.targetTcpProxies.create`
* `compute.targetTcpProxies.delete`
* `compute.targetTcpProxies.get`
* `compute.targetTcpProxies.use`
* `iam.serviceAccounts.actAs`
Together, the built-in roles `roles/editor`, `roles/compute.instanceAdmin` and `roles/resourcemanager.projectIamAdmin` form a superset of these permissions.
Follow Google's guide on [understanding](https://cloud.google.com/iam/docs/understanding-roles) and [assigning roles](https://cloud.google.com/iam/docs/granting-changing-revoking-access).
</tabItem>
<tabItem value="stackit" label="STACKIT">
Constellation on STACKIT requires a User Access Token (UAT) for the OpenStack API and a STACKIT service account.
The UAT already has all required permissions by default.
The STACKIT service account needs the `editor` role to create STACKIT LoadBalancers.
Look at the [STACKIT documentation](https://docs.stackit.cloud/stackit/en/getting-started-in-service-accounts-134415831.html) on how to create the service account and assign the role.
</tabItem>
</tabs>
### Authentication
You need to authenticate with your CSP. The following lists the required steps for *testing* and *production* environments.
:::note
The steps for a *testing* environment are simpler. However, they may expose secrets to the CSP. If in doubt, follow the *production* steps.
:::
<tabs groupId="csp">
<tabItem value="aws" label="AWS">
**Testing**
You can use the [AWS CloudShell](https://console.aws.amazon.com/cloudshell/home). Make sure you are [authorized to use it](https://docs.aws.amazon.com/cloudshell/latest/userguide/sec-auth-with-identities.html).
**Production**
Use the latest version of the [AWS CLI](https://aws.amazon.com/cli/) on a trusted machine:
```bash
aws configure
```
Options and first steps are described in the [AWS CLI documentation](https://docs.aws.amazon.com/cli/index.html).
</tabItem>
<tabItem value="azure" label="Azure">
**Testing**
Simply open the [Azure Cloud Shell](https://docs.microsoft.com/en-us/azure/cloud-shell/overview).
**Production**
Use the latest version of the [Azure CLI](https://docs.microsoft.com/en-us/cli/azure/) on a trusted machine:
```bash
az login
```
Other options are described in Azure's [authentication guide](https://docs.microsoft.com/en-us/cli/azure/authenticate-azure-cli).
</tabItem>
<tabItem value="gcp" label="GCP">
**Testing**
You can use the [Google Cloud Shell](https://cloud.google.com/shell). Make sure your [session is authorized](https://cloud.google.com/shell/docs/auth). For example, execute `gsutil` and accept the authorization prompt.
**Production**
Use one of the following options on a trusted machine:
* Use the [`gcloud` CLI](https://cloud.google.com/sdk/gcloud)
```bash
gcloud auth application-default login
```
This will ask you to log-in to your Google account and create your credentials.
The Constellation CLI will automatically load these credentials when needed.
* Set up a service account and pass the credentials manually
Follow [Google's guide](https://cloud.google.com/docs/authentication/production#manually) for setting up your credentials.
</tabItem>
<tabItem value="stackit" label="STACKIT">
You need to authenticate with the infrastructure API (OpenStack) and create a service account (STACKIT API).
1. [Follow the STACKIT documentation](https://docs.stackit.cloud/stackit/en/step-1-generating-of-user-access-token-11763726.html) for obtaining a User Access Token (UAT) to use the infrastructure API
2. Create a configuration file under `~/.config/openstack/clouds.yaml` (`%AppData%\openstack\clouds.yaml` on Windows) with the credentials from the User Access Token
```yaml
clouds:
stackit:
auth:
auth_url: https://keystone.api.iaas.eu01.stackit.cloud/v3
username: REPLACE_WITH_UAT_USERNAME
password: REPLACE_WITH_UAT_PASSWORD
project_id: REPLACE_WITH_STACKIT_PROJECT_ID
project_name: REPLACE_WITH_STACKIT_PROJECT_NAME
user_domain_name: portal_mvp
project_domain_name: portal_mvp
region_name: RegionOne
identity_api_version: 3
```
3. [Follow the STACKIT documentation](https://docs.stackit.cloud/stackit/en/getting-started-in-service-accounts-134415831.html) for creating a service account and an access token
4. Assign the `editor` role to the service account by [following the documentation](https://docs.stackit.cloud/stackit/en/getting-started-in-service-accounts-134415831.html)
5. Create a configuration file under `~/.stackit/credentials.json` (`%USERPROFILE%\.stackit\credentials.json` on Windows)
```json
{"STACKIT_SERVICE_ACCOUNT_TOKEN":"REPLACE_WITH_TOKEN"}
```
</tabItem>
</tabs>
## Next steps
You are now ready to [deploy your first confidential Kubernetes cluster and application](first-steps.md).